2025-10-29T11:42:38-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 1925 CENTURY PARK E 16TH FLOOR LOS ANGELES CA 90067 990 2024-01-01 953510781 EXECUTIVE SERVICE CORPS OF SOUTHERN CALIFORNIA EXEC 2136139103 1000 NORTH ALAMEDA STREET 330 LOS ANGELES CA 90012 ERIN TANENBAUM CO-PRESIDENT AND CO-CEO 2136139103 2025-10-28 1 1 KAREN LO P02141262 3102732501 2025-10-28 2024 2025-03-06 01:10:19Z ERIN TANENBAUM 1000 NORTH ALAMEDA STREET 330 LOS ANGELES CA 90012 3328431 0 X WWW.ESCSC.ORG X 1980 CA ESC STRENGTHENS SOUTHERN CALIFORNIA NONPROFITS BY PROVIDING ACCESSIBLE COACHING AND CONSULTING THAT HELPS THEM FULFILL THEIR MISSIONS AND DRIVE PROGRESS IN THEIR COMMUNITIES. 19 18 12 115 0 0 851494 1477829 438002 555208 77934 100132 0 0 1367430 2133169 0 0 0 0 1090143 1090812 8000 6900 268191 371114 515930 1469257 1613642 -101827 519527 2832704 3352654 560930 329527 2271774 3023127 THE ORGANIZATION'S MISSION IS TO STRENGTHEN SOUTHERN CALIFORNIA NONPROFITS BY PROVIDING ACCESSIBLE COACHING AND CONSULTING THAT HELPS THEM FULFILL THEIR MISSIONS AND DRIVE PROGRESS IN THEIR COMMUNITIES. 0 0 915689 0 484608 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. 133402 0 70600 ESC'S UNIQUE MODEL MATCHES 100+ HIGHLY SKILLED, SPECIALLY TRAINED VOLUNTEER CONSULTANTS WITH 120+ LOS ANGELES COUNTY NONPROFITS ANNUALLY, PROVIDING EXPERT GUIDANCE THAT WOULD OTHERWISE BE FINANCIALLY OUT OF REACH. THROUGH STRATEGIC PLANNING, BOARD DEVELOPMENT, LEADERSHIP COACHING, SUCCESSION MANAGEMENT AND FUND DEVELOPMENT SERVICES THAT ARE TAILORED TO MEET THE NEEDS OF THE INDIVIDUAL ORGANIZATIONS, ESC HELPS THEM BUILD THE SKILLS AND KNOWLEDGE NECESSARY FOR OPTIMAL NONPROFIT LEADERSHIP, MANAGEMENT, AND SUSTAINABILITY TO CREATE LASTING COMMUNITY IMPACT. IN ADDITION, ESC FACILITATES COHORT PROGRAMS AND INSTITUTES THAT FOSTER COLLABORATION AMONG NONPROFIT PROFESSIONALS, PROVIDING THEM THE OPPORTUNITY FOR SHARED LEARNING, PEER SUPPORT AND COLLECTIVE ACTION. 1049091 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 CA X X ERIN TANENBAUM 2136139103 1000 N ALAMEDA ST STE 330 LOS ANGELES CA 90012 DAVID FACTOR PRESIDENT & CEO 40.00 X X 188093 0 16092 ERIC MOORE CHAIR 2.00 X X 0 0 0 GREG MORRISON VICE CHAIR 2.00 X X 0 0 0 ABNER D GOLDSTINE VICE PRESIDENT FOR FINANCE 2.00 X X 0 0 0 MICHAEL J GOLDBERG DIRECTOR 1.00 X 0 0 0 WILLIAM FORD DIRECTOR 1.00 X 0 0 0 RUTH BERNSTEIN DIRECTOR 1.00 X 0 0 0 DANIELLE BENOIT DIRECTOR 1.00 X 0 0 0 LAURIE GOLDBERG DIRECTOR 1.00 X 0 0 0 JACKY HOLLER DIRECTOR 1.00 X 0 0 0 SAMONA CALDWELL DIRECTOR 1.00 X 0 0 0 SHANI FREGIA HARROLD DIRECTOR 1.00 X 0 0 0 LESLIE JOHNSON SECRETARY 2.00 X X 0 0 0 ROBERT SAINZ DIRECTOR 1.00 X 0 0 0 JUDY MILESTONE DIRECTOR 1.00 X 0 0 0 DIEGO LEMUS DIRECTOR 1.00 X 0 0 0 CHRISTOPHER LEE DIRECTOR 1.00 X 0 0 0 WILLIAM FLUMENBAUM DIRECTOR 1.00 X 0 0 0 LAURA A SURVANT IMMEDIATE PAST CHAIR 1.00 X 0 0 0 JULIA FISCHER VICE PRESIDENT, CLIENT SER 40.00 X 133115 0 13867 ERIN TANENBAUM VICE PRESIDENT, OPERATIONS 40.00 X 120264 0 11784 441472 0 41743 3 0 1 0 0 1477829 1477829 MANAGEMENT CONSULTING 541610 484608 484608 LEADERSHIP