THIRD WAY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THIRD WAY (EIN 20-1734070)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201531319349302458
- Schema version
- 2014v5.0
- 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 | 2015-05-11T13:25:33-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-05-11 | 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 | 2022936321 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | $14,759,242 | 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 | 32 | VotingMembersIndependentCnt |
| Total Employee | 59 | TotalEmployeeCnt |
| Total Volunteers | 34 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,224,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,736,500 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,500 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $69,351 | PYInvestmentIncomeAmt |
| CY Investment Income | $49,547 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,450 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,308,301 | PYTotalRevenueAmt |
| CY Total Revenue | $8,786,047 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | 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 | $4,980,690 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,213,303 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $129,021 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $150,774 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $237,538 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,864,306 | PYOtherExpensesAmt |
| CY Other Expenses | $3,409,929 | CYOtherExpensesAmt |
| PY Total Expenses | $7,974,017 | PYTotalExpensesAmt |
| CY Total Expenses | $8,774,006 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,334,284 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,041 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,845,149 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,669,050 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $696,238 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $737,949 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,148,911 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,931,101 | 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 | $3,237,130 | 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 2014, THE ECONOMIC PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING:1. HEALTH CARE: DEVELOPED 15 POLICY PAPERS ON HOW TO CUT WASTE IN THE HEALTH CARE SYSTEM BY REMOVING OBSTACLES TO PATIENT CARE WHICH WILL BE PUBLICLY RELEASED THROUGHOUT THE COMING YEAR. ALSO CONDUCTED ORIGINAL PUBLIC OPINION RESEARCH AND ECONOMIC MODELING ON OUR WORK.2. RETIREMENT: RELEASED AN ORIGINAL PROPOSAL TO INCREASE THE RETIREMENT SAVINGS FOR MILLIONS OF AMERICANS.3. WORKFORCE: EXAMINED HUNDREDS OF UNIQUE WORKFORCE TRAINING PROGRAMS AND INNOVATIONS. BASED ON THIS RESEARCH, WE IDENTIFIED SEVEN KEY TRAITS OF EFFECTIVE WORKFORCE PROGRAMS AND OUTLINED THESE CHARACTERISTICS AND CORRESPONDING CASE STUDIES.4. TAX: RELEASED A PRIMER ON INTERNATIONAL CORPORATE TAX REFORM AS WELL AS A REPORT DEMONSTRATING HOW MIDDLE-CLASS FAMILIES ARE SUBJECT TO PRICE AND WAGE DIFFERENCES AS WELL AS DIFFERING TREATMENT BY THE U.S. TAX CODE.5. MIDDLE CLASS PROSPERITY: RELEASED A MEMO OUTLINING HOW A MIDDLE CLASS JOB IS NO LONGER SUPPORTING A MIDDLE CLASS LIFESTYLE AS WELL AS AN ORIGINAL PROPOSAL TO GENERATE MORE THAN HALF A MILLION JOBS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,755,466 | ExpenseAmt |
| Desc | SOCIAL POLICY AND POLITICS - IN 2014, THE SOCIAL POLICY AND POLITICS PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING:1. EDUCATION: RELEASED A MAJOR REPORT MAKING THE CASE THAT WE MUST MODERNIZE THE TEACHING PROFESSION IN ORDER TO MAKE IT ATTRACTIVE TO THE HIGH-ACHIEVING MILLENNIALS WE NEED TO FILL THE 3 MILLION NEW TEACHER POSITIONS WHICH WILL OPEN OVER THE NEXT DECADE, AND EXPANDED UPON THE PRINCIPLES LAID OUT IN THAT REPORT WITH THREE SIGNIFICANT POLICY BRIEFS OFFERING NEW IDEAS FOR HOW TO ACCOMPLISH THAT GOAL.2. MARIJUANA: CONDUCTED TWO ROUNDS OF IN-DEPTH PUBLIC OPINION RESEARCH TO BETTER UNDERSTAND HOW AMERICANS WHO ARE STRUGGLING WITH THE ISSUE OF WHETHER TO LEGALIZE MARIJUANA FEEL ABOUT THE FEDERAL GOVERNMENT'S ROLE IN THAT DEBATE, AND RELEASED A NEW PROPOSAL ADVOCATING FOR A "WAIVE BUT RESTRICT" APPROACH THAT ALLOWS STATES THAT STRICTLY REGULATE LEGAL MARIJUANA MARKETS TO OBTAIN A WAIVER TO OPERATE OUTSIDE OF FEDERAL LAW FOR A CERTAIN PERIOD OF TIME.3. MOBILITY: RESEARCHED, DRAFTED, AND RELEASED A MAJOR REPORT URGING A MORE COMPREHENSIVE RESPONSE TO AMERICA'S MOBILITY CRISIS AND OFFERING POLICY IDEAS FOR HOW THE GOVERNMENT CAN ENCOURAGE A MOBILITY MINDSET THROUGH NON-ECONOMIC INTERVENTIONS LIKE ALLOWING FELONS TO EARN A COMMENDABLE RELEASE AND USING HOME VISITING AND EARLY EDUCATION PROGRAMS TO INSTILL GRIT AND A GROWTH MINDSET IN CHILDREN.4. MODERATE POLITICS: RELEASING REPORTS THAT DOVE DEEPLY INTO TWO OF THE SPECIFIC DEMOGRAPHIC GROUPS MAKING UP THE "NEW AMERICAN ELECTORATE"-MILLENNIALS AND HISPANICS-IN ORDER TO BETTER UNDERSTAND AND EXPLAIN THEIR RELATIONSHIP WITH THE POLITICAL PARTIES AND PROCESS, AND CONDUCTING AND RELEASING OUR INAUGURAL "STATE OF THE CENTER" POLL ANALYZING THE WORLDVIEW, VALUES, AND BELIEFS OF AMERICANS IN THE CENTER. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,619,561 | ExpenseAmt |
| Desc | CLEAN ENERGY - IN 2014, THE CLEAN ENERGY PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING:1. NUCLEAR POWER: PRODUCED A SERIES OF PAPERS EXPLAINING THE IMPORTANCE OF NUCLEAR POWER FOR GENERATING CARBON-FREE ELECTRICITY IN THE UNITED STATES AND ANALYZING THE IMPACT THAT SHUTTING NUCLEAR PLANTS DOWN WOULD HAVE ON CARBON EMISSIONS. ALSO, RELEASED A REPORT ANALYZING HOW MUCH THE US AND OTHER COUNTRIES ARE INVESTING IN ADVANCED NUCLEAR INNOVATION, AND THE IMPACT THAT IS LIKELY TO HAVE ON THE DEVELOPMENT AND COMMERCIALIZATION OF THIS TECHNOLOGY.2. EPA REGULATION OF GREENHOUSE GASSES: RELEASED AN ORIGINAL PROPOSAL ON THE MOST EFFECTIVE WAY FOR THE ENVIRONMENTAL PROTECTION AGENCY (EPA) TO REGULATE GREENHOUSE GAS EMISSIONS FROM EXISTING POWER PLANTS, AND A SERIES OF FOLLOW UP MEMOS ANALYZING THE IMPACT OF THE EPA'S SUBSEQUENT PROPOSAL ON NUCLEAR POWER IN THE UNTIED STATES AND RECOMMENDING CHANGES THAT WOULD HELP KEEP MORE ZERO-CARBON EMISSION NUCLEAR PLANTS OPERATING.3. CLEAN ENERGY FINANCE: DEVELOPED AND RELEASED A SERIES OF PRIMERS EXPLAINING HOW CLEAN ENERGY PROJECTS ARE FINANCED IN THE UNITED STATES, THE DIFFERENT FINANCING MECHANISMS THE PRIVATE SECTOR USES TO FUND ENERGY PROJECTS, AND THE DIFFERENT KINDS OF PRIVATE SECTOR INVESTORS IN CLEAN ENERGY PROJECTS, AND WHAT THEY ARE LOOKING FOR WHEN THEY MAKE INVESTMENTS | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $952,655 | ExpenseAmt |
| Desc | NATIONAL SECURITY PROGRAM - IN 2014, THE NATIONAL SECURITY PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING:1. RELEASED A SERIES OF PAPERS TO EDUCATE PEOPLE AROUND THE TERRORIST THREATS TO THE OLYMPIC GAMES AT SOCHI, RUSSIA, EXPLAINING THE HISTORY OF THE CHECHEN SEPARATIST MOVEMENT. 2. PRODUCED PAPERS CLARIFYING AMERICA'S OPTIONS IN SYRIA TO RESPOND TO THE EXPANSION OF THE TERRORIST GROUP ISIS ACROSS INTERNATIONAL BOUNDARIES FROM SYRIA INTO IRAQ. 3. PRODUCED A SERIES OF PAPERS AND BRIEFINGS ON UNDERSTANDING THE DEFENSE BUDGET, INCLUDING DEBUNKING THE IDEA THAT DEFENSE SPENDING AS A SHARE OF GDP IS A USEFUL NATIONAL SECURITY METRIC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $952,655 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $7,564,812 | 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 | 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 | 59 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 59 | 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 | 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 (42 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 | ||||
| RONALD KLAIN | |||||||||
| 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 | ||||
| ANDREW PARMENTIER | |||||||||
| 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 | Yes (X) | $300,938 | $33,330 | $18,623 | 4.00 | Yes (X) | ||
| NANCY HALE | |||||||||
| TREASURER | 40.00 | $286,916 | $15,150 | $19,083 | 2.00 | Yes (X) | |||
| MATTHEW BENNETT | |||||||||
| SECRETARY | 40.00 | $286,318 | $15,150 | $30,203 | 2.00 | Yes (X) | |||
| JAMES KESSLER | |||||||||
| SVP FOR POLICY | 40.00 | $299,846 | $0 | $30,436 | Yes (X) | ||||
| BRENDA BETHEA | |||||||||
| DIRECTOR OF ADMINISTRATION | 40.00 | $138,743 | $15,640 | $9,068 | 2.00 | Yes (X) | |||
| MEIKE EOYANG | |||||||||
| DIRECTOR OF NATIONAL SECURITY | 40.00 | $151,943 | $0 | $13,517 | Yes (X) | ||||
| JOSHUA FREED | |||||||||
| VP FOR CLEAN ENERGY | 40.00 | $171,556 | $0 | $26,003 | Yes (X) | ||||
| GABE HOROWITZ | |||||||||
| DIRECTOR OF ECON PROGRAM | 40.00 | $141,900 | $0 | $24,062 | Yes (X) | ||||
| LEAH CHANDLER | |||||||||
| DIRECTOR OF OUTREACH | 40.00 | $133,467 | $0 | $12,541 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,911,627 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $79,270 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $183,536 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELAINE KAMARCK | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2341 | AddressLine1Txt |
| City | BREWSTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING SERVICES FOR NEXT IDEAS NETWO | ServicesDesc |
| Compensation | $120,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,852,500 | MembershipDuesAmt |
| Related Organizations | $5,758,500 | RelatedOrganizationsAmt |
| All Other Contributions | $125,500 | AllOtherContributionsAmt |
| Total Contributions | $8,736,500 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,748 | TotalRevenueColumnAmt |
| Exclusion | $56,748 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,965,994 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,973,195 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$7,201 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,201 | TotalRevenueColumnAmt |
| Exclusion | -$7,201 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,786,047 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $49,547 | 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 | $1,329,511 | TotalAmt |
| Program Services | $1,180,382 | ProgramServicesAmt |
| Management And General | $125,176 | ManagementAndGeneralAmt |
| Fundraising | $23,953 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,112,576 | TotalAmt |
| Program Services | $2,738,579 | ProgramServicesAmt |
| Management And General | $363,699 | ManagementAndGeneralAmt |
| Fundraising | $10,298 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $771,216 | TotalAmt |
| Program Services | $677,601 | ProgramServicesAmt |
| Management And General | $88,511 | ManagementAndGeneralAmt |
| Fundraising | $5,104 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,755 | TotalAmt |
| Management And General | $23,755 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,678 | TotalAmt |
| Management And General | $22,678 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,774 | TotalAmt |
| Fundraising | $150,774 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,126 | TotalAmt |
| Management And General | $180,126 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,335,046 | TotalAmt |
| Program Services | $1,313,929 | ProgramServicesAmt |
| Management And General | $16,117 | ManagementAndGeneralAmt |
| Fundraising | $5,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,347 | TotalAmt |
| Program Services | $243,533 | ProgramServicesAmt |
| Management And General | $26,899 | ManagementAndGeneralAmt |
| Fundraising | $1,915 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,986 | TotalAmt |
| Program Services | $87,392 | ProgramServicesAmt |
| Management And General | $10,961 | ManagementAndGeneralAmt |
| Fundraising | $7,633 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625,025 | TotalAmt |
| Program Services | $551,340 | ProgramServicesAmt |
| Management And General | $68,925 | ManagementAndGeneralAmt |
| Fundraising | $4,760 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,398 | TotalAmt |
| Program Services | $150,570 | ProgramServicesAmt |
| Management And General | $17,784 | ManagementAndGeneralAmt |
| Fundraising | $5,044 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,792 | TotalAmt |
| Program Services | $5,792 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,550 | TotalAmt |
| Program Services | $397,318 | ProgramServicesAmt |
| Fundraising | $21,232 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,262 | TotalAmt |
| Program Services | $2,262 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,988 | TotalAmt |
| Program Services | $193,267 | ProgramServicesAmt |
| Management And General | $24,104 | ManagementAndGeneralAmt |
| Fundraising | $1,617 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,724 | TotalAmt |
| Program Services | $12,993 | ProgramServicesAmt |
| Management And General | $1,620 | ManagementAndGeneralAmt |
| Fundraising | $111 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $5,521 | $4,794 | $677 | $50 |
| MISCELLANEOUS EXPENSE | $5,230 | $4,623 | $564 | $43 |
| CHARITABLE CONTRIBUTION | $501 | $437 | $60 | $4 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,774,006 | TotalAmt |
| Program Services | $7,564,812 | ProgramServicesAmt |
| Management And General | $971,656 | ManagementAndGeneralAmt |
| Fundraising | $237,538 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,458,826 | BOYAmt |
| EOY | $4,683,492 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,766,382 | BOYAmt |
| EOY | $6,774,469 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,129 | BOYAmt |
| EOY | $71,970 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,837 | BOYAmt |
| EOY | $117,386 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,278,684 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $678,990 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $529,337 | BOYAmt |
| EOY | $599,694 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,774,439 | BOYAmt |
| EOY | $12,406,280 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,199 | BOYAmt |
| EOY | $15,759 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,845,149 | BOYAmt |
| EOY | $24,669,050 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,738 | BOYAmt |
| EOY | $392,949 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,500 | BOYAmt |
| EOY | $345,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $696,238 | BOYAmt |
| EOY | $737,949 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,902,244 | BOYAmt |
| EOY | $23,805,812 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,667 | BOYAmt |
| EOY | $125,289 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,148,911 | BOYAmt |
| EOY | $23,931,101 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,845,149 | BOYAmt |
| EOY | $24,669,050 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $12,041 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $770,149 | 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 | $18,392 | PoliticalExpendituresAmt |
| Expended527 Activities | $13,267 | Expended527ActivitiesAmt |
| Total Exempt Function Expend | $13,267 | 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 | $2,852,500 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $121,192 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $121,192 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $427,875 | AggregateReportedDuesNtcAmt |
| Taxable | -$306,683 | 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 | $176,466 | DepreciationAmt |
| Book Value | $211,778 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $493,055 | OtherCostOrOtherBasisAmt |
| Depreciation | $341,457 | DepreciationAmt |
| Book Value | $151,598 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $397,385 | OtherCostOrOtherBasisAmt |
| Depreciation | $161,067 | DepreciationAmt |
| Book Value | $236,318 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $599,694 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,376,070 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $770,149 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $770,149 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,605,921 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $180,126 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $180,126 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,786,047 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,593,880 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,593,880 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $180,126 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $180,126 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,774,006 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TW AND TWI HAVE ADOPTED THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AS REQUIRED BY TOPIC 740 OF THE FASB ASC. TOPIC 740 REQUIRES TW AND TWI TO DETERMINE WHETHER A TAX POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS MORE THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT WHICH COULD RESULT IN TW AND TWI RECORDING A TAX LIABILITY THAT WOULD REDUCE ITS NET ASSETS. TW AND TWI HAS ANALYZED ITS TAX POSITIONS, AND HAS CONCLUDED THAT NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS SHOULD BE RECORDED RELATED TO ANY UNCERTAIN TAX POSITIONS TAKEN ON RETURNS FILED FOR OPEN TAX YEARS (2011-2013), OR EXPECTED TO BE TAKEN IN ITS 2014 TAX RETURN. TW AND TWI IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT BELIEVES THAT THERE IS A REASONABLE POSSIBILITY THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE MATERIALLY IN THE NEXT TWELVE MONTHS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $464,878 |
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $9,430,799 |
| 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 | $9,895,677 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $9,895,677 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| PECK MADIGAN JONES & STEWART | ||||||||
| 1300 CONNECTICUT AVE NW 600 | WASHINGTON | DC | 20036 | FUNDRAISING CONSULTANT | 0 | $77,610 | $16,774 | $60,836 |
| 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 |
| BOYD CONSULTING LLC | ||||||||
| 105 GINA COURT | SANTA CRUZ | CA | 95060 | FUNDRAISING CONSULTANT | 0 | $50,000 | $5,000 | $45,000 |
| CHAD FITZGERALD | ||||||||
| 328 W 11TH STREET APT 4H | NEW YORK | NY | 10014 | FUNDRAISING CONSULTANT | 0 | $45,000 | $45,000 | $0 |
| WILLIAM ANDRESEN | ||||||||
| 4435 TUSCANY COURT | WOODBRIDGE | VA | 22192 | FUNDRAISING CONSULTANT | 0 | $30,000 | $6,000 | $24,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $322,610 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $147,774 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $174,836 | 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 (8 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 | $300,140 | $33,330 | $0 | $0 | $798 | $0 | $10,600 | $0 | $7,221 | $802 | $318,759 | $34,132 | $0 | $0 |
| NANCY HALE | ||||||||||||||
| TREASURER | $286,520 | $15,150 | $0 | $0 | $396 | $0 | $10,600 | $0 | $8,059 | $424 | $305,575 | $15,574 | $0 | $0 |
| MATTHEW BENNETT | ||||||||||||||
| SECRETARY | $285,520 | $15,150 | $0 | $0 | $798 | $0 | $10,600 | $0 | $18,623 | $980 | $315,541 | $16,130 | $0 | $0 |
| JAMES KESSLER | ||||||||||||||
| SVP FOR POLICY | $299,450 | $0 | $0 | $0 | $396 | $0 | $10,600 | $0 | $19,836 | $0 | $330,282 | $0 | $0 | $0 |
| BRENDA BETHEA | ||||||||||||||
| DIRECTOR OF ADMINISTRATION | $138,679 | $15,640 | $0 | $0 | $64 | $0 | $6,175 | $0 | $2,630 | $263 | $147,548 | $15,903 | $0 | $0 |
| MEIKE EOYANG | ||||||||||||||
| DIRECTOR OF NATIONAL SECURITY | $151,643 | $0 | $0 | $0 | $300 | $0 | $6,078 | $0 | $7,439 | $0 | $165,460 | $0 | $0 | $0 |
| JOSHUA FREED | ||||||||||||||
| VP FOR CLEAN ENERGY | $171,143 | $0 | $0 | $0 | $413 | $0 | $6,862 | $0 | $19,141 | $0 | $197,559 | $0 | $0 | $0 |
| GABE HOROWITZ | ||||||||||||||
| DIRECTOR OF ECON PROGRAM | $141,900 | $0 | $0 | $0 | $0 | $0 | $5,676 | $0 | $18,386 | $0 | $165,962 | $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 779,181. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 779,181. COMMISSIONED PUBLIC OPINION RESEARCH: PROGRAM SERVICE EXPENSES 387,772. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 387,772. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 146,976. MANAGEMENT AND GENERAL EXPENSES 16,117. FUNDRAISING EXPENSES 5,000. TOTAL EXPENSES 168,093. |
| 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 | $5,758,500 | CASH RECEIVED |
| THIRD WAY INSTITUTE | ||
| N | $117,722 | SHARING OF EMPLOYEES |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II, COLUMN B: PRIMARY ACTIVITY | FormAndLineReferenceDesc |
| Explanation | TO SUPPORT ACTIVITIES THAT ADVANCE MODERATE SOLUTIONS FOR MAJOR ECONOMIC, NATIONAL SECURITY, ENERGY, AND SOCIAL POLICY ISSUES. | ExplanationTxt |
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