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Cause IQ has a new "KPIs and financial metrics" search filter subsection, which contains 26 new fields that we added from customer feedback. You can access the new "KPIs and financial metrics" subsection within the search filter sidebar's "All" filters tab. Here's a look at where you can access the new subsection and the corresponding filters:

Here's a list of the fields in the new "KPIs and financial metrics" search subsection (these are available to search, display, and export). You'll see the field name, data source, and a brief definition. Fields with an asterisk (*) next to their name are new fields that we just added:

Operating budget
Source: Cause IQ research
Amount of expenditures organization uses to operate, subtracting grants and member benefits from total expenditures

Net assets, or fund balances
Source: Form 990, Part I, Line 2
Net assets, also called fund balances, of the organization. Defined by total assets minus total liabilities

Unrestricted net assets
Source: Form 990, Part X, Line 27
Unrestricted net assets are neither permanently restricted nor temporarily restricted by donor-imposed stipulations. All funds without donor-imposed restrictions must be classified as unrestricted, regardless of the existence of any board designations or appropriations.

Temporarily restricted net assets
Source: Form 990, Part X, Line 28
Donors' temporary restrictions may require that resources be used after a specified date (time restrictions), or that resources be used for a specified purpose (purpose restrictions), or both.

Permanently restricted net assets
Source: Form 990, Part X, Line 29
Permanently restricted net assets are (a) assets, such as land or works of art, donated with stipulations that they be used for a specified purpose, be preserved, and not be sold or (b) assets donated with stipulations that they be invested to provide a permanent source of income. The latter results from gifts or bequests that create permanent endowment funds.

Total margin
Source: Cause IQ research
Percentage of every dollar in revenue that the organization retains after expenses are accounted for

Acid test liquidity ratio
Source: Cause IQ research
Also called the "Quick ratio", measure of short term assets, defined by currently-available capital divided by immediate liabilities

Days cash on hand
Source: Cause IQ research
Number of days the organization could operate when using only its current cash and cash-equivalent reserves

Distribution ratio, average last five years*
Source: Form 990-PF Part V Line 3
Percent of qualifying net non-charitable assets that are distributed as charitable distributions, an average of last five years

Average investment return*
Source: Form 990 Part 1 Line 10 / ((Form 990 Part X Lines 11-13 Col A + Form 990 Part X Lines 11-13 Col B) / 2)
Investment income earned divided by average investable assets for the year

Growth in compensation expenses*
Source: (Current Form 990 Part I Line 15 - Past Year Form 990 Part I Line 15) / Past Year Form 990 Part I Line 15
Increase in compensation expenses this year compared to compensation expenses last year

Growth in all contribution and grant revenue*
Source: (Current Form 990 Part VIII Line 1h - Past Year Form 990 Part VIII Line 1h) / Past Year Form 990 Part VIII Line 1h
Increase in all contribution and grant revenue this year compared to all contribution and grant revenue last year

Fundraising cost per dollar raised*
Source: Form 990 Part IX Line 25 Col D / (Form 990 Part VIII Line 1c + Form 990 Part VIII Line 1f)
Average fundraising expenditures, in-house and external, required to raise one dollar of donation / contribution / grant revenue

Distribution ratio, current year*
Source: Form 990-PF Part V Line 1 [current year]
Percent of qualifying net non-charitable assets that are distributed as charitable distributions, current year

Average pledge collection time*
Source: ((Form 990 Part X Line 3 Col A + Form 990 Part X Line 3 Col B) / 2) / (Form 990 Part VIII Line 1h / 365)
Average number of days for pledged donations, grants, etc. (excluding non-cash contributions) to come in

Days donations and non-governmental grants in pledges receivable*
Source: Form 990 Part X Line 3 Col B / (Form 990 Part VIII Line 1f / 365)
Days pledged donations and non-governmental grants have yet to come in, as of fiscal year-end

Days donation, grant, and government grant revenues in pledges receivable*
Source: Form 990 Part X Line 3 Col B / ((Form 990 Part VIII Line 1e + Form 990 Part VIII Line 1f) / 365)
Days pledged donations, government grants, and other grants have yet to come in, as of fiscal year-end

Days expenses in accounts payable*
Source: Form 990 Part X Line 17 Col B / (Form 990 Part IX Line 25 Col A / 365)
Number of days of all expenses that are in accounts payable

Days membership dues revenue in accounts receivables*
Source: Form 990 Part X Line 4 Col B / ((Form 990 Part VIII Line 1b + Form 990 Part VIII Line 2a-e [membership-related]) / 365)
Number of days of membership dues and membership-related program service revenue in accounts receivable

Growth in expenses*
Source: (Current Form 990 Part IX Line 25 Col A - Past Year Form 990 Part IX Line 25 Col A) / Past Year Form 990 Part IX Line 25 Col A
Increase in expenses this year compared to expenses last year

Fundraising expense percentage*
Source: Form 990 Part IX Line 25 Col D / Form 990 Part IX Line 25 Col A
Percentage of all expenses, in-house and external, that are incurred in soliciting cash and noncash contributions, gifts, and grants

Management and general expense percentage*
Source: Form 990 Part IX Line 25 Col C / Form 990 Part IX Line 25 Col A
Percentage of all expenses that come from the organization's overall operations and management

Growth in membership revenue*
Source: ((Current Form 990 Part VIII Line 1b + Current Form 990 Part VIII Line 2a-e [membership-related]) - (Past Year Form 990 Part VIII Line 1b + Past Year Form 990 Part VIII Line 2a-e [membership-related])) / (Past Year Form 990 Part VIII Line 1b + Past Year Form 990 Part VIII Line 2a-e [membership-related])
Increase in membership revenue this year compared to membership revenue from last year

Months liquidity ratio*
Source: (Form 990 Part X Line 1 Col B + Form 990 Part X Line 2 Col B) / (Form 990 Part IX Line 25 Col A / 12)
Number of months expenses the organization can pay given current cash or cash equivalents on hand

Occupancy expenses per employee*
Source: Form 990 Part IX Line 16 / Form 990 Part I Line 5
Occupancy expense divided by number of employees reported on Form W-3

Occupancy expense to total revenue ratio*
Source: Form 990 Part IX Line 16 / Form 990 Part VIII Line 12
Occupancy expenses incurred per dollar of revenue, on average

Membership revenue percentage of total revenue*
Source: (Form 990 Part VIII Line 1b + Form 990 Part VIII Line 2a-e [membership-related]) / Form 990 Part VIII Line 12
Percentage of total revenue that comes from membership dues, member fees, etc.

Program service expense percentage*
Source: Form 990 Part IX Line 25 Col B / Form 990 Part IX Line 25 Col A
Percentage of all expenses that come from expenses related to carrying out program services

Growth in qualifying distributions*
Source: (Current Form 990-PF Part XII Line 4 - Past Year Form 990-PF Part XII Line 4) / Past Year Form 990-PF Part XII Line 4
Increase in qualifying distributions this year compared to qualifying distributions last year

Growth in restricted assets*
Source: (Current Form 990 Part X Line 29 Col B - Past Year Form 990 Part X Line 29 Col B) / Past Year Form 990 Part X Line 29 Col B
Increase in restricted assets this year compared to restricted assets last year

Growth in net assets*
Source: (Form 990 Part X Line 33 Col B - Form 990 Part X Line 33 Col A) / Form 990 Part X Line 33 Col A
Increase in net assets this year compared to net assets at beginning of the year

Growth in revenue*
Source: (Current Form 990 Part VIII Line 12 - Past Year Form 990 Part VIII Line 12) / Past Year Form 990 Part VIII Line 12
Increase in revenue this year compared to revenue last year

Tuition discount rate*
Source: (Form 990 Part IX Line 2 + Form 990 Part IX Line 3) / Form 990 Part VIII Lines 2a-e [tuition-related]
Percent of tuition revenue that is spent by the organization on institutional grants and scholarships to individuals

Tuition dependency*
Source: Form 990 Part VIII Lines 2a-e [tuition related] / Part VIII Line 12 Col A
Percent of organization's entire revenue that comes from tuition and student fees

Note: The fields with an asterisk (*) next to their name are new fields that were added from customer requests.