Nonprofit Financial Controls Survey

Nonprofit Financial Controls Survey
Please complete this survey to help assess your organization's financial control practices. Your responses will support continuous improvement and strengthen financial governance.
Organization Name
What is your organization's annual operating budget?
How would you rate your organization's overall control environment (e.g., leadership tone, policies, and ethical standards)?
Which best describes your organization's financial approval process?
Segregation of Duties: Please indicate how frequently the following controls are in place.
Rows Always Sometimes Rarely Never
Different people authorize and record transactions
Bank reconciliations prepared by someone not handling cash
Checks require two signatures
How often are bank and account reconciliations performed?
Cash Handling Controls: How would you rate your organization's procedures for handling cash (e.g., deposits, petty cash, receipts)?
Expense Controls: Which expense review practices are in place? (Select all that apply)
Other
Access and Security: How is access to accounting systems and records managed?
Audit and Review Practices: How often does your organization conduct internal or external financial reviews or audits?
What area of financial controls would you most like to improve?
Should be Empty:

Select theme:

Rows	Always	Sometimes	Rarely	Never
Different people authorize and record transactions
Bank reconciliations prepared by someone not handling cash
Checks require two signatures