Fiscal Monitoring Resources for Nonprofits

Tools and training to help nonprofits understand and meet fiscal monitoring standards.

About

The Citywide Nonprofit Monitoring and Capacity Building Program includes a Fiscal Monitoring Program to set consistent fiscal monitoring requirements for nonprofits that receive funding from City departments. The Program streamlines fiscal monitoring activities to support a key outcome:

Nonprofit contractors have strong, sustainable fiscal operations so that public funds are spent in alignment with the City’s financial and administrative standards

The Program also provides capacity building resources, which includes training and individual coaching for nonprofits.

Documents

Tools for completing monitoring

Core Standard Monitoring Form

Focuses on standards that are essential to determine financial health for a nonprofit agency.

Expanded Standard Monitoring Form

Includes more standards to ascertain additional aspects of financial health and overall governance.

Corrective Action Policy

This policy helps to identify, prioritize, and support nonprofit contractors who do not meet the City's fiscal and contract performance compliance standards. Updated December 9, 2024.

2024-12-09

Expanded Monitoring Checklist

A reference guide and checklist to help nonprofits compile and organize the required expanded fiscal monitoring documents.

Core Monitoring Checklist

A reference guide and checklist to help nonprofits compile and organize the required core standard monitoring documents.

Nonprofit Finance Guide

This guide provides nonprofit organizations with a broad overview and general guidance on organizing and managing their financial systems.

Resources

Training for nonprofit organizations

Equity in Financial Management Training

This workshop focuses on choice-points for applying more equitable financial management practices.

Managing Financial Performance

This workshop focuses on the foundational components of operational excellence.

Multi-Year Financial Planning- FY24 Spring Training

In this workshop, we’ll explore how to develop multi-year financial projections.

Budget and True Cost- FY24 Spring Training

This workshop will help participants develop a well-designed budget process

Internal Controls for Small Organizations

This workshop highlights opportunities for improved processes and policies.

Cash Indicators for Short-Term Planning

This workshop reviews general financial concepts and the interpretation of financial statements, the budgeting process, and deep dives into cash management for short-term planning.

Budgeting and Pivoting for Mid-Term Planning

This workshop provides tools to nonprofit organizations facing major operational changes with assistance designing a methodical process of evaluating options.

Stabilizing Assets for Long-Term Planning

This workshop will provide tools for nonprofit finance staff and board members experiencing short- and mid-term stability, but would like to think about long-term planning.

Strategies for Managing Government Funding Training

This workshop is designed for organizations who are new to government funding and are looking for ways to successfully manage government grants or contracts.

Get personalized coaching for your nonprofit

Get coaching for your nonprofit

Request individual coaching to get the financial management skills you and your team need to make your nonprofit organization successful.

Learn about nonprofit management

Tools for managing a nonprofit

Learn about nonprofit financial planning and management, board governance, and sample policies.

More Information

View the Controller's Office Programs, Policies, and Information on Nonprofit Contracting page to learn more about the Controller’s Office’s work on nonprofit policy and oversight.
Visit the Citywide Nonprofit Monitoring and Capacity Building Program to get more information about the Controller's Office's program coordinating nonprofit and contract monitoring and capacity building.
View the San Francisco Nonprofit Spending and Contracts dashboards for summary data on Citywide spending on nonprofit contractors.
View an interactive directory of accounting firms interested in conducting nonprofit financial audits. Nonprofit organizations can use this to connect with auditors that meet their needs.
Explore the Public Information about City Contracts with Nonprofits page for an overview of how to find more information about nonprofit spending, performance, and services.
Learn more about City policies and legislation related to contracting with nonprofits.

Partner agencies

Controller's Office