2020-11-09T10:32:17-06:00 2019-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2019-01-01 010669150 GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS GRAN 2028981823 1310 L STREET NW NO 650 WASHINGTON DC 20005 MARCUS WALTON PRESIDENT AND CEO 2028981842 2020-11-05 1 HOLLY CAPORALE P00235685 3019860600 2020-11-05 108.31.200.98 2020-11-05 11:15:03 ES P 9EB6C7ABDF90341FC865DF237D0CFEE310B22885 9EB6C7ABDF90341FC865DF237D0CFEE310B22885 2019 2021-01-29 14:40:06Z MARCUS WALTON 1310 L STREET NW NO 650 WASHINGTON DC 20005 3786297 0 X WWW.GEOFUNDERS.ORG. X 2002 DC UNDERSTANDING THAT GRANTMAKERS ARE SUCCESSFUL ONLY TO THE EXTENT THAT THEIR GRANTEES ACHIEVE MEANINGFUL RESULTS, GEO PROMOTES STRATEGIES AND PRACTICES THAT CONTRIBUTE TO GRANTEE SUCCESS. 13 13 31 458 0 0 5538676 3211361 785320 535148 31346 39788 60 0 6355402 3786297 21030 1430 0 0 2679720 2506386 0 0 254361 2343402 2243087 5044152 4750903 1311250 -964606 7253638 6576522 872403 1139134 6381235 5437388 X UNDERSTANDING THAT GRANTMAKERS ARE SUCCESSFUL ONLY TO THE EXTENT THAT THEIR GRANTEES ACHIEVE MEANINGFUL RESULTS, GEO PROMOTES STRATEGIES AND PRACTICES THAT CONTRIBUTE TO GRANTEE SUCCESS. 0 0 645525 397860 CONFERENCES - GEO CONFERENCES EDUCATE AND INSPIRE ACTION. IN 2019, WE HOSTED A LEARNING CONFERENCE IN MAY. KNOWING THAT LEARNING FOR IMPROVEMENT IS AT THE CENTER OF EFFECTIVE GRANTMAKING, WE CONVENED 500 PARTICIPANTS IN SEATTLE FOR OUR BIENNIAL LEARNING CONFERENCE SO THEY CAN GO BEYOND BASICS, THINK CRITICALLY ON HOW GRANTMAKERS CAN BETTER LEARN WITH THEIR PARTNERS AND GRANTEES AND TAKE HOME TOOLS THAT WILL HELP TURN LEARNING INTO ACTION. 928774 1430 MEMBER PROGRAMS - GEO IS A DIVERSE COMMUNITY OF MORE THAN 500 GRANTMAKING ORGANIZATIONS REPRESENTING MORE THAN 6,000 GRANTMAKERS COMMITTED TO TRANSFORMING PHILANTHROPIC CULTURE AND PRACTICE TO SUPPORT THRIVING NONPROFITS AND COMMUNITIES. WE ENVISION COURAGEOUS GRANTMAKERS WORKING IN SERVICE OF NONPROFITS AND COMMUNITIES TO CREATE A JUST, CONNECTED AND INCLUSIVE SOCIETY WHERE WE CAN ALL THRIVE. GRANTMAKERS ADDRESSED SHARED CHALLENGES IN GRANTMAKING THROUGH GEO'S PEER LEARNING PROGRAMS -COMMUNITIES OF PRACTICE, NETWORKS, WORKSHOPS, WEBINARS, MEMBER CALLS AND REMOTE LEARNING SERIES. THESE OPPORTUNITIES ALLOW MEMBERS TO TALK ABOUT THE CHALLENGES THEY ARE FACING, EXCHANGE RESOURCES, BUILD RELATIONSHIPS WITH PEERS, AND WORK THROUGH COMPLEX CHANGES WITHIN THEIR ORGANIZATION AND ADVOCATE FOR THOSE PRACTICES ACROSS THE FIELD. 317437 137288 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. 228019 2655 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 2019, 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. 228019 2655 2119755 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 46 0 1 31 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X X MARCUS WALTON 2028981840 1310 L STREET NW NO 650 WASHINGTON DC 20005 LATIDA SMITH CHAIR 1.00 X X 0 0 0 KATHY REICH VICE CHAIR 1.00 X X 0 0 0 PETER LONG TREASURER 1.00 X X 0 0 0 CARRIE AVERY GOVERNANCE CHAIR 1.00 X X 0 0 0 LISA EISEN DIRECTOR 1.00 X 0 0 0 ANNIE HERNANDEZ DIRECTOR 1.00 X 0 0 0 DANIEL LEE DIRECTOR 1.00 X 0 0 0 PHILIP LI 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 HANH CAO YU DIRECTOR 1.00 X 0 0 0 KATHLEEN P ENRIGHT OUTGOING