A Nonprofit Capacity Self-Assessment Workbook
For Rural Community-Based Housing Organizations

Permission is granted ONLY to nonprofit community-based organizations to reproduce and/or adapt this document, and only for their own use.

PHASE III: ASSESSING FINANCIAL CAPACITY

Financial capacity is the ability of an organization:

• to manage its income and expenses according to a planned budget;
• to assess its vulnerability to financial risk and plan accordingly; and
• to plan for long-term financial health by strategic fundraising.

Step One:

Gather the following materials from your organization's files.

• Audited Financial Statements from the past two fiscal years
• Annual Reports from the past two fiscal years
• Organizational risk-management and contingency plans

Step Two:

Meet with your board chair and your senior staff members, and (using the materials above) complete the following worksheets.

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