2016-06-21T09:17:49-07:00 2015-12-31 Damore Hamric & Schneider Inc 1515 River Park Dr Ste 150 Sacramento CA 958154606 990 2015-01-01 680346784 CALIFORNIA BUDGET & POLICY CENTER CALI 9164440500 1107 9TH STREET SACRAMENTO CA 95814 CHRISTOPHER HOENE Executive Director 2016-06-21 true MARTA J WILLIAMS P00092083 9164812856 2015 2016-09-27 15:27:22Z CHRISTOPHER HOENE 1107 9TH STREET 310 SACRAMENTO CA 95814 1097242 false false 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. 12 12 13 0 1023856 1017575 45640 62336 1048 17331 0 1070544 1097242 0 0 1150698 1196639 0 40200 390915 363761 1541613 1560400 -471069 -463158 2750795 2233145 182848 123728 2567947 2109417 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. THROUGH INDEPENDENT FISCAL AND POLICY ANALYSIS, PUBLIC EDUCATION, AND COLLABORATION WITH OTHER ORGANIZATIONS, THE PROJECT WORKS TO IMPROVE PUBLIC POLICIES AFFECTING THE ECONOMIC AND SOCIAL WELL-BEING OF LOW AND MIDDLE-INCOME CALIFORNIANS. false false 1482181 ANALYZED PUBLIC POLICIES AND RESEARCH FINDINGS THROUGH 50 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 5,000 INDIVIDUALS AND ORGANIZATIONS. PROVIDED TECHNICAL ASSISTANCE TO OVER 450 INDIVIDUALS AND ORGANIZATIONS. MAINTAINED A WEBSITE AT WWW.CALBUDGETCENTER.ORG WHICH RECEIVED OVER 7,456 VISITORS PER MONTH IN 2015. HOSTED AN ANNUAL POLICY CONFERENCE ATTENDED BY OVER 350 INDIVIDUALS. 1482181 true true false true false false false false false false true false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false true 6 0 true 13 true false false false false false false true true false 0 false false false false false false false false false false X 12 12 false false true false false false false true true false false true true true true true true true true false CA X CHRISTOPHER HOENE 9164440500 1107 9TH STREET 310 SACRAMENTO CA 95814 VERONICA CARRIZALES BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN ELLWOOD BOARD MEMBER 1.00 0.00 X 0 0 0 KIRKE WILSON Board Member 1.00 0.00 X 0 0 0 DEAN TIPPS BOARD MEMBER 1.00 0.00 X 0 0 0 JED KOLKO BOARD MEMBER 1.00 0.00 X 0 0 0 ANA MATOSANTOS BOARD MEMBER 1.00 0.00 X 0 0 0 TIM GAGE BOARD MEMBER 1.00 0.00 X 0 0 0 FRANK MECCA BOARD MEMBER 1.00 0.00 X 0 0 0 JENNIFER ITO BOARD MEMBER 1.00 0.00 X 0 0 0 CONNIE PEREZ Treasurer 1.00 0.00 X 0 0 0 ELLEN WU Secretary 1.00 0.00 X 0 0 0 PAUL ROSENSTIEL Chair 4.00 0.00 X 0 0 0 CHRISTOPHER HOENE Executive Dir. 40.00 0.00 X 169398 0 19899 SCOTT GRAVES RESEARCH DIRECTOR 40.00 0.00 X 127201 0 21985 STEVEN BLISS STRAT PLAN. DIR. 40.00 0.00 X 107742 0 19948 JONATHAN KAPLAN SR. POLICY ANALYST 40.00 0.00 X 105759 0 7897 510100 69729 4 false true false 0 1017575 1017575 CONFERENCES 519100 51473 51473 PUBLICATIONS 519100 10645 10645 TRAINING FEES 519100 218 218 62336 17331 17331 0 0 0 0 0 0 0 0 1097242 62336 17331 0 0 0 0 189297 160902 28395 0 822856 818861 3382 613 0 184486 181414 697 2375 0 0 0 0 0 0 0 101602 80363 21239 0 9105 8649 456 2311 2196 115 0 58768 55830 2938 4894 4649 245 0 81951 77854 4097 0 0 8406 7986 420 4134 3927 207 Printing and Publications 30192 25237 1328 3627 EQUIPMENT PURCHASES 13345 12678 667 Postage and Shipping 11582 10312 579 691 WORKER'S COMP INSURANCE 11353 10785 568 26118 20538 1081 4499 1560400 1482181 38019 40200 924631 737777 1691717 1446345 0 77995 2047 0 0 0 0 34369 31170 47450 36293 17434 11157 0 0 0 0 4649 4649 2750795 2233145 168512 118907 7454 4003 6882 818 182848 123728 X 1947948 1565668 619999 543749 2567947 2109417 2750795 2233145 -463158 4628 X false true X true false X 910379 961307 907706 1023856 1017575 4820823 0 0 910379 961307 907706 1023856 1017575 4820823 3668508 1152315 12052 5148 2639 1048 17331 38218 0 0 4859041 272129 0.23710 0.22770 X Prior Year Facts and Circumstances: The California Budget and Policy Centers governing body represents the broad interest of the general publicGoverning Board. The California Budget & Policy Center is an independent, nonprofit organization governed by a 9-17 member board of directors that provides general oversight and direction for the organization. Board membership is drawn from the core audiences and stakeholder groups involved in the Budget Centers work. Current board members are affiliated with the County Welfare Directors Association of California, Program for Environmental and Regional Equity at the University of Southern California, and the Goldman School of Public Policy at the University of California, Berkeley, among others. Board members bring experience from their individual and organizational leadership in local, diverse communities as well