Another Effort At Efficiently Crunching 990 Data

by:

Joe Patti

Thanks to the Non-Profit Law Blog’s weekly curated link list, I learned that there is a new collaborative working on a way to provide a clearinghouse for raw, clean, and standardized nonprofit tax data gathered from Form 990 filings.

While that may not sound like it is relevant to your daily life at all, being able to easily access that day will make researching non-profits much easier, hopefully resulting in data which will support better decision making.

Drew McManus painstakingly extracted data from 990 filings from 2005 to 2022 for his annual Orchestra Compensation Report project on Adaptistration. He would frequently grumble about the fact that the data was not available in a machine readable format that would make that data so much easier to process and shift through. If I recall correctly, his go to source was the Pro Publica Non Profit Explorer which is contributing their data to this new clearinghouse.

Having good data about things like compensation can help advance equity and inclusion goals. The Association of Performing Arts Professionals (APAP) is engaged in an Art Compensation Project for some of these very reasons.

Better data crunching capabilities can also facilitate the study of differences by region and discipline for revenues, expenses, impact of private vs. public & government based grant making, etc.

Given that there have been so many groups who have attempted to serve as a clearinghouse for 990 data, the biggest question perhaps is whether this new collaboration can make it work better than in the past.

You’re Not Hiring Them To Fit In

by:

Joe Patti

There was a short piece in Fast Company today that discusses hiring employees in similar terms to what is required to broaden and diversify audiences – You have to hire for the company culture you want rather than hiring someone to fit existing work culture.  Basically, you can’t expect the changes you want to happen by forcing new hires to conform and fit in. Effort needs to be made to support and acknowledge the change new hires are bringing to the organization. (my emphasis)

I’ve found that companies genuinely committed to improving their workplace cultures also have another set of priorities. They look for candidates with a proven record of curiosity, innovation, and making change inside organizations.

[…]

To attract changemakers, organizations should demonstrate a genuine commitment to fostering this kind of internal innovation. In company events and full staff meetings, highlight employees who have called out problems, suggested solutions, and improved how the organization operates. One company even rewards employees for making new and interesting mistakes, showing that it supports employees taking risks and trying out new things.

Committing to changing organizational culture needs full investment because it is the right thing to do rather than the thing people expect the organization to do. It has been noted that a lot of the diversity and equity leader hires that occurred in the wave after the George Floyd protests have started to disappear, frequently due to the lack of internal support and delegated authority provided to those hired. Companies would loudly announce their commitment to change, but because there was no accountability, layoffs and resignations followed.

August Wilson Biography Causing Some Buzz

by:

Joe Patti

The Atlantic recently ran a piece by Imani Perry reviewing a biography of playwright August Wilson by Patti Hartigan. The book has been getting a lot of notice over the last few weeks. This is one of many reviews.

To some extent Wilson’s story is not unexpected or surprising. A child voracious for knowledge who is poorly served by the education system. A playwright who struggles to get his work seen because audiences aren’t interested in the stories he wants to tell. When he does become successful, he feels the conflict between staying true versus selling out and is criticized for making white audiences feel uncomfortable, but not pushing so far as to cause them not to see his plays.

It was interesting to read that Wilson and his collaborators may have among the first to pioneer using regional theaters to develop works before moving them to Broadway.

Not least, Richards took on the challenge of attracting a producer. “Serious plays concerning minorities … are not considered a good risk,” he observed,…Together, Richards and Wilson came up with an unusual strategy, and in the process helped inaugurate a new and closer relationship between commercial and nonprofit theater in America. Work was first staged in regional theaters, which were free of Broadway’s commercial pressures and able to take chances, and Wilson got the kind of “long development process” he knew he needed, revising tirelessly in rehearsals and in reaction to performances.

His 1987 play, Fences, was the one he liked the least and felt he had compromised on to please audiences and critics. It was Robert Brustein who was among those who criticized Wislon most strongly and suggested Wilson was being too polite with audiences.

“Brustein implied that Wilson’s work in general was calibrated to elicit white guilt without jeopardizing white acceptance. Any Black artist who has acquired a modicum of mainstream acclaim while sustaining a sincere interest in Black life knows this kind of criticism intimately. Wilson’s experience is an aching reminder that no amount of professional stature insulates one from it. In fact, quite the contrary.”

Fewer Non-Profits Engaging In Lobbying Advocacy Than 20 Years Ago

by:

Joe Patti

According to a story on the Associated Press, fewer non-profits are engaging in lobbying efforts than 20 years ago. The Independent Sector had commissioned a study that found less than 1/3 of organizations engaged in lobbying over the last five years versus nearly 3/4  of organizations in 2000. Given that there was a lot of advocacy for Covid funding, these results make me wonder if more people weren’t engaged in lobbying in the last five years and didn’t consider what they were doing to be lobbying or if fewer entities did a lot of the heavy lifting versus twenty years ago.

The survey results do seem to indicate organizations are unaware of lobbying rules or uncomfortable with engaging in lobbying and lack the resources to participate.

And even though nonprofits work on a range of issues that are affected by policy choices, such as funding for the arts and science and policies on hot-button issues like abortion and gun control, less than one-third of nonprofits said they were well-versed in how to legally conduct advocacy campaigns and how much lobbying they were permitted to do. Twenty years ago more than half knew the rules, the survey found.

[…]

Holding nonprofits back, Watkins said, was a lack of money to hire full-time staff with policy expertise and fear that taking part in debates on policy matters or providing voters with nonpartisan voting guides would put their nonprofit status in jeopardy.

Independent Sector plans to conduct studies to dig deeper into the reasons for the decline, but experts said many nonprofits don’t have the money to engage in policy debates. And some organizations may fear taking public stances on issues, given the heated political environment.

Sticking their necks out could make them targets of political opponents, they said.

 

A number of survey responses seemed to indicate people were concerned about running afoul IRS rules that prohibit investing a substantial amount of time and resources into lobbying. Substantial is apparently a much higher bar than people realize, though obviously the term leaves a considerable amount of gray area open to interpretation.

While Gorovitz allowed that the IRS regulations on nonprofit advocacy can be confusing, the guidance provided by the agency, he said, is often misunderstood.

“It does not mean ‘don’t lobby,’” he said. “It means lobby. It’s an express invitation in the tax code that says you can lobby.”