Unlock Financial Insights From Your Form 990
Turn your Form 990 data into a clear, actionable report that highlights your organization’s financial strengths and opportunities.
What's Inside of the Report?
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Get a fresh perspective on your nonprofit’s financial health with insights you can use. Using your Form 990 data, this report translates complex financial information into easy-to-understand insights, covering:
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Months of Cash on Hand: Discover how many months your organization can operate with its current cash.
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Revenue Per Employee: Measure your organization’s staffing efficiency to help with staffing decisions
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Donor Concentration: Evaluate your donor base and understand where your funding is concentrated.
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Financial Performance: Get a high-level view of your financial position and performance.
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Insights: Each section includes custom suggestions to help you capitalize on opportunities.
Who Is This Report For?​
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This report is designed for nonprofit leaders who want to:
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Gain clarity on their financial health without diving deep into technical details.
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Identify potential financial risks and areas for improvement.
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Make informed decisions based on clear, visual insights from Form 990 data.
What's the Process?​
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You've got two options:
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1. You can enter the inputs yourself by using either your financial data or your latest Form 990.
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2. Let us do the work! Simply reply to the email you receive after signing up and we'll do the report for you + provide some custom insights from a fractional CFO.
Ready to unlock financial insights?​