January 15, 2016

Compensation Worksheet

This worksheet can help you understand your personal finances before you start assessing specific job opportunities.

Taking a few minutes to fill out a compensation worksheet is a good first step in assessing your existing total compensation package and preparing to compare your existing package to an offer you may receive from a nonprofit organization.


Previous employment

Base compensation history

  • Current base:
  • Base previous year:
  • Base 2 years prior:
  • Base 3 years prior:

Incentive compensation history (if any)

  • Current (expected) bonus:
  • Bonus previous year:
  • Bonus 2 years prior:
  • Bonus 3 years prior:

Benefits
Think about all aspects of current/past benefits:

  • Health, vision, dental:
  • Retirement savings/401(k), pension:
  • Life insurance:
  • Severance package:
  • Transportation assistance:
  • Tuition reimbursement:
  • Family leave:
  • Vacation time:
  • Other:

Job offer: Nonprofit compensation and benefits package

Base compensation

  • Current offer:

Incentive compensation (if any)

  • Anticipated bonus:

Benefits
Think about all aspects of the current offer:

  • Health, vision, dental:
  • Retirement savings:
  • Life insurance:
  • Severance package:
  • Transportation assistance:
  • Tuition reimbursement:
  • Family leave:
  • Vacation time:

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