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Nonprofit Financial Planning Made Easy
(Wiley Nonprofit Law, Finance and Management Series)
Author: Jody Blazek
Nonprofit Financial Planning Made Easy presents straightforward strategies to make financial management a more smooth and successful process. Filled with practical forms and checklists to aid you in planning and managing your organizations¡¯ financial resources, Nonprofit Financial Planning Made Easy equips your nonprofit with step-by-step solutions to the dilemmas involved in keeping financial resources and the mission in balance.
Jody Blazek is a partner in Blazek & Vetterling, LLP, a Houston-based CPA firm providing tax compliance and auditing services to tax-exempt organizations and tax consulting services to other accountants and lawyers who serve nonprofits.She serves on the Transparency and Financial Accountability Work Group of the Panel on the Nonprofit Sector of Independent Sector, the AICPA Tax-Exempt Resource Panel 990 Task Force, and is a member of the Exempt Organization Tax Review advisory board.
TABLE OF CONTENTS:
About The Author.
Chapter One. Introductory Concepts.
How To Use This Book.
Attributes Of Nonprofits.
Can Nonprofits Profit?
Meaning Of Profit.
Why Seek A Profit?
Difference Between Nonprofits And For-Profits.
Capitalization: Philanthropists Versus Investors.
Revenues: Constituents Versus Customers.
Pursuit Of Financial Success: Some Observations.
Be Realistic About Expectations.
Make Use Of Intangible Resources.
Nonprofit Mentality Is Often ¡°Penny Wise And Pound Foolish¡±.
Financial Accounting For Nonprofits Is Different.
Producing An Audit Trail Benefits The Organization In Many Ways.
Enhancing Computer Capabilities May Not Cure Financial Ills.
Respect The Organizational Structure Or Change It.
Know Who's In Charge.
Economic Conditions Must Be Anticipated.
Long-Range Planning Is Indispensable.
Know Why The Nonprofit Organization Has Tax-Exempt Status.
Comprehensive Financial Planning Checklist.
Chapter Two. Structuring The Organization For Fiscal Strength.
Establishing The Hierarchy.
The Role Of The Board.
Standards For Directors.
Impact Of Sarbanes-Oxley.
A Director's Duties.
Reviewing Financial Reports.
Filling Board Positions.
Staff Representation On The Board.
Compensation For Board Service.
Number Of Directors.
Role Of The Treasurer And The Cfo.
Inside And Outside Accountants.
Financial Management Team.
Defining Inside And Outside Accountants.
Selecting Financial Reporting Services.
Understanding The Auditing Process.
When To Audit.
Review And Compilation Processes.
Requests For Proposals For Accounting Services.
Chapter Three. Financing The Dream.
Balancing Mission And Finances.
Defining The Mission.
Assessing The Resources.
Making Micro Resource Decisions.
Macro Resource Analysis.
Chapter Four. Budgeting.
Budget Planning Issues.
Zero Basis Versus Incremental.
Types Of Budgets.
Advantages And Disadvantages.
Who Participates In Budgeting?
Selling The Budget.
Budget Policy Manual.
Communicating The Process.
Scheduling Budget Process.
Changing Budget Midyear.
Donations And Memberships.
Service Delivery Fees.
Grants And Contracts.
Statistical Operational Data.
Sample Customer Survey.
Capital Additions Budget.
Proposed Overall 20xx Budget Compared To 20xx Actual.
Functional Revenue And Expense Budget.
Member Services Budget Worksheet.
Budget Increases (Decreases) Projected For 19x7.
Program Cost Analysis.
Other Reports And Analysis.
A Budgeting Checklist.
Chapter Five. Asset Management.
Cash Flow Planning.
Understanding CPA's Cash Flow Statement.
Designing Cash Flow Budgets.
Beyond Cash Flow Imbalances.
More Money In The Bank.
To Borrow Or Not.
Prudent Investment Planning.
Facing The Unknown.
Risk Versus Return.
Measuring Investment Return.
Isolating Restricted Grants.
Who Gets The Appreciation?
To Mark It To Market?
How Income Is Measured.
Endowment And Restricted Fund Checklist.
Chapter Six. Nonprofit Accounting.
What Is Accounting?
Cash Receiving Systems.
Cash Disbursement Systems.
Payroll Disbursment System.
Other Useful Ledgers And Financial Files.
Chart Of Accounts.
Functional Expense Categories.
Why A Double Entry?
Choosing A Method.
Advantages Of Cash Method.
Why Use The Accrual Method?
Design Of The Financials.
Fasb, Gaap And Nonprofits.
Specific Standards For Nonprofits.
Other Nonprofit Reporting.
Chapter Seven. Special Financial Tools.
Financial Indicators To Critique Performance.
Economies Of Scale.
Techniques For Capturing Costs.
Cost Allocation Methods.
How Much Paper Work?
Measuring Lifetime Cost.
To Lease Or To Buy.
Affiliations And Agency Agreements.
Who's An Employee?
Chapter Eight. Obtaining And Maintaining Tax-Exempt Status.
Characteristics Of Tax-Exempt Organizations.
Theoretical Basis For Exemption.
Categories Of Exemption.
Understanding The Nonprofit¡¯s Legal Form.
Testing Suitability For Tax-Exemption.
Why A New Nonprofit?
What Category Of Exemption?
How Is Money To Be Raised?
Will Insiders Benefit?
Where Will Assets Go?
Maintaining Recognition Of Exempt Status.
Role Of Internal Revenue Service.