Nonprofit Cost Allocation Calculator | Overhead, Payroll & Fringe Allocation
Stop manually dividing shared expenses across your nonprofit's programs, grants, and departments.
The Nonprofit Cost Allocation Calculator helps you distribute overhead, payroll, and fringe benefits across cost centers using consistent allocation methods, automated calculations, and built-in reconciliation checks.
Designed for nonprofit bookkeepers, accountants, finance managers, and grant-funded organizations.
KEY FEATURES
✓ Allocate rent, utilities, insurance, and shared administrative costs
✓ Choose from 6 allocation methods, including Square Footage, FTE, Labor Hours, Direct Costs, Custom Weight, and Equal Split
✓ Separate direct expenses from shared overhead
✓ Automatically calculate payroll, fringe, and overhead allocations
✓ View total costs by program, grant, or department
✓ Generate monthly and quarterly allocation summaries
✓ Identify missing information, allocation errors, and reconciliation differences
✓ Document allocation methods, supporting information, and approvals
WHAT'S INCLUDED
• Excel and Google Sheets versions
• Blank reusable template and completed example
• Summary dashboard and allocation schedules
• Monthly and quarterly reporting
• Validation and reconciliation checks
• Allocation policy documentation
• Built-in instructions
WORKBOOK CAPACITY
• Up to 50 cost centers
• Up to 25 overhead categories
• Up to 2,000 expense transactions
IMPORTANT INFORMATION
Calculated overhead rates are intended for internal analysis and are not automatically approved federal indirect cost rates. Grant-specific requirements and expense allowability must be evaluated separately.
Digital download only. No physical product will be shipped.