as deep statewide policy expertise and relationships with philanthropy. The board is primarily a policy-setting entity, focused on strategic planning, oversight (fiduciary and otherwise), and the policy roles of the organization. CBPC provides facilities or services directly for the benefit of the general public on a continuous basisA commitment to collaboration with a diverse array of groups is at the core of the Budget Centers mission to expand participation in budget and budget-related policy debates. In 2015 the Budget Center:- Hosted an annual policy conference with approximately 350 people attending. The annual conference features experts from various budget and policy arenas. - Spoke at meetings and events sponsored by a diverse array of organizations. Budget Center staff delivered over 68 presentations in 2015 throughout the state on a variety of budget and related policy issues. - Provided training on the budget process. The Budget Center conducts annual workshops in December of each year, just prior to the state budget cycle, aimed at increasing the ability of advocates and community leaders to participate effectively in budget and policy debates, based on the Budget Centers popular training curriculum, Dollars and Democracy: A Guide to the California Budget Process. In 2015, the workshops was attended by 90 people. The Budget Center also delivered multiple budget training workshops throughout 2015 to groups including the Womens Policy Institute, the Leadership Institute of Hispanas Organized for Political Equality (HOPE), Hunger Advocacy Network, Southern California Grantmakers, San Diego Grantmakers, and Northern California Grantmakers, among others. The delivery of training on the budget process is also part of the Budget Centers strategy for expanding its engagement in targeted communities.- Provided technical assistance. Technical assistance is one of the means by which the Budget Center facilitates greater understanding of and participation in state budget and policy debates. In 2015, the Budget Center received and responded to more than 20 requests for information and assistance each month. Requests came from a variety of sources, including service providers, state and local policymakers and government agencies, the media, and policy organizations in other states.-The Budget Center website prioritizes more active and frequent sharing of our work with our audiences, making our analyses, infographics, and commentary more accessible. -The Budget Centers blog Budget Bites, features frequent postings analyzing the implications of proposed and enacted state and federal budget and policy decisions for California families and communities. Members of the public having special knowledge or expertise, public officials, or civic or community leaders participate in and/or sponsor programs of CBPCThe Budget Center hosted the following events in partnership with other organizations:-Policy Insights 2015 featured experts from the education, criminal justice and health arenas as well as elected officials speaking on tax policy and poverty. -The Budget Center presented A Guide to the States Budget Process and Overview of the Governors 2015-16 Proposed Budget to staff and elected officials in San Bernardino, Ventura, and Alameda counties as well as the City of Los Angeles. -The Budget Center also partnered with the Lucile Packard Foundation for Childrens Health on a webinar on titled Childrens Health in California: How Can State Policies Help Promote a Lifetime of Health and Well-Being? -The Budget Center hosted an online panel discussion Perspectives on Poverty with experts from various poverty organizations including Western Center on Law & Poverty, California Rural Legal Assistance, and Los Angeles Alliance for a New Economy (LAANE). CBPC maintains a definitive program for accomplishing its charitable work in the communityThe CBPCs vision and history includes: Our vision is of a California where everyone has the opportunity to participate fully in the states economic, social, and political life. This will require our state to make smart policy choices and the right kinds of public investments today, so we can: create a world-class system of education, from preschool up through college and beyond, help bring a range of employment and housing options within reach of individuals and families, enable communities to be safe and healthy, and provide a strong safety-net for individuals and families who are struggling to find work or make ends meet.The California Budget & Policy Center was founded in 1995 to fill a serious unmet need: for a credible, independent source of information on how budget and tax policies affect low- and middle-income Californians.Over the years, our organization has grown from a staff of one to a team whose expertise cuts across issues ranging from tax policy and economic trends to education, health, criminal justice, and others. The Budget Center seeks to inform state budget and policy debates by publishing timely analyses and commentary; providing invited testimony at legislative hearings; offering regular trainings on the state budget process and fostering civic engagement, and providing public education as well as customized technical assistance. We serve as a trusted resource for the media and speak at dozens of conferences, convenings, and community meetings around the state each year. The Budget Center also holds Policy Insights, an annual conference that brings together hundreds of advocates, policymakers, researchers, and other leaders working to improve the lives of low- and middle-income Californians.Our work rests on a basic premise: that Californias budget and policy choices should reflect our states values and priorities. By examining the most pressing budget and policy issues and making them accessible and more understandable, we aim to broaden participation in state policy debates and help foster outcomes that work for all Californians, especially those individuals and communities who have not yet shared in our states economic prosperity.Core PrinciplesSince our founding, the CBPCs work has been guided by four core principles:Independence: The Budget Center provides fact-based, nonpartisan analyses of state fiscal and tax policies and their implications for all Californians, with a special focus on their impact on low- and middle-income individuals.Fairness and Equity: The Budget Centers work is grounded in the fundamental belief that government should work to improve the lives of the people it serves. The Budget Center maintains a deep commitment to ensuring that public policies and programs respond effectively to the needs and interests of lower-income individuals, families, and communities throughout California.Integrity: The Budget Center conducts its work with the highest level of intellectual honesty, accuracy, and objectivity in order to effectively inform state fiscal, tax, and other public policies.Empowerment: The Budget Center provides accessible, useable, and timely information on state fiscal, tax, and related public policies in order to expand civic engagement in policy debates.The California Budget & Policy Center is a nonpartisan organization. We neither support nor oppose any political party nor any candidate running for elected office. We focus solely on evaluating public policies and their impact on low- and middle-income Californians. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 870 870 1559530 1560400 228020 57005 false 33 228020 228053 342080 164 870 1034 8 57005 57013 85520 164 870 1034 47450 36293 11157 11157 CAPITAL LEASE OBLIGATION 818 818 1097242 1097242 1097242 1560400 1560400 1560400 X false false false false false false false false false false CHRISTOPHER HOENE Executive Dir. 169398 8470 11429 189297 Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: ANALYZED PUBLIC POLICIES AND RESEARCH FINDINGS THROUGH 50 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 5,000 INDIVIDUALS AND ORGANIZATIONS. PROVIDED TECHNICAL ASSISTANCE TO OVER 450 INDIVIDUALS AND ORGANIZATIONS. Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents THE NAME OF CALIFORNIA BUDGET PROJECT OFFICIALLY CHANGED TO CALIFORNIA BUDGET & POLICY CENTER. Form 990, Part VI, Line 11b: Form 990 Review Process 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, Line 12c: Explanation of Monitoring and Enforcement of Conflicts EMPLOYEES ARE REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY UPON BEING HIRED. BOARD MEMBERS DO NOT RECEIVE ANY COMPENSATION AND NO PAYMENTS ARE MADE TO ANY ORGANIZATION OR INDIVIDUAL REPRESENTED ON THE BOARD. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management 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. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees EACH KEY EMPLOYEE'S COMPENSATION IS DETERMINED IN CONJUNCTION WITH AN ANNUAL WRITTEN EVALUATION BY THE DIRECTOR SUPERVISOR. THE SUPERVISOR AND THE EMPLOYEE SIGN THE WRITTEN EVALUATION DOCUMENTING THE APPROVED COMPENSATION. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available AVAILABLE UPON REQUEST.