GuideStar Demo (10/15/13) - Prospecting the Nonprofit Sector with GuideStar Premium Pro

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Join us for a webinar on October 15 and get to know GuideStar Premium Pro, the most advanced nonprofit search tool anywhere! Whether you’re prospecting for nonprofit clients, evaluating new potential markets or analyzing nonprofit financial data, GuideStar Premium Pro provides the tools and data to get the job done. Presenters: Scott Menzel, Product & User Experience Manager, GuideStar, and Usma Ziard, Senior Marketing Director (moderator)

Business Technologie Économie & finance

Prospecting the Nonprofit Sector
with GuideStar Premium Pro

October 15, 2013

© 2013, GuideStar USA, Inc. All Rights Reserved. This information is copyrighted subject matter owned by
1
GuideStar USA and is protected by United States and international copyright law.

Today’s Objectives
1. Introduction to Key Features of Premium Pro
2. Premium Pro Live Demo
3. Q & A

Premium Pro: What is it?
 Subscription service of the GuideStar Website
 Developed primarily for ‘prospectors’ of nonprofits
 Comprehensive advanced search capability
 Comprehensive download capability
 Comprehensive financial data display
 Inclusion of independent contractor and paid
preparer data
 Ability to save organizations and complex searches
for future reference/use
4

Premium Pro: Who will benefit from it?
 Money Managers, Investment Brokers, Bankers
 CPAs, Auditors
 Nonprofit Consultants
 Attorneys
 I/T & Software Providers

5

GuideStar Premium Pro
Live Demonstration

6

GuideStar Premium Pro
Pricing and purchase considerations
 $2000 annual subscription
 New Subscribers- Purchase Online!
 Existing Premium subscribers, call us or
email products@guidestar.org
7

Appendix 1: Premium Pro Use Case
CPA, Auditor
 Utilizes various advanced search criteria (e.g., income,
expenses, accounting fees, 990T filing requirement and Audit
Required indicators) to construct a peer group to benchmark
existing clients
 The peer group is returned in the results and all organizations
are downloaded
 Users can further examine individual peer organizations by
nonprofits by clicking into the individual report pages or most
recent Forms 990 from the file downloaded

9

Appendix 2: Premium vs. Premium Pro
Key Differences

Premium Pro

Premium

Organization Search

38 Fields

16 Fields

People Search

14 Fields

11 Fields

Revenue & Expense Data (990)

23 fields

13 fields

Revenue & Expense Data (990EZ)

11 fields

9 fields

Revenue & Expense Data (990PF)

11 fields

-

Balance Sheet Data (990)

21 fields

18 fields

Balance Sheet Data (990EZ)

6 fields

6 fields

Balance Sheet Data (990PF)

10 fields

-

Principal Officer and Paid Preparer Data

All available FYs

-

Independent Contractors & Compensation Data

All available FYs

-

Download (List)

55 Fields

17 Fields

Revenue & Expense Download Module (990)

23 fields

13 fields

Revenue & Expense Download Module (990EZ)

11 fields

9 fields

Revenue & Expense Download Module (990PF)

11 fields

-

Balance Sheet Download Module (990)

21 fields

18 fields

6 fields

6 fields

10 fields

-

Report Page Data

Features

Balance Sheet Download Module (990EZ)
Balance Sheet Download Module (990PF)

10

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GuideStar Demo (10/15/13) - Prospecting the Nonprofit Sector with GuideStar Premium Pro

1. Prospecting the Nonprofit Sector with GuideStar Premium Pro October 15, 2013 © 2013, GuideStar USA, Inc. All Rights Reserved. This information is copyrighted subject matter owned by 1 GuideStar USA and is protected by United States and international copyright law.

2. Today’s Objectives 1. Introduction to Key Features of Premium Pro 2. Premium Pro Live Demo 3. Q & A

3. Introduction 3

4. Premium Pro: What is it?  Subscription service of the GuideStar Website  Developed primarily for ‘prospectors’ of nonprofits  Comprehensive advanced search capability  Comprehensive download capability  Comprehensive financial data display  Inclusion of independent contractor and paid preparer data  Ability to save organizations and complex searches for future reference/use 4

5. Premium Pro: Who will benefit from it?  Money Managers, Investment Brokers, Bankers  CPAs, Auditors  Nonprofit Consultants  Attorneys  I/T & Software Providers 5

6. GuideStar Premium Pro Live Demonstration 6

7. GuideStar Premium Pro Pricing and purchase considerations  $2000 annual subscription  New Subscribers- Purchase Online!  Existing Premium subscribers, call us or email products@guidestar.org 7

8. Questions 8

9. Appendix 1: Premium Pro Use Case CPA, Auditor  Utilizes various advanced search criteria (e.g., income, expenses, accounting fees, 990T filing requirement and Audit Required indicators) to construct a peer group to benchmark existing clients  The peer group is returned in the results and all organizations are downloaded  Users can further examine individual peer organizations by nonprofits by clicking into the individual report pages or most recent Forms 990 from the file downloaded 9

10. Appendix 2: Premium vs. Premium Pro Key Differences Premium Pro Premium Organization Search 38 Fields 16 Fields People Search 14 Fields 11 Fields Revenue & Expense Data (990) 23 fields 13 fields Revenue & Expense Data (990EZ) 11 fields 9 fields Revenue & Expense Data (990PF) 11 fields - Balance Sheet Data (990) 21 fields 18 fields Balance Sheet Data (990EZ) 6 fields 6 fields Balance Sheet Data (990PF) 10 fields - Principal Officer and Paid Preparer Data All available FYs - Independent Contractors & Compensation Data All available FYs - Download (List) 55 Fields 17 Fields Revenue & Expense Download Module (990) 23 fields 13 fields Revenue & Expense Download Module (990EZ) 11 fields 9 fields Revenue & Expense Download Module (990PF) 11 fields - Balance Sheet Download Module (990) 21 fields 18 fields 6 fields 6 fields 10 fields - Report Page Data Features Balance Sheet Download Module (990EZ) Balance Sheet Download Module (990PF) 10

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