2019-08-27T15:35:13-05:00 2018-12-31 680251243 CAMPBELL TAYLOR & COMPANY 3741 DOUGLAS BLVD SUITE 350 ROSEVILLE CA 95661 990 2018-01-01 680346784 CALIFORNIA BUDGET & POLICY CENTER CALI 9164440500 1107 9TH STREET 310 SACRAMENTO CA 95814 CHRISTOPHER HOENE EXECUTIVE DIRECTOR 9164440500 2019-08-13 1 LINDA L HOUSE P00003225 9169293680 74.93.21.154 2019-08-13 13:53:07 PD P 768F1C32554B5AD0637A3A3BB9E0076F25756D18 E3959FDAAE808CCEA36A4A9F67DFEC4051E91035 2018 2019-02-21 02:37:17Z CHRISTOPHER HOENE 1107 9TH STREET 310 SACRAMENTO CA 95814 2311568 0 X WWW.CALBUDGETCENTER.ORG X 1994 CA THE CALIFORNIA BUDGET AND POLICY CENTER SERVES AS A RESOURCE TO POLICY MAKERS, STATE AND LOCAL CONSTITUENCY GROUPS, AND THE MEDIA SEEKING ACCURATE INFORMATION AND ANALYSES OF THE STATE OF CALIFORNIA'S BUDGET AND POLICY ISSUES.THE CALIFORNIA BUDGET AND POLICY CENTER ENGAGES IN INDEPENDENT FISCAL AND POLICY ANALYSIS AND PUBLIC EDUCATION IMPROVING PUBLIC POLICIES AFFECTING THE ECONOMIC AND SOCIAL WELL-BEING OF LOW AND MIDDLE-INCOME CALIFORNIANS. 10 10 13 0 0 0 2167927 2164521 88294 110609 9662 36438 0 0 2265883 2311568 0 0 0 0 1330851 1565681 0 0 112089 308108 351089 1638959 1916770 626924 394798 2618028 3018418 209171 229135 2408857 2789283 X THE CALIFORNIA BUDGET AND POLICY CENTER SERVES AS A RESOURCE TO POLICY MAKERS, STATE AND LOCAL CONSTITUENCY GROUPS, AND THE MEDIA SEEKING ACCURATE INFORMATION AND ANALYSES OF THE STATE OF CALIFORNIA'S BUDGET AND POLICY ISSUES.THE CALIFORNIA BUDGET AND POLICY CENTER ENGAGES IN INDEPENDENT FISCAL AND POLICY ANALYSIS AND PUBLIC EDUCATION IMPROVING PUBLIC POLICIES AFFECTING THE ECONOMIC AND SOCIAL WELL-BEING OF LOW AND MIDDLE-INCOME CALIFORNIANS. 0 0 1750551 6545 ANALYZED PUBLIC POLICIES AND RESEARCH FINDINGS THROUGH 42 POLICY BRIEFS, DATA HITS, AND SHORT PAPERS AND 6 CHARTBOOKS. DISTRIBUTED POLICY BRIEFS AND RESEARCH REPORTS TO NEARLY 1,000 INDIVIDUALS AND ORGANIZATIONS AS WELL AS THROUGH OUR WEBSITE. SENT REGULAR EMAIL UPDATES AND NEWSLETTERS TO OVER 7,000 INDIVIDUALS AND ORGANIZATIONS. PROVIDED TECHNICAL ASSISTANCE TO OVER 325 INDIVIDUALS AND ORGANIZATIONS. THE BUDGET CENTER WEBSITE RECEIVED A TOTAL OF 149,577 VISITORS IN 2018. 104064 HOSTED AN ANNUAL POLICY CONFERENCE ATTENDED BY 307 INDIVIDUALS. 1750551 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 CA X JANICE SELBY 9164440500 1107 9TH STREET 310 SACRAMENTO CA 95814 PAUL A ROSENSTIEL CHAIR 5.00 X X 0 0 0 FRANK J MECCA VICE CHAIR 2.00 X X 0 0 0 EMILY GORDON TREASURER 2.00 X X 0 0 0 VERONICA CARRIZALES BOARD MEMBER 2.00 X 0 0 0 TIM GAGE BOARD MEMBER 2.00 X 0 0 0 ALMA HERNANDEZ BOARD MEMBER 2.00 X 0 0 0 HILARY HOYNES BOARD MEMBER 2.00 X 0 0 0 JENNIFER ITO BOARD MEMBER 2.00 X 0 0 0 JOHN KIM BOARD MEMBER 2.00 X 0 0 0 JED KOLKO BOARD MEMBER 2.00 X 0 0 0 CHRISTOPHER HOENE EXECUTIVE DIRECTOR 40.00 X 195623 0 27914 STEVEN BLISS DIRECTOR OF STRATEGIC COMMUNICATIONS 40.00 X 142919 0 24721 SCOTT GRAVES DIRECTOR OF RESEARCH 40.00 X 146880 0 29077 JONATHAN KAPLAN SENIOR POLICY ANALYST 40.00 X 114682 0 17733 600104 0 99445 4 0 1 0 0 2164521 2164521 CONFERENCES 900099 104064 104064 PUBLICATIONS AND SUBSC 900099 6545 6545 110609 36438 36438 2311568 110609 0 36438 195623 195623 1048494 966382 8709 73403 321564 300341 2251 18972 48553 9932 36346 2275 15819 15708 111 66878 66410 468 12928 12838 90 97037 96358 679 5821 5780 41 5206 5170 36 STAFF DEVELOPMENT 20991 20844 147 FUNDRAISING 16678 16678 MISCELLANEOUS 13050 12959 91 PUBLICATIONS 11538 11457 81 36590 30749 5080 761 1916770 1750551 54130 112089 699960 1328392 1859586 1631073 14628 2246 29388 41372 54103 43417 9817 10686 4649 4649 2618028 3018418 189023 225343 20148 3792 209171 229135 X 1597945 1586312 810912 1202971 2408857 2789283 2618028 3018418 394798 -14372 0 X X 0 1 X 1 0 X 1023856 1017575 1037215 2167927 2164521 7411094 1023856 1017575 1037215 2167927 2164521 7411094 4048557 3362537 1048 17331 23462 9662 36438 87941 7499035 318127 0.44840 0.36400 X 0 0 1916855 1916855 245843 61461 0 0 228020 231948 245843 705811 1058717 870 180 1050 57005 57987 61461 176453 264680 870 870 54103 43417 10686 10686 X 2297196 -14372 -14372 2311568 0 2311568 1916770 0 1916770 0 1916770 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION TO EVALUATE TAX POSITIONS HELD BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. ORGANIZATION MANAGEMENT HAS DETERMINED THAT AS OF DECEMBER 31, 2018 THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION IS OPEN TO EXAMINATION FOR THE PREVIOUS THREE AND FOUR YEARS BY VARIOUS TAXING AUTHORITIES. 1 X 0 0 0 0 0 0 0 0 0 CHRISTOPHER HOENE EXECUTIVE DIRECTOR 195623 0 0 0 0 0 0 0 27914 0 223537 0 0 0 STEVEN BLISS DIRECTOR OF STRATEGIC COMMUNICATION 142919 0 0 0 0 0 0 0 24721 0 167640 0 0 0 SCOTT GRAVES DIRECTOR OF RESEARCH 146880 0 0 0 0 0 0 0 29077 0 175957 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. 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. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C: NO CHANGE