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Basic Funder 990 Insights

Dig into funder 990 insights to make informed decisions on funders you go after

Written by Priya Devineni
Updated this week

Our 990 Insights puts vital funder information in an easy-to-read format so you don't have to comb through the 990 Form itself. Easily see data such as Contact Information, Key People and Key Financial Stats at your fingertips.

If you're unsure where to locate Funder 990 Insights, look here!

This article will cover Basic Funder 990 Insights. For even more streamlined prospecting, check out our Advanced Funder 990 Insights.


Overview

At the top of our 990 Reports, there's an Overview section that details information like Total assets, Average grant amount, Total giving and Median grant amount.


990 Forms as PDFs

Next, you'll see all of the funder's past Form 990 filings with the IRS, which you can download as PDFs.


Contact Information

Further down is the funder's Contact Information, which includes their EIN, Address, Phone number and Website.


Key People

Quickly see the foundation's key people in the Key People section. This can help you make personalized outreach when contacting a funder.

The data in the Key People section of a 990 Report is not included in the Contact Report. That report exports the Funder Contacts added by your team.


Key Financial Stats

Quickly see Giving history, Number of Grants and Assets in easy-to-read charts in the Key Financial Stats section.

Interested in the Giving Average & Median? This Advanced Funder Insight is available on select plans—check out our Pricing page!


Past Grantees

Learn who the funder has historically given to with our Past Grantees section. Use the state filter to see grantees in a specific region—this helps users identify local organizations or opportunities in an area they care about.

CSV download

You can download a CSV of the Past Grantees data from any of the selected years.

On lower-tiered plans, Past Grantees are limited to a few years back. If you'd like to see All-time Past Grantees and whether or not they are New Grantees, these Advanced Funder Insights are on select plans.


Basic Funder 990 Insights are a great way to introduce a funder and provide a glimpse of their giving trends. Want to take your funder research to the next level and learn about Openness to New Grantees, Giving by NTEE Code and more? Check out our Advanced Funder Insights.


Contact Us

Reach out to our friendly Support team if you have any questions about Funder 990 Insights. Message us via the chat bubble when you're logged in, or email us at hello@instrumentl.com.

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