THIRD WAY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THIRD WAY (EIN 20-1734070)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202533159349301588
- Schema version
- 2024v5.2
- 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 | 2025-11-11T08:50:10-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521853933 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JM&M | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 RHODE ISLAND AVE NW SUITE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201734070 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD WAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THIR | BusinessNameControlTxt |
| Phone | 2023841700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVE NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE DIETERLE | PersonNm |
| Person Title | CFO AND TREASURER | PersonTitleTxt |
| Phone | 2023841700 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEENA BISHNOI | PreparerPersonNm |
| PTIN | P01480769 | PTIN |
| Phone | 2022963306 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JONATHAN COWAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVE NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $60,561,784 | 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 | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 99 | TotalEmployeeCnt |
| Total Volunteers | 34 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $25,482,854 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,460,953 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,669,331 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,237,945 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $27,152,185 | PYTotalRevenueAmt |
| CY Total Revenue | $31,698,898 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $537,910 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,681,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,540,409 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,512,858 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $257,670 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $140,900 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $532,705 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,930,715 | PYOtherExpensesAmt |
| CY Other Expenses | $11,203,115 | CYOtherExpensesAmt |
| PY Total Expenses | $21,266,704 | PYTotalExpensesAmt |
| CY Total Expenses | $24,538,373 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,885,481 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,160,525 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $57,624,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,953,090 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,593,420 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,228,492 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,031,214 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $58,724,598 | 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 | $12,742,201 | 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.CLIMATE AND ENERGY:IN 2024, THIRD WAY'S CLIMATE AND ENERGY PROGRAM HELPED SOLIDIFY THE UNITED STATES' POSITION AS A GLOBAL LEADER IN CLEAN ENERGY INNOVATION AND DEPLOYMENT. THIRD WAY FOCUSED THEIR EFFORTS ON ADDRESSING DEPLOYMENT CHALLENGES, CLARIFYING THE ECONOMIC AND NATIONAL SECURITY BENEFITS OF CLEAN ENERGY, AND SUPPORTING STRATEGIES THAT ACCELERATE PROGRESS. THIRD WAY'S WORK CENTERED ON THREE PRIORITIES: 1) EQUIPPING DECISION-MAKERS WITH DATA AND INSIGHT TO GUIDE THE ENERGY TRANSITION; 2) IDENTIFYING AND ADDRESSING NON-COST BARRIERS TO CLEAN ENERGY DEPLOYMENT; AND 3) INCREASING PUBLIC UNDERSTANDING OF THE BENEFITS OF CLEAN ENERGY.THIRD WAY BRIDGED GAPS IN THE CLEAN ENERGY ECONOMY BY PROVIDING STRATEGIC ANALYSIS AND SOLUTIONS. IN 2024 THIRD WAY'S TEAM:--DEVELOPED AN INTERACTIVE MAP HIGHLIGHTING JOB CREATION AND LOCAL INVESTMENT ACROSS 11 CLEAN ENERGY TECHNOLOGIES. THE TOOL ALSO FEATURED PROGRESS REPORTS ON TECHNOLOGY SUPPLY CHAINS TO HELP STAKEHOLDERS ASSESS AMERICA'S GLOBAL COMPETITIVENESS.--CONTINUED TO LEAD ON NUCLEAR ENERGY POLICY THROUGH RESEARCH IDENTIFYING GAPS IN WORKFORCE DEVELOPMENT, GLOBAL DEMAND TRENDS, AND NATIONAL SECURITY IMPLICATIONS. OUR FINDINGS INFORMED DISCUSSIONS AROUND MODERNIZING U.S. NUCLEAR INNOVATION AND DEPLOYMENT.--ANALYZED BARRIERS TO ELECTRIC VEHICLE DEPLOYMENT, INCLUDING INFRASTRUCTURE SHORTFALLS AND CONSUMER PERCEPTIONS, AND SHARED RECOMMENDATIONS FOR IMPROVING PUBLIC CHARGING PROGRAMS.