Case Study

Not-for-profit organization develops plans to improve its financial performance

Our client’s need

A not-for-profit organization wanted to obtain financial insight from the practices of other institutions while performing mandatory financial statement audit and associated tax services.

Baker Tilly solution

Baker Tilly provided financial ratios and benchmarks for the organization based on trends of more than thirty benchmarks and financial ratio analytic tools. Our work with not-for-profit clients across the nation allowed us to aggregate key financial information for the client. Additionally, Baker Tilly compared the ratios of the other organizations to the client and provided analytic commentary as to the strengths, weaknesses, and opportunities for improvement observed.

Results achieved

The organization used the survey results and analytical tools we provided as a means of assessing its financial vitality and developing a plan to improve financial performance in certain key areas.