What to Include in a Monthly Nonprofit Financial Report
If you’re running a nonprofit, your board and donors expect financial clarity-not just once a year, but every month. A consistent, well-structured financial report helps your organization stay transparent, accountable, and grant-ready.
Download Our Free Brochure →Core Components of a Nonprofit Financial Report
1. Profit & Loss (Statement of Activities)
- Shows income and expenses by program or department
- Breaks out restricted vs unrestricted activity
2. Fund Balances
- Lists beginning balance, additions, expenses, and ending balance for each active fund
3. Budget vs Actual Report
- Compares YTD revenue/expenses against approved annual budget
- Highlights variances and overages for review
4. Cash Flow Statement
- Outlines sources and uses of cash for the month
- Shows liquidity and emergency reserves
5. Notes & Explanations
- Short commentary on any large swings, one-time events, or budget issues
Test Case
A regional nonprofit with 4 active programs worked with RemoteBooksOnline to implement monthly reporting. Results:
- Board meeting time cut by 30% with pre-delivered packets
- Monthly donor newsletter included a financial update summary
- Stronger financial control and grant application success rate
Want to build board-level reporting every month? Our nonprofit bookkeeping service delivers everything you need.
Nonprofit Bookkeeping Services Across States
Download Our Free Brochure →Nonprofit Bookkeeping Services Across Key ZIPs
FAQs
Do you deliver these reports monthly?
Yes. We send board-ready packets on your preferred schedule.
Can reports be customized for programs or locations?
Absolutely. We segment data by class, department, or fund.
Can you prepare reports for grant applications?
Yes. We’ll compile grant-specific financial summaries on request.
The right reports bring clarity, credibility, and confidence. Let RemoteBooksOnline help you present your mission in numbers.
