Social Currency

Organizations that can clearly and accurately articulate their financial story and resource needs are better positioned to make a strong case for support. In both good times and bad, your stakeholders will be more engaged if you can provide a data-driven assessment that links your nonprofit’s financial health to its impact and accomplishments. This can inform strategic planning and guide leadership in making mission driven, financially sound decisions.

We've created a worksheet divided into six core areas of nonprofit finance, described in detail in the document available as a pdf here or embedded below:

1. Revenue
2. Expenses
3. Probability and Savings
4. Health of the Balance Sheet
5. Liquidity
6. Financial Planning

Use the worksheet to capture a snapshot of your nonprofit’s strengths and weaknesses. Together, these areas help you balance the three critical components essential to your organization’s long-term viability: Mission, Capacity, and Capital.