PLLC ir-?l?orwi-?North Dm'e Suite 100 Vshuenton, VA 20186 125403413308 17540-341?3 309 September 3, 2010 1 Internal Revenue Service PO. ox 12192 Covington, KY 41012-0192 Re: Application For Recognition of Exemption, Crossroads Grassroots Policy Strategies (27-2753378) 1 To Whom It May Concern: Enclosed please ?nd Forms 1024 (Application for Recog ition of Exemption), 2848 (Power of Attorney and Declaration of Representative), an 8718 (User Fee for Exempt Organization Determination Letter Request), along with all necessary attaclgments, submitted on behalf of Crossroads Grassroots Policy Strategies (27- 2753 78) Should you have any questions, please do not hesitate contact me. Thank you for your assistance in this matter. Sincerely, Michael Bayes Enclosures This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) c.1024 (Rev. September 1998) Depnnment of I Treasury Internal Revenue Service Under Section 501(a) Application for Recognition of Exemption OMB No. 15450057 Ir exempt status is approved. this application will be open for public inspection. Read the instructions for each Part carefully. A User Fee must be attat If the required information and appropriate documents are not submitted alon of the appropriate user fee). the application may be returned to Complete the Procedural Checklist on page 6 of the in Part I. Identification of A Submit only the sc?edule that applies to your organization. Do not submit biar Check the aplpropriate box below to indicate the section under which the organization is applying: Section holding corporations (Schedule A. page 7) Section leagues. social welfare organizations (including certain war veterans ernployees (Schedule B. page 8] Elli] Section agricmtural. or hortICulturaI organizations (Schedule C. page 9) Section leagues. chambers of commerce. etc. (Schedule C. page 9) Se tion clubs (Schedule D. page 11) Section bene?ciary societies. etc.. providing life. sick. accident. or other Section employees? bene?ciary associations (Parts I through IV and Sci Section fraternal societies. orders. etc.. not providing life. sick. acclde Se tion life insurance associations. mutual ditch or irrigation compar companies. or like organizations (Schedule G. page 15) Section 501 crematoria. and like corporations (Schedule H. page 16) Sedtion insurance companies or associations. other than life or marine [5 Section providing for the payment of supplemental unemployment compensation bene Section post, organization. auxiliary unit. etc.. of past or present members of the Armed Fo Seqtion holding corporations or trusts (Schedule A. page 7) GUESS had to this application. with Form 8718 (with payment the organization. structions. plicant (Must be completed by all applicants: also complete appropriate schedule.) it schedules. organizations). or local associations or ane?ts to members (Schedule E. page 13) .edule F. page 14) 11. or other bene?ts [Schedule E. page 13) les. mutual or cooperative telephone chedule I. page 17) ?ts (Parts I through IV and Schedule J. page 15) ces oi the United States (Schedule K. page 19) Full name of organization (as shown in organizing document) 2 i I Crossroads. Grassroots Policy Strategies. mployer identification number (EIN) (if one. see Speci?c instructions on page 2) 273 2753373 its old Nadia (if applicable) I I it: Address (number and street) Room/Suite ame and telephone number of person to be contacted if additional information is needed 45 North Hill Drive Hm? Margot) Clancy to City. town or post of?ce. state. and ZIP 4 If you have a foreign address. see Speci?c instrucilons for Pan l. page 2. Wat'reitinn. .3101th 202 559-5424 13 Web site address 4 Month the annual accounting period ends twrw.crossroadng.ot [Jade-miret' Date incorporated or formed June 2, 2010 If "Yes,'l attach an explanation. Has the?organization ?led Federal income tax returns or exempt organization information returns" If state the form numbers. years ?led. and Internal Revenue office where ?led. Did the drganization previously apply for recognition of exemption under this Code section or under any 0 her section of the Code? Yes No Yes No 8 Check t)1e box for the type of organization. ATTACH A CONFORMED COPY OF THE CORRESPONDING ORGANIZING DOCUMENTS TO THE AP LICATION BEFORE MAILING. a El Corporation? Attach a copy of the Articles of Incorporation (Including amendments and re appropriate state official; also attach a copy of the bylaws. Trust? Attach a copy of the Trust lndenture or Agreement. including all appropriate Assdciation? Attach a copy or the Articles of Association. Constitution. or other creating docur I . of the bylaws. if this isja corporation or an unincorporated association that has not yet adopted bylaws. check tatements) showing approval by the signatures and dates. tent. with a declaration (see instructions) or other evidence that the organization was formed by adoption of the document by more than one person. Also include a copy i declare under the penalties of perjury that I am authorized to sign this application on behalf of the a lication. inclu ing the accompanying schedules and attachments. and to the best of my know Jove organization. and that I have exa ine true. correct. and complet . am)! HERE I (Type or prir ame and title or a rtgrity ol signer) (Dale) For Paperworik Notice. ani of the instructions. I Cat. No. 12343K This document Was obtained and uploaded by the Center for Politics (OpenSecrets.org) 1024 (Rev. Depa Internal Revenue Service Under Section 501(a) September 1998) rtment of the Treasury Application for Recognition of Exeantion OMB No. 1545-0057 If exempt status ls approved, this application will be open for public Inspection. Part 1. Identification of A Read the instructions for each Part carefully. A User Fee must be at If the required information and appropriate documents are not submitted alc of the appropriate user fee). the application may be returned Complete the Procedural Checklist on page 6 of the plicant (Must be completed by all applicants; also com; edule that applies to your organization. Do not submit Submit only the see: tached to this application. ing with Form 8718 (with payment to the organization. instructions. ilete appropriate schedule.) Iank schedules. Check the appropriate box below to indicate the section under which the organization is applying: a Section holding corporations (Schedule A, page 7) Section leagues, social welfare organizations (including certain war veterans' organizations), or local associations of employees (Schedule B, page 8) El Section 501 agricultural. or horticultural organizations (Schedule C. page 9) Section 5 leagues, chambers of commerce, etc. (Schedule C. page 9) Section clubs (Schedule D, page 11) Section bene?ciary societies, etc., providing life. sick, accident. or other bene?ts to members (Schedule E, page 13) Section employees' beneficiary associations (Parts I through IV and Schedule F, page 14) Section 501 fraternal societies, orders, etc.. not providing life. sick. accdent, or other bene?ts (Schedule E, page 13) i Section life insurance associations, mutual ditch or irrigation companies, mutual or cooperative telephone companies, or like organizations (Schedule G, page 15) El Section 501 3)?Cemeteries, crematoria, and like corporations (Schedule H, page 16) Section insurance companies or associations, other than life or marina (Schedule I, page 17) I Section providing for the payment of supplemental unemployment compensation bene?ts (Parts I through IV and Schedule J. page 13) Section post, organization, auxiliary unit. etc., of past or present members of the Armed Forces of the United States (Schedule K, page 19) Section holding corporations or trusts (Schedule A, page 7) 1a Full name of organization (as shown in organizing document) 2 Employer identi?cation number (EIN) (if none, see Specific Instructions on page 2) Crossroads Grassroots Policy Strategies 27 5 2753378 1b c/o Name (if applicable) 3 Name and telephone number of person to be contacted if additional information is needed 1: Address (number and street) Room/Suite 45 North Hill Drive 1000 Mari-lee C'ancy 1d City, town or post of?ce, state, and ZIP 4 If you have a foreign address, see Speci?c Instructions for Part I, page 2. WarrentonI VA 20186 202 559-6424 1e Web site address 4 Month the annual accounting period ends .5 Date incorporated or formed December June 2,2010 6 Did the organization previously apply for recognition of exemption under this Code section or under ar other section of the Code? Yes No If ?Yes,? attach an explanation. 7 Has the organization ?led Federai income tax returns or exempt organization information returns? Yes No if "Yes," state the form numbers, years filed, and Internal Revenue of?ce where filed. 8 Check the box for the type of organization. ATTACH A CONFORMED COPY OF THE CORRESPONDING ORGANIZING DOCUMENTS TO THE APPLICALION BEFORE MAILING. a IZI Corporatio Attach a copy of the Articles of Incorporation (including amendments and restatements) showing approval by the appropriate state official; also attach a copy of the bylaws. Trust? I Attach a copy of the Trust Indenture or Agreement, including all appropriate signatures and dates. Association? Attach a copy of the Articles of Association, Constitution, or other creating document. with a declaration (see instructions) or other evidence that the organization was formed by adoption of the documert by more than one person. Also include a copy I of the bylaws. If this is a corporation or an unincorporated association that has not yet adopted bylaws, check here . E) declar under the penalties of perjury that I am authorized to sign this application on behalf of 1e above organization, and that have examined this ap lication, including the accompanying schedules and attachments, and to the best of my knowledge it is true, correct, and complete. PLEASE SIGN .- HERE I (Signature) (Type or print name and title or authority of signer) (Date) For Papenivork Reduction Act Notice, see page 5 of the instructions. Cat. No. 12343K This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Form 1024 (Rev. 9-98) Part II. Activities and Operational Information (Must be completed by all app Page 2 icants) W1 Provide a detailed narrative description of all the activities of the organization?past, present, repeat the language in the organizational document. List each activity separately in the order other resources devoted to the activity. Indicate the percentage of time for each activity. Eac the following: a detailed description of the activity including its purpose and how each act the activity was or will be initiated; and where and by whom the activity will be conducted. Crossroads Grassroots Policy Strategies (GPS) is a non-profit public policy ad to educating, equipping and engaging American citizens to take action on imp: that will shape our nation's future. The vision of Crossroads GPS is to empow and planned. Do not merely refer to or of importance based on the relative time and 1 description should include. as a minimum, vity furthers your exempt purpose; when vocacy organization that is dedicated irtant economic and legislative issues er private citizens to determine the direction of government policymaking rather than being disenfranchised victims of it. Through issue research, public communications, events with policymakers, an Crossroads GPS seeks to elevate understanding of consequential national poll support for legislative and policy changes that promote private sector econom governmentiregulations, impose stronger financial discipline and accountabilit . . . America?s national security. Primary activities: RESEARCH, 20% Crossroads GPS conducts research to determine how various demographic policy Issues, what priorities and concerns they have, and which public policy take action on through grassroots participation. Crossroads GPS also sponso outreach to interested citizens, cy issues, and to build grassroots growth, reduce needless on government, and strengthen groups respond to current national issues they might be most inclined to rs in-depth policy research on significant issues, especially those that are currently under-reported but are lilter to have a substantial impact on government policymaking in the future. Beginning in June 2010 -through 2011 and 2012. Research is conducted by both Crossroads GPS staff and outside experts. PUBLIC EDUCATION, 50% The organization educates the public on national policy and legislative issu as such as the national debt, government spending priorities, health care policy, immigration, energy and pe conducts public education through a wide variety of communications channel nsion reform. Crossroads GPS including paid advertising, statements it news articles, policy information on its websites, and publicly re eased policy studies. Beginnin in June 2010 -through 2011 and 2012. These activities are conducted by both Crossroads GPS staff and outside perts. TO INFLUENCE LEGISLATION AND POLICYMAKING, 30% The organization conducts public communications and builds grassroots through grassroots mobilization and advocacy. The focus of these advocacy priorities, regulations, public hearings and investigations, and other policyma engages citizens to participate in grassroots advocacy on pending legislative i mailings, e-mails, and web-based advocacy tools. Beginning in June 2010 and continuing in 2011 and 2012. These activities will be conducted by Crossroads GPS staff and paid consu in?uence policymaking outcomes orts may include legislation, budget ng activities. The organization also sues through paid advertising, ants. List the organizlation's present and future sources of ?nancial support. beginning with the larg Individuals, corporations and other organizations who support the mission of organization. est source ?rst. we organization may donate to the This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Form 1024 (Rev. 9-98) Part II. Activities and Operational Information (continued) Page 3 r} 3 Give the following information about the organization's governing body: Board of Directors Names, addresses. and titles of of?cers, directors, trustees, etc. Annual compensation The Honora 'le Steven Law, President, 1401 New York Ave NW, Washington, DC 20005 225,000 The Honorable Heather Wilson, Director, 1401 New York Ave NW, Washington, DC 20005 0 Sally Vastola, Secretary Director, 1401 New York Ave NW, Washington, DC 20005 0 Candida Wolf, Director, 1401 New York Ave NW, Washington, DC 20005 0 Bobby Burchfield, Director, 1401 New York Ave NW, Washington, DC 20005 0 Margee Clancy, Treasurer, 1401 New York Ave NW, Washington DC 20005 15,000 i If the organization is the outgrowth or continuation of any form of predecessor, state the nan? which it was in existence. and the reasons for its termination. Submit copies of all papers by nla of each predecessor, the period during which any transfer of assets was effected. 5 .) If the applicant organization is now. or plans to be, connected in any way with any other organization. describe the other organization and explain the relationship ?nancial support on a continuing basis; shared facilities or empl nla Jyees; same officers, directors, or trustees). If the organization has capital stock issued and outstanding, state: (1) class or classes of the shares; (3) consideration for which they were issued; and (4) if any dividends have been paid strument autholrizes dividend payments on any class of capital stock. nla stock; (2) number and par value of the or whether your organization's creating in- hip (with the number of members in each class); and the voting rights and privileges received. If any group or class of persons is required to join, describe the requirement and explain the relationship between those members and members who join voluntarily. Submit copies of any membership solicitation material. State the qualiTcations necessary for membership in the organization; the classes of member Attach sample copies of all types of membership certi?cates issued. The organization does not have members. Explain how 'ur organization's assets will be distributed on dissolution. Upon dissolution of the corporation or the winding up of its affairs, the assets 0 the corporation shall be distributed to another organization organized and Operated exclusively for charitable puerses or for social welfare purposes as described in Section 501(c)(4). This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Part II. Activities and Operational Information (continued) 9 Has the organization made or does it plan to make any distribution of its property or surplus funds to shareholders or members?. DYesNo If ?Yes,? state the full details, including: (1) amounts or value: (2) source of funds or property distributed or to be distributed; and (3) basis of, and authority for, distribution or planned distribution. 10 Does. or will, ltiny part of your organization?s receipts represent payments for services perfor'ned or to be performed? . Yes I2 No if "Yes." state in detail the amount received and the character of the services performed or to be performed. 11 Has the organization made, or does it plan to make, any payments to members or shareholders for services performed ortobeperfoltmed7. If ?Yes,? state in detail the amount paid, the character of the services, and to whom the payments have been, or will be, made. 12 Does the organization have any arrangement to provide insurance for members, their dependents. or others (including provisions for, he payment of sick or death bene?ts, pensions, or annuities"Yes," describe and explain the arrangement's eligibility rules and attach a sample copy of: each plan document and each type of policy issued. 13 Is the organization under the supervisory jurisdiction of any public regulatory body, such as a social welfare agency, etc.?. If ?Yes,? sub it copies of all administrative opinions or court decisions regarding this superv sion, as well as copies of applications :1 requests for the opinions or decisions. 14 Does the organization now lease or does it plan to lease any property"Yes," explain in detail. Include the amount of rent, a description of the property, and any relationship between the applicant organization and the other party. Also, attach a copy of any rental or lease agreement. (If the organization is a party, as a lessor, to multiple leases of rental real property under similar lease agreements, please attach a single representative copy of the leases.) The organization may lease office space in the future, but has not made any firfal decisions on this matter. If the organization leases office space, it would likely lease a suite in an existing offi :e building located in Washington, DC. 15 Has the organization spent or does it plan to spend any money attempting to in?uence the selection, nomination, election, or appointme of any person to any Federal, state, or local public of?ce or to an of?ce in a political organization?. Yes Cl No If ?Yes,? explain in detail and list the amounts spent or to be spent in each case. Consistent with the Supreme Court's decision in Citizens United v. Federal Eleci ion Commission, the organization may, in the future, develop and/or distribute independent political communications. Any such activity will be limited in amount, and will not constitute the organization's primary purpose. 16 Does the organization publish pamphlets, brochures, newsletters. journals. or similar printed material? Yes No If "Yes," attac?w a recent copy of each. This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Form 1024 (Rev. 9-98) page 5 Part Financial Data (Must be completed by all applicants) Complete the ?nancial statements for the current year and for each of the 3 years immediately before it. If in existence less than 4 years, complete the statements for each year in existence. If in existence less than 1 year, also provide proposed budgets for the 2 years following the current year. A. Statement of Revenue and Expenses Current Tax Year 3 Prior Tax Years or Proposed Budget for Next 2 Years Revenue From 10 To present (ct .- Total 1 Gross dues and assessments of members 2 Gross contributions, gifts, etc. . misoolsso 23:000?000 242000300 57,500,550 3 Gross amounts derived from activities related to the organization?s exempt purpose (attach schedule) (Include related cost of sales on line 9.) 0 0 0 0 4 Gross amounts from unrelated business activities (attach schedule) 0 0 0 0 5 Gain from sale of assets, excluding inventory items (attach scheduleInvestment income (see page 3 of the instructions) 0 0 0 0 7 Other revenue (attach schedule). 0 0 0 0 8 Total revenue (add lines 1 through 7) . 10500550 23,000,000 34.000300 57,500,650 1 Expenses 9 Expenses attributable to activities related to the organization's exempt purposes. . . . . . 5'466?868 16?500?000 16'500?000 387466358 10 Expenses attribLtable to unrelated business activities 0 0 0 0 11 Contributions, gifts, grants, and similar amounts paid (attach schedule). . I . 1,500,000 5,000,000 6,000,000 12,500,000 12 Disbursements to or for the bene?t of members (attach schedule) 0 0 0 0 13 Compensation of of?cers, directors, and trustees (attach schedule) ?250 285:000 285.000 611.250 14 Other salaries and wages. 24:420 250:0?) 250.000 524.420 15 Interest . . 0 0 0 0 A 16 Occupancy . . . . . 33:000 33.000 66,000 17 Depreciation and depletio 544 3:000 3.000 6.544 18 Other expense (attach schedule) . 171:5" 542,710 542,710 1,257,037 19 Total expenses (add lines 9 through 18) 7304599 22513310 113,513.710 53,432,119 20 Excess of revenue over expenses (line 8 minus line 19) . . . 3,395,951 386,290 386,290 4,186,531 B. Balance Sheet (at the end of the period shown) Current Tax Year Assets as of -. 1 Cash. . . . 1 3,425,616 2 Accounts receivable, net . 2 611 3 Inventories . . . . . . . 3 0 4 Bonds and notes receivable (attach schedule) 4 0 5 Corporate stocks (attach schedule). 5 0 6 Mortgage loans (attach schedule) 6 7 Other investments (attach schedule) 7 0 8 Depreciable and depletable assets (attach schedule) 8 0 9 Land . . . . . . . 9 0 10 Other assets (attach schedule) 10 23,956 11 Total assets . . . . . . . . . . . . 11 3.450.183 Liabilities 12 Accounts payable . . . . . . . 12 51-058 13 Contributions. gifts, grants. etc, payable 13 0 14 Mortgages and notes payable (attach schedule) . 14 0 15 Other liabilities (attach schedule) 15 3,174 16 Total liabilities54.232 Fund Balances or Net Assets . 17 Total fund balances or net assets . . . . . . . . . . . . 17 3,395,951 18 Total liabilities and fund balances or net assets (add line 16 and line 17) 13 3,450,183 If there has been any substantial change in any aspect of the organization's ?nancial activities since the end of the period shown above, check the box and attach a detailed explanation. I E) This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Form 1024 (Rev. 9-98) Schedule Organizations Described in Section 501(c)(4) (Civic leagues, social welfare organizations ?(including posts, councils, etc., of veterans' organizations not qualifying or applying for exemption under section 501(c)(19)) or local associations of employees.) 1 Has the Intern 'l Revenue Service previously issued a ruling or determination letter recognizing the applicant organization (or any predec ssor organization listed in question 4. Part II of the application) to be exempt under section 501(c)(3) and later revoked that recognition of exemption on the basis that the applicant organization (or its aredecessor) was carrying on propaganda or otherwise attempting to in?uence legislation or on the basis that it engaged in political activity? . . Yes No Page 8 If "Yes." indicate the earliest tax year for which recognition of exemption under section 501(c)(3) was revoked and the IRS district office that issued the revocation. 2 Does the orgarl'lization perform or plan to perform (for members, shareholders, or others) services, such as maintaining the common areas of a condominium; buying food or other items on a cooperative basis: or providing recreational facilities or transportation services, job placement. or other similar undertakings?Yes.? explain the activities in detail, including income realized and expenses incurred. Also, explain in detail the nature of the benefits to the general public from these activities. (If the answer to this question is explained in Part II of the application (pages 2. 3. and 4). enter the page and item number here.) 3 If the organization is claiming exemption as a homeowners' association, is access to any property or facilities it owns . . . . . . . . . . . . . . . . . . . . . . . . . DYes No If ?Yes,? explain. 4 If the organization is claiming exemption as a local association of employees, state the name a :1 address of each employer whose employees are eligible for membership in the association. If employees of more than one plant or of?ce of be same employer are eligible for membership, give the address of each plant or of?ce. nla This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Form 2848 (Rev. 6-2008) Page 2 7 Notices and communications. Original notices and other written communications will be sent to you and a copy to the first representative listed on line 2. a If you aiso want the second representative listed to receive a copy of notices and communica:lons. check this box . if you do not want any notices or communications sent to your representative(s). check this 3x 8 Retention/revocation of prior power(s) of attorney. The filing of this power of attorney au omatically revokes all earlier powerts) of attorney on file with the Internal Revenue Service for the same tax matters and years or period covered by this document. If you do not want to revoke a prior power of attorney. check hereYOU MUST ATTACH A COPY OF ANY POWER OF ATTORNEY YOU WANT TO REMAIN IN EFFECT. i 9 Signature of taxpayer(s). It a tax matter concerns a joint return. both husband and wite rr othem?rise. see the instructions. If signed by a corporate of?cer. partner. guardian. tax matters trustee on behalf of the taxpayer. I certify that I have the authority to execute this form on bel lF NOT SIGNED AND DATED, THIS POWER OF ATTORNEY BE RETUFI 91.9 .. ti El El El PIN Number Print name of taxpa PIN Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Print Name E?foo?? Po i I. ust sign if joint representation is requested. partner. executon receiver. administrator. or rail of the taxpayer. ED. Title treatable) 344M. arias iih'?'i'ir' attains ual Title (if applicable) Declaration of Representative Caution: Students with a special order to represent taxpayers in quali?ed Low income Taxpayer Clint and see the instructions for Part II. Under penalties of perjury. I declare that: I am not under suspension or disbannent from practice before the Internal Revenue Saw? 0 I am aware of regulations contained in Circular 230 (31 CFR. Part 10). as amended. concerning the accountants. enrolled agents. enrolled actuaries. and others; a I am authorized to represent the taxpayens) Identified In Part I for the tax matter(s) speciiled there: :s or the Student Tax Cr'r'nr'c Program (levers ce: practice of attorneys, certi?ed public and I am one 01? the following: a Attomey?a member in good standing at the bar of the highest court of the Jurisdiction shown elow. Certified Public Accountant?duly qualified to practice as a certified public accountant In the (U isdiction shown below. Enrolled Agent?enrolled as an agent under the requirements oi Circular 230. Officer-La bona tide officer of the taxpayer's organization. Full-Time Employee?a full-time employee oi the taxpayer. 1' Family Member?a member of the taxpayer's immediate family (for example. spouse. parent. cl lid. brother. or sister). 9 Enrolled Actuary?enrolled as an actuary by the Joint Board for the Enrollment of Actuaries un 29 U.S.C. 1242 (the authority to practice before the Internal Revenue Service is limited by section 10.3(d) oi Circular 230). Unenroiied Return Preparer?the authority to practice before the internal Revenue Service is lit ted by Circular 230. section You must have prepared the return in question and the return must be under exa ination by the IRS. See Unenroiied Return Preparer on page 1 of the instructions. . StudentlAttomey?student who receives permission to practice beiore the by virtue of their 10.7(d) of Circular 230. Student CPA?student who receives permission to practice before the IRS by virtue of their stat 10.7(d) of Circular 230. . Enrolled Retirement Plan Agent?enrolled as a retirement plan agent under the requirements of before the Internal Revenue Service is limited by section IF THIS DECLARATION OF REPRESENTATIVE IS NOT SIGNED AND DATED. 1 BE RETURNED. See the Part II Instructions. status as a law student under section us as a CPA student under section Sircular 230 (the authority to practice HE POWER OF ATTORNEY WILL Designatio'n?Insert above letter Jurisdiction (state) or . . Signature identi?cation Date a VA. DC 09/03/2010 Form 2848 (Rev. 5-2003) This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) 8718 (Rev. January 2010) Department of the Treasury Internal Revenue Service User Fee for Exempt Organization Determination Letter Request Attach this form to determination letter application. (Form 8718 is NOT a determination letter application.) For OMB No. 1545-1798 I IRS Control number Use i Only Amount paid User tee screener 1 Name of organization Crossroads Grassroots Policy Strategies 2 Employer identi?cation Number 2v 5 2753378 Caution. Do not attach Form 8718 to an application for a pension plan determination letter. Use Form 8717 instead. 3 Type of request Fee a Initial request for a determination letter for: 0 An exempt organization that has had annual gross receipts averaging not more than $10,000 during the preceding 4 years or A new organization that anticipates gross receipts averaging not more than $10,000 during its first 4 years $400 Note. If you checked box 3a, you must complete the Certi?cation below. Certification 1 certify that the annual gross receipts of name of organization have averaged (or are expected to average) not more than $10,000 during the preceding 4 (or the first 4) years of operation. Signature Title El Initial request for a determination letter for: a An exempt organization that has had annual gross receipts averaging more than $10,000 during the preceding 4 years or A new organization that anticipates gross receipts averaging more than $10,000 during its first 4 years $850 0 Group exemption letters $3,000 Instructions Internal Revenue Service to a form or its instructions must be The law requires payment of a user fee with each application for a determination letter. The user fees are listed on line 3 above. For more information, see Rev. Proc. 2009-8; 2009-1 229, or latest 1 annual update. Check the box or boxes on line 3 for the type of application you are submitting. If you check box 3a, you must complete and sign the certification statement that appears under line 3a. Attach to Form 8718 a check or money order payable to the ?United States Treasury" for the full amount of the user fee. If you do not include the full amount, your application will be returned. Attach Form 8718 to your determination letter application. Generally, the user fee will be refunded only if the Internal Revenue Service declines to issue a determination. Where To File Send the determination letter application and Form 8718 to: PD. Box 12192 Covington, KY 41012-0192 Who Should File Organizations applying for federal income tax exemption, other than Form 1023 filers. Organizations submitting Form 1023 should refer to the instructions in that application package. Paperwork Reduction Act Notice. We ask for the information on this form to carry out the Internal Revenue laws of the United States. if you want your organization to be recognized as tax-exempt by the IRS, you are required to give us this information. We need it to determine whether the organization meets the legal requirements for tax-exempt status. You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating Cat. No. 647282 retained as long as their contents may become material in the administration of any Internal Revenue law. The rules governing the confidentiality of Form 8718 are covered in section 6104. The time needed to complete and file this form will vary depending on individual circumstances. The estimated average time is 5 minutes. If you have comments concerning the accuracy of this time estimate or suggestions for making this form simpler, we would be happy to hear from you. You can write to the Internal Revenue Service, Tax Products Coordinating Committee, 1111 Constitution Ave. NW, lR-6526, Washington, DC 20224. Do not send this form to this address. instead, see Where To File above. Form 8718 (1-2010) This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Part Financial Data Attached Schedules This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Crossroads Grassroots Policy Strategies ail-2753378 ,rm 1024 Part Financial Data A. Statement of Revenue and Expenses Line 18, Other Expe' ses, Current Tax Year Consultants 3 94,718 Insurance 42,346 Legalfees 28,093 Payrolltaxes 4,737 Website hosting 5 639 Meeting expense 5 405 Travel 35 359 Payroll processing 320 Subtotal, Line 18 171,617 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Crossroads Grassro ts Policy Strategies (152753378 .rm 1024 Part Financial Data' A. Statement of Revenue and Expenses Line 18, Other ExpeTes, 2011 and 2012 Proposed 2011 2012 Consultants 3 400,00 5 400,000 Insurance 45,00 45,000 Legalfees 75,00 3 75,000 Payrolltaxes 5 18,00 18,000 Website hosting 5 1,25 5 1,250 Meeting expense 5 1,00 1,000 Travel 5 1,50 1,500 Payroll processing 5 96 960 Subtotal, Line 18 542,710 5 542,710 This documeht was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Crossroads Grassroots Policy Strategies ~2753378 1024 Hart Ill. Financial Data B. Balance Sheet Line 10 Other assets 1 Website development 5 23,956 Subtotal, Line 10 23,9: 6 This docume ht was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Crossroads Grassroc 2753378 1024 Part Financial 03 B. Balance Sheet Line 15, Other liabili its Policy Strategies ta? ties Payroll liabilities 3,17 Subtotal, Line 15 5 3,17 This docume nt was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) ?a STATE CORPORATION COMMISSION Ric?momf, junta 2, 2016 . to certify tliat t/ie certificate qfincmp Crossroads Grassroots Polity was 151223 My issued and admitted. to recorcft t?ellsaz'd? amputation is to transac to am ?Viqqinia laws app?oaol? to t?e corpora "E?ctive date: June 2, 2010 State Comor?att'o fittest: CI80328 sv=91 BLUE 8 oration ?.ategies rt t?z?s o??'ce wit/tat :t its Eusiness .sutiject tion outfits omness. ?1 Commi?t?on t?e Commission BA SHJIAHES 73331 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) ARTICLES OF INCORPORATION OF CROSSROADS GRASSROOTS POLICY STRATEGIES TiflE UNDERSIGNED, who is eighteen (18) years or older, for the purpose of forming a nopstock corporation pursuant to the Virginia Nonstock Corporation Act hereby certi?es: FIRST: The name of the Corporation is Crossroads Grassroots Policy Strategies. SBCOND: The Corporation is established primarily to further the common good and 1 general welfare of the citizens of the United States of America by engaging in research, education, and communication efforts regarding policy issues of national importance that will impact America?s economy and national security in the years ahead. No part of the net income of the Corporation shall inure to the benefit of or be distributed to its directors, of?cers, or other private persons, except 3 that the Corporation shall be authorized and empowered to pay reasonable compensation for services actually rendered and to make payments and distributions in furtherance of the purpose and objects set forth in this 1 Second Article. Notwithstanding any other provision of these Articles, this corporation shall not carry on any activity not permitted to be carried on by an organization exempt from federal income tax under section 501(c)(4) of the Internal Revenue Code of 1986, or corresponding provision of any future United State Internal Revenue law. The Corporation shall have no members. The directors of the corporation shall be elected or appointed as follows: i The Board of Directors shall have the authority to elect members of the Board of Directors, who shall be elected annually to serve one year terms. i If a vacancy shall occur on the Board of Directors, the vacancy may be ?lled by a majority of the Directors in attendance at a meeting of the Board called for such purpose. WIFTH: The name of the corporation?s initial registered agent is: This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) CT Corporation System, a foreign stock corporation that is authorized to transact business in Virginia. XTH: The corporation?s initial registered of?ce address, including the street and number, if any, which is identical to the business of?ce of the initial registered agent is: 4701 Cox Road Suite 