Financial Management

Documents

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The Board's Role in Financial Oversight The Board's Role in Financial Oversight

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Date added: 09/15/2010
Date modified: 09/15/2010
Filesize: 190.9 kB
Downloads: 455

The Board's role in financial oversight.

Sample Project Budget Sample Project Budget

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Date added: 08/13/2010
Date modified: 07/17/2013
Filesize: 10.23 kB
Downloads: 821

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

Sample Internal Controls Sample Internal Controls

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Date added: 08/13/2010
Date modified: 07/17/2013
Filesize: 172.3 kB
Downloads: 664

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

Nonprofit Financial Policies Nonprofit Financial Policies

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Date added: 08/13/2010
Date modified: 07/17/2013
Filesize: 153.91 kB
Downloads: 969

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.

IRS Form 990 Compilation IRS Form 990 Compilation

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Date added: 06/02/2011
Date modified: 07/17/2013
Filesize: 236.1 kB
Downloads: 1713

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

Glossary of Financial Terms Glossary of Financial Terms

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Date added: 09/10/2010
Date modified: 07/17/2013
Filesize: 70.39 kB
Downloads: 227

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

Financial Questions for the Board to Ask Financial Questions for the Board to Ask

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Date added: 09/28/2010
Date modified: 07/17/2013
Filesize: 95.39 kB
Downloads: 246

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

Financial Matters Checklist Financial Matters Checklist

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Date added: 08/13/2010
Date modified: 07/17/2013
Filesize: 106.2 kB
Downloads: 474

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

Credit Card Security and PCI Compliance Credit Card Security and PCI Compliance

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Date added: 04/09/2012
Date modified: 07/17/2013
Filesize: 1.65 MB
Downloads: 1649

 

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.

Analyzing Nonprofit Financial Reports Analyzing Nonprofit Financial Reports

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Date added: 08/13/2010
Date modified: 07/17/2013
Filesize: 132 kB
Downloads: 442

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