GuideStar Impact Call Call_Q1_FINAL.pdf · GuideStar Impact Call Fourth Quarter Results Reporting February 14, 2018 Mizmun Kusairi ... Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

#GSImpactCall

GuideStar Impact CallF o u r t h Q u a r t e r R e s u l t s R e p o r t i n g

February 14, 2018

#GSImpactCall© 2018

Please suggest questions throughout the conversation

Today’s webinar will be recorded. We will email everyone a copy of the recording after the event.

Questions go in

the “questions” tab

2#GSImpactCall© 2018

GuideStar Impact CallF o u r t h Q u a r t e r R e s u l t s R e p o r t i n g

February 14, 2018

Mizmun KusairiVice President,

Strategy and Finance

Adrian Bordone,Vice President, Strategic

Partnerships

Gabe CohenSenior Director, Marketing

and Communications

3#GSImpactCall© 2018

© 2018

Who is GuideStar? Why an Impact Call?

What’s new? What’s coming soon?

What are GuideStar’s recent results?

What have we learned?

Do you have any questions?

12345

AGENDA

#GSImpactCall© 2018 4

Who is GuideStar? Why an Impact Call?

Purpose of this call:

To provide near real-time results to constituents and begin a systematic dialogue that encourages data-driven decision making across the sector.

Who is GuideStar:

Better data. Better decisions. Better world.

#GSImpactCall© 2018 6


Data & Information Flow in the Social Sector

© 2018 #GSImpactCall 7

What’s new? What’s coming soon?



New Year, New Seal

Bronze Seal of Transparency•Mission & Programs: for each program, add a description, population + geographic area served•Donation Info: add a payment address + legal name•Brand: upload your logo + tagline

Silver Seal of Transparency•New requirement: financials must be from within the past two years.

Gold Seal of Transparency•Make sure your information is up-to-date and fill out the *optional* Issues section

Platinum Seal of Transparency•New requirement: one metric must be from within the past two years.


Claim your profile to share your story with the world

Building Data Infrastructure for Diversity, Equity, and Inclusion (DEI) in Philanthropy


Building Data Infrastructure for Diversity, Equity, and Inclusion (DEI) in Philanthropy

# of orgs sharing any demographic information 9,000+

# of orgs sharing demographic category data Gender 8,755Race 5,772Sexual Orientation 1,197Disability Status 1,676

# of orgs sharing their Diversity Practices 6,631

# of funders have shared Diversity Practices 300+

Orgs reporting a strong representation of women in leadership 55%

Orgs who have boards that are composed of a of majority people of color

6%


#GSImpactCall14

Wondering what you can do at your foundation or nonprofit organization? We can help!Wondering what you can do at your organization?

Funders:


DEI webinar on Monday, March 26, 1p.m. E.T

• Lead by example and add DEI information for your foundation to your GuideStar Profile

• Encourage your grantees to add their demographic information to their GuideStar Nonprofit Profile

• Invest in this work with a grant to help fund GuideStar's DEI efforts

• Provide a letter of support, acknowledging the importance of demographic data and intelligence for the

sector

• Volunteer for a session with our Product Design Team to share a foundations’ insights as we develop the

next generation of the data collection and reporting tools

#GSImpactCall14

Wondering what you can do at your foundation or nonprofit organization? We can help!Wondering what you can do at your organization?

Nonprofits:

• Claim your organization’s FREE GuideStar Nonprofit Profile

• Add your organization’s DEI information on your profile (All sections are voluntary so start where you are

comfortable)

• Earn a GuideStar Seal to signal your commitment to transparency

• Share this opportunity with others in your networks and on social media

• Direct interested funders and stakeholders to this information on your Profile

• Volunteer for a user testing session with our Product Design Team to share a nonprofit’s insights as we

develop the next generation of the data collection and reporting tools


DEI webinar on Monday, March 26, 1p.m. E.T


Introducing the Next Generation of GuideStar APIs


Your Data Speaks Volumes…Who’s Listening?

+20 Community

Foundations

http://fluxx.io/

http://www.foundant.com/

© 2018

16

GUIDESTAR APIS

Our next-generation APIs:

✓ Enable more powerful and relevant searches. Our new APIs offer the same sophisticated search filters and results as GuideStar Pro Access real-time updated data from GuideStar’s database

✓ Provide more in-depth information. We’ve added new financial fields, pre-calculated metrics, expanded people information, and other key information provided directly by nonprofits.

