Commons Collection – Financial Monitoring Resources

Understanding Nonprofit Financial Statements

Tips & Insights

• ANAFP Guide to Understanding Nonprofit Financial Statements
• Understanding the IRS Form 990
• NFF Glossary of Nonprofit Finance Terms and Concepts
• Propel Balance Sheet Cheat Sheet

Videos & Webinars

• Understanding Audited Financial Statements

Tools & Templates

• Financial Health Analysis Tool (Wallace Foundation)
• Calculate Your LUNA
• Propel IRS 990 Decoder Worksheet

Articles & Case Studies

• The Key to Long Term Financial Health: Liquid Unrestricted Net Assets (LUNA)

Key Performance Indicators & Dashboards

Tips & Insights

• Dashboard for Nonprofits (National Council of Nonprofits)
• 10 Common Benefits of Dashboard Reporting
• Top Indicators of Nonprofit Financial Health (NFF)

Tools & Spreadsheets

• Tracking Key Performance Indicators (Wallace Foundation)
• Analyzing Financial Information Using Ratios (Propel)

Grants Management

Tips & Insights

• ANAFP Best Practices in Grants Management
• Nonprofit Grant Management: Learning the Essentials

Tools & Spreadsheets

• Self-Assessment: Strengthening the Finance-Development Relationship (Wallace Foundation)
• Contract & Grant Reporting Tracker