Free Diagnostic

Revenue & Growth Score

Nine numbers from your most recent budget, financial statements, and donor database, scored against the same reserve, spending-mix, revenue-diversification, liquidity, and donor-retention benchmarks that shape a strong fundraising and revenue-pipeline strategy. Takes about 10 minutes. Nothing you enter here leaves your browser. This is the deeper, numbers-based follow-up to the Revenue Diversification pillar in the free Self-Assessment: jump in below, or start there first for the faster 5-minute version.

Have your most recent annual budget, financial statements or Form 990, and a donor count from your CRM or donor database on hand. Every figure below is a single line item or count you can pull directly from one of those, nothing needs to be calculated first.

Reserves

Unrestricted cash and net assets available for operations

Cash and investments your board could actually use if needed, not funds restricted by a donor or grant to a specific purpose. Reserve depth is what buys time to grow revenue deliberately instead of chasing whatever funding shows up next.

Spending Mix

Total annual operating expenses

Everything spent to run the organization for the year, programs, administration, and fundraising combined.

Program expenses

The portion of total expenses spent directly on programs and services, not administration or fundraising.

Revenue Diversification

Total annual revenue

All revenue for the year, from every source combined: the baseline for measuring how well your fundraising strategy and revenue pipeline are diversifying growth.

Revenue from your single largest funding source

The largest grant, contract, or donor, whichever one, if lost, would hurt the most. This is the core number behind any donor stewardship, retention, or revenue-diversification strategy. If two funders are close, use the larger.

Short-Term Liquidity

Current assets

Cash, receivables, and anything else convertible to cash within about 12 months. Excludes buildings, equipment, and other fixed assets.

Current liabilities

Bills, payroll, and other obligations due within about 12 months.

Donor Retention

Total donors who gave last year

Every individual, household, or organization that made at least one gift in your prior fiscal year; pull this as a donor count from your CRM or donor database.

Of those, how many gave again this year

The count of last year's donors who made at least one gift again this year: the core number behind the Fundraising Effectiveness Project's donor retention rate, the standard national benchmark for this metric.

By Metric

This is a directional estimate based on the figures you entered, using standard, publicly documented nonprofit financial ratios and commonly cited sector benchmarks. It is not a substitute for a review by a CPA or financial advisor, and it does not account for context specific to your organization (grant cycles, capital campaigns, planned deficits, and similar).

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Sources: Propel Nonprofits' Analyzing Financial Information Using Ratios; the BBB Wise Giving Alliance Standards for Charity Accountability; Charity Navigator's Rating Methodology (2026); the Nonprofit Operating Reserves Initiative (NORI) Workgroup's reserve guidance; and the Fundraising Effectiveness Project (Association of Fundraising Professionals & GivingTuesday) for donor retention benchmarks, the same benchmarks that inform sound revenue and growth strategy. Benchmark figures are sector-wide averages, not specific to any organization Frankly Inspired and Associates, LLC has worked with.