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Business Planning

Relevant Skills

Budgeting Financial Analysis Nonprofit Management

Published Date

Posted November 13, 2025

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Social Services

Building a Financial Roadmap for Growth at Surmount

1-Hour Consultation

Remote

Surmount New York

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Surmount New York is a young nonprofit with a strong vision but very limited funding at this stage (currently under $100). We want to be thoughtful and responsible in how we grow. Specifically, we’re looking for guidance on:

How to know when it’s safe to hire staff.

How to determine when to launch or scale programs based on funding.

What financial benchmarks or “triggers” we should set (e.g., minimum reserves, recurring revenue targets).

Our hope is to leave the session with a clearer framework for decision-making around staff and programs, and an idea of how to start building a simple financial roadmap.

Surmount New York

Location

New York, New York

Website

https://www.wesurmount.org

Member Since

Completed Taproot Plus Partnerships

Organization Mission

Surmount New York connects New Yorkers with essential resources and programs that empower them to overcome challenges, build resilience, and uplift their communities. We envision a future where every person, regardless of their circumstances, has the tools and support needed to make positive choices, overcome challenges, and build a life of purpose and fulfillment. Join our community where potential is recognized and nurtured, setting the stage for a brighter, more resilient generation.

Program Focus Areas

Community Building

Housing & Homelessness

Human Services

Hunger

Low-Income Communities

Nonprofit Capacity Building

Youth Development

Other Needs from This Organization

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