Executive Dashboard

A board-ready view of your organization's financial health, updated as data flows in.

City Church Demo · Fiscal Year 2026 · As of June 30

Reconciled to source11 KPIs computed from the trial balance; giving & expenses tie to the source P&L to the dollar.
Total Giving YTD
$612,400
+8.4% vs LY
Total Expenses YTD
$555,447
+5.1% vs LY
Net Surplus YTD
$56,953
9.3% margin
Cash Balance
$382,000
+$24K MoM
Reserve Ratio
4.2 mo
Target 3–6 mo
Days Cash on Hand
126
Policy ≥ 90
Payroll %
42.0%
Target ≤ 45%
Operating Margin
9.3%
vs LY
Budget Variance
+2.1%
Favorable
Giving Growth
+8.4%
Trailing period
Attendance Growth
+6.2%
325 avg

Giving vs Expenses

Trailing 12 months

JulAugSepOctNovDecJanFebMarAprMayJun
GivingExpensesMax $200K

Cash Flow Forecast

Projected operating cash · next 6 months

JunJulAugSepOctNovDec
ActualForecastMax $500K

Budget vs Actual

By quarter · FY2026

Q1Q2Q3Q4
BudgetActual

Top Expense Categories

Year to date

Compensation & Benefits
$257.2K
Facilities & Utilities
$96.4K
Programs & Ministry
$88.7K
Missions & Outreach
$61.2K
Administration
$34.4K
Technology
$17.5K

Restricted vs Unrestricted Funds

Current balances

$382K
Unrestricted65%
Missions (restricted)19%
Building (restricted)11%
Benevolence (restricted)5%

Reserve Trend

Months of operating reserves · target 3–6

4.1 mo

Payroll as % of Giving

Trailing 12 months · ceiling 45%

42.0%

Insights from Tara

Financial Health

Strong

Surplus, reserves, and giving growth are all within or above policy. Overall position is healthy heading into H2.

Cash Runway

4.2 months

Reserves sit comfortably inside the 3–6 month target band. December giving typically lifts this further.

Payroll Risk

42% of giving

Payroll rose to 42% as giving growth moderated. Still under the 45% ceiling, but worth monitoring before any new hire.

Budget Variance

+2.1%

Net position is running favorable to budget, driven by stronger-than-planned Q2 giving.

Board Discussion Items

3 items

Reserve policy reaffirmation, a proposed Kids ministry hire, and the FY2027 capital plan are flagged for the next board meeting.

Want to go deeper? Ask Tara about reserves, payroll, or what your board should discuss this month.

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