Financial Planning & Analysis

990-Based Financial Analysis

Analysis of three years of your IRS Form 990. As the most easily obtained financial information on your organization, your 990 communicates so much more than your financial position. Our three-year review of your 990s will provide insight into your financial performance, highlight opportunities to improve the presentation within the 990 format, and actionable insights on areas for further research to improve your sustainability.

Audit-Based Financial Analysis

Analysis of three years of audited financial statements. In the affordable housing industry, audits are quite complex due when they include affordable housing properties, which are usually structured to produce net losses. Additionally, the required elimination of inter-organizational revenue and expenses obscures the actual performance of the parent organization and the value of the portfolio. A three-year review of your audits provides insight into your actual business model, financial strength, and cash flow. This review provides new talking points for discussion of the audit with lenders and highlights your key performance indicators. Finally, our report includes next steps for further internal research, and recommendations for strengthening your financial position. Compare to other organizational assessments offered by NeighborWorks America and other nonprofit associations.

Sample Financial Health Analysis

Sample Financial Health Report

Program to Outcome Alignment Matrix Map Template

Flowgistics Business Intelligence Service

Unlike the audit or 990 based reports above, this approach to financial analysis and planning uses your accounting data to build flexible and scalable reports. Using our proprietary tool, Flowgistics, we collect your data into a centralized database and then collaborate with your key stakeholders to develop the reporting and dashboard tools required for monitoring your progress. Clients choose to maintain their dashboards using Flowgistics as part of their accounting cycle to ensure consistent reporting to executives and the board of directors. Common reports include:

Financial dashboards
Asset management dashboards
Development cycle cash flow forecasting
Organizational financial forecasting
Program outcomes tracking
Funder reports

Overview of process

Presentation on Business Intelligence for Affordable Housing Developers

Sample Financial Statement Dashboard

Schedule an introductory meeting

Let Lisa Nelson guide you toward achieving the optimal results you desire. Her expertise and insights enable you to navigate challenges effectively and unlock your full potential.

Contact Today!