THIRD WAY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THIRD WAY (EIN 20-1734070)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201641349349300509
- Schema version
- 2015v2.1
- 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 B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T06:47:55-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-12 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | 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 | $20,207,417 | 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 | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 72 | TotalEmployeeCnt |
| Total Volunteers | 31 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,736,500 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,382,480 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $49,547 | PYInvestmentIncomeAmt |
| CY Investment Income | $511,332 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,786,047 | PYTotalRevenueAmt |
| CY Total Revenue | $10,893,812 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,350 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,213,303 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,335,902 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $150,774 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $165,916 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $366,263 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,409,929 | PYOtherExpensesAmt |
| CY Other Expenses | $3,390,785 | CYOtherExpensesAmt |
| PY Total Expenses | $8,774,006 | PYTotalExpensesAmt |
| CY Total Expenses | $8,917,953 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,041 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,975,859 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,669,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,545,386 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $737,949 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $526,340 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,931,101 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,019,046 | 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 | $2,912,315 | ExpenseAmt |
| Grant | $25,164 | GrantAmt |
| 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 2015, THE ECONOMIC PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING:1. 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.2. 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.3. 21ST CENTURY ECONOMIC AGENDA: WE SPENT A YEAR RESEARCHING AND DEVELOPING A NEW ECONOMIC AGENDA FOR THE POST-OBAMA ERA. OUR ANALYSIS EXPLAINS HOW THE CHALLENGE FACING THE MIDDLE CLASS IS LESS ABOUT FUNDAMENTAL ECONOMIC UNFAIRNESS - BUT FUNDAMENTAL CHANGE DUE TO GLOBALIZATION AND TECHNOLOGY, COUPLED WITH A COUNTRY, A WORKFORCE, AND A SET OF INSTITUTIONS THAT ARE SIMPLY NOT READY FOR THIS NEW ECONOMY. WE THEN PROPOSED AN AMBITIOUS AND ACTIONABLE AGENDA THAT WOULD GENERATE ECONOMIC GROWTH THAT DIRECTLY BENEFITS THE MIDDLE CLASS THROUGH OVER 70 POLICY IDEAS THAT CREATE MORE SKILLS, MORE JOBS, AND MORE WEALTH.4. HOUSING: AS PART OF THE AGENDA, WE DEVELOPED A SEPARATE, DETAILED PROPOSAL TO HELP LOW- AND MIDDLE-INCOME FAMILIES TO MORE QUICKLY PAY DOWN THEIR MORTGAGES, BUILD UP HOME EQUITY, AND RELIEVE THE BURDEN OF DEBT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,922,808 | ExpenseAmt |
| Grant | $62 | GrantAmt |
| Desc | SOCIAL POLICY AND POLITICS - IN 2015, THE SOCIAL POLICY AND POLITICS PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING:1. 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.2. 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.3. SOCIAL POLICY: HOSTED AN EVENT TO RAISE AWARENESS ABOUT THE DIFFERENT APPROACHES STATES HAVE TAKEN IN LEGALIZING MARIJUANA BY POPULAR VOTE; RELEASED A REPORT OFFERING A SERIES OF IDEAS TO MAKE HEAD START A "MOBILITY MACHINE" FOR THE CHILDREN WHO ATTEND IT; RELEASED A SERIES OF EXPLAINERS ABOUT RELIGIOUS LIBERTY ISSUES AROUND REPRODUCTIVE RIGHTS AND RIGHTS FOR LGBT AMERICANS AND OFFERING IDEAS FOR STRIKING THE RIGHT BALANCE ON THEM.4. MODERATE POLITICS: CONDUCTED A MAJOR PUBLIC OPINION PROJECT INCLUDING 15 FOCUS GROUPS AND A POLL OF 2,000 PEOPLE TO BETTER UNDERSTAND THE PROBLEMS MIDDLE-CLASS AMERICANS SEE IN OUR ECONOMIC AND POLITICAL SYSTEMS AND HOW THEY VIEW GOVERNMENT'S ROLE IN ADDRESSING THEM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,817,118 | ExpenseAmt |
| Grant | $62 | GrantAmt |
| Desc | CLEAN ENERGY - IN 2015, 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 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.2. 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.3. CARBON CAPTURE AND STORAGE: DEVELOPED AND RELEASED A SERIES OF PAPERS EXPLAINING HOW CARBON CAPTURE AND STORAGE WORKS, AND ITS IMPORTANCE AS A KEY TECHNOLOGY TO REDUCE CARBON POLLUTION FROM COAL AND NATURAL GAS-FIRED POWER PLANTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,032,764 | ExpenseAmt |
| Grant | $62 | GrantAmt |
| Desc | NATIONAL SECURITY PROGRAM - IN 2015, THE NATIONAL SECURITY PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING:1. RELEASED A SERIES OF PAPERS TO EDUCATE PEOPLE AROUND THE US-IRAN NUCLEAR AGREEMENT.2. 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. 3. PRODUCED PAPERS TO EXPLAIN CURRENT FOREIGN POLICY ISSUES, INCLUDING THE US ROLE IN AFGHANISTAN, SCREENING FOR REFUGEES WHO ENTER THE US, AND THE NORMALIZATION OF US-CUBA RELATIONS.4. PRODUCED A SERIES OF PAPERS ON UNDERSTANDING THE DEFENSE BUDGET.5. CONDUCTED PUBLIC OPINION RESEARCH INTO THE POLITICS OF NATIONAL SECURITY TO EXPLAIN PUBLIC CONCERNS AROUND TERRORISM.3. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,032,764 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $62 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $7,685,005 | 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 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln 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 | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 56 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 72 | 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 | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | 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 (40 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 | 2.00 | 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 | ||||
| ANDREW FELDSTEIN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN FRANK | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL B GOLDBERG | |||||||||
| 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 | ||||
| KEF KASDIN | |||||||||
| 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 | ||||
| HERBERT S MILLER | |||||||||
| 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 | ||||
| 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 | ||||
| JONATHAN COWAN | |||||||||
| PRESIDENT | 42.00 | $306,853 | $33,994 | $21,423 | 4.00 | Yes (X) | |||
| NANCY HALE | |||||||||
| SVP AND TREASURER | 40.00 | $292,294 | $15,453 | $26,438 | 2.00 | Yes (X) | |||
| MATTHEW BENNETT | |||||||||
| SVP AND SECRETARY | 40.00 | $291,962 | $15,453 | $38,202 | 2.00 | Yes (X) | |||
| JAMES KESSLER | |||||||||
| SVP FOR POLICY | 40.00 | $303,720 | $0 | $40,447 | Yes (X) | ||||
| LANAE ERICKSON | |||||||||
| DIRECTOR, SOCIAL POLICY & POLITICS | 40.00 | $149,018 | $0 | $13,233 | Yes (X) | ||||
| MEIKE EOYANG | |||||||||
| DIRECTOR OF NATIONAL SECUR | 40.00 | $158,282 | $0 | $14,534 | Yes (X) | ||||
| JOSHUA FREED | |||||||||
| VP FOR CLEAN ENERGY | 40.00 | $181,247 | $0 | $31,324 | Yes (X) | ||||
| GABE HOROWITZ | |||||||||
| DIRECTOR OF ECON PROGRAM | 40.00 | $158,645 | $0 | $23,823 | Yes (X) | ||||
| LEAH CHANDLER | |||||||||
| DIRECTOR OF OUTREACH | 40.00 | $147,731 | $0 | $13,810 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,989,752 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $64,900 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $223,234 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ANZALONE LISZT GROVE RESEARCH INC | |||||
| 1140 19TH ST NW STE 610 | WASHINGTON | DC | 20036 | CONSULTING SERVICES | $147,200 |
| BENENSON STRATEGY GROUP | |||||
| 1901 PENNSYLVANIA AVE NW STE 1000 | WASHINGTON | DC | 20006 | POLLING SERVICES | $133,114 |
| BOUNDARY STONE PARTNERS | |||||
| 718 7TH ST NW | WASHINGTON | DC | 20001 | CONSULTING SERVICES | $121,934 |
| ELAINE KAMARCK | |||||
| PO BOX 2341 | BREWSTER | MA | 02631 | CONSULTING SERVICES FOR NEXT IDEAS NETWO | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,697,980 | MembershipDuesAmt |
| Related Organizations | $7,519,000 | RelatedOrganizationsAmt |
| All Other Contributions | $165,500 | AllOtherContributionsAmt |
| Noncash Contributions | $3,980 | NoncashContributionsAmt |
| Total Contributions | $10,382,480 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,266 | TotalRevenueColumnAmt |
| Exclusion | $64,266 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,760,671 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,313,605 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $447,066 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $447,066 | TotalRevenueColumnAmt |
| Exclusion | $447,066 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,893,812 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $511,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,350 | TotalAmt |
| Program Services | $25,350 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,379,422 | TotalAmt |
| Program Services | $1,167,356 | ProgramServicesAmt |
| Management And General | $151,034 | ManagementAndGeneralAmt |
| Fundraising | $61,032 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,148,326 | TotalAmt |
| Program Services | $2,794,807 | ProgramServicesAmt |
| Management And General | $301,803 | ManagementAndGeneralAmt |
| Fundraising | $51,716 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,053 | TotalAmt |
| Program Services | $112,438 | ProgramServicesAmt |
| Management And General | $12,368 | ManagementAndGeneralAmt |
| Fundraising | $2,247 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,213 | TotalAmt |
| Program Services | $333,139 | ProgramServicesAmt |
| Management And General | $37,626 | ManagementAndGeneralAmt |
| Fundraising | $8,448 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,888 | TotalAmt |
| Program Services | $263,924 | ProgramServicesAmt |
| Management And General | $30,431 | ManagementAndGeneralAmt |
| Fundraising | $7,533 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,753 | TotalAmt |
| Management And General | $8,753 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,995 | TotalAmt |
| Management And General | $22,995 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,916 | TotalAmt |
| Fundraising | $165,916 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,260 | TotalAmt |
| Management And General | $148,260 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,188,088 | TotalAmt |
| Program Services | $1,183,888 | ProgramServicesAmt |
| Management And General | $4,200 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,972 | TotalAmt |
| Program Services | $157,473 | ProgramServicesAmt |
| Management And General | $12,079 | ManagementAndGeneralAmt |
| Fundraising | $3,420 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,692 | TotalAmt |
| Program Services | $106,105 | ProgramServicesAmt |
| Management And General | $11,818 | ManagementAndGeneralAmt |
| Fundraising | $2,769 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $652,589 | TotalAmt |
| Program Services | $571,220 | ProgramServicesAmt |
| Management And General | $65,152 | ManagementAndGeneralAmt |
| Fundraising | $16,217 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,033 | TotalAmt |
| Program Services | $204,503 | ProgramServicesAmt |
| Management And General | $22,557 | ManagementAndGeneralAmt |
| Fundraising | $17,973 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,498 | TotalAmt |
| Management And General | $2,498 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,578 | TotalAmt |
| Program Services | $219,351 | ProgramServicesAmt |
