Industry Case Study



Five examples of actual non-profits in the US that use a balanced score-card include Lifeworks Services Inc, Rogue Community, Public-Private Infrastructure Advisory Facility (PPIAF), Goodwill Omaha, and American Academy of Pediatrics (AAP). A brief description and a link to the balanced score-cards to each of these organizations are provided below.

1. Lifeworks Services Inc

  • Lifeworks Services is a non-profit in Minnesota that serves people with disabilities. According to their website, their vision is for people with disabilities to be “broadly valued, hired by employers, receiving support, and participating in ordinary activities”. They provide services such as financial support, employment advisory, and opportunities to take part in ordinary activities.
  • The organization’s latest balanced scorecard covers aspects including people they serve, innovation, internal processes, capacity, and financial resources. However actual metrics are hidden and only evaluative terms of “on goal” and “needs attention” are available.

2. Rogue Community

  • Rogue Community is a non-profit in Oregon that provides the community with a journey to a healthy life. According to their website, their mission is to “improve health, especially for the most vulnerable, by nurturing wellness”. They provide services such as medical care, routine preventive check-ups, chronic illness support, and dental care.
  • The organization’s 2017 balanced scorecard cover aspects of services, workforce, community, and stewardship. Rogue Community publishes detailed metrics in their newsletter.

3. Public-Private Infrastructure Advisory Facility (PPIAF)

  • The Public-Private Infrastructure Advisory Facility (PPIAF) is an organization supported by donors and the World Bank. The organization’s headquarters is located in Washington, D.C. PPIAF assists governments of developing countries to create a sustainable infrastructure through private-sector cooperation.
  • The organization published its 2017 balanced scorecard that covers aspects of design, implementation, completion, and post-completion. Detailed metrics were made available for comparison against the previous year.

4. Goodwill Omaha

  • Goodwill Omaha is a non-profit organization that educates and employs people with disabilities in Eastern Nebraska and Southwest Iowa. According to their website, they strive to “empowering individuals to realize their maximum potential through the power of work.”
  • The organization’s 2016 balanced scorecard covers KPIs including total persons enrolled, agency operating profit, revenue growth, percent of admin expenses to total revenue, and safety incident rate.
  • Goodwill Omaha’s balanced score-card system is examined by the Nebraska Department of Justice in 2018 to investigate the organization’s devotion to its non-profit status.

5. American Academy of Pediatrics (AAP)

  • The organization’s 2015 balanced scorecard covers perspectives including advancing child health, providing high member value, ensuring financial health and stability, operational efficiency, and maintaining a high-performance team.
  • DCAP publishes key activities taken to advance these perspectives in their annual report.

Research Strategy

We’ve only listed US non-profits as they were deemed preferable. From those, we’ve chosen to prioritize and list organizations that have published their balanced score-card to the public most recently. Here, we’ve omitted organizations with outdated but more in-depth information on their balanced scorecard including Vinfen, National Marrow Donor Program, United Way of Southeastern New England, and New Profit, Inc. We’d like to mention them as these organizations make good case study subjects that may provide valuable insights. We’ve also like to mention Hall County School and the Kettering Parks, Recreation & Cultural Arts Department as two organizations that have published detailed balanced score-cards. However, both were omitted as it is unclear if they fit into the category of actual non-profits as they are operated by governmental funds. Here is a list of other organizations that practice balanced score-cards that may be useful.

Glenn is the Lead Operations Research Analyst at Simple Manifestation with experience in research, statistical data analysis and interview techniques. A holder of degree in Economics. A true specialist in quantitative and qualitative research.


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