2023-07-19T12:00:51-05:00 2022-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2022-01-01 131837418 CANDID FOUN 2126204230 32 OLD SLIP 24TH FL NEW YORK NY 10005 PUNIT KOHLI VP OF FINANCE 2126204230 2023-05-15 1 PUNIT KOHLI XXX-XX-XXXX 1 EVA MRUK P00543254 9143818900 2023-07-18 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANN MEI CHANG 32 OLD SLIP 24TH FL NEW YORK NY 10005 120340751 0 X WWW.CANDID.ORG X 1956 NY CANDID GETS YOU THE INFORMATION YOU NEED TO DO GOOD. 20 20 240 22 54913 0 23672424 7177743 31034819 32245979 35278 12320471 460280 95002 55202801 51839195 0 0 0 0 28138467 24741623 0 0 1055083 15609291 15148047 43747758 39889670 11455043 11949525 88006038 90918496 21428675 31457207 66577363 59461289 X SEE SCHEDULE O 0 0 19816938 0 29703240 SEE SCHEDULE O - FOR NARRATIVE ON DATA COLLECTION AND PUBLICATIONS 7602932 0 1522557 SEE SCHEDULE O - FOR NARRATIVE ON LIBRARY/LEARNING CENTERS AND OTHER PUBLIC SERVICES 1294186 0 1020182 SEE SCHEDULE O - FOR NARRATIVE ON RESEARCH AND OTHER PROGRAMS 28714056 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 67 0 240 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA DC FL GA HI IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OK OR PA RI SC TN UT VA WA WV WI X X X PUNIT KOHLI VP OF FINANCE 2126204230 32 OLD SLIP 24TH FLOOR NEW YORK NY 100053500 KATHERINA ROSQUETA CHAIR 1.00 X X 0 0 0 RHETT N MABRY VICE CHAIR 1.00 X X 0 0 0 BRIAN TRELSTAD TREASURER 1.00 X X 0 0 0 ANA MARIE ARGILAGOS TRUSTEE 1.00 X 0 0 0 ESTHER T BENJAMIN TRUSTEE 1.00 X 0 0 0 MELISSA BERMAN TRUSTEE 1.00 X 0 0 0 KAMI DAR TRUSTEE 1.00 X 0 0 0 NAILA FAROUKY TRUSTEE 1.00 X 0 0 0 MARIA DEL ROSARIO GALLEGO GARCIA TRUSTEE 1.00 X 0 0 0 MATT GEE TRUSTEE 1.00 X 0 0 0 STEPHEN GOODALL TRUSTEE 1.00 X 0 0 0 NEAL HEGARTY TRUSTEE 1.00 X 0 0 0 DEBORAH D HOOVER TRUSTEE 1.00 X 0 0 0 DOMINICK J IMPEMBA TRUSTEE 1.00 X 0 0 0 KENNETH M JONES TRUSTEE 1.00 X 0 0 0 SUSAN KISH TRUSTEE 1.00 X 0 0 0 MOSUN LAYODE TRUSTEE 1.00 X 0 0 0 SUNAND MENON TRUSTEE, THRU 2/23/22 1.00 X 0 0 0 DONNA MURRAY-BROWN TRUSTEE 1.00 X 0 0 0 T SYLVESTER JOHN TRUSTEE 1.00 X 0 0 0 ANGELA F WILLIAMS TRUSTEE 1.00 X 0 0 0 ANN MEI CHANG CEO 50.00 X 485171 0 46217 MIZMUN KUSAIRI SECRETARY/VP OF PLANNING 50.00 X 208113 0 33230 PUNIT KOHLI VP OF FINANCE 50.00 X 271155 0 41809 JACOB K GARCIA VP OF PRODUCTS 50.00 X 310247 0 40427 KEVIN L MULDER VP OF TECHNOLOGY 50.00 X 254442 0 65865 ZOHRA ZORI VP OF NETWORKS, THRU 12/31/22 50.00 X 247024 0 31898 TRACY L WAKSLER SR. DIR. OF PRODUCTS 50.00 X 242380 0 48633 JOSE RODRIGUEZ SR. DIR. OF STRATEGIC PARTNERSHIPS 50.00 X 262557 0 36541 TIM REIFSCHNEIDER DIRECTOR OF BUSINESS DEVELOPMENT 50.00 X 217961 0 8704 DEBRA SNIDER SR. HR MANAGER & FORMER SR. ADVISOR 50.00 X 233547 0 6373 BRADFORD K SMITH FORMER PRESIDENT 0.00 X 175000 0 0 JACOB HAROLD FORMER EXECUTIVE VICE PRESIDENT 0.00 X 174435 0 0 JAMES DOBRZENIECKI FORMER SENIOR ADVISOR 0.00 X 201379 0 0 3283411 0 359697 66 1 1 0 DRIVENDATA INC 1062 DELAWARE STREET DENVER CO 80204 IT CONSULTING 735000 ITECH ART GROUP 697 MILL CREEK ROAD SUITE 13 MANAHAWKIN NJ 08050 IT CONSULTING 635184 MYRIDDIAN LLC 6711 COLUMBIA GATEWAY DRIVE SUITE COLUMBIA MD 21046 IT CONSULTING 353945 ACUMEN SOLUTION INC 8280 GREENSBORO DRIVE SUITE 400 MCLEAN VA 22102 IT CONSULTING 304400 DANIEL J EDELMAN INC 200 EAST RANDOLPH DRIVE FL 63 CHICAGO IL 60601 WEB CONSULTING 293203 16 7177743 7177743 PRODUCT REVENUE 611710 29703240 29703240 FUNDING INFO. 