Nonprofit Financial Benchmarking

Your board is asking how you compare. Now you can tell them.

Your board wants peer context. Your funders want financial health signals. Your IRS 990 already has the data. A Benchlytics report puts it in context so you know exactly where you stand.

Sample Report Preview
Sample Community Services
NTEE P30 · Human Services · $3.2M revenue · Midwest
Program expense ratio
Sub-sector median: 74.2%
81.4%
Above median
Net asset position
Sub-sector median: 3.8 months of expenses
3.1 mo
Below median
Fundraising efficiency
Sub-sector median: 18.3%
12.7%
More efficient
Revenue concentration
Sub-sector median: 41.0%
67.2%
High concentration
Illustration only. Organization names and figures are fictional.

What your report shows

Every Benchlytics nonprofit report is derived from your organization’s IRS 990 filings and compared against organizations in the same NTEE sub-sector and revenue band. You see your numbers in the context of your actual peers, not a broad industry average.

Reports cover the financial health metrics that boards and funders most frequently ask about, with trend data going back as far as your 990 filings allow.

A note on data availability: These metrics reflect what is typically reported on a full Form 990. Availability and precision vary depending on what each organization reports on its specific filing. Organizations filing Form 990-EZ or 990-N may have limited data available.

01
Program expense ratio
Share of total expenses directed to program services. Requires a full Form 990 filing with functional expense allocation completed.
02
Net asset position
Total net assets relative to annual operating expenses. Note: 990 filings do not distinguish liquid reserves from board-designated funds or fixed assets. This metric is directionally useful, not a precise operating reserve calculation.
03
Fundraising efficiency
Reported fundraising expenses relative to total contributed revenue. Accuracy depends on how consistently the organization allocates joint costs between program and fundraising activities.
04
Revenue composition
Breakdown of contributions, government grants, program service fees, investment income, and other sources, as reported in Part VIII of the Form 990.
05
Revenue concentration
Dependency on any single major revenue source. High concentration in government grants, a single funder, or earned revenue is flagged relative to sub-sector peers.
06
Revenue trend
Year-over-year revenue change across available filing years. IRS filings typically run 12 to 18 months behind, so the most recent data in any report reflects a prior fiscal year.
Who we serve

Reports for every nonprofit type

We benchmark at the sub-sector level. Food banks are compared to food banks, not to human services organizations in general.

Human Services
Food banks, housing, child and family services, youth development, elder care
Health
FQHCs, mental health, behavioral health, hospice, health advocacy organizations
Arts & Culture
Museums, theaters, orchestras, dance companies, public media, zoos
Education
Charter schools, independent K-12, early childhood programs, libraries
Environment
Land trusts, conservation organizations, wildlife, climate and clean energy
Foundations
Community foundations, private foundations, corporate giving programs
Associations
Professional associations, trade organizations, civic groups, chambers of commerce
Other sub-sectors
If your organization files a 990, we can generate a report. Contact us if you do not see your sub-sector listed.
The process

Three steps to your report

1

Submit your request

Provide your organization name, EIN, and the report type you need. No data upload required. If your organization files a 990, we can find your filings automatically.

2

We build your peer comparison

We identify your NTEE sub-sector and revenue band, pull your available 990 filings, and calculate your metrics against comparable organizations in the same sub-sector.

3

You receive your report

Your report is delivered as a PDF and hosted online link. It includes your metrics, sub-sector comparisons, trend data, and a plain-language written summary.

Pricing

Report options

Individual reports for your organization. Foundation and portfolio licensing is available on the Foundations page.

Annual Subscription
Individual Report

Your report updated annually as new 990 filings become available. Best for organizations tracking their position over time.

$395/year
Renews automatically. Cancel any time.
  • Six financial health metrics derived from IRS 990 data
  • Benchmarked against all organizations in your NTEE sub-sector with 990 data on file
  • Trend data across available filing years
  • PDF and hosted online link
  • Annual update as new 990s are filed
Request this report
One-Time Report
Single Report

A one-time benchmark report based on your most recent available 990 filing. Ideal for board presentations, grant applications, or strategic planning.

$595
One-time purchase. No subscription.
  • Six financial health metrics derived from IRS 990 data
  • Benchmarked against all organizations in your NTEE sub-sector with 990 data on file
  • Trend data across available filing years
  • PDF and hosted online link
Request this report
Consortium Membership
Cohort Development

For organizations that need metrics beyond what IRS filings provide. We design a custom data collection instrument, build your peer cohort, and deliver quarterly benchmark reports based on contributed data.

Inquire
scope and pricing per engagement
This is the pathway to full consortium membership.
  • Custom metric design with Benchlytics support
  • Data collection beyond IRS 990 filings
  • Quarterly benchmark reports
  • Peer cohort built to your specifications
  • Input into metric design for future cycles
Inquire about cohort development
For Foundations & Funders
Benchmark your entire grantee portfolio

Generate individual reports for every organization you fund, with an aggregate portfolio view for your program officers. Available for portfolios of any size.

Learn about portfolio licensing →