THIRD WAY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THIRD WAY (EIN 20-1734070)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-08
- IRS object ID
- 201302819349300310
- Schema version
- 2012v2.3
- 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) |
|---|---|---|
| Timestamp | 2013-10-08T09:42:24-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCQUADE BRENNAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201734070 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD WAY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THIR | NameControl |
| Phone | 2023841700 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JONATHAN COWAN | Name |
| Title | PRESIDENT | Title |
| Phone | 2023841700 | Phone |
| Date Signed | 2013-08-23 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HEATHER JONES | Name |
| Phone | 2022963306 | Phone |
| Date Prepared | 2013-10-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JONATHAN COWAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 9418138 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.THIRDWAY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | TO RESEARCH AND DEVELOP CENTRIST POLICY IDEAS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 69 | TotalNbrEmployees |
| Total Nbr Volunteers | 29 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 8862201 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9219000 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 175732 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9550 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 61827 | InvestmentIncomePriorYear |
| Investment Income Current Year | 94574 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9099760 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9323124 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4140344 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4358112 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 80398 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 139137 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 258738 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2140841 | OtherExpensePriorYear |
| Other Expenses Current Year | 2670766 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6361583 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7168015 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2738177 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2155109 | RevenuesLessExpensesCY |
| Total Assets BOY | 17223875 | TotalAssetsBOY |
| Total Assets EOY | 19981521 | TotalAssetsEOY |
| Total Liabilities BOY | 574471 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 522419 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16649404 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19459102 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO RESEARCH AND DEVELOP CENTRIST POLICY IDEAS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2553773 | Expense |
| Revenue | 9550 | Revenue |
| Description | ECONOMIC 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 2012, THE ECONOMIC PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING: 1.ENTITLEMENT REFORM: RELEASED A SERIES OF MEMOS AND REPORTS EXPLAINING WHY SOCIAL SECURITY AND MEDICARE NEED TO FIXED IN ORDER TO ENSURE FUTURE SOLVENCY AS WELL AS OUTLINING SPECIFIC WAYS THEY CAN BE STRENGTHENED. 2.FEDERAL BUDGET: PRODUCED A REPORT ON HOW FUTURE BUDGET TRENDS WILL IMPACT PUBLIC INVESTMENT SPENDING AS WELL AS A POLICY MEMO OUTLINING WAYS TO REFORM THE DEBT LIMIT PROCEDURE. 3.TRADE AND THE ECONOMY: PRODUCED A SERIES OF REPORTS THAT EXPLAINED THE OPPORTUNITY AROUND ASIAN MARKETS AND HOW TRADE CAN BE A POWERFUL ENGINE FOR MIDDLE CLASS PROSPERITY AND U.S. ECONOMIC GROWTH. 4.ECONOMIC GROWTH AND JOBS: PRODUCED A REPORT THAT EXPLAINED KEY CORPORATE TAX REFORM POLICIES AND THEIR IMPACT ON U.S. ECONOMIC GROWTH. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1224839 | Expense |
| Description | SOCIAL POLICY AND POLITICS PROGRAM IN 2012, THE SOCIAL POLICY & POLITICS PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING: 1.GAY EQUALITY: RELEASED A REPORT OUTLINING THE BIG SHIFT OUR COUNTRY HAS UNDERGONE IN ITS VIEWS ON MARRIAGE FOR GAY COUPLES, ANALYZING NATIONAL SURVEYS CONDUCTED BETWEEN 2004 AND 2011 TO DIG UNDERNEATH THE TOPLINE NUMBERS AND GAIN INSIGHTS ABOUT HOW DIFFERENT GROUPS ARE EVOLVING ON THE ISSUE. 2.IMMIGRATION: DRAFTED AND RELEASED A MEMO OFFERING A COMPROMISE SOLUTION ON IMMIGRATION REFORM THAT IS CONSISTENT WITH THE AMERICAN VALUES OF HOLDING CHILDREN BLAMELESS AND HOLDING ADULTS RESPONSIBLE, BY GRANTING A QUICK PATH TO CITIZENSHIP FOR IMMIGRANTS WHO WERE BROUGHT HERE ILLEGALLY AS CHILDREN AND REQUIRING THOSE WHO CAME AS ADULTS TO GO THROUGH A MORE ARDUOUS PROCESS TO GAIN LEGAL STATUS. 3.MODERATES: CONDUCTED PUBLIC OPINION RESEARCH TO GAIN INSIGHT AND UNDERSTANDING OF THE VIEWS OF AMERICANS IN THE MIDDLE ON SOCIAL SECURITY AND MEDICARE AND RELEASED AN ANALYSIS SHOWING WHAT AMERICANS WANT FIXED. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1399646 | Expense |
| Description | CLEAN ENERGY PROGRAM IN 2012, THE CLEAN ENERGY PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING: 1. MASTER LIMITED PARTNERSHIPS: CONDUCTED A SERIES OF BRIEFINGS AND DEVELOPED PAPERS TO EDUCATE THE PUBLIC ON THE NEED TO OPEN THE MASTER LIMITED PARTNERSHIP INVESTMENT MECHANISM TO CLEAN ENERGY PROJECTS SO THEY COULD GET ACCESS TO CHEAPER PRIVATE CAPITAL. 2. AMERICAN CLEAN ENERGY COMPETITIVENESS: RELEASED A PAPER ANALYZING THE IMPORTANCE OF DISRUPTIVE TECHNOLOGIES TO ECONOMIC GROWTH AND WARNING THAT AMERICA NEEDED TO CREATE MORE OPPORTUNITIES FOR CLEAN ENERGY TECHNOLOGIES OR WE RISKED STIFLING THE COUNTRY'S ABILITY TO COMPETE IN THE GLOBAL ECONOMY. 3. KEEPING NATURAL GAS AFFORDABLE: DEVELOPED AND RELEASED AN ORIGINAL- RESEARCH PAPER THAT EXAMINED PRICE FLUCTUATIONS IN THE NATURAL GAS SECTOR OVER THE PAST TEN YEARS AND PROPOSED SEVERAL STEPS THE FEDERAL GOVERNMENT COULD TAKE TO HELP ENSURE GAS PRICES DID NOT SPIKE TOO RAPIDLY IN CASE DEMAND BEGAN TO OUTSTRIP SUPPLY. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1026506 | Expense |
| Description | OTHER PROGRAM SERVICES IN 2012, THE NATIONAL SECURITY PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING: 1. IRAN: PUBLISHED A MEMO EXPLAINING WHY IMMEDIATE MILITARY STRIKES WOULD NOT STOP IRAN'S NUCLEAR WEAPONS PROGRAM, AND COULD PROVOKE A BROADER CONFLICT. 2. CHINA: PUBLISHED A MEMO EXPLAINING THE CHINESE LEADERSHIP TRANSITION AND WHAT IT MEANS FOR U.S. - CHINA RELATIONS. 3. DOD HEALTH CARE: RELEASED A PAPER EXPLAINING HOW DOD'S RISING HEALTH CARE COSTS SQUEEZE OUT OTHER PRIORITIES IN THE DOD BUDGET, AND MADE RECOMMENDATIONS FOR REFORM. 4. DOD FUEL EFFICIENCY: RELEASED A PAPER, JOINTLY WITH THE ENERGY PROGRAM, EXPLAINING HOW DOD'S RISING FUEL COSTS IMPACT THE NATIONAL BUDGET AND HOW FUEL EFFICIENCY EFFORTS CAN BOTH IMPROVE MILITARY EFFECTIVENESS AND LOWER COSTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1026506 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 6204764 | TotalProgramServiceExpense |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | true | PoliticalActivities |
| Subject To Proxy Tax | true | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 63 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 69 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | false | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THE ORGANIZATION | NamePerson |
| Telephone Number | 2023841700 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (40 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| JONATHAN COWAN | |||||||||
| PRESIDENT | 42.00 | 4.00 | X | X | 212801 | 11210 | 15681 | ||
| ANDREW FELDSTEIN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| GEORGETTE BENNETT | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| WILLIAM D BUDINGER | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| DAVID COULTER | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| LEWIS B CULLMAN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| WILLIAM DALEY | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| PETER B LEWIS | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| JOHN DYSON | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| ROBERT R DYSON | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| BRIAN FRANK | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| MICHAEL GOLDBERG | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| DAVID HELLER | |||||||||
| VICE CHAIR | 2.00 | 2.00 | X | 0 | 0 | 0 | |||
| PETER JOSEPH | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| DEREK KAUFMAN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| KIRK RADKE | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| DEREK KIRKLAND | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| RONALD A KLAIN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| DANIEL S LOEB | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| THURGOOD MARSHALL JR | |||||||||
