EXTENDED TO NOVEMBER Form 990 2015 Under section 501 (c), 527, or 4947 (a)(1) of the Internal Revenue Code ( except private foundations) A For the 2014 calendar year, or tax year beginning D Employer identification number applicable 0 change CROSSROADS GRASSROOTS change Doin g business as return Number and street (or P.O. box if mail is not delivered to street address) Room/suite Final return/ termin- 45 N. 1100 ®Appli`ali on pending POLICY STRATEGIES 27-2753378 HILL DRIVE City or town, state or province, country, and ZIP or foreign postal code F Name and address of principal officer STEVEN E Telephone number G 202-706-7051 69, 128, 609. Grossreceipts $ H(a) Is this a group return for subordinates? LAW SAME AS C ABOVE 4 ),4 (insert no.) L-J 4947(a 501(c) ( I Tax-exempt status L-J 501(c)(3) d Website : ^ WWW. CROSSROADSGPS. ORG Other ^ Corporation Trust Association K Form of oraan izatlon: or 527 =Yes No H(b) Are all subordinates included ?= Yes =No If "No," attach a list (see instructions) H(c) Grou p exem ption number ^ L Year of formation: 2 010 M State of legal domicile: VA 1 Briefly describe the organization 's mission or most significant activities : ENGAGING IN PUBLIC COMMUNICATIONS AND DIRECT CONTACT WITH INTERESTED CONSTITUENCIES TO E 1 2 Check this box ^ 0 3 Number of voting members of the governing body (Part VI, line 1 a) 3 Cd od 4 Number of independent voting members of the governing body (Part VI, line 1 b) 4 2 5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) 5 16 6 Total number of volunteers (estimate if necessary) C U if the orcamzation discontinued Its operations or disposed of more than 25% of its net assets 7 a Total unrelated business revenue from Part VIII, column (C), line 12 b Net unrelated business taxable income from Form 990-T, line 34 w 6 0 0. 0 . 7b Current Year 8 Contributions and grants (Part VIll, line 1h) 2,687,705. 9 Program service revenue (Part VIII, line 2g) 0 . 0 . 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) 0. 0. 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 1 Oc, and 11 e) 706 12 Total revenue - add lines 8 throu g h 11 ( must eq ual Part VIII, column (A) , line 12 ) 7,612. 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) Benefits paid to or for members (Part IX, column (A), line 4) 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 16a Professional fundraising fees (Part IX, column (A), line 11 e) C 11 W b Total fundraising expenses (Part IX, column (D), line 25) 17 19 Other expenses (Part IX, column (A), lines 11 a-11 d, 11 f-24e) Revenue less ex p enses Subtract line 18 from IIR --m 20 Total assets (Part X, line 16) Zc: 21 Total liabilities (Part X, line 26) 22 V U '- d NO Net assets or fund balances Subtract line 21 frbtn)Ilne 20 V 0. , 609. 13,626,463. 69,128 0. 0. 1 , 333, 135. 1,214, 954. 160 , 125. 108, 000. jam; 69,128,609. 494,034. 01 18 Total expenses Add lines 13.17 (must equal Part IX, column (A), line 25) 82 , 605 . 3, 394, 310. 14 E- Nib 01 2 7a Prior Year n OMB No 1545-0047 and ending C Name of organization ated Amended F_2 1 0 Doan to Puhlio ^ Do not enter social security numbers on this form as it may be made public. Department of the Treasury Int ernal Revenue Servi ce B Check if 16, Return of Organization Exempt From Income Tax 20 5 2,644,903. 50,850,397. 4,093,650. 65,851,939. -699,340. 3,276,670. I Beginning of Current Year cc^ a 2,358,754. 129 , 0 0 8 . 2, 229,746. ^^ rl End of Year 5,649,394. 142 , 9 7 8 . 5,506,416. signature MOCK Part It JI I Under penalties of perjury , I declare that I h e exa this ret&n, inclWmg gcom^anymg sc edules nd statements, and to the best of my knowledge and belief, it is true, correctt and co align pr (oth than ofbcerj^Aased^^aJ^I `J` ^ \,biwatio^of-w 7^) hich preparer has any knowledge. o4 N I Sign Here Paid Preparer Use Only ur Icer VEN LAW, P Type or print name an titl e Print/Type preparer ' s name KAREN E. ATCHLEY SI DENT Prep rer's sign Firm'sname III, ATCHLEY & ASSOCIAT S, L Firm's address , 6850 AUSTIN CENTER BLVD AUSTIN, TX 78731-3129 432001 11-07-14 SEE LHA For Paperwork Reduction Act Notice , see the SCHEDULE 0 FOR ORGANIZATION CROSSROADS GRASSROOTS POLICY STRATEGIES Form 990 2014 Part III Statement of P rogram Service Accomplishments 27-2753378 Pa e2 Check If Schedule 0 contains a response or note to any line in this Part III 1 Bnefly describe the organization 's mission CROSSROADS GRASSROOTS POLICY STRATEGIES IS A NON-PROFIT PUBLIC POLICY ADVOCACY ORGANIZATION THAT IS DEDICATED TO EDUCATING, EQUIPPING, AND ENGAGING AMERICAN CITIZENS TO TAKE ACTION ON IMPORTANT ECONOMIC AND LEGISLATIVE ISSUES THAT WILL SHAPE OUR NATION'S FUTURE. THE VISION OF 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? Yes No Yes No If "Yes ," describe these new services on Schedule 0. 3 Did the organization cease conducting , or make significant changes in how it conducts , any program services? 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 of grants and allocations to others, the total expenses, and 4a (Code revenue, if any, for each program service reported. ) ( Expenses $ 21,300,650 . including grants of $ ) (Revenue $ THE ORGANIZATION CONDUCTS PUBLIC COMMUNICATIONS AND BUILDS GRASSROOTS TO INFLUENCE POLICYMAKING OUTCOMES THROUGH GRASSROOTS MOBILIZATION AND ADVOCACY. THE FOCUS OF THESE ADVOCACY EFFORTS MAY INCLUDE LEGISLATION, BUDGET PRIORITIES, REGULATIONS, PUBLIC HEARINGS AND INVESTIGATIONS, AND OTHER POLICYMAKING ACTIVITIES. THE ORGANIZATION ALSO ENGAGES CITIZENS TO PARTICIPATE IN GRASSROOTS ADVOCACY ON PENDING LEGISLATIVE ISSUES THROUGH PAID ADVERTISING, MAILINGS, E-MAILS, AND WEB-BASED ADVOCACY TOOLS. 4b (Code ) ( Expenses $ 13,626,463. including grants of $ THE ORGANIZATION PROMOTES SOCIAL WELFARE GROUPS THAT SHARE SIMILAR MISSIONS. 4c (Code ) (Expenses $ 2, 696,627 . 13, 626 , 463. ) (Revenues PURPOSES OF NONPROFIT including grants of $ ) 501C ( Revenue S ) CROSSROADS GPS CONDUCTS RESEARCH TO DETERMINE HOW VARIOUS DEMOGRAPHIC GROUPS RESPOND TO CURRENT NATIONAL POLICY ISSUES, WHAT PRIORITIES AND CONCERNS THEY HAVE, AND WHICH PUBLIC POLICY ISSUES THEY MIGHT BE MOST INCLINED TO TAKE ACTION ON THROUGH GRASSROOTS PARTICIPATION. CROSSROADS GPS ALSO SPONSORS IN-DEPTH POLICY RESEARCH ON SIGNIFICANT ISSUES, ESPECIALLY THOSE THAT ARE CURRENTLY UNDER-REPORTED BUT ARE LIKELY TO HAVE A SUBSTANTIAL IMPACT ON GOVERNMENT POLICYMAKING IN THE FUTURE. 4d Other program services (Describe in Schedule 0) 4e Total program service expenses ^ (Expenses $ Including grants of $ (Revenue $ Form 990 (2014) 432002 11-07-14 10071116 796448 ) 37,623,740. 08041 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 CROSSROADS GRASSROOTS POLICY STRATEGIES 27-2753378 P L No 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If 'Yes,' complete Schedule A 2 Is the organization required to complete Schedule B, Schedule of Contributors? 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for 4 Section 501(c)(3) organizations . Did the organization engage in lobbying activities, or have a section 501(h) election in effect X 3 X during the tax year? If 'yes,' complete Schedule C, Part // 4 N/ 5 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If 'Yes,' complete Schedule C, Part 1// 5 X 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to public office? If 'Yes,' complete Schedule C, Part I provide advice on the distribution or investment of amounts in such funds or accounts? If 'Yes,' complete Schedule D, Part I 6 X 7 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 // 7 X 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete 8 X 9 X Schedule D, Part /// Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for 9 amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "yes,' complete Schedule D, Part IV Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent 10 endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V IX 1oI If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X 11 as applicable a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If 'Yes,' complete Schedule D, Part VI 11a b 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 VII c X 11b X 11c X 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 VIII d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in e f Part X, line 16'? If 'Yes,' complete Schedule D, Part IX 11d Did the organization report an amount for other liabilities in Part X, line 25? If 'Yes,' complete Schedule D, Part X 11e X 11f X 12a X Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)9 If 'Yes," complete Schedule D, Part X 12a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes,' complete Schedule D, Parts X/ and XII b Was the organization included in consolidated, independent audited financial statements for the tax year? If 'Yes,' and if the organization answered 'No" to line 12a, then completing Schedule D, Parts X/ and XII is optional Is the organization a school described in section 170(b)(1)(A)(ii)9 If "Yes," complete Schedule E 13 X 14a Did the organization maintain an office, employees, or agents outside of the United States? b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, 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 l and IV 12b X 13 X 14a X 14b X 15 X 16 X Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any 15 foreign organization? If 'Yes,' complete Schedule F, Parts // and /V Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to 16 or for foreign individuals? If 'Yes,' complete