Annual Report Template — Nonprofit
ANNUAL REPORT — [ORGANIZATION NAME]
Fiscal Year: [________________________________________]
TABLE OF CONTENTS
- Organization Overview
- Mission and Strategic Goals
- Letter from the Board Chair / Executive Director
- Program Accomplishments
- Financial Summary
- Governance and Leadership
- Fundraising and Development
- Compliance and Filing Status
- Looking Ahead
- Acknowledgments
- Certification
- Sources and References
1. ORGANIZATION OVERVIEW
| Field | Detail |
|---|---|
| Legal Name | [________________________________________] |
| DBA (if any) | [________________________________________] |
| EIN | [__-_______] |
| Date of Incorporation | [__/__/____] |
| State of Incorporation | [____________________] |
| Tax-Exempt Status | 501(c)(3) — ☐ Public Charity ☐ Private Foundation |
| Public Charity Classification | IRC § 509(a)([____]) |
| Address | [________________________________________] |
| Website | [________________________________________] |
| Phone | [________________________________________] |
| Executive Director / CEO | [________________________________________] |
| Board Chair | [________________________________________] |
| Number of Employees | Full-time: [____] Part-time: [____] |
| Number of Volunteers | [____] |
2. MISSION AND STRATEGIC GOALS
Mission Statement:
[________________________________________]
[________________________________________]
Strategic Goals for Fiscal Year [____]:
- [________________________________________]
- [________________________________________]
- [________________________________________]
Progress Toward Goals:
| Goal | Target | Actual | Status |
|---|---|---|---|
| [________________] | [________] | [________] | ☐ Met ☐ Partially Met ☐ Not Met |
| [________________] | [________] | [________] | ☐ Met ☐ Partially Met ☐ Not Met |
| [________________] | [________] | [________] | ☐ Met ☐ Partially Met ☐ Not Met |
3. LETTER FROM THE BOARD CHAIR / EXECUTIVE DIRECTOR
[________________________________________]
[________________________________________]
[________________________________________]
[________________________________________]
4. PROGRAM ACCOMPLISHMENTS
Program 1: [________________________________________]
Description: [________________________________________]
Populations Served: [________________________________________]
Key Metrics:
| Metric | Prior Year | Current Year | % Change |
|---|---|---|---|
| [________________] | [________] | [________] | [________] |
| [________________] | [________] | [________] | [________] |
Impact Highlights: [________________________________________]
Program 2: [________________________________________]
Description: [________________________________________]
Populations Served: [________________________________________]
Key Metrics:
| Metric | Prior Year | Current Year | % Change |
|---|---|---|---|
| [________________] | [________] | [________] | [________] |
| [________________] | [________] | [________] | [________] |
Program 3: [________________________________________]
Description: [________________________________________]
Key Metrics:
| Metric | Prior Year | Current Year | % Change |
|---|---|---|---|
| [________________] | [________] | [________] | [________] |
5. FINANCIAL SUMMARY
5.1 — Statement of Financial Position (Balance Sheet Summary)
| Assets | Current Year | Prior Year |
|---|---|---|
| Cash and Cash Equivalents | $[____________] | $[____________] |
| Investments | $[____________] | $[____________] |
| Receivables (Grants/Pledges) | $[____________] | $[____________] |
| Property and Equipment (net) | $[____________] | $[____________] |
| Other Assets | $[____________] | $[____________] |
| Total Assets | $[____________] | $[____________] |
| Liabilities and Net Assets | Current Year | Prior Year |
|---|---|---|
| Accounts Payable | $[____________] | $[____________] |
| Other Liabilities | $[____________] | $[____________] |
| Total Liabilities | $[____________] | $[____________] |
| Net Assets — Without Donor Restrictions | $[____________] | $[____________] |
| Net Assets — With Donor Restrictions | $[____________] | $[____________] |
| Total Net Assets | $[____________] | $[____________] |
5.2 — Statement of Activities (Revenue and Expenses Summary)
| Revenue | Current Year | Prior Year |
|---|---|---|
| Contributions and Grants | $[____________] | $[____________] |
| Program Service Revenue | $[____________] | $[____________] |
| Fundraising Events (net) | $[____________] | $[____________] |
| Investment Income | $[____________] | $[____________] |
| Other Revenue | $[____________] | $[____________] |
| Total Revenue | $[____________] | $[____________] |
| Expenses | Current Year | Prior Year |
|---|---|---|
| Program Services | $[____________] | $[____________] |
| Management and General | $[____________] | $[____________] |
| Fundraising | $[____________] | $[____________] |
