TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) ANNETTE RODRIGUEZ...................................................................... CHAIR	1.00 .................	X	X	0	0
(2) GARY BLAU...................................................................... VICE-CHAIR	1.00 .................	X	X	0	0
(3) REUBEN ROTMAN...................................................................... TREASURER	1.00 .................	X	X	0	0
(4) ADRIA JOHNSON...................................................................... SECRETARY	1.00 .................	X	X	0	0
(5) BOB BAILEY...................................................................... DIRECTOR	1.00 .................	X		0	0
(6) RALPH BAYARD...................................................................... DIRECTOR	1.00 .................	X		0	0
(7) FATHER STEVEN BOES...................................................................... DIRECTOR	1.00 .................	X		0	0
(8) ALEXANDRA L CAWTHORNE GAINES...................................................................... DIRECTOR	1.00 .................	X		0	0
(9) RICHARD J COHEN...................................................................... DIRECTOR	1.00 .................	X		0	0
(10) MELISSA DEVLIN...................................................................... DIRECTOR	1.00 .................	X		0	0
(11) SAMUEL JACKSON...................................................................... DIRECTOR	1.00 .................	X		0	0
(12) DONALD W LAYDEN JR...................................................................... DIRECTOR	1.00 .................	X		0	0
(13) CHARLES MONTORIO-ARCHER...................................................................... DIRECTOR	1.00 .................	X		0	0
(14) EDGAR RAMIREZ...................................................................... DIRECTOR	1.00 .................	X		0	0
(15) MICHELLE SANBORN...................................................................... DIRECTOR	1.00 .................	X		0	0
(16) TRACY WAREING EVANS...................................................................... DIRECTOR	1.00 .................	X		0	0
(17) JODY LEVISON-JOHNSON...................................................................... PRESIDENT AND CEO	40.00 .................		X	381,463	32,211

(A) Name and business address	(B) Description of services	(C) Compensation
NORC AT THE UNIV OF CHICAGO 55 E MONROE STREET 30TH FLOOR CHICAGO,IL60603	PROJECT CONSULTING	352,498
INSPERITY 19001 CRESCENT SPRINGS DRIVE KINGWOOD,TX77339	HR SERVICES	215,215
LAURA PINSONEAULT, 2900 DEVONSHIRE COURT WAUKESHA,WI53188	PROJECT EVALUATION AND CONSULTING	195,982
CHAN HELLMAN LLC 4925 SOUTH NARCISSUS AVENUE BROKEN ARROW,OK74011	GRANT TECHNICAL ASSISTANCE	157,941
CLARUS CONSULTING GROUP 2201 5TH AVENUE SOUTH SUITE 100 BIRMINGHAM,AL35233	ORGANIZATIONAL CONSULTING	137,476
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 9

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

SOCIAL CURRENT INC

Employer identification number

39-1709925

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	3,886,552	4,378,543	5,460,701	2,746,954	3,178,958	19,651,708
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose	1,338,467	1,101,620	983,259	9,172,051	10,775,351	23,370,748
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5	5,225,019	5,480,163	6,443,960	11,919,005	13,954,309	43,022,456
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons	100			14,700	16,620	31,420
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.	295,342	174,229	314,929	60,451	393,514	1,238,465
c	Add lines 7a and 7b..	295,442	174,229	314,929	75,151	410,134	1,269,885
8	Public support. (Subtract line 7c from line 6.)						41,752,571

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...	5,225,019	5,480,163	6,443,960	11,919,005	13,954,309	43,022,456
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	79,981	78,693	313,751	674,306	888,197	2,034,928
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.	79,981	78,693	313,751	674,306	888,197	2,034,928
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..	783,958	875,992	280,102	80,641	1,800	2,022,493
13	Total support. (Add lines 9, 10c, 11, and 12.)..	6,088,958	6,434,848	7,037,813	12,673,952	14,844,306	47,079,877

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

88.680 %

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

89.580 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

4.320 %

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

3.340 %

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

SOCIAL CURRENT INC

Employer identification number

39-1709925

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization SOCIAL CURRENT INC

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization SOCIAL CURRENT INC		Employer identification number 39-1709925

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization SOCIAL CURRENT INC			Employer identification number 39-1709925
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

SOCIAL CURRENT INC

Employer identification number

39-1709925

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990) 2022

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(a) Filing organization's totals	(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................	10,767
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................	26,758
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................	37,525
d	Other exempt purpose expenditures ...............................................................................	15,364,823
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................	15,402,348
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.	920,117
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................	230,029
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................	0
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................	0
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................		Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) Total

2a	Lobbying nontaxable amount	396,877	1,000,000	835,640	920,117	3,152,634

b	Lobbying ceiling amount (150% of line 2a, column(e))					4,728,951

c	Total lobbying expenditures	35,529	20,961	25,876	37,525	119,891

d	Grassroots nontaxable amount	99,219	250,000	208,910	230,029	788,158

e	Grassroots ceiling amount (150% of line 2d, column (e))					1,182,237

f	Grassroots lobbying expenditures	17,220	9,507	12,938	10,767	50,432

Schedule C (Form 990) 2022

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation

Schedule C (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

SOCIAL CURRENT INC

Employer identification number

39-1709925

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
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Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
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Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	3,025,296	2,037,893	1,845,905	1,574,327	1,370,930
b	Contributions ...		1,906,751	8,500		3,471
c	Net investment earnings, gains, and losses	589,166	-565,348	183,488	302,917	262,684
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	612,000	354,000		31,339	62,758
f	Administrative expenses ....
g	End of year balance ......	3,002,462	3,025,296	2,037,893	1,845,905	1,574,327

