• Organizational Analysis

    Most organizations can identify the issues within. We help bring forward a clear, sourced picture of how those issues appear in the public record, how they connect, and how they may be read by funders, regulators, and stakeholders making decisions about your work.

  • What we do

    The Herron Group provides Organizational Analysis as a service to colleges, universities, nonprofits, school systems, churches, and public-sector organizations that want to see themselves as regulators, accreditors, funders, and federal agencies see them. We do this work using only public, verifiable sources. Federal Audit Clearinghouse data. IPEDS. College Scorecard. Accreditor disclosures. Form 990 filings. State auditor reports. Organizational data and fact books. We bring those sources together into a single, coherent picture that leadership can use to act before someone else acts on their behalf.

    What you receive

    A confidential Organizational Position Profile. A document that takes the public record on your organization and synthesizes it across financial integrity, operational performance, compliance posture, and strategic exposure. It identifies the patterns visible in your data, names the institutional strengths that are often underused in external communication, and surfaces the gaps that warrant leadership attention. Written for clarity and built around the data, so leadership can move from insight to decision. Suitable for board presentation, executive review, strategic planning input, and external stakeholder briefings.

    Why public-record analysis matters

    Many organizations assume that internal information provides the most accurate picture of where they stand. The public record often tells a different story, and it is what regulators, accreditors, funders, and federal agencies will use to make decisions about funding, accreditation, oversight, and partnerships. Knowing what your public record says about you is the first step toward shaping the conversation that record will produce.

    How we work

    We start with a brief scoping conversation to understand what is driving the inquiry. We complete the public record pull and analysis within 4 to 6 weeks. We deliver the Organizational Position Profile in a confidential review session with the leadership the client designates. The work is conducted under a confidentiality agreement, and the final document is owned by the client.

  • General Organizational Analysis

    Aimed at nonprofits, churches, school systems, and public-sector clients. Speaks to Form 990 patterns, governance disclosures, funding diversification, programmatic outcome data, and reputational positioning. Adapts to the regulatory environments these organizations actually navigate, including state charity registration, IRS scrutiny, foundation due diligence, denominational oversight, and public-records compliance.

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    Organizational Analysis

    For nonprofits, churches, school systems, and public-sector organizations, Organizational Analysis takes the public-facing record of your work and turns it into a clear picture of how your organization is positioned in the eyes of funders, regulators, partners, and the communities you serve.

    We draw on sources that shape external perception. Form 990 filings and the patterns they reveal about revenue diversification, program spending, executive compensation, and governance disclosures. State charitable registration filings. We use audit reports and management letters where they are publicly available. Annual reports and impact narratives. Grant databases and funder histories. Public news coverage and community presence indicators. For school systems, this includes state report card data, expenditure profiles, and accountability measures. For churches and faith-based organizations, this includes denominational reporting, financial transparency disclosures, and community-facing communications.

  • Colleges and Universities

    Aimed at colleges, universities, community colleges, tribal colleges, and HBCUs. Speaks to FAC audit data, accreditor exposure, IPEDS performance, College Scorecard metrics, federal funding compliance, and the specific AIM rulemaking environment shaping higher education.

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    Accountibility Intelligence Matrix (AIM)

    Our analysis is anchored by the Accountability Intelligence Matrix (AIM), a framework developed by The Herron Group to map the federal rulemaking landscape that will increasingly shape how institutions are evaluated. AIM identifies the specific provisions most likely to trigger compliance attention, financial scrutiny, and accreditor action in the coming regulatory cycle. We use AIM to show our clients where they stand against the standards that are coming, not just the standards that have been.

    Each Institutional Position Profile includes a tailored AIM mapping that shows how the institution's current public record aligns with each relevant provision. The mapping uses a comparison matrix structure that allows leadership to see, at a glance, where exposure is greatest and where institutional strengths can be leveraged.

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