Identify nonprofits by asset and mission characteristics, generate reports on target markets, and provide client insights
Researchers Organization and personnel profiles with a human touch, including manually-researched descriptions and categories
Form 990 Detailed organization financials, including investable asset characteristics and investment management expenditures
Secret sauce Classification of mission, vision, structure, activities, NAICS codes, and NTEE codes
Form 5500 Audit firms, insurance brokers, and financial advisors, in addition to general information on the employee benefit plans
Data Partners Other companies that provide additional details on organizations and their key personnel
Personnel Watcher Notifications on when personnel get hired or leave an organization, individually or across market segments