Civic Intelligence

Texas 2036

EIN 81-3063099 • 501(c)3 • Austin, TX

Profile

To enable texans to make policy decisions through accessible data, long-term planning and statewide engagement.

210 W 7th Street Suite 1100Austin, TX 78701

texas2036.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

29th percentile

0.05x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.07x

Higher debt load relative to revenue than 24% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

23rd percentile

-2.6%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

44th percentile

4.7%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Assets

Up

$14,268,198

Up $1,455,351 (+11%) from 2023

Liabilities

Down

$686,704

Down $109,232 (-14%) from 2023

Net Assets

Up

$13,581,494

Up $1,564,583 (+13%) from 2023

Revenue

Up

$10,047,702

Up $1,973,560 (+24%) from 2023

Expenses

Down

$8,562,705

Down $1,037,872 (-11%) from 2023

Net Income

Up

$1,484,997

Up $3,011,432 (+197%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2018: $3,763,637Liabilities 2018: $165,878Net Assets 2018: $3,597,7592018Assets 2019: $8,324,022Liabilities 2019: $251,056Net Assets 2019: $8,072,9662019Assets 2020: $8,771,801Liabilities 2020: $3,116,995Net Assets 2020: $5,654,8062020Assets 2021: $17,479,949Liabilities 2021: $2,445,519Net Assets 2021: $15,034,4302021Assets 2022: $15,054,232Liabilities 2022: $1,591,057Net Assets 2022: $13,463,1752022Assets 2023: $12,812,847Liabilities 2023: $795,936Net Assets 2023: $12,016,9112023Assets 2024: $14,268,198Liabilities 2024: $686,704Net Assets 2024: $13,581,4942024

Highlighted filing

2024

Assets$14,268,198
Liabilities$686,704
Net Assets$13,581,494

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2018: $6,521,654Expenses 2018: $2,923,895Net Income 2018: $3,597,7592018Revenue 2019: $9,151,696Expenses 2019: $4,676,489Net Income 2019: $4,475,2072019Revenue 2020: $7,266,075Expenses 2020: $9,860,381Net Income 2020: -$2,594,3062020Revenue 2021: $17,337,976Expenses 2021: $7,958,352Net Income 2021: $9,379,6242021Revenue 2022: $9,172,271Expenses 2022: $10,745,456Net Income 2022: -$1,573,1852022Revenue 2023: $8,074,142Expenses 2023: $9,600,577Net Income 2023: -$1,526,4352023Revenue 2024: $10,047,702Expenses 2024: $8,562,705Net Income 2024: $1,484,9972024

Highlighted filing

2024

Revenue$10,047,702
Expenses$8,562,705
Net Income$1,484,997

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 17, 2025
Return Version
2024v5.1
Gross Receipts
$10,047,702
Mission and Program Overview

Mission

To enable texans to make policy decisions through accessible data, long-term planning and statewide engagement.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,695,341$6,120,117▲ $4,424,776
Pledges and Grants Receivable$2,807,074$3,605,001▲ $797,927
Cash and Non-Interest-Bearing Accounts$4,024,708$3,127,692▼ $897,016
Savings and Temporary Cash Investments$3,607,385$1,040,598▼ $2,566,787
Prepaid Expenses and Deferred Charges$117,075$94,085▼ $22,990
Land, Buildings, and Equipment, Net$131,975$68,297▼ $63,678
Accounts Receivable$36,794$56,357▲ $19,563
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors$0$0→ $0
Total Assets$12,812,847$14,268,198▲ $1,455,351
Other Assets Total$392,495$156,051▼ $236,444
Liabilities
Accounts Payable and Accrued Expenses$278,294$504,811▲ $226,517
Other Liabilities$418,267$162,393▼ $255,874
Grants Payable$75,000$0▼ $75,000
Deferred Revenue$24,375$19,500▼ $4,875
Total Liabilities$795,936$686,704▼ $109,232
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,036,319$8,087,190▲ $1,050,871
Net Assets Without Donor Restrictions$4,980,592$5,494,304▲ $513,712
Total Net Assets Fund Balance$12,016,911$13,581,494▲ $1,564,583
Total Liabilities and Net Assets / Fund Balance$12,812,847$14,268,198▲ $1,455,351

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$68,297$250,095$318,392
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David LeebronPRESIDENT/CEO START: 02/24FT$461,665$25,900$487,565
Justin CoppedgeSVP, Strategy and Operations and Interim President/CEOFT$327,905$46,521$374,426
Arthur James RodriguezExecutive Vice PresidentFT$308,520$55,021$363,541
John HryhorchukSVP, Policy and AdvocacyFT$255,523$43,755$299,278
Merrill DavisVP, CommunicationsFT$222,836$33,957$256,793
Emily GeorgeVP, FinanceFT$180,892$32,426$213,318
Holly HeardVP, Data and AnalyticsFT$176,078$34,574$210,652
Mary Lynn PrunedaDirector, Education and Workforce PolicyFT$174,486$26,542$201,028
Charles MillerDirector, Health and Economic Mobility PolicyFT$168,950$27,525$196,475
Jeremy MazurDirector, Infrastructure and Natural Resources PolicyFT$160,957$23,203$184,160
Anne KrauseSVP, DEVELOPMENT START: 04/24FT$152,418$29,903$182,321

Board Members and Trustees

NameTitle
Marc WattsChair of the Board
Tom LuceFounding Chairman
Aline Bass CallahanDirector
Amy ChronisDirector
Andrew HallDirector
Ann BarnesDirector
Bradley H TidwellDirector
Ed EscuderoDirector
Elaine MendozaDirector
Eva GuzmanDirector
Hunter HuntDirector
Joe StrausDirector
Juliet GarciaDirector
Marynard HoltDirector
Nicole SmallDirector
Pat AveryDirector
Peter RodriguezDirector
Robert N Campbell IiiDirector
Roberto CoronadoDirector
Ron KirkDirector
Shannon FletcherDirector
Sheryl SculleyDirector
Sonya Medina WilliamsDirector
Tony CucoloDirector
Tracee BentleyDirector
Trent McknightDirector
Val LamantiaDirector
Virginia SchaeferDirector
Wallace B JeffersonDirector
Jeanne PhillipsDirector End 09/24
Kyle MillerDIRECTOR END: 03/24
James Henry RussellDIRECTOR END: 08/24
Guillermo Memo TrevinoDirector Start 03/24
Josh WinegarnerDIRECTOR START: 03/24
Reba Cardenas McnairDIRECTOR START: 03/24
Rosa NavejarDIRECTOR START: 03/24
Sam L SusserSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Ajah Data Consulting US IncData Science Consulting And Management Services24285 Katy Fwy Suite 300, Katy, TX 77494$345,671
January Advisors LLCData Science ConsultingPO BOX 728, Houston, TX 77001$160,352
University of Texas at DallasResearch And Data Analysis Services800 W Campbell, Richardson, TX 75080-3021$120,078
Shannon D GhangurdeLegislative Consultant3403 Windsor Rd, Austin, TX 78703$120,000
Revenue and Support

Revenue Composition

Contributions and Grants
$9,660,571
Program Service Revenue
$111,718
Investment Income
$275,413
Other Revenue
$0
All Other Contributions
$9,660,571
Change in Net Assets
$1,484,997

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$529,162Market value
Total Noncash Contributions3$529,162-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,039,509
Revenue Not Reported on Financial Statements
$8,193
Revenue Not Reported on Form 990
$194,052
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$10,233,561
Total Revenue per Form 990
$10,047,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,376,663
Other Expenses$3,101,568
Total Fundraising Expense$930,571
Professional Fundraising Fees$84,474
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,115,353$356,945$277,491$2,749,789
Current Officers, Directors, Trustees, and Key Employees$958,027$632,178$330,245$1,920,450
Fees for Services Other$1,598,673$47,233$4,853$1,650,759
Occupancy$345,166$36,496$42,665$424,327
Payroll Taxes$203,335$62,675$44,342$310,352
Information Technology$131,148$43,165$43,041$217,354
Other Employee Benefits$150,351$30,981$23,788$205,120
Pension Plan Contributions$138,947$29,817$22,188$190,952
Travel$122,881$32,599$24,982$180,462
Conferences and Meetings$132,290$6,569$12,194$151,053
Advertising$137,167$0$3,223$140,390
Fees for Services Legal$0$95,293$0$95,293
Fees for Services Professional Fundraising--$84,474$84,474
Office Expenses$47,886$15,399$15,732$79,017
Depreciation Depletion$61,876$1,802$0$63,678
Fees for Services Accounting$0$54,642$0$54,642
Fees for Services Lobbying$0$34,154$0$34,154
Fees for Service Investment Mgmnt Fees$0$8,193$0$8,193
Other Expenses-$893$1,353$2,246
Total Functional Expenses$6,143,100$1,489,034$930,571$8,562,705

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,668,978
Total Expenses per Form 990$8,562,705
Expenses per Audited Statements$8,554,512
Expenses Not Reported on Form 990$114,466
Expenses Not Reported on Financial Statements$8,193
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$84,474
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal Income Taxes$162,393
Operating Lease Liabilities-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B Review of form 990 by governing body

The form 990 is prepared by an accounting firm and reviewed in detail by the vp of finance and the svp of strategy and operations who then provides the form 990 to the president and ceo, board chair, and finance 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, Line 12C 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 external counsel to identify any potential issues. If an issue is identified, external counsel reports it to the ceo and the finance 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, Line 15A Process to establish compensation of top management official

The organization contracted nfp compensation consulting to perform a compensation study in 2022. The study relied on comparability data from similarly situated organizations and was used by the executive committee of the board in determining the compensation of the ceo in 2023. That same information was used by the executive search committee and executive committee of the board in determining the compensation of the new ceo who was hired in early 2024.

Form 990, Part VI, Line 15B Process to establish compensation of other employees

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 for all other officers and employees which was then set and approved by the ceo.

Form 990, Part VI, Line 19 Required documents available to the public

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.

Filing and Contact Details

Filer

Filer Name
Texas 2036
EIN
81-3063099
Phone
4693842036
Address
210 W 7th Street Suite 1100, Austin, TX 78701

Signing Officer

Name
David Leebron
Title
President/CEO
Phone
4693842036
Signed
2025-06-17
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
TX
Voting Board Members
34
Independent Board Members
34
Employees
36
Volunteers
42

Preparer

Firm
Forvis Mazars LLP
Address
14221 Dallas Parkway Suite 400, Dallas, TX 75254
Preparer
Jeanette Verrelli
Phone
9727028262
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G Other Fees

Data Analytic Services - Total Expense: 1020513, Program Service Expense: 1020513, Management and General Expenses: , Fundraising Expenses: ; Communication Services - Total Expense: 307078, Program Service Expense: 293919, Management and General Expenses: 8391, Fundraising Expenses: 4768; Other Professional Services - Total Expense: 54224, Program Service Expense: 19740, Management and General Expenses: 34399, Fundraising Expenses: 85; Policy Development Services/Consulting - Total Expense: 224000, Program Service Expense: 224000, Management and General Expenses: , Fundraising Expenses: ; Event Management Services - Total Expense: 44944, Program Service Expense: 40501, Management and General Expenses: 4443, Fundraising Expenses: ;

Financial Statement Notes

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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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0In 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.
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