Why teams use Impala Due Diligence Reports

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Saving time: Impala eliminates manual data collection for teams and lifts the administrative weight from grantees

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Spoting risks in seconds: Impala flags risks automatically, tying every insight to a specific metric so teams can focus on what's important

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Standardizing work across the org: All reports are exportable, allowing teams to share insights with board/management in a unified way

What you get in this report

A standardized, board-ready report with clear metrics and insights.

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AI Insights Overview

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Charity Status/IRS Check

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Financial Sustainability

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Liquidity, solvency, and efficiency ratios

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Effective governance and board policies

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All grants and funders at a glance

Frequently Asked Questions

Got more questions?

We're here to assist you!

What financial insights does this report provide?

See net income, revenue trends, program vs. admin/fundraising ratios, liquidity and LUNA, cash reserves, debt levels, funding concentration, every grant given, and all funders.

How can I trust the accuracy of the metrics?

Every report is based on data that was reported by the organization in their 990 forms or in verified audits submitted to the Federal government. Each report also includes a detailed methodology page that explains calculations and show the exact place each data point came from.

What's included in the charity verification and IRS status part?

Each report covers the organization's good standing with the IRS, including whether they were ever revoked, pub 78 status, placement in the IRS Business Master File, public percentage test analysis, type of 501(c) and more.

What can I learn about the organization's funders?

Each report highlights the top funders and the biggest grant it received. It also includes links to see every grant received by the organization and all of its funders.

Can the report provide information about the financial situation of an org?

Yes. Impala's DD reports are extremely comprehensive, covering more than 40 financial datapoints and trends across time, so you can see not just a point in time, but an organization's general direction

How up-to-date is the information?

Impala is directly connected to the IRS databases, ensuring every new 990, federal audit, or change in status is immediately updated on the report. Each report includes a time stamp to ensure you can track changes

Can I share the report with my board or team?

Absolutely. Each report is exportable to a PDF, so you can easily share it with your colleagues, management team, board members and trustees.

Can I define my own custom red-flags and risks?

Yes. We understand risk is a subjective concept, changing from funder to funder. Therefore, Impala allows each user to create their own custom template of what constitutes a flag, looking at each organization through their own custom lens