2016-11-03T15:22:13-05:00 2015-12-31 271728945 PKF O'CONNOR DAVIES LLP 665 FIFTH AVENUE NEW YORK NY 10022 990 2015-01-01 132847587 PUBLIC AGENDA INC PUBL 2126866610 6 EAST 39TH STREET 9TH FLOOR NEW YORK NY 10016 JUDITH WEISSMAN PRESIDENT 2126866610 2016-11-03 1 GARRETT M HIGGINS P00543209 2122862600 2016-11-03 2015 2017-02-10 21:41:12Z WILLIAM K FRIEDMAN 6 EAST 39TH STREET 9TH FLOOR NEW YORK NY 10016 7259832 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. 15 15 26 15 0 0 1796571 4646284 866767 833303 141870 -13159 -3009 -6229 2802199 5460199 0 0 0 0 1891837 2179808 24000 36000 219187 990153 1911925 2905990 4127733 -103791 1332466 3876021 5440890 118015 373087 3758006 5067803 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 2264057 467921 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. 634908 220964 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. 341737 46340 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. 202227 98078 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. 202227 98078 3442929 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 34 0 26 1 0 0 0 0 0 0 0 0 0 0 X 15 15 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 LLOYD MORRISETT CHAIR, AUDIT COMMITTEE 1.00 X X 0 0 0 CHRISTOPHER GATES CHAIR, FINANCE COMMITTEE 0.50 X X 0 0 0 DR ANN KIRSCHNER VICE CHAIR 2.00 X X 0 0 0 RUTH WOODEN CHAIR, FUNDRAISING COMMITTEE 1.00 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 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 235393 0 35201 ALISON KADLEC-HASSING SVP, DIRECTOR OF PUBLIC EN 60.00 X 171103 0 44010 JUDITH L WEISSMAN SVP, DIRECTOR OF FINANCE 50.00 X 149269 0 44491 CAROLIN HAGELSKAMP DIRECTOR OF RESEARCH 50.00 X 111542 0 27481 667307 0 151183 4 0 1 0 CHARLA SHEID LONG 1417 HANSON DRIVE FRANKLIN TN 37067 PROJECTS CONSULTING 174296 1 4646284 3635 4646284 CONSULTING SERVICE FEES 541610 519761 519761 CONTRACT REVENUE 541610 215464 215464 WADSWORTH PROJECT REVENUE 900099 98078 98078 833303 26674 26674 548 548 70159 76936 -6777 -6777 -6777 1682864 1722697 -39833 -39833 -39833 5460199 833303 0 -19388 X 679466 553488 87959 38019 1124176 915745 145529 62902 45953 37433 5949 2571 182731 148851 23655 10225 147482 120138 19092 8252 7543 7543 31500 31500 36000 36000 11456 11456 680190 643052 37138 68445 7227 61218 133299 133299 22039 747 21292 245429 218950 26479 226852 198466 28386 6404 5930 474 18796 14473 4323 18379 14627 3752 FOCUS GROUPS AND PROJEC 301520 301520 TRANSCIPTS/RESEARCH/SUR 81146 81146 REPAIRS AND MAINTENANCE 24410 24410 VIDEO PRODUCTION 15000 15000 19517 8427 11090 4127733 3442929 465617 219187 765060 1108599 35435 2224640 546958 520215 168381 600687 73552 18706 303707 245588 35401 58119 2237714 896390 13520 13534 3876021 5440890 85104 280843 4416 92244 28495 0 118015 373087 X 931681 978545 2826325 4089258 3758006 5067803 3876021 5440890 1332466 -22669 0 X X 0 1 X 1 0 X 2924068 3437326 2938908 1796571 4646284 15743157 2924068 3437326 2938908 1796571 4646284 15743157 9948987 5794170 94607 129374 112963 119032 97381 553357 346 346 16296860 3101405 0.35550 0.43040 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REIMBURSED EXPENSE - 2012 AMOUNT: $ 346. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56922 56922 0 193205 135086 58119 53580 53580 0 58119 X 5503010 -22669 76936 54267 5448743 11456 11456 5460199 4193213 76936 76936 4116277 11456 11456 4127733 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. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES SEE PART V 31858 0 0 0 0 0 0 31858 0 31858 0 0 0 0 0 0 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. X X X 1 CONSTELLATION ADVANCEMENT LLC 17 VILLAGE ROAD PO BOX 188 NEW VERNON NJ 07976 DONOR CULTIVATION 0 0 36000 -36000 36000 -36000 NY SCHEDULE G, PART I, LINE 2B, COLUMN (V) 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. X 0 0 0 0 0 0 0 0 0 WILLIAM K FRIEDMAN PRESIDENT 233611 0 0 0 1782 0 11750 0 23451 0 270594 0 0 0 ALISON KADLEC-HASSING SVP, DIRECTOR OF PUBLIC EN 170833 0 0 0 270 0 8542 0 35468 0 215113 0 0 0 JUDITH L WEISSMAN SVP, DIRECTOR OF FINANCE 148648 0 0 0 621 0 7511 0 36980 0 193760 0 0 0 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.