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Nonprofiteer
← CALIFORNIA POLICY CENTER

Form 990 for tax year 2025

Filed by CALIFORNIA POLICY CENTER.

Totals

Total revenue
$3,245,986
Total expenses
$3,054,136
Contributions and grants received
$3,120,715
Grants paid
$450,000
Program service revenue
$0
Investment income
$73,946
Other revenue
$51,325
Total assets, end of year
$2,932,829
Total liabilities, end of year
$1,057,020
Net assets or fund balances, end of year
$1,875,809
Program services expenses (Part IX)
$2,296,239
Management and general expenses
$257,424
Fundraising expenses
$500,473
Program service expenses (Part III)
$2,296,239

Program services were 75.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $3,120,715

  • 3 · Investment income

    total $11,814 · excluded $11,814

  • 7a · Gross sales of assets other than inventory

    securities $141,286

  • 7b · Less cost or other basis and sales expenses

    securities $79,154

  • 7c · Gain or loss

    securities $62,132

  • 7d · Net gain or loss

    total $62,132 · related or exempt $62,132

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: LAWSUIT PROCEEDS

    total $51,325 · excluded $51,325

  • 11e · Other revenue, total

    $51,325

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $450,000 · program services $450,000

  • 5 · Compensation of officers, directors and key employees

    total $379,879 · program services $263,363 · management and general $19,632 · fundraising $96,884

  • 7 · Other salaries and wages

    total $1,164,445 · program services $844,321 · management and general $95,772 · fundraising $224,352

  • 11b · Fees: legal

    total $120,513 · program services $99,497 · management and general $21,016

  • 11c · Fees: accounting

    total $31,440 · management and general $31,440

  • 12 · Advertising and promotion

    total $102,181 · program services $51,224 · management and general $992 · fundraising $49,965

  • 13 · Office expenses

    total $100,884 · program services $31,822 · management and general $28,179 · fundraising $40,883

  • 14 · Information technology

    total $77,626 · program services $77,626

  • 16 · Occupancy

    total $118,250 · program services $94,250 · management and general $24,000

  • 17 · Travel

    total $86,361 · program services $32,898 · management and general $11,547 · fundraising $41,916

  • 19 · Conferences, conventions and meetings

    total $79,794 · program services $79,794

  • 23 · Insurance

    total $26,319 · program services $3,107 · management and general $23,212

  • 24a · Other expenses: CONSULTING

    total $116,080 · program services $69,607 · fundraising $46,473

  • 24b · Other expenses: R&D PILOT PROGRAMS

    total $178,337 · program services $176,703 · management and general $1,634

  • 24c · Other expenses: PHOTOGRAPHY & VIDEOGRAPHY

    total $22,027 · program services $22,027

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $814,168 · end of year $955,030

  • 4 · Accounts receivable

    end of year $100

  • 11 · Investments: publicly traded securities

    beginning of year $838,503 · end of year $943,411

  • 15 · Other assets

    end of year $1,034,288

  • 17 · Accounts payable and accrued expenses

    beginning of year $71 · end of year $39,768

  • 25 · Other liabilities

    end of year $1,017,252

  • 27 · Net assets without donor restrictions

    beginning of year $1,652,600 · end of year $1,875,809

Mission and programs · 2025

Mission

THE CALIFORNIA POLICY CENTER IS AN EDUCATIONAL NON-PROFIT WORKING FOR THE PROSPERITY OF ALL CALIFORNIANS BY ELIMINATING PUBLIC-SECTOR BARRIERS TO FREEDOM.

  • STRATEGIC GRANTMAKING: STRATEGIC GRANTMAKING TO ORGANIZATIONS THAT SHARE OUR MISSION AND VISION BUT DIFFER ON STRATEGY. ACCOMPLISHMENTS: 1. DISTRIBUTED SUPPORT TO LOCAL DISASTER RELIEF CHARITIES IN RESPONSE TO THE LOS ANGELES WILDFIRES. 2. INCUBATED AND LAUNCHED THE CALIFORNIA JUSTICE CENTER.

    Expenses $719,876 · Grants $450,000

  • COMMUNICATIONS & EDUCATION: GREAT IDEAS DONT MATTER IF THEY JUST SIT ON A SHELF. OUR COMMUNICATIONS AND MARKETING TEAMS DEPLOY STRATEGIC COMMUNICATION CAMPAIGNS THROUGH TRADITIONAL AND NEW MEDIA TO CREATE INCREMENTAL CHANGE WITHIN THE HEARTS AND MINDS OF POLITICIANS, THE PRESS AND CALIFORNIANS THROUGHOUT THE STATE. ACCOMPLISHMENTS: XX MEDIA RADIO, PODCAST, OP-EDS HITS. HELPED EDUCATE 900,000 CALIFORNIANS ON THEIR CONSTITUTIONAL RIGHTS. DEVELOPED GROUNDBREAKING RESEARCH THAT DROVE INSIGHT INTO CALIFORNIAS CURRENT GOVERNANCE.

    Expenses $589,513

  • COALITION BUILDING: UNITING PARENTS, COMMUNITY LEADERS, AND POLICY ALLIES TO CREATE A STRONGER STATEWIDE NETWORK FOR REFORM. THIS INCLUDES OUR PARENT UNION, OUR LOCAL ELECTED OFFICIALS NETWORK AND OUR WATER & ENERGY BUSINESS LEADERS COMMUNITY WE ARE BUILDING. ACCOMPLISHMENTS: PROVIDED POLICY SUPPORT AND EDUCATION TO OVER 300 CURRENT LOCAL ELECTED OFFICIALS. HELPED EDUCATE OVER 150 PARENT GROUP LEADERS AT OUR ANNUAL PARENT UNION SUMMIT. HOSTED WATER AND ENERGY BUSINESS LEADERS FOR ROUNDTABLES AND ABUNDANCE STRATEGY SESSIONS.

    Expenses $567,157

  • RESEARCH: OUR RESEARCH TEAM PRODUCES INDEPENDENT, DATA-DRIVEN STUDIES THAT REVEAL THE REAL COSTS OF GOVERNMENT OVERREACH AND SPOTLIGHT PROVEN SOLUTIONS. THEY PUBLISH TIMELY REPORTS, REVEAL POLICY LANDMINES, AND ARM REFORMERS INSIDE AND OUTSIDE THE GOVERNMENT WITH THE CREDIBLE EVIDENCE THEY NEED TO WIN LASTING CHANGE. GROUNDBREAKING RESEARCH TOPICS INCLUDE SPECIAL INTEREST SPENDING IN ELECTIONS, WATER AND ENERGY INFRASTRUCTURE POLICY, TRANSPORTATION INFRASTRUCTURE DESIGN AND IMPLEMENTATION, UNION MEMBERSHIP SINCE THE 2018 JANUS DECISION.

    Expenses $256,419

  • POLICY REFORM: THIS IS OUR TEAM ACTUALLY WORKING IN THE STATEHOUSE AND MUNICIPALITIES ACROSS THE STATE IMPLEMENTING REFORMS THAT WILL INCREASE QUALITY EDUCATION, MAKE HOUSING AFFORDABLE AGAIN AND DISMANTLE GOVERNMENT BARRIERS TO FREEDOM AND COMPETITION IN THE STATE. ACHIEVEMENTS: EDUCATED POLICY MAKERS, BUSINESS LEADERS AND CONCERNED CITIZENS ON PENDING LEGISLATION THOUGH EMAIL, JOURNALISM, EVENTS AND MEETINGS.

    Expenses $163,274

As filed on the 2025 return.

Listed in Part VII

  • William Swaim

    CEO

    Total calculated
    $208,590
    From this org
    $183,559
    From related orgs
    $0
    Other
    $25,031
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,559
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $25,031
    Filer's total
    $208,590
  • Jackson Reese

    EXEC VPSECRETARY

    Total calculated
    $202,522
    From this org
    $196,320
    From related orgs
    $0
    Other
    $6,202
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $95,150
    Bonus
    $101,170
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $6,202
    Filer's total
    $202,522
  • Lance Christensen

    VP GOVERNMENT AFFAIRS

    Total calculated
    $159,837
    From this org
    $146,296
    From related orgs
    $0
    Other
    $13,541
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,296
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $13,541
    Filer's total
    $159,837
  • Dawn Collier

    COMMUNICATIONS DIRECTOR

    Total calculated
    $119,494
    From this org
    $110,275
    From related orgs
    $0
    Other
    $9,219
    Hours/week
    40
  • Bob Loewen

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    4
  • Dale Okuno

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Glenn Woody

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mark Bucher

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • David Bahnsen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jim Palmer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Patrick Wade

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • John Paul Lake

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ingrid Lake

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
13 August 2026
IRS schema version
2025v4.2
Source object
202642259349302879

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