2021-11-01T12:20:25-05:00 2020-12-31 680251243 CAMPBELL TAYLOR WASHBURN 3741 DOUGLAS BLVD SUITE 350 ROSEVILLE CA 95661 990 2020-01-01 680346784 CALIFORNIA BUDGET & POLICY CENTER CALI 9164440500 1107 9TH STREET 310 SACRAMENTO CA 95814 CHRISTOPHER HOENE EXECUTIVE DIRECTOR 9164440500 2021-10-27 1 CHRISTOPHER HOENE 999009999 LINDA L HOUSE P00003225 9169293680 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CHRISTOPHER HOENE 1107 9TH STREET 310 SACRAMENTO CA 95814 2868186 0 X WWW.CALBUDGETCENTER.ORG X 1994 CA THE CALIFORNIA BUDGET AND POLICY CENTER SERVES AS A RESOURCE TO POLICY MAKERS, STATE AND LOCAL CONSTITUENCY GROUPS, AND THE MEDIA SEEKING ACCURATE INFORMATION AND ANALYSES OF THE STATE OF CALIFORNIA'S BUDGET AND POLICY ISSUES.THE CALIFORNIA BUDGET AND POLICY CENTER ENGAGES IN INDEPENDENT FISCAL AND POLICY ANALYSIS AND PUBLIC EDUCATION IMPROVING PUBLIC POLICIES AFFECTING THE ECONOMIC AND SOCIAL WELL-BEING OF LOW AND MIDDLE-INCOME CALIFORNIANS. 14 14 20 0 0 0 3050148 2317245 398820 508725 37076 42216 0 0 3486044 2868186 0 25000 0 0 1914190 2240721 0 0 40811 455048 409313 2369238 2675034 1116806 193152 4236777 4545279 292008 378997 3944769 4166282 X THE CALIFORNIA BUDGET AND POLICY CENTER SERVES AS A RESOURCE TO POLICY MAKERS, STATE AND LOCAL CONSTITUENCY GROUPS, AND THE MEDIA SEEKING ACCURATE INFORMATION AND ANALYSES OF THE STATE OF CALIFORNIA'S BUDGET AND POLICY ISSUES.THE CALIFORNIA BUDGET AND POLICY CENTER ENGAGES IN INDEPENDENT FISCAL AND POLICY ANALYSIS AND PUBLIC EDUCATION IMPROVING PUBLIC POLICIES AFFECTING THE ECONOMIC AND SOCIAL WELL-BEING OF LOW AND MIDDLE-INCOME CALIFORNIANS. 0 0 2568372 25000 THE BUDGET CENTER PRIMARILY DISTRIBUTES INFORMATION THORUGH OUR WEBSITE, AVERAGING BETWEEN 13,000 TO 20,000 VISITORS PER MONTH. ADDITIONALLY, THE BUDGET CENTER EMAILS OUT PUBLICATONS AND INFORMATION TO AN EMAIL LIST THAT AVERAGES 7,200 INDIVIDUALS.THE BUDGET CENTER PUBLISED OVER 40 RESEACH PULBICATIONS IN 2020. ADDITIONALLY, STAFF FROM THE BUDGET CENTER MADE PRESENTATIONS TO OVER 100 ORGANIZATIONS. THE BUDGET CENTER RESPONDED TO OVER 275 REQUESTS FOR TECHNICAL ASSISTANCE. THE BUDGET CENTER WEBSITE RECEIVED A TOTAL OF 182,178 VISITORS IN 2020. 124837 POLICY INSIGHTS IS THE CALIFORNIA BUDGET & POLICY CENTER'S ANNUAL CONFERENCE THAT BRINGS TOGETHER OVER 300 BUSINESS LEADERS, ADVOCATES, POLICY MAKERS, RESEARCHERS, AND OTHERS WORKING TO IMPROVE THE LIVES OF LOW AND MIDDLE INCOME CALIFORNIANS. THE ONE-DAY CONFERENCE PROVIDES PUBLIC EDUCATION ON VARIOUS ISSUES RELATED TO PUBLIC POLICIES THAT AFFECT THE ECONOMIC AND SOCIAL WELL-BEING OF LOW AND MIDDLE INCOME CALIFORNIANS AND PEOPLE OF COLOR AS WELL AS TIMELY INFORMATION RELATED TO BUDGET AND TAX PROPOSALS. POLICY INSIGHTS 2020 HAD OVER 350 ATTENDEES REGISTERED. THE CONFERENCE WAS SCHEDULE FOR MARCH 9, BUT WAS CANCELLED ON MARCH 8 DUE TO THE COVID-19 PANDEMIC. 