2022-07-21T15:29:42-05:00 2021-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2021-01-01 043523528 THE CENTER FOR EFFECTIVE PHILANTHROPY INC CENT 6174920800 675 MASSACHUSETTS AVENUE 7 CAMBRIDGE MA 02139 PHILLIP BUCHANAN PRESIDENT 6174920800 2022-07-10 1 PHILLIP BUCHANAN XXX-XX-XXXX COURTNEY MCFARLAND CPA P01645518 5083669100 2022-07-06 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z PHILLIP BUCHANAN 675 MASSACHUSETTS AVENUE 7 CAMBRIDGE MA 02139 21388994 0 X WWW.CEP.ORG X 2000 MA CEP PROVIDES DATA, FEEDBACK, PROGRAMS, AND INSIGHTS TO HELP INDIVIDUAL AND INSTITUTIONAL DONORS IMPROVE THEIR EFFECTIVENESS. WE DO THIS WORK BECAUSE WE BELIEVE EFFECTIVE DONORS, WORKING COLLABORATIVELY AND THOUGHTFULLY, CAN PROFOUNDLY CONTRIBUTE TO CREATING A BETTER AND MORE JUST WORLD. 11 10 59 10 0 0 4385319 15445219 3890501 5587742 90376 37282 0 0 8366196 21070243 0 0 0 0 7148033 7764517 0 0 105315 2398440 2633688 9546473 10398205 -1180277 10672038 8461938 19860929 1266728 1913447 7195210 17947482 X CEP PROVIDES DATA, FEEDBACK, PROGRAMS, AND INSIGHTS TO HELP INDIVIDUAL AND INSTITUTIONAL DONORS IMPROVE THEIR EFFECTIVENESS. WE DO THIS WORK BECAUSE WE BELIEVE EFFECTIVE DONORS, WORKING COLLABORATIVELY AND THOUGHTFULLY, CAN PROFOUNDLY CONTRIBUTE TO CREATING A BETTER AND MORE JUST WORLD. 0 0 8334425 5587742 THE CENTER FOR EFFECTIVE PHILANTHROPY (CEP) PURSUES ITS MISSION THROUGH TOOLS AND ADVISORY SERVICES, PUBLICATIONS, AND PROGRAMMING. IN 2021, CEP CONDUCTED RESEARCH ON HOW NONPROFITS WERE EXPERIENCING CONSEQUENCES OF THE COVID-19 PANDEMIC AS WELL AS CHANGES FOUNDATIONS MADE AS A RESULT OF THE PANDEMIC AND INCREASING CALLS FOR RACIAL JUSTICE. IN ADDITION, OUR RESEARCH ALSO HIGHLIGHTED HOW ASIAN AMERICAN AND PACIFIC ISLANDERS AS WELL AS NATIVE AMERICAN COMMUNITIES AND LEADERS ARE OFTEN OVERLOOKED BY FOUNDATIONS. CEP PUBLISHED THESE REPORTS: PERSEVERING THROUGH CRISIS: THE STATE OF NONPROFITS; FOUNDATIONS RESPOND TO CRISIS: LASTING CHANGE?; OVERLOOKED (PART 1): FOUNDATION SUPPORT FOR ASIAN AMERICAN AND PACIFIC ISLANDER LEADERS AND COMMUNITIES; AND OVERLOOKED (PART TWO): FOUNDATION SUPPORT FOR NATIVE AMERICAN LEADERS AND COMMUNITIES.CEP DELIVERED 99 ASSESSMENT TOOLS AND ADVISORY SERVICES ENGAGEMENTS TO FOUNDATIONS AND GRANTMAKERS IN 2021, INCLUDING THE GRANTEE PERCEPTION REPORT (GPR), THE APPLICANT PERCEPTION REPORT (APR), THE STAFF PERCEPTION REPORT (SPR), THE DONOR PERCEPTION REPORT (DPR), AND CUSTOM ADVISORY PROJECTS. THESE ASSESSMENTS HELP FUNDERS HEAR FROM CRUCIAL CONSTITUENCIES AND IMPROVE THEIR EFFECTIVENESS.CEP CONTINUED OUR WORK ON THE YOUTHTRUTH PROJECT, GATHERING COMPARATIVE FEEDBACK FROM HUNDREDS OF THOUSANDS OF STUDENTS AS WELL AS FAMILIES AND STAFF ABOUT THEIR SCHOOL EXPERIENCES; CREATING ONLINE INTERACTIVE REPORTS FOR SCHOOL AND DISTRICT ADMINISTRATORS; AND PROVIDING FOLLOW-UP ADVISORY SUPPORT. IN 2021, YOUTHTRUTH FIELDED 2,400 SURVEYS ACROSS 1,100 SCHOOLS AND SHARED FINDINGS FROM ITS AGGREGATE DATASET ON A RANGE OF KEY TOPICS, SUCH AS STUDENT LEARNING AND WELL-BEING DURING COVID-19. CEP HOSTED A SERIES OF WELL-ATTENDED VIRTUAL LEARNING WEBINARS FOR ITS 20TH ANNIVERSARY AND ALSO LAUNCHED A SUCCESSFUL SECOND SEASON OF THE GIVING DONE RIGHT PODCAST. STAFF ALSO PARTICIPATED IN A NUMBER OF EXTERNAL SPEAKING ENGAGEMENTS AND ACTIVELY COMMUNICATED WITH CEP'S AUDIENCE VIA ITS BLOG, E-NEWSLETTER, MEDIA COMMENTARY, AND SOCIAL MEDIA POSTS. 8334425 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 30 0 1 59 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT DC FL GA HI IL KS KY ME MA MD MI MN MO MS NC NH NJ NM NY NV ND OH OK OR PA RI SC TN UT VA WA WI WV X X RIHAB BABIKER 6174920800 675 MASSACHUSETTS AVENUE 7 CAMBRIDGE MA 02139 PHILLIP BUCHANAN PRESIDENT 50.00 X X 533138 0 61934 GRANT OLIPHANT BOARD CHAIR 2.00 X 0 0 0 CHRISTY PICHEL DIRECTOR 1.00 X 0 0 0 FAY TWERSKY DIRECTOR 1.00 X 0 0 0 HILARY PENNINGTON DIRECTOR 1.00 X 0 0 0 KELVIN TAKETA DIRECTOR 1.00 X 0 0 0 PAUL BEAUDET DIRECTOR 1.00 X 0 0 0 RICHARD OBER DIRECTOR 1.00 X 0 0 0 TIFFANY COOPER GUEYE DIRECTOR 1.00 X 0 0 0 VINCE STEHLE DIRECTOR 1.00 X 0 0 0 STEPHANIE HULL DIRECTOR 1.00 X 0 0 0 TONY RICHARDSON DIRECTOR 1.00 X 0 0 0 RIHAB BABIKER VP, FINANCE & OPERATIONS 50.00 X 196011 0 49618 KEVIN BOLDUC VP, ASSESSMENT & ADVISORY SERVICES 50.00 X 265884 0 15801 ELLIE BUTEAU VP, RESEARCH 50.00 X 240164 0 32411 ALYSE D'AMICO VP, PEOPLE & CULTURE 40.00 X 147429 0 21018 MOLLY HEIDEMANN CLERK/EXECUTIVE ASSISTANT 50.00 X 91204 0 15081 GRACE NICOLETTE VP, PROGRAMMING & EXTERNAL RELATIONS 40.00 X 151404 0 42206 JENNIFER WILKA EXECUTIVE DIRECTOR, YOUTHTRUTH 50.00 X 208809 0 47410 SONYA R KENDALL DEPUTY DIRECTOR 50.00 X 181057 0 47697 AUSTIN LONG SENIOR DIRECTOR 50.00 X 183174 0 43900 MARINELLA BOYADZHIEV DIRECTOR, ASSESSMENT & ADVISORY SERVICES 45.00 X 176209 0 33831 NAOMI ORENSTEN DIRECTOR, RESEARCH 50.00 X 175496 0 41086 BRIAN POSTOW SOFTWARE ARCHITECT, SERVICES AND YOUTHTRUTH 50.00 X 167693 0 22542 2717672 0 474535 26 0 1 0 BOSTON IT SERVICES INC PO BOX 2529 WESTWOOD MA 02090 IT SERVICES 192000 CB CONSULTING BV CERAMPLEIN 50 1095 BX AMSTERDAM NL CONSULTING 108808 2 610053 14835166 15445219 ASSESSMENT AND ADVISORY SERVICES 541900 3422926 3422926 YOUTHTRUTH 541900 2116849 2116849 SPEAKING ENGAGEMENT FEES 541610 47967 47967 5587742 18552 18552 337481 318751 18730 18730 18730 21070243 5587742 0 37282 2119522 1766349 296304 56869 4591146 4053114 515230 22802 192964 171375 20803 786 397995 361578 35096 1321 462890 402715 54991 5184 28941 28941 52097 52097 876854 153591 723263 54270 47215 6447 608 66500 57855 7900 745 334143 290705 39696 3742 810623 705241 96303 9079 1977 1720 235 22 148897 129540 17689 1668 37057 37057 DUES AND SUBSCRIPTIONS 108342 94258 12871 1213 PROFESSIONAL DEVELOPMEN 64399 56027 7651 721 EQUIPMENT RENTAL AND MA 36689 31919 4359 411 MEALS 12899 11223 1532 144 10398205 8334425 1958465 105315 613955 701262 3564502 12577366 471810 2064857 448521 430705 227340 224584 1234098 903215 270213 330883 2830327 3490224 35270 41048 8461938 19860929 564702 783444 702026 1130003 1266728 1913447 X 5253275 15851837 1941935 2095645 7195210 17947482 8461938 19860929 10672038 80234 0 X X 0 1 X 1 0 X 5399015 4895518 6025615 4385319 4835166 25540633 4006052 4008302 5231490 3890501 5587742 22724087 9405067 8903820 11257105 8275820 10422908 48264720 0 354735 145930 10801 47284 617769 1176519 354735 145930 10801 47284 617769 1176519 47088201 45948 49617 97820 43792 18522 255699 45948 49617 97820 43792 18522 255699 9451015 8953437 11354925 8319612 10441430 48520419 0.97050 0.70070 0.00530 0.00740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 313322 300511 12811 560456 312544 247912 360320 290160 70160 330883 X 21150477 80234 80234 21070243 0 21070243 10398205 0 10398205 0 10398205 PART X, LINE 2: CEP ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. CEP HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2021. CEP'S INFORMATION AND TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. X X X X 0 0 0 0 0 0 0 1 0 PHILLIP BUCHANAN PRESIDENT 474623 0 56997 0 1518 0 26000 0 35934 0 595072 0 0 0 KEVIN BOLDUC VP, ASSESSMENT & ADVISORY SERVICES 236987 0 28278 0 619 0 12450 0 3351 0 281685 0 0 0 ELLIE BUTEAU VP, RESEARCH 213498 0 25826 0 840 0 10699 0 21712 0 272575 0 0 0 JENNIFER WILKA EXECUTIVE DIRECTOR, YOUTHTRUTH 184092 0 24234 0 483 0 10081 0 37329 0 256219 0 0 0 RIHAB BABIKER VP, FINANCE & OPERATIONS 173154 0 22375 0 482 0 10442 0 39176 0 245629 0 0 0 SONYA R KENDALL DEPUTY DIRECTOR 159897 0 20765 0 395 0 9370 0 38327 0 228754 0 0 0 AUSTIN LONG SENIOR DIRECTOR 161824 0 20937 0 413 0 8928 0 34972 0 227074 0 0 0 NAOMI ORENSTEN DIRECTOR, RESEARCH 155574 0 19554 0 368 0 8065 0 33021 0 216582 0 0 0 MARINELLA BOYADZHIEV DIRECTOR, ASSESSMENT & ADVISORY SERV 156799 0 19042 0 368 0 6049 0 27782 0 210040 0 0 0 GRACE NICOLETTE VP, PROGRAMMING & EXTERNAL RELATIONS 132965 0 18065 0 374 0 4968 0 37238 0 193610 0 0 0 BRIAN POSTOW SOFTWARE ARCHITECT, SERVICES AND YOU 148854 0 18271 0 568 0 8198 0 14344 0 190235 0 0 0 ALYSE D'AMICO VP, PEOPLE & CULTURE 130692 0 16418 0 319 0 4941 0 16077 0 168447 0 0 0 PART I, LINE 7 ALL OFFICERS AND HIGHEST COMPENSATED EMPLOYEES RECEIVED INCENTIVE COMPENSATION BASED ON THE PERFORMANCE OF THE ORGANIZATION. SEE SCHEDULE J PART II. FORM 990, PART VI, SECTION B, LINE 11B CEP STAFF DISTRIBUTE THE 990 DRAFT TO ALL BOARD MEMBERS. IN PARTICULAR, THE CHAIR OF THE BOARD, THE AUDIT & FINANCE COMMITTEE CHAIR, AND THE COMPENSATION AND ORGANIZATIONAL PERFORMANCE COMMITTEE CHAIR ARE ASKED TO REVIEW AND APPROVE PRIOR TO FILING. ANY CONCERNS ARE BROUGHT TO THE ATTENTION OF CEP'S VICE PRESIDENT OF FINANCE & OPERATIONS FOR DISCUSSION AND RESOLUTION. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, EACH BOARD MEMBER AND THE KEY EMPLOYEE COMPLETES SIGNS AND DELIVERS TO THE PRESIDENT AN ANNUAL AFFILIATION DISCLOSURE STATEMENT NAMING ANY AFFILIATION WITH CEP'S COMPETING/COLLABORATING ORGANIZATIONS, VENDORS, AND CONSULTANTS. ALL RESPONSES ARE REVIEWED BY THE BOARD OF DIRECTOR'S CLERK, ANY RESPONSES RAISING CONCERN ARE BROUGHT TO THE ATTENTION OF THE PRESIDENT, AND, IN THE CASE OF BOARD MEMBERS OR THE PRESIDENT, TO THE CHAIR OF THE BOARD AND GOVERNANCE COMMITTEE TO BE ADDRESSED AND RESOLVED IN COMPLIANCE WITH CEP'S POLICY ON CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 CEP ENGAGES THE SERVICES OF INDEPENDENT COMPENSATION CONSULTANTS TO REVIEW ITS COMPENSATION APPROACH AND STRUCTURE FOR ALL POSITIONS (EXCLUDING THE PRESIDENT) ON A THREE-YEAR INTERVAL AND FOR NEW POSITIONS AS NECESSARY. CEP ENGAGES THE SERVICES OF INDEPENDENT COMPENSATION CONSULTANTS TO REVIEW ITS COMPENSATION APPROACH AND STRUCTURE FOR THE PRESIDENT EVERY SEVERAL YEARS AS DETERMINED BY THE COMPENSATION COMMITTEE OF THE BOARD. THE CONSULTANTS COMPILE AND ANALYZE SALARY DATA FOR POSITIONS COMPARABLE (BASED ON SCOPE OF RESPONSIBILITIES, MANAGEMENT AUTHORITY AND ORGANIZATION REVENUES) TO THE POSITIONS OF CEP EMPLOYEES, UTILIZING PUBLISHED SURVEY RESOURCES AND MARKET ANALYSES, DATA FROM THEIR OWN CLIENT DATABASE, AND, AS AVAILABLE, DATA REPORTED IN IRS FORMS 990 FOR ORGANIZATIONS PROVIDING SIMILAR SERVICES. AS PART OF THE PROCESS, THE CONSULTANTS OFTEN INTERVIEW EMPLOYEES TO GAIN A MORE COMPLETE UNDERSTANDING OF THEIR POSITIONS. FOR THE PRESIDENT: IN 2017 AN INDEPENDENT CONSULTANT PREPARED A BENCHMARKING REPORT SUMMARIZING METHODOLOGY, FINDINGS, AND RECOMMENDATIONS WITH REGARD TO THE PRESIDENT'S COMPENSATION. THE CONSULTANT REVIEWED THE REPORT WITH THE COMPENSATION AND ORGANIZATIONAL PERFORMANCE COMMITTEE OF THE BOARD. THE REPORT INFORMED THE COMPENSATION COMMITTEE'S REVIEW AND DISCUSSION OF THE PRESIDENT'S COMPENSATION. DOCUMENTATION OF THE COMPENSATION AND ORGANIZATIONAL PERFORMANCE COMMITTEE'S DISCUSSION AND DECISIONS REGARDING THE COMPENSATION OF THE PRESIDENT WERE CAPTURED, MAINTAINED, AND COMMUNICATED TO THE DIRECTOR OF FINANCE AND OPERATIONS, AND DIRECTOR OF HUMAN CAPITAL. FOR OFFICERS/KEY EMPLOYEES: IN 2019 AN INDEPENDENT CONSULTANT PREPARED A BENCHMARKING REPORT SUMMARIZING METHODOLOGY, FINDINGS, AND RECOMMENDATIONS WITH REGARD TO STAFF COMPENSATION. THE CONSULTANT REVIEWED THE REPORTS WITH CEP'S PRESIDENT, AND, AS APPROPRIATE, WITH THE VICE PRESIDENT, FINANCE AND OPERATIONS, AND DIRECTOR OF HUMAN CAPITAL. THE REPORTS INFORM COMPENSATION RECOMMENDATIONS FOR KEY EMPLOYEES MADE BY THE PRESIDENT TO THE COMPENSATION AND ORGANIZATIONAL PERFORMANCE COMMITTEE OF THE BOARD FOR REVIEW, DISCUSSION AND APPROVAL. DOCUMENTATION OF THE DISCUSSION AND THE DECISION REGARDING THE COMPENSATION OF THE KEY EMPLOYEE IS CAPTURED AND MAINTAINED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE ORGANIZATION'S FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE, AS WELL AS THE ORGANIZATION'S OWN WEBSITE. THE AUDITED FINANCIALS ARE ALSO AVAILABLE VIA THE ORGANIZATION'S OWN WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.