Resource Center
Resource Center Community Facilities Charter Schools Child Care Health Care Supportive and Affordable Housing Nonprofit Organizations Tools For Lenders Technical Assistance TA Child Care Business Basics, Historic tax credits
Self-Help is pleased to offer the following articles, manuals, worksheets and other resources related to business and non-profit financing.
Charter Schools
- Charter School Cash Flow Worksheet: Use this excel spreadsheet to analyze your month-to-month cash flow, break-even point, debt coverage, and key ratios (payroll, occupancy, and food as percentages of revenues).
- Charter School Budget Data: Self-Help has created "model budgets" for charter schools. This information can be used to assist charter school operators in preparing their school’s budget.
- Lending and Learning: Self-Help's periodic newsletter for charter schools.
- Charter School Marketing Presentations:
- National Charter School Conference 2008:
- Construction Timeline for a Charter School Facility: Self-Help has designed this guide to help schools better understand the timeline and management of construction projects.
Child Care
- Child Care Business Basics: Click here to access resources developed by Self-Help for child care providers on how to run a child care business. All resources are a part of Self-Help's business curriculum: Child Care Business Basics.
- Business Side of Child Care Manual: The manual addresses child care business operations, regulations, quality issues, financing considerations, facility planning, and Self-Help’s approach to child care lending. While the manual may be helpful to child care providers, it is designed for other lenders and child care technical assistance providers.
- Helpful Hints for Child Care Providers: Tips for starting-up or expanding a child care—including a list of resources (usually free) that are available to assist child care providers with curriculum and business plans.
- Nonprofit vs. For-profit Child Care Facilities: Should you be a for-profit or nonprofit? This easy-to-read chart briefly highlights the differences between for-profit and nonprofit organizations.
- Child Care Technical Assistance Needs: What kind of business technical assistance is available for child care providers in North Carolina, and what are others around the country doing to provide this kind of technical assistance to child care providers? This report provides information on assistance programs around the country.
For information on program components, subsidies, etc., check out the Smart Start and NC Division of Child Development websites.
Health Care
- Healthy Investments: Capital Needs and Financing of Community-Based Health Services: This report assesses the capital needs of community-based health service providers and potential financing mechanisms in North Carolina.
- A Place to Start: A Small Business Workbook for Mental Health Professionals: This workbook serves as an initial guide through some vital questions you must ask as you consider becoming a mental health entrepreneur.
Supportive and Affordable Housing
- Supportive Housing Manual: The manual contains an overview of supportive housing in general; details about specific categories in North Carolina; and a discussion of the funding and financing of supportive housing, including capital and operating, and local, state, and national public and private sources.
Nonprofit Organizations
- Nonprofit Cash Flow Worksheet: Use this excel spreadsheet to analyze your month-to-month cash flow, break-even point, debt coverage, and key ratios (as percentages of revenues).
- Financing for Nonprofit Organizations: Check out this piece for finding funding sources for nonprofit organizations and ideas for structuring your loan request.
Other Useful Information
- Historic tax credits: This document explains how historic tax credits can work for you.