✓ Transition seamlessly from testing and evaluation to full integration.

✓ Support developers through robust documentation and other resources.

✓ Ensure 99.9% uptime.

The next-generation of APIs save your users valuable time and keep them on your site and in your apps.


© 2018

GUIDESTAR APIS

GuideStarEssentials API

Basic nonprofit information so your users can:

✓ Find information on more than 1.6 millions nonprofits with GuideStar Essentials’ powerful search functionality and sophisticated filters

✓ Obtain contact and location information for specific nonprofits

✓ Gain insight into individual nonprofits’ missions, programs, finances, and relationships to other organizations

✓ Access real-time updated data from GuideStar’s database

© 2018

Effortlessly search the GuideStar

database for nonprofit information using 40+ fields of data.

#GSImpactCall 18

© 2018

GUIDESTAR APIS

GuideStarCharity Check API

Industry leading nonprofit verification allows you to:

✓ Access the leading nonprofit verification solution

✓ Verify hundreds of nonprofits at one time in seconds

✓ Ensure a charity is eligible to receive tax-deductible donations and is in good standing with the IRS

✓ Print charity verification for compliance reference

Easily verify nonprofit and charitable

status for millions of organizations using 40+ fields of data.


© 2018

GUIDESTAR APIS

All the functionality of GuideStar Essentials and GuideStar Charity Check APIs plus:

✓ Obtain expanded program results, financial metrics, leadership and staff information

✓ Access in-depth nonprofit information for research and evaluation

✓ Dive deeper into nonprofits’ finances with pre-calculated ratios and visualizations

✓ Autopopulate grant applications for nonprofits

GuideStarPremier API

Access everything GuideStar

Essentials API and GuideStar Charity Check API offer and more

using 230+ fields of data!


What are GuideStar’s Recent Results?

DataIncrease breadth, depth, and quality

Toolsto aid foundations, nonprofits, giving

platforms and more

Activities by Many Other Important Nonprofit

Organizations

Reachthrough partnerships with giving

platforms, foundations, more

Thought Leadershipto enable higher understanding of the

nonprofit sector through data

Activities

Metrics: Are we providing what we set out to provide?

1

Trust in nonprofit sector

Donor decisions influenced by data

Supportive policy environment

Simplified fundraising systems

Greater collaboration

Fast learning among nonprofits

User Outcomes

Evidence: Is what we’re providing leading to outcomes?

2

QuantityMORE GIVING

QualitySMARTER GIVING

EfficiencyLESS WASTE

EffectivenessHIGH PERFORMANCE

IMPACT

Donors

Nonprofits

Field Outcomes

Research: Is there existing research that proves connections between user and field outcomes?

3

#GSImpactCall 22

Data

Key Question: How much data do we have?

Key Question: How good is this data?

8,493 8,863 9,514 10,274 11,585 12,383 13,237 15823

16,834 15,851 15,615 15,519 16,153 16,338 15,950 17182

8,664 8,650 8,834 9,114 9,555 9,906 10,035 11188

679 1,142 1,627 2,127 2,636 2,874 3882

33,991 34,043 35,105 36,534 39,420 41,263 42,089 48,075

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017

Platinum, Gold, Silver, Bronze Profiles

Bronze Silver Gold Platinum

2,854,934,296 2,965,650,024 2,994,439,283 3,097,946,959 3,121,131,945 3,253,034,194 3,399,044,444 3,522,239,295

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017

# of Data Points

#GSImpactCall 23

632 590 583 454 614 621

128 112 127 114

112 71

1,339 1,385 1,469 1,539 1,282 1185

2,099 2,087 2,179 2,107 2,008 1,877

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017

# Customers in each Product Category2

Data Services Platform Web

Tools and Resources

Key Question: How are our tools and resources used? How often are they used?

1. Monthly Active Users is calculated by # of active individual users divided by total # of paying individual users. It includes only GuideStar.org products, including Premium and Pro Search, Charity Check, and Financial SCAN. 2. # Customers in each product category is the number of accounts we gain during each quarter. It is not a cumulative count of the number of customers we have at the time. Q1 and Q2 numbers are not available as we moved

to Salesforce in Q3 2016, which provided a more accurate customer count.

