2018-05-14T08:54:47-05:00 2017-12-31 521853933 JONES MARESCA & MCQUADE PA 1730 RHODE ISLAND AVE NW SUITE 800 WASHINGTON DC 20036 990 2017-01-01 201734070 THIRD WAY THIR 2023841700 1025 CONNECTICUT AVE NW NO 400 WASHINGTON DC 20036 JONATHAN COWAN PRESIDENT 2023841700 2018-05-10 1 DAVID JONES P01361002 2022963306 64.88.174.3 2018-05-10 07:35:07 ED P 0087580C7340B0612ABF44AF1D415F2C3C4A590E 5575D90CB195091D6B4EB5F3F752F7C02BA6CC45 2017 2021-01-29 14:40:06Z JONATHAN COWAN 1025 CONNECTICUT AVE NW NO 400 WASHINGTON DC 20036 13899581 0 X WWW.THIRDWAY.ORG X 2004 DC TO RESEARCH AND DEVELOP CENTRIST POLICY IDEAS. 31 30 74 30 0 0 10429250 10763751 0 0 -24022 984696 0 0 10405228 11748447 0 477052 0 0 5275673 5543045 156000 85000 151046 3272825 4479829 8704498 10584926 1700730 1163521 27962854 33083229 372133 1980398 27590721 31102831 X TO RESEARCH AND DEVELOP CENTRIST POLICY IDEAS. 0 0 3240568 SOCIAL POLICY AND POLITICSIN 2017, THE SOCIAL POLICY AND POLITICS PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING: 1) BETTER UNDERSTANDING THE VOTERS WHO WILL MAKE UP THE NEXT AMERICAN MAJORITY; 2) DEVELOPING A ROBUST VOTER EMPOWERMENT AGENDA; 3) REFOCUSING THE CONVERSATION IN HIGHER EDUCATION AWAY FROM COST TO VALUE; AND 4) CONTRIBUTING SUBSTANTIALLY TO MOVING THE NATIONAL CONVERSATIONS FORWARD ON IMMIGRATION, GUN POLICY, AND MARIJUANA LEGALIZATION. TO ACCOMPLISH THE GOAL OF BETTER UNDERSTANDING THE NEXT AMERICAN MAJORITY, WE PRODUCED REPORTS AND MEMOS ANALYZING THE AMERICAN ELECTORATE, AND WE CONDUCTED SIX VISITS TO CONGRESSIONAL DISTRICTS AROUND THE COUNTRY. WE FOUND THAT: 1) DEMOGRAPHICS ARE NOT - AND WON'T BE - A CURE-ALL FOR PROGRESSIVES. WE MADE THIS CASE IN A WIDELY-READ REPORT AND WASHINGTON POST OP-ED; 2) THE PROGRESSIVE MOVEMENT NEEDS TO EMBRACE A BROAD PATH. WE MADE THIS CASE IN A REPORT AND A FEATURE IN THE WASHINGTON POST'S DAILY 202; 3) OUR DISTRICT VISITS REVEALED THAT - NO MATTER THE COMMUNITY - PEOPLE ARE CONFRONTING COMPLEX PROBLEMS LIKE IMMIGRATION AND ECONOMIC OPPORTUNITY IN THEIR DAILY LIVES, AND THERE IS AN URGENCY TO ADDRESS THEM. SECOND, WE INITIATED THE DEVELOPMENT OF A HOLISTIC VOTER EMPOWERMENT AGENDA. THIS AGENDA IS MEANT TO ADDRESS VOTERS' FALTERING FAITH IN GOVERNMENT, AS WELL AS THE SPECIFIC PROBLEMS OF OBSTACLES TO VOTER PARTICIPATION AND MAKING SURE EVERY VOTE COUNTS. THIS INCLUDES: 1) CREATING OUR OWN SET OF GUIDING PRINCIPLES OF HOW TO EMPOWER VOTERS WITH A TARGETED LAUNCH DATE OF EARLY 2018; 2) JOINING A COALITION TO ADVOCATE FOR RANKED CHOICE VOTING AND NONPARTISAN REDISTRICTING NATIONWIDE. THIRD, WE MADE SIGNIFICANT PROGRESS IN 2017 TO INCREASE OUR FOOTPRINT AND MOVE THE CONVERSATION IN HIGHER EDUCATION FROM COST TO VALUE, AND METRICS OF OUR SUCCESSES HERE INCLUDE: 1) DOUBLING THE CAPACITY OF OUR HIGHER EDUCATION TEAM FROM THREE TO SIX (INCLUDING THE HIRING OF A POLICY ADVISOR, EDUCATION EVENTS COORDINATOR, AND EDUCATION COMMUNICATIONS ADVISOR), ALLOWING US TO PRODUCE A STEADY STREAM OF 101-LEVEL EXPLAINERS, ORIGINAL DATA AND ANALYSIS, OP-EDS, DIGITAL CONTENT, AND PUBLIC EVENTS THAT HIGHLIGHT THE QUALITY AND COMPLETION CRISIS ACROSS OUR HIGHER EDUCATION SYSTEM FOR HILL STAFF AND NON-TRADE PRESS; 2) UNDERTAKING A TWO-YEAR PUBLIC OPINION RESEARCH PROJECT TO PERSUADE POLICYMAKERS AND INFLUENCERS TO DEFINE THE PROBLEMS IN HIGHER EDUCATION DIFFERENTLY, INCLUDING SHIFTING THE CONVERSATION AWAY FROM COST TO VALUE; 3) PLAYING AN INSTRUMENTAL ROLE IN CONVENING THE PRINCIPALS OF KEY HIGHER EDUCATION ORGANIZATIONS IN DC IN A BEHIND-THE-SCENES "FIGHT CLUB" THAT WORK TOGETHER TO PROMOTE INFORMATION-SHARING, IDENTIFY AND ADVOCATE FOR COLLECTIVE ACTION AROUND SHARED POLICY PRIORITIES, AND BUILD TRUST WITHIN THE HIGHER EDUCATION REFORM MOVEMENT. FINALLY, METRICS FOR OUR 2017 SUCCESS IN SOCIAL POLICY INCLUDED ACHIEVEMENTS IN THE DEBATE OVER IMMIGRATION, GUN, AND MARIJUANA POLICY, MAINLY: 1) PUSHING BACK AGAINST TRUMP ANTI-IMMIGRANT ACTIONS THROUGH A SERIES OF BORDER WALL AND SANCTUARY CITY REPORTS, EXPLAINERS, AND ONE-PAGERS WRITTEN TO GIVE MODERATES THE MEANS TO EFFECTIVELY STAND UP TO THE ADMINISTRATION'S XENOPHOBIC ATTACKS; 2) WORKING WITH THE GUN SAFETY COALITION TO EDUCATE THE PUBLIC ABOUT DANGEROUS PROPOSALS ON THE TABLE AROUND GUNS, INCLUDING NATIONWIDE MANDATORY CONCEALED CARRY PERMIT RECIPROCITY AND HANDGUN SILENCER DEREGULATION; 3) RELEASING A COMPREHENSIVE REPORT ON THE EVOLUTION OF MARIJUANA LEGALIZATION THAT DETAILS BOTH THE CHANGES IN THE STATE AND FEDERAL LANDSCAPES AND THE SUBSTANTIAL SHIFTS IN PUBLIC OPINION AND CONGRESSIONAL WILLINGNESS TO ADDRESS MARIJUANA POLICY. 2915383 375000 CLEAN ENERGY - IN 2017, THE CLEAN ENERGY PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING: 1. NUCLEAR POWER: PRODUCED A SERIES OF PAPERS, VIDEOS, AND REPORTS EXPLAINING HOW ADVANCED NUCLEAR TECHNOLOGY CAN HELP THE UNITED STATES REDUCE CARBON EMISSIONS TO ADDRESS CLIMATE CHANGE, AND WHAT SERVICES IT COULD PROVIDE TO DISPLACE FOSSIL FUELS. ALSO CONDUCTED A COMPREHENSIVE STUDY ON THE NUMBER OF COMPANIES AND RESEARCH INSTITUTIONS DEVELOPING ADVANCED NUCLEAR REACTORS IN NORTH AMERICA. HOSTED A WORKING GROUP AT STANFORD UNIVERSITY ON THE OPPORTUNITIES AND OBSTACLES FACING THE COMMERCIALIZATION OF ADVANCED NUCLEAR, WHICH IDENTIFIED GAPS IN THE CURRENT PRIVATE CAPITAL MARKETS THAT NEED TO BE ADDRESSED AS PERHAPS THE BIGGEST LONG-TERM CHALLENGE TO ADVANCED NUCLEAR. 