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Reports

Nonprofit Essentials - Grant Amount Awarded Comparative Report

The Grant Amount Awarded Comparative Report in Solver is a pre-built xFP&A report template for the nonprofit industry. Designed for nonprofit organizations, it compares the amount of grants awarded in the current period and year to date against the same periods last year, with dollar and percentage variances. Totals are shown by grant, by grant manager, and by restriction type.

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Planning

Nonprofit Essentials - Revenue by Cost Center and Program

The Revenue by Cost Center and Program in Solver is a pre-built xFP&A planning template for the nonprofit industry. Designed for nonprofit organizations, it lets budget owners enter next year's revenue budget for a selected cost center and program directly in Solver. Last-year actuals, current year-to-date actuals, and the current-year budget sit alongside highlighted input cells so each submission can be compared before it is saved.

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Planning

Nonprofit Essentials - Expense by Cost Center and Program

The Expense by Cost Center and Program in Solver is a pre-built xFP&A planning template for the nonprofit industry. Designed for nonprofit organizations, it lets budget owners enter next year's operating expense budget for a selected cost center and program directly in Solver. Last-year actuals, year-to-date actuals, an annualized current-year projection, and the current-year budget appear beside highlighted input cells.

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Planning

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.

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Planning

Nonprofit Essentials - Personnel

The Personnel in Solver is a pre-built xFP&A planning template for the nonprofit industry. Designed for nonprofit organizations, it supports position-level payroll budgeting by cost center and scenario. Each employee row captures title, hire and end month, annual hours and pay, planned increases, 401K percentage, state, benefits eligibility, and funding source, and the template calculates monthly salary for the full year.

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Planning

Nonprofit Essentials - Payroll Allocations

The Payroll Allocations in Solver is a pre-built xFP&A planning template for the nonprofit industry. Designed for nonprofit organizations, it allows each employee's salary to be allocated across grants and programs by percentage. For every employee, users assign allocation percentages to one or more grants, and the template spreads monthly salary across those grants for the full year.

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