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Financial Health Check

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Green Bridge Consulting

Nonprofit financial health check

How financially healthy is your nonprofit?

Answer 12 practical questions to identify your organization’s financial strengths and highest-priority opportunities.

Question 1 of 128%

Cash and liquidity We maintain enough unrestricted cash to cover at least three months of normal operating expenses.

Yes, consistently Usually Sometimes Rarely No or not sure

Choose an answer before continuing.

Cash and liquidity We regularly monitor cash flow and can anticipate significant cash needs at least 90 days ahead.

Yes, consistently Usually Sometimes Rarely No or not sure

Choose an answer before continuing.

Budgeting and forecasting Our annual budget is based on realistic assumptions and clearly connects financial resources to strategic priorities.

Yes, consistently Usually Sometimes Rarely No or not sure

Choose an answer before continuing.

Budgeting and forecasting We update financial forecasts during the year as revenue, expenses, or operating conditions change.

Yes, consistently Usually Sometimes Rarely No or not sure

Choose an answer before continuing.

Financial and board reporting Leadership receives timely financial reports that clearly compare actual results with budget and prior periods.

Yes, consistently Usually Sometimes Rarely No or not sure

Choose an answer before continuing.

Financial and board reporting Our board understands the organization’s financial position, key trends, and the decisions that require its attention.

Yes, consistently Usually Sometimes Rarely No or not sure

Choose an answer before continuing.

Internal controls and financial close Financial duties, approvals, and access are appropriately separated or supported by compensating controls.

Yes, consistently Usually Sometimes Rarely No or not sure

Choose an answer before continuing.

Internal controls and financial close We complete bank reconciliations and close the books accurately and consistently each month.

Yes, consistently Usually Sometimes Rarely No or not sure

Choose an answer before continuing.

Restricted funding and grants We can accurately track restricted contributions and grant activity by funder, purpose, and reporting period.

Yes, consistently Usually Sometimes Rarely No or not sure

Choose an answer before continuing.

Restricted funding and grants Program and finance staff coordinate on grant budgets, allowable costs, deadlines, and funder reporting.

Yes, consistently Usually Sometimes Rarely No or not sure

Choose an answer before continuing.

Finance capacity and risk management Our finance function has sufficient staffing, skills, systems, and documented procedures for current needs.

Yes, consistently Usually Sometimes Rarely No or not sure

Choose an answer before continuing.

Finance capacity and risk management Leadership regularly identifies and plans for financial risks such as revenue concentration, cost increases, fraud, and leadership transitions.

Yes, consistently Usually Sometimes Rarely No or not sure

Choose an answer before continuing.

Almost finished

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