THIRD WAY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THIRD WAY (EIN 20-1734070)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201431349349305533
- Schema version
- 2013v3.1
- 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 J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T15:20:21-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCQUADE BRENNAN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 RHODE ISLAND AVE NW STE 800 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200363114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 AVENUE NW | AddressLine1 |
| Address Line2 | ROOM/SUITE 501 | AddressLine2 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200365422 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN COWAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2023841700 | PhoneNum |
| Signature | 2014-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN D MCQUADE | PreparerPersonNm |
| PTIN | P01340629 | PTIN |
| Phone | 2022963306 | PhoneNum |
| Preparation | 2014-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 AVENUE NW 501 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,898,705 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 69 | TotalEmployeeCnt |
| Total Volunteers | 29 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,219,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,224,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,550 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,500 | CYProgramServiceRevenueAmt |
| PY Investment Income | $94,574 | PYInvestmentIncomeAmt |
| CY Investment Income | $69,351 | CYInvestmentIncomeAmt |
| CY Other Revenue | $3,450 | CYOtherRevenueAmt |
| PY Total Revenue | $9,323,124 | PYTotalRevenueAmt |
| CY Total Revenue | $9,308,301 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,358,112 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,980,690 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $139,137 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $129,021 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $201,860 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,670,766 | PYOtherExpensesAmt |
| CY Other Expenses | $2,864,306 | CYOtherExpensesAmt |
| PY Total Expenses | $7,168,015 | PYTotalExpensesAmt |
| CY Total Expenses | $7,974,017 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,155,109 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,334,284 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,981,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,845,149 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $522,419 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $696,238 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,459,102 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,148,911 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO RESEARCH AND DEVELOP CENTRIST POLICY IDEAS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,961,124 | ExpenseAmt |
| Revenue | $11,500 | RevenueAmt |
| 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 2013, THE ECONOMIC PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING: 1.HEALTH CARE: RELEASED A SERIES OF POLICY PAPERS ON HOW TO REFORM MEDICARE AND IMPROVE PATIENT CARE THROUGH THE USE OF BUNDLED PAYMENTS AND MEDICAL HOMES. ALSO PRODUCED A REPORT EXAMINING CRITICAL LESSONS FROM IMPLEMENTATION OF MEDICARE PART D AND IMPLICATIONS FOR THE AFFORDABLE CARE ACT. 2.TRADE: PRODUCED A SERIES OF REPORTS THAT ANALYZED AMERICAN EXPORT TRENDS IN ASIAN MARKETS, MARKET INTEGRATION AMONG NORTH AMERICAN COUNTRIES, OPPORTUNITIES FOR US EXPORTS IN EU MARKETS, AND THE POLICY MECHANISM TO IMPLEMENT TRADE DEALS. 3.SOCIAL SECURITY: RELEASED AN ORIGINAL PROPOSAL TO REFORM SOCIAL SECURITY THROUGH CREATION OF A NATIONAL COMMISSION. 4.ECONOMIC GROWTH: PRODUCED A SERIES OF MEMOS ANALYZING GROWTH INDICATORS AND IMPLICATIONS FOR U.S. GROWTH AS A RESULT OF A POTENTIAL BREACH OF THE NATION'S DEBT LIMIT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,497,602 | ExpenseAmt |
