2025-08-24T14:14:40-05:00 2024-12-31 853893874 PUZDRAK AND STORTZ LLC 11754 JOLLYVILLE RD STE 102 AUSTIN TX 78759 990 2024-01-01 680346784 CALIFORNIA BUDGET & POLICY CENTER CALI 9164440500 1107 9TH STREET 310 SACRAMENTO CA 95814 CHRISTOPHER HOENE EXECUTIVE DIRECTOR 9164440500 2025-08-24 1 1 MARK PUZDRAK CPA P01296839 5128272900 2025-08-24 X 2024 2025-03-06 01:10:19Z CHRISTOPHER HOENE 1107 9TH STREET 310 SACRAMENTO CA 95814 4834243 0 X WWW.CALBUDGETCENTER.ORG X 1994 CA THE CALIFORNIA BUDGET & POLICY CENTER (BUDGET CENTER) IS A NONPARTISAN, RESEARCH AND ANALYSIS NONPROFIT COMMITTED TO ADVANCING PUBLIC POLICIES THAT IMPROVE THE LIVES OF CALIFORNIANS. 15 15 23 19 0 0 6451510 4428895 118527 158085 99336 185427 -13833 61427 6655540 4833834 164000 1077168 0 0 2454458 3396323 0 0 36416 776794 1137374 3395252 5610865 3260288 -777031 9764779 7990499 661396 914813 9103383 7075686 THE BUDGET CENTER PROVIDES DEPENDABLE, TIMELY, POLICY GUIDANCE AND PUBLIC EDUCATION THROUGH OUR INDEPENDENT RESEARCH AND ANALYSIS, PUBLIC EDUCATION, STRATEGIC COLLABORATIONS, AND COMMUNICATIONS TO EXPAND ECONOMIC OPPORTUNITIES AND PROMOTE WELL-BEING FOR ALL CALIFORNIANS. 0 0 3480995 THE BUDGET CENTER DISTRIBUTES RESEARCH AND ANALYSIS BY PRODUCING BOTH LONG- AND SHORT-FORM PUBLICATIONS. THE BUDGET CENTER PRODUCED 53 ANALYSES IN 2024 THAT WERE PUBLISHED ON OUR WEBSITE AND DISTRIBUTED TO OUR EMAIL SUBSCRIBER LIST WHICH AVERAGED 10,440 SUBSCRIBERS. OUR WEBSITE HAD A TOTAL OF 513,726 VISITORS. THE BUDGET CENTER IS A TRUSTED SOURCE OF RELIABLE INFORMATION FOR THE MEDIA, FEATURED IN 420 UNIQUE ARTICLES AND 106 BROADCAST SPOTS IN 2024. WE ALSO DISTRIBUTE OUR PUBLICATIONS THROUGH SOCIAL MEDIA WHERE WE MAINTAINED AN AVERAGE OF 10,000 FOLLOWERS AND HAD AN AVERAGE OF 17,500 IMPRESSIONS PER MONTH. 180649 97625 THE BUDGET CENTER ALSO ENGAGES WITH ORGANIZATIONS ACROSS THE STATE BY PARTICIPATING IN SPEAKING ENGAGEMENTS, SERVING ON BOARDS AND COMMITTEES, AND PROVIDING TECHNICAL ASSISTANCE. OUR STAFF SERVED ON 33 BOARDS OR COMMITTEES AT ANY GIVEN TIME THROUGHOUT THE YEAR, PARTICIPATED IN 108 SPEAKING ENGAGEMENTS, AND FULFILLED 351 TECHNICAL ASSISTANCE REQUESTS FROM STATE AND LOCAL ORGANIZATIONS AND POLICYMAKERS AND THEIR STAFF. THESE ENGAGEMENT OPPORTUNITIES HELP MAXIMIZE OUR IMPACT TO IMPROVE POLICY FOR ALL CALIFORNIANS.THE BUDGET CENTER HOSTED 16 VIRTUAL EVENTS IN 2024 WITH 4,369 REGISTRANTS AND ONE IN-PERSON EVENT WITH 355 REGISTRANTS. 1094362 1077168 THE BUDGET CENTER ALSO SERVES AS A PARTNER AND CO-HOST IN THE BUDGET POWER PROJECT, A PARTNERSHIP TO BUILD LOCAL AND STATE BUDGET ADVOCACY CAPACITY TO IMPROVE OUTCOMES IN LOCAL BUDGET DECISIONS THROUGH EDUCATION, TRAINING, TECHNICAL ASSISTANCE, CAPACITY BUILDING, AND PEER LEARNING. 4756006 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 23 1 0 0 0 0 0 1 1 0 0 0 0 0 X 15 15 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 9164440500 1107 9TH STREET 310 SACRAMENTO CA 95814 VERONICA CARRIZALES CHAIR 0.50 X X 0 0 0 CHRIS BENNER BOARD MEMBER 0.50 X 0 0 0 CATHY CHA BOARD MEMBER 0.50 X 0 0 0 CRYSTAL CRAWFORD BOARD MEMBER 0.50 X 0 0 0 NATALIE FOSTER BOARD MEMBER 0.50 X 0 0 0 TIM GAGE BOARD MEMBER 0.50 X 0 0 0 SHIMICA GASKINS VICE-CHAIR/SECRETARY 0.50 X X 0 0 0 EMILY GORDON TREASURER 0.50 X X 0 0 0 TRACY GORDON BOARD MEMBER 0.50 X 0 0 0 RUTH HOLTON-HODSON BOARD MEMBER 0.50 X 0 0 0 HILARY HOYNES BOARD MEMBER 0.50 X 0 0 0 JOHN KIM BOARD MEMBER 0.50 X 0 0 0 TIA ORR BOARD MEMBER 0.50 X 0 0 0 MICHAEL TUBBS BOARD MEMBER 0.50 X 0 0 0 ANTHONY E WRIGHT BOARD MEMBER 0.50 X 0 0 0 CHRISTOPHER HOENE EXECUTIVE DIRECTOR 40.00 