2021-11-15T09:32:12-06:00 2020-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2020-01-01 010669150 GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS GRAN 2028981823 1310 L STREET NW NO 650 WASHINGTON DC 20005 MARCUS WALTON PRESIDENT AND CEO 2028981842 2021-11-12 1 MARCUS WALTON 999009999 HOLLY CAPORALE P00235685 3019860600 2021-11-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARCUS WALTON 1310 L STREET NW NO 650 WASHINGTON DC 20005 5494551 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. 15 15 26 295 0 0 3211361 5438083 535148 24950 39788 31518 0 0 3786297 5494551 1430 0 0 0 2506386 2754687 0 0 96390 2243087 1711045 4750903 4465732 -964606 1028819 6576522 8223661 1139134 1724982 5437388 6498679 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 365992 200 CONFERENCES - GEO CONFERENCES EDUCATE AND INSPIRE ACTION. IN 2020, WE PLANNED A NATIONAL CONFERENCE TO CONVENE 1,000 GRANTMAKERS IN BOSTON TO CREATE SPACE FOR MEMBERS OF OUR COMMUNITY TO EXCHANGE IDEAS, 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. THE CONFERENCE HAD TO BE CANCELED IN THE WEEKS BEFORE IT WAS TO TAKE PLACE DUE TO THE COVID-19 PANDEMIC. OVER THE NEXT FEW MONTHS, WE WERE ABLE SHIFT PORTIONS OF THE CONFERENCE'S CONTENT ONLINE, OFFERING TOOLS TO SUPPORT GRANTMAKERS WITH A DESIRE TO ADVANCE CHANGE IN THEIR ORGANIZATIONS AND COMMUNITIES. 943886 MEMBER PROGRAMS - GEO IS A DIVERSE COMMUNITY OF MORE THAN 600 GRANTMAKING ORGANIZATIONS REPRESENTING MORE THAN 6,000 GRANTMAKERS WORKING TO RESHAPE THE WAY PHILANTHROPY OPERATES. 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 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. 554218 11350 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. 190518 13400 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 2020, GEO DREW ATTENTION TO GRANTMAKING PRACTICES THAT SUPPORT THRIVING NONPROFITS AND COMMUNITIES 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. 190518 13400 2054614 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 27 0 1 26 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 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 KATHY REICH CHAIR 1.00 X X 0 0 0 HANH CAO YU VICE CHAIR 1.00 X X 0 0 0 PHILIP LI TREASURER 1.00 X X 0 0 0 CARRIE AVERY OUTGOING GOVERNANCE CHAIR 1.00 X X 0 0 0 LISA EISEN DIRECTOR 1.00 X 0 0 0 ANNIE HERNANDEZ RODRIGUEZ INCOMING GOVERNANCE CHAIR 1.00 X X 0 0 0 DANIEL LEE DIRECTOR 1.00 X 0 0 0 KELLY NOWLIN DIRECTOR 1.00 X 0 0 0 CARRIE PICKETT-ERWAY DIRECTOR 1.00 X 0 0 0 BRENDA SOLORZANO DIRECTOR 1.00 X 0 0 0 DENISE ST OMER DIRECTOR 1.00 X 0 0 0 STARSKY WILSON DIRECTOR 1.00 X 0 0 0 DEBORAH AUBERT THOMAS DIRECTOR 1.00 X 0 0 0 LATIDA SMITH DIRECTOR 1.00 X 0 0 0 NEEL HAJRA DIRECTOR 1.00 X 0 0 0 JASON MCCRAY INT. CEO/COO/ ADV (LEFT 2/7/20) 40.00 X 22371 0 3510 MARCUS WALTON PRESIDENT AND CEO 40.00 X 300090 0 27409 SINEM REED VICE PRESIDENT, OPS (START 4/1/20) 40.00 X 125425 0 14760 MEGHAN DUFFY EXECUTIVE VICE PRESIDENT 40.00 X 202688 0 28721 SUPROTIK STOTZ-GHOSH VICE PRESIDENT, STRATEGY AND LEARNING 40.00 X 189883 0 32451 NICHOLE HOEFLICH DIRECTOR OF PROGRAMS, PUBL 40.00 X 109115 0 17460 AKILAH MASSEY VICE PRESIDENT, PROGRAMS 40.00 X 147364 0 27904 KELLY WISE DIRECTOR, PEOPLE AND CULTURE 40.00 X 112761 0 26970 1209697 0 179185 7 0 1 0 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING/HR SERVICES 170738 1 1987303 3450780 5438083 CONSULTING 900099 13400 13400 SEMINARS 900099 11350 11350 CONFERENCES 900099 200 200 24950 31518 31518 5494551 24950 0 31518 X 1054159 442303 582505 29351 1254023 527468 711444 15111 64386 13261 50678 447 223107 74666 144853 3588 159012 70790 85101 3121 87112 952 86160 96362 96362 558197 303825 216510 37862 43782 20898 22439 445 294516 159310 131064 4142 28359 15983 11849 527 115170 110463 4707 138727 68921 68010 1796 16076 7785 8291 LICENSES/PERMITS/FEES 92964 76319 16645 AUTHOR/EDITORS 79596 79596 SERVICE CHARGES 54940 53711 1229 TEMPORARY HELP 35619 35619 69625 28363 41262 4465732 2054614 2314728 96390 2694024 4308779 505679 506263 1057819 1180133 7292 4492 64794 21111 1150058 523888 733488 626170 1481876 1545163 31550 31550 6576522 8223661 168569 325774 83500 970565 1315708 1139134 1724982 X 3794992 4071265 1642396 2427414 5437388 6498679 6576522 8223661 1028819 32472 0 X X 0 1 X 1 0 X 4265456 4330588 5538676 3211361 5438083 22784164 821957 528711 785320 535148 24950 2696086 5087413 4859299 6323996 3746509 5463033 25480250 1317490 854811 2069670 301167 1957400 6500538 0 1317490 854811 2069670 301167 1957400 6500538 18979712 18389 18585 31346 39788 31518 139626 18389 18585 31346 39788 31518 139626 59 223 60 342 5105861 4878107 6355402 3786297 5494551 25620218 0.74080 0.74880 0.00540 0.00480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 587799 60022 527777 371257 293874 77383 191002 169992 21010 626170 DEFERRED RENT 865595 CAPITAL LEASE PAYABLE 5313 PPP REFUNDABLE ADVANCE 444800 1315708 X 5530623 32472 3600 36072 5494551 0 5494551 4469332 3600 3600 4465732 0 4465732 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 300090 0 0 0 0 0 17500 0 9909 0 327499 0 0 0 MEGHAN DUFFY EXECUTIVE VICE PRESIDENT 202688 0 0 0 0 0 14295 0 14426 0 231409 0 0 0 SUPROTIK STOTZ-GHOSH VICE PRESIDENT, STRATEGY AND LEARNIN 189883 0 0 0 0 0 13547 0 18904 0 222334 0 0 0 AKILAH MASSEY VICE PRESIDENT, PROGRAMS 147364 0 0 0 0 0 10475 0 17429 0 175268 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 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. IN REVIEWING AND APPROVING THE AMOUNT OF COMPENSATION FOR THE PRESIDENT AND CEO AND OTHER OFFICERS, THE DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS APPROVED THE AMOUNT OF COMPENSATION PRIOR TO PAYMENT, USED APPROPRIATE COMPARABILITY DATA WHEN MAKING ITS DETERMINATION, AND CONCURRENTLY DOCUMENTED ITS DECISIONS IN WRITING. 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 303,825. MANAGEMENT AND GENERAL EXPENSES 216,510. FUNDRAISING EXPENSES 37,862. TOTAL EXPENSES 558,197. FORM 990, PART XII, LINE 2C: THE PROCESSES HAVE NOT CHANGED FROM THE PROIR YEAR.