2019-11-15T09:19:03-06:00 2018-12-31 271728945 PKF O'CONNOR DAVIES LLP 665 FIFTH AVENUE NEW YORK NY 10022 990 2018-01-01 132847587 PUBLIC AGENDA INC PUBL 2126866610 1 DOCK 72 WAY SUITE 6101 BROOKLYN NY 11205 WILLIAM K FRIEDMAN PRESIDENT 2126866610 2019-11-14 1 GARRETT M HIGGINS P00543209 2122862600 2019-11-14 4.15.211.182 2019-11-14 11:38:24 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B29914CEB47F2C50F9800CDE5B5AE22990D509AB 2018 2020-03-31 21:24:44Z X WILLIAM K FRIEDMAN 1 DOCK 72 WAY SUITE 6101 BROOKLYN NY 11205 5749873 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. 12 12 18 14 0 20876 2240779 4809565 1079581 731260 12935 48332 4103 8568 3337398 5597725 0 0 0 0 2730102 1851494 0 0 209600 2453442 1277671 5183544 3129165 -1846146 2468560 2849486 5293614 237482 241466 2612004 5052148 X PUBLIC AGENDA'S MISSION IS TO IMPROVE DEMOCRATIC PROBLEM SOLVING. WE SEEK TO CONTRIBUTE TO A DEMOCRACY IN WHICH PROBLEM SOLVING TRIUMPHS OVER GRIDLOCK AND INERTIA, AND WHERE PUBLIC POLICY REFLECTS THE DELIBERATIONS AND VALUES OF THE CITIZENRY. 0 0 815354 299156 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. 591498 317924 PUBLIC ENGAGEMENT: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. 587300 114180 HIGHER EDUCATION AND WORKFORCE: AMERICA NEEDS A MORE FLEXIBLE, AFFORDABLE AND HIGHER QUALITY SYSTEM OF HIGHER EDUCATION TO MEET THE DIVERSE NEEDS OF THE MILLIONS OF AMERICANS SEEKING KNOWLEDGE, SKILLS AND CREDENTIALS TO NAVIGATE A RAPIDLY CHANGING WORLD. ACHIEVING THIS GOAL IS CRITICAL FOR SECURING THE CURRENTLY UNCERTAIN FUTURE OF THE AMERICAN MIDDLE CLASS, AND TO FULFILLING AMERICA'S PROMISE AS A LAND OF OPPORTUNITY. FOR BOTH COMMUNITY PROSPERITY AND THE HEALTH OF OUR DEMOCRACY, WE'LL NEED ALL VOICES AT THE TABLE TO MAKE THIS PROMISE A REALITY.WE WORK WITH STUDENTS, FACULTY, ADMINISTRATORS, COLLEGE PRESIDENTS, TRUSTEES, EMPLOYERS AND STATE AND FEDERAL POLICYMAKERS ON THE MOST CRITICAL ISSUES FACING HIGHER EDUCATION TODAY. THESE INCLUDE COMMUNITY COLLEGE STUDENT SUCCESS, TWO-TO-FOUR YEAR TRANSFER POLICY, REFORM OF REMEDIAL EDUCATION, ACHIEVEMENT GAPS, NEW ACADEMIC MODELS, INNOVATION IN TEACHING AND LEARNING AND COLLEGE AFFORDABILITY. 440203 OTHER PROGRAM SERVICES INCLUDES COMMUNICATION SERVICES. 440203 2434355 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 24 0 18 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 CONTROLLER 2126866610 1 DOCK 72 WAY SUITE 6101 BROOKLYN NY 11205 DR MITCHEL WALLERSTEIN CHAIRMAN 2.00 X X 0 0 0 DR ANN KIRSCHNER VICE CHAIR (THRU 3/18/2018) 0.50 X X 0 0 0 DR LLOYD MORRISETT DIRECTOR (THRU 3/18/2018) 0.50 X 0 0 0 RUTH WOODEN DIRECTOR 1.00 X 0 0 0 CHRISTOPHER GATES DIRECTOR 1.00 X 0 0 0 HON DAVID MATHEWS DIRECTOR 1.00 X 0 0 0 SHIRLEY M MALCOLM DIRECTOR 1.00 X 0 0 0 BETTY SUE FLOWERS DIRECTOR 1.00 X 0 0 0 WENDY PURIEFOY DIRECTOR 1.00 X 0 0 0 STEPHEN B SCHOENBAUM DIRECTOR 1.00 X 0 0 0 ROBERT Y SHAPIRO DIRECTOR 1.00 X 0 0 0 DR LILIAN WU DIRECTOR 1.00 X 0 0 0 TAMALA LONGABERGER DIRECTOR 0.50 X 0 0 0 JAMES EUCHER DIRECTOR 1.00 X 0 0 0 WILLIAM K FRIEDMAN PRESIDENT 50.00 X 236163 0 27730 MATTHEW LEIGHNINGER VICE PRESIDENT 50.00 X 120062 0 7412 DAVID SCHLEIFER VICE