How Do Your Association's Reserves Stack Up?

By: Dennis Gogarty

The 2013 Study On Nonprofit Investing found that 75 percent of professional and trade associations say they currently are at or above their target level of reserves. This and other findings from the SONI survey can help associations benchmark their own practices for investment and reserves.

In 2013, more than 150 nonprofit finance executives participated in SONI: The Study On Nonprofit Investing. Participants completed a short survey about their investment policies, procedures, and net return on investment. The results showed how organizations of different size and type manage their investments. The majority of respondents were employed at professional or trade associations, and their results were categorized based on the size of the organization's annual budget. ...