2023-09-21T12:49:50-05:00 2022-12-31 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-01-01 952831058 SOUTHERN CALIFORNIA GRANTMAKERS SOUT 2136808866 1000 ALAMEDA STREET 230 LOS ANGELES CA 90012 CHRISTINE ESSEL PRESIDENT/CEO 2136808866 2023-09-06 1 CHRISTINE ESSEL 999009999 1 KATY BROWN P00650274 9257902600 2023-08-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTINE ESSEL 1000 ALAMEDA STREET 230 LOS ANGELES CA 90012 29919009 0 X WWW.SOCALGRANTMAKERS.ORG X 1973 CA SUPPORT AND ADVANCE EFFECTIVE, RESPONSIBLE GRANTMAKING FOR THE PUBLIC GOOD IN SOUTHERN CALIFORNIA. 22 22 31 18 0 0 33630646 29083902 220894 606181 142939 210913 0 0 33994479 29900996 2103939 888000 0 0 3778555 4046203 0 0 536534 14551395 18000432 20433889 22934635 13560590 6966361 26044815 32673852 4143615 4507175 21901200 28166677 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, (CONTINUE ON SCHEDULE O)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 COMMUNITY FOUNDATIONS AS WELL AS GRANTMAKING 501(C)(3)'S.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 BERNADINO, SAN LUIS OBISPO, SANTA BARBARA, AND VENTURA. 0 0 21339684 888000 510390 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. 95791 CONFERENCES: COMPREHENSIVE, FOCUSED CONVENINGS TO INCREASE THE EFFECTIVENESS OF PHILANTHROPIC ORGANIZATIONS AND PROVIDE SPECIFIC ISSUE AREA TRENDS AND BEST PRACTICES. 21339684 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 90 0 1 31 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 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 KA 2136808866 1000 NORTH ALAMEDA STREET NO 230 LOS ANGELES CA 90012 SHANE GOLDSMITH CO-CHAIR 0.50 X X 0 0 0 MARSHA BONNER CO-CHAIR 0.50 X X 0 0 0 ADRIENNE WITTENBERG TREASURER 0.50 X X 0 0 0 CONNIE MALLOY SECRETARY 0.50 X X 0 0 0 JAMES ALVA BOARD MEMBER 0.50 X 0 0 0 KIM BELSHE BOARD MEMBER (THRU 12/22) 0.50 X 0 0 0 MICHAEL FLEMING BOARD MEMBER (THRU 12/22) 0.50 X 0 0 0 JEANNE SAKAMOTO BOARD MEMBER 0.50 X 0 0 0 ANGEL ROBERSON DANIELS BOARD MEMBER 0.50 X 0 0 0 JENNIFER PRICE-LETSCHER BOARD MEMBER 0.50 X 0 0 0 SHAWN KRAVICH BOARD MEMBER 0.50 X 0 0 0 GABRIELA ROBLES BOARD MEMBER 0.50 X 0 0 0 RAUL BUSTILLOS BOARD MEMBER 0.50 X 0 0 0 CHRISSIE CASTRO BOARD MEMBER 0.50 X 0 0 0 ALEX JOHNSON MEMBER (AS OF 01/22) 0.50 X 0 0 0 JOANNA JACKSON MEMBER (AS OF 01/22) 0.50 X 0 0 0 SHAHEEN KASSIM-LAKHA MEMBER (AS OF 06/22) 0.50 X 0 0 0 SUMMER MOORE MEMBER (AS OF 06/22) 0.50 X 0 0 0 CHRISTINE ESSEL PRESIDENT & CEO 40.00 X 313809 0 104858 KAREN FREEMAN CHIEF OPERATING OFFICER 40.00 X 185500 0 71786 TULY MARTINEZ SENIOR VP, PROGRAMS & PARTNERSHIPS 40.00 X 142150 0 33813 PHUONG PHAM DIRECTOR, KNOWLEDGE & COMMUNICATIONS 40.00 X 124320 0 36818 AMANDA BYRD VP, MEMB. & SUST. (THRU 09/22) 40.00 X 121446 0 39328 KAMERON GREEN VP, PROF LEARNING & FAMILY PHILANTHROPY 40.00 X 120000 0 29469 ANN ESTEBAN VP, FINANCE 40.00 X 127000 0 21900 1134225 0 337972 7 0 1 0 WATSON CONSULTING 1100 HOPE STREET SOUTH PASADENA CA 91030 DEVELOPMENT OF INTIATIVES 730000 STAR INSIGHTS 1601 VINE STREET 6TH FLOOR LOS ANGELES CA 90028 MANAGEMENT OF PROJECT 707173 GROWTH MARKETING SOLUTIONS LLC 1844 MONTEREY ROAD SOUTH PASADENA CA 91030 MANAGEMENT OF PROJECT 150596 SANDY ESCOBEDO 333 SOUTH GRAND AVE SUITE 3310 LOS ANGELES CA 90071 GRANT MANAGEMENT 129295 OLIVIA CELIS 3977 COLLEGE CREST DRIVE LOS ANGELES CA 90065 DEVELOPMENT OF INTIATIVES 126000 7 1320247 5453284 22310371 29083902 FISCAL AGENT FEE 541200 356436 356436 PROGRAM PARTNER FEE 611430 147295 147295 CONFERENCES/ROUNDTABLE 611430 95791 95791 OTHER PROGRAM REVENUE 611430 6659 6659 606181 84242 84242 144684 18013 126671 126671 126671 29900996 606181 0 210913 888000 888000 675953 347526 234139 94288 2467977 2057774 242468 167735 363972 305260 34374 24338 337144 288576 27326 21242 201157 156902 28162 16093 2304 2304 30415 30415 25670 25670 1586982 1388993 55528 142461 209295 151723 42166 15406 239663 239663 112362 87642 15731 8989 177860 138731 24901 14228 10960 8549 1534 877 59677 46548 8355 4774 FISCAL SPONSORSHIP 9934517 9934517 VPAN DIRECT PROGRAM EXP 4737690 4737690 PHILANTHROPIC MEMBERSHI 873037 801253 45681 26103 22934635 21339684 1058417 536534 11777824 17308954 1637759 1762274 5469637 7482880 1482423 1049439 120529 88698 143411 121950 22748 21461 4818156 4183165 710855 606989 4884 169992 26044815 32673852 3347164 3557269 661166 705299 135285 77000 0 167607 4143615 4507175 X 3599075 3540108 18302125 24626569 21901200 28166677 26044815 32673852 6966361 -700884 0 X 0 1 X 1 0 X 4669047 4634575 6079573 33630646 29083902 78097743 4669047 4634575 6079573 33630646 29083902 78097743 13455636 64642107 120025 141802 77817 59605 84242 483491 839 20466 13282 34587 78615821 2148513 0.82230 0.85190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 710855 -103866 606989 639463 71392 710855 581489 57974 639463 498628 82861 581489 526346 -27718 498628 0.00000 0.82370 0.17630 1 0 125545 104084 21461 17866 17866 0 21461 LONG TERM LEASE LIABILITY 167607 167607 X 29200112 -700884 -700884 29900996 0 29900996 22934635 0 22934635 0 22934635 PART IV, LINE 2B: SCG SERVES AS A 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 ENDOWNMENT. 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: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY SCG AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF SCG HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY SCG, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022 AND 2021 , THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. SCG IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. 1 ACCESS NONPROFIT CENTER 1220 HIGHLAND AVE 752 DUARTE CA 91010 030423358 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT ANTI-RECIDIVISM COALITION 1320 EAST 7TH STREET LOS ANGELES CA 90021 462140915 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT BLU EDUCATIONAL FOUNDATION PO BOX 7042 SAN BERNARDINO CA 92411 593823989 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT COMMUNITY HEALTH ACTION NETWORK 15000 7TH STREET STE 208G VICTORVILLE CA 92394 264255673 501(C)(3) 9000 0 GENERAL OPERATING SUPPORT COMMUNITY REFLECTIONS INC 10020 S WESTERN AVENUE LOS ANGELES CA 90047 300796516 501(C)(3) 9000 0 GENERAL OPERATING SUPPORT CONCERNED CITIZENS COMMUNITY INVOLVEMENT 1655 W MANCHESTER AVENUE LOS ANGELES CA 90047 953662429 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT CURLS COILS & CROWNS 3166 LITTLE MOUNTAIN DRIVE UNIT A SAN BERNARDINO CA 92505 843546411 501(C)(3) 9000 0 GENERAL OPERATING SUPPORT EDUCATIONAL STUDENT TOURS 13101 W WASHINGTON BVLD STE 452 LOS ANGELES CA 90056 954401305 