CALIFORNIA BUDGET & POLICY CENTER: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA BUDGET & POLICY CENTER (EIN 68-0346784)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-24
- IRS object ID
- 202402689349301830
- Schema version
- 2023v5.1
- 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 | 2024-09-24T19:01:33-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 465577902 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARDSON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 HOWE AVENUE SUITE 210 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95825 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680346784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA BUDGET & POLICY CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 9164440500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 9TH STREET 310 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER HOENE | PersonNm |
| Person Title | EXCUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9164440500 | PhoneNum |
| Signature | 2024-09-18 | 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 | CURT JENSON | PreparerPersonNm |
| PTIN | P01208626 | PTIN |
| Phone | 9165648727 | PhoneNum |
| Preparation | 2024-09-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER HOENE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 9TH STREET 310 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,669,373 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CALBUDGETCENTER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,374,036 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,451,510 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $162,104 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $118,527 | CYProgramServiceRevenueAmt |
| PY Investment Income | $35,084 | PYInvestmentIncomeAmt |
| CY Investment Income | $99,336 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$13,833 | CYOtherRevenueAmt |
| PY Total Revenue | $2,571,224 | PYTotalRevenueAmt |
| CY Total Revenue | $6,655,540 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $164,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,768,484 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,454,458 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $19,230 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $499,016 | PYOtherExpensesAmt |
| CY Other Expenses | $776,794 | CYOtherExpensesAmt |
| PY Total Expenses | $3,267,500 | PYTotalExpensesAmt |
| CY Total Expenses | $3,395,252 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$696,276 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,260,288 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,199,058 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,764,779 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $412,765 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $661,396 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,786,293 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,103,383 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Revenue | $1,916 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,112,895 | ExpenseAmt |
| Revenue | $61,611 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | $164,000 | GrantAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,112,895 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 21 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 0 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9164440500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 9TH STREET 310 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| VERONICA CARRIZALES | |||||||
| CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHIMICA GASKINS | |||||||
| VICE-CHAIR/SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EMILY GORDON | |||||||
| TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRIS BENNER | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CATHY CHA | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CRYSTAL CRAWFORD | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| NATALIE FOSTER | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TIM GAGE | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TRACY GORDON | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RUTH HOLTON-HODSON | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| HILARY HOYNES | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN KIM | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TIA ORR | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL TUBBS | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY E WRIGHT | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER HOENE | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $231,422 | $0 | $44,939 | ||
| SCOTT GRAVES | |||||||
| DIRECTOR OF RESEARCH | 40.00 | $183,250 | $0 | $47,572 | Yes (X) | ||
| JANICE SELBY | |||||||
| DIRECTOR OF OPERATIONS | 40.00 | $155,398 | $0 | $31,645 | Yes (X) | ||
| JONATHAN KAPLAN | |||||||
| SENIOR POLICY ANALYST | 40.00 | $140,370 | $0 | $40,606 | Yes (X) | ||
| ALISSA ANDERSON | |||||||
| SENIOR POLICY ANALYST | 40.00 | $164,091 | $0 | $16,421 | Yes (X) | ||
| MAURCIO TORRES | |||||||
| DIRECTOR OF COMMUNICATIONS | 40.00 | $134,317 | $0 | $15,181 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,008,848 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $196,364 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $150,000 | GovernmentGrantsAmt |
| All Other Contributions | $6,301,510 | AllOtherContributionsAmt |
| Total Contributions | $6,451,510 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CONFERENCES | 900099 | $61,611 | $61,611 | |
| QUALIFIED SPONSORSHIP | 900099 | $55,000 | $55,000 | |
| PUBLICATIONS AND SUBSC | 900099 | $1,916 | $1,916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $118,527 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,336 | TotalRevenueColumnAmt |
| Exclusion | $99,336 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $13,833 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,833 | TotalRevenueColumnAmt |
| Exclusion | -$13,833 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,655,540 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $63,527 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $140,503 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,000 | TotalAmt |
| Program Services | $164,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,361 | TotalAmt |
| Program Services | $264,063 | ProgramServicesAmt |
| Management And General | $10,364 | ManagementAndGeneralAmt |
| Fundraising | $1,934 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,689,637 | TotalAmt |
| Program Services | $1,614,448 | ProgramServicesAmt |
| Management And General | $63,362 | ManagementAndGeneralAmt |
| Fundraising | $11,827 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,504 | TotalAmt |
| Program Services | $132,340 | ProgramServicesAmt |
| Management And General | $5,194 | ManagementAndGeneralAmt |
| Fundraising | $970 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,778 | TotalAmt |
| Program Services | $172,734 | ProgramServicesAmt |
| Management And General | $6,779 | ManagementAndGeneralAmt |
| Fundraising | $1,265 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,178 | TotalAmt |
| Program Services | $161,650 | ProgramServicesAmt |
| Management And General | $6,344 | ManagementAndGeneralAmt |
| Fundraising | $1,184 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,100 | TotalAmt |
| Program Services | $3,946 | ProgramServicesAmt |
| Management And General | $154 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50 | TotalAmt |
| Management And General | $50 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,880 | TotalAmt |
| Program Services | $8,619 | ProgramServicesAmt |
| Management And General | $144,261 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,813 | TotalAmt |
| Program Services | $25,801 | ProgramServicesAmt |
| Management And General | $1,006 | ManagementAndGeneralAmt |
| Fundraising | $6 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,588 | TotalAmt |
| Management And General | $3,588 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,864 | TotalAmt |
| Program Services | $126,919 | ProgramServicesAmt |
| Management And General | $4,945 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,521 | TotalAmt |
| Program Services | $27,451 | ProgramServicesAmt |
| Management And General | $1,070 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,430 | TotalAmt |
| Program Services | $181,364 | ProgramServicesAmt |
| Management And General | $7,066 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,123 | TotalAmt |
| Program Services | $29,956 | ProgramServicesAmt |
| Management And General | $1,167 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,358 | TotalAmt |
| Program Services | $6,120 | ProgramServicesAmt |
| Management And General | $238 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STAFF DEVELOPMENT | $84,698 | $81,522 | $3,176 | |
| MISCELLANEOUS | $56,634 | $54,511 | $2,123 | |
| PUBLICATIONS | $40,887 | $39,354 | $1,533 | |
| WORKERS COMPENSATION | $9,949 | $9,506 | $373 | $70 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,899 | TotalAmt |
| Program Services | $8,591 | ProgramServicesAmt |
| Management And General | $334 | ManagementAndGeneralAmt |
| Fundraising | $1,974 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,395,252 | TotalAmt |
| Program Services | $3,112,895 | ProgramServicesAmt |
| Management And General | $263,127 | ManagementAndGeneralAmt |
| Fundraising | $19,230 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,261,194 | BOYAmt |
| EOY | $1,143,352 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,952,256 | BOYAmt |
| EOY | $6,600,512 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,783,675 | BOYAmt |
| EOY | $1,579,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,119 | BOYAmt |
| EOY | $71,556 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $188,718 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $111,676 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,165 | BOYAmt |
| EOY | $77,042 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,649 | BOYAmt |
| EOY | $293,317 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,199,058 | BOYAmt |
| EOY | $9,764,779 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,765 | BOYAmt |
| EOY | $363,770 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $297,626 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,765 | BOYAmt |
| EOY | $661,396 | 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 | $2,431,053 | BOYAmt |
| EOY | $2,983,906 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,355,240 | BOYAmt |
| EOY | $6,119,477 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,786,293 | BOYAmt |
| EOY | $9,103,383 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,199,058 | BOYAmt |
| EOY | $9,764,779 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,260,288 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $56,802 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 Minus4 Years | $3,050,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,317,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,111,381 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,374,036 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,506,510 | CurrentTaxYearAmt |
| Total | $19,359,320 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,050,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,317,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,111,381 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,374,036 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,506,510 | CurrentTaxYearAmt |
| Total | $19,359,320 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,157,866 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,201,454 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,076 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,216 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,336 | CurrentTaxYearAmt |
| Total | $250,404 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,609,724 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,235,729 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77100 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,203 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,203 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,387,049 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,395,252 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $319,763 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $79,941 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $283,752 | CurrentYearMinus3Amt |
| Current Year Minus2 | $292,189 | CurrentYearMinus2Amt |
| Current Year Minus1 | $313,375 | CurrentYearMinus1Amt |
| Current Year | $319,763 | CurrentYearAmt |
| Total | $1,209,079 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,813,619 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $7,238 | CurrentYearMinus1Amt |
| Current Year | $8,203 | CurrentYearAmt |
| Total | $15,441 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $70,938 | CurrentYearMinus3Amt |
| Current Year Minus2 | $73,047 | CurrentYearMinus2Amt |
| Current Year Minus1 | $78,344 | CurrentYearMinus1Amt |
| Current Year | $79,941 | CurrentYearAmt |
| Total | $302,270 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $453,405 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $188,718 | OtherCostOrOtherBasisAmt |
| Depreciation | $111,676 | DepreciationAmt |
| Book Value | $77,042 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $77,042 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $297,626 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $297,626 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,003,244 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $56,802 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $277,119 | OtherRevenueAmt |
| Revenue Not Reported | $333,921 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,669,323 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $50 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$13,833 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$13,783 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,655,540 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,686,154 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $290,952 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $290,952 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,395,202 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $50 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $50 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,395,252 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CATALYST CALIFORNIA | ||||||||
| PO BOX 39347 | LOS ANGELES | CA | 90039 | 954835230 | 501(C)(3) | $36,000 | $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) | $128,000 | $0 | PURPOSE OF GRANT WAS TO SUPPORT THE DEVELOPMENT OF A STATEWIDE BUDGET EQUITY NARRATIVE FRAMEWORK (BUDGET POWER PROJECT). |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE MADE TO OTHER 501(C)(3) ORGANIZATIONS TO SUPPORT THE DEVELOPMENT OF A STATEWIDE BUDGET EQUITY NARRATIVE FRAMEWORK (BUDGET POWER PROJECT). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER HOENE | ||||||||||||||
| EXECUTIVE DIRECTOR | $231,422 | $0 | $0 | $0 | $0 | $0 | $23,589 | $0 | $21,350 | $0 | $276,361 | $0 | $0 | $0 |
| SCOTT GRAVES | ||||||||||||||
| DIRECTOR OF RESEARCH | $183,250 | $0 | $0 | $0 | $0 | $0 | $18,501 | $0 | $29,071 | $0 | $230,822 | $0 | $0 | $0 |
| JANICE SELBY | ||||||||||||||
| DIRECTOR OF OPERATIONS | $155,398 | $0 | $0 | $0 | $0 | $0 | $15,626 | $0 | $16,019 | $0 | $187,043 | $0 | $0 | $0 |
| JONATHAN KAPLAN | ||||||||||||||
| SENIOR POLICY ANALYST | $140,370 | $0 | $0 | $0 | $0 | $0 | $14,523 | $0 | $26,083 | $0 | $180,976 | $0 | $0 | $0 |
| ALISSA ANDERSON | ||||||||||||||
| SENIOR POLICY ANALYST | $164,091 | $0 | $0 | $0 | $0 | $0 | $16,409 | $0 | $12 | $0 | $180,512 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 |
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