TRAINING 611430 70600 70600 555208 79430 79430 1215964 1195262 20702 20702 20702 2133169 555208 0 100132 X 204185 102092 40837 61256 765706 513424 145834 106448 19064 13030 3617 2417 28195 19272 5349 3574 73662 46915 14168 12579 23548 23548 6900 6900 339984 224122 50185 65677 39782 32697 3685 3400 31220 26537 3122 1561 38559 35515 1015 2029 13458 10766 1345 1347 24366 20711 3655 MARKETING AND OUTREACH 5013 4010 1003 1613642 1049091 296360 268191 652263 1167342 95091 163950 109250 17122 20497 1802908 1968386 38431 56709 62939 30470 2832704 3352654 64913 87225 442862 214804 53155 27498 560930 329527 X 1556856 2399811 714918 623316 2271774 3023127 2832704 3352654 519527 231826 0 X X 0 1 X 1 0 X 666652 874784 1037351 851494 1477829 4908110 666652 874784 1037351 851494 1477829 4908110 1372314 3535796 20479 25983 31524 41582 79430 198998 5107108 3496272 0.69230 0.80410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1792342 294897 129800 1957439 1678082 272984 158724 1792342 1595757 292390 -174965 35100 1678082 1416705 201152 22100 1595757 1289152 152553 25000 1416705 0.74946 0.25054 0.00000 0 0 0 OPERATING LEASES 27498 27498 X 5255765 231826 2890770 3122596 2133169 0 2133169 4504412 2890770 2890770 1613642 0 1613642 PART V, LINE 4: BOARD DESIGNATED ENDOWMENT FUNDS REPRESENT OPERATING RESERVES FOR THE ORGANIZATION. AS SUCH, THEY MAY BE NEEDED TO FUND SHORT-TERM OPERATING DEFICITS OR OTHER ONE-TIME EXPENDITURES, REQUIRING CONSERVATIVE INVESTMENT ASSET ALLOCATION. PERMANENT ENDOWMENT FUNDS ARE DONOR-RESTRICTED FOR INVESTMENT IN PERPETUITY. THE ORGANIZATION MAY USE ALL OR PART OF THE INCOME EARNED ON THESE FUNDS FOR GENERAL OR SPECIFIC PURPOSES, AT THE BOARD'S DISCRETION. TEMPORARILY RESTRICTED FUNDS ARE KEPT UNTIL DONOR-IMPOSED STIPULATIONS ARE MET EITHER BY ACTIONS OF THE ORGANIZATION OR THE PASSAGE OF TIME. PART X, LINE 2: ESC IS A CALIFORNIA NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES WAS INCLUDED IN THESE FINANCIAL STATEMENTS. U.S. GAAP PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES ALL OF THE POSITIONS TAKEN BY ESC ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. X X X 0 0 0 0 0 0 0 1 0 DAVID FACTOR PRESIDENT & CEO 175843 0 12250 0 0 0 5899 0 10193 0 204185 0 0 0 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. FOR THE CURRENT CALENDAR YEAR, THE CEO RECEIVED $12,250 AS A PERFORMANCE BASED BONUS. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS SHALL APPOINT FROM ITS MEMBERS, BY RESOLUTON APPROVED BY A MAJORITY OF THE NUMBER OF DIRECTORS THEN IN OFFICE, AN EXECUTIVE COMMITTEE AND AN AUDIT COMMITTEE. THE BOARD OF DIRECTORS MAY, BY SUCH A RESOLUTION, DESIGNATE FROM AMONG ITS MEMBERS SUCH OTHER STANDING OR SPECIAL COMMITTEES AS THE BOARD DEEMS ADVISABLE. EACH COMMITTEE SHALL CONSIST OF THREE OR MORE DIRECTORS SO APPOINTED, TO SERVE AT THE PLEASURE OF AND BE RESPONSIBLE TO THE BOARD OF DIRECTORS, FOR ANY PURPOSE CONTEMPLATED BY THESE BYLAWS OR DETERMINED BY THE BOARD. THE BOARD BY SUCH VOTE ALSO MAY DESIGNATE ONE OR MORE DIRECTORS OR, EXCEPT FOR THE EXECUTIVE COMMITTEE(IF APPLICABLE), OTHER PERSONS AS ALTERNATE MEMBERS OF ANY COMMITTEE TO REPLACE AN ABSENT DIRECTOR OR OTHER MEMBER, RESPECTIVELY, AT ANY MEETING OF SUCH COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7A THE CHIEF EXECUTIVE OFFICER (CEO) AND CONSULTANT ADVISORY COUNCIL (CAC) CHAIR ARE EX-OFFICIO BOARD MEMBERS; THE CAC CHAIR IS SELECTED BY THE CEO FROM A COMMITTEE OF CONSULTANTS. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE, ONCE APPROVED, THE FULL COPY OF THE FORM 990 WITH DONOR NAME BEING REDACTED IS PROVIDED TO ALL BOARD OF DIRECTORS BEFORE FILING THE FORM. A FULL VERSION OF THE FORM 990 WITH DONOR NAMES VISIBLE IS MADE AVAILABLE TO ALL MEMBERS OF ESC'S BOARD OF DIRECTORS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C IN ACCORDANCE WITH ESC'S CONFLICT OF INTEREST POLICY, ESC DISTRIBUTES ANNUALLY A CONFLICT OF INTEREST QUESTIONNAIRE TO ALL OFFICERS, DIRECTORS, AND EMPLOYEES, WHICH REQUIRES DISCLOSURE OF ANY CONFLICTS OR POTENTIAL CONFLICTS OF INTEREST. STAFF ENSURES COMPLETED QUESTIONNAIRES ARE RECEIVED FOR ALL REQUIRED RESPONDENTS. MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. RESPONSES ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER FOR COMPLIANCE. ANY CONFLICTS OR POTENTIAL CONFLICTS DISCLOSED ARE SHARED WITH THE EXECUTIVE COMMITTEE (WHICH HAS THE POWER AND AUTHORITY OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD) FOR APPROPRIATE ACTION, IF ANY. FORM 990, PART VI, SECTION B, LINE 15A A REGIONAL PUBLICATION ENTITLED "FAIR PAY FOR SOUTHERN CALIFORNIA NONPROFIT ORGANIZATIONS" PRODUCED BY NONPROFIT COMPENSATION ASSOCIATES, AS WELL AS OTHER DATA AND COMPARISONS, ARE UTILIZED IN DETERMINING COMPENSATION OF THE CEO. COMPENSATION OF THE CEO IS APPROVED BY THE BOARD AS PART OF THE ANNUAL REVIEW OF THE BUDGET BASED ALSO UPON AN EVALUATION OF OTHER FACTORS WHICH MAY INCLUDE THE CEO'S PERFORMANCE, EXPERIENCE, BUDGET CONSIDERATIONS AND THE FAIR MARKET VALUE OF THE CEO'S SERVICES TO THE ORGANIZATION. COMPENSATION DELIBERATIONS AND DECISIONS ARE RECORDED IN THE MINUTES OF THE ORGANIZATION'S BOARD OF DIRECTORS AND EXECUTIVE COMMITTEE. THIS PROCESS WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S STATEMENT OF FINANCIAL POSITION, STATEMENT OF ACTIVITIES, AND CHANGE IN NET ASSETS ARE ALSO PUBLISHED IN THE ORGANIZATION'S ANNUAL REPORT, WHICH IS AVAILABLE ON THE ORGANIZATION'S WEBSITE, DISTRIBUTED TO ALL SUPPORTERS AND WIDELY USED FOR PUBLIC RELATIONS PURPOSES. FORM 990, PART IX, LINE 11G PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 21,099. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,099. INFORMATION TECHNOLOGY: PROGRAM SERVICE EXPENSES 28,444. MANAGEMENT AND GENERAL EXPENSES 2,461. FUNDRAISING EXPENSES 2,203. TOTAL EXPENSES 33,108. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 31,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,500. OTHER SERVICES: PROGRAM SERVICE EXPENSES 164,178. MANAGEMENT AND GENERAL EXPENSES 26,625. FUNDRAISING EXPENSES 63,474. TOTAL EXPENSES 254,277. FORM 990. PART XII, LINE 2C. THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.