Feature

Peer Analysis

Benchmark any nonprofit against a custom peer group across financials, efficiency ratios, executive compensation, grant activity, and more — powered by an 11-section analytics dashboard.

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Peer Analysis Dashboard Overview

How It Works

Four steps from search to insight.

1

Select Your Organization

Search by name or EIN. A profile card displays key financials — revenue, expenses, assets, contributions — along with NTEE code, location, and most recent filing year.

2

Define Your Peer Group

Choose one of three methods:

  • By Industry (NTEE) — Auto-detected category with geographic scope and revenue band filters. Live peer count preview.
  • From Target List — Pull from any saved target list.
  • Paste EINs — Paste EINs directly with instant validation.
3

Configure Analysis

Select metrics (Revenue, Expenses, Total Assets, Net Assets, Contributions, Program Revenue) and tax years (2020–2024).

4

Explore the Dashboard

A scrollable 11-section analytics dashboard with interactive charts, percentile rankings, and a composite health score.

Organization Selection & Peer Group Setup

11-Section Dashboard

Every angle of nonprofit benchmarking in one view.

1. Scorecard

Cards for each metric showing your org's value, peer median, percentile rank (color-coded by quartile), and visual progress bars.

2. Efficiency Ratios

Four key ratios compared to peer median:

  • Program Efficiency
  • Overhead Ratio
  • Fundraising ROI
  • Revenue Growth
Scorecard & Efficiency Ratios

3. Peer Distributions

Histogram charts for each metric showing how peers are distributed, with your organization's position clearly indicated.

4. Trends Over Time

Line charts with three series: your org (solid teal), peer median (dashed gray), and peer average (dotted gray) across selected years.

Distribution & Trend Charts

5. Geographic Breakdown

Median values at three levels — National, State, and City — so you can see how compensation and financials vary by geography.

6. CEO/ED Compensation

Side-by-side comparison of your CEO's total compensation vs peer median, with percentile rank and compensation-to-revenue ratio.

7. Grant Activity

Total grant dollars, grant count, and average grant size vs peers. Plus a horizontal bar chart of your top 10 grant industries.

8. Percentile Rankings

Full-width progress bars for each metric showing your 0–100 percentile position, color-coded by quartile with labeled values.

Grant Activity & Percentile Rankings

9. Growth Trajectory

CAGR (Compound Annual Growth Rate) cards for Revenue, Expenses, and Assets with directional arrows across your selected year range.

10. Organizational Health Score

A composite 0–100 score with letter grade (A–F) measuring operational efficiency and financial position relative to peers.

Health Score Breakdown

Five weighted components produce a single grade for any organization.

25%

Program Efficiency

Program expenses as a percentage of total expenses. 75%+ is excellent.

20%

Revenue Position

Your revenue vs peer median. 2x the median scores 100.

20%

Asset Position

Your net assets vs peer median. 2x the median scores 100.

20%

Overhead Efficiency

Non-program expenses as a percentage of total. Below 10% scores 100.

15%

Contribution Strength

Your contributions vs peer median. 2x the median scores 100.

A 90–100
B 80–89
C 70–79
D 60–69
F <60
Health Score & Growth Trajectory

11. Peer Organizations Table

Sortable, paginated table of all peer organizations with name, EIN, location, NTEE code, and full financials. Your organization appears as a highlighted row at the top.

Excel Export

Download a formatted workbook with four sheets: Summary (scorecard, ratios, health score), Trends (year-by-year data), Peer Organizations (full list), and Grants (activity summary).

Peer Organizations Table

Three Ways to Build a Peer Group

1

By Industry (NTEE)

  1. Auto-detects NTEE from your org
  2. Override with any category (A–Z) or subcode
  3. Set geographic scope: National, State, or City
  4. Optional revenue band filter (25%–200%)
  5. Live peer count updates as you adjust
2

From Target List

  1. Open the Peer Analysis tool
  2. Select your target organization
  3. Choose From Target List
  4. Pick a saved list
  5. Configure metrics and generate
3

Paste EINs

  1. Open the Peer Analysis tool
  2. Select your target organization
  3. Choose Paste EINs
  4. Paste EINs and click Validate
  5. Configure metrics and generate

Data Sources

Peer Analysis draws from multiple datasets for comprehensive benchmarking:

  • Latest Filings — Current org data and peer group queries
  • BMF Data — Accurate NTEE classification codes
  • Historical Filings — Multi-year trend analysis
  • Officers — CEO/Executive Director compensation comparison
  • Grant Recipient Mapping — Grant activity aggregation

Supports up to 2,000 peers per analysis.

Ready to Benchmark Your Nonprofit?

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