2024-04-30T15:13:32+00:00 2023-12-31 440160260 FORVIS LLP 14241 Dallas Parkway Ste 1100 Dallas TX 75254 990 2023-01-01 813063099 Texas 2036 TEXA 4693842036 210 W 7th Street 1100 Austin TX 78701 JUSTIN COPPEDGE INTERIM CEO 4693842036 2024-04-30 true Justin Coppedge 999009999 true Noelle Alberto P01704142 9727028262 2024-05-15 2023 2023-04-26 12:10:37Z X JUSTIN COPPEDGE 210 W 7th Street 1100 Austin TX 78701 8074142 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. 33 33 36 109 0 0 9112626 7862170 38889 21854 20756 190118 0 0 9172271 8074142 0 150000 0 0 5184377 5204691 105676 95605 930241 5455403 4150281 10745456 9600577 -1573185 -1526435 15054232 12812847 1591057 795936 13463175 12016911 TO ENABLE TEXANS TO MAKE POLICY DECISIONS THROUGH ACCESSIBLE DATA, LONG-TERM PLANNING AND STATEWIDE ENGAGEMENT. false false 3615793 In 2023, Texas 2036 applied its data-driven, research-informed, non-partisan approach to Texas state policy to develop and publish 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 the legislative agenda we developed in 2022, 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. Texas 2036 continued to develop and engage with coalitions of policy stakeholders including Digital Texas, which focused on expanding access to high-speed broadband; 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; and InvestEdTx, a non-partisan collaborative focused on Texas public schools and the importance of smart school funding. In 2023, we expanded our coalition-building efforts through the formation of 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. 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. 1658997 21854 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 2023, Texas 2036 staff visited communities and organized meetings across the state, sharing our research and data at conferences, public events. We convened meetings of statewide stakeholders from diverse backgrounds to share ideas and insights about issues related to both justice and safety and housing. 2023 also included the formation of 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. We also assembled a Research Advisory Council, bringing together academic, business, and nonprofit leaders to provide strategic guidance on data project priorities and to better connect with the broader research and data community; and established a partnership with the Texas Education RP3 Network. Texas 2036 staff shared information with the public through media interviews, op-eds, 150 blog posts, 100 original videos, presentations, panel discussions, social media, reports, infographics, one-pagers, and interactive websites. Our work was mentioned in over 500 media reports and our online engagement increased by over 200% during 2023. 1581091 150000 At Texas 2036, data informs our policy work and is used to monitor the resulting progress. In 2023, 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 2023, we completed over a dozen new data projects including the production of new publicly accessible data dashboards: The State of Texas Women, which provides data about women in Texas throughout critical phases of their lives; Understanding Texas: Population Growth, which provides data and analysis about historic migration and projected demographic trends in Texas; and the Postsecondary Outcomes Exploration Tool (POET) which provides key insights to students, parents, teachers, counselors, researchers, and policymakers about the factors that shape whether a student attends college and, if they choose not to attend college, whether they are projected to earn a living wage. We also updated the data 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 The State of Readiness: Are Texas students prepared for life after high school?, written in collaboration with the George W. Bush Institute; a report on Modernizing Texas' Child Welfare IT System; a report on leveraging the potential of community colleges in a data-driven workforce development strategy; and a first-of-its kind report examining the population of Texans without health insurance. During 2023, Texas 2036 conducted its 6th and 7th Texas voter polls 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. 6855881 true true false true false false false false false true false false false true false true false false false false false false true false false false true false true false false false false false false false false true false false false false false false false false true 28 0 true 36 true false false false false false false false false false false false false X 33 33 false false false false false false false true true false false true true true true true true true true false CA FL GA AL HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OR PA RI SC TN UT VA AR WA WV WI X X Texas 2036 4693842036 210 W 7th Street Suite 1100 Austin TX 78701 Marc Watts Chair 1.0 0 X X 0 0 0 Tom Luce Founding Chair 2.0 0 X X 0 0 0 Abel Castro Director End 09/23 1.0 0 X 0 0 0 Aline Bass Callahan Director 1.0 0 X 0 0 0 Amy Chronis Director 1.0 0 X 0 0 0 Andrew Hall Director 1.0 0 X 0 0 0 Ann Barnes Director 1.0 0 X 0 0 0 Bradley H Tidwell Director 1.0 0 X 0 0 0 Cynthia Marshall Director End 10/23 1.0 0 X 0 0 0 Ed Escudero Director 1.0 0 X 0 0 0 Elaine Mendoza Director 2.0 0 X 0 0 0 Eva Guzman Director 1.0 0 X 0 0 0 Hunter Hunt Director 1.0 0 X 0 0 0 James Henry Russell Director 1.0 0 X 0 0 0 Jeanne Phillips Director 1.0 0 X 0 0 0 Joe Straus Director 1.0 0 X 0 0 0 Juliet Garcia Director 1.0 0 X 0 0 0 Kyle Miller Director 1.0 0 X 0 0 0 Maynard Holt Director 1.0 0 X 0 0 0 Nicole Small Director 1.0 0 X 0 0 0 Pat Avery Director 1.0 0 X 0 0 0 Peter Rodriguez Director 1.0 0 X 0 0 0 Robert N Campbell III Director 1.0 0 X 0 0 0 Roberto Coronado Director 1.0 0 X 0 0 0 Ron Kirk Director 1.0 0 X 0 0 0 Sam L Susser Director 1.0 0 X 0 0 0 Shannon Fletcher Director 1.0 0 X 0 0 0 Sheryl Sculley Director 1.0 0 X 0 0 0 Sonya Medina Williams Director 1.0 0 X 0 0 0 Tony Cucolo Director 1.0 0 X 0 0 0 Tracee Bentley Director 1.0 0 X 0 0 0 Trent McKnight Director 1.0 0 X 0 0 0 Val LaMantia Director 1.0 0 X 0 0 0 Virginia Schaefer Director 1.0 0 X 0 0 0 Wallace B Jefferson Director 1.0 0 X 0 0 0 Zeynep Young Director End 09/23 1.0 0 X 0 0 0 ARTHUR JAMES RODRIGUEZ EXECUTIVE VICE PRESIDENT 40.0 0 X 339000 0 26483 EMILY GEORGE SENIOR DIRECTOR OF FINANCE AND ADMINISTRATION 40.0 0 X 181108 0 19744 JUSTIN COPPEDGE SVP, STRATEGY AND OPERATIONS AND INTERIM PRESIDENT/CEO Start: 08/23 40.0 0 X 269348 0 23008 MARGARET SPELLINGS PRESIDENT/CEO End: 08/23 40.0 0 X 362877 0 23551 JOHN HRYHORCHUK SVP, POLICY AND ADVOCACY 40.0 0 X 285793 0 24834 CHARLES MILLER SENIOR POLICY ADVISOR 40.0 0 X 184500 0 21065 HOLLY HEARD VP, DATA AND ANALYTICS 40.0 0 X 180219 0 32300 JEREMY MAZUR SENIOR POLICY ADVISOR 40.0 0 X 168044 0 17808 MARY LYNN PRUNEDA SENIOR POLICY ADVISOR 40.0 0 X 190368 0 18967 MERRILL DAVIS VP, COMMUNICATIONS 40.0 0 X 234140 0 35827 2395397 0 243587 17 false true false Ajah Data Consulting US Inc 24285 Katy Fwy Suite 300 Katy TX 77494 Data science consulting 288019 FTI Consulting 2001 Ross Ave Ste 650 Dallas TX 75201 Research & Strategy 225000 Russell Reynolds Associates 609 Main Street Suite 3500 Houston TX 77002 Recruiting Svcs 199900 The Cicero Group LP 35 N Rio Grande Street Salt Lake City UT 84101 Research and Strategy 190000 January Advisors LLC PO BOX 728 Houston TX 77001 Data Science Consulting 160653 8 7862170 58575 7862170 CONTRACT REVENUE 611710 21854 21854 0 0 0 0 21854 190118 190118 0 0 0 0 0 0 0 0 0 8074142 21854 0 190118 X 150000 150000 1555746 868761 517961 169024 2964762 2178432 357886 428444 213143 154107 31392 27644 167592 119381 22437 25774 303448 209891 54542 39015 293069 293069 152652 152652 143927 143927 47493 47493 95605 95605 7641 7641 2096975 2068665 23285 5025 95861 89951 5910 243174 196708 30065 16401 228801 126076 69504 33221 505069 385307 56399 63363 115940 85895 22834 7211 153630 114704 28603 10323 62272 60510 1762 Bank Fees 3777 496 3281 0 0 0 0 9600577 6855881 1814455 930241 5665011 4024708 3551148 3607385 3206105 2807074 16878 36794 0 0 352766 117075 318392 186417 152065 131975 1450381 1695341 0 0 659878 392495 15054232 12812847 533605 278294 75000 345264 24375 0 712188 418267 1591057 795936 5009098 4980592 8454077 7036319 13463175 12016911 15054232 12812847 -1526435 80171 0 X false true X true false X 9151696 7266075 17287976 9112626 7862170 50680543 0 0 9151696 7266075 17287976 9112626 7862170 50680543 10766888 39913655 10756 190118 200874 0 0 0 0 0 0 0 50881417 110743 0.7844 0.8313 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true true 12907 false false false true 88324 false true 70561 171792 false Schedule C, Part II-B Form 5768 (election under section 501(h)) The organization filed the Form 5768 to make the Section 501(h) expenditure test election in 2024. Starting with the next tax return, the organization will complete Schedule C, Part II-A to report their lobbying expenditures instead of Part II-B. Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY A FEW EMPLOYEES AND CONTRACTORS OF THE ORGANIZATION SPENT AN INSUBSTANTIAL PART OF THEIR TIME PREPARING, REVIEWING, AND/OR DISCUSSING WITH STATE LEGISLATORS/LEGISLATIVE STAFF VARIOUS PIECES OF DRAFT LEGISLATION CONSIDERED DURING THE 2023 REGULAR AND SPECIAL SESSIONS OF THE TEXAS LEGISLATURE. 318392 186417 131975 131975 Lease Liabilities 418267 418267 8198304 80171 51632 0 131803 8066501 7641 0 7641 8074142 9644568 51632 0 51632 9592936 7641 0 7641 9600577 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 UNISOURCE DIRECT LLC 6901A N 9TH AVENUE 1340 PENSACOLA FL 32504 DIRECT MAIL false 43620 20873 22747 THE SHARPER GROUP CONSULTING 6400 WINCHESTER DRIVE OKLAHOMA CITY OK 73162 GRANT CONSULTING false 3951653 74732 3876921 3995273 95605 3899668 CA CO CT DE FL GA AL HI ID IN IA KS KY LA ME AK MD MA MI MN MS MO MT NE NM NC ND OH OK OR PA AZ RI SC SD TN TX UT VT VA AR WA WV WI WY true Stanford University Hoover Institute 434 Galvez Mall Stanford CA 943056003 941156365 501(c)(3) 150000 Education & Workforce 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. The organization provided a grant to one institution in 2023 for research on the impact of alternative education certificates on education and labor market outcomes in Texas. The organization relies on external communications with the recipient to monitor the use of grant funds. X X X X false false false false false false false true false MARGARET SPELLINGS PRESIDENT/CEO End: 08/23 362877 0 0 0 0 0 16500 0 7051 0 386428 0 0 0 ARTHUR JAMES RODRIGUEZ EXECUTIVE VICE PRESIDENT 309000 0 30000 0 0 0 16500 0 9983 0 365483 0 0 0 JUSTIN COPPEDGE SVP, STRATEGY AND OPERATIONS AND INTERIM PRESIDENT/CEO Start: 08/23 239348 0 30000 0 0 0 13513 0 9495 0 292356 0 0 0 EMILY GEORGE SENIOR DIRECTOR OF FINANCE AND ADMINISTRATION 168608 0 12500 0 0 0 8574 0 11170 0 200852 0 0 0 JOHN HRYHORCHUK SVP, POLICY AND ADVOCACY 235793 0 50000 0 0 0 11500 0 13334 0 310627 0 0 0 MERRILL DAVIS VP, COMMUNICATIONS 224140 0 10000 0 0 0 12200 0 23627 0 269967 0 0 0 MARY LYNN PRUNEDA SENIOR POLICY ADVISOR 167868 0 22500 0 0 0 9563 0 9404 0 209335 0 0 0 CHARLES MILLER SENIOR POLICY ADVISOR 162000 0 22500 0 0 0 9375 0 11690 0 205565 0 0 0 HOLLY HEARD VP, DATA AND ANALYTICS 175219 0 5000 0 0 0 9590 0 22710 0 212519 0 0 0 JEREMY MAZUR SENIOR POLICY ADVISOR 149544 0 18500 0 0 0 7575 0 10233 0 185852 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments ON AN ANNUAL BASIS THE ORGANIZATION REVIEWS EMPLOYEE PERFORMANCE AND COMPENSATION. IN 2022, A COMPENSATION STUDY WAS PERFORMED BY NFP COMPENSATION CONSULTING. THE DATA FROM THE 2022 STUDY WAS CONSIDERED IN 2023 BY THE INTERIM CEO WHEN MAKING COMPENSATION DECISIONS INCLUDING BONUSES. THE REPORT WAS ALSO USED BY THE EXECUTIVE COMMITTEE OF THE BOARD IN DETERMINING THE COMPENSATION OF THE CEO. X 1 58575 Market value 0 false true false 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 SENIOR DIRECTOR OF FINANCE AND ADMINISTRATION 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. IN 2023, THE REPORT WAS USED BY THE EXECUTIVE COMMITTEE OF THE BOARD IN DETERMINING THE COMPENSATION OF THE CEO. THE EXECUTIVE COMMITTEE IS CHARGED WITH THE ANNUAL EVALUATION OF PERFORMANCE AND COMPENSATION OF THE CEO. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE COMPENSATION STUDY PERFORMED IN 2022 WAS ALSO USED BY THE INTERIM CEO IN 2023 IN DETERMINING COMPENSATION FOR OTHER OFFICERS AND EMPLOYEES. 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 Policy Development Services/ Consulting - Total Expense: 777927, Program Service Expense: 777927, Management and General Expenses: , Fundraising Expenses: ; Data Analytic Services - Total Expense: 906232, Program Service Expense: 906232, Management and General Expenses: , Fundraising Expenses: ; Communication Services - Total Expense: 374296, Program Service Expense: 357152, Management and General Expenses: 17071, Fundraising Expenses: 73; Other Professional Services - Total Expense: 38520, Program Service Expense: 27354, Management and General Expenses: 6214, Fundraising Expenses: 4952;