Income Statement

The Income Statement shows revenue and expenses over a date range in a standard nonprofit layout. It answers whether your organization operated at a surplus or deficit for the month, quarter, or year. This is not the same report as the Statement of Activities, which adds donor restriction columns auditors expect on formal financials.

Generate it from Reports → Income Statement, select your range, optionally filter by fund, and export PDF or Excel. Available on PlusProEnterprise with fund accounting. For side-by-side fund columns, open Income Statement by Fund, available on ProEnterprise for a parent organization. Compare year-over-year trends in the Comparative Report or against budget in Annual Budget Planning.

Revenue and expenses for any range in a standard layout so leadership compares program results without waiting on a spreadsheet.

Report Contents

• Revenue by category: donations, grants, program fees, and investment income
• Expenses in the income statement's own categories, such as personnel, program services, and facilities
• Change in net assets for the selected period

Related Reports

Program, management, and fundraising columns live in Form 990 Builder. See Statement of Functional Expenses for that Part IX worksheet, and Cash Flow Statement when boards ask about liquidity beyond accrual profit and loss.

Good to Know

Statement of Activities is still a closed hub tile. Use this Income Statement for period activity.