{"product_id":"nonprofit-financial-planning-made-easy-isbn-9780471715276","title":"Nonprofit Financial Planning Made Easy","description":"\u003ci\u003eNonprofit Financial Planning Made Easy\u003c\/i\u003e presents straightforward strategies to make financial management a more smooth and successful process. Filled with practical forms and checklists to aid you in planning and managing your organizations' financial resources, \u003ci\u003eNonprofit Financial Planning Made Easy\u003c\/i\u003e equips your nonprofit with step-by-step solutions to the dilemmas involved in keeping financial resources and the mission in balance.  About The Author.  \u003cp\u003ePreface.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter One. Introductory Concepts.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eHow To Use This Book.\u003c\/p\u003e \u003cp\u003eAttributes Of Nonprofits.\u003c\/p\u003e \u003cp\u003eCan Nonprofits \u003ci\u003eProfit?\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eMeaning Of \u003ci\u003eProfit.\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eProfit Prohibitions.\u003c\/p\u003e \u003cp\u003eWhy Seek A Profit?\u003c\/p\u003e \u003cp\u003eDifference Between Nonprofits And For-Profits.\u003c\/p\u003e \u003cp\u003eCapitalization: Philanthropists Versus Investors.\u003c\/p\u003e \u003cp\u003eRevenues: Constituents Versus Customers.\u003c\/p\u003e \u003cp\u003eFor-Profit Tools.\u003c\/p\u003e \u003cp\u003ePursuit Of Financial Success: Some Observations.\u003c\/p\u003e \u003cp\u003eBe Realistic About Expectations.\u003c\/p\u003e \u003cp\u003eMake Use Of Intangible Resources.\u003c\/p\u003e \u003cp\u003eNonprofit Mentality Is Often “Penny Wise And Pound Foolish”.\u003c\/p\u003e \u003cp\u003eFinancial Accounting For Nonprofits Is Different.\u003c\/p\u003e \u003cp\u003eProducing An Audit Trail Benefits The Organization In Many Ways.\u003c\/p\u003e \u003cp\u003eEnhancing Computer Capabilities May Not Cure Financial Ills.\u003c\/p\u003e \u003cp\u003eRespect The Organizational Structure Or Change It.\u003c\/p\u003e \u003cp\u003eKnow Who's In Charge.\u003c\/p\u003e \u003cp\u003eEconomic Conditions Must Be Anticipated.\u003c\/p\u003e \u003cp\u003eLong-Range Planning Is Indispensable.\u003c\/p\u003e \u003cp\u003eKnow Why The Nonprofit Organization Has Tax-Exempt Status.\u003c\/p\u003e \u003cp\u003eComprehensive Financial Planning Checklist.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter Two. Structuring The Organization For Fiscal Strength.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eEstablishing The Hierarchy.\u003c\/p\u003e \u003cp\u003eThe Role Of The Board.\u003c\/p\u003e \u003cp\u003eStandards For Directors.\u003c\/p\u003e \u003cp\u003eImpact Of Sarbanes-Oxley.\u003c\/p\u003e \u003cp\u003eA Director's Duties.\u003c\/p\u003e \u003cp\u003eReviewing Financial Reports.\u003c\/p\u003e \u003cp\u003eFilling Board Positions.\u003c\/p\u003e \u003cp\u003eFinding Prospects.\u003c\/p\u003e \u003cp\u003eStaff Representation On The Board.\u003c\/p\u003e \u003cp\u003eCompensation For Board Service.\u003c\/p\u003e \u003cp\u003eNumber Of Directors.\u003c\/p\u003e \u003cp\u003eRole Of The Treasurer And The Cfo.\u003c\/p\u003e \u003cp\u003eInside And Outside Accountants.\u003c\/p\u003e \u003cp\u003eFinancial Management Team.\u003c\/p\u003e \u003cp\u003eDefining Inside And Outside Accountants.\u003c\/p\u003e \u003cp\u003eSelecting Financial Reporting Services.\u003c\/p\u003e \u003cp\u003eUnderstanding The Auditing Process.\u003c\/p\u003e \u003cp\u003eWhen To Audit.