Step 1 of 4

Revenue Data

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Total Revenue (Current Year) Form 990, Part I, Line 12

Total Revenue (Prior Year) Form 990, Part I, Line 12

Government Grants Form 990, Part VIII, Line 1e

Private Contributions Form 990, Part VIII, Lines 1a-1f

In-Kind Contributions Form 990, Part VIII, Line 1g

Program Service Revenue Form 990, Part VIII, Line 2

Step 2 of 4

Expenses & Assets

Total Expenses (Current Year) Form 990, Part I, Line 18

Total Expenses (Prior Year) Form 990, Part I, Line 18

Cash (Non-Interest Bearing) Form 990, Part X, Line 1

Savings & Investments Form 990, Part X, Line 2

Land, Buildings, Equipment Form 990, Part X, Line 10c

Step 3 of 4

Organization Info

Unrestricted Net Assets Form 990, Part X, Line 27

Year Founded

Step 4 of 4

Community Profile

Full Name

Organization Name

Email Address

I Work As A...

Executive Director Board Member Finance Director Program Director Foundation Officer Consultant

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Revenue Growth

Operating Margin

Liquid Reserves

Health Status

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Signature Traits

Common Challenges

Thriving Patterns in This Archetype

Strategic Imperative

Root Rot Screening

Note: Flags may indicate strategic resource deployment rather than financial distress.

100 organizations in research cohort

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