Renner and Company Non-Profit Survey

Welcome to our Non-Profit Industry Survey!

As the trusted advisor to non-profits in the Metro DC area we are continually looking to ensure that we are tailoring our services to areas relevant and important to you. To help us expand our valued services to the non-profit community, we kindly ask you take a few minutes to respond to the questions in this survey. The survey will take no more than 10 minutes of your time and will provide important knowledge to us as we continue to grow.

We greatly appreciate your time!

Renner & Company, CPA, PC

Introductory Section

  • What type of non-profit are you affiliated with?
  • How are you affiliated with this particular non-profit?

Strategic Outlook

  • By your estimation, within your current strategic plan what is the most primary focus for your organization over the next fiscal year?
  • Does your organization conduct an internal risk assessment every 1 - 5 years to determine the course of its strategic plan?
    YesNo
  • Is your organization looking to expand the number of employees it hires within the next two fiscal years?
    YesNo
  • Is your organization looking to restructure its governing board within the next two years?
    YesNo
  • How involved is your governing board of directors in formulating your strategic plan?
  • Overall, are you anticipating an increased amount of revenue to be generated within the next two years as part of your current strategic plan?
    YesNo
  • As part of your current strategic plan, are you planning to incorporate industry benchmarking techniques within the next three years?
    YesNo
  • As part of your current strategic plan, are you anticipating an increased membership base or increased pool of donors for your organization to be realized within the next two years?
    YesNo
  • Does your current strategic plan consider the use of outsourcing functions such as marketing/fundraising within the next two years?
    YesNo
  • Does your current strategic plan consider the use of outsourcing functions such as information technology within the next two years?
    YesNo
  • Does your current strategic plan consider the use of outsourcing functions such as accounting within the next two years?
    YesNo
  • Does your current strategic plan consider an expanded usage of social media to broadcast your organization’s mission/message to its membership or donorship base?
    YesNo
  • Does your current strategic plan consider automating internal accounting or administrative functions within the next two years?
    YesNo
  • Do you plan to revise or expand your committee structure within the next two years?
    YesNo

Revenue Generation/Sources

  • By your estimation, what is your primary source of revenue currently?
  • Will your nonprofit plan to seek new sources of revenue within the next two years?
    YesNo
  • How significant is the image of your brand to your overall capacity to generate revenue?
  • Has your non-profit invested resources into expanding your membership or donor base through the development of new service lines or programs within the past year?
    YesNo
  • Does your strategic plan include investing resources into expanding your membership or donor base through the development of new service lines or programs within the next two years?
    YesNo
  • How important is fundraising in relation to the general public to your overall financial structure?
  • Has your nonprofit hired the services of a professional fundraiser within the past year?
    YesNo
  • Will your nonprofit consider hiring the services of a professional fundraiser or other consultant within the next two years?
    YesNo
  • How much of an impact do congressional or local government funding actions make in consideration of your annual revenue streams/budget considerations
  • Has your nonprofit experienced a growth in revenues received by utilizing an online platform to collect money (i.e. Paypal or website application)?
    YesNoNot applicable

Financial Cost Centers/Structures

  • By your estimation, what is the single most significant cost reduction focus for your organization during the next two years?
  • Within the next two years, do you anticipate your personnel benefits to:
  • Within the next two years, will you as an organization plan to undertake capital improvement projects or acquire significant equipment and/or building improvement purchases?
    YesNo
  • Within the next two years, do you anticipate your overall total expenses incurred to:
  • Over the next two years, will you anticipate a change to your overall cost allocation (designation of program, general and administrative, and fundraising costs on your financial statements and/or Form 990) percentages?
    YesNo
  • How important are reported cost allocations (designation of program, general and administrative, and fundraising costs on your financial statements and/or Form 990) to your membership/donor base?
  • Would you consider the presentation of your cost allocations to be a valuable marketing tool for your prospective membership/donor base?
    YesNo
  • Who within your organization is primarily responsible for generating the annual budget?
  • Do you consider budget forecasting and calculations to be an integral part of your current financial structure?
    YesNo
  • By your estimation, how significant is meeting your annual budgeted expenditure expectations to the overall financial performance of your organization?

Governance

  • Do you have a functional audit committee that currently serves as part of your governing board?
    YesNo
  • If you have an audit committee, how long has the committee been active?
  • If you have an audit committee, how many board members does it include?
  • Does your audit committee contain a member who is licensed as a Certified Public Accountant?
    YesNo
  • Would you consider your audit committee to be an effective component of your overall board governance structure?
    YesNo
  • How involved is your audit or finance committee in the overall financial operations of your non-profit?
  • Do you currently involve any of your audit or finance committee members within your internal control structure (i.e. reviewing bank activity or transactions, check signing, overseeing financial recordkeeping)?
    YesNo
  • Would you prefer your board members to take an active role within your non-profit’s internal control structure (i.e. reviewing bank activity or transactions, check signing, overseeing financial recordkeeping)?
    YesNo
  • How significantly do you regard financial literacy when selecting a candidate for your governing board (i.e. able to effectively interpret the internal balance sheet and income statement to make informed governance decisions)?
  • By your estimation, what is the most important factor in your organization’s selection of a board member?
  • How long are the term limits noted within your bylaws for the governing board?
  • By your estimation, would you prefer board term limits to be

Do you wish to share your information with us:

  • First Name:

    Last Name:

    Organization Name:

    Phone Number:

    E-mail Address: