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Nonprofit Treasurer Report Template: A Ten-Minute Board Finance Briefing

A one-page nonprofit treasurer report template with a filled-in example: cash and months of cash, budget versus actual for the year to date, restricted balances, variances with a reason, upcoming risks and the decisions the board needs to make, plus the three sentences the executive director adds and who prepares the report.

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Illustrated desk with five gauge cards, a stack of report pages, a magnifying glass and a pencil

Nonprofit Financial Ratios: What to Do When the Number Is Bad

Five financial ratios a small nonprofit’s board can watch: months of cash, the operating reserve ratio, the program expense ratio, revenue concentration and the operating margin. Each formula, one worked example with made-up figures, dated benchmarks from named sources, what to do when a ratio is bad and how to present it to the board.

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