How to Evaluate Grantees' Financial Positions: Formulas You Can Use

As the Office Manager of a small non-profit like JFN, my responsibilities are incredibly varied. Among them are liaising between our board of directors and staff, coordinating IT between our main office in NY and our teams in Israel and California, maintaining our CEO’s hectic calendar, and of course, keeping our coffee supply well stocked in the office.

Alongside the above, I also have a level of fiscal responsibility. I work with our COO and finance teams to process all of our accounts payable files, I am connected with our banking & finance teams in processing receivables via check and credit card, and I also do some work in packaging our organizational budgets for approval during our board of directors meetings.

If you’ve reviewed my bio on our staff page, you may be able to guess that my background in theatrical performance and production hasn’t necessarily provided a robust accounting training for me to rely upon for this fiscal oversight. 

I recently attended a great workshop in Financial Management for Non-Financial Staff and Volunteers with the Support Center (Partnership in Philanthropy) as a professional development opportunity.  I’d like to share one of the resources from that workshop with the JFN Membership. View PDF >>

This is a great cheat-sheet for any of you who are reviewing grantee finances. It will help you to identify key financial indicators, where to find them in their reporting, how to calculate them, and what you should be looking for in those indicators to assess the overall financial health of an organization.

It’s always a pleasure to have an excuse to reach out to the JFN community, and I hope this is a valuable resource for you and your organizations to review.

View full PDF >>