--QUANTIFIED THE BENEFITS OF SUSTAINABLE AVIATION FUEL (SAF), CONTRIBUTING TO BROADER UNDERSTANDING OF ITS POTENTIAL TO REDUCE EMISSIONS AND IMPROVE AIR QUALITY IN U.S. COMMUNITIES.THIRD WAY PICKED UP THE PACE OF DEPLOYMENT BY REMOVING ROADBLOCKS AND STRENGTHENING IMPLEMENTATION PATHWAYS:--COORDINATED THE FIRST COMPREHENSIVE MODELING ANALYSIS OF BIPARTISAN PERMITTING REFORM PROPOSALS, PROVIDING KEY INFORMATION ABOUT THE TRADEOFFS OF THE ENERGY PERMITTING REFORM ACT.--CONDUCTED ANALYSIS ON PERMITTING CHALLENGES AND THEIR IMPLICATIONS FOR CLEAN ENERGY TIMELINES, OFFERING INSIGHTS THAT CAN GUIDE FUTURE PROPOSALS TO MODERNIZE REGULATORY PROCESSES.--ADVANCED WORK ON STRENGTHENING THE DOMESTIC NUCLEAR FUEL SUPPLY CHAIN, INCLUDING DETAILED ANALYSIS OF HIGH-ASSAY LOW-ENRICHED URANIUM (HALEU), NUCLEAR WASTE MANAGEMENT, AND FUEL CYCLE INFRASTRUCTURE.--SUPPORTED INTERNATIONAL COLLABORATION BY PROVIDING ANALYSIS ON THE BENEFITS OF U.S. CIVILIAN NUCLEAR DEPLOYMENT IN ALLIED COUNTRIES, FOCUSING ON OPPORTUNITIES IN EUROPE AND THE UNITED KINGDOM.--DEVELOPED EDUCATIONAL RESOURCES TO SUPPORT PUBLIC UNDERSTANDING OF CARBON DIOXIDE REMOVAL TECHNOLOGIES, WITH BEST PRACTICES FOR COMMUNITY ENGAGEMENT AND SITING.THIRD WAY SPREAD THE MESSAGE THAT CLEAN ENERGY IS AN ECONOMIC OPPORTUNITY FOR ALL AMERICANS:--CONDUCTED NATIONAL AND STATE-LEVEL SURVEYS TO EXAMINE HOW AMERICANS VIEW CLEAN ENERGY AMID RISING COSTS AND INFLATION. INSIGHTS FROM THIS RESEARCH HELPED INFORM MESSAGING STRATEGIES USED BY A RANGE OF PUBLIC AND PRIVATE STAKEHOLDERS.THIRD WAY EXPANDED THE COMMUNICATIONS REACH BY INCREASING PRESS MENTIONS OVER 30% FROM THE PREVIOUS YEAR AND MAINTAINING HIGH ENGAGEMENT RATES ACROSS OUR EMAIL, MEDIA, AND DIGITAL PLATFORMS.--PUBLISHED ACCESSIBLE, VISUAL TOOLS TO EXPLAIN THE CHALLENGES AND SOLUTIONS INVOLVED IN MODERNIZING THE ELECTRIC GRID, WITH A FOCUS ON ENSURING RELIABLE AND AFFORDABLE ELECTRICITY ACROSS THE COUNTRY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,014,692 | ExpenseAmt |
| Grant | $1,425,500 | GrantAmt |
| Desc | SOCIAL POLICY AND POLITICS:IN 2024, THIRD WAY'S SOCIAL POLICY, EDUCATION AND POLITICS TEAM FOCUSED ON THREE CORE AREAS: 1) DEFINING WHAT AMERICAN WANT FROM WASHINGTON; 2) CENTERING VALUE IN THE HIGHER EDUCATION DEBATE; AND 3) ADDRESSING THREATS ON SOCIAL ISSUES:DEFINING WHAT AMERICANS WANT FROM WASHINGTON: THIRD WAY'S POLITICS TEAM ANSWERED THIS QUESTION BY: --UTILIZING ELECTORAL DATA SOURCES INCLUDING THE CATALIST VOTER FILE, COOPERATIVE ELECTION STUDY, AND AP VOTECAST, TO DRAFT REPORTS ANALYZING AND EXPLAINING THE AMERICAN ELECTORATE AND DIFFERENCES IN OPINION, WORLDVIEW, AND VOTING BEHAVIOR ACROSS STATES AND DISTRICTS WITH A FOCUS ON KEY PRESIDENTIAL AND SENATE STATES AND BATTLEGROUND HOUSE DISTRICTS; --CONDUCTING QUALITATIVE AND QUANTITATIVE PUBLIC OPINION RESEARCH TO BETTER UNDERSTAND WHAT VOTERS PRIORITIZE, HOW THEY THINK ABOUT CURRENT ISSUES UNDER DISCUSSION IN THE ADMINISTRATION AND CONGRESS, AND WHAT THEY WANT FROM CANDIDATES AND POLICYMAKERS; --BUILDING A CASE AGAINST RUNNING A WELL-FINANCED THIRD-PARTY CANDIDATE IN THE 2024 PRESIDENTIAL ELECTION BY EMPLOYING HISTORICAL AND EMPIRICAL DATA TO SHOW THIS CANDIDATE WOULD HAVE NO PATH TO VICTORY AND COULD ONLY PLAY A ROLE AS A SPOILER FOR VOTERS; AND, --TRACKING HOW IDEOLOGICAL DIVERGENT CANDIDATES FARE IN PRIMARY AND GENERAL ELECTIONS IN 2024 TO CONTINUE YEARS OF WORK SHOWING AMERICANS CONTINUE TO GRAVITATE TO MAINSTREAM CANDIDATES OVER EXTREMISM.CENTERING VALUE IN THE HIGHER EDUCATION DEBATE: THIRD WAY'S EDUCATION TEAM CONTINUES TO LEAD A COORDINATED MOVEMENT TO CHANGE THE FEDERAL POLICY NARRATIVE ON HIGHER EDUCATION FROM COST TO RETURN ON INVESTMENT AND SOCIALIZE A SLATE OF ACTIONABLE, DEFENSIBLE SOLUTIONS TO IMPROVE POSTSECONDARY VALUE, QUALITY, AND ACCOUNTABILITY FOR STUDENTS AND TAXPAYERS. THIRD WAY ADVANCED THESE EFFORTS BY:--HOSTING THE PROGRAM'S LARGEST EVENT TO DATE, THE HIGHER ED VALUE SUMMIT, A CONFERENCE THAT BROUGHT TOGETHER EXPERTS IN THE FIELD, INCLUDING FORMER DEPARTMENT OF EDUCATION UNDER SECRETARY JAMES KVAAL AND OTHER NOTABLE INFLUENCERS, FOR A DAY OF LEARNING AND CONNECTION ON THE BIGGEST BARRIERS TO CENTERING VALUE IN THE INDUSTRY.--CONDUCTING LANDMARK PUBLIC OPINION RESEARCH ON HIGH SCHOOL STUDENTS, DEMONSTRATING THAT YOUNG AMERICANS STILL SEE VALUE IN PURSUING A COLLEGE DEGREE AND UNDERSTANDING THEIR BARRIERS TO THAT PURSUIT. --PUBLISHING THE FOURTH ANNUAL ECONOMIC MOBILITY INDEX, ALONG WITH A DEDICATED WEBSITE FOR OUR VALUE METRICS, TO CELEBRATE COLLEGES AND UNIVERSITIES THAT OPEN THEIR DOORS TO STUDENTS FROM LOW-INCOME BACKGROUNDS AND PRIORITIZE THEIR SUCCESS.