CANDID: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CANDID (EIN 13-1837418)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-29
- IRS object ID
- 202142729349301424
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-29T13:18:54-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131837418 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANDID | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 2126204230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 OLD SLIP 24TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PUNIT KOHLI | PersonNm |
| Person Title | VP OF FINANCE | PersonTitleTxt |
| Phone | 2126204230 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PUNIT | PersonFirstNm |
| Person Last | KOHLI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2021-09-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRADFORD K SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 OLD SLIP 24TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $47,991,206 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CANDID.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | CANDID GETS YOU THE INFORMATION YOU NEED TO DO GOOD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 251 | TotalEmployeeCnt |
| Total Volunteers | 24 | TotalVolunteersCnt |
| Total Gross UBI | $224,503 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,423,009 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,331,121 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,928,606 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,183,548 | CYProgramServiceRevenueAmt |
| PY Investment Income | $446,400 | PYInvestmentIncomeAmt |
| CY Investment Income | $73,931 | CYInvestmentIncomeAmt |
| PY Other Revenue | $325,031 | PYOtherRevenueAmt |
| CY Other Revenue | $1,288,989 | CYOtherRevenueAmt |
| PY Total Revenue | $49,123,046 | PYTotalRevenueAmt |
| CY Total Revenue | $42,877,589 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,868,206 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,848,202 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,245,596 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,751,330 | PYOtherExpensesAmt |
| CY Other Expenses | $13,591,742 | CYOtherExpensesAmt |
| PY Total Expenses | $37,620,536 | PYTotalExpensesAmt |
| CY Total Expenses | $39,439,944 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,502,510 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,437,645 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,130,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,236,438 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,659,093 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,796,126 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $45,471,767 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,440,312 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,146,629 | ExpenseAmt |
| Revenue | $26,409,282 | RevenueAmt |
| Desc | SEE SCHEDULE O - FOR NARRATIVE ON DATA COLLECTION AND PUBLICATIONS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,325,428 | ExpenseAmt |
| Revenue | $1,710,027 | RevenueAmt |
| Desc | SEE SCHEDULE O - FOR NARRATIVE ON LIBRARY/LEARNING CENTERS AND OTHER PUBLIC SERVICES | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,211,264 | ExpenseAmt |
| Revenue | $1,288,742 | RevenueAmt |
| Desc | SEE SCHEDULE O - FOR NARRATIVE ON RESEARCH AND OTHER PROGRAMS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $30,683,321 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 251 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID AYNEJIAN DIR OF FINANCE | PersonNm |
| Phone | 2126204230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 OLD SLIP 24TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100053500 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| T SYLVESTER JOHN | |||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| KATHERINA ROSQUETA | |||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SUSAN KISH | |||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ANA MARIE ARGILAGOS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MELISSA BERMAN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN COLBORN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CLOTILDE PEREZ-BODE DEDECKER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN GOODALL | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALIX GUERRIER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |||
| NEAL HEGARTY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEBORAH D HOOVER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NAILA FAROUKY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFF JONES | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RHETT N MABRY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN TRELSTAD | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARI KURAISHI | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOMINICK J IMPEMBA | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUNAND MENON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |||
| VALDEMAR DE OLIVEIRA NETO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATT GEE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARIA DEL ROSARIO GALLEGO GARCIA | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MOSUN LAYODE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ARTHUR HOWE | |||||||||
| TRUSTEE, THRU JUNE 2020 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICK MCCARTHY | |||||||||
| TRUSTEE, THRU JUNE 2020 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRADFORD K SMITH | |||||||||
| PRESIDENT | 50.00 | Yes (X) | $626,157 | $0 | $77,723 | ||||
| MIZMUN KUSAIRI | |||||||||
| SECRETARY/VP OF PLANNING | 50.00 | Yes (X) | $200,091 | $0 | $31,824 | ||||
| PUNIT KOHLI | |||||||||
| VP OF FINANCE, AS OF AUG. 2020 | 50.00 | Yes (X) | $109,123 | $0 | $18,967 | ||||
| JACOB K GARCIA | |||||||||
| VP OF PRODUCTS | 50.00 | $299,113 | $0 | $40,042 | Yes (X) | ||||
| JACOB HAROLD | |||||||||
| EXECUTIVE VICE PRESIDENT | 50.00 | $279,500 | $0 | $70,717 | 2.00 | Yes (X) | |||
| LISA L PHILP | |||||||||
| SENIOR ADVISOR | 40.00 | $235,132 | $0 | $22,770 | Yes (X) | ||||
| TRACY L WAKSLER | |||||||||
| SR. DIR. OF PRODUCTS | 50.00 | $229,426 | $0 | $45,997 | Yes (X) | ||||
| KEVIN L MULDER | |||||||||
| VP OF TECHNOLOGY | 50.00 | $209,020 | $0 | $47,322 | Yes (X) | ||||
| JAMES DOBRZENIECKI | |||||||||
| SENIOR ADVISOR | 50.00 | $215,086 | $0 | $45,998 | Yes (X) | ||||
| ZOHRA ZORI | |||||||||
| VP OF NETWORKS | 50.00 | $200,291 | $0 | $29,551 | Yes (X) | ||||
| JOSE RODRIQUEZ | |||||||||
| SR. DIR. OF STRATEGIC PARTNERSHIPS | 50.00 | $194,314 | $0 | $28,722 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,797,253 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $459,633 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 60 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ACUMEN SOLUTIONS | |||||
| 8280 GREENSBORO DRIVE SUITE 400 | MCLEAN | VA | 22102 | IT CONSULTING | $2,255,081 |
| GRANT THORNTON LLP | |||||
| 1901 SOUTH MEYERS ROAD SUITE 455 | OAKBROOK TERRACE | IL | 60181 | IT CONSULTING | $1,238,593 |
| PATTERSON BELKNAP WEBB & TYLER LLP | |||||
| 1133 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | LEGAL | $434,857 |
| DSCS LLC | |||||
| 5711 COLUMBIA GATEWAY DRIVE SUITE | COLUMBIA | MD | 21046 | IT CONSULTING | $413,191 |
| BEACONFIRE CONSULTING INC | |||||
| 2300 CLARENDON BLVD SUITE 925 | ARLINGTON | VA | 22201 | IT CONSULTING | $362,033 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $12,331,121 | AllOtherContributionsAmt |
| Total Contributions | $12,331,121 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PRODUCT REVENUE | 611710 | $26,184,779 | $26,184,779 |
| FUNDING INFO. NETWORK | 611710 | $1,143,914 | $1,143,914 |
| EDUCATIONAL PRGM REV. | 611710 | $566,113 | $566,113 |
| FOUNDATION BENCHMARKER | 611710 | $521,322 | $521,322 |
| FOUNDATION WEB BUILDER | 611710 | $146,153 | $146,153 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $621,267 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $621,267 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,183,548 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,030 | TotalRevenueColumnAmt |
| Exclusion | $48,030 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $245,518 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $245,518 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,894,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,868,099 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,901 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,901 | TotalRevenueColumnAmt |
| Exclusion | $25,901 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISC. INCOME | 900099 | $1,064,146 | $1,064,146 | |
| PHILANTHROPY NEWS DIGE | 541800 | $224,503 | $224,503 | |
| VENDING MACHINE INCOME | 900099 | $340 | $340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,288,989 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,877,589 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,183,548 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $224,503 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,138,417 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,011,161 | TotalAmt |
| Program Services | $1,714,474 | ProgramServicesAmt |
| Management And General | $222,904 | ManagementAndGeneralAmt |
| Fundraising | $73,783 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,255,714 | TotalAmt |
| Program Services | $15,562,628 | ProgramServicesAmt |
| Management And General | $2,023,346 | ManagementAndGeneralAmt |
| Fundraising | $669,740 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,548,070 | TotalAmt |
| Program Services | $1,319,698 | ProgramServicesAmt |
| Management And General | $171,578 | ManagementAndGeneralAmt |
| Fundraising | $56,794 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,545,190 | TotalAmt |
| Program Services | $2,169,724 | ProgramServicesAmt |
| Management And General | $282,092 | ManagementAndGeneralAmt |
| Fundraising | $93,374 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,488,067 | TotalAmt |
| Program Services | $1,268,547 | ProgramServicesAmt |
| Management And General | $164,928 | ManagementAndGeneralAmt |
| Fundraising | $54,592 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,078 | TotalAmt |
| Management And General | $481,078 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,881 | TotalAmt |
| Management And General | $343,881 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,042 | TotalAmt |
| Program Services | $191,948 | ProgramServicesAmt |
| Management And General | $89,587 | ManagementAndGeneralAmt |
| Fundraising | $3,507 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $718,551 | TotalAmt |
| Program Services | $701,982 | ProgramServicesAmt |
| Management And General | $15,273 | ManagementAndGeneralAmt |
| Fundraising | $1,296 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,569,114 | TotalAmt |
| Program Services | $985,037 | ProgramServicesAmt |
| Management And General | $549,228 | ManagementAndGeneralAmt |
| Fundraising | $34,849 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,494,532 | TotalAmt |
| Program Services | $3,111,150 | ProgramServicesAmt |
| Management And General | $1,294,418 | ManagementAndGeneralAmt |
| Fundraising | $88,964 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Program Services | $1,000 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,096,979 | TotalAmt |
| Program Services | $1,257,626 | ProgramServicesAmt |
| Management And General | $764,867 | ManagementAndGeneralAmt |
| Fundraising | $74,486 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,209 | TotalAmt |
| Program Services | $93,552 | ProgramServicesAmt |
| Management And General | $118,168 | ManagementAndGeneralAmt |
| Fundraising | $5,489 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,609 | TotalAmt |
| Program Services | $67,609 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,704,847 | TotalAmt |
| Program Services | $1,790,434 | ProgramServicesAmt |
| Management And General | $825,691 | ManagementAndGeneralAmt |
| Fundraising | $88,722 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,988 | TotalAmt |
| Management And General | $163,988 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| SALES TAX EXPENSE | $208,064 | $208,064 |
| RECRUITMENT COSTS | $175,116 | $175,116 |
| REPAIRS AND MAINTENANCE | $64,732 | $64,732 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,439,944 | TotalAmt |
| Program Services | $30,683,321 | ProgramServicesAmt |
| Management And General | $7,511,027 | ManagementAndGeneralAmt |
| Fundraising | $1,245,596 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,428,240 | BOYAmt |
| EOY | $1,047,958 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,159,514 | BOYAmt |
| EOY | $30,474,044 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,032,009 | BOYAmt |
| EOY | $2,904,207 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,396,099 | BOYAmt |
| EOY | $3,243,545 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $471,452 | BOYAmt |
| EOY | $536,139 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,877,930 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,459,479 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,452,357 | BOYAmt |
| EOY | $10,418,451 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,807,836 | BOYAmt |
| EOY | $20,612,094 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,115 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $933,238 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,130,860 | BOYAmt |
| EOY | $69,236,438 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,517,752 | BOYAmt |
| EOY | $1,732,239 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,290,469 | BOYAmt |
| EOY | $11,813,951 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,984 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,815,888 | BOYAmt |
| EOY | $5,249,936 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,659,093 | BOYAmt |
| EOY | $18,796,126 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,025,449 | BOYAmt |
| EOY | $34,456,131 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,446,318 | BOYAmt |
| EOY | $15,984,181 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,471,767 | BOYAmt |
| EOY | $50,440,312 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,130,860 | BOYAmt |
| EOY | $69,236,438 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,437,645 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,834,982 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$304,082 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,687,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,611,116 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,834,354 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,423,009 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,331,121 | CurrentTaxYearAmt |
| Total | $63,887,196 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,687,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,611,116 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,834,354 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,423,009 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,331,121 | CurrentTaxYearAmt |
| Total | $63,887,196 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $26,280,842 | SubstantialContributorsTotAmt |
| Public Support Total170 | $37,606,354 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $384,989 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $517,871 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $402,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $722,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $293,548 | CurrentTaxYearAmt |
| Total | $2,321,031 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,140 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,846 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,730 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,598 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,064,486 | CurrentTaxYearAmt |
| Total | $1,088,800 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $67,297,027 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $100,404,795 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61900 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | VENDING MACHINE INCOME - 2016 AMOUNT: $ 2,140. 2017 AMOUNT: $ 1,846. 2018 AMOUNT: $ 1,730. 2019 AMOUNT: $ 1,055. 2020 AMOUNT: $ 340. MISC INCOME - 2019 AMOUNT: $ 17,543. 2020 AMOUNT: $ 1,064,146. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,367,766 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,361,766 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $18,729,532 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,722,785 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,644,981 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $17,367,766 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,262,314 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$539,529 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $14,722,785 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,343,417 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,944,840 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,943 | OtherExpendituresAmt |
| End Year Balance | $15,262,314 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,506,097 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $363,356 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,526,036 | OtherExpendituresAmt |
| End Year Balance | $13,343,417 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.90850 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.09150 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,141,185 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,891,628 | DepreciationAmt |
| Book Value | $3,249,557 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,999,479 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,434,897 | DepreciationAmt |
| Book Value | $564,582 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,737,266 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,132,954 | DepreciationAmt |
| Book Value | $6,604,312 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,418,451 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MULTI-STRATEGY EQUITY FUND | $15,110,765 | F |
| MULTI-STRATEGY BOND FUND | $5,501,329 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $20,612,094 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUMULATED POSTRETIREMENT BENEFIT OBLIGATION | $1,606,597 |
| DEFERRED RENT OBLIGATION | $3,643,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,249,936 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $45,654,007 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,834,982 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $941,436 | OtherRevenueAmt |
| Revenue Not Reported | $2,776,418 | RevenueNotReportedAmt |
| Revenue Subtotal | $42,877,589 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $42,877,589 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $40,685,462 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,245,518 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,245,518 | ExpensesNotReportedAmt |
| Expenses Subtotal | $39,439,944 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $39,439,944 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION HOLDS SECURITY DEPOSITS FOR TENANTS IN AN ESCROW ACCOUNT. THESE DEPOSITS ARE RETURNED TO THE TENANTS UPON TERMINATION OF THEIR LEASES. |
| PART V, LINE 4: | CANDID'S ENDOWMENT FUNDS AND BOARD-DESIGNATED AMOUNTS FOR LONG-TERM INVESTMENT CONSIST OF PERMANENTLY RESTRICTED NET ASSETS (ENDOWMENT FUNDS) AND A BOARD-DESIGNATED AMOUNT FOR LONG-TERM INVESTMENT. THE PERMANENTLY RESTRICTED NET ASSETS (ENDOWMENT FUNDS) ARE SUBJECT TO DONOR-IMPOSED STIPULATIONS THAT THE PRINCIPAL BE MAINTAINED PERMANENTLY BY CANDID. CANDID HAS THREE SEPARATE ENDOWMENTS AND IT IS PERMITTED TO USE THE INCOME EARNED ON THE RELATED INVESTMENTS FOR GENERAL PURPOSES, LIBRARY ACQUISITIONS AND PUBLIC EDUCATION. THE BOARD-DESIGNATED AMOUNT FOR LONG-TERM INVESTMENT IS A FUND SET ASIDE BY THE BOARD OF TRUSTEES FOR LONG-TERM INVESTMENT THAT ENSURE CANDID'S FINANCIAL STRENGTH AND AGILITY, AND PROVIDE A RESERVE FUND IN THE EVENT OF A FINANCIAL EMERGENCY. |
| PART X, LINE 2: | CANDID RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT CANDID HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. CANDID IS NO LONGER SUBJECT TO EXAMINATION BY THE APPLICABLE JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2017. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 245,518. POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC BENEFIT COST 71,353. TRANSFER OF NET ASSETS FROM GUIDESTAR 624,565. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 245,518. WRITE-OFF OF UNCOLLECTIBLE PLEDGE REPORTED ON PART XI, LINE 9 1,000,000. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | AS OF DECEMBER 31, 2020, AN ACTUARIAL GAIN OF $71,353 WAS NOT YET RECOGNIZED AS A COMPONENT OF NET PERIODIC POSTRETIREMENT BENEFIT COST. THIS GAIN IS RECORDED ON THE DECEMBER 31, 2020 STATEMENT OF CHANGES IN NET ASSETS WITHOUT DONOR RESTRICTIONS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRADFORD K SMITH | ||||||||||||||
| PRESIDENT | $584,164 | $0 | $20,969 | $0 | $21,024 | $0 | $52,450 | $0 | $25,273 | $0 | $703,880 | $0 | $0 | $0 |
| JACOB HAROLD | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $278,848 | $0 | $532 | $0 | $120 | $0 | $27,265 | $0 | $43,452 | $0 | $350,217 | $0 | $0 | $0 |
| JACOB K GARCIA | ||||||||||||||
| VP OF PRODUCTS | $297,880 | $0 | $1,053 | $0 | $180 | $0 | $27,451 | $0 | $12,591 | $0 | $339,155 | $0 | $0 | $0 |
| TRACY L WAKSLER | ||||||||||||||
| SR. DIR. OF PRODUCTS | $227,291 | $0 | $1,619 | $0 | $516 | $0 | $20,900 | $0 | $25,097 | $0 | $275,423 | $0 | $0 | $0 |
| JAMES DOBRZENIECKI | ||||||||||||||
| SENIOR ADVISOR | $212,131 | $0 | $1,431 | $0 | $1,524 | $0 | $20,725 | $0 | $25,273 | $0 | $261,084 | $0 | $0 | $0 |
| LISA L PHILP | ||||||||||||||
| SENIOR ADVISOR | $234,616 | $0 | $0 | $0 | $516 | $0 | $22,279 | $0 | $491 | $0 | $257,902 | $0 | $0 | $0 |
| KEVIN L MULDER | ||||||||||||||
| VP OF TECHNOLOGY | $208,912 | $0 | $0 | $0 | $108 | $0 | $20,549 | $0 | $26,773 | $0 | $256,342 | $0 | $0 | $0 |
| MIZMUN KUSAIRI | ||||||||||||||
| SECRETARY/VP OF PLANNING | $199,911 | $0 | $0 | $0 | $180 | $0 | $19,233 | $0 | $12,591 | $0 | $231,915 | $0 | $0 | $0 |
| ZOHRA ZORI | ||||||||||||||
| VP OF NETWORKS | $200,171 | $0 | $0 | $0 | $120 | $0 | $17,048 | $0 | $12,503 | $0 | $229,842 | $0 | $0 | $0 |
| JOSE RODRIQUEZ | ||||||||||||||
| SR. DIR. OF STRATEGIC PARTNERSHIPS | $154,597 | $0 | $1,430 | $0 | $38,287 | $0 | $15,019 | $0 | $13,703 | $0 | $223,036 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | REFER TO THE EXPLANATION FOR FORM 990, PART VI, SECTION B, LINE 15 ON SCHEDULE O. |
| PART I, LINE 7 | OFFICERS AND OTHER EMPLOYEES LISTED ON SCHEDULE J, PART II RECEIVED DISCRETIONARY BONUSES INCLUDED IN THEIR 2020 W-2S. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1: | EVERY YEAR, MILLIONS OF NONPROFITS SPEND TRILLIONS OF DOLLARS AROUND THE WORLD. CANDID FINDS OUT WHERE THAT MONEY COMES FROM, WHERE IT GOES, AND WHY IT MATTERS. THROUGH RESEARCH, COLLABORATION, AND TRAINING, CANDID CONNECTS PEOPLE WHO WANT TO CHANGE THE WORLD TO THE RESOURCES THEY NEED TO DO IT. CANDID'S DATA TOOLS ON NONPROFITS, FOUNDATIONS, AND GRANTS ARE THE MOST COMPREHENSIVE IN THE WORLD. CANDID GETS YOU THE INFORMATION YOU NEED TO DO GOOD. |
| FORM 990, PART III, LINE 4A: | MAJOR DATA COLLECTION AND PUBLICATIONS PROGRAM ACCOMPLISHMENTS IN 2020 INCLUDE THE FOLLOWING: OUR WORK FOCUSED ON DATA IN 2020 INCLUDED THE FOLLOWING PRODUCTS AND SERVICES: FOUNDATION DIRECTORY ONLINE (FDO) FDO PROVIDES SUBSCRIBERS WITH ACCESS TO TIMELY, COMPREHENSIVE INFORMATION ON U.S. GRANTMAKERS AND THEIR GRANTS, PLUS A GROWING NUMBER OF FOUNDATIONS LOCATED OUTSIDE OF THE U.S. THE PROFESSIONAL VERSION OF FDO IS ACCESSIBLE TO ORGANIZATIONS AND COMMUNITY STAKEHOLDERS AT NO COST THROUGH OUR FUNDING INFORMATION NETWORK (FIN). WE CONTINUED TO MAKE ENHANCEMENTS TO FDO TO BEST SERVE OUR USERS. IN 2020 WE ADDED TWO KEY FUNCTIONS: FDO SEARCH RESULTS NOW DISPLAY GUIDESTAR SEALS OF TRANSPARENCY AND RFPS. FUNDERS USE THE SEALS OF TRANSPARENCY TO GUIDE THEIR GIVING STRATEGIES. SEALS PROVIDE THEM WITH THE INFORMATION THEY NEED TO UNDERSTAND A NONPROFIT'S IMPACT AND HELP THEM DETERMINE THE CAUSES THEY SUPPORT. NOW IN FDO, SEARCH RESULTS AND RECIPIENT PROFILES INCLUDE GUIDESTAR SEALS OF TRANSPARENCY. ALSO, WHEN YOU SEARCH FOR A GRANTMAKER IN FDO, THE RESULTS NOW INCLUDE THE NUMBER OF RFPS CURRENTLY AVAILABLE FROM THAT FUNDER AND LINKS TO THE RFP WITH THEIR DEADLINES. FOUNDATION MAPS FOUNDATION MAPS IS CANDID'S PREMIER DATA VISUALIZATION TOOL AND THE EASIEST WAY TO SEE WHO IS FUNDING WHAT AND WHERE AROUND THE WORLD. WITH MILLIONS OF GRANTS FROM 2006 TO THE PRESENT, INNOVATIVE WAYS TO VISUALIZE FUNDING DATA, AND THE FLEXIBILITY AND PRECISION TO TAILOR RESEARCH, FOUNDATION MAPS HELPS FUNDERS AND NONPROFITS ACCESS THE KNOWLEDGE THEY NEED TO MAKE STRATEGIC DECISIONS AND STRENGTHEN THEIR IMPACT. GLOBAL DATA CANDID HAS FORGED DEEP, SUBSTANTIVE RELATIONSHIPS WITH GLOBAL, REGIONAL, AND COUNTRY-LEVEL ORGANIZATIONS TO FACILITATE DATA-GATHERING AND KNOWLEDGE-SHARING BY THEIR MEMBERSHIPS. AS THE LEADER IN PHILANTHROPIC DATA COLLECTION AND DISSEMINATION, WE ASSIST ORGANIZATIONS AROUND THE GLOBE IN COLLECTING AND ORGANIZING THEIR REGION'S PHILANTHROPY DATA BY SHARING WHAT WE HAVE LEARNED OVER THE PAST 64 YEARS ABOUT DATA ACQUISITION AND DATA ARCHITECTURE. IN 2020 WE LAUNCHED THE COMMUNITY PHILANTHROPY DIRECTORY, A FREE GLOBAL DATABASE OF COMMUNITY PHILANTHROPY ORGANIZATIONS AND A REFERENCE TOOL FOR THE FIELD OF COMMUNITY PHILANTHROPY, AND A REPORT TITLED MEASURING WHAT MATTERS IN COLLABORATION WITH THE GLOBAL FUND FOR COMMUNITY FOUNDATIONS AND PHILANTHROPY FOR SOCIAL JUSTICE AND PEACE. GUIDESTAR OUR GUIDESTAR DATABASE CURRENTLY INCLUDES DATA ON 1.8 MILLION REGISTERED NONPROFITS, MAKING IT EASIER TO UNDERSTAND WHO THEY ARE AND WHAT THEY DO. WE CONTINUE TO IMPROVE UPON THE WAY WE COLLECT AND DISPLAY OUR DATA TO HELP NONPROFITS SHARE THEIR WORK IN THE MOST MEANINGFUL WAYS. SINCE LAUNCHING THE PLATINUM SEAL IN MAY 2016, NONPROFITS HAVE BEEN ABLE TO REPORT PROGRESS TOWARD THEIR MISSION IN QUANTITATIVE TERMS THAT INCLUDE OUTPUT AND OUTCOME METRICS. WE HAVE FOUND THAT PLATINUM PROFILES GET 50 PERCENT MORE VIEWS THAN OTHER GUIDESTAR NONPROFIT PROFILES.AS OF DECEMBER 2020, MORE THAN 11,500 ORGANIZATIONS HAVE EARNED THE PLATINUM SEAL. PREVIOUSLY, ALL DEMOGRAPHIC DATA WAS IN AN OPTIONAL SECTION OF THE GUIDESTAR PROFILE AND DID NOT AFFECT AN ORGANIZATION'S ABILITY TO EARN A GUIDESTAR SEAL OF TRANSPARENCY BECAUSE WE RECOGNIZE COLLECTING THIS DATA CAN BE A CHALLENGE. WE DO BELIEVE THAT IT IS IMPORTANT TO SHARE THE DEMOGRAPHIC INFORMATION OF ORGANIZATIONS' LEADERSHIP, AND IN 2020 WE MADE JUST THIS ASPECT OF THE DEMOGRAPHIC DATA COLLECTION NECESSARY TO EARN THE GOLD SEAL OF TRANSPARENCY. THIS FEATURE ALLOWS USERS TO IDENTIFY BIPOC-LED ORGANIZATIONS. THE ACT OF SHARING DEMOGRAPHIC DATA OFTEN CAUSES STAFF TO REFLECT ON THEIR RESPECTIVE ORGANIZATIONS' EQUITY JOURNEYS, HELPS US LEARN MORE ABOUT WHERE WE ARE COLLECTIVELY AS A SECTOR, AND GIVES A MORE COMPLETE ORGANIZATIONAL PICTURE TO FUNDERS. IN 2020 WE LAUNCHED THE BULK CHECK FEATURE, WHICH WILL ALLOW ANNUAL CHARITY CHECK AND GUIDESTAR PRO SUBSCRIBERS TO RUN A SINGLE REPORT THAT PROVIDES THE CHARITY CHECK STATUS OF ALL ORGANIZATIONS IN THEIR WATCH LISTS. THE REPORT ALSO INCLUDES THE ORGANIZATIONS' SEAL LEVELS (MANY GRANTMAKERS REQUIRE GRANTEES TO MAINTAIN A CERTAIN SEAL LEVEL), ANY SPECIAL MESSAGING (OFAC, REVOCATIONS, ETC.), BASIC ORGANIZATION INFORMATION (EIN, NAME, LOCATION) AND LINKS TO THE CHARITY CHECK PDF REPORTS FOR EACH GRANTEE. REGIONAL GIVING DASHBOARDS CANDID'S REGIONAL GIVING DASHBOARDS PROVIDE AN AT-A-GLANCE OVERVIEW OF INSTITUTIONAL PHILANTHROPY FOR REGIONS ACROSS THE COUNTRY AND AROUND THE WORLD. CURRENTLY 22 REGIONS HAVE A TEMPLATE VIEW OF THEIR LOCAL PHILANTHROPIC SECTOR THANKS TO OUR WORK WITH THE REGIONAL ASSOCIATIONS AND THE UNITED PHILANTHROPY FORUM. THESE DASHBOARDS ARE PUBLIC FACING AND CONTINUE TO BE UPDATED WITH THE LATEST DATA AVAILABLE. ISSUELAB ISSUELAB REPRESENTS ONE OF THE LARGEST PLATFORMS OF SOCIAL SECTOR KNOWLEDGE, CONTAINING NEARLY 30,000 PUBLICLY AVAILABLE RESOURCES PRODUCED BY MORE THAN 7,600 ORGANIZATIONS. THE PLATFORM IS INCREASINGLY INVOLVED IN CURATING AND SHARING SPECIAL COLLECTIONS OF KNOWLEDGE TO HELP INFORM BOTH FUNDERS AND PRACTITIONERS. DURING THE GRANT PERIOD, WE ADDED 671 REPORTS TO ISSUELAB AND MADE RELEVANT NEW REPORTS AVAILABLE IN OUR KNOWLEDGE CENTERS AND SPECIAL COLLECTIONS. PHILANTHROPY NEWS DIGEST (PND) PND, A DAILY NEWS SERVICE OF CANDID, IS A COLLECTION OF PHILANTHROPY-RELATED ARTICLES AND FEATURES CULLED FROM PRINT AND ELECTRONIC MEDIA OUTLETS NATIONWIDE AS WELL AS RFPS FROM FOUNDATIONS AND JOB LISTINGS. MORE THAN 1.8 MILLION PEOPLE RELIED ON PND AS A SOURCE OF INFORMATION ABOUT THE SOCIAL SECTOR IN 2020. PHILANTOPIC, THE PND BLOG, PROVIDES OPINIONS AND COMMENTARY ON THE CHANGING WORLD OF PHILANTHROPY AND PUBLISHED 133 POSTS IN 2020. |
