CALIFORNIA POLICY CENTER

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Principal Officer

WILLIAM SWAIM

Phone

9167188572

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA POLICY CENTER, founded in 2020, is a community nonprofit in the Human Services sector that reported $2.3M in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $2.2M left a modest 4% surplus.

Mission

TO SECURE A MORE PRSPEROUS FUTURE FOR ALL CALIFORNIANS.

Program Service Accomplishments

Program 1

Expenses: $205,343

Research: Our research team produces independent, data-driven studies that reveal the real costs of government overreach and spotlight proven solutions. They publish timely reports,reveal...

Research: Our research team produces independent, data-driven studies that reveal the real costs of government overreach and spotlight proven solutions. They publish timely reports,reveal policy,landmines, and arm reformers inside and outside the government with the credible evidence they need to win lasting change.

Program 2

Expenses: $617,829

Communications & 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.

Program 3

Expenses: $477,716

Coalition 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...

Coalition 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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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,282,565

Program Service Revenue $0

Investment Income $12,425

Other Revenue $0

TOTAL REVENUE $2,294,990

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,544,798

Fundraising Expenses $340,580

Program Expenses $1,637,498

Other Expenses $657,717

TOTAL EXPENSES $2,202,515

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,294,990	$1,739,573	+0.3%
Expenses	$2,202,515	$1,905,922	+0.2%
Net Income	$92,475	$-166,349	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$360,413

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM SWAIM	PRESIDENT	40.00	Officer	$203,152	$0	$203,152
JACKSON REESE	EXEC VP SECRETARY	40.00	Officer	$157,261	$0	$157,261
LANCE CHRISTENSEN	VP GOVERNMENT AFFAIRS	40.00	Highest	$152,822	$0	$152,822
DAWN COLLIER	COMMUNICATIONS DIR	40.00	Highest	$119,365	$0	$119,365
BOB LOEWEN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BAHNSEN	DIRECTOR	1.00	Director	$0	$0	$0
STEVE BOROWSKI	DIRECTOR	1.00	Director	$0	$0	$0
MARK BUCHER	CEO	4.00	Officer Director	$0	$0	$0
DALE OKUNO	DIRECTOR	1.00	Director	$0	$0	$0
JIM PALMER	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK WADE	DIRECTOR	1.00	Director	$0	$0	$0
GLENN WOODY	DIRECTOR	1.00	Director	$0	$0	$0

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	$2,294,990	$2,202,515	$1,652,671	$92,475
2023	$1,739,573	$1,905,922	$1,365,335	$-166,349
2022	$1,580,873	$1,821,312	$1,507,213	$-240,439
2021	$3,268,638	$2,536,358	$1,756,918	$732,280
2020	$2,039,168	$1,802,423	$1,024,638	$236,745
2019	$2,481,103	$2,212,741	$787,893	$268,362
2018	$1,313,416	$1,227,312	$496,760	$86,104
2018	$1,313,416	$1,227,312	$496,760	$86,104