2023-05-15T08:44:29-05:00 2022-12-31 521853933 JM&M 1730 RHODE ISLAND AVE NW SUITE 800 WASHINGTON DC 20036 990 2022-01-01 201734070 THIRD WAY THIR 2023841700 1025 CONNECTICUT AVE NW 400 WASHINGTON DC 20036 STEVE DIETERLE CURRENT CFO 2023841700 2023-05-15 1 STEVE DIETERLE 999009999 1 MEENA BISHNOI P01480769 2022963306 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JONATHAN COWAN 1025 CONNECTICUT AVE NW 400 WASHINGTON DC 20036 33337882 0 X WWW.THIRDWAY.ORG X 2004 DC TO RESEARCH AND DEVELOP CENTRIST POLICY IDEAS. 35 34 88 34 0 0 22930652 27397835 0 0 1203061 24932 0 0 24133713 27422767 174504 320528 0 0 7292965 8506316 60150 145000 174664 10867650 14123590 18395269 23095434 5738444 4327333 46405531 48609569 3903307 8226347 42502224 40383222 X TO RESEARCH AND DEVELOP CENTRIST POLICY IDEAS. 0 0 14111063 92528 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 THE CLIMATE AND ENERGY PROGRAM'S MISSION IS TO USE FEDERAL INVESTMENT AND AN INNOVATION-FIRST STRATEGY TO USE EVERY LOW AND ZERO-CARBON RESOURCE TO MAKE AMERICAN ENERGY AFFORDABLE, RELIABLE, SECURE, AND CLEAN. WITH THE PASSAGE OF THE INFLATION REDUCTION ACT, 2022 WAS A TRANSFORMATIVE YEAR FOR BOTH THE UNITED STATES' CLEAN ENERGY AND CLIMATE POLICY AS WELL AS OUR PROGRAM. WE DID THIS BY 1) CHANGING THE NARRATIVE, 2) CREATING A MOVEMENT, AND 3) TURNING IDEAS INTO LAW. CHANGING THE NARRATIVE: WE SHIFTED THE CONVERSATION AWAY FROM A 'RENEWABLES ONLY' APPROACH TO CLIMATE BY: ADVOCATING FOR THE DEVELOPMENT AND DEPLOYMENT OF EACH AND EVERY TECHNOLOGY THAT HAS POTENTIAL TO COMBAT CLIMATE CHANGE; BRINGING TECHNOLOGIES THAT ARE OFTEN IGNORED TO THE FOREFRONT OF THE CONVERSATION; MAKING THE EVIDENCE-BASED CASE FOR TECHNOLOGIES BY CONVEYING THEIR POTENTIAL FOR GROWTH; AND ENGAGING WITH KEY MEDIA OUTLETS TO ENSURE OUR NARRATIVE REACHES A DIVERSE AUDIENCE.CREATING A MOVEMENT: WE CONSTRUCTED AN INFORMAL COALITION OF PARTNERS BY: IDENTIFYING ORGANIZATIONS WORKING ON SIMILAR PRIORITIES IN THE CLIMATE AND ENERGY REALM; COVERING A BROAD IDEOLOGICAL SPECTRUM OF ORGANIZATIONS FROM CENTER-LEFT TO CENTER-RIGHT; AND ALIGNING ON PRIORITIES IN ORDER TO OVERCOME POLITICAL HURDLES AND MAKE MORE HEADWAY AS A COALITION. TURNING IDEAS INTO LAW: WE CEMENTED OUR APPROACH TO CLIMATE AND ENERGY INTO LAW BY: DEVELOPING THE FOUNDATIONAL BLUEPRINT OF THE INFLATION REDUCTION ACT BY FILLING IN POLICY GAPS AND EDUCATING POLICYMAKERS; BUILDING POLICYMAKER SUPPORT FOR CLIMATE AND ENERGY POLICY THAT GENERATES ECONOMIC GROWTH AND OPPORTUNITY; AND CONDUCTING ANALYSIS THAT DEMONSTRATES THE INFRASTRUCTURE AND JOB BENEFITS TO EMBRACING A TECHNOLOGY FORWARD APPROACH. 