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This project was completed on Jul 27, 2020
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Matched with Walter K.
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See the Impact story
Operating Budget
Claretian Associates
Operating Budget
Project details
What we need
- A detailed Operating Budget covering at least one full fiscal year
- Expert advice on how to reconcile actual expenses with budgeted expenses
Additional details
Claretian Associates is currently reviewing what type of funding we are going after and we need to get a better understanding of our operating budget to ensure that we apply for grants and budget grants that will cover the operating costs to manage these grants. We finished FY2019 audits this month and want to get a better understanding of our budgeting for the future.
What we have in place
- We currently have our most currant audits and FY2020 budgets we are using, which should make it easy for you to get started. We also have our financial department employees and our grant budgets, and the ability to provide any other information you need.
How this will help
This project will save us $33,234 , allowing us to grow our business further and potentially get a part time grant writer. We would also be able to get some capital improvements done to keep our buildings up to code.
We have experienced rapid growth and are having trouble keeping up with our operating budget and ensuring we are not only accurately anticipating our operating expenses, but that we are creating the right budgets for our grant applications to ensure we are working on grants that make financial sense.
Project plan
Our mission
Claretian Associates carries on a rich and collaborative tradition of responding to the needs of South Chicago and its surrounding communities by providing affordable housing and vital services that benefit the safety and wellbeing of our residents and families.
Testimonials
Walter is a great asset and really helped improve how we create our budget as well as set up a template for us to use in the future. We have a very complex budget and Walter was able to simply a lot of what we need and really help us dig deep on what we are budgeting and how we got to those numbers. Would recommend him to anyone who needs help!
I was honored to work with Claretian Associates and to have a small part in helping them with their mission. They are a truly committed group, as evidenced by all of our work being impacted by the CV-19 pandemic, but we all managed to stay on track and focused. I am happy that everyone I worked with (and that includes me) has a greater understanding of the CA budget and what it means. An complex excel budget is difficult to focus on while a thousand other fires are burning in the typical NFP world. My experience with Danielle, Angela, Tevonne and Ron suggest the budget will now be part of their management toolbox, as it should. Thank you for the opportunity to serve you.