| TRUSTEE | 2.00 | 2.00 | X | 0 | 0 | 0 | |||
| SUSAN MCCUE | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| HERBERT S MILLER | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| MICHAEL E NOVOGRATZ | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| ANDREW PARMENTIER | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| DAVID N ROBERTS | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| HOWARD ROSSMAN | |||||||||
| TRUSTEE | 2.00 | 2.00 | X | 0 | 0 | 0 | |||
| BERNARD L SCHWARTZ | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| TIM SWEENEY | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| TED J TRIMPA | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| BARBARA MANFREY VOGELSTEIN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| JOHN VOGELSTEIN | |||||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | ||||
| JOSEPH ZIMLICH | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| NANCY HALE | |||||||||
| SVP & TREASU | 40.00 | 2.00 | X | 213042 | 11210 | 15694 | |||
| MATTHEW BENNETT | |||||||||
| SVP & SECRET | 40.00 | 2.00 | X | 208997 | 10022 | 25234 | |||
| JAMES KESSLER | |||||||||
| SVP FOR POLI | 40.00 | 219528 | 0 | 25236 | X | ||||
| CHAD FITZGERALD | |||||||||
| DIRECTOR, EX | 20.00 | 22.00 | 103295 | 113624 | 14017 | X | |||
| SEAN GIBBONS | |||||||||
| DIRECTOR, CO | 40.00 | 166322 | 0 | 22683 | X | ||||
| ROBERT KEAST | |||||||||
| VP FOR OUTRE | 40.00 | 145075 | 0 | 12180 | X | ||||
| JOSHUA FREED | |||||||||
| VP FOR CLEAN | 40.00 | 140083 | 0 | 21533 | X | ||||
| BRENDA BETHEA | |||||||||
| DIRECTOR,ADM | 40.00 | 2.00 | 113338 | 11291 | 7264 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1522481 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 157357 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 159522 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ELAINE KAMARCK | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| 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) |
|---|---|---|
| Description Of Services | CONSULTING | DescriptionOfServices |
| Compensation | 123117 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Membership Dues | 3105500 | MembershipDues |
| Related Organizations | 5485000 | RelatedOrganizations |
| All Other Contributions | 628500 | AllOtherContributions |
| Total Contributions | 9219000 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| SPEAKERS HONORARIA | 5000 | 5000 |
| MISCELLANEOUS INCOME | 4050 | 4050 |
| MEETING REG. FEES | 500 | 500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9550 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 83213 | TotalRevenueColumn |
| Exclusion | $83,213 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 106375 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 95014 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11361 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11361 | TotalRevenueColumn |
| Exclusion | $11,361 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9323124 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9550 | RelatedOrExemptFunctionIncome |
| Exclusion | $94,574 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 973311 | Total |
| Program Services | 771875 | ProgramServices |
| Management And General | 193367 | ManagementAndGeneral |
| Fundraising | 8069 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2631698 | Total |
| Program Services | 2458581 | ProgramServices |
| Management And General | 119778 | ManagementAndGeneral |
| Fundraising | 53339 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144187 | Total |
| Program Services | 129117 | ProgramServices |
| Management And General | 12616 | ManagementAndGeneral |
| Fundraising | 2454 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 355503 | Total |
| Program Services | 318347 | ProgramServices |
| Management And General | 31105 | ManagementAndGeneral |
| Fundraising | 6051 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253413 | Total |
| Program Services | 226926 | ProgramServices |
| Management And General | 22173 | ManagementAndGeneral |
| Fundraising | 4314 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78402 | Total |
| Management And General | 78402 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64966 | Total |
| Management And General | 64966 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139137 | Total |
| Fundraising | 139137 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67251 | Total |
