For several years, I led the nonprofit ethics program of the Cincinnati Better Business Bureau, where my job involved close examinations of nonprofit financial statements, annual reports, and fundraising materials, to evaluate whether local charities met national standards of accountability. If you’re considering a position at a nonprofit, here are some key documents and resources to include in your research, especially if you’re applying for a leadership role.
Note: These are primarily resources for researching 501(c)(3) organizations, which are the most common and most widely recognized type of nonprofit. Other groups, such as political, labor, or trade associations, will have some of these documents available. For churches, synagogues, mosques, and some religiously affiliated organizations, you’ll need to rely on their internal documents if you want to do this kind of research.
Most established nonprofits put together an annual report of some kind. It might be nothing more than a special issue of their donor newsletter, or it could be 64-page glossy magazine expensively designed and produced. The annual report is often available on the organization’s website or by asking for a copy. The annual report, if it’s done well, will contain several key pieces of information that will greatly help you in your research: Continue reading