Key Findings

What the data reveals about nonprofit financial health

7x
Revenue Stability

Consistent revenue predicts organizational health 7x more powerfully than revenue diversity.

65%
Stress Rate

When measured by a "universal best practices scorecard," 65% of the local nonprofit sector was designated financially stressed.

38%
Fail "Root Rot" Screening

Nearly two out of five nonprofits fail basic survivability thresholds.

58%
Juniper Stress Rate

Capital-intensive organizations show the highest stress rate despite holding substantial unrestricted reserves and property. Resources alone do not prevent stress.

Archetype is not destiny. It is context. Every archetype has thriving, striving, and stressed organizations. Success depends on understanding and navigating archetype-specific vulnerabilities rather than which category you belong to.

Financial Forest Field Guide Preview
"
I completely feel like this addresses the challenges of every nonprofit organization and fundraising/leadership employee. You address actual problems, and I found it relieving to actually read what you had to say and relate it to what I was feeling for the many years I spent in development/fundraising. You spoke to me!

— Stacy P.

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The Seven Archetypes

Select an archetype to explore its characteristics, performance patterns, and what distinguishes thrivers from those who struggle.

Pioneer Pine
Pioneer Pine
19 organizations
Gambel Oak
Gambel Oak
22 organizations
Quaking Aspen
Quaking Aspen
7 organizations
Serviceberry
Serviceberry
21 organizations
Plains Cottonwood
Plains Cottonwood
12 organizations
Peachleaf Willow
Peachleaf Willow
7 organizations
Rocky Mountain Juniper
Rocky Mountain Juniper
12 organizations

Select an archetype above to explore

Click any tree to view detailed analysis, performance patterns, and strategic implications

Tale of the Tape

Select two archetypes to compare their financial benchmarks side by side

Which archetype is your organization?

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