№01
Revenue momentum
+6%
Change in annual revenue versus the prior filing.
Est. MMXXV
The Demonstration · Sample Workspace
See Funder IQ in action — sample dossiers, real layout.
Browse 6 sample profiles of invented nonprofits to see how Funder IQ presents financial trends, governance context, risk signals, and diligence scores in one workspace — the same structure you use for live organizations after sign-in.
In A Live Dossier
- №01
Dossier
Structured profile from public filings
- №02
Financials
Revenue, expenses, assets from 990s
- №03
Governance
Board, leadership, compensation
- №04
Risk Signals
Compliance, concentration, volatility
※
Demo RecordEvery organization, person, funder, and figure in these sample records is invented, and none is affiliated with a real organization. Registry links go to the public registries a live dossier draws on and hold no filings for these samples; the website and news links are placeholders.
Diligence Dossier · №EIN 11-3456789Illustrative · Demo Record
Demo Dossiermoderate Risk
Newark, NJ
Quillmont Housing Network
Expands housing stability for families exiting emergency shelter through case management, rental support, and landlord partnerships.
Quillmont Housing Network is now credible enough for an initial screening recommendation, with the remaining risk centered on missing context rather than missing data.
Cause AreasHousingFamily StabilityHomelessness Prevention
- Founded
- 2014
- NTEE
- L41
- Last 990
- 2024-06
- Score
- 84/100
Decision Lane
Advance with questions
The dossier is credible enough to keep moving, but the next conversation should target a few known diligence gaps.
- Score
- 84/100
- Saved Notes
- 0
- Latest Revenue
- $4.3M
- Website
- Source linked
Workspace review
Internal scorecard
Blended score
75
Suggested baseline from the sample's invented figures
Latest revenue
$4.3M
Internal notes
00
Decision status
Screening
Last synced
Not yet
Research vs Lifecycle
Saving this dossier keeps the organization in your research workspace. Start consideration when the team is ready to open formal screening and move the case into the grant lifecycle.
Finance
Liquidity, liabilities, and reserve posture.
Governance
Board depth, independence, and control signals.
Program
Program spend and operating clarity.
Momentum
Growth quality and revenue resilience.
Analyst summary
Capture the one-paragraph take you would surface in an investment memo.
Review notes
Thread the key questions, call notes, or board feedback directly into the dossier.
Save this dossier or add the first note to turn the profile into a real internal workspace.
№ I · Research Dossier
Read, compare, and build confidence before you open a case.
This dossier is your research layer. Save notes, score the organization, review filings, and pressure-test fit without starting the formal grant lifecycle.
Use This Stage For
Discovery notes, initial fit checks, peer context, and internal scoring that helps the team decide whether this nonprofit merits active consideration.
No Formal Case Yet
Saving a dossier keeps the organization in your workspace. It does not create a screening record, committee path, or award workflow on its own.
№ II · Lifecycle Handoff
Start consideration when the foundation is opening a real funding case.
This is the moment the organization moves from research into governed screening, review, decision, awards, and oversight. Use it when the team is ready to assign ownership, capture rationale, and move through the full lifecycle.
Start Consideration →Opens the internal screening workflow without changing the public nonprofit record.
✓
No red flags detected
Decision memory
Save Quillmont Housing Network to workspace to start a formal decision timeline, committee votes, and approval record.
Decision governance
Save Quillmont Housing Network before starting formal approvals
Research notes can live in the dossier immediately, but committee votes and formal approval history only start once the organization is saved to your workspace.
Intelligence Metrics4 indicators
№02
Funding concentration
69%
Share of revenue that appears to come from contributions and gifts.
№03
Reserve durability
4.1 mo
How many months of annual expenses current net assets appear to cover.
№04
Governance independence
75%
Share of listed board members that appear independent from management.
Financial trends
Visual snapshot
4-year sample trendline (2021–2024), invented for the demo. Live dossiers read these figures from IRS 990 filings.
Revenue
$4.3M
(2024)↑Expenses
$4.2M
(2024)↑Program Ratio
83%
(2024)↓Peer benchmarking
Sector comparison
A live dossier ranks the organization against its NTEE peers in the directory. An invented sample has no peers to rank against, so none is shown.
Funder landscape
Who else funds this nonprofit
3 funders$775k total
Unique Funders
3
No repeat funders yet
Total Funding
$775k
Avg grant $258k
Top Funder Concentration
Moderate58%
Eastport Family Foundation
Diversity Score
+ Growing86/100
FunderTotal GivenGrantsYears ActiveAvg Grant
Eastport Family Foundation
$450k
1
2024
$450k
Newark Opportunity Fund
$200k
1
2023
$200k
Hollin Ridge Foundation
$125k
1
2022
$125k
Funding lifecycle
Where this organization stands once consideration begins
Discover and dossier work happen before this strip. Once your team starts consideration, the case moves through screening, review, decision, award setup, and oversight here.
Step 1Current
Discover
Search by EIN or name, load the public record, and prefill what is already knowable.
Step 2Upcoming
Screen
Check baseline fit, financial shape, and compliance posture before spending team time on deep review.
Step 3Upcoming
Review
Capture notes, score the applicant, and close the key questions that still block confidence.
Step 4Upcoming
Decide
Summarize the case, recommend or decline, and prepare the internal handoff.
Step 5Upcoming
Grant
Define grant terms, disbursement schedule, and reporting requirements for the approved applicant.
Step 6Upcoming
Track
After approval, keep filings, compliance, and change alerts current over the life of the grant.
