Civic Intelligence

Third Way Institute

990 • Fiscal year 2011 • EIN 26-0535276

Jan 01, 2011 to Dec 31, 2011 • Filed on May 10, 2012

Organization ProfileN/A
1025 Connecticut Ave NW No 50120036-5422
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.24x

Higher debt load relative to assets than 52% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

64th percentile

5.3%

Faster asset growth than 64% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$632,911

Up $31,746 (+5.3%) from 2010

Net Assets

Down

$482,183

Down $65,301 (-12%) from 2010

Liabilities

Up

$150,728

Up $97,047 (+181%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$5,562,295

Up $2,537,730 (+84%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $601,165Liabilities 2010: $53,681Net Assets 2010: $547,4842010Assets 2011: $632,911Liabilities 2011: $150,728Net Assets 2011: $482,1832011Assets 2012: $359,125Liabilities 2012: $81,508Net Assets 2012: $277,6172012Assets 2013: $1,325,801Liabilities 2013: $78,441Net Assets 2013: $1,247,3602013Assets 2014: $3,879,480Liabilities 2014: $75,133Net Assets 2014: $3,804,3472014Assets 2015: $4,413,674Liabilities 2015: $338,553Net Assets 2015: $4,075,1212015Assets 2016: $10,749,354Liabilities 2016: $4,927,622Net Assets 2016: $5,821,7322016Assets 2017: $8,834,746Liabilities 2017: $90,544Net Assets 2017: $8,744,2022017Assets 2018: $18,826,482Liabilities 2018: $2,604,523Net Assets 2018: $16,221,9592018Assets 2019: $23,801,324Liabilities 2019: $5,645,843Net Assets 2019: $18,155,4812019Assets 2020: $24,555,720Liabilities 2020: $4,542,818Net Assets 2020: $20,012,9022020Assets 2021: $31,398,339Liabilities 2021: $10,704,479Net Assets 2021: $20,693,8602021Assets 2022: $31,095,329Liabilities 2022: $16,423,839Net Assets 2022: $14,671,4902022Assets 2024: $28,311,002Liabilities 2024: $14,977,173Net Assets 2024: $13,333,8292024

Highlighted filing

2011

Assets$632,911
Liabilities$150,728
Net Assets$482,183
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $3,024,5652010Expenses 2011: $5,562,2952011Expenses 2012: $5,675,1522012Revenue 2013: $6,840,767Expenses 2013: $5,871,024Net Income 2013: $969,7432013Revenue 2014: $8,352,728Expenses 2014: $5,912,835Net Income 2014: $2,439,8932014Revenue 2015: $8,298,096Expenses 2015: $7,712,417Net Income 2015: $585,6792015Revenue 2016: $8,930,483Expenses 2016: $7,184,416Net Income 2016: $1,746,0672016Revenue 2017: $10,630,450Expenses 2017: $8,379,387Net Income 2017: $2,251,0632017Revenue 2018: $8,457,099Expenses 2018: $211,169Net Income 2018: $8,245,9302018Revenue 2019: $12,100,620Expenses 2019: $11,599,533Net Income 2019: $501,0872019Revenue 2020: $13,267,901Expenses 2020: $12,133,756Net Income 2020: $1,134,1452020Revenue 2021: $13,168,631Expenses 2021: $13,609,991Net Income 2021: -$441,3602021Revenue 2022: $16,673,694Expenses 2022: $18,624,669Net Income 2022: -$1,950,9752022Revenue 2024: $19,278,889Expenses 2024: $22,331,511Net Income 2024: -$3,052,6222024

Highlighted filing

2011

Revenue-
Expenses$5,562,295
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 10, 2012
Return Version
2011v1.2
Gross Receipts
$5,496,994
Mission and Program Overview

Mission

Third way institute supports charitable and educational activities that advance centrist solutions to major economic, national security, energy and social policy issues.

