Financial Questionnaire

From CharityScorecard

Intro

The Financial Questionnaire is a short form for collecting basic financial information about an organization, such as the organization's total income and total expenses in the last fiscal year. This information should be readily available on the organization's own web site, or on the organization's IRS form 990, or through web sites like GuideStar, Give.org, and Charity Navigator.

The info on the Financial Questionnaire is useful for making scorecards that assign scores like High pay scores, or Fundraising scores.

Financial Questionnaire Template

Here's what the blank Financial Questionnaire Template looks like, before it has been filled in:

{{{name}}}
Summary	Net assets (990 line 21)	{{{net-assets}}}
	Total revenue (990 line 12)	{{{total-revenue}}}
	Total expenses (990 line 17)	{{{total-expenses}}}
Expenses	Program expenses (990 line 13)	{{{program-expenses}}}
	Mgmt. and general expenses (990 line 14)	{{{admin-expenses}}}
	Fundraising expenses (990 line 15)	{{{fundraising-expenses}}}
Compensation	CEO or highest paid employee	{{{max-comp-person}}}
	Compensation (990 Part V column C)	{{{max-comp-c}}}
	Additional compensation (990 Part V columns D and E)	{{{max-comp-de}}}
	Total compensation	{{{max-comp-total}}}
	Sources: {{{sources}}}
	For fiscal year ended {{{year-end}}}
	This entry up-to-date as of {{{up-to-date}}}