2024-02-13T18:12:12-06:00 2023-03-31 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-04-01 950490250 AMERICAN CIVIL LIBERTIES UNION OF SOUTHERN CALIFORNIA AMER 2139779500 1313 WEST EIGHTH STREET LOS ANGELES CA 90017 JULIE WEINSTEIN INTERIM EXECUTIVE DIRECTOR 2139779500 2024-02-13 1 JULIE WEINSTEIN 999009999 0 KATY BROWN P00650274 9257902600 2024-02-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JULIE WEINSTEIN 1313 WEST EIGHTH STREET LOS ANGELES CA 90017 4863021 0 X WWW.ACLUSOCAL.ORG X 1946 CA SEE SCHEDULE O FOR DETAILSTHE ORGANIZATION DEFENDS THE CIVIL LIBERTIES ENSHRINED IN THE U.S. CONSTITUTION AND THE BILL OF RIGHTS THROUGH POLICY ADVOCACY, MEDIA ADVOCACY, AND ORGANIZING. IT FIGHTS TO SECURE AND PROTECT THE CIVIL RIGHTS OF ALL PEOPLE - INCLUDING WOMEN, YOUTH, PEOPLE OF COLOR, LESBIAN, GAY, BISEXUAL, AND TRANSGENDER PEOPLE, IMMIGRANTS AND REFUGEES, MEMBERS OF MINORITY RELIGIONS, DISABLED PEOPLE, PEOPLE EXPERIENCING POVERTY OR HOUSELESSNESS, AND PEOPLE WHO ARE INCARCERATED. 45 45 0 174 0 0 5721006 4413398 0 0 24002 -39815 -143566 255064 5601442 4628647 0 0 0 0 2382306 2601646 74955 97279 265554 1782921 2039665 4240182 4738590 1361260 -109943 9796512 9669998 351059 354276 9445453 9315722 X SEE SCHEDULE O FOR DETAILSSEE FORM 990, PART I, LINE 1 0 0 2371015 THE ORGANIZATION PROVIDED PUBLIC POLICY RESEARCH AND ADVOCACY, AS WELL AS PUBLIC EDUCATION AND TECHNICAL GUIDANCE ON ISSUES PERTAINING TO CIVIL LIBERTIES AND CIVIL RIGHTS. AMONG OTHER THINGS, WE WERE ABLE TO ADVOCATE SUCCESSFULLY TO ELIMINATE K-12 SCHOOL DISCIPLINE POLICIES THAT PUSH STUDENTS OUT OF SCHOOL, LIMIT FACIAL RECOGNITION THROUGH THE LEGISLATURE, CONVINCE THE LOS ANGELES BOARD OF SUPERVISORS TO ELIMINATE COUNTY-LEVEL VEHICLE CODE SECTIONS PERTAINING TO BICYCLE STOPS; REQUIRE DISTRICT ATTORNEYS TO COLLECT AND REPORT DATA ABOUT THEIR CASES; EXPAND THE CALIFORNIA RACIAL JUSTICE ACT TO APPLY TO PEOPLE PREVIOUSLY IMPACTED BY UNFAIR CONVICTIONS AND SENTENCES; AND PROTECT THE SAFETY AND RIGHTS OF K-12 TRANSGENDER STUDENTS. 793246 ACLU OF SOUTHERN CALIFORNIA'S SHARE OF EXPENSES FOR LEGISLATIVE ACTIVITIES PERFORMED BY ACLU CALIFORNIA ACTION. 218165 ACLU OF SOUTHERN CALIFORNIA HAS AN AGREEMENT WITH THE NATIONAL OFFICE WHEREBY CERTAIN REVENUES ARE SHARED ACCORDING TO A SET FORMULA. REVENUES SUBJECT TO THIS AGREEMENT INCLUDE RECEIVED MEMBERSHIP RENEWALS, SPECIAL APPEALS, AND BEQUESTS. 3382426 0 1 0 1 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 1 1 0 0 0 X 45 45 1 0 1 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 1 0 CA X PREETI P KULKARNI 2139779500 1313 WEST EIGHTH STREET LOS ANGELES CA 90017 RANA SHARIF PRESIDENT 3.00 X X 0 0 0 CARLOS AMADOR VICE PRESIDENT 2.00 X X 0 0 0 KARRIANN HINDS SECRETARY 2.00 X X 0 0 0 CONNIE PARKER TREASURER 2.00 X X 0 0 0 KAZ MATAMURA AFFIRMATIVE ACTION OFFICER 2.00 X X 0 0 0 JULIE MORALES NATIONAL BOARD REP 2.00 X X 0 0 0 JULIE ALLEY DIRECTOR 1.00 X 0 0 0 GLORIA BECKY ALVAREZ SALAZARA PREZ DIRECTOR (LEFT 12/22) 1.00 X 0 0 0 JODY ARMOUR DIRECTOR 1.00 X 0 0 0 REBECCA ARVIZU DIRECTOR (LEFT 12/22) 1.00 X 0 0 0 JONATHAN BIBRIESCA DIRECTOR 1.00 X 0 0 0 MARIA CASEY DIRECTOR (LEFT 12/22) 1.00 X 0 0 0 ROBERT CORSINI DIRECTOR 1.00 X 0 0 0 EMILY