POLICY & INNOVATION CENTER: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- POLICY & INNOVATION CENTER (EIN 87-1401636)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-02
- IRS object ID
- 202500929349301400
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-02T14:38:45-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4747 EXECUTIVE DR SUITE 1300 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871401636 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POLICY & INNOVATION CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POLI | BusinessNameControlTxt |
| Phone | 6192352300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2508 HISTORIC DECATUR ROAD 120 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES HOWELL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6192352300 | PhoneNum |
| Signature | 2025-04-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA J MAYER | PreparerPersonNm |
| PTIN | P00188643 | PTIN |
| Phone | 8586271400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Name Change | Yes (X) | NameChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO REGIONAL POLICY AND INNOVATION CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES HOWELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2508 HISTORIC DECATUR ROAD 120 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,491,002 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THINKPIC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2021 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE POLICY & INNOVATION CENTER'S (PIC) MISSION IS TO UNLOCK THE REGION'S POTENTIAL BY CULTIVATING AND BUILDING PARTNERSHIPS. OUR NICHE IS TO ADDRESS INTRACTABLE ISSUES THAT CAN ONLY BE SOLVED WITH CROSS-SECTOR, MULTI-JURISDICTIONAL COLLABORATIONS. PIC DEVELOPS, TESTS, AND IMPLEMENTS WORLD-CLASS RESEARCH AND POLICY-DRIVEN SOLUTIONS TO SUPPORT CLIMATE RESILIENCE, CRITICAL INFRASTRUCTURE, AFFORDABLE HOUSING, QUALITY JOBS, AND BUILDING COMMUNITY WEALTH FOR DISINVESTED COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,385,331 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,019,692 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $726,688 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,471,310 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,112,019 | PYTotalRevenueAmt |
| CY Total Revenue | $4,491,002 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,461,523 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,580,521 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $130,350 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,537,731 | PYOtherExpensesAmt |
| CY Other Expenses | $2,210,698 | CYOtherExpensesAmt |
| PY Total Expenses | $2,999,254 | PYTotalExpensesAmt |
| CY Total Expenses | $4,791,219 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,112,765 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$300,217 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,077,386 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,977,227 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,641,359 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,841,417 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $436,027 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $135,810 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE POLICY & INNOVATION CENTER'S (PIC) MISSION IS TO UNLOCK THE REGION'S POTENTIAL BY CULTIVATING AND BUILDING PARTNERSHIPS. OUR NICHE IS TO ADDRESS INTRACTABLE ISSUES THAT CAN ONLY BE SOLVED WITH CROSS-SECTOR, MULTI-JURISDICTIONAL COLLABORATIONS. PIC DEVELOPS, TESTS, AND IMPLEMENTS WORLD-CLASS RESEARCH AND POLICY-DRIVEN SOLUTIONS TO SUPPORT CLIMATE RESILIENCE, CRITICAL INFRASTRUCTURE, AFFORDABLE HOUSING, QUALITY JOBS, AND BUILDING COMMUNITY WEALTH FOR DISINVESTED COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE O.USING RESEARCH AND DATA ANALYSIS, THE POLICY & INNOVATION CENTER PRODUCED REGIONAL PLANS, INFORMED THE COUNTY OF SAN DIEGO'S CLIMATE ACTION PLAN, AND DEVELOPED MUNICIPAL FINANCING AND HOUSING SOLUTIONS, ALSO, THE POLICY & INNOVATION CENTER IDENTIFIED LOCAL GAPS IN BACCALAUREATE DEGREES TO ASSIST A COMMUNITY COLLEGE DISTRICT TO OFFER FOUR-YEAR DEGREE PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE O.APPLYING EQUITY FOCUSED RESEARCH TO OUR REGION'S MOST PRESSING CHALLENGES. FOUND SIGNIFICANT DISPARITIES IN EVERY DOMAIN AND DEMOGRAPHIC, BUT SOME