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

45.420 %

Permanent endowment right arrow

38.040 %

Term endowment right arrow

16.540 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements	116,382	41,782	74,600
d	Equipment ....	1,246,967	1,191,829	55,138
e	Other .....	737,145	456,888	280,257
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				409,995

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)RIGHT-OF-USE ASSETS				3,025,890
(2)DEPOSITS				126,911
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				3,152,801

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
OPERATING LEASE LIABILITIES	3,673,385
REFUNDABLE ADVANCES	216,841
SUBLEASE LIABILITIES	212,820






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	4,103,046
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	16,962,080
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	1,150,172
b	Donated services and use of facilities .........	2b	1,172,150
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................			2e	2,322,322
3	Subtract line 2e from line 1..................			3	14,639,758
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	56,271
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	56,271
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	14,696,029

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	16,508,232
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	1,172,150
b	Prior year adjustments ............	2b	-66,266
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................			2e	1,105,884
3	Subtract line 2e from line 1...................			3	15,402,348
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	56,271
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................			4c	56,271
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	15,458,619

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART V, LINE 4:	SOCIAL CURRENT MAINTAINS DONOR-RESTRICTED AND BOARD-DESIGNATED ENDOWMENT FUNDS WHOSE PURPOSE IS TO SUPPORT CREATIVE, INNOVATIVE, AND IMAGINATIVE SPECIAL PROJECTS THAT COULD OTHERWISE NOT BE ACCOMPLISHED.

Schedule D (Form 990) 2022

Additional Data

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SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right arrow

Attach to Form 990. Right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization
SOCIAL CURRENT INC

Employer identification number

39-1709925

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(e) If activity listed in (d) is a program service, describe specific type of service(s) in the region	(f) Total expenditures for and investments in the region
	NORTH AMERICA	0	46	PROGRAM SERVICES	SITE VISITS	103,871
	EUROPE	0	8	PROGRAM SERVICES	SITE VISITS	31,765
	EAST ASIA AND THE PACIFIC	0	3	PROGRAM SERVICES	SITE VISITS	14,987
	NORTH AMERICA	0	0	GRANTS TO RECIPIENTS LOCATED IN REGION		15,500
	SOUTH AMERICA	0	0	GRANTS TO RECIPIENTS LOCATED IN REGION		15,500
	EUROPE	0	0	GRANTS TO RECIPIENTS LOCATED IN REGION		5,000











3a	Sub-total ....	0	57			186,623
b	Total from continuation sheets to Part I ...	0	0			0
c	Totals (add lines 3a and 3b)	0	57			186,623

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023

Schedule F (Form 990) 2023

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(g) Amount of noncash assistance
NORTH AMERICA	GRANT IN SUPPORT OF ARAMARK BUILDING COMMUNITY INITIATIVE	9,000	0
SOUTH AMERICA	GRANT IN SUPPORT OF ARAMARK BUILDING COMMUNITY INITIATIVE	9,000	0
NORTH AMERICA	GRANT IN SUPPORT OF ARAMARK BUILDING COMMUNITY INITIATIVE	6,500	0
SOUTH AMERICA	GRANT IN SUPPORT OF ARAMARK BUILDING COMMUNITY INITIATIVE	6,500	0

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......	4
3	Enter total number of other organizations or entities .......................	0

Schedule F (Form 990) 2023

Schedule F (Form 990) 2023Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2023

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2023

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
PART I, LINE 2:	ALL APPLICATIONS RECEIVED ARE REVIEWED TO ENSURE THAT REQUESTING ORGANIZATION IS A REGISTERED CHARITABLE ORGANIZATION IN ITS COUNTRY. AFTER THE ORGANIZATION HAS COMPLETED THE SERVICES THE FUNDS WERE INTENDED TO COVER, THE ORGANIZATION IS REQUIRED TO SUBMIT A REPORT TO THE SOCIAL CURRENT THAT CONFIRMS THAT THE FUNDS WERE USED FOR THE PURPOSE OUTLINED IN THE ORIGINAL APPLICATION.

Schedule F (Form 990) 2023

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
SOCIAL CURRENT INC

Employer identification number
39-1709925

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) AMITY DAY CARE AND LEARNING CENTER 511 S LIBERTY AVE FREEPORT,IL61032	36-2193600	501(C)(3)	7,000	ARAMARK BUILDING COMMUNITY INITIATIVE
(2) BAKERRIPLEY P O BOX 231808 HOUSTON,TX77223	23-7062976	501(C)(3)	6,000	ARAMARK BUILDING COMMUNITY INITIATIVE
(3) BRIDGE HOUSE 5345 ARAPAHOE AVE 5 BOULDER,CO80303	84-1440292	501(C)(3)	10,000	ARAMARK BUILDING COMMUNITY INITIATIVE
(4) BRANCHES INC 11500 NW 12 AVE MIAMI,FL331686217	65-0716969	501(C)(3)	7,000	ARAMARK BUILDING COMMUNITY INITIATIVE
(5) BUCKNER CHILDREN AND FAMILIES 1014 S HIGH STREET LONGVIEW,TX75602	75-2571395	501(C)(3)	27,500	ARAMARK BUILDING COMMUNITY INITIATIVE
(6) BUILDING IMPACT 93 SUMMER ST FLOOR 2 BOSTON,MA02110	30-0212115	501(C)(3)	12,000	ARAMARK BUILDING COMMUNITY INITIATIVE
(7) COMFORT CASES 15825 SHADY GROVE RD STE 60 ROCKVILLE,MD20850	46-4044090	501(C)(3)	6,500	ARAMARK BUILDING COMMUNITY INITIATIVE
(8) CRISIS ASSISTANCE MINISTRY 500-A SPRATT STREET CHARLOTTE,NC28206	56-1416719	501(C)(3)	6,000	ARAMARK BUILDING COMMUNITY INITIATIVE
(9) EPISCOPAL COMMUNITY SERVICE 225 S THIRD ST PHILADELPHIA,PA191063910	23-1352290	501(C)(3)	11,000	ARAMARK BUILDING COMMUNITY INITIATIVE
(10) CURRITUCK EDUCATION FOUNDATION PO BOX 74 COINJOCK,NC27923	81-3574912	501(C)(3)	5,500	ARAMARK BUILDING COMMUNITY INITIATIVE
(11) FEEDING TAMPA BAY 4702 TRANSPORT DR 6 TAMPA BAY,FL33605	59-2116576	501(C)(3)	10,000	ARAMARK BUILDING COMMUNITY INITIATIVE
(12) FOUNDATION COMMUNITIES 3000 S IH 35 FRONTAGE RD SUITE 300 AUSTIN,TX78704	74-2563260	501(C)(3)	8,500	ARAMARK BUILDING COMMUNITY INITIATIVE
(13) GLADDEN COMMUNITY HOUSE 183 HAWKES AVENUE COLUMBUS,OH43223	31-4379476	501(C)(3)	10,500	ARAMARK BUILDING COMMUNITY INITIATIVE
(14) HABITAT FOR HUMANITY OF GLASGOW BARREN COUNTY P O BOX 186 GLASGOW,KY42514	61-1243113	501(C)(3)	5,800	ARAMARK BUILDING COMMUNITY INITIATIVE
(15) FRIENDS ASSOCIATION FOR CHILDREN 1004 ST JOHN STREET RICHMOND,VA23220	54-0505899	501(C)(3)	9,500	ARAMARK BUILDING COMMUNITY INITIATIVE
(16) BOYS AND GIRLS CLUBS OF INDIANAPOLIS INC 615 N ALABAMA ST STE 400 INDIANAPOLIS,IN46204	35-0888754	501(C)(3)	7,000	ARAMARK BUILDING COMMUNITY INITIATIVE
(17) LOVEPACS 6710 VIRGINIA PKY 215 PMB 325 MCKINNEY,TX75071	46-0765090	501(C)(3)	5,300	ARAMARK BUILDING COMMUNITY INITIATIVE
(18) MARTHA O'BRYAN CENTER 711 S SEVENTH STREET NASHVILLE,TN37206	62-0477728	501(C)(3)	10,000	ARAMARK BUILDING COMMUNITY INITIATIVE
(19) KIDS IN DISTRESS 819 NORTHEAST 26TH STREET WILTON MANORS,FL33305	59-1927289	501(C)(3)	8,000	ARAMARK BUILDING COMMUNITY INITIATIVE
(20) MUTUAL GROUND INC 418 OAK AVENUE AURORA,IL60506	36-2921680	501(C)(3)	7,500	ARAMARK BUILDING COMMUNITY INITIATIVE
(21) NEXT STEPS THE COLONY 5304 GIBSON DR THE COLONY,TX75056	84-2769256	501(C)(3)	6,000	ARAMARK BUILDING COMMUNITY INITIATIVE
(22) PILLSBURY UNITED COMMUNITIES 2323 11TH AVE S MINNEAPOLIS,MN55404	41-0916478	501(C)(3)	26,500	ARAMARK BUILDING COMMUNITY INITIATIVE
(23) QUEENS COMMUNITY HOUSE 108-25 62ND DRIVE FOREST HILLS,NY11375	11-2375583	501(C)(3)	10,000	ARAMARK BUILDING COMMUNITY INITIATIVE
(24) RAPHAEL HOUSE OF SAN FRANCISCO INC 1065 SUTTER STREET SAN FRANCISCO,CA94109	94-3141608	501(C)(3)	7,500	ARAMARK BUILDING COMMUNITY INITIATIVE
(25) RONALD MCDONALD HOUSE CHARITIES OF ANN ARBOR 1600 WASHINGTON HEIGHTS ANN ARBOR,MI48104	38-2473817	501(C)(3)	6,000	ARAMARK BUILDING COMMUNITY INITIATIVE
(26) SOUTHEAST COMMUNITY CENTER 901 SHELBY ST INDIANAPOLIS,IN46203	35-1318068	501(C)(3)	9,000	ARAMARK BUILDING COMMUNITY INITIATIVE
(27) THE HOPE CENTER 360 W LOUDON AVE LEXINGTON,KY40508	61-1107296	501(C)(3)	6,000	ARAMARK BUILDING COMMUNITY INITIATIVE
(28) VETRI COMMUNITY PARTNERSHIP 915 SPRING GARDEN ST PHILADELPHIA,PA19123	26-3552858	501(C)(3)	10,000	ARAMARK BUILDING COMMUNITY INITIATIVE
(29) YMCA OF ROME AND FLOYD COUNTY 810 EAST 2ND AVE ROME,GA30161	58-0814549	501(C)(3)	6,000	ARAMARK BUILDING COMMUNITY INITIATIVE

