2023-11-15T09:32:19-06:00 2022-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2022-01-01 010669150 GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS GRAN 2028981823 1310 L STREET NW 650 WASHINGTON DC 20005 MARCUS WALTON PRESIDENT AND CEO 2028981842 2023-11-14 1 MARCUS WALTON 999009999 0 HOLLY CAPORALE P00235685 3019860600 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARCUS WALTON 1310 L STREET NW 650 WASHINGTON DC 20005 6097869 0 X WWW.GEOFUNDERS.ORG. X 2002 DC GEO IS A COMMUNITY OF FUNDERS COMMITTED TO TRANSFORMING PHILANTHROPIC CULTURE AND PRACTICE BY CONNECTING MEMBERS TO THE RESOURCES AND RELATIONSHIPS NEEDED TO SUPPORT THRIVING NONPROFITS AND COMMUNITIES. 8 8 30 287 0 0 9611904 5265542 271930 790250 17420 40989 40 1088 9901294 6097869 0 54600 0 0 3093770 3652996 0 0 318867 1466300 2768801 4560070 6476397 5341224 -378528 12758147 13379679 944937 2048661 11813210 11331018 X GEO IS A COMMUNITY OF FUNDERS COMMITTED TO TRANSFORMING PHILANTHROPIC CULTURE AND PRACTICE BY CONNECTING MEMBERS TO THE RESOURCES AND RELATIONSHIPS NEEDED TO SUPPORT THRIVING NONPROFITS AND COMMUNITIES. 0 0 1435648 3500 655800 CONFERENCES - GEO CONFERENCES EDUCATE AND INSPIRE ACTION. IN 2022, WE HELD A NATIONAL CONFERENCE THAT CONVENED ALMOST 700 GRANTMAKERS BOTH IN PERSON AND VIRTUALLY DUE TO THE ONGOING COVID PANDEMIC. ABOUT 600 PARTICIPANTS GATHERED IN CHICAGO TO CONNECT WITH EACH OTHER AND HEAR FROM DYNAMIC SPEAKERS ON TOPICS RELATED TO SHIFTING PHILANTHROPIC CULTURE. WE ALSO HOSTED APPROXIMATELY 100 MEMBERS OF OUR COMMUNITY IN A VIRTUAL CONFERENCE THAT TOOK PLACE ONLINE IN THE WEEKS FOLLOWING THE IN-PERSON GATHERING. IN BOTH CONFERENCE SETTINGS, PARTICIPANTS EXCHANGED IDEAS AND DEEPENED THEIR SKILLSET RELATED TO ADVANCING RACIAL-EQUITY CENTERED CHANGE IN THEIR ORGANIZATIONS AND THE ADOPTION AND IMPLEMENTATION OF PHILANTHROPIC PRACTICES THAT LEAD TO THRIVING COMMUNITIES. 1752062 51100 MEMBER PROGRAMS - GEO IS A DIVERSE COMMUNITY OF NEARLY 500 GRANTMAKING ORGANIZATIONS WORKING TO TRANSFORM PHILANTHROPIC CULTURE AND PRACTICE. IN 2022, GRANTMAKERS ADDRESSED SHARED CHALLENGES IN GRANTMAKING THROUGH GEO'S PEER LEARNING PROGRAMS INCLUDING WEBINARS, MEMBER CALLS AND REMOTE LEARNING SERIES. OTHER MEMBER PROGRAMS, SUCH AS OUR FELLOWSHIP COHORTS AND CEO/SENIOR LEADER PROGRAMMING FOUND NEW WAYS FOR MEMBERS AND NON-MEMBER GRANTMAKERS TO COME TOGETHER TO ADDRESS THE BARRIERS TO ADOPTING GRANTMAKING PRACTICES THAT SUPPORT THRIVING COMMUNITIES. THESE OPPORTUNITIES ALLOW MEMBERS TO TALK ABOUT THE CHALLENGES THEY ARE FACING, ADVANCE EQUITY, WORK THROUGH COMPLEX CHANGES WITHIN THEIR ORGANIZATIONS, AND ADVOCATE FOR IMPROVED PRACTICES ACROSS THE FIELD. 680949 126550 RESEARCH AND LEARNING - WE CONDUCT RESEARCH ON FIELD TRENDS TO MARK CHANGES IN GRANTMAKER PRACTICE OVER TIME, AS WELL AS ONGOING SKILL-BUILDING FOR OUR STAFF, BOARD AND OTHER KEY STAKEHOLDERS TO INFORM OUR STRATEGY OF BUILDING COMMUNITY. 327066 7900 COMMUNICATIONS & PUBLICATIONS - GEO RAISES AWARENESS THAT WILL CATALYZE CHANGE IN THE FIELD OF PHILANTHROPY. WE ENGAGE IN ONGOING FIELDWIDE COMMUNICATION EFFORTS TO ACCOMPLISH THIS. IN 2022, GEO DREW ATTENTION TO GRANTMAKING PRACTICES AND CULTURE THAT SUPPORT THIRIVNG NONPROFITS AND COMMUNITIES THROUGH MEDIA OUTREACH, PRESENTING AT CONFERENCES, PRODUCING PUBLICATIONS SUCH AS "CENTERING EQUITY THROUGH FLEXIBLE, RELIABLE FUNDING", AND USING ONLINE TOOLS SUCH AS THE GEO WEBSITE, SOCIAL MEDIA OUTLETS, MEMBER LIST-SERVES, AND E-NEWSLETTERS. 327066 7900 4195725 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 38 0 1 30 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X X THE ORGANIZATION 2028981840 1310 L STREET NW NO 650 WASHINGTON DC 20005 HANH CAO YU CHAIR 1.00 X X 0 0 0 DENISE ST OMER VICE CHAIR 1.00 X X 0 0 0 NEEL HAJRA TREASURER 1.00 X X 0 0 0 BRENDA SOLORZANO GOVERNANCE COMMITTEE CHAIR 1.00 X X 0 0 0 DEBORAH AUBERT THOMAS DIRECTOR 1.00 X 0 0 0 PHILIP LI DIRECTOR 1.00 X 0 0 0 ANITA PATEL DIRECTOR 1.00 X 0 0 0 DENNIS QUIRIN DIRECTOR 1.00 X 0 0 0 KELLY NOWLIN DIRECTOR 1.00 X 0 0 0 CARRIE PICKETT-ERWAY DIRECTOR 1.00 X 0 0 0 ANDREA HERNANDEZ RODRIGUEZ DIRECTOR 1.00 X 0 0 0 MARCUS WALTON PRESIDENT AND CEO 40.00 X 317631 0 32647 SINEM REED VICE PRESIDENT, OPERATIONS 40.00 X 184236 0 37434 MEGHAN DUFFY EXECUTIVE VICE PRESIDENT 40.00 X 219727 0 35646 AKILAH MASSEY VICE PRESIDENT, PROGRAMS 40.00 X 173222 0 29222 NICHOLE HOEFLICH DIRECTOR OF PROGRAMS 40.00 X 129529 0 19480 MICHELLE HARRINGTON DIRECTOR OF COMM & MARKETING 40.00 X 116248 0 18490 KELLY WISE DIRECTOR, PEOPLE & CULTURE 40.00 X 126257 0 33376 KRISTINA WERTZ VICE PRESIDENT OF EXTERNAL AFFAIRS 40.00 X 118584 0 32839 J WING LI DIRECTOR OF OPERATIONS 40.00 X 112214 0 32338 1497648 0 271472 11 0 1 0 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING/HR SERVICES 145618 INSPIRE EVENT TECHNOLOGIES 9150 N ROYAL LANE IRVING TX 75063 TECHNOLOGY SERVICES 143388 MOVEMENT TAPESTRIES 1077 WARBURTON AVE 701 YONKERS NY 10701 AUTHOR/EDITORS 123000 3 2288170 2977372 5265542 CONFERENCES 900099 655800 655800 SEMINARS 900099 126550 126550 CONSULTING 900099 7900 7900 790250 40989 40989 OTHER INCOME 900099 1088 1088 1088 6097869 791338 0 40989 54600 54600 1029765 438149 531819 59797 1975036 1291147 539166 144723 103957 68063 28195 7699 329778 197365 109947 22466 214460 126973 73062 14425 40753 40753 117116 117116 616754 434532 172094 10128 85328 51215 29340 4773 297137 175726 101046 20365 183963 123639 48506 11818 833254 822969 9352 933 127814 75923 42630 9261 27190 10164 16908 118 AUTHOR/EDITORS 143108 143108 LICENSES/PERMITS/FEES 105928 92837 11818 1273 STAFF DEVELOPMENT 57707 37308 16113 4286 SERVICE CHARGES 54180 54180 78569 52007 19760 6802 6476397 4195725 1961805 318867 8377198 3195646 506460 5519661 1732016 1421128 43 16597 27808 45812 1207507 767759 547411 439748 1535661 1459785 31550 1281302 12758147 13379679 186070 292479 56379 758867 1699803 944937 2048661 X 8953544 8874575 2859666 2456443 11813210 11331018 12758147 13379679 -378528 -103664 0 X X 0 1 X 1 0 X 5538676 3211361 5438083 9611904 5265542 29065566 785320 535148 24950 271930 790250 2407598 6323996 3746509 5463033 9883834 6055792 31473164 2069670 301167 1957400 1941176 750150 7019563 0 2069670 301167 1957400 1941176 750150 7019563 24453601 31346 39788 31518 17420 40989 161061 31346 39788 31518 17420 40989 161061 60 40 1088 1188 6355402 3786297 5494551 9901294 6097869 31635413 0.77300 0.76120 0.00510 0.00460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 587799 308868 278931 428706 271974 156732 191002 186917 4085 439748 DEPOSITS 205760 OPERATING RIGHT-OF-USE ASSET 1075542 1281302 OPERATING LEASE LIABILITY 1699803 1699803 X 6013655 -103664 19450 -84214 6097869 0 6097869 6495847 19450 19450 6476397 0 6476397 PART X, LINE 2: THE ORGANIZATION REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. 