PUBLIC POLICY INSTITUTE OF CALIFORNIA: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PUBLIC POLICY INSTITUTE OF CALIFORNIA (EIN 94-3207299)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-02-26
IRS object ID
202610579349301701
Schema version
2024v5.5
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

FieldValueIRS element (for citing)
Return2026-02-26T14:58:33-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941254756PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOOD & STRONG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12580 N 1ST ST STE 460AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95131ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943207299EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PUBLIC POLICY INSTITUTE OF CALIFORNIABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPUBLBusinessNameControlTxt
Phone4152914400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1475 SANSOME STREET 1150AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOUGLAS MOOREPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone4152914400PhoneNum
Signature2026-02-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAGA E KISRIEVPreparerPersonNm
PTINP01008919PTIN
Phone4089988400PhoneNum
Preparation2026-02-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerTANI CANTIL-SAKAUYEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1475 SANSOME STREET 1150AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$75,255,234GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PPIC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionINFORM AND IMPROVE PUBLIC POLICY IN CALIFORNIA THROUGH INDEPENDENT, OBJECTIVE, NONPARTISAN RESEARCHActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee107TotalEmployeeCnt
Total Volunteers81TotalVolunteersCnt
Total Gross UBI$5,716,862TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$2,066,700NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,350,935PYContributionsGrantsAmt
CY Contributions Grants$4,629,877CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$15,722,216PYInvestmentIncomeAmt
CY Investment Income$34,148,388CYInvestmentIncomeAmt
PY Other Revenue-$1,701,378PYOtherRevenueAmt
CY Other Revenue-$2,366,156CYOtherRevenueAmt
PY Total Revenue$19,371,773PYTotalRevenueAmt
CY Total Revenue$36,412,109CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$15,739,858PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$16,498,720CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$834,881CYTotalFundraisingExpenseAmt
PY Other Expenses$7,848,962PYOtherExpensesAmt
CY Other Expenses$7,700,944CYOtherExpensesAmt
PY Total Expenses$23,588,820PYTotalExpensesAmt
CY Total Expenses$24,199,664CYTotalExpensesAmt
PY Revenues Less Expenses-$4,217,047PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$12,212,445CYRevenuesLessExpensesAmt
Total Assets BOY$370,980,032TotalAssetsBOYAmt
Total Assets EOY$371,918,499TotalAssetsEOYAmt
Total Liabilities BOY$36,502,846TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,256,524TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$334,477,186NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$368,661,975NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$18,126,292ExpenseAmt
Grant$0GrantAmt
Revenue$60RevenueAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$18,126,292TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document49IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee107EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DOUG MOOREBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4152914400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1475 SANSOME STREET 1150AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
TANI CANTIL-SAKAUYE
PRESIDENT AND CEO40.00Yes (X)Yes (X)$544,470$0$82,113
CHET HEWITT
BOARD CHAIR1.00Yes (X)Yes (X)$0$0$0
RUSTY AREIAS
DIRECTOR1.00Yes (X)$0$0$0
OPHELIA BASGAL
DIRECTOR1.00Yes (X)$0$0$0
SANDRA CELEDON
DIRECTOR (THRU 3/25)1.00Yes (X)$0$0$0
JOHN CHIANG
DIRECTOR1.00Yes (X)$0$0$0
CAROLINE CHOI
DIRECTOR1.00Yes (X)$0$0$0
A MARISA CHUN
DIRECTOR1.00Yes (X)$0$0$0
ANA J MATOSANTOS
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL MENDEZ
DIRECTOR1.00Yes (X)$0$0$0
STEVEN A MERKSAMER
DIRECTOR1.00Yes (X)$0$0$0
STEVE OLSEN
DIRECTOR1.00Yes (X)$0$0$0
LEON E PANETTA
DIRECTOR1.00Yes (X)$0$0$0
DAVE PUGLIA
DIRECTOR1.00Yes (X)$0$0$0
CASSANDRA WALKER PYE
DIRECTOR1.00Yes (X)$0$0$0
HELEN IRIS TORRES
DIRECTOR1.00Yes (X)$0$0$0
DAVID TRAVERSI
DIRECTOR1.00Yes (X)$0$0$0
GADDI H VASQUEZ
