Tool

Affordability Calculator

Estimate how much you can afford to spend or borrow on a property based on your rent or current savings.

Site Control Roadmap

Navigate the legal, financial, and procedural steps of securing a real estate site.

Financial Ratios Worksheet

Assess financial health by calculating key liquidity and loan ratios using your existing financial statements.

Budget Scenario Planner

Analyze various budget scenarios to compare outcomes, plan strategically, and understand financial impacts of key decisions.

Case Statement Template

Incorporate the work you did throughout the Toolkit series to make a case for community investment in your organization’s future.

Case Statement Pitch Deck Template

Clearly share your vision for why your organization is taking on a real estate project and what will improve as a result.

Revenue Risk Calculator

Assess revenue risks and adjust projections based on the likelihood of securing funding.

Monthly Cash Flow Projection Budget

Track cash flow over the course of the year to manage timing of deposits and withdrawals and prevent overcommitting resources.

Program-Based Budget

Organize revenues and expenses by program, revealing true program costs.

Quarterly Budget

Track performance, adjust plans, and build long-term financial resilience through quarterly analysis.

Multi-Year Budget

Plan long-term goals, track variances, and manage growth or change effectively over multiple years.

Together, we are advancing community ownership of community assets across California.

Learn more about our work and those we serve.

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