1 NORTHERN CALIFORNIA GRANTMAKERS 160 SPEAR STREET SUITE 360 SAN FRANCISCO CA 94105 942761355 501 (C)(3) 50000 0 THIS GRANT SUPPORTED NCG'S WORK ON THE RACIAL EQUITY ACTION INSTITUTE AND OUR WORK TOGETHER TO SCALE THIS MODEL OF CROSS-SECTOR LEARNING NATIONALLY. WE HOLD REGULAR CHECK-IN MEETINGS WITH NCG TO MONITOR THE PROGRESS OF THE WORK 1 0 X X X X 0 0 0 0 0 0 0 0 0 MARCUS WALTON PRESIDENT AND CEO 317631 0 0 0 0 0 22234 0 10413 0 350278 0 0 0 MEGHAN DUFFY EXECUTIVE VICE PRESIDENT 219727 0 0 0 0 0 15381 0 20265 0 255373 0 0 0 SINEM REED VICE PRESIDENT, OPERATIONS 184236 0 0 0 0 0 12896 0 24538 0 221670 0 0 0 AKILAH MASSEY VICE PRESIDENT, PROGRAMS 173222 0 0 0 0 0 12126 0 17096 0 202444 0 0 0 KELLY WISE DIRECTOR, PEOPLE & CULTURE 126257 0 0 0 0 0 8838 0 24538 0 159633 0 0 0 KRISTINA WERTZ VICE PRESIDENT OF EXTERNAL AFFAIRS 118584 0 0 0 0 0 8301 0 24538 0 151423 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS AMENDED ITS ARTICLES OF INCORPORATION TO REFLECT DEVELOPMENTS IN ITS GOVERNANCE PRACTICES. SIGNIFICANT CHANGES INCLUDED CLARIFYING ALL CATEGORIES OF MEMBERSHIP IN THE ORGANIZATION ARE NONVOTING; BROADENING THE DISSOLUTION CLAUSE TO PERMIT ASSETS TO BE DISTRIBUTED ON DISSOLUTION FOR ONE OR MORE INTERNAL REVENUE CODE SECTION 501(C)(3) EXEMPT PURPOSES, TO THE FEDERAL GOVERNMENT OR TO STATE OR LOCAL GOVERNMENT FOR A PUBLIC PURPOSE, AS DETERMINED BY THE BOARD OF DIRECTORS, IN ACCORDANCE WITH TREASURY REGULATION 1.501(C)(3)-1(B)(4); AND TO ADDRESS INDEMNIFICATION RIGHTS, LIABILITY INSURANCE, AND LIMITING THE PERSONAL LIABILITY OF OFFICERS AND DIRECTORS AS PERMITTED BY THE DISTRICT OF COLUMBIA NONPROFIT CORPORATION ACT. FORM 990, PART VI, SECTION A, LINE 8B THE ACTIONS OF COMMITTEES ARE SUMMARIZED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE AND AUDIT COMMITTEE REVIEWS THE 990. THE FORM 990 IS CIRCULATED TO THE FULL BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER, EXECUTIVE AND KEY EMPLOYEE IS REQUIRED TO REVIEW A COPY OF THE CONFLICT OF INTEREST POLICY AND TO ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO. EACH PERSON ANNUALLY COMPLETES A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT; EACH PERSON IS ALSO OBLIGATED TO IMMEDIATELY DISCLOSE ANY NEW CONFLICT THAT ARISES DURING THE YEAR AS NEW POSSIBLE CONFLICTS ARISE, THEY ARE DISCLOSED FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT THE ORGANIZATION'S BEST INTEREST. THIS POLICY IS REVIEWED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS. ANY CHANGES TO THE POLICY ARE COMMUNICATED INMEDIATELY TO ALL PERSONS SUBJECT TO THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 A MARKET STUDY IS DONE EVERY FEW YEARS WITH COMPARABILITY DATA TO ENSURE MARKET COMPETITIVENESS FOR ALL POSITIONS. IN ADDITION, ALL EMPLOYEES ARE ELIGIBLE FOR RAISES IN LINE WITH THEIR GROWTH AND PERFORMANCE FOR THAT YEAR AT YEAR END. FORM 990, PART VI, SECTION C, LINE 19 GEO MAKES ITS BYLAWS AND AUDITED FINANCIAL STATEMENTS AVAILABLE THROUGH ITS OWN WEBSITE AND UPON REQUEST. GEO ALSO MAKES ITS BYLAWS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE THROUGH ANOTHER WEBSITE, WWW.GUIDESTAR.ORG. FORM 990, PART XII, LINE 2C: THE PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR.