Coleridge Initiative

Annual Reports & Finances

Annual Reports

Finances

SAM: Enrolled in System for Award Management

Fiscal Year: January 1 through December 31

Financial Management System: Bookkeeping and Accounting is outsourced to Jitasa (https://www.jitasagroup.com/). Jitasa is a full-service accounting firm following GAAP and handling hundreds of large nonprofit organizations, with robust internal controls and staff CPAs.

Accounting Platform: Quickbooks Online

Time and Effort Tracking: The Coleridge Initiative tracks all time spent by staff on a project and task basis using a DCAA-compliant software platform called BigTime. Time tracking is integrated with the accounting system, and timecards are reviewed and reconciled every month.

Human Resources: The Coleridge Initiative uses BambooHR for human resources record keeping and personnel management.

Audit: Click here to view our audit.

IRS Tax Form 990: Click here to view our IRS Tax Form 990.