guidestar demo (10/15/13) - prospecting the nonprofit sector with guidestar premium pro

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Prospecting the Nonprofit Sector with GuideStar Premium Pro

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

October 15, 2013

1. Introduction to Key Features of Premium Pro

2. Premium Pro Live Demo

3. Q & A

Today’s Objectives

Introduction

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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

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Premium Pro: Who will benefit from it? Money Managers, Investment Brokers, Bankers

CPAs, Auditors

Nonprofit Consultants

Attorneys

I/T & Software Providers

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GuideStar Premium Pro Live Demonstration

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GuideStar Premium Pro Pricing and purchase considerations $2000 annual subscription

New Subscribers- Purchase Online! Existing Premium subscribers, call us or email products@guidestar.org

Questions

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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

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Appendix 2: Premium vs. Premium Pro Key Differences

Premium Pro Premium

Organization Search 38 Fields 16 Fields People Search 14 Fields 11 Fields

Report Page Data

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 -

Features

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

Balance Sheet Download Module (990EZ) 6 fields 6 fields

Balance Sheet Download Module (990PF) 10 fields - 10