Texas 2036 FY2024 filing

Tax-deductible

Austin, TX501(c)(3)Since 2016Public & Societal BenefitEIN 81-3063099Revenue $10.0M in FY2024

On file with the IRStexas2036.org210 W 7th Street Suite 1100, 78701-2903 · Austin, TXTax-exempt since Nov 2017Publicly supported charity — 170(b)(1)(A)(vi)

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Texas 2036 identifies and advances data-driven policies that will improve lives and expand opportunities for all Texans.

501(c)(3) charity; gifts are tax-deductible.
72¢ of each $1 spent went to programs.
$2.8M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $1.3M a year · 12% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
72%
of spending
Fine: 72% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.8M
to officers and key staff · 32% of spending
Concern: pay to officers and key staff is 32% of spending; over 30%.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 5.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $128K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$687K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
34
of 34 voting members
Looks good: 34 of 34 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$10.0M
+24% vs prior year
Spent
$8.6M
To programs
72%
Net assets
$13.6M
By yearFY2020–FY2025
Revenue
$10.0M
FY2024▲ +24%
Tap a bar for its year
Revenue by fiscal year
FY2020$7.3M
FY2021$17.3M
FY2022$9.2M
FY2023$8.1M
FY2024$10.0M
FY2025$12.2M
Expenses
$8.6M
FY2024▼ -11%
Tap a bar for its year
Expenses by fiscal year
FY2020$9.9M
FY2021$8.0M
FY2022$10.7M
FY2023$9.6M
FY2024$8.6M
FY2025$9.6M
Net assets
$13.6M
FY2024▲ +13%
Tap a bar for its year
Net assets by fiscal year
FY2020$5.7M
FY2021$15.0M
FY2022$13.5M
FY2023$12.0M
FY2024$13.6M
FY2025$16.2M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 2017.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

72 cents of each dollar spent went to programs.

Program services 72% · $6.1M Management & general 17% · $1.5M Fundraising 11% · $931K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

48 people listed on the 990; $2.8M paid to officers and key staff.

Part VII, Section A · reportable compensation
President/CEO Start: 02/24
$486,665Pt VII · Sec A
SVP, Strategy and Operations and Interim President/CEO
$347,905Pt VII · Sec A
Executive Vice President
$338,520Pt VII · Sec A
SVP, Policy and Advocacy
$275,523Pt VII · Sec A
VP, Communications
$232,836Pt VII · Sec A
VP, Finance
$194,392Pt VII · Sec A
Director, Education and Workforce Policy
$181,986Pt VII · Sec A
VP, Data and Analytics
$181,078Pt VII · Sec A

David Leebron’s $702K as President/CEO is at the 89th percentile of top reported officer pay among 232 $10–100M public & societal benefit nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
David Leebron$701,889$486,665————
Margaret Spellings——$362,877$592,867$529,705$411,143
Justin Coppedge$297,903$347,905$269,348$237,855$197,608$187,704
Arthur James Rodriguez$319,000$338,520$339,000$345,875$328,307$93,765
John Hryhorchuk$335,090$275,523$285,793$248,534$227,842$164,527
Anne Krause$262,560$167,418————
Merrill Davis$239,743$232,836$234,140$232,164$214,385$218,859
Anne Davies———$230,000$220,466$204,531

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides Texans with accessible data tools, research reports, and strategic planning resources to foster informed decision-making for the state's long-term prosperity.

Questions for Texas 2036

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Provided by the organization

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3 programs · $6.1M · in their own filed words · FY2024
01

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.

$2.9Mprogram expense
02

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.

$1.7Mprogram expense
03

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.

$1.6Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 2 funders$128K
Grants paid · 5 grants · $191K · 2023–2025

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$10.0M
Ln 12
Gifts and grantsLn 1h$9.7M
Investment incomeLn 3$275K
Fees for servicesLn 2g$112K
Money outPt IX
$8.6M
Ln 25
Programscol B$6.1M
Managementcol C$1.5M
Fundraisingcol D$931K
Owns and owesPt X
$13.6M
net assets · Ln 32
Cash and savingsLn 1–2$4.2M
Total assetsLn 16$14.3M
LiabilitiesLn 26$687K
PeoplePt VI, VII
48
listed · VII A
PaidVII A11
Voting boardVI 1a34
IndependentVI 1b34
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$9.7M
Noncash giftsLn 1g$529K
Fees for servicesLn 2g$112K
Investment incomeLn 3$275K
Total revenueLn 12$10.0M
Assets in detailPt X, end of year
CashLn 1$3.1M
SavingsLn 2$1.0M
Cash and savings togetherLn 1–2$4.2M
InvestmentsLn 11–13$6.1M
Land, buildings, equipmentLn 10c$68K
Other assetsLn 15$156K
Total assetsLn 16$14.3M
LiabilitiesLn 26$687K
Net assetsLn 32$13.6M
OperationsPt I, VI
EmployeesI 539
VolunteersI 643
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$7.6M$4.2M
InvestmentsLn 11–13$1.7M$6.1M
Land, buildings, equipmentLn 10c$132K$68K
Total assetsLn 16$12.8M$14.3M
LiabilitiesLn 26$796K$687K
Net assetsLn 32$12.0M$13.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$1.9M$958K$632K$330K
Other salaries and wagesLn 7$2.7M$2.1M$357K$277K
Pension plan contributionsLn 8$191K$139K$30K$22K
Other employee benefitsLn 9$205K$150K$31K$24K
Payroll taxesLn 10$310K$203K$63K$44K
Legal feesLn 11b$95K$0$95K$0
Accounting feesLn 11c$55K$0$55K$0
Lobbying feesLn 11d$34K$0$34K$0
Professional fundraising feesLn 11e$84K$84K
Investment management feesLn 11f$8K$0$8K$0
Other fees for servicesLn 11g$1.7M$1.6M$47K$5K
Advertising and promotionLn 12$140K$137K$0$3K
Office expensesLn 13$79K$48K$15K$16K
Information technologyLn 14$217K$131K$43K$43K
OccupancyLn 16$424K$345K$36K$43K
TravelLn 17$180K$123K$33K$25K
Conferences, conventions and meetingsLn 19$151K$132K$7K$12K
Depreciation, depletion and amortizationLn 22$64K$62K$2K$0
Other expenses (24a–d)Ln 24$2K$893$1K
All other expensesLn 24e$0$0$0$0
Total functional expensesLn 25$8.6M$6.1M$1.5M$931K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $12.2M$9.6M$2.6M$16.2M 990 PDF
FY2024 Viewing $10.0M$8.6M$1.5M$13.6M 990 PDF
FY2023 $8.1M$9.6M−$1.5M$12.0M 990 PDF
FY2022 $9.2M$10.7M−$1.6M$13.5M 990 PDF
FY2021 $17.3M$8.0M$9.4M$15.0M 990 PDF
FY2020 $7.3M$9.9M−$2.6M$5.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $10,047,702 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $7,862,170$9,660,571
I-9 Program service revenuePrior year $21,854$111,718
I-10 Investment incomePrior year $190,118$275,413
I-11 Other revenue$0
I-12 Total revenuePrior year $8,074,142$10,047,702
I-13 Grants and similar amounts paidPrior year $150,000$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $5,204,691$5,376,663
I-16a Professional fundraising feesPrior year $95,605$84,474
I-17 Other expensesPrior year $4,150,281$3,101,568
I-18 Total expensesPrior year $9,600,577$8,562,705
I-19 Revenue less expensesPrior year −$1,526,435$1,484,997
Part VI · Governance 34 of 34 board members independent, no flags
VI-1a Voting members of the governing body34
VI-1b Independent voting members34
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $10,047,702 across 7 lines filed
VIII-1f All other contributions, gifts and grants$9,660,571
VIII-1g Noncash contributions (included above)$529,162
VIII-1h Total contributions, gifts and grants$9,660,571
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $111,718$111,718
VIII-3 Investment incomeExcluded from tax $275,413$275,413