4487187 13000 SOCIAL POLICY AND POLITICSIN 2022, THE SOCIAL POLICY, EDUCATION & POLITICS PROGRAM FOCUSED ON 1) UNDERSTANDING THE PERSPECTIVES AND PRIORITIES OF AMERICAN VOTERS AND ANALYZING THE DIFFERENCES IN THEIR APPROACHES TO THE MOST SALIENT POLITICAL ISSUES BASED ON EDUCATION LEVEL, GEOGRAPHY, AND OTHER KEY DEMOGRAPHIC DISTINCTIONS, 2) OFFERING A COMPREHENSIVE FEDERAL COLLEGE QUALITY AGENDA THAT SHIFTS FOCUS FROM COST TO VALUE AMONG POLICYMAKERS, THE PRESS, AND OTHER INFLUENCERS AND 3) ADDRESSING THREATS ON CONTENTIOUS SOCIAL ISSUES AND ASSISTING POLICYMAKERS IN TALKING ABOUT THESE ISSUES IN A WAY THAT HAS BROAD APPEAL. UNDERSTANDING AMERICAN VOTERS ON KEY ISSUES: OUR POLITICS TEAM DOVE DEEPLY INTO A VARIETY OF DATA SOURCES AND RESEARCH PROJECTS TO HELP POLICYMAKERS BETTER UNDERSTAND THE VOTERS THEY PURPORT TO REPRESENT ON THE KEY ISSUES UNDER DISCUSSION INSIDE THE BELTWAY, INCLUDING BY: UTILIZING CATALIST VOTER FILE DATA AND OTHER ELECTORAL DATA SOURCES TO DRAFT REPORTS ANALYZING AND EXPLAINING THE AMERICAN ELECTORATE AND DIFFERENCES ACROSS DEMOGRAPHIC CATEGORIES, STATES, AND DISTRICTS; CONDUCTING QUALITATIVE AND QUANTITATIVE PUBLIC OPINION RESEARCH TO BETTER UNDERSTAND WHAT CRITICAL VOTER GROUPS PRIORITIZE, HOW THEY THINK ABOUT CURRENT ISSUES UNDER DEBATE, AND WHAT THEY WANT FROM CANDIDATES AND POLICYMAKERS; TRACKING HOW FAR-LEFT CANDIDATES PERFORM COMPARED TO THOSE CARRYING A MORE MAINSTREAM AGENDA, TO MAKE THE CASE THAT MAINSTREAM IDEAS HAVE BROADER APPEAL WITH AMERICAN VOTERS; ANDBUILDING OUT AN EVIDENCE-BACKED CAMPAIGN SHOWING THAT RUNNING A WELL-FINANCED THIRD-PARTY PRESIDENTIAL CANDIDATE POSES A THREAT TO THE DEMOCRATIC COALITION AND WOULD BE A BOOST FOR DONALD TRUMP OR A TRUMP ACOLYTE. SHIFTING THE FOCUS IN HIGHER EDUCATION FROM COST TO VALUE: OUR EDUCATION TEAM WORKED TO BUILD THE ADVOCACY AND POLICY INFRASTRUCTURE TO PUSH FOR ACTIONABLE POLICY SOLUTIONS THAT HELP STUDENTS AND TAXPAYERS GET A GREATER RETURN ON THEIR HIGHER EDUCATION INVESTMENT AT THE FEDERAL LEVEL. OUR WORK ENSURED THAT FEDERAL POLICYMAKERS KNOW THEY CANNOT ADDRESS THE MYRIAD OF PROBLEMS IN OUR HIGHER EDUCATION SYSTEM WITHOUT TAKING SIGNIFICANT STEPS TO IMPROVE QUALITY, ACCOUNTABILITY, AND VALUE. THIS INCLUDED: CONDUCTING PUBLIC OPINION RESEARCH TO UNDERSTAND HOW AMERICANS ACROSS THE IDEOLOGICAL SPECTRUM THINK ABOUT QUALITY IN THE HIGHER EDUCATION CONTEXT AND DEMONSTRATE THE BROAD SUPPORT FOR INCREASED ACCOUNTABILITY IN OUR HIGHER EDUCATION SYSTEM; PRODUCING EASY-TO-UNDERSTAND TRANSLATORS, INFOGRAPHICS, VIDEOS, AND REPORTS ANALYZING PUBLICLY AVAILABLE DATA ABOUT STUDENT OUTCOMES IN HIGHER EDUCATION, CALLING ATTENTION TO THE NEED TO IMPROVE THOSE OUTCOMES AND INCREASE THE RETURN ON INVESTMENT FOR BOTH STUDENTS AND TAXPAYERS IN HIGHER EDUCATION; HOSTING VIRTUAL EVENTS AND DEPLOYING DIGITAL MEDIA CAMPAIGNS TO DEMYSTIFY COMPLICATED TOPICS IN HIGHER EDUCATION AND HIGHLIGHT THE NEED FOR NEW POLICY SOLUTIONS THAT INCENTIVIZE HIGHER EDUCATION INSTITUTIONS TO FOCUS ON IMPROVING STUDENT OUTCOMES; AND MAKING OUR CASE AGAINST THE ADMINISTRATION'S PROPOSAL FOR FEDERAL STUDENT LOAN CANCELLATION THROUGH A SERIES OF ADVOCACY EFFORTS, PUBLIC AND PRIVATE PRODUCTS, MEDIA OUTREACH, AND MORE. ADDRESSING THREATS ON SOCIAL ISSUES: WE REMAINED COMMITTED TO ADDRESSING THREATS TO AMERICAN VALUES AND VULNERABLE POPULATIONS ON KEY SOCIAL AND CULTURAL ISSUES. WE EMPLOYED VARIOUS TACTICS TO MAKE PROGRESS ON IMMIGRATION, GUN SAFETY, LGBT RIGHTS, REPRODUCTIVE RIGHTS, AND COMMUNITY-BASED POLICING REFORM. THIS INCLUDED: DRAFTING AND RELEASING MEMOS THAT EXPLAIN THE MAJOR SUPREME COURT CASES THAT COULD IMPACT SOCIAL POLICY IN ADVANCE OF THEIR DECISION BY THE COURT, IN PARTICULAR THE FUTURE OF REPRODUCTIVE RIGHTS IN AMERICA FOLLOWING THE REVERSAL OF ROE V. WADE; CRAFTING COMMON-SENSE PROPOSALS FOR EXECUTIVE ACTION ON GUN SAFETY, CRIME, REPRODUCTIVE RIGHTS, AND OTHER ISSUES THAT ARE STALLED IN THE CURRENT CONGRESS; ANALYZING AND PRODUCING PUBLIC REPORTS ON IMMIGRATION TOPICS THAT ARE UNDER DISCUSSION AT THE STATE AND FEDERAL LEVEL, INCLUDING POLICY CHANGES DURING THE PANDEMIC, PROPOSED CHANGES TO ASYLUM LAW, AND EFFORTS TO PROTECT THE DREAMER, AGRICULTURAL WORKER, AND TEMPORARY PROTECTED STATUS POPULATIONS; CONDUCTING PUBLIC OPINION RESEARCH TO BETTER UNDERSTAND HOW THE POLITICAL SENSITIVITIES AND MESSAGING THAT RESONATES WITH VOTERS FOR TRANSGENDER YOUTH; AND HIGHLIGHTING THE POLICY PROGRESS MADE BY STATES ACROSS THE COUNTRY (RED, PURPLE, AND BLUE) ON POLICING REFORM AND OFFERING PROPOSALS THAT COULD HELP POLICYMAKERS BRIDGE THE DIVIDE TO PASS REFORMS AT THE FEDERAL LEVEL. 