CharitySense

CharitySense Discovery API

Identity search and related-organization discovery.

Documentation GitHub OpenAPI

Operations 5

GET /api/v2/top-lists Browse the largest current filers in each cause, with live ratings #

GET /api/v2/search Search canonical organization identity or discovery indexes #

GET /api/v2/funders/for-cohort Find the funders backing a set of organizations #

GET /api/v2/charity/{ein}/discovery Discover organizations related by cause or region #

GET /api/v2/charity/diligence-summary Get bulk grant-readiness, financial, and live-rating summaries for up to 25… #

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OpenAPI Specification

openapi: 3.2.0
info:
  title: CharitySense Discovery API
  version: 3.0.0
  description: Canonical CharitySense API for nonprofit research compiled from the canonical research overlay.
  contact:
    name: CharitySense
    email: mazhar@charitysense.com
    url: https://data.charitysense.com/contact
servers:
- url: https://data.charitysense.com
security: []
tags:
- name: Discovery
  description: Identity search and related-organization discovery.
paths:
  /api/v2/top-lists:
    get:
      tags:
      - Discovery
      operationId: getTopLists
      summary: Browse the largest current filers in each cause, with live ratings
      security:
      - BearerAuth: []
      - ApiKeyAuth: []
      responses:
        '200':
          description: One list per cause. Postcard filers, organizations without a current live rating, and organizations whose latest return predates FilingYear are excluded.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TopLists'
        '503':
          $ref: '#/components/responses/ErrorResponse'
  /api/v2/search:
    get:
      tags:
      - Discovery
      operationId: searchOrganizations
      summary: Search canonical organization identity or discovery indexes
      parameters:
      - name: Query
        in: query
        required: true
        description: Organization name, EIN, alias, cause, or donor intent.
        schema:
          type: string
          minLength: 1
      - name: Mode
        in: query
        description: Identity uses deterministic identity fields; Discovery includes semantic cause text.
        schema:
          type: string
          enum:
          - Identity
          - Discovery
          default: Identity
      - name: Cursor
        in: query
        description: One-based Typesense result page.
        schema:
          type: integer
          minimum: 1
          default: 1
      - name: Limit
        in: query
        schema:
          type: integer
          minimum: 1
          maximum: 50
          default: 10
      - name: State
        in: query
        schema:
          type: string
      - name: Cause
        in: query
        schema:
          type: string
      - name: MinRevenue
        in: query
        schema:
          type: number
      - name: Sort
        in: query
        schema:
          type: string
          enum:
          - Relevance
          - Revenue
          - Assets
          - Recent
          default: Relevance
      - name: Facets
        in: query
        description: When true, include facet bucket counts for geography, cause, form, entity type, and revenue bands.
        schema:
          type: boolean
          default: false
      - name: PrimaryForm
        in: query
        schema:
          type: string
          enum:
          - '990'
          - 990EZ
          - 990N
          - 990PF
          - 990T
      - name: EntityType
        in: query
        schema:
          type: string
          enum:
          - PrivateFoundation
          - UnrelatedBusinessFiler
          - SmallTaxExemptOrganization
          - OperatingOrOtherTaxExempt
      - name: EvidenceTier
        in: query
        description: Discovery mode only.
        schema:
          type: string
          enum:
          - OfficialWebsite
          - FiledProgram
          - FiledMission
          - ClassificationOnly
      - name: MaxRevenue
        in: query
        schema:
          type: number
      - name: CauseLabel
        in: query
        description: Exact canonical cause label, e.g. "Human Services".
        schema:
          type: string
      responses:
        '200':
          description: Search results from a canonical search alias.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SearchResults'
        '422':
          $ref: '#/components/responses/ErrorResponse'
        '503':
          $ref: '#/components/responses/ErrorResponse'
  /api/v2/funders/for-cohort:
    get:
      tags:
      - Discovery
      operationId: getFundersForCohort
      summary: Find the funders backing a set of organizations
      description: Ranks funders by how many of the supplied organizations they reach, which is the question a grantmaker asks of a shortlist rather than of a single grantee.
      parameters:
      - name: EINs
        in: query
        required: true
        description: Comma-separated EINs, up to 25.
        schema:
          type: string
      - name: Limit
        in: query
        schema:
          type: integer
          minimum: 1
          maximum: 200
          default: 50
      - name: MinYear
        in: query
        schema:
          type: integer
      - name: AllCategories
        in: query
        schema:
          type: boolean
          default: false
      security:
      - BearerAuth: []
      - ApiKeyAuth: []
      responses:
        '200':
          description: Funders ranked by cohort reach, then amount.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CohortFunderList'
        '422':
          $ref: '#/components/responses/ErrorResponse'
        '500':
          $ref: '#/components/responses/ErrorResponse'
  /api/v2/charity/{ein}/discovery:
    get:
      tags:
      - Discovery
      operationId: discoverRelatedOrganizations
      summary: Discover organizations related by cause or region
      parameters:
      - $ref: '#/components/parameters/Ein'
      - $ref: '#/components/parameters/Form'