| FORM 990, PART III, LINE 4B: | MAJOR LIBRARY/LEARNING CENTER AND OTHER PUBLIC SERVICES ACCOMPLISHMENTS IN 2020 INCLUDE THE FOLLOWING: WITH THE GENEROUS SUPPORT OF OUR DONORS, WE ARE LEVELING THE PLAYING FIELD FOR UNDER-RESOURCED NONPROFITS AND SOCIAL SECTOR LEADERS TO INCREASE THEIR EFFECTIVENESS AT A LOCAL, NATIONAL, AND GLOBAL LEVEL. IN 2020, WE HAD TO CHANGE HOW AND WHERE WE SERVED OUR AUDIENCES. WHAT STARTED WITH POSTPONING A FEW CLASSES IN CITIES WHERE COVID-19 HIT HARD QUICKLY LED TO LARGE-SCALE COURSE CANCELLATIONS. WITH DOZENS OF IN-PERSON CANDID EVENTS SCHEDULED TO TAKE PLACE ACROSS THE U.S. EACH MONTH, WE SHIFTED TO MAKE ALL OUR TRAININGS VIRTUAL FOR THE FORESEEABLE FUTURE. WE CONTINUED TO SERVE MILLIONS OF PEOPLE ONLINE AND ADAPTED BY PROVIDING VIRTUAL ACCESS TO OUR DATABASES THROUGH OUR 400+ FUNDING INFORMATION NETWORK PARTNER LOCATIONS (FINS). CANDID LEARNING GRANTSPACE IS NOW CANDID LEARNING. IN JULY 2020, WE LAUNCHED CANDID LEARNING, A SINGLE DESTINATION FOR TRAININGS, RESOURCES, AND LEARNING EXPERIENCES. IT INCORPORATES ALL LIVE TRAININGS, ON-DEMAND LEARNING RESOURCES, AND TOOLS PREVIOUSLY FOUND ON GRANTSPACE. CANDID LEARNING ALSO INCLUDES PATHWAYS TO CONTENT FROM GRANTCRAFT AND GLASSPOCKETS. THROUGH SHARING PEER WISDOM, CASE STUDIES, AND THOUGHT LEADERSHIP, GRANTCRAFT AND GLASSPOCKETS OFFER OPPORTUNITIES TO IMPROVE PHILANTHROPIC EFFECTIVENESS. CANDID'S EDUCATIONAL MODEL OFFERS A COMBINATION OF IN-PERSON AND ONLINE TRAININGS. IN MARCH 2020, OUR PROGRAM STAFF WORKED DILIGENTLY TO SHIFT OUR CORE, IN-PERSON CLASSES TO ONLINE PROGRAMMING WHILE ALSO DEVELOPING NEW AND TIMELY PROGRAMS TO SUPPORT NONPROFITS AS THEY STRUGGLE TO NAVIGATE THE NEW LANDSCAPE. EVENTS IN THE SERIES INCLUDED: RAISING FUNDS IN THE COVID-19 ERA, ATTAINING CORPORATE AND PHILANTHROPIC SUPPORT DURING COVID-19, SHIFTING YOUR EVENTS ONLINE DURING COVID-19, AND MANY MORE. LIBRARIES ARE CRITICAL SOCIAL INFRASTRUCTURE, ESPECIALLY IN TIMES OF CRISIS. WITH ACCESS TO PUBLIC SPACES SEVERELY LIMITED DUE TO THE PANDEMIC, WE WERE GRATEFUL TO HAVE OUR EBOOKS LIBRARY ACCESSIBLE TO ANYONE, ANYWHERE, ANYTIME. THIS VIRTUAL LIBRARY IS A CURATED COLLECTION OFFREE ONLINE LITERATUREON TOPICS PERTINENT TO THE SOCIAL SECTOR, SUCH AS FUNDRAISING,NONPROFIT MANAGEMENT, SOCIAL ENTREPRENEURSHIP, AND BOARD DEVELOPMENT. IN ADDITION TO OUR ONLINE LEARNING TOOLS AND IN-PERSON TRAININGS, OUR ONLINE LIBRARIAN SERVICE MADE IT EASY FOR PEOPLE TO ENGAGE WITH OUR TEAM OF EXPERTS TO GET ANSWERS TO THEIR QUESTIONS ABOUT FOUNDATIONS, PHILANTHROPY, FUNDRAISING, AND NONPROFITS. WE ALSO CONTINUED TO PROVIDE ACCESS TO AUDIENCES THAT ARE OFTEN UNDERSERVED. THROUGH CANDID LEARNING WE PROVIDE ARTICLES, WEBINARS, TUTORIALS, AND OTHER MATERIALS IN SPANISH. OUR KEY TRAINING RESOURCES ARE AVAILABLE FOR DOWNLOAD IN BOTH ENGLISH AND SPANISH, AND WE CONTINUE TO SERVE PEOPLE WITH VISUAL IMPAIRMENTS. FUNDING INFORMATION NETWORK (FIN) CANDID'S FIN CONSISTS OF 400+ COMMUNITY-BASED ORGANIZATIONS THAT STRENGTHEN THEIR LOCALITIES BY OFFERING A SUITE OF OUR TRAININGS AND DATABASES FREE OF CHARGE TO THE PUBLIC. DUE TO THE COVID-19 PANDEMIC, WE ENABLED OUR FINS TO OFFER THEIR COMMUNITIES FREE, TEMPORARY, REMOTE ACCESS TO FOUNDATION DIRECTORY ONLINE (FDO) FOR THEIR FUNDRAISING RESEARCH NEEDS. OPENING ACCESS IN THIS WAY HELPED INCREASINGLY PRECARIOUS NONPROFITS USE OUR FINS TO ACCESS OUR PRODUCTS DESPITE WIDESPREAD LOCKDOWNS. CF (COMMUNITY FOUNDATION) INSIGHTS CF INSIGHTS IS THE LEADER IN DATA COLLECTION AND RESEARCH FOR THE COMMUNITY FOUNDATION FIELD IN THE U.S. WITH A REPUTATION FOR BENCHMARKING AND ANALYSIS OF TRENDS. CF INSIGHTS CONTINUED TO DELIVER A HIGH LEVEL OF SERVICE TO ITS MEMBERS, PUBLISHED THE ANNUAL UPDATE TO THE COLUMBUS SURVEY, AND LAUNCHED A NEW COMMUNITY LEADERSHIP ASSESSMENT TOOL. IN THE SUMMER OF 2020, CF INSIGHTS RELEASED THE COLUMBUS SURVEY RESULTS DASHBOARD, WHICH PROVIDES ACCESS TO THE MOST UP-TO-DATE, COMPREHENSIVE DATASET REFLECTING THE CURRENT FINANCIAL STATE OF COMMUNITY FOUNDATIONS IN THE U.S. THE COMMUNITY LEADERSHIP ASSESSMENT TOOL HELPS COMMUNITY FOUNDATIONS BETTER UNDERSTAND THEIR LEVEL OF ENGAGEMENT ACROSS SEVERAL DIMENSIONS SUCH AS THE LIFTING UP OF COMMUNITY VOICE, POLICY ADVOCACY, COORDINATION AMONG NETWORKS, A COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION, AND MUCH MORE. IT EMERGED FROM AN 18-MONTH DEVELOPMENT PROCESS OF INTERVIEWING FIELD LEADERS, A THOROUGH REVIEW OF RELATED TOOLS, AND TWO PILOT STUDIES. CF INSIGHTS, IN PARTNERSHIP WITH ISSUELAB, HAS ALSO BUILT A KNOWLEDGE CENTER CONSISTING OF RESEARCH PUBLISHED OR FUNDED BY COMMUNITY FOUNDATIONS, AS WELL ASPUBLICATIONS BY OTHER ORGANIZATIONS SPECIFICALLY CONCERNING THE FIELD. THIS RESOURCE IS AVAILABLE FREE OF CHARGE, AND WILL SEE CONTINUAL UPDATES, ALL CURATED BY CF INSIGHTS STAFF. |
| FORM 990, PART III, LINE 4C: | MAJOR RESEARCH AND OTHER PROGRAMS ACCOMPLISHMENTS IN 2020 INCLUDE THE FOLLOWING: CANDID DEVELOPS DATA-DRIVEN TOOLS AND CONTENT-RICH PLATFORMS FOR FUNDERS AND THEIR NETWORKS, CONSULTANTS, ADVISORS, AND GRANTEES THAT ARE DESIGNED TO ANSWER FUNDAMENTAL QUESTIONS SUCH AS: WHO IS FUNDING WHAT AND WHERE? HOW CAN WE KNOW WHAT OTHER FUNDERS KNOW? HOW CAN WE MAKE THE MOST OF WHAT WE ARE LEARNING? FOUNDATION LANDSCAPES WE CREATE KNOWLEDGE PORTALS THAT GIVE USERS A BETTER PERSPECTIVE ON INDIVIDUAL ISSUE AREAS. WE USE DATA VISUALIZATION TOOLS, NEWS, AND ORIGINAL RESEARCH TO ILLUMINATE KEY ISSUES IN PHILANTHROPY. THESE PROJECTS, KNOWN AS FOUNDATION LANDSCAPES, ARE DESIGNED FOR ONGOING UPDATES AND MAKE IT EASY FOR DONORS TO SCAN THE LANDSCAPE TO REVEAL OPPORTUNITIES, NEEDS, AND GAPS AND SEE HOW THEIR PAST, CURRENT, AND FUTURE EFFORTS FIT INTO THE BROADER FIELD. IN 2020, CANDID LAUNCHED FOUR NEW FOUNDATION LANDSCAPES: PHILANTHROPIC RESPONSE TO CORONAVIRUS (COVID-19), SOLUTIONS BANK, POWEROF, AND PHILANTHROPY IN EAST AFRICA. WE ALSO MADE SIGNIFICANT UPDATES TO OUR FUNDING FOR RACIAL EQUITY SPECIAL ISSUE PAGE. PHILANTHROPIC RESPONSE TO CORONAVIRUS (COVID-19) [CANDID.ORG/CORONAVIRUS] IS CANDID'S RESPONSE TO THE NOVEL CORONAVIRUS, GUIDED BY OUR MISSION TO GET PEOPLE THE INFORMATION THEY NEED TO DO GOOD. WE REGULARLY UPDATE OUR