2011-05-13T06:20:38-07:00 2010-12-31 BERNARD JOHNSON & COMPANY PC 15 MAIN STREET TOPSFIELD MA 01983 990 2010-01-01 043523528 THE CENTER FOR EFFECTIVE PHILANTHROPY INC CENT 6174920800 675 MASSACHUSETTS AVENUE CAMBRIDGE MA 021393309 PAUL J HEGGARTY 6174920800 2011-03-29 TIMOTHY F HAGAN CPA 9788872220 2011-05-13 2010 2016-02-24 21:20:13Z PAUL J HEGGARTY 675 MASSACHUSETTS AVENUE CAMBRIDGE MA 021393309 6011571 false 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. 10 10 39 43 0 2677984 1592467 2771181 3154292 55886 59946 0 5505051 4806705 0 0 3347657 3425345 0 140318 1905908 2173779 5253565 5599124 251486 -792419 6199000 4609944 1377378 593681 4821622 4016263 CEP'S MISSION IS TO PROVIDE DATA AND CREATE false false 4549519 3154292 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 2010, CEP CONDUCTED A STUDY THAT RESULTED IN THE REPORT, "WORKING WITH GRANTEES: THE KEYS TO SUCCESS AND THE FIVE PROGRAM OFFICERS WHO EXEMPLIFY THEM." CEP ALSO RELEASED ONE CASE STUDY ON THREE FOUNDATIONS' APPROACHES UNDERSTANDING THE FIELDS IN WHICH THEY FUND. TWO SMALLER RESEARCH REPORTS WERE ALSO PUBLISHED: THE FIRST FOCUSED ON FOUNDATION COMMUNICATIONS ABOUT THE ECONOMIC DOWNTURN AND THE SECOND FOCUSED ON REPORTING AND EVALUATION PROCESSES. CEP DELIVERED 77 ASSESSMENT TOOLS TO FOUNDATIONS AND GRANTMAKERS IN 2010, INCLUDING THE GRANTEE PERCEPTION REPORT (GPR), THE APPLICANT PERCEPTION REPORT (APR), THE COMPARATIVE BOARD REPORT (CBR), THE STAFF PERCEPTION REPORT (SPR), THE STAKEHOLDER ASSESSMENT REPORT (STAR), AND THE NEWLY DEVELOPED DONOR PERCEPTION REPORT (DPR). IN ADDITION, CEP CONTINUED ITS WORK IMPLEMENTING THE NEW BENEFICIARY PRECEPTION REPORT VIA THE YOUTHTRUTH PROJECT, COLLECTING COMPARATIVE FEEDBACK FROM TENS OF THOUSANDS OF HIGH SCHOOL STUDENTS ABOUT THEIR RELATIVE EXPERIENCES ATTENDING FOUNDATION-FUNDED SCHOOLS. FINALLY, CEP STAFF PARTICIPATED IN A NUMBER OF SPEAKING ENGAGEMENTS, DEVELOPED AN ONLINE CONTENT LIBRARY, PLANNED ITS 2011 BIENNIAL CONFERENCE, AND RELEASED SEVERAL COMMUNICATIONS VIA ITS BLOG, E-NEWSLETTER, AND VARIOUS TRADITIONAL AND SOCIAL MEDIA OUTLETS. 4549519 true true false false false false false false false true false false false false false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 27 0 true 39 true false false false false false true true false false false false false false false X 10 10 false false false false false false false true true false false true true true true true true true true false MA CA X X X PAUL J HEGGARTY 6174920800 675 MASSACHUSETTS AVENUE SUITE 700 CAMBRIDGE MA 021393309 STEPHEN HEINTZ 2.00 X 0 0 0 MICHAEL BAILIN 1.00 X 0 0 0 ALEXA CORTES CULWELL 1.00 X 0 0 0 CHRISTINE JAMES-BROWN 1.00 X 0 0 0 CRYSTAL HAYLING 1.00 X 0 0 0 PATRICIA J KOZU 1.00 X 0 0 0 RICARDO A MILLETT 1.00 X 0 0 0 JAMES KNICKMAN 1.00 X 0 0 0 KATHLEEN MERCHANT 1.00 X 0 0 0 NADYA SHMAVONIAN 1.00 X 0 0 0 PHIL BUCHANAN 50.00 X X X 354575 0 34415 PAUL J HEGGARTY 50.00 X X X 177544 0 16923 ALYSE D'AMICO 50.00 X X 123055 0 27877 KEVIN BOLDUC 50.00 X X 174558 0 15135 VALERIE THRELFALL 50.00 X X 159799 0 18266 ELLIE BUTEAU 50.00 X X 155071 0 14300 TRAVIS MANZIONE 50.00 X 125132 0 21336 SINDHU SRINATH 50 X 127415 13239 1397149 161491 8 false true false PARTHENON GROUP 200 STATE STREET BOSTON MA 02109 Market Assessment 225000 RDT 10 CEDAR STREET SUITE 31 WOBURN MA 01801 Survey Vendor 147300 2 1592467 1592467 ASSESSMENT TOOLS 541900 3150792 SPEAKING ENGAGEMENT FEES 541610 3500 3154292 53814 53814 1210998 1204866 6132 6132 6132 4806705 3154292 59946 1183811 925900 218301 39610 1716720 1342705 316574 57441 52876 41356 9751 1769 273858 214194 50501 9163 198080 154925 36527 6628 25666 23264 2243 159 19861 18002 1736 123 706980 640829 61794 4357 12053 12053 0 0 52686 38540 13457 689 165162 140219 