Financial Management

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  • Overhead Cost Definition Worksheet

    The Overhead Cost Definition gives an overview of different overhead definitions from both the IRS and FASB (Financial Accounting Standards Board), and what classifications of expenses may or may not be included. (Propel Nonprofits)

     

  • Questions Regarding Form E-585

    Certain nonprofit entities are allowed semiannual refunds of sales and use taxes they pay on direct purchases and leases of tangible personal property and services. Learn more about form E-585, "Nonprofit and Governmental Entity Claim For Refund State and County Sales and Use Taxes," and how your organization can request refunds. (N.C. Department of Revenue)

    Questions Regarding Form E-585

  • Ratio Calculation Worksheet

    Financial ratios are an established tool for businesses and nonprofits to understand an organization’s financial situation and help leaders identify strengths and weaknesses in financial condition. This tool provides calculation of 14 ratios, including a mix of balance sheet and income statement ratios. (Propel Nonprofits)

  • Rationale for a Reserve Fund

    Reserve funds are becoming real necessities for most nonprofits. This article addresses the need for reserve funds and best practices.

  • Sample Investment Policy

    Use these sample policies as a guideline to create an investment policy for your organization.

  • Sample Organizational Budget

    This sample is a starting point for designing your own budget. You may customize this sample budget to fit your organization's needs.

     

  • Sample Reserve Fund Policy

    Sample reserve fund policy examples you can adapt for your organization provided by Propel Nonprofits.

    Operating Reserves with Nonprofit Policy Examples

  • Sample RFP (Request For Proposal) for Audit Services

    A sample RFP for audit services that you can adapt for your organization.

     

  • Everyone Is Looking: Does Your 990 Present Your Organization Effectively

    Now that 990s are easily available online, smart managers and board members are paying extra attention to how they present their organizations on these forms. This article shares five tips for improving yours.

    © North Carolina Center for Nonprofit Organizations, Inc. From Common Ground, a publication of the North Carolina Center for Nonprofits, www.ncnonprofits.org.

  • Sample Signature Authorities Policy

    This signature authority policy serves as a sample of the permission to execute transactions established by relevant policies and permission to approve transactions for execution.

     

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