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Nonprofiteer
← CENTER FOR EFFECTIVE PHILANTHROPY INC

Form 990 for tax year 2022

Filed by CENTER FOR EFFECTIVE PHILANTHROPY INC.

Totals

Total revenue
$13,719,145
Total expenses
$13,484,524
Contributions and grants received
$6,662,528
Grants paid
$0
Program service revenue
$6,899,181
Investment income
$157,436
Other revenue
$0
Total assets, end of year
$22,093,437
Total liabilities, end of year
$4,329,027
Net assets or fund balances, end of year
$17,764,410
Program services expenses (Part IX)
$10,697,352
Management and general expenses
$2,614,106
Fundraising expenses
$173,066
Program service expenses (Part III)
$10,697,352

Program services were 79.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $6,662,528

  • 2a · Program service revenue: ASSESSMENT AND ADVISORY SERVICES

    total $4,452,579 · related or exempt $4,452,579

  • 2b · Program service revenue: YOUTHTRUTH

    total $2,423,868 · related or exempt $2,423,868

  • 2c · Program service revenue: SPEAKING ENGAGEMENT FEES

    total $22,734 · related or exempt $22,734

  • 3 · Investment income

    total $152,945 · excluded $152,945

  • 7a · Gross sales of assets other than inventory

    securities $2,346,840

  • 7b · Less cost or other basis and sales expenses

    securities $2,342,349

  • 7c · Gain or loss

    securities $4,491

  • 7d · Net gain or loss

    total $4,491 · excluded $4,491

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,162,871 · program services $1,673,059 · management and general $419,940 · fundraising $69,872

  • 7 · Other salaries and wages

    total $5,981,287 · program services $5,209,729 · management and general $712,582 · fundraising $58,976

  • 8 · Pension plan contributions

    total $217,295 · program services $191,016 · management and general $24,946 · fundraising $1,333

  • 9 · Other employee benefits

    total $373,089 · program services $341,938 · management and general $29,479 · fundraising $1,672

  • 10 · Payroll taxes

    total $550,638 · program services $467,499 · management and general $74,827 · fundraising $8,312

  • 11b · Fees: legal

    total $50,497 · management and general $50,497

  • 11c · Fees: accounting

    total $48,091 · management and general $48,091

  • 11g · Fees: other

    total $1,882,082 · program services $963,657 · management and general $918,425

  • 12 · Advertising and promotion

    total $20,014 · program services $16,992 · management and general $2,720 · fundraising $302

  • 13 · Office expenses

    total $97,338 · program services $82,480 · management and general $13,373 · fundraising $1,485

  • 14 · Information technology

    total $443,923 · program services $376,897 · management and general $60,325 · fundraising $6,701

  • 16 · Occupancy

    total $936,805 · program services $795,359 · management and general $127,304 · fundraising $14,142

  • 17 · Travel

    total $150,110 · program services $127,445 · management and general $20,399 · fundraising $2,266

  • 22 · Depreciation, depletion and amortization

    total $181,847 · program services $154,552 · management and general $24,566 · fundraising $2,729

  • 23 · Insurance

    total $39,139 · management and general $39,139

  • 24a · Other expenses: MEALS

    total $139,033 · program services $118,041 · management and general $18,893 · fundraising $2,099

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $127,535 · program services $108,279 · management and general $17,331 · fundraising $1,925

  • 24c · Other expenses: PROFESSIONAL DEVELOPMEN

    total $43,402 · program services $36,849 · management and general $5,898 · fundraising $655

  • 24d · Other expenses: EQUIPMENT RENTAL AND MA

    total $39,528 · program services $33,560 · management and general $5,371 · fundraising $597

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $701,262 · end of year $1,276,888

  • 2 · Savings and temporary cash investments

    beginning of year $12,577,366 · end of year $3,467,425

  • 3 · Pledges and grants receivable

    beginning of year $2,064,857 · end of year $2,255,611

  • 4 · Accounts receivable

    beginning of year $430,705 · end of year $966,053

  • 9 · Prepaid expenses and deferred charges

    beginning of year $224,584 · end of year $246,124

  • 10a · Land, buildings and equipment: cost or other basis

    $1,145,025

  • 10b · Land, buildings and equipment: accumulated depreciation

    $858,638

  • 10c · Land, buildings and equipment, net

    beginning of year $330,883 · end of year $286,387

  • 11 · Investments: publicly traded securities

    beginning of year $3,490,224 · end of year $11,214,981

  • 15 · Other assets

    beginning of year $41,048 · end of year $2,379,968

  • 17 · Accounts payable and accrued expenses

    beginning of year $783,444 · end of year $1,229,948

  • 19 · Deferred revenue

    beginning of year $1,130,003 · end of year $654,746

  • 25 · Other liabilities

    beginning of year $0 · end of year $2,444,333

  • 27 · Net assets without donor restrictions

    beginning of year $15,851,837 · end of year $14,202,873

  • 28 · Net assets with donor restrictions

    beginning of year $2,095,645 · end of year $3,561,537

Mission and programs · 2022

Mission

CEP PROVIDES DATA, FEEDBACK, PROGRAMS, AND INSIGHTS TO HELP INDIVIDUAL AND INSTITUTIONAL DONORS IMPROVE THEIR EFFECTIVENESS. WE DO THIS WORK BECAUSE WE BELIEVE EFFECTIVE DONORS, WORKING COLLABORATIVELY AND THOUGHTFULLY, CAN PROFOUNDLY CONTRIBUTE TO CREATING A BETTER AND MORE JUST WORLD.

  • THE CENTER FOR EFFECTIVE PHILANTHROPY (CEP) PURSUES ITS MISSION THROUGH ASSESSMENT AND ADVISORY SERVICES, RESEARCH, ITS YOUTHTRUTH INITIATIVE, AND PROGRAMMING AND EXTERNAL RELATIONS ACTIVITIES SUCH AS WEBINARS AND IN-PERSON PROGRAMS AND OUR BLOG. IN 2022, CEP CONDUCTED RESEARCH ON HOW FOUNDATIONS ARE ENGAGING WITH CLIMATE CHANGE. AMONG THE FINDINGS FROM OUR RESEARCH REPORT MUCH ALARM, LESS ACTION: FOUNDATIONS AND CLIMATE CHANGE, WERE THAT "DESPITE FOUNDATION LEADERS' CONCERNS ABOUT CLIMATE CHANGE, FOUNDATION EFFORTS TO ADDRESS CLIMATE CHANGE ARE RELATIVELY LIMITED - IN TERMS OF GRANT DOLLARS AND INVESTMENT PRACTICES - AND ARE ALSO SEEN AS LIMITED IN EFFECTIVENESS." ANOTHER CEP RESEARCH STUDY UNDERTAKEN IN 2022 FOCUSED ON THE IMPACT OF LARGE, UNRESTRICTED GIFTS, TRACKING THE IMPACT OF MACKENZIE SCOTT'S GIVING ON RECIPIENT ORGANIZATIONS. WE RELEASED THE FIRST REPORT IN THIS THREE-YEAR STUDY IN LATE 2022, ENTITLED, GIVING BIG: THE IMPACT OF LARGE, UNRESTRICTED GIFTS ON NONPROFITS. THE REPORT DISCUSSES THE EFFECT OF THE GIFTS AS WELL AS HOW THE MONEY IS BEING SPENT BY RECIPIENT ORGANIZATIONS. CEP DELIVERED 126 ASSESSMENT AND ADVISORY SERVICES ENGAGEMENTS TO FOUNDATIONS AND GRANTMAKERS IN 2022, INCLUDING THE GRANTEE PERCEPTION REPORT (GPR), THE APPLICANT PERCEPTION REPORT (APR), THE STAFF PERCEPTION REPORT (SPR), THE DONOR PERCEPTION REPORT (DPR), AND CUSTOM ADVISORY PROJECTS. THESE ASSESSMENTS HELP FUNDERS HEAR FROM CRUCIAL CONSTITUENCIES AND IMPROVE THEIR EFFECTIVENESS.CEP CONTINUED OUR WORK ON THE YOUTHTRUTH PROJECT, GATHERING COMPARATIVE FEEDBACK FROM HUNDREDS OF THOUSANDS OF STUDENTS AS WELL AS FAMILIES AND STAFF ABOUT THEIR SCHOOL EXPERIENCES; CREATING ONLINE INTERACTIVE REPORTS FOR SCHOOL AND DISTRICT ADMINISTRATORS; AND PROVIDING FOLLOW-UP ADVISORY SUPPORT. IN 2022, YOUTHTRUTH FIELDED 2,700 SURVEYS ACROSS MORE THAN 1,100 SCHOOLS AND SHARED FINDINGS FROM ITS AGGREGATE DATASET ON A RANGE OF KEY TOPICS, SUCH AS SENIORS' POSTSECONDARY PLANS AND STUDENTS' EMOTIONAL AND MENTAL HEALTH. CEP PRODUCED A THIRD SEASON OF THE GIVING DONE RIGHT PODCAST THAT SAW THE GREATEST NUMBER OF DOWNLOADS YET. CEP ALSO HOSTED VIRTUAL EVENTS ON TOPICS RELATED TO CEP RESEARCH THAT WERE WIDELY ATTENDED AND CONTINUE TO BE A RESOURCE IN THE SECTOR. IN ADDITION, STAFF ENGAGED CEP'S AUDIENCE AND EXPANDED THE ORGANIZATION'S REACH THROUGH BIWEEKLY BLOGS, A MONTHLY NEWSLETTER, COMMENTARY IN MAINSTREAM AND INDUSTRY PRESS, AND THROUGH SOCIAL MEDIA CHANNELS.