DIRECTOR1.00Yes (X)$0$0$0
LOUISE HENRY BRYSON
DIRECTOR (THRU 9/24)1.00Yes (X)$0$0$0
GERALD L PARKSKY
DIRECTOR (THRU 9/24)1.00Yes (X)$0$0$0
KIM POLESE
DIRECTOR (THRU 9/24)1.00Yes (X)$0$0$0
DOUGLAS MOORE
CHIEF FINANCIAL OFFICER40.00Yes (X)$120,483$0$43,332
DEBORAH GONZALEZ
SECRETARY40.00Yes (X)$251,484$0$26,949
MARTIN HOSHINO
CHIEF OPERATIONS OFFICER40.00Yes (X)$440,898$0$27,245
ABIGAIL COOK
VP OF COMMS/CHIEF STRATEGY OFFICER40.00$313,234$0$77,789Yes (X)
SANDRA RUIZ
VP OF PEOPLE AND CULTURE40.00$263,128$0$63,324Yes (X)
CAROLINE DANIELSON
VP OF RESEARCH40.00$266,381$0$44,276Yes (X)
SARAH BOHN
VP & DIR OF EPC & SENIOR FELLOW40.00$325,724$0$51,404Yes (X)
LETITIA GRENIER
DIR OF WATER POLICY CENTER & SENIOR FELLOW40.00$270,845$0$63,654Yes (X)
OLGA RODRIGUEZ
DIR PPIC HIGHER ED CENTER & SENIOR FELLOW40.00$225,216$0$27,173Yes (X)
ELLEN ELIZABETH HANAK VALLETTA
SENIOR FELLOW II (THRU 1/17/25)40.00$328,677$0$28,466Yes (X)
HANS JOHNSON
SENIOR FELLOW II40.00$305,331$0$58,655Yes (X)
MAGNUS LOFSTROM
POLICY DIRECTOR & SENIOR FELLOW 140.00$226,029$0$50,123Yes (X)
ERIC MCGHEE
POLICY DIRECTOR & SENIOR FELLOW 140.00$223,540$0$64,950Yes (X)
LYNETTE UBOIS
DIRECTOR OF CONTENT STRATEGY40.00$218,674$0$64,529Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,324,114TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$773,982TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K42IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
IPSOS PUBLIC AFFAIRS LLC
501 MERRITT 7NORWALKCT06851SURVEY$682,930
SHERATON GRAND HOTEL
1230 J STREETSACRAMENTOCA95814EVENTS$282,273
THE REGENTS OF UC - BERKELEY
109 PHILOSOPHY HALL 2370BERKELEYCA94720RESEARCH$206,866
THE REGENTS OF UNIVERSITY OF CALIFORNIA
228 ALDRICH HALLIRVINECA92697RESEARCH$161,746
AON INVESTMENTS USA INC
39584 TREASURY CENTERCHICAGOIL60694INVESTMENT CONSULTING$149,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K12CntrctRcvdGreaterThan100KCnt
Government Grants$784,303GovernmentGrantsAmt
All Other Contributions$3,845,574AllOtherContributionsAmt
Noncash Contributions$15,043NoncashContributionsAmt
Total Contributions$4,629,877TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,504,064TotalRevenueColumnAmt
Unrelated Business Revenue$112,874UnrelatedBusinessRevenueAmt
Exclusion$10,391,190ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$944,069RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$3,310,285RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$2,366,216RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,366,216TotalRevenueColumnAmt
Unrelated Business Revenue-$2,040,528UnrelatedBusinessRevenueAmt
Exclusion-$325,688ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$24,053,996SecuritiesAmt
Other$35,123,168OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$11,962,454SecuritiesAmt
Other$23,570,386OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$12,091,542SecuritiesAmt
Other$11,552,782OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,644,324TotalRevenueColumnAmt
Unrelated Business Revenue$7,644,516UnrelatedBusinessRevenueAmt
Exclusion$15,999,808ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescRESEARCH PUBLICATIONDesc
Business513190BusinessCd
Total Revenue Column$60TotalRevenueColumnAmt
Related Or Exempt Func Income$60RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$60OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,412,109TotalRevenueColumnAmt
Related Or Exempt Func Income$60RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$5,716,862UnrelatedBusinessRevenueAmt
Exclusion$26,065,310ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,529,121TotalAmt
Program Services$1,944,128ProgramServicesAmt
Management And General$1,584,993ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$9,928,245TotalAmt
Program Services$7,910,344ProgramServicesAmt
Management And General$1,585,738ManagementAndGeneralAmt
Fundraising$432,163FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$721,084TotalAmt
Program Services$542,874ProgramServicesAmt
Management And General$139,315ManagementAndGeneralAmt
Fundraising$38,895FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,458,653TotalAmt
Program Services$1,010,398ProgramServicesAmt
Management And General$372,348ManagementAndGeneralAmt
Fundraising$75,907FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$861,617TotalAmt
Program Services$645,009ProgramServicesAmt
Management And General$182,570ManagementAndGeneralAmt
Fundraising$34,038FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$87,160TotalAmt
Program Services$70,774ProgramServicesAmt
Management And General$13,398ManagementAndGeneralAmt
Fundraising$2,988FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$140,010TotalAmt
Management And General$140,010ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,146,359TotalAmt
Program Services$1,607,343ProgramServicesAmt
Management And General$464,983ManagementAndGeneralAmt
Fundraising$74,033FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,121,732TotalAmt
Program Services$840,073ProgramServicesAmt
Management And General$227,818ManagementAndGeneralAmt
Fundraising$53,841FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$208,983TotalAmt
Program Services$175,300ProgramServicesAmt
Management And General$23,004ManagementAndGeneralAmt
Fundraising$10,679FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$270,089TotalAmt
Program Services$222,410ProgramServicesAmt
Management And General$35,721ManagementAndGeneralAmt
Fundraising$11,958FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,500,927TotalAmt
Program Services$1,245,312ProgramServicesAmt
Management And General$188,704ManagementAndGeneralAmt
Fundraising$66,911FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$238,049TotalAmt
Program Services$156,764ProgramServicesAmt
Management And General$71,807ManagementAndGeneralAmt
Fundraising$9,478FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$90,377TotalAmt
Program Services$72,160ProgramServicesAmt
Management And General$16,056ManagementAndGeneralAmt
Fundraising$2,161FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$88,440TotalAmt
Program Services$73,601ProgramServicesAmt
Management And General$10,882ManagementAndGeneralAmt
Fundraising$3,957FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$174,941TotalAmt
Program Services$145,880ProgramServicesAmt
Management And General$21,311ManagementAndGeneralAmt
Fundraising$7,750FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SURVEYS$689,334$689,334
EVENTS$436,450$364,462$70,817$1,171
OTHER EMPLOYEE EXPENSES$101,421$52,709$40,352$8,360
WEBSITE$69,454$67,239$1,624$591

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$337,218TotalAmt
Program Services$290,178ProgramServicesAmt
Management And General$47,040ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$24,199,664TotalAmt
Program Services$18,126,292ProgramServicesAmt
Management And General$5,238,491ManagementAndGeneralAmt
Fundraising$834,881FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$635,803BOYAmt
EOY$561,011EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,438,998BOYAmt
EOY$1,512,890EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,505,612BOYAmt
EOY$1,702,200EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$451,631BOYAmt
EOY$1,908EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$926,496BOYAmt
EOY$381,247EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,045,866LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,687,723LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$19,731,776BOYAmt
EOY$358,143EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$293,929,137BOYAmt
EOY$312,645,256EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$50,749,194BOYAmt
EOY$54,082,873EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$611,385BOYAmt
EOY$672,971EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$370,980,032BOYAmt
EOY$371,918,499EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,257,970BOYAmt
EOY$2,583,553EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,705,000BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$19,928,491BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$611,385BOYAmt
EOY$672,971EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$36,502,846BOYAmt
EOY$3,256,524EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$321,420,004BOYAmt
EOY$358,314,301EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,057,182BOYAmt
EOY$10,347,674EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$334,477,186BOYAmt
EOY$368,661,975EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$370,980,032BOYAmt
EOY$371,918,499EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$12,212,445ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$21,972,344NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,418,472CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,574,979CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,253,386CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,350,935CurrentTaxYearMinus1YearAmt
Current Tax Year$4,629,877CurrentTaxYearAmt
Total$30,227,649TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,418,472CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,574,979CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,253,386CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,350,935CurrentTaxYearMinus1YearAmt
Current Tax Year$4,629,877CurrentTaxYearAmt
Total$30,227,649TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,277,656SubstantialContributorsTotAmt
Public Support Total170$23,949,993PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,845,919CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,678,460CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,749,587CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,122,276CurrentTaxYearMinus1YearAmt
Current Tax Year$10,391,190CurrentTaxYearAmt
Total$40,787,432TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$2,066,700CurrentTaxYearAmt
Total$2,066,700TotalAmt
FieldValueIRS element (for citing)
Total Support$73,081,781TotalSupportAmt
Gross Receipts Rltd Activities$282GrossReceiptsRltdActivitiesAmt
Public Support CY1700.32770PublicSupportCY170Pct
Public Support PY1700.34240PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests PY170Yes (X)ThirtyThrPctSuprtTestsPY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,341,065BeginningYearBalanceAmt
Investment Earnings Or Losses$274,298InvestmentEarningsOrLossesAmt
End Year Balance$2,615,363EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,149,336BeginningYearBalanceAmt
Investment Earnings Or Losses$191,729InvestmentEarningsOrLossesAmt
End Year Balance$2,341,065EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,892,401BeginningYearBalanceAmt
Investment Earnings Or Losses$256,935InvestmentEarningsOrLossesAmt
End Year Balance$2,149,336EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,105,247BeginningYearBalanceAmt
Investment Earnings Or Losses-$212,846InvestmentEarningsOrLossesAmt
End Year Balance$1,892,401EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,710,480BeginningYearBalanceAmt
Investment Earnings Or Losses$394,767InvestmentEarningsOrLossesAmt
End Year Balance$2,015,247EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,646,079OtherCostOrOtherBasisAmt
Depreciation$3,453,330DepreciationAmt
Book Value$192,749BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,399,787OtherCostOrOtherBasisAmt
Depreciation$2,234,393DepreciationAmt
Book Value$165,394BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$358,143TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (17 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
2008 ADAMS ST. DIRECT$128,242F
2008 ADAMS ST. US$25,211F
2008 ADAMS ST. NON US$32,279F
2006 ADAMS ST. US$48,125F
2006 ADAMS ST. NON US$14,589F
2011 ADAMS ST. DIRECT$290,227F
2011 ADAMS ST. US$1,752,534F
2011 ADAMS ST. NON US DEV MKT$955,734F
2011 ADAMS ST. EMERGING MARKETS$411,030F
2017 ADAMS ST. GLOBAL$9,154,773F
UBS TRUMBULL$5,480,558F
PRUDENTIAL REAL ESTATE$14,562,222F
HARBOURVEST 2021$14,476,438F
HARBOURVEST 2023$3,995,687F
2017 ADAMS ST. US$83,429F
2017 ADAMS ST. NON US$52,695F
ARES SENIOR DIRECT LENDING FUND (DELAWARE) (U) III LP$2,619,100F
FieldValueIRS element (for citing)
Total Book Value Securities$54,082,873TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
Desc457(B) PLAN LIABILITYDesc
Amt$672,971Amt
FieldValueIRS element (for citing)
Total Liability$672,971TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$58,604,310TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$21,972,344NetUnrealizedGainsInvstAmt
Revenue Not Reported$21,972,344RevenueNotReportedAmt
Revenue Subtotal$36,631,966RevenueSubtotalAmt
Investment Expenses Not Incld$2,146,359InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$2,366,216OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$219,857RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$36,412,109TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$24,419,521TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$2,366,216OtherExpensesIncludedAmt
Expenses Not Reported$2,366,216ExpensesNotReportedAmt
Expenses Subtotal$22,053,305ExpensesSubtotalAmt
Investment Expenses Not Incld2$2,146,359InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$2,146,359ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$24,199,664TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:PPIC IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE CALIFORNIA TAX CODE. ACCORDINGLY, THE OPERATIONS OF PPIC ARE CURRENTLY CONSIDERED EXEMPT FROM FEDERAL AND STATE INCOME AND EXCISE TAXES.
PART XI, LINE 4B - OTHER ADJUSTMENTS:BUILDING FINANCING COSTS RECLASSIFIED TO REVENUE -1,066,434. NET INCOME FROM BUILDING OPERATIONS RECLASSIFIED TO REVENUE -1,299,782.
PART XII, LINE 2D - OTHER ADJUSTMENTS:BUILDING FINANCING COSTS RECLASSIFIED TO REVENUE 1,066,434. NET INCOME FROM BUILDING OPERATIONS RECLASSIFIED TO REVENUE 1,299,782.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,RegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConductedTxt
Region Total Expenditures$18,472,125RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$18,472,125SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$18,472,125TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
TANI CANTIL-SAKAUYE
PRESIDENT AND CEO$544,470$0$0$0$0$0$41,043$0$41,070$0$626,583$0$0$0
MARTIN HOSHINO
CHIEF OPERATIONS OFFICER$440,898$0$0$0$0$0$27,245$0$0$0$468,143$0$0$0
ABIGAIL COOK
VP OF COMMS/CHIEF STRATEGY OFFICER$313,234$0$0$0$0$0$36,932$0$40,857$0$391,023$0$0$0
SARAH BOHN
VP & DIR OF EPC & SENIOR FELLOW$325,724$0$0$0$0$0$37,976$0$13,428$0$377,128$0$0$0
HANS JOHNSON
SENIOR FELLOW II$305,331$0$0$0$0$0$30,554$0$28,101$0$363,986$0$0$0
ELLEN ELIZABETH HANAK VALLETTA
SENIOR FELLOW II (THRU 1/17/25)$328,677$0$0$0$0$0$28,466$0$0$0$357,143$0$0$0
LETITIA GRENIER
DIR OF WATER POLICY CENTER & SENIOR$270,845$0$0$0$0$0$30,593$0$33,061$0$334,499$0$0$0
SANDRA RUIZ
VP OF PEOPLE AND CULTURE$263,128$0$0$0$0$0$29,529$0$33,795$0$326,452$0$0$0
CAROLINE DANIELSON
VP OF RESEARCH$266,381$0$0$0$0$0$31,309$0$12,967$0$310,657$0$0$0
ERIC MCGHEE
POLICY DIRECTOR & SENIOR FELLOW 1$223,540$0$0$0$0$0$24,093$0$40,857$0$288,490$0$0$0
LYNETTE UBOIS
DIRECTOR OF CONTENT STRATEGY$218,674$0$0$0$0$0$23,648$0$40,881$0$283,203$0$0$0
DEBORAH GONZALEZ
SECRETARY$251,484$0$0$0$0$0$26,949$0$0$0$278,433$0$0$0
MAGNUS LOFSTROM
POLICY DIRECTOR & SENIOR FELLOW 1$226,029$0$0$0$0$0$24,172$0$25,951$0$276,152$0$0$0
OLGA RODRIGUEZ
DIR PPIC HIGHER ED CENTER & SENIOR F$225,216$0$0$0$0$0$24,639$0$2,534$0$252,389$0$0$0
DOUGLAS MOORE
CHIEF FINANCIAL OFFICER$120,483$0$0$0$0$0$25,444$0$17,888$0$163,815$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationTANI GORRE CANTIL-SAKAUYE, DEBORAH GONZALEZ, SANDRA SUSANA RUIZ, CAROLINE P. DANIELSON, SARAH E. BOHN, JILL LETITIA GRENIER, OLGA RODRIGUEZ, ELLEN ELIZABETH HANAK VALLETTA, AND HANS P JOHNSON RECEIVED HEALTH CLUB DUE REIMBURSEMENTS. THESE REIMBURSEMENTS WERE TREATED AS TAXABLE COMPENSATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1:THE PUBLIC POLICY INSTITUTE OF CALIFORNIA (PPIC) IS DEDICATED TO INFORMING AND IMPROVING PUBLIC POLICY IN CALIFORNIA THROUGH INDEPENDENT, OBJECTIVE, NONPARTISAN RESEARCH.
