Community Platform

Financial Analyzer Wizard Steps

Please proceed through these steps in order

Step 2: Choose a Summary Grouping

Summary Groups let you group organizations by county, type of activity or other categories. Select from the list below or click here to see a sample of how the Summary Groups work:



Zip code


Organization activity or purpose

Broad groups (arts, education, environment, health care, human services...)

Moderately detailed (26 categories)

Very detailed (600+ categories)

Size of organizations




Other Groupings

Specific IRS subsection code (Note: Public charities and private foundations are both 501(c)(3)s.)(coming soon)

Age of organization (defined by IRS ruling date)

Custom list vs. all other organizations (example: an umbrella organization's members compared to non-members)

Select a list:

No summary group