Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - Form990 Department of the Treasury Internal Revenue Seniice foundations) Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private Ir Do not enter security numbers on this form as it may be made public II- Information about Form 990 and Its instructions is at OMB No 1545-0047 A For the Check if applicable Address change Name change Initial retu Final return/terminated Amended Application pending 2014 calendar year, or tax year beginning 01-01-2014 and ending 12-31-2014 2014 Open to Public Inspection Name of organization State Policy Network 57-0952531 Domg busmess as Employer identification number Number and street (or 0 box if mail is not delivered to street address) 1655 Fort Myer Drive No 360 Room/swte Telephone number (703)243-1655 return City or town, state or provmce, country, and ZIP or foreign postal code Arlington, VA 22209 Name and address of prinCIpal officer TraCIeJSharp 1655 Fort Myer Drive No 360 Arlington,VA 22209 Gross receipts 8,055,213 subordinates? H(b) Are all subordinates included? I Tax?exem pt status l7 501(c)(3) l? 501(c)( )1 (insert no) 4947(a)(1) or 527 Website: Ir org H(a) Is this a group return for If"No," attach a list (see instructions) H(c) Group exemption number Ir Form of organization '7 Corporation Trust Other Summary I Year of formation 1992 State of legal domICIIe SC 1 Briefly describe the organization's missmn or most Significant actIVIties To serve and support independent state-based, market-oriented policy research organizations a 2 Check this box ifthe organization discontinued its operations or disposed of more than 25% ofits net assets .3 3,5 3 Number ofvoting members ofthe governing body (Part VI, line 1a) 3 9 4 Number ofindependent voting members of the governing body (Part VI, line 1b) 4 8 5 Total numberofindiwduals employedincalendaryear2014 (PartV, ine 2a) 5 22 6 Total number ofvolunteers (estimate if necessary) 6 10 7aTota unrelated busmess revenue from Part column (C), line 12 7a 0 Net unrelated busmess taxable income from Form 990-T, line 34 7b 0 Prior Year Current Year 8 Contributions and grants 1h) 7,445,027 7,906,149 9 Program serVIce revenue (Part 29) 53,300 101,781 10 Investmentincome (Part 3,4,and 7d 42,151 47,273 11 5,6d,8c,9c,10c,and11e) 2,766 10 12 Total revenue?add lines 8 through 11 (must equal Part column (A), line 12) 7,543,244 8,055,213 13 Grants and Similar amounts paid (PartIX,co umn 1?3) 1,373,708 1,205,243 14 Benefits paid to orfor members (Part IX, column (A), line 4) 0 0 15 benefits (PartIX,co umn 2,108,250 2,234,231 16a Professmnalfundraismg fees (PartIX,co umn 11e) 398,092 314,916 3 Total fundraismg expenses (Part column (D), line 25) #3551416 17 3,172,529 3,870,860 18 Totalexpenses Add lines 7,052,579 7,625,250 19 Revenue less expenses Subtract line 18 from line 12 490,665 429,963 3 Beginnianeca): Current End of Year ?g 20 Totalassets (PartX, ine 16) 4,048,853 4,857,457 5E 21 365,552 800,981 ?3 22 Net assets orfund balances Subtract line 21 from line 20 3,683,301 4,056,476 Signature Block Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge l2015?09?15 Sign Sig nature of officer Date Here TraCIe Sharp PreSIdent Type or print name and title Print/Type preparer's name Preparers Signature Date Check ,f PTIN Nicole Prince CPA Nicole Prince CPA 2015?09?15 self?em lo ed P01315245 Paid Firm's name Rogers Company PLLC Firm's EIN 58?2676261 Pre pare Firm's address F8300 Boone 600 Phone no (703) 893?0300 Use Only Vienna, VA 22182 May the IRS discuss this return With the preparer shown above? (see instructions) For Paperwork Reduction Act Notice, see the separate instructions. Cat No 11282Y I7Yes Form 990 (2014) Form 990(2014) Page2 Statement of Program Service Accomplishments . . . . . . . . . . . . . .I7 1 Briefly describe the organization?s missmn State Policy Network advances a free somety by prowding a thrIVIng interstate network of free-market leaders and organizations With leadership development, management training, strategic gmdance, and networking opportunities and by promoting strategic partnerships 2 Did the organization undertake any Significant program serVIces during the year which were not listed on thepriorForm990 or990-EZI?Yes If "Yes," describe these new serVIces on Schedule 0 3 Did the organization cease conducting, or make Significant changes in how it conducts, any program _YesI7No If "Yes," describe these changes on Schedule 0 4 Describe the organization?s program serVIce accomplishments for each of its three largest program serVIces, as measured by expenses Section 501(c)(3)and 501(c)(4) organizations are reqUIred to report the amount ofgrants and allocations to others, the total expenses, and revenue, ifany, for each program serVIce reported 4a (Code (Expenses 2,615,922 including grants of 728,752) (Revenue 101,781 Leadership Development Initiative SPN's Leadership Development Initiative identifies and develops leaders, helping strengthen the network of SPN affiliates, and inspiring and training affiliates to educate Citizens SPN offers over 40 serwces to think tanks, like one?on?one evaluation and adVIsing, retreats, knowledge and skills training, leadership mentoring, and peer networking 4b (Code (Expenses 1,232,620 including grants of 76,326 (Revenue Communications PrOJects SPN's communications prOJects aim to remind Americans of the tangible benefits and value of freedom in their everyday lives, usmg a variety of educational mediums SPN's think tank partners partICIpate in training to tell the stories and real benefits of free?market solutions they research This is one of many long?tenn efforts by SPN to skills for communicating the ideas and merits of freedom in ways that connect With the lives of Americans from all walks of life 4c (Code (Expenses 1,299,115 including grants of 254,821 (Revenue State Policy Analy5is and Education Identify emerging and innovative solutions to state problems, work alongsme think tanks to momentum for Wide?spread education about those solutions, and develop reform leaders The goal of this prOJect is to create a robust movement of leaders advancmg free market ideas in the states See Additional Data 4d Other program serVIces (Describe in Schedule 0 (Expenses 1,177,048 including grants of$ 145,343 )(Revenue$ 4e Total program service expenses Form 990(2014) Form 990 (201420a Page 3 Part IV Checklist of Required Schedules Yes No Is the organization described In section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," Yes complete Schedule A 1 Is the organization reqUIred to complete Schedule 3, Schedule of Contributors (see instructions)? 2 Yes Did the organization engage in direct or indirect political campaign actIVIties on behalf ofor in opp05ition to No candidates for public office? If "Yes," complete Schedule C, Part I 3 Section 501(c)(3) organizations. Did the organization engage in lobbying actIVIties, or have a section 501(h) Yes election in effect during the tax year? If "Yes,? complete Schedule C, Part II 4 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, as 5 N0 Part . Did the organization maintain any donor adVIsed funds or any Similarfunds or accounts for which donors have the right to prowde adVIce on the distribution or investment ofamounts in such funds or accounts? If "Yes,? complete Schedule D, Part IE 6 0 Did the organization receive or hold a conservation easement, including easements to preserve open space, the enVIronment, historic land areas, or historic structures? If "Yes,"complete Schedule D, Part II 7 0 Did the organization maintain collections ofworks ofart, historical treasures, or other Similar assets? If "Yes," complete Schedule D, Part 8 0 Did the organization report an amount in Part X, line 21 for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X, or prowde credit counseling, debt management, credit repair, or debt negotiation serVIces? If "Yes,? complete Schedule D, PartI 9 0 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, 10 No permanent endowments, or quaSI-endowments? If "Yes," complete Schedule D, Part Ifthe organization?s answerto any ofthe followmg questions is "Yes," then complete Schedule D, Parts VI, VII, IX, or as applicable Did the organization report an amount for land, bUIldings, and eqUIpment in Part X, line 10? If "Yes," complete Schedule D, Part VI . 11a es 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 0 Did the organization report an amount for other assets in Part X, line 15 that is 5% or more ofits total assets reported in Part X, line 16? If "Yes," complete Schedule D, PartI . . . . . . . 11d 0 Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, PartXE 11e Yes Did the organization's separate or consolidated finanCIal statements for the tax year include a footnote that 11f Yes addresses the organization's liability for uncertain tax p05itions under FIN 48 (ASC 740)? If "Yes,? complete Schedule D, Part Did the organization obtain separate, independent audited finanCIal statements for the tax year? If "Yes," complete Schedule D, Parts XI and XII 123 Yes Was the organization included in consolidated, independent audited finanCIal statements for the tax year? If 12b No "Yes," and If the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII lS optional Is the organization a school described in section If "Yes,?complete ScheduleE 13 No Did the organization maintain an office, employees, or agents outSIde ofthe United States? 14a No Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraismg, busmess, investment, and program serVIce actIVIties outSIde the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes,"complete Schedule F, Parts I and IV . 14b N0 Did the organization report on Part IX, column (A), line 3, more than $5,000 ofgrants or other a55istance to or for any foreign organization? If ?Yes,? complete Schedule F, Parts II and IV 15 0 Did the organization report on Part IX, column (A), line 3, more than $5,000 ofaggregate grants or other a55istance to orforforeign indIVIduals? If ?Yes,?complete ScheduleF, Parts and IV . 16 0 Did the organization report a total of more than $15,000 ofexpenses for professmnal fundraismg serVIces on Part 17 Yes IX, column (A), lines 6 and 11e? If "Yes,? complete Schedule G, Part I (see instructions) Did the organization report more than $15,000 total offundraismg event gross income and contributions on Part lines 1c and 8a? If "Yes,"complete Schedule G, Part II 13 0 Did the organization report more than $15,000 ofgross income from gaming actIVIties on Part line 9a? If 19 No "Yes, complete Schedule G, Part Did the organization operate one or more hospital faCIlities? If "Yes,"complete ScheduleH 20a No If "Yes" to line 20a, did the organization attach a copy of its audited finanCIal statements to this return? 20b Form 990(2014) Form 990 (2014Part I Page 4 Part IV Checklist of Required Schedules (continued) Did the organization report more than $5,000 ofgrants or other a55istance to any domestic organization or 21 Yes domestic government on Part IX, column (A), line 1? If ?Yes,?complete Schedule I, Parts I and II Did the organization report more than $5,000 ofgrants or other a55istance to or for domestic indIVIduals on Part 22 IX, column (A), line 2? If ?Yes,? complete Schedule I, Parts I and es Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes,? 23 es complete Schedule] . Did the organization have a tax-exempt bond issue With an outstanding prinCIpaI amount of more than $100,000 as ofthe last day ofthe year, that was issued after December 31, 2002? If ?Yes,? answer lines 24b through 24d and complete Schedule K. If ?No, go to line 25a 24a 0 Did the organization invest any proceeds oftax-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? 244: Did the organization act as an "on behalfof" issuerfor bonds outstanding at any time during the year? 24d 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, PartI . 25a NO Is the organization aware that it engaged in an excess benefit transaction With a disqualified person in a prior year, and that the transaction has not been reported on any ofthe organization?s prior Forms 990 or If 25b No "Yes, complete Schedule L, Part I 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? 26 No If "Yes," complete Schedule L, Part II 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 27 NO member of any ofthese persons? If "Yes," complete Schedule L, Part Was the organization a party to a busmess transaction With one of the fo 0Wing parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions) A current or former officer, director, trustee, or key employee? If "Yes,? complete Schedule L, Part 28a No A family member ofa current or former officer, director, trustee, or key employee? If "Yes,? complete Schedule L, Part I . 28b 0 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 0 Did the organization receive more than $25,000 in non-cash contributions? If "Yes,"complete ScheduleM 29 No Did the organization receive contributions of art, historical treasures, or other Similar assets, or qualified conservation contributions? If "Yes," complete ScheduleM 30 0 Did the organization liqUIdate, terminate, or dissolve and cease operations? If "Yes,? complete Schedule N, No 31 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes,? complete Schedule N, Part II 32 0 Did the organization own 100% ofan entity disregarded as separate from the organization under Regulations sections 301 7701-2 and 301 7701-3? If "Yes,"complete Schedule R, PartI 33 0 Was the organization related to any tax-exempt or taxable entity? If "Yes,"complete Schedule R, Part II, orIV, and Part V, line 1 . . 34 0 Did the organization have a controlled entity Within the meaning ofsection 512(b)(13)? 35a No If?Yes?to line 35a, did the organization receive any payment from or engage in any transaction With a controlled 35b entity Within the meaning of section 5 12(b)(13)? If "Yes," complete Schedule R, Part V, line2 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes,? complete Schedule R, Part V, line 2 35 0 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 R, Part VI 37 0 Did the organization complete Schedule 0 and prowde explanations in Schedule 0 for Part VI, lines 11b and 19? Note. All Form 990 filers are reqUIred to complete Schedule 0 33 es Form 990(2014) Form 990(2014) pages Statements Regarding Other IRS Filings and Tax Compliance . . . . . . . . . . . . . Yes No 1a Enter the number reported In Box 3 of Form 1096 Enter-0- If not appIIcable . . 1a 38 Enter the number of Forms W-ZG Included In Me 1a Enter-0- If not appIIcable 1b the organIzatIon comply WIth backup WIthholdIng rules for reportable payments to vendors and reportable gamIng (gambIIng)WInnIngs to prIze WInnersEnter the number ofemployees reported on Form W-3, TransmIttal ofWage and Tax Statements, ?led for the calendar year endIng WIth or WIthIn the year covered 23 22 Ifat least one IS reported on Me 2a, dId the organIzatIon ?le all reqUIred federal employment tax returns? 2b Note. Ifthe sum ofIInes 1a and 2a IS greater than 250, you may be reqUIred to e-fIIe (see InstructIons) es 3a the organIzatIon have unrelated busmess gross Income of$1,000 or more durIng the year? . . . 3a No If?Yes,? has It ?led a Form 990-T forthIs year? If ?No? to [me 3b, prowde an explanation In Schedule any tIme durIng the calendar year, dId the organIzatIon have an Interest In, or a sIgnature or other authorIty over, a fInanCIal account In a foreIgn country (such as a bank account, securItIes account, or otherfInanCIal 4a N0 If"Yes," enter the name ofthe foreIgn country Ir See InstructIons reqUIrements for Form 114, Report of ForeIgn Bank and FInanCIal Accounts (FBAR) 5a Was the organIzatIon a party to a prothIted tax shelter transactIon at any tIme durIng the tax year? . . 5a No any taxable party notIfy the organIzatIon that It was or Is a party to a prothIted tax shelter transactIon? 5b No If"Yes," to Me 5a or 5b, dId the organIzatIon ?le Form 5c 6a Does the organIzatIon have annual gross receIpts that are normally greater than $100,000, and dId the Ga No organIzatIon so ICIt any contrIbutIons that were not tax deducthle as charItable contrIbutIons? If"Yes," dId the organIzatIon Include WIth every so ICItatIon an express statement that such contrIbutIons or 6b 7 Organizations that may receive deductible contributions under section 170(c). a the organIzatIon recere a payment In excess of$75 made partly as a contrIbutIon and partly for goods and 7a No serVIces prOVIded to the payor'? If"Yes," dId the organlzatIon notIfy the donor ofthe value of the goods or serVIces prOVIdedthe organIzatIon sell, exchange, or otherWIse dIspose oftangIble personal property for It was requIred to N0 If"Yes,"IndIcate the numberofForm58282fI ed durIng the year . . . . I 7d I the organIzatIon recere any funds, dIrectly or IndIrectly, to pay prequms on a personal bene?t NO the organIzatIon, durIng the year, pay prequms, dIrectly or IndIrectly, on a personal bene?t contract? . . 7f No Ifthe organIzatIon recered a contrIbutIon Intellectual property, dId the organIzatIon ?le Form 8899 as Ifthe organIzatIon recered a contrIbutIon ofcars, boats, aIrplanes, or other vehIcles, dId the organIzatIon ?le a 7h 8 Sponsoring organizations maintaining donor advised funds. a donor adVIsed fund maIntaIned by the sponsorIng organIzatIon have excess busmess holdIngs at any tIme 8 9a the sponsorIng organIzatIon make any taxable dIstrIbutIons under sectIon 4966? . . . 9a the sponsorIng organIzatIon make a dIstrIbutIon to a donor, donor adVIsor, or related person? . . . 9b 10 Section 501(c)(7) organizations. Enter InItIatIon fees and capItal contrIbutIons Included on Part Me 12 . . . 10a Gross receIpts, Included on Form 990, Part Me 12, for pubIIc use ofclub 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 recered from them11b 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 recered or accrued durIng the 12" 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organIzatIon lIcensed to Issue health plans In more than one state? Note. See the InstructIons for addItIonal InformatIon the organIzatIon must report on Schedule 0 13a Enter the amount of reserves the organIzatIon Is reqUIred to maIntaIn by the states In the organIzatIon Is lIcensed to Issue health plans . . . . 13?" Enterthe amount of reserves on hand . . . . . . . . . . . . 13c 14a the organIzatIon recere any payments for IndoortannIng serVIces durIng the tax year"Yes," has It ?led a Form 720 to report these payments? If "No,?prowde an explanation In Schedule 0 . . 14b Form 990(2014) Form 990(2014) Pages Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule 0. See instructions. 1a 7a 9 Check IfSchedule contaIns a response or note to any Me In thIs Part .I7 Section A. Governing Body and Management Yes No Enter the number ofvotIng members ofthe governIng body at the end ofthe tax 1a 9 year Ifthere are materIaI dIfferences In votIng rIghts among members ofthe governIng body, or Ifthe governIng body delegated broad authorIty to an executIve commIttee or commIttee, epraIn In Schedule 0 Enter the number ofvotIng members Included In Me 1a, above, who are 8 any of?cer, dIrector, trustee, or key employee have a famIIy relatIonshIp or a busIness relatIonshIp WIth any other of?cer, dIrector, trustee, or key employeethe organIzatIon delegate control over management dutIes customarIIy performed by or under the dIrect 3 No superVISIon of of?cers, dIrectors or trustees, or key employees to a management company or other person? the organIzatIon make any SIgnIfIcant changes to Its governIng documents smce the prIor Form 990 was 4 N0 the organIzatIon become aware durIng the year ofa SIgnIfIcant dIversIon of the organIzatIon's assets? . 5 No the organIzatIon have members or stockholdersthe organIzatIon have members, stockholders, or other persons who had the power to elect or app0Int one or more members ofthe governIng bodyAre any governance deCISIons ofthe organIzatIon reserved to (or subject to approval by) members, stockholders, 7b No or persons other than the governIng body? the organIzatIon contemporaneously document the meetIngs held or ertten actIons undertaken durIng the year by the followmg Each commIttee WIth authorIty to act on behalfofthe governIng bodythere any of?cer, dIrector, trustee, or key employee Isted In Part VII, SectIon A, who cannot be reached at the organIzatIon? address? If "Yes,? ?prowde the names and addresses In Schedule Section B. Policies (This Section requests information about policies not required by the Internal Revenue CodeIf"Yes," dId the organIzatIon have ertten poIICIes and procedures governIng the actIVItIes ofsuch chapters, and branches to ensure theIr operatIons are conSIstent WIth the organIzatIon's exempt purposes? 10" Has the organIzatIon prOVIded a complete copy ofthIs Form 990 to all members ofIts governIng body before N0 DescrIbe In Schedule 0 the process, Ifany, used by the organIzatIon to reVIew thIs Form 990 the organIzatIon have a ertten coanIct of Interest poIIcy? If "No,"12a Yes Were offIcers, dIrectors, or trustees, and key employees reqUIred to dIsclose annually Interests that could gIve rIse to coanIcts12b Yes the organIzatIon regularly and conSIstently monItor and enforce compIIance WIth the poIIcy? If "Yes,"descrIbe In Schedule 0 how M5 was done . . . . . . . . . . . . . . . . . . . . . . . 12C Yes the organIzatIon have a ertten thstIeblower poIIcyYes the organIzatIon have a ertten document retentIon and destructIon poIIcyYes the process for determInIng compensatIon ofthe followmg persons Include a reVIew and approval by Independent persons, data, and contemporaneous substantIatIon of the deIIberatIon and deCISIon15b Yes If"Yes" to Me 15a or 15b, descrIbe the process In Schedule 0 (see InstructIons) the organIzatIon Invest In, contrIbute assets to, or partICIpate In a Jomt venture or arrangement WIth a taxableentItydurIngtheyear"Yes," dId the organIzatIon follow a ertten poIIcy or procedure reqUIrIng the organIzatIon to evaluate Its partICIpatIon In venture arrangements under appIIcabIe federal tax law, and take steps to safeguard the organIzatIon?s exempt status WIth respect to such arrangements16b Section C. Disclosure 17 18 19 20 LIst the States WIth a copy ofthIs Form 990 Is reqUIred SectIon 6104 reqUIres an organIzatIon to make Its Form 1023 (or 1024 IfappIIcabIe), 990, and 990-T (501(c) (3)s only) avaIIabIe for pubIIc InspectIon IndIcate how you made these avaIIabIe Check all that apply Own webSIte Another's webSIte I7 Upon request Other (epraIn In Schedule 0) DescrIbe In Schedule 0 whether (and Ifso, how) the organIzatIon made Its governIng documents, coanIct of Interest poIIcy, and fInanCIaI statements avaIIable to the pubIIc durIng the tax year State the name, address, and telephone number of the person who possesses the organIzatIon's books and records FTony WoodIIef 1655 Fort Myer DrIve 360 ArIIngton,VA 22209 (703)901-3476 Form 990(2014) Form 990(2014) Page7 Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check IfSchedule 0 contains a response or note to any line In thIs Part VII . . . . . . . . . . . . . Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete thIs table for all persons reqUIred to be listed Report compensation for the calendar year ending WIth or WIthIn the organization?s tax year I List all ofthe organization?s current officers, directors, trustees (whether IndIVIduals or organizations), regardless ofamount ofcompensation Enter-O- in columns (D), (E), and (F) if no compensation was paid I List all ofthe organization?s current key employees, ifany See instructions for definition of "key employee I List the organization?s five current highest compensated employees (other than an of?cer, director, trustee or key employee) who received reportable compensation (Box 5 of Form W-2 and/0r Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations I List all ofthe organization?s former of?cers, key employees, or highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations I List all ofthe organization?s former directors or trustees that received, in the capaCIty as a former director or trustee ofthe organization, more than $10,000 of reportable compensation from the organization and any related organizations List persons In the followmg order indIVIduaI trustees or directors, institutional trustees, of?cers, key employees, highest compensated employees, and former such persons Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee (A) (B) (C) (D) (E) (F) Name and Title Average P05itlon (do not check Reportable Reportable Estimated hours per more than one box, unless compensation compensation amount of week (list person is both an officer from the from related other any hours and a director/trustee) organization organizations compensation for related C, 3 I I _n (W- 2/1099- (W- 2/1099- from the organizations a; =l .59. 