TEXAS 2036: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS 2036 (EIN 81-3063099)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-17
- IRS object ID
- 202511689349300936
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-17T12:10:21+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14221 Dallas Parkway Suite 400 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813063099 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas 2036 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEXA | BusinessNameControlTxt |
| Phone | 4693842036 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 W 7th Street Suite 1100 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Leebron | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 4693842036 | PhoneNum |
| Signature | 2025-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeanette Verrelli | PreparerPersonNm |
| PTIN | P00742631 | PTIN |
| Phone | 9727028262 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David Leebron | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 W 7th Street Suite 1100 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,047,702 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | texas2036.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2016 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TEXAS 2036 EMPOWERS TEXANS TO MAKE INFORMED DECISIONS USING DATA AND LONG-TERM STRATEGIC PLANNING TO SUSTAIN TEXAS AS THE BEST PLACE TO LIVE AND WORK. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 36 | TotalEmployeeCnt |
| Total Volunteers | 42 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $7,862,170 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,660,571 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,854 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $111,718 | CYProgramServiceRevenueAmt |
| PY Investment Income | $190,118 | PYInvestmentIncomeAmt |
| CY Investment Income | $275,413 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,074,142 | PYTotalRevenueAmt |
| CY Total Revenue | $10,047,702 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $150,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,204,691 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,376,663 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $95,605 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $84,474 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $930,571 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,150,281 | PYOtherExpensesAmt |
| CY Other Expenses | $3,101,568 | CYOtherExpensesAmt |
| PY Total Expenses | $9,600,577 | PYTotalExpensesAmt |
| CY Total Expenses | $8,562,705 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,526,435 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,484,997 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,812,847 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,268,198 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $795,936 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $686,704 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,016,911 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,581,494 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ENABLE TEXANS TO MAKE POLICY DECISIONS THROUGH ACCESSIBLE DATA, LONG-TERM PLANNING AND STATEWIDE ENGAGEMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,860,397 | ExpenseAmt |
| Desc | In 2024, Texas 2036 applied its data-driven, research-informed, non-partisan approach to addressing the significant challenges facing Texas by developing and publishing research, interactive data tools, and viable solutions for how the state might address complex and long-term issues facing Texas. Guided by the goals and priorities outlined in our strategic framework for the state, we prepared and shared hundreds of pages of data and policy analysis with legislative committees, government commissions, agencies, and business, non-profit, and civic groups. These were also made freely available to the public on our website. We also engaged in the rulemaking process for House Bills 8 and 1605 (88R). Texas 2036 continued to develop and engage with coalitions of stakeholders including Aim Hire Texas, a statewide consortium of advocates, employers, non-profit organizations, and education and training providers working to improve the Texas workforce system for the benefit of all Texans and their employers; the States for the Future network, a collaboration of organizations and states pursuing a new approach to solving the significant and systemic challenges that individual states - and the nation as a whole - face now and into the future. 2024 also included the formation of a new Texas water funding coalition, a collaboration of Texas business leaders and organizations from across the state urging the Texas Legislature to establish a dedicated revenue source to fund water projects including expanding the state's water supply portfolio and fixing aging and deteriorating water systems; and the Employers for Child Care, a diverse group of business leaders who are working together to develop and advocate for public policy reforms to expand working families' access to affordable, quality childcare in Texas. Texas 2036 also developed and initiated several projects to continue to establish clear facts about the challenges and opportunities facing Texas, including data analyses, research summaries, reports, and other resources aligned with various goals of Texas 2036's Strategic Framework for the future of Texas that have been or will be, made available to the public, to help Texans and their policymakers better understand and contemplate solutions for the many challenges that Texas continues to face. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,687,545 | ExpenseAmt |
