Nonprofit Essentials - Assumptions
The Assumptions in Solver is a pre-built xFP&A planning template for the nonprofit industry. Designed for nonprofit organizations, it provides a central form for the payroll and benefit assumptions that drive the budget. Users maintain tax rates and limits, workers' compensation, retirement match, and benefit costs in one place, and every personnel budget calculation draws from them.
NOTE: This template is included as part of the Nonprofit Essentials.
Built for nonprofit organizations, this Solver planning template connects to your accounting data via the Solver Data Warehouse and writes approved inputs back for reporting. In addition, it covers payroll taxes such as FICA, FUTA, and state unemployment rates, percent-of-pay items, 401K match and maximum, monthly, quarterly, and yearly benefit amounts, health insurance by coverage tier, and the number of days per month. It supports annual payroll budgeting, benefit cost planning, and consistent assumption management across the organization.
What is the Assumptions in Solver?
The Assumptions is a pre-built xFP&A planning template in Solver designed for nonprofit organizations. It maintains the payroll tax, benefit, and calendar assumptions that feed personnel budgeting.
Who uses this Solver template?
This planning template is used by finance managers, HR teams, and FP&A analysts at nonprofit organizations who set and maintain budget assumptions. It is particularly valuable for nonprofits that want one controlled source for rates and benefit costs.
Where does the data come from?
Data is sourced automatically from your general ledger, HR and payroll, grant management, and ERP systems through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, actuals and baseline data populate the template automatically, so budget owners only need to enter their assumptions.