2023-03-14T19:24:48-05:00 2022-06-30 271728945 PKF O'CONNOR DAVIES LLP 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10022 990 2021-07-01 132847587 PUBLIC AGENDA INC PUBL 2126866610 1 DOCK 72 WAY SUITE 6101 BROOKLYN NY 11205 ANDREW SELIGSOHN PRESIDENT 2126866610 2023-03-14 1 ANDREW SELIGSOHN 999009999 EVA MRUK P00543254 2122862600 2023-03-14 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ANDREW SELIGSOHN 1 DOCK 72 WAY SUITE 6101 BROOKLYN NY 11205 4146746 0 X WWW.PUBLICAGENDA.ORG X 1982 NY TO STRENGTHEN DEMOCRACY AND EXPAND OPPORTUNITY FOR ALL AMERICANS. 11 11 21 12 0 0 2509662 2327292 698658 485170 496135 322947 1273 1005 3705728 3136414 0 0 0 0 2034040 1684733 0 0 367811 1223781 1288385 3257821 2973118 447907 163296 7705039 6401632 531105 183297 7173934 6218335 X PUBLIC AGENDA IS A NONPARTISAN RESEARCH AND PUBLIC ENGAGEMENT ORGANIZATION DEDICATED TO STRENGTHENING DEMOCRACY AND EXPANDING OPPORTUNITY FOR ALL AMERICANS. 0 0 986844 0 462401 RESEARCH:PUBLIC AGENDA'S QUALITATIVE AND QUANTITATIVE OPINION RESEARCH IS DESIGNED TO GIVE PEOPLE A GREATER VOICE IN THE SYSTEMS AND INSTITUTIONS THAT SERVE THEM. THROUGH NON-PARTISAN SURVEYS, FOCUS GROUPS, IN-DEPTH INTERVIEWING AND MEDIA ANALYSIS, WE LISTEN TO PEOPLE'S PERSPECTIVES AND EXPERIENCES, AND THEIR VIEWS ON THE POLICIES AND PRACTICES THAT CAN IMPROVE THEIR LIVES AND COMMUNITIES. PUBLIC AGENDA COMMUNICATES INSIGHTS BASED ON OUR RESEARCH TO DECISION-MAKERS, PRACTITIONERS, AND JOURNALISTS IN FIELDS INCLUDING HEALTH CARE, EDUCATION AND DEMOCRATIC REFORM. 849938 0 22769 PUBLIC ENGAGEMENT:PUBLIC AGENDA'S PUBLIC ENGAGEMENT INITIATIVES HELP CITIZENS AND LEADERS WORK TOGETHER TO THINK, TALK AND WORK TOGETHER TO FORGE PROGRESS ON TOUGH CHALLENGES, SUCH AS CLOSING ACHIEVEMENT GAPS, REBUILDING FROM NATURAL DISASTERS AND IMPROVING COMMUNITY HEALTH. WE OFFER A VARIETY OF APPROACHES TO SUPPORT LOCAL COMMUNITIES IN EFFORTS TO BUILD CIVIC CAPACITY AND CITIZEN VOICE BY OPERATIONALIZING EQUITY IN THEIR WORK. OUR WORK BEGINS BY GAINING A DEEP UNDERSTANDING OF THE IMPACT OUR PARTNERS SEEK, THE COMMUNITIES THEY WORK WITH, AND EXISTING DECISION-MAKING STRUCTURES. WE WORK TOGETHER TO FACILITATE PROCESSES THAT BUILD LONG-TERM CIVIC AND COMMUNITY CAPACITY THROUGH INCLUSIVE AND EQUITABLE SYSTEMS WHILE ACTIVELY ADDRESSING CHALLENGES OF THE MOMENT. 153966 0 0 COMMUNICATION SERVICES: PUBLIC AGENDA HELPS COMMUNITIES COMMUNICATE AND THINK THROUGH TOUGH PROBLEMS, BUILD COMMON GROUND ON SOLUTIONS, AND WORK TOGETHER TO FORGE PROGRESS ON SUCH ISSUES AS: EDUCATION, HEALTH CARE, ECONOMIC OPPORTUNITY, AND CLIMATE CHANGE, THAT ARE CRUCIAL TO EXPANDING OPPORTUNITY, STRENGTHENING COMMUNITIES, AND SUPPORTING DEMOCRACY IN AMERICA. 1990748 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 NY X X MICHELLE BROWN-CONWAY 2126866610 1 DOCK 72 WAY SUITE 6101 BROOKLYN NY 11205 WILLIAM K FRIEDMAN FORMER PRESIDENT 0.00 X 240000 0 13003 DAVID SCHLEIFER PHD VP OF RESEARCH 40.00 X 128197 0 22754 KATHRYN LISA DIRECTOR OF DEVELOPMENT 40.00 X 120419 0 28743 MATTHEW LEIGHNINGER VP OF PUBLIC ENGAGEMENT (THRU SEP 2021) 40.00 X 131757 0 8290 MICHELLE BROWN-CONWAY DIRECTOR OF FINANCE 40.00 X 119035 0 9146 ANDREW SELIGSOHN PRESIDENT (EFF. AUG 2021) 40.00 X 82859 0 4751 BETTY SUE FLOWERS CHAIR 1.00 X X 0 0 0 JAMES EUCHER DIRECTOR 1.00 X 0 0 0 CHRISTOPHER GATES DIRECTOR 1.00 X 0 0 0 NAN HAYWORTH DIRECTOR 0.50 X 0 0 0 DR SHIRLEY M MALCOLM DIRECTOR 0.50 X 0 0 0 HON DAVID MATHEWS DIRECTOR 0.50 X 0 0 0 CLAUDE M MILLMAN DIRECTOR 0.50 X 0 0 0 ALBERTO OLIVAS DIRECTOR 0.50 X 0 0 0 WENDY PURIEFOY DIRECTOR (THRU SEP 2021) 0.50 X 0 0 0 ROBERT Y SHAPIRO DIRECTOR 0.50 X 0 0 0 DR MITCHEL WALLERSTEIN DIRECTOR 1.00 X 0 0 0 DR LILIAN WU DIRECTOR 0.50 X 0 0 0 822267 0 86687 5 1 1 0 0 295457 2031835 2327292 RESEARCH FEES 541610 462401 462401 PUBLIC ENGAGEMENT FEES 541610 22769 22769 485170 93666 93666 1239613 1010332 229281 229281 229281 OTHER INCOME 900099 1005 1005 1005 3136414 485170 0 323952 X 337323 25299 219260 92764 253003 135461 65135 52407 763945 552137 73691 138117 36297 30121 1126 5050 183548 100352 45250 37946 110617 59482 28122 23013 13226 2603 10623 34831 34831 46533 46533 602488 556901 42452 3135 2500 2500 28959 9281 10638 9040 126913 123800 2572 541 69184 44263 20592 4329 9856 6393 3463 1750 1750 20360 13026 6060 1274 16151 16151 SURVEYS - TELE. & MAIL 203990 203990 FOCUS GROUPS 104116 104116 TRANSCRIPTS & RESEARCH 4238 4238 BAD DEBT 2428 2428 862 634 33 195 2973118 1990748 614559 367811 216215 75857 150037 447666 473255 440754 37084 0 24843 22290 83373 38745 50333 44628 6729422 5363927 23850 6510 7705039 6401632 235648 183297 295457 0 531105 183297 X 6413991 4898709 759943 1319626 7173934 6218335 7705039 6401632 163296 -1118895 0 X X 0 1 X 1 0 X 1111708 1345802 1636149 1159662 2327292 7580613 1111708 1345802 1636149 1159662 2327292 7580613 3897800 3682813 41281 43686 103853 84670 93666 367156 8345 1414 57 1131 1005 11952 7959721 2579908 0.46270 0.46480 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 8,345. 2018 AMOUNT: $ 1,414. 2019 AMOUNT: $ 57. 2020 AMOUNT: $ 1,131. 2021 AMOUNT: $ 1,005. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: BEQUEST DATE: 08/01/19 AMOUNT: 300000. DESCRIPTION: BEQUEST DATE: 02/01/20 AMOUNT: 750000. DESCRIPTION: BEQUEST DATE: 04/30/20 AMOUNT: 450000. DESCRIPTION: BEQUEST DATE: 12/01/20 AMOUNT: 1350000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34993 14216 20777 48380 24529 23851 44628 X 1970986 -1118895 -1118895 3089881 46533 46533 3136414 2926585 0 2926585 46533 46533 2973118 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JUNE 30, 2019. X X X 1 0 0 