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Accounting & Finance

Health & Nutrition

Relevant Skills

Accounting & Finance Budgeting Business Analysis Business Planning Business Planning & Development

Published Date

Posted March 12, 2025
Health & Nutrition

Budgeting Report

Project
Remote
UPTOWN & BOOGIE HEALTHY PROJECT INC
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We need assistance creating a budget package to enhance transparency and align with our organizational goals.

For prospective board members, the package will include:
- Profit and loss statement
- Grant income and spend-down overview
- Budget
- Organizational objectives

For current board members, the package will include:
- Detailed program and operating income/expenses
- Grant income and spend-down specifics

We also seek a volunteer finance professional to evaluate our financial situation, pricing strategy, and risk factors. This project may include:
- Financial forecasting
- Recommendations for a ‘rainy day fund’
- Best practices for achieving a surplus
- Financial scenarios for increased community need

This project is estimated to take 36-48 hours, with a weekly commitment of 3-5 hours. Your expertise will help us strengthen our financial practices and better serve our community!

This project will strengthen our nonprofit's financial foundation, enabling us to:
- Enhance transparency with board members, funders, and stakeholders.
- Align financial strategies with our mission-driven objectives.
- Optimize resource allocation to support food security, children's health, and community development programs.
- Build financial resilience to sustain and expand our impact during increased community needs.

Improving our financial management practices guarantees the long-term sustainability of our programs and better serves the communities that rely on us.

We’ll ensure success by:  
- Preparing in Advance: We have gathered our budgeting information and will share access to Quickbooks.  
- Providing Key Documents: Share detailed financial reports and organizational objectives.  
- Maintaining Communication: Schedule regular check-ins and establish clear communication via Slack.  
- Setting Clear Goals: Define deliverables, timelines, and priorities collaboratively.  
- Allocating Resources: Work with the Executive Director for support and timely information access.  
- Incorporating Feedback: Actively implement recommendations to improve financial practices.  

We plan to implement the recommendations from this project before February, ensuring a stable foundation for success through collaboration and transparency.

UPTOWN & BOOGIE HEALTHY PROJECT INC

Location

Website

https://ubhealthyproject.org/

Member Since

Aug 2022

Completed Taproot Plus Partnerships

6

Uptown & Boogie Healthy Project 501(c)(3) expands access to fresh, nutritious food and bicycle education within two New York City neighborhoods - Harlem and The Bronx. Our programming creates opportunities for low-income community residents in under-resourced areas to learn how to lead healthier lifestyles through food and fitness.
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