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Rate Your Organization's Financial Health

Did your organization have more revenue than expenses in at least seven of the last 10 years?
Yes No
Does your organization have a cash operating reserve of at least 90 days?
Yes No
Does your organization have an endowment fund? (An endowment is money you have invested. The principal remains intact while you use the income for operating expenses.)
Yes No
Does your organization get at least 5% of its total income from endowment earnings?
Yes No
Do you seek input from staff members in developing your budget and hold them accountable for staying within that budget?
Yes No
Do you have a reserve fund that you can use immediately, today, if a sudden opportunity (or crisis) arises?
Yes No
Do you have good relationships with bankers?
Yes No
Do you borrow money occasionally?
Yes No
Do you have sources of revenue from non-traditional, non-governmental sources?
Yes No
Is your organization financially flexible enough to accommodate changes in service delivery?
Yes No
Do you have at least four different sources of income?
Yes No
Does each of these income sources make up less than 30% of your income?
(If one income source makes up more than 40% of your budget, this is a serious danger sign. If one source of income makes up more than 50% of your budget, you are in deep trouble!)
Yes No

SNPO