--CHAMPIONING THE POSTSECONDARY STUDENT SUCCESS GRANT PROGRAM TO SUPPORT EVIDENCE-BASED COLLEGE RETENTION AND COMPLETION PROGRAMS AND MAKING THE CASE FOR MAKING THIS FUND PERMANENT.--WEIGHING IN ON THE FORMATION OF A NEW COLLEGE ACCREDITOR AND HOW THEY'RE DEVELOPING THEIR ACCREDITING STANDARDS TO HOLD THEM ACCOUNTABLE TO THEIR ROLE IN THE PROCESS OF IMPROVING OUTCOMES FOR STUDENTS. --DEVELOPING POLICY IDEAS FOR IMPROVING THE GRADUATE STUDENT LENDING SYSTEM, WHICH CURRENTLY DRIVES OUR HIGH OUTSTANDING FEDERAL STUDENT DEBT AND TAKES ADVANTAGE OF UNRESTRICTED TAXPAYER DOLLARS.ADDRESSING THREATS ON SOCIAL ISSUES: THIRD WAY REMAINS COMMITTED TO ADDRESSING THREATS TO AMERICAN VALUES AND VULNERABLE POPULATIONS ON KEY SOCIAL AND CULTURAL ISSUES. THIRD WAY EMPLOYED VARIOUS TACTICS TO MAKE PROGRESS ON CRIME, IMMIGRATION, AND LGBT RIGHTS IN THE PAST YEAR. THIS INCLUDED:--CONDUCTING AND RELEASING PUBLIC OPINION RESEARCH WITH OUTSIDE PARTNERS ON VOTERS' PERCEPTIONS OF CRIME. --TESTIFYING AT A CONGRESSIONAL HEARING ON CRIME TO PUSH BACK ON THE NARRATIVE THAT CRIME IS RAMPANT IN STATES LIKE CALIFORNIA AND MINNESOTA DUE TO CRIMINAL JUSTICE REFORMS.--PUBLISHING AND PRESENTING PUBLIC OPINION RESEARCH ON VOTERS' PERCEPTIONS ON IMMIGRATION AND THE SENATE'S BIPARTISAN BORDER BILL. --RELEASING A SERIES OF MEMOS PUSHING BACK ON MISINFORMATION ON ISSUES RELATED TO IMMIGRATION LIKE MIGRANT CRIME, MASS DEPORTATION, NONCITIZEN VOTING, AND MORE.--EDUCATING LEGISLATORS ON THE TITLE IX CONGRESSIONAL REVIEW ACT (CRA) VOTE AND HOW IT WOULD MAKE STUDENTS LESS SAFE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,328,404 | ExpenseAmt |
| Grant | $256,000 | GrantAmt |
| Desc | ECONOMICS PROGRAM:IN 2024, THIRD WAY'S ECONOMIC PROGRAM FOCUSED ON THREE CORE AREAS: 1) MAKING THE MIDDLE CLASS MORE AFFORDABLE AND ATTAINABLE FOR NON-COLLEGE EDUCATED WORKERS; 2) STRENGTHENING THE AFFORDABLE CARE ACT AND LOWERING HEALTH CARE COSTS; AND 3) EXPANDING ENTREPRENEURIAL OPPORTUNITY IN AMERICA.MAKING THE MIDDLE CLASS AFFORDABLE AND ATTAINABLE: THERE ARE TWO AMERICAS TODAY-ONE FOR THE COLLEGE EDUCATED AND ONE FOR THOSE WITHOUT FOUR-YEAR DEGREES. WORKERS IN THESE ECONOMIES ARE WORLDS APART-THE TYPE OF WORK THEY DO, HOW THEY RECEIVE THEIR PAY, WHEN THEY START THEIR WORKDAY, AND THE BENEFITS THEY GET FROM EMPLOYMENT ARE NIGHT AND DAY. MUCH MORE MUST BE DONE TO MAKE A MIDDLE-CLASS LIFE MORE AFFORDABLE AND ATTAINABLE FOR ALL WORKERS-BUT ESPECIALLY THOSE WITHOUT A FOUR-YEAR COLLEGE DEGREE. WORK INCLUDED:--DEEP ANALYSIS OF THE NON-COLLEGE WORKFORCE, INCLUDING HOW THEY FARED OVER THE PANDEMIC, EXPERIENCES OF NON-COLLEGE VETERANS, ECONOMIC REALITIES OF NON-COLLEGE WOMEN, AND HOW WORK HAS SEPARATED BASED ON EDUCATION LEVEL.--RESEARCH INTO HOW ARTIFICIAL INTELLIGENCE IMPACTS THE ECONOMY, WORKFORCE, AND SMALL BUSINESSES.--ASSESSMENT OF HOW DIFFERENT POLICIES IMPACT ECONOMIC MOBILITY, INCLUDING PAID LEAVE AND POSTSECONDARY TRAINING.LOWERING HEALTH CARE COSTS: EVEN WITH THE IMMENSE SUCCESS OF THE AFFORDABLE CARE ACT (ACA), HEALTH CARE COSTS WILL CONTINUE TO RISE, MILLIONS CONTINUE TO BE UNINSURED OR UNDERINSURED, AND OVER 100 MILLION AMERICANS HAVE MEDICAL DEBT. FORTUNATELY, THE ACA PROVIDES A STRONG FOUNDATION TO BUILD UPON, AND THERE ARE NUMEROUS WAYS TO FINISH THE JOB THAT THE ACA STARTED AND MAKE HEALTH CARE AFFORDABLE AND ACCESSIBLE TO ALL. WORK INCLUDED:--ANALYSIS OF THE US HEALTH SYSTEM, INCLUDING HOW THE ACA IS HELPING TO PROTECT PATIENTS, WHY SOME HOSPITALS SUCCEED AND OTHERS DO NOT, AND HOW HOSPITALS ARE FINANCED THROUGHOUT THE COUNTRY.--SHOWING HOW TO LOWER COSTS BY MODERNIZING HOSPITALS, INCLUDING BANNING FACILITY FEES, IMPROVING CHARITY CARE, AND REFORMING INCENTIVES THAT ENCOURAGE CONSOLIDATION.--MAKING THE CASE ON HOW MEDICAL DEBT AFFECTS THE MIDDLE CLASS AND HOW TO REDUCE MEDICAL DEBT FOR MILLIONS ACROSS THE COUNTRY.EXPANDING ENTREPRENEURSHIP: STARTING A BUSINESS HAS ALWAYS BEEN A KEY PART OF THE AMERICAN DREAM. AND YET, ENTREPRENEURSHIP IN THIS COUNTRY IS EXCEPTIONALLY HARD. TWENTY-ONE PERCENT FAIL IN THEIR FIRST YEAR, AND ONLY 50% ARE STILL IN BUSINESS AFTER FIVE YEARS. MORE MUST BE DONE TO REMOVE BARRIERS TO STARTING AND SCALING BUSINESSES, ESPECIALLY FOR DISADVANTAGED COMMUNITIES. WORK INCLUDED:--EXTENSIVE RESEARCH UNPACKING WHO OWNS BUSINESSES IN AMERICA, HOW THOSE BUSINESSES ARE FARING, AND BARRIERS TO ENTREPRENEURSHIP.DEVELOPMENT OF POLICY IDEAS THAT WOULD MAKE IT EASIER FOR MORE PEOPLE TO START AND SCALE VENTURES, INCLUDING HOW TO TRIPLE THE NUMBER OF EXPORTERS, REFORM THE FEDERAL CONTRACTING SYSTEM, INCREASE CAPITAL ACCESS, AND HELP MORE PEOPLE TAKE THE FIRST STEP IN BUSINESS OWNERSHIP. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $430,844 | ExpenseAmt |
| Desc | NATIONAL SECURITY PROGRAM:IN 2024, THE NATIONAL SECURITY PROGRAM FOCUSED MOST EXCLUSIVELY ON ARTIFICIAL INTELLIGENCE, BOTH DOMESTICALLY AND AS IT RELATES TO CHINA. IT IS CLEAR NOW THAT AI IS THE NEW ARMS RACE AND THAT BOTH THE UNITED STATES AND CHINA ARE WELL AHEAD OF THE REST OF THE WORLD. EACH COUNTRY HAS A DIFFERENT MODEL ON HOW IT WILL DEVELOP AI AND EACH HAS GOALS ON HOW IT IS REGULATED IN DEPLOYED. US-CHINA ON AI AND THE POWER COMPETITION: MORE THAN EVER, THE US-CHINA COMPETITION WILL BE DECIDED BY DIGITAL TECHNOLOGY AND AI. THE NATIONAL SECURITY PROGRAM HIGHLIGHTED THE IMPORTANCE AND CHALLENGES THE US FACES WITH CHINA. --THE AI RACE WILL BE SHAPED BY THE VALUES EACH COUNTRY HOLDS. THIRD WAY DISSECTED THE MAJOR VALUES AMERICA AND CHINA BRING TO AI INNOVATION AND INFORMED POLICYMAKERS AND THE PUBLIC HOW IT MAY DETERMINE WHO WINS THE AI RACE. --IN THIRD WAY'S PAPER TITLED CLASH OF THE TECH TITANS, WE ARGUED TO THE PUBLIC AND POLICYMAKERS THAT THE FRONTLINES IN THE US-CHINA DIGITAL COMPETITION ARE THE COMPANIES. THIRD WAY EDUCATED THE PUBLIC ON WHAT EACH COMPANY DOES, HOW THEY COMPETE, AND THE THREAT THE CHINESE COMPANIES POSE TO NATIONAL SECURITY AND PRIVACY. --THIRD WAY'S PAPER CHINA'S NERVOUS NEIGHBORS EDUCATED POLICYMAKERS AND THE PUBLIC ON HOW AMERICA'S ALLIANCES ARE DEEP, BUT CHINA'S ARE TRANSACTIONAL. WHILE AMERICA'S NEIGHBORS ARE TRUE FRIENDS AND PARTNERS; CHINA'S NEIGHBORS ARE WARY AND NERVOUS. THIRD WAY EXPLAINED CHINA'S CAPABILITIES OF REPRESSION THROUGH AI, MASS SURVEILLANCE, RELENTLESS CENSORSHIP, AND AUTOMATED DISINFORMATION OPERATIONS THAT THREATEN GLOBAL FREEDOMS;--THIRD WAY MADE THE CASE THAT A DIGITAL PRO-DEMOCRACY MODEL IS NEEDED TO SET INTERNATIONAL NORMS AND STANDARDS TO COMPETE AGAINST THE ONGOING PROLIFERATION OF CHINA'S DIGITAL AUTOCRACY MODEL.ARTIFICIAL INTELLIGENCE: HOW SHOULD POLICY MAKERS VIEW ARTIFICIAL INTELLIGENCE A THREAT, AN OPPORTUNITY, BOTH? THIRD WAY EXPLORED BOTH ENDS OF THE SPECTRUM:--THIRD WAY EDUCATED POLICYMAKERS AND THE PUBLIC ON WHAT IS NEW IN ARTIFICIAL INTELLIGENCE AND ARGUED THAT COMPETITION IS GOOD. --THIRD WAY EXPLORED A NEW AI TOPIC CALLED AGENTIC AI AND EXPLORED THE RAMIFICATION FOR POLICYMAKERS.--SHOULD AI BE DEVELOPED IN A CLOSED OR OPEN MODEL? THIRD WAY ANALYZED THE PLUSSES AND MINUSES OF OPEN SOURCE AI TO HELP POLICYMAKERS BETTER UNDERSTAND THIS COMPLICATED AND TECHNICAL ISSUE. --THIRD WAY DRAFTED MANY OTHER PAPERS ON AI, HELD AND ATTENDED DINNERS FOR POLICYMAKERS AIMED AT EXPLORING THE CONTOURS OF AI, PARTICIPATED IN PANELS, AND MADE MANY MEDIA APPEARANCES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $430,844 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $21,516,141 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 77 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 99 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE J DIETERLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023841700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVE NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JONATHAN COWAN | |||||||||
| PRESIDENT AND CEO | 36.00 | 4.00 | Yes (X) | Yes (X) | $413,118 | $0 | $41,470 | ||
| JOHN L VOGELSTEIN | |||||||||
| CHAIR EMERITUS | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RACHEL PRITZKER | |||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| GEORGETTE BENNETT | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM BUDINGER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID COULTER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM DALEY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN DYSON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE EDWARDS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN FRANK | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID HELLER | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER JOSEPH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEREK KAUFMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEREK KIRKLAND | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL LEWIS | |||||||||
| TRUSTEE UNTIL DECEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THURGOOD MARSHALL JR | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN MCCUE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID HORVITZ | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM REEVES | |||||||||
| TRUSTEE UNTIL DECEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BERNARD SCHWARTZ | |||||||||
| TRUSTEE UNTIL FEBRUARY | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALIX BURNS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTINE VARNEY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARC SPILKER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TED TRIMPA | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA MANFREY VOGELSTEIN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOUGLAS LAWRENCE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH ZIMLICH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BOB GOODMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAY ROTHROCK | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN GALBRAITH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALISON KAY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GRAVES TOMPKINS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAJ DATE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STRAUSS ZELNICK | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOYCE ABOUSSIE | |||||||||
| TRUSTEE AS OF JUNE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW BENNETT SECRETARY AND | |||||||||
| EXE. VP OF PUBLIC AFFAIRS | 38.00 | 2.00 | Yes (X) | $379,453 | $0 | $41,140 | |||
| STEVE J DIETERLE CFO | |||||||||
| BOARD TREASURER | 38.00 | 2.00 | Yes (X) | $181,205 | $0 | $7,215 | |||
| JAMES KESSLER | |||||||||
| EXE. VP OF POLICY | 40.00 | $377,021 | $0 | $43,952 | Yes (X) | ||||
| JOSHUA FREED SENIOR VP | |||||||||
| OF CLEAN ENERGY | 40.00 | $294,687 | $0 | $38,121 | Yes (X) | ||||
| GABRIEL A HORWITZ SENIOR | |||||||||
| VP OF ECON PROGRAM | 40.00 | $296,343 | $0 | $29,387 | Yes (X) | ||||
| LANAE M ERICKSON SR VP FOR | |||||||||
| SOCIAL POLICY & POLITICS | 40.00 | $299,942 | $0 | $18,352 | Yes (X) | ||||
| XIAVIAN ROMMELL BROWN | |||||||||
| SENIOR DIRECTOR | 40.00 | $178,811 | $0 | $12,485 | Yes (X) | ||||
| EMILY STERNFELD SENIOR VP | |||||||||
| OF DEV. & EXTERNAL AFFAIRS | 40.00 | $230,542 | $0 | $28,809 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,651,122 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $260,931 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 28 | 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 |
|---|---|---|---|---|---|
| BOUNDARY STONE PARTNERS | |||||
| 1001 PENNSYLVANIA AVE SUITE 740S | WASHINGTON | DC | 20004 | STRATEGIC CONSULTING | $545,000 |
| EVOLVED ENERGY RESEARCH LLC | |||||
| 1125 WEST 37TH AVE | DENVER | CO | 80211 | ANALYSIS, MODELING, CONSULTING | $448,000 |
| GLOBAL STRATEGY GROUP LLC | |||||
| 215 PARK AVE SOUTH 15TH FLOOR | NEW YORK | NY | 10003 | PUBLIC OPINION RESEARCH | $447,100 |
| O'MELVENY | |||||
| 1625 I STREET NW | WASHINGTON | DC | 20006 | CONSULTING & LEGAL | $231,708 |
| STARK MEDIA PLANNING LLC | |||||
| 100 JAY STREET 4F | BROOKLYN | NY | 11201 | MARKETING (PAID DIGITAL MEDIA) | $220,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,866,499 | MembershipDuesAmt |
| Related Organizations | $21,902,000 | RelatedOrganizationsAmt |
| All Other Contributions | $4,692,454 | AllOtherContributionsAmt |
| Total Contributions | $29,460,953 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,085,797 | TotalRevenueColumnAmt |
| Exclusion | $2,085,797 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,015,034 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,862,886 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $152,148 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $152,148 | TotalRevenueColumnAmt |
| Exclusion | $152,148 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,698,898 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,237,945 | 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 | $1,681,500 | TotalAmt |
| Program Services | $1,681,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,404,257 | TotalAmt |
| Program Services | $1,157,658 | ProgramServicesAmt |
| Management And General | $246,579 | ManagementAndGeneralAmt |
| Fundraising | $20 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,263,087 | TotalAmt |
