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Reading a Nonprofit's Financials Like a Grant Reviewer Does

Reading a Nonprofit's Financials Like a Grant Reviewer Does
Reading a Nonprofit's Financials Like a Grant Reviewer Does
Financial Analysis

Program staff frequently write the narrative half of a proposal and hand the numbers to finance as an afterthought. Reviewers read it in the opposite order — the budget is often the first place they look for whether an organization can be trusted to manage the grant at all.

Three ratios worth checking before you submit

Program expense ratio, months of operating reserve, and the trend (not just the value) of unrestricted net assets over three years. A single strong year means less than a stable or improving trend, because reviewers are underwriting continuity, not a snapshot.

Nonprofit financial ratio chart

A budget narrative that explains the one number a reviewer will question is worth more than a budget with no weaknesses at all — because every real budget has one.

Tanvir Ahamed Tuhin

The narrative question funders are really asking

Underneath every financial ratio is one question: if this grant ended tomorrow, would the organization still be standing? Proposals that answer that directly, even briefly, read as more credible than ones that avoid it entirely.

Watch: nonprofit financial ratios explained

A walkthrough of the ratios funders and auditors look for first.

Working on something similar and want a second opinion? I take on a limited number of engagements each quarter in financial analysis and related work.