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Nonprofiteer
← EXECUTIVE SERVICE CORPS OF SOUTHERN CALIFORNIA

Form 990 for tax year 2023

Filed by EXECUTIVE SERVICE CORPS OF SOUTHERN CALIFORNIA.

Totals

Total revenue
$1,367,430
Total expenses
$1,469,257
Contributions and grants received
$851,494
Grants paid
$0
Program service revenue
$438,002
Investment income
$77,934
Other revenue
$0
Total assets, end of year
$2,832,704
Total liabilities, end of year
$560,930
Net assets or fund balances, end of year
$2,271,774
Program services expenses (Part IX)
$852,261
Management and general expenses
$360,392
Fundraising expenses
$256,604
Program service expenses (Part III)
$852,261

Program services were 58.0% 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.

  • 1f · All other contributions, gifts and grants

    $851,494

  • 1g · Noncash contributions included above

    $10,800

  • 2a · Program service revenue: MANAGEMENT CONSULTING

    total $367,652 · related or exempt $367,652

  • 2b · Program service revenue: LEADERSHIP TRAINING

    total $70,350 · related or exempt $70,350

  • 3 · Investment income

    total $41,582 · excluded $41,582

  • 7a · Gross sales of assets other than inventory

    securities $569,229

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

    securities $532,877

  • 7c · Gain or loss

    securities $36,352

  • 7d · Net gain or loss

    total $36,352 · excluded $36,352

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $206,361 · program services $92,863 · management and general $51,590 · fundraising $61,908

  • 7 · Other salaries and wages

    total $762,788 · program services $444,847 · management and general $181,965 · fundraising $135,976

  • 9 · Other employee benefits

    total $47,695 · program services $28,302 · management and general $11,336 · fundraising $8,057

  • 10 · Payroll taxes

    total $73,299 · program services $40,801 · management and general $17,653 · fundraising $14,845

  • 11c · Fees: accounting

    total $47,927 · management and general $47,927

  • 11e · Fees: professional fundraising services

    total $8,000 · fundraising $8,000

  • 11g · Fees: other

    total $172,155 · program services $115,100 · management and general $38,158 · fundraising $18,897

  • 12 · Advertising and promotion

    total $9,856 · program services $7,885 · fundraising $1,971

  • 13 · Office expenses

    total $41,249 · program services $33,581 · management and general $4,065 · fundraising $3,603

  • 16 · Occupancy

    total $31,220 · program services $26,537 · management and general $3,122 · fundraising $1,561

  • 17 · Travel

    total $41,768 · program services $39,626 · management and general $714 · fundraising $1,428

  • 22 · Depreciation, depletion and amortization

    total $3,578 · program services $2,862 · management and general $358 · fundraising $358

  • 23 · Insurance

    total $23,361 · program services $19,857 · management and general $3,504

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $519,019 · end of year $652,263

  • 2 · Savings and temporary cash investments

    beginning of year $75,191

  • 3 · Pledges and grants receivable

    beginning of year $57,500 · end of year $95,091

  • 4 · Accounts receivable

    beginning of year $128,037 · end of year $163,950

  • 9 · Prepaid expenses and deferred charges

    beginning of year $13,425 · end of year $17,122

  • 11 · Investments: publicly traded securities

    beginning of year $1,683,184 · end of year $1,802,908

  • 14 · Intangible assets

    beginning of year $10,734 · end of year $38,431

  • 15 · Other assets

    beginning of year $110,462 · end of year $62,939

  • 17 · Accounts payable and accrued expenses

    beginning of year $49,858 · end of year $64,913

  • 19 · Deferred revenue

    beginning of year $267,693 · end of year $442,862

  • 25 · Other liabilities

    beginning of year $107,138 · end of year $53,155

  • 27 · Net assets without donor restrictions

    beginning of year $1,784,405 · end of year $1,556,856

  • 28 · Net assets with donor restrictions

    beginning of year $388,458 · end of year $714,918

Mission and programs · 2023

Mission

THE ORGANIZATION'S MISSION IS TO SUPPORT NONPROFITS IN ACHIEVING THEIR MISSIONS THROUGH ACCESSIBLE COACHING AND CONSULTING BY HIGHLY-SKILLED, TRAINED VOLUNTEERS.

Activities or mission (Part I)

ESC PROVIDES TRANSFORMATIVE COACHING AND CONSULTING FOR NONPROFITS AND THE COMMUNITIES THEY SERVE.

  • ESC PROVIDES COACHING AND CONSULTING TO MORE THAN 120 NONPROFITS EACH YEAR. ESC'S HIGHLY-SKILLED, SPECIALLY TRAINED VOLUNTEERS ARE MATCHED WITH NONPROFIT ORGANIZATIONS TO HELP THEM STRENGTHEN OPERATIONAL EFFICIENCIES, FUND DEVELOPMENT, STRATEGIC PLANNING, FISCAL AND HUMAN RESOURCES FUNCTIONS, AND GOVERNANCE.

    Expenses $715,374 · Revenue $367,652

  • PROVIDE YEAR LONG LEADERSHIP TRAINING PROGRAMS FOR UP TO 110 NONPROFIT LEADERS. COURSES COMBINE A UNIFIED SERIES OF CLASSROOM SESSIONS DELIVERED BY EXPERIENCED NONPROFIT INDUSTRY PROFESSIONALS WITH INDIVIDUALIZED COACHING BY HIGHLY-SKILLED, TRAINED VOLUNTEER CONSULTANTS FOR THE PROGRAMS' DURATION TO ENABLE PARTICIPANTS TO APPLY THEIR LEARNINGS TO THEIR ORGANIZATIONS AND CREATE SUSTAINABLE CHANGE. ALSO PROVIDE CUSTOMIZED TRAINING AND COACHING TO GROUPS OF NONPROFIT LEADERS, WITH FUNDING PARTNERS HELPING ESTABLISH THE PROGRAMS' SUBJECT FOCUS AND/OR PARTICIPATING ORGANIZATIONS BASED ON THEIR FUNDING AREAS.

    Expenses $136,887 · Revenue $70,350

As filed on the 2023 return.

Listed in Part VII

  • DAVID FACTOR

    PRESIDENT & CEO

    Total calculated
    $193,803
    From this org
    $177,355
    From related orgs
    $0
    Other
    $16,448
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,980
    Bonus
    $18,375
    Other
    $0
    Deferred
    $5,808
    Nontaxable benefits
    $10,640
    Filer's total
    $193,803

  • LAURA L SURVANT

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • ERIC L MOORE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • ABNER D GOLDSTINE

    VICE PRESIDENT FOR FINANCE

    Total calculated
    $0
    Hours/week
    2

  • KATE IDES

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • SCOTT CHOATE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL J GOLDBERG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT WEINER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM FORD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM R BARRETT JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RUTH BERNSTEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DANIELLE BENOIT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAURIE GOLDBERG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JACKY HOLLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SAMONA CALDWELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHANI FREGIA HARROLD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • IRWIN J JAEGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LESLIE JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DARYL T TWERDAHL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT SAINZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NORM PAYSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT F SCOULAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREG MORRISON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JUDY MILESTONE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DIEGO LEMUS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER LEE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LIZBETH NEVAREZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM FLUMENBAUM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JULIA FISCHER

    VICE PRESIDENT, CLIENT SER

    Total calculated
    $137,466
    From this org
    $124,579
    From related orgs
    $0
    Other
    $12,887
    Hours/week
    40

  • ERIN TANENBAUM

    VICE PRESIDENT, OPERATIONS

    Total calculated
    $124,921
    From this org
    $113,338
    From related orgs
    $0
    Other
    $11,583
    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 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE PERFORMANCE-BASED ADDED COMPENSATION IS BASED ON ORGANIZATIONAL SUCCESS IN ACHIEVING FINANCIAL RESULTS AGAINST BENCHMARKS IN KEY SERVICE AND FOCUS AREAS, AND ALSO FROM THE BOARD'S EVALUATION OF OVERALL PERSONAL PERFORMANCE. BENCHMARKS RELATE TO COMMITTED REVENUE IN FUND DEVELOPMENT, CLIENT ENGAGEMENTS, COLLABORATIVE PROJECTS, AND REVENUE PIPELINE INTO THE FOLLOWING YEAR.

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
31 October 2024
IRS schema version
2023v5.1
Source object
202413099349301856

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