THIRD WAY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THIRD WAY (EIN 20-1734070)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201921339349302532
- Schema version
- 2018v3.1
- 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 | 2019-05-13T09:47:22-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | JONES MARESCA & MCQUADE PA | 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 | 2018-01-01 | 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 NO 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN COWAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2023841700 | PhoneNum |
| Signature | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID JONES | PreparerPersonNm |
| PTIN | P01361002 | PTIN |
| Phone | 2022963306 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-09 | IPDt |
| IP Tm | 16:15:30 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8AD8952D00DDA1E2252D2358A354148220B4FFD3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5575D90CB195091D6B4EB5F3F752F7C02BA6CC45 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 NO 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,535,673 | 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 | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 75 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $56,266 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,763,751 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,966,860 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $984,696 | PYInvestmentIncomeAmt |
| CY Investment Income | $285,493 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $11,748,447 | PYTotalRevenueAmt |
| CY Total Revenue | $3,252,353 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $477,052 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,670 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,543,045 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,083,282 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $85,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $122,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $213,384 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,479,829 | PYOtherExpensesAmt |
| CY Other Expenses | $4,939,508 | CYOtherExpensesAmt |
| PY Total Expenses | $10,584,926 | PYTotalExpensesAmt |
| CY Total Expenses | $11,170,460 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,163,521 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,918,107 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,083,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,868,933 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,980,398 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,201,809 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,102,831 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,667,124 | 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 | $3,734,230 | ExpenseAmt |
| 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.SOCIAL POLICY AND POLITICSIN 2018, THE SOCIAL POLICY AND POLITICS PROGRAM FOCUSED ON THE FOLLOWING:1. OFFERING A COMPREHENSIVE FEDERAL COLLEGE QUALITY AGENDA THAT SHIFTS THE FOCUS AMONG MEMBERS OF CONGRESS, THE PRESS, AND OTHER INFLUENCERS FROM COST TO VALUE BY CONDUCTING PUBLIC OPINION RESEARCH TO BETTER UNDERSTAND HOW AMERICANS THINK ABOUT QUALITY IN THE HIGHER EDUCATION CONTEXT; AND PRODUCING REPORTS ANALYZING PUBLICLY-AVAILABLE DATA ABOUT STUDENT OUTCOMES IN HIGHER EDUCATION, CALLING ATTENTION TO THE NEED TO IMPROVE THEM AT INSTITUTIONS IN EVERY SECTOR.2. ADDRESSING THREATS TO CONTENTIOUS SOCIAL ISSUES AND ASSISTING MODERATE POLICYMAKERS IN THEIR MESSAGING ON ISSUES LIKE IMMIGRATION, GUN SAFETY, LGBT RIGHTS, AND REPRODUCTIVE RIGHTS, INCLUDING DRAFTING AND RELEASING MEMOS THAT EXPLAINED THE MAJOR SUPREME COURT CASES TO IMPACT SOCIAL POLICY IN ADVANCE OF THEIR ARGUMENTS AT THE COURT; AND ANALYZING AND PRODUCING PUBLIC REPORTS ON IMMIGRATION TOPICS THAT ARE UNDER DISCUSSION AT THE STATE AND FEDERAL LEVEL, INCLUDING REFORMS TO IMMIGRATION AND CUSTOMS ENFORCEMENT, BORDER SECURITY, AND PROPOSALS TO PROTECT THE DREAMER AND TEMPORARY PROTECTED STATUS POPULATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,639,372 | ExpenseAmt |
| Desc | CLEAN ENERGY - IN 2018, THE CLEAN ENERGY PROGRAM FOCUSED IN THREE AREAS: 1. ADVOCATING FOR CLEAN ENERGY INNOVATION AS A PATH TO ZERO-CARBON EMISSIONS GOALS VIA A BROAD INCLUSIVE AGENDA, MEETING WITH LEADERS AT NGOS, DEPARTMENT OF ENERGY STAFF, BRIEFING POLICY MAKERS, AND DEVELOPING PRODUCTS TO HELP POLICYMAKERS UNDERSTAND THE LOCAL AND REGIONAL OPPORTUNITIES CLEAN ENERGY PROVIDES; 2. EXPANDING THE ROLE FOR ADVANCED NUCLEAR IN THE LARGER CLIMATE POLICY ARENA MOVING THE CONVERSATION BY ORGANIZING THE FIRST ADVANCED NUCLEAR EVENT AT THE CLEAN ENERGY MINISTERIAL, HOSTING OUR "FUTURE OF NUCLEAR" EVENTS WHICH BROUGHT TOGETHER EXPERTS OUTSIDE NUCLEAR, ENGAGING COMMUNITIES AND TO SPUR TECHNOLOGICAL ADVANCEMENT AND GENERATING A BOSTON GLOBE EDITORIAL TO KEEP ITS NUCLEAR PLANT; AND3. COORDINATING ENVIRONMENTAL AND CLIMATE ADVOCATES TO ORGANIZE EFFORT, AVOID REPLICATION, AND ALLOW ORGANIZATIONS TO INTERACT AND PLAN TOGETHER SUCH AS ESTABLISHING REGULAR DIALOGUES BETWEEN STAKEHOLDERS AND FORMING WORKING GROUPS TO COLLABORATE IN AREAS OF EXPERTISE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,229,818 | ExpenseAmt |
| Grant | $25,670 | GrantAmt |
| Desc | ECONOMICS PROGRAM - IN 2018, THE ECONOMIC PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING:1. UNDERSTANDING ECONOMIC OPPORTUNITY: RELEASED THREE FOUNDATIONAL REPORTS ON ECONOMIC OPPORTUNITY ACROSS THE UNITED STATES. WORK INCLUDED ANALYSIS OF HOW OPPORTUNITY HAS BECOME CONCENTRATED, A LOOK AT BUSINESS GROWTH OVER THE LAST DECADE, AND ORIGINAL DATA ANALYSIS OF JOB QUALITY ACROSS 204 METRO AREAS. 2. POLICIES TO PROMOTE ECONOMIC OPPORTUNITY: RELEASED A SERIES OF REPORTS, MEMOS, AND OPED PIECES ON HOW TO SPECIFICALLY SPREAD OPPORTUNITY TO MORE PEOPLE AND MORE PLACES. WORK TOUCHED ON EXPANDING BROADBAND TO THOSE NOT CONNECTED, A NEW APPROACH TO RAISING THE MINIMUM WAGE, INCREASING THE NUMBER OF APPRENTICESHIPS AND CREDENTIALS IN AMERICA, AND A NEW APPROACH TO MODERNIZING THE SOCIAL SAFETY NET FOR DISLOCATED WORKERS. 3. REFORMING HEALTH CARE: RELEASED A REPORT ON COMBATING HIGH DRUG PRICES AND DID EXTENSIVE RESEARCH AND ANALYSIS ON A NEW POLICY PROPOSAL THAT WOULD ENSURE UNIVERSAL COVERAGE AND A CAP ON COSTS NO MATTER WHERE THE INDIVIDUAL GOT THEIR INSURANCE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $905,681 | ExpenseAmt |
| Desc | NATIONAL SECURITY PROGRAMIN 2018, THE NATIONAL SECURITY PROGRAM HAD TWO FOCI: 1. LAUNCHING THE CYBER ENFORCEMENT INITIATIVE TO SHAKE UP THE CYBERSECURITY DEBATE BY IDENTIFYING AND ELEVATING POLICY SOLUTIONS THAT IMPROVE THE GOVERNMENT'S ABILITY TO IDENTIFY, STOP, AND PUNISH THE HUMAN BEHIND MALICIOUS CYBER ACTIVITY. CURRENT CYBERSECURITY EFFORTS ARE FOCUSED ON DEFENSIVE, TECHNOLOGY-ORIENTED SOLUTIONS-CLOSING VULNERABILITIES, CREATING STRONGER DEVICES AND APPLICATIONS, SETTING STANDARDS. 2. POLICY DEVELOPMENT INCLUDING PRODUCING THE 2018 NATIONAL SECURITY DEBATE BOOK, A SERIES OF HIGH-IMPACT, EXECUTIVE LEVEL BRIEFINGS ON THE KEY NATIONAL SECURITY ISSUES THAT POLICYMAKERS WERE FACING IN 2018; ASSESSING CURRENT US-NORTH KOREAN NEGOTIATIONS TO REDUCE THEIR NUCLEAR WEAPONS PROGRAMS, AS COMPARED WITH HISTORICAL EFFORTS; PRODUCING A COMPARISON OF VARIOUS LEGISLATIVE PROPOSALS TO AMEND THE AUTHORIZATION FOR USE OF MILITARY FORCE; AND ASSESSING THE HOUSE INTELLIGENCE COMMUNITY'S INVESTIGATIONS INTO RUSSIAN INTERFERENCE IN THE 2016 ELECTION, FROM A HISTORICAL PERSPECTIVE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $905,681 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $9,509,101 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 75 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | 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 NO 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN L VOGELSTEIN | |||||||||
| BOARD CHAIR | 3.00 | 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 | ||||
| LEWIS CULLMAN | |||||||||
| 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 | ||||
| ROBERT DYSON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE EDWARDS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW FELDSTEIN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN FRANK | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID GREENWALD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID HELLER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |||
| 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 | Yes (X) | $0 | $0 | $0 | 2.00 | |||
| SUSAN MCCUE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID HORVITZ | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RACHEL PRITZKER | |||||||||
| 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 | ||||
| ORIN SMITH | |||||||||
| 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 | ||||
| JOSEPH ZIMLICH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JONATHAN COWAN | |||||||||
| PRESIDENT | 38.00 | Yes (X) | Yes (X) | $307,146 | $33,997 | $27,727 | 4.00 | ||
| BRENDA BETHEA TREASURER AND | |||||||||
| CHIEF OPERATING OFFICER | 38.00 | Yes (X) | $160,768 | $28,212 | $8,202 | 2.00 | |||
| MATTHEW BENNETT SECRETARY AND | |||||||||
| EXE. VP OF PUBLIC AFFAIRS | 38.00 | Yes (X) | $292,134 | $15,454 | $29,292 | 2.00 | |||
| NANCY HALE SENIOR VP OF STRATEGY | |||||||||
| & LEADERSHIP DEV. UNTIL NOV 2018 | 38.00 | Yes (X) | $516,147 | $19,257 | $17,739 | 2.00 | |||
| JAMES KESSLER | |||||||||
| EXE. VP OF POLICY | 40.00 | $303,720 | $0 | $31,151 | Yes (X) | ||||
| LANAE M ERICKSON SR VP FOR | |||||||||
| SOCIAL POLICY & POLITICS | 40.00 | $202,535 | $0 | $11,980 | Yes (X) | ||||
| MEIKE EOYANG | |||||||||
| VP, NATIONAL SECURITY | 40.00 | $171,682 | $0 | $11,752 | Yes (X) | ||||
| JOSHUA FREED | |||||||||
| SVP, CLEAN ENERGY | 40.00 | $197,364 | $0 | $24,035 | Yes (X) | ||||
| GABE HOROWITZ | |||||||||
| SVP, ECON PROGRAM | 40.00 | $201,502 | $0 | $19,465 | Yes (X) | ||||
| EMILY STERNFELD VP OF DEV | |||||||||
| AND EXTERNAL AFFAIRS | 40.00 | $138,440 | $0 | $9,278 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,491,438 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $96,920 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $190,621 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | 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 |
|---|---|---|---|---|---|
| PEAK XV | |||||
| 1332 HERMOSA AVE SUITE 5 | HERMOSA BEACH | CA | 90254 | EVENT LOGISTICS | $397,576 |
| GLOBAL STRATEGY GROUP LLC | |||||
| 215 PARK AVE SOUTH 15TH FLOOR | NEW YORK | NY | 10003 | CONSULTING SERVICES | $372,755 |
| 270 STRATEGIES | |||||
| 406 N SANGAMON ST 202 | CHICAGO | IL | 60642 | CONSULTING SERVICES | $250,000 |
| DAVID BINDER RESEARCH | |||||
| 44 PAGE ST STE 404 | SAN FRANCISCO | CA | 94102 | CONSULTING SERVICES | $192,000 |
| THE MESSINA GROUP | |||||
| 1155 CONNECTICUT AVE NW 4TH FLOOR | WASHINGTON | DC | 20036 | CONSULTING SERVICES | $180,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,670,434 | MembershipDuesAmt |
| All Other Contributions | $296,426 | AllOtherContributionsAmt |
| Total Contributions | $2,966,860 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $122,604 | TotalRevenueColumnAmt |
| Exclusion | $122,604 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,446,209 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,283,320 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $162,889 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $162,889 | TotalRevenueColumnAmt |
| Exclusion | $162,889 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,252,353 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $285,493 | 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 | $25,670 | TotalAmt |
| Program Services | $25,670 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,686,605 | TotalAmt |
| Program Services | $1,379,599 | ProgramServicesAmt |
| Management And General | $288,909 | ManagementAndGeneralAmt |
| Fundraising | $18,097 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,606,737 | TotalAmt |
| Program Services | $3,037,571 | ProgramServicesAmt |
| Management And General | $536,221 | ManagementAndGeneralAmt |
| Fundraising | $32,945 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,704 | TotalAmt |
| Program Services | $116,320 | ProgramServicesAmt |
| Management And General | $22,432 | ManagementAndGeneralAmt |
| Fundraising | $952 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,108 | TotalAmt |
| Program Services | $267,079 | ProgramServicesAmt |
| Management And General | $53,581 | ManagementAndGeneralAmt |
| Fundraising | $2,448 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,128 | TotalAmt |
| Program Services | $271,516 | ProgramServicesAmt |
| Management And General | $52,341 | ManagementAndGeneralAmt |
| Fundraising | $3,271 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,865 | TotalAmt |
| Management And General | $45,865 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,912 | TotalAmt |
| Management And General | $31,912 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,000 | TotalAmt |
| Fundraising | $122,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,228 | TotalAmt |
| Management And General | $185,228 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,112,684 | TotalAmt |
| Program Services | $2,107,807 | ProgramServicesAmt |
| Management And General | $4,877 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,190 | TotalAmt |
| Program Services | $214,557 | ProgramServicesAmt |
| Management And General | $24,379 | ManagementAndGeneralAmt |
| Fundraising | $6,254 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,653 | TotalAmt |
| Program Services | $132,163 | ProgramServicesAmt |
| Management And General | $17,508 | ManagementAndGeneralAmt |
| Fundraising | $982 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,463 | TotalAmt |
| Program Services | $460,256 | ProgramServicesAmt |
| Management And General | $87,273 | ManagementAndGeneralAmt |
| Fundraising | $4,934 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,312 | TotalAmt |
| Program Services | $224,559 | ProgramServicesAmt |
| Management And General | $17,774 | ManagementAndGeneralAmt |
| Fundraising | $979 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,093 | TotalAmt |
| Management And General | $1,093 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,579 | TotalAmt |
| Program Services | $256,332 | ProgramServicesAmt |
| Management And General | $48,378 | ManagementAndGeneralAmt |
| Fundraising | $2,869 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,064 | TotalAmt |
| Program Services | $14,223 | ProgramServicesAmt |
| Management And General | $2,678 | ManagementAndGeneralAmt |
| Fundraising | $163 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OUTREACH AND EVENTS | $1,022,766 | $991,770 | $13,620 | $17,376 |
| TAXES | $12,400 | $12,400 | ||
| MISCELLANEOUS | $11,299 | $9,679 | $1,506 | $114 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,170,460 | TotalAmt |
| Program Services | $9,509,101 | ProgramServicesAmt |
| Management And General | $1,447,975 | ManagementAndGeneralAmt |
| Fundraising | $213,384 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $410 | BOYAmt |
| EOY | $466 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,843,822 | BOYAmt |
| EOY | $3,615,407 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,088 | BOYAmt |
| EOY | $299,279 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,775 | BOYAmt |
| EOY | $146,830 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,780,609 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $374,092 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,503,270 | BOYAmt |
| EOY | $1,406,517 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,834,611 | BOYAmt |
| EOY | $14,712,434 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,673,451 | BOYAmt |
| EOY | $4,682,979 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,802 | BOYAmt |
| EOY | $5,021 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,083,229 | BOYAmt |
| EOY | $24,868,933 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $445,989 | BOYAmt |
| EOY | $469,800 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $223,574 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,534,409 | BOYAmt |
| EOY | $1,508,435 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,980,398 | BOYAmt |
| EOY | $2,201,809 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,677,225 | BOYAmt |
| EOY | $22,617,087 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,425,606 | BOYAmt |
| EOY | $50,037 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,102,831 | BOYAmt |
| EOY | $22,667,124 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,083,229 | BOYAmt |
| EOY | $24,868,933 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$7,918,107 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$517,600 | 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
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $5,075 | PoliticalExpendituresAmt |
| Expended527 Activities | $5,075 | Expended527ActivitiesAmt |
| Total Exempt Function Expend | $5,075 | 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 | $2,670,434 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $120,453 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $120,453 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $2,670,434 | AggregateReportedDuesNtcAmt |
| Taxable | $0 | 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 | $1,068,592 | OtherCostOrOtherBasisAmt |
| Depreciation | $193,672 | DepreciationAmt |
| Book Value | $874,920 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $441,317 | OtherCostOrOtherBasisAmt |
| Depreciation | $180,420 | DepreciationAmt |
| Book Value | $260,897 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $270,700 | OtherCostOrOtherBasisAmt |
| Book Value | $270,700 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,406,517 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CERTIFICATES OF DEPOSIT | Desc |
| Book Value | $4,682,979 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,682,979 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $1,508,435 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,508,435 | 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
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $5,087,259 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $5,087,259 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,087,259 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
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 (3 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 HOSCHEIT | ||||||||
| 7908 RIVER FALLS DRIVE | POTOMAC | MD | 20854 | FUNDRAISING CONSULTANT | 0 | $0 | $122,000 | -$122,000 |
| PEARSON & ASSOCIATES | ||||||||
| 900 19TH STREET NW STE 800 | WASHINGTON | DC | 20006 | FUNDRAISING CONSULTANT | 0 | $0 | $60,000 | -$60,000 |
| BLOOM STRATEGIC CONSULTING LLC | ||||||||
| 4925 GREENVILLE AVE SUITE 100 | DALLAS | TX | 75206 | FUNDRAISING CONSULTANT | 0 | $0 | $30,000 | -$30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $212,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$212,000 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWDEAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 PENNSYLVANIA AVE SE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 273177985 | RecipientEIN |
| IRC Section | 501(C)(4) | IRCSectionDesc |
| Cash Grant | $25,000 | CashGrantAmt |
| Purpose Of Grant | PRO-GROWTH PROGRESSIVE RESEARCH | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
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 | Yes (1) | 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 (9 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 | $306,185 | $33,997 | $0 | $0 | $961 | $0 | $9,900 | $1,100 | $15,054 | $1,673 | $332,100 | $36,770 | $0 | $0 |
| BRENDA BETHEA TREASURER AND | ||||||||||||||
| CHIEF OPERATING OFFICER | $160,048 | $28,212 | $0 | $0 | $720 | $0 | $5,442 | $960 | $1,530 | $270 | $167,740 | $29,442 | $0 | $0 |
| MATTHEW BENNETT SECRETARY AND | ||||||||||||||
| EXE. VP OF PUBLIC AFFAIRS | $291,173 | $15,454 | $0 | $0 | $961 | $0 | $10,450 | $550 | $17,377 | $915 | $319,961 | $16,919 | $0 | $0 |
| NANCY HALE SENIOR VP OF STRATEGY | ||||||||||||||
| & LEADERSHIP DEV. UNTIL NOV 2018 | $250,685 | $19,257 | $0 | $0 | $265,462 | $0 | $10,450 | $550 | $6,402 | $337 | $532,999 | $20,144 | $0 | $0 |
| JAMES KESSLER | ||||||||||||||
| EXE. VP OF POLICY | $303,216 | $0 | $0 | $0 | $504 | $0 | $11,000 | $0 | $20,151 | $0 | $334,871 | $0 | $0 | $0 |
| LANAE M ERICKSON SR VP FOR | ||||||||||||||
| SOCIAL POLICY & POLITICS | $202,107 | $0 | $0 | $0 | $428 | $0 | $8,084 | $0 | $3,896 | $0 | $214,515 | $0 | $0 | $0 |
| MEIKE EOYANG | ||||||||||||||
| VP, NATIONAL SECURITY | $170,956 | $0 | $0 | $0 | $726 | $0 | $6,838 | $0 | $4,914 | $0 | $183,434 | $0 | $0 | $0 |
| JOSHUA FREED | ||||||||||||||
| SVP, CLEAN ENERGY | $196,403 | $0 | $0 | $0 | $961 | $0 | $8,096 | $0 | $15,939 | $0 | $221,399 | $0 | $0 | $0 |
| GABE HOROWITZ | ||||||||||||||
| SVP, ECON PROGRAM | $200,609 | $0 | $0 | $0 | $893 | $0 | $8,084 | $0 | $11,381 | $0 | $220,967 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | NANCY HALE, SENIOR VP, RECEIVED A SEVERANCE PACKAGE UPON HER SEPERATION FROM THE ORGANIZATION IN DECEMBER OF 2018. THE AMOUNT OF HER SEVERANCE WAS $265,000. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 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. 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 414,263. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 414,263. COMMISSIONED PUBLIC OPINION RESEARCH: PROGRAM SERVICE EXPENSES 556,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 556,500. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 1,137,044. MANAGEMENT AND GENERAL EXPENSES 4,877. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,141,921. |
| 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 | 0 | 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
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD WAY INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionTypeTxt |
| Involved | $114,495 | InvolvedAmt |
| Method Of Amount Determination | SHARING OF EMPLOYEES | MethodOfAmountDeterminationTxt |