2018-06-21T14:39:33-05:00 2017-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2017-01-01 010669150 GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS GRAN 2028981840 1725 DESALES STREET NW NO 404 WASHINGTON DC 20036 KATHLEEN P ENRIGHT PRESIDENT AND CEO 2028981842 2018-05-25 1 HOLLY CAPORALE P00235685 3019860600 2018-05-25 2017 2022-09-23 18:48:47Z KATHLEEN P ENRIGHT 1725 DESALES STREET NW NO 404 WASHINGTON DC 20036 4878549 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 30 567 0 0 4265456 4330588 821957 528711 18389 19027 59 223 5105861 4878549 7411 12860 0 0 2387963 2871645 0 0 286387 2196215 2418013 4591589 5302518 514272 -423969 5737789 5268408 223526 188624 5514263 5079784 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 569290 2500 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 2017, 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. 831943 12860 398434 CONFERENCES - GEO CONFERENCES EDUCATE AND INSPIRE ACTION. IN 2017, WE HOSTED TWO SMALLER, MORE INTIMATE CONFERENCES IN THE SPRING AND THE FALL. KNOWING THAT LEARNING FOR IMPROVEMENT IS AT THE CENTER OF EFFECTIVE GRANTMAKING, WE CONVENED 300+ PARTICIPANTS IN CHICAGO FOR OUR BIENNIAL LEARNING CONFERENCE SO THEY CAN GO BEYOND BASICS, THINK CRITICALLY ON HOW GRANTMAKERS CAN BETTER LEARN WITH THEIR PARTNERS AND GRANTEES AND TAKE HOME TOOLS THAT WILL HELP TURN LEARNING INTO ACTION. IN THE FALL, 200+ GRANTMAKERS TRAVELED TO PITTSBURGH TO LEARN HOW TO LEAD CHANGE. PARTICIPANTS LEARNED FROM EXPERTS AND PEERS ON HOW THEY CAN EQUIP THEMSELVES WITH THE TOOLS, SKILLS AND FRAMEWORKS TO IMPLEMENT CHANGE IN THEIR ORGANIZATION THAT WILL RESULT IN BETTER SUPPORT FOR GRANTEES. 1274858 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 - WEBINARS, MEMBER CALLS AND REMOTE LEARNING SERIES. OTHER MEMBER PROGRAMS INCLUDE ACTIVITIES UNDER THE LEADING CHANGE IN PHILANTHROPY INITIATIVE WHICH FOUND NEW WAYS FOR MEMBERS TO COME TOGETHER TO ADDRESS THE BARRIERS TO ADOPTING GRANTMAKING PRACTICES THAT SUPPORT GRANTEE SUCCESS. THESE OPPORTUNITIES ALLOW MEMBERS TO TALK ABOUT THE CHALLENGES THEY ARE FACING, AND WORK THROUGH COMPLEX CHANGES WITHIN THEIR ORGANIZATION AND ADVOCATE FOR THOSE PRACTICES ACROSS THE FIELD. 842154 128000 EVALUATION & LEARNING - LEARNING FOR IMPROVEMENT IS A KEY COMPONENT OF OUR CHANGE AGENDA AND WE STRIVE TO "WALK THE TALK" INTERNALLY. WE DO NOT JUST COLLECT DATA-WE PURPOSELY STOP TO MAKE MEANING OUT OF IT THROUGH ALL-STAFF DISCUSSIONS, BEFORE/AFTER ACTION REVIEWS, DEBRIEFS AND HUMAN-CENTERED DESIGN EXERCISES TO GET AT THE HEART OF MEMBER NEEDS. GEO REGULARLY ENGAGES IN INTERNAL LEARNING AND EVALUATION, SOLICITING FEEDBACK FROM PARTICIPANTS AFTER EACH PROGRAM TO LEARN WHAT IT TAKES TO INSTITUTE CHANGES IN THEIR ORGANIZATIONS. WE ALSO ASSESS GEO'S IMPACT THROUGH OUR MEMBER SURVEY AND FIELD STUDY WHICH PROVIDES SNAPSHOTS INTO THE WAYS GRANTMAKERS SUPPORT NONPROFIT SUCCESS AND HOW GEO MEMBERSHIP IMPACTED THEIR ABILITY TO DO SO. 842154 128000 3518245 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 1 30 1 0 0 0 0 0 1 1 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X X THE ORGANIZATION 2028981840 1725 DESALES STREET NW SUITE 404 WASHINGTON DC 20036 LATIDA SMITH CHAIR 1.00 X X 0 0 0 KATHY REICH VICE CHAIR 1.00 X X 0 0 0 SIDNEY R HARGRO TREASURER 1.00 X X 0 0 0 CARRIE AVERY DIRECTOR 1.00 X 0 0 0 LISA EISEN DIRECTOR 1.00 X 0 0 0 DON CROCKER DIRECTOR 1.00 X 0 0 0 ANNIE HERNANDEZ DIRECTOR 1.00 X 0 0 0 PETER LONG DIRECTOR 1.00 X 0 0 0 CARRIE PICKETT-ERWAY DIRECTOR 1.00 X 0 0 0 KELLY NOWLIN DIRECTOR 1.00 X 0 0 0 STARSKY WILSON DIRECTOR 1.00 X 0 0 0 SUSAN G ZEPEDA DIRECTOR 1.00 X 0 0 0 MAE HONG DIRECTOR 1.00 X 0 0 0 KATHLEEN P ENRIGHT PRESIDENT AND CEO 40.00 X 284222 0 50230 HEATHER A PEELER VICE PRESIDENT OF MEMBER A 40.00 X 162715 0 44525 JASON MCCRAY CHIEF OPERATING OFFICER 40.00 X 162755 0 41963 MEGHAN DUFFY ASSOCIATE VICE PRESIDENT O 40.00 X 112024 0 26150 LORI BARTCZAK VICE PRESIDENT OF PROGRAMS 32.00 X 124354 0 24949 SUPROTIK STOTZ-GHOSH SENIOR ADVISOR, RACIAL EQUITY 40.00 X 122078 0 16496 968148 0 204313 6 0 1 0 THREESPOT MEDIA 806 7TH STREET NW 201 WASHINGTON DC 20001 CREATIVE & TECH SPRT 142856 HARDER & COMPANY 299 KANSAS STREET SAN FRANCISCO CA 94103 DEVELOP FIELD SURVEY 104904 2 1935478 2395110 4330588 CONFERENCES 900099 398211 398211 SEMINARS 900099 128000 128000 CONSULTING 900099 2500 2500 528711 18585 18585 442 0 442 442 442 OTHER INCOME 900099 223 223 223 4878549 528934 0 19027 X 12860 12860 334452 173861 148535 12056 1994087 1158698 706765 128624 123000 70951 43987 8062 257176 148080 92378 16718 162930 94327 58537 10066 6787 6787 63744 63744 718103 574676 134382 9045 12330 621 11709 103958 34340 64955 4663 256324 256324 271268 182722 54343 34203 437223 395423 34707 7093 139612 139612 8345 2144 6201 DESIGN/ART/PHOTOGRAPHY 118857 118857 AUTHOR/EDITORS 77086 77086 LICENSES/PERMITS/FEES 55233 47707 6186 1340 SERVICE CHARGES 39958 38174 1512 272 109185 387718 -321069 42536 5302518 3518245 1497886 286387 3118202 2991704 20102 450 923860 527546 2536 2620 43056 79221 889705 666176 209986 223529 1397086 1405602 22961 37736 5737789 5268408 99820 112325 13000 110706 76299 223526 188624 X 3997437 3392843 1516826 1686941 5514263 5079784 5737789 5268408 -423969 -10510 0 X X 0 1 X 1 0 X 2675802 2501041 4686930 4265456 4330588 18459817 412424 574791 454877 821957 528711 2792760 3088226 3075832 5141807 5087413 4859299 21252577 931982 649725 1682600 1317490 854811 5436608 0 931982 649725 1682600 1317490 854811 5436608 15815969 369 3786 14471 18389 18585 55600 369 3786 14471 18389 18585 55600 28 147 2500 59 223 2957 3088623 3079765 5158778 5105861 4878107 21311134 0.74210 0.71340 0.00260 0.00430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 413200 368204 44996 281137 195716 85421 195368 102256 93112 223529 DEFERRED RENT 52376 CAPITAL LEASE PAYABLE 23923 76299 X 4875510 -10510 7471 -3039 4878549 0 4878549 5309989 7471 7471 5302518 0 5302518 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. X X X X X 0 0 0 0 0 0 0 0 0 KATHLEEN P ENRIGHT PRESIDENT AND CEO 284222 0 0 0 0 0 18000 0 32230 0 334452 0 0 0 HEATHER A PEELER VICE PRESIDENT OF MEMBER A 162715 0 0 0 0 0 18000 0 26525 0 207240 0 0 0 JASON MCCRAY CHIEF OPERATING OFFICER 162755 0 0 0 0 0 18000 0 23963 0 204718 0 0 0 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 IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 574,676. MANAGEMENT AND GENERAL EXPENSES 134,382. FUNDRAISING EXPENSES 9,045. TOTAL EXPENSES 718,103. FORM 990,PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FROM THE PRIOR YEAR.