Nonprofit Finance Toolkit (Excel Bundle)

Nonprofit Finance Toolkit — 4 Templates, One System

A complete Excel toolkit built for the parts of nonprofit finance that free templates get wrong. Instead of stitching together generic spreadsheets, get four interconnected tools your ED, board, and grant writers can use from budgeting season through tax time:

Nonprofit Budget Template — 12-month operating budget plus a program/grant budget tracker, with automatic totals, budget-vs-actual variance, and a live summary dashboard.

Form 990 Functional Expense Worksheet — Allocate every expense across Program, Admin, and Fundraising with built-in error checks, rolling up to a Part IX-style summary ready for your accountant.

Federal Grant Budget Justification Template — SF-424A-style categories with a working indirect cost rate calculator (MTDC base, 2 CFR 200-compliant) — the exact math funders expect, done for you.

Revenue Diversification & Dependency Risk Model — See at a glance if you're too reliant on one funder, with automatic risk flags and a concentration score for board reporting.

Every formula is pre-built, color-coded, and error-checked — no accounting degree required. Just enter your numbers and go.

Built for small nonprofit staff, treasurers, grant writers, and consultants who need professional-grade financial tools without professional-grade fees.