Basic Resource Library: Finances

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The resources listed on this page are shown in reverse chronological order (the most recently added items are first). You can change it to an alphabetical listing by clicking on the Resource subhead. To narrow the list, choose a resource classification from the right sidebar to limit the list to a specific topic.

View this page in order by contributor.

Resource Contributor Date Addedsort icon Rating
Coupon Program Redemption Tracking Spreadsheet Community Food Co-op (MT) Mar. 28, 2012
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Art of Finance Hunger Mountain Co-operative Feb. 12, 2012
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Bond Drive information and materials Williamson Street Grocery Co-op Jun. 24, 2011
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Retail Basics – Managing Key Indicators National Cooperative Grocers Association May. 26, 2011
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Weekly sales tracking form for departments Community Food Co-op (MT) Nov. 22, 2010
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Personnel report Community Food Co-op (MT) Nov. 22, 2010
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Owners access to books and records policy Ozark Natural Foods Aug. 24, 2010
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Margin Problems Check List Mississippi Market May. 13, 2010
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Community Investment & Loan Guidelines People's Food Co-op (OR) Dec. 21, 2009
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Cash Reserves Policy People's Food Co-op (OR) Dec. 17, 2009
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Expense Reimbursment Form People's Food Co-op (OR) Dec. 17, 2009
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Farmer Loan Program People's Food Co-op (OR) Dec. 17, 2009
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Daily Sales Tracking Tool Community Food Co-op (WA) Oct. 22, 2009
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Personnel Report 8-09 Community Food Co-op (MT) Aug. 21, 2009
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Front End Scheduling Tool and Quarter Hour Report Community Food Co-op (MT) Apr. 22, 2009
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Personnel Report Community Food Co-op (MT) Apr. 20, 2009
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Food Service Labor Budget Worksheet Community Food Co-op (MT) Apr. 17, 2009
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Food Service Labor Tracking Log Community Food Co-op (MT) Apr. 17, 2009
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We Own It: Member Equity Toolbox National Cooperative Grocers Association Apr. 7, 2009
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Daily Financial Worksheet Hendersonville Community Co-op Feb. 12, 2009
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Financial Management Toolbox National Cooperative Grocers Association Jan. 13, 2009
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Chart of Accounts Franklin Community Cooperative Sep. 10, 2008
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Retail Pricing Method AVPOM Good Foods Co-op Jul. 1, 2008
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Gross Margin Training Notes Outpost Natural Foods Jun. 4, 2008
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Debit/Credit Purchase form for managers People's Food Co-op (OR) May. 8, 2008
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Expense Reimbursement Form People's Food Co-op (OR) May. 8, 2008
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Margin calculations & planning worksheet Community Food Co-op (MT) Dec. 19, 2007
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Financial terms glossary Wheatsville Food Co-op Apr. 17, 2007
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Margin graph Community Food Co-op (MT) Dec. 29, 2006
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Patronage dividend requirements for consumer co-ops Laddie Lushin Dec. 8, 2005
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Pre-payment Agreement between co-op and local farmers Sacramento Natural Foods Co-op Jan. 26, 2005
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Margin and turns calculation worksheet People's Food Co-op (AA, MI) Jan. 5, 2004
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Ten easy steps to more consistent margins GreenStar Co-op Jan. 5, 2004
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Financial statement template Franklin Community Cooperative Nov. 16, 2003
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Equipment purchase requisition form GreenStar Co-op May. 27, 2003
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Grocery department formulas Seidner, Allen Feb. 15, 2003
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Inventory calculation spreadsheet Menomonie Market Food Co-op Feb. 15, 2003
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Methods for improving margin North Coast Co-op Jun. 20, 2002
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Produce pricing worksheet Community Food Co-op (MT) May. 22, 2002
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Bad check notices Hendersonville Community Co-op Jan. 10, 2002
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Inventory Transfer Form Mississippi Market May. 2, 2001
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Markup and gross margin background Food Conspiracy Cooperative Nov. 28, 2000
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NCB Development Corporation's Guide to Expansion for Natural Food Co-ops National Cooperative Bank Aug. 25, 1998
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Margin Analysis Spreadsheet Food Conspiracy Cooperative Jan. 1, 1998
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