3.1: MISC) MISC) organization below :12: and related dotted line) i: 3 3- organizations (1) Trade Sharp 40 00 262,000 0 4,000 Pre5ident (2) Carl 0 Helstrom 1 00 0 0 Chairman (3) Stanford 1 00 0 0 Secretary (4) Thomas LWillcox 1 00 0 Treasurer (5) Theodore Abram 1 00 0 0 Director (6) Whitney Ball 1 00 0 0 Director (7) John Jackson 1 00 0 0 Director (8) Adam Meyerson 1 00 0 0 Director (9) Bridgett Wagner 1 00 0 0 Director (10) Barbara Wells Kenney 1 00 0 0 Director (11) Tony Woodlief 40 00 166,500 0 8,300 Executive Vice Pre5ident (12) Jennifer Butler 30 00 106,788 0 2,086 VP of External Relations (13) Daniel Erspamer 40 00 147,526 0 8,157 VP for Strategic Partnersh (14) Harsh 40 00 127,175 0 5,596 VP of Strategy Form 990(2014) Form 990 (2014) Page 8 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (contrnued) (A) (B) (C) (D) (E) (F) Name and Average Posrtlon (do not check Reportable Reportable Estlmated hours per more than one box, unless compensatlon compensatlon amount of other week (IIst person IS both an of?cer from the from related compensatlon any hours and a dIrector/trustee) organlzatlon organlzatlons from the for related .5, 3 Q, I I -n (W- 2/1099- (W- 2/1099- organlzatlon organlzatlons a E. 9 MISC) MISC) and related below 1,315 3 organlzatlons ll 3 II-I dotted Me(15) Teresa Brown 40 00 108,000 5,198 Dlrector of Strateglc Oper (16) Brad Gruber 40 00 106,960 7,444 Operatlons Dlrector Total from continuation sheets to Part VII, Section A . . . . Total (add lines 1,024,949 0 40,781 2 Total number of (Includlng but not IImIted to those Ilsted above) who recelved more than $100,000 of reportable compensatlon from the organlzatlonFS Yes No 3 the organlzatlon IIst any former of?cer, dIrector or trustee, key employee, or hlghest compensated employee on Me 1a? If "Yes,? complete Schedulleor such . . . . . . . No 4 For any IndIVIduaI IIsted on IIne 1a, IS the sum of reportable compensatlon and other compensatlon from the organlzatlon and related organlzatlons greater than $150,000? If "Yes," complete Schedu/leorsuch Individual any person Ilsted on Me 1a recelve or accrue compensatlon from any unrelated organlzatlon or IndIVIduaI for servrces rendered to the organlzatlon? If "Yes,"complete Schedulleorsuch person . . . . . . . No Section B. Independent Contractors 1 Complete table for yourflve hlghest compensated Independent contractors that recelved more than $100,000 of compensatlon from the organlzatlon Report compensatlon for the calendar year endan 0r the organlzatlon?s tax year (A) (B) (C) Name and busrness address of servrces Compensatlon Emergent Order Educatlonal products 499,000 505 West 5th Street Austln, TX 78704 Stephen Clouse Assocrates Development of promotlonal vrdeo 267,115 43538 Golden Meadow CIrcle Ashburn, VA 20147 Heart Strateg res LLC Educatlonal products 258,380 12355 Sunrlse Valley Drlve Ste 340 Reston, VA 20191 Morgan Meredlth Assocrates 202,813 22780 Indlan Creek Drlve Ste 100 Dulles, VA 20166 Educatlonal products 120,000 The Lowman Group 2961 A Hunter Road 810 Oakton, VA 22124 2 Total number of Independent contractors (Includlng but not IImIted to those Ilsted above) who recelved more than $100,000 ofcompensatlon from the organlzatlon II-5 Form 990 (2014) Form 990 (2014) Page 9 Statement of Revenue CheckifScheduleO contains a response ornote to any lineinthis . . . . . (A) (B) (C) (D) Total revenue Related or Unrelated Revenue exempt busmess excluded from function revenue tax under revenue sections 512-514 1a Federated campaigns . . 1a 3 Membership dues 1b 37,500 El Fundraismg events . . . . 1c Related organizations . . . 1d ., Government grants (contributions) 1e I- .E All other contributions, gifts, grants, and 1f 7,868,649 Similar amounts not included above 3 i i oncas contri ions in ines g. 1a_1f 16,741 '5 '3 Total. Add lines 1a-1f 7.906.149 in Ir Busmess Code 2a Event registration 900099 101,781 101,781 qa p? a All other program serVIce revenue Total. Add lines 2a?2f II- 101,781 3 Investment income (including leldendS, interest, 47 273 47 273 and other Similar amounts) Income from investment of tax?exempt bond proceeds F- 5 Royalties Real (ii) Personal 6a Gross rents Less rental expenses Rental income or(loss) Net rental income or (loss) Securities (ii) Other 7a Gross amount from sales of assets other than inventory Less cost or other ba5is and sales expenses Gain or (loss) Net gain 0r(loss) .p 8a Gross income from fundraismg events (not including 3 5 3, ofcontributions reported on line 1c) See PartIV,line 18 II a 5 Less direct expenses . . . Net income or (loss) from fundraismg events . . 9a Gross income from gaming actIVIties See Part IV, line 19 a Less direct expenses . . . Net income or (loss) from gaming actIVIties . . .p 103 Gross sales ofinventory, less returns and allowances a Less cost ofgoods sold . . Net income or (loss) from sales ofinventory . . Miscellaneous Revenue Busmess Code 113 Other income 900099 10 10 All other revenue Total.Addlines 11a?11d II- 10 12 Total revenue. See Instructions 8,055,213 101,791 0 47,273 Form 990 (2014) Form 990(2014) Page 10 Statement of Functional Expenses Section 501(c)(3)and 501(c)(4) organizations must complete all columns All other organizations must complete column (A) CheckIfScheduleO contalnsa response or note to In this PartIX . . . . . . .l7 Do not include amounts reported on lines 6b, (A) Prog raggewice Manag?ifwlent and 7b! 8b! 9b! and 10b Of Part Total expenses expenses general expenses expenses 1 Grants and other aSSIstance to domestic organizations and domestic governments See Part IV, line 21 1,198,575 1,198,575 2 Grants and other aSSIstance to domestic IndIVIduals See Part IV, line 22 6,668 6,668 3 Grants and other aSSIstance to foreign organizations, foreign governments, and foreign IndIVIduals See Part IV, lines 15 and 16 Benefits paid to or for members 5 Compensation ofcurrent officers, directors, trustees, and key employees 440,800 355,399 67,734 17,667 6 Compensation not Included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described In section 4958(c)(3)(B) 7 Other salaries and wages 1,538,953 1,240,796 236,478 61,679 8 PenSIon plan accruals and contributions (Include section 401(k) and 403(b) employer contributions) 15,750 12,699 2,420 631 9 Other employee benefits 102,114 82,330 15,691 4,093 10 Payroll taxes 136,614 110,718 20,177 5,719 11 Fees for serVIces (non-employees) a Management Legal 39,872 35,084 4,308 480 Accounting 86,387 69,355 16,656 376 Lobbying ProfeSSIonal fundraismg serVIces See Part IV, line 17 314,916 314,916 Investment management fees 9 Other (IfIIne 11g amount exceeds 10% ofllne 25, column (A) amount, list We 1 lg expenses on Schedule 0) 1,566,796 1,543,337 4,480 18,979 12 Advertising and promotion 13 Office expenses 542,460 176,954 14,915 350,591 14 Information technology 82,942 68,487 11,631 2,824 15 Royalties 16 Occupancy 142,571 108,980 25,772 7,819 17 Travel 450,813 421,475 1,920 27,418 18 Payments oftravel or entertainment expenses for any federal, state, or local public offICIals 19 Conferences, conventions, and meetings 799,360 784,586 112 14,662 20 Interest 21 Payments to affiliates 22 DepreCIatIon, depletion, and amortization 44,599 32,922 9,604 2,073 23 Insurance 18,714 14,505 3,271 938 24 Other expenses Itemlze expenses not covered above (List miscellaneous expenses In line 24e IfIIne 24e amount exceeds 10% ofllne 25, column (A)amount, Ilst line 24e expenses on Schedule 0 a Dues and subscriptions 33,164 26,245 2,562 4,357 Bank serVIce charges 28,880 21,723 5,728 1,429 rental 18,540 18,540 Licenses and permits 76 66 10 All other expenses 15,686 13,801 1,670 215 25 Total functional expenses. Add lines 1 through 24e 7,625,250 6,324,705 445,129 855,416 26 Joint costs. Complete this line only If the organization reported in column (B) Jomt costs from a combined educational campaign and fundraismg soIICItatIon Check here It Iffollowmg SOP 98-2 (ASC 958-720) Form 990 (2014) Form 990 (2014) Balance Sheet Page 11 Check ifSchedule 0 contains a response or note to any line In this Part . . (A) (B) Beginning ofyear End ofyear 1 Cash?non-interest-bearing 869,441 1 658,998 2 Sayings and temporary cash investments 230,607 2 1,386,669 3 Pledges and grants receivable, net 3 4 Accounts receivable, net 4 5.528 5 Loans 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 disqualified persons (as de?ned under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations ofsection 501(c)(9) voluntary employees' benefICIary organizations (see instructions) Complete Part II ofSchedule 6 7 Notes and loans receivable, net 7 8 Inventories for sale or use 8 Prepaid expenses and deferred charges 57,705 9 105,939 10a Land, bUIldings, and eqUIpment cost or other ba5is Complete Part VI of Schedule 10a 250'105 Less accumulated depreCIation 10b 217,511 72,480 10c 32,594 11 Investments?publicly traded securities 2,818,620 11 2,667,729 12 Investments?other securities See Part IV, line 11 12 13 Investments?program-related See Part IV, line 11 13 14 Intangible assets 14 15 Other assets See PartIV, ine 11 15 16 Total assets. Add lines 1 through 15 (must equal line 34) 4.048.853 16 4.857.457 17 Accounts payable and accrued expenses 322,089 17 783,813 18 Grants payable 18 19 Deferred revenue 19 20 Tax-exempt bond liabilities 20 21 Escrow or custodial account liability Complete Part IV ofSchedule 21 :2 22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified 7% persons Complete Part II ofSchedule 22 23 Secured mortgages and notes payable to unrelated third parties 23 24 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 ofSchedule . . . . . . . . 43,463 25 17,168 26 Total liabilities. Add lines 17 through 25 365.552 26 800.981 Organizations that follow SFAS 117 (ASC 958), check here It 7 and complete 3 lines 27 through 29, and lines 33 and 34. 27 Unrestricted net assets 3.541.001 27 4.014.317 28 Temporarily restricted net assets 142,300 28 42,159 29 Permanently restricted net assets 29 If Organizations that do not follow SFAS 117 (ASC 958), check here It and complete lines 30 through 34. 3 30 Capital stock or trust prinCIpal, or current funds 30 Iii-1,, 31 Paid-in or capitalsurplus,orland, building orequipment fund 31 32 Retained earnings, endowment, accumulated income, or otherfunds 32 ii; 33 Total net assets or fund balances 3,683,301 33 4,056,476 2 34 Total liabilities and net assets/fund balances 4,048,853 34 4,857,457 Form 990 (2014) Form 990(2014) Page 12 Reconcilliation of Net Assets Check IfSchedule contaIns a response or note to any Me In thIs Part XI . 1 Total revenue (must equal Part column (A), Me 12) 1 8,055,213 2 Total expenses (must equal Part IX, column (A), Me 25) 2 7,625,250 3 Revenue less expenses Subtract Me 2 from Me 1 3 429,963 4 Net assets orfund balances at begInnIng ofyear (must equal Part X, Me 33, column 4 3,683,301 5 Net unrealized gaIns (losses) on Investments 5 -56,788 6 Donated serVIces and use of 6 7 Investment expenses 7 8 WIN perIod adjustments 8 9 Other changes In net assets orfund balances (explaIn In Schedule 0) 9 0 10 Net assets orfund balances at end ofyear CombIne lInes 3 through 9 (must equal Part X, Me 33, column 10 4,056,476 Financial Statements and Reporting Check IfSchedule contaIns a response or note to any Me In thIs Part XII . I7 Yes No 1 AccountIng method used to prepare the Form 990 Cash I7 Accrual ther Ifthe organIzatIon changed Its method ofaccountIng from a prIor year or checked "Other," explaIn In Schedule 0 2a Were the organIzatIon?s fInanCIal statements compIIed or reVIewed by an Independent accountant? 2a No If?Yes,?check a box below to IndIcate whether the fInanCIal statements for the year were compIIed or reVIewed on a separate consolldated or both Separate Consolldated Both consolldated and separate Were the organlzatIon?s fInanCIal statements audIted by an Independent accountant? 2b Yes If?Yes,?check a box below to IndIcate whether the fInanCIal statements for the year were audIted on a separate baSIs, consolldated baSIs, or both I7 Separate Consolldated Both consolldated and separate If "Yes," to Me 2a or 2b, does the organIzatIon have a commIttee that assumes for overSIght ofthe audIt, reVIew, or compIIatIon ofIts fInanCIal statements and selectIon ofan Independent accountant? 2C Yes Ifthe organIzatIon changed eIther Its overSIght process or selectIon process durIng the tax year, explaIn In Schedule 0 3a As a result ofa federal award, was the organIzatIon requIred to undergo an audIt or audIts as set forth In the SIngle AudItAct and OMB CIrcularA-133? 3a N0 If "Yes," dId the organIzatIon undergo the reqUIred audIt or audIts'? Ifthe organIzatIon dId not undergo the 3b reqUIred audIt or audIts, explaIn why In Schedule 0 and descrIbe any steps taken to undergo such audIts Form 990(2014) Additional Data Software ID: Software Version: EIN: 57?0952531 Name: State POIICV Network Form 990, Part - Line 4c: Program Service Accomplishments (See the Instructions) (Code (Expenses 1,177,048 Includlng grants of$ 145,343 (Revenue Other program serVIces that further the Organlzatlon's exempt purpose Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493264006575I 0 MB No 1545-0047 SCHEDULE A Public Charity Status and Public Support (Form 990 990EZ) Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) 20 1 4 nonexempt charitable trust. Department of the It Attach to Form 990 or Form 990-EZ. Open to Public Treasury Information about Schedule A (Form 990 or 990-EZ) and its instructions is at I . Internal Revenue Serwce Name of the organization Employer identification number State Policy Network 57-0952531 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) 1 A church, convention ofchurches, or assomation ofchurches described in section 2 A school described in section (Attach Schedule 3 A hospital or a cooperative hospital serVIce organization described in section 4 A medical research organization operated in conjunction With a hospital described in section Enter the hospital's name, City, and state 5 An organization operated for the benefit ofa college or univerSIty owned or operated by a governmental unit described in section (Complete Part II 6 A federal, state, or local government or governmental unit described in section 7 I7 An organization that normally receives a substantial part ofits support from a governmental unit orfrom the general public described in section (Complete Part II 8 A community trust described in section 170(b)(1)(A)(vi) (Complete Part II 9 An organization that normally receives (1) more than 331/30/0 of its support from contributions, membership fees, and gross receipts from actIVIties related to its exempt functions?subject to certain exceptions, and (2) no more than 331/30/0 of its support from gross investment income and unrelated busmess taxable income (less section 511 tax) from busmesses achIred by the organization afterJune 30, 1975 See section 509(a)(2). (Complete Part 10 An organization organized and operated excluswely to test for public safety See section 509(a)(4). 11 An organization organized and operated exc u5ive y 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 ofsupporting organization and complete lines 11e, 11f, and 119 a Type I. A supporting organization operated, superVIsed, or controlled by its supported organization(s), typically by giVing the supported organization(s) the powerto regularly appomt or elect a majority ofthe directors or trustees ofthe supporting organization You must complete Part IV, Sections A and B. Type II. A supporting organization superVIsed or controlled in connection With its supported organization(s), by haying 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. 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 reqUIrement (see instructions) You must complete Part IV, SectionsA and D, and Part V. Check this box ifthe organization received a written determination from the IRS that it is a Type I, Type II, Type functionally integrated, orType non-functionally integrated supporting organization Enter the number ofsupported organizations . . . . . . . . Prowde the followmg information about the supported organization(s) (i)Name ofsupported (ii) EIN Type of (iv) Is the organization Amount of (vi) Amount of organization organization listed in your governing monetary support other support (see (described on lines document? (see instructions) instructions) 1- 9 above section (see instructions)) Yes No Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ. Cat N0 11285F ScheduleA(Form 990 or 990-EZ) 2014 Schedule A (Form 990 2014 Page 2 Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part If the organization fails to qualify under the tests listed below, please complete Part Section A. Public Support Calendar year (or fiscal year beginning 1 6 in)F Gifts, grants, contributions, and membership fees received (Do not include any "unusual grants Tax revenues levred forthe organization's benefit and either paid to or expended on its behalf The value ofserVIceS orfaCIlitieS furnished by a governmental unit to the organization Without charge Total.Add lines 1 through 3 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% ofthe amount shown on line 1 1, column Public support. Subtract line 5 from line 4 (a)2010 (b)2011 2012 (d)2013 (e)2014 Total 4,705,673 5,114,279 7,977,573 7,445,027 7,906,149 33,148,701 4,705,673 5,114,279 7,977,573 7,445,027 7,906,149 33,148,701 13,333,740 19,814,961 Section B. Total Support Calendar year (or fiscal year 7 8 10 11 12 13 beginning in) (a)2010 (b)2011 (c)2012 (d)2013 (e)2014 Total Amounts from line 4 4,705,673 5,114,279 7,977,573 7,445,027 7,906,149 33,148,701 Gross income from interest, leldendS, payments received on securities loans, rents, royalties and income from Similar sources 32,417 24,526 40,457 42,151 47,273 186,824 Net income from unrelated busmess actIVItieS, whether or not the buSIneSS IS regularly carried on Other income Do not include gain or loss from the sale of capital assets (Explain in Part VI) 62,818 4,783 4,315 2,766 10 74,692 Total support Add lines 7 through 10 33,410,217 Gross receipts from related actIVIties, etc (see instructions) 12 210,841 First five years. Ifthe Form 990 IS for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)( organization, check this box and stop here Section C. Computation of Public Support Percentage 3) 14 15 16a 17a 18 Public support percentage for 2014 (line 6, column lelded by line 11, column Public support percentage for 2013 Schedule A, Part II, line 1/3?/o support test?2014.Ifthe organization did not check the box on line 13, and line 14 IS 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization 33 1/3?/o support test?2013.Ifthe organization did not check a box on line 13 or 16a, and line 15 IS 33 1/3% or more, check this box and stop here.The organization qualifies as a publicly supported organization organization did not check a box on line 13, 16a, or 16b, and line 14 IS 10% or more, and ifthe organization meets the "facts-and-CIrcumstanceS" test, check this box and stop here. Explain H7 in Part VI how the organization meets the "facts-and-Circumstances" test The organization qualifies as a publicly supported organization organization did not check a box on line 13, 16a, 16b, 0r 17a, and line 15 IS 10% or more, and ifthe organization meets the "facts-and-CIrcumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-CIrcumstanceS" test The organization qualifies as a publicly supported organization Private foundation. Ifthe organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions Schedule A (Form 990 or 990-EZ) 2014 ScheduleA (Form 990 or990-EZ)2014 Page3 Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I 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 1 7a 8 in)F 2010 2011 (c)2012 2013 2014 Total Gifts, grants, contributions, and membership fees received (Do not include any "unusual grants Gross receipts from merchandise sold or serVIces performed, orfaCIlities furnished in any actIVIty that is related to the organization's tax-exempt purpose Gross receipts from actIVIties that are not an unrelated trade or busmess under section 513 Tax revenues leVIed forthe organization's benefit and either paid to or expended on its behalf The value ofserVIces or faCIlities furnished by a governmental unit to the organization Without charge Total.Add lines 1 through 5 Amounts included on lines 1, 2, and 3 received from disqualified persons Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of$5,000 or 1% ofthe amount on line 13 for the year Add lines 7a and 7b Public support (Subtract line 7c from line 6 Section B. Total Support Calendar year (or fiscal year beginning 9 10a 11 12 13 14 2010 2011 (c)2012 2013 2014 (f)Tota Amounts from line 6 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 achIred after June 30, 1975 Add lines 10a and 10b Net income from unrelated busmess actIVIties not included in line 10b, whether or not the busmess is regularly carried on Other income Do not include gain or loss from the sale of capital assets (Explain in Part VI) Total support. (Add lines 9, 10c, 11, and 12) First five years. Ifthe 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 Section C. Computation of Public Support Percentage 15 Public support percentage for 2014 (line 8, column lelded by line 13, column 15 16 Public support percentage from 2013 Schedule 15 15 Section D. Computation of Investment Income Percentage 17 Investment income percentage for 2014 (line 10c, column lelded by line 13, column 17 18 Investment income percentage from 2013 Schedule A, Part line 17 13 19a 33 1/3?/o support tests?2014.Ifthe 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 qualifies as a publicly supported organization 33 1/3?/o support tests?2013.Ifthe organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 check this box and stop here. The organization qualifies as a publicly supported organization Fl? 20 Private foundation. Ifthe organization did not check a box on line 14, 19a, or 19b, check this box and see instructions Schedule A (Form 990 or 990-EZ) 2014 Schedule A (Form 990 or 990-EZ) 2014 Part IV Supporting Organizations (Complete only ifyou checked a box on line 11 ofPartI Ifyou checked 11a ofPart I, complete Sections A and Ifyou checked 11b ofPart I, complete Sections A and Ifyou checked 11c ofPart I, complete Sections A, D, and Ifyou checked 11d ofPart I, complete Sections A and D, and complete Part V) Section A. All Supporting Organizations Page 4 1 3a 5a Are all ofthe organization?s supported organizations listed by name in the organization's governing documents? If "No, describe in Part VI how the supported organizations are deSignated. If de5ignated by class or purpose, describe the deSignation. If historic and continumg relationship, explain. Did the organization have any supported organization that does not have an IRS determination ofstatus under section 509 or (2 If "Yes,? explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2). Did the organization have a supported organization described in section 501(c)(4), (5), or If "Yes," answer and below. 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 509(a)(2 If "Yes,"describein Part VI when and how the organization made the determination. 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. Was any supported organization not organized in the United States ("foreign supported organization")? If ?Yes? and if you checked lie or 11b in Part I, answer and below. Did the organization have ultimate control and discretion in deCIding whether to make grants to the foreign supported organization? If ?Yes,?describe in Part VI how the organization had such control and discretion despite being controlled or superVised by or in connection With its supported organizations. 