THIRD WAY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THIRD WAY (EIN 20-1734070)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201711359349302126
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T09:05:34-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201734070 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD WAY | 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 NO 501 | 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 | 2017-05-11 | 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 | 2017-05-11 | IPDt |
| IP Tm | 10:04:32 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6B3294020F42B9E559A00BBAECB87153F921F36C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3329A59942A13D2B5AFB6CFA21F0DBB4AA92CAB5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 NO 501 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,647,686 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.THIRDWAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO RESEARCH AND DEVELOP CENTRIST POLICY IDEAS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 71 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,382,480 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,429,250 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $511,332 | PYInvestmentIncomeAmt |
| CY Investment Income | -$24,022 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,893,812 | PYTotalRevenueAmt |
| CY Total Revenue | $10,405,228 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $25,350 | 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 | $5,335,902 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,275,673 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $165,916 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $156,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $221,544 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,390,785 | PYOtherExpensesAmt |
| CY Other Expenses | $3,272,825 | CYOtherExpensesAmt |
| PY Total Expenses | $8,917,953 | PYTotalExpensesAmt |
| CY Total Expenses | $8,704,498 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,975,859 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,700,730 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,545,386 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,962,854 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $526,340 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $372,133 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,019,046 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,590,721 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO RESEARCH AND DEVELOP CENTRIST POLICY IDEAS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,233,063 | ExpenseAmt |
| Desc | ECONOMICS PROGRAM - PLEASE NOTE THAT FOR THIS PROGRAM, AND FOR ALL OF THE ORGANIZATION'S PROGRAMS, ALL REPORTS DEVELOPED BY THIRD WAY ARE MADE AVAILABLE TO THE GENERAL PUBLIC THROUGH ITS WEBSITE: WWW.THIRDWAY.ORG.IN 2016, THE ECONOMIC PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING:1. DEBUNKING POPULISM: DEVELOPED A SERIES OF REPORTS ANALYZING HOW ECONOMIC POPULISM WOULD NOT LEAD TO PROSPERITY FOR THE MIDDLE CLASS. ONE REPORT SHOWED HOW THE PLAN TO EXPAND SOCIAL SECURITY FOR EVERYONE WOULD GIVE FIVE TIMES MORE TO THE WEALTHY THAN THE POOR, AND THESE BENEFIT INCREASES TO THE RICH WOULD CROWD OUT NEW INVESTMENTS IN KIDS, RESEARCH, AND INFRASTRUCTURE. OTHER WORK SHOWED HOW POPULIST POLICIES WOULD NEGATIVELY AFFECT THE PURCHASING POWER OF MIDDLE CLASS FAMILIES AS WELL AS INCREASE TAXES ON MIDDLE CLASS FAMILIES BY $6,500.2. 21ST CENTURY ECONOMIC AGENDA: WE DEVELOPED DETAILED, INDIVIDUAL REPORTS ON A NUMBER OF POLICIES, INCLUDING: A REGIONAL MINIMUM WAGE BASED ON COST OF LIVING, INNOVATIVE WAYS TO BOOST SMALL BUSINESS EXPORTS TO FAST-GROWING FOREIGN MARKETS, A PHASED LEAVE PROGRAM FOR NEW PARENTS, A NATIONAL SKILLS DEVELOPMENT PROGRAM THAT INCREASES TRAINING AND RETRAINING VIABILITY, AND WAYS TO STREAMLINE THE CERTIFICATION PROCESS FOR U.S. VETERANS LOOKING TO TRANSITION TO JOBS ONCE THEY DEPART THE MILITARY.3. TRADE: DEVELOPED A SERIES OF REPORTS THAT ANALYZED THE TRANS-PACIFIC PARTNERSHIP TRADE DEAL. ANALYSIS INCLUDED NEW DATA ON HOW MODERN TRADE DEALS ARE EFFECTIVE AS WELL AS SEPARATE REPORTS ON HOW THE TRADE DEAL IMPACTS U.S. AGRICULTURE, THE ENVIRONMENT, AND LABOR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,014,232 | ExpenseAmt |
| Desc | SOCIAL POLICY AND POLITICSIN 2016, THE SOCIAL POLICY AND POLITICS PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING:1. HIGHER EDUCATION: WE RELEASED A SERIES OF MAJOR REPORTS ON THE COLLEGE QUALITY AND COMPLETION CRISIS THAT GAINED SIGNIFICANT PRESS COVERAGE AND DROVE A POLICY CONVERSATION ABOUT HOW TO USE TAXPAYER INVESTMENTS IN HIGHER EDUCATION TO ACHIEVE BETTER OUTCOMES FOR STUDENTS. WE ALSO WORKED WITH THE GATES FOUNDATION TO CONDUCT A MOVEMENT ANALYSIS OF THE MAJOR PLAYERS IN THE HIGHER EDUCATION REFORM SPACE AND CHART OUT A PATH TO SIGNIFICANTLY INCREASE THEIR IMPACT OVER THE NEXT THREE TO FIVE YEARS, CULMINATING IN THE PRODUCTION OF A COMPREHENSIVE STRATEGIC PLAN FOR TRANSFORMING HIGHER EDUCATION ADVOCACY AT THE FEDERAL LEVEL TO FORCE POLICY CHANGES THAT WILL IMPROVE STUDENT OUTCOMES.2. SOCIAL POLICY: WE RELEASED A MAJOR REPORT REVIEWING STATE LAWS THAT HAVE LEGALIZED MARIJUANA FOR MEDICAL OR RECREATIONAL USE AND INVESTIGATING HOW WELL EACH WAS PROTECTING FEDERAL INTERESTS. WE IDENTIFIED AND HIGHLIGHTED A MODEL STATE IN TERMS OF POLICY FOR EACH FEDERAL INTEREST AT STAKE AND URGED OTHER STATES THAT ARE CONSIDERING LEGALIZATION TO FOLLOW THAT LEAD. WE CALLED ATTENTION TO THE FACT THAT NO STATE IS SUFFICIENTLY PROTECTING ALL OF THE INTERESTS AT PLAY, AND EACH HAS SIGNIFICANT HOLES IN ITS REGULATORY SYSTEM. THIS REPORT WAS THE FIRST-EVER COMPREHENSIVE LOOK AT THESE STATE REGULATORY SYSTEMS, AND IT MADE THIRD WAY A GO-TO SOURCE OF ADVICE FOR POLICYMAKERS TRYING TO NAVIGATE THIS NEW TERRAIN IN THE MOST RESPONSIBLE WAY POSSIBLE.3. MODERATE POLITICS: TO ACCOMPLISH THE GOAL OF BETTER UNDERSTANDING AMERICANS IN THE POLITICAL MIDDLE, WE UNDERTOOK A MAJOR POLL TO UNCOVER HOW THEY VIEW THE ECONOMY AND THE ECONOMIC PROBLEMS IN THEIR OWN LIVES. WE FOUND THAT AMERICANS IN THE MIDDLE, BOTH IDEOLOGICALLY AND ECONOMICALLY, DON'T SEE THEMSELVES AS VICTIMS OF MALFEASANCE. THEY THINK THE WORLD IS DIVIDED BETWEEN HAVES AND HAVE NOTS BUT CONSIDER THEMSELVES THE FORMER, AND THEY BELIEVE THAT THEIR ECONOMIC STRUGGLES ARE CAUSED BY A DRASTICALLY CHANGING WORLD-NOT BAD ACTORS WHO PROFIT FROM THEIR FAILURE. WE CALLED ATTENTION TO THE FACT THAT WHAT THEY WANT FROM GOVERNMENT IS THE SKILLS AND TOOLS THEY NEED TO SUCCEED IN THE NEW ECONOMY. WE ALSO IDENTIFIED AND STUDIED THE 90 SWING PURPLE DISTRICTS THAT FREQUENTLY DETERMINE WHICH PARTY CONTROLS THE HOUSE OF REPRESENTATIVES, CONDUCTING AN EXTENSIVE SERIES OF BRIEFINGS TO ILLUSTRATE THAT PURPLE DISTRICTS ARE SIGNIFICANTLY DIFFERENT THAN THE BLUE OR RED DISTRICTS. WE RELEASED THREE IN-DEPTH DISTRICT PROFILES TO PAINT DETAILED PICTURES OF THREE OF THE DISTRICTS AND THE EXPERIENCES OF THOSE WHO LIVE THERE, CALLING INTO STARK RELIEF HOW DIFFERENT THOSE PLACES ARE FROM BIG CITIES OR COASTAL STATES. WE ALSO IDENTIFIED AN INCREASING CONCERN ACROSS THE COUNTRY ABOUT THE INFLUENCE OF MONEY IN POLITICS. TO MEET AMERICANS' FRUSTRATION ON THIS ISSUE, WE LAID OUT AN AGENDA FOR PRAGMATIC REFORM, ENTITLED A "WAY FORWARD ON MONEY IN POLITICS," WHICH OUTLINED THREE WAYS TO MAKE REAL PROGRESS AND RESPOND TO VOTERS' FRUSTRATION WITH THE POLITICAL SYSTEM-WITHOUT NEEDING TO PASS A CONSTITUTIONAL AMENDMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,217,198 | ExpenseAmt |
