Copyright ©2020 Excellence in Giving. All Rights Reserved.
Nonprofit Analytics
www.excellenceingiving.com
FISCAL YEAR
TO
FY 2016 FY 2017 FY 2018 FY 2019 2020
BUDGET
ACTUALS
2016-2019
FY TRENDS
INCOME
Earned Revenue
%
Gifts in Kind
%
Cash Donations
%
Total Income
%
EXPENSES
Program Services
% % % % % %
Administrative
% % % % % %
Fundraising
% % % % % %
Total Expenses
%
SURPLUS/DEFICIT
Organization Name U.S. Tax ID# Year Founded
HQ Street Address City & State
Zip
Phone
HQ Nation
Website(s)
Primary Contact & Title
Contact Email
Organization Type
Annual Report Link
Nonprot
Accountability
Listings
BBB (give.org)
Guidestar
ECFA
Charity Navigator
Charity Watch
Ministry Watch
Strategic
Partners
Primary Program Area Peer Group
Other Program Area(s) Clients Served
1 of 2
Donors Listed
by Gift Size for
FY
Gift Size: < $1,000 $1K - 4,999 $5K - 24,999 $25K - 49,999 $50K - 99,999 $100,000 +
# of Donors:
Total Amount:
FY 2016
FY 2017
FY 2018 FY 2019 % Change Explanation
Paid Sta
(
F T E
)
%
Clients Served %
Annual Income %
Donors %
Key Activity %
FINANCIAL MANAGEMENT
GROWTH TRENDS
GENERAL
Cash & Equivalents on Hand
Near-term Expendable Net Assets
Total Current Debt
Written Financial Controls Yes No Independent Financial Audits Yes No Reserve Coverage %
FUNDRAISING
Donor Retention Rate Gov't Funding % Cost to Raise $1 Self-sustainability %
Largest Gift for FY Reliance on Largest Gift
Last Capital Campaign
Endowment Fund
NOT
"GIK"
(
)
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Adoption
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(Explain notable increases or decreases here)
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2019
2019
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0%
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$0
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0%
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Copyright ©2020 Excellence in Giving. All Rights Reserved.
www.excellenceingiving.com
Long-term VISION
RESULTS
Report outcomes
not activities
MISSION
CLIENTS
SERVED
LENGTH
of Primary
Client Relationships
The
PROBLEM
Your
SOLUTION
1-3 year
PLAN
Up-to-date Board-approved
STRATEGIC PLAN
Yes No
CUT
(or Modied)
PROGRAM
in last 3 years for bad results Yes No
STRENGTHS WEAKNESSES OPPORTUNITIES THREATS
Where do your programs operate? Local Regional National (USA) International (List nations or regions served below alphabetically)
2 of 2
SOURCE
Completed By: Date:
S.W.O.T. ANALYSIS
GEOGRAPHY
STRATEGY
IMPACT
LEADERSHIP
CEO Name & Tenure CEO Age Total CEO Compensation
CEO Annual Evaluation Yes No CEO has Board Vote Yes No CEO Successor Identied Yes No
Total Paid Sta by Type FT: PT: Sta Turnover Rate Total Volunteers
Yearly Sta Evaluations Yes No CEO Direct Reports Annual Board Meetings
Board Chair & Tenure Board Size Board Gender Diversity
Men: Women:
Donation % from Board
Board Committees Term Length Consecutive Term Limits
Additional Advisory or Development Board Yes No Number of Board Members Related to the CEO
Measure outcomes against benchmarks
Yes No Track Key Performance Indicators Yes No Completed independent impact evaluation Yes No
Completed program logic model(s)
Yes No Survey program beneciaries Yes No Conducted randomized controlled trial (RCT) Yes No
Impact STORY
Recent Program
IMPROVEMENT
(Years)
(Years)
(Select %)
(Select #)
(Select #)
(Years)
(Select #)
(Select %)
(Select #)
(Years)
(Select #)
(Select #)
(enter #)
(select)
(INSTRUCTIONS: Provide 2 or 3 measurable goals to achieve in the next 1-3 years)
(INSTRUCTIONS: If EVERYTHING went according to plan, what is the #1 Long-Term GOAL your organization would achieve in 10-30 years)
(INSTRUCTIONS: Provide 2 or 3 numerical results from the past 1-3 years first. Provide longer-term impact numbers if space permits. Report
outcomes that show progress from a baseline or clients performing better than a relevant benchmark.)
(INSTRUCTIONS: Describe 1 recent story that highlights the proven model and measurable results of the organization.)
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