2022-09-07T11:27:15-05:00 2021-12-31 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2021-01-01 952831058 SOUTHERN CALIFORNIA GRANTMAKERS SOUT 2136808866 1000 ALAMEDA STREET 230 LOS ANGELES CA 90012 CHRISTINE ESSEL PRESIDENT/CEO 2136808866 2022-09-02 1 CHRISTINE ESSEL 999009999 KATY BROWN P00650274 9257902600 2022-09-02 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z CHRISTINE ESSEL 1000 ALAMEDA STREET 230 LOS ANGELES CA 90012 34092544 0 X WWW.SOCALGRANTMAKERS.ORG X 1973 CA SUPPORT AND ADVANCE EFFECTIVE, RESPONSIBLE GRANTMAKING FOR THE PUBLIC GOOD IN SOUTHERN CALIFORNIA. 20 20 32 21 0 0 6079573 33630646 509963 220894 134626 142939 13282 0 6737444 33994479 1486000 2103939 0 0 3453959 3778555 0 0 476273 1776077 14551395 6716036 20433889 21408 13560590 13438984 26044815 5197992 4143615 8240992 21901200 X SOUTHERN CALIFORNIA GRANTMAKERS (SCG) IS THE REGIONAL ASSOCIATION FOR PHILANTHROPISTS AND GRANTMAKERS WORKING TO MAKE A DIFFERENCE IN OUR COMMUNITIES AND AROUND THE WORLD. WE ARE A LEADERSHIP HUB FOR OUR MEMBERS TO CONNECT WITH EACH OTHER, (CONTINUE ON SCHEDULE O)IMPROVE THEIR GRANTMAKING AND AMPLIFY THEIR INDEPENDENT EFFORTS THROUGH COLLABORATIVE WORK. OUR MEMBERS INCLUDE CORPORATE GIVING PROGRAMS, FAMILY FOUNDATIONS, INDIVIDUAL PHILANTHROPISTS, AND PRIVATE, INDEPENDENT, OPERATING COMMUNITY FOUNDATIONS AS WELL AS GRANTMAKING 501(C)(3)'S.SCG CONNECTS GRANTMAKERS ACROSS SOUTHERN CALIFORNIA THROUGH SECTOR-WIDE CONFERENCES, TRAININGS, NETWORKING OPPORTUNITIES, AND FUNDER CONVENINGS: PROVIDING SPACE FOR COLLABORATION AND COORDINATED ACTION ON CRITICAL ISSUES. WE SUPPORT AND ADVANCE EFFECTIVE AND RESPONSIBLE GRANTMAKING FOR THE PUBLIC GOOD IN EIGHT SOUTHERN CALIFORNIA COUNTIES: LOS ANGELES, ORANGE, KERN, RIVERSIDE, SAN BERNADINO, SAN LUIS OBISPO, SANTA BARBARA, AND VENTURA. 0 0 19108671 2103939 185982 EDUCATION & PARTNERSHIPS: EDUCATIONAL MEETINGS, WEBINARS AND COMMUNICATIONS DESIGNED TO INCREASE THE EFFECTIVENESS OF PHILANTHROPIC ORGANIZATIONS. COLLABORATIONS AND PARTNERSHIPS BETWEEN PHILANTHROPIC ORGANIZATIONS, BETWEEN PUBLIC AND PRIVATE ORGANIZATIONS, AND INCLUDING THE COMMUNITIES SERVED. 34912 CONFERENCES: COMPREHENSIVE, FOCUSED CONVENINGS TO INCREASE THE EFFECTIVENESS OF PHILANTHROPIC ORGANIZATIONS AND PROVIDE SPECIFIC ISSUE AREA TRENDS AND BEST PRACTICES. 19108671 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 32 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X SOUTHERN CALIFORNIA GRANTMAKERS KA 2136808866 1000 NORTH ALAMEDA STREET NO 230 LOS ANGELES CA 90012 JAMES ALVA CHAIR 1.00 X X 0 0 0 NIKE IRVIN VICE CHAIR 0.50 X X 0 0 0 ADRIENNE WITTENBERG TREASURER 0.50 X X 0 0 0 JOE LUMARDA SECRETARY 0.50 X X 0 0 0 KIM BELSHE BOARD MEMBER 0.50 X 0 0 0 MARSHA BONNER BOARD MEMBER 0.50 X 0 0 0 CARA ESPOSITO BOARD MEMBER 0.50 X 0 0 0 MICHAEL FLEMING BOARD MEMBER 0.50 X 0 0 0 JEANNE SAKAMOTO BOARD MEMBER 0.50 X 0 0 0 SHANE GOLDSMITH BOARD MEMBER 0.50 X 0 0 0 MARSHALL STOWELL BOARD MEMBER 0.50 X 0 0 0 ANGEL ROBERSON DANIELS BOARD MEMBER 0.50 X 0 0 0 JENNIFER PRICE-LETSCHER BOARD MEMBER 0.50 X 0 0 0 CONNIE MALLOY BOARD MEMBER 0.50 X 0 0 0 SHAWN KRAVICH BOARD MEMBER 0.50 X 0 0 0 GABRIELA ROBLES BOARD MEMBER 0.50 X 0 0 0 TARA ROTH BOARD MEMBER 0.50 X 0 0 0 RAUL BUSTILLOS BOARD MEMBER 0.50 X 0 0 0 CHRISSIE CASTRO BOARD MEMBER 0.50 X 0 0 0 CHRISTINE ESSEL PRESIDENT & CEO 40.00 X 303193 0 92499 KAREN FREEMAN CHIEF OPERATING OFFICER 40.00 X 180000 0 69974 AMANDA BYRD VP, SUSTAINABILITY & MEMBE 40.00 X 161161 0 47317 DAVID CARROLL VP, PUBLIC POLICY & GOVT RELATIONS 40.00 X 110000 0 31694 TULY MARTINEZ VP, PROGRAMS & CONFERENCES 40.00 X 132250 0 31666 PHUONG PHAM DIRECTOR, KNOWLEDGE & COMM 40.00 X 110800 0 34554 KAMERON GREEN VP, PROF LEARNING & FAMILY PHILANTROPHY 40.00 X 112000 0 26986 1109404 0 334690 7 0 1 0 STAR INSIGHTS 1601 VINE STREET 6TH FLOOR LOS ANGELES CA 90028 MANAGEMENT OF PROJECT 1130834 WATSON CONSULTING 1100 HOPE STREET SOUTH PASADENA CA 91030 DEVELOPMENT OF INTIATIVES 487295 REDSTONE GROUP 3223 ARAPAHOE AVENUE STE 210 BOULDER CO 80303 DEVELOPMENT OF ACTION PLAN FOR PROJECT 477750 SOCIAL GOOD SOLUTIONS 22161 PARTHENIA STREET CANOGA PARK CA 91303 MANAGEMENT OF PROJECT 408696 FRED ALI CORPORATION 8350 GONZAGA AVENUE LOS ANGELES CA 90045 MANAGEMENT OF PROJECT 242506 11 1306608 4902778 27421260 33630646 PROGRAM PARTNER FEE 611430 94465 94465 OTHER PROGRAM REVENUE 611430 49017 49017 FISCAL AGENT FEE 541200 42500 42500 CONFERENCES/ROUNDTABLE 611430 34912 34912 220894 59605 59605 181399 98065 83334 83334 83334 33994479 220894 0 142939 2103939 2103939 478193 245852 165638 66703 2242784 1930930 160879 150975 428158 342526 51379 34253 428635 342908 51436 34291 200785 160628 24094 16063 18027 18027 34619 34619 26939 26939 1235110 860473 242884 131753 160919 121069 27744 12106 457054 457054 54634 43707 6557 4370 85375 68210 10343 6822 10726 8581 1287 858 50131 40105 6016 4010 FISCAL SPONSORSHIP 6950458 6950458 VPAN DIRECT PROGRAM EXP 4151175 4151175 PHILANTHROPIC MEMBERSHI 1316228 1281056 21103 14069 20433889 19108671 848945 476273 5764251 11777824 1351078 1637759 602534 5469637 120969 1482423 257693 120529 133738 110990 21140 22748 4676972 4818156 639463 710855 4884 4884 13438984 26044815 351096 3347164 666438 661166 4180458 135285 5197992 4143615 X 4192244 3599075 4048748 18302125 8240992 21901200 13438984 26044815 13560590 99618 0 X 0 1 X 1 0 X 5446670 4669047 4634575 6079573 33630646 54460511 5446670 4669047 4634575 6079573 33630646 54460511 7612567 46847944 92713 120025 141802 77817 59605 491962 6490 839 20466 13282 41077 54993550 2006961 0.85190 0.70350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 639463 71392 710855 581489 57974 639463 498628 82861 581489 526346 -27718 498628 500000 26346 526346 0.70330 0.29670 1 0 115872 93124 22748 17866 17866 0 22748 X 34094097 99618 99618 33994479 0 33994479 20433889 0 20433889 0 20433889 PART IV, LINE 2B: SCG SERVES AS A FISCAL AGENT FOR THE PROJECTS OF SEVERAL ENTITIES NEEDING THE ASSISTANCE OF A 501(C)(3) ORGANIZATION BY RECEIVING ASSETS AND INCURRING LIABILITIES ON BEHALF OF THE SUPPORTED ENTITIES. AS A FISCAL AGENT, SCG PROVIDES FIDUCIARY OVERSIGHT, FINANCIAL MANAGEMENT AND OTHER ADMINISTRATIVE SERVICES TO ASSIST THE SUPPORTED ENTITIES IN FULFILLING THE ACTIVITIES OF THE CHARITABLE PROJECTS. PART V, LINE 4: IN JUNE 2017, SCG ENTERED INTO AN AGREEMENT WITH THE CALIFORNIA COMMUNITY FOUNDATION (FOUNDATION) TO CREATE AN ENDOWMENT FUND KNOWN AS THE TRUTH, RACIAL HEALING AND TRANSFORMATION FUND OF LOS ANGELES (FUND). ALL MONIES TRANSFERRED TO THE FUND ARE IRREVOCABLE GIFTS TO THE FOUNDATION. SCG IS THE BENEFICIARY OF THE FUND. ACCORDING TO THE FUND AGREEMENT, CCF HOLDS, MANAGES, INVESTS, AND REINVESTS THE FUND, COLLECTS THE INCOME, AND MAKES DISTRIBUTIONS FROM THE FUND. SCG IS THE SOLE BENEFICIARY OF THE FUND WITH DISTRIBUTIONS BEING MADE AT LEAST ANNUALLY. THE VALUE OF THE BENEFICIAL INTEREST IS BASED UPON THE FAIR VALUE OF THE ASSETS HELD IN THE FUND. ANNUAL EARNINGS ARE RECORDED AS INVESTMENT INCOME. ADJUSTMENTS IN THE VALUE OF THE BENEFICIAL INTEREST ARE RECORDED AS CHANGES IN BENEFICIAL INTEREST IN AGENCY ENDOWNMENT. THE FUND WAS ESTABLISHED WITH A $500,000 CONTRIBUTION RECEIVED FROM THE KELLOGG FOUNDATION. THE FUND SUPPORTS ELIMINATING INSTITUTIONALIZED RACISM USING DATA DRIVEN SYSTEMIC CHANGE. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY SCG AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF SCG HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY SCG, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2021 AND 2020 , THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. SCG IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. 1 BIDDY MASON CHARITABLE FOUNDATION 2193 WEST 25TH STREET LOS ANGELES CA 90018 383957350 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT FUTURE ROOTS INC 1035 W 24TH STREET LOS ANGELES CA 90007 510665121 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT ALLIANCE SAN DIEGO PO BOX 12266 SAN DIEGO CA 92112 261712580 501(C)(3) 125000 0 TO SUPPORT REDISTRICTING EDUCATION CAIR-SV 717 K STREET STE 217 SACRAMENTO CA 95814 770411194 501(C)(3) 50000 0 TO SUPPORT REDISTRICTING EDUCATION CALIFORNIA CALLS 4801 WEST EXPOSITION BLVD LOS ANGELES CA 90016 462301623 501(C)(3) 100000 0 TO SUPPORT REDISTRICTING EDUCATION CENTER FOR EMPOWERED POLITICS EDUCATION FUND 1042 GRANT AVENUE 5TH FLOOR SAN FRANCISCO CA 94133 843636499 501(C)(3) 75000 0 TO SUPPORT REDISTRICTING EDUCATION CENTRAL COAST ALLIANCE UNITED FOR A SUSTAINABLE ECONOMY 2021 SPERRY AVENUE STE 9 VENTURA CA 93003 770578864 501(C)(3) 50000 0 TO SUPPORT REDISTRICTING EDUCATION COMMUNITIES FOR A NEW CALIFORNIA EDUCATION FUND 4120 DOUGLAS BLVD GRANITE BAY CA 95746 451636468 501(C)(3) 75000 0 TO SUPPORT REDISTRICTING EDUCATION COMMUNITY COALITION 8181 VERMONT AVENUE LOS ANGELES CA 90044 954298811 501(C)(3) 100000 0 TO SUPPORT REDISTRICTING EDUCATION ORANGE COUNTY ASIAN PACIFIC ISLANDER COMMUNITY ALLIANCE 12912 BROOKHURST STREETSTE 410 GARDEN GROVE CA 92840 912047245 501(C)(3) 175000 0 TO SUPPORT REDISTRICTING EDUCATION TIDES FOUNDATIONINLAND