| Management And General | 67251 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 728750 | Total |
| Program Services | 726250 | ProgramServices |
| Management And General | 2500 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49703 | Total |
| Program Services | 45055 | ProgramServices |
| Management And General | 3249 | ManagementAndGeneral |
| Fundraising | 1399 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229809 | Total |
| Program Services | 204720 | ProgramServices |
| Management And General | 16426 | ManagementAndGeneral |
| Fundraising | 8663 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61265 | Total |
| Program Services | 54321 | ProgramServices |
| Management And General | 4781 | ManagementAndGeneral |
| Fundraising | 2163 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 464736 | Total |
| Program Services | 411912 | ProgramServices |
| Management And General | 34461 | ManagementAndGeneral |
| Fundraising | 18363 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195791 | Total |
| Program Services | 169933 | ProgramServices |
| Management And General | 18316 | ManagementAndGeneral |
| Fundraising | 7542 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19651 | Total |
| Program Services | 19651 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 525601 | Total |
| Program Services | 504308 | ProgramServices |
| Management And General | 21293 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 879 | Total |
| Program Services | 789 | ProgramServices |
| Management And General | 62 | ManagementAndGeneral |
| Fundraising | 28 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158951 | Total |
| Program Services | 140715 | ProgramServices |
| Management And General | 11965 | ManagementAndGeneral |
| Fundraising | 6271 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13665 | Total |
| Program Services | 12149 | ProgramServices |
| Management And General | 999 | ManagementAndGeneral |
| Fundraising | 517 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSES | 7664 | 6821 | 574 | 269 |
| CHARITABLE CONTRIBUTIONS | 2600 | 2305 | 182 | 113 |
| REPAIRS AND MAINTENANCE | 1082 | 989 | 47 | 46 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7168015 | Total |
| Program Services | 6204764 | ProgramServices |
| Management And General | 704513 | ManagementAndGeneral |
| Fundraising | 258738 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3585687 | BOY |
| EOY | 3803158 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11863730 | BOY |
| EOY | 6822549 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291733 | BOY |
| EOY | 312358 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126561 | BOY |
| EOY | 235312 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 895384 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 584668 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 433424 | BOY |
| EOY | 310716 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 902132 | BOY |
| EOY | 8476822 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20608 | BOY |
| EOY | 20606 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17223875 | BOY |
| EOY | 19981521 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 271971 | BOY |
| EOY | 327419 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 302500 | BOY |
| EOY | 195000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 574471 | BOY |
| EOY | 522419 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15982447 | BOY |
| EOY | 19094060 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 666957 | BOY |
| EOY | 365042 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16649404 | BOY |
| EOY | 19459102 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17223875 | BOY |
| EOY | 19981521 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2155109 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 654589 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 7378 | PoliticalExpenditures |
| Amt Expended For527 Activities | 5235 | AmtExpendedFor527Activities |
| Total Exmpt Function Expenditures | 5235 | TotalExmptFunctionExpenditures |
| Form1120 Pol Filed | true | Form1120PolFiled |
| Substantially All Dues Nondeduct | false | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | false | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | false | AgreeToCarryoverPriorYear |
| Dues Assessments | 3734000 | DuesAssessments |
| Non Ded Lobby Political Current | 118150 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Total | 118150 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 560100 | AggrAmtReportedInDuesNotices |
| Taxable | -$441,950 | TaxableAmount |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | SCHEDULE C, PART I-A, LINE 1 | ReturnReference |
| Explanation | THE ORGANIZATION SHARES ITS POLICY IDEAS AND ANALYSES AS BROADLY AS POSSIBLE, INCLUDING, IN SOME INSTANCES, TO CANDIDATES AND THEIR STAFFS. | Explanation |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 766913 | OtherCostOrOtherBasis |
| Depreciation | 517642 | Depreciation |
| Book Value | 249271 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 128471 | OtherCostOrOtherBasis |
| Depreciation | 67026 | Depreciation |
| Book Value | 61445 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 310716 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 9910462 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 654589 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 654589 | RevenueNotRptdF990 |
| Revenue Subtotal | 9255873 | RevenueSubtotal |
| Investment Expenses Not Included | 67251 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 67251 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9323124 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7100764 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 7100764 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 67251 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 67251 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7168015 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LIABILITY UNDER FIN 48 FOOTNOTE | Identifier |
| Return Reference | SCHEDULE D, PAGE 3, PART X | ReturnReference |
| 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 (2009- 2011), OR EXPECTED TO BE TAKEN IN ITS 2012 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. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted |
|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS |
| EUROPE | INVESTMENTS |
| NORTH AMERICA | INVESTMENTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 6660000 | SubtotalAmountSpent |
| Total Amount Spent | 6660000 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ACTIVITIES PER REGION | Identifier |
| Return Reference | SCHEDULE F, PAGE 1, PART I, LINE 3 | ReturnReference |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN 0 6,400,000 EUROPE 0 102,000 NORTH AMERICA 0 158,000 | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| PEARSON & ASSOCIATES | ||||||||
| 900 19TH ST NW STE 800 | WASHINGTON | DC | 20006 | FUNDRAISIN | false | 70000 | 45000 | 25000 |
| CHAD FITZGERALD | ||||||||
| 328 W 11TH ST | NEW YORK | NY | 10014 | FUNDRAISIN | false | 25000 | 25000 | |
| HIRSCHBERG STRATEGIES | ||||||||
| 1010 VERMONT AVENUE NW STE 814 | WASHINGTON | DC | 20005 | FUNDRAISIN | false | 20178 | -20178 | |
| HOLLY P HOSCHEIT | ||||||||
| 7908 RVR FLS DR | POTOMAC | MD | 20854 | FUNDRAISIN | false | 15000 | -15000 | |
| PECKMADIGANJONES&STEWART | ||||||||
| 1300CONNAVNW | WASH | DC | 20036 | FUNDRAISIN | false | 502500 | 14009 | 488491 |
| DARA FREED | ||||||||
| 383 GRAND ST | NEW YORK | NY | 10002 | FUNDRAISIN | false | 100000 | 9000 | 91000 |
| WM ANDRESEN | ||||||||
| 4435 TUSCANY CT | WOODBRIDGE | VA | 22192 | FUNDRAISIN | false | 50000 | 7500 | 42500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 747500 | TotalGrossReceipts |
| Total Retained By Contractors | 135687 | TotalRetainedByContractors |
| Total Net To Organization | 611813 | TotalNetToOrganization |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ADDITIONAL INFORMATION FOR PART I LINE 2B V THE WRITTEN AGREEMENTS WITH CHAD FITZGERALD AND HOLLY PAGE HOSCHEIT PROVIDED FOR THE REIMBURSEMENT OF DOCUMENTED EXPENSES RELATING TO THEIR FUNDRAISING CONSULTING SERVICES THE FOLLOWING AMOUNTS WERE REIMBURSED CHAD FITZGERALD 2621 THIRD WAY DID NOT ENTER INTO ANY ARRANGEMENTS WITH FUNDRAISERS THAT SOLELY PAID FOR EXPENSE REIMBURSEMENTS WITHOUT PAYING FOR FUNDRAISING SERVICES | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|
| JONATHAN COWAN | |||||||||
| PRESIDENT | 211828 | 11210 | 973 | 8968 | 5009 | 1704 | 226778 | 12914 | |
| NANCY HALE | |||||||||
| SVP & TREASURER | 211502 | 11210 | 1540 | 8981 | 5009 | 1704 | 227032 | 12914 | |
| MATTHEW BENNETT | |||||||||
| SVP & SECRETARY | 208024 | 10022 | 973 | 8968 | 14743 | 1523 | 232708 | 11545 | |
| JAMES KESSLER | |||||||||
| SVP FOR POLICY | 218876 | 652 | 8970 | 16266 | 244764 | ||||
| CHAD FITZGERALD | |||||||||
| DIRECTOR EXTERNAL R | 103209 | 113530 | 86 | 8677 | 2542 | 2798 | 114514 | 116422 | 94 |
