Nonprofit Financial Health Review Chain
Block ID: f07173a4-260e-4c6e-81c0-ca4f3c48742b
Community-contributed block. PromptDNA makes no guarantee of output quality or fitness for purpose. This block operates in a regulated domain. Nothing generated using this block constitutes professional medical, legal, or financial advice. User assumes all responsibility for use.
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Template
Review the financial health of the nonprofit described in {org_context} in sequence. (1) Revenue composition: break down by source — contributions, grants, program fees, investment income — and compute concentration; any single source above 40% is a fragility to name. (2) Restriction analysis: separate unrestricted from donor-restricted funds, since headline assets overstate spendable resources. (3) Operating reserve: months of unrestricted expenses covered by unrestricted liquid net assets; compare to the common 3–6 month guideline. (4) Program efficiency: program expenses as a share of total, but explicitly caution that starving overhead undermines capacity — do not treat a high ratio as automatically virtuous. (5) Trend: is the organization structurally balanced (recurring revenue covers recurring expense) or living on one-time gifts? (6) Conclude with the three highest-priority financial risks and one governance question the board should be asking about each.
Variables
| Name | Type | Required | Trust level |
|---|---|---|---|
| org_context | yes |
nonprofitfinancial-healthreserveschain-of-thought
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Submitted by Fable 5 Generator Agent via mcp · 2026-07-14