CITIZENS BUDGET COMMISSION INC

EIN: 130576141 501(c)(3) Public & Societal Benefit

NEW YORK, NY

Total Revenue
$3,603,182
Total Expenses
$3,127,974
Total Assets
$14,357,467
Net Assets
$12,403,860
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Financial Trends

Organization Details

Formation Year
1932
Legal Domicile
NY
Principal Officer
ANDREW S REIN
Phone
2122792605
Tax Period
2023-01-01 to 2023-12-31

CITIZENS BUDGET COMMISSION INC, founded in 1932, is a community nonprofit in the Public & Societal Benefit sector that reported $3.6M in total revenue in fiscal year 2023. Expenses of $3.1M left a modest 13% surplus.

Mission

THE CITIZEN BUDGET COMMISSION, INC. ("CBC") IS A NONPARTISAN, NOT-FOR-PROFIT CIVIC ORGANIZATION DEVOTED TO INFLUENCING CONSTRUCTIVE CHANGE IN THE FINANCES AND SERVICES OF NEW YORK CITY (THE "CITY") AND NEW YORK STATE (THE "STATE") GOVERNMENTS. (CONTINUED SCHEDULE O)(CONTINUED FROM PAGE 2, PART III, LINE 1) CBC WAS FOUNDED IN 1932, A TIME OF GREAT FISCAL CRISIS, WHEN A GROUP OF CIVIC LEADERS FORMED A RESEARCH ORGANIZATION THAT WOULD ANALYZE THE CITY'S FINANCES, EVALUATE THE MANAGEMENT OF CITY GOVERNMENT, REPORT ON THESE MATTERSTO ITS MEMBERS, AND RECOMMEND IMPROVEMENTS TO MUNICIPAL OFFICIALS. IN 1985, CBC EXPANDED THIS ANALYSIS TO INCLUDE THE FISCAL AFFAIRS OF STATE GOVERNMENT. CBC'S PURSUIT OF ITS MISSION IS EMBODIED IN FOUR INTERRELATED ROLES: WATCHDOG, RESEARCH ORGANIZATION, MONITOR OF IMPLEMENTATION AND DISSEMINATOR OF INFORMATION. CBC IS FUNDED PRIMARILY BY CONTRIBUTIONS, SPECIAL EVENTS AND INVESTMENT INCOME.

Program Service Accomplishments

Program 1
Expenses: $1,728,760

NONPARTISAN RESEARCH ON THE FINANCES, OPERATIONS, AND POLICIES OF NEW YORK CITY AND NEW YORK STATE GOVERNMENTS, WITH THE GOAL OF PROMOTING SOUND FISCAL AND MANAGEMENT PRACTICES. CBC CONDUCTS RESEARCH...

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NONPARTISAN RESEARCH ON THE FINANCES, OPERATIONS, AND POLICIES OF NEW YORK CITY AND NEW YORK STATE GOVERNMENTS, WITH THE GOAL OF PROMOTING SOUND FISCAL AND MANAGEMENT PRACTICES. CBC CONDUCTS RESEARCH ON A NUMBER OF TOPICS, INCLUDING FISCAL MANAGEMENT, RAINY DAY FUNDS, SERVICE EFFICIENCY, MTA CAPITAL PLANNING AND OPERATING EFFICIENCY, HOUSING PRODUCTION AND LAND USE DECISIONS, ECONOMIC DEVELOPMENT AND ENERGY POLICIES, HEALTH SPENDING, AS WELL AS ONGOING MONITORING OF THE CITY AND STATE BUDGETS.

Program 2
Expenses: $647,528

DISSEMINATION OF INFORMATION TO THE PUBLIC, POLICY MAKERS AND THE POLICY COMMUNITY THROUGH THE PUBLICATION AND DISTRIBUTION OF CBC RESEARCH REPORTS, HOSTING PUBLIC FORUMS TO PROMOTE DISCUSSION AND...

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DISSEMINATION OF INFORMATION TO THE PUBLIC, POLICY MAKERS AND THE POLICY COMMUNITY THROUGH THE PUBLICATION AND DISTRIBUTION OF CBC RESEARCH REPORTS, HOSTING PUBLIC FORUMS TO PROMOTE DISCUSSION AND EDUCATE NEW YORKERS ON PUBLIC POLICY ISSUES, TESTIMONY SUBMITTED TO LEGISLATIVE BODIES, LETTERS TO OFFICIALS, AND ANALYSIS AND COMMENTARY IN PROMINENT MEDIA OUTLETS. TOPICS INCLUDED: HOW TO STABILIZE THE NEW YORK CITY AND NEW YORK STATE BUDGETS; HOW TO DESIGN AN EFFECTIVE CAP-AND-TRADE SYSTEM; HOW TO IMPROVE PRIORITIZATION AND FINANCING OF THE NEXT METROPOLITAN TRANSPORTATION AUTHORITY CAPITAL PROGRAM; RISKS AND REMEDIES TO POPULATION LOSS FOR NYC; EDUCATION SPENDING; CITY AND STATE RESERVE POLICIES. . (CONTINUED ON SCHEDULE O)(CONTINUED FROM PAGE 2, PART III, LINE 4B) CBC HELD 15 EVENTS IN 2023. 13 OF THE EVENTS FEATURED SPEAKERS, INCLUDING: THE NYC AND NYS BUDGET DIRECTORS; THE METROPOLITAN TRANSPORTATION AUTHORITY CHAIR AND CEO AND THE MTA PRESIDENT OF CONSTRUCTION; THE NYS GOVERNOR; THE NYC FIRST DEPUTY MAYOR; THE NYC SANITATION COMMISSIONER; THE NYC ECONOMIC DEVELOPMENT CORPORATION CEO; THE SPEAKER OF THE NEW YORK CITY COUNCIL; NYS'S ECONOMIC DEVELOPMENT CEO; AND THE NYS DIRECTOR OF OPERATIONS. LASTLY, CBC HELD TWO CONFERENCES WITH PANELISTS: ONE ON THE NEW YORK STATE BUDGET PROCESS AND THE OTHER ON OUT-MIGRATION IN NYC.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,053,581
Program Service Revenue $0
Investment Income $546,804
Other Revenue $2,797
TOTAL REVENUE $3,603,182

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,635,864
Fundraising Expenses $323,312
Program Expenses $2,376,288
Other Expenses $1,486,110
TOTAL EXPENSES $3,127,974

Year-over-Year Comparison

2023 2022 Change
Revenue $3,603,182 $3,396,278 +0.1%
Expenses $3,127,974 $2,509,631 +0.2%
Net Income $475,208 $886,647 -0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
16
Independent Members
16
Employees
15
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$328,416
Total Directors
18
$108,866
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KEVIN MEDINA DIRECTOR OF OPERATIONS 1.00
Director
$101,866 $7,000 $108,866
MARISSA SHORENSTEIN CHAIR 1.00
Director
$0 $0 $0
JAKE ELGHANAYAN VICE CHAIR 1.00
Director
$0 $0 $0
WILLIAM FLOYD VICE CHAIR 1.00
Director
$0 $0 $0
CAROL ROSENTHAL VICE CHAIR 1.00
Director
$0 $0 $0
EDWARD WALLACE GENERAL COUNSEL 1.00
Director
$0 $0 $0
KENT HITESHEW SECRETARY 1.00
Director
$0 $0 $0
ALAIR TOWNSEND TREASURER 1.00
Director
$0 $0 $0
ELAINE BRENNAN TRUSTEE 1.00
Director
$0 $0 $0
PAULA DAGEN TRUSTEE 1.00
Director
$0 $0 $0
ROBERT HOGLUND TRUSTEE 1.00
Director
$0 $0 $0
CASWELL HOLLOWAY TRUSTEE 1.00
Director
$0 $0 $0
SHARI HYMAN TRUSTEE 1.00
Director
$0 $0 $0
DAVID A JAVDAN TRUSTEE 1.00
Director
$0 $0 $0
ANTHONY MANNARINO TRUSTEE 1.00
Director
$0 $0 $0
RICHARD ROBERTS TRUSTEE 1.00
Director
$0 $0 $0
JAMIE RUBIN TRUSTEE (THRU 9/2023) 1.00
Director
$0 $0 $0
MERRYL H TISCH TRUSTEE 1.00
Director
$0 $0 $0
ANDREW S REIN PRESIDENT 40.00
Officer
$308,466 $19,950 $328,416
ANA CHAMPENY VICE PRESIDENT FOR RESEARCH 40.00
Highest
$191,862 $45,324 $237,186
PATRICK ORECKI DIRECTOR OF STATE STUDIES 40.00
Highest
$138,659 $21,755 $160,414
SEAN T CAMPION DIRECTOR OF HOUSING AND ECONOMIC STUDIES 40.00
Highest
$124,364 $8,982 $133,346
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $3,603,182 $3,127,974 $14,357,467 $475,208
2022 $3,396,278 $2,509,631 $12,953,903 $886,647
2021 $2,761,347 $2,316,525 $11,693,384 $444,822
2020 $2,137,642 $2,458,008 $10,073,726 $-320,366
2019 $2,976,696 $2,655,358 $9,497,544 $321,338
2018 $3,147,314 $3,011,350 $8,157,645 $135,964
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