Where it stands
The Operating Index
Five years of the organization's finances set against its sector, on the public filing and on the figures you keep current. Peer context is the one thing internal reporting cannot provide.
The finance function's read, in one place, kept current and ready for the room. The Operating Index shows where the organization stands against its field. The Docket holds every filing, review, and renewal, each one dated. The Casebook reads the field once a month. The setup is an EIN, and the filed years are already loaded, so the first read exists on day one.
A flat $250 a year, for one organization. No sales call, no implementation.
Five years of the organization's finances set against its sector, on the public filing and on the figures you keep current. Peer context is the one thing internal reporting cannot provide.
Every filing, review, and renewal, across compliance, operations, and the board, each one dated and sourced. It holds the full year, and recomputes when the record or the profile changes.
A read through the lens, once a month. Free to anyone, member or not.
A flat $250 a year covers one organization and every instrument.
Billing is not yet open. Membership activates without charge during the preview period.
The read on the public filing uses data that is already public. The figures you add are not.