2021-05-17T18:59:13-05:00 2020-06-30 271728945 PKF O'CONNOR DAVIES LLP 665 FIFTH AVENUE NEW YORK NY 10022 990 2019-07-01 132847587 PUBLIC AGENDA INC PUBL 2126866610 1 DOCK 72 WAY SUITE 6101 BROOKLYN NY 11205 BETTY SUE FLOWERS CHAIRWOMAN/BOARD CHAIR 2126866610 2021-05-17 1 GARRETT M HIGGINS P00543209 2122862600 2021-05-17 2019 2022-09-23 18:48:47Z WILLIAM K FRIEDMAN 1 DOCK 72 WAY SUITE 6101 BROOKLYN NY 11205 3674962 0 X WWW.PUBLICAGENDA.ORG X 1982 NY PUBLIC 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. 13 13 14 13 0 0 1595802 3136149 229917 434903 72521 103585 1715 325 1899955 3674962 0 0 0 0 869795 1737883 0 0 328590 636515 1365294 1506310 3103177 393645 571785 5795111 6802781 277565 573029 5517546 6229752 X PUBLIC AGENDA'S MISSION IS TO STRENGTHEN DEMOCRACY AND EXPAND OPPORTUNITY FOR ALL AMERICANS. 0 0 1213036 143100 PUBLIC ENGAGEMENT:PUBLIC AGENDAS WORKS WITH COMMUNITIES AND PUBLIC INSTITUTIONS TO STRENGTHEN PUBLIC ENGAGEMENT AND GIVE PEOPLE A GREATER VOICE IN THE DECISIONS THAT AFFECT THEIR LIVES. 952633 291803 RESEARCH:PUBLIC AGENDA CONDUCTS NUANCED AND IN-DEPTH OPINION RESEARCH, BASED ON CO-FOUNDER DAN YANKELOVICH'S LEARNING CURVE PERSPECTIVE, TO INFORM PUBLIC POLICY AND ENHANCE PUBLIC ENGAGEMENT. 10626 REINVENTING OPPORTUNITY PROGRAM AREA (FORMERLY HIGHER ED AND WORKFORCE): PUBLIC AGENDA WORKS ON A VARIETY OF ISSUES, INCLUDING K-12 AND HIGHER EDUCATION, THAT ARE CRUCIAL TO EXPANDING OPPORTUNITY, STRENGTHENING COMMUNITIES, AND SUPPORTING DEMOCRACY IN AMERICA. 88528 MAJOR REPORTS THAT INFORM PUBLIC POLICY AND PUBLIC ENGAGEMENT ON EDUCATION, HEALTH CARE, DEMOCRACY REFORM, POLITICAL DIVISIVENESS, AND OTHER ISSUES IMPORTANT TO THE AMERICA PUBLIC. MAJOR PUBLIC ENGAGEMENT INITIATIVES WITH COMMUNITIES, PUBLIC INSTITUTIONS, AND STATES THAT CREATE GREATER OPPORTUNITY FOR PEOPLE TO LEARN ABOUT ISSUES AND HAVE A VOICE IN DECISIONS THAT AFFECT THEIR LIVES. 88528 2264823 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 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 29 0 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 NY X X MICHELLE BROWN-CONWAY CONTROLLER 2126866610 1 DOCK 72 WAY SUITE 6101 BROOKLYN NY 11205 WILLIAM K FRIEDMAN PRESIDENT 50.00 X 212390 0 23080 KATIE LISA DIRECTOR OF DEVELOPMENT 50.00 X 113184 0 25814 DAVID SCHIELFER VP DIRECTOR OF RESEARCH 50.00 X 114747 0 18040 MATT LEIGHNIGER VP DIRECTOR OF PUBLIC ENGAGEMENT 50.00 X 116801 0 6896 BETTY SUE FLOWERS CHAIRWOMAN/BOARD CHAIR 1.00 X X 0 0 0 DR MITCHEL WALLERSTEIN DIRECTOR 1.00 X 0 0 0 CHRISTOPHER GATES DIRECTOR 0.50 X 0 0 0 JAMES EUCHER DIRECTOR 0.50 X 0 0 0 DR LILLIAN WU DIRECTOR 0.50 X 0 0 0 ROBERT Y SHAPIRO DIRECTOR 0.50 X 0 0 0 WENDY PURIEFOY DIRECTOR 0.50 X 0 0 0 RUTH WOODEN DIRECTOR 0.50 X 0 0 0 SHIRLEY M MALCOLM DIRECTOR 0.50 X 0 0 0 STEPHEN B SCHOENBAUM DIRECTOR, THRU FEB. 2020 0.50 X 0 0 0 HON DAVID MATHEWS DIRECTOR 0.50 X 0 0 0 ALBERTO OLIVAS DIRECTOR 0.50 X 0 0 0 NAN HAYWORTH DIRECTOR 0.50 X 0 0 0 557122 0 73830 4 0 1 0 SOVA SOLUTIONS LLC 1092 PIPESTEM PL POTOMAC MD 20854 EDUCATIONAL CONSULTING SERVICES 148000 1 3136149 3136149 CONTRACT REVENUE 541610 425903 425903 CONSULTING SERVICE FEE 541610 9000 9000 434903 103585 103585 268 268 OTHER INCOME 900099 57 57 57 3674962 434903 0 103910 X 257286 175603 39301 42382 1131556 772310 172849 186397 51214 34955 7823 8436 191129 130449 29196 31484 106698 72824 16298 17576 3845 3845 35500 35500 761805 664905 76068 20832 6449 6449 51541 16183 27176 8182 57002 40317 16685 142413 84323 47998 10092 41403 22575 17703 1125 1422 1422 13908 2365 9538 2005 16926 9817 7109 TRANSCRIPTS AND RESEARC 147871 146392 1479 FOCUS GROUPS AND PROJEC 80095 78820 1196 79 PROFESSIONAL DEVELOPMEN 3018 3018 RETREATS AND STAFF EVEN 1760 1760 336 336 3103177 2264823 509764 328590 56993 154446 994193 631717 1658935 1151643 20763 55119 136196 89713 48220 46483 2997332 4739523 18675 23850 5795111 6802781 243230 277572 34335 0 0 295457 277565 573029 X 4063422 5208737 1454124 1021015 5517546 6229752 5795111 6802781 X 571785 154813 -14392 X X 0 0 0 X 3326492 480502 1111708 1345802 1636149 7900653 3326492 480502 1111708 1345802 1636149 7900653 5526749 2373904 85104 21974 41281 43686 103853 295898 8345 1414 57 9816 8206367 3910702 0.28930 0.23630 X PUBLIC AGENDA IS, BY ITS NATURE, A TYPE OF ORGANIZATION THAT TYPICALLY RECEIVES ITS SUPPORT FROM THE PUBLIC. AS IS EVIDENCED BY THE CURRENT CALCULATION, PUBLIC AGENDA RECEIVES PUBLIC SUPPORT WELL IN EXCESS OF THE 10 PERCENT REQUIREMENT. THE ORGANIZATION ATTRACTS NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS AND HAS RECEIVED BROAD SUPPORT FROM AN ARRAY OF SOURCES. PUBLIC AGENDA'S MISSION IS TO RAISE FUNDS TO STRENGTHEN DEMOCRACY AND EXPAND OPPORTUNITY IN AMERICA BY FOSTERING THOUGHTFUL PUBLIC OPINION, PUBLIC PARTICIPATION AND RESPONSIVE PUBLIC INSTITUTIONS. PUBLIC AGENDA IS ORGANIZED TO ATTRACT NEW AND ADDITIONAL PUBLIC AND GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS. PUBLIC AGENDA HAS A WELL-DIVERSIFIED BASE OF DONORS AND IS CONTINUING TO TAKE STEPS TO FURTHER DIVERSIFY ITS DONOR BASE. PUBLIC AGENDA IS A NATIONAL ORGANIZATION WITH ALL ITS ACTIVITIES DESIGNED TO HELP DIVERSE LEADERS AND CITIZENS NAVIGATE COMPLEX, DIVISIVE ISSUES AND WORK TOGETHER ON SOLUTIONS. PUBLIC AGENDA'S BOARD COMPRISES EXPERTS IN BOTH THE FIELD AND THE INTERESTS OF THE COMMUNITY.PUBLIC AGENDA HAS BEEN IN EXISTENCE SINCE 1975 AND WAS CREATED TO HELP THE DEVELOPING CRISIS OF PUBLIC CONFIDENCE IN GOVERNMENT AND THE DEEP CONCERNS OF ORDINARY CITIZENS ABOUT THE ECONOMY. IN THE 1980'S, THE ORGANIZATION BROUGHT SOLID AND TIMELY RESEARCH TO THE REAGAN ADMINISTRATION SIGNALING THE AMERICAN PUBLIC'S OPENNESS TO A DIFFERENT RELATIONSHIP WITH THE SOVIET UNION, AS WELL AS HELP EDUCATORS BETTER UNDERSTAND THE NEEDS OF EMPLOYERS. FROM THE 1990'S TO 2000'S, THE ORGANIZATION HAS BEEN COMMITTED TO COMMUNITY COLLEGES AND IMPROVING STUDENT SUCCESS. AS OUTREACH AND PUBLICITY INCREASES, IT IS EXPECTED THAT THE DONOR BASE WILL GROW SUBSTANTIALLY. PUBLIC AGENDA HAS LAUNCHED TWO MAJOR INITIATIVE AND PROGRAMS THAT ARE EXPECTED TO INCRASED PUBLICICTY AND BROADEN THE DONOR BASE. HIDDEN COMMON GROUND IS A MAJOR PARTNERSHIP WITH USA TODAY AND THE NATIONAL ISSUES FORUMS TO CHALLENGE THE SELF-DEFEATING NARRATIVE OF A HOPELESSLY DIVIDED AMERICA. IT ELEVATES THOSE AREAS WHERE THE PUBLIC AGRESS ON SOLUTIONS TO CRITICAL PUBLIC PROBLEMS AND SUPPORTS PRODUCTIVE DIALOGE ON AREAS WHERE PEOPLE DISAGREE. THE YANKELOVICH BETTER DEMOCRACY PROGRAM CONTRIBUTES RESEARCH, IDEAS AND TOOLS THAT STRENGTHEN SOUNDER PUBLIC JUDGMENT AND MORE MEANINGFUL PUBLIC PARTICIPATION IN OUR DEMOCRACY. PUBLIC AGENDA'S BOARD OF DIRECTORS IS COMPRISED OF 13 INDIVIDUALS FROM THE COMMUNITY WITH WIDELY VARYING BACKGROUNDS WHO ARE KEENLY INTERESTED IN STRENGTHENING DEMOCRACY AND EXPANDING OPPORTUNITIES IN AMERICA, AND SUPPORTING THE ORGANIZATION MISSION AND GOALS. THE SECTORS REPRESENTED BY THE BOARD INCLUDE EDUCATION, HUMAN RESOURCES, PHILANTHROPY, AND POLITICAL SCIENCE. MANY MEMBERS OF THE BOARD ARE ALSO HIGHLY INVOLVED WITH OTHER HIGHLY REGARDED NON-PROFIT INSTITUTIONS. PUBLIC AGENDA CONTINUES TO WORK ON EXPANDING PUBLIC PARTICIPATION AND DONOR SUPPORT. THE ORGANIZATION'S TWO NEW INITIATIVES WILL INCREASE OUTREACH AND ATTRACT THE INTEREST OF NEW INDIVIDUALS AND ORGANIZATIONS. PUBLIC AGENDA ANTICIPATES THE GROWTH OF PUBLIC SUPPORT IN THE COMING YEARS. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 8,345. 2018 AMOUNT: $ 1,414. 2019 AMOUNT: $ 57. 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 106488 66508 39980 29708 23205 6503 46483 PAYCHECK PROTECTION PROGRAM LOAN 295457 295457 X X X 0 0 0 0 0 0 0 0 0 WILLIAM K FRIEDMAN PRESIDENT 210608 0 0 0 1782 0 10530 0 12550 0 235470 0 0 0 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 OUTSIDE 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 CONTROLLER AND PRESIDENT OF THE ORGANIZATION, THE FORM, IN ITS ENTIRETY, IS SENT TO EACH MEMBER OF THE BOARD OF DIRECTORS ELECTRONICALLY. ONCE EACH BOARD MEMBER APPROVES THE RETURN, THE ACCOUNTING FIRM IS ADVISED THAT THE FORM 990 IS CLEARED FOR FILING. THE BOARD MEMBERS WILL NOT RECEIVE A COPY OF THIS DOCUMENT UNTIL AFTER THE 990 HAS BEEN FILED. 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 (THE ORGANIZATION USES PRM CONSULTING GROUP'S MANAGEMENT COMPENSATION REPORT FOR NOT-FOR-PROFIT ORGANIZATIONS). THE CHAIRMAN MAINTAINS WRITTEN DOCUMENTATION WITH RESPECT TO THE SALARY APPROVAL. THIS PROCESS WAS LAST CONDUCTED IN 2019. 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. ALSO, THE FEDERAL FORM 990 WHICH INCLUDES FINANCIAL AND OTHER DISCLOSURES IS AVAILABLE ON GUIDESTAR. FORM 990, PART IX, LINE 11G CONSULTING & PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 664,905. MANAGEMENT AND GENERAL EXPENSES 55,610. FUNDRAISING EXPENSES 20,832. TOTAL EXPENSES 741,347. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 20,458. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,458. FORM 990, PART XI, LINE 9: LOSS ON DISPOSAL OF ASSET -14,392. FORM 990, PART XII, LINE 2C: PUBLIC AGENDA HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.