| Desc | IN 2016, THE CLEAN ENERGY PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING:1. NUCLEAR POWER: PRODUCED A SERIES OF PAPERS AND REPORTS EXPLAINING HOW AND WHY ADVANCED NUCLEAR TECHNOLOGY IS A CRITICAL COMPONENT OF ANY UNITED STATES STRATEGY TO SUFFICIENTLY REDUCE CARBON EMISSIONS TO ADDRESS CLIMATE CHANGE. ALSO CONDUCTED A COMPREHENSIVE STUDY ON THE RELATIVE COST OF CONTINUED OPERATING THE EXISTING NUCLEAR FLEET, AS A ZERO CARBON ENERGY SOLUTION, COMPARED TO OTHER EMISSIONS-REDUCTION STRATEGIES AND EXPLAINED WHY NUCLEAR POWER IS AMONG THE UNITED STATES' LOWEST-COST ZERO CARBON OPTIONS. 2. INNOVATION: RELEASED A STEP-BY-STEP GUIDE EXPLAINING HOW INNOVATORS, IN THIS INSTANCE REPRESENTING A NEW NUCLEAR START-UP, TAKES AN IDEA FROM CONCEPT TO CONSTRUCTION AND WHERE IN THE PROCESS OF SECURING INVESTMENT, TESTING IDEAS, AND BUILDING DEMONSTRATION FACILITIES, THE FEDERAL GOVERNMENT CAN HAVE AN IMPACT. THIS WAS PART OF A SERIES OF PAPERS HIGHLIGHTING THE NEED FOR MORE FEDERAL SUPPORT FOR INNOVATION, AND THE NEED FOR THE NUCLEAR SECTOR TO FULLY EMBRACE AN "INNOVATION CULTURE." 3. CLIMATE STRATEGY: DEVELOPED AND RELEASED A VIDEO EXPLAINING WHY THE UNITED STATES, AND THE WORLD, NEEDS TO EMBRACE A DIVERSE SET OF ENERGY SOLUTIONS TO ADDRESS CLIMATE CHANGE. ALSO RELEASED A REPORT ON THE EPA CLEAN POWER PLAN THAT CONCLUDED A MASS-BASED APPROACH TO IMPLEMENTATION WOULD PROVIDE STATES THE BROADEST SET OF SOLUTIONS TO REDUCING CARBON EMISSIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,041,994 | ExpenseAmt |
| Desc | NATIONAL SECURITY PROGRAMIN 2016, THE NATIONAL SECURITY PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING:1. TERRORISM: DEVELOPED A NARRATIVE FRAMEWORK TO EXPLAIN THE OBAMA ADMINISTRATION'S COUNTERTERRORISM POLICY TO PROVIDE COHERENCE TO THE DISPARATE TACTICS PURSUED OVER THE PAST EIGHT YEARS. OUR INFOGRAPHIC "NARROWING THE TERRORISTS DESTRUCTIVE CAPABILITY IN THE US" PROVIDED A FRAMEWORK FOR EXPLAINING THE OBAMA ADMINISTRATION'S APPROACH OF CONSTRICTING TERRORISTS TO EVER SMALLER DESTRUCTIVE IMPACTS, FROM REMOVING THEIR ACCESS TO NUCLEAR AND CHEMICAL WEAPONS, DESTROYING THEIR SAFE HAVENS, AND DISRUPTING THEIR NETWORKS. THIS LEFT THE US WITH THE HARDEST MOST DIFFICULT NUT TO CRACK, THAT OF STOPPING LONE WOLF ATTACKS. OUR "COUNTERTERRORISM DOSSIER" BECAME A ONE-STOP SHOP FOR THE PUBLIC LOOKING FOR EASY TO DIGEST INFORMATION ABOUT COUNTERTERRORISM. AND OUR WIDELY-READ POST "WHY WE ARE NOT BRUSSELS" BROUGHT REASSURANCE AND CLARITY IN THE WAKE OF THE TERRORIST ATTACKS IN PARIS AND SUBSEQUENT MANHUNT THROUGH BRUSSELS.2. NATIONAL SECURITY EDUCATION: THE NATIONAL SECURITY PROGRAM PRODUCED THE WIDELY USED "NATIONAL SECURITY DEBATE BOOK" WHICH PROVIDED THE PUBLIC WITH CLEAR, DIGESTIBLE SUMMARIES OF ALL THE MAJOR NATIONAL SECURITY ISSUES THAT AROSE OVER THE 2016 CYCLE, WITH ADVICE ON HOW TO APPROACH THEM FROM A PRAGMATIC PERSPECTIVE.3. THIRD WAY'S NATIONAL SECURITY PROGRAM HAS TAKEN A LEADING ROLE IN EFFORTS TO REFORM ELECTRONIC SURVEILLANCE STATUTES ALONG A BALANCED APPROACH. WE PRODUCED THE INFLUENTIAL PAPER, "BEYOND PRIVACY AND SECURITY: THE ROLE OF THE US TELECOMMUNICATIONS INDUSTRY IN ELECTRONIC SURVEILLANCE REFORM," WHICH PROVIDED VITAL BACKGROUND AND RECOMMENDATIONS FOR THE UPCOMING ELECTRONIC SURVEILLANCE DEBATE. THE PROGRAM ALSO PRODUCED ANOTHER PAPER, "WHY ELECTRONIC SURVEILLANCE REFORM IS NECESSARY", WHICH WAS CO-PUBLISHED BY BROOKINGS' LAWFARE BLOG AND THIRD WAY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,041,994 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $7,506,487 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | 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 | 0 | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 71 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| 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 NO 501 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN L VOGELSTEIN | |||||||||
| BOARD CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGETTE BENNETT | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM BUDINGER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID COULTER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEWIS CULLMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM DALEY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN DYSON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT DYSON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE EDWARDS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW FELDSTEIN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN FRANK | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID GREENWALD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID HELLER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |||
| PETER JOSEPH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEREK KAUFMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEREK KIRKLAND | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL LEWIS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THURGOOD MARSHALL JR | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |||
| SUSAN MCCUE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL NOVOGRATZ | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RACHEL PRITZKER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIRK RADKE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM REEVES | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DONNA ROSEN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HOWARD ROSSMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |||
| BERNARD SCHWARTZ | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARC SPILKER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TED TRIMPA | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTINE VARNEY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA MANFREY VOGELSTEIN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH ZIMLICH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ORIN SMITH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JONATHAN COWAN | |||||||||
| PRESIDENT | 42.00 | $320,188 | $33,996 | $17,808 | 4.00 | Yes (X) | |||
| NANCY HALE | |||||||||
| SVP AND TREASURER | 40.00 | $292,293 | $15,454 | $20,722 | 2.00 | Yes (X) | |||
| MATTHEW BENNETT | |||||||||
| SVP AND SECRETARY | 40.00 | $291,961 | $15,454 | $28,791 | 2.00 | Yes (X) | |||
| JAMES KESSLER | |||||||||
| SVP FOR POLICY | 40.00 | $303,720 | $0 | $30,318 | Yes (X) | ||||
| LANAE ERICKSON-HATALS | |||||||||
| VP., SOCIAL POLICY & POLITICS | 40.00 | $176,973 | $0 | $11,607 | Yes (X) | ||||
| MEIKE EOYANG | |||||||||
| VP, NATIONAL SECUR | 40.00 | $176,935 | $0 | $12,507 | Yes (X) | ||||
| JOSHUA FREED | |||||||||
| VP, CLEAN ENERGY | 40.00 | $201,567 | $0 | $23,875 | Yes (X) | ||||
| GABE HOROWITZ | |||||||||
| VP, ECON PROGRAM | 40.00 | $177,395 | $0 | $18,633 | Yes (X) | ||||
| KAMERON COEFIELD | |||||||||
| DIRECTOR OF ADMINISTRATION | 40.00 | $137,690 | $18,750 | $10,837 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,078,722 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $83,654 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $175,098 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ELAINE KAMARCK | |||||
| PO BOX 2341 | BREWSTER | MA | 02631 | CONSULTING SERVICES FOR NEXT IDEAS NETWO | $120,000 |
| BOUNDARY STONE PARTNERS | |||||
| 718 7TH ST NW | WASHINGTON | DC | 20001 | CONSULTING SERVICES | $116,396 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $3,018,750 | MembershipDuesAmt |
| Related Organizations | $6,995,000 | RelatedOrganizationsAmt |
| All Other Contributions | $415,500 | AllOtherContributionsAmt |
| Total Contributions | $10,429,250 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,634 | TotalRevenueColumnAmt |
| Exclusion | $69,634 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,148,802 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,242,458 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$93,656 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$93,656 | TotalRevenueColumnAmt |
| Exclusion | -$93,656 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,405,228 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$24,022 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,366,221 | TotalAmt |
| Program Services | $1,186,489 | ProgramServicesAmt |
| Management And General | $161,094 | ManagementAndGeneralAmt |
| Fundraising | $18,638 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,089,876 | TotalAmt |
| Program Services | $2,718,161 | ProgramServicesAmt |
| Management And General | $361,142 | ManagementAndGeneralAmt |
| Fundraising | $10,573 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,692 | TotalAmt |
| Program Services | $151,275 | ProgramServicesAmt |
| Management And General | $20,286 | ManagementAndGeneralAmt |
| Fundraising | $1,131 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,121 | TotalAmt |
| Program Services | $317,202 | ProgramServicesAmt |
| Management And General | $42,547 | ManagementAndGeneralAmt |
| Fundraising | $2,372 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,763 | TotalAmt |
| Program Services | $249,447 | ProgramServicesAmt |
| Management And General | $33,451 | ManagementAndGeneralAmt |
| Fundraising | $1,865 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,183 | TotalAmt |
| Management And General | $14,183 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,268 | TotalAmt |
| Management And General | $30,268 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,000 | TotalAmt |
| Fundraising | $156,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,464 | TotalAmt |
| Management And General | $147,464 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $939,129 | TotalAmt |
| Program Services | $934,874 | ProgramServicesAmt |
| Management And General | $4,044 | ManagementAndGeneralAmt |
| Fundraising | $211 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,632 | TotalAmt |
| Program Services | $153,133 | ProgramServicesAmt |
| Management And General | $12,086 | ManagementAndGeneralAmt |
| Fundraising | $1,413 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,987 | TotalAmt |
| Program Services | $164,179 | ProgramServicesAmt |
| Management And General | $11,154 | ManagementAndGeneralAmt |
| Fundraising | $654 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $672,170 | TotalAmt |
| Program Services | $589,258 | ProgramServicesAmt |
| Management And General | $78,556 | ManagementAndGeneralAmt |
| Fundraising | $4,356 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,041 | TotalAmt |
| Program Services | $179,664 | ProgramServicesAmt |
| Management And General | $22,387 | ManagementAndGeneralAmt |
| Fundraising | $1,990 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,727 | TotalAmt |
| Program Services | $1,727 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,231 | TotalAmt |
| Management And General | $1,231 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,076 | TotalAmt |
| Program Services | $204,096 | ProgramServicesAmt |
| Management And General | $27,453 | ManagementAndGeneralAmt |
| Fundraising | $1,527 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,186 | TotalAmt |
| Program Services | $13,328 | ProgramServicesAmt |
| Management And General | $1,761 | ManagementAndGeneralAmt |
| Fundraising | $97 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| OUTREACH AND EVENTS | $571,943 | $571,900 | $43 | |
| STAFF DEVELOPMENT | $79,567 | $71,754 | $453 | $7,360 |
| DONOR ACTIVITIES EXPENS | $20,221 | $20,221 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,704,498 | TotalAmt |
| Program Services | $7,506,487 | ProgramServicesAmt |
| Management And General | $976,467 | ManagementAndGeneralAmt |
| Fundraising | $221,544 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,814,467 | BOYAmt |
| EOY | $3,463,301 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,936,604 | BOYAmt |
| EOY | $6,888,709 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,038 | BOYAmt |
| EOY | $4,922,954 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,160 | BOYAmt |
