I Form Department of the Treasury Internal Revenue Serv1ce EXTENDED TO AUGUST 17, 2015 Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Do not enter social security numbers on this form as it may be made public. Information about Form 990 and its instructions is at OMB NO 1545-0047 Open to Public Inspection A For the 2014 calendar year, or tax year begin_ning and ending $321213 Name of organization Employer identification number NATIONAL RIGHT TO WORK LEGAL DEFENSE 9335335 AND EDUCATION FOUNDATION INC . 21133376 Domg busmess as SEE SCHEDULE 0 59?15888 25 121313 Number and street (or P.0. box it mail IS not delivered to street address) Room/snite Telephone number rF?I?ii?r'n/ 8001 ROAD 600 703?321?8510 gtgg'm City or town, state or provmce, country, and ZIP or foreign postal code Gross receipts(211.1?? SPRINGFIELD VA 22160 H(a) Is this a group return C1335 "ca" Name and address of prinCipal officer:MARK A . MIX for subordinates? :IYes '3 No pending SAME AS ABOVE Are all NO I Tax- exempt status 5] 501(c)(3 501( (insert no.) 4947(a)(1) or :1 527 If attach a list. (see instructions) Website: H(c) Group exemption number Form of organization: Corporation :1 Trust Assomation Other} LPart I Summary I Year of formation: 1 9 7 5 State of legal domicde: Nc q, 1 Briefly describe the organization's ITIISSIOR or most Significant actiVities LEGAL AID DEFENDING WORKERS FROM ABUSES OF COMPULSORY UNIONISM 2 Check this box if the organization discontinued Its operations or disposed of more than 25% of its net assets. ?g 3 Number of voting members of the governing body (Part VI, line 1a) 3 15 C3 4 Number of independent voting members of the governing body (Part VI, line 1b) 4 13 Na; 5 Total number of IndIVlduaIS employed In calendar year 2014 (Part V, line 2a) 5 49 :33: 6 Total number of volunteers (estimate if necessary) 6 13 C19 7 a Total unrelated busmess revenue from Part column (C), line 12 7a <21 .781 . Net unrelated busmess taxable income from Form 990-T, line 34 7b <21 781 . Prior Year Current Year Q, 3 Contributions and grants (Part Ilne 1h) 7,237,355. 6.222.194. E2: 9 Program sewice revenue (Part line 296%3, 10 Investment Income (Part column (A), lines Other revenue (Part column (A), lines 5, 6d, 80, SC, 10c, and 11aTotal revenue - add lines 8 through 11 (must equal Part column (A), line 12Grants and 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 bene?ts (Part IX, column (A), lines 51016a Professmnal fund raismg fees (Part IX, column (A), line He) 0 0 . g- Total fundraismg expenses (Part IX, column (D), line 25) 289 615 . "u 17 Other 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 12 2 . 266 599 1,487,138 . ?g Beginning of Current Year End of Year 20 Total assets (PartX line16) 20 575 810, 22 036 841. $3 21 Total (Pan x, Ilne 26) 1 522 126. 1 590 809 . Net assets or fund balances Subtract lane 21 from line Part II Signature BlockA Under penalties of perjury, true, correct, and complet ,including accompanying schedules and statements, and to the best of my [knowledge and belief, it IS ochr) is based on all information of which preparer has any knowledge! I 713??: Signat?re of 0 Sign icer Date I Here MARK A. PRESIDENT Type or print name and title Print/Type preparer's name Date check PTIN Paid JOAN 1.1- RENNER CPA RENNER CPA 7- 30" I 5 lstainampluired P00456765 Preparer Firm's name RENNER AND COMPANY CPA P.C EIN 54?1493950 Use Only Firm's address 700 NORTH FAIRFAX ST, SUITE 400 NE VE- EIV EL) ALEXANDRIA VA 22314 F?hjoite no 703 535?1200 May_the IRS discuss this return With thep?parer shown above? (see 8.. AUG It It MHF. a. Yes :1 No 432001 11-07-14 LHA For Paperwork Reduction Act Notice, see the separate ns 'uctions. a Form 990 (2014) OGDEN, 07 0A NATIONAL RIGHT TO WORK LEGAL DEFENSE Forr'n 990 (2014) . AND EDUCATION FOUNDATION INC. 59?1588825 Page 2 Part Statement of Program Sewice Accomplishments Check if Schedule 0 contains a response or note to any line In this Part . 1 Briefly describe the organization?s missmn' THE FOUNDATION IS A NONPROFIT, CHARITABLE ORGANIZATION PROVIDING FREE LEGAL AID TO EMPLOYEES WHOSE HUMAN OR CIVIL RIGHTS HAVE BEEN VIOLATED BY ABUSES OF COMPULSORY UNIONISM. THE FOUNDATION SUPPORTS LITIGATION TO ENFORCE AND EXPAND LEGAL RIGHTS AND 2 Did the organization undertake any Significant program servuces during the year which were not listed on the prior Form 990 or I:]Yes No If "Yes," describe these new sewices on Schedule 0 3 Did the organization cease conducting, or make Significant changes in how it conducts, any program serwces" No If "Yes," describe these changes on Schedule 0. 4 Describe the organization's program serwce accomplishments for each of its three largest program serwces. as measured by expenses Section 501(c)(3) and 501(c)(4) organizations are reqUIred to report the amount of grants and allocations to others, the total expenses, and revenue, if a?y. for each program semice reported 4a (Code (Expenses including grants 01$ 3 000 . (Revenue 35 8 5 2 9 . THE FOUNDATION PROVIDES LEGAL ASSISTANCE TO WORKERS SUFFERING FROM ABUSES OF COMPULSORY UNIONISM IN HUNDREDS OF CASES NATIONWIDE. 4b (Code (Expenses including grants of (Revenue THE FOUNDATION CONDUCTS A PROGRAM OF INFORMING WORKERS, FOUNDATION SUPPORTERS AND THE PUBLIC OF RIGHTS TO BE FREE FROM ABUSES OF COMPULSORY UNIONISM AND OF LEGAL RECOURSE AVAILABLE TO WORKERS TO SECURE SUCH RIGHTS. 40 (Code (ExPenses 414 741 . including grants of 106 5 00 . (Revenue THE FOUNDATION CONDUCTS AN EDUCATIONAL PROGRAM, INCLUDING PUBLICATIONS AND SPONSORING DISCUSSION GROUPS, FORUMS PANELS AND LECTURES, AND MAY PROVIDE EDUCATIONAL AID THROUGH SCHOLARSHIPS GRANTS OR OTHER FORMS OF FINANCIAL ASSISTANCE TO NEEDY OR MERITORIOUS STUDENTS, PARTICULARLY THOSE WHO REQUIRE ASSISTANCE BECAUSE THEIR PARENTSI JOBS OR JOB OPPORTUNITIES HAVE BEEN CURTAILED OR DENIED AS A RESULT OF COMPULSORY UNIONISM, AND STUDENTS WHO HAVE DEMONSTRATED AN ACTIVE INTEREST IN DEFENDING HUMAN AND CIVIL RIGHTS SECURED BY LAW. 4d Other program serwces (Describe in Schedule 0.) (Expenses 5 including grants of (Revenue 4e Total program servnce expenses 5 541 1 96 . Form 990 (2014) 432002 11-07-14 4 08570729 783690 1364.001 2014.04010 NATIONAL RIGHT TO WORK LEGA 1364_021 NATIONAL RIGHT TO WORK LEGAL DEFENSE Fo?n990(2dun . AND EDUCATION FOUNDATION INC. 59?1588825 Pames Bart IVTGhecklist 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 B, Schedule of Contributors? 2 3 Did the organization engage in direct or indirect political campaign actiwties on behalf of or in opposition to candidates for public Office? If "Yes, complete Schedule C, Part I 3 4 Section 501(c)(3) organizations. Did the organization engage in lobbying actiwties, or have a section 501 election in effect during the tax year? If "Yes, complete Schedule C, Part ll 4 5 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or Similar amounts as defined in Revenue Procedure 98-19? If "Yes, complete Schedule C, Part Ill 5 6 Did the organization maintain any donor adwsed funds or any Similar funds or accounts for which donors have the right to provide adwce on the distribution Or investment Of amounts in such funds or accounts? If "Yes, complete Schedule D, Part I 6 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the enwronment, historic land areas, or historic If "Yes, complete Schedule D, Part II 7 8 Did the organization maintain collections Of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part 8 9 Did the organization report an amount in Part line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X, or prOVIde credit counseling, debt management, credit repair, or debt negotiation sewices? lf' 'Yes, complete Schedule D, Part IV 9 10 Did the organization, directly or through a related organization hold assets in temporarily restricted endowments, permanent endowments, or quaSI-endowments? If "Yes," complete Schedule D, Part 10 1 1 If the organization?s answer to any Of the followmg questions is "Yes," then complete Schedule D, Parts VI, VII, IX, or as applicable a Did the organization report an amount for land, buddings, and eqUIpment in Part X, line 10? ll "Yes," complete Schedule D, Part Vl 11a Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If Yes, complete Schedule D, Part 11b 0 Did the Organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes, complete Schedule D, Part 11c Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes, complete Schedule D, Part IX 11d Did the organization report an amount for other liabilities in Part X, line 25? If "Yes, complete Schedule D, Part 11e Did the organization' 3 separate or consolidated financial statements for the tax year include a footnote that addresses the organization?s liability for uncertain tax posmons under FIN 48 (A80 740)? If Yes, complete Schedule D, Part 11f 123 Did the organization Obtain separate, independent audited financial statements for the tax year? If "Yes, complete Schedule 0, Parts Xl and 12a Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes, and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and is optional 12b 13 Is the organization a school described in section If "Yes, complete Schedule 13 14a Did the organization maintain an office, employees, or agents outSIde of the United States? 14a Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraismg, busmess, investment. and program semce actIVities OUtSlde the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes, complete Schedule F, Parts land lV 14b 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other to or for any foreign organization? If ?Yes, complete Schedule F, Parts ll and IV 15 16 Did the organization report on Part IX, column (A), line 3, more than 000 Of aggregate grants or other a33istance to or for foreign individuals? If "Yes, complete Schedule F, Parts Ill and IV 16 17 Did the organization repOit a total of more than $15,000 of expenses for professmnal fundraismg semces on Part IX, column (A), lines 6 and 11e? If "Yes, complete Schedule G, Part I 17 18 Did the organization report more than $15,000 total of fundraismg event gross income and contributions on Part lines 10 and 8a? If "Yes, complete Schedule G, Part ll 18 19 Did the organization report more than $15, 000 of gross income from gaming activmes on Part line 9a? If "Yes, complete Schedule G, Part Ill 19 20a Did the organization operate one or more hospital faCiIities? lr' "Yes, corriplete Schedule 20a If "Yes" to line 20a, did the Ojanization attach a copy of its audited financial statements to this return? 20b Form 990 (2014) 432003 11-07-14 5 08570729 783690 1364.001 2014.04010 NATIONAL RIGHT TO WORK LEGA 1364_021 NATIONAL RIGHT TO WORK LEGAL DEFENSE Forrn 990 (20.14) - AND EDUCATION FOUNDATION INC . Page 4 Bart lVthecklist of Required Schedules (continued) Yes No 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If "Yes, complete Schedule I, Parts land ll 21 22 Did the organization report more than $5,000 of grants or other aSSIstance to or for domestic indiwduals on Part IX. column (A) line 2? If "Yes, complete Schedulel, Parts and Ill 22 23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization? 