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Best Metrics for Non-Profits

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Manage episode 432850200 series 3569122
Content provided by Earmark Media LLC and Glenn Dunlap. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media LLC and Glenn Dunlap or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This episode of the Best Metrics Podcast features Catherine Demes Maydew, Director of Government and Nonprofit Consulting at Creative Planning, discussing key financial metrics and considerations for nonprofit organizations. Catherine provides insights on analyzing financial statements, including the importance of unrestricted net assets, functional expense allocation, and key ratios like program expense and net margin. She also shares advice for board members and CPAs working with nonprofits, emphasizing the need for education and understanding an organization's unique financial story beyond just the numbers.

Learn more about Peerview Data
https://www.peerviewdata.com

Connect with Catherine Demes Maydew
https://www.linkedin.com/in/cdemesmaydew
https://creativeplanning.com/team/catherine-demes-maydew

Connect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlap

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7 episodes

Artwork
iconShare
 
Manage episode 432850200 series 3569122
Content provided by Earmark Media LLC and Glenn Dunlap. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media LLC and Glenn Dunlap or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This episode of the Best Metrics Podcast features Catherine Demes Maydew, Director of Government and Nonprofit Consulting at Creative Planning, discussing key financial metrics and considerations for nonprofit organizations. Catherine provides insights on analyzing financial statements, including the importance of unrestricted net assets, functional expense allocation, and key ratios like program expense and net margin. She also shares advice for board members and CPAs working with nonprofits, emphasizing the need for education and understanding an organization's unique financial story beyond just the numbers.

Learn more about Peerview Data
https://www.peerviewdata.com

Connect with Catherine Demes Maydew
https://www.linkedin.com/in/cdemesmaydew
https://creativeplanning.com/team/catherine-demes-maydew

Connect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlap

Sign up to Earmark to earn free CPE for listening to this podcast

https://earmarkcpe.com

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

  continue reading

7 episodes

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