CORONAVIRUS SPECIAL TOPIC PAGETO SHARE THE PHILANTHROPIC RESPONSE TO COVID-19, INCLUDING MORE THAN $16 BILLION IN GRANTS, FUNDING OPPORTUNITIES, RFPS, NEWLY CREATED FUNDS, WEBINARS, BLOG POSTS, AND THE LATEST NEWS. THIS PAGE IS MEANT FOR NONPROFITS SEEKING SUPPORT BECAUSE OF THE CRISIS, FUNDERS WHO WISH TO LEARN WHAT THEIR PEERS ARE DOING, THE MEDIA, AND ALL WHO WISH TO KNOW MORE ABOUT PHILANTHROPY'S RESPONSE TO THE PANDEMIC. SOLUTIONS BANK [SOLUTIONSBANK.CANDID.ORG], BUILT IN PARTNERSHIP WITH THE JOHN D. AND CATHERINE T. MACARTHUR FOUNDATION AND LEVER FOR CHANGE, IS YOUR GO-TO RESOURCE FOR ACCELERATING SOCIAL CHANGE AROUND THE WORLD'S BIGGEST CHALLENGES. IT INCLUDES PROPOSALS SUBMITTED BY COMPETITIONS MANAGED BY LEVER FOR CHANGE, AN AFFILIATE OF THE MACARTHUR FOUNDATION. NO SINGLE FOUNDATION CAN FUND THEM ALL, BUT AS A FIELD, WE CAN DISCOVER AND FUND BIG SOLUTIONS THAT ORGANIZATIONS HAVE ALREADY MAPPED OUT. THE SOLUTIONS BANK DEMONSTRATES HOW A PROPOSAL MARKET PLACE WHICH WOULD SAVE TIME FOR BOTHGRANTMAKERSAND GRANTEES COULD WORK. POWEROF.ORG IS A COLLABORATIVE EFFORT FROM SEVERAL SOCIAL SECTOR ORGANIZATIONS INCLUDING THE BILL & MELINDA GATES FOUNDATION, CANDID, CHARITY NAVIGATOR, DONORSCHOOSE, GIVING COMPASS, GIVING TUESDAY, GLOBALGIVING AND VOLUNTEERMATCH. IT WAS LAUNCHED TO CONNECT PEOPLE WHO WANT TO MAKE A DIFFERENCE WITH ORGANIZATIONS ADDRESSING THE IMPACT OF COVID-19. THE SITE AGGREGATES THOUSANDS OF LISTINGS FROM THESE PARTNERS AND ALLOWS ANYONE TO EASILY SEARCH WITHIN A SPECIFIC GEOGRAPHY OR AREA OF NEED, SUCH AS SUPPORTING SCHOOLS OR AIDING DIRECT RESPONSE WORK IN LOCAL COMMUNITIES. PHILANTHROPY IN EAST AFRICA [PHILEASTAFRICA.ORG], BUILT IN PARTNERSHIP WITH EAST AFRICA PHILANTHROPY NETWORK, ILLUMINATES THE PHILANTHROPIC COMMUNITY IN KENYA, UGANDA, AND TANZANIA. THIS FREE WEBSITE FEATURES RESEARCH, THE LATEST AVAILABLE FUNDING DATA, INSIGHTS, HISTORY, AND OTHER RESOURCES TOHIGHLIGHTTHEPHILANTHROPIC WORK IN THE REGION. THE WEBSITE CENTRALIZES INFORMATION AND HELPS USERS CONNECT TO THE PHILANTHROPIC COMMUNITY IN EAST AFRICA. ALONG WITH ELEVATING THE CURRENT WORK IN THESE COUNTRIES,THESITEHIGHLIGHTS FUTURE TRENDS, STRATEGIES, AND INITIATIVES AND PROVIDES AVENUES FOR PEOPLE AND ORGANIZATIONS TO WORK TOGETHER ON THE CAUSES THAT MATTER TO THE MOST. FUNDING FOR RACIAL EQUITY [CANDID.ORG/RACIALEQUITY] IS CANDID'S HUB FOR THE INFORMATION YOU NEED TO UNDERSTAND THE ISSUES SURROUNDING RACIAL EQUITY. THROUGH THIS PAGE, WE ENABLE THE SECTOR TO FIND KEY DATA ON WHO IS FUNDINGRACIALEQUITY WORK AND HELP ORGANIZATIONS TELL THEIR STORIES, LEARN KEY SKILLS, AND SHARE KNOWLEDGE. WE OFFER FREE WEBINARS ON VARIOUS EQUITY TOPICS AND SHARE THOUGHT LEADERSHIP PIECES FROM SOCIAL SECTOR LEADERS. WE MADE THE PAGE MORE DYNAMIC AND USER FRIENDLY. THIS INCLUDED A DESIGN OVERHAUL AND ADDING THE FOLLOWING SECTIONS: A FEATURED ORGANIZATIONS SECTION HIGHLIGHTING BIPOC-LED ORGANIZATIONS THAT FOCUS ON RACIAL EQUITY ISSUES AND DEMONSTRATE THE HIGHEST LEVELS OF TRANSPARENCY ON GUIDESTAR, AND A RELATED RESEARCH SECTION WHICH PULLS FROM OUR ISSUELAB KNOWLEDGE CENTERS ON RACE & POLICING AND BLACK MALE ACHIEVEMENT. RESEARCH REPORTS WE PRODUCED SEVERAL NEW REPORTS AND PUBLISHED ANNUAL UPDATED EDITIONS TO EXISTING REPORTS IN 2020: WE LAUNCHED OUR LATEST GRANTCRAFT GUIDE, TEAMING UP FOR ADVOCACY: HOW TO EFFECTIVELY USE A COLLABORATIVE TO DRIVE CHANGE, WHICH CAPTURES THE WISDOM OF PHILANTHROPIC LEADERS WHO HAVE PARTICIPATED IN MULTI-PARTY ADVOCACY COLLABORATIVES. IT SYNTHESIZES INFORMATION TO DIG DEEPER AND UNDERSTAND THE PAIN POINTS AND LEVERS OF SUCCESS TIED TO FUNDING ADVOCACY AND DONOR COLLABORATIVES. WE LAUNCHED A REPORT TITLED KEY FACTS ON U.S. NONPROFITS AND FOUNDATIONS WHICH OFFERS AT-A-GLANCE INFORMATION ABOUT THE NONPROFIT SECTOR. WE ANSWER QUESTIONS LIKE WHERE NONPROFIT REVENUE COMES FROM, WHETHER FOUNDATION GIVING IS GROWING, AND MORE. THIS REPORT IS TRULY A BLEND OF OUR FORMER ORGANIZATIONS AS IT DRAWS UPON GUIDESTAR'S NINE THINGS YOU MIGHT NOT KNOW ABOUT U.S. NONPROFITS AND FOUNDATION CENTER'S KEY FACTS ON U.S. FOUNDATIONS. CANDID AND HUMAN RIGHTS FUNDERS NETWORK RELEASED A NEW REPORT, ADVANCING HUMAN RIGHTS: 2017 KEY FINDINGS,THAT SHOWS HOW HUMAN RIGHTS FUNDERS ARE MAKING IMPORTANT CONTRIBUTIONS TO COMBAT INJUSTICE AND INEQUALITY. THIS LATEST REPORT INCLUDES KEY INSIGHTS FROM GRANTS DATA BETWEEN 2016 AND 2017 SUCH AS: TOTAL GRANT DOLLARS FOR HUMAN RIGHTS ROSE BY 23 PERCENT, THE NUMBER OF GRANTS INCREASED BY 16 PERCENT, AND THE PROPORTION OF FUNDING REPORTED AS FLEXIBLE GENERAL SUPPORT INCREASED BY 50 PERCENT. THIS RESEARCH WAS CONDUCTED IN PARTNERSHIP WITH ARIADNE-EUROPEAN FUNDERS FOR SOCIAL CHANGE AND HUMAN RIGHTS, AND PROSPERA-INTERNATIONAL NETWORK OF WOMEN'S FUNDS, AND IS THE LATEST PRODUCT OF TEN YEARS OF COLLABORATION. WE RELEASED PHILANTHROPY FOR A SAFE, HEALTHY, AND JUST WORLD,A FIRST-OF-ITS-KIND STUDY THAT IDENTIFIES CLEAR OPPORTUNITIES AND CHALLENGES IN SUPPORTING PEACE-BUILDING ACTIVITIES. CURRENTLY, LESS THAN ONE PERCENT OF PHILANTHROPIC FUNDING SUPPORTS PEACE AND SECURITY. 