THIRD WAY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THIRD WAY (EIN 20-1734070)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-09
- IRS object ID
- 202441309349302609
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T10:39:48-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521853933 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JM&M | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 RHODE ISLAND AVE NW SUITE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201734070 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD WAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THIR | BusinessNameControlTxt |
| Phone | 2023841700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVE NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE DIETERLE | PersonNm |
| Person Title | CFO AND TREASURER | PersonTitleTxt |
| Phone | 2023841700 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVE | PersonFirstNm |
| Person Last | DIETERLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEENA BISHNOI | PreparerPersonNm |
| PTIN | P01480769 | PTIN |
| Phone | 2022963306 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JONATHAN COWAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVE NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $34,442,267 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.THIRDWAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO RESEARCH AND DEVELOP CENTRIST POLICY IDEAS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 106 | TotalEmployeeCnt |
| Total Volunteers | 36 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $27,397,835 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,482,854 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24,932 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,669,331 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $27,422,767 | PYTotalRevenueAmt |
| CY Total Revenue | $27,152,185 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $320,528 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $537,910 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,506,316 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,540,409 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $145,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $257,670 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $329,269 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,123,590 | PYOtherExpensesAmt |
| CY Other Expenses | $9,930,715 | CYOtherExpensesAmt |
| PY Total Expenses | $23,095,434 | PYTotalExpensesAmt |
| CY Total Expenses | $21,266,704 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,327,333 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,885,481 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $48,609,569 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,624,634 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,226,347 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,593,420 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $40,383,222 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,031,214 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO RESEARCH AND DEVELOP CENTRIST POLICY IDEAS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,399,491 | ExpenseAmt |
| Grant | $317,910 | GrantAmt |
| Desc | 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.CLIMATE AND ENERGY OUR WORK IN 2023 RESPONDED DIRECTLY TO THE HISTORIC PASSAGE OF THE INFLATION REDUCTION ACT, BIPARTISAN INFRASTRUCTURE LAW, AND CHIPS SCIENCE LAW WHICH NOW PROVIDES THE U.S. THE OPPORTUNITY TO DEVELOP, DEPLOY, AND EXPORT THE CLEAN ENERGY THE U.S. AND THE REST OF THE WORLD NEEDS TO ADDRESS CLIMATE CHANGE AND IMPORTANTLY, ADDRESS NATIONAL SECURITY, ECONOMIC, AND COMPETITIVENESS IMPERATIVES. THROUGHOUT 2023 WE WORKED IN THE FOLLOWING THREE AREAS: 1) WE CHANNELED THE INVESTMENTS FROM BOTH THE INFLATION REDUCTION ACT (IRA) AND THE BIPARTISAN INFRASTRUCTURE LAW (BIL) INTO THE PROPER AVENUES TO MAXIMIZE IMPACT, 2) WE TOLD THE STORY OF THESE WINS AS ECONOMIC OPPORTUNITIES THAT BENEFIT THE AMERICAN PEOPLE AND THEIR COMMUNITIES, AND 3) WE WORKED TO REFORM THE PERMITTING PROCESS TO REMOVE OBSTACLES THAT STAND IN THE WAY OF CONSTRUCTING MASSIVE CLEAN ENERGY PROJECTS. WE CHANNELED THE INVESTMENTS FROM BOTH THE INFLATION REDUCTION ACT (IRA) AND THE BIPARTISAN INFRASTRUCTURE LAW:* PUBLISHED 10 MEMOS ON HOW AMERICA CAN COMPETE IN SPECIFIC CLEAN ENERGY TECHNOLOGIES INCLUDING: ADVANCED NUCLEAR, CARBON CAPTURE, DECARBONIZATION, HYDROGEN, ELECTRIC VEHICLES, AND CLEAN STEEL. WE HAVE MET WITH HUNDREDS OF POLICYMAKERS IN CONGRESS, THE ADMINISTRATION, AND LABOR UNIONS, AND NGO LEADERS TO RAISE AWARENESS OF OUR PROPOSALS.