| Desc | SOCIAL POLICY AND POLITICS IN 2013, THE SOCIAL POLICY AND POLITICS PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING: 1.GAY EQUALITY: CONDUCTED THREE ROUNDS OF GROUNDBREAKING PUBLIC OPINION RESEARCH TO BETTER UNDERSTAND HOW AMERICANS VIEW THE INTERACTION BETWEEN NONDISCRIMINATION LAWS, MARRIAGE FOR GAY COUPLES, AND RELIGIOUS LIBERTY, AND RELEASED A MAJOR REPORT DETAILING HOW TO MOST EFFECTIVELY TALK ABOUT THOSE ISSUES TO THOSE WHO ARE TORN. 2.GUNS: RELEASED TWO DATA-HEAVY REPORTS THAT DOCUMENT THE VAST NUMBER OF GUNS AVAILABLE, NO QUESTIONS ASKED, THROUGH THE "VIRTUAL LOOPHOLE" ON ARMSLIST.COM, ILLUSTRATING WHY THE LACK OF BACKGROUND CHECKS FOR GUN SALES BETWEEN STRANGERS IS SO DANGEROUS IN THE INTERNET AGE. 3.IMMIGRATION: CREATED AN INFOGRAPHIC ENTITLED "TURNING GREEN CARDS INTO GROWTH" TO EMPHASIZE THE ECONOMIC NEED FOR IMMIGRATION REFORM AND EXPLAIN HOW THE FUTURE FLOW OF IMMIGRATION WOULD CHANGE UNDER A COMPREHENSIVE REFORM BILL. 4.MODERATE POLITICS: RELEASED 2 MAJOR REPORTS WHICH DISASSEMBLED THE ASSUMPTIONS UNDERLYING THE IDEA THAT "DEMOGRAPHY EQUALS DESTINY" FOR THE POLITICAL PARTIES AND SHOWED THAT WHILE THE DEMOGRAPHIC MAKEUP OF THE COUNTRY IS INDEED SHIFTING, THE THREE GROWING GROUPS-HISPANIC, ASIAN, AND MILLENNIAL VOTERS-ARE NOT PREDOMINANTLY LIBERAL, THEIR IDEOLOGY IS NOT STABLE, AND THEY DON'T DISPLAY DEEP LOYALTY TO THE DEMOCRATIC BRAND. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,490,720 | ExpenseAmt |
| Desc | CLEAN ENERGY PROGRAM IN 2013, THE CLEAN ENERGY PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING: 1.NATIONAL CLEAN ENERGY POLICY ANALYSIS: CONDUCTED A COMPREHENSIVE ANALYSIS OF SPECIFIC, PRAGMATIC ENERGY POLICIES THE US FEDERAL GOVERNMENT COULD IMPLEMENT TO REDUCE CARBON EMISSIONS AND CONVENTIONAL POLLUTANTS, ALONG WITH THE IMPACT THESE POLICIES WOULD HAVE ON JOBS, THE FEDERAL BUDGET, AND GENERATION OF CLEAN ENERGY. 2.POWERBOOK: DEVELOPED AND LAUNCHED A NEW WEB SITE, AT POWERBOOK.THIRDWAY.ORG, THE FIRST TO-SCALE, STRATEGIC SET OF FEDERAL POLICY PROPOSALS DESIGNED TO ADDRESS CLIMATE CHANGE IN THE AFTERMATH OF CAP-AND- TRADE'S FAILURE. 3.RENEWABLE FUELS: RELEASED A MEMO, AND GLOSSARY OF KEY TERMS, THAT PROVIDED BASIC INFORMATION ON BIOFUELS AND US RENEWABLE FUEL POLICY AND EXPLAINED HOW THE ENVIRONMENTAL PROTECTION AGENCY'S PROPOSED CHANGES TO THE FEDERAL RULES ON RENEWABLE FUELS WOULD IMPACT THE DEVELOPMENT AND ECONOMICS OF ADVANCED BIOFUELS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $932,664 | ExpenseAmt |
| Desc | OTHER PROGRAM SERVICES NATIONAL SECURITY PROGRAM IN 2013, THE NATIONAL SECURITY PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING: 1.IRAN: RELEASED A MEMO EXPLAINING THE BENEFITS AND DRAWBACKS OF THE INTERIM NUCLEAR AGREEMENT THAT WOULD LIMIT IRAN'S NUCLEAR WEAPONS PRODUCTION CAPABILITY. 2.DEFENSE BUDGET: RELEASED A MEMO ANALYZING THE ADMINISTRATION'S 2014 DEFENSE BUDGET REQUEST; RELEASED MEMOS ON REDUCING THE BUREAUCRATIC BLOAT AT THE PENTAGON AND ALSO CURBING COSTS OF THE F-35. 3.DIPLOMATIC SECURITY: REVIEWED GOVERNMENT REPORTS ON THE ATTACKS ON US DIPLOMATIC FACILITIES AT BENGHAZI, LIBYA, AND MADE RECOMMENDATIONS FOR SECURITY IMPROVEMENTS. 4.SYRIA: RELEASED A SERIES OF MEMOS ON SYRIA'S CHEMICAL WEAPONS USAGE AND THE BENEFITS OF THE AGREEMENT TO DESTROY THEIR CHEMICAL WEAPONS STOCKPILES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $932,664 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $6,882,110 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (true) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 69 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ORGANIZATION | PersonNm |
| Phone | 2023841700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVE NW | AddressLine1 |
| Address Line2 | NO 501 | AddressLine2 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200365422 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JONATHAN COWAN | |||||||||
| PRESIDENT | 42.00 | 4.00 | Yes (X) | Yes (X) | $295,755 | $23,840 | $17,908 | ||
| ANDREW FELDSTEIN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGETTE BENNETT | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM D BUDINGER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID COULTER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEWIS B CULLMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM DALEY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER B LEWIS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN DYSON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT R DYSON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN FRANK | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL GOLDBERG | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID HELLER | |||||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER JOSEPH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEREK KAUFMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIRK RADKE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEREK KIRKLAND | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RONALD A KLAIN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THURGOOD MARSHALL JR | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN MCCUE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HERBERT S MILLER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL E NOVOGRATZ | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW PARMENTIER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HOWARD ROSSMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BERNARD L SCHWARTZ | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIM SWEENEY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TED J TRIMPA | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA M VOGELSTEIN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN VOGELSTEIN | |||||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH ZIMLICH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY HALE | |||||||||
| SVP AND TREA | 40.00 | 2.00 | Yes (X) | $280,328 | $14,291 | $17,909 | |||
| MATTHEW BENNETT | |||||||||
| SVP AND SECR | 40.00 | 2.00 | Yes (X) | $276,305 | $14,252 | $29,100 | |||
| JAMES KESSLER | |||||||||
| SVP OF POLIC | 40.00 | $289,195 | $0 | $29,100 | Yes (X) | ||||
| SEAN GIBBONS | |||||||||
| DIR - COMMUN | 40.00 | $186,774 | $0 | $26,154 | Yes (X) | ||||
| JOSHUA FREED | |||||||||
| VP FOR CLEAN | 40.00 | $164,620 | $0 | $25,057 | Yes (X) | ||||
| MIEKE EOYANG | |||||||||
| DIR - NAT SE | 40.00 | $150,696 | $0 | $13,413 | Yes (X) | ||||
| BRENDA BETHEA | |||||||||
| DIR - ADMINI | 40.00 | 2.00 | $126,595 | $13,565 | $8,026 | Yes (X) | |||
| GABE HOROWITZ | |||||||||
| DIR - ECONOM | 40.00 | $138,603 | $0 | $24,003 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,908,871 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $65,948 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $190,670 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE KAMARCK | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2341 | AddressLine1 |
| City | BREWSTER | City |
| State | MA | State |
| ZIP Code | 02631 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING | ServicesDesc |
| Compensation | $120,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,532,500 | MembershipDuesAmt |
| Related Organizations | $5,735,000 | RelatedOrganizationsAmt |
| All Other Contributions | $956,500 | AllOtherContributionsAmt |
| Total Contributions | $9,224,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM EVENT REGISTRATION | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $11,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,500 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,500 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,754 | TotalRevenueColumnAmt |
| Exclusion | $72,754 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,587,001 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,590,404 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,403 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,403 | TotalRevenueColumnAmt |
| Exclusion | -$3,403 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,450 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,450 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,450 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,308,301 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,950 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $69,351 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,224,964 | TotalAmt |
| Program Services | $1,102,270 | ProgramServicesAmt |
| Management And General | $112,204 | ManagementAndGeneralAmt |
| Fundraising | $10,490 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,015,278 | TotalAmt |
| Program Services | $2,713,388 | ProgramServicesAmt |
| Management And General | $276,195 | ManagementAndGeneralAmt |
| Fundraising | $25,695 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,036 | TotalAmt |
| Program Services | $103,449 | ProgramServicesAmt |
| Management And General | $10,536 | ManagementAndGeneralAmt |
| Fundraising | $1,051 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,455 | TotalAmt |
| Program Services | $315,155 | ProgramServicesAmt |
| Management And General | $32,098 | ManagementAndGeneralAmt |
| Fundraising | $3,202 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,957 | TotalAmt |
| Program Services | $247,262 | ProgramServicesAmt |
| Management And General | $25,183 | ManagementAndGeneralAmt |
| Fundraising | $2,512 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,606 | TotalAmt |
| Management And General | $47,606 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,292 | TotalAmt |
| Management And General | $44,292 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,021 | TotalAmt |
| Fundraising | $129,021 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,580 | TotalAmt |
| Management And General | $214,580 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $689,847 | TotalAmt |
| Program Services | $668,419 | ProgramServicesAmt |
| Management And General | $16,866 | ManagementAndGeneralAmt |
| Fundraising | $4,562 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,966 | TotalAmt |
| Program Services | $217,180 | ProgramServicesAmt |
| Management And General | $18,956 | ManagementAndGeneralAmt |
| Fundraising | $4,830 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,597 | TotalAmt |
| Program Services | $95,322 | ProgramServicesAmt |
| Management And General | $8,691 | ManagementAndGeneralAmt |
| Fundraising | $2,584 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $540,341 | TotalAmt |
| Program Services | $483,651 | ProgramServicesAmt |
| Management And General | $45,844 | ManagementAndGeneralAmt |
| Fundraising | $10,846 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,478 | TotalAmt |
| Program Services | $179,714 | ProgramServicesAmt |
| Management And General | $13,554 | ManagementAndGeneralAmt |
| Fundraising | $3,210 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,542 | TotalAmt |
| Program Services | $28,542 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $557,484 | TotalAmt |
| Program Services | $550,750 | ProgramServicesAmt |
| Management And General | $6,734 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,358 | TotalAmt |
| Program Services | $133,705 | ProgramServicesAmt |
| Management And General | $12,765 | ManagementAndGeneralAmt |
| Fundraising | $2,888 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,700 | TotalAmt |
| Program Services | $12,434 | ProgramServicesAmt |
| Management And General | $1,091 | ManagementAndGeneralAmt |
| Fundraising | $175 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $21,845 | $19,747 | $1,727 | $371 |
