Civic Intelligence

California Policy Center

990 • Fiscal year 2018 • EIN 27-2870463

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 28, 2020

Organization ProfileWWW.californiapolicycenter.org
18002 Irvine Blvd Ste I-9Tustin, CA 92780

(714) 573-2201

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

1st percentile

-0.02x

Higher debt load relative to assets than 1% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

1st percentile

-0.01x

Higher debt load relative to revenue than 1% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

59th percentile

6.6%

Higher net margin than 59% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$148,492

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

36th percentile

-1.3%

Faster revenue growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets1st percentile

Assets

Up

$496,760

Up $67,585 (+16%) from 2017

Net Assets

Up

$506,676

Up $79,677 (+19%) from 2017

Liabilities

Down

-$9,916

Down $12,092 (-556%) from 2017

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin59th percentile

Revenue

Down

$1,313,416

Down $17,714 (-1.3%) from 2017

Expenses

Down

$1,227,312

Down $51,934 (-4.1%) from 2017

Net Income

Up

$86,104

Up $34,220 (+66%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$496,760
Liabilities-$9,916
Net Assets$506,676
Open 2018 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$1,313,416
Expenses$1,227,312
Net Income$86,104
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 28, 2020
Return Version
2018v3.1
Gross Receipts
$1,433,874
Mission and Program Overview

Mission

To secure a more prosperous future for all californians

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$209,982$298,047▲ $88,065
Investments in Publicly Traded Securities$219,193$198,713▼ $20,480
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$429,175$496,760▲ $67,585
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$2,176$-9,916▼ $12,092
Total Liabilities$2,176$-9,916▼ $12,092
Net Assets / Fund Balance
Unrestricted Net Assets$426,999$506,676▲ $79,677
Total Net Assets Fund Balance$426,999$506,676▲ $79,677
Total Liabilities and Net Assets / Fund Balance$429,175$496,760▲ $67,585
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
William SwainPresidentFT$148,492$148,492

Board Members and Trustees

NameTitle
Dale OkunoDirector
David BahnsenDirector
Jim PalmerDirector
John KrugerDirector
Mark W BucherCEO
Robert W LoewenSecretary
Glenn D WoodyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,307,900
Program Service Revenue
$0
Investment Income
$5,516
Other Revenue
$0
All Other Contributions
$1,307,900
Change in Net Assets
$86,104
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$774,309
Salaries, Compensation, and Employee Benefits$453,003
Total Fundraising Expense$225,951
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$253,642-$58,933$312,575
Other Salaries and Wages$205,502-$83,114$288,616
Current Officers, Directors, Trustees, and Key Employees-$164,387-$164,387
Information Technology$120,969$3,807-$124,776
Payment Travel Entrtnmnt Publicly Ofcl$54,036$4,675-$58,711
Fees for Services Legal$33,764$13,729-$47,493
Travel$10,483$13,043$8,900$32,426
Insurance-$14,828-$14,828
All Other Expenses$4,264$5,099$3,600$12,963
Office Expenses-$9,055-$9,055
Other Expenses$7,296$46,901$18,632$7,296
Fees for Services Management-$3,500-$3,500
Advertising$2,813--$2,813
Conferences and Meetings$546--$546
Interest-$53-$53
Total Functional Expenses$722,284$279,077$225,951$1,227,312
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Mark Bucher50% OWNERRent - Service FirstNo-
Mark BucherCommon OwnerPayroll ServicesNo-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
Yes
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

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
California Policy Center
EIN
27-2870463
Phone
7145732201
Address
18002 IRVINE BLVD STE I-9, TUSTIN, CA 92780

Signing Officer

Name
William Swain
Title
President
Signed
2020-07-28

Organization Details

Principal Officer
William Swain
Formed
2010
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
12
Volunteers
15
Supplemental Narrative

Additional Explanations

Amended Explanation

“Form 990 part iv question 3 was inadvertantly marked yes and should have been marked no.”

Raw XML AppendixShowing 400 of 471 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/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt04675
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt054036
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt058711
IRS990/PYOtherExpensesAmt0835942
IRS990/PYRevenuesLessExpensesAmt051884
IRS990/PYSalariesCompEmpBnftPaidAmt0443304
IRS990/PYTotalExpensesAmt01279246
IRS990/PYTotalRevenueAmt01331130
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt086104
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01307900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01331130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0505246
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0718119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0346890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04209285
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05030
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05030
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05030
IRS990ScheduleA/InvestmentIncomeCYPct00.00120
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99880
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt04209285
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01307900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01331130
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0505246
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0718119
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0346890
IRS990ScheduleA/Total509Grp/TotalAmt04209285
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01312930
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01331130
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0505246
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0718119
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0346890
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04214315
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0MARK BUCHER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1MARK BUCHER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt050% OWNER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1COMMON OWNER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RENT - SERVICE FIRST
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1PAYROLL SERVICES
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 PART IV QUESTION 3 WAS INADVERTANTLY MARKED YES AND SHOULD HAVE BEEN MARKED NO.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Amended Explanation
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CALIFORNIA ACTION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0330746821
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PUBLIC ED
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt018002 IRVINE BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TUSTIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092780
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$496,760
Liabilities
-$9,916
Net assets
$506,676
Revenue
$1,313,416
Expenses
$1,227,312
Net income
$86,104
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
2018Detailed filing. Detailed filing data is available for this year.$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