PUBLIC AGENDA INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PUBLIC AGENDA INC (EIN 13-2847587)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-03
- IRS object ID
- 201643089349301229
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-03T15:22:13-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132847587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUBLIC AGENDA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PUBL | BusinessNameControlTxt |
| Phone | 2126866610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 EAST 39TH STREET 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH WEISSMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126866610 | PhoneNum |
| Signature | 2016-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2016-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM K FRIEDMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 EAST 39TH STREET 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,259,832 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PUBLICAGENDA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,796,571 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,646,284 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $866,767 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $833,303 | CYProgramServiceRevenueAmt |
| PY Investment Income | $141,870 | PYInvestmentIncomeAmt |
| CY Investment Income | -$13,159 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$3,009 | PYOtherRevenueAmt |
| CY Other Revenue | -$6,229 | CYOtherRevenueAmt |
| PY Total Revenue | $2,802,199 | PYTotalRevenueAmt |
| CY Total Revenue | $5,460,199 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,891,837 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,179,808 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $24,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $36,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $219,187 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $990,153 | PYOtherExpensesAmt |
| CY Other Expenses | $1,911,925 | CYOtherExpensesAmt |
| PY Total Expenses | $2,905,990 | PYTotalExpensesAmt |
| CY Total Expenses | $4,127,733 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$103,791 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,332,466 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,876,021 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,440,890 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $118,015 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $373,087 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,758,006 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,067,803 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,264,057 | ExpenseAmt |
| Revenue | $467,921 | RevenueAmt |
| Desc | 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 FORTO 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $634,908 | ExpenseAmt |
| Revenue | $220,964 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $341,737 | ExpenseAmt |
| Revenue | $46,340 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $202,227 | ExpenseAmt |
| Revenue | $98,078 | RevenueAmt |
| Desc | COMMUNICATIONS ACTIVITIES:PUBLIC AGENDA USES ITS COMMUNICATIONS TO FURTHER ITS MISSION OF IMPROVING DEMOCRATIC PROBLEM SOLVING IN A NUMBER OF WAYS. FIRST, TO DISSEMINATE OUR RESEARCH REPORTS AND ENGAGEMENT TOOLS AND MATERIALS, SO THEY HAVE THE WIDEST POSSIBLE IMPACTS. SECOND, TO MAKE OUR CITIZEN EDUCATION MATERIALS (SUCH AS THE NONPARTISAN CITIZENS SOLUTIONS GUIDES SERIES ON ELECTION-YEAR ISSUES IN 2012) WIDELY AVAILABLE TO EDUCATORS, STUDENTS, CIVIC GROUPS AND INDIVIDUALS WHO WANT TO LEARN ABOUT ISSUES AND DECIDE WHERE THEY STAND ON THEM. MOREOVER, OUR WEBBY-NOMINATED WEBSITE, PUBLIC AGENDA ONLINE, AND OUR SOCIAL NETWORKING ACTIVITIES ALL ENHANCE OUR EFFORTS TO HELP DIVERSE LEADERS AND CITIZENS NAVIGATE COMPLEX AND DIVISIVE ISSUES AND DEVELOP SUSTAINABLE SOLUTIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $202,227 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $98,078 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,442,929 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 26 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDITH L WEISSMAN SVP DIRECTOR OF FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126866610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 EAST 39TH STREET 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DR MITCHEL WALLERSTEIN | |||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR LLOYD MORRISETT | |||||||
| CHAIR, AUDIT COMMITTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER GATES | |||||||
| CHAIR, FINANCE COMMITTEE | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR ANN KIRSCHNER | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RUTH WOODEN | |||||||
| CHAIR, FUNDRAISING COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL YANKELOVICH | |||||||