* WE HELD WORKSHOPS ON DEVELOPING A CLEAN ENERGY INDUSTRIAL STRATEGY FOCUSED ON EFFECTIVE MODES OF OPERATIONALIZING AND BUILDING A STRATEGY, AND WAYS IN WHICH NGOS CAN BOLSTER PUBLIC-PRIVATE PARTNERSHIPS TO SUPPORT THE EFFORT. ATTENDEES INCLUDED STAFF FROM THE WHITE HOUSE, OFFICE OF MANAGEMENT AND BUDGET, ARGONNE NATIONAL LABORATORY, COUNCIL ON FOREIGN RELATIONS, ATLANTIC COUNCIL, ROOSEVELT INSTITUTE, INTERNATIONAL TRADE ADMINISTRATION, BUSINESS ROUNDTABLE, AMONG OTHERS.TOLD THE STORY OF THESE WINS AS AN ECONOMIC WIN THAT BENEFITS THE AMERICAN PEOPLE AND THEIR COMMUNITIES: WE CONDUCTED AND LEVERAGED ORIGINAL PUBLIC OPINION RESEARCH TO REFRAME CLEAN ENERGY AS A KEY TOOL FOR AMERICA'S ECONOMIC AND GEOPOLITICAL SECURITY AND AS MEANS OF SPARKING JOB CREATION, REDUCING COSTS, AND BUILDING OPPORTUNITIES FOR ALL AMERICANS. THIS RESEARCH WILL TRANSLATE INTO CRITICAL MESSAGING AND COMMUNICATIONS MATERIALS TO HELP CREATE DURABILITY FOR CLEAN ENERGY INVESTMENT. WE WORKED TO REFORM THE PERMITTING PROCESS TO REMOVE OBSTACLES THAT STAND IN THE WAY OF CONSTRUCTING MASSIVE CLEAN ENERGY PROJECTS: THE HISTORIC FEDERAL INVESTMENTS AND INCENTIVES PASSED IN 2021 AND 2022 ACCELERATED A RACE TO ADDRESS CLIMATE CHANGE, SCALE CLEAN ENERGY INFRASTRUCTURE, AND COMPETE WITH AUTHORITARIAN STATES LED BY RUSSIA AND CHINA. HOWEVER, USING FEDERAL FUNDS TO CATALYZE PRIVATE SECTOR INVESTMENT IS ONLY HALF THE BATTLE. WE LAUNCHED A PROGRAM TO IDENTIFY AND QUANTIFY THE DIVERSE AND DISPARATE NATURE OF OUR REMAINING CLEAN ENERGY ROADBLOCKS THAT THREATEN TO HAMPER PROGRESS AND WILL LAY THE FOUNDATION FOR A ROBUST POLICY ROADMAP TO GUIDE FUTURE ACTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,772,253 | ExpenseAmt |
| Grant | $20,000 | GrantAmt |
| Desc | SOCIAL POLICY AND POLITICSADDRESSING THREATS ON SOCIAL ISSUES: THIRD WAY REMAINS COMMITTED TO ADDRESSING THREATS TO AMERICAN VALUES AND VULNERABLE POPULATIONS ON KEY SOCIAL AND CULTURAL ISSUES. WE EMPLOYED VARIOUS TACTICS TO MAKE PROGRESS ON CRIME, IMMIGRATION, MARIJUANA, AND LGBT RIGHTS IN THE PAST YEAR. THIS INCLUDED:* RELEASING A FOLLOW UP TO OUR RED STATE MURDER PROBLEM REPORT SHOWING THAT HOMICIDE RATES HAVE BEEN HIGHER IN RED STATES THAN BLUE STATES EVERY YEAR THIS CENTURY TO PUSH BACK ON THE NARRATIVE THAT CRIME IS CAUSED BY CRIMINAL JUSTICE REFORM POLICIES.* TESTIFYING AT A CONGRESSIONAL HEARING ON VIOLENT CRIME IN MANHATTAN TO PUSH BACK ON THE NARRATIVE THAT CRIME IS OUT OF CONTROL IN CITIES LIKE NEW YORK THAT HAVE IMPLEMENTED CRIMINAL JUSTICE REFORMS AND BAIL REFORM. * RELEASING A SERIES OF MEMOS TO HELP SHIFT THE NARRATIVE ON IMMIGRATION BY HIGHLIGHTING ACTIONS THAT HAVE BEEN TAKEN TO IMPROVE BORDER SECURITY AND ADVOCATING FOR MORE POLICIES THAT WOULD RESTORE ORDER AT THE BORDER. * CONDUCTING AND PRESENTING SEVERAL ROUNDS OF PUBLIC OPINION RESEARCH ON VOTERS' ATTITUDES TOWARDS ISSUES AROUND TRANSGENDER YOUTH, SPECIFICALLY ON SPORTS PARTICIPATION AND MEDICAL CARE, AND SHARING MESSAGING GUIDANCE TO REACH CONFLICTED AUDIENCES.* SUPPORTING BIPARTISAN PROGRESS AROUND GUN SAFETY AND MARIJUANA POLICY THROUGH A SERIES OF SHORT MEMOS AND EXPLAINERS. CENTERING VALUE IN THE HIGHER EDUCATION DEBATE: THIRD WAY'S EDUCATION TEAM CONTINUES TO LEAD A COORDINATED MOVEMENT TO CHANGE THE FEDERAL POLICY NARRATIVE ON HIGHER EDUCATION FROM COST TO RETURN ON INVESTMENT AND SOCIALIZE A SLATE OF ACTIONABLE, DEFENSIBLE SOLUTIONS TO IMPROVE POSTSECONDARY VALUE, QUALITY, AND ACCOUNTABILITY FOR STUDENTS AND TAXPAYERS. WE'VE ADVANCED THESE EFFORTS BY:* HOSTING DIGITAL AND IN-PERSON EVENTS, DEPLOYING DIGITAL MEDIA CAMPAIGNS, AND PRODUCING A SUITE OF EASY-TO-UNDERSTAND EXPLAINERS, INFOGRAPHICS, AND REPORTS TO TRANSLATE WONKY TOPICS LIKE COLLEGE ACCREDITATION, FEDERAL STUDENT AID, AND STUDENT OUTCOMES DATA FOR NONEXPERT AUDIENCES.* CONDUCTING LANDMARK PUBLIC OPINION RESEARCH ON GRADUATE STUDENTS, DEMONSTRATING BROAD PUBLIC SUPPORT FOR GREATER TRANSPARENCY AND ACCOUNTABILITY FOR GRADUATE PROGRAMS.* TESTIFYING BEFORE THE HOUSE OF REPRESENTATIVES AT AN EDUCATION & THE WORKFORCE SUBCOMMITTEE MEETING ON HIGHER EDUCATION INNOVATION, CALLING ATTENTION TO HOW INNOVATION AND QUALITY ASSURANCE MUST GO HAND-IN-HAND TO PROTECT STUDENTS.* PUBLISHING OUR THIRD ANNUAL ECONOMIC MOBILITY INDEX TO CELEBRATE COLLEGES AND UNIVERSITIES THAT OPEN THEIR DOORS TO STUDENTS FROM LOW-INCOME BACKGROUNDS AND PRIORITIZE THEIR SUCCESS.* CHAMPIONING THE POSTSECONDARY STUDENT SUCCESS GRANT PROGRAM TO SUPPORT EVIDENCE-BASED COLLEGE RETENTION AND COMPLETION PROGRAMS AND MAKING THE CASE FOR MAKING THIS FUND PERMANENT.* SHAPING THE FINAL RULES ON GAINFUL EMPLOYMENT AND FINANCIAL VALUE TRANSPARENCY, WHICH WILL IMPROVE ACCOUNTABILITY FOR CAREER EDUCATION PROGRAMS AND EXPAND THE DATA AVAILABLE TO PROSPECTIVE STUDENTS ABOUT ALL COLLEGE PROGRAMS.DEFINING WHAT AMERICANS WANT FROM WASHINGTON: OUR POLITICS TEAM WORKED DILIGENTLY TO UNDERSTAND HOW AMERICANS VIEW THE POLITICAL SYSTEM, POLICYMAKERS IN WASHINGTON, AND POLICY ACTIONS THEY TOOK, IN ORDER TO INFORM THE PUBLIC ABOUT SHIFTING TRENDS AND PRIORITIES IN WHAT THE PUBLIC WANTS FROM THEIR GOVERNMENT. * WE UTILIZED CATALIST VOTER FILE DATA AND OTHER ELECTORAL DATA SOURCES TO DRAFT REPORTS ANALYZING AND EXPLAINING THE AMERICAN ELECTORATE AND DIFFERENCES IN OPINION, WORLDVIEW, AND VOTING BEHAVIOR ACROSS STATES AND DISTRICTS;* WE CONDUCTED QUALITATIVE AND QUANTITATIVE PUBLIC OPINION RESEARCH TO BETTER UNDERSTAND WHAT AMERICANS PRIORITIZE, HOW THEY THINK ABOUT CURRENT ISSUES UNDER DISCUSSION IN THE ADMINISTRATION AND CONGRESS, AND WHAT THEY WANT FROM CANDIDATES AND POLICYMAKERS; * WE TRACKED HOW EXTREME CANDIDATES PERFORM COMPARED TO THOSE CARRYING A MORE MAINSTREAM AGENDA, TO MAKE THE ARGUMENT THAT MAINSTREAM IDEAS HAVE BROADER APPEAL, AND THAT AMERICANS WANT BIG ACTION, BUT NOT REVOLUTION; AND, * WE EDUCATED INFLUENCERS AND PRESS ABOUT THE IMPLAUSIBILITY OF A THIRD-PARTY PRESIDENTIAL CANDIDATE'S PATH TO VICTORY UNDER ANY CIRCUMSTANCES, WARNING OPINION-MAKERS AND VOTERS AWAY FROM FALSE PROMISES FROM A SO-CALLED "UNITY TICKET" RUN BY NO LABELS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,852,288 | ExpenseAmt |
| Grant | $200,000 | GrantAmt |
| Desc | ECONOMICS PROGRAM IN 2023, OUR ECONOMIC PROGRAM FOCUSED ON THREE CORE AREAS: 1) MAKING THE MIDDLE CLASS MORE AFFORDABLE AND ATTAINABLE FOR NON-COLLEGE EDUCATED WORKERS; 2) STRENGTHENING THE AFFORDABLE CARE ACT AND LOWERING COSTS; AND 3) EXPANDING AWARENESS OF ENTREPRENEURIAL INEQUITY IN AMERICA.NON-COLLEGE EDUCATED WORKERS: THERE ARE 109 MILLION WORKING-AGE ADULTS WITHOUT A COLLEGE DEGREE, AND THEY HAVE VASTLY DIFFERENT ECONOMIC CIRCUMSTANCES THAN THEIR COLLEGE-EDUCATED PEERS. BECAUSE OF THAT, THERE WAS SIGNIFICANT DEMAND FOR ANALYSIS OF NON-COLLEGE AMERICA AND POLICY SOLUTIONS TO ENSURE THAT ECONOMIC OPPORTUNITY IS AVAILABLE TO ALL. WORK INCLUDED:* UNPACKING THE NON-COLLEGE WORKFORCE IN AMERICA, INCLUDING ANALYSIS ON THEIR OCCUPATIONS AND ECONOMIC HEADWINDS, GEOGRAPHIC DIVIDES, AND GENDER DIVIDES.* DEVELOPING DOZENS OF POLICY SOLUTIONS TO EXPAND DIGITAL LITERACY, PAID LEAVE, AND APPRENTICESHIPS.* ANALYZING WHAT A BREACH OF THE DEBT LIMIT WOULD MEAN FOR MIDDLE- AND LOWER-INCOME FAMILIES.HEALTH CARE COSTS: WITH ELEVATED INFLATION, THERE WAS A SIGNIFICANT CONVERSATION AROUND HEALTH CARE COSTS AND HOW MEDICAL PRICES AND DEBT IMPACT WORKING- AND MIDDLE-CLASS FAMILIES. WORK INCLUDED:* ANALYZING HOW MEDICAL DEBT AFFECTS THE MIDDLE CLASS AND WHAT STATES ARE DOING TO END MEDICAL DEBT.* STARTING A NEW INITIATIVE TO FIX AMERICA'S BROKEN HOSPITALS, INCLUDING ANALYSIS ON STRUCTURAL ISSUES INCREASING HOSPITAL PRICES AND POLICY DEVELOPMENT ON HOW TO REALIGN INCENTIVES.* SHOWING HOW TO FINISH THE JOB ON THE AFFORDABLE CARE ACT WITH A SERIES OF POLICIES TO BUILD ON THE SIGNATURE LAW.ENTREPRENEURIAL EQUITY: THIRD WAY AND THE NATIONAL URBAN LEAGUE JOINTLY RUN THE ALLIANCE FOR ENTREPRENEURIAL EQUITY WHICH DEVELOPS AND PROMOTES FEDERAL POLICIES THAT DRAMATICALLY INCREASE THE OPPORTUNITY FOR MINORITY AND FEMALE ENTREPRENEURS TO START AND EXPAND SUCCESSFUL BUSINESSES. WORK INCLUDED:* RESEARCHING THE STATE OF ENTREPRENEURSHIP AMONG WOMEN AND PEOPLE OF COLOR, FROM THE NUMBERS BEHIND HISPANIC-OWNED BUSINESSES TO WHICH BUSINESSES ARE EXPORTING TO GLOBAL MARKETS.* DEVELOPING POLICY IDEAS RANGING FROM REAUTHORIZING THE SMALL BUSINESS ACT TO REDUCING RECIDIVISM AND PROVIDING A PATHWAY TO ENTREPRENEURSHIP.* BRINGING THOUGHT LEADERS TOGETHER THROUGH PUBLIC AND PRIVATE CONVENINGS TO BUILD AWARENESS AND ACTION ON THESE ISSUES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $599,443 | ExpenseAmt |