X 238043 0 35603 SCOTT GRAVES DIRECTOR OF RESEARCH 40.00 X 182578 0 31980 JANICE SELBY DIRECTOR OF OPERATIONS 40.00 X 160025 0 32480 ALISSA ANDERSON SENIOR POLICY ANALYST 40.00 X 176648 0 17665 LAURA PRYOR KEY EMPLOYEE 40.00 X 159413 0 22644 KATHERINE ROBLES-AYALA KEY EMPLOYEE 40.00 X 151038 0 21124 1067745 0 161496 9 0 1 0 CENTER FOR COLLECTIVE WISDOM PO BOX 9750 SANTA FE NM 87504 STRATEGIC DEVELOPMENT AND LEADERSHIP 245960 1 4428895 4428895 CONFERENCES 900099 97642 97642 QUALIFIED PARTNERSHIP 900099 59118 59118 PUBLICATIONS AND SUBSC 900099 1325 1325 158085 185427 185427 61836 409 61427 61427 4833834 98967 0 305972 1077168 1077168 273646 261469 10262 1915 2419509 2283562 110930 25017 219100 209351 8216 1533 285975 273249 10724 2002 198093 189279 7428 1386 223987 44794 179132 61 40 40 25475 18839 6437 199 7868 7435 354 79 111812 105662 5032 1118 79076 79076 183206 183065 115 26 32885 31076 1480 329 7738 7313 348 77 CONSULTING 255288 34245 218490 2553 STAFF DEVELOPMENT 117378 117378 PUBLICATIONS 61925 61925 MISCELLANEOUS 28963 28315 530 118 1733 1184 546 3 5610865 4756006 818443 36416 1143352 1273802 6600512 6359325 1579000 1590 71556 23751 213056 121976 77042 91080 293317 240951 9764779 7990499 363770 631109 297626 283704 661396 914813 X 2983906 3185255 6119477 3890431 9103383 7075686 9764779 7990499 -777031 34244 -1284910 0 X 0 1 X 1 0 X 2317245 5111381 2374036 6506510 4490322 20799494 2317245 5111381 2374036 6506510 4490322 20799494 8739861 12059633 42216 36692 35084 99336 219631 432959 21232453 1235729 0.56800 0.67320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2735366 44119 6390 6390 2735366 2741756 287088 71772 0 0 292189 313375 319763 287088 1212415 1818623 7238 8203 6390 21831 73047 78344 79941 71772 303104 454656 213056 121976 91080 91080 LEASE LIABILITY 258704 CONTRACT LIABILITIES 25000 283704 X 4868038 34244 34244 4833794 40 40 4833834 5610825 0 5610825 40 40 5610865 PART X, LINE 2: MANAGEMENT OF THE CENTER HAS EVALUATED THE TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIES. MANAGEMENT DOES NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST. X X X YEAR END APPEAL 61836 61836 409 61836 61836 409 409 61427 1 CATALYST CALIFORNIA PO BOX 39347 LOS ANGELES CA 90039 954835230 501(C)(3) 440501 0 PURPOSE OF GRANT WAS TO SUPPORT THE DEVELOPMENT OF A STATEWIDE BUDGET EQUITY NARRATIVE FRAMEWORK (BUDGET POWER PROJECT). CALIFORNIA CALLS EDUCATION FUND 4801 EXPOSITION BLVD LOS ANGELES CA 90016 462301623 501(C)(3) 636667 0 PURPOSE OF GRANT WAS TO SUPPORT THE DEVELOPMENT OF A STATEWIDE BUDGET EQUITY NARRATIVE FRAMEWORK (BUDGET POWER PROJECT). PART I, LINE 2: GRANTS ARE MADE TO OTHER 501(C)(3) ORGANIZATIONS TO SUPPORT THE DEVELOPMENT OF A STATEWIDE BUDGET EQUITY NARRATIVE FRAMEWORK (BUDGET POWER PROJECT). 1 X 0 0 0 0 0 0 0 0 0 CHRISTOPHER HOENE EXECUTIVE DIRECTOR 238043 0 0 0 0 0 11333 0 24270 0 273646 0 0 0 SCOTT GRAVES DIRECTOR OF RESEARCH 182578 0 0 0 0 0 13537 0 18443 0 214558 0 0 0 ALISSA ANDERSON SENIOR POLICY ANALYST 176648 0 0 0 0 0 0 0 17665 0 194313 0 0 0 JANICE SELBY DIRECTOR OF OPERATIONS 160025 0 0 0 0 0 16355 0 16125 0 192505 0 0 0 LAURA PRYOR KEY EMPLOYEE 159413 0 0 0 0 0 6583 0 16061 0 182057 0 0 0 KATHERINE ROBLES-AYALA KEY EMPLOYEE 151038 0 0 0 0 0 5919 0 15205 0 172162 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 BOARD BYLAWS WERE UPDATED. 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 YEARLY BASIS. 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. A SALARY MEMO IS SIGNED BY BOTH THE EMPLOYEE AND THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST