What Data is Included in a WellCheck

What's in a WellCheck

A WellCheck is a professional due diligence report prepared to help you make more informed giving decisions. Here's what it covers and how to read it.

What a WellCheck draws from

Every WellCheck is built from multiple sources reviewed together:

  • CRA T3010 filings — the annual information return every registered Canadian charity files with the government, including financial data, governance structure, staffing, and program descriptions

  • Charity-provided documents — annual reports, audited financials, strategic plans, and theories of change submitted directly by the organization

  • Charity responses — answers to a standardized set of questions about governance, operations, and impact

  • Peer benchmarking data — financial and operational comparisons against similar organizations by size and cause area

Where a charity has not participated in the process, the report will note this and will be based on publicly available and verifiable sources only.

What a WellCheck covers

A WellCheck evaluates eight dimensions of an organization:

  • Executive Summary — a synthesized overview that orients you before you read the full report

  • Governance — board structure, independence, policies, and oversight practices

  • Financial Health — revenue trends, reserves, expense ratios, and financial sustainability

  • Leadership & Operations — executive and staff credibility, organizational capacity, and operational maturity

  • Impact & Program Approach — how the charity delivers its work and the evidence behind its model

  • Accreditations — recognized certifications or memberships that signal external accountability

  • Peer Comparison — how key financial metrics compare to similar organizations

  • Annual Report Impact Analysis — a structured review of the charity's own reported outcomes and evidence

How to read the findings

Each finding is tagged with one of three indicators:

  • Good — evidence of health, strength, or best practice in this area

  • Warning — something worth exploring further or asking the charity about directly

  • Info — descriptive context without a directional judgment

You'll also notice that many findings are framed as questions rather than conclusions — "donors may wish to ask about..." rather than "this organization fails to..." That's intentional. The charitable sector doesn't have a universal standard equivalent to GAAP in accounting or the bar in law. WellCheck draws on peer analysis and sector best practices, and we're honest about where judgment is involved.

Our goal is to give you real guidance — not hand you a score and call it due diligence.

What a WellCheck is not

A WellCheck is not a rating, a recommendation, or an endorsement. It's a research tool designed to support your decision — not replace it. Final giving decisions are yours.

Questions? Reach us at support@wellfunded.io.

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