Cause IQ's organization profile pages (2024)

All 1,800,000 organizations in Cause IQ have a unique profile. Cause IQ's organization profiles provide a detailed look at the organization's financials, personnel, vendors, funding information, and if reported, fundraising events, related entities, and more.

You can access an organization's profile from a number of different places; including, the table tool, a personnel's profile, and another organization's profile. The most common place to access an organization's profile is from the List view of Cause IQ's search interface.

The top of an organization's profile includes its name, EIN, Quick fields, financial summary, and more. The Quick fields (in the grey box) are customizable and let Cause IQ customers choose the most relevant quantitative and qualitative information they want displayed at the top of organization profiles. You select your Quick fields by clicking the "Settings" button at the top-right of the screen, and once you choose the Quick fields on one profile, they'll become the defaults for all.

The top of the profile includes a preselected financial summary showing the organization's Revenues, Expenses, Assets, and Liabilities. Cause IQ displays the most recent value, annual percent change, and a source breakdown for each of the financial values.

Here's a look at the top of an organization's profile page:

The top of the profilealso includes a summary description of the organization; to see a comprehensive description, select "View full description", and a pop-up window showsa more detailed version.

You'll see the Cause IQ Types (blue), Issues (gold) , and Characteristics (green) the organization is associated at the top of the profile as well. You're able to click on the category pills to create a new search query with the selected field added as a search filter.

Below the category pills, you'll see the Your list members (pink) and Your search members (purple) tags. Cause IQ displays the names of the lists and the tagged saved searches that the specific organization belongs to. This helps you understand if you've ever come across the organization you're researching before. You cancreate lists of organizations manually, withthe CSV upload tool, and byremembering your exports. You choose tosave a search by clicking the Save button at the top of the search interface.

The Summary section on an organization's profile allows you to quickly gain insights on key quantitative and qualitative details for a specific organization.

The Key performance indicators (KPIs) section allows you to bring the most relevant quantitative fields front and center on an organization's profile.You can add most quantitative fields tothis section by clicking the "Settings" button at the top-right of the screen and search for the fields you want to include as KPIs.You can also find the fields you want to add as KPIs by category; these sections mirror the ones in the "All filters" module of thesearch filter sidebar. The KPIs you choose become the defaults and appear on all Cause IQ organization profiles you visit.

The bottom of the Summary section includes more general details on the organization. You'll see geographic and descriptive information, including:

• Street address
• Metro area
• Website URL
• Phone number
• NTEE code, primary
• Other NTEE codes
• NAICS code, primary
• Other NAICS codes
• Group status
• Fiscal year end
• Tax return type
• Year formed

Here's a look at the Summary section:

The Program areas section on an organization's profile contains what the nonprofit self-reports as the most important areas of their mission -- ordered by the expenses incurred to carry out the programs/missions. An organization's program is a specific area of operation to accomplish the mission for the nonprofit.For example, the programs of cultural organizations (e.g., museums and theaters) include performances, exhibits, community outreach, etc. and the programs of associations include member activities, education, etc.

The Program areas section displays the program-related expenses and revenues for the specific programs listed.

The Program areassection on an organization's profile contains what the nonprofit self-reports as the most important areas of their mission -- ordered by the expenses incurred to carry out the programs/missions. An organization's program is a specific area of operation to accomplish the mission for the nonprofit.For example, the programs of cultural organizations (e.g., museums and theaters) include performances, exhibits, community outreach, etc. and the programs of associations include member activities, education, etc.

The Funding section on organization profiles takes a detailed look at the organization's funding sources and amounts. The section displays the most recent values, annual percent change, and source breakdown for the organization's funding sources, including: Grants and contributions, Program services, and Investments and other income.

Fundraising events

For nonprofits disclosing fundraising event information on Schedule G of the 990, you'll see details on the fundraising event(s) the organization throws to raise money to help carry out its mission.Cause IQ provides the name of the specific fundraising event(s), breaks down the money the event brings in, and the costs required to throw the event. Note: The IRS requires nonprofits to report the top two grossing fundraising events that bring in more than $5,000 in gross receipts.

Here's a look at the top and Fundraising events sections of the Funding section on an organization's profile:

Grants from foundations and other nonprofits

Cause IQ minesSchedule I of the Form 990and the corresponding Form 990-PF part, which organizations use to disclose information on grants and other assistance they provide to domestic nonprofits, governments, and individuals.You can see the specific grants and grant characteristics that Cause IQ has identified an organization receiving right from their profile page.

Cause IQ provides the name of the grantmaking organization, the tax period the grant was made, a description of what the grant is for, and the amount of the grant. You can search for a specific grant, grantmaker, etc. in the "Search grants..." text box.

Here's a look at the Grants from foundations and other nonprofits section:

Federal funding details

Cause IQ brings in information about federal grants and contracts received by organizations, including sub-awards, which is displayed within the Funding tab of organization profile pages. If an organization receives federal funding, a Federal funding details section at the bottom of the Funding tab will show a list of the largest funding agencies for currently-active awards, line graphs that illustrate changes in federal grants and contracts received over the past five years, and a detailed list of awards the organization has received since January 1, 2020.

The list of grants and contracts awarded includes the following columns of information:

• Description
• Agency
• Award type
• Start date
• End date
• Amount

Right above the list of awards, there is a search box that allows you to lookup specific keywords in the award descriptions, to help you narrow down on specific kinds of assistance. Within the list, you can click on descriptions (within the Descriptions column) to pull up additional details about each grant and contract awarded. This additional information includes award amount, type, key dates, place of performance, funding agency information, and CFDA program details. There is also a button you can click to check out the award's listing on the USAspending.gov website.

Here's a look at an organization's Federal funding details section:

For grantmaking organizations (e.g., foundations), you'll see a Grantmaking section on their profile. The Grantmaking section is where you can get an idea of the organization's grantmaking activity and its grant recipients.

At the top of the section, you'll see general details on the organization's grantmaking activity. Including:

• Number of grants
• Average grant size
• Geographic focus
• Smallest grant
• Median grant
• Largest grant

Here's a look at an organization's grantmaking activity overview:

In the middle of the section, you'll see characteristics of the recipients that the organization gives to. Cause IQ lists the top recipientTypes, Issues, Characteristics, States, Metros, and NTEEs and the number of grants made to each.

Here's a look at an organization's characteristics of grant recipients:

At the bottom of the Grantmaking section, you'll see an exhaustive list of the grants Cause IQ has identified the organization making and the grant recipients. You can also filter the grants that are listed by:

• Grantee types
• Grantee issues
• Grantee characteristics
• Grantee state
• Grantee metro
• Grantee NTEE code
• Organization name
• Grant description

Here's a look at the bottom of the Grantmaking section on an organization's profile:

The Financials section on an organization's profile is where you can access all the available Form 990s (or 990-PFs, 990-EZs, 990-Ns) for a given organization, includingthe corresponding digitized financial information.Cause IQ has the five most recent tax returns available for most organizations on the website.

The Form 990s section includes the dates of the Fiscal year ending and Date Received by IRS for the corresponding Form 990 (or 990-PF, 990-EZ, 990-N). The Form column lists the type of tax return the organization submits to the IRS, and you can download the PDF version of a specific Form 990 by clicking the corresponding "PDF" link.

Here's a look at the Form 990s section on an organization's profile:

You can view the available digitized financial information in the Financials section as well. The digitized information is broken down by:

• Revenues
• Expenses
• Assets
• Liabilities
• Other (performance indicators)

Cause IQ lists the digitized financial details for the two most recent Form 990s (or 990-PFs, 990-EZs, 990-Ns) and provides a % Change metric for the individual fields (showing the percent increase or decrease for the fields from the previous year).

Here's a look at the digitized financial information on an organization's profile:

The Personnel section on an organization's profile is where you find all identified key personnel and board members working at theorganization.

The information available in the Personnel section includes the individual's:

• Name
• Job position(s)
• LinkedIn profile (if available)
• Email address (if available)
• Direct phone number (if available)
• Form 990 compensation information (if available)

All personnel in Cause IQ are stamped with a Date of data date. This daterepresents the most recent date we received a piece of information on that person (e.g., website analysis, data partner).

