THIRD WAY INSTITUTE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THIRD WAY INSTITUTE (EIN 26-0535276)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202341359349302979
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T08:44:29-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521853933 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JM&M | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 RHODE ISLAND AVE NW SUITE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260535276 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD WAY INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THIR | BusinessNameControlTxt |
| Phone | 2023841700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVE NW SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE DIETERLE | PersonNm |
| Person Title | CURRENT CFO | PersonTitleTxt |
| Phone | 2023841700 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVE | PersonFirstNm |
| Person Last | DIETERLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEENA BISHNOI | PreparerPersonNm |
| PTIN | P01480769 | PTIN |
| Phone | 2022963306 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JONATHAN COWAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVE NW SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,027,398 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES THAT ADVANCE CENTRIST SOLUTIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,943,933 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,423,854 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,224,698 | PYInvestmentIncomeAmt |
| CY Investment Income | $249,840 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $13,168,631 | PYTotalRevenueAmt |
| CY Total Revenue | $16,673,694 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,896,432 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,088,982 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $450,200 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $368,497 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $171,193 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $263,359 | PYOtherExpensesAmt |
| CY Other Expenses | $167,190 | CYOtherExpensesAmt |
| PY Total Expenses | $13,609,991 | PYTotalExpensesAmt |
| CY Total Expenses | $18,624,669 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$441,360 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,950,975 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,398,339 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,095,329 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,704,479 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,423,839 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,693,860 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,671,490 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THIRD WAY INSTITUTE SUPPORTS CHARITABLE AND EDUCATIONAL ACTIVITIES THAT ADVANCE CENTRIST SOLUTIONS TO MAJOR ECONOMIC, NATIONAL SECURITY, ENERGY AND SOCIAL POLICY ISSUES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,311,444 | ExpenseAmt |
| Grant | $18,088,982 | GrantAmt |
| Desc | THIRD WAY INSTITUTE SUPPORTS THE DEVELOPMENT OF EDUCATIONAL MATERIALS AND EVENTS ON THE POLICY CHALLENGES FACED BY AMERICA, FOCUSING ON A WIDE VARIETY OF POLICY ISSUES.CLIMATE AND ENERGYTHE CLIMATE AND ENERGY PROGRAM'S MISSION IS TO USE FEDERAL INVESTMENT AND AN INNOVATION-FIRST STRATEGY TO USE EVERY LOW AND ZERO-CARBON RESOURCE TO MAKE AMERICAN ENERGY AFFORDABLE, RELIABLE, SECURE, AND CLEAN. WITH THE PASSAGE OF THE INFLATION REDUCTION ACT, 2022 WAS A TRANSFORMATIVE YEAR FOR BOTH THE UNITED STATES' CLEAN ENERGY AND CLIMATE POLICY AS WELL AS OUR PROGRAM. WE DID THIS BY 1) CHANGING THE NARRATIVE, 2) CREATING A MOVEMENT, AND 3) TURNING IDEAS INTO LAW. CHANGING THE NARRATIVE: WE SHIFTED THE CONVERSATION AWAY FROM A 'RENEWABLES ONLY' APPROACH TO CLIMATE BY:ADVOCATING FOR THE DEVELOPMENT AND DEPLOYMENT OF EACH AND EVERY TECHNOLOGY THAT HAS POTENTIAL TO COMBAT CLIMATE CHANGE; BRINGING TECHNOLOGIES THAT ARE OFTEN IGNORED TO THE FOREFRONT OF THE CONVERSATION; CREATING A MOVEMENT: WE CONSTRUCTED AN INFORMAL COALITION OF PARTNERS BY: IDENTIFYING ORGANIZATIONS WORKING ON SIMILAR PRIORITIES IN THE CLIMATE AND ENERGY REALM; COVERING A BROAD IDEOLOGICAL SPECTRUM OF ORGANIZATIONS FROM CENTER-LEFT TO CENTER-RIGHT; TURNING IDEAS INTO LAW: WE CEMENTED OUR APPROACH TO CLIMATE AND ENERGY INTO LAW BY: DEVELOPING THE FOUNDATIONAL BLUEPRINT OF THE INFLATION REDUCTION ACT BY FILLING IN POLICY GAPS AND EDUCATING POLICYMAKERS; BUILDING POLICYMAKER SUPPORT FOR CLIMATE AND ENERGY POLICY THAT GENERATES ECONOMIC GROWTH AND OPPORTUNITY; SOCIAL POLICY, EDUCATION AND POLITICSIN 2022, THE SOCIAL POLICY, EDUCATION & POLITICS PROGRAM FOCUSED ON 1) UNDERSTANDING THE PERSPECTIVES AND PRIORITIES OF AMERICAN VOTERS AND ANALYZING THE DIFFERENCES IN THEIR APPROACHES TO THE MOST SALIENT POLITICAL ISSUES BASED ON EDUCATION LEVEL, GEOGRAPHY, AND OTHER KEY DEMOGRAPHIC DISTINCTIONS, 2) OFFERING A COMPREHENSIVE FEDERAL COLLEGE QUALITY AGENDA THAT SHIFTS FOCUS FROM COST TO VALUE AMONG POLICYMAKERS, THE PRESS, AND OTHER INFLUENCERS AND 3) ADDRESSING THREATS ON CONTENTIOUS SOCIAL ISSUES AND ASSISTING POLICYMAKERS IN TALKING ABOUT THESE ISSUES IN A WAY THAT HAS BROAD APPEAL. UNDERSTANDING AMERICAN VOTERS ON KEY ISSUES: OUR POLITICS TEAM DOVE DEEPLY INTO A VARIETY OF DATA SOURCES AND RESEARCH PROJECTS TO HELP POLICYMAKERS BETTER UNDERSTAND THE VOTERS THEY PURPORT TO REPRESENT ON THE KEY ISSUES UNDER DISCUSSION INSIDE THE BELTWAY, INCLUDING BY: UTILIZING CATALIST VOTER FILE DATA AND OTHER ELECTORAL DATA SOURCES TO DRAFT REPORTS ANALYZING AND EXPLAINING THE AMERICAN ELECTORATE AND DIFFERENCES ACROSS DEMOGRAPHIC CATEGORIES, STATES, AND DISTRICTS; CONDUCTING QUALITATIVE AND QUANTITATIVE PUBLIC OPINION RESEARCH TO BETTER UNDERSTAND WHAT CRITICAL VOTER GROUPS PRIORITIZE, HOW THEY THINK ABOUT CURRENT ISSUES UNDER DEBATE, AND WHAT THEY WANT FROM CANDIDATES AND POLICYMAKERS; SHIFTING THE FOCUS IN HIGHER EDUCATION FROM COST TO VALUE: OUR EDUCATION TEAM WORKED TO BUILD THE ADVOCACY AND POLICY INFRASTRUCTURE TO PUSH FOR ACTIONABLE POLICY SOLUTIONS THAT HELP STUDENTS AND TAXPAYERS GET A GREATER RETURN ON THEIR HIGHER EDUCATION INVESTMENT AT THE FEDERAL LEVEL. OUR WORK ENSURED THAT FEDERAL POLICYMAKERS KNOW THEY CANNOT ADDRESS THE MYRIAD OF PROBLEMS IN OUR HIGHER EDUCATION SYSTEM WITHOUT TAKING SIGNIFICANT STEPS TO IMPROVE QUALITY, ACCOUNTABILITY, AND VALUE. THIS INCLUDED:CONDUCTING PUBLIC OPINION RESEARCH TO UNDERSTAND HOW AMERICANS ACROSS THE IDEOLOGICAL SPECTRUM THINK ABOUT QUALITY IN THE HIGHER EDUCATION CONTEXT AND DEMONSTRATE THE BROAD SUPPORT FOR INCREASED ACCOUNTABILITY IN OUR HIGHER EDUCATION SYSTEM; PRODUCING EASY-TO-UNDERSTAND TRANSLATORS, INFOGRAPHICS, VIDEOS, AND REPORTS ANALYZING PUBLICLY AVAILABLE DATA ABOUT STUDENT OUTCOMES IN HIGHER EDUCATION, CALLING ATTENTION TO THE NEED TO IMPROVE THOSE OUTCOMES AND INCREASE THE RETURN ON INVESTMENT FOR BOTH STUDENTS AND TAXPAYERS IN HIGHER EDUCATION; ADDRESSING THREATS ON SOCIAL ISSUES: WE REMAINED COMMITTED TO ADDRESSING THREATS TO AMERICAN VALUES AND VULNERABLE POPULATIONS ON KEY SOCIAL AND CULTURAL ISSUES. WE EMPLOYED VARIOUS TACTICS TO MAKE PROGRESS ON IMMIGRATION, GUN SAFETY, LGBT RIGHTS, REPRODUCTIVE RIGHTS, AND COMMUNITY-BASED POLICING REFORM. THIS INCLUDED: DRAFTING AND RELEASING MEMOS THAT EXPLAIN THE MAJOR SUPREME COURT CASES THAT COULD IMPACT SOCIAL POLICY IN ADVANCE OF THEIR DECISION BY THE COURT, IN PARTICULAR THE FUTURE OF REPRODUCTIVE RIGHTS IN AMERICA FOLLOWING THE REVERSAL OF ROE V. WADE; CRAFTING COMMON-SENSE PROPOSALS FOR EXECUTIVE ACTION ON GUN SAFETY, CRIME, REPRODUCTIVE RIGHTS, AND OTHER ISSUES THAT ARE STALLED IN THE CURRENT CONGRESS; HIGHLIGHTING THE POLICY PROGRESS MADE BY STATES ACROSS THE COUNTRY (RED, PURPLE, AND BLUE) ON POLICING REFORM AND OFFERING PROPOSALS THAT COULD HELP POLICYMAKERS BRIDGE THE DIVIDE TO PASS REFORMS AT THE FEDERAL LEVEL.ECONOMICIN 2022, OUR ECONOMIC PROGRAM FOCUSED ON THREE CORE AREAS: 1) ADVANCING A HEALTH CARE AGENDA THAT FOCUSES ON AFFORDABILITY, 2) ADVANCING THE CASE FOR A NEW CONTRACT ON WORK FOR AMERICAN WORKERS, AND 3) LAUNCHING A NEW EFFORT ON ENTREPRENEURIAL EQUITY.HEALTH CARE AFFORDABILITY: AS POLICYMAKERS GRAPPLED WITH HOW TO ADDRESS LARGE COSTS THROUGHOUT THE HEALTH CARE SYSTEM, OUR TEAM PROVIDED EXTENSIVE ANALYSIS AND POLICY DEVELOPMENT. WORK INCLUDED: DEVELOPING POLICY ON HOW TO IMPROVE CANCER CARE AND LOWER COSTS; DEVELOPING ANALYSIS AROUND WHY THERE IS INEQUITY THROUGHOUT THE AMERICAN HEALTH CARE SYSTEM.NEW CONTRACT ON WORK: AS POLICYMAKERS LOOK TOWARD A POST-COVID ECONOMY, THERE IS SIGNIFICANT DEMAND FOR ANALYSIS AND POLICY SOLUTIONS TO ENSURE THAT WORK IN THIS NEW ERA LEADS TO A GOOD LIFE AND ECONOMIC OPPORTUNITY IS AVAILABLE TO ALL. WORK INCLUDED: BUILDING A SERIES OF POLICY IDEAS TO EXPAND WORKFORCE DEVELOPMENT AND SKILLS TRAINING THROUGH REAUTHORIZATION OF THE WORKFORCE INNOVATION AND OPPORTUNITY ACT.ANALYZING THE EFFECT OF INFLATION ON AMERICAN FAMILIES AND DEVELOPING POLICY SOLUTIONS TO REDUCE INFLATIONARY PRESSURE.ENTREPRENEURIAL EQUITY: ENTREPRENEURIAL SUCCESS IS ONE OF THE GREATEST DRIVERS OF WEALTH CREATION AND MUST BE AT THE CENTER OF ANY NATIONAL EFFORT TO CREATE RACIAL EQUITY AND EXPAND ECONOMIC OPPORTUNITY. YET, RIGHT NOW, THERE ARE FAR TOO FEW FEMALE AND MINORITY ENTREPRENEURS. TO FUNDAMENTALLY CHANGE THAT AND CREATE A POST-PANDEMIC ECONOMY THAT IS STRONGER AND MORE EQUITABLE, THIRD WAY AND THE NATIONAL URBAN LEAGUE LAUNCHED THE ALLIANCE FOR ENTREPRENEURIAL EQUITY. WORK INCLUDED: CONDUCTING EXTENSIVE RESEARCH UNPACKING ENTREPRENEURIAL EQUITY, FROM LOOKING AT WHY MINORITY BORROWERS CAN'T ACCESS LENDING CAPITAL TO THE DEARTH OF OPPORTUNITY FOR MINORITY CONTRACTING. AMPLIFYING OUR RESEARCH AND POINT OF VIEW THROUGHOUT LEADING MEDIA OUTLETS, INCLUDING THE WASHINGTON POST, CNN, BLOOMBERG, AXIOS, AND MORE.NATIONAL SECURITYIN 2022, THE NATIONAL SECURITY PROGRAM HAD THREE MAIN THRUSTS 1) LAUNCHING THE US-CHINA DIGITAL WORLD ORDER INITIATIVE WHICH IS DESIGNED TO EDUCATE POLICYMAKERS ON CHINA'S GOALS FOR DIGITAL WORLD SUPREMACY, 2) NARROWING THE CYBER ENFORCEMENT GAP WITH AN EMPHASIS ON SPYWARE, AND 3) EDUCATING STAKEHOLDERS ON NAVIGATING NATIONAL SECURITY ISSUES.US-CHINA DIGITAL WORLD ORDER INITIATIVE: WE SUCCESSFULLY LAUNCHED THE PROGRAM WITH A MAJOR PUBLIC EVENT, THE RELEASE OF A PAPER AND THE ESTABLISHMENT OF AN ADVISORY BOARD. THROUGHOUT THE YEAR WE RELEASED ADDITIONAL PRODUCTS, HELD EVENTS OPEN TO POLICYMAKERS, PRESS AND PUBLIC, ATTENDED CONVENINGS AND GREW THE BOARD. OUR WORK: EDUCATED THE PUBLIC AND POLICYMAKERS ON THE NATIONAL SECURITY STAKES OF PREVAILING AGAINST CHINA AND ITS PLAN TO SURPASS THE US WITH DIGITAL GLOBAL SUPREMACY; HIGHLIGHTED THE NATIONAL SECURITY THREATS OF CHINA'S CAPABILITIES IN MASS SURVEILLANCE, RELENTLESS CENSORSHIP, AND AUTOMATED DISINFORMATION OPERATIONS; MADE THE CASE THAT A DIGITAL PRO-DEMOCRACY MODEL IS NEEDED TO COMPETE AGAINST THE ONGOING PROLIFERATION OF CHINA'S DIGITAL AUTOCRACY MODEL; HOSTED EVENTS AND MEETINGS TO HIGHLIGHT THE SERIOUS CONSEQUENCES IF CHINA PREVAILS IN CONTROLLING AND SETTING INTERNATIONAL NORMS AND STANDARDS IN THE DIGITAL AND CYBER SPACE.CYBER ENFORCEMENT: IN 2022, OUR TEAM ADVANCED THIRD WAY'S POLICY IDEAS TO REDUCE THE CYBER ENFORCEMENT GAP, INCLUDING: WORKED WITH THE ADMINISTRATION AND CONGRESS TO IDENTIFY THE AUTHORITIES AND RESOURCES TO NEEDED TO EXECUTE SPECIFIC RECOMMENDATIONS TO COMBAT CYBER CRIME; RESEARCHED POLICY IDEAS ON HOW TO ADDRESS THE ROLE OF CRYPTOCURRENCY IN ENABLING THE RISE OF CYBER CRIME.NATIONAL SECURITY EDUCATIONAL EFFORTS: OUR EDUCATIONAL EFFORTS ON NATIONAL SECURITY INCLUDED: EDUCATING A VARIETY OF STAKEHOLDERS ON HOW TO SUCCESSFULLY NAVIGATE NATIONAL SECURITY ISSUES IN THE CURRENT POLITICAL CLIMATE; AND HOLDING DISCUSSIONS WITH ALLIES AND KEY INFLUENCERS TO GAIN THEIR PERSPECTIVES ABOUT SHAPING EFFECTIVE MESSAGING ON TOP NATIONAL SECURITY ISSUES. | Desc |
| Total Program Service Expenses | $18,311,444 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENDA BETHEA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023841700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVE NW SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JONATHAN COWAN | ||||||||
| PRESIDENT | 4.00 | 36.00 | Yes (X) | Yes (X) | $0 | $414,937 | $34,164 | |
| BRENDA BETHEA | ||||||||
| TREASURER | 2.00 | 38.00 | Yes (X) | Yes (X) | $0 | $251,386 | $28,149 | |
| DAVID HELLER | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JACQUIE LAWING EBERT | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THURGOOD MARSHALL JR | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGAN KERSH | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW BENNETT | ||||||||
| SECRETARY | 2.00 | 38.00 | Yes (X) | $0 | $383,379 | $39,719 | ||
| CHAD FITZGERALD | ||||||||
| SR. ADVISOR TO THE PRESIDENT | 36.00 | 4.00 | $0 | $205,445 | $32,872 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,255,147 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $134,904 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $16,423,854 | AllOtherContributionsAmt |
| Noncash Contributions | $106,255 | NoncashContributionsAmt |
| Total Contributions | $16,423,854 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $274,994 | TotalRevenueColumnAmt |
| Exclusion | $274,994 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,328,550 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,353,704 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$25,154 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$25,154 | TotalRevenueColumnAmt |
| Exclusion | -$25,154 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,673,694 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $249,840 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,088,982 | TotalAmt |
| Program Services | $18,088,982 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,688 | TotalAmt |
| Program Services | $46,821 | ProgramServicesAmt |
| Management And General | $13,054 | ManagementAndGeneralAmt |
| Fundraising | $46,813 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,700 | TotalAmt |
| Program Services | $88,316 | ProgramServicesAmt |
| Management And General | $25,651 | ManagementAndGeneralAmt |
| Fundraising | $95,733 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,979 | TotalAmt |
| Program Services | $3,369 | ProgramServicesAmt |
| Management And General | $1,125 | ManagementAndGeneralAmt |
| Fundraising | $4,485 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,680 | TotalAmt |
| Program Services | $6,175 | ProgramServicesAmt |
| Management And General | $2,755 | ManagementAndGeneralAmt |
| Fundraising | $14,750 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,450 | TotalAmt |
| Program Services | $7,981 | ProgramServicesAmt |
| Management And General | $2,057 | ManagementAndGeneralAmt |
| Fundraising | $9,412 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Management And General | $6,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,800 | TotalAmt |
| Program Services | $7,800 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,801 | TotalAmt |
| Management And General | $90,801 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,190 | TotalAmt |
| Program Services | $1,900 | ProgramServicesAmt |
| Management And General | $290 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,300 | TotalAmt |
| Program Services | $30,300 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,800 | TotalAmt |
| Program Services | $4,800 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. EXPENSES | Desc |
| Total | $299 | TotalAmt |
| Management And General | $299 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,624,669 | TotalAmt |
| Program Services | $18,311,444 | ProgramServicesAmt |
| Management And General | $142,032 | ManagementAndGeneralAmt |
| Fundraising | $171,193 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,562,951 | BOYAmt |
| EOY | $7,744,770 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $820,000 | BOYAmt |
| EOY | $841,675 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,014,615 | BOYAmt |
| EOY | $22,447,361 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $773 | BOYAmt |
| EOY | $61,523 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,398,339 | BOYAmt |
| EOY | $31,095,329 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,491 | BOYAmt |
| EOY | $1,997 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,436,088 | BOYAmt |
| EOY | $11,084,450 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,257,900 | BOYAmt |
| EOY | $5,337,392 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,704,479 | BOYAmt |
| EOY | $16,423,839 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,873,860 | BOYAmt |
| EOY | $13,940,205 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $820,000 | BOYAmt |
| EOY | $731,285 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,693,860 | BOYAmt |
| EOY | $14,671,490 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,398,339 | BOYAmt |
