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Finance

Nonprofit Financial Management

  • Basic Guide to Nonprofit Financial Management; From the Free Management Library and hosted by MAP for Nonprofits of St. Paul, Minnesota.

 

Business Plan Outline

  • Business Plan for Nonprofits and Social Ventures; An outline developed for nonprofit organizations wishing to embark on earned income ventures with a business model from the Nonprofits Assistance Fund.

 

Cash Flow Spreadsheet

  • Cash Flow Template; An Excel worksheet developed to help nonprofit financial managers build a customized cash flow projection. Instructions for using the template are included in the workbook.

 

Financial Management Self- Assessment

  • Characteristics of Financially Healthy Nonprofits; A self-assessment to assess your organization's financial management practices and identify areas for improvement. From the Nonprofits Assistance Fund.

 

Operating Reserves

  • The Nonprofit Operating Reserves Initiative Workgroup whitepaper on maintaining nonprofit operating reserves.

  

Financial Problems

  • Red Flags of Financial Problems; A list of some financial red flags from the Nonprofits Assistance Fund.

 

Financial Foundations

  • Reporting Financial Information to the Board; A publication on presenting financial information to board members from the Nonprofits Assistance Fund.

 

Request for Proposal for Audit Services

  • Audit Services Request for Proposal (RFP); An RFP template to simplify the process of soliciting bids from auditors. From the Nonprofits Assistance Fund.

 

Calculating and Using Financial Ratios

  • Nonprofit Financial Ratios Worksheet; Use this spreadsheet from the Nonprofits Assistance Fund to calculate your ratios.

 

Audit Committee Aid

  • Toolkit for the Audit Committee; The American Institute of Certified Public Accountants has a toolkit for the audit committee.