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 excluswely for section 170(c)(2)(B) purposes. Did the organization add, substitute, or remove any supported organizations during the tax year? If ?Yes,?answer and below (if applicable). Also, prowde 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?s organizmg document authorizmg such action, and (iv) how the action was accomplished (such as by amendment to the organizmg document). Type I or Type II only. Was any added or substituted supported organization part ofa class already deSIgnated in 9a 10a 11 the organization's organi2ing document? Substitutions only. Was the substitution the result ofan event beyond the organization's control? Did the organization prowde support (whether in the form ofgrants or the prOVI5ion ofserVIces or faCIlities) to anyone otherthan its supported organizations, IndIVIdualS 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 ofthe filing organization's supported organizations? If ?Yes,?prowde detail in Part VI. Did the organization prowde a grant, loan, compensation, or other Similar payment to a substantial contributor (defined in IRC a family member ofa substantial contributor, ora 35-percent controlled entity With regard to a substantial contributor? If ?Yes,?complete PartI of ScheduleL (Form 990). Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If ?Yes, complete Part II of Schedule (Form 990). 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 or If ?Yes,?provrde detail in Part VI. Did one or more disqualified persons (as defined in line hold a controlling interest in any entity in which the supporting organization had an interest? If ?Yes,?prOVide detail in Part VI. 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. Was the organization subJect to the excess busmess holdings rules 4943 because 4943(f) (regarding certain Type II supporting organizations, and all Type non-functionally integrated supporting organizations)? If ?Yes,?answerb below. Did the organization have any excess busmess holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess busmess holdings). Has the organization accepted a gift or contribution from any ofthe followmg persons? A person who directly or indirectly controls, either alone ortogether With persons described in and below, the governing body ofa supported organization? A family member ofa person described in above? A 35% controlled entity ofa person described in or above? If ?Yes to a, b, or c, prowde detail in Part VI10a 10b 11a 11b 11c Schedule A (Form 990 or 990-EZ) 2014 ScheduleA (Form 990 or990-EZ)2014 Page5 Part IV Supporting Organizations (continued) Section B. Type I Supporting Organizations Yes No 1 Did the directors, trustees, or membership ofone 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, superwsed, or controlled the organization?s actiVities. If the organization had more than one supported organization, describe how the powers to appOint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year. 1 2 Did the organization operate for the benefit ofany supported organization other than the supported organization(s) that operated, superVIsed, or controlled the supporting organization? If ?Yes,?explain in Part VI how prowding such benefit carried out the purposes of the supported organization(s) that operated, superVised or controlled the supporting organization. Section C. Type II Supporting Organizations Yes No 1 Were a majority ofthe organization?s directors or trustees during the tax year also a majority of the directors or trustees ofeach ofthe organization?s supported organization(s)? If ?No,?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). 1 Section D. All Type Supporting Organizations Yes No 1 Did the organization prowde to each of its supported organizations, by the last day ofthe fifth month ofthe organization?s tax year, (1) a written notice describing the type and amount ofsupport prowded during the prior tax year, (2) a copy ofthe Form 990 that was most recently filed as ofthe date of notification, and (3) copies of the organization?s governing documents in effect on the date of notification, to the extent not preVIously prowded? 1 2 Were any of the organization's officers, directors, or trustees either appomted or elected by the supported organization(s) or (ii) serVIng on the governing body ofa supported organization? If "No,"explain in Part VI how the organization maintained a close and continuous working relationship With the supported organization(s). 2 3 By reason ofthe relationship described in (2), did the organization?s supported organizations have a Significant mice in the organization?s investment and in directing the use ofthe organization?s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization?s supported organizations played in this regard. 3 Section E. Type Functionally-Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions) a The organization satisfied the ActIVIties Test Complete line 2 below The organization is the parent ofeach 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. Yes No a Did substantially all of the organization's actiVities during the tax year directly further the exempt purposes ofthe supported organization(s) to which the organization was responswe? If "Yes,? then in Part VI identify those supported organizations and explain how these actiVities directly furthered their exempt purposes, how the organization was responSive to those supported organizations, and how the organization determined that these actiVities constituted substantially all of its actiVities. 2a Did the actiVities described in constitute actiVities 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 VI the reasons for the organization?s posrtion that its supported organization(s) would have engaged in these actiVities but for the organization?s involvement. 2b 3 Parent of Supported rganlzatlons Answer and below. a Did the organization have the power to regularly appomt or elect a majority ofthe officers, directors, or trustees of each ofthe supported organizations? PrOVide details in Part VI. 3a Did the organization exerCIse a substantial degree ofdirection overthe programs and actiVities ofeach of its supported organizations? If "Yes,? describe in Part VI the role played by the organization in this regard. 3b Schedule A (Form 990 or 990-EZ) 2014 Schedule A (Form 990 or 990-EZ) 2014 Page 6 Part Type Non-Functionally Integrated 509(a)(3) Supporting Organizations 1 Check here ifthe organization satisfied the Integral Part Test as a qualifying trust on Nov 20, 1970 See instructions. All other Type non-functionally integrated supporting organizations must complete Sections A through m-hWNl-l- Section A - Adjusted Net Income (A) Prior ear (B) Current Year (optional) Net short-term capital gain Recoveries of prior-year distributions Other gross income (see instructions) Add lines 1 through 3 m-hWNl-l- DepreCIation and depletion Portion ofoperating expenses paid or incurred for production or collection of gross income orfor management, conservation, or maintenance of property held for production ofincome (see instructions) 01 Other expenses (see instructions) 7 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8 A @NmU'l Q?u??i Section - Minimum Asset Amount (A) Prior Year (B) Current Year (optional) Aggregate fair market value ofall non-exempt-use assets (see instructions for short tax year or assets held for part ofyear) 1 Average value ofsecurities 1a Average cash balances 1b Fair market value of other non-exempt-use assets 1c Total (add lines 1a, 1b, and 1c) 1d Discount claimed for blockage or other factors (explain in detail in Part VI) AchISItion 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 GNOIM-B Minimum Asset Amount (add line 7 to line 6) Section - Distributable Amount Adjusted net income for prior year (from Section A, line 8, Column A) Enter 85% ofline 1 Minimum asset amount for prior year (from Section B, line 8, Column A) Enter greater ofline 2 orline 3 Income tax imposed in prior year Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) Check here if the current year is the organization's first as a non-functionally-integrated Type supporting organization (see instructions) Current Year m-hWNI-l- Schedule A (Form 990 or 990-EZ) 2014 Schedule A (Form 990 or 990-EZ) 2014 Page 7 Section - Distributions Current Year 1 Amounts paid to supported organizations to accomplish exempt purposes 2 Amounts paid to perform actIVIty that directly furthers exempt purposes ofsupported organizations, in excess of income from actIVIty 3 Administrative expenses paid to accomplish exempt purposes ofsupported organizations 4 Amounts paid to achIre exempt-use assets 5 Qualified set-aSIde amounts (prior IRS approval reqUIred) 6 Other distributions (describe in Part VI) See instructions \l Total annual distributions. Add lines 1 through 6 8 Distributions to attentive supported organizations to which the organization is responswe (prowde details in Part VI) See instructions 9 Distributable amount for 2014 from Section C, line 6 10 Line 8 amount lelded by Line 9 amount Section - Distribution Allocations (see (ii) instructions) Excess Distributions Undegtls-tzr?T?i?t ions Distributable Amount for 2014 1 Distributable amount for 2014 from Section C, line 6 2 Underdistributions, ifany, for years prior to 2014 (reasonable cause reqUIred--see instructions) 3 Excess distributions carryover, ifany, to 2014 From 2009. From 2010. From 2011. From 2012. From 2013. . Total oflines 3a through 9 Applied to underdistributions of prior years Applied to 2014 distributable amount i Carryoverfrom 2009 not applied (see instructions) Remainder Subtract lines 39, 3h, and 3i from 3f 4 Distributions for 2014 from Section D, line 7 a 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, ifany Subtract lines 39 and 4a from line 2 (ifamount greater than zero, see instructions) 6 Remaining underdistributions for 2014 Subtract lines 3h and 4b from line 1 (ifamount greaterthan zero, see instructions) 7 Excess distributions carryover to 2015. A dd lines 3] and 4c 8 Breakdown ofline 7 From 2010. From 2011. From 2012. From 2013. From 2014. Schedule A (Form 990 or 990-EZ) (20 14) ScheduleA (Form 990 or990-EZ)2014 Page8 Supplemental Information. Prowde the explanations reqUIred by Part II, line 10; Part II, line 17a or 17b; Part line 12; Part IV, Section A, lines 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions). Facts And Circumstances Test Return Reference Explanation Schedule A (Form 990 or 990-EZ) 2014 Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - DLN: 93493264006575I SCHEDULE Political Campaign and Lobbying Activities 0MB N0 1545-0047 (Form 990 or 990452) For Organizations Exempt From Income Tax Under section 501 and section 527 201 4 Department ofthe Treasury Ir Complete if the organization is described below. II- Attach to Form 990 or Form 990-EZ. Ir Information about Schedule (Form 990 or 990-EZ) and its instruct ions is at Open to Public Internal Revenue Seniice . . Ins I ection If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 99042, Part V, line 46 (Political Cam paign Activities), then I- Section 501(c)(3) organizations Complete Parts I-A and Do not complete Part I-C in Section 501(c) (other than section 501(c)(3)) organizations Complete Parts I-A and below Do not complete Part I-B a Section 527 organizations Complete Part I-A only If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 99042, Part VI, line 47 (Lobbying Activities), then in Section 501(c)(3) organizations that have filed Form 5768 (election under section Complete Part II-A Do not complete Part a Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)) Complete Part Do not complete Part II-A If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 99042, Part V, line 35c (Proxy Tax) (see separate instructions), then a Section 501(c)(4), (5), or (6) organizations Complete Part Name ofthe organization Employer identification number State Policy Network 57-0952531 Complete if the organization is exempt under section 501(c) or is a section 527 organization. 1 Prowde a description of the organization's direct and indirect political campaign actIVIties in Part IV 2 Political expenditures b- 3 Volunteer hours Part I-B Complete if the organization is exempt under section 501(c)(3). 1 Enter the amount ofany eXCIse tax incurred by the organization under section 4955 h- 2 Enter the amount ofany eXCIse tax incurred by organization managers under section 4955 h- 3 Ifthe organization incurred a section 4955 tax, did it file Form 4720 forthis year? Yes No 4a Was a correction made? Yes No If"Yes,"describeinPartIV Part I-C Complete if the organization is exempt under section 501(c), except section 501(c)(3). 