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Nonprofiteer
← CENTER FOR EFFECTIVE PHILANTHROPY INC

Form 990 for tax year 2023

Filed by CENTER FOR EFFECTIVE PHILANTHROPY INC.

Totals

Total revenue
$13,668,584
Total expenses
$13,962,377
Contributions and grants received
$5,200,916
Grants paid
$0
Program service revenue
$8,109,379
Investment income
$358,289
Other revenue
$0
Total assets, end of year
$22,242,124
Total liabilities, end of year
$3,932,890
Net assets or fund balances, end of year
$18,309,234
Program services expenses (Part IX)
$11,285,361
Management and general expenses
$2,493,406
Fundraising expenses
$183,610
Program service expenses (Part III)
$11,285,361

Program services were 80.8% 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

    $5,200,916

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

    total $4,383,030 · related or exempt $4,383,030

  • 2b · Program service revenue: YOUTHTRUTH

    total $2,731,954 · related or exempt $2,731,954

  • 2c · Program service revenue: SPEAKING ENGAGEMENT FEES

    total $794,536 · related or exempt $794,536

  • 2d · Program service revenue: LEARNING INITIATIVE

    total $199,859 · related or exempt $199,859

  • 3 · Investment income

    total $383,096 · excluded $383,096

  • 7a · Gross sales of assets other than inventory

    securities $2,919,412

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

    securities $2,944,219

  • 7c · Gain or loss

    securities -$24,807

  • 7d · Net gain or loss

    total -$24,807 · excluded -$24,807

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,180,696 · program services $1,635,226 · management and general $459,993 · fundraising $85,477

  • 7 · Other salaries and wages

    total $6,488,111 · program services $5,780,873 · management and general $653,469 · fundraising $53,769

  • 8 · Pension plan contributions

    total $272,358 · program services $245,412 · management and general $25,948 · fundraising $998

  • 9 · Other employee benefits

    total $375,187 · program services $350,925 · management and general $21,957 · fundraising $2,305

  • 10 · Payroll taxes

    total $609,108 · program services $523,857 · management and general $75,931 · fundraising $9,320

  • 11b · Fees: legal

    total $33,516 · management and general $33,516

  • 11c · Fees: accounting

    total $59,030 · management and general $59,030

  • 11g · Fees: other

    total $1,189,243 · program services $325,413 · management and general $863,830

  • 12 · Advertising and promotion

    total $9,029 · program services $7,765 · management and general $1,126 · fundraising $138

  • 13 · Office expenses

    total $156,401 · program services $134,512 · management and general $19,497 · fundraising $2,392

  • 14 · Information technology

    total $448,831 · program services $386,012 · management and general $55,951 · fundraising $6,868

  • 16 · Occupancy

    total $742,118 · program services $638,252 · management and general $92,511 · fundraising $11,355

  • 17 · Travel

    total $202,255 · program services $173,947 · management and general $25,213 · fundraising $3,095

  • 19 · Conferences, conventions and meetings

    total $639,541 · program services $639,541

  • 22 · Depreciation, depletion and amortization

    total $159,501 · program services $137,177 · management and general $19,883 · fundraising $2,441

  • 23 · Insurance

    total $41,133 · management and general $41,133

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $210,047 · program services $180,649 · management and general $26,184 · fundraising $3,214

  • 24b · Other expenses: MEALS

    total $87,686 · program services $75,413 · management and general $10,931 · fundraising $1,342

  • 24c · Other expenses: PROFESSIONAL DEVELOPMEN

    total $58,586 · program services $50,387 · management and general $7,303 · fundraising $896

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,276,888 · end of year $2,099,569

  • 2 · Savings and temporary cash investments

    beginning of year $3,467,425 · end of year $2,364,455

  • 3 · Pledges and grants receivable

    beginning of year $2,255,611 · end of year $1,975,778

  • 4 · Accounts receivable

    beginning of year $966,053 · end of year $551,087

  • 9 · Prepaid expenses and deferred charges

    beginning of year $246,124 · end of year $169,965

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

    $1,377,983

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

    $998,675

  • 10c · Land, buildings and equipment, net

    beginning of year $286,387 · end of year $379,308

  • 11 · Investments: publicly traded securities

    beginning of year $11,214,981 · end of year $12,933,256

  • 15 · Other assets

    beginning of year $2,379,968 · end of year $1,768,706

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,229,948 · end of year $943,474

  • 19 · Deferred revenue

    beginning of year $654,746 · end of year $1,184,650

  • 25 · Other liabilities

    beginning of year $2,444,333 · end of year $1,804,766

  • 27 · Net assets without donor restrictions

    beginning of year $14,202,873 · end of year $15,767,975

  • 28 · Net assets with donor restrictions

    beginning of year $3,561,537 · end of year $2,541,259

Mission and programs · 2023

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

    Expenses $11,285,361 · Revenue $8,109,379

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Stephanie Hull

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Latida Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anthony Richardson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sampriti Ganguli

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jesus Gerena

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paul Beaudet

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lee Alexander Risby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kelvin Taketa

    DIRECTOR (UNTIL 5/2023)

    Total calculated
    $0
    Hours/week
    0.5

  • Hilary Pennington

    DIRECTOR (UNTIL 5/2023)

    Total calculated
    $0
    Hours/week
    0.5

  • Fay Twersky

    DIRECTOR (UNTIL 5/2023)

    Total calculated
    $0
    Hours/week
    0.5

  • Richard Ober

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Taryn Higashi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tiffany Cooper Gueye

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Phillip Buchanan

    PRESIDENT

    Total calculated
    $646,329
    From this org
    $572,678
    From related orgs
    $0
    Other
    $73,651
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $503,167
    Bonus
    $66,922
    Other
    $2,589
    Deferred
    $39,000
    Nontaxable benefits
    $34,651
    Filer's total
    $646,329

  • Elisha Smith Arrillage

    VP, RESEARCH (FROM 06/23)

    Total calculated
    $171,381
    From this org
    $149,861
    From related orgs
    $0
    Other
    $21,520
    Hours/week
    26.25

    Schedule J breakdown matched by us

    Base
    $136,657
    Bonus
    $12,874
    Other
    $330
    Deferred
    $3,076
    Nontaxable benefits
    $18,444
    Filer's total
    $171,381

  • Molly Heidemann

    CLERK/SEN. EXEC. ASSIST. TO THE PRES

    Total calculated
    $116,904
    From this org
    $100,824
    From related orgs
    $0
    Other
    $16,080
    Hours/week
    45

  • Grace Nicolette

    VP, PROGRAMMING & EXTERNAL RELATIONS/ OFFICER

    Total calculated
    $204,214
    From this org
    $163,041
    From related orgs
    $0
    Other
    $41,173
    Hours/week
    35.55

    Schedule J breakdown matched by us

    Base
    $146,760
    Bonus
    $14,630
    Other
    $1,651
    Deferred
    $5,654
    Nontaxable benefits
    $35,519
    Filer's total
    $204,214

  • Alyse D'Amico

    VP, PEOPLE & CULTURE/ OFFICER

    Total calculated
    $173,095
    From this org
    $151,338
    From related orgs
    $0
    Other
    $21,757
    Hours/week
    32.85

    Schedule J breakdown matched by us

    Base
    $136,882
    Bonus
    $12,863
    Other
    $1,593
    Deferred
    $7,790
    Nontaxable benefits
    $13,967
    Filer's total
    $173,095

  • Rihab Babiker

    VP, FINANCE & OPERATIONS/ TREASURER

    Total calculated
    $257,553
    From this org
    $205,238
    From related orgs
    $0
    Other
    $52,315
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $185,263
    Bonus
    $18,376
    Other
    $1,599
    Deferred
    $11,128
    Nontaxable benefits
    $41,187
    Filer's total
    $257,553

  • Jennifer Vorse Wilka

    EXECUTIVE DIRECTOR, YOUTHTRUTH/ OFFICER

    Total calculated
    $307,760
    From this org
    $255,527
    From related orgs
    $0
    Other
    $52,233
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $232,393
    Bonus
    $22,475
    Other
    $659
    Deferred
    $12,486
    Nontaxable benefits
    $39,747
    Filer's total
    $307,760

  • Kevin Bolduc

    VP, ASSESSMENT & ADVISORY SERVICES/ OFFICER

    Total calculated
    $303,459
    From this org
    $287,295
    From related orgs
    $0
    Other
    $16,164
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $261,670
    Bonus
    $23,564
    Other
    $2,061
    Deferred
    $13,091
    Nontaxable benefits
    $3,073
    Filer's total
    $303,459

  • Andrea De Forest

    DIRECTOR, ORGANIZATIONAL LEARNING & COMMUNICATIONS

    Total calculated
    $217,062
    From this org
    $197,622
    From related orgs
    $0
    Other
    $19,440
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $179,060
    Bonus
    $16,544
    Other
    $2,018
    Deferred
    $6,260
    Nontaxable benefits
    $13,180
    Filer's total
    $217,062

  • Jimmy Simpson Jr

    DIRECTOR OF PARTNERSHIPS, YOUTHTRUTH

    Total calculated
    $192,642
    From this org
    $174,717
    From related orgs
    $0
    Other
    $17,925
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $159,788
    Bonus
    $14,553
    Other
    $376
    Deferred
    $8,085
    Nontaxable benefits
    $9,840
    Filer's total
    $192,642

  • Marinella Boyadzhiev

    DIRECTOR, ASSESSMENT & ADVISORY SERVICES

    Total calculated
    $228,463
    From this org
    $184,466
    From related orgs
    $0
    Other
    $43,997
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $166,872
    Bonus
    $16,113
    Other
    $1,481
    Deferred
    $8,952
    Nontaxable benefits
    $35,045
    Filer's total
    $228,463

  • Amber Bradley

    DIR. ADV. SVC(7/23)DIR. LEARN. INST.

    Total calculated
    $227,549
    From this org
    $187,352
    From related orgs
    $0
    Other
    $40,197
    Hours/week
    41.4

    Schedule J breakdown matched by us

    Base
    $170,230
    Bonus
    $16,361
    Other
    $761
    Deferred
    $9,468
    Nontaxable benefits
    $30,729
    Filer's total
    $227,549

  • Austin Long

    DIRECTOR, ASSESSMENT & ADVISORY SERVICES

    Total calculated
    $195,039
    From this org
    $170,779
    From related orgs
    $0
    Other
    $24,260
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $155,982
    Bonus
    $14,447
    Other
    $350
    Deferred
    $10,024
    Nontaxable benefits
    $14,236
    Filer's total
    $195,039

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
2023
Filed
30 July 2024
IRS schema version
2023v5.1
Source object
202442149349301129

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