Interactive DemoSample Data Only

Explore Grant Atlas with sample nonprofits

Browse 6 pre-loaded nonprofit profiles to see how Grant Atlas presents financial analysis, governance data, risk signals, and diligence scoring. This demo uses synthetic data — no real filing lookups are made.

Search Real Nonprofits →Go to Workspace

Demo profile — This is synthetic data for demonstration purposes. Financial figures, board members, and governance details are illustrative only.

demo dossiermoderate risk

Applicant dossier

Harbor Homes

Expands housing stability for families exiting emergency shelter through case management, rental support, and landlord partnerships.

Harbor Homes is now credible enough for a first-pass recommendation, with the remaining risk centered on missing context rather than missing data.

HousingFamily StabilityHomelessness Prevention
Founded
2014
Location
Newark, NJ
NTEE
L41
Last 990
2024-06

Decision lane

Advance with questions

The dossier is credible enough to keep moving, but the next conversation should target a few known diligence gaps.

Diligence score
84/100
Saved notes
0
Latest revenue
$4.3M
Website
Source linked

Workspace review

Internal scorecard

Not saved

Blended score

75

Suggested baseline from filing-backed data

Latest revenue

$4.3M

Internal notes

00

Decision status

Screening

Last synced

Not yet

Finance

Liquidity, liabilities, and reserve posture.

Governance

Board depth, independence, and control signals.

Program

Program spend and operating clarity.

Momentum

Growth quality and revenue resilience.

Analyst summary

Capture the one-paragraph take you would surface in an investment memo.

Review notes

Thread the key questions, call notes, or board feedback directly into the dossier.

Save this dossier or add the first note to turn the profile into a real review workspace.
✓

No red flags detected

Loading decision history...

Record decision

Log your decision for Harbor Homes

Outcome

Revenue momentum

+6%

Change in annual revenue versus the prior filing.

Funding concentration

69%

Share of revenue that appears to come from contributions and gifts.

Reserve durability

4.1 mo

How many months of annual expenses current net assets appear to cover.

Governance independence

75%

Share of listed board members that appear independent from management.

Financial trends

Visual snapshot

4-year financial trendline from IRS 990 filings (2021–2024).

Revenue

$4.3M

(2024)↑

Expenses

$4.2M

(2024)↑

Program Ratio

83%

(2024)↓

Funder landscape

Who else funds this nonprofit

3 funders$775k total

Unique Funders

3

No repeat funders yet

Total Funding

$775k

Avg grant $258k

Top Funder Concentration

Moderate

58%

Eastport Family Foundation

Diversity Score

+ Growing

86/100

FunderTotal GivenGrantsYears ActiveAvg Grant

Eastport Family Foundation

$450k

1

2024

$450k

Newark Opportunity Fund

$200k

1

2023

$200k

Mercer Corporate Giving

$125k

1

2022

$125k

Grant lifecycle

Where this applicant is in the process

Progress

0%

Step 1Current

Discover

Search by EIN or name, load the public record, and prefill what is already knowable.

Step 2Upcoming

Screen

Check baseline fit, financial shape, and compliance posture before spending team time on deep review.

Step 3Upcoming

Diligence

Capture notes, score the applicant, and close the key questions that still block confidence.

Step 4Upcoming

Decide

Summarize the case, recommend or decline, and prepare the internal handoff.

Step 5Upcoming

Monitor

After approval, keep filings, compliance, and change alerts current over the life of the grant.

What happens next

Best next actions

Save this applicant into the workspace so the grant can move beyond discovery.
Request the missing applicant inputs next: Grant request and State compliance.
What share of 2025 revenue is already committed versus still in proposal stage?

Screening checkpoint

State compliance

New Jersey

Lookup ready

An official state registry path is available, but the applicant's current registration status still needs to be confirmed during screening.

Agency

New Jersey Division of Consumer Affairs

Source

New Jersey charity registration guidance

Open registry path

Monitor

What should stay on the watchlist

These cues are lifecycle-aware. They change based on whether the applicant is still being screened, already in diligence, or close to a recommendation.

Confirm state registration status

medium

An official state registry path is available, but the applicant's current registration status still needs to be confirmed during screening.

