Individual Charity Report - Sample
The Basic Single Charity Report
The Basic Single Charity Report provides users with calculated metrics of the charity as well as the benchmarks of its relevant sector and sector-size for comparison.
Below is the list of headings for the single charity report. Each number represents a different aspect of the report.
- Charity Name
- Mission & Vision of Charity
- Objective of Charity
- Sector of Charity
- Size of Charity
- IPC Status
- Year of Latest Financial Detail
- Number of Employees
- Latest Income
- Latest Expenditure
- Income Growth Rate in the last year
- Expenditure Growth Rate in the last year
- Income Composition Chart
- Expenditure Composition Chart
- Programme Fees
- Investment Income
- Government Grant
- Total Donation
- Other Income
- Programme Expenses
- Fundraising Expenses
- Other Expenses
- Reserved Ratio
- Employee Cost Ratio
- The metrics calculated for the charity
- The average metrics for charities in the same sector
- Difference between charity and sector average
- The average metrics for charities in the same sector and size
- Difference between charity and sector-size average
The Premium Single Charity Report
The Premium Single Charity Report provides users with 6 more comprehensive calculated metrics of the charity as well as the benchmarks of its relevant sector and sector-size for comparison than the Basic Single Charity Report.
Below is the list of headings for the single charity report. Each number represents a different aspect of the report.
- Charity Name
- Mission & Vision of Charity
- Objective of Charity
- Sector of Charity
- Size of Charity
- IPC Status
- Year of Latest Financial Detail
- Number of Employees
- Latest Income
- Latest Expenditure
- Income Growth Rate in the last year
- Income Growth Rate (annualised) over last 3 years
- Expenditure Growth rate in the last year
- Expenditure Growth rate (annualised) over last 3 years
- Income Composition Chart
- Expenditure Composition Chart
- Programme Fees
- Investment Income
- Government Grant
- Total Donation
- Other Income
- Programme Expenses
- Fundraising Expenses
- Other Expenses
- Cash Ratio
- Endowment Fund Ratio
- Restricted Fund Ratio
- Unrestricted Fund Ratio
- Reserved Ratio
- Employee Cost Ratio
- The metrics calculated for the charity
- The average metrics for charities in the same sector
- Difference between charity and sector average
- The average metrics for charities in the same sector and size
- Difference between charity and sector-size average
