2022-11-15T15:47:05-06:00 2021-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2021-01-01 521234565 Center on Budget and Policy Priorities CENT 2024081080 1275 First Street NE 1200 Washington DC 200023193 Sharon Parrott President 2024081080 2022-11-15 1 Sharon Parrott XXX-XX-XXXX Lori A Collingsworth P00639819 7038930300 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Sharon Parrott 1275 First Street NE 1200 Washington DC 200023193 104776654 0 X www.cbpp.org X 1981 DC Conducting research and analysis to help promote greater public understanding of budget policies. 12 12 239 0 0 0 44454465 51308060 650547 762097 1651227 1421021 24518 -54197 46780757 53436981 12676500 14389900 0 0 22199316 22670983 0 93420 1559840 8806014 11951803 43681830 49106106 3098927 4330875 118657908 126856669 10960566 12146877 107697342 114709792 X Promoting better public understanding, providing factual information and data, and analyzing impacts of government programs and policies that affect the lives of low and moderate income families and individuals at federal and state levels. 0 0 23183799 13019000 212240 State fiscal and related projects: Performs research and analysis of state budget and tax policy with an emphasis on the effects of such policies on low and moderate income households and fosters development of state-level policy organizations. 10747087 1120900 371204 Low-income program and related projects: Performs research, analysis and development of strategies to improve federal policy and federal and state implementation of low-income programs. The Center also conducts policy analysis and promotes outreach strategies related to the earned income tax credit and the low-income component of the child tax credit. 5009908 250000 14850 Federal fiscal policy and related projects: Performs research and analysis of federal budgets, tax policies and related issues, and trends in poverty and income distribution. 4850384 163803 Federal and state health projects: Works to improve the health of low-income families and individuals through research, improvements in program policies and operations, and outreach strategies to increase child and family health insurance coverage. 623730 Organizational Initiatives: Includes work focused on longer-term policy development, enhancing staff development and capacity, and integrating race equity into our work. 5474114 163803 44414908 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 84 0 1 239 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CT FL GA IL KS KY MD MA MI NH NJ WI NY NC OH OK OR PA RI SC UT VA WI X The Organization 2024081080 1275 First Street NE 1200 Washington DC 200023193 Kenneth Apfel Chairman 1.00 X X 0 0 0 Henry Aaron Treasurer 1.00 X X 0 0 0 Kim Wallace Secretary 1.00 X X 0 0 0 Henry A Coleman Director 1.00 X 0 0 0 David de Ferranti Director 1.00 X 0 0 0 Jane Hartley Director 1.00 X 0 0 0 Antonia Hernandez Director 1.00 X 0 0 0 Wayne Jordan Director 1.00 X 0 0 0 Jacob Lew Director 1.00 X 0 0 0 C Lynn McNair Director 1.00 X 0 0 0 Robert D Reischaer Director 1.00 X 0 0 0 Melanne Verveer Director 1.00 X 0 0 0 Sharon E Parrott President 40.00 X 317789 0 54057 Lynda Brooks Interim Chief Financial Officer 40.00 X 131759 0 12410 Debra Schwartz Chief Financial Officer through 7/19/21 40.00 X 256534 0 28259 Teresa K LaMaster General Counsel/EVP - Operations 40.00 X 161333 0 18373 Ellen Nissenbaum Senior VP - Government Affairs 40.00 X 225258 0 25818 Nicholas Johnson Senior VP - State Fiscal Policy 40.00 X 212271 0 46008 Joel A Friedman Senior VP - Federal Fiscal Policy 40.00 X 215480 0 18767 Charles Marr Vice President - Federal Tax Policy 40.00 X 203937 0 49645 Shannon Spillane Buckingham Sr. VP for Comm. & Senior Counselor 40.00 X 202710 0 54395 Ladonna A Pavetti VP for FIS Policy 40.00 X 198512 0 54929 Richard L Kogan Senior Fellow 40.00 X 191594 0 27377 Charles F Stone III Chief Economist 40.00 X 191736 0 23643 2508913 0 413681 67 0 1 0 Berlin Rosen 15 Maiden Lane New York NY 10038 Consultant 470000 HIT Strategies 4223 Clay St NE Washington DC 20019 Consultant 388200 Do Big Things PO Box 128 Mill Valley CA 94942 Consultant 350000 Lake Research Partners 1101 17th Street NW Washington DC 20036 Consultant 265000 Global Strategy Group 215 Park Avenue South 15th Fl New York NY 10003 Consultant 193000 13 1558619 49749441 205596 51308060 Contract income 900099 619614 619614 Conference & honoraria 900099 142483 142483 762097 1307662 1307662 51398532 51285173 113359 113359 113359 0 1558619 54500 -54500 -54500 Refunds and reimbursements 900099 303 303 303 53436981 762097 0 1366824 X 14389900 14389900 1724117 1464213 164909 94995 16799748 14277375 1596714 925659 1037847 876730 103953 57164 1743845 1473127 174668 96050 1365426 1153455 136764 75207 26282 26282 137550 137550 93420 93420 50859 50859 7101976 6806371 295605 651592 508464 89580 53548 219272 133470 76631 9171 2056879 1750094 193770 113015 95068 94755 186 127 763410 751004 10044 2362 417141 353835 40298 23008 24526 24526 Dues/subscriptions 398350 382094 4234 12022 Taxes/licenses 8898 21 4785 4092 49106106 44414908 3131358 1559840 5599947 6137302 33440058 25168944 18182589 10747803 271097 506386 655595 519100 5259647 1251420 4425368 4008227 55681006 79366659 402248 402248 118657908 126856669 2453177 4048308 5000 0 8502389 8098569 10960566 12146877 X 52201154 58660380 55496188 56049412 107697342 114709792 118657908 126856669 4330875 2681575 0 X X 0 1 X 1 0 X 32949233 31029626 51092186 44454465 51308060 210833570 32949233 31029626 51092186 44454465 51308060 210833570 69526855 141306715 1227723 1596185 1829789 1489800 1307662 7451159 218284729 2964880 0.64740 0.67930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 117311 324588 441899 48667848 49109747 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 657569 324377 440979 441899 1864824 250000 250000 250000 250000 1000000 1500000 88909 73437 82408 117311 362065 39573290 3881389 43454679 36205897 3367393 39573290 31586044 4619853 36205897 32886158 -1300114 31586044 29387436 3498722 32886158 0.97700 0.02300 0.00000 0 0 5136239 1162922 3973317 123408 88498 34910 4008227 Deferred rent 8098569 8098569 X 56122197 2681575 54500 2736075 53386122 50859 50859 53436981 49109747 54500 54500 49055247 50859 50859 49106106 Part V, Line 4: The Board of Directors' intent in establishing the endowment fund was to provide for the long-term financial sustainability of the Center. Part X, Line 2: Management evaluated the Center's tax positions and has concluded that the Center has taken no uncertain tax positions that require either recognition or disclosure in the accompanying financial statements. Part XI, Line 2d - Other Adjustments: Direct fundraising event expenses 54,500. Part XII, Line 2d - Other Adjustments: Direct fundraising event expenses 54,500. X X X X 1 Katherine Greenberg RMZ Holdings L 5009 Belt Rd NW Washington DC 20016 Fundraising Advisory & Counseling 0 1558619 93420 1465199 1558619 93420 1465199 AL AK AR CA CT DC FL GA IL KS KY MD MA MI NV NH NJ NY NC OH OK OR PA RI SC UT VA WI Virtual Gala- 40 Years 1558619 1558619 54500 1558619 1558619 54500 54500 -54500 1 Children's Action Alliance AZ Center for Economic Progress 738 N 5th Ave Ste 220 Tucson AZ 85705 860594785 501(c)(3) 175000 0 N/A N/A Safety Net Initiative Project Georgia Budget and Policy Institute 50 Hurt Plaza SE Suite 720 Atlanta GA 30303 550860376 501(c)(3) 175000 0 N/A N/A Safety Net Initiative Project Louisiana Budget Project 619 Jefferson Highway Suite 1-D Baton Rouge LA 70806 463872778 501(c)(3) 175000 0 N/A N/A Safety Net Initiative Project Policy Matters Ohio 3631 Perkins Avenue Suite 4C-East Cleveland OH 44114 341921881 501(c)(3) 175000 0 N/A N/A Safety Net Initiative Project Community Legal Services 1424 Chestnut Street Philadelphia PA 19102 231671562 501(c)(3) 100000 0 N/A N/A Safety Net Initiative Project Kentucky Center for Economic Policy 433 Chestnut Street Berea KY 40403 844979582 501(c)(3) 100000 0 N/A N/A Safety Net Initiative Project North Carolina Justice Center North Carolina Budget Tax Center 224 S Dawson Street Raleigh NC 27601 561348186 501(c)(3) 25000 0 N/A N/A Safety Net Initiative Project New Mexico Center on Law and Poverty 924 Park Avenue Southwest Suite C Albuquerque NM 87102 850437960 501(c)(3) 75000 0 N/A N/A Safety Net Initiative Project Oklahoma Policy Institute 907 S Detroit Avenue Suite 1005 Tulsa OK 74120 331178624 501(c)(3) 75000 0 N/A N/A Safety Net Initiative Project Oregon Center for Public Policy 6420 SW Macadam Avenue Suite 200 Portland OR 97239 931186075 501(c)(3) 75000 0 N/A N/A Safety Net Initiative Project Commonwealth Institute for Fiscal Analysis 1329 E Cary Street 202 Richmond VA 23219 271598303 501(c)(3) 100000 0 N/A N/A Safety Net Initiative Project Tennessee Justice Center 211 7th Avenue North Suite 100 Nashville TN 37219 621630417 501(c)(3) 100000 0 N/A N/A Safety Net Initiative Project NEO Philanthropy Immigration Research Initiative 45 W 36th Street 6th Floor New York NY 10018 133191113 501(c)(3) 75000 0 N/A N/A Safety Net Initiative Project Florida Policy Institute 1001 North Orange Avenue Orlando FL 32801 472759708 501(c)(3) 100000 0 N/A N/A Safety Net Initiative Project Solid Ground Washington 1501 N 45th Street Seattle WA 98103 237421892 501(c)(3) 100000 0 N/A N/A Safety Net Initiative Project West Virginia Center on Budget and Policy 8 Capitol Street 4th Floor Charleston WV 25301 562652132 501(c)(3) 50000 0 N/A N/A Safety Net Initiative Project DC Fiscal Policy Institute 1275 First Street NE Suite 1200 Washington DC 20002 822103918 501(c)(3) 60000 0 N/A N/A Poverty to Opportunity Project DC Fiscal Policy Institute 1275 First Street NE Suite 1200 Washington DC 20002 822103918 501(c)(3) 10000 0 N/A N/A Poverty to Opportunity Project Minnesota Council of Nonprofits Minnesota Budget Project 2314 University Ave W 20 St Paul MN 55114 363501477 501(c)(3) 60000 0 N/A N/A Poverty to Opportunity Project Minnesota Council of Nonprofits Minnesota Budget Project 2314 University Ave W 20 St Paul MN 55114 363501477 501(c)(3) 10000 0 N/A N/A Poverty to Opportunity Project New Mexico Voices for Children 625 Silver Avenue SW Suite 195 Albuquerque NM 87102 850348301 501(c)(3) 60000 0 N/A N/A Poverty to Opportunity Project Washington State Budget & Policy Center 1402 Third Avenue Suite 1215 Seattle WA 98101 721612982 501(c)(3) 60000 0 N/A N/A Poverty to Opportunity Project Massachusetts Budget and Policy Center One State Street Suite 1250 Boston MA 02109 042967537 501(c)(3) 75000 0 N/A N/A State Policy Fellows Project Montana Budget and Policy Center 15 West 6th Avenue 3E Helena MT 59601 800624179 501(c)(3) 50000 0 N/A N/A Rapid Advocacy Revenue Project Minnesota Council of Nonprofits Minnesota Budget Project 2314 University Ave W 20 St Paul MN 55114 363501477 501(c)(3) 50000 0 N/A N/A Immgration Project Fiscal Policy Institute 1 Lear Jet Lane Latham NY 12110 141737256 501(c)(3) 50000 0 N/A N/A General Support Children's Action Alliance AZ Center for Economic Progress 738 N 5th Ave Ste 220 Tucson AZ 85705 860594785 501(c)(3) 50000 0 N/A N/A Immgration Project Florida Policy Institute 1001 North Orange Avenue Orlando FL 32801 472759708 501(c)(3) 50000 0 N/A N/A Immgration Project Massachusetts Budget and Policy Center One State Street Suite 1250 Boston MA 02109 042967537 501(c)(3) 50000 0 N/A N/A Immgration Project Michigan League for Public Policy 1223 Turner Street Suite G1 Lansing MI 48906 381360557 501(c)(3) 50000 0 N/A N/A Immgration Project New Mexico Voices for Children 625 Silver Avenue SW Suite 195 Albuquerque NM 87102 850348301 501(c)(3) 50000 0 N/A N/A Immgration Project Center for Public Policy Priorities dba Every Texan 7020 Easy Wind Drive Suite 200 Austin TX 78752 742898197 501(c)(3) 75000 0 N/A N/A Immgration Project Kids Forward 555 W Washington Ave Ste 200 Madison WI 53703 390806301 501(c)(3) 50000 0 N/A N/A Immgration Project Georgia Budget and Policy Institute 50 Hurt Plaza SE Suite 720 Atlanta GA 30303 550860376 501(c)(3) 50000 0 N/A N/A Immgration Project Urban Institute 500 LEnfant Plaza SW Washington DC 20024 520880375 501(c)(3) 15900 0 N/A N/A Public Housing Project California Budget & Policy Center 1107 9th Street Suite 310 Sacramento CA 95814 680346784 501(c)(3) 75000 0 N/A N/A General Support Policy Matters Ohio 3631 Perkins Avenue Suite 4C-East Cleveland OH 44114 341921881 501(c)(3) 50000 0 N/A N/A General Support New Jersey Policy Perspective 137 W Hanover Street Trenton NJ 08607 223492715 501(c)(3) 76000 0 N/A N/A General Support Keystone Research Center PA Budget and Policy Center 412 N 3rd Street Harrisburg PA 17101 251776998 501(c)(3) 77000 0 N/A N/A General Support Maine Center for Economic Policy One Weston Court Suite 103 Augusta ME 04332 223317572 501(c)(3) 100000 0 N/A N/A General Support Oklahoma Policy Institute 907 S Detroit Avenue Suite 1005 Tulsa OK 74120 331178624 501(c)(3) 100000 0 N/A N/A General Support Sargent Shriver National Center on Poverty Law 67 East Madison Street Suite 2000 Chicago IL 60603 363151279 501(c)(3) 100000 0 N/A N/A Economic Security Project Massachusetts Law Reform Institute 40 Court Street Suite 800 Boston MA 02108 046004303 501(c)(3) 50000 0 N/A N/A Economic Security Project Boys and Girls Clubs of Puerto Rico Youth Development Institute 501 Ave Roberto H Todd San Juan PR 00907 660327584 501(c)(3) 75000 0 N/A N/A Economic Security Project Center for Public Policy Priorities dba Every Texan 7020 Easy Wind Drive Suite 200 Austin TX 78752 742898197 501(c)(3) 75000 0 N/A N/A Economic Security Project Hunger Task Force 201 South Hawley Court Milwaukee WI 53214 391345847 501(c)(3) 50000 0 N/A N/A Economic Security Project Florida Policy Institute 1001 North Orange Avenue Orlando FL 32801 472759708 501(c)(3) 75000 0 N/A N/A Economic Security Project Children's Action Alliance AZ Center for Economic Progress 738 N 5th Ave Ste 220 Tucson AZ 85705 860594785 501(c)(3) 35000 0 N/A N/A Rapid Advocacy Revenue Project Jannus Inc Idaho Center for Fiscal Policy 1607 West Jefferson Street Boise ID 83702 816035382 501(c)(3) 34000 0 N/A N/A Rapid Advocacy Revenue Project Montana Budget and Policy Center 15 West 6th Avenue 3E Helena MT 59601 800624179 501(c)(3) 75000 0 N/A N/A Rapid Advocacy Revenue Project Connecticut Voices for Children 33 Whitney Avenue New Haven CT 06510 061435280 501(c)(3) 50000 0 N/A N/A Rapid Advocacy Revenue Project Economic Progress Institute 600 Mt Pleasant Avenue Building 9 Providence RI 02908 320295517 501(c)(3) 30000 0 N/A N/A Rapid Advocacy Revenue Project Maryland Center on Economic Policy 1800 N Charles Street Suite 310 Baltimore MD 21201 900999151 501(c)(3) 30000 0 N/A N/A Rapid Advocacy Revenue Project Center for Public Policy Priorities dba Every Texan 7020 Easy Wind Drive Suite 200 Austin TX 78752 742898197 501(c)(3) 50000 0 N/A N/A Rapid Advocacy Revenue Project Oregon Center for Public Policy 6420 SW Macadam Avenue Suite 200 Portland OR 97239 931186075 501(c)(3) 53000 0 N/A N/A Rapid Advocacy Revenue Project One Voice 1072 John R Lynch Street Suite 7 Jackson MS 39203 020787550 501(c)(4) 60000 0 N/A N/A Rapid Advocacy Revenue Project Oklahoma Policy Institute 907 S Detroit Avenue Suite 1005 Tulsa OK 74120 331178624 501(c)(3) 75000 0 N/A N/A Rapid Advocacy Revenue Project DC Fiscal Policy Institute 1275 First Street NE Suite 1200 Washington DC 20002 822103918 501(c)(3) 75000 0 N/A N/A Rapid Advocacy Revenue Project OpenSky Policy Institute 1201 O Street Suite 10 Lincoln NE 68508 453327969 501(c)(3) 30000 0 N/A N/A Rapid Advocacy Revenue Project California Budget & Policy Center 1107 9th Street Suite 310 Sacramento CA 95814 680346784 501(c)(3) 40000 0 N/A N/A Federal Policy Analysis Project Minnesota Council of Nonprofits Minnesota Budget Project 2314 University Ave W 20 St Paul MN 55114 363501477 501(c)(3) 50000 0 N/A N/A State Opportunities Project New Jersey Policy Perspective 137 W Hanover Street Trenton NJ 08607 223492715 501(c)(3) 100000 0 N/A N/A State Opportunities Project Commonwealth Institute for Fiscal Analysis 1329 E Cary Street 202 Richmond VA 23219 271598303 501(c)(3) 50000 0 N/A N/A State Opportunities Project Georgia Budget and Policy Institute 50 Hurt Plaza SE Suite 720 Atlanta GA 30303 550860376 501(c)(3) 50000 0 N/A N/A Immgration Project Kentucky Center for Economic Policy 433 Chestnut Street Berea KY 40403 844979582 501(c)(3) 60000 0 N/A N/A Poverty to Opportunity Project Kentucky Center for Economic Policy 433 Chestnut Street Berea KY 40403 844979582 501(c)(3) 10000 0 N/A N/A Poverty to Opportunity Project Colorado Fiscal Institute 1905 Sherman Street Suite 225 Denver CO 80203 461281109 501(c)(3) 75000 0 N/A N/A Poverty to Opportunity Project Colorado Fiscal Institute 1905 Sherman Street Suite 225 Denver CO 80203 461281109 501(c)(3) 10000 0 N/A N/A Poverty to Opportunity Project Maine Center for Economic Policy One Weston Court Suite 103 Augusta ME 04332 223317572 501(c)(3) 75000 0 N/A N/A Poverty to Opportunity Project Maine Center for Economic Policy One Weston Court Suite 103 Augusta ME 04332 223317572 501(c)(3) 10000 0 N/A N/A Poverty to Opportunity Project Policy Matters Ohio 3631 Perkins Avenue Suite 4C-East Cleveland OH 44114 341921881 501(c)(3) 225000 0 N/A N/A Proactive Revenues Cohort Project Georgia Budget and Policy Institute 50 Hurt Plaza SE Suite 720 Atlanta GA 30303 550860376 501(c)(3) 200000 0 N/A N/A Proactive Revenues Cohort Project Commonwealth Institute for Fiscal Analysis 1329 E Cary Street 202 Richmond VA 23219 271598303 501(c)(3) 200000 0 N/A N/A Proactive Revenues Cohort Project Colorado Fiscal Institute 1905 Sherman Street Suite 225 Denver CO 80203 461281109 501(c)(3) 100000 0 N/A N/A Proactive Revenues Cohort Project Maine Center for Economic Policy One Weston Court Suite 103 Augusta ME 04332 223317572 501(c)(3) 50000 0 N/A N/A Proactive Revenues Cohort Project Children's Action Alliance AZ Center for Economic Progress 738 N 5th Ave Ste 220 Tucson AZ 85705 860594785 501(c)(3) 150000 0 N/A N/A Proactive Revenues Cohort Project Blueprint North Carolina North Carolina Budget Tax Center 2313 University Drive Durham NC 27707 272459538 501(c)(3) 150000 0 N/A N/A Proactive Revenues Cohort Project Oregon Center for Public Policy 6420 SW Macadam Avenue Suite 200 Portland OR 97239 931186075 501(c)(3) 180000 0 N/A N/A State Opportunities Project Policy Matters Ohio 3631 Perkins Avenue Suite 4C-East Cleveland OH 44114 341921881 501(c)(3) 45000 0 N/A N/A State Opportunities Project Keystone Research Center PA Budget and Policy Center 412 N 3rd Street Harrisburg PA 17101 251776998 501(c)(3) 100000 0 N/A N/A State Opportunities Project Massachusetts Budget and Policy Center One State Street Suite 1250 Boston MA 02109 042967537 501(c)(3) 200000 0 N/A N/A State Opportunities Project Florida Policy Institute 1001 North Orange Avenue Orlando FL 32801 472759708 501(c)(3) 200000 0 N/A N/A State Opportunities Project Public Assets Institute 149 State Street Montpelier VT 05602 161703662 501(c)(3) 150000 0 N/A N/A State Opportunities Project Blueprint North Carolina North Carolina Budget Tax Center 2313 University Drive Durham NC 27707 272459538 501(c)(3) 100000 0 N/A N/A State Opportunities Project West Virginia Center on Budget and Policy 8 Capitol Street 4th Floor Charleston WV 25301 562652132 501(c)(3) 150000 0 N/A N/A Federal Policy and Advocacy Project Arkansas Hunger Relief Alliance 1400 West Markham Street Ste 304 Little Rock AR 72201 300254995 501(c)(3) 50000 0 N/A N/A Federal Policy and Advocacy Project Keystone Research Center PA Budget and Policy Center 412 N 3rd Street Harrisburg PA 17101 251776998 501(c)(3) 100000 0 N/A N/A Federal Policy and Advocacy Project Michigan League for Public Policy 1223 Turner Street Suite G1 Lansing MI 48906 381360557 501(c)(3) 100000 0 N/A N/A Federal Policy and Advocacy Project Georgia Budget and Policy Institute 50 Hurt Plaza SE Suite 720 Atlanta GA 30303 550860376 501(c)(3) 75000 0 N/A N/A Federal Policy and Advocacy Project Children's Action Alliance AZ Center for Economic Progress 738 N 5th Ave Ste 220 Tucson AZ 85705 860594785 501(c)(3) 150000 0 N/A N/A Federal Policy and Advocacy Project Hawaii Appleseed Center for Law and Economic Justice Hawaii Budget Policy Center 733 Bishop Street Suite 1180 Honolulu HI 96813 760748976 501(c)(3) 50000 0 N/A N/A Organizational Equity & Inclusion Project Center for American Progress 1333 H Street NW 10th Floor Washington DC 20005 300126510 501(c)(3) 250000 0 N/A N/A Tax & Health Project Louisiana Budget Project 619 Jefferson Highway Suite 1-D Baton Rouge LA 70806 463872778 501(c)(3) 60000 0 N/A N/A State Policy Fellows Project New Mexico Voices for Children 625 Silver Avenue SW Suite 195 Albuquerque NM 87102 850348301 501(c)(3) 60000 0 N/A N/A State Policy Fellows Project Keystone Research Center PA Budget and Policy Center 412 N 3rd Street Harrisburg PA 17101 251776998 501(c)(3) 60000 0 N/A N/A State Policy Fellows Project Michigan League for Public Policy 1223 Turner Street Suite G1 Lansing MI 48906 381360557 501(c)(3) 20000 0 N/A N/A General Support Fiscal Policy Institute 1 Lear Jet Lane Latham NY 12110 141737256 501(c)(3) 35000 0 N/A N/A General Support California Budget & Policy Center 1107 9th Street Suite 310 Sacramento CA 95814 680346784 501(c)(3) 50000 0 N/A N/A State Policy Fellows Project Alabama Arise 400 S Union Street Montgomery AL 36104 631186365 501(c)(3) 60000 0 N/A N/A State Policy Fellows Project NEO Philanthropy Immigration Research Initiative 45 W 36th Street 6th Floor New York NY 10018 133191113 501(c)(3) 120000 0 N/A N/A Immgration Project Montana Budget and Policy Center 15 West 6th Avenue 3E Helena MT 59601 800624179 501(c)(3) 100000 0 N/A N/A Federal Policy and Advocacy Project New Jersey Policy Perspective 137 W Hanover Street Trenton NJ 08607 223492715 501(c)(3) 60000 0 N/A N/A State Policy Fellows Project Colorado Fiscal Institute 1905 Sherman Street Suite 225 Denver CO 80203 461281109 501(c)(3) 50000 0 N/A N/A Immgration Project North Carolina Justice Center North Carolina Budget Tax Center 224 S Dawson Street Raleigh NC 27601 561348186 501(c)(3) 25000 0 N/A N/A Immgration Project New Jersey Policy Perspective 137 W Hanover Street Trenton NJ 08607 223492715 501(c)(3) 50000 0 N/A N/A Immgration Project National Immigration Law Center 3450 Wilshire Blvd Box 108-62 Los Angeles CA 90010 954539765 501(c)(3) 105000 0 N/A N/A Immgration Project Institute on Taxation and Economic Policy 1616 P Street NW Suite 200 Washington DC 20036 042688165 501(c)(3) 20000 0 N/A N/A Immgration Project Keystone Research Center PA Budget and Policy Center 412 N 3rd Street Harrisburg PA 17101 251776998 501(c)(3) 50000 0 N/A N/A Immgration Project Commonwealth Institute for Fiscal Analysis 1329 E Cary Street 202 Richmond VA 23219 271598303 501(c)(3) 50000 0 N/A N/A Immgration Project Washington State Budget & Policy Center 1402 Third Avenue Suite 1215 Seattle WA 98101 721612982 501(c)(3) 60000 0 N/A N/A State Policy Fellows Project Oklahoma Policy Institute 907 S Detroit Avenue Suite 1005 Tulsa OK 74120 331178624 501(c)(3) 60000 0 N/A N/A State Policy Fellows Project Children's Action Alliance AZ Center for Economic Progress 738 N 5th Ave Ste 220 Tucson AZ 85705 860594785 501(c)(3) 60000 0 N/A N/A State Policy Fellows Project DC Fiscal Policy Institute 1275 First Street NE Suite 1200 Washington DC 20002 822103918 501(c)(3) 60000 0 N/A N/A State Policy Fellows Project Policy Matters Ohio 3631 Perkins Avenue Suite 4C-East Cleveland OH 44114 341921881 501(c)(3) 60000 0 N/A N/A State Policy Fellows Project Economic Progress Institute 600 Mt Pleasant Avenue Building 9 Providence RI 02908 320295517 501(c)(3) 15000 0 N/A N/A General Support North Carolina Justice Center North Carolina Budget Tax Center 224 S Dawson Street Raleigh NC 27601 561348186 501(c)(3) 35000 0 N/A N/A Rapid Advocacy Revenue Project Maine Equal Justice Partners 126 Sewall Street Augusta ME 04330 043346273 501(c)(3) 25000 0 N/A N/A Federal Policy and Advocacy Project Kentucky Center for Economic Policy 433 Chestnut Street Berea KY 40403 844979582 501(c)(3) 60000 0 N/A N/A State Policy Fellows Project DC Fiscal Policy Institute 1275 First Street NE Suite 1200 Washington DC 20002 822103918 501(c)(3) 25000 0 N/A N/A Organizational Equity & Inclusion Project Economic Progress Institute 600 Mt Pleasant Avenue Building 9 Providence RI 02908 320295517 501(c)(3) 25000 0 N/A N/A Organizational Equity & Inclusion Project Massachusetts Budget and Policy Center One State Street Suite 1250 Boston MA 02109 042967537 501(c)(3) 25000 0 N/A N/A Organizational Equity & Inclusion Project Center for Public Policy Priorities dba Every Texan 7020 Easy Wind Drive Suite 200 Austin TX 78752 742898197 501(c)(3) 25000 0 N/A N/A Organizational Equity & Inclusion Project Commonwealth Institute for Fiscal Analysis 1329 E Cary Street 202 Richmond VA 23219 271598303 501(c)(3) 25000 0 N/A N/A Organizational Equity & Inclusion Project Kids Forward 555 W Washington Ave Ste 200 Madison WI 53703 390806301 501(c)(3) 25000 0 N/A N/A Organizational Equity & Inclusion Project Keystone Research Center PA Budget and Policy Center 412 N 3rd Street Harrisburg PA 17101 251776998 501(c)(3) 150000 0 N/A N/A General Support Louisiana Budget Project 619 Jefferson Highway Suite 1-D Baton Rouge LA 70806 463872778 501(c)(3) 50000 0 N/A N/A Rapid Advocacy Revenue Project Grassroots Collaborative 637 South Dearborn Street Chicago IL 60605 364328006 501(c)(4) 75000 0 N/A N/A State Priorities Partnership Project Commonwealth Institute for Fiscal Analysis 1329 E Cary Street 202 Richmond VA 23219 271598303 501(c)(3) 75000 0 N/A N/A Federal Policy and Advocacy Project Children's Action Alliance AZ Center for Economic Progress 738 N 5th Ave Ste 220 Tucson AZ 85705 860594785 501(c)(3) 75000 0 N/A N/A Federal Policy and Advocacy Project West Virginia Center on Budget and Policy 8 Capitol Street 4th Floor Charleston WV 25301 562652132 501(c)(3) 50000 0 N/A N/A Federal Policy and Advocacy Project Oregon Center for Public Policy 6420 SW Macadam Avenue Suite 200 Portland OR 97239 931186075 501(c)(3) 80000 0 N/A N/A Poverty to Opportunity Project Washington State Budget & Policy Center 1402 Third Avenue Suite 1215 Seattle WA 98101 721612982 501(c)(3) 70000 0 N/A N/A Poverty to Opportunity Project West Virginians for Affordable Health Care 600 Leon Sullivan Way Suite 215 Charleston WV 25301 203919052 501(c)(3) 30000 0 N/A N/A Federal Policy and Advocacy Project Louisiana Budget Project 619 Jefferson Highway Suite 1-D Baton Rouge LA 70806 463872778 501(c)(3) 15000 0 N/A N/A WIC Participation Project Greater Chicago Food Depository 4100 West Ann Lurie Place Chicago IL 60632 362971864 501(c)(3) 15000 0 N/A N/A WIC Participation Project Montana Food Bank Network 5625 Expressway Missoula MT 59808 810421243 501(c)(3) 15000 0 N/A N/A WIC Participation Project Center for Community Solutions 1501 Euclid Avenue Suite 310 Cleveland OH 44115 340714723 501(c)(3) 15000 0 N/A N/A WIC Participation Project Arkansas Hunger Relief Alliance 1400 West Markham Street Ste 304 Little Rock AR 72201 300254995 501(c)(3) 10000 0 N/A N/A WIC Participation Project Arkansas Advocates for Children and Families 1400 West Markham Street Ste 306 Little Rock AR 72201 710492205 501(c)(3) 10000 0 N/A N/A WIC Participation Project Common Good Iowa 505 5th Avenue Suite 404 Des Moines IA 50309 861518320 501(c)(3) 150000 0 N/A N/A General Support Blueprint North Carolina North Carolina Budget Tax Center 2313 University