Nonprofit Assessment Service

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Insight and peace of mind for nonprofit operations, governance, and financial practices.

Nonprofit leaders must balance mission impact, donor expectations, financial accountability, and regulatory compliance in a constantly changing environment. Without periodic evaluation, small gaps in governance, controls, or reporting can quietly grow into significant risks.

A CapinCrouse Nonprofit Assessment™ helps leaders gain a clear, objective view of their organization’s operational health. It also identifies opportunities to strengthen systems that support long-term mission goals.

What is a Nonprofit Assessment?

A Nonprofit Assessment is a structured review of key operational, financial, governance, and compliance practices. Instead of focusing on one function, the assessment analyzes how your organization operates as a whole.

It answers questions nonprofit leaders often ask, such as:

  • Are our policies and governance practices aligned with current standards?
  • Do our internal controls adequately protect organizational assets?
  • Is our financial reporting clear, accurate, and useful for decision-making?
  • Are we maintaining compliance with tax requirements?

The CapinCrouse Nonprofit Assessment is customizable, scalable, and practical, providing real-world insight leaders can act on.

How a Nonprofit Assessment Can Benefit Organizations

Nonprofit operations change over time. New programs, staff, growth, or regulations can affect systems that previously worked well.

This assessment helps organizations:

  • Address risks before they escalate
  • Identify practical improvements
  • Align policies and procedures with established nonprofit standards
  • Strengthen oversight and accountability

For many organizations, a Nonprofit Assessment also provides reassurance by confirming what’s working well and pinpointing where strategic changes can deliver the biggest impact.

How the CapinCrouse Nonprofit Assessment Works

This assessment has four customizable modules. You can select individual modules or all four, based on your organization’s needs.

Administrative/Governance

A review of your nonprofit’s corporate and administrative documents, policies, and information, including:

  • Articles of incorporation and bylaws
  • Board governance policies
  • Other key organizational policies, such as gift acceptance, investment, conflict of interest, intellectual property, and record retention and destruction policies
Internal Controls

An assessment of internal control documentation, policies, and procedures to help determine whether you have the appropriate checks and balances in place to safeguard your assets and help prevent fraudulent activity or financial reporting.

This includes a review of:

  • Contributions, revenue and cash receipts, cash disbursements, and payroll
  • Journal entries, vendor approval, and technology user rights
Financial Reporting

An analysis of your financial accounting functions, procedures, and reporting to identify strengths, weaknesses, and improvements. This includes a review of:

  • Chart of accounts and financial reporting structure
  • Key areas such as the handling of donor-restricted contributions and net assets, fixed assets, and more
Tax Compliance

A review of important areas of tax risk and compliance, including:

  • Correspondence concerning your exempt status with the IRS and state agencies
  • Personnel files and payroll records, including federal and state returns and reports (941s, W-2s, etc.)
  • Special areas, including documentation for withholdings, I-9 forms, ordination of ministers, designation of housing allowances, spousal travel, sales tax, unrelated business income, and more

What the CapinCrouse Nonprofit Assessment Includes

At the end of the assessment, CapinCrouse provides a confidential, customized report with an executive summary of our findings and recommendations. This includes sample policies and other helpful information.

The report addresses:

  • Weaknesses or potential issues
  • Areas for improvement
  • Action steps and tips based on current nonprofit best practices

The Nonprofit Assessment doesn’t simply identify issues and areas of concern. It provides thoughtful analysis to help you strengthen your financial operations and accomplish your mission more effectively.

Why Nonprofits Choose CapinCrouse

Nonprofits rely on CapinCrouse for Nonprofit Assessments because we:

  • Have exclusively served nonprofits for more than 50 years
  • Understand the realities and constraints today’s nonprofits face
  • Offer independent insight grounded in best practices
  • Tailor our service to fit nonprofits’ unique needs

You’ll benefit from deep nonprofit experience, financial insight, and meaningful recommendations.

Take the Next Step

Ready to enhance your nonprofit’s impact and operational health? Contact us today to discuss how we can customize a solution to meet your needs.

Churches and Denominations: CapinCrouse also offers a Church Assessment specifically designed for church operations and governance. Learn more.