5 current and former officers, directors, trustees, key employees, and highest compensated employees? lf' '"Yes, complete Schedule 23 24a Did the organization have a tax-exempt bond issue With an outstanding prinCIpal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? ll Yes, answer lines 24b through 24d and complete Schedule K. lf go to line 25a 24a Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 24b Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? 24c Did the organization act as an ?on behalf of" issuer for bonds outstanding at any time during the year? 24d 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction With a disqualified person during the year? If "Yes, complete Schedule L, Partl 25a Is the organization aware that it engaged in an excess benefit transaction With a disqualified person in a prior vear, and that the transaction has not been reported on any of the organization? prior Forms 990 or If "Yes, complete Schedule L, Partl 25b 26 Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? lf "Yes," complete Schedule Part ll 26 27 Did the organization prowde a grant or other a55istance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes, complete Schedule L, Part 27 28 Was the organization a party to a busmess transaction With one of the followmg parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): a A current or former officer, director, trustee, or key employee? If "Yes, complete Schedule L, Part IV 28a 1: A family member of a current or former officer, director, trustee, or key employee? If "Yes, complete Schedule L, Part IV 28b An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes, complete Schedule L, Part IV 28c 29 Did the organizati0n reCeive more than $25,000 in non-cash contributions? If "Yes, complete Schedule 29 30 Did the organization receive contributions of art, historical treasures, or other srmilar assets, or qualified conservation contributions? If "Yes, complete Schedule 30 31 Did the organization liqUidate, terminate, or dissolve and cease Operations? If "Yes, complete Schedule N, Partl 31 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets??r "Yes, complete Schedule N, Part ll 32 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301 7701 -2 and 301 7701 If "Yes, complete Schedule H, Partl 33 34 Was the organization related to any tax- exempt or taxable entity? If "Yes, complete Schedule H, Part ll, or IV, and Part V, line 1 34 35a Did the organization have a controlled entity Within the meaning of section 512(b)(13)? 35a If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction With a controlled entity Within the meaning of section 512(b)(13)? If "Yes, complete Schedule Fl, Part V, line 2 35b 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non- charitable related organization? If "Yes, complete Schedule Fl, Part V, line 2 36 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 prowde explanations in Schedule 0 for Part VI, lines 11b and 19? Note. All Form 990 filers a_re reqUIred to complete Schedule 0 38 Form 990 (2014) 432004 11-07-14 6 08570729 783690 1364.001 2014.04010 NATIONAL RIGHT TO WORK LEGA l364_021 NATIONAL RIGHT TO WORK LEGAL DEFENSE Forrn 990 (2014) AND EDUCATION FOUNDATION INC. 59?1588825 Part Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule 0 contains a response or note to any line in this Part Page 5 Yes No 1a Enter the number reported in Box 3 of Form 1 096 Enter -0- if not applicable 1a 26 Enter the number of Forms W-2G included In line ?la. Enter -0- if not applicable 1b 0 Did the organization comply With backup Withholding mles for reportable payments to vendors and reportable gaming (gambling) Winnings to prize Winners? 10 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements. filed for the calendar year ending With or Within the year covered by this return 23 49 If at least one is reported on line 2a, did the organization file all reqwred federal employment tax returns? 2b Note. If the sum of lines 1a and 2a is greater than 250. you may be requ1red to e-file (see instructions) 3a Did the organization have unrelated busmess gross income of $1,000 or more during the year? 3a If "Yes," has it filed a Form 990-T for this year? If "No, to line 3b, provrde an explanation rn 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 finanCIaI account In a foreign country (such as a bank account, securities account, or other finanCIal account)? 4a )1 If "Yes," enter the name of the foreign country See instructions for filing requrrements for Form 114, Report of Foreign Bank and FinanCIaI Accounts (FBAR). 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a Did any taxable party notify the organization that it was or IS a party to a prohibited tax shelter transaction? Sb If "Yes,? 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 what any contributions that were not tax deductible as charitable contributions? 6a If "Yes," did the organization include With every soIiCItation an express statement that such contributions or gifts were not tax deductible? 6b 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and serwces prowded to the payor?? 7a If "Yes," did the organization notify the donor of the value of the goods or servrces prowded? 7b Did the organization sell, exchange, or othervvise dispose of tangible personal property for which it was requrred to file Form 8282? 76 If ?Yes." indicate 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 benefit contract? 7e Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 7f If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as requ1red? 79 if the organization received a contribution of cars. boats, airplanes, or other vehicles, did the organization file a Form 1098-0? 7h 8 Sponsoring organizations maintaining donor advised funds. Did a donor adVIsed fund maintained by the sponsoring organization have excess busrness holdings at any time during the year? 8 9 Sponsoring organizations maintaining donor advised funds. a Did the sponsoring organization make any taxable distributions under section 4966? 9a Did the sponsoring 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 Vlli, line 12 10a Gross receipts, included on Form 990, Part Vlli, line 12, for public use of club faculties 10b 11 Section 501(c)(12) organizations. Enter' a Gross income from members or shareholders 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 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041 12a If "Yes," enter the amount of tax-exempt interest received or accrued during the year 12b 13 Section 501(c)(29) qualified nonprofit 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 13c 14a Did the organization receive any payments for indoor tanning sewices during the tax year? 14a If "Yes,? has it filed a Form 720 to report these payments? If "No, prowde an explanation rn Schedule 0 14b Form 990 (2014) 432005 11-07-14 08570729 783690 1364.001 7 2014.04010 NATIONAL RIGHT TO WORK LEGA 1364_021 . NATIONAL RIGHT TO WORK LEGAL DEFENSE Form 990 (2014) . AND EDUCATION FOUNDATION INCJ Pace 6 I Part VI I Governance, Management, and Disclosure For each "Yes? response to lines 2 through 7b below, and fora "No" response to line 8a, 8b, or 1 Ob below, describe the Circumstances, processes, or changes in Schedule 0 See instructions. Check if Schedule 0 contains a response or note to any line 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 15 If there are material 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 number of voting members included in line 1 a, above, who are independent 1b 13 2 Did any officer, director, trustee, or key employee have a family relationship or a busmess relationship With any other officer, director, trustee, or key employee? 2 3 Did the organization delegate control over management duties customarily performed by or under the direct superVISion of officers, directors. or trustees, or key employees to a management company or other person? 3 4 Did the organization make any Significant changes to its governing documents Since the prior Form 990 was filed? 4 5 Did the organization become aware during the year of a Significant diver3ion of the organization?s assets? 5 6 Did the organization have members or stockholders? 6 7a Did the organization have members, stockholders, or other persons who had the power to elect or appomt one or more members of the governing body? 7a Are any governance of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? 7b 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the followmg. a The governing body? Ba Each committee With authority to act on behalf of the governing body? Sb 9 Is there any officer, director, trustee. or key employee listed in Part VII, Section A, who cannot be reached at the wization's mailing address? If "Yes, prowde the names and addresses in Schedule 0 9 1; Section B. Policies (T his Section requests information about policres not reqwred by the lntemal Revenue Code) Yes No 10a Did the organization have local chapters, branches, or affiliates? 103 If "Yes," did the organization have written p0 lC eS and procedures governing the actiwties of such chapters, affiliates, and branches to ensure their operations are con5istent With the organization?s exempt purposes? 10b i 11a Has the organization prowded a complete copy of this Form 990 to all members of its governing body before filing the form? 11a 2: Describe in Schedule 0 the process, if any, used by the organization to reView this Form 990. 12a Did the organization have a written conflict of interest policy? If "No, go to line 13 12a Were officers, directors, or trustees, and key employees reqmred to disclose annually interests that could give rise to conflicts? 12b Did the organization regularly and con3istent y 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 whistleblower policy? 13 14 Did the organization have a written document retention and policy? 14 15 Did the process for determining compensation of the followmg persons include a reVIew and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decnsnon? a The organization's CEO, Executive Director, or top management Of?flClaI 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). 