Financial planning for nonprofit organizations:
Financial Planning for Nonprofit Organizations gets you quickly up and running with financial planning concepts, tools, and techniques designed to safeguard your organization's financial future. You will learn how to fine tune investing and budgeting practices to make the very most of those har...
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Buch |
| Sprache: | English |
| Veröffentlicht: |
New York [u.a.]
Wiley
1996
|
| Schriftenreihe: | Nonprofit law, finance, and management series
|
| Schlagworte: | |
| Online-Zugang: | Inhaltsverzeichnis |
| Zusammenfassung: | Financial Planning for Nonprofit Organizations gets you quickly up and running with financial planning concepts, tools, and techniques designed to safeguard your organization's financial future. You will learn how to fine tune investing and budgeting practices to make the very most of those hard-won contributor dollars, manage and maximize precious resources to fulfill the organization's mission, and achieve the best possible year-end results without endangering its long-term financial picture or tax-exempt status Ms. Blazek leads you step-by-step through the major areas of financial planning, including general administration (tracking, reporting, and financial analysis); the roles and responsibilities of staff, board members, and professional advisors; developing and implementing budgets; asset and resource management; and internal controls to prevent waste and fraud. With a thorough understanding of the complexities of nonprofit financial planning, you'll make wiser decisions about your organization's future Drawing upon her considerable experience advising nonprofits, she describes proven, easy-to-implement ways to streamline the financial management process. You'll explore a variety of tested budgeting strategies, learn accounting and financial reporting techniques, understand how to use a business-like approach to managing working capital, and discover more efficient methods for interpreting and using financial information. Ms. Blazek also supplies useful worksheets, forms, and checklists that make it easier to manage your organization's financial resources. Financial Planning for Nonprofit Organizations is a valuable resource for directors, managers, trustees, accountants, lawyers, and all those responsible for the financial success of a nonprofit organization |
| Beschreibung: | XIX, 275 S. graph. Darst. |
| ISBN: | 047112589X |
Internformat
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| 490 | 0 | |a Nonprofit law, finance, and management series | |
| 520 | 3 | |a Financial Planning for Nonprofit Organizations gets you quickly up and running with financial planning concepts, tools, and techniques designed to safeguard your organization's financial future. You will learn how to fine tune investing and budgeting practices to make the very most of those hard-won contributor dollars, manage and maximize precious resources to fulfill the organization's mission, and achieve the best possible year-end results without endangering its long-term financial picture or tax-exempt status | |
| 520 | |a Ms. Blazek leads you step-by-step through the major areas of financial planning, including general administration (tracking, reporting, and financial analysis); the roles and responsibilities of staff, board members, and professional advisors; developing and implementing budgets; asset and resource management; and internal controls to prevent waste and fraud. With a thorough understanding of the complexities of nonprofit financial planning, you'll make wiser decisions about your organization's future | ||
| 520 | |a Drawing upon her considerable experience advising nonprofits, she describes proven, easy-to-implement ways to streamline the financial management process. You'll explore a variety of tested budgeting strategies, learn accounting and financial reporting techniques, understand how to use a business-like approach to managing working capital, and discover more efficient methods for interpreting and using financial information. Ms. Blazek also supplies useful worksheets, forms, and checklists that make it easier to manage your organization's financial resources. Financial Planning for Nonprofit Organizations is a valuable resource for directors, managers, trustees, accountants, lawyers, and all those responsible for the financial success of a nonprofit organization | ||
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| 650 | 7 | |a Bedrijfsplanning |2 gtt | |
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Datensatz im Suchindex
| _version_ | 1804125761757511680 |
|---|---|
| adam_text | Contents
List of Exhibits xvii
Chapter One Introductory Concepts 1
1.1 How to Use This Book 2
1.2 Attributes of Nonprofits 5
1.3 Can Nonprofits Profit? 7
1.4 Difference Between Nonprofits and For-Profits 10
