2021-06-09T06:01:15-05:00 2020-12-31 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2020-01-01 813063099 Texas 2036 % TEXAS 2036 TEXA 4693842036 3963 MAPLE AVENUE STE 290 DALLAS TX 75219 JUSTIN COPPEDGE COO 4693842036 2021-11-15 true MARGARET SPELLINGS 999009999 Kevin Ensminger P01310558 9727028262 2 2020 2022-09-23 18:48:47Z MARGARET SPELLINGS 3963 MAPLE AVENUE STE 290 DALLAS TX 75219 7266075 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 DO BUSINESS. 35 35 25 90 0 0 9151696 7266075 0 0 0 0 0 0 9151696 7266075 0 0 0 0 1993174 2819811 0 20192 797921 2683315 7020378 4676489 9860381 4475207 -2594306 8324022 8771801 251056 3116995 8072966 5654806 X TO ENABLE TEXANS TO MAKE POLICY DECISIONS THROUGH ACCESSIBLE DATA, LONG-TERM PLANNING AND STATEWIDE ENGAGEMENT. false false 5233099 Texas 2036 focused on sustaining and expanding economic opportunity and quality of life for all Texans by engaging in data-informed, long-term, pragmatic policy development. In 2020, despite the challenges wrought by COVID-19, Texas 2036 made substantial progress towards its goals. In June, Texas 2036 released Shaping Our Future: A Strategic Framework for the Future of Texas, the culmination of more than two years of research and evaluation. The Framework establishes 36 goals for Texas to accomplish by 2036. Each goal includes multiple indicators measuring where Texas is today, sets measurable targets for 2036, compares the state's performance to peer states, and identifies some of the challenges the state will face in meeting the goals. The organization prioritized policy goals relevant to the 2021 Legislative session and completed research and resource development in support of those priorities. Additionally, Texas 2036 was actively engaged in many statewide efforts to improve the lives of Texans including: the Task Force to Reopen Texas, which advised the Governor on the state's response to COVID; Operation Connectivity, which worked across agencies, school districts, and local communities to ensure students have internet access and devices to continue learning from home when schools closed during the pandemic; and the Tri-Agency Commission, which worked on common and aligned strategic planning between the Texas Education Agency, the Texas Higher Education Coordinating Board, and the Texas Workforce Commission. Additionally, among many other efforts, Texas 2036 launched Digital Texas, a coalition to ensure broadband access across the state and Aim Hire Texas, a multi-partner, multi-year effort to increase the number of Texans earning a living wage and ensure the Texas workforce is a strategic advantage for the state. Additional significant research efforts in 2020 included modeling the impact on coverage eligibility, federal funds access, and state expenditures for more than 500 health coverage policy scenarios; the monitoring of federal fund allocation, particularly COVID-related stimulus funding that was/is available to the State of Texas; and consideration of how future changes in global oil markets could impact education funding in Texas. 1711106 Texas 2036's commitment to developing novel, high-quality data tools to inform policymakers and practitioners as well as to help educate and empower Texans remains central to the work and mission of Texas 2036. In 2020, Texas 2036 continued the development and expansion of the Texas 2036 Data Lab, a robust store of Texas-oriented data. Additionally, the organization launched the Strategic Framework Indicators site, which houses the indicators identified in the Texas 2036 Strategic Framework and enables users to explore the indicators in greater depth (including disaggregation), to see Texas' performance on secondary indicators the organization is also tracking, and to learn more about the underlying data sources. In response to the spread of COVID-19 in Texas, the organization rapidly built and launched the COVID-19 Tracker, which displayed not only health-related data like test positivity rates, ICU bed availability, and mortality rates by county and trauma service region in Texas, but also integrated economic and mobility data to give a more holistic picture of the impact the pandemic was having. The site has been visited hundreds of thousands of times since its launch and continues to be updated, including with vaccination data. Additionally, Texas 2036 supported the research and piloting of efforts to improve data analysis and utilization to support rapid and equitable access to COVID testing and vaccinations. Texas 2036 also worked on the development of data projects for release in 2021. These projects include an interactive modeling tool which builds on Texas 2036's work on health coverage expansion modeling and allows users to make their own selections of policy options and see the estimated impact on coverage rates, federal funding access, and state expenditures in real time. The organization also worked on the development of a tool that will allow users to explore critical health issues facing Texans across life stages and the clinical and policy implications of these challenges. And the organization continued its work to make education and workforce data more accessible and user-friendly to improve the educational achievement and employment outcomes of Texans. 1011359 Texas 2036 believes that the engagement and involvement of Texans from across the state is critical to shaping a vibrant and prosperous future for all. In 2020, Texas 2036 focused on expanding its reach and ability to communicate with Texans and to share the informative, accessible, and helpful policy and data resources it was developing and releasing. This included engaging in hundreds of conversations, presentations, and interviews regarding the Texas 2036 Strategic Framework; the creation of Straight Talk Texas, an interview series with a diverse list of expert guests talking about some of the most interesting and pressing issues facing our state; and the launch of regular email updates to tens of thousands of Texans. Additionally, Texas 2036 significantly expanded its presence and activity on social media, resulting in continued growth of followers across all platforms who are learning about the biggest issues facing Texas and what thoughtful, pragmatic solutions to these challenges could look like. Texas 2036 also participated in conferences, presentations, roundtables, and meetings with policy makers, business executives, community leaders, and Texans across the Lone Star State to share our data and research and to encourage thoughtful, sensible, long-term solutions to the systemic challenges the State of Texas will face over the next decade and a half. 7955564 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 false false false false false false false true 28 0 25 true false false false false false false false false false false false false X 35 35 false false false false false false false true true false false true true true true true true true true false AL CO KY ME NV NC ND OH OK OR SC UT VA WA X X TEXAS 2036 4693842036 3963 MAPLE AVE STE 290 DALLAS TX 75219 X MARGARET SPELLINGS PRESIDENT/CEO 40.0 0.0 X 411143 0 18114 MERRILL DAVIS DIRECTOR OF COMMUNICATIONS 40.0 0.0 X 218859 0 18837 ANNE DAVIES CDO 40.0 0.0 X 204531 0 14495 JUSTIN COPPEDGE COO 40.0 0.0 X 187704 0 21164 JOHN HRYHORCHUK VP OF POLICY Begin: 3/6/2020 40.0 0.0 X 164527 0 13881 AMY MUELLER GENERAL COUNSEL 1.0 0.0 X 162637 0 6490 KATY RHODES DIRECTOR OF DEV. END: 11/2020 40.0 0.0 X 151450 0 10061 ENISHA SHROPSHIRE DIRECTOR OF BOARD RELATIONS 40.0 0.0 X 101868 0 4613 ARTHUR JAMES RODRIGUEZ EXECUTIVE VP- BEGIN:9/21/2020 40.0 0.0 X 93765 0 4214 ABEL CASTRO DIRECTOR 1.0 0.0 X 0 0 0 ALINE BASS 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 BOB CAMPBELL DIRECTOR 1.0 0.0 X 0 0 0 CYNTHIA MARSHALL DIRECTOR 1.0 0.0 X 0 0 0 ED ESCUDERO DIRECTOR 1.0 0.0 X 0 0 0 GRAHAM WESTON DIRECTOR 1.0 0.0 X 0 0 0 HUNTER HUNT DIRECTOR 1.0 0.0 X 0 0 0 JEANNE PHILLIPS DIRECTOR 1.0 0.0 X 0 0 0 JULIET GARCIA DIRECTOR 1.0 0.0 X 0 0 0 KYLE MILLER DIRECTOR 1.0 0.0 X 0 0 0 MARC WATTS DIRECTOR 1.0 0.0 X 0 0 0 MATT ROSE DIRECTOR 1.0 0.0 X 0 0 0 MAYNARD 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 ROBERTO CORONADO DIRECTOR 1.0 0.0 X 0 0 0 RON KIRK DIRECTOR 1.0 0.0 X 0 0 0 SAM L SUSSER DIRECTOR 1.0 0.0 X 0 0 0 SCOTT MCCLELLAND DIRECTOR 1.0 0.0 X 0 0 0 SHANNON FLETCHER DIRECTOR 1.0 0.0 X 0 0 0 TOM LUCE CHAIR OF BOARD 20.0 0.0 X 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 TUCKER BRIDWELL DIRECTOR- END: 12/31/2020 1.0 0.0 X 0 0 0 VAL LAMANTIA PEISEN DIRECTOR 1.0 0.0 X 0 0 0 WALLACE JEFFERSON DIRECTOR 1.0 0.0 X 0 0 0 WYNN ROSSER DIRECTOR 1.0 0.0 X 0 0 0 YVONNE HO DIRECTOR 1.0 0.0 X 0 0 0 ZEYNEP YOUNG DIRECTOR 1.0 0.0 X 0 0 0 SHERYL SCULLEY DIRECTOR BEGIN: 2/13/2020 1.0 0.0 X 0 0 0 ELAINE MENDOZA DIRECTOR BEGIN: 2/13/2020 1.0 0.0 X 0 0 0 1696484 0 111869 8 false true false THE BOSTON CONSULTING GROUP INC 200 PIER 4 BOULEVARD BOSTON MA 02210 Research & Strategy 3327500 MCKINSEY COMPANY 2021 MCKINNEY AVE 1800 DALLAS TX 75201 analysis & strategy 500000 FOUNDRY COMMERCIAL 3819 MAPLE AVE DALLAS TX 75219 