2016-10-17T00:00:00-05:00 2015-12-31 954656881 QUIGLEY & MIRON CPA'S 3550 WILSHIRE BLVD1660 LOS ANGELES CA 90010 990 2015-01-01 952831058 SOUTHERN CALIFORNIA GRANTMAKERS SOUT 2136808866 1000 NORTH ALAMEDA STREET NO 230 LOS ANGELES CA 90012 CHRISTINE ESSEL PRESIDENT/CEO 2136808866 2016-10-18 JOHN BOVARD MIRON P01358141 2136393550 2015 2017-02-10 21:41:12Z CHRISTINE ESSEL 1000 NORTH ALAMEDA STREET NO 230 LOS ANGELES CA 90012 5437380 0 X WWW.SOCALGRANTMAKERS.ORG X 1973 CA SUPPORT AND ADVANCE EFFECTIVE, RESPONSIBLE GRANTMAKING FOR THE PUBLIC GOOD IN SOUTHERN CALIFORNIA. 21 21 20 0 0 0 1240374 3431470 985421 1173261 42540 75947 593 44664 2268928 4725342 0 0 0 0 1270965 1542276 0 0 95390 609717 948311 1880682 2490587 388246 2234755 2881487 5066654 763017 774835 2118470 4291819 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 1950836 1200311 MEETINGS, CONFERENCES AND PUBLICATIONS DESIGNED TO INCREASE THE EFFECTIVENESS OF PHILANTHROPIC ORGANIZATIONS BY ADDRESSING IMPORTANT NEEDS, PROMOTE COLLABORATION AMONG GRANTMAKERS AND TO ENHANCE GRANTMAKING SKILLS. 1950836 1 1 0 0 0 0 0 0 1 0 1 0 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 11 0 20 1 0 0 0 0 0 0 0 0 0 0 X 21 21 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 SECRETARY 1.00 X X 0 0 0 CARL BALLTON BOARD MEMBER 0.50 X 0 0 0 EDMUND J CAIN VICE CHAIR 0.50 X X 0 0 0 JEFFREY GLASSMAN BOARD MEMBER 0.50 X 0 0 0 JOE LUMARDA BOARD MEMBER 0.50 X 0 0 0 KIM BELSHE BOARD MEMBER 0.50 X 0 0 0 RON GALLO BOARD MEMBER 0.50 X 0 0 0 FRANK GILLIAM BOARD MEMBER 0.50 X 0 0 0 NIKE IRVIN BOARD MEMBER 0.50 X 0 0 0 R CHRISTINE HERSHEY BOARD MEMBER 1.00 X 0 0 0 SYLIA OBAGI BOARD MEMBER 0.50 X 0 0 0 TARA ROTH BOARD MEMBER 1.00 X 0 0 0 TRENT STAMP BOARD MEMBER 0.50 X 0 0 0 CARA ESPOSITO BOARD MEMBER 0.50 X 0 0 0 MELISSA HARMAN TREASURER 1.00 X X 0 0 0 DEIDRE LIND BOARD MEMBER 0.50 X 0 0 0 WENDY GAREN BOARD CHAIR 2.00 X X 0 0 0 MARY ELLEN KULLMAN BOARD MEMBER 0.50 X 0 0 0 STEVE NISSEN BOARD MEMBER 0.50 X 0 0 0 DAVID PORGES BOARD MEMBER 0.50 X 0 0 0 BELEN VARGAS BOARD MEMBER 0.50 X 0 0 0 CHRISTINE ESSEL PRESIDENT & CEO 40.00 X 221420 0 74895 AMANDA BYRD VP MEMBERSHIP & COMMUNICATIONS 40.00 X 131664 0 39850 KAREN FREEMAN VP OPERATIONS & GOVT RELATIONS 40.00 X 113760 0 51608 466844 0 166353 3 0 1 0 0 3431470 3431470 MEMBERSHIP EDUCATION 611430 1001354 1001354 CONFERENCES AND ROUNDTABLES 611430 81200 81200 PROGRAM PARTNER FEE 611430 73865 73865 FISCAL AGENT FEE 541200 16842 16842 1173261 29868 29868 758117 712038 46079 46079 46079 CONSULTING FEES 541610 27050 27050 OTHER INCOME 900099 17614 17614 44664 4725342 1200311 0 93561 X 296315 222236 29632 44447 914455 765352 125522 23581 119127 100094 16519 2514 126001 106154 17594 2253 86378 70830 11229 4319 1000 1000 35059 35059 292207 187122 99039 6046 66352 50337 12312 3703 49249 31938 16279 1032 113927 83581 26414 3932 52990 39620 11901 1469 205283 202870 2361 52 21053 13726 6628 699 16103 13382 2078 643 DUES,SUBSCRIPTION,MEMBE 60559 36163 23959 437 STAFF DEVELOPMENT 21505 15412 5943 150 EQUIPMENT MAINTENANCE A 7972 7745 114 113 MEMBERSHIP DEVELOPMENT 5052 4274 778 2490587 1950836 444361 95390 511138 573505 615858 1234806 393000 1596250 59532 64776 31194 22427 132841 54262 71117 78579 1194764 1491427 4884 4884 2881487 5066654 79691 89657 488939 389875 194387 295303 763017 774835 X 1344617 1753787 773853 2538032 2118470 4291819 2881487 5066654 2234755 -61406 0 X 0 1 X 1 0 X 893054 1248358 1149050 1240374 3431470 7962306 893054 1248358 1149050 1240374 3431470 7962306 1859030 6103276 32374 27224 20902 42540 29868 152908 6951 593 17614 25158 8140372 3030163 0.74980 0.71010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 114391 47754 66637 18450 6508 11942 78579 X 4663936 -61406 -61406 4725342 0 4725342 2490587 0 2490587 0 2490587 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 AGEN, SCG PROVIDES FIDUCIARY OVERSIGHT, FINANCIAL MANAGEMENT AND OTHER ADMINISTRATIVE SERVICES TO ASSIST THE SUPPORTED ENTITIES IN FULFILLING THE ACTIVITIES OF THE CHARITABLE PROJECTS. 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, 2015. 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 X X 0 0 0 0 0 0 0 0 0 CHRISTINE ESSEL PRESIDENT & CEO 221420 0 0 0 0 0 34427 0 40468 0 296315 0 0 0 AMANDA BYRD VP MEMBERSHIP & COMMUNICATIONS 131664 0 0 0 0 0 20682 0 19168 0 171514 0 0 0 KAREN FREEMAN VP OPERATIONS & GOVT RELATIONS 113760 0 0 0 0 0 18201 0 33407 0 165368 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 0. MANAGEMENT AND GENERAL EXPENSES 3,664. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,664. OTHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 187,122. MANAGEMENT AND GENERAL EXPENSES 95,375. FUNDRAISING EXPENSES 6,046. TOTAL EXPENSES 288,543.