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Public (Charity) Foundation Financial Model   Excel template (XLSX)
$89.00

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Public (Charity) Foundation Financial Model (Excel XLSX)

File Type: Excel template (XLSX)

$89.00
This financial model is built by a certified Financial Modeling & Valuation Analyst with over 20+ years of global experience managing over $500MM+ in corporate finances.
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Fully editable & customizable XLSX document.
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BENEFITS OF DOCUMENT

  1. Presents a 5 year operating scenario of a Public (Charity) Foundation using publicly collected funds to directly support its initiatives.

DESCRIPTION

This product (Public [Charity] Foundation Financial Model) is an Excel template (XLSX), which you can download immediately upon purchase.

Public foundations are nonprofit organizations and grantmaking public charities that gain their funds from a variety of sources, which may include foundations, individuals, corporations, or public entities.

This financial model presents a 5 year operating scenario of a Public (Charity) Foundation using publicly collected funds to directly support its initiatives. Funds are collected through donations, grants and fundraising events and support 5 different Programs (Agriculture, Education, Health, Community and Political/Social).

Outputs reports include Monthly Funding acquisition and allocation schedule, Monthly Budget (per year) including Program Implementation Expenses, Foundation Operating Expenses and Capital Expenditures, Annual Financial Statements, Performance Dashboard and an Executive Summary presenting key metrics of Foundation operations.

The structure of the template follows Financial Modeling Best Practices principles and is fully customizable.

Model Structure:

•  General Setup
The General Setup tab contains all the assumptions necessary for the overall functionality of the model including Funding (Revenue) Sources (Donations, Grants, Fundraising Events and Investments), Allocation of funds to 5 different programs , Programs Implementation Expenses and Foundation Operating Expenses

•  Forecast Scenarios
Different Scenarios for Fund allocation and Program Implementation Expenses for a 5 Year period

•  Capex
Assumptions for Foundation's Capital Expenditures and calculation of depreciation using the straight-line method

•  Funding & Programs
Monthly calculation of Funding acquisition, Funding allocation and Programs Implementation Expenses

•  Monthly Budget & Monthly Income Statement
Monthly budget includes a detailed analysis of Foundation's cash flow covering the total 60 months of the forecast
Monthly Income statement report includes a summary of the monthly budget per year and historical data.

•  Annual Financial Statements
5-Year forecast of company's financial statements using a 3 Statement Financial Model

•  Performance Dashboard
Presentation of key business figures using highly-sophisticated Charts & Graphs

•  Executive Summary Report
Foundation's high-level KPIs for review, designed to be easy to read, print, and save to pdf.

Help & Support

Committed to high quality and customer satisfaction, all our templates follow best practice financial modeling principles and are thoughtfully and carefully designed, keeping the user's needs and comfort in mind.
No matter if you have no experience or you are well versed in finance, accounting, and the use of Microsoft Excel, our professional financial models are the right tools to boost your business operations!
If you however experience any difficulty while using this template and you are not able to find the appropriate guidance in the provided instructions, please feel free to contact us for assistance.
If you need a template customized for your business requirements, please e-mail us and provide a brief explanation of your specific needs.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Integrated Financial Model, Nonprofit Excel: Public (Charity) Foundation Financial Model Excel (XLSX) Spreadsheet, Profit Vision


$89.00
This financial model is built by a certified Financial Modeling & Valuation Analyst with over 20+ years of global experience managing over $500MM+ in corporate finances.
Add to Cart
  

OVERVIEW

File Type: Excel xlsx (XLSX)
File Size: 311.6 KB

Terms of usage (for all documents from Profit Vision)

ABOUT THE AUTHOR

Author: Profit Vision
Additional documents from author: 207

Profit Vision provides Consulting & Outsourced Financial Services as well as Financial Planning & Performance analysis to small and mid-size businesses by implementing efficient and effective tools to assist them with start-up business plans or improve their ongoing operations. [read more]

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