Nonprofit Financial Planning Made Easy
by Blazek, JodyEdition: 1st
Format: Hardcover
Pub. Date: 2008-03-03
Publisher(s): Wiley
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Summary
Nonprofit Financial Planning Made Easy presents straightforward strategies to make financial management a more smooth and successful process. Filled with practical forms and checklists to aid you in planning and managing your organizations' financial resources, Nonprofit Financial Planning Made Easy equips your nonprofit with step-by-step solutions to the dilemmas involved in keeping financial resources and the mission in balance.
Author Biography
Jody Blazek is a partner in Blazek & Vetterling, LLP, a Houston-based CPA firm providing tax compliance and auditing services to tax-exempt organizations and tax consulting services to other accountants and lawyers who serve nonprofits.She serves on the Transparency and Financial Accountability Work Group of the Panel on the Nonprofit Sector of Independent Sector, the AICPA Tax-Exempt Resource Panel 990 Task Force, and is a member of the Exempt Organization Tax Review advisory board.
Table of Contents
| About The Author | |
| Preface | |
| Introductory Concepts | |
| How To Use This Book | |
| Attributes Of Nonprofits | |
| Can Nonprofits Profit? | |
| Meaning Of Profit | |
| Profit Prohibitions | |
| Why Seek A Profit? | |
| Difference Between Nonprofits And For-Profits | |
| Capitalization: Philanthropists Versus Investors | |
| Revenues: Constituents Versus Customers | |
| For-Profit Tools | |
| Pursuit Of Financial Success: Some Observations | |
| Be Realistic About Expectations | |
| Make Use Of Intangible Resources | |
| Nonprofit Mentality Is Often "Penny Wise And Pound Foolish" | |
| Financial Accounting For Nonprofits Is Different | |
| Producing An Audit Trail Benefits The Organization In Many Ways | |
| Enhancing Computer Capabilities May Not Cure Financial Ills | |
| Respect The Organizational Structure Or Change It | |
| Know Who's In Charge | |
| Economic Conditions Must Be Anticipated | |
| Long-Range Planning Is Indispensable | |
| Know Why The Nonprofit Organization Has Tax-Exempt Status | |
| Comprehensive Financial Planning Checklist | |
| Structuring The Organization For Fiscal Strength | |
| Establishing The Hierarchy | |
| The Role Of The Board | |
| Standards For Directors | |
| Impact Of Sarbanes-Oxley | |
| A Director's Duties | |
| Reviewing Financial Reports | |
| Filling Board Positions | |
| Finding Prospects | |
| Staff Representation On The Board | |
| Compensation For Board Service | |
| Number Of Directors | |
| Role Of The Treasurer And The Cfo. | |
| Inside And Outside Accountants | |
| Financial Management Team | |
| Defining Inside And Outside Accountants | |
| Selecting Financial Reporting Services | |
| Understanding The Auditing Process | |
| When To Audit | |
| Review And Compilation Processes | |
| Requests For Proposals For Accounting Services | |
| Conflict-Of-Interest Policy | |
| Chapter 3 | |
| Balancing Mission And Finances | |
| Defining The Mission | |
| Mission Statement | |
| Prioritizing Goals | |
| Assessing The Resources | |
| Making Micro Resource Decisions | |
| Macro Resource Analysis | |
| Budgeting | |
| Budget Planning Issues | |
| Balancing | |
| Timing | |
| Evolution | |
| Accountability | |
| Zero Basis Versus Incremental | |
| Forecasting | |
| Types Of Budgets | |
| Advantages And Disadvantages | |
| Who Participates In Budgeting? | |
| Selling The Budget | |
| Budget Policy Manual | |
| Communicating The Process | |
| Scheduling Budget Process | |
| Changing Budget Midyear | |
| Timing Dilemmas | |
| Preparing Forecasts | |
| Donations And Memberships | |
| Service Delivery Fees | |
| Grants And Contracts | |
| Investment Income | |
| Expenses | |
| Statistical Operational Data | |
| Sample Customer Survey | |
| Useful Statistics | |
| Capital Additions Budget | |
| Monitoring Variances | |
| Model Budgets | |
| Proposed Overall 20xx Budget Compared To 20xx Actual | |
| Functional Revenue And Expense Budget | |
| Member Services Budget Worksheet | |
| Budget Increases (Decreases) Projected For 19x7 | |
| Personnel Budget | |
| Program Cost Analysis | |
| Other Reports And Analysis | |
| A Budgeting Checklist | |
| Asset Management | |
| Maximizing Resources | |
| Getting Resources | |
| Forming Alliances | |
| Business Income | |
| Planned Gifts | |
| Cash Flow Planning | |
| Understanding CPA's Cash Flow Statement | |
| Cyclical Fluctuations | |
| Designing Cash Flow Budgets | |
| Beyond Cash Flow Imbalances | |
| More Money In The Bank | |
| To Borrow Or Not | |
| Prudent Investment Planning | |
| Facing The Unknown | |
| Risk Versus return | |
| Investment Cycles | |
| Measuring Investment return | |
| Restricted Gifts | |
| Isolating Restricted Grants | |
| Administrative Costs | |
| Endowments | |
| Who Gets | |
| Table of Contents provided by Publisher. All Rights Reserved. |
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