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

Live Tweeting: #GSImpactCall

November 9, 2015

Introduction

Spotlight: Beta Nonprofit Profile Pages demo

Programmatic results

Financial results

Lessons learned

Q&A

Jacob C. Harold

Evan Paul

#GSImpactCall

Mizmun Kusairi

AGENDA

James Lum

Please suggest questions throughout the conversation.

We’ll answer as many as we can.

Next Impact Call: Tuesday, February 9, 2016, 2 pm ET

http://npo.gs/gsic20161

#GSImpactCall

Introduction

Spotlight: Beta Nonprofit Profile Pages demo

Programmatic results

Financial results

Lessons learned

Q&A

#GSImpactCall

AGENDA

U.S. Veterans Organizations by the Numbers

Download your free copy: http://npo.gs/usvetno

QuantityMORE GIVING

QualitySMARTER GIVING

EfficiencyLESS WASTE

EffectivenessHIGH PERFORMANCE

IMPACT

Donors Nonprofits

Trust in nonprofit

sector

Donor decisions

influenced by data

Supportive policy

environment

Simplified fundraising

systems

Greater collaboration

Fast learning among

nonprofits

Broad and deep information on nonprofits

New mechanisms for feedback and learning

Interconnected data systems

Theory of Change

Nonprofits Donors

GUIDESTAR WEB PRODUCTS

GUIDESTAR PLATFORM PRODUCTS

POS

GIVINGONLINE DONATION

PLATFORMS

DONOR-ADVISED

FUNDS

COMMUNITY

FOUNDATIONS

WORKPLACE

GIVING

Performance

Assessment

(Effectiveness)

Fundraising

(Efficiency)

GRANTS MGT

SOFTWARE

OLD NONPROFIT PROFILES

Redesign to Better Answer Key Questions

• Where do they provide their services?• Who do they serve? How many individuals do they serve? • How do they serve them? What programs/services do they offer? • What kinds of results and impact are they achieving?• What sources of funding do they rely upon?• What is their overall budget?• How diverse is their funding?• How much do they rely on particular sources of funding?• How has their funding changed over time?• How financially stable are they?• How is their income distributed across their programs? • Who are their leaders and board members?• What are their board governance practices?• What are the salaries of their leaders and highest paid employees?• What are the demographics of their staff and leadership?

Answer Different Questions at Different Tiers

• Free version– Designed for average individual donors

– Includes all data self-reported by the organization

– Includes access to recent 990s

• Premium version (free for Gold-level nonprofits)

– Designed for nonprofit managers and foundation staff

– Includes visualization of historical financial and operational data and pre-calculation of key metrics

• Pro version– Designed for consultants to nonprofits and foundations

– Includes more extensive data-download functionality and information on contractors to nonprofits

NEW NONPROFIT PROFILES

NEXT STEPS

• Please log in and explore the Beta release, we really want your feedback!

• If you’d like an in-depth demonstration of our profile pages, please put this in your calendar:– November 18, 2015

– 2 p.m. ET

– Sarah Madden, Director of Design, & Krystal Kavney, Product Marketing Manager, GuideStar USA.

– http://www.guidestar.org/rxg/news/webinars/2015-11-18-new-nonprofit-profile-preview.aspx

Introduction

Spotlight: Beta Nonprofit Profile Pages demo

Programmatic results

Financial results

Lessons learned

Q&A

#GSImpactCall

AGENDA

1 Data Collection

HISTORIC HISTORIC CURRENT GROWTH GROWTHDescription Q3 2014A Q2 2015A Q3 2015A QoQ YoY

Bronze, Silver, and Gold Level Profiles 39,771 43,794 45,312 3.5% 13.9%

Gold4,403 6,399 7,190 12.4% 63.3%

Silver22,287 22,504 23,241 3.3% 4.3%

Bronze13,081 14,891 14,881 -0.1% 13.8%

2 Data Distribution

HISTORIC HISTORIC CURRENT GROWTH GROWTHDescription Q3 2014A Q2 2015A Q3 2015A QoQ YoY

Unique Users 1 1,801,350 1,847,554 1,839,591 -0.4% 2.1%

Data Distribution Network 2

155 159 170 6.9% 9.7%

GuideStar for Grants Adoption 3

4 16 21 31.3% 425.0%

1. Unique Users – Total number of unique visitors to www.guidestar.org during the specified quarter. This does not include Hosted Solutions traffic

2. Data Distribution Network include 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

3 Data InnovationGuideStar Specific HISTORIC HISTORIC CURRENT GROWTH GROWTHDescription Q3 2014A Q2 2015A Q3 2015A QoQ YoY

Comparison Tool Participants 1 2,605 2,710 2,784 3% 7%

Learning Tool Participants 2 749 1,872 2,357 26% 215%

Sector Metric HISTORIC HISTORIC CURRENT GROWTHDescription Source 2012 2013 2014 YoY

Total Estimated U.S. Charitable Giving 3

GivingUSA

$326.07b $339.94b 358.38b 5.4%

Description Source 2010 2011 2015 From 2011

% individual donors compared organizations 4

Money For Good

3% 6% 9% 50%

1. Nonprofit registrants on www.guidestar.org that have used GuideStar products that enable organization comparison (Financial SCAN, Compensation Report). Also includes nonprofit experts on Philanthropedia (cumulative).

2. Number of nonprofit registrants on www.guidestar.org that have used GuideStar products that enable learning (Webinars, Blogs, Product Demos).

3. Adjusted for inflation.4. Money for Good 2015: http://npo.gs/mforg2015

Introduction

Spotlight: Beta Nonprofit Profile Pages demo

Programmatic results

Financial results

Lessons learned

Q&A

#GSImpactCall

AGENDA

Disclaimers

• 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

Q3 YTD Top-Line Performance

$8,076k

$775k

$8,271k

$7,491k

$645k

$7,312k$7,133k

$255k

$8,391k

$7,345k

$3,501k

$8,802k

$0k

$1,000k

$2,000k

$3,000k

$4,000k

$5,000k

$6,000k

$7,000k

$8,000k

$9,000k

$10,000k

Earned Revenue Grants Operating Expenses

2012

2013

2014

2015

Q3 YTD Bottom-Line Performance

$489k $580k

$798k $823k

($947k) ($1,002k)

$2,002k $2,043k

($1,500k)

($1,000k)

($500k)

$0k

$500k

$1,000k

$1,500k

$2,000k

$2,500k

Cash Flow GAAP Oper Income

2012

2013

2014

2015

Strong Balance Sheet

$1,899k

($468k)

$2,427k

$156k

$1,530k

($783k)

$3,587k

$1,808k

($1,500k)

($1,000k)

($500k)

$0k

$500k

$1,000k

$1,500k

$2,000k

$2,500k

$3,000k

$3,500k

$4,000k

Cash Unrestricted Net Assets

2012

2013

2014

2015

Average Monthly C/F Run Rates

Trailing 12 month average

($200k)

($100k)

$k

$100k

$200k

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3

2013 2014 2015

InclGrants

ExclGrants

2015 Full Year Outlook and 2016 Preview

2015

• Maintain strong results that have been fueled by grants

• Financial flexibility to continue investments in 2016

2016

• Launch of key data initiatives

• Increased functionality leads to improved earned revenue and grants outlook

#GSImpactCall

Introduction

Spotlight: Beta Nonprofit Profile Pages demo

Programmatic results

Financial results

Lessons learned

Q&A

#GSImpactCall

AGENDA

T H A N K Y O U !

Questions?

#GSImpactCall

Jacob C. HaroldPresident, CEO

James LumChief Financial

Officer

Mizmun Kusairi

Vice President, Strategy

Evan PaulVice President,

Products

Additional Information

Next Impact Call:

February 9, 2 pm ET: http://npo.gs/gsic20161

Our impact:

GuideStar’s impact page: www.guidestar.org/impact

Impact Call archives:

Archives: http://npo.gs/webinararchivesgs

#GSImpactCall