| Management And General | $25,014 | ManagementAndGeneralAmt |
| Fundraising | $6,213 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,971 | TotalAmt |
| Program Services | $13,055 | ProgramServicesAmt |
| Management And General | $1,524 | ManagementAndGeneralAmt |
| Fundraising | $392 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| OUTREACH AND EVENTS | $397,657 | $397,544 | $113 | |
| EXECUTIVE RECRUITMENT A | $87,531 | $77,856 | $1,102 | $8,573 |
| STAFF DEVELOPMENT | $57,148 | $56,996 | $152 | |
| DONOR ACTIVITIES EXPENS | $21,020 | $21,020 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,917,953 | TotalAmt |
| Program Services | $7,685,005 | ProgramServicesAmt |
| Management And General | $866,685 | ManagementAndGeneralAmt |
| Fundraising | $366,263 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,683,492 | BOYAmt |
| EOY | $5,814,467 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,774,469 | BOYAmt |
| EOY | $6,936,604 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,970 | BOYAmt |
| EOY | $454,038 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,386 | BOYAmt |
| EOY | $182,160 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,011,900 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $591,154 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $599,694 | BOYAmt |
| EOY | $420,746 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,406,280 | BOYAmt |
| EOY | $11,719,612 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,759 | BOYAmt |
| EOY | $17,759 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,669,050 | BOYAmt |
| EOY | $25,545,386 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,949 | BOYAmt |
| EOY | $311,340 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,000 | BOYAmt |
| EOY | $215,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $737,949 | BOYAmt |
| EOY | $526,340 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,805,812 | BOYAmt |
| EOY | $24,410,515 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,289 | BOYAmt |
| EOY | $608,531 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,931,101 | BOYAmt |
| EOY | $25,019,046 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,669,050 | BOYAmt |
| EOY | $25,545,386 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,975,859 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$887,914 | 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 | $6,309 | PoliticalExpendituresAmt |
| Expended527 Activities | $6,309 | Expended527ActivitiesAmt |
| Total Exempt Function Expend | $6,309 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (1) | Form1120POLFiledInd |
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $2,697,980 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $177,030 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $177,030 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $429,522 | AggregateReportedDuesNtcAmt |
| Taxable | -$252,492 | 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 | $388,244 | OtherCostOrOtherBasisAmt |
| Depreciation | $349,458 | DepreciationAmt |
| Book Value | $38,786 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $343,510 | OtherCostOrOtherBasisAmt |
| Depreciation | $210,085 | DepreciationAmt |
| Book Value | $133,425 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $280,146 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,611 | DepreciationAmt |
| Book Value | $248,535 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $420,746 | 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 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
| 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 | $6,349,586 | RegionTotalExpendituresAmt |
| 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 | $6,349,586 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $6,349,586 | 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 (8 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 | $60,791 | $15,416 | $45,375 |
| PECK MADIGAN JONES & STEWART | ||||||||
| 1300 CONNECTICUT AVE NW 600 | WASHINGTON | DC | 20036 | FUNDRAISING CONSULTANT | 0 | $60,000 | $12,000 | $48,000 |
| PEARSON & ASSOCIATES | ||||||||
| 900 19TH STREET NW STE 800 | WASHINGTON | DC | 20006 | FUNDRAISING CONSULTANT | 0 | $60,000 | $60,000 | $0 |
| THE SMOOT TEWES GROUP | ||||||||
| 818 CONNECTICUT AVE NW 200 | WASHINGTON | DC | 20002 | FUNDRAISING CONSULTANT | 0 | $40,428 | $40,000 | $428 |
| WILLIAM ANDRESEN | ||||||||
| 4435 TUSCANY COURT | WOODBRIDGE | VA | 22192 | FUNDRAISING CONSULTANT | 0 | $30,000 | $6,000 | $24,000 |
| CHAD FITZGERALD | ||||||||
| 328 W 11TH STREET APT 4H | NEW YORK | NY | 10014 | FUNDRAISING CONSULTANT | 0 | $15,000 | $15,000 | $0 |
| BLOOM STRATEGIC CONSULTING LLC | ||||||||
| 4925 GREENVILLE AVE SUITE 100 | DALLAS | TX | 75206 | FUNDRAISING CONSULTANT | 0 | $12,500 | $12,500 | $0 |
| ANGELIQUE CANNON HARRIS | ||||||||
| 7209 FLOWER TUFT COURT | SPRINGFIELD | VA | 22153 | FUNDRAISING CONSULTANT | 0 | $5,000 | $5,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $283,719 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $165,916 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $117,803 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWDEAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 PENNSYLVANIA AVE SE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 273147985 | RecipientEIN |
| IRC Section | 501(C)(4) | IRCSectionDesc |
| Cash Grant | $25,000 | CashGrantAmt |
| Purpose Of Grant | TO ADVANCE THE PUBLIC INTEREST BY PROVIDING OPPORTUNITES FOR STATE AND LOCAL ELECTED OFFICIALS TO SHARE PRO-GROWTH PROGRESSIVE IDEAS PUBLICALLY, WITH EACH OTHER, AND WITH POLICY AND OTHER EXPERTS. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PERFORMS UP-FRONT DUE DILIGENCE PRIOR TO GRANTING FUNDS TO ASCERTAIN THAT THE RECIPIENT ORGANIZATION'S MISSION IS CONGRUENT WITH THIRD WAY'S GOALS. THEREFORE, MINIMAL MONITORING IS REQUIRED ONCE THE FUNDS HAVE BEEN GRANTED. | ExplanationTxt |
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 | $305,931 | $33,994 | $0 | $0 | $922 | $0 | $10,600 | $0 | $10,021 | $802 | $327,474 | $34,796 | $0 | $0 |
| NANCY HALE | ||||||||||||||
| SVP AND TREASURER | $291,790 | $15,453 | $0 | $0 | $504 | $0 | $10,600 | $0 | $15,414 | $424 | $318,308 | $15,877 | $0 | $0 |
| MATTHEW BENNETT | ||||||||||||||
| SVP AND SECRETARY | $291,040 | $15,453 | $0 | $0 | $922 | $0 | $10,600 | $0 | $26,622 | $980 | $329,184 | $16,433 | $0 | $0 |
| JAMES KESSLER | ||||||||||||||
| SVP FOR POLICY | $303,000 | $0 | $0 | $0 | $720 | $0 | $10,600 | $0 | $29,847 | $0 | $344,167 | $0 | $0 | $0 |
| LANAE ERICKSON | ||||||||||||||
| DIRECTOR, SOCIAL POLICY & POLITICS | $149,018 | $0 | $0 | $0 | $0 | $0 | $5,961 | $0 | $7,272 | $0 | $162,251 | $0 | $0 | $0 |
| MEIKE EOYANG | ||||||||||||||
| DIRECTOR OF NATIONAL SECUR | $157,847 | $0 | $0 | $0 | $435 | $0 | $6,331 | $0 | $8,203 | $0 | $172,816 | $0 | $0 | $0 |
| JOSHUA FREED | ||||||||||||||
| VP FOR CLEAN ENERGY | $180,365 | $0 | $0 | $0 | $882 | $0 | $7,250 | $0 | $24,074 | $0 | $212,571 | $0 | $0 | $0 |
| GABE HOROWITZ | ||||||||||||||
| DIRECTOR OF ECON PROGRAM | $157,792 | $0 | $0 | $0 | $853 | $0 | $6,346 | $0 | $17,477 | $0 | $182,468 | $0 | $0 | $0 |
| LEAH CHANDLER | ||||||||||||||
| DIRECTOR OF OUTREACH | $147,731 | $0 | $0 | $0 | $0 | $0 | $5,909 | $0 | $7,901 | $0 | $161,541 | $0 | $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 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 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 564,149. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 564,149. COMMISSIONED PUBLIC OPINION RESEARCH: PROGRAM SERVICE EXPENSES 320,314. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 320,314. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 299,425. MANAGEMENT AND GENERAL EXPENSES 4,200. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 303,625. |
| 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. |
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 | $7,519,000 | CASH RECEIVED |
| THIRD WAY INSTITUTE | ||
| N | $125,459 | SHARING OF EMPLOYEES |
Comments