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 SwaimWILLIAM 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 ReeseJACKSON 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 ChristensenLANCE 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 CollierDAWN COLLIER
COMMUNICATIONS DIRECTOR
- Total calculated
- $119,494
- From this org
- $110,275
- From related orgs
- $0
- Other
- $9,219
- Hours/week
- 40
-
Bob LoewenBOB LOEWEN
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 4
-
Dale OkunoDALE OKUNO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Glenn WoodyGLENN WOODY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark BucherMARK BUCHER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
David BahnsenDAVID BAHNSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim PalmerJIM PALMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Patrick WadePATRICK WADE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John Paul LakeJOHN PAUL LAKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ingrid LakeINGRID 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
-
$450,000
CALIFORNIA WILDFIRE RELIEF FUND
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.
-
501C4 · PUBLIC EDUCATION · CA
-
CALIFORNIA POLICY PARTNERS INC
501C6 · PUBLIC EDUCATION · CA
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 13 August 2026
- IRS schema version
- 2025v4.2
- Source object
- 202642259349302879
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