2018-11-13T10:45:02-06:00 2017-12-31 680251243 CAMPBELL TAYLOR & COMPANY 3741 DOUGLAS BLVD SUITE 350 ROSEVILLE CA 95661 990 2017-01-01 680346784 CALIFORNIA BUDGET & POLICY CENTER CALI 9164440500 1107 9TH STREET 310 SACRAMENTO CA 95814 CHRISTOPHER HOENE EXECUTIVE DIRECTOR 9164440500 2018-11-12 1 LINDA L HOUSE P00003225 9169293680 74.93.21.154 2018-11-12 07:59:46 PS P C4AAFE295FC7F407D237467BFDFB8C1C4F076897 E3959FDAAE808CCEA36A4A9F67DFEC4051E91035 2017 2019-02-21 02:37:17Z CHRISTOPHER HOENE 1107 9TH STREET 310 SACRAMENTO CA 95814 2265883 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. 12 12 12 0 0 0 1037215 2167927 56888 88294 23462 9662 0 0 1117565 2265883 0 0 0 0 1149212 1330851 0 0 64791 309078 308108 1458290 1638959 -340725 626924 1920098 2618028 141845 209171 1778253 2408857 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 1538312 8905 ANALYZED PUBLIC POLICIES AND RESEARCH FINDINGS THROUGH 48 POLICY BRIEFS, DATA HITS, AND SHORT PAPERS AND 6 CHARTBOOKS. DISTRIBUTED POLICY BRIEFS AND RESEARCH REPORTS TO NEARLY 1,000 INDIVIDUALS AND ORGANIZATIONS AS WELL AS THROUGH OUR WEBSITE. SENT REGULAR EMAIL UPDATES AND NEWSLETTERS TO OVER 5,500 INDIVIDUALS AND ORGANIZATIONS. PROVIDED TECHNICAL ASSISTANCE TO OVER 350 INDIVIDUALS AND ORGANIZATIONS. THE BUDGET CENTER WEBSITE RECEIVED A TOTAL OF 122,112 VISITORS IN 2017. 79389 HOSTED AN ANNUAL POLICY CONFERENCE ATTENDED BY 368 INDIVIDUALS. HOSTED THREE ADDITIONAL BUDGET BRIEFINGS WITH ATTENDANCE OF BETWEEN 56 AND 83 INDIVIDUALS. MADE 61 PRESENTATIONS TO MEETINGS OF NONPROFIT ORGANIZATIONS, LABOR UNIONS, COMMUNITY-BASED ORGANIZATIONS AND OTHERS. 1538312 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 12 1 0 0 0 0 0 1 1 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CHRISTOPHER HOENE 9164440500 1107 9TH STREET 310 SACRAMENTO CA 95814 VERONICA CARRIZALES MEMBER 0.50 X 0 0 0 TIM GAGE MEMBER 0.50 X 0 0 0 EMILY GORDON MEMBER 0.50 X 0 0 0 ALMA HERNANDEZ MEMBER 0.50 X 0 0 0 HILARY HOYNES MEMBER 0.50 X 0 0 0 JENNIFER ITO MEMBER 0.50 X 0 0 0 JOHN KIM MEMBER 0.50 X 0 0 0 JED KOLKO MEMBER 0.50 X 0 0 0 ANA J MATOSANTOS TREASURER 1.00 X X 0 0 0 FRANK J MECCA SECRETARY 1.00 X X 0 0 0 PAUL A ROSENSTIEL CHAIR 4.00 X X 0 0 0 DEAN TIPPS MEMBER 0.50 X 0 0 0 CHRISTOPHER HOENE EXECUTIVE DIRECTOR 40.00 X 186363 0 35043 SCOTT GRAVES RESEARCH DIRECTOR 40.00 X 127200 0 42267 STEVEN BLISS DIRECTOR OF STRATEGIC COMMUNICATIONS 40.00 X 124749 0 39594 438312 0 116904 3 0 1 0 0 2167927 2167927 CONFERENCES 900099 79389 79389 PUBLICATIONS AND SUBSC 900099 8905 8905 88294 9662 9662 2265883 88294 0 9662 221406 221406 861786 813367 6824 41595 247659 236589 1560 9510 41788 19789 21349 650 10009 9946 63 61565 61177 388 12068 11992 76 87622 87591 31 4449 4421 28 5033 5001 32 FUNDRAISING 12508 12508 STAFF DEVELOPMENT 11558 11485 73 BOARD OF DIRECTORS 11547 11474 73 PUBLICATIONS 10446 10380 66 39515 33694 5293 528 1638959 1538312 35856 64791 644381 699960 1205906 1859586 7500 14628 47510 29388 47413 37596 10152 9817 4649 4649 1920098 2618028 133072 189023 8773 20148 141845 209171 X 1565975 1597945 212278 810912 1778253 2408857 1920098 2618028 626924 3680 0 X 0 1 X 1 0 X 907706 1023856 1017575 1037215 2167927 6154279 907706 1023856 1017575 1037215 2167927 6154279 3894229 2260050 2639 1048 17331 23462 9662 54142 6208421 207518 0.36400 0.34040 X 0 0 180 180 1638779 1638959 231948 57987 0 0 33 228020 231948 460001 690002 164 870 180 1214 8 57005 57987 115000 172500 164 870 1034 47413 37596 9817 9817 X 2269563 3680 3680 2265883 0 2265883 1638959 0 1638959 0 1638959 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, 2017 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 AUDIT 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. 1 X 0 0 0 0 0 0 0 0 0 CHRISTOPHER HOENE EXECUTIVE DIRECTOR 186363 0 0 0 0 0 0 0 35043 0 221406 0 0 0 SCOTT GRAVES RESEARCH DIRECTOR 127200 0 0 0 0 0 0 0 42267 0 169467 0 0 0 STEVEN BLISS DIRECTOR OF STRATEGIC COMMUNICATIONS 124749 0 0 0 0 0 0 0 39594 0 164343 0 0 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