Fiscal Monitoring Resources for Nonprofits

Tools and training to help nonprofits understand and meet fiscal monitoring standards.

About

The Citywide Nonprofit Monitoring and Capacity Building Program includes a Fiscal Monitoring Program to set consistent fiscal monitoring requirements for nonprofits that receive funding from City departments. The Program streamlines fiscal monitoring activities to support a key outcome: Nonprofit contractors have strong, sustainable fiscal operations so that public funds are spent in alignment with the City’s financial and administrative standards

The Program also provides capacity building resources, which includes training and individual coaching for nonprofits.

Resources

Tools for completing monitoring

Standard Monitoring Form

This is the standard monitoring form that funding departments use to assess a nonprofit's fiscal health during the annual coordinated Citywide monitoring process. Updated for Fiscal Year 2025-2026.

Standard Monitoring Checklist

A reference guide and checklist to help nonprofits compile and organize the required standard monitoring documents.

Corrective Action Policy

This policy helps to identify, prioritize, and support nonprofit contractors who do not meet the City's fiscal and contract performance compliance standards. Updated November 12, 2025.

Nonprofit Finance Guide

This guide provides nonprofit organizations with a broad overview and general guidance for organizing and managing their financial systems.

Resources

Training for nonprofit organizations

Breakthrough Budgeting

This training webinar offers a foundational overview of financial statements, essential budgeting components, the budget-development process, and practical approaches to evaluating a budget.

Nonprofit Governance: Preparing for Your Audit, Serving on a Nonprofit Board, Compliance & Best Practices

This training webinar dives into board roles and responsibilities, nonprofit compliance, and auditing.

Equity in Financial Management Training

This workshop focuses on choice-points for applying more equitable financial management practices.

Managing Financial Performance

This workshop focuses on the foundational components of operational excellence.

Multi-Year Financial Planning- FY24 Spring Training

In this workshop, we’ll explore how to develop multi-year financial projections.

Budget and True Cost- FY24 Spring Training

This workshop will help participants develop a well-designed budget process

Internal Controls for Small Organizations

This workshop highlights opportunities for improved processes and policies.

Strategies for Managing Government Funding Training

This workshop is designed for organizations who are new to government funding and are looking for ways to successfully manage government grants or contracts.

Get personalized coaching for your nonprofit

Get coaching for your nonprofit

Request individual coaching to build the financial, programmatic, or contract-management skills your team needs to strengthen your nonprofit.

Learn about nonprofit management

Tools for managing a nonprofit

Learn about nonprofit financial planning and management, board governance, and sample policies.

More Information

View the Controller's Office Programs, Policies, and Information on Nonprofit Contracting page to learn more about the Controller’s Office’s work on nonprofit policy and oversight.
Visit the Citywide Nonprofit Monitoring and Capacity Building Program to get more information about the Controller's Office's program coordinating nonprofit and contract monitoring and capacity building.
View the San Francisco Nonprofit Spending and Contracts dashboards for summary data on Citywide spending on nonprofit contractors.
View an interactive directory of accounting firms interested in conducting nonprofit financial audits. Nonprofit organizations can use this to connect with auditors that meet their needs.
Explore the Public Information about City Contracts with Nonprofits page for an overview of how to find more information about nonprofit spending, performance, and services.
Learn more about City policies and legislation related to contracting with nonprofits.