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May 2021 (4 posts)

Sharing Power: A Frank Discussion Between Funders and Grantees
May 26, 2021

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Janet Camarena

by Janet Camarena, Senior Director of Candid Learning, Candid


One of the most energizing things about Candid Learning is the opportunity it affords us to bridge the philanthropy divide by bringing together funders and grantees to learn from one another.

As we collectively grapple with the uneven pandemic recovery, and the realities of the work ahead to improve systemic inequities, it’s increasingly critical to examine the role power and influence play in the social sector.

special free webinar program we are offering next week brings together funders and their nonprofit partners to discuss strategies and approaches to sharing power to improve the grantee-grantmaker relationship.

Join us on June 2 for this frank conversation, which will include approaches to help grantee organizations advocate for themselves despite the power imbalance, and advice for funders about how to mitigate the power differential inherent to grantee-grantmaker partnerships.

Thumb-cover-funding-performance-250x300-v2The webinar will draw upon the powerful and thoughtful essays in the recent Leap Ambassadors publication, Funding Performance: How Great Donors Invest in Grantee Success.

Candid is delighted to be hosting Tipping Point CEO, Sam Cobbs and Ford Foundation Executive Vice President, Hilary Pennington in conversation with National Immigration Law Center Executive Director, Marielena Hincapié and Homeless Prenatal Program Founder and Executive Director, Martha Ryan to explore how funders and grantees can navigate power sharing—in service of stronger, more equitable outcomes. Leap Ambassador Lowell Weiss will moderate this free discussion.

Whether you are a donor or grantee, the insights and hard-won lessons learned that the panelists will share will be compelling and inspirational as we consider how we can all work together more equitably and effectively.

Register for this free webinar today.

Where are the 2019 (and 2020) 990s? On filling the gaps in Candid’s grants data
May 20, 2021

Anna Koob is Candid's Director of Research Standards, Candid; Laia Griñó is Candid’s Director of Data Discovery. This post originally appeared on the Candid blog.

Anna KoobAnna Koob
Laia GrinoLaia Griñó

People often ask us, “When will the [year just passed] 990s be available?” Because of the way Form 990 deadlines work, the answer is complicated. There’s no universal date for filing 990s; instead, the end of an organization’s fiscal year determines when its 990 is due at the IRS. Add in six-month filing extensions and IRS processing time, and it can be two years before we receive all the returns for a specific year.

This year, another factor is in play: backlogs created by COVID-19. To date, there are still millions of returns from 2019 that have not yet been processed. This gap is notable because IRS 990 filings are a substantial source of data about nonprofits and foundation grantmaking in the U.S. At Candid, grants data from 990s flows into tools such as Foundation Directory, public dashboards that provide insights into philanthropy in different regions across the U.S., and several issue- and location-specific Foundation Landscapes. Sourcing grants data from 990s isn’t ideal to begin with—grant descriptions from filings are often sparse, and sometimes grants lists are missing entirely. And two years is already a long time to wait for this information. The additional delays exacerbate this issue.

990s by Month

The IRS isn’t Candid’s only source of data, but it’s an important one

To be sure, Candid doesn’t depend exclusively on IRS data. In addition to IRS filings, we collect data about the nonprofit sector and foundation grantmaking from the organizations themselves as well as other publicly available sources. (Our executive vice president, Jacob Harold, wrote about three sourcing methods we use to collect grants data—IRS filings, direct reporting, and web scraping—on the Candid blog.) To date, we’ve collected data on more than 125,000 grants for 2020 and 2021, most of it from non-IRS sources. Our investment in efforts to collect more real-time data has enabled us to provide the field with insights into the philanthropic response to such crises as the COVID-19 pandemic and the ongoing struggle to achieve racial equity and racial justice.

Although real-time grants data is in high demand, “old” IRS 990 data still matters, for two related reasons. First, it is comprehensive; all foundations and grantmaking public charities are legally obligated to disclose data about their grantmaking. By necessity, our most recent grants data is limited to what’s been shared directly with us or made public. Second, 990 data provides context. Inevitably, when people see data about what grantmakers are doing “today” (or as close to today as we can get!), they want to know how it compares to what happened before: “How does the response to the COVID pandemic compare to the response to previous crises, like the Ebola outbreak?” “Are funders providing more general support than in previous years?” “How has funding for Black communities changed since George Floyd’s murder?” Having comprehensive data is what allows us to answer these types of questions with confidence.

A status update on filings

The pace at which the IRS releases 990 data has slowed over the last several years. COVID-19 has exacerbated the problem, especially for 2019 and 2020 data. As the charts below illustrate, we’re far from having comprehensive data for 2019, let alone 2020. And the rate at which we’re receiving 2019 filings has slowed, compared with 2018 filings (and 2018 was somewhat slower than 2017). As of April 2021, we’ve collected 348,330 filings for 2019, about half of what we expect to collect overall and 37 percent fewer than we had at the same point last year for fiscal year 2018. [Form types captured in these counts include 990s, 990-EZs, and 990-PFs, filed either electronically or as paper documents. We consider 2018 to be our latest “complete year” of data and would expect to see comparable figures for 2019 and 2020 once collection is finalized. The trendline for 2019 represents filings collected through April 2021.]

