impact call - learn.guidestar.orgcalculation method for 2015, likely to look at updates on a 12-18...
TRANSCRIPT
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
#GSImpactCall
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