Organizational Assessment

This evaluation will focus on organizational financial structure, operations, revenue generation, and sustainability. Its intent is to provide clarity, establish confidence, and identify opportunities for organizational growth and alignment. This evaluation is not an audit.

  • Board Leadership

  • Internal Controls

  • Financial and Program Health

  • Long-term Sustainability

  • Staffing

What is this assessment about?

The findings from this assessment can benefit both the nonprofit organization and its donors. Knowledgeable donors will often ask the same questions contained in this assessment. Evaluating these areas will prepare the organization to share openly and confidently with donors about stewardship, their ability to create impact, and achieve mission objectives. In this way, donors can be empowered to make a greater impact through the organization by means of personal giving and volunteering.

Board Leadership

Is Board oversight specifically focused on Financial Oversight?

Do Board Reports promote effective board oversight?

Are Board members knowledgeable of their roles?

What percentage of Board and Staff members personally donate to the organization?

Internal Controls

Internal controls on Cash Inflows

Internal controls on Cash Outflows

Internal controls on monitoring donor intent

 

Long-term Sustainability

Is there a fundraising plan in place?

How much is spent on fundraising?  

How is the budget determined? 

Does the budget include future capital improvements or future program expansions?

How long does it take to thank donors?

Is a strategic plan in place?

Is a succession plan in place?

Is the donor and volunteer base growing?

Does the organization utilize volunteers?

What is the donor attrition rate?

Financial and Program Health

Does the organization have a clean, concise, and effective Chart of Accounts?

What are sustainability trends?

Are expenses effectively covered year to year?

What are the ratios of Restricted vs Unrestricted donations?

How many months of cash are maintained in reserve? 

How are In-kind gifts tracked?

 

Staffing

Are staff satisfied? 

What is the current staff turnover ratio?

Are personnel policies and procedures in place?