First Name
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Last Name
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Organization
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Email
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Phone
Are your organization's bank and credit card accounts reconciled through the most recent month-end?
Yes — all accounts are fully reconciled through the most recent month-end
We're 1–3 months behind on one or more accounts
We're more than 3 months behind, or we're not sure
Does your organization complete a formal month-end close and produce accurate financial statements on a consistent schedule?
Yes — our books are closed and financial statements are produced consistently each month
We produce monthly financials, but they are often delayed or require significant adjustments
No — we don't have a consistent monthly close and reporting process
Is your chart of accounts structured so that management can clearly track financial activity by program, function, grant, or department as needed?
Yes — our chart of accounts is well-organized and allows us to track by program, grant, or department
Our chart of accounts exists, but it is not structured to support detailed tracking by program or grant
No — we don't have a structured chart of accounts or haven't set one up
Are restricted grants and contributions clearly tracked separately from unrestricted funds in your accounting system?
Yes — restricted funds are clearly separated and tracked in our accounting system
We try to track them separately, but our system is not set up to do so consistently
No — restricted and unrestricted funds are not clearly separated in our accounting records
Can you produce a grant-specific report showing the revenue and expenses associated with each active grant?
Yes — we can produce grant-specific financial reports showing revenue and expenses per grant
We have some grant tracking, but our reports are not consistently accurate or complete
No — we cannot produce grant-specific financial reports
Does your organization have a consistent method for allocating shared expenses, including payroll and overhead, among grants and programs?
Yes — we have a documented and consistent method for allocating shared expenses across grants and programs
We have an informal approach, but it is not consistently documented or applied
No — we do not have a consistent method for allocating shared expenses
Does your organization have documented financial policies and procedures covering areas such as expense approval, purchasing, reimbursements, credit cards, and cash management?
Yes — we have written financial policies and procedures that are documented and consistently followed
We have some policies in place, but they are informal or not consistently applied
No — we do not have documented financial policies and procedures
Is there adequate separation of financial duties so that one individual does not control a transaction from beginning to end?
Yes — we have adequate separation of duties and no single person controls a full transaction
We have some separation, but there are gaps due to staffing limitations
No — one person controls most or all financial transactions from start to finish
Does your organization have a consistent system for storing and retrieving key financial documentation, including contracts, grant agreements, invoices, receipts, and payroll records?
Yes — we have a documented, organized system for storing and retrieving financial records
We store some records, but our filing system is inconsistent or incomplete
No — we do not have a reliable system for organizing and storing financial documents
Does leadership regularly compare actual financial results to the organization's budget and investigate significant variances?
Yes — we regularly review budget vs. actuals and follow up on significant variances
We occasionally review budget vs. actuals, but not consistently or with follow-through
No — we do not regularly compare actual results to the budget
Does your board receive and meaningfully review financial reports on a regular basis?
Yes — our board receives and meaningfully engages with financial reports on a regular basis
We share financial reports, but board engagement and review is inconsistent
No — our board does not regularly receive or review financial reports
If a major funder or auditor requested detailed financial documentation today, how prepared would your organization be to respond?
Very prepared — our records are organized, reconciled, and readily available
Somewhat prepared — we could respond, but it would require significant effort or cleanup
Not prepared — we would struggle to produce complete and reliable documentation
What is your organization's annual revenue?
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How many active grants does your organization currently manage?
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What is your organization's biggest current financial challenge?
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May we follow up with you by text message about your results and relevant resources?
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Yes — I agree to receive SMS messages from TATP
No
