2016-05-13T06:47:56-05:00 2015-12-31 521853933 JONES MARESCA & MCQUADE PA 1730 RHODE ISLAND AVE NW SUITE 800 WASHINGTON DC 20036 990 2015-01-01 260535276 THIRD WAY INSTITUTE THIR 2023841700 1025 CONNECTICUT AVE NW SUITE 501 WASHINGTON DC 20036 JONATHAN COWAN PRESIDENT 2023841700 2016-05-12 1 DAVID JONES P01361002 2022963306 2015 2016-09-27 15:27:22Z JONATHAN COWAN 1025 CONNECTICUT AVE NW SUITE 501 WASHINGTON DC 20036 10110973 0 X N/A X 2006 DE TO SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES THAT ADVANCE CENTRIST SOLUTIONS. 7 5 0 5 0 0 8334750 8240771 0 0 17978 57325 0 0 8352728 8298096 5758500 7519000 0 0 117722 125459 0 0 6880 36613 67958 5912835 7712417 2439893 585679 3879480 4413674 75133 338553 3804347 4075121 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 7663253 7519000 THIRD WAY INSTITUTE AWARDED GRANTS ADDRESSING ECONOMIC, NATIONAL SECURITY, ENERGY AND SOCIAL POLICY ISSUES AND PROVIDED INSIGHT INTO THE BELIEFS AND POLICY PREFERENCES OF SELF-IDENTIFIED CENTRISTS. DURING 2015, THIRD WAY INSTITUTE MADE GRANTS TO SUPPORT THE DEVELOPMENT OF EDUCATIONAL MATERIALS AND EVENTS ON THE POLICY CHALLENGES FACED BY AMERICA. THE MATERIALS AND EVENTS FOCUSED ON A WIDE VARIETY OF POLICY ISSUES."HEALTH CARE: DEVELOPED AND PUBLICLY RELEASED A SERIES OF 15 POLICY PAPERS ON REFORMING THE MEDICARE SYSTEM. EACH BRIEF EXPLAINED BEHAVIORAL AND OTHER OBSTACLES PATIENTS FACE GETTING QUALITY CARE, WHERE LOCAL INNOVATIONS ARE CHANGING BEHAVIORS, OUR SOLUTION TO BRING THOSE INNOVATIONS TO SCALE AT THE FEDERAL LEVEL, AND POTENTIAL COST SAVINGS FROM OUR APPROACH. TRADE: RESEARCHED AND DEVELOPED A SERIES OF REPORTS ON WHY FREE TRADE IS CRITICAL FOR MIDDLE CLASS PROSPERITY AND U.S. GROWTH. ANALYSIS WAS CONDUCTED ON THE EFFECTIVENESS OF 21ST CENTURY TRADE DEALS AS WELL AS ON THE DIFFERENCES BETWEEN CHINA AND THE U.S. ON HOW EACH HANDLES LABOR ISSUES IN TRADE AGREEMENTS. WE ALSO CONDUCTED RESEARCH AND ANALYSIS ON HOW MANUFACTURING AND THE INVESTOR STATE DISPUTE SETTLEMENT WERE HANDLED WITHIN TRADE PROMOTION AUTHORITY LEGISLATION.HIGHER EDUCATION: RELEASED A MAJOR REPORT MAKING THE CASE THAT WE CANNOT SIMPLY CONTINUE TO POUR MORE FEDERAL MONEY INTO A HIGHER EDUCATION SYSTEM THAT IS FAILING TO DELIVER ON ITS PROMISES TO STUDENTS, AND INSTEAD WE NEED TO HAVE A NATIONAL CONVERSATION ABOUT HOW TO SIGNIFICANTLY INCREASE THE QUALITY OF COLLEGE WHILE LOWERING THE ACTUAL COST; FOLLOWED THE REPORT WITH A SERIES OF IDEAS FOR HOW TO ACCOMPLISH THE GOAL OF ENSURING STUDENTS AND FAMILIES GET A COLLEGE EDUCATION WORTH THEIR INVESTMENT.K-12 EDUCATION: DRAFTED AND RELEASED A SERIES OF REPORTS AND MEMOS ON THE EFFECT NO CHILD LEFT BEHIND HAS HAD ON OUR NATION'S EDUCATION SYSTEM AND OUR STUDENTS' PERFORMANCE, EXPLAINING VARIOUS PROPOSALS ON THE TABLE FOR UPDATING IT, AND MAKING THE CASE FOR THE IMPORTANCE OF ANNUAL TESTING AND A ROBUST FEDERAL ROLE IN CLOSING ACHIEVEMENT GAPS AND PROTECTING HISTORICALLY-IGNORED GROUPS OF CHILDREN FROM FALLING THROUGH THE CRACKS OF A STATE AND LOCAL-DRIVEN SCHOOL SYSTEM.NUCLEAR POWER: PRODUCED A SERIES OF PAPERS AND REPORTS EXPLAINING HOW ADVANCED NUCLEAR TECHNOLOGY WORKS AND EXAMINING THE VARIETY OF COMPANIES ENGAGED IN ADVANCED NUCLEAR INNOVATION. ALSO CONDUCTED A COMPREHENSIVE STUDY ON THE IMPACT THAT THE ELIMINATION OR SIGNIFICANT REDUCTION OF NUCLEAR POWER IN THE UNITED STATES WOULD HAVE ON THE COUNTRY'S ABILITY TO MEET ITS CARBON EMISSIONS REDUCTION GOALS, AS LAID OUT BY THE CLEAN POWER PLAN, AS WELL AS AN ASSESSMENT OF HOW THE CLEAN POWER PLAN IMPACTS THE COUNTRY'S EXISTING NUCLEAR FLEET.ADVANCED BIOFUELS: RELEASED A SERIES OF PAPERS ASSESSING THE EVOLUTION OF ADVANCED CELLULOSIC BIOFUELS, WHAT IS DELAYING THE DEVELOPMENT AND COMMERCIALIZATION OF MORE ADVANCED BIOFUELS, AND HOW TO GET THIS PRODUCT TO MARKET MORE QUICKLY.NATIONAL SECURITY - RELEASED A SERIES OF PAPERS TO EDUCATE PEOPLE AROUND THE US-IRAN NUCLEAR AGREEMENT.NATIONAL SECUITY - PRODUCED A PAPER MAKING A MAJOR POLICY RECOMMENDATION FOR ELECTRONIC SURVEILLANCE REFORM TO RESTORE TRUST BETWEEN THE US GOVERNMENT AND AMERICAN COMPANIES ACTING ABROAD IN THE WAKE OF THE REVELATIONS BY EDWARD SNOWDEN. 7663253 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 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 X 7 5 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 501 WASHINGTON DC 20036 JONATHAN COWAN PRESIDENT 4.00 42.00 X X 33994 306853 21423 NANCY HALE TREASURER 2.00 40.00 X X 15453 292294 26438 JACQUIE LAWING EBERT DIRECTOR 2.00 X 0 0 0 DAVID HELLER DIRECTOR 2.00 2.00 X 0 0 0 ROGAN KERSH DIRECTOR 2.00 X 0 0 0 THURGOOD MARSHALL JR DIRECTOR 2.00 2.00 X 0 0 0 HOWARD ROSSMAN DIRECTOR 2.00 2.00 X 0 0 0 MATTHEW BENNETT SECRETARY 2.00 40.00 X 15453 291962 38202 64900 891109 86063 0 0 1 0 0 8240771 122985 8240771 57325 57325 1812877 1812877 0 8298096 0 0 57325 7519000 7519000 67106 55081 8090 3935 39752 38429 752 571 18601 16397 1469 735 875 875 7000 7000 20050 20050 2998 2626 246 126 32629 28584 2682 1363 3580 3136 294 150 TAXES AND FILING FEES 826 826 7712417 7663253 42284 6880 10152 9583 1030490 1101408 526000 343 86 2832227 2774374 6268 2223 3879480 4413674 75133 338553 75133 338553 X 3804347 4075121 3804347 4075121 3879480 4413674 585679 -314905 0 X X 0 1 X 1 0 X 5495017 5468852 6845064 8334750 8240771 34384454 5495017 5468852 6845064 8334750 8240771 34384454 11288033 23096421 1977 2083 1445 16261 57325 79091 34463545 0.67020 0.71250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7663253 7663253 533163 133291 0 0 433758 443551 437925 533163 1848397 2772596 108440 110888 109481 133291 462100 693150 0 X PART X, LINE 2: 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. 1 THIRD WAY 1025 CONNECTICUT AVENUE SUITE 501 WASHINGTON DC 20036 201734070 501(C)(4) 7519000 SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES RELATED TO ECONOMIC, NATIONAL SECURITY, ENERGY AND SOCIAL POLICY ISSUES AND PROVIDE INSIGHT INTO THE BELIEFS AND POLICY PREFERENCES OF SELF-IDENTIFIED MODERATES. 0 1 PART I, LINE 2: ALL GRANTS, SUCH AS THOSE MADE BY THIRD WAY INSTITUTE TO THIRD WAY (GRANT RECIPIENT) IN 2015 MUST COMPLY WITH THE FOLLOWING RESTRICTIONS (A) THE GRANT RECIPIENT CAN ONLY USE THE GRANT FUNDS FOR CHARITABLE AND EDUCATIONAL ACTIVITIES, AS DEFINED IN SECTION 501(C)(3) OF THE CODE NO FUNDS MAY BE USED FOR ANY OTHER PURPOSE (B) GRANT FUNDS SHALL NOT BE USED FOR ANY ACTIVITY CONSIDERED TO BE LOBBYING UNDER SECTION 4911 AND 501(H) OF THE CODE (C) GRANT FUNDS SHALL NOT BE USED TO SUPPORT OR OPPOSE ANY CANDIDATE SEEKING ELECTION TO PUBLIC OFFICE, OR PROVIDE A BENEFIT TO ANY POLITICAL PARTY OR CANDIDATE (D) IN ADDITION, THE GRANT RECIPIENT MUST PROVIDE THIRD WAY INSTITUTE WITH DETAILED SEMI-ANNUAL REPORTS ON HOW THE GRANT FUNDS WERE USED, DEMONSTRATING THAT THE FUNDS WERE ONLY USED FOR THE CHARITABLE AND EDUCATIONAL PURPOSES APPROVED IN THE ORIGINAL GRANT PROPOSALS. 0 0 0 0 0 0 0 0 0 JONATHAN COWAN PRESIDENT 33994 305931 0 0 0 922 0 10600 802 10021 34796 327474 0 0 NANCY HALE TREASURER 15453 291790 0 0 0 504 0 10600 424 15414 15877 318308 0 0 MATTHEW BENNETT SECRETARY 15453 291040 0 0 0 922 0 10600 980 26622 16433 329184 0 0 PART I, LINE 3 THE COMPENSATION COMMITTEE OF THIRD WAY, A RELATED ORGANIZATION, CONDUCTED A REVIEW OF CEO SALARIES FOR COMPARABLY SIZED ORGANIZATION TO DETERMINE A REASONABLE COMPENSATION PACKAGE. THE SALARY REVIEW INCLUDED CONDUCTING A COMPENSATION SURVEY AND EVALUATING FORMS 990 OF OTHER ORGANIZATIONS. X 2 122985 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 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: THE ORGANIZATION'S PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT AND OVERSEEING THE AUDIT OF ITS FINANCIAL STATEMENTS HAS NOT CHANGED DURING THE TAX 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 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 THIRD WAY B 7519000 CASH THIRD WAY O 125459 SHARING OF EMPLOYEES