Nonprofit · EIN 27-2870463
CALIFORNIA POLICY CENTER
Tax-exempt · TUSTIN, CA 92780
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,245,986 | $3,054,136 | $191,850 | $2,932,829 | $1,057,020 | $1,875,809 |
| December 31, 2024 | 990 | $2,294,990 | $2,202,515 | $92,475 | $1,652,671 | $71 | $1,652,600 |
| December 31, 2023 | 990 | $1,739,573 | $1,905,922 | -$166,349 | $1,365,335 | $500 | $1,364,835 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,120,715
- Program service revenue
- $0
- Investment income
- $73,946
- Net gain from sales of assets
- $62,132
- Other revenue
- $51,325
Expenses
- Grants and similar amounts paid
- $450,000
- Compensation of officers, directors and key employees
- $379,879
- Other salaries and wages
- $1,164,445
- Salaries, compensation and benefits (total)
- $1,544,324
- Professional fundraising fees
- $0
- Legal fees
- $120,513
- Accounting fees
- $31,440
- Occupancy
- $118,250
- Travel
- $86,361
- Program services (functional)
- $2,296,239
- Management and general (functional)
- $257,424
- Fundraising (functional)
- $500,473
Balance sheet and other
- Total assets, start of year
- $1,652,671
- Total assets, end of year
- $2,932,829
- Total liabilities, end of year
- $1,057,020
- Net assets, end of year
- $1,875,809
- Publicly traded securities
- $943,411
- Net assets without donor restrictions
- $1,875,809
- Gross receipts
- $3,325,140
- Employees
- 13
- Year formed
- 2011
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM SWAIM | CEO Officer | 40 | $183,559 | $25,031 |
| JACKSON REESE | EXEC VPSECRETARY Officer | 40 | $196,320 | $6,202 |
| LANCE CHRISTENSEN | VP GOVERNMENT AFFAIRS Highest-paid employee | 40 | $146,296 | $13,541 |
| DAWN COLLIER | COMMUNICATIONS DIRECTOR Highest-paid employee | 40 | $110,275 | $9,219 |
| BOB LOEWEN | CHAIRMAN Trustee or director, Officer | 4 | $0 | $0 |
| DALE OKUNO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GLENN WOODY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK BUCHER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DAVID BAHNSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIM PALMER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICK WADE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN PAUL LAKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| INGRID LAKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM SWAIM | PRESIDENT Officer | 40 | $203,152 |
| JACKSON REESE | EXEC VP SECRETARY Officer | 40 | $157,261 |
| LANCE CHRISTENSEN | VP GOVERNMENT AFFAIRS Highest-paid employee | 40 | $152,822 |
| DAWN COLLIER | COMMUNICATIONS DIR Highest-paid employee | 40 | $119,365 |
| BOB LOEWEN | DIRECTOR Trustee or director | 1 | $0 |
| DAVID BAHNSEN | DIRECTOR Trustee or director | 1 | $0 |
| STEVE BOROWSKI | DIRECTOR Trustee or director | 1 | $0 |
| MARK BUCHER | CEO Trustee or director, Officer | 4 | $0 |
| DALE OKUNO | DIRECTOR Trustee or director | 1 | $0 |
| JIM PALMER | DIRECTOR Trustee or director | 1 | $0 |
| PATRICK WADE | DIRECTOR Trustee or director | 1 | $0 |
| GLENN WOODY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM SWAIM | President Officer | 40 | $176,270 | $53,122 |
| MARK W BUCHER | CEO Trustee or director, Officer | 10 | $0 | $0 |
| ROBERT W LOEWEN | Director Trustee or director | 10 | $0 | $0 |
| DAVID BAHNSEN | Director Trustee or director | 1 | $0 | $0 |
| DALE OKUNO | Director Trustee or director | 1 | $0 | $0 |
| JIM PALMER | Director Trustee or director | 1 | $0 | $0 |
| PATRICK WADE | Director Trustee or director | 1 | $0 | $0 |
| GLENN D WOODY | Treasurer Officer | 4 | $0 | $0 |
| REBECCA HOLZ | Secretary Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 18002 IRVINE BLVD STE 108, TUSTIN, CA 92780-3321
- In care of
- % WILLIAM SWAIM
- Signed the 990
- WILLIAM SWAIM, CEO
- Phone
- (949) 381-1491
- Return prepared by
- John C Dahlin
California records
California keeps its own records of charities and corporations. Search them by EIN 27-2870463 or by the name CALIFORNIA POLICY CENTER.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE CALIFORNIA POLICY CENTER IS AN EDUCATIONAL NON-PROFIT WORKING FOR THE PROSPERITY OF ALL CALIFORNIANS BY ELIMINATING PUBLIC-SECTOR BARRIERS TO FREEDOM.
