2015-09-10T10:27:11-00:00 2014-12-31 Sonnenberg & Company CPAs 5190 Governor Dr 201 San Diego CA 92122 990 2014-01-01 330868261 San Diego Grantmakers SAND 8588753333 5060 Shoreham Place Room 350 San Diego CA 92122 Nancy Jamison Executive Director 2015-09-10 true Leonard Sonnenberg 8584575252 2015-09-10 2014 2016-02-25 16:41:14Z Nancy Jamison 5060 Shoreham Place 350 San Diego CA 92122 564324 false X www.sdgrantmakers.org X 1999 CA Our Mission is to connect, educate, develop and inspire organized philanthropy to be more effective individually and collectively. 13 13 6 50 0 434438 488678 64759 75105 746 541 0 499943 564324 0 0 303169 336260 0 36015 303395 233435 606564 569695 -106621 -5371 496058 385889 161628 56830 334430 329059 X Our Mission is to connect, educate, develop and inspire organized philanthropy to be more effective individually and collectively. false false 432060 75105 San Diego Grantmakers SDG is a membership association of individuals and organizations that carry out 25,000 or more annually of charitable giving to multiple nonprofits. SDGs members include more than 100 foundations, corporate philanthropy programs, giving circles, donor advised funds, grantmaking public charities and government funders. SDG enhances the work of members by connecting grantmakers to each other, connecting grantmakers to knowledge and best practices, facilitating collaboration among funders and across sectors, increasing awareness of philanthropys role and impact in communities, and leveraging local philanthropy to help bring in more resources to our region. Examples of this work in 2014 include Continued on Schedule O 432060 true true false true false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 8 0 true 6 true false false false false false false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true true false CA X Nancy Jamison 8588753333 5060 Shoreham Place 350 San Diego CA 92122 Connie Matsui Chair 002.00 X X 0 0 0 Renata Hron Gomez Immediate Past Chair 002.00 X X 0 0 0 David Lynn Treasurer 002.00 X X 0 0 0 Christy Wilson Secretary 002.00 X X 0 0 0 Mary Herron Director 001.00 X 0 0 0 Steve Eldred Director 001.00 X 0 0 0 Sharyn Goodson Director 001.00 X 0 0 0 Nancy Sasaki Director 001.00 X 0 0 0 Peter Callstrom Director 001.00 X 0 0 0 Briana Wagner Director 001.00 X 0 0 0 Linda Spuck Director 001.00 X 0 0 0 Paula Cordeiro Director 001.00 X 0 0 0 Beatriz Palomino Young Director 001.00 X 0 0 0 Nancy Jamison Executive Director 040.00 X 99998 0 13699 99998 13699 1 false false false 301745 186933 488678 Conference Attendee Fees 900099 18405 18405 Membership dues 900099 56700 56700 75105 541 541 564324 75105 541 X 0 0 0 0 113697 79587 22740 11370 0 168244 117772 33648 16824 0 32782 22948 6556 3278 21537 15076 4307 2154 0 0 15980 15980 0 0 56553 56553 0 6778 5512 844 422 5359 5359 0 0 6739 4717 1348 674 0 14499 9319 5180 0 0 1917 1342 383 192 2682 2682 Books, Dues and Subscriptions 10939 7658 2188 1093 Program Expense and Annual Conference 74942 74942 Sponsorships 6750 6750 Miscellaneous 30297 24525 5764 8 0 569695 432060 101620 36015 91175 11051 376318 327865 18825 37750 7823 9223 9128 9128 1917 496058 385889 33651 51580 126241 5250 1736 161628 56830 X 247753 273940 86677 55119 334430 329059 496058 385889 -5371 32283 -32283 X true X false true false X 483371 401771 522107 484418 545378 2437045 483371 401771 522107 484418 545378 2437045 246627 2190418 1976 1123 1061 746 541 5447 2442492 260828 0.89680 0.88440 X 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED II-A The organization filed form 5768 during 2008 but did not engage in any lobbying activities during the year ending 12/31/14. false 9128 9128 Financial derivatives and other financial products Closely-held equity interests Form 990, Part VI, Section B, Line 11b The Form 990 is reviewed by the Executive Director, approved by the Audit and Finance Committee and the board of directors is provided a copy prior to submission. Form 990, Part VI, Section B, Line 12c All Board members are required to annually acknowledge and sign the Conflict of Interest Statement. If a conflict arises the person with a conflict is not allowed to vote on the proposed transaction. There have been no incidences of conflict during the reporting period. Form 990, Part VI, Section B, Line 15c Annually, during Executive session of the Board of Directors meeting, the Chair presents formal review and recommended compensation adjustment, if any, to the Board for approval. Comparability data is presented and shared with the other members of the Board during both the executive session and regular board meetings to provide framework for the recommendation. The process is documented and was last done December 3, 2014. Form 990, Part VI, Section C, Line 19 Governing documents, conflict of interest policy, and reviewed financial statements are available to the public upon request. Form 990, Part IX, Line 9 Other changes in net assets or fund balances The Organization received 32,283 in donated services and use of facilities and the amount was properly excluded for federal income tax purposes. Form 990, Part III, Line 4 Program accomplishments continued 1 30 in-person and online learning and networking programs, 2 an Annual Conference attended by more than 160 people - the largest event in San Diego County designed to bring together people who are passionate and strategic about philanthropy, 3 the facilitation of six funder and cross-sector collaborations working on such issues as education, transitioning military veterans, , foster youth, work-force development, and social equity, 4 Service as a resource for and about, as well as a liaison to, organized philanthropy in San Diego.