Cohort 1 engagements are offered at no cost — in exchange for candid feedback and a written testimonial if the work lands well. We score your organization across five financial health pillars using three years of public 990 data and benchmark every result against 200+ Oregon nonprofit peers. No documents needed from you. You leave knowing exactly where you stand and what to prioritize first.
Financial uncertainty doesn't stay financial for long.
Programs
When the money runs short, programs get cut — and the communities you serve pay the price.
People
Good staff leave organizations that feel unstable. Turnover is expensive — and it's preventable when you can see what's coming.
Mission
The organizations that survive disruption are the ones that saw it coming. Financial clarity is how you protect what matters most.
Your Path Forward
You don't need to figure this out alone. You need a clear picture — and a guide who's seen the terrain.
Financial Health Assessment — Sample Output
Illustrative
Overall Health Score
Cash
3.5 / 10
Revenue Mix
6.2 / 10
Margin
7.4 / 10
Efficiency
5.8 / 10
Debt
8.1 / 10
Priority Action
Cash runway is your most urgent risk. At current burn rate, you have approximately 38 days of operating expenses in reserve. The sector median for comparable organizations is 67 days. Recommendation: initiate an operating reserve policy and target 60-day minimum within 12 months.
Revenue Diversification
Your top two revenue sources represent 71% of total income. While your margin is healthy, this concentration creates meaningful exposure if either source shifts. The sector median for organizations your size is 58% from the top two sources — you're 13 points above it. The report identifies the specific risk this creates and three moves worth considering.
Full report includes all five pillars, sector benchmarks, and a prioritized action plan.
1
Apply
Five questions. About five minutes. We review every application personally.
2
Discovery Call
20 minutes to confirm fit, scope, and what matters most for your organization.
3
The Assessment
We pull three years of your 990 data from public records — nothing needed from you — and score your organization across five pillars.
4
Your Waymark
A plain-language report delivered within 14 days, followed by a 30–45 minute debrief call. You leave knowing exactly where you stand and what to prioritize first.
What's included
✓
990 data analysis across five financial health pillars
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Sector benchmarking against 200+ Oregon nonprofit peers in your revenue band
✓
Revenue concentration and funding risk mapping
✓
Plain-language written report — board-ready, readable in 15 minutes
✓
Three prioritized actions for the next 90 days
✓
30-minute debrief call to walk through findings together
The Application
Six questions. About five minutes.
There are no right or wrong answers — we're looking to understand your situation and make sure the FHA is genuinely useful for where you are right now. Every application is reviewed personally.
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Question 1 of 6 — Your Organization
Question 1 of 6
Tell us about your organization.
Basic context helps us understand your situation and benchmark you appropriately against similar organizations in our dataset.
Question 2 of 6
What's the financial challenge your organization is most aware of right now?
Pick the one that feels most true. You can expand in the next question.
Question 3 of 6
Have you tried to address this before? What happened?
No judgment here — this helps us understand what's been attempted and what might actually be useful. Even "we haven't tried anything" is a useful answer.
Question 4 of 6
If you had complete clarity on your organization's financial health, what would change?
Think about decisions you'd make differently, conversations you'd have with your board, or programs you'd grow or protect. What becomes possible?
Question 5 of 6
After reading about the Financial Health Assessment — if this were a paid service, what price would feel fair?
There's no wrong answer. This helps us understand how to price this service fairly after the pilot. Your honesty is genuinely valuable to us.
Question 6 of 6
What's making this feel urgent right now?
This is the most important question. Something has you here — a grant ending, a board conversation, a number that kept you up at night. What is it?
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You're on the list.
Thank you for taking the time to share your situation. We review every application personally and will be in touch within 5 business days to discuss fit and next steps.
What happens next
1
We review your application and assess fit for the current cohort
2
If it's a good fit, we'll reach out to schedule a 20-minute discovery call
3
If the timing isn't right, you'll stay on the list for the next cohort — and we'll let you know why
🔒 Your answers are private. Never shared, never sold.