| Total Expenses | $[____________] | $[____________] |
| Change in Net Assets | $[____________] | $[____________] |
5.3 — Functional Expense Ratios
| Ratio | Percentage |
|---|---|
| Program Services / Total Expenses | [____]% |
| Management and General / Total Expenses | [____]% |
| Fundraising / Total Expenses | [____]% |
6. GOVERNANCE AND LEADERSHIP
6.1 — Board of Directors
| Name | Title | Term Expires | Independent? |
|---|---|---|---|
| [________________________________] | [____________] | [__/__/____] | ☐ Yes ☐ No |
| [________________________________] | [____________] | [__/__/____] | ☐ Yes ☐ No |
| [________________________________] | [____________] | [__/__/____] | ☐ Yes ☐ No |
| [________________________________] | [____________] | [__/__/____] | ☐ Yes ☐ No |
| [________________________________] | [____________] | [__/__/____] | ☐ Yes ☐ No |
6.2 — Officers
| Name | Title |
|---|---|
| [________________________________] | President / Chair |
| [________________________________] | Secretary |
| [________________________________] | Treasurer |
6.3 — Governance Compliance
☐ Board met [____] times during the fiscal year
☐ Conflict of interest disclosures collected from all directors and officers
☐ Whistleblower policy in place
☐ Document retention policy in place
☐ Executive compensation reviewed using comparability data
☐ D&O insurance maintained
7. FUNDRAISING AND DEVELOPMENT
| Source | Amount Raised | % of Total |
|---|---|---|
| Individual Donations | $[____________] | [____]% |
| Foundation Grants | $[____________] | [____]% |
| Government Grants | $[____________] | [____]% |
| Corporate Sponsorships | $[____________] | [____]% |
| Fundraising Events | $[____________] | [____]% |
| Other | $[____________] | [____]% |
| Total | $[____________] | 100% |
Donor Acknowledgments: ☐ All contributions ≥ $250 acknowledged per IRC § 170(f)(8)
Fundraising Efficiency Ratio: $[________] cost to raise $1.00
8. COMPLIANCE AND FILING STATUS
| Filing | Due Date | Filed? | Date Filed |
|---|---|---|---|
| IRS Form 990 / 990-EZ / 990-N | [__/__/____] | ☐ Yes ☐ No | [__/__/____] |
| State Annual Report (Secretary of State) | [__/__/____] | ☐ Yes ☐ No | [__/__/____] |
| State AG Report (if applicable) | [__/__/____] | ☐ Yes ☐ No | [__/__/____] |
| Charitable Solicitation Renewal(s) | Various | ☐ Yes ☐ No | [__/__/____] |
| State Tax-Exempt Return (if required) | [__/__/____] | ☐ Yes ☐ No | [__/__/____] |
| Form 990-T (UBIT, if applicable) | [__/__/____] | ☐ Yes ☐ No | [__/__/____] |
Public Disclosure Compliance (IRC § 6104(d)):
☐ Form 990 available for public inspection
☐ Determination letter available for public inspection
☐ Form 1023/1023-EZ available for public inspection
9. LOOKING AHEAD
Strategic Priorities for Next Fiscal Year:
- [________________________________________]
- [________________________________________]
- [________________________________________]
Budget Approved for Next Fiscal Year: $[________________________________________]
10. ACKNOWLEDGMENTS
The Organization gratefully acknowledges the support of:
[________________________________________]
[________________________________________]
[________________________________________]
11. CERTIFICATION
The undersigned certify that this Annual Report is a true and accurate summary of the Organization's activities and financial position for the fiscal year ended [________________________________________].
Executive Director:
Signature: ___________________________________________
Name: [________________________________________]
Date: [__/__/____]
Board Chair:
Signature: ___________________________________________
Name: [________________________________________]
Date: [__/__/____]
Treasurer:
Signature: ___________________________________________
Name: [________________________________________]
Date: [__/__/____]
SOURCES AND REFERENCES
- IRS, "Annual Filing Requirements for Tax-Exempt Organizations," https://www.irs.gov/charities-non-profits/annual-filing-and-forms
- IRS Form 990 Instructions
- FASB ASC 958 (Not-for-Profit Entities — financial statement presentation)
- National Council of Nonprofits, "State Filing Requirements," https://www.councilofnonprofits.org/running-nonprofit/governance-leadership/state-filing-requirements-nonprofits
- GuideStar / Candid, https://www.guidestar.org
About This Template
Nonprofit organizations have to comply with both corporate law and tax-exempt rules, which means more paperwork than a for-profit at every stage. Bylaws, conflict of interest policies, board minutes, and IRS filings all have to line up with federal tax-exempt requirements and state charity registrations. Clean nonprofit documentation protects the tax exemption, satisfies donors and grantmakers, and keeps the board out of personal liability.
Important Notice
This template is provided for informational purposes. It is not legal advice. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.
Last updated: April 2026