2295191 215000 ECONOMICS PROGRAM IN 2022, OUR ECONOMIC PROGRAM FOCUSED ON THREE CORE AREAS: 1) ADVANCING A HEALTH CARE AGENDA THAT FOCUSES ON AFFORDABILITY, 2) ADVANCING THE CASE FOR A NEW CONTRACT ON WORK FOR AMERICAN WORKERS, AND 3) LAUNCHING A NEW EFFORT ON ENTREPRENEURIAL EQUITY. HEALTH CARE AFFORDABILITY: AS POLICYMAKERS GRAPPLED WITH HOW TO ADDRESS LARGE COSTS THROUGHOUT THE HEALTH CARE SYSTEM, OUR TEAM PROVIDED EXTENSIVE ANALYSIS AND POLICY DEVELOPMENT. WORK INCLUDED: DEVELOPING POLICY ON HOW TO IMPROVE CANCER CARE AND LOWER COSTS; DEVELOPING ANALYSIS AROUND WHY THERE IS INEQUITY THROUGHOUT THE AMERICAN HEALTH CARE SYSTEM; CONDUCTING EXTENSIVE ANALYSIS OF THE FAMILY GLITCH, WHICH LEAVES MIDDLE- AND LOW-INCOME FAMILIES WITH EMPLOYMENT-BASED COVERAGE EXPOSED TO HIGH INSURANCE PREMIUMS, AS WELL AS THE IMPACT OF A COST CAP ON FAMILIES.NEW CONTRACT ON WORK: AS POLICYMAKERS LOOK TOWARD A POST-COVID ECONOMY, THERE IS SIGNIFICANT DEMAND FOR ANALYSIS AND POLICY SOLUTIONS TO ENSURE THAT WORK IN THIS NEW ERA LEADS TO A GOOD LIFE AND ECONOMIC OPPORTUNITY IS AVAILABLE TO ALL. WORK INCLUDED: BUILDING A SERIES OF POLICY IDEAS TO EXPAND WORKFORCE DEVELOPMENT AND SKILLS TRAINING THROUGH REAUTHORIZATION OF THE WORKFORCE INNOVATION AND OPPORTUNITY ACT; ANALYZING THE EFFECT OF INFLATION ON AMERICAN FAMILIES AND DEVELOPING POLICY SOLUTIONS TO REDUCE INFLATIONARY PRESSURE; DEVELOPING AN EXPLAINER ON HOW GIG WORKERS ARE CURRENTLY PROTECTED AT THE STATE AND INTERNATIONAL LEVELS; RESEARCHING HOW REDUCING THE RED TAPE AROUND SUPPLY CHAINS COULD CREATE MORE JOBS IN THE UNITED STATES.ENTREPRENEURIAL EQUITY: ENTREPRENEURIAL SUCCESS IS ONE OF THE GREATEST DRIVERS OF WEALTH CREATION AND MUST BE AT THE CENTER OF ANY NATIONAL EFFORT TO CREATE RACIAL EQUITY AND EXPAND ECONOMIC OPPORTUNITY. YET, RIGHT NOW, THERE ARE FAR TOO FEW FEMALE AND MINORITY ENTREPRENEURS. TO FUNDAMENTALLY CHANGE THAT AND CREATE A POST-PANDEMIC ECONOMY THAT IS STRONGER AND MORE EQUITABLE, THIRD WAY AND THE NATIONAL URBAN LEAGUE LAUNCHED THE ALLIANCE FOR ENTREPRENEURIAL EQUITY. WORK INCLUDED: CONDUCTING EXTENSIVE RESEARCH UNPACKING ENTREPRENEURIAL EQUITY, FROM LOOKING AT WHY MINORITY BORROWERS CAN'T ACCESS LENDING CAPITAL TO THE DEARTH OF OPPORTUNITY FOR MINORITY CONTRACTING; AMPLIFYING OUR RESEARCH AND POINT OF VIEW THROUGHOUT LEADING MEDIA OUTLETS, INCLUDING THE WASHINGTON POST, CNN, BLOOMBERG, AXIOS, AND MORE; CONVENING AND EDUCATING LEADERS THROUGHOUT THE POLICYMAKING ECOSYSTEM ON THE NEED FOR ENTREPRENEURIAL EQUITY AND SPECIFIC BARRIERS THAT MUST BE ADDRESSED. 