PRESIDENT 50.00 X 124790 0 21976 BRIAN SCIOS DIRECTOR OF COMMUNICATIONS 40.00 X 108196 0 20634 589211 0 77752 4 0 1 0 SOVA SOLUTIONS 1092 PIPESTERN PL POTOMAC MD 20854 STRATEGY PROGRAM DESIGN 302622 1 4809565 2181 4809565 CONTRACT REVENUE 541610 489298 489298 CONSULTING SERVICE FEE 541610 241962 241962 731260 41058 41058 223 223 159422 152148 7274 7274 7274 OTHER INCOME 900099 8345 8345 8345 5597725 731260 0 56900 X 263893 219335 19206 25352 1185448 985285 86278 113885 52746 43840 3839 5067 239486 199048 17430 23008 109921 91362 8000 10559 32350 32350 43 43 649204 482246 164400 2558 293 237 56 102958 67764 27270 7924 25504 18315 5425 1764 195713 113634 67820 14259 103436 64064 37675 1697 29750 17274 10309 2167 13859 8028 4780 1051 FOCUS GROUPS AND PROJEC 79072 78687 306 79 TRANSCRIPTS AND RESEARC 42416 42416 0 PROFESSIONAL DEVELOPMEN 3073 2820 79 174 3129165 2434355 485210 209600 1084804 381845 12950 3736477 828982 448117 15055 13434 136877 89253 75140 47624 801820 638682 30735 27435 2849486 5293614 198443 141466 39039 100000 237482 241466 X 1595594 4105271 1016410 946877 2612004 5052148 2849486 5293614 2468560 -28416 0 X X 0 1 X 1 0 X 1796571 4414474 3326492 480502 1111708 11129747 1796571 4414474 3326492 480502 1111708 11129747 8227711 2902036 119032 97381 85104 21974 41281 364772 8345 8345 11502864 4945952 0.25230 0.33990 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 INITIATIVES THAT ARE EXPECTED TO INCREASE PUBLICITY AND BROADEN THE DONOR BASE. REINVENTING OPPORTUNITY IS A TEN-YEAR COMMITMENT TO HELP COMMUNITIES AND ADDRESS STAGNATING OPPORTUNITY. THE YANKELOVICH CENTER WILL DEVELOP, DISSEMINATE AND APPLY OUR CO-FOUNDER'S SEMINAL IDEAS ABOUT DEMOCRACY, IDEAS THAT HAVE PROFOUNDLY INFLUENCED OUR OWN WORK. IN 2017, OUR FOUNDER DANIEL YANKELOVICH PASSED AWAY AND PUBLIC AGENDA INHERITED HIS IRA AND RECEIVED DISTRIBUTIONS FROM HIS GIVING ACCOUNT. THIS GIFT WAS MUCH HIGHER THAN PRIOR YEAR GIFTS AND WAS NOT EXPECTED. PUBLIC AGENDA'S BOARD OF DIRECTORS IS COMPRISED OF 12 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 - 2018 AMOUNT: $ 8,345. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: IRA INHERITANCE DATE: 12/04/17 AMOUNT: 1760277. DESCRIPTION: BEQUEST DATE: 07/28/18 AMOUNT: 3697857. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18020 2699 15321 89149 73103 16046 29708 13451 16257 47624 X 5569266 -28416 -28416 5597682 43 43 5597725 3129122 0 3129122 43 43 3129165 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 DECEMBER 31, 2015. X X X 0 0 0 0 0 0 0 0 0 WILLIAM K FRIEDMAN PRESIDENT 234381 0 0 0 1782 0 11897 0 15833 0 263893 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. 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 2018. 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 164,843. MANAGEMENT AND GENERAL EXPENSES 149,894. FUNDRAISING EXPENSES 2,558. TOTAL EXPENSES 317,295. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,506. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,506. SENIOR FELLOWS: PROGRAM SERVICE EXPENSES 317,403. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 317,403. 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.