CANDID: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CANDID (EIN 13-1837418)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-30
- IRS object ID
- 202401519349301105
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-30T10:26:46-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131837418 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANDID | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 2126204230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 OLD SLIP 24TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN MEI CHANG | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2126204230 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANN | PersonFirstNm |
| Person Last | MEI CHANG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVA MRUK | PreparerPersonNm |
| PTIN | P00543254 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2024-05-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANN MEI CHANG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 OLD SLIP 24TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $78,540,830 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CANDID.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | CANDID GETS YOU THE INFORMATION YOU NEED TO DO GOOD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 230 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $74,754 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,177,743 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,769,879 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,245,979 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $33,025,623 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,320,471 | PYInvestmentIncomeAmt |
| CY Investment Income | $966,328 | CYInvestmentIncomeAmt |
| PY Other Revenue | $95,002 | PYOtherRevenueAmt |
| CY Other Revenue | $450,638 | CYOtherRevenueAmt |
| PY Total Revenue | $51,839,195 | PYTotalRevenueAmt |
| CY Total Revenue | $43,212,468 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,741,623 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,039,590 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,487,325 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,148,047 | PYOtherExpensesAmt |
| CY Other Expenses | $14,983,357 | CYOtherExpensesAmt |
| PY Total Expenses | $39,889,670 | PYTotalExpensesAmt |
| CY Total Expenses | $36,022,947 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,949,525 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,189,521 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $90,918,496 | TotalAssetsBOYAmt |
| Total Assets EOY | $100,177,752 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,457,207 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,594,864 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $59,461,289 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $69,582,888 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,424,764 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $31,265,766 | RevenueAmt |
| Desc | SEE SCHEDULE O - FOR NARRATIVE ON PRODUCTS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,789,600 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,302,429 | RevenueAmt |
| Desc | SEE SCHEDULE O - FOR NARRATIVE ON PUBLIC INTEREST AND OTHER PROGRAMS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,859,817 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $457,428 | RevenueAmt |
| Desc | SEE SCHEDULE O - FOR NARRATIVE ON DATA COLLECTION AND ANALYSIS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $26,074,181 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 62 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 230 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN MEI CHANG CEO | PersonNm |
| Phone | 2126204230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 OLD SLIP 24TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100053500 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| RHETT N MABRY | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MELISSA BERMAN | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRIAN TRELSTAD | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANA MARIE ARGILAGOS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ESTHER T BENJAMIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAMI DAR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NAILA FAROUKY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIA DEL ROSARIO GALLEGO GARCIA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATT GEE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN GOODALL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROMANITA HAIRSTON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NEAL HEGARTY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH D HOOVER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOMINICK J IMPEMBA | ||||||||
| TRUSTEE, THRU MARCH 2, 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH M JONES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN KISH | ||||||||
| TRUSTEE, THRU MARCH 2, 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MOSUN LAYODE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNA MURRAY-BROWN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINA ROSQUETA | ||||||||
| TRUSTEE, THRU MARCH 2, 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| T SYLVESTER JOHN | ||||||||
| TRUSTEE, THRU NOVEMBER 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANGELA F WILLIAMS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN MEI CHANG | ||||||||
| CEO | 50.00 | Yes (X) | $397,813 | $0 | $38,444 | |||
| MIZMUN KUSAIRI | ||||||||
| SECRETARY/VP OF PLANNING | 50.00 | Yes (X) | $220,710 | $0 | $29,767 | |||
| PUNIT KOHLI | ||||||||
| VP OF FINANCE, THRU DECEMBER 2023 | 50.00 | Yes (X) | $297,096 | $0 | $35,600 | |||
| KEVIN L MULDER | ||||||||
| VP OF TECHNOLOGY | 50.00 | $288,784 | $0 | $69,377 | Yes (X) | |||
| JOHN GONZALEZ | ||||||||
| VP OF PRODUCT MANAGEMENT | 50.00 | $297,000 | $0 | $66,410 | Yes (X) | |||
| JOSE RODRIGUEZ | ||||||||
| SR. DIR. OF STRATEGIC PART | 50.00 | $295,542 | $0 | $33,263 | Yes (X) | |||
| TRACY L WAKSLER | ||||||||
| VP OF GROWTH | 50.00 | $269,369 | $0 | $46,622 | Yes (X) | |||
| DEANCA DICKEY | ||||||||
| VP OF TALENT | 50.00 | $223,036 | $0 | $31,577 | Yes (X) | |||
| SHANE WARD | ||||||||
| VP OF DATA | 50.00 | $213,398 | $0 | $60,735 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,502,748 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $411,795 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 77 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VENTION SOLUTIONS INC | |||||
| 697 MILL CREEK ROAD SUITE 13 | MANAHAWKIN | NJ | 08050 | SOFTWARE DEVELOPMENT CONSULTING | $810,008 |
| ITECHART GROUP INC | |||||
| 697 MILL CREEK ROAD SUITE 13 | MANAHAWKIN | NJ | 08050 | SOFTWARE DEVELOPMENT CONSULTING | $712,116 |
| BAS CONSULTING GROUP LLC | |||||
| 30 N GOULD ST STE R | SHERIDAN | WY | 82801 | FINANCE CONSULTING | $246,000 |
| DANIEL J EDELMAN INC | |||||
| 21992 NETWORK PLACE | CHICAGO | IL | 60673 | WEBSITE MAINTENANCE CONSULTING | $235,401 |
| RSM US LLP | |||||
| 331 WEST 3RD STREET SUITE 200 | DAVENPORT | IA | 52801 | FINANCE CONSULTING | $229,691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $8,769,879 | AllOtherContributionsAmt |
| Total Contributions | $8,769,879 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PRODUCT REVENUE | 611710 | $31,265,766 | $31,265,766 |
| CANDID COMMUNITY | 611710 | $974,550 | $974,550 |
| CANDID TRAINING | 611710 | $327,879 | $327,879 |
| COMMUNITY FDTN INSIGHT | 611710 | $228,386 | $228,386 |
| FOUNDATION WEB BUILDER | 611710 | $1,948 | $1,948 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $227,094 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $227,094 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $33,025,623 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,539,159 | TotalRevenueColumnAmt |
| Exclusion | $1,539,159 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $44,248 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,000 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $24,248 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,248 | TotalRevenueColumnAmt |
| Exclusion | $24,248 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,735,531 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,308,362 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$572,831 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$572,831 | TotalRevenueColumnAmt |
| Exclusion | -$572,831 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| WRITE-OFF ACCRUED EXP | 900099 | $218,960 | $218,960 | |
| MISC. INCOME | 900099 | $132,676 | $132,676 | |
| SPONSORED WEBINARS | 541800 | $74,754 | $74,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $426,390 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,212,468 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,025,623 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $74,754 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,342,212 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,377,591 | TotalAmt |
| Program Services | $1,071,465 | ProgramServicesAmt |
| Management And General | $238,965 | ManagementAndGeneralAmt |
| Fundraising | $67,161 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,119,026 | TotalAmt |
| Program Services | $11,759,311 | ProgramServicesAmt |
| Management And General | $2,622,629 | ManagementAndGeneralAmt |
| Fundraising | $737,086 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,251,605 | TotalAmt |
| Program Services | $973,476 | ProgramServicesAmt |
| Management And General | $217,110 | ManagementAndGeneralAmt |
| Fundraising | $61,019 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,148,749 | TotalAmt |
| Program Services | $1,671,259 | ProgramServicesAmt |
| Management And General | $372,734 | ManagementAndGeneralAmt |
| Fundraising | $104,756 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,142,619 | TotalAmt |
| Program Services | $888,709 | ProgramServicesAmt |
| Management And General | $198,205 | ManagementAndGeneralAmt |
| Fundraising | $55,705 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,931 | TotalAmt |
| Management And General | $214,931 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,209 | TotalAmt |
| Management And General | $229,209 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,800 | TotalAmt |
| Management And General | $53,800 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,631 | TotalAmt |
| Management And General | $172,631 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,444 | TotalAmt |
| Program Services | $173,675 | ProgramServicesAmt |
| Management And General | $88,056 | ManagementAndGeneralAmt |
| Fundraising | $3,713 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $831,861 | TotalAmt |
| Program Services | $831,861 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,242,190 | TotalAmt |
| Program Services | $223,831 | ProgramServicesAmt |
| Management And General | $858,498 | ManagementAndGeneralAmt |
| Fundraising | $159,861 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,365,635 | TotalAmt |
| Program Services | $4,890,599 | ProgramServicesAmt |
| Management And General | $1,365,056 | ManagementAndGeneralAmt |
| Fundraising | $109,980 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,972,552 | TotalAmt |
| Program Services | $1,350,002 | ProgramServicesAmt |
| Management And General | $544,462 | ManagementAndGeneralAmt |
| Fundraising | $78,088 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $870,047 | TotalAmt |
| Program Services | $508,448 | ProgramServicesAmt |
| Management And General | $341,221 | ManagementAndGeneralAmt |
| Fundraising | $20,378 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,551 | TotalAmt |
| Program Services | $82,551 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,081,461 | TotalAmt |
| Program Services | $1,431,132 | ProgramServicesAmt |
| Management And General | $568,757 | ManagementAndGeneralAmt |
| Fundraising | $81,572 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,298 | TotalAmt |
| Program Services | $140,468 | ProgramServicesAmt |
| Management And General | $55,824 | ManagementAndGeneralAmt |
| Fundraising | $8,006 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STAFF DEVELOPMENT | $355,823 | $36,470 | $319,353 |
| REPAIRS AND MAINTENANCE | $35,332 | $35,332 | |
| SALES TAX EXPENSE | $5,342 | $5,342 | |
| NYS TAXES PAID | $250 | $250 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,022,947 | TotalAmt |
| Program Services | $26,074,181 | ProgramServicesAmt |
| Management And General | $8,461,441 | ManagementAndGeneralAmt |
| Fundraising | $1,487,325 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,214,950 | BOYAmt |
| EOY | $3,501,125 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,551,691 | BOYAmt |
| EOY | $12,868,829 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,842,204 | BOYAmt |
| EOY | $2,891,599 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,501,696 | BOYAmt |
| EOY | $1,650,992 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $739,177 | BOYAmt |
| EOY | $576,607 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,652,003 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,247,993 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,810,808 | BOYAmt |
| EOY | $17,404,010 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,790,251 | BOYAmt |
| EOY | $51,180,328 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,467,719 | BOYAmt |
| EOY | $10,104,262 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,918,496 | BOYAmt |
| EOY | $100,177,752 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,124,255 | BOYAmt |
| EOY | $1,960,826 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,751,000 | BOYAmt |
| EOY | $14,783,564 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,581,952 | BOYAmt |
| EOY | $13,850,474 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,457,207 | BOYAmt |
| EOY | $30,594,864 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,126,666 | BOYAmt |
| EOY | $58,724,942 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,334,623 | BOYAmt |
| EOY | $10,857,946 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,461,289 | BOYAmt |
| EOY | $69,582,888 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,918,496 | BOYAmt |
| EOY | $100,177,752 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,189,521 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,862,243 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$930,165 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,423,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,331,121 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,672,424 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,177,743 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,769,879 | CurrentTaxYearAmt |
| Total | $72,374,176 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,423,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,331,121 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,672,424 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,177,743 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,769,879 | CurrentTaxYearAmt |
| Total | $72,374,176 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $21,061,818 | SubstantialContributorsTotAmt |
| Public Support Total170 | $51,312,358 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $722,182 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $293,548 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,873 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,097,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,583,407 | CurrentTaxYearAmt |
| Total | $3,718,985 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,598 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,064,486 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,673 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,792 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $351,636 | CurrentTaxYearAmt |
| Total | $1,553,185 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $77,646,346 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $152,418,575 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63820 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | VENDING MACHINE INCOME - 2019 AMOUNT: $ 1,055. 2020 AMOUNT: $ 340. 2021 AMOUNT: $ 351. 2022 AMOUNT: $ 360. MISC INCOME - 2019 AMOUNT: $ 17,543. 2020 AMOUNT: $ 1,064,146. 2021 AMOUNT: $ 50,682. 2022 AMOUNT: $ 30,432. 2023 AMOUNT: $ 132,676. TAX REFUNDS - 2021 AMOUNT: $ 36,640. WRITE-OFF OF ACCRUED EXPENSES - 2023 AMOUNT: $ 218,960. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $53,800 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $53,800 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | CANDID ENGAGED LIGHTHOUSE PUBLIC AFFAIRS, LLC TO LOBBY AND SECURE FAVORABLE AMENDMENTS TO CALIFORNIA ASSEMBLY BILL 488 IN REGARDS TO THE REGULATION OF CHARITABLE FUNDRAISING PLATFORMS AND PLATFORM CHARITIES. LIGHTHOUSE PUBLIC AFFAIRS, LLC WAS PAID $53,800 FOR THEIR SERVICES FOR THE YEAR ENDING DECEMBER 31, 2023. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,121,195 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,368,619 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $17,489,814 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,466,592 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$2,345,397 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $16,121,195 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,729,532 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,979,318 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $22,708,850 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,367,766 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,361,766 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $18,729,532 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,722,785 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,644,981 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $17,367,766 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.90200 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.09800 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,136,019 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,910,119 | DepreciationAmt |
| Book Value | $2,225,900 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,188,655 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,073,331 | DepreciationAmt |
| Book Value | $115,324 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,327,329 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,264,543 | DepreciationAmt |
| Book Value | $15,062,786 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,404,010 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSET - OPERATING LEASES | Desc |
| Book Value | $10,104,262 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,104,262 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUMULATED POSTRETIREMENT BENEFIT OBLIGATION | $925,601 |
| RIGHT OF USE LIABILITIES - OPERATING LEASES | $12,924,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,850,474 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $46,997,010 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,862,243 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $94,930 | OtherRevenueAmt |
| Revenue Not Reported | $3,957,173 | RevenueNotReportedAmt |
| Revenue Subtotal | $43,039,837 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $172,631 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $172,631 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $43,212,468 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,870,316 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $20,000 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $20,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $35,850,316 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $172,631 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $172,631 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $36,022,947 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | CANDID'S ENDOWMENT FUNDS AND BOARD-DESIGNATED AMOUNTS FOR LONG-TERM INVESTMENT CONSIST OF PERMANENTLY RESTRICTED NET ASSETS (ENDOWMENT FUNDS) AND A BOARD-DESIGNATED AMOUNT FOR LONG-TERM INVESTMENT. THE PERMANENTLY RESTRICTED NET ASSETS (ENDOWMENT FUNDS) ARE SUBJECT TO DONOR-IMPOSED STIPULATIONS THAT THE PRINCIPAL BE MAINTAINED PERMANENTLY BY CANDID. CANDID HAS THREE SEPARATE ENDOWMENTS AND IT IS PERMITTED TO USE THE INCOME EARNED ON THE RELATED INVESTMENTS FOR GENERAL PURPOSES, LIBRARY ACQUISITIONS AND PUBLIC EDUCATION. THE BOARD-DESIGNATED AMOUNT FOR LONG-TERM INVESTMENT IS A FUND SET ASIDE BY THE BOARD OF TRUSTEES FOR LONG-TERM INVESTMENT THAT ENSURE CANDID'S FINANCIAL STRENGTH AND AGILITY, AND PROVIDE A RESERVE FUND IN THE EVENT OF A FINANCIAL EMERGENCY. |
| PART X, LINE 2: | CANDID RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT CANDID HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. CANDID IS NO LONGER SUBJECT TO EXAMINATION BY THE APPLICABLE JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2020. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 20,000. POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC BENEFIT COST 74,930. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 20,000. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | AS OF DECEMBER 31, 2023, AN ACTUARIAL GAIN OF $74,930 WAS NOT YET RECOGNIZED AS A COMPONENT OF NET PERIODIC POSTRETIREMENT BENEFIT COST. THIS GAIN IS RECORDED ON THE DECEMBER 31, 2023 STATEMENT OF CHANGES IN NET ASSETS WITHOUT DONOR RESTRICTIONS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANN MEI CHANG | ||||||||||||||
| CEO | $392,637 | $0 | $4,660 | $0 | $516 | $0 | $23,100 | $0 | $15,344 | $0 | $436,257 | $0 | $0 | $0 |
| JOHN GONZALEZ | ||||||||||||||
| VP OF PRODUCT MANAGEMENT | $296,208 | $0 | $0 | $0 | $792 | $0 | $21,525 | $0 | $44,885 | $0 | $363,410 | $0 | $0 | $0 |
| KEVIN L MULDER | ||||||||||||||
| VP OF TECHNOLOGY | $288,664 | $0 | $0 | $0 | $120 | $0 | $21,221 | $0 | $48,156 | $0 | $358,161 | $0 | $0 | $0 |
| PUNIT KOHLI | ||||||||||||||
| VP OF FINANCE, THRU DECEMBER 2023 | $285,450 | $0 | $0 | $0 | $11,646 | $0 | $20,256 | $0 | $15,344 | $0 | $332,696 | $0 | $0 | $0 |
| JOSE RODRIGUEZ | ||||||||||||||
| SR. DIR. OF STRATEGIC PART | $226,831 | $0 | $30,000 | $0 | $38,711 | $0 | $16,278 | $0 | $16,985 | $0 | $328,805 | $0 | $0 | $0 |
| TRACY L WAKSLER | ||||||||||||||
| VP OF GROWTH | $268,577 | $0 | $0 | $0 | $792 | $0 | $18,258 | $0 | $28,364 | $0 | $315,991 | $0 | $0 | $0 |
| SHANE WARD | ||||||||||||||
| VP OF DATA | $213,006 | $0 | $0 | $0 | $392 | $0 | $15,778 | $0 | $44,957 | $0 | $274,133 | $0 | $0 | $0 |
| DEANCA DICKEY | ||||||||||||||
| VP OF TALENT | $222,520 | $0 | $0 | $0 | $516 | $0 | $15,948 | $0 | $15,629 | $0 | $254,613 | $0 | $0 | $0 |
| MIZMUN KUSAIRI | ||||||||||||||
| SECRETARY/VP OF PLANNING | $220,398 | $0 | $0 | $0 | $312 | $0 | $15,623 | $0 | $14,144 | $0 | $250,477 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | REFER TO THE EXPLANATION FOR FORM 990, PART VI, SECTION B, LINE 15 ON SCHEDULE O. |
| PART I, LINE 5 | JOSE RODRIGUEZ, SENIOR DIRECTOR OF STRATEGIC PARTNERSHIPS & CHANNELS, RECEIVED A COMMISSION PAYMENT OF $37,471 BASED ON HIS INDIVIDUAL SALES DURING THE CALENDAR YEAR 2023. |
| PART I, LINE 7 | CERTAIN OFFICERS AND OTHER EMPLOYEES LISTED ON SCHEDULE J, PART II RECEIVED TAXABLE DISCRETIONARY BONUSES INCLUDED IN THEIR 2023 W-2S. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1: | EVERY YEAR, MILLIONS OF NONPROFITS SPEND TRILLIONS OF DOLLARS AROUND THE WORLD. CANDID FINDS OUT WHERE THAT MONEY COMES FROM, WHERE IT GOES, AND WHY IT MATTERS. THIS GIVES US A UNIQUE PLATFORM WHERE WE CAN SURFACE DATA AND INSIGHTS TO INFORM DECISION-MAKING, STREAMLINE THE GRANTMAKING PROCESS, AND ENSURE MORE EQUITABLE ACCESS TO FUNDING. CANDID GETS YOU THE INFORMATION YOU NEED TO DO GOOD. |
