Community Platform

Financial Analyzer Wizard Steps

Please proceed through these steps in order

Step 3: Choose Financial Information (Actuals)

Choose the financial information you want to see on your report.

  Financial activity - revenue, expenses, net income, net assets

  Balance sheet

  Revenue sources

  Expenses: personnel & professional fundraising costs

  Expenses by function (program, fundraising, or management & general)


Balance Sheet Details (coming soon)

  Financial position - assets, tax-exempt bond liabilities, mortgages & other notes payable, other liabilities, tot liabilities, net assets

  Asset types

  Liability types

  Net asset types

  Balance Sheet Details: Include estimated values for Form 990-EZ filers?