823 ORGANIZATIONS WORLDWIDE RESPONDED TO A SURVEY CONDUCTED BY CANDID AND CENTRIS AND FUNDED BY PEACE NEXUS WHICH FORMED THE BASIS OF THE STUDY. THE STUDY SHEDS LIGHT ON WHAT MOTIVATES CIVIL SOCIETY ORGANIZATIONS TO SUPPORT - OR NOT SUPPORT - PEACE-RELATED WORK, ADDRESSES COMMON MISCONCEPTIONS ABOUT PEACE BUILDING, AND SUGGESTS CONCRETE RECOMMENDATIONS TO ENABLE GREATER INVOLVEMENT AND INVESTMENT. CANDID AND THE CENTER FOR DISASTER PHILANTHROPY PARTNERED TO LAUNCH A REPORT TITLED PHILANTHROPY AND COVID-19 IN THE FIRST HALF OF 2020 WHICH PROVIDES KEY FINDINGS ABOUT HOW INSTITUTIONAL GRANTMAKERS AND DONORS HAVE RESPONDED TO THE CORONAVIRUS PANDEMIC. THE REPORT FOUND THAT DURING THE FIRST HALF OF 2020, THE $11.9 BILLION GIVEN IN RESPONSE TO THE COVID-19 PANDEMIC FAR EXCEEDED PHILANTHROPY FOR PREVIOUS DISASTERS. IT ALSO REVEALED THAT FOUNDATIONS AND INDIVIDUAL DONORS STEPPED UP TO MEET IMMEDIATE NEEDS AND SERVICES ARISING FROM THE PANDEMIC. ONLY FIVE PERCENT OF FUNDING BY FOUNDATIONS AND PUBLIC CHARITIES TO SPECIFIED RECIPIENTS, HOWEVER, WAS EXPLICITLY DIRECTED FOR PERSONS AND COMMUNITIES OF COLOR, WHICH HAVE BEEN HIT HARD BY THE VIRUS. WE ALSO PARTNERED WITH THE CENTER FOR DISASTER PHILANTHROPY TO PUBLISH OUR SEVENTH ANNUAL EDITION, MEASURING THE STATE OF DISASTER PHILANTHROPY 2020: DATA TO DRIVE DECISIONS. IT EXAMINES THE NEARLY $468 MILLION THAT FOUNDATIONS AND PUBLIC CHARITIES PROVIDED FOR DISASTERS AND HUMANITARIAN CRISES IN 2018, THE LATEST YEAR FOR WHICH WE HAVE COMPREHENSIVE DATA.THE DATA PRESENTED IN THE REPORT ILLUMINATE FUNDING TRENDS, EXPOSE IMBALANCES IN WHERE AND WHEN CONTRIBUTIONS ARE MADE, AND CAN HELP DONORS MAKE MORE STRATEGIC DECISIONS ABOUT THEIR INVESTMENTS IN THE FULL LIFE CYCLE OF DISASTERS, INCLUDING PREPAREDNESS AND RECOVERY EFFORTS. WE ALSO UPDATED THE FUNDING DASHBOARD AND DISASTER MAP WITH 2018 DATA. HOW FUNDERS RESPONDED TO DISASTERS IN THE RECENT PAST CAN PROVIDE INFORMATION ON HOW FUNDERS CAN BETTER RESPOND TO DISASTERS TODAY. |
| FORM 990, PART III, LINE 4C: | WE PARTNERED WITH THE PEACE AND SECURITY FUNDERS GROUP TO LAUNCH THE 2020 VERSION OF THE PEACE AND SECURITY FUNDING INDEX THROUGH WHICH WE AIM TO ILLUMINATE THIS FIELD OF GRANTMAKING AND PROVIDE A NUANCED UNDERSTANDING OF THE ISSUES AND STRATEGIES. THE INDEX TRACKS FUNDING FOR WORK TO PREVENT FUTURE CONFLICT, RESOLVE EXISTING CONFLICT, AND SUPPORT STABILITY AND PEACE ACROSS 24 ISSUE AREAS (E.G., PEACEBUILDING, NUCLEAR ISSUES). IT INCLUDES GRANTMAKING BY INSTITUTIONAL FUNDERS, INCLUDING PRIVATE FOUNDATIONS, PUBLIC CHARITIES, AND COMMUNITY FOUNDATIONS. CANDID AND THE CAMPAIGN FOR BLACK MALE ACHIEVEMENT LAUNCHED THE BLACK MALE ACHIEVEMENT LEGACY COLLECTION, AN ARCHIVE OF KNOWLEDGE AND RESOURCES THAT HAVE BEEN CURATED OVER OUR NINE-YEAR PARTNERSHIP. THIS COLLECTION OF MORE THAN 250 REPORTS OFFERS DATA, ANALYSIS, AND RECOMMENDATIONS TO STRENGTHEN THE FIELD OF BLACK MALE ACHIEVEMENT. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE AMENDED IN FEBRUARY 2020. SIGNIFICANT CHANGES INCLUDED: 1. ADDS VICE-CHAIR OFFICER ROLE, IN ADDITION TO CHAIR'S ROLE TO EXTENSION OF TERM BEYOND THREE TERM LIMIT. |
| FORM 990, PART VI, SECTION B, LINE 11B | CANDID'S FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTING FIRM, PKF O'CONNOR DAVIES. THE FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S VP OF FINANCIAL STRATEGY AND PRESIDENT. SUBSEQUENTLY, THE AUDIT COMMITTEE OF CANDID'S BOARD OF TRUSTEES AND THE FULL BOARD RECEIVE AN ELECTRONIC COPY OF THE FORM 990 AND REVIEWS THE RETURN. AFTER RESPONDING TO ALL INQUIRIES AND MAKING ANY NECESSARY CHANGES, THE FINAL FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO ITS FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS OBTAINED ANNUALLY FROM ALL TRUSTEES, OFFICERS, MANAGER AND OTHER KEY EMPLOYEES WHO ARE CURRENTLY SERVING CANDID. A REPORT SUMMARIZING THE DISCLOSURE STATEMENTS IS PROVIDED TO THE BOARD OF TRUSTEES ANNUALLY. IT IS CANDID'S POLICY THAT IN THE EVENT OF A CONFLICT THE FOLLOWING IS DONE: IF THERE IS A CONFLICT RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE BOARD OF TRUSTEES, AND THE TRUSTEE CONCERNED SHALL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING A CONFLICT MAY ANSWER QUESTIONS THAT SHALL ARISE FROM THE BOARD OF TRUSTEES, BUT SHALL RETIRE FROM THE ROOM IN WHICH THE BOARD IS MEETING AND SHALL NOT PARTICIPATE IN ANY DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. WHEN THERE IS DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY VOTE OF THE BOARD OF TRUSTEES OR ITS COMMITTEE, EXCLUDING FROM THE ROOM AND THE VOTE THE PERSON WHOSE SITUATION WILL BE DISCUSSED. WHEN A CONFLICT OF INTEREST ARISES FOR ANY STAFF MEMBER EXCEPT THE PRESIDENT, THAT STAFF MEMBER SHALL REPORT IT TO THE PRESIDENT IN WRITING. A CONFLICT OF INTEREST RELATING TO THE PRESIDENT SHALL BE REPORTED IN WRITING TO THE CHAIR OF THE BOARD. IN ADDITION, IF THE CONFLICTED PARTY HAS A SUBSTANTIAL FINANCIAL INTEREST IN THE MATTER, THE BOARD WOULD NEED TO CONSIDER ALTERNATIVES. |
| FORM 990, PART VI, SECTION B, LINE 15 | CANDID'S BOARD OF TRUSTEES, CONSISTING OF INDEPENDENT PERSONS, ESTABLISHES COMPENSATION FOR THE PRESIDENT AND REVIEWS THE COMPENSATION FOR THE OTHER OFFICER(S) AND VICE PRESIDENTS ON AN ANNUAL BASIS. PRIOR TO MAKING COMPENSATION DECISIONS, THE BOARD OBTAINS INFORMATION ON THE COMPENSATION OF FUNCTIONALLY COMPARABLE POSITIONS FOR SIMILARLY QUALIFIED PERSONS AT SIMILARLY SITUATED ORGANIZATIONS AND/OR BENCHMARK SALARIES FOR SELECT POSITIONS OBTAINED FROM SALARY SURVEYS. DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS WERE MADE VIA EMAIL. THE COMPENSATION REVIEW PROCESS WAS LAST UNDERTAKEN IN NOVEMBER 2020. |
| FORM 990, PART VI, SECTION C, LINE 19 | CANDID'S AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT FOR THE PAST FIVE YEARS ARE POSTED ON ITS WEBSITE AND ARE DOWNLOADABLE. IN ADDITION, GOVERNANCE AND STAFFING POLICIES ARE POSTED, INCLUDING THE CODE OF CONDUCT (WHICH INCLUDES THE CONFLICT OF INTEREST POLICY), DIVERSITY STATEMENT AND THE EXECUTIVE COMPENSATION POLICY. |
| FORM 990, PART XI, LINE 9: | POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC BENEFIT COST 71,353. TRANSFER OF NET ASSETS FROM GUIDESTAR 624,565. WRITE-OFF OF UNCOLLECTIBLE PLEDGE -1,000,000. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUIDESTAR USA INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 COURTHOUSE STREET STE 220 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 231882678 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541774039 | EIN |
| Primary Activities | PROVIDING INFORMATION ON NONPROFIT AND PHILANTHROPIC ORGANIZATIONS | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANDID | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GUIDESTAR USA INC | ||
| Q | $881,241 | COST |
| GUIDESTAR USA INC | ||
| S | $973,126 | COST |