How To Use GuideStar Pro

Document created by robin.burdick Employee on Mar 14, 2017Last modified by communitymanager on Jul 16, 2018
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Find Organizations and Identify Decision Makers Within An Organization

Search and filter organizations by name, granular income, expense, assets, and number of employees.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Compare and Identify Current and Prospective Nonprofit Partners and Clients

Compare up to 5 organizations side-by-side with GuideStar Pro’s Peer Analysis feature.

  1. Search Guidestar to find organizations to compare.
  2. Choose Add To Peer Analysis next to the organization name in your search results.
  3. Add up to 5 organizations.
  4. Choose Tools from the gray toolbar (on the right side of the page).
  5. Choose View Peer Analysis to view key financial trends and ratios for the peer comparison you selected.

 

Check out the Peer Analysis tutorial video.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Review Annual Financial Trends

View a side-by-side snapshot of a nonprofit organization over 5 years.

  1. Search Guidestar to find an organization.
  2. Select a Nonprofit Profile.
  3. Choose Financials in the navigation toolbar or scroll down to Financial data.
  4. Choose Financial Trends Analysis to view a side-by-side snapshot of a nonprofit organization over 5 years.

 

Check out the Financial Trends Analysis tutorial video.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Verify An Organization's Eligibility

With GuideStar Charity Check now built into GuideStar Pro easily verify an organization's eligibility to accept tax-deductible contributions.

  1. Search Guidestar to find an organization.
  2. Select a Nonprofit Profile.
  3. Open the dropdown menu next to GuideStar Charity Check (located on the right side of the page).
  4. Select View Charity Check Summary Report or View Full Charity Check Report (PDF)

 

Check out this helpful guide to access reports, manage watch lists, and create alerts, using GuideStar Charity Check.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Download In-Depth Nonprofit Information

Download data structured for analysis.

  1. Search Guidestar to find organizations to compare.
  2. Choose Download next to the organization name to add the organization to your download queue.
  3. You can download 5000 organizations per month.
  4. Choose Tools from the gray toolbar (on the right side of the page).
  5. Choose Download Queue to access the list.
  6. Download all data saved to your queue or select organizations for download.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

GuideStar Pro FAQs

 

Can you increase the limit of monthly organization downloads per month?

Unfortunately, we can't increase the limit of 5,000 monthly organization downloads per month.  Your limit will reset back to "0" on the 1st of every month.

 

Are there download options for my Excel report?

We provide you with the full range of data upon download. If you would like to filter the downloaded information, you may do so within the Excel report.

 

How do I view and download a PDF Report and Forms 990 of the organization?
  1. Go to www.guidestar.org and sign in using your registered email address and password.
  2. Click the Search link in the toolbar located on the top left-hand side of your screen. This will take you to the GuideStar Search page.
  3. Search for a nonprofit by typing an organization name, Employer Identification Number (EIN), or keyword into the search bar.
  4. Click on the organization's name to view its GuideStar Nonprofit Profile. 
  5. To download a PDF report, click the PDF button in the top-right hand corner of your screen. 
  6. To download a Form 990, click the Show Forms 990 button and select the year you would like to view and download. 

 

 

How do I view and download audited financial data?

  1. Go to www.guidestar.org and sign in using your registered email address and password.
  2. Click the Search link in the toolbar located on the top left-hand side of your screen. This will take you to the GuideStar Search page.
  3. Search for a nonprofit by typing an organization name, Employer Identification Number (EIN), or keyword into the search bar.
  4. Click on the organization's name to view its GuideStar Nonprofit Profile. 
  5. Scroll down to the Financials section and click Download Audited Financials.
  6. You can also adjust the year of the financial data by clicking the drop-down menu displaying a year, located above the Revenue and Expenses section.

 

7. You may also download financial data by clicking the Download button, located beneath the Revenue and Expenses Balance Sheet and sections. 

 

 

 

How do I download the Letter of Determination, Form 1023/1024 and five most recent years of officer and director compensations?

  1. Go to www.guidestar.org and sign in using your registered email address and password.
  2. Click the Search link in the toolbar located on the top left-hand side of your screen. This will take you to the GuideStar Search page.
  3. Search for a nonprofit by typing an organization name, Employer Identification Number (EIN), or keyword into the search bar.
  4. Click on the organization's name to view its GuideStar Nonprofit Profile. 
  5. Scroll down to the Operations section.
  6. To download the Letter of Determination or Form 1023/1024, look on the right-hand side of the screen. If the document is available, you will see a page icon next to the document's name. Click the document name to download.
  7. To download the five most recent years of officer and director compensation, open the Officers, Directors, Trustees, and Key Employees tab. Click Download.
  8. Adjust the year to view and download the most recent five years' worth of data. 

 

 

 

How do I download the five most recent years of highest paid employees data?

  1. Go to www.guidestar.org and sign in using your registered email address and password.
  2. Click the Search link in the toolbar located on the top left-hand side of your screen. This will take you to the GuideStar Search page.
  3. Search for a nonprofit by typing an organization name, Employer Identification Number (EIN), or keyword into the search bar.
  4. Click on the organization's name to view its GuideStar Nonprofit Profile. 
  5. Scroll down to the Operations section.
  6. To download the the five most recent years of highest paid employees data, click on the second tab titled Highest Paid Employees. 
  7. Adjust the year to view and download the highest paid employee data. 

 

 

How do I download the most recent year of the board of directors?

  1. Go to www.guidestar.org and sign in using your registered email address and password.
  2. Click the Search link in the toolbar located on the top left-hand side of your screen. This will take you to the GuideStar Search page.
  3. Search for a nonprofit by typing an organization name, Employer Identification Number (EIN), or keyword into the search bar.
  4. Click on the organization's name to view its GuideStar Nonprofit Profile. 
  5. Scroll down to the Operations section.
  6. To download the most recent year of the board of directors, click on the tab titled Board of Directors. 
  7. Click the Download button, which is located on the right-hand side of the screen. 

 

What if my question wasn't answered here?

Create a support case.

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