• Jeffrey

    Member
    October 29, 2024 at 11:15 am

    Thank you, Nancy! Posting your insightful comments and providing the article was very generous. I added it to my reading list for this weekend. I am not familiar with calculating Liquid Unrestricted Net Assets (LUNA) or how to interpret it, but I am eager to learn.

    Based on my research and some previous general advice, I have attempted to conduct a retrospective study using publicly available US IRS Form 990 data. However, I was stymied with analyzing and interpreting the data. For instance, I have been trying to decide whether a single-case or group design would be appropriate for examining longitudinal changes for a specific nonprofit or comparing it with a similar nonprofit. Can you provide me with any references or guidance to help with this? Along which dimensions would a comparison nonprofit be identified?

    I would greatly appreciate your advice on alternative nonprofit data sources or metrics. I’m unsure whether IRS Form 990 data is the most effective method for assessing a nonprofit organization’s performance during due diligence. Your suggestions would be invaluable in analyzing and interpreting impact, activity, or capacity measures.

    Thank you for your time and willingness to share your expertise. Your support in furthering my nonprofit finance education is invaluable and greatly appreciated.

    Respectfully,

    Jeffrey

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