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.

Announcements

Member Summit - April 3
REGISTER by March 20

Lightning Round campaign - sub-campaigns due May 1
LEARN MORE

Platform Logins

Nexudus (space membership + message board)

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

Sage Intacct (finances)

Allyra (fundraising)

NOTE: Later in 2025, we will be sunsetting the old Portal and moving all document submission to Airslate. Want to try it out now? Use the following links:

Please email James with any questions or feedback about the new document submission process.

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

Forms & Templates

NOTE: Templates and forms will be updated throughout spring and summer of 2025. Please check here for the latest versions.

FISCAL SPONSORSHIP FORMS

Model A (Comprehensive) Fiscal Sponsorship Agreement Template

Model C (Contributed-Only) Fiscal Sponsorship Agreement Template

Annual Recertification Form (All Models)

Project Name Change Request Form

BUDGET TEMPLATES

Budget Template (Model A)

Budget Template (Model C)

CultureTrust Chart of Accounts

FINANCIAL FORMS

Blank Invoice to Pay Independent Contractors (Expense)

Blank Invoice to Receive Payment from Others (Revenue)

Cash Deposit Form

Credit Card Payment Authorization Form

Direct Deposit Form

Project-to-Project Funds Transfer Form

Purchase Order Form

Reimbursement Request Form

IN-KIND / VOLUNTEER FORMS

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

NOTE: CultureTrust’s FY24 audit is currently in progress. The audited statement and IRS 990 should be available in March 2025.

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 or a charter are requested)

CultureTrust Bylaws

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

Allocation Fee Calculators

When prompted, select “Make a Copy” to save the calculator to your Drive:

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