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Benchmark your financial metrics to your peers

Measure how your nonprofit or association compares to your peers and understand industry best practices on key indicators of financial health

INSTRUCTIONS

The below dashboard is designed to allow you to segment the data to meet your needs and share it with others across your organization. Please note that the dashboard works best on desktop devices. Here’s how to get started:

  • Use the filters to narrow the dataset based on organization type, size, and more.
  • View results in real time as charts and metrics update to reflect your selections.
  • Review the “Adviser Alerts” by mousing over the purple circle in the upper right on each graph for Raffa’s perspective on each dataset and why it matters.
  • Share the data with others in your organization by clicking the box with the downward arrow icon at the bottom of the dashboard to export your segmented data as a PDF.  
  • Interested in demo or discussion as to how to leverage the data to create actionable insights for your organization? Schedule a complimentary one-on-one demo through button below. 
Schedule a One-On-One Demo

DASHBOARD

Best viewed on desktop devices. Mouse over the purple circles in the top right of some of the graphs for Raffa’s “Adviser Alerts.”

Share your segmented data by clicking the box with the downward arrow icon to export as a PDF.  

Raffa's Study on Nonprofit Investing (SONI) Dashboard

Whether you are reviewing reserve levels, evaluating an investment policy, or seeking additional context for financial discussions, the SONI Dashboard provides a data-informed view of nonprofit financial practices using publicly available IRS Form 990 data. The dashboard allows you to filter or segment results to focus on organizations most similar to yours. This helps keep comparisons relevant and appropriate for your organization’s size, structure, mission, and geography.

With this context, the SONI Dashboard can help you:

  • Benchmark key financial measures against similar organizations
  • Observe patterns in revenue, reserves, and investment activity over time
  • Support finance and investment committee discussions with consistent peer data
  • Provide additional transparency and context for financial decision-making
Schedule a One-On-One Demo