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Prospecting the Nonprofit Sector
with GuideStar Premium Pro

October 15, 2013

© 2013, GuideStar USA, Inc. All Rights Reserved. This information is copyrighted subject matter owned by
1
GuideStar USA and is protected by United States and international copyright law.
Today’s Objectives
1. Introduction to Key Features of Premium Pro
2. Premium Pro Live Demo
3. Q & A
Introduction

3
Premium Pro: What is it?
 Subscription service of the GuideStar Website
 Developed primarily for ‘prospectors’ of nonprofits
 Comprehensive advanced search capability
 Comprehensive download capability
 Comprehensive financial data display
 Inclusion of independent contractor and paid
preparer data
 Ability to save organizations and complex searches
for future reference/use
4
Premium Pro: Who will benefit from it?
 Money Managers, Investment Brokers, Bankers
 CPAs, Auditors
 Nonprofit Consultants
 Attorneys
 I/T & Software Providers

5
GuideStar Premium Pro
Live Demonstration

6
GuideStar Premium Pro
Pricing and purchase considerations
 $2000 annual subscription
 New Subscribers- Purchase Online!
 Existing Premium subscribers, call us or
email products@guidestar.org
7
Questions

8
Appendix 1: Premium Pro Use Case
CPA, Auditor
 Utilizes various advanced search criteria (e.g., income,
expenses, accounting fees, 990T filing requirement and Audit
Required indicators) to construct a peer group to benchmark
existing clients
 The peer group is returned in the results and all organizations
are downloaded
 Users can further examine individual peer organizations by
nonprofits by clicking into the individual report pages or most
recent Forms 990 from the file downloaded

9
Appendix 2: Premium vs. Premium Pro
Key Differences

Premium Pro

Premium

Organization Search

38 Fields

16 Fields

People Search

14 Fields

11 Fields

Revenue & Expense Data (990)

23 fields

13 fields

Revenue & Expense Data (990EZ)

11 fields

9 fields

Revenue & Expense Data (990PF)

11 fields

-

Balance Sheet Data (990)

21 fields

18 fields

Balance Sheet Data (990EZ)

6 fields

6 fields

Balance Sheet Data (990PF)

10 fields

-

Principal Officer and Paid Preparer Data

All available FYs

-

Independent Contractors & Compensation Data

All available FYs

-

Download (List)

55 Fields

17 Fields

Revenue & Expense Download Module (990)

23 fields

13 fields

Revenue & Expense Download Module (990EZ)

11 fields

9 fields

Revenue & Expense Download Module (990PF)

11 fields

-

Balance Sheet Download Module (990)

21 fields

18 fields

6 fields

6 fields

10 fields

-

Report Page Data

Features

Balance Sheet Download Module (990EZ)
Balance Sheet Download Module (990PF)

10

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GuideStar Demo (10/15/13) - Prospecting the Nonprofit Sector with GuideStar Premium Pro

  • 1. Prospecting the Nonprofit Sector with GuideStar Premium Pro October 15, 2013 © 2013, GuideStar USA, Inc. All Rights Reserved. This information is copyrighted subject matter owned by 1 GuideStar USA and is protected by United States and international copyright law.
  • 2. Today’s Objectives 1. Introduction to Key Features of Premium Pro 2. Premium Pro Live Demo 3. Q & A
  • 4. Premium Pro: What is it?  Subscription service of the GuideStar Website  Developed primarily for ‘prospectors’ of nonprofits  Comprehensive advanced search capability  Comprehensive download capability  Comprehensive financial data display  Inclusion of independent contractor and paid preparer data  Ability to save organizations and complex searches for future reference/use 4
  • 5. Premium Pro: Who will benefit from it?  Money Managers, Investment Brokers, Bankers  CPAs, Auditors  Nonprofit Consultants  Attorneys  I/T & Software Providers 5
  • 6. GuideStar Premium Pro Live Demonstration 6
  • 7. GuideStar Premium Pro Pricing and purchase considerations  $2000 annual subscription  New Subscribers- Purchase Online!  Existing Premium subscribers, call us or email products@guidestar.org 7
  • 9. Appendix 1: Premium Pro Use Case CPA, Auditor  Utilizes various advanced search criteria (e.g., income, expenses, accounting fees, 990T filing requirement and Audit Required indicators) to construct a peer group to benchmark existing clients  The peer group is returned in the results and all organizations are downloaded  Users can further examine individual peer organizations by nonprofits by clicking into the individual report pages or most recent Forms 990 from the file downloaded 9
  • 10. Appendix 2: Premium vs. Premium Pro Key Differences Premium Pro Premium Organization Search 38 Fields 16 Fields People Search 14 Fields 11 Fields Revenue & Expense Data (990) 23 fields 13 fields Revenue & Expense Data (990EZ) 11 fields 9 fields Revenue & Expense Data (990PF) 11 fields - Balance Sheet Data (990) 21 fields 18 fields Balance Sheet Data (990EZ) 6 fields 6 fields Balance Sheet Data (990PF) 10 fields - Principal Officer and Paid Preparer Data All available FYs - Independent Contractors & Compensation Data All available FYs - Download (List) 55 Fields 17 Fields Revenue & Expense Download Module (990) 23 fields 13 fields Revenue & Expense Download Module (990EZ) 11 fields 9 fields Revenue & Expense Download Module (990PF) 11 fields - Balance Sheet Download Module (990) 21 fields 18 fields 6 fields 6 fields 10 fields - Report Page Data Features Balance Sheet Download Module (990EZ) Balance Sheet Download Module (990PF) 10