Schedule F, Parts /l/ and IV Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, 17 column (A), lines 6 and 11 e? If 'Yes,' complete Schedule G, Part I 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 19 1 c and 8a? If 'Yes,' complete Schedule G, Part /l Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a' If 'Yes,' complete Schedule G, Part /// 20a Did the organization operate one or more hospital facilities? If 'Yes,' complete Schedule H 17 X 18 X 19 20a X X b If 'Yes' to line 20a, did the organization attach a copy of its audited financial statements to this return? Form 990 (2014) 432003 11-07-14 10071116 796448 08041 3 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 CROSSROADS GRASSROOTS POLICY STRATEGIES Form 990 2014 Part IV Checklist of Required Schedules (continued) 27-27 53378 Pag e 4 Yes No Did the organization report more than $5,000 of grants or other assistance to any domestic organization or • 21 domestic government on Part IX, column (A), line 1? If 'Yes,' complete Schedule I, Parts I and I/ 22 21 X Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If 'Yes,' complete Schedule I, Parts / and 111 23 X 22 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,' complete Schedule J 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002' If 'Yes,' answer lines 24b through 24d and complete Schedule K If 'No', go to line 25a b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary penod exception? 23 X X 24a 24b c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? 24c d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 25a 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, Part I 25a X 25b X 26 X 27 X a A current or former officer, director, trustee, or key employee? If 'Yes,' complete Schedule L, Part IV 28a X b A family member of a current or former officer, director, trustee, or key employee? If 'Yes,' complete Schedule L, Part IV 28b X b 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 of the organization's prior Forms 990 or 990-EZ? If '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 26 former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If 'Yes, " complete Schedule L, Part I/ Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial 27 contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If 'Yes," complete Schedule L, Part 111 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV 28 instructions for applicable filing thresholds, conditions, and exceptions): c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, 29 director, trustee, or direct or indirect owner? If 'Yes,' complete Schedule L, Part IV 28c X Did the organization receive more than $25,000 in non-cash contributions? If 'Yes,' complete Schedule M 29 X 30 X 31 X 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation 31 contributions? If 'Yes," complete Schedule M Did the organization liquidate, terminate, or dissolve and cease operations? If 'Yes,' complete Schedule N, Part/ 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?/f 'Yes,' complete Schedule N, Part 11 32 X 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701.2 and 301.7701-3? If 'Yes,' complete Schedule R, Part / 33 X 34 Was the organization related to any tax-exempt or taxable entity? If 'Yes,' complete Schedule R, Part H, ///, or IV, and Part V, line 1 35a 34 Did the organization have a controlled entity within the meaning of section 512(b)(13)? X X 35a b If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity 36 within the meaning of section 512(b)(13)? If 'Yes,' complete Schedule R, Part V, line 2 Section 501(c )(3) organizations . Did the organization make any transfers to an exempt non-chartable related organization? If 'Yes,' complete Schedule R, Part V, line 2 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If 'Yes,' complete Schedule R, Part VI 38 35b 36 N/ A, X 37 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 b and 19? Note . All Form 990 filers are req uired to com p lete Schedule 0 38 X Form 990 (2014) 432004 11-07-14 10071116 796448 08041 4 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 CROSSROADS GRASSROOTS POLICY STRATEGIES Form 990 2014 Part Statements Regarding Other IRS Filings and Tax Compliance 27-2753378 Pa e5 Check if Schedule 0 contains a response or note to any line in this Part V Q Yes Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable 1a 27 b Enter the number of Forms W-2G included in line 1 a. Enter -0- if not applicable lb 0 la c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? 2a No 1c X 2b X Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return 2a 16 b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? Note . If the sum of lines 1 a and 2a is greater than 250, you may be required to a-file (see instructions) 3a Did the organization have unrelated business gross income of $1,000 or more during the year? X 3a b If "Yes," has it filed a Form 990-T for this year? If 'No,' to line 3b, provide an explanation in Schedule 0 3b 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? 4a X 5a X 5b X b If "Yes," enter the name of the foreign country ^ See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR) 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? c 6a If "Yes," to line 5a or 5b, did the organization file Form 8886-T? 5c Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? 6a X 6b X b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? Organizations that may receive deductible contributions under section 170(c). 7 a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? 7a b If "Yes," did the organization notify the donor of the value of the goods or services provided? 7b X c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 82829 d If "Yes," indicate the number of Forms 8282 filed during the year e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? X 7e X If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C" 8 Sponsoring organizations maintaining donor advised funds . Did a donor advised fund maintained by the 9 Sponsoring organizations maintaining donor advised funds. 7 N/ 7h N/ N/A sponsoring organization have excess business holdings at any time during the year? 8 a Did the sponsoring organization make any taxable distributions under section 4966? N/A 9a b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? N/A 9b 10 X if g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? h 7c 7d Section 501(c )(7) organizations. Enter N/A a Initiation fees and capital contributions included on Part VIII, line 12 b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 11 boa 10b Section 501(c )( 12) organizations . Enter: N/A a Gross income from members or shareholders 11a b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) 12a 1lb Section 4947( a)(1) non - exempt charitable trusts . Is the organization filing Form 990 in lieu of Form 1041? b If "Yes," enter the amount of tax-exempt interest received or accrued during the year 13 N/A 12a 12b Section 501(c )(29) qualified nonprofit health insurance issuers. a N/A Is the organization licensed to issue qualified health plans in more than one states 13a Note . See the instructions for additional information the organization must report on Schedule 0 b Enter the amount of reserves the organization is required to maintain by the states in which the c 14a organization is licensed to issue qualified health plans 13b Enter the amount of reserves on hand 13c Did the organization receive any payments for indoor tanning services during the tax year? b If "Yes,' has it filed a Form 720 to report these payments? If 'No,' provide an explanation in Schedule 0 14a X 14b Form 990 (2014) 432005 11-07-14 10071116 796448 08041 2014.05000 5 CROSSROADS GRASSROOTS POLIC 080411 CROSSROADS GRASSROOTS POLICY STRATEGIES 27-2753378 Form990(2014) Paae6 PartVI Governance, Management , and Disclosure For each 'Yes' response to lines 2 through 7b below, and for a "No' response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule 0 See instructions Check if Schedule 0 contains a response or note to any line in this Part VI Section A. Governin g Body and Management Yes la Enter the number of voting members of the governing body at the end of the tax year If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule 0. b Enter the number of voting members included in line 1a, above, who are independent la 2 lb 2 No Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other 2 officer, director, trustee, or key employee? 3 X 2 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, or trustees, or key employees to a management company or other persons 3 X 4 5 6 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? Did the organization become aware during the year of a significant diversion of the organization's assets' Did the organization have members or stockholders? 4 5 6 X X X 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or 7a X 7b X more members of the governing body? b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body" 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: a The governing body? 8a X b Each committee with authority to act on behalf of the governing body? 8b X 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the org anization's mailin g address? If °Yes ° rovide the names and addresses in Schedule 0 Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code) X 9 Yes 10a Did the organization have local chapters, branches, or affiliates? No X 10a b If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, 11a and branches to ensure their operations are consistent with the organization's exempt purposes? 