2025-06-17T12:10:21+00:00 2024-12-31 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2024-01-01 813063099 Texas 2036 TEXA 4693842036 210 W 7th Street Suite 1100 Austin TX 78701 David Leebron President/CEO 4693842036 2025-06-17 true Jeanette Verrelli P00742631 9727028262 2025-11-17 2024 2025-03-06 01:10:19Z David Leebron 210 W 7th Street Suite 1100 Austin TX 78701 10047702 false X texas2036.org X 2016 TX 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. 34 34 36 42 0 7862170 9660571 21854 111718 190118 275413 0 8074142 10047702 150000 0 0 5204691 5376663 95605 84474 930571 4150281 3101568 9600577 8562705 -1526435 1484997 12812847 14268198 795936 686704 12016911 13581494 TO ENABLE TEXANS TO MAKE POLICY DECISIONS THROUGH ACCESSIBLE DATA, LONG-TERM PLANNING AND STATEWIDE ENGAGEMENT. false false 2860397 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. 1687545 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. 1595158 111718 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. 6143100 true true false true false false false false false false true false false false true false true false false false false false false true false false false false false true false false false false false false false false false false true false false false false false false false false false true 23 0 true 36 true false false false false false false false false false false false false X 34 34 false false false false false false false true true false false false true true true true true true true true false false CA CO CT FL GA AL HI IL KS KY ME AK MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN VA AR WA WV WI X X Texas 2036 4693842036 210 W 7th Street Suite 1100 Austin TX 78701 MARC WATTS CHAIR OF THE BOARD 1.0 0.0 X X 0 0 0 SAM L SUSSER Secretary 1.0 0.0 X X 0 0 0 TOM LUCE FOUNDING CHAIRMAN 1.0 0.0 X X 0 0 0 ALINE BASS CALLAHAN DIRECTOR 1.0 0.0 X 0 0 0 AMY CHRONIS DIRECTOR 1.0 0.0 X 0 0 0 ANDREW HALL DIRECTOR 1.0 0.0 X 0 0 0 ANN BARNES DIRECTOR 1.0 0.0 X 0 0 0 BRADLEY H TIDWELL DIRECTOR 1.0 0.0 X 0 0 0 ED ESCUDERO DIRECTOR 1.0 0.0 X 0 0 0 ELAINE MENDOZA DIRECTOR 1.0 0.0 X 0 0 0 EVA GUZMAN DIRECTOR 1.0 0.0 X 0 0 0 GUILLERMO MEMO TREVINO DIRECTOR START 03/24 1.0 0.0 X 0 0 0 HUNTER HUNT DIRECTOR 1.0 0.0 X 0 0 0 JAMES HENRY RUSSELL DIRECTOR END: 08/24 1.0 0.0 X 0 0 0 JEANNE PHILLIPS DIRECTOR END 09/24 1.0 0.0 X 0 0 0 JOE STRAUS DIRECTOR 1.0 0.0 X 0 0 0 JOSH WINEGARNER DIRECTOR START: 03/24 1.0 0.0 X 0 0 0 JULIET GARCIA DIRECTOR 1.0 0.0 X 0 0 0 KYLE MILLER DIRECTOR END: 03/24 1.0 0.0 X 0 0 0 MARYNARD HOLT DIRECTOR 1.0 0.0 X 0 0 0 NICOLE SMALL DIRECTOR 1.0 0.0 X 0 0 0 PAT AVERY DIRECTOR 1.0 0.0 X 0 0 0 PETER RODRIGUEZ DIRECTOR 1.0 0.0 X 0 0 0 REBA CARDENAS MCNAIR DIRECTOR START: 03/24 1.0 0.0 X 0 0 0 ROBERT N CAMPBELL III DIRECTOR 1.0 0.0 X 0 0 0 ROBERTO CORONADO DIRECTOR 1.0 0.0 X 0 0 0 RON KIRK DIRECTOR 1.0 0.0 X 0 0 0 ROSA NAVEJAR DIRECTOR START: 03/24 1.0 0.0 X 0 0 0 SHANNON FLETCHER DIRECTOR 1.0 0.0 X 0 0 0 SHERYL SCULLEY DIRECTOR 1.0 0.0 X 0 0 0 SONYA MEDINA WILLIAMS DIRECTOR 1.0 0.0 X 0 0 0 TONY CUCOLO DIRECTOR 1.0 0.0 X 0 0 0 TRACEE BENTLEY DIRECTOR 1.0 0.0 X 0 0 0 TRENT MCKNIGHT DIRECTOR 1.0 0.0 X 0 0 0 VAL LAMANTIA DIRECTOR 1.0 0.0 X 0 0 0 VIRGINIA SCHAEFER DIRECTOR 1.0 0.0 X 0 0 0 WALLACE B JEFFERSON DIRECTOR 1.0 0.0 X 0 0 0 ARTHUR JAMES RODRIGUEZ EXECUTIVE VICE PRESIDENT 40.0 0.0 X 338520 0 25021 DAVID LEEBRON PRESIDENT/CEO START: 02/24 40.0 0.0 X 486665 0 900 EMILY GEORGE VP, FINANCE 40.0 0.0 X 194392 0 18926 JUSTIN COPPEDGE SVP, STRATEGY AND OPERATIONS AND INTERIM PRESIDENT/CEO 40.0 0.0 X 347905 0 26521 ANNE KRAUSE SVP, DEVELOPMENT START: 04/24 40.0 0.0 X 167418 0 14903 JOHN HRYHORCHUK SVP, POLICY AND ADVOCACY 40.0 0.0 X 275523 0 23755 CHARLES MILLER DIRECTOR, HEALTH AND ECONOMIC MOBILITY POLICY 40.0 0.0 X 176450 0 20025 HOLLY HEARD VP, DATA AND ANALYTICS 40.0 0.0 X 