Finance Staff

Audience

HR & Operations Staff

Exempt Organization Sample Financial Statement

Publication date:

04/2014

From the Using Financial Statements Together with IRS Form 990 to Understand Your Potential Grantees event, this is a sample of an except organzation's finiancial statment.

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Resource type

Sample Document/Template

Audience

Topic(s)

Public Policy

Sample Job Descriptions: Chief Financial Officer / Director of Finance

Publication date:

11/2013

The following jobs descriptions for senior chief financial officer professionals were previously posted on PNY's Jobs Board. We update our sample job description resources as we post new positions on our site.

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Resource type

Job Description

Audience

HR & Operations Staff

Topic(s)

HR & Operations

Using Financial Statements Together with IRS Form 990 to Understand Your Potential Grantees

Publication date:

04/2013

Learn how the IRS Form 990 and financial statements can best be used together to interpret the financial status of an organization.

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Resource type

Audio/Video Recording

Sample Document/Template

Audience

Topic(s)

Grantmaking Strategy & Tools

Nonprofit Financials

Public Policy

Benchmarking Foundation Administrative Expenses: Update on How Operating Characteristics Affect Spending

Publication date:

09/2012

This report explores how variations in foundations' characteristics, activities and giving levels influence charitable administrative expense levels. It can help to inform policy debates and foundation practices.

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Resource type

Benchmarks

Audience

HR & Operations Staff

Topic(s)

HR & Operations

Looking at IRS 990 Forms

Publication date:

03/2012

Participants learned what information can be gleaned from the 990 form and what has changed within the form since prior years.

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Resource type

Audio/Video Recording

Audience

Topic(s)

What to Look for in a Nonprofit's Financial Statement

Publication date:

03/2012

In What to Look for in a Nonprofit's Financial Statement, participants learned how to analyze and evaluate nonprofit financial statements and know what questions to raise for further analysis. They walked through a set of financial statements, focusing on definitions and relationships of numbers.

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Resource type

Audio/Video Recording

Audience

Topic(s)

Nonprofit Financials

Jessie Smith Noyes Foundation Investment Policy

Publication date:

04/2011

Innovative strategies and new investment opportunities can be used to align investment practices with mission objectives to sustain the public good. Jessie Smith Noyes Foundation offers a look at their investment policy which can be used as a template for others.

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Resource type

Sample Document/Template

Audience

Executive Leadership

Topic(s)

Jessie Smith Noyes Foundation

Impact Investing

Related Organizations

On the Money

Publication date:

09/2009

This Grantmakers for Effective Organizations publication highlights the financial challenges nonprofits face and the ways in which grantmakers are both improving the situation as well as perpetuating the problem.

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Resource type

Report

Audience

Topic(s)

Philanthropic & Nonprofit Sectors

Nonprofit Financials

We Can Make Changes to the Charitable Deduction that Benefit Nonprofits

Release Date:

03/07/2013

Urban Institute Fellow Eugene Steuerle, a presenter at our recent program on the ongoing charitable deduction debate, shares some interesting ideas from his Congressional testimony on tax reform and charitable contributions.

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News type

Insights

Audience