Effectiveness & Results Looking to the Future -- To further enhance our goals, strategy, capacity and measurement of our performance, Charity Navigator has completed a Strategic and Business Planning process: http://www.kenscommentary.org/2012/07/president-ceos-report-for-july-2012.html Our Performance Measures -- To ensure that we remain focused on our goals, we have created a dashboard that is regularly updated by our staff and reviewed by our Board of Directors. The dashboard contains information about our benchmarks for measuring our performance... Charity Navigator's Charting Impact Report (a standard framework for creating reports that enable stakeholders to easily and clearly understand the objectives, benchmarks for progress, and impact of nonprofits) is accessible on the Chariting Impact website: http://reports.chartingimpact.org/report/1024791/1033907/charity-navigator.pdf Charity Navigator CN _3413d66e-0dd0-11df-871f-d1577a64ea2a Our Capacity -- Charity Navigator is the largest and most utilized charity evaluator in America and is well positioned to become the one-stop source for those interested in making a wise social investment. The following resources will enable us to reach our goals: * Dedicated and involved Board of Directors * Committed leadership team, staff and volunteers * Expanding community of individual donors and users * Financial support from foundations * Diverse revenue streams which include ad revenue, data sales, customized reports and subscription services (ex. API) * Technology expertise and infrastructure * Respected panel of experts and consultants provide guidance in expansion of ratings * Increasing number partnerships with other nonprofit evaluators such as GreatNonprofits * Trusted source of information for the media and government regulators 78d4c946-cfc5-4b4f-b238-3d1061ea24f8 e03f8581-f210-404a-9dfb-f65a80c555e3 Transparency In an effort to be a role model of transparency and accountability regarding our effectiveness and results, we present the following information to our users. For definitions of the various terms used below, we refer you to the Methodology portion of our site... Accountability Methodology http://www.charitynavigator.org/index.cfm?bay=content.view&cpid=1093 Organization Create an enduring and scalable organization e3102b97-0297-4551-bb9c-b9919bee5c3b 1 Funding Sources Diversify our sources of funding 43e72a74-837d-4f4e-adc4-ee1d15ceea64 Strategy 1 CN will ensure its long-term financial health by diversifying its sources of funding. This includes increasing the size and support of the Board, expanding support from individual donors, obtaining foundation funding, developing a planned giving program, launching a capital campaign, increasing ad revenue and creating new fee for service products and services. 42e274b8-285d-4f13-b684-423a77380273 Donations/Income US Dollars (-8%) Business plan approved in June 2012 set a revised minimum target, in part due to not launching capital campaign this year. Original target was $1,311,530. 1,091,500 2011-12-01 2012-11-30 [Baseline for FY 2012] 1,311,530 2011-12-01 2012-06-30 1,680,250 2014-12-01 2015-11-30 % change over same period last FYE = -8% 1,161,250 2012-12-01 2013-11-30 % change over same period last FYE = +8% 954,588 2011-12-01 2012-10-31 Donations/income from all sources. 1,187,332 2010-12-01 2011-11-30 e2a8e3d5-bac9-4d10-8e67-be3d026258d0 Board Members Number (+2) % change over same period last FYE = +17% 14 2011-12-01 2012-11-30 (+2) % change FY 2013 v. 2012 = +13% 17 2012-12-01 2013-11-30 TBD 2014-12-01 2015-11-30 Board member census. 12 2010-12-01 2011-11-30 (+3) % change over same period last FYE = +25% 15 2011-12-01 2012-10-31 1f460cce-a912-4657-9f66-699a88386806 Premium Customers Number Achieve a minimum of two premium customers for the A.P.I. (new target) 2 2012-12-01 2013-11-30 TBD 2014-12-01 2015-11-30 2012-12-01 2013-11-30 Performance Management System Developed Complete -- Develop & implement a performance management system (new target) 2012-12-01 2013-11-30 N/A (Completed) 2014-12-01 2015-11-30 2012-12-01 2013-11-30 a842cc66-11e6-4721-8dc5-bcf860358acb Feasibility Study Completion Complete capital campaign feasibility study (new target) 2012-12-01 2013-11-30 Campaign underway 2014-12-01 2015-11-30 2012-12-01 2013-11-30 94e8a5c6-cd52-444c-9088-75b4a889c990 Business Plan Completion & Implementation Complete Business Plan & Implement 2011-12-01 2012-11-30 Performance Management System Implemented 2014-12-01 2015-11-30 Secured 75% of funding 2010-12-01 2011-11-30 Completed 2011-12-01 2012-10-31 083dccfe-244b-442d-a05d-35de9ccaad4b Capital Campaign Launch Launch capital campaign 2011-12-01 2012-11-30 Revised: Launch Feasibility Study (Business plan approved in June 2012 determined feasibility study is needed before campaign launch.) 2012-06-30 2012-11-30 Campaign in process 2014-12-01 2015-11-30 In Process 2012-06-30 2012-11-30 2014-12-01 2015-11-30 Product Development Further product development 48f08eaf-5b15-4261-ad03-cb983f694371 2 Methodology Consultation Consult with industry experts and our partners to develop a methodology that provides donors with information on charities: results reporting. 6cfb0558-4c65-4a7c-9006-ad026127d46f Strategy 2 CN will consult with industry experts and our partners to develop a methodology that provides donors with information on charities: results reporting. We will also re-examine the current financial measures and update them as appropriate. 42e274b8-285d-4f13-b684-423a77380273 Charities Posted Number Finalize first cause area CN 3.0 Prototype and gather data on 400 charities 2011-12-01 2012-11-30 % change FY 2013 v. 2012 = +12,000% 600 2012-12-01 2013-11-30 [Adjusted downward from previous target of] 6,500 charities with information posted [in FY 2012 Dashboard] 4,200 2014-12-01 2015-11-30 Continuing Testing of CN 3.0 Prototype 5 2011-12-01 2012-11-30 2012-12-01 2013-11-30 2014-12-01 2015-11-30 d0e64075-f595-4171-984d-cdd4cb8be728 CN 2+ Completion Complete development of CN 2+ 2011-12-01 2012-11-30 Revised: Deadline FY 2013 (Business plan approved in June 2012 set three more immediate tasks. See July 2012 President's Report - http://www.charitynavigator.org/index.cfm?bay=content.view&cpid=1404) 2012-06-30 2012-11-30 Completed 2012-12-01 2013-11-30 N/A (Completed) 2014-12-01 2015-11-30 Task Force has held 5 meeting thus far 2011-12-01 2012-10-31 07a8edf1-8efd-4150-955d-99d3da8f4994 New Products & Services Number Implement other new products & services (ex. API). 2010-12-01 2011-11-30 +7 = +24% 36 2011-12-01 2012-10-31 TBD 2014-12-01 2015-11-30 29 2010-12-01 2011-11-30 (+7 %) Change over same period last FYE = +24% 36 2011-12-01 2012-10-31 17b50c0d-12c2-4bd2-b0bd-aabeb1578518 Nonprofits Million Create a web page for every US registered nonprofit (new target) 1.6 2012-12-01 2013-11-30 Maintain web pages for all as the sector continues to grow 2014-12-01 2015-11-30 2013-12-01 2013-11-30 Authority & Advocacy Remain a leading industry authority and donor advocate 4c0882a1-a6eb-4bde-8eba-a01f32470176 3 Donors Best Practices & Good Governance Be a role model of best practices and good governance d77a86b3-2058-46f8-858b-5f97bdaf9cec Strategy 3 To be a role model of best practices and good governance we will continue to adhere to the recommendations set forth in Independent Sector's Principles for Good Governance and Ethical Practice: A Guide for Charities and Foundations. We will also continue to ensure that we have all the proper policies and procedures in place that charities are required to report on to the IRS in the Form 990. In the near future, we will also implement an even more robust performance management and measurement system to track our results and provide evidence of the social value of our services. All of the aforementioned information will be presented on our web site in a transparent manner. 42e274b8-285d-4f13-b684-423a77380273 Best Practices Number Adopted Adopt IRS & Panel on the NP Sector best practices (+1) = +2% 45 2011-12-01 2012-11-30 Ongoing updating of best practices 2014-12-01 2015-11-30 44 2010-12-01 2011-11-30 Completed 2011-12-01 2012-10-31 0189469a-e6a2-48da-9040-3643ca3c0a0d Anniversary Activities Conduct Conduct CN 10 Year Anniversary activities 2011-12-01 2012-11-30 Completed 2011-12-01 2012-10-31 f20a025f-5162-4a39-acb5-dd50a256db49 Donor Webinars Number Conduct 2 donor webinars 2 2011-12-01 2012-11-30 TBD 2014-12-01 2015-11-30 One completed 4/15. Second is planned for holiday giving season 1 2011-12-01 2012-10-31 fe437fc9-2c08-488f-89fa-792058ea544e Book First Draft First draft completed for a publishable book on charitable giving (new target) 2012-12-01 2013-11-30 2012-12-01 2013-11-30 9f7fda15-e837-4b0d-9cbf-3d1dace8369a Articles Published Number One article per quarter in mainstream media (new target) 4 2012-12-01 2013-11-30 4 2014-12-01 2015-11-30 2012-12-01 2013-11-30 21ffb67b-f293-4548-b5a6-d0eaf5ce878d Speaking Engagements Number/Year Monthly speaking engagements (targeted at individual donors, charities, institutional funders and policy makers) (new target) 12 2012-12-01 2013-11-30 12 2014-12-01 2015-11-30 2012-12-01 2013-11-30 Market Growth Growing utilization and donor markets 0a15e6aa-5e57-467a-9957-4315933c1fd7 4 Website & Data Improve our website to maintain a user-friendly platform for accessing data about charities 90400cb2-8139-4a01-9369-135bc1ccce34 Strategy 4 CN will continually improve our website to maintain a user-friendly platform for accessing data about charities. We will also utilize that data to publish reports that appeal to a wide number of donors. We will be as responsive as possible to all requests by donors, the media, government, the business community and charities for information and education about our products and services, as well as our views regarding the challenges and accomplishments of the charitable sector. Donors The Media Government The Business Community Charities 42e274b8-285d-4f13-b684-423a77380273 Website Visits Millions Total Visits 2010-12-01 2011-11-30 +2.5% 5 2011-12-01 2012-11-30 % change FY 2013 v. 2012 = +12% 6.5 2012-12-01 2013-11-30 9 2014-12-01 2015-11-30 4.88 2010-12-01 2011-11-30 +26% 5.49 2011-12-01 2012-10-31 fccef606-7470-475d-a960-45a5974a6be8 Quality Visits % ClickTale provides us with a monthly percentage based on a sample of visits. Minimum Monthly Percentage of Quality Visits 90 2011-12-01 2012-11-30 92 2012-12-01 2013-11-30 TBD 2014-12-01 2015-11-30 92 2011-12-01 2012-10-31 651a8573-1972-485e-a7fe-c61546344e2a Registered Users Number +9% 280,000 2011-12-01 2012-11-30 % change FY 2013 v. 2012 = +18% 335,000 2012-12-01 2013-11-30 500,000 2014-12-01 2015-11-30 256,800 2010-12-01 2011-11-30 % change over same period last FYE = +11% 281,700 2011-12-01 2012-10-31 e1c76dc5-d891-4810-8761-db84c8478051 Charities Rated Number Increase the # of rated charities to 7,000 (new target) % change FY 2013 v. 2012 = +17% 7,000 2012-12-01 2013-11-30 9,000 2014-12-01 2015-11-30 6,000 2011-12-01 2012-11-30 2011-12-01 2012-10-31 2012-12-27 http://www.charitynavigator.org/index.cfm?bay=content.view&cpid=1113 Submit error.