| CHARITABLE CONTRIBUTIONS | $10,000 | $8,691 | $935 | $374 |
| MISCELLANEOUS EXPENSES | $2,670 | $2,431 | $190 | $49 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,974,017 | TotalAmt |
| Program Services | $6,882,110 | ProgramServicesAmt |
| Management And General | $890,047 | ManagementAndGeneralAmt |
| Fundraising | $201,860 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,803,158 | BOYAmt |
| EOY | $5,458,826 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,822,549 | BOYAmt |
| EOY | $6,766,382 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,358 | BOYAmt |
| EOY | $131,129 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,312 | BOYAmt |
| EOY | $155,837 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $989,338 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $460,001 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,716 | BOYAmt |
| EOY | $529,337 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,476,822 | BOYAmt |
| EOY | $10,774,439 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,606 | BOYAmt |
| EOY | $29,199 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,981,521 | BOYAmt |
| EOY | $23,845,149 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,419 | BOYAmt |
| EOY | $518,738 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,000 | BOYAmt |
| EOY | $177,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522,419 | BOYAmt |
| EOY | $696,238 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,094,060 | BOYAmt |
| EOY | $22,902,244 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,042 | BOYAmt |
| EOY | $246,667 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,459,102 | BOYAmt |
| EOY | $23,148,911 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,981,521 | BOYAmt |
| EOY | $23,845,149 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,334,284 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,355,525 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $3,178 | PoliticalExpendituresAmt |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
| Dues Assessments | $2,532,500 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $181,909 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $181,909 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $379,875 | AggregateReportedDuesNtcAmt |
| Taxable | -$197,966 | TaxableAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, 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 STAFFS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $836,550 | OtherCostOrOtherBasisAmt |
| Depreciation | $358,796 | DepreciationAmt |
| Book Value | $477,754 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $152,788 | OtherCostOrOtherBasisAmt |
| Depreciation | $101,205 | DepreciationAmt |
| Book Value | $51,583 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $529,337 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $11,449,246 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,355,525 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,355,525 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,093,721 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $214,580 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $214,580 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,308,301 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,759,437 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $7,759,437 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $214,580 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $214,580 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,974,017 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | THIRD WAY HAS ADOPTED THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AS REQUIRED BY TOPIC 740 OF THE FASB ASC. THIRD WAY 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 (2010- 2012), OR EXPECTED TO BE TAKEN IN ITS 2013 TAX RETURN. THIRD WAY 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $7,957,000 |
