Let's uncover your data blind spots

5 minutes. No jargon. We'll identify exactly where data can move the needle for your organization — and build a plan around it.

⏱ ~5 minutes 🔒 Confidential 📊 5 sections ✅ Free analysis

Your Org

Data & Tech

Pain Points

Your Team

Goals

🏛️

Your Organization

Basic info so we can look up your 990 filings and sector benchmarks

Organization Name *

EIN (if known)

Website

Mission Area *

Annual Budget Range *

Years in Operation

Step 1 of 5

⚙️

Data & Technology

What you're currently using — no judgment, this helps us meet you where you are

What system do you use to manage consumers, donors, or client records? *

Therap — IDD / OPWDD consumer records AWARDS by Foothold Technology CareLogic (Qualifacts) Netsmart myEvolv Raiser's Edge / Blackbaud (development) Spreadsheets only (Excel / Google Sheets) We don't have a centralized system Other

Please describe your system:

What reports does your team currently run on a regular basis? Check all that apply

OPWDD compliance / ISP documentation reports Medicaid billing reconciliation (billed vs. collected) DSP staffing / scheduling / open position tracker Financial P&L / Budget vs. Actual Board operational dashboard or executive summary Development / donor reports (gifts, retention, events) Program census / bed occupancy / capacity utilization We don't run regular reports Other

Describe the other report(s) you run:

How often does leadership formally review financial performance?

Weekly Monthly Quarterly Annually Rarely / never

Step 2 of 5

🔍

Uncovering the Real Pain

Answer honestly — the more specific, the more useful our analysis

Why these questions? Nonprofits rarely suffer from a lack of data — they suffer from not knowing which data matters. These questions help us pinpoint exactly where to focus first.

What's a decision you made in the last 30 days that you wish you had better data for? *

Whether to expand a residential program or open a new day hab site Whether to hire more DSPs or manage with current staff through overtime How to respond to a shift in OPWDD rates or Medicaid reimbursement Whether to apply for a specific grant and how to prioritize our pipeline How to allocate the development budget across events, major gifts, and grants Whether a specific program is financially sustainable on its own Other — describe yours

Describe the decision you faced:

What's the one number your Executive Director checks most often?

Daily census / bed occupancy rate across residential programs Open DSP positions vs. funded headcount Medicaid billing: amount billed vs. amount collected Total monthly donations and year-over-year trend Cost per consumer per program Grant revenue as % of total development income Other — describe the metric

What number does your ED watch most closely?

What data do you wish you had but don't currently collect? Check all that apply

DSP turnover rate broken down by program and site True cost per consumer by program type (residential, day hab, employment) Medicaid billing efficiency — denial rates and collection lag Donor retention cohort analysis (who lapsed, when, and why) Fundraising event ROI compared to prior years Grant pipeline win rate and average grant value Volunteer hours and equivalent dollar value contributed Other

What data are you missing that would help most?

What keeps you up at night about your organization's financial or operational health? Check all that apply

Over-reliance on OPWDD/Medicaid funding — any rate cut is existential DSP workforce gaps threatening program quality and compliance Rising labor costs outpacing OPWDD rate increases No visibility into which programs are financially sustainable vs. cross-subsidized Donor base too small to provide a meaningful financial cushion No real-time visibility into cash flow or operating reserves Other

Describe what's weighing on you most:

How confident are you in your donor retention data? (1 = flying blind, 5 = very confident)

★ ★ ★ ★ ★

Do you know your cost per consumer / beneficiary served?

Yes, precisely Roughly No Not applicable

Step 3 of 5

👥

Your Team & Audience

We tailor every deliverable to the people who will actually use it

Who will use the analysis and reports Atlas produces? Check all that apply

Executive Director / CEO Board of Directors Program Directors / Managers Development / Fundraising Team Finance / CFO Funders / Grantmakers (external) OPWDD / Government compliance team Other

Who else should see the analysis?

How does your team currently share data and reports?

Email PDF to leadership and board Shared Google Drive or SharePoint folder Board portal (e.g. BoardEffect, Diligent) Verbal in leadership or board meetings — no formal report Printed reports included in board packets Other

How do you share reports?

How often do you need reporting / analysis delivered?

Weekly Monthly Quarterly As needed

Step 4 of 5

🎯

Your Goals

Tell us what success looks like — we'll reverse-engineer it

What type of help are you looking for most? * Check all that apply

Financial health & sustainability analysis New program feasibility study (considering launching or expanding a program) Program impact & outcome measurement (proving what we do works) Workforce & staffing analysis (turnover, headcount, overtime, scheduling) Donor & fundraising analytics (retention, RFM, major gifts, event ROI) Community needs & demographic analysis (who we serve vs. who needs us) Communications & outreach performance (email, social, website, events) Staff burnout & compassion fatigue assessment (especially direct care / DSP roles) Employee engagement & culture assessment (what's really driving satisfaction or turnover) Hiring & selection system design (structured interviews, competency rubrics, bias reduction) Leadership development & 360-degree feedback (for EDs, directors, or managers) Change management & staff adoption (rolling out a new system, policy, or structure) Other — describe what you need

Describe the type of help you're looking for:

What would a data win look like for your organization in the next 90 days? *

A weekly operational dashboard: census by program, DSP headcount, billing status A donor retention report showing who lapsed and how to win them back Clear cost-per-consumer data by program to inform budget decisions A fundraising dashboard tracking event revenue, major gifts, and grant pipeline An executive summary the ED can present to the board in under 5 minutes A workforce analytics view: DSP vacancy, turnover, and overtime trends Other — describe your vision

What does success look like in 90 days?

What's your biggest fundraising challenge right now?

Diversifying revenue to reduce our OPWDD/Medicaid dependency Reactivating lapsed donors from our gala and event history Identifying major gift prospects among existing donors and board connections Building a sustainable individual giving program from the ground up Making the case to foundations with outcome data we don't currently have Reducing the cost-per-dollar-raised on our annual gala or signature event Other — describe yours

Describe your biggest fundraising challenge:

Which program or service are you most concerned about from a data or financial perspective?

Residential / group home services Day habilitation programs Supported employment and job placement Respite and family support services All programs — we have no program-level financial breakdowns Other — specify the program

Which program are you most concerned about?

How did you hear about Atlas?

Anything else you'd like us to know?

I understand that the information I provide will be stored securely and used solely to prepare a personalized analysis for my organization. I have read and agree to the Atlas Privacy Policy.

Step 5 of 5

✓

You're in the pipeline.

Atlas has received your intake form. We'll review your organization's data landscape and be in touch with a personalized analysis — typically within 2 business days.

Questions? Reach out anytime.