The document describes Financial SCAN, a data platform that assesses nonprofit financial health by drawing data from IRS Form 990 filings. It presents complex financial information for over 350,000 organizations in an easy-to-analyze format. Nonprofits can use it to engage with funders about financial dynamics and needs, and benchmark against peers. Funders can strengthen financial due diligence and inform conversations with grantees. Advisors can supplement engagements with comprehensive financial data. The platform also allows downloading data in Excel and comparing peer groups.

1. Scott Menzel
Product & User Experience Manager
GuideStar
Peter Kramer
Manager
Nonprofit Finance Fund
October 30, 2014

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

3. When it comes to finance, the nonprofit
sector faces common challenges
 Knowing the metrics on which to focus 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 WHAT
and fostering dialogue among all stakeholders
involved in making social impact
Data platform for assessing nonprofit financial
health, making data driven decisions and
informing grantmaker-grantee dialogue
Who: Private and public grantmakers/donors,
nonprofit WHO
organizations, philanthropic advisors,
consultants and media
Nonprofit organizations, private and public
grantmakers, individual donors, philanthropic
advisors, and consultants
How: Private and public grantmakers/donors,
nonprofit HOW
organizations, philanthropic advisors,
consultants and media
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. How are advisors, nonprofits, and
funders using Financial SCAN?
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
FUNDERS
 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
ADVISORS
 Supplements engagements with
comprehensive financial data
 Saves time and resources
 Assists in developing new
business

7. New Key Analysis Features for
your Practice
Excel Download Peer Group Comparison

8. Financial SCAN demonstration

9. Q&A

10. Thank you!
Peter Kramer
Manager, Advisory Services
Nonprofit Finance Fund
617-204-9772
peter.kramer@nffusa.org
To learn more:
www.guidestar.org/financialSCAN
nonprofitfinancefund.org 9