301 Glen Allen, VA 23060 Henrico County SEVENTH: The Corporation may be dissolved at any time by a majority vote of the Board of Directors of the Corporation who are attendance at a meeting of the Board called for such purpose. Following such vote, the Board of Directors shall supervise the orderly dissolution of the organizatiOn, including the distribution of the remaining funds of the organization consistent with the purposes stated herein. Upon dissolution of the corporation or the winding up of its affairs, the assets of the Corporation shall be distributed to another organization organized and operated exclusively for charitable purposes or for social welfare purposes as described in section 501(c)(4). I IN VWITNESS WHEREOF the undersigned has signed these Articles of Incorporation and acknowledged that these Articles of incorporation are his and to the best of his knowledge, information and belief, and under penalty ot?perjury, the matters and facts set forth herein are true in all material respects. i Michael Bayes, incorporator This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) BYLAWS of CROSSROADS GRASSROOTS POLICY STRATEGIES ARTICLE I OFFICES SECTION 1. PRINCIPAL OFFICE. The initial principal of?ce of the corporation sha 1 be located at 45 North Hill Drive, Suite 100, Warrenton, VA 20186. The Corporation may have such other offices, either within or without the Commonwealth of Virginia, as the Board of Directors may designate or as the business of the Corporation may require from time to time. SECTION 2. REGISTERED OFFICE. The registered of?ce of the Corporation is: 4701 Cort Road, Suite 301, Glen Allen, Virginia 23060. ARTICLE II BOARD OF DIRECTORS SECTION 1. GENERAL POWERS. The business, property and affairs of the corporation shall be managed by its Board of Directors. SECTION 2. NUMBER. The number of directors of the Corporation shall be ?xed by the card of Directors, but in no event shall be less than one (1). The number of Dir ctors may be increased or decreased from time to time by an amendment to these Bylaws. Any increase in the number of Directors shall be considered a vacancy to be ?lled by the remaining Directors. SECTION 3. TENURE. Each Director shall serve a one-year term, or shall serve until he she resigns, is incapable of serving, or is removed pursuant to these Bylaws. Each director must be reelected at the annual meeting ofthe Board of Directors. SECTION 4. REMOVAL. At a special meeting of the Directors of this Corporation calle for the purpose of removing any Director, such Director may be removed by a majority vote of all Directors entitled to vote. When any Directc is removed, such unexpired term shall be considered a vacancy on the Board of rectors to be ?lled by the remaining Directors. SECTION 5. RESIGNATION. Any Director may resign at ainy time with the assent of a majority of the remaining members of the Board of Directors. This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Bylaws SECTION 6. Coinmonwealth of Virginia. SECTION 7. QUALIFICATIONS. Directors need not be residents of the VACANCIES. Any vacancy occurring in the Board of Directors may be ?ll?d by appointment by the Incorporator, or, if the Incorporator declines to make such an tha a quorum of the Board of Directors may vote, unless otherwise provided by law. A api-ointment, by the af?rmative vote of a majority of the remaining directors though less dir; ctor elected to ?ll a vacancy shall be elected for the unexpired term of his predecessor in of?ce. Any directorship to be ?lled by reason of an increase in the number of directors may be ?lled by appointment by the Incorporator until the next election of directors by the Directors. SECTION 8. ANNUAL MEETINGS. An annual meeting DiJectors to elect of?cers and directors and to conduct such ne SECTION 9. of the Board of business as may be essary shall be held at such a time and place as shall be designated by the Board. REGULAR MEETINGS. Regular meetings of the Board of Directors may be held at the time and place as determined by resolution of the Board without other notice than such resolution. SECTION 10. SPECIAL MEETINGS. Special meetings of the Board of Directors may be talled by or at the request of the President or any two directors. The person or persons aut orized to call special meetings of the Board of Directors may ?x the time and place for lholding any special meeting of the Board of Directors called by them. 1 SECTION 1 1. NOTICE. Notice of any special meeting shall be given at least two (2) days previous thereto by written notice delivered personally or mailed to each director at his lbusiness address, or by telegram. If mailed, such notice shal 1 be deemed to be delivered when deposited in the United States Mail so addressed, with postage thereon pretaid. If notice be given by electronic or Internet notice, such be notice shall be deemed to elivered when the electronic or Internet notice is delivered to the service provider. SECTION 12. WAIVER OF NOTICE. The attendance of a Director at a Board meeting shall constitute a waiver of notice of such meeting, except where a Director attends a meeting for the express purpose of objecting to the transaction of any business because the meeting is not lawfully called or convened. The Director may also submit a sig'Led waiver of notice. SE TION l3. QUORUM. A majority of the Directors then in of?ce constitutes a qu rum for the transaction of any business at any meeting of the Board of Directors. A quorum shall not be established if more than 50 percent of such quorum is related by blood or marriage. If less than a majority is present at a meeting a majority of the dir ctors present may adjourn the meeting from time to time without further notice. 20f2 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecretsorg) Bylaws SECTION 14. MANNER OF ACTING. The act of the majorirt at almeeting at which a quorum is present shall be an authorized Directors. SECTION 15. ACTION WITHOUT A MEETING. Any actio to b'e taken pursuant to authorization voted at a meeting of the b< co mittee thereof may be taken without a meeting if, before or me bers of the board or of the committee consent thereto in wr' consents shall be ?led with the minutes of the proceedings of the The consent has the same effect as a vote of the board of commi I I of the directors present action of the Board of required or permitted )ard of directors or a fter the action, all ing. The written board or committee. ttee for all purposes. 1 SECTION 16. MEETINGS HELD VIA CONFERENCE A member of the board or of a committee designated by the board may participate of conference telephone or similar communications equipment participants in the meeting can simultaneously hear each other. pursuant to this provision constitutes presence in person at the SECTION 17. COMPENSATION. By resolution of the Board dir 'ctor may be paid his expenses, if any, of attendance at each Dir ctors, and may be paid a stated salary as director or a ?xed 5 eacE meeting of the Board of Directors or both, so long as such No uch payment shall preclude any director from serving the C1 capacity and receiving compensation therefore. SECTION 18. PRESUMPTION OF ASSENT. A director of ti present at a meeting of the Board of Directors at which action on taken shall be presumed to have assented to the action taken unlc entered in the minutes of the meeting or unless he shall ?le his acti with the person acting as the Secretary of the meeting be? theidof, or shall forward such dissent by registered mail to the S: Corporation immediately after the adjournment of the meeting. 5 not [apply to director who voted in favor of such action. ARTICLE OFFICERS SECTION 1. NUMBER. The of?cers of the Corporation sha Trelasurer all of whom shall be elected annually by the Board of of??cers and assistant of?cers as may be deemed necessary may by the Board of Directors, including a Secretary, Vice President discretion, the Board of Directors may leave un?lled for any suc det? rmine any of?ce except those of President and Treasurer. A may be held by the same person. SECTION 2. 3of3 1 ELECTION AND TERM OF OFFICE. The of in a meeting by means means of which all Participation in a meeting eeting. of Directors, each neeting of the Board of um for attendance at Jayments are reasonable. eroration in any other ie Corporation who is any corporate matter is :33 his dissent shall be Iritten dissent to such bre the adjournment :cretary of the iuch right to dissent shall 11 be a President, and a Directors. Such other 36 elected or appointed or Chairman. In its period as it may two or more of?ces ?cers of the Corporation This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) shall be elected annually by the Board of Directors at the annual Dir ctors. Each of?cer shall hold of?ce for a one~year term, or eleqted and quali?ed, or until his death, or until he shall resign rem?pved in the manner hereinafter provided. I SECTION 3. Bylaws con act rights, if any, of the person so removed. Election or app age t, or director shall not of itself create contract rights, and suc terminable at will. An of?cer?s authority to act may be suspende of the Board for cause. SECTION 4. Dir?ctors for the unexpired portion of the term. SECTION 5. COMPENSATION. The salaries of the of?cers sha i be ?xed from time to time by the Board of Directors. No of fro Co I Oration. SECTION 7. PRESIDENT. The President shall be the chief REMOVAL. Any of?cer, agent, or director ma una imous vote of the Board of Directors whenever, in itsjudgrr the orporation will be served thereby, but such removal shall be VACANCIES. A vacancy in any of?ce becaL resi? nation, removal, disquali?cation or otherwise, may be receiving such salary by reason of the fact that he is also a meeting of the Board of ntil a successor is shall have been be removed by a ent, the best interests of a without prejudice to the Dintment of an of?cer, appointment shall be by vote of a majority lse of death, lled by the Board of shall be reasonable and ?cer shall be prevented 0 FF 0 0 H5 (D xecutive of?cer of the Co oration and subject to the Board of Directors, shall have aut ority over the general con rol and management of the business and affairs of the Corpo ation. He shall, when present, preside at all meetings of the Board of Directors. The to appoint or discharge employees, agents, or independent contr their duties and compensation, if any, which shall be reasonable. all corporate documents and agreements on behalf of the Corpor President or the Board expressly instructs that the signing be do of?cer, agent or employee, or shall be required by law to be 0th exeeuted. The President shall see that all actions taken by the sha perform all other duties incident to the of?ce; subject, how rig and the right of the Board to delegate any speci?c powert Corporation. SECTION 8. VICE PRESIDENT. In the absence ofthe Pres the resident?s death, inability or refusal to act, the Vice Preside dut ?es of President, and when so acting, shall have all the power the restrictions upon the President. SECTION 9. SECRETARY. The Secretary shall: keep me tings; be responsible for providing notice to each Direct Articles of Incorporation, or by the Bylaws; be the custodian kee' a register of the names and addresses of each of?cer and all uties incident to the of?ce and other duties assigned by the 4of4 esident shall have power ctors, and to determine The President shall sign tion, unless the with or by some other ard are executed and ver, to the President?s any other of?cer of the dent or in the event of shall perform the of and be subject to all 'nutes of the Board of as required by law, the of corporate records; rector; and perform 'resident or by the Board. This document was obtained and uploaded by the Center for Responsive Politics (OpenSecretsorg) Bylaws SECTION 10. TREASURER. The Treasurer shall: have charge and custody over corporate funds and securities; keep accurate books and recolrds of corporate receipts and disbursements; deposit all moneys and securities received by the Corporation at such depositories in the Corporation?s name as may be designated by the Board; and perform all duties incident to the of?ce and other duties assigned by the President and by thelBoard. ARTICLE IV CONFLICT OF INTEREST POLICY SECTION 1. PURPOSE. The purpose of this con?ict of interest policy is to protect theJCorporation?s interest when the corporation contemplates entering into a transaction or rrangement that might bene?t the private interest of an of?cer or director of the Corporation or might result in a possible excess bene?t transaction. This policy is intended to supplement but not replace any applicable state and federal laws governing con?ict of interest applicable to nonpro?t and charitable organiz ations. SECTION 2. DEFINITIONS. 1. jnterested Person- Any director, principal of?cer, or member of a committee with go Ieming board delegated powers, who has a direct or indirect ?nancial interest, as ?3 de?ned below, is an interested person. 2. Financial Interest? A person has a ?nancial interest if the person has, directly or indirectly, through business, investment, or family: a. An ownership or investment interest in any entity with which the Corporation i has a transaction or arrangement, b. A compensation arrangement with the Corporation or with any entity or individual with which the Corporation has a transaction or arrangement, or c. A potential ownership or investment interest in, or co npensation arrangement with, any entity or individual with which the Corporation is negotiating a transaction or arrangement. 3. Compensation includes direct and indirect remuneration as well as gifts or favors that are not insubstantial. 4. 1A ?nancial interest is not necessarily a con?ict of interest. Under Section 3.3 of this article, a person who has a ?nancial interest may have a con?ict of interest only if the appropriate governing board or committee decides that a con?ict of interest exists. 50f5 This documeht was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Bylaws SECTION 3. PROCEDURES. 1. uty to Disclose- In connection with any actual or possible conflict of interest, an int rested person must disclose the existence of the financial interest and be given the 0p ortunity to disclose all material facts to the directors and members of committees with go ?eming board delegated powers c0nsidering the proposed transaction or arrangement. 2. Determining Whether a Con?ict of Interest Exists- After disclosure of the ?nancial interest and all material facts, and after any discussion with the interested person, he/she sh ll leave the governing board or committee meeting while the determination of a con?ict of interest is discussed and voted upon. The remaining board or committee meLnbers shall decide if a con?ict of interest exists. 3. rocedures for Addressing the Con?ict of Interest 1 a. An interested person may make a presentation at the goveming board or committee meeting, but after the presentation, he/she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible con?ict of interest. b. The chairperson of the governing board or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. c. After exercising due diligence, the governing board 0 committee shall determine whether the Corporation can obtain with reasc nable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a con?ict of interest. d. If a more advantageous transaction or arrangement is under circumstances not producing a con?ict of interest, not reasonably possible the governing board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the Corporation?s best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination it shall make its decision as to whether to or arrangement. 4. biolations of the Con?icts of Interest Policy enter into the transaction has failed to disclose actual or possible con?icts of interest, it shall inform the a. If the governing board or committee has reasonable cause to believe a member member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. b. If, after hearing the member's response and after mak mg further investigation as warranted by the circumstances, the governing board 60f6 or committee determines This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) TION 4. Bylaws the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action. I RECORDS OF PROCEEDINGS. The minutes of the governing board and all committees with board delegated powers shall contain: 1. he names of the persons who disclosed or otherwise were found to have a ?nancial interest in connection with an actual or possible conflict of interest, the nature of the ?nancial interest, any action taken to determine whether a con?ict of interest was present, and the governing board's or committee's decision as to whether a con?ict of interest in fact existed. 2. he names of the persons who were present for discussions and votes relating to the transaction or arrangement, the content of the discussion, includ ng any alternatives to the proposed transaction or arrangement, and a record of any votes taken in connection with thelproceedings. TION 5. COMPENSATION. 1. voting member of the governing board who receives compensation, directly or ind rectly, from the Corporation for services is precluded from voting on matters pe aiming to that member's compensation. 2. A voting member of any committee whose jurisdiction includes compensation matters an who receives compensation, directly or indirectly, from the Corporation for services is precluded from voting on matters pertaining to that member's compensation. 3. No voting member of the governing board or any committee whose jurisdiction includes compensation matters and who receives compensation, directly or indirectly, fro' the Corporation, either individually or collectively, is proh bited from providing to any committee regarding compensation. ARTICLE VI INDEMNITY Th Corporation shall indemnify its directors, of?cers, employees, and the Incorporator as ollows: (a)l Every director, of?cer, or employee of the Corporation shal be indemni?ed by the Corporation against all expenses and liabilities, including counsel fees. reasonably inc' rred by or imposed upon him in connection with any proceeding to which he may be a party, or in which he may become involved, by reason of his being or having be a director, of?cer, employee or agent of the Corporation or is or was serving at the request of the Corporation as a director, of?cer, employee or agent of the corporation, paritnership, joint venture, trust or enterprise, or any settlement thereof; whether or not he 7of7 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Bylaws is a? director, of?cer, employee or agent at the time such expenses are incurred, except in suc cases wherein the director, of?cer, or employee is adjudged guilty of willful mislfeasance or malfeasance in the performance of his duties; provided that in the event of a settlement the indemni?cation herein shall apply only when the Board of Directors approves such settlement and reimbursement as being for the best interests of the Co oration. The Corporation shall provide to any person who is or was a director, of?cer, em' loyee, or agent of the Corporation or is or was serving at the request of the Co oration as a director, of?cer, employee or agent of the corporation, partnership, joint venture, trust or enterprise, the indemnity against expenses of suit, litigation or other prolseedings which is speci?cally permissible under applicable law. (0) The Board of Directors may, in its discretion, direct the purchase of liability insurance by ay of implementing the provisions of this Article VI. ARTICLE VII CONTRACTS, LOANS, CHECKS AND DEPOSITS SELTION 1. CONTRACTS. The Board of Directors may uthorize any of?cer or of? ers, agent or agents, to enter into any contract or execute and deliver any instrument int name of and on behalf of the Corporation, and such authority may be general or A) con? med to speci?c instances. SECTION 2. LOANS. No loans shall be contracted on behalf of the Corporation and no evidences of indebtedness shall be issued in its name unless authorized by a resolution of the Board of Directors. Such authority may be general or con?ned to speci?c instances. TION 3. CHECKS. DRAFTS. ETC. All checks, drafts or other orders for the payment of money, notes or other evidences of indebtedness issued in the name of the Co oration, shall be signed by such of?cer or of?cers, agent or agents of the Corporation and in such manner as shall from time to time be determined by resolution of the Foard of Directors. SECTION 4. DEPOSITS. All funds of the Corporation not otherwise employed shall be eposited from time to time to the credit of the Corporation in such banks, trust co panies or other depositories as the Board of Directors may select. SECTION 5. CORPORATE DOCUMENT PROCEDURE. All corporate doduments including stocks, bonds, agreements, insurance and annuity contracts, qu lified and nonquali?ed deferred compensation plans, checks, notes, disabursements, loans, and other debt obligations shall not be signed by any of?cer, designated agent or attorney?in-fact unless authorized by the Board or these Bylaws. 80f8 This documeht was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Bylaws ARTICLE MEMBERS There shall be no members of the Corporation. ARTICLE IX FISCAL YEAR The last day of December each year. ARTICLE CORPORATE SEAL The circ Stat Board of Directors may at its discretion provide a corpo :e of incorporation and the words: "Corporate Seal". ARTICLE XI WAIVER OF NOTICE Unless otherwise provided by law, whenever any notice is requi dir lctor of the Corporation under the provisions of these Bylaws of the Articles of Incorporation or under the provisions oft Corporation Act, a waiver thereof in writing, signed by the ent deemed equivalent to the giving of such notice. ARTICLE XII AMENDMENTS These Bylaws may be altered, amended or repealed and new By Bo: ard of Directors at any regular or special meeting of the Boar 9of9 ?scal year of the Corporation shall begin on the ?rst day of ular in form and shall have inscribed thereon the name of the itled to such notice, whether before or after the time stat January and end on the rate seal, which shall be Corporation and the "ed to be given to any or under the provisions he applicable Business person or persons ed therein, shall be laws adopted by the :l of Directors. This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) P.O. BOX 2505 CINCINNATI g, [Jepm'lmc'n oflhe 'J?reamny L. Intern: likewnur Servicn 45201 01451f.775049.0054.002 1 AT 0.357 540 lull" CROSSROADS GRASSROOTS POLICY STRAFEGIES MICHAEL BAYES 45 HILL DR STE 100 HARRENTUN VA 20186 014616 This documen was obtained and uploaded by the Center for Responsive Politics (OpenSecretsorg) I Il?l'l'llt? Revenue Service fl F: 5. 'g . 114516 L) of the 'I?rcasm'y P.0. 2503 In rep CINCINNATI OH 45201 Sep- 2 27-275 i CROSSROADS GRASSROOTS POLICY MICH EL BAYES 45 LL DR STE 100 NARRENWON VA 20186 Identification Number: 27-2753378 Tax Form: 1024 Document Locator Number: 17053-252-3 For assistance. call: 1?877?829?5 Dear Applicant. We received your application for exemption fro and your user fee payment. During the initial review process. separated into three groups: application Those that can be processed immediately has submitted. ThoSe that need minor additional informatio Those that require additional development. If your receive application falls in the first group 0 your determination letter stating that Federah income tax or a request for informatio letter. If your application falls within the contacted when your application has been 35319 Organizations specialist for technical review. contacted within approximately 90 days from th IRS does not issue ?tax exempt numbers? or ?ta for state or local sales or income taxes. If these taxes, contact your state or local tax 0 Generap information about the application proc can be found by visiting our website. unable to locate the information needed. you number shown above Monday through Friday. When please refer to the employer identification nu locatdr number shown above. Sign up for Exempt Organizations' E0 Update. a newsletter that highlights new information pos pagesiof irs.gov. To subscribe. go to N?wsletter.? 1y refer to: D. 2010 5378 9999999999 LTR 3367C SO 000000 00 00024325 3000: TE 2901-0 500 Federal income tax 5 for exemption are ed on information to be resolved. and second grOUp. you will you are exempt from via phone. fax. or hird group. you will be ned to an Exempt You can exnect to be 2 date of this notice. exempt certificates? ou need exemption from ffices. ess and tax-exemption gov/e0. If you are ay call our toll free communicating with us. mber and document regular e?mail ted on the Charities gov/eo and click on This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) 9999999999 Sep. 20, 2010 LTR 3367C SO 27-2753378 000000 00 00024326 xx) CROSSROADS GRASSROOTS POLICY STRATEGIES MICHAEL BAYES 45 HILL DR STE 100 WARRENTON VA 20186 For other general information, tax forms, and publications, visit Sincerely yaurs. Robert Choi. Director E0 Rulings Agreement This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Inter? al Revenue Service Department of the Treasury PO. Box 2508 Cincinnati, OH 45201 I Date: February 16, 2012 Employer Id ntlfication Number - 27-2753378 Crossroads Grassroots Policy Strategies 45 ?rth Hill Drive, Suite 1000 Warrenton, VA 20186 Contact Tele hone Numbers: (513) 263-3 5 Phone (513) 263-44 8 Fax I Response Date: March 8, 201 Dear Sir or Madam: We need more information before we can complete our considerat on of your application for exemption. Please provide the information requested on the encl ed information Request by the response due date shown above. Your response must be sign by an authorized person or an of?cer whose name is listed on your application. Also, the infor ation you submit should be accompanied by the following declaration: I Under penalties of perjury, I declare that I have examined this 1 formation, including acbompanyz'ng documents, and, to the best of my knowledge an belief the information contains all the relevant facts relating to the reque for .the information, and such facts are true, correct, and complete. if we approve your application for exemption, we will be required law to make the application and this information that you submit in response to this letter availa le for public" inspection. Please ensure that your response doesn't include unnecessary per onal identifying information, such as bank account numbers or Social Security numbers, that so Id result in identity theft or other adverse consequences if publicly disclosed. If you have any uestions about the public inspection of your application or other documents, please call the rson whose name and telephone number are shown above. To facilitate processing of your application, please attach a copy of this letter to your response and all' correspondence related to your application. This will enable us to quickly and accurately associate the additional documents with your case file. Also, pleas4 note the following important response submission information: - Please don't fax 11g mail your response. Faxing and mailing your response will result in utinecessary delays in processing your application. Each piece of correspondence submitted (whether fax or mail) must be processed, assigned, and reviewed by an E0 Determinations specialist. - - Please don't fax your response multiple times. Faxing your response multiple times will delay the processing of your application for the reasons noted above. This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) i Cross? oads Grassroots Policy Strategies 27-27? 3378 0 0 Please don?t call to verify receipt of your response without allowing for adequate rocessing time. It takes a minimum of three workdays to process your faxed or mailed response from the day it is received. If we don?t hear from you by the response due date shown above, will assume you no longer want us to consider your application for exemption and will close ur case. As a result, the Internal Revenue Service will treat you as a taxable entity. If we eive the information after the response due date, we may ask you to send us a new applicati n. We have sent a copy of this letter to your representative as indicat in Form 2848, Power of Attorney and Declaration of Representative. . If you have any questions, please contact the person whose name nd telephone number are shown? in the heading of this letter. Sincere rs, eph Herr i Exempt Organizations Specialist Enclosure: Information Request 3 . Letter 1312 (Rev. 05-2011) This document was obtained and uploaded by the Center for Politics (OpenSecrets.org) Crossroads Grassroots Policy Strategies 27-275?3378 Additional Information Requested: 1. t' 1 ,ln your response regarding the narrative description of your have three primary activities: - Research - Public Education - Activity to influence legislation and policymaking ctivities. you indicated you For each of the three activities, please provide the following 'nformation: 3. Provide a more detailed description of the activity th includes a description of how the activity furthers your exempt purpose and amples of actions you have taken or plan to undertake to further each activity. these broad activities, break the description down into various component b. How much time as a percentage of your organization devoted to each activity and to each component activ c. What financial resources in dollars have been devote each component activity? ctivities. '3 total time has been ity? to each activity and to d. How much time is devoted to each activity and to each component activity by employee, paid consultant, or volunteer? and controls to track expenses related to each activity. . Regarding the three activities, state whether your organizatic has established policies a; If so, please describe those controls. If these policies. and controls are in writing, provide a copy. b. Does your organization allocate administrative/overh so, please describe how the expenses are allocated. ad among the activities? If Describe your organization's sources of income in further de ail. If your organization engaging in fundraising activities, please provide the followin information: a. Copies of all solicitations your organization has made regarding funding, including fundraising that occurs in an election year a non-election year. Copies of all documents related to your organization? organization fundraising events, including pamphlets, flyers, brochures, and bpage solicitations. c. How much of your organization?s budget is spent on ndraising expenses? Please provide updated ?nancial data for Parts lil, A on age, 5 of Form 1024 enclosed. Include actual information from 2010 and 2011 an proposed budgets for 2012 and 2013. Include supporting schedules to all line item as requested on the page. Describe your organization?s employees, paid consultants, a any volunteers in further 'detail. a. How many employees has your organization hired? ow many employees are currently employed? Describe the activities on which the employees worked State whether the employees were full-time or part-ti and whether they are I seasonal, lf part-time or seasonal employees, descri the dates which they were employed. b. How many paid consultants has your organization hir which they were hired and the activities on which the d? Describe the dates :onsultants worked c. Has your organization used volunteers? _If so, describe the number of volunteers i used, the dates for which they used, and the activities on which the volunteers worked. This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Crossrpads Grassroots Policy Strategies 27-2753378 6. Please identify any advocacy communications prepared and lorganization. For each of those communications, provide th 9. Provide a copy of the print communication or a trans communication. financed by your a following information: :ript of the broadcast Provide the date when the communication was first disseminated to the public; the period of time it was made available to the public communication was printed or broadcast during that Describe the geographic area where the communicai public. and the frequency the oe?od. ion was disseminated to the State whether the communication was part of an on ing series of substantially similar advocacy communications by your organizati on the same issue. If so, identify the other communications in the series with dates those communications were first disseminated to the publi . State whether the communication identifies specific I gislation, or a specific event outside your organization's control, that your 0 ganization hopes to influence. Describe any considerations that influenced the timi whether those considerations were tied to events out consideration. of the communication and ide the control of your State the total expenses used to prepare and disseminate the communication. 7. Has your organization engaged in any activities with the news media? If so, please describe those activities in further detail and, if available, provide copies of articles printed or transcripts of items aired because of that activityinclude the following: Press releases Interviews with news media Letters to the editor Op-ed pieces Does your organization promote or publicize itself using any as Facebook? If so, please list the social media outlets and :of those outlets. New media activity may Please provide a hardcopy printout of your organization's we bsite. internet social media such provide hardcopy printouts 10.,Are you associated with any other 501(c)(3), 501(c)(4) or 527 organizations? If so, provide the following: Provide the name, employer identification number, and address of the a. b. c. d. organizations. Does your organization sponsor a section 527 separ Describe in detail the nature of the relationships. Do you work with those organizations regularly? Des contacts. List shared employees, volunteers, resources, office organizations. ate segregated fund? cribe the nature of the space, etc. with the Please indicate the percentage of time and resources you have spent or will spend conducting these activities in relation to 100% of all your activities. This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Crossroads Grassroots Policy Strategies 27-2753378 12. Have you conducted or will you conduct candidate forums 0 candidates running for public offices are'invited to speak? I details and nature of the forum including: . a. b. The names of the candidates who did participate c. d. 11?. Provide the following information for all the public events so conducted by your organization: . The time, location, and content schedule of each event a b. c. . The time and location of the event . Copies of all handouts provided and distributed at th i Identify and provide copies of handouts to the audie Identify workshop materials that instructors will use . The names and credentials of the instructors . . If speeches or forums were or will be conducted att event, provide detailed nducted or planned to be CB contents of the speeches or forums, names of the eakers or panels. and their credentials. If any speakers or panel members will paid, provide the amount will be paid for each person. If not, please indicate ey volunteered to conduct the event. The names of persons from your organization and amount of time they will spend on the event. Indicate the name and amount time they will spend on the event. Indicate the name and amount of compensati that will be paid to each person. If no one will be paid, indicate. this event wil be conducted by volunteers to each person. Indicate the percentage of time and resources you in relation to 100% of all your activities. The names of candidates invited to participate The issues that were discussed ill spend on these activities other events at which "so, provide the following forum. including any internet or advertising material discussed or used at he forum. Indicate the percentage of time and resources you ve spent or will spend conducting these activities in relation to 100% of all our activities. 1.3. Do you directly or indirectly communicate with members of gislative bodies? a. If so. provide copies of the written communications and contents of other form of b. communications. Please include the percentage of time and resources spend conducting these activities in relation to 100% PLEASE DIRECT ALL CORRESPONDENCE REGA US Mail: Internal Revenue Service Exempt Organizations P. O. Box 2508 Exempt you have spent or will of all your activities. RDING YOUR CASE TO: Street Address for Delivery Service: Internal Revenue Service Organizations 550 Mai St. Federal Bldg. Cincinnati, OH 45201 Cincinn i. OH 45202 Attn: Joseph Herr Attn: Jo eph Herr Room 4514 Room 4514 Group 7821 Group 7821 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Form 1024 (Re . 