2015-07-29T17:12:35-05:00 2014-12-31 954656881 QUIGLEY & MIRON CPA'S 3550 WILSHIRE BOULEVARD-SUITE 1660 LOS ANGELES CA 900102481 990 2014-01-01 952831058 SOUTHERN CALIFORNIA GRANTMAKERS SOUT 2136808866 1000 NORTH ALAMEDA STREET NO 230 LOS ANGELES CA 90012 CHRISTINE ESSEL PRESIDENT/CEO 2136808866 2015-07-28 JOHN BOVARD MIRON P01358141 2136393550 2014 2016-02-25 16:41:14Z CHRISTINE ESSEL 1000 NORTH ALAMEDA STREET NO 230 LOS ANGELES CA 90012 2268928 0 X WWW.SOCALGRANTMAKERS.ORG X 1973 CA SUPPORT AND ADVANCE EFFECTIVE, RESPONSIBLE GRANTMAKING FOR THE PUBLIC GOOD IN SOUTHERN CALIFORNIA. 17 17 11 39 16394 0 1149050 1240374 844431 985421 21574 42540 6951 593 2022006 2268928 0 0 0 0 1015463 1270965 0 0 75361 802130 609717 1817593 1880682 204413 388246 2219760 2881487 542593 763017 1677167 2118470 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 1431003 985421 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. 1431003 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 6 0 11 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 1 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 MEMBER 1.00 X 0 0 0 CARL BALLTON BOARD MEMBER 0.50 X 0 0 0 EDMUND J CAIN BOARD MEMBER 0.50 X 0 0 0 JEFFREY GLASSMAN BOARD MEMBER 0.50 X 0 0 0 JOE LUMARDA BOARD MEMBER 0.50 X 0 0 0 KAFI BLUMENFIELD BOARD MEMBER 0.50 X 0 0 0 MAGDALENA BELTRAN-DEL OLMO BOARD MEMBER 0.50 X 0 0 0 MARY ODELL BOARD MEMBER 1.00 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 CATHY HESSION SECRETARY 1.00 X X 0 0 0 MELISSA HARMAN TREASURER 1.00 X X 0 0 0 DEIDRE LIND VICE CHAIR 0.50 X X 0 0 0 WENDY GAREN BOARD CHAIR 2.00 X X 0 0 0 CHRISTINE ESSEL PRESIDENT & CEO 40.00 X 212167 0 75952 AMANDA BYRD DIR. OF COMMUNICATIONS & MEMBERSHIP 40.00 X 119288 0 38876 KAREN FREEMAN DIR. OF OPERATIONS & SPECIAL PROJECTS 40.00 X 105987 0 51677 437442 0 166505 3 0 1 0 0 1240374 1240374 MEMBERSHIP EDUCATION 611430 832890 832890 CONFERENCES AND ROUNDT 611430 96300 96300 PROGRAM PARTNER FEE 611430 51400 51400 FISCAL AGENT FEE 541200 4831 4831 985421 26146 26146 16394 0 16394 16394 16394 OTHER INCOME 900099 593 593 593 2268928 985421 16394 26739 288119 216089 28812 43218 700895 546069 141381 13445 109369 76441 32001 927 105965 82573 22222 1170 66617 52679 10552 3386 41820 41820 95652 69469 22791 3392 62891 53674 7666 1551 51650 26101 24275 1274 82390 60390 18218 3782 26608 22122 3339 1147 169026 165418 3355 253 9451 6470 2566 415 10822 8333 1948 541 DUES,SUBSCRIPTION,MEMBE 33340 26708 6080 552 STAFF DEVELOPMENT 17026 13571 3252 203 MEMBERSHIP DEVELOPMENT 4740 3987 708 45 EQUIPMENT MAINTENANCE A 4301 909 3332 60 1880682 1431003 374318 75361 271777 511138 605301 615858 293000 393000 5496 59532 17101 31194 149861 78744 22477 71117 999724 1194764 4884 4884 2219760 2881487 82488 79691 437576 488939 22529 194387 542593 763017 X 1094584 1344617 582583 773853 1677167 2118470 2219760 2881487 388246 53057 0 X X 0 1 X 1 0 X 1502672 893054 1248358 1149050 1240374 6033508 1502672 893054 1248358 1149050 1240374 6033508 1634172 4399336 31020 32374 27224 20902 42540 154060 6951 593 7544 6195112 1829852 0.71010 0.80890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 139427 75033 64394 10434 3711 6723 71117 X 2321985 53057 53057 2268928 0 2268928 1880682 0 1880682 0 1880682 PART IV, LINE 2B: SCG SERVES AS FISCAL AGENT FOR THE CITY OF LOS ANGELES' MAYOR'S OFFICE OF STRATEGIC PARTNERSHIPS (OSP), WHEREBY A LIABILITY IS RECORDED FOR THE RECEIPT OF THE FUNDS. SUCH LIABILITIES ARE REMOVED WHEN THE FUNDS ARE PASSED-THROUGH TO THE BENEFICIARY: OSP. OSP WORKS TO FACILITATE ONGOING COLLABORATION, COMMUNICATION AND A PARTNERSHIP MODEL BETWEEN THE GOVERNMENT COMMUNITY PARTNERS, AND THE PHILATHROPIC SECTOR WORKING TO IMPROVE THE QUALITY OF LIFE AND OPPORTUNITY IN THE CITY OF LOS ANGELES. 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, 2014. X X X 0 0 0 0 0 0 0 0 0 CHRISTINE ESSEL PRESIDENT & CEO 212167 0 0 0 0 0 35360 0 40592 0 288119 0 0 0 AMANDA BYRD DIR. OF COMMUNICATIONS & MEMBERSHIP 119288 0 0 0 0 0 19932 0 18944 0 158164 0 0 0 KAREN FREEMAN DIR. OF OPERATIONS & SPECIAL PROJECT 105987 0 0 0 0 0 17597 0 34080 0 157664 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE SCG BYLAWS WERE REVISED IN ORDER TO ENSURE CONTINUED COMPLIANCE WITH CALIFORNIA NONPROFIT LAWS AND TO REFLECT CURRENT OPERATIONS. THESE REVISIONS INCLUDED CHANGES TO: 1) MEMBERSHIP TERMS, ELIGIBILITY, AND VOTING POLICY, 2) THE FORMAT AND TIMING OF BOARD MEETINGS, 3) THE PROCEDURES BY WHICH BOARD SIZE AND TERMS ARE DETERMINED, AND 4) THE BYLAWS AMENDMENT PROCESS. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF FORM 990 IS REVIEWED BY THE PRESIDENT, DIRECTOR OF OPERATIONS, AND FINANCE COMMITTEE. FORM 990 IS DISTRIBUTED TO THE FULL BOARD FOR FINAL REVIEW AND APPROVAL 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 OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS IS UNCHANGED FROM THE PRIOR YEAR.