2023-11-15T15:46:16-06:00 2022-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-01-01 391709925 SOCIAL CURRENT INC SOCI 2127973000 425 PLANKINTON AVENUE MILWAUKEE WI 53203 JAMES T CARR CFO 2127973000 2023-11-15 1 JAMES CARR XXX-XX-XXXX 0 RICHARD J LOCASTRO CPA P00288314 3019519090 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JODY LEVISON-JOHNSON 425 PLANKINTON AVENUE MILWAUKEE WI 53203 15103997 0 X WWW.SOCIAL-CURRENT.ORG X 1992 DE SEE PART III, LINE 1. 18 18 89 403 0 0 5460701 2746954 782658 9176051 3886800 366751 501391 351391 10631550 12641147 901250 814423 0 0 4008427 7672576 0 0 860526 1935279 5225804 6844956 13712803 3786594 -1071656 9111549 25680067 2536430 11744829 6575119 13935238 X SOCIAL CURRENT'S MISSION AS DEVELOPED AND APPROVED BY ITS BOARD OF DIRECTORS IS TO ADVOCATE FOR AND IMPLEMENT EQUITABLE SOLUTIONS TO SOCIETY'S TOUGHEST CHALLENGES THROUGH COLLABORATION, INNOVATION, POLICY, AND PRACTICE EXCELLENCE. 1 0 4150072 4891543 SOCIAL CURRENT'S MAIN PROGRAM IS COA ACCREDITATION. THE ACCREDITATION PROCESS IS AN INDEPENDENT, OBJECTIVE AND RELIABLE VERIFICATION THAT ORGANIZATIONS AND PROGRAMS QUALIFY FOR THE CONFIDENCE AND SUPPORT OF THEIR STAKEHOLDERS. IT INVOLVES A DETAILED REVIEW AND ANALYSIS OF AN ORGANIZATION'S OR PROGRAM'S ADMINISTRATIVE FUNCTIONS AND SERVICE DELIVERY PRACTICES. ALL ARE MEASURED AGAINST INTERNATIONAL STANDARDS OF BEST PRACTICE. SOCIAL CURRENT ACCREDITED 365 ORGANIZATIONS IN 2022.SOCIAL CURRENT'S COA ACCREDITATION ACCREDITED 266 ORGANIZATIONS UNDER ITS 8TH EDITION STANDARDS, 11 ORGANIZATIONS UNDER ITS PUBLIC STANDARDS AND 88 ORGANIZATIONS UNDER ITS CHILD AND YOUTH DEVELOPMENT PROGRAMS. COA ACCREDITATION CONDUCTED 432 SITE VISITS INCLUDING 305 8TH EDITION REVIEWS, 10 PUBLIC REVIEWS, 115 CHILD AND YOUTH DEVELOPMENT REVIEWS AND 2 MILITARY REVIEWS. IN 2022 COA ACCREDITATION MADE 335 UPDATES TO EXISTING. STANDARD SECTIONS. 2791718 814423 2746954 GRANTS AND DONATIONS ARE USED TO SUPPORT SOCIAL CURRENT'S WORK IN CHILD, FAMILY, AND COMMUNITY WELL-BEING TO TRANSFORM SYSTEMS AND ORGANIZATIONS THAT INTERFACE WITH CHILDREN AND FAMILIES AND ACTIVITIES THAT EQUIP POLICYMAKERS, PRACTITIONERS, AND ADVOCATES WITH THE TOOLS THEY NEED TO FUNDAMENTALLY REFORM CHILD WELFARE TO WORKING TO REDUCE CHILD ABUSE AND NEGLECT FATALITIES. THE FUNDS ALSO SUPPORT EQUITY, DIVERSITY, AND INCLUSION EFFORTS FOCUSED ON BUILDING ORGANIZATIONAL CAPACITY FOR EDI. FUNDS ALSO SUPPORT OUR WORK IN WORKFORCE RESILIENCE AND BRAIN SCIENCE TO ADVANCE UNDERSTANDING OF BRAIN-AWARE PERSPECTIVES AND STAY REGULATED, BUILD PSYCHOLOGICAL SAFETY, PRIORITIZE POSITIVE WORKPLACE CULTURE, AND INCREASE CONNECTION. 