EMPOWERMENT 1041 TORNEY AVENUE SAN FRANCISCO CA 94129 943213100 501(C)(3) 125000 0 TO SUPPORT REDISTRICTING EDUCATION COMMUNITY HEALTH ACTION NETWORK 15000 7TH STREET STE 208G VICTORVILLE CA 92394 264255673 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT CURLS COILS & CROWNS 3166 LITTLE MOUNTAIN DRIVE UNIT A SAN BERNARDINO CA 92505 843546411 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT ESTEDUCATIONAL STUDENT TOURS 13101 W WASHINGTON BVLD STE 452 LOS ANGELES CA 90056 944401305 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT GROWURPOTENTIAL 6535 WILSHIRE BLVD STE 130 LOS ANGELES CA 90048 472174480 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT MIGHTY LITTLE GIANTS INC 38045 47TH ST EAST STE E145 PALMDALE CA 93552 841949235 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT PROJECT JOY 5022 W AVENUE N10232 PALMDALE CA 93551 472796137 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT STEM TO THE FUTURE 931 N HIGHLAND AVENUE LOS ANGELES CA 90038 821966013 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT SUPPORT BLACK THEATERFRACTURED ATLAS 13636 VENTURA BLVD 415 SHERMAN OAKS CA 91423 113451703 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT THE GALLEN & CATHY REEVERS CENTER 4126 S ARLINGTON AVENUE LOS ANGELES CA 90008 954861868 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT THERAPEUTIC PLAY FOUNDATION 530 S LAKE AVENUE STE 236 PASADENA CA 91101 472608294 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT EPIPTIDES CENTER 1012 TORNEY STREET SAN FRANCISCO CA 94124 943213100 501(C)(3) 8000 0 GENERAL OPERATING SUPPORT COMMUNITY REFLECTIONS INC 10020 S WESTERN AVENUE LOS ANGELES CA 90047 300796516 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT 24 0 PART I, LINE 2: THE ORGANIZATION MAINTAINS CONTRACTS AS NEEDED FOR GRANT FUNDS AWARDED. THE ORGANIZATION REQUIRES A FINAL REPORT ON USE OF FUNDS FROM THE GRANTEES. X X 0 0 0 0 0 0 0 0 0 CHRISTINE ESSEL PRESIDENT & CEO 303193 0 0 0 0 0 39350 0 53149 0 395692 0 0 0 KAREN FREEMAN CHIEF OPERATING OFFICER 180000 0 0 0 0 0 28000 0 41974 0 249974 0 0 0 AMANDA BYRD VP, SUSTAINABILITY & MEMBE 161161 0 0 0 0 0 23744 0 23573 0 208478 0 0 0 TULY MARTINEZ VP, PROGRAMS & CONFERENCES 132250 0 0 0 0 0 21600 0 10066 0 163916 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS REVIEWED BY THE PRESIDENT AND VP, OPERATIONS. FORM 990 IS DISTRIBUTED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND STAFF SIGN A CONFLICT OF INTEREST POLICY STATEMENT ANNUALLY. BOARD AND STAFF ARE REQUIRED TO DISCLOSE ANY MATTER THAT MAY BE A CONFLICT, AND ABSTAIN FROM DISCUSSION AND VOTING ON SUCH MATTERS. FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE COMPARED WITH OTHER ORGANIZATIONS OF COMPARABLE SIZE TO DETERMINE THAT SALARIES ARE CONSISTENT. THE PRESIDENT DETERMINES STAFF SALARIES AND THE BOARD DETERMINES THE PRESIDENT'S COMPENSATION THROUGH AN ANNUAL PERFORMANCE REVIEW. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST. FINANCIAL STATEMENTS ARE ALSO POSTED ON GUIDESTAR.ORG.