Scott Menzel
Product & User Experience Manager
GuideStar
Peter Kramer
Manager
Nonprofit Finance Fund
June 3, 2014
Effective Solutions
Sound Financial Health
Strong Organizations
Quality Programs
We believe that financial health
supports...
When it comes to finance, nonprofits face
common challenges
 Knowing which metrics to focus on for assessing
financial he...
Financial SCAN at a glance
What: Data platform for assessing nonprofit financial
health and fostering dialogue among all s...
What’s in a Financial SCAN?
Organizational Dashboard: Five
years of key financial trends and ratios
Graphs & Explanatory T...
NONPROFITS
 Engages staff, board members, and
funders in dialogue about recent
dynamics and current needs
 Provides hist...
Financial SCAN 2.0: New Features!
 Excel Download
 Peer Group Comparison
 Customized Enterprise Access
 7 Day Nonprofi...
Financial SCAN demonstration
Q&A
nonprofitfinancefund.org 9
Thank you!
Peter Kramer
Manager, Advisory Services
Nonprofit Finance Fund
617-204-9772
peter.kr...
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Comprehensive 990 Financial Analyses Made Easy: A Demo for Nonprofit Advisors 06.03.2014

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Comprehensive 990 Financial Analyses Made Easy: A Demo for Nonprofit Advisors

You need the right tools to add value to your nonprofit advisory practice. The clear, comprehensive, and quick 990 financial analyses of Financial SCAN are helping nonprofit advisors across the country engage with clients and find new prospects. With just a few clicks, Financial SCAN generates a comprehensive financial trend and comparison analysis of a nonprofit using dashboards and graphs.

Join Nonprofit Finance Fund and GuideStar to learn about Financial SCAN and how this data platform can add value to your nonprofit practice.

In this live, half-hour presentation, participants will learn about Financial SCAN's design and features, as well as its utility in professional services for nonprofit clients.

Presenters: Peter Kramer, Manager, Nonprofit Finance Fund; and Scott Menzel, Product & User Experience Manager, GuideStar USA (moderator)

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Comprehensive 990 Financial Analyses Made Easy: A Demo for Nonprofit Advisors 06.03.2014

  1. 1. Scott Menzel Product & User Experience Manager GuideStar Peter Kramer Manager Nonprofit Finance Fund June 3, 2014
  2. 2. Effective Solutions Sound Financial Health Strong Organizations Quality Programs We believe that financial health supports impact
  3. 3. When it comes to finance, nonprofits face common challenges  Knowing which metrics to focus on for assessing financial health  Having the time and skills to collect, parse, and report financial data  Communicating about an organization’s financial situation and resource needs
  4. 4. Financial SCAN at a glance What: Data platform for assessing nonprofit financial health and fostering dialogue among all stakeholders involved in making social impact Who: Private and public grantmakers/donors, nonprofit organizations, philanthropic advisors, consultants and media How: Private and public grantmakers/donors, nonprofit organizations, philanthropic advisors, consultants and media WHAT Data platform for assessing nonprofit financial health, making data driven decisions and informing grantmaker-grantee dialogue WHO Nonprofit organizations, private and public grantmakers, individual donors, philanthropic advisors, and consultants HOW Draws data directly and automatically from IRS Forms 990,* presenting complex information in an easy-to-analyze and communicate format (350K+ orgs) *Note: Financial SCAN does not include data from Forms 990 EZ
  5. 5. What’s in a Financial SCAN? Organizational Dashboard: Five years of key financial trends and ratios Graphs & Explanatory Text: More detailed overview of an organization’s:  Expenses  Revenue  Profitability  Balance Sheet  Liquidity Peer Comparison Dashboard: Select peer organizations for financial benchmarking
  6. 6. NONPROFITS  Engages staff, board members, and funders in dialogue about recent dynamics and current needs  Provides historical context to inform budgeting and planning  Benchmarks peer organizations to assess financial similarities and differences within and across sectors, sizes and markets How are nonprofit leaders, funders, and advisors using Financial SCAN?  Adds, strengthens and/or focuses financial component of due diligence  Informs conversations among grantmakers and their grantees about financial health and needs  Saves time and resources FUNDERS ADVISORS  Supplements engagements with comprehensive financial data  Assists in developing new business  Saves time and resources
  7. 7. Financial SCAN 2.0: New Features!  Excel Download  Peer Group Comparison  Customized Enterprise Access  7 Day Nonprofit Access
  8. 8. Financial SCAN demonstration
  9. 9. Q&A
  10. 10. nonprofitfinancefund.org 9 Thank you! Peter Kramer Manager, Advisory Services Nonprofit Finance Fund 617-204-9772 peter.kramer@nffusa.org To learn more: www.guidestar.org/financialSCAN
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