| FORM 990, PART III, LINE 4A: | CANDID'S PROGRAMS ALIGN WITH OUR 2030 VISION WHICH BUILDS ON OUR UNIQUE ABILITY TO BE THE INFORMATION INFRASTRUCTURE THAT SUPPORTS ORGANIZATIONS DOING GOOD. CANDID IS WORKING ON COLLECTING, ANALYZING, AND DISTRIBUTING DATA AND INSIGHTS ABOUT THE WORK OF THE SOCIAL SECTOR, ORGANIZED AROUND FIVE KEY STRATEGIES: REAL TIME, COMMON PROFILE, REAL PLACES, FULL VIEW, AND FULL STORY, WHICH ALIGN TO OUR PROGRAM AREAS AS FOLLOWS: MAJOR PRODUCTS AND OTHER PUBLIC SERVICE ACCOMPLISHMENTS INCLUDE THE FOLLOWING: COMMON PROFILE - ESTABLISH COMMON PROFILES WITH KEY INFORMATION ON SOCIAL SECTOR ORGANIZATIONS TO OPTIMIZE TRANSPARENCY AND REDUCE REDUNDANCY. THE SOCIAL SECTOR IS FRAGMENTED, LEAVING INDIVIDUAL ORGANIZATIONS CULTURALLY AND OPERATIONALLY ISOLATED. THROUGH A COMMON PROFILE WE CAN INCREASE THE THROUGHPUT OF BASIC ORGANIZATIONAL INFORMATION, REDUCE WASTE, REVEAL DIVERSITY, AND BUILD SHARED IDENTITY. A KEY STEP TOWARDS ESTABLISHING COMMON ORGANIZATIONAL PROFILES REQUIRES US TO INCREASE AND IMPROVE THE DATA IN CANDID PROFILES ON GUIDESTAR. GUIDESTAR CURRENTLY INCLUDES DATA ON 1.8 MILLION REGISTERED NONPROFITS, MAKING IT EASIER TO UNDERSTAND WHO THEY ARE AND WHAT THEY DO. NONPROFITS ARE ENCOURAGED TO UPDATE THEIR PROFILES AT NO COST TO THEM. AS OF DECEMBER 2023, 96,325 ORGANIZATIONS HAD EARNED A CANDID SEAL OF TRANSPARENCY. BY DOING SO, THEY INCREASE THEIR VISIBILITY ON CANDID'S PLATFORMS, ACCESSED BY 12+ MILLION PEOPLE EACH YEAR. THIS INFORMATION IS ALSO MADE AVAILABLE THROUGH DONOR PLATFORMS THAT USE OUR TOOLS INCLUDING TECHNOLOGY COMPANIES, DONOR ADVISED FUNDS, AND GIVING PLATFORMS WHICH USE OUR INFORMATION TO INCREASE ACCESS TO TRUSTED DATA. BY WORKING WITH THESE PLATFORMS TO INTEGRATE OUR DATA INTO THEIR SYSTEMS, WE ARE HELPING DONORS MAKE INFORMED DECISIONS TO FURTHER THE CAUSES THEY CARE ABOUT AND AMPLIFYING THE REACH OF OUR DATA. WE CONTINUE TO IMPROVE HOW WE COLLECT AND DISPLAY DATA TO HELP NONPROFITS SHARE THEIR WORK IN THE MOST MEANINGFUL WAY. THIS YEAR, WE FOCUSED ON MAKING IT EASIER FOR USERS TO ACHIEVE OUR BRONZE SEAL OF TRANSPARENCY WHICH IS THE FIRST OF FOUR SEAL LEVELS. WE MOVED TWO QUESTIONS, TARGET POPULATION AND GRANTMAKER STATUS, TO THE SILVER SEAL LEVEL. THE GOAL IS TO MAKE OBTAINING A SEAL OF TRANSPARENCY EASY, SO USERS ARE ENCOURAGED TO CONTINUE FILLING OUT THEIR INFORMATION. CANDID'S APIS ARE CUSTOMIZABLE TOOLS THAT OFFER A STANDARDIZED, REAL-TIME, SECURE MEANS TO ACCESS OUR DATA, FEEDING OUR FLAGSHIP PRODUCTS LIKE GUIDESTAR, FOUNDATION DIRECTORY, AND FOUNDATION MAPS. OUR APIS ARE ALSO USED BY FUNDERS TO INTEGRATE CANDID DATA INTO THEIR GRANTS MANAGEMENT SOFTWARE; BUSINESSES THAT WANT TO USE THIS DATA TO ENRICH RECORDS OR OTHER BUSINESS PROCESSES; AND INDIVIDUALS WHO ARE LOOKING FOR WAYS TO GIVE WISELY. IN 2023, WE LAUNCHED A FREE DEMOGRAPHICS API WHICH PROVIDES THE SOCIAL SECTOR WITH A STANDARDIZED DEMOGRAPHIC DATA STRUCTURE. IT ALLOWS FUNDERS TO STREAMLINE THEIR GRANTMAKING PROCESSES AND TRACK PROGRESS ON THEIR FUNDING COMMITMENTS WHILE REDUCING THE ADMINISTRATIVE BURDEN ON NONPROFITS. THE IDENTITIES COVERED IN OUR DEMOGRAPHICS INCLUDE RACE, ETHNICITY, GENDER IDENTITY, SEXUAL ORIENTATION, AND DISABILITY STATUS. BY ADDING DEMOGRAPHIC DATA TO NONPROFIT RECORDS, FUNDERS CAN KEEP THIS DATA UP TO DATE WITH THE LATEST INFORMATION REFRESHED ON DEMAND OR AUTOMATICALLY. FULL VIEW - WEAVE CANDID DATASETS TOGETHER TO SHARE ALL THAT IS KNOWN ABOUT THE SOCIAL SECTOR ACCESSIBLY AND INTUITIVELY. CANDID OFFERS SEVERAL TOOLS AND DATASETS TO ADVANCE THE WORK OF SOCIAL SECTOR ORGANIZATIONS. THIS INCLUDES FUNDRAISING TOOLS LIKE FOUNDATION DIRECTORY, ORGANIZATIONAL ANALYSIS TOOLS LIKE GUIDESTAR AND FOUNDATION MAPS, LANDSCAPE PORTALS, AND PRACTICE TOOLS SUCH AS CANDID LEARNING. WE CONTINUE TO MAINTAIN AND ENHANCE THESE TOOLS TO BEST SERVE OUR USERS. FOUNDATION DIRECTORY PROVIDES SUBSCRIBERS WITH ACCESS TO TIMELY, COMPREHENSIVE INFORMATION ON U.S GRANTMAKERS AND THEIR GRANTS, PLUS A GROWING NUMBER OF FOUNDATIONS LOCATED OUTSIDE OF THE U.S. THE PROFESSIONAL VERSION OF FOUNDATION DIRECTORY IS ACCESSIBLE TO ORGANIZATIONS AND COMMUNITY STAKEHOLDERS AT NO COST THROUGH OUR CANDID COMMUNITY PARTNERS. THIS DATABASE INCLUDES DATA ON 25 MILLION GRANT RECORDS WITH PROFILES OF 232,000 GRANTMAKERS. TO ENSURE THAT FINANCIAL RESOURCES AND GEOGRAPHIC LOCATION ARE NEVER A BARRIER, OUR GO FOR THE GOLD INITIATIVE ALLOWS 501C3 ORGANIZATIONS WITH BUDGETS OF LESS THAN $1 MILLION TO ACCESS A FREE SUBSCRIPTION TO FOUNDATION DIRECTORY IF THEY FILL OUT THEIR CANDID PROFILE AND EARN A GOLD SEAL OF TRANSPARENCY. IN 2023, 1,164 NONPROFITS TOOK ADVANTAGE OF THIS INITIATIVE. CANDID LEARNING IS OUR SINGLE DESTINATION FOR TRAINING, RESOURCES, AND LEARNING EXPERIENCES. THESE INCLUDE OUR KNOWLEDGE-BASED ARTICLES, COLLECTION OF SAMPLE DOCUMENTS AND NONPROFIT START-UP TOOLS, THE CANDID BLOG, AND MORE. OUR EXPERIENCED STAFF, NETWORK OF TRAINERS, TIME-TESTED CONTENT, AND USE OF OUR DATA TO GROUND EDUCATION IN FACTS MAKE THESE OFFERINGS POSSIBLE. OUR LEARNING EXPERIENCES ARE DESIGNED TO MEET USERS WHERE THEY ARE. THERE IS A GROWING MOVEMENT TO CREATE BITE-SIZED CONTENT THAT AN AUDIENCE CAN ACCESS ON-DEMAND, WHEN THEY NEED IT, IN THEIR BUSY WORKDAYS. IN 2023, CANDID PRIORITIZED MICROLEARNING TO STRATEGICALLY MEET OUR AUDIENCE'S NEEDS. MICROLEARNING IS DEFINED BY CONTENT THAT A LEARNER CAN ACCESS ON-DEMAND AND CONSUME QUICKLY. THE FORMATS THAT MICROLEARNING HAS TAKEN AT CANDID INCLUDE SHORT VIDEOS, INFOGRAPHICS, KNOWLEDGE BASE ARTICLES, AND SELF-PACED ELEARNING COURSES DESIGNED TO BE COMPLETED IN 10 MINUTES OR LESS. OVER THE LAST YEAR, OUR STAFF HAS WORKED HARD TO BUILD THE SYSTEMS THAT WILL ALLOW US TO WEAVE ALL OF CANDID'S DATASETS AND PLATFORMS TOGETHER INTO OUR NEXT GENERATION PLATFORM. THROUGH IT, WE ARE INTEGRATING