2021-11-09T10:56:13-06:00 2020-12-31 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2020-01-01 952831058 SOUTHERN CALIFORNIA GRANTMAKERS SOUT 2136808866 1000 ALAMEDA STREET NO 230 LOS ANGELES CA 90012 CHRISTINE ESSEL PRESIDENT/CEO 2136808866 2021-11-05 1 CHRISTINE ESSEL 999009999 KATY BROWN P00650274 9257902600 2021-11-02 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z CHRISTINE ESSEL 1000 ALAMEDA STREET NO 230 LOS ANGELES CA 90012 7518221 0 X WWW.SOCALGRANTMAKERS.ORG X 1973 CA SUPPORT AND ADVANCE EFFECTIVE, RESPONSIBLE GRANTMAKING FOR THE PUBLIC GOOD IN SOUTHERN CALIFORNIA. 20 20 32 22 0 0 4634575 6079573 397437 509963 148860 134626 26766 13282 5207638 6737444 0 1486000 0 0 3266359 3453959 0 0 338040 1993672 1776077 5260031 6716036 -52393 21408 10308539 13438984 2385422 5197992 7923117 8240992 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, 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 4462330 1486000 460263 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. 1398512 49700 CONFERENCES: COMPREHENSIVE, FOCUSED CONVENINGS TO INCREASE THE EFFECTIVENESS OF PHILANTHROPIC ORGANIZATIONS AND PROVIDE SPECIFIC ISSUE AREA TRENDS AND BEST PRACTICES. 5860842 1 1 1 1 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 42 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 MELISSA HARMAN TREASURER (LEFT 12/20) 1.00 X X 0 0 0 JOE LUMARDA SECRETARY 0.50 X X 0 0 0 ADRIENNE WITTENBERG ASSISTANT TREASURER 1.00 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 WENDY GAREN BOARD MEMBER (LEFT 12/20) 0.50 X 0 0 0 SHANE GOLDSMITH BOARD MEMBER 0.50 X 0 0 0 JOANNA JACKSON BOARD MEMBER (START 06/20) 0.50 X 0 0 0 ALEX JOHNSON BOARD MEMBER (START 06/20) 0.50 X 0 0 0 DEIDRE LIND BOARD MEMBER (LEFT 12/20) 0.50 X 0 0 0 CONNIE MALLOY BOARD MEMBER 0.50 X 0 0 0 STEVE NISSEN BOARD MEMBER (LEFT 12/20) 0.50 X 0 0 0 GABRIELA ROBLES BOARD MEMBER 0.50 X 0 0 0 TARA ROTH BOARD MEMBER 1.00 X 0 0 0 GERALD SOLOMON BOARD MEMBER (LEFT 12/20) 0.50 X 0 0 0 BELEN VARGAS BOARD MEMBER (LEFT 12/20) 0.50 X 0 0 0 JOHN KOBARA BOARD MEMBER (LEFT 02/20) 0.50 X 0 0 0 CHRISTINE ESSEL PRESIDENT & CEO 40.00 X 296541 0 94356 KAREN FREEMAN CHIEF OPERATING OFFICER 40.00 X 174554 0 68387 AMANDA BYRD VP, SUSTAINABILITY & MEMBERSHIP 40.00 X 151197 0 46495 DAVE SHELDON VP, COLLABORATIONS & COMMUNITIES 40.00 X 124198 0 46833 TULY MARTINEZ VP, PROGRAMS & CONFERENCES 40.00 X 112248 0 30180 PHUONG PHAM DIRECTOR, KNOWLEDGE & COMMUNICATIONS 40.00 X 105000 0 35795 963738 0 322046 6 0 1 0 0 1257948 580400 4241225 6079573 FISCAL AGENT FEE 541200 337891 337891 PROGRAM PARTNER FEE 611430 122372 122372 CONFERENCES/ROUNDTABLE 611430 49700 49700 509963 77817 77817 837586 780777 56809 56809 56809 TECHNOLOGY SERVICES 900099 9450 9450 OTHER INCOME 900099 3832 3832 13282 6737444 509963 0 147908 1486000 1486000 633837 510872 98879 24086 1832365 1511414 147741 173210 404926 332039 40493 32394 404687 331843 40469 32375 178144 146078 17814 14252 12150 12150 45043 45043 27600 27600 493251 458160 17597 17494 66186 44471 17375 4340 231235 189613 23123 18499 32490 26642 3249 2599 26254 21529 2625 2100 64315 57841 4344 2130 12058 9888 1206 964 25133 20609 2513 2011 VPAN DIRECT PROGRAM EXP 363263 363263 PHILANTHROPIC MEMBERSHI 257553 252921 2573 2059 STAFF AND MEMBER DEVELO 67789 55218 7184 5387 DUES AND SUBSCRIPTIONS 51757 42441 5176 4140 6716036 5860842 517154 338040 2204477 5764251 77673 1351078 2229858 602534 99019 120969 42380 257693 179724 158584 12198 21140 5056560 4676972 581489 639463 4885 4884 10308539 13438984 260047 351096 582531 666438 1542844 4180458 2385422 5197992 X 3477318 4192244 4445799 4048748 7923117 8240992 10308539 13438984 21408 296467 0 X X 0 1 X 1 0 X 1460420 5446670 4669047 4634575 6079573 22290285 1460420 5446670 4669047 4634575 6079573 22290285 6247344 16042941 39361 92713 120025 141802 77817 471718 1255 6490 839 20466 13282 42332 22804335 2060063 0.70350 0.73590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 79018 0 0 0 0 1 0 0 0 0 1 79018 0 0 79018 0 PART I-A, LINE 1: THE ORGANIZATION HIRED A FIRM TO TRACK AND ADVISE ON A BILL AT THE STATE LEGISLATURE - SACRAMENTO ADVOCATES. 