| EOY | $31,095,329 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,950,975 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,071,395 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,082,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,550,561 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,078,977 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,943,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,423,854 | CurrentTaxYearAmt |
| Total | $61,079,575 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,082,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,550,561 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,078,977 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,943,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,423,854 | CurrentTaxYearAmt |
| Total | $61,079,575 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $19,896,700 | SubstantialContributorsTotAmt |
| Public Support Total170 | $41,182,875 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,971 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $278,145 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $100,896 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,267 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $274,994 | CurrentTaxYearAmt |
| Total | $801,273 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $61,880,848 | TotalSupportAmt |
| Public Support CY170 | 0.66550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62910 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,453,476 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,453,476 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $729,671 | CurrentYearMinus3Amt |
| Current Year Minus2 | $756,167 | CurrentYearMinus2Amt |
| Current Year Minus1 | $821,210 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,307,048 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,960,572 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $182,418 | CurrentYearMinus3Amt |
| Current Year Minus2 | $189,042 | CurrentYearMinus2Amt |
| Current Year Minus1 | $205,303 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $826,763 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,240,145 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO THIRD WAY, A RELATED PARTY | Desc |
| Amt | $5,337,392 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,337,392 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD WAY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVE NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 201734070 | RecipientEIN |
| IRC Section | 501(C)(4) | IRCSectionDesc |
| Cash Grant | $18,088,982 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES RELATED TO ECONOMIC, NATIONAL SECURITY, ENERGY AND SOCIAL POLICY ISSUES AND PROVIDE INSIGHT INTO THE BELIEFS AND POLICY PREFERENCES OF SELF-IDENTIFIED MODERATES. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTS, SUCH AS THOSE MADE BY THIRD WAY INSTITUTE TO THIRD WAY (GRANT RECIPIENT) IN 2022 MUST COMPLY WITH THE FOLLOWING RESTRICTIONS: (A) THE GRANT RECIPIENT CAN ONLY USE THE GRANT FUNDS FOR CHARITABLE AND EDUCATIONAL ACTIVITIES, AS DEFINED IN SECTION 501(C)(3) OF THE CODE, AND NO FUNDS MAY BE USED FOR ANY OTHER PURPOSE; (B) GRANT FUNDS SHALL NOT BE USED FOR ANY ACTIVITY CONSIDERED TO BE LOBBYING UNDER SECTION 4911 AND 501(H) OF THE CODE; (C) GRANT FUNDS SHALL NOT BE USED TO SUPPORT OR OPPOSE ANY CANDIDATE SEEKING ELECTION TO PUBLIC OFFICE, OR PROVIDE A BENEFIT TO ANY POLITICAL PARTY OR CANDIDATE; (D) IN ADDITION, THE GRANT RECIPIENT MUST PROVIDE THIRD WAY INSTITUTE WITH DETAILED SEMI-ANNUAL REPORTS ON HOW THE GRANT FUNDS WERE USED, DEMONSTRATING THAT THE FUNDS WERE ONLY USED FOR THE CHARITABLE AND EDUCATIONAL PURPOSES APPROVED IN THE ORIGINAL GRANT PROPOSALS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JONATHAN COWAN | ||||||||||||||
