2022-05-11T08:47:40-05:00 2021-12-31 521853933 JM&M 1730 RHODE ISLAND AVE NW SUITE 800 WASHINGTON DC 20036 990 2021-01-01 201734070 THIRD WAY THIR 2023841700 1025 CONNECTICUT AVE NW 400 WASHINGTON DC 20036 JONATHAN COWAN PRESIDENT 2023841700 2022-05-10 1 JONATHAN COWAN 999009999 MEENA BISHNOI P01480769 2022963306 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JONATHAN COWAN 1025 CONNECTICUT AVE NW 400 WASHINGTON DC 20036 31328323 0 X WWW.THIRDWAY.ORG X 2004 DC TO RESEARCH AND DEVELOP CENTRIST POLICY IDEAS. 34 33 73 33 0 0 18132500 22930652 0 0 255715 1203061 0 0 18388215 24133713 957207 174504 0 0 6942091 7292965 55552 60150 153883 7556737 10867650 15511587 18395269 2876628 5738444 38888126 46405531 5465130 3903307 33422996 42502224 X TO RESEARCH AND DEVELOP CENTRIST POLICY IDEAS. 0 0 9955883 160504 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 CHANGE THE NATIONAL POLICY CONVERSATION AND PUT THE UNITED STATES ON THE FASTEST, FAIREST PATH TO NET-ZERO CARBON EMISSIONS. WE DID THIS IN 2021 BY 1) FILLING POLICY GAPS, 2) BUILDING A COALITION, AND 3) ESTABLISHING A NARRATIVE FOR OUR APPROACH.FILLING CRITICAL POLICY GAPS: WE ESTABLISHED THE NECESSARY TOOLS AND POLICIES, INCLUDING: DEVELOPING A POLICY AGENDA TO ACHIEVE NET-ZERO EMISSIONS BY 2050 THAT TAKES FULL ADVANTAGE OF EVERY ZERO-CARBON TECHNOLOGY, INCLUDING NUCLEAR ENERGY AND CARBON CAPTURE; RAMPING UP GOVERNMENT INVESTMENT IN INNOVATION AND DRIVING THE DEMAND FOR CLEAN ENERGY; AND PRODUCING A THOROUGH ANALYSIS OF THE INFRASTRUCTURE AND JOBS CREATED IN EACH STATE DUE TO KEY FEDERAL CLIMATE POLICIES.BUILDING A COALITION: WE ENSURED THE AGENDA CAN RESONATE AMONG STAKEHOLDERS BY: INCLUDING THE DEMOGRAPHIC, ECONOMIC, AND REGIONAL DIVERSITY WITHIN THE COALITION NECESSARY TO ENACT ROBUST NATIONWIDE POLICY; INCLUDING A WIDE RANGE OF STAKEHOLDERS, ORGANIZATIONS, AND POLICYMAKERS IN OUR RESEARCH AND POLICY DEVELOPMENT; AND FEATURING COALITION PARTNERS IN EDUCATIONAL PRODUCTS AND PUBLIC ACTIVITIES.ESTABLISHING A NARRATIVE: WE CHANGED THE CONVERSATION ON CLIMATE BY: DEVELOPING AND DRIVING A NARRATIVE AND MESSAGING THAT ACCURATELY REPRESENTS OUR VISION OF TECHNOLOGY INCLUSIVITY; COMMUNICATING AND EXPLAINING THE PROBLEM AND EQUITABLE SOLUTIONS PLAINLY AND COMPREHENSIVELY TO POLICYMAKERS AND THE AMERICAN PUBLIC; AND ENLISTING OUR COALITION PARTNERS TO HELP AMPLIFY THIS NARRATIVE THROUGH VIRTUAL EVENTS AND OTHER PUBLIC PLATFORMS. 4076998 10000 SOCIAL POLICY AND POLITICSIN 2021, THE SOCIAL POLICY AND POLITICS PROGRAM FOCUSED ON 1) ANSWERING WHAT A COALITION TO DEFEAT POPULISM MUST LOOK LIKE, 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. WHAT A COALITION DEFEATING POPULISM LOOKS LIKE: OUR POLITICS TEAM WORKED TO ANSWER THIS QUESTION BY:UTILIZING CATALIST VOTER FILE DATA AND OTHER ELECTORAL DATA SOURCES TO DRAFT REPORTS ANALYZING AND EXPLAINING THE AMERICAN ELECTORATE AND DIFFERENCES ACROSS STATES AND DISTRICTS; CONDUCTING QUALITATIVE AND QUANTITATIVE PUBLIC OPINION RESEARCH TO BETTER UNDERSTAND WHAT CRITICAL SUBURBAN VOTERS PRIORITIZE, HOW THEY THINK ABOUT CURRENT ISSUES UNDER DISCUSSION IN WASHINGTON, AND WHAT THEY WANT FROM CANDIDATES AND POLICYMAKERS; AND TRACKING HOW POPULIST CANDIDATES PERFORM COMPARED TO THOSE CARRYING A MORE MAINSTREAM AGENDA. THIS MAKES THE CASE THAT MAINSTREAM IDEAS HAVE BROADER APPEAL.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 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 ACCOUNTABILITY IN HIGHER EDUCATION; AND 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. 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 COUNTER THREATS 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; ANALYZING AND PRODUCING PUBLIC REPORTS ON IMMIGRATION TOPICS THAT ARE UNDER DISCUSSION AT THE STATE AND FEDERAL LEVEL, INCLUDING POLICY CHANGES DURING THE PANDEMIC, ENHANCEMENTS TO BORDER SECURITY, PROPOSALS TO PROTECT THE DREAMER AND TEMPORARY PROTECTED STATUS POPULATIONS, AND EFFORTS TO CUT BOTH LEGAL AND UNDOCUMENTED IMMIGRANTS OFF FROM ACCESS TO ESSENTIAL SERVICES; DRAFTING AND RELEASING MEMOS THAT DEMONSTRATE COMMON-GROUND, SENSIBLE POLICY OPTIONS FOR ADDRESSING GUN VIOLENCE IN OUR COUNTRY, PARTICULARLY MASS SHOOTINGS; AND ANALYZING THE CHALLENGES FACING POLICING REFORM AND CREATING PROPOSALS THAT COULD HELP POLICYMAKERS BRIDGE THE DIVIDE AND MAKE PROGRESS AT THE FEDERAL LEVEL. 1908056 ECONOMICS PROGRAM IN 2021, OUR ECONOMIC PROGRAM FOCUSED ON TWO CORE AREAS: 1) DEVELOPING AN AGENDA TO RESCUE THE ECONOMY AND US HEALTH CARE SYSTEM IN RESPONSE TO THE COVID-19 PANDEMIC, AND 2) ADVANCING A CASE FOR A NEW CONTRACT ON WORK. COVID-19 RECOVERY: AS THE PANDEMIC AND SUBSEQUENT ECONOMIC RECESSION SWEPT ACROSS THE NATION, OUR TEAM MOVED QUICKLY TO UNPACK THE TOLL THE CRISIS WAS HAVING ON THE ECONOMY AS WELL AS DEVELOP A ROBUST AGENDA FOR RECOVERY. OUR WORK INCLUDED: DEVELOPING REGULAR BLOGS THAT ANALYZED ECONOMIC TRENDS TO HELP THE POLICYMAKING COMMUNITY UNDERSTAND THE QUICKLY EVOLVING COVID-19 CRISIS; DESIGNING AN INITIAL FOUR-PART ECONOMIC RESCUE AGENDA THAT DETAILED HOW TO SAVE AMERICAN WORKERS, EMPLOYERS, STATE/LOCAL GOVERNMENTS, AND THE HEALTH CARE SYSTEM; AND CRAFTING A SUBSEQUENT ECONOMIC RESCUE AGENDA OUTLINING 21 KEY AREAS TO ADDRESS TO BOLSTER THE ECONOMY IN 2021.A NEW CONTRACT ON WORK: WE'VE HAD TWO ONCE-IN-A-CENTURY ECONOMIC SHOCKS IN THE LAST 12 YEARS THAT LEVELED THE COUNTRY AND PUT TENS OF MILLIONS OF AMERICANS AT THE BRINK OF RUIN. THESE SHOCKS ALSO LAID BARE WHAT WAS ALREADY APPARENT DURING BETTER TIMES: WE HAVE TWO ECONOMIES IN AMERICA - ONE THAT SUFFICIENTLY REWARDS WORK AND ANOTHER WHERE THE BOND BETWEEN WORK AND A GOOD LIFE HAS GROWN TENUOUS. NONE OF THIS IS ACCIDENTAL OR INEVITABLE; MUCH OF IT IS THE CONSEQUENCE OF A 21ST CENTURY ECONOMY RELYING ON A 20TH CENTURY CONTRACT ON WORK. IN RESPONSE, OUR TEAM RESEARCHED AND ANALYZED WHAT AMERICANS GET FROM WORK - WAGES AND SALARIES, HEALTH CARE, RETIREMENT CONTRIBUTIONS, SKILL ACQUISITION, PAID FAMILY LEAVE, CHILD CARE, AND MORE - AND STARTED TO DEVELOP A DETAILED POLICY AGENDA. WORK INCLUDED: DEVELOPING A COMPREHENSIVE CRITIQUE OF THE CURRENT CONTRACT ON WORK AND DESCRIBING HOW AND WHY IT IS FAILING TO PROVIDE A PATH TO PROSPERITY AND SECURITY FOR MOST AMERICANS; BUILDING POLICIES THAT MODERNIZE THE CONTRACT ON WORK, INCLUDING IDEAS BOOSTING WAGES AND KEEPING WORKERS EMPLOYED DURING DOWNTURNS; AND CONVENING POLICY EXPERTS TO DISCUSS ECONOMIC TRENDS AND STRATEGIES TO CREATE A MODERN CONTRACT ON WORK. 599316 4000 NATIONAL SECURITY PROGRAMIN 2021, THE NATIONAL SECURITY PROGRAM FOCUSED ON 1) NARROWING THE CYBER ENFORCEMENT GAP AND 2) EDUCATING STAKEHOLDERS ON NAVIGATING NATIONAL SECURITY ISSUES. NARROWING THE CYBER ENFORCEMENT GAP: OUR TEAM WORKED TO INCREASE AWARENESS OF THE CYBER ENFORCEMENT GAP (THE BIG GAP IN CYBERCRIME INCIDENTS HITTING THE UNITED STATES VERSUS ACTIONS TAKEN AGAINST THE PERPETRATORS) AND CREATE THE WILL AND POLICY SOLUTIONS TO TIGHTEN IT. THIS INCLUDED: RESEARCHING AND DEVELOPING POLICY RECOMMENDATIONS THAT CREATE CONDITIONS TO MOVE TOWARD REDUCING THE CYBER ENFORCEMENT GAP AND STRATEGICALLY PLAN FOR THE YEARS TO COME; CONVENING WORKING GROUPS OF 40 FORMER US NATIONAL SECURITY OFFICIALS, INDUSTRY, AND EXPERTS TO DEVELOP A ROADMAP OF NEARLY 60 ACTIONS TO BE TAKEN TO BRING PERPETRATORS OF CYBERCRIME TO JUSTICE; HIGHLIGHTING OUR EFFORTS ON THE INTERNATIONAL STAGE THROUGH OUR WORK WITH DIFFERENT GLOBAL NETWORKS; RAISING THE AWARENESS OF THE PUBLIC AND POLICYMAKERS ON THE IMPORTANCE OF CYBER ENFORCEMENT THROUGH MEDIA ENGAGEMENT AND EVENTS; AND CREATING AN INSTITUTION THAT CAN DELIVER APPROPRIATE SOLUTIONS TO CYBER-ENFORCEMENT POLICY CHALLENGES AND ACCOUNT FOR COMPETING VALUES AND TRADE-OFFS.NATIONAL SECURITY EDUCATIONAL EFFORTS: OUR EDUCATIONAL WORK ON THE NATIONAL SECURITY ISSUES INCLUDED: DEVELOPING A COMPREHENSIVE BOOK OF HOT TOPICS IN NATIONAL SECURITY TO ADVISE POLICYMAKERS ON SOME OF THE MOST PRESSING NATIONAL SECURITY PRIORITIES; HOLDING DISCUSSIONS WITH ALLIES AND KEY INFLUENCERS TO GAIN THEIR PERSPECTIVES ON SHAPING THE MESSAGE ON NATIONAL SECURITY IN THE CURRENT LANDSCAPE; AND EDUCATING STAKEHOLDERS, INCLUDING SKEPTICS AND NEUTRAL PARTIES, ON NAVIGATING NATIONAL SECURITY ISSUES. 