Free kit · Finance and funding
Nonprofit Annual Report Template: free annual report and financial summary template in Word, Excel and PDF
Show supporters what one year of your mission looked like, in a report they can read in ten minutes. Gather what you already have from program records, the year-end statements and Form 990, set results against their targets, misses included, and put the finances on one page the treasurer has checked.
Word, Excel and PDF · 11 pages · For executive directors, treasurers and board chairs
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What is inside
- Report plan and calendar. Ten questions to settle first, from the readers to the send date, and a production calendar from ten weeks out.
- Section-by-section template. The eight sections of the report, from the cover and the letter to how to help, with the length of each and a template for one story per program.
- Impact page. People served, activity and the outcome against its target for each program, with a filled example and what fell short.
- One-page financial summary. Revenue, expenses by purpose and net assets on one page, with a filled example and the sentences that explain a deficit.
- Final check. Ten checks before the report goes out, each with an owner, and where to send it.
How to use it
- 10 weeks out: fill in the report plan (Form A) and ask when the year-end figures will be final.
- 8 to 6 weeks out: choose the stories and get written permission; pull the results (Form C) and draft the financial summary (Form D).
- 5 to 4 weeks out: draft the letter and program pages (Form B); the treasurer checks the figures and the chair reads the letter.
- 3 to 1 weeks out: check donor names, design and proofread, then the final check (Form E) and the chair's approval.
- Send date: send it, post it on your website and give each board member a copy.
Questions
Is the kit free?
Yes. Enter your name, email and organization once, and every kit in the library opens on this browser.
Can I edit it?
Yes. The Word and Excel files are fully editable: replace the bracketed text with your year, programs and stories, and enter your year-end figures in the workbook in place of the example.
Does it work in Google Docs?
Yes. Upload the Word file to Google Drive and open it with Google Docs; the tables and ruled lines carry over.
Can I share it inside my organization?
Yes. Copy it, adapt it and share it with your board and staff.
Read the guide
More kits for executive directors
Fundraising Plan TemplateA revenue plan by source, a case for support, a donor and board plan and a stewardship calendar with the IRS gift rules
Grant Proposal KitA proposal template with a filled example, a full-cost grant budget and a report template
Logic Model and Theory of Change KitBoth tools for one program, filled examples and an evaluation plan for the yearly review
With an annual report, the design is rarely where it goes wrong. The year is: a program that missed its target, or a deficit nobody has explained to the board. A coach helps the executive director decide what the report says plainly about the hard parts, and say it to the board first.
Six sessions of executive coaching: $300, $400 or $600, set by your organization's yearly operating expenses.
