2020-10-08T08:55:37-05:00 2019-12-31 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2019-01-01 813063099 Texas 2036 % TEXAS 2036 TEXA 4693842036 3963 Maple Avenue Suite 290 Dallas TX 75219 JUSTIN COPPEDGE COO 4693842036 2020-11-16 true Kevin Ensminger P01310558 9727028262 167.68.126.162 75465920202825000019 2020-10-08 P B49B3FF6BBBA87B030C59CEAC7889EA9C46574FC EB976710118F518B8933A72D91D1D85239D99EDA 2019 2021-01-29 14:40:06Z Margaret Spellings 3963 Maple Avenue ste 290 Dallas TX 75219 9151696 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. 34 34 20 100 0 0 6521654 9151696 0 0 0 0 0 0 6521654 9151696 0 0 0 0 581918 1993174 0 0 459666 2341977 2683315 2923895 4676489 3597759 4475207 3763637 8324022 165878 251056 3597759 8072966 X To enable texans to make policy decisions through accessible data, long-term planning and statewide engagement. false false 1896416 Policy Development: The development of pragmatic, future-oriented policy is the core of the work of Texas 2036. During 2019, Texas 2036 heavily invested time and resources in continuing our efforts to assess, across all six of our core policy areas of Education and Workforce, Health, Infrastructure, Natural Resources, Justice and Safety, and Government Performance, where Texas has been, where it is today, the challenges that it will likely face in the future, potential meaningful policy solutions to those challenges, and the appropriate ways to measure Texas' progress over time. To this end, Texas 2036 engaged in a number of research projects across these policy areas, conducted more than 125 subject matter expert interviews, performed background research and data analysis, and hosted work sessions with more than 100 experienced public policy professionals both inside and outside of government. This work culminated in internal work products that formed the foundational components of the strategic policy framework that Texas 2036 released in 2020. 583091 Data Collection & Dissemination: The work of Texas 2036 is rooted in a deep commitment to using data to inform and shape policy decisions. In 2019, Texas 2036 significantly grew its data efforts, including the expansion and revision of its Education to Workforce Reporting tool built on a longitudinal dataset created by the linking of K-12, higher education, and workforce data in Texas. Texas 2036 also released "Come and Make It" AN ONLINE DIGITAL INTERACTIVE THAT EXPLORES THE HISTORY, present, and future of Texas with data and providing an easy to use data explorer for the public to use. Additionally, Texas 2036 continued to expand and enhance the Texas 2036 Data Lab (formerly know as the Texas 2036 data platform), adding additional datasets, including some hard to get or otherwise inaccessible datasets, and improving usability and features. Additionally, Texas 2036 began laying the foundation for significant future work in the education and workforce and health data along with the creation of mini-data tools/interactives made available on our website. 995332 Engagement & Communication: Central to its efforts to have a sustained future-oriented impact on Texas public policy over the coming decade and a half is Texas 2036's engagement with, and support from, Texans across the state. To build the statewide, active and engaged coalition that is necessary to ensure legislative action on the most important issues with a long term focus and not just on the urgent issues with a short term focus, Texans from all backgrounds, political affliations, regions, and perspectives must understand the challenges Texas faces into the future and have opportunities to engage in helping to shape and advocate for thoughtful, data-informed, long term solutions. Texas 2036 substantially grew its engagement and communication efforts in 2019 to help Texans really begin to understand what the future could hold for their state in the absence of meaningful policy changes. Through speeches and presentations across the state, a robust digital communications effort, outreach through traditional and social media, and as a sponsor of the Texas Tribune's TribFest, Texas 2036 shared findings from the research and data anaylsis it has been preforming, engaged Texans all over the state in thoughtful, productive dialogue about what our state needs to do to remain successful for the generations of Texans to come, and brought data and facts to the conversation about what the most pressing issues facing our state really are. The result has been that more and more Texans are interested in understanding more about the challenges and opportunities ahead for Texas and in thinking about how changes may need to be made, both now and into the future, to ensure the opportunity for economic prosperity and a high quality of life that has been enjoyed by many Texans for so long is enjoyed by all Texans for decades to come. 3474839 true