Back to Resources Nonprofit Tax-Exempt IRS Form 990 The Form 990 provides a strong financial, programmatic and governance overview of any given tax-exempt 501(c)3 organization. Form 990s for any registered nonprofit can be found for free on Guidestar.org, and many nonprofits also choose to post completed years’ forms on their website. Part 1 of the…
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Back to Resources Program-Based Budget The program-based budget helps a nonprofit organization plan for operations in the coming year. The budget looks at when revenue is earned (an award letter received in advance of a disbursement) and expenses incurred (when the invoice is received rather than when the vendor is paid). A good budget should…
DownloadA capitalization budget is a type of multi-year budget that helps organizations plan for large financial transactions in the future, like real estate acquisition, tenant improvements, a new program launch, or a new site opening.
DownloadA multi-year budget is an excellent tool for managing through a period of growth or change.
DownloadQuarterly budgets are a form of scenario planning on a micro level, quarter by quarter. By creating three opportunities for course correction throughout the year, nonprofit leaders can manage to the budgeted annual bottom line despite unexpected changes in income or expenses.
DownloadUse this tool to monitor your organization’s fiscal health.
DownloadUse this tool to map the likelihood that revenue in process will be successfully secured, and adjust your budget accordingly.
DownloadThe Financial Decision-Making Roadmap will help guide nonprofit staff and Board Members through a step-by-step process of organizational analysis.
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Use this tool to model three different financial scenarios – optimistic, moderate, and conservative – based on various inputs developed by nonprofit staff and board members.
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The Space Calculator is a handy tool that will help you to get a sense of the usable square feet in your current location, the minimum amount of space that meets your needs, and how much space you would ideally like to have in your next location.
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This handy Gantt chart outlines the path to your organization’s next home. From building your organizational understanding of what you need and where you want to be, to touring spaces and negotiating leases, this timeline gives you a general understanding of the leasing process.
DownloadBusiness planning is an excellent practice to create and maintain a healthy organization. This outline provides a starting point to begin thinking about and creating a business plan that will help your organization thrive.
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