10b Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? 11a X b Describe in Schedule 0 the process, if any, used by the organization to review this Form 990. 12a Did the organization have a written conflict of interest policy? If 'No,' go to line 13 b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? c Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes,' describe in Schedule 0 how this was done 12a X 12b X 12c X 13 Did the organization have a written whistleblower policy? 13 X 14 Did the organization have a written document retention and destruction policy 14 X 15 Did the process for determining compensation of the following persons include a review and approval by independent a The organization's CEO, Executive Director, or top management official 15a X b Other officers or key employees of the organization 15b X persons, comparability data, and contemporaneous substantiation of the deliberation and decision? If "Yes" to line 15a or 15b, describe the process in Schedule 0 (see instructions) 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? 16a X b If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exem pt status with res p ect to such arran g ements? 16b Section C. Disclosure NONE 17 List the states with which a copy of this Form 990 is required to be filed t 18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available for public inspection Indicate how you made these available. Check all that apply Own websrte = Another's website ® Upon request = Other (explain in Schedule 0) 19 Describe in Schedule 0 whether (and if so, how) the organization made its governing documents, conflict of interest policy, a nd financial statements available to the public during the tax year 20 State the name, address, and telephone number of the person who possesses the organization's books and records. ^ CALEB CROSBY 1615 432006 202-706-7051 L STREET NW, 11-07-14 10071116 796448 08041 STE 1230, WASHINGTON, DC 20036 Form 990 (2014) 6 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 CROSSROADS GRASSROOTS POLICY STRATEGIES 27-2753378 Form 990 2014 Part VII Compensation of Officers, Directors, Trustees, Key Employees , Highest Compensated Pag e 7 Employees , and Independent Contractors Check if Schedule 0 contains a response or note to any line in this Part VII Section A. 1XI Officers, Directors , Trustees , Key Employees , and Highest Compensated Employees la 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 • List all of the organization' s current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid • List all of the organization 's current key employees, if any. See instructions for definition of "key employee " • List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. • List all of the organization' s former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. • List all of the organization' s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order individual trustees or directors; institutional trustees, officers, key employees, highest compensated employees; and former such persons 0 Check this box if neither the oraamzation nor any related oraamzation compensated any current officer. director. or trustee. (A) (B) Name and Title Average hours per (C) Position (do not check more than one box, unless person is both an officer and a director/trustee ) week (list any Z hours for related organizations E below line) (1) STEVEN LAW SALLY VASTOLA BOBBY BURCHFIELD CALEB CROSBY o sE E X X 317,005. 159,650. 22,407. X X 0. 0. 0. 0 , 0 . 0 . 105,500. 51,000. 0. X 2 0 . 0 0 TREASURER X X Form 990 (2014) 432007 11-07-14 10071116 !. o 1 .0 0 DIRECTOR AND CHAIRMAN (4) (F) Estimated amount of other compensation from the organization and related organizations 1.00 DIRECTOR AND SECRETARY (3) _ (E) Re p ortable compensation from related organizations (W-2/1099-MISC) 48.00 PRESIDENT (2) '9 01 V = (D) Re p ortable compensation from the organization (W-2/1099-MISC) 796448 08041 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 CROSSROADS GRASSROOTS POLICY STRATEGIES 27-2753378 Form 990 2014 Part VII Section A. Officers, Directors , Trustees , Key Employees , and Highest Compensated Employees (continued) (A) Name and title (B) Average hours per P week (list any hours for (C) Position ( do not check more than one box, unless p erson is b oth an officer and a director/trustee) ZE; - related organizations below line) ( E) (F) Re p ortable Estimated compensation compensation amount of from the organization from related organizations (W-2/1099-MISC) other compensation from the (W-2/1099-MISC) organization and related organizations E o vE E s ^ 422,505. 210,650. c Total from continuation sheets to Part VII, Section A ^ 0. 0. 0. d Total ( add lines lband 1c ^ 422,505. 210,650. 22,407. 1b Sub-total 2 (D ) Re p ortable 6 - Pag e 8 22, 407. Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable 2 No 3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on line 1 a? If 'Yes,' complete Schedule J for such individual 4 and related organizations greater than $150,0009 If 'Yes,' complete Schedule J for such individual 5 4 X Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the or g anization? If 'Yes, ' complete Schedule J for such person Section B. Independent Contractors 1 X 3 For any individual listed on line 1 a, is the sum of reportable compensation and other compensation from the organization 5 X Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization Report compensation for the calendar year ending with or within the organization's tax year. (A) Name and business address (B) Description of services MAIN STREET MEDIA GROUP P.O. BOX 25093, ALEXANDRIA, VA 22313 MENTZER MEDIA SERVICES, INC., 600 FAIRMOUNT AVENUE, STE 306, TOWNSON, MD TARGETED VICTORY, 1033 NORTH FAIRFAX ST, STE 400, ALEXANDRIA, VA 22314 CONNECTION STRATEGY LLC P.O. BOX 2192, ARLINGTON, VA 22202 OLSEN + COMPANY LP, 1609 SHOAL CREEK BLVD, STE 203, AUSTIN, TX 78701 2 (C) Compensation MEDIA SERVICES 33,3 87,104. EDIA SERVICES 5,082 ,495. EDIA SERVICES 2,505,670. EDIA SERVICES IL PRODUCTION ERVICES 1,537,050. 782,410. Total number of independent contractors ( including but not limited to those listed above) who received more than $100 ,000 of com p ensation from the organization 11111. 27 Form 990 (2014) 432008 11-07-14 10071116 796448 08041 8 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 CROSSROADS GRASSROOTS Form 990 2014 Part. III Statement of Revenue POLICY STRATEGIES 27-2753378 Check if Schedule 0 contains a response or note to any line in this Part VIII Total revenue U) U) 1 a IS Federated campaigns 0 Related or exempt function revenue Revenu excluded from tax under sections 512 - 514 Unrelated business revenue 1a E b Membership dues c Fundraising events lb is m d Related organizations 1d u E oy ;, , e Government grants (contributions) f All other contributions, gifts, grants, and 1e similar amounts not included above if O C -0 9 69 , 128,609. Noncash contributions included In lines la-1f $ 69 128 609. h Total. Add lines 1a-1f U cc pag e 9 B usiness Cod 2a b c U) c d mme d o a e f All other program service revenue Total. Add lines 2a-2f Investment income (including dividends, interest, and 3 other similar amounts) ^ 4 Income from investment of tax-exempt bond proceeds ^ 5 Royalties ^ i Real n Personal i Securities n Other 6 a Gross rents b Less. rental expenses c Rental income or (loss) d Net rental income or (loss) 7 a Gross amount from sales of ^ assets other than inventory b Less: cost or other basis and sales expenses c Gain or (loss) d Net gain or (loss) y ^ 8 a Gross income from fundraising events (not including $ of contributions reported on line 1 c). See Part IV, line 18 a b Less direct expenses c b Net income or (loss) from fundraising events ^ 9 a Gross income from gaming activities. See Part IV, line 19 a b Less: direct expenses c b Net income or (loss) from gaming activities ^ 10 a Gross sales of inventory, less returns and allowances a b Less: cost of goods sold b c Net income or ( loss) from sales of invento ry Miscellaneous Revenue B usiness Cod 11 a b c d All other revenue 12 e Total. Add lines 11 a-11 d Total revenue. See instructions. 69 ,128 609. 0. 0. 0. Form 990 (2014) 11-07-14 10071116 796448 ^ 11, 08041 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 CROSSROADS GRASSROOTS Form 990 2014 Part IX Statement of Functional Expenses POLICY STRATEGIES 27-2753378 Pa e10 Section 501(c)(3) and 501(c)(4) organizations must complete all columns All other organizations must complete column (A) Check if Schedule 0 contains a response or note to any line in this Part IX Do not Include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part Vlll. 1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 2 Grants and other assistance to domestic 3 Grants and other assistance to foreign Total expenses Program service ex p enses Management and g eneral ex p enses Fundraising ex p enses 13,626,463. 13,626,463. 317,005. 190,203. 31,701. 95,101. 773,996. 368,573. 242,273. 163,150. 48,044. 75,909. 39,862. 48,044. 19,314. 