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

SELECTION PROCESS - TO IDENTIFY WHICH AGENCIES WILL BE AWARDED FUNDS, SOCIAL CURRENT SENDS OUT A CALL FOR REVIEWERS. ALL PROPOSALS ARE REVIEWED THROUGH A BLIND PANEL REVIEW, MADE UP OF STAFF FROM SOCIAL CURRENT NETWORK ORGANIZATIONS, THE GRANT ADVISORY COMMITTEES, AND LOCAL AND NATIONAL PARTNERS. ORGANIZATIONS THAT APPLY FOR A GRANT ARE NOT ELIGIBLE TO BE A REVIEWER DURING THE PARTICULAR RFP PROCESS IN WHICH THEY SUBMITTED AN APPLICATION. GRANTEE AGENCY MONITORING PROCESS - WITHIN EACH PROPOSAL, APPLICANTS ARE REQUIRED TO PROVIDE INFORMATION ABOUT EXPECTED IMPACT AND LIST EXPECTED SHORT- AND LONG-TERM GOALS. SOCIAL CURRENT RECEIVES PERIODIC REPORTS ON THE PROGRESS OF EACH GRANTEE TOWARD THEIR STATED GOALS, ALONG WITH FINANCIAL REPORTS SHOWING BUDGET AND ACTUAL RESULTS.

Schedule I (Form 990) 2023

Additional Data

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

SOCIAL CURRENT INC

Employer identification number

39-1709925

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1JODY LEVISON-JOHNSON PRESIDENT AND CEO	(i) (ii)	381,463 ------------- 0	0 ------------- 0	0 ------------- 0	13,200 ------------- 0	19,011 ------------- 0	413,674 ------------- 0	0 ------------- 0
2JAMES CARR CFO	(i) (ii)	189,088 ------------- 0	0 ------------- 0	0 ------------- 0	8,000 ------------- 0	20,092 ------------- 0	217,180 ------------- 0	0 ------------- 0
3LENORE SCHELL SR. VP STRATEGIC BUS. INNOVATION	(i) (ii)	154,821 ------------- 0	500 ------------- 0	0 ------------- 0	6,468 ------------- 0	19,011 ------------- 0	180,800 ------------- 0	0 ------------- 0
4AMY TEMPLEMAN SR. DIR., CHILD & FAMILY WELL-BEING	(i) (ii)	169,641 ------------- 0	100 ------------- 0	2,000 ------------- 0	6,870 ------------- 0	0 ------------- 0	178,611 ------------- 0	0 ------------- 0
5JOHN SIDOTI SR. DIR. OF INFORMATION TECHNOLOGY	(i) (ii)	136,249 ------------- 0	0 ------------- 0	0 ------------- 0	5,785 ------------- 0	28,065 ------------- 0	170,099 ------------- 0	0 ------------- 0
6MICHAEL DE CICCO SR. DIR. OF MARKETING, COMMS & PR	(i) (ii)	140,801 ------------- 0	100 ------------- 0	0 ------------- 0	5,863 ------------- 0	19,011 ------------- 0	165,775 ------------- 0	0 ------------- 0
7JOSEPH SEOANE SR. DIRECTOR - NETWORK RETENTION	(i) (ii)	138,779 ------------- 0	1,000 ------------- 0	0 ------------- 0	5,862 ------------- 0	20,092 ------------- 0	165,733 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 7	MERIT-BASED BONUS COMPENSATION IS REPORTED IN SCHEDULE J, PART II, COLUMN B(II).

Schedule J (Form 990) 2023

Additional Data

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Software Version:

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SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

SOCIAL CURRENT INC

Employer identification number

39-1709925

Return Reference	Explanation
FORM 990, PART III, LINE 1	SOCIAL CURRENT IS A NATIONAL NONPROFIT WHOSE MISSION IS TO ADVOCATE FOR AND IMPLEMENT EQUITABLE SOLUTIONS TO SOCIETY'S TOUGHEST CHALLENGES THROUGH COLLABORATION, INNOVATION, POLICY, AND PRACTICE EXCELLENCE. SOCIAL CURRENT IS THE PREMIER PARTNER AND SERVICE PROVIDER TO A DIVERSE NETWORK OF OVER 1800 HUMAN AND SOCIAL SERVICE ORGANIZATIONS ACROSS THE US AND OFFERS AN ARRAY OF SERVICES AND SUPPORTS TO ADVANCE THE QUALITY AND EFFECTIVENESS OF THESE ORGANIZATIONS. FOUNDATIONAL TO OUR WORK IS THE BELIEF THAT A STRONG SOCIAL SECTOR IS A STRONG CONTRIBUTOR TO STRONG COMMUNITIES. TO BUILD A STRONG SECTOR, WE PROVIDE PROFESSIONAL SERVICES TO ORGANIZATIONS AND JUST AS IMPORTANTLY FOSTER, CREATE, AND CURATE CONNECTIONS ACROSS OUR NETWORK TO ENSURE THE RIGHT TYPES OF SUPPORT ARE AVAILABLE FOR SUCCESSFUL UPTAKE AND SUSTAINABILITY. THAT CONNECTION, TO LIKE-MINDED ORGANIZATIONS WEATHERING SIMILAR CHALLENGES AND EMBARKING ON SIMILAR QUALITY EFFORTS, DISTINGUISHES SOCIAL CURRENT FROM OTHERS IN THE MARKETPLACE. SOCIAL CURRENT LEVERAGES BOTH OUR EXPERTISE, RESEARCH, AND FIELD EXPERIENCE FROM OUR NETWORK TO INFORM OUR SERVICES WHICH ARE FOCUSED IN THE FOLLOWING AREAS: COA ACCREDITATION; CHILD, FAMILY, AND COMMUNITY WELL-BEING; EQUITY, DIVERSITY, AND INCLUSION; LEADERSHIP AND ORGANIZATIONAL EXCELLENCE; WORKFORCE RESILIENCE, BRAIN SCIENCE, AND TRAUMA-INFORMED APPROACHES; AND POLICY AND EDUCATIONAL ADVOCACY.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS DISTRIBUTED ELECTRONICALLY TO THE FINANCE COMMITTEE FOR REVIEW. UPON COMPLETION OF THE REVIEW A FINAL DRAFT IS DISTRIBUTED ELECTRONICALLY TO ALL MEMBERS OF THE BOARD. THERE IS THEN AN APPROXIMATELY ONE WEEK PERIOD FOR EACH BOARD MEMBER TO REVIEW THE FORM 990. UPON COMPLETION OF THEIR REVIEW EACH BOARD MEMBER ELECTRONICALLY SUBMITS THEIR APPROVAL OF THE FORM 990 AND MINUTES CAPTURING THE VOTE ARE RECORDED. IT IS THEN FILED WITH THE IRS FOLLOWING BOARD APPROVAL.
FORM 990, PART VI, SECTION B, LINE 12C	ALL BOARD AND EXECUTIVE STAFF MEMBERS ARE ANNUALLY REQUIRED TO EXECUTE AN ACKNOWLEDGEMENT ATTESTING THAT THEY HAVE READ, UNDERSTOOD AND AGREE TO COMPLY WITH THE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST POLICY. ANYONE BELIEVING THAT A CONFLICT-OF-INTEREST MAY EXIST MUST DISCLOSE THE POTENTIAL CONFLICT ORALLY OR IN WRITING TO THE BOARD MEMBERS OR BOARD COMMITTEE CONSIDERING A POTENTIAL TRANSACTION TO WHICH THE CONFLICT RELATES. FOLLOWING A PERIOD OF QUESTIONS FROM THE BOARD OR BOARD COMMITTEE, THE INTERESTED PERSON MUST LEAVE THE ROOM AND NOT PARTICIPATE IN DISCUSSIONS OR VOTING RELATED TO THE POTENTIAL CONFLICT. BY MAJORITY VOTE, THE BOARD OR BOARD COMMITTEE WILL DETERMINE IF A CONFLICT EXISTS, AND WHETHER TO ENTER INTO THE PROPOSED TRANSACTION. A DISINTERESTED PERSON OR COMMITTEE MAY BE APPOINTED BY THE BOARD CHAIR TO INVESTIGATE ALTERNATIVES TO A PROPOSED TRANSACTION IF THE BOARD DEEMS THIS NECESSARY. THE MINUTES OF THE BOARD OR BOARD COMMITTEE WILL DOCUMENT THAT THE CONFLICT WAS DISCLOSED, THE VOTING RECORD REGARDING THE CONFLICT, AND THE DECISION MADE REGARDING THE TRANSACTION. IF THE BOARD HAS REASON TO BELIEVE THAT A CONFLICT WAS NOT DISCLOSED, THE INTERESTED PARTY WILL BE GIVEN AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO REPORT A POTENTIAL CONFLICT OF INTEREST. FOLLOWING A FORMAL BOARD HEARING, INVESTIGATION AND VOTE, THE BOARD DETERMINES THAT A FAILURE TO DISCLOSE A CONFLICT OF INTEREST EXISTED, THE BOARD WILL TAKE NECESSARY CORRECTIVE ACTION AGAINST THE INTERESTED PARTY INCLUDING REMOVAL FROM THE COMMITTEE OR FROM THE BOARD.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION DECISIONS RELATED TO THE PRESIDENT & CEO ARE REVIEWED BY THE BOARD CHAIR, EXECUTIVE COMMITTEE, AND FULL BOARD. THE EXECUTIVE COMMITTEE TAKES INTO CONSIDERATION PERFORMANCE MANAGEMENT AND COMPETITIVE COMPENSATION DATA. THE EXECUTIVE COMMITTEE MAKES RECOMMENDATIONS TO THE ENTIRE BOARD REGARDING THE PRESIDENT & CEO'S COMPENSATION. RECOMMENDATIONS FOR THE PRESIDENT & CEO COMPENSATION ARE SUBJECT TO THE REVIEW/APPROVAL OF THE SOCIAL CURRENT BOARD OF DIRECTORS AND ARE COMMUNICATED TO THE SOCIAL CURRENT PEOPLE OPERATIONS (HUMAN RESOURCES) DEPARTMENT IN WRITING. THE PRESIDENT & CEO DETERMINES THE COMPENSATION FOR OTHER SOCIAL CURRENT STAFF, ALONG WITH RECOMMENDATIONS FROM THE EXECUTIVE LEADERSHIP TEAM. COMPENSATION DECISIONS FOR OTHER STAFF ARE MADE FACTORING IN ANNUAL PERFORMANCE MANAGEMENT AND COMPETITIVE COMPENSATION DATA. SOCIAL CURRENT HAS IMPLEMENTED A COMPENSATION PLAN TO FACILITATE ITS ABILITY TO ATTRACT, RETAIN, AND REWARD STAFF. THIS PROGRAM UTILIZES ANNUAL PERFORMANCE MANAGEMENT, PERIODIC EXTERNAL MARKET COMPARABILITY REVIEWS, AND SALARY ADMINISTRATION GUIDELINES. THE LAST COMPENSATION REVIEW TOOK PLACE IN THE FOURTH QUARTER OF 2023.
FORM 990, PART VI, SECTION C, LINE 19	SOCIAL CURRENT MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, FORM 990, FORM 1023, AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT P.O. BOX 3493, STURTEVANT, WI 53177 OR BY CALLING THE ORGANIZATION DIRECTLY AT 212-797-3000.
FORM 990, PART V, LINE 2A AND PART IX, LINES 5-10:	SOCIAL CURRENT HAS AN AGREEMENT IN PLACE WITH A PROFESSIONAL EMPLOYER ORGANIZATION TO PERFORM ITS PAYROLL FUNCTIONS, AND THEREFORE DOES NOT DIRECTLY ISSUE W-2S. ALL EMPLOYEES OF THE PROFESSIONAL EMPLOYER ORGANIZATION ARE COMMON LAW EMPLOYEES OF THE FILING ORGANIZATION AND THE WAGES, TAXES AND BENEFITS ARE REPORTED AS SUCH ON FORM 990, PARTS VII AND IX.
FORM 990, PART XI, LINE 9:	ADOPTION OF ASU 2016-13 66,266.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: SEE PART III, LINE 1.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	16
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	16
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	84
6	Total number of volunteers (estimate if necessary) .............	6	245
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	2,746,954	3,178,958
9	Program service revenue (Part VIII, line 2g) .........	9,176,051	10,791,101
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	366,751	463,170
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	351,391	262,800
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	12,641,147	14,696,029
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	814,423	605,248
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	7,672,576	9,104,108
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 876,056
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	5,225,804	5,749,263
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	13,712,803	15,458,619
19	Revenue less expenses. Subtract line 18 from line 12.......	-1,071,656	-762,590
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	25,680,067	24,648,118
21	Total liabilities (Part X, line 26).............	11,744,829	10,259,032
22	Net assets or fund balances. Subtract line 21 from line 20.....	13,935,238	14,389,086

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 4,841,159 including grants of $ ) (Revenue $ 8,453,226 )
	SOCIAL CURRENT'S MAIN PROGRAM IS COA ACCREDITATION. THE ACCREDITATION PROCESS IS AN INDEPENDENT, OBJECTIVE AND RELIABLE VERIFICATION THAT ORGANIZATIONS AND PROGRAMS QUALIFY FOR THE CONFIDENCE AND SUPPORT OF THEIR STAKEHOLDERS. IT INVOLVES A DETAILED REVIEW AND ANALYSIS OF AN ORGANIZATION'S OR PROGRAM'S ADMINISTRATIVE FUNCTIONS AND SERVICE DELIVERY PRACTICES. ALL ARE MEASURED AGAINST INTERNATIONAL STANDARDS OF BEST PRACTICE. SOCIAL CURRENT ACCREDITED 351 ORGANIZATIONS IN 2023.SOCIAL CURRENT ACCREDITED 268 ORGANIZATIONS UNDER ITS 8TH EDITION STANDARDS, 12 ORGANIZATIONS UNDER ITS PUBLIC STANDARDS AND 71 ORGANIZATIONS UNDER ITS CHILD AND YOUTH DEVELOPMENT PROGRAMS. SOCIAL CURRENT CONDUCTED 413 SITE VISITS INCLUDING 316 8TH EDITION REVIEWS, 15 PUBLIC REVIEWS, 82 CHILD AND YOUTH DEVELOPMENT REVIEWS. IN 2023 COA MADE 1,518 UPDATES TO EXISTING STANDARD SECTIONS.

