Skip to content
Nonprofiteer
← POLICY & INNOVATION CENTER

Form 990 for tax year 2023

Filed by POLICY & INNOVATION CENTER.

Totals

Total revenue
$4,491,002
Total expenses
$4,791,219
Contributions and grants received
$2,019,692
Grants paid
$0
Program service revenue
$2,471,310
Investment income
$0
Other revenue
$0
Total assets, end of year
$3,977,227
Total liabilities, end of year
$3,841,417
Net assets or fund balances, end of year
$135,810
Program services expenses (Part IX)
$2,352,603
Management and general expenses
$2,308,266
Fundraising expenses
$130,350
Program service expenses (Part III)
$2,352,603

Program services were 49.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BEN HADDAD

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • CONSTANCE CARROLL

    DIRECTOR, IMMEDIATE PAST VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • ERNEST RADY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JAMES HOWELL

    TREASURER

    Total calculated
    $486,591
    From this org
    $0
    From related orgs
    $415,597
    Other
    $70,994
    Hours/week
    0.5 + 42.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $380,247 related
    Bonus
    $0 + $35,350 related
    Other
    $0
    Deferred
    $0 + $40,452 related
    Nontaxable benefits
    $0 + $30,542 related
    Filer's total
    $0 + $486,591 related

  • LISA CUESTAS

    DIRECTOR, AUDIT CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • MARK STUART

    DIRECTOR

    Total calculated
    $689,233
    From this org
    $0
    From related orgs
    $597,886
    Other
    $91,347
    Hours/week
    0.5 + 41.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $503,279 related
    Bonus
    $0 + $94,607 related
    Other
    $0
    Deferred
    $0 + $68,055 related
    Nontaxable benefits
    $0 + $23,292 related
    Filer's total
    $0 + $689,233 related

  • MEL KATZ

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 1.3 related

  • MICHEL ANDERSON

    DIRECTOR, VICE AUDIT CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • P KAY COLEMAN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 1.3 related

  • SUSAN DAVIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SUSAN GUINN

    CEO, PRESIDENT

    Total calculated
    $721,237
    From this org
    $0
    From related orgs
    $672,993
    Other
    $48,244
    Hours/week
    20 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $571,435 related
    Bonus
    $0 + $101,558 related
    Other
    $0
    Deferred
    $0 + $47,554 related
    Nontaxable benefits
    $0 + $690 related
    Filer's total
    $0 + $721,237 related

  • DANIEL ENERMARK

    VP, CHIEF ECONOMIST

    Total calculated
    $226,583
    From this org
    $207,692
    From related orgs
    $0
    Other
    $18,891
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,692
    Bonus
    $0
    Other
    $0
    Deferred
    $8,308
    Nontaxable benefits
    $10,583
    Filer's total
    $226,583

  • MICHELLE ZALOOM

    CONTROLLER

    Total calculated
    $231,360
    From this org
    $176,246
    From related orgs
    $0
    Other
    $55,114
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,708
    Bonus
    $13,538
    Other
    $0
    Deferred
    $26,901
    Nontaxable benefits
    $28,213
    Filer's total
    $231,360

  • AUDRA M LEE

    DIRECTOR OF GOVERNMENT GRANTS

    Total calculated
    $172,866
    From this org
    $146,764
    From related orgs
    $0
    Other
    $26,102
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,687
    Bonus
    $10,077
    Other
    $0
    Deferred
    $12,804
    Nontaxable benefits
    $13,298
    Filer's total
    $172,866

  • KAREN BOYD

    ECONOMIST, DIRECTOR OF RESEARCH

    Total calculated
    $142,117
    From this org
    $131,354
    From related orgs
    $0
    Other
    $10,763
    Hours/week
    40

  • JAMAL RUSSELL BLACK

    SENIOR OFFICER, ANALYTICS & IMPACT

    Total calculated
    $132,135
    From this org
    $122,558
    From related orgs
    $0
    Other
    $9,577
    Hours/week
    40

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

  • 3 · Independent compensation consultant
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
EXECUTIVE OFFICER COMPENSATION FOR THE CEO OF THE POLICY & INNOVATION CENTER WAS DETERMINED BASED ON THE ADVICE OF AN INDEPENDENT EXPERT COMPENSATION CONSULTANT AND IN ACCORDANCE WITH THE PROCESS TO QUALIFY UNDER FEDERAL TAX LAW FOR A REBUTTABLE PRESUMPTION THAT THE COMPENSATION IS REASONABLE. THE COMPENSATION REFLECTS THE AMOUNT PAID BY THE SAN DIEGO FOUNDATION TO ITS CHIEF INNOVATION OFFICER AND AN IN-KIND DONATION TO SUPPORT THE CEO POSITION AT THE POLICY & INNOVATION CENTER. OTHER COMPENSATION INCLUDES THE COMPENSATION PAID BY THE SAN DIEGO FOUNDATION FOR ITS CEO AND CFO, WHO ALSO SERVE AS NON-PAID DIRECTORS ON THE POLICY & INNOVATION CENTER'S BOARD.
PART I, LINE 7
NONDISCRETIONARY BONUS PAYMENTS WERE PAID BASED ON PERSONS MEETING GOALS SET BY AND APPROVED BY BOARD OF GOVERNORS.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • INNOVATION & RESILIENCE VENTURES

    C · PUBLIC BENEFIT · CA · 100% owned · share of assets $11,450 · controlled entity

    Directly controlled by POLICY & INNOVATION CENTER

Provenance

Return type
form_990
Tax year
2023
Filed
2 April 2025
IRS schema version
2023v6.0
Source object
202500929349301400

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.