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← SOUTHERN CALIFORNIA GRANTMAKERS

Form 990 for tax year 2022

Filed by SOUTHERN CALIFORNIA GRANTMAKERS.

Totals

Total revenue
$29,900,996
Total expenses
$22,934,635
Contributions and grants received
$29,083,902
Grants paid
$888,000
Program service revenue
$606,181
Investment income
$210,913
Other revenue
$0
Total assets, end of year
$32,673,852
Total liabilities, end of year
$4,507,175
Net assets or fund balances, end of year
$28,166,677
Program services expenses (Part IX)
$21,339,684
Management and general expenses
$1,058,417
Fundraising expenses
$536,534
Program service expenses (Part III)
$21,339,684

Program services were 93.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $1,320,247

  • 1e · Government grants (contributions)

    $5,453,284

  • 1f · All other contributions, gifts and grants

    $22,310,371

  • 2a · Program service revenue: FISCAL AGENT FEE

    total $356,436 · related or exempt $356,436

  • 2b · Program service revenue: PROGRAM PARTNER FEE

    total $147,295 · related or exempt $147,295

  • 2c · Program service revenue: CONFERENCES/ROUNDTABLE

    total $95,791 · related or exempt $95,791

  • 2d · Program service revenue: OTHER PROGRAM REVENUE

    total $6,659 · related or exempt $6,659

  • 3 · Investment income

    total $84,242 · excluded $84,242

  • 7a · Gross sales of assets other than inventory

    securities $144,684

  • 7b · Less cost or other basis and sales expenses

    securities $18,013

  • 7c · Gain or loss

    securities $126,671

  • 7d · Net gain or loss

    total $126,671 · excluded $126,671

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $888,000 · program services $888,000

  • 5 · Compensation of officers, directors and key employees

    total $675,953 · program services $347,526 · management and general $234,139 · fundraising $94,288

  • 7 · Other salaries and wages

    total $2,467,977 · program services $2,057,774 · management and general $242,468 · fundraising $167,735

  • 8 · Pension plan contributions

    total $363,972 · program services $305,260 · management and general $34,374 · fundraising $24,338

  • 9 · Other employee benefits

    total $337,144 · program services $288,576 · management and general $27,326 · fundraising $21,242

  • 10 · Payroll taxes

    total $201,157 · program services $156,902 · management and general $28,162 · fundraising $16,093

  • 11b · Fees: legal

    total $2,304 · management and general $2,304

  • 11c · Fees: accounting

    total $30,415 · management and general $30,415

  • 11f · Fees: investment management

    total $25,670 · management and general $25,670

  • 11g · Fees: other

    total $1,586,982 · program services $1,388,993 · management and general $55,528 · fundraising $142,461

  • 13 · Office expenses

    total $209,295 · program services $151,723 · management and general $42,166 · fundraising $15,406

  • 14 · Information technology

    total $239,663 · management and general $239,663

  • 16 · Occupancy

    total $112,362 · program services $87,642 · management and general $15,731 · fundraising $8,989

  • 19 · Conferences, conventions and meetings

    total $177,860 · program services $138,731 · management and general $24,901 · fundraising $14,228

  • 22 · Depreciation, depletion and amortization

    total $10,960 · program services $8,549 · management and general $1,534 · fundraising $877

  • 23 · Insurance

    total $59,677 · program services $46,548 · management and general $8,355 · fundraising $4,774

  • 24a · Other expenses: FISCAL SPONSORSHIP

    total $9,934,517 · program services $9,934,517

  • 24b · Other expenses: VPAN DIRECT PROGRAM EXP

    total $4,737,690 · program services $4,737,690

  • 24c · Other expenses: PHILANTHROPIC MEMBERSHI

    total $873,037 · program services $801,253 · management and general $45,681 · fundraising $26,103

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $11,777,824 · end of year $17,308,954

  • 2 · Savings and temporary cash investments

    beginning of year $1,637,759 · end of year $1,762,274

  • 3 · Pledges and grants receivable

    beginning of year $5,469,637 · end of year $7,482,880

  • 4 · Accounts receivable

    beginning of year $1,482,423 · end of year $1,049,439

  • 9 · Prepaid expenses and deferred charges

    beginning of year $120,529 · end of year $88,698

  • 10a · Land, buildings and equipment: cost or other basis

    $143,411

  • 10b · Land, buildings and equipment: accumulated depreciation

    $121,950

  • 10c · Land, buildings and equipment, net

    beginning of year $22,748 · end of year $21,461

  • 11 · Investments: publicly traded securities

    beginning of year $4,818,156 · end of year $4,183,165

  • 12 · Investments: other securities

    beginning of year $710,855 · end of year $606,989

  • 15 · Other assets

    beginning of year $4,884 · end of year $169,992

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,347,164 · end of year $3,557,269

