2017-05-10T15:00:56-05:00 2016-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVENUE SUITE 500 BETHESDA MD 20814 990 2016-01-01 010669150 GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS GRAN 2028981840 1725 DESALES STREET NW NO 404 WASHINGTON DC 20036 KATHLEEN P ENRIGHT PRESIDENT AND CEO 2028981842 2017-05-09 1 HOLLY CAPORALE P00235685 3019860600 2017-05-09 108.31.200.98 2017-05-09 10:29:30 ED P FC65327BFF19308C4E0C07912726B4CE4564C9A5 CD5DDDF18392F99489CF94AFE8D594C194BBF6AD 2016 2021-01-29 14:40:06Z KATHLEEN P ENRIGHT 1725 DESALES STREET NW NO 404 WASHINGTON DC 20036 5105861 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 28 604 0 0 4686930 4265456 454877 821957 14471 18389 2500 59 5158778 5105861 2245 7411 0 0 1909886 2387963 0 0 305219 1597027 2196215 3509158 4591589 1649620 514272 5281727 5737789 278526 223526 5003201 5514263 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 827767 24536 COMMUNICATIONS & PUBLICATIONS - GEO WORKS TO RAISE AWARENESS THAT WILL CATALYZE CHANGE IN THE FIELD OF PHILANTHROPY. WE ENGAGE IN AN ONGOING FIELD-WIDE COMMUNICATIONS EFFORT TO ACCOMPLISH THIS. IN 2016, 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. 787077 7411 665100 CONFERENCES - GEO CONFERENCES EDUCATE AND INSPIRE ACTION. IN MAY, NEARLY 800 GRANTMAKERS FROM ACROSS THE COUNTRY CONVERGED IN THE TWIN CITIES TO EXPLORE THE MOST RELEVANT TOPICS IN THE PHILANTHROPIC FIELD AND SHARE LEARNING ABOUT SMARTER GRANTMAKING PRACTICES THAT LEAD TO STRONGER NONPROFITS AND BETTER RESULTS. 1266487 MEMBER PROGRAMS - GEO IS A DIVERSE COMMUNITY OF MORE THAN 550 GRANTMAKING ORGANIZATIONS REPRESENTING MORE THAN 6000 GRANTMAKERS WORKING TO RESHAPE THE WAY PHILANTHROPY OPERATES. THROUGH GEO, GRANTMAKERS ADDRESSED SHARED CHALLENGES IN GRANTMAKING THROUGH GEO'S PEER LEARNING PROGRAMS - WEBINARS, MEMBER CALLS AND REMOTE LEARNING SERIES. OTHER MEMBER PROGRAMS INCLUDE 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. 144117 132380 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. 144117 132380 3025448 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 24 0 1 28 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 MAE HONG CHAIR 1.00 X X 0 0 0 FRED ALI VICE CHAIR 1.00 X X 0 0 0 SIDNEY R HARGRO TREASURER/SECRETARY 1.00 X X 0 0 0 CARRIE AVERY GOVERNANCE COMMITTEE CHAIR 1.00 X X 0 0 0 CHRIS CARDONA DIRECTOR 1.00 X 0 0 0 DON CROCKER DIRECTOR 1.00 X 0 0 0 TOM KELLY DIRECTOR 1.00 X 0 0 0 PETER LONG DIRECTOR 1.00 X 0 0 0 KATHY REICH 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 LATIDA SMITH DIRECTOR 1.00 X 0 0 0 KATHLEEN P ENRIGHT PRESIDENT AND CEO 40.00 X 265582 0 38576 HEATHER A PEELER VICE PRESIDENT OF MEMBER AND PARTNER ENGAGEMENT 40.00 X 162545 0 30906 JASON MCCRAY CHIEF OPERATING OFFICER 40.00 X 163895 0 28400 MEGHAN DUFFY ASSOCIATE VICE PRESIDENT OF PROGRAMS 40.00 X 109544 0 23115 LORI BARTCZAK VICE PRESIDENT OF PROGRAMS 32.00 X 113197 0 23298 814763 0 144295 5 0 1 0 THREESPOT MEDIA 3333 13TH ST NW SUITE 300 WASHINGTON DC 20010 WEBSITE REDESIGN 124822 1 1869390 2396066 4265456 CONFERENCES 900099 665041 665041 SEMINARS 900099 132380 132380 CONSULTING 900099 24536 24536 821957 18389 18389 OTHER INCOME 900099 59 59 59 5105861 822016 0 18389 X 7411 7411 304159 165858 120356 17945 1670072 932526 595701 141845 68749 37920 24936 5893 209043 115223 76235 17585 135940 75971 49162 10807 8931 8931 58508 58508 744085 574123 169962 19712 1239 18473 95543 32681 58639 4223 225049 225049 212639 147136 32245 33258 425984 406267 9892 9825 99805 99805 10329 2104 8225 DESIGN/ART/PHOTOGRAPHY 65051 65051 PRINTING 59784 55931 1989 1864 AUTHOR/EDITORS 42760 42760 SERVICE CHARGES 37674 36652 1022 90361 326595 -279735 43501 4591589 3025448 1260922 305219 2791139 3118202 20092 20102 921199 923860 18176 2536 107634 43056 751829 541843 133640 209986 1262711 1397086 27136 22961 5281727 5737789 96682 99820 65000 13000 116844 110706 278526 223526 X 3355896 3997437 1647305 1516826 5003201 5514263 5281727 5737789 514272 -3210 0 X X 0 1 X 1 0 X 694849 2675802 2501041 4686930 4265456 14824078 1691191 412424 574791 454877 821957 3955240 2386040 3088226 3075832 5141807 5087413 18779318 740337 931982 649725 1682600 1317490 5322134 0 740337 931982 649725 1682600 1317490 5322134 13457184 43777 369 3786 14471 18389 80792 43777 369 3786 14471 18389 80792 1855 28 147 2500 59 4589 2431672 3088623 3079765 5158778 5105861 18864699 0.71340 0.68340 0.00430 0.00620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 413200 308261 104939 243111 160483 82628 95518 73099 22419 209986 DEFERRED RENT 110706 110706 X 5106251 -3210 3600 390 5105861 0 5105861 4595189 3600 3600 4591589 0 4591589 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 X 0 0 0 0 0 0 0 0 0 KATHLEEN P ENRIGHT PRESIDENT AND CEO 265582 0 0 0 0 0 13250 0 25326 0 304158 0 0 0 HEATHER A PEELER VICE PRESIDENT OF MEMBER AND PARTNER 162545 0 0 0 0 0 8213 0 22693 0 193451 0 0 0 JASON MCCRAY CHIEF OPERATING OFFICER 163895 0 0 0 0 0 8162 0 20238 0 192295 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 574,123. MANAGEMENT AND GENERAL EXPENSES 169,962. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 744,085. FORM 990,PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FROM THE PRIOR YEAR.