    Expenses $10,697,352 · Revenue $6,899,181

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Phillip Buchanan

    PRESIDENT

    Total calculated
    $631,827
    From this org
    $555,960
    From related orgs
    $0
    Other
    $75,867
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $480,844
    Bonus
    $73,598
    Other
    $1,518
    Deferred
    $35,750
    Nontaxable benefits
    $40,117
    Filer's total
    $631,827

  • Kevin Bolduc

    VP, ASSESSMENT & ADVISORY

    Total calculated
    $295,152
    From this org
    $277,098
    From related orgs
    $0
    Other
    $18,054
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $250,989
    Bonus
    $25,114
    Other
    $995
    Deferred
    $13,863
    Nontaxable benefits
    $4,191
    Filer's total
    $295,152

  • Jennifer Wilka

    EXECUTIVE DIRECTOR, YOUTHTRUTH

    Total calculated
    $274,574
    From this org
    $218,178
    From related orgs
    $0
    Other
    $56,396
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $196,239
    Bonus
    $21,383
    Other
    $556
    Deferred
    $11,788
    Nontaxable benefits
    $44,608
    Filer's total
    $274,574

  • Rihab Babiker

    VP, FINANCE & OPERATIONS, TREASURER

    Total calculated
    $254,700
    From this org
    $196,114
    From related orgs
    $0
    Other
    $58,586
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $176,175
    Bonus
    $19,439
    Other
    $500
    Deferred
    $10,692
    Nontaxable benefits
    $47,894
    Filer's total
    $254,700

  • Austin Long

    SENIOR DIRECTOR

    Total calculated
    $242,808
    From this org
    $189,874
    From related orgs
    $0
    Other
    $52,934
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $170,735
    Bonus
    $18,708
    Other
    $431
    Deferred
    $10,311
    Nontaxable benefits
    $42,623
    Filer's total
    $242,808

  • Amber Bradley

    DIRECTOR, ASSESSMENT & ADVISORY SERVICES

    Total calculated
    $238,440
    From this org
    $192,206
    From related orgs
    $0
    Other
    $46,234
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $172,632
    Bonus
    $18,850
    Other
    $724
    Deferred
    $7,975
    Nontaxable benefits
    $38,259
    Filer's total
    $238,440

  • Marinella Boyadzhiev

    DIRECTOR, ASSESSMENT & ADVISORY SERVICES

    Total calculated
    $224,774
    From this org
    $181,360
    From related orgs
    $0
    Other
    $43,414
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $163,795
    Bonus
    $17,174
    Other
    $391
    Deferred
    $8,346
    Nontaxable benefits
    $35,068
    Filer's total
    $224,774

  • Ellie Buteau

    VP,RESEARCH(UNTIL 6/22)/DIRECTOR, RESEARCH (AS O

    Total calculated
    $220,787
    From this org
    $189,360
    From related orgs
    $0
    Other
    $31,427
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,421
    Bonus
    $17,435
    Other
    $504
    Deferred
    $8,834
    Nontaxable benefits
    $22,593
    Filer's total
    $220,787

  • Grace Nicolette

    VP, PROGRAMMING & EXTERNAL RELATIONS

    Total calculated
    $203,026
    From this org
    $153,995
    From related orgs
    $0
    Other
    $49,031
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $138,056
    Bonus
    $15,551
    Other
    $388
    Deferred
    $5,084
    Nontaxable benefits
    $43,947
    Filer's total
    $203,026

  • Brian Postow

    SOFTWARE ARCHITECT, SERVICES AND YOUTHTRUTH

    Total calculated
    $195,900
    From this org
    $168,571
    From related orgs
    $0
    Other
    $27,329
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $151,730
    Bonus
    $15,924
    Other
    $917
    Deferred
    $8,498
    Nontaxable benefits
    $18,831
    Filer's total
    $195,900

  • Andrea De Forest

    DIRECTOR, ORG. LEARNING & COMMS

    Total calculated
    $189,997
    From this org
    $172,541
    From related orgs
    $0
    Other
    $17,456
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $154,961
    Bonus
    $15,733
    Other
    $1,847
    Deferred
    $4,924
    Nontaxable benefits
    $12,532
    Filer's total
    $189,997

  • Alyse D'Amico

    VP, PEOPLE & CULTURE

    Total calculated
    $168,160
    From this org
    $140,374
    From related orgs
    $0
    Other
    $27,786
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $126,269
    Bonus
    $13,607
    Other
    $498
    Deferred
    $5,234
    Nontaxable benefits
    $22,552
    Filer's total
    $168,160

  • Molly Heidemann

    CLERK/SEN. EXEC. ASSIST. TO THE PRESIDENT

    Total calculated
    $114,645
    From this org
    $96,869
    From related orgs
    $0
    Other
    $17,776
    Hours/week
    45

  • Tiffany Cooper Gueye

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Fay Twersky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Hilary Pennington

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kelvin Taketa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paul Beaudet

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard Ober

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sampriti Ganguli

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Hull

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tony Richardson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lee Alexander Risby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
ALL OFFICERS AND HIGHEST COMPENSATED EMPLOYEES RECEIVED INCENTIVE COMPENSATION BASED ON THE PERFORMANCE OF THE ORGANIZATION. SEE SCHEDULE J PART II.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
14 July 2023
IRS schema version
2022v5.0
Source object
202322149349301717

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