The Financial Health Assessment is offered to a small cohort of Oregon nonprofits each quarter. Five short questions help us understand your situation and ensure it's the right fit — for both of us.
Q3 2025 Cohort · Limited Spots Available
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Five-Pillar Assessment
Cash, Revenue Diversification, Margin, Efficiency, and Debt — scored against sector benchmarks from real Oregon nonprofit data.
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Clear Action Plan
Not just a diagnosis. A prioritized set of moves your leadership team can act on — without needing a CFO on staff.
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Your Org in Context
See exactly where you stand relative to the sector landscape — the macro forces and the financial signals that matter for your specific situation.
What's included in the FHA
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990 data analysis across five financial health pillars
Sector benchmarking against Portland-area comparable orgs
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Revenue concentration and funding risk mapping
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Written findings report with prioritized recommendations
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60-minute findings presentation with your leadership team
The Application
Five 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.
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Question 1 of 6 — Your Organization
Question 1 of 5
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 5
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 5
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 5
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
When it comes to your budget for outside financial advisory support, which range feels realistic for your organization?
There's no wrong answer — this helps us understand fit and structure the engagement appropriately. The FHA is a professional service, not a subscription.
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 waitlist.
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
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We review your application and assess fit for the current cohort
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If it's a good fit, we'll reach out to schedule a 20-minute discovery call
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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.