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Riverside
April 2026
EXECUTIVE SUMMARY
Total Income
$41,049
Total Expenses
$90,987
Net Operating Income
($49,938)
vs. Prior Year
($49,460)
Budget Variance
($25,738)
INCOME OVERVIEW

Total April 2026 income of $41,049 was $20,351 (33.1%) below budget and $17,416 below April 2025. The primary driver of the shortfall was Private Donations coming in at $5,624 against a $21,000 budget, and State Allocations of $0 vs. $15,000 budgeted. Fundraiser Event and Community Organizations were bright spots, both significantly exceeding budget.

Income Category Actual ($) Budget ($) Variance ($) vs. Prior Yr ($)
Community Fundraisers$14,674$10,800$3,874$3,966
Church & Community$5,745$3,500$2,245$2,093
State Allocations$0$15,000($15,000)($13,759)
Private Donations$5,624$21,000($15,376)($15,407)
Community Organizations$4,671$1,500$3,171$3,525
TOTAL INCOME $41,049 $61,400 ($20,351) ($17,416)
Riverside
Year to Date | January – April 2026
Account / Description Actual Budget Variance ▶ Variance Comment (This Period) Prior Year Variance ▶ Variance Comment (Prior Year)
INCOME
Community Fundraisers
Fundraiser Event $ 9,328 $ 6,000 $ 3,328 Strong event performance $ 5,900 $ 3,428
Direct Mail Income $ 29,677 $ 47,200 ($ 17,523) Review strategy $ 45,275 ($ 15,598)
Private Donations $ 5,624 $ 21,000 ($ 15,376) Largest shortfall — monitor $ 21,031 ($ 15,407)
Total Community Fundraisers $ 69,741 $ 79,200 ($ 9,459) $ 102,625 ($ 32,884)
TOTAL INCOME $ 254,765 $ 239,800 $ 14,965 $ 320,276 ($ 49,178)
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1

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Export your P&L and Budget vs. Actuals from QuickBooks and drop them into our secure portal. Takes about two minutes.

2

AI does the heavy lifting

Our AI reads every line item, calculates variances, spots trends, and writes plain-English narrative insights — no jargon, no fluff.

3

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4

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What You Receive
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📋

Executive Summary PDF

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PDF · 1–2 pages
📊

Combined Detail Report PDF

Full line-item breakdown merging your Budget vs. Actuals and Prior Period comparison into one color-coded, print-ready document. Green and red variance indicators make the important stuff impossible to miss.

PDF · Full detail
📁

Annotated Excel Workbook

All the same data in a structured, editable spreadsheet with built-in variance comment columns — so your team can add notes and context right alongside the numbers. Two-tab layout: summary + line items.

Excel · Editable
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Pricing
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Great for smaller businesses with quarterly reporting needs. A low-commitment way to see what professional financial reporting looks like for your operation.
$97/ quarter
+ $375 one-time setup fee
  • One full report set per quarter
  • Executive Summary PDF
  • Combined Detail PDF
  • Annotated Excel workbook
  • Color & black/white versions
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$197/ month
+ $375 one-time setup fee
  • Monthly report delivery
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  • AI-written variance commentary
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  • Priority 24-hour turnaround
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$597one-time
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  • Standalone Windows app (.exe)
  • Drop in your QuickBooks export
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