Member and Field Resources

Welcome, Members and Friends!

This page was created for you to find the resources, attachments, and guides needed to help you as a Member or Project Director, and for those interested in accessing the resources needed for fiscally sponsored projects. We are working diligently to keep items on this page up-to-date and growing. If you don't see something that you think would be important for you, please let us know!

We hope this section will provide you with all the necessary information needed to support your work, and to provide deeper transparency to those in the field who would like to understand what it takes to be a fiscally sponsored project.

Platform Logins

Nexudus (space membership + message board)

The Portal (contracts + COIs + timesheets + other document requests)

Sage Intacct (finances)

Allyra (fundraising)

CALENDARS

Finance due dates + holiday closings (Google)

CultureWorks events

Grants calendar

Manuals & Trust Information

CoWorking Manual

Model A Fiscal Sponsorship Manual

Model C Fiscal Sponsorship Manual

CultureTrust Operational Trust Agreement

Summary Of CultureTrust's Directed Trust Model

Fiscal Sponsorship Forms & Templates

Model A (Comprehensive) Fiscal Sponsorship Agreement Template

Model C (Contributed Income Only) Fiscal Sponsorship Agreement Template

Fiscal Sponsorship Annual Recertification Form (All Models)

Blank Invoice

Budget Template (Model A)

Budget Template (Model C)

CultureTrust Chart of Accounts

Project Touchbase Template

Reimbursement Request Form (Fillable PDF)

Project-to-Project Funds Transfer Form

Project Name Change Request Form

PEX Card Initial Request Form (Request A New PEX Card)

PEX Card Refill Form (Add Funds To Your Existing PEX Card)

Project Invoice Form (Use This To Bill Others For Work Your Project Does)

Cash Deposit Form

Credit Card Payment Authorization Form

Direct Deposit Form

Purchase Order Form

In-Kind Contribution Form

Project Staff Volunteer Hours Form

Pex Cards

Quick Guide - PEX Cards

PEX Card Initial Request Form (Request A New PEX Card)

PEX Card Refill Form (Add Funds To Your Existing PEX Card)

How To Load Your PEX Card Through SAGE/Intacct

How To Reconcile PEX Card Statements

Grant Attachments

What is the Fiscal Year?

  • Current Year: FY25 (July 1, 2024 - June 30, 2025)

  • Prior Year: FY24 (July 1, 2023 - June 30, 2024)

  • Most Recent Audit Year: FY23 (July 1, 2022 - June 30, 2023)

Audits & 990s

CultureTrust Audited Statement FY23

CultureTrust Audited Statement FY22

CultureTrust Audited Statement FY21

CultureTrust IRS 990 FY23

CultureTrust IRS 990 FY22

CultureTrust IRS 990 FY21

Charitable Documents

CultureTrust PA Bureau of Charitable Organizations (BCO) Certificate, Exp. May 2025

CultureTrust Greater Philadelphia IRS Determination Letter

CultureTrust Operational Trust Agreement (use if Articles of Incorporation are requested)

Financial Statements & Budget

CultureTrust Organizational Budget FY25

CultureTrust Organizational Budget FY24

CultureTrust Balance Sheet - YTD as of September 30, 2024

CultureTrust Statement of Activities - YTD as of September 30, 2024

Other

Board of Directors List 2024

William Penn Foundation - Info Sheet about Fiscal Project Applications

One-Sheets, How-Tos, and Other Information

Business Model Canvas Template & Guide

Allyra Info and Frequently Asked Questions

Guide To Crowdfunding With CultureTrust

Setting Up & Running Payroll Guide

Quick Guide: Contracts

CTGP Online Sales Guide

CTGP Applying For Grants Guide

The Portal Guide (How to Add A New Person/Entity)

How To Reconcile PEX Card Statements

How To Load Your PEX Card Through SAGE/Intacct

How To Submit An Expense Request In SAGE-Intacct (Model A)

How To Submit An Expense Request In SAGE-Intacct (Model C)

How To Update Payment Information In Nexudus

New Hire/Employee Documents & Info

Hire/Offer Letter Template

CultureTrust Employee Info Form

I9 Form For Employees

W4 Tax Form For Employees

W9 Tax Form For Vendors & Independent Contractors

Independent Contractor Agreement Template

Employee Vs. Contractor Checklist

Employee Vs. Contractor Presentation

Employee Vs. Contractor Recording

Payroll Timesheet

Model C-Specific Templates, Instructions, & Documents

Model C Project Funds Draw Disbursement Form

Model C Disbursement Form Instructions

Model C Intellectual Property Ownership Explainer

Logos

CultureWorks Logo (Banner)

CultureWorks Logo (Icon)

Resources

Creative Philadelphia

Greater Philadelphia Cultural Alliance - Member Benefits

Grants Calendar and Directory

Mural Arts Institute