Free Tools
Score your organization for free
Start with the InstitutionalOS Scorecard for a free read on all seven Health Index dimensions. Every tool here uses those same seven dimensions, is free, and needs no sign-up.
Get your score
InstitutionalOS Scorecard
Describe your organization in a paragraph. You'll get a score on all seven dimensions, your lowest dimension, and a 90-day target, using the same system as the paid diagnostic.
Get Your Free Score →Or answer 21 questions · 7 minutesNonprofit Sustainability Self-Assessment
Rate 21 practices across all seven dimensions by the evidence you could show. You'll get your likely constraint, a 90-day action, and the deeper tool that fits.
Take the Self-Assessment →Get on the path to a Candid Seal
Candid Seal Path
See which of Candid's free Seals of Transparency you qualify for, what to post today, and the work behind each level up to Platinum. Funders use these Seals to screen applicants.
Find Your Path to Platinum →Your resultsYour Health Index
Every tool you take, combined into one profile on all seven dimensions, with your Candid Seal level, your progress over time, and a page to print for your board.
See Your Health Index →Go deeper on one area
Each goes further on one or two of the seven dimensions, grounded in its own named research. Every tool you take adds to your Health Index: one profile on all seven dimensions, saved only in your browser. How scoring works.
Revenue & Growth Score
Nine numbers from your budget and donor database, scored against reserve, liquidity, diversification, and donor-retention benchmarks. Look up your organization to start from your filed Form 990.
Dimensions: Revenue and Financial Health
Best if you have your financials handy.
Start →8 minutesInstitutional Advancement Score
The fundraising program behind the numbers: gift portfolios, stewardship, campaign readiness, events, and planned giving.
Dimensions: Revenue and Financial Health
Best for development leaders.
Start →7 minutesLeadership & Operations Score
Governance, succession and bench strength, organizational alignment, and capacity for change.
Dimensions: Leadership and Organizational Capacity · Governance and Risk
Best before a leadership transition.
Start →7 minutesSustainability Strategy Score
Strategic clarity, risk management, and execution, combined with your Revenue & Growth and Leadership scores into one strategic view.
Dimensions: Strategy and Positioning · Governance and Risk · Program and Impact Evidence
Best taken last, after the two above.
Start →Rather talk it through?
A 30-minute conversation is the fastest way to find where to focus.
Schedule a Strategy Conversation