Third Way Institute

“Section a, line 2: business 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 mattew bennett serves as an officer of third way.”

“First, the president, treasurer and financial controller 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 the legal counsel. After incorporating additional changes, the final version of the form 990 was sent via email to all members of the board of directors for their review prior to filing the tax return with the irs.”

“The conflict of interest policy is furnished annually to senior staff and directors and new individuals are provided 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.”

“The compensation committee conducted a review of ceo salaries for comparably sized organizations to determine a reasonable compensation package. The salary review included, conducting a compensation survey and evaluating form 990 of other organizations.”

“The compensation committee conducted a review of corporate officers' salaries for comparably sized organizations to determine a reasonable compensation package. The salary review included, conducting a compensation survey and evaluating form 990 of other organizations.”

“The governing documents, conflict of interest policy and financial statements are made available to the public upon request.”

“Act. 2.on trade - produced a series of reports that analyzed american export trends in asian markets, market integration among north american countries, opportunities for us exports in eu markets, and the policy mechanism to implement trade deals. 3.on syria - released a series of memos on syria's chemical weapons usage and the benefits of the agreement to destroy their chemical weapons stockpiles. 5.on the defense budget - released a memo analyzing the administration's 2014 defense budget request; released memos on reducing the bureaucratic bloat at the pentagon and also curbing costs of the f-35. 4.on clean energy - conducted a comprehensive analysis of specific, pragmatic energy policies the us federal government could implement to reduce carbon emissions and conventional pollutants, along with the impact these policies would have on jobs, the federal budget, and generation of clean energy. 5.on gay equality: conducted three rounds of groundbreaking public opinion research to better understand how americans view the interaction between nondiscrimination laws, marriage for gay couples, and religious liberty, and released a major report detailing how to most effectively talk about those issues to those who are torn.”

“Line 2a number of employees form w-3 - third way institute's management's personnel services are paid by third way.”

“There have been no changes during the year in the process for oversight of the audit of the financial statements.”