2022-11-15T10:29:19-06:00 2021-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2021-01-01 010669150 GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS GRAN 2028981823 1310 L STREET NW 650 WASHINGTON DC 20005 MARCUS WALTON PRESIDENT AND CEO 2028981842 2022-11-14 1 MARCUS WALTON 999009999 HOLLY CAPORALE P00235685 3019860600 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MARCUS WALTON 1310 L STREET NW 650 WASHINGTON DC 20005 9901294 0 X WWW.GEOFUNDERS.ORG. X 2002 DC GEO IS A COMMUNITY OF FUNDERS COMMITTED TO TRANSFORMING PHILANTHROPIC CULTURE AND PRACTICE BY CONNECTING MEMBERS TO THE RESOURCES AND RELATIONSHIPS NEEDED TO SUPPORT THRIVING NONPROFITS AND COMMUNITIES. 11 11 26 360 0 0 5438083 9611904 24950 271930 31518 17420 0 40 5494551 9901294 0 0 0 0 2754687 3093770 0 0 231168 1711045 1466300 4465732 4560070 1028819 5341224 8223661 12758147 1724982 944937 6498679 11813210 X GEO IS A COMMUNITY OF FUNDERS COMMITTED TO TRANSFORMING PHILANTHROPIC CULTURE AND PRACTICE BY CONNECTING MEMBERS TO THE RESOURCES AND RELATIONSHIPS NEEDED TO SUPPORT THRIVING NONPROFITS AND COMMUNITIES. 0 0 463322 154690 CONFERENCES - GEO CONFERENCES EDUCATE AND INSPIRE ACTION. IN 2021, WE PLANNED A VIRTUAL CONFERENCE TO CONVENE ALMOST 700 GRANTMAKERS VIRTUALLY DUE TO THE ONGOING COVID PANDEMIC. IN THE VIRTUAL SPACE, MEMBERS OF OUR COMMUNITY CONNECTED TO EXCHANGE IDEAS RELATED TO LEARNING AND EVALUATION, SUPPORT EACH OTHER THROUGH ADVANCING RACIAL-EQUITY CENTERED CHANGE IN THEIR ORGANIZATIONS, AND ADVANCE THE ADOPTION AND IMPLEMENTATION OF PHILANTHROPIC PRACTICES THAT LEAD TO THRIVING COMMUNITIES. 1179420 MEMBER PROGRAMS - GEO IS A DIVERSE COMMUNITY OF NEARLY 500 GRANTMAKING ORGANIZATIONS WORKING TO TRANSFORM PHILANTHROPIC CULTURE AND PRACTICE. IN 2021, GRANTMAKERS ADDRESSED SHARED CHALLENGES IN GRANTMAKING THROUGH GEO'S PEER LEARNING PROGRAMS INCLUDING WEBINARS, MEMBER CALLS AND REMOTE LEARNING SERIES. OTHER MEMBER PROGRAMS, SUCH AS OUR FELLOWSHIP COHORTS AND CEO/SENIOR LEADER PROGRAMMING FOUND NEW WAYS FOR MEMBERS AND NON-MEMBER GRANTMAKERS TO COME TOGETHER TO ADDRESS THE BARRIERS TO ADOPTING GRANTMAKING PRACTICES THAT SUPPORT THRIVING COMMUNITIES. THESE OPPORTUNITIES ALLOW MEMBERS TO TALK ABOUT THE CHALLENGES THEY ARE FACING, ADVANCE EQUITY, WORK THROUGH COMPLEX CHANGES WITHIN THEIR ORGANIZATIONS, AND ADVOCATE FOR IMPROVED PRACTICES ACROSS THE FIELD. 735301 98050 RESEARCH AND LEARNING - WE CONDUCT RESEARCH ON FIELD TRENDS TO MARK CHANGES IN GRANTMAKER PRACTICE OVER TIME, AS WELL AS ONGOING SKILL-BUILDING FOR OUR STAFF, BOARD AND OTHER KEY STAKEHOLDERS TO INFORM OUR STRATEGY OF BUILDING COMMUNITY. 282034 19230 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 2021, GEO DREW ATTENTION TO TRANSORMATIONAL GRANTMAKING PRACTICES 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. 282034 19230 2660077 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 26 0 1 26 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 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 1310 L STREET NW NO 650 WASHINGTON DC 20005 HANH CAO YU CHAIR 1.00 X X 0 0 0 DENISE ST OMER VICE CHAIR 1.00 X X 0 0 0 PHILIP LI TREASURER 1.00 X X 0 0 0 ANNIE HERNANDEZ RODRIGUEZ GOVERNANCE COMMITTEE CHAIR 1.00 X X 0 0 0 ANITA PATEL DIRECTOR 1.00 X 0 0 0 BRENDA SOLORZANO DIRECTOR 1.00 X 0 0 0 CARRIE PICKETT-ERWAY DIRECTOR 1.00 X 0 0 0 DEBORAH AUBERT THOMAS DIRECTOR 1.00 X 0 0 0 DENNIS QUIRIN DIRECTOR 1.00 X 0 0 0 KELLY NOWLIN DIRECTOR 1.00 X 0 0 0 NEEL HAJRA DIRECTOR 1.00 X 0 0 0 MARCUS WALTON PRESIDENT AND CEO 40.00 X 309282 0 30539 SINEM REED VICE PRESIDENT, OPERATIONS 40.00 X 