Skip to content
Nonprofiteer
← CENTER FOR EFFECTIVE PHILANTHROPY INC

Form 990 for tax year 2025

Filed by CENTER FOR EFFECTIVE PHILANTHROPY INC.

Totals

Total revenue
$18,084,378
Total expenses
$15,868,358
Contributions and grants received
$8,821,531
Grants paid
$0
Program service revenue
$8,524,922
Investment income
$737,925
Other revenue
$0
Total assets, end of year
$24,825,007
Total liabilities, end of year
$3,018,903
Net assets or fund balances, end of year
$21,806,104
Program services expenses (Part IX)
$13,623,914
Management and general expenses
$2,036,149
Fundraising expenses
$208,295
Program service expenses (Part III)
$13,623,914

Program services were 85.9% 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

    $8,821,531

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

    total $4,504,860 · related or exempt $4,504,860

  • 2b · Program service revenue: YOUTHTRUTH

    total $2,468,202 · related or exempt $2,468,202

  • 2c · Program service revenue: SPEAKING ENGAGEMENT FEES

    total $1,092,967 · related or exempt $1,092,967

  • 2d · Program service revenue: CEP LEARNING INSTITUTE

    total $458,893 · related or exempt $458,893

  • 3 · Investment income

    total $735,297 · excluded $735,297

  • 7a · Gross sales of assets other than inventory

    securities $1,482,417

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

    securities $1,479,789

  • 7c · Gain or loss

    securities $2,628

  • 7d · Net gain or loss

    total $2,628 · excluded $2,628

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,545,783 · program services $1,840,891 · management and general $581,545 · fundraising $123,347

  • 7 · Other salaries and wages

    total $7,117,903 · program services $6,385,229 · management and general $715,340 · fundraising $17,334

  • 8 · Pension plan contributions

    total $290,310 · program services $261,819 · management and general $27,873 · fundraising $618

  • 9 · Other employee benefits

    total $510,561 · program services $455,072 · management and general $51,331 · fundraising $4,158

  • 10 · Payroll taxes

    total $680,404 · program services $581,473 · management and general $89,473 · fundraising $9,458

  • 11b · Fees: legal

    total $79,520 · management and general $79,520

  • 11c · Fees: accounting

    total $55,500 · management and general $55,500

  • 11f · Fees: investment management

    total $23,506 · management and general $23,506

  • 11g · Fees: other

    total $1,516,231 · program services $1,411,159 · management and general $82,120 · fundraising $22,952

  • 12 · Advertising and promotion

    total $16,065 · program services $13,729 · management and general $2,113 · fundraising $223

  • 13 · Office expenses

    total $135,914 · program services $116,151 · management and general $17,873 · fundraising $1,890

  • 14 · Information technology

    total $552,817 · program services $472,438 · management and general $72,695 · fundraising $7,684

  • 16 · Occupancy

    total $717,102 · program services $612,836 · management and general $94,299 · fundraising $9,967

  • 17 · Travel

    total $219,409 · program services $187,507 · management and general $28,852 · fundraising $3,050

  • 22 · Depreciation, depletion and amortization

    total $170,138 · program services $145,400 · management and general $22,373 · fundraising $2,365

  • 23 · Insurance

    total $42,076 · management and general $42,076

  • 24a · Other expenses: CEP CONFERENCE FACILITI

    total $817,478 · program services $817,478

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $213,774 · program services $182,692 · management and general $28,111 · fundraising $2,971

  • 24c · Other expenses: MEALS

    total $112,866 · program services $96,455 · management and general $14,842 · fundraising $1,569

  • 24d · Other expenses: PROFESSIONAL DEVELOPMEN

    total $51,001 · program services $43,585 · management and general $6,707 · fundraising $709

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,731,126 · end of year $3,973,996

  • 2 · Savings and temporary cash investments

    beginning of year $1,211,414 · end of year $814,751

  • 3 · Pledges and grants receivable

    beginning of year $1,593,986 · end of year $1,720,033

  • 4 · Accounts receivable

    beginning of year $1,055,762 · end of year $1,131,898

  • 9 · Prepaid expenses and deferred charges

    beginning of year $231,019 · end of year $195,327

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

    $1,478,708

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

    $1,300,413

  • 10c · Land, buildings and equipment, net

    beginning of year $301,327 · end of year $178,295

  • 11 · Investments: publicly traded securities

    beginning of year $14,356,634 · end of year $15,703,496

  • 15 · Other assets

    beginning of year $1,146,729 · end of year $1,107,211

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,022,815 · end of year $1,129,723

  • 19 · Deferred revenue

    beginning of year $735,187 · end of year $829,851

  • 25 · Other liabilities

    beginning of year $1,143,065 · end of year $1,059,329

  • 27 · Net assets without donor restrictions

    beginning of year $16,625,632 · end of year $17,355,427

  • 28 · Net assets with donor restrictions

    beginning of year $2,101,298 · end of year $4,450,677

Mission and programs · 2025

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.

  • 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.SEE SCHEDULE O FOR MORE INFORMATION ON PROGRAM SERVICE ACCOMPLISHMENTS.

    Expenses $13,623,914 · Revenue $8,524,922

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Phillip Buchanan

    PRESIDENT

    Total calculated
    $701,020
    From this org
    $636,356
    From related orgs
    $0
    Other
    $64,664
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $528,684
    Bonus
    $107,672
    Other
    $0
    Deferred
    $41,000
    Nontaxable benefits
    $23,664
    Filer's total
    $701,020

  • Anthony Richardson

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Stephanie Hull

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lee Risby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sampriti Ganguli

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Latida Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Taryn Higashi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jesus Gerena

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Don Chen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alesha Washington

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Caroline Altman Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pam Foster

    DIRECTOR (AS OF 7/2025)

    Total calculated
    $0
    Hours/week
    0.5

  • Rihab Babiker

    VP, FINANCE & OPS,TECHNOLOGY/TREASURER

    Total calculated
    $277,819
    From this org
    $241,498
    From related orgs
    $0
    Other
    $36,321
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $220,177
    Bonus
    $21,321
    Other
    $0
    Deferred
    $12,911
    Nontaxable benefits
    $23,410
    Filer's total
    $277,819

  • Kevin Bolduc

    VP, ASSESSMENT & ADVISORY SERVICES

    Total calculated
    $320,580
    From this org
    $302,138
    From related orgs
    $0
    Other
    $18,442
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $277,261
    Bonus
    $24,877
    Other
    $0
    Deferred
    $14,831
    Nontaxable benefits
    $3,611
    Filer's total
    $320,580

  • Elisha Smith Arrillaga

    VP, RESEARCH

    Total calculated
    $315,351
    From this org
    $279,237
    From related orgs
    $0
    Other
    $36,114
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $255,198
    Bonus
    $24,039
    Other
    $0
    Deferred
    $13,227
    Nontaxable benefits
    $22,887
    Filer's total
    $315,351

  • Alyse D'Amico

    VP, PEOPLE & CULTURE

    Total calculated
    $201,527
    From this org
    $183,657
    From related orgs
    $0
    Other
    $17,870
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $168,136
    Bonus
    $15,521
    Other
    $0
    Deferred
    $9,067
    Nontaxable benefits
    $8,803
    Filer's total
    $201,527

  • David McKinney

    VP, YOUTHTRUTH

    Total calculated
    $301,971
    From this org
    $285,291
    From related orgs
    $0
    Other
    $16,680
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $261,653
    Bonus
    $23,638
    Other
    $0
    Deferred
    $5,556
    Nontaxable benefits
    $11,124
    Filer's total
    $301,971

  • Molly Heidemann

    SPECIAL ASST. TO THE PRESIDENT

    Total calculated
    $126,636
    From this org
    $112,236
    From related orgs
    $0
    Other
    $14,400
    Hours/week
    45

  • Grace Nicolette

    VP, PROGRAMMING & EXTERNAL RELATIONS

    Total calculated
    $237,945
    From this org
    $206,111
    From related orgs
    $0
    Other
    $31,834
    Hours/week
    41.7

    Schedule J breakdown matched by us

    Base
    $187,680
    Bonus
    $18,431
    Other
    $0
    Deferred
    $8,581
    Nontaxable benefits
    $23,253
    Filer's total
    $237,945

  • Amber Bradley

    DIRECTOR, CEP LEARNING INSTITUTE

    Total calculated
    $239,721
    From this org
    $210,803
    From related orgs
    $0
    Other
    $28,918
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $192,090
    Bonus
    $18,713
    Other
    $0
    Deferred
    $9,196
    Nontaxable benefits
    $19,722
    Filer's total
    $239,721

  • Andrea De Forest

    DIRECTOR, ORGANIZATIONAL LEARNING & COMMUNICATIONS

    Total calculated
    $224,088
    From this org
    $208,472
    From related orgs
    $0
    Other
    $15,616
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $191,005
    Bonus
    $17,467
    Other
    $0
    Deferred
    $6,718
    Nontaxable benefits
    $8,898
    Filer's total
    $224,088

  • Marinella Boyadzhiev

    DIRECTOR, ASSESSMENT & ADVISORY SERVICES

    Total calculated
    $233,451
    From this org
    $199,752
    From related orgs
    $0
    Other
    $33,699
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $181,864
    Bonus
    $17,888
    Other
    $0
    Deferred
    $10,436
    Nontaxable benefits
    $23,263
    Filer's total
    $233,451

  • Whitney Ivie

    DIRECTOR, CLIENT SERVICES YOUTHTRUTH

    Total calculated
    $204,736
    From this org
    $187,554
    From related orgs
    $0
    Other
    $17,182
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $171,675
    Bonus
    $15,879
    Other
    $0
    Deferred
    $8,482
    Nontaxable benefits
    $8,700
    Filer's total
    $204,736

  • Alice Mei

    SR. MANAGER, ASSESSMENT & ADVISORY SERVICES

    Total calculated
    $185,050
    From this org
    $168,110
    From related orgs
    $0
    Other
    $16,940
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $153,823
    Bonus
    $14,287
    Other
    $0
    Deferred
    $8,329
    Nontaxable benefits
    $8,611
    Filer's total
    $185,050

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
2025
Filed
17 July 2026
IRS schema version
2025v4.2
Source object
202602039349300145

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.