GuideStar Impact Call · 8/15/2017 · GuideStar Impact Call Second Quarter Results Reporting...

GuideStar Impact Call

S e c o n d Q u a r t e r R e s u l t s R e p o r t i n g

August 15, 2017

#GSImpactCall

Please suggest questions throughout the conversation. (We’ll answer as many as we can.)

Note:

Today’s webinar will

be recorded. We will

email everyone a

copy of the recording

after the event. Questions

go in the “questions” tab

#GSImpactCall 2

GuideStar Impact CallS e c o n d Q u a r t e r R e s u l t s R e p o r t i n g

August 15, 2017

Jacob Harold

President & CEO

Mizmun Kusairi

Vice President,

Strategy and Finance

Eva Nico

Senior Director,

Programs

#GSImpactCall 3

AGENDA

Who is GuideStar? Why an Impact Call?

What’s new? What’s coming soon?

What are GuideStar’s recent results?

What have we learned?

Do you have any questions?

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2

3

4

5

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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?

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Data & Information Flow in the Social Sector


Better data.

Better decisions.

Better world.Data & Information Flow in the Social Sector

6#GSImpactCall


Better data.

Better decisions.


7#GSImpactCall

Data & Information Flow in the Social SectorBetter data.

Better decisions.

Better world.


Better data.

Better decisions.


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So, tell us:

2. What’s new? What’s coming soon?

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How often do you look at GuideStar Nonprofit Profiles

on your mobile devices?

oOften

oOccasionally

oNot at all


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You can still

download IRS

Forms 990

New GuideStar

Charity Check

display

New GuideStar

Seals of

Transparency

Same

navigation

Clickable URLS

New display of

addresses in a

modal


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Updated

layout to

better fit

more types

of screens


#GSImpactCall#GSImpactCall12

New field!

New

opportunity to

report on a

Program’s

service areas

in the Bronze

section


#GSImpactCall#GSImpactCall13


#GSImpactCall14

One Stop…Many Destinations

112K + social media followers

8M +annual unique users

All major US Donor

Advised Funds

20+donation portals

processing

$150M+ annually

100sof other apps,

websites, and

programs

Starts on GuideStar.org… …Travels to Our Network of Partners


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Some Partners & Their Channels

Grants ManagementDonor Advised FundsOnline Giving


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http://fluxx.io/

http://www.foundant.com/

So, tell us:


#GSImpactCall 17

I want more about nonprofit…

o Programs & results

o Financial health & management

o People

o Operations & practices

o External assessments (e.g. reviews/awards/lists)

DataIncrease breadth, depth, and quality

Toolsto aid foundations, nonprofits, giving

platforms and more

Activities by Many Other

Important Nonprofit

Organizations

Reachthrough partnerships with giving

platforms, foundations, more

Thought Leadershipto enable higher understanding of the

nonprofit sector through data

Activities

Metrics: Are we providing

what we set out to provide? 1

Trust in nonprofit sector

Donor decisions

influenced by data

Supportive policy

environment

Simplified fundraising

systems

Greater collaboration

Fast learning among

nonprofits

User Outcomes

Evidence: Is what we’re providing

leading to outcomes?2

QuantityMORE GIVING

QualitySMARTER GIVING

EfficiencyLESS WASTE

EffectivenessHIGH PERFORMANCE

IMPACT

Donors

Nonprofits

Field Outcomes

Research: Is there existing research that

proves connections between user and field

outcomes?

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3. What are GuideStar’s recent results?

#GSImpactCall

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Data

Key Question: How much data do we have?

Key Question: How good is this data?

#GSImpactCall

2,854,934,296

2,965,650,024 2,994,439,283

3,097,946,959 3,121,131,945

3,253,034,194

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

# of Data Points

8,493 8,863 9,514 10,274 11,585 12,383

16,834 15,851 15,615 15,519 16,153 16,338

8,664 8,650 8,834 9,114 9,555 9,906679 1,142 1,627 2,127 2,636

33,991 34,043 35,105 36,534 39,420 41,263

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

Platinum, Gold, Silver, Bronze Profiles

Bronze Silver Gold Platinum 19


632 590 583 454

128 112 127114

1,339 1,385 1,469 1,539

2,099 2,087 2,179 2,107

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

# Customers in each Product Category2

Data Services Platform Web

Tools and

ResourcesKey Question: How are our tools and resources used? How often are they used?

1. Monthly Active Users is calculated by # of active individual users divided by total # of paying individual users. It includes only GuideStar.org products, including Premium and Pro Search, Charity Check, and Financial SCAN.

2. # Customers in each product category is the number of accounts we gain during each quarter. It is not a cumulative count of the number of customers we have at the time. Q1 and Q2 numbers are not available as we

moved to Salesforce in Q3 2016, which provided a more accurate customer count.

#GSImpactCall

Move

d t

o S

ale

sfo

rce

4,945,678 4,581,398 4,881,523 5,346,085 5,869,770 6,576,937

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

# of Searches on GuideStar.org

47% 44%

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

Monthly Active Users1

20


33 33 35

40 42

43

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

191

201

216

207 211

217

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

Reach

Key Question: How many users do we have?

Number of websites and organizations (outside of our organization) that share

our resources and information2

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. Total registered users include all registered users in GuideStar’s database.

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)

# of foundations that have adopted

GuideStar for Grant Applications3

#GSImpactCall

2,921,0062,985,275

3,052,8723,125,626

3,210,894

3,289,989

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

Cumulative Registered Users1

2,022,582

1,607,430

1,821,714

2,039,8552,600,183

2,626,216

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

Unique Users

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http://www.guidestar.org/

Thought

Leadership

3. What are GuideStar’s recent result?

Key Question: How much content do we put out? How many people receive it?

#GSImpactCall

12972,440 2,318

7,213

3313 3754

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

Earned Media Placement

64,057 63,022

129,983 141,712

202,836

162,485

56 51 53 53 61 65

-

50

100

150

200

250

300

350

400

0

50,000

100,000

150,000

200,000

250,000

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

GuideStar Blogs Published and Blog Views

1,144 1,236

2,453 2,6743,325

2,500

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

Average views per post

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#GSImpactCall

Unrestricted Surplus of $0.1M, ahead of budget target due to

spending and hiring delays

$3.4

$(0.6)$(0.3)

$3.1 $3.0

$0.1

$(0.1)

$3.3 $3.3

$(0.1)

Revenue Expense Change in Unrestricted Revenue Change in Total Net Assets

Q2 2016 Actual Q2 2017 Actual Q2 2017 Budget

+$0.3M1

$2.9

-$0.2M1

$3.1Unrestricted

Revenue

$2.8

($M)

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3. What are GuideStar’s recent results?3. What are GuideStar’s recent results?

#GSImpactCall

Current performance roughly on budget targets, but forecast

not as positive

$3.2 $3.2 $3.2 $3.4 $3.6

$1.5 $1.1 $0.7

$0.7 $0.6

$2.4

$1.9 $1.9 $2.1

$1.6

Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017

Total Liabilities Total Net Assets Cash

$4.7M$4.3M

$4.0M$4.2M $4.2M

Total

Assets:

Q2 2017 Actual Q2 2017 Budget TargetCash Balance ($K) 1,619 1,683

Cash Cover/Avg. Monthly Expense 1.6x 1.6x

Cash Cover/Max Burn2 5.2x 4.4x

1. Represents change in Total Net Assets (some rounding) 2. Calculation includes: Product Sales only / Product Sales and Membership. Actual avg.

expenses significantly lower than budgeted, thus causing higher actual coverage

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• Feedback from users needs to guide changes to the user experience

• Don’t let the perfect be the enemy of the good – make quick fixes!

• New data can open new doors for innovation

4. What have we learned?

#GSImpactCall

New Profiles Launch

25

Questions?

Jacob Harold

President & CEO

Mizmun Kusairi

Vice President,

Strategy and Finance

Eva Nico

Senior Director,

Programs

6. Do you have any questions?

#GSImpactCall 26

5. Do you have any questions?

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 27

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?

Download a copy of our free Impact Call template:

guidestar.org/impact

#GSImpactCall 28

GuideStar Impact Call · 8/15/2017 · GuideStar Impact Call Second Quarter Results Reporting...

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