2015-05-13T13:20:28-05:00 2014-12-31 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2014-01-01 043523528 THE CENTER FOR EFFECTIVE PHILANTHROPY INC CENT 6174920800 675 MASSACHUSETTS AVE STE 7 CAMBRIDGE MA 021393309 PHIL BUCHANAN PRESIDENT 6174920800 2015-05-11 1 SEAN DONLAN P00300343 7819143400 2015-05-08 2014 2016-04-25 22:37:26Z PHIL BUCHANAN 675 MASSACHUSETTS AVENUE SUITE 7 CAMBRIDGE MA 021393309 6031978 0 X WWW.EFFECTIVEPHILANTHROPY.ORG X 2000 MA CEP'S MISSION IS TO PROVIDE DATA AND CREATE INSIGHT SO PHILANTHROPIC FUNDERS CAN BETTER DEFINE, ASSESS, AND IMPROVE THEIR EFFECTIVENESS - AND, AS A RESULT, THEIR INTENDED IMPACT. 11 10 41 47 0 0 2631618 3689584 2321998 2331877 35395 10517 0 0 4989011 6031978 0 0 0 0 4548309 3961282 0 0 110636 2078260 1742717 6626569 5703999 -1637558 327979 6142303 6661523 453405 644890 5688898 6016633 X CEP'S MISSSION IS TO PROVIDE DATA AND CREATE INSIGHT SO PHILANTHROPIC FUNDERS CAN BETTER DEFINE, ASSESS, AND IMPROVE THEIR EFFECTIVENESS - AND, AS A RESULT, THEIR INTENDED IMPACT. 0 0 4572640 0 2331877 THE CENTER FOR EFFECTIVE PHILANTHROPY (CEP) PURSUES ITS MISSION THROUGH DATA COLLECTION AND RESEARCH THAT FUELS THE CREATION OF ASSESSMENT TOOLS, PUBLICATIONS, AND PROGRAMMING. IN 2014, CEP CONDUCTED STUDIES THAT RESULTED IN THE REPORTS, "HEARING FROM THOSE WE SEEK TO HELP: NONPROFIT PRACTICES AND PERSPECTIVES IN BENEFICIARY FEEDBACK;" "WHAT DONORS VALUE: HOW COMMUNITY FOUNDATIONS CAN INCREASE DONOR SATISFACTION, REFERRALS, AND FUTURE GIVING;" AND THE ARTICLE, "TRANSPARENCY PERFORMANCE ASSESSMENT AND AWARENESS OF NONPROFITS." CEP DELIVERED 92 ASSESSMENT TOOLS TO FOUNDATIONS AND GRANTMAKERS IN 2014, INCLUDING THE GRANTEE PERCEPTION REPORT (GPR), THE APPLICANT PERCEPTION REPORT (APR), THE STAFF PERCEPTION REPORT (SPR), THE STAKEHOLDER ASSESSMENT REPORT (STAR), THE DONOR PERCEPTION REPORT (DPR), AND ADVISORY SERVICES PROJECTS. IN ADDITION, CEP CONTINUED ITS WORK IMPLEMENTING THE BENEFICIARY PERCEPTION REPORT VIA THE YOUTHTRUTH PROJECT, COLLECTING COMPARATIVE FEEDBACK FROM TENS OF THOUSANDS OF STUDENTS ABOUT THEIR RELATIVE EXPERIENCES. CEP STAFF PARTICIPATED IN A NUMBER OF SPEAKING ENGAGEMENTS AND RELEASED NUMEROUS COMMUNICATIONS VIA ITS BLOG, E-NEWSLETTER, AND VARIOUS TRADITIONAL PRESS AND SOCIAL MEDIA OUTLETS. 4572640 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 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 28 0 1 41 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 11 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA CA AL AK AZ AR CT DC FL GA HI IL KS KY MD MI MN MS MO NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WV WI X X X ROBERT CORREIA JR 6174920800 675 MASSACHUSETTS AVENUE SUITE 700 CAMBRIDGE MA 021393309 KATHRYN MERCHANT CHAIR 2.00 X 0 0 0 TIFFANY COOPER GUEYE DIRECTOR 1.00 X 0 0 0 CRYSTAL HAYLING DIRECTOR 1.00 X 0 0 0 GRANT OLIPHANT