      - name: Intent
        in: query
        description: Optional discovery text. The profile cause or mission is used when omitted.
        schema:
          type: string
      - name: Limit
        in: query
        description: Maximum related organizations to return.
        schema:
          type: integer
          minimum: 1
          maximum: 25
          default: 6
      security:
      - BearerAuth: []
      - ApiKeyAuth: []
      responses:
        '200':
          description: Related organizations from the discovery search alias.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/DiscoveryResults'
        '404':
          $ref: '#/components/responses/ErrorResponse'
        '422':
          $ref: '#/components/responses/ErrorResponse'
        '503':
          $ref: '#/components/responses/ErrorResponse'
  /api/v2/charity/diligence-summary:
    get:
      tags:
      - Discovery
      operationId: getDiligenceSummary
      summary: Get bulk grant-readiness, financial, and live-rating summaries for up to 25…
      parameters:
      - name: EINs
        in: query
        required: true
        description: Comma-separated nine-digit EINs (maximum 25).
        schema:
          type: string
          minLength: 9
      security:
      - BearerAuth: []
      - ApiKeyAuth: []
      responses:
        '200':
          description: Per-organization diligence summaries in request order.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/DiligenceSummary'
        '422':
          $ref: '#/components/responses/ErrorResponse'
        '503':
          $ref: '#/components/responses/ErrorResponse'
components:
  schemas:
    CohortFunderList:
      type: object
      required:
      - CohortEINs
      - Funders
      properties:
        CohortEINs:
          type: array
          items:
            type: integer
        CohortSize:
          type: integer
        Funders:
          type: array
          items:
            $ref: '#/components/schemas/Funder'
        FunderCount:
          type: integer
        TotalAmount:
          type: number
      additionalProperties: false
    DiligenceSummary:
      type: object
      required:
      - Organizations
      properties:
        Organizations:
          type: array
          items:
            type: object
            required:
            - EIN
            properties:
              EIN:
                type: integer
              Name:
                type: string
              Location:
                type: string
              PrimaryForm:
                type: string
              Revenue:
                type: number
              Assets:
                type: number
              LatestYear:
                type: integer
              Rating:
                type: object
                required:
                - Score
                - State
                properties:
                  Score:
                    type: integer
                    minimum: 0
                    maximum: 100
                  State:
                    type: string
                additionalProperties: false
              Readiness:
                type: object
                properties:
                  Label:
                    type: string
                    enum:
                    - Clear
                    - Needs review
                    - Compliance issue flagged
                  Tone:
                    type: string
                    enum:
                    - Good
                    - Caution
                    - Concern
                  ReviewReasons:
                    type: array
                    items:
                      type: string
                  RestrictionStatus:
                    type: string
                    enum:
                    - Confirmed
                    - Review
                    - Clear
                  RestrictionConfirmed:
                    type: integer
                  RestrictionReview:
                    type: integer
                additionalProperties: false
            additionalProperties: false
      additionalProperties: false
    Error:
      type: object
      required:
      - detail
      properties:
        detail:
          oneOf:
          - type: string
          - type: object
            properties:
              ErrorCode:
                type: string
              Message:
                type: string
            additionalProperties: true
          - type: array
            description: FastAPI request-validation errors.
            items:
              type: object
              additionalProperties: true
      additionalProperties: false
    SearchHit:
      type: object
      required:
      - EIN
      - Name
      properties:
        EIN: {}
        Name:
          type: string
        Location:
          type: string
        Description:
          type: string
        Cause:
          type: string
        PrimaryForm:
          type: string
        FormTypes:
          type: array
          items:
            type: string
        FamilyID: {}
        OrganizationRole:
          type: string
          enum:
          - Central
          - Member
          - Independent
        EntityType:
          type: string
        EvidenceTier:
          type: string
          enum:
          - OfficialWebsite
          - FiledProgram
          - FiledMission
          - ClassificationOnly
        EvidenceRefs:
          type: array
          items:
            type: string
        WhyMatched:
          type: array
          items:
            type: object
            additionalProperties: true
        Match:
          type: object
          additionalProperties: true
        Explanation:
          type: string
        Similarity:
          type: object
          required:
          - Score
          - EvidenceCoverage
          - Components
          properties:
            Score:
              type: integer
              minimum: 0
              maximum: 100
            EvidenceCoverage:
              type: integer
              minimum: 0