| Desc | Texas 2036 believes it is critical for Texans across the state to know the challenges that our state faces, both now and into the future, and to understand the role that state policy plays in addressing those challenges and ensuring all Texans have the opportunity to flourish. In 2024, Texas 2036 staff visited communities and organized meetings across the state, sharing our research and data at conferences and public events. We established the Texas 2036 Research Advisory Council, a collection of data and policy experts, to advise on our research agenda, as well as participated in the Texas Education RP3 Network, including facilitating sessions at its convenings. We also participated in the research roundtable at the Asset Funders Network. Texas 2036 staff shared information with the public through media interviews, op-eds, 150 blog posts, original videos, presentations, panel discussions, social media, reports, infographics, one-pagers, and interactive websites. Our work was mentioned in over 550 media reports and our online engagement increased by over 50% during 2024. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,595,158 | ExpenseAmt |
| Revenue | $111,718 | RevenueAmt |
| Desc | At Texas 2036, data informs our work and is used to monitor the resulting progress. In 2024, Texas 2036 continued the expansion and creation of robust, accessible data tools and published reports outlining what the research/data indicates about the future. These resources are available to explore on our website at texas2036.org In 2024, we completed over a dozen new data projects including the production of new publicly accessible data dashboards: The Future of Texas Energy, which provides Texans with the opportunity to understand the future implications of the current and near-term energy system and market conditions and to work together to shape Texas' energy and economic future; We also updated the data in the Texas Advanced Coursetaking Dashboard, and search functionality of our Strategic Framework, an examination of Texas' progress towards 36 aspirational goals in seven policy areas. In addition to online data tools, Texas 2036 produced publicly accessible research including Improving Funding Efficiencies for Classroom-to-Career Programs in Texas, which outlines how a braided funding model can support proven career programs in high schools across the state; a report examining the state of math education in Texas, and how students do not have the level of math proficiency needed to be successful in today's - or tomorrow's - economy. Understanding Texas: The State of Parenting; Making a Texas-sized Impact in Space, which examines how Texas compares to other states in advancing the space sector; The Future of AI in Texas, which explores how Texas is working to reap AI's many benefits while responsibly managing the technology's risks; and updates to our Future Trends of Extreme Weather in Texas report, and our first-of-its-kind report examining the population of Texans without health insurance. During 2024, Texas 2036 conducted its 8th Texas voter poll to understand the perspectives of Texas voters on key policy issues including education and health care and prepared a series of summaries of the lessons from these polls which are publicly accessible in our online Resource Library. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,143,100 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 36 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas 2036 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4693842036 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 W 7th Street Suite 1100 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARC WATTS | |||||||||
| CHAIR OF THE BOARD | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SAM L SUSSER | |||||||||
| Secretary | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TOM LUCE | |||||||||
| FOUNDING CHAIRMAN | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALINE BASS CALLAHAN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| AMY CHRONIS | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW HALL | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANN BARNES | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BRADLEY H TIDWELL | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ED ESCUDERO | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ELAINE MENDOZA | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| EVA GUZMAN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GUILLERMO MEMO TREVINO | |||||||||
| DIRECTOR START 03/24 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HUNTER HUNT | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES HENRY RUSSELL | |||||||||
| DIRECTOR END: 08/24 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEANNE PHILLIPS | |||||||||
| DIRECTOR END 09/24 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOE STRAUS | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOSH WINEGARNER | |||||||||
| DIRECTOR START: 03/24 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JULIET GARCIA | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KYLE MILLER | |||||||||
| DIRECTOR END: 03/24 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARYNARD HOLT | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NICOLE SMALL | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PAT AVERY | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PETER RODRIGUEZ | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REBA CARDENAS MCNAIR | |||||||||
| DIRECTOR START: 03/24 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT N CAMPBELL III | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERTO CORONADO | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RON KIRK | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROSA NAVEJAR | |||||||||
| DIRECTOR START: 03/24 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SHANNON FLETCHER | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SHERYL SCULLEY | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SONYA MEDINA WILLIAMS | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TONY CUCOLO | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TRACEE BENTLEY | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TRENT MCKNIGHT | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| VAL LAMANTIA | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| VIRGINIA SCHAEFER | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WALLACE B JEFFERSON | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR JAMES RODRIGUEZ | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $338,520 | $0 | $25,021 | |||
| DAVID LEEBRON | |||||||||
| PRESIDENT/CEO START: 02/24 | 40.0 | 0.0 | Yes (X) | $486,665 | $0 | $900 | |||
| EMILY GEORGE | |||||||||
| VP, FINANCE | 40.0 | 0.0 | Yes (X) | $194,392 | $0 | $18,926 | |||
| JUSTIN COPPEDGE | |||||||||
| SVP, STRATEGY AND OPERATIONS AND INTERIM PRESIDENT/CEO | 40.0 | 0.0 | Yes (X) | $347,905 | $0 | $26,521 | |||
| ANNE KRAUSE | |||||||||
| SVP, DEVELOPMENT START: 04/24 | 40.0 | 0.0 | $167,418 | $0 | $14,903 | Yes (X) | |||
| JOHN HRYHORCHUK | |||||||||
| SVP, POLICY AND ADVOCACY | 40.0 | 0.0 | $275,523 | $0 | $23,755 | Yes (X) | |||
| CHARLES MILLER | |||||||||
| DIRECTOR, HEALTH AND ECONOMIC MOBILITY POLICY | 40.0 | 0.0 | $176,450 | $0 | $20,025 | Yes (X) | |||
| HOLLY HEARD | |||||||||
| VP, DATA AND ANALYTICS | 40.0 | 0.0 | $181,078 | $0 | $29,574 | Yes (X) | |||
| JEREMY MAZUR | |||||||||
| DIRECTOR, INFRASTRUCTURE AND NATURAL RESOURCES POLICY | 40.0 | 0.0 | $168,457 | $0 | $15,703 | Yes (X) | |||
| MARY LYNN PRUNEDA | |||||||||
| DIRECTOR, EDUCATION AND WORKFORCE POLICY | 40.0 | 0.0 | $181,986 | $0 | $19,042 | Yes (X) | |||
| MERRILL DAVIS | |||||||||
| VP, COMMUNICATIONS | 40.0 | 0.0 | $232,836 | $0 | $23,957 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,751,230 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $218,327 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Ajah Data Consulting US Inc | |||||
| 24285 Katy Fwy Suite 300 | Katy | TX | 77494 | DATA SCIENCE CONSULTING AND MANAGEMENT SERVICES | $345,671 |
| January Advisors LLC | |||||
| PO BOX 728 | Houston | TX | 77001 | DATA SCIENCE CONSULTING | $160,352 |
| University of Texas at Dallas | |||||
| 800 W Campbell | Richardson | TX | 750803021 | RESEARCH AND DATA ANALYSIS SERVICES | $120,078 |
| Shannon D Ghangurde | |||||
| 3403 Windsor Rd | Austin | TX | 78703 | LEGISLATIVE CONSULTANT | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $9,660,571 | AllOtherContributionsAmt |
| Noncash Contributions | $529,162 | NoncashContributionsAmt |
| Total Contributions | $9,660,571 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT REVENUE | Desc |
| Business | 541611 | BusinessCd |
| Total Revenue Column | $111,718 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $111,718 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $111,718 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $275,413 | TotalRevenueColumnAmt |
| Exclusion | $275,413 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,047,702 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $111,718 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $275,413 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,920,450 | TotalAmt |
| Program Services | $958,027 | ProgramServicesAmt |