| Desc | NATIONAL SECURITY PROGRAMIN 2023, THE NATIONAL SECURITY PROGRAM MADE A STRATEGIC SHIFT TO FOCUS MORE AGGRESSIVELY ON THE NATIONAL SECURITY THREATS AND OPPORTUNITIES OF ARTIFICIAL INTELLIGENCE, BOTH IN GENERAL AND AS IT RELATES TO CHINA. WHEN MICROSOFT UNVEILED CHAT GBT IN 2022, WE SAW THIS AS A GAME-CHANGING MOMENT FOR NATIONAL SECURITY. 1) WE EDUCATED POLICYMAKERS ON ARTIFICIAL INTELLIGENCE, INCLUDING HOW IT WORKS AND WHAT IT CAN OR MAY DO, BOTH GOOD AND BAD. 2) WE FURTHERED OUR US-CHINA DIGITAL WORLD ORDER INITIATIVE WORK BY EDUCATING POLICYMAKERS ON THE STRENGTHS AND WEAKNESSES CHINA PRESENTS ON AI. 3) WE CONTINUED WORKING WITH STAKEHOLDERS AND POLICYMAKERS ON NAVIGATING NATIONAL SECURITY ISSUES.ARTIFICIAL INTELLIGENCE: WILL ARTIFICIAL INTELLIGENCE MAKE AMERICA AND THE WORLD MORE OR LESS SECURE? SOME BELIEVE ARTIFICIAL INTELLIGENCE MAY LEAD TO THE END OF THE HUMAN RACE; OTHERS SAY IT WILL UNLEASH UNLIMITED POTENTIAL AND GREAT BENEFITS. WE EXPLORED BOTH ENDS OF THE SPECTRUM:* RELEASED "DINNER FOR TWELVE" WHICH SUMMARIZED THE VIEWPOINTS OF THE MOST INFLUENTIAL THINKERS ON AI AND CRAFTED IT IN A READABLE, ACCESSIBLE FORM FOR POLICYMAKERS - INCLUDING OPPORTUNITIES TO DELVE DEEPER.* HELD DISCUSSIONS, PANELS, AND DINNERS FOR POLICYMAKERS AIMED AT EXPLORING THE PLUSSES AND MINUSES OF AI.* DRAFTED PAPERS THAT EXPLAIN HOW DIFFERENT METHODS FOR DEVELOPING AI COULD INCREASE OR DECREASE DISINFORMATION AND HARMFUL EFFECTS OF THE NEW TECHNOLOGY.US-CHINA DIGITAL GLOBAL POWER COMPETITION: MORE THAN EVER, THE US-CHINA COMPETITION WILL BE DECIDED BY DIGITAL TECHNOLOGY AND AI. THE NATIONAL SECURITY PROGRAM HIGHLIGHTED THE IMPORTANCE AND CHALLENGES OF PRIORITIZING DIGITAL GOVERNANCE IN NATIONAL SECURITY THROUGH WORK INCLUDING:* EDUCATED THE PUBLIC AND POLICYMAKERS ON CHINA'S PLANS TO SURPASS THE U.S. IN NATIONAL SECURITY WITH DIGITAL GLOBAL SUPREMACY, INCLUDING AI;* SIZED UP CHINA'S GOALS AND ACTIVITIES WITH REGARD TO ARTIFICIAL INTELLIGENCE;* EXPLAINED CHINA'S CAPABILITIES OF REPRESSION THROUGH AI, MASS SURVEILLANCE, RELENTLESS CENSORSHIP, AND AUTOMATED DISINFORMATION OPERATIONS THAT THREATEN GLOBAL FREEDOMS;* MADE THE CASE THAT A DIGITAL PRO-DEMOCRACY MODEL IS NEEDED TO SET INTERNATIONAL NORMS AND STANDARDS TO COMPETE AGAINST THE ONGOING PROLIFERATION OF CHINA'S DIGITAL AUTOCRACY MODEL; NATIONAL SECURITY EDUCATIONAL EFFORTS: OUR EDUCATIONAL EFFORTS ON NATIONAL SECURITY INCLUDED:* REGULARLY SCANNING CHINESE MEDIA AND NOTING ITEMS OF INTEREST FOR POLICYMAKERS;* INTRODUCING POLICYMAKERS TO XI JINPING'S INNER CIRCLE AND HOW THEY GOT THEIR JOBS AND THE ROLES THEY WILL PLAY IN CHINA'S LEADERSHIP;* EXPLORING CYBER THREATS LIKE SPYWARE AND INFORMING POLICYMAKERS;* EDUCATING LEADERS ON THE TOP ONGOING NATIONAL SECURITY CHALLENGES AND CONFLICTS AROUND THE WORLD AND THE MOST PRESSING IMPLICATIONS TO U.S. NATIONAL SECURITY INTERESTS IN THE SHORT AND LONG-TERM;* EXPLAINING THE EVOLVING GEOPOLITICAL LANDSCAPE AND THE COMPLEXITY OF OUR DIPLOMATIC RELATIONSHIPS WITH ALLIES, ADVERSARIES, AND TOP COMPETITORS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $599,443 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $18,623,475 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 78 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 106 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE J DIETERLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023841700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVE NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 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 | 36.00 | 4.00 | Yes (X) | Yes (X) | $413,528 | $0 | $38,950 | ||
| MATTHEW BENNETT SECRETARY AND | |||||||||
| EXE. VP OF PUBLIC AFFAIRS | 38.00 | 2.00 | Yes (X) | $379,363 | $0 | $44,808 | |||
| JAMES KESSLER | |||||||||
| EXE. VP OF POLICY | 40.00 | $377,318 | $0 | $44,341 | Yes (X) | ||||
| JOSHUA FREED | |||||||||
| SVP, CLEAN ENERGY | 40.00 | $295,072 | $0 | $40,202 | Yes (X) | ||||
| GABRIEL A HORWITZ | |||||||||
| SVP, ECON PROGRAM | 40.00 | $296,335 | $0 | $31,494 | Yes (X) | ||||
| LANAE M ERICKSON SR VP FOR | |||||||||
| SOCIAL POLICY & POLITICS | 40.00 | $299,964 | $0 | $20,543 | Yes (X) | ||||
| BRENDA BETHEA TREASURER COO | |||||||||
| UNTIL APRIL, THEN CONSULTANT | 38.00 | 2.00 | Yes (X) | $252,701 | $0 | $11,195 | |||
| EMILY STERNFELD | |||||||||
| SR. VP OF DEV. & EXTERNAL AFFAIRS | 40.00 | $215,814 | $0 | $25,619 | Yes (X) | ||||
| RYAN FITZPATRICK | |||||||||
| SENIOR DIRECTOR | 40.00 | $173,675 | $0 | $14,869 | Yes (X) | ||||
| STEVE J DIETERLE CFO | |||||||||
| BOARD TREASURER AS OF JUNE | 38.00 | 2.00 | Yes (X) | $175,594 | $0 | $7,755 | |||
| JOHN L VOGELSTEIN CHAIR | |||||||||
| UNTIL JUNE, THEN CHAIR EMERITUS | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RACHEL PRITZKER TRUSTEE | |||||||||
| UNTIL JUNE, THEN CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| GEORGETTE BENNETT | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM BUDINGER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID COULTER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM DALEY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN DYSON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE EDWARDS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN FRANK | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID HELLER | |||||||||
| TRUSTEE | 2.00 | 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 | ||||
| DEREK KIRKLAND | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL LEWIS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THURGOOD MARSHALL JR | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN MCCUE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID HORVITZ | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM REEVES | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BERNARD SCHWARTZ | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALIX BURNS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTINE VARNEY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARC SPILKER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TED TRIMPA | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA MANFREY VOGELSTEIN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOUGLAS LAWRENCE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH ZIMLICH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BOB GOODMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAY ROTHROK | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN GALBRAITH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALISON KAY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GRAVES TOMPKINS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAJ DATE | |||||||||
| TRUSTEE AS OF JUNE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STRAUSS ZELNICK | |||||||||
| TRUSTEE AS OF DECEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE BENJAMIN | |||||||||
| TRUSTEE UNTIL DECEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW FELDSTEIN | |||||||||
| TRUSTEE UNTIL DECEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT DYSON | |||||||||
| TRUSTEE UNTIL DECEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,879,364 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $279,776 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STARK MEDIA PLANNING LLC | |||||
| 100 JAY STREET 4F | BROOKLYN | NY | 11201 | MARKETING (PAID DIGITAL MEDIA) | $660,000 |
| BOUNDARY STONE PARTNERS | |||||
| 1001 PENNSYLVANIA AVE SUITE 740S | WASHINGTON | DC | 20004 | STRATEGIC CONSULTING | $600,000 |
| GLOBAL STRATEGY GROUP LLC | |||||
| 215 PARK AVE SOUTH 15TH FLOOR | NEW YORK | NY | 10003 | PUBLIC OPINION RESEARCH | $449,750 |
| GS STRATEGY GROUP | |||||
| 800 W MAIN STREET STE 1420 | BOISE | ID | 83702 | PUBLIC OPINION RESEARCH | $212,250 |
| O'MELVENY | |||||
| 1625 I STREET NW | WASHINGTON | DC | 20006 | CONSULTING & LEGAL | $172,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,457,499 | MembershipDuesAmt |
| Related Organizations | $19,809,000 | RelatedOrganizationsAmt |
| All Other Contributions | $3,216,355 | AllOtherContributionsAmt |
| Total Contributions | $25,482,854 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,204,386 | TotalRevenueColumnAmt |
| Exclusion | $1,204,386 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,755,027 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,290,082 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $464,945 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $464,945 | TotalRevenueColumnAmt |
| Exclusion | $464,945 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,152,185 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,669,331 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $470,000 | TotalAmt |
| Program Services | $470,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,910 | TotalAmt |
| Program Services | $67,910 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,649,796 | TotalAmt |
| Program Services | $1,162,305 | ProgramServicesAmt |
| Management And General | $487,470 | ManagementAndGeneralAmt |
| Fundraising | $21 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,312,566 | TotalAmt |
| Program Services | $6,503,282 | ProgramServicesAmt |
| Management And General | $755,654 | ManagementAndGeneralAmt |
| Fundraising | $53,630 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,034 | TotalAmt |
| Program Services | $254,586 | ProgramServicesAmt |
| Management And General | $29,419 | ManagementAndGeneralAmt |
| Fundraising | $2,029 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,662 | TotalAmt |
| Program Services | $569,270 | ProgramServicesAmt |
| Management And General | $72,298 | ManagementAndGeneralAmt |
| Fundraising | $1,094 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $649,351 | TotalAmt |
| Program Services | $565,384 | ProgramServicesAmt |
| Management And General | $79,853 | ManagementAndGeneralAmt |
| Fundraising | $4,114 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,770 | TotalAmt |
| Program Services | $195,932 | ProgramServicesAmt |
| Management And General | $112,838 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,552 | TotalAmt |
| Program Services | $35,976 | ProgramServicesAmt |
| Management And General | $79,576 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,670 | TotalAmt |
| Fundraising | $257,670 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,364 | TotalAmt |
| Management And General | $126,364 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,200,854 | TotalAmt |
| Program Services | $5,159,381 | ProgramServicesAmt |
| Management And General | $38,473 | ManagementAndGeneralAmt |
| Fundraising | $3,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,123,215 | TotalAmt |
| Program Services | $1,123,061 | ProgramServicesAmt |
| Management And General | $147 | ManagementAndGeneralAmt |
| Fundraising | $7 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,341 | TotalAmt |
| Program Services | $65,533 | ProgramServicesAmt |
| Management And General | $37,400 | ManagementAndGeneralAmt |
| Fundraising | $408 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $624,592 | TotalAmt |
| Program Services | $437,047 | ProgramServicesAmt |
| Management And General | $182,703 | ManagementAndGeneralAmt |
| Fundraising | $4,842 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $624,958 | TotalAmt |
| Program Services | $624,864 | ProgramServicesAmt |
| Fundraising | $94 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,922 | TotalAmt |
| Program Services | $323,642 | ProgramServicesAmt |
| Management And General | $41,419 | ManagementAndGeneralAmt |
| Fundraising | $861 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $627,558 | TotalAmt |
| Program Services | $611,413 | ProgramServicesAmt |
| Management And General | $16,091 | ManagementAndGeneralAmt |
| Fundraising | $54 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,736 | TotalAmt |
| Program Services | $89,679 | ProgramServicesAmt |
| Management And General | $121,654 | ManagementAndGeneralAmt |
| Fundraising | $403 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,476 | TotalAmt |
| Program Services | $41,889 | ProgramServicesAmt |
| Management And General | $3,543 | ManagementAndGeneralAmt |
| Fundraising | $44 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STAFF DEVELOPMENT/RECRU | $295,609 | $200,387 | $94,650 | $572 |
| REFERENCE MATERIALS | $87,533 | $84,176 | $3,346 | $11 |
| PANTRY SUPPLIES | $45,062 | $19,366 | $25,395 | $301 |
| JOB ADS | $19,090 | $13,549 | $5,430 | $111 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,083 | TotalAmt |
| Program Services | $4,843 | ProgramServicesAmt |
| Management And General | $237 | ManagementAndGeneralAmt |
| Fundraising | $3 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,266,704 | TotalAmt |
| Program Services | $18,623,475 | ProgramServicesAmt |
| Management And General | $2,313,960 | ManagementAndGeneralAmt |
| Fundraising | $329,269 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238 | BOYAmt |
| EOY | $238 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,035,431 | BOYAmt |
| EOY | $18,875,386 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,000 | BOYAmt |
| EOY | $155,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,948 | BOYAmt |
| EOY | $336,770 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,836,250 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,020,058 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,031,229 | BOYAmt |
| EOY | $816,192 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,447,403 | BOYAmt |
| EOY | $24,436,960 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,122,853 | BOYAmt |
| EOY | $5,330,075 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,694,467 | BOYAmt |
| EOY | $7,674,013 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,609,569 | BOYAmt |
| EOY | $57,624,634 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,713,273 | BOYAmt |
| EOY | $1,039,378 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,816,190 | BOYAmt |
| EOY | $2,542,406 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,696,884 | BOYAmt |
| EOY | $4,011,636 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,226,347 | BOYAmt |
| EOY | $7,593,420 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,252,832 | BOYAmt |
| EOY | $49,900,824 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,390 | BOYAmt |
| EOY | $130,390 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,383,222 | BOYAmt |
| EOY | $50,031,214 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,609,569 | BOYAmt |
| EOY | $57,624,634 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,885,481 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,762,511 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expended527 Activities | $11,614 | Expended527ActivitiesAmt |
| Total Exempt Function Expend | $11,614 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (1) | Form1120POLFiledInd |
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $2,457,499 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $192,018 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $192,018 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $2,457,499 | AggregateReportedDuesNtcAmt |
| Taxable | -$2,265,481 | TaxableAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION SHARES ITS POLICY IDEAS AND ANALYSES AS BROADLY AS POSSIBLE, INCLUDING, IN SOME INSTANCES, TO CANDIDATES AND THEIR STAFF. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,532,896 | OtherCostOrOtherBasisAmt |
| Depreciation | $775,812 | DepreciationAmt |
| Book Value | $757,084 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $117,185 | OtherCostOrOtherBasisAmt |
| Depreciation | $114,236 | DepreciationAmt |
| Book Value | $2,949 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $186,169 | OtherCostOrOtherBasisAmt |
| Depreciation | $130,010 | DepreciationAmt |
| Book Value | $56,159 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $816,192 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CERTIFICATES OF DEPOSIT | Desc |
| Book Value | $5,330,075 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,330,075 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $12,829 |
| ACCRUED INTEREST | $129,846 |
| DUE FROM THIRD WAY INSTITUTE, A RELATED PARTY | $4,783,600 |
| OPERATING LEASE ASSET | $2,747,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,674,013 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $4,011,636 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,011,636 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 1 | PROGRAM SERVICES | QUADRATURE GRANT FOR CLIMATE AND ENERGY WORK | $62,174 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $67,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $130,084 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $130,084 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RegionTxt |
| Purpose Of Grant | TO SUPPORT EDUCATION AND COMMUNICATION ACTIVITIES FOR CLEAN ENERGY IN EUROPE. | PurposeOfGrantTxt |
| Cash Grant | $67,910 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CONTRIBUTIONS ARE FOR GENERAL SUPPORT AND MINIMAL MONITORING IS REQUIRED. | 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 (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| HOLLY PAGE | ||||||||
| 3509 25TH ST NORTH | ARLINGTON | VA | 22207 | FUNDRAISING CONSULTANT | 0 | $0 | $36,000 | -$36,000 |
| B2K SOCIAL VENTURES (DBA THIRD PLATEAU) | ||||||||
| 127 UNIVERSITY AVE | BERKELEY | CA | 94710 | FUNDRAISING CONSULTANT | 0 | $0 | $54,770 | -$54,770 |
| ELI WALD | ||||||||
| 3041 NORTH KEDZIE AVE | CHICAGO | IL | 60618 | FUNDRAISING CONSULTANT | 0 | $0 | $90,000 | -$90,000 |
| ORR GROUP INC | ||||||||
| 3000 K STREET NW SUITE E280 | WASHINGTON | DC | 20007 | FUNDRAISING CONSULTANT | 0 | $0 | $35,000 | -$35,000 |
| RACHEL FERSH | ||||||||
| 9318 WEST PARKHILL DRIVE | BETHESDA | MD | 20814 | FUNDRAISING CONSULTANT | 0 | $0 | $5,000 | -$5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $220,770 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$220,770 | TotalNetToOrganizationAmt |
| Licensed States | DC | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| NATIONAL URBAN LEAGUE INC | ||||||||
| 80 PINE STREET 9TH FLOOR | NEW YORK | NY | 10005 | 131840489 | 501(C)(3) | $200,000 | $0 | TO FURTHER THE GOALS OF THE ALLIANCE FOR ENTREPRENEURIAL EQUITY INITIATIVE TO START AND EXPAND SUCCESSFUL BUSINESSES |
| THE NEWDEAL FORUM | ||||||||
| 233 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | 824346598 | 501(C)(3) | $250,000 | $0 | TO SUPPORT EDUCATION AND COMMUNICATION ACTIVITIES ON CLEAN ENERGY INVESTMENTS |
| EMILY'S LIST | ||||||||
| 1800 M STREET NW SUITE 375N | WASHINGTON | DC | 20036 | N/A | $10,000 | $0 | TO HELP SPONSOR EMILY'S LIST DINNER EVENT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CONTRIBUTIONS ARE FOR GENERAL SUPPORT AND MINIMAL MONITORING IS REQUIRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JONATHAN COWAN | ||||||||||||||
| PRESIDENT | $413,528 | $0 | $0 | $0 | $0 | $0 | $13,200 | $0 | $25,750 | $0 | $452,478 | $0 | $0 | $0 |
| MATTHEW BENNETT SECRETARY AND | ||||||||||||||
| EXE. VP OF PUBLIC AFFAIRS | $379,363 | $0 | $0 | $0 | $0 | $0 | $13,200 | $0 | $31,608 | $0 | $424,171 | $0 | $0 | $0 |
| JAMES KESSLER | ||||||||||||||
| EXE. VP OF POLICY | $377,318 | $0 | $0 | $0 | $0 | $0 | $13,200 | $0 | $31,141 | $0 | $421,659 | $0 | $0 | $0 |
| JOSHUA FREED | ||||||||||||||
| SVP, CLEAN ENERGY | $295,072 | $0 | $0 | $0 | $0 | $0 | $12,027 | $0 | $28,175 | $0 | $335,274 | $0 | $0 | $0 |
| GABRIEL A HORWITZ | ||||||||||||||
| SVP, ECON PROGRAM | $296,335 | $0 | $0 | $0 | $0 | $0 | $12,017 | $0 | $19,477 | $0 | $327,829 | $0 | $0 | $0 |
| LANAE M ERICKSON SR VP FOR | ||||||||||||||
| SOCIAL POLICY & POLITICS | $299,964 | $0 | $0 | $0 | $0 | $0 | $12,018 | $0 | $8,525 | $0 | $320,507 | $0 | $0 | $0 |
| BRENDA BETHEA TREASURER COO | ||||||||||||||
| UNTIL APRIL, THEN CONSULTANT | $252,701 | $0 | $0 | $0 | $0 | $0 | $4,087 | $0 | $7,108 | $0 | $263,896 | $0 | $0 | $0 |
| EMILY STERNFELD | ||||||||||||||
| SR. VP OF DEV. & EXTERNAL AFFAIRS | $215,814 | $0 | $0 | $0 | $0 | $0 | $9,017 | $0 | $16,602 | $0 | $241,433 | $0 | $0 | $0 |
| RYAN FITZPATRICK | ||||||||||||||
| SENIOR DIRECTOR | $173,675 | $0 | $0 | $0 | $0 | $0 | $6,995 | $0 | $7,874 | $0 | $188,544 | $0 | $0 | $0 |
| STEVE J DIETERLE CFO | ||||||||||||||
| BOARD TREASURER AS OF JUNE | $175,594 | $0 | $0 | $0 | $0 | $0 | $6,993 | $0 | $762 | $0 | $183,349 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE J, PART II: | FormAndLineReferenceDesc |
| Explanation | ALL W2 WAGES ARE PAID BY THIRD WAY FOR BOTH THE ORGANIZATION AND FOR THIRD WAY INSTITUTE, A RELATED ORGANIZATION. AMOUNTS ARE SPLIT WITH THE RELATED ORGANIZATION BASED ON COST SHARING. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TRUSTEES JOHN AND ROBERT DYSON ARE BROTHERS. BOARD CHAIR JOHN L. VOGELSTEIN AND TRUSTEE BARBARA MANFREY VOGELSTEIN ARE MARRIED. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S FORM 990 WAS PREPARED BY STAFF WORKING WITH A PROFESSIONAL RETURN PREPARER AND REVIEWED BY ITS PRESIDENT. A COPY OF THE RETURN WILL BE PROVIDED TO THE ENTIRE BOARD BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REMINDS STAFF AND MEMBERS OF THE BOARD OF THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND IS FOLLOWED UP FOR COMPLETION BY THE ORGANIZATION'S PRESIDENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS CONDUCTED A REVIEW OF CEO AND OTHER CORPORATE OFFCIERS' SALARIES AND COMPARED THE SALARIES FOR COMPARABLY SIZED ORGANIZATIONS TO DETERMINE A REASONABLE COMPENSATION PACKAGE. THE SALARY REVIEW INCLUDED A COMPENSATION SURVEY AND EVALUATING THE FORM 990 OF OTHER SIMILAR ORGANIZATIONS. THIS REVIEW IS DONE ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII: | ALL W2 WAGES ARE PAID BY THIRD WAY FOR BOTH THE ORGANIZATION AND FOR THIRD WAY INSTITUTE, A RELATED ORGANIZATION. AMOUNTS ARE SPLIT WITH THE RELATED ORGANIZATION BASED ON COST SHARING. |
| FORM 990, PART IX, LINE 11G | COMMISSIONED POLICY RESEARCH: PROGRAM SERVICE EXPENSES 1,385,067. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,385,067. POLICY RESEARCH: PROGRAM SERVICE EXPENSES 2,274,329. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,274,329. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 1,499,985. MANAGEMENT AND GENERAL EXPENSES 38,473. FUNDRAISING EXPENSES 3,000. TOTAL EXPENSES 1,541,458. |
| FORM 990, PART XII, LINE 2C: | THESE PROCESSES HAVE NOT CHANGED SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD WAY INSTITUTE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVE NW STE 501 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260535276 | EIN |
| Primary Activities | SEE PART VII | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD WAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THIRD WAY INSTITUTE | ||
| C | $19,809,000 | COST |
| THIRD WAY INSTITUTE | ||
| O | $148,600 | COST |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: | FormAndLineReferenceDesc |
| Explanation | TO SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES THAT ADVANCE CENTRIST SOLUTIONS. | ExplanationTxt |