2023-06-01T15:36:55-05:00 2022-12-31 FORVIS LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2022-01-01 813063099 Texas 2036 % TEXAS 2036 TEXA 4693842036 3889 MAPLE AVENUE STE 210 DALLAS TX 75219 JUSTIN COPPEDGE SVP, STRATEGY & OP 4693842036 2023-05-15 true JUSTIN COPPEDGE 999009999 Noelle Alberto P01704142 9727028262 2 2022 2023-04-26 12:10:37Z X MARGARET SPELLINGS 3889 MAPLE AVENUE STE 210 DALLAS TX 75219 9172271 false X TEXAS2036.ORG X 2016 TX TEXAS 2036 EMPOWERS TEXANS TO MAKE INFORMED DECISIONS USING DATA AND LONG-TERM STRATEGIC PLANNING TO SUSTAIN TEXAS AS THE BEST PLACE TO LIVE AND WORK. 36 36 42 170 0 17287976 9112626 50000 38889 0 20756 0 0 17337976 9172271 0 0 0 0 3935088 5184377 52642 105676 1008069 3970622 5455403 7958352 10745456 9379624 -1573185 17479949 15054232 2445519 1591057 15034430 13463175 X TO ENABLE TEXANS TO MAKE POLICY DECISIONS THROUGH ACCESSIBLE DATA, LONG-TERM PLANNING AND STATEWIDE ENGAGEMENT. false false 5603045 38889 In 2022, Texas 2036 leveraged its data-driven, research-informed, non-partisan approach to Texas state policy to develop and publish research, interactive data tools, and viable solutions for how the state might address complex and long-term issues facing Texas. In 2022, Texas 2036 also developed a focused Legislative Agenda and priorities that guide our work in 2023. During 2022, we also solidified our reputation as an expert resource for data, research, and thoughtful policy analysis for policy makers, business and community leaders, and everyday Texans. We prepared and shared hundreds of pages of data and policy analysis that were shared with legislative committees, government commissions, agencies, and business, non-profit and civic groups, as well as made available on our blog and social media. Texas 2036 continued to develop coalitions to build support for solutions to real and pressing needs. These coalitions include Digital Texas, which is focused on expanding access to high-speed broadband, and Aim Hire Texas, a statewide consortium of advocates, employers, non-profit organizations, and education and training providers working to improve the Texas workforce system for the benefit of all Texans and their employers. New in 2022, Texas 2036 cultivated, in a collaborative realignment with InvestEdTx, support for a strong Accountability and Assessment Defense system in our state's public schools. Texas 2036 also developed and initiated a number of projects to continue to build fact bases, data analyses, research summaries, reports, and other resources aligned with various goals of Texas 2036's Strategic Framework for the future of Texas that have been, or will be, made available to the public, with the goal of helping Texans and their policy makers better understand and contemplate solutions for the many challenges that Texas continues to face. 958671 At Texas 2036, data informs our policy work and is used to monitor the resulting progress. In 2022, Texas 2036 continued the expansion and creation of robust yet accessible data tools and published numerous reports outlining what the research/data indicates for our future. These resources are available to explore on our website at texas2036.org and provide data-driven insights about Texas across important policy areas including education, justice, natural resources, health and employment. In 2022, tools included a Community College Finance Simulator that models the outcomes of possible changes to the state's funding formula, an Advanced Coursetaking Dashboard that illuminates disparities in student access to advanced courses such as Algebra I in 8th grade, and a Hospital Pricing Transparency Dashboard tracking hospital compliance with new requirements to publicly disclose pricing, and more. Texas 2036 commissioned and supported various research projects that focused on developing unique data insights, including the multi-year Who are the Uninsured in Texas? Study to identify contributing barriers to increasing Texas' insured rate, the Blueprint for Addressing Texas' Water Infrastructure Crisis, and the Texas Law Enforcement Data Landscape Report, which analyzes TCOLE's data policies and hiring/disciplinary procedures. We also prioritized input from real Texans on what matters most to them through two statewide voter polls, the launch of an online Action Center, and our series of traveling Road Shows. The impact of this work and Texas' progress toward the long-term goals of our guiding Strategic Framework (revised and updated in 2022) are tracked through 36 primary indicators, comparisons to other peer states, and improvement across over 100 leading indicators. Texas 2036 continues to provide data tools and reports to ensure that Texans have access to quality, meaningful data to inform fact-based decision-making. 