16,733. individuals. See Part IV, line 22 organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 4 Benefits paid to or for members 5 Compensation of current officers, directors, trustees, and key employees Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) Other salaries and wages Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) 6 7 8 9 Other employee benefits 10 Payroll taxes 11 Fees for services (non-employees) a Management b Legal c Accounting 1,347,390. 133,584. 335,189. 1,012,201. 133,584. d Lobbying e Professional fundraising services. See Part IV, line 17 f 160,125. 160,125. Investment management fees g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Sch 0.) 12 Advertising and promotion 13 Office expenses 14 Information technology 15 Royalties 16 17 Occupancy Travel 18 Payments of travel or entertainment expenses 648,519. 565,094. 83,425. 19,004. 59,691. 54,481. 18 , 4 F27 3,710. 522. 1, 500. 160,403. 50,199. 5,020. 160,403. 38,684. 6,495. 13,283. 1,724. 11,495. 64. for any federal, state, or local public officials 19 Conferences, conventions, and meetings 20 Interest 21 Payments to affiliates 22 Depreciation, depletion, and amortization 23 Insurance 24 Other expenses. Itemize expenses not covered above. (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule 0.) 7,846. 159,194. 7,846. 159,194. a POLITICAL DIRECT 25,763,809. b GRASSROOTS ISSUE ADVOCA 20,546,079. 20,546,079. c SURVEY AND FILE MAINTEN d DONOR MAINTENANCE e All other expenses 1,875,407. 50,344. 15,645. 1,875,407. 25 Total functional expenses . Add lines 1 through 24e 65,851,939. 37,623,740. 26 Joint costs . Complete this line only if the organization 25,763,809. 50,344. 15,645. 27,734,165. 494,034. reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check he loo E::1 ,1foll owin g SOP 98-2 (ASC 958-720 432010 11-07-14 10071116 796448 08041 Form 990 (2014) 10 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 CROSSROADS GRASSROOTS POLICY STRATEGIES 27-2753378 Page11 ance Check if Schedule 0 contains a response or note to any line in this Part X U (A) Beginning of year , 6 9 3. 1,000,0001, 313 I Cash - non-interest-bearing 2 3 Savings and temporary cash investments Pledges and grants receivable, net 4 Accounts receivable, net 5 Loans and other receivables from current and former officers, directors, (B) End of year 1 2 5,076,167. 536,012. 3 4 trustees, key employees, and highest compensated employees. Complete Part II of Schedule L 5 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary 6 employees' beneficiary organizations (see instr) Complete Part II of Sch L .y, N Notes and loans receivable, net 7 8 Inventories for sale or use 8 9 Prepaid expenses and deferred charges 9 10a Land, buildings, and equipment cost or other basis. Complete Part VI of Schedule D b Less: accumulated depreciation U) 6 7 10a 30,412. 10b 30,271. 7,987. 10c 11 Investments - publicly traded securities 11 12 Investments - other securities. See Part IV, line 11 12 13 Investments - program-related See Part IV, line 11 13 14 Intangible assets 15 Other assets. See Part IV, line 11 16 Total assets . Add lines 1 throu g h 15 must eq ual line 34 17 Accounts payable and accrued expenses 18 Grants payable 19 Deferred revenue 19 20 Tax-exempt bond liabilities 20 21 Escrow or custodial account liability. Complete Part IV of Schedule D 21 22 Loans and other payables to current and former officers, directors, trustees, 141. 14 37,074. 15 2,358,754. 16 87,595. 17 37,074. 5, 649,394. 110,252. 18 key employees, highest compensated employees, and disqualified persons. J Complete Part II of Schedule L 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 X of Schedule D 26 Total liabilities . Add lines 17 throu g h 25 Organizations that follow SFAS 117 (ASC 958), check here ^ complete lines 27 through 29, and lines 33 and 34. 41,413- 25 129,008. 26 32 ,726. 142,978. 2,229,746. 27 5,506,416. LXJ and c 27 Unrestricted net assets m 28 Temporarily restricted net assets 28 M 29 Permanently restricted net assets 29 Organizations that do not follow SFAS 117 (ASC 958), check here ^ U. I and complete lines 30 through 34. 30 Capital stock or trust principal, or current funds 30 Q 31 Paid-in or capital surplus, or land, building, or equipment fund 31 m 32 Retained earnings , endowment, accumulated income, or other funds Z 33 Total net assets or fund balances 34 Total liabilities and net assets/fund balances 32 ,746. 1 33 2,358,754. 1 34 2,229 5 , 50 6 , 4 66 . 5,649,394. Form 990 (2014) 432011 11-07-14 10071116 796448 08041 11 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 CROSSROADS GRASSROOTS Form 990 2014 Part XI Reconciliation of Net Assets POLICY STRATEGIES 27-2753378 Pa e12 Check if Schedule O contains a res p onse or note to an y line in this Part XI 1 Total revenue (must equal Part VIII, column (A), line 12) 1 2 Total expenses ( must equal Part IX , column (A), line 25) 2 69,128,609. 65,851 ,939. 3 Revenue less expenses . Subtract line 2 from line 1 3 3,276,670. 4 Net assets or fund balances at beginning of year ( must equal Part X , line 33 , column (A)) 4 2,229,746. 5 Net unrealized gains ( losses) on investments 5 6 Donated services and use of facilities 6 7 Investment expenses 7 8 Prior period adjustments 8 9 Other changes in net assets or fund balances (explain in Schedule 0) 9 10 0. Net assets or fund balances at end of year Combine lines 3 through 9 (must equal Part X , line 33, column B 10 5 ,506,416. Part XII Financial Statements and Reporting Check if Schedule 0 contains a res p onse or note to an y line in this Part XII Yes 1 Accounting method used to prepare the Form 990 : 2a Were the organization ' s financial statements compiled or reviewed by an independent accountant? 0 Cash ® Accrual No = Other If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule 0 X 2a If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis , consolidated basis , or both = Separate basis 0 Consolidated basis Both consolidated and separate basis b Were the organization ' s financial statements audited by an independent accountant? 2b X 2c X If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis , or both ® Separate basis c = Consolidated basis Both consolidated and separate basis If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review , or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year , explain in Schedule O. 3a As a result of a federal award , was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A- 133' 3a X b If "Yes ," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits , explain why in Schedule 0 and describe any steps taken to underoo such audits 3b Form 990 (2014) 432012 11-07-14 10071116 796448 08041 12 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 SCHEDULE C Department No. 1545-0047 2014 For Organizations Exempt From Income Tax Under section 501 (c) and section 527 01 Complete if the organization is described below. 10" Attach to Form 990 or Form 990-EZ. the Treasury Internal Reve n ue Service ce OMB No Political Campaign and Lobbying Activities (Form 990 or 990-EZ) Open Public Insp ecti on on Information about Schedule C ( Form 990 or 990 - EZ ) and its instructions is at www.lis.gov//orm990 . If the organization answered " Yes," to Form 990, Part IV , line 3, or Form 990-EZ, Part V , line 46 ( Political Campaign Activities), then • Section 501 (c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C. • Section 501(c) (other than section 501 (c)(3)) organizations Complete Parts I-A and C below. Do not complete Part I-B • Section 527 organizations Complete Part I-A only. If the organization answered "Yes," to Form 990, Part IV, line 4, or Form 990-EZ , Part VI, line 47 ( Lobbying Activities), then Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)). Complete Part II-A Do not complete Part II-B • Section 501 (c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)). Complete Part II-B 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 990-EZ , Part V, line 35c (Proxy Tax) (see separate instructions), then Name of organization Employer identification number CROSSROADS Part I -A 1 GRASSROOTS POLICY STRATEGIES 27-2753378 C omp l ete if th e organization is exempt un d er section 501 c or is a section 527 organization. Provide a description of the organization's direct and indirect political campaign activities in Part IV 2 Political expenditures 3 Volunteer hours PartI-B 25,981,100. ^ $ Complete if the organization is exempt under section 501 (c)(3). 1 Enter the amount of any excise tax incurred by the organization under section 4955 ^ $ 2 Enter the amount of any excise tax incurred by organization managers under section 4955 ^ $ 3 If the organization incurred a section 4955 tax, did It file Form 4720 for this year? 4a Was a correction made? b If "Yes , .' describe in Part IV art- C omp l ete if th e organization is exempt un d er section 501(c) , except section 1 Enter the amount directly expended by the filing organization for section 527 exempt function activities 2 Enter the amount of the filing organization's funds contributed to other organizations for section 527 3 Total exempt function expenditures Add lines 1 and 2. Enter here and on Form 11 20-POL, exempt function activities 5 No Yes No c ^ $ 2 5 , 9 81 , 10 0 . ^ $ linel7b 4 Yes 25,981,100. Did the filing organization file Form 1120 -POL for this year? LXJ No Enter the names, addresses and employer identification number (EIN) of all 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 promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV. (a) Name (b) Address L-J Yes ( c) EIN For Paperwork Reduction Act Notice , see the Instructions for Form 990 or 990 - EZ. (d ) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-. Schedule C ( Form 990 or 990-EZ) 2014 LHA 432041 10-21-14 10071116 796448 08041 30 ' 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 ScheduleC (Form 990or990 2014 CROSSROADS GRASSROOTS POLICY STRATEGIES 27-2753378 Pa e2 P act 111 - A C omp l ete i t th e organization is exempt un d er section 501 c an d fi l e d Form 5768 (e l ection un d er section 501(h)). A Check ^ Li if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses , and share of excess lobbying expenditures). B Check ^ if the filing organization checked box A and "limited control " orovisions aooly (a) Filing organization's totals Limits on Lobbying Expenditures (The term "expenditures " means amounts paid or incurred .) 