Financial Management

The Board's role in financial oversight.

This document lays out the standard formatting and budget considerations for specific projects.

Policies and procedures on internal controls for an organization's board and staff.

This sample of nonprofit financial policies can help your organization determine how best to handle it financial concerns, whether they be accounting, payroll, contracting, petty cash, etc.

This document explains what the Form 990 is and how to file each version, and also lists other helpful resources.

A glossary of financial terms, provided by CompassPoint Nonprofit Services.

This list of financial questions can help board members or finance committee members focus on fiduciary issues.

This checklist can help board and staff evaluate the strength of your nonprofit's finances.

The term "PCI Compliance" generally elicits one of three responses - complete confusion, vague recognition, or mild panic. You are not alone. From the moment the Payment Card Industry Security Standards Council rolled out these credit card regulations, associations have been struggling with how to understand their meaning and adhere to them. This article covers what it means to be PCI compliant and the steps you can take.

This set of questions and considerations will help staff and board make sense of financial reports.