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INCOME 900099 30432 30432 VENDING MACHINE INCOME 900099 360 360 85705 51839195 32245979 54913 12360560 1756676 1394961 303114 58601 175000 123190 51654 156 17556808 13941711 3029422 585675 1449393 1150951 250092 48350 2458089 1951948 424142 81999 1345657 1068575 232192 44890 236518 236518 364303 364303 90400 90400 93720 93720 598192 421095 176565 532 709985 701918 8067 997738 221863 762645 13230 5234720 3687726 1470942 76052 2221980 1489002 677569 55409 617298 316864 286565 13869 63381 63381 2874947 1935032 868863 71052 213164 143474 64422 5268 BAD DEBT EXPENSE 520390 520390 STAFF DEVELOPMENT 231716 22770 208946 REPAIRS AND MAINTENANCE 43296 43296 SALES TAX EXPENSE 36049 36049 250 250 39889670 28714056 10120531 1055083 2843402 4214950 21547354 13551691 897882 1842204 2360556 1501696 547603 739177 28986234 18175426 10768050 10810808 0 46790251 49041191 0 0 11467719 88006038 90918496 3458679 2124255 13271662 13751000 4698334 15581952 21428675 31457207 X 58417640 51126666 8159723 8334623 66577363 59461289 88006038 90918496 X 11949525 -18930656 -134943 X X 0 1 X 1 0 X 13834354 20423009 12331121 23672424 7177743 77438651 13834354 20423009 12331121 23672424 7177743 77438651 25625869 51812782 402441 722182 293548 21873 1097975 2538019 1730 18598 1064486 87673 30792 1203279 81179949 134904764 0.63820 0.64340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: VENDING MACHINE INCOME - 2018 AMOUNT: $ 1,730. 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. TAX REFUNDS - 2021 AMOUNT: $ 36,640. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 90400 90400 0 PART II-B, LINE 1: 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 $90,400 FOR THEIR SERVICES FOR THE YEAR ENDING DECEMBER 31, 2022. 18466592 -2345397 16121195 18729532 3979318 22708850 17367766 1361766 18729532 14722785 2644981 17367766 15262314 -539529 14722785 0.89370 0.10630 0.00000 0 0 5136019 2583621 2552398 1188655 1011829 176826 22661560 14579976 8081584 10810808 RIGHT OF USE ASSET - OPERATING LEASES 11467719 11467719 ACCUMULATED POSTRETIREMENT BENEFIT OBLIGATION 1021492 RIGHT OF USE LIABILITIES - OPERATING LEASES 14560460 15581952 X 33106818 -18930656 291999 -18638657 51745475 93720 93720 51839195 39815950 20000 20000 39795950 93720 93720 39889670 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, 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 20,000. POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC BENEFIT COST 271,999. 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, 2022, AN ACTUARIAL GAIN OF $271,999 WAS NOT YET RECOGNIZED AS A COMPONENT OF NET PERIODIC POSTRETIREMENT BENEFIT COST. THIS GAIN IS RECORDED ON THE DECEMBER 31, 2022 STATEMENT OF CHANGES IN NET ASSETS WITHOUT DONOR RESTRICTIONS. X X X X 1 0 0 1 0 0 0 1 0 ANN MEI CHANG CEO 446861 0 10294 0 28016 0 30350 0 15867 0 531388 0 0 0 JACOB K GARCIA VP OF PRODUCTS 309478 0 493 0 276 0 27200 0 13227 0 350674 0 0 0 KEVIN L MULDER VP OF TECHNOLOGY 254334 0 0 0 108 0 25043 0 40822 0 320307 0 0 0 PUNIT KOHLI VP OF FINANCE 270639 0 0 0 516 0 26182 0 15627 0 312964 0 0 0 JOSE RODRIGUEZ SR. DIR. OF STRATEGIC PARTNERSHIPS 218897 0 20000 0 23660 0 21242 0 15299 0 299098 0 0 0 TRACY L WAKSLER SR. DIR. OF PRODUCTS 241588 0 0 0 792 0 22074 0 26559 0 291013 0 0 0 ZOHRA ZORI VP OF