Blend and analyze the data to determine which charity we will donate to given:
It needs to be in Colorado (see State field)
It should benefit people (see Grants to individuals? field)
They should actively be raising funds (see Fundraising activities? field)
We should be allowed to donate items, not just cash (see Deductible non-cash contributions? field)
The charity should be small and flying under the radar (Number of employees < 300; Advertising and promotion < $1,000)
But making a big impact (Total contributions > $5,000,000)
Once you've narrowed down the list based on the above criteria, rank the remaining charities based on fundraising efficiency and select the top charity! (see Fundraising expenses and Total contributions fields)
Extra credit: Come up with your own ranking criteria to identify a worthy charity in your neck of the woods!
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C:\Users\joe.lipski\OneDrive - Accenture\Alteryx\Santalytics\17eofinextract990.dat
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Table=`990$`
RightInputRows
Error
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Element Name
Description
Skip
1
Skip 1st 1
FirstRow
Warn
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Single
Profile
Fundraising Efficiency
Name
[State] = "CO"
Simple
=
State
True
fixed
2018-12-11 12:47:24
0
CO
2018-12-11 12:47:23
2018-12-11 12:47:23
[State] = "CO"
Formula
[Name] = "Tax period"
OR
[Name] = "Employer Identification Number"
OR
[Name] = "Grants to individuals?"
OR
[Name] = "Fundraising activities?"
OR
[Name] = "Deductible non-cash contributions?"
OR
[Name] = "Number of employees"
OR
[Name] = "Advertising and promotion"
OR
[Name] = "Total contributions"
OR
[Name] = "Fundraising expenses"
[Grants to individuals?] = "Y"
AND
[Fundraising activities?] = "Y"
AND
[Deductible non-cash contributions?] = "Y"
AND
[Number of employees] < 300
AND
[Advertising and promotion] < 1000
AND
[Total contributions] > 5000000
Custom
=
Grants to individuals?
True
fixed
2018-12-11 12:53:49
0
Y
2018-12-11 12:53:49
2018-12-11 12:53:49
[Grants to individuals?] = "Y"
AND
[Fundraising activities?] = "Y"
AND
[Deductib...
Average Fundraising Efficiency* = Average Fundraising Expenses* ÷ Average Total Contributions*
(When Calculating Using Form 990) = Average of Part IX line 25D* ÷ Average of Part VIII line 1h*
Fundraising Efficiency - Ascending
Horizontal
Santalytics Part 1