Reset Search
 

 

Article

How do I fill out the Data Profile as a fiscally-sponsored organization?

« Go Back

Information

 
Answer
If you are filling out a Data Profile as a fiscally-sponsored organization, you should only enter information that applies to your organization, and not your fiscal sponsor. Use your internal financial statements to complete the Data Profile, which may include statements generated from your accounting software, spreadsheets, or other financial records. If you do not manage your own financials, work with your fiscal sponsor to gather the necessary information.

In order to separate out your contributed revenue by source, ask your fiscal sponsor for this information. Because they are receiving contributions on your behalf they should have access to this data.

If you pay your fiscal sponsor a fee to serve as a conduit for funding, it may either be a direct fee or a percentage of each grant or contribution. Direct fees paid to a fiscal sponsor should be entered in the Non-Personnel Expense section, on the line for Non-Personnel Expenses Not Included Above. For example, if you are awarded a $1000 grant and the sponsor sends you $1000 and bills you a membership/sponsorship fee of $75, enter $1000 as a Contributed Revenue and $75 as a Non-Personnel Expenses.

If the fiscal sponsor takes a percentage of each grant or contribution, and no direct sponsorship fee is paid, your revenue should reflect the actual amount you received from your sponsor, excluding that percentage. For example, if you are awarded a $1000 grant and the fiscal sponsor fee is 10% of the grant and they send you $900, please enter it into the CDP as $900 under Contributed Revenue.


For more information, see this related article:
What is a fiscal sponsor, and how is it different from a parent organization?

Feedback

 

Was this article helpful?


   

Feedback

Please tell us how we can make this article more useful.

Characters Remaining: 255