2019-11-14T20:23:04-06:00 2018-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2018-01-01 010669150 GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS GRAN 2028981823 1310 L STREET NW NO 650 WASHINGTON DC 20005 MARCUS WALTON PRESIDENT AND CEO 2028981842 2019-11-11 1 HOLLY CAPORALE P00235685 3019860600 2019-11-11 108.31.200.98 2019-11-11 13:58:06 ES P 9EB6C7ABDF90341FC865DF237D0CFEE310B22885 9EB6C7ABDF90341FC865DF237D0CFEE310B22885 2018 2020-03-31 21:24:44Z X MARCUS WALTON 1310 L STREET NW NO 650 WASHINGTON DC 20005 6355402 0 X WWW.GEOFUNDERS.ORG. X 2002 DC UNDERSTANDING THAT GRANTMAKERS ARE SUCCESSFUL ONLY TO THE EXTENT THAT THEIR GRANTEES ACHIEVE MEANINGFUL RESULTS, GEO PROMOTES STRATEGIES AND PRACTICES THAT CONTRIBUTE TO GRANTEE SUCCESS. 13 13 34 414 0 9690 4330588 5538676 528711 785320 19027 31346 223 60 4878549 6355402 12860 21030 0 0 2871645 2679720 0 0 277554 2418013 2343402 5302518 5044152 -423969 1311250 5268408 7253638 188624 872403 5079784 6381235 X UNDERSTANDING THAT GRANTMAKERS ARE SUCCESSFUL ONLY TO THE EXTENT THAT THEIR GRANTEES ACHIEVE MEANINGFUL RESULTS, GEO PROMOTES STRATEGIES AND PRACTICES THAT CONTRIBUTE TO GRANTEE SUCCESS. 0 0 1162396 9330 763880 CONFERENCES - GEO CONFERENCES EDUCATE AND INSPIRE ACTION. IN APRIL 2018, WE HOSTED OUR BIENNIAL NATIONAL CONFERENCE WHERE WE CONVENED 900+ PARTICIPANTS IN SAN FRANCISCO, TO HELP GRANTMAKERS NETWORK AND LEARN WITH PEERS ABOUT SMARTER GRANTMAKING APPROACHES AND TOOLS THAT LEAD TO NONPROFIT EFFECTIVENESS. 1024024 10900 MEMBER PROGRAMS - GEO IS A DIVERSE COMMUNITY OF MORE THAN 600 GRANTMAKING ORGANIZATIONS REPRESENTING MORE THAN 6,000 GRANTMAKERS WORKING TO RESHAPE THE WAY PHILANTHROPY OPERATES. GRANTMAKERS ADDRESSED SHARED CHALLENGES IN GRANTMAKING THROUGH GEO'S PEER LEARNING PROGRAMS, INCLUDING PEER COHORTS, CONVENINGS, WORKSHOPS, WEBINARS, MEMBER CALLS, REMOTE LEARNING SERIES AND MEMBER LISTSERV. THROUGH THESE PROGRAMS, MEMBERS COME TOGETHER TO ADDRESS BARRIERS TO ADOPTINIG GRANTMAKING PRACTICES THAT SUPPORT NONPROFIT SUCCESS AND BETTER COMMUNITY OUTCOMES. THESE OPPORTUNITIES ALLOW MEMBERS TO TALK ABOUT THE CHALLENGES THEY ARE FACING, WORK THROUGH COMPLEX CHANGES WITHIN THEIR ORGANIZATIONS AND ADVOCATE FOR BETTER PRACTICES ACROSS THE FIELD. 510075 800 21500 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. 271958 COMMUNICATIONS & PUBLICATIONS - GEO RAISES AWARENESS THAT WILL CATALYZE CHANGE IN THE FIELD OF PHILANTHROPY. WE ENGAGE IN ONGOING FIELD-WIDE COMMUNICATION EFFORTS TO ACCOMPLISH THIS. IN 2018, GEO DREW ATTENTION TO GRANTMAKING PRACTICES THAT SUPPORT NONPROFIT RESULTS THROUGH MEDIA OUTREACH, PRESENTING AT CONFERENCES, PRODUCING PUBLICATIONS, AND USING ONLINE TOOLS SUCH AS THE GEO WEBSITE, SOCIAL MEDIA OUTLETS, MEMBER LIST-SERVES, AND E-NEWSLETTERS. 271958 2968453 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 35 0 1 34 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 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 LATIDA SMITH CHAIR 1.00 X X 0 0 0 KATHY REICH VICE CHAIR 1.00 X X 0 0 0 PETER LONG TREASURER 1.00 X X 0 0 0 CARRIE AVERY GOVERNANCE COMMITTEE CHAIR 1.00 X X 0 0 0 DON CROCKER DIRECTOR 1.00 X 0 0 0 LISA EISEN DIRECTOR 1.00 X 0 0 0 ANNIE HERNANDEZ DIRECTOR 1.00 X 0 0 0 DANIEL LEE DIRECTOR 1.00 X 0 0 0 PHILIP LI 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 STARSKY WILSON DIRECTOR 1.00 X 0 0 0 HANH CAO YU DIRECTOR 1.00 X 0 0 0 KATHLEEN P ENRIGHT PRESIDENT AND CEO 40.00 X 300511 0 34702 JASON MCCRAY CHIEF OPERATING OFFICER 40.00 X 169764 0 25549 MEGHAN DUFFY VP OF PROGRAMS 40.00 X 142638 0 23639 SUPROTIK STOTZ-GHOSH VP OF RACIAL EQUALITY 40.00 X 152175 0 28798 ANDREW FREEZE DIRECTOR OF DEVELOPMENT 40.00 X 100222 0 21392 865310 0 134080 5 0 1 0 RAFFA PC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING/HR SERVICES 120534 1 2156538 3382138 5538676 CONFERENCES 900099 763820 763820 SEMINARS 900099 21500 21500 785320 31346 31346 OTHER INCOME 900099 60 60 60 6355402 785380 0 31346 21030 21030 335212 195982 119305 19925 1821349 882436 817695 121218 116964 52529 57140 7295 253557 117544 120278 15735 152638 76753 65987 9898 42897 42897 89552 89552 420835 317759 94999 8077 9432 300 9132 127420 79474 38714 9232 256806 146716 85287 24803 181156 97024 51399 32733 610557 591177 17485 1895 155288 88717 51573 14998 9406 3882 5524 TEMPORARY HELP 74543 31162 43381 DESIGN/ART/PHOTOGRAPHY 69997 69976 21 LICENSES/PERMITS/FEES 56519 47708 8811 SERVICE CHARGES 56174 54459 1715 182820 93825 86382 2613 5044152 2968453 1798145 277554 2991704 2278619 450 501753 527546 2057647 2620 1544 79221 27519 1161767 253872 223529 907895 1405602 1425375 37736 53286 5268408 7253638 112325 115583 76299 756820 188624 872403 X 3392843 3491126 1686941 2890109 5079784 6381235 5268408 7253638 1311250 -9799 0 X X 0 1 X 1 0 X 2501041 4686930 4265456 4330588 5538676 21322691 574791 454877 821957 528711 785320 3165656 3075832 5141807 5087413 4859299 6323996 24488347 649725 1682600 1317490 854811 2069670 6574296 0 649725 1682600 1317490 854811 2069670 6574296 17914051 3786 14471 18389 18585 31346 86577 3786 14471 18389 18585 31346 86577 147 2500 59 223 60 2989 3079765 5158778 5105861 4878107 6355402 24577913 0.72890 0.74210 0.00350 0.00260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 620079 12921 607158 346320 95762 250558 195368 145189 50179 907895 DEFERRED RENT 734862 CAPITAL LEASE PAYABLE 21958 756820 X 6349203 -9799 3600 -6199 6355402 0 6355402 5047752 3600 3600 5044152 0 5044152 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. 0 NEIGHBORHOOD ASSOCIATES CORPORATION 1101 30TH STREET NW 4TH FLOOR WASHINGTON DC 20007 383654131 501(C)(3) 10000 TO SPONSOR A BOOK. 1 0 X X X X X 0 0 0 0 0 0 0 0 0 KATHLEEN P ENRIGHT PRESIDENT AND CEO 300511 0 0 0 0 0 21036 0 13666 0 335213 0 0 0 JASON MCCRAY CHIEF OPERATING OFFICER 169764 0 0 0 0 0 11883 0 13666 0 195313 0 0 0 MEGHAN DUFFY VP OF PROGRAMS 142638 0 0 0 0 0 9985 0 13654 0 166277 0 0 0 SUPROTIK STOTZ-GHOSH VP OF RACIAL EQUALITY 152175 0 0 0 0 0 10652 0 18146 0 180973 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 PREVIOUSLY MEMBERS OF THE BOARD OF DIRECTORS WERE LIMITED TO TWO CONSECUTIVE THREE-YEAR TERMS. AFTER CAREFUL CONSIDERATION, THE BOARD AMENDED THE BYLAWS TO ALLOW FOR ONE ADDITIONAL THREE-YEAR TERM FOR BOARD MEMBERS WHO HOLD OFFICER OR OTHER EXCEPTIONAL LEADERSHIP POSITIONS ON THE BOARD. 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; IT IS THEN SHARED WITH ALL THE BOARD MEMBERS. THE PREPARER MAKES ANY NECESSARY ADJUSTMENTS AFTER IT HAS BEEN REVIEWED, AND THE CEO SUBMITS THE FORM. 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. 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 AN INDEPENDENT CONTRACTOR DID A MARKET STUDY OF SALARY DATA FOR ALL EMPLOYEES, INCLUDING THE CEO. THE BOARD REVIEWED THE STUDY, AND APPROVED NEW SALARY RANGES FOR EACH LEVEL OF EMPLOYEE. 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.