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A short course of lectures
«Financial Sustainability for Nonprofit Organizations»





STRATEGIC PLANNING AND STRATEGIC MANAGEMENTCONTRIBUTION MARGINProgram EvaluationService TargetResearch DesignPurpose and ScopeWHAT IS A NEED?INFORMATION TECHNOLOGYTYPES OF SOCIAL ENTERPRISEWHAT IS A FINANCIAL SUSTAINABILITY PLAN?SWOT AnalysisSocial Marketing and Financial SustainabilityTypes of Program EvaluationPriceOrganization and Management PracticesJOB SATISFACTIONGoal SettingDEFINE "SOCIAL MARKETING"Performance-Based BudgetingImplementation PlanINFORMATION TECHNOLOGY AND FUND-RAISING: DONOR MANAGEMENT SYSTEMINFORMATION TECHNOLOGY AND FINANCIAL SUSTAINABILITYCHARACTERISTICS OF SOCIAL ENTERPRISEABOUT THE GRANT-SEEKING PROCESSSolicitationJOB ANALYSISGRANT, CALL FOR PROPOSAL, AND GRANT WRITINGShort-Term Investment VehiclesINVESTMENT AND FINANCIAL SUSTAINABILITYAgency TheoriesFUND-RAISING AND FINANCIAL SUSTAINABILITYSOCIAL ENTERPRISE AND FINANCIAL SUSTAINABILITYPlanning OutreachMaster BudgetSTRATEGIC-PLANNING APPROACHES AND PROCESSESGOVERNANCE STRUCTURESAccountabilityResource-Dependence TheoriesIMPLEMENTATION PLAN OR OPERATIONAL PLANBudget Proposal ReviewPROFITABILITYPrefaceGENERIC CUSTOMER-CENTRIC SERVICE DESIGNDEFINE OR REVISE MISSION, VISION, AND STATEMENTSSymbolic PerspectiveStakeholder TheoriesCOVER LETTERFiscal YearStrategizingIdentification and Planning of the Resources Needed to Collect the DataGOALSustained Increase in SolvencyTarget PopulationBudget ProposalImpact StatementImplementationLife CyclesPROJECT DESCRIPTION OR ACTIVITIESGRANT SEEKING AND FINANCIAL SUSTAINABILITYSOCIAL ENTREPRENEURSHIPService ProceduresVerificationCommunity RelationsPROGRAM EVALUATION AND THE LOGIC MODELLocationCrisisCompassionNONPROFIT BOARD POLICIESPUBLIC RELATIONS AND FINANCIAL SUSTAINABILITYFACTORS AFFECTING FINANCIAL SUSTAINABILITYCompilationINFORMATION SYSTEMSStrategy and Action Plan: Fund-raising PlanAsset MappingINVESTMENT POLICIES AS STRATEGY FOR LONG-TERM INVESTMENTSPurpose StatementFinancial SustainabilityCorporate Social ResponsibilityPlanning PartnershipProgram Evaluation ReportStewardshipNEEDS ASSESSMENT: AN OVERVIEW OF THE PROCESSEFFECTIVENESSABOUT LEADERSHIPEARLY LEADERSHIP THEORIESHUMAN RESOURCES, DIVERSITY, AND CULTURAL COMPETENCEPROGRAM EVALUATION AND PERFORMANCE MEASUREMENTService Decision PathCOLLATERAL FACTORSInternal Stakeholder InputsPurposeTYPES OF BUDGETSBUDGET AND STRATEGIC PLANSITUATIONAL THEORIESPurposeSalesTax DeductibilityMANAGEMENT STRUCTURESLeadership and Financial SustainabilityBUDGET APPROACHESBENCHMARKING AND OUTCOMESBALANCE SHEET AND 1RS FORM 990Diverse In-House-Generated Income Greater Than Public FundingFINANCIAL SUSTAINABILITY PLANPromotionStrategy and Action Plan: Social Enterprise and Investment PortfolioInternal EnvironmentWHAT IS FINANCIAL MANAGEMENT?The Job Characteristics ModelFund Mix RatioBUDGET FORMATSCulture of Stewardship and AccountabilityRECENT LEADERSHIP THEORIESORGANIZATIONAL CAPABILITYPlanning the Process of Information GatheringACTION PLANEVALUATIONSustained Increase in LiquidityEndowment FundsGovernment GrantsPrivate GrantsSUSTAINABLE BUSINESSJUSTIFICATIONWHAT IS A FINANCIAL STATEMENT?WHAT ARE SERVICES?Rainy-Day Fund at Least Equal to the 1-Year Budget for Core ExpensesLiabilitiesService QualityEffective and Tested Risk-Management PoliciesWHAT IS HUMAN RESOURCE MANAGEMENT?PlaceJob Satisfaction as a Predictor VariableHUMAN RESOURCES MANAGEMENT AND HUMAN RESOURCE INFORMATION SYSTEMSSocial IssuesHelping BehaviorIdentification and Description of the CommunityTITLE AND ABSTRACTBARRIERS, BENEFITS, COMPETITORS, AND INFLUENCERSAsset Turnover RatioSTAFF RETENTION PROCESS AND/OR LEVELWHAT IS A COMMUNITY?FUNDING SOURCESBorrowingRISK AND ACCOUNTABILITY ISSUESRISK STRATEGIESINFORMATION TECHNOLOGY AND NONPROFIT ORGANIZATIONSGOVERNANCE THEORIESStart-up and ImplementationFINANCIAL RATIOS ANALYSISRisk Management and Financial SustainabilityAcknowledgmentsSERVICE DELIVERY AS OPERATIONS MANAGEMENTIdentity and Legal IssuesMonitoringBUDGET AND BUDGET NARRATIVEABOUT THE TERM "NONPROFIT ORGANIZATION"Goals and ObjectivesFinancial MonitoringGovernance and Financial SustainabilityLine-Item BudgetNONPROFIT GOVERNANCE: AN ECLECTIC PERSPECTIVEEnvironmental FactorsSOCIAL MARKETING PLANOVERVIEW OF NONPROFIT CORPORATE FINANCEOUTPUTSFINANCIAL MANAGEMENT AND NONPROFIT FINANCIAL MANAGERSSOCIAL ENTERPRISE AND COSTSSocial Enterprise and Financial SustainabilityTYPES OF NONPROFIT ORGANIZATIONS IN THE UNITED STATESOrganizational Transformation and Financial SustainabilityExpenses or ExpendituresWHY IS A NEEDS ASSESSMENT NECESSARY?INCOME STATEMENT AND BALANCE SHEETOutstanding Level of Staff Satisfaction and Commitment Equal to or Greater Than 90%COMMUNITY ASSET MAPPING AND FINANCIAL SUSTAINABILITYMaslow's Need-Hierarchy TheoryTechnologyASSET-MAPPING PROCESSDonor-Advised FundDEFINING "INVESTMENT"DeclineBenefits of OutreachBusiness PlanNeeds AssessmentFINANCIAL MANAGEMENT SYSTEMSGrant FundingSETTING STRATEGIC GOALS AND OBJECTIVESORGANIZATIONAL TRANSFORMATION AND FINANCIAL SUSTAINABILITYThe Nonprofit Organization UniverseINVESTMENTNONPROFIT ORGANIZATION AS ORGANIZATIONFINANCIAL MANAGERSOrientationCAPITALIZATION STRUCTURESHertzberg's Two-Factor TheoryHiringFUNDING SOURCESCORPORATE GOVERNANCEGOVERNANCE IN NONPROFIT ORGANIZATIONS AND THE "FUNDER SYNDROME"PARTNERSHIP AND FINANCIAL SUSTAINABILITYFinancial Sustainability AnalysisSERVITIZATIONLEADERSHIP IS ESSENTIAL TO FINANCIAL VIABILITY AND SUSTAINABILITYBalanceINTEGRATED RISK MANAGEMENTSTARTING A NONPROFIT ORGANIZATIONEvaluation Management PlanSpecial GiftsSTRATEGIC GOALS AND OBJECTIVESSelf-Insurance FundsINFORMATION TECHNOLOGY AND HUMAN RESOURCES MANAGEMENTASSET-BASED MODELBUDGETStrategy and Action Plan: Strategic PartnershipsWHAT IS STRATEGIC PLANNING?FORMATIVE RESEARCHOther RevenuesTHE STRATEGIC-PLANNING PROCESSDiagnosisDetermination of Direct Program BeneficiariesFINANCIAL LEADERSHIP PREVENTS POOR FISCAL MANAGEMENTDimensions of Information SystemsBUDGET AND FINANCIAL SUSTAINABILITYFee for ServiceGrant Seeking and Financial SustainabilityCorporate DonationsCalendar of ImplementationOUTREACH AND FINANCIAL SUSTAINABILITYSERVICE DELIVERY AND THE STRATEGIC PLANNeeds Assessment and Financial SustainabilityPROGRAM EVALUATIONResearchDebt-to-Equity (Fund Balance) RatioBALANCE SHEETQuick (Acid-Test) RatioORGANIZATIONAL AMBIDEXTERITYGRANT SEEKINGSERVICE DELIVERY COORDINATIONABOUT SOCIAL MARKETINGVisioningPROBLEM OR NEEDS STATEMENTAlderfer's Existence Relatedness Growth TheoryELEMENTS OF A FINANCIAL SUSTAINABILITY PLANCulture of Strategic Planning and Performance MeasurementPersonnelFund-Raising and Financial SustainabilityRISK IDENTIFICATIONStakeholders' AccountabilityNONPROFIT CORPORATION AS NONPROFIT ORGANIZATIONFinancial Sustainability PlanSWOT ANALYSISTechnologySocial MarketingNet Working CapitalGOVERNANCE AND FINANCIAL SUSTAINABILITYPUBLIC RELATIONSNonprofit AccountingDEFINE "PROGRAM"SOLVENCYSOCIAL ENTERPRISEDocumentationEvaluationSustained High Profitability (Growth)Fund-raisingINCOME STATEMENT AND FORM 990TYPES OF INVESTMENTSStrategic PlanningGenerally Accepted Accounting PrinciplesNEEDS ASSESSMENT AND FINANCIAL SUSTAINABILITYEvaluation QuestionsProgram BudgetINFORMATION TECHNOLOGY AND FINANCIAL MANAGEMENTPolicies and ProceduresSERVICE DELIVERY AND FINANCIAL SUSTAINABILITYFixed CostsINFORMATION TECHNOLOGY AND SERVICE DELIVERYSOCIAL ENTERPRISE DEVELOPMENT FRAMEWORKGoal TheoryStructuro-Functionalist PerspectiveWHAT IS A NEEDS ASSESSMENT?DEFINE "RISK MANAGEMENT"InvestmentEXTERNAL FACTORSTradingFINANCIAL SUSTAINABILITY IMPLICATIONS IN THE REAL LIFE OF A NONPROFIT ORGANIZATIONOutstanding Level of Program Efficiency and Effectiveness Equal to or Greater Than 90%ProgramsFinancial AccountabilityAssetsAntecedent FactorsEvaluation PlanIndividual DonationsKEY ITEMS OF A LOGIC MODELBudget and Financial SustainabilityMembershipEconomicsORGANIZATIONAL MANDATESIdentificationFINANCIAL STATEMENT ANALYSISProductJOB SATISFACTION THEORIESFinancial StatementsRISK-MANAGEMENT OPTIONSPROCESS THEORIESINVESTMENT POLICY STATEMENTADVOCACYInvestmentsCOMMUNITY RELATIONS AND FINANCIAL SUSTAINABILITYFunctionalist PerspectiveAdministrative ExpensesEvaluation and GrowthPoliticsCAPITAL BUDGETGOVERNANCE AND BOARD OF DIRECTORSInvestment and Financial SustainabilityLiabilities and insuranceCOMMON AREAS OF RISKS FOR NONPROFIT ORGANIZATIONSINPUTSSTATEMENT OF CASH FLOWFINANCIAL MANAGEMENTWHAT IS GOVERNANCE?Incremental BudgetingAnalysis of the Social ProblemGoals and ObjectivesORGANIZATIONAL TRANSFORMATION ELEMENTSParticipationFUND-RAISINGRULES TO CALCULATE PERCENTAGE CHANGETHE COMMITTEESZero-Based BudgetingHelping EnvironmentAssessingCurrent RatioHuman Resources, Job Satisfaction, and Financial SustainabilityConceptual FrameworkTYPES OF ASSETSHuman Resources and Job SatisfactionThe Situational Occurrences TheoryJustificationGovernanceStructuralist PerspectiveInherent FactorsLEADERSHIP AND COMMUNITY RELATIONSOUTREACHFUND-RAISING SOURCESIMPORTANCE OF STRATEGIC PLANNINGContent TheoriesDescription of the ProgramTHE BUDGETING PROCESS IN NONPROFIT ORGANIZATIONSData AnalysisPerformance MeasurementPREREQUISITES TO DEVELOPING A BUDGETFinancial PlanningFUND-RAISING PROPOSALProfile of the Organization of the AgencySTRATEGIC PRIORITIES AND CHOICESPROGRAM EVALUATION AND FINANCIAL SUSTAINABILITYEFFICIENCYStrategic Marketing MixINTEGRATED RISK MANAGEMENT AND GOVERNANCEINVESTMENT ANALYSISPriority-Based BudgetingINDIVIDUAL AND COMMUNITYLIFE CYCLE OF NONPROFIT ORGANIZATIONSMonitoringINDICATORS