NETWORKS, THRU 12/31/22 233297 0 0 0 13727 0 18759 0 13139 0 278922 0 0 0 MIZMUN KUSAIRI SECRETARY/VP OF PLANNING 207933 0 0 0 180 0 20003 0 13227 0 241343 0 0 0 DEBRA SNIDER SR. HR MANAGER & FORMER SR. ADVISOR 67446 0 0 0 166101 0 6250 0 123 0 239920 0 0 0 TIM REIFSCHNEIDER DIRECTOR OF BUSINESS DEVELOPMENT 84807 0 0 0 133154 0 8062 0 642 0 226665 0 0 0 JAMES DOBRZENIECKI FORMER SENIOR ADVISOR 0 0 0 0 201379 0 0 0 0 0 201379 0 0 0 BRADFORD K SMITH FORMER PRESIDENT 0 0 0 0 175000 0 0 0 0 0 175000 0 0 0 JACOB HAROLD FORMER EXECUTIVE VICE PRESIDENT 0 0 0 0 174435 0 0 0 0 0 174435 0 0 0 PART I, LINE 3 REFER TO THE EXPLANATION FOR FORM 990, PART VI, SECTION B, LINE 15 ON SCHEDULE O. PART I, LINE 4A JAMES DOBRZENIECKI, FORMER SENIOR ADVISOR, JACOB HAROLD, FORMER EXECUTIVE VICE PRESIDENT, AND DEBRA SNIDER, SENIOR HR MANAGER, RECEIVED SEVERANCE PAYMENTS OF $201,379, $174,435, AND $165,301 INCLUDED IN THEIR 2022 W-2S, RESPECTIVELY. BRADFORD K. SMITH, FORMER PRESIDENT RECEIVED A RETENTION PAYMENT OF $175,000 INCLUDED IN HIS 2022 1099-NEC. PART I, LINE 5 JOSE RODRIGUEZ, SENIOR DIRECTOR OF STRATEGIC PARTNERSHIPS & CHANNELS, AND TIM REIFSCHNEIDER, DIRECTOR OF BUSINESS DEVELOPMENT, RECEIVED COMMISSION PAYMENTS OF $23,144 AND $132,536 RESPECTIVELY, BASED ON THEIR INDIVIDUAL SALES DURING THE CALENDAR YEAR 2022. PART I, LINE 7 CERTAIN OFFICERS AND OTHER EMPLOYEES LISTED ON SCHEDULE J, PART II RECEIVED TAXABLE DISCRETIONARY BONUSES INCLUDED IN THEIR 2022 W-2S. 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. THROUGH RESEARCH, COLLABORATION, AND TRAINING, CANDID CONNECTS PEOPLE WHO WANT TO CHANGE THE WORLD TO THE RESOURCES THEY NEED TO DO IT. CANDID'S DATA TOOLS ON NONPROFITS, FOUNDATIONS, AND GRANTS ARE THE MOST COMPREHENSIVE IN THE WORLD. CANDID GETS YOU THE INFORMATION YOU NEED TO DO GOOD. FORM 990, PART III, LINE 4A: MAJOR DATA COLLECTION AND PUBLICATIONS PROGRAM ACCOMPLISHMENTS IN 2022 INCLUDE THE FOLLOWING: BUILDING A MORE ROBUST DATA COLLECTION SYSTEM THAT CAPTURES REAL-TIME DATA IS A VITAL STEP TOWARDS GETTING THE SECTOR THE INFORMATION IT NEEDS. OUR TEAMS ARE ALWAYS 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. WE CAPTURED AND SHARED DATA ON MORE THAN 6,000 OPEN FUNDING OPPORTUNITIES AND HAVE UPDATED OUR DATABASES WITH MORE THAN 291,000 GRANTS MADE IN 2021 AND 2022. IN 2022, WE RAMPED UP OUR EFFORTS TO EXPAND OUR DATA COLLECTION BY IMPROVING OUR NEWS SCRAPING CAPABILITIES, BUILDING GLOBAL PARTNERSHIPS, AND ENCOURAGING ORGANIZATIONS TO SHARE THEIR DATA WITH US. MUCH OF THE WORK TO EXPAND OUR GLOBAL DATA COLLECTION EFFORTS HAS TAKEN PLACE BEHIND THE SCENES; OUR DATA TEAM HAS BEEN COLLECTING, CLEANING, AND CODING MILLIONS OF DATA POINTS FROM NON-U.S. NONPROFITS. WE EXPECT TO SEE THIS ENRICHED INFORMATION IN OUR MAJOR PRODUCT OFFERINGS INCLUDING THE CANDID PROFILE AND FOUNDATION DIRECTORY IN 2023. BY ADDING THIS DATA, WE WILL CREATE THE WORLD'S FIRST HIGH-QUALITY, AND MOST COMPREHENSIVE, GLOBAL DATABASE OF NONPROFITS, LAYING THE GROUNDWORK FOR A COMMON UNDERSTANDING OF THE SOCIAL SECTOR'S ROLE IN STRIVING TO ADDRESS GLOBAL PROBLEMS. WE RELY ON PARTNERSHIPS WITH GLOBAL, REGIONAL, AND COUNTRY-LEVEL ORGANIZATIONS AS WELL AS AFFINITY GROUPS TO ADVANCE OUR EFFORTS. OUR GLOBAL PARTNERSHIPS TEAM CONTINUED FORGING RELATIONSHIPS WITH FUNDERS ACROSS THE GLOBE THROUGH KNOWLEDGE SHARING AND COLLABORATION. WE PROVIDED TRAININGS AND