top of page

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.

Thanks for submitting - you'll receive the template in your inbox shortly!

What's Inside of the Report?

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:

 

  • Months of Cash on Hand: Discover how many months your organization can operate with its current cash.

  • Revenue Per Employee: Measure your organization’s staffing efficiency to help with staffing decisions

  • Donor Concentration: Evaluate your donor base and understand where your funding is concentrated.

  • Financial Performance: Get a high-level view of your financial position and performance.

  • Insights: Each section includes custom suggestions to help you capitalize on opportunities.

Financial Opportunity Assessment Template - Summary Report.jpg

Who Is This Report For?

This report is designed for nonprofit leaders who want to:

  • Gain clarity on their financial health without diving deep into technical details.

  • Identify potential financial risks and areas for improvement.

  • Make informed decisions based on clear, visual insights from Form 990 data.

What's the Process?

You've got two options:

1. You can enter the inputs yourself by using either your financial data or your latest Form 990.

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?

Thanks for submitting - you'll receive the template in your inbox shortly!

bottom of page