| EOY | $83,119 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $814,866 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $611,542 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,746 | BOYAmt |
| EOY | $203,324 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,719,612 | BOYAmt |
| EOY | $12,385,688 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,759 | BOYAmt |
| EOY | $15,759 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,545,386 | BOYAmt |
| EOY | $27,962,854 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,340 | BOYAmt |
| EOY | $321,150 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $50,983 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $526,340 | BOYAmt |
| EOY | $372,133 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,410,515 | BOYAmt |
| EOY | $27,136,111 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $608,531 | BOYAmt |
| EOY | $454,610 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,019,046 | BOYAmt |
| EOY | $27,590,721 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,545,386 | BOYAmt |
| EOY | $27,962,854 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,700,730 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $870,945 | 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 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $38,417 | PoliticalExpendituresAmt |
| Expended527 Activities | $38,417 | Expended527ActivitiesAmt |
| Total Exempt Function Expend | $38,417 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $3,018,750 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $161,015 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $161,015 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $452,813 | AggregateReportedDuesNtcAmt |
| Taxable | -$291,798 | TaxableAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION SHARES ITS POLICY IDEAS AND ANALYSES AS BROADLY AS POSSIBLE, INCLUDING, IN SOME INSTANCES, TO CANDIDATES AND THEIR STAFF. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $356,985 | OtherCostOrOtherBasisAmt |
| Depreciation | $300,096 | DepreciationAmt |
| Book Value | $56,889 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $202,052 | OtherCostOrOtherBasisAmt |
| Depreciation | $120,336 | DepreciationAmt |
| Book Value | $81,716 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $255,829 | OtherCostOrOtherBasisAmt |
| Depreciation | $191,110 | DepreciationAmt |
| Book Value | $64,719 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $203,324 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $50,983 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $50,983 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,128,709 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $870,945 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $870,945 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,257,764 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $147,464 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $147,464 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,405,228 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,557,034 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,557,034 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $147,464 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $147,464 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,704,498 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $6,903,085 |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $92,087 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $6,995,172 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $6,995,172 | 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 G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| HOLLY PAGE HOSCHEIT | ||||||||
| 7908 RIVER FALLS DRIVE | POTOMAC | MD | 20854 | FUNDRAISING CONSULTANT | 0 | $60,000 | $15,000 | $45,000 |
| PEARSON & ASSOCIATES | ||||||||
