GuideStar Impact Call Fo ur t h Qua r t er Res ult s Rep o r t ing - PowerPoint PPT Presentation

GuideStar Impact Call Fo ur t h Qua r t er Res ult s Rep o r t ing February 9, 2016 Live Tweeting: #GSImpactCall

#GSImpactCall Next Impact Call: Tuesday, May 10, 2016, 2 pm ET http://npo.gs/gsicmay16 Please suggest questions throughout the conversation. We’ll answer as many as we can.

#GSImpactCall AGENDA Opening remarks Spotlight: The GuideStar Community Jacob C. Harold Programmatic results Financial results DeLeon DeMicoli Lessons learned Q&A Mizmun Kusairi

#GSImpactCall AGENDA Opening remarks Spotlight: The GuideStar Community Programmatic results Financial results Lessons learned Q&A

Introducing the New GuideStar Nonprofit Profile

Staffing Needs to Execute our Strategic Plan Sour urce: e: GuideStar 2020, Building the Scaffolding of Social Change

Data Scientist = Data Innovation

Getting Feedback from our Stakeholders Sour urce: e: GuideStar 2020, Building the Scaffolding of Social Change

#GSImpactCall AGENDA Opening remarks Spotlight: The GuideStar Community Programmatic results Financial results Lessons learned Q&A

The GuideStar Experience 1. Update your GuideStar Nonprofit Profile 2. Learn about GuideStar products 3. Read The GuideStar Blog 4. Receive community support

Welcome to your GuideStar Community

Ask GuideStar Support

Ask GuideStar Support

Ask GuideStar Support

Share Best Practices & Collaborate with others

Login in to the Community • Community.guidestar.org • Login using your guidestar.org login info • The site is free to use • You do not have to sign in to search Support topics and threads • You must login to participate in the community

Check out The GuideStar Blog! • http://npo.gs/1S0uRt7 Blog post on the GuideStar Community • • Summary of features discussed during this presentation • How to login and sign up • Getting started

#GSImpactCall AGENDA Opening remarks Spotlight: The GuideStar Community Programmatic results Financial results Lessons learned Q&A

Data Collection 1 HISTORIC HISTORIC CURRENT GROWTH GROWTH Description Q4 2014A Q3 2015A Q4 2015A QoQ YoY Bronze, Silver, and Gold Level Profiles 41,053 45,312 32,340 -28.6% -21.2% Gold 5,122 7,190 7,803 8.5% 52.3% Silver 22,103 23,241 16,558 -28.8% -25.1% Bronze 13,828 14,881 7,979 -46.4% -42.3%

Data Distribution 2 HISTORIC HISTORIC CURRENT GROWTH GROWTH Description Q4 2014A Q3 2015A Q4 2015A QoQ YoY Unique Users 1 1,859,475 1,839,591 1,958,475 6.5% 5.3% Data Distribution 151 168 185 10.1% 22.5% Network 2 GuideStar for Grants 8 21 23 9.5% 187.5% Adoption 3 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 Innovation GuideStar Specific HISTORIC HISTORIC CURRENT GROWTH GROWTH Description Q4 2014A Q3 2015A Q4 2015A QoQ YoY Comparison Tool Participants 1 2,825 2,784 2,717 -2% -4% Learning Tool Participants 2 1,051 2,357 1,569 -33% 49% Sector Metric HISTORIC HISTORIC CURRENT GROWTH Description Source 2012 2013 2014 YoY Total Estimated U.S. Giving $326.07b $339.94b 358.38b 5.4% Charitable Giving 3 USA Description Source 2010 2011 2015 From 2011 % individual donors Money For 3% 6% 9% 50% compared organizations 4 Good 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

#GSImpactCall AGENDA Opening remarks Spotlight: The GuideStar Community Programmatic results Financial results Lessons learned Q&A

2015 Top Line Performance $ 16000 $12,500 $1762k $62k $11,992k $ 14000 $12,000 $1402k $55k $75k $ 12000 $4088k $77k $11,500 $11,225k $1804 k Other $ 10000 (Light) $11,000 $10,808k $ 8000 2012 Grants and 2013 $10,500 Contributions $ 10,231k $ 6000 (Medium) 2014 2015 $9665k $9329k $9321k $9233k $10,000 Earned $ 4000 Revenue (Dark) $9,500 $ 2000 $9,000 $ 0 2012 2013 2014 2015 Operating Expenses Unrestricted Revenue 2015 Results are preliminary and unaudited

2015 Bottom-Line Performance $2,000 $1,823k $1,667k $1,500 $926k $1,000 $847k 2012 $380k $500 $219k 2013 $0 2014 Cash Flow GAAP Oper Income ($500) 2015 ($493k) ($1,000) ($893k) ($1,500) 2015 Results are preliminary and unaudited

Year End Balance Sheet $3,252k $3,500 $3,000 $2,478k $2,500 2012 $2,000 $1629k $1,585k $1,587k $1,500 2013 $1,000 2014 $500 $258k $0 2015 Cash Unrestricted Net Assets ($500) ($668k) ($235k) ($1,000) 2015 Results are preliminary and unaudited

2016 Financial Outlook Revenue +10% • Continued support in Transformational Capital campaign (note: early payment in 2015) • Q4 signs of growth in Product Sales • Revamped Membership continuing growth trajectory Expenses +20% • Investments in people and systems • FY Expenses ~$2.3M more than PY Cash Flow and Operating Income • Expect break-even operating income and cash flow given early grants payments in 2015 (expected in 2016) • Stronger balance sheet with over $3M cash

Key financial strategy questions How should we balance between earned vs. contributed revenue? How do our expenses break down by function and time horizon? How do we distinguish between grant capital and grant revenue? How do margins vary across our product portfolio? How will our revenue mix evolve after the transformational capital?

Grants allocation 1 : based on expenses of new roles Earned income is roughly enough to just cover costs of hiring for new roles – grants applied to revenue decreases over time to $0 in 2016 $ in ‘000 16,000 $0 14,000 Expenses 12,000 New Roles 10,000 $74k $365k Existing Roles and non-staff costs 8,000 Allocation of Income 6,000 Grants as capital 4,000 Grants as revenue 2,000 Earned Income Other Income - 2014A 2015A 2016E Notes: 1. Nonprofit Finance Fund reference: http://www.nonprofitfinancefund.org/sites/default/files/docs/2010/BuildingIsNotBuying.pdf 2. Grants include strategic grants and individual contributions, i.e. sum of contributed revenue. Other income includes subleases, etc. 3. Other income comprises mainly sub-leases of our DC and CA offices, which is expected to grow in 2016

#GSImpactCall AGENDA Opening remarks Spotlight: The GuideStar Community Programmatic results Financial results Lessons learned Q&A

Getting Feedback from our Stakeholders Sour urce: e: GuideStar 2020, Building the Scaffolding of Social Change

#GSImpactCall T H A N K Y O U ! Questions? Mizmun Kusairi DeLeon Jacob C. Harold Vice President, DeMicoli President, CEO Strategy & Finance Community Manager

#GSImpactCall Additional Information The GuideStar Community: https://community.guidestar.org/welcome Our impact: Next Impact Call: May 10, 2016: http://npo.gs/gsicmay16 GuideStar’s impact page: www.guidestar.org/impact Archives: http://npo.gs/webinararchivesgs Blog resources: The GuideStar Community: http://npo.gs/1S0uRt7 Introducing the New GuideStar Nonprofit Profile: http://npo.gs/1Pfa4S6

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