23609 1334 387571 317557 62251 7763 162358 134120 24071 4167 139295 114132 22373 2790 7835 6426 1252 157 SURVEY ADMINISTRATION 91900 88900 3000 0 PRINTING 58600 51317 7069 214 MEALS 74764 55498 18632 634 POSTAGE AND DELIVERY 52213 45503 6266 444 EQUIPMENT RENTAL AND MAINTENANCE 69038 56860 10828 1350 147797 127219 19052 1526 5599124 4549519 909287 140318 305820 215017 4164242 3073376 1234935 916214 64017 70411 66146 79715 622517 367306 363840 255211 6199000 4609944 263523 261767 1113855 331914 1377378 593681 X 2136687 2302512 2684935 1713751 4821622 4016263 6199000 4609944 X -792419 -12940 X false true true X false X 0 0 0 1499530 4668377 2060032 2677984 1592467 12498390 679732 1399232 2279048 2771181 3154292 10283485 2179262 6067609 4339080 5449165 4746759 22781875 153362 1332333 1617471 3103166 153362 1332333 1617471 3103166 19678709 31617 58975 68729 55886 53814 269021 31617 58975 68729 55886 53814 269021 23050896 0.85370 0.91470 0.01170 0.01150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 225444 125482 99962 397073 241824 155249 255211 4806705 5599124 -792419 -792419 4793765 -12940 -12940 4806705 4806705 5599124 5599124 5599124 X X X X X false false false false false false false false false PHIL BUCHANAN 277575 77000 10231 24184 388990 PAUL J HEGGARTY 144739 32805 7290 9633 194467 ALYSE D'AMICO 99514 23541 5090 22787 150932 KEVIN BOLDUC 142239 32319 7182 7953 189693 VALERIE THRELFALL 130019 29780 3054 15212 178065 ELLIE BUTEAU 126440 28631 6362 7938 169371 Pt VI-B, Line 11a CEP staff distributes the draft 990 to all Board members. In particular, the Board Chair, the Finance Committee Chair, and the Compensation Committe Chair are asked to review and approve prior to filing. Any concerns are brought to the attention of CEP's VP, Finance and Adminstration for discussion and resolution. Pt VI-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 competing/collaborating organizations, vendors and consultants. All responses are reviewed by the Board of Directors' Clerk and CEP's VP, Finance and Administration. 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 CEP's policy regarding Conflicts of Interest. Pt VI-B, Line 15 CEP engages the services of independent compensation consultants to review its compensation approach and structure for all positions on a two or three year basis and for new positions as required. The consultants compile and analyze salary data for positions comparable (based on scope of responsibilities, management authority and organization revenues) to the positions 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 Form 990, Part IX, Line 24f TELEPHONE/INTERNET/TELECOM 63719. 52285. 10375. 1059. PROFESSIONAL DEVELOPMENT 33224. 30679. 2305. 240. DUES AND SUBSCRIPTIONS 44052. 38636. 5262. 154. MISCELLANEOUS 6802. 5619. 1110. 73. to gain a more complete understanding of their positions. For the President: The independent consultants prepare reports summarizing their methodology, findings, and recommendations with regard to compensation and review the reports with the Compensation Committee of the Board, and, as appropriate, with CEP's VP, Finance and Administration. The reports inform the Compensation Committee's review and discussion of the President's compensation. Documentation of the Compensation Committee discussion and the decision regarding the compensation of the President is captured, maintained and communicated to the VP, Finance and Administration. 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 VP, Finance and Administration. 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 key employees is captured and maintained. Pt VI-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. Pt XI The $12,940 is related to unrealized loss on investments.