Close the remaining applicant intake

medium

Still missing grant request and state compliance before the dossier is truly decision-ready.

Financial history

Trendline and resilience

Live records carry board and governance detail from the latest 990 XML while preserving the multi-year trendline that makes first-pass diligence fast.

2021

82% program

Revenue

$3.2M

Expenses

$3.1M

Contributions

$2.3M

Reserve cover

5.9 months

Net assets

Unavailable

Liabilities

Unavailable

2022

84% program

Revenue

$3.7M

Expenses

$3.5M

Contributions

$2.5M

Reserve cover

6.2 months

Net assets

Unavailable

Liabilities

Unavailable

2023

85% program

Revenue

$4.0M

Expenses

$4.0M

Contributions

$2.8M

Reserve cover

5.4 months

Net assets

Unavailable

Liabilities

Unavailable

2024

83% program

Revenue

$4.3M

Expenses

$4.2M

Contributions

$3.0M

Reserve cover

4.1 months

Net assets

Unavailable

Liabilities

Unavailable

Automated brief

Signals worth debating

strengthlow

Program spending has stayed above 80% for four straight years.

Expense mix is steady and indicates funds continue to flow primarily into direct housing support and case management.

watchoutmoderate

Cash runway fell from 6.2 months to 4.1 months.

The organization is still viable, but liquidity is tightening while annual operating scale continues to rise.

questionmoderate

Board composition is strong, but fundraising participation is unclear.

The board shows legal and banking expertise, yet the current record does not show whether every member contributes or solicits gifts.

Priority diligence asks

    Governance

    Board and leadership

    Demo dossiers show idealized records. Live profiles hydrate officers, directors, mission text, and governance counts from the latest XML filing.

    NameRoleIndependentSince

    Maya Thompson

    Thompson Legal Group

    Board ChairYes2020

    Luis Ramirez

    Community First Bank

    TreasurerYes2021

    Jasmine Patel

    Patel Urban Planning Studio

    SecretaryYes2022

    Kendra Fields

    Harbor Homes

    President & CEONo2018

    Grant history

    Recent awards

    Eastport Family Foundation

    2024

    $450,000

    Rapid rehousing and landlord incentive pool

    Renewal signal: high

    Newark Opportunity Fund

    2023

    $200,000

    Shelter diversion case management

    Renewal signal: medium

    Mercer Corporate Giving

    2022

    $125,000

    Emergency rental assistance bridge fund

    Renewal signal: medium

    Renewal intelligence

    Grant performance analysis

    2 modify

    Eastport Family Foundation — 2024

    $450,000

    Rapid rehousing and landlord incentive pool

    ? Insufficient DataLow confidence

    Insufficient financial history to compare pre-grant and post-grant performance.

    Newark Opportunity Fund — 2023

    $200,000

    Shelter diversion case management

    ~ Modify TermsModerate confidence

    Mixed post-grant performance with 3 of 5 metrics improving. Consider modifying grant terms or adding reporting requirements before renewal.

    Metric

    Pre-grant (2021)

    Post-grant (2024)

    Change

    Total Revenue

    $3.2M

    $4.3M

    +33%

    Total Expenses

    $3.0M

    $4.2M

    +37%

    Program Ratio

    82%

    83%

    1.0pp

    Reserve Coverage

    5.9mo

    4.1mo

    -1.8mo

    Contributions

    $2.3M

    $3.0M

    +32%

    Mercer Corporate Giving — 2022

    $125,000

    Emergency rental assistance bridge fund

    ~ Modify TermsModerate confidence

    Mixed post-grant performance with 3 of 5 metrics improving. Consider modifying grant terms or adding reporting requirements before renewal.

    Metric

    Pre-grant (2021)

    Post-grant (2024)

    Change

    Total Revenue

    $3.2M

    $4.3M

    +33%

    Total Expenses

    $3.0M

    $4.2M

    +37%

    Program Ratio

    82%

    83%

    1.0pp

    Reserve Coverage

    5.9mo

    4.1mo

    -1.8mo

    Contributions

    $2.3M

    $3.0M

    +32%

    Trust layer

    How reliable this dossier is today

    This shared trust model now understands both public-source coverage and applicant-supplied answers, so the interface can move cleanly from screening into diligence without re-asking the same questions.

