The assessment
Thirteen questions, one tap each
Turn on scripts to answer them here. Every guide this points at is readable without answering anything.
The five parts it scores
Each one is scored on its own and shown on its own, with the evidence underneath it. A part you have answered nothing for is left blank rather than counted as a zero.
Compliance readiness
Whether you can answer the filing questions, and whether the two federal files agree about you.
Worth 25 of the overall number.
Grant readiness
The documents and the history an application asks for before anyone reads what you wrote.
Worth 20 of the overall number.
Donor readiness
Whether there is a list, whether it gets thanked, and what the file says about deducting a gift to you.
Worth 20 of the overall number.
Funding readiness
Whether you can say what the money is for and put numbers behind it.
Worth 20 of the overall number.
Governance
How many people sit on the board, how often it meets, and what it writes down.
Worth 15 of the overall number.
What this number is, and what it is not
It is a readiness score about preparation, worked out here from two things: the answers you give, and the public federal records for your organization. Every line drawn from a federal file names that file and the date it was published, because those files are periodic extracts and they lag.
It is not a rating, and it is not a statement of your standing with the IRS. Nothing here comes from them, and nothing here decides whether your organization is exempt. Where the two federal files disagree about you, the score says so and treats the disagreement as the thing to resolve — it does not pick a side.
Answer again whenever something changes. The score moves with your answers and with the next extract, and the actions move with it.