The iCAT is well-suited to assess both large and small nonprofit organizations. For the purposes of the iCAT, a small nonprofit is defined as an organization having either a budget of below $150,000 and/or fewer than two full-time equivalent staff. For small nonprofits, the iCAT will not include questions about certain organizational subcapacities. These questions are removed because expecting small nonprofits to be performing in certain areas given their organizational size would unfairly lower their overall capacity scores.

1. Programmatic Group: a group of reports for organizations that either deliver a similar type of programming (e.g. Youth Development, Advocacy, etc.) or a group of organizations to which your organization delivers a program (e.g. Technology, Board Development, etc.)
2. Characteristic Group: a group of reports for organizations that are defined by distinct characteristics (e.g. Large Budget Organizations, East Coast Organizations, etc.)
3. Time-based Group: a group of reports for organizations that are undergoing the assessment because they are already part of a time-delineated group (e.g. Spring 2016 Grantees, Summer Capacity Building Initiative, etc.)

Groups can be established under the “Report Groups” link under the Menu of your administrative account. Only Full Access administrators can establish groups.

Groups are at the report level, meaning different reports for the same nonprofit can fall under different groups. Reports can exist under multiple groups, and a group may have multiple reports from the same nonprofit organization.

• Organization Mission Statement
• Sectors Served: the org lead will choose multiple options from a list of sectors that the nonprofit serves, such as community development, education, or healthcare
• Programming Type: the org lead will choose the single, primary type of programming that the nonprofit provides, such as direct service, policy/advocacy, or research
• Type of Groups Served: the org lead will choose multiple options from a list of group types that the nonprofit serves, such as young children, minorities, or policy makers
• Operational Settings: the org lead will choose multiple options from a list of settings in which the nonprofit operates, such as a in school setting or at a community-based organization
• Number of Active Board Members
• Year of Incorporation

For organizations that are or plan on receiving capacity building support from an intermediary, the org lead will be asked to provide a grant amount if applicable. The org lead will also select the types of capacity building support they expect their organization to receive. These types of capacity building support fall under the six capacities. For example, the org lead may choose:

• Evaluating advocacy or policy efforts
• Enhancing the organization’s ability to raise funds from individual donors
• Enhancing volunteer recruitment and retention
• Enhancing the organization’s capacity to do effective marketing and sales

Ideally, all leaders and managers who are paid by or volunteer their time to a nonprofit should take the assessment. By leaders and managers, we are referring to anyone who plans for the allocation and/or manages the deployment of resources, including human and all other resources (e.g., space, facilities, technology, etc.). Please be mindful of maintaining a balance between board members and organizational staff. Unless, an organization has very few staff members, board members should represent no more than one third of the group taking the assessment. For organizations that have multiple sites, it is recommended that these organizations complete a single assessment.

Note: Reports are not generated automatically when the deadline has passed. Participants may not be added once the report has been generated.

You may do the following to share a report with a nonprofit:

1. Log in to icat.algorhythmio.wpengine.com
2. Navigate to the organization in the Ongoing Assessment page
3. Click “Allow Account Manager to View Report”
4. The nonprofit will then be able to view the report through their account

If an organization contact or any of the iCAT participants needs technical support, they should contact support@algorhythm.io

Go to icat.algorhythm.io/forgot_password  After submitting your email address, you will be emailed a link to create a new password.