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Nonprofiteer
← CALIFORNIA POLICY CENTER

Form 990 for tax year 2024

Filed by CALIFORNIA POLICY CENTER.

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 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 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 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 Collier

    COMMUNICATIONS DIR

    Total calculated
    $119,365
    From this org
    $119,365
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Bob Loewen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • David Bahnsen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Steve Borowski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mark Bucher

    CEO

    Total calculated
    $0
    Hours/week
    4
  • Dale Okuno

    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
  • Glenn 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.

Provenance

Return type
form_990
Tax year
2024
Filed
15 November 2025
IRS schema version
2024v5.2
Source object
202503199349302210

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