true false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 36 0 20 true false false false false false false false false false false false false X 34 34 false false true false false false false true true false false true true true true true true true true false X TEXAS 2036 4693842036 3963 MAPLE AVE STE 290 dallas TX 75219 Margaret Spellings President/CEO 40.0 0.0 X 319121 0 2677 Amy Mueller General Counsel 40.0 0.0 X 172414 0 22828 Justin Coppedge COO 40.0 0.0 X 161525 0 24618 katharine teleki Director - Policy/Planning 40.0 0.0 X 154229 0 13488 sarah kirkle Director - Policy/Planning 40.0 0.0 X 154246 0 12298 Anne Davies CDO 40.0 0.0 X 135129 0 7268 Emily Zalkovsky Director - Policy/Planning 40.0 0.0 X 130635 0 8514 Peter Altabef Director, End: 06/19 1.0 0.0 X 0 0 0 John Castle Director, End: 06/19 1.0 0.0 X 0 0 0 Del Williams Director, End: 06/19 1.0 0.0 X 0 0 0 Tom Luce Chair of the Board 20.0 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 Roberto Coronado Director 1.0 0.0 X 0 0 0 Juliet Garcia Director 1.0 0.0 X 0 0 0 Yvonne Ho Director 1.0 0.0 X 0 0 0 Maynard Holt Director 1.0 0.0 X 0 0 0 Mary Kipp Director, End: 06/19 1.0 0.0 X 0 0 0 Ron Kirk Director 1.0 0.0 X 0 0 0 Kyle Miller Director 1.0 0.0 X 0 0 0 Trent McKnight Director 1.0 0.0 X 0 0 0 Jeanne Phillips Director 1.0 0.0 X 0 0 0 Matt Rose Director 1.0 0.0 X 0 0 0 Wynn Rosser Director 1.0 0.0 X 0 0 0 Sam L Susser Director 1.0 0.0 X 0 0 0 Marc Watts Director 1.0 0.0 X 0 0 0 Tucker Bridwell Director 1.0 0.0 X 0 0 0 Graham Weston Director 1.0 0.0 X 0 0 0 Nicole Small Director 1.0 0.0 X 0 0 0 Scott McClelland Director 1.0 0.0 X 0 0 0 Hunter Hunt Director 1.0 0.0 X 0 0 0 Pat Avery Director 1.0 0.0 X 0 0 0 Ann Barnes Director 1.0 0.0 X 0 0 0 Tracee Bentley Director 1.0 0.0 X 0 0 0 Bob Campbell Director 1.0 0.0 X 0 0 0 Abel Castro Director 1.0 0.0 X 0 0 0 Tony Cucolo Director 1.0 0.0 X 0 0 0 Ed Escudero Director 1.0 0.0 X 0 0 0 Shannon Fletcher Director 1.0 0.0 X 0 0 0 Val Lamantia Peisen Director 1.0 0.0 X 0 0 0 Peter Rodriguez Director 1.0 0.0 X 0 0 0 Zeynep Young Director 1.0 0.0 X 0 0 0 Andrew Hall Director 1.0 0.0 X 0 0 0 Wallace Jefferson Director 1.0 0.0 X 0 0 0 Cynthia Marshall Director 1.0 0.0 X 0 0 0 1227299 0 91691 7 false true false CIVIC INITIATIVES LLC 5828 LINARIA DRIVE AUSTIN TX 78759 policy consulting 228160 EDUCATIONAL RESULTS PARTNERSHIP 428 J STREET STE 320 SACRAMENTO CA 95814 data analytic svcs 173040 TEXAS AM TRANSPORTATION INSTITUTE 400 HARVEY MITCHELL PKW SOUTH COLLEGE STATION TX 77845 policy consulting 143750 TEXAS STATE UNIVERSITY 601 UNIVERSITY DRIVE SAN MARCOS TX 78666 policy consulting 170000 4 9151696 9151696 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9151696 X 0 0 0 0 650339 314419 230073 105847 0 1147236 869970 88886 188380 9282 6094 3188 54898 42862 892 11144 131419 87060 22578 21781 0 21905 21905 97785 97785 0 0 0 1589378 1404460 154268 30650 103383 101408 1975 105948 63828 23046 19074 171395 151410 10252 9733 0 320532 195881 71229 53422 133483 120135 13348 0 102196 102196 0 0 3018 1844 671 503 4536 2277 1638 621 DUES & SUBSCRIPTIONS 10995 10995 . 0 . 0 . 0 18761 18761 4676489 3474839 741984 459666 1273637 3814228 0 0 0 4445112 2490000 0 0 0 0 0 0 0 0 0 0 35713 0 0 0 0 0 0 0 0 0 0 0 28969 3763637 8324022 165878 251056 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 165878 251056 X 3597759 3627854 0 4445112 3597759 8072966 3763637 8324022 4475207 X false false false X 0 0 0 6521654 9151696 15673350 0 0 0 0 0 6521654 9151696 15673350 2069198 13604152 0 0 0 15673350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false false false false false false false false false Margaret Spellings President/CEO 316580 0 2541 0 2677 321798 Justin Coppedge COO 160277 1000 248 16610 8008 186143 Amy Mueller General Counsel 171666 500 248 22828 0 195242 sarah kirkle Director - Policy/Planning 154003 0 243 9713 2585 166544 katharine teleki Director - Policy/Planning 153986 0 243 10903 2585 167717 Form 990, Part VI, Section A, Line 4 significant changes to governing documents: the bylaws were amended June and September 2019. Changes included increasing the number of board members, modifying the requirements to nominate and elect them to their positions, and updating officer definitions and the terms of their positions. The amended bylaws also provided for the addition of non-voting membership classes at the board's discretion. The amended bylaws also provided more clearly defined committee descriptions and powers. 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 b, line 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. 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. FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING SERVICES TOTAL FEES:1529260 FORM 990 PART IX LINE 11G DESCRIPTION:GRANT CONSULTING TOTAL FEES:7052 FORM 990 PART IX LINE 11G DESCRIPTION:DATA ANALYTIC SVCS TOTAL FEES:53066