CAPACITY BUILDING SESSIONS TO GLOBAL AUDIENCES. FOR EXAMPLE, WE CONTRIBUTED TO THE WINGS DATA LITERACY CERTIFICATION ALONGSIDE DATA NINJA WHICH PRINCIPALLY SUPPORTS PHILANTHROPY SERVING ORGANIZATIONS IN THE GLOBAL SOUTH AND LED LEARNING SESSIONS WITH OUR PARTNERS IN AUSTRALIA AND EASTERN AFRICA. OUR TEAM ALSO TOOK PART IN A STORYTELLING MASTERCLASS ALONGSIDE THE INTERNATIONAL SOCIAL IMPACT INSTITUTE AND THE KING BAUDOUIN FOUNDATION U.S., IN SUPPORT OF GRASSROOTS ORGANIZATIONS THROUGHOUT SUB-SAHARAN AFRICA. CANDID HAS CONTINUED TO BUILD ITS GLOBAL PRESENCE AND PARTNERSHIPS AROUND THE WORLD TO INCREASE COLLABORATION AND BUILD OUR DATASETS TO ENHANCE OUR UNDERSTANDING OF PHILANTHROPIC TRENDS. OUR INTENTION IS TO HELP FUNDERS TO BETTER COORDINATE AND PARTNER TO MAXIMIZE PHILANTHROPY'S IMPACT. CANDID CONTINUES TO BE A LEADING DRIVER IN ESTABLISHING DATA STANDARDS FOR PHILANTHROPY AND ENABLING FOUNDATIONS TO SHARE THEIR DATA DIRECTLY WITH US. IN 2022, 424 FUNDERS SUBMITTED DATA TO CANDID, INCLUDING 36 FUNDERS THAT CONTRIBUTED DATA TO US FOR THE FIRST TIME. FUNDERS WHO SHARED DATA TOTALED MORE THAN $24.8 BILLION ACROSS MULTIPLE FISCAL YEARS. OF THE GRANTS REPORTED, 82% WERE FOR FY21 OR LATER. THESE ARE GRANTS THAT ARE NOT YET AVAILABLE ON PUBLIC IRS 990-PF FORMS. BY SHARING GRANTS DATA, FUNDERS ARE HELPING POWER SEVERAL RESOURCES THAT SERVE THE SOCIAL SECTOR. THESE INCLUDE FOUNDATION DIRECTORY, FOUNDATION MAPS, CANDID'S ISSUE- OR LOCATION-SPECIFIC WEBSITES, RESEARCH REPORTS, ONLINE DASHBOARDS OF REGIONAL PHILANTHROPIC GIVING, AND MORE. THROUGH OUR CANDID COMMUNITY PARTNERS, WE REACH LOCAL COMMUNITIES AND MAKE ACCESS TO OUR CORE TOOLS LIKE FOUNDATION DIRECTORY AND GRANTS TO INDIVIDUALS FREELY AVAILABLE TO ORGANIZATIONS WHO MIGHT NOT HAVE THE RESOURCES TO AFFORD SUBSCRIPTIONS. OUR CANDID COMMUNITY PARTNERS ARE DEEPLY EMBEDDED IN THE LOCAL COMMUNITIES THEY SERVE. CANDID HAS MORE THAN 350 CANDID COMMUNITY PARTNERS THAT CONSIST OF COMMUNITY-BASED ORGANIZATIONS THAT STRENGTHEN LOCAL NONPROFIT ECOSYSTEMS BY OFFERING A SUITE OF TRAININGS AND DATA TOOLS FREE OF CHARGE TO THE PUBLIC. IN 2022, WE PROVIDED TRAININGS TO ROUGHLY 25,000 NONPROFIT LEADERS AND FACILITATED 81,000 SEARCHES AND 336,000 PROFILE VIEWS IN FOUNDATION DIRECTORY VIA OUR CANDID COMMUNITY PARTNERS. IN 2023, WE WILL ADD GUIDESTAR TO THE CANDID COMMUNITY 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. 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. IN ADDITION TO A DEDICATED TEAM THAT ADMINISTERS THE PROGRAM, OUR PARTNERS WERE INVITED TO PARTICIPATE IN OUR ANNUAL TRAIN THE TRAINER DAY ALONG WITH OUR ANNUAL FREE CONFERENCE, NETWORK DAYS. TOGETHER, THE TWO PROGRAMS BROUGHT IN 337 REGISTRANTS. THE THEME FOR NETWORK DAYS 2022 WAS RECALIBRATING FOR EQUITY, FEATURING SESSIONS THAT CENTERED EQUITY AS A STRATEGIC IMPERATIVE ACROSS THE SOCIAL SECTOR. FOR THE SECOND YEAR, THE NETWORK DAYS CONFERENCE INCLUDED A TRACK OF SESSIONS SPECIFICALLY DESIGNED FOR OUR CF INSIGHTS MEMBERS. THIS YEAR, INSTEAD OF PRESENTING A "TRADITIONAL" DAY OF CONFERENCE SESSIONS, WE DESIGNED AN INTERACTIVE "UNCONFERENCE" FOR CF INSIGHTS MEMBERS TO CONNECT WITH EACH OTHER AND REFLECT ON THE LAST TWO-PLUS YEARS. PROGRAMMING HIGHLIGHTS INCLUDED A REFLECTION OF OUR PERSONAL AND ORGANIZATIONAL GOALS AND AREAS OF FOCUS IN FEBRUARY 2020 AS COMPARED TO WHAT THEY ARE TODAY AND DISCUSSING THE WAYS IN WHICH THOSE AREAS OF FOCUS HAVE SHIFTED IN THAT TIME. WE ALSO HEARD FROM LEADERS AT THE COLLABORATORY, WHO TOLD US THEIR STORY ABOUT HOW, AND MORE IMPORTANTLY WHY, THEY REDEFINED THEIR ROLE AS SOUTHWEST FLORIDA'S COMMUNITY FOUNDATION TO BECOME AN ACTIVE PARTNER TO THEIR COMMUNITY, CENTERING EQUITY IN BOTH THEIR INTERNAL OPERATIONS AND HOW THEY SERVE THEIR STAKEHOLDERS. THROUGH CF INSIGHTS, WE ALSO CONTINUED OUR EFFORT TO TRACK OVERALL FINANCIAL TRENDS IN THE FIELD BY PUBLISHING THE FINDINGS FROM THE FISCAL YEAR 2020 ANNUAL SURVEY. WE LAUNCHED THE FY 2021 ANNUAL SURVEY OVER THE SUMMER AND RECEIVED OVER 150 COMMUNITY FOUNDATIONS RESPONDED TO INFORM OUR LATEST RESULTS, EXPECTED TO BE PUBLISHED IN EARLY 2023. FORM 990, PART III, LINE 4B: MAJOR LIBRARY/LEARNING CENTER AND OTHER PUBLIC SERVICES ACCOMPLISHMENTS IN 2022 INCLUDE THE FOLLOWING: 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 GLOBAL COMMON ORGANIZATIONAL PROFILES REQUIRES US TO INCREASE AND IMPROVE THE DATA IN CANDID NONPROFIT 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 2022, 84,837 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. IN 2022, WE INCREASED THE NUMBER OF OUR DATA DISTRIBUTION CHANNELS FROM 237 TO 269. THROUGH OUR CANDID PROFILES, WE CONTINUE TO COLLECT DEMOGRAPHIC INFORMATION TO HELP POTENTIAL FUNDERS BETTER UNDERSTAND ORGANIZATIONAL LEADERSHIP. IN 2022, WE STARTED 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. AS OF JANUARY 2023, OUR STAFF HAVE PARTNERED WITH 33 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. AS OF DECEMBER 2022, MORE THAN 50,000 ORGANIZATIONS HAVE SHARED THEIR DEMOGRAPHIC DATA WITH US COMPARED TO 28,000 IN 2021. THROUGH THIS CAMPAIGN, CANDID WILL MAKE NONPROFIT DEMOGRAPHICS DATA FREELY AVAILABLE FOR THE SECTOR AND PARTICIPANTS WILL MAKE THE GRANTING PROCESS QUICKER, EASIER, AND MORE EFFICIENT FOR THE NONPROFITS THEY SUPPORT. WE CONTINUE TO IMPROVE HOW WE COLLECT AND DISPLAY DATA TO HELP NONPROFITS SHARE THEIR WORK IN THE MOST MEANINGFUL WAY. WE ADDED OPTIONAL GRANTMAKER FIELDS ON THE CANDID PROFILE, ALLOWING DOMESTIC GRANTMAKERS TO CONTRIBUTE INFORMATION THAT IS MORE TAILORED TO THEIR NEEDS. WE ALSO TEAMED UP WITH APPLE PAY TO MAKE IT EASIER FOR NONPROFITS TO ACCEPT DONATIONS. NONPROFITS WHO EARN A CANDID SEAL OF TRANSPARENCY MAY BE ELIGIBLE TO ENABLE AND ACCEPT DONATIONS USING APPLE PAY, PROVIDING DONORS WITH AN EASY AND SECURE WAY TO GIVE TO THE CAUSES THEY CARE ABOUT. THIS WAS MADE POSSIBLE THROUGH OUR API INTEGRATION. 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. THEY ARE ALSO USED TO POPULATE SPECIAL ISSUE PAGES, INCLUDING THOSE ON THE PHILANTHROPIC RESPONSE TO COVID-19 AND RACIAL EQUITY. OUR APIS ARE ALSO USED BY FUNDERS TO INTEGRATE CANDID DATA INTO THEIR GRANT 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. CANDID'S APIS SUPPORT DONATION PLATFORMS, RETAIL AND ECOMMERCE SITES, WORKPLACE GIVING PLATFORMS, AND MORE. WE HAVE A DEDICATED SECTION OF OUR WEBSITE FOR DEVELOPER GUIDES TO EXPLAIN HOW OUR APIS CAN BE USED TO PREPOPULATE GRANT APPLICATIONS, USE OUR SEALS OF TRANSPARENCY AS AN ELIGIBILITY REQUIREMENT, AND STREAMLINE DIVERSITY, EQUITY, AND INCLUSION DATA COLLECTION EFFORTS. IN 2022, WE LAUNCHED THE NEW CANDID DATA SYSTEM, IMPROVING THE QUALITY OF DATA AVAILABLE IN OUR ESSENTIAL, PREMIER, AND CHARITY CHECK APIS. THIS MEANS THAT THE INFORMATION AVAILABLE ON CANDID PROFILES (MISSION, CONTACT INFORMATION, DEMOGRAPHICS, FINANCIALS, ETC.) IS AVAILABLE VIA THE APIS WITHIN SECONDS AND IRS BMF AND PUB78 IMPORTS ARE COMPLETED IN LESS THAN 24 HOURS. WE ALSO LAUNCHED ESSENTIALS API VERSION 3 ON OUR API DEVELOPER PORTAL THAT FEATURES API TOOLS TO HELP NONPROFITS BUILD POWERFUL SOCIAL SECTOR SOLUTIONS. THIS VERSION CONTAINS MANY NEW SEARCH FILTERS INCLUDING RECENTLY UPDATED DATA, THE PHILANTHROPY CLASSIFICATION SYSTEM, DEI SUBMISSIONS, AND MORE. 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. AS OF DECEMBER 2022, THIS DATABASE INCLUDED DATA ON 23 MILLION GRANT RECORDS WITH PROFILES OF 157,000 GRANTMAKERS. FOR THOSE WHO CANNOT VISIT OR ACCESS US THROUGH OUR CANDID COMMUNITY PARTNERS, FOUNDATION DIRECTORY QUICK START ALLOWS FREE ACCESS TO ESSENTIAL INFORMATION ABOUT 100,000 FOUNDATIONS AND $52 BILLION IN ANNUAL FUNDING. FOUNDATION MAPS IS CANDID'S PREMIER DATA VISUALIZATION TOOL AND THE EASIEST WAY TO SEE WHO IS FUNDING WHAT AND WHERE AROUND THE WORLD. WITH MILLIONS OF GRANTS FROM 2006 TO THE PRESENT, INNOVATIVE WAYS TO VISUALIZE FUNDING DATA, AND THE FLEXIBILITY AND PRECISION TO TAILOR RESEARCH, FOUNDATION MAPS HELPS FUNDERS AND NONPROFITS ACCESS THE KNOWLEDGE THEY NEED TO MAKE STRATEGIC DECISIONS AND STRENGTHEN THEIR IMPACT. FOUNDATION MAPS CURRENTLY INCLUDES DATA ON 24.3 MILLION GRANTS TOTALING $4.5 TRILLION MADE BY 244,395 FUNDERS TO 2.4 MILLION RECIPIENTS. CANDID LEARNING IS OUR SINGLE DESTINATION FOR TRAINING, RESOURCES, AND LEARNING EXPERIENCES. OUR EXPERIENCED STAFF, NETWORK OF TRAINERS, TIME-TESTED CONTENT, AND USE OF OUR DATA TO GROUND EDUCATION IN FACTS MAKE THESE OFFERINGS POSSIBLE. ALL NONPROFITS AND COMMUNITIES NEED ACCESS TO INFORMATION THAT HELPS THEM DO GOOD. LED BY EXPERT TRAINERS, WE PROVIDE A VARIETY OF HIGH QUALITY SKILLS-BUILDING WEBINARS ON FUNDRAISING, GRANT WRITING, NONPROFIT MANAGEMENT, AND MORE, INCLUDING HOW TO USE CANDID'S FOUNDATION DIRECTORY AND CANDID PROFILES ON GUIDESTAR TO ADVANCE YOUR WORK. IN 2022, WE MIGRATED CONTENT PREVIOUSLY FOUND ON GRANTCRAFT AND GLASSPOCKETS TO CANDID LEARNING FOR FUNDERS. THE UPDATED SITE PROVIDES AN EASY-TO-FIND DESTINATION FOR ALL OUR LEARNING EXPERIENCES FOR FUNDERS, INCLUDING OUR FIELD GUIDES, BLOGS, AND TOOLS DESIGNED TO IMPROVE THE PRACTICE OF GRANTMAKING. ALL TOLD, IN 2022, 1.3 MILLION PEOPLE VISITED CANDID LEARNING TO ADVANCE THEIR WORK. THESE VISITS INCLUDE FOLKS WHO DIG THROUGH OUR KNOWLEDGE BASE FOR GUIDANCE, REFER TO OUR COLLECTION OF SAMPLE DOCUMENTS AND NONPROFIT START-UP TOOLS, VISIT THE CANDID BLOG, AND MORE. OUR LEARNING EXPERIENCES ARE DESIGNED TO MEET USERS WHERE THEY ARE. ONE IMPORTANT ASPECT OF OUR WORK THIS YEAR WAS TO PROVIDE DISABILITY INCLUSION INFORMATION FOR CANDID LEARNING AUDIENCES. THE NEW WEB PAGE DETAILS ACCESSIBILITY INFORMATION ABOUT THE TECHNOLOGY WE USE TO SUPPORT LEARNING EXPERIENCES AND HOW AUDIENCES CAN REQUEST ACCOMMODATIONS. WE CONDUCTED AN ACCESSIBILITY AUDIT TO IMPROVE THE USER EXPERIENCE FOR PEOPLE WITH DISABILITIES, WHILE ALSO WORKING TO DOCUMENT THE VARIOUS ACCESSIBILITY DETAILS OF THE MANY SOFTWARE PLATFORMS WE USE TO DELIVER SERVICES. FINALLY, WE DEVELOPED AND IMPLEMENTED POLICIES FOR HOW TO SATISFY ACCOMMODATION REQUESTS. FORM 990, PART III, LINE 4C: MAJOR RESEARCH AND OTHER PROGRAMS ACCOMPLISHMENTS IN 2022 INCLUDE THE FOLLOWING: 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 SEVERAL NEW REPORTS AND PUBLISHED ANNUAL UPDATED EDITIONS TO EXISTING REPORTS IN 2022: - 2022 NONPROFIT COMPENSATION REPORT: WE RELEASED THE 22ND EDITION OF OUR ANNUAL NONPROFIT COMPENSATION REPORT THAT REVIEWS KEY EMPLOYEE COMPENSATION BASED ON 140,947 DATA POINTS FROM 87,529 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. - ADVANCING HUMAN RIGHTS: ANNUAL REVIEW OF GLOBAL FOUNDATION GRANTMAKING 2019 KEY FINDINGS: EVERY YEAR, CANDID AND HUMAN RIGHTS FUNDERS NETWORK'S (HRFN'S) ADVANCING HUMAN RIGHTS RESEARCH REVEALS INSIGHTS FROM THE LATEST, MOST COMPREHENSIVE DATA AVAILABLE FOR GLOBAL HUMAN RIGHTS PHILANTHROPY. THE GOAL OF THIS STUDY IS TO PROVIDE LONG-TERM EVIDENCE TO UNDERSTAND GAPS, CHANGES, AND NEW POSSIBILITIES IN RESOURCING HUMAN RIGHTS. IN THIS YEAR'S ANALYSIS, WE TRACK THE $4.1 BILLION THAT FOUNDATIONS GRANTED IN 2019 IN SUPPORT OF HUMAN RIGHTS. THIS REPRESENTS A 10% INCREASE FROM THE PREVIOUS YEAR AND POINTS TO SEVERAL HOPEFUL AND SURPRISING TRENDS. - CENTERING EQUITY AND JUSTICE IN CLIMATE PHILANTHROPY: CANDID AND ARIADNE, A EUROPEAN PHILANTHROPIC FUNDERS NETWORK, RELEASED A GUIDE FOR GRANTMAKERS DETAILING HOW INCORPORATING A CLIMATE JUSTICE LENS IS VITAL TO ADDRESSING CLIMATE CHANGE. THIS FIELD GUIDE FOR FUNDERS IDENTIFIES COMMON BARRIERS TO SUPPORTING CLIMATE JUSTICE STRATEGIES, DESCRIBES WAYS TO OVERCOME THEM, AND SHARES INSIGHTS AND CASE STUDIES FROM EXPERIENCED FUNDERS WHO HAVE HELPED THEIR INSTITUTIONS USE A CLIMATE JUSTICE LENS FOR GREATER IMPACT WITHIN THEIR EXISTING GRANTMAKING PRIORITIES. - MEASURING THE STATE OF DISASTER PHILANTHROPY 2022: DATA TO DRIVE DECISIONS: CANDID AND THE CENTER FOR DISASTER PHILANTHROPY (CDP) RELEASED THE NINTH EDITION OF THEIR ANNUAL RESEARCH REPORT. IN IT, WE EXAMINED AVAILABLE 2020 DATA ON GLOBAL DISASTER-RELATED PHILANTHROPY, ANALYZING FUNDING FROM FOUNDATIONS, BILATERAL AND MULTILATERAL DONORS, THE U.S. FEDERAL GOVERNMENT, CORPORATIONS, AND DONATIONS THROUGH DONOR-ADVISED FUNDS AND ONLINE PLATFORMS. DRAWING UPON 12 DATA SOURCES, THE REPORT DOCUMENTS $121 BILLION IN DISASTER-RELATED IN 2020. WE ALSO UPDATED THE ACCOMPANYING DISASTER MAP WITH 2020 DATA. - PHILANTHROPY AND COVID-19: EXAMINING TWO YEARS OF GIVING: CANDID AND THE CENTER FOR DISASTER PHILANTHROPY (CDP) RELEASED THIS LATEST REPORT THAT DETAILS COVID-19-RELATED PHILANTHROPIC FUNDING IN 2021 AND HOW IT COMPARES TO 2020. IT IS THE THIRD OF THREE REPORTS ASSESSING COVID-19 PHILANTHROPIC DATA. THE FIRST TWO REPORTS LOOKED AT THE GLOBAL PHILANTHROPIC RESPONSE TO COVID-19 FOR ALL OF 2020. THIS REPORT EMPHASIZES THAT IT WILL TAKE DECADES FOR MANY COMMUNITIES TO RECOVER FROM THE COMPOUNDING EFFECTS OF THE PANDEMIC. IT HIGHLIGHTS THE ROLE FUNDERS WILL PLAY IN LONG-TERM RECOVERY FROM THE PANDEMIC AND CDP PROVIDES ACTIONABLE STEPS FUNDERS CAN TAKE TO INVIGORATE THEIR COVID-19 GIVING STRATEGY. IN ADDITION TO THE RESEARCH WE PUBLISHED IN 2022, WE CONTINUED WORK ON OUR 2-3-YEAR RESEARCH AGENDA ON BLACK LEADERSHIP AND RACIAL REPRESENTATION IN THE NONPROFIT SECTOR, IN PARTNERSHIP WITH ABFE. WE ALSO DEVELOP 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 2022, WE CONTINUED TO MAINTAIN AND UPDATE MANY ISSUE-BASED PORTALS INCLUDING: - CORONAVIRUS: CANDID CONTINUES TO RESPOND ACTIVELY TO THE CORONAVIRUS PANDEMIC. WE ARE REGULARLY UPDATING OUR CORONAVIRUS PAGE TO SHARE THE PHILANTHROPIC RESPONSE TO COVID-19, INCLUDING