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OnDemand Course

Financial Statement Preparation and Analysis for Nonprofits

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.

87 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

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
    • With Donor Restriction
    • Without Donor Restriction
  • 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 Areas to Focus on
  • Ratio Analysis and Benchmarking
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on April 28, 2021.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Marie C. Caputo, CPA, CGMA, CGFM

Marie C. Caputo, CPA, CGMA, CGFM

CliftonLarsonAllen

  • Principal in CliftonLarsonAllen’s Greenbelt, Maryland office
  • CliftonLarsonAllen is a national accounting firm with more than 120 offices across the country
  • Leader in the firm’s nonprofit practice, which includes more than 7,000 nonprofit clients
  • More than 29 years of experience
  • Conducts regular presentations and writes articles on topics relevant to the nonprofit industry
  • Co-chair of the not-for-profit committee of the Maryland Association of CPAs
  • FASB Resource Group member
  • Member of relevant professional organizations such as the American Institute of CPAs, American Society of Association Executives and Humentum
  • Recognized as a SmartCPA by the Washington SmartCEO magazine
  • B.S. degree in accounting, University of Maryland, College Park
  • Can be contacted at 301-902-8518 or [email protected]
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 408326
Published 2021
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Available in Multiple Formats

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