MACHINE LEARNING, PERSONALIZED USER EXPERIENCE, ADVANCED VISUALIZATIONS, AND AI-DRIVEN TOOLS AND RECOMMENDATIONS TO CREATE, SYNTHESIZE, AND SHARE THE INSIGHTS THAT ANSWER KEY QUESTIONS ABOUT THE SOCIAL SECTOR. WE DELIVER TOOLS THAT CONNECT FUNDERS AND NONPROFITS ALONGSIDE GRANT FUNDING INSIGHTS AND ANALYSIS. WE BRING TOGETHER MULTIPLE SOURCES OF ORGANIZATIONAL DATA AND MAKE THAT AGGREGATED INFORMATION AVAILABLE FOR USERS TO CREATE CUSTOM SUMMARY PAGES ORGANIZED BY CAUSE, GEOGRAPHY, OR OTHER INTERESTS. THESE PAGES ARE PRESENTED USING DATA VISUALIZATION, MAPS, AND CAN EVEN SURFACE RELEVANT DOCUMENTS, RESEARCH, AND NEWS ARTICLES. THE ORGANIZED INFORMATION THE PLATFORM DELIVERS INFORMS DECISIONS AND DEEPENS UNDERSTANDING TO CREATE CONNECTIONS ACROSS THE SOCIAL SECTOR. WHAT SETS CANDID APART FROM OTHER PROVIDERS OF PUBLICLY AVAILABLE INFORMATION ABOUT SOCIAL SECTOR INSTITUTIONS IS THE EXPERIENCE AND RIGOR WE APPLY TO COLLECTING AND ENHANCING THAT INFORMATION. ENHANCEMENTS ELEVATE THE LEVEL OF INFORMATION BY MAKING IT MORE CURRENT, MORE DESCRIPTIVE, AND MORE INCLUSIVE. THESE IMPROVEMENTS PROVIDE AN UNPRECEDENTED LEVEL OF INSIGHT AND DISCOVERABILITY TO ORGANIZATIONS AND GRANTS. AS A 501C3 NONPROFIT ITSELF, CANDID HAS SUPPORTED THE SOCIAL SECTOR FOR MORE THAN 80 YEARS AND WORKS TO CREATE A SUSTAINABLE PUBLIC GOOD THAT SUPPORTS SUCCESS FOR THE ENTIRE SECTOR. IN 2023, WE DID A PHASED RELEASE OF NEW PRODUCTS AND FEATURES TO BETA TESTERS WHO HELPED US MAKE REFINEMENTS TO AN EARLY VERSION OF OUR NEXT GENERATION PLATFORM. WE'RE EXCITED TO SHARE THAT, STARTING IN 2024, FEATURES OF CANDID'S NEW PLATFORM WILL BE PUBLICLY AVAILABLE. WE HAVE UNIFIED OUR BACKEND SYSTEMS AND DATA FOR BOTH FOUNDATIONS AND NONPROFITS. THIS DATA IS FULLY SEARCHABLEINCLUDING BY CRITERIA SUCH A BOARD AND STAFF DEMOGRAPHICSAND CAN BE ACCESSED IN OUR UPDATED, ACCESSIBLE, AND EASY-TO-USE PLATFORM. IN THE COMING MONTHS, CANDID WILL ADD GRANTS DATA, ADVANCED VISUALIZATION, TREND ANALYSIS AND DATA COMPARISON TOOLS TO MAKE IT EASIER FOR OUR USERS TO GAIN MEANINGFUL INSIGHTS. |
| FORM 990, PART III, LINE 4B: | MAJOR PUBLIC INTEREST & OTHER PROGRAMS ACCOMPLISHMENTS IN 2023 INCLUDE THE FOLLOWING: REAL PLACES - CREATE PLACE-BASED NETWORKS TO ACCESS CANDID DATA AND CONNECT WITH OTHER CHANGEMAKERS. THROUGH OUR CANDID COMMUNITY PARTNERS (FORMERLY KNOWN AS FUNDING INFORMATION NETWORK), WE REACH LOCAL COMMUNITIES AND MAKE ACCESS TO OUR CORE TOOLS FREELY AVAILABLE TO ORGANIZATIONS THAT MIGHT NOT HAVE THE RESOURCES TO AFFORD SUBSCRIPTIONS. IN THE PAST, FOUNDATION DIRECTORY AND GRANTS TO INDIVIDUALS DATABASES WERE AVAILABLE AT PARTNER LOCATIONS. IN 2023, WE ADDED GUIDESTAR TO THE CANDID COMMUNITY PARTNER PACKAGE, ALLOWING PARTNERS TO SERVE A GREATER SWATH OF THEIR COMMUNITY BY PROVIDING ADDITIONAL RESOURCES FOR THOSE LOOKING TO RESEARCH, DONATE, OR VOLUNTEER WITH LOCAL NONPROFITS. THIS NEW OFFERING IS A MORE COMPLETE SOLUTION FOR PARTNERS WHO WANT TO BRING CANDID'S RESOURCES TO THEIR COMMUNITIES. OUR PARTNERS ARE DEEPLY EMBEDDED IN THE LOCAL COMMUNITIES THEY SERVE. IN 2023, WE FOCUSED ON EXPANDING OUR REACH TO MAKE OUR TOOLS AND RESOURCES MORE EQUITABLY ACCESSIBLE. WE GREW FROM 350 TO 952 PARTNER LOCATIONS ACROSS THE COUNTRY. THESE 952 PARTNERS CONSIST OF COMMUNITY-BASED ORGANIZATIONS THAT STRENGTHEN LOCAL NONPROFIT ECOSYSTEMS BY OFFERING A SUITE OF TRAINING AND DATA TOOLS FREE OF CHARGE TO THE PUBLIC. IN DECEMBER 2023, WE STREAMLINED FROM HAVING TWO TIERS TO ONE THAT OFFERS ACCESS TO CANDID TRAINING RESOURCES TO ALL PARTNERS. WE CONTINUED TO PROVIDE OUR CANDID COMMUNITY PARTNERS WITH THE SUPPORT THEY NEED TO SUCCESSFULLY USE OUR TOOLS AND PROGRAMS TO SERVE THEIR LOCAL COMMUNITIES. GIVEN CANDID'S OVERARCHING GOAL OF PROVIDING EQUITABLE ACCESS TO OUR TOOLS AND RESOURCES, IN 2023, WE MADE NEARLY ALL TRAININGS FREE SO THAT COST WOULD NO LONGER BE A BARRIER TO ACCESSING THEM. THIS IS MADE POSSIBLE BY THE GENEROUS SUPPORT WE RECEIVE FROM DONORS. WE'VE SEEN THE IMPACT OF DOING SO; OUR COURSE REGISTRATION NUMBERS DOUBLED TO OVER 55,000 IN 2023 COMPARED TO 26,000 IN 2022. THROUGH ISSUE LAB, WE SUPPORT ONGOING LEARNING AND RESEARCH IN THE SOCIAL SECTOR. THE SITE PROVIDES INSIGHTS FROM MORE THAN 34,000 RESEARCH REPORTS PUBLISHED AND/OR FUNDED BY SOCIAL SECTOR ORGANIZATIONS. IN 2023, WE LAUNCHED A CLIMATE CHANGE AND COMMUNITIES SPECIAL COLLECTION ON OUR ISSUE LAB PLATFORM. CLIMATE CHANGE AND COMMUNITIES IS A CURATED COLLECTION HIGHLIGHTING THE WAY CLIMATE CHANGE AFFECTS COMMUNITIES AND PEOPLE, AND THE WAYS COMMUNITIES AND PHILANTHROPY ARE RESPONDING. FROM PLANNING FOR RISING SEA LEVELS IN COASTAL AREAS TO IMPROVING WATER MANAGEMENT PRACTICES IN DROUGHT-PRONE REGIONS, THE 200+ REPORTS, CASE STUDIES, EVALUATIONS AND OTHER RESOURCES IN THIS COLLECTION PROVIDE A PICTURE OF WHAT THE RESPONSE TO CLIMATE CHANGE LOOKS LIKE IN VARIOUS COMMUNITIES AND THE WAYS PHILANTHROPY HAS SUPPORTED AND CAN CONTINUE TO SUPPORT THESE EFFORTS. CANDID'S EBOOK LIBRARY IS A CURATED COLLECTION OF FREE ONLINE LITERATURE ON TOPICS PERTINENT TO THE SOCIAL SECTOR, SUCH AS FUNDRAISING, NONPROFIT MANAGEMENT, SOCIAL ENTREPRENEURSHIP, AND BOARD DEVELOPMENT. IT IS ACCESSIBLE TO ANYONE, ANYWHERE, ANYTIME. IN 2023, 3,371 TITLES WERE BORROWED FROM OUR COLLECTION, A 195% INCREASE OVER 2022. OUR ONLINE LIBRARIAN SERVICE MADE IT EASY FOR PEOPLE TO ENGAGE WITH OUR TEAM OF EXPERTS TO GET ANSWERS TO THEIR QUESTIONS ABOUT FOUNDATIONS, PHILANTHROPY, FUNDRAISING, AND NONPROFITS. IN 2023, OUR ONLINE LIBRARIAN SERVICE RESPONDED TO MORE THAN 12,000 LIVE CHATS AND EMAIL INQUIRIES. THROUGH OUR SOCIAL MEDIA, NEWS, NEWSLETTERS, AND BLOGS, WE ARE GROWING THE GLOBAL CANDID COMMUNITY AND INCREASING PUBLIC AWARENESS OF CURRENT ISSUES AND TRENDS IN THE SECTOR. AS OF DECEMBER 2023, CANDID HAD 141,815 TWITTER/X FOLLOWERS, 67,101 FACEBOOK FOLLOWERS, 42,509 LINKEDIN FOLLOWERS, 10,657 YOUTUBE SUBSCRIBERS, AND 7,615 INSTAGRAM FOLLOWERS. PHILANTHROPY NEWS DIGEST (PND), CANDID'S DAILY NEWS SERVICE, IS A COLLECTION OF