Annual Report

Corporate annual report with letter from the CEO, financial highlights, charts via pgfplots, and a clean two-column body. Suitable for companies, nonprofits, and foundations.

Category

Reports

License

Free to use (MIT)

File

annual-report/main.tex

main.texRead-only preview
\documentclass[11pt,a4paper]{article}
\usepackage[T1]{fontenc}
\usepackage[utf8]{inputenc}
\usepackage[a4paper,margin=2cm]{geometry}
\usepackage{graphicx}
\usepackage{xcolor}
\usepackage{titlesec}
\usepackage{booktabs}
\usepackage{multicol}
\usepackage{pgfplots}
\pgfplotsset{compat=1.18}
\usepackage[hidelinks]{hyperref}

\definecolor{brand}{HTML}{0B5D3B}
\definecolor{gold}{HTML}{C19A3A}

\titleformat{\section}{\color{brand}\huge\bfseries}{}{0em}{}
\titleformat{\subsection}{\color{brand}\Large\bfseries}{}{0em}{}

\pagestyle{empty}

\begin{document}

\begin{center}
  \vspace*{1cm}
  {\color{gold}\rule{0.6\linewidth}{1pt}}\\[1em]
  {\color{brand}\Huge\bfseries EXAMPLE FOUNDATION}\\[0.3em]
  {\Large Annual Report \the\year}\\[0.5em]
  {\color{gold}\rule{0.6\linewidth}{1pt}}
\end{center}

\vspace{2em}

\section*{Letter from the President}
\noindent To our partners and supporters,

This year, the Foundation expanded its impact across 14 communities and 37 programs.
We welcomed 6{,}200 new participants and invested \$4.8M in strategic initiatives.
Your continued trust makes this work possible.

\vspace{1em}
\noindent \emph{First Last, President}

\newpage
\section*{Financial Highlights}
\begin{minipage}[t]{0.48\linewidth}
\begin{tabular}{lr}
\toprule
Metric & Amount (USD) \\
\midrule
Total revenue     & \$8{,}420{,}000 \\
Program expenses  & \$4{,}810{,}000 \\
Operating surplus & \$ \phantom{0}920{,}000 \\
Net assets (EOY)  & \$21{,}300{,}000 \\
\bottomrule
\end{tabular}
\end{minipage}\hfill
\begin{minipage}[t]{0.48\linewidth}
\begin{tikzpicture}
\begin{axis}[width=\linewidth,height=4cm,ybar,ylabel={Revenue (M\$)},symbolic x coords={2022,2023,2024,2025,2026},xtick=data,nodes near coords,ymin=0,ymax=10]
  \addplot coordinates {(2022,5.1) (2023,6.0) (2024,6.9) (2025,7.6) (2026,8.4)};
\end{axis}
\end{tikzpicture}
\end{minipage}

\section*{Our Year in Review}
\begin{multicols}{2}
\subsection*{Programs}
This year we launched two flagship programs in education and climate resilience.
Participation grew 34\% year-over-year. Staff expanded from 18 to 27.

\subsection*{Impact}
Independent evaluators measured a 2.1x improvement in learning outcomes across
our partner schools. Surveys showed a 91\% satisfaction rate.

\subsection*{Partners}
We welcomed 11 new partner organizations. Our collective grew to 48 partners.

\subsection*{Community}
More than 1{,}200 volunteers contributed 22{,}000 hours.

\subsection*{Looking Ahead}
In \the\numexpr\year+1\relax, we plan to expand our programs into three new regions.
\end{multicols}

\section*{Thank You}
None of this work would be possible without you.

\end{document}
Bibby Mascot

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