Free Resources for Not-for-Profit Organisations
As part of our commitment to the Third Sector, Pro Active Resolutions has created a range of free resources you can download which address some of the most common issues we deal with on a daily basis for our not for profit clients.
We hope you find these free fact sheets useful - we’ve broken them down into three headings, Finance and Tax, Management and Human Resources and legal.
Finance & Tax
This a copy of an article that first appeared in Arts Professional, the UK’s leading Arts Management Magazine. Mahmood Reza looks at the impact on Arts funding, charitable giving and organisational costs.
This payroll guide shows at a glance take home pay and PAYE due for weekly and monthly wages deductions for the tax year 2011-12.
The What, Why and How of preparing, viewing & interpreting financial statements.
Guide to calculation of your organisation's profit through 'matching'.
Guide to linking statements and balance sheets and assessing the impact of organisation activities in cash terms.
Overview of VAT (Value Added Tax) and how it applies to the arts.
Abridged overview of a charitable organisation setting up a trading company.
Factsheet focusing on operating PAYE (Pay As You Earn) within a charitable organisation.
Guide to self-employed tax deductions via business expenditure.
Understanding the distinction between employment and self employment is critical, we look at the approach to determining status.
Status test for arts organisations to identify whether staff are employed or self employed
Fact sheet detailing parental support through the tax system via statutory adoption, maternity and paternity pay.
Outline of accounting options available to charitable organisations.
What happens during a tax investigation, avoiding investigations and minimising potential impact.
This article will examine the taxation of grants and prizes, a common source of income for a great number of artists.
We outline the NIC rules as applicable to entertainers.
Management
Guide to implementing effective internal controls and reducing the risk of fraud within an organisation.
Outline of what defines a professional, effective & well-run charitable organisation.
Guide to effectively measuring your products and services against best practice.
Help define and measure your organisation's performance to help achieve strategic objectives.
It is important that, as an individual and as a manager, you have some clear goals. Goals provide an essential sense of purpose that helps structure what you do, and helps you focus your time and energy appropriately.
Reports are formal documents that will be read by others. They must always be accurate and well laid out, finishing with a definite conclusion.
The vast majority of us face a delay between generating income and subsequently receiving the cash. Cash is critical in the short, medium and long term; weak control will lead to a lack of sustainability. This article will give an overview on effective credit control.
A sample executive summary showing the main features.
This comprehensive article presents an overview of the philosophy and implementation of budgets, and provide a practical framework.
Effective control is an essential part of an organisations activities, necessary as part of risk management procedures, legal discharge of trustee responsibilities and as part of fraud prevention or mismanagement. A poor or weak control environment will greatly increase the likelihood of something going wrong.
The overall purpose of the management of risk process is to help a decision-maker understand a situation, along with the likely outcomes. This fact sheet outlines this two part process
Controlling and monitoring expenses are vitally important, we provide a sample expense claim for your use.
Human Resources & Legal
This article provides and overview of the main policies that an organisation needs to consider