PRESIDENT & CEO 40.00 0.00 X 14190 0 0 GAYLE WILLIAMS ACTING CEO JAN. 2019 40.00 0.00 X 10400 0 0 JASON MCCRAY INTERIM CEO/COO/SENIOR ADVISOR 40.00 0.00 X 219030 0 47021 MARCUS WALTON PRESIDENT AND CEO 40.00 0.00 X 106232 0 21445 MEGHAN DUFFY VP OF PROGRAMS 40.00 0.00 X 189873 0 45005 SUPROTIK STOTZ-GHOSH ACTING COO/VP OF RACIAL EQUITY/VP OF STRATEGY 40.00 0.00 X 187445 0 38159 NICHOLE HOEFLICH DIRECTOR OF PROGRAMS, PUBLICATIONS 40.00 0.00 X 103317 0 17040 AKILAH MASSEY DIRECTOR OF PROGRAMS, CONFERENCES 40.00 0.00 X 115346 0 35289 945833 0 203959 6 0 1 0 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING/HR SERVICES 132220 PHILLIPS OPPENHEIM 360 LEXINGTON AVE 21ST FLOOR NEW YORK NY 10017 EXECUTIVE SEARCH SERVICES 114108 2 2117216 1094145 3211361 CONFERENCES 900099 397860 397860 SEMINARS 900099 134633 134633 CONSULTING 900099 2655 2655 535148 39788 39788 3786297 535148 0 39788 X 1430 1430 418317 86031 299491 32795 1619523 660381 861313 97829 87534 34023 49340 4171 231585 88841 129494 13250 149427 55279 84441 9707 8178 8178 86888 86888 677164 338978 320336 17850 4221 311 3910 101997 46361 47452 8184 284332 137391 124449 22492 155996 57572 73652 24772 358957 332891 18268 7798 171278 60204 100963 10111 15296 2212 13084 TEMPORARY HELP 91844 184 91660 LICENSES/PERMITS/FEES 76264 59993 16271 PRINTING 43621 40797 1432 1392 AUTHOR/EDITORS 41176 41176 125875 76011 49764 100 4750903 2119755 2376787 254361 2278619 2694024 501753 505679 2057647 1057819 1544 7292 27519 64794 1118648 385160 907895 733488 1425375 1481876 53286 31550 7253638 6576522 115583 168569 756820 970565 872403 1139134 X 3491126 3794992 2890109 1642396 6381235 5437388 7253638 6576522 -964606 20759 0 X X 0 1 X 1 0 X 4686930 4265456 4330588 5538676 3211361 22033011 454877 821957 528711 785320 535148 3126013 5141807 5087413 4859299 6323996 3746509 25159024 1682600 1317490 854811 2069670 301167 6225738 0 1682600 1317490 854811 2069670 301167 6225738 18933286 14471 18389 18585 31346 39788 122579 14471 18389 18585 31346 39788 122579 2500 59 223 60 2842 5158778 5105861 4878107 6355402 3786297 25284445 0.74880 0.72890 0.00480 0.00350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 587799 31855 555944 365234 201559 163675 165615 151746 13869 733488 DEFERRED RENT 962722 CAPITAL LEASE PAYABLE 7843 970565 X 3811814 20759 4758 25517 3786297 0 3786297 4755661 4758 4758 4750903 0 4750903 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 X 0 0 0 0 0 0 0 0 0 JASON MCCRAY INTERIM CEO/COO/SENIOR ADVISOR 219030 0 0 0 0 0 18000 0 29021 0 266051 0 0 0 MEGHAN DUFFY VP OF PROGRAMS 189873 0 0 0 0 0 18000 0 27005 0 234878 0 0 0 SUPROTIK STOTZ-GHOSH ACTING COO/VP OF RACIAL EQUITY/VP OF 187445 0 0 0 0 0 6949 0 31210 0 225604 0 0 0 AKILAH MASSEY DIRECTOR OF PROGRAMS, CONFERENCES 115346 0 0 0 0 0 11704 0 23585 0 150635 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; IT IS THEN SHARED WITH ALL THE BOARD MEMBERS. THE PREPARER MAKES ANY NECESSARY ADJUSTMENTS AFTER IT HAS BEEN REVIEWED, AND THE CEO SUBMITS THE FORM. 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 338,978. MANAGEMENT AND GENERAL EXPENSES 320,336. FUNDRAISING EXPENSES 17,850. TOTAL EXPENSES 677,164. FORM 990,PART XII, LINE 2C: THE PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR.