About Perennial Insights

Making Social Impact Financial Data Accessible

Perennial Insights is a financial data platform aggregating audited financials and Form 990 data from CDFIs, nonprofits, and foundations into one standardized, searchable database.

Important: This platform provides data for informational and educational purposes only. We do not provide financial, investment, legal, or tax advice.

The Challenge We're Solving

Social impact organizations - CDFIs, nonprofits, and foundations - publish financial data across different formats: audited financials, Form 990s, and annual reports. Comparing organizations requires manually collecting and standardizing this data.

Perennial Insights aggregates this data into one platform, making it easy to search, compare, and analyze financial performance across the social impact sector.

16+ Organizations & Growing
Standardized data from CDFIs, nonprofits, and foundations

Multiple Data Sources

We process audited financials from CDFIs and Form 990 data from nonprofits and foundations.

Standardized Format

All data is structured consistently for year-over-year comparisons across organizations.

Multi-Year Trends

Track financial performance over time with up to 5 years of historical data.

Who Uses This Platform

Investment professionals, philanthropic advisors, and researchers analyzing social impact organizations.

Wealth Managers

Due diligence for impact investment opportunities

Family Offices

Portfolio monitoring and comparative analysis

Foundations

Grantmaking research and program evaluation

Researchers

Sector analysis and academic research

Important Disclaimer

Perennial Insights is a financial data platform that aggregates publicly available information from audited financial statements and IRS Form 990 filings. This platform is provided for informational and educational purposes only.

This platform does not provide:

  • Financial advice or investment recommendations
  • Legal advice or counsel
  • Tax advice or planning services
  • Consulting or advisory services (unless separately contracted)

Users should conduct their own due diligence and consult with qualified financial, legal, and tax professionals before making any investment or financial decisions.

While we strive for accuracy, we make no representations or warranties about the completeness, accuracy, or reliability of the data presented. Financial data is sourced from publicly available documents and may contain errors or omissions from the original sources.

Ready to Access the Data?

Contact us to learn about pricing and access options for the platform.