OF THE STARKEST WERE RACIAL DISPARITIES IN EMPLOYMENT AND INCOME. COUNTINUED TO TRACK PROGRESS SAN DIEGO COUNTY YOUTH HAVE MADE DESPITE A VARIETY OF OBSTACLES FROM DISCRIMINATION TO HOMELESSNESS AND IDENTIFIED OPPORTUNITIES FOR TARGETED ASSISTANCE. EXAMINED DRIVERS ON WATER PRICES AND POTENTIAL FINANCIAL SOLUTIONS TO MITIGATE WATER POVERTY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE O.APPLICATIONS, CONTRACT PROPOSALS AND RESEARCH LED TO AWARDS TOTALING OVER $15 MILLION TO THE REGION, ALONGSIDE CONTINUED GRANTS OF $4.5 MILLION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,352,603 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,471,310 | RevenueAmt |
| Desc | THE ORGANIZATION HAS BEEN:(1) BRINGING TOGETHER AND FOSTERING COLLABORATION AND CONSENSUS AMONG LOCAL GOVERNMENTAL BODIES, COMMUNITY LEADERS, RESEARCHERS, SUBJECT MATTER EXPERTS, AND STAKEHOLDERS FROM ACROSS THE REGION;(2) COLLECTING AND ANALYZING DATA AND CONDUCTING RIGOROUS ORIGINAL RESEARCH TO HELP EFFECTIVELY ADDRESS THE REGION'S PUBLIC INFRASTRUCTURE, HEALTH, HOUSING, ENVIRONMENTAL AND OTHER COMMUNITY NEEDS, AND MAKING THE RESULTS PUBLICLY AVAILABLE;(3) DEVELOPING AND HELPING IMPLEMENT INNOVATIVE STRATEGIES AND SOLUTIONS BASED ON THAT DATA RESEARCH;(4) HELPING LOCAL GOVERNMENTAL BODIES INCREASE FEDERAL GRANT FUNDING AND IDENTIFY AND OBTAIN OTHER FUNDING RESOURCES TO ADDRESS PUBLIC NEEDS ACROSS THE REGION; AND(5) SHARING THE RESEARCH, RESULTS, POLICIES AND INNOVATIONS NATIONALLY, TO BENEFIT THE PUBLIC IN OTHER REGIONS OF THE U.S. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,352,603 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $2,471,310 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,352,603 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES HOWELL | PersonNm |
| Phone | 6192352300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2508 HISTORIC DECATUR ROAD NO 120 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BEN HADDAD | ||||||||
| CHAIR | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CONSTANCE CARROLL | ||||||||
| DIRECTOR, IMMEDIATE PAST VICE CHAIR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERNEST RADY | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES HOWELL | ||||||||
| TREASURER | 0.50 | 42.50 | Yes (X) | Yes (X) | $0 | $415,597 | $70,994 | |
| LISA CUESTAS | ||||||||
| DIRECTOR, AUDIT CHAIR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK STUART | ||||||||
| DIRECTOR | 0.50 | 41.20 | Yes (X) | $0 | $597,886 | $91,347 | ||
| MEL KATZ | ||||||||
| SECRETARY | 0.50 | 1.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHEL ANDERSON | ||||||||
| DIRECTOR, VICE AUDIT CHAIR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| P KAY COLEMAN | ||||||||
| VICE CHAIR | 0.50 | 1.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN DAVIS | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN GUINN | ||||||||
| CEO, PRESIDENT | 20.00 | 40.00 | Yes (X) | Yes (X) | $0 | $672,993 | $48,244 | |
| DANIEL ENERMARK | ||||||||
| VP, CHIEF ECONOMIST | 40.00 | 0.00 | $207,692 | $0 | $18,891 | Yes (X) | ||
| MICHELLE ZALOOM | ||||||||
| CONTROLLER | 40.00 | 0.00 | $176,246 | $0 | $55,114 | Yes (X) | ||
| AUDRA M LEE | ||||||||
| DIRECTOR OF GOVERNMENT GRANTS | 40.00 | 0.00 | $146,764 | $0 | $26,102 | Yes (X) | ||
| KAREN BOYD | ||||||||
| ECONOMIST, DIRECTOR OF RESEARCH | 40.00 | 0.00 | $131,354 | $0 | $10,763 | Yes (X) | ||
| JAMAL RUSSELL BLACK | ||||||||
| SENIOR OFFICER, ANALYTICS & IMPACT | 40.00 | 0.00 | $122,558 | $0 | $9,577 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $784,614 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,686,476 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $331,032 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SAN DIEGO WORKFORCE PARTNERSHIP | |||||
| 9246 LIGHTWAVE AVENUE SUITE 210 | SAN DIEGO | CA | 92123 | JOB DEVELOPMENT & TRAINING SUPPORT | $176,115 |
| J WALCHER COMMUNICATIONS INC | |||||
| 1940 MARKET STREET | SAN DIEGO | CA | 92102 | PUBLIC RELATIONS & MARKETING | $112,697 |
| SHEPPARD MULLIN RICHTER & HAMPTON | |||||
| 333 S HOPE ST 43RD FLR | LOS ANGELES | CA | 90071 | LEGAL SERVICES | $108,299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $850,000 | RelatedOrganizationsAmt |
| Government Grants | $1,169,692 | GovernmentGrantsAmt |
| Total Contributions | $2,019,692 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESEARCH PROGRAM REVEN | 541700 | $2,342,100 | $2,342,100 |
| SHARED SERVICES | 525920 | $129,210 | $129,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,471,310 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,491,002 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,471,310 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,903,719 | TotalAmt |
| Program Services | $1,126,880 | ProgramServicesAmt |
| Management And General | $701,064 | ManagementAndGeneralAmt |
| Fundraising | $75,775 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,000 | TotalAmt |
| Program Services | $139,569 | ProgramServicesAmt |
| Management And General | $97,046 | ManagementAndGeneralAmt |
| Fundraising | $9,385 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,168 | TotalAmt |
| Program Services | $161,792 | ProgramServicesAmt |
| Management And General | $112,497 | ManagementAndGeneralAmt |
| Fundraising | $10,879 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,634 | TotalAmt |
| Program Services | $82,626 | ProgramServicesAmt |
| Management And General | $57,452 | ManagementAndGeneralAmt |
| Fundraising | $5,556 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,299 | TotalAmt |
| Program Services | $7,096 | ProgramServicesAmt |
| Management And General | $101,203 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,850 | TotalAmt |
| Program Services | $4,904 | ProgramServicesAmt |
| Management And General | $69,946 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,443,781 | TotalAmt |
| Program Services | $725,600 | ProgramServicesAmt |
| Management And General | $718,181 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,412 | TotalAmt |
| Program Services | $8,400 | ProgramServicesAmt |
| Management And General | $8,012 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,642 | TotalAmt |
| Program Services | $402 | ProgramServicesAmt |
| Management And General | $112,830 | ManagementAndGeneralAmt |
| Fundraising | $18,410 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,223 | TotalAmt |
| Management And General | $7,223 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHARED SERVICES | Desc |
| Total | $134,253 | TotalAmt |
| Management And General | $134,253 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,238 | TotalAmt |
| Program Services | $95,334 | ProgramServicesAmt |
| Management And General | $188,559 | ManagementAndGeneralAmt |
| Fundraising | $10,345 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,791,219 | TotalAmt |
| Program Services | $2,352,603 | ProgramServicesAmt |
| Management And General | $2,308,266 | ManagementAndGeneralAmt |
| Fundraising | $130,350 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,461,717 | BOYAmt |
| EOY | $2,408,438 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,971 | BOYAmt |
| EOY | $49,435 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,762 | BOYAmt |
| EOY | $575,186 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,351 | BOYAmt |
| EOY | $48,403 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,122 | BOYAmt |
| EOY | $16,872 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $132,640 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,882 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,716 | BOYAmt |
| EOY | $87,758 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $857,747 | BOYAmt |
| EOY | $791,135 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,077,386 | BOYAmt |
| EOY | $3,977,227 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,345 | BOYAmt |
| EOY | $141,108 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,308,243 | BOYAmt |
| EOY | $2,169,453 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,203,771 | BOYAmt |
| EOY | $1,530,856 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,641,359 | BOYAmt |
| EOY | $3,841,417 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,689 | BOYAmt |
| EOY | $18,764 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $433,338 | BOYAmt |
| EOY | $117,046 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $436,027 | BOYAmt |
| EOY | $135,810 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,077,386 | BOYAmt |
| EOY | $3,977,227 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$300,217 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,596,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,385,331 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,019,692 | CurrentTaxYearAmt |
| Total | $7,001,468 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,596,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,385,331 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,019,692 | CurrentTaxYearAmt |
| Total | $7,001,468 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $49,330 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,952,138 | PublicSupportTotal170Amt |
| Total Support | $7,001,468 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,274,665 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $55,859 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,449 | DepreciationAmt |
| Book Value | $54,410 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,781 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,433 | DepreciationAmt |
| Book Value | $33,348 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $87,758 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSITS | $5,000 |
| RIGHT OF USE ASSET | $786,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $791,135 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED PARTY | $702,920 |
| LEASE LIABILITY | $827,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,530,856 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,945,309 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $454,307 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $454,307 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,491,002 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,491,002 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,245,526 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $454,307 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $454,307 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,791,219 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,791,219 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PIC IS EXEMPT FROM INCOME TAXES UNDER THE CURRENT PROVISIONS OF THE INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND SECTION 23701(D) OF THE CALIFORNIA FRANCHISE TAX CODE. ALL TAX-EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE, AND OTHER APPLICABLE AGENCIES. SUCH AGENCIES MAY REVIEW THE TAXABILITY OF UNRELATED BUSINESS INCOME OR THE QUALIFICATION OF THE TAX-EXEMPT ENTITY UNDER THE IRC AND APPLICABLE STATE STATUTES. PIC DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN GUINN | ||||||||||||||
| CEO, PRESIDENT | $0 | $571,435 | $0 | $101,558 | $0 | $0 | $0 | $47,554 | $0 | $690 | $0 | $721,237 | $0 | $0 |
| MARK STUART | ||||||||||||||
| DIRECTOR | $0 | $503,279 | $0 | $94,607 | $0 | $0 | $0 | $68,055 | $0 | $23,292 | $0 | $689,233 | $0 | $0 |
| JAMES HOWELL | ||||||||||||||
| TREASURER | $0 | $380,247 | $0 | $35,350 | $0 | $0 | $0 | $40,452 | $0 | $30,542 | $0 | $486,591 | $0 | $0 |
| MICHELLE ZALOOM | ||||||||||||||
| CONTROLLER | $162,708 | $0 | $13,538 | $0 | $0 | $0 | $26,901 | $0 | $28,213 | $0 | $231,360 | $0 | $0 | $0 |
| DANIEL ENERMARK | ||||||||||||||
| VP, CHIEF ECONOMIST | $207,692 | $0 | $0 | $0 | $0 | $0 | $8,308 | $0 | $10,583 | $0 | $226,583 | $0 | $0 | $0 |
| AUDRA M LEE | ||||||||||||||
| DIRECTOR OF GOVERNMENT GRANTS | $136,687 | $0 | $10,077 | $0 | $0 | $0 | $12,804 | $0 | $13,298 | $0 | $172,866 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | EXECUTIVE OFFICER COMPENSATION FOR THE CEO OF THE POLICY & INNOVATION CENTER WAS DETERMINED BASED ON THE ADVICE OF AN INDEPENDENT EXPERT COMPENSATION CONSULTANT AND IN ACCORDANCE WITH THE PROCESS TO QUALIFY UNDER FEDERAL TAX LAW FOR A REBUTTABLE PRESUMPTION THAT THE COMPENSATION IS REASONABLE. THE COMPENSATION REFLECTS THE AMOUNT PAID BY THE SAN DIEGO FOUNDATION TO ITS CHIEF INNOVATION OFFICER AND AN IN-KIND DONATION TO SUPPORT THE CEO POSITION AT THE POLICY & INNOVATION CENTER. OTHER COMPENSATION INCLUDES THE COMPENSATION PAID BY THE SAN DIEGO FOUNDATION FOR ITS CEO AND CFO, WHO ALSO SERVE AS NON-PAID DIRECTORS ON THE POLICY & INNOVATION CENTER'S BOARD. |
| PART I, LINE 7 | NONDISCRETIONARY BONUS PAYMENTS WERE PAID BASED ON PERSONS MEETING GOALS SET BY AND APPROVED BY BOARD OF GOVERNORS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION'S ARTICLES OF INCORPORATION WERE AMENDED APRIL 17, 2024 TO CHANGE ITS NAME FROM "SAN DIEGO REGIONAL POLICY AND INNOVATION CENTER" TO "POLICY & INNOVATION CENTER". |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SAN DIEGO FOUNDATION IS THE SOLE MEMBER OF THE ORGANIZATION. THE SOLE MEMBER MUST APPROVE THE ELECTION OF THE BOARD MEMBERS. IN ADDITION IT HAS OTHER RIGHTS UNDER CALIFORNIA NONPROFIT LAW AND AS CUSTOMARY FOR THE SOLE MEMBER OF A NONPROFIT, SUCH AS TO APPROVE AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS AND FUNDAMENTAL CHANGES SUCH AS A MERGER OR DISSOLUTION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SAN DIEGO FOUNDATION, SOLE MEMBER, MUST APPROVE THE ELECTION AND REMOVAL OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SAN DIEGO FOUNDATION MUST APPROVE AMENDMENTS TO THE GOVERNING DOCUMENTS, MERGER, CONSOLIDATION AND JOINT VENTURE, SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION AND DISSOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT AND RISK COMMITTEES OF THE BOARD FOR ACCURACY AND COMPLETENESS. A COMPLETE COPY OF THE FINAL VERSION OF THE FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE THE RETURN WAS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO EACH BOARD MEMBER ANNUALLY, AND THEY ARE REQUIRED TO COMPLETE AND SIGN A CONFLICTS DISCLOSURE FORM ANNUALLY. BOARD MEMBERS ARE ALSO REQUIRED TO DISCLOSE ANY CONFLICTS AS THEY ARISE DURING THE YEAR. ANY DISCLOSED CONFLICTS ARE MANAGED IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, WHICH INCLUDES REQUIRING RECUSAL OF THE CONFLICTED DIRECTOR FROM THE DELIBERATION AND VOTE BY THE BOARD OR BOARD COMMITTEE AND APPROPRIATE DOCUMENTATION OF THE PROCESS, TO ENSURE THAT ANY CONFLICTS ARE MANAGED BY INDEPENDENT DIRECTORS IN THE ORGANIZATION'S BEST INTEREST. THE CONFLICT OF INTEREST POLICY IS CONSISTENT WITH THE IRS' TEMPLATE CONFLICT OF INTEREST POLICY AND APPLICABLE STATE LAW. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE OFFICER COMPENSATION FOR THE CEO OF THE POLICY & INNOVATION CENTER WAS DETERMINED BASED ON THE ADVICE OF AN INDEPENDENT EXPERT COMPENSATION CONSULTANT AND IN ACCORDANCE WITH THE PROCESS TO QUALIFY UNDER FEDERAL TAX LAW FOR A REBUTTABLE PRESUMPTION THAT THE COMPENSATION IS REASONABLE. THE COMPENSATION REFLECTS THE AMOUNT PAID BY THE SAN DIEGO FOUNDATION TO ITS CHIEF INNOVATION OFFICER AND AN IN-KIND DONATION TO SUPPORT THE CEO POSITION AT THE POLICY & INNOVATION CENTER. OTHER COMPENSATION INCLUDES THE COMPENSATION PAID BY THE SAN DIEGO FOUNDATION FOR ITS CEO AND CFO, WHO ALSO SERVE AS NON-PAID DIRECTORS ON THE POLICY & INNOVATION CENTER'S BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND IN THE ANNUAL REPORT. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| PART V LINE 1A, 2A, AND PART VII, SECTION A: | ALL WAGES, BENEFITS, PENSION CONTRIBUTIONS, AND PAYROLL TAXES ARE PAID BY THE SAN DIEGO FOUNDATION. THESE EXPENSES ARE REIMBURSED BY THE POLICY AND INNOVATION CENTER, UNDER A SHARED SERVICE AGREEMENT OR PROVIDED BY THE SAN DIEGO FOUNDATION IN-KIND. THE AMOUNT LISTED ON FORM 990, PART VII, SECTION A, REPRESENTS COMPENSATION PAID BY THE SAN DIEGO FOUNDATION TO ITS CHIEF INNOVATION OFFICER AND AN IN-KIND DONATION TO SUPPORT THE CEO POSITION AT THE POLICY & INNOVATION CENTER. OTHER COMPENSATION SHOWN INCLUDES THE COMPENSATION PAID BY THE SAN DIEGO FOUNDATION FOR ITS CEO AND CFO, WHO ALSO SERVE AS NONPAID DIRECTORS ON THE POLICY & INNOVATION CENTER'S BOARD. |
| FORM 990, PART IX, LINE 11G | CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 725,600. MANAGEMENT AND GENERAL EXPENSES 718,181. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,443,781. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE SAN DIEGO FOUNDATION | |||||||||||
| 2508 HISTORIC DECATUR RD 200 | SAN DIEGO | CA | 92106 | 952942582 | GRANT MAKING | CA | 501(C)(3) | LINE 8 | N/A | 0 | |
| ALLIANCE TO THE SAN DIEGO REGIONAL POLICY AND INNOVATION CENTER | |||||||||||
| 2508 HISTORIC DECATUR RD 120 | SAN DIEGO | CA | 92106 | 923860851 | PROMOTE SOCIAL WELFARE | CA | 501(C)(4) | N/A | Yes (1) | POLICY & INNOVATION CENTER | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INNOVATION & RESILIENCE VENTURES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2508 HISTORIC DECATUR RD 120 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 923144611 | EIN |
| Primary Activities | PUBLIC BENEFIT | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POLICY & INNOVATION CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of EOY Assets | $11,450 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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