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Operating Budget

Help St John Singers d/b/a Sing St John put together a detailed operating budget covering at least one full fiscal year and provide expert advice on managing cash flow.
St John Singers d/b/a Sing St John
St John, VI, Virgin Islands (U.S.)
St John Singers d/b/a Sing St John
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St John Singers d/b/a Sing St John
St John, VI, Virgin Islands (U.S.)

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Cause
Arts & culture
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Accounting Finance

Posted June 8th

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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

I would like assistance in creating a budget for our organization for our 2021-2022 fiscal year (August- July). We do not have a complicated situation, and I have done my own nonprofit corporation budgets for several years, but I have never had input from a finance person, and I want to do this more systematically and with more understanding of the process itself and tools I could use to help with it.

What we have in place
  • We currently have quickbooks online (since July 2020) and good records, which should make it easy for you to get started. We also have an idea of expenses coming up for this year, 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 for a director for one of our programs!

It will help us to plan more accurately, and learn to account for unexpected expenses, how to project, etc.

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

St John Singers d/b/a Sing St John
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Causes
Arts & culture Diversity & inclusion Youth development
Posted by
Kristen C
Kristen C.

Executive Director/Director of Choirs

Our mission

To provide universally accessible singing for all ages on St. John; fostering cultural awareness, a meaningful sense of community, and resilience.

What we do

We bring a very diverse and stratified island community together in times of joy and times of hardship through our events and in-school singing programs. We provide all of the community singing for our island, and seek to create inroads of understanding and connection across socioeconomic, cultural and linguistic division through shared musical experience.

Testimonials

Read the Impact Story
Karen was fantastic to work with on our budget: highly skilled, and excellent with making financial plans and reports on excel. She also worked very fast. Because of her assistance in producing clear reports, our board had a very smooth budgeting meeting, and I know that next time I do a budget I will know a lot more, and be able to use the spreadsheet she made for us as a template. Thank you Karen!
Kristen C.
Kristen C.

Executive Director/Director of Choirs

Operating Budget Project

(No testimonial has been submitted by Karen)
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