NCACS Nonprofit Sustainability Resource Hub™

Practical tools designed to help nonprofit leaders assess organizational health, strengthen financial and operational systems, and support long-term sustainability. These resources are intended to help organizations identify opportunities for improvement. Customized implementation, strategic planning, and technical assistance may be needed to fully address organizational needs.

Nonprofit Financial Health Scorecard™

What it is:

Assess your organization's financial health across eight critical areas.

What you'll learn:

  • Areas of strength

  • Areas of risk

  • Priority areas for improvement

Time to complete: 5 minutes

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Internal Controls Self-Assessment™

What it is:

A checklist to evaluate whether financial safeguards are in place.

Questions to consider:

  • Who signs checks?

  • Who approves expenses?

  • Who reconciles accounts?

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Annual Financial Health Review™

What it is:

An annual assessment tool for leadership teams and boards.

Questions to consider:

  • What did we learn from our audit?

  • Where are our greatest risks?

  • What are our priorities for the next year?

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Strategic Planning Readiness Assessment™

What it is:

A self-assessment to determine if your organization is prepared for growth.

Questions to consider:

  • Do we have a strategic plan?

  • Do staff understand organizational priorities?

  • Are finances aligned with goals?

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Board Financial Oversight Checklist™

What it is:

A guide to help board members understand their financial oversight responsibilities.

Questions to consider:

  • Does the board review monthly financial statements?

  • Does the board review the annual budget?

  • Does the board review the Form 990?

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Audit Readiness Checklist™

What it is:

A guide to determine whether your organization is audit-ready.

Questions to consider:

  • Are financial statements current?

  • Are grant agreements organized?

  • Are policies documented?

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Funding Diversification Assessment™

What it is:

A quick exercise to evaluate funding dependency.

Questions to consider:

  • What percentage of revenue comes from one source?

  • What revenue streams are vulnerable?

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Moving from Awareness to Action

These tools are designed to help organizations identify opportunities for improvement and strengthen organizational decision-making. Technical assistance may be beneficial for organizations seeking support with implementation, strategic planning, financial systems, governance, audit readiness, or operational improvements.

Need help implementing these findings?

Organizations often discover gaps in:

  • Financial systems

  • Internal controls

  • Budgeting processes

  • Audit readiness

  • Board financial education

  • Strategic planning

Technical assistance can help move from awareness to implementation.

Schedule a consultation.