MORE THAN $29B IN GRANTS, FUNDING OPPORTUNITIES, RFPS, NEWLY CREATED FUNDS, WEBINARS, BLOG POSTS, AND THE LATEST NEWS. - FUNDING FOR RACIAL EQUITY: TO GET YOU THE INFORMATION YOU NEED TO UNDERSTAND THE ISSUES SURROUNDING RACIAL EQUITY, WE'RE SHARING CONTINUOUSLY UPDATED DATA AS WELL AS NEWS, ANALYSIS, AND PERSPECTIVES FROM THE FIELD ON OUR RACIAL EQUITY PAGE. - U.S. SOCIAL SECTOR DASHBOARD: THE U.S. SOCIAL SECTOR PLAYS A CRITICAL ROLE IN ADVANCING SOCIAL GOOD. BUT UNDERSTANDING WHAT IS HAPPENING IN THE SOCIAL SECTOR (OR EVEN, WHAT IS THE SOCIAL SECTOR) CAN BE COMPLICATED AND CONFUSING. AT CANDID, WE OFTEN GET QUESTIONS ABOUT THE SECTOR AS A WHOLEPARTLY BECAUSE OF THE ROLE THAT WE PLAY, AND PARTLY BECAUSE HIGH-LEVEL AND HOLISTIC INFORMATION ABOUT THE SECTOR IS HARD TO FIND. CANDID'S UPDATED U.S. SOCIAL SECTOR DASHBOARD IS DESIGNED TO ADDRESS THIS NEED BY SHARING UP-TO-DATE DATA AND KEY FACTS ABOUT THE ORGANIZATIONS, FINANCIAL FLOWS, AND PEOPLE THAT MAKE UP THE SECTOR. AND WE LAUNCHED A SPECIAL ISSUE PAGE ON THE PHILANTHROPIC RESPONSE TO THE WAR IN UKRAINE: - PHILANTHROPIC RESPONSE TO THE WAR IN UKRAINE: USING OUR NEW RAPID RESPONSE SYSTEM, WHICH WAS CREATED WITH SUPPORT FROM THE ROBERT WOOD JOHNSON FOUNDATION, WE ARE SHARING INFORMATION AND DATA ON THE CRISIS IN UKRAINE. THIS SITE OFFERS THE LATEST GRANTS AND PLEDGES AS A FREE DOWNLOAD, NEWS AND COMMENTARY, RESEARCH REPORTS, FEATURED ORGANIZATIONS, AND ADDITIONAL RESOURCES. THROUGH ISSUE LAB, WE SUPPORT ONGOING LEARNING AND RESEARCH IN THE SOCIAL SECTOR. IN 2022, WE LAUNCHED THE NEW AND IMPROVED ISSUE LAB WEBSITE. WE ALSO ADDED A NEW SPECIAL RESEARCH COLLECTION ON REPRODUCTIVE HEALTH IN ISSUE LAB THAT EXAMINES ISSUES RELATED TO REPRODUCTIVE HEALTH, REPRODUCTIVE RIGHTS, AND REPRODUCTIVE JUSTICE. IT BRINGS TOGETHER KNOWLEDGE AND INSIGHTS FROM ORGANIZATIONS ADDRESSING REPRODUCTIVE HEALTH RELATED ISSUES AND EXPLORES THE IMPACT FOUNDATIONS AND NONPROFITS ARE HAVING ON THIS WORK. AT THE END OF 2022, WE HAD 33,000+ TITLES ON ISSUE LAB. 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 2022, TITLES FROM OUR COLLECTION WERE BORROWED 1,141 TIMES. 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 2022, OUR ONLINE LIBRARIAN SERVICE RESPONDED TO 9,854 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 2022, CANDID HAD MORE THAN 144,000 FOLLOWERS ON TWITTER, MORE THAN 66,000 FACEBOOK FOLLOWERS, 33,081 LINKEDIN FOLLOWERS, 8,570 SUBSCRIBERS ON YOUTUBE, 5,133 FOLLOWERS ON INSTAGRAM, AND 342 FOLLOWERS ON TIKTOK. IN 2022, KATE MEYERS EMERY, OUR DIGITAL COMMUNICATIONS MANAGER, WAS NAMED ONE OF 30 NONPROFIT IT INFLUENCERS WORTH FOLLOWING BY BIZTECH. 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. MORE THAN 1.3 MILLION PEOPLE RELIED ON PND AS A SOURCE OF INFORMATION ABOUT THE SOCIAL SECTOR IN 2022. 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. IN 2022, OUR NEWSLETTER HAD 479,968 SUBSCRIBERS. THROUGH CANDID'S BLOG, WE PROVIDE TIPS, INSIGHTS, AND NEWS FROM THE NONPROFIT SECTOR, INCLUDING UPDATES FROM CANDID. IN 2022, WE PUBLISHED 100 BLOG POSTS ON THE CANDID BLOG. 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 2022. 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 271,999. RENT OBLIGATION EXIT -402,734. LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT -4,208. FORM 990, PART XII, LINE 2C: CANDID DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.