Finance Fundamentals Follow Up Resources

These resources can be used to support further applications of skills, knowledge, and tools presented at the workshop.  Please check our website for more workshops for more learning opportunities.  Please respect any fair use and copyright for any of the resources below. 

Please note, this workshop is taught by several instructors, and materials may vary from session to session. If you are looking for a workshop resource that is not listed here, please contact us at workshops@compasspoint.org.

Workbook and Slides

Note: our workbook and slides are Google files and can sometimes take a minute to load.

• Workbook (including glossary)
• Slides

Sample Financial Statements

• Sample Income Statement (we used this on Day 2)
• Sample Balance Sheet (we used this on Day 3)
• Sample Depreciation Schedule from the Wallace Foundation (note: this is not a financial statement that we shared during the class, but we are adding it as a resource here since folks asked for an example!)

Articles and Toolkits

• What I'm Learning: Drawing on Participatory Budgeting Principles to Experiment with Distributed Power by Monica Marie Avery of CompassPoint
• Why Funding Overhead Is Not the Real Issue: The Case to Cover Full Costs from Nonprofit Quarterly
• StrongNonprofits toolkit: Resources to strengthen your nonprofit financial management from the Wallace Foundation
• "Own Your Own Costs" toolkit from National Council of Nonprofits

Podcasts

• ​​The Birth of Accounting (a historical look at the origins of double book accounting) from Planet Money

Videos

• Depreciation (from Propel Nonprofits)
• Restricted Funds (from Propel Nonprofits)
• Cost Allocation (from Propel Nonprofits)
• Mastering Quickbooks, Part 1 (from Nonprofit Quarterly)
• Mastering Quickbooks, Part 2 (from Nonprofit Quarterly)

Other Organizations working to shift power in finance and philanthropy

• A Bookkeeping Cooperative (ABC) - Another great organization offering values-aligned finance workshops for folks working in social justice (including nonprofits, businesses, and cooperatives)
• Justice Funders
• Wealth Reclamation Academy of Practitioners (WRAP)
• Trust Based Philanthropy Project
• Decolonizing Wealth
• Grant Advisor - read/share reviews of funders
• Nonprofit AF - Vu Le's weekly blog covering a variety of topics about nonprofits and funders with a comedic tone

Related CompassPoint workshops & learning spaces

• From Fundraiser to Resource Mobilizer: Changing our Perspectives and Practices to Shift Power
• FPN & HRN Peer Networks