THIRD WAY INSTITUTE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THIRD WAY INSTITUTE (EIN 26-0535276)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-01
- IRS object ID
- 202021839349302062
- Schema version
- 2019v5.1
- 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 F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-01T16:19:18-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | JONES MARESCA & MCQUADE PA | 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 | 2019-01-01 | 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 | JONATHAN COWAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2023841700 | PhoneNum |
| Signature | 2020-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID JONES | PreparerPersonNm |
| PTIN | P01361002 | PTIN |
| Phone | 2022963306 | PhoneNum |
| Preparation | 2020-07-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-01 | IPDt |
| IP Tm | 07:43:46 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6B9FE56E4086D3ADC6C976C35A5A228342CCA799 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3C3155FC485199F728C980AB5EC5DB38AD63B029 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | 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 | $13,846,143 | 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 | $8,082,250 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,550,561 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $374,849 | PYInvestmentIncomeAmt |
| CY Investment Income | $550,059 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,457,099 | PYTotalRevenueAmt |
| CY Total Revenue | $12,100,620 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,329,192 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $114,495 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $186,900 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,113 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $96,674 | PYOtherExpensesAmt |
| CY Other Expenses | $83,441 | CYOtherExpensesAmt |
| PY Total Expenses | $211,169 | PYTotalExpensesAmt |
| CY Total Expenses | $11,599,533 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,245,930 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $501,087 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,826,482 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,801,324 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,604,523 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,645,843 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,221,959 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,155,481 | 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 | $11,531,911 | ExpenseAmt |
| Grant | $11,329,192 | 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 ENERGY: THE CLIMATE AND ENERGY PROGRAM, IN ITS MISSION TO CHANGE THE NATIONAL POLICY CONVERSATION AND PUT THE UNITED STATES ON THE FASTEST, FAIREST PATH TO NET-ZERO CARBON EMISSIONS BY FOCUSING ON 1) FILLING POLICY GAPS, 2) BUILDING A COALITION TO SUPPORT THESE POLICIES, AND 3) ESTABLISHING OUR NARRATIVE.FILLING CRITICAL POLICY GAPS: WE NEEDED TO ESTABLISH WHAT POLICIES WERE NEEDED, AND DEVELOP TOOLS TO FILL THOSE GAPS. TO DO THIS, OUR TEAM'S WORK INCLUDED: CONDUCTING AN INTERNAL-ONLY SURVEY OF THE FRAMEWORK OF NATIONAL POLICIES, IN ADDITION TO A PRICE ON CARBON THAT THE UNITED STATES SHOULD USE TO ACHIEVE NET-ZERO EMISSIONS BY 2050; PUBLISHING A DOZEN PAPERS AND DIGITAL PRODUCTS. THIS INCLUDED THREE PAPERS THAT DEFINED THE CLIMATE CHALLENGE BEFORE US, IDENTIFIED THE SOURCES OF THE PROBLEM, AND A CALL TO ACTION ON A NATIONAL CLIMATE PLAN; AND PUSHING THE CLIMATE CONVERSATION BEYOND THE OFTEN-DISCUSSED POWER SECTOR TO INCLUDE OTHER IMPORTANT SOURCES OF EMISSIONS LIKE MANUFACTURING BY USING EVENTS AND WRITTEN PRODUCTS.BUILDING A DIVERSE COALITION TO SUPPORT THESE POLICIES: WE NEED THE SUPPORT OF A BROAD RANGE OF ALLIES SO OUR POLICIES CAN SUCCEED. TO ENSURE THIS OUR EFFORTS INCLUDED: DEEPENING OUR RELATIONSHIPS WITH A BROAD SET OF EXTERNAL ALLIES THAT NOW SUPPORT OUR 0X50, OR SIMILAR, OBJECTIVE INCLUDING AN EMPHASIS ON INNOVATION. CLEAN AIR TASK FORCE (CATF), ENVIRONMENTAL DEFENSE FUND (EDF), AND WORLD RESOURCES INSTITUTE (WRI) HAVE BEEN INSTRUMENTAL IN THIS SUCCESS, COORDINATING WITH US ON PRIVATE BRIEFINGS, EVENTS, AND ENGAGEMENT WITH TARGETED ORGANIZATIONS; AND WORKING WITH A VARIETY OF LABOR UNIONS, THE BLUEGREEN ALLIANCE, AND COMPANIES.ESTABLISH A CLEAR NARRATIVE FOR OUR APPROACH: TO CHANGE THE CONVERSATION ON CLIMATE, THE WORK BY US AND OUR PARTNERS INCLUDED: ESTABLISHING 0X50 AS THE STANDARD BY PUBLISHING REPORTS, AND MEMOS, WAGING A CONCERTED EARNED MEDIA CAMPAIGN, AND HOLDING BOTH PUBLIC AND PRIVATE EVENTS; AND HELPING MAKE A FUNDAMENTAL SHIFT AWAY FROM 100% RENEWABLES AS THE COMMONLY-EMBRACED TACTIC FOR ADDRESSING CLIMATE CHANGE TO A MORE EFFECTIVE TECHNOLOGY-INCLUSIVE APPROACH. ECONOMICS: IN 2019, OUR ECONOMIC PROGRAM FOCUSED ON TWO CORE AREAS: 1) SOWING DOUBT ABOUT SOME OF THE MOST IDEOLOGICALLY EXTREME POLICIES IN THE PUBLIC DEBATE TO MAKE SPACE FOR A MODERN AGENDA, AND 2) PROVIDING THE INTELLECTUAL FOUNDATION THAT POLICYMAKERS USE TO ADDRESS THE CONCENTRATION OF ECONOMIC OPPORTUNITY.SOWING DOUBT: ONE OF THE BARRIERS TO ADVANCING A MODERN ECONOMIC AGENDA ARE ENTRENCHED IDEOLOGICAL POSITIONS. THUS, OUR WORK SOWED DOUBT ABOUT SOME OF THE MOST FAR-FLUNG POLICY POSITIONS TAKING ROOT IN AN ATTEMPT TO MAKE SPACE IN THE POLITICAL DEBATE FOR AN AGENDA THAT GIVES MORE PEOPLE THE OPPORTUNITY TO EARN. THIS INCLUDED: PRODUCING A SERIES OF PRODUCTS THAT EXAMINE POPULIST IDEAS SUCH AS A SINGLE PAYER HEALTH CARE SYSTEM, A FEDERAL JOBS GUARANTEE, AND MODERN MONETARY THEORY; AND CONDUCTING EXTENSIVE EDUCATIONAL OUTREACH WITH THOUGHT LEADERS ON THE SUBSTANTIVE AND POLITICAL ISSUES SURROUNDING THESE IDEOLOGICAL PROPOSALS.INTELLECTUAL FOUNDATION FOR ECONOMIC OPPORTUNITY: OUR TEAM CONTINUED TO DEVELOP DETAILED ANALYSIS OF THE OPPORTUNITY CRISIS GRIPPING AMERICA AND BUILT OUT A SERIES OF POLICIES TO ADDRESS THIS CRISIS. SPECIFICALLY, WE DEVELOPED A DEEP BENCH OF KNOWLEDGE AND POLICY SOLUTIONS THAT PERSUADE POLICYMAKERS TO ADDRESS FIVE CRITICAL AREAS THAT INCLUDED: MAKING THE CASE FOR PLACE-BASED ECONOMIC DEVELOPMENT THROUGH EXPANDED BROADBAND AND EQUITY CAPITAL; PUBLISHING A SERIES OF PAPERS EXAMINING WORKFORCE CREDENTIALS AND APPRENTICESHIPS; DEVELOPING A NEW HEALTH CARE PLAN CENTERED AROUND CAPPING COSTS FOR PATIENTS; UNPACKING THE NEED FOR ROBUST PRIVATE RETIREMENT SAVINGS FOR ALL WORKERS WITH OUR PROPOSAL FOR UNIVERSAL PRIVATE RETIREMENT ACCOUNTS; AND EXPLORING HOW TO MAKE WORK PAY, INCLUDING HOW TO RAISE THE MINIMUM WAGE IN A WAY THAT MINIMIZES DISRUPTION TO JOBS.NATIONAL SECURITY: IN 2019, THE NATIONAL SECURITY PROGRAM FOCUSED ON 1) NARROWING THE CYBER ENFORCEMENT GAP, AND 2) THE POLITICS OF NATIONAL SECURITY.NARROWING THE CYBER ENFORCEMENT GAP: OUR TEAM WORKED TO INCREASE AWARENESS ON THE CYBER ENFORCEMENT GAP AND CREATING THE POLITICAL WILL AND POLICY SOLUTIONS TO NARROW IT. THIS INCLUDED: HOSTING OUR FIRST EVER AND FIRST OF ITS KIND CYBER-ENFORCEMENT SYMPOSIUM WITH PARTICIPATION FROM MEMBERS OF CONGRESS, LAW ENFORCEMENT, THE PRIVATE SECTOR, AND FOREIGN GOVERNMENTS; PUBLISHING A SPECIAL ISSUE ON CYBER ENFORCEMENT WITH THE JOURNAL OF NATIONAL SECURITY LAW AND POLICY WITH EXPERTS FROM AROUND THE COUNTRY; ISSUING A CALL TO ACTION FOR A COMPREHENSIVE NATIONAL CYBER ENFORCEMENT STRATEGY; DEVELOPING AN ENFORCEMENT GAP METRIC THAT IS WIDELY-CITED TO ILLUSTRATE THE CHALLENGES THAT LAW ENFORCEMENT FACES; ESTABLISHING A ROADMAP OF THE STATUS AND CHALLENGES ON GLOBAL CAPACITY BUILDING FOR CYBER ENFORCEMENT; ISSUING RECOMMENDATIONS ON HOW TO IMPROVE THE GOVERNMENT'S CYBER ENFORCEMENT METRICS; SPEAKING ABOUT CYBER ENFORCEMENT AT CONFERENCES OF INTERNATIONAL ORGANIZATIONS AND US TECHNOLOGISTS; AND CREATING A COMMUNITY BY PARTNERING WITH CYBER EXPERTS AND ORGANIZATIONS AROUND NARROWING THE CYBER ENFORCEMENT GAP.SOCIAL POLICY AND POLITICS: IN 2019, THE SOCIAL POLICY AND POLITICS PROGRAM CONTINUED ITS FOCUS ON 1) ANSWERING WHAT A COALITION TO DEFEAT RIGHT-WING POPULISM MUST LOOK LIKE, 2) OFFERING A COMPREHENSIVE FEDERAL COLLEGE QUALITY AGENDA THAT SHIFTS FOCUS AMONG MEMBERS OF CONGRESS, THE PRESS, AND OTHER INFLUENCES FROM COST TO VALUE, AND 3) ADDRESSING THREATS TO THE PROGRESS WE HAVE MADE ON SOCIAL ISSUES AND ASSISTING MODERATE POLICY MAKERS IN HOW TO HANDLE THESE ISSUES IN A PRAGMATIC PROGRESSIVE WAY THAT REFLECTS THE VALUES OF THEIR CONSTITUENTS. IDENTIFYING A COALITION THAT CAN VANQUISH RIGHT-WING POPULISM: OUR POLITICS TEAM WORKED TO ANSWER THIS QUESTION BY: UTILIZING ELECTION AND PUBLIC OPINION DATA TO DRAFT REPORTS ANALYZING AND EXPLAINING THE AMERICAN ELECTORATE AND DIFFERENCES ACROSS STATES AND DISTRICTS; CONDUCTING QUARTERLY RESEARCH ON 2020 DEMOCRATIC PRIMARY VOTERS TO SHOW THAT THESE VOTERS WANT THE PRESIDENTIAL CANDIDATES TO RUN ON MAINSTREAM ISSUES FOCUSED ON TACKLING BIG PROBLEMS AND DELIVERING TANGIBLE RESULTS-NOT TO COUNTER RIGHT-WING POPULISM WITH LEFT-WING POPULISM; CONDUCTING RESEARCH TO BETTER UNDERSTAND MODERATES, INDEPENDENTS, AND OTHER AMERICANS WHO DO NOT IDENTIFY ON THE IDEOLOGICAL POLES AND RELEASE REPORTS ABOUT THEIR WORLDVIEW, PRIORITIES, AND APPROACHES TO KEY ISSUES; AND ADVOCATING TO ELIMINATE CAUCUSES AND CLOSED PRIMARIES AND ENACT OTHER ELECTORAL REFORMS ENSURE OUR SYSTEM OF GOVERNMENT IS MORE REPRESENTATIVE OF THE ENTIRE COUNTRY, NOT JUST THE IDEOLOGICAL FRINGES.SHIFTING THE FOCUS IN HIGHER EDUCATION FROM COST TO VALUE: TOO OFTEN THE DEBATE IN HIGHER EDUCATION IS FOCUSED ON STICKER PRICE AND NOT THE VALUE INSTITUTIONS PROVIDE TO THEIR STUDENTS-WHICH IS WHY OUR FOCUS WAS AND IS TO SHIFT THE NATIONAL CONVERSATION AND ENSUING POLICY PROPOSALS AWAY FROM SOLELY REDUCING THE PRICE OF COLLEGE TOWARDS IMPROVING STUDENT OUTCOMES. TO THIS END, OUR HIGHER EDUCATION TEAM'S EFFORTS INCLUDED: CONDUCTING PUBLIC OPINION RESEARCH TO UNDERSCORE THAT VOTERS ON BOTH SIDES OF THE AISLE WANT GREATER ACCOUNTABILITY IN HIGHER EDUCATION AND ADDITIONAL GUARDRAILS TO ENSURE STUDENTS AND TAXPAYERS GET A RETURN ON THEIR INVESTMENT. PRODUCING EASY-TO-UNDERSTAND TRANSLATORS, INFOGRAPHICS, VIDEOS, AND REPORTS ANALYZING PUBLICLY-AVAILABLE DATA ABOUT STUDENT OUTCOMES IN HIGHER EDUCATION, CALLING ATTENTION TO THE NEED FOR CONGRESS TO INCREASE ACCOUNTABILITY IN HIGHER EDUCATION, AND PROPOSING POLICY CHANGES TO IMPROVE OUTCOMES; AND HOSTING PUBLIC EVENTS TO DEMYSTIFY COMPLICATED TOPICS IN HIGHER EDUCATION IN ORDER TO HIGHLIGHT THE NEED FOR NEW POLICY SOLUTIONS THAT INCENTIVIZE HIGHER EDUCATION INSTITUTIONS TO FOCUS ON IMPROVING STUDENT OUTCOMES. PROTECTING PROGRESS ON SOCIAL ISSUES: WE REMAIN COMMITTED TO ADDRESSING THREATS TO THE PROGRESS OUR COUNTRY HAS MADE ON SOCIAL ISSUES IN RECENT YEARS. TO THAT END, WE EMPLOYED A VARIETY OF TACTICS TO ADVANCE PRAGMATIC PROGRESSIVE LEGISLATIVE PROPOSALS AND TO HINDER ADMINISTRATION AND CONGRESSIONAL THREATS ON IMMIGRATION, GUN SAFETY, LGBT RIGHTS, AND REPRODUCTIVE FREEDOM WHICH INCLUDED: CONDUCTING PUBLIC OPINION RESEARCH TO UNDERSTAND AMERICANS' VIEWS TOWARDS IMMIGRANTS, OUR IMMIGRATION SYSTEM, AND BORDER SECURITY, PARTICULARLY WITH REGARDS TO MIGRATION AT THE SOUTHERN BORDER AND THE ASYLUM PROCESS; ANALYZING AND PRODUCING PUBLIC REPORTS AND POLICY RECOMMENDATIONS ON IMMIGRATION TOPICS THAT ARE UNDER DISCUSSION AT THE STATE AND FEDERAL LEVEL, INCLUDING REFORMS TO IMMIGRATION AND CUSTOMS ENFORCEMENT, BORDER SECURITY, ASYLUM POLICY, AND PROPOSALS TO PROTECT THE DREAMER. | Desc |
| Total Program Service Expenses | $11,531,911 | 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 | 0 | 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 | Yes (1) | 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 |
| 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 | THE ORGANIZATION | 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 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 |
|---|---|---|---|---|---|---|---|
| JONATHAN COWAN | |||||||
| PRESIDENT | 4.00 | 38.00 | Yes (X) | Yes (X) | $33,997 | $306,634 | $30,049 |
| BRENDA BETHEA | |||||||
| TREASURER | 2.00 | 38.00 | Yes (X) | Yes (X) | $28,816 | $197,529 | $7,684 |
| 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) | $15,454 | $291,517 | $31,891 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $78,267 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $795,680 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $69,624 | 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 | $11,550,561 | AllOtherContributionsAmt |