PHILANTHROPY-RELATED ARTICLES AND FEATURES CULLED FROM PRINT AND ELECTRONIC MEDIA OUTLETS NATIONWIDE AS WELL AS RFPS FROM FOUNDATIONS AND JOB LISTINGS. CANDID'S BI-WEEKLY NEWSLETTER FEATURES THE LATEST TRENDS AND RESEARCH IN THE SOCIAL SECTOR. THROUGH IT, WE PROVIDE INSIGHTS FROM OUR RESEARCH TEAM AND LEADERS IN PHILANTHROPY PLUS INFORMATION ON SKILLS-BUILDING AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES. AS OF DECEMBER 2023, OUR NEWSLETTER HAD 585,237 SUBSCRIBERS. THROUGH CANDID'S BLOG, WE PROVIDE TIPS, INSIGHTS, AND NEWS FROM THE NONPROFIT SECTOR, INCLUDING UPDATES FROM CANDID. WE PUBLISHED 92 BLOG POSTS ON THE CANDID BLOG OVER THE PAST YEAR. THROUGH OUR CANDID PROFILES, WE CONTINUE TO COLLECT DEMOGRAPHIC INFORMATION TO HELP POTENTIAL FUNDERS BETTER UNDERSTAND ORGANIZATIONAL LEADERSHIP. THE DEMOGRAPHIC SECTION OF CANDID PROFILES ALLOWS ORGANIZATIONS TO SHARE DATA ABOUT THE RACE AND ETHNICITY, SEXUAL ORIENTATION, GENDER IDENTITY, AND DISABILITY STATUS OF THEIR STAFF AND BOARD. WE HAVE ADDED TWO NEW CATEGORIES MIDDLE EASTERN/NORTH AFRICAN AND NATIVE HAWAIIAN/PACIFIC ISLANDER AND UPDATED THE LABELS FOR SEVERAL EXISTING ONES. THESE CHANGES REFLECT FEEDBACK WE HAVE RECEIVED FROM THOSE SHARING THIS DATA ON THEIR CANDID PROFILES. THEY ALSO BRING CANDID'S EFFORTS INTO MUCH CLOSER ALIGNMENT WITH EXISTING AND EMERGING FEDERAL STANDARDS ON COLLECTING RACE AND ETHNICITY DATA. IN 2023, WE FORMALLY LAUNCHED OUR DEMOGRAPHICS VIA CANDID CAMPAIGN. COMPREHENSIVE AND PUBLIC DATA ON DEMOGRAPHICS IS FOUNDATIONAL TO OUR SECTOR'S WORK TO CREATE MORE EQUITABLE ENVIRONMENTS FOR ALL. DEMOGRAPHICS VIA CANDID EMPOWERS NONPROFITS TO SHARE VITAL INFORMATION ABOUT THEIR ORGANIZATIONS ONE TIME (WHAT WE CALL DATA1X) ON THEIR CANDID PROFILE WHERE IT CAN BE DEPLOYED AS NEEDED TO FUNDERS, RESEARCHERS, AND OTHER STAKEHOLDERS ACROSS THE FIELD. TOGETHER, WE CAN MAKE REAL PROGRESS TO REDUCE UNNECESSARY, DUPLICATIVE DATA REQUESTS ON NONPROFITS WHILE LEVELING THE FIELD TO BE MORE EQUITABLE, EFFECTIVE, AND EFFICIENT. BY THE END OF 2023, OUR STAFF HAD PARTNERED WITH 133 PHILANTHROPIC ORGANIZATIONS ACROSS THE COUNTRY TO ENCOURAGE THEIR GRANTEES OR MEMBERS TO SHARE THEIR DEMOGRAPHIC DATA VIA THEIR CANDID PROFILE ON GUIDESTAR. WE'VE SEEN AN INCREASING NUMBER OF NONPROFITS SHARING DATA WITH US THROUGH THE DEMOGRAPHIC SURVEY SECTION. BY 2023, MORE THAN 63,000 ORGANIZATIONS HAD SHARED THEIR DEMOGRAPHIC DATA WITH US COMPARED TO 50,000 IN 2022. THROUGH THIS CAMPAIGN, CANDID WILL MAKE NONPROFIT DEMOGRAPHIC DATA FREELY AVAILABLE FOR THE SECTOR AND PARTICIPANTS WILL MAKE THE GRANTING PROCESS QUICKER, EASIER, AND MORE EFFICIENT FOR THE NONPROFITS THEY SUPPORT. |
| FORM 990, PART III, LINE 4C: | MAJOR DATA COLLECTION & ANALYSIS ACCOMPLISHMENTS IN 2023 INCLUDE THE FOLLOWING: REAL TIME - BUILD A REAL-TIME GLOBAL DATA COLLECTION SYSTEM TO CAPTURE FUNDING FLOWS, NEWS, AND OUTCOMES. BUILDING A MORE ROBUST DATA COLLECTION SYSTEM THAT CAPTURES REAL-TIME DATA IS A VITAL STEP TOWARDS GETTING THE SECTOR THE INFORMATION IT NEEDS. IN 2023, WE RAMPED UP OUR EFFORTS TO EXPAND OUR DATA COLLECTION BY IMPROVING OUR NEWS SCRAPING CAPABILITIES, BUILDING PARTNERSHIPS, AND ENCOURAGING ORGANIZATIONS TO SHARE THEIR DATA WITH US. OUR TEAMS HAVE BEEN WORKING TO ENHANCE OUR U.S. DATA TO CREATE THE FRESHEST, MOST COMPREHENSIVE DATABASE OF U.S. FOUNDATION AND NONPROFIT ACTIVITY AND PROVIDE USERS WITH THE BEST SOURCES OF ACTIONABLE REAL-TIME INFORMATION. DURING 2023, WE CAPTURED AND SHARED DATA ON MORE THAN 8,400 OPEN FUNDING OPPORTUNITIES AND HAVE UPDATED OUR DATABASES WITH MORE THAN 1.6 MILLION GRANTS MADE IN 2022 OR LATER. CANDID CONTINUES TO SET DATA STANDARDS FOR PHILANTHROPY AND ENABLE FOUNDATIONS TO SHARE THEIR DATA DIRECTLY WITH US. IN 2023, 378 FUNDERS SUBMITTED DATA TO CANDID, INCLUDING 46 FUNDERS THAT CONTRIBUTED DATA TO US FOR THE FIRST TIME. FUNDERS WHO SHARED DATA TOTALED MORE THAN $112 BILLION ACROSS MULTIPLE FISCAL YEARS. OF THE GRANTS REPORTED, 48% WERE FOR FY22 OR LATER. THESE ARE GRANTS THAT ARE NOT YET AVAILABLE ON PUBLIC IRS 990-PF FORMS. BY SHARING GRANTS DATA DIRECTLY, FUNDERS ARE HELPING POWER SEVERAL RESOURCES THAT SERVE THE SOCIAL SECTOR. THESE INCLUDE FOUNDATION DIRECTORY, FOUNDATION MAPS, RESEARCH REPORTS, AND MORE. FULL STORY - EXPLAIN THE SOCIAL SECTOR'S CONTRIBUTIONS TO SOCIETY THROUGH FRESH INSIGHTS GROUNDED IN A MULTI-YEAR RESEARCH AGENDA. CANDID IS COMMITTED TO PROVIDING OUR AUDIENCES WITH A FULL PICTURE OF ORGANIZED PHILANTHROPY IN ITS MANY FORMS, FAR BEYOND JUST THE BASIC FACTS. WE PRODUCED TWO MAJOR NEW RESEARCH REPORTS IN 2023: - PHILANTHROPY AND HBCUS: FOUNDATION FUNDING TO HISTORICALLY BLACK COLLEGES AND UNIVERSITIES: THIS REPORT, CREATED AND PUBLISHED BY CANDID AND ABFE, IS THE MOST COMPREHENSIVE ANALYSIS OF PHILANTHROPIC SUPPORT TO HISTORICALLY BLACK COLLEGES AND UNIVERSITIES (HBCUS) TO DATE. WE HOPE THAT THIS WORK HELPS SPARK CONVERSATION ABOUT THE CRITICAL ROLE OF PHILANTHROPY IN THE SUSTAINABILITY AND CAPACITY BUILDING OF HBCUS. THE REPORT INCLUDES QUANTITATIVE ANALYSIS OF 18 YEARS OF FUNDING DATA TO 103 HBCUS AND INTERVIEWS WITH HBCU STAFF, STUDENTS, AND FUNDERS. - 2023 NONPROFIT COMPENSATION REPORT: WE RELEASED THE 23RD EDITION OF OUR ANNUAL NONPROFIT COMPENSATION REPORT THAT REVIEWS KEY EMPLOYEE COMPENSATION BASED ON 200,302 OBSERVATIONS FROM 123,589 FORMS 990 AND 990-EZ FILED BY 501(C) ORGANIZATIONS. IT INCLUDES COMPENSATION ANALYSIS OF NONPROFITS BY BUDGET SIZE, CAUSE AREA, GENDER, POSITION, AND MORE. IT IS THE ONLY LARGE-SCALE ANALYSIS OF ITS KIND BASED ENTIRELY ON DATA REPORTED TO THE IRS AND CONTINUES TO BE THE MOST COMPREHENSIVE NONPROFIT COMPENSATION STUDY AVAILABLE. WE CONTINUE WORKING ON OUR 3-YEAR RESEARCH AGENDA ON BLACK LEADERSHIP AND RACIAL REPRESENTATION IN THE NONPROFIT SECTOR, IN PARTNERSHIP WITH ABFE, AND HAVE ANOTHER REPORT SLATED TO LAUNCH IN 2024. OUR TEAM HAS ALSO BEEN SHARING INSIGHTS THROUGHOUT THE YEAR BY PUBLISHING THOUGHT LEADERSHIP PIECES USING OUR DATA ON THE CANDID BLOG. DURING 2023, WE PUBLISHED 17 SUCH BLOG POSTS ON TOPICS SUCH AS THE INTERSECTION OF RACIAL EQUITY AND ENVIRONMENTAL GRANTMAKING, WHAT IT MEANS TO BE BIPOC-LED, THE EFFECTS OF INFLATION ON FOUNDATION GIVING, AND MORE. IN ADDITION TO SHARING INSIGHTS THROUGH OUR ORIGINAL RESEARCH REPORTS AND BLOGS, WE WANT TO MAKE IT EASIER FOR RESEARCHERS IN THE FIELD TO BETTER UNDERSTAND OUR DATA TO CREATE ACCURATE ANALYSES AND INSIGHTS. TO DO SO, WE LAUNCHED THE FIRST TWO OF A SERIES OF RESEARCH MANUALS. - ANALYZING GRANTS AND OTHER PHILANTHROPIC TRANSACTIONS PROVIDES AN OVERVIEW OF OUR DATA AND INCLUDES GUIDELINES AND KEY CONSIDERATIONS FOR ITS USE IN RESEARCH. IT'S WRITTEN FOR A RESEARCHER-AUDIENCE AND INCLUDES INFORMATION ABOUT OUR DATA COLLECTION PRACTICES AND SOURCES; WHAT RESEARCHERS NEED TO UNDERSTAND BEFORE CONDUCTING RESEARCH WITH OUR DATA; THE DIFFERENT CANDID GRANTS DATA SETS AVAILABLE; AND KEY DATA FIELDS AND HOW TO INTERPRET THEM. - ANALYZING CANDID'S DEMOGRAPHIC DATA PROVIDES BACKGROUND AND BEST PRACTICES FOR THOSE LOOKING TO UNDERSTAND AND USE OUR NONPROFIT DEMOGRAPHIC DATA SET IN THEIR RESEARCH AND ANALYSES. OVER 62,000 U.S. NONPROFITS CURRENTLY SHARE SOME DEMOGRAPHIC DATA ABOUT THEIR STAFF AND BOARD WITH CANDID. THIS FREE DATA SET IS A GOLDMINE FOR RESEARCHERS AND EVALUATORS INTERESTED IN BETTER UNDERSTANDING THE DEMOGRAPHICS OF THE NONPROFIT SECTOR. BUT DATA IS ONLY USEFUL IF PEOPLE UNDERSTAND HOW TO LOOK AT AND INTERPRET IT. WE HAVE ALSO LAUNCHED OUR PILOT DATA SET PROGRAM FOR ACADEMICS. NOW, ACADEMIC RESEARCHERS ACROSS THE GLOBE CAN ACCESS A FREE, LIMITED INTRODUCTORY DATA SET ON NONPROFIT ORGANIZATIONS. CANDID DEVELOPS DATA-DRIVEN TOOLS AND CONTENT-RICH PLATFORMS FOR FUNDERS AND THEIR NETWORKS, CONSULTANTS, ADVISORS, AND GRANTEES THAT ARE DESIGNED TO ANSWER FUNDAMENTAL QUESTIONS SUCH AS: WHO IS FUNDING WHAT AND WHERE? HOW CAN WE KNOW WHAT OTHER FUNDERS KNOW? HOW CAN WE MAKE THE MOST OF WHAT WE ARE LEARNING? WE USE DATA VISUALIZATION TOOLS, NEWS, AND ORIGINAL RESEARCH TO ILLUMINATE KEY ISSUES IN PHILANTHROPY. OUR ISSUE-BASED PORTALS ARE DESIGNED FOR ONGOING UPDATES AND MAKE IT EASY FOR DONORS TO SCAN THE LANDSCAPE TO REVEAL OPPORTUNITIES, NEEDS, AND GAPS AND SEE HOW THEIR PAST, CURRENT, AND FUTURE EFFORTS FIT INTO THE BROADER FIELD. IN 2023, WE LAUNCHED A RAPID RESPONSE SITE ON PHILANTHROPIC EFFORTS FOLLOWING THE EARTHQUAKES IN TURKEY AND SYRIA: - PHILANTHROPIC RESPONSE TO THE EARTHQUAKES IN TURKEY AND SYRIA: USING OUR NEW RAPID RESPONSE SYSTEM, WHICH WAS CREATED WITH SUPPORT FROM THE ROBERT WOOD JOHNSON FOUNDATION, CANDID IS PROVIDING UPDATES ON PHILANTHROPIC EFFORTS TO SUPPORT THE PEOPLE AFFECTED BY THE EARTHQUAKES IN TURKEY AND SYRIA. THIS SITE OFFERS THE LATEST GRANTS AND PLEDGES AS A FREE DOWNLOAD, NEWS AND COMMENTARY, RESEARCH REPORTS, AND ADDITIONAL RESOURCES. |
| FORM 990, PART VI, SECTION B, LINE 11B | CANDID'S FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTING FIRM, PKF O'CONNOR DAVIES. THE FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S VP OF FINANCE AND CEO. SUBSEQUENTLY, THE AUDIT COMMITTEE OF CANDID'S BOARD OF TRUSTEES AND THE FULL BOARD RECEIVE AN ELECTRONIC COPY OF THE FORM 990 AND REVIEWS THE RETURN. AFTER RESPONDING TO ALL INQUIRIES AND MAKING ANY NECESSARY CHANGES, THE FINAL FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO ITS FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS OBTAINED ANNUALLY FROM ALL TRUSTEES, OFFICERS, MANAGER AND OTHER KEY EMPLOYEES WHO ARE CURRENTLY SERVING CANDID. A REPORT SUMMARIZING THE DISCLOSURE STATEMENTS IS PROVIDED TO THE BOARD OF TRUSTEES ANNUALLY. IT IS CANDID'S POLICY THAT IN THE EVENT OF A CONFLICT THE FOLLOWING IS DONE: IF THERE IS A CONFLICT RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE BOARD OF TRUSTEES, AND THE TRUSTEE CONCERNED SHALL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING A CONFLICT MAY ANSWER QUESTIONS THAT SHALL ARISE FROM THE BOARD OF TRUSTEES, BUT SHALL RETIRE FROM THE ROOM IN WHICH THE BOARD IS MEETING AND SHALL NOT PARTICIPATE IN ANY DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. WHEN THERE IS DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY VOTE OF THE BOARD OF TRUSTEES OR ITS COMMITTEE, EXCLUDING FROM THE ROOM AND THE VOTE THE PERSON WHOSE SITUATION WILL BE DISCUSSED. WHEN A CONFLICT OF INTEREST ARISES FOR ANY STAFF MEMBER EXCEPT THE PRESIDENT, THAT STAFF MEMBER SHALL REPORT IT TO THE PRESIDENT IN WRITING. A CONFLICT OF INTEREST RELATING TO THE PRESIDENT SHALL BE REPORTED IN WRITING TO THE CHAIR OF THE BOARD. IN ADDITION, IF THE CONFLICTED PARTY HAS A SUBSTANTIAL FINANCIAL INTEREST IN THE MATTER, THE BOARD WOULD NEED TO CONSIDER ALTERNATIVES. |
| FORM 990, PART VI, SECTION B, LINE 15 | CANDID'S BOARD OF TRUSTEES, CONSISTING OF INDEPENDENT PERSONS, ESTABLISHES COMPENSATION FOR THE PRESIDENT AND REVIEWS THE COMPENSATION FOR THE OTHER OFFICER(S) AND VICE PRESIDENTS ON AN ANNUAL BASIS. PRIOR TO MAKING COMPENSATION DECISIONS, THE BOARD OBTAINS INFORMATION ON THE COMPENSATION OF FUNCTIONALLY COMPARABLE POSITIONS FOR SIMILARLY QUALIFIED PERSONS AT SIMILARLY SITUATED ORGANIZATIONS AND/OR BENCHMARK SALARIES FOR SELECT POSITIONS OBTAINED FROM SALARY SURVEYS. DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS WERE MADE VIA EMAIL. THE COMPENSATION REVIEW PROCESS WAS LAST UNDERTAKEN IN OCTOBER 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | CANDID'S AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT FOR THE PAST FIVE YEARS ARE POSTED ON ITS WEBSITE AND ARE DOWNLOADABLE. IN ADDITION, GOVERNANCE AND STAFFING POLICIES ARE POSTED, INCLUDING THE CODE OF CONDUCT (WHICH INCLUDES THE CONFLICT OF INTEREST POLICY), DIVERSITY STATEMENT AND THE EXECUTIVE COMPENSATION POLICY. |
| FORM 990, PART XI, LINE 9: | POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC BENEFIT COST 74,930. LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT -1,005,095. |
| FORM 990, PART XII, LINE 2C: | CANDID DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |