2020-07-01T16:19:05-05:00 2019-12-31 521853933 JONES MARESCA & MCQUADE PA 1730 RHODE ISLAND AVE NW SUITE 800 WASHINGTON DC 20036 990 2019-01-01 201734070 THIRD WAY THIR 2023841700 1025 CONNECTICUT AVE NW NO 400 WASHINGTON DC 20036 JONATHAN COWAN PRESIDENT 2023841700 2020-07-01 1 DAVID JONES P01361002 2022963306 2020-07-01 64.88.174.3 2020-07-01 07:42:06 ED P 6B9FE56E4086D3ADC6C976C35A5A228342CCA799 3C3155FC485199F728C980AB5EC5DB38AD63B029 2019 2021-04-22 16:20:28Z JONATHAN COWAN 1025 CONNECTICUT AVE NW NO 400 WASHINGTON DC 20036 20409112 0 X WWW.THIRDWAY.ORG X 2004 DC TO RESEARCH AND DEVELOP CENTRIST POLICY IDEAS. 29 28 83 31 0 0 2966860 15659266 0 0 285493 505324 0 534 3252353 16165124 25670 55000 0 0 6083282 6532918 122000 64722 374285 4939508 7350199 11170460 14002839 -7918107 2162285 24868933 29348907 2201809 2083285 22667124 27265622 X TO RESEARCH AND DEVELOP CENTRIST POLICY IDEAS. 0 0 4939202 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.SOCIAL POLICY AND POLITICSIN 2019, THE SOCIAL POLICY AND POLITICS PROGRAM CONTINUED ITS FOCUS ON 1) ANSWERING WHAT A COALITION TO DEFEAT RIGHT-WING POPULISM MUST LOOK LIKE, 2) OFFERING A COMPREHENSIVE FEDERAL COLLEGE QUALITY AGENDA THAT SHIFTS FOCUS AMONG MEMBERS OF CONGRESS, THE PRESS, AND OTHER INFLUENCES FROM COST TO VALUE, AND 3) ADDRESSING THREATS TO THE PROGRESS WE HAVE MADE ON SOCIAL ISSUES AND ASSISTING MODERATE POLICY MAKERS IN HOW TO HANDLE THESE ISSUES IN A PRAGMATIC PROGRESSIVE WAY THAT REFLECTS THE VALUES OF THEIR CONSTITUENTS. IDENTIFYING A COALITION THAT CAN VANQUISH RIGHT-WING POPULISM: OUR POLITICS TEAM WORKED TO ANSWER THIS QUESTION BY: UTILIZING ELECTION AND PUBLIC OPINION DATA TO DRAFT REPORTS ANALYZING AND EXPLAINING THE AMERICAN ELECTORATE AND DIFFERENCES ACROSS STATES AND DISTRICTS; CONDUCTING QUARTERLY RESEARCH ON 2020 DEMOCRATIC PRIMARY VOTERS TO SHOW THAT THESE VOTERS WANT THE PRESIDENTIAL CANDIDATES TO RUN ON MAINSTREAM ISSUES FOCUSED ON TACKLING BIG PROBLEMS AND DELIVERING TANGIBLE RESULTS-NOT TO COUNTER RIGHT-WING POPULISM WITH LEFT-WING POPULISM; CONDUCTING RESEARCH TO BETTER UNDERSTAND MODERATES, INDEPENDENTS, AND OTHER AMERICANS WHO DO NOT IDENTIFY ON THE IDEOLOGICAL POLES AND RELEASE REPORTS ABOUT THEIR WORLDVIEW, PRIORITIES, AND APPROACHES TO KEY ISSUES; AND ADVOCATING TO ELIMINATE CAUCUSES AND CLOSED PRIMARIES AND ENACT OTHER ELECTORAL REFORMS ENSURE OUR SYSTEM OF GOVERNMENT IS MORE REPRESENTATIVE OF THE ENTIRE COUNTRY, NOT JUST THE IDEOLOGICAL FRINGES.SHIFTING THE FOCUS IN HIGHER EDUCATION FROM COST TO VALUE: TOO OFTEN THE DEBATE IN HIGHER EDUCATION IS FOCUSED ON STICKER PRICE AND NOT THE VALUE INSTITUTIONS PROVIDE TO THEIR STUDENTS-WHICH IS WHY OUR FOCUS WAS AND IS TO SHIFT THE NATIONAL CONVERSATION AND ENSUING POLICY PROPOSALS AWAY FROM SOLELY REDUCING THE PRICE OF COLLEGE TOWARDS IMPROVING STUDENT OUTCOMES. TO THIS END, OUR HIGHER EDUCATION TEAM'S EFFORTS INCLUDED: CONDUCTING PUBLIC OPINION RESEARCH TO UNDERSCORE THAT VOTERS ON BOTH SIDES OF THE AISLE WANT GREATER ACCOUNTABILITY IN HIGHER EDUCATION AND ADDITIONAL GUARDRAILS TO ENSURE STUDENTS AND TAXPAYERS GET A RETURN ON THEIR INVESTMENT. PRODUCING EASY-TO-UNDERSTAND TRANSLATORS, INFOGRAPHICS, VIDEOS, AND REPORTS ANALYZING PUBLICLY-AVAILABLE DATA ABOUT STUDENT OUTCOMES IN HIGHER EDUCATION, CALLING ATTENTION TO THE NEED FOR CONGRESS TO INCREASE ACCOUNTABILITY IN HIGHER EDUCATION, AND PROPOSING POLICY CHANGES TO IMPROVE OUTCOMES; AND HOSTING PUBLIC EVENTS TO DEMYSTIFY COMPLICATED TOPICS IN HIGHER EDUCATION IN ORDER TO HIGHLIGHT THE NEED FOR NEW POLICY SOLUTIONS THAT INCENTIVIZE HIGHER EDUCATION INSTITUTIONS TO FOCUS ON IMPROVING STUDENT OUTCOMES. PROTECTING PROGRESS ON SOCIAL ISSUES: WE REMAIN COMMITTED TO ADDRESSING THREATS TO THE PROGRESS OUR COUNTRY HAS MADE ON SOCIAL ISSUES IN RECENT YEARS. TO THAT END, WE EMPLOYED A VARIETY OF TACTICS TO ADVANCE PRAGMATIC PROGRESSIVE LEGISLATIVE PROPOSALS AND TO HINDER ADMINISTRATION AND CONGRESSIONAL THREATS ON IMMIGRATION, GUN SAFETY, LGBT RIGHTS, AND REPRODUCTIVE FREEDOM WHICH INCLUDED: CONDUCTING PUBLIC OPINION RESEARCH TO UNDERSTAND AMERICANS' VIEWS TOWARDS IMMIGRANTS, OUR IMMIGRATION SYSTEM, AND BORDER SECURITY, PARTICULARLY WITH REGARDS TO MIGRATION AT THE SOUTHERN BORDER AND THE ASYLUM PROCESS; ANALYZING AND PRODUCING PUBLIC REPORTS AND POLICY RECOMMENDATIONS ON IMMIGRATION TOPICS THAT ARE UNDER DISCUSSION AT THE STATE AND FEDERAL LEVEL, INCLUDING REFORMS TO IMMIGRATION AND CUSTOMS ENFORCEMENT, BORDER SECURITY, ASYLUM POLICY, AND PROPOSALS TO PROTECT THE DREAMER AND TEMPORARY PROTECTED STATUS POPULATIONS; AND DRAFTING AND RELEASING PRODUCTS THAT LAID OUT POLICY OPTIONS FOR ADDRESSING GUN VIOLENCE IN OUR COUNTRY, IN PARTICULAR MASS SHOOTINGS. 3817081 CLIMATE AND ENERGY THE CLIMATE AND ENERGY PROGRAM, IN ITS MISSION TO CHANGE THE NATIONAL POLICY CONVERSATION AND PUT THE UNITED STATES ON THE FASTEST, FAIREST PATH TO NET-ZERO CARBON EMISSIONS BY FOCUSING ON 1) FILLING POLICY GAPS, 2) BUILDING A COALITION TO SUPPORT THESE POLICIES, AND 3) ESTABLISHING OUR NARRATIVE.FILLING CRITICAL POLICY GAPS: WE NEEDED TO ESTABLISH WHAT POLICIES WERE NEEDED, AND DEVELOP TOOLS TO FILL THOSE GAPS. TO DO THIS, OUR TEAM'S WORK INCLUDED: CONDUCTING AN INTERNAL-ONLY SURVEY OF THE FRAMEWORK OF NATIONAL POLICIES, IN ADDITION TO A PRICE ON CARBON THAT THE UNITED STATES SHOULD USE TO ACHIEVE NET-ZERO EMISSIONS BY 2050; PUBLISHING A DOZEN PAPERS AND DIGITAL PRODUCTS. THIS INCLUDED THREE PAPERS THAT DEFINED THE CLIMATE CHALLENGE BEFORE US, IDENTIFIED THE SOURCES OF THE PROBLEM, AND A CALL TO ACTION ON A NATIONAL CLIMATE PLAN; AND PUSHING THE CLIMATE CONVERSATION BEYOND THE OFTEN-DISCUSSED POWER SECTOR TO INCLUDE OTHER IMPORTANT SOURCES OF EMISSIONS LIKE MANUFACTURING BY USING EVENTS AND WRITTEN PRODUCTS.BUILDING A DIVERSE COALITION TO SUPPORT THESE POLICIES: WE NEED THE SUPPORT OF A BROAD RANGE OF ALLIES SO OUR POLICIES CAN SUCCEED. TO ENSURE THIS OUR EFFORTS INCLUDED: DEEPENING OUR RELATIONSHIPS WITH A BROAD SET OF EXTERNAL ALLIES THAT NOW SUPPORT OUR 0X50, OR SIMILAR, OBJECTIVE INCLUDING AN EMPHASIS ON INNOVATION. CLEAN AIR TASK FORCE (CATF), ENVIRONMENTAL DEFENSE FUND (EDF), AND WORLD RESOURCES INSTITUTE (WRI) HAVE BEEN INSTRUMENTAL IN THIS SUCCESS, COORDINATING WITH US ON PRIVATE BRIEFINGS, EVENTS, AND ENGAGEMENT WITH TARGETED ORGANIZATIONS; AND WORKING WITH A VARIETY OF LABOR UNIONS, THE BLUEGREEN ALLIANCE, AND COMPANIES.ESTABLISH A CLEAR NARRATIVE FOR OUR APPROACH: TO CHANGE THE CONVERSATION ON CLIMATE, THE WORK BY US AND OUR PARTNERS INCLUDED: ESTABLISHING 0X50 AS THE STANDARD BY PUBLISHING REPORTS, AND MEMOS, WAGING A CONCERTED EARNED MEDIA CAMPAIGN, AND HOLDING BOTH PUBLIC AND PRIVATE EVENTS; AND HELPING MAKE A FUNDAMENTAL SHIFT AWAY FROM 100% RENEWABLES AS THE COMMONLY-EMBRACED TACTIC FOR ADDRESSING CLIMATE CHANGE TO A MORE EFFECTIVE TECHNOLOGY-INCLUSIVE APPROACH. 2317365 55000 ECONOMICS PROGRAM IN 2019, OUR ECONOMIC PROGRAM FOCUSED ON TWO CORE AREAS: 1) SOWING DOUBT ABOUT SOME OF THE MOST IDEOLOGICALLY EXTREME POLICIES IN THE PUBLIC DEBATE TO MAKE SPACE FOR A MODERN AGENDA, AND 2) PROVIDING THE INTELLECTUAL FOUNDATION THAT POLICYMAKERS USE TO ADDRESS THE CONCENTRATION OF ECONOMIC OPPORTUNITY.SOWING DOUBT: ONE OF THE BARRIERS TO ADVANCING A MODERN ECONOMIC AGENDA ARE ENTRENCHED IDEOLOGICAL POSITIONS. THUS, OUR WORK SOWED DOUBT ABOUT SOME OF THE MOST FAR-FLUNG POLICY POSITIONS TAKING ROOT IN AN ATTEMPT TO MAKE SPACE IN THE POLITICAL DEBATE FOR AN AGENDA THAT GIVES MORE PEOPLE THE OPPORTUNITY TO EARN. THIS INCLUDED: PRODUCING A SERIES OF PRODUCTS THAT EXAMINE POPULIST IDEAS SUCH AS A SINGLE PAYER HEALTH CARE SYSTEM, A FEDERAL JOBS GUARANTEE, AND MODERN MONETARY THEORY; AND CONDUCTING EXTENSIVE EDUCATIONAL OUTREACH WITH THOUGHT LEADERS ON THE SUBSTANTIVE AND POLITICAL ISSUES SURROUNDING THESE IDEOLOGICAL PROPOSALS.INTELLECTUAL FOUNDATION FOR ECONOMIC OPPORTUNITY: OUR TEAM CONTINUED TO DEVELOP DETAILED ANALYSIS OF THE OPPORTUNITY CRISIS GRIPPING AMERICA AND BUILT OUT A SERIES OF POLICIES TO ADDRESS THIS CRISIS. SPECIFICALLY, WE DEVELOPED A DEEP BENCH OF KNOWLEDGE AND POLICY SOLUTIONS THAT PERSUADE POLICYMAKERS TO ADDRESS FIVE CRITICAL AREAS THAT INCLUDED: MAKING THE CASE FOR PLACE-BASED ECONOMIC DEVELOPMENT THROUGH EXPANDED BROADBAND AND EQUITY CAPITAL; PUBLISHING A SERIES OF PAPERS EXAMINING WORKFORCE CREDENTIALS AND APPRENTICESHIPS; DEVELOPING A NEW HEALTH CARE PLAN CENTERED AROUND CAPPING COSTS FOR PATIENTS; UNPACKING THE NEED FOR ROBUST PRIVATE RETIREMENT SAVINGS FOR ALL WORKERS WITH OUR PROPOSAL FOR UNIVERSAL PRIVATE RETIREMENT ACCOUNTS; AND EXPLORING HOW TO MAKE WORK PAY, INCLUDING HOW TO RAISE THE MINIMUM WAGE IN A WAY THAT MINIMIZES DISRUPTION TO JOBS. 1382340 NATIONAL SECURITY PROGRAMIN 2019, THE NATIONAL SECURITY PROGRAM FOCUSED ON 1) NARROWING THE CYBER ENFORCEMENT GAP, AND 2) THE POLITICS OF NATIONAL SECURITY.NARROWING THE CYBER ENFORCEMENT GAP: OUR TEAM WORKED TO INCREASE AWARENESS ON THE CYBER ENFORCEMENT GAP AND CREATING THE POLITICAL WILL AND POLICY SOLUTIONS TO NARROW IT. THIS INCLUDED: HOSTING OUR FIRST EVER AND FIRST OF ITS KIND CYBER-ENFORCEMENT SYMPOSIUM WITH PARTICIPATION FROM MEMBERS OF CONGRESS, LAW ENFORCEMENT, THE PRIVATE SECTOR, AND FOREIGN GOVERNMENTS; PUBLISHING A SPECIAL ISSUE ON CYBER ENFORCEMENT WITH THE JOURNAL OF NATIONAL SECURITY LAW AND POLICY WITH EXPERTS FROM AROUND THE COUNTRY; ISSUING A CALL TO ACTION FOR A COMPREHENSIVE NATIONAL CYBER ENFORCEMENT STRATEGY; DEVELOPING AN ENFORCEMENT GAP METRIC THAT IS WIDELY-CITED TO ILLUSTRATE THE CHALLENGES THAT LAW ENFORCEMENT FACES; ESTABLISHING A ROADMAP OF THE STATUS AND CHALLENGES ON GLOBAL CAPACITY BUILDING FOR CYBER ENFORCEMENT; ISSUING RECOMMENDATIONS ON HOW TO IMPROVE THE GOVERNMENT'S CYBER ENFORCEMENT METRICS; SPEAKING ABOUT CYBER ENFORCEMENT AT CONFERENCES OF INTERNATIONAL ORGANIZATIONS AND US TECHNOLOGISTS; AND CREATING A COMMUNITY BY PARTNERING WITH CYBER EXPERTS AND ORGANIZATIONS AROUND NARROWING THE CYBER ENFORCEMENT GAP.POLITICS OF NATIONAL SECURITY: WE CONTINUED OUR WORK OF EDUCATING DEMOCRATS ON THE POLITICS OF NATIONAL SECURITY. THIS INCLUDED: HOLDING DISCUSSIONS WITH ALLIES AND KEY INFLUENCES SHAPING DEMOCRATS' MESSAGE ON NATIONAL SECURITY FOR 2020 TO GAIN THEIR PERSPECTIVES; ISSUING A MEMO OUTLINING HOW TO RESPOND TO IMPEACHMENT SKEPTICS AND HOW TO DISCUSS AND FRAME THE IMPEACHMENT INVESTIGATION IN NEUTRAL OR HOSTILE GROUND; AND ISSUING GUIDANCE ON HOW TO NAVIGATE SOME OF THE TRICKIEST OF THESE NATIONAL SECURITY AND FOREIGN POLICY ISSUES. 1382340 12455988 0 1 1 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 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 64 0 1 83 1 0 0 0 0 1 1 0 0 0 X 29 28 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 2023841700 1025 CONNECTICUT AVE NW NO 400 WASHINGTON DC 20036 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 LEWIS CULLMAN 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 ORIN SMITH 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 JOSEPH ZIMLICH TRUSTEE 2.00 X 0 0 0 DONNA ROSEN TRUSTEE UNTIL SPRING 2019 2.00 X 0 0 0 HOWARD ROSSMAN TRUSTEE UNTIL FALL 2019 2.00 X 0 0 0 JONATHAN COWAN PRESIDENT 38.00 4.00 X X 306634 33997 30049 BRENDA BETHEA TREASURER AND CHIEF OPERATING OFFICER 38.00 2.00 X 197529 28816 7684 MATTHEW BENNETT SECRETARY AND EXE. VP OF PUBLIC AFFAIRS 38.00 2.00 X 291517 15454 31891 JAMES KESSLER EXE. VP OF POLICY 40.00 X 303092 0 33997 LANAE M ERICKSON SR VP FOR SOCIAL POLICY & POLITICS 40.00 X 225680 0 13398 MIEKE EOYANG VP, NATIONAL SECURITY 40.00 X 190911 0 13295 JOSHUA FREED SVP, CLEAN ENERGY 40.00 X 219786 0 27122 GABRIEL A HORWITZ SVP, ECON PROGRAM 40.00 X 223090 0 21553 CHAD FITZGERALD SR. ADVISOR TO THE PRESIDENT 40.00 X 196010 0 24074 2154249 78267 203063 13 0 1 0 PEAK XV 1332 HERMOSA AVE SUITE 5 HERMOSA BEACH CA 90254 EVENT LOGISTICS 497318 PRECISION STRATEGIES 901 NEW YORK AVE NW 530 WASHINGTON DC 20001 DIGITAL MEDIA CAMPAIGN SERVICES 361268 GLOBAL STRATEGY GROUP LLC 215 PARK AVE SOUTH 15TH FLOOR NEW YORK NY 10003 CONSULTING SERVICES 356500 THE MESSINA GROUP 1155 CONNECTICUT AVE NW 4TH FLOOR WASHINGTON DC 20036 CONSULTING SERVICES 340477 LOCUST STREET GROUP 2008 HILLYER PLACE NW WASHINGTON DC 20009 ADVOCACY 318033 16 2772500 12886766 15659266 233410 233410 4515902 4243988 271914 271914 271914 OTHER REVENUE 900099 534 534 534 16165124 0 0 505858 X 55000 55000 1194145 1069764 105067 19314 4361945 3640291 525055 196599 177901 148725 21319 7857 398718 336237 44782 17699 400209 333489 50962 15758 10253 10253 26657 26657 64722 64722 182243 182243 3979067 3961802 17265 454071 415768 28663 9640 202343 188168 10278 3897 508485 429170 58979 20336 317286 300015 12799 4472 1095 1095 329419 278599 37779 13041 17336 14679 1975 682 OUTREACH AND EVENTS 1289022 1276379 12643 TAXES 23970 23970 MISCELLANEOUS 8952 7902 782 268 14002839 12455988 1172566 374285 466 408 3615407 7844694 299279 32544 146830 273398 1832681 680048 1406517 1152633 14712434 15355718 4682979 4685752 5021 3760 24868933 29348907 469800 621443 223574 1508435 1461842 2201809 2083285 X 22617087 27265622 50037 0 22667124 27265622 24868933 29348907 2162285 2436213 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4103 4103 4103 1 0 0 0 2772500 163357 163357 415875 -252518 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. 1093872 379704 714168 468109 300344 167765 270700 270700 1152633 CERTIFICATES OF DEPOSIT 4685752 F 4685752 DEFERRED RENT 1461842 1461842 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. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 2736084 0 0 0 0 0 0 2736084 0 2736084 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X 1 HOLLY PAGE HOSCHEIT 7908 RIVER FALLS DRIVE POTOMAC MD 20854 FUNDRAISING CONSULTANT 0 0 110000 -110000 PEARSON & ASSOCIATES 900 19TH STREET NW STE 800 WASHINGTON DC 20006 FUNDRAISING CONSULTANT 0 0 5000 -5000 115000 -115000 DC 1 NEWDEAL 233 PENNSYLVANIA AVE SE WASHINGTON DC 20003 273177985 501(C)(4) 25000 PRO-GROWTH PROGRESSIVE RESEARCH COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET 1900 M STREET NW STE 850 WASHINGTON DC 20036 521231278 501(C)(3) 30000 GENERAL CONTRIBUTION FOR GALA SPONSORSHIP 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 306634 0 0 0 0 33997 9900 1100 17144 1905 333678 37002 0 0 BRENDA BETHEA TREASURER AND CHIEF OPERATING OFFICER 197529 0 0 0 0 28816 6724 960 0 0 204253 29776 0 0 MATTHEW BENNETT SECRETARY AND EXE. VP OF PUBLIC AFFAIRS 291517 0 0 0 0 15454 10450 550 19896 995 321863 16999 0 0 JAMES KESSLER EXE. VP OF POLICY 303092 0 0 0 0 0 11000 0 22997 0 337089 0 0 0 LANAE M ERICKSON SR VP FOR SOCIAL POLICY & POLITICS 225680 0 0 0 0 0 9014 0 4384 0 239078 0 0 0 MIEKE EOYANG VP, NATIONAL SECURITY 190911 0 0 0 0 0 7614 0 5681 0 204206 0 0 0 JOSHUA FREED SVP, CLEAN ENERGY 219786 0 0 0 0 0 9024 0 18098 0 246908 0 0 0 GABRIEL A HORWITZ SVP, ECON PROGRAM 223090 0 0 0 0 0 9014 0 12539 0 244643 0 0 0 CHAD FITZGERALD SR. ADVISOR TO THE PRESIDENT 196010 0 0 0 0 0 8038 0 16036 0 220084 0 0 0 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. THE LAST SUCH REVIEW WAS CONDUCTED IN 2013. 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 IX, LINE 11G COMMISSIONED POLICY RESEARCH: PROGRAM SERVICE EXPENSES 493,030. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 493,030. COMMISSIONED PUBLIC OPINION RESEARCH: PROGRAM SERVICE EXPENSES 1,086,667. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,086,667. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 2,382,105. MANAGEMENT AND GENERAL EXPENSES 17,265. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,399,370. 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 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 THIRD WAY INSTITUTE O SHARING OF EMPLOYEES