TREC 2022 & 2019 Salary Report Canada Edition
2019 & 2022 TREC Salary Report – Canada Edition TREC dedicates itself to serving environmental organizations through offering services and resources to strengthen their effectiveness. We believe that providing competitive…
TREC 2022 & 2019 Salary Reports – United States Edition
2019 & 2022 TREC Salary Reports – US Edition TREC dedicates itself to serving environmental organizations through offering services and resources to strengthen their effectiveness. We believe that providing competitive…
Restricted Funds Essentials
Learn the basics of reporting & financial management of your restricted grants funds using Quickbooks.
How to Track Grants Year-Over-Year and Produce Clear-Cut Reports
This tutorial walks you through a solution for U.S organizations to show grant revenue from one year to the next that won’t mess up your bottom line. It will also leave your organization an easy way to read and understand accurate financial reports.
Where to Put Expenses
For U.S. based organizations, the IRS form 990 requires you break out your expenses into three functional expense categories: Program Services, Management and General, and Fundraising. Learn more about the three areas and how to determine what qualifies for each.
Financial Resiliency: Methods for building a financially sustainable organization aligned with your goals
In this webinar, we discuss how to weave together our financial planning with our organizational planning to achieve and sustain our goals. Some of the topics we cover include building reserves, program-based budgeting, program sustainability, scenario planning, and strategic grant budgets.
How to Track Restricted Funds
This in-depth, step-by-step tutorial on tracking restricted funds in QuickBooks for US-based Organizations will help you easily create detailed reports using the customer feature. You’ll be able to get full expense and budget to actual reports for your grants, as well as restricted fund balances.
Revenue Forecasting Tool
TREC’s Revenue Forecasting Tool walks you through three methods described in TREC’s Revenue Forecasting resource to help you hypothesize on future revenue.
Restricted Fund Basics
Do you know which of your funds are restricted? How to track them? What types are there? This tutorial answers all those questions and also will start you down the path to robust financial systems.
Fiscal Controls for Your Organization
Fiscal controls are critical to every organization to protect against fraud and also create solid financial systems and procedures. This short tutorial covers the how and why of fiscal controls.