Impact Call

GuideStar Third Quarter Results Reporting2014 

Live Tweeting: #GSImpactCall

AGENDA

GuideStar’s work• Review of quarterly  operational 

results• Lessons learned• Q4 plans

Jacob HaroldPresident & CEO

Special announcement Victoria VranaSenior Program Officer, Gates Foundation

GuideStar’s finances• Review of quarterly financial results

James LumCFO

Question & answer session Audience questions

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Please suggest questions throughout the conversation 

We’ll answer as many as we can.#GSImpactCall

Next Impact Call: Monday, February 23, 2 pm ET 

http://npo.gs/ImpactCall5

Q3 2014

Special announcement

Programmatic results 

Financial results

Lessons learned and Q4 plans

#GSImpactCall

#GSImpactCall

Special Announcement

#GSImpactCall

Victoria Vrana

Senior Program Officer on the Charitable Sector Support team

The Bill & Melinda Gates Foundation

Q3 2014

Special announcement

Programmatic results 

Financial results

Lessons learned and Q4 plans

#GSImpactCall

8

Select “NPO Engagement” Metrics:

1. No longer including "in progress" forms in this measure.2. Percentage of nonprofits in the Gold, Silver, Bronze levels that re-publishes (or publishes for the first time) their

GuideStar Exchange form (note: if one nonprofit publishes 5x in a period, it gets counted 5x).. We are refining this calculation method for 2015, likely to look at updates on a 12-18 month period rather than monthly as is done now.

GUIDESTAR EXCHANGE HISTORIC HISTORIC CURRENT GROWTH GROWTHDescription Q3 2013A Q2 2014A Q3 2014A QoQ YoY

Total GuideStar Exchange Participants1 30,775  38,767  39,771  2.6% 29.2%

Gold 871 3,759  4,403  17.1% 405.5%Silver 18,899  22,407  22,287  ‐0.5% 17.9%Bronze 11,005  12,601  13,081 3.8% 18.9%

Profile Update Ratio2 14% 19.7% 23% 16.7% 62.8%

1. Platform partners include customers of the following products: DonorEdge, Hosted Solution, GPP, and API customers

2. Unique users refers to the ‘new users’ definition from Google Analytics, which is “the number of first-time users during the selected date range“, excluding users to our DonorEdge platforms. YoY decline due to big spike in traffic in late July / early August 2013 from Yahoo technical glitch.

3. API hits went down due to some client non-renewals and technical issues.

REACH HISTORIC HISTORIC CURRENT GROWTH GROWTHDescription Q3 2013A Q2 2014A Q3 2014A QoQ YoY

GuideStar PlatformPartners 1 NA  116 155 33.6% NA

Unique Users2 2,160,456 1,693,604  1,801,350  6.4% ‐16.6%

# New Registered Users 43,746  48,133  56,940  18.3% 30.2%

Pieces of Data NA  2,449,225,999  2,464,316,493  0.6% NA

Number of API Hits3 4,356,772  8,982,442 3,184,819 ‐64.5% ‐26.9%

Select “Reach” Metrics:  

Q3 2014

Special announcement

Programmatic results 

Financial results

Lessons learned and Q4 plans

#GSImpactCall

Disclaimers

• 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.

12#GSImpactCall

Q3 YTD 2014 Top‐Line Performance

13total unrestricted revenue and total expenses

Revenue Expenses

3,189k

2,648k

2,299k2,422k

2,814k

2,382k

k

500k

1,000k

1,500k

2,000k

2,500k

3,000k

3,500k

Q1 Q2 Q3

2,418k 2,439k 2,455k

2,738k 2,766k 2,926k

k

500k

1,000k

1,500k

2,000k

2,500k

3,000k

3,500k

Q1 Q2 Q3

2013

2014

Q3 YTD Bottom‐Line Performance

Cash Flow GAAP Operating Income

771k

209k

(156k)

824k

(315k)

48k

(544k)

(811k) (1,000k)

 (800k)

 (600k)

 (400k)

 (200k)

k

200k

400k

600k

800k

1,000k

Q1 Q2 Q3 YTD

2013

2014

493k274k

31k

798k

(692k)

381k

(637k)

(948k) (1,200k)

 (1,000k)

 (800k)

 (600k)

 (400k)

 (200k)

k

200k

400k

600k

800k

1,000k

Q1 Q2 Q3 YTD

Full Year OutlookRevenue• Seasonally slow Q4• Signs of growth in Product Sales• Revamped Membership already attracting growth• Initial Transformational Capital infusions• FY Revenue ~ ($500k) less than PYExpenses• Run‐rates leveling off• Upcoming investments in G/L replacement and disaster recovery• FY Expenses ~$1.4M more than PYCash Flow and Operating Income• Q4 about break‐even• FY Cash Flow and Operating Losses ~($1.0M)• Reflects investment phase

Q3 2014

Special announcement

Programmatic results 

Financial results

Lessons learned and Q4 plans

#GSImpactCall

17

Discussion#GSImpactCall

Additional Information

Please take our Impact Survey:npo.gs/impactsurvey2014 Next Impact Call:February 23, 2 pm ET: http://npo.gs/ImpactCall5

Our impact:GuideStar’s impact page: www.guidestar.org/impact

February 24, May 12, August 11 Impact Calls:Q&A and archive: http://npo.gs/webinararchivesgs