Civic Intelligence

California Policy Center

EIN 27-2870463 • 501(c)3 • Tustin, CA

Profile

To secure a more prsperous future for all californians.

18002 Irvine Blvd Ste 110Tustin, CA 92780

www.californiapolicycenter.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

49th percentile

4.0%

Higher net margin than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$203,152

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

80th percentile

21%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

32%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,652,671

Up $287,336 (+21%) from 2023

Liabilities

Down

$71

Down $429 (-86%) from 2023

Net Assets

Up

$1,652,600

Up $287,765 (+21%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin49th percentile

Revenue

Up

$2,294,990

Up $555,417 (+32%) from 2023

Expenses

Up

$2,202,515

Up $296,593 (+16%) from 2023

Net Income

Up

$92,475

Up $258,824 (+156%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2017: $429,175Liabilities 2017: $2,176Net Assets 2017: $426,9992017Assets 2018: $496,760Liabilities 2018: -$9,916Net Assets 2018: $506,6762018Assets 2019: $787,893Liabilities 2019: $0Net Assets 2019: $787,8932019Assets 2020: $1,024,638Liabilities 2020: $0Net Assets 2020: $1,024,6382020Assets 2021: $1,756,918Liabilities 2021: $0Net Assets 2021: $1,756,9182021Assets 2022: $1,507,213Liabilities 2022: $0Net Assets 2022: $1,507,2132022Assets 2023: $1,365,335Liabilities 2023: $500Net Assets 2023: $1,364,8352023Assets 2024: $1,652,671Liabilities 2024: $71Net Assets 2024: $1,652,6002024

Highlighted filing

2024

Assets$1,652,671
Liabilities$71
Net Assets$1,652,600
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $1,331,130Expenses 2017: $1,279,246Net Income 2017: $51,8842017Revenue 2018: $1,313,416Expenses 2018: $1,227,312Net Income 2018: $86,1042018Revenue 2019: $2,481,103Expenses 2019: $2,212,741Net Income 2019: $268,3622019Revenue 2020: $2,039,168Expenses 2020: $1,802,423Net Income 2020: $236,7452020Revenue 2021: $3,268,638Expenses 2021: $2,536,358Net Income 2021: $732,2802021Revenue 2022: $1,580,873Expenses 2022: $1,821,312Net Income 2022: -$240,4392022Revenue 2023: $1,739,573Expenses 2023: $1,905,922Net Income 2023: -$166,3492023Revenue 2024: $2,294,990Expenses 2024: $2,202,515Net Income 2024: $92,4752024

Highlighted filing

2024

Revenue$2,294,990
Expenses$2,202,515
Net Income$92,475
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,652,671
Liabilities
$71
Net assets
$1,652,600
Revenue
$2,294,990
Expenses
$2,202,515
Net income
$92,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$2.29$2.20$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.36$1.74$1.91$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$1.58$1.82$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$3.27$2.54$0.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$2.04$1.80$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$2.48$2.21$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.01$0.51$1.31$1.23$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$1.33$1.28$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$2,306,164
Mission and Program Overview

Mission

To secure a more prosperous future for all californians

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$664,748$838,503▲ $173,755
Cash and Non-Interest-Bearing Accounts$699,178$814,168▲ $114,990
Prepaid Expenses and Deferred Charges$1,409--
Total Assets$1,365,335$1,652,671▲ $287,336
Liabilities
Unsecured Notes Loans Payable$500--
Accounts Payable and Accrued Expenses$23,971$71▼ $23,900
Total Liabilities$24,471$71▼ $24,400
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,340,864$1,652,600▲ $311,736
Total Net Assets Fund Balance$1,340,864$1,652,600▲ $311,736
Total Liabilities and Net Assets / Fund Balance$1,365,335$1,652,671▲ $287,336
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseTotal
William SwaimPresidentFT$203,152$203,152
Jackson ReeseExec VP SecretaryFT$157,261$157,261
Lance ChristensenVP Government AffairsFT$152,822$152,822
Dawn CollierCommunications DirectorFT$119,365$119,365

Board Members and Trustees

NameTitle
Bob LoewenDirector
Dale OkunoDirector
David BahnsenDirector
Glenn WoodyDirector
Jim PalmerDirector
Patrick WadeDirector
Steve BorowskiDirector
Mark BucherCEO
Revenue and Support

Revenue Composition

Contributions and Grants
$2,282,565
Program Service Revenue
$0
Investment Income
$12,425
Other Revenue
$0
All Other Contributions
$2,282,565
Change in Net Assets
$92,475

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,294,990
Revenue Not Reported on Form 990
$135,975
Total Revenue per Audited Statements
$2,430,965
Total Revenue per Form 990
$2,294,990
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,544,798
Other Expenses$657,717
Total Fundraising Expense$340,580
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$969,893$81,804$132,688$1,184,385
Current Officers, Directors, Trustees, and Key Employees$261,468$15,726$83,219$360,413
Conferences and Meetings$121,682--$121,682
Office Expenses$13,908$50,913$35,327$100,148
Travel$36,616$14,859$26,913$78,388
Fees for Services Legal$52,786$14,169-$66,955
Advertising$16,260-$30,293$46,553
Information Technology$42,318--$42,318
Insurance$2,293$22,966-$25,259
Occupancy-$24,000-$24,000
Other Expenses$20,321-$32,140$20,321
Total Functional Expenses$1,637,498$224,437$340,580$2,202,515

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,202,515
Total Expenses per Audited Statements$2,202,515
Total Expenses per Form 990$2,202,515
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“The board of directors reviews the tax returns and audited”

Part VI Line 11B

“Financials statments prior to filing.”

Part VI Line 19

“Financial statements and tax returns are available upon request.”

Filing and Contact Details

Filer

Filer Name
California Policy Center
EIN
27-2870463
In Care Of
% WILLIAM SWAIM
Phone
9167188572
Address
18002 IRVINE BLVD STE 110, TUSTIN, CA 92780

Signing Officer

Name
William Swaim
Title
President
Phone
9492741911
Signed
2025-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Swaim
Formed
2020
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
11
Volunteers
15

Preparer

Firm
John Dahlin
Address
3744 E Chapman Ave F2034, Orange, CA 92859
Preparer
John C Dahlin
Phone
6577865736
Supplemental Narrative

Additional Explanations

Part III Line 4D

“Expenses: $210253.00 including grants of: $0.00 Revenue: $0.00”

Part III Line 4D

“Policy Reform: This is our team actually working in the statehouse and”

Part III

“municipalities across the state implementing reforms.”

Part III Line 4D

“Expenses: $126357.00 including grants of: $0.00 Revenue: $0.00”

Part III Line 4D

“Strategic Grantmaking: Strategic grantmaking to organizations that share”

Part III Line 4D

“our mission and vision, but differ on strategy.”

Raw XML AppendixShowing 400 of 499 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXEC VP SECRETARY
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IRS990/OtherExpensesGrp/Desc0CONSULTING
IRS990/OtherExpensesGrp/Desc1POLICY RESEARCH
IRS990/OtherExpensesGrp/Desc2PHOTOGRAPHY & VIDEOGRAPHY
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IRS990/PrincipalOfficerNm0WILLIAM SWAIM
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IRS990/ProgSrvcAccomActy2Grp/Desc0Communications & Education: Great ideas dont matter if they just sit on a shelf. Our comms and marketing teams deploys strategic communications campaigns through traditional and new media to create incremental change within the hearts and minds of politicians, the press and Californians throughout the state.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Coalition Building: Uniting parents, community leaders, and policy allies to create a stronger statewide network for reform. This includes our Parent Union, our Local Elected Officials Network and our Water & Energy Business Leaders community we are building.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0Policy Reform: This is our team actually working in the statehouse and municipalities across the state implementing reforms.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Strategic Grantmaking: Strategic grantmaking to organizations that share our mission and vision, but differ on strategy.
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1126357
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02045069
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WILLIAM SWAIM
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JACKSON REESE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2LANCE CHRISTENSEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EXEC VP SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2VP GOVERNMENT AFFAIRS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS THE TAX RETURNS AND AUDITED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FINANCIALS STATMENTS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Expenses: $210253.00 including grants of: $0.00 Revenue: $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Policy Reform: This is our team actually working in the statehouse and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5municipalities across the state implementing reforms.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Expenses: $126357.00 including grants of: $0.00 Revenue: $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Strategic Grantmaking: Strategic grantmaking to organizations that share
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8our mission and vision, but differ on strategy.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PUBLIC EDUCATION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TUSTIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1NEWPORT BEACH
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