163 Did the organization invest in, contribute assets to, or partICIpate in a lomt venture or Similar arrangement With a taxable entity during the year? 16a i If ?Yes," did the organization follow a written policy or procedure requmng the organization to evaluate its particupation in iomt venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status With respect to such 16b Section 0. Disclosure 17 List the states With which a copy of this Form 990 is required to be filed 01Section 6104 reqUIreS an organization to make its Forms 1023 (or 1 024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available for public inspection Indicate how you made these available Check all that apply Own webSIte I: Another's webSIte Upon request Other (explain in Schedule 0) 19 Describe in Schedule 0 whether (and if so, how) the organization made its governing documents, conflict of interest policy, and ?nanced statements available to the public during the tax year. 20 State the name, address, and telephone number of the person who possesses the organization?s books and records THE FOUNDATION 703?321-8510 8001 BRADDOCK ROAD NO 600 SPRINGFIELD VA 22160 432003 11-07-14 SEE SCHEDULE 0 FOR FULL LIST OF STATES Form 990 (2014) 8 08570729 783690 1364.001 2014.04010 NATIONAL RIGHT TO WORK LEGA 1364_021 NATIONAL RIGHT TO WORK LEGAL DEFENSE Form 990 2014 . AND EDUCATION FOUNDATION INC. 59-1588825 Page 7 Compensation of Officers, Directors. Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule 0 contains a response or note to any line in this Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated EmJaloyees 1a Complete this table for all persons requrred to be listed Report compensation for the calendar year ending or Within the organization?s tax year 0 List all of the organization's current officers, directors, trustees (whether indivrduals or organizations), regardless of amount of compensation Enter -0- in columns (D), (E), and (F) if no compensation was paid. 0 List all of the organization's current key employees, if any See instructions for definition of "key employee." 0 List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received report- able compensation (Box 5 of Form and/or Box 7 of Form 1099-MISC) Of more than $100,000 from the organization and any related organizations. 0 List all of the organization?s former Officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations 0 List all of the organization's former directors or trustees that received, in the capacrty as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations List persons in the followrng order' indivrdual tmstees or directors, institutional trustees; officers; key employees, highest compensated employees; and former such persons. E) Check this box if neither the organization nor any related organization compensated any current officer. director. or trustee. 08570729 783690 1364 .001 (A) (B) (C) (D) (E) (F) Name and Title Average (do not $825133: than one Reportable Reportable Estimated hours per box, unless person is both an compensation compensation amount Of week of?cer and a director/trustee) from from related other (list any 3 the organizations compensation hours for 15.3 organization from the related 2 099-MISC) organization organizations 5-: r: g? and related below L3, organizations line) 2 a 52? as (1) REED E. LARSON 0.40 TRUSTEE 0 . 0 . 0 . (2) MARKA. MIX 37.50 138 967. 0. 20 B45. (3) STEVE ANTOSH 0,40 TRUSTEE 0 . 0 . 0 . (4) PATTY BUFFETT 0 . 4 0 TRUSTEE 0 . . 0 . (5) SANDRA CRANDALL 0 . 40 TRUSTEE 0 . 0 . 0 . (6) EVA LYNNE DISBRO 0.40 TRUSTEE 0 . 0 . 0 . (7) WILLIAM H. DUROSS 20.00 TRUSTEE 16,000. 0. 2,400. (8) BRENT L. REYNOLDS 0.40 TRUSTEE 0 0 . 0 . (9) FREDERICK FOWLER 10) ETHELMAE . HUMPHREYS 0 . 4 0 TRUSTEE 0 . 0 . 0 . (11) MARK MCGRANE 0.40 TRUSTEE 0 . 0 . 0 . (12) DUNCAN SCOTT 1.00 CHAIRMAN 0 . 0 . 0 . (13) CHARLES R. SERIO 0.40 TRUSTEE 0 . 0 . 0 . (14) VICTOR SENESE 1 . 0 TRUSTEE 0 . 0 . 0 . (15) KIRK SHELLEY 0.40 TRUSTEE 0 0 . 0 . (16) RAYMOND LAJEUNESSE JR 40.00 DIR 177 723. 0. 28 324. (17) PATRICK T. SEMMENS 40.00 VP 81 668. 0. 19 620. 432007 11-07-14 Form 990 (2014) 9 2014.04010 NATIONAL RIGHT TO WORK LEGA 1364_021 NATIONAL RIGHT TO WORK LEGAL DEFENSE Form 990 (2014) . AND EDUCATION FOUNDATION INCPage 3 Earl: I Section A. Officers. Directors, Trustees, Key Em oloyees, and Highest Compensated Employeeggontmued) (A) (B) (C) (D) (E) (F) Name and title Average (do not cfg?ggihm one Reportable Reportable Estimated per box. unless person is both an compensation compensation amount Of week Of?cer and a director/trustee) from from related other (?St any the organizations compensation hours for 3 organization from the related organization organizations 5 and related below if? a a organizations (18) B. CAMERON 40.00 STAFF ATTORNEY 153.825. 0. 46 529. (19) G. TAUBMAN 40.00 STAFF ATTORNEY 160,494. 0. 45 033. (20) M. CHAPPELL 40.00 STAFF ATTORNEY )1 158,260. 0. 45,899. (21) R. CLAIR 40.00 CORP COUNSEL 152,386. 0. 48,679. . (22) J. RAUDABAUGH 40.00 STAFF ATTORNEY 152,713. 0. 12 286. 1b Sub-total 1 192 036. o. 269 615. Total from continuation sheets to Part VII, Section Total (add lines 1b and 1c) 1,192,036. 0. 269,615. 2 Total number of indiwduals (Including but not limited to those listed above) who received more than $100,000 of reportable compensation from the Orqanlzation 12 Yes No 3 the organlzation list any former Officer. director, or trustee, key employee, or highest compensated employee on line 1a? lf Yes, complete Schedule for such indiwdual 3 4 For any indIVIdual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes, complete Schedule for such Indiwdual 4 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or indivrdual for sewices rendered to the organization? If "Yes, complete Schedule for such 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 Withln the organization?s tax year (A) (B) (0) Name and busnness address Description Of servnces Compensation BIG EYE DIRECT 13860 REDSKIN DRIVE HERNDOEJ VA 20171 PRINTING AND MAILING 138,610. MERRILL 11951 FREEDOM DRIVE, SUITE 1750, RESTON, VA 20193 INVESTMENT MANAGEMENT 105,336. 2 Total number of independent contractors (Including but not limited to those llsted above) who received more than $100,000 of compensation from the orqanlzation 2 Form 990 (2014) 432008 1 1-07- 14 10 08570729 783690 1364.001 2014.04010 NATIONAL RIGHT TO WORK LEGA 1364_021 NATIONAL RIGHT TO WORK LEGAL DEFENSE Form 990 2014) . AND EDUCATION FOUNDATION INC . Page 9 Part Statement of Revenue Check If Schedule 0 contaIns a response or note to any Me In thIs Part I: (A) (B) (C) (D) Total revenue Related Ol' Unrelated exempt functIon busmess secIIons revenue revenue 512 - 514 *2 .3 1 a Federated campaIgns 1a 3 8 dues 1b 65: FundraIsmg events 1c 3:3 :2 Related organIzatIons . 1d gig Government grants (contrIbutIons) 1e .32 All other contrIbutIons, ngts, grants, and ,3 E. SImIlar amounts not Included above 1f 6 222 194. Noncash contrIbutIons Included In IInes 1a-222 194. Business Code 8 2 a COURT AWARDED FEES 541100 358 529. 358 529. 5 .. 0' All other program serVIce revenue 9 Total. Add lInes 2a?2f 358 529 . 3 Investment Income (IncludIng dIVIdends, Interest, and other 354 351. 376_132. 4 Income from Investment of tax-exempt bond proceeds 5 RoyaltIes (I) Real (II) Personal 6 a Gross rents 85 656. Less rental expenses 12 942 . Rental Income or (loss) 72 714 . Net rental Income or (lossGross amount from sales of (I) SecurItIes (II) Other assets other than Inventory 11 447 266 . Less cost or other and sales expenses 10 781 408 . GaIn or (loss) 665 858. Net gaIn or(loss) 665,858. 665 858. a, 8 a Gross Income from fundraIsmg events (not Including of contrIbutIons reported on ?no lo). See 5 Part IV, Me 18 a Less dIrect expenses 0 Net Income or (loss) from fundraIsmg events 9 a Gross Income from gamIng actIVItIes See Part IV, Me 19 a Less. dIrect expenses Net Income or (loss) from gamIng actIVItIes 10 a Gross sales of Inventory, less returns and allowances a Less cost of goods sold Net Income or (loss) from sales of Inventory MIscellaneous Revenue Business Code 11 a All other revenue Total. Add IInes 11a?1 1d 12 Total revenue.See InstructIons. 7 673 646. 358 529. <21 781. 1 114 704. 17%?34 an1990(2014) 11 08570729 783690 1364.001 2014.04010 NATIONAL RIGHT TO WORK LEGA 1354_021 NATIONAL RIGHT TO WORK LEGAL DEFENSE Form 990(2014) . AND EDUCATION FOUNDATION INC. 59?1588825 Paqe10 Bart IX Statement of Functional Expenses Sectron 501(c)(3) and 501(c)(4) organrzatlons must complete all columns. All other organizatrons must complete column (A) Check If Schedule 0 contams a resinonse or note to any Ime In Part not Include amounts rep arrad on "n95 6b? Total expenses Program servnce Management and 7b, 8b, 9b, and 10b of Part 1 Grants and other to domestic organizations and domestic governments. See Part IV, line Grants and other aSSIstance to domestic See Part IV, line 22 3 Grants and other as5Istance to organlzatlons, foreign governments, and foreign IndIVIduals See Part IV, lines 15 and 16 4 Benefits pald to or for members 5 Compensation of current of?cers, dlrectors, trustees, and keyemployees 485,548. 462,790. 12,520. 10,238. 6 Compensation not Included above, to dlsquahfled persons (as defined under section 4958(l)(1)) and persons described In sectlon 4958(c)(3)(B) expenses general expenses expenses 7 Othersalanes and wages 2 747,851. 2,620,587. 70 840. 56,4_24. 8 Pensnon plan accruals and COI?ltl?lbUthl?lS (Include 401(k) and 403(b) employer 381 874 . 377,395 . 3,879 . 600 . 9 Otheremployee bene?ts 84 382. 83 342. 914. 126. 10 Payrolltaxes 214 014. 202 871. 6,250. 4,893. 11 Fees for sen/Ices (non-employees) a Management Legal 237 054. 237,054. Accounting 30,662. 30 662. Lobbying Professnonal fundralsmg serwces. See Part IV, line 17 Investment management fees 141 Other (If llne 11g amount exceeds 10% of Ime 25, column (A) amount, IIst line 119 expenses on 0.) 89 152. 60,922. 2 803. 25 427. 12 and promotion 103,527 . 103,527 . 13 O?lceexpenses 437 405. 371,759. 5,829. 59,817. 14 Informatlon technology 15 Royalties 16 Occupancy 189 271. 144,952. 30,393. 13,926. 17 Travel 141,083. 128 097. 5 469. 7 517. 18 Payments of travel or entertainment expenses for any federal, state, or local public of?crals 19 Conferences. conventions. and 20 Interest . . 6,000. 4 596. 963. 441. 21 Payments to affiliates 22 DepreCIatIon. depletion. and amortizatlon Insurance 61,041. 46,748. 9 802. 4 491. 24 Other expenses. Ilemlze expenses not covered above. (Llst miscellaneous expenses In llne 24a. lf line 24a amount exceeds 10% of line 25, column (A) amount, IlSl Ime 24e expenses on Schedule 0.) 3 DATA PROCESSING 21,874. 19 955. 1 919. LITIGATION COSTS 352,692. 352,692. 0 MAILING SERVICES 151,096. 53,_017. 98 079. DUES AND SUBSCRIPTIONS 101 983. 97,442. 1 061. 3,480. Allotherexpenses 52,754. 22,559. 29,327. 868. 25 6,186 508. 5,541,196. 355 697. 289 615. 26 Joint costs. Complete this line only If the organlzatlon reported In column (B) 10ml costs from a comblned educational campalgn and fundralsmg solucrtatlon. Check here .r followunqSOP 98-2 (A80 953-720) 2 59 3584 2004 432010 11-07?14 Form 990 (2014) 1 2 08570729 783690 1364 . 001 2014 . 04010 NATIONAL RIGHT TO WORK LEGA 1364_021 NATIONAL RIGHT TO WORK LEGAL DEFENSE Fon0990l20141 . AND EDUCATION FOUNDATION INC. 59?1588825 Paxe11 Bart Balance Sheet Check if Schedule 0 contains a response or note to any line in this Part I: M) (m Beginning of year End of year 1 Cash - non-Interest-bearlng Sawan and temporary cash investments Pledges and grants receivable, net 3 4 Accounts receivableLoans and other receivables from current and former officers. directors, trustees, key employees, and highest compensated employees Complete Part II of Schedule 5 6 Loans and other receivables from other disquali?ed persons (as de?ned 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 :2 employees? benefICiary organizations (see instr). Complete Part II of 6 a 7 Notes and loans receivable, net 7 8 Inventories for sale or use . 8 9 Prepaid expenses and deferred charges 10a Land, and eqUIpment: cost or other baSlS. Complete Part VI of Schedule 103 1 054 609 . Less: accumulated depreCIation 10b 504 677 . 470 240 . 10c 549 .932 . 11 Investments - publicly traded securities Investments - other securities See Part lV, line 11 12 13 Investments - program-related See Part IV, line 11 13 14 Intangible assets 14 15 Other assets. See Part IV, line11 383 756. 15 583 755. 16 Tota_l_assets. Add lines1 through 15 (must equal line 34Accounts payable and accrued expenses Grants payable 18 19 Deferred revenue 19 2O Tax-exempt bond liabilities 20 21 Escrow or custodial account liability Complete Part IV of Schedule 21 3 2 Loans and other payables to current and former Officers, directors, trustees, 2 key employees, highest compensated employees, and disqualified persons Complete Part II of Schedule . 22 23 Secured mortgages and notes payable to unrelated third parties Unsecured notes and loans payable to unrelated third parties 24 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24) Complete Part of Schedule 352 495, 25 337,480. 26 Total liabilities. Add lines 17 through Organizations that follow SFAS 117 (ASC 958), check here and 3 complete lines 27 through 29, and lines 33 and 34. 27 Unrestricted net assets 283. 28 Temporarily restricted net assets 100 Permanently restricted net assets 274 . Organizations that do not follow SFAS 117 (ASC 958), check here '5 and complete lines 30 through 34. 43 30 Capital stock or trust principal, or current funds 30 2 31 Paid-in or capital surplus, or land. budding, or equment fund 31 32 Retained earnings. endowment, accumulated income. or other funds 32 33 Total net assets orfund balances 19 053 684. 33 20446032. 34 Total liabilities and net assets/fund balances Form 990 (2014) 432011 11-07-14 08570729 783690 1364. 001 13 2014.04010 NATIONAL RIGHT TO WORK LEGA 1364_021 NATIONAL RIGHT TO WORK LEGAL DEFENSE Form 990 (2014) AND EDUCATION FOUNDATION INC . 59-158 8825 I Part XI I Reconciliation of Net Assets Check if Schedule 0 contains a response or note to any line In this Part Total revenue (must equal Part column (A), line 12) 7 673 646. Total expenses (must equal Part IX, column (A), line 25) .186. 508. Revenue less expenses. Subtract line 2 from line 1 1 487. 138. Net assets or fund balances at beginning of year (must equal Part X, line 33, column 19. 053. 684, Net unrealized gains (losses) on investments <94 790.7 Donated sewices and use of faCtIItleS Investment expenses Prior period adjustments (Other changes in net assets or fund balances (explain In Schedule 0) Net assets or fund balances at end of year Combine lines 3 through 9 (must equal Part X, line 33, column C3 20. 446 . Part Financial Statements and Reporting Check if Schedule 0 contains a response or note to any line in this Part XII 2a 3a Accounting method used to prepare the Form 990: El Cash Accrual Other If the organization changed its method of accounting from a prior year or checked "Other," explain In Schedule 0 Were the organization's finanCIal statements compiled or reVIewed by an independent accountant? If "Yes," check a box below to indicate whether the finanCial statements for the year were compiled or renewed on a separate ba3is, consolidated or both- [3 Separate has Consolidated Both consolidated and separate baSlS Were the organization's finanCial statements audited by an independent accountant? If "Yes," check a box below to indicate whether the finanCIal statements for the year were audited on a separate bas:s, consolidated basis, or both Separate ba5is Consolidated Both consolidated and separate base If "Yes" to line 2a or 2b. does the organization have a committee that assumes responSIbility for overSight of the audit, reVIew, or compilation of its finanCIal statements and selection of an independent accountant?? If the organization changed either its over3ight process or selection process during the tax year, explain in Schedule 0 As a result of a federal award, was the organization reqUired to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-1 339 . If "Yes," did the organization undergo the reqUired audit or audits? If the organization did not undergo the reqUIred audit or audits, explain why in Schedule 0 and describe any steps taken to undergo such audits Yes 2a 2b 2c 3a 3b 432012 1 1-07-14 08570729 783690 1364.001 14 2014.04010 NATIONAL RIGHT TO WORK LEGA 1364__021 Form 990 (2014) SCHEDULE A . OMB No 1545-0047 (Form 990 6r 990-52) Public Charity Status and Public Support 2014 Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. Department at the Treasury Attach to Form 990 or Form 990-51 Open to Public '?tema' Revenue sew'ce Information about Schedule A (Form 990 or 990-EZ) and its instructions is at Name of the organization NATIONAL RIGHT TO WORK LEGAL DEFENSE Employer identification number AND EDUCATION FOUNDATION INCL 59?1588825 LPart I Reason for Public Charity Status (All organizations must complete this part) See Instructions The organization is not a private foundation because it is. (For lines 1 through 11, check only one box #00104 10 11 El CI El A church, convention of churches. or assocuation of churches described in section A school described in section (Attach Schedule E) A hospital or a cooperative hospital serwce organization described In section A medical research organization operated in conjunction With a hospital described in section Enter the hospital's name, City, and state. An organization operated for the benefit of a college or univerSity owned or operated by a governmental unit described in section (Complete Part II.) A federal, state, or local government or governmental unit described in section An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section (Complete Part II.) A community trust described in section (Complete Part II) An organization that normally receives (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from actiwties related to its exempt functions - subject to certain exceptions. and (2) no more than 33 1/3% of its support from gross investment income and unrelated busmess taxable income (less section 511 tax) from busmesses achIred by the organization after June 30. 1975. See section 509(a)(2). (Complete Part An organization organized and operated excluswely to test for public safety. See section 509(a)(4). An organization organized and operated excluswely for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e. 11f, and 11g El Type I. A supporting organization operated, superwsed, or controlled by its supported organization(s), typically by giVing the supported organization(s) the power to regularly appomt or elect a majority of the directors or trustees of the supporting organization You must complete Part IV, Sections A and B. Type II. A supporting organization superwsed or controlled in connection With its supported organization(s), by havung control or management of the supporting organization vested in the same persons that control or manage the supported organization(s) You must complete Part IV, Sections A and C. Type functionally integrated. A supporting organization operated in connection With, and functionally integrated With, its supported organization(s) (see instructions) You must complete Part IV, Sections A. D, and E. El Type non-functionally integrated. A supporting organization operated in connection With its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution reqUirement and an attentiveness reqwrement (see instructions). You must complete Part IV, Sections A and D, and Part V. El Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type functionally integrated, or Type non-functionally integrated supporting organization. Enter the number of supported organizations Z: 9 Provrde the followung information about the supported organization(s). uoHN described on lines 19 ?5th your th organization (above or IRC section governing document? support (see 0 er support (see (see instructions? Yes NO Instructions) Instructions) Total LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. 432021 09-17-14 08570729 783690 1364. 001 15 2014.04010 NATIONAL RIGHT TO WORK LEGA l364_021 Schedule A (Form 990 or 990-EZ) 2014 NATIONAL RIGHT TO WORK LEGAL DEFENSE Schedule A Form 990 or 990- E2 2014 AND EDUCATION FOUNDATION Support Schedule for Organizations Described In Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) INC 59? 1588825 (Complete only If you checked the box on line 5, 7, or 8 of Part or If the organrzatron failed to qualify under Part If the organization fails to qualify under the tests IIsted below, please complete Part Section A. Public Support Calendar year (or fiscal year beginning in) 2011 Lc) 2012 2013 2014 Total 1 GIfts, grants, contrIbutIons, and fees received (Do not Includeany ?unusual grants 6?05.511, 5 630 306. 1,509.898. 7.237355. 6 222.194. 33 155 264. 2 Tax revenues levred forr the organ- rzatron's benefit and eIther paid to or expended on Its behalf 3 The value of serVIces or by a governmental unIt to the organrzatron wrthout charge 4 Total.Add IneS1through3 6,505,511. 5 630 306. 7,509 898, 7 287 355. 6,222,194. 33,155 264. 5 The portIon of total by each person (other than a governmental unIt or publicly supported organrzatron) Included on IIne 1 that exceeds 2% of the amount shown on IIne 11, column?) 2 406 427 6 Public Subtract line 5 from line 4 3 0 7 48 837 Section B. Total Support Calendar year (or fiscal year beginning in) 2010 2011 2012 2013 2014 Total 7 6 505,511. 5 630,306. 7.287.355. 6 222 194, 33 155 264. 8 Gross Income from Interest, dIVIdends. payments recered on securities loans, rents, royalties and Incomefrom SImIIarsources 362,802. 448 814. 385 0014 279.882. 427.065. 1.903.564. 9 Net Income from unrelated busrness whether or not the busmess Is regularly carried on 10 Other Income Do not Include gaIn or loss from the sale of caprtal assets (Explain In PartVl) 238 875. 216 567. 120 665. 1 167 071. 353 529. 2 101 707. 11 Total support. Add ?ms 7 through 10 37 160 535 . 