Nonprofit Service Fees.

ASSESSMENT & EVALUATION

Basic Assessment Advanced Assessment Comprehensive Assessment
Nonprofit’s Annual Revenue Annual Budget up to $749,999 Annual Budget between $749,999 and $1,399,999 Annual Budget between $1,399,999 and $4,999,999
Audience Internal audience only and limited to a total of 20 invitees from four categories: CEO, Board, Staff, Volunteers Internal audience only and limited to a total of 40 invitees from five categories: CEO, Board, Staff, Volunteers, Donors Internal and external audiences but limited to a total of 100 invitees from six categories: CEO, Board, Staff, Volunteers, Donors, and Community Members
Interviews / Surveys All responses are from the link on the email, no personal interviews conducted All responses are from the link on the email, no personal interviews conducted Responses are primarily from the link on the email, but personal interviews can be conducted at an additional cost of $200 per interview Customization of questions and addendums are permitted with approval of Pivot consultants but are limited to maintain the integrity of proven questions.
Governance Document Review Review of up to 8 key financial, governance, fundraising and program documents Review of up 12 key financial, governance, fundraising and program documents Review of financial, governance, fundraising and program documents which could include:
  • Organization budget (last 3 years)
  • Program budget (last 3 years)
  • Current (year-to-date) financial statements
  • Year-end financial statements or Audits/990s (last 3 years)
  • Major contributors – grants, corporate, individuals (last 3 years)
  • Major In-kind contributions (last 3 years)
  • Board of directors list/giving detail if possible
  • Proof of IRS federal tax-exempt status, dated within the last five years
  • Annual report (last 3 years)
  • Evaluation results (last 3 years)
  • Bylaws
  • Org Chart
  • Strategic Plan
  • Employee Handbook
  • Fundraising Plan
Results Report sharing results and customized recommendations. No raw data shared. Report sharing results, graphs, and customized recommendations and if requested, with discretion, the nonprofit receives the data for its further review. Comprehensive report sharing results, graphs, and recommendations along with personal meeting with board and CEO to convey results. If requested, and with discretion, the nonprofit receives the data for its further review
Program Evaluation Evaluate 1 program Evaluate 2 programs Evaluate 4 programs
Pivot Fee $5,000 $12,500 $25,000
Pivot Partner Discount 10% 15% 20%

Annual Budget over $4,999,999? Contact us for specific services and fees.

TO GET STARTED:

  1. Click on the button below to schedule your free consultation.

  2. During the consultation, Pivot will get to know a little about your organization, your goals, and your challenges.

  3. If Pivot approves assisting your organization, you will be sent an invoice for payment.

    • Pivot reserves the right to decline assisting organizations that may not be a good fit for the services and advice that we provide.