2014-05-14T15:03:33-05:00 2013-12-31 MCQUADE BRENNAN LLP 1730 RHODE ISLAND AVE NW STE 800 WASHINGTON DC 200363114 990 2013-01-01 260535276 THIRD WAY INSTITUTE THIR 2023841700 1025 CONNECTICUT AVENUE NW ROOM/SUITE 501 WASHINGTON DC 200365422 JONATHAN COWAN PRESIDENT 2023841700 2014-05-07 true BRIAN D MCQUADE P01340629 2022963306 2014-05-14 2013 2015-11-30 17:44:51Z JONATHAN COWAN 1025 CONNECTICUT AVENUE NW 501 WASHINGTON DC 20036 6846509 false X N/A X 2006 DE THIRD WAY INSTITUTE SUPPORTS CHARITABLE AND EDUCATIONAL ACTIVITIES THAT ADVANCE MODERATE SOLUTIONS TO MAJOR ECONOMIC, NATIONAL SECURITY, ENERGY, AND SOCIAL POLICY ISSUES. 7 5 0 5 0 5468852 6845064 0 2083 -4297 0 5470935 6840767 5485000 5735000 0 151188 102975 0 28627 38964 33049 5675152 5871024 -204217 969743 359125 1325801 81508 78441 277617 1247360 X THIRD WAY INSTITUTE SUPPORTS CHARITABLE AND EDUCATIONAL ACTIVITIES THAT ADVANCE MODERATE SOLUTIONS TO MAJOR ECONOMIC, NATIONAL SECURITY, ENERGY, AND SOCIAL POLICY ISSUES. false false 5735000 5735000 AWARDED GRANTS ADDRESSING ECONOMIC, NATIONAL SECURITY, ENERGY AND SOCIAL POLICY ISSUES AND PROVIDED INSIGHT INTO THE BELIEFS AND POLICY PREFERENCES OF SELF-IDENTIFIED MODERATES. IN 2013, THIRD WAY INSTITUTE MADE GRANTS TO SUPPORT THE DEVELOPMENT OF EDUCATIONAL MATERIALS AND EVENTS ON THE POLICY CHALLENGES FACED BY AMERICA. THE MATERIALS AND EVENTS FOCUSED ON A WIDE VARIETY OF POLICY ISSUES. THIS YEAR'S ACCOMPLISHMENTS INCLUDE: 1.ON HEALTHCARE - 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.ON 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.ON SYRIA - RELEASED A SERIES OF MEMOS ON SYRIA'S CHEMICAL WEAPONS USAGE AND THE BENEFITS OF THE AGREEMENT TO DESTROY THEIR CHEMICAL WEAPONS STOCKPILES. 5.ON THE 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. 4.ON CLEAN ENERGY - 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. 5.ON 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. 5735000 true true false true false false false false false false false false false false false true false true false false false false false false false false false true false true false false false false false false false false true false false false false true false true false true X 0 0 0 false false false false false false false false false false X 7 5 false false false false false false false true true false false true true true true true true true true false X THE ORGANIZATION 2023841700 1025 CONNECTICUT AVE NW NO501 WASHINGTON DC 20036 JONATHAN COWAN PRESIDENT 4.00 42.00 X X 23840 295755 17909 NANCY HALE TREASURER 2.00 40.00 X X 14291 280328 17909 JACQUIE LAWING EBERT DIRECTOR 2.00 X 0 0 0 DAVID HELLER DIRECTOR 2.00 2.00 X 0 0 0 ROGAN KERSH DIRECTOR 2.00 X 0 0 0 THURGOOD MARSHALL JR DIRECTOR 2.00 2.00 X 0 0 0 HOWARD ROSSMAN DIRECTOR 2.00 2.00 X 0 0 0 MATTHEW BENNETT SECRETARY 2.00 40.00 X 14252 276305 29100 BRENDA BETHEA DIR-ADMINIST 2.00 40.00 X 13565 126595 8026 65948 978983 72944 false true false 6845064 1247754 6845064 1445 1445 5742 -5742 -5742 -5742 6840767 -4297 5735000 5735000 52383 40960 11423 33223 25978 7245 17369 13547 3822 4855 3824 1031 3000 3000 5151 4082 1069 14409 11411 2998 OTHER EXPENSES 4970 3931 1039 FILING FEES 664 664 5871024 5735000 107397 28627 11026 10567 297780 1315120 50000 319 114 359125 1325801 81508 78441 81508 78441 X 277617 1247360 277617 1247360 359125 1325801 969743 X X false true X true false X 82575 3487217 5495017 5468852 6845064 21378725 82575 3487217 5495017 5468852 6845064 21378725 6138020 15240705 1445 2327 1977 2083 1445 9277 21388002 0.71260 0.65980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5871024 5871024 443551 110888 301228 428115 433758 443551 1606652 2409978 75307 107029 108440 110888 401664 602496 6840767 6840767 6840767 5871024 5871024 5871024 SCHEDULE D, PAGE 3, PART X THIRD WAY INSTITUTE HAS ADOPTED THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AS REQUIRED BY THE INCOME TAXES TOPIC OF THE FASB ASC. THIRD WAY INSTITUTE HAS ANALYZED THEIR TAX POSITIONS, AND HAVE 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 INSTITUTE 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. true THIRD WAY 1025 CONNECTICUT AVE NW SUITE 501 WASHINGTON DC 20036 201734070 501C4 5735000 SUPPORT CHARITABLE SCHEDULE I, PAGE 1, PART I, LINE 2 ALL GRANTS, SUCH AS THOSE MADE BY THIRD WAY INSTITUTE TO THIRD WAY (GRANT RECIPIENT) IN 2013 MUST COMPLY WITH THE FOLLOWING RESTRICTIONS: (A) THE GRANT RECIPIENT CAN ONLY USE THE GRANT FUNDS FOR CHARITABLE AND EDUCATIONAL ACTIVITIES, AS DEFINED IN SECION 501(C)(3) OF THE CODE. NO FUNDS MAY BE USED FOR ANY OTHER PURPOSE. (B) GRANT FUNDS SHALL NOT BE USED FOR ANY ACTIVITY CONSIDERED TO BE LOBBYING UNDER SECTION 4911 AND 501(H) OF THE CODE. (C) GRANT FUNDS SHALL NOT BE USED TO SUPPORT OR OPPOSE ANY CANDIDATE SEEKING ELECTION TO PUBLIC OFFICE, OR PROVIDE A BENEFIT TO ANY POLITICAL PARTY OR CANDIDATE. (D) IN ADDITION, THE GRANT RECIPIENT MUST PROVIDE THIRD WAY INSTITUTE WITH DETAILED SEMI-ANNUAL REPORTS ON HOW THE GRANT FUNDS WERE USED, DEMONSTRATING THAT THE FUNDS WERE ONLY USED FOR THE CHARITABLE AND EDUCATIONAL PURPOSES APPROVED IN THE ORIGINAL GRANT PROPOSALS. SCHEDULE I, PAGE 4, PART IV PART II, LINE 1, COLUMN (H): NAME OF ORGANIZATION: THIRD WAY (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES RELATED TO ECONOMIC, NATIONAL SECURITY , ENERGY, AND SOCIAL POLICY ISSUES AND PROVIDE INSIGHT INTO THE BELIEFS AND POLICY PREFERENCES OF SELF-IDENTIFIED MODERATES. X X false false false false false false false false false JONATHAN COWAN PRESIDENT 23840 294805 950 10200 4840 2869 28680 308824 NANCY HALE TREASURER 14291 277952 2376 10200 2901 4808 17192 295336 MATTHEW BENNETT SECRETARY 14252 275355 950 10200 2893 16007 17145 302512 SCHEDULE J, PART III PART I, LINE 3 - THE COMPENSATION COMMITTEE OF THIRD WAY, A RELATED ORGANIZATION, 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 FORMS 990 OF OTHER ORGANIZATIONS. X 8 1247754 FMV false false false FORM 990, PAGE 2, PART III, LINE 4A ACT. 2.ON 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.ON SYRIA - RELEASED A SERIES OF MEMOS ON SYRIA'S CHEMICAL WEAPONS USAGE AND THE BENEFITS OF THE AGREEMENT TO DESTROY THEIR CHEMICAL WEAPONS STOCKPILES. 5.ON THE 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. 4.ON CLEAN ENERGY - 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. 5.ON 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. FORM 990, PART V LINE 2A NUMBER OF EMPLOYEES FORM W-3 - THIRD WAY INSTITUTE'S MANAGEMENT'S PERSONNEL SERVICES ARE PAID BY THIRD WAY. FORM 990, PART VI SECTION A, LINE 2: BUSINESS RELATIONSHIPS: OFFICER AND DIRECTOR JONATHAN COWAN SERVES AS TRUSTEE AND OFFICER OF THIRD WAY. OFFICER AND DIRECTOR NANCY HALE SERVES AS AN OFFICER OF THIRD WAY. DIRECTORS DAVID HELLER, HOWARD ROSSMAN, AND THURGOOD MARSHALL, JR. SERVE AS TRUSTEES OF THIRD WAY. OFFICER MATTEW BENNETT SERVES AS AN OFFICER OF THIRD WAY. 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 CPAS. A SECOND DRAFT FORM 990 WAS THEN REVIEWED BY THE LEGAL COUNSEL. AFTER INCORPORATING ADDITIONAL CHANGES, THE FINAL VERSION OF THE FORM 990 WAS SENT VIA EMAIL TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING THE TAX RETURN WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS FURNISHED ANNUALLY TO SENIOR STAFF AND DIRECTORS AND NEW INDIVIDUALS ARE PROVIDED WITH A COPY OF THIS POLICY UPON JOINING THE BOARD OF DIRECTORS OR SENIOR STAFF. ALL DIRECTORS SIGN ANNUAL DISCLOSURE STATEMENTS ACKNOWLEDGING THEIR UNDERSTANDING OF THE POLICY AND DISCLOSING IF THEY HAVE ANY BUSINESS OR PERSONAL RELATIONSHIPS THAT WOULD CREATE A CONFLICT OF INTEREST WITH THIRD WAY INSTITUTE. 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. THIRD WAY 1025 CONNECTICUT AVE NW STE 501 WASHINGTON DC 200365422 201734070 SEEPARTVII DC 501C4 N/A false false true false false false false false false false false false false true true true true false false false THIRD WAY B 5735000 CASH THIRD WAY L 1594 CASH THIRD WAY M 29150 CASH THIRD WAY N 102975 CASH SCHEDULE R SCHEDULE R, PART II, SECTION B: PRIMARY ACTIVITY: DEVELOPING AND ADVANCING A MODERATE POLICY AGENDA.