              maximum: 100
            Components:
              type: array
              items:
                type: object
                required:
                - Kind
                - State
                - Weight
                properties:
                  Kind:
                    type: string
                  State:
                    type: string
                    enum:
                    - Matched
                    - NotMatched
                    - Unavailable
                  Score:
                    type: integer
                    minimum: 0
                    maximum: 100
                  Weight:
                    type: number
                  Contribution:
                    type: number
                  Values:
                    type: array
                    items:
                      type: string
                additionalProperties: false
          additionalProperties: false
      additionalProperties: false
    DiscoveryResults:
      type: object
      required:
      - Intent
      - PolicyVersion
      - Weights
      - Organizations
      properties:
        Intent: {}
        PolicyVersion:
          type: string
        Weights:
          type: object
          additionalProperties:
            type: number
        Organizations:
          type: array
          items:
            $ref: '#/components/schemas/SearchHit'
      additionalProperties: false
    SearchResults:
      type: object
      required:
      - Query
      - Mode
      - Hits
      - Found
      - Page
      properties:
        Query:
          type: string
        Mode:
          type: string
          enum:
          - Identity
          - Discovery
        Hits:
          type: array
          items:
            allOf:
            - $ref: '#/components/schemas/SearchHit'
            - required:
              - Match
        Found:
          type: integer
        Page:
          type: integer
        QueryVersion:
          type: string
        Facets:
          type: object
          description: Facet buckets with counts, present only when Facets=true.
          additionalProperties:
            type: array
            items:
              type: object
              additionalProperties: true
        NextCursor:
          type: string
        Resolution:
          type: object
          additionalProperties: true
      additionalProperties: false
    Funder:
      type: object
      required:
      - EIN
      properties:
        EIN:
          type: integer
        Name:
          type: string
        Location:
          type: string
        PrimaryForm:
          type: string
        EntityType:
          type: string
        ProfileAvailable:
          type: boolean
          description: Whether a profile exists to open, read from the overlay rather than the filing requirement.
        Amount:
          type: number
        GrantCount:
          type: integer
        RecipientCount:
          type: integer
          description: How many of the requested organizations this funder reaches. Cohort responses only.
        EarliestYear:
          type: integer
        LatestYear:
          type: integer
        Categories:
          type: array
          items:
            type: string
      additionalProperties: false
    TopLists:
      type: object
      required:
      - Week
      - FilingYear
      - Lists
      properties:
        Week:
          type: integer
        FilingYear:
          type: integer
          description: The tax year most of the sector has filed for. An organization whose latest return is older is held out.
        Lists:
          type: array
          minItems: 1
          items:
            type: object
            required:
            - Key
            - Title
            - Description
            - Causes
            - Organizations
            properties:
              Key:
                type: string
              Title:
                type: string
              Description:
                type: string
              Causes:
                type: array
                description: The IRS classification labels this cause holds.
                items:
                  type: string
              Organizations:
                type: array
                minItems: 10
                maxItems: 10
                description: Largest first by filed revenue.
                items:
                  type: object
                  required:
                  - EIN
                  - Name
                  - Score
                  properties:
                    EIN:
                      type: string
                    Name:
                      type: string
                    Location:
                      type: string
                    PrimaryForm:
                      type: string
                    Revenue:
                      type: number
                    LatestYear:
                      type: integer
                    Score:
                      type: integer
                  additionalProperties: false
            additionalProperties: false
      additionalProperties: false
  parameters:
    Form:
      name: Form
      in: query
      description: Select an available form context. Defaults to the profile's primary form.
      schema:
        type: string
        enum:
        - '990'
        - 990EZ
        - 990N
        - 990PF
        - 990T
    Ein:
      name: ein
      in: path
      required: true
      description: Nine-digit Employer Identification Number.
      schema:
        type: integer
        minimum: 10000000
        maximum: 999999999
  responses:
    ErrorResponse:
      description: Request error in detail, with a stable ErrorCode when available.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
  securitySchemes:
    BearerAuth:
      type: http
      scheme: bearer
    ApiKeyAuth:
      type: apiKey
      in: header
      name: X-CharitySense-API-Key
externalDocs:
  description: Agent integration guide and recommended workflow.
  url: https://data.charitysense.com/agents