To access an individual's unique personnel profile, simply click on their name. For our Salesforce integration users, you can create a Contact (or Lead) in your Salesforce by clicking the Salesforce icon in the Salesforce column.

You can search for specific personnel, job titles, etc. from the "Search key personnel..." search box and you can sort the personnel displayed by column header.

Here's a look at the Personnel section on an organization's website:

The Vendors sectionon an organization's profile lists all vendors and service providers Cause IQ identifies an organization using.The information available within the Vendors section includes:

• Name of the vendor(s)
• Service they provide the organization
• Amount the organization paid the vendor (if available)
• Date of the most recent piece of data that confirmed the organization using the vendor

Here's a look at the top of the "Vendors" section on an organization's profile page:

If an organization pays one or more professional fundraising firms an excess of $5,000 for their services, the Vendors section includes a Professional fundraisers subsection. This section provides details on the fundraising activity(ies), including the event name, the gross/net amounts raised and the percent paid to the fundraising firm.

If an organization received an A-133 Single Audit (required for organization's receiving more than $750,000 in federal government contributions), the Vendors section has detailed information on the audit(s).

Here's a look at the Professional fundraisers and A-133 Single Audit information within the Vendors section of an organization's profile:

Cause IQ also provides details on the accounting firm that prepares the organization's tax return (i.e., Form 990) in the Vendors section of an organization's profile. You'll also see thetechnologies Cause IQ identifies the organization using. Within Software/technology tools, you see details on the social media an organization is engaging in, the CRM they are using, and any other identified technologies.

Here's a look at the tax preparer and identified technologies information on an organization's website:

Cause IQ mines Form 5500 information, which is used by organizations to disclose details on the employee benefit plans they offer. For organizations with identified Form 5500 disclosures, you'll see a Form 5500 employee benefit plan part within the Vendors section. From here, you can get an understanding of the benefit plans organizations offer, the entities the organizations use to put the benefit plans together, and the number of employees participating in the offered plans. Cause IQ displays the:

• Plan name
• Tax period
• Total number of participants
• Active number of participants
• Total assets
• Total administration fees
• Total broker fees
• Total investment management fees

Here's a look of what's displayed in the Form 5500 information available within the Vendors section of an organization's profile:

The Related entities section on an organization's profile is where you find details on any other nonprofit, corporation, or partnership that has a legal relationship with the given organization.

This list includes companies or organizations controlled by the organization, parent or child organizations, and brother or sister organizations. Cause IQ lists the related entities':

• Names
• Relationship type
• Location
• Legal domicile
• Control
• Controllingentity
• Revenue (if available)
• Assets (if available)

If Cause IQ has identified the organization having disregarded entities, The Related entities section includes a Disregarded entities part. These disregarded entities tend to be LLCs or other organizations completely owned by the organization. The IRS treats these disregardedentities as part of the organization for tax purposes, even though they are separatelegal entities.Here's a look at the Related entities section on an organization's profile:

You can easily download the qualitative and quantitative details of an organization in a PDF file and an Excel report. You can access both the PDF one-pager and Excel report right from the top of an organization's profile.

To download these files, click the download icon at the top-right of the screen, and choose the desired file.

The PDF one-pager summarizes descriptive and financial details on the organization. The PDF includes high-level organizational information including:

• Revenue sources
• Characteristics
• Key performance indicators (which mirror the KPIs that you add to an organization's profile)
• Key personnel
• Vendors

The organizational Excel report downloads all the information that appears on an organization's profile. The Excel file has separate worksheets for the corresponding sections in an organization's profile. Current available worksheets include:

• Overview: Description, location, categories, key performance indicators
• Financials: Line-item financials from Form 990, including information for the past five years (if available)
• Personnel: Staff members and board members, including email addresses and phone numbers (if available)
• Schedule J: Compensation details for key personnel at the organization (if available)
• Related entities: Related tax-exempt organizations, private companies, transactions with them, and disregarded entities (if available).

Here's where you can access an organization's PDF one-pager and Excel report: