GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS (EIN 010669150) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

MARCUS WALTON

Phone

2028981823

Tax Period

2024-01-01 to 2024-12-31

GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS, founded in 2002, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $10.0M in total revenue in fiscal year 2024. Revenue surged 105% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 25% operating margin.

Mission

GEO IS A COMMUNITY OF FUNDERS COMMITTED TO TRANSFORMING PHILANTHROPIC CULTURE AND PRACTICE BY CONNECTING MEMBERS TO THE RESOURCES AND RELATIONSHIPS NEEDED TO SUPPORTTHRIVING NONPROFITS AND COMMUNITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,299,931

Program Service Revenue $1,419,608

Investment Income $293,669

Other Revenue $1,114

TOTAL REVENUE $10,014,322

Expense Breakdown

Grants Paid $63,416

Salaries & Benefits $4,106,608

Fundraising Expenses $519,001

Program Expenses $5,447,252

Other Expenses $3,382,980

TOTAL EXPENSES $7,553,004

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,014,322	$4,894,643	+1.0%
Expenses	$7,553,004	$7,061,278	+0.1%
Net Income	$2,461,318	$-2,166,635	-2.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

480

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$581,363

Total Directors

Key Employees

$688,562

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANITA PATEL	VICE CHAIR	1.00	Director	$0	$0	$0
CHERA REID PHD	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH AUBERT THOMAS	BOARD MEMBER	1.00	Director	$0	$0	$0
DENISE ST OMER	CHAIR	1.00	Director	$0	$0	$0
DENNIS QUIRIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DR JOHN H JACKSON	BOARD MEMBER	1.00	Director	$0	$0	$0
HANH LE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOANNA JACKSON	BOARD MEMBER	1.00	Director	$0	$0	$0
M GABRIELA ALCALDE	BOARD MEMBER	1.00	Director	$0	$0	$0
NEEL HAJRA	TREASURER	1.00	Director	$0	$0	$0
REGAN GRUBER MOFFITT	BOARD MEMBER	1.00	Director	$0	$0	$0
RICKKE MANANZALA	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN EASTERLY	GOVERNANCE CHAIR	1.00	Director	$0	$0	$0
MARCUS WALTON	PRESIDENT & CEO	40.00	Officer	$370,900	$12,006	$382,906
MILA YOCHUM	VICE PRESIDENT, OPERATIONS	40.00	Officer	$185,400	$13,057	$198,457
AKILAH MASSEY	VICE PRESIDENT, PROGRAMS	40.00	Key Emp	$188,542	$28,437	$216,979
KRISTINA WERTZ	VICE PRESIDENT, EXTERNAL AFFAIRS	40.00	Key Emp	$188,465	$28,437	$216,902
MEGHAN DUFFY	EXECUTIVE VICE PRESIDENT	40.00	Key Emp	$234,421	$20,260	$254,681
CLAUDIA WILLIAMS	DIRECTOR OF MEMBERSHIP & DEVELOPMENT	40.00	Highest	$119,086	$28,018	$147,104
J WING LI	DIRECTOR OF OPERATIONS	40.00	Highest	$133,042	$28,613	$161,655
KELLY WISE	DIRECTOR OF PEOPLE & CULTURE	40.00	Highest	$139,832	$27,828	$167,660
NICHOLE HOEFLICH	DIRECTOR OF PROGRAMS	40.00	Highest	$136,732	$12,666	$149,398
MICHELLE HARRINGTON	DIRECTOR OF COMMUNICATIONS	40.00		$129,700	$12,006	$141,706

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$10,014,322	$7,553,004	$12,950,761	$2,461,318
2023	$4,894,643	$7,061,278	$10,747,221	$-2,166,635
2022	$6,097,869	$6,476,397	$13,379,679	$-378,528
2021	$9,901,294	$4,560,070	$12,758,147	$5,341,224
2020	$5,494,551	$4,465,732	$8,223,661	$1,028,819
2019	$3,786,297	$4,750,903	$6,576,522	$-964,606
2018	$6,355,402	$5,044,152	$7,253,638	$1,311,250

GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS