Skip to content

References: Tracking Expenses and Building Funding Partnerships

  1. Sliding scale fees - Wikipedia - Explains variable pricing based on a family's ability to pay, the model behind this chapter's sliding-scale-fee-model section.

  2. Cost–benefit analysis - Wikipedia - Covers how organizations weigh a decision's costs against its benefits, the method behind this chapter's cost-benefit-analysis section.

  3. Depreciation - Wikipedia - Explains how equipment loses value over its useful life, the accounting concept behind this chapter's equipment-depreciation-planning section.

  4. Nonprofit Sustainability: Making Strategic Decisions for Financial Viability - Jan Masaoka and Steve Zimmerman - Jossey-Bass - Masaoka and Zimmerman developed the "Matrix Map" for weighing a program's mission impact against its financial viability, the reasoning behind this chapter's cost-benefit-analysis and shared-resource-agreement sections.

  5. "Collective Impact" (Stanford Social Innovation Review, Winter 2011) - John Kania and Mark Kramer - FSG - Kania and Kramer originated the "collective impact" framework for cross-sector partnerships around a shared goal, the model behind this chapter's school-district, PTA, library, and robotics-club funding-partnership sections.

  6. Substantiating Charitable Contributions - Internal Revenue Service - Federal requirements for what a donation receipt must include, directly supporting this chapter's donation-receipt-process section.

  7. Fundraising - Local Leader Kit - National PTA - Official guidance on mission-driven fundraising, corporate sponsorship rules, and partnership strategies, directly supporting this chapter's PTA-partnership-funding and sponsor-recognition-plan sections.

  8. A Board's Guide to Fiscal Sponsorship - Propel Nonprofits - Explains formal financial structures relevant to this chapter's annual-budget-review and emergency-fund-reserve sections.

  9. Insurance Basics for Nonprofits - Nonprofit Risk Management Center - Background on protecting and valuing organizational equipment, relevant to this chapter's equipment-depreciation-planning section.

  10. Free Equipment Inventory Templates & Spreadsheets - Smartsheet - Spreadsheet layouts adaptable into a budget-tracking spreadsheet, directly supporting this chapter's budget-tracking-spreadsheet and expense-reporting-process sections.