Board and Funder Reporting for Non-Profit Housing Providers

Summary

• Propvera produces board and funder reporting for non-profit housing providers from live operational records.
• Reports include occupancy and vacancy, collection and arrears, maintenance spend by building and income and expense statements.
• Expense tracking uses accountant-level categories, and monthly owner or stakeholder statements are print-ready.
• Everything exports to CSV and PDF for board packages and funder submissions.
• Preferred pricing is available for eligible non-profit and charitable housing organizations.

Who this is for

Executive directors

Leaders who need a dependable monthly picture without chasing staff for numbers.

Boards and treasurers

Directors reviewing occupancy, collection, arrears and spend each meeting.

Finance and admin staff

The people who currently rebuild the same figures every month.

Providers reporting to funders

Organizations submitting occupancy and financial detail on a schedule.

What you can report on

Occupancy and vacancy

Current and historical occupancy derived from live agreements, per property and portfolio-wide.

Collection and arrears

Charged, received, partial and outstanding amounts with balances by household.

Maintenance spend

Repair costs by property and unit, with request history and completion detail.

Income and expenses

Accountant-level expense categories with income statements per property and period.

Monthly statements

Print-ready hierarchical statements suitable for boards and stakeholders.

Exports

CSV for finance teams and PDF for board packages and funder submissions.

Reporting is a by-product, not a project

Because staff record charges, receipts, repairs and documents against the correct property and unit as part of daily work, reporting requires selecting a period rather than assembling data. The numbers in a board package and the numbers on a coordinator's screen are the same numbers.

• Occupancy derived from live agreements
• Received date drives financial periods, with backdating supported
• Expenses categorized for accountant-level detail
• Per-property and portfolio-wide views

Questions you can answer on the spot

Vacancy over the last twelve months, arrears by household, maintenance spend by building, how many agreements are current, which units turned over and when. All of it comes from records that already exist.

Consistency across staff changes

Reporting logic lives in the system rather than in one person's workbook, so a new staff member can produce the same package next month without inheriting a spreadsheet.

Preferred non-profit pricing

Eligible non-profit and charitable housing organizations can access preferred pricing in Canadian dollars, with founder-led onboarding and migration help.

Frequently asked questions

What reporting do housing providers get?

Occupancy and vacancy, collection and arrears, maintenance spend by building and unit, and income and expense statements per property and period, all exportable to CSV or PDF.

Are the reports print-ready for a board?

Yes. Monthly statements are hierarchical and print-ready, and summary packages export as PDF while detail exports as CSV.

Can we report per property as well as portfolio-wide?

Yes. Every report can be scoped to a single property or across the whole portfolio.

How are expenses categorized?

Expenses use accountant-level categories, including maintenance logged directly from repair work, so operating costs are attributable to the right property.

Does backdated data report correctly?

Yes. The received date is the authoritative financial date, so payments entered later still report in the month they were received.

Is there preferred pricing for non-profits?

Yes, for eligible non-profit and charitable housing organizations. Book a walkthrough and eligibility is confirmed with you.

Can auditors be given the detail they ask for?

Yes. Month-by-month charge and payment history per unit, plus expense detail, export for audit review.