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Operating Budget

Help Sunnyside Foundation (SUSD Foundation) put together a detailed operating budget covering at least one full fiscal year and provide expert advice on managing cash flow.
Sunnyside Foundation (SUSD Foundation)
Tucson, AZ, USA
Sunnyside Foundation (SUSD Foundation)
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Sunnyside Foundation (SUSD Foundation)
Tucson, AZ, USA

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Cause
Education
Skills
Accounting Finance

Posted October 19th

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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

Need help in creating a strategic operating budget in a time of COVID and uncertainty

What we have in place
  • We currently have last years budgets, which should make it easy for you to get started. We also have CPA/Bookkeeper to help provide information, and the ability to provide any other information you need.
How this will help
This project will save us $5,094 , allowing us to invest resources into our Emergency Relief work and Education resources for students

We recently changed our FY from a calendar to FY year, we need to recreate our budget and need to do it thoughtfully as there have been many changes to our revenue and expenses over the past year

Project plan

P
Prep: Distribution of Prep Materials
  • Volunteer Manager provides Professional with materials currently being used for financial planning, such as the current operating budget or chart of accounts, and current financial statements
  • Volunteer Manager also provides any additional materials that will affect budgeting, such as a fundraising plan, earned income plan, or business plan
1
Milestone 1: Information Gathering & Outline
  • Professional does additional due diligence to address any questions or issues
  • Professional creates a detailed outline for the budget, to be shared with Volunteer Manager for feedback
2
Milestone 2: Budget Creation
  • Professional creates budget and shares it with the Volunteer Manager for feedback
  • Professional incorporates any feedback into the model for final draft version
3
Milestone 3: Explanation & Training
  • Professional delivers the budget, alongside a detailed written or verbal explanation of how the budget should be utilized and modified in the future
  • Professional provides advice on how to record and reconcile actual expenses against the budget
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About the org

Sunnyside Foundation (SUSD Foundation)
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Causes
Education Arts & culture Community & economic development
Posted by
Kerri L
Kerri L.

Executive Director

Our mission

Sunnyside Foundation exists to promote educational excellence by providing resources to support work which enriches the education, development and well being of all Sunnyside Unified School District children. The Sunnyside Foundation board is dedicated to funding enriched educational opportunities for children in Sunnyside Unified School District (SUSD).

Testimonials

Read the Impact Story
(No testimonial has been submitted by Kerri)
SUSD Foundation was great, and Kerri was a pleasure to work with.
Steven W.
Steven W.

Volunteer

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