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  IMPORTANT
DISCLAIMER:
This service is provided as an informational resource only, meant to assist you as a guideline in your own analysis. Nothing here should be taken as official accounting advice from our firm.

 

     

Case | Sabatini's Form 990 Analyzer

Welcome to Case | Sabatini's Form 990 Analyzer (Version 1.0).  First of all, please do not be intimidated by the large number of data fields here. We don't need every number from your 990 - just some key data. You only need to copy data that appears on your Form 990 and, for many nonprofits, there will be numerous fields for which your Form 990 has no data.  Any such fields should be left as a 0, their default value. We've also set this up for easy data entry.  Just hit the TAB key after you've entered your data and the cursor will automatically jump to the next field, working your way down your 990!

Organization Name:
FORM 990, page 1, Part I: Revenue, Expenses, etc.
Line 1e Line 11
Line 2 Line 12
Line 3 Line 13
Line 4 Line 14
Line 5 Line 15
Line 6c Line 17
Line 7 Line 18
Line 8d Line 19
Line 10c    
FORM 990, page 2, Part II: Functional Expenses
Line 44a Line 44d
Line 44b    
FORM 990, page 3, Part III: Program Service Accomplishments
Line f    
FORM 990, page 4, Part IV
Line 45 (Column B) Line 53 (Column B)
Line 46 (Column B) Line 54 (Column B)
Line 47c (Column B) Line 57c (Column B)
Line 48c (Column B) Line 60 (Column B)
Line 49 (Column B) Line 61 (Column B)
Line 50 (Column B) Line 62 (Column B)
Line 51c (Column B) Line 63 (Column B)
Line 52 (Column B) Line 67 (Column B)
FORM 990, page 8, Part VII
Line 105
  Column B Column D Column E
Line 93a
Line 93b
Line 93c
Line 93d
Line 93e
Line 93f
Line 93g
Line 94
Line 95
Line 96
Line 97a
Line 97b
Line 99
Line 100
Line 102
Line 103a
Line 103b
Line 103c
Line 103d
Line 103e

A Few Controls...

Interest Rate:  Input an interest rate that you think is acceptable for savings and cash. By default, this is set at 2%.
Fundraising:  Input a value that would be acceptable for fundraising expenses as a % of total expenses. By default, this is set at 5%.
Efficiency:  Input a factor that would be acceptable for fundraising efficiency. In other words, for every $1 spent on fundraising, you'd like to see X dollars returned. By default, this is set to 3 (indicating $3).
Program Services Expenses:  Enter a percentage representing desired program services expenses as a percentage of total expenses.  By default, we have set this at 70%.
Current Ratio:  Enter a desired Current Ratio.  Most analysts believe that a 2:1 ratio at a minimum is best. So, by default, we've set this at 2. :1

 

 
 

     
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