Home Free tools Financial Controls Self-Assessment

Free tool · comes with Out the Box

Financial Controls Self-Assessment

The decision it helps you make: Are the organization's financial controls ready for public funders and an audit?

Who it is for
Nonprofits in Washington and King County that receive public funds.
Time
About 20 minutes. Runs in your browser.
What you get
Your reporting tier, a score and a gap report that updates as you go. Printable report.

The full tool is in the subscriber library. Sign up for Out the Box, ToyBox's monthly newsletter, and the welcome email links to it.

Preview

Sample controls from the tool.

More than 30 controls, each marked in place or not. It also finds the Washington charity reporting tier (the level set by revenue under RCW 19.09.541).

  • Board or finance committee oversight charter: roles, spending limits and a reporting schedule.
  • Conflict of interest policy: yearly disclosures, recusal (stepping out of a decision) and notes in the minutes.
  • Does the organization receive federal funds, including funds passed through another agency?
How to get it

Three steps to the full tool.

  1. 1. Sign upAdd your name and email on the Out the Box form.
  2. 2. ConfirmClick the link in the confirmation email.
  3. 3. Open the libraryThe welcome email links to all eight tools.

Or try the 2-minute CCC Diagnostic now, no signup needed

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