4b	(Code: ) (Expenses $ 2,650,618 including grants of $ 605,248 ) (Revenue $ 5,000 )
	GRANTS AND DONATIONS ARE USED TO SUPPORT SOCIAL CURRENT'S WORK IN CHILD, FAMILY, AND COMMUNITY WELL-BEING TO TRANSFORM SYSTEMS AND ORGANIZATIONS THAT INTERFACE WITH CHILDREN AND FAMILIES AND ACTIVITIES THAT EQUIP POLICYMAKERS, PRACTITIONERS, AND ADVOCATES WITH THE TOOLS THEY NEED TO FUNDAMENTALLY REFORM CHILD WELFARE TO WORKING TO REDUCE CHILD ABUSE AND NEGLECT FATALITIES. THE FUNDS ALSO SUPPORT EQUITY, DIVERSITY, AND INCLUSION EFFORTS FOCUSED ON BUILDING ORGANIZATIONAL CAPACITY FOR EDI. FUNDS ALSO SUPPORT OUR WORK IN WORKFORCE RESILIENCE AND BRAIN SCIENCE TO ADVANCE UNDERSTANDING OF BRAIN-AWARE PERSPECTIVES AND STAY REGULATED, BUILD PSYCHOLOGICAL SAFETY, PRIORITIZE POSITIVE WORKPLACE CULTURE, AND INCREASE CONNECTION.

4c	(Code: ) (Expenses $ 2,121,117 including grants of $ ) (Revenue $ 1,291,921 )
	SPARK AND ENGAGEMENT PACKAGES: SPARK UNITES PRACTICE EXCELLENCE, INNOVATION, AND FEDERAL POLICY ADVOCACY TO ADVANCE OUR SECTOR'S IMPACT AND HELP ALL FAMILIES AND COMMUNTIES THRIVE. THIS IN-PERSON EVENT ELEVATED IMPORTANT CONVERSATIONS AROUND OUR MOST VEXING CHALLENGES AND SHOWCASED INSIGHT AND EXPERTISE FROM THE FIELD. THIS EVENT IS DESIGNED FOR LEADERS WHO ARE FUELED BY A COMMITMENT TO ADVANCE EQUITY AND IMPROVE THE WELL-BEING OF ALL PEOPLE. WE SHARED INSPIRATION AND PRACTICE TOOLS FOR IMPLEMENTING INNOVATIVE PRACTICE, POLICY, AND RESEARCH. ENGAGEMENT PACKAGES PROVIDE ACCESS TO A HOST OF TOOLS, RESOURCES, LEARNING, AND NETWORKING OPPORTUNITIES INCLUDING SPARK EXCHANGE GROUPS (PEER TO PEER NETWORKING), A KNOWLEDGE AND INSIGHTS CENTER (LIBRARY AND RESEARCH LIBRARIAN SERVICES), AND A RANGE OF WEBINARS AND SELF-PACED TRAININGS IN AREAS THAT SUPPORT THE IMPLEMENTATION OF BEST PRACTICES. WE ALSO REPRESENT THE POLICY INTERESTS OF THE NETWORK TO FEDERAL AND STATE LEGISLATURES AND EXECUTIVE BRANCHES AND DEPARTMENTS.

	(Code: ) (Expenses $ 982,443 including grants of $ ) (Revenue $ 1,025,204 )
	CONSULTING AND EDI: SOCIAL CURRENT'S GOAL IS TO MOVE TOWARDS UPSTREAM, INTEGRATED SOLUTIONS THAT PUT EQUITY AND COMMUNITY AT THE CENTER OF OUR WORK AND THE WORK OF OTHER HUMAN AND SOCIAL SERVICES ORGANIZATIONS. SOCIAL CURRENT'S OUTCOMES-FOCUSED LENS AND PARTNERSHIP APPROACH SUPPORTS ORGANIZATIONS TO BE HIGH IMPACT. THROUGH ITS STRATEGIC CONSULTING SERVICES, SOCIAL CURRENT'S TEAM WORKS TO CREATE CHAMPIONS FOR AN ORGANIZATION'S MISSION IMPACT AND FOR LARGER SYSTEMIC CHANGE.

	(Code: ) (Expenses $ 468,264 including grants of $ ) (Revenue $ )
	POLICY: SOCIAL CURRENT BELIEVES OUR COUNTRY THRIVES WHEN EVERYONE CAN REACH THEIR FULL POTENTIAL. WE WORK TOGETHER, WITH OUR FIELD AND SECTOR, TO ADVOCATE AND MOBILIZE AROUND PUBLIC POLICY ISSUES THAT HELP ALL PEOPLE REACH THEIR FULL POTENTIAL. SOCIAL CURRENT'S FEDERAL PUBLIC POLICY AGENDA POWERS OUR POLICY AND ADVOCACY EFFORTS, AS WE WORK TO BUILD AN EQUITABLE SOCIETY WHERE ALL PEOPLE THRIVE.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 1,450,707 including grants of $ ) (Revenue $ 1,025,204 )
4e	Total program service expenses11,063,601

