№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 nonprofit profiles 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.
What You're Seeing
- №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 RecordSynthetic data for demonstration purposes. Financial figures, board members, and governance details are illustrative only.
Diligence Dossier · №EIN 11-3456789Illustrative · Demo Record
Demo Dossiermoderate Risk
Newark, NJ
Harbor Homes
Expands housing stability for families exiting emergency shelter through case management, rental support, and landlord partnerships.
Harbor Homes 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 filing-backed data
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 Harbor Homes to workspace to start a formal decision timeline, committee votes, and approval record.
Decision governance
Save Harbor Homes 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 financial trendline from IRS 990 filings (2021–2024).
Revenue
$4.3M
(2024)↑Expenses
$4.2M
(2024)↑Program Ratio
83%
(2024)↓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
Mercer Corporate Giving
$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
Lookup readyAn official state registry path is available, but the applicant's current registration status still needs to be confirmed during screening.
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.
Latest filing is aging
mediumThis record is still usable for screening, but reviewers should ask what has changed since the last filing period.
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
Thompson Legal Group
02
TreasurerYES2021Luis Ramirez
Community First Bank
03
SecretaryYES2022Jasmine Patel
Patel Urban Planning Studio
04
President & CEONO2018Kendra Fields
Harbor Homes
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%
Mercer Corporate Giving — 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
This shared trust model now understands both public-source coverage and organization-supplied follow-up, so the interface can move cleanly from screening into diligence without re-asking the same questions.
Coverage
85%
How complete the public-source record is today.
Freshness
Aging
How recently the core evidence was verified.
Confidence
Medium confidence
How safe it is to lean on this dossier in review.
Identity spine
VerifiedCore entity fields are anchored in public registry-style sources.
AgingMedium confidence
Financial record
PartialThe dossier has enough filing history to support a first-pass financial screen.
AgingMedium confidence
Governance
VerifiedBoard and leadership records are loaded, but affiliations and independence may still need confirmation.
AgingMedium confidence
Compliance posture
Needs attentionAn official state registry path is available, but the applicant's current registration status still needs to be confirmed during screening.
AgingMedium confidence
Risk context
VerifiedExternal risk context exists beyond the filing-backed narrative.
AgingHigh confidence
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.
№ V · Source Map
What supports this dossier.
№012026-03-13
IRS Form 990 XML
Primary source for leadership, compensation, and financial detail.
IRSVerified
№022026-03-13
ProPublica Nonprofit Explorer
Used for easier multi-year comparison and quick filing lookup.
ProPublicaReference
№032026-03-13
New Jersey charity registration guidance
Official state registry guidance for manual compliance verification; current registration status still needs confirmation.
State RegistryGuidance
№042026-03-13
Organization Website
Mission framing, service model, and public leadership roster.
WebsiteReference
№052026-03-13
Charity Navigator Profile
Third-party financial health and accountability rating.
Charity NavigatorReference
№062026-03-13
GuideStar / Candid Profile
Candid transparency seal status and organizational overview.
ProPublicaReference
End of dossier · Funder·IQ Diligence Record
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