CALIFORNIA BUDGET & POLICY CENTER

SACRAMENTO, CA, 95814-3608 (916) 444-0500 Est. 1994 EIN 68-0346784
B99 - Education N.E.C. 990 - Public charity return 501(c)(3)
www.calbudgetcenter.org

Mission

THE BUDGET CENTER PROVIDES DEPENDABLE, TIMELY, POLICY GUIDANCE AND PUBLIC EDUCATION THROUGH OUR INDEPENDENT RESEARCH AND ANALYSIS, PUBLIC EDUCATION, STRATEGIC COLLABORATIONS, AND COMMUNICATIONS TO EXPAND ECONOMIC OPPORTUNITIES AND PROMOTE WELL-BEING FOR ALL CALIFORNIANS.

Giving Portfolio

Total Grants
6
Total Giving
$1.3M
Recipients
6
Years Active
2019 - 2024
Avg grant: $168,896 Median: $56,000

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20242$1.1M $539K02
20232$164K $82K20
20201$25K $25K10
20191$30K $30K10

Sectors Funded

Civil Rights & Advocacy
3
Public & Societal Benefit
2

Top States

California
6

Grantee Size Profile

$10M - $50M
3
$5M - $10M
2

Top Grantees

CA - 2 grants
$477K
UNITED WAY OF CALIFORNIA
CA
$30K

Grants Awarded · 7 grants

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Financials

Total Revenue
$4,833,834
Total Expenses
$5,610,865
Net Assets
$7,075,686
23 employees 19 volunteers
From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve
15.1 months Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↓ 27.4%
Expenses ↑ 65.3%
Revenue Sources
Contributions 91.6% Earned revenue 3.3% Investment 3.8% Other 1.0%
Expense Breakdown
Program 84.8% Management 14.6% Fundraising 0.6%

Officers & Trustees (21)

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Filing History (7 filings)

YearRevenueExpensesNet Assets
2024 990 - Public charity return
Jan 1, 2024 to Dec 31, 2024
$4,833,834 ↓$5,610,865$7,075,686
2023 990 - Public charity return
Jan 1, 2023 to Dec 31, 2023
$6,655,540 ↑$3,395,252$9,103,383
2022 990 - Public charity return
Jan 1, 2022 to Dec 31, 2022
$2,571,224 ↓$3,267,500$5,786,293
2021 990 - Public charity return
Jan 1, 2021 to Dec 31, 2021
$5,250,626 ↑$2,843,774$6,592,959
2020 990 - Public charity return
Jan 1, 2020 to Dec 31, 2020
$2,868,186 ↓$2,675,034$4,166,282
2019 990 - Public charity return
Jan 1, 2019 to Dec 31, 2019
$3,486,044 ↑$2,369,238$3,944,769
2018 990 - Public charity return
Jan 1, 2018 to Dec 31, 2018
$2,311,568 $1,916,770$2,789,283

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EIN: 68-0346784 · Source: IRS Form 990 e-file data