1388414 Texas 2036 believes it is critical for Texans across the state to know the challenges that our state faces, both now and into the future, and to understand the role that state policy plays in addressing those challenges and ensuring all Texans have the opportunity to flourish. In 2022, Texas 2036 shared pertinent data, research, reports, and expert insight on Texas' challenges and opportunities in accessible, accurate, and compelling ways. Texas 2036 staff shared information with the public through media interviews, op eds, blogs, presentations, panel discussions, social media, reports, infographics, one-pagers, and interactive websites. Texas 2036 visited communities and organized meetings across the state during multi-day visits in El Paso, Texarkana, Nacogdoches, Lufkin, Lubbock, Amarillo, Midland, Odessa, Longview and Tyler. Texas 2036 staff shared our research and data before conferences, events, and meetings across the state for a variety of stakeholder, industry, advocacy, business, and community groups. 7950130 true true false true false false false false false false true false false false true false true false false false false false false true false false false false false true false false false false false false false false false false false false false false false false false true 37 0 true 42 true false false false false false false false false false false false false X 36 36 false false true false false false false true true false false true true true true true true true true false AL AK CO CT DC FL KS KY ME MD MI MN NV NJ NC ND OH OK OR SC UT VA WA X X TEXAS 2036 4693842036 3889 MAPLE AVE STE 210 DALLAS TX 75219 X Margaret Spellings President/CEO 40.0 0.0 X 592867 0 25261 Arthur James Rodriguez Executive Vice President 40.0 0.0 X 345875 0 27366 JOHN HRYHORCHUK SVP OF POLICY AND ADVOCACY 40.0 0.0 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II-B, LINE 1 LOBBYING ACTIVITIES: A FEW EMPLOYEES AND CONTRACTORS OF THE ORGANIZATION SPENT AN INSUBSTANTIAL PART OF THEIR TIME PREPARING, REVIEWING, AND/OR DISCUSSING WITH STATE LEGISLATORS/LEGISLATIVE STAFF VARIOUS PIECES OF DRAFT LEGISLATION IN 2022 FOR CONSIDERATION DURING THE 2023 TEXAS LEGISLATIVE SESSION. 276210 124145 152065 152065 0 Lease Liabilities 712188 712188 9754569 1930 580368 582298 9172271 9172271 11325824 580368 580368 10745456 10745456 SCHEDULE D, PART X, LINE 2 ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITION UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. 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IN 2022, THE DATA FROM THE COMPENSATION REVIEW PERFORMED BY NFP COMPENSATION CONSULTING WAS CONSIDERED BY THE CEO WHEN MAKING COMPENSATION DECISIONS INCLUDING BONUSES. THE REPORT WAS ALSO USED BY THE EXECUTIVE COMMITTEE OF THE BOARD IN DETERMINING THE COMPENSATION, INCLUDING BONUS, OF THE CEO. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM AND REVIEWED IN DETAIL BY THE SVP, STRATEGY AND OPERATIONS WHO THEN PROVIDES IT TO THE PRESIDENT AND CEO, BOARD CHAIR, AND BUDGET AND AUDIT COMMITTEE OF THE BOARD FOR THEIR REVIEW. THE RETURN IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW AND APPROVAL BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY WITH PERIODIC ANNUALLY SIGNED STATEMENTS BY EMPLOYEES AND BOARD MEMBERS WHICH ARE THEN REVIEWED BY THE GENERAL COUNSEL TO IDENTIFY ANY POTENTIAL ISSUES. IF AN ISSUE IS IDENTIFIED, THE GENERAL COUNSEL REPORTS IT TO THE CEO AND THE BUDGET AND AUDIT COMMITTEE FOR THEIR CONSIDERATION. BOARD MEMBERS RECUSE THEMSELVES FROM VOTES RELATED TO THEIR EMPLOYERS, COMPANIES, OR ANY OTHER RELATED ENTITY. FORM 990, PART VI, SECTION B, LINE 15A & 15B COMPENSATION REVIEW: THE ORGANIZATION CONTRACTED NFP COMPENSATION CONSULTING TO PERFORM A COMPENSATION REVIEW IN 2022. THE STUDY RELIED ON COMPARABILITY DATA FROM SIMILARLY SITUATED ORGANIZATIONS. THE REPORT WAS USED BY THE EXECUTIVE COMMITTEE OF THE BOARD IN DETERMINING THE COMPENSATION OF THE CEO. THE EXECUTIVE COMMITTEE IS CHARGED WITH THE ANNUAL EVALUATION OF PERFORMANCE AND COMPENSATION OF THE CEO. THE STUDY WAS ALSO USED BY THE CEO IN DETERMINING COMPENSATION FOR OTHER OFFICERS AND EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE PUBLIC DISCLOSURE COPY OF THE FILED 990 IS AVAILABLE ON OUR WEBSITE. Form 990, Part VI, Line 4 Significant Changes to Governing Documents: AMENDED AND RESTATED BYLAWS WERE ADOPTED ON SEPTEMBER 22, 2022. THE CHANGES INCLUDE UPDATING THE TERM LIMITS FOR THE FOUNDING CHAIR AND CHAIR OF THE BOARD. THE BOARD POSITIONS THAT COMPOSE THE EXECUTIVE COMMITTEE WERE ALSO DEFINED. 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