Best Metrics

Best Metrics for Non-Profits


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This episode of the Best Metrics Podcast features Catherine Demes Maydew, Director of Government and Nonprofit Consulting at Creative Planning, discussing key financial metrics and considerations for nonprofit organizations. Catherine provides insights on analyzing financial statements, including the importance of unrestricted net assets, functional expense allocation, and key ratios like program expense and net margin. She also shares advice for board members and CPAs working with nonprofits, emphasizing the need for education and understanding an organization's unique financial story beyond just the numbers.

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Connect with Catherine Demes Maydew
https://www.linkedin.com/in/cdemesmaydew
https://creativeplanning.com/team/catherine-demes-maydew

Connect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlap

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Best MetricsBy Glenn Dunlap

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