176221 0 34835 MEGHAN DUFFY EXECUTIVE VICE PRESIDENT 40.00 X 212913 0 29931 SUPROTIK STOTZ-GHOSH VP,STRAT & LEARNING (LEFT 8/16/21) 40.00 X 197662 0 19676 NICHOLE HOEFLICH DIRECTOR OF PROGRAMS 40.00 X 119220 0 18454 AKILAH MASSEY VICE PRESIDENT, PROGRAMS 40.00 X 159375 0 29346 MICHELLE HARRINGTON DIRECTOR OF COMM & MARKETING 40.00 X 116420 0 18213 J WING LI DIRECTOR OF OPERATIONS 40.00 X 100709 0 29382 KELLY WISE DIRECTOR, PEOPLE & CULTURE 40.00 X 113213 0 30381 1505015 0 240757 10 0 1 0 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING/HR SERVICES 145443 1 2256535 444800 6910569 9611904 CONFERENCES 900099 154650 154650 SEMINARS 900099 98050 98050 CONSULTING 900099 19230 19230 271930 17420 17420 OTHER INCOME 900099 40 40 40 9901294 271970 0 17420 X 1011061 435843 539266 35952 1549813 1041733 388939 119141 92612 63173 22404 7035 254045 155396 82071 16578 186239 109176 65691 11372 35702 35702 111250 111250 503085 354891 140444 7750 74515 34790 35581 4144 300015 163734 118925 17356 4194 981 3212 1 40340 39253 1087 126490 75519 42639 8332 15743 2509 12938 296 LICENSES/PERMITS/FEES 127233 106595 20250 388 STAFF DEVELOPMENT 32725 18117 12197 2411 SERVICE CHARGES 24584 884 23700 AUTHOR/EDITORS 19761 19761 50663 37722 12529 412 4560070 2660077 1668825 231168 4308779 8377198 506263 506460 1180133 1732016 4492 43 21111 27808 1197788 650377 626170 547411 1545163 1535661 31550 31550 8223661 12758147 325774 186070 83500 1315708 758867 1724982 944937 X 4071265 8953544 2427414 2859666 6498679 11813210 8223661 12758147 5341224 -26693 0 X X 0 1 X 1 0 X 4330588 5538676 3211361 5438083 9611904 28130612 528711 785320 535148 24950 271930 2146059 4859299 6323996 3746509 5463033 9883834 30276671 854811 2069670 301167 1957400 1941176 7124224 0 854811 2069670 301167 1957400 1941176 7124224 23152447 18585 31346 39788 31518 17420 138657 18585 31346 39788 31518 17420 138657 223 60 40 323 4878107 6355402 3786297 5494551 9901294 30415651 0.76120 0.74080 0.00460 0.00540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 587799 235394 352405 418987 236529 182458 191002 178454 12548 547411 DEFERRED RENT 756226 CAPITAL LEASE PAYABLE 2641 758867 X 9897090 -26693 22489 -4204 9901294 0 9901294 4582559 22489 22489 4560070 0 4560070 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 0 0 0 0 0 0 0 0 0 MARCUS WALTON PRESIDENT AND CEO 309282 0 0 0 0 0 20300 0 10239 0 339821 0 0 0 MEGHAN DUFFY EXECUTIVE VICE PRESIDENT 212913 0 0 0 0 0 15015 0 14916 0 242844 0 0 0 SUPROTIK STOTZ-GHOSH VP,STRAT & LEARNING (LEFT 8/16/21) 197662 0 0 0 0 0 8503 0 11173 0 217338 0 0 0 SINEM REED VICE PRESIDENT, OPERATIONS 176221 0 0 0 0 0 12618 0 22217 0 211056 0 0 0 AKILAH MASSEY VICE PRESIDENT, PROGRAMS 159375 0 0 0 0 0 11308 0 18038 0 188721 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. THE FORM 990 IS CIRCULATED TO THE FULL BOARD BEFORE FILING. 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; EACH PERSON IS ALSO OBLIGATED TO IMMEDIATELY DISCLOSE ANY NEW CONFLICT THAT ARISES DURING THE YEAR AS NEW POSSIBLE CONFLICTS ARISE, THEY ARE DISCLOSED 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 A MARKET STUDY IS DONE EVERY FEW YEARS WITH COMPARABILITY DATA TO ENSURE MARKET COMPETITIVENESS FOR ALL POSITIONS. IN ADDITION, ALL EMPLOYEES ARE ELIGIBLE FOR RAISES IN LINE WITH THEIR GROWTH AND PERFORMANCE FOR THAT YEAR AT YEAR END. 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 354,891. MANAGEMENT AND GENERAL EXPENSES 140,444. FUNDRAISING EXPENSES 7,750. TOTAL EXPENSES 503,085. FORM 990, PART XII, LINE 2C: THE PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR.