Charterpath Financial Health Check

Enter Organization Name: Select Date of Assessment: Please answer the following questions:

Do you have an audited financial statement for the past fiscal year?

Does your charity have a written and approved budget for the current fiscal year?

Are your administrative and fundraising expenses less than 25% of your total expenditures?

Is your organization free of any overdue tax obligations?

Do you have a reserve fund or endowment equivalent to at least three months of operating expenses?

Has your charity experienced an increase in revenue in the past three years?

Do you regularly provide financial reports to your board of directors?

Has your charity conducted a risk assessment related to financial management in the past two years?

Assessment Summary:

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