1.5 For-Prof it Tools 12
1.6 Pursuit of Financial Success: Some Observations 14
1.7 Comprehensive Financial Planning Checklist 19
Chapter Two Structuring the Organization for
Fiscal Strength 27
2.1 Establishing the Hierarchy 31
2.2 The Role of the Board 32
2.3 Filling Board Positions 40
2.4 Role of the Treasurer and the CFO 42
2.5 Inside and Outside Accountants 45
2.6 Selecting Financial Reporting Services 46
2.7 Conflict-of-interest Policy 49
Chapter Three Financing the Dream 55
3.1 Balancing Mission and Finances 55
3.2 Defining the Mission 57
3.3 Assessing the Resources 59
Chapter Four Budgeting 65
4.1 Budget Planning Issues 66
4.2 Types of Budgets 69
4.3 Advantages and Disadvantages 70
¦ xiii ¦
CONTENTS
4.4 Who Participates in Budgeting? 71
4.5 Selling the Budget 72
4.6 Scheduling Budget Process 73
4.7 Preparing Forecasts 77
4.8 Statistical Operational Data 82
4.9 Capital Additions Budget 83
4.10 Monitoring Variances 87
4.11 Model Budgets 87
4.12 A Budgeting Checklist 94
Chapter Five Asset Management 101
5.1 Maximizing Resources 102
5.2 Getting Resources 104
5.3 Cash Flow Planning 108
5.4 Beyond Cash Flow Imbalances 115
5.5 Prudent Investment Planning 117
5.6 Restricted Gifts 125
5.7 Endowments 126
Chapter Six Nonprofit Accounting 137
6.1 What Is Accounting? 138
6.2 Computerized Accounts 147
6.3 Chart of Accounts 151
6.4 Why a Double Entry? 156
6.5 Choosing a Method 159
6.6 Design of the Financials 164
6.7 Meaning of FASB and GAAP 166
6.8 Internal Controls 171
Chapter Seven Special Financial Tools 185
7.1 Financial Indicators to Critique Performance 186
7.2 Cost Accounting 192
7.3 Purchasing Procedures 196
7.4 Affiliations and Agency Agreements 205
7.5 Who s an Employee? 210
Chapter Eight Obtaining and Maintaining
Tax-Exempt Status 217
8.1 Characteristics of Tax-Exempt Organizations 218
8.2 Understanding the Nonprofit s Legal Form 222
¦ xiv ¦
CONTENTS
8.3 Testing Suitability for Tax-Exemption 225
8.4 Maintaining Recognition of Exempt Status 230
Appendix 247
Glossary 251
Bibliography 263
Index 267
¦ xv ¦
List of Exhibits
1.1 Financial Management Activities in Nonprofit
Organizations 3
1.2 Financial Planning Checklist for Nonprofit
Organizations 20
2.1a State Association of Nonprofit Managers Organization Chart 28
2.1b Endowed Educational Institution Investment Management
Organization 29
2.1c SHARE Organizational Structure for Stabilization
Preservation 30
2.2 A Board Member s Checklist of Fiduciary Duties 36
2.3 Inventory of Financial Reports 39
2.4 Roles of the Treasurer and the Chief Financial Officer 43
2.5 Request for Proposal for Audit 50
2.6 Conflict-of-interest Questionnaire for
Board Members 52
3.1 Financial Planning Cycles 56
3.2 The Balance Between the Mission and Financial Resources 57
3.3 Prioritizing Organizational Objectives 60
3.4 Chart for Weighing Choices: Financial Solutions for
Tight Budgets 61
3.5 Holy Spirit Church Statement of Financial Position 62
3.6 Prioritizing Macro Resource Goals 64
4.1 Who Works on the Budget When? 72
4.2 InterOffice Memo on Annual Budgeting 74
4.3 Resource Assessment Checklist 82
4.4 Service Delivery Evaluation 84
4.5 Typical Nonprofit Organization Membership History 85
4.6 Proposed Overall Budget Compared to Actual 88
4.7 Functional Revenues and Expense Budget 89
4.8 Member Services Budget Worksheet 90
4.9 Budgeted Increases (Decreases) Projected for 19X7 91
¦ xvii ¦
LIST OF EXHIBITS
4.10 Personnel Budget 92
4.11 Program Cost Analysis 92
4.12 Capital Acquisition Budget 93
4.13 Insurance Coverage Report 94
4.14 Short- and Long-Term Budgeting Checklist 95
5.1a Resource Flow for Business League 102
5.1b Resource Flow for Academic Institution 103
5.2 Statement of Cash Flows for the Year 19X6 109
5.3a Business League s Cash Flow, Version 1 111
5.3b Business League s Cash Flow, Version 2 112
5.3c State Assn. of Nonprofit Managers Version 1:
Charted Cash Flow 113
5.3d State Assn. of Nonprofit Managers Version 2:
Charted Cash Flow 113
5.4 Church Cash Flow 114
5.5 Investment Alternatives 121
5.6 Classic Investment Ratios 122
5.7 Investment Risk Pyramid 123
5.8 Investment Phases 123
5.9 Endowment and Restricted Fund Checklist 132
6.1 Bookkeeping and Accounting Process 139
6.2 Minimal Financial Record-Keeping for a
Nonprofit Organization 142
6.3 Selecting Suitable Accounting Software 149
6.4 Standard Chart of Accounts 152
6.5 Functional Classification of Expenses 156
6.6 Sample Accrual Basis Financials for Business League 157
6.7 Sample Cash Basis Financials for a Church 161
6.8 Internal Controls for Nonprofits 174
6.9 Public Fund Solicitation Controls 182
7.1 Using Ratio Analysis to Test Fiscal Health 187
7.2 Purchase Procedure Reference Chart 198
7.3 Petty Cash Reimbursement Request 198
7.4 Petty Cash Log 199
7.5 Petty Cash Request 199
7.6 Purchase Order 200
7.7 Major Purchase Planning Matrix 202
7.8 Deciding Whether to Lease or Buy 203
7.9 Sample Fund-Raising Sponsorship Agreement 206