Drive Durham NC 27707 272459538 501(c)(3) 25000 0 N/A N/A Immgration Project Voices for Utah Children 747 East South Temple Suite 100 Salt Lake City UT 84102 870428873 501(c)(3) 75000 0 N/A N/A Core Capacity Project Washington State Budget & Policy Center 1402 Third Avenue Suite 1215 Seattle WA 98101 721612982 501(c)(3) 100000 0 N/A N/A General Support Arkansas Advocates for Children and Families 1400 West Markham Street Suite 306 Little Rock AR 72201 710492205 501(c)(3) 75000 0 N/A N/A General Support Commonwealth Institute for Fiscal Analysis 1329 E Cary Street 202 Richmond VA 23219 271598303 501(c)(3) 150000 0 N/A N/A General Support Policy Matters Ohio 3631 Perkins Avenue Suite 4C-East Cleveland OH 44114 341921881 501(c)(3) 160000 0 N/A N/A General Support Oklahoma Policy Institute 907 S Detroit Avenue Suite 1005 Tulsa OK 74120 331178624 501(c)(3) 100000 0 N/A N/A General Support Kids Forward 555 W Washington Ave Ste 200 Madison WI 53703 390806301 501(c)(3) 75000 0 N/A N/A Core Capacity Project DC Fiscal Policy Institute 1275 First Street NE Suite 1200 Washington DC 20002 822103918 501(c)(3) 100000 0 N/A N/A General Support Oregon Center for Public Policy 6420 SW Macadam Avenue Suite 200 Portland OR 97239 931186075 501(c)(3) 50000 0 N/A N/A General Support Connecticut Voices for Children 33 Whitney Avenue New Haven CT 06510 061435280 501(c)(3) 25000 0 N/A N/A General Support Hawaii Appleseed Center for Law and Economic Justice 733 Bishop Street Suite 1180 Honolulu HI 96813 760748976 501(c)(3) 100000 0 N/A N/A Core Capacity Project Connecticut Voices for Children 33 Whitney Avenue New Haven CT 06510 061435280 501(c)(3) 25000 0 N/A N/A General Support California Budget & Policy Center 1107 9th Street Suite 310 Sacramento CA 95814 680346784 501(c)(3) 125000 0 N/A N/A General Support Kansas Action for Children 709 S Kansas Avenue Suite 200 Topeka KS 66603 480879502 501(c)(3) 75000 0 N/A N/A General Support Montana Budget and Policy Center 15 West 6th Avenue 3E Helena MT 59601 800624179 501(c)(3) 100000 0 N/A N/A General Support OpenSky Policy Institute 1201 O Street Suite 10 Lincoln NE 68508 453327969 501(c)(3) 100000 0 N/A N/A General Support Espacios Abiertos Puerto Rico 206 Tetuan Street 1002 Banco Bldg San Juan PR 00902 660927287 501(c)(3) 100000 0 N/A N/A General Support Colorado Fiscal Institute 1905 Sherman Street Suite 225 Denver CO 80203 461281109 501(c)(3) 165000 0 N/A N/A Core Capacity Project Florida Policy Institute 1001 North Orange Avenue Orlando FL 32801 472759708 501(c)(3) 150000 0 N/A N/A General Support Missouri Budget Project One Campbell Plaza Suite 101 Bldg A Center Entrance St Louis MO 63139 260062334 501(c)(3) 100000 0 N/A N/A General Support Alabama Arise 400 S Union Street Montgomery AL 36104 631186365 501(c)(3) 100000 0 N/A N/A General Support Children's Action Alliance AZ Center for Economic Progress 738 N 5th Ave Ste 220 Tucson AZ 85705 860594785 501(c)(3) 125000 0 N/A N/A Core Capacity Project Jannus Inc Idaho Center for Fiscal Policy 1607 West Jefferson Street Boise ID 83702 816035382 501(c)(3) 75000 0 N/A N/A Core Capacity Project Massachusetts Budget and Policy Center One State Street Suite 1250 Boston MA 02109 042967537 501(c)(3) 100000 0 N/A N/A General Support Maryland Center on Economic Policy 1800 N Charles Street Suite 310 Baltimore MD 21201 900999151 501(c)(3) 100000 0 N/A N/A General Support Maine Center for Economic Policy One Weston Court Suite 103 Augusta ME 04332 223317572 501(c)(3) 100000 0 N/A N/A General Support Blueprint North Carolina North Carolina Budget Tax Center 2313 University Drive Durham NC 27707 272459538 501(c)(3) 185000 0 N/A N/A Core Capacity Project New Hampshire Fiscal Policy Institute 100 North Main Street Suite 400 Concord NH 03301 270841484 501(c)(3) 50000 0 N/A N/A General Support New Jersey Policy Perspective 137 W Hanover Street Trenton NJ 08607 223492715 501(c)(3) 100000 0 N/A N/A General Support Commonwealth Institute for Fiscal Analysis 1329 E Cary Street 202 Richmond VA 23219 271598303 501(c)(3) 45000 0 N/A N/A Federal Policy and Advocacy Project Blueprint North Carolina North Carolina Budget Tax Center 2313 University Drive Durham NC 27707 272459538 501(c)(3) 55000 0 N/A N/A Core Capacity Project Minnesota Council of Nonprofits Minnesota Budget Project 2314 University Ave W 20 St Paul MN 55114 363501477 501(c)(3) 150000 0 N/A N/A State Opportunities Project Blueprint North Carolina North Carolina Budget Tax Center 2313 University Drive Durham NC 27707 272459538 501(c)(3) 50000 0 N/A N/A Safety Net Initiative Project Blueprint North Carolina North Carolina Budget Tax Center 2313 University Drive Durham NC 27707 272459538 501(c)(3) 185000 0 N/A N/A General Support Massachusetts Budget and Policy Center One State Street Suite 1250 Boston MA 02109 042967537 501(c)(3) 250000 0 N/A N/A State Opportunities Project Louisiana Budget Project 619 Jefferson Highway Suite 1-D Baton Rouge LA 70806 463872778 501(c)(3) 26000 0 N/A N/A State Policy Fellows Project New Mexico Voices for Children 625 Silver Avenue SW Suite 195 Albuquerque NM 87102 850348301 501(c)(3) 26000 0 N/A N/A State Policy Fellows Project New Mexico Voices for Children 625 Silver Avenue SW Suite 195 Albuquerque NM 87102 850348301 501(c)(3) 70000 0 N/A N/A Poverty to Opportunity Project Minnesota Council of Nonprofits Minnesota Budget Project 2314 University Ave W 20 St Paul MN 55114 363501477 501(c)(3) 60000 0 N/A N/A Poverty to Opportunity Project DC Fiscal Policy Institute 1275 First Street NE Suite 1200 Washington DC 20002 822103918 501(c)(3) 60000 0 N/A N/A Poverty to Opportunity Project West Virginia Center on Budget and Policy 8 Capitol Street 4th Floor Charleston WV 25301 562652132 501(c)(3) 100000 0 N/A N/A Rapid Advocacy Revenue Project New Jersey Policy Perspective 137 W Hanover Street Trenton NJ 08607 223492715 501(c)(3) 140000 0 N/A N/A State Opportunities Project Blueprint North Carolina North Carolina Budget Tax Center 2313 University Drive Durham NC 27707 272459538 501(c)(3) 150000 0 N/A N/A General Support New Jersey Policy Perspective 137 W Hanover Street Trenton NJ 08607 223492715 501(c)(3) 10000 0 N/A N/A SPP Leadership Transitions Project DC Fiscal Policy Institute 1275 First Street NE Suite 1200 Washington DC 20002 822103918 501(c)(3) 26000 0 N/A N/A State Policy Fellows Project New Mexico Voices for Children 625 Silver Avenue SW Suite 195 Albuquerque NM 87102 850348301 501(c)(3) 26000 0 N/A N/A State Policy Fellows Project 66 0 Part I, Line 2: Each recipient of grant funds is required to provide annual narratives and financial reports. The Organization receiving the grant funds is also required to provide copies of its annual form 990. In addition, CBPP staff have regular communications with recipients to monitor progress. X X 1 0 0 0 0 0 0 0 0 Sharon E Parrott President 317523 0 0 0 266 0 22840 0 31217 0 371846 0 0 0 Debra Schwartz Chief Financial Officer through 7/19 138438 0 0 0 118096 0 17963 0 10296 0 284793 0 0 0 Nicholas Johnson Senior VP - State Fiscal Policy 211275 0 500 0 496 0 15363 0 30645 0 258279 0 0 0 Shannon Spillane Buckingham Sr. VP for Comm. & Senior Counselor 202094 0 500 0 116 0 19500 0 34895 0 257105 0 0 0 Charles Marr Vice President - Federal Tax Policy 202941 0 500 0 496 0 17000 0 32645 0 253582 0 0 0 Ladonna A Pavetti VP for FIS Policy 197250 0 500 0 762 0 26000 0 28929 0 253441 0 0 0 Ellen Nissenbaum Senior VP - Government Affairs 223996 0 500 0 762 0 15834 0 9984 0 251076 0 0 0 Joel A Friedman Senior VP - Federal Fiscal Policy 214218 0 500 0 762 0 15212 0 3555 0 234247 0 0 0 Richard L Kogan Senior Fellow 188717 0 500 0 2377 0 26000 0 1377 0 218971 0 0 0 Charles F Stone III Chief Economist 188859 0 500 0 2377 0 23000 0 643 0 215379 0 0 0 Teresa K LaMaster General Counsel/EVP - Operations 140846 0 20000 0 487 0 9759 0 8614 0 179706 0 0 0 Part I, Line 4a Debra Schwartz, CFO through July 19, 2021, received severance pay of $118,096, accrued vacation of 200 hours, and COBRA benefits from August 1, 2021 - January 31, 2022 X 6 205596 Fair Market Value 0 0 0 Form 990, Part VI, Section B, line 11b A draft of the form 990 is submitted to the governing body before the Organization's President signs it and submits it to the IRS. Form 990, Part VI, Section B, line 12c Conflict of interest forms are required to be completed annually by all staff and Board members. The Deputy Director of Benefits and Compensation and Administrative Board Liason monitor to ensure these forms are completed and follow up with staff and board, respectively, if forms are missing. Form 990, Part VI, Section B, line 15 The Board reviews and approves compensation of the President based on comparative data; decisions are documented. The President approves compensation levels of key employees, based on comparative data. Decisions are documented and the Board Chair reviews these compensation levels. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part IX, line 11g Consulting and subcontracts: Program service expenses 6,806,371. Management and general expenses 295,605. Fundraising expenses 0. Total expenses 7,101,976. Form 990, Part XII, Line 2c: No change from prior year.