Organization Brain

Step 1 of 7

Organization Identity

Basic information about your organization — used in every narrative you generate.

Organization Type *

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Nonprofit Organization

501(c)(3), social service, foundation, faith-based

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For-Profit / Social Enterprise

LLC, corporation, B Corp, startup applying for grants

Legal Organization Name *

DBA / Common Name

EIN (Tax ID) *

Year Founded

Entity / Organization Type *

Parent Organization

Street Address *

City *

State *

ZIP Code *

County *

Used to auto-pull Census & HUD data for your service area.

Phone

Primary Email *

Website

Step 2 of 7

Mission & Vision

These statements anchor every narrative — funders read them closely.

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Your mission statement is the foundation of every narrative. Use your official language from your 990, website footer, or board-approved documents.

Mission Statement *

0 characters

Good mission statements are 1–3 sentences: WHO you serve + WHAT you do + WHERE/HOW. Funders quote these directly.

Vision Statement

Optional but powerful. What does success look like for your community?

Organizational Background *

Example: "[Organization Name] was founded in [YEAR] to address [the problem]. Over [X] years, we have served [X] individuals and have become the only [describe unique role] in [community/region]."

Core Values (optional)

Step 3 of 7

Programs

Add each program your organization runs. The AI will pull from these when writing Program Description sections.

Step 4 of 7

Population Served

Describe who you serve — funders use this to assess fit. Be specific.

Primary Demographics Served *

Annual Unduplicated Count *

Total unique individuals served in the most recent year (not visits/contacts).

Geographic Service Area *

Geographic Reach

Average Length of Stay / Engagement

Population Description *

Example: "[Organization] serves [population], many of whom [describe circumstances]. The majority [describe key challenges]. [Your county/city] has no other [describe unique role or gap you fill]."

Eligibility Criteria

Step 5 of 7

Outcomes & Impact

Your measurable results — the most scrutinized part of any grant application.

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What funders want: Specific numbers, percentages, and timeframes. "We served 61 women" is good. "89% of residents secured stable housing within 90 days of discharge" is excellent. Add both types.

Women Served (Most Recent Year)

Children Served (Most Recent Year)

Report Year

Bed / Unit Capacity

Key Outcome Metrics

Add your most important measurable outcomes. These will be injected into narratives automatically.

Additional Impact / Success Stories (optional)

Step 6 of 7

Financials

Funders assess organizational health and sustainability through your finances.

Annual Operating Budget *

Budget Year

Funding Sources Breakdown

Approximate percentages — should total 100%.

Government / Public

Foundation / Grants

Individual Donors

Program Revenue / Fees

Largest Single Funding Source

Operating Reserve (months)

Compliance Status

Most Recent Audit Year

Auditor / CPA Firm

Step 7 of 7

Documents & Leadership

Grant applications frequently ask for staff bios and document checklists.

Leadership

Executive Director / CEO Name *

Executive Director Email

Executive Director Background (for bios)

Board President Name

Board Treasurer Name

Number of Board Members

Board Meeting Frequency

Document Readiness

Check which documents you currently have ready to attach to grant applications.

Notes / Additional Context

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You're almost done! After saving, you'll be taken to the dashboard where you can start generating your first grant narrative.