Impact Call GuideStar 2013 Results Reporting
Live Tweeting: #GuideStar
AGENDA Introduction
• Welcome • Purpose • Logistics
Mari Kuraishi Chair, Board of Directors
GuideStar’s work • GuideStar 2020 strategic plan • Review of 2013 programmatic results • Lessons learned
Jacob Harold President & CEO
GuideStar’s finances • Review of 2013 financial results
James Lum CFO
Question & answer session Audience questions
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Please suggest questions throughout the conversation We’ll answer as many as we can.
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Data Collection Data Distribution
Data Innovation
Program focus Context Convenience
More data Reach
Better data Depth
Faster data Interconnection
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2012 2013 % Change
# of 990 Images 3,768,137 4,026,220 7%
Conversations with NPOs 30,949 34,287 11%
DonorEdge profiles 5309 6697 26%
GS Exchange participants (Bronze) N/A 11744 N/A
GS Exchange participants (Silver) N/A 22319 N/A
GS Exchange participants (Gold) N/A 2407 N/A
Programmatic metrics: Data Collection
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2012 2013 % Change
Website visits 9,808,647 12,153,987 24%
Web services hits 15,275,834 22,432,677 47%
Social media followers 39,228 67,166 58%
Marketing emails sent 32,791,409 31,600,932 -4%
Programmatic metrics: Data Distribution
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2012 2013 % Change
# of expert reviews 3335 3983 19%
# of NPO reviews 4692 5759 23%
Programmatic metrics: Data Innovation
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1: Refresh ONE GuideStar - EXternal • Update GuideStar.org • Refresh GuideStar brand identity
2: Create 21st Century Business Model • Launch Simplify project (TAG) • Increase GX participation to field-wide standard • Conduct product portfolio strategic planning -
short-term and long-term • Extend SaaS products to more community
foundations and other communities of interest
3: Enhance Data • Increase data quantity and type to increase
appeal of search products to target market segments
• Improve program data or tools to strengthen current and enable new products
• Improve data accessibility, usability, and quality to strengthen current product offerings and enable new products
4: Improve Financial Sustainability • Rearticulate membership program • Raise sufficient philanthropic capital • Exceed the Direct Sales budget by 10% • Increase E-Commerce revenue - in
particular volume-based growth • Manage expenses (relative to revenues)
to maintain minimum cash level and cash flow
• Create financial culture for organization supported by appropriate policies, processes, and systems
5: Reinforce One GS .Org - INternal • Strengthen GS culture and values • Create clarity on roles, responsibilities,
and internal collaboration systems and processes
• Create systematic and data-driven decision-making processes
2014 Objectives
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Williamsburg
San Francisco
Washington, DC
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Always make new mistakes.
—Esther Dyson
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Year-End 2013 Financial Results
GuideStar Impact Call February 24, 2014
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Disclaimers
• 2013 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.
16 #GuideStar
Top-Line Performance
$10,327k
$11,308k $11,261k
$11,877k
$11,189k
$10,808k
$11,163k
$10,194k
$9,250k
$9,500k
$9,750k
$10,000k
$10,250k
$10,500k
$10,750k
$11,000k
$11,250k
$11,500k
$11,750k
$12,000k
$12,250k
Revenue Expenses
2010201120122013
unaudited total unrestricted revenue and total expenses #GuideStar
Bottom-Line Performance
18
($1,280k)
($982k)
($760k) ($615k)
$219k
$380k
$849k $969k
($1,500k)
($1,250k)
($1,000k)
($750k)
($500k)
($250k)
$0k
$250k
$500k
$750k
$1,000k
$1,250k
Cash Flow GAAP Oper Income
2010
2011
2012
2013
2013 figures unaudited
Cumulative Operating Income Comparison
19
($1,048k)
$1,349k
$301k
($1,500k)
($1,000k)
($500k)
$k
$500k
$1,000k
$1,500k
Prev. 17 Years 2012/2013 To Date
GAAP Operating Income = Change in Unrestricted Net Assets 2013 figures unaudited #GuideStar
$1,410k
$1,068k
$k
$500k
$1,000k
$1,500k
$2,000k
$2,500k
$3,000k
2012/2013Prev. 17 Years
Cumulative Cash Flow Comparison
20
$2.5M
43%
57%
+$2.1M debt, 2008
($650k) debt payments
Debt : $1.45M Currently
2013 figures unaudited
$2.5M Total
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Discussion #GuideStar
Additional Information
Our impact: • GuideStar’s impact page:
http://npo.gs/impactpage
Feedback and archive: • GuideStar Blog: http://npo.gs/icye2013
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