Totals
- Total revenue
- $10,047,702
- Total expenses
- $8,562,705
- Contributions and grants received
- $9,660,571
- Grants paid
- $0
- Program service revenue
- $111,718
- Investment income
- $275,413
- Other revenue
- $0
- Total assets, end of year
- $14,268,198
- Total liabilities, end of year
- $686,704
- Net assets or fund balances, end of year
- $13,581,494
- Program services expenses (Part IX)
- $6,143,100
- Management and general expenses
- $1,489,034
- Fundraising expenses
- $930,571
- Program service expenses (Part III)
- $6,143,100
Program services were 71.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$9,660,571
-
1g · Noncash contributions included above
$529,162
-
2a · Program service revenue: CONTRACT REVENUE
total $111,718 · related or exempt $111,718
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $275,413 · excluded $275,413
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $0
-
8c · Net income from fundraising events
total $0
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,920,450 · program services $958,027 · management and general $632,178 · fundraising $330,245
-
7 · Other salaries and wages
total $2,749,789 · program services $2,115,353 · management and general $356,945 · fundraising $277,491
-
8 · Pension plan contributions
total $190,952 · program services $138,947 · management and general $29,817 · fundraising $22,188
-
9 · Other employee benefits
total $205,120 · program services $150,351 · management and general $30,981 · fundraising $23,788
-
10 · Payroll taxes
total $310,352 · program services $203,335 · management and general $62,675 · fundraising $44,342
-
11b · Fees: legal
total $95,293 · program services $0 · management and general $95,293 · fundraising $0
-
11c · Fees: accounting
total $54,642 · program services $0 · management and general $54,642 · fundraising $0
-
11d · Fees: lobbying
total $34,154 · program services $0 · management and general $34,154 · fundraising $0
-
11e · Fees: professional fundraising services
total $84,474 · fundraising $84,474
-
11f · Fees: investment management
total $8,193 · program services $0 · management and general $8,193 · fundraising $0
-
11g · Fees: other
total $1,650,759 · program services $1,598,673 · management and general $47,233 · fundraising $4,853
-
12 · Advertising and promotion
total $140,390 · program services $137,167 · management and general $0 · fundraising $3,223
-
13 · Office expenses
total $79,017 · program services $47,886 · management and general $15,399 · fundraising $15,732
-
14 · Information technology
total $217,354 · program services $131,148 · management and general $43,165 · fundraising $43,041
-
16 · Occupancy
total $424,327 · program services $345,166 · management and general $36,496 · fundraising $42,665
-
17 · Travel
total $180,462 · program services $122,881 · management and general $32,599 · fundraising $24,982
-
19 · Conferences, conventions and meetings
total $151,053 · program services $132,290 · management and general $6,569 · fundraising $12,194
-
22 · Depreciation, depletion and amortization
total $63,678 · program services $61,876 · management and general $1,802 · fundraising $0
-
24a · Other expenses: Bank Fees
total $2,246 · management and general $893 · fundraising $1,353
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,024,708 · end of year $3,127,692
-
2 · Savings and temporary cash investments
beginning of year $3,607,385 · end of year $1,040,598
-
3 · Pledges and grants receivable
beginning of year $2,807,074 · end of year $3,605,001
-
4 · Accounts receivable
beginning of year $36,794 · end of year $56,357
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $117,075 · end of year $94,085
-
10a · Land, buildings and equipment: cost or other basis
$318,392
-
10b · Land, buildings and equipment: accumulated depreciation
$250,095
-
10c · Land, buildings and equipment, net
beginning of year $131,975 · end of year $68,297
-
11 · Investments: publicly traded securities
beginning of year $1,695,341 · end of year $6,120,117
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $392,495 · end of year $156,051
-
17 · Accounts payable and accrued expenses
beginning of year $278,294 · end of year $504,811
-
18 · Grants payable
beginning of year $75,000 · end of year $0
-
19 · Deferred revenue
beginning of year $24,375 · end of year $19,500
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $418,267 · end of year $162,393
-
27 · Net assets without donor restrictions
beginning of year $4,980,592 · end of year $5,494,304
-
28 · Net assets with donor restrictions
beginning of year $7,036,319 · end of year $8,087,190
Mission and programs · 2024
Mission
TO ENABLE TEXANS TO MAKE POLICY DECISIONS THROUGH ACCESSIBLE DATA, LONG-TERM PLANNING AND STATEWIDE ENGAGEMENT.
