Financial SCAN

The fastest, easiest, and most comprehensive way to analyze a nonprofit's finances—now built right in to your Sage Intacct dashboard.

Financial SCANSM (Situation and Comparables Analysis) helps you better understand or communicate a nonprofit's financial health and resource needs. It combines GuideStar's IRS Forms 990 data and Nonprofit Finance Fund (NFF) expert analysis in an easy-to-use tool with shareable formats that bring insight to financial information and support mission-driven decisions.

Watch this 4-minute introductory video.

Learn More About GuideStar's New Partnership with Sage Intacct

 

 

Financial Scan

6 reasons to choose Financial SCAN 

1

Up to 5 years of deep, comprehensive trend analysis of a nonprofit's 990 financial data.

2

An easy-to-read, easy-to-share format with financial dashboards and graphs.

3

Fast and simple steps to generate meaningful financial reports with just a few clicks.

4

Unique peer comparison capabilities.

  • Identify up to five individual peer organizations for side-by-side financial benchmarking.
  • Compare a nonprofit’s data with the medians and averages of a larger group that you create using criteria such as mission area, geography, and financial characteristics.
5

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.

6

Accompanying educational guide with discussion questions helps users interpret the analysis and prompt conversation among nonprofit leaders, grantmakers, donors, and advisors.

Brought to you by:

GuideStar logo Nonprofit Financial Fund

Jonathan Goldberg, Surdna Foundation

Get Financial SCAN the way you need it:

New pricing, enterprise access, and report licensing options make Financial SCAN intelligence more widely accessible for larger institutions.

Nonprofit Express Passes give tax-exempt nonprofit organizations access to Financial SCAN for a full seven days at a discounted price of $250.

Organizations that use Financial SCAN include:

DC Central Kitchen Dorris Copper Mutual of Omaha

Financial SCAN is perfect for nonprofits

Want the best way to illustrate and communicate your nonprofit’s financial story?

  • 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

Have you considered making the 7-day Nonprofit Express Pass available to your grantees?

Give the nonprofits you support the gift of in-depth financial analysis for only $250 per grantee.

Nonprofit Express Pass $250
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Still need product assistance? Call 866-710-7663 or get in touch with Ashley Early, our Customer Development Director