PUBLIC AGENDA INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PUBLIC AGENDA INC (EIN 13-2847587)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-15
- IRS object ID
- 201331989349300013
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-07-15T09:39:00-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271728945 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 FIFTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132847587 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PUBLIC AGENDA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PUBL | NameControl |
| Phone | 2126866610 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 EAST 39TH STREET 9TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM K FRIEDMAN | Name |
| Title | PRESIDENT | Title |
| Phone | 2126866610 | Phone |
| Date Signed | 2013-07-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARRETT M HIGGINS | Name |
| PTIN | P00543209 | PTIN |
| Phone | 2122862600 | Phone |
| Date Prepared | 2013-07-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM K FRIEDMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 EAST 39TH STREET 9TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6351782 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.PUBLICAGENDA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 29 | TotalNbrEmployees |
| Total Nbr Volunteers | 12 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2924068 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3437326 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 44190 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 67450 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 42801 | InvestmentIncomePriorYear |
| Investment Income Current Year | 147129 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 53500 | OtherRevenuePriorYear |
| Other Revenue Current Year | -4177 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3064559 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3647728 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1621915 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1693615 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 19713 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 129221 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1741316 | OtherExpensePriorYear |
| Other Expenses Current Year | 1853947 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3363231 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3567275 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -298672 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 80453 | RevenuesLessExpensesCY |
| Total Assets BOY | 3155402 | TotalAssetsBOY |
| Total Assets EOY | 3422327 | TotalAssetsEOY |
| Total Liabilities BOY | 105814 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 238109 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3049588 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3184218 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1660060 | Expense |
| Revenue | 57450 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1208451 | Expense |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 169685 | Expense |
| Revenue | 10000 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3038196 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 20 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 29 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDITH L WEISSMAN SVP DIRECTOR OF FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2126866610 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 EAST 39TH STREET 9TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DR MITCHEL WALLERSTEIN | ||||||
| CHAIRMAN | 5.00 | X | X | 0 | 0 | 0 |
| DR LLOYD MORRISETT | ||||||
| VICE-CHAIR | 3.00 | X | X | 0 | 0 | 0 |
| CHRISTOPHER GATES | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| DANIEL YANKELOVICH | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| DEBORAH WADSWORTH DIRECTOR | ||||||
| TERM ENDED 9/30/12 | 1.00 | X | 0 | 0 | 0 | |
| DR ALICE HUANG DIRECTOR | ||||||
| TERM ENDED 7/31/12 | 5.00 | X | 0 | 0 | 0 | |
| DR ANN KIRSCHNER | ||||||
| DIRECTOR | 1.00 | 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 | 1.00 | X | 0 | 0 | 0 | |
| RUTH WOODEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SHIRLEY M MALCOLM | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| WILLIAM K FRIEDMAN | ||||||
| PRESIDENT | 60.00 | X | 196333 | 0 | 40639 | |
| ALISON KADLEC-HASSING | ||||||
| SVP, DIRECTOR OF PUBLIC ENGAGEMENT | 55.00 | X | 125182 | 0 | 36396 | |
| JUDITH L WEISSMAN | ||||||
| SVP, DIRECTOR OF FINANCE | 50.00 | X | 106299 | 0 | 35633 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 427814 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 112668 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||
| 101 EAST 27TH STREET | AUSTIN | TX | 787121539 | PROJECT PLANNER | 166744 |
| SOCIAL SCIENCE RESEARCH SOLUTIONS | |||||
| 155 GAITHER DRIVE SUITE A | MT LAUREL | NJ | 08054 | SURVEYS | 121979 |
| FARKAS DUFFETT RESEARCH GROUP LLC | |||||
| 6 EAST 39TH ST 9TH FLOOR | NEW YORK | NY | 10016 | RESEARCH SERVICES | 121185 |
| CLARK RESEARCH LLC | |||||
| 4610 S TECHNOPOLIS SUITE 103 | SIOUX FALLS | SC | 57106 | SURVEYS | 117604 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 3437326 | AllOtherContributions |
| Noncash Contributions | 48851 | NoncashContributions |
| Total Contributions | 3437326 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PUBLIC ENGAGEMENT | 900099 | 57450 | 57450 |
| COMMUNICATIONS CONSULTING | 900099 | 10000 | 10000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 67450 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 64680 | TotalRevenueColumn |
| Exclusion | $64,680 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 794 | TotalRevenueColumn |
| Exclusion | $794 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 63900 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 69217 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -5317 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5317 | TotalRevenueColumn |
| Exclusion | -$5,317 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2717286 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2634837 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 82449 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 82449 | TotalRevenueColumn |
| Exclusion | $82,449 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REIMBURSED EXPENSE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 346 | TotalRevenueColumn |
| Exclusion | $346 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 346 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3647728 | TotalRevenueColumn |
| Related Or Exempt Function Income | 67450 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $142,952 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 540482 | Total |
| Program Services | 481643 | ProgramServices |
| Management And General | 37891 | ManagementAndGeneral |
| Fundraising | 20948 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 849247 | Total |
| Program Services | 703730 | ProgramServices |
| Management And General | 92305 | ManagementAndGeneral |
| Fundraising | 53212 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27417 | Total |
| Program Services | 27357 | ProgramServices |
| Management And General | 60 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186054 | Total |
| Program Services | 152150 | ProgramServices |
| Management And General | 23479 | ManagementAndGeneral |
| Fundraising | 10425 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90415 | Total |
| Program Services | 76741 | ProgramServices |
| Management And General | 8678 | ManagementAndGeneral |
| Fundraising | 4996 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1300 | Total |
| Program Services | 1300 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29000 | Total |
| Program Services | 45 | ProgramServices |
| Management And General | 28955 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19713 | Total |
| Fundraising | 19713 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22355 | Total |
| Management And General | 22355 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 587176 | Total |
| Program Services | 587176 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21471 | Total |
| Program Services | 12468 | ProgramServices |
| Fundraising | 9003 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87286 | Total |
| Program Services | 61431 | ProgramServices |
| Management And General | 22175 | ManagementAndGeneral |
| Fundraising | 3680 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86432 | Total |
| Program Services | 42670 | ProgramServices |
| Management And General | 36678 | ManagementAndGeneral |
| Fundraising | 7084 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169395 | Total |
| Program Services | 89582 | ProgramServices |
| Management And General | 79813 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219325 | Total |
| Program Services | 212259 | ProgramServices |
| Management And General | 7066 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22122 | Total |
| Program Services | 12388 | ProgramServices |
| Management And General | 9734 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15659 | Total |
| Program Services | 8986 | ProgramServices |
| Management And General | 6513 | ManagementAndGeneral |
| Fundraising | 160 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| TRANSCIPTS/RESEARCH/SUR | 289693 | 289693 | |
| FOCUS GROUPS/VIDEO PROD | 208089 | 203913 | 4176 |
| REPAIRS AND MAINTENANCE | 47954 | 27974 | 19980 |
| VIDEO PRODUCTION | 46690 | 46690 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3567275 | Total |
| Program Services | 3038196 | ProgramServices |
| Management And General | 399858 | ManagementAndGeneral |
| Fundraising | 129221 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 414089 | BOY |
| EOY | 593448 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44346 | BOY |
| EOY | 42250 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 567459 | BOY |
| EOY | 437637 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28995 | BOY |
| EOY | 13400 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 188104 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 155564 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28792 | BOY |
| EOY | 32540 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2058338 | BOY |
| EOY | 2289575 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13383 | BOY |
| EOY | 13477 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3155402 | BOY |
| EOY | 3422327 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105814 | BOY |
| EOY | 238109 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105814 | BOY |
| EOY | 238109 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1191656 | BOY |
| EOY | 1157411 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1857932 | BOY |
| EOY | 2026807 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3049588 | BOY |
| EOY | 3184218 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3155402 | BOY |
| EOY | 3422327 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 80453 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 54177 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3191206 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2327952 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2121632 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2924068 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3437326 | CurrentTaxYear |
| Total | 14002184 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3191206 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2327952 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2121632 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2924068 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3437326 | CurrentTaxYear |
| Total | 14002184 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 7839399 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6162785 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 181143 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 77304 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 112054 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 94607 | CurrentTaxYearMinus1Year |
| Current Tax Year | 129374 | CurrentTaxYear |
| Total | 594482 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3052 | CurrentTaxYearMinus4Years |
| Current Tax Year | 346 | CurrentTaxYear |
| Total | 3398 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 14600064 | TotalSupport |
| Gross Receipts From Admissions Etc | 389133 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.42210 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.49140 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2008 AMOUNT: $ 1,052. 2009 AMOUNT: $ 0. 2010 AMOUNT: $ 0. 2011 AMOUNT: $ 0. 2012 AMOUNT: $ 0. REIMBURSED EXPENSE - 2008 AMOUNT: $ 0. 2009 AMOUNT: $ 0. 2010 AMOUNT: $ 0. 2011 AMOUNT: $ 0. 2012 AMOUNT: $ 346. HONORARIUMS - 2008 AMOUNT: $ 2,000. 2009 AMOUNT: $ 0. 2010 AMOUNT: $ 0. 2011 AMOUNT: $ 0. 2012 AMOUNT: $ 0. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 56922 | OtherCostOrOtherBasis |
| Depreciation | 56922 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 77602 | OtherCostOrOtherBasis |
| Depreciation | 45062 | Depreciation |
| Book Value | 32540 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 53580 | OtherCostOrOtherBasis |
| Depreciation | 53580 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 32540 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3748767 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 54177 | NetUnrealizedGainsInvestments |
| Other Revenues | 69217 | OtherRevenues |
| Revenue Not Rptd F990 | 123394 | RevenueNotRptdF990 |
| Revenue Subtotal | 3625373 | RevenueSubtotal |
| Investment Expenses Not Included | 22355 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 22355 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3647728 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3614137 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 69217 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 69217 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3544920 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 22355 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 22355 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3567275 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2009. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON PAGE, 9, PART VIII, LINE 6B 69,217. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON PAGE, 9, PART VIII, LINE 6B 69,217. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSTELLATION ADVANCEMENT LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 VILLAGE ROAD PO BOX 188 | AddressLine1 |
| City | NEW VERNON | City |
| State | NJ | State |
| ZIP Code | 07976 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DONOR CULTIVATION | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 19713 | AmountRetainedByContractor |
| Net To Organization | -19713 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 19713 | TotalRetainedByContractors |
| Total Net To Organization | -19713 | TotalNetToOrganization |
| Licensed States | NY | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | EXPLANATION FOR PAYMENT TO CONSTELLATION ADVANCEMENT, LLC: CONSTELLATION ADVANCEMENT, LLC HAS BEEN ENGAGED TO ASSIST THE PUBLIC AGENDA FOUNDATION, INC. (THE "FOUNDATION") WITH THE FOLLOWING:- A) ADVISING THE FOUNDATION WITH THE PLANNING AND MANAGEMENT OF THE FOUNDATION'S EFFORTS TO RAISE FUNDS IN AND TO SUPPLEMENT THE EFFORTS OF THE FOUNDATION IN THIS REGARD. B) IDENTIFYING POTENTIAL DONORS TO THE FOUNDATION AND WORKING IN A BOARD DEVELOPMENT EFFORT TO EXPAND THE NUMBER OF VOLUNTEER LEADERS INVOLVED WITH THE FOUNDATION; C) ADVISING THE FOUNDATION ON STRATEGIES FOR CULTIVATING THESE POTENTIAL DONORS; D) ARRANGING MEETINGS BETWEEN POTENTIAL DONORS OR DONOR ADVISORS AND THE FOUNDATION, AND IN SOME CASES, ATTENDING THOSE MEETINGS WITH THE FOUNDATION; E) ADVISING THE FOUNDATION ON APPROPRIATE NEXT STEPS (IN SOME CASES LEADING TO DIRECT SOLICITATIONS BY THE FOUNDATION). 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 FOUNDATION SHALL HAVE EXCLUSIVE RIGHTS TO CUSTODY AND CONTROL, MANAGEMENT, AND THE EXERCISE OF DOMINION OVER ANY FUNDS DONATED TO IT. G) THE FOUNDATION SHALL PERFORM THE SERVICES DESCRIBED ABOVE A REASONABLE MANNER REQUESTED BY AND AT THE DIRECTION OF THE FOUNDATION. THE FOUNDATION AGREES TO PAY CONSTELLATION ADVANCEMENT, LLC A FEE OF $3,500 PER MONTH. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM K FRIEDMAN | ||||||||||||||
| PRESIDENT | 196333 | 0 | 0 | 0 | 0 | 0 | 9845 | 0 | 30794 | 0 | 236972 | 0 | 0 | 0 |
| ALISON KADLEC-HASSING | ||||||||||||||
| SVP, DIRECTOR OF PUBLIC ENGAGEMENT | 125182 | 0 | 0 | 0 | 0 | 0 | 6250 | 0 | 30146 | 0 | 161578 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 48851 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I COLUMN (B). | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FOUNDATION 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 FOUNDATION, 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 CONFLICET-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 BOARD OF DIRECTORS, DURING EXECUTIVE SESSION, REVIEWS AND DECIDES ON THE COMPENSATIN OF THE PRESIDENT OF THE FOUNDATION. THIS COMPENSATION REVIEW PROCESS WAS LAST UNDERTAKEN ON JUNE 11, 2013 AND A DECISION WAS MADE TO INCREASE THE PRESIDENTS SALARY, EFFECTIVE JULY 1, 2013 (FROM A SALARY THAT HAS BEEN IN EFFECT SINCE JANUARY 1, 2011). ANOTHER REVIEW IS SCHEDULED FOR EARLY IN 2014. | |
| 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 | DEVELOPMENT AND STRATEGIC PLANNING CONSULTING: PROGRAM SERVICE EXPENSES 22,974. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,974. RESEARCH CONSULTANTS: PROGRAM SERVICE EXPENSES 175,160. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 175,160. PUBLIC ENGAGEMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 389,042. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 389,042. | OTHER FEES |
| FORM 990, PART XII, LINE 2C: | PUBLIC AGENDA FOUNDATION 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. | OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT |
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