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.