\u003c\/p\u003e \u003cp\u003eReview And Compilation Processes.\u003c\/p\u003e \u003cp\u003eRequests For Proposals For Accounting Services.\u003c\/p\u003e \u003cp\u003eConflict-Of-Interest Policy.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter Three. Financing The Dream.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eBalancing Mission And Finances.\u003c\/p\u003e \u003cp\u003eDefining The Mission.\u003c\/p\u003e \u003cp\u003eMission Statement.\u003c\/p\u003e \u003cp\u003ePrioritizing Goals.\u003c\/p\u003e \u003cp\u003eAssessing The Resources.\u003c\/p\u003e \u003cp\u003eMaking Micro Resource Decisions.\u003c\/p\u003e \u003cp\u003eMacro Resource Analysis.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter Four. Budgeting.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eBudget Planning Issues.\u003c\/p\u003e \u003cp\u003eBalancing.\u003c\/p\u003e \u003cp\u003eTiming.\u003c\/p\u003e \u003cp\u003eEvolution.\u003c\/p\u003e \u003cp\u003eAccountability.\u003c\/p\u003e \u003cp\u003eZero Basis Versus Incremental.\u003c\/p\u003e \u003cp\u003eForecasting.\u003c\/p\u003e \u003cp\u003eTypes Of Budgets.\u003c\/p\u003e \u003cp\u003eAdvantages And Disadvantages.\u003c\/p\u003e \u003cp\u003eWho Participates In Budgeting?\u003c\/p\u003e \u003cp\u003eSelling The Budget.\u003c\/p\u003e \u003cp\u003eBudget Policy Manual.\u003c\/p\u003e \u003cp\u003eCommunicating The Process.\u003c\/p\u003e \u003cp\u003eScheduling Budget Process.\u003c\/p\u003e \u003cp\u003eChanging Budget Midyear.\u003c\/p\u003e \u003cp\u003eTiming Dilemmas.\u003c\/p\u003e \u003cp\u003ePreparing Forecasts.\u003c\/p\u003e \u003cp\u003eDonations And Memberships.\u003c\/p\u003e \u003cp\u003eService Delivery Fees.\u003c\/p\u003e \u003cp\u003eGrants And Contracts.\u003c\/p\u003e \u003cp\u003eInvestment Income.\u003c\/p\u003e \u003cp\u003eExpenses.\u003c\/p\u003e \u003cp\u003eStatistical Operational Data.\u003c\/p\u003e \u003cp\u003eSample Customer Survey.\u003c\/p\u003e \u003cp\u003eUseful Statistics.\u003c\/p\u003e \u003cp\u003eCapital Additions Budget.\u003c\/p\u003e \u003cp\u003eMonitoring Variances.\u003c\/p\u003e \u003cp\u003eModel Budgets.\u003c\/p\u003e \u003cp\u003eProposed Overall 20xx Budget Compared To 20xx Actual.\u003c\/p\u003e \u003cp\u003eFunctional Revenue And Expense Budget.\u003c\/p\u003e \u003cp\u003eMember Services Budget Worksheet.\u003c\/p\u003e \u003cp\u003eBudget Increases (Decreases) Projected For 19x7.\u003c\/p\u003e \u003cp\u003ePersonnel Budget.\u003c\/p\u003e \u003cp\u003eProgram Cost Analysis.\u003c\/p\u003e \u003cp\u003eOther Reports And Analysis.\u003c\/p\u003e \u003cp\u003eA Budgeting Checklist.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter Five. Asset Management.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eMaximizing Resources.\u003c\/p\u003e \u003cp\u003eGetting Resources.\u003c\/p\u003e \u003cp\u003eForming Alliances.\u003c\/p\u003e \u003cp\u003eBusiness Income.\u003c\/p\u003e \u003cp\u003ePlanned Gifts.\u003c\/p\u003e \u003cp\u003eCash Flow Planning.\u003c\/p\u003e \u003cp\u003eUnderstanding CPA's Cash Flow Statement.\u003c\/p\u003e \u003cp\u003eCyclical Fluctuations.\u003c\/p\u003e \u003cp\u003eDesigning Cash Flow Budgets.\u003c\/p\u003e \u003cp\u003eBeyond Cash Flow Imbalances.\u003c\/p\u003e \u003cp\u003eMore Money In The Bank.\u003c\/p\u003e \u003cp\u003eTo Borrow Or Not.\u003c\/p\u003e \u003cp\u003ePrudent Investment Planning.\u003c\/p\u003e \u003cp\u003eFacing The Unknown.\u003c\/p\u003e \u003cp\u003eRisk Versus Return.