Fillable Printable Sample Template for Basic Annual Report

Sample Template for Basic Annual Report

Photo – of people

Letter from the President (sample)

The past year has been an active one for our

organization. I hope that you will review the

statistics and photos we have offered in this annual

report.

In addition to the clients served, our board was

busy in 2004 with efforts to strengthen our

organization that included:

 Review and update of mission and by-laws

 Review and update of financial reporting

 Addition of a conflict of inte rest policy

 Addition of two new board members

 Development of an organizational plan

As you can see, we believe in operating our

organization as effectively and efficiently as

possible.

Our organization provides services to many of the

area’s citizens. We could not do that without the

commitment of our volunteers. Volunteers

provided more than 5,000 hours of service in 2004.

At a minimal $6.00 wage, that is $30,000 worth of

work contributed to serve the residents of this area

We could not operate without financial support;

support that is critical to paying our electric and

heating bills. Area donors contributed more than

$10,000 to support our organization in 2004. That

is a 10% increase from 2003.

To those of you who are not involved, I ask that

you consider volunteering, and/or financially

contributing to our organization.

John Example

Board President

Sample Template for Basic Annual Report

Organization Logo and/or Name

Year Annual Report

Photo –

organizational

activities

List of Board members

and any staff members.

2004 Financial Statement

Should be the financial statement that the board

approves at the end of the year.

Need not be detailed, but should contain

information that indicates how your money is

spent and where it comes from.

This is also an indication that your are f iscally

responsible and accountable.

2004 Services Provided

 How many people served

 Breakdown of children, adults,

families if appropriate

 List programs and services of the

organization

 List special events and their success

or attendance.



Feel free to shine

Consider a Gift

Consider giving a gift to our organization. We

operate solely to provide service to area

residents; residents who cannot afford to pay for

that service.

Financial contributions are needed for

operations, and as a match for our grant support.

In 2004, we initiated an Endowment Fund. The

purpose of an endowment fund is to provide

support in perpetuity for an organization.

An endowment fund is a permanent fund. The

principle is never used, only the interest is used

to support the organization.

Consider a contribution to increase this fund.

Volunteers, Donors, Supporters

List all volunteer names here. If they have

longstanding service, list the years or hours

contributed behind their name.

List all financial donors here. The amount

does not need to be lists, but those who

contributed the most should be listed first.

List and businesses or individual who

contributed in-kind donations to the

organization of expertise, service, equipment,

or product.

List any grant support you received, whether it

be foundation, corporate, state, or federal.