| Program Services | $7,172,830 | ProgramServicesAmt |
| Management And General | $789,588 | ManagementAndGeneralAmt |
| Fundraising | $300,669 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,489 | TotalAmt |
| Program Services | $284,875 | ProgramServicesAmt |
| Management And General | $30,068 | ManagementAndGeneralAmt |
| Fundraising | $11,546 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $804,861 | TotalAmt |
| Program Services | $688,046 | ProgramServicesAmt |
| Management And General | $91,434 | ManagementAndGeneralAmt |
| Fundraising | $25,381 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,164 | TotalAmt |
| Program Services | $608,300 | ProgramServicesAmt |
| Management And General | $82,159 | ManagementAndGeneralAmt |
| Fundraising | $23,705 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,196 | TotalAmt |
| Program Services | $98,786 | ProgramServicesAmt |
| Management And General | $163,410 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,867 | TotalAmt |
| Management And General | $119,867 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,900 | TotalAmt |
| Fundraising | $140,900 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,836 | TotalAmt |
| Management And General | $121,836 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,192,564 | TotalAmt |
| Program Services | $5,977,443 | ProgramServicesAmt |
| Management And General | $215,121 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,247 | TotalAmt |
| Program Services | $571,107 | ProgramServicesAmt |
| Management And General | $1,140 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,579 | TotalAmt |
| Program Services | $76,765 | ProgramServicesAmt |
| Management And General | $78,249 | ManagementAndGeneralAmt |
| Fundraising | $1,565 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $922,748 | TotalAmt |
| Program Services | $756,493 | ProgramServicesAmt |
| Management And General | $154,651 | ManagementAndGeneralAmt |
| Fundraising | $11,604 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $638,875 | TotalAmt |
| Program Services | $582,583 | ProgramServicesAmt |
| Management And General | $50,099 | ManagementAndGeneralAmt |
| Fundraising | $6,193 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,049 | TotalAmt |
| Program Services | $17,030 | ProgramServicesAmt |
| Management And General | $19 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,499,321 | TotalAmt |
| Program Services | $1,416,314 | ProgramServicesAmt |
| Management And General | $80,773 | ManagementAndGeneralAmt |
| Fundraising | $2,234 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,376 | TotalAmt |
| Program Services | $127,376 | ProgramServicesAmt |
| Management And General | $141,546 | ManagementAndGeneralAmt |
| Fundraising | $5,454 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,831 | TotalAmt |
| Program Services | $8,651 | ProgramServicesAmt |
| Management And General | $44,114 | ManagementAndGeneralAmt |
| Fundraising | $66 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STAFF DEVELOPMENT | $238,356 | $196,124 | $40,093 | $2,139 |
| REFERENCE MATERIALS | $72,277 | $63,568 | $8,485 | $224 |
| PANTRY SUPPLIES | $44,008 | $26,799 | $16,221 | $988 |
| JOB ADS | $6,410 | $1,036 | $5,357 | $17 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,575 | TotalAmt |
| Program Services | $2,857 | ProgramServicesAmt |
| Management And General | $8,718 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,538,373 | TotalAmt |
| Program Services | $21,516,141 | ProgramServicesAmt |
| Management And General | $2,489,527 | ManagementAndGeneralAmt |
| Fundraising | $532,705 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,875,386 | BOYAmt |
| EOY | $4,758,667 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,000 | BOYAmt |
| EOY | $27,136 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,770 | BOYAmt |
| EOY | $367,265 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,846,829 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,298,533 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $816,192 | BOYAmt |
| EOY | $1,548,296 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,217,680 | BOYAmt |
| EOY | $23,553,974 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,549,355 | BOYAmt |
| EOY | $27,729,390 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,674,013 | BOYAmt |
| EOY | $7,968,362 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,624,634 | BOYAmt |
