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Nonprofiteer
← PUBLIC POLICY INSTITUTE OF CALIFORNIA

Form 990 for tax year 2022

Filed by PUBLIC POLICY INSTITUTE OF CALIFORNIA.

Totals

Total revenue
$22,365,775
Total expenses
$22,464,442
Contributions and grants received
$7,253,386
Grants paid
$0
Program service revenue
$0
Investment income
$16,264,562
Other revenue
-$1,152,173
Total assets, end of year
$353,065,421
Total liabilities, end of year
$36,174,550
Net assets or fund balances, end of year
$316,890,871
Program services expenses (Part IX)
$17,125,306
Management and general expenses
$4,665,746
Fundraising expenses
$673,390
Program service expenses (Part III)
$17,125,306

Program services were 76.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • TANI CANTIL-SAKAUYE

    PRESIDENT AND CEO

    Total calculated
    $0
    Hours/week
    40

  • MARK BALDASSARE

    PRESIDENT AND CEO (THRU 12/31/22)

    Total calculated
    $609,462
    From this org
    $527,609
    From related orgs
    $0
    Other
    $81,853
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $527,609
    Bonus
    $0
    Other
    $0
    Deferred
    $35,350
    Nontaxable benefits
    $46,503
    Filer's total
    $609,462

  • CHET HEWITT

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • OPHELIA BASGAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LOUISE HENRY BRYSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SANDRA CELEDON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • A MARISA CHUN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PHILLIP ISENBERG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID MAS MASUMOTO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVEN A MERKSAMER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVEN J OLSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LEON E PANETTA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GERALD L PARKSY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KIM POLESE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CASSANDRA WALKER PYE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HELEN IRIS TORRES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GADDI H VASQUEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CYNTHIA SCHERER

    TREASURER AND CFO

    Total calculated
    $372,307
    From this org
    $297,957
    From related orgs
    $0
    Other
    $74,350
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $297,957
    Bonus
    $0
    Other
    $0
    Deferred
    $34,676
    Nontaxable benefits
    $39,674
    Filer's total
    $372,307

  • DEBORAH GONZALEZ

    SECRETARY

    Total calculated
    $248,105
    From this org
    $222,643
    From related orgs
    $0
    Other
    $25,462
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,643
    Bonus
    $0
    Other
    $0
    Deferred
    $23,576
    Nontaxable benefits
    $1,886
    Filer's total
    $248,105

  • EMILY LOESCHINGER

    SECRETARY (THRU 9/12/22)

    Total calculated
    $91,160
    From this org
    $82,800
    From related orgs
    $0
    Other
    $8,360
    Hours/week
    40

  • ABIGAIL COOK

    VP OF COMMS & CHIEF STRATEGY OFFICER

    Total calculated
    $373,301
    From this org
    $294,012
    From related orgs
    $0
    Other
    $79,289
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $294,012
    Bonus
    $0
    Other
    $0
    Deferred
    $34,450
    Nontaxable benefits
    $44,839
    Filer's total
    $373,301

  • SANDRA RUIZ

    VP OF PEOPLE AND CULTURE

    Total calculated
    $195,576
    From this org
    $177,106
    From related orgs
    $0
    Other
    $18,470
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,106
    Bonus
    $0
    Other
    $0
    Deferred
    $17,369
    Nontaxable benefits
    $1,101
    Filer's total
    $195,576

  • SARAH BOHN

    VP OF RESEARCH AND SENIOR FELLOW

    Total calculated
    $315,222
    From this org
    $272,186
    From related orgs
    $0
    Other
    $43,036
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $272,186
    Bonus
    $0
    Other
    $0
    Deferred
    $30,865
    Nontaxable benefits
    $12,171
    Filer's total
    $315,222

  • ELLEN HANAK

    VP & DIR, WATER POLICY CTR & SEN. FELLOW

    Total calculated
    $383,492
    From this org
    $346,347
    From related orgs
    $0
    Other
    $37,145
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $346,347
    Bonus
    $0
    Other
    $0
    Deferred
    $35,350
    Nontaxable benefits
    $1,795
    Filer's total
    $383,492

  • CAROLINE DANIELSON

    POLICY DIRECTOR AND SENIOR DIRECTOR

    Total calculated
    $251,252
    From this org
    $208,855
    From related orgs
    $0
    Other
    $42,397
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,855
    Bonus
    $0
    Other
    $0
    Deferred
    $22,722
    Nontaxable benefits
    $19,675
    Filer's total
    $251,252

  • OLGA RODRIGUEZ

    DIR PPIC HIGHER ED CENTER & SENIOR FELLOW

    Total calculated
    $169,251
    From this org
    $152,848
    From related orgs
    $0
    Other
    $16,403
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,848
    Bonus
    $0
    Other
    $0
    Deferred
    $14,695
    Nontaxable benefits
    $1,708
    Filer's total
    $169,251

  • LANDE U AJOSE

    VP, CA'S FUT & SR FL (THRU 10/21/22)

    Total calculated
    $318,604
    From this org
    $284,766
    From related orgs
    $0
    Other
    $33,838
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $284,766
    Bonus
    $0
    Other
    $0
    Deferred
    $32,461
    Nontaxable benefits
    $1,377
    Filer's total
    $318,604

  • HANS P JOHNSON

    SENIOR FELLOW

    Total calculated
    $337,028
    From this org
    $265,362
    From related orgs
    $0
    Other
    $71,666
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $265,362
    Bonus
    $0
    Other
    $0
    Deferred
    $30,001
    Nontaxable benefits
    $41,665
    Filer's total
    $337,028

  • MAGNUS J LOFSTROM

    POLICY DIRECTOR AND SENIOR FELLOW

    Total calculated
    $256,365
    From this org
    $211,437
    From related orgs
    $0
    Other
    $44,928
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,437
    Bonus
    $0
    Other
    $0
    Deferred
    $22,675
    Nontaxable benefits
    $22,253
    Filer's total
    $256,365

  • LYNETTE UBOIS

    DIRECTOR OF CONTENT STRATEGY

    Total calculated
    $271,108
    From this org
    $205,264
    From related orgs
    $0
    Other
    $65,844
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,264
    Bonus
    $0
    Other
    $0
    Deferred
    $22,193
    Nontaxable benefits
    $43,651
    Filer's total
    $271,108

  • ERIC M MCGHEE

    POLICY DIRECTOR AND SENIOR FELLOW

    Total calculated
    $261,961
    From this org
    $204,452
    From related orgs
    $0
    Other
    $57,509
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,452
    Bonus
    $0
    Other
    $0
    Deferred
    $21,804
    Nontaxable benefits
    $35,705
    Filer's total
    $261,961

  • ATHENA M BREKKE

    DIRECTOR OF INFORMATION TECHNOLOGY

    Total calculated
    $243,330
    From this org
    $207,406
    From related orgs
    $0
    Other
    $35,924
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,406
    Bonus
    $0
    Other
    $0
    Deferred
    $21,804
    Nontaxable benefits
    $14,120
    Filer's total
    $243,330

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
SARAH BOHN, DEBORAH GONZALEZ, HANS JOHNSON, AND LANDE U. AJOSE RECEIVED HEALTH CLUB DUE REIMBURSEMENTS. THESE REIMBURSEMENTS WERE TREATED AS TAXABLE COMPENSATION.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
21 December 2023
IRS schema version
2022v5.0
Source object
202430169349300038

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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