Form 990 for tax year 2022
Filed by EXECUTIVE SERVICE CORPS OF SOUTHERN CALIFORNIA.
Totals
- Total revenue
- $1,529,733
- Total expenses
- $1,263,906
- Contributions and grants received
- $1,037,351
- Grants paid
- $0
- Program service revenue
- $461,522
- Investment income
- $30,860
- Other revenue
- $0
- Total assets, end of year
- $2,597,552
- Total liabilities, end of year
- $424,689
- Net assets or fund balances, end of year
- $2,172,863
- Program services expenses (Part IX)
- $739,432
- Management and general expenses
- $310,439
- Fundraising expenses
- $214,035
- Program service expenses (Part III)
- $739,432
Program services were 58.5% 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.
-
1e · Government grants (contributions)
$155,278
-
1f · All other contributions, gifts and grants
$882,073
-
2a · Program service revenue: MANAGEMENT CONSULTING
total $407,172 · related or exempt $407,172
-
2b · Program service revenue: LEADERSHIP TRAINING
total $54,350 · related or exempt $54,350
-
3 · Investment income
total $31,524 · excluded $31,524
-
7a · Gross sales of assets other than inventory
securities $122,311
-
7b · Less cost or other basis and sales expenses
securities $122,975
-
7c · Gain or loss
securities -$664
-
7d · Net gain or loss
total -$664 · excluded -$664
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $184,628 · program services $92,314 · management and general $46,156 · fundraising $46,158
-
7 · Other salaries and wages
total $710,127 · program services $410,221 · management and general $163,074 · fundraising $136,832
-
9 · Other employee benefits
total $38,046 · program services $25,035 · management and general $8,496 · fundraising $4,515
-
10 · Payroll taxes
total $61,180 · program services $37,503 · management and general $14,128 · fundraising $9,549
-
11c · Fees: accounting
total $42,165 · management and general $42,165
-
11e · Fees: professional fundraising services
total $8,000 · fundraising $8,000
-
11g · Fees: other
total $89,119 · program services $66,467 · management and general $21,797 · fundraising $855
-
13 · Office expenses
total $32,637 · program services $27,342 · management and general $2,897 · fundraising $2,398
-
16 · Occupancy
total $47,148 · program services $40,076 · management and general $4,715 · fundraising $2,357
-
17 · Travel
total $15,319 · program services $12,868 · management and general $817 · fundraising $1,634
-
20 · Interest
total $1,741 · management and general $1,741
-
22 · Depreciation, depletion and amortization
total $7,038 · program services $5,630 · management and general $704 · fundraising $704
-
23 · Insurance
total $20,992 · program services $17,843 · management and general $3,149
-
24a · Other expenses: MARKETING AND OUTREACH
total $5,166 · program services $4,133 · fundraising $1,033
-
24b · Other expenses: BAD DEBT
total $600 · management and general $600
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $410,111 · end of year $519,019
-
2 · Savings and temporary cash investments
beginning of year $275,178 · end of year $75,191
-
3 · Pledges and grants receivable
beginning of year $13,600 · end of year $57,500
-
4 · Accounts receivable
beginning of year $205,004 · end of year $128,037
-
9 · Prepaid expenses and deferred charges
beginning of year $14,095 · end of year $13,425
-
11 · Investments: publicly traded securities
beginning of year $1,668,705 · end of year $1,683,184
-
14 · Intangible assets
beginning of year $17,771 · end of year $10,734
-
15 · Other assets
beginning of year $3,324 · end of year $110,462
-
17 · Accounts payable and accrued expenses
beginning of year $79,025 · end of year $49,858
-
19 · Deferred revenue
beginning of year $261,935 · end of year $267,693
-
24 · Unsecured notes and loans payable
beginning of year $153,537 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $107,138
-
27 · Net assets without donor restrictions
beginning of year $1,538,068 · end of year $1,784,405
-
28 · Net assets with donor restrictions
beginning of year $575,223 · end of year $388,458
Mission and programs · 2022
Mission
THE ORGANIZATION'S MISSION IS TO EMPOWER NONPROFITS TO ACHIEVE THEIR MISSIONS THROUGH AFFORDABLE COACHING AND CONSULTING BY TRAINED EXECUTIVE-LEVEL VOLUNTEERS.
Activities or mission (Part I)
EMPOWER NONPROFITS TO ACHIEVE THEIR MISSIONS THROUGH AFFORDABLE COACHING AND CONSULTING.
-
PROVIDE MANAGEMENT CONSULTING ASSISTANCE TO AS MANY AS 125 NONPROFIT ORGANIZATIONS EACH YEAR. ESC'S VOLUNTEER CONSULTANTS ARE MATCHED WITH NONPROFIT AGENCIES TO WORK CLOSELY WITH THEIR KEY STAFF AND BOARD MEMBERS TO DEVELOP AND IMPLEMENT SPECIFIC RECOMMENDATIONS TO IMPROVE THEIR OPERATIONS. CORE AREAS OF CONSULTING SERVICES INCLUDE STRATEGIC PLANNING, EXECUTIVE COACHING OF STAFF AND BOARD LEADERS, BOARD DEVELOPMENT, FUND DEVELOPMENT, ORGANIZATIONAL ASSESSMENT AND A WIDE VARIETY OF CUSTOM CONSULTING ENGAGEMENTS.
Expenses $652,355 · Revenue $407,172
-
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 EXECUTIVE-LEVEL 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 $87,077 · Revenue $54,350
As filed on the 2022 return.
Listed in Part VII
-
David FactorDAVID FACTOR
PRESIDENT & CEO
- Total calculated
- $184,628
- From this org
- $169,478
- From related orgs
- $0
- Other
- $15,150
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $157,228
- Bonus
- $12,250
- Other
- $0
- Deferred
- $5,187
- Nontaxable benefits
- $9,963
- Filer's total
- $184,628
-
Laura L SurvantLAURA L SURVANT
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Eric L MooreERIC L MOORE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Abner D GoldstineABNER D GOLDSTINE
VICE PRESIDENT FOR FINANCE AND TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Kate IdesKATE IDES
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
William R Barrett JrWILLIAM R BARRETT JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Danielle BenoitDANIELLE BENOIT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William FlumenbaumWILLIAM FLUMENBAUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael J GoldbergMICHAEL J GOLDBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Irwin J JaegerIRWIN J JAEGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lizbeth NevarezLIZBETH NEVAREZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert F ScoularROBERT F SCOULAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Daryl T TwerdahlDARYL T TWERDAHL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gregory T MorrisonGREGORY T MORRISON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Leslie JohnsonLESLIE JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ruth BernsteinRUTH BERNSTEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Fregia HarroldFREGIA HARROLD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Norm PaysonNORM PAYSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert SainzROBERT SAINZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott WeinerSCOTT WEINER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott ChoateSCOTT CHOATE
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Di LamDI LAM
INTERIM V.P. OF ADMINISTRATION
- Total calculated
- $121,864
- From this org
- $121,864
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Julia FischerJULIA FISCHER
VICE PRESIDENT, CLIENT SERVICES
- Total calculated
- $132,799
- From this org
- $104,145
- From related orgs
- $0
- Other
- $28,654
- 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 6
- 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
- 2022
- Filed
- 22 September 2023
- IRS schema version
- 2022v5.0
- Source object
- 202322689349301012
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