1617332 1381542 SPARK AND ENGAGEMENT PACKAGES: SPARK UNITES PRACTICE EXCELLENCE, INNOVATION, AND FEDERAL POLICY ADVOCACY TO ADVANCE OUR SECTOR'S IMPACT AND HELP ALL FAMILIES AND COMMUNTIES THRIVE. THIS IN-PERSON EVENT WILL ELEVATE IMPORTANT CONVERSATIONS AROUND OUR MOST VEXING CHALLENGES AND SHOWCASE INSIGHT AND EXPERTISE FROM THE FIELD. THIS EVENT IS DESIGNED FOR LEADERS WHO ARE FUELED BY A COMMITMENT TO ADVANCE EQUITY AND IMPROVE THE WELL-BEING OF ALL PEOPLE. TOGETHER, WE WILL SHARE INSPIRATION AND PRACTICE TOOLS FOR IMPLEMENTING INNOVATIVE PRACTICE, POLICY, AND RESEARCH. ENGAGEMENT PACKAGES PROVIDE ACCESS TO A HOST OF TOOLS, RESOURCES, LEARNING, AND NETWORKING OPPORTUNITIES INCLUDING SPARK EXCHANGE GROUPS (PEER TO PEER NETWORKING, A KNOWLEDGE, AND INSIGHTS CENTER (LIBRARY AND RESEARCH LIBRARIAN SERVICES), AND A RANGE OF WEBINARS AND SELF-PACED TRAININGS IN AREAS THAT SUPPORT THE IMPLEMENTATION OF BEST PRACTICES. WE ALSO REPRESENT THE POLICY INTERESTS OF THE NETWORK TO FEDERAL AND STATE LEGISLATURES AND EXECUTIVE BRANCHES AND DEPARTMENTS. 785275 152012 CONSULTING AND EDI: SOCIAL CURRENT'S GOAL IS TO MOVE TOWARDS UPSTREAM, INTEGRATED SOLUTIONS THAT PUT EQUITY AND COMMUNITY AT THE CENTER OF OUR WORK AND THE WORK OF OTHER HUMAN AND SOCIAL SERVICES ORGANIZATIONS. SOCIAL CURRENT'S OUTCOMES-FOCUSED LENS AND PARTNERSHIP APPROACH SUPPORTS. ORGANIZATIONS TO BE HIGH IMPACT. THROUGH ITS STRATEGIC CONSULTING SERVICES, SOCIAL CURRENT'S TEAM WORKS TO CREATE CHAMPIONS FOR AN ORGANIZATION'S MISSION IMPACT AND FOR LARGER SYSTEMIC CHANGE. 481775 POLICY: SOCIAL CURRENT BELIEVES OUR COUNTRY THRIVES WHEN EVERYONE CAN REACH THEIR FULL POTENTIAL. WE WORK TOGETHER, WITH OUR FIELD AND SECTOR, TO ADVOCATE AND MOBILIZE AROUND PUBLIC POLICY ISSUES THAT HELP ALL PEOPLE REACH THEIR FULL POTENTIAL. SOCIAL CURRENT'S FEDERAL PUBLIC POLICY AGENDA POWERS OUR POLICY AND ADVOCACY EFFORTS, AS WE WORK TO BUILD AN EQUITABLE SOCIETY WHERE ALL PEOPLE THRIVE. 1267050 152012 9826172 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 1 1 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 51 0 1 89 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X JAMES T CARR 2127973000 425 PLANKINTON AVENUE MILWAUKEE WI 53203 ANNETTE RODRIGUEZ CHAIR 1.00 X X 0 0 0 GARY BLAU VICE-CHAIR 1.00 X X 0 0 0 DEBORA MATTHEWS TREASURER 1.00 X X 0 0 0 NANCY DROESCH SECRETARY 1.00 X X 0 0 0 RALPH BAYARD DIRECTOR 1.00 X 0 0 0 FATHER STEVEN BOES DIRECTOR 1.00 X 0 0 0 ALEXANDRA L CAWTHORNE GAINES DIRECTOR 1.00 X 0 0 0 RICHARD J COHEN DIRECTOR 1.00 X 0 0 0 MELISSA DEVLIN DIRECTOR 1.00 X 0 0 0 ADRIA JOHNSON DIRECTOR 1.00 X 0 0 0 DONALD W LAYDEN JR DIRECTOR 1.00 X 0 0 0 CHARLES MONTORIO-ARCHER DIRECTOR 1.00 X 0 0 0 ARABELLA PEREZ DIRECTOR 1.00 X 0 0 0 EDGAR RAMIREZ DIRECTOR 1.00 X 0 0 0 REUBEN ROTMAN DIRECTOR 1.00 X 0 0 0 MICHELLE SANBORN DIRECTOR 1.00 X 0 0 0 CORTNEY STAPLETON DIRECTOR 1.00 X 0 0 0 TRACY WAREING EVANS DIRECTOR 1.00 X 0 0 0 JODY LEVISON-JOHNSON PRESIDENT AND CEO 40.00 X 287330 0 29715 JAMES CARR CFO 40.00 X 148013 0 27681 LENORE SCHELL SR. VP STRATEGIC BUS. INNOVATION 40.00 X 155676 0 29792 RUBY GOYAL-CARKEEK SVP PROGRAMS AND SERVICES 40.00 X 131100 0 5244 UNDRAYE HOWARD VP EQ., DIV., INCL. & ENGAGE. 