DIRECTOR 1.00 X 0 0 0 HILARY PENNINGTON DIRECTOR 1.00 X 0 0 0 LYNN PERRY WOOTEN DIRECTOR 1.00 X 0 0 0 CHRISTY PICHEL DIRECTOR 1.00 X 0 0 0 NADYA SHMAVONIAN DIRECTOR 1.00 X 0 0 0 VINCE STEHLE DIRECTOR 1.00 X 0 0 0 FAY TWERSKY DIRECTOR 1.00 X 0 0 0 PHIL BUCHANAN PRESIDENT 50.00 X X 410061 0 35896 KEVIN BOLDUC VP, ASSESSMENT TOOLS 50.00 X 210605 0 22746 ELLIE BUTEAU VICE PRESIDENT, RESEARCH 50.00 X 148288 0 17481 ROBERT CORREIA JR PARTIAL YEAR DIRECTOR OF FINANCE AND ADMIN 50.00 X 29253 0 1420 ALYSE D'AMICO PART TIME SPECIAL ASSISTANT TO THE P 25.00 X 66669 0 3328 GRACE NICOLETTE PART TIME DIRECTOR OF MARKETING AND PROGRAMMING 39.00 X 100676 0 24319 MARNY SUMRALL EXECUTIVE DIRECTOR, YOUTHTRUTH 50.00 X 196297 0 29807 AMBER BRADLEY PART TIME DIRECTOR, ASSESSMENT TOOLS 39.00 X 115780 0 17021 AUSTIN LONG DIRECTOR, ASSESSMENT TOOLS 50.00 X 148911 0 14337 ALEX OCASIO MANAGER, FINANCE 50.00 X 101206 0 10822 JENNIFER WILKA DIRECTOR, YOUTHTRUTH 50.00 X 147943 0 11371 PAUL J HEGGARTY PARTIAL YEAR VICE PRESIDENT, FINANCE 50.00 X 132258 0 11352 1807947 0 199900 10 1 1 0 BOSTON IT SERVICES 711 ATLANTIC AVENUE BOSTON MA 02111 TECH SUPPORT 135464 COMMONGOOD CAREERS INC 38 CHAUNCY STREET 1001 BOSTON MA 02111 PROFESSIONAL RECRUITING 100696 2 3689584 3689584 ASSESSMENT TOOLS 541900 2323230 2323230 SPEAKING FEE 541610 8647 8647 2331877 10517 10517 6031978 2331877 0 10517 1807947 1518675 253113 36159 1489432 1233085 216306 40041 130184 108704 18486 2994 300154 250426 42777 6951 233565 194916 33251 5398 35072 29460 5612 34844 34844 404497 201785 199655 3057 12651 9591 3060 31626 23832 7460 334 184339 118772 64283 1284 449904 384384 58030 7490 108911 88054 19646 1211 144005 129255 13064 1686 DUES & SUBSCRIPTIONS 89641 80824 8236 581 EQUIPMENT RENTAL 63682 54403 8218 1061 MEALS & ENTERTAINMENT 60389 44841 15081 467 PROFESSIONAL DEVELOPMEN 42422 42422 80734 59211 19601 1922 5703999 4572640 1020723 110636 690757 1211149 3652412 3681125 1103750 1197034 219972 115962 64105 84683 1135298 820119 370437 315179 15521 40870 40870 6142303 6661523 275155 335284 178250 309606 453405 644890 X 3459422 3540158 2229476 2476475 5688898 6016633 6142303 6661523 327979 -244 0 X X 0 1 X 1 0 X 1592467 2227983 6410285 2631618 3689584 16551937 3154292 3990787 3170504 2321999 2331877 14969459 4746759 6218770 9580789 4953617 6021461 31521396 0 1617471 1733450 1074698 523817 174477 5123913 1617471 1733450 1074698 523817 174477 5123913 26397483 53814 32186 43859 52019 44209 226087 53814 32186 43859 52019 44209 226087 4800573 6250956 9624648 5005636 6065670 31747483 0.83150 0.79100 0.00710 0.00760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 225444 225444 0 909854 594675 315179 315179 6031734 -244 -244 6031978 0 6031978 5703999 0 5703999 0 5703999 X X X X X 1 0 0 0 0 0 0 0 0 PHIL BUCHANAN PRESIDENT 325269 0 84792 0 0 0 17500 0 25486 0 453047 0 0 0 