Filing and Contact Details

Filer

EIN
26-0535276
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0Third Way and Third Way Institute adopted the provisions of ASC 740, Accounting for Uncertainty in Income Taxes. ASC 740 requires that a tax position be recognized on a "more-likely-than-not" threshold. This applies to positions taken or expected to be taken in a tax return. The implementation of ASC 740 had no impact on either organization's audited statements of financial position or statements of activities. The organizations do not believe their financial statements include (or reflect) any uncertain tax positions.
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0Schedule I, Part I, Line 2: All grants, such as those made by Third Way Institute to Third Way (grant recipient) in 2011 must comply with the following restrictions: (a) The grant recipient can only use the grant funds for charitable and educational activities, as defined in Secion 501(c)(3) of the Code. No funds may be used for any other purpose. (b) Grant funds shall not be used for any activity considered to be lobbying under Sections 4911 and 501(h) of the Code. (c) Grant funds shall not be used to suport or oppose any candidate seeking election to public office, or provide a benefit to any political party or candidate. In addition, the grant recipient must provide Third Way Institute with detailed semi-annual reports on how the grant funds were used, demonstrating that the funds were only used for the charitable and educational purposes approved in the original grant proposals.
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IRS990ScheduleO/GeneralExplanation/Explanation0In 2011 Third Way Institute made grants to support the development of educational materials and events on the policy challenges faced by America. The materials and events focused on a wide variety of policy issues. This year's accomplishments included: 1. On Economic Growth and Job Creation - Held an event that proposed new ways (going beyond a gas tax) to pay for the cost of building a 21st Century infrastructure for the country. 2. On Education - Released a report examining middle class schools and comparing the perception of how well they are educating our children versus their actual results. 3. On the use of interrogation by National Security personnel - Released a paper looking at the core purposes of interrogation and analyzing why harsh interrogation techniques do not work. 4. On the worldwide expansion of the market for Clean Energy - Hosted an event examining the global competition to win market share in clean energy, and the policies China has implemented to take the lead over the United States in this race. 5. On the discriminatory treatment of gay couples - Released a paper detailing how federal law punishes domestic partners and same-sex spouses by taxing them on employer provided health care benefits that are provided tax-free to others.
IRS990ScheduleO/GeneralExplanation/Explanation1Business Relationships: Officer and Director Jonathan Cowan serves as Trustee and Officer of Third Way. Officer and Director Nancy Hale serves as an Officer of Third Way. Directors David Heller, Howard Rossman, and Thurgood Marshall, Jr. serve as Trustees of Third Way. Officer Matthew Bennett serves as an Officer of Third Way.
IRS990ScheduleO/GeneralExplanation/Explanation2First, the President, Treasurer and Chief Financial Officer conducted an in-depth review of an electronic version of the draft Form 990 as prepared by the CPAs. A second draft Form 990 was then reviewed by legal counsel. After incorporating additional changes, the updated, final version of the Form 990 was sent via e-mail to all members of the Board of Directors for their review prior to filing the tax return with the IRS.
IRS990ScheduleO/GeneralExplanation/Explanation3The conflict of interest policy is furnished annually to senior staff and directors and new individuals are porvided with a copy of this policy upon joining the board of directors or senior staff. All directors sign annual disclosure statements acknowledging their understanding of the policy and disclosing if they have any business or personal relationships that would create a conflict of interest with Third Way Institute.
IRS990ScheduleO/GeneralExplanation/Explanation4The governing documents, conflict of interest policy and financial statements are made available to the public upon request.
IRS990ScheduleO/GeneralExplanation/Explanation5Estimated hours per week devoted to a related organization, Third Way, by individuals listed in Column (A): Jonathan Cowan - 42 hours David Heller - 2 hours Thurgood Marshall, Jr. - 2 hours Howard Rossman - 2 hours Matthew Bennett - 40 hours Nancy Hale - 40 hours Chad FitzGerald - 20 hours Richard Gollub - 36 hours
IRS990ScheduleO/GeneralExplanation/Identifier0Expenses - $5,350,000 including Grants of $5,350,000
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part III, Line 4a
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Section A, line 2
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Section B, line 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5Form 990, Part VII, Section A, Column (B)

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$632,911
Liabilities
$150,728
Net assets
$482,183
Revenue
-
Expenses
$5,562,295
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.3$15.0$13.3$19.3$22.3$3.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.1$16.4$14.7$16.7$18.6$1.95
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.4$10.7$20.7$13.2$13.6$0.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$4.54$20.0$13.3$12.1$1.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.8$5.65$18.2$12.1$11.6$0.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.8$2.60$16.2$8.46$0.21$8.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.83$0.09$8.74$10.6$8.38$2.25
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$4.93$5.82$8.93$7.18$1.75
2015Detailed filing. Detailed filing data is available for this year.$4.41$0.34$4.08$8.30$7.71$0.59
2014Detailed filing. Detailed filing data is available for this year.$3.88$0.08$3.80$8.35$5.91$2.44
2013Detailed filing. Detailed filing data is available for this year.$1.33$0.08$1.25$6.84$5.87$0.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.08$0.28$5.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.15$0.48$5.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.05$0.55$3.02