2568372 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 8 0 1 20 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X JANICE SELBY 9164440500 1107 9TH STREET 310 SACRAMENTO CA 95814 SHIMICA GASKINS BOARD MEMBER 1.00 X 0 0 0 FRANK J MECCA BOARD MEMBER 0.50 X 0 0 0 EMILY GORDON BOARD MEMBER 0.50 X 0 0 0 VERONICA CARRIZALES BOARD MEMBER 0.50 X 0 0 0 TIM GAGE BOARD MEMBER 0.50 X 0 0 0 ALMA HERNANDEZ BOARD MEMBER 0.50 X 0 0 0 HILARY HOYNES BOARD MEMBER 0.50 X 0 0 0 JENNIFER ITO BOARD CHAIR 1.00 X 0 0 0 JOHN KIM BOARD MEMBER 0.50 X 0 0 0 JED KOLKO BOARD MEMBER 0.50 X 0 0 0 ANTHONY E WRIGHT BOARD MEMBER 0.50 X 0 0 0 NATALIE FOSTER BOARD MEMBER 0.50 X 0 0 0 TRACY GORDON BOARD MEMBER 0.50 X 0 0 0 RUTH HOLTON-HODSON BOARD SECRETARY 0.50 X 0 0 0 CHRISTOPHER HOENE EXECUTIVE DIRECTOR 40.00 X 216273 0 36777 JANICE SELBY DIRECTOR OF OPERATIONS 40.00 X 120706 0 24740 SCOTT GRAVES DIRECTOR OF RESEARCH 40.00 X 168859 0 39366 JONATHAN KAPLAN SENIOR POLICY ANALYST 40.00 X 131733 0 35461 SARAH JIMENEZ DIRECTOR OF STRATEGIC COMMUNICATIONS 40.00 X 144491 0 34746 ALISSA ANDERSON SENIOR POLICY ANALYST 32.00 X 114285 0 14328 896347 0 185418 6 0 1 0 0 244062 2073183 2317245 CONTRACTS 900099 371180 371180 CONFERENCES 900099 124837 124837 MISCELLANEOUS 900099 10000 10000 PUBLICATIONS AND SUBSC 900099 2708 2708 508725 42216 42216 2868186 508725 0 42216 25000 25000 216273 216273 1564063 1523294 11750 29019 460385 449842 3039 7504 69288 30481 38807 7344 7176 168 106191 103759 2432 131236 128231 3005 7761 7583 178 6167 6026 141 STAFF DEVELOPMENT 26627 26017 610 PUBLICATIONS 19118 18680 438 MISCELLANEOUS 8322 7559 763 EQUIPMENT COSTS 6939 6780 159 20320 11671 4361 4288 2675034 2568372 65851 40811 1835847 1334246 1967306 2537883 367925 608043 45458 32724 81176 53442 15592 27734 4649 4649 4236777 4545279 263606 378997 28402 0 292008 378997 X 1958065 2246491 1986704 1919791 3944769 4166282 4236777 4545279 193152 28361 0 X X 0 1 X 1 0 X 1037215 2167927 2164521 3050148 2317245 10737056 1037215 2167927 2164521 3050148 2317245 10737056 3956788 6780268 23462 9662 36438 37076 42216 148854 10885910 1163336 0.62280 0.46620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2675034 2675034 283752 70938 0 0 231948 245843 268462 283752 1030005 1545008 180 180 57987 61461 67116 70938 257502 386253 81176 53442 27734 27734 X 2896547 28361 28361 2868186 0 2868186 2675034 0 2675034 0 2675034 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION TO EVALUATE TAX POSITIONS HELD BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. ORGANIZATION MANAGEMENT HAS DETERMINED THAT AS OF DECEMBER 31, 2020 THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION IS OPEN TO EXAMINATION FOR THE PREVIOUS THREE AND FOUR YEARS BY VARIOUS TAXING AUTHORITIES. 