12 Gross receIpts from related actIVItIes etc (see Instructions) 12 I 13 First five years. If the Form 990 Is for the organizatron' first, second third, fourth, or ?fth tax year as a section 501(c)(3) organrzatron, check the box and stop here El Section C. Computation of Public Support Percentage- 14 Publrc support percentage for 2014 (km 6, column dIVIded by line 11, column 14 82. 75 15 Publrc support percentage from 2013 Schedule A, Part ll1/3% support test- 2014. If the organizatlon dId not check the box on Irne 13 and Me 14 Is 33 1/3% or more, check the box and stop here. The organrzatIon as a publicly supported organization 33 113% support test - 2013. If the organrzatron did not check 16a, and line 15 Is 33 1/3% or more. check the box and stop here. The organlzatron qualifies as a supported organrzatron 17a 10% -facts- and- c-ircumstances test- 2014. If the organizatron dId not check a box on line 13. 16a, or 16bmore, and If the organrzatron meets the "facts-and-crrcumstances" test, check this box and stop here. Explarn In Part VI how the organrzatron meets the "facts-and-crrcumstances" test The organlzatIon as a publicly supported organization 10% -facts-and-circumstances test - 2013. If the organrzatron did not check a box on Me 13, 16a, 16b, or 17a, and line 15 Is 10% or 18 Private foundation. If the organrzatron did not check a box on line 13, 16a,_16b, 173, or 17b, check box and see Instructions more, and If the organrzatron meets the "facts-and-CIrcumstances" test, check this box and stop here. ExplaIn In Part VI how the organizatlon meets the "facts-and-cIrcumstances" test. The organrzatron qualIfies as a publicly supported organIzatIon 432022 09- 1 7-14 08570729 783690 1364. 001 16 >[Zl >Cl Schedule A (Form 990 or 990-EZ) 2014 2014.04010 NATIONAL RIGHT TO WORK LEGA l364_021 Schedule A (Form 990 or 990-EZ) 2014 Page 3 Part Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II Section A. Public Support Calendar year (or fiscal year beginning in) (a12010 2011 2012 2013 2014 Total 1 Gifts, grants, contributions, and membership fees received (Do not include any "unusual grants 2 Gross receipts from merchandise sold or serwces per- formed, or faculties furnished in any actiwty that is related to the organization's tax-exempt purpose 3 Gross receipts from activrties that are not an unrelated trade or bus- iness under section 513 4 Tax revenues leVIed for the organ- ization's benefit and either paid to or expended on its behalf 5 The value of serwces or faculties furnished by a governmental unit to the organization Without charge 6 Total. Add lines 1 through 5 7a Amounts included on lines 1, 2. and 3 received from disqualified persons Amounts included on lines 2 and 3 received from other than disquali?ed persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year Add lines Ta and 7b 8 Public support (Subtractlineicfrom_lini26) Section B. Total Support Calendar year (ortiscal year beginning in) 2010 2011 2012 2013 2014 Total 9 Amounts from line 6 10a Gross income from interest, diVidends, payments received on securities loans, rents, royalties and income from Similar sources Unrelated busmess taxable income (less section 511 taxes) from busmesses acquned after June 30, 1975 Add lines 10a and 10b 11 Net income from unrelated busmess activmes not included in line 10b, whether or not the busmess IS regularly carried on 12 Other income Do not include gain or loss from the sale of capital assets (Explain in Part VI 13 Total support. (Add ?hes 9, 10C, 11, and 12) 14 First five years. If the Form 990 is for the organization?s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here .. I: Section C. Computation of Public Support Percentage 15 Public support percentage for 2014 (line 8, column diVided by line 13, column 15 16 Public support percentage from 2013 Schedule A, Part line 15 16 Section D. Computation of Investment Income Percentage 17 Investment income percentage for 2014 (line 100, column dwided by line 13, column 17 18 Investment income percentage from 2013 Schedule A, Part line 17 1B 19a 33 1/3% support tests - 2014. If the organization did not check the box on line 14, and line 15 is more than 33 and line 17 is not more than 33 check this box and stop here. The organization quali?es as a publicly supported organization 33 113% support tests - 2013. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 and line 18 is not more than 33 check this box and stop here. The organization quali?es as a publicly supported organization I: 20 Private foundation. If the organization did not check a box on line 14, 193g19b, check this box and see instructions 432023 09-17-14 Schedule A (Form 990 or 990-EZ) 2014 1 7 08570729 783690 1364.001 2014.04010 NATIONAL RIGHT TO WORK LEGA NATIONAL RIGHT TO WORK LEGAL DEFENSE Schedule A (Form 990 or 990-EZ) 2014 AND EDUCATION FOUNDATION INC 59 - 15 888 25 Page 4 I Part IV I Supporting Organizations (Complete only if you checked a box on line 11 of Part If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and If you checked 11c of Part I, complete Sections A, D. and If you checked 11d of Part I, complete Sections A and D, and complete Part V) Section A. All Supporting Organizations Yes No 1 Are all of the organization's supported organizations listed by name In the organization's governing documents? If "No" describe in Part VI how the supported organizations are desrgnated. lI desrgnated by class or purpose, descnbe the desrgnation If historic and continurng relationship, explain 1 2 Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)9 ll "Yes, explain in Part VI how the organization determrned that the supported organization was described in section 509(a)( 1) or (2) 2 3a Did the organization have a supported organization described in section 501(c)(4), (5), or If "Yes, answer and (0) below 3a Did the organization confirm that each supported organization qualified under section 501(c)(4). (5), or (6) and satisfied the public support tests under section If ?Yes, describe in Part VI when and how the organization made the determination. 3b Did the organization ensure that all support to such organizations was used excluswely for section 170(c)(2) (B) purposes? If "Yes, explain in Part VI what controls the organization put in place to ensure such use. 3c 4a Was any supported organization not organized in the United States ("foreign supported organization")? If "Yes" andrf you checked 1 1a or 11b in Part I, answer and below 4a Did the organization have ultimate control and discretion in deCIding whether to make grants to the foreign supported organization'7 If "Yes, descnbe in Part VI how the organization had such control and discretion despite being controlled or supervrsed by or in connection With its supported organizations 4b 0 Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or If "Yes, explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusrvely for section 170(c)(2)(B) purposes 40 5a Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes, answer and below (if applicable). Also, provrde detail in Part VI, including the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, the authority under the organization '8 organizmg document such action, and (iv) how the action was accomplished (such as by amendment to the organizrng document) 5a Type I or Type II only. Was any added or substituted supported organization part of a class already desrgnated in the organization's organizmg document? 5b Substitutions only. Was the substitution the result of an event beyond the organization?s control? 5c 6 Did the organization proinde support (whether in the form of grants or the pl?OVlSlon of serwces or to anyone other than its supported organizations, that are part of the charitable class benefited by one or more of its supported organizations, or other supporting organizations that also support or benefit one or more of the filing organization?s supported organizations? If "Yes, prowde detail in Part VI. 6 7 Did the organization provrde a grant, loan, compensation, or other srmilar payment to a substantial contributor (defined in IRC a family member of a substantial contributor, or a 35-percent controlled entity With regard to a substantial contributor? If "Yes, complete Part I of Schedule (Form 990). 7 8 Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line If "Yes, complete Part I of Schedule (Form 990). 8 9a Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or If Yes, provrde detail in Part VI. 93 Did one or more disquali?ed persons (as defined in line hold a controlling interest in any entity in which the supporting organization had an interest? If "Yes, provrde detail in Part VI. 9b Did a disqualified person (as defined in line have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If "Yes, provrde detail in Part VI. QC 103 Was the organization sublect to the excess busmess holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type ll supporting organizations, and all Type non-functionally integrated supporting organizations)? If "Yes, answer below. 10a Did the organization have any excess busrness holdings in the tax year? (Use Schedule C, Form 4 720, to deterrnine whether the organization had excess busmess holdings.) 10b 432024 09-17-14 schedule A (Form 990 or 2014 1 8 08570729 783690 1364 . 001 2014 . 04010 NATIONAL RIGHT TO WORK LEGA 1364_021 NATIONAL RIGHT TO WORK LEGAL DEFENSE Schedule A (Form 990 or QQO-EZ) 2014 AND EDUCATION FOUNDATION INC. 59?1588825 I Part IV I Supporting Organizations (continued) Page 5 1 1 Has the organization accepted a gift or contribution from any of the followmg persons? a A person who directly or indirectly controls, either alone or together With persons described in and (0) below. the governing body of a supported organization? A family member of a person described in above? 