Move

d t

o S

ale

sfo

rce

4,945,678 4,581,398 4,881,523 5,346,085 5,869,770 6,576,937 6,872,587 7,009,067

Q4 2015 Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017

# of Searches on GuideStar.org

#GSImpactCall 24

33 33 35

40 42 43 43 43

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017

191 201 216 207 211 217 228 232

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017

Reach

Key Question: How many users do we have?

Number of websites and organizations (outside of our organization) that share our resources and information2

1. Total number of unique visitors to www.guidestar.org during the specified quarter. This does not include Hosted Solutions traffic or HubSpot COS traffic. Total registered users include all registered users in GuideStar’s database. 2. This is GuideStar’s Data Distribution Network, where GuideStar data appears on other websites and mobile accounts, mainly through real time APIs (application programming interface). Includes customers of the following products: DonorEdge,

Hosted Solution, GPP, API customers, and recurring Data Sets. 3. Foundations that have adopted Guidestar Profiles for Grant Applications (G4G)

# of foundations that have adopted GuideStar for Grant Applications3

2,985,275

3,125,626

3,289,989

3,446,961

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017

Cumulative Registered Users1

2,022,582

1,607,430

2,039,855

2,626,216 2,663,104

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017

Unique Users

#GSImpactCall 25

http://www.guidestar.org/

Thought Leadership

Key Question: How much content do we put out? How many people receive it?

1297 2,440 2,318

7,213

3313 37547,500 8,500

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017

Earned Media Placement

64,057 63,022 129,983 141,712

202,836162,485 156,717 170,352

56 51 53 53 61 65 64 62

-

100

200

300

400

0

100,000

200,000

300,000

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017

GuideStar Blogs Published and Blog Views

1,144 1,236

2,453 2,6743,325

2,500 2,449 2,748

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017

Average views per post

#GSImpactCall 26

2017 GAAP reached the Budget Change in Unrestricted Net Assets of $0.5M driven by expense savings and reductions which offset lower revenue

27

1. Represents Restricted Support or Change in Restricted Support

$12.8

$(0.1)$(1.5)

$12.8 $11.9

$0.5 $0.8

$14.4 $13.5

$0.5 $0.9

Revenue Expense Change in Unrestricted Net Assets Change in Total Net Assets

2017 Actual vs. Prior Year and Budget Target

2016 Actual 2017 Actual 2017 Budget Target

($ millions)

$0.3

Unrestricted$12.5$11.3

-$1.5

Unrestricted$12.8

$0.4

Unrestricted$14.0

© 2018 #GSImpactCall

Ending cash balance of $2.4M was roughly below budget target but within our accepted range

28

$5.8M

$4.0M$4.2M $4.3M

$5.5MTotal Assets:

1. Represents Restricted Support or Change in Restricted Support 2. Calculation includes: Product Sales only / Product Sales and GPP/Membership

2017 Actual 2017 Budget TargetCash Balance ($K) 2,378 2,906Cash Cover/Avg. Monthly Expense 2.5x 2.7x

Cash Cover/Max Burn2 10.3x 8.9x

3.3 3.4 3.6 4.0 4.3

0.7 0.8 0.7

1.51.5

1.9 2.1 1.62.4 2.4

Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017

Total Liabilities Total Net Assets Cash

($ millions)

© 2018 #GSImpactCall

What have we learned?

Giving Season is getting bigger each year. Prepare early and often.


Do you have any questions?

Mizmun KusairiVice President,

Strategy and Finance

Adrian Bordone,Vice President, Strategic

Partnerships

Gabe CohenSenior Director, Marketing

and Communications

Questions?


• Financial results: Numbers are preliminary and unaudited

• Safe Harbor disclosure:

Historical results are not necessarily indicative of future results. All forward looking statements contain known and unknown risks that may result in future results that are materially different from historical results.

© 2018

Disclaimers

#GSImpactCall 33

Purpose of this call: To provide near real-time results to constituents and begin a systematic dialogue that encourages data-driven decision making across the sector.

Process: 1. Invite: Funders, stakeholders, donors, media2. Engage: Base “deep dives” off of audience interest3. Begin: Start small and build from there

Download a copy of our free Impact Call template: guidestar.org/impact

© 2018

Interested in holding your own impact call?

#GSImpactCall 34

Documents

GuideStar Impact Call Call_Q1_FINAL.pdf · GuideStar Impact Call Fourth Quarter Results Reporting February 14, 2018 Mizmun Kusairi ... Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017