Activities or mission (Part I)
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.
-
In 2024, Texas 2036 applied its data-driven, research-informed, non-partisan approach to addressing the significant challenges facing Texas by developing and publishing research, interactive data tools, and viable solutions for how the state might address complex and long-term issues facing Texas. Guided by the goals and priorities outlined in our strategic framework for the state, we prepared and shared hundreds of pages of data and policy analysis with legislative committees, government commissions, agencies, and business, non-profit, and civic groups. These were also made freely available to the public on our website. We also engaged in the rulemaking process for House Bills 8 and 1605 (88R). Texas 2036 continued to develop and engage with coalitions of stakeholders including 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; the States for the Future network, a collaboration of organizations and states pursuing a new approach to solving the significant and systemic challenges that individual states - and the nation as a whole - face now and into the future. 2024 also included the formation of a new Texas water funding coalition, a collaboration of Texas business leaders and organizations from across the state urging the Texas Legislature to establish a dedicated revenue source to fund water projects including expanding the state's water supply portfolio and fixing aging and deteriorating water systems; and the Employers for Child Care, a diverse group of business leaders who are working together to develop and advocate for public policy reforms to expand working families' access to affordable, quality childcare in Texas. Texas 2036 also developed and initiated several projects to continue to establish clear facts about the challenges and opportunities facing Texas, including 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, to help Texans and their policymakers better understand and contemplate solutions for the many challenges that Texas continues to face.
Expenses $2,860,397
-
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 2024, Texas 2036 staff visited communities and organized meetings across the state, sharing our research and data at conferences and public events. We established the Texas 2036 Research Advisory Council, a collection of data and policy experts, to advise on our research agenda, as well as participated in the Texas Education RP3 Network, including facilitating sessions at its convenings. We also participated in the research roundtable at the Asset Funders Network. Texas 2036 staff shared information with the public through media interviews, op-eds, 150 blog posts, original videos, presentations, panel discussions, social media, reports, infographics, one-pagers, and interactive websites. Our work was mentioned in over 550 media reports and our online engagement increased by over 50% during 2024.
Expenses $1,687,545
-
At Texas 2036, data informs our work and is used to monitor the resulting progress. In 2024, Texas 2036 continued the expansion and creation of robust, accessible data tools and published reports outlining what the research/data indicates about the future. These resources are available to explore on our website at texas2036.org In 2024, we completed over a dozen new data projects including the production of new publicly accessible data dashboards: The Future of Texas Energy, which provides Texans with the opportunity to understand the future implications of the current and near-term energy system and market conditions and to work together to shape Texas' energy and economic future; We also updated the data in the Texas Advanced Coursetaking Dashboard, and search functionality of our Strategic Framework, an examination of Texas' progress towards 36 aspirational goals in seven policy areas. In addition to online data tools, Texas 2036 produced publicly accessible research including Improving Funding Efficiencies for Classroom-to-Career Programs in Texas, which outlines how a braided funding model can support proven career programs in high schools across the state; a report examining the state of math education in Texas, and how students do not have the level of math proficiency needed to be successful in today's - or tomorrow's - economy. Understanding Texas: The State of Parenting; Making a Texas-sized Impact in Space, which examines how Texas compares to other states in advancing the space sector; The Future of AI in Texas, which explores how Texas is working to reap AI's many benefits while responsibly managing the technology's risks; and updates to our Future Trends of Extreme Weather in Texas report, and our first-of-its-kind report examining the population of Texans without health insurance. During 2024, Texas 2036 conducted its 8th Texas voter poll to understand the perspectives of Texas voters on key policy issues including education and health care and prepared a series of summaries of the lessons from these polls which are publicly accessible in our online Resource Library.
Expenses $1,595,158 · Revenue $111,718
As filed on the 2024 return.
Listed in Part VII
-
Marc WattsMARC WATTS
CHAIR OF THE BOARD
- Total calculated
- $0
- Hours/week
- 1
-
Sam L SusserSAM L SUSSER
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Tom LuceTOM LUCE
FOUNDING CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Aline Bass CallahanALINE BASS CALLAHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amy ChronisAMY CHRONIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andrew HallANDREW HALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ann BarnesANN BARNES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bradley H TidwellBRADLEY H TIDWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ed EscuderoED ESCUDERO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elaine MendozaELAINE MENDOZA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Eva GuzmanEVA GUZMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Guillermo Memo TrevinoGUILLERMO MEMO TREVINO
DIRECTOR START 03/24
- Total calculated
- $0
- Hours/week
- 1
-
Hunter HuntHUNTER HUNT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James Henry RussellJAMES HENRY RUSSELL
DIRECTOR END: 08/24
- Total calculated
- $0
- Hours/week
- 1
-
Jeanne PhillipsJEANNE PHILLIPS
DIRECTOR END 09/24
- Total calculated
- $0
- Hours/week
- 1
-
Joe StrausJOE STRAUS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Josh WinegarnerJOSH WINEGARNER
DIRECTOR START: 03/24
- Total calculated
- $0
- Hours/week
- 1
-
Juliet GarciaJULIET GARCIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kyle MillerKYLE MILLER
DIRECTOR END: 03/24
- Total calculated
- $0
- Hours/week
- 1
-
Marynard HoltMARYNARD HOLT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nicole SmallNICOLE SMALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pat AveryPAT AVERY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Peter RodriguezPETER RODRIGUEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Reba Cardenas McNairREBA CARDENAS MCNAIR
DIRECTOR START: 03/24
- Total calculated
- $0
- Hours/week
- 1
-
Robert N Campbell IIIROBERT N CAMPBELL III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Roberto CoronadoROBERTO CORONADO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ron KirkRON KIRK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rosa NavejarROSA NAVEJAR
DIRECTOR START: 03/24
- Total calculated
- $0
- Hours/week
- 1
-
Shannon FletcherSHANNON FLETCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sheryl SculleySHERYL SCULLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sonya Medina WilliamsSONYA MEDINA WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tony CucoloTONY CUCOLO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tracee BentleyTRACEE BENTLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Trent McKnightTRENT MCKNIGHT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Val LamantiaVAL LAMANTIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Virginia SchaeferVIRGINIA SCHAEFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Wallace B JeffersonWALLACE B JEFFERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Arthur James RodriguezARTHUR JAMES RODRIGUEZ
EXECUTIVE VICE PRESIDENT
- Total calculated
- $363,541
- From this org
- $338,520
- From related orgs
- $0
- Other
- $25,021
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $308,520
- Bonus
- $30,000
- Other
- $0
- Deferred
- $16,950
- Nontaxable benefits
- $8,071
- Filer's total
- $363,541
-
David LeebronDAVID LEEBRON
PRESIDENT/CEO START: 02/24
- Total calculated
- $487,565
- From this org
- $486,665
- From related orgs
- $0
- Other
- $900
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $461,665
- Bonus
- $25,000
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $900
- Filer's total
- $487,565
-
Emily GeorgeEMILY GEORGE
VP, FINANCE
- Total calculated
- $213,318
- From this org
- $194,392
- From related orgs
- $0
- Other
- $18,926
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $180,892
- Bonus
- $13,500
- Other
- $0
- Deferred
- $9,800
- Nontaxable benefits
- $9,126
- Filer's total
- $213,318
-
Justin CoppedgeJUSTIN COPPEDGE
SVP, STRATEGY AND OPERATIONS AND INTERIM PRESIDENT/CEO
- Total calculated
- $374,426
- From this org
- $347,905
- From related orgs
- $0
- Other
- $26,521
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $327,905
- Bonus
- $20,000
- Other
- $0
- Deferred
- $17,250
- Nontaxable benefits
- $9,271
- Filer's total
- $374,426
-
Anne KrauseANNE KRAUSE
SVP, DEVELOPMENT START: 04/24
- Total calculated
- $182,321
- From this org
- $167,418
- From related orgs
- $0
- Other
- $14,903
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,418
- Bonus
- $15,000
- Other
- $0
- Deferred
- $8,436
- Nontaxable benefits
- $6,467
- Filer's total
- $182,321
-
John HryhorchukJOHN HRYHORCHUK
SVP, POLICY AND ADVOCACY
- Total calculated
- $299,278
- From this org
- $275,523
- From related orgs
- $0
- Other
- $23,755
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $255,523
- Bonus
- $20,000
- Other
- $0
- Deferred
- $11,688
- Nontaxable benefits
- $12,067
- Filer's total
- $299,278
-
Charles MillerCHARLES MILLER
DIRECTOR, HEALTH AND ECONOMIC MOBILITY POLICY
- Total calculated
- $196,475
- From this org
- $176,450
- From related orgs
- $0
- Other
- $20,025
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $168,950
- Bonus
- $7,500
- Other
- $0
- Deferred
- $9,000
- Nontaxable benefits
- $11,025
- Filer's total
- $196,475
-
Holly HeardHOLLY HEARD
VP, DATA AND ANALYTICS
- Total calculated
- $210,652
- From this org
- $181,078
- From related orgs
- $0
- Other
- $29,574
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $176,078
- Bonus
- $5,000
- Other
- $0
- Deferred
- $9,431
- Nontaxable benefits
- $20,143
- Filer's total
- $210,652
-
Jeremy MazurJEREMY MAZUR
DIRECTOR, INFRASTRUCTURE AND NATURAL RESOURCES POLICY
- Total calculated
- $184,160
- From this org
- $168,457
- From related orgs
- $0
- Other
- $15,703
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,957
- Bonus
- $7,500
- Other
- $0
- Deferred
- $7,731
- Nontaxable benefits
- $7,972
- Filer's total
- $184,160
-
Mary Lynn PrunedaMARY LYNN PRUNEDA
DIRECTOR, EDUCATION AND WORKFORCE POLICY
- Total calculated
- $201,028
- From this org
- $181,986
- From related orgs
- $0
- Other
- $19,042
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $174,486
- Bonus
- $7,500
- Other
- $0
- Deferred
- $6,000
- Nontaxable benefits
- $13,042
- Filer's total
- $201,028
-
Merrill DavisMERRILL DAVIS
VP, COMMUNICATIONS
- Total calculated
- $256,793
- From this org
- $232,836
- From related orgs
- $0
- Other
- $23,957
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $222,836
- Bonus
- $10,000
- Other
- $0
- Deferred
- $5,150
- Nontaxable benefits
- $18,807
- Filer's total
- $256,793
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Travel for companions
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part I, Line 1a Travel for companions
- THE ORGANIZATION PROVIDED AIRFARE FOR THE CEO'S SPOUSE TO SUPPORT DONOR AND STAKEHOLDER ENGAGEMENT. THE BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION, AS IT SERVED A BUSINESS PURPOSE ALIGNED WITH THE ORGANIZATION'S MISSION.
- Schedule J, Part I, Line 7 Non-fixed payments
- ON AN ANNUAL BASIS THE ORGANIZATION REVIEWS EMPLOYEE PERFORMANCE AND COMPENSATION. THE ORGANIZATION CONTRACTED WITH FORVIS MAZARS, LLP TO PRODUCE A COMPENSATION MARKET SUMMARY REPORT IN THE FALL OF 2024. THE REPORT RELIED ON COMPARABILITY DATA FROM SIMILARLY SITUATED ORGANIZATIONS AND THAT DATA WAS USED BY MANAGEMENT TO EVALUATE COMPENSATION INCLUDING ANNUAL PERFORMANCE BONUSES FOR ALL OTHER OFFICERS AND EMPLOYEES WHICH WAS THEN SET AND APPROVED BY THE CEO.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 June 2025
- IRS schema version
- 2024v5.1
- Source object
- 202511689349300936
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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