What happens next
Best next actions
Save this applicant into the workspace so the grant can move beyond discovery.
Request the missing applicant inputs next: Grant request and State compliance.
What share of 2025 revenue is already committed versus still in proposal stage?
Screening checkpoint
State compliance
New Jersey
Not checkedNo registry was looked up for this sample. On a live dossier this shows the organization's charity registration status from the state registry below.
Open registry pathMonitor
What should stay on the watchlist
These cues are lifecycle-aware. They change based on whether the applicant is still being screened, already in diligence, or close to a recommendation.
Confirm state registration status
mediumAn official state registry path is available, but the applicant's current registration status still needs to be confirmed during screening.
External risk coverage is still thin
mediumThe dossier still relies mainly on filing interpretation rather than external compliance, benchmark, or reputation signals.
Close the remaining applicant intake
mediumStill missing grant request and state compliance before the dossier is truly decision-ready.
№ III · Financial History
Trendline & resilience.
Live records carry board and governance detail from the latest 990 XML while preserving the multi-year trendline that makes initial diligence efficient.
№ IV · Governance
Board & leadership.
Demo dossiers show idealized records. Live profiles hydrate officers, directors, mission text, and governance counts from the latest XML filing.
NameRoleIndep.Since
01
Board ChairYES2020Maya Thompson
Brackenholt Legal Group
02
TreasurerYES2021Luis Ramirez
Fennick Savings Bank
03
SecretaryYES2022Jasmine Patel
Tessellane Urban Planning Studio
04
President & CEONO2018Kendra Fields
Quillmont Housing Network
Renewal intelligence
Grant performance analysis
2 modify
Eastport Family Foundation — 2024
$450,000
Rapid rehousing and landlord incentive pool
? Insufficient DataLow confidence
Newark Opportunity Fund — 2023
$200,000
Shelter diversion case management
~ Modify TermsModerate confidence
Metric
Pre-grant (2021)
Post-grant (2024)
Change
Total Revenue
$3.2M
$4.3M
+33%
Total Expenses
$3.0M
$4.2M
+37%
Program Ratio
82%
83%
1.0pp
Reserve Coverage
5.9mo
4.1mo
-1.8mo
Contributions
$2.3M
$3.0M
+32%
Hollin Ridge Foundation — 2022
$125,000
Emergency rental assistance bridge fund
~ Modify TermsModerate confidence
Metric
Pre-grant (2021)
Post-grant (2024)
Change
Total Revenue
$3.2M
$4.3M
+33%
Total Expenses
$3.0M
$4.2M
+37%
Program Ratio
82%
83%
1.0pp
Reserve Coverage
5.9mo
4.1mo
-1.8mo
Contributions
$2.3M
$3.0M
+32%
Trust layer
How reliable this dossier is today
On a live dossier this panel grades each section against the filings and registries behind it. This record is invented and no source was read for it, so nothing here is graded; the coverage figures count the fields the sample fills in.
Coverage
80%
Share of the fields and source links a dossier tracks that this sample fills in.
Freshness
Not checked
A live dossier dates every source it reads. None was read for this sample.
Confidence
Not rated
Confidence comes from checked sources, and this sample has none.
Identity spine
SampleA live dossier anchors the EIN, legal name, NTEE code, and location in IRS and ProPublica records.
Not checked
Financial record
SampleA live dossier builds this trendline from the organization's Form 990 filings.
Not checked
Governance
SampleA live dossier reads the board and officers from the 990 and the organization's website.
Not checked
Compliance posture
SampleA live dossier checks IRS status and the state charity registration.
Not checked
Risk context
SampleA live dossier adds outside context: news, benchmarks, and state records.
Not checked
Ask only what is missing
Requested information
Public data handles the repeatable facts. This follow-up layer only captures the targeted answers the grant team still needs from the organization for this specific consideration.
Grant request
highWhat amount are you requesting, over what period, and what specific use of funds should this grant support?
Public filings do not explain the purpose of this specific request, so the reviewer still needs the actual ask.
Save once the answer is clean enough to reuse in screening, memo writing, and later mobile review flows.
State compliance
highPlease share your current charitable registration status in the states where you solicit funds, plus any pending renewals or exceptions.
The dossier does not yet have a state registration source attached, so compliance still needs direct confirmation.
Save once the answer is clean enough to reuse in screening, memo writing, and later mobile review flows.
Risk disclosures
mediumPlease disclose any recent litigation, regulatory issues, leadership transitions, or material reputational concerns.
External risk and compliance signals are still thin in the current dossier.
Save once the answer is clean enough to reuse in screening, memo writing, and later mobile review flows.
№ V · Source Map
What a live dossier would draw on.
№01Sample
IRS Form 990 XML
Primary source for leadership, compensation, and financial detail.
IRSNot checked
№02Sample
ProPublica Nonprofit Explorer
Multi-year filing comparison and filing lookup.
ProPublicaNot checked
№03Sample
New Jersey charity registration guidance
Official state registry guidance for manual compliance verification; current registration status still needs confirmation.
State RegistryNot checked
№04Sample
Organization Website
Mission framing, service model, and public leadership roster.
WebsiteNot checked
End of dossier · Funder·IQ Diligence Record
Live Workspace
Real nonprofits, after sign-in.
Signed-in users search 1,690,686 nonprofits (counted ), build dossiers from live IRS filings, and move applicants through their grant-making pipeline.
Funder IQ is not taking new sign-ups. To get in touch, email rob@summitlabsfl.com.