CALIFORNIA BUDGET & POLICY CENTER (EIN 680346784) - Form 990 Financial Analysis & Trantor Score

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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

1994

Legal Domicile

Principal Officer

CHRISTOPHER HOENE

Phone

9164440500

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA BUDGET & POLICY CENTER, founded in 1994, is a community nonprofit in the Education sector that reported $4.8M in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $5.6M exceeded revenue, resulting in a 16% operating deficit.

Mission

THE CALIFORNIA BUDGET & POLICY CENTER (BUDGET CENTER) IS A NONPARTISAN, RESEARCH AND ANALYSIS NONPROFIT COMMITTED TO ADVANCING PUBLIC POLICIES THAT IMPROVE THE LIVES OF CALIFORNIANS.

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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 $4,428,895

Program Service Revenue $158,085

Investment Income $185,427

Other Revenue $61,427

TOTAL REVENUE $4,833,834

Expense Breakdown

Grants Paid $1,077,168

Salaries & Benefits $3,396,323

Fundraising Expenses $36,416

Program Expenses $4,756,006

Other Expenses $1,137,374

TOTAL EXPENSES $5,610,865

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,833,834	$6,655,540	-0.3%
Expenses	$5,610,865	$3,395,252	+0.7%
Net Income	$-777,031	$3,260,288	-1.2%

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

$273,646

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VERONICA CARRIZALES	CHAIR	0.50	Officer Director	$0	$0	$0
CHRIS BENNER	BOARD MEMBER	0.50	Director	$0	$0	$0
CATHY CHA	BOARD MEMBER	0.50	Director	$0	$0	$0
CRYSTAL CRAWFORD	BOARD MEMBER	0.50	Director	$0	$0	$0
NATALIE FOSTER	BOARD MEMBER	0.50	Director	$0	$0	$0
TIM GAGE	BOARD MEMBER	0.50	Director	$0	$0	$0
SHIMICA GASKINS	VICE-CHAIR/SECRETARY	0.50	Officer Director	$0	$0	$0
EMILY GORDON	TREASURER	0.50	Officer Director	$0	$0	$0
TRACY GORDON	BOARD MEMBER	0.50	Director	$0	$0	$0
RUTH HOLTON-HODSON	BOARD MEMBER	0.50	Director	$0	$0	$0
HILARY HOYNES	BOARD MEMBER	0.50	Director	$0	$0	$0
JOHN KIM	BOARD MEMBER	0.50	Director	$0	$0	$0
TIA ORR	BOARD MEMBER	0.50	Director	$0	$0	$0
MICHAEL TUBBS	BOARD MEMBER	0.50	Director	$0	$0	$0
ANTHONY E WRIGHT	BOARD MEMBER	0.50	Director	$0	$0	$0
CHRISTOPHER HOENE	EXECUTIVE DIRECTOR	40.00	Officer	$238,043	$35,603	$273,646
SCOTT GRAVES	DIRECTOR OF RESEARCH	40.00	Highest	$182,578	$31,980	$214,558
JANICE SELBY	DIRECTOR OF OPERATIONS	40.00	Highest	$160,025	$32,480	$192,505
ALISSA ANDERSON	SENIOR POLICY ANALYST	40.00	Highest	$176,648	$17,665	$194,313
LAURA PRYOR	KEY EMPLOYEE	40.00	Highest	$159,413	$22,644	$182,057
KATHERINE ROBLES-AYALA	KEY EMPLOYEE	40.00	Highest	$151,038	$21,124	$172,162

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	$4,833,834	$5,610,865	$7,990,499	$-777,031
2023	$6,655,540	$3,395,252	$9,764,779	$3,260,288
2022	$2,571,224	$3,267,500	$6,199,058	$-696,276
2021	$5,250,626	$2,843,774	$6,922,450	$2,406,852
2020	$2,868,186	$2,675,034	$4,545,279	$193,152
2019	$3,486,044	$2,369,238	$4,236,777	$1,116,806
2018	$2,311,568	$1,916,770	$3,018,418	$394,798

CALIFORNIA BUDGET & POLICY CENTER