2022-10-11T10:36:19-05:00 2021-12-31 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2021-01-01 131837418 CANDID FOUN 2126204230 32 OLD SLIP 24TH FL NEW YORK NY 10005 PUNIT KOHLI VP OF FINANCE 2126204230 2022-09-30 1 PUNIT KOHLI XXX-XX-XXXX EVA MRUK P00543254 9143818900 2022-09-30 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ANN MEI CHANG 32 OLD SLIP 24TH FL NEW YORK NY 10005 82746522 0 X WWW.CANDID.ORG X 1956 NY CANDID GETS YOU THE INFORMATION YOU NEED TO DO GOOD. 19 19 261 25 372607 0 12331121 23672424 29183548 31034819 73931 35278 1288989 460280 42877589 55202801 0 0 0 0 25848202 28138467 0 0 1272106 13591742 15609291 39439944 43747758 3437645 11455043 69236438 88006038 18796126 21428675 50440312 66577363 X SEE SCHEDULE O 0 0 20108910 0 28295382 SEE SCHEDULE O - FOR NARRATIVE ON DATA COLLECTION AND PUBLICATIONS 10273894 0 1689723 SEE SCHEDULE O - FOR NARRATIVE ON LIBRARY/LEARNING CENTERS AND OTHER PUBLIC SERVICES 2437328 0 1049714 SEE SCHEDULE O - FOR NARRATIVE ON RESEARCH AND OTHER PROGRAMS 32820132 1 1 0 1 0 0 0 0 1 1 1 1 0 0 1 1 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 0 261 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AR CA CO FL GA HI IL KS ME MD MA MI MN NH NJ NM NY NC OH OR PA RI SC TN VA WI X X X PUNIT KOHLI VP OF FINANCE 2126204230 32 OLD SLIP 24TH FLOOR NEW YORK NY 100053500 T SYLVESTER JOHN CHAIR 1.00 X X 0 0 0 KATHERINA ROSQUETA VICE CHAIR 1.00 X X 0 0 0 SUSAN KISH TREASURER 1.00 X X 0 0 0 ANA MARIE ARGILAGOS TRUSTEE 1.00 X 0 0 0 MELISSA BERMAN TRUSTEE 1.00 X 0 0 0 JOHN COLBORN TRUSTEE, THRU 02/24/21 1.00 X 0 0 0 KAMI DAR TRUSTEE 1.00 X 0 0 0 CLOTILDE PEREZ-BODE DEDECKER TRUSTEE, THRU 02/24/21 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 ALIX GUERRIER TRUSTEE, THRU 02/24/21 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 JEFF JONES TRUSTEE, THRU 11/16/21 1.00 X 0 0 0 KENNETH M JONES TRUSTEE 1.00 X 0 0 0 MARI KURAISHI TRUSTEE, THRU 02/24/21 1.00 X 0 0 0 MOSUN LAYODE TRUSTEE 1.00 X 0 0 0 RHETT N MABRY TRUSTEE 1.00 X 0 0 0 SUNAND MENON TRUSTEE 1.00 X 0 0 0 DONNA MURRAY-BROWN TRUSTEE 1.00 X 0 0 0 VALDEMAR DE OLIVEIRA NETO TRUSTEE, THRU 02/24/21 1.00 X 0 0 0 BRIAN TRELSTAD TRUSTEE 1.00 X 0 0 0 BRADFORD K SMITH PRESIDENT, THRU 12/31/21 50.00 X 555907 0 57629 ANN MEI CHANG CEO, AS OF 10/01/21 50.00 X 114268 0 14862 MIZMUN KUSAIRI SECRETARY/VP OF PLANNING 50.00 X 202897 0 31967 PUNIT KOHLI VP OF FINANCE 50.00 X 265325 0 39109 JACOB K GARCIA VP OF PRODUCTS 50.00 X 301930 0 40535 JACOB HAROLD EXECUTIVE VICE PRESIDENT, THRU 12/31/21 50.00 X 231209 0 65122 LISA L PHILP VP OF DEVELOPMENT & COMMUNICATIONS 50.00 X 238623 0 22700 KEVIN L MULDER VP OF TECHNOLOGY 50.00 X 227782 0 56140 ZOHRA ZORI VP OF NETWORKS 50.00 X 225607 0 31378 TRACY L WAKSLER SR. DIR. OF PRODUCTS 50.00 X 249096 0 46363 JAMES DOBRZENIECKI SENIOR ADVISOR, THRU 12/31/21 50.00 X 254368 0 46363 JOSE RODRIGUEZ SR. DIR. OF STRATEGIC PARTNERSHIPS 50.00 X 229335 0 81256 MITCH NAUFFTS PUBLISHER EDITORIAL DIR. OF PND THRU 05/21 50.00 X 249737 0 30473 3346084 0 563897 72 0 1 0 ITECH ART GROUP 697 MILL CREEK ROAD SUITE 13 MANAHAWKIN NJ 08050 IT CONSULTING 835960 DRIVENDATA INC 1062 DELAWARE STREET DENVER CO 80204 IT CONSULTING 490000 ACUMEN SOLUTION INC 8280 GREENSBORO DRIVE SUITE 400 MCLEAN VA 22102 IT CONSULTING 462508 DANIEL J EDELMAN INC 200 EAST RANDOLPH DRIVE FL 63 CHICAGO IL 60601 WEB CONSULTING 374540 LIGHTFUL 27 BANNISTER GARDENS PULBOROUGH UK RH20 4PU DEVELOPMENT CONSULTING 312474 17 23672424 23672424 PRODUCT REVENUE 611710 28295382 28295382 FUNDING INFO. NETWORK 611710 1157352 1157352 CANDID TRAINING 611710 532371 532371 COMMUNITY FDTN INSIGHT 611710 439246 439246 FOUNDATION WEB BUILDER 611710 154053 154053 456415 456415 31034819 1873 1873 20000 20000 0 0 27557126 27523721 33405 33405 33405 SPONSORED WEBINARS 541800 372607 372607 MISC. INCOME 900099 50682 50682 TAX REFUNDS 900099 36640 36640 351 351 460280 55202801 31034819 372607 122951 2667941 2124110 447536 96295 19668063 15658940 3299234 709889 1270089 1011195 213052 45842 2891131 2301805 484975 104351 1641243 1306693 275312 59238 526751 526751 269489 269489 57013 57013 79751 79751 1813860 1580815 225899 7146 803418 802668 750 951758 704269 239750 7739 4347779 3350102 918690 78987 2562676 1813478 678096 71102 138669 65626 57879 15164 15765 15765 2479750 1760289 651198 68263 131753 93527 34599 3627 SALES TAX EXPENSE 577191 577191 BAD DEBT EXPENSE 400000 400000 RECRUITMENT COSTS 338516 140630 197886 REPAIRS AND MAINTENANCE 115152 90220 20469 4463 43747758 32820132 9655520 1272106 1047958 2843402 30474044 21547354 2904207 897882 3243545 2360556 536139 547603 26108331 15340281 10418451 10768050 20612094 49041191 69236438 88006038 1732239 3458679 11813951 13271662 5249936 4698334 18796126 21428675 X 34456131 58417640 15984181 8159723 50440312 66577363 69236438 88006038 X 11455043 4547318 134690 X X 0 1 X 1 0 X 8611116 13834354 20423009 12331121 23672424 78872024 8611116 13834354 20423009 12331121 23672424 78872024 26112046 52759978 517871 402441 722182 293548 21873 1957915 1846 1730 18598 1064486 87673 1174333 82004272 117129658 0.64340 0.55880 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: VENDING MACHINE INCOME - 2017 AMOUNT: $ 1,846. 2018 AMOUNT: $ 1,730. 2019 AMOUNT: $ 1,055. 2020 AMOUNT: $ 340. 2021 AMOUNT: $ 351. MISC INCOME - 2019 AMOUNT: $ 17,543. 2020 AMOUNT: $ 1,064,146. 2021 AMOUNT: $ 50,682. TAX REFUNDS - 2021 AMOUNT: $ 36,640. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 57013 57013 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 $57,013 FOR THEIR SERVICES FOR THE YEAR ENDING DECEMBER 31, 2021. 0 1 X 18729532 3979318 22708850 17367766 1361766 18729532 14722785 2644981 17367766 15262314 -539529 14722785 13343417 1944840 25943 15262314 0.92450 0.07550 0 0 5170273 2294376 2875897 1248911 825671 423240 19689147 12220234 7468913 10768050 MULTI-STRATEGY EQUITY FUND 36371181 F MULTI-STRATEGY BOND FUND 12670010 F 49041191 ACCUMULATED POSTRETIREMENT BENEFIT OBLIGATION 1333411 DEFERRED RENT OBLIGATION 3364923 4698334 X 59868169 4547318 252732 4800050 55068119 134682 134682 55202801 43731118 20000 20000 43711118 36640 36640 43747758 PART IV, LINE 2B: THE ORGANIZATION HOLDS SECURITY DEPOSITS FOR TENANTS IN AN ESCROW ACCOUNT. THESE DEPOSITS ARE RETURNED TO THE TENANTS UPON TERMINATION OF THEIR LEASES. 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, 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 20,000. POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC BENEFIT COST 232,732. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT 98,042. UBI TAX REFUNDS 36,640. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 20,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: UBI TAX REFUNDS 36,640. PART XI, LINE 2D - OTHER ADJUSTMENTS: AS OF DECEMBER 31, 2021, AN ACTUARIAL GAIN OF $232,732 WAS NOT YET RECOGNIZED AS A COMPONENT OF NET PERIODIC POSTRETIREMENT BENEFIT COST. THIS GAIN IS RECORDED ON THE DECEMBER 31, 2021 STATEMENT OF CHANGES IN NET ASSETS WITHOUT DONOR RESTRICTIONS. X X X X 1 0 0 1 0 0 0 1 0 BRADFORD K SMITH PRESIDENT, THRU 12/31/21 522447 0 12436 0 21024 0 31991 0 25638 0 613536 0 0 0 JACOB K GARCIA VP OF PRODUCTS 297576 0 4174 0 180 0 27801 0 12734 0 342465 0 0 0 JOSE RODRIGUEZ SR. DIR. OF STRATEGIC PARTNERSHIPS 170118 0 2859 0 56358 0 67530 0 13726 0 310591 0 0 0 PUNIT KOHLI VP OF FINANCE 261338 0 3471 0 516 0 25175 0 13934 0 304434 0 0 0 JAMES DOBRZENIECKI SENIOR ADVISOR, THRU 12/31/21 211730 0 2825 0 39813 0 20725 0 25638 0 300731 0 0 0 JACOB HAROLD EXECUTIVE VICE PRESIDENT, THRU 12/31 210846 0 2799 0 17564 0 21296 0 43826 0 296331 0 0 0 TRACY L WAKSLER SR. DIR. OF PRODUCTS 227807 0 20773 0 516 0 20900 0 25463 0 295459 0 0 0 KEVIN L MULDER VP OF TECHNOLOGY 224488 0 3186 0 108 0 22092 0 34048 0 283922 0 0 0 MITCH NAUFFTS PUBLISHER EDITORIAL DIR. OF PND THRU 05/21 67391 0 0 0 182346 0 5914 0 24559 0 280210 0 0 0 LISA L PHILP VP OF DEVELOPMENT & COMMUNICATIONS 234689 0 3418 0 516 0 22279 0 421 0 261323 0 0 0 ZOHRA ZORI VP OF NETWORKS 222301 0 3186 0 120 0 18732 0 12646 0 256985 0 0 0 MIZMUN KUSAIRI SECRETARY/VP OF PLANNING 199934 0 2783 0 180 0 19233 0 12734 0 234864 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 MITCH NAUFFTS, PUBLISHER & EDITORIAL DIRECTOR OF PND, RECEIVED A SEVERANCE PAYMENT OF $166,781 INCLUDED IN HIS 2021 W-2. PART I, LINE 5 JOSE RODRIGUEZ, SENIOR DIRECTOR OF STRATEGIC PARTNERSHIPS & CHANNELS, RECEIVED COMMISSION PAYMENTS OF $56,082 BASED ON THEIR INDIVIDUAL SALES DURING THE CALENDAR YEAR 2021. PART I, LINE 7 OFFICERS AND OTHER EMPLOYEES LISTED ON SCHEDULE J, PART II RECEIVED TAXABLE DISCRETIONARY BONUSES INCLUDED IN THEIR 2021 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 2021 INCLUDE THE FOLLOWING: IN 2021, WE CONTINUED TO EXPAND OUR NETWORK OF GLOBAL FUNDERS WHO SHARE THEIR DATA DIRECTLY WITH CANDID. SOME NEW FUNDERS WHO HAVE JOINED OR ARE IN THE PROCESS OF JOINING OUR EREPORTING PROGRAM INCLUDE THE ZAGORIY FOUNDATION IN UKRAINE, FUNDAO CALOUSTE GULBENKIAN IN PORTUGAL, EQUITY BANK FOUNDATION IN EAST AFRICA, AND FOUNDATION MAISON DES SCIENCES DE L'HOMME IN FRANCE. ONCE IN OUR DATABASE, THEIR GRANTS ARE CODED TO CANDID'S PHILANTHROPY CLASSIFICATION SYSTEM (PCS), WHICH THEN HELPS POPULATE MANY OF OUR DATA TOOLS, SUCH AS FOUNDATION MAPS, FOUNDATION DIRECTORY, AND SUBJECT-SPECIFIC CUSTOM TOOLS ON TOPICS LIKE HUMAN RIGHTS, PEACE AND SECURITY, SUSTAINABLE DEVELOPMENT GOALS, AND DISASTER FUNDING. WE ALSO WORKED WITH AFFINITY GROUPS SUCH AS THE HUMAN RIGHTS FUNDERS NETWORK AND THE PEACE AND SECURITY FUNDERS GROUP TO ENCOURAGE FUNDERS IN THEIR NETWORKS TO SHARE THEIR DATA WITH US. PARTNERING WITH THESE GROUPS ALLOWS US TO REACH BROADER NETWORKS OF FUNDERS, RATHER THAN WORKING WITH EACH FUNDER INDIVIDUALLY TO ENCOURAGE DATA SHARING AND TRANSPARENCY. REGIONAL GIVING DASHBOARDS CANDID'S REGIONAL GIVING DASHBOARDS PROVIDE AN AT-A-GLANCE OVERVIEW OF INSTITUTIONAL PHILANTHROPY ACROSS THE COUNTRY AND AROUND THE WORLD. CURRENTLY 28 REGIONS HAVE A TEMPLATE VIEW OF THEIR LOCAL PHILANTHROPIC SECTOR THANKS TO OUR WORK WITH THE REGIONAL ASSOCIATIONS AND THE UNITED PHILANTHROPY FORUM. THESE DASHBOARDS ARE PUBLIC FACING AND CONTINUE TO BE UPDATED WITH THE LATEST DATA AVAILABLE. IN 2021, WE PARTNERED WITH PHILANTHROPY SOUTHWEST TO LAUNCH A 7-STATE DASHBOARD COVERING THE SOUTHWEST WHICH INCLUDES SNAPSHOTS FOR TEXAS, COLORADO, ARKANSAS, OKLAHOMA, ARIZONA, NEVADA, AND NEW MEXICO. FOUNDATION DIRECTORY AND QUICK START 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 THE U.S. THE PROFESSIONAL VERSION OF FOUNDATION DIRECTORY IS ACCESSIBLE TO ORGANIZATIONS AND COMMUNITY STAKEHOLDERS AT NO COST THROUGH THE FUNDING INFORMATION NETWORK. IN 2021, WE ADDED OVER THREE MILLION GRANTS TO OUR DATASET, WHICH NOW INCLUDES 22.4 MILLION GRANT RECORDS WITH 157,000 GRANTMAKER PROFILES. WE ALSO IMPROVED TRANSPARENCY ON GIVING THROUGH DONOR ADVISED FUNDS BY ADDING FUND NAMES WHEN AVAILABLE. FOR THOSE WHO CANNOT ACCESS FOUNDATION DIRECTORY THROUGH THE FUNDING INFORMATION NETWORK, CANDID'S QUICK START OPTION PROVIDES FREE ONLINE ACCESS TO ESSENTIAL INFORMATION ABOUT 100,000 FOUNDATIONS AND $52 BILLION IN ANNUAL FUNDING. FOUNDATION MAPS FOUNDATION MAPS IS CANDID'S PREMIER DATA VISUALIZATION TOOL TO SHOW 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 23.6 MILLION GRANTS TOTALING $4.4 TRILLION MADE BY 243,223 FUNDERS TO 2.4 MILLION RECIPIENTS. IN 2021, WE ENHANCED THE FOUNDATION MAPS HOMEPAGE TO PRESENT GIVING INSIGHTS BASED ON AN INTERNATIONAL USER'S GEOGRAPHICAL LOCATION. THIS VIEW UPDATES AUTOMATICALLY UPON LOGIN AND MAKES IT EASY TO QUICKLY SEE RELEVANT INTERNATIONAL GIVING INSIGHTS SUCH AS REGIONAL FUNDING OVERVIEW, TOP SUBJECT AREAS, AND A LIST OF THE TOP FUNDERS AND RECIPIENTS. FORM 990, PART III, LINE 4B: MAJOR LIBRARY/LEARNING CENTER AND OTHER PUBLIC SERVICES ACCOMPLISHMENTS IN 2021 INCLUDE THE FOLLOWING: THE CENTER HAS AN ONLINE LIBRARIAN WHO RESPONDS TO REFERENCE QUESTIONS FROM PEOPLE WHO PREFER TO USE ITS RESOURCES ONLINE. THE CENTER PROVIDES FREE IN-PERSON PROGRAMS WHICH GIVE PARTICIPANTS A COMPREHENSIVE UNDERSTANDING OF THE GRANT-SEEKING PROCESS. THE CENTER ALSO COORDINATES A NETWORK OF FUNDING INFORMATION CENTERS NATIONWIDE AND AROUND THE WORLD. IN 2021, FIN PARTNERS OFFERED FREE LOCAL ACCESS TO CORE CENTER RESOURCES, INCLUDING THE FOUNDATION DIRECTORY ONLINE PROFESSIONAL AND TRAINING. OTHER MAJOR LIBRARY/LEARNING CENTER ACCOMPLISHMENTS IN 2021 INCLUDE THE FOLLOWING: CANDID LEARNING CANDID LEARNING IS OUR SINGLE DESTINATION FOR TRAININGS, RESOURCES, AND LEARNING EXPERIENCES. OUR EXPERIENCED STAFF, NETWORK OF TRAINERS, TIME-TESTED CONTENT, AND USE OF DATA TO GROUND EDUCATION IN FACTS MAKE THESE OFFERINGS POSSIBLE. IN 2021, 1.5 MILLION PEOPLE ENGAGED WITH CANDID LEARNING. THIS INCLUDED FOLKS WHO VISITED THE WEBSITE TO ACCESS OUR KNOWLEDGE BASE; REFERRED TO OUR COLLECTION OF SAMPLE DOCUMENTS AND NONPROFIT START-UP TOOLS; READ OUR BLOG POSTS; AND MORE. OUR LEARNING EXPERIENCES ARE DESIGNED TO MEET USERS WHERE THEY ARE, AND THESE DAYS THAT MEANS REMOTELY. WITH THAT TOP OF MIND, WE ENSURED OUR LEARNING TOOLS WERE AVAILABLE IN MULTIPLE FORMATS, INCLUDING SHORT, EDUCATIONAL VIDEOS; WE PUBLISHED 36 OF THESE NEW LEARNING VIDEOS IN 2021. MORE THAN 40,000 PEOPLE REGISTERED FOR OUR ONLINE TRAININGS AND SELF-PACED E-LEARNING COURSES. FOR THE FIRST TIME, CANDID ALSO EXPANDED OUR STANDARD CURRICULUM TO INCLUDE COURSES SPECIFICALLY FOR FUNDERS, LEVERAGING CONTENT FROM OUR FUNDER-FOCUSED PLATFORMS. LIBRARIES ARE CRITICAL SOURCES FOR LEARNING AND FOR SOCIAL INFRASTRUCTURE, ESPECIALLY IN TIMES OF CRISIS. WITH ACCESS TO PUBLIC SPACES SEVERELY LIMITED DUE TO THE PANDEMIC, WE WERE GRATEFUL TO HAVE OUR EBOOKS LIBRARY ACCESSIBLE TO ANYONE, ANYWHERE, ANYTIME. THIS VIRTUAL 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. IN 2021, TITLES FROM OUR COLLECTION WERE BORROWED 918 TIMES. IN ADDITION TO ONLINE LEARNING TOOLS AND IN-PERSON TRAININGS, CANDID'S ONLINE LIBRARIAN SERVICE MADE IT EASY FOR PEOPLE TO ENGAGE WITH OUR TEAM OF EXPERTS TO GET ANSWERS TO QUESTIONS ABOUT FOUNDATIONS, PHILANTHROPY, FUNDRAISING, AND NONPROFITS. IN 2021, OUR ONLINE LIBRARIAN SERVICE RESPONDED TO 12,803 LIVE CHAT AND EMAIL INQUIRIES AND OUR SUPPORT TEAM RESPONDED TO MORE THAN 58,000 NONPROFIT INQUIRIES. FUNDING INFORMATION NETWORK CANDID'S FUNDING INFORMATION NETWORK INCLUDES NEARLY 400 COMMUNITY-BASED ORGANIZATIONS THAT STRENGTHEN THEIR LOCALITIES BY OFFERING A SUITE OF OUR TRAININGS AND TOOLS FREE OF CHARGE TO THE PUBLIC. DUE TO THE ONGOING PANDEMIC, AND IN RECOGNITION THAT PUBLIC-SERVING INSTITUTIONS ARE NAVIGATING COMPLEX QUESTIONS AROUND REOPENING, WE CONTINUED PROVIDING THESE PARTNERS WITH TEMPORARY, REMOTE ACCESS TO FOUNDATION DIRECTORY FOR FREE, ENABLING THEIR COMMUNITIES TO CONDUCT FUNDRAISING RESEARCH SAFELY. ADDITIONALLY, CANDID STAFF COLLABORATED WITH OUR PARTNERS TO DELIVER FREE TRAINING ON FUNDRAISING TO NEARLY 4,500 NONPROFIT PROFESSIONALS AROUND THE COUNTRY. PHILANTHROPY NEWS DIGEST (PND) PND, A DAILY NEWS SERVICE OF CANDID, 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 1.5 MILLION PEOPLE RELIED ON PND AS A SOURCE OF INFORMATION ABOUT THE SOCIAL SECTOR IN 2021. PHILANTOPIC, THE PND BLOG, PROVIDES OPINIONS AND COMMENTARY ON THE CHANGING WORLD OF PHILANTHROPY AND PUBLISHED 124 POSTS IN 2021. FORM 990, PART III, LINE 4C: MAJOR RESEARCH AND OTHER PROGRAMS ACCOMPLISHMENTS IN 2021 INCLUDE THE FOLLOWING: KNOWLEDGE SERVICES ARE DATA-DRIVEN TOOLS AND CONTENT-RICH PLATFORMS DEVELOPED BY CANDID FOR FUNDERS AND THEIR NETWORKS, CONSULTANTS, ADVISORS, AND GRANTEES. THEY 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 WORK WITH PARTNERS ON CUSTOM PROJECTS TO TURN OUR DATA, ANALYSIS, AND TECHNOLOGY INTO SOLUTIONS FOR THE SECTOR. GUIDESTAR PROFILES AND DEMOGRAPHIC DATA CANDID'S GUIDESTAR PLATFORM CURRENTLY INCLUDES DATA ON 1.8 MILLION REGISTERED NONPROFITS, MAKING IT EASIER TO UNDERSTAND WHO THEY ARE AND WHAT THEY DO. WE CONTINUE TO IMPROVE OUR DATA COLLECTION AND DISPLAY EFFORTS TO HELP NONPROFITS SHARE THEIR WORK AND TELL THEIR OWN STORY. IN 2021, WE STREAMLINED REQUIREMENTS TO MAKE IT EASIER FOR NONPROFITS OF ALL SIZES TO PARTICIPATE. WE INTRODUCED A SYSTEM THAT AUTO-POPULATES BASIC DATA BASED ON AN ORGANIZATION'S 990 FORM, MAKING IT QUICKER AND LESS TEDIOUS FOR ORGANIZATIONS TO CLAIM THEIR NONPROFIT PROFILES. AS A RESULT, WE SAW MORE ORGANIZATIONS GO BEYOND EARNING CANDID'S BRONZE SEAL OF TRANSPARENCY TO EARN A SILVER SEAL, WHERE THEY SHARE MORE INFORMATION ON THEIR PROGRAMS AND BRAND. WE ALSO HAVE MORE GOLD SEAL HOLDERS THAN EVER, WHICH MEANS THERE IS MORE INFORMATION ON THEIR PROFILES ABOUT FINANCIALS, PEOPLE, AND DEMOGRAPHICS OF THEIR LEADER TO TELL A DEEPER STORY OF THEIR WORK. WE'VE ALSO SEEN AN INCREASING NUMBER OF NONPROFITS SHARING DATA WITH US THROUGH THE DEMOGRAPHIC SURVEY SECTION OF THEIR NONPROFIT PROFILES. SINCE WE RE-LAUNCHED THIS SECTION IN AUGUST 2019, OVER 28,000 ORGANIZATIONS HAVE SHARED THEIR DEMOGRAPHIC DATA WITH US. WITH THE ADDITION OF DEMOGRAPHIC DATA ON AN ORGANIZATION'S LEADER IN LATE 2020, WE HAVE HAD NEARLY 24,000 ORGANIZATIONS SHARE DEMOGRAPHIC INFORMATION ABOUT THEIR ORGANIZATION'S LEADER SPECIFICALLY. OUR NONPROFIT PROFILES INCLUDE A SECTION TITLED "HOW WE LISTEN" WHICH HELPS NONPROFITS BUILD AWARENESS ABOUT THE WAYS THEY CAN COLLECT FEEDBACK FROM THOSE THEY SERVE. THIS INFORMATION IS ALSO SHARED WITH DONORS ON CHARITY NAVIGATOR. CF (COMMUNITY FOUNDATION) INSIGHTS IN JANUARY 2021, WE LAUNCHED A COMPLETELY REDESIGNED CF INSIGHTS WEBSITE. ALONG WITH UPDATED BRANDING AND A STREAMLINED USER EXPERIENCE, THE SITE NOW INCLUDES AN ONLINE MEMBER COMMUNITY. THIS NEW BENEFIT GIVES CF INSIGHTS MEMBERS THE ABILITY TO COMMUNICATE DIRECTLY WITH EACH OTHER THROUGH AN ONLINE MESSAGE BOARD PLATFORM TO SHARE IDEAS, ASK QUESTIONS, ACCESS MEMBER-EXCLUSIVE RESOURCES, AND MUCH MORE. THIS MEMBER COMMUNITY LETS THE FIELD PARTICIPATE IN PEER LEARNING THAT COMPLEMENTS ACCESS TO OUR DATA. IN AUGUST, WE LAUNCHED OUR REDESIGNED CF INSIGHTS DATA AND BENCHMARKING PLATFORM. THANKS TO SUPPORT FROM THE CHARLES STEWART MOTT FOUNDATION AND THE NEW YORK COMMUNITY TRUST, THIS PLATFORM GIVES COMMUNITY FOUNDATIONS EASY ACCESS TO THE BENCHMARKING DATA THEY NEED TO MAKE INFORMED STRATEGIC DECISIONS, IMPROVE THEIR OPERATIONS, AND CREATE GREATER IMPACT. IN ADDITION TO INTEGRATING WITH CANDID'S SINGLE SIGN-ON SOLUTION, THE PLATFORM WAS BUILT FROM THE GROUND UP ON MODERN TECHNOLOGY. THIS WORK PUTS US IN A BETTER POSITION TO CONTINUE ENHANCING THE PLATFORM, BETTER SERVING OUR MEMBERS' NEEDS AND THE BROADER FIELD. ISSUELAB IN 2021, ISSUELAB ADDED MORE THAN 1,200 REPORTS TO THE PLATFORM. JUST OVER HALF OF THAT CONTENT WAS PUBLISHED IN 2021 WITH MOST OF IT FOCUSED ON BREAKING OR PERSISTENT TOPICAL ISSUES. IN ADDITION TO THE DAILY WORK OF CONTENT COLLECTION, WE UNDERTOOK SEVERAL TECHNICAL PROJECTS TO MODERNIZE THE PLATFORM, MAKING IT EASIER TO INTEGRATE ISSUELAB CONTENT WITH OTHER INTERNAL SYSTEMS. ISSUE-BASED PORTALS 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. WE LAUNCHED TWO NEW PORTALS: - PHILANTHROPY IN INDIA: INDIA IS HOME TO ONE OF THE FASTEST-GROWING SOCIAL SECTORS IN THE WORLD. YET DETAILS ABOUT ITS OVERALL SIZE, CONTRIBUTION, AND IMPACT REMAIN MOSTLY UNKNOWN. CANDID, IN PARTNERSHIP WITH THE CENTRE FOR SOCIAL IMPACT AND PHILANTHROPY (CSIP), LAUNCHED PHILANTHROPY IN INDIA, AN INNOVATIVE WEBSITE THAT PROVIDES THE MOST COMPREHENSIVE INFORMATION AVAILABLE ON INDIAN PHILANTHROPY. THE WEBSITE INCLUDES A DASHBOARD THAT GIVES A HIGH-LEVEL SNAPSHOT OF WHERE FUNDING IS GOING, A FUNDING MAP THAT SHOWS IN-DEPTH DATA, REPORTS, INSIGHTS, AND OTHER RESOURCES THAT HIGHLIGHT PHILANTHROPIC WORK IN INDIA. - 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 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. RESEARCH REPORTS WE PRODUCED SEVERAL NEW REPORTS AND PUBLISHED ANNUAL UPDATED EDITIONS TO EXISTING REPORTS IN 2021: - NONPROFIT COMPENSATION REPORT: WE RELEASED THE 21ST EDITION OF OUR ANNUAL NONPROFIT COMPENSATION REPORT THAT REVIEWS KEY EMPLOYEE COMPENSATION BASED ON 160,726 DATA POINTS FROM 101,489 FORMS 990 AND 990-EZ FILED BY 501(C) ORGANIZATIONS WITH THE IRS FOR FISCAL YEAR 2019. 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. - PHILANTHROPY AND COVID-19: MEASURING ONE YEAR OF GIVING: CANDID AND THE CENTER FOR DISASTER PHILANTHROPY (CDP) RELEASED PHILANTHROPY AND COVID-19: MEASURING ONE YEAR OF GIVING, A REPORT THAT EXAMINES COVID-19-RELATED PHILANTHROPIC FUNDING IN 2020. IT IS THE SECOND OF TWO REPORTS ASSESSING COVID-19 PHILANTHROPIC DATA. THE FIRST REPORT, RELEASED IN AUGUST 2020, FOCUSED ON THE FIRST HALF OF 2020. THIS LATEST REPORT PROVIDES UPDATES AND LOOKS AT THE GLOBAL PHILANTHROPIC RESPONSE TO COVID-19 FOR ALL OF 2020. - ADVANCING HUMAN RIGHTS: ANNUAL REVIEW OF GLOBAL FOUNDATION GRANTMAKING2018 KEY FINDINGS: CANDID AND HUMAN RIGHTS FUNDERS NETWORK (HRFN) RELEASED ADVANCING HUMAN RIGHTS: ANNUAL REVIEW OF GLOBAL FOUNDATION GRANTMAKING2018 KEY FINDINGS. THE REPORT SHEDS LIGHT ON WHICH ISSUES GET FUNDED AND WHICH DON'T, WHERE HUMAN RIGHTS ISSUES OVERLAP AND INTERSECT, AND HOW FUNDING CHANGES FROM YEAR TO YEAR. CONDUCTED IN PARTNERSHIP WITH ARIADNEEUROPEAN FUNDERS FOR SOCIAL CHANGE AND HUMAN RIGHTS, AND PROSPERAINTERNATIONAL NETWORK OF WOMEN'S FUNDS, THIS RESEARCH IS THE MOST COMPREHENSIVE ANALYSIS OF WHERE PHILANTHROPIC FUNDING GOES FOR HUMAN RIGHTS GLOBALLY. THE RESEARCH IDENTIFIED 826 FUNDERS BASED IN 44 COUNTRIES THAT MADE 27,586 HUMAN RIGHTS GRANTS IN 2018 TOTALING $3.7 BILLION. - MEASURING THE STATE OF DISASTER PHILANTHROPY 2021: DATA TO DRIVE DECISIONS: CANDID AND THE CENTER FOR DISASTER PHILANTHROPY (CDP) RELEASED THE EIGHTH EDITION OF THEIR ANNUAL RESEARCH REPORT, MEASURING THE STATE OF DISASTER PHILANTHROPY 2021: DATA TO DRIVE DECISIONS. IN IT, WE EXAMINED AVAILABLE 2019 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 $30 BILLION IN PRIVATE, PUBLIC, CORPORATE, AND INDIVIDUAL DISASTER-RELATED GIVING TO ADDRESS MAJOR DISASTERS AND HUMANITARIAN CRISES THAT AFFECTED MILLIONS GLOBALLY IN 2019. - KEY FACTS ON U.S. NONPROFITS AND FOUNDATIONS, 2021: WE LAUNCHED THE LATEST EDITION OF KEY FACTS ON U.S. NONPROFITS AND FOUNDATIONS, WHICH OFFERS AT-A-GLANCE INFORMATION ABOUT THE NONPROFIT SECTOR. WE ANSWER QUESTIONS ABOUT WHERE NONPROFIT REVENUE COMES FROM, WHETHER FOUNDATION GIVING IS GROWING, AND MORE. 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 CEO 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 NOVEMBER 2021. 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 232,732. LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT -98,042. FORM 990, PART XII, LINE 2C: CANDID DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.