12+ Nonprofit Annual Report Examples & Templates

In addition to setting goals, discuss the strategies you’ll implement to achieve them. This could involve new initiatives, partnerships, or improvements to existing processes. Demonstrating that you have a well-thought-out plan in place shows that you’re proactive and committed to making a meaningful impact. This report makes excellent use of the tools offered by Yearly, including significant inclusion of multimedia like video, maps, charts, and more.

Having an insight into the current financial situation of your business is important to each high-ranking member of the company (stakeholders, executives, investors, and partners). Understanding the financial activity of your company sets the foundation for identifying good business opportunities and making the right decisions to ensure future growth. Bloomerang is the community-focused nonprofit donor management software built to deliver a better giving experience and help organizations thrive. Choose your annual report platform based on the report formats you’re looking to create. Also, take advantage of any free trials or demos before investing in paid plans.

As we mentioned earlier, many nonprofits use these financial statements in their annual reports to show transparency and build trust in their organization. Use this accessible PPT Template design to make your company’s financial data for the year. This Template gives you an overview of the metrics of your annual financial report and provides you with valuable information on the capital structure. Use this annual financial report design to check on financial aspects and ensure its long-term success and viability. If you’re looking to craft insightful financial reports, tools like Venngage report maker can make the process seamless.

  1. Pay attention to formatting details such as font size, line spacing, and margins.
  2. When a nonprofit shares more about its financial health, foundations and sponsors see that the nonprofit is financially viable and feel safer giving.
  3. Use this template to learn more about your resources, obligations, and working capital.
  4. The linchpin of this report is the income statement, which paints a vivid picture of the company’s earnings landscape by detailing its total sales revenue and segregating operating from non-operating revenue.

Instead of using real-life images of affected patients (which could stir up difficult emotions, given the subject matter), pictographics add a lighthearted quality to the report. Keep in mind, each template can be 100% customized in Venngage to suit your nonprofits needs. Introduce your annual report with your company or your client’s company name and logo, add the year you’re reporting for, and update the folio color scheme and background to match your company branding.

What are the components of a nonprofit annual report?

By examining this statement, one can understand if a company is generating enough cash from its operations or relying on external financing. It captures all cash inflows, from everyday operations to external investment sources, and all outflows, including those that cover various business activities and investments. Jones also said that the Trump Organization still lacks a formal compliance department, issued statements that include errors and misstatements, and operates in a manner that reflects “a lack of effective governance.” An auto lender that allegedly charged hidden, usurious interest rates got to stay in business last year if it paid a fine and didn’t commit fraud in the future. Still, the judge said appointing a receiver was an “extraordinary remedy” that should be used sparingly and that a preliminary injunction was good enough. Years later, prosecutors in a separate criminal case said the Gambino mob family was running the business and put several operators in prison.

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Digital Annual Reports

Now, while industry values are good benchmarks and they shouldn’t be discarded entirely, they should still be looked at with a grain of salt. Be honest with yourself and with the current scenario of your business, and define targets that are realistic and attainable. Consider your budget, your business size, your historical performance, and other elements to build efficient goals that are measurable in time. Not only that, since financial reports are a legal requirement, the IRS uses them to evaluate the tax income of each individual company. The performance analysis in financial reports is what you rely on to make better business decisions.

Transparency isn’t just about sharing successes—it’s also about acknowledging challenges. Be candid about the lessons you’ve learned and the steps you’ve taken to overcome these obstacles. This demonstrates resilience, adaptability, and a commitment to continuous improvement. You’ve put in a lot of time and energy towards a worthy cause, so your documents should dazzle accordingly. BUT — and this is a big but — you don’t want to dissuade readers from…well…reading. Accidentally turning your document into a dense marketing brochure is certainly one way to do so.

Printable Charity Financial Report

Moreover, it helps in ascertaining how a company is managing its cash resources, providing insights into its financial health and operational efficiency. Next, there’s a financial overview that includes important things like the profit, income, budget, expenses, net income and revenue. A monitor drew attention to “deficiencies” in the Trump Organization’s financial reporting ahead of a verdict in a case brought by New York State that seeks $370 million.

Their extensive range of financial report templates ensures you have the perfect layout and design for every financial insight you wish to share. A cash flow statement stands as a crucial pillar in a company’s financial reports, detailing the movement of money within the business. For every nonprofit organization that is starting a new program, planning is the first procedure. Include the project schedules, financial statements, contributors, and of course, the funds. If you are creating an annual report, prepare an outline on how much cash or check that the organization receives every month. A nonprofit annual report is an end-of-year document that highlights your organization’s achievements from the past year.

It starts with the company’s mission and vision, which tell us what the company wants to do and where it hopes to go. “This is truly a joke,” Trump attorney Chris Kise told ABC News in a statement. Since you have a structure of your table and title headings, it is now time to complete the list of all the items involved with the expenses alongside. For every non-profit organization, accuracy when adding the amount is essential. You can use accounting software that will help you quickly determine the depreciation.

If your cause is centered around children or community development, look no further than this template. From its cheery rainbow color palette to its extensive use of visuals, this report is perfect for engaging readers from start to finish. Featuring a captivating aqua and purple color scheme, this five-page report is the perfect canvas for any high-level organizational overview.

Next, we have a list of operating expenses (OPEX) that include sales, marketing, and other general administration costs. The total OPEX is then subtracted from the gross profit to reach the operating profit (EBIT). Finally, the total amount of sample of financial report of an organization interest and taxes are subtracted from the EBIT, resulting in the final net profit of the business. By doing these simple calculations, you can quickly see how profitable your company is and if your costs and income are being managed properly.

b) Measure Revenue Loss & Receivables

You can support your donor retention efforts by spotlighting top donors and partners in your report and highlighting exciting upcoming initiatives for supporters to get involved with. Traditionally, this report was a printed document or brochure shared with relevant stakeholders. They can be presented as PDFs, videos, interactive web pages, online booklets or in other unique formats. Detail your company’s sales forecast, illuminating expected sales revenue and any factors influencing these projections.

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