2024-09-24T19:01:33-05:00 2023-12-31 465577902 RICHARDSON & COMPANY LLP 550 HOWE AVENUE SUITE 210 SACRAMENTO CA 95825 990 2023-01-01 680346784 CALIFORNIA BUDGET & POLICY CENTER CALI 9164440500 1107 9TH STREET 310 SACRAMENTO CA 95814 CHRISTOPHER HOENE EXCUTIVE DIRECTOR 9164440500 2024-09-18 1 0 CURT JENSON P01208626 9165648727 2024-09-18 2023 2024-08-08 14:25:15Z CHRISTOPHER HOENE 1107 9TH STREET 310 SACRAMENTO CA 95814 6669373 0 X WWW.CALBUDGETCENTER.ORG X 1994 CA THE CALIFORNIA BUDGET & POLICY CENTER (BUDGET CENTER) IS A NONPARTISAN, RESEARCH AND ANALYSIS NONPROFIT COMMITTED TO ADVANCING PUBLIC POLICIES THAT IMPROVE THE LIVES OF CALIFORNIANS WHO ARE DENIED OPPORTUNITIES TO SHARE IN THE STATE'S WEALTH AND DESERVE THE DIGNITY AND SUPPORT TO LEAD THRIVING LIVES IN OUR COMMUNITIES.WE HIGHLIGHT INEQUITIES IN OUR STATE - SPECIFICALLY IN BUDGET CHOICES AND PUBLIC POLICIES AFFECTING LOW AND MIDDLE INCOME HOUSEHOLDS, WOMEN, IMMIGRANTS, AMERICAN INDIANS, ASIAN, BLACK, LATINX, AND PACIFIC ISLANDER CALIFORNIANS, AS WELL AS OTHER CALIFORNIANS OF COLOR, PEOPLE WITH DISABILITIES, AND LGBTQ+ CALIFORNIANS - AND IDENTIFY POLICY PATHWAYS THAT EXPAND ECONOMIC OPPORTUNITIES AND PROMOTE WELL-BEING FOR ALL CALIFORNIANS. 15 15 21 23 0 0 2374036 6451510 162104 118527 35084 99336 0 -13833 2571224 6655540 0 164000 0 0 2768484 2454458 0 0 19230 499016 776794 3267500 3395252 -696276 3260288 6199058 9764779 412765 661396 5786293 9103383 X THE CALIFORNIA BUDGET & POLICY CENTER WORKS TO ADVANCE PUBLIC POLICIES THAT IMPROVE THE LIVES OF CALIFORNIANS WHO ARE DENIED OPPORTUNITIES TO SHARE IN THE STATE'S WEALTH AND DESERVE THE DIGNITY AND SUPPORT TO LEAD THRIVING LIVES IN OUR COMMUNITIES. WE WORK TOWARD THIS GOAL BY PROVIDING DEPENDABLE, TIMELY, POLICY GUIDANCE AND SOLUTIONS THROUGH OUR INDEPENDENT RESEARCH AND ANALYSIS, AND ENGAGING IN STRATEGIC COLLABORATIONS AND COMMUNICATIONS TO EXPAND EQUITABLE ECONOMIC OPPORTUNITIES AND PROMOTE WELL-BEING FOR ALL CALIFORNIANS. 1 0 1916 THE BUDGET CENTER DISTRIBUTES RESEARCH AND ANALYSIS BY PRODUCING BOTH LONG- AND SHORT-FORM PUBLICATIONS. THE BUDGET CENTER PRODUCED 42 ANALYSES IN 2023 TO ADVANCE PUBLIC POLICIES TO CREATE A MORE EQUITABLE CALIFORNIA THAT WERE PUBLISHED ON OUR WEBSITE AND DISTRIBUTED TO OUR EMAIL SUBSCRIBER LIST WHICH AVERAGED 8,770 SUBSCRIBERS. OUR WEBSITE HAD A TOTAL OF 228,000 VISITORS. THE BUDGET CENTER IS A TRUSTED SOURCE OF RELIABLE INFORMATION FOR THE MEDIA, FEATURED IN 200 UNIQUE ARTICLES AND 106 BROADCAST SPOTS IN 2023. WE ALSO DISTRIBUTE OUR PUBLICATIONS THROUGH SOCIAL MEDIA, ESPECIALLY TWITTER, WHERE WE MAINTAINED AN AVERAGE OF 10,000 FOLLOWERS AND HAD AN AVERAGE OF 24,790 IMPRESSIONS PER MONTH. 3112895 61611 THE BUDGET CENTER ALSO MAINTAINS RELATIONSHIPS WITH ADVOCACY PARTNERS ACROSS THE STATE BY PARTICIPATING IN SPEAKING ENGAGEMENTS, SERVING ON BOARDS AND COMMITTEES, AND PROVIDING TECHNICAL ASSISTANCE. OUR STAFF SERVED ON 33-37 BOARDS OR COMMITTEES AT ANY GIVEN TIME THROUGHOUT THE YEAR, PARTICIPATED IN 83 SPEAKING ENGAGEMENTS, AND FULFILLED 189 TECHNICAL ASSISTANCE REQUESTS FROM STATE AND LOCAL ADVOCATES AND POLICYMAKERS AND THEIR STAFF. THESE PARTNERSHIPS HELP MAXIMIZE OUR IMPACT TO CREATE MORE EQUITABLE POLICY FOR ALL CALIFORNIANS.THE BUDGET CENTER HOSTED NINE VIRTUAL EVENTS IN 2023 WITH 3,790 REGISTRANTS AND ONE IN PERSON EVENT WITH 322 REGISTRANTS. 