New Profit tracks the performance of organizations in its portfolio on a quarterly basis. Portfolio organizations use the Balanced Scorecard to measure progress against their goals, and to communicate performance to stakeholders, including their local sites, board members, and other funders. Metrics related to key perspectives of the Balanced Scorecard, including social impact, customers, financial, growth, and operations, support each organization’s performance measurement efforts, helping to ensure that the organization achieves its social impact goals with quality.

To date, the active portfolio has demonstrated a compound annual growth rate (CAGR) for revenue of 44 percent and compound annual growth in lives touched of 49 percent.* From 2005 to 2006, these organizations grew annual revenues by an average of 46 percent and lives touched by an average of 49 percent. Our organizations also maintained strong program quality in 2006, with 75 percent of active portfolio organizations meeting or exceeding their program quality goals, and 50 percent increasing quality over the previous year.

For information on the performance of individual portfolio organizations refer to the New Profit portfolio.

Revenue Growth: 1999-2006

Lives Touched: 1999-2006

Key: 1999-2006

*Active portfolio excludes alumni organizations, new 2006 investments, and Kids Voting USA, a New Profit joint venture with the John S. and James L. Knight Foundation. Compound annual growth rates represent rates from pre-New Profit engagement through 2006, and portfolio averages are weighted by the size of New Profit’s cash commitment.