1 Enter the amount directly expended by the filing organization for section 527 exempt function actIVIties Ir 2 Enter the amount ofthe filing organization's funds contributed to other organizations for section 527 exempt function actIVIties Ir 3 Total exempt function expenditures Add lines 1 and 2 Enter here and on Form 1120-PO L, line 17b Did the filing organization file Form 1120-POL for this year? Yes No 5 Enter the names, addresses and employer identification number (EIN)ofa section 527 political organizations to which the filing organization made payments For each organization listed, enter the amount paid from the filing organization's funds Also enter the amount of political contributions received that were and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC) Ifadditional space is needed, prowde information in Part IV Name (b)Address (C) EIN (d)Amount paid from (e)Amount 0f political filing organization's contributions received funds Ifnone, enter -0- and and directly delivered to a separate political organization Ifnone, enter-0- For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ. Cat No 500345 Schedule (Form 990 or 990-52) 2014 Schedule (Form 990 or 990-EZ) 2014 Page 2 Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)). A Check h- ifthe filing organization belongs to an affiliated group (and list In Part IV each affiliated group member's name, address, EIN, expenses, and share ofexcess lobbying expenditures) Check h- ifthe filing organization checked box A and "limited control" apply Limits on Lobbying Expenditures or?aaglgl?rogm 3:33?? (The term "expenditures" means amounts paid or incurred.) totals totals 1a Total lobbying expenditures to influence public opinion (grass roots lobbying) 0 Total lobbying expenditures to influence a legislative body (direct lobbying) 0 Total lobbying expenditures (add lines 1a and 1b) 0 Other exempt purpose expenditures 7,310,334 Total exempt purpose expenditures (add lines 1c and 1d) 7,310,334 Lobbying nontaxable amount Enter the amount from the followmg table in both 515 517 columns If the amount on line 1e, column or is: The lobbying nontaxable amount is: Not over $500,000 20% of the amount on line 1e Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000 Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000 Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000 Over $17,000,000 $1,000,000 Grassroots nontaxable amount (enter 25% ofline 1f) 128,879 Subtract line 1g from line 1a Ifzero or less, enter-O- 0 i Subtract line 1ffrom line 1c Ifzero or less, enter-0- 0 Ifthere is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax forthis year? _Yes No 4-Year Averaging Period Under section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.) Lobbying Expenditures During 4-Year Averaging Period Calendar year (or fiscal year beginningin) 2011 2012 (c)2013 2014 (e)Total 2a Lobbying nontaxable amount 401,598 573,578 502,629 515,517 1,993,322 Lobbying ceiling amount 2,989,983 (150% of line 2a, column(e)) Total lobbying expenditures Grassroots nontaxable amount 100,400 143,395 125,657 128,879 498,331 Grassroots ceiling amount 747,497 (150% ofline 2d, column Grassroots lobbying expenditures Schedule (Form 990 or 990-EZ) 2014 ScheduleC (Form 990 or990-EZ)2014 Page3 Part Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)). a For each "Yes response to lines 1a through 1i below, prowde in Part IV a detailed description of the lobbying actiwty. Yes No Amount 1 During the year, dId the fIlIng organization attempt to Influence foreign, national, state or local legislation, Including any attempt to Influence public opinion on a legislative matter or referendum, through the use of Volunteers? Paid staff or management (Include compensation In expenses reported on lines 1c through edia advertisements? Mailings to members, legislators, orthe public? Publications, or published or broadcast statements? Grants to other organizations for lobbying purposes? Direct contact With legislators, their staffs, government offICIals, or a legislative body? Rallies, demonstrations, seminars, conventions, speeches, lectures, or any Similar means? Other actIVItIes? Total Add lines 1c through 1I 2a Did the actIVItIes In line 1 cause the organization to be not described In section 501(c)(3)? I If"Yes," enter the amount ofany tax Incurred under section 4912 If"Yes," enter the amount ofany tax Incurred by organization managers under section 4912 Ifthe fIlIng organization Incurred a section 4912 tax, dId It file Form 4720 for this year? I Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6). Yes No 1 Were substantially all (90% or more) dues received nondeductible by members? 1 2 the organization make only In-house lobbying expenditures of$2,000 or less? 2 3 the organization agree to carry over lobbying and political expenditures from the prior year? 3 Part Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either BOTH Part lines 1 and 2, are answered "No" 0R Part line 3, is answered ?Yes." 1 Dues, assessments and Similar amounts from members 1 2 Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid). a Current year 2a Carryoverfrom last year 2b Total 2c 3 Aggregate amount reported In section 6033(e)(1)(A) notices of nondeductible section 162(e) dues 3 4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? 4 5 Taxable amount oflobbyIng and political expenditures (see Instructions) 5 Part IV Supplemental Information the descriptions reqUIred for Part l-A, line 1, Part l-B, line 4, Part l-C, line 5, Part II-A (affiliated group list), Part II-A, lines 1 and 2 see Instructions and Partll-B line 1 Also com lete thIs art for an additional Information Return Reference Explanation Schedule (Form 990 or 990EZ) 2014 ScheduleC (Form 990 or990-EZ)2013 Page4 Su lemental Information continued Return Reference Explanation Schedule (Form 990 or 990EZ) 2014 Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - DLN: 93493264006575I . . OMB No 1545-0047 SCHEDULE Supplemental FInanCIal Statements (Form 990) hr Complete if the organization answered "Yes," to Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. Department ofthe Treasury Attach to Form 990- Open to Public Inlemal Revenue Servrce Information about Schedule (Form 990) and its instructions is at Inspection Name of the organization Employer identification number State Pollcy Network 57-0952531 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete If the organIzatIon answered "Yes" to Form 990 Part IVDonor adVIsed funds Funds and other accounts Total number at end of year Aggregate value ofcontrIbutIons to (durIng year) Aggregate value ofgrants from (durIng year) Aggregate value at end ofyear the organIzatIon Inform all donors and donor adVIsors In ertIng that the assets held In donor adVIsed funds are the organIzatIon's property, subject to the organIzatIon's excluswe legal control? Yes No the organIzatIon Inform all grantees, donors, and donor adVIsors In ertIng that grant funds can be used only for charItable purposes and not for the bene?t ofthe donor or donor adVIsor, or for any other purpose conferrIng ImpermISSIble prIvate bene?t? Yes NO Conservation Easements. Complete If the organlzatIon answered ?Yes? to Form 990, Part IV, Ine 7. 1 Purpose(s) ofconservatIon easements held by the organIzatIon (check all that apply) PreservatIon ofland for pubIIc use (e recreatIon or educatIon) PreservatIon ofan historically Important land area ProtectIon of natural habItat PreservatIon ofa certIerd hIstorIc structure PreservatIon ofopen space Complete Ines 2a through 2d Ifthe organlzatIon held a conservatIon contrIbutIon In the form ofa conservatIon easement on the last day ofthe tax year Held at the End of the Year Total number ofconservatIon easements 2a Total acreage restrIcted by conservatIon easements 2b Number ofconservatlon easements on a certIerd hIstorIc structure Included In 2c Number ofconservatlon easements Included In achIred after 8/17/06, and not on a hIstorIc structure Isted In the NatIonal RegIster 2d Number ofconservatIon easements modIerd, transferred, released, extIngUIshed, or termInated by the organIzatIon durIng the tax year Ir Number ofstates where property subject to conservatIon easement Is located II- Does the organIzatIon have a ertten pollcy regardIng the perIodIc monItorIng, InspectIon, handIIng ofVIolatIons, and enforcement ofthe conservatIon easements It holds? Yes No Staff and volunteer hours devoted to monItorIng, InspectIng, and enforCIng conservatIon easements durIng the year II- Amount ofexpenses Incurred In monItorIng, InspectIng, and enforcmg conservatIon easements durIng the year Does each conservatIon easement reported on Me 2(d) above satIsfy the reqUIrements ofsectIon and sectIon Yes No In Part descrIbe how the organIzatIon reports conservatIon easements In Its revenue and expense statement, and balance sheet, and Include, IfappIIcable, the text of the footnote to the organIzatIon?s fInanCIal statements that descrIbes the organIzatIon?s accountIng for conservatIon easements Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. 1a Complete If the organrzatron answered ?Yes" to Form 990, Part IV, Me 8. Ifthe organIzatIon elected, as permItted under SFAS 116 (ASC 958), not to report In Its revenue statement and balance sheet works ofart, hIstorIcal treasures, or other assets held for pubIIc ethbItIon, educatIon, or research In furtherance of pubIIc serVIce, prOVIde, In Part the text ofthe footnote to Its fInanCIal statements that descrIbes these Items Ifthe organIzatIon elected, as permItted under SFAS 116 (ASC 958), to report In Its revenue statement and balance sheet works ofart, hIstorIcal treasures, or other assets held for pubIIc ethbItIon, educatIon, or research In furtherance of pubIIc serVIce, prowde the followmg amounts relatIng to these Items Revenue Included In Form 990, Part Me 1 Ir (ii)Assets IncludedIn Form 990,PartX hr$ Ifthe organIzatIon recered or held works ofart, hIstorIcal treasures, or other assets for fInanCIal gaIn, prowde the followmg amounts reqUIred to be reported under SFAS 116 (ASC 958) relatIng to these Items RevenueIncludedIn Form Ir$ Assets IncludedIn Form 990,PartX For Paperwork Reduction Act Notice, see the Instructions for Form 990Schedule (Form 990) 2014 Schedule (Form 990) 2014 Manizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) Page 2 3 Usmg the organization's achISItion, accessmn, and other records, check any ofthe followmg that are a Significant use of Its collection Items (check all that apply) a Public exhibition Loan or exchange programs Scholarly research Other Preservation for future generations 4 Prowde 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 ofart, historical treasures or other Similar assets to be sold to raise funds ratherthan to be maintained as part ofthe organization?s collection? Yes NO 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. 1a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990,Part FY85 If "Yes," explain the arrangement in Part and complete the followmg table Amount Beginning balance 1C Additions during the year 1d Distributions during the year 1e Ending balance 1f 2a Did the organization include an amount on Form 990,Part X,line 21,forescroworcustodial accountliability? I_Yes If"Yes," explain the arrangement in Part Check here ifthe explanation has been prowded in Part Part Endowment Funds. Complete if the organization answered ?Yes" to Form 990, Part IV, line 10. (a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back 1a Beginning ofyear balance Contributions Net investment earnings, gains, and losses Grants or scholarships Other expenditures forfaCIlities and programs Administrative expenses 9 End ofyear balance 2 Prowde the estimated percentage ofthe current year end balance (line lg, column held as a Board de5ignated or quaSI-endowment II- Permanent endowment II- Temporarily restricted endowment hr The percentages in lines 2a, 2b, and 2c should equal 100% 3a Are there endowment funds not in the possessmn ofthe organization that are held and administered for the organization by Yes No unrelated organizations 3a(i) (ii) related organizations . . . . . . . . . . . . . . 3a(ii) If"Yes" to 3a(ii), are the related organizations listed as reqUIred on Schedule 3b 4 Describe in Part the intended uses ofthe organization's endowment funds 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 (b)Cost or other Accumulated Book value ba5is (investment) ba5is (other) depreCIation 1a Land Leasehold improvements 111,110 93,658 17,452 EqUIpment 138,995 123,853 15,142 eOther 0 Total. Add lines 1a through 1e (Column must equal Form 990, Part X, column (3), line Ir 32,594 Schedule (Form 990) 2014 Schedule (Form 990)2014 Page3 Investments?Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12. Description ofsecurity or category (b)Book value Method ofvaluation (including name ofsecurity) Cost or end-of?year market value (1 )FinanCIal derivatives (2 losely-held eqUIty interests Other Total. (Column must equal Form 990, PartX, col (B) line 12) Investments?Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13. Description of investment Book value Method ofvaluation Cost or end-of?year market value Total. (Column must equal Form 990, PartX, col (B) line 13) Other Assets. Complete ifthe organization answered 'Yes' to Form 990, Part IV, line 11d See Form 990, Part X, line 15 Description Book value . . . . . . . . . . . I- Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25. 1 Description of liability Book value Federal income taxes Capital Lease 2,936 Deferred rent 14,232 Total. (Column must equal Form 990, PartX, col (B) line 25) p. 17,168 2. Liability for uncertain tax pOSItions In Part prowde the text ofthe footnote to the organization's finanCIal statements that reports the organization's liability for uncertain tax p05itions under FIN 48 (ASC 740) Check here ifthe text ofthe footnote has been prowded in Part 7 Schedule (Form 990) 2014 Schedule (Form 990)2014 Page4 Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete If the organization answered 'Yes' to Form 990, Part IV, lIne 12a. Total revenue, gaIns, and other support per audIted fInanCIal statements . . . . . . . 1 8,013,497 2 Amounts Included on lIne 1 but not on Form 990, Part lIne 12 a Net unreaIIzed gaIns (losses) on Investments . . . . 2a -56,788 Donated serVIces and use . . . . . . . . . 2b 15,072 RecoverIes of prIor year grants . . . . . . . . . . . 2c Other (DescrIbe In Part . . . . . . . . . . . . 2d Add lInes 2a through -41,716 3 SubtractIIne 2e from 8,055,213 4 Amounts Included on Form 990, Part Investment expenses notIncluded on Form 990,Part 7b . 4a Other (DescrIbe In Part . . . . . . . . . . . 4b AddlInes4aand4bTotal revenue Add lInes 3and 4c. (ThIs must equal Form 990, PartI,055 ,213 Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete If the organIzatIon answered 'Yes' to Form 990, Part IV, IIne 12a. Total expenses and losses per audIted fInanCIal statements . . . . . . . . . . . 1 7,640,322 2 Amounts Included on Me 1 but not on Form 990, Part IX, Me 25 a Donated serVIces and use . . . . . . . . . . 2a 15,072 PrIor year adjustments . . . . . . . . . . . . . . 2b Otherlosses . . . . . . . . . . . . . . . . 2c Other (DescrIbe In Part . . . . . . . . . . . . 2d Add lInes 2a through 15,072 3 Subtract lIne 2e from 7,625,250 4 Amounts Included on Form 990, Part IXInvestment expenses notIncluded on Form 990,Part 7b . . 4a Other (DescrIbe In Part . . . . . . . . . . . . 4b Add lInes 4aand Total expenses Add lInes 3and 4c. (ThIs must equal Form 990, PartI7,625,250 Supplemental Information the descrIptIons reqUIred for Part II, lInes 3, 5, and 9, Part lInes 1a and 4, Part IV, lInes 1b and 2b, Part V, Me 4, Part X, Me 2, Part XI, lInes 2d and 4b, and Part XII, lInes 2d and 4b Also complete thIs part to prOVIde any addItIonal InformatIon Return Reference ExplanatIon Part X, LIne 2 Management evaluated SPN's tax pOSItIons and concluded that Its fInanCIal statements do not contaIn an uncertaIntax OSItIons Schedule (Form 990) 2014 Schedule (Form 990)2013 Pages Su lemental Information continued Return Reference Explanation Schedule (Form 990) 2014 lefile GRAPHIC print - Do NOT PROCESS As Filed Data - DLN: 93493264006575I SCHEDULE (Form 990 or 990-EZ) Deparimeni of the Treasury lniemal Revenue Seniice Supplemental Information Regarding Fundraising or Gaming Activities Complete ifthe organization answered "Yes" to Form 990, Pait IV, lines 17, 18, or 19, or ifthe organization entered more than $15,000 on Form line 6a. IPAttach to Form 990 or Form 990-EZ. PInformation about Schedule (Form 990 or 990-EZ) and its instructions is at gav/fann990. OMB No 1545-0047 Open to Public Inspection Name of the organization State Policy Network 57-0952531 Employer identification number Fundraising Activities. Complete if the organization answered "Yes? to Form 990, Part IV, line 17. Form filers are not reqUIred to complete this part. 1 Indicate whether the organization raised funds through any ofthe followmg actIVIties Check all that apply a I7 Mail soliCitations '7 SoliCitation of non-government grants I7 Internet and email soliCitations SoliCitation ofgovernment grants Phone SOIICItations SpeCIal fundraismg events I7 In-person soliCitations 2a Did the organization have a written or oral agreement With any lnlelduaI (including officers, directors, trustees or key employees listed in Form 990, Part VII) or entity in connection With profeSSIonal fundraismg serVIces? '7 Yes No If"Yes," list the ten highest paid indIVIduals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization Name and address of (ii) ActIVIty Did (iv) Gross receipts Amount paid to (vi) Amount paid to indIVIdual fundraiser have from actIVIty (or retained by) (or retained by) or entity (fundraiser) custody or fundraiser listed in organization control of col contributions? Yes No 1 AdVIse on No 664,796 62,451 602,345 ClearWord marketing and Communications fundraismg 10302 Bristow Center materials Drive 51 Bristow,VA 20136 2 AdVIse on No 184,688 252,465 -67,777 Stephen Clouse marketing and Assouates fundraismg 43538 Golden Meadow materials Circle Ashburn,VA 20147 Total. .IP 849,484 314,916 534,568 3 List all states in which the organization is registered or licensed to soliCit contributions or has been notified it is exempt from registration or licensmg AL, AR, CA, co, CT, FL, GA, IL, KS, KY, LA, ME, MD, MA, MI, MN, MS, Mo, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, For Paperwork Reduction Act Notice, see the Instructions for Form 9900r 990-EZ. Cat No 50083H Schedule (Form 990 or 990-EZ) 2014 Schedule (Form 990 or 990-EZ) 2014 Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraismg event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events With gross receipts greater than $5,000. Page 2 Event #1 Event #2 Other events Total events (add col through col (event type) (event type) (total number) 1 Gross receipts :11 2 Less Contributions a: 3 Gross income (line 1 minus line 2) 4 Cash prizes 5 Noncash prizes to 6 Rent/faCIlity costs CL Ii 7 Food and beverages 8 Entertainment 5? 9 Other direct expenses 10 Direct expense summary Add lines 4 through 9 in column It 11 Net income summary Subtract line 10 from line 3, column Gaming. Complete if the organization answered ?Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form line 6a. CD Bingo Pull tabs/Instant Other gaming Total gaming (add 2 bingo/progresswe bingo col through col a: 1 Gross revenue 2 Cash prizes tn 3 Non-cash prizes 4 Rent/faCIlity costs E: 5 Other direct expenses Yes Yes Yes 6 Volunteerlabor . . . No No No 7 Direct expense summary Add lines 2 through 5 in column 8 Net gaming income summary Subtract line 7 from line 1, column It 9 Enter the state(s) in which the organization conducts gaming actIVIties Is the organization licensed to conduct gaming actIVIties in each of these states? Yes NO If"No," explain 10a Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . Yes No If"Yes," explain Schedule (Form 990 or 990-EZ) 2014 ScheduleG(Form 990 or990-EZ)2014 Page3 Does the organization conduct gaming actIVIties With nonmembersthe organization a grantor, benefICIary or trustee ofa trust or a member ofa partnership or other entity formed to administer charitable gamingIndicate the percentage ofgaming actIVIties conducted in Theorganization'sfaCIlity . . . . . . . . . . . . . . . . . . . . . . 13a 0/0 0/0 Enter the name and address ofthe person who prepares the organization's gaming/speCIal events books and records Name!Ir Address I Does the organization have a contract With a third party from whom the organization receives gaming If "Yes," enter the amount ofgaming revenue received by the organization and the amount ofgaming revenue retained by the third party If "Yes," enter name and address of the third party Name? Address Gaming manager information Namel'" Gaming manager compensation Description ofserVIces prowded Director/officer Employee Independent contractor Mandatory distributions Is the organization reqUIred under state law to make charitable distributions from the gaming proceeds to retainthestategaminglicense _Yes _No Enter the amount of distributions reqUIred under state law distributed to other exempt organizations or spent in the organization's own exempt actIVIties during the tax year!" Part IV Supplemental Information. Prowde the explanations reqUIred by Part I, line 2b, columns and and Part lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also prowde any additional information (see instructions). Return Reference Explanation Schedule (Form 990 or 990-EZ) 2014 lefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - DLN: 93493264006575 ScheduleI . . . OMB No 1545-0047 (Form 990) Grants and Other AsSIstance to Organizations, 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 Internal Revenue It Information about Schedule I (Form 990) and its instructions is at Inspection Name of the organization Employer identification number State Policy Network 57-0952531 General Information on Grants and Assistance 1 Does the organization maintain records to substantiate the amount of the grants or a55istance, the grantees' eligibility for the grants or a55istance, and the selectioncriteria usedtoawardthegrants ora55istance7 7Yes 2 Describe in Part IV the organization' 5 procedures for monitoring the use ofgrant funds in the United States 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. Name and address of EIN IRC section Amount ofcash Amount of non- Method of (9) Description of Purpose ofgrant organization ifapplicable grant cash valuation non-cash a55istance ora55istance or government a55istance (book, FMV, appraisal, other) See Additional Data Table For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50055P Schedule I (Form 990) 2014 Schedule I (Form 990) 2014 Page 2 Grants and Other Assistance to Domestic Individuals. Complete Part can be duplicated if additional space is needed. if the organization answered "Yes" to Form 990, Part IV, line 22. (a)Type ofgrant or aSSIstance (b)N umber of moments (c)Amount of cash grant (d)A mount of non-cash a55istance (e)Method ofvaluation (book, FMV, appraisal, other) (f)Description of non-cash a55istance (1) Travel awards 14 6,668 Part IV Supplemental Information. Prowde the information reqwred in Part I, line 2, Part column and any other additional information. Return Reference Explanation Part I, Line 2 All grants were given based on proposals submitted and reVIewed to insure effectiveness and compliance With our mi55ion and 501(c)(3) status Each grant required a report at the completion ofthe prOJect, all ofwhich were collected for prOJects completed in 2014 Schedule I (Form 990) 2014 Additional Data Software ID: Software Version: EIN: Name: 57-0952531 State Policy Network Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) Advance Arkansas 27-0271657 501(c)(3) 26,000 Health Care pollcy 55 Fontenay research, tax and LIttIe Rock,AR 72223 trade educatlon Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) Alabama PollcyInstItute402 63-0809568 501(c)(3) 15,000 Debate serles Of?ce Park Drlve 300 35223 Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Or anizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) Beacon Center ofTennessee 20-1808567 501(c)(3) 40,000 Communlcatlons PO Box 198646 37219 educatlon, Health Care pollcy research Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Or anizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) Buckeye for Publlc 31-1278593 501(c)(3) 47,250 Communlcatlons Pollcy Solutlon588 East Broad Street 1120 Colubmus,OH 43215 educatlon, general operatlng Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) Callfornla Pollcy Center 27-2870463 501(c)(3) 59,100 Tax and budget 180021rVIne 108 Tustln,CA 92780 research, general operatlng Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) Cascade PoIIcyInstItute 93-1045925 501(c)(3) 20,000 Debate serles 4850 SW Scholls Ferry Road 103 Portland,OR 97225 Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) Commonwealth Foundatlon 23-2473845 501(c)(3) 26,000 General operatlng, tax 225 State Street 302 17101 educatlon Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Org anizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) Freedom FoundatlonPO Box 94-3136961 501(c)(3) 11,000 Communlcatlon 552 98507 Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) GoldwaterInstItute for Publlc 86-0597661 501(c)(3) 20,300 Debate serles,genera Pollcy500 Coronado Road Phoenlx,AZ 85004 operatlng Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) PollcyInstItute190 41-2057028 501(c)(3) 38,300 Debate serles,genera LaSalle Street 1630 Chlcago,IL 60603 operatlng Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) Independence 84-0990300 501(c)(3) 72,350 16th Avenue Denver,CO 80203 Tax and budget research, general operatlng, federallsm educatlon Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) John Locke Foundatlon200W 56-1656943 501(c)(3) 50,100 Tax and budget Morgan Street Ralelgh, NC 27601 research Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) JohnWPopeCIVItas 20-2454741 501(c)(3) 10,000 Street Ralelgh, NC 27603 General operating Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) Kansas PollcyInstItute250 23-7047821 501(c)(3) 14,600 Tax and budget Water StreetSUIte 216 67202 research Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) MacIverInstItute44 leflln 26-2639114 501(c)(3) 46,600 Street 201 Madlson,WI 53703 Tax and budget research, tax and trade research, general operating Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) MacklnacCenterforPubIIc 38-2701547 501(c)(3) 46,300 Debate serles,genera Box 568 Midland,MI 48640 operatlng Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) Maryland Publlc Pollcy 52-2199055 501(c)(3) 15,000 Debate serles Box 195 Germantown,MD 20875 Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) Montana PollcyInstItute129 20-2591461 501(c)(3) 22,000 Health Care pollcy Falrway Drlve Helena, MT 59601 research, federallsm educatlon Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) Oklahoma CounCIlofPubllc 73-1436375 501(c)(3) 40,000 Debate serles, Affalrsl401 LIncoln Oklahoma Clty,OK 73104 federallsm educatlon Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) Palmetto Pollcy ForumPO 26-3077338 501(c)(3) 25,000 Federallsm educatlon, Box 12676 Columbla,SC 29211 general operating Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) PellcanInstItute for Publlc 26-1704791 501(c)(3) 10,250 Tax and trade Pollcy643 Magazme Street 301 New Orleans, LA 70130 research, general operatlng Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Amount of non- ethod of of Purpose of grant Name and address of EIN IRC Code sectlon Amount ofcash organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government asSIstance (book, FMV, appralsal, other) PIatteInstItute for Economlc 20-8809060 501(c)(3) 13,000 Tax and trade Research900 74th 400 Omaha,NE 68114 research, general operatlng Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV,appraIsaI, other) Rlo Grande FoundatlonPO 85-0468446 501(c)(3) 10,250 Federallsm educatlon, Box 70336 Alburquerque, NM 87196 general operating Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Or anizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) Show-Me Institute4512 20-1957878 501(c)(3) 76,100 PIne St Lows, MO 63108 Tax and budget research, communications educatlon, general operatlng Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) South Carollna Pollcy 57-0835744 501(c)(3) 25,000 Debate serles Pendelton Street Columbla, SC 2920 1 Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Org anizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) Spark Freedom605 Long 27-4827443 501(c)(3) 71,000 Tax educatlon, Branch Road Lancaster,TN 35869 communlcatlon Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) State Budget SolutlonsPO 27-1501919 501(c)(3) 30,000 Health Care pollcy Box 19366 Kalamazoo,MI 49019 research Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) Sutherland 87-0531727 501(c)(3) 65,100 Tower West BUIIdlng 15 South Temple 200 Salt Lake Clty,UT 84101 Tax and budget research, tax research, general operatlng Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) Texas Publlc Pollcy 74-2524057 501(c)(3) 89,400 Debate serles, tax and Foundatlon900 Congress Avenue 400 Austln,TX 78701 budget research, tax and trade research, general operating Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) The James MadlsonInstItute 59-2811908 501(c)(3) 40,000 Debate serles,tax 100 Duval Street Tallahassee,FL 32301 and budget research Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) Thomas JeffersonInstItute 51-0280185 501(c)(3) 15,000 Debate serles 9035 Golden Sunset Lane 22153 Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) 91-1752769 501(c)(3) 18,000 Debate serles Box 3643 Seattle,WA 981 24 lefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - Schedule Compensation Information 0MB No 1545-0047 (Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 2014 IF Complete if the organization answered "Yes" to Form 990, Part IV, line 23. Depariment ofthe Treasury I. Attach to Form 990_ Open to Internal Revenue Service II- Information about Schedule (Form 990) and its instructions is at InSPeCtlon Name ofthe organization State Policy Network 57-0952531 Questions Regarding Compensation 1a 9 Employer identification number Check the approprate box(es) rfthe organization provrded any ofthe followrng to or for a person listed in Form 990, Part VII, Section A, lrne 1a Complete Part to provrde any relevant information regarding these items First-class or charter travel Housrng allowance or resrdence for personal use Travel for companions Payments for busrness use of personal resrdence Tax and gross-up payments Health or socral club dues or fees spending account Personal servrces (e maid, chauffeur, chef) Ifany of the boxes in lrne 1a are checked, did the organization followa written policy regarding payment or reimbursement or provrsron ofall ofthe expenses described above? If"No," complete Part to explain Did the organization requrre substantiation prrorto or allowrng expenses incurred by all directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in lrne 1a? Indicate which, rfany, ofthe followrng the organization used to establish the compensation ofthe organization's CEO/Executive Director Check all that apply Do not check any boxes for methods used by a related organization to establish compensation ofthe CEO/Executive Director, but explain in Part I7 Compensation committee employment contract Independent compensation consultant Compensation survey or study I7 Form 990 of other organizations I7 Approval by the board or compensation committee During the year, did any person listed in Form 990, Part VII, Section A, lrne 1a With respect to the organization or a related organization Receive a severance payment or change-of?control payment? in, or receive payment from, a supplemental nonqualrfred retirement plan? in, or receive payment from, an equrty-based compensation arrangement? If"Yes" to any oflrnes 4a-c, the persons and provrde the applicable amounts for each item in Part Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9. For persons listed in Form 990, Part VII, Section A, lrne 1a, did the organization pay or accrue any compensation contingent on the revenues of The organization? Any related organization? If"Yes," to lrne 5a or 5b, describe in Part For persons listed in Form 990, Part VII, Section A, lrne 1a, did the organization pay or accrue any compensation contingent on the net earnings of The organization? Any related organization? If"Yes," to lrne 6a or 6b, describe in Part For persons listed in Form 990, Part VII, Section A, lrne 1a, did the organization provrde any non-fixed payments not described in lines 5 and 6? If"Yes," describe in Part Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was subject to the initial contract exception described in Regulations section 53 If"Yes," describe in Part If"Yes" to lrne 8, did the organization also follow the rebuttable presumption procedure described in Regulations section For Paperwork Reduction Act Notice, see the Instructions for Form 990. at 5 OO 5 3T Schedule (Form 990) 2014 Schedule (Form 990) 2014 Page 2 Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed. For each indIVIdual whose compensation must be reported in Schedule J, report compensation from the organization on row and from related organizations, described in the instructions, on row (ii) Do not list any indIVIduals that are not listed on Form 990, Part VII Note. The sum ofcolumns for each listed indIVIdual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that indIVIdual (A) Name and Title (B) Breakdown ofW-2 and/or 1099-MISC compensation (C) Retirement and (D) Nontaxable (E) Total ofcolumns (F) Compensation in Ba (ii) Bonus Other other deferred benefits column(B) reported .ncentwe reportable compensation as deferred in prior compensation compensation Form 990 1 Trace] Sharp, Pre5ident 212,000 50,000 0 4,000 0 266,000 Tony Woodlief, Executive 165,000 1,500 0 3,300 5,000 174,800 0 VICE (iiDaniel Erspamer, VP for 110,000 37,526 0 2,200 5,957 155,683 0 Strateqlc PartnerSh (iiSchedule (Form 990) 2014 Schedule] (Form 990)2014 Page 3 Supplemental Information Prowde the Information, explanation, or descriptions reqUIred for Part I, lines 1aand for Part II Also complete this part for any additional information Explanation Ret urn Reference Part I, Line 7 The Organization sometimes prowdes spot, mid and end-of-year bonuses for staff based on performance Schedule (Form 990) 2014 lefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493264006575I OMB No 1545-0047 35:53:33; Supplemental Information to Form 990 or 990-EZ 201 4 Complete to provide information for responses to specific questions on Form 990 or or to provide any additional information. Open to PUbliC Ir Attach to Form 990 or 990-EZ. Inspection II- Information about Schedule 0 (Form 990 or 990-EZ) and its instructions is at Department of the Treasury Internal Revenue Semice Name of the organization Employer identification number State Policy Network 57-0952531 990 Schedule 0, Supplemental Information Return Reference Explanation Form 990, Part VI, Section B, line 11 Form 990, Part VI, Section B, line 120 Conflict of interest mines are reVIeW ed and monitored annually and all SPN staff and SP Board of Directors must Sign this policy on an annual Compliance With this policy IS mandatory as per SPN's Employee Handbook Form 990, Part VI, Section B, line 15 Staff compensation recommendations are submitted to the Board of Directors as part of the annual budgeting process The Personnel Committee makes recommendations for CEO compensati on after an evaluation that includes a reVIeW of industry standards and peer compensation packages The Committee submits its recommendations for CEO compensation to the full Board of Directors for discussmn and final approval before being incorporated into the annual budget Form 990, Part VI, Section C, line 19 No documents available to the public Form 990, Part IX, line 11g Graphic deSIgn Program serVIce expenses 55,860 Management and general expenses 57 Fundr aismg expenses 22 Total expenses 55,939 Development Program serVIce expenses 70,283 anagement and general expenses 0 Fundraismg expenses 0 Total expenses 70,283 Administr ative Program serVIce expenses 1,561 Management and general expenses 0 Fundraismg expe nses 0 Total expenses 1,561 Consultants Program serVIce expenses 1,397,499 Management and general expenses 4,423 Fundraismg expenses 9,339 Total expenses 1,411,261 Interns Program serVIce expenses 18,134 Management and general expenses 0 Fundraismg expenses 9,618 Total expenses 27,752 Form 990, Part XII, Line 20 SPN has an active Audit and Finance committee Within the Board of Directors that convenes regularly, reVIews finanCIals on a regular and reVIews and approves the annual budg et, annual audit and 990 This process is con8istent With prior years