Up to 5 years of deep, comprehensive trend analysis of a nonprofit's 990 financial data.
An easy-to-read, easy-to-share format with financial dashboards and graphs.
Fast and simple steps to generate meaningful financial reports with just a few clicks.
Unique peer comparison capabilities.
Excel download feature makes it easier for you to customize Financial SCAN dashboards by adding an overlay of program data or the latest budget numbers, or create your own graphs.
Accompanying educational guide with discussion questions helps users interpret the analysis and prompt conversation among nonprofit leaders, grantmakers, donors, and advisors.
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—Jonathan Goldberg, Surdna Foundation
Save time and resources with Financial SCAN's standardized, automated analysis. The dashboard identifies the indicators that are most relevant to an organization's long-term stability and effectiveness, analyzing them for up to five years.
Use Financial SCAN to engage your grantees in conversations about their financial health, funding needs, strategic direction, and capacity-building priorities. The analysis helps you know what to look for and why it matters, assisting the connection between money and mission in your funder-grantee dialogue.
Financial SCAN creates clear, consistent supporting documentation for your funding recommendations and decisions. Use single-page dashboard PDFs as attachments to board packets, or include a full Financial SCAN report where more detail and visuals are necessary. Financial SCAN’s easy-to-interpret analyses can help ground board conversations in data, allowing for frank discussion about the financial issues facing grantees.
—Lucy Bernholz, Arabella Advisors, philanthropy2173.com
Present a clear picture of your organization’s financial condition and resource needs
Your financial health dashboard identifies the crucial indicators for your organization’s long-term financial health and resilience. Thirteen charts and graphs accompanied by an educational guide assist you in interpreting these metrics and trends. Download this information into Excel for further analysis.
Benchmark your organization’s financial condition with your peers
Select up to five peer organizations for a side-by-side financial comparison. You can also choose to benchmark against medians or averages for a peer group that you create using criteria like mission area, geography, and financial characteristics.
Want to see several different combinations of peers or define multiple peer groups? No problem. There is no limit to the number of peer comparisons you can run with your 7-day Nonprofit Express Pass.
Include financial data in discussions with your staff, board, donors, and grantmakers
Use Financial SCAN to inform conversations about your organization’s financial health, funding needs, strategic direction, and capacity-building priorities. The analysis helps you know what to look for, why it matters, and how to talk about your financial condition.
Customize your data in Excel
Download dashboards into Excel to add newly available or complementary data, or create tailored charts and graphs specific to your own analysis and communication needs.
-Denise Galatas, Southern Mutual Help Association