1a b c d e I (b) Affiliated group totals Total lobbying expenditures to influence public opinion (grass roots lobbying) Total lobbying expenditures to influence a legislative body (direct lobbying) Total lobbying expenditures (add lines 1 a and 1 b) Other exempt purpose expenditures Total exempt purpose expenditures (add lines 1 c and 1 d) f Lobby in g nontaxable amount. Enter the amount from the followin g table in be If the amount on line le, column ( a) or (b ) is: The lobbyin g nontaxable ar Not over $500,000 20% of the amount on line 1 i Over $500,000 but not over $1,000,000 $100,000 p lus 15% of the ex Over $1,000,000 but not over $1,500,000 $175,000 p lus 10% of the ex Over $1.500.000 but not over $17.000.000 $225.000 plus 5% of the exc g Grassroots nontaxable amount (enter 25% of line 1 f) h Subtract line 1g from line 1 a. If zero or less, enter -0i Subtract line i f from line 1 c If zero or less, enter -0- j If there is an amount other than zero on either line 1 h or line 11, did the organization file Form 4720 reporting section 4911 tax for this year? Yes 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.) No Lobbying Expenditures During 4-Year Averaging Period Calendar year (or fiscal year beginning in) (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) Total 2a Lobby in g nontaxable amount b Lobbying ceiling amount (150% of line 2a, column(e)) c Total lobb y in g ex p enditures d Grassroots nontaxable amount e Grassroots ceiling amount (150% of line 2d, column (e)) f Grassroots lobby in g exp enditures Schedule C (Form 990 or 990-EZ) 2014 432042 10-21-14 10071116 796448 08041 31 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 ScheduleC ( Form 990or990 2014 CROSSROADS GRASSROOTS POLICY STRATEGIES 27-2753378 artC omp l ete i t th e organization is exempt un d er section c an d h as NOT fi l e d Form '9768 (election under section 501(h)). For each 'Yes,' response to lines la through 1, below, provide in Part IV a detailed description of the lobbying activity 1 (b) (a) Yes Pa e3 No Amount 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 a Volunteers? b Paid staff or management (include compensation in expenses reported on lines 1 c through 11)? c Media advertisements? d Mailings to members, legislators, or the public? e Publications, or published or broadcast statements? f Grants to other organizations for lobbying purposes? g Direct contact with legislators, their staffs, government officials, or a legislative body? h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? i Other activities? j Total Add lines 1c through 11 2a Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? b If "Yes," enter the amount of any tax incurred under section 4912 c If "Yes," enter the amount of any tax incurred by organization managers under section 4912 d If the filing oraamzation incurred a section 4912 tax. did it file Form 4720 for this year? ete if the organization is exempt under section 501(c)(4), section 501(c)(5), or 501 Yes 1 Were substantially all (90% or more) dues received nondeductible by members? 2 Did the organization make only in-house lobbying expenditures of $2,000 or less? 3 Did the organization aaree to carry over lobbvina and political exoenddures from i I No Part Ill-B I Complete if the organization is exempt under section 501 (c)(4), section 501 (c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No," OR (b) Part III-A, line 3, is answered "Yes." 1 Dues, assessments and similar amounts from members 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 b Carryover from last year c Total 3 4 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues 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? Information Provide-he descriptions required for Part I-A, line 1; Part I-B, line 4, Part I-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions); and Part II-B, line 1 Also, complete this part for any additional information. PART I-A, LINE 1: POLITICAL MEDIA PLACEMENT AND PRODUCTION , PHONES, ONLINE ADVERTISING, MAIL, LEGAL & MANAGEMENT SUPPORT. Schedule C ( Form 990 or 990-EZ) 2014 432043 10-21-14 10071116 796448 08041 32 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 OMB No 1545-0047 Supplemental Financial Statements SCHEDULE D 1110- Complete if the organization answered "Yes" to Form 990, (Form 990 ) Department of the Treasury Internal Revenue Service . 2014 Part IV, line 6, 7 , 8, 9, 10, 1la, 11b , 11c, 11d , 11e, 11f , 12a, or 12b. Attach to Form 990 . Open to Public Inspection P action Do- Information about Schedule D ( Form 990 ) and its instructions is at Name of the organization CROSSROADS GRASSROOTS POLICY STRATEGIES Employer identification number 27-2753378 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the Part I I organization answered ' Yes" to Form 990, Part IV, line 6. (a) Donor advised funds 1 Total number at end of year 2 3 4 Aggregate value of contributions to (during year) Aggregate value of grants from (during year) Aggregate value at end of year ( b) Funds and other accounts 5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds 6 are the organization 's property , subject to the organization ' s exclusive legal control ? Did the organization inform all grantees , donors , and donor advisors in writing that grant funds can be used only Yes No Yes No for charitable purposes and not for the benefit of the donor or donor advisor , or for any other purpose conferring impermissible private benefit' Conservation Easements . Complete if th e organization answered "Yes" to Form 990, Part IV, line 7. Part II 1 Purpose (s) of conservation easements held by the organization (check all that apply) Preservation of land for public use (e.g., recreation or education ) Preservation of a histoncally important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space 2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held at the End of the Tax Year a Total number of conservation easements 2a b Total acreage restricted by conservation easements 2b c Number of conservation easements on a certified historic structure included in (a) 2c d Number of conservation easements included in ( c) acquired after 8/17/06 , and not on a historic structure listed in the National Register 2d Number of conservation easements modified , transferred , released , extinguished, or terminated by the organization during the tax 3 year ^ 4 Number of states where property subject to conservation easement is located ^ 5 Does the organization have a written policy regarding the periodic monitoring, inspection , handling of violations, and enforcement of the conservation easements it holds' Yes No = Yes No Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements dunng the year 10Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year Ill. $ 6 7 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(I) 8 and section 170(h)(4)(B)(u)? In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and 9 include, if applicable, 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. Complete if the organization answered "Yes" to Form 990, Part IV, line 8 Part III 1a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items. (i) Revenue Included in Form 990, Part VIII, line 1 (ii) Assets included in Form 990, Part X $ $ If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide 2 the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items: a Revenue Included in Form 990, Part VIII, line 1 11111. $ b Assets Included in Form 990, Part X ^ $ LHA For Paperwork Reduction Act Notice , see the Instructions for Form 990 . 432051 Schedule D (Form 990) 2014 10-01-14 10071116 796448 08041 33 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 CROSSROADS GRASSROOTS POLICY STRATEGIES ScheduleD ( Form 99o 2014 27-2753378 Pa e2 NO III Organizations Maintaining Collections of Art , Historical Treasures , or Other Similar Assets(continued) Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items 3 (check all that apply)a Public exhibition d Loan or exchange programs b Scholarly research e Other Preservation for future generations c 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets 5 to be sold to raise funds rather than to be maintained as part of the org anization's collection? 0 Yes 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. la No Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? LJ Yes No b If "Yes," explain the arrangement in Part XIII and complete the following table Amount c Beginning balance 1c d Additions during the year 1d e Distributions during the year le f if Ending balance 2a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? b If "Yes , " ex p lain the arran g ement in Part XIII. Check here if the ex p lanation has been p rovided in Part XIII PartV Endowment Funds . Complete if the organization answered "Yes" to Form 990, Part IV, line 10. (a) Current year la (b) Prior ear (c ) Two years back Yes (d) Three years back No (e) Four years back Beginning of year balance b Contributions c Net investment earnings, gains, and losses d Grants or scholarships e Other expenditures for facilities and programs f Administrative expenses g End of year balance 2 Provide the estimated percentage of the current year end balance (line 1 g, column (a)) held as: a Board designated or quasi-endowment ^ % b Permanent endowment jlp- % c Temporarily restricted endowment 10- % The percentages in lines 2a, 2b, and 2c should equal 100%. 3a Are there endowment funds not in the possession of the organization that are held and administered for the organization by (i) unrelated organizations 3a i Yes (ii) related organizations 3a ii b If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R9 4 No 3b Describe in Part XIII the intended uses of the organization's endowment funds Part VI Land, Buildings , and Equipment. Complete if the organization answered 'Yes" to Form 990, Part IV, line 11 a See Form 990, Part X, line 10 Description of property la ( a) Cost or other basis ( investment ) ( b) Cost or other basis (other) ( c) Accumulated depreciation ( d) Book value Land b Buildings c Leasehold improvements 8,412. 1 22, 000. d Equipment e Other Total . Add lines 1 a throw h 1 e (Column must equal Fo rm 990, Part X, column B line 1 0c ) 8 ,27 1. 22, 000. 141. 0. 141. Schedule D (Form 990) 2014 432052 10-01-14 10071116 796448 08041 34 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 CROSSROADS GRASSROOTS Schedule D Form 990 2014 Pa VII Investments - Other Securities. POLICY STRATEGIES '27-2753378 Pa e 3 Complete if the organization answered 'Yes" to Form 990. Part IV. line 11 b. See Form 990. Part X . line 12. (a) Description of security or category (including name of security) (b) Book value (c) Method of valuation : Cost or end-of-year market value (1) Financial derivatives (2) Closely-held equity interests (3) Other (A) (B) (C) D (G) (H) Total. ( Col. ( b ) must e q ual Form 990, Part X, col. ( B ) line 12. ) r-art vine investments - rrogram Keiatea. Com p lete if the org anization answered "Yes" to Form 990, Part IV, line 11 c. See Form 990, Part X, line 13 (a) Description of investment (b) Book value (c) Method of valuation: Cost or end-of-year market value Form 990, Part X, col. (B) line 1 Complete if the organization answered "Yes" to Form 990, Part IV, line 11 a or 11 f See Form 990, Part X, line 25. (a) Description of liability (b) Book value 1, Federal income taxes Total . (Column (b) must equal Form 990, Part X, col (B) line 25) 2. J;& , -/ 4 b .1 Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization 's financial statements that reports the organization ' s liability for uncertain tax positions under FIN 48 (ASC 740) Check here if the text of the footnote has been provided in Part XIII Schedule D (Form 990) 2014 432053 10-01-14 10071116 796448 08041 35 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 CROSSROADS GRASSROOTS POLICY STRATEGIES ScheduleD(Form990)2014 27-2753378 Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Paae4 Complete if the organization answered "Yes" to Form 990, Part IV, line 12a. 1 Total revenue, gains, and other support per audited financial statements 2 Amounts included on line 1 but not on Form 990, Part VIII, line 12 a Net unrealized gains (losses) on investments 2c 2d Subtract line 2e from line 1 4 ,609. 2b Recoveries of prior year grants d Other (Describe in Part XIII) e Add lines 2a through 2d 3 69,128 2a b Donated services and use of facilities c 1 2e 0. 3 69,128,609. Amounts included on Form 990, Part VIII, line 12, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b b Other (Describe in Part XIII) 4a 4b c Add lines 4a and 4b 5 Total revenue. Add lines 3 and 4c. Part XII his must eq ual Form 990, Part l line 12 ) 1 Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25: Donated services and use of facilities 1 2c 2d e Add lines 2a through 2d Subtract line 2e from line 1 4 65,851,939. 2b Other losses d Other (Describe in Part XIII) 3 69,128,609. 2a b Prior year adjustments c 0. 5 Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered "Yes" to Form 990, Part IV, line 12a. 2 a 4c 2e 0 . 3 65,851,939. Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b b Other (Describe in Part XIII) 4a 4b c Add lines 4a and 4b 5 4c Total ex penses. Add lines 3 and 4c. (This must equal Form 990, Part l line 18 ) 5 0 . , Part XIII Supplemental Information. Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines la and 4, Part IV, lines lb and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b Also complete this part to provide any additional information. PART X, LINE 2: CROSSROADS GRASSROOTS POLICY ACCOUNTING FOR UNCERTAINTY STRATEGIES HAS ADOPTED FASB ASC 740-10, IN INCOME TAXES. THAT STANDARD PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, PRESENT, AND DISCLOSE IN ITS THAT AN ORGANIZATION HAS RECOGNIZE, FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. 432054 10-01-14 10071116 796448 08041 Schedule D (Form 990) 2014 36 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 SCHEDULE G OMB No 1545-0047 Supplemental Information Regarding Fundraising or Gaming Activities Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the (Form 990 or 990- EZ) 2014 organization entered more than $15 ,000 on Form 990-EZ, line 6a. Department of the Treasury Internal Revenue Service POP- Attach to Form 990 or Form 990 - EZ. ......:...........w c,..._,..a ., n_ io ..-.., m ..- - - ___ :._ - ^ . _ _ Name of the organization 1 - _ ...... Employer identification number CROSSROADS rpartq^ Open to Public Inspection GRASSROOTS POLICY 27-2753378 STRATEGIES Activities . Complete if the organization answered " Yes" to Form 990, Part IV , line 17 Form 990-EZ filers are not requi red to complete thi s p a rt Indicate whether the organization raised funds through any of the following activities Check all that apply a Mail solicitations b Internet and email solicitations e ©Solicitation of non -government grants f c Phone solicitations g 0 Special fundraising events Solicitation of government grants d In-person solicitations 2 a Did the organization have a written or oral agreement with any individual (including officers, directors , trustees or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? ® Yes 0 No b 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. () N ame and address of individual or entity (fundraiser) GROSS CONTRIBUTIONS HILL DRIVE, THE MR GROUP ROAD , STE. - 5905 BETHESDA, N. 45 GREENVILLE , - Yes (vi) Amount paid to (or retained by) o rganization No X 69,128,609. 0. 69,128,609, 20816 P.O. X 0. 105,125, 105 125, NC X 0. 55,000, 55 000. 69,128 609. 160,125. 68,968,484, BOX 27836 Total 3 (v) Amount paid to (or retained by) fundraiser listed in col. W (iii) Did ran raiser (iv) Gross receipts a from activity ^otribunvol oftions? con GLOSTER MD MACON CONSULTING 3962 , - 100 , (ii) Activity List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. SEE PART IV FOR CONTINUATIONS Schedule G (Form 990 or 990-EZ) 2014 432081 08-28-14 10071116 796448 08041 37 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 Schedule G (Form 990or990-EZ) 2014 CROSSROADS GRASSROOTS Part 11 POLICY STRATEGIES 27-2753378 Paoe2 Fundraising Events . Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b List events with gross receipts greater than $5,000. (b) Event #2 (c) Other events (a) Event #1 (d) Total events (add col. (a) through col (c)) (event type) 1 Gross receipts 2 Less: Contributions 3 Gross income ( line 1 minus line 4 Cash prizes 5 Noncash prizes ED 6 Rent/facility costs t5 7 Food and beverages 8 9 Entertainment Other direct expenses (event type) (total number) N N N 0 10 Direct expense summary Add lines 4 through 9 in column (d) 11 art Net income summa ry . Subtract line 10 from line 3 , column (d ) G aming . Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a. a, (b) Pull tabslnstant I bingo/progressive bingo (a) Bingo aci ac y 1 2 (d) Total gaming (add col. (a) through col. (c)) (c) Other gaming Cash prizes a) CC a 3 Noncash prizes 4 Rent/facility costs 5 Other direct 6 Volunteer labor 7 Direct expense summary. Add lines 2 through 5 in column (d) U E' 0 9 LJ Yes 0No % LJ Yes 1 = No L^ Yes % No 0. Enter the state(s) in which the organization conducts gaming activities: a Is the organization licensed to conduct gaming activities in each of these states? Yes No L-J Yes No b If "No," explain 10a Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year ? b If 'Yes,' explain 432082 08-28-14 10071116 796448 08041 Schedule G (Form 990 or 990 - EZ) 2014 38 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 Schedule G (Form 990 or 990-EZ) 2014 CROSSROADS GRASSROOTS POLICY STRATEGIES 27-2753378 11 'Does the organization conduct gaming activities with nonmembers ? 