0 A 35% controlled entity of a person described in or above??lif Yes to a, b. or c, provrde detail in Part VI. Yes No 11a 11b 11c Section B. Type I Supporting Organizations 1 Did the directors. trustees, or membership of one or more supported organizations have the power to regularly appomt or elect at least a majority of the organization?s directors or trustees at all times during the tax year? If "No, describe in Part VI how the supported organization(s) effectively operated, supervrsed, or controlled the organization's activrties If the organization had more than one supported organization, describe how the powers to appornt and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if an y, applied to such powers dunng the tax year. 2 Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated. supeniised, or controlled the supporting organization? If "Yes, explain in Part VI how provrding such benefit carried out the purposes of the supported organization(s) that operated. supervrsed, or controlled the supporting organization. Yes No Section C. Type II Supporting Organizations 1 Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)? If describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s). Yes No Section D. Type Supporting Organizations 1 Did the organization prOVIde to each of Its supported organizations, by the last day of the fifth month of the organization?s tax year. (1) a written notice describing the type and amount of support prowded during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification. and (3) copies of the organization?s governing documents in effect on the date of notification, to the extent not prevrously prowded" 2 Were any of the organization?s officers. directors, or trustees either appointed or elected by the supported organization(s) or (ii) on the governing body of a supported organization? If "No, explain in Part VI how the organization maintained a close and continuous working relationship With the supported organization(s) 3 By reason of the relationship described in (2). did the organization's supported organizations have a Significant mice in the organization's investment polic:es and in directing the use of the organization?s income or assets at all times during the tax year? If "Yes, descnbe in Part the role the organization's supported organizations played in this regard. Yes NO Section E. Type Functionally-Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the ln tegral Part Test during the yearfsee a The organization satisfied the Activmes Test. Complete llne 2 below The organization is the parent of each of its supported organizations Complete line 3 below The organization supported a governmental entity Describe in Part VI how you supported a government entity (see instructions 2 ActIVIties Test Answer and below. a Did substantially all of the organization's actIVIties during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsrve'? If "Yes, then in Part VI Identify those supported organizatlons and explain how these actiwties directly furthered their exempt purposes. how the organization was responsrve to those supported organizations. and how the organization determined that these actiwtres constituted substantially all of its actiwties. Did the actiwties described In constitute actiwties that, but for the organization's involvement. one or more of the organization?s supported organization(s) would have been engaged in? If "Yes, explain in Part the reasons for the organization '3 posmon that its supported organization(s) would have engaged in these actiwties but for the organization '3 in volvement 3 Parent of Supported Organizations Answer and below. 3 Did the organization have the power to regularly appomt or elect a majority of the officers, directors, or trustees of each of the supported organizations? Prowde details in Part VI. Did the organization exerCIse a substantial degree of direction over the pOllCleS, programs, and actiwties of each of its supported organizations? If ?Yes." describe in Part the role played by the organization in this regard Yes 2a 2b 3a 3b 432025 09-17-14 Schedule A (Form 990 or 990-EZ) 2014 19 08570729 783690 1364. 001 2014.04010 NATIONAL RIGHT TO WORK LEGA 1364,021 NATIONAL RIGHT TO WORK LEGAL DEFENSE Schedule A (Form 990 or 990-EZ) 2014 AND EDUCATION FOUNDATION INC . 5 9 ?1588 8 2 5 Page 6 @rt Type Non-Functionally Integrated 509(a)(3) Supporting Organizations 1 I: Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov 20. 1970 See instructions. All other Type non-functiona?y integrated supporting organizations must complete Sections A through (B) Current Year Section A - Adjusted Net Income (A) Prior Year Joptional) Net short-term capital gain Recoveries of prior-year distributions Other gross income (see instructions) Add lines 1 through 3 Deprecration and depletion Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation. or maintenance of property held for production of income (see instructions) 7 Other expenses (see instructions) 8 Adjusted Net Income (subtract lines 5, 6 and 7 from line (B) Current Year (optional) Section - Minimum Asset Amount (A) Prior Year 1 Aggregate fair market value of all non-exempt-use assets (see for short tax year or assets held for part of year)- Average value of securities 1a Average cash balances 1b Fair market value of other non-exempt-use assets 10 Total (add lines 1a. 1b. and 1c) 1d Discount claimed for blockage or other factors (explain in detail in Part VI) 2 Acqursmon indebtedness applicable to non-exempt-use assets Subtract line 2 from line 1d Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, . see instructions) Net value of non-exempt-use assets (subtract line 4 from line 3) Multiply line 5 by 035 Recoveries of prior-year distributions Minimum Asset Amount (add line 7 to line 6) 0 (L If CD (?#0301 Section - Distributable Amount Current Year 1 Adjusted net income for prior year (from Section A, line 8, Column A) 2 Enter 85% of line 1 3 Minimum asset amount for prior year (from Section B, line 8. Column A) 4 Enter greater of line 2 or line 3 5 6 macaw?n Income tax imposed in prior year Distributable Amount. Subtract line 5 from line 4, unless subrect to emergency temporary reductronjsee instructions) 6 7 El Check here if the current year is the organization's first as a non-functionaIIy-integrated Type supporting organization (see instructions). Schedule A (Form 990 or 2014 432026 09-17-14 20 08570729 783690 1364.001 2014.04010 NATIONAL RIGHT TO WORK LEGA 1364_021 NATIONAL RIGHT TO WORK LEGAL DEFENSE Schedule A (Form 990 or 990-EZ) 2014 AND EDUCATION FOUNDATION INC. 59 ?1588 8 25 Page 7 LPart Type Non-Functionaly Integrated 509(a)(3) Supporting Organizations (continued) Section - Distributions Current Year 1 Amounts paid to supported organizations to accomplish exempt pugaoses 2 Amounts paid to perform actiVIty that directly furthers exempt purposes of supported organizations, in excess of income from actiwty 3 Administrative expenses paid to accomplish exempt purposes of supported organizations 4 Amounts paid to acqwre exempt-use assets 5 Qualified Set-aSIde amounts (prior IRS approval reqUIred) 6 Other distributions (describe in Part VI) See 7 Total annual distributions. Add lines 1 through 6. 8 Distributions to attentive supported organizations to which the organization is responswe (prowde details in Part VlLSee instructions Distributable amount for 2014 from Section C. line 6 10 Line 8 amount dwided by Line 9 amount (.0 (M Excess Distributions Underdistributions Distributable Section - Distribution Allocations (see instructions) Pre 2014 Amount for 2014 1 Distributable amount for 2014 from Section C, line 6 2 Underdistributions, if any, for years prior to 2014 (reasonable cause requured-see instructions) 3 Excess distributions carryover, if any, to 2014 From 2013 Total of lines 3a through Applied to underdistributions of prior years Applied to 2014 distributable amount Carryover from 2009 not applied (see instructions) Remainder Subtract lines 39, 3h, and Bi from 3f 4 Distributions for 2014 from Section D, line 7: Applied to underdistributions of prior years Applied to 2014 distributable amount Remainder Subtract lines 4a and 4b from 4. 5 Remaining underdistributions for years prior to 2014, if any Subtract lines 39 and 4a from line 2 (if amount greater than zero, see instructions) 6 Remaining underdistributions for 2014 Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) 7 Excess distributions carryover to 2015. Add lines 3] and 4c 8 Breakdown of line 7 a 9 II-I 0' Excess from 2013 Excess from 2014 Schedule A (Form 990 or 990-EZ) 2014 432027 09-17- 14 21 08570729 783690 1364.001 2014.04010 NATIONAL RIGHT TO WORK LEGA 1364__021 . NATIONAL RIGHT TO WORK LEGAL DEFENSE Schedule A (Form 990 or 990-EZ) 2014 AND EDUCATION FOUNDATION INC . 59 1 588 8 25 Page 8 1 Part VI Supplemental Information. Provnde the explanations reqwred by Part II, line 10, Part II, line 173 or 17b, and Part me 12. Also complete this part for any additional Information (See Instructions) FORM 990_ SCHEDULE A, PART II LINE 10: FEES AND EXPENSES RECOVERED IN LEGAL AID CASES UNDER FEE SHIFTING STATUTES SUCH AS 42 1983. 432025 09-17-14 Schedule A (Form 990 or 990-EZ) 2014 22 08570729 783690 1364.001 2014.04010 NATIONAL RIGHT TO WORK LEGA 1364_021 - . - OMB No 1545-0047 SCHEDULE D- Supplemental FinanCIal Statements (Form 990) I Complete if the organization answered "Yes" to Form 990. 2014 Part IV, line 6, 7, 8. 9,10,11a,11b, 11c, 11d,11e, 11f, 12a, or 12b. 0 bl' Department of the Treasury Attach to Form 990. I pen O. 'c Internal Revenue SeNice i Information about Schedule (Form 990) and its instructions is ?t "SPeCtm" Name of the organization NATIONAL RIGHT TO WORK LEGAL DEFENSE Employer identification number AND EDUCATION FOUNDATION INC. 59?1588825 Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or AccountS.Complete If the organization answered "Yes" to Form 990, Part IV, line 6 U'Icth?Od Donor adVIsed funds Funds and other accounts Total number at end of year Aggregate value of contributions to (during year) Aggregate value of grants from (during year) Aggregate value at end of year Did the organization inform all donors and donor adVIsors in writing that the assets held in donor adwsed funds are the organization's property, subiect to the organization's excluswe legal control? I: Yes No Did the organization inform all grantees, donors, and donor adVIsors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor adwsor, or for any other purpose conferring impermISSible p_rivate benefit? Yes No I Part II I Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (9.9 recreation or education) Preservation of a historically important land area I: Protection of natural habitat Preservation of a certified historic structure Preservation of open space 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 at the End ofthe Tax Year Total number 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 acqwred after 8/17/06, and not on a historic structure listed in the National Register 2d Number of conservation easements modified, transferred, released. or terminated by the organization during the tax year Number of states where property subject to conservation easement is located Does the organization have a written policy regarding the periodic monitoring, inspection, handling of Violations, and enforcement of the conservation easements it holds? :1 Yes I: No Staff and volunteer hours devoted to monitoring, inspecting, and enforcmg conservation easements during the year Amount of expenses incurred in monitoring, inspecting, and conservation easements during the year Does each conservation easement reported on line 2(d) above satisfy the reqUIrements of section and section . I: Yes No In Part describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicableJthe?text of the footnote to the organization's finanCIal statements that describes the organization's accounting for conservation easements Part Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered ?Yes" to Form 990, Part IV, line 8. 