What is Outcome Tracker?

Outcome Tracker is a nonprofit CRM and outcome management platform built by Nonprofitly. It helps nonprofits, social service organizations, and Children's Savings Account programs collect client data, track outcomes, and generate funder-ready reports — all in one place.

What types of organizations use Outcome Tracker?

Outcome Tracker serves housing and homelessness organizations, family services, youth and education programs, community development organizations, Children's Savings Account (CSA) programs, and social services agencies across the United States and Canada.

Does Outcome Tracker support Children's Savings Account programs?

Yes. Outcome Tracker has deep expertise in Children's Savings Account (CSA) program management. We support CSA programs across the United States with tools for participant enrollment, 529 account integration, incentive tracking, family portals, and funder reporting. We manage over $1 billion in assets and savings for families.

How is Outcome Tracker different from Salesforce Nonprofit or Apricot by Bonterra?

Unlike Salesforce Nonprofit, which requires significant customization and technical resources, Outcome Tracker is purpose-built for nonprofits and social service organizations. It includes built-in outcome surveys, funder reporting, client portals, and CSA program tools out of the box — with a dedicated implementation team to get you up and running quickly.

Can Outcome Tracker generate HUD 9902 reports?

Yes. Outcome Tracker supports HUD 9902 reporting for housing counseling agencies, as well as SBA Nexus (formerly EDMIS) reporting. These compliance reports can be generated directly from the platform.

How long does it take to implement Outcome Tracker?

Most organizations are up and running within days, not months. Our dedicated implementation team works with you to configure the platform around your specific programs, import existing data, and train your staff.

Does Outcome Tracker integrate with other systems?

Yes. Outcome Tracker integrates with Ascensus and TIAA 529 accounts, Emma and Constant Contact for email marketing, DownHome Loan Manager, bank and credit union accounts, and supports data import and export via spreadsheets with scheduled automatic data exchanges.

<nobr>Outcome Tracker</nobr> — Measure What Matters

Public Sector

The system of record behind the country's largest Children's Savings Account programs

Outcome Tracker powers CSA initiatives serving more than a million children — with billions of dollars in college savings under management — alongside the housing finance, workforce, and municipal programs that drive economic mobility nationwide.

1M+

Children with CSA accounts on our platform

$1B+

In college savings under management

Powering Children's Savings Account programs at

CalKIDS

CalHope

NYC Kids RISE

Nevada

Boston Saves

Rochester

…and other state, city, and school-district CSA initiatives across the country

Who we serve in the public sector

Trusted by the agencies behind the largest CSA and economic mobility programs in the country

From statewide CSA initiatives to municipal workforce programs, Outcome Tracker handles the scale, security, and reporting requirements public sector teams need.

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State & Municipal CSA Programs

The deepest part of our public sector practice — running CSA initiatives serving more than a million children with billions in assets. Enrollment from district SIS or birth records, account integrations, milestones, family portals, and legislative reporting.

🏛️

Housing Finance Agencies

Manage housing counseling, down-payment assistance, and HUD 9902 reporting across networks of sub-grantees.

🎓

School Districts & Education Agencies

Track student-level participation, savings, and post-secondary outcomes alongside district-wide initiatives.

🌆

City & County Initiatives

Coordinate cross-agency programs — workforce, family economic security, opportunity youth — in one shared system.

Plus housing, workforce, and municipal partners

Children's Savings Accounts

The platform behind the largest CSA programs in the country

From CalKIDS — the largest CSA program in the United States — to NYC Kids RISE, Nevada, Boston, and Rochester, Outcome Tracker manages enrollment from automated school-level rosters, tracks 529 and custodial account activity, runs incentive and matched-savings campaigns, and reports outcomes to legislators, funders, and the public.

Auto-enrollment from district SIS data and statewide birth records
Direct integrations with Ascensus, TIAA, and partner banks
Milestone tracking, incentive disbursement, and savings match
Family-facing portal in multiple languages, used by 1M+ participants
Public dashboards for legislative and transparency reporting

CSA Programs at Scale

Participants

1M+

children with CSA accounts

Assets Managed

$1B+

in college savings

Programs

Statewide

CalKIDS, Nevada & more

Coverage

All 50

states reachable

Multi-Agency & Sub-Grantee Coordination

One system for hundreds of participating organizations

When you fund or oversee a network of sub-grantees, you need consistent data without forcing every partner to use the same tools. Outcome Tracker lets you set common outcome definitions, configure org-specific intake and surveys, and roll up results into agency-wide dashboards — without re-keying.

Centrally defined outcomes, locally configurable workflows
Sub-grantee onboarding, training, and role-based access
Cross-organization rollups and benchmark dashboards
Bulk data import / export for legacy partner systems

Agency Rollup View

Sub-grantee A

84%

Sub-grantee B

71%

Sub-grantee C

68%

Sub-grantee D

55%

Sub-grantee E

91%

Compliance Reporting

Federal and state reports without the spreadsheet scramble

HUD 9902 quarterly. SBA Nexus monthly. State legislative reports annually. Outcome Tracker maps your day-to-day intake and service data directly into the formats federal and state funders require — so reporting season is a click, not a crisis.

HUD 9902 (Housing Counseling)
SBA Nexus / EDMIS (Small Business)
State-specific CSA and housing reports
Custom legislative dashboards and public-facing transparency views

Built-in compliance exports

🏛️

HUD 9902

Quarterly housing counseling reports

📋

SBA Nexus / EDMIS

Monthly small-business reporting

📈

State CSA Legislative Reports

Annual outcomes and savings rollups

🌐

Public Transparency Dashboards

Live, embeddable, configurable

Procurement-ready

Built to clear public sector procurement

We've worked through state, municipal, and federal procurement processes for years. We know the security questionnaires, the accessibility standards, and the data-sharing agreements — and we have the documentation ready.

🔒

Security & privacy

SOC 2 Type II, HIPAA-aligned controls, encryption in transit and at rest, role-based access, and full audit logs. State CJIS and FISMA documentation available on request.

♿

Accessibility

WCAG 2.1 AA conformance and Section 508 documentation, including VPATs for procurement files. Family-facing portals support multiple languages.

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Data agreements

Standard DPAs, BAAs, and data-sharing addenda available. We've completed RFPs and sole-source justifications for state and municipal partners across the country.

Prior to Outcome Tracker, managing client data was a complex, cumbersome, and time-consuming process. This system has streamlined our operations, allowing us to focus on providing essential housing counseling services. The client-facing portal provides clients the ability to take control of their housing journey by securely uploading documents and tracking their progress.

Tennessee Housing Development Agency

Ready to talk about your agency's program?

Whether you're scoping a new CSA initiative, replacing a legacy housing or workforce system, or coordinating across sub-grantees, we'd like to learn how you work.