Help Center

Finding organizations using specific service providers

Search for organizations using specific service providers, and identify how much organizations spend on products and services

In this help article...

Cause IQ uses multiple data sources to find the vendors and service providers organizations use. You can easily identify which organizations use specific vendors, products, or services. You  can also use search filter to identify organizations using specific vendors, products, and services. If you are looking to pull a client list of a competitor or partner, a good place to start is in the "Vendors, fundraisers, and fees" section in the "All" filters tab of the search filter sidebar.

Search for organizations by all identified vendors

Cause IQ identifies vendors operating in more than 80 different service industries (e.g., Accounting, Financial advisory, Insurance, Legal, Management consulting). Cause IQ's All vendors and service providers filter includes all the companies we have identified providing products and services to organizations.

You can access the All vendors and service providers filter within the "Vendors, fundraisers, and fees" section of the "All" filters tab. To search for the organizations using a specific vendor or service provider, simply type the company's name in the "Vendor name search" search box. If you don't see the name of the company you are trying to search for, Cause IQ has yet to identify any organizations using their products or services. After you have found the name of the company you want to pull a client list for, select "Add filter" and Cause IQ shows all the company's identified clients in the "List" view of the search interface.

The All vendors and service providers filter also allows you to filter the vendors by service industries. To do so, add the desired industry to the "Vendor services" search box, the system now only allows you to add vendors associated with the chosen industry. Here's a look at the All vendors and service providers filter:


Identifying organizations using specific IT products

If you are a software provider or company that cares about the software organizations are using, you can search for organizations using specific IT products. Cause IQ uses a combination of our web crawler, Form 990 information, and manual research to identify the software organizations use to power their websites and support their missions. You can search for organizations using specific IT products with the IT products used filter. 

Click here to access a Help Center article providing details on all IT products that Cause IQ has currently identified.

You can access the IT products used filter in both the "Technology and social media" and "Vendors, fundraisers, and fees" sections of the "All" filters tab. To search for organizations using specific IT products, simply type the name of the IT product(s) in the search box. Additionally, you can click the drop-down arrow in the search box to see the available IT products you can search by. Here's a look at the IT products used filter:

Identifying organizations using specific accounting firms

If you are an accounting firm or company that partners closely with accounting firms, you can search for organizations using specific firms for their accounting needs. Cause IQ analyzes financial disclosures, government documents, and other sources of data to identify which organizations are using which accounting firms to prepare their tax returns (From 990). You can identify which accounting firm prepares the organization's Form 990 with the Tax preparer firm filter.

To search accounting firms doing audit work -- beyond preparing the Form 990 -- use the All vendors and service providers filter described above.

You can access the Tax preparer firm filter in both the "Accounting and audit" and "Vendors, fundraisers, and fees" sections of the "All" filters tab. To search for organizations using specific accounting firms, simply type the firm name(s) in the "Accounting firms" search box, and select the appropriate one. Here's a look at the Tax preparer firm filter:

Identifying organizations using specific fundraising firms

If you are a professional fundraising firm or company that partners with professional fundraisers, you can search for organizations using specific professional fundraisers. If an organization pays professional fundraising firms an excess of $15,000 for their services, they are required to report the details in Schedule G of the Form 990. Other fundraising firms are occasionally listed in part Part VII, Section B, of the Form 990. Cause IQ digitizes this information and makes the details searchable. You can search organizations using specific professional fundraisers with the Fundraiser solicitor firms filter.

You can access the Fundraiser solicitor firms filter within the "Vendors, fundraisers, and fees" section of the "All" filters tab. To search for organizations using specific professional fundraisers, simply type the name of the fundraising firm(s) in the search box and select the appropriate one. Here's a look at the Fundraiser solicitor firms filter:

Identify how much organizations spend on third-party services

Organizations spend billions of dollars procuring products and services from vendors each year. Within Cause IQ's "Vendors, fundraisers, and fees" section of the "All" filters tab, there are expenditure filters to help you narrow down on a segment of organizations that spend money in your industry. You can search these expenditure fields using multiple metrics; including the raw numeric number ("Value"), as a percentage of revenues, assets, etc. ("Percent of expenses") and as a year-over-year growth rate in that specific field  ("One-year growth"). To change the filter metric, simply select the desired option from the "Metric" drop-down. The "Vendors, fundraisers, and fees" section includes the following expenditure filters:

  • All professional fees and independent contractors: the total amount that the organization spends on independent contractors
  • Accounting fees: The amount the organization spends on audit and tax accounting services
  • Information tech expenses: The amount the organization spends on software, hardware, and any needed support
  • Investment mgmt fees: The amount the organization spends on investment counseling and portfolio management
  • Legal fees: The amount the organization spends on outside law firms and individuals
  • Lobbying fees: The amount the organization spends on direct and grassroots lobbying services
  • Managment fees: The amount the organization spends on third-party management service providers and individuals
  • Pro. fundraising fees: The amount the organization spends on third-party professional fundraisers

Here's a look at the expenditure filters found in the "Vendors, fundraisers, and fees" section: