2020-11-09T18:53:30-06:00 2019-12-31 320530003 QUIGLEY & MIRON 3550 WILSHIRE BLVD 1660 LOS ANGELES CA 90010 990 2019-01-01 952831058 SOUTHERN CALIFORNIA GRANTMAKERS SOUT 2136808866 1000 NORTH ALAMEDA STREET NO 230 LOS ANGELES CA 90012 CHRISTINE ESSEL PRESIDENT/CEO 2136808866 2020-11-09 ARMEN GRIGORIAN P01582463 2136393550 99.88.83.162 2020-11-09 16:50:34 PS P C1988052032BF7E796496D37049D37B62C620639 7C9F26E797FEE4F5AEDE8FB21EACB23E3B08580E 2019 2021-01-29 14:40:06Z CHRISTINE ESSEL 1000 NORTH ALAMEDA STREET NO 230 LOS ANGELES CA 90012 7056570 0 X WWW.SOCALGRANTMAKERS.ORG X 1973 CA SUPPORT AND ADVANCE EFFECTIVE, RESPONSIBLE GRANTMAKING FOR THE PUBLIC GOOD IN SOUTHERN CALIFORNIA. 20 20 31 20 0 0 4669047 4634575 345088 397437 120025 148860 28902 26766 5163062 5207638 0 0 0 0 2556854 3266359 0 0 209947 1359275 1993672 3916129 5260031 1246933 -52393 9420222 10308539 1697972 2385422 7722250 7923117 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 AND COMMUNITY FOUNDATIONS AS WELL AS GRANTMAKING 501(C)3S.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 BERNARDINO, SAN LUIS OBISPO, SANTA BARBARA, AND VENTURA. 0 0 2843730 286207 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. 1670128 119630 CONFERENCES: COMPREHENSIVE, FOCUSED CONVENINGS TO INCREASE THE EFFECTIVENESS OF PHILANTHROPIC ORGANIZATIONS AND PROVIDE SPECIFIC ISSUE AREA TRENDS AND BEST PRACTICES. 4513858 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 35 0 31 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 KAREN FREEMAN 2136808866 1000 NORTH ALAMEDA STREET NO 230 LOS ANGELES CA 90012 BEATRIZ SOLIS BOARD CHAIR 1.00 X X 0 0 0 NIKE IRVIN VICE CHAIR 0.50 X X 0 0 0 MELISSA HARMAN TREASURER 1.00 X X 0 0 0 JOE LUMARDA SECRETARY 0.50 X X 0 0 0 WENDY GAREN PAST BOARD CHAIR 2.00 X 0 0 0 JAMES ALVA BOARD MEMBER 0.50 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 SHANE GOLDSMITH BOARD MEMBER 0.50 X 0 0 0 JOHN KOBARA BOARD MEMBER 0.50 X 0 0 0 DEIDRE LIND BOARD MEMBER 0.50 X 0 0 0 CONNIE G MALLOY BOARD MEMBER 0.50 X 0 0 0 STEVE NISSEN BOARD MEMBER 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 0.50 X 0 0 0 BELEN VARGAS BOARD MEMBER 0.50 X 0 0 0 ADRIENNE WITTENBERG BOARD MEMBER 0.50 X 0 0 0 CHRISTINE ESSEL PRESIDENT & CEO 40.00 X 286127 0 90833 KAREN FREEMAN CHIEF OPERATING OFFICER 40.00 X 160000 0 61719 AMANDA BYRD VP, MEMBERSHIP & SUSTAINABILITY 40.00 X 148398 0 44357 DAVID SHELDON VP, COLLABORATION & COMMUN 40.00 X 122329 0 26903 TULY MARTINEZ VP, COLLABORATION & CONFERENCES 40.00 X 110000 0 18701 SEYRON FOO VP, PUBLIC, POLICY & GOVERNMENT RELATIONS 40.00 X 110000 0 18229 936854 0 260742 6 0 1 0 0 1252658 3381917 4634575 PROGRAM PARTNER FEE 611430 166807 166807 CONFERENCES AND ROUNDTABLES 611430 119630 119630 FISCAL AGENT FEE 541200 111000 111000 397437 135502 135502 1862290 1848932 13358 13358 13358 OTHER INCOME 900099 18366 18366 CONSULTING FEES 541610 8400 8400 26766 5207638 405837 0 167226 X 598679 482535 93394 22750 1936124 1689158 168629 78337 280932 245455 24097 11380 278252 243681 23279 11292 172372 148240 17237 6895 689 689 42214 42214 11359 11359 744443 677118 35831 31494 91283 78503 9129 3651 142489 122541 14249 5699 115702 99504 11570 4628 127446 109604 12744 5098 445937 383506 44594 17837 19862 17081 1986 795 16052 13805 1605 642 DUES,SUBSCRIPTION,MEMBE 167183 143776 16719 6688 STAFF DEVELOPMENT 44223 38032 4422 1769 EQUIPMENT MAINTN/LEASES 23729 20406 2373 950 MEMBERSHIP DEVELOPMENT 1061 913 106 42 5260031 4513858 536226 209947 2417863 2204477 2983172 77673 1623721 2229858 67442 99019 61774 42380 158724 146526 32060 12198 1730677 5056560 498628 581489 4885 4885 9420222 10308539 311703 260047 482641 582531 903628 1542844 1697972 2385422 X 2857288 3477318 4864962 4445799 7722250 7923117 9420222 10308539 -52393 253260 0 X X 0 1 X 1 0 X 3431470 1460420 5446670 4669047 4634575 19642182 3431470 1460420 5446670 4669047 4634575 19642182 4840381 14801801 29868 39361 92713 120025 141802 423769 17614 1255 6490 839 20466 46664 20112615 3607504 0.73590 0.73780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 498628 82861 581489 526346 -27718 498628 500000 26346 526346 0.86000 0.14000 1 0 140274 128631 11643 18450 17895 555 12198 BENIFICIAL INTERES IN AGENCY ENDOWMENT 581489 F 581489 X 5449539 253260 253260 5196279 11359 11359 5207638 5248672 0 5248672 11359 11359 5260031 PART IV, LINE 2B: SCG SERVES AS 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 ENDOWMENT. 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 EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE) AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. IN ADDITION, SCG IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. ACCOUNTING STANDARDS REQUIRE AN ORGANIZATION TO EVALUATE ITS TAX POSITION AND PROVIDE FOR A LIABILITY FOR ANY POSITIONS THAT WOULD NOT BE CONSIDERED 'MORE LIKELY THAN NOT' TO BE UPHELD UNDER A TAX AUTHORITY EXAMINATION. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT A PROVISION FOR A TAX LIABILITY IS NOT NECESSARY AT DECEMBER 31, 2019. GENERALLY, SCG'S INFORMATION RETURNS REMAIN OPEN FOR EXAMINATION FOR A PERIOD OF THREE (FEDERAL) OR FOUR (STATE OF CALIFORNIA) YEARS FROM THE DATE OF FILING. X 0 0 X X X 0 0 0 0 0 0 0 0 0 CHRISTINE ESSEL PRESIDENT & CEO 286127 0 0 0 0 0 45780 0 45053 0 376960 0 0 0 KAREN FREEMAN CHIEF OPERATING OFFICER 160000 0 0 0 0 0 25600 0 36119 0 221719 0 0 0 AMANDA BYRD VP, MEMBERSHIP & SUSTAINABILITY 148398 0 0 0 0 0 23744 0 20613 0 192755 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT 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 IX, LINE 11G PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 5,165. MANAGEMENT AND GENERAL EXPENSES 601. FUNDRAISING EXPENSES 241. TOTAL EXPENSES 6,007. OTHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 671,953. MANAGEMENT AND GENERAL EXPENSES 35,230. FUNDRAISING EXPENSES 31,253. TOTAL EXPENSES 738,436. THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT, REVIEW O THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT, REVIEW OF THE FINANCIAL STATEMENTS, AND SELECTION OF AN INDEPENDENT ACCOUNTANT.