Fiscal Sponsor Organizations

  • 1.  Core Operating Budget

    Posted 03-01-2024 15:48

    Hello! Would any fiscal sponsor orgs be willing to share your core operating budget? I'm revising ours and want to compare. I would be so grateful. Thank you!

    ETA: About Us

    • We have four full-time employees on our core team

      • ED, Compliance and Finance Officer, Program Officer, and Program Assistant

    • We offer full benefits (medical, 401k, LTD, etc.)

    • We have about 40 programs/FSOs at any given time

    • We do mostly Model As, Some Cs, a few Fs

    • Our core annual budget is currently ~$500,000, and I’m not sure if that’s reasonable for the number of programs we serve.



  • 2.  RE: Core Operating Budget

    Posted 03-01-2024 16:09
    Along these same lines, and for the same purpose, would any fiscal sponsor orgs be willing to share their Chart of Accounts?


  • 3.  RE: Core Operating Budget

    Posted 03-01-2024 17:37
    @Elane Spivak-Rodriguez Happy to share! Not sure how to export to cvs but here is a PDF of our COA.


  • 4.  RE: Core Operating Budget

    Posted 03-01-2024 19:52
    @Amanda LaFleur Thanks so much!


  • 5.  RE: Core Operating Budget

    Posted 03-01-2024 16:39
    Hi @Amanda LaFleur and @Elane Spivak-Rodriguez - Thanks for your questions. It seems to me like these are the kinds of things that orgs may not be totally open to sharing in their full forms so I have a couple of suggestions for you both to (hopefully) get some helpful responses:

    1) Can you each share a bit of background/additional description of what questions/issues you are trying to solve for with these requests? What led you to ask these questions of the community?

    2) Can you also remind folks of the general outlines of your FS practices (model(s) offered, community(ies) served, # of projects, your budget size, etc.)? Since we have orgs of all shapes and sizes, some background on your orgs may help encourage more relevant responses from orgs that are in your peer groups.

    Thanks again — I’m looking forward to seeing what kind of discussions we can stimulate!


  • 6.  RE: Core Operating Budget

    Posted 03-01-2024 17:40
    @Andrew Schulman Will do!


  • 7.  RE: Core Operating Budget

    Posted 03-01-2024 16:50
    Hi @Amanda LaFleur and @Elane Spivak-Rodriguez - Thanks for your questions. It seems to me like these are the kinds of things that orgs may not be totally open to sharing in their full forms so I have a couple of suggestions for you both to (hopefully) get some helpful responses:

    1) Can you each share a bit of background/additional description of what questions/issues you are trying to solve for with these requests? What led you to ask these questions of the community?

    2) Can you also remind folks of the general outlines of your FS practices (model(s) offered, community(ies) served, # of projects, your budget size, etc.)? Since we have orgs of all shapes and sizes, some background on your orgs may help encourage more relevant responses from orgs that are in your peer groups.

    Thanks again — I’m looking forward to seeing what kind of discussions we can stimulate!


  • 8.  RE: Core Operating Budget

    Posted 03-01-2024 17:40
    @Lisa Dugdale Thank you! I’ll email you now.


  • 9.  RE: Core Operating Budget

    Posted 03-07-2024 22:07
    @Amanda LaFleur I’m not seeing any email, FYI.


  • 10.  RE: Core Operating Budget

    Posted 03-18-2024 16:27
    @Lisa Dugdale Thanks for the bump Lisa! Getting pulled in a lot of directions emailing you now!