08.11.14 impact call slides

Impact Call

GuideStar Second Quarter 2014 Results Reporting

Live Tweeting: #GSImpactCall

A few notes about Impact Calls

More than 650 participants

Robust conversation on GuideStar Blog: http://npo.gs/icye2013

GuideStar’s impact page: http://npo.gs/impactpage

Submit feedback here: http://npo.gs/guidestar2020

Next Impact Call: Monday, November 10, 2 pm ET http://npo.gs/impactcall4

AGENDA

GuideStar’s work• GuideStar 2020 strategic plan• Review of quarterly operational and

programmatic results

Jacob HaroldPresident & CEO

GuideStar’s finances• Review of quarterly financial results• Lessons learned

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

Q2 2014

GuideStar 2020

Programmatic results

Financial results#GSImpactCall

#GSImpactCall

#GSImpactCall

…innovation

…collection …distribution

Data…

MORE BETTER FASTER

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REACH DEPTH INTERCONNECTION

PROGRAM FOCUS CONTEXT CONVENIENCE

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GuideStar 2020: Programmatic Data Tools

Programmatic Data Organization Data

Quantitative Data Platinum Silver

Qualitative Data Gold Bronze

http://npo.gs/6apis

GuideStar 2020: APIs

# of fields description

GuideStar Charity Check API

70 The only pre-grant due-diligence tool that is 100% compliant with IRS

GuideStar Exchange API

51 Nonprofit-supplied data

GuideStar Search API

14 Our most common sets of data (Free QuickStart Search API also available)

GuideStar Advanced Search API

40 Narrow in on a specific set of organizations

GuideStar Detail API 44 Combines nonprofit-supplied data with other sources (Free QuickStart Detail API also available)

Simplify API 26 Nonprofit-supplied data tailored for grant management systems and grantseekers

Your feedback mattershttp://npo.gs/guidestar2020

GuideStar 2020

#GSImpactCall

Q2 2014

GuideStar 2020

Programmatic results

Financial results#GSImpactCall

Select “Engagement” Metrics:

1. Number of NPOs regularly sharing any data with any third party portal. Measured annually via a stakeholder survey. 2. ‘In progress’ represents organizations that have provided data via the GuideStar Exchange but not enough to reach the Bronze, Silver, or Gold level.3. Any time a NPO re-publishes (or publishes for the first time) their GuideStar Exchange form.

ENGAGEMENT HISTORIC HISTORIC CURRENT GROWTH GROWTHDescription Q2 2013A Q1 2014A Q2 2014A QoQ YoY

NPOs Sharing Data with Third Party Portals1

Total GuideStar Exchange Participants 63,168 96,363 100,148 3.9% 58.5%

Gold 1,032 2,857 3,759 31.6% 264.2%Silver 6,565 22,959 22,407 -2.4% 241.3%Bronze 374 12,018 12,601 4.9% 3269.3%In Progress2

55,197 58,529 61,381 4.9% 11.2%Profile Update Ratio3 NA 17.1% 19.7% 15.0% NA

1. ‘Unique users’ refers to the ‘new users’ definition from Google Analytics, which is “the number of first-time users during the selected date range"

REACH HISTORIC HISTORIC CURRENT GROWTH GROWTHDescription Q2 2013A Q1 2014A Q2 2014A QoQ YoY

GuideStar Data Partners NA NA 116 NA NA

Unique Users1 1,632,068 1,788,466 1,725,971 -3.5% 5.8%

# New Registered Users 43,960 51,323 48,133 -6.2% 9.5%

Pieces of Data NA NA 2,449,225,999 NA NA

Number of API Hits 5,256,901 10,879,302 8,982,442 -17.4% 70.9%

Select “Reach” Metrics:

Q2 2014

GuideStar 2020

Programmatic results

Financial results#GSImpactCall

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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.

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Q2 2014 Top-Line Performance

Revenue Expenses$2,200k

$2,300k

$2,400k

$2,500k

$2,600k

$2,700k

$2,800k

$2,900k

$2,648k

$2,439k

$2,814k

$2,766k

20132014

total unrestricted revenue and total expenses

Q2 Bottom-Line Performance

Cash Flow GAAP Oper Income$0k

$50k

$100k

$150k

$200k

$250k

$300k

$350k

$400k

$450k

$273k

$209k

$381k

$48k

20132014

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Financing Update• Last 12 months of Packard PRI• 2 years of interest only • Frees up $450k per year• Considering releveraging• First Transformational Capital expected Q4

Full Year OutlookRevenue• Product sales weak in 2nd Half seasonally• Organic revenue growth opportunities

– Sales audit, e-commerce, redesigned Membership• Grants – first Transformational Capital in Q4

Expenses• Run-rates leveling off• Discrete investments in G/L replacement, disaster recovery, 20th

anniversary, and rebranding• Year-over-year comparisons will narrow when we compare on

like basis, accounting for staff investmentsCash Flow and Operating Income• Expected to be negative, reflecting investment mindset

Discussion#GSImpactCall

Additional InformationNext Impact Call:November 10, 2 pm ET: http://npo.gs/impactcall4

Our impact:GuideStar’s impact page: http://npo.gs/impactpage

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

Please give us your feedback:GuideStar Blog: http://npo.gs/guidestar2020