501(C)(3) 9000 0 GENERAL OPERATING SUPPORT GROWURPOTENTIAL 6535 WILSHIRE BLVD STE 130 LOS ANGELES CA 90048 472174480 501(C)(3) 9000 0 GENERAL OPERATING SUPPORT INQUIRING SYSTEMS INC 887 SONOMA AVE 23 SANTA ROSA CA 95404 942524840 501(C)(3) 9000 0 GENERAL OPERATING SUPPORT LOS ANGELES BLACK WORKER CENTER 5350 CRENSHAW BLVD LOS ANGELES CA 90043 863395355 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT LOS ANGELES BROTHERHOOD CRUSADE 200 EAST SLAUSON AVENUE LOS ANGELES CA 90011 952543819 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT MIGHTY LITTLE GIANTS INC 38045 47TH ST EAST STE E145 PALMDALE CA 93552 841949235 501(C)(3) 9000 0 GENERAL OPERATING SUPPORT NEHEMIAH CHARITABLE FUND PO BOX 7711 REDLANDS CA 92373 452587928 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT PROJECT JOY 5022 W AVENUE N10232 PALMDALE CA 93551 472796137 501(C)(3) 9000 0 GENERAL OPERATING SUPPORT SOCIAL GOOD FUND 12651 SAN PABLO AVE 5473 RICHMOND CA 94805 461323531 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT STEM TO THE FUTURE 931 N HIGHLAND AVENUE LOS ANGELES CA 90038 821966013 501(C)(3) 9000 0 GENERAL OPERATING SUPPORT SUPPORT BLACK THEATER 13636 VENTURA BLVD 415 SHERMAN OAKS CA 91423 113451703 501(C)(3) 9000 0 GENERAL OPERATING SUPPORT THE COMMUNITY ACTION LEAGUE 36523 25TH STREET EAST R48 PALMDALE CA 93550 300717212 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT THE EMPOWERTHEM COLLECTIVE PO BOX 702 LANCASTER CA 93548 861846701 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT THE GALLEN & CATHY REEVERS CENTER 4126 S ARLINGTON AVENUE LOS ANGELES CA 90008 954861868 501(C)(3) 9000 0 GENERAL OPERATING SUPPORT THERAPEUTIC PLAY FOUNDATION 530 S LAKE AVENUE STE 236 PASADENA CA 91101 472608294 501(C)(3) 9000 0 GENERAL OPERATING SUPPORT UPMETRICS 201 SPEAR ST SUITE 1100 SAN FRANCISCO CA 94105 461860423 501(C)(3) 40000 0 GENERAL OPERATING SUPPORT VALUE SERIES MINISTRIES INC 3755 HALLDALE AVENUE LOS ANGELES CA 90018 851638861 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT 24 0 PART I, LINE 2: THE ORGANIZATION MAINTAINS CONTRACTS AS NEEDED FOR GRANT FUNDS AWARDED. THE ORGANIZATION REQUIRES A FINAL REPORT ON USE OF FUNDS FROM THE GRANTEES. X X 0 0 0 0 0 0 0 0 0 CHRISTINE ESSEL PRESIDENT & CEO 313809 0 0 0 0 0 50665 0 54193 0 418667 0 0 0 KAREN FREEMAN CHIEF OPERATING OFFICER 185500 0 0 0 0 0 29680 0 42106 0 257286 0 0 0 TULY MARTINEZ SENIOR VP, PROGRAMS & PARTNERSHIPS 142150 0 0 0 0 0 23200 0 10613 0 175963 0 0 0 PHUONG PHAM DIRECTOR, KNOWLEDGE & COMMUNICATIONS 124320 0 0 0 0 0 19891 0 16927 0 161138 0 0 0 AMANDA BYRD VP, MEMB. & SUST. (THRU 09/22) 121446 0 0 0 0 0 19773 0 19555 0 160774 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF 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. IF THE BOARD OR STAFF HAVE REASONABLE CAUSE TO BELIEVE A CONFLICT OF INTEREST HAS NOT BEEN DISCLOSED, THE BOARD MEMBER OR STAFF WILL BE INFORMED OF THE BASIS AND AFFORDED THE OPPORTUNITY TO EXPLAIN THE POSSIBLE FAILURE TO DISCLOSE. IF THE CONFLICT OF INTEREST IS DETERMINED TO BE VALID, APPROPRIATE ACTIONS WILL BE TAKEN. 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. DELIBERATIONS AND DECISIONS ARE MADE IN THE EXECUTIVE SESSION AND DO NOT APPEAR IN THE MINUTES. 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.