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Enhancing Nonprofits' Financial Stability with Bernstein's Innovative Assessment Tool

In an effort to fortify the financial resilience of nonprofit organizations, Bernstein Private Wealth Management has introduced an innovative Nonprofit Financial Health Assessment tool. This digital resource will officially launch on September 23, 2026, coinciding with Bernstein's Foundation and Institutional Advisory Forum, where influential leaders from the nonprofit and philanthropic sectors will gather for a two-day event.

The Nonprofit Financial Health Assessment tool is designed to offer nonprofits—and their governing boards—a structured approach towards understanding and evaluating their financial position. By focusing on key indicators, organizations can identify their strengths, areas of risk, and incorporate these insights into their future strategies. The tool evaluates six quantitative metrics, such as administrative ratios and debt service coverage, all benchmarked against national standards tailored to similar-sized organizations. Furthermore, it also takes into account qualitative factors like revenue diversification and governance practices, crucial for a comprehensive understanding of financial health.

Rick Meyers, who serves as the Executive Managing Director at Bernstein, remarked, "This launch equips our advisors with digital tools and resources that help them better serve nonprofit and philanthropic clients." This sentiment echoes the growing concern among nonprofit leaders and their boards, who are often confronted with economic unpredictability and limited resources. Enhanced transparency and a solid framework assist advisors in guiding nonprofit boards in making informed decisions amid these challenges.

Bernstein's tool not only aligns with its Reserves Analysis Tool, which helps evaluate optimal cash reserves, but also provides a thorough diagnostic across various operational elements—liquidity management, revenue streams, endowment strategies, and governance. Together, these resources deliver nonprofits a holistic view of their financial sustainability, allowing them to plan ahead with greater confidence.

Marisa Swystun, Senior National Director at Bernstein, emphasized the importance of appropriate analytical resources in the nonprofit sector, stating, "Leaders are seeking sophisticated yet straightforward tools to guide their decision-making processes," further asserting that the new resource provides a unified perspective essential for long-term financial sustainability.

The launch builds upon Bernstein's rigorous research, titled Measuring the Financial Health of Mid-Sized Nonprofits, conducted alongside the Lilly Family School of Philanthropy at Indiana University. This research leveraged data from over 800,000 IRS Form 990 submissions and in-depth case studies to pinpoint best practices in nonprofit financial management.

For nearly 60 years, Bernstein has maintained a comprehensive approach in its advisory services to nonprofits, philanthropic entities, and private foundations. The Foundation and Institutional Advisory team at Bernstein supports over 1,000 organizations across the country, offering custom tools and insights to enhance their management and fundraising capabilities. As of June 30, 2026, Bernstein oversees an impressive $167 billion in assets under management, underscoring its commitment to not only guiding clients through their investment management needs but also ensuring their long-term operational health.

In a landscape where nonprofits must navigate escalating demands and complexity, Bernstein’s Financial Health Assessment Tool represents a significant step towards enhancing their strategic planning capabilities and overall sustainability. Nonprofits now have a vital resource at their disposal, fostering informed decision-making and stronger communication with their stakeholders—ultimately leading to a more robust financial future.

The comprehensive approach that Bernstein takes in its advisory endeavors helps philanthropic organizations better address emerging challenges while fostering a climate of transparency and engagement with donors. As financial landscapes evolve, such tools not only enhance operational health but also ensure that nonprofits can continue fulfilling their essential missions, fostering community health and welfare.

About Bernstein Private Wealth Management

Bernstein Private Wealth Management, a division of AllianceBernstein L.P., specializes in addressing the unique needs of ultrahigh- and high-net-worth clients, encompassing a holistic approach to financial management, life transitions, and investment planning. Leveraging innovative research and state-of-the-art solutions, Bernstein has set itself apart in the competitive landscape of wealth management. As a subsidiary of Equitable Holdings, Inc., Bernstein remains committed to its clients' success, managing over $909 billion in assets as of July 31, 2026.