PUBLIC AGENDA INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PUBLIC AGENDA INC (EIN 13-2847587)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-16
IRS object ID
202221369349317387
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-16T20:38:39-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271728945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1665 FIFTH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN132847587EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PUBLIC AGENDA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPUBLBusinessNameControlTxt
Phone2126866610PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 DOCK 72 WAY SUITE 6101AddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11205ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW SELIGSOHNPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2126866610PhoneNum
Signature2022-05-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANDREWPersonFirstNm
Person LastSELIGSOHNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARRETT M HIGGINSPreparerPersonNm
PTINP00543254PTIN
Phone2122862600PhoneNum
Preparation2022-05-16PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANDREW SELIGSOHNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 DOCK 72 WAY SUITE 6101AddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11205ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,069,898GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PUBLICAGENDA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1982FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionPUBLIC AGENDA IS A NONPARTISAN RESEARCH AND PUBLIC ENGAGEMENT ORGANIZATION. ITS MISSION IS TO STRENGTHEN DEMOCRACY AND EXPAND OPPORTUNITY IN AMERICA BY FOSTERING MORE THOUGHTFUL PUBLIC OPINION, MORE MEANINGFUL PUBLIC PARTICIPATION AND MORE RESPONSIVE PUBLIC INSTITUTIONS.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee18TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,136,149PYContributionsGrantsAmt
CY Contributions Grants$2,509,662CYContributionsGrantsAmt
PY Program Service Revenue$434,903PYProgramServiceRevenueAmt
CY Program Service Revenue$698,658CYProgramServiceRevenueAmt
PY Investment Income$103,585PYInvestmentIncomeAmt
CY Investment Income$496,135CYInvestmentIncomeAmt
PY Other Revenue$325PYOtherRevenueAmt
CY Other Revenue$1,273CYOtherRevenueAmt
PY Total Revenue$3,674,962PYTotalRevenueAmt
CY Total Revenue$3,705,728CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,737,883PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,034,040CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$285,664CYTotalFundraisingExpenseAmt
PY Other Expenses$1,365,294PYOtherExpensesAmt
CY Other Expenses$1,223,781CYOtherExpensesAmt
PY Total Expenses$3,103,177PYTotalExpensesAmt
CY Total Expenses$3,257,821CYTotalExpensesAmt
PY Revenues Less Expenses$571,785PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$447,907CYRevenuesLessExpensesAmt
Total Assets BOY$6,802,781TotalAssetsBOYAmt
Total Assets EOY$7,705,039TotalAssetsEOYAmt
Total Liabilities BOY$573,029TotalLiabilitiesBOYAmt
Total Liabilities EOY$531,105TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,229,752NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,173,934NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO STRENGTHEN DEMOCRACY AND EXPAND OPPORTUNITY FOR ALL AMERICANS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,182,601ExpenseAmt
Revenue$288,710RevenueAmt
DescPUBLIC ENGAGEMENT:ENGAGEMENT CAMPAIGNS HELP COMMUNITIES THINK, TALK AND WORK TOGETHER TO FORGE PROGRESS ON TOUGH CHALLENGES, SUCH AS CLOSING ACHIEVEMENT GAPS, CREATING AFFORDABLE HOUSING OR IMPROVING COMMUNITY HEALTH. THESE ARE TIME-LIMITED INITIATIVES (TYPICALLY BETWEEN SIX MONTHS AND ONE YEAR) THAT BEGIN WITH RESEARCH INTO PEOPLE'S CURRENT THINKING; PROCEED TO MULTI-METHOD COMMUNITY LISTENING, LEARNING AND DELIBERATION; AND RESULT IN ACTION THAT CAN INCLUDE NEW POLICIES, PARTNERSHIPS AND VOLUNTEERISM. THE SUSTAINED ENGAGEMENT SCAN HELPS PUBLIC OFFICIALS AND COMMUNITY LEADERS IDENTIFY STRENGTHS, WEAKNESSES AND NEXT STEPS IN DEVELOPING STRONG CULTURES, PRACTICES AND POLICIES IN SUPPORT OF SUSTAINED PUBLIC ENGAGEMENT. IN ADDITION, WE HELP COMMUNITIES ACT ON SCAN RESULTS THROUGH A VARIETY OF TOOLS, TRAININGS AND CUSTOMIZED CONSULTING.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$771,278ExpenseAmt
Revenue$409,948RevenueAmt
DescRESEARCH: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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$120,170ExpenseAmt
DescCOMMUNICATION 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.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,074,049TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document32IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee18EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHELLE BROWN-CONWAYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2126866610PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 DOCK 72 WAY SUITE 6101AddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11205ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
WILLIAM K FRIEDMAN
PRESIDENT (THRU DEC 2020)50.00Yes (X)$250,713$0$26,620
DAVID SCHLEIFER PHD
VP, DIRECTOR OF RESEARCH50.00$139,598$0$23,961Yes (X)
MATTHEW LEIGHNINGER
VP, PUBLIC ENGAGEMENT50.00$129,385$0$8,092Yes (X)
MICHELLE BROWN-CONWAY
DIRECTOR OF FINANCE50.00Yes (X)$123,290$0$8,695
BETTY SUE FLOWERS
CHAIR1.00Yes (X)$0$0$0Yes (X)
JAMES EUCHER
DIRECTOR1.00$0$0$0Yes (X)
CHRISTOPHER GATES
DIRECTOR1.00$0$0$0Yes (X)
NAN HAYWORTH
DIRECTOR0.50$0$0$0Yes (X)
SHIRLEY M MALCOLM
DIRECTOR0.50$0$0$0Yes (X)
HON DAVID MATHEWS
DIRECTOR0.50$0$0$0Yes (X)
ALBERTO OLIVAS
DIRECTOR0.50$0$0$0Yes (X)
WENDY PURIEFOY
DIRECTOR0.50$0$0$0Yes (X)
ROBERT Y SHAPIRO
DIRECTOR0.50$0$0$0Yes (X)
DR MITCHEL WALLERSTEIN
DIRECTOR1.00$0$0$0Yes (X)
RUTH WOODEN
DIRECTOR (THRU MAR 2021)0.50$0$0$0Yes (X)
DR LILIAN WU
DIRECTOR0.50$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$642,986TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$67,368TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IPSOS PUBLICBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1360 PARK AVENUE SOUTH 17TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10010ZIPCd
FieldValueIRS element (for citing)
ServicesSOCIAL RESEARCHServicesDesc
Compensation$134,193CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,509,662AllOtherContributionsAmt
Total Contributions$2,509,662TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RESEARCH FEES541610$518,560$518,560
PUBLIC ENGAGEMENT FEES541610$180,098$180,098
FieldValueIRS element (for citing)
Total Program Service Revenue$698,658TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$84,528TotalRevenueColumnAmt
Exclusion$84,528ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$142TotalRevenueColumnAmt
Exclusion$142ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,775,777SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,364,170SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$411,607SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$411,607TotalRevenueColumnAmt
Exclusion$411,607ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,131TotalRevenueColumnAmt
Exclusion$1,131ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,131OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,705,728TotalRevenueColumnAmt
Related Or Exempt Func Income$698,658RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$497,408ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$403,130TotalAmt
Program Services$241,878ProgramServicesAmt
Management And General$120,939ManagementAndGeneralAmt
Fundraising$40,313FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,272,860TotalAmt
Program Services$709,745ProgramServicesAmt
Management And General$403,077ManagementAndGeneralAmt
Fundraising$160,038FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$46,483TotalAmt
Program Services$25,755ProgramServicesAmt
Management And General$14,784ManagementAndGeneralAmt
Fundraising$5,944FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$192,774TotalAmt
Program Services$108,851ProgramServicesAmt
Management And General$60,511ManagementAndGeneralAmt
Fundraising$23,412FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$118,793TotalAmt
Program Services$67,373ProgramServicesAmt
Management And General$37,172ManagementAndGeneralAmt
Fundraising$14,248FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,000TotalAmt
Management And General$5,000ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,500TotalAmt
Management And General$30,500ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$39,396TotalAmt
Management And General$39,396ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$608,044TotalAmt
Program Services$547,127ProgramServicesAmt
Management And General$38,130ManagementAndGeneralAmt
Fundraising$22,787FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$32,519TotalAmt
Program Services$32,519ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$46,380TotalAmt
Program Services$32,163ProgramServicesAmt
Management And General$8,942ManagementAndGeneralAmt
Fundraising$5,275FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$38,915TotalAmt
Program Services$34,161ProgramServicesAmt
Management And General$3,928ManagementAndGeneralAmt
Fundraising$826FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$143,451TotalAmt
Program Services$82,550ProgramServicesAmt
Management And General$50,321ManagementAndGeneralAmt
Fundraising$10,580FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$877TotalAmt
Program Services$846ProgramServicesAmt
Fundraising$31FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$520TotalAmt
Program Services$495ProgramServicesAmt
Management And General$25ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$19,981TotalAmt
Program Services$10,525ProgramServicesAmt
Management And General$8,107ManagementAndGeneralAmt
Fundraising$1,349FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,686TotalAmt
Program Services$5,215ProgramServicesAmt
Management And General$10,610ManagementAndGeneralAmt
Fundraising$861FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SURVEYS$140,680$140,680
RECRUITMENT$66,666$66,666
FOCUS GROUPS$30,732$30,732
TRANSCRIPTS$1,398$1,398

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,036TotalAmt
Program Services$2,036ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,257,821TotalAmt
Program Services$2,074,049ProgramServicesAmt
Management And General$898,108ManagementAndGeneralAmt
Fundraising$285,664FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$154,446BOYAmt
EOY$216,215EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$631,717BOYAmt
EOY$150,037EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,068,760BOYAmt
EOY$473,255EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$82,883BOYAmt
EOY$37,084EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$55,119BOYAmt
EOY$24,843EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$106,148LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$55,815LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$46,483BOYAmt
EOY$50,333EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,739,523BOYAmt
EOY$6,729,422EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$23,850BOYAmt
EOY$23,850EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,802,781BOYAmt
EOY$7,705,039EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$277,572BOYAmt
EOY$235,648EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$295,457BOYAmt
EOY$295,457EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$573,029BOYAmt
EOY$531,105EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,208,737BOYAmt
EOY$6,413,991EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,021,015BOYAmt
EOY$759,943EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,229,752BOYAmt
EOY$7,173,934EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,802,781BOYAmt
EOY$7,705,039EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$447,907ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$495,906NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$369PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$480,502CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,111,708CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,345,802CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,636,149CurrentTaxYearMinus1YearAmt
Current Tax Year$1,159,662CurrentTaxYearAmt
Total$5,733,823TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$480,502CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,111,708CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,345,802CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,636,149CurrentTaxYearMinus1YearAmt
Current Tax Year$1,159,662CurrentTaxYearAmt
Total$5,733,823TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,926,287SubstantialContributorsTotAmt
Public Support Total170$2,807,536PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,974CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$41,281CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$43,686CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$103,853CurrentTaxYearMinus1YearAmt
Current Tax Year$84,670CurrentTaxYearAmt
Total$295,464TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$8,345CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,414CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57CurrentTaxYearMinus1YearAmt
Current Tax Year$1,131CurrentTaxYearAmt
Total$10,947TotalAmt
FieldValueIRS element (for citing)
Total Support$6,040,234TotalSupportAmt
Gross Receipts Rltd Activities$3,174,319GrossReceiptsRltdActivitiesAmt
Public Support CY1700.46480PublicSupportCY170Pct
Public Support PY1700.28930PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.
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.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,980OtherCostOrOtherBasisAmt
Depreciation$12,262DepreciationAmt
Book Value$19,718BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$74,168OtherCostOrOtherBasisAmt
Depreciation$43,553DepreciationAmt
Book Value$30,615BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$50,333TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPAYCHECK PROTECTION PROGRAM LOANDesc
Amt$295,457Amt
FieldValueIRS element (for citing)
Total Liability$295,457TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,162,238TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$495,906NetUnrealizedGainsInvstAmt
Revenue Not Reported$495,906RevenueNotReportedAmt
Revenue Subtotal$3,666,332RevenueSubtotalAmt
Investment Expenses Not Incld$39,396InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$39,396RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,705,728TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,218,425TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,218,425ExpensesSubtotalAmt
Investment Expenses Not Incld2$39,396InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$39,396ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,257,821TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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, 2018.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WILLIAM K FRIEDMAN
PRESIDENT (THRU DEC 2020)$248,931$0$0$0$1,782$0$12,447$0$14,173$0$277,333$0$0$0
DAVID SCHLEIFER PHD
VP, DIRECTOR OF RESEARCH$139,356$0$0$0$242$0$6,968$0$16,993$0$163,559$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BBOARD MEETINGS ARE DOCUMENTED BUT THE COMMITTEE MEETINGS ARE NOT.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CPUBLIC 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 15ATHE 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 2020.
FORM 990, PART VI, SECTION C, LINE 19PUBLIC 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 11GCONSULTING & PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 547,127. MANAGEMENT AND GENERAL EXPENSES 15,460. FUNDRAISING EXPENSES 22,787. TOTAL EXPENSES 585,374. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,670. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,670.
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.

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