2025-11-11T08:50:10-06:00 2024-12-31 521853933 JM&M 1730 RHODE ISLAND AVE NW SUITE 800 WASHINGTON DC 20036 990 2024-01-01 201734070 THIRD WAY THIR 2023841700 1025 CONNECTICUT AVE NW 400 WASHINGTON DC 20036 STEVE DIETERLE CFO AND TREASURER 2023841700 2025-11-11 1 1 MEENA BISHNOI P01480769 2022963306 2024 2025-03-06 01:10:19Z JONATHAN COWAN 1025 CONNECTICUT AVE NW 400 WASHINGTON DC 20036 60561784 0 X WWW.THIRDWAY.ORG X 2004 DC TO RESEARCH AND DEVELOP CENTRIST POLICY IDEAS. 32 31 99 34 0 0 25482854 29460953 0 0 1669331 2237945 0 0 27152185 31698898 537910 1681500 0 0 10540409 11512858 257670 140900 532705 9930715 11203115 21266704 24538373 5885481 7160525 57624634 65953090 7593420 7228492 50031214 58724598 X TO RESEARCH AND DEVELOP CENTRIST POLICY IDEAS. 0 0 12742201 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. 5014692 1425500 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. 3328404 256000 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. 430844 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. 430844 21516141 0 1 1 1 0 0 0 0 0 1 1 0 1 1 1 0 1 0 1 1 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 77 0 1 99 1 0 0 0 0 1 1 0 0 0 X 32 31 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X STEVE J DIETERLE 2023841700 1025 CONNECTICUT AVE NW 400 WASHINGTON DC 20036 X JONATHAN COWAN PRESIDENT AND CEO 36.00 4.00 X X 413118 0 41470 JOHN L VOGELSTEIN CHAIR EMERITUS 3.00 X X 0 0 0 RACHEL PRITZKER CHAIR 2.00 X X 0 0 0 GEORGETTE BENNETT TRUSTEE 2.00 X 0 0 0 WILLIAM BUDINGER TRUSTEE 2.00 X 0 0 0 DAVID COULTER TRUSTEE 2.00 X 0 0 0 WILLIAM DALEY TRUSTEE 2.00 X 0 0 0 JOHN DYSON TRUSTEE 2.00 X 0 0 0 MIKE EDWARDS TRUSTEE 2.00 X 0 0 0 BRIAN FRANK TRUSTEE 2.00 X 0 0 0 DAVID HELLER TRUSTEE 2.00 2.00 X 0 0 0 PETER JOSEPH TRUSTEE 2.00 X 0 0 0 DEREK KAUFMAN TRUSTEE 2.00 X 0 0 0 DEREK KIRKLAND TRUSTEE 2.00 X 0 0 0 DANIEL LEWIS TRUSTEE UNTIL DECEMBER 2.00 X 0 0 0 THURGOOD MARSHALL JR TRUSTEE 2.00 2.00 X 0 0 0 SUSAN MCCUE TRUSTEE 2.00 X 0 0 0 DAVID HORVITZ TRUSTEE 2.00 X 0 0 0 WILLIAM REEVES TRUSTEE UNTIL DECEMBER 2.00 X 0 0 0 BERNARD SCHWARTZ TRUSTEE UNTIL FEBRUARY 2.00 X 0 0 0 ALIX BURNS TRUSTEE 2.00 X 0 0 0 CHRISTINE VARNEY TRUSTEE 2.00 X 0 0 0 MARC SPILKER TRUSTEE 2.00 X 0 0 0 TED TRIMPA TRUSTEE 2.00 X 0 0 0 BARBARA MANFREY VOGELSTEIN TRUSTEE 2.00 X 0 0 0 DOUGLAS LAWRENCE TRUSTEE 2.00 X 0 0 0 JOSEPH ZIMLICH TRUSTEE 2.00 X 0 0 0 BOB GOODMAN TRUSTEE 2.00 X 0 0 0 RAY ROTHROCK TRUSTEE 2.00 X 0 0 0 STEVEN GALBRAITH TRUSTEE 2.00 X 0 0 0 ALISON KAY TRUSTEE 2.00 X 0 0 0 GRAVES TOMPKINS TRUSTEE 2.00 X 0 0 0 RAJ DATE TRUSTEE 2.00 X 0 0 0 STRAUSS ZELNICK TRUSTEE 2.00 X 0 0 0 JOYCE ABOUSSIE TRUSTEE AS OF JUNE 2.00 X 0 0 0 MATTHEW BENNETT SECRETARY AND EXE. VP OF PUBLIC AFFAIRS 38.00 2.00 X 379453 0 41140 STEVE J DIETERLE CFO BOARD TREASURER 38.00 2.00 X 181205 0 7215 JAMES KESSLER EXE. VP OF POLICY 40.00 X 377021 0 43952 JOSHUA FREED SENIOR VP OF CLEAN ENERGY 40.00 X 294687 0 38121 GABRIEL A HORWITZ SENIOR VP OF ECON PROGRAM 40.00 X 296343 0 29387 LANAE M ERICKSON SR VP FOR SOCIAL POLICY & POLITICS 40.00 X 299942 0 18352 XIAVIAN ROMMELL BROWN SENIOR DIRECTOR 40.00 X 178811 0 12485 EMILY STERNFELD SENIOR VP OF DEV. & EXTERNAL AFFAIRS 40.00 X 230542 0 28809 2651122 0 260931 28 0 1 0 BOUNDARY STONE PARTNERS 1001 PENNSYLVANIA AVE SUITE 740S WASHINGTON DC 20004 STRATEGIC CONSULTING 545000 EVOLVED ENERGY RESEARCH LLC 1125 WEST 37TH AVE DENVER CO 80211 ANALYSIS, MODELING, CONSULTING 448000 GLOBAL STRATEGY GROUP LLC 215 PARK AVE SOUTH 15TH FLOOR NEW YORK NY 10003 PUBLIC OPINION RESEARCH 447100 O'MELVENY 1625 I STREET NW WASHINGTON DC 20006 CONSULTING & LEGAL 231708 STARK MEDIA PLANNING LLC 100 JAY STREET 4F BROOKLYN NY 11201 MARKETING (PAID DIGITAL MEDIA) 220000 17 2866499 21902000 4692454 29460953 2085797 2085797 29015034 28862886 152148 152148 152148 31698898 0 0 2237945 X 1681500 1681500 1404257 1157658 246579 20 8263087 7172830 789588 300669 326489 284875 30068 11546 804861 688046 91434 25381 714164 608300 82159 23705 262196 98786 163410 119867 119867 140900 140900 121836 121836 6192564 5977443 215121 572247 571107 1140 156579 76765 78249 1565 922748 756493 154651 11604 638875 582583 50099 6193 17049 17030 19 1499321 1416314 80773 2234 274376 127376 141546 5454 52831 8651 44114 66 STAFF DEVELOPMENT 238356 196124 40093 2139 REFERENCE MATERIALS 72277 63568 8485 224 PANTRY SUPPLIES 44008 26799 16221 988 JOB ADS 6410 1036 5357 17 11575 2857 8718 24538373 21516141 2489527 532705 238 18875386 4758667 155000 27136 336770 367265 2846829 1298533 816192 1548296 18217680 23553974 11549355 27729390 7674013 7968362 57624634 65953090 1039378 1157084 2542406 1433503 4011636 4637905 7593420 7228492 X 49900824 58697462 130390 27136 50031214 58724598 57624634 65953090 7160525 1532859 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50386 50386 1 0 0 0 2866499 75754 75754 2866499 -2790745 PART I-A, LINE 1: THE ORGANIZATION SHARES ITS POLICY IDEAS AND ANALYSES AS BROADLY AS POSSIBLE, INCLUDING, IN SOME INSTANCES, TO PUBLIC OFFICIALS AND OTHER LEADERS. 2171258 972215 1199043 237209 137189 100020 438362 189129 249233 1548296 HEDGE FUNDS 168187 F CERTIFICATES OF DEPOSIT 167703 F CORPORATE BONDS 27393500 F 27729390 DEPOSITS 31770 DIVIDENDS RECEIVABLE 8395 DUE FROM THIRD WAY INSTITUTE, A RELATED PARTY 4923500 OPERATING LEASE ASSET 3004697 7968362 OPERATING LEASE LIABILITY 4637905 4637905 X PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 1 1 PROGRAM SERVICES ENERGY PROGRAM 896476 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES ENERGY PROGRAM 30541 1 1 0 0 1 1 927017 0 927017 0 0 0 0 0 0 X X 1 DARA L C FREED INC 383 GRAND STREET NEW YORK NY 10002 FUNDRAISING CONSULTANT 0 0 25400 -25400 B2K SOCIAL VENTURES (DBA THIRD PLATEAU) 127 UNIVERSITY AVE BERKELEY CA 94710 FUNDRAISING CONSULTANT 0 0 5500 -5500 ELI WALD 3041 NORTH KEDZIE AVE CHICAGO IL 60618 FUNDRAISING CONSULTANT 0 0 110000 -110000 140900 -140900 DC 1 NATIONAL URBAN LEAGUE INC 80 PINE STREET 9TH FLOOR NEW YORK NY 10005 131840489 501(C)(3) 256000 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) 65000 0 TO SUPPORT EDUCATION AND COMMUNICATION ACTIVITIES ON CLEAN ENERGY INVESTMENTS CIVIC ATTENTION INC PO BOX 38 MIDLOTHIAN VA 23113 332495663 N/A 180000 0 MODERATE POWER PROJECT COMMON SENSE COALITION 1167 MASSACHUSETTS AVE ARLINGTON MA 02476 522357542 501(C)(4) 50000 0 MODERATE POWER VENTURE FUND FOR FACTS SAKE ACTION 315 5TH STREET SOUTHEAST WASHINGTON DC 20003 932637630 N/A 75000 0 MODERATE POWER VENTURE PROJECT FOR FACTS SAKE 315 5TH STREET SOUTHEAST WASHINGTON DC 20003 871053246 501(C)(3) 150000 0 MODERATE POWER VENTURE PROJECT PROTECT OUR FAMILIES INC 420 EAST SOUTH TEMPLE STREET SALT LAKE CITY UT 84111 841464199 501(C)(4) 475000 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 100000 0 MODERATE POWER VENTURE FUND THE WELCOME PARTY INC 867 BOYLSTON STREET BOSTON MA 02116 843511352 N/A 125000 0 MODERATE POWER VENTURE FUND YOUNG PEOPLE'S ALLIANCE EDUCATION FUND 4030 WAKE FOREST ROAD RALEIGH NC 27609 883062059 501(C)(3) 200000 0 MODERATE POWER VENTURE FUND 4 6 PART I, LINE 2: CONTRIBUTIONS ARE FOR GENERAL SUPPORT AND MINIMAL MONITORING IS REQUIRED. X X X X 0 0 0 0 0 0 0 0 0 JONATHAN COWAN PRESIDENT AND CEO 413118 0 0 0 0 0 13800 0 27670 0 454588 0 0 0 JAMES KESSLER EXE. VP OF POLICY 377021 0 0 0 0 0 13800 0 30152 0 420973 0 0 0 MATTHEW BENNETT SECRETARY AND EXE. VP OF PUBLIC AFFAIRS 379453 0 0 0 0 0 13800 0 27340 0 420593 0 0 0 JOSHUA FREED SENIOR VP OF CLEAN ENERGY 294687 0 0 0 0 0 12032 0 26089 0 332808 0 0 0 GABRIEL A HORWITZ SENIOR VP OF ECON PROGRAM 296343 0 0 0 0 0 12026 0 17361 0 325730 0 0 0 LANAE M ERICKSON SR VP FOR SOCIAL POLICY & POLITICS 299942 0 0 0 0 0 12022 0 6330 0 318294 0 0 0 EMILY STERNFELD SENIOR VP OF DEV. & EXTERNAL AFFAIRS 230542 0 0 0 0 0 9447 0 19362 0 259351 0 0 0 XIAVIAN ROMMELL BROWN SENIOR DIRECTOR 178811 0 0 0 0 0 7219 0 5266 0 191296 0 0 0 STEVE J DIETERLE CFO BOARD TREASURER 181205 0 0 0 0 0 7215 0 0 0 188420 0 0 0 FORM 990, SCHEDULE J, PART II: 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. 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. THIRD WAY INSTITUTE 1025 CONNECTICUT AVE NW STE 501 WASHINGTON DC 20036 260535276 SEE PART VII DE 501(C)(3) LINE 7 THIRD WAY 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 THIRD WAY INSTITUTE C 21902000 COST THIRD WAY INSTITUTE O 218814 COST PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: TO SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES THAT ADVANCE CENTRIST SOLUTIONS.