Reporting Guide
Understand the core non-profit financial statements.
1Statement of Financial Position
The non-profit balance sheet: assets, liabilities and net assets at a point in time.
2Statement of Activity
Revenue and support minus expenses over a period, showing the change in net assets.
3Statement of Functional Expenses
Expenses split into Program Services, Management & General, and Fundraising — required for Form 990 Part IX.
4Board-ready reports
Run reports by date range and share them with your board each quarter.