Operating Budget

Help Gestalt Training Institute of Philadelphia put together a detailed operating budget covering at least one full fiscal year and provide expert advice on managing cash flow.
Gestalt Training Institute of Philadelphia
Bryn Mawr, PA, USA
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Gestalt Training Institute of Philadelphia
Bryn Mawr, PA, USA

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Posted November 3rd

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 am a new Executive Director to a NPO that needs some support in becoming fiscally responsible. I would like support and training in how to understand our budget better, as well as create a budget for FY 2022-2023 that is more fiscally sustainable than our current budget.

What We Have In Place
  • We currently have past two years' 990s and budgets for you to review, which should make it easy for you to get started. We also have the ED and Operations Manager on board and ready to learn, and the ability to provide any other information you need.
How This Will Help
This project will save us $9,114 , allowing us to not have to rely so heavily on fundraising every year to be able to even pay our staff.

Our organization has been around for 37 years but has been run by therapists, and a few years ago we were in jeopardy of not being able to make ends meet. We have come through that, but we are still operating at a huge deficit every year ($70-80,000) that we have to fundraise for. This is not sustainable and we are looking at ways to understand our budget better first of all, and will then take that information to strategic planning and goal setting for the next 2-5 years.

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

Gestalt Training Institute of Philadelphia
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Posted by
Kelly K.

Executive Director

Our Mission

To promote Gestalt Therapy as a force in the world by providing excellence in teaching, by offering a formal training program, faculty presentations, cosponsoring workshops and conferences, encouraging all within the Gestalt Therapy community to attend workshops and conferences and by stimulating contributions to Gestalt Therapy literature. (Being re-written by Strategic Planning Committee)

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