Transforming opaque IRS filings into a high-level narrative for board-level financial oversight and mission transparency.
Nonprofits play vital roles in our communities, but their stories are often buried in dense XML tax filings. This project replaces manual financial review with an automated "Insights Engine."
By mapping disparate data points from Coqual and other organizations, I created a unified visual language for organizational sustainability. This allows executives to stop "counting" and start "strategizing."
Power Query scripts ingest raw XML, normalizing 990-specific schemas into a relational model for multi-year trend analysis.
Custom measures calculate Burn Rate, Program Efficiency Ratios, and Revenue Concentration—the metrics boards actually ask for.
Explore the full interactive environment to see how data integrity drives nonprofit success.
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