2019-05-13T09:47:22-05:00 2018-12-31 521853933 JONES MARESCA & MCQUADE PA 1730 RHODE ISLAND AVE NW SUITE 800 WASHINGTON DC 20036 990 2018-01-01 260535276 THIRD WAY INSTITUTE THIR 2023841700 1025 CONNECTICUT AVE NW SUITE 400 WASHINGTON DC 20036 JONATHAN COWAN PRESIDENT 2023841700 2019-05-09 1 DAVID JONES P01361002 2022963306 64.88.174.3 2019-05-09 16:16:33 ED P 5575D90CB195091D6B4EB5F3F752F7C02BA6CC45 5575D90CB195091D6B4EB5F3F752F7C02BA6CC45 2018 2019-02-21 02:37:17Z JONATHAN COWAN 1025 CONNECTICUT AVE NW SUITE 400 WASHINGTON DC 20036 11944533 0 X N/A X 2006 DE TO SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES THAT ADVANCE CENTRIST SOLUTIONS. 6 4 0 5 0 0 10483644 8082250 0 0 146806 374849 0 0 10630450 8457099 8179766 0 0 0 120790 114495 0 0 1391 78831 96674 8379387 211169 2251063 8245930 8834746 18826482 90544 2604523 8744202 16221959 X THIRD WAY INSTITUTE SUPPORTS CHARITABLE AND EDUCATIONAL ACTIVITIES THAT ADVANCE CENTRIST SOLUTIONS TO MAJOR ECONOMIC, NATIONAL SECURITY, ENERGY AND SOCIAL POLICY ISSUES. 0 0 128816 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. 128816 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 2023841700 1025 CONNECTICUT AVE NW SUITE 400 WASHINGTON DC 20036 JONATHAN COWAN PRESIDENT 4.00 38.00 X X 33997 307146 27727 NANCY HALE TREASURER UNTIL 12/17/2018 2.00 38.00 X X 19257 516147 17739 BRENDA BETHEA TREASURER AS OF 12/17/2018 2.00 38.00 X X 28212 160768 8202 DAVID HELLER TRUSTEE 2.00 2.00 X 0 0 0 JACQUIE LAWING EBERT TRUSTEE 2.00 X 0 0 0 THURGOOD MARSHALL JR TRUSTEE 2.00 2.00 X 0 0 0 ROGAN KERSH TRUSTEE 2.00 X 0 0 0 MATTHEW BENNETT SECRETARY 2.00 38.00 X 15454 292134 29292 96920 1276195 82960 0 0 1 0 0 8082250 99963 8082250 111971 111971 3750312 3487434 262878 262878 262878 8457099 0 0 374849 103275 86025 16270 980 1362 1135 215 12 8858 7399 1430 29 1000 830 160 10 4845 4845 7550 7550 43653 43653 5089 4240 803 46 27537 22942 4347 248 7390 6158 1167 65 FILING FEES 505 505 MISCELLANEOUS 105 87 17 1 211169 128816 80962 1391 583 2240688 14343155 675912 127976 128 334 5914892 4352404 2543 2613 8834746 18826482 90544 79848 2524675 90544 2604523 X 8744202 16221959 8744202 16221959 8834746 18826482 8245930 -768173 0 X X 0 1 X 1 0 X 8334750 8240771 8576390 10483644 8082250 43717805 8334750 8240771 8576390 10483644 8082250 43717805 16829531 26888274 16261 57325 65123 54232 111971 304912 44022717 0.61080 0.65960 X 209778 209778 41956 10489 0 0 533163 508114 568852 41956 1652085 2478128 133291 127029 142213 10489 413022 619533 0 X PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 920483 0 0 0 0 0 0 920483 0 920483 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 JONATHAN COWAN PRESIDENT 33997 306185 0 0 0 961 1100 9900 1673 15054 36770 332100 0 0 NANCY HALE TREASURER UNTIL 12/17/2018 19257 250685 0 0 0 265462 550 10450 337 6402 20144 532999 0 0 BRENDA BETHEA TREASURER AS OF 12/17/2018 28212 160048 0 0 0 720 960 5442 270 1530 29442 167740 0 0 MATTHEW BENNETT SECRETARY 15454 291173 0 0 0 961 550 10450 915 17377 16919 319961 0 0 PART I, LINE 4A 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. X 1 99963 FMV 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING NUMBER OF CONTRIBUTIONS. 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. THIRD WAY 1025 CONNECTICUT AVE NW SUITE 501 WASHINGTON DC 20036 201734070 TO RESEARCH AND DEVELOP CENTRIST POLICY IDEAS. DC 501(C)(4) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 THIRD WAY O 114495 SHARING OF EMPLOYEES