Skip to Content RESNA Catalyst Project - providing technical assistance to AT Act entities

Browse By Topic - Fiscal Management

  • General

    Best Practices - Lessons learned (2011) -- Available formats: ppt
    Carol Fury's Best Practices presentation

  • Reports

    Resources regarding updated IRS Form 990 (2009) -- Available formats: html
    A collection of resources regarding changes to the IRS Form 990 required of nonprofit organizations. Includes samples of required policy pieces submitted by AFPs.

    Investing AFP Grant Awards (2007) -- Available formats: rtf
    Describes several low-risk investment options compliant with the requirements of the AFP grants.

    AFP Investment Policies (2006) -- Available formats: rtf
    A guide to establishing an investment policy for AFP funds. Legal constraints, structural considerations, and questions of liquidity and cash flow are addressed. The publication aims to help the AFP program manager gain a working understanding of investment options available, and how to evaluate each option.

    Steps to Prudent Investing of Program Funds (2001) -- Available formats: html
    This paper summarizes a checklist of steps to successful investment management of program funds, highlights certain steps in some detail, provides explanations of several investment instruments Alternative Finance Program (AFP) administrators may choose to use, and provides examples of program cash flows.

  • Toolkits

    Cash Flow Calculator (2001) -- Available formats: html
    Provides sample cash flow projections, and explanations of the process for making such projections for both loan guarantor programs and direct lenders.

  • Legislation

    CBO Subject to Audit (2007) -- Available formats: html
    Questions of Interest - Highlights from the Loan Program Listserv Discussions

    State Funds/Public Funds and Federal Funds (2007) -- Available formats: html
    Questions of Interest - Highlights from the Loan Program Listserv Discussions

    Consumer Counseling (2006) -- Available formats: html
    Questions of Interest - Highlights from the Loan Program Listserv Discussions

    Grant Funds used for Resource Development - Fund Raising (2006) -- Available formats: html
    Questions of Interest - Highlights from the Loan Program Listserv Discussions

    Grant Funds used for Resource Development - Grant Writing (2006) -- Available formats: html
    Questions of Interest - Highlights from the Loan Program Listserv Discussions

    Insuring AFP Funds (2006) -- Available formats: html
    Questions of Interest - Highlights from the Loan Program Listserv Discussions

    Investing in Stocks (2006) -- Available formats: html
    Questions of Interest - Highlights from the Loan Program Listserv Discussions

    Separate Account for Each Grant (2006) -- Available formats: html
    Questions of Interest - Highlights from the Loan Program Listserv Discussions

    Use of Grant Funds to Pay for Audit (2006) -- Available formats: html
    Questions of Interest - Highlights from the Loan Program Listserv Discussions

    Interest Income (2005) -- Available formats: html
    Questions of Interest - Highlights from the Loan Program Listserv Discussions

  • Teleconferences

    Application Red Flags - Low Credit Scores and other Credit Issues (2012) -- Available formats: ppt
    Cheryl Fatnassi from VT and Milissa Gofourth from OK present on application red flags, and discuss possible solutions for programs when faced with borderline applications.

    Red Flags Teleconference Recording (2012) -- Available formats: mp3
    The audio recording for the May 9th teleconference on Application Red Flags

    Indirect Cost Rates - October 30, 2007 (2007) -- Available formats: rtf mp3
    This presetation focused on what the indirect cost rate is, why programs need to have one, and how it is calculated.

    RSA Question and Answers on Indirect Cost Rates (2007) -- Available formats: rtf
    This provides answers on how to calculae an indirect cost rate, how to submit a rate for approval, and other questions such as how occupancy costs affected indirect, what the definition is of equipment, and how subcontractors are treated related to indirect.

    Managing Your Loan Funds - August 3, 2006 (2006) -- Available formats: rtf mp3
    This call focuses on techniques to managing your funds including manual accounting and software based accounting. Patti Lind and Todd Weber of the Iowa Abilities Fund are the presenters.