| Management And General | $632,178 | ManagementAndGeneralAmt |
| Fundraising | $330,245 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,749,789 | TotalAmt |
| Program Services | $2,115,353 | ProgramServicesAmt |
| Management And General | $356,945 | ManagementAndGeneralAmt |
| Fundraising | $277,491 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,952 | TotalAmt |
| Program Services | $138,947 | ProgramServicesAmt |
| Management And General | $29,817 | ManagementAndGeneralAmt |
| Fundraising | $22,188 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,120 | TotalAmt |
| Program Services | $150,351 | ProgramServicesAmt |
| Management And General | $30,981 | ManagementAndGeneralAmt |
| Fundraising | $23,788 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,352 | TotalAmt |
| Program Services | $203,335 | ProgramServicesAmt |
| Management And General | $62,675 | ManagementAndGeneralAmt |
| Fundraising | $44,342 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,293 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $95,293 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,642 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $54,642 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,154 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $34,154 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,474 | TotalAmt |
| Fundraising | $84,474 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,193 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $8,193 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,650,759 | TotalAmt |
| Program Services | $1,598,673 | ProgramServicesAmt |
| Management And General | $47,233 | ManagementAndGeneralAmt |
| Fundraising | $4,853 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,390 | TotalAmt |
| Program Services | $137,167 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $3,223 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,017 | TotalAmt |
| Program Services | $47,886 | ProgramServicesAmt |
| Management And General | $15,399 | ManagementAndGeneralAmt |
| Fundraising | $15,732 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,354 | TotalAmt |
| Program Services | $131,148 | ProgramServicesAmt |
| Management And General | $43,165 | ManagementAndGeneralAmt |
| Fundraising | $43,041 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,327 | TotalAmt |
| Program Services | $345,166 | ProgramServicesAmt |
| Management And General | $36,496 | ManagementAndGeneralAmt |
| Fundraising | $42,665 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,462 | TotalAmt |
| Program Services | $122,881 | ProgramServicesAmt |
| Management And General | $32,599 | ManagementAndGeneralAmt |
| Fundraising | $24,982 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,053 | TotalAmt |
| Program Services | $132,290 | ProgramServicesAmt |
| Management And General | $6,569 | ManagementAndGeneralAmt |
| Fundraising | $12,194 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,678 | TotalAmt |
| Program Services | $61,876 | ProgramServicesAmt |
| Management And General | $1,802 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Fees | Desc |
| Total | $2,246 | TotalAmt |
| Management And General | $893 | ManagementAndGeneralAmt |
| Fundraising | $1,353 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,562,705 | TotalAmt |
| Program Services | $6,143,100 | ProgramServicesAmt |
| Management And General | $1,489,034 | ManagementAndGeneralAmt |
| Fundraising | $930,571 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,024,708 | BOYAmt |
| EOY | $3,127,692 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,607,385 | BOYAmt |
| EOY | $1,040,598 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,807,074 | BOYAmt |
| EOY | $3,605,001 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,794 | BOYAmt |
| EOY | $56,357 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,075 | BOYAmt |
| EOY | $94,085 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $318,392 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $250,095 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,975 | BOYAmt |
| EOY | $68,297 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,695,341 | BOYAmt |
| EOY | $6,120,117 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,495 | BOYAmt |
| EOY | $156,051 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,812,847 | BOYAmt |
| EOY | $14,268,198 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,294 | BOYAmt |
| EOY | $504,811 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,375 | BOYAmt |
| EOY | $19,500 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,267 | BOYAmt |
| EOY | $162,393 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $795,936 | BOYAmt |
| EOY | $686,704 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,980,592 | BOYAmt |
| EOY | $5,494,304 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,036,319 | BOYAmt |
| EOY | $8,087,190 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,016,911 | BOYAmt |
| EOY | $13,581,494 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,812,847 | BOYAmt |
| EOY | $14,268,198 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,484,997 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $79,586 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,266,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,287,976 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,112,626 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,862,170 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,660,571 | CurrentTaxYearAmt |
| Total | $51,189,418 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,266,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,287,976 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,112,626 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,862,170 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,660,571 | CurrentTaxYearAmt |
| Total | $51,189,418 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,727,523 | SubstantialContributorsTotAmt |
| Public Support Total170 | $36,461,895 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $10,756 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $190,118 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $275,413 | CurrentTaxYearAmt |
| Total | $476,287 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $51,665,705 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $222,461 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70573 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78444 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $55,231 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $55,231 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,470,038 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,525,269 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $576,263 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $144,066 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $576,263 | CurrentYearAmt |
| Total | $576,263 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $864,395 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $55,231 | CurrentYearAmt |
| Total | $55,231 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $144,066 | CurrentYearAmt |
| Total | $144,066 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $216,099 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $318,392 | OtherCostOrOtherBasisAmt |
| Depreciation | $250,095 | DepreciationAmt |
| Book Value | $68,297 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $68,297 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| Operating Lease Liabilities | $162,393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $162,393 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $10,233,561 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $79,586 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $114,466 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $194,052 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,039,509 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $8,193 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $8,193 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,047,702 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,668,978 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $114,466 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $114,466 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,554,512 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $8,193 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $8,193 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,562,705 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 ASC 740 FOOTNOTE: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITION UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHARPER GROUP CONSULTING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 WINCHESTER DRIVE | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73162 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANT CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $8,603,320 | GrossReceiptsAmt |
| Retained By Contractor | $79,674 | RetainedByContractorAmt |
| Net To Organization | $8,523,646 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $8,603,320 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $79,674 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $8,523,646 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID LEEBRON | ||||||||||||||
| PRESIDENT/CEO START: 02/24 | $461,665 | $0 | $25,000 | $0 | $0 | $0 | $0 | $0 | $900 | $0 | $487,565 | $0 | $0 | $0 |
| JUSTIN COPPEDGE | ||||||||||||||
| SVP, STRATEGY AND OPERATIONS AND INTERIM PRESIDENT/CEO | $327,905 | $0 | $20,000 | $0 | $0 | $0 | $17,250 | $0 | $9,271 | $0 | $374,426 | $0 | $0 | $0 |
| ARTHUR JAMES RODRIGUEZ | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $308,520 | $0 | $30,000 | $0 | $0 | $0 | $16,950 | $0 | $8,071 | $0 | $363,541 | $0 | $0 | $0 |
| EMILY GEORGE | ||||||||||||||
| VP, FINANCE | $180,892 | $0 | $13,500 | $0 | $0 | $0 | $9,800 | $0 | $9,126 | $0 | $213,318 | $0 | $0 | $0 |
