Nonprofit Leadership Center of Tampa Bay

Financial Management

A Practical Guide to Using Spreadsheets

by Sumac Research. There are lots of reasons why using spreadsheets to manage your data is a bad idea, but if you're going to use them, here are some tips for using them more effectively.
http://www.sumac.com/a-practical-guide-to-using-spreadsheets

Annual Electronic Filing Requirement for Small Tax-Exempt Organizations

for small tax-exempt organizations
http://www.irs.gov/charities/article/0,,id=169250,00.html

Basic Guide to Nonprofit Financial Management

Addresses basics and getting started, board treasurers, nonprofit bookkeeping and controls, criticial operating activities in the yearly accounting cycle (such as designing a budget and managing cash flow), financial statements and analysis, annual reports, and many more related topics to be used as a primer or reference for nonprofit managers and board members. By Carter McNamara, MBA, PhD, for MAP for Nonprofits.

http://www.mapnp.org/library/finance/np_fnce/np_fnce.htm

Finance Fundamentals for Nonprofits

by Woods Bowman

Finance Fundamentals for Nonprofits + web site: Building Capacity and Sustainability (Wiley Nonprofit Authority)

 

Financial Leadership for Nonprofit Executives: Guiding Your Organization to Long-term Success

by Jeanne Bell Peters and Elizabeth Schaffer
Financial Leadership for Nonprofit Executives: Guiding Your Organization to Long-term Success

Guidestar

Connecting people with nonprofit information
http://www.guidestar.com/

How Will We Pay For This? 14 Ways to Obtain Income

by Karen Eber Davis, Karen Eber Davis Consulting
http://www.kedconsult.com/articles-resources/14-approaches-obtaining-income/

IRS Nonprofit Audit Targets

Is your organization in the cross hairs? Here's what to watch out for, from The Grantsmanship Center Magazine.

http://www.tgci.com/magazine/01summer/audit.asp

Nonprofit Accounting Basics

a website designed to help you provide accurate records and reportst, encourage and measure accountability, and manage and sustain your nonprofit organization.

http://www.nonprofitaccountingbasics.org/

Nonprofit National Resource Directory

This is a one-stop-shop for nonprofits looking for the resources you need to succeed. Here you will find a free directory of those who specialize in assisting the nonprofit sector to fulfill your mission. Please take a moment to check the listings to find the resources you need to succeed. There are 140+ consultants, coaches, vendors and specialists listed here who are dedicated to helping the nonprofit sector survive and thrive.
http://www.nonprofitnationalresourcedirectory.com

Nonprofit Reserves

Maintaining Sufficient Reserves to Protect Your Not-For-Profit Organization, Spring 2010, by Grant Thorton

Nonprofit Reserves

 

Nonprofit Sustainability: Making Strategic Decisions for Financial Viability

by Jeanne Bell, Jan Masaoka, Steve Zimmerman

Nonprofit Sustainability: Making Strategic Decisions for Financial Viability

Phases of a Capital Campaign

Written by Sumac Research. Before getting serious about any large scale capital project, be sure all your organizational and financial ducks are standing firmly in a row.
http://sumac.com/phases-of-a-capital-campaign

Sample Form 990 - Parts III and VI


Sample Form 990 - Parts III and VI

 

Sample Record Retention and Destruction Policy and Schedule


Sample Record Retention and Destruction Policy and Schedule

 

Some Budget Categories - A List to Help With Grant Requests

by Karen Eber Davis, Karen Eber Davis Consulting
http://www.kedconsult.com/articles-resources/help-with-grant-requests/

Sources of Information on Governance Standards and Practices


Sources of Information on Governance Standards and Practices

 

Strategic Budget Cutting

Since most organizations have little in the way of unjustified spending to eliminate, there are few easy targets. Managers must approach budget cutting with care, so as not to harm the organization's capacity to achieve its purposes. The toughest question they face is how to reduce the budget without compromising the organization's mission. By David Maddox in The Grantsmanship Center Magazine.

http://www.tgci.com/magazine/99fall/cut1.asp

Streetsmart Financial Basics for Nonprofit Managers

by Thomas A. McLaughlin
Streetsmart Financial Basics for Nonprofit Managers

Tax on Unrelated Business Income of Exempt Organizations

IRS publication 598 (Rev. March 2000)
Tax on Unrelated Business Income of Exempt Organizations

The IRS's New Regulation of Nonprofit Governance

by Lisa A. Runquist and Michael E. Malamut
Form 990 July 2009

Twenty Expense Items to Consider When Creating a Budget

by Karen Eber Davis, Karen Eber Davis Consulting
http://www.kedconsult.com/articles-resources/expense-items-to-consider/

Unrelated Business Income Tax for Charities & Nonprofits


http://www.irs.gov/charities/article/0,,id=96104,00.html

What Operating Reserves Are and Why They Matter

by Rick Moyers

What Operating Reserves Are and Why They Matter

Where Do Nonprofits Derive Funding?

by Karen Eber Davis, Karen Eber Davis Consulting
http://www.kedconsult.com/articles-resources/nonprofits-derive-funding/

Year End Donation Receipts & Statements: Everything You Need to Know

by Sumac Research. January has rolled around. You just finished tackling your year end appeal, and now it's time to get busy again generating year end receipts and statements. Don't stress out. Here's everything you need to know.
http://sumac.com/year-end-donation-receipts-statements-everything-you-need-to-know

 

Note that not all resources will be appropriate to all organizations, nor does Nonprofit Leadership Center of Tampa Bay warrant the accuracy or availability of any of the listed resources or their applications to individual agencies.

Suggestions & Smiles

 

Looking for Policies & Forms?

Here's a shortcut to sample policies and forms for your use.

 

Have a Resource Suggestion?

Feel free to submit an online resource that should be listed here. Please be sure to include the full URL (link) of the resource, a full description and what you find valuable about the tool or resource.

Pro Bono Legal Assistance

Local law firm is offering a limited number of pro bono legal services to nonprofits in Hillsborough, Pinellas and Polk counties. Learn more

Comic Relief

Comic Relief Archive for Nonprofits: Funding cuts getting you down? Is your strategic planning session going badly? When it's time to lighten up, you'll want to go to this archive of cartoons and find the one that suits your headache du jour!