0 CALIFORNIA IMMIGRANT POLICY CENTER 634 SPRING STREET 600A LOS ANGELES CA 90014 815304541 25000 TO BUILD THE COMMUNICATIONS CAPACITY OF GRASSROOTS-BASED EFFORTS IN RESPONDING TO EMERGING THREATS TO STATE EITC PROGRAMS. INCREASE CAPACITY TO PARTICIPATE IN COMMUNICATION ACTIVITIES AND CONSTITUENT AND POLICY MAKER EDUCATION AND MOBILIZATION RELATED TO THE STATE EITC PROGRAM. 1 X 0 0 0 0 0 0 0 0 0 CHRISTOPHER HOENE EXECUTIVE DIRECTOR 216273 0 0 0 0 0 18383 0 18394 0 253050 0 0 0 SCOTT GRAVES DIRECTOR OF RESEARCH 168859 0 0 0 0 0 15353 0 24013 0 208225 0 0 0 SARAH JIMENEZ DIRECTOR OF STRATEGIC COMMUNICATIONS 144491 0 0 0 0 0 14732 0 20014 0 179237 0 0 0 JONATHAN KAPLAN SENIOR POLICY ANALYST 131733 0 0 0 0 0 12197 0 23264 0 167194 0 0 0 JANICE SELBY DIRECTOR OF OPERATIONS 120706 0 0 0 0 0 11260 0 13480 0 145446 0 0 0 ALISSA ANDERSON SENIOR POLICY ANALYST 114285 0 0 0 0 0 10714 0 3614 0 128613 0 0 0 DARRENE HACKLER DARRENE HACKLER IS THE SPOUSE OF EXECUTIVE DIRECTOR CHRIS HOENE 10000 THE AGREEMENT WAS FOR THE TIME PERIOD AUGUST 1, 2020 TO JANUARY 31, 2021. THE OBJECTIVES OF THE AGREEMENT WERE FOR THE BUDGET CENTER TO PROVIDE TECHNICAL ASSISTANCE TO DARRENE HACKLER ON BEHALF OF THE IRVINE FOUNDATION ON THE FOLLOWING OBJECTIVES: 1) PROVIDE A LANDSCAPE ANALYSIS OF WHAT HAS HAPPENDED IN FEDERAL AND STATE RESPONSES TO THE COVID-19 FUELED ECONOMIC CRISIS TO DATE AND WHAT MIGHT HAPPEN IN TERMS OF KEY DATES, POLICY WINDOWS, AND EVENTS FROM JULY-DECEMBER 2020. 2)DEVELOP A TAXONOMY, INFORMED BY THE LANDSCAPE ANALYSIS, OF POTENTIAL POLICY REPONSES TO ADDRESS THE COVID-19 FUELED ECONOMIC CRISIS IN CALIFORNIA. AND 3) PROVIDE ADDITIONAL ANALYSIS IF NEEDED, ON KEY POLICY RESPONSES BEST POSITIONED TO PRODUCE OUTCOMES THAT IMPROVE CONDITIONS FOR LOW-INCOME WORKERS AND HOUSEHOLDS IN CALIFORNIA. 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE ORGANIZATION'S CERTIFIED PUBLIC ACCOUNTING FIRM AND REVIEWED BY THE EXECUTIVE DIRECTOR PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM YEARLY AT A LATE SUMMER BOARD MEETING. THE FORMS ARE FILED ON THE PREMISES. ALL EMPLOYEES COMPLETE A CONFLICT OF INTEREST FORM UPON HIRE AND ON A YEARLY BASIS. ALL BOARD MEMBERS AND EMPLOYEES COMPLETE AND TURN IN THE COMPLETED CONFLICT OF INTEREST FORM. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS DISCUSSED BY THE BOARD DURING A SCHEDULED BOARD MEETING IN CONJUNCTION WITH THE ANNUAL WRITTEN EVALUATION. THE BOARD APPROVES THE ANNUAL COMPENSATION AND THE BOARD CHAIR SIGNS THE WRITTEN EVALUATION DOCUMENTING THE APPROVAL. EACH KEY EMPLOYEE'S COMPENSATION IS DETERMINED IN CONJUNCTION WITH AN ANNUAL WRITTEN EVALUATION BY THE DIRECTOR'S SUPERVISOR. THE SUPERVISOR AND THE EMPLOYEE SIGN THE WRITTEN EVALUATION DOCUMENTING THE APPROVED COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990 PART XII LINE 2C NO CHANGES FROM PRIOR YEAR