  • 19 · Deferred revenue

    beginning of year $661,166 · end of year $705,299

  • 21 · Escrow or custodial account liability

    beginning of year $135,285 · end of year $77,000

  • 25 · Other liabilities

    beginning of year $0 · end of year $167,607

  • 27 · Net assets without donor restrictions

    beginning of year $3,599,075 · end of year $3,540,108

  • 28 · Net assets with donor restrictions

    beginning of year $18,302,125 · end of year $24,626,569

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

SUPPORT AND ADVANCE EFFECTIVE, RESPONSIBLE GRANTMAKING FOR THE PUBLIC GOOD IN SOUTHERN CALIFORNIA.

  • 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.

    Expenses $21,339,684 · Grants $888,000 · Revenue $510,390

  • CONFERENCES: COMPREHENSIVE, FOCUSED CONVENINGS TO INCREASE THE EFFECTIVENESS OF PHILANTHROPIC ORGANIZATIONS AND PROVIDE SPECIFIC ISSUE AREA TRENDS AND BEST PRACTICES.

    Revenue $95,791

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SHANE GOLDSMITH

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • MARSHA BONNER

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • ADRIENNE WITTENBERG

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • CONNIE MALLOY

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • JAMES ALVA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KIM BELSHE

    BOARD MEMBER (THRU 12/22)

    Total calculated
    $0
    Hours/week
    0.5

  • MICHAEL FLEMING

    BOARD MEMBER (THRU 12/22)

    Total calculated
    $0
    Hours/week
    0.5

  • JEANNE SAKAMOTO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • ANGEL ROBERSON DANIELS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JENNIFER PRICE-LETSCHER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • SHAWN KRAVICH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • GABRIELA ROBLES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • RAUL BUSTILLOS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • CHRISSIE CASTRO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • ALEX JOHNSON

    MEMBER (AS OF 01/22)

    Total calculated
    $0
    Hours/week
    0.5

  • JOANNA JACKSON

    MEMBER (AS OF 01/22)

    Total calculated
    $0
    Hours/week
    0.5

  • SHAHEEN KASSIM-LAKHA

    MEMBER (AS OF 06/22)

    Total calculated
    $0
    Hours/week
    0.5

  • SUMMER MOORE

    MEMBER (AS OF 06/22)

    Total calculated
    $0
    Hours/week
    0.5

  • CHRISTINE ESSEL

    PRESIDENT & CEO

    Total calculated
    $418,667
    From this org
    $313,809
    From related orgs
    $0
    Other
    $104,858
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $313,809
    Bonus
    $0
    Other
    $0
    Deferred
    $50,665
    Nontaxable benefits
    $54,193
    Filer's total
    $418,667

  • KAREN FREEMAN

    CHIEF OPERATING OFFICER

    Total calculated
    $257,286
    From this org
    $185,500
    From related orgs
    $0
    Other
    $71,786
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,500
    Bonus
    $0
    Other
    $0
    Deferred
    $29,680
    Nontaxable benefits
    $42,106
    Filer's total
    $257,286

  • TULY MARTINEZ

    SENIOR VP, PROGRAMS & PARTNERSHIPS

    Total calculated
    $175,963
    From this org
    $142,150
    From related orgs
    $0
    Other
    $33,813
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,150
    Bonus
    $0
    Other
    $0
    Deferred
    $23,200
    Nontaxable benefits
    $10,613
    Filer's total
    $175,963

  • PHUONG PHAM

    DIRECTOR, KNOWLEDGE & COMMUNICATIONS

    Total calculated
    $161,138
    From this org
    $124,320
    From related orgs
    $0
    Other
    $36,818
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,320
    Bonus
    $0
    Other
    $0
    Deferred
    $19,891
    Nontaxable benefits
    $16,927
    Filer's total
    $161,138

  • AMANDA BYRD

    VP, MEMB. & SUST. (THRU 09/22)

    Total calculated
    $160,774
    From this org
    $121,446
    From related orgs
    $0
    Other
    $39,328
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,446
    Bonus
    $0
    Other
    $0
    Deferred
    $19,773
    Nontaxable benefits
    $19,555
    Filer's total
    $160,774

  • KAMERON GREEN

    VP, PROF LEARNING & FAMILY PHILANTHROPY

    Total calculated
    $149,469
    From this org
    $120,000
    From related orgs
    $0
    Other
    $29,469
    Hours/week
    40

  • ANN ESTEBAN

    VP, FINANCE

    Total calculated
    $148,900
    From this org
    $127,000
    From related orgs
    $0
    Other
    $21,900
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
6 September 2023
IRS schema version
2022v5.0
Source object
202332649349301008

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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