9-98) Part Financial Data (Must be completed by all applicants) Complete the ?nancial statements for the current year and for each of the 3 years immediately before it statements for each year in existence. if in existence less than 1 year, also provide proposed budge A. Statement of Revenue and Expenses Page 5 3. If in existence less than 4 years. complete the for the 2 years following the current yearPrior Tax Years or Proposed Budget for Next 2 Years . - Current Tax Year Revenue From To .. .. Total BS and assessments 0f members Gross gifts. etc. . Gross a? ounts derived from activities related to the organization's exempt purpose (attach schedui (Include related cost of sales on line 9.) Gross amoEan from unrelated business activities (attach schedule) Gain from sale of assets. excluding inventory items (attach cheduie). . . . . . lnvestm nt income (see page 3 of the instructions) Other rejenue (attach schedule). Total re (enue (add lines 1 through 7) . Expenses Expense attributable to activities related to the organiza ion's exempt purposes. . . . . ions, gifts. grants. and similar amounts Expense1 attributable to unrelated business activities paid (attach schedule). Disbursem Is to or let the bene?t of members (attach schedule) Compensalon oi oiflcers. directors. and trustees (attach schedule) Other saXaries and wages. interest . Deprecia ion and depletion . Occupai-Fy . Other ex oenses (attach schedule) . Total expenses (add lines 9 through 16) Excess cf revenue over expenses (line 8 minus line 19Balance Sheet (at the end of the period sho n) Current Tax Year Assets as of .. 1 CashAccounts receivable. net. 2 3 invented . . . . . . . . . . 3 4 Bonds and notes receivable (attach schedule) . 4 5 Corporal stocks (attach schedule). . 5 6 Mortgag loans (attach schedule) 6 7 Other in stments (attach schedule) . 7 8 DepreclavFle and depletabie assets (attach schedule) 8 9 LandOther as ?ets (attach schedule) . 10 11 Total, ssets . . . . . . . -11 Liabilities 12 Accounts payable . . . . . . . . . . . 12 13 Contributons, gifts, grants. etc.. payable . 13 14 Mortgages and notes payable (attach schedule) . . 14 15 Other (attach schedule) 15 16 Total liabilitiesFund Balances or Net Assets 17 Total fund balances or net assets . . . . . . . . . . . . 17 18 Total liabilities and fund balances or net assets (add line 15 and line 17) 13 If there has been any substantial change in any aspect of the organization's financial activities sir check the box and attach a detailed explanation. ce the end of the period shown above, This documeht was obtained and uploaded by the Center for Resp onsive Politics (OpenSecrets.org) I Internal Revenue Service PO. Box 2508 Cincinnati. 45201 Department Employer lde ti 27-27533? Contact Pers Joseph Date: March 116. 2012 Crossroads grassroots Policy Strategies c/o J. Michael Bayes 45 North Hill (Drive, Suite 100 Warrenton. VIA 20186 Fax Number: Response Du May 15, 2012 Dear Applicai-it: Our previouslletter, copy enclosed. requested additional information about your section 501 of the Internal Revenue Code. To be tax-exempt under sectio primarily engaged in the promotion of social welfare. When determining whethe all the facts and circumstances of that specific organization must be considered. 1 I. As indicated ?n our previous letter. we are unable to make a final determination additional information. We ask that you provide the previously requested inform above (60 days from the date of this letter). Please contact the listed information ?quired to demonstrate eligibility for section 501(c)(4) status can be information, i?you need additional time to provide the requested information. or i . concerns. Please submit your response to us at: lnterriai Revenue Service Exempt Organizations 550 Main St. Federal Bldg. Cincinnati, OH 45202 Attn: lloseph Herr Room 4514 Group 7821 0 If you do not provide the additional information or receive an extension from us the Treasury ?cation Number: r, Group 7821, 0110233 ContactTele one Number: (513) 263-3 25 (513) 263-4 88 Date: pplication for tax-exempt status under 501(c)(4), an organization must be an organization meets that standard. tion by the response due date shown have if you believe that the (E your exempt status without provided through alternative you have other questions or the response due date (60 days from the date fthis letter). your case will be placed in suspense. You may reacfvate your case by providing the requested inf ?rmatlon within 90 days of being placed in suspense. After the 90- your case and if you wish to pursue IRS recognition of tax-exempt status you will application pa?lckage and new user fee payment. Please note that if your case is closed and you continue to hold yourself out as a must file the appropriate Form 990-series return (Form 990-N. Form 990-EZ or I We have sentla copy of this letter to your representative as indicated in your pow Sincerely, Lois G. Lerner Director, Exemp Enclosure: Previous Letter ay period has passed, we will close be required to submit a new section 501(c)(4) organization, you arm 990). er of attorney. Organizations This document was obtained and uploaded by the Center for Resp onsive Politics (OpenSecrets.org) Intern; Revenue Service PO. Box 2508 Cincinnati, OH 45201 Date: lfebruary 16, 2012 Crossr ads Grassroots Policy Strategies 010 J. Michael Bayes 45 North Hill Drive, Suite 100 Warrenton, VA 20186 Dear Sir or Madam: Department of the Treasury Employer Identification Number: 27-2753378 Person to Contact - Group Joseph He?r - 7821 0110233 Contact Telep hone Numbers: (513) 263-3725 Phone (513) 263-4488 Fax Reaponse Du 3 Date: March 8, 2012 We need more information before we can complete our considerat on of your application for exemption. Please provide the information requested on the enclosed Information Request by the response due date shown above. Your response must be signed by an authorized person or an officer whose name is listed on your application. Also, the information you submit should be accompanied by the following declaration: Un er penalties of I declare that I have examined this information, including ac ompanying documents, and, to the best of my knowledge and belief the information contains all the relevant facts relating to the request for the information, and such facts are true, correct, and complete. If we approve your application for exemption, we will be required by law to make the application and the information that you submit in response to this letter available for public inspection. Please ensure that your response doesn't include unnecessary personal identifying information. such a bank account numbers or Social Security numbers, that could result in identity theft or other adverse consequences if publicly disclosed. If you have any questions about the public inspection of your application or other documents, please call the person whose name and telephone number are shown above. To faci itate processing of your application, please attach a copy of this letter to your response and all correspondence related to your application. This will enable us to quickly and accurately associate the additional documents with your case file. Also, please note the following important response submission information: Filease don't fax gig mail your response. Faxing and mailirg your response will result in unnecessary delays in processing your application. Each piece of correspondence submitted (whether fax or mail) must be processed, assigned, and reviewed by an E0 determinations specialist. - Riease don?t fax your response multiple times. Faxing you* response multiple times will delay the processing of your application for the reasons noted above. This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Crossrpads Grassroots Policy Strategies 27-2753378 - Pease don?t call to verify receipt of your response wil ocessing time. it takes a minimum of three workdays to i sponse from the day it is received. If we dpn't hear from you by the response due date shown above, i want us to consider your application for exemption and will close yt lnterna Revenue Service will treat you as a taxable entity. If we re the res onse due date, we may ask you to send us a new applicati We ha sent a copy of this letter to your representative as indicat Attorney and Declaration of Representative. If you have any questions, please contact the person whose name shown in the heading of this letter. K??lo eph Exempt Enclosrre: Information Request Sincere hout allowing for adequate Jrocess your faxed or mailed we will assume you no longer Jur case. As a result, the ceive the information after on. in Form 2848, Power of and telephone number are .3, . Herr Organizations Specialist Letter 1312 (Rev. 05-2011) This document was obtained and uploaded by the Center for Resp onsive Politics (OpenSecrets.org) Crossrbads Grassroots Policy Strategies 27?275?3378 Additicjnal Information Requested: 1. In your response regarding the narrative description of you: activities, you indicated you ?have three primary activities: - Research - Public Education I - Activity to influence legislation and policymaking For each of the three activities, please provide the following a. Provide a more detailed description of the activity it how the activity furthers your exempt purpose and taken or plan to undertake to further each activity. break the description down into various component b. How much time as a percentage of your organizatio devoted to each activity and to each component act each component activity? d. How much time is devoted to each activity and to es employee, paid consultant, or volunteer? .N Regarding the three activities, state whether your organizat land controls to track expenses related to each activity. information: at includes a description of xamples of actions you have =or these broad activities, activities. n's total time has been vity? What financial resources in dollars have been devoted to each activity and to ich component activity by on has established policies a. if so, please describe those controls. If these policiis and controls are in writing, provide a copy. b. Does your organization allocate administrative/oven i so, please describe how the expenses are allocated. DO . ?Describe your organization's sources of income in further cl iengaging in fundraising activities, please provide the follow a. Copies of all solicitations your organization has ma including fundraising that occurs in an election year b. Copies of all documents related to your organlzatior events, including pamphlets, flyers, brochures, and c. How much of your organization's budget is spent on . ?Please provide updated financial data for Parts A or enclosed. Include actual information from 2010 and 2011 2012 and 2013. include supporting schedules to ail line itel .07 Describe your organization?s employees, paid consultants, detail. 1 a. How many employees has your organization hired? currently employed? Describe the activities on whic State whether the employees were full-time or part-t seasonal. If part-time or seasonal employees, desc were employed. How many paid consultants has your organization which they were hired and the activities on which 0. Has your organization used volunteers? If so, descr used, the dates for which they used, and the activitit worked. tead among the activities? If etaii. If your organization ng information: regarding funding, and non-election year. ?3 organization fundraising Nebpage solicitations. fundraising expenses? page 5 of Form 1024 nd proposed budgets for ns as requested on the page. and any volunteers in further How many employees are the employees worked ime and whether they are ribe the dates which they red? Describe the dates a consultants worked the the number of volunteers as on which the volunteers This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Crossro ds Grassroots Policy Strategies 27-275 378 6. Please identify any advocacy communications prepared and financed by your organization. For each of those communications, provide th a following information: a Provide a copy of the print communication or a transcript of the broadcast communication. b. Provide the date when the communication was first disseminated to the public; the period of time it was made available to the public and the frequency the communication was printed or broadcast during that oeriod. c. Describe the geographic area where the communication was disseminated to the public. d. State whether the communication was part of an ongloing series of substantially similar advocacy communications by your organization on the same issue. If so. identify the other communications in the series with the dates those communications were first disseminated to the public. e. State whetherthe communication identifies specific legislation, or a specific event outside your organization's control. that your organization hopes to in?uence. f. Describe any considerations that influenced the timing of the communication and i whether those considerations were tied to events outside the control of your consideration. I g. State the total expenses used to prepare and disseminate the communication. 7. Irv-lee your organization engaged in any activities with the news media? If so. please describe those activities in further detail and, if available, provide copies of articles printed or transcripts of items aired because of that activity. New media activity may [j include the following: a. Press releases b. Interviews with news media 0. Letters to the editor i d. Op-ed pieces 8. Please provide a hardcopy printout 'of your organization's website. I 9. oes your organization promote or publicize itself using any internet social media such 3 Facebook? If so. please list the social media outlets and provide hardcopy printouts of those outlets. 10. Are you associated with any other IRC 501(c)(3). 501(c)(4) or 527 organizations? if so, provide the following: a. Provide the name, employer identification number, and address of the organizations. b. Does your organization sponsor a Section 527 separate segregated fund? c. Describe in detail the nature of the relationships. d. Do you work with those organizations regularly? Describe the nature of the contacts. e. List shared employees, volunteers. resources, office space, etc. with the organizations. f. Please indicate the percentage of time and resources you have spent or will spend conducting these activities in relation to 100% of all your activities. This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) 27?275 378 Grassroots Policy Strategies 11. Provide the following information for all the public events co bonducted by your organization: a. 12. Have you conducted or will you conduct candidate forums qr other events at which icandidates running for public offices are invited to speak? I Ldetails and nature of the forum including: 13. b. c. j-h Do you directly or indirectly communicate with members oil a. . The names and credentials of the instructors The time. location, and content schedule of each evr Identify workshop materials that instructors will use if speeches or forums were or will be conducted at tl contents of the speeches or forums, names of the st credentials. If any speakers or panel members will will be paid for each person. if not. please indicatet the event. The names of persons from your organization and tr spend on the event. Indicate the name and amount event. Indicate the name and amount of compensati person. If no one will be paid, indicate this event wil to each person. Indicate the percentage of time and resources you Vt in relation to 100% of all your activities. The names of candidates invited to participate The names of the candidates who did participate The issues that were discussed The time and location of the event Copies of all handouts provided and distributed at th internet or advertising material discussed or used at indicate the percentage of time and resources you conducting these activities in relation to 100% of all 3 If so, provide copies of the written communications a communications. Please include the percentage of time and resources spend conducting these activities in relation to 100% PLEASE DIRECT ALL CORRESPONDENCE US Mail: Street A Internal Revenue Service Exempt Organizations P. O. Box 2508 Internal Exempt 550 Ma Cincinnati, OH 45201 Cincinn Attn?. Joseph Herr Attn: Jo Room 4514 Rt Group 7821 nducted or planned to be ant Identify and provide copies of handouts to the audie ace te event, provide detailed Jeakers or panels, and their re paid, provide the amount hey volunteered to conduct amount of time they will 3f time they will spend on the on that will be paid to each be conducted by volunteers rill spend on these activities i so, provide the following forum, including any ave spent or will spend (our activities. egislative bodies? nd contents of other form of i you have spent or will of all your activities. YOUR CASE TO: iddress for Delivery Service: Revenue Service Organizations St, Federal Bldg. ati. OH 45202 seph Herr Form 1024 (Rev. 9-98) Page 5 Part Fina 1cial Data (Must be completed by all applicants) Complete the ti statements for nancial statements for the current year and for each of the 3 years immediately before it ach year in existence. if in existence less than 1 year, also provide proposed budgets for the 2 years following the current year. ll in existence less than 4 years. complete the A. Statement of Revenue and Expenses Revenue Current Tax Year 3 Prior Tax Years or Pro osed Budget for Next 2 Years From Total 1 Gross du as and assessments of members 2 Gross co attributions, gifts. etc. 3 Gross amounts derived from activities related to the organization's exempt purpose (attach schedule) (include related cost of sales on line 9.) 4 Gross amou ts from unrelated business activities (attach schedule) 5 Gain tro sale of assets. excluding inventory items (attach hedulelnvestme income (see page 3 of the instructions) 7 Other rev nue (attach schedule). 8 Total rev nue (add lines 1 through 7) . Expenses 9 Expense attributable to activities related to the organizati n's exempt purposesExpenses ttributabie to unrelated business activities 11 Contribut ns. gifts. grants, and similar amounts paid (atta scheduleDisburseme to or for the bene?t of members {attach schedule) 13 Compensati oiollicers. directors. and trustees (attach schedule) 14 Other sal ties and wages. 15 Interest . . 16 Occupancy . . . 17 Depreciat on and depletion . 18 Other expenses (attach schedule) . 19 Total expenses (add lines 9 through 18) 20 Excess of revenue over expenses (line 8 minus line19). .. B. Balance Sheet (at the end of the period shown) Current Tax Year Assets as or .. 1 CashAccounts receivable, net . 2 3 inventoris. . 3 4 Bonds a notes receivable (attach schedule) 4 Corporat stocks (attach schedule). . 5 6 Mortgage. loans (attach schedule) . . 5 7 Other investments (attach schedule) . 7 8 Depreciable' and depletable assets (attach schedule) 3 9 LandOther assets (attach schedule) . 1? 11 Total assets . . . . . . 11 Liabilities 12 Accounts payable . . . . . ?2 13 Contributons. gifts. grants. etc.. payable . 13 14 Mortgages and notes payable (attach schedule) . 14 15 Other Iiatilities (attach schedule) 15 15 Total iabilitlesFund Balances or Net Assets 17 Total fund balances or net assets . . . . . . . . . . . . . 17 18 Total liabilities and fund balances or net assets (add line 16 and line 17) 1a If there has been any substantial change in any aspect oi the organization?s financial activities since the end of the period shown above. check the box and attach a detailed explanation. ,bCl This documel'tt was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Ho TZMANVOGELJOSEFMK PLLE ?1 ?3 Interna Exemp 550 Cincin Attn: Dear 16, 20 Crossr (1)Jun Exhibi organi: extens raised Ll Revenue Service ain Street, Federal Bldg. nati, OH 45202 May 21, 2012 Organizations oseph R. Herr Room 4514 Group 7821 lIr. Herr, The attached materials are submitted in response to your cor requesting additional information in connection with the Dads Grassroots Policy Strategies (27-2753378). Also attached are public inspection copies of Form 990 ?lec 1, 2010 through May 31, 2011; and (2) June 1, 2011 throug l-a and Exhibit l-b. Much of the information requested in zation?s Form 1024 application is contained in these ?lings. Attorneys at La ii North Hill Thrive Fin-1w IUD "i??a?urrentnn. 20180 pistes-Hews FEE-404416509 reSpondence dated February 30111] 1024 application of for the following periods: gh December 31, 2011. See :onnection with the We note that the Internal Revenue Service?s letter of Febru ye additional information and materials. We share many 0 Neve heless, Crossroads GPS has provided as complete a response discus ion on May 7, 2012, we have omitted information pertaining comm nication was printed or broadcast during that period? for me advert sements. We agreed that you would review our submission then tify us if you determine that that information is necessary fo 16, 2012, requested fThye concerns and objections by other organizations that received similar requests in the eceding months. as is possible. Per our to ?the frequency the st television and radio without that information and your review. Response of Crossroads Grassroots Policy Strategies (2 7-2 7533 78) Page I of36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Thank you for your continued cooperation and assistance. Sincerely, Thomas J. Jose?a Michael Bayes Counsel to Crossroads Grassroots Policy Strategies Enclosures Under penalties of perjury, I declare that I have examined this information, including accompanying documents, and, to the best of my knowledge and belief the information contains all the relevant facts relating to the requests for the information, and such facts are true, correct, and complete. omas SC ReSponse of Crossroads Grassroots Policy Strategies (2 7-2 7533 78) - Page 2 of 36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Introductory Legal Discussion As we understand the review process at it relates to the evaluation of an organization?s expenses for public communications, the Internal Revenue Service (IRS) examines those commuiications to determine whether the communication constitutes ?issue advocacy? (or other social welfare-related activity) or an expenditure for an ?exempt fun :tion? under 527(c)(2). A Section 501(c)(4) organization ?operate[s] exclusively for the promotion of social welfare if it is primarily engaged in promoting in some way the common good and general welfare of the people of the community.? Section As the Internal Revenue Service previously explained, ?Although the promotion of social welfare within the meaning of section 1.501 of the regulations does not include political campaign ctivities, the regulations do not impose a complete ban on such activities for section 501(c)(4) ganizations. Thus, an organization may carry on lawful political activities and remain exe pt under section 501(c)(4) as long as it is primarily engaged in activities that promote social we fare.? Rev. Rul. 1981-95, 1981?1 CB. 332. A Section 501(c)(4) organization may, however, ce certain tax consequences for making ?exempt function? expenditures, which include in?uenci (or attempting to influence) the selection, nomination, election, or appointment of an i dividual to a federal, state, or local public office. I.R.C. 527(c)(2). Pursuant to two recent Revenue Rulings, however, this dete ination is not made with reference to any clearly defined or bright-line rules, but rather, based upon a highly subjective evaluation of all the facts and circumstances of each case. See Rev. Rul. 2007-41 (?Whether an organization is participating or intervening, directly or indirectly, in any political campaign on behalf of or in opposition to any candidate for public of?ce depends upon all the facts and circumstances of each case?); Rev. Rul. 2004-6 (?All the facts and circumstances must be considered to determine whether an expenditure for an advocacy communication relating to a public policy issue is for an exempt function under Language in Scenario 1 of Rev. Rul. 2004?6 suggests that one object of the ?facts and circumstances? evaluation may be to determine if the expenditure supports or opposes a candidacy based on an issue. See Rev. Rul. 2004-6, Situation 1 (?Therefore, there is nothing to indicate that Senator A?s candidacy should be supported or opposed based on this issue?). The other ?ve scenarios, however, do not include such language. Rev. Rul. 2004-6 is addressed to Section 501(c)(4), 501(c)(5), and 501(c)(6) organizations. Rev. Rul. 2007?41 is addressed to 501(c)(3) organizations. However, the ?exempt function? analysis undertaken in Rev. Ru . 2004-6, and the ?political intervention? analysis undertaken in Rev. Rul. 2007-41 are generally believed (at least outside the IRS) to be substantially similar. Furthermore the two rulings use some of the same examples. Speci?cally, Scenario 2 in Rev. Rul. 2004-6 is the sa as Situation 14 in Rev. Rul. 2007?41, and Scenario 4 in Rev. Rul. 2004-6 is the same as Situation 15 in Rev. Rul. 2007-41. Response of Crossroads Grassroots Po licy Strategies (2 7-2 7533 78) Page 3 of 3 6 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) R'ev. Rul. 2004-6 lists eleven factors to be considered, but very clearly indicates that other factors that are not listed may also be taken into consideration. ?In facts and circumstances such as those described in the six situations, factors that tend to show that an advocacy communication on a public policy issue is for an exempt function under 527(c)(2) include, but are not limited to, the following: al b) c) d) C) The communication identi?es a candidate for public sf?ce; The timing of the communication coincides with an electoral campaign; The communication targets voters in a particular election; The communication identi?es that candidate?s position on the public policy issue that is the subject of the communication; The position of the candidate on the public policy issue has been raised as distinguishing the candidate from others in the campaign, either in the communication itself or in other public communications; and The communication is not part of an ongoing series 0 substantially similar advocacy communications by the organization on the same issue.? On the other hand, facts and circumstances such as tho described in the six situations, factors that tend to show that an advocacy communicatio on a public policy issue is not for an exempt function under 527(c)(2) includeThe absence of any one or more of the factors listed i The communication identi?es specific legislation, or ited to, the following: a) through i) above; a speci?c event outside the control of the organization, that the organization hope 5 to in?uence; The timing of the communication coincides with a Speci?c event outside the control of the organization that the organization hope 5 to in?uence, such as a legislative vote or other major legislative action (for example, a hearing before a legislative committee on the issue that is the subject of the communication); The communication identi?es the candidate solely as a government of?cial who is in a position to act on the public policy issue in connection with a speci?c event (such as a legislator who is eligible to vote on the legislation); and The communication identifies the candidate solely in the list of key or principal sponsors of the legislation that is the subject of the communication.? Rev. Rul. 2007-41 lists seven ?[k]ey factors in determining whether a communication results in political campaign intervention.? These seven ?key factors.? are not divided into categories as are the factors in Rev. Rul. 2004-6. The factors identified in Rev. Rul. 2007-41 are: Response of Crossroads Grassroots Policy Strategies (2 7-2 7533 78) Page 4 of36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Whether the statement identi?es one or more candid Whether the statement expresses approval or disappr candidates? positions and/or actions; Whether the statement is delivered close in time to tl ates for a given public of?ce; oval for one or more re election; Whether the statement makes reference to voting or an election; Whether the issue addressed in the communication distinguishing candidates for a given of?ce; Whether the communication is part of an ongoing set the organization on the same issue that are made inde election; and Whether the timing of the communication and identi related to a non-electoral event such as a scheduled an Of?ceholder who also happens to be a candidate ft Recent decisions of the US. Supreme Court indicate that the factor test may be constitutionally in?rm, and that speci?c factors it Rulings may not be valid gauges of the presence or absence of ?poli Continued reliance on the multi-factor test(s) employed in raises serious constitutional issues. As the Supreme Court explainetil in Citizens United v. Federal Election Commission: In fact, after this Court in WRTL adopted an objective ?appe: as been raised as an issue ?ies of communications by :pendent of the timing of any ?cation of the candidate are ote on speci?c legislation by or public of?ce. use of this sort of multi? lenti?ed in the two Revenue tical? or ?campaign? activity. ev. Rul. 2004-6 and 2007-41 11 to vote? test for determining whether a communication was the functional equivalent of express advocacy, . . . the FEC adopted a two-part, 11-factor balancii ruling. . . . This regulatory scheme may not be a prior restraint on speec term, for prospective speakers are not compelled by law to s: the FEC before the speech takes place. . . . As a practical ma complexity of the regulations and the deference courts show determinations, a speaker who wants to avoid threats of crim costs of defending against FEC enforcement must ask a gove permission to speak. . . . This is precisely what WRT sought to avoid. WRT said th standards ?must eschew the ?open-ended rough-and-tumblec ng test to implement in the strict sense of that :ek an advisory opinion from tter, however, given the to administrative inal liability and the heavy mmental agency for prior at First Amendment )f factors,? which ?invit[es] complex argument in a trial court and a virtually inevitable :Epeal.? . . . Government 3 of?cials pore over each word of a text to see if, in their jud ent, it accords with the 1 1- Response of Crossroads Grassroots Pr )1 icy Strategies (2 7-2 7533 78) Page 5 of 36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) factor test they have promulgated. This is an unprecedented into the realm of speech. Citizens United v. Federal Election Commission, 130 S. Ct. 876, 89. We acknowledged that the Citizens United decision arose fro and that the Federal Elebtion Commission applies different standard Supreme Court?s admonitions are entirely relevant here. Speci?c factors identi?ed in the two ?facts and circumstance questionable validity. First, the Supreme Court has Speci?cally held communication ?coincides with an electoral campaign? or is ?delive election? is irrelevant to determining whether the communication is advocacy. In Wisconsin Right to Life, Inc., the Court considered the Reform Act?s restrictions on ?electioneering communications,? whic before a primary or general election.? Wisconsin Right to Life, Inc. i Commission, 551 US. 449, 471 (2007). The Court found the timing ?unpersuasive? with respect to determining whether a communicatio functional equivalent of express advocacy. The Court emphasized tl choose to run an issue ad to coincide with public interest rather than unmistakable message, which fully comports with common sense, is citizens are most engaged in issue debates, and paying the most atter matters, during periods of time close to elections. As a result, it mak advocacy messages would be delivered during these time periods, most engaged and most receptive to issue advocacy. Finally, the Co decision not to continue running ads on an issue after an election ?dc that the ads were the functional equivalent of electioneering,? becaus had changed.? It is often the case that elections change the terms of purposes. governmental intervention 5-896 (2010). different circumstances, 3 and criteria. However, the 5? tests are also of that the fact that a red close in time to the Dr is not genuine issue Bipartisan Campaign ?by de?nition airjust i. Federal Election of advertisements to be should be deemed the [at ?a group can certainly a ?oor vote.? Id. The that both of?ceholders and tion to substantive policy es perfect sense that issue 1611 the relevant actors are made clear that a group?s es not support an inference in that case, ?the debate a debate; this is one of their Second, the question of whether a communication is part of ongoing series of substantially similar communications appears to favor established, si gle-issue interest groups, and suggests that a communication made by an established, single-is ue interest group may be presumed to be ?issue advocacy,? while the exact same communicat on made by either a new organization or a broad-based advocacy organization is more likely be treated as ?political campaign intervention.? Neither the identity of a speaker, nor that communications, has any bearing on whether a given communicatior political/campaign advocacy. Additionally, the Supreme Court recer Government may commit a constitutional wrong when by law it iden eaker?s past I is issue advocacy or ltly warned that ?the tifies certain preferred Response of Crossroads Grassroots Po This document was obtained and uploaded by the Center for Resp 1 icy Strategies (2 7?2 7533 78) Page 6 of 36 onsive Politics (OpenSecrets.org) This document was obtained and uploaded by the Center for Resp speakers.? Citizens United v. Federal Election Commission, 130 factor appears to do precisely this. Third, the treatment of discussion of issues on which the issue addressed in the communication has been raised as an issu for a given of?ce?) appears to serve no purpose other than to discor from discussing the most important issues. There is little purpose i1 Ct. 876, 899 (2010). This candidates differ (?whether distinguishing candidates [rage non-pro?t organizations 1 communicating about issues on which everyone already agrees. The most important and consequential policy and legislative issues 'almost always involve matters on which of?ceholders and ca ndidates disagree, sometimes strongly, and the fact that they may disagree on an issue raised in an advocacy communication has no bearing on whether that communication is genuine issue adv cannot be suppressed simply because the issues may also be pertine Right to Life, Inc., 551 US. 449, 474 (2007). 'In addition, supposedly relevant factors identi?ed in 2004-6 41. For example, Rev. Rul. 2004-6 asks whether a ?communicatior particular election.? It is very dif?cult to draw any conclusions ab the treatment of it in Rev. Rul. 2004-6. In all six examples, ?targeted to voters,? but in Scenarios l, 2, and 5 the expenditure is exempt function, while in Scenarios 3, 4, and 6 the expenditure is 0 function. These examples, even when taken together, fail to indicat voters? factor matters one way or another in the analysis. We note I one of the factors listed in Rev. Rul. 2007-41. Perhaps the Internal that genuine issue advocates are silenced if they are not permitted tc of?cial?s own constituents to urge that of?cial to change his or her} importance. Elected representatives are only accountable to their 0\ voters Who must be reached if an organization hopes to change the factor, if it is still used, suggests a failure to understand the basic na advocacy. Finally, to the extent that most of the factors used by the IRS external considerations, as opposed to objectively examining the co} ?four corners,? those factors are constitutionally suspect. The Supre clearly that ?contextual factors should seldom play a signi?cant I need not ignore basic background information that may be necessarj but the need to consider such background should not become an exc inquiry of the sort we havejust noted raises First Amendment conce Life, Inc., 551 US. 449, 473 (2007). Furthermore, ?regulations autl ocacy. ?Discussion of issues nt in an election.? Wisconsin are not mentioned in 2007- is targeted at voters in a how this factor is based on re expenditures described are zot deemed to be for an eemed to be for an exempt how the ?targeted to hat ?targeted to voters? is not Revenue Service recognized i encourage an elected Josition on a matter of public vn voters, and it is those >f?cial?s position. This ture of grassroots issue focus on contextual or nmunication within its own :me Court has stated very ?ole in the inquiry. Courts to put an ad in context . . . use for discovery or broader ms.? Wisconsin Right to iorizing tax exemptions may Response of Crossroads Grassroots P: )l icy Strategies (2 7-2 7533 78) Page 7 of 3 6 onsive Politics (OpenSecrets.org) not be so unclear as to afford latitude for subjective application by I Rag v. U.S., 631 F.2d 1030, 1034 (DC. Cir. 1980). The Internal Revenue Service has never defended the substa Rev. Rul. 2004-6 and Rev. Rul. 2007-41 in litigation, and no court 1? to review those criteria. Recently, it has even been suggested that tl sought to avoidjudicial review of these subjects. See Catholic Ansv 438 FeduAppx. 