40.00 X 121174 0 30472 KAREN JOHNSON SR. DIR. OF CHANGE IN MIND 40.00 X 128226 0 5129 TIMOTHY KOBUSSEN SR. DIR. OF NETWORK GROWTH 40.00 X 115821 0 9124 JOSEPH SEOANE SR. DIR.-NETWORK RETENTION 40.00 X 114997 0 20543 AMY TEMPLEMAN SR DIR., CHILD & FAM. WELL-BEING 40.00 X 166800 0 6672 1369137 0 164372 13 0 1 0 PRESENCE PRODUCT GROUP LLC 28 SOUTH PARK STREET SAN FRANCISCO CA 94107 SALEFORCE MAINT. & UPGRADE SERVICES 235366 CHAN HELLMAN LLC 4925 SOUTH NARCISSUS AVE BROKEN ARROW OK 74011 GRANT TECHNICAL ASSISTANCE 151074 JENNIFER DEVLIN CONSULTING LLC 3336 HEMLOCK DRIVE FALLS CHURCH VA 22042 MARKETING & PUBLIC RELATIONS 111162 3 648843 2098111 2746954 ACCREDITATION FEES 900099 4891341 4891341 SITE VISITS 900099 1754996 1754996 ENGAGEMENT PACKAGES 900099 1234933 1234933 CONSULT. & PROG. SERVICES 900099 664641 664641 REGISTRATION FEES 900099 267361 263361 4000 362779 362779 9176051 403556 403556 270750 0 270750 270750 270750 2426045 2462850 -36805 -36805 -36805 OTHER INCOME 900099 80641 80641 80641 12641147 9172051 0 722142 X 785423 785423 29000 29000 814551 438129 319248 57174 5327608 4119191 732797 475620 203688 157744 27739 18205 832145 638747 119598 73800 494584 368893 82641 43050 2620 2620 123754 123754 52526 52526 985437 926831 49491 9115 171464 120172 1403 49889 108729 18419 86670 3640 105098 52780 51833 485 714772 194539 473275 46958 164342 130090 32998 1254 349049 276302 70084 2663 153024 25512 127512 71400 9600 61800 VOL. TRAVEL & APPREC. 1171434 1165210 6224 EQUIP. MAINT. & RENTAL 356067 54835 299968 1264 MERGER TRANSITION COSTS 251894 203544 48350 ACCOUNT & BUSINESS SVCS 229702 227148 2115 439 214492 87607 98265 28620 13712803 9826172 3026105 860526 1509830 929098 242409 234414 186144 99424 1569490 185400 203432 2483092 1881280 232804 601812 6590088 18192379 259589 3755303 9111549 25680067 1409774 901111 1126656 5628190 0 5215528 2536430 11744829 X 5887122 11788882 687997 2146356 6575119 13935238 9111549 25680067 X -1071656 -1355551 9787326 X X 0 1 X 1 0 X 4174320 3886552 4378543 5460701 2746954 20647070 1287029 1338467 1101620 983259 9172051 13882426 5461349 5225019 5480163 6443960 11919005 34529496 0 0 0 34529496 141976 79981 78693 313751 674306 1288707 141976 79981 78693 313751 674306 1288707 708243 783958 875992 280102 80641 2728936 6311568 6088958 6434848 7037813 12673952 38547139 0.89580 0.58440 0.03340 0.02090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12938 12938 25876 13686927 13712803 835640 208910 0 0 388180 396877 1000000 835640 2620697 3931046 15718 35529 20961 25876 98084 97045 99219 250000 208910 655174 982761 5533 17220 9507 12938 45198 2037893 1906751 -565348 354000 3025296 1845905 8500 183488 2037893 1574327 302917 31339 1845905 1370930 3471 262684 62758 1574327 1490519 -75779 43810 1370930 0.51880 0.37750 0.10370 0 0 116382 34266 82116 1631684 1515730 115954 735026 331284 403742 601812 DEPOSITS 123712 RIGHT-OF-USE ASSETS 3631591 3755303 REFUNDABLE ADVANCES 622599 SUBLEASE LIABILITIES 173820 OPERATING LEASE LIABILITIES 4419109 5215528 X 10504070 -1355551 886920 -468631 10972701 52526 1615920 1668446 12641147 12904108 886920 886920 12017188 52526 1643089 1695615 13712803 PART V, LINE 4: SOCIAL CURRENT MAINTAINS DONOR-RESTRICTED AND BOARD-DESIGNATED ENDOWMENT FUNDS WHOSE PURPOSE IS TO SUPPORT CREATIVE, INNOVATIVE, AND IMAGINATIVE SPECIAL PROJECTS THAT COULD OTHERWISE NOT BE ACCOMPLISHED. PART X, LINE 2: SOCIAL CURRENT DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, FOR THE NINE-MONTH PERIOD ENDED DECEMBER 31, 2022, AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: ALLIANCE FOR STRONG FAMILIES AND COMMUNITIES REVENUE 1,615,920. 1/1/22-3/31/22 PRE-MERGER WITH COUNCIL ON ACCREDITATION FOR CHILDREN AND FAMILY SERVICES, INC. EXCLUDED FROM 9-MONTH AUDIT POST-MERGER BUT INCLUDED IN THE 12-MONTH REPORTING FOR SOCIAL CURRENT AS A WHOLE. PART XII, LINE 4B - OTHER ADJUSTMENTS: ALLIANCE FOR STRONG FAMILIES AND COMMUNITIES EXPENSES 1,643,089. 1/1/22-3/31/22 PRE-MERGER WITH COUNCIL ON ACCREDITATION FOR CHILDREN AND FAMILY SERVICES, INC. EXCLUDED FROM 9-MONTH AUDIT POST-MERGER BUT INCLUDED IN THE 12-MONTH REPORTING FOR SOCIAL CURRENT AS A WHOLE. 1 NORTH AMERICA 0 17 PROGRAM SERVICES SITE VISITS 35066 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES SITE VISITS 3358 EUROPE 0 2 PROGRAM SERVICES SITE VISITS 4548 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES SITE VISITS 3086 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 11000 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 18000 0 21 0 0 0 21 75058 0 75058 NORTH AMERICA GRANT IN SUPPORT OF ARAMARK BUILDING COMMUNITY INITIATIVE 6000 0 SOUTH AMERICA GRANT IN SUPPORT OF ARAMARK BUILDING COMMUNITY INITIATIVE 10000 0 SOUTH AMERICA GRANT IN SUPPORT OF ARAMARK BUILDING COMMUNITY INITIATIVE 8000 0 3 0 1 0 0 0 0 0 PART I, LINE 2: ALL APPLICATIONS RECEIVED ARE REVIEWED TO ENSURE THAT REQUESTING ORGANIZATION IS A REGISTERED CHARITABLE ORGANIZATION IN ITS COUNTRY. AFTER THE ORGANIZATION HAS COMPLETED THE SERVICES THE FUNDS WERE INTENDED TO COVER, THE ORGANIZATION IS REQUIRED TO SUBMIT A REPORT TO THE SOCIAL CURRENT THAT CONFIRMS THAT THE FUNDS WERE USED FOR THE PURPOSE OUTLINED IN THE ORIGINAL APPLICATION. PART III ACCOUNTING METHOD: 1 BUCKNER CHILDREN AND FAMILIES 1014 S HIGH STREET LONGVIEW TX 75602 752571395 501(C)(3) 31600 0 ARAMARK BUILDING COMMUNITY INITIATIVE ASSOCIATION FOR THE ADVANCEMENT OF MEXICAN AMERICANS 6001 GULF FREEWAY BLDG E HOUSTON TX 77023 741696961 501(C)(3) 25000 0 CHANGE IN MIND GRANT STIPEND AUSTIN PUBLIC EDUCATION FOUNDATION 4000 S IH35 FRONTAGE ROAD AUSTIN TX 78704 742654168 501(C)(3) 25000 0 CHANGE IN MIND GRANT STIPEND BASTROP COUNTY CARES 804 PECAN ST BASTROP TX 78602 473250104 501(C)(3) 25000 0 CHANGE IN MIND GRANT STIPEND BOYS AND GIRLS CLUBS OF GREATER HOUSTON 815 CROSBY ST HOUSTON TX 77019 760270942 501(C)(3) 25000 0 CHANGE IN MIND GRANT STIPEND CHILDREN'S MUSEUM OF HOUSTON 1500 BINZ HOUSTON TX 77004 742178563 501(C)(3) 25000 0 CHANGE IN MIND GRANT STIPEND FAMILY SERVICE CENTER OF GALVESTON COUNTY 2200 MARKET STREET SUITE 600 GALVESTON TX 77550 741157849 501(C)(3) 25000 0 CHANGE IN MIND GRANT STIPEND FORT BEND COUNTY 301 JACKSON ST STE 201 RICHMOND TX 77469 746001969 501(C)(3) 25000 0 CHANGE IN MIND GRANT STIPEND NEW HOPE HOUSING INC 1117 TEXAS AVE HOUSTON TX 77002 731419279 501(C)(3) 25000 0 CHANGE IN MIND GRANT STIPEND SANTA MARIA HOSTEL 2605 PARKER ROAD HOUSTON TX 77093 741669131 501(C)(3) 25000 0 CHANGE IN MIND GRANT STIPEND TEXAS CENTER FOR CHILD AND FAMILY STUDIES 409 W 13TH STREET AUSTIN TX 78701 742949902 501(C)(3) 25000 0 CHANGE IN MIND GRANT STIPEND PILLSBURY UNITED COMMUNITIES 2323 11TH AVE S MINNEAPOLIS MN 55404 410916478 501(C)(3) 20000 0 ARAMARK BUILDING COMMUNITY INITIATIVE BRANCHES INC 11500 NW 12 AVE MIAMI FL 331686217 650716969 501(C)(3) 10000 0 ARAMARK BUILDING COMMUNITY INITIATIVE EPISCOPAL COMMUNITY SERVICE 225 S THIRD ST PHILADELPHIA PA 191063910 231352290 501(C)(3) 10000 0 ARAMARK BUILDING COMMUNITY INITIATIVE MARTHA O'BRYAN CENTER 711 S SEVENTH STREET NASHVILLE TN 37206 620477728 501(C)(3) 10000 0 ARAMARK BUILDING COMMUNITY INITIATIVE QUEENS COMMUNITY HOUSE 108-25 62ND DRIVE FOREST HILLS NY 11375 112375583 501(C)(3) 10000 0 ARAMARK BUILDING COMMUNITY INITIATIVE GLADDEN COMMUNITY HOUSE 183 HAWKES AVENUE COLUMBUS OH 43223 314379476 501(C)(3) 8500 0 ARAMARK BUILDING COMMUNITY INITIATIVE RAPHAEL HOUSE OF SAN FRANCISCO INC 1065 SUTTER STREET SAN FRANCISCO CA 94109 943141608 501(C)(3) 8500 0 ARAMARK BUILDING COMMUNITY INITIATIVE UNITED WAY OF SOUTH CENTRAL IDAHO P O BOX 65 TWIN FALLS ID 833030065 820256978 501(C)(3) 8000 0 ARAMARK BUILDING COMMUNITY INITIATIVE CHANDLER CARE CENTER 777 E GALVESTON STREET CHANDLER AZ 85225 815402137 501(C)(3) 7500 0 ARAMARK BUILDING COMMUNITY INITIATIVE JOURNEY TO DREAM FOUNDATION 1960 ARCHER AVE LEWISVILLE TX 75077 201209865 501(C)(3) 7500 0 ARAMARK BUILDING COMMUNITY INITIATIVE SOUTHEAST COMMUNITY CENTER 901 SHELBY ST INDIANAPOLIS IN 46203 351318068 501(C)(3) 7500 0 ARAMARK BUILDING COMMUNITY INITIATIVE TARRANT AREA FOOD BANK 2525 CULLEN ST FORT WORTH TX 76107 751822473 501(C)(3) 7500 0 ARAMARK BUILDING COMMUNITY INITIATIVE BUILDING IMPACT 93 SUMMER ST FLOOR 2 BOSTON MA 02110 300212115 501(C)(3) 7000 0 ARAMARK BUILDING COMMUNITY INITIATIVE MISSION WACO MISSION WORLD 1315 N 15TH ST WACO TX 76707 742605621 501(C)(3) 7000 0 ARAMARK BUILDING COMMUNITY INITIATIVE THE HOPE CENTER 360 W LOUDON AVE LEXINGTON KY 40508 611107296 501(C)(3) 7000 0 ARAMARK BUILDING COMMUNITY INITIATIVE HABITAT FOR HUMANITY OF GLASGOW BARREN COUNTY P O BOX 186 GLASGOW KY 42514 611243113 501(C)(3) 6500 0 ARAMARK BUILDING COMMUNITY INITIATIVE GIFTING GRACE PROJECT INC 347 VICTORIA LIGHTS LANE BROUSSARD LA 70518 862431236 501(C)(3) 6000 0 ARAMARK BUILDING COMMUNITY INITIATIVE NEIGHBORHOOD HOUSE 7780 SW CAPITOL HWY PORTLAND OR 97219 930386875 