KEVIN BOLDUC VP, ASSESSMENT TOOLS 162966 0 47639 0 0 0 8641 0 16400 0 235646 0 0 0 ELLIE BUTEAU VICE PRESIDENT, RESEARCH 125848 0 22440 0 0 0 6828 0 12793 0 167909 0 0 0 MARNY SUMRALL EXECUTIVE DIRECTOR, YOUTHTRUTH 164000 0 32297 0 0 0 8161 0 23870 0 228328 0 0 0 AUSTIN LONG DIRECTOR, ASSESSMENT TOOLS 118929 0 29982 0 0 0 7556 0 8282 0 164749 0 0 0 JENNIFER WILKA DIRECTOR, YOUTHTRUTH 118114 0 29829 0 0 0 7480 0 4915 0 160338 0 0 0 PAUL J HEGGARTY PARTIAL YEAR VICE PRESIDENT, FINANCE 132258 0 0 0 0 0 6156 0 6104 0 144518 0 0 0 PART I, LINE 4A THE ORGANIZATION PAID BRIAN HUGHES THE AMOUNT OF $37,000. FORM 990, PART VI, SECTION A, LINE 4 THE ORGAINZATION, UPON THE APPROVAL OF THE BOARD OF DIRECTORS, HAS REVISED ITS BYLAWS EFFECTIVE AS OF FEBRUARY 6, 2014. FORM 990, PART VI, SECTION B, LINE 11 CEP STAFF DISTRIBUTES ITS DRAFT 990 TO ALL BOARD MEMBERS. IN PARTICULAR, THE BOARD CHAIR, THE AUDIT & FINANCE COMMITTEE CHAIR, AND THE COMPENSATION COMMITTEE CHAIR ARE ASKED TO REVIEW AND APPROVE PRIOR TO FILING. ANY CONCERNS ARE BROUGHT TO THE ATTENTION OF CEP'S DIRECTOR OF FINANCE AND ADMINISTRAION FOR DISCUSSION AND RESOLUTION. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, EACH BOARD MEMBER AND 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 DIRECTORS' CLERK AND CEP'S DIRECTOR OF FINANCE AND ADMINISTRAION. 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 GOVERNANCE COMMITTEE TO BE ADDRESSED AND RESOLVED IN COMPLIANCE WITH POLICY REGARDING CONFLICTS 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 POSTIONS COMPARABLE (BASED ON SCOPE OF RESPONSIBILITIES, MANAGEMENT AUTHORITY AND ORGANIZATION REVENUES) TO THE POSTIONS 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 2014 AN INDEPENDENT CONSULTANT PREPARED A BENCHMARKING REPORT SUMMARIZING METHODOLOGY, FINDINGS, AND RECOMMNEDATIONS WITH REGARD TO THE PRESIDENT'S COMPENSATION. HE REVIEWED THE REPORT WITH THE COMPENSATION COMMITTEE OF THE BOARD. THE REPORT INFORMED THE COMPENSATION COMMITTEE'S REVIEW AND DISCUSSION OF THE PRESIDENT'S COMPENSATION. DOCUMENTATION OF THE COMPENSATION COMMITTEE DISCUSSION AND DECISIONS REGARDING THE COMPENSATION OF THE PRESIDENT WERE CAPTURED, MAINTAINED AND COMMUNICATED TO THE DIRECTOR OF FINANCE AND ADMINISTRAION, AND DIRECTOR OF HUMAN CAPITAL. FOR OFFICERS/KEY EMPLOYEES: THE INDEPENDENT CONSULTANTS PREPARE REPORTS SUMMARIZING THEIR METHODOLOGY, FINDINGS, AND RECOMMENDATIONS WITH REGARD TO COMPENSATION AND REVIEW THE REPORTS WITH CEP'S PRESIDENT, AND, AS APPROPRIATE, WITH THE DIRECTOR OF FINANCE AND ADMINISTRAION, AND DIRECTOR OF HUMAN CAPITAL. THE REPORTS INFORM COMPENSATION RECOMMENDATIONS FOR KEY EMPLOYEES MADE BY THE PRESIDENT TO THE COMPENSATION 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 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ALL ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.