| EUROPE | INVESTMENTS | $286,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $8,243,000 | SubtotalSpentAmt |
| Total Spent | $8,243,000 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PAGE 1, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN 0 7,957,000 EUROPE 0 286,000 | ExplanationTxt |
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 (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| PEARSON & ASSOCIATES | ||||||||
| 900 19TH ST NW STE 800 | WASHINGTON | DC | 20006 | FUND CNSLT | false | $60,000 | $60,000 | |
| PECK MADIGAN JONES & STEWART | ||||||||
| 1300 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | FUND CNSLT | false | $95,052 | $43,012 | $52,040 |
| HOLLY PAGE HOSCHEIT | ||||||||
| 7908 RVR FLS DR | POTOMAC | MD | 20854 | FUND CNSLT | false | $60,000 | $15,000 | $45,000 |
| WM ANDRESEN | ||||||||
| 4435 TUSCANY CT | WOODBRIDGE | VA | 22192 | FUND CNSLT | false | $30,000 | $6,000 | $24,000 |
| BLOOM STRATEGIC CONSULTING | ||||||||
| 4925 GREENVILLE AVE STE 100 | DALLAS | TX | 75206 | FUND CNSLT | false | $5,000 | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $250,052 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $129,012 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $121,040 | TotalNetToOrganizationAmt |
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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|
| JONATHAN COWAN | ||||||||
| PRESIDENT | $294,805 | $23,840 | $950 | $10,200 | $2,868 | $4,840 | $308,823 | $28,680 |
| NANCY HALE | ||||||||
| SVP AND TREASURER | $277,952 | $14,291 | $2,376 | $10,200 | $4,808 | $2,901 | $295,336 | $17,192 |
| MATTHEW BENNETT | ||||||||
| SVP AND SECRETARY | $275,355 | $14,252 | $950 | $10,200 | $16,007 | $2,893 | $302,512 | $17,145 |
| JAMES KESSLER | ||||||||
| SVP OF POLICY | $288,766 | $429 | $10,200 | $18,900 | $318,295 | |||
| SEAN GIBBONS | ||||||||
| DIR - COMMUNICATIONS | $186,423 | $351 | $7,471 | $18,683 | $212,928 | |||
| JOSHUA FREED | ||||||||
| VP FOR CLEAN ENERGY | $164,620 | $6,585 | $18,472 | $189,677 | ||||
| MIEKE EOYANG | ||||||||
| DIR - NAT SEC PROG | $150,396 | $300 | $6,028 | $7,385 | $164,109 | |||
| GABE HOROWITZ | ||||||||
| DIR - ECONOMIC PROG | $138,603 | $5,544 | $18,459 | $162,606 | ||||
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | 2.TRADE: PRODUCED A SERIES OF REPORTS THAT ANALYZED AMERICAN EXPORT TRENDS IN ASIAN MARKETS, MARKET INTEGRATION AMONG NORTH AMERICAN COUNTRIES, OPPORTUNITIES FOR US EXPORTS IN EU MARKETS, AND THE POLICY MECHANISM TO IMPLEMENT TRADE DEALS. 3.SOCIAL SECURITY: RELEASED AN ORIGINAL PROPOSAL TO REFORM SOCIAL SECURITY THROUGH CREATION OF A NATIONAL COMMISSION. 4.ECONOMIC GROWTH: PRODUCED A SERIES OF MEMOS ANALYZING GROWTH INDICATORS AND IMPLICATIONS FOR U.S. GROWTH AS A RESULT OF A POTENTIAL BREACH OF THE NATION'S DEBT LIMIT. |
| FORM 990, PAGE 2, PART III, LINE 4B | BETWEEN STRANGERS IS SO DANGEROUS IN THE INTERNET AGE. 3.IMMIGRATION: CREATED AN INFOGRAPHIC ENTITLED "TURNING GREEN CARDS INTO GROWTH" TO EMPHASIZE THE ECONOMIC NEED FOR IMMIGRATION REFORM AND EXPLAIN HOW THE FUTURE FLOW OF IMMIGRATION WOULD CHANGE UNDER A COMPREHENSIVE REFORM BILL. 4.MODERATE POLITICS: RELEASED 2 MAJOR REPORTS WHICH DISASSEMBLED THE ASSUMPTIONS UNDERLYING THE IDEA THAT "DEMOGRAPHY EQUALS DESTINY" FOR THE POLITICAL PARTIES AND SHOWED THAT WHILE THE DEMOGRAPHIC MAKEUP OF THE COUNTRY IS INDEED SHIFTING, THE THREE GROWING GROUPS-HISPANIC, ASIAN, AND MILLENNIAL VOTERS-ARE NOT PREDOMINANTLY LIBERAL, THEIR IDEOLOGY IS NOT STABLE, AND THEY DON'T DISPLAY DEEP LOYALTY TO THE DEMOCRATIC BRAND. |
| FORM 990, PAGE 2, PART III, LINE 4C | TRADE'S FAILURE. 3.RENEWABLE FUELS: RELEASED A MEMO, AND GLOSSARY OF KEY TERMS, THAT PROVIDED BASIC INFORMATION ON BIOFUELS AND US RENEWABLE FUEL POLICY AND EXPLAINED HOW THE ENVIRONMENTAL PROTECTION AGENCY'S PROPOSED CHANGES TO THE FEDERAL RULES ON RENEWABLE FUELS WOULD IMPACT THE DEVELOPMENT AND ECONOMICS OF ADVANCED BIOFUELS. |
| FORM 990, PAGE 2, PART III, LINE 4D | OTHER PROGRAM SERVICES NATIONAL SECURITY PROGRAM IN 2013, THE NATIONAL SECURITY PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING: 1.IRAN: RELEASED A MEMO EXPLAINING THE BENEFITS AND DRAWBACKS OF THE INTERIM NUCLEAR AGREEMENT THAT WOULD LIMIT IRAN'S NUCLEAR WEAPONS PRODUCTION CAPABILITY. 2.DEFENSE BUDGET: RELEASED A MEMO ANALYZING THE ADMINISTRATION'S 2014 DEFENSE BUDGET REQUEST; RELEASED MEMOS ON REDUCING THE BUREAUCRATIC BLOAT AT THE PENTAGON AND ALSO CURBING COSTS OF THE F-35. 3.DIPLOMATIC SECURITY: REVIEWED GOVERNMENT REPORTS ON THE ATTACKS ON US DIPLOMATIC FACILITIES AT BENGHAZI, LIBYA, AND MADE RECOMMENDATIONS FOR SECURITY IMPROVEMENTS. 4.SYRIA: RELEASED A SERIES OF MEMOS ON SYRIA'S CHEMICAL WEAPONS USAGE AND THE BENEFITS OF THE AGREEMENT TO DESTROY THEIR CHEMICAL WEAPONS STOCKPILES. |
| FORM 990, PART VI | SECTION A, LINE 2: BUSINESS RELATIONSHIPS - TRUSTEE AND OFFICER JONATHAN COWAN SERVES AS A DIRECTOR AND OFFICER OF THIRD WAY INSTITUTE. TRUSTEES DAVID HELLER, HOWARD ROSSMAN, AND THURGOOD MARSHALL, JR. SERVES AS A DIRECTOR OF THIRD WAY INSTITUTE. OFFICER MATTHEW BENNETT SERVES AS AN OFFICER OF THIRD WAY INSTITUTE. |
| FORM 990, PAGE 6, PART VI, LINE 2 | JOHN DYSON ROBERT DYSON TRUSTEE TRUSTEE BROTHERS BARBARA MANFREY VOGELSTEIN JOHN VOGELSTEIN TRUSTEE CHAIR MARRIED |
| FORM 990, PAGE 6, PART VI, LINE 11B | FIRST, THE PRESIDENT, TREASURER AND FINANCIAL CONTROLLER CONDUCTED AN IN-DEPTH REVIEW OF AN ELECTRONIC VERSION OF THE DRAFT FORM 990 AS PREPARED BY THE ACCOUNTANTS. A SECOND DRAFT FORM 990 IS THEN REVIEWED BY LEGAL COUNSEL. AFTER INCORPORATING ADDITIONAL CHANGES, A FINAL VERSION OF THE FORM 990 IS SENT TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING THE TAX RETURN WITH THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION REMINDS STAFF OF THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. THE POLICY PRECLUDES OFFICERS AND EMPLOYEES FROM MAKING ANY DECISIONS FROM WHICH THEY WILL BENEFIT FINANCIALLY. THE POLICY ALSO REQUIRES THAT ANY POTENTIAL CONFLICT OF INTEREST BE DISCLOSED. THE POLICY IS REVIEWED PERIODICALLY BY THE PRESIDENT AND BOARD. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED AND DETERMINATIONS ARE MADE ON A CASE-BY-CASE BASIS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE COMPENSATION COMMITTEE CONDUCTED A REVIEW OF CEO SALARIES FOR COMPARABLY SIZED ORGANIZATIONS TO DETERMINE A REASONABLE COMPENSATION PACKAGE. THE SALARY REVIEW INCLUDED, CONDUCTING A COMPENSATION SURVEY AND EVALUATING FORM 990 OF OTHER ORGANIZATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE COMPENSATION COMMITTEE CONDUCTED A REVIEW OF CORPORATE OFFICERS'SALARIES FOR COMPARABLY SIZED ORGANIZATIONS TO DETERMINE A REASONABLE COMPENSATION PACKAGE. THE SALARY REVIEW INCLUDED, CONDUCTING A COMPENSATION SURVEY AND EVALUATING FORM 990 OF OTHER ORGANIZATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PAGE 12, PART XII, LINE 2C | THERE HAVE BEEN NO CHANGES DURING THE YEAR IN THE PROCESS FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. |
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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVE NW STE 501 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260535276 | EIN |
| Primary Activities | SEEPARTVII | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD WAY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THIRD WAY INSTITUTE | ||
| C | $5,735,000 | CASH |
| THIRD WAY INSTITUTE | ||
| L | $1,594 | COST OF SALARY & BENEFITS |
| THIRD WAY INSTITUTE | ||
| O | $101,383 | COST OF SALARY & BENEFITS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R | FormAndLineReferenceDesc |
| Explanation | PART II, COLUMN (B): PRIMARY ACTIVITY: FUND EDUCATIONAL ACTIVITIES FOCUSED ON MODERATE POLICY SOLUTIONS. | ExplanationTxt |
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