| Noncash Contributions | $234,989 | NoncashContributionsAmt |
| Total Contributions | $11,550,561 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $278,145 | TotalRevenueColumnAmt |
| Exclusion | $278,145 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,017,437 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,745,523 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $271,914 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $271,914 | TotalRevenueColumnAmt |
| Exclusion | $271,914 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,100,620 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $550,059 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,329,192 | TotalAmt |
| Program Services | $11,329,192 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,173 | TotalAmt |
| Program Services | $74,763 | ProgramServicesAmt |
| Management And General | $6,151 | ManagementAndGeneralAmt |
| Fundraising | $2,259 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,237 | TotalAmt |
| Program Services | $73,159 | ProgramServicesAmt |
| Management And General | $5,872 | ManagementAndGeneralAmt |
| Fundraising | $2,206 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,290 | TotalAmt |
| Program Services | $16,612 | ProgramServicesAmt |
| Management And General | $1,182 | ManagementAndGeneralAmt |
| Fundraising | $496 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,200 | TotalAmt |
| Program Services | $3,782 | ProgramServicesAmt |
| Management And General | $304 | ManagementAndGeneralAmt |
| Fundraising | $114 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Management And General | $1,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,900 | TotalAmt |
| Management And General | $7,900 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,834 | TotalAmt |
| Management And General | $35,834 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,602 | TotalAmt |
| Program Services | $4,144 | ProgramServicesAmt |
| Management And General | $333 | ManagementAndGeneralAmt |
| Fundraising | $125 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,800 | TotalAmt |
| Program Services | $24,135 | ProgramServicesAmt |
| Management And General | $1,937 | ManagementAndGeneralAmt |
| Fundraising | $728 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,800 | TotalAmt |
| Program Services | $6,124 | ProgramServicesAmt |
| Management And General | $491 | ManagementAndGeneralAmt |
| Fundraising | $185 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Total | $505 | TotalAmt |
| Management And General | $505 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,599,533 | TotalAmt |
| Program Services | $11,531,911 | ProgramServicesAmt |
| Management And General | $61,509 | ManagementAndGeneralAmt |
| Fundraising | $6,113 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,343,155 | BOYAmt |
| EOY | $17,703,290 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $106,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,976 | BOYAmt |
| EOY | $96,876 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334 | BOYAmt |
| EOY | $128 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,352,404 | BOYAmt |
| EOY | $5,873,081 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,613 | BOYAmt |
| EOY | $21,949 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,826,482 | BOYAmt |
| EOY | $23,801,324 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,848 | BOYAmt |
| EOY | $7,191 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,524,675 | BOYAmt |
| EOY | $5,638,652 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,604,523 | BOYAmt |
| EOY | $5,645,843 | 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 | $16,221,959 | BOYAmt |
| EOY | $18,049,481 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $106,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,221,959 | BOYAmt |
| EOY | $18,155,481 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,826,482 | BOYAmt |
| EOY | $23,801,324 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $501,087 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,432,435 | 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 | $8,240,771 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,576,390 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,483,644 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,082,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,550,561 | CurrentTaxYearAmt |
| Total | $46,933,616 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,240,771 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,576,390 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,483,644 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,082,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,550,561 | CurrentTaxYearAmt |
| Total | $46,933,616 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $18,163,006 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,770,610 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,325 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,123 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,232 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,971 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $278,145 | CurrentTaxYearAmt |
| Total | $566,796 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $47,500,412 | TotalSupportAmt |
| Public Support CY170 | 0.60570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61080 | 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 | $11,593,420 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,593,420 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $729,671 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $182,418 | 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 | $508,114 | CurrentYearMinus3Amt |
| Current Year Minus2 | $568,852 | CurrentYearMinus2Amt |
| Current Year Minus1 | $41,956 | CurrentYearMinus1Amt |
| Current Year | $729,671 | CurrentYearAmt |
| Total | $1,848,593 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,772,890 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $127,029 | CurrentYearMinus3Amt |
| Current Year Minus2 | $142,213 | CurrentYearMinus2Amt |
| Current Year Minus1 | $10,489 | CurrentYearMinus1Amt |
| Current Year | $182,418 | CurrentYearAmt |
| Total | $462,149 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $693,224 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| 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 F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $1,085,426 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,085,426 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,085,426 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
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)(3) | IRCSectionDesc |
| Cash Grant | $11,329,192 | CashGrantAmt |
| 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) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
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 2019 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 (3 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 | $306,634 | $0 | $0 | $33,997 | $0 | $1,100 | $9,900 | $1,905 | $17,144 | $37,002 | $333,678 | $0 | $0 |
| BRENDA BETHEA | ||||||||||||||
| TREASURER | $0 | $197,529 | $0 | $0 | $28,816 | $0 | $960 | $6,724 | $0 | $0 | $29,776 | $204,253 | $0 | $0 |
| MATTHEW BENNETT | ||||||||||||||
| SECRETARY | $0 | $291,517 | $0 | $0 | $15,454 | $0 | $550 | $10,450 | $995 | $19,896 | $16,999 | $321,863 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $234,989 | 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 ORGANIZATION IS REPORTING NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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 | 0 | 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
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD WAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionTypeTxt |
| Involved | $186,901 | InvolvedAmt |
| Method Of Amount Determination | SHARING OF EMPLOYEES | MethodOfAmountDeterminationTxt |
Comments