Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 12,331,121 | 23,672,424 | 7,177,743 | 8,769,879 | 4,253,145 | 56,204,312 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 12,331,121 | 23,672,424 | 7,177,743 | 8,769,879 | 4,253,145 | 56,204,312 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | 13,349,287 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 42,855,025 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 12,331,121 | 23,672,424 | 7,177,743 | 8,769,879 | 4,253,145 | 56,204,312 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 293,548 | 21,873 | 1,097,975 | 1,583,407 | 2,122,853 | 5,119,656 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 1,064,486 | 87,673 | 30,792 | 351,636 | 287,008 | 1,821,595 |
| 11 | Total support. Add lines 7 through 10 | 63,145,563 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2024 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2025. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | VENDING MACHINE INCOME - 2020 AMOUNT: $ 340. 2021 AMOUNT: $ 351. 2022 AMOUNT: $ 360. MISC INCOME - 2020 AMOUNT: $ 1,064,146. 2021 AMOUNT: $ 50,682. 2022 AMOUNT: $ 30,432. 2023 AMOUNT: $ 132,676. 2024 AMOUNT: $ 287,008. TAX REFUNDS - 2021 AMOUNT: $ 36,640. WRITE-OFF OF ACCRUED EXPENSES - 2023 AMOUNT: $ 218,960. |
| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 1: | EVERY YEAR, MILLIONS OF NONPROFITS SPEND TRILLIONS OF DOLLARS AROUND THE WORLD. CANDID FINDS OUT WHERE THAT MONEY COMES FROM, WHERE IT GOES, AND WHY IT MATTERS. THIS GIVES US A UNIQUE PLATFORM WHERE WE CAN SURFACE DATA AND INSIGHTS TO INFORM DECISION-MAKING, STREAMLINE THE GRANTMAKING PROCESS, AND ENSURE MORE EQUITABLE ACCESS TO FUNDING. CANDID GETS YOU THE INFORMATION YOU NEED TO DO GOOD. |
| FORM 990, PART III, LINE 4A: | PRODUCT PROGRAM ACCOMPLISHMENTS IN 2024 INCLUDE THE FOLLOWING: CANDID OFFERS A VARIETY OF PRODUCTS AND SERVICES TO SUPPORT THE SOCIAL SECTOR. THESE INCLUDE A COMPREHENSIVE FUNDRAISING DATABASE OF GRANTMAKERS AND GRANTS, A DATABASE OF NONPROFITS THAT HELPS DONORS SUPPORT THE CAUSES THEY CARE ABOUT, CUSTOM TRAINING COURSES, APIS THAT THAT POWER WEBSITES AND APPLICATIONS WITH CANDID'S COMPREHENSIVE SOCIAL SECTOR DATA, AND MORE. IN 2024, WE WERE HARD AT WORK ON OUR NEWEST PRODUCT: CANDID SEARCH. CANDID SEARCH AIMS TO SYNTHESIZE ANSWERS TO YOUR QUESTIONS ABOUT THE SOCIAL SECTOR ALL IN ONE PLACE, BRINGING TOGETHER KEY FEATURES OF OUR FLAGSHIP PRODUCTS SUCH AS FOUNDATION DIRECTORY, GUIDESTAR/CHARITY CHECK, SEALS OF TRANSPARENCY, 990 FINDER, PHILANTHROPY NEWS DIGEST, CANDID LEARNING, FOUNDATION MAPS, AND MORE. AS WE GEAR UP TO LAUNCH CANDID SEARCH IN LATE-2025, WE'VE BEEN ROLLING OUT MARKET-CHANGING FEATURES AND GATHERING FEEDBACK TO REFINE THEM ALONG THE WAY. |
| FORM 990, PART III, LINE 4B: | MAJOR PUBLIC INTEREST & OTHER PROGRAMS ACCOMPLISHMENTS IN 2024 INCLUDE THE FOLLOWING: TODAY, 95% OF USERS ACCESS CANDID'S DATA FOR FREE. CANDID'S TOOLS AND RESOURCES HELP NONPROFITS FIND FUNDING, INCREASE THEIR VISIBILITY, AND BUILD SKILLS AND KNOWLEDGE. THERE ARE SEVERAL WAYS WE MAKE OUR RESOURCES ACCESSIBLE, PARTICULARLY TO SMALLER, UNDER-RESOURCED NONPROFITS. NEARLY ALL OF OUR TRAINING CONTENT ON CANDID LEARNING IS AVAILABLE FOR FREE. FOUNDATION DIRECTORY AND CANDID PROFILES ON GUIDESTAR ARE AVAILABLE FOR FREE USE AT OUR CANDID COMMUNITY PARTNER IN 1,806 LOCATIONS ACROSS THE COUNTRY. TO ENSURE THAT FINANCIAL RESOURCES AND GEOGRAPHIC LOCATION ARE NEVER A BARRIER, OUR GO FOR GOLD INITIATIVE ALLOWS 501C3 ORGANIZATIONS WITH BUDGETS OF LESS THAN $1 MILLION TO ACCESS A FREE SUBSCRIPTION TO FOUNDATION DIRECTORY ESSENTIAL IF THEY FILL OUT THEIR CANDID PROFILE AND EARN A GOLD SEAL OF TRANSPARENCY. OUR FREE VIRTUAL LIBRARY OF CURATED EBOOKS AND AUDIOBOOKS COVERS TOPICS PERTINENT TO THE SOCIAL SECTOR SUCH AS FUNDRAISING, NONPROFIT MANAGEMENT, SOCIAL ENTREPRENEURSHIP, AND BOARD DEVELOPMENT. AND OUR ONLINE LIBRARIAN SERVICE MAKES IT EASY FOR PEOPLE TO ENGAGE WITH OUR TEAM OF EXPERTS TO GET ANSWERS TO THEIR QUESTIONS ABOUT FOUNDATIONS, PHILANTHROPY, FUNDRAISING, AND NONPROFITS. IN 2024, WE HAD 56,000 TRAINING REGISTRANTS TO OUR FREE PROFESSIONAL DEVELOPMENT COURSES, 1,700 FREE SUBSCRIPTIONS REDEEMED THROUGH OUR GO FOR GOLD INITIATIVE, AND 1,710 LOCATIONS NOW PROVIDING FREE, LOCAL ACCESS TO OUR TOOLS AND SERVICES (AN 80% INCREASE OVER 2023). |
| FORM 990, PART III, LINE 4C: | MAJOR DATA COLLECTION & ANALYSIS ACCOMPLISHMENTS IN 2024 INCLUDE THE FOLLOWING: DATA IS THE CORNERSTONE OF CANDID'S VALUE TO THE SOCIAL SECTOR. WE COLLECT DATA FROM THE IRS AND OTHER GOVERNMENT AGENCIES AROUND THE WORLD, FROM FUNDERS AND NONPROFITS DIRECTLY, AND OTHER SOURCES. THIS DATA IS THEN CLEANED AND CODED ACCORDING TO OUR TAXONOMY SO THAT IT'S EASY TO FIND USEFUL INFORMATION. WE ARE EXPANDING OUR DATA COLLECTION EFFORTS BY BUILDING PARTNERSHIPS AND INCREASING THE NUMBER OF ORGANIZATIONS THAT SHARE THEIR DATA WITH US. OUR DATA IS UPDATED DAILY AS PARTNERS SUBMIT IT AND/OR WE FIND NEW DATA SOURCES. IN 2024, WE FOCUSED ON INCREASING THE FRESHNESS, QUALITY, AND COMPREHENSIVENESS OF OUR DATA. WE HELP THE FIELD MAKE MEANING OF CANDID DATA THROUGH OUR RESEARCH REPORTS AND BLOGS WHICH SHOWCASE HOW CANDID DATA CAN EXPLAIN WHAT IS HAPPENING IN THE SECTOR. IN 2024, WE PRODUCED TWO RESEARCH REPORTS, TWO KEY FACTS PIECES, AND PUBLISHED 16 THOUGHT LEADERSHIP PIECES INFORMED BY OUR DATA AND RESEARCH. |
| FORM 990, PART VI, SECTION B, LINE 11B | CANDID'S FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTING FIRM, PKF O'CONNOR DAVIES. THE FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S CHIEF OPERATING AND FINANCIAL OFFICER AND CEO. SUBSEQUENTLY, THE AUDIT COMMITTEE OF CANDID'S BOARD OF TRUSTEES AND THE FULL BOARD RECEIVE AN ELECTRONIC COPY OF THE FORM 990 AND REVIEWS THE RETURN. AFTER RESPONDING TO ALL INQUIRIES AND MAKING ANY NECESSARY CHANGES, THE FINAL FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO ITS FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS OBTAINED ANNUALLY FROM ALL TRUSTEES, OFFICERS, MANAGER AND OTHER KEY EMPLOYEES WHO ARE CURRENTLY SERVING CANDID. A REPORT SUMMARIZING THE DISCLOSURE STATEMENTS IS PROVIDED TO THE BOARD OF TRUSTEES ANNUALLY. IT IS CANDID'S POLICY THAT IN THE EVENT OF A CONFLICT THE FOLLOWING IS DONE: IF THERE IS A CONFLICT RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE BOARD OF TRUSTEES, AND THE TRUSTEE CONCERNED SHALL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING A CONFLICT MAY ANSWER QUESTIONS THAT SHALL ARISE FROM THE BOARD OF TRUSTEES, BUT SHALL RETIRE FROM THE ROOM IN WHICH THE BOARD IS MEETING AND SHALL NOT PARTICIPATE IN ANY DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. WHEN THERE IS DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY VOTE OF THE BOARD OF TRUSTEES OR ITS COMMITTEE, EXCLUDING FROM THE ROOM AND THE VOTE THE PERSON WHOSE SITUATION WILL BE DISCUSSED. WHEN A CONFLICT OF INTEREST ARISES FOR ANY STAFF MEMBER EXCEPT THE PRESIDENT, THAT STAFF MEMBER SHALL REPORT IT TO THE CEO IN WRITING. A CONFLICT OF INTEREST RELATING TO THE CEO SHALL BE REPORTED IN WRITING TO THE CHAIR OF THE BOARD. IN ADDITION, IF THE CONFLICTED PARTY HAS A SUBSTANTIAL FINANCIAL INTEREST IN THE MATTER, THE BOARD WOULD NEED TO CONSIDER ALTERNATIVES. |
| FORM 990, PART VI, SECTION B, LINE 15 | CANDID'S BOARD OF TRUSTEES, CONSISTING OF INDEPENDENT PERSONS, ESTABLISHES COMPENSATION FOR THE CEO AND REVIEWS THE COMPENSATION FOR THE OTHER OFFICER(S) AND VICE PRESIDENTS ON AN ANNUAL BASIS. PRIOR TO MAKING COMPENSATION DECISIONS, THE BOARD OBTAINS INFORMATION ON THE COMPENSATION OF FUNCTIONALLY COMPARABLE POSITIONS FOR SIMILARLY QUALIFIED PERSONS AT SIMILARLY SITUATED ORGANIZATIONS AND/OR BENCHMARK SALARIES FOR SELECT POSITIONS OBTAINED FROM SALARY SURVEYS. DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS WERE MADE VIA EMAIL. THE COMPENSATION REVIEW PROCESS WAS LAST UNDERTAKEN IN OCTOBER 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | CANDID'S AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT FOR THE PAST FIVE YEARS ARE POSTED ON ITS WEBSITE AND ARE DOWNLOADABLE. IN ADDITION, GOVERNANCE AND STAFFING POLICIES ARE POSTED, INCLUDING THE CODE OF CONDUCT (WHICH INCLUDES THE CONFLICT OF INTEREST POLICY), DIVERSITY STATEMENT AND THE EXECUTIVE COMPENSATION POLICY. |
| FORM 990, PART XI, LINE 9: | POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC BENEFIT COST 93,385. |
| FORM 990, PART XII, LINE 2C: | CANDID DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
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| Software Version: |