599316 4000 16540253 0 1 1 1 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 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 80 0 1 73 1 0 0 0 0 1 1 0 0 0 X 34 33 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 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 AS OF JUNE 2021 2.00 X 0 0 0 JONATHAN COWAN PRESIDENT 36.00 4.00 X X 306684 34100 35635 BRENDA BETHEA TREASURER AND CHIEF OPERATING OFFICER 38.00 2.00 X 215515 37600 13447 MATTHEW BENNETT SECRETARY AND EXE. VP OF PUBLIC AFFAIRS 38.00 2.00 X 291581 15500 42996 JAMES KESSLER EXE. VP OF POLICY 40.00 X 302608 0 40612 CHAD FITZGERALD SR. ADVISOR TO THE PRESIDE 4.00 36.00 X 52271 147567 34235 GABRIEL A HORWITZ SVP, ECON PROGRAM 40.00 X 247994 0 29425 LANAE M ERICKSON SR VP FOR SOCIAL POLICY & POLITICS 40.00 X 249773 0 18115 JOSHUA FREED SVP, CLEAN ENERGY 40.00 X 246990 0 35670 EMILY STERNFELD SR. VP OF DEV. & EXTERNAL AFFAIRS 40.00 X 185637 0 21038 2099053 234767 271173 18 0 1 0 GLOBAL STRATEGY GROUP LLC 215 PARK AVE SOUTH 15TH FLOOR NEW YORK NY 10003 PUBLIC OPINION RESEARCH 595665 CMP PARTNERS LLC 850 NEW BURTON ROAD SUITE 201 DOVER DE 19904 DIGITAL MEDIA PRODUCTION 505000 WOMAN WARRIOR LLC 1009 GELSTON CIRCLE MCLEAN VA 22102 STRATEGIC CONSULTING 405000 BOUNDARY STONE PARTNERS 1001 PENNSYLVANIA AVE SUITE 740S WASHINGTON DC 20004 STRATEGIC CONSULTING 327000 EVOLVED ENERGY RESEARCH LLC 1125 WEST 37TH AVE DENVER CO 80211 STRATEGIC CONSULTING 270000 12 3854500 12896432 981741 5197979 22930652 52363 52363 8345308 7194610 1150698 1150698 1150698 24133713 0 0 1203061 X 174504 174504 1241688 1157615 78492 5581 4953084 4335872 558675 58537 193112 169349 21518 2245 477417 424138 39020 14259 427664 383743 43630 291 28191 11724 16467 67950 49522 17384 1044 60150 60150 386349 386349 6280891 6162161 118730 1960099 1951094 9005 143783 90161 52016 1606 671538 620096 46474 4968 603557 594157 7782 1618 57975 56939 980 56 14891 14891 270397 254651 12753 2993 31474 28595 2367 512 TAXES 288468 288468 STAFF DEVELOPMENT/RECRU 33272 33156 93 23 REFERENCE MATERIALS 27780 27590 190 MISCELLANEOUS 1035 295 740 18395269 16540253 1701133 153883 238 238 11708187 13037472 260000 130390 240362 246079 1931904 654805 1491549 1277099 20478916 22574624 4680239 4869605 28635 4270024 38888126 46405531 685399 1458779 2156029 873514 974771 1648931 1571014 5465130 3903307 X 33422996 42371834 130390 33422996 42502224 38888126 46405531 5738444 3340784 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1373061 1373061 1 0 0 0 3854500 90945 90945 3854500 -3763555 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 477949 1054947 399008 176856 222152 1277099 CERTIFICATES OF DEPOSIT 4869605 F 4869605 DEPOSITS 12052 ACCRUED INTEREST 72 DUE FROM THIRD WAY INSTITUTE, A RELATED PARTY 4257900 4270024 DEFERRED RENT 1571014 1571014 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. X X 1 HOLLY PAGE 7709 CARLTON PLACE MCCLEAN VA 22102 FUNDRAISING CONSULTANT 0 0 52500 -52500 52500 -52500 DC 1 NEWDEAL FORUM 233 PENNSYLVANIA AVE SE WASHINGTON DC 20003 273147985 501(C)(4) 150000 0 TO HELP SUPPORT OPERATIONS CLEAN ENERGY LEADERSHIP INSTITUTE 1212 BROADWAY FLOOR 16 OAKLAND CA 94612 463102331 501(C)(3) 10000 0 TO HELP SUPPORT OPERATIONS COLLECTIVE FUTURE 2101 L STREET NW SUITE 800 WASHINGTON DC 20037 823079496 501(C)(4) 10000 0 TO HELP SUPPORT OPERATIONS 1 2 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 304362 34100 0 0 2322 0 10240 1360 21315 2720 338239 38180 0 0 MATTHEW BENNETT SECRETARY AND EXE. VP OF PUBLIC AFFAIRS 289259 15500 0 0 2322 0 11000 600 30196 1200 332777 17300 0 0 JAMES KESSLER EXE. VP OF POLICY 299044 0 0 0 3564 0 11600 0 29012 0 343220 0 0 0 JOSHUA FREED SVP, CLEAN ENERGY 246180 0 0 0 810 0 10010 0 25660 0 282660 0 0 0 GABRIEL A HORWITZ SVP, ECON PROGRAM 247610 0 0 0 384 0 10020 0 19405 0 277419 0 0 0 LANAE M ERICKSON SR VP FOR SOCIAL POLICY & POLITICS 249427 0 0 0 346 0 10000 0 8115 0 267888 0 0 0 BRENDA BETHEA TREASURER AND CHIEF OPERATING OFFICER 213193 37600 0 0 2322 0 8500 1500 487 2960 224502 42060 0 0 CHAD FITZGERALD SR. ADVISOR TO THE PRESIDE 51695 147567 0 0 576 0 2050 6200 13585 12400 67906 166167 0 0 EMILY STERNFELD SR. VP OF DEV. & EXTERNAL AFFAIRS 185291 0 0 0 346 0 7570 0 13468 0 206675 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 935,631. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 935,631. COMMISSIONED PUBLIC OPINION RESEARCH: PROGRAM SERVICE EXPENSES 1,558,275. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,558,275. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 3,668,255. MANAGEMENT AND GENERAL EXPENSES 118,730. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,786,985. 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 12896432 COST THIRD WAY INSTITUTE O 258900 COST PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: TO SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES THAT ADVANCE CENTRIST SOLUTIONS.