2017-10-27T16:11:52-05:00 2016-12-31 271728945 PKF O'CONNOR DAVIES LLP 665 FIFTH AVENUE NEW YORK NY 10022 990 2016-01-01 132847587 PUBLIC AGENDA INC PUBL 2126866610 6 EAST 39TH STREET 9TH FLOOR NEW YORK NY 10016 JUDITH WEISSMAN PRESIDENT 2126866610 2017-10-27 1 GARRETT M HIGGINS P00543209 2122862600 2017-10-27 65.51.112.58 2017-10-27 11:21:12 ED P 8A2132EDD6189675F9F87A04A1E474E8E200C641 21CDA5856E286F7814D6EA7ECF6753F6BF244871 2016 2021-01-29 14:40:06Z WILLIAM K FRIEDMAN 6 EAST 39TH STREET 9TH FLOOR NEW YORK NY 10016 9723655 0 X WWW.PUBLICAGENDA.ORG X 1982 NY PUBLIC AGENDA HELPS DIVERSE LEADERS AND CITIZENS NAVIGATE COMPLEX, DIVISIVE ISSUES AND WORK TOGETHER ON SOLUTIONS. THROUGH NONPARTISAN RESEARCH, PUBLIC ENGAGEMENT AND COMMUNICATIONS, WE PROVIDE THE INSIGHT, TOOLS AND SUPPORT PEOPLE NEED TO BUILD COMMON GROUND AND MAKE PROGRESS ON SUCH CRITICAL CHALLENGES AS IMPROVING EDUCATION, MAKING HEALTHCARE AFFORDABLE, INFORMING IMMIGRATION POLICY, AND HELPING COMMUNITIES COME TO TERMS WITH CLIMATE CHANGE. IN DOING SO, WE ARE PROVING THAT IT IS POSSIBLE TO MAKE PROGRESS ON CRITICAL ISSUES REGARDLESS OF OUR DIFFERENCES.PUBLIC AGENDA WAS FOUNDED BY SOCIAL SCIENTIST AND AUTHOR DANIEL YANKELOVICH AND FORMER SECRETARY OF STATE CYRUS VANCE IN 1975. 14 14 29 15 0 0 4646284 3326492 833303 1435041 -13159 -33993 -6229 -30174 5460199 4697366 0 0 0 0 2179808 2700430 36000 0 403389 1911925 2477246 4127733 5177676 1332466 -480310 5440890 5288341 373087 650747 5067803 4637594 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 2456049 694581 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 FOR 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. 1170847 313033 RESEARCH:PUBLIC AGENDA CONDUCTS IN-DEPTH RESEARCH ON HOW CITIZENS THINK ABOUT PUBLIC PROBLEMS AND POTENTIAL SOLUTIONS. THE ORGANIZATION'S PARTICULAR EXPERTISE LIES IN CRAFTING RESEARCH STUDIES THAT EXPLORE DIFFERENT POINTS OF VIEW WITH EMPATHY AND PROBE BENEATH SURFACE RESPONSES TO CAPTURE THE PUBLIC'S CONCERNS, ASSUMPTIONS AND VALUES. PUBLIC AGENDA EMPLOYS SUCH RESEARCH TECHNIQUES AS ONE-ON-ONE INTERVIEWS, FOCUS GROUPS, AND SCIENTIFIC SURVEYS. OUR SIGNATURE LEARNING CURVE ANALYSIS FOCUS GROUP METHODOLOGY IS DESIGNED TO CAPTURE THE WAYS IN WHICH PEOPLE ENCOUNTER AND WORK THROUGH COMPLEX, DIVISIVE ISSUES, AND TO ILLUMINATE THE KINDS OF INFORMATION AND SUPPORT THAT HELPS PEOPLE TO DO SO.PUBLIC AGENDA'S RESEARCH SERVES TWO MAIN PURPOSES. THE FIRST IS TO INFORM PUBLIC POLICY BY BRINGING THE PUBLIC'S CONCERNS, VALUES AND IDEAS TO BEAR ON CURRENT POLICY DEBATES. THE SECOND IS TO INFORM EFFORTS TO BETTER ENGAGE STAKEHOLDERS AND/OR THE GENERAL PUBLIC SO THAT PEOPLE CAN BETTER LEARN ABOUT ISSUES AND WORK TOGETHER ON SOLUTIONS. 