Overview
Page 1 collects fundamental information about your organization that provides context for all subsequent compensation data. This information helps ensure accurate peer group comparisons and supports meaningful analytics across similar organizations.
Before You Begin
Gather the following information:
Your organization's fiscal year dates
Total operating budget
Number of venues/performance spaces
Basic organizational structure information
Geographic location details
Metropolitan Statistical Area (MSA) information
Key Concepts
Fiscal Year: All data entered should align with your organization's fiscal year
Operating Budget: Total annual operating expenses, excluding capital expenses
Step-by-Step Guide
1. Organization Profile
Confirm fiscal year dates
Note: These should match your Form 990 or audited financial statements
2. Operating Information
Enter total operating budget
Best Practices
1. Consistency with Official Records
Use figures that match your:
Audited financial statements
Form 990
Annual reports
Document any variations in notes field
2. Notes and Context
Use the notes field to explain:
Any unusual circumstances
Recent organizational changes
Special situations affecting data
Common Scenarios
Organizational Changes
If your organization underwent changes during the fiscal year:
Enter data reflecting end-of-year status
Document significant changes in notes
Contact support if you need guidance on specific situations
Common Pitfalls to Avoid
Mixing fiscal years
Missing significant organizational changes
Inconsistent budget figures
Next Steps
Review all entries for accuracy
Proceed to Page 2: Personnel Policies
Begin gathering policy documentation for next section
Need Help?
Schedule a support call
Check documentation for specific field definitions