How to Create an NGO Balance Sheet Format in Excel

This is an overview.

Step 1 – Entering the Source of Assets and Formulas for Primary Calculation

Enter data in your Excel sheet.
Use the following formula in C11 to calculate the total Current Assets of the organization.

=SUM(C6:C10)

The formula uses the SUM function to return the value of the Total Current Assets.

Calculate other assets.

Use the formula below in F10 to get the total Fixed (Long-term) Assets.

=SUM(F6:F9)

To calculate the Overall Total assets, use the formula below.

=C11+F10+F15

The Asset Calculation sheet is complete.

Step 2- Calculating Liabilities and Owner’s Equity

Enter Liabilities parameters and use the following formula to calculate the Total Current Liabilities.

=SUM(C6:C11)

Use the same function for other Liability Calculations.
Use the following formula to get the Total Liabilities and Owner’s Equity.

=C12+F9+F15

Step 3 – Summarizing the NGO Balance Sheet Format

Create a formula to calculate the Debt Ratio (the ratio between the Total Liabilities and Total Assets).

=IF(Assets!C14=0,"",(Liabilities!C12+Liabilities!F9)/Assets!C14)

the IF function checks whether the Total Asset is 0. If the condition is true, there will be no return output. Otherwise, it will return the Debt Ratio (Current Liabilities + Long Term Liabilities)/Total Assets.

Create a formula to calculate the Current Ratio (the ratio of Current Assets and Current Liabilities). This ratio also represents the ability of a company to pay its short time dues within a year.

=IF(Liabilities!C12=0,"",Assets!C11/Liabilities!C12)