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)			(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) JAMES CARR........................................................................ CFO	40.00 .......................	X		189,088	0	28,092
(19) LENORE SCHELL........................................................................ SR. VP STRATEGIC BUS. INNOVATION	40.00 .......................	X		155,321	0	25,479
(20) ARABELLA PEREZ DIRECTOR UNTIL........................................................................ 7/2023), COO (AS OF 8/2023)	40.00 .......................	X		52,888	0	9,150
(21) RUBY GOYAL-CARKEEK........................................................................ SVP, ACCREDITATION (UNTIL 4/2023)	40.00 .......................	X		56,421	0	2,257
(22) AMY TEMPLEMAN........................................................................ SR. DIR., CHILD & FAMILY WELL-BEING	40.00 .......................		X	171,741	0	6,870
(23) JOHN SIDOTI........................................................................ SR. DIR. OF INFORMATION TECHNOLOGY	40.00 .......................		X	136,249	0	33,850
(24) JOSEPH SEOANE........................................................................ SR. DIRECTOR - NETWORK RETENTION	40.00 .......................		X	139,779	0	25,954
(25) MICHAEL DE CICCO........................................................................ SR. DIR. OF MARKETING, COMMS & PR	40.00 .......................		X	140,901	0	24,874
(26) BLAIR ABELLE-KISER........................................................................ SR. DIR. OF GOV'T AFFAIRS & POLICY	40.00 .......................		X	131,701	0	5,268

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	1,555,552	0	194,005

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	700,581

f	All other contributions, gifts, grants, and similar amounts not included above		1f	2,478,377

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		3,178,958

		Business Code
2a	ACCREDITATION FEES	900099	6,040,758	6,040,758
b	SITE VISITS	900099	2,328,743	2,328,743
c	ENGAGEMENT PACKAGES	900099	1,010,880	1,010,880
d	CONSULT. & PROG. SERVICES	900099	780,988	780,988
e	REGISTRATION FEES	900099	349,891	334,141	15,750
f	All other program service revenue.		279,841	279,841
g	Total. Add lines 2a–2f .....		10,791,101

3 Investment income (including dividends, interest, and othersimilar amounts) ......			627,197			627,197
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	261,000
b	Less: rental expenses	6b	0
c	Rental income or (loss)	6c	261,000
d	Net rental income or (loss).......			261,000			261,000
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	6,895,462
b	Less: cost or other basis and sales expenses	7b	7,059,489
c	Gain or (loss)	7c	-164,027
d	Net gain or (loss).........			-164,027			-164,027
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	OTHER INCOME		900099	1,800			1,800
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			1,800
12	Total revenue. See instructions.....			14,696,029	10,775,351	0	741,720

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	569,248	569,248
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	36,000	36,000
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	932,370	469,450	412,306	50,614
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	6,263,546	5,229,561	560,852	473,133
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	242,833	202,259	22,144	18,430
9	Other employee benefits .......	1,095,484	890,328	123,365	81,791
10	Payroll taxes ...........	569,875	453,510	74,699	41,666
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	7,813		7,813
c	Accounting ...........	96,000		96,000
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	56,271		56,271
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	891,384	815,424	75,287	673
12	Advertising and promotion ....	170,614	109,825	281	60,508
13	Office expenses .......	53,656	6,099	36,833	10,724
14	Information technology ......	117,457	68,297	49,051	109
15	Royalties ..
16	Occupancy ...........	727,397	68,784	658,132	481
17	Travel ............	186,965	142,086	41,981	2,898
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	301,362	229,330	66,869	5,163
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	193,936	15,007	178,929
23	Insurance ...	87,356		87,356
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	VOL. TRAVEL & APPREC.	1,509,210	1,498,797	10,413
b	EQUIP. MAINT. & RENTAL	462,499	40,515	421,431	553
c	MERGER TRANSITION COSTS	375,000		279,758	95,242
d	HR SERVICE FEES	215,215	171,271	28,211	15,733
e	All other expenses	297,128	47,810	230,980	18,338
25	Total functional expenses. Add lines 1 through 24e	15,458,619	11,063,601	3,518,962	876,056
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			929,098	1	292,676
2	Savings and temporary cash investments .........			242,409	2	1,163,028
3	Pledges and grants receivable, net ......			186,144	3	38,542
4	Accounts receivable, net .............			1,569,490	4	1,695,607
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			203,432	9	158,636
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	2,100,494
b	Less: accumulated depreciation	10b	1,690,499	601,812	10c	409,995
11	Investments—publicly traded securities .			18,192,379	11	17,736,833
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			3,755,303	15	3,152,801
16	Total assets. Add lines 1 through 15 (must equal line 33)...			25,680,067	16	24,648,118

17	Accounts payable and accrued expenses .....	901,111	17	812,525
18	Grants payable ...		18
19	Deferred revenue .........	5,628,190	19	5,343,461
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	5,215,528	25	4,103,046
26	Total liabilities. Add lines 17 through 25..	11,744,829	26	10,259,032

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	11,788,882	27	11,564,013
28	Net assets with donor restrictions ...........	2,146,356	28	2,825,073
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	13,935,238	32	14,389,086
33	Total liabilities and net assets/fund balances ........	25,680,067	33	24,648,118

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No