Most boards learn how concentrated their funding is at the wrong meeting.

Your Form 990 already shows where the money comes from. I read it and send you a one-page picture of your revenue mix and three-year trend — free, and without a call.

Request your free snapshot One email. No form, no signup, no sales call attached.

What the snapshot shows

Every US 501(c)(3) files a Form 990, and those filings are public. They report revenue by source category — contributions and gifts, program service revenue, investment income — across multiple years. That is enough to see the shape of an organization's funding without asking it for anything.

Your revenue mix for the most recent filed year, by source category
Three-year total revenue trend
A concentration measure, and one plain sentence naming what it means
One sentence on what typically comes under pressure first if the dominant source moves

What it cannot show, stated plainly. The 990 reports revenue by source category, not by individual funder — Schedule B donor detail is not public. So a snapshot can say with certainty that a given share of revenue came from contributions. It cannot say which foundation, and I will never imply otherwise.

If you want the full picture

The snapshot is the outside view. The Funding & Ecosystem Clarity Package is the inside one: a fixed-scope advisory engagement that maps where your funding actually comes from, who else funds work like yours, whether you are set up to receive donor-advised fund gifts, and what to do about it over the next six to twelve months.

Funding map

Concentration risk quantified from your own records, not just the public filing — largest source, top-three share, and where the exposure sits.

Ecosystem map

Who funds organizations doing your work in your geography, and where you are absent from lists you should be on.

DAF readiness

Whether donor-advised fund sponsors can find you, pay you, and verify you — and the metrics to track once they can.

Recommendations

A prioritised six-to-twelve-month sequence, written for a board packet rather than a consultant's file.

Fixed fee. Two and a half to four weeks. Delivered by a person. It is advisory work, not a subscription and not software — there is no login, no dashboard, and nothing to renew.

Who this is for

US 501(c)(3) organizations between roughly $500,000 and $5 million in annual revenue, with an Executive Director rather than a volunteer-run office.

It is most useful at three moments: a new Executive Director who needs an honest baseline before the first board cycle; a year in which revenue fell and nobody has yet mapped why; and a board that has started asking about funding risk and expects an answer with numbers in it.

It is a poor fit for organizations under $300,000, for anyone looking for grant writing, and for anyone who wants a guarantee that funding will increase. No one can honestly offer that.

Questions

Is the snapshot really free, and what is the catch?: It is free and there is no catch worth hiding. It takes about twenty minutes and it is the most honest sample of my work I can give you. If it is useful and you want the full engagement, you will ask. If you do not, you keep the page.
How did you get our financial information?: From your own Form 990, which the IRS makes public and which is freely searchable through ProPublica's Nonprofit Explorer and Candid. Nothing confidential is used, and nothing is retained beyond what is needed to produce the page.
We already know our funding is concentrated. Why would we need this?: Knowing it and being able to hand your board a page that shows it are different things. The value is usually not the discovery — it is the sequence of what to do about it, and having the number stated by someone with no stake in the answer.
How is this different from a grant writer?: A grant writer helps you win a specific award. This is diagnostic work about the structure of your revenue: which sources carry you, what happens if one moves, and where the gaps are. Many organizations need both. They are not substitutes.
Can you guarantee we will raise more money?: No. Anyone who guarantees fundraising outcomes is either misunderstanding their own influence or misrepresenting it. What is delivered is analysis and a prioritised plan. Execution and results remain yours.
Is this software? Do we get an account?: No. There is no platform to log into and nothing recurring. The deliverable is a document and two calls.