THIRD WAY INSTITUTE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THIRD WAY INSTITUTE (EIN 26-0535276)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201921339349302762
- Schema version
- 2018v3.1
- 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 J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T09:47:22-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-09 | 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 |
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 | 2019-05-09 | IPDt |
| IP Tm | 16:16:33 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5575D90CB195091D6B4EB5F3F752F7C02BA6CC45 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5575D90CB195091D6B4EB5F3F752F7C02BA6CC45 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | $11,944,533 | 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 | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,483,644 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,082,250 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $146,806 | PYInvestmentIncomeAmt |
| CY Investment Income | $374,849 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,630,450 | PYTotalRevenueAmt |
| CY Total Revenue | $8,457,099 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,179,766 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $120,790 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $114,495 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,391 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $78,831 | PYOtherExpensesAmt |
| CY Other Expenses | $96,674 | CYOtherExpensesAmt |
| PY Total Expenses | $8,379,387 | PYTotalExpensesAmt |
| CY Total Expenses | $211,169 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,251,063 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,245,930 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,834,746 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,826,482 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $90,544 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,604,523 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,744,202 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,221,959 | 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 | $128,816 | ExpenseAmt |
| 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. CLEAN ENERGYIN 2018, THE INSTITUTE SUPPORTED A SERIES OF EXEMPT ACTIVITIES OF THIRD WAY'S CLEAN ENERGY PROGRAM, INCLUDING: 1. ADVOCATING FOR CLEAN ENERGY INNOVATION AS A PATH TO ZERO-CARBON EMISSIONS GOALS VIA A BROAD INCLUSIVE AGENDA, MEETING WITH LEADERS AT NGOS, DEPARTMENT OF ENERGY STAFF, BRIEFING POLICY MAKERS, AND DEVELOPING PRODUCTS TO HELP POLICYMAKERS UNDERSTAND THE LOCAL AND REGIONAL OPPORTUNITIES CLEAN ENERGY PROVIDES; 2. EXPANDING THE ROLE FOR ADVANCED NUCLEAR IN THE LARGER CLIMATE POLICY ARENA MOVING THE CONVERSATION BY ORGANIZING THE FIRST ADVANCED NUCLEAR EVENT AT THE CLEAN ENERGY MINISTERIAL, HOSTING OUR "FUTURE OF NUCLEAR" EVENTS WHICH BROUGHT TOGETHER EXPERTS OUTSIDE NUCLEAR, ENGAGING COMMUNITIES AND TO SPUR TECHNOLOGICAL ADVANCEMENT AND GENERATING A BOSTON GLOBE EDITORIAL TO KEEP ITS NUCLEAR PLANT;3. COORDINATING ENVIRONMENTAL AND CLIMATE ADVOCATES TO ORGANIZE EFFORT, AVOID REPLICATION, AND ALLOW ORGANIZATIONS TO INTERACT AND PLAN TOGETHER SUCH AS ESTABLISHING REGULAR DIALOGUES BETWEEN STAKEHOLDERS AND FORMING WORKING GROUPS TO COLLABORATE IN AREAS OF EXPERTISE. ECONOMICSIN 2018, THE INSTITUTE SUPPORTED A SERIES OF EXEMPT ACTIVITIES OF THIRD WAY'S ECONOMICS PROGRAM, INCLUDING:1. UNDERSTANDING ECONOMIC OPPORTUNITY: RELEASED THREE FOUNDATIONAL REPORTS ON ECONOMIC OPPORTUNITY ACROSS THE UNITED STATES. WORK INCLUDED ANALYSIS OF HOW OPPORTUNITY HAS BECOME CONCENTRATED, A LOOK AT BUSINESS GROWTH OVER THE LAST DECADE, AND ORIGINAL DATA ANALYSIS OF JOB QUALITY ACROSS 204 METRO AREAS. 2. POLICIES TO PROMOTE ECONOMIC OPPORTUNITY: RELEASED A SERIES OF REPORTS, MEMOS, AND OPED PIECES ON HOW TO SPECIFICALLY SPREAD OPPORTUNITY TO MORE PEOPLE AND MORE PLACES. WORK TOUCHED ON EXPANDING BROADBAND TO THOSE NOT CONNECTED, A NEW APPROACH TO RAISING THE MINIMUM WAGE, INCREASING THE NUMBER OF APPRENTICESHIPS AND CREDENTIALS IN AMERICA, AND A NEW APPROACH TO MODERNIZING THE SOCIAL SAFETY NET FOR DISLOCATED WORKERS. 3. REFORMING HEALTH CARE: RELEASED A REPORT ON COMBATING HIGH DRUG PRICES AND DID EXTENSIVE RESEARCH AND ANALYSIS ON A NEW POLICY PROPOSAL THAT WOULD ENSURE UNIVERSAL COVERAGE AND A CAP ON COSTS NO MATTER WHERE THE INDIVIDUAL GOT THEIR INSURANCE.NATIONAL SECURITYIN 2018, THE INSTITUTE SUPPORTED A SERIES OF EXEMPT ACTIVITIES OF THIRD WAY'S NATIONAL SECURITY PROGRAM, INCLUDING:1. LAUNCHING THE CYBER ENFORCEMENT INITIATIVE TO SHAKE UP THE CYBERSECURITY DEBATE BY IDENTIFYING AND ELEVATING POLICY SOLUTIONS THAT IMPROVE THE GOVERNMENT'S ABILITY TO IDENTIFY, STOP, AND PUNISH THE HUMAN BEHIND MALICIOUS CYBER ACTIVITY. CURRENT CYBERSECURITY EFFORTS ARE FOCUSED ON DEFENSIVE, TECHNOLOGY-ORIENTED SOLUTIONS-CLOSING VULNERABILITIES, CREATING STRONGER DEVICES AND APPLICATIONS, SETTING STANDARDS. 2. POLICY DEVELOPMENT INCLUDING PRODUCING THE 2018 NATIONAL SECURITY DEBATE BOOK, A SERIES OF HIGH-IMPACT, EXECUTIVE LEVEL BRIEFINGS ON THE KEY NATIONAL SECURITY ISSUES THAT POLICYMAKERS WERE FACING IN 2018; ASSESSING CURRENT US-NORTH KOREAN NEGOTIATIONS TO REDUCE THEIR NUCLEAR WEAPONS PROGRAMS, AS COMPARED WITH HISTORICAL EFFORTS; PRODUCING A COMPARISON OF VARIOUS LEGISLATIVE PROPOSALS TO AMEND THE AUTHORIZATION FOR USE OF MILITARY FORCE; AND ASSESSING THE HOUSE INTELLIGENCE COMMUNITY'S INVESTIGATIONS INTO RUSSIAN INTERFERENCE IN THE 2016 ELECTION, FROM A HISTORICAL PERSPECTIVE.SOCIAL POLICY AND POLITICSIN 2018, THE INSTITUTE SUPPORTED A SERIES OF EXEMPT ACTIVITIES OF THIRD WAY'S SOCIAL POLICY AND POLITICS PROGRAM, INCLUDING:1. OFFERING A COMPREHENSIVE FEDERAL COLLEGE QUALITY AGENDA THAT SHIFTS THE FOCUS AMONG MEMBERS OF CONGRESS, THE PRESS, AND OTHER INFLUENCERS FROM COST TO VALUE BY CONDUCTING PUBLIC OPINION RESEARCH TO BETTER UNDERSTAND HOW AMERICANS THINK ABOUT QUALITY IN THE HIGHER EDUCATION CONTEXT; AND PRODUCING REPORTS ANALYZING PUBLICLY-AVAILABLE DATA ABOUT STUDENT OUTCOMES IN HIGHER EDUCATION, CALLING ATTENTION TO THE NEED TO IMPROVE THEM AT INSTITUTIONS IN EVERY SECTOR.2. ADDRESSING THREATS TO CONTENTIOUS SOCIAL ISSUES AND ASSISTING MODERATE POLICYMAKERS IN THEIR MESSAGING ON ISSUES LIKE IMMIGRATION, GUN SAFETY, LGBT RIGHTS, AND REPRODUCTIVE RIGHTS, INCLUDING DRAFTING AND RELEASING MEMOS THAT EXPLAINED THE MAJOR SUPREME COURT CASES TO IMPACT SOCIAL POLICY IN ADVANCE OF THEIR ARGUMENTS AT THE COURT; AND ANALYZING AND PRODUCING PUBLIC REPORTS ON IMMIGRATION TOPICS THAT ARE UNDER DISCUSSION AT THE STATE AND FEDERAL LEVEL, INCLUDING REFORMS TO IMMIGRATION AND CUSTOMS ENFORCEMENT, BORDER SECURITY, AND PROPOSALS TO PROTECT THE DREAMER AND TEMPORARY PROTECTED STATUS POPULATIONS. | Desc |
| Total Program Service Expenses | $128,816 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 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 (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 |
|---|---|---|---|---|---|---|---|
| JONATHAN COWAN | |||||||
| PRESIDENT | 4.00 | 38.00 | Yes (X) | Yes (X) | $33,997 | $307,146 | $27,727 |
| NANCY HALE | |||||||
| TREASURER UNTIL 12/17/2018 | 2.00 | 38.00 | Yes (X) | Yes (X) | $19,257 | $516,147 | $17,739 |
| BRENDA BETHEA | |||||||
| TREASURER AS OF 12/17/2018 | 2.00 | 38.00 | Yes (X) | Yes (X) | $28,212 | $160,768 | $8,202 |
| 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 | $292,134 | $29,292 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $96,920 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,276,195 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $82,960 | 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 | $8,082,250 | AllOtherContributionsAmt |
| Noncash Contributions | $99,963 | NoncashContributionsAmt |
| Total Contributions | $8,082,250 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,971 | TotalRevenueColumnAmt |
| Exclusion | $111,971 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,750,312 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,487,434 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $262,878 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $262,878 | TotalRevenueColumnAmt |
| Exclusion | $262,878 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,457,099 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $374,849 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,275 | TotalAmt |
| Program Services | $86,025 | ProgramServicesAmt |
| Management And General | $16,270 | ManagementAndGeneralAmt |
| Fundraising | $980 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,362 | TotalAmt |
| Program Services | $1,135 | ProgramServicesAmt |
| Management And General | $215 | ManagementAndGeneralAmt |
| Fundraising | $12 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,858 | TotalAmt |
| Program Services | $7,399 | ProgramServicesAmt |
| Management And General | $1,430 | ManagementAndGeneralAmt |
| Fundraising | $29 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Program Services | $830 | ProgramServicesAmt |
| Management And General | $160 | ManagementAndGeneralAmt |
| Fundraising | $10 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,845 | TotalAmt |
| Management And General | $4,845 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,550 | TotalAmt |
| Management And General | $7,550 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,653 | TotalAmt |
| Management And General | $43,653 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,089 | TotalAmt |
| Program Services | $4,240 | ProgramServicesAmt |
| Management And General | $803 | ManagementAndGeneralAmt |
| Fundraising | $46 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,537 | TotalAmt |
| Program Services | $22,942 | ProgramServicesAmt |
| Management And General | $4,347 | ManagementAndGeneralAmt |
| Fundraising | $248 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,390 | TotalAmt |
| Program Services | $6,158 | ProgramServicesAmt |
| Management And General | $1,167 | ManagementAndGeneralAmt |
| Fundraising | $65 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FILING FEES | $505 | $505 | ||
| MISCELLANEOUS | $105 | $17 | $87 | $1 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,169 | TotalAmt |
| Program Services | $128,816 | ProgramServicesAmt |
| Management And General | $80,962 | ManagementAndGeneralAmt |
| Fundraising | $1,391 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $583 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,240,688 | BOYAmt |
| EOY | $14,343,155 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $675,912 | BOYAmt |
| EOY | $127,976 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128 | BOYAmt |
| EOY | $334 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,914,892 | BOYAmt |
| EOY | $4,352,404 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,543 | BOYAmt |
| EOY | $2,613 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,834,746 | BOYAmt |
| EOY | $18,826,482 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,544 | BOYAmt |
| EOY | $79,848 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,524,675 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,544 | BOYAmt |
| EOY | $2,604,523 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,744,202 | BOYAmt |
| EOY | $16,221,959 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,744,202 | BOYAmt |
| EOY | $16,221,959 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,834,746 | BOYAmt |
| EOY | $18,826,482 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,245,930 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$768,173 | 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 | $8,334,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,240,771 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,576,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,483,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,082,250 | CurrentTaxYearAmt |
| Total | $43,717,805 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,334,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,240,771 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,576,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,483,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,082,250 | CurrentTaxYearAmt |
| Total | $43,717,805 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,829,531 | SubstantialContributorsTotAmt |
| Public Support Total170 | $26,888,274 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,261 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,123 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $111,971 | CurrentTaxYearAmt |
| Total | $304,912 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,022,717 | TotalSupportAmt |
| Public Support CY170 | 0.61080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65960 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $209,778 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $209,778 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $41,956 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,489 | 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 | $533,163 | CurrentYearMinus3Amt |
| Current Year Minus2 | $508,114 | CurrentYearMinus2Amt |
| Current Year Minus1 | $568,852 | CurrentYearMinus1Amt |
| Current Year | $41,956 | CurrentYearAmt |
| Total | $1,652,085 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,478,128 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $133,291 | CurrentYearMinus3Amt |
| Current Year Minus2 | $127,029 | CurrentYearMinus2Amt |
| Current Year Minus1 | $142,213 | CurrentYearMinus1Amt |
| Current Year | $10,489 | CurrentYearAmt |
| Total | $413,022 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $619,533 | 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 | $920,483 | 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 | $920,483 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $920,483 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | 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 | $33,997 | $306,185 | $0 | $0 | $0 | $961 | $1,100 | $9,900 | $1,673 | $15,054 | $36,770 | $332,100 | $0 | $0 |
| NANCY HALE | ||||||||||||||
| TREASURER UNTIL 12/17/2018 | $19,257 | $250,685 | $0 | $0 | $0 | $265,462 | $550 | $10,450 | $337 | $6,402 | $20,144 | $532,999 | $0 | $0 |
| BRENDA BETHEA | ||||||||||||||
| TREASURER AS OF 12/17/2018 | $28,212 | $160,048 | $0 | $0 | $0 | $720 | $960 | $5,442 | $270 | $1,530 | $29,442 | $167,740 | $0 | $0 |
| MATTHEW BENNETT | ||||||||||||||
| SECRETARY | $15,454 | $291,173 | $0 | $0 | $0 | $961 | $550 | $10,450 | $915 | $17,377 | $16,919 | $319,961 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | NANCY HALE, SENIOR VP, RECEIVED A SEVERANCE PACKAGE UPON HER SEPERATION FROM THE ORGANIZATION IN DECEMBER OF 2018. THE AMOUNT OF HER SEVERANCE WAS $265,000. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $99,963 | 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 | $114,495 | InvolvedAmt |
| Method Of Amount Determination | SHARING OF EMPLOYEES | MethodOfAmountDeterminationTxt |
Comments