2025-11-06T14:16:17-06:00 2024-12-31 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2024-01-01 010669150 GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS GRAN 2028981823 1310 L STREET NW 650 WASHINGTON DC 20005 MARCUS WALTON PRESIDENT & CEO 2028981823 2025-10-17 1 0 MONIQUE BOOKER P00644231 4105840060 2024 2025-03-06 01:10:19Z MARCUS WALTON 1310 L STREET NW 650 WASHINGTON DC 20005 10014322 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 SUPPORTTHRIVING NONPROFITS AND COMMUNITIES. 14 13 28 480 0 0 4075305 8299931 589504 1419608 219569 293669 10265 1114 4894643 10014322 59863 63416 0 0 4071154 4106608 0 0 519001 2930261 3382980 7061278 7553004 -2166635 2461318 10747221 12950761 1582838 1325060 9164383 11625701 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 1916677 63416 MEMBER PROGRAMS: GEO IS A DIVERSE COMMUNITY OF NEARLY 500 GRANTMAKING ORGANIZATIONS WORKING TO TRANSFORM PHILANTHROPIC CULTURE AND PRACTICE. IN 2024, GRANTMAKERS ADDRESSED SHARED CHALLENGES IN GRANTMAKING THROUGH GEO'S PEER LEARNING PROGRAMS INCLUDING WEBINARS, MEMBER CALLS AND REMOTE LEARNING SERIES. OTHER MEMBER PROGRAMS, SUCH AS OUR FELLOWSHIP COHORTS AND CEO/SENIOR LEADER PROGRAMMING FOUND NEW WAYS FOR MEMBERS AND NON-MEMBER GRANTMAKERS TO COME TOGETHER TO ADDRESS THE BARRIERS TO ADOPTING GRANTMAKING PRACTICES THAT SUPPORT THRIVING COMMUNITIES. THESE OPPORTUNITIES ALLOW MEMBERS TO TALK ABOUT THE CHALLENGES THEY ARE FACING, ADVANCE EQUITY, WORK THROUGH COMPLEX CHANGES WITHIN THEIR ORGANIZATIONS, AND ADVOCATE FOR IMPROVED PRACTICES ACROSS THE FIELD. 1358154 1230075 CONFERENCES: GEO CONFERENCES EDUCATE AND INSPIRE ACTION. IN 2024, WE HELD A NATIONAL CONFERENCE THAT CONVENED OVER 1,000 GRANTMAKERS IN PERSON. ABOUT 1,000 PARTICIPANTS GATHERED IN LOS ANGELES TO CONNECT WITH EACH OTHER AND HEAR FROM DYNAMIC SPEAKERS ON TOPICS RELATED TO SHIFTING PHILANTHROPIC CULTURE. PARTICIPANTS EXCHANGED IDEAS AND DEEPENED THEIR SKILLSET RELATED TO ADVANCING RACIAL-EQUITY CENTERED CHANGE IN THEIR ORGANIZATIONS AND THE ADOPTION AND IMPLEMENTATION OF PHILANTHROPIC PRACTICES THAT LEAD TO THRIVING COMMUNITIES. 964940 189533 RESEARCH & 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. 1207481 1114 1207481 1114 5447252 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 1 28 1 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK CA CO DC IL FL MA MD MI MN OK SC WI X X X THE ORGANIZATION 2028981823 1310 L STREET NW 650 WASHINGTON DC 20005 ANITA PATEL VICE CHAIR 1.00 X 0 0 0 CHERA REID PHD BOARD MEMBER 1.00 X 0 0 0 DEBORAH AUBERT THOMAS BOARD MEMBER 1.00 X 0 0 0 DENISE ST OMER CHAIR 1.00 X 0 0 0 DENNIS QUIRIN BOARD MEMBER 1.00 X 0 0 0 DR JOHN H JACKSON BOARD MEMBER 1.00 X 0 0 0 HANH LE BOARD MEMBER 1.00 X 0 0 0 JOANNA JACKSON BOARD MEMBER 1.00 X 0 0 0 M GABRIELA ALCALDE BOARD MEMBER 1.00 X 0 0 0 NEEL HAJRA TREASURER 1.00 X 0 0 0 REGAN GRUBER MOFFITT BOARD MEMBER 1.00 X 0 0 0 RICKKE MANANZALA BOARD MEMBER 1.00 X 0 0 0 RYAN EASTERLY GOVERNANCE CHAIR 1.00 X 0 0 0 MARCUS WALTON PRESIDENT & CEO 40.00 X 370900 0 12006 MILA YOCHUM VICE PRESIDENT, OPERATIONS 40.00 X 185400 0 13057 AKILAH MASSEY VICE PRESIDENT, PROGRAMS 40.00 X 188542 0 28437 KRISTINA WERTZ VICE