OF FINANCIAL SUSTAINABILITYIncome or RevenuesService SustainabilityLONG-TERM INVESTMENT STRATEGIESSERVICE DELIVERY AND COSTSEVALUATION AND PROJECT OBJECTIVESFinancial ManagementJob Satisfaction as a Criterion VariableExpectancy TheoryPROBLEM STATEMENTConducting a SWOT AnalysisStaff Turnover and Its ImpactsMANAGEMENT OF INVESTMENTPast Budget AnalysisUSE OF SOCIAL MARKETINGBREAK-EVEN ANALYSISPurpose and FocusStewardshipOUTCOMESCase StatementENVIRONMENTAL FACTORSLeadershipStewardship TheoriesTIMELINEPURCHASE INSURANCE OR SELF-INSURE?ActivitiesFINANCIAL MANAGEMENT AND FINANCIAL SUSTAINABILITYPARTNERSHIPSOrganizational TransformationLEGAL ASPECTS OF HUMAN RESOURCES MANAGEMENTMEASURES OF JOB SATISFACTION Budget TimelineFinancial DecisionsORGANIZATIONS HAVE LIFE CYCLESExternal EnvironmentWHY ARE BOARDS IMPORTANT?LEADERSHIP AND STRATEGIC PLANNINGCONTINUING QUALITY IMPROVEMENTAltruismPlanning Program EvaluationABOUT SUSTAINABILITYProgram Evaluation and Financial SustainabilitySERVICE DELIVERY AS A SYSTEMFinancial SustainabilityInherent FactorsBudget ApprovalImplementationOrganizational ReadinessAction PlanSatisfaction of Legal RequirementsSTATEMENT OF CASH FLOW AND 1RS FORM 990WHY A BUDGET?Associational AssetsFund Balance or Net Assets or Net WorthData GatheringSTRATEGIC PLANNING AND FINANCIAL SUSTAINABILITYStrategy and Action Plan: Organizational SustainabilitySOCIAL MARKETING AND FINANCIAL SUSTAINABILITYVariable CostsRISK MANAGEMENT AND RISK-MANAGEMENT POLICYINCOME STATEMENTGENERIC CONTENTS OF A GRANT PROPOSALADVOCACY, LOBBYING, AND THE IRSASSET MAPPINGInstitutional AssetsRISK MANAGEMENT AND FINANCIAL SUSTAINABILITYImplementation StrategiesBudgetDEFINE "FUND-RAISING"Pension FundsRISK MANAGEMENTBenefits of Information SystemsBENEFITS OF THE LOGIC MODELValuesFINANCIAL ALLOCATIONGifts and DonationsFactors of TurnoverNeed StatementPRINCIPLES OF NONPROFIT GOVERNANCECOMMUNITY ASSET MAPPING FOR FINANCIAL SUSTAINABILITYJOB RETENTIONNONPROFIT AND FOR-PROFIT CORPORATIONSINFORMATION TECHNOLOGY AND ASSET MAPPINGPlanningPLANNING PUBLIC RELATIONS PROGRAMSWHAT IS A RISK?Short-Term Investment StrategiesHUMAN RESOURCES AND FINANCIAL SUSTAINABILITYJustification or RationaleInformation Technology and Financial SustainabilityRewards and BenefitsAsset Mapping and Financial SustainabilityDebt RatioIndividual AssetsGOALS AND OBJECTIVESCash BudgetMethodologyDEFINE "COMMUNITY RELATIONS"Community Relations and Financial SustainabilityDEFINE "SOCIAL ENTERPRISE"IntegrationCollateral FactorsConsensusBUDGETService Delivery and Financial SustainabilityEmotions and ResponsesStrategic Planning and Financial SustainabilityBudget and Budget JustificationSITUATION AND PRIORITIESNONPROFIT GOVERNANCE AND BYLAWSWHAT IS A BUDGET?Instruments of Data CollectionService DeliveryOperating BudgetCommunication and ImplementationNONPROFIT GOVERNANCEWHY DO PEOPLE DONATE TO NONPROFIT ORGANIZATIONS?HUMAN RESOURCES PLANNINGSCOPE OF THE NONPROFIT SECTOR IN THE UNITED STATESORGANIZATIONAL TRANSFORMATIONFINANCIAL SUSTAINABILITY ANALYSISManagementFUND-RAISING AND TECHNOLOGYPlanning the Use and Strategies of Disseminating the FindingsVision and Mission
 
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