1a If the organization elected, as permitted under SFAS 116 (A80 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public servrce, provrde, in Part the text of the footnote to its finanCIal statements that describes these items. If the organization elected, as permitted under SFAS 116 (A80 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other Similar assets held for public exhibition, education, or research in furtherance of public sewice, prowde the followmg amounts relating to these items Revenue 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, prowde the followmg amounts reqUired to be reported under SFAS 116 (A80 958) relating to these itemS' a Revenue included in Form 990, Part line 1 Assets included in Form 990, Part LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2014 183333.11. 23 08570729 783690 1364.001 2014.04010 NATIONAL RIGHT TO WORK LEGA 1364_021 . . NATIONAL RIGHT TO WORK LEGAL DEFENSE Schedule (Form 990) 2014 AND EDUCATION FOUNDATION INC. 59?1588825 Page 2 '33? I O_rganizations MaintaininlCollections of Art, Historical Treasures, or Other Similar Assetggontmued) 3 Usmg the organization's accessmn, and other records, check any of the followmg that are a Significant use of its collection Items (check all that apply): a El Public exhibition Scholarly research :1 Preservation for future generations Loan or exchange programs Other 4 PrOVide a description of the organization's collections and explain how they further the organization's exempt purpose in Part 5 During the year, did the organization or receive donations of art. historical treasures, or other Similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection? I Part IV Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, Part IV. line 9, or reported an amount on Form 990, Part X, line 21. I: Yes 1a Is the organization an agent, trustee, custodian or other Intermediary for contributions or other assets not included on Form 990, Part X9 If "Yes." explain the arrangement in Part and complete the followmg table Beginning balance Additions during the year Distributions during the year Ending balance 2a Did the organization include an amount on Form 990, Part X. line 21, for escrow or custodial account liability? I: Yes If "Yes," explain the arrangement in Part Check here if the explanation has been prOVIded in Part PartV Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10 Amount No Current year Prior year Two years back Three years back Four years back 1a Beginning ofyearbalance 375,074. 331,071. 342 455. 369 769. 282,830. Contributions 50 . Net investment earnings, gains, and losses 23 632. 44,003. <11 384.> <27 364.> 86,939. Grants or scholarships Other expenditures for facrlities and programs 35 957 . Administrative expenses 9 End ofyear balance 362 749. 375,074. 331,071. 342,455. 369 769. 2 Provrde the estimated percentage of the current year end balance (line 19, column held as a Board deSignated or quaSI-endowment Permanent endowment 76 . 00 Temporarily restricted endowment The percentages in lines 23, 2b, and 20 should equal 100% 3a Are there endowment funds not in the possessmn of the organization that are held and administered for the organization by unrelated organizations (ii) related organizations If "Yes" tO 3a(ii). are the related organizations listed as reqwred on Schedule 4 Describe in Part the intended uses of the organization's endowment funds. Part VI Land, Buildings, and Equipment. Complete if the organization answered "Yes" to Form 990, Part IV, line 11a. See Form 990, Part X, line 10 Description of property Cost or other Cost or other Accumulated Book value ba5is (investment) basus (other) depreCIation 13 Land 430,000. 430 000. BUildIngs Leasehold improvements 146, 094. 137 608. 8,486 . Equment 194 695. 93 829. 100 866. Other . 283 820. 273 240. 10 580. Total. Add lines ?Ia through 1e LColumn must equal Form 990, Part X, column (B), line 100.) 549 93 21 432052 10-01-14 08570729 783690 1364. 001 24 2014.04010 NATIONAL RIGHT TO WORK LEGA 1364__021 Schedule (Form 990) 2014 . NATIONAL RIGHT TO WORK LEGAL DEFENSE Schedule (Form 99g 2014 AND EDUCATION FOUNDATION INC, 59 1588825 Page 3 Part Investments - Other Securities. Complete if the organization answered "Yes" to Form 990, Part IV, line 11b See Form 990, Part X. line 12 Descriptlon of security or category (including name 01 security) Book value Method of valuation: Cost or end-of-year market value (1) Financial derivatives (2) Closely-held eqwty interests (3) Other (A) (B) (C) (D) 4E) Ali (G) (H) Total. (Col. must equal Form 990, Part X, col. (B) Ilne 12.) Part Vlli Investments - Program Related. if the 0 ion answered "Yes" to Form 990 Part IV line 110. See Form 990 Part line 13 Description of investment Book value Method of valuation' Cost or end-of-year market value I. Col. ?n 1 Part IX Other Assets. lete ii the ion answered ?Yes" to Form 990, Part IV, line 11d See Form 990, Part X, line 15 Book value . Part Other Liabilities. If the Description of liability answered "Yes" to Form 990, Part IV, line He or 11f See Form 990, Part X, line 25. Book value 1 Federal Income taxes ANNUITI must Form 990 Part co! lrne 25 2. Liability for uncertain tax pOSItions. In Part provade the text of the footnote to the organization?s financial statements that reports the organization's liability for uncertain tax pOSItions under FIN 48 (A80 740) Check here if the text of the footnote has been prowded in Part Schedule (Form 990) 2014 432053 10-01- 14 25 08570729 783690 1364.001 2014.04010 NATIONAL RIGHT TO WORK LEGA 1364__021 . NATIONAL RIGHT TO WORK LEGAL DEFENSE ScheduleD(Form 990) 2014 AND EDUCATION FOUNDATION INC. 08570729 783690 1364.001 59?1588825 Page4 Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered "Yes" to Form 990, Part IV, line 12a 1 Total revenue. gains, and other support per audited finanCial statements 1 7 578 856 . 2 Amounts included on line1 but not on Form 990, Part line 12 a Net unrealized gains (losses) on investments 2a <94 790 Donated serwces and use Of faCilities 2b Recoveries of prior year grants 2c Other (Describe in Part 2d Add lines 2a through 2d 2e <94 790 3 Subtract line 2e from line 1 3 7 . 6'73 646 . 4 Amounts included on Form 990, Part line 12, but not on line 1: a Investment expenses not included on Form 990, Part line 7b 4a Other (Describe in Part 4b Add lines Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered ?Yes" to Form 990, Part IV, line 12a 1 Total expenses and losses per audited finanCial statements 1 6 186 508 . 2 Amounts included on line 1 but not on Form 990, Part IX, line 25. a Donated seNices and use of faCilities 2a Prior year adjustments 2b 0 Other losses 2? Other (Describe in Part 2d Add lines 2a through 2d 2e 0 . 3 Subtract line 2e from line 1 3 6 ,186 508 . 4 Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investment expenses not included on Form 990, Part line 7b 4a Other (Describe in Part 4b 0 Add lines 4a and 4b 4c 0 . Total expenses. Add lines 3 and 4c. (This must equal Form 990 Part], line 18Part Information. Prowde the descriptions reqwred for Part II, lines 3, 5, and 9, Part lines 1a and 4, Part IV, lines 1b and 2b, Part V, line 4, Part X, line 2, Part XI, lines 2d and 4b, and Part XII, lines 2d and 4b Also complete this part to prOVIde any additional information PART LINE 4: THE ENDOWMENT IS MAINTAINED TO PRESERVE THE CORPUS OF THE FUND IN PERPETUITY AND TO GENERATE INCOME FOR USE IN THE OPERATIONS. PART LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(Clj3) OF THE INTERNAL REVENUE ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL OR STATE INCOME TAXES. THE FOUNDATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2014 AND 2013 YEARS ENDING ON OR AFTER DECEMBER 31 2011 REMAIN SUBJECT TO 432054 10-01- 14 26 Schedule (Form 990) 2014 2014.04010 NATIONAL RIGHT TO WORK LEGA 1364_021 NATIONAL RIGHT TO WORK LEGAL DEFENSE Schedule?Form 990L2014 AND EDUCATION FOUNDATION INC . 59?1588 825 Page 5 ?n le Supplemental Information (continued) EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. 432055 10-01-14 27 08570729 783690 1364.001 2014.04010 NATIONAL RIGHT TO WORK LEGA l364_021 Schedule (Form 990) 2014 OMB No 1545-0047 SCHEDULEI Grants and Other Assistance to Organizations, - (?rm 99?) Governments, and Individuals in the United States 2014 Complete if the organization answered ?Yes" to Form 990, Part IV, line 21 or 22. Department of the Treasury Attach to Form 990. Open to Public. '"tema' ?even? 58"? Information about Schedule I (Form 990) and its instructions is at Inspection Name of the organization NATIONAL RIGHT TO WORK LEGAL DEFENSE Employer identification number AND EDUCATION FOUNDATION INC. 59-1588825 I Part I I General Information on Grants and Assistance 1 Does the organization maintain records to substantiate the amount of the grants or the grantees? eligibility for the grants or and the selection criteria used to award the grants or aSSIStance?? IE Yes No 2 Describe In Part IV the organization's procedures for monitoring the use of grant funds in the United States I Part I Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered ?Yes" to Form 990, Part IV, line 21, for any moment that received more than $5,000. Part II can be duplicated if additional space is needed 1 Name and address of organization EIN IRC section Amount Of Amount Of valuation (book or government if applicable cash grant non-cash FMV a raisall ct?gr) Method 0f (9) Description of Purpose of grant non-cash assmtance or a38istance NATIONAL INSTITUTE FOR LABOR RELATIONS RESEARCH 5211 PORT ROYAL ROAD, STE 510 - SPRINGFIELD, VA 22151 52?1303565 501(c)(3) 75 000. 0. ENERAL SUPPORT THE CENTER ON NATIONAL LABOR POLICYI INC. 5211 PORT ROYAL RD, GENERAL SUPPORT AND SUITE 610 VA 22151 51?0176305 34 500. 0. LITIGATION SUPPORT THE CITADEL FOUNDATION I 211 KING STREET CHARLESTON SC 29401 57?6020493 10 000. 0. GENERAL SUPPORT CAMPAIGN FOR LIBERTY FOUNDATION, INC. 5211 PORT ROYAL RDJ SUITE 310 SPRINGFIELD VA 22151 46-0753003 10 000. 0. GENERAL SUPPORT 2 Enter total number of section 501(c)(3) and government organizations listed in the line 1 table 4 3 Enter total number of other organizations listed in the line 1 table LHA For Paperwork Reduction Act NoticeI see the Instructions for Form 990. Schedule I (Form 990) (2014) 432101 10-15-14 2 8 NATIONAL RIGHT TO WORK LEGAL DEFENSE SchedubIlFonn990)Q014) AND EDUCATION FOUNDATION INC. 59-1588825 Paqeg I Part I Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV. line 22 Part can be duplicated if additional space is needed. Type of grant or a53istance Number of Amount of Amount of non- (e Method of valuation Description of non-cash assmtance reCIpIents cash grant cash a55istance (b00 . FMV. appraisal, other) lLart IV 1 Supplemental Information. Prowde the Information required in Part I, line 2, Part column and any other additional information. SCHEDULE I PART I LINE 2: GENERAL SUPPORT CONTRIBUTIONS TO RECOGNIZED ORGANIZATIONS THAT ARE UNDER IRC SECTION 509(Aii1) AND ARE NOT SUBJECT To MONITORING. SUPPORT OP SPECIFIC PROGRAMS OR ACTIVITIES IS PREQUALIFIED AS A 501(c)(3) PROGRAM OR ACTIVITY AND REPORTS ON THE PROPER APPLICATION OF GRANT FUNDS ARE OBTAINED. 