DA SILVA DIRECTOR 2.00 X 0 0 0 VINCENT DE STEFANO DIRECTOR 2.00 X 0 0 0 JOHN ERICKSON DIRECTOR 1.00 X 0 0 0 AMY FRIEDMAN DIRECTOR 1.00 X 0 0 0 MARY ELLEN GALE DIRECTOR 1.00 X 0 0 0 CANDICE GARRETT DIRECTOR 1.00 X 0 0 0 DENISSE GASTELUM DIRECTOR 1.00 X 0 0 0 JOSHUA GILLINS DIRECTOR 1.00 X 0 0 0 DAX GOLDSTEIN DIRECTOR 2.00 X 0 0 0 MICHELE GOODWIN DIRECTOR 3.00 X 0 0 0 NANCY GREENSTEIN DIRECTOR 1.00 X 0 0 0 ELLEN GREENSTONE DIRECTOR 1.00 X 0 0 0 ISABELLE GUNNING DIRECTOR 1.00 X 0 0 0 RITA HENRY DIRECTOR 2.00 X 0 0 0 RON KAGAN DIRECTOR 1.00 X 0 0 0 RENA KAREFA-JOHNSON DIRECTOR 1.00 X 0 0 0 ZUADE KAUFMAN DIRECTOR 1.00 X 0 0 0 MICHAEL S KLEIN DIRECTOR 1.00 X 0 0 0 ZELLA KNIGHT DIRECTOR 1.00 X 0 0 0 SHARON KYLE DIRECTOR 2.00 X 0 0 0 JIM LAFFERTY DIRECTOR 1.00 X 0 0 0 GREGORY MANN DIRECTOR 1.00 X 0 0 0 YVONNE MEDRANO DIRECTOR 1.00 X 0 0 0 MICHAEL MILAN DIRECTOR 1.00 X 0 0 0 DOUGLAS E MIRELL DIRECTOR 1.00 X 0 0 0 WENDY MITCHELL DIRECTOR 1.00 X 0 0 0 MALEK MOAZZAM-DOULAT DIRECTOR 2.00 X 0 0 0 JIM NASELLA DIRECTOR 1.00 X 0 0 0 R SAMUEL PAZ DIRECTOR (LEFT 12/22) 1.00 X 0 0 0 DAMIEN PETTY DIRECTOR 1.00 X 0 0 0 DICK PRICE DIRECTOR 1.00 X 0 0 0 STEPHEN F ROHDE DIRECTOR 1.00 X 0 0 0 MARISSA ROY DIRECTOR 1.00 X 0 0 0 NAT SEGALOFF DIRECTOR (LEFT 12/22) 1.00 X 0 0 0 TAIYYEBA SKOMRA DIRECTOR (LEFT 12/22) 1.00 X 0 0 0 CONNIE TCHENG DIRECTOR 2.00 X 0 0 0 FERMIN VASQUEZ DIRECTOR (LEFT 12/22) 1.00 X 0 0 0 TANIA VERAFIELD DIRECTOR 1.00 X 0 0 0 GARY WILLIAMS DIRECTOR 1.00 X 0 0 0 HECTOR VILLAGRA EXECUTIVE DIRECTOR 21.00 X 85870 0 36200 JULIE WEINSTEIN CHIEF DEVELOPMENT OFFICER 6.00 X 20319 0 3494 PREETI KULKARNI CHIEF FINANCIAL OFFICER 18.00 X 59450 0 4141 MARCUS BENIGNO CHIEF COMM AND MKTING OFFICER 18.00 X 57910 0 5362 DEBORAH ROBERSON CHIEF HUMAN RESOURCES OFFICER 18.00 X 59953 0 3487 ELVIA MEZA DIR OF ACTIVIST ENGAGEMENT/DEV 33.75 X 101698 0 53164 CLARISSA WOO DIRECTOR OF ECONOMIC JUSTICE/DEPUTY DIRECTOR OF AD 33.75 X 108988 0 54660 494188 0 160508 2 0 1 0 0 3748145 11283 653970 9801 4413398 59089 59089 8183 107087 -98904 -98904 -98904 382374 11283 127287 255087 255087 MISC INCOME 900999 -23 -23 -23 4628647 0 0 215249 364383 116136 197750 50497 1636085 1143633 423654 68798 186473 131856 54015 602 266342 185431 74172 6739 148363 96409 43203 8751 37473 21648 15825 19539 19539 939348 939348 97279 97279 7812 7812 233389 149702 72623 11064 25515 18991 3286 3238 81207 36748 36942 7517 38132 19681 17703 748 195571 144017 43009 8545 18803 17907 563 333 22512 14972 7081 459 218165 218165 80068 5919 73299 850 OTHER PROGRAM EXPENSES 122131 121863 134 134 4738590 3382426 1090610 265554 4226 1686476 3925400 2428699 29785 58364 4 973 80439 98216 3310047 3240316 30370 30370 2416241 2126584 9796512 9669998 351059 354276 351059 354276 X 7552967 7832480 1892486 1483242 9445453 9315722 9796512 9669998 -109943 -19788 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 67620 -5382 2296 59942 67968 2596 2944 67620 50125 19833 1990 67968 58281 -5407 2749 50125 58801 2373 2893 58281 0.00000 1.00000 0.00000 0 0 0 DUE FROM NATIONAL OFFICE 962153 DUE FROM ACLU FOUNDATION OF SOUTHERN CALIFORNIA 1164431 2126584 X 4511644 -19788 1475 -218165 -236478 4748122 7812 -127287 -119475 4628647 4641375 