990s on Candid

990s by Month

What the slowdown means for Candid’s data, how we’re responding, and how you can help

Although these delays have implications for all Candid products, they also have a significant impact on our research. They impede the creation of our annual Foundation 1,000 data set, which combines all grants awarded by 1,000 of the largest U.S. funders. This is the data set we, and others, use to derive information about trends in grantmaking, such as on racial justice in education or funding for disasters.

We don’t expect the issue of delayed filings to go away quickly. In fact, we anticipate that, despite the new requirements for filing 990s electronically, we may feel the effects of reduced IRS processing capacity for the next couple of years. We’re addressing the slowdown in a couple of ways:

  • Exploring new methods to allow us to draw valid insights on changes in grantmaking. We recognize the urgent interest in analyses of how things have changed in the past year. We’re exploring ways to adjust our methods to work around the delay and meet the demand for this research.
  • Continuing to encourage funders to share their grants data directly with Candid. More than 900 funders globally share their grants data with Candid, either directly or via our partners. Candid is currently collecting data on FY20 and FY21 grants to date by June 30, 2021. Funders can contact us at egrants@candid.org to learn how to contribute data to provide a clearer picture of what’s being funded and by whom.

Candid exists to get organizations and individuals working in the social sector the information they need to do good. The demand for that information is varied and vast, as are the challenges in providing it. Candid continuously adapts the way we work to address these challenges. As with most problems in the sector, though, the gaps in data caused by limited IRS capacity are not something one organization can fix alone. Good decisions require good information. We’re calling on organizations in the sector to recognize the important role they can play in making sure that information is available sooner rather than later, now versus too late.

-- Anna Koob & Laia Griñó

New Funding Smarter Course Launches
May 6, 2021

Janet Camarena is Senior Director of Candid Learning.

 Much of the work we do here at Candid is aimed at sharing peer giving activity and learning with funders so that we can all work collectively smarter. We have a number of tools that can help funders address common pain points when it comes to gathering intelligence about the fields in which you work, and now for the first time, we have a single, free course you can take to learn all about these tools.

The new free course, Funding Smarter, is a helpful overview of how to use Candid's data and knowledge tools to better inform and share your work. Foundations make the social sector's work possible, but like many in the sector, staff are often short on the crucial support, tools, and information necessary to maximize their impact. As a result of such capacity barriers, funders often go it alone rather than benefitting from collective field intelligence.

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Learn how to avoid the perils of working in the dark and become a more informed and effective funder. We'll also help you tell your foundation's story on Candid's platforms to share what you fund and why, and the lessons that you've learned.

Upon completion of this training, you should be able to:

  • Find aggregate and trend funding data about the fields in which you work
  • Identify funding connections and gaps
  • Use Candid tools to identify potential peers and partners
  • Streamline your due diligence practices with GuideStar tools
  • Become versed in how to find and learn what your peers already know
  • Use Candid's tools to improve what is known about your foundation's work

The knowledge tools shared in the course can benefit a wide range of funder roles, so throughout we have flagged tips that are of benefit to program, communication, grants management, or evaluation functions. It's also a very helpful overview that can be part of your orientations to new staff or integrated into your professional development plans for existing staff. Once you complete the course, you will receive a Funding Smarter course completion badge to show off your new knowledge.

To register or learn more, visit Candid Learning.

Happy Learning!

-- Janet Camarena

Candid @ PEAK2021 Online
May 3, 2021

PowellNikki
Nikki Powell

Nikki Powell is a content development associate at Candid.

This blog also appears on GrantCraft.

Across eight days in May, PEAK Grantmaking will be hosting their 2021 conference online. Candid is proud to have several presentation opportunities at the event, which kicks off the celebration of PEAK's 25th anniversary. We hope you'll join the sessions that intrigue you and use the hashtag #Peak2021Online to stay plugged in to what's happening at the conference.

Here's where you can find Candid during PEAK2021 Online:

TUESDAY, MAY 4  |  1:30PM
Creating Organizational Effectiveness and Resiliency Pilot Programs for a Post-pandemic World (featuring Jacob Harold)
What You Know Shouldn't Be About Who You Know (featuring Janet Camarena)
TUESDAY, MAY 4  |  3:00PM
Confessions of a DEI Data Junkie (Eva Nico)
TUESDAY, MAY 11  |  3:00PM
Philanthropy and COVID-19: Diving into the Data (featuring Grace Sato and Cathleen Clerkin)
THURSDAY, MAY 13  |  12:30PM
Holding Ourselves Accountable: Measuring Progress Toward Equitable Grantmaking (featuring Katherine Neiheisel)

VIRTUAL EXHIBIT BOOTH

Swing by our virtual exhibit booth to watch our cool video, check out our resources, and chat with Candid staff who are experts in a variety of technology, data, research, and social sector topics!

See the full PEAK2021 Online schedule and register today!

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About Transparency Talk

  • Transparency Talk, the GlassPockets blog, is a platform for candid and constructive conversation about foundation transparency and accountability. In this space, Candid highlights strategies, findings, and best practices on the web and in foundations–illuminating the importance of having "glass pockets."

    The views expressed in this blog do not necessarily reflect the views of the Candid.

    Questions, comments, and inquiries relating to guest blog posts may be
    directed to:

    Janet Camarena
    Senior Director of Candid Learning


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