Property Management 308189 PROCLAIM ADVOCATES 3811 BEE CAVE RD STE 209 AUSTIN TX 78746 communication svcs 242763 LEE JACKSON 6011 DESCO DRIVE DALLAS TX 75225 research& strategy 236187 10 7266075 7266075 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7266075 X 0 0 0 0 955129 457479 110010 387640 0 1585931 970161 393744 222026 44975 25435 12354 7186 73681 46346 14706 12629 160095 90724 32537 36834 0 80641 76732 3909 190219 190219 7270 7270 20192 20192 0 5855063 5849086 5683 294 75648 73414 1828 406 107833 36185 66689 4959 163992 71935 76401 15656 0 388996 242102 78733 68161 37686 8437 27740 1509 0 80427 54026 11679 14722 0 0 13660 13309 351 9989 6133 2058 1798 DUES & SUBSCRIPTIONS 8954 3522 5432 . 0 . 0 . 0 9860381 7955564 1106896 797921 3814228 6213979 0 0 4445112 2187650 0 0 0 0 0 0 0 0 0 0 35713 70557 276210 13661 0 262549 0 0 0 0 0 0 0 0 28969 37066 8324022 8771801 251056 2666907 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 450088 251056 3116995 X 3627854 2862775 4445112 2792031 8072966 5654806 8324022 8771801 -2594306 176146 X false true X true false X 0 0 6521654 9151696 7266075 22939425 0 0 0 0 6521654 9151696 7266075 22939425 3442115 19497310 0 0 0 22939425 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 1667 false true 5603 7270 false SCHEDULE C, PART II-B, LINE 1 LOBBYING ACTIVITIES: Employees of the organization spent a small portion of their time preparing, reviewing, and/or discussing with state legislators/legislative staff drafts of legislation and budget riders for health care transparency, education, and broadband policies. 276210 13661 262549 262549 0 DEFERRED LEASEHOLD INCENTIVE 132631 REFUNDABLE ADVANCE 317457 450088 9722196 2456121 2456121 7266075 7266075 12316502 2456121 2456121 9860381 9860381 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 true The Sharper Group 6400 WINCHESTER DRIVE OKLAHOMA CITY OK 73162 Grant Consulting false 2175000 20192 2154808 2175000 20192 2154808 AL CO KY ME NV NC ND OH OK OR SC UT VA WA X X X X false false false false false false false false false ANNE DAVIES CDO 203884 0 647 8225 6270 219026 0 JUSTIN COPPEDGE COO 172188 15000 516 7921 13243 208868 0 MARGARET SPELLINGS PRESIDENT/CEO 405599 0 5544 11400 6714 429257 0 MERRILL DAVIS DIRECTOR OF COMMUNICATIONS 217172 0 1687 4408 14429 237696 0 JOHN HRYHORCHUK VP OF POLICY Begin: 3/6/2020 164047 0 480 3923 9958 178408 0 AMY MUELLER GENERAL COUNSEL 162239 0 398 6490 0 169127 0 KATY RHODES DIRECTOR OF DEV. END: 11/2020 150973 0 477 4304 5757 161511 0 FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM AND REVIEWED IN DETAIL BY THE CHIEF OPERATING OFFICER WHO THEN PROVIDES IT TO THE PRESIDENT AND CEO, BOARD CHAIR, AND BUDGET 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, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY WITH PERIODIC ANNUALLY SIGNED STATEMENTS BY ALL EMPLOYEES AND BOARD MEMBERS WHICH ARE THEN REVIEWED BY THE GENERAL COUNSEL TO IDENTIFY ANY POTENTIAL ISSUES. IF AN ISSUE IS IDENTIFIED, THE GENERAL COUNSEL REPORTS IT TO THE CEO AND THE BUDGET 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, SECTION C, LINES 15A & 15B COMPENSATION REVIEW: THE ORGANIZATION CONTRACTED FREDERIC W. COOK & CO TO PERFORM A COMPENSATION REVIEW IN 2019. THE REPORT WAS TAKEN TO THE BOARD FOR APPROVAL AS PART OF AN EXECUTIVE SESSION TO DETERMINE HIRING AND COMPENSATION FOR THE CEO. ADDITIONALLY, THE CONTRACTED FIRM COMPLETED STUDIES FOR THE OTHER OFFICERS AND EMPLOYEES. THE STUDY RELIED ON COMPARABILITY DATA FROM SIMILARLY SITUATED ORGANIZATIONS. IN 2020, MANY OF THESE INDIVIDUALS RECEIVED TEMPORARY COVID-RELATED PAY CUTS. ALL COMPENSATION REVIEWS FOR NEW HIRES OR PROMOTIONS IN 2020 WAS DETERMINED THROUGH AN INTERNAL ASSESSMENT CONDUCTED BY THE CEO THAT INCLUDED CONSIDERATION OF THE COMPLETED STUDIES. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: 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 FOR YEARS 2019 AND FOLLOWING. FORM 990, PART XI, LINE 8 PRIOR PERIOD ADJUSTMENT: During the 2020 audit of the organization's financial statements, management made an adjustment to the 2019 contributions receivable addressing the recognition of pledges. The correction has resulted in the prior period adjustment to net assets of $176,146. FORM 990 PART IX LINE 11G DESCRIPTION:POLICY DEVELOPMENT/CONSULTING TOTAL FEES:4456837 FORM 990 PART IX LINE 11G DESCRIPTION:COMMUNICATION SERVICES TOTAL FEES:386738 FORM 990 PART IX LINE 11G DESCRIPTION:DATA ANALYTIC SERVICES TOTAL FEES:745008 FORM 990 PART IX LINE 11G DESCRIPTION:LEGISLATIVE CONSULTING TOTAL FEES:266480