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Meridian Community Foundation
Scenario-Based Budget Model
Financial Planning Tool · FY 2025
Analyst: B. Berdecia, PMP® FY 2025
Financial Planning · Scenario Analysis · FY 2025
Scenario-Based
Budget Planning Model
A fully interactive financial planning tool that simulates funding and expense outcomes across three scenarios, helping leadership make data-driven decisions before committing to a strategy.
$2.84M
Annual Budget
3
Scenarios
4
Sections
Total Annual Budget
$2.84M
Approved FY 2025
YTD Funding Received
$1.22M
Jan to Jun · 43% of target
YTD Expenses
$1.18M
Jan to Jun · on pace
YTD Net Position
+$42K
Slight surplus mid-year
Projected Year-End
+$68K
Updates with explorer
1
Operating Budget Overview — Actual YTD
Jan to Jun 2025 · Actuals only
CategoryJanFebMarAprMayJun
Grants$95K$88K$102K$91K$98K$105K
Donations$38K$42K$35K$44K$39K$48K
Fundraising$18K$12K$24K$16K$22K$29K
Total Income$151K$142K$161K$151K$159K$182K
Operations$62K$65K$61K$68K$63K$70K
Programs$48K$51K$54K$49K$55K$58K
Admin$28K$26K$30K$27K$29K$32K
Total Expenses$138K$142K$145K$144K$147K$160K
Net Position+$13K$0K+$16K+$7K+$12K+$22K
2
Funding Forecast Scenarios
Jul to Dec 2025 · Click to switch
Best Case: Assumes a 15% increase in grant funding, a major year-end fundraising campaign success, and two new corporate donors. Requires proactive grant writing and strong donor stewardship throughout Q3 and Q4.
3
Operating Expense Forecast Scenarios
Jul to Dec 2025 · Click to switch
Conservative: Expense growth kept at 3% over H1 averages. Non-critical spending deferred. Hiring frozen. Suitable when funding outlook is uncertain.
4
Custom Scenario Explorer — Real-Time Budget Simulator
Drag sliders to model any combination
Funding Multiplier x1.00
-50% WorstBaseline+50% Best
H2 Projected Funding $842K
Expense Multiplier x1.00
-50% LeanBaseline+50% High
H2 Projected Expenses $815K
▲ Projected Year-End Surplus: +$69K — Organization is financially healthy.
H2 Projected Funding
$842K
H2 Projected Expenses
$815K
H2 Net Position
+$27K
Full Year Net Position
+$69K
5
Project Takeaways
This budget planning model transforms complex financial data into an actionable planning tool. While built using simulated data, it replicates real-world budgeting challenges that any organization faces when managing multiple income streams and competing expense priorities.
The scenario-based approach forces decision-makers to think beyond a single forecast. By modeling three funding outcomes and three expense outcomes simultaneously, leadership can stress-test assumptions before committing to a strategy.
Financial Modeling Scenario Planning Budget Analysis Risk Assessment Chart.js Data Visualization Stakeholder Reporting
Especially Valuable For
Executive teams planning ahead of fiscal uncertainty
Grant writers evaluating the impact of new funding sources
Financial managers communicating budget health to boards
Program directors aligning spending with funding realities
Operations teams modeling the impact of new hiring decisions
Meridian Community Foundation · Scenario-Based Budget Planning Model · Analyst: B. Berdecia, PMP® · FY 2025
Disclaimer: All data, organization names, financial figures, personnel, and projections presented in this model are entirely fictitious and have been created solely for portfolio demonstration purposes. This tool does not represent any actual organization, contract, or financial engagement. Any resemblance to real entities or financial data is coincidental. This work is intended to illustrate financial modeling methodology, scenario planning capabilities, and data visualization frameworks in a professional context.
For Portfolio Use Only
B. Berdecia · bberdecia.com