Free nonprofit tool
Cost Allocation Worksheet
Split shared costs across program, administration, and fundraising, then export a clean allocation worksheet.
Results update instantly
Shared expenses
$210,000
Program
$141,000
Administration
$45,000
Fundraising
$24,000
Allocation worksheet
Enter each shared expense and the percentage basis for its allocation.
Each expense is complete on mobile. On larger screens, scroll horizontally to review every allocation column.
| Expense | Total | Method | Program % | Admin % | Fundraising % | Program | Admin | Fundraising | Remove |
|---|---|---|---|---|---|---|---|---|---|
| Program allocation$36,000 | Administration allocation$15,000 | Fundraising allocation$9,000 | |||||||
| Program allocation$105,000 | Administration allocation$30,000 | Fundraising allocation$15,000 |
Hopewell example expenses are ready to edit.
Use this as a working worksheet
Review allocation methods with your finance team and retain the records that support each percentage.
Choosing a defensible method
Apply a consistent basis and retain the supporting records your organization uses.
Time-based
Useful for shared staff costs when time records support the split.
Square footage
Useful for occupancy costs when programs use distinct physical space.
Headcount
Useful for broadly shared services when staffing is a reasonable driver.