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

© Housing Assistance Council, 2000

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


WORKSHEET 12.  BUDGET PROCESS ASSESSMENT

Indicate with a check in the appropriate column how strongly you agree with the following statements. (Strong disagreement indicates an opportunity for capacity improvement.)

Our organization ...
Strongly Agree
Slightly Agree
Neutral
Slightly Disagree
Strongly Disagree
has an operating budget of at least $15,000/ FTE*   employee.          
enforces both an operating budget and a project budget.          
works a fundraising plan to cover operating expenses.          
is aware of relevant public and private financing sources.          
is able to complete public and private financing applications.          
is able to leverage financial and/or material resources.          
is able to attract and maintain diverse operational funds.          
is able to provide human services where appropriate.          
makes optimum use of local resources (volunteers, etc.)          
makes optimum use of local partnerships.          
is prepared for any changes in federal or state funding.          
has a plan for developing an endowment.          
has considered ways to obtain program-related income.          
can meet both business and grant programs criteria.          
has prepared for any necessary facilities improvements.          
has an adequate replacement reserve for facilities needs.          
has an adequate cash reserve for cash flow difficulties.          
adheres to an annual budget preparation calendar.          
       *  Full-Time Equivalent


On To Worksheet 13

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