2013-10-08T09:28:21-05:00 2012-12-31 MCQUADE BRENNAN LLP 1730 RHODE ISLAND AVE NW STE 800 WASHINGTON DC 200363114 990 2012-01-01 260535276 THIRD WAY INSTITUTE THIR 2023841700 1025 CONNECTICUT AVENUE NW ROOM/SUITE 501 WASHINGTON DC 200365422 JONATHAN COWAN 2023841700 2013-08-23 true HEATHER JONES 2022963306 2013-10-08 2012 2016-02-24 21:20:13Z JONATHAN COWAN 1025 CONNECTICUT AVENUE NW 501 WASHINGTON DC 20036 5470935 false X N/A X 2006 DE THE 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 5495017 5468852 0 1977 2083 0 5496994 5470935 5350000 5485000 0 177502 151188 0 57448 34793 38964 5562295 5675152 -65301 -204217 632911 359125 150728 81508 482183 277617 X THE THIRD WAY INSTITUTE SUPPORTS CHARITABLE AND EDUCATIONAL ACTIVITIES THAT ADVANCE MODERATE SOLUTIONS TO MAJOR ECONOMIC, NATIONAL SECURITY, ENERGY, AND SOCIAL POLICY ISSUES. false false 5485000 5485000 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 2012, 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 INCLUDED: 1.ON ECONOMIC GROWTH AND JOB CREATION - RELEASED A SERIES OF MEMOS AND REPORTS EXPLAINING WHY SOCIAL SECURITY AND MEDICARE NEED TO BE FIXED IN ORDER TO ENSURE FUTURE SOLVENCY AS WELL AS OUTLINING SPECIFIC WAYS THEY CAN BE STRENGTHENED. 2.ON THE PATH OF CITIZENSHIP FOR IMMIGRANTS - 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.ON THE AFFORDABILITY OF NATURAL GAS - 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 4.ON THE COST OF NATIONAL SECURITY - RELEASED A PAPER EXPLAINING HOW DOD'S RISING HEALTH CARE COSTS SQUEEZE OUT OTHER PRIORITIES IN THE DOD BUDGET, AND MADE RECOMMENDATIONS FOR REFORM. 5485000 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 false 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 true 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 NANCY HALE 2.00 40.00 X X 11210 213042 15694 JONATHAN COWAN 4.00 42.00 X X 11210 212801 15681 JACQUIE LAWING EBERT 2.00 X 0 0 0 DAVID HELLER 2.00 2.00 X 0 0 0 ROGAN KERSH 2.00 X 0 0 0 THURGOOD MARSHALL JR 2.00 2.00 X 0 0 0 HOWARD ROSSMAN 2.00 2.00 X 0 0 0 MATTHEW BENNETT 2.00 40.00 X 10022 208997 25234 CHAD FITZGERALD 22.00 20.00 X 113624 103295 14017 BRENDA BETHEA 2.00 40.00 X 11291 113338 7264 157357 851473 77890 1 false true false 5468852 5468852 2083 2083 5470935 2083 5485000 5485000 37373 25385 11988 98823 66741 32082 14992 10565 4427 8711 8711 3000 2428 572 5646 3830 1816 13392 9039 4353 31 31 OTHER EXPENSES 7311 5101 2210 FILING FEES 873 873 5675152 5485000 132704 57448 12216 11026 320626 297780 300000 50000 69 319 632911 359125 150728 81508 150728 81508 X 182183 277617 300000 482183 277617 632911 359125 -204217 -349 X false true X false false X 82575 3487217 5495017 5468852 14533661 82575 3487217 5495017 5468852 14533661 4940123 9593538 2327 1977 2083 6387 14540048 0.65980 0.66370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5675152 5675152 433758 108440 301228 428115 433758 1163101 1744652 75307 107029 108440 290776 436164 5470586 -349 -349 5470935 5470935 5675152 5675152 5675152 LIABILITY UNDER FIN 48 FOOTNOTE SCHEDULE D, PAGE 3, PART X THIRD WAY INSTITUTE HAS ADOPTED THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AS REQUIRED BY TOPIC 740 OF THE FASB ASC. THIRD WAY INSTITUTE 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 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 5485000 SUPPORT CHARITABLE 1 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 ALL GRANTS, SUCH AS THOSE MADE BY THIRD WAY INSTITUTE TO THIRD WAY (GRANT RECIPIENT) IN 2012 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. ADDITIONAL INFORMATION 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. false false false false false false false false false NANCY HALE 11210 211502 1540 8981 1704 5009 12914 227032 JONATHAN COWAN 11210 211828 973 8968 1704 5009 12914 226778 MATTHEW BENNETT 10022 208024 973 8968 1523 14743 11545 232708 CHAD FITZGERALD 113530 103209 94 86 8677 2798 2542 116422 114514 OTHER ADDITIONAL INFORMATION 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. FIRST ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A ORDER TO ENSURE FUTURE SOLVENCY AS WELL AS OUTLINING SPECIFIC WAYS THEY CAN BE STRENGTHENED. 2.ON THE PATH OF CITIZENSHIP FOR IMMIGRANTS - 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.ON THE AFFORDABILITY OF NATURAL GAS - 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 4.ON THE COST OF NATIONAL SECURITY - RELEASED A PAPER EXPLAINING HOW DOD'S RISING HEALTH CARE COSTS SQUEEZE OUT OTHER PRIORITIES IN THE DOD BUDGET, AND MADE RECOMMENDATIONS FOR REFORM. ADDITIONAL INFORMATION 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. ADDITIONAL INFORMATION 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. 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 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. ENFORCEMENT OF CONFLICTS POLICY 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. 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. THIRD WAY 1025 CONNECTICUT AVE NW STE 501 WASHINGTON DC 200365422 201734070 DEVELOPING DC 501C4 N/A false false true false false false false false false false false false false true true true false false false false THIRD WAY B 5485000 CASH THIRD WAY M 76675 COST OF SALARY BENEFITS THIRD WAY N 34613 COST OF SHARED FACILITIES THIRD WAY O 74513 COST OF SALARY BENEFITS ADDITIONAL INFORMATION SCHEDULE R SCHEDULE R PART II SECTION B PRIMARY ACTIVITY DEVELOPING AND ADVANCING A MODERATE POLICY AGENDA