Financial Data for Social Impact
Perennial Insight standardizes financial data from social impact organizations so wealth managers, family offices, foundations, and researchers can analyze, compare, and act.
For informational and educational purposes only: not financial or investment advice.
Platform
Compare social impact organizations with consistent structures from audited financials and Form 990s.
Track financial performance across multiple years with line-by-line comparisons and visual charts.
Filter across organization types, states, and categories to surface exactly what you need.
Data Sources
Balance sheets, income statements, cash flow statements, and notes from audited financial reports.
Revenue, expenses, balance sheet, and executive compensation from tax-exempt organization filings.
Who uses Perennial Insight
Due diligence for impact investment opportunities
Portfolio monitoring and comparative analysis
Grantmaking research and program evaluation
Sector analysis and academic research
20+
Organizations
5+
Years of Data
3
Statement Types
100%
Public Sources