Program accomplishments
- STRATEGIC GRANTMAKING: STRATEGIC GRANTMAKING TO ORGANIZATIONS THAT SHARE OUR MISSION AND VISION BUT DIFFER ON STRATEGY. ACCOMPLISHMENTS: 1. DISTRIBUTED SUPPORT TO LOCAL DISASTER RELIEF CHARITIES IN RESPONSE TO THE LOS ANGELES WILDFIRES. 2. INCUBATED AND LAUNCHED THE CALIFORNIA JUSTICE CENTER.Expenses $719,876 · grants $450,000
- COMMUNICATIONS & EDUCATION: GREAT IDEAS DONT MATTER IF THEY JUST SIT ON A SHELF. OUR COMMUNICATIONS AND MARKETING TEAMS DEPLOY STRATEGIC COMMUNICATION CAMPAIGNS THROUGH TRADITIONAL AND NEW MEDIA TO CREATE INCREMENTAL CHANGE WITHIN THE HEARTS AND MINDS OF POLITICIANS, THE PRESS AND CALIFORNIANS THROUGHOUT THE STATE. ACCOMPLISHMENTS: XX MEDIA RADIO, PODCAST, OP-EDS HITS. HELPED EDUCATE 900,000 CALIFORNIANS ON THEIR CONSTITUTIONAL RIGHTS. DEVELOPED GROUNDBREAKING RESEARCH THAT DROVE INSIGHT INTO CALIFORNIAS CURRENT GOVERNANCE.Expenses $589,513
- COALITION BUILDING: UNITING PARENTS, COMMUNITY LEADERS, AND POLICY ALLIES TO CREATE A STRONGER STATEWIDE NETWORK FOR REFORM. THIS INCLUDES OUR PARENT UNION, OUR LOCAL ELECTED OFFICIALS NETWORK AND OUR WATER & ENERGY BUSINESS LEADERS COMMUNITY WE ARE BUILDING. ACCOMPLISHMENTS: PROVIDED POLICY SUPPORT AND EDUCATION TO OVER 300 CURRENT LOCAL ELECTED OFFICIALS. HELPED EDUCATE OVER 150 PARENT GROUP LEADERS AT OUR ANNUAL PARENT UNION SUMMIT. HOSTED WATER AND ENERGY BUSINESS LEADERS FOR ROUNDTABLES AND ABUNDANCE STRATEGY SESSIONS.Expenses $567,157
- RESEARCH: OUR RESEARCH TEAM PRODUCES INDEPENDENT, DATA-DRIVEN STUDIES THAT REVEAL THE REAL COSTS OF GOVERNMENT OVERREACH AND SPOTLIGHT PROVEN SOLUTIONS. THEY PUBLISH TIMELY REPORTS, REVEAL POLICY LANDMINES, AND ARM REFORMERS INSIDE AND OUTSIDE THE GOVERNMENT WITH THE CREDIBLE EVIDENCE THEY NEED TO WIN LASTING CHANGE. GROUNDBREAKING RESEARCH TOPICS INCLUDE SPECIAL INTEREST SPENDING IN ELECTIONS, WATER AND ENERGY INFRASTRUCTURE POLICY, TRANSPORTATION INFRASTRUCTURE DESIGN AND IMPLEMENTATION, UNION MEMBERSHIP SINCE THE 2018 JANUS DECISION.Expenses $256,419
- POLICY REFORM: THIS IS OUR TEAM ACTUALLY WORKING IN THE STATEHOUSE AND MUNICIPALITIES ACROSS THE STATE IMPLEMENTING REFORMS THAT WILL INCREASE QUALITY EDUCATION, MAKE HOUSING AFFORDABLE AGAIN AND DISMANTLE GOVERNMENT BARRIERS TO FREEDOM AND COMPETITION IN THE STATE. ACHIEVEMENTS: EDUCATED POLICY MAKERS, BUSINESS LEADERS AND CONCERNED CITIZENS ON PENDING LEGISLATION THOUGH EMAIL, JOURNALISM, EVENTS AND MEETINGS.Expenses $163,274
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-2870463
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $2,932,829
- Income (IRS master file)
- $3,325,140
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,245,986 | $3,054,136 | $2,932,829 | XML |
| 990 | December 2024 | $2,294,990 | $2,202,515 | $1,652,671 | XML |
| 990 | December 2023 | $1,739,573 | $1,905,922 | $1,365,335 | XML |
| 990 | December 2022 | $1,580,873 | $1,821,312 | $1,507,213 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-2870463).
Questions about CALIFORNIA POLICY CENTER
- What is the EIN of CALIFORNIA POLICY CENTER?
- The employer identification number (EIN) of CALIFORNIA POLICY CENTER is 27-2870463.
- Is CALIFORNIA POLICY CENTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to CALIFORNIA POLICY CENTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA POLICY CENTER file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA POLICY CENTER due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA POLICY CENTER last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of CALIFORNIA POLICY CENTER?
- The 990 for the year ended December 31, 2025 lists 13 people; 4 received compensation from the organization, the highest $183,559 (WILLIAM SWAIM, CEO).
- How much revenue does CALIFORNIA POLICY CENTER have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,245,986, expenses of $3,054,136 and total assets of $2,932,829 at year end.
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