| PRESIDENT | $0 | $412,388 | $0 | $0 | $0 | $2,549 | $0 | $12,200 | $0 | $21,964 | $0 | $449,101 | $0 | $0 |
| MATTHEW BENNETT | ||||||||||||||
| SECRETARY | $0 | $380,830 | $0 | $0 | $0 | $2,549 | $0 | $12,200 | $0 | $27,519 | $0 | $423,098 | $0 | $0 |
| BRENDA BETHEA | ||||||||||||||
| TREASURER | $0 | $248,837 | $0 | $0 | $0 | $2,549 | $0 | $10,045 | $0 | $18,104 | $0 | $279,535 | $0 | $0 |
| CHAD FITZGERALD | ||||||||||||||
| SR. ADVISOR TO THE PRESIDENT | $0 | $204,957 | $0 | $0 | $0 | $488 | $0 | $8,297 | $0 | $24,575 | $0 | $238,317 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE J, PART II: | FormAndLineReferenceDesc |
| Explanation | ALL W2 WAGES ARE PAID BY THIRD WAY, A RELATED ORGANIZATION. AMOUNTS ARE SPLIT WITH THE RELATED ORGANIZATION BASED ON COST SHARING. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $106,255 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE IS REPORTING THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS CONTINUED: | ANALYZING AND PRODUCING PUBLIC REPORTS ON IMMIGRATION TOPICS THAT ARE UNDER DISCUSSION AT THE STATE AND FEDERAL LEVEL, INCLUDING POLICY CHANGES DURING THE PANDEMIC, ENHANCEMENTS TO BORDER SECURITY, PROPOSALS TO PROTECT THE DREAMER AND TEMPORARY PROTECTED STATUS POPULATIONS, AND EFFORTS TO CUT BOTH LEGAL AND UNDOCUMENTED IMMIGRANTS OFF FROM ACCESS TO ESSENTIAL SERVICES; DRAFTING AND RELEASING MEMOS THAT DEMONSTRATE COMMON-GROUND, SENSIBLE POLICY OPTIONS FOR ADDRESSING GUN VIOLENCE IN OUR COUNTRY, PARTICULARLY MASS SHOOTINGS AND ANALYZING THE CHALLENGES FACING POLICING REFORM AND CREATING PROPOSALS THAT COULD HELP POLICYMAKERS BRIDGE THE DIVIDE AND MAKE PROGRESS AT THE FEDERAL LEVEL. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S FORM 990 WAS PREPARED BY STAFF WORKING WITH A PROFESSIONAL RETURN PREPARER AND REVIEWED BY ITS PRESIDENT. A COPY OF THE RETURN WILL BE PROVIDED TO THE ENTIRE BOARD BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REMINDS STAFF AND MEMBERS OF THE BOARD OF THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND IS FOLLOWED UP FOR COMPLETION BY THE ORGANIZATION'S PRESIDENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THIRD WAY, A RELATED ORGANIZATION, CONDUCTED A REVIEW OF CEO AND OTHER CORPORATE OFFCIERS' SALARIES AND COMPARED THE SALARIES WITH COMPARABLY SIZED ORGANIZATIONS TO DETERMINE A REASONABLE COMPENSATION PACKAGE. THE SALARY REVIEW INCLUDED A COMPENSATION SURVEY AND EVALUATING THE FORM 990 OF OTHER SIMILAR ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII: | ALL W2 WAGES ARE PAID BY THIRD WAY, A RELATED ORGANIZATION. AMOUNTS ARE SPLIT WITH THE RELATED ORGANIZATION BASED ON COST SHARING. |
| FORM 990, PART XII, LINE 2C: | THESE PROCESSES HAVE NOT CHANGED SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD WAY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVE NW SUITE 501 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201734070 | EIN |
| Primary Activities | TO RESEARCH AND DEVELOP CENTRIST POLICY IDEAS. | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THIRD WAY | ||
| O | $368,497 | COST |
| THIRD WAY | ||
| B | $18,088,982 | COST |