| JOHN HRYHORCHUK | ||||||||||||||
| SVP, POLICY AND ADVOCACY | $255,523 | $0 | $20,000 | $0 | $0 | $0 | $11,688 | $0 | $12,067 | $0 | $299,278 | $0 | $0 | $0 |
| ANNE KRAUSE | ||||||||||||||
| SVP, DEVELOPMENT START: 04/24 | $152,418 | $0 | $15,000 | $0 | $0 | $0 | $8,436 | $0 | $6,467 | $0 | $182,321 | $0 | $0 | $0 |
| MERRILL DAVIS | ||||||||||||||
| VP, COMMUNICATIONS | $222,836 | $0 | $10,000 | $0 | $0 | $0 | $5,150 | $0 | $18,807 | $0 | $256,793 | $0 | $0 | $0 |
| HOLLY HEARD | ||||||||||||||
| VP, DATA AND ANALYTICS | $176,078 | $0 | $5,000 | $0 | $0 | $0 | $9,431 | $0 | $20,143 | $0 | $210,652 | $0 | $0 | $0 |
| MARY LYNN PRUNEDA | ||||||||||||||
| DIRECTOR, EDUCATION AND WORKFORCE POLICY | $174,486 | $0 | $7,500 | $0 | $0 | $0 | $6,000 | $0 | $13,042 | $0 | $201,028 | $0 | $0 | $0 |
| CHARLES MILLER | ||||||||||||||
| DIRECTOR, HEALTH AND ECONOMIC MOBILITY POLICY | $168,950 | $0 | $7,500 | $0 | $0 | $0 | $9,000 | $0 | $11,025 | $0 | $196,475 | $0 | $0 | $0 |
| JEREMY MAZUR | ||||||||||||||
| DIRECTOR, INFRASTRUCTURE AND NATURAL RESOURCES POLICY | $160,957 | $0 | $7,500 | $0 | $0 | $0 | $7,731 | $0 | $7,972 | $0 | $184,160 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Travel for companions | THE ORGANIZATION PROVIDED AIRFARE FOR THE CEO'S SPOUSE TO SUPPORT DONOR AND STAKEHOLDER ENGAGEMENT. THE BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION, AS IT SERVED A BUSINESS PURPOSE ALIGNED WITH THE ORGANIZATION'S MISSION. |
| Schedule J, Part I, Line 7 Non-fixed payments | ON AN ANNUAL BASIS THE ORGANIZATION REVIEWS EMPLOYEE PERFORMANCE AND COMPENSATION. THE ORGANIZATION CONTRACTED WITH FORVIS MAZARS, LLP TO PRODUCE A COMPENSATION MARKET SUMMARY REPORT IN THE FALL OF 2024. THE REPORT RELIED ON COMPARABILITY DATA FROM SIMILARLY SITUATED ORGANIZATIONS AND THAT DATA WAS USED BY MANAGEMENT TO EVALUATE COMPENSATION INCLUDING ANNUAL PERFORMANCE BONUSES FOR ALL OTHER OFFICERS AND EMPLOYEES WHICH WAS THEN SET AND APPROVED BY THE CEO. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $529,162 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | The organization uses a brokerage account maintained by its banking institution to receive and liquidate donated securities. The bank facilitates the processing of non-cash contributions and is not a hired fundraiser. |
| Schedule M, Part I Explanations of reporting method for number of contributions | Securities - Publicly traded - NUMBER OF CONTRIBUTIONS |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM AND REVIEWED IN DETAIL BY THE VP OF FINANCE AND THE SVP OF STRATEGY AND OPERATIONS WHO THEN PROVIDES THE FORM 990 TO THE PRESIDENT AND CEO, BOARD CHAIR, AND FINANCE AND AUDIT COMMITTEE OF THE BOARD FOR THEIR REVIEW. THE RETURN IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW AND APPROVAL BEFORE FILING WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY WITH PERIODIC ANNUALLY SIGNED STATEMENTS BY EMPLOYEES AND BOARD MEMBERS WHICH ARE THEN REVIEWED BY EXTERNAL COUNSEL TO IDENTIFY ANY POTENTIAL ISSUES. IF AN ISSUE IS IDENTIFIED, EXTERNAL COUNSEL REPORTS IT TO THE CEO AND THE FINANCE AND AUDIT COMMITTEE FOR THEIR CONSIDERATION. BOARD MEMBERS RECUSE THEMSELVES FROM VOTES RELATED TO THEIR EMPLOYERS, COMPANIES, OR ANY OTHER RELATED ENTITY. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE ORGANIZATION CONTRACTED NFP COMPENSATION CONSULTING TO PERFORM A COMPENSATION STUDY IN 2022. THE STUDY RELIED ON COMPARABILITY DATA FROM SIMILARLY SITUATED ORGANIZATIONS AND WAS USED BY THE EXECUTIVE COMMITTEE OF THE BOARD IN DETERMINING THE COMPENSATION OF THE CEO IN 2023. THAT SAME INFORMATION WAS USED BY THE EXECUTIVE SEARCH COMMITTEE AND EXECUTIVE COMMITTEE OF THE BOARD IN DETERMINING THE COMPENSATION OF THE NEW CEO WHO WAS HIRED IN EARLY 2024. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE ORGANIZATION CONTRACTED WITH FORVIS MAZARS, LLP TO PRODUCE A COMPENSATION MARKET SUMMARY REPORT IN THE FALL OF 2024. THE REPORT RELIED ON COMPARABILITY DATA FROM SIMILARLY SITUATED ORGANIZATIONS AND THAT DATA WAS USED BY MANAGEMENT TO EVALUATE COMPENSATION FOR ALL OTHER OFFICERS AND EMPLOYEES WHICH WAS THEN SET AND APPROVED BY THE CEO. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE PUBLIC DISCLOSURE COPY OF THE FILED 990 IS AVAILABLE ON OUR WEBSITE. |
| Form 990, Part IX, Line 11g Other Fees | Data Analytic Services - Total Expense: 1020513, Program Service Expense: 1020513, Management and General Expenses: , Fundraising Expenses: ; Communication Services - Total Expense: 307078, Program Service Expense: 293919, Management and General Expenses: 8391, Fundraising Expenses: 4768; Other Professional Services - Total Expense: 54224, Program Service Expense: 19740, Management and General Expenses: 34399, Fundraising Expenses: 85; Policy Development Services/Consulting - Total Expense: 224000, Program Service Expense: 224000, Management and General Expenses: , Fundraising Expenses: ; Event Management Services - Total Expense: 44944, Program Service Expense: 40501, Management and General Expenses: 4443, Fundraising Expenses: ; |