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GuideStar Impact Call
F i r s t 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
May 11, 2015
AGENDA
Spotlight: partnerships
Lessons learned
Programmatic report
Financial results
Q&A
Jacob C. Harold
James Lum
#GSImpactCall
Mizmun Kusairi
Please suggest questions throughout the
conversation.
We’ll answer as many as we can.
Next Impact Call:
Monday, August 10, 2 pm ET
http://npo.gs/Impactcall7
AGENDA
#GSImpactCall
Spotlight: partnerships
Lessons learned
Programmatic report
Financial results
Q&A
Diversity
data
collection
Governance
data
collection
Diversity Data Partnership Reaches Milestone
Organizations that have submitted diversity data:
• 25+ top environmental advocacy nonprofits
• 9 top foundations
• 1,000+ nonprofits nationwide
• 50+ environmental nonprofits
• 25+ environmental foundations
Earth Day Announcement
AGENDA
#GSImpactCall
Spotlight: partnerships
Lessons learned
Programmatic report
Financial results
Q&A
DATA
DISTRIBUTION
DATA
COLLECTION
DATA INNOVATION
GuideStar’s Theory of Change
Quantity
MORE GIVING
Quality
SMARTER GIVING
Efficiency
LESS WASTE
Effectiveness
HIGH
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
1 2 3
1. No longer including "in progress" forms in this measure.
1 Data Collection
HISTORIC HISTORIC CURRENT GROWTH GROWTH
Description Q1 2014A Q4 2014A Q1 2015A QoQ YoY
GuideStar Exchange
Participants1 37,834 41,053 42,390 3.3% 12.0%
Gold 2,857 5,122 5,885 14.9% 106.0%
Silver 22,959 22,103 22,091 -0.1% -3.8%
Bronze 12,018 13,828 14,414 4.2% 19.9%
2 Data Distribution
HISTORIC HISTORIC CURRENT GROWTH GROWTH
Description Q1 2014A Q4 2014A Q1 2015A QoQ YoY
Unique Users 1 1,783,263 1,859,475 1,958,605 5.3% 9.8%
Data Distribution
Network 2 100 184 237 28.8% 137.0%
Exchange Adoption 3 0 8 10 25% NA
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,
and API customers
3. Exchange adoption for Grants and/or Proposals
GuideStar Specific HISTORIC HISTORIC CURRENT GROWTH GROWTH
Description Q1 2014A Q4 2014A Q1 2015A QoQ YoY
Comparison Tool Participants 1 2,333 2,825 2,848 1% 22%
Learning Tool Participants 2 3,740 1,269 6,276 395% 68%
3 Data Innovation
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).
Sector Metric HISTORIC HISTORIC CURRENT GROWTH
Description Source 2012 2013 2014 YoY
Total Estimated U.S.
Charitable Giving
Giving
USA
$320.97b $335.17b
Available
June 16, 2015 TBD
Description Source 2010 2011 2015 YoY
% individual donors
compared organizations
Money
For Good
3% 6% Available 2015 TBD
Four 2015 product priorities in-process
• Profile pages - pages with info on a given nonprofit as
seen through one of our search products
• GX intake tool - the interface a nonprofit uses to share
additional data with GuideStar
• GX Platinum - new component of the GX data entry tool
to collect quantitative programmatic data
• GS Community - user and customer support technology
The GuideStar Community
Coming soon!
AGENDA
#GSImpactCall
Spotlight: partnerships
Lessons learned
Programmatic report
Financial results
Q&A
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.
#GSImpactCal
l
Q1 Top-Line Performance
$3,294k
$2,793k
$2,894k
$2,418k
$2,422k
$2,737k
$4,669k
$2,928k
$0k
$500k
$1,000k
$1,500k
$2,000k
$2,500k
$3,000k
$3,500k
$4,000k
$4,500k
$5,000k
Unrestricted Revenue Operating Expenses
2012 2013
2014 2015
$150k
Grants
$600k
Grants
$3k
Grants
$2,050k
Grants
Q1 Bottom-Line Performance
$23k
$501k$493k $476k
($692k)
($315k)
$1,720k
$1,741k
($1,000k)
($500k)
$0k
$500k
$1,000k
$1,500k
$2,000k
Cash Flow GAAP Oper Income
2012 2013
2014 2015
Strong Balance Sheet
$1,630k
($579k)
$2,123k
($102k)
$1,787k
($235k)
$3,306k
$1,506k
($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
Historical Cash Levels
20
$0k
$500k
$1,000k
$1,500k
$2,000k
$2,500k
$3,000k
$3,500k
$4,000k
Jan
Mar
May
Jul
Sep
Nov
Jan
Mar
May
Jul
Sep
Nov
Jan
Mar
May
Jul
Sep
Nov
Jan
Mar
May
Jul
Sep
Nov
Jan
Mar
May
Jul
Sep
Nov
Jan
Mar
May
Jul
Sep
Nov
Jan
Mar
2009 2010 2011 2012 2013 2014 2015
$3.30M
$1.23M
$3.35M
$3.33M
$1.27M$1.30M
2015 Financials On Track
Revenue ~20%
• Driven by $2.8M goal in Transformational Capital
• 8% growth in Product Sales as features ramp up
• 20% growth in revamped Membership
Expenses ~10%
• Run-rates of investments leveling off
Cash Flow and Operating Income
• ~$300k cash flow and operating income
• Maintain improved balance sheet
• Looking to 2016
T H A N K Y O U !
Questions?
#GSImpactCall
Additional Information
Next Impact Call:
August 10, 2 pm ET: http://npo.gs/Impactcall7
Our impact:
GuideStar’s impact page: www.guidestar.org/impact
Impact Calls:
Q&A and archive: http://npo.gs/webinararchivesgs
#GSImpactCall

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GuideStar Impact Call 5.11.15

Editor's Notes

  1. Here are the things we want to cover today. Let’s dive in. GS’ work: GuideStar 2020 2014 operational results GS’ finances: 2014 financial results
  2. Lessons learned: Planning takes time Powerful transition Less execution Cost to that
  3. **Since Earth Day, we are pleased to share that the ClimateWorks Foundation has pledged to submit their diversity data to GuideStar.** April 22: WASHINGTON, D.C. — Over 25 of the leading environmental advocacy organizations in the United States submitted their employee and board diversity information to the first-of-its-kind data transparency platform on GuideStar, Green 2.0 announced on a press call on Earth Day.  Green 2.0, GuideStar and D5 – who designed the diversity data questionnaire – applauded all of the foundations and organizations that submitted their data, as it is a sign of commitment towards improving diversity at all levels at their respective institutions.  Across the entire nonprofit sector, over 1,000 nonprofits submitted diversity data. Within the environmental sector, over fifty nonprofits and over twenty five foundations submitted diversity data.
  4. **Since Earth Day, we are pleased to share that the ClimateWorks Foundation has pledged to submit their diversity data to GuideStar.** April 22: WASHINGTON, D.C. — Over 25 of the leading environmental advocacy organizations in the United States submitted their employee and board diversity information to the first-of-its-kind data transparency platform on GuideStar, Green 2.0 announced on a press call on Earth Day.  Green 2.0, GuideStar and D5 – who designed the diversity data questionnaire – applauded all of the foundations and organizations that submitted their data, as it is a sign of commitment towards improving diversity at all levels at their respective institutions.  Across the entire nonprofit sector, over 1,000 nonprofits submitted diversity data. Within the environmental sector, over fifty nonprofits and over twenty five foundations submitted diversity data.
  5. Here are the things we want to cover today. Let’s dive in. GS’ work: GuideStar 2020 2014 operational results GS’ finances: 2014 financial results
  6. We pivoted to refine messaging and incentives for GX (anticipate dividends in Q2). Found landing page to be ineffective at converting visitors to participants, so held on mass upsell emails until it is redone.
  7. Unique users: -We had almost 2 million users to gs.org in the first quarter of 2015. -This is a 5.3% increase compared to the previous quarter and nearly a 10% increase when compared to the same quarter of 2014. -This is the best quarter in 4 years. Data Distribution Network – We’ve simplified our API offerings, adjusted pricing to more accurately match the customer base, targeted webinars for prospective customers, and transitioned from an e-commerce sales to a direct sales approach. Exchange Adoption is a new metric aimed to measure the overall adoption of the Simplify “standard”. This number represents the number of foundations who are supporting the Simplify initiative, which means they are using GuideStar Exchange data to pre-populate their own unique grant application.
  8. Comparison and Learning Tool Participants are 2 new metrics we have added to the dashboard. We are tracking the number of nonprofit users that have used GuideStar products to either compare one organization to others or to learn about various topics and/or product functionality. We have decided to slow down the Philanthropedia research in order to shift it over to GuideStar main sight and fully integrate it into the website there. So we have done considerably less research in the last year. Learning Participants – In 2015, we reinvigorated the webinar program by aiming to bring in stronger speakers and content, experiment with our traditional webinar format, and by dedicating more promotional email space to the events. In Q1 we hosted webinars with thought leaders such as Beth Kanter, Andrea Kihlstedt, and Mario Marino. We also presented our first ever 3-part webinar series with the experts at Orr Associates, Inc. This strategy shift along with greater email and social media promotional capacity has proven successful in Q1 and we look forward to continuing high registration numbers and engagement for the rest of 2015.
  9. We are in the beta phase of launching the GuideStar Community. The GuideStar Community will be an engaging, collaborative part of GuideStar's site that will bring together the nonprofit sector. Not only with the GuideStar Community provide a more direct link to GuideStar and our programs and initiatives, it will provide a place to connect with your peers.
  10. Here are the things we want to cover today. Let’s dive in. GS’ work: GuideStar 2020 2014 operational results GS’ finances: 2014 financial results
  11. JAMES
  12. JAMES
  13. JAMES
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  15. Closing thought
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