FORM 990, PART III, LINE 1:PPIC IS A NONPROFIT, NONPARTISAN THINK TANK DEDICATED TO INFORMING AND IMPROVING PUBLIC POLICY IN CALIFORNIA THROUGH RIGOROUS, INDEPENDENT, OBJECTIVE RESEARCH. PPIC IS COMMITTED TO PROVIDING DATA-DRIVEN INFORMATION THAT ENCOURAGES PRODUCTIVE DIALOGUE AND INSPIRES SUSTAINABLE POLICY SOLUTIONS IN SACRAMENTO AND AROUND THE STATE. PPIC'S CENTRAL AUDIENCES ARE CALIFORNIA'S ELECTED OFFICIALS AND POLICYMAKERS AT THE LOCAL, STATE, AND FEDERAL LEVELS. PPIC ALSO INFORMS KEY POLICY INFLUENCERS-FROM TRADITIONAL AND SOCIAL MEDIA TO LEADERS IN THE BUSINESS AND NONPROFIT COMMUNITIES. PPIC DOES NOT TAKE OR SUPPORT POSITIONS ON ANY BALLOT MEASURES OR ON ANY LOCAL, STATE, OR FEDERAL LEGISLATION, NOR DOES IT ENDORSE, SUPPORT, OR OPPOSE ANY POLITICAL PARTIES OR CANDIDATES FOR PUBLIC OFFICE.
FORM 990, PART III, LINE 4A:PPIC IS COMMITTED TO PROVIDING ESSENTIAL INFORMATION AND FRAMING POLICY DEBATES TO SHAPE A BETTER FUTURE FOR CALIFORNIA. WE IDENTIFY PRACTICAL, FORWARD-LOOKING APPROACHES TO CALIFORNIA'S MOST PRESSING CHALLENGES. OUR PUBLICATIONS RANGE FROM ONE-PAGE FACT SHEETS TO COMPREHENSIVE, IN-DEPTH REPORTS; ALL PUBLICATIONS ARE AVAILABLE ON PPIC'S WEBSITE - PPIC.ORG - FREE OF CHARGE. ON AVERAGE, PPIC PRODUCES 80 PUBLICATIONS PER YEAR. THE PPIC BLOG OFFERS TIMELY COMMENTARY AND ANALYSIS. OUR BLOG PRODUCES CLOSE TO 175 POSTS ANNUALLY, WHICH ARE WIDELY DISTRIBUTED THROUGH OUR EMAIL MARKETING AND SOCIAL MEDIA CHANNELS. WE REGULARLY BRING LEADERS AND STAKEHOLDERS TOGETHER AT PUBLIC EVENTS TO INSPIRE NEW THINKING AND FIND INNOVATIVE ANSWERS TO CRITICAL POLICY QUESTIONS. WE HOST APPROXIMATELY 30 HIGH-PROFILE EVENTS - BOTH IN-PERSON AND ONLINE - EACH YEAR, WITH HUNDREDS OF PARTICIPANTS AT EACH CONVENING. WE ARE ROUTINELY CITED IN NATIONAL AND STATE MEDIA ARTICLES, AVERAGING 15,000 PER YEAR. AROUND 2.2 MILLION PAGES ARE VIEWED ON OUR WEBSITE. WE POST APPROXIMATELY 3,500 TIMES ON OUR SOCIAL MEDIA CHANNELS, RESULTING IN NEARLY 1,500,000 IMPRESSIONS ANNUALLY. OUR RESEARCHERS TESTIFY REGULARLY AT LEGISLATIVE HEARINGS AND PPIC RESEARCH IS CITED IN THE TEXT OF OVER 100 BILLS OR BILL ANALYSES PER TWO-YEAR LEGISLATIVE CYCLE. PPIC'S WORK IS DEFINED BY THREE STRATEGIC PRIORITIES: - IMPROVING OPPORTUNITY FOR CALIFORNIANS - WE ENCOURAGE THE DEVELOPMENT OF POLICIES THAT IMPROVE THE WELL-BEING OF ALL CALIFORNIANS. AREAS OF FOCUS INCLUDE EDUCATION, THE SAFETY NET, CRIMINAL JUSTICE, AND