Totals
- Total revenue
- $2,294,990
- Total expenses
- $2,202,515
- Contributions and grants received
- $2,282,565
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $12,425
- Other revenue
- $0
- Total assets, end of year
- $1,652,671
- Total liabilities, end of year
- $71
- Net assets or fund balances, end of year
- $1,652,600
- Program services expenses (Part IX)
- $1,637,498
- Management and general expenses
- $224,437
- Fundraising expenses
- $340,580
- Program service expenses (Part III)
- $1,637,498
Program services were 74.3% 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
$2,282,565
-
3 · Investment income
total $11,069 · excluded $11,069
-
7a · Gross sales of assets other than inventory
securities $12,530
-
7b · Less cost or other basis and sales expenses
securities $11,174
-
7c · Gain or loss
securities $1,356
-
7d · Net gain or loss
total $1,356 · excluded $1,356
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $360,413 · program services $261,468 · management and general $15,726 · fundraising $83,219
-
7 · Other salaries and wages
total $1,184,385 · program services $969,893 · management and general $81,804 · fundraising $132,688
-
11b · Fees: legal
total $66,955 · program services $52,786 · management and general $14,169
-
12 · Advertising and promotion
total $46,553 · program services $16,260 · fundraising $30,293
-
13 · Office expenses
total $100,148 · program services $13,908 · management and general $50,913 · fundraising $35,327
-
14 · Information technology
total $42,318 · program services $42,318
-
16 · Occupancy
total $24,000 · management and general $24,000
-
17 · Travel
total $78,388 · program services $36,616 · management and general $14,859 · fundraising $26,913
-
19 · Conferences, conventions and meetings
total $121,682 · program services $121,682
-
23 · Insurance
total $25,259 · program services $2,293 · management and general $22,966
-
24a · Other expenses: CONSULTING
total $34,140 · program services $2,000 · fundraising $32,140
-
24b · Other expenses: POLICY RESEARCH
total $97,953 · program services $97,953
-
24c · Other expenses: PHOTOGRAPHY & VIDEOGRAPHY
total $20,321 · program services $20,321
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $699,178 · end of year $814,168
-
9 · Prepaid expenses and deferred charges
beginning of year $1,409
-
11 · Investments: publicly traded securities
beginning of year $664,748 · end of year $838,503
-
17 · Accounts payable and accrued expenses
beginning of year $23,971 · end of year $71
-
24 · Unsecured notes and loans payable
beginning of year $500
-
27 · Net assets without donor restrictions
beginning of year $1,340,864 · end of year $1,652,600
Mission and programs · 2024
Mission
TO SECURE A MORE PRSPEROUS FUTURE FOR ALL CALIFORNIANS.
Activities or mission (Part I)
TO SECURE A MORE PROSPEROUS FUTURE FOR ALL CALIFORNIANS
-
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.
Expenses $205,343
-
Communications & Education: Great ideas dont matter if they just sit on a shelf. Our comms and marketing teams deploys strategic communications campaigns through traditional and new media to create incremental change within the hearts and minds of politicians, the press and Californians throughout the state.
Expenses $617,829
-
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.
Expenses $477,716
-
Policy Reform: This is our team actually working in the statehouse and municipalities across the state implementing reforms.
Expenses $210,253
-
Strategic Grantmaking: Strategic grantmaking to organizations that share our mission and vision, but differ on strategy.
Expenses $126,357
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
William SwaimWILLIAM SWAIM
PRESIDENT
- Total calculated
- $203,152
- From this org
- $203,152
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $203,152
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $203,152
-
Jackson ReeseJACKSON REESE
EXEC VP SECRETARY
- Total calculated
- $157,261
- From this org
- $157,261
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $157,261
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $157,261
-
Lance ChristensenLANCE CHRISTENSEN
VP GOVERNMENT AFFAIRS
- Total calculated
- $152,822
- From this org
- $152,822
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,822
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $152,822
-
Dawn CollierDAWN COLLIER
COMMUNICATIONS DIR
- Total calculated
- $119,365
- From this org
- $119,365
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Bob LoewenBOB LOEWEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David BahnsenDAVID BAHNSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steve BorowskiSTEVE BOROWSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark BucherMARK BUCHER
CEO
- Total calculated
- $0
- Hours/week
- 4
-
Dale OkunoDALE OKUNO
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
-
Glenn WoodyGLENN WOODY
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
None.
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
No itemized grants to organizations 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.
-
501C4 · PUBLIC EDUCATION · CA
-
CALIFORNIA POLICY PARTNERS INC
501C6 · PUBLIC EDUCATION · CA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 15 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503199349302210
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.