| EOY | $65,953,090 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,039,378 | BOYAmt |
| EOY | $1,157,084 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,542,406 | BOYAmt |
| EOY | $1,433,503 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,011,636 | BOYAmt |
| EOY | $4,637,905 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,593,420 | BOYAmt |
| EOY | $7,228,492 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,900,824 | BOYAmt |
| EOY | $58,697,462 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,390 | BOYAmt |
| EOY | $27,136 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,031,214 | BOYAmt |
| EOY | $58,724,598 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,624,634 | BOYAmt |
| EOY | $65,953,090 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,160,525 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,532,859 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expended527 Activities | $50,386 | Expended527ActivitiesAmt |
| Total Exempt Function Expend | $50,386 | 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 | $2,866,499 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $75,754 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $75,754 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $2,866,499 | AggregateReportedDuesNtcAmt |
| Taxable | -$2,790,745 | 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 PUBLIC OFFICIALS AND OTHER LEADERS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,171,258 | OtherCostOrOtherBasisAmt |
| Depreciation | $972,215 | DepreciationAmt |
| Book Value | $1,199,043 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $237,209 | OtherCostOrOtherBasisAmt |
| Depreciation | $137,189 | DepreciationAmt |
| Book Value | $100,020 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $438,362 | OtherCostOrOtherBasisAmt |
| Depreciation | $189,129 | DepreciationAmt |
| Book Value | $249,233 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,548,296 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $168,187 | F |
| CERTIFICATES OF DEPOSIT | $167,703 | F |
| CORPORATE BONDS | $27,393,500 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $27,729,390 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $31,770 |
| DIVIDENDS RECEIVABLE | $8,395 |
| DUE FROM THIRD WAY INSTITUTE, A RELATED PARTY | $4,923,500 |
| OPERATING LEASE ASSET | $3,004,697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,968,362 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $4,637,905 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,637,905 | 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 (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 1 | 1 | PROGRAM SERVICES | ENERGY PROGRAM | $896,476 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | PROGRAM SERVICES | ENERGY PROGRAM | $30,541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $927,017 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $927,017 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
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 |
|---|---|---|---|---|---|---|---|---|
| DARA L C FREED INC | ||||||||
| 383 GRAND STREET | NEW YORK | NY | 10002 | FUNDRAISING CONSULTANT | 0 | $0 | $25,400 | -$25,400 |
| B2K SOCIAL VENTURES (DBA THIRD PLATEAU) | ||||||||
| 127 UNIVERSITY AVE | BERKELEY | CA | 94710 | FUNDRAISING CONSULTANT | 0 | $0 | $5,500 | -$5,500 |
| ELI WALD | ||||||||
| 3041 NORTH KEDZIE AVE | CHICAGO | IL | 60618 | FUNDRAISING CONSULTANT | 0 | $0 | $110,000 | -$110,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $140,900 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$140,900 | TotalNetToOrganizationAmt |
| Licensed States | DC | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| NATIONAL URBAN LEAGUE INC | ||||||||
| 80 PINE STREET 9TH FLOOR | NEW YORK | NY | 10005 | 131840489 | 501(C)(3) | $256,000 | $0 | TO FURTHER THE GOALS OF THE ALLIANCE FOR ENTREPRENEURIAL EQUITY INITIATIVE TO START AND EXPAND SUCCESSFUL BUSINESSES |
| THE NEWDEAL FORUM | ||||||||
| 233 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | 824346598 | 501(C)(3) | $65,000 | $0 | TO SUPPORT EDUCATION AND COMMUNICATION ACTIVITIES ON CLEAN ENERGY INVESTMENTS |
| CIVIC ATTENTION INC | ||||||||
| PO BOX 38 | MIDLOTHIAN | VA | 23113 | 332495663 | N/A | $180,000 | $0 | MODERATE POWER PROJECT |
| COMMON SENSE COALITION | ||||||||
| 1167 MASSACHUSETTS AVE | ARLINGTON | MA | 02476 | 522357542 | 501(C)(4) | $50,000 | $0 | MODERATE POWER VENTURE FUND |