    Coverage

    85%

    How complete the public-source record is today.

    Freshness

    Fresh

    How recently the core evidence was verified.

    Confidence

    Medium confidence

    How safe it is to lean on this dossier in review.

    Identity spine

    Verified

    Core entity fields are anchored in public registry-style sources.

    Coverage

    100%

    FreshMedium confidence
    100% of the core identity fields are already populated.
    IRS or ProPublica sources are attached to the record.
    A public website is already linked for applicant-facing context.

    Financial record

    Partial

    The dossier has enough filing history to support a first-pass financial screen.

    Coverage

    50%

    FreshMedium confidence
    4 filing periods are loaded into the trendline.
    No direct filing PDF is attached to the latest record yet.
    The latest record still lacks a complete balance-sheet view.

    Governance

    Verified

    Board and leadership records are loaded, but affiliations and independence may still need confirmation.

    Coverage

    100%

    FreshMedium confidence
    4 board or officer records are present.
    3 listed leaders appear independent from management.
    Governance data is tied to filings or the organization website.

    Compliance posture

    Needs attention

    An official state registry path is available, but the applicant's current registration status still needs to be confirmed during screening.

    Coverage

    100%

    FreshMedium confidence
    IRS-style entity status is represented in the dossier.
    New Jersey Division of Consumer Affairs is the current state compliance path for this applicant.
    State registration is not yet confirmed inside the dossier.
    The latest filing period shown is 2024-06.

    Risk context

    Verified

    External risk context exists beyond the filing-backed narrative.

    Coverage

    75%

    FreshHigh confidence
    3 structured diligence signals are already in the dossier.
    2 signals need follow-up before advancement.
    At least one external benchmark or compliance source is linked.

    Ask only what is missing

    Applicant intake

    Public data handles the repeatable facts. This intake layer only captures the custom answers the grant team still needs for this specific request.

    Already prefilled

    • Identity details like EIN, name, NTEE, and location are already prefilled for Harbor Homes.
    • 4 filing-backed financial periods are already loaded into the dossier.
    • 4 board and officer records are already attached.
    • Mission framing and website context are already linked.
    • 3 historical awards are already present in the record.

    Grant request

    high

    What amount are you requesting, over what period, and what specific use of funds should this grant support?

    Public filings do not explain the purpose of this specific request, so the reviewer still needs the actual ask.

    Save once the answer is clean enough to reuse in screening, memo writing, and later mobile review flows.

    State compliance

    high

    Please share your current charitable registration status in the states where you solicit funds, plus any pending renewals or exceptions.

    The dossier does not yet have a state registration source attached, so compliance still needs direct confirmation.

    Save once the answer is clean enough to reuse in screening, memo writing, and later mobile review flows.

    Source map

    Where this dossier came from

    IRSVerified
    2026-03-13

    IRS Form 990 XML

    Primary source for leadership, compensation, and financial detail.

    ProPublicaReference
    2026-03-13

    ProPublica Nonprofit Explorer

    Used for easier multi-year comparison and quick filing lookup.

    State RegistryGuidance
    2026-03-13

    New Jersey charity registration guidance

    Official state registry guidance for manual compliance verification; current registration status still needs confirmation.

    WebsiteReference
    2026-03-13

    Organization Website

    Mission framing, service model, and public leadership roster.

    Charity NavigatorReference
    2026-03-13

    Charity Navigator Profile

    Third-party financial health and accountability rating.

    ProPublicaReference
    2026-03-13

    GuideStar / Candid Profile

    Candid transparency seal status and organizational overview.

    Open questions

    What the reviewer still needs

    1. What share of 2025 revenue is already committed versus still in proposal stage?

      This is still unresolved in the current public-source and internal review record.

    2. Does the board have a minimum give/get policy?

      This is still unresolved in the current public-source and internal review record.

    3. How exposed is the organization to a small number of housing-system contracts?

      This is still unresolved in the current public-source and internal review record.