432102 10-15-14 2 9 Schedule I (Form 990) (2014) . Compensation Information 1545-0047 (Form 990)? For certain Officers, Directors, Trustees, Key Employees, and Highest 201 4 Compensated Employees Complete if the organization answered "Yes" on Form 990, Part IV, line 23. Department of the Treasury >Attach to Form 990. Open to Public Internal Revenue Serwce Information about Schedule (Form 990) a_nd its instructions is at Inspection Name of the organization NATIONAL RIGHT To WORK LEGAL DEFENSE Employer identification number AND EDUCATION FOUNDATION INC, 59?1588825 Partu Questions Regarding Compensation Yes No 1a Check the appropriate box(es) if the organization prowded any of the followmg to or for a person listed in Form 990, Part VII, Section A, line 1a Complete Part to prowde any relevant information regarding these items I: First-class or charter travel Housmg allowance or reSIdence for personal use Travel for companions Payments for busmess use of personal reSIdence Tax indemnification and gross-up payments Health or soCIal club dues or initiation fees I: Discretionary spending account Personal sewices (e maid, chauffeur, chef) If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or prowsmn of all of the expenses described above? If complete Part to explain 1b 2 Did the organization requure substantiation prior to reimbursmg or allowmg expenses incurred by all directors, trustees, and officers. including the CEO/Executive Director, regarding the items checked in Iine 1a? 2 3 Indicate which, if any, of the followmg the filing organization used to establish the compensation of the organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part Compensation committee El Written employment contract CI Independent compensation consultant Compensation survey or study Form 990 of other organizations LEI Approval by the board or compensation committee 4 During the year, did any person listed in Form 990, Part VII, Section A, line 1a, With respect to the filing organization or a related organization: 3? a Receive a severance payment or change-of-control payment? 4a 1: PartiCIpate in, or receive payment from, a supplemental nonqualified retirement plan? 4b PartiCipate in, or receive payment from, an eqUity-based compensation arrangement? 4c If "Yes" to any of lines 4a-c, list the persons and prOVIde the applicable amounts for each item in Part Only section 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9. 5 For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the revenues of a The organization? . 5a Any related organization? . 5b If ?Yes" to line 53 or 5b, describe in Part 6 For persons listed in Form 990, Part VII, Section A. line 1a, did the organization pay or accrue any compensation ?7 - contingent on the net earnings of: a The organization? Ba Any related organization'7 6b 1; If "Yes" to line 6a or 6b, describe in Part 7 For persons listed in Form 990, Part VII, Section A, line 13, did the organization prowde any non-fixed payments not described in lines 5 and If "Yes," describe in Part 7 8 Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial contract exception described in Regulations section If ?Yes," describe in Part 8 9 If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53 9 LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2014 432111 10-13-14 30 08570729 783690 1364.001 2014.04010 NATIONAL RIGHT TO WORK LEGA l364_021 Schedule (Form 990) 2014 Note. The sum of columns for each listed indIVIdual must equal the total amount of Form 990, Part VII, Section A, line 1a. applicable column (D) and (E) NATIONAL RIGHT TO WORK LEGAL DEFENSE AND EDUCATION FOUNDATION INC. 5 9 1588825 Part II I Officers, Directors. Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space IS needed For each indiwdual 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 P8092. amounts for that indiVIdual (A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation Base compensation (ii) Bonus incen?ve compensation Other reportable compensation (C) Retirement and other deferred compensation (D) Nontaxable benefits (E) Total of columns (F) Compensation, in column (B) reported as deferred in prior Form 990 (1) MARK A. MIX TRUSTEE PRESIDENT 20 845. OI 159 812. u) 138 967. 0. (ii(2) RAYMOND LAJEUNESSE JR DIR 176 723. 000. 26 658. 1 666, 206 047. (iiCAMERON STAFF ATTORNEY 153 825, 23 074. 23 455. 200 354TAUBMAN STAFF ATTORNEY (H 160 494. 24 074, 20 959. 205 527. . (iiCHAPPELL STAFF ATTORNEY 8) 158 250. 23 204_159, 0. 0. (6) R. CLAIR CORP COUNSEL 0 (0 151 980. 201 065. (ii) 0 . 0. (7) J. RAUDABAUGH STAFF ATTORNEY 152,713, 164 999. 0. 0n 432112 10-13-14 31. Schedule (Form 990) 2014 NATIONAL RIGHT TO WORK LEGAL DEFENSE Schedule (Form 990) 2014 AND EDUCATION FOUNDATION I Part I Supplemental Information INC. 59?1588825 Paqe3. Provnde the Information, explanation, or descriptions reqUIred for Part I, lines 1aand for Part II. Also complete this part for any additional Information. PART I. LINE 7: THE PRESIDENT IN HIS DISCRETION AWARDED PERFORMANCE OR SERVICE BONUSES AS DETAILED IN PART II. 432113 10-13-14 32 Schedule (Form 990) 2014 SCHEDULE . Noncash Contributions OMB No 1 545-0047 (Form 990) 20 14 Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30. Department of the Treasury Attach to Form 990. Open TO Public Internal Revenue semce Inforrgation about Schedule (Form 999m: its instructions is at Inspection Name of the organization NATIONAL RIGHT To WORK LEGAL DEFENSE Employer identification number AND EDUCATION FOUNDATION INC. 59?1588825 Part I Types of Property (8) (C) Check if Number of Noncash contribution Method of determining applicable contributions or amounts reported on noncash contribution amounts Items contributed Form 990. Part line 1q 1 Art - Works of art 2 Art - Historical treasures 3 Art - Fractional interests 4 Books and publications 5 Clothing and household goods 6 Cars and other vehicles 7 Boats and planes 8 Intellectual property 9 Secunues-Pubm?yhaded 13 481 660. FMV 0N DATE OF GIFT 10 Securities - Closely held stock 11 Securities - Partnership, LLC, or trust interests 12 Seourities - Miscellaneous 13 Qualified conservation contribution - Historic structures 14 Qualified conservation contribution - Other 15 Real estate - ReSIdential 16 Real estate - CommerCIal 17 Real estate - Other 18 Collectibies 19 Food inventory 20 Drugs and medical supplies 21 TaXIdermy 22 Historical artifacts 23 Solentific specimens 24 Archeological artifacts 25 Other 26 Other 27 Other 28 Other 29 Number of Forms 8283 received by the organization during the tax year for contributions for which the organization completed Form 8283. Part IV. Donee Acknowledgement 29 Yes No 30a During the year. did the organization receive by contribution any property reported in Part I, lines 1 through 28. that it must hold for at least three years from the date of the initial contribution. and which is not reqmred to be used for exempt purposes for the entire holding period? 30a If "Yes," describe the arrangement in Part II 31 Does the organization have a gift acceptance policy that reqUires the rewew of any non-standard contributions? 31 32a Does the organization hire or use third parties or related organizations to what. process, or sell noncash contributions? 32a If "Yes." describe in Part II. 33 If the organization did not report an amount in column for a type of property for which column is checked. describe in Part II LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) (2014) 432141 03-12-14 08570729 783690 1364. 001 33 2014.04010 NATIONAL RIGHT TO WORK LEGA 1364__021 . 1 NATIONAL RIGHT TO WORK LEGAL DEFENSE Schedule (Form 990) (2014) AND EDUCATION FOUNDATION INC . 59?1588825 Page 2 I Part II Supplemental Information. Provrde the Information requrred by Part I, lines 30b, 32b, and 33, and whether the organization IS repomng rn Part I, column the number of the number of Items recelved, or a combination of both. Also complete part for any additional Information SCHEDULE PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS REPORTED. 432142 08?12-14 Schedule (Form 990) (2014) 34 08570729 783690 1364.001 2014.04010 NATIONAL RIGHT TO WORK LEGA 1364__021 SCHEDULE 0 . Supplemental Information to Form 990 or 990-EZ OMB ??45 (Form 990 or Complete to provide information for responses to specific questions on 2014 Form 990 or 990-EZ or to provide any additional information. Department of the Treasury Attach to Form 990 or 990-EZ. Open to Public lnternal Revenue Semce Information about Schedule 0 (Form 990 or and its in_structions Is at Inspectlon Name of the organization NATIONAL RIGHT To WORK LEGAL DEFENSE Employer identification number AND EDUCATION FOUNDATION INC. FORM 990 PART LINE 1 DESCRIPTION OF ORGANIZATION MISSION: PROTECTIONS AGAINST FORCED UNIONISM, AND CONDUCTS A PROGRAM TO EDUCATE AND INFORM THE PUBLIC ABOUT SUCH ISSUES. 59?1588825 FORM 990, PART VI, SECTION A, LINE 1: PER ITS BYLAWS THE FOUNDATION HAS AN EXECUTIVE COMMITTEE (EC) COMPOSED OF THE CHAIRMAN AND VICE CHAIRMAN OF THE BOARD OF TRUSTEES THE PRESIDENT (WHO IS ALSO A TRUSTEE), AND 2 ADDITIONAL TRUSTEES ELECTED BY THE BOARD, FOR A TOTAL OF 5 VOTING MEMBERS. UNDER THE BYLAWS, THE EC EXERCISES BOARD AUTHORITY TO THE FULLEST EXTENT PERMITTED BY LAW IN BETWEEN MEETINGS OF THE FULL BOARD. FORM 990 PART VI, SECTION A, LINE 2: MARK A. MIX, CHARLES SERIO AND DUNCAN SCOTT (BUSINESS RELATIONSHIP) FORM 990, PART VI, SECTION B, LINE 11: THE PRESIDENT WHO IS ALSO A BOARD AND EXECUTIVE COMMITTEE MEMBER, REVIEWS FORM 990 AS PREPARED BY THE OUTSIDE CPAS IN CONSULTATION WITH THE DIRECTOR OF ACCOUNTING AND CORPORATE COUNSEL, FORM 990 IS FILED AFTER THE PRESIDENT GIVES HIS FINAL APPROVAL. FORM 990, PART VI LINE 17 LIST OF STATES RECEIVING COPY OF FORM 990FORM 990 PART VI SECTION LINE 19: LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. 432211 08-27-14 35 08570729 783690 1364.001 2014.04010 NATIONAL RIGHT Schedule 0 (Form 990 or 990-EZ) (2014) TO WORK LEGA 1364_021 ?0 Schedule 0 (Form 990 or 990-EZJ (2014) Name of the o?rganlzatlon NATIONAL RIGHT TO WORK LEGAL DEFENSE AND EDUCATION FOUNDATION INC. THE FOUNDATION MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IT MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC IF AND TO THE EXTENT LEGALLY REQUIRED TO DO 50. Page 2 Employer identification number 59?1588825 FORM 990, PAGE 1 LINE C: ALSO KNOWN AS NATIONAL RIGHT TO WORK LEGAL DEFENSE FOUNDATION, INC 08570729 783690 1364.001 432212 08-27-14 36 Schedule 0 (Form 990 or 990-EZ) (2014) 2014.04010 NATIONAL RIGHT TO WORK LEGA 1364_021