164000 THE BUDGET CENTER ALSO SERVES AS A PARTNER AND CO-HOST IN THE BUDGET POWER PROJECT, A PARTNERSHIP WITH CATALYST CALIFORNIA AND THE MILLION VOTERS PROJECT TO BUILD LOCAL AND STATE BUDGET ADVOCACY CAPACITY TO ENSURE EQUITABLE OUTCOMES FOR LOCAL BUDGET DECISIONS THROUGH EDUCATION, TRAINING, TECHNICAL ASSISTANCE, CAPACITY BUILDING, AND PEER LEARNING. 3112895 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 21 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 9164440500 1107 9TH STREET 310 SACRAMENTO CA 95814 VERONICA CARRIZALES CHAIR 0.50 X X 0 0 0 SHIMICA GASKINS VICE-CHAIR/SECRETARY 0.50 X X 0 0 0 EMILY GORDON TREASURER 0.50 X X 0 0 0 CHRIS BENNER BOARD MEMBER 0.50 X 0 0 0 CATHY CHA BOARD MEMBER 0.50 X 0 0 0 CRYSTAL CRAWFORD BOARD MEMBER 0.50 X 0 0 0 NATALIE FOSTER BOARD MEMBER 0.50 X 0 0 0 TIM GAGE BOARD MEMBER 0.50 X 0 0 0 TRACY GORDON BOARD MEMBER 0.50 X 0 0 0 RUTH HOLTON-HODSON BOARD MEMBER 0.50 X 0 0 0 HILARY HOYNES BOARD MEMBER 0.50 X 0 0 0 JOHN KIM BOARD MEMBER 0.50 X 0 0 0 TIA ORR BOARD MEMBER 0.50 X 0 0 0 MICHAEL TUBBS BOARD MEMBER 0.50 X 0 0 0 ANTHONY E WRIGHT BOARD MEMBER 0.50 X 0 0 0 CHRISTOPHER HOENE EXECUTIVE DIRECTOR 40.00 X 231422 0 44939 SCOTT GRAVES DIRECTOR OF RESEARCH 40.00 X 183250 0 47572 JANICE SELBY DIRECTOR OF OPERATIONS 40.00 X 155398 0 31645 JONATHAN KAPLAN SENIOR POLICY ANALYST 40.00 X 140370 0 40606 ALISSA ANDERSON SENIOR POLICY ANALYST 40.00 X 164091 0 16421 MAURCIO TORRES DIRECTOR OF COMMUNICATIONS 40.00 X 134317 0 15181 1008848 0 196364 13 0 1 0 0 150000 6301510 6451510 CONFERENCES 900099 61611 61611 QUALIFIED SPONSORSHIP 900099 55000 55000 PUBLICATIONS AND SUBSC 900099 1916 1916 118527 99336 99336 0 13833 -13833 -13833 6655540 63527 0 140503 164000 164000 276361 264063 10364 1934 1689637 1614448 63362 11827 138504 132340 5194 970 180778 172734 6779 1265 169178 161650 6344 1184 4100 3946 154 50 50 152880 8619 144261 26813 25801 1006 6 3588 3588 131864 126919 4945 28521 27451 1070 188430 181364 7066 31123 29956 1167 6358 6120 238 STAFF DEVELOPMENT 84698 81522 3176 MISCELLANEOUS 56634 54511 2123 PUBLICATIONS 40887 39354 1533 WORKERS COMPENSATION 9949 9506 373 70 10899 8591 334 1974 3395252 3112895 263127 19230 1261194 1143352 2952256 6600512 1783675 1579000 89119 71556 188718 111676 108165 77042 4649 293317 6199058 9764779 402765 363770 10000 0 297626 412765 661396 X 2431053 2983906 3355240 6119477 5786293 9103383 6199058 9764779 3260288 56802 0 X 0 1 X 1 0 X 3050148 2317245 5111381 2374036 6506510 19359320 3050148 2317245 5111381 2374036 6506510 19359320 6157866 13201454 37076 42216 36692 35084 99336 250404 19609724 1235729 0.67320 0.77100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8203 8203 3387049 3395252 319763 79941 0 0 283752 292189 313375 319763 1209079 1813619 7238 8203 15441 70938 73047 78344 79941 302270 453405 188718 111676 77042 77042 LEASE LIABILITY 297626 297626 X 7003244 56802 277119 333921 6669323 50 -13833 -13783 6655540 3686154 290952 290952 3395202 50 50 3395252 PART X, LINE 2: MANAGEMENT OF THE CENTER HAS EVALUATED THE TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIES. MANAGEMENT DOES NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST. PART XI, LINE 2D - OTHER ADJUSTMENTS: EMPLOYEE RETENTION CREDIT 277,119. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -13,833. PART XII, LINE 2D - OTHER ADJUSTMENTS: WAGES REDUCTION DUE TO EMPLOYEE RETENTION CREDIT 277,119. DIRECT FUNDRAISING EXPENSES 13,833. 1 CATALYST CALIFORNIA PO BOX 39347 LOS ANGELES CA 90039 954835230 501(C)(3) 36000 0 PURPOSE OF GRANT WAS TO SUPPORT THE DEVELOPMENT OF A STATEWIDE BUDGET EQUITY NARRATIVE FRAMEWORK (BUDGET POWER PROJECT). CALIFORNIA CALLS EDUCATION FUND 4801 EXPOSITION BLVD LOS ANGELES CA 90016 462301623 501(C)(3) 128000 0 PURPOSE OF GRANT WAS TO SUPPORT THE DEVELOPMENT OF A STATEWIDE BUDGET EQUITY NARRATIVE FRAMEWORK (BUDGET POWER PROJECT). 2 PART I, LINE 2: GRANTS ARE MADE TO OTHER 501(C)(3) ORGANIZATIONS TO SUPPORT THE DEVELOPMENT OF A STATEWIDE BUDGET EQUITY NARRATIVE FRAMEWORK (BUDGET POWER PROJECT). 1 X 0 0 0 0 0 0 0 0 0 CHRISTOPHER HOENE EXECUTIVE DIRECTOR 231422 0 0 0 0 0 23589 0 21350 0 276361 0 0 0 SCOTT GRAVES DIRECTOR OF RESEARCH 183250 0 0 0 0 0 18501 0 29071 0 230822 0 0 0 JANICE SELBY DIRECTOR OF OPERATIONS 155398 0 0 0 0 0 15626 0 16019 0 187043 0 0 0 JONATHAN KAPLAN SENIOR POLICY ANALYST 140370 0 0 0 0 0 14523 0 26083 0 180976 0 0 0 ALISSA ANDERSON SENIOR POLICY ANALYST 164091 0 0 0 0 0 16409 0 12 0 180512 0 0 0 FORM 990, PART III, LINE 2 THE BUDGET CENTER SERVES AS A PARTNER AND CO-HOST IN THE BUDGET POWER PROJECT, A PARTNERSHIP WITH CATALYST CALIFORNIA AND THE MILLION VOTERS PROJECT TO BUILD LOCAL AND STATE BUDGET ADVOCACY CAPACITY TO ENSURE EQUITABLE OUTCOMES FOR LOCAL BUDGET DECISIONS THROUGH EDUCATION, TRAINING, TECHNICAL ASSISTANCE, CAPACITY BUILDING, AND PEER LEARNING. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE ORGANIZATION'S CERTIFIED PUBLIC ACCOUNTING FIRM AND REVIEWED BY THE EXECUTIVE DIRECTOR PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM YEARLY AT A LATE SUMMER BOARD MEETING. THE FORMS ARE FILED ON THE PREMISES. ALL EMPLOYEES COMPLETE A CONFLICT OF INTEREST FORM UPON HIRE AND ON A YEARLY BASIS. ALL BOARD MEMBERS AND EMPLOYEES COMPLETE AND TURN IN THE COMPLETED CONFLICT OF INTEREST FORM. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS DISCUSSED BY THE BOARD DURING A SCHEDULED BOARD MEETING IN CONJUNCTION WITH THE ANNUAL WRITTEN EVALUATION. THE BOARD APPROVES THE ANNUAL COMPENSATION AND THE BOARD CHAIR SIGNS THE WRITTEN EVALUATION DOCUMENTING THE APPROVAL. EACH KEY EMPLOYEE'S COMPENSATION IS DETERMINED IN CONJUNCTION WITH AN ANNUAL WRITTEN EVALUATION BY THE DIRECTOR'S SUPERVISOR. THE SUPERVISOR AND THE EMPLOYEE SIGN THE WRITTEN EVALUATION DOCUMENTING THE APPROVED COMPENSATION. A SALARY MEMO IS SIGNED BY BOTH THE EMPLOYEE AND THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST