Sample deliverable: prepared with representative data. Your version is built from your real programs.

Funder Packet

The Complete Funder Packet

Organization overview, outcomes against target, program evidence, and financials with an honest ask, assembled in one evidence-backed package.

OrganizationHarbor Bridge Works
Reporting periodFY July 2025 to June 2026
Prepared byLuminary Impact
ReviewU.S. human reviewed
1. Organization overview

Who Harbor Bridge Works Is, On One Page.

A workforce development nonprofit founded in 2016, serving adults returning to the workforce across the Averton region. Eleven staff run three programs on one data spine: Job-Ready Training (twelve-week cohorts), Bridge Placement (direct employer placement), and Anchor Support (post-hire retention coaching).

412adults served this fiscal year
34employer partners in the placement pipeline
9board members, quarterly financial oversight

Population served and geography.

Adults 18 and older facing barriers to steady employment across the Averton region: 61 percent were unemployed at intake, 44 percent had a prior justice-system involvement, 38 percent were parents of minor children. Services are delivered at two sites and by mobile intake at four partner locations.

Leadership and board.

Led by an executive director and a three-person program leadership team. A nine-member board provides governance and quarterly financial oversight; board affiliations and the current roster are attached. The organization completed an independent financial review for the most recent fiscal year.

Registration and compliance.

Every identifier a funder checks, with its current status. Nothing here is claimed; each line is either current or its status is stated plainly.

Registration and compliance identifiers
IdentifierValue and status
Legal nameHarbor Bridge Works (fictional demonstration)
EIN47-3901185
Unique Entity ID (UEI)J9K7M2X4QPT3
SAM.gov registrationActive, renews November 2026
501(c)(3) statusDetermination letter on file, 2016
NTEE codeJ20, Employment, Job Training
NAICS codes624310, 611430
State charitable registrationCurrent in all states of operation
Candid (GuideStar) SealGold, 2026
2. Outcome summary

The Results, Tied To Targets.

Five headline outcomes for the period, each stated as a number, tied to its indicator and target, and compared against the prior year. Targets were agreed with funders at the start of the fiscal year.

Outcomes: indicator, target, this period, prior period, and method
IndicatorTargetThis periodPrior yearHow measured
Training completion rate75%79% (251 of 318)74%Attendance and credential records, by code
Placed within 90 days of completion65%70% (176 of 251)66%Employer verification plus participant confirmation
Employed at six months70%71% (129 of 182 reachable)68%Follow-up survey and wage records where consented
Median starting wage$17.50/hr$18.40/hr$17.10/hrOffer letters and pay stubs, self-reported where not on file
Six-month job retention80%82%n/aEmployer or participant confirmation

Method notes, in plain language.

Completion is measured from attendance and credential records held by participant code. Placement is confirmed twice: once by the employer and once by the participant. Six-month employment is reported against a stated reachable denominator, so the rate is never inflated by dropping people we could not reach. Wage figures come from offer letters and pay stubs where provided, and are labeled self-reported where they are not. Six-month retention is a new indicator this year, so no prior-year value exists; that cell is marked n/a rather than estimated.

Why the reachable denominator matters

The honest way to report a follow-up outcome is to state how many people you actually reached, then report the rate among them. 129 of 182 reachable is a stronger claim to a funder than a rounded 71 percent with no denominator, because it shows the work behind the number.

3. Program evidence

The Data Behind Every Claim.

Participant counts by program, tracked by code, with completion and follow-up rates shown honestly against the number reached.

Participant counts and rates by program, referenced by code
ProgramEnrolledCompletedPlacedVerified at six months
Job-Ready Training318251 (79%)176129 of 182 reachable (71%)
Bridge Placement94n/a6144 of 58 reachable (76%)
Anchor Support203187 (92%)n/an/a

How and when the data is collected.

Data is captured at five points across the participant journey, by link and QR, referenced by code and never by name. Response rates are reported for each stage so a funder can see where the evidence is strongest and where follow-up is still being built.

Data collection cadence, tooling, and response rates
StageWhenToolResponse rate
IntakeEnrollment dayNative intake form, by code100%
Mid-program pulseWeek sixIn-session survey94%
Exit surveyAt completionLink and QR88%
90-day follow-up90 days afterSMS and call76%
Six-month follow-upSix months afterSMS, call, employer check61% (182 of 300)

In participants’ words.

Two quotes, used with written consent on file, referenced by code.

“I had applications out for eight months with nothing. The coaching here was the first time someone read my resume with me instead of just telling me to fix it. I started at the warehouse in March.”

Participant HBW-2287Consent on file

“The certification was the thing standing between me and the pay I needed. Harbor Bridge covered the exam fee, and now I make almost four dollars more an hour than my last job.”

Participant HBW-3104Consent on file
4. Financials and the ask

The Funded Program Organization-supplied.

Financial figures are supplied by the organization from its own records and independent review. Luminary assembles and formats them and does not audit, certify, or provide accounting advice.

Budget for the funded program.

Job-Ready Training is the program this request funds. Program expense share is 81 percent; indirect is held to 5 percent and documented.

Job-Ready Training program budget, organization supplied
LineAmountShare
Personnel: instructors and coaches$214,00055%
Participant supports: transit, credentials, tools$78,00020%
Program operations and space$54,00014%
Evaluation and data$23,0006%
Administrative allocation (indirect)$19,0005%
Total program budget$388,000100%

Cost per outcome, honestly framed.

The fairest number is cost per verified six-month job, because it counts only outcomes that lasted. Reporting cost per enrollment alone would understate what a durable result actually costs.

Cost per outcome, fully loaded
BasisCalculationCost
Per enrollment$388,000 / 318$1,220
Per completion$388,000 / 251$1,546
Per placement$388,000 / 176$2,205
Per verified six-month job$388,000 / 129$3,008

What this funding made possible.

  • Three additional cohorts, 78 more enrollments than the prior year.
  • A dedicated follow-up coordinator, which raised six-month reachability from 48 to 61 percent.
  • Credential exam fees covered for 92 participants who could not otherwise afford certification.

What the next dollar would unlock.

  • $45,000 restores six-month follow-up to the full cohort, converting soft outcomes into verified ones and lifting reachability toward the 80 percent target.
  • $120,000 funds a fourth quarterly cohort, 26 additional enrollments, using existing staff and curriculum. Because fixed costs are already covered, the marginal cost per outcome falls below the average shown above.
The honest ask

We do not promise outcomes we cannot measure or submit on your behalf. This packet shows a funder exactly what their money bought last year and exactly what the next dollar would buy, with the method behind every figure. That is what makes the ask credible.

Luminary Impact, a service of Legacy X LLC

Prepared for Harbor Bridge Works, a fictional organization used to demonstrate the deliverable format and standard; all figures are representative. Luminary Impact prepares, produces, and documents; it does not certify, audit, or submit applications on a client’s behalf, and never fabricates financial or outcome figures.

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