736494 NATIONAL SECURITY PROGRAMIN 2022, THE NATIONAL SECURITY PROGRAM HAD THREE MAIN THRUSTS 1) LAUNCHING THE US-CHINA DIGITAL WORLD ORDER INITIATIVE WHICH IS DESIGNED TO EDUCATE POLICYMAKERS ON CHINA'S GOALS FOR DIGITAL WORLD SUPREMACY, 2) NARROWING THE CYBER ENFORCEMENT GAP WITH AN EMPHASIS ON SPYWARE, AND 3) EDUCATING STAKEHOLDERS ON NAVIGATING NATIONAL SECURITY ISSUES.US-CHINA DIGITAL WORLD ORDER INITIATIVE: WE SUCCESSFULLY LAUNCHED THE PROGRAM WITH A MAJOR PUBLIC EVENT, THE RELEASE OF A PAPER AND THE ESTABLISHMENT OF AN ADVISORY BOARD. THROUGHOUT THE YEAR WE RELEASED ADDITIONAL PRODUCTS, HELD EVENTS OPEN TO POLICYMAKERS, PRESS AND PUBLIC, ATTENDED CONVENINGS AND GREW THE BOARD. OUR WORK: EDUCATED THE PUBLIC AND POLICYMAKERS ON THE NATIONAL SECURITY STAKES OF PREVAILING AGAINST CHINA AND ITS PLAN TO SURPASS THE US WITH DIGITAL GLOBAL SUPREMACY; HIGHLIGHTED THE NATIONAL SECURITY THREATS OF CHINA'S CAPABILITIES IN MASS SURVEILLANCE, RELENTLESS CENSORSHIP, AND AUTOMATED DISINFORMATION OPERATIONS; MADE THE CASE THAT A DIGITAL PRO-DEMOCRACY MODEL IS NEEDED TO COMPETE AGAINST THE ONGOING PROLIFERATION OF CHINA'S DIGITAL AUTOCRACY MODEL; HOSTED EVENTS AND MEETINGS TO HIGHLIGHT THE SERIOUS CONSEQUENCES IF CHINA PREVAILS IN CONTROLLING AND SETTING INTERNATIONAL NORMS AND STANDARDS IN THE DIGITAL AND CYBER SPACE; AND COLLABORATED WITH DOMESTIC AND INTERNATIONAL ORGANIZATIONS TO PERFORM RESEARCH AND DEVELOP A COALITION DEDICATED TO THIS EFFORT.CYBER ENFORCEMENT: IN 2022, OUR TEAM ADVANCED THIRD WAY'S POLICY IDEAS TO REDUCE THE CYBER ENFORCEMENT GAP, INCLUDING: WORKED WITH THE ADMINISTRATION AND CONGRESS TO IDENTIFY THE AUTHORITIES AND RESOURCES TO NEEDED TO EXECUTE SPECIFIC RECOMMENDATIONS TO COMBAT CYBER CRIME; RESEARCHED POLICY IDEAS ON HOW TO ADDRESS THE ROLE OF CRYPTOCURRENCY IN ENABLING THE RISE OF CYBER CRIME; AND RAISED PUBLIC AWARENESS ON THE IMPORTANCE OF CYBER ENFORCEMENT THROUGH MEDIA ENGAGEMENT AND PODCASTS.NATIONAL SECURITY EDUCATIONAL EFFORTS: OUR EDUCATIONAL EFFORTS ON NATIONAL SECURITY INCLUDED: EDUCATING A VARIETY OF STAKEHOLDERS ON HOW TO SUCCESSFULLY NAVIGATE NATIONAL SECURITY ISSUES IN THE CURRENT POLITICAL CLIMATE; AND HOLDING DISCUSSIONS WITH ALLIES AND KEY INFLUENCERS TO GAIN THEIR PERSPECTIVES ABOUT SHAPING EFFECTIVE MESSAGING ON TOP NATIONAL SECURITY ISSUES. 736494 21629935 0 1 1 1 0 0 0 0 0 1 1 0 1 1 1 0 1 0 1 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 62 0 1 88 1 0 0 0 0 1 1 0 0 0 X 35 34 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BRENDA BETHEA 2023841700 1025 CONNECTICUT AVE NW 400 WASHINGTON DC 20036 X JOHN L VOGELSTEIN BOARD CHAIR 3.00 X X 0 0 0 GEORGETTE BENNETT TRUSTEE 2.00 X 0 0 0 WILLIAM BUDINGER TRUSTEE 2.00 X 0 0 0 DAVID COULTER TRUSTEE 2.00 X 0 0 0 WILLIAM DALEY TRUSTEE 2.00 X 0 0 0 JOHN DYSON TRUSTEE 2.00 X 0 0 0 ROBERT DYSON TRUSTEE 2.00 X 0 0 0 MIKE EDWARDS TRUSTEE 2.00 X 0 0 0 ANDREW FELDSTEIN TRUSTEE 2.00 X 0 0 0 BRIAN FRANK TRUSTEE 2.00 X 0 0 0 DAVID GREENWALD TRUSTEE UNTIL DEC. 2022 2.00 X 0 0 0 DAVID HELLER TRUSTEE 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 DEREK KIRKLAND TRUSTEE 2.00 X 0 0 0 DANIEL LEWIS 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 DAVID HORVITZ TRUSTEE 2.00 X 0 0 0 RACHEL PRITZKER TRUSTEE 2.00 X 0 0 0 WILLIAM REEVES TRUSTEE 2.00 X 0 0 0 BERNARD SCHWARTZ TRUSTEE 2.00 X 0 0 0 ALIX BURNS TRUSTEE 2.00 X 0 0 0 CHRISTINE VARNEY TRUSTEE 2.00 X 0 0 0 MARC SPILKER TRUSTEE 2.00 X 0 0 0 TED TRIMPA TRUSTEE 2.00 X 0 0 0 BARBARA MANFREY VOGELSTEIN TRUSTEE 2.00 X 0 0 0 DOUGLAS LAWRENCE TRUSTEE 2.00 X 0 0 0 JOSEPH ZIMLICH TRUSTEE 2.00 X 0 0 0 STEVE BENJAMIN TRUSTEE 2.00 X 0 0 0 BOB GOODMAN TRUSTEE 2.00 X 0 0 0 RAY ROTHROK TRUSTEE 2.00 X 0 0 0 STEVEN GALBRAITH TRUSTEE 2.00 X 0 0 0 JONATHAN COWAN PRESIDENT 36.00 4.00 X X 414937 0 34164 ALISON KAY TRUSTEE AS OF DEC. 2022 2.00 X 0 0 0 GRAVES TOMPKINS TRUSTEE AS OF DEC. 2022 2.00 X 0 0 0 BRENDA BETHEA TREASURER AND CHIEF OPERATING OFFICER 38.00 2.00 X 251386 0 28149 MATTHEW BENNETT SECRETARY AND EXE. VP OF PUBLIC AFFAIRS 38.00 2.00 X 383379 0 39719 JAMES KESSLER EXE. VP OF POLICY 40.00 X 378910 0 40734 CHAD FITZGERALD SR. ADVISOR TO THE PRESIDE 4.00 36.00 X 205445 0 32872 GABRIEL A HORWITZ SVP, ECON PROGRAM 40.00 X 248152 0 26121 LANAE M ERICKSON SR VP FOR SOCIAL POLICY & POLITICS 40.00 X 248240 0 16325 JOSHUA FREED SVP, CLEAN ENERGY 40.00 X 246273 0 31298 EMILY STERNFELD SR. VP OF DEV. & EXTERNAL 40.00 X 208523 0 24681 2585245 0 274063 24 0 1 0 AKPD MESSAGE AND MEDIA 730 NORTH FRANKLIN ST STE 404 CHICAGO IL 60654 PURCHASED PAID MEDIA ON BEHALF OF TW 1000000 GLOBAL STRATEGY GROUP LLC 215 PARK AVE SOUTH 15TH FLOOR NEW YORK NY 10003 PUBLIC OPINION RESEARCH 923775 EVOLVED ENERGY RESEARCH LLC 1125 WEST 37TH AVE DENVER CO 80211 STRATEGIC CONSULTING 795000 BOUNDARY STONE PARTNERS 1001 PENNSYLVANIA AVE SUITE 740S WASHINGTON DC 20004 STRATEGIC CONSULTING 374000 GS STRATEGY GROUP 800 W MAIN STREET STE 1420 BOISE ID 83702 PUBLIC OPINION RESEARCH 324750 15 2939500 18088982 6369353 27397835 318037 318037 5622010 5915115 -293105 -293105 -293105 27422767 0 0 24932 X 253301 253301 67227 67227 1468061 1369711 98318 32 5836170 5204784 617058 14328 227897 201047 26850 458834 398469 57620 2745 515354 457928 57263 163 62216 9478 52738 81234 63727 16895 612 145000 145000 90764 90764 8176038 8085264 90774 3152052 3152052 161689 119985 40304 1400 568950 520947 44014 3989 582291 581366 881 44 238529 205232 28357 4940 499196 490373 8823 241069 233664 6629 776 47641 47139 458 44 STAFF DEVELOPMENT/RECRU 137907 89851 47841 215 REFERENCE MATERIALS 50978 48803 2175 PANTRY SUPPLIES 20343 17629 2433 281 JOB ADS 7095 6528 492 75 5598 5430 148 20 23095434 21629935 1290835 174664 238 238 13037472 11035431 130390 20000 246079 257948 1836250 805021 1277099 1031229 22574624 22447403 4869605 5122853 4270024 8694467 46405531 48609569 1458779 1713273 873514 1816190 1571014 4696884 3903307 8226347 X 42371834 40252832 130390 130390 42502224 40383222 46405531 48609569 4327333 -6446335 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 967930 967930 1 0 0 0 2939500 180311 180311 2939500 -2759189 PART I-A, LINE 1: THE ORGANIZATION SHARES ITS POLICY IDEAS AND ANALYSES AS BROADLY AS POSSIBLE, INCLUDING, IN SOME INSTANCES, TO CANDIDATES AND THEIR STAFF. 1532896 626880 906016 117185 83879 33306 186169 94262 91907 1031229 CERTIFICATES OF DEPOSIT 5122853 F 5122853 DEPOSITS 9452 ACCRUED INTEREST 82564 DUE FROM THIRD WAY INSTITUTE, A RELATED PARTY 5337392 RIGHT OF USE ASSETS 3265059 8694467 OPERATING LEASE LIABILITY 4696884 4696884 X PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES QUADRATURE GRANT FOR CLIMATE AND ENERGY WORK 636293 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 67227 0 1 0 0 0 1 703520 0 703520 EUROPE (INCLUDING ICELAND & GREENLAND) SPONSORSHIP OF A REPORT OF CARBON MANAGEMENT 67227 WIRE 0 1 0 0 0 0 0 0 PART I, LINE 2: CONTRIBUTIONS ARE FOR GENERAL SUPPORT AND MINIMAL MONITORING IS REQUIRED. PART III ACCOUNTING METHOD: X X 1 HOLLY PAGE 7709 CARLTON PLACE MCCLEAN VA 22102 FUNDRAISING CONSULTANT 0 0 180000 -180000 180000 -180000 DC 1 CENTER FOR INNOVATIVE POLICY 1225 I STREET NW SUITE 1100 WASHINGTON DC 20005 020747896 501(C)(4) 10000 0 GENERAL SUPPORT CLEAN ENERGY LEADERSHIP INSTITUTE 426 17TH STREET 700 OAKLAND CA 94612 463102331 501(C)(3) 10000 0 GENERAL SUPPORT FOR ENERGY POLICIES ENERGY FOR GROWTH HUB 1015 15TH STREET NW FLOOR 6 WASHINGTON DC 20005 831609680 501(C)(3) 15301 0 UPDATING MODELING MAPS FOR ADVANCED NUCLEAR AROUND THE WORLD NATIONAL URBAN LEAGUE INC 80 PINE STREET 9TH FLOOR NEW YORK NY 10005 131840489 501(C)(3) 210000 0 DEVELOPING AND SUPPORTING FEDERAL POLICIES THAT DRAMATICALLY INCREASE THE OPPORTUNITY FOR MINORITY AND FEMALE ENTREPRENEURS TO START AND EXPAND SUCCESSFUL BUSINESSES 3 1 PART I, LINE 2: CONTRIBUTIONS ARE FOR GENERAL SUPPORT AND MINIMAL MONITORING IS REQUIRED. X X X X 0 0 0 0 0 0 0 0 0 JONATHAN COWAN PRESIDENT 412388 0 0 0 2549 0 12200 0 21964 0 449101 0 0 0 MATTHEW BENNETT SECRETARY AND EXE. VP OF PUBLIC AFFAIRS 380830 0 0 0 2549 0 12200 0 27519 0 423098 0 0 0 JAMES KESSLER EXE. VP OF POLICY 375346 0 0 0 3564 0 12200 0 28534 0 419644 0 0 0 BRENDA BETHEA TREASURER AND CHIEF OPERATING OFFICER 248837 0 0 0 2549 0 10045 0 18104 0 279535 0 0 0 JOSHUA FREED SVP, CLEAN ENERGY 244804 0 0 0 1469 0 10036 0 21262 0 277571 0 0 0 GABRIEL A HORWITZ SVP, ECON PROGRAM 247535 0 0 0 617 0 10021 0 16100 0 274273 0 0 0 LANAE M ERICKSON SR VP FOR SOCIAL POLICY & POLITICS 247623 0 0 0 617 0 10012 0 6313 0 264565 0 0 0 CHAD FITZGERALD SR. ADVISOR TO THE PRESIDE 204957 0 0 0 488 0 8297 0 24575 0 238317 0 0 0 EMILY STERNFELD SR. VP OF DEV. & EXTERNAL 207945 0 0 0 578 0 8688 0 15993 0 233204 0 0 0 FORM 990, SCHEDULE J, PART II: 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 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 1,524,465. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,524,465. POLICY RESEARCH: PROGRAM SERVICE EXPENSES 3,031,945. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,031,945. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 3,528,854. MANAGEMENT AND GENERAL EXPENSES 90,774. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,619,628. FORM 990, PART XII, LINE 2C: THESE PROCESSES HAVE NOT CHANGED SINCE THE PRIOR YEAR. THIRD WAY INSTITUTE 1025 CONNECTICUT AVE NW STE 501 WASHINGTON DC 20036 260535276 SEE PART VII DE 501(C)(3) LINE 7 THIRD WAY 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 THIRD WAY INSTITUTE C 18088982 COST THIRD WAY INSTITUTE O 368497 COST PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: TO SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES THAT ADVANCE CENTRIST SOLUTIONS.