1475 127287 128762 4512613 7812 218165 225977 4738590 PART V, LINE 4: THE UNION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART X, LINE 2: THE UNION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(4) OF THE U.S. INTERNAL REVENUE CODE AND IS SUBJECT TO TAXES ON UNRELATED BUSINESS INCOME. THE UNION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THE UNION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE TAX POSITIONS TAKEN AND, AS SUCH DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT RESULT IN A MATERIAL IMPACT ON THE UNION'S FINANCIAL POSITION OR STATEMENT OF ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: PAYMENTS TO AFFILIATES -218,165. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -127,287. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 127,287. PART XII, LINE 4B - OTHER ADJUSTMENTS: PAYMENT TO AFFILIATES 218,165. X X X X X X 1 CHARITYBUZZ 437 FIFTH AVENUE 11TH FLOOR NEW YORK NY 10016 SITE/PROMOTION AND MARKETING 1 422920 97279 325641 422920 97279 325641 CA AUCTION 379097 379097 112082 BILL OF RIGHTS DINNER 14513 11283 3230 15203 1 47 47 2 393657 11283 382374 127287 127287 255087 X X 0 0 0 0 0 0 0 0 0 CLARISSA WOO DIRECTOR OF ECONOMIC JUSTICE/DEPUTY 108988 0 0 0 0 0 34374 0 20286 0 163648 0 0 0 ELVIA MEZA DIR OF ACTIVIST ENGAGEMENT/DEV 101698 0 0 0 0 0 30593 0 22571 0 154862 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS SHARON KYLE AND DICK PRICE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 1. 5-18-22 BOARD APPPROVED BOARD CONDUCT POLICY 2. CBA WAS RATIFED IN SEPTEMBER 3. RESOLUTION TO GIVE AUTHORITY TO BIND AND EXECUTE DOCUMENTS TO JULIE WEINSTEIN, PREETI KULKARNI, MELISSA GOODMAN, MARCUS BENIGNO, AND DEBORAH ROBERSON. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT CONTEMPORANEOUSLY DOCUMENT THE MEETINGS HELD BY EACH COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. EACH MEETING IS DOCUMENTED BY A MEMORANDUM PREPARED BY MEMBERS ATTENDING THE MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE SENIOR ACCOUNTANTS CONDUCT THE INITIAL REVIEW OF THE FORM 990. THE CHIEF FINANCIAL OFFICER WILL REVIEW IN FURTHER DETAIL. THE EXECUTIVE DIRECTOR WILL REVIEW BEFORE SIGNING. THE FORM 990 IS AVAILABLE TO THE BOARD MEMBERS VIA A SECURED WEBSITE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL BOARD MEMBERS AND STAFF MEMBERS. WHEN A BOARD MEMBER DISCLOSES AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, A DESIGNATED BOARD COMMITTEE REVIEWS WHETHER ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST EXIST. IF CONFLICTS OF INTEREST EXIST, MEMBERS ARE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN ANY MATTER IN WHICH THEY MAY HAVE SUCH CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR, CHIEF HUMAN RESOURCE OFFICER, AND EACH DEPARTMENT'S DIRECTOR DETERMINE THE HIRING OR TERMINATION OF EMPLOYEES. TITLE, COMPENSATION, AND/OR BENEFITS CHANGES ARE REVIEWED AND DETERMINED BY THE EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, AND CHIEF HUMAN RESOURCE ANNUALLY. THE BOARD REVIEWS THE COMPENSATION AND BENEFITS OF THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD'S AUDIT COMMITTEE IS TASKED WITH SELECTION AND OVERSIGHT OF THE INDEPENDENT AUDIT.