Analyzing Financial Information Using Ratios

This Propel Nonprofits tool provides the description and calculation of 14 ratios, including a mix of balance sheet and income statement ratios.

Audit Services RFP

Template is a sample of a Request for Proposal that your nonprofit could submit to a company for the preparation of yearly audited financial statements.

Balance Sheet Cheat Sheet

The Propel Nonprofits Balance Sheet Cheat Sheet highlights six key measures that are useful for all types of nonprofits.

Board Communication: Reporting Financial Information

This resource outlines the types of financial reports that are needed by a board, as well as how to present the information to the board.

Budgeting: A 10-Step Checklist

Propel Nonprofits 10-step budgeting checklist is a planning tool that reflects an organization’s programs, mission, and strategic plan.

Cash Flow Management

This resource will help your nonprofit manage cash flow by explaining why, when, and how, plus providing strategies to help prevent cash flow shortages.

Cash Flow Primer Video

Propel Nonprofits video about cash flow to help you better understand the ebbs and flows of your organization's cash.

Cash Flow Template

Propel Nonprofits template helps you understand the ebbs and flows of your organization's cash in order to manage your cash flow.

Characteristics of Financially Healthy Nonprofits

Propel Nonprofits resource that provides 12 signs that your nonprofit will be financially healthy over the long term.

Core Mission Support: A New Graphic

Nonprofits need a better way of representing true program costs. We recommend using this helpful graphic instead of the unhelpful admin vs. program services pie...

Cost Allocation Primer Video

Propel Nonprofits video about cost allocation explores how to determine and allocate costs such as for staff, property and equipment, and programs.

Depreciation Primer Video

Propel Nonprofits video about depreciation, which can be confusing but is an accounting concept we can all understand.

Executive Director’s Guide to Financial Leadership

This guide outlines essential steps for Executive Directors regarding annual budgets, income, reserves, and financial governance.

Financial Information and Your Board Primer Video

Propel Nonprofits video to help the board understand the organization’s financial situation to make informed decisions and provide strategic leadership.

Financial Policy Guidelines and Example

This Propel Nonprofits financial policy guideline clarifies the roles, authority, and responsibilities for financial management activities and decisions.

Financial Self-Assessment

Use this Propel Nonprofits checklist to assess your organization's financial management practices and identify areas for improvement.

Glossary of Financial Terms for Nonprofits

This glossary provides definitions of terminology commonly used in nonprofit finance.

IRS 990 Decoder Worksheet and Resource

This Propel Nonprofits worksheet and guide translates the financial data from the IRS 990 into easy-to-use financial report formats and useful ratios.

Loans: A Guide to Borrowing for Nonprofit Organizations

This Propel Nonprofits guide is designed to help nonprofits understand loans, uses for loans, and when loans make the most sense as a form of...

Managing Restricted Funds

Article defines the two categories of restricted funds - those with donor restrictions and those without donor restrictions - and provides tools to manage contributed...

Nonprofit Finance: 12 Golden Rules

In this resource Propel Nonprofits sets out the 12 golden rules for nonprofit finance, including budgeting, diverse funding sources, and interdependence.

Operating Reserves with Nonprofit Policy Examples

Sample reserve policies are provided by Propel Nonprofits that can be customized for your nonprofit organization.

Overhead Cost Definitions

This Propel Nonprofits resource is an overview of different overhead expense classifications, and what may or may not be included in IRS Form 990 and...

Ratio Calculation Worksheet

This Propel Nonprofits tool provides calculations of 14 financial ratios, including a mix of balance sheet and income statement ratios.

Reserves Primer Video

Propel Nonprofits video helps you learn more about reserves, in combination with our Nonprofit Operating Reserves and Policy Examples resource.

Restricted Funds Primer Video

Propel Nonprofits video about how to record, report, and effectively manage restricted funds with our Managing Restricted Funds resource.

Revisioning Nonprofit Overhead Primer Video

Propel Nonprofits video to help transform the way we talk about, picture, and fund Core Mission Support that’s at the center of all sustainable nonprofits.

Transforming Business Models Primer Video

Propel Nonprofits video that shows the four core components of a nonprofit business model: revenue mix, infrastructure, true program costs, and capital.

Transforming Nonprofit Business Models

This Propel Nonprofits resource explores the four financial components of nonprofits (revenue mix, infrastructure/expenses, true program costs, capital).

Treasurer and Finance Committee: Right People, Clear Roles

This article by Kate Barr clarifies the treasurer's and finance committee's roles so they play a strategic part in oversight, planning, and governance.

True Program Costs: Program Budget and Allocation Template and Resource

It's time for nonprofits to switch the narrative away from overhead costs vs. programming costs to an understanding of true program costs. This guide and...