Services
Reports That Update Themselves
Most foundations assume that updating a report means exporting spreadsheets, then copying, pasting, and cleaning until the numbers line up. It doesn't have to. I build reports that pull the latest funds, donors, grants, and GL data from Community Suite every time someone opens them, so they're updated in seconds, not hours. Anyone on staff can open one in a web browser and filter it to what they need. There's no month-end rebuild, and no specialist required.
Automation and Self-Service Tools
I've been building production integrations on the Community Suite API since its release. I've developed dozens of custom scripts to automate bulk updates that staff used to do by hand, built self-service tools such as on-demand mailing lists, and automated duplicate record detection.
Keep Multiple Systems in Sync
Community Suite is rarely the only system your staff use. Your development team may work in Raiser's Edge or Salesforce, and outreach may run through an email platform or an online giving tool. I connect them to Community Suite, so a gift or address change entered in one place shows up where it needs to, on its own. That means no retyping, no spreadsheet exports, and no guessing which system has the right donor record.
Recent work
Raiser's Edge to Community Suite, done in-house
A large community foundation's earlier move of its donor data from FIMS to Raiser's Edge took nine months and a six-figure consulting engagement. I wrote the data mapping and import scripts for it. Six years later, the foundation moved to Community Suite. Foundant handled the accounting data, and I moved everything in Raiser's Edge: the same donor history plus six more years, more than 300,000 records across 15+ data types. It took four months, and staff kept working throughout.
If you run Raiser's Edge alongside Community Suite, I already know how every record fits in both, so you aren't paying for a learning curve.
Reports that see across all of Community Suite
Community Suite's built-in reports work one area at a time. A grants report can't also show the same donor's gifts, so answering a cross-cutting question usually means exporting several spreadsheets and matching them up by hand. I built reports that combine grants, gifts, funds, and donor data in one place, and let staff filter and drill down from their web browser. Questions that used to take an afternoon of spreadsheet work now take a few clicks.
If your staff spend the first week of every month building reports in Excel, this is where I'd start.
Fund compliance tracking
I designed tools to track documentation, stewardship, and required distributions for every endowed and donor-advised fund. They let leadership confirm that each fund is being run the way its donor intended.
Who I work with
- Foundations that have recently gone live on Community Suite. Implementation got your data in. Now your staff need the reports, shortcuts, and cleanup that make the system fit the way your foundation actually works.
- Foundations whose reporting still runs through Excel. If board reports, fund statements, or donor lists start with an export and an afternoon of cleanup, I can turn them into reports that update themselves.
- Foundations running Community Suite alongside another CRM, such as Raiser's Edge or Salesforce, that are tired of entering the same information twice.
- Small teams without a data person. You have a list of "can we automate this?" requests and no one with time to build them. I can be that person for as many hours as you need.
About Mitch
I'm Mitch Hollberg, and I run Morrison Analytics. I worked at a large community foundation for ten years, most recently as its data strategist. I managed its Raiser's Edge and Community Suite migrations, built its reporting, and automated the work its staff used to do by hand. I was among the first to build on the Community Suite API, and I've used it in production since its release. That's why I understand both sides: how Community Suite stores your data, and what your philanthropy, grants, and finance teams need from it.
Before nonprofits, I spent 15 years in the corporate world doing reporting and operations automation at Hewlett-Packard, Borders Bookstores, and Accenture. I have a BS in Mechanical Engineering and a BA in Economics from Rice University, and an MBA with High Distinction from the University of Michigan.
Free tools for nonprofits
I've built a few free tools for nonprofits, all working from public IRS data. There's no sign-up, and results download as PDF, Excel, or CSV files.
- Nonprofit EIN Lookup. Enter an EIN to see an organization's financial history on one page: revenue, expenses, assets, and key ratios charted over time, with an optional summary and recent news.
- Grantee Eligibility Check. Check one EIN or a whole grantee list against the IRS's Publication 78 and automatic revocation files before your next grant cycle.
- Find an EIN by Name. Know the organization's name but not its EIN? Search the names the IRS has on file, including alternate names.
If a tool like this would help with your own data, let's talk.
Have a Community Suite problem you've been working around?
Tell me about it. A free 30-minute call is usually enough to know whether it can be solved and what that would take.
Send me a noteOr email me directly at mitch@