\u003c\/p\u003e \u003cp\u003eInvestment Cycles.\u003c\/p\u003e \u003cp\u003eMeasuring Investment Return.\u003c\/p\u003e \u003cp\u003eRestricted Gifts.\u003c\/p\u003e \u003cp\u003eIsolating Restricted Grants.\u003c\/p\u003e \u003cp\u003eAdministrative Costs.\u003c\/p\u003e \u003cp\u003eEndowments.\u003c\/p\u003e \u003cp\u003eWho Gets The Appreciation?\u003c\/p\u003e \u003cp\u003eTo Mark It To Market?\u003c\/p\u003e \u003cp\u003eHow Income Is Measured.\u003c\/p\u003e \u003cp\u003eEndowment And Restricted Fund Checklist.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter Six. Nonprofit Accounting.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eWhat Is Accounting?\u003c\/p\u003e \u003cp\u003eCash Receiving Systems.\u003c\/p\u003e \u003cp\u003eCash Disbursement Systems.\u003c\/p\u003e \u003cp\u003ePayroll Disbursment System.\u003c\/p\u003e \u003cp\u003eOther Useful Ledgers And Financial Files.\u003c\/p\u003e \u003cp\u003eFund Accounting.\u003c\/p\u003e \u003cp\u003eComputerized Accounts.\u003c\/p\u003e \u003cp\u003eChart Of Accounts.\u003c\/p\u003e \u003cp\u003eNational Standard.\u003c\/p\u003e \u003cp\u003eFunctional Expense Categories.\u003c\/p\u003e \u003cp\u003eWhy A Double Entry?\u003c\/p\u003e \u003cp\u003eChoosing A Method.\u003c\/p\u003e \u003cp\u003eAdvantages Of Cash Method.\u003c\/p\u003e \u003cp\u003eWhy Use The Accrual Method?\u003c\/p\u003e \u003cp\u003eDesign Of The Financials.\u003c\/p\u003e \u003cp\u003eFasb, Gaap And Nonprofits.\u003c\/p\u003e \u003cp\u003eSpecific Standards For Nonprofits.\u003c\/p\u003e \u003cp\u003eOther Nonprofit Reporting.\u003c\/p\u003e \u003cp\u003eInternal Controls.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter Seven. Special Financial Tools.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eFinancial Indicators To Critique Performance.\u003c\/p\u003e \u003cp\u003eEconomies Of Scale.\u003c\/p\u003e \u003cp\u003eBreak-Even Analysis.\u003c\/p\u003e \u003cp\u003ePerformance Statistics.\u003c\/p\u003e \u003cp\u003eCost Accounting.\u003c\/p\u003e \u003cp\u003eTechniques For Capturing Costs.\u003c\/p\u003e \u003cp\u003eCost Allocation Methods.\u003c\/p\u003e \u003cp\u003ePurchasing Procedures.\u003c\/p\u003e \u003cp\u003eApproval Systems.\u003c\/p\u003e \u003cp\u003eHow Much Paper Work?\u003c\/p\u003e \u003cp\u003eMeasuring Lifetime Cost.\u003c\/p\u003e \u003cp\u003eTo Lease Or To Buy.\u003c\/p\u003e \u003cp\u003eAffiliations And Agency Agreements.\u003c\/p\u003e \u003cp\u003eWho's An Employee?\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter Eight. Obtaining And Maintaining Tax-Exempt Status.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eCharacteristics Of Tax-Exempt Organizations.\u003c\/p\u003e \u003cp\u003eTheoretical Basis For Exemption.\u003c\/p\u003e \u003cp\u003eCategories Of Exemption.\u003c\/p\u003e \u003cp\u003eTax Deductibility.\u003c\/p\u003e \u003cp\u003eUnderstanding The Nonprofit’s Legal Form.\u003c\/p\u003e \u003cp\u003eCorporation.\u003c\/p\u003e \u003cp\u003eTrust.\u003c\/p\u003e \u003cp\u003eUnincorporated Association.\u003c\/p\u003e \u003cp\u003eTesting Suitability For Tax-Exemption.\u003c\/p\u003e \u003cp\u003eWhy A New Nonprofit?\u003c\/p\u003e \u003cp\u003eWhat Category Of Exemption?\u003c\/p\u003e \u003cp\u003eHow Is Money To Be Raised?\u003c\/p\u003e \u003cp\u003eWill Insiders Benefit?\u003c\/p\u003e \u003cp\u003eWhere Will Assets Go?\u003c\/p\u003e \u003cp\u003eMaintaining Recognition Of Exempt Status.\u003c\/p\u003e \u003cp\u003eRole Of Internal Revenue Service.