2015-05-13T14:43:44-05:00 2014-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVENUE SUITE 500 BETHESDA MD 20814 990 2014-01-01 010669150 GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS GRAN 2028981823 1725 DESALES STREET NW NO 404 WASHINGTON DC 20036 KATHLEEN P ENRIGHT PRESIDENT AND CEO 2028981842 2015-05-13 1 HOLLY CAPORALE P00235685 3019860600 2015-05-13 2014 2016-02-25 16:41:14Z KATHLEEN P ENRIGHT 1725 DESALES STREET NW NO 404 WASHINGTON DC 20036 3079765 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 28 345 0 0 2675802 2501041 412424 574791 -27123 3786 28 147 3061131 3079765 59300 2421 0 0 1702714 1701822 0 0 152246 1720354 1373409 3482368 3077652 -421237 2113 4145845 3632749 788927 273718 3356918 3359031 X UNDERSTANDING THAT GRANTMAKERS ARE SUCCESSFUL ONLY TO THE EXTEND THAT THEIR GRANTEES ACHIEVE MEANINGFUL RESULTS, GEO PROMOTES STRATEGIES AND PRACTICES THAT CONTRIBUTE TO GRANTEE SUCCESS. 0 0 454292 5702 COMMUNICATIONS AND 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 2014, GEO DREW ATTENTION TO GRANTMAKING PRACTICES THAT SUPPORT NONPROFIT RESULTS THROUGH MEDIA OUTREACH, PRESENTING AT CONFERENCES, WORKING WITH REGIONAL PARTNERS AND USING ONLINE TOOLS SUCH AS THE GEO WEBSITE, SOCIAL MEDIA OUTLETS AND E-NEWSLETTERS. 570065 2421 552064 CONFERENCES - GEO CONFERENCES EDUCATE AND INSPIRE ACTION. THEY PROVIDE AN OPPORTUNITY FOR GRANTMAKERS TO CONVENE IN-PERSON TO SHARE PROMISING PRACTICES, DISCUSS GRANTMAKING APPROACHES AND FIND WAYS TO COLLABORATE. ON MARCH 10-12, 2014 GEO CONVENED 685 GRANTMAKERS IN LOS ANGELES, CALIFORNIA FOR OUR 2014 NATIONAL CONFERENCE . 560960 1046 MEMBER PROGRAMS - THROUGH GEO, GRANTMAKERS CONVENE TO SHARE KNOWLEDGE AND BEST PRACTICES AND INSPIRE THEIR COLLEAGUES TO ACT. TODAY, GEO IS A POWERFUL COALITION OF MORE THAN 4,500 INDIVIDUAL GRANTMAKERS REPRESENTING MORE THAN 500 GRANTMAKING ORGANIZATIONS COMMITTED TO BUILDING STRONG AND EFFECTIVE NONPROFIT ORGANIZATIONS. WE HELP GRANTMAKERS IMPROVE PRACTICE IN AREAS IDENTIFIED OVER YEARS OF WORK IN PHILANTHROPY BY INNOVATORS IN THE FIELD AS CRITICAL TO NONPROFIT SUCCESS. IN 2014, MEMBER BENEFITS FROM WEBINARS, TELECONFERENCES, REMOTE LEARNING SERIES AND OTHER PROGRAMS LISTED HERE. 191576 RESEARCH - GEO ENGAGES IN RESEARCH AND DEVELOPMENT TO FUEL FUTURE INNOVATIONS IN PROGRAMMING AND TO EXPAND OUR KNOWLEDGE ABOUT THE SOCIAL SECTOR. IN 2014, GEO CONDUCTED ITS TRIENNIAL FIELD SURVEY OF GRANTMAKER PRACTICE AND RELEASED THE RESULTS IN NOVEMBER 2014. 84068 15979 PEER LEARNING -GEO CONVENES SMALL COHORTS OF GRANTMAKERS GRAPPLING WITH SIMILAR TOPICS TO FACILITATE PEER LEARNING. PARTICIPATING GRANTMAKERS ACT AS A SUPPORT NETWORK FOR EACH OTHER AS THEY WORK THROUGH COMPLEX QUESTIONS AND TRY TO IMPLEMENT CHANGES IN THEIR WORK. IN 2014, GEO CONVENED GROUPS ON PLACE-BASED EVALUATION AND ORGANIZATIONAL CULTURE. 297389 SPECIAL INITIATIVES - IN 2014, GEO LAUNCHED THE LEADING CHANGE IN PHILANTHROPY INITIATIVE. THIS INITIATIVE WILL HELP US INSPIRE AND SUPPORT FOUNDATION LEADERS TO ALIGN ORGANIZATIONAL CULTURE, VALUES AND KEYSTONE HABITS IN SUCH A WAY THAT SMARTER GRANTMAKING PRACTICES WILL FLOURISH. AT THE SAME TIME, THE ONLY WAY TO CREATE ORGANIZATION-WIDE CHANGE IS TO ALSO SUPPORT THOSE WHO ARE IN DAY-TO-DAY CONTACT WITH GRANTEES. WE WILL INFORM, MOBILIZE AND ENGAGE THOSE IN THESE ROLES (E.G. PROGRAM OFFICERS) TO ADOPT AND/OR ADVOCATE FOR SMARTER GRANTMAKING POLICIES AND PRACTICE. IN ADDITION, WE WILL MOBILIZE MEMBERS TO LEAD CHANGE AND ULTIMATELY RESHAPE THE WAY PHILANTHROPY OPERATES. 