501(C)(3) 6000 0 ARAMARK BUILDING COMMUNITY INITIATIVE STUDENTSCARE 10840 SW 113 PLACE MIAMI FL 33176 463644602 501(C)(3) 6000 0 ARAMARK BUILDING COMMUNITY INITIATIVE TEXAS HEALTH RESOURCES 612 E LAMAR BLVD ARLINGTON TX 76011 752702388 501(C)(3) 6000 0 ARAMARK BUILDING COMMUNITY INITIATIVE VOICES OF STEPHENSON COUNTY 1401 CRESSTWOOD DRIVE FREEPORT IL 61032 362171178 501(C)(3) 6000 0 ARAMARK BUILDING COMMUNITY INITIATIVE YMCA OF ROME AND FLOYD COUNTY 810 EAST 2ND AVE ROME GA 30161 580814549 501(C)(3) 6000 0 ARAMARK BUILDING COMMUNITY INITIATIVE SOUTHWEST IMPROVEMENT COUNCI 1000 SOUTH LOWELL BLVD DENVER CO 80219 742510477 501(C)(3) 5540 0 ARAMARK BUILDING COMMUNITY INITIATIVE LOVEPACS 6710 VIRGINIA PKY 215 PMB 325 MCKINNEY TX 75071 460765090 501(C)(3) 5500 0 ARAMARK BUILDING COMMUNITY INITIATIVE 35 0 PART I, LINE 2: SELECTION PROCESS TO IDENTIFY WHICH AGENCIES WILL BE AWARDED FUNDS, SOCIAL CURRENT SENDS OUT A CALL FOR REVIEWERS. ALL PROPOSALS ARE REVIEWED THROUGH A BLIND PANEL REVIEW, MADE UP OF STAFF FROM SOCIAL CURRENT NETWORK ORGANIZATIONS, THE GRANT ADVISORY COMMITTEES, AND LOCAL AND NATIONAL PARTNERS. ORGANIZATIONS THAT APPLY FOR A GRANT ARE NOT ELIGIBLE TO BE A REVIEWER DURING THE PARTICULAR RFP PROCESS IN WHICH THEY SUBMITTED AN APPLICATION. GRANTEE AGENCY MONITORING PROCESS WITHIN EACH PROPOSAL, APPLICANTS ARE REQUIRED TO PROVIDE INFORMATION ABOUT EXPECTED IMPACT AND LIST EXPECTED SHORT AND LONGTERM GOALS. SOCIAL CURRENT RECEIVES PERIODIC REPORTS ON THE PROGRESS OF EACH GRANTEE TOWARD THEIR STATED GOALS, ALONG WITH FINANCIAL REPORTS SHOWING BUDGET AND ACTUAL RESULTS. X X X X 0 0 0 0 0 0 0 1 0 JODY LEVISON-JOHNSON PRESIDENT AND CEO 287330 0 0 0 0 0 11493 0 18222 0 317045 0 0 0 LENORE SCHELL SR. VP STRATEGIC BUS. INNOVATION 144619 0 11057 0 0 0 6227 0 23565 0 185468 0 0 0 JAMES CARR CFO 137222 0 10791 0 0 0 5921 0 21760 0 175694 0 0 0 AMY TEMPLEMAN SR DIR., CHILD & FAM. WELL-BEING 164800 0 0 0 2000 0 6672 0 0 0 173472 0 0 0 UNDRAYE HOWARD VP EQ., DIV., INCL. & ENGAGE. 115951 0 5223 0 0 0 4847 0 25625 0 151646 0 0 0 PART I, LINE 7 THE FOLLOWING EMPLOYEES RECEIVED BONUSES IN 2022: JAMES CARR $10,791 LENORE SCHELL $11,057 RUBY GOYAL-CARKEEK $4,800 UNDRAYE HOWARD $5,223 KAREN JOHNSON $8,113 TIMOTHY KOBUSSEN $5,960 JOSEPH SEOANE $4,058 FORM 990, PART III, LINE 1 SOCIAL CURRENT IS A NATIONAL NONPROFIT WHOSE MISSION IS TO ADVOCATE FOR AND IMPLEMENT EQUITABLE SOLUTIONS TO SOCIETY'S TOUGHEST CHALLENGES THROUGH COLLABORATION, INNOVATION, POLICY, AND PRACTICE EXCELLENCE. SOCIAL CURRENT IS THE PREMIER PARTNER AND SERVICE PROVIDER TO A DIVERSE NETWORK OF OVER 1800 HUMAN AND SOCIAL SERVICE ORGANIZATIONS ACROSS THE US AND OFFERS AN ARRAY OF SERVICES AND SUPPORTS TO ADVANCE THE QUALITY AND EFFECTIVENESS OF THESE ORGANIZATIONS. FOUNDATIONAL TO OUR WORK IS THE BELIEF THAT A STRONG SOCIAL SECTOR IS A STRONG CONTRIBUTOR TO STRONG COMMUNITIES. TO BUILD A STRONG SECTOR, WE PROVIDE PROFESSIONAL SERVICES TO ORGANIZATIONS AND JUST AS IMPORTANTLY FOSTER, CREATE, AND CURATE CONNECTIONS ACROSS OUR NETWORK TO ENSURE THE RIGHT TYPES OF SUPPORT ARE AVAILABLE FOR SUCCESSFUL UPTAKE AND SUSTAINABILITY. THAT CONNECTION, TO LIKE-MINDED ORGANIZATIONS WEATHERING SIMILAR CHALLENGES AND EMBARKING ON SIMILAR QUALITY EFFORTS, DISTINGUISHES SOCIAL CURRENT FROM OTHERS IN THE MARKETPLACE. SOCIAL CURRENT LEVERAGES BOTH OUR EXPERTISE, RESEARCH, AND FIELD EXPERIENCE FROM OUR NETWORK TO INFORM OUR SERVICES WHICH ARE FOCUSED IN THE FOLLOWING AREAS: COA ACCREDITATION; CHILD, FAMILY, AND COMMUNITY WELL-BEING; EQUITY, DIVERSITY, AND INCLUSION; LEADERSHIP AND ORGANIZATIONAL EXCELLENCE; WORKFORCE RESILIENCE, BRAIN SCIENCE, AND TRAUMA-INFORMED APPROACHES; AND POLICY AND EDUCATIONAL ADVOCACY. FORM 990, PART III, LINE 2 THROUGH THE MERGER OF ALLIANCE FOR STRONG FAMILIES AND COMMUNITIES, INC. AND COUNCIL ON ACCREDITATION FOR CHILDREN AND FAMILY SERVICES, INC., THE SURVIVING ENTITY, SOCIAL CURRENT, INC. UNDERTOOK THE COA ACCREDITATION PROGRAM. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION UPDATED ITS GOVERNING DOCUMENTS IN 2022 TO REPORT THE MERGER OF ALLIANCE FOR STRONG FAMILIES AND COMMUNITIES, INC. AND COUNCIL ON ACCREDITATION FOR CHILDREN AND FAMILY SERVICES, INC. TO FORM SOCIAL CURRENT, INC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED ELECTRONICALLY TO THE FINANCE COMMITTEE FOR REVIEW. UPON COMPLETION OF THE REVIEW A FINAL DRAFT IS DISTRIBUTED ELECTRONICALLY TO ALL MEMBERS OF THE BOARD. THERE IS THEN AN APPROXIMATELY ONE WEEK PERIOD FOR EACH BOARD MEMBER TO REVIEW THE FORM 990. UPON COMPLETION OF THEIR REVIEW EACH BOARD MEMBER ELECTRONICALLY SUBMITS THEIR APPROVAL OF THE FORM 990 AND MINUTES CAPTURING THE VOTE ARE RECORDED. IT IS THEN FILED WITH THE IRS FOLLOWING BOARD APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD AND EXECUTIVE STAFF MEMBERS ARE ANNUALLY REQUIRED TO EXECUTE AN ACKNOWLEDGEMENT ATTESTING THAT THEY HAVE READ, UNDERSTOOD AND AGREE TO COMPLY WITH THE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST POLICY. ANYONE BELIEVING THAT A CONFLICT-OF-INTEREST MAY EXIST MUST DISCLOSE THE POTENTIAL CONFLICT ORALLY OR IN WRITING TO THE BOARD MEMBERS OR BOARD COMMITTEE CONSIDERING A POTENTIAL TRANSACTION TO WHICH THE CONFLICT RELATES. FOLLOWING A PERIOD OF QUESTIONS FROM THE BOARD OR BOARD COMMITTEE, THE INTERESTED PERSON MUST LEAVE THE ROOM AND NOT PARTICIPATE IN DISCUSSIONS OR VOTING RELATED TO THE POTENTIAL CONFLICT. BY MAJORITY VOTE, THE BOARD OR BOARD COMMITTEE WILL DETERMINE IF A CONFLICT EXISTS, AND WHETHER TO ENTER INTO THE PROPOSED TRANSACTION. A DISINTERESTED PERSON OR COMMITTEE MAY BE APPOINTED BY THE BOARD CHAIR TO INVESTIGATE ALTERNATIVES TO A PROPOSED TRANSACTION IF THE BOARD DEEMS THIS NECESSARY. THE MINUTES OF THE BOARD OR BOARD COMMITTEE WILL DOCUMENT THAT THE CONFLICT WAS DISCLOSED, THE VOTING RECORD REGARDING THE CONFLICT, AND THE DECISION MADE REGARDING THE TRANSACTION. IF