181078 0 29574 JEREMY MAZUR DIRECTOR, INFRASTRUCTURE AND NATURAL RESOURCES POLICY 40.0 0.0 X 168457 0 15703 MARY LYNN PRUNEDA DIRECTOR, EDUCATION AND WORKFORCE POLICY 40.0 0.0 X 181986 0 19042 MERRILL DAVIS VP, COMMUNICATIONS 40.0 0.0 X 232836 0 23957 2751230 0 218327 16 false true false Ajah Data Consulting US Inc 24285 Katy Fwy Suite 300 Katy TX 77494 DATA SCIENCE CONSULTING AND MANAGEMENT SERVICES 345671 January Advisors LLC PO BOX 728 Houston TX 77001 DATA SCIENCE CONSULTING 160352 University of Texas at Dallas 800 W Campbell Richardson TX 750803021 RESEARCH AND DATA ANALYSIS SERVICES 120078 Shannon D Ghangurde 3403 Windsor Rd Austin TX 78703 LEGISLATIVE CONSULTANT 120000 4 9660571 529162 9660571 CONTRACT REVENUE 541611 111718 111718 0 0 0 0 111718 275413 275413 0 0 0 0 0 0 0 0 0 0 10047702 111718 0 275413 X 1920450 958027 632178 330245 2749789 2115353 356945 277491 190952 138947 29817 22188 205120 150351 30981 23788 310352 203335 62675 44342 95293 0 95293 0 54642 0 54642 0 34154 0 34154 0 84474 84474 8193 0 8193 0 1650759 1598673 47233 4853 140390 137167 0 3223 79017 47886 15399 15732 217354 131148 43165 43041 424327 345166 36496 42665 180462 122881 32599 24982 151053 132290 6569 12194 63678 61876 1802 0 Bank Fees 2246 893 1353 0 0 0 0 8562705 6143100 1489034 930571 4024708 3127692 3607385 1040598 2807074 3605001 36794 56357 0 0 0 0 117075 94085 318392 250095 131975 68297 1695341 6120117 0 0 392495 156051 12812847 14268198 278294 504811 75000 0 24375 19500 0 0 418267 162393 795936 686704 X 4980592 5494304 7036319 8087190 12016911 13581494 12812847 14268198 1484997 79586 0 X false true true false X 7266075 17287976 9112626 7862170 9660571 51189418 0 0 7266075 17287976 9112626 7862170 9660571 51189418 14727523 36461895 10756 190118 275413 476287 0 0 0 0 0 0 0 51665705 222461 0.70573 0.78444 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 55231 0 55231 0 8470038 0 8525269 0 576263 0 144066 0 0 0 0 0 0 576263 576263 864395 0 55231 55231 0 144066 144066 216099 0 0 0 318392 250095 68297 68297 Federal Income Taxes Operating Lease Liabilities 162393 162393 10233561 79586 114466 0 194052 10039509 8193 0 8193 10047702 8668978 114466 0 114466 8554512 8193 0 8193 8562705 Schedule D, Part X, Line 2 ASC 740 FOOTNOTE: 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. X X X X X true THE SHARPER GROUP CONSULTING 6400 WINCHESTER DRIVE OKLAHOMA CITY OK 73162 GRANT CONSULTING false 8603320 79674 8523646 8603320 79674 8523646 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X true true X X X X false false false false false false false true false DAVID LEEBRON PRESIDENT/CEO START: 02/24 461665 0 25000 0 0 0 0 0 900 0 487565 0 0 0 JUSTIN COPPEDGE SVP, STRATEGY AND OPERATIONS AND INTERIM PRESIDENT/CEO 327905 0 20000 0 0 0 17250 0 9271 0 374426 0 0 0 ARTHUR JAMES RODRIGUEZ EXECUTIVE VICE PRESIDENT 308520 0 30000 0 0 0 16950 0 8071 0 363541 0 0 0 EMILY GEORGE VP, FINANCE 180892 0 13500 0 0 0 9800 0 9126 0 213318 0 0 0 JOHN HRYHORCHUK SVP, POLICY AND ADVOCACY 255523 0 20000 0 0 0 11688 0 12067 0 299278 0 0 0 ANNE KRAUSE SVP, DEVELOPMENT START: 04/24 152418 0 15000 0 0 0 8436 0 6467 0 182321 0 0 0 MERRILL DAVIS VP, COMMUNICATIONS 222836 0 10000 0 0 0 5150 0 18807 0 256793 0 0 0 HOLLY HEARD VP, DATA AND ANALYTICS 176078 0 5000 0 0 0 9431 0 20143 0 210652 0 0 0 MARY LYNN PRUNEDA DIRECTOR, EDUCATION AND WORKFORCE POLICY 174486 0 7500 0 0 0 6000 0 13042 0 201028 0 0 0 CHARLES MILLER DIRECTOR, HEALTH AND ECONOMIC MOBILITY POLICY 168950 0 7500 0 0 0 9000 0 11025 0 196475 0 0 0 JEREMY MAZUR DIRECTOR, INFRASTRUCTURE AND NATURAL RESOURCES POLICY 160957 0 7500 0 0 0 7731 0 7972 0 184160 0 0 0 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. 3 529162 Market value 0 false true true 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 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: ;