Financial Resilience Self-Assessment

Rate your nonprofit’s agreement with each statement from 1 (Strongly Disagree) to 5 (Strongly Agree).

Please answer all 9 questions to complete the survey.

PART 1: BUDGET PRACTICES

1. We base revenue projections on an analysis of recent historical performance rather than instinct or "roll-over" budgeting (simply increasing last year's goals by a small percentage). *

1 (Strongly Disagree)

5 (Strongly Agree)

2. When increasing revenue goals, we explicitly budget for the corresponding expenses (staff, tech, marketing) required to achieve them. *

1 (Strongly Disagree)

5 (Strongly Agree)

3. Our revenue-generating team(s) have a meaningful seat at the table to weigh in on what targets are honest, realistic, and achievable. *

1 (Strongly Disagree)

5 (Strongly Agree)

PART 2: RISKS AND BUFFERS

4. We analyze the relative strength of individual revenue pipelines (e.g., annual giving, grants, events, board) to assess vulnerabilities and ensure we aren't over-reliant on a single funding source. *

1 (Strongly Disagree)

5 (Strongly Agree)

5. We have clear operational thresholds and data-driven limits to prevent over-expansion when we are at maximum capacity. *

1 (Strongly Disagree)

5 (Strongly Agree)

6. We define contingency triggers to protect operations (e.g., formal plans to delay or freeze certain expenses by mid-year if stretch goals aren't being met.) *

1 (Strongly Disagree)

5 (Strongly Agree)

PART 3: SUSTAINABILITY

7. We consider external economic and philanthropic trends at the local, regional, and national levels prior to finalizing our revenue targets. *

1 (Strongly Disagree)

5 (Strongly Agree)

8. We regularly evaluate financial health measures (e.g., Operating Reliance Rate, Dependency Quotient, Operating Reserves) to monitor organizational stability. *

1 (Strongly Disagree)

5 (Strongly Agree)

9. We actively discuss the rationale and market risks of our revenue goals with our board. Rather than simply rubber-stamping the budget, our board members are active, informed strategy partners. *

1 (Strongly Disagree)

5 (Strongly Agree)

Here’s Your Score:

Out of 45

Congratulations! You've completed the self-assessment.

For your custom results and next steps, enter your name and email address below

Full Name *

Last Name

Email *