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Sponsored by Lorman Education
Product ID: 405528EAU
Credit & Course Provided by:

Financial Statement Preparation and Analysis for Nonprofits

OnDemand Webinar (86 minutes)

Benefit in attracting more potential donors by improving the quality and accuracy of financial reporting at your nonprofit organization.Receive an overview of nonprofit financial statements and both external and internal nonprofit financial reporting concepts. This topic will focus on the primary users of nonprofit financial statements. Explore the fundamental accounting concepts underlying nonprofit financial statement presentation and reporting and receive the tools you need to improve the overall quality and accuracy of financial reporting at your nonprofit organization. Discuss how to effectively and efficiently review nonprofit financial statements to assess the overall financial health of a nonprofit organization and receive a better understanding of how your financial statements are evaluated by board members, granting agencies, foundations, other donors and the public.


Marie C. Caputo, CPA, CGMA, CGFM, CliftonLarsonAllen


Financial Reporting Overview

• Users

• Internal vs. External Reporting

• 5 Financial Basics for Nonprofits

Basic Nonprofit Accounting and Reporting Concepts

• Affiliated Entities and Control

• Fund Accounting

• Net Assets

- Unrestricted

- Temporarily Restricted

- Permanently Restricted

• Contribution and Pledge Recognition

• Donated Goods and Services

• Special Event Reporting

• Functional Expense Reporting

- Program

- Management and General

- Fundraising

- Joint Costs

Nonprofit Financial Statement Analysis Fundamentals

Characteristics of Nonprofit Financial Health on the Horizon

• Top 7 Areas to Focus on

• Ratio Analysis and Benchmarking