Name: Association Finance &amp; Operations Navigator: Operating Ratio Metrics to Evaluate Organizational Health, Custom Comparison Service
SKU: 36488
Availability: InStock

Designed for CEOs, COOs, chief financial officers, senior executives, and board members, this benchmarking service provides a clear, data-driven framework for evaluating organizational performance. It enables leaders to compare financial and operational benchmarks of your own organization compared to the selected comparison group, measure key performance ratios, and identify potential areas for improvement. This research was formerly known as the Association Operating Ratio Report.

For organizations seeking deeper, more tailored insights, the Custom Comparison Service delivers a highly personalized benchmarking experience built around your specific needs. Going beyond the Standard Report, this service allows you to define your own peer group using more refined criteria, such as employee count, scope, state or region, industry, primary revenue source, mission focus, or even a hand-selected list of organizations, ensuring your comparisons are as relevant and actionable as possible.

This enhanced analysis includes expanded multi-year benchmarking data (2019–2023) with averages, medians and percentiles for all years, providing a more complete view of trends and performance over time. In addition, ASAE applies the same calculations directly to your organization’s data (Form 990), allowing you to see exactly how you compare against your customized peer group across key financial and operational metrics.

Purchasers can track trends over time to inform strategic decision-making, develop thoughtful recommendations for resource allocation, and confidently support board-level presentations with credible, comparative data.

The service also includes a consultation with ASAE experts to refine your comparison parameters and help you interpret the results, ensuring you gain meaningful, decision-ready insights. The result is a powerful, organization-specific benchmarking tool that supports strategic planning, board discussions, and data-driven decision-making with a level of precision not available in standard reports.

The Custom Comparison Service provides the depth, flexibility, and expert support needed to move from general benchmarking to targeted, high-impact analysis.

Your custom analysis will be completed and delivered within 10 business days. A digital download of the Standard Report will be provided via a digital download immediately after purchase.

Review the FAQs for complete details on both the Standard Report and the Custom Comparison Service.

If you have previously purchased the Standard Report, you can upgrade to the Custom Comparison Service at a special $800 rate. If you add the Custom Comparison Service to your cart, the discount should be applied. Also, Small Staff (1-9 staff) ASAE Organization Members qualify for a discounted rate of $800. Contact the ASAE Member Service Center to purchase with that special rate.