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Peer Organizations

Learn how to use Instrumentl's Peer Prospecting features to identify, track, and evaluate peer organizations.

Kyle Ward avatar
Written by Kyle Ward
Updated over a week ago

Instrumentl's Peer Prospecting features are crafted to empower Nonprofit Professional Plan users to discover, track, and analyze peer organizations. These tools streamline the process of identifying funders of similar nonprofits, saving you time and boosting your research efficiency.

To get started, add your Organization EIN in the Organization Profile in your Account settings to compare with your peers

Peer Prospecting features are divided into three main components:

  1. Peer List

Access the Peer List in two ways:

  • Under the LISTS section in the left-hand navigation (below projects).

  • By clicking the “Create Peer List” or “Edit Peer List” link on the new funder matches filter.

In the Peer List, users can add or remove peers on the left side, while the right side displays the 990 page of the selected peer.

Note: Currently, only US nonprofit peers (990 filing entities) are supported.

To add a peer:

  1. Select the + Add Peer button.

  2. Search for the peer organization.

  3. Click the + button next to the selected peer to save it.

2. New Recipient Insights

Organization Comparison

Quickly see how you stack up against other organizations with our comparison table. Key metrics are highlighted and differences are shown to help you identify potential peers based on size, revenue, and grant history.

Funding History

Get a detailed view of peers' past awards with two viewing options:

  • All Time Funders (default): Lists all funders, showing:

    • Average Amount: Average received from each funder, with comparisons to the funder's typical award.

    • Last Granted: Most recent grant year.

    • Total Awards: Total number of awards. Click the down arrow to expand details.

  • By Year View: Visualizes award details for each year.

3. New Filter on Funder Matches

Narrow down funder matches to those who have supported your peer organizations. Access the Peer List through the “Create or Edit Peer List” link. The circled number shows how many peers are saved, which helps refine funder matches.

For any questions or assistance, please contact us via chat or email at hello@instrumentl.com.

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