| 900 19TH STREET NW STE 800 | WASHINGTON | DC | 20006 | FUNDRAISING CONSULTANT | 0 | $60,000 | $60,000 | $0 |
| PECK MADIGAN JONES & STEWART | ||||||||
| 1300 CONNECTICUT AVE NW 600 | WASHINGTON | DC | 20036 | FUNDRAISING CONSULTANT | 0 | $55,000 | $11,000 | $44,000 |
| BLOOM STRATEGIC CONSULTING LLC | ||||||||
| 4925 GREENVILLE AVE SUITE 100 | DALLAS | TX | 75206 | FUNDRAISING CONSULTANT | 0 | $40,221 | $40,000 | $221 |
| THE SMOOT TEWES GROUP | ||||||||
| 818 CONNECTICUT AVE NW 200 | WASHINGTON | DC | 20002 | FUNDRAISING CONSULTANT | 0 | $30,000 | $30,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $245,221 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $156,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $89,221 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (9 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 | $319,262 | $33,996 | $0 | $0 | $926 | $0 | $10,600 | $0 | $6,567 | $641 | $337,355 | $34,637 | $0 | $0 |
| NANCY HALE | ||||||||||||||
| SVP AND TREASURER | $291,789 | $15,454 | $0 | $0 | $504 | $0 | $10,600 | $0 | $9,637 | $485 | $312,530 | $15,939 | $0 | $0 |
| MATTHEW BENNETT | ||||||||||||||
| SVP AND SECRETARY | $291,035 | $15,454 | $0 | $0 | $926 | $0 | $10,600 | $0 | $17,330 | $861 | $319,891 | $16,315 | $0 | $0 |
| JAMES KESSLER | ||||||||||||||
| SVP FOR POLICY | $303,216 | $0 | $0 | $0 | $504 | $0 | $10,600 | $0 | $19,718 | $0 | $334,038 | $0 | $0 | $0 |
| LANAE ERICKSON-HATALS | ||||||||||||||
| VP., SOCIAL POLICY & POLITICS | $176,538 | $0 | $0 | $0 | $435 | $0 | $7,062 | $0 | $4,545 | $0 | $188,580 | $0 | $0 | $0 |
| MEIKE EOYANG | ||||||||||||||
| VP, NATIONAL SECUR | $176,538 | $0 | $0 | $0 | $397 | $0 | $7,062 | $0 | $5,445 | $0 | $189,442 | $0 | $0 | $0 |
| JOSHUA FREED | ||||||||||||||
| VP, CLEAN ENERGY | $200,680 | $0 | $0 | $0 | $887 | $0 | $8,027 | $0 | $15,848 | $0 | $225,442 | $0 | $0 | $0 |
| GABE HOROWITZ | ||||||||||||||
| VP, ECON PROGRAM | $176,538 | $0 | $0 | $0 | $857 | $0 | $7,062 | $0 | $11,571 | $0 | $196,028 | $0 | $0 | $0 |
| KAMERON COEFIELD | ||||||||||||||
| DIRECTOR OF ADMINISTRATION | $137,019 | $18,750 | $0 | $0 | $671 | $0 | $5,481 | $0 | $4,657 | $699 | $147,828 | $19,449 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TRUSTEES JOHN AND ROBERT DYSON ARE BROTHERS. BOARD CHAIR JOHN L. VOGELSTEIN AND TRUSTEE BARBARA MANFREY VOGELSTEIN ARE MARRIED. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER THE DRAFT 990 IS REVIEWED AND EDITED BY THE PRESIDENT, TREASURER AND FINANCIAL CONTROLLER, A COPY IS SENT TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING THE RETURN 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 CONDUCTED A REVIEW OF CEO AND OTHER CORPORATE OFFCIERS' SALARIES AND COMPARED THE SALARIES FOR 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. THE LAST SUCH REVIEW WAS CONDUCTED IN 2013. |
| 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 IX, LINE 11G | COMMISSIONED POLICY RESEARCH: PROGRAM SERVICE EXPENSES 240,602. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 240,602. COMMISSIONED PUBLIC OPINION RESEARCH: PROGRAM SERVICE EXPENSES 160,275. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 160,275. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 510,806. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 510,806. RECRUITING: PROGRAM SERVICE EXPENSES 23,191. MANAGEMENT AND GENERAL EXPENSES 4,044. FUNDRAISING EXPENSES 211. TOTAL EXPENSES 27,446. |
| 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 INSTITUTE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVE NW STE 501 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260535276 | EIN |
| Primary Activities | SEE PART VII | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD WAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THIRD WAY INSTITUTE | ||
| C | $6,995,000 | CASH RECEIVED |
| THIRD WAY INSTITUTE | ||
| O | $122,177 | SHARING OF EMPLOYEES |
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