Bernstein Private Wealth Management Unveils Nonprofit Financial Health Assessment Tool to Strengthen Financial Resilience

Bernstein introduces a benchmarked diagnostic tool to help nonprofit leaders and donors assess financial health and long-term sustainability.

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AllianceBernstein (AB), through Bernstein Private Wealth Management, launched a digital Nonprofit Financial Health Assessment tool on September 23, 2026 to help nonprofits and their stakeholders evaluate organizational financial health and improve planning.

The in-house tool, accessed through Bernstein Advisors, uses national benchmarks and six quantitative metrics—administrative ratio, operating surplus as a percentage of assets, months of spending, primary reserve ratio, debt margin, and debt service coverage ratio—plus three qualitative factors: revenue diversification, endowment strategy, and board governance. It complements Bernstein’s existing Reserves Analysis Tool to give boards a broader view of financial resilience across operations, liquidity, debt management, and governance. The launch is based on research covering more than 800,000 IRS Form 990s, and Bernstein reports $167 billion in assets under management as of June 30, 2026.

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―New in-house digital tool helps nonprofits and their stakeholders evaluate the organization's financial health, identify areas of strength and risk, and inform strategic planning―

NEW YORK, Sept. 23, 2026 /PRNewswire/ -- Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), today announced the launch of its Nonprofit Financial Health Assessment tool, an in-house digital resource that helps nonprofits evaluate their financial health and strengthen communication with stakeholders. The tool will be available through Bernstein Advisors on September 23rd, coinciding with Bernstein's Foundation and Institutional Advisory Forum, a two-day event convening a select group of successful nonprofit and philanthropic leaders.

The Nonprofit Financial Health Assessment tool provides nonprofits and their boards a structured way to evaluate financial health, identify strengths and risks, inform planning, and ultimately open the door to more transparency with stakeholders. It evaluates six quantitative metrics: administrative ratio, operating surplus as a percentage of assets, months of spending, primary reserve ratio, debt margin, and debt service coverage ratio, using national nonprofit benchmarks tailored to organizations of similar sizes. The tool also considers three somewhat harder to quantify factors: revenue diversification, endowment strategy, and board governance. The resulting assessment helps leaders identify strengths, vulnerabilities, and priorities – and communicate their sustainability with donors.

"This launch equips our advisors with digital tools and resources that help them better serve nonprofit and philanthropic clients," said Rick Meyers, Executive Managing Director and Head of Client and Advisory at Bernstein. "Nonprofit leaders, their boards, and the donors investing in those organizations, are navigating legislative and economic uncertainty with limited resources and growing scrutiny. A shared framework gives advisors a clearer way to help boards evaluate trade-offs and plan with confidence."

The Nonprofit Financial Health Assessment tool further complements Bernstein's existing Reserves Analysis Tool, which helps nonprofit boards evaluate appropriate cash reserve levels based on revenue, spending, timing, and borrowing risks. Together, they offer boards a fuller view of financial resilience: the Reserves Analysis Tool supports forward-looking reserve decisions, while the Nonprofit Financial Health Assessment offers a broader diagnostic across operations, liquidity, debt management, revenue diversification, endowment readiness, and board governance.

"The nonprofit and philanthropic sector is becoming increasingly complex, and leaders are looking for sophisticated but simple analytical tools to inform decision-making," said Marisa Swystun, Senior National Director of Bernstein's Foundation and Institutional Advisory practice. "This resource gives nonprofits, their donors, and Bernstein Advisors a clearer, shared view of long-term financial sustainability."

This launch is informed by Bernstein's latest research, Measuring the Financial Health of Mid-Sized Nonprofits, conducted with Indiana University's Lilly Family School of Philanthropy. The research analyzed data from more than 800,000 IRS Form 990s, reviewed existing academic literature, and conducted seven in-depth case studies to identify best practices. The result is benchmarked nonprofit reporting that serves as a strong evaluation and stewardship resource.

For nearly 60 years, Bernstein has taken a holistic approach to advising nonprofits, private foundations, philanthropists and board leaders on investment management, planning, and specific needs. Its Foundation and Institutional Advisory team supports more than 1,000 organizations nationwide with expertise, research, and custom tools for fundraising, governance, operations, and long-term planning. Bernstein manages $167 billion in assets under management as of June 30, 2026.

About Bernstein Private Wealth Management
Bernstein Private Wealth Management (Bernstein) advises ultrahigh- and high-net-worth clients on planning and living with the complexities that come with significant wealth. Bernstein is distinguished among major wealth managers for its expertise in navigating life transitions through a holistic approach. A flexible process paired with innovative research, sophisticated modeling, and cutting-edge investment solutions also set Bernstein apart. It operates as a business unit of AllianceBernstein (AB), a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth clients with over $909 billion in assets under management as of July 31, 2026. AB is a subsidiary of Equitable Holdings, Inc. (EQH), a leading financial services holding company that comprises well-established and complementary businesses.

Media Contact: 
Katrina Clay
Bernstein Private Wealth Management
katrina.clay@bernstein.com
212-969-6365

View original content:https://www.prnewswire.com/news-releases/bernstein-private-wealth-management-unveils-nonprofit-financial-health-assessment-tool-to-strengthen-financial-resilience-302886789.html

SOURCE Bernstein Private Wealth Management

FAQ

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How can nonprofits access Bernstein’s Nonprofit Financial Health Assessment tool?

The Nonprofit Financial Health Assessment is available through Bernstein Advisors, who use it with nonprofit and philanthropic clients as part of Bernstein’s advisory services.

What specific financial areas does the Nonprofit Financial Health Assessment tool evaluate?

The tool evaluates six quantitative metrics—administrative ratio, operating surplus as a percentage of assets, months of spending, primary reserve ratio, debt margin, and debt service coverage ratio—and three additional factors: revenue diversification, endowment strategy, and board governance.

How does the new assessment tool relate to Bernstein’s existing Reserves Analysis Tool?

The Nonprofit Financial Health Assessment tool complements the Reserves Analysis Tool. The Reserves Analysis Tool focuses on determining appropriate cash reserve levels based on revenue, spending, timing, and borrowing risks, while the new assessment provides a broader diagnostic across operations, liquidity, debt management, revenue diversification, endowment readiness, and board governance.

What research underpins the design of Bernstein’s Nonprofit Financial Health Assessment?

The launch is informed by research titled “Measuring the Financial Health of Mid-Sized Nonprofits”, conducted with Indiana University’s Lilly Family School of Philanthropy. The research analyzed data from more than 800,000 IRS Form 990s, reviewed academic literature, and included seven in-depth case studies to establish best practices and benchmarks.

What experience does Bernstein report in serving nonprofit and philanthropic clients?

Bernstein reports nearly 60 years of advising nonprofits, private foundations, philanthropists, and board leaders. Its Foundation and Institutional Advisory team supports more than 1,000 organizations nationwide with investment management, planning, and custom tools, and Bernstein manages $167 billion in assets under management as of June 30, 2026.