| FOR FACTS SAKE ACTION | ||||||||
| 315 5TH STREET SOUTHEAST | WASHINGTON | DC | 20003 | 932637630 | N/A | $75,000 | $0 | MODERATE POWER VENTURE PROJECT |
| FOR FACTS SAKE | ||||||||
| 315 5TH STREET SOUTHEAST | WASHINGTON | DC | 20003 | 871053246 | 501(C)(3) | $150,000 | $0 | MODERATE POWER VENTURE PROJECT |
| PROTECT OUR FAMILIES INC | ||||||||
| 420 EAST SOUTH TEMPLE STREET | SALT LAKE CITY | UT | 84111 | 841464199 | 501(C)(4) | $475,000 | $0 | CHARITABLE CONTRIBUTION TO SUPPORT WORK FIGHTING RIGHT-WING EXTREMISM AND ANTI-DEMOCRATIC FORCES. |
| THE NEXT 50 NETWORK LLC | ||||||||
| 2000 14TH STREET NW | WASHINGTON | DC | 20009 | 990898994 | N/A | $100,000 | $0 | MODERATE POWER VENTURE FUND |
| THE WELCOME PARTY INC | ||||||||
| 867 BOYLSTON STREET | BOSTON | MA | 02116 | 843511352 | N/A | $125,000 | $0 | MODERATE POWER VENTURE FUND |
| YOUNG PEOPLE'S ALLIANCE EDUCATION FUND | ||||||||
| 4030 WAKE FOREST ROAD | RALEIGH | NC | 27609 | 883062059 | 501(C)(3) | $200,000 | $0 | MODERATE POWER VENTURE FUND |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CONTRIBUTIONS ARE FOR GENERAL SUPPORT AND MINIMAL MONITORING IS REQUIRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (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 AND CEO | $413,118 | $0 | $0 | $0 | $0 | $0 | $13,800 | $0 | $27,670 | $0 | $454,588 | $0 | $0 | $0 |
| JAMES KESSLER | ||||||||||||||
| EXE. VP OF POLICY | $377,021 | $0 | $0 | $0 | $0 | $0 | $13,800 | $0 | $30,152 | $0 | $420,973 | $0 | $0 | $0 |
| MATTHEW BENNETT SECRETARY AND | ||||||||||||||
| EXE. VP OF PUBLIC AFFAIRS | $379,453 | $0 | $0 | $0 | $0 | $0 | $13,800 | $0 | $27,340 | $0 | $420,593 | $0 | $0 | $0 |
| JOSHUA FREED SENIOR VP | ||||||||||||||
| OF CLEAN ENERGY | $294,687 | $0 | $0 | $0 | $0 | $0 | $12,032 | $0 | $26,089 | $0 | $332,808 | $0 | $0 | $0 |
| GABRIEL A HORWITZ SENIOR | ||||||||||||||
| VP OF ECON PROGRAM | $296,343 | $0 | $0 | $0 | $0 | $0 | $12,026 | $0 | $17,361 | $0 | $325,730 | $0 | $0 | $0 |
| LANAE M ERICKSON SR VP FOR | ||||||||||||||
| SOCIAL POLICY & POLITICS | $299,942 | $0 | $0 | $0 | $0 | $0 | $12,022 | $0 | $6,330 | $0 | $318,294 | $0 | $0 | $0 |
| EMILY STERNFELD SENIOR VP | ||||||||||||||
| OF DEV. & EXTERNAL AFFAIRS | $230,542 | $0 | $0 | $0 | $0 | $0 | $9,447 | $0 | $19,362 | $0 | $259,351 | $0 | $0 | $0 |
| XIAVIAN ROMMELL BROWN | ||||||||||||||
| SENIOR DIRECTOR | $178,811 | $0 | $0 | $0 | $0 | $0 | $7,219 | $0 | $5,266 | $0 | $191,296 | $0 | $0 | $0 |
| STEVE J DIETERLE CFO | ||||||||||||||
| BOARD TREASURER | $181,205 | $0 | $0 | $0 | $0 | $0 | $7,215 | $0 | $0 | $0 | $188,420 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE J, PART II: | FormAndLineReferenceDesc |
| Explanation | ALL EMPLOYEES' WAGES (REPORTED ON FORM W-2) ARE PAID BY THIRD WAY. HOWEVER, BECAUSE EMPLOYEES PERFORM WORK FOR BOTH THIRD WAY AND THIRD WAY INSTITUTE, THE COSTS ARE SHARED. THIRD WAY TRACKS AND ANALYZES HOW MUCH TIME AND EXPENSE IS DEVOTED TO EACH ORGANIZATION, THEN ALLOCATES EXPENSES ACCORDINGLY BETWEEN THE TWO ENTITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | 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 | OTHER COMMISSIONED RESEARCH: PROGRAM SERVICE EXPENSES 1,328,478. MANAGEMENT AND GENERAL EXPENSES 75,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,403,478. POLICY RESEARCH: PROGRAM SERVICE EXPENSES 2,246,431. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,246,431. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 1,925,934. MANAGEMENT AND GENERAL EXPENSES 140,121. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,066,055. DATA ANALYSIS: PROGRAM SERVICE EXPENSES 476,600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 476,600. |
| FORM 990, PART XII, LINE 2C: | THESE PROCESSES HAVE NOT CHANGED SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD WAY INSTITUTE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVE NW STE 501 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260535276 | EIN |
| Primary Activities | SEE PART VII | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD WAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THIRD WAY INSTITUTE | ||
| C | $21,902,000 | COST |
| THIRD WAY INSTITUTE | ||
| O | $218,814 | COST |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: | FormAndLineReferenceDesc |
| Explanation | TO SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES THAT ADVANCE CENTRIST SOLUTIONS. | ExplanationTxt |