WATER, LAND, AND AIR. - UNDERSTANDING CALIFORNIA'S FUTURE - WE ANALYZE KEY DEMOGRAPHIC, ECONOMIC, ENVIRONMENTAL, AND POLITICAL TRENDS TO ANTICIPATE MAJOR CHALLENGES AND IDENTIFY PRACTICAL POLICY SOLUTIONS. - INFORMING CIVIC LIFE - OUR STATEWIDE SURVEY PROVIDES A VOICE FOR CALIFORNIANS ON CRITICAL ISSUES AND OUR PUBLIC EVENTS PROMOTE CONSTRUCTIVE DIALOGUE TO HELP REALIZE CALIFORNIA'S POTENTIAL. IN ADDITION, PPIC HOUSES FOUR POLICY CENTERS. THE PPIC ECONOMIC POLICY CENTER INSPIRES PRACTICAL POLICY SOLUTIONS THAT PROMOTE A ROBUST, RESILIENT ECONOMY, IMPROVING THE PROSPECTS OF WORKERS, FAMILIES, AND BUSINESSES STATEWIDE. THE PPIC HIGHER EDUCATION CENTER ADVANCES PRACTICAL SOLUTIONS THAT ENHANCE EDUCATIONAL OPPORTUNITIES FOR ALL OF CALIFORNIA'S STUDENTS - IMPROVING LIVES AND EXPANDING ECONOMIC GROWTH ACROSS THE STATE. THE PPIC STATEWIDE SURVEY PROVIDES A VOICE FOR THE PUBLIC ON CALIFORNIA'S KEY POLICY ISSUES. THE PPIC WATER POLICY CENTER SPURS INNOVATIVE WATER MANAGEMENT SOLUTIONS THAT SUPPORT A HEALTHY ECONOMY, ENVIRONMENT, AND SOCIETY. OUR EXTENSIVE OUTREACH ACTIVITIES BRING PPIC'S WORK TO AN EVER-EXPANDING AUDIENCE IN SACRAMENTO AND BEYOND. OUR EVENTS FEATURE VIEWPOINTS ACROSS THE POLITICAL SPECTRUM, PROMOTING CONSTRUCTIVE, THOUGHTFUL, AND RESPECTFUL DIALOGUE ON THE ISSUES THAT MATTER MOST TO CALIFORNIA. THROUGH OUR WEBSITE AND PUBLIC EVENTS, PPIC AIMS TO BE AN INFORMATION RESOURCE FOR ENGAGED CALIFORNIANS ACROSS THE STATE. OUR CENTRAL AUDIENCES ARE CALIFORNIA'S ELECTED OFFICIALS AND POLICYMAKERS AT THE LOCAL, STATE, AND FEDERAL LEVELS. THESE LEADERS ROUTINELY DRAW ON PPIC RESEARCH TO MAKE VITAL POLICY CHOICES ON A WIDE RANGE OF TOPICS. OUR WORK IS REGULARLY CITED IN BILL ANALYSES AND OUR EXPERTS ARE OFTEN INVITED TO TESTIFY BEFORE THE STATE LEGISLATURE AND OTHER GOVERNMENTAL ENTITIES. PPIC RECEIVES GENEROUS SUPPORT FROM FOUNDATIONS, CORPORATIONS, AND INDIVIDUALS. OUR ENDOWMENT ALSO SUPPORTS RESEARCH AND OTHER CRITICAL ACTIVITIES. PPIC IS A 501(C)(3) PUBLIC CHARITY AND DOES NOT TAKE OR SUPPORT POSITIONS ON ANY BALLOT MEASURES OR ON ANY LOCAL, STATE, OR FEDERAL LEGISLATION, NOR DOES IT ENDORSE, SUPPORT, OR OPPOSE ANY POLITICAL PARTIES OR CANDIDATES FOR PUBLIC OFFICE. PPIC WAS ESTABLISHED IN 1994 WITH A GIFT FROM WILLIAM R. HEWLETT. TANI CANTIL-SAKAUYE IS PRESIDENT AND CEO AND OPHELIA BASGAL IS CHAIR OF THE BOARD OF DIRECTORS. PPIC HAS OFFICES IN SAN FRANCISCO AND SACRAMENTO.
FORM 990, PART VI, SECTION B, LINE 11BPPIC'S CFO AND CONTROLLER ARE RESPONSIBLE FOR THE TIMELY PREPARATION OF THE IRS FORM 990. WHEN A DRAFT HAS BEEN COMPLETED, IT IS DISTRIBUTED TO THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW, COMMENTS, AND DISCUSSION. ANY QUESTIONS, CONCERNS AND CHANGES BY THE COMMITTEE ARE PROVIDED TO STAFF FOR INCORPORATION INTO THE FORM 990. THE FULL BOARD IS PROVIDED A COPY OF THE DRAFT FOR REVIEW AND COMMENTS.
FORM 990, PART VI, SECTION B, LINE 12CPPIC'S CONFLICT OF INTEREST POLICY REQUIRES ALL RESEARCHERS TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST TO THE RESEARCH OPERATIONS MANAGER. IF THE OPERATIONS MANAGER DETERMINES THAT A CONFLICT OF INTEREST MAY EXIST, THE MATTER IS REVIEWED BY THE VICE PRESIDENT OF RESEARCH AND THE CFO. IN THE EVENT OF A DISAGREEMENT, THE MATTER IS TAKEN TO PPIC'S PRESIDENT. IF THE MATTER INVOLVES A MEMBER OF THE BOARD OF DIRECTORS IT IS REVIEWED BY THE FULL BOARD. THE POLICY IS PROVIDED TO ALL STAFF AS WELL AS THE MEMBERS OF THE BOARD OF DIRECTORS, IS CONTAINED IN THE HUMAN RESOURCES MANUAL, AND REMINDERS OF THE POLICY ARE ISSUED PERIODICALLY. IF A RESEARCH PROJECT IS FOUND TO PRESENT AN UNACCEPTABLE CONFLICT OF INTEREST, THE RESEARCH PLAN MAY BE MODIFIED, INDEPENDENTLY REVIEWED, OR THE RESEARCHER MAY BE DISQUALIFIED FROM PARTICIPATING IN THE RESEARCH. PPIC'S BOARD OF DIRECTORS HAS QUARTERLY MEETINGS TO DISCUSS AND REVIEW FINANCIAL REPORTING AND OTHER GOVERNING AND MANAGEMENT POLICIES.
FORM 990, PART VI, SECTION B, LINE 15PPIC HAS A MANAGEMENT GROUP THAT REVIEWS ALL STAFF EVALUATIONS INCLUDING KEY EMPLOYEES. FOLLOWING MANAGEMENT REVIEW, STAFF COMPENSATION IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AS PART OF THE ANNUAL BUDGET APPROVAL MEETING. THE CEO EVALUATION IS CONDUCTED SEPARATELY BY THE BOARD OF DIRECTORS. THE BOARD MUST APPROVE SALARIES OF THE CEO, CFO, AND VICE-PRESIDENT OF RESEARCH.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS INCLUDING THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). ANY INDIVIDUAL WHO WOULD LIKE A COPY SHOULD CONTACT PPIC. AUDITED FINANCIAL STATEMENTS AND THE IRS FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.

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