640 (9th Cir. 2011) (unpublished opinion) cert. denii In Catholic Answers, Inc., the Ninth Circuit noted with obvious sus; set of facts recur, the case will not evade review because it will be that the IRS has intentionally maneuvered to avoid judicial scrutiny engage in evasion of this kind? (emphasis added). See also Christin v. United States, 662 F.3d 1182, 1196 n.13 (11th Cir. 2011) (?This possibility that, should a similar dispute over tax exempt 51 refund suit, the ?voluntary cessation? exception to mootness may ha1 fails to refund the disputed taxes within the six month statutory peri RS of?cials.? Big Mama nce of the criteria set forth in as ever had the opportunity 1e IRS has intentionally zers, Inc. v. United States, 2d 132 S. Ct. 1143 (2012). iicion, ?However, should this lear then, while it is not now, and will not be permitted to Coalition of Florida, Inc. oint also highlights the :atus arise in a future tax we a role to play if the IRS 3d, and then later refunds the and without any independent basis for granting the refund. We offer no opinion on merits of a voluntary taxes after litigation begins, solely to deprive the court of jurisdicti:E cessation claim presented under such circumstances, as those circu case currently before (emphasis added). In conclusion, to the extent that the public even knows howt evaluates an organization?s expenditures to determine whether they under 527(c)(2), or are issue advocacy versus political/campaign a objectionable both when taken together as a single test and when co stances do not describe the ,he Internal Revenue Service are for an exempt function idvocacy, the factors used are nsidered individually. Response of Crossroads Grassroots Policy Strategies (2 7-2 7533 78) Page 8 of36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Additional Information Requested in Internal Revenue Service Correspondence Dated February 16, 2012 I. In your response regarding the narrative description of your a ctivities, you indicated you have three primary activities: 0 Research 0 Public Education '0 Activity to in?uence legislation and policymaking or each of the three activities, please provide the following information: a. Provide a more detailed description of the activity that ihcludes a description of how the activity furthers your exempt purpose and examples of actions you have taken or plan to undertake to further each activity. For these broad activities, break the description down into various component activities. b. How much time as a percentage of your organization ?s total time has been devoted to each activity and to each component activity. 5c. What ?nancial resources in dollars have been devoted tT each activity and to each component activity? 3 d. How much time is devoted to each activity and to each component activity by employee, paid consultant, or volunteer? Response Please see below for a discussion of the three categories noted above. Please also note that we have added a fourth category of activity since submitting our application grants to support other Section 501(c)(4) organizations with complementary missions). I. Research a. Crossroads GPS conducts research to determine how various demographic groups respond to current national policy issues, what priorities and concerns they have, and which public policy issues they might be most inclined to take action on through grassroots participation. Crossroads GPS also conducts in-d epth policy research on signi?cant issues, especially those that are currently under-reported in the media but are llikely to have a substantial impact on government policymaking in the future. Response of Crossroads Grassroots Policy Strategies (2 7-2 7533 78) Page 9 of 36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Example Activities (1) Public opinion polling on legislative/polic On December 6, 2010, Crossroads conducted by Glen Bolger of Public measured voter responses to both part of economic issues, included tax rates 7, Press Release, PR-18. On September 21, 201 1, Crossroa of a survey conducted by Glen Bolger focusing on the President?sjobs plan. Release, PR-43. On October 21, 2011, Crossroads regarding the second stimulus plan, ba commissioned and obtained by Crossr polling data, Crossroads GPS was able strategies for efforts aimed at ensuring :y issues . GPS released a new poll, pinion Strategies, that y?s messaging on a number and the de?cit. See Exhibit ds GPS released the results of Public Opinion Strategies See Exhibit 7, Press GPS issued a strategy memo sed on new polling data oads GPS. Based on the to provide messaging the new federal government spending proposal did not become law. See Exhibit 7, Press Release, (2) Freedom of Information Act efforts Crossroads GPS uses the Freedom of Inform ion Act (FOIA) to gain access to information regarding the policies a actions of the Executive Branch. All documents obtained by Crossroa 3 GPS in response to its FOIA requests are made public at untabilitv.org (described in more detail below). High-speed rail FOIA request (Fe 16, 2011). On February 17, 2011, Cro request seeking ?any and all cost bene the Federal Railroad Administration re national high-speed and intercity pass: but not limited to the $53 billion prop< rail development, the Corcoran-Borde Orlando?Tampa high speed rail projec . 17, 2011); follow-up (May ssroads GPS ?led a FOIA ?t analyses created by or for ilated to the construction of a :nger rail network, including )sed spending for high speed high-speed rail project, the t, the Los Angeles-San Response of Crossroads Grassroots Policy Strategies (2 7?2 7533 78) Page 10 0f36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Francisco high-speed rail project, ort he Northeast corridor high- speed rail project, and including any abstracts or summaries of such analyses.? Crossroads GPS received responsive documents on May 16, 2011. Wikicountability.org was launched on March 23, 2011, and is designed to crowd-source information obtained from Freedom of Information Act (F OIA) requests by organizations, individuals and journalists. The wiki site facilitates ef?cient sharing of public information about the Administration, and also spotlights perceived violations of the FOIA law by executive branch agencies. Individuals and groups that have FOIA requests and responses can upload their documents onto Wikicountability.org, thereby creating a national repository and clearinghouse of information concerning the Administration?s operations. See Exhibit 7, Press Release, PR-25. Lawsuit against U.S. Department Services (March 23, 2011; June 6, 20 of Health and Human 111). See Exhibit 7, Press Releases, PR-26 and PR-30. On March 23, 2011, a law ?rm representing Crossroads GPS ?led a lawsuit against the U.S. Department of Health and Human Services (HHS) in the United States District Court for the District 0 fColumbia, over the department?s repeated failure to comply with the Freedom of Information Act by providing information about the department?s granting of waivers from the Patient Protection and Affordable Health Act. Secretary of Commerce Gary Locke (May 17, 201 I). See Exhibit 7, Press Release, PR-28. In May 2011, Crossroads GPS released information published on wvan.Wikicountabilitv.org, and obtained via the FOIA process, that showed that U.S. Secretary of Commerce Gary Locke had traveled in his of?cial capacity to promote ?stimulus? funding for numerous businesses whose owners had contributed to Democratic: candidates for of?ce. request 13/201 1) SeeL Exhibit 7, Press Release, PR-42. In September 2011, Crossroa :1s GPS submitted a FOIA request to obtain information about the Administration?s Response of Crossroads Grassroots Policy Strategies (2 7-2 7533 78) Page 11 0f36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) II. involvement with the ?green energy? company which received federal government funding. Contemporaneous press reports indicated that Administration of?cials were present at one or more board meetings and information regarding the bankrupted (3) Big Labor vs. Taxpayers Index (9/2/2011 Release, The ?Big Labor vs. Taxpaye partnership between the Competitive Enterpri may have had access to company?s ?nances. See Exhibit 7, Press rs Index? is the product of a se Institute and Crossroads GPS. It is designed as a tool to empower citizens to challenge unions? oversized policy/political clout. The tool use; 1,150 data points to produce an index that ranks each state in 23 determine where government union lobbyists policymakers, and where the ?scal concerns strongly represented. The index is hosted on Institute?s labor policy website, b. Details pertaining to the allocation of overhead expenses Form 990 Returns. $1,410,141 for the period June 1, 2010, through Decembe Form 990 Returns. ifferent categories to . have maximum sway over 3f taxpayers are most the Competitive Enterprise aceChoice.org. and staff salaries among different activities are include in the Statements of Functional Expenses in the attached :r 31, 2011. See attached ld. These activities are undertaken by both employees and pa id consultants. Additional information pertaining to the duties of Crossroads Form 990 Returns. lPublic Education loyees and paid consultants is provided in response to Question 5. Additional details are included in the attached a. Crossroads GPS educates the public on national policy and legislative issues such as lthe national debt, government Spending priorities, health care policy, immigration, energy, and pension reform. Crossroads GPS conducts publ variety of communications channels, including paid advertis education through a wide mg, statements in news articles, policy information on its website, and publicly-released policy studies. Example Activities Response of Crossroads Grassroots Policy Strategies (2 7-2 7533 78) Page 12 of36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) (1) Executive Branch policy forum. For a full description of this activity, please see the response to Question 1 1. (2) ?Issue Directions? e-mail series. For a full description of this activity, please 1 see Response to Question 6. (3) Policy?based conference calls. On June 30, 2011, Crossroads GPS hosted a conference call i roundtable with Senator Orrin Hatch and Amlerican Action Forum President Doug Holtz-Eakin regarding recent actions taken by the Administration to restrict employers? rights amd resources when faced with I union organizing efforts. This conference call roundtable served as a briefing for the Washington employer community and explored practical and economic implications of recent rulemakings by the National Labor Relations Board and the US. Department of Labor. On July 19, 2011, a follow-up conference call roundtable was held with Glen Bolger of Public Opinion Strategies to discuss how to effectively communicate about the National Labor Relations Board?s and 3 Department of Labor?s regulatory efforts. (4) Crossroads advocacy communications include an educational component. These communications educate the pub ic on matters of public policy or legislation and of?ceholders? positions on these policies. (As the US. Supreme Court explained, ?Issue advocacy conveys information and educates.? Wisconsin Right to Life, Inc. v. Federal Election Commission, 551 US. 449, 470 (2007).) b. Because Crossroads public advocacy commuTications and outreach efforts have both grassroots lobbying and educational components, it is dif?cult, if not impossible, to assign a percentage of time and resources here. Details pertaining to the allocation of overhead expenses and staff salaries among different activities are included in the Statements of Functional Expenses in the attached Form 990 Returns. 3 c. See response to above and see also attached Form 990 Returns. Response of Crossroads Grassroots Policy Strategies (2 7-2 7533 78) Page 13 of 3 6 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) attached Form 990 Returns. Activity to in?uence legislation and policymaking 1a. Crossroads GPS conducts public communications and bu influence policymaking outcomes through grassroots mobili regulations, public hearings and investigations, and other p0 d. These activities are undertaken by both employees and paid consultants. Additional information pertaining to the duties of Crossroads employees and paid consultants is provided in response to Question 5. Additional details are included in the grassroots support to zation and advocacy. The focus of these advocacy efforts includes legislation, government budget priorities, icymaking activities. The {organization also encourages citizens to participate in grassroots advocacy on pending ilegislative issues through paid advertising, mailings, emails, tools. Example Activities National ?7 in ?11? Issues Agenda 1 (1) and web~based advocacy On August 18, 2010, Crossroads GPS released its issues platform for i 2010-2011, called the National ?7 in ?11? 155 Press Release, and attached brochure. The platforms? seven issue priorities were: 0 Guarantee low tax rates that encourag growth; es Agenda. See Exhibit 7, This platform identi?ed the seven key issues that would serve as the focus. of issue advocacy and grassroots mobilization activity by Crossroads GPS in 2010-201 1. 3 American economic - StOp Congress? reckless waste of taxpayer money; 0 Aggressively attack the national debt; End the bailout culture; Protect our borders, enforce our laws; 0 Reform health care responsibly, not ideologically; and Prioritize American energy development Response of Crossroads Grassroots Policy Strategies (2 7-2 7533 78) Page 14 0f36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) (2) New Majority Agenda On January 27, 2012, Crossroads GPS release 2012?2013, called the ?New Majority Agenda its issues platform for See Exhibit 7, Press Release, PR-90, and attached brochure. The platform provides a policy for individuals and businesses to ensu Clean up Washington?s ?nances: end ?greenjobs? giveaways, and hold the for its ?Cash for Cronies? culture; Quality health care: replace the ?Oba Frank legislation to identify provision up credit costs for consumers; instability, while developing a consist goods and services. Agenda and how it will strengthen our economy and website. Each initiative is explained in further detail framework for Crossroads issue advoc The New Majority Agenda outlines six major Crossroads GPS will work to advance in 2012 Pro-growth tax reform: keep taxes lovx Global leadership: protect America of global engagement to expand foreig When the New Majority Agenda was released, Cross Law announced, ?We plan to educate millions of Am The 2012-2013 New Majority Agenda is also set fort maintains a list of legislative proposals that it support acy efforts for 2012-2013. policy initiatives that -2013: and simplify the tax system re competitiveness; wasteful ?stimulus? and Administration accountable riiacare? law with reforms that preserve Americans? access to the health insurance costs, and protect seniors from Medicare cuts; Restore our energy leadership: end the interference with domestic energy dev EPA regulations and improve America Break Washington?s regulatory choke on regulatory attacks on employers by Labor, National Mediation Board, and government agencies, and order a top? ir doctors and drive down Administration?s elopment, halt job-killing energy infrastructure; 101d: impose a moratorium the NLRB, Department of other union-boosting down review of the Dodd- 1; that curtail credit or drive international threats and :nt, forward-leaning strategy ,n markets for American roads GPS President Steven ericans on the New Majority ?nancial health.? hon the Crossroads GPS and Crossroads GPS 3 that would further its Response of Crossroads Grassroots Pt )licy Strategies (2 7-2 7533 78) Page 15 of 36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Agenda. Visitors can then ?Take Action? and contact their Members of Congress to encourage them to support the New Majority Agenda. See Exhibit (3) Grassroots advocacy communications For a full listing of Crossroads advocacy comlinunications, please see the response to Question 6. (4) Endorse legislation 0 On July 19, 2011, Crossroads GPS endorsed HR. 2560, the Cut, Cap, and Balance Act of 201 1. See Exhibit 7, Press Release, On March 8, 2012, Crossroads GPS endorsed the Hoeven Amendment (#1537) to speed construction of the Keystone XL pipeline. See Exhibit 7, Press Release, PR-99. 0 Web pages devoted to the 2012-2013 New Majority Agenda include lists of legislative proposals supported by Crossroads GPS. See Exhibit i (5) Provide comment on regulatory activities, policy proposals, and other - current events 0 On August 31, 2011, Crossroads GPS issued a public statement on the Administration?s motion to block acquisition of T-Mobile USA Inc., questioning how the move would help create jobs in the United States. See Exhibit 7, Press Release, PR-38. On September 2, 2011, Crossroads GPS issued a public statement on the Environmental Protection Agency?s (EPA) withdrawal of its ozone rulemaking. See Exhibit 7, Press Release, On September 27, 2011, Crossroads GPS issued a statement asking the President to discuss his recent proposal to end the tax deductibility of state and local municipal bonds for large numbers of bond holders at a scheduled visit to a Denver, Colorado school whose district would be impacted by proposed tax law change. See Exhibit 7, Press Release, PR-44. Response of Crossroads Grassroots Policy Strategies (2 7-2 7533 78) Page I 6 of 36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) (6) On October 7, 201 1, and on November 4, 201 1, Crossroads GPS issued statements addressing the Department of Labor?s release of new job numbers. See Exhibit 7, Press Releas On January 4, 2012, Crossroads GPS issu es, PR-45 and PR-SO. ed a statement on the President?s recess appointment of Richard Corday to the Consumer Financial Protection Bureau. See Exhibit On January 13, 2012, Crossroads GPS iss 7, Press Release, PR-87. ued a statement urging the President to approve the Keystone XL pipeline as soon as possible. See Exhibit 7, Press Release, PR-88. On January 26, 2012, Crossroads GPS iss National Labor Relations Board?s plan to the email address and telephone numbers ued a statement opposing the force employers to provide of non-union employees to labor unions. See Exhibit 7, Press Release, On February 14, 2012, Crossroads GPS issued a statement regarding a provision of the White House?s Fiscal Year 2013 budget that limit the charitable tax deduction available to some taxpayers. See Exhibit 7, Press Release, On February 23, 2012, Crossroads GPS issued a statement in response in the President?s speech on energy policy. See Exhibit 7, Press Release, PR-97. Provide citizens with tools to contact their voice their opinions on important matters of policy elected representatives to Crossroads GPS developed the ?No More Blank Checks? website to serve as a destination for persons who wish to learn more about ?scal issue 3 and policy, including federal government spending, unemployment, job creation and growth, taxes, and the national debt. Concerned citizens can use the website to contact their elected representatives either by phone or email. See Exhibit Crossroads New Majority Agenda webpages include links for citizens to ?Take Action? by visiting the Grassroots Action Center, Response of Crossroads Grassroots olicy Strategies (2 7-2 7533 78) Page 1 7 of 36 IV. Agenda?s legislative and policy positions. activities are include in the Statements of Functional Expens Returns. 2010, through December 31, 2011. As noted elsewhere, this Additional information pertaining to the duties of Crossroads consultants is provided in response to Question 5. Addition attached Form 990 Returns. imissions where visitors can use provided templates to contact their elected representatives to urge them to support eafh of the New Majority See Exhibit b. As noted above, Crossroads public advocacy communications and outreach efforts have both grassroots lobbying and educational components. This makes it dif?cult, if not impossible, to assign a percentage of time and resources here. Details pertaining to the allocation of overhead expenses and staff salaries among different es in the attached Form 990 0. $28,100,071, was spent on public advocacy communications for the period June 1, category includes expenditures that have both grassroots issue advocacy and educational components. id. These activities are undertaken by both employees and paid consultants. employees and paid 1] details are included in the Grants to support other Section 501(c)(4) organizations with complementary Crossroads GPS makes grants to other section 501(c)(4) organizations (and one section 501(c)(6) organization) that have missions that comp Crossroads GPS. These grants enable other organizations to exempt-function, social welfare-related, program service out mission. Crossroads GPS carefully evaluates the missions and activiti exempt activity. lement the mission of expand their existing reach efforts. Building an effective, national web of grassroots organizations is a vital part of Crossroads es of recipient organizations prior to making any grants to ensure that funds are used for appropriate Section 501(c)(4)- and purposes. Grants are accompanied by a letter of transmittal stating that the funds are to be used only for tax-exempt function purposes of the grantee organization and not to be used in connection with any political or non? Response of Crossroads Grassroots Policy Strategies (2 7-2 7533 78) Page 18 0f36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Between June 1, 2010, and May 31, 2011, Crossroads GPS ade the following grants, which are also detailed in the attached Form 990 Returns (Schedule I): Grant Recipient IRC Section Amount Purpose 60 Plus Association 501(c)(4) 50,000 Support of social welfare and other tax-exempt purpose activities American Action 501(c)(4) 500,000 Support of social Network welfare and other tax-exempt purpose activities American Justice 501(c)(4) 300,000 Support of social Partnership welfare and other tax-exempt purpose activities Americans For Tax 501(c)(4) 4,000,000 Support of social Reform welfare and other tax?exempt purpose activities Center for 501(c)(4) 2,750,000 Support of social Individual Freedom welfare and other tax?exempt purpose activities Freedom Vote, Inc. 501(c)(4) 900,000 Support of social welfare and other tax-exempt purpose activities Indiana Right To 501 35,000 Support of social Life welfare and other tax-exempt purpose activities National Right To 501(c)(4) 2,025,000 Support of social Life welfare and other tax-exempt purpose activities National Federation 501(c)(6) 3,700,000 Support of social of Independent welfare and other Business tax-exempt purpose activities NRA ILA 501(c)(4) 600,000 Support of social welfare and other tax-exempt purpose Response of Crossroads Grassroots This document was obtained and uploaded by the Center for Resp 0! icy Strategies (2 7-2 7533 78) Page 19 of 36 onsive Politics (OpenSecrets.org) activities Republican 501(c)(4) 750,000 Support of social Govemors Public welfare and other Policy Committee tax-exempt purpose activities Republican Jewish 501(c)(4) 250,000 Support of social Coalition welfare and other tax-exempt purpose activities Ethics and Public 501(c)(3) 50,000 Support of social Policy Center welfare and other i tax-exempt purpose activities 4 small percentage, simply because evaluating potential grant a; The percentage of the organization?s total time devoted to ntensive an activity as other endeavors undertaken by Crossr disbursements for 2010-2011. Of course, the relative import activity. cl $15,910,000, for the period June 1, 2010, through Deceml on grants to other organizations. di Grant determinations are made by the President and Chiei Crossroads GPS (an employee), in consultation with the Boa paid consultants. making grants is a relatively ecipients is not as time 'oads GPS. The amount wipended through grants, noted below, represents approximately 24.6% of organizational ance of any given activity to the organization is not necessarily re?ected in the total amount of time devoted to that )er 31, 2011, was expended Executive Of?cer of rd of Directors and certain Response of Crossroads Grassroots P4 This docume )licy Strategies (2 7-2 7533 78) Page 20 of 36 nt was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) 2. Regarding the three activities, state whether your organization has established policies and controls to track expenses related to each activity. a. If so, please describe those controls. If these policies and controls are in writing, provide a capy. b. Does your organization allocate administrative/overhead among the activities? If so, please describe how the expenses are allocated. Yes, Cr ssroads GPS has established policies and controls to track expenses related to each activity?, and also for the allocation of administrative/overhead expenses among activities. . All expenses are categorized in terms of the four activities referenced in the question research, public education, grants, and advocacy). An employee who is a certi?ed ublic accountant (CPA) is primarily responsible for tracking expenses and inputting hose expenses into an accounting system. Crossroads GPS also tracks and categorizes xpenses in terms of: program service expenses; (ii) management and general 9 xpenses; and fundraising expenses. . Yes, Crossroads GPS allocates administrative and overhead expenses among the rganization?s various activities. These expense allocations are detailed on Part IX, btatement of Functional Expenses, included in both attached Form 990 Returns. Response of Crossroads Grassroots Policy Strategies (2 7-2 7533 78) i Page 21 of 3 6 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Crossro (corporations, LLCs, trade associations, trusts, coalitions, etc.) that GPS an result, I 1 a 3. Des ribe your organization ?s sources of income in further deta eng ges in fundraising activities, please provide the following i . Copies of all solicitations your organization has made re . Copies of all documents related to your organization ?s 01 vents, including pamphlets, flyers, brochures, and webpag ds GPS receives donations from individuals and various its mission. Most funds are raised through direct contact Zrossroads GPS produces minimal fundraising materials. il. If your organization nformation: garding funding, including ?undraising that occurs in an election year and non-election year. Responie rganization fundraising 2 solicitations. How much of your organization ?s budget is spent on fundraising expenses? es of organizations rish to support Crossroads ith potential donors. As a a. Crossroads GPS provides a standard memorandum and donation reply form to most notential donors. This memorandum and reply form are attac .hed as Exhibit 3-a-1 {specific bank account information has been redacted). Potential donors may also receive a. copy of Crossroads advocacy agenda (in 2010-201 l, issues Agenda, and in 2012, the New Majority Agenda). In 6 produced and distributed to donors a 2010-2011 Interim Perf Exhibit 3-a-2. Donors may also contribute to Crossroads GPS via the organ b. Crossroads GPS does not hold ?fundraising events.? As r1 through direct contact with individual prospective donors. c. For the period June 1, 2010 through December 31, 201 l, the National ?7 in ?11? :arly 201 1, Crossroads GPS armance Report. See ization?s webpage at oted above, funds are raised Irossroads GPS spent 1.32% of its gross receipts on fundraising expenses. (During that time period, Crossroads GPS reported gross receipts of $76,806,799, and total fundraising expenses of $1 ,017.012.) Response of Crossroads Grassroots Pc :licy Strategies (2 7-2 7533 78) Page 22 of 36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) 4. Please provide updated ?nancial data for Parts A on page 5 of Form 1024 enclosed. Include actual information from 2010 and 2011 and proposed budgets for 2012 and 2013. Include supporting schedules for all line items as requested on the page. Response See Exhibit 4. Response of Crossroads Grassroots olicy Strategies (2 7-2 7533 78) Page 23 of 36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecretsorg) 5. Des ribe your organization ?s employees, det il. i paid consultants, and any volunteers in further How many employees has your organization hired? How many employees are urrently employed? Describe the activities on which the efployees worked. State hether the employees were full-time or part-time and whe her they are seasonal. If art-time or seasonal employees, describe the dates which ey were employed. . How many paid consultants has your organization hired? Describe the dates which hey were hired and the activities on which the consultants worked. . Has your organization used volunteers? If so, describe the number of volunteers sed, the dates for which they were used, and the activities on which the volunteers orked. Respon a. Since its inception, Crossroads GPS has hired eight (8) employees, seven (7) of whom are currently employed by the organization. All employees are part-time employees, and are currently pai hours of work per week. None of Crossroads employ Response to Question 10(e). b. Since its inception, Crossroads GPS has retained 26 paid have been hired throughout the term of existence of Crossroa provide work and services in the following areas: The President and CEO is involved in all operational aspects of Crossroads GPS. This employee was hired June 1, 2010. Two employees manage media relations and outreach. One of these employees was hired July 6, 2010, and the other was hired October 11, 2011. One employee manages donor development, donc matters. This employee was hired November 14, Two employees work on internal management an One of these employees was hired August 1, 2011 October 1, 2011. One employee manages online outreach efforts. 1 June 21, 2010. relations, and fundraising 201 . i administrative matters. and the other was hired This employee was hired for approximately 20 :es is seasonal. See also the :onsultants. Consultants .ds GPS. Consultants Response of Crossroads Grassroots Pc 2! icy Strategies (2 7-2 7533 78) Page 24 of 36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) This document was obtained and uploaded by the Center for Responsive Politics (OpenSecretsorg) 0 Media relations; 0 Management and administration 0 Donor relations and development; 0 Legal and accounting services; 0 Advertising production and placement; 0 Research services. c. Crossroads GPS has an all-volunteer board of directors, Burch?eld, Sally Vastola, and Rob Collins. Karl Rove, Edward Gillespie, Haley Barbour, and Bill Pax01 services to Crossroads GPS. All four have provided consult well as assistance in fundraising matters. Mr. Rove has assi: volunteer basis since the organization?s inception. Mr. Gille on a volunteer basis from the organization?s inception until 1 ended his volunteer role with Crossroads GPS in April 2012 assisted Crossroads GPS on a volunteer basis from Septemb onsisting of Bobby 1 have all provided volunteer ing and strategic advice, as sted Crossroads GPS on a spie assisted Crossroads GPS 9rpril 2012. (Mr. Gillespie .) Governor Barbour has er 2011 to the present. Congressman Paxon has assisted Crossroads GPS on a volunteer basis from March 2011 to present. Response of Crossroads Grassroots 0] icy Strategies (2 7-2 7533 78) Page 25 of 36 6. Ple se identifv any advocacy communications prepared and ?nanced by your organization. For each of those communications, provide thefollowing information: Provide a copy of the print communication or a transcript of the broadcast communication. b. Provide the date when the communication was first disseminated to the public; the period of time it was made available to the public; and thefrequency the communication was printed or broadcast during that perio p. c. Describe the geographic area where the communication was disseminated to the public. a. State whether the communication was part of an ongoing series of substantially similar advocacy communications by your organization on the same issue. If so, identify the other communications in the series with the dates those communications were first disseminated to the public. e. State whether the communication identi?es specific legislation, or a speci?c event outside your organization ?s control, that your organization hopes to in?uence. 9 Describe any considerations that in?uenced the timing of the communication and whether those considerations were tied to events outside th a control of your consideration. g. State the total expenses used to prepare and disseminate the communication. Response I Crossroads GPS has produced and distributed advocacy communications in the following formats: (1) television (see Exhibit (2) radio (see Exhibit (3) print media (see Exhibit (4) direct mail (see Exhibit (5) Intemet-only video (see Exhibit (6) telephone messaging (see Exhibit and (7) e-mail (see Exhibit Response of Crossroads Grassroots Policy Strategies (2 7-2 7533 78) Page 26 of 36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Each communication is detailed in the charts that appear at Exhibit 6. Copies of the communications and/or transcripts of the communications are attached at Exhibit 6, as requested in Question The charts set forth at Exhibit 6 include most of the information requested in Question l6(b) 0 Note: Each direct mail piece was originally distributed on double-sided, heavy stock paper. The copies of these mail pieces that are included at Exhibit 6-d appear on two pages (the first page is the front of the original mailer; the second page is the reverse). Most ol??rossroads television advertisements are available on YouTube at DhtOzWA&feature=plcp. Crossroads GPS also communicates with the public through its Facebook and Twitter pages. See Response to Question 9 for more information on these social media communications. 0 Response of Crossroads Grassroots Policy Strategies (2 7-2 7533 78) Page 2 7 of 36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) 7. Has your organization engaged in any activities with the news desc or [1 following: Response Crossro a. Pre a. Press releases b. Interviews with news media c. Letters to the editor d. Op-ed pieces media? If so, please :ribe those activities in further detail and, if available, provide copies of articles printed ranscripts of items aired because of that activity. News media activity may include the ads GPS has engaged in activities with the news media, as set forth below. Releases: Since its inception in mid-2010, Crossroads GPS has communicated its views to the edia on a regular basis. Crossroads GPS also regularly announces its projects and activiti 5 through press releases. A complete listing of all Crossroads GPS press releases issued on orb b. Inte .fore May 1, 2012, is set forth at Exhibit 7. record statements to the news media. c. Letters to the editor: Crossroads GPS has not submitted a letter d. Op- followi ng op-ed pieces since the group?s inception: snake oil on taxes. See Exhibit Exhibit overreach burdens U.S. recovery. See Exhibit rviews with news media: Representatives of Crossroads GPS regularly provide on-the- to the editor. ed pieces: Representatives of Crossroads GPS have authored (or co-authored) the (1) Steven Law in The Hill, December 9, 2010: Americans rot buying class warfare (3) Steven Law in Politico, January 26, 2012: Crossroads GPS presents agenda. See (2) Steven Law and Douglas Holtz-Eakin in The Hill, February 14, 2012: Obama ?s Response of Crossroads Grassroots Policy Strategies (2 7-2 7533 78) Page 28 of 36 This documdnt was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) 8. Please provide a hardcopy printout of your organization ?3 website. Respoms See Exhibit 8. Response of Crossroads Grassroots Policy Strategies (2 7-2 7533 78) Page 29 of 36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) 9. Doeslyour organization promote or publicize itself using any internet social media such as ac ebook? If so, please list the social media outlets and provide hardcopy printouts of th oseI outlets. Response Crossiroads GPS maintains a Facebook page. See and dim hardcopy printout, attached as Exhibit 9?a. Crossroads GPS maintains a Twitter account. See and harddopy printout attached as Exhibit 9-b. i Crossiroads GPS posts its television and radio advertisements on YouTube, at Response of Crossroads Grassroots Policy Strategies (2 7-2 7533 78) Page 30 of 36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) org Res 0n_se_ 9 Washir organiz separat GPS and American Crossroads do not jointly sponsor activities or efforts execut (pro-gr 10. Are pro Crossrc 527 org commit vide th following: a. Provide the name, employer identi?cation number, and anizations. b. Does your organization sponsor a Section 527 separate c. Describe in detail the nature of the relationships. contacts. organizations. iads GPS shares several employees and consultants with Am ganization that is registered with the Federal Election Commi a. American Crossroads, EIN 27-2141277, 1401 New York lg?ton, DC 20005. 0. Crossroads GPS and American Crossroads operate indepc nation works to further a separate and distinct mission. The t1 and distinct Boards of Directors, budgets, websites, and pu to equip and mobilize citizens to take action on critical econc ve branch issues, such as those issues included in the New 1V owth tax reform; quality health care; restoration of American you associated with any other IRS 501(c)(3), 501(c)(4) or d. Do you work with those organizations regularly? Descr e. List shared employees, volunteers, resources, office spar f. Please indicate the percentage of time and resources you conducting these activities in relation to 100% of all your a $2 7 organizations? If so, address of the segregated fund? ibe the nature of the etc. with the have spent or will spend ctivities. srican Crossroads, a Section ssion as a political ttee. Additionally, the two organizations share of?ce space and of?ce equipment. Avenue, Suite 1200, b. No, Crossroads GPS does not sponsor a Section 527 separate segregated fund. :ndently of eachv'other. Each NO organizations have alic materials. Crossroads ammunications. Generally speaking, Crossroads GPS engages in grassroots education and advocacy )mic, legislative and lajority Agenda platform energy leadership; reduction Response of Crossroads Grassroots olicy Strategies 2 7-2 7533 78) Page 31 of 36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) of Washington-based regulation; global leadership). Crossroads GPS seeks to influence various legislative and policy matters. American Crossroads, on the other hand, is a political organization that works to support and elect candidates who are committed to individual liberty, limited government, free enterprise, and a strong national defense. American Crossroads seeks to influence electoral results. ti. See response to Part above. 3. The following individuals currently have employment arrangements with both Crossroads GPS and American Crossroads. Each organization pays a salary to each individual. 0 Steven Law 0 Jennifer L. Fay 0 Heather E. Henderson 0 Jonathan Collegio 0 Nathan M. Hodson 0 Anna L. Rogers 0 Kelly Nallen 9 Karl Rove, Haley Barbour, Bill Paxon provide volunteer services to both organizations. Edward Gillespie provided volunteer services to both organizations from their respective inceptions until April 2012. Crossroads GPS and American Crossroads share of?ce space and of?ce equipment. f. Aside from sharing certain employees, of?ce space and equipment, the two organizations do not engage in ?joint? efforts. Communications and activities are not ?jointly? sponsored, for instance. Rather, each organization develops and distributes its own comm nications and outreach efforts, projects, and other activities. Response of Crossroads Grassroots Policy Strategies (2 7-2 7533 78) Page 32 of 3 6 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) 11. Pr01 conducted by your organization.- .1 a. The time, location, and content schedule of each event b. Identify and provide copies of handouts to the audience workshop materials that instructors will use d. The names and credentials of the instructors event. spend on the event. Indicate the name and amount of time If no one will be paid, indicate this event will be conducted person. relation to 100% of all your activities. Respongg 1 . Econon DC, and was co-hosted by American Action Network. Cont Gray. The second panel discussed ?The Economic Impact 0 moderated by American Action Forum President Douglas Event Title: ?How Does the Executive Branch?s Abuse of PC a. Event was held February 14, 2012, at the Hotel, 515 If vide the following information for all public events conducted or planned to be e. If speeches or forums were or will be conducted at the event, provide detailed contents of the Speeches or forums, names of the speakers or panels, and their credentials. If any speakers or panel members will be paid, provide the amount [that] will be paid for each person. If not, please indicate they volunteered to conduct the f. The names of persons from your organization and the amount of time they will they will spend on the event. Indicate the name and amount of compensation that will be paid to each person. by volunteers to each g. Indicate the percentage of time and resources you will spend on these activities in pwer Threaten Our 5th Street, NW, Washington, :nt included speeches by Sen. Orrin Hatch, Rep. Peter Roskam, and former Sen. Norm Coleman. Two panel discussions were also held. The ?rst panel discussed ?The Since 2009,? and was moderated by Crossroads GPS Preside and included former Attorney General Edwin Meese and for irowth of Executive Power nt and CEO Steven Law, mer Ambassador C. Boyden Overreach,? and was altz-Eakin, and included Response of Crossroads Grassroots olicy Strategies (2 7-2 7533 78) Page 33 of 36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Randy Johnson of the Chamber of Commerce and Diana Fur Manhattan Institute. The agenda for the event is attached as b. Attendees were provided with a copy of the Crossroads Agenda brochure. See Exhibit 7, PR-90 and attached broch attached as Exhibit ll-b. d. As noted above, speeches were given by: Senator Orrin Hatch Representative Peter Roskam 0 Former Sen. Norm Coleman The event?s panelists were: 0 Former Attorney General Edwin Meese 0 Former Ambassador C. Boyden Gray Randy Johnson, US. Chamber of Commerce Diana Manhattan Institute along with representatives from American Action Network. g. The percentage of time and resources devoted to Sponsori conference described above is relatively small in relation to activities. C. Attorney General Meese distributed an op-ed he recently None of the individuals named above were paid for their 2 f. The event was organized primarily by Crossroads GPS Pr: Of?cer Steven J. Law and Crossroads GPS Vice President 01 :htgott?Roth of the Exhibit 1 l-a. 2012-2013 New Majority C. >o-authored. This op-ed is tppearances; all volunteered. :sident and Chief Executive ?Policy Steven Duf?eld, ng public events such as the Erossroads overall Response of Crossroads Grassroots P4 )l icy Strategies (2 7-2 7533 78) Page 34 of 36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) 12. Have you conducted or will you conduct candidate forums or other events at which candidates running for public o?ices are invited to speak? If so, ovide the following details and nature of the forum including: a. The names of candidates invited to participate b. The names of candidates who did participate c. The issues that were discussed The time and location of the event e. Copies of handouts provided and distributed at the forum, including any internet or advertising material discussed or used at th forum f. Indicate the percentage of time and resources you have slpent or will spend conducting these activities in relation to 100% of all your activities. Resgogse No, Crossroads GPS has not conducted, and has no plans to conduct any candidate forums or 9 other CV ents at which candidates running for public of?ces are invited to speak. Response of Crossroads Grassroots Pc licy Strategies (2 7 -2 7533 78) Page 35 of36 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) 13. Do_ a. If so, provide copies of the written communications and communications. . Please include the percentage of time and resources you onducting these activities in relation to 100% of all your a RespoTe Crossrqads GPS engages in a small amount of direct and indirect cc] of legislative bodies. I The or anization?s Vice President of Policy communicates verbally Congre 5. These conversations are primarily intended to inform legislative and policy activities occurring within Congress. On occa Policy peaks directly with Members of Congress. . Crossroads GPS has delivered a series of e-mail communi orking within Congress which detail Crossroads pos egislative votes. These e-mails are not sent directly to Me mails to a small number of congressional staffers. Copies embers. See Exhibit 7, Press Release, and attached . Crossroads GPS spends only a very small percentage of it ommunicating directly or indirectly with members of legislz lsewhere in this response, the vast majority of Crossroads imed at the general public. he Vice President of Policy spends less than 20% of his tim rossroads GPS communicating directly with Members of staff (or on other activities that might be classi?ed as ?lobby you directly or indirectly communicate with members of leg ommunications the ?Issues Direction? series) are attac] also mailed copies of the New Majority Agenda to certs islative bodies? contents of other form of have spent or will spend ctivities. nmunication with members with the staff of Members of ssroads GPS about sion, the Vice President of cations to persons not ition on upcoming ers of Congress or ongressional staff. However, the Vice President of Policygeriodically forwards these these e-mail ted at Exhibit 6. Crossroads in Congressional staff brochure. time and resources itive bodies. As noted communications are spent working on behalf of ongress or congressional ng activities? by the IRS). Response of Crossroads Grassroots Pc >1 icy Strategies (2 7-2 75 3 3 78) Page 36 of 3 6 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Exhib This document was obtained and uploaded by the Center for Responsive Politics (OpenSecretsorg) TAX RETURN FILING INSTRUCTIONS FORM 990 PUBLIC DISCLOSURE FOR THE YEAR ENDING MAY 31 2011 COPY Prepared for CROSSROADS GRASSROOTS POLICY STRATEGIES 45 N. HILL DRIVE NO. 100 WARRENTON, VA 20186 Prepared by ATCHLEY 8c ASSOCIATES LLP 6 85 0 AUSTIN CENTER BLVD STE 18 0 AUSTIN, TX 78731?3129 Amount due NOT APPLICABLE or refund Make check NOT APPLICABLE payable to Mail tax retur and check (if 7pplicable) to 3 NOT APPLICABLE Return must mailed on or before 39 NOT APPLICABLE Special Instructions I. THIS COPY OF THE RETURN IS PROVIDED PURPOSES. ANY CONFIDENTIAL INFORMATI HAS BEEN REMOVED. INLY FOR PUBLIC DISCLOSURE ON REGARDING LARGE DONORS 000941 05-01-10 This documerLt was obtained and uploaded by the Center for Resp Dnsive Politics (OpenSecrets.org) sm990 Department oi the Trees ry PUBLIC DISCLOSURE COPY Return of Organization Exempt From Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue bene?t trust or private foundation) The organization may have to use a copy of this return to satisfy st ode (except black lung OMB No. 2010 Inspection Income Tax reporting requirements. ?tternel Revenue Servic For the 2010 calendar year, or tax year beginning JUN 1, 2010 andending MAY 31, 2011 Egg?gal?ia: me of organization Employer identi?cation number @5513? CROSSROADS GRAS SROOTS POLI CY STRATEGIES Dding Business 'r'Sil?li?r'r'l NUmber and street (or P.0. box it mail is not delivered to street address) Room/suite Telephone number ?33m? 45 N. HILL DRIVE 100 202-559-6428 3mm City or town, state or country, and ZIP 4 Gross receipts ?83m WARRENTON I VA 2 0 1 8 H(a) Is this a group return pending Name and address of principal officer:STEVEN LAW for affiliates? 1:]Yes No SAME AS ABOVE H(b) Are all affiliates included? DYes No Tax-exempt status: L__i 501(c)(3) LXJ 501(c)( 4 (insert no.) i_i 4947(a)(1) or 527 If attach a list. (see instructions) Website: - - ORG H(c) Group exemption number Form of organizat on; LKJ Corporation Trust Association Other} er of formation: 2 0 1 0] State of legal domicile: VA I Part II Summary q, 1 Brie?y describe the organization's mission or most significant activities: ENGAGING IN PUBLIC COMMUNICATIONS AND DIRECT CONTACT WITH INTER ISTED CONSTITUENCIES TO 2 Checkt is box if the organization discontinued its operations or disposed of are than 25% of its net assets. 3 a Number rvoting members or the governing body (Part VI. line 1a) 3 3 4 Number independent voting members of the governing body (Part VI, line 1b) 4 3 3 5 Total nu ber of individuals employed in calendar year 2010 (Part V, line 2a) 5 4 3; 6 Total nu tear of volunteers (estimate it necessary) .. 6 0 7 a Total un?lated business revenue from Part column (C), line 12 0 7a 0 . Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0 - Prior Year Current Year a 8 ions and grants (Part line 1hProgram service revenue (Part line 29) .. 0 In: 10 lnvestm nt income (Part column (A), lines Other re enue (Part column (A), lines 5, 6d, BC, BC, 100, and 11e) 0 . 12 Total rev?nue - add lines 8 through 11 (must equal Part column (A). line 12Grants and similar amounts paid (Part IX, column (A), lines 1-Bene?ts said to or for members (Part IX, column (A), line 4) . 3 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-1016a Professic nal fundraising fees (Part IX, column (A), line He) 3 5 5 0 . Total fun :lraising expenses (Part IX, column (D), line 25Other expenses (Part IX, column (A), lines 11a-11d, 11f-24fTotal expenses. Add lines 13-17 (must equal Part IX, column (A), line 25Revenue less expenses. Subtract line 18 from line E758 Beginning of Current Year End of Year ?g 20 Total assets (Part X, line 16Total liabilities (Part x. line 26Net asse or fund balances. Subtract line 21 from line [Fart II Sign ture Block Under penalties of pe jury, i declare that I have examined this return, including accompanying schedules and stat ments, and to the best of my knowledge and belief, it is true, correct, and com plete. Declaration of preparer (other than officer) is based on all information of which prepal er has any knowledge. Sign tature 0t ottlcer Date Here 8 LAW, PRES Type or name and We Print/Type preparer's name Pr, arer's signature LJ Paid KAREN . ATCHLEY gall-employed Preparer Firm's name LATCHLEY 8: ASSOC LLP ?1 Firm?s EIN -Jse Only Firm's address 6 8 5 0 AUSTIN CENTER BLVD STE 1 8 0 AUSTIN, TX 78731?3129 Phoneno. (512)346?2086 May the IRS discuss this return with shown above? (see instruotions) .. LXJ Yes i_i No 032001 02-22-11 For Paperwork Reduction Act Notice, see the separate instructions. Form 990 (201 0) SEE SCHEDULE 0 FOR ORGANIZATION MISSION STATEN ENT CONT INUAT ION This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Form 990 (2010) CROSSROADS GRASSROOTS POLICY PEGIES 27-2753378 Page2 I Part Stat: Chec ment of Program Service Accomplishments if Schedule 0 contains a response to any question in this Part .. .. W1 Brie?y descr CROSSRI DADS GRASSROOTS POLICY STRATEGIES IS A Ni be the organization's mission: DN-PROFIT PUBLIC POLICY ADVOCACY ORGANIZATION THAT IS DEDICATED TO EDUI EATING, EQUIPPING, AND VG AMERICAN CITIZENS TO TAKE ACTION ON I PORTANT ECONOMIC AND LEGISLJ ATIVE ISSUES THAT WILL SHAPE OUR .. FUTURE. THE VISION OF Did the organization undertake any significant program services during the year which were the prior Forn 990 or If "Yes," des If "Yes," des Describe the Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to rep others, the total expenses, and revenue, if any, for each program service report allocations tc :ribe these new services on Schedule 0. Did the organization cease conducting, or make significant changes in how it conducts, any :ribe these changes on Schedule 0. exempt purpose achievements for each of the organization's three largest progr ot listed on .. EYes No rogram services? (:lYes No am services by expenses. art the amount of grants and ad. GROUPS CONCERI (Code: DADS GPS CONDUCTS RESEARCH TO DETERMINE (Expenses including grants of RESPOND TO CURRENT NATIONAL POLICY (Revenue VARIOUS DEMOGRAPHIC S, WHAT PRIORITIES AND US THEY HAVE, AND WHICH PUBLIC POLICY THEY MIGHT BE MOST INCLINED TO TAKE ACTION ON THROUGH GRASSROOTS CROSSROADS GPS ALE SO SPONSORS IN-DEPTH POLICY RESEARCH ON I- SIGNIFICANT ISSUES, ESPECIZ XLLY THOSE THAT ARE CURRENTLY BUT ARE LIKELY TO HAVE A SUBSTANTIAL IMPACT ON GOVERNMENT POLICYD IAKING IN THE FUTURE. (Code: THE ORC (Expenses including grants of 15 PROMOTES SOCIAL WELFARE PURPOE 60000- )(Revenue$ ES OF NONPROFIT 501C GROUPS THAT SHARE SIMILAR MISSIONS. (Code: THE ORC (Expenses including grants of ZATION CONDUCTS PUBLI COMMUNI CAT IONS (Revenue AND BUILDS GRASSROOTS TO INFI .UENCE POLICYMAKING OUTCOMES THROUGH GRAS SROOTS MOBILIZATION AND ADVOCAC SY. THE FOCUS OF THESE ADVOCACY EFFORTS AY INCLUDE LEGISLATION, BUDGET PRIORITIES, REGULATIONS, PUBLIC HEARINGS AND INVESTIGATIONS, AND OTHER ACTIVITIES. THE ORGANIZATION ALSO ENGAGES CITIZENS TO PART IN GRASSROOTS ADVOCACY ON PENDIN LEGISLATIVE ISSUES PAID ADVERTISING, MAILINGS, AN ADVOCACY TOOLS. 4d Other prograr I (Expenses 4e Total_grograrn service expenses services. (Describe in Schedule 0.) including grants of 25,500,372. (Revenue Form 990 (2010) 032002 12-21-10 2 21150412 796 48 08041 2010.05070 CROSSROADS ERASSROOTS POLIC 08041__2 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Form 999 (2010) CROSSROADS GRAS SROOTS POLICY STRATEGIES 27 ?275 3 378 Page3 LPart Chec klist of Required Schedules Yes No 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes, complete Schedule A .. 1 2 Is the organization required to complete Schedule 8, Schedule of Contributors? 2 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for Public office? If "Yes." complete Schedule C, Pelt! .. 3 4 Section 501 organizations. Did the organization engage in lobbying activities, or have section 501 election in effect during the tax year? lf "Yes. complete Schedule 0. Pelt ll .. 4 A 5 is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives memb rship dues, assessments, or similar amou 'its as defined in Revenue Procedure 98-19? If "Yes, complete Schedule C, Part 5 6 Did the organization maintain any donor advised funds or any similar funds or accounts wher donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If complete Schedule D, Part I 6 7 Did the organization receive or hold a conservation easement, including easements to press 6 open space, the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, ll 7 8 Did the organization maintain collections of works of art, historical treasures, or other similar a sets? If "Yes," complete Schedule D. Part .. 8 9 Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," co lete Schedule D, Part IV 9 10 Did the orgar-ization, directly or through a related organization, hold assets in term, permanen or quasi-endowments? If "Yes." complete Schedule D. Part .. 10 11 if the organization's answer to any of the following questions is "Yes," then complete Schedul 0, Parts VI. VII, IX, or as applicable. a Did the orgar ization report an amount for land, buildings, and equipment in Part X, line 10? If Yes, complete Schedule D, Part VI .. 11a 5 Did the orgar ization report an amount for investments other securities in Part X, line 12 that i 5% or more of its total assets reported In Part X. IIne 16?? If "Yes. complete Schedule D. Part VII .. 11b Did the orgarjzation report an amount for investments - program related in Part X, line 13 that 5% or more of its total assets reported in Part X. line 16?? ll "Yes, Complete Schedule 0. Perl 1 1c Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of 5 total assets reported in Part X. line iti'llf "Yes. complete Schedule D. Part lX .. 11d Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete chedule D, Part 1 1e Did the orgarization's separate or consolidated financial statements for the tax year include a ootnote that addresses the organizat on's liability for uncertain tax positions under FIN 48 (A80 740)? If "Yes," comp! 5 Schedule D, Part 11f 12a Did the organization obtain separate, independent audited financial statements for the tax ye If "Yes," complete Schedule D. Parts XI. XII. and .. 12a Was the org ization included in consolidated, independent audited financial statements for the tax year? lf "Yes," and the organization answered "No" to line 72a, then completing Schedule D, Parts XI, XII, and is optional 12b 13 Is the organi atlon a school described in section If "Yes, complete Schedule 13 14a Did the orga .ization maintain an office, employees, or agents outside of the United States? 14a Did the organization have aggregate revenues or expenses of more than $1 0,000 from grantm aking, fundraising, business, and program service activities outside the United States? If "Yes, complete Schedule F, Parts I and IV 14b 15 Did the orgarization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? ll? "Yes. complete Schedule F. Perle ll and IV .. 15 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If "Yes. complete Schedule F. Pan?s and .. 16 17 Did the organization report a total of more than $15,000 of expenses for professional fundraisilfig services on Part lX, column (A). lines 6 and 11s? If "Yes." complete Schedule G. Parll .. 17 18 Did the organization report more than $15,000 total of fundraising event gross income and cortributions on Part lines to and Be? If "Yes." complete Schedule G. Part II .. 18 19 Did the organization report more than $15,000 of gross income from gaming activities on Part Jill, line 9a? If "Yes, complete edule G. Pelt .. 19 20a Did the organization operate one or more hospitals? If Yes, complete Schedule 203 If "Yes" to line 20a, did the organization attach its audited financial statements to this return? +ote. Some Form 990 filers that operate one more hospitals must attach audited financial statements (see instructions) .. 20b Form 990 (2010) 032003 12-21-10 3 21150412 796 448 08041 2010 . 05070 CROSSROADS GRASSROOTS POLIC 08041?2 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Form 990 (2010) CROSSROADS GRAS SROOTS POLICY Page 4 [Fart IVJ Checklist of Required Schedules (continued) Yes No 21 Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX. column (A). line 1? If "Yes. complete Schedule l: Fells lend ll .. 21 22 Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part lX, column (A). 2? If "Yes. complete Schedule I. Perle land .. 22 23 Did the orga ization answer "Yes" to Part VII, Section A, line 3,4, or 5 about compensation of the organization's current and former icers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule . .. 23 24a Did the orga ization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of th year, that was issued after December 31, 2002? If "Yes, answer lines 24b thro 1th 24d and complete Schedule K. We go to line 25 .. 24a Did the organization invest any proceeds of tax-exempt bonds beyOnd a temporary period exception? 24b Did the orgar ization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax'exelrpt .. 240 Did the orgar ization act as an "on behalf of" issuer for bonds outstanding at any time during tie year? 24d 25a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an exoess benefit transaction with a disqualified teen during the year? ll "Yes, complete Schedule L. Peril .. 25a Is the organi ation aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the tran action has not been reported on any of the organization's prior Forms 990 or If "Yes," complete Schedule L. em 25b 26 Was a loan or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outst nding as of the end of the organization's tax year? if "Yes," complete Schedule L, Part II 26 27 Did the orga ization provide a grant or other assistance to an officer, director, tmstee, key em aloyee, substantial contributor, a grant selection committee member, or to a person related to such an individu i? If "Yes, complete Schedule L. all .. 27 28 Was the org ization a party to a business transaction with one of the following parties (see hedule L, Part IV for applicable filing thresholds, conditions, and exceptions): a A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, art IV 283 I) A family member of acurrent or former officer, director, trustee, or key employee? If "Yes," co plete Schedule L, Part IV I. 28b An entity of which a current or former officer, director, trustee, or key employee (or a family me her thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV 28c 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes, complete Schedule 29 30 Did the organ zation receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? lf "Yes, complete SChedUle .. 30 31 Did the organ zation liquidate, terminate, or dissolve and cease operations? ll "Yes. complete Schedule N. Pall .. 31 32 Did the organ'zation sell, exchange, dispose of, or transfer more than 25% of its net assets?lf Yes, complete Schedule N. F?ell ll .. 32 33 Did the organ zation own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301 .7701-3? If "Yes." complete Schedule H, Parll .. 33 Was the organization related to any tax-exempt or taxable entity? ll "res. complete Schedule h. Parts ll. IV. and V. line 1 .. 34 Is any related organization a controlled entity within the meaning of section 512(b)(13)? 35 a Did the organ zation receive any payment from or engage in any transaction with a controlled entity within the meanin of section 512(b If "Yes. complete Schedule Fl. Part V. line 2 .. Yes No 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-cl? aritable related organization? ll "res. complete Schedule Fl, Perl v. line 2 .. 36 A 37 Did the organ zation conduct more than 5% of its activities through an entity that is not a related organization and that is trdated as a partnership for federal income tax purposes? If "Yes, complete Sched Jle R, Part VI 37 38 Did the organ zation complete Schedule 0 and provide explanations in Schedule 0 for Part VI, ines 11 and 19? Note. All Form 990 filers are required to c0mplete Schedule 0 .. 38 Form 990 (2010) 032004 12-21-10 4 21150412 796448 08041 2010 . 05070 CROSSROADS POLIC 08041__2 This documeht was obtained and uploaded by the Center for Resp onsive Politics (OpenSecrets.org) Form 990 (2010) CROSSROADS GPLASSROOTS POLICY STRATEGIES 27?2753 378 Page5 Part Statements Regarding Other IRS Filings and Tax Compliance Chec if SChedU'e 0 Contains a response ?0 any quest? in this Pa? Yes No 1a Enter the number reported in Box 3 of Form 1098. Enter -0- if not applicable 1a 1 9 Enter the nu nber of Forms W-2G included in line 1a. Enter 0- if not applicable 1b 0 Did the orga nization comply with backup withholding mles for reportable payments to vendors and reportable gaming (gambling) nnings to prize winners? 1c 23 Enter the nu ber of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the alendar year ending with or within the year covered by this return 23 4 If at least on is reported on line 2a. did the organization file all required federal employment tax returns? 2b Note. If the um of lines 1a and 2a is greater than 250, you may be required to e-fi/e. (see instructions) 3a Did the orga ization have unrelated business gross income of $1 ,000 or more during the year? 3a if "Yes," has it filed a Form 990T for this year? If "No, provide an explanation in Schedule 0 3b 43 At any time uring the calendar year. did the organization have an interest in, or a signature or other authority over, a financial acc unt in a foreign country (such as a bank account, securities account, or other financial account)? 4a it "Yes," ent the name of the foreign country: See instructi ns for filing requirements for Form TD 9022.1, Report of Foreign Bank and Fin ancial Accounts. 53 Was the org nization a party to a prohibited tax shelter transaction at any time during the tax year? 5a Did any taxa is party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b it "Yes." to it be or so. did the organization Form Baas-T? .. 5c 6a Does the org nization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contribu ions that were not tax deductible? 6a If "Yes," did he organization include with every solicitation an express statement that such contributions or gifts were not tax eductibie? .. 6b 7 Organizatio that may receive deductible contributions under section 170(0). 3 Did the organi tion receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? Ta if "Yes," did the organization notify the donor of the value of the goods or services provided? 7b Did the orgar ization sell, exchange, or othenivise dispose of tangible personal property for whi :h it was required to file Form 8282?? .. 70 3 If "Yes," indicate the number of Forms 8282 filed during the year lid I Did the orgar ization receive any funds, directly or indirectly, to pay premiums on a personal be nefit contract? 7e Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 7f 9 if the organiz tion received a contribution of qualified intellectual property, did the organization file Form 8899 as required? A if the organiz tion received a contribution of cars. boats, airplanes, or other vehicles, did the organization file a Form 1098-0? 7h A 8 Sponsoring or anizaticns maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, 0 a donor advised fund maintained by a sponsoring organization, have excess business hold at any time during the year? a 9 Sponsoring rganizations maintaining donor adVised funds. a Did the organization make any taxable distributions under section 4966? 9a Did the orgarization make a distribution to a donor, donor advisor, or related person? 9b 10 Section 501(c)(7) organizations. Enter: a Initiation fee and capital contributions included on Part line 12 103 Gross receipjs, included on Form 990, Part line 12, for public use of club facilities 10b 11 Section 501(c)(12) organizations. Enter: a Gross income from members or shareholders .1511 11a Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) .. 11b 12a Section 4941(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu 01 Form 1041 123 If "Yes," enter the amount of tax-exempt interest received or accrued during the year I 12b I 13 Section 501(c)(29) quali?ed nonpro?t health insurance Issuers. a Is the organi tion licensed to issue qualified health plans in more than one state? 133 Note. See th instructions for additional information the organization must report on Schedule 0. Enter the am unt of reserves the organization is required to maintain by the states in which the organization i licensed to issue qualified health plans .. 13b 0 Enter the amount of reserves on hand .. 136 143 Did the organization receive any payments for indoor tanning services during the tax year? 14a it "Yes," has it filed a Form 720 to report these payments? if "No, provide an explanation in Schedule 0 .. 14b i Form 990 (2010) 0320o5 12-21-10 5 21150412 796 448 08041 2010 . 05070 CROSSROADS GRASSROOTS POLIC 08041_2 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Form 990(2010) POLICY EGIES 27 ?275 3 378 Page? art I Comtensation of Officers, Directors, Trustees, Key Employees, ghest Compensated Empl yees, and Independent Contractors Check if Schedule 0 contains a response to any question in this Part VII .. Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employ: DES 1a Complete this tab 0 List all of the Enter -0- in columns (D), (E), and (F) if no compensation was paid. 0 List all of the 0 List the organi: compensation (Box 5 0 List all of the le for all persons required to be listed. Repon compensation for the calendar year ending organization?s current officers. directors, thstees (whether individuals or organi: th or within the organization's tax year. :ations), regardless of amount of compensation. organization's current key employees, if any. See instructions for definition of reportable compen ation from the organization and any related organizations. 0 List all of the organization's former directors or trustees that received, in the capacity as a rmer director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations List persons in the ollowing order: individual trustees or directors; institutional trustees: officers; ke employees; highest compensated employees; and former such rsons. I: Check this if neither the organization nor any related organization compensated any curr nt officer. director. or trustee. employee." ation's five current highest compensated employees (other than an officer, director, truste or key employee) who received reportable of Form W-2 and/or Box 7 of Form of more than $100,000 from the organizati and any related organizations. organization?s former officers, key employees, and highest compensated emplo ees who received more than $100,000 and Title Average Position Repo able Reportable Estimated hours per (check all that apply) comps sation compensation amount of week 3; fro from related other (describe th organizations compensation hours for organi ation from the related a B-MISC) organization organizations 3 .g a: and related in Schedule 2% organizations 0) :3 55 .2 STEVEN LAW PRESIDENT 29.00 187,500. 300,000. 0. HEATHER WILSON DIRECTOR (THRU 2/23/11) 1.00 0. 0. 0. SALLY VASTOLA SECRETARY . WOLF DIRECTOR 1.00 0. 0. 0. BOBBY BURCHFIELD DIRECTOR 1.00 0. 0. 0. MARGEE CLANCY TREASURER 20.00 0. 0. 0. i 2 032007 12-21-10 Form 990 (2010) 7 21150412 796 448 08041 2010 . 05070 CROSSROADS GRASSROOTS POLIC 08041?2 This document was obtained and uploaded by the Center for Resp onsive Politics (OpenSecrets.org) CROSSROADS GRASSROOTS POLICY STRATEGIES 27?2753378 Paws [Part will Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) (Bl (D) (E) (F) Name and title AVerage POSition Reportable Reportable Estimated PW hours Per (CheCk 3" that apply) compo "lsation compensation amount of week from related other (describe tr organizations compensation hours for 3 organ zation from the Valath a 9-MISC) organization organizations g- 5? and related in SChedU'e organizations O) .3. a? 1b .. 187,500. 300,000. 0. Total from sheets to Part VII, Section Total(addlies1band1c) .. 181.500. 300.000- 0. 2 Total numbeL of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the gganization Yes No 3 Did the organization list any former officer, director or trustee. key employee, or highest com nsated employee on line 1a? If "Yes, complete SchedU/e for .. 3 4 For any indiv dual listed on line 1a. is the sum of reportable compensation and other compens tion from the organization and related organizations greater than $150,000? If "Yes," complete Schedule for such indiv dual 4 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete SChedU?e for Person .. 5 Section B. Indept :ndent Contractors 1 Complete thi the organiza ion. table for your five highest compensated independent contractors that received more than $100,000 of compensation from (A) Name and business address Dose ription of services (C) Compensation CROSSROADS MEDIA LLC 6 6 CANAL CENTER PLAZA, STE 555, ALEXANDRIA, VA 22314 EDIA SERVICES . 18,334,442. ARENA COMMUNICATIONS . . . ARENA COMMUNICATIONS . . . SALT LAKE CITY, UT MEDIA SERVICES 952 311 . OLSEN 8: SHUVALOV 16 0 9 SHOAL CREEK BLVD . STE 203, AUSTIN, TX 78701 MAIL SERVICES 605,715. CONNECTION STRATEGY LLC PHONE LIST PO BOX 2192, ARLINGTON VA 22202 SERVICES 320,244. HOLTZMAN VOGEL PLLC 4 5 NORTH HILL DRIVE STE. 100, WARRENTON, VA 21086 LEGAL SERVICES 251,892. 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization Form 990 (2010) 032008 12-21-10 21150412 796 448 08041 2010.05070 CROSSROADS 8 ERASSROOTS POLIC 08041?2 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Form 990 (201 o) CROSSROADS GRAS SROOTS POL ICY STRATEGIES Page 9 Part Vm tement of Revenue (A) (B) (C) (D) Total revenue Related or. Unrelated KW exempt function busmess ta); under I revenue revenue 512. 513, or 514 ?g 1 a Feds ed campaigns .. 1a as Memb rship dues .. 1b :55, 0 iSinQ .. 10 %5 Relate i organizations 1d Goverr ment grants (contributions) 1e .32 Allothe contributions, gifts, grants, and 53% similaramounis not included above 1f 48,404,791. Noncash contributions included n lines 1a-1f: 0" .. 48,404,791. Business Code 2 a 1? All oth rprogram service revenue LTotaledd lines Za-Zf .. 3 Investment income (including dividends, interest, and other similar amounts) .. 4 Income from investment of tax-exempt bond proceeds 5 Royalties .. Real (ii) Personal 6 a Gross Flents .. Less: rental expenses Rental income or (loss) Net rental income or (loss) .. 7 a Gross mount from sales of Securities (ii) Other assets ther than inventory Less: st or other basis Net gai or (loss) .. q; 8 a Gross i come from fundraising events (not includin of contrib tions reported on line 1c). See a Part IV. ine 18 .. a di ect expenses .. Net inc me or (loss) from fundraising events .. 9 a Gross i come from gaming activities. See Part IV. ine 19 .. a Less: di ect expenses 0 Net inc me or (loss) from gaming activities .. 10 a Gross sales of inventory, less returns and alio wancos .. a Less: cc st of goods sold .. Net incc me or (loss) from sales of inventory .. Miscellaneous Revenue Business Code 11 a All other revenue .. Total. Add lines 11a-11d 12 Total revenue.See instructions. .. 48.404.791@3150 9 Form 990 (2010) 21150412 796448 08041 2010 . 05070 CROSSROADS GRASSROOTS POLIC 08041?2 This documer was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Form 990 (2010) CROSSROADS GRASSROOTS POLICY 27-2753378 Page 10 Part IX Stat ment of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D). Do not include a cunts re orted on lines 6b, (A) (B) . D), vb. an. en. 13?? of can inn. Possess? generates: False? 1 Grants and 0t er assistance to governments and organizations i the US. See Part IV, line2Grants and her assistance to individuals in the US. See Part lV. line 22 .. 3 Grants and her assistance to governments, organization and individuals outside the US. See Part lV. Ines 15 and 16 .. 4 Benefits pal to or for members 5 Compensati of current of?cers, directors, trusteesan keyemployees .. 325:250- 145:812- 117.450- 61.988- 6 Compensation not included above, to disqualified persons (as de ined under section 4958(f)(1)) and persons described in section 7 Othersalariesandwages .. 210:420- 77:333- 95.550- 35.887- 8 Pension plan contributions (include section 401(k) and section 403(0) employer contributions) 9 Other employ 99 benefits .. 10 Payrolltaxes .. 33-551- 10752 - 22.935- 11 Fees for serv ces (non-employees): a Management .. Legal .. 351:392- 115.952- 245.940- Accounting. 55.078- 56,078. Lobbying .. Professional fundraising services. See Part IV, line investment n?anagement fees 9 Other .. 343:318- 253.05 - 30.252- 12 Advertising and promotion .. 13 .. 5:931- 1 - 1.943- 4.972- 14 .. 82:099- 74,153. 199- 7.747- 15 Royalties .. 16 Occupancy . .. 17 Travel .. 18:777. 338- 18.439- 18 Payments of ravel or entertainment expenses for any federa l. state, or local public officials 19 Conferences, conventions, and meetings Interest .. 21 Payments to affiliates .. 22 Depreciation, depletion, and amortization Insurance .. 35.599- 35.599. 24 Other expenses. ltemize expenses not covered above. (List miscellaneous expenses in line 24f. lf line 24f amount exceeds 10% of line 25, column (A) amount, list lint 24f expenses on Schedule 0.) a POLITICAL DIRECT 15,465,017. 15,465,017. GRASSROOTS ISSUE ADVOCA 8,202,432. 8,202,432. SURVEY FILE MAINTENAN 741,590. 741,590. PRINTING PROD SURPLUS 188,825. 188,825. DONOR CORRESPONDENCE 15 486 . 15 486 Allotherexp nses 19.657. 6,320. 2,928. 10,409. 25 42,344,884. 25,500,372. 16,315,251. 529,261. 26 Joint costs. Ch ck here if following SOP . 98-2 (A80 958 720). Complete this line only if the 7 organization re orted in column (B) joint costs from a 032010 12-21-10 Form 990 (2010) 21150412 796 48 08041 10 2010. 05070 CROSSROADS ERASSROOTS POLIC 08041?2 This docume twas obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) memmemm CROSSROADS GRASSROOTS POLICY STRATEGIES 27?2753378 ewetl Part XJ Bal nce Sheet M) (m eginning of year End of year ?0 1 Cash - non-interest-bearing .. Savings and temporary cash investments .. Pledges and grants receivable. net .. 3 4 Accounts receivableRece vables from current and former officers, directors, trustees, key employees. and highest compensated employees. Complete Part ll ofSchedubl- 5 6 Receivables from other disqualified persons (as defined under section 4958(f)(1)). persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary bene?ciary organizations (see instructions) 6 in? 7 Notes and loans receivable. net .. 7 2 8 Inven cries for sale or use .. 8 9 Prepaid expenses and deferred charges .. 10a Land. buildings, and equipment: cost or other basis. Complete Part VI of Schedule 103 2 8 9 4 . Less: ccumulated depreciation 10b Investments - publicly traded securities .. 11 12 investments - other securities. See Part IV, line 11 12 13 Investments - program-related. See Part IV, line 11 13 14 Intangible assets .. 14 15 Other assets. See Part IV. line 11 .. 15 16 Total assets. Add lines 1 through 15 (must equal line 34ACCOL payable and accrued expenses .. Graf?ti payable .. 18 19 Deferred revenue .. 19 20 Tax-exempt bond liabilities .. 20 3 21 Escrow or custodial account liability. Complete Part IV of Schedule 21 22 Payables to current and former officers, directors, trustees, key employees, :3 highest compensated employees, and disqualified persons. Complete Part II of So dule .. 22 23 Secur mortgages and notes payable to unrelated third parties 23 24 Unse red notes and loans payable to unrelated third parties 24 25 Other labilities. Complete Part of Schedule 25 26 Total liabilities. Add lines 17 throMS .. Organizations that follow SFAS 117, check here LXJ and complete 3 lines 2 7 through 29, and lines 33 and 34. 27 Unres?ricted net assets .. raiily lestiiCted net 355915 .. 28 29 Perm ently restricted net assets .. 29 If Orga zations that do not follow SFAS 117, check here 1:1 and '6 compl te lines 30 through 34. *3 30 Capita stock or trust principal. or current funds .. 30 31 Paid-in or capital surplus, or land, building, or equipment fund 31 32 Retained earnings, endowment, accumulated income, or other funds 32 33 Total net assets or fund balances .. Total Ii bilities and net assets/fund balances .. Form 990 (2010) 032011 12-21-10 21150412 796448 08041 This document was obtained and uploaded by the Center for Resp 11 2010 . 05070 CROSSROADS SRASSROOTS POLIC 08041?2 onsive Politics (OpenSecrets.org) Form 990 (2010) CROSSROADS GRAS SROOTS POLICY STRATEGIES Page 12 Part XI Reconciliation of Net Assets Check if Schedule 0 contains a response to any question in this Part XI .. 1: 1 Total revcn (must equal Part column (A). line 12791- 2 Total expen es (must equal Part IX. column (A). line 2588T- 3 Revenue le expenses. Subtract line 2 from linel .. Net assets or fund balances at beginning of year (must equal Part X, line 33, column 4 0 . 5 Other chan in net assets or fund balances (explain in Schedule 0) 5 0 . 6 Net assets :?md balances at end of year. Combine lines 3. 4, and 5 (must equal Part X, line 33, column Part Xll Finafcial Statements and Reporting Chec if Schedule 0 contains a response to any question in this Part .. Yes No 1 Accounting nethod used to prepare the Form 990: :1 Cash Accrual I: Other If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule 0. 2a Were the organization's ?nancial statements compiled or reviewed by an independent accou tant? 2a Were the or anization's financial statements audited by an independent accountant? 2b If "Yes" to li 9 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or mpilation of its financial statements and selection of an independent accountant? 2c If the organi ation changed either its oversight process or selection process during the tax ar, explain in Schedule 0. if "Yes" to Ii 9 2a or 2b, check a box below to indicate whether the financial statements fort year were issued on a se arate be is. consolidated basis, or both: Separate basis '3 Consolidated basis Both consolidated and separate be sis 33 As a result 0 a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular .. 3a If "Yes," did lhe organization undergo the required audit or audits? If the organization did not undergo the required audit or audits. ex )lainm in Schedule 0 and describe any steps taken to undergg such audits. 3b Form 990 (2010) 032012 12-21-10 12 21150412 796448 08041 2010.05070 CROSSROADS GRASSROOTS POLIC 08041?2 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Vii" Schedule (Form 990, 990-52, or 990-PF) Department of the Trees er Internal Revenue Service PUBLIC DI SCLOSURE COPY Schedule of Contributors Attach to Form 990, 990-EZ, or 990-PF. OMB No. 1545-0047 2010 Name of the organization CROSSROADS GRASSROOTS POLICY STRATEGI Employer identi?cation number 27?2753378 Organization type (check one): Filers of: Form 990 or 990-E Form 990-PF Section: 501(c)( 4 )(enter number) organization 527 political organization 501(c)(3) exempt private foundation 501(c)(3) taxable private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundJation 4947(a)(1) nonexempt charitable trust not treated as a private fc undation Check if your orga Note. Only a secti General Rule ization is covered by the General Rule or a Special Rule. 501(c)(7), (8), or (10) organization can check boxes for both the General Rule +d a Special Rule. See instructions. For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, 0 or more (in money or property) from any one contributor. Complete Parts I and IL Special Rules El For a seciion 501(c)(3) 509(a)(1) organization filing Form 990 or 990-EZ that met the 33 113% support test of the regulations under sections nd and received from any one contributor, during the year, a cortribution of the greater of (1) $5,000 or (2) 2% of the amount on Form 990, Part line 1h or (ii) Form QQO-EZ, line 1. Complete Parts I nd ll. For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received fro any one contributor, during the year, aggregate contributions of more than $1,000 for use exclusively for religious, charitable, so the prevention of cruelty to children or animals. Complete Parts I, II, and For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received frorr contributi ans for use exclusively for religious, charitable, etc., purposes, but these contribu If this box is checked, enter here the total contributions that were received during the year purpose. Do not complete any of the parts unless the General Rule applies to this organiz religious, charitable, etc., contributions of $5,000 or more during the year. Caution. An organization that is not covered by the General Rule and/or the Special Rules does not but it must answer that it does not meet the filing requirements of Schedule (Form 990, QQO-EZ, or 990-PF). ntific, literary, or educational purposes, or any one contributor, during the year, ions did not aggregate to more than $1,000. for an exclusively religious, charitable, etc.. tion because it received nonexclusiver file Schedule 8 (Form 990, QQO-EZ, or 990-PF), "No" on Part IV, line 2 of its Form 990, or check the box on line of its Form 99C-EZ, or on line 2 of its Form 990-PF, to certify LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or Sohedule (Form 990, 990-EZ, or 990-PF) (2010) 023451 12-23-10 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Schedule (Form 990. 9 BO-EZ, or QED-PF) (2010) Page 1 of ofPartl Name at organization GRASSROOTS POLICY STRATEGIES Employer identification number 27?2753378 I Part I Contributors (see instructions) (a No. Name, address, and ZIP 4 Aggregate contributions (G) Type of contribution 1 Person Payroll El 500,000. Noncash (Complete Part II if there is a nOncash contribution.) (a Name, address, and ZIP 4 Aggregate contributions (6) Type of contribution 1 Person Payroll l:l 0,100,000. Noncash (Complete Part II if there is a noncash contribution.) Name, address, and ZIP 4 Aggr gate contributions (6) Type of contribution Person Payroll I: 5,000,000. Noncash (Complete Part II if there is a noncash contribution.) (a No. (bl Name, address, and ZIP 4 Aggregate contributions (6) Type of contribution Person Payroll 4,500,000. Noncash (Complete Part II if there is a noncash contribution.) (a No. (D) Name, address, and ZIP 4 Aggre (0) ate contributions Type of contribution Person Payroll CI 2,984,000. Noncash I: (Complete Part if there is a noncash contribution.) (a No. (bl Name, address, and ZIP 4 Aggre (C) gate contributions Type of contribution Person le Payroll I:l 2,750,000. Noncash (Complete Part II if there is a noncash contribution.) 023452 12-23- 10 21150412 796 448 08041 This document was obtained and uploaded by the Center for Resp 14 Schedule (Form 590, 990-EZ, or 990-PF) (2010) 2010.05070 CROSSROADS GRASSROOTS POLIC 08041?2 bnsive Politics (OpenSecrets.org) Schedule (Form 990, JQO-EZ. or 990-PF) (2010) Page 2 of oiF'artl Name of organizatidn GRASSROOTS POLICY STRATEGIES Employer identi?cation number 27?2753378 i Part I Contributors (see instructions) b) No. (M Name, address, and ZIP 4 (d Aggr agate contributions to Type of contribution 7 2,016,000. Person LEI Payroll Noncash El (Complete Part II it there is a noncash contribution.) (a No. (M Name, address, and ZIP 4 Aggregate contributions to Type of contribution 1,950,000. Person Payroll CI Noncash (Complete Part ii if there is a noncash contribution.) (a No. (M Name, address, and ZIP 4 (m Aggre gate contributions Type of contribution 1,500,000. Person Payroll I: Noncash (Complete Part II if there is a noncash contribution.) id No. (M Name, address, and ZIP 4 (m Aggr ate contributions Type of contribution 10 1,250,000. Person Payroll Noncash (Complete Part II if there is a noncash contribution.) (a (M Name, address, and ZIP 4 (d Aggre gate contributions to Type of contribution 11 1,000,000. Person Payroll Noncash (Complete Part II if there is a noncash contribution.) (d No. in Name, address, and ZIP 4 (d Aggregate contributions in Type of contribution 12 1,000,000. Person Payroll Noncash (Complete Part if there is a noncash contribution.) 023452 12-23-10 21150412 796? 448 08041 This documer 15 2010.05070 CROSSROADS Schedule (Form 590, 990-52, or 990-PF) (2010) ERASSROOTS POLIC 08041__2 twas obtained and uploaded by the Center for Politics (OpenSecrets.org) Schedule (Form 990, or 990-PF) (2010) Page 3 01 ll ofPartl Name at organizatitln CROSSROAD GRASSROOTS POLICY STRATEGIES Employer identification number 27?2753378 ?Panl Co ributors (see instructions) No. (bl Name, address, and ZIP 4 (cl Aggregate contributions Type of contribution 13 1,000,000. Person Payroll El Noncash (Complete Part II if there is a noncash contribution.) No. (bl Name, address, and ZIP 4 (cl Aggregate contributions Type of contribution 14 1,000,000. Person le Payroll Noncash l:l (Complete Part II if there is a nOncash contribution.) No. 03) Name, address, and ZIP 4 Aggr gate contributions Type of contribution 15 1,000,000. Person l1] Payroll l:l Noncash El (Complete Part II if there is a noncash contribution.) No. (bl Name, address, and ZIP 4 (cl Aggr ate contributions Type of contribution 16 1,000,000. Person l3] Payroll l:l Noncash l:l (Complete Part ll if there is a noncash contribution.) No. (bl Name, address, and ZIP 4 Aggre gate contributions Type of contribution 1'7 a; 600,000. Person Kl Payroll l:l Noncash I: (Complete Part ii if there is a noncash contribution.) No. (bl Name, address, and ZIP 4 (0) Aggregate contributions (dl Type of contribution 18 500,000. Person Payroll Noncash (Complete Part II if there is a noncash contribution.) 023452 12-23-10 21150412 796448 08041 This documer 16 2010 . 05070 CROSSROADS Schedule a (Form 090, 090-52, 0r 990-PF) (2010) POLIC 0 8 0 4 It was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) ScheduleB(Form 990. 390-52, or 990-PF) (2010) Page 4 of 11 orpanl Name oi organizati an Employer identification number CROSSROADS GRASSROOTS POLICY STRATEGIES Part I Contributors (see instructions) (C) No. Name, address, and ZIP 4 A99 egate contributions Type of contribution 1 9 Person IX) Payroll a; 500,000. Noncash (Complete Part II if there is a noncash contribution.) (bi (C) No. Name, address. and ZIP 4 Aggregate contributions Type of contribution 2 0 Person Payroll I: 500,000. Noncash (Complete Part II if there is a noncash contribution.) (3) lb) (0) No. Name, address, and ZIP 4 Aggregate contributions Type of contribution 2 1 Person Payroll E) 450,000. Noncash 7 (Complete Part II if there is a noncash contribution.) (bi No. Name, address. and ZIP 4 Aggregate contributions Type of contribution 2 2 Person Payroll E) 300,000. Noncash (Complete Part if there is a noncash contribution.) (3) lb) (0) Id) No. Name, address, and ZIP 4 Aggr gate contributions Type of contribution 2 3 Person IX) Payroll 300,000. Noncash (Complete Part if there is a noncash contribution.) la) (bl (G) No. Name, address. and ZIP 4 Aggregate contributions Type of contribution 2 4 Person Payroll El 250,000. Noncash (Complete Part II if there is a noncash contribution.) 023452 12-23-10 Schedule (Form E90, 990-EZ, or 990-PF) (2010) 1 7 21150412 796 448 08041 2010 . 05070 CROSSROADS GRASSROOTS POLIC 08041?2 This documert was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Schedule B(Form 990.59%; or 990APF) (2010) Page 5 of of Partl Name of organization Employer identification number CROSSROADS GRASSROOTS POLICY STRATEGIES Part I Contributors (see instructions) lb) (0) No. Name, address, and ZIP 4 Aggregate contributions Type of contribution 2 5 Person Payroll 250,000. Noncash (Complete Part II if there is a noncash contribution.) (hi to) No. Name, address, and ZIP 4 Aggregate contributions Type of contribution 2 6 Person Payroll I: 200,000. Noncash [3 (Complete Part II if there is a noncash contribution.) (bi No. Name, address, and ZIP 4 Aggr agate contributions Type of contribution 2 7 Person Payroll 200,000. Noncash 3 (Complete Part II if there is a noncash contribution.) No. Name, address, and ZIP 4 Aggregate contributions Type of contribution 2 8 Person IE Payroll 150,000. Noncash El (Complete Part II if there is a noncash contribution.) No. Name, address, and ZIP 4 Aggregate contributions Type of contribution 2 9 Person Payroll 150,000. Noncash CI (Complete Part II if there is a noncash contribution.) (0) id) No. Name, address, and ZIP 4 Aggregate contributions Type of contribution 3 0 Person Payroll :5 150,000. Noncash CI (Complete Part II if there is a noncash contribution.) 023452 12-23-10 Schedule (Form 990, 990-EZ, or 990-PF) (2010) 1 8 21150412 796 448 08041 2010 . 05070 CROSSROADS GRASSROOTS POLIC 08041_2 This document was obtained and uploaded by the Center for Resp onsive Politics (OpenSecrets.org) Schedule (Form 990, QBO-EZ. or 990-PF) (2010) Page 6 of 11 otPartl Name of organization CROSSROADS GRASSROOTS POLICY STRATEGIES Employer identification number 27?2753378 Part I Contributors (see instructions) No. ID) Name, address, and ZIP 4 lo) Aggr agate contributions Type of contribution 31 150,000. Person Payroll (j Noncash (Complete Part ii if there is a noncash contribution.) No. (bl Name, address, and ZIP 4 Aggregate contributions Type of contribution 32 150,000. Person IX. Payroll Noncash El (Complete Part ii if there is a noncash contribution.) la) No. Name, address, and ZIP 4 (0) Aggregate contributions Type of contribution 33 100,000. Person KI Payroll Noncash [3 (Complete Part ii if there is a noncash contribution.) (bi Name, address, and ZIP 4 (cl Aggregate contributions Type of contribution 34 100,000. Person Payroll CI Noncash (Complete Part II if there is a noncash contribution.) No. Name, address, and ZIP 4 Aggr gate contributions Type of contribution 35 75,000. Person (XI Payroll CI Noncash (Complete Part if there is a noncash contribution.) No. (bl Name, address, and ZIP 4 (C) Aggr ate contributions Type of contribution 36 55,000. Person Payroll Noncash [3 (Complete Part ii if there is a noncash contribution.) 023452 12-23- 10 21150412 796 448 08041 This documer 19 It was obtained and uploaded by the Center for Resp Schedule (Form E90. 990-EZ, or 990-PF) (2010) 2010.05070 CROSSROADS GRASSROOTS POLIC 08041__2 bnsive Politics (OpenSecrets.org) ScheduleB (Form 990. 930-52. or sen-PF) (2010) Page 7 ol 1 or Part) Name at organlzation Employer identification number CROSSROAD 3 GRAS SROOTS POLICY STRATEGIES Part I Contributors (see instructions) No. Name, address, and ZIP 4 Aggregate contributions Type of contribution 3 7 Person [Xi Payroll 50,000. Noncash (Complete Part II if there is a noncash contribution.) No. Name, address, and ZIP 4 Aggro gate contributions Type of contribution 3 8 Person Payroll 50,000. Noncash (Complete Part II if there is a noncash contribution.) No. Name, address, and ZIP 4 Aggr gate contributions Type of contribution 3 9 Person Payroll 50,000. Noncash I: (Complete Part if there is a noncash contribution.) lb) (0) (dl No. Name, address, and ZIP 4 Aggr gate contributions Type of contribution 4 0 Person Payroll El 5; 50,000. Noncash (Complete Part II if there is a noncash contribution.) No. Name, address, and ZIP 4 Aggr ate contributions Type of contribution 4 1 Person Payroll 45,000. Noncash (Cemplete Part II if there is a noncash contribution.) lb) (0) (dl No. Name, address, and ZIP 4 Aggr ate contributions Type of contribution 4 2 Person (XI Payroll - 30,000. Noncash (Complete Part II if there is a noncash contribution.) 023452 12-23-10 Schedule (Form 2 0 21150412 796448 08041 2010 . 05070 CROSSROADS GRASSROOTS POLIC 08041_2 Th is ocu mel it was obtained and uploaded by the Center for Resp onsive Politics (OpenSecrets.org) Schedule (Form 990. 0-EZ. or BBC-PF) (2010) 8 of 11 ofPartl Page Name 01 organizatl .5 CROSSROASL GRASSROOTS POLICY STRATEGIES Employer identification number 27-2753378 Panl Corttributors (see instructions) la No. (M Name, address, and ZIP 4 Aggr (n agate contributions to Type of contribution 43 25,000. DE [3 (Complete Part ll if there is a noncash contribution.) Person Payroll Noncash (M Name, address, and ZIP 4 Agng (6 agate contributions Type of contribution 44 25,000. Cl C1 (Complete Part if there is a noncash contribution.) Person Payroll Noncash (d No. (M Name, address, and ZIP 4 (d Aggregate contributions in Type of contribution 45 25,000. DE [3 C3 (Complete Part II it there is a noncash contribution.) Person Payroll Noncash (a No. (M Name, address, and 4 Aggre gate contributions (m Type of contribution 46 25,000. DE [3 E3 (Complete Part II if there is a noncash contribution.) Person Payroll Noncash No. (M Name, address. and ZIP 4 Aggr gate contributions in Type of contribution 47 25,000. GE [3 (Complete Part II if there is a noncash contribution.) Person Payroll Noncash (a No. (M Name, address, and ZIP 4 Aggr (d ate contributions Type of contribution 48 25,000. Person KI Payroll Noncash (Complete Part if there is a noncash contribution.) 023452 12-23? 10 21150412 79 This document was obtained and uploaded by the Center for Resp 6448 08041 21 2010.05070 CROSSROADS Schedule 8 (Form 990, 990-52, or Silo-PF) (2010) ERASSROOTS POLIC 08041__2 onsive Politics (OpenSecrets.org) Schedule (Form 990, or QQO-PF) (2010) Page 9 of oiPartl Name at organizatir CROSSROADS GRASSROOTS POLICY STRATEGIES Employer identification number 27?2753378 Part I Contributors (see instructions) (a No. (bl Name, address, and ZIP 4 (Cl Aggr gate contributions Type of contribution 49 25,000. Person [El Payroll Noncash (Complete Part if there is a noncash contribution.) No. Name. address and ZIP 4 (d Aggregate contributions Type of contribution 50 25,000. Person El Payroll I:l Noncash [3 (Complete Part II if there is a noncash contribution.) No. lb) Name, address, and ZIP 4 (cl Aggregate contributions Type of contribution 51 a; 12,500. Person [Kl Payroll Noncash (Complete Part if there is a noncash contribution.) No. (bl Name, address, and ZIP 4 Aggr gate contributions Type of contribution 52 12,500. Person Payroll l: Noncash (Complete Part II if there is a noncash contribution.) No. (bl Name, address, and ZIP 4 Agnggate contributions Type of contribution 53 10,000. Person IE Payroll Noncash CI (Complete Part if there is a noncash contribution.) Name, address, and ZIP 4 (0) Aggregate contributions Type of contribution 54 10,000. Person Payroll Cl Noncash (Complete Part if there is a noncash contribution.) 023452 12-23-10 21150412 796448 08041 This documer 22 2010 . 05070 CROSSROADS Schedule (Form 90, 990-52. or 990-PF) (2010) EIRASSROOTS POLIC 0 8 0 4 1_2 it was obtained and uploaded by the Center for Politics (OpenSecrets.org) ScheduleB(Form 990, 990-52. or ago-PF) (2010) Page 10 or 11 otPartI Name at organlzati an Employer identification number CROSSROADS GRASSROOTS POLICY STRATEGIES Part I Contributors (see instructions) lb) (0) No, Name, address, and ZIP 4 A99 gate contributions Type of contribution 5 5 Person Payroll 5 10,000. Noncash (Complete Part II if there is a noncash contribution.) (0) No. Name, address, and ZIP 4 Aggr agate contributions Type of contribution 5 6 Person Payroll 9 900 . Noncash [3 (Complete Part II if there is a noncash contribution.) (3) lb) (cl No. Name, address, and ZIP 4 Aggregate contributions Type of contribution 5 7 Person Payroll 9 9 00 . Noncash 7 (Complete Part II if there is a noncash contribution.) No. Name, address, and ZIP 4 Aggre gate contributions Type of contribution 5 8 Person Payroll 5 0 00 . Noncash (Complete Part if there is a noncash contribution.) (bi (C) No. Name, address, and ZIP 4 Aggr ate contributions Type of contribution 5 9 Person Payroll C) 5 000 . Noncash I: (Complete Part ll if there is a noncash contribution.) (bi (G) No. Name, address, and ZIP 4 Aggregate contributions Type of contribution 6 0 Person Payroll :1 5 000 . Noncash (Complete Part if there is a noncash contribution.) 023452 12-23-10 Schedule (Form 90, 990-EZ, or 990-PF) (2010) 2 3 21150412 796448 08041 2010 . 05070 CROSSROADS GRASSROOTS POLIC 08041?2 This documert was obtained and uploaded by the Center for Politics (OpenSecrets.org) Schedule 8 (Form 990, QQO-EZ. or QQO-PF) (2010) Page 11 at 11 oiPartI Name at organizatiun CROSSROADS POLICY STRATEGIES Employer identification number 27-2753378 - Part I Cor(tributors (see instructions) (a No. (bl Name, address, and ZIP 4 Aggregate contributions Type of contribution 61 5,000. Person Payroll I: Noncash )3 (Complete Part II if there is a noncash contribution.) (8) No. (bl Name, address, and ZIP 4 (0) Aggregate contributions Type of contribution 62 5,000. Person Payroll C) Noncash (2 (Complete Part if there is a noncash contribution.) (a No. Name, address. and ZIP 4 Id Aggregate contributions Type of contribution 63 4,000,000. Person El Payroll Noncash CI (Complete Part II if there is a noncash contribution.) (a No. Name, address, and ZIP 4 (cl Aggr gate contributions Type of contribution 64 55,000. Person IX) Payroll El Noncash :1 (Complete Part II it there is a noncash contribution.) No. (bl Name, address, and ZIP 4 Aggr (6) ate contributions (dl Type of contribution Person El Payroll E) Noncash (Complete Part II if there is a noncash contribution.) (a No. (bl Name, address, and ZIP 4 Aggre (d gate contributions Type of contribution Person El Payroll E) Noncash (Complete Part II if there is a noncash contribution.) 023452 12-23-10 21150412 796 448 08041 This documer 24 it was obtained and uploaded by the Center for Resp 2010 . 05070 CROSSROADS Schedule (Form 590, 990-EZ, or BSD-PF) (2010) POLIC 0 8 0 4 1__2 onsive Politics (OpenSecrets.org) Schedule a (Form 990. 9 ao-ez, or BSD-PF) (2010) a, 0, Pan Name of organization Employer Identi?cation number CROSSROADSI GRASSROOTS POLICY STRATEGIES Part II Noncash Property (see instructions) (0) . FMV (or estimate) Description of noncash property given (5 3e instructions) ate received FMV (or estimate) i Description of noncash property given (see instructions? ate rece ved No' FIV (or estimate) . from Description of noncash property given . . Date received Part I (56 Instructions) (C) No. . Description of noncash property given Date received (C) No' 03? FMV (or estimate) . from Description of noncash property given . . Date received Part I (see Instructions) (8) (C) No. . :33 Description of noncash property given Date received 023453 12-23-10 Schedule (Form E90, 990-EZ, or 990-PF) (2010) 2 5 21150412 796 448 08041 2010 . 05070 CROSSROADS GRASSROOTS POLIC 08041_2 This document was obtained and uploaded by the Center for Resp onsive Politics (OpenSecrets.org) Schedule a (Form 990. 9 o-ez. or QQO-PF) (2010) Page of of Part ill Name of organizatidh Employer identification number CROSSROADS GRASSROOTS POLICY STRATEGIES 27?2753378 Part Exclusively religious, charitable, etc.l indwidual contributions to section 501(c)(7), (8), or (10) organizations aggregating more than $1,000 for the year. Complete columns through and the following line entry. For organizations completing Part enter the total of exclusively religious. charitable. etc.. contributions of $1,000 or less for the year. (Enter this information once. See instructions.) W) No. 3313 Purpose of gift Use of gift Description of how gift is held a Transfer of gift Transferee?s name, address, and ZIP 4 Relationship of transferor to transferee No. 33% Purpose of gift Use of gift Description of how gift is held Transfer of gift Transferee's name. address, and ZIP 4 Rel ionship of transferor to transferee No. If;ng Purpose of gift (0) Use of gift Description of how gift is held Transfer of gift Transferee?s name, address, and ZIP 4 Relationship of transferor to transferee No. Purpose of gift Use of gift Description of how gift is held Transfer of gift Transferee's name, address, and ZIP 4 Relationship of transferor to transferee 2' 023454 12.2340 Schedule (Form 990, 990-EZ, or 990-PF) (2010) 2 6 21150412 796448 08041 2010 . 05070 CROSSROADS GRASSROOTS POLIC 08041_2 This documeht was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) 21150412 7961448 08041 SCHEDULE CL Department of the Trees (Form 990 or QQT-EZ) {or Internal Revenue Servlc i Political Campaign and Lobbying For Organizations Exempt From Income Tax Under section 501 Complete if the organization is described below. Attach to F1 See separate instructions. 3 Activities OMB No. 1545-0047 and section 527 1 0 990 or Form 990-EZ. Open to Public Inspection If the organizatio answered "Yes," to Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then 0 Section 501(0) 3) organizations: Complete Parts IA and B. Do not complete Part l-C. 0 Section 501(0) (other than section 501(c)(3)) organizations: Complete Parts l-A and below. Dc 0 Section 527 anizations: Complete Part l-A only. If the organizatio answered "Yes," to Form 990, Part IV. line 4, or Form 990-EZ, Part VI, line 4 0 Section 501(0) 3) organizations that have filed Form 5768 (election under section 501(h)): Compl 0 Section 501(c) 3) organizations that have NOT ?led Form 5768 (election under section 501(h)): If the organizatio 0 Section 501(c) 4), (5), or (6) organizations: Complete Part not complete Part l-B. 7 (Lobbying Activities), then ete Part ll-A. Do not complete Part 30mplete Part Do not complete Part answered "Yes," to Form 990, Part IV, line 5 (Proxy Tax), or Form 990-EZ, Part V, line 35a (Proxy Tax), then Name of organizat CROSSROADS GRASSROOTS POLICY STRATEGI IES Employer identi?cation number 27?2753378 Part mplete if the organization is exempt under section 501(c) or a section 527 organization. 1 Provide a description of the organization?s direct and indirect political campaign activities in Pa 1 rt IV. 2 Political expetditures .. Volunteer .. .. .. .. Yes LEnter the amc unt directly expended by the filing organization for section 527 exempt function activities Enter the amc unt of the filing organization?s funds contributed to other organizations for section 527 exempt function activities .. 3 Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, linewb 15,890,005. 4 Did the filing organization file Form 1120-P0L for this yearEnter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization made paymer contributions political actior ts. For each organization listed, enter the amount paid from the filing organizatio. 1 committee (PAC). If additional space is needed, provide information in Part IV. n?s funds. Also enter the amount of political received that were and directly delivered to a separate political organization, such as a separate segregated fund or a Name Address fu (Id) Amount paid from Amount of political contributions received and and directly delivered to a separate political organization. If none. enter -0-. filing organization's nds. If none, enter -0-. I For Paperwork He LHA 032041 0243241 duction Act Notice, see the Instructions for Form 990 or QQO-EZ. 27 2010 . 05070 CROSSROADS Schedule (Form 990 or QQO-EZ) 2010 GRASSROOTS POLIC 08041__'2 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) (150% of line 2a, column(e)) Schedule (Form 990 or 990-52) 2010 CROSSROADS GRAS SROOTS POLICY STRATEGI Page 2 i mplete if the organization is exempt under section 501(c)(3) nd ?led Form 5768 (el ction under section 501 Check if the filing organization belongs to an affiliated group. Check if the filing organization checked boxA and "limited control" provisions apply. Limits on Lobbying Expenditures .Filirfg . Af?liated group (The term "expenditures" means amounts paid or incurred.) tom's 1 a Total lobbying expenditures to influence public opinion (grass roots lobbying) Total lobbyir 9 expenditures to influence a legislative body (direct lobbying) Total lobbyir 9 expenditures (add lines 1a and 1b) .. Other exempt purpose expenditures .. Total exempt purpose expenditures (add lines to and 1d) .. Lobbying nontaxable amount. Enter the amount from the follow?gtable in both columns. lithe amount on line 19, column or Is: The lobbying nontaxable amount is: Not over 0,000 20% of the amount on line 19. Over $500.0 30 but not over $1,000,000 $100,000 plus 15% of the excess over $500,300. Over $1,000 000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,003,000. Over $1,500 000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500 000. Over $17,003,000 $1,000,000. 9 Grassroots nontaxable amount (anter 25% of line 1f) .. Subtract line 19 from line 18- If Zero or less. enter -0- .. i Subtract Iin 1f from line 10- if zero or less. enter -0- .. i If there is an amount other than zero on either line 1h or line 1 i, did the organization file Form 1 720 reporting 59 .tion 4911 tax for this year? .. I: Yes No 4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have t: complete all of the ?ve columns below. See the instructions for lines 2a through ?t on page 4.) Lobbying Expenditures During 4-Year Averaging riod r) (or in) 2007 2008 2009 201 Total 2a Lobbying nontaxable amount Lobbying cei ing amount Total Iobbyin expenditures Grassroots ontaxable amount Grassroots (150% of line ailing amount 2d, column Grassroots lo bbying expenditures 032042 02-02-11 21150412 796 (448 08041 28 2010 .05070 CROSSROADS Schedule (Form 990 or 990-EZ) 2010 POLIC 08041?2 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Schedule For 990 or 990- 2010 ection under section 501 CROSSROADS GRAS SROOTS POLICY Pa 3 land has NOT filed Form 5768 la) (bl Amount Yes No During the local legislal or referendu Volunteers? Paid staff or Media adve Mailings to Publications Grants to at Direct cont Rallies. dem Other activit Total. Add Ii Did the activ If "Yes," ent it "Yes," ent if the filing ear, did the filing organization attempt to influence foreign, national, state or ion, including any attempt to influence public opinion on a legislative matter m, through the use of: isements? . or published or broadcast statements? onstrations. seminars, conventions. speeches, lectures, or any similar means? es? If "Yes." describe in Part IV .. was is through 1i .. ities in line 1 cause the organization to be not described in section 501(c)(3)? er the amount of any tax incurred under section 4912 er the amount of any tax incurred by organization managers under section 4912 [ganization incurred a section 4912 tax, did it file Form 4720 for this year?? management (include compensation in expenses reported on lines 1c through 1' members, legislators. or the public? .. ner Organizations for lobbying Purposes? .. with legislators, their staffs, government of?cials, or a legislative body? (I Part Cc 50 implete if the organization is exempt under section 501(c)(4), 1 1 Were subste ntially all (90% or more) dues received nondeductible by members? 2 Did the org 3 Didthe or ization make only in-house lobbying expenditures of $2,000 or less? olitical exenditures from the a rior ea Yes No .. 3 section 501(c)(5), or section if Part line 3 is answered 1 Dues. asses ments and similar amounts from members .. 1 2 Section 162 e) nondeductible lobbying and political expenditures (do not include amounts of political expenses which the section 527(f) tax was paid). a Current V93 .. 23 Can't/over fl? "1 'aSt year .. 2b Total .. 2c 3 Aggregate a cunt reported in section 6033(e)(1)(A) notices of nondeductible section 162(9) ues 3 4 If notices re sent and the amOUnt on line 2c exceeds the amount on line 3, what portion of the excess does the or anization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure ext year? .. 4 5 Taxable am unt of lobbying and political expenditures (see instructions) 5 Part Information Complete this part for any additional i PART to provide the descriptions required for Part I-A. line 1; Part l-B. line 4; Part l-C, Ii nformation. LINE 1: rife 5; and Part line 1i. Also, complete this part POLITICAL MEDIA PLACEMENT AND PRODUCTION, LEGAL MANAGEMENT SUPPORT . 032043 02-02-11 21150412 796448 08041 29 2010 . 05070 CROSSROADS Schedule (Form 990 or 990-EZ) 2010 GRASSROOTS POLIC 0 8 0 4 1_2 This documeht was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) SCHEDULE (Form 990) Department of the Trees internal Revenue Service Supplemental Financial Staten Complete if the organization answered "Yes," to Part lV, line 12. Attach to Form 990. See separate instructi' OMB No. 1545-0047 2010 Open to Public Inspection 1ents orm 990, DDS. Name of the orgTization CROSSROADS GRASSROOTS POLICY STRAT Employer identi?cation number EGIES 27-2753378 IPartl ?gfnizations Maintaining Donor Advised Funds or?ther Simila orga ization answered "Yes" to Form 990, Part IV, line 6. Funds or Accounts. Complete if the Total numb Donor advised funds Funds and other accounts at end of year .. ervation Easements. Complete if the organization answered "Yes" to For nor advised funds .. :1 Yes 5 can be used only purpose conferring Yes in 990, Part IV, line 7. ENG [:lNo 1 Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use recreation or education) Preservation of an historically important land area Protection of natural habitat Preservation of a certi?ed historic structure Preservation of open space 2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held atthe End of the Tax Year a Total numb of conservation easements .. 2a Total acreage restricted by conservation easements .. 2b Number of conservation easements on a certified historic structure included in 2c Number of conservation easements included in acquired after 8/17/06, and not on a historic listed in the National Register 2d 3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax yearD 4 Number of states where property subject to conservation easement is located 5 Does the or anization have a written policy regarding the periodic monitoring, inspection, har dling of violations, a enforcement of the conservation easements it holds? ?1:1 Yes No 6 Staff and vo1unteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year 7 Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section and section .. Yes No 9 in Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if at: plicable, the text of the footnote to the organization's financial statements that ascribes the organization's accounting for conservation easements. r9 Corn historical tr not to report in its reven sures, or other similar assets held for public exhibition, education, or research ir footnote to its financial statements that describes these items. nizations Maintaining Collections of Art, Historical ?easureis, or Other Similar Assets. late if the organization answered "Yes" to Form 990, Part IV, line 8. 1a if the organiation elected, as permitted under SFAS 116 (ASC 958 the text of ti? .ie statement and balance sheet works of art, furtherance of public service. provide, in Part if the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, 0 other similar assets held for public exhibition, education, or research in furtherar cc of public service, provide the following amounts relating to ti? ese items: ii) Revenues included in Form 990. Part line 1 .. (ii) Assets included in Form 990. Part .. 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items: a Revenues included in Form 990. Part line 1 .. Assets included in Form 990. Part .. For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2010 12-20-10 21150412 796448 08041 30 2010 . 05070 CROSSROADS GRASSROOTS POLIC 0 8 0 4 i This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Schedule (Form 990) 2010 CROSSROADS GRASSROOTS POLICY ST RATEGIES 27?2753378 Page2 Part Organizations Maintaining Collections of Art, Historical Treasur s, or Other Similar Assets (continued) 3 Using the organization's acquisition, accession, and other records, check any of the following '3 Press "vation for future generations (check all that apply): a I: Public exhibition Schol l: Loan or exchange El Other arly research 'ograms that are a significant use of its collection items 4 Provide a de scription of the organization's collections and explain how they further the orgar 5 During the year. did the organization solicit or receive donations of art, historical treasures. 0 to be sold tc raise funds rather than to be maintained as part of the organization's collection? other similar assets .. El Yes ization?s exempt purpose in Part XIV. ClNo I Part IV I Escrow and Custodial Arrangements. Complete if the organization answ reported an amount on Form 990, Part X, line 21. red "Yes" to Form 990, Part IV. line 9, or 1a Is the organ on Form 99C. Part .. If "Yes," ex lain the arrangement in Part XIV and complete the following table: Beginning lance .. Additions ring the year .. Distribution during the year Ending bala ca .. 2a Did the orga ization include an amount on Form 990, Part X, line 21? If "Yes," ex aln the arrangement in Part XIV. IT?art Funds. Complete if the organization answered "Yes" to Form 990, i zation an agent, trustee, custodian or other intermediary for contributions or other assets not included ..l:lves DNO Amount ?art lV, line 10. L_lNo 13 Beginning OJ year balance .. Contribution Net investm nt earnings, gains, and losses Grants or so oiarships .. Other expen itures for facilities and progra Administrati expenses 9 End of year alance Current year Prior year Two years back Three years back Four years back 2 Provide the stimated percentage of the year and balance held as: a Board desig ated or quasi-endowment Pennanent dowment Term endownent 3a Are there en :lOWment funds not in the possession of the organization that are held and admi by: 4L istered for the organization Yes No unrelated organizations .. 3alil (ii) related organizations .. 330? If "Yes" to 351(ii), are the related organizations listed as required on Schedule Fl? 3b 4 Describe in Part XIV the intended us_es of the organization's endowment funds. Wart Land, Buildings, and Equipment. See Form 990, Part X, line 10. Description of investment (8) Cost or other Cost or other (0) Accumulated Book value basis (investment) basis (other) depreciation ta Land .. BUildinQS .. Leasehold improvements .. Equipment .. 2.894- 724- 2.170- Other ., Total. Add lines 1 through 19. (Column must equal Form 990, Part x, column (B), line 2 1 7 0 . 032052 12-20- 10 21150412 796448 08041 31 2010 . 05070 CROSSROADS Schedule (Form 990) 2010 SRASSROOTS POLIC 0 8 0 4 1?2 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) CROSSROADS GRASSROOTS POLICY See Form 990, Part X, line 12. TEGIES 27?2753378 2010 Schedule of security or category ing name of security) Method of valuation: Cost or end-of?year market value Book value Financial (2) Closely-held (3) Other line 12. Related. See Form Form Part col Total. Col must Part Book value line 13. Method of valuation: Cost or end-of-year market value of investment type Part col line 13. See Form 990, Part X, line 15. Description Form 1 ,3 Total. Col must Book value Form 990 Part col line 15 See Form 990, Part X, line 25. Description of liability Amount Federal taxes I 1 Total. 2. FIN 48 12-20-10 Form 990, Part X, col line 25 7 Schedule (Form 990) 2010 32 21150412 79 448 08041 2010.05070 CROSSROADS SROOTS POLIC This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) '3 211504l2 796448 08041 Schedule (Form 9990) 2010 CROSSROADS GRASSROOTS POLICY STE LATEGIES 27?2753378 Page4 IT?art XI Reconciliation of Change in Net Assets from ?rm 990 to Auditec I'Einanciai Statements 1 Total revenue (Form 990, Part column (A), line 12) 2 Total expens es (Form 990, Part IX, column (A), line 25) 3 Excess or (deficit) for the year. Subtract line 2 from line 1 4 Net unrealizljd 5 Donated se 6 investment expenses .. 7 Prior period adlustments .. 8 Other (Describe in Part XIV.) 9 Total adjustments (net). Add lines 4 through 8 .. 1O Excess or deficit) for the year per audited financial statemen_ts. Combine li_n_es 3 and 9 Reconciliation of Revenue per Audited Financial Statements With Part XII gains (losses) on investments ices and use of facilities 1 48,404,791. 42,344,884. 6,059,907. tin-4010:4509? 9 0. 10 6,059,907. Revenue per Eturn 1 Total revenue, gains, and other support per audited financial statements 2 (DD.me 5 Part Recc Amounts included on line 1 but not on Form 990, Part line 12: Net unrealized gains on investments Donated services and use of facilities .. Recoveries 0i Prior Year grants .. Other (Describe in Part XIV.) Add lines 2a Subtract line 2e from line 1 Amounts included on Form 990, Part line 12, but not on line 1: Investment expenses not included on Form 990, Part line 7b Other (Describe in Part XIV.) Add lines 4a and 4b 23 1 48,404,791. 2b 29 0 48,404,791: Total revenue. Add lines 3 and 4c. (This must equal Fo_rm 990. Part line 12.) . . 4c 0 5 48,404,791: inciliation of Expenses per Audited Financial Statements Wit- Return 1 2 Total expenses and losses per audited financial statements Amounts incl Jded on line 1 but not on Form 990, Part IX, line 25: Donated services and use of facilities .. Prior year adiUStmentS .. Other losses .. Other (Descn?be in Part XIV.) Add lines 23 through 2d Subtract line Amounts included on Form 990, Part IX, line 25, but not on line 1: Investment (penses not included on Form 990, Part line 7b Other (Describe in Part XIV.) 2a 1 42,344,884. 2b 2e 0. 42,344,884. 0 Add lines 43 Total expenses. Add lines 3 and 4c. (T his must equal Form 990, Part I, line 18.) and 4b 4c 0. 5 42, 344, 884?. 5 IT?art Supplemental Information Complete this part X, line 2; Part XI, line 8; Part XII, lines 2d and 4b; and Part lines 2d and 4b. Also complete this PART LINE 2: to provide the descriptions required for Part II, lines 3, 5, and 9; Part lines 1a CROSSROADS GRASSROOTS POLICY cl 4; Part IV, lines 1b and 2b; Part V, line 4; Part rt to provide any additional information. EGIES HAS ADOPTED FASB ASC 740-10 ACCOUNTING FOR UNCERTAINTY IN INC OME TAXES. THAT STANDARD PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ORGANI ZATION SHOULD MEASURE, RECOGNIZE PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT AN ORGANIZATION HAS TAKEN OR EXPECT TO TAKE ON A TAX RETURN. THERE WAS NO IMPACT TO FINANCI AL STATEMENTS AS A RESULT OF THE ADOPTION OF FASB ASC 740-10. 032054 12?20-10 33 2010.05070 CROSSROADS Schedule (Form 990) 2010 ERASSROOTS POLIC 08041?2 This documeht was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) SCHEDULE (Form 990 or [\"Jepartment of the Treasury ?temal Revenue Service or if the organization entered more than $15,000 on Form 99 Attach to Form 990 or Form 990-EZ. See separate in: Supplemental Information Flega ding Fundraising or Gaming Activit es Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, -E2, line 6a. :iructions. OMB No. 1545-0047 Open To Public Inspection Name of the organization CROSSROADS GRASSROOTS POLICY STRATEG IES Employer identification number 27?2753378 Part IV, line 17. Form 990-EZ filers are not hat apply. grants FundLaising Activities. Complete if the organization answered "Yes" to Form 990 requnre to complete this part. 1 Indicate wheth the organization raised funds through any of the following activitles. Check all 1 a Mail soli itations :1 Solicitation of non-government Internet and email solicitations Solicitation of government gramts Phone licitations 9 Ci Special fundraising events ln-perso solicitations 2 a Did the organi ation have a written or oral agreement with any individual (including officers. dire key employee listed in Form 990, Part VII) or entity in connection with professional fundraising If "Yes," list th ten highest paid individuals or entities (fundraisers) pursuant to agreements un ctors, trustees or services? Yes :ler which the fundraiser is to be EINO compensated at least $5,000 by the organization. Name and address of individual .. rgs?gr (iv) Gross receipts tgvio??rrg?ig?te?ag) (Vii Amoqnt Paid or entity (fundraiser) Adm? ?$301135? from a :tivity fundraiser ?0 go; started by) contributions? listed in col. gan'zatm? GROSS CONTRIBUTIONS 45 N. Yes No HILL STE. 100, 48,404,791. 0 48,404,791, CFL ASSOCIATES - 4189 FOUR MILE RUN DR, #404 0. 24,000. ?24,000, DL 5. C0. 2440 N. EDGEWOOD sun, ARLINGTON, VA 22207 0. 60,750. 40,750. MCKENNA ASSOCIATES LLC ?2321 NORTH KENTUCKY 1: 0, 180,000_ -130?000. ROCK CREEK ADVISORS LLC - 5331 16TH STREET NW, 0. 96,750, ?96,750. Total .. 43.404.791- 351,500- 48,043,291- 3 List all states in which the organization is registered or licensed to solicit contributions or has be en notified it is exempt from registration or licensing. Paperwork duction Act Notice, see the Instructions for Form 990 or 990-E2. EE PART IV FOR CONTINUATIONS 032031 01-13-11 34 21150412 796 48 08041 Schedule 6 (Form 990 or 990-EZ) 2010 2010.05070 CROSSROADS POLIC 08041?2 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Schedule (Form 90 or 990-52) 201 CROS SROADS GRAS SROOTS POLICY STRATEGI page 2 Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form QQO-EZ, lines 1 and 6b. st events with gross receipts greater than $5,000. - a Event #1 Event #2 Other events Total events (add col. through col. (9 (event type) (event type) (total number) (an 2 1 Gross receipts .. 2 Less: Charitable contributions 3 Gross income (line 1 minus line 2) 4 Cash prize .. 5 Noncash prizes .. 8 5 5 6 Rent/facile costs .. ?5 7 Food and beverages .. 8 Entertainment .. 9 Other dire?it expenses .. 10 Direct expense summary- Add lines 4 through 9 in column .. 11 Net income summary. Combine line 3, column and line 10 .. I Earl: Gam ng. Complete if the organization answered "Yes" to Form 990, Part lV, line 19. or reported more than $15,000 on Form 990-EZ, line 6a. . Pull tabs/instant . Total gaming (add a) . . . a B'ngo bingo/progresswe other gam'ng col. through col. $12 0 c: 1 Gross revenue .. 2 Cash prizes .. 8 Q- 3 NoncaSh Prizes .. if) 13' .2 4 Rent/faCi'iiy costs .. 5 Other direct expenses .. Yes Yes 96 Yes 6 Volunteer labor .. I: No No No 7 Direct exp arise summary. Add lines 2 through 5 in column 8 Net gamin income summary. Combine line 1, column d, and line 7 .. 9 Enter the stat in which the organization operates gaming activities: a Is the organizq?m licensed to operate gaming activities in each of these states? A, Yes No If explain: 10a Were any of thJe organization's gaming licenses revoked, suspended or terminated during the tax yeal?? Yes No If "Yes."explaT1: 01-13-11 Schedule (Form 990 or 990-EZ) 2010 3 5 21150412 796 448 08041 2010 . 05070 CROSSROADS GRASSROOTS POLIC 08041_2 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) CROSSROADS GRASSROOTS POLICY 11 Does the orga ization operate gaming activities with nonmembers? 12 is the organiz tion a grantor, beneficiary or trustee of a trust or a member of a partnership or to administer hafitable gaming? .. 13 Indicate the rcentage of gaming activity operated in: a The organizati n?s facility An outside is ility .. 14 Enter the nam Name Yes her entity formed .. :1 Yes Pa e3 l:iNo 13a 13b and address of the person who prepares the organization's gaming/special events books and records: Address 15a Does the organization have a contract with a third party from whom the organization receives 9 If "Yes," enter of gaming reve If "Yes," enter Name the amount of gaming revenue received by the organization anue retained by the third party 35 name and address of the third party: aming revenue? .. Yes and the amount Address 16 Gaming mana Name ger information: Gaming manager compensation Description of services provided Directo 17 Mandatory dis a Is the organiz; retain the stat Enter the amo organization's r/officer Employee Independent contractor tributions: ition required under state law to make charitable distributions from the gaming gaming license? .. unt of distributions required under state law to be distributed to other exempt org own exempt activities during the tax year 'oceeds to Janizations or spent in the [Part IVI Sup lines Ilemental Information. Complete this part to provide the explanations required l: 9. 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provi iy Part I, line 2b, columns and and Part de any additional information (see instructions). SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS: (I) NAME OF FUNDRAISER: GROSS CONTRIBUTIONS (I) ADDRESS OF FUNDRAISER: 45 N. HILL DRIVE, STE. 100, WARRENTON, VA 20186 (I) NAME OF FUNDRAISER: CFL ASSOCIATES (I) ADDRESS OF FUNDRAISER: rj4189 FOUR MILE RUN DR, #404 ARLINGTON, VA 22204 032083 01-13-11 21150412 796 This docume 36 448 08041 2010.05070 CROSSROADS Schedule (Form 990 or 990-EZ) 2010 GRASSROOTS POL was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Schedule Form 990 or 990-EZ) 2010 CROSSROADS GRAS SROOTS POLI CY TRATEGIES page 4 lEart Supplemental Information (continued) NAME OF FUNDRAISER: MCKENNA ASSOCIATES LLC (I) ADDRESS OF FUNDRAISER: 2321 NORTH KENTUCKY ST., ARLINGTON, VA 22205 (I) NAME OF FUNDRAISER: ROCK CREEK ADVISORS LLC (I) ADDRESS OF FUNDRAISER: 5331 16TH STREET NW, WASHINGTON, DC 20011 SCHEDULE G, PART I, LINE 2B, COLUMN (IV): GROSS CONTRIBUTIONS RECEIVED FROM INTERNET AND MAIL, AND NON-GOVERNMENT GRANT SOLICITATIONS ARE NOT DIRECTLY TIED TO A SPECIFIC PROFESSIONAL FUNDRAISER AND HAVE BEEN REPORTED ON SCHEDULE IN THE TOTAL AMOUNTS RECEIVED BY THE ORGANIZATION. Schedule (Form 990 or 990-EZ) 2010 032084 10-23-10 3'7 21150412 796448 08041 2010.05070 CROSSROADS POLIC 08041?2 This documeLt was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Keg. SCHEDULE I (Form 990) Department of the Treasury lntemal Revenue Service Complete if the organization answered "Yes" to Form 990, Part IV, line 21 or 22. Grants and Other Assistance to Organizations, Governments, and Individuals in the United States .J OMB NO. 1545-0047 2010 Open to Public Inspection Attach to Form 990. AA?Nameof-theorgar?intinn CROSSROADS GRASSROOTS POLICY STRATEGIES I Part] I General Information on Grants and Assistance anlnunr qumher 27?2753378 1 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? .. IE Yes EN0 2 Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States. Part II Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to Form 990. Part IV. line 21, for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Part II can be duplicated if additional space is needed .. 1 Name and address of organization or government EIN if applicable IRC section Method of (9) Amount Of valuatiOn (b00ku noncash . . FMV, appraisal, other) Amount of cash grant (9) Description of non-cash assistance Purpose of grant or assistance 60 PLUS ASSOCIATION 515 KING ST., SUITE 315 ALEXANDRIA, VA 22314 54?1564919 501C4 50,000. 0. SOCIAL WELFARE AMERICAN ACTION NETWORK 1730 AVE. WASHINGTON, DC 20006 STE. 525 27?0730508 501C4 500,000. 0. SOCIAL WELFARE AMERICAN JUSTICE PARTNERSHIP 600 SOUTH WALNUT ST. LANSING, MI 48933 20-2222409 501C4 300,000. 0. SOCIAL WELFARE AMERICANS FOR TAX REFORM 722 12TH STREET NW, 4TH FLOOR WASHINGTON, DC 20005 52?1403587 50104 4,000,000. 0. SOCIAL WELFARE CENTER FOR INDIVIDUAL FREEDOM 917 KING ST. ALEXANDRIA, VA 22314 54?1916980 501C4 2,750,000. 0. SOCIAL WELFARE FREEDOM VOTE, INC. 1100 MERCANTILE CENTER, 120 E. FOUI CINCINNATI, OH 45202 27?3004397 501C4 900,000. 0. SOCIAL WELFARE 2 Enter total number of section 501(c)(3) and government organizations 3 Entertotal number of other cmnizations .. 12 - LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. 032101 01-13-11 Schedule I (Form 990) (2010) 38 CROSSROADS GRASSROOTS POLICY STRATEGIES I Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II.) 27?2753378 I Page 1 Method of valuation (book, FMV, appraisal. otherl Desoription of non-cash assistance section if applicable Amount of cash grant Amount of non-cash assistance Name and address of organization or government EIN This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Purpose of grant or assistance INDIANA RIGHT TO LIFE 9465 COUNSELORS ROW, INDIANAPOLIS, IN 46240 35?1393803 501C4 35,000. 0. SOCIAL WELFARE NATIONAL RIGHT TO LIFE 512 10TH STREET, NW WASHINGTON, DC 20004 52?0986195 501c4 2,025,000. 0. SOCIAL WELFARE NATIONAL FEDERATION OF INDEPENDENT BUSINESS 1201 STREET, NW WASHINGTON, DC 20004 94?0707299 501cs 3,700,000. 0. SOCIAL WELFARE NRA INSTITUTE FOR LEGISLATIVE ACTIONI - 11250 WAPLES MILL ROAD - FAIRFAX, VA 22030 53?0116130 501C4 600,000. 0, SOCIAL WELFARE REPUBLICAN GOVERNORS PUBLIC POLICY COMMITTEE 1747 AVE. NW #250 - WASHINGTON, DC 20006 20?0309803 501C4 750,000. 0. SOCIAL WELFARE REPUBICAN JEWISH COALITION 50 STREET, NW, SUITE 100 um, 90001 52?1386172 01C4 250,000 0 QOPTAL WELFARE LHA 39 032241 12-21-10 Schedule I (Form 990) \e SchedulelIFoerQO) (2010) CROSSROADS GRASSROOTS POLICY STRATEGIES I Part I Grants and Other Assistance to Individuals in the United States. Complete ifthe organization answered "Yes" to Form 990, Part IV, line 22. Part can be duplicated if additional space is needed. 27?2753378 Page2 Type Of grant or assistance Number of Amount of Amount of non- recipients cash grant Method Of valuation cash assistance (book, FMV, appraisal. other) Description of non-cash assistance This document was Obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) I Part IV I Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information. SCHEDULE I, PART I, LINE 2: CROSSROADS GPS CAREFULLY EVALUATES THE MISSIONS AND ACTIVITIES OF RECIPIENT ORGANIZATIONS PRIOR TO MAKING ANY GRANTS TO ENSURE THAT FUNDS ARE USED ONLY FOR EXEMPT PURPOSES OF RECOGNIZED TAX-EXEMPT SECTION AND ORGANIZATIONS. GRANTS ARE ACCOMPANIED BY A LETTER OF TRANSMITTAL STATING THAT THE FUNDS ARE TO BE USED ONLY FOR EXEMPT PURPOSES, AND NOT FOR POLITICAL EXPENDITURES, CONSISTENT WITH THE TAX-EXEMPT MISSION. 032102 01-13-11 Schedule I (Form 990) (2010) SCHEDULE Compensation Inform ation oma No. isms-con (Form 990) For certain Officers, Directors, Trustees, Key Employees, nd Highest 0 Compensated Employees Complete if the organization answered "Yes" to Form 990, JWDepartment oi the Treasury Part IV, line 23. open to P?Ublic 1 internal Revenue Service Attach to Form 990. 5 See separate instructions. Inspeuion Name of the organization Employer identification number CROSSROADS GRASSROOTS POLICY STRATEGIES Part I Questions Regarding Compensation Yes No 1a Check the appropriate box(es) if the organization provided any of the following to or for a perso 1 listed in Form 990, Part Section A, line 1a. Complete Part to provide any relevant information regarding these items. First-class or charter travel Housing allowance or resi ?ence for personal use Ci Travel for companions Payments for business us a of personal residence Tax inde ni?cation and gross-up payments '3 Health or social club dues or initiation fees i:i Discretio ary spending account i:i Personal services (9.9., id, chauffeur, chefline ?la are checked, did the organization follow a written policy regarding payment or reimbursemen or provision of all of the expenses described above? If complete Part to explain 1b 2 Did the organi ation require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors, trustees, and he CEO/Executive Director, regarding the items checked in line 1a? 2 3 Indicate which if any. of the following the organization uses to establish the compensation of organization's CEO/Executive Director. Check all that apply. Compensation committee Written employment contr ct Independent compensation consultant Compensation survey or udy [Xi Form 990 of other organizations Approval by the board or compensation committee 4 During the yea did any person listed in Form 990, Part VII, Section A, line ?la, with respect to the filing organization or a related organization: a Receive a sev ance payment or change-of-control payment from the organization or a related organization? 4a Participate in, receive payment from, a supplemental nonqualified retirement plan? 4b Participate in. receive payment from. an equity-based compensation arrangement? .. 4c If "Yes" to any lines 4a-c, list the persons and provide the applicable amounts for each item ir Part ill. Only section and 501(c)(4) organizations must complete lines 5-9. 5 For persons Iis ed in Form 990. Part VII, Section A, line 1a, did the organization pay or accrue ary compensation contingent on he revenues of: a The organizati n? .. 5a Any related or anization? .. 5b If "Yes" to line a or 5b, describe in Part 6 For persons lis ed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on he net earnings of: a The organizati n? .. 6a Any related or enization? .. 6b If "Yes" to line a or 6b, describe in Part 7 For persons lis ed in Form 990, Part VII, Section A, line 1a, did the organization provide any non?fixed payments not described i lines 5 and 6? If "Yes." describe in Part .i 7 8 Were any amo reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial contract xception described in Regulations section If "Yes," describe in Part 8 9 If "Yes" to line did the organization also follow the rebuttable presumption procedure described in Regulations se tion .. 9 LHA For Paperwoik Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2010 032111 12-21-10 4 1 21150412 796448 08041 2010 . 05070 CROSSROADS GRASSROOTS POLIC 08041_2 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Schedule (Form 990) 2010 CROSSROADS GRASSROOTS POLICY STRATEGIES 27?2753378 I Part II I Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed. For each individual whose compensation must be reported in Schedule J. report compensation from the organization on row and from related organizations. described in the instructions, on row Do not list any individuals that are not listed on Form 990, Part VII. Note. The sum of columns must equal the applicable column (D) or column (E) amounts on Form 990. Part Vll, line 1a. Page 2 (A) Name (8) Breakdown of W-2 and/or1099?MISC compensation Base compensation (ii) Bonus incentive compensation Other reportable compensation w) (m Retirement and Nontaxable other deferred benefits compensation (B (H Total of columns Compensation reported in prior Form 990 or Form 990-EZ 1STEVEN LAW (i rm A 112,500. 75,000. 0. 0. 225,000. 75,000. 0. 0. 0. 187,500. 0. 0. 300,000032112 12-21?10 42 Schedule (Form 990) 2010 SCHEDULEO (Form 990 or 990-EZ) Department of the Treasu "\Internal Revenue Service 4 21150412 796? Supplemental Information to Form 99 or Complete to provide information for responses to specific Form 990 or 990-EZ or to provide any additional inforl Attach to Form 990 or 990-EZ. OMB No. 1545-0047 2010 Open to Public Inspection uestions on 'nation. iName of the organitation CROSSROADS GRASSROOTS POLICY STRAT Employer identi?cation number 27?2753378 EGIES FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZAT ION MISSION: ADVOCATE OLICY OUTCOMES ON PENDING LEGISLATIVE AN REGULATORY ISSUES SUCH AS: EALTH CARE REFORM, TAXES, SPENDING AND EFICITS, CONGRESSIO NAL REFORM AND ENERGY AND ENVIRONMENT. HE PURPOSE OF THESE ISSUE ADVO CACY AND GRASSROOTS LOBBYING ACTIVITIES IS TO PROMOTE POLICIES HAT STRENGTHEN THE ECONOMY, RED UCE REGULATION OF PRIVATE SE CTOR ACTIVITY, AND RESTORE GOVERNMENT TO A SOUND FINANCIAL FOOTING. FORM 990, PART LINE 1, DESCRIPTION OF ORGANIZ ATION MISSION: CROSSROADS GPS IS TO EMPOWER PRIVATE CITIZENS TO DETERMINE THE DIRECTION OF GOVERNMENT POLICYMAKING RATHER THAN BEING THE DISENFRANC HISED VICTIMS OF IT. THROUGH ISSUE RESE ARCH, PUBLIC COMMUNICAT IONS, EVENTS WITH POLICYMAKERS, AND OUTR EACH TO INTERESTED CITIZENS, CROSSROADS GPS SEEKS T0 ELEVATE UNDERSTANDING OF CONSEQUENT IAL NATIONAL POLICY ISSUES, AND TO BUILD GRASSROOTS SUPPORT FOR LEGISL ATIVE AND POLICY CHANGES THAT PROMOTE PR IVATE SECTOR ECONOMIC GROWTH, RE DUCE NEEDLESS GOVERNMENT REGULATIONS, IM POSE STRONGER FINANCIAL DISCIPLINE AND ACCOUNTABILITY ON GOVERNM ENT, AND STRENGTHEN NATIONAL SECURITY. PART LINE 4A AND 4C PROGRAM SE RVICE EXPENSES TOTAL EXPE NSES FOR THESE PROGRAM SERVICES INCLUDE AN ALLOCATION OF OVERHEAD, SALARIES AND CONSULTING EXPENSES. LHA For Paperwo 032211 01-24-11 rk Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. 43 448 08041 Schedule 0 (Form 990 or 990-EZ) (2010) 2010.05070 CROSSROADS GRASSROOTS POLIC 08041__2 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Schedule 0 (Form 990 or 990-EZ) @010) page 2 Name of the organization Employer identi?cation number CROSSROADS GRASSROOTS POLICY STRATEGIES 27?2753378 W. FORM 990, PART LINE 4D, OTHER PROGRAM SERVICES: THE ORGANIZATION EDUCATES THE PUBLIC ON NATIONAL POLICY AND LEGISLATIVE ISSUES SUCH AS THE NATIONAL DEBT, GOVERNMENT SPENDING PRIORITIES, HEALTH CARE POLICY, IMMIGRATION, ENERGY AND PENSION REFORM. CROSSROADS GPS CONDUCTS PUBLIC EDUCATION THROUGH A WIDE VARIETY OF COMMUNICATIONS CHANNELS, INCLUDING PAID ADVERTISING, STATEMENTS IN NEWS ARTICLES, POLICY INFORMATION ON ITS WEBSITES, AND PUBLICLY RELEASED POLICY STUDIES. FORM 990, PART VI, SECTION B, LINE 11: ALL BOARD MEMBERS RECEIVE A COPY OF THE FORM 990 BEFORE IT IS FILED WITH THE IRS. DURING THE REVIEW PROCESS THE BOARD DISCUSSES THE FORM 990 WITH ACCOUNTANTS, COUNSEL AND THE CFO. 3 FORM 990, PART VI, SECTION B, LINE 12C: THE CONFLICT OF INTEREST POLICY REQUIRES ALL INTERESTED PERSONS TO DISCLOSE ANY POSSIBLE OR ACTUAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15: COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19: UPON REQUEST FORM 990, PART VII, SECTION A: COMPENSATION OF OFFICERS STEVEN LAW AND MARGEE CLANCY WERE COMPENSATED FOR THEIR ROLES IN THE OPERATIONS OF THE ORGANIZATION AND NOT AS OFFICERS. MARGEE CLANCY WAS PAID THROUGH MDC ASSOCIATES AND THE AMOUNT OF HER 8%?54?31 Schedule 0 (Form 990 or 990-52) (2010) 44 21150412 796448 08041 2010.05070 CROSSROADS GRASSROOTS POLIC 08041__2 This documeLt was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Schedule 0 (Form 9 90 or QQO-EZ) (201 O) Page 2 Name of the organiz ,ation Employer identi?cation number CROSSROADS GRASSROOTS POLICY STRATEGIES 27?2753378 WAS $33,000. STEVEN LAW WORKS AN AVERAGE 0F 31 HOURS PER WEEK FOR THE RELATED ORGANIZATION, AMERICAN CROSSROADS. 032212 01-24-11 21150412 796 448 08041 Schedule 0 (Form 990 or 990-EZ) (2010) 45 2010.05070 CROSSROADS GRASSROOTS POLIC 0804l__2 This docume nt was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) This ocume nt was obtained and uploaded by the Center for Responsive Politics (OpenSecretsorg) SCHEDULE Related Organizations and Unrelated Partnerships (Form 990) Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37. Department of the Treasury Internal Revenue Service AuaCh to Form 990. See separate instructions. OMB NO. 1545-0047 201 0 Open to Public Inspection Name of the organization Employer identi?cation number 4315:1318?? Part I Identi?cation of Disregarded Entities (Complete if the organization answered "Yes" to Form 990. Part IV. line 33.) (ID) Name. address, and EIN Primary activity of disregarded entity (0) foreign country) Legal domicile (state or Total income End-of-year assets Direct controlling entity Part organizations during the tax year.) Identi?cation of Related Tax?Exempt Organizations (Complete if the organization answered "Yes" to Form 990. Part IV, line 34 because it had one or more related tax-exempt Name. address, and EIN Primary activity of related organization (6) Legal domicile (state or Exempt Code foreign country) section Direct controlling status (if section Section 2(b)(13) controlled entity? Von: Mn AMERICAN CROSSROADS 27?2141277 P.0. BOX 34413 SECTION 527 POLITICAL WASHINGTON, DC 20043 ORGANIZATION VIRGINIA 5 2 7 For Paperwork Reduction Act Notice. see the Instructions for Form 990. 032151 12-21-10 LHA 46 Schedule (Form 990) 2010 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) kn Schedule (Form 990) 2010 organizations treated as a partnership during the tax year.) CROSSROADS POLICY STRATEGIES Part Identi?cation of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV. line 34 because it had one or more related 27?2753373 Page 2 Name, address. and EIN of related organization Primary activity (0) Legal domicile (state or Direct controlling entity Predominant income loreign country) Share of total income (9) Share of end-of-year sections 512-514 assets Dispropor?lion- ate allocations? Yes Code V-UBI General or amount in box ma?ag'ng ?20'o?l'Sct1eUute No K-1 (Form 1065) YeslNo U) '1 Percentage ownership Part IV Identi?cation of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990. Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.) Name, address, and EIN of related organization Primary activity (cl Legal domicile (state or foreign country) Direct controlling entity (6) Type of entity (C corp. corp, or trust) Share of total income (9) Share of end-of-year assets Percentage ownership 032162 12-21-10 47 Schedule (Form 990) 2010 This docume nt was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Schedule (Form 990) 2010 CROSSROADS GRASSROOTS POLICY STRATEGIES Part Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35. 35a, or 36.) 27-2753378 Page 3 Note. Complete line 1 if any entity is listed in Parts ll. Ill, or IV of this schedule. in Parts !l moo-um 09. Yes 0 Receipt of interest (ii) annuities royalties or (M rent from a controlled entity Gift, grant. or capital contribution to other organizationls) .. Gift. grant. or capital contribution from other organization(s) Loans or loan guarantees to or for other organizationls) Loans or loan guarantees by other organization(s) .. Sale of assets to other organization(s) .. Purchase of assets from other organizati0n(s) Exchange of assets .. Lease of facilities equipment. or other assets to other organizatioms) Lease of facilities. equipment. or other assets ifrom other organization(s) .. Performance of services or membership or fundraising solicitations for other organization(s) Performance of services or membership or fundraising solicitations by other organizati0n(S) a. Sharing of facilities. equipment, mailing lists. or other assets .. Sharing of paid employees Reimbursement paid to other organization for expenses Reimbursement paid by other organization for expenses .. Other tranSfer 0f 085? Of Property to Other organizationls) .. Other transfer of cash or property from other organization(the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds. lb) Transaction type (an id) Method of determining amount involved Amount involved Name of other organization l1) (2) (3) (4) (5) (6) 032163 12-21-10 48 Schedule (Form 990) 2010 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) scheduIe (Form 990) 2010 CROSSROADS GRAS SROOTS POLICY STRATEGIES Part VI 27-2753378 Page4 Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.) Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships. lb) (6) (8) (9) Name, address, and EIN Primary activity Legal domicile Are 3" Dame?s Share of end-of? tionate Code V-UBI . cti 501 3 - - of entity (State 0" foreign Ssrgazri?zatiofg? year assets allocations? $221239 Yes No Yes No (Form 1065) Yes No Dispropor- General or Schedule Fl (Form 990) 2010 032164 12-21-10 49 Schedule (Form also) 2010 CROSSROADS GRAS SROOTS POLICY STRATEGI Page 5 Bart Sup lemental Information Compl te this part to provide additional information for responses to questions on Schedule (see 12?2140 Schedule (Form 990) 2010 50 21150412 796448 08041 2010.05070 CROSSROADS POLIC 0804l_2 This document was Obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) 2010 DEPRECIATION AND AMORTIZATION REPORT FORM 990 PAGE 10 990 Asset Na Description Date Acquired Method Lite Line Unadjusted Bus Cost Dr Basis Excl Section 179 Expense Reduction In Basis Current Year Deduction Current Sec 179 Expense Basis_For Deprecratron Beginning Accumulated Depreciation Ending Accumulated Depreciation COMPUTERS TOTAL 990 PAGE 10 DEPR 06/01/10 ZOODE 5,00 2,394. 2,894. 2,894. 724. 724. 2,894. o. 724. 724. This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) 028111 05-01-10 50.1 (D) - Asset disposed ITC, Salvage, Bonus, Commercial Revitalization Deduction, GO Zone OMB No. 1545-0172 Form Depreciation and Amortization 9 9 0 1 0 Depmment of the Treasury (including information on Listed Property) Attachment Internal Revenue Service (99) See separate instructions. Attach to your tax return. Sequence No. 67 lName(s) shown on return Business or activity to wh ch this term relates Identityan number CROSSROADS GRASSROOTS POLICY STRATEGIES FORM 9 9 0 PAGE I?Part I I Election To Expense Certain Property Under Section 179 Note: If you have any listed property, complete Part Vbefore you complete Part l. 1 Maximum amount (see instructionsTotal cost or seotion 179 property placed in service (see instructions) 2 3 Threshold cost of section 179 property before reduction in limitation Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- 4 5 Dollar limitation for tax year. Subtract line 4 from line 1. ll zero or less, enter -0-. If married filing separately. see instructions . 5 6 Description oi property Cost (business use only) Elected cost 7 Listed property. Enter the amount from line 29 .. 7 8 Total elected cost of section 179 property. Add amounts in column lines 6 and 7 8 9 Tentative deduction. Enter the smaller of line 5 or line 8 .. 9 10 Carryover of dis Ilowed deduction from line 13 of your 2009 Form 4562 10 11 Business incom limitation. Enter the smaller of business income (not less than zero) or line 5 . 11 12 Section 179 ex ense deduction. Add lines 9 and 10, but do not enter more than line 11 .. 12 13 Carryover of dis Ilowed deduction to 2011. Add lines 9 and 10, less line 12 .. 13 I Note: Do not use Part II or Part below for listed property. instead, use Part V. I Part II I Specidl Depreciation Allowance and Other Depreciation (Do not include listed property.) 14 Special depreciation allowance for qualified property (other than listed property) placed in service during the tax year .. .. 14 - 15 Property subject to section 1680(1) election .. 15 16 Other depreciat on (including .. 16 art MACRS Depreciation (Do not include listed property.) (See instructions.) Section A 17 MACRS deduct ons for assets placed in service in tax years beginning before 2010 17 I 18 it you are electing to group any assets placed in service during the tax year into one or more general asset accounts, check here Section - Assets Placed in Service During 2010 Tax Year Using the General Depreciation System Month and Basis for depreciation Classification 01 property year placed (business/Investment use Recovery Convention (1) Method (9) Depreciation deduction in service only - see instructions) 99"? 