7.10 Sample Fiscal Sponsorship Agreement 208
7.11 Sponsor or Agency Record-Keeping Requirements 210
7.12 Employer Tax Checklist 211
¦ xviii ¦
LIST OF EXHIBITS
7.13 Employee versus Independent Contractor Status 213
7.14 Minimal Independent Contractor Agreement 215
8.1 Suitability Checklist for Tax-Exempt Status 228
8.2 Tax-Compliance Checklists 233
8.3 Annual Tax-Filing Requirements for
Nonprofit Organizations 244
¦ xix ¦
|
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| dewey-ones | 658 - General management |
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| dewey-sort | 3658.15 19 |
| dewey-tens | 650 - Management and auxiliary services |
| discipline | Wirtschaftswissenschaften |
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| id | DE-604.BV011259135 |
| illustrated | Illustrated |
| indexdate | 2024-07-09T18:06:42Z |
| institution | BVB |
| isbn | 047112589X |
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| series2 | Nonprofit law, finance, and management series |
| spelling | Blazek, Jody Verfasser aut Financial planning for nonprofit organizations Jody Blazek New York [u.a.] Wiley 1996 XIX, 275 S. graph. Darst. txt rdacontent n rdamedia nc rdacarrier Nonprofit law, finance, and management series Financial Planning for Nonprofit Organizations gets you quickly up and running with financial planning concepts, tools, and techniques designed to safeguard your organization's financial future. You will learn how to fine tune investing and budgeting practices to make the very most of those hard-won contributor dollars, manage and maximize precious resources to fulfill the organization's mission, and achieve the best possible year-end results without endangering its long-term financial picture or tax-exempt status Ms. Blazek leads you step-by-step through the major areas of financial planning, including general administration (tracking, reporting, and financial analysis); the roles and responsibilities of staff, board members, and professional advisors; developing and implementing budgets; asset and resource management; and internal controls to prevent waste and fraud. With a thorough understanding of the complexities of nonprofit financial planning, you'll make wiser decisions about your organization's future Drawing upon her considerable experience advising nonprofits, she describes proven, easy-to-implement ways to streamline the financial management process. You'll explore a variety of tested budgeting strategies, learn accounting and financial reporting techniques, understand how to use a business-like approach to managing working capital, and discover more efficient methods for interpreting and using financial information. Ms. Blazek also supplies useful worksheets, forms, and checklists that make it easier to manage your organization's financial resources. Financial Planning for Nonprofit Organizations is a valuable resource for directors, managers, trustees, accountants, lawyers, and all those responsible for the financial success of a nonprofit organization Bedrijfsfinanciering gtt Bedrijfsplanning gtt Niet-commerciële organisaties gtt Nonprofit organizations United States Finance Nonprofit-Organisation (DE-588)4293729-2 gnd rswk-swf Finanzplanung (DE-588)4017200-4 gnd rswk-swf USA USA (DE-588)4078704-7 gnd rswk-swf USA (DE-588)4078704-7 g Nonprofit-Organisation (DE-588)4293729-2 s Finanzplanung (DE-588)4017200-4 s DE-604 HBZ Datenaustausch application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=007558333&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Blazek, Jody Financial planning for nonprofit organizations Bedrijfsfinanciering gtt Bedrijfsplanning gtt Niet-commerciële organisaties gtt Nonprofit organizations United States Finance Nonprofit-Organisation (DE-588)4293729-2 gnd Finanzplanung (DE-588)4017200-4 gnd |
| subject_GND | (DE-588)4293729-2 (DE-588)4017200-4 (DE-588)4078704-7 |
| title | Financial planning for nonprofit organizations |
| title_auth | Financial planning for nonprofit organizations |
| title_exact_search | Financial planning for nonprofit organizations |
| title_full | Financial planning for nonprofit organizations Jody Blazek |
| title_fullStr | Financial planning for nonprofit organizations Jody Blazek |
| title_full_unstemmed | Financial planning for nonprofit organizations Jody Blazek |
| title_short | Financial planning for nonprofit organizations |
| title_sort | financial planning for nonprofit organizations |
| topic | Bedrijfsfinanciering gtt Bedrijfsplanning gtt Niet-commerciële organisaties gtt Nonprofit organizations United States Finance Nonprofit-Organisation (DE-588)4293729-2 gnd Finanzplanung (DE-588)4017200-4 gnd |
| topic_facet | Bedrijfsfinanciering Bedrijfsplanning Niet-commerciële organisaties Nonprofit organizations United States Finance Nonprofit-Organisation Finanzplanung USA |
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