http://www2.guidestar.org/rxg/news/webinars/webinar-archive.aspx

2. Theory of Change
Sound Financial Health
Strong Organizations
Quality Programs
Effective Mission Delivery
Financial SCAN demystifies nonprofit finance,
providing the field with clarity and tools for
building and sustaining healthy, effective
organizations.

3. Is there a “right” answer?
3

4. Financial SCAN: What’s Inside
 Financial Health Dashboard
 13 Graphs with accompanying
narrative and questions to
consider
 Peer Comparables Dashboard
 Glossary and Definitions
 Date and time stamped
 All data sourced directly from
Forms 990
4

5. Financial
Health
Dashboard
5

6. Graphs, Narrative and Questions to Consider
6

7. Peer
Comparables
Dashboard
7

8. Financial SCAN Report Archive
8

9. Financial SCAN Demonstration
Online Report Generation

10. “Financial SCAN provides a uniform review of
our clients’ financial pictures – it brings
consistency and a control that was lacking by
relying solely on individual audits. We are
saving hours of research time that we can now
devote to strategic planning – adding value to
our client relationships and making us look
good.”
 Charitable Giving Planning: Wealth Managers can use Financial SCAN to
present grantee recommendations to individual clients in a consistent,
sophisticated way.
 NPO Asset Management: Inform the development of income generation
strategies and investment policy statement development for existing nonprofit
clients.
 New Business Acquisition: Identify new nonprofit clients and use the
comprehensive report as part of a pitch book to prospective nonprofit and high
net worth individual clients.
10

11. • Trended historical analysis
• Charts and visual representation of trends
• Client ED and Development Director
• Client Finance & Executive Committee
• Peer Comps
• Financial Health Dashboard: “perfect
snapshot for those that don’t want the
details”
• Report archive
 Client Board of Directors Review: Charts and Financial Health
Dashboard tell a compelling story and cut through the clutter of
irrelevant overhead ratios, etc.
 Peer Comparables: Flexibility to run as many analyses as the client
desires
 Longevity: Non profit clients use the report for up to 6 months to
inform cash reserve / cashflow policies and other strategic planning and
capacity building exercises
 Objective Third Party: catalyst for asking tough questions,
stimulating dialogue and making recommendations that might be
otherwise uncomfortable
11

12. What Early Adopters are Saying
“The brilliance of the tool is in the language which is direct and easy to
understand. The tool was written by ‘an insider’ who understands the
reality of running a non-profit.”
- NFF Workshop Participant
“We have a small staff, so adding an in-depth financial review to our due
diligence was close to impossible. With Financial SCAN, it’s almost as if we
hired a part-time staff member to do financial analysis for us. It’s really
streamlining our efforts in a tremendous way.”
- Foundation Client
“Easy to read.”
“Visually appealing.”
“Makes me look good.”
“It’s like working on an Apple computer.”
“This was a bargain for us….particularly when you think about the number of
consulting hours to do the same work.”
- Nonprofits, consultants and CPAs
12

13. Common Questions
1. I perform work on behalf of a nonprofit and only want to run a report one
organization once or twice per year. Is there a Financial SCAN product for
infrequent, pay as you go use?
2. How big is the Financial SCAN universe?
3. Does Financial SCAN include EZ and PF data?
4. How does Financial SCAN handle cases where a target organization does
not have 5 years of data?
5. Does Financial SCAN include mission and impact data?
6. What if I want to compare a non profit against more than 5 peers?
13

14. Product Information and Questions
www.guidestar.org/financialscan
webinars@guidestar.org
“This innovative new tool builds the financial management capacity
of nonprofits and helps grantmakers engage with their grantees
about financial health and funding needs. By creating a new
standard for nonprofit financial analysis, the Financial SCAN
underscores the relationship between strong finances and effective
programs.”
-- Kathy Reich, Director or Organizational Effectiveness Grantmaking
David & Lucile Packard Foundation
Financial SCAN Funder
14

15. The Backup
Appendix
15

16. GuideStar USA
www.guidestar.org
 Founded in 1994
 Offices: Washington, DC and Williamsburg, VA
 1.8 million organizations in the GuideStar database
 18,554 nonprofits voluntarily provide information via GuideStar Exchange
 More than 6 million Form 990 images in the GuideStar database
 8.3 million annual visitors to the GuideStar website
 803,256 newsletter subscribers
 $11 million operating budget
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18. 18

19. 19

20. 20

21. 21

22. 22

23. 23

24. 24