19a 3-year property 5-year property 7-year property 10-year property 15-year property 1 20-year property 9 25-year property 25 yrs. 27.5 yrs. MM Resrdential rental property 27.5 yrs. MM i Nonresiden ial real property 39 yrs' MM MM Section - Assets Placed in Service During 2010 Tax Year Using the Alternative Depreciation System 20a Class life 12-year 12 yrs. 40-year 40 MM IT?art IV I (See instructions.) 21 Listed property Enter amount from line 28 .. 21 22 Total. Add amo from line 12, lines 14 through 17, lines 19 and 20 in column (9), and line 21. Enter here and the appropriate lines of your retum. Partnerships and corporations - see inst .. 22 7 2 4 23 For assets sho above and placed in service during the current year, enter the portion of the sis attributable to section 263A costs .. 23 ((531110 LHA For Paperwork Reduction Act Notice, see separate instructions. Form 4562 (2010) 5 1 21150412 '796 48 08041 2010 . 05070 CROSSROADS GRASSROOTS POLIC 08041_2 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Form 4562 (2010) CROSSROADS GRASSROOTS POLICY STRA TEGIES 27-2753378 Page2 Part Listed Property (Include automobiles, certain other vehicles, certain computers, and amusement.) Note: For any vehicle for which you are using the standard mileage rate or deducting fol operty used for entertainment, recreation, or expense, complete only 24a, 24b, columns A, through of Section A, all of Section B, and Section if applicable. Section A - Depreciation and Other Information (Caution: See the instructions for limits for passenger automobiles.) 243 Do you have evidence to supportthe business/investment use claimed? Yes i_l No 24b f ives," is the evidence written? yes No Basis for Sigreclatlon (9) - Ejegt?d (isyi?ieiic?i?g?iir?h 95:33,? whistles ?32333:? smith ?525331;? 25 Special depreciation allowance for qualified listed property placed in service during the tax year and used more than 50% in a qualified business use .. 25 26 Property used more than 50% in a qualified business use: 2 27 Property used 50% or less in a qualified business useAdd amounts in column lines 25 through 27. Enter here and on line 21, page 1 I 28 29 Add amounts in column line 26. Enter here and on line 7, page 1 .. I 29 Section - Information on Use of Vehicles Complete this section for vehicles used by a sole proprietor, partner, or other "more than 5% owner,? If you provided vehi those vehicles. 3 :les to your employees, first answer the questions in Section to see if you meal or related person. an exception to completing this section for 30 31 32 Total business/luv Vehicle lb) Vehicle (cl estment miles driven during the Vehicle year (do not incl Total commutin miles driven during the year Total other pers nal (noncommuting) miles d?ven 33 Total miles driv during the year. Add lines 30 ugh 32 .. 34 Was the vehicle 36 during off-duty Was the vehicle than 5% owner ls another vehic use? .. ld) Vehicle (el Vehicle (fl Vehicle de commuting miles) .. available for personal use Yes iours? .. used primarily by a more Dr raiated person? .. available for personal Answer these quest Section - Questions for Employers Who Provide Vehicles for Use by Their Employees .ons to determine if you meet an exception to completing Section for vehicles used by employees who are not more than 5% owners or related pe rsons. 37 Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting, by your Yes No employees? .. 38 Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by your employees? See the instructions for vehicles used by corporate officers, directors, or 1% or more owners 39 Do you treat all Ilse of vehicles by employees as personal use? .. 40 Do you provide more than five vehicles to your employees, obtain information from your employe as about the use of the vehicles. and retain the information received? .. 41 Do you meet the requirements concerning qualified automobile demonstration use? Note: if your answer "Yes," do not complete Section for the covered vehicles. I Part Amortization . a lb) (9) cl costs Dare amortization Amortizable Code Amnmmion Amortization begins ?mum 599"? period or percentage it" this year 42 Amortization of .osts that begins during your 2010 tax year: 43 Amortization of rests that began before your 2010 tax year .. 43 44 Total. Add amo in column (9. See the instructions for where to report .. 44 016252 12-21-10 Form 4562 (2010) 21150412 7961 52 148 08041 2010.05070 CROSSROADS POLIC 0 8 0 4 1?2 i This documeht was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Exhib This document was obtained and uploaded by the Center for Responsive Politics (OpenSecretsorg) )applicable) to TAX RETURN FILING INSTRUCTIONS FORM 990 PUBLIC DISCLOSURE COPY FOR THE YEAR ENDING Prepared for CROSSROADS GRASSROOTS POLICY STRATEGIES 45 N. HILL DRIVE NO. VA 20186 100 Prepared by ATCHLEY ASSOCIATES, LLP 6850 AUSTIN CENTER BLVD, STE 180 AUSTIN, TX 78731-3129 Amount due NOT APPLICABLE or refund Make check NOT APPLICABLE payable to Mail tax return and check (if NOT APPLICABLE Return must be mailed on or before NOT APPLICABLE Special Instructions THIS COPY OF THE RETURN IS PROVIDED ONLY FOR PUBLIC DISCLOSURE PURPOSES . HAS BEEN REMOVED. ANY CONFIDENTIAL INFORMATION REGARDING LARGE DONORS 100941 05-01-11 This document was obtained and uploaded by the Center for Resp onsive Politics (OpenSecrets.org) em990 PUBLIC DISCLOSURE COPY CHANGE OF ACCOUNTING PERI Return of Organization Exempt From Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Co bene?t trust or private foundation) Income Tax is (except black lung OMB No. 1545-0047 2011 The organization may have to use a copy of this return to satisfy state reporting requirements. For the 2011 caliendar year, or tax year beginning JUN 1 2 0 and ending DEC 3 1 2 0 Check Name Of organization Employer identification number eppilcable: sees CROSSROADS GRASSROOTS POLICY STRATEGIES Damage DOir 9 Business Number and street (or P.0. box if mail is not delivered to street address) Room/suite Telephone number Ella?? 45 N. HILL DRIVE 100 202?559?6428 41:11?? City or town, state or country, and ZIP 4 Gross receipts mtg?? WARRENTON VA 2 0 1 8 6 H(a) Is this a group return pending Name and address of principal officer:STEVEN LAW for affiliates? El Yes No SAME AS ABOVE H(b) Are all affiliates included?I:Yes No Tax-exempt statLS: 501(c)(3) LXJ 501(c)( 4 (insert no.) L__l 4947(a)(1) 0r 527 If attach a list. (see instructions) Website: - - ORG H(c) Group exemption number Formoforganization: LXJCorporation ITrust I [Association L_l Other I Year of formation: 2 0 1 0) State of legal domicile: VA IT?art I) Summ ary a, 1 Briefly describe the organization?s mission or most significant activities: ENGAGING IN PUBLIC COMMUNICATIONS AND DIRECT CONTACT WITH INTERE STED CONSTITUENC IES TO 2 Check thi box if the organization discontinued its operations or disposed of mo 'e than 25% of its net assets. 5 a Number voting members of the governing body (Part VI. IIne Ia) .. 3 5 4 Number 0 independent voting members Of the governing body (Part VI, line 1b) 4 3 3 5 Total num er of individuals employed in calendar year 2011 (Part V, line 2aVOIUnteers (estimate if necessarY) .. 5 0 7 a Total unr ated business revenue from Part Oolumn (C), line 12 7a 0 . Net unrel ted business taxable income from Form 990-T, line 34 .. 7b 0 . Prior Year Current Year a: 8 Contributions and grants (Part lineihProgram service revenue (Part IIne 2glnvestmer't income (Part column (A), lines Other revenue (Part column (A), lines 5, 6d, 8e, 9e, 10c, and 11eTotal revenue - add lines 8 through 11 (must equal Part column (A). line 12Grants and similar amounts paid (Part IX, column (A), lines 1-Benefits paid to or for members (Part IX, column (A), line 4) 0 . 0 . 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-1016a Professional fundraising fees (Part IX, column (A), line HeTotal fundraising expenses (Part IX, column (D), line 25Other expenses (Part IX, column (A), lines 11a-11d, 11f-24eTotal expenses. Add lines 13-17 (must equal Part IX, column (A), line 25Revenue less expenses. Subtract line 18 from line eginning of Current Year End of Year RS 20 TotalaseetsleanX.IIne16) .. 6,178.412- 12.189.002- 21 Total Iiabiities (Part x. Iine 26Net assets or fund balances. Subtract line 21 from line Part II Signature Block Under penalties of per) true, correct, and com ury, I declare that have examined this return, including accompanying schedules and state alete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge. ants, and to the best of my knowledge and belief, it is Sign SIQHFIUIB of officer Date Here STEVEN LAW PRESIDENT Type or print name and title Print/Type preparer?s name Pr parer's signature Date pheck PTIN Paid EN . ATCHLEY @gg?e?g {355:} 4/12/ 12 P00238005 Preparer Firm's name ATCHLEY Sc ASSOCIATES LLP 5' FirmUSE 0an Firm's adcress 6 8 5 0 AUSTIN CENTER BLVD STE 1 8 AUSTIN, TX 78731?3129 Phoneno. (512)346-2086 May the IRS discuss this return with the preparer shown above? (see instructions) 132001 01-23-12 LH A For Paperwork Reduction Act Notice, see the separate instructions. SEE SCHEDULE 0 FOR ORGANIZATION MISSION STATEM. Form 990 (2011) ENT CONT I NUAT I ON This documeht was Obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Form 990 (2011) CROSSROADS GRASSROOTS POLICY STRATEGIES 27?2753378 pagez I Part Statement of Program Service Accomplishments Check fSchedule 0 contains a response to any question in this Part ., 1 Briefly describe the organization's mission: CROSSROADS GRASSROOTS POLICY STRATEGIES IS A PUBLIC POLICY ADVOCACY ORGANIZATION THAT IS DEDICATED TO EDUCATING, EQUIPPING, AND ENGAGING AMERICAN CITIZENS TO TAKE ACTION ON IMPORTANT ECONOMIC AND LEGISLATIVE ISSUES THAT WILL SHAPE OUR FUTURE. THE VISION OF 2 Did the organization undertake any significant program services during the year which were listed on the prior Form 990 or ago-E2? ., Chas No If "Yes," describe these new services on Schedule 0. 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? EYes No if "Yes," describe these changes on Schedule 0. 4 Describe the organizatiOn's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the to tai expenses, and revenue, if any, for each program service reported. (Code: 397,208. (Expenses 3 Including grants oi (Revenue CROSSRCEZDS GPS CONDUCTS RESEARCH TO DETERMINE OW VARIOUS DEMOGRAPHIC GROUPS RESPOND TO CURRENT NATIONAL POLICY ISSUE S, WHAT PRIORITIES AND CONCERN INCLINE lD TO TAKE ACTION ON THROUGH GRASSROOTS THEY HAVE, AND WHICH PUBLIC POLICY ISSUES THEY MIGHT BE MOST ARTICIPATION. CROSSROADS GPS ALE r0 SPONSORS POLICY RESEARCH ON IGNIFICANT ISSUES, ESPECIA .LLY THOSE THAT ARE CURRENTLY TED BUT ARE LIKELY TO HAVE A SUBSTANTIAL IMPACT ON GOVERNMENT POLICYM AKING IN THE FUTURE. (Code: THE ORG (Expenses Including grants of$ 5 0 1 PROMOTES SOCIAL WELFARE PURPOS 0 0 0 (Revenue 5 ES OF NONPROFIT 501C GROUPS THAT SHARE SIMILAR MISSIONS. (Code: 19,472,632. (Expenses 5 including grants oi (Revenue THE ORGANIZATION CONDUCTS PUBLIC COMMUNICATIONS AND BUILDS GRASSROOTS TO INFLUENCE POLICYMAKING OUTCOMES THROUGH GRAS SROOTS MOBILIZATION AND ADVOCAC IY. THE FOCUS OF THESE ADVOCACY EFFORTS AY INCLUDE LEGISLATION, BUDGET PRIORITIES, REGULATIONS, PUBLIC HEARINGS AND INVESTIGATIONS, AND OTHER POLICYMAKING ACTIVITIES. THE ORGANIZATION ALSO ENGAGES CITIZENS TO PARTICIPATE IN GRASSROOTS ADVOCACY ON PENDIN LEGISLATIVE ISSUES THROUGH PAID ADVERTISING, MAILINGS, E-MAILS, AND ADVOCACY TOOLS. 4d Other progra services (Describe in Schedule 0.) (Expenses including grants of (Revenue 4e Total progra('n service expenses 132002 02-09-12 21390412 796 48 08041 2 2011.03040 CROSSROADS Form 990 (201 1) 9RASSROOTS POLIC 08041__2 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Form 990 (2011) CROSSROADS GRASSROOTS POLICY STRATEGIES 27?2753378 pages I ?art Checklist of Required Schedules Yes No 1 is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? It "Yes. Schedule A .. 1 2 Is the organization reqUired to complete SChedUle 5: SChedUle of Contributors? .. 2 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in apposition to candidates for public of?ce? lt "Yes. complete Schedule C. Partl .. a 4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities. or have a ection 501 election in effect during the taiyear? ll "Yes, complete Schedule 0. Pelt ll .. 4 A 5 Is the organi tlon a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives memb rship dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Pan? ll 5 6 Did the organzation maintain any donor advised funds or any similar funds or accounts for wh ch donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Ye complete Schedule D, Part I 6 7 Did the organ zation receive or hold a conservation easement, including easements to preserv open space, the environm nt, historic land areas, or historic structures? If "Yes, complete Schedule D, Pa ll 7 8 Did the organ zation maintain collections of works of art, historical treasures, or other similar a sets? If "Yes, complete Schedule 0. art a 9 Did the organ zation report an amount in Part X, line 21', serve as a custodian for amounts not sted in Part or provide credit couns ing, debt management, credit repair, or debt negotiation services? If "Yes," com lete Schedule D, Part IV 9 10 Did the organ zation, directly or through a related organization, hold assets in temporarily restri ted endowments, permanent endowments. or Quasi-endowments? lf "Yes, complete Selleo?Ule D. Perl .. 10 11 If the organization's answer to any of the following questions is "Yes," then complete Schedul D, Parts VI, VII, IX, or as applicable. a Did the organ zation report an amount for land, buildings, and equipment in Part X, line 10? If es, complete Schedule D, Part VI .. 11a Did the organ zation report an amount for investments - other securities in Part X, line 12 that i 5% or more of its total assets reported in Part X. line 16? ll complete SChedU/e D: Pall .. 1113 Did the organ zation report an amount for investments - program related in Part X, line 13 that i 5% or more of its total assets repode in Part X. line 16? If "Yes. complete Schedule D. Perl .. 11c F) Did the organzzation report an amount for other assets in Part X, line 15 that is 5% or more of i total assets reported in Part x. line 16? If "Yes. complete Schedule 0; Pet IX ., 11d Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete hedule D, Part 11e Did the organ zation's separate or consolidated financial statements for the tax year include a otnote that addresses the organizatit n's liability for uncertain tax positions under FIN 48 (A30 740)? If "Yes, comple Schedule D, PartX 111 12a Did the organ, ation obtain separate, independent audited financial statements for the tax yea If "Yes, complete Schedule 0. arts Xl. Xll, and .. 12a Was the orga ization included in consolidated, independent audited financial statements tort tax year? If "Yes," and it the organization answered "No" to line 12a, then completing Schedule D, Parts I, XII, and is optional 12}; 13 Is the organization a school described in section If "Yes," complete Schedule 13 143 Did the organization maintain an of?ce, employees, or agents outside of the United States? 14a Did the organization have aggregate revenues or expenses of more than $10,000 from grantm king, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign inv tments valued at $100,000 or more? If "Yes. complete Schedule F. Felts and .. 14b 15 Did the organ zation report on Part IX, column (A), line 3, more than $5,000 of grants or assista co to any organization or entity located outside the United States? If "Yes, complete Schedule F, Parts II and IV 15 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? lf ?Yes. complete Schedule F. Perle and .. 16 17 Did the organization report a total of more than $15,000 of expenses for professional fUDdraising services on Part IX, column (A). lines 6 and 116? ll "Yes. comPlEle SChedUle G. Perl .. 17 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part lines 1c and 8a? lf 'Yes, complete Schedule G: Perl ll .. 18 19 Did the organi ation report more than $15,000 of gross income from gaming activities on Part line 9a? If "Yes. complete SchEdule G. Part ., to 203 Did the organi ation operate one or more hospital facilities? If "Yes, complete Schedule i 20a If "Yes" to line 20a, did the organization attach a copLof its audited financial statements to this return? 20b A, Form 990 (2011) 132003 01-23-12 3 21390412 796448 08041 2011 . 03040 CROSSROADS GIRASSROOTS POLIC 08041_2 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Form 990 2011) CROSSROADS GRAS SROOTS POLICY STRATEGIES 27?2753378 Page4 Fart IV Checklist of Required Schedules (continued) Yes No 21 Did the organ zation report more than $5,000 of grants and other assistance to any governmert or organization in the United States on Part IX. column (A). line ll' "Yes," complete Selledule l. Pan?s lend ll .. 21 22 Did the organ'zation report more than $5,000 of grants and other assistance to individuals in ti United States on Part lX, column (A). lire 2? If "Yes: complete SChedUle l- Pan?s and "l .. 22 23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of he organization?s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule . .. 23 24a Did the organ zation have a tax-exempt bond issue with an outstanding principal amount of mo re than $100,000 as of the last day of the year. that was issued after December 31, 2002? If "Yes, answer lines 24b through 24d and complete Schedule K. ll go to line 25 .. 24a Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? .. 24b Did the organ zation maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? .. 24c Did the organzation act as an "on behalf of" issuer for bonds outstanding at any time during the year? 24d 25a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified rson during the year? ll complete Schedule L. Pelt .. 25a Is the organizTation aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's pn'or Forms 990 or 990 If "Yes, complete Schedule L. Part I .. 25b 26 Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part II 26 27 Did the organ zation provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selectiOn committee member, or to a 35% controlled ntity or family member of any of three a persons? ll "Yes. complete Schedule l-l Perl .. 27 28 Was the orga ization a party to a business transaction with one of the following parties (see Schedule L, Part lV instructionsf applicable filing thresholds, conditions, and exceptions): a A current or rmer officer, director, trustee, or key employee? If "Yes," complete Schedule L, lV 283 A family mem er of a current or former officer, director, trustee, or key employee? if "Yes, complete Schedule L, Part IV 28b An entity of ich a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trust e. or direct or indirect owner?? lf "Yes. complete SChedule l-l Perl lV .. 23c 29 Did the organ ation receive more than $25,000 in non-cash contributions? If ?Yes, complete 5 chedule 29 30 Did the organ ation receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions ll "Yes. complete Schedule .. 30 31 Did the organization liquidate, terminate, or dissolve and cease operations? ll "Yes. complete Schedule N. Perll .. 31 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?lf Yes, complete Schedule an ll .. 32 33 Did the organ ation own 100% of an entity disregarded as separate from the organization und er Regulations sections 301. 701-2 and 301 77016? If "Yes. complete Schedule B. Part I .. 33 34 Was the orga ization related to any tax-exempt or taxable entity? ll? "Yes. 60m lele SchedUle R. Parts ll. W. and V: line 7 A, 34 35a Did the organ ation have a controlled entity within the meaning of section 512(b)(13)? 35a Did the organization receive any payment from or engage in any transaction with a controlled tity within the meaning of section 51207103)? ll "Yes, Complete Schedule H. Per? ?4 line 2 . .. 35b 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-ch ritable related organization? ll "Yes. complete Schedule Fl. Part V. line 2 .. as A 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes, complete Schedule Fl, Part VI 37 38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, ines 11 and 19? Note. All 990 filers are required to complete Schedule 0 r. 38 Form 990 (2011) 132004 01-23-12 4 21390412 796448 08041 2011 . 03040 CROSSROADS GRASSROOTS POLIC 08041?2 This documelit was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) This docume Form 990 (2011) CROSSROADS GRASSROOTS POLICY STRATEGIES 27-2753378 pgg? Part Vi Statements Regarding Other IRS Filings and Tax Compliance Chec? if SCthU'e 0 contains a response to any Cluesmn i? this Part .. Yes No 1 1a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable 1a 3 1 Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable 1b Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? .. 1c 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statemer'ts, filed for the calendar year ending with or within the year covered by this return 2a If at least one is reported on line 2a, did the organization file all required federal employment ta returns? 2b Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions) 3a Did the organization have unrelated business gross income of $1,000 or more during the year? 33 If "Yes." has ?led a Form 990-T for this year? lf "No. provide an explanation in Schedule 0 .. 3b 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial unt in a foreign country (such as a bank account, securities account, or other financial account)? 4a If "Yes," enterthe name of the foreign country: See instructions for filing requirements for Form TD 9022.1, Report of Foreign Bank and Fin ancial Accoums. 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax (ear? 5a Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b if to line 5a or 5b. did the organization file Form .. 50 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contribut one that were not tax deductible? .. 6a If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? .. 6b 7 Organizatio that may receive deductible contributions under section 170(c). a Did the organlz tion receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? 7a If "Yes." did he organization notify the donor of the value of the goods or services provided? I. 7b 0 Did the organization sell, exchange, or otherwise dispose of tangible personal property for whizh it was required to file Form a 282? ., 7c 3 If "Yes," indi te the number of Forms 8282 filed during the year I 7d I Did the organization receive any funds, directly or indirectly, to pay premiums on a personal be nefit contract? 7e Did the organization, during the year, pay premiums, directly or indirectly, on a personal beneft contract? 7f If the organization received a contribution of quali?ed intellectual property, did the organization file Form 8899 as required? 79 A If the organization received a contribution of cars, boats. airplanes. or other vehicles, did the organization file a Form 1098-0? 7h A 8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizat ons. Did the supporting A organization, 0 a donor advised fund maintained by a sponsoring organization, have excess business hold at any time during the year? 3 9 Sponsoring organizations maintaining donor advised funds. a bid the organization make any taxable distributions under section 4966? . N. 9a Did the organizatiOn make a distribution to a donor, donor advisor, or related person? 9b 10 Section 501(c)(7) organizations. Enter: a initiation fees and capital contributions included on Part line 12 10a Gross receipts, included on Form 990, Part line 12, for public use of club facilities ., 10b 11 Section 501(c)(12) organizations. Enter: a Gross income from members or shareholders 113 Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) .. 11b 12a Section 494? non-exempt charitable trusts. Is the organization filing Form 990 in lieu 0 Form 1041 12a If "Yes," enter the amount of tax-exempt interest received or accrued during the year I 12b 13 Section 501(c)(29) qualified nonpro?t health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? 13a Note. See the instructions for additional information the organization must report on Schedule 0. Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans .. 13b Enter the amount of reserves on hand 130 14a Did the organization receive any payments for indoor tanning services during the tax year? 143 . If "Yes," has tfiled a Form 720 to report these payments? If "No, provide an explanation in Schedule 0 .. 14b Form 990(2011) 132005 01-23-12 5 21390412 796448 08041 2011 . 03040 CROSSROADS GRASSROOTS POLIC 0804l_2 nt was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Form 990 2011 CROSSROADS POLICY STRATEGIES 27?2 753 37 8 pages ove nance, Management, and Disclosure For each "Yes" response to fin as 2 through 7b below, and fora "No" response to line ta, 8b, or 10b below, describe the circumstances, processes, or changes in Soho jute 0. See instructions. Check fSchedule 0 contains a response to any question in this Part Vi "Section A. Governing Body and Management Yes No 1a Enter the number of voting members of the governing body at the end of the tax year 1a 5 If there are ma rial differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule 0. Enter the nu ber of voting members included in line 1a, above, who are independent 1b 3 2 Did any offic r, director, trustee, or key employee have a family relationship or a business relat onship with any other officer. direct r. trustee. or key employee? ., 3 Did the organ zation delegate control over management duties customarily performed by or under the direct supervision of officers, di ctors, or trustees, or key employees to a management company or other person? 4 Did the organ'zation make any significant changes to its governing documents since the prior =orm 990 was filed? Did the organ'zation become aware during the year of a significant diversion of the organization's assets? 6 Did the organ zation have members or stockholders? Ta Did the organ zation have members, stockholders, or other persons who had the power to elect or appoint one or more member of the governing body? .. Are any goveljnance decisions of the organization reserved to (or subject to approval by) members, stockholders, or Persons other than the governing .. 7b 8 Did the organization contemporaneously documenfthe meetings held or written actions undertaken during the year by the following: a The governing body? .. Each committee with authority to act on behalf of the governing body? 9 Is there any officer, director, trustee, or key employee iisted in Part VII, Section A, who cannot De reached at the organization's ma_iliLng address? if prOVi'de the names and addresses in SChedUle 0 .. 9 Section B. Poli cies (This Section requests information about policies not required by the internal Revenue Code103 10a Did the organzation have local chapters. branches. or affiliates? .. If "Yes," did 9 organization have written policies and procedures governing the activities of such chapters, affiliates, 3 and branches to ensure their operations are consistent with the organization's exempt purposes? 10b 11a Has the orga ization provided a complete copy of this Form 990 to all members of its governing body before filing the form? 11a Describe in hedule the process, if any, used by the organization to review this Form 990. 12a Did the organ ation have a written con?ict of interest policy? If "No, go to fine 13 Were officers, rectors, or trustees, and key employees required to disclose annually interests that could giiy Did the organ zation regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule 0 how this was done .. 12c 13 Did the organization have a written whistlelolower policy? .. 13 14 Did the organization have a written document retention and destruction policy? 14 15 Did the process for determining compensation of the following persons include a review and a proval by independent persons, com oarability data, and contemporaneous substantiation of the deliberation and deci ion? a The organization's CEO. Executive Director. or top management of?cial .. 15a Other officers or key employees of the organization .. 15b If "Yes" to line 15a or 15b, describe the process in Schedule 0 (see instructions). 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar a ngement with a taxable entity during the year? .. 16a If "Yes," did the organization follow a written policy or procedure requiring the organization to aluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard th organization's .. 128 3 rise to conflicts? 12b NM NM exempt status with respect to such arrangements? .. 16b Section C. Disclosure 17 List the states with which a copy of this Form 990 is required to be filed NONE 18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501 only) available for public inspection. Indicate how you made these available. Check all that apply. Own site Another's website Upon request 19 Describe in hedule 0 whether (and if so, how), the organization made its governing documerts, conflict of interest policy, and financial statements a ilable to the public during the tax year. 20 State the na physical address, and telephone number of the person who possesses the bo and records of the organization: .i CALEB OSBY 202?559?6428 1401 NE YORK AVE . NW, WASHINGTON, DC 20005 01-23-12 Form 990 (2011) 6 21390412 796 48 08041 2011.03040 CROSSROADS GRASSROOTS POLIC 08041?2 This documeht was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Form 990 (2011) CESROAPS (Eart Vll Corn ensation of Officers, Directors, Trustees, Key Employees, Hi Empl yees, and Independent Contractors Check Schedule 0 contains a response to any question in this Part VII 0 List all of the rganization's current officers, directors, trustees (whether individuals or organiz (D), (E), and (F) if no compensation was paid. organization's current key employees, if any. See instructions for definition of "k ation's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organizati and any related organizations. rganization's former officers, key employees, and highest compensated emplo as who received more than $100,000 of 'ation from the organization and any related organizations. rganization's former directors or trustees that received, in the capacity as a fo mer director or tmstee of the organization, Enter -0- in column 0 List all of the 0 List the organiz compensation (Box 5 0 List all of the reportable compen: Section A. Officei's, Directors, Trustees, Key Employees, and Highest Compensated Employe as 13 Complete this tab; for all persons required to be listed. Report compensation for the calendar year ending wit more than $10,000 of reportable compensation from the organization and any related organizations. 0 List all of the T: List persons in the and former such pa Check this be EGI ES ghest Compensated employee." 27?2753378 if neither the organization nor any related organization compensated any curre officer, director, or trustee. Page 7 or within the organization?s tax year. ations), regardless of amount of compensation. ollowing order: individual tmstees or directors; institutional trustees: officers; key employees: highest compensated employees; (A) (B) (D) (E) (F) Name and Title Average one Report ble Reportable Estimated hours per box. unless person is both an compen ation compensation amount of ek officer and a director/trustee) fro from related other (describe th organizations compensation hours for 3 organization from the related a organization organizations and related in Schedule 42 a .7, organizations 0) ea (1) STEVEN LAW PRESIDENT 48.00 468,083. 129,775. 5,077. (2) SALLY VASTOLA SECRETARY (3) BOBBY 1.00 0. 0. 0. (4) CALEB CROSB TREASURER (ASO 12/08/11) 20.00 16,000. 16,000. 0. (5) ROB COLLINS DIRECTOR 1.00 0. 0. 0. (6) MARGEE CL TREASURER (THRU 12/08/11) 20.00 0. 0. 132007 01-23-12 Form 990 (201 1) 7 21390412 796448 08041 2011.03040 CROSSROADS GRASSROOTS POLIC 08041?2 This document was obtained and uploaded by the Center for Resp onsive Politics (OpenSecrets.org) Form 990 (2011) CROSSROADS GRASSROOTS POLICY STRATEGIES 27-2753378 PageB lPart Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensat cl Employees (continued) (A) (B) (Cl (D) (E) (F) Name and title Average (do not ?33332,? one Reportable Reportable Estimated hours per box, unless person is both an compensation compensation amount of week officer and a director/trustee) from from related oth er (describe .2 the organizations compensation hours for 3 organization from the related organization organizations 3 3i; and related in Schedule 5 Ed organizations 0) 1b Sub-total .. 484.083- 145.775. 5.077. Total from continuation sheets to Part Vii, Section Totalladdlines1band1cl .. 484.083- 145.775. 5.077. 2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the orgz?zation 1 Yes No 3 Did the organi ation list any former officer, director, or trustee, key employee, or highest compensated employee on line if "Ye complete Schedule for such individual .. a 4 For any indivi ual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related or anizations greater than $150,000? If "Yes," complete Schedule for such individual 4 5 Did any perso listed on line 1a receive or accrue compensation from any unrelated organizaticn or individual for services rendered to organization? If "Yes, complete Schedule for person .. 5 Section B. independent Contractors 1 Complete this table for your fiVe highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. (A) (B) (0) Name and business address Descr ption of services Compensation CROSSROADS MEDIA LLC 6 6 CANAL CENTER PLAZA, STE 555, ALEXANDRIA, VA 22314 MEDIA SERVICES 19,777,068. TARGETED VICTORY PO BOX 2187, ARLINGTON, VA 22202 MEDIA SERVICES 1,105,000. HOLTZMAN VOGEL PLLC 4 5 NORTH HILL DRIVE STE. 100, WARRENTON, VA 21086 LEGAL SERVICES 321,933. MCKENNA ASSOC IATES LLC 2 3 2 1 NORTH CONSULTING S: KENTUCKY STREET, ARLINGTON, VA 22205 FUNDRAISING SERVICES 265 000 . UPGRADE FILMS 3299 STREET NW, STE 200 I WASHINGTON DC 20007 MEDIA SERVICES 228 125. 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of from the organization 5 Form 990 (2011) 132008 01-23-12 8 21390412 796448 08041 2011 . 03040 CROSSROADS GRASSROOTS POLIC 08041_2 This document was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Form 990 (2011) CROSSROADS GRASSROOTS POLICY STRATEGIES 27-2753378 Page9 Part St tement of Revenue (A) (B) (C) (D) A Total revenue elated or. Unrelated exernpt function busmess tax under revenue revenue 890111005 512. 513, or 514 12% 1 a Federated campaigns .. 1a 38 Membership dues .. 1b g5 .. 1c Related organizations 1d Government grants (contributions) 1e 3 .5 All other contributions, gifts, grants, and .35 similar amounts not included above Noncash contributions included In lines 1a?1l?: 05 Total.Addiinesia-1f .. 23.402.003- Business Code All other program service revenue Total. Add lines 2a-2f .. 3 Investm nt income (including dividends, interest, and other ilar amounts) .. 4 income rem investment of tax-exempt bond proceeds 5 Royaltie .. (D Real (ii) Personal 6 a Grossr .. Less: re tal expenses Rental i come or (loss) Net rent Iincome or (loss) .. 7 a Gross a cunt from sales of Securities (ii) Other assets her than inventory Less: 0 st or other basis and sal expenses Gain or loss) .. Net gai or (loss) .. 4, 8 a Gross in ome from fundraising events (not includin of contrib ions reported on line 10). See a Part IV. neiB .. a Less: di ect expenses .. Net inc 6 or (loss) from fundraising events .. 9 3 Gross in ome from gaming activities. See 50919 a Less: di ct exeenses Net inc or (loss) from gaming activities .. 10 a Gross ies of inventory, less returns and aim ances .. a Less: tof goods sold .. Net income or (loss) from sales of inventory .. Miscellaneous Revenue Business Code 11 a I other .. s" Total. Add lines 11a-11d .. 12 Total revenue. See instructions. 28 402 008ms? 01-23-12 9 Form 990(2011) 21390412 796448 08041 2011 . 03040 CROSSROADS POLIC 08041?2 This documeLt was obtained and uploaded by the Center for Responsive Politics (OpenSecrets.org) Form 990 (2011) CROSSROADS GRASSROOTS POLICY STRATEGIES 27?2753378 [339310 [Part Statement of Functional Expenses Section 501(c)(3) an 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D). i Check if Schedule 0 contains a response to any question in this Part IX 21390412 796A 148 08041 10 2011.03040 CROSSROADS mi .. Do not include amc unts re orted on lines 6b, - . . 7b, 813,913, and 10k of PartpVIIl. ?ta'exi?enses eagerness 8258829 1 Grants and other assistance to governments and organizations in the United States. See Part iv, line Grants and other assistance to individuals in the United States. See Part IV, line 22 3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 4 Benefits paid to or for members 5 Compensatior of current officers, directors, trustees,and