PRESIDENT, EXTERNAL AFFAIRS 40.00 X 188465 0 28437 MEGHAN DUFFY EXECUTIVE VICE PRESIDENT 40.00 X 234421 0 20260 CLAUDIA WILLIAMS DIRECTOR OF MEMBERSHIP & DEVELOPMENT 40.00 X 119086 0 28018 J WING LI DIRECTOR OF OPERATIONS 40.00 X 133042 0 28613 KELLY WISE DIRECTOR OF PEOPLE & CULTURE 40.00 X 139832 0 27828 NICHOLE HOEFLICH DIRECTOR OF PROGRAMS 40.00 X 136732 0 12666 MICHELLE HARRINGTON DIRECTOR OF COMMUNICATIONS 40.00 X 129700 0 12006 1826120 0 211328 10 1 1 0 WESTIN BONAVENTURE 404 SOUTH FIGUEROA STREET LOS ANGELES CA 90071 CONFERENCE HOST 588074 THE MORRIS & GWENDOLYN CAFRITZ FOUNDATIO 1825 K STREET NW 14TH FLOOR WASHINGTON DC 20006 RENT 310147 INSPIRE EVENT TECHNOLOGIES 9150 N ROYAL LANE IRVING TX 75063 A/V SERVICES FOR CONFERENCE 181623 CUSHMAN & WAKEFIELD 575 MARYVILLE CENTRE DRIVE SUITE 6 ST LOUIS MO 63141 RENT 154138 MARCUM LLP 1899 L STREET NW WASHINGTON DC 20036 OUTSOURCED ACCOUNTING 146704 7 2211054 6088877 8299931 CONFERENCES 900099 1230075 1230075 SEMINARS 900099 189533 189533 1419608 293669 293669 OTHER REVENUE 900099 1114 1114 1114 10014322 1420722 0 293669 X 63416 63416 1269924 783537 365332 121055 1887853 1320843 352013 214997 703616 446072 187559 69985 245215 158659 61020 25536 47896 47896 167355 167355 880779 763012 117767 10553 9774 779 157350 118133 30215 9002 72526 48495 16629 7402 298891 202372 63515 33004 258407 219700 31443 7264 1003076 987836 10398 4842 122252 81280 28079 12893 38838 12579 26185 74 LICENSES/ PERMITS/ FEES 121215 99223 18347 3645 STAFF DEVELOPMENT 99859 78420 12137 9302 SERVICE CHARGES 48971 37448 11523 CONTRIBUTIONS TO OTHERS 21906 21906 33106 16453 16653 7553004 5447252 1586751 519001 2458168 3401984 823828 2152490 49015 37757 34638 36615 1240387 926460 401697 313927 6145035 6401121 834840 606867 10747221 12950761 254352 334406 44509 144167 1283977 846487 1582838 1325060 X 7378318 8039269 1786065 3586432 9164383 11625701 10747221 12950761 2461318 0 X X 0 1 X 1 0 X 5438083 9611904 5265542 4075305 8299931 32690765 24950 271930 790250 589504 1419608 3096242 5463033 9883834 6055792 4664809 9719539 35787007 0 1957400 5941176 750150 378162 3988132 13015020 1957400 5941176 750150 378162 3988132 13015020 22771987 31518 17420 40989 157256 303271 550454 31518 17420 40989 157256 303271 550454 40 1088 72578 1114 74820 5494551 9901294 6097869 4894643 10023924 36412281 0.62540 0.67890 0.01510 0.00950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 587799 455817 131982 173973 113211 60762 478615 357432 121183 313927 VANGUARD SHORT-TERM FEDERAL ADMIRAL 850045 C VANGUARD SHORT-TERM TREASURY ADMIRAL 726364 C FDIC ELIGIBLE BANK DEPOSITS 7291 C U.S TREASURY SECURITIES 4817421 C 6401121 OPERATING LEASE LIABILITY 846487 846487 X 10014322 0 10014322 0 10014322 7553004 0 7553004 0 7553004 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION QUALIFIES UNDER SECTION 509(A)(2) AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. HOWEVER, THE ORGANIZATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAXES ON ITS UNRELATED BUSINESS INCOME ACTIVITY. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2024, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2022 THROUGH 2024 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ORGANIZATION FILES TAX RETURNS. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. 0 NORTHERN CALIFORNIA GRANTMAKERS 160 SPEAR STREET SUITE 360 SAN FRANCISCO CA 94105 942761355 50000 0 THIS GRANT SUPPORTED NCG'S WORK ON THE RACIAL EQUITY ACTION INSTITUTE AND OUR WORK TOGETHER TO SCALE THIS MODEL OF CROSS-SECTOR LEARNING NATIONALLY. WE HOLD REGULAR CHECK-IN MEETINGS WITH NCG TO MONITOR THE PROGRESS OF THE WORK THROUGH PISCATAWAY EYES (TPE) INC PO BOX 287 POMFRET MD 20675 863915040 20000 0 THIS CONTRIBUTION WAS TO COVER THE ANNUAL LAND TAX X X X X X 0 0 0 0 0 0 0 0 0 MARCUS WALTON PRESIDENT & CEO 370000 0 0 0 900 0 0 0 12006 0 382906 0 0 0 MEGHAN DUFFY EXECUTIVE VICE PRESIDENT 233521 0 0 0 900 0 0 0 20260 0 254681 0 0 0 AKILAH MASSEY VICE PRESIDENT, PROGRAMS 187642 0 0 0 900 0 0 0 28437 0 216979 0 0 0 KRISTINA WERTZ VICE PRESIDENT, EXTERNAL AFFAIRS 187565 0 0 0 900 0 0 0 28437 0 216902 0 0 0 MILA YOCHUM VICE PRESIDENT, OPERATIONS 184500 0 0 0 900 0 0 0 13057 0 198457 0 0 0 KELLY WISE DIRECTOR OF PEOPLE & CULTURE 138932 0 0 0 900 0 0 0 27828 0 167660 0 0 0 J WING LI DIRECTOR OF OPERATIONS 132142 0 0 0 900 0 0 0 28613 0 161655 0 0 0 MICHELLE HARRINGTON DIRECTOR OF COMMUNICATIONS 128800 0 0 0 900 0 0 0 12006 0 141706 0 0 0 PART I, LINE 3 A MARKET STUDY IS DONE EVERY FEW YEARS WITH COMPARABILITY DATA TO ENSURE MARKET COMPETITIVENESS FOR ALL POSITIONS. THIS IS TRUE FOR ALL EMPLOYEES, INCLUDING THE CEO. IN NOVEMBER OF 2023, GEO RECOGNIZED THE UNION AND IN NEGOTIATIONS, AGREED TO A FLAT RATE INCREASE FOR ALL STAFF, WITH THE EXCEPTION OF THE CEO. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE AND AUDIT COMMITTEE REVIEWS THE 990. THE FORM 990 IS CIRCULATED TO THE FULL BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER, EXECUTIVE AND KEY EMPLOYEE IS REQUIRED TO REVIEW A COPY OF THE CONFLICT OF INTEREST POLICY AND TO ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO. EACH PERSON ANNUALLY COMPLETES A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT; EACH PERSON IS ALSO OBLIGATED TO IMMEDIATELY DISCLOSE ANY NEW CONFLICT THAT ARISES DURING THE YEAR AS NEW POSSIBLE CONFLICTS ARISE, THEY ARE DISCLOSED FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT THE ORGANIZATION'S BEST INTEREST. THIS POLICY IS REVIEWED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS. ANY CHANGES TO THE POLICY ARE COMMUNICATED INMEDIATELY TO ALL PERSONS SUBJECT TO THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 A MARKET STUDY IS DONE EVERY FEW YEARS WITH COMPARABILITY DATA TO ENSURE MARKET COMPETITIVENESS FOR ALL POSITIONS. IN ADDITION, ALL EMPLOYEES ARE ELIGIBLE FOR RAISES IN LINE WITH THEIR GROWTH AND PERFORMANCE FOR THAT YEAR AT YEAR END. FORM 990, PART VI, SECTION C, LINE 19 GEO MAKES ITS BYLAWS AND AUDITED FINANCIAL STATEMENTS AVAILABLE THROUGH ITS OWN WEBSITE AND UPON REQUEST. GEO ALSO MAKES ITS BYLAWS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE THROUGH ANOTHER WEBSITE, WWW.GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 763,012. MANAGEMENT AND GENERAL EXPENSES 117,767. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 880,779. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED SINCE PRIOR YEAR.