Citation: Williams, J., Veach, C., & Kienker, B. (2020). [...]
Unlike most businesses or governmental agencies, nonprofit organizations have no standard way of financing themselves. Indeed, the variation in nonprofit financing patterns is enormous… So it is not surprising that nonprofit executives commonly ask: What is the best income mix for my organization?
What do/should funders and lenders look at? (What’s on your list?)
› Balance sheets
› Income and expenses
› Income diversification
› Business plan
› Reserve funds
› Credit history
› Endowment management
› Organizational slack
› Safety nets
› Looming threats and nascent opportunities
› Top salaries compared to peer institutions
This presentation introduces concepts for investment capital, nonprofit capital investment needs, variation in capital needs by mission and program, and capital performance.
This presentation introduces concepts for Special Purpose Organizations or SPOs Portfolios. It offers insight on why to diversify income; income development; risk management; return vs. risk; investment transactions cost; and overall returns on investment.