| SEAN GIBBONS | |||||||||
| DIRECTOR COMMUNICAT | 165982 | 340 | 6653 | 16030 | 189005 | ||||
| ROBERT KEAST | |||||||||
| VP FOR OUTREACH | 144759 | 316 | 5803 | 6377 | 157255 | ||||
| JOSHUA FREED | |||||||||
| VP FOR CLEAN ENERGY | 139386 | 697 | 5603 | 15930 | 161616 | ||||
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FIRST ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4A | 2.FEDERAL BUDGET: PRODUCED A REPORT ON HOW FUTURE BUDGET TRENDS WILL IMPACT PUBLIC INVESTMENT SPENDING AS WELL AS A POLICY MEMO OUTLINING WAYS TO REFORM THE DEBT LIMIT PROCEDURE. 3.TRADE AND THE ECONOMY: PRODUCED A SERIES OF REPORTS THAT EXPLAINED THE OPPORTUNITY AROUND ASIAN MARKETS AND HOW TRADE CAN BE A POWERFUL ENGINE FOR MIDDLE CLASS PROSPERITY AND U.S. ECONOMIC GROWTH. 4.ECONOMIC GROWTH AND JOBS: PRODUCED A REPORT THAT EXPLAINED KEY CORPORATE TAX REFORM POLICIES AND THEIR IMPACT ON U.S. ECONOMIC GROWTH. |
| SECOND ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4B | QUICK PATH TO CITIZENSHIP FOR IMMIGRANTS WHO WERE BROUGHT HERE ILLEGALLY AS CHILDREN AND REQUIRING THOSE WHO CAME AS ADULTS TO GO THROUGH A MORE ARDUOUS PROCESS TO GAIN LEGAL STATUS. 3.MODERATES: CONDUCTED PUBLIC OPINION RESEARCH TO GAIN INSIGHT AND UNDERSTANDING OF THE VIEWS OF AMERICANS IN THE MIDDLE ON SOCIAL SECURITY AND MEDICARE AND RELEASED AN ANALYSIS SHOWING WHAT AMERICANS WANT FIXED. |
| THIRD ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4C | ECONOMY. 3. KEEPING NATURAL GAS AFFORDABLE: DEVELOPED AND RELEASED AN ORIGINAL- RESEARCH PAPER THAT EXAMINED PRICE FLUCTUATIONS IN THE NATURAL GAS SECTOR OVER THE PAST TEN YEARS AND PROPOSED SEVERAL STEPS THE FEDERAL GOVERNMENT COULD TAKE TO HELP ENSURE GAS PRICES DID NOT SPIKE TOO RAPIDLY IN CASE DEMAND BEGAN TO OUTSTRIP SUPPLY. |
| ALL OTHER ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | OTHER PROGRAM SERVICES IN 2012, THE NATIONAL SECURITY PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING: 1. IRAN: PUBLISHED A MEMO EXPLAINING WHY IMMEDIATE MILITARY STRIKES WOULD NOT STOP IRAN'S NUCLEAR WEAPONS PROGRAM, AND COULD PROVOKE A BROADER CONFLICT. 2. CHINA: PUBLISHED A MEMO EXPLAINING THE CHINESE LEADERSHIP TRANSITION AND WHAT IT MEANS FOR U.S. - CHINA RELATIONS. 3. DOD HEALTH CARE: RELEASED A PAPER EXPLAINING HOW DOD'S RISING HEALTH CARE COSTS SQUEEZE OUT OTHER PRIORITIES IN THE DOD BUDGET, AND MADE RECOMMENDATIONS FOR REFORM. 4. DOD FUEL EFFICIENCY: RELEASED A PAPER, JOINTLY WITH THE ENERGY PROGRAM, EXPLAINING HOW DOD'S RISING FUEL COSTS IMPACT THE NATIONAL BUDGET AND HOW FUEL EFFICIENCY EFFORTS CAN BOTH IMPROVE MILITARY EFFECTIVENESS AND LOWER COSTS. |
| ADDITIONAL INFORMATION | 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. |
| RELATED PARTY INFORMATION AMONG OFFICERS | FORM 990, PAGE 6, PART VI, LINE 2 | JOHN DYSON ROBERT DYSON TRUSTEE TRUSTEE BROTHERS BARBARA MANFREY VOGELSTEIN JOHN VOGELSTEIN TRUSTEE CHAIR MARRIED |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | 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. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | 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. |
| COMPENSATION PROCESS FOR OFFICERS | 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. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | 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. |
| OTHER FEES FOR SERVICES | FORM 990, PART IX, LINE 11G | COMMISSION POLICY RESEARCH 225,710 0 0 COM PUBLIC OPINION RESEARCH 222,795 0 0 OTHER CONSULTING 277,745 2,500 0 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD WAY INSTITUTE | BusinessNameLine1 |
Address US AddressUS
| 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 | FUND EDUCA | PrimaryActivities |
| Legal Domicile State | DE | LegalDomicileState |
| Exempt Code Section | 501C3 | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD WAY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | true | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| THIRD WAY INSTITUTE | ||
| C | 5485000 | CASH |
| THIRD WAY INSTITUTE | ||
| L | 76675 | COST OF SALARY BENEFITS |
| THIRD WAY INSTITUTE | ||
| O | 74513 | COST OF SALARY BENEFITS |
| THIRD WAY INSTITUTE | ||
| N | 34613 | COST OF SHARED FACILITIES |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE R | ReturnReference |
| Explanation | PART II COLUMN B PRIMARY ACTIVITY FUND EDUCATIONAL ACTIVITIES FOCUSED ON MODERATE POLICY SOLUTIONS | Explanation |
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