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GuideStar Impact Call
T h i r d Q u a r t e r R e s u l t s R e p o r t i n g
November 8, 2016
Please suggest questions throughout the conversation. (We’ll answer as many as we can.)
#GSImpactCall1
GuideStar Impact CallT h i r d Q u a r t e r R e s u l t s R e p o r t i n g
November 8, 2016
#GSImpactCall
Jacob Harold
President & CEO
Mizmun Kusairi
Vice President,
Strategy and Finance
AGENDA
What is an Impact Call?
What’s new? What’s coming soon?
What are GuideStar’s recent results?
What have we learned?
How does this fit within GuideStar’s vision?
1
2
3
4
5
Do you have any questions? 6
#GSImpactCall
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.
1. Who is GuideStar? Why an Impact Call?
#GSImpactCall
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1. Who is GuideStar? Why an Impact Call?
2017 GuideStar Profile Standard
(GSPS)
The set of information requirements developed by
GuideStar to promote the distribution of quality data
about nonprofit organizations
Contact
Information
Financial
Information
Goals &
Strategies
Results &
Progress
2. What’s new? What’s coming soon?
#GSImpactCall
2. What’s new? What’s coming soon?
#GSImpactCall
2017 GuideStar Profile Standard
(GSPS)
Less Paperwork.
More Impact.
2. What’s new? What’s coming soon?
#GSImpactCall
Step 1
Nonprofits update their GuideStar Nonprofit Profiles
Step 2
Foundations enable
GuideStar for Grant
Applications
Step 3
Nonprofits
automatically populate
grant applications
2. What’s new? What’s coming soon?
#GSImpactCall
In-Person G4G Training
Philadelphia
Sept 21-22
Day 1: Foundations
Day 2: Nonprofits
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#GSImpactCall
Taking the new
GuideStar Search
even further
2. What’s new? What’s coming soon?
14,414 14,891 14,881 7,979 8,493 8,863 9,514
22,091 22,504 23,241
16,558 16,834 15,851 15,615
5,885 6,399 7,190
7,803 8,664 8,650 8,834
679 1,142
- 5,000
10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 50,000
Q1 2015 Q2 2015 Q3 2015 Q4 2015 Q1 2016 Q2 2016 Q3 2016
Bronze Silver Gold Platinum
1 Data Collection
In Q4 2015, GuideStar made efforts to clean up inactive profiles, leading to a decrease in total number of profiles.
Incr
ease
d s
tan
da
rds
33,991
42,390 43,794 45,312
32,34034,043
# of organizations who share enough information to earn a Seal of Transparency on GuideStar
3. What are GuideStar’s recent results?
35,105
1,958,605 1,847,554 1,839,591 1,958,475 2,022,582 1,607,430
1,821,714
6082254014 50103 53199
7123264,269 67,597
400005000060000700008000090000100000
-
500,000
1,000,000
1,500,000
2,000,000
2,500,000
Q1 2015 Q2 2015 Q3 2015 Q4 2015 Q1 2016 Q2 2016 Q3 2016
Unique Users New Registered Users
146 159 168
185 191 201 216
-
50
100
150
200
250
Q1 2015 Q2 2015 Q3 2015 Q4 2015 Q1 2016 Q2 2016 Q3 2016
2 Data Distribution
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.
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)
Number of websites and organizations (outside of
our organization) that share our resources and
information2
Number of unique and Registered users1
GuideStar © 2016. Confidential. All rights reserved.
Excludes HubSpot COS traffic
3. What are GuideStar’s recent results?
14 16
21 23
33 33 35
-
5
10
15
20
25
30
35
40
Q1 2015 Q2 2015 Q3 2015 Q4 2015 Q1 2016 Q2 2016 Q3 2016
# of foundations that have adopted
GuideStar for Grant Applications3
Data Innovation3
1. Adjusted for inflation. 2. Money for Good 2015: http://npo.gs/mforg2015
Sector Metrics HISTORIC HISTORIC HISTORIC CURRENT GROWTHDescription Source 2012 2013 2014 2015 YoY
Total Estimated U.S. Charitable Giving 1 Giving USA $326.46b $340.34b $358.85b $373.25b 4.10%
Description Source 2010 2011 2015 From 2011
% individual donors compared organizations 2
Money For Good
3% 6% 9% 50%
3. What are GuideStar’s recent results?
GuideStar © 2016. Confidential. All rights reserved.
GuideStar Metrics
Coming soon!
Increasing depth and quality of data
Increasing breadth of data
Increase quantity
and quality of giving
Increase efficiency and
effectiveness of nonprofits
Inputs to GuideStar
Donor decisions influenced by data
Efficient Philanthropic Marketplace
Better insights among nonprofits
Trust in nonprofit sector
Long-Term Outcomes Impacts
Evidence: Is what we’re providing leading
to outcomes?Metrics: Are we providing what we set out to
provide?
Example Indicators & Questions
Providing tools and resources
Increasing reach
DONORS
Outputs from GuideStar
Breadth: How much data do we have?• # of orgs• # reporting at a seal level
Quality: How good is this data?• Frequency of updates• % verified / audited• Clear inputs / outputs
Tools/Resources: What tools and resources are we providing? How are they used? How often are they used?• % feature utilization by product• % Monthly Active Users by product
Reach: How many users do we have?• # Monthly Active Users by product• # of Data Distribution Network
participants• # of foundations using G4G
Trust: Does providing greater transparency increase trust in the nonprofit sector? How? To what extent?Donor Decisions: Does increased access to nonprofit data for donors lead to more data driven donation decisions? Does providing better tools and resources lead to more data driven decisions?Efficient Marketplace: Does connecting standardized information to more donation channels increase the efficiency of the philanthropic marketplace? Better Insights: Do nonprofits learn how to improve their efficiency or effectiveness from the tools & resources we provide?
3.2
0.3
(0.5)
3.4
(0.6)(0.4)
3.2
0.8
(0.5)
Revenue Expense Change in Unrestricted Net
Assets
Change in Total Net Assets
Q1 2016 Q2 2016 Q3 2016
Contributed 0.6 Contributed
0.3
In Q3 2016, we released $1.3M of restricted grants, including grants received in 2015.
Earned2.5
3.1
Change in Q3 Unrestricted Net Assets of $0.8M includes substantial release of restricted grants and lower expenses
3. What are GuideStar’s recent results?
Earned2.4
Earned2.7
2.72.7
($ Millions)
Unrestricted Net Assets increased from Q2 due to the release of restricted grants
3. What are GuideStar’s recent results?
$3,043k
$157k
$2,394k
($475k)
$1,926k
$313k
Cash Unrestricted Net Assets
Q1 2016 Q2 2016 Q3 2016
• Cash does not include undeposited funds.• Q3 2016 reflects the adjustment of 2015 grants. Therefore, unrestricted net assets increased to $313k in Q3
from a negative $475k in Q2.
4. What have we learned?
#GSImpactCall
Maintain on-going dialogue with auditors on
revenue recognition or other fiscal policies
GuideStar has an opportunity to comment on
issues that matter to the nonprofit community
without compromising our neutrality
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217
5. Why does this matter?
#GSImpactCall
6. Do you have any questions?
Questions?
Jacob Harold
President & CEO
Mizmun Kusairi
Vice President,
Strategy and Finance
Additional Information
• How Much Does It Cost To Do Good? Part 2:
http://npo.gs/OHMwebinar2
• G4G webinar: http://npo.gs/G4Gwebinar
Stop By GuideStar’s Booths:
Learn More:
#GSImpactCall
• Nov 14 - 17: TAG Conference 2016
• Nov 16 – 18: Independent Sector New Frontiers Conference
2016
Disclaimers
• 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.
#GSImpactCall
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, media
2. Engage: Base “deep dives” off of audience interest
3. Begin: Start small and build from there
Interested in holding your own Impact Call?
#GSImpactCall
Download a copy of our free Impact Call template:
guidestar.org/impact