487959 427427 PUBLIC ENGAGEMENT:PUBLIC ENGAGEMENT, AN ESSENTIAL AND OFTEN MISSING INGREDIENT IN AMERICAN PUBLIC LIFE, IS CONCERNED WITH INVOLVING CITIZENS MORE FULLY AND MORE THOUGHTFULLY IN PUBLIC PROBLEM-SOLVING. PUBLIC AGENDA'S APPROACH IS SHAPED BY AN UNDERSTANDING OF THE STAGES THE PUBLIC GOES THROUGH TO COME TO TERMS WITH DIFFICULT ISSUES, A PROCESS WHICH IS OFTEN OUT OF SYNCH WITH LEADERS AND EXPERTS.PUBLIC AGENDA OFFERS NONPARTISAN, CAPACITY-BUILDING, PUBLIC ENGAGEMENT SUPPORT TO LEADERS AND CHANGE AGENTS IN COMMUNITIES AND PUBLIC INSTITUTIONS. WE CONDUCT RESEARCH, FRAME ISSUES FOR PRODUCTIVE DELIBERATION THROUGH OUR "CHOICEWORK DISCUSSION STARTERS, AND FACILITATE DIALOGUES TO ENHANCE ENGAGEMENT AND PROBLEM SOLVING BY DIVERSE STAKEHOLDERS, AND TRAIN PEOPLE WITH WHOM WE WORK TO FRAME ISSUES AND FACILITATE CONVERSATIONS SO THE WORK CAN PROGRESS AFTER A GIVEN PROJECT ENDS. OUR SIGNATURE COMMUNITY CONVERSATION MODEL HAS BEEN APPLIED IN HUNDREDS OF COMMUNITIES TO HELP CITIZENS, STAKEHOLDERS AND LEADERS BUILD COMMON GROUND ON TOUGH LOCAL ISSUES, SUCH AS CLOSING ACHIEVEMENT GAPS IN SCHOOLS OR DECIDING HOW TO DEAL WITH CLIMATE CHANGE. 205688 205688 4320543 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 27 0 29 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X JUDITH L WEISSMAN SVP DIRECTOR OF FINANCE 2126866610 6 EAST 39TH STREET 9TH FLOOR NEW YORK NY 10016 DR MITCHEL WALLERSTEIN CHAIRMAN 2.00 X X 0 0 0 DR ANN KIRSCHNER VICE CHAIR 2.00 X X 0 0 0 DR LLOYD MORRISETT DIRECTOR 1.00 X 0 0 0 RUTH WOODEN DIRECTOR 1.00 X 0 0 0 CHRISTOPHER GATES DIRECTOR 0.50 X 0 0 0 DANIEL YANKELOVICH FOUNDER & CHAIRMAN EMERITUS 0.50 X 0 0 0 HON DAVID MATHEWS DIRECTOR 0.50 X 0 0 0 NORTON GARFINKLE DIRECTOR 1.00 X 0 0 0 PHILIP HOWARD DIRECTOR THRU MARCH 2016 0.50 X 0 0 0 SHIRLEY M MALCOLM DIRECTOR 0.50 X 0 0 0 BETTY SUE FLOWERS DIRECTOR 1.00 X 0 0 0 WENDY PURIEFOY DIRECTOR 0.50 X 0 0 0 STEPHEN B SCHOENBAUM DIRECTOR 0.50 X 0 0 0 ROBERT Y SHAPIRO DIRECTOR 0.50 X 0 0 0 LILIAN WU DIRECTOR 0.50 X 0 0 0 WILLIAM K FRIEDMAN PRESIDENT 50.00 X 256217 0 35544 ALISON KADLEC-HASSING SVP, DIRECTOR OF PUBLIC EN. 50.00 X 175370 0 45594 JUDITH L WEISSMAN SVP, DIRECTOR OF FINANCE 50.00 X 153251 0 44535 MATTHEW LEIGHNINGER VICE PRESIDENT 50.00 X 115842 0 5899 ERIN KNEPLER ASSOCIATE DIRECTOR 50.00 X 115194 0 6792 815874 0 138364 5 0 1 0 COLUMBIA UNIVERSITY TEACHERS COLLEGE 525 WEST 120TH STREET BOX 21 47C NEW YORK NY 10027 RESEARCH SERVICES 349738 SOCIAL SCIENCE RESEARCH SOLUTIONS 53 W BALTIMORE PIKE MEDIA PA 19063 SURVEY 268960 THE ASPEN INSTITUTE 155 GAITHER DRIVE SUITE A MT LAUREL NJ 08054 RESEARCH SERVICES 256655 TIDES CENTER PO BOX 29907 SAN FRANCISCO CA 94129 ADMINISTRATION 173493 BURNESS COMMUNICATIONS 7910 WOODMONT AVENUE SUITE 700 BETHESDA MD 20814 COMMUNICATIONS 150500 6 3326492 3326492 CONSULTING SERVICE FEES 541610 878960 878960 CONTRACT REVENUE 541610 556081 556081 1435041 28860 28860 606 606 55638 86418 -30780 -30780 -30780 4877018 4939871 -62853 -62853 -62853 4697366 1435041 0 -64167 X 710511 566907 59062 84542 1476409 1178007 122727 175675 63491 50658 5278 7555 311782 248766 25918 37098 138237 110298 11491 16448 4919 4919 32050 32050 6637 6637 991367 953876 37491 25749 500 25249 167047 147126 3044 16877 50873 18237 31265 1371 310416 189612 90584 30220 217294 212518 4776 32816 21649 8373 2794 19215 13480 4300 1435 TRANSCIPTS/RESEARCH/SUR 437784 437784 FOCUS GROUPS AND PROJEC 145103 143500 1603 REPAIRS AND MAINTENANCE 22278 19546 210 2522 PROFESSIONAL DEVELOPMEN 13698 8079 5619 5177676 4320543 453744 403389 1108599 564136 2224640 926096 520215 1801039 600687 872395 18706 20587 377944 278404 58119 99540 896390 962548 13534 42000 5440890 5288341 280843 538555 92244 67763 0 44429 373087 650747 X 978545 893319 4089258 3744275 5067803 4637594 5440890 5288341 -480310 50102 0 X X 0 1 X 1 0 X 3437326 2938908 1796571 4646284 3326492 16145581 3437326 2938908 1796571 4646284 3326492 16145581 11143280 5002301 129374 112963 119032 97381 85104 543854 346 346 16689781 4492256 0.29970 0.35550 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REIMBURSED EXPENSE - 2012 AMOUNT: $ 346. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68422 57279 11143 224111 164360 59751 85411 56765 28646 99540 DEFERRED RENT 44429 44429 X 4827249 50102 86418 136520 4690729 6637 6637 4697366 5257458 86418 86418 5171040 6637 6637 5177677 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, 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 86,418. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 86,418. X X X 0 0 0 0 0 0 0 0 0 WILLIAM K FRIEDMAN PRESIDENT 254435 0 0 0 1782 0 12792 0 22752 0 291761 0 0 0 ALISON KADLEC-HASSING SVP, DIRECTOR OF PUBLIC EN. 175100 0 0 0 270 0 8755 0 36839 0 220964 0 0 0 JUDITH L WEISSMAN SVP, DIRECTOR OF FINANCE 152630 0 0 0 621 0 7725 0 36810 0 197786 0 0 0 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 DIRECTOR OF FINANCE 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 SENDS TO EACH BOARD MEMBER ANNUALLY A COPY OF ITS CONFLICT-OF-INTERESTS AND CODE-OF-ETHICS FORMS, WHICH EACH BOARD MEMBER MUST FILL OUT, SIGN, AND RETURN TO PUBLIC AGENDA. THE DIRECTOR OF FINANCE 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. THE LAST TIME THIS PROCESS TOOK PLACE WAS IN MAY 2016. 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. 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: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,000. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 372,485. MANAGEMENT AND GENERAL EXPENSES 10,460. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 382,945. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 1,081. MANAGEMENT AND GENERAL EXPENSES 5,031. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,112. RESEARCH SERVICES: PROGRAM SERVICE EXPENSES 430,310. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 430,310. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 150,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 150,000. 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.