Once Upon a 990PF: What Story Does Your 990PF Tell About Your Foundation?

Tuesday, September 19, 2017
Tuesday, September 19, 2017, 8:30 AM - 12:30 PM
Produced in partnership with the Foundation Center and with support from the Conrad N. Hilton Foundation




Have you read your institution’s 990PF lately?  Have you ever stopped to think what headlines it might inspire? The IRS recently started releasing e-filed Forms 990 and 990PF as machine-readable, open data. Because the data is now not only open, but digital and machine-readable, this means anyone from journalists to researchers to activists can aggregate this data and make comparisons, correlations, and judgments about philanthropy at lightning speed, all without your input. This has implications for foundations institution-wide, from governance practices to grants data and from staffing to investment management. 

Learn About:

  • How open philanthropic data works
  • New efforts by the IRS to make your 990PF data both free and open
  • The anatomy of your 990PF
  • How to analyze the story your current 990PF tells about your foundation
  • Recommendations for better communicating your foundation’s work through the 990PF
  • Foundation policies that may need revisiting in light of new era of open 990s

Attend this session to learn how to turn an examination of your 990PF into an opportunity for improving internal practice, policy, and how these are communicated.  Topics covered will include cautionary tales, do’s and don’ts, an overview of sections of the 990PF that present potential risks and vulnerabilities, as well as those that present opportunities to better explain your institution’s work.  

Note: This session focuses only on the 990PF, and is specifically designed for staff and board members affiliated with private foundations. Participants are encouraged to bring a copy of their latest 990PF to use for interactive exercises (if you don’t have one, a sample will be provided for you).


Location: Eliot Center @ First Unitarian Church, 1226 SW Salmon, Portland OR 97205

$25 Members | $50 Nonmembers


Current members must be logged in to our site in order to register. Log in by clicking the padlock/”For Members” tab in the navigation bar above. If you have not set up a username and password, you can do so at gosw.org/membership-registration

Our programs are open to our members and to anyone who meets our membership criteria. If you are not currently a member but qualify and would like to attend, please contact us at info@gosw.org for registration assistance.

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