2. INNOVATION: PRODUCED A SERIES OF PAPERS, VIDEOS, AND EDUCATIONAL BRIEFINGS EXPLAINING THE IMPORTANCE OF FEDERAL FUNDING FOR CLEAN ENERGY INNOVATION IN THE UNITED STATES, AND THE IMPACT CUTS TO INNOVATION WOULD HAVE ON U.S. COMPETITIVENESS AND THE ECONOMY. 3. CARBON CAPTURE: DEVELOPED AND RELEASED A COMPREHENSIVE REPORT EVALUATING ALL OF THE CARBON CAPTURE PROJECTS UNDER DEVELOPMENT IN THE UNITED STATES AND AROUND THE WORLD. HOSTED EDUCATIONAL EVENTS TO HIGHLIGHT THE PROGRESS IN THE DEVELOPMENT OF CARBON CAPTURE TECHNOLOGIES, AND IDENTIFY THE STEPS NEEDED TO COMMERCIALIZE AND SCALE THE TECHNOLOGIES. 2355496 102052 ECONOMICS PROGRAM - 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.IN 2017, THE ECONOMIC PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING:1. NEW SOCIAL COMPACT FOR THE DIGITAL AGE: EMBARKED ON A YEAR-LONG PROCESS THAT EXPLORED EXTENSIVE ECONOMIC, SOCIOLOGICAL, AND PUBLIC OPINION RESEARCH THAT SHOWED THE SIGNATURE ECONOMIC QUESTION FOR MOST AMERICANS IS: HOW WILL WE AND OUR KIDS HAVE THE OPPORTUNITY TO EARN A GOOD LIFE IN A TIME OF AMAZON, ROBOTS, AND DRIVERLESS TRUCKS? WITH THAT IN MIND, WE CREATED A MODERN POLICY AGENDA THAT OFFERS A BOLD REIMAGINING OF GOVERNMENT'S ROLE IN EXPANDING THE OPPORTUNITY TO EARN. WE DEVELOPED 12 TRANSFORMATION POLICIES THAT REIMAGINE INVESTMENT IN GOOD-PAYING JOBS, REINVENT POSTSECONDARY EDUCATION AND SKILLS, AND REDESIGN THE PAY AND BENEFITS OF WORK.2. HEALTH CARE: DEVELOPED A SERIES OF REPORTS THAT ANALYZED THE IMPACT AND REPERCUSSIONS OF EFFORTS TO DISMANTLE THE AFFORDABLE CARE ACT ON BOTH COVERAGE AND COSTS FOR MIDDLE CLASS FAMILIES. REPORTS ANALYZED THE CURRENT STRUCTURE OF THE ACA, AN EXAMINATION OF POLICIES NEEDED TO STRENGTHEN THE LAW, AND AN ANALYSIS OF CONSEQUENCES OF REPEAL.3. CAPITAL MARKETS: DEVELOPED A SERIES OF REPORTS THAT ANALYZED THE IMPACT OF EFFORTS TO WEAKEN AND REPEAL THE DODD-FRANK FINANCIAL REFORM LEGISLATION ON THE BROADER ECONOMY. ANALYSIS INCLUDED THE ECONOMIC BENEFITS OF A STABLE FINANCIAL SYSTEM AND WELL AS EXAMINATION OF BANK CAPITAL RULES AND BANK BAILOUTS. 652045 NATIONAL SECURITY PROGRAMOUR NATIONAL SECURITY PROGRAM WORKED IN 2017 TO EDUCATE THE PUBLIC ON NATIONAL SECURITY ISSUES. TO THAT END, WE PROVIDED A SERIES OF BRIEFINGS AND PAPERS THAT WERE WIDELY ATTENDED AND DISTRIBUTED. SPECIFICALLY, METRICS FOR OUR 2017 SUCCESSES INCLUDE:* RELEASING A MAJOR BRIEFING PAPER "THE LAST STRAW: RESPONDING TO RUSSIA'S ANTI-WESTERN AGGRESSION" WHICH WAS A BIPARTISAN POLICY ROADMAP TO HOLD RUSSIA ACCOUNTABLE FOR THEIR ELECTION INTERFERENCE, INCLUDING RECOMMENDATIONS ON SANCTIONS, NATO RELATIONS, CAMPAIGN FINANCE, AND ELECTION SECURITY; * CONDUCTING PUBLIC OPINION WORK IN PARTNERSHIP WITH LAWFARE AT BROOKINGS TO BROADEN OUR UNDERSTANDING OF PARTISAN PERCEPTIONS ON NATIONAL SECURITY, ON THE PUBLIC'S VIEWS ON THE RUSSIA INVESTIGATION, ON ELECTRONIC SURVEILLANCE, AND ON OTHER NATIONAL INSTITUTIONS AND OPERATIONS, WHICH IS POSTED TO THE LAWFARE WEBSITE AND ON THE THIRD WAY WEBSITE; * LEADING EFFORTS TO REFORM ELECTRONIC SURVEILLANCE STATUTES WITH A BALANCED APPROACH, INCLUDING PRODUCING THE PAPER, "WHY ELECTRONIC SURVEILLANCE REFORM IS NECESSARY, AND A SERIES OF SHORTER PAPERS AND INFOGRAPHICS WHICH WERE WIDELY RELIED UPON BY CONGRESSIONAL OFFICES, JOURNALISTS, AND OTHER THINK TANKS TO HELPED FRAME THE DEBATE FOR THE REAUTHORIZATION OF THE ELECTRONIC SURVEILLANCE PROGRAMS AT PLAY SINCE THE SNOWDEN DISCLOSURES.* EVALUATED CONGRESSIONAL WHISTLEBLOWER PROCEDURES, AND PUBLISHED A REPORT IN JANUARY OF 2018, WHICH EXAMINED WHICH MEMBERS OF CONGRESS SERVING ON NATIONAL SECURITY COMMITTEES WERE CREATING AVENUES FOR WHISTLEBLOWERS TO APPROACH THEM.* WE ALSO EDUCATED MEMBERS AROUND A VARIETY OF PROLIFERATION THREATS, INCLUDING PRODUCING A REPORT ON WHAT WOULD HAPPEN IF THE ADMINISTRATION WITHDREW FROM THE JCPOA, COLLOQUIALLY KNOWN AS THE IRAN DEAL. WE ALSO EXPLAINED THE PROLIFERATION CONSEQUENCES FOR THE US GOVERNMENT IN SEEKING NUCLEAR ENERGY DEALS IN SAUDI ARABIA WHICH ARE LIKELY TO DESTABILIZE AN ALREADY VOLATILE REGION THROUGH AN OP-ED PUBLISHED ON LAWFARE. 652045 9163492 0 1 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 48 0 1 74 1 0 0 0 0 1 1 0 X 31 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 2023841700 1025 CONNECTICUT AVE NW NO 400 WASHINGTON DC 20036 JOHN L VOGELSTEIN BOARD CHAIR 3.00 X X 0 0 0 GEORGETTE BENNETT TRUSTEE 2.00 X 0 0 0 WILLIAM BUDINGER TRUSTEE 2.00 X 0 0 0 DAVID COULTER TRUSTEE 2.00 X 0 0 0 LEWIS CULLMAN TRUSTEE 2.00 X 0 0 0 WILLIAM DALEY TRUSTEE 2.00 X 0 0 0 JOHN DYSON TRUSTEE 2.00 X 0 0 0 ROBERT DYSON TRUSTEE 2.00 X 0 0 0 MIKE EDWARDS TRUSTEE 2.00 X 0 0 0 ANDREW FELDSTEIN TRUSTEE 2.00 X 0 0 0 BRIAN FRANK TRUSTEE 2.00 X 0 0 0 DAVID GREENWALD TRUSTEE 2.00 X 0 0 0 DAVID HELLER TRUSTEE 2.00 2.00 X 0 0 0 PETER JOSEPH TRUSTEE 2.00 X 0 0 0 DEREK KAUFMAN TRUSTEE 2.00 X 0 0 0 DEREK KIRKLAND TRUSTEE 2.00 X 0 0 0 DANIEL LEWIS TRUSTEE 2.00 X 0 0 0 THURGOOD MARSHALL JR TRUSTEE 2.00 2.00 X 0 0 0 SUSAN MCCUE TRUSTEE 2.00 X 0 0 0 DAVID HORVITZ TRUSTEE 2.00 X 0 0 0 RACHEL PRITZKER TRUSTEE 2.00 X 0 0 0 HOWARD ROSSMAN TRUSTEE 2.00 2.00 X 0 0 0 WILLIAM REEVES TRUSTEE 2.00 X 0 0 0 BERNARD SCHWARTZ TRUSTEE 2.00 X 0 0 0 ORIN SMITH TRUSTEE 2.00 X 0 0 0 CHRISTINE VARNEY TRUSTEE 2.00 X 0 0 0 MARC SPILKER TRUSTEE 2.00 X 0 0 0 TED TRIMPA TRUSTEE 2.00 X 0 0 0 BARBARA MANFREY VOGELSTEIN TRUSTEE 2.00 X 0 0 0 JOSEPH ZIMLICH TRUSTEE 2.00 X 0 0 0 JONATHAN COWAN PRESIDENT 38.00 4.00 X X 307049 33996 16853 NANCY HALE SVP AND TREASURER 38.00 2.00 X 293968 15454 19675 MATTHEW BENNETT SVP AND SECRETARY 38.00 2.00 X 292086 15454 26698 JAMES KESSLER SVP FOR POLICY 40.00 X 303612 0 29191 LANAE M ERICKSON VP., SOCIAL POLICY & POLIT 40.00 X 191727 0 11659 MEIKE EOYANG VP, NATIONAL SECURITY 40.00 X 169612 0 11818 JOSHUA FREED VP, CLEAN ENERGY 40.00 X 195364 0 22556 GABE HOROWITZ VP, ECON PROGRAM 40.00 X 191195 0 17750 DAVID KENDALL SR. FELLOW, HEALTH & FISCAL POLICY 40.00 X 129494 0 5346 2074107 64904 161546 11 0 1 0 GLOBAL STRATEGY GROUP LLC 215 PARK AVE SOUTH 15TH FLOOR NEW YORK NY 10003 CONSULTING SERVICES 224120 FEARLESS UNLIMITED 1750 30TH ST 196 BOULDER CO 80301 CONSULTING SERVICES FOR NEXT IDEAS NETWO 214530 270 STRATEGIES 626 W JACKSON BLVD STE 600 CHICAGO IL 60661 CONSULTING SERVICES 147852 MARKHAM GROUP LLC 1000 WEST 3RD ST LITTLE ROCK AR 72201 CONSULTING SERVICES 134274 EDUCATION COUNSEL 101 CONSTITUTION AVE NW STE 900 WASHINGTON DC 20001 CONSULTING SERVICES 120000 7 2283985 8179766 300000 10763751 86368 86368 3049462 2151134 898328 898328 898328 11748447 0 0 984696 X 477052 477052 1284336 1080634 191762 11940 3493465 3165302 316032 12131 133046 120706 11882 458 327410 292420 33699 1291 304788 271490 31802 1496 27499 27499 30919 30919 85000 85000 448879 448879 1690787 1660927 29393 467 196115 175244 19828 1043 133683 121843 11291 549 620430 553298 64064 3068 256814 238654 17244 916 673 673 82756 82756 1093 1093 217054 189728 26126 1200 18298 15308 2907 83 OUTREACH AND EVENTS 579422 579422 REFERENCE MATERIALS 75293 68293 7000 STAFF DEVELOPMENT 65268 58632 6359 277 RECRUITING 50866 46920 3632 314 -16020 -35810 -4023 23813 10584926 9163492 1270388 151046 3463301 8714713 6888709 4972544 4922954 96088 83119 119775 1911252 407982 203324 1503270 12385688 17665037 15759 11802 27962854 33083229 321150 445989 50983 1534409 372133 1980398 X 27136111 28677225 454610 2425606 27590721 31102831 27962854 33083229 1163521 2348589 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7717 7717 7717 1 0 0 0 2283985 124524 124524 342598 -218074 PART I-A, LINE 1: THE ORGANIZATION SHARES ITS POLICY IDEAS AND ANALYSES AS BROADLY AS POSSIBLE, INCLUDING, IN SOME INSTANCES, TO CANDIDATES AND THEIR STAFF. 1035431 260876 774555 463292 125606 337686 412529 21500 391029 1503270 DEFERRED RENT 1534409 1534409 X PART X, LINE 2: THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2017. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 6845295 0 0 0 0 0 0 6845295 0 6845295 0 0 1 1 0 0 X X 1 HOLLY PAGE HOSCHEIT 7908 RIVER FALLS DRIVE POTOMAC MD 20854 FUNDRAISING CONSULTANT 0 0 25000 -25000 PEARSON & ASSOCIATES 900 19TH STREET NW STE 800 WASHINGTON DC 20006 FUNDRAISING CONSULTANT 0 0 60000 -60000 BLOOM STRATEGIC CONSULTING LLC 4925 GREENVILLE AVE SUITE 100 DALLAS TX 75206 FUNDRAISING CONSULTANT 0 0 10000 -10000 95000 -95000 CA 1 THE BREAKTHROUGH INSTITUTE 436 14TH STREET SUITE 820 OAKLAND CA 94612 814526660 501(C)(3) 200000 RESEARCH WHICH INCLUDES STUDYING THE ROLE OF GOVERNMENT AND TECHNOLOGICAL INNOVATION IN REDUCING AGRICULTURE'S IMPACT ON WILDLIFE AND CLIMATE CHANGE. GRAND VIEW GROUP CONSULTING 607 FORT WILLIAMS PARKWAY ALEXANDRIA VA 22304 N/A 175000 ACTIVITIES TO IDENTIFY OF OPPORTUNITIES TO ENGAGE AND BUILD DURABLE, POLITICALLY RELEVANT STAKEHOLDER NETWORKS TO ADVANCE POLICIES THAT WOULD BE EFFECTIVE AND POLITICALLY FEASIBLE IN INCREASING ADOPTION OF THESE PRACTICES; IDENTIFY FEDERAL POLICY LEVERS THAT COULD BE DEPLOYED TO FACILITATE FASTER AND WIDER ADOPTION OF THE TECHNOLOGIES IDENTIFIED; AND IDENTIFY ON-THE-GROUND OPPORTUNITIES AND FACT PATTERNS THAT WOULD ALLOW US TO BUILD RELATIONSHIPS WITH PRODUCERS WHO COULD ADVOCATE FOR MORE INNOVATIVE AND IMPACTFUL CONSERVATION POLICIES. NEWDEAL 233 PENNSYLVANIA AVE SE WASHINGTON DC 20003 273177985 501(C)(4) 100000 PRO-GROWTH PROGRESSIVE RESEARCH 1 2 X X X X 0 0 0 0 0 0 0 0 0 JONATHAN COWAN PRESIDENT 306153 33996 0 0 896 0 10600 0 5629 624 323278 34620 0 0 NANCY HALE SVP AND TREASURER 293540 15454 0 0 428 0 10600 0 8623 452 313191 15906 0 0 MATTHEW BENNETT SVP AND SECRETARY 291190 15454 0 0 896 0 10600 0 15263 835 317949 16289 0 0 JAMES KESSLER SVP FOR POLICY 303184 0 0 0 428 0 10600 0 18591 0 332803 0 0 0 LANAE M ERICKSON VP., SOCIAL POLICY & POLIT 191299 0 0 0 428 0 7652 0 4007 0 203386 0 0 0 MEIKE EOYANG VP, NATIONAL SECURITY 169184 0 0 0 428 0 6807 0 5011 0 181430 0 0 0 JOSHUA FREED VP, CLEAN ENERGY 194468 0 0 0 896 0 8019 0 14537 0 217920 0 0 0 GABE HOROWITZ VP, ECON PROGRAM 190299 0 0 0 896 0 7652 0 10098 0 208945 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES JOHN AND ROBERT DYSON ARE BROTHERS. BOARD CHAIR JOHN L. VOGELSTEIN AND TRUSTEE BARBARA MANFREY VOGELSTEIN ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE DRAFT 990 IS REVIEWED AND EDITED BY THE PRESIDENT, TREASURER AND FINANCIAL CONTROLLER, A COPY IS SENT TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING THE RETURN 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 354,452. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 354,452. COMMISSIONED PUBLIC OPINION RESEARCH: PROGRAM SERVICE EXPENSES 464,374. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 464,374. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 842,101. MANAGEMENT AND GENERAL EXPENSES 29,393. FUNDRAISING EXPENSES 467. TOTAL EXPENSES 871,961. 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 8179766 CASH RECEIVED THIRD WAY INSTITUTE O 120790 SHARING OF EMPLOYEES