573033 15979 2158350 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 19 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 VICE CHAIR 1.00 X X 0 0 0 FRED ALI DIRECTOR 1.00 X 0 0 0 SIDNEY R HARGRO DIRECTOR 1.00 X 0 0 0 LATIDA SMITH GOVERNANCE COMMITTEE CHAIR 1.00 X 0 0 0 CARRIE AVERY 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 SUSAN G ZEPEDA DIRECTOR 1.00 X 0 0 0 ALBERT RUESGA CHAIR 1.00 X X 0 0 0 MARY MOUNTCASTLE TREASURER/SECRETARY 1.00 X X 0 0 0 SUZANNE WALSH DIRECTOR 1.00 X 0 0 0 KATHLEEN P ENRIGHT PRESIDENT & CEO 40.00 X 206119 0 21028 JASON MCCRAY CHIEF OPERATING OFFICER 40.00 X 140754 0 17440 HEATHER PEELER VICE PRESIDENT OF MEMBER AND PARTNER 40.00 X 141204 0 19965 488077 0 58433 3 0 1 0 0 1517936 983105 2501041 CONFERENCES 900099 552064 552064 SEMINARS 900099 15979 15979 CONSULTING 900099 5480 5480 PUBLICATIONS 900099 1268 1268 574791 3786 3786 OTHER INCOME 900099 147 147 147 3079765 578724 0 0 X 2421 2421 227146 142906 68813 15427 1190750 749627 359915 81208 179286 112087 55523 11676 104640 66119 31884 6637 4767 4767 56402 56402 413442 312248 101194 18726 18644 82 65993 14493 51182 318 158739 158739 109203 89026 10901 9276 300069 290089 6980 3000 41598 41598 11207 2172 9035 DESIGN/ART/PHOTOGRAPHY 52555 52555 PRINTING 38279 36094 2185 LICENSES/PERMITS/FEES 23762 20537 3225 STAFF DEVELOPMENT 19172 1525 17647 59495 247807 -212934 24622 3077652 2158350 767056 152246 3113158 1543118 543912 20082 239250 624103 54420 46868 600238 477559 152698 122679 1253700 42407 22199 4145845 3632749 173711 124772 438747 176469 148946 788927 273718 X 2626822 2632369 730096 726662 3356918 3359031 4145845 3632749 2113 0 X X 0 1 X 1 0 X 5035175 925400 694849 2675802 2501041 11832267 1396211 1519342 1691191 412424 574791 5593959 6431386 2444742 2386040 3088226 3075832 17426226 3160324 1028045 740337 1091652 649725 6670083 0 3160324 1028045 740337 1091652 649725 6670083 10756143 89871 38112 43777 369 3786 175915 89871 38112 43777 369 3786 175915 1850 7456 1855 28 147 11336 6523107 2490310 2431672 3088623 3079765 17613477 0.61070 0.58610 0.01000 0.01160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 319659 232611 87048 213615 185317 28298 66964 59631 7333 122679 DEFERRED RENT 148946 148946 X 3086833 7068 7068 3079765 0 3079765 3084720 7068 7068 3077652 0 3077652 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. THE ORGANIZATION'S IRS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER IT WAS FILED. X X X X X X 0 0 0 0 0 0 0 0 0 KATHLEEN P ENRIGHT PRESIDENT & CEO 206119 0 0 0 0 0 10334 0 10694 0 227147 0 0 0 JASON MCCRAY CHIEF OPERATING OFFICER 140754 0 0 0 0 0 6746 0 10694 0 158194 0 0 0 HEATHER PEELER VICE PRESIDENT OF MEMBER AND PARTNER 141204 0 0 0 0 0 7166 0 12799 0 161169 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 11 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 312,248. MANAGEMENT AND GENERAL EXPENSES 101,194. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 413,442. FORM 990,PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FROM THE PRIOR YEAR.