0 1 X 581489 57974 639463 498628 82861 581489 526346 -27718 498628 500000 26346 526346 0.00000 0.78190 0.21810 1 0 161274 140134 21140 18450 18450 0 21140 X 7033911 296467 296467 6737444 0 6737444 6716036 0 6716036 0 6716036 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: SCG IS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR PROVISIONS FOR THE STATE OF CALIFORNIA AND, THEREFORE, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. SCG FOLLOWS ASC 740, ACCOUNTING FOR INCOME TAXES (ASC 740) WHICH PROVIDES DETAILED GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS. SPECIFICALLY, ASC 740-10-25 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. 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, 2020 AND 2019 , 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 2018. 1 MALDEF 634 S SPRING STREET 11TH FLOOR LOS ANGELES CA 90014 741563270 501(C)(3) 315000 TO SUPPORT REDISTRICTING EFFORTS CALIFORNIA CALLS 4801 EXPOSITION BLVD LOS ANGELES CA 90016 462301623 501(C)(3) 300000 TO SUPPORT REDISTRICTING EFFORTS NALEO EDUCATIONAL FUND 1122 W WASHINGTON BLVD 3RD FLOOR LOS ANGELES CA 90015 521212849 501(C)(3) 300000 TO SUPPORT REDISTRICTING EFFORTS ASIAN AMERICANS ADVANCING JUSTICE-ALC 1145 WILSHIRE BLVD 2ND FLOOR LOS ANGELES CA 90017 953854152 501(C)(3) 350000 TO SUPPORT REDISTRICTING EFFORTS ARMORY 145 NORTH RAYMOND AVE PASADENA CA 91103 952907884 501(C)(3) 10000 GRANT FOR RACIAL JUSTICE WORK COMMUNITY COALITION 174 BRIDGE STREET PHOENIXVILLE PA 19460 232814841 501(C)(3) 95000 EMBRACE LA/RACIAL EQUITY ALLIANCE GRANT AND REDISTRICTING WORK INITIATE JUSTICE 1035 S GRAND AVE STE 300 LOS ANGELES CA 90015 821028920 501(C)(3) 20000 GENERAL OPERATING GRANT TO SUPPORT THEIR RACIAL EQUITY WORK JAPANESE AMERICAN CULTURAL & COMM CENTER 244 S SAN PEDRO ST LOS ANGELES CA 90012 237124042 501(C)(3) 11500 TO SUPPORT OF RACIAL EQUITY WORK WESLEY FOUNDATION SERVING UCLA580 CAFE 10497 WILSHIRE BLVD LOS ANGELES CA 90024 954262144 501(C)(3) 6500 TO SUPPORT OF RACIAL EQUITY WORK SIERRA HEALTH FOUNDATION 1321 GARDEN HWY SACRAMENTO CA 95833 680050036 501(C)(3) 20000 GRANT FOR INDIGENOUS YOUTH ENVIRONMENTAL JUSTICE PROGRAM CCEJ 3605 LONG BEACH BLVD STE 100 LONG BEACH CA 90807 542178438 501(C)(3) 20000 TO SUPPORT RACIAL EQUITY WORK COMMUNITY PARTNERS 1000 N ALAMEDA ST STE 240 LOS ANGELES CA 90012 954302067 501(C)(3) 33000 GRANT FOR VIGILANT LOVE FOR PROGRAMMING IN 2020 FOR RACIAL JUSTICE/EQUITY CHILDREN'S THEATER COMPANY 2400 THIRD AVENUE SOUTH MINNEAPOLIS CA 55404 411254553 501(C)(3) 5000 GRANT TO SUPPORT PERFORMANCE "IN MY SKIN" 13 0 PART I, LINE 2: THE ORGANIZATION HAS CONTRACTS AS NEEDED FOR GRANT FUNDS AWARDED. THE ORGANIZATION REQUIRES A FINAL REPORT OF USE OF FUNDS FROM THE GRANTEES. X 0 0 X X X 0 0 0 0 0 0 0 0 0 CHRISTINE ESSEL PRESIDENT & CEO 296541 0 0 0 0 0 43792 0 50564 0 390897 0 0 0 KAREN FREEMAN CHIEF OPERATING OFFICER 174554 0 0 0 0 0 25675 0 42712 0 242941 0 0 0 AMANDA BYRD VP, SUSTAINABILITY & MEMBERSHIP 151197 0 0 0 0 0 21772 0 24723 0 197692 0 0 0 DAVE SHELDON VP, COLLABORATIONS & COMMUNITIES 124198 0 0 0 0 0 18223 0 28610 0 171031 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. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT, REVIEW OF THE FINANCIAL STATEMENTS, AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE HAS BEEN NO CHANGE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS.