Reporting
CSF is committed to transparency, accountability, and accuracy in all programmatic and financial reporting. CSF will provide timely and reliable reports to its Board of Directors, funders, and the public to demonstrate stewardship of resources and progress toward mission goals.
Accuracy and Completeness
All reports—financial, programmatic, and administrative—must be accurate, supported by documentation, and complete.
Reports will reflect actual results and expenditures, not estimates, except where interim reporting is clearly labeled as such.
Timeliness
Reports will be submitted according to the schedule established by the Board, funders, or grant conditions.
Internal reporting deadlines will be set earlier than external due dates to allow for management review and corrections.
Financial Reporting
CSF will produce financial statements that include revenues, expenditures, assets, and liabilities.
Monthly internal financial reports will be reviewed by management and the Board Treasurer or Finance Committee.
External funder reports will reconcile with CSF’s official accounting records.
Programmatic Reporting
CSF will track and report program outputs, outcomes, and deliverables tied to its strategic objectives.
Data collection methods will be consistent, reliable, and documented in writing.
Reports will highlight both successes and challenges to ensure transparency.
Oversight and Review
All reports must be reviewed by a designated manager or officer before submission.
The Board of Directors will receive at least quarterly updates on CSF’s financial and programmatic performance.
Grant-Specific Requirements
Certain grants may require specialized formats, systems, or performance measures (e.g., JustGrants for federal awards).
Where applicable, CSF will issue grant-specific reporting addenda in the Grant Portal to supplement this policy.
Enforcement
Failure to provide accurate and timely reports may result in corrective action, including retraining, additional oversight, or termination of agreements with subrecipients. Significant reporting failures will be escalated to the Board and, if required, to funders or regulators.
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