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Resource Analysis
A resources analysis can help your institute enhance knowledge of membership and finances, provide options for refocusing and realigning resources with your mission, and enable more informed choices about your future.

Resource Analysis

Planning for the future

As you consider the future, you need to understand your capacity to address the needs of those you are called to serve as well as the resources available to meet the needs of your own members. We have assisted numerous organizations in assessing demographic and financial resources and analyzing the relationship between them. In doing so, we have created templates that can be updated in the future as desired. The primary benefits of this financial statement audit and analysis include:

  • Enhancing knowledge of membership and finances
  • Providing options for refocusing and realigning resources with mission
  • Enabling informed choices about your future
  • Establishing a common and consistent format for reporting information

 

“Plante Moran has provided a variety of solutions for our issues over the years. Their staff has always been friendly, helpful, and knowledgeable. Their technical expertise, coupled with their knowledge of the inner workings of religious institutions, has been invaluable to our organization.”


Mike Gorman, Director of Finance and Administration
Archdiocese of Detroit, Detroit, MI