2164 INC

What it reported doing in 2025

21/64 is a nonprofit practice specializing in next generation and multigenerational engagement in philanthropy and as such has conducted a number of activities in alignment with our mission in 2025. We guide multigenerational families and their advisors to courageously imagine what's possible in how they work, give, serve, and grow together.facilitation21/64 provided education and facilitation services to more than 11 families who are making collective decisions together on topics like money and philanthropy as well as over 30 private non-profit foundations, community foundations, federations, and a handful of family office and financial institutions which are trying to educate their donors and clients about the significance of philanthropic giving, identity, values and in how to work across the multiple generations to respond to urgent needs and systemic long-term issues. In these facilitations, we offered frameworks exercises to help organizations, their boards and staff to identify the values inherent in each generation that inform their experience of giving, the vision for what they could fund individually and collectively, as well as strategies for communicating effectively with people of different generations who approach giving differently and see the world and its challenges from different vantage points.toolsin 2025, we continued to ship in-hand tools to our clients. Additionally, 286 individuals participated in 21/64 training sessions, where they received instruction on effectively using the 21/64 tools.conveningin 2025, 21/64 continued its long-standing grand street program, bringing together emerging philanthropic leaders in their 20s and 30s for an interactive retreat focused on identity, philanthropy, and family dynamics. Participants engaged in facilitated discussions that helped them clarify their values, strengthen their understanding of their roles in family philanthropy, and build the knowledge, confidence, and relationships needed to navigate complex philanthropic decisions. The program provided a supportive environment for personal reflection, peer learning, and developing practical strategies to create meaningful philanthropic impact.trainingin 2025, 21/64 offered 11 trainings to professionals across the country, building a network of advisors equipped to apply a values-based, multigenerational approach to philanthropy and help families and organizations make thoughtful decisions about the stewardship of their resources. Participants included professionals from private foundations, community foundations, jewish federations administering donor advised funds, commercial gift fund sponsors, wealth management firms, and other philanthropic organizations. Upon completion of the training, participants become 21/64 certified advisors and are invited to ongoing peer learning opportunities, including educational webinars, research updates, advanced training, and a professional network dedicated to continued learning and collaboration.during 2025, 21/64 continued to strengthen its cohort-based learning model, recognizing that meaningful relationships among participants extend learning beyond the classroom. Cohorts were intentionally designed to foster community, peer connection, and continued dialogue around the complex issues facing today's donors and the professionals who serve them. This approach was further advanced through the continued growth of the certified advisors of color (caoc) program. Grounded in our intentions to take responsibility for diversifying the wealth and philanthropic advising sector, the program provides a dedicated cohort experience for professionals of color to deepen learning, build professional networks, and strengthen leadership to guide donors and clients to allocate their resources toward a just and loving world. Throughout 2025, 21/64 also developed and designed a new program focused on the intersection of identity, self and role, and spirit. This program is dedicated for leaders a

Financial Efficiency

• Mission deployment rate: 85.3%; rating input score 85
• Program expense ratio: 78.3%; rating input score 78
• Fundraising efficiency: $9.12 raised per $1 spent on fundraising; rating input score 32; 32nd percentile among comparable filings

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
• Pay-setting controls: 2 of 6 controls in place; rating input score 33
  • Compensation committee: Missing
  • Independent consultant: Missing
  • Other Form 990s reviewed: Missing
  • Written employment contract: Missing
  • Compensation survey or study: Pass
  • Board or committee approval: Pass
• Foreign activity oversight: Limited
• Grant itemization coverage: Limited
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Limited

Accountability

• Independent voting board: 81.8%; rating input score 82; 17th percentile among comparable filings
• Governance controls: 8 of 8 controls in place; rating input score 100
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Pass
  • Other executive compensation review process: NotApplicable
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: -7.7%; rating input score 12; 12th percentile among comparable filings
• Total-asset coverage ratio: 0.85; rating input score 28; 28th percentile among comparable filings
• Liabilities to assets ratio: 0.23; rating input score 33; 33rd percentile among comparable filings
• Officer compensation ratio: 64.1%; rating input score 0; 0th percentile among comparable filings

Growth

• Program expense growth: 7.8% per year; rating input score 100; 51st percentile among comparable filings
• Revenue growth: 4.1% per year; rating input score 100; 30th percentile among comparable filings
• Asset growth: 2.2% per year; rating input score 100; 19th percentile among comparable filings