Join us for a half-hour live demonstration of Financial SCAN, an online financial analysis platform developed in partnership by NFF and GuideStar. Learn about new features for enhanced peer benchmarking and data customization, and how it can help your nonprofit with its communications, planning, and decision-making.

1. Scott Menzel
Product & User Experience Manager
GuideStar
Peter Kramer
Manager
Nonprofit Finance Fund
January 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, 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 your financial situation and resource
needs

4. Financial SCAN at a glance
What: Data platform for assessing nonprofit financial
Data platform for assessing nonprofit financial
WHAT
health and fostering dialogue among all stakeholders
health, making data driven decisions and
involved in making social grantmaker-grantee dialogue
informing impact
Who: Private and public grantmakers/donors,
Nonprofit organizations, private and public
WHO
nonprofit organizations, philanthropic advisors,
grantmakers, individual donors, philanthropic
consultants and advisors, and consultants
media
Draws data directly and automatically from
How: Private and public grantmakers/donors,
IRS Forms 990,* presenting complex
nonprofit organizations, philanthropic advisors,
HOW
consultants and information in an easy-to-analyze and
media
communicate format (313K 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 nonprofit leaders using
Financial SCAN?

To engage staff, board members, and
funders in conversations about recent
dynamics and current needs

To map visually the organization’s financial
story

To benchmark against peer organizations,
assessing financial similarities and
differences within and across sectors, sizes
and markets

To provide historical context to inform
budgeting and planning
“My organization
never thought about
strategically and
proactively planning
its financial future
until I presented them
with Financial SCAN.
Executive Director,
Diversified Community Services,
Philadelphia, PA

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. 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
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