2014-09-05T18:41:27-05:00 2013-12-31 954656881 QUIGLEY & MIRON CPA'S 3550 WILSHIRE BOULEVARD-SUITE 1660 LOS ANGELES CA 900102481 990 2013-01-01 952831058 SOUTHERN CALIFORNIA GRANTMAKERS SOUT 2136808866 1000 NORTH ALAMEDA STREET NO 230 LOS ANGELES CA 90012 CHRISTINE ESSEL PRESIDENT AND CEO 2136808866 2014-09-04 JOHN BOVARD MIRON P01358141 2136393550 2013 2015-11-30 17:44:51Z CHRISTINE ESSEL 1000 NORTH ALAMEDA STREET NO 230 LOS ANGELES CA 90012 2022006 0 X WWW.SOCALGRANTMAKERS.ORG X 1973 CA SUPPORT AND ADVANCE EFFECTIVE, RESPONSIBLE GRANTMAKING FOR THE PUBLIC GOOD IN SOUTHERN CALIFORNIA. 16 16 15 39 0 0 1248358 1149050 106716 844431 27224 21574 0 6951 1382298 2022006 177349 0 0 0 760051 1015463 0 0 65664 574627 802130 1512027 1817593 -129729 204413 2110368 2214410 356043 537243 1754325 1677167 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 1392206 844431 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. 1392206 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 13 0 15 1 0 0 0 0 0 0 0 0 0 0 X 16 16 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 CARL BALTON BOARD CHAIR 3.00 X X 0 0 0 KAFI BLUMENFIELD VICE-CHAIR 3.00 X X 0 0 0 WILLIAM AHMANSON TREASURER 3.00 X X 0 0 0 MAGDALENA BELTRAN-DEL OLMO BOARD MEMBER 3.00 X 0 0 0 EDMUND J CAIN BOARD MEMBER 3.00 X 0 0 0 WENDY GARREN BOARD MEMBER 3.00 X 0 0 0 MELISSA HARMAN BOARD MEMBER 3.00 X 0 0 0 R CHRISTINE HERSHEY BOARD MEMBER 3.00 X 0 0 0 CATHY HESSION BOARD MEMBER 3.00 X 0 0 0 DEBORAH IVES BOARD MEMBER 3.00 X 0 0 0 RACHEL LEVIN BOARD MEMBER 3.00 X 0 0 0 DEIDRE LIND BOARD MEMBER 3.00 X 0 0 0 SLYIA OBAGI BOARD MEMBER 3.00 X 0 0 0 MARY ODELL BOARD MEMBER 3.00 X 0 0 0 HUGH J RALSTON BOARD MEMBER 3.00 X 0 0 0 TRENT STAMP BOARD MEMBER 3.00 X 0 0 0 CHRISTINE ESSEL PRESIDENT AND CEO 40.00 X 180833 0 54434 KAREN FREEMAN DIRECTOR OF OPERATIONS & SPECIAL PROJECTS 40.00 X 99470 0 41018 280303 0 95452 1 0 1 0 0 1149050 1149050 MEMBERSHIP EDUCATION 611430 642722 642722 CONFERENCES AND ROUNDT 611430 148587 148587 PROGRAM PARTNER FEE 611430 34290 34290 FISCAL AGENT FEE 541200 18832 18832 844431 20902 20902 672 0 672 672 672 OTHER INCOME 900099 6951 6951 6951 2022006 844431 0 28525 375755 232645 107820 35290 473024 374517 87966 10541 63181 53489 8207 1485 45955 44765 611 579 57548 42010 12661 2877 73340 73340 1665 1665 34932 16 34896 20 112650 73204 32816 6630 67185 55086 10420 1679 49738 42698 6509 531 92518 73435 14744 4339 17687 15387 1946 354 254330 232082 22248 7219 5414 1444 361 7801 5383 2028 390 DUES,SUBSCRIPTION,MEMBE 32948 26016 6348 584 EQUIPMENT MAINTENANCE A 26215 25953 262 STAFF DEVELOPMENT 17376 13166 4210 MISCELLANEOUS 6526 3600 2922 4 1817593 1392206 359723 65664 229706 271777 627592 605301 275000 293000 146 24131 17101 91770 69293 17269 22477 931786 999724 4884 4884 2110368 2214410 77280 82488 278763 432226 22529 356043 537243 X 1123931 1094584 630394 582583 1754325 1677167 2110368 2214410 X 204413 46948 -328519 0 X X 0 1 X 1 0 X 1181197 1502672 893054 1248358 1149050 5974331 1181197 1502672 893054 1248358 1149050 5974331 1017707 4956624 34639 31020 32374 27224 20902 146159 6951 6951 6127441 851382 0.80890 0.58920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 91770 69293 22477 22477 X 2068954 46948 46948 2022006 0 2022006 1817593 0 1817593 0 1817593 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 CONSIDRED 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, 2013. X X X 0 0 0 0 0 0 0 0 0 CHRISTINE ESSEL PRESIDENT AND CEO 180833 0 0 0 0 0 24000 0 30434 0 235267 0 0 0 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: NO CHANGE FROM THE PRIOR YEAR. PART XI LINE 8 DURING THE YEAR ENDED DECEMBER 31, 2013, SCG MANAGEMENT DETERMINED THAT PASS-THROUGH REVENUES AND EXPENDITURES RELATED TO THE LOS ANGELES MAYOR'S OFFICE OF STRATEGIC PARTNERSHIPS SHOULD BE PRESENTED AS AN AGENCY TRANSACTION ON THE STATEMENT OF FINANCIAL POSITION, WHEREBY A LIABILITY IS RECORDED FOR THE RECEIPT OF FUNDS. SUCH LIABILITIES ARE REMOVED WHEN THE FUNDS ARE PASSED THROUGH TO THE BENEFICIARY.