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Sample report · redacted

What’s inside your Board Confidence Report

Thousands of peer records per role. Public IRS Form 990 sourcing. A Market Composite methodology you can explain to your board, generated in minutes, whether you use it as the whole analysis or as the data layer under a consultant engagement.

Built for transparency

Every number is built to hold up.

A report is only as strong as the data behind it. Here’s what’s documented in yours.

01
Sample depth
Thousands of peer records per role, drawn from 330,000+ organizations. Every benchmark shows its N and org count.
02
Market Composite methodology
Each benchmark blends arithmetic mean, trimmed mean, and median, documented in the report so the math is explainable to any board member.
03
Public source traceability
Every number traces to a public IRS Form 990. Your auditor, board chair, or funder can independently verify it. No proprietary black box.
04
Scope transparency
When the peer group is broadened to reach statistical adequacy (say, to all states), the report tells you what was included and why.
1Executive Summary

One page. Every position. The exact dollar gap.

Your board opens the report and immediately sees compa-ratios for every position, traffic-light variance signals, and the precise dollar amount required to bring the organization to the range floor. No spreadsheet deciphering, no hour-long walkthrough.

Executive Summary
PAGE 1 OF 14
RIVERBEND COMMUNITY FOUNDATION · IRS FORM 990 DATA · 3 POSITIONS
Position
Current
CR
Gap to range
Chief Executive Officer
$312,000
101%
Chief Financial Officer
$258,000
122%
+$47,000
VP, Development
$148,200
96%
1 position above target. CFO compa-ratio of 122% requires board rationale under IRC §4958.
2Market Findings Table

Compa-ratio, PIR, sample size, and status, per role.

Each position gets a row with current salary, P25 / P50 / P75 percentiles, Market Composite, compa-ratio, position-in-range, and a green / yellow / red status. Sample-size and org-count columns surface data quality, so your comp committee sees both the number and the statistical weight behind it.

Market Findings
PAGE 2 OF 14
Position
Current
P50
MC
CR
N
Status
Chief Exec. Officer
$312k
$308k
$310k
101%
312
At mkt
Chief Fin. Officer
$258k
$211k
$214k
122%
287
Above
VP, Development
$148k
$154k
$153k
96%
41
In range
MC Market CompositeCR Compa-ratioN Sample sizePIR Position-in-range
3Position Detail

Full percentile distribution with peer-group transparency.

Each role gets its own page: P10–P90 range visualization, current and proposed salary markers, multi-year trend direction, Market Composite vs. target, and a Change Scope control that reveals exactly which filters the benchmark used. If the peer group was broadened (say, to all states), we tell you, rather than hiding behind a curated subset.

Chief Executive Officer
POSITION DETAIL · PAGE 4
Strong comparability
P10–P90 DISTRIBUTION
P50
Current
$232k$268k$308k$352k$391k
Current
$312,000
Market Composite
$310,400
Compa-ratio
101%
Peer group: 2,240 records · 584 orgs
Change scope

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4Board Discussion Language

Minutes-ready language, calibrated to variance.

Positions outside the strategy get a pre-written “Justification Required” paragraph. Positions near market get “Within Strategy” confirmation language. Your board secretary copies the paragraph straight into the minutes, no drafting, no dilution, no rewriting from scratch.

Chief Financial Officer
Justification required
Suggested minutes language
“Compensation for the Chief Financial Officer is above the typical market band (compa-ratio 122%). The board reviewed market data and documented its rationale for the above-target position, citing specialized financial expertise, retention strategy, and regulatory scope. The board determined this compensation is reasonable in light of comparable organizations and the duties performed.”
VARIANCE-CALIBRATED · EDITABLE
Copy
5Rebuttable Presumption Checklist

IRC §4958 three-prong checklist plus fillable meeting fields.

A self-assessment checklist covering the three elements of rebuttable presumption: independent body approval, comparability data, and concurrent documentation. Plus fillable fields for meeting date, voting members, conflicts of interest, and additional notes, so the audit trail lives inside the report itself.

Rebuttable Presumption Checklist
IRC §4958
1. Independent body approval
Authorized, conflict-free committee approved the compensation
2. Appropriate comparability data
This report, sourced, sized, and documented
3. Contemporaneous documentation
Recorded in your board minutes; complete the fields below
Meeting date
Voting members
Conflicts noted
Additional notes
6Methodology & Peer Group

Market Composite methodology. Public sourcing. Auditable.

Market Composite blends arithmetic mean, trimmed mean, and median to dampen outliers and skew. Data-quality tiers (Strong / Adequate with Caveats / Supplementary Only) mark the statistical weight of every benchmark. Every number traces to a public IRS Form 990, so your auditor can independently verify.

Methodology
APPENDIX
Market Composite
Each benchmark is the blended average of the arithmetic mean, the trimmed mean (excluding the top and bottom 10% of values), and the median, dampening the effect of outliers and skewed distributions that can distort a single statistic.
Data-quality tiers
Strong, 100+ records, 50+ organizations
Adequate with caveats, scope noted
Supplementary only, directional
SOURCE: IRS FORM 990 · PUBLIC FILINGS · INDEPENDENTLY VERIFIABLE

Not just once a year, whenever a number is on the table.

Pull a fresh report any time you’re about to commit to a salary. Extend an offer to a new executive hire, set a starting band for an open role, justify a mid-year adjustment, or run your annual review, each one priced at the same point, generated in minutes. Save an Annual Snapshot to compare year over year, and reach for a one-off whenever a decision can’t wait for the cycle.

New-hire offers Open-role bands Mid-year adjustments Annual review

Generate your report from $149.

Less than a single consultant hour. Board-ready in minutes, not weeks.

Expanded reports ($249) also include a presentation-ready PowerPoint and a board discussion guide, ready to share before your next meeting.