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)

1. Scott Menzel
Product & User Experience Manager
GuideStar
Peter Kramer
Manager
Nonprofit Finance Fund
June 3, 2014

2. Effective Solutions
Sound Financial Health
Strong Organizations
Quality Programs
We believe that financial health
supports impact

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. 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. 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. 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. Financial SCAN 2.0: New Features!
 Excel Download
 Peer Group Comparison
 Customized Enterprise Access
 7 Day Nonprofit Access

8. Financial SCAN demonstration

9. Q&A

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