0 0 0 0 0 0 WILLIAM K FRIEDMAN FORMER PRESIDENT 0 0 0 0 240000 0 0 0 13003 0 253003 0 0 0 DAVID SCHLEIFER PHD VP OF RESEARCH 127955 0 0 0 242 0 6410 0 16344 0 150951 0 0 0 PART I, LINE 4A WILLIAM K. FRIEDMAN, FORMER PRESIDENT, RECEIVED A SEVERANCE PAYMENT OF $240,000 IN 2021. MATTHEW LEIGHNINGER, VP OF PUBLIC ENGAGEMENT, RECEIVED A SEVERANCE PAYMENT OF $34,594 IN 2021. FORM 990, PART VI, SECTION A, LINE 8B BOARD MEETINGS ARE DOCUMENTED BUT THE COMMITTEE MEETINGS ARE NOT. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. AFTER REVIEW OF THE FORM 990 BY THE DIRECTOR OF FINANCE AND PRESIDENT OF THE ORGANIZATION, THE FORM, IN ITS ENTIRETY, IS SENT TO EACH MEMBER OF THE BOARD OF DIRECTORS ELECTRONICALLY PRIOR TO FILING THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C PUBLIC AGENDA PROVIDES EACH BOARD MEMBER ANNUALLY A COPY OF ITS CONFLICT-OF-INTERESTS AND CODE-OF-ETHICS FORMS, WHICH EACH BOARD MEMBER MUST COMPLETE, SIGN, AND RETURN TO PUBLIC AGENDA. THE CONTROLLER REVIEWS THESE FORMS AND ANY CONFLICT-OF-INTERESTS NOTED ON THE FORM ARE BROUGHT TO THE ATTENTION OF THE BOARD AT ITS FALL MEETING AND ARE REVIEWED. NO DIRECTOR SHALL VOTE ON ANY MATTER, UNDER CONSIDERATION AT A BOARD OR COMMITTEE MEETING, IN WHICH SUCH DIRECTOR HAS A CONFLICT OF INTEREST. THE MINUTES OF SUCH MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THAT THE DIRECTOR HAVING A CONFLICT OF INTEREST ABSTAINED FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT'S SALARY IS ESTABLISHED BY AND REVIEWED BY THE BOARD OF DIRECTORS. AS PART OF THE DECISION PROCESS IN DETERMINING THE PRESIDENT'S COMPENSATION, THE ORGANIZATION USES COMPARABILITY DATA, SUCH AS OTHER FORMS 990. THE ORGANIZATION ALSO USES PRM CONSULTING GROUP'S MANAGEMENT COMPENSATION REPORT FOR NOT-FOR-PROFIT ORGANIZATIONS. THE BOARD CHAIR MAINTAINS WRITTEN DOCUMENTATION WITH RESPECT TO THE SALARY DETERMINATION AND APPROVAL. THIS PROCESS WAS LAST CONDUCTED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AGENDA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, & FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FEDERAL FORM 990 IS AVAILABLE ON GUIDESTAR.ORG AND OTHER SIMILAR WEBSITES AND IS ALSO AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G RESEARCH CONSULTING: PROGRAM SERVICE EXPENSES 425,477. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 3,135. TOTAL EXPENSES 428,612. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 18,924. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,924. PARTNERSHIPS & COLLABORATIONS: PROGRAM SERVICE EXPENSES 112,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 112,500. FINANCIAL CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 42,452. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,452. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.