Tracking Key Performance Indicators
Create a customized quarterly dashboard illustrating results among a set of key performance indicators, or KPIs.
Content Type: Tools
Propel IRS 990 Decoder Worksheet
This Excel-based tool can help you quickly and clearly see your LUNA — your current Liquid Unrestricted Net Assets.
Calculate Your LUNA
This Excel-based tool can help you quickly and clearly see your LUNA — your current Liquid Unrestricted Net Assets.
Financial Health Analysis Tool
This data visualization tool provides a 4-year snapshot of your nonprofit's financial health, with a focus on liquidity.
The New FASB Lease Standard – Resources List
We simplified first-time transition and continuing considerations for recording lease activities. We explored the choices available in applying this g…
Nonprofit Dashboards – Resources List
Managing nonprofit finances is a complex endeavor, but a well-crafted dashboard helps organize that complexity so stakeholders share a common focus.
Cryptocurrency Donations – Resources List
Many nonprofit leaders wonder if accepting cryptocurrency donations is right for their organizations and, if so, how to get started. Here, we answer t…
Government-Funded Nonprofits – Resources List
Here, we talk at a granular level about the logistical, infrastructure and staffing needs of government-funded nonprofits.
The 5 Nonprofit Business Models Revealed: A Nonprofit Financial Leader’s Guide – Resources List
The introduction to six seminars on the diverse and distinctive financial dynamics of different types of nonprofits.
The Matrix Map: A Powerful Tool for Mission-Focused Nonprofits
The Matrix Map is a visual tool that plots all of the organization’s activities—not just its programs—into a single, compelling image. By illust…