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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

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Financial SCAN is a complimentary benchmarking report that compares your nonprofit’s financial health with up to five of your peers.

Impacts of financial decisions

Financial SCAN: Comprehensive Report of a Nonprofit's Financial Health

See your organization’s financial health in one quick, comprehensive report.

Financial SCAN from CliftonLarsonAllen is a complimentary report on key financial indicators that you need to move closer to your mission and your goals. It includes:

  • A multi-year comparison of expenses, revenue sources, profitability, liquidity, and more
  • Detailed graphs that dive deep and bring the numbers to life
  • Side-by-side benchmarking with five of your peers

Data is drawn directly from IRS Form 990, digitized by GuideStar, and made available at no cost as a service to nonprofits, foundations, associations, and others.

How to use your Financial SCAN

  • A quick, annual financial check-up for management and board
  • Provide context for fundraising, and financial and strategic planning
  • Educate and communicate your financial story to donors, funders, and the public
  • Lay the groundwork for budget talks

Financial SCAN can give you a big picture perspective on where you are and the trends that led you here.

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