| FOUNDER & CHAIRMAN EMERITUS | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| HON DAVID MATHEWS | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| NORTON GARFINKLE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP HOWARD | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SHIRLEY M MALCOLM | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BETTY SUE FLOWERS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDY PURIEFOY | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN B SCHOENBAUM | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT Y SHAPIRO | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LILIAN WU | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM K FRIEDMAN | |||||||
| PRESIDENT | 50.00 | Yes (X) | $235,393 | $0 | $35,201 | ||
| ALISON KADLEC-HASSING | |||||||
| SVP, DIRECTOR OF PUBLIC EN | 60.00 | Yes (X) | $171,103 | $0 | $44,010 | ||
| JUDITH L WEISSMAN | |||||||
| SVP, DIRECTOR OF FINANCE | 50.00 | Yes (X) | $149,269 | $0 | $44,491 | ||
| CAROLIN HAGELSKAMP | |||||||
| DIRECTOR OF RESEARCH | 50.00 | $111,542 | $0 | $27,481 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $667,307 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $151,183 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLA SHEID LONG | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1417 HANSON DRIVE | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PROJECTS CONSULTING | ServicesDesc |
| Compensation | $174,296 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,646,284 | AllOtherContributionsAmt |
| Noncash Contributions | $3,635 | NoncashContributionsAmt |
| Total Contributions | $4,646,284 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONSULTING SERVICE FEES | 541610 | $519,761 | $519,761 |
| CONTRACT REVENUE | 541610 | $215,464 | $215,464 |
| WADSWORTH PROJECT REVENUE | 900099 | $98,078 | $98,078 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $833,303 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,674 | TotalRevenueColumnAmt |
| Exclusion | $26,674 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $548 | TotalRevenueColumnAmt |
| Exclusion | $548 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $70,159 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $76,936 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$6,777 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,777 | TotalRevenueColumnAmt |
| Exclusion | -$6,777 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,682,864 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,722,697 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$39,833 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$39,833 | TotalRevenueColumnAmt |
| Exclusion | -$39,833 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,460,199 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $833,303 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$19,388 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $679,466 | TotalAmt |
| Program Services | $553,488 | ProgramServicesAmt |
| Management And General | $87,959 | ManagementAndGeneralAmt |
| Fundraising | $38,019 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,124,176 | TotalAmt |
| Program Services | $915,745 | ProgramServicesAmt |
| Management And General | $145,529 | ManagementAndGeneralAmt |
| Fundraising | $62,902 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,953 | TotalAmt |
| Program Services | $37,433 | ProgramServicesAmt |
| Management And General | $5,949 | ManagementAndGeneralAmt |
| Fundraising | $2,571 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,731 | TotalAmt |
| Program Services | $148,851 | ProgramServicesAmt |
| Management And General | $23,655 | ManagementAndGeneralAmt |
| Fundraising | $10,225 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,482 | TotalAmt |
| Program Services | $120,138 | ProgramServicesAmt |
| Management And General | $19,092 | ManagementAndGeneralAmt |
| Fundraising | $8,252 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,543 | TotalAmt |
| Management And General | $7,543 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,500 | TotalAmt |
| Management And General | $31,500 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,000 | TotalAmt |
| Fundraising | $36,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,456 | TotalAmt |
| Management And General | $11,456 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,190 | TotalAmt |
| Program Services | $643,052 | ProgramServicesAmt |
| Management And General | $37,138 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,445 | TotalAmt |
| Program Services | $7,227 | ProgramServicesAmt |
| Fundraising | $61,218 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,299 | TotalAmt |
| Program Services | $133,299 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,039 | TotalAmt |
| Program Services | $747 | ProgramServicesAmt |
| Management And General | $21,292 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,429 | TotalAmt |
| Program Services | $218,950 | ProgramServicesAmt |
| Management And General | $26,479 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,852 | TotalAmt |
| Program Services | $198,466 | ProgramServicesAmt |
| Management And General | $28,386 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,404 | TotalAmt |
| Program Services | $5,930 | ProgramServicesAmt |
| Management And General | $474 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,796 | TotalAmt |
| Program Services | $14,473 | ProgramServicesAmt |
| Management And General | $4,323 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,379 | TotalAmt |
| Program Services | $14,627 | ProgramServicesAmt |
| Management And General | $3,752 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FOCUS GROUPS AND PROJEC | $301,520 | $301,520 |
| TRANSCIPTS/RESEARCH/SUR | $81,146 | $81,146 |
| REPAIRS AND MAINTENANCE | $24,410 | $24,410 |
| VIDEO PRODUCTION | $15,000 | $15,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,517 | TotalAmt |
| Program Services | $8,427 | ProgramServicesAmt |
| Management And General | $11,090 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,127,733 | TotalAmt |
| Program Services | $3,442,929 | ProgramServicesAmt |
| Management And General | $465,617 | ManagementAndGeneralAmt |
| Fundraising | $219,187 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $765,060 | BOYAmt |
| EOY | $1,108,599 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,435 | BOYAmt |
| EOY | $2,224,640 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,958 | BOYAmt |
| EOY | $520,215 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,381 | BOYAmt |
| EOY | $600,687 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,552 | BOYAmt |
| EOY | $18,706 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $303,707 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $245,588 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,401 | BOYAmt |
| EOY | $58,119 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,237,714 | BOYAmt |
| EOY | $896,390 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,520 | BOYAmt |
| EOY | $13,534 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,876,021 | BOYAmt |
| EOY | $5,440,890 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,104 | BOYAmt |
| EOY | $280,843 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,416 | BOYAmt |
| EOY | $92,244 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,495 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,015 | BOYAmt |
| EOY | $373,087 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $931,681 | BOYAmt |
| EOY | $978,545 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,826,325 | BOYAmt |
| EOY | $4,089,258 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,758,006 | BOYAmt |
| EOY | $5,067,803 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,876,021 | BOYAmt |
| EOY | $5,440,890 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,332,466 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$22,669 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,924,068 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,437,326 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,938,908 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,796,571 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,646,284 | CurrentTaxYearAmt |
| Total | $15,743,157 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,924,068 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,437,326 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,938,908 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,796,571 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,646,284 | CurrentTaxYearAmt |
| Total | $15,743,157 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,948,987 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,794,170 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $129,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,032 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,381 | CurrentTaxYearAmt |
| Total | $553,357 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $346 | CurrentTaxYearMinus3YearsAmt |
| Total | $346 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,296,860 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,101,405 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.35550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.43040 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | REIMBURSED EXPENSE - 2012 AMOUNT: $ 346. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,922 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,922 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $193,205 | OtherCostOrOtherBasisAmt |
| Depreciation | $135,086 | DepreciationAmt |
| Book Value | $58,119 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,580 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,580 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $58,119 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,503,010 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$22,669 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $76,936 | OtherRevenueAmt |
| Revenue Not Reported | $54,267 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,448,743 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $11,456 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $11,456 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,460,199 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,193,213 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $76,936 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $76,936 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,116,277 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,456 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $11,456 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,127,733 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2012. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 76,936. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 76,936. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | SEE PART V | SpecificServicesProvidedTxt |
| Region Total Expenditures | $31,858 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $31,858 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $31,858 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE F, PART I, LINE 3, COLUMN(E) | THE SERVICES INCLUDE THE FOLLOWINGS: 1. PREPARATION FOR DELIVERING THE PROGRAM IN SOUTH AUSTRALIA INCLUDING ADVISING, TRAINING AND PUBLIC SPEAKING TO A RANGE OF SOUTH AUSTRALIAN LEADERS AND INTEREST GROUPS. 2. AN INFORMAL FOLLOW-UP REPORT OF OBSERVATIONS AND RECOMMENDATIONS FOR THE BETTER TOGETHER TEAM. |
| FORM 990, SCHEDULE F, PART I, LINE 3, COLUMN(F) | THE METHOD USED TO ACCOUNT FOR EXPENDITURES IS THE ACCRUAL METHOD. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSTELLATION ADVANCEMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 VILLAGE ROAD PO BOX 188 | AddressLine1Txt |
| City | NEW VERNON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07976 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DONOR CULTIVATION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $36,000 | RetainedByContractorAmt |
| Net To Organization | -$36,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $36,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$36,000 | TotalNetToOrganizationAmt |
| Licensed States | NY | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | EXPLANATION FOR PAYMENT TO CONSTELLATION ADVANCEMENT, LLC: CONSTELLATION ADVANCEMENT, LLC HAS BEEN ENGAGED TO ASSIST THE PUBLIC AGENDA, INC. (THE ORGANIZATION") WITH THE FOLLOWING: A) ADVISING THE ORGANIZATION WITH THE PLANNING AND MANAGEMENT OF THE ORGANIZATION'S EFFORTS TO RAISE FUNDS IN AND TO SUPPLEMENT THE EFFORTS OF THE ORGANIZATION IN THIS REGARD. B) IDENTIFYING POTENTIAL DONORS TO THE ORGANIZATION AND WORKING IN A BOARD DEVELOPMENT EFFORT TO EXPAND THE NUMBER OF VOLUNTEER LEADERS INVOLVED WITH THE ORGANIZATION; C) ADVISING THE ORGANIZATION ON STRATEGIES FOR CULTIVATING THESE POTENTIAL DONORS; D) ARRANGING MEETINGS BETWEEN POTENTIAL DONORS OR DONOR ADVISORS AND THE ORGANIZATION, AND IN SOME CASES, ATTENDING THOSE MEETINGS WITH THE ORGANIZATION; E) ADVISING THE ORGANIZATION ON APPROPRIATE NEXT STEPS (IN SOME CASES LEADING TO DIRECT SOLICITATIONS BY THE ORGANIZATION). F) NOTWITHSTANDING ANY LANGUAGE IN THIS AGREEMENT TO THE CONTRARY, CONSTELLATION ADVANCEMENT, LLC SHALL NOT (I) SOLICIT CONTRIBUTIONS OR (II) HAVE ACCESS TO CONTRIBUTIONS OR OTHER RECEIPTS FROM A SOLICITATION OR AUTHORITY TO PAY EXPENSES ASSOCIATED WITH ANY SOLICITATION. THE ORGANIZATION SHALL HAVE EXCLUSIVE RIGHTS TO CUSTODY AND CONTROL, MANAGEMENT, AND THE EXERCISE OF DOMINION OVER ANY FUNDS DONATED TO IT. G) THE ORGANIZATION SHALL PERFORM THE SERVICES DESCRIBED ABOVE A REASONABLE MANNER REQUESTED BY AND AT THE DIRECTION OF THE ORGANIZATION. THE ORGANIZATION AGREES TO PAY CONSTELLATION ADVANCEMENT, LLC A FEE OF $3,000 PER MONTH. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM K FRIEDMAN | ||||||||||||||
| PRESIDENT | $233,611 | $0 | $0 | $0 | $1,782 | $0 | $11,750 | $0 | $23,451 | $0 | $270,594 | $0 | $0 | $0 |
| ALISON KADLEC-HASSING | ||||||||||||||
| SVP, DIRECTOR OF PUBLIC EN | $170,833 | $0 | $0 | $0 | $270 | $0 | $8,542 | $0 | $35,468 | $0 | $215,113 | $0 | $0 | $0 |
| JUDITH L WEISSMAN | ||||||||||||||
| SVP, DIRECTOR OF FINANCE | $148,648 | $0 | $0 | $0 | $621 | $0 | $7,511 | $0 | $36,980 | $0 | $193,760 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT'S SALARY IS ESTABLISHED BY AND REVIEWED BY THE BOARD OF DIRECTORS. THE PRESIDENT'S SALARY DID NOT CHANGE IN 2015. AS PART OF THE DECISION PROCESS IN DETERIMINING 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 WILL SEND AN EMAIL CONFIRMING THE SALARY APPROVAL TO THE DIRECTOR OF FINANCE BEFORE A CHANGE IS PUT INTO EFFECT. |
| 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 580,404. MANAGEMENT AND GENERAL EXPENSES 37,138. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 617,542. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,122. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,122. SENIOR FELLOWS FEES: PROGRAM SERVICE EXPENSES 61,526. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,526. |
| 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. |
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