THE BOARD HAS REASON TO BELIEVE THAT A CONFLICT WAS NOT DISCLOSED, THE INTERESTED PARTY WILL BE GIVEN AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO REPORT A POTENTIAL CONFLICT OF INTEREST. FOLLOWING A FORMAL BOARD HEARING, INVESTIGATION AND VOTE, THE BOARD DETERMINES THAT A FAILURE TO DISCLOSE A CONFLICT OF INTEREST EXISTED, THE BOARD WILL TAKE NECESSARY CORRECTIVE ACTION AGAINST THE INTERESTED PARTY INCLUDING REMOVAL FROM THE COMMITTEE OR FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DECISIONS RELATED TO THE PRESIDENT & CEO ARE REVIEWED BY THE BOARD CHAIR, EXECUTIVE COMMITTEE, AND FULL BOARD. THE EXECUTIVE COMMITTEE TAKES INTO CONSIDERATION PERFORMANCE MANAGEMENT AND COMPETITIVE COMPENSATION DATA INCLUDING A COMPENSATION STUDY THAT BEGAN IN 2021 AND WAS COMPLETED IN 2022 AND WAS CONDUCTED BY AN INDEPENDENT HUMAN RESOURCE CONSULTING FIRM. THE EXECUTIVE COMMITTEE MAKES RECOMMENDATIONS TO THE ENTIRE BOARD REGARDING THE PRESIDENT & CEO'S COMPENSATION. RECOMMENDATIONS FOR THE PRESIDENT & CEO COMPENSATION ARE SUBJECT TO THE REVIEW/APPROVAL OF THE SOCIAL CURRENT BOARD OF DIRECTORS AND ARE COMMUNICATED TO THE SOCIAL CURRENT PEOPLE OPERATIONS (HUMAN RESOURCES) DEPARTMENT IN WRITING. THE PRESIDENT & CEO DETERMINES THE COMPENSATION FOR OTHER SOCIAL CURRENT STAFF, ALONG WITH RECOMMENDATIONS FROM THE EXECUTIVE LEADERSHIP TEAM. COMPENSATION DECISIONS FOR OTHER STAFF ARE MADE FACTORING IN ANNUAL PERFORMANCE MANAGEMENT AND COMPETITIVE COMPENSATION DATA. SOCIAL CURRENT HAS IMPLEMENTED A COMPENSATION PLAN TO FACILITATE ITS ABILITY TO ATTRACT, RETAIN, AND REWARD STAFF. THIS PROGRAM UTILIZES ANNUAL PERFORMANCE MANAGEMENT, PERIODIC EXTERNAL MARKET COMPARABILITY REVIEWS, AND SALARY ADMINISTRATION GUIDELINES. THE LAST COMPENSATION REVIEW TOOK PLACE IN JUNE 2022. FORM 990, PART VI, SECTION C, LINE 19 SOCIAL CURRENT MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, FORM 990, FORM 1023, AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 648 N PLANKINTON AVE., SUITE 425, MILWAUKEE, WI 53203 OR BY CALLING THE ORGANIZATION DIRECTLY AT 212-797-3000. FORM 990, PART V, LINE 2A AND PART IX, LINES 5-10: SOCIAL CURRENT HAS AN AGREEMENT IN PLACE WITH A PROFESSIONAL EMPLOYER ORGANIZATION TO PERFORM ITS PAYROLL FUNCTIONS, AND THEREFORE DOES NOT DIRECTLY ISSUE W-2S. ALL EMPLOYEES OF THE PROFESSIONAL EMPLOYER ORGANIZATION ARE COMMON LAW EMPLOYEES OF THE FILING ORGANIZATION AND THE WAGES, TAXES AND BENEFITS ARE REPORTED AS SUCH ON FORM 990, PARTS VII AND IX. FORM 990, PART XI, LINE 9: COUNCIL ON ACCREDITATION FOR CHILDREN AND FAMILY SERVICES 9,233,406. TRANSFER OF NET ASSETS - MERGER ALLIANCE FOR STRONG FAMILIES AUDIT ADJUSTMENTS TO BEGINNING BALANCE 553,920. FORM 990, PART XII, LINE 2C: THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITOR IS CONDUCTED BY THE FINANCE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. THIS PROCESS HAS NOT CHANGED FROM THE PROCESS FOLLOWED IN THE PRIOR YEAR.