Prepopulate your grant application

Simplify the grant process using Candid’s nonprofit data and our grant application plugin

Overview

As a field, we are amid a timely and important conversation about reducing grantee burden in the grant application process. Calls for common applications and efforts like #FixTheForm show that foundations often ask similar questions when they assess potential grantees. Candid’s GuideStar profile aligns with these information needs, and our API provides a solution to automatically prepopulate grant applications.

Candid provides information and data that is commonly used to understand a nonprofit holistically, from financials to program areas to results. Our database includes data on more than 1.8 million active nonprofits, and our APIs support the transfer of this data into other systems in real-time. This data can be used to prepopulate grant applications so that you can:

  • Ask fewer questions on your grant application and reports
  • Align your questions to be consistent with funding peers
  • Adopt best practices in normalizing data on organizations

By using Candid's APIs in the grant application process, you're not only getting better information for your own organization, you are also reducing the burden on nonprofits, who won't need to submit the same information for each grant they apply for. The more funders make use of this existing information, the larger the benefits to nonprofits, enabling networks of scale.

Solutions for funders and grant management software

Applicant experience

  • Allow the applicant to enter their EIN, or use the EIN associated with their login (if applicable)
  • Display the grant application plugin button that triggers a call to our Premier API v3. Automatically prepopulate the form with the appropriate fields.
  • Allow the applicant to review and update the information, if needed.

Funder experience

  • Allow the funder to design the grant application and select the desired fields.
  • Use the table below to determine which fields to make available to allow funders the option to simplify the grant application experience.

Fields commonly used in grant applications

Below, you’ll find the organizational data you can use in your grant applications. This data is available in Premier API.

Organization and contact information

These fields are used to retrieve basic information about the nonprofit and who to contact for fundraising.

Premier API FieldExampleDescription
ein13-1837418Employee identification number
organization_nameCandidOrganization name
gs_profile_update_levelPlatinum 2021GuideStar Seal of Transparency level
address_line_132 Old SlipOrganization address street name
address_line_224th FloorOrganization address suite or apartment number
cityNew YorkOrganization address city
stateNYOrganization address state
zip10005Organization address zip code
countyNew YorkOrganization address county
govt_registered_nameCandidLegal organization name
website_urlcandid.orgOrganization website URL
year_founded1956Year that an organization was founded
fundraising_contact_nameAleda GagarinName of primary fundraising contact
fundraising_contact_titleSenior Director of DevelopmentTitle of primary fundraising contact
fundraising_contact_email[email protected]Email address of primary fundraising contact
fundraising_contact_phone212 620-4230Phone number of primary fundraising contact

Mission, subject areas and populations served

These fields generally describe what the organization supports, listed using Candid's Taxonomy, NTEE, and SDG codes.

Premier API FieldExampleDescription
missionCandid gets you the information you need to do good.Organization mission statement
pcs_codes > pcs_facetPopulation with Gender/AgePCS facet name
pcs_codes > pcs_descriptionAdultsPCS code description
ntee_codeT50 - Philanthropy, Voluntarism, and GrantmakingNational Taxonomy of Exempt Entities (NTEE) Code
sdg > id17UN sustainable development goal number
sdg > descriptionPartnerships for the GoalsUN sustainable development goal description

Programs and impact measurements

These fields are used to understand an organization's programs and the impact an organization has on its population served. These fields are available in an array when multiple programs and impact measurements are reported by the nonprofit to Candid.

Premier API FieldExampleDescription
Program > nameKnowledge ToolsProgram name
Program > descriptionThrough data, research, and our collective experience, Candid provides our users with the knowledge they need to make strategic decisions and develop practical solutions to achieve their missions...Program description
Program > target_populationGeneral/UnspecifiedFirst target population that the program is targeting
Program > target_population2Second target population that the program is targeting
Program > budget3002061Program budget in dollars
Program > areas_servedUnited StatesName of the geographic area served by the program
PlatinumMetrics > metricNumber of organizations you can find on GuideStarMetric name
PlatinumMetrics > years2018, 66602.0; 2017, 48075The years this metric was captured and the values for a given year
PlatinumMetrics > type_of_metricOutput - describing our activities and reachHow this metric is being measured
PlatinumMetrics > direction_of_successIncreasingHow to determine if this metric is showing a successful trend

Subsection and tax-exempt status

These fields can be used to understand tax-exempt status.

Premier API FieldExampleDescription
subsection_code03Subsection Codes are the codes shown under section 501(c) of the Internal Revenue Code of 1986, which define the category under which an organization may be exempt
subsection_description501(c)(3) Public CharityDescription of organization subsection code
affiliation_code3Single digit code designating the type of organization. If there is no group exemption, will be one of (Central, Intermediate, or Independent); if there is a group exemption, will be one of (Central, Intermediate, Independent, or Subordinate).This code is used if the organization is an independent organization or an independent auxiliary (i.e. not affiliated with a National, Regional, or Geographic grouping of organizations)
affiliation_descriptionThis code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a a National, Regional, or Geographic grouping of organizations).Description of what the affiliation code means
deductibility_code1Signifies whether contributions made to an organization are deductible
deductibility_descriptionContributions are deductible, as provided by lawDeductibility code description
parent_organizations > EIN53-0196617Array of EINs of parent organizations
parent_organizations > organization_nameUNITED STATES CONFERENCE OF CATHOLIC BISHOPSArray of names of parent organizations
parent_organizations > group_exemption0928Four-digit internal number assigned to parent organizations holding group exemption letters.
letter_of_determination_doc_nameCandid IRS Letter of DeterminationDocument name of the letter of determination
letter_of_determination_urlhttps://www.guidestar.org/ViewEdoc.aspx?eDocId=7185350&approved=TrueURL to the letter of determination

Financials

These fields are used to understand the general financial health of an organization. There are many more financial fields present in the Premier API including Part VIII, IX, X of the Form 990 and a financial trends analysis. There is also a PDF view of the financial trends available at Premier Financial Trends Analysis PDF API.

Premier API FieldExampleDescription
fiscal_year2019The most recent fiscal year of all financials on file
form_typeF990The IRS 990 form type used in this financial data
data_sourceIRS Form 990Source of current financial information
assets_total45546348Total monetary amount of assets, in USD
total_revenue29706800Total revenue, in USD
expenses_total25781921Total expenses, in USD
financial_statements > fiscal_year_end2019The fiscal year end of the financial statement
financial_statements > document_urlhttps://www.guidestar.org/ViewEdoc.aspx?eDocId=7185348&approved=TrueThe URL of the financial statement

Board of directors

These fields can be used to pull in the board of directors.

Premier API FieldExampleDescription
board_chair_nameT. Sylvester John
board_chair_affiliationWalmart
board_of_directors > nameAna Marie ArgilagosArray of board of directors' names
board_of_directors > titleArray of board of directors' titles
board_of_directors > CompanyHIP-Hispanics in PhilanthropyArray of board of directors' companies

Demographics and equity strategies

We include the answers to the following demographic questions for each participating organization:

  • Race & Ethnicity
  • Gender Identity
  • Sexual Orientation
  • Disability Status

We include the answers for these staff and volunteer groups working at the organization:

  • CEO/Leader
  • Co-CEO/ Co-Leader
  • Board Members
  • Senior Staff
  • Staff

Organization equity strategies are available within the demographics section of Premier API and provide an understanding of the equity strategies in place at an organization.

See Demographics, Equity, and Population Data for Grantmaking user guide for more information.


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