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Operating Budget

Help UpRoot Colorado put together a detailed operating budget covering at least one full fiscal year and provide expert advice on managing cash flow.
UpRoot Colorado
Carbondale, CO, USA
UpRoot Colorado
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UpRoot Colorado
Carbondale, CO, USA

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Cause
Health & nutrition
Skills
Accounting Finance

Posted February 25th

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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
What we have in place
  • We currently have an operating budget, financial statements, which should make it easy for you to get started. We also have Quickbooks online, and the ability to provide any other information you need.
How this will help
This project will save us $9,114 , allowing us to pay the wages of another seasonal gleaning coordinator and harvest more surplus fruits and vegetables from farms and backyards for hunger relief!

Better understanding how to use our budget throughout the year, and compare it to incoming donations, will enable us to more effectively target our fundraising efforts, prioritize our programming based on funding projections, communicate relevant financial information with board members, and plan.

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

UpRoot Colorado
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Causes
Health & nutrition Community & economic development Education
Posted by
Ciara L
Ciara L.

Board Member

Our mission

We increase the nutrition security of Coloradans by harvesting and redistributing surplus, nutrient-dense foods while supporting the resilience of farmers.

What we do

We:

Increase nutritional security in Colorado by diverting locally grown, nutrient-dense surplus agriculture into the state's hunger-relief system.

Support Colorado's smallholder and family farms via a trained volunteer gleaning corps, outreach through educational content and social media, quantitative and qualitative research, legislative-advocacy work and via collaboratively structured pilot projects addressing agricultural issues such as on-farm labor shortages in Colorado.

Reinstall food wisdom in our Colorado communities by reconnecting Coloradans with where much of their food originates.

Testimonials

Read the Impact Story
Scott was very knowledgeable and a pleasure to work with. He gave us a lot of very helpful advice regarding how we organized our finances in Quickbooks, and also filed our 990-EZ forms for 2020! I highly recommend Scott for your accounting needs!
Ciara L.
Ciara L.

Board Member

Operating Budget Project

(No testimonial has been submitted by Scott)
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