This online tool is designed to assist small nonprofits (typically those with ten or fewer employees) to evaluate and understand their organization's performance in seven core functional areas. These areas are relevant to all small organizations, regardless of mission or mandate:

  • Governance
  • Financial Management & Sustainability
  • Information & Technology Management
  • HR Management
  • Programs & Services
  • Community Relations & Engagement
  • Fund Development

Tool's History

This tool is the end result of a two-year project that focused on building the HR management capacity of small nonprofits by providing a rational framework for the common skills and knowledge required to carry out core functions.

The project took into account the unique aspects of working in the sector including: working with volunteers, governance by volunteer boards of directors, accountability for funding from governments and other external sources, responsibilities related to fundraising and charitable requirements, and providing non-commercial client services at the community level.

Through extensive consultation, it was found that employees in small nonprofits tend to take on a range of responsibilities that are not consistent with the position title they are given.

e.g. A financial manager in one organization may have responsibility for two employees and all the organization's financial tasks such as; payroll, overseeing the audit, budgets and cash flows. While another financial manager may oversee no employees, be responsible for all of the organization's financial tasks and have general administration and HR duties.

The tool therefore gives employers the ability to organize and assign responsibilities to employees, volunteers or groups best suited to take them on based on their organizations unique context.

Content Disclaimer

The content of this website and online tool is provided for information purposes only. No legal liability or other responsibility is accepted by or on behalf of the Community Foundations of Canada for any errors, omissions, or statements on this site, or any site to which these pages connect.

The Community Foundations of Canada accepts no responsibility for any loss, damage or inconvenience caused as a result of reliance on such information.

The Community Foundations of Canada cannot control the content or take responsibility for pages maintained by external providers. Where we provide links to sites, we do not by doing so endorse any information or opinions appearing in them. We accept no liability whatsoever over the availability of linked pages.

The Community Foundations of Canada reserves the right to refuse the provision of links to any external content, for whatever reason deemed fit.

Conditions of Use

Individuals who make use of this tool confirm that:

The technology platform and content contained in the Take stock: Assess your organization's core functions tool remains the sole property of the Community Foundations of Canada and may not be replicated or duplicated without the written consent of the Community Foundations of Canada.

If someone else is given access to your account login information, that person has read, understands and accepts the Conditions of Use for this tool.