Built at the desk where the books get closed.
SecretAgent990 comes out of Panoramic Strategy, a consulting firm that has spent more than fifteen years inside the finances of nonprofits: hundreds of them. We serve as CFOs and accountants. We build budgets, close books, sit with boards, steer mergers, and untangle grant compliance. Nonprofits are not a vertical we picked. They are all we work with.
Do that work long enough and you notice something maddening. The answers everyone wants, who funds organizations like ours, what should we ask for, which funders are open to someone new, are sitting in public filings. Millions of them. Nobody has time to read them.
We watched smart development directors run on guesswork and secondhand lists. We watched boards ask reasonable questions that took a week of digging to answer. The record was public the whole time. It just was not readable at the speed a working nonprofit needs.
So we built the reader. SecretAgent990 turns every e-filed 990, 990-PF, and 990-EZ into one queryable record and puts purpose-built tools on top: investigations that end in ranked funder leads, dossiers on any organization, peer benchmarks, and a board to work your cases from. Every figure links back to the exact filing it came from, because we are the kind of people who check.
We run the product the way we run our practice: plain language, evidence first, and a bias for the next move. What we learn from nonprofit clients every day feeds SecretAgent990, and SecretAgent990 makes that client work sharper. That loop is the whole point.
What we hold to
Evidence first
Every insight traces back to a public filing. Every figure links to the exact 990 it came from.
Plain language
If a board member cannot repeat it, we rewrite it. No jargon, no theater.
Honest numbers
Statistics exclude organizations that report no figure rather than counting them as zero, and they say so.
Your work is yours
Cases, boards, and lead lists are private to your team unless you choose to share them.
Panoramic Strategy guides nonprofits to sustainably accelerate impact in their communities through financial strength, strategy, and a relentless pursuit of mission. SecretAgent990 is that experience, built into software.