Finance¶
Budget, revenue plan, sponsor agreements, and financial policies.
Year 1 conceptual budget summary¶
All dollar amounts in the Year-1 budget have been removed pending adoption by the founding board's audit/finance committee. The structure of revenue and expense categories is documented in year-1-budget.md.
See the revenue model structure in ../blueprint/launch-blueprint.md, Section 8.
Financial policies (to be drafted)¶
- Expense reimbursement policy
- Signing authority matrix (thresholds set by founding board)
- Investment policy (when reserves justify)
- Audit / financial review thresholds
Sponsor materials¶
sponsorship-tiers.md— sponsor levels and benefitssponsorship-agreement-template.md— base contract template
Annual cadence¶
| Item | When |
|---|---|
| Budget approval (board) | Q4 prior year |
| Quarterly financial review | Quarterly |
| Annual financial statements | Within 90 days of year-end |
| Form 990 filing | 15th day of 5th month after fiscal year-end |
| Lobbying portion-of-dues notice to members | With renewal each year |
| Audit / financial review (independent CPA) | Yearly review; full audit at revenue threshold set by audit/finance committee |