{"product_id":"nonprofit-financial-controls-template-pack","title":"Nonprofit Financial Controls Template Pack","description":"\u003cp data-pm-slice=\"1 1 []\"\u003e\u003cstrong\u003eYour Auditor Will Ask for These Policies. Does Your Nonprofit Have Them?\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e12 internal control policies, 3 working Excel templates, a board report template, and a Form 990 prep checklist built for small nonprofits by a federal auditor. Ready to customize and adopt in an afternoon.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eEvery nonprofit audit starts with the same question: \u003cem\u003e\"Can I see your internal control policies?\"\u003c\/em\u003e Most small organizations either don't have them, or have a version downloaded years ago that nobody has looked at since.\u003c\/p\u003e\n\u003cp\u003eGrant funders are asking too. The 2 CFR 200 Uniform Guidance, which governs virtually every federal grant, requires \u003cstrong\u003edocumented\u003c\/strong\u003e internal controls. \"We follow best practices informally\" is not a compliant answer.\u003c\/p\u003e\n\u003cp\u003eWriting these policies from scratch takes a finance manager 40–60 hours. Hiring a consultant costs $2,000–$8,000. Most small nonprofits do neither and hope nobody asks.\u003c\/p\u003e\n\u003cp\u003eThe \u003cstrong\u003eJacJac Nonprofit Financial Controls Pack\u003c\/strong\u003e gives your organization 12 ready-to-adopt internal control policies plus the working tools that keep them alive: a risk assessment matrix, month-end close checklist, grant tracking template, board report template, and Form 990 prep checklist.\u003c\/p\u003e\n\u003cp\u003eWritten by a federal auditor who has reviewed nonprofit financial controls at the international level. Aligned with 2 CFR 200, COSO, and IRS Form 990 requirements — with the specific section numbers cited inline. Your auditor will recognize these citations. That matters.\u003c\/p\u003e\n\u003cp\u003eFully editable: add your organization's name and have board-approved policies in an afternoon. Each policy includes a board approval signature and effective date block — written to be adopted, not just filed.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat you get\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eInternal Control Policy Manual\u003c\/strong\u003e (Word, 12 policies) — segregation of duties, check signing \u0026amp; payment authorization, petty cash \u0026amp; expense reimbursement, credit\/purchasing cards, cash receipts \u0026amp; deposits, bank reconciliation, grant \u0026amp; restricted fund management, fixed assets \u0026amp; depreciation, financial statement review \u0026amp; board reporting, conflict of interest, whistleblower protection, and records retention.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eRisk Assessment Matrix\u003c\/strong\u003e (Excel) — scored assessment across 8 financial domains with a visual heat map of high\/medium\/low risks and recommended controls.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eMonth-End Close Checklist\u003c\/strong\u003e (Excel) — 27 tasks across 6 categories with owner, due date, and completion fields. Built for a one- or two-person finance team.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eGrant Fund Tracking Template\u003c\/strong\u003e (Excel) — tracks every active grant by funder, award, restrictions, and spend. Flags grants within 90 days of expiration or over 90% spent, plus a reporting deadlines tab.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eBoard Financial Report Template\u003c\/strong\u003e (Word) — narrative section, budget vs. actual, cash position, grant status, and key ratios — readable by non-finance board members.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eForm 990 Prep Checklist\u003c\/strong\u003e (Word) — every document and data point your preparer will need, organized by schedule (core return plus A, B, D, F, G, H, L, O).\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eFormat:\u003c\/strong\u003e Instant download (ZIP) — 14 Word documents, 3 Excel templates. \u003cstrong\u003eUpdates:\u003c\/strong\u003e Free updates for 12 months as regulations and 990 requirements change. \u003cstrong\u003eSupport:\u003c\/strong\u003e Email support for implementation questions.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWho this is for\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003eNonprofits preparing for their first audit or single audit under 2 CFR 200\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eExecutive directors managing finance without a dedicated CFO\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eFinance managers building or formalizing a controls environment\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eBoards seeking to fulfill fiduciary oversight responsibilities\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eGrant recipients who need to show funders that controls are documented\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eChurches and faith-based organizations with 501(c)(3) status\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eCPAs looking for a policy starter kit to recommend to nonprofit clients\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eFrequently asked questions\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\"We're too small to need formal policies.\"\u003c\/strong\u003e If you have any federal funding — FEMA, HHS, Education grants — 2 CFR 200 requires documented internal controls regardless of size. The single audit threshold is $750K in federal expenditures, but the documentation requirement applies well below it.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\"Our CPA handles compliance.\"\u003c\/strong\u003e Your CPA handles tax filing. Internal control policies are management's responsibility — auditors evaluate them separately from the financial statements.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\"We already have policies from years ago.\"\u003c\/strong\u003e Outdated policies are almost as problematic as none. 2 CFR 200 was updated in 2024 — if your policies don't reference current requirements, they may not satisfy an auditor or funder.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\"Is $247 in our budget?\"\u003c\/strong\u003e One missing-controls audit finding typically becomes a repeat finding the next year and can trigger enhanced monitoring from funders. That relationship damage costs far more than $247, and this is an organizational purchase, not a personal one.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eChoose your pack\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eEssentials — $127\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eInternal Control Policy Manual (12 policies) + Month-End Close Checklist.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eFull Pack — $247 ⭐ Most popular\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eAll 6 components. Instant download. Free updates for 12 months.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eFull Pack + Implementation Call — $447\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eEverything in the Full Pack plus a 60-minute call with Jacques to prioritize implementation and review your risk matrix results.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eBundle: Government Compliance Bundle — $397\u003c\/strong\u003e — Nonprofit Controls Pack + FAR Audit Prep Kit. For nonprofits with federal contracts.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e[Get instant access]\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003eQuestions? Email \u003c\/em\u003e\u003ca href=\"mailto:jm.desouza@jacjacconsulting.com\" rel=\"noopener noreferrer nofollow\" target=\"_blank\"\u003e\u003cem\u003ejm.desouza@jacjacconsulting.com\u003c\/em\u003e\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003eJacJac Consulting | \u003ca href=\"http:\/\/jacjacconsulting.com\" rel=\"noopener noreferrer nofollow\" target=\"_blank\"\u003ejacjacconsulting.com\u003c\/a\u003e | Strategy. Growth. Success.\u003c\/p\u003e","brand":"My Store","offers":[{"title":"Default Title","offer_id":50738480545840,"sku":null,"price":247.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0788\/1225\/0160\/files\/JacJac_Nonprofit_Controls_Ad_1080x1080_2x_293cf454-75fa-45aa-8b78-8cabcdc28ef2.png?v=1791208003","url":"https:\/\/jacjacconsulting.store\/products\/nonprofit-financial-controls-template-pack","provider":"JacJac Consulting","version":"1.0","type":"link"}