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $111,718 · Unrelated business $0 · Excluded from tax $275,413$10,047,702
Part IX · Statement of functional expenses $8,562,705 across 20 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $958,027 · Management $632,178 · Fundraising $330,245$1,920,450
IX-7 Other salaries and wagesPrograms $2,115,353 · Management $356,945 · Fundraising $277,491$2,749,789
IX-8 Pension plan contributionsPrograms $138,947 · Management $29,817 · Fundraising $22,188$190,952
IX-9 Other employee benefitsPrograms $150,351 · Management $30,981 · Fundraising $23,788$205,120
IX-10 Payroll taxesPrograms $203,335 · Management $62,675 · Fundraising $44,342$310,352
IX-11b Legal feesPrograms $0 · Management $95,293 · Fundraising $0$95,293
IX-11c Accounting feesPrograms $0 · Management $54,642 · Fundraising $0$54,642
IX-11d Lobbying feesPrograms $0 · Management $34,154 · Fundraising $0$34,154
IX-11e Professional fundraising feesFundraising $84,474$84,474
IX-11f Investment management feesPrograms $0 · Management $8,193 · Fundraising $0$8,193
IX-11g Other fees for servicesPrograms $1,598,673 · Management $47,233 · Fundraising $4,853$1,650,759
IX-12 Advertising and promotionPrograms $137,167 · Management $0 · Fundraising $3,223$140,390
IX-13 Office expensesPrograms $47,886 · Management $15,399 · Fundraising $15,732$79,017
IX-14 Information technologyPrograms $131,148 · Management $43,165 · Fundraising $43,041$217,354
IX-16 OccupancyPrograms $345,166 · Management $36,496 · Fundraising $42,665$424,327
IX-17 TravelPrograms $122,881 · Management $32,599 · Fundraising $24,982$180,462
IX-19 Conferences, conventions and meetingsPrograms $132,290 · Management $6,569 · Fundraising $12,194$151,053
IX-22 Depreciation, depletion and amortizationPrograms $61,876 · Management $1,802 · Fundraising $0$63,678
IX-24 Other expenses (24a–d)Management $893 · Fundraising $1,353$2,246
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $6,143,100 · Management $1,489,034 · Fundraising $930,571$8,562,705
Part X · Balance sheet $14,268,198 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $4,024,708$3,127,692
X-2 Savings and temporary cash investmentsStart of year $3,607,385$1,040,598
X-3 Pledges and grants receivableStart of year $2,807,074$3,605,001
X-4 Accounts receivableStart of year $36,794$56,357
X-9 Prepaid expenses and deferred chargesStart of year $117,075$94,085
X-10c Land, buildings and equipment, netStart of year $131,975$68,297
X-11 Publicly traded securitiesStart of year $1,695,341$6,120,117
X-15 Other assetsStart of year $392,495$156,051
X-16 Total assetsStart of year $12,812,847$14,268,198
X-17 Accounts payable and accrued expensesStart of year $278,294$504,811
X-18 Grants payableStart of year $75,000$0
X-19 Deferred revenueStart of year $24,375$19,500
X-25 Other liabilitiesStart of year $418,267$162,393
X-26 Total liabilitiesStart of year $795,936$686,704
X-27 Net assets without donor restrictionsStart of year $4,980,592$5,494,304
X-28 Net assets with donor restrictionsStart of year $7,036,319$8,087,190
X-32 Total net assets or fund balancesStart of year $12,016,911$13,581,494
X-33 Total liabilities and net assetsStart of year $12,812,847$14,268,198
Part XI · Reconciliation of net assets $13,581,494 net assets at year end
XI-1 Total revenue$10,047,702
XI-2 Total expenses$8,562,705
XI-3 Revenue less expenses$1,484,997
XI-4 Net assets at start of year$12,016,911
XI-5 Net unrealized gains (losses) on investments$79,586
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$13,581,494

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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