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Operating Budget

Help Keiki O Ka Aina (KOKA) put together a detailed operating budget covering at least one full fiscal year and provide expert advice on managing cash flow.
Keiki O Ka Aina (KOKA)
Honolulu, HI, USA
Keiki O Ka Aina (KOKA)
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Keiki O Ka Aina (KOKA)
Honolulu, HI, USA

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Cause
Education
Skills
Accounting Finance

Posted July 26th

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Operating Budget

Project details

What we need
  • A detailed Operating Budget covering at least one full fiscal year
  • Expert advice on how to reconcile actual expenses with budgeted expenses
Additional details

We have been fortunate to have consistent funding for the past 2 years but we are in the last year of some of our funding and must now create the annual budget and are looking for new ideas on how to track expenditures going forward.

What we have in place
  • We currently have all the items you are requesting., which should make it easy for you to get started. We also have The ED, COO and CFO will be involved in this process., and the ability to provide any other information you need.
How this will help
This project will save us $5,094 , allowing us to We will be able to provide more of our free services for children and families.

We do not have an earned income plan or a fundraising plan but we do have income from preschools that we run. We also have a new land project that will be costing money for infrastructure and development over the next 2 years. We would also like to look at the numbers to see if expansion of our current property is better than leasing outside offices.

Project plan

P
Prep: Distribution of Prep Materials
  • Volunteer Manager provides Professional with materials currently being used for financial planning, such as the current operating budget or chart of accounts, and current financial statements
  • Volunteer Manager also provides any additional materials that will affect budgeting, such as a fundraising plan, earned income plan, or business plan
1
Milestone 1: Information Gathering & Outline
  • Professional does additional due diligence to address any questions or issues
  • Professional creates a detailed outline for the budget, to be shared with Volunteer Manager for feedback
2
Milestone 2: Budget Creation
  • Professional creates budget and shares it with the Volunteer Manager for feedback
  • Professional incorporates any feedback into the model for final draft version
3
Milestone 3: Explanation & Training
  • Professional delivers the budget, alongside a detailed written or verbal explanation of how the budget should be utilized and modified in the future
  • Professional provides advice on how to record and reconcile actual expenses against the budget
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About the org

Keiki O Ka Aina (KOKA)
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Causes
Education Arts & culture Community & economic development
Posted by
Momi A
Momi A.

Executive Director

Our mission

Educating Children, Strengthening Families, Enriching Communities, Perpetuating Culture

Testimonials

Read the Impact Story
(No testimonial has been submitted by Momi)
It was such a pleasure to work with Keiki O Ka Ania specially Momi. Hopefully what I was able to provide was helpful
David G.
David G.

Volunteer

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