\u003c\/p\u003e \u003cp\u003eForms 990.\u003c\/p\u003e \u003cp\u003eOther Filings.\u003c\/p\u003e \u003cp\u003eBibliography.\u003c\/p\u003e \u003cp\u003eIndex.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eJODY BLAZEK\u003c\/b\u003e (Houston, TX) is a partner in Blazek \u0026amp; Vetterling, LLP, a Houston-based CPA firm providing tax compliance and auditing services to tax-exempt organizations and tax consulting services to other accountants and lawyers who serve nonprofits. The author worked with the 1023 Revision Task Force, is currently on the 990 Revision Task Force, and is past chair of the AICPA Exempt Organization Resource Panel. Jody serves on the Transparency and Financial Accountability Work Group of the Panel on the Nonprofit Sector of Independent Sector. She is a member of the Exempt Organization Tax Review and the AICPA Tax Adviser advisory boards. She is founding director of the Texas Lawyers and Accountants for the Arts and the Houston Artists Fund. Her focus on tax-exempts began in 1969 when, at KPMG, she advised private foundation clients about the significant changes in the tax rules. She gained nonprofit industry experience as the treasurer of the Menil Interests before returning to public practice in 1980 to form the firm she now serves.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eAn essential guide to understanding the basics of nonprofit financial planning, written by a well-known and respected name in the field\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003ci\u003eNonprofit Financial Planning Made Easy\u003c\/i\u003e provides proven and practical techniques to improve your nonprofit's financial planning. Drawing upon her extensive experience in the financial management of nonprofits, author and nonprofit financial expert Jody Blazek:\u003c\/p\u003e \u003cul\u003e \u003cli\u003eDiscusses how to structure your organization for fiscal strength\u003c\/li\u003e \u003cli\u003eArms readers with easy-to-use procedures that make financial management a more streamlined and effective process\u003c\/li\u003e \u003cli\u003eDescribes reliable methods for maximizing resources\u003c\/li\u003e \u003cli\u003eProvides worksheets, forms, and checklists to enable nonprofits to manage their organization's precious financial resources\u003c\/li\u003e \u003cli\u003eEnables nonprofit professionals to evaluate financial reporting systems, GAAP and FASK, internal controls and the auditing process\u003c\/li\u003e \u003cli\u003eCovers major functional issues in financial planning including roles and responsibilities, budgeting, asset management, and financial analysis\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003e\u003ci\u003eNonprofit Financial Planning Made Easy\u003c\/i\u003e is a must-read for directors, managers, trustees, accountants, lawyers, and anyone involved in the financial livelihood of a nonprofit organization. Written in the light of increased scrutiny and accountability of nonprofits, this indispensable book coaches readers in the essentials of financial planning and supplies easy-to-use tools, concepts, and techniques for the financial management of nonprofits of every size and type.\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":47989697478885,"sku":"NP9780471715276","price":49.0,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9780471715276.jpg?v=1761785146","url":"https:\/\/k12savings.com\/es\/products\/nonprofit-financial-planning-made-easy-isbn-9780471715276","provider":"K12savings","version":"1.0","type":"link"}