12 Is the organization a grantor , beneficiary or trustee of a trust or a member of a partnership or other entity formed 13 to administer charitable gaming? Indicate the percentage of gaming activity conducted in: Paae 3 U Yes L-I No Yes 0 No a The organization ' s facility 13a oho b An outside facility 13b % 14 Enter the name and address of the person who prepares the organization's gaming /special events books and records. Name ^ Address ^ 15a Does the organization have a contract with a third party from whom the organization receives gaming revenue? b If "Yes," enter the amount of gaming revenue received by the organization ^ $ 0 Yes 0 No 0 Yes 0 No and the amount of gaming revenue retained by the third party ^ $ c If "Yes," enter name and address of the third party: Name ^ Address ^ 16 Gaming manager information: Name ^ Gaming manager compensation ^ $ Description of services provided ^ 0 Director/officer 17 Independent contractor 0 Employee Mandatory distributions: a Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the org anization's own exem pt activities durm Part IV the tax y ear Supplemental Information . Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 1 Ob, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information (see instructions) SCHEDULE G, PART I, LINE 2B, (I) NAME OF FUNDRAISER: (I) ADDRESS OF FUNDRAISER: SCHEDULE G, PART I, LINE LIST OF TEN HIGHEST PAID FUNDRAISERS: GROSS CONTRIBUTIONS 45 N. 2B , HILL DRIVE, COLUMN STE. 100, WARRENTON, VA 20186 (IV): GROS S CONTRIBUTIONS RECEIVED FROM IN-PERSON AND NON-GOVERNMENT GRANT SOLICITATIONS ARE NOT DIRECTLY TIED TO A SPECIFIC PROFESSIONAL FUNDRAISER AND HAVE BEEN REPORTED ON SCHEDULE G IN THE TOTAL AMOUNTS 432083 08-28- 14 10071116 796448 Schedule G (Form 990 or 990-EZ) 2014 08041 39 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 CROSSROADS GRASSROOTS ScheduleG (Form 990or990 art IV Supplemental Information (continued) POLICY STRATEGIES 27-2753378 Pa e4 . RECEIVED BY THE ORGANIZATION. Schedule G (Form 990 or 990-EZ) 432084 05-01-14 10071116 796448 08041 2014.05000 40 CROSSROADS GRASSROOTS POLIC 080411 OMB No 1545-0047 Grants and Other Assistance to Organizations, Governments , and Individuals in the United States SCHEDULE I (Form 990) 2014 Complete if the organization answered " Yes" to Form 990, Part IV, line 21 or 22. Open to Public Inspecti on ^ Attach to Form 990. Department of the Treasury Internal Revenue Service 101, Information about Schedule I ( Form 990) and its instructions is at wMaujogagg= Employer identification number Name of the organization 27-2753378 CROSSROADS GRASSROOTS POLICY STRATEGIES General Information on Grants and Assistance Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees ' eligibility for the grants or assistance , and the selection criteria used to award the grants or assistance ? ® Yes 2 Describe in Part IV the organization's p rocedures for monitorin g the use of g rant funds in the United States Part II 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 reci lent that received more than $5,000 Part II can be duplicated if additional space is neeed. Method of (h) Purpose of grant (g) Description of (e) Amount of (d) Amount of (c) IRC section (b) EIN 1 (a) Name and address of organization valuation (book, or assistance non-cash assistance non-cash cash grant or government if applicable FMV, appraisal, assistance other) No AMERICAN FUTURE FUND 6601 WESTOWN PKWY, STE 240 IA 50266 WEST DES MOINES, 26-0620554 01C(4) 2,000,000. 0. SOCIAL WELFARE 46-5187544 01C(4) 4,820,000. 0. SOCIAL WELFARE 54-1916980 01C(4) 40 , 000. 0. SOCIAL WELFARE 52-1162185 01C(3) 50 , 000. 0. SOCIAL WELFARE 26-3722621 01C(4) 390,000. 0. SOCIAL WELFARE 53-0116130 01C(3) 125 000. 0. OCIAL WELFARE CAROLINA RISING INC 5 WEST HARGETT STREET, STE 502 RALEIGH, NC 27601 CENTER FOR INDIVIDUAL FREEDOM 917-B KING STREET ALEXANDRIA, VA 22314 ETHICS & PUBLIC POLICY CENTER 1730 M STREET NW, STE 910 WASHINGTON, DC 20036 KENTUCKY OPPORTUNITY COALITION P.O. BOX 6067 LOUISVILLE , KY 40206 , KY 40206 NATIONAL RIFLE ASSOCIATION 11250 WAPLES MILL ROAD FAIRFAX , VA 22030 VA 22030 2 Enter total number of section 501 (c)(3) and government organizations listed in the line 1 table 3 Enter total number of other organizations listed in the line 1 table LHA For Paperwork Reduction Act Notice , see the Instructions for Form 990. 432101 10-15-14 4 1 ^ 2 ^ 8 Schedule I (Form 990) (2014) CROSSROADS GRASSROOTS POLICY STRATEGIES Schedule) ( Form 990 Part It rnnt[n«wtinn nt cranta and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 9901, Part II.) (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of non-cash assistance (f) Method of valuation (book, FMV, appraisal, other) 27-2753378 (g) Description of non-cash assistance Pag e 1 (h) Purpose of grant or assistance NATIONAL RIGHT TO LIFE 512 10TH STREET, WASHINGTON, THE JOHN HAY 801 NW DC 20004 01C(4) 900,000. 0. S OCIAL WELFARE 46-3437207 01C(4) 50,000. 0. S OCIAL WELFARE 53-0045720 01C(6) 5,250,000. 0. S OCIAL WELFARE INITIATIVE PENNSYLVANIA AVE NW, WASHINGTON, 52-0986195 DC 20004 STE 610 US CHAMBER OF COMMERCE 1615 H ST NW WASHINGTON, DC 20062-2000 Schedule I (Form 990) 432241 05-01-14 4 2 CROSSROADS GRASSROOTS POLICY STRATEGIES Schedule) ( Form 99 (2014 ) Part I11 Grants and Other Assistance to Domestic Individuals . Complete if the organization answered "Yes" to Form 990, Part IV, line 22 27-2753378 Pag e 2 Part III can be duplicated if additional space is needed (a) Type of grant or assistance (b) Number of recipients (c) Amount of cash grant (d) Amount of noncash assistance (e) Method of valuation (book, FMV, appraisal, other) (f) Description of non-cash assistance Part IV I Supplemental Information . Provide the information required in Part I, line 2, Part III, column (b), and any other additional information. PART I, LINE 2: CROSSROADS GPS CAREFULLY EVALUATES THE MISSIONS AND ACTIVITIES OF RECIPIENT ORGANIZATIONS PRIOR TO MAKING ANY GRANTS TO ENSURE THAT FUNDS ARE USED ONLY FOR 501(C)(4) EXEMPT PURPOSES OF RECOGNIZED TAX-EXEMPT SECTION 501(C)(4) AND 501(C)(6) ORGANIZATIONS. GRANTS MADE TO 501(C)(3) ORGANIZATIONS ARE MADE CONSISTENT WITH OUR MISSION FOR THEIR TAX-EXEMPT PURPOSES. GRANTS ARE ACCOMPANIED BY A LETTER OF TRANSMITTAL STATING THAT THE FUNDS ARE TO BE USED ONLY FOR 501(C)(4) EXPENDITURES, 432102 10-15-14 EXEMPT PURPOSES, AND NOT FOR POLITICAL CONSISTENT WITH THE ORGANIZATION'S TAX-EXEMPT MISSION. 43 Schedule I (Form 990) (2014) Compensation Information SCHEDULE J (Form 990) OMB No 1545-0047 For certain Officers, Directors, Trustees , Key Employees, and Highest Compensated Employees 2014 ^ Complete if the organization answered "Yes" on Form 990, Part IV , line 23. Department of the Treasury Internal Revenue Service Open to Public Inspection Attach to Form 990. Do- Information about Schedule J ( Form 990 ) and its instructions is at Name of the organization Employer identification number CROSSROADS GRASSROOTS POLICY STRATEGIES 27-2753378 Part No la Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990, Part VII, Section A , line 1 a Complete Part III to provide any relevant information regarding these items First-class or charter travel Housing allowance or residence for personal use Travel for companions Payments for business use of personal residence Tax indemnification and gross - up payments Health or social club dues or initiation fees Discretionary spending account Personal services (e.g., maid , chauffeur, chef) b If any of the boxes on line la are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain 2 lb Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors, trustees, and officers, including the CEO/Executive Director, regarding the items checked in line 1a? 3 2 Indicate which , if any , of the following the filing organization used to establish the compensation of the organization's CEO/Executive Director. Check all that apply . Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director , but explain in Part III. ® Compensation committee ® Written employment contract Independent compensation consultant ® Compensation survey or study ® Form 990 of other organizations ® Approval by the board or compensation committee During the year, did any person listed in Form 990, Part VII, Section A, line 1 a, with respect to the filing 4 organization or a related organization: X a Receive a severance payment or change-of-control payment? b Participate in, or receive payment from, a supplemental nonqualified retirement plan? c Participate in, or receive payment from, an equity-based compensation arrangement? If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III Only section 501(c )( 3), 501 ( c)(4), and 501 (c)(29) organizations must complete lines 5-9. 5 For persons listed in Form 990, Part VII, Section A, line 1 a, did the organization pay or accrue any compensation contingent on the revenues of: a The organization? 5a X b Any related organization? 5b X If "Yes" to line 5a or 5b, describe in Part III 6 For persons listed in Form 990, Part VII, Section A, line 1 a, did the organization pay or accrue any compensation contingent on the net earnings of: a The organization? b Any related organization? 6a X 6b X 7 X 8 X If "Yes" to line 6a or 6b, describe in Part III. 7 For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed payments not described in lines 5 and 6? If "Yes," describe in Part III 8 Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If *Yes," describe in Part III 9 If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? _ LHA For Paperwork Reduction Act Notice , see the Instructions for Form 990. 9 Schedule J (Form 990) 2014 432111 10-13-14 10071116 796448 08041 44 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 27-2753378 CROSSROADS GRASSROOTS POLICY STRATEGIES Pag e 2 Schedule) (Form 990 2014 if additional space is needed ' duplicate copies Employees . Use Highest Compensated Employees, and Directors Trustees , Key Part II Officers , , instructions, on row described in the (ii). related organizations, row (i) and from the organization on For each individual whose compensation must be reported in Schedule J, report compensation from Do not list any individuals that are not listed on Form 990, Part VII. Note . The sum of columns (B)(i)-(iii) 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. (B) Breakdown of W-2 and /or 1099-MISC compensation (i) Base compensation (A) Name and Title ( 1) STEVEN LAW CALEB CROSBY (iii) Other reportable compensation (D) Nontaxable benefits ( E) Total of columns (B)(i)-(D) (F) Compensation in column (B) reported as deferred in prior Form 990 0) 239, 005. 117,650. 78,000. 42 ,000. 0. 0. 10 ,755. 5 , 519. 0. 6 ,133. 327 , 760. 171 ,302. 0. 0. ( i) 105 , 500 . 0. 0. 0. 0. 105,500. 0 51,000. 0 . 0 . 0 . 0 . 51,000. PRESIDENT (2) ( ii) Bonus & incentive compensation (C) Retirement and other deferred compensation TREASURER 0 . (i) ( ii ) I (i) ii (i) ii (i) (i) ii (I) ii (i) (i) (i) (i) (i) k (i) (i) ( id (i) ( id Schedule J ( Form 990) 2014 432112 10-13-14 45 CROSSROADS Schedule) (Form 990 2014 Part III Supplemental Information GRASSROOTS POLICY STRATEGIES 27-2753378 Pag e 3 Provide the information, explanation, or descriptions required for Part I, lines 1 a, 1 b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II Also complete this part for any additional information Schedule J (Form 990) 2014 432113 10-13-14 46 Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. (Forfi 990 or 990-EZ) 10- Attach to Form 990 or 990-EZ . 11111, Information about Schedule 0 or 99D-FZ) and rts' ns is at www Ing Department of the Treasury Internal Revenue Service 2014 CROSSROADS PART I, LINE 1, GRASSROOTS POLICY Open to Public Ins pection nrmQQn Employer identification number 27-2753378 Name of the organization FORM 990, OMB No 1545-0047 Supplemental Information to Form 990 or 990- EZ SCHEDULE 0 STRATEGIES DESCRIPTION OF ORGANIZATION MISSION: ADVOCATE POLICY OUTCOMES ON PENDING LEGISLATIVE AND REGULATORY ISSUES HEALTH CARE REFORM, SUCH AS: TAXES, SPENDING AND DEFICITS, CONGRESSIONAL REFORM AND ENERGY AND ENVIRONMENT. ISSUE ADVOCACY AND GRASSROOTS LOBBYING ACTIVITIES POLICIES THAT STRENGTHEN THE NATION'S SECTOR ACTIVITY, PRIVATE THE PURPOSE OF THESE ECONOMY, IS TO PROMOTE REDUCE REGULATION OF AND RESTORE GOVERNMENT TO A SOUND FINANCIAL FOOTING. FORM 990, PART CROSSROADS GPS III, LINE 1, IS TO EMPOWER PRIVATE CITIZENS DIRECTION OF GOVERNMENT CITIZENS, IT. THROUGH ISSUE RESEARCH, EVENTS WITH POLICYMAKERS, CROSSROADS GPS TO DETERMINE THE POLICYMAKING RATHER THAN BEING THE DISENFRANCHISED VICTIMS OF COMMUNICATIONS, DESCRIPTION OF ORGANIZATION MISSION: PUBLIC AND OUTREACH TO INTERESTED SEEKS TO ELEVATE UNDERSTANDING OF CONSEQUENTIAL NATIONAL POLICY ISSUES, AND TO BUILD GRASSROOTS SUPPORT FOR LEGISLATIVE AND POLICY CHANGES THAT PROMOTE PRIVATE SECTOR ECONOMIC GROWTH, REDUCE NEEDLESS GOVERNMENT REGULATIONS, IMPOSE STRONGER FINANCIAL DISCIPLINE AND ACCOUNTABILITY ON GOVERNMENT, AMERICA'S NATIONAL FORM 990, PART VI, SECURITY. SECTION B, LINE 11: ALL BOARD MEMBERS RECEIVE A COPY OF THE FORM 990 THE IRS. BEFORE DURING THE REVIEW PROCESS THE BOARD DISCUSSES ACCOUNTANTS, AND STRENGTHEN IT IS FILED WITH THE FORM 990 WITH COUNSEL AND THE CFO. LHA For Paperwork Reduction Act Notice , see the Instructions for Form 990 or 990- EZ. Schedule 0 (Form 990 or 990- EZ) (2014) 432211 08-27-14 10071116 796448 08041 47 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 Employer identification number 27-2753378 Namb of the organization CROSSROADS FORM 990, PART VI, THE ORGANIZATION'S GRASSROOTS SECTION B, LINE CONFLICT OF POLICY STRATEGIES 12C: INTEREST POLICY REQUIRES ALL PERSONS TO DISCLOSE ANY POSSIBLE OR ACTUAL CONFLICTS OF FORM 990, PART VI, SECTION B, OFFICERS' COMPENSATION FORM 990, PART VI, LINE INTERESTED INTEREST. 15: IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. SECTION C, LINE 19: UPON REQUEST FORM 990, PART VII, SECTION A: STEVEN LAW AND CALEB CROSBY WERE COMPENSATED FOR THEIR ROLES IN THE DAY-TO-DAY OPERATIONS OF THE ORGANIZATION AND NOT AS OFFICERS. STEVEN LAW WORKS AN AVERAGE OF ORGANIZATION, 17 HOURS PER WEEK FOR THE RELATED AMERICAN CROSSROADS. CALEB CROSBY WAS PAID THROUGH CFC ORGANIZATION AND $51,000 WAS CONSULTING: $105,000 WAS PAID BY THE PAID BY THE RELATED ORGANIZATION, AMERICAN CROSSROADS. FORM 990, PART XII, LINE 2C: THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PART III, LINE 4A AND 4C 432212 Schedule O (Form 990 or 990-EZ) (2014) 08-27-14 10071116 796448 08041 48 2014.05000 CROSSROADS GRASSROOTS POLIC 080411 Schedule 0 Form 990 or 990-EZ) (2014) Name of the organization CROSSROADS GRASSROOTS TOTAL EXPENSES FOR THESE PROGRAM SERVICES OVERHEAD, POLICY INCLUDE AN ALLOCATION OF SALARIES AND CONSULTING EXPENSES. 432212 08-27-14 10071116 STRATEGIES Pa g e 2 Employer identification number 27-2753378 796448 08041 2014.05000 Schedule 0 (Form 990 or 990-EZ) (2014) 49 CROSSROADS GRASSROOTS POLIC 080411 OMB No 1545-0047 Related Organizations and Unrelated Partnerships SCHEDULE R (Form 990) 2014 10'Complete if the organization answered "Yes" on Form 990, Part IV, line 33,34, 35b, 36, or 37. 10- Attach to Form 990. Department of the Treasury Internal Revenue Service about Schedule R (Form 990) and its instructions is at Open to Public Inspection nnulf„rmoon Employer identification number Name of the organization 27-2753378 CROSSROADS GRASSROOTS POLICY STRATEGIES Part I Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33. (a) Name, address, and EIN (if applicable) of disregarded entity Part II (d) Total Income (c) Legal domicile (state or foreign country) (b) Primary activity (e) End-of-year assets (f) Direct controlling entity Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year. (a) Name, address, and EIN of related organization (b) Primary activity (c) Legal domicile (state or foreign country) (d) Exempt Code section (e) Public chanty status (if section 501 (c)(3)) (f) Direct controlling entity Sectlo(9)2(bM13) controlled entity? Yes No AMERICAN CROSSROADS - 27-2141277 SECTION 527 POLITICAL P.O. BOX 34413 WASHINGTON , DC 20043 RGANIZATION VIRGINIA LHA X Schedule R (Form 990) 2014 For Paperwork Reduction Act Notice, see the Instructions for Form 990. 432161 08-14-14 27 50 27-2753378 CROSSROADS GRASSROOTS POLICY STRATEGIES Schedule R ( Form 990) 2014 Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related Part III organizations treated as a partnership during the tax year Part IV (b) Primary activity (C) Legal domici (s a te l e (s tate t a te o foreign country) (e) (f) (g) (h) Predominant income (related, unrelated, excluded from tax under sections 512-514 ) Share of total income Share of end-of-year asset Disproportionate allawtlons7 Yes No (k) (i) (i) (d) Direct controlling entity s (a) Name, address, and EIN anization of related organization P age 2 enerai o Percentage Code V-UBI amount in box managing ownership Partner? 20 of Schedule K-1 (Form 1065) a No Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year. (a) (b) (c) (d) (e) l1) (g) (h) Name, address, and EIN of related organization Primary activity Legal domicile Direct controlling entity Type of entity (C corp, S corp, Share of total income Share of end-of-year Percentage ownership (state or foreign country) 432162 08 -14-14 51 or trust) asse t s (i) on sect 512(eX13) controlled entity? Yes No Schedule R (Form 990) 2014 Schedule R (Form 990) 2014 Part V CROSSROADS GRASSROOTS POLICY Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36. Yes Note . Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule. I During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV? a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity b Gift, grant, or capital contribution to related organization(s) c Gift, grant, or capital contribution from related organization(s) d Loans or loan guarantees to or for related organization(s) e Loans or loan guarantees by related organization(s) Dividends from related organization(s) g Sale of assets to related organization(s) h Purchase of assets from related organization(s) i Exchange of assets with related organization(s) f j Page 27-2753378 STRATEGIES Lease of facilities, equipment, or other assets to related organization(s) k Lease of facilities, equipment, or other assets from related organization(s) I Performance of services or membership or fundraising solicitations for related organization(s) m Performance of services or membership or fundraising solicitations by related organization(s) n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) o Sharing of paid employees with related organization(s) r Other transfer of cash or property to related organization(s) s Other transfer of cash or property from related organization(s) 2 If the answer to an y of the above is "Yes," see the instructions for information on who must complete this line, includin g covered relationshi ps and transaction thresholds. (a) Name of related organization (b) Transaction type (a-s) 1a X 1b 1c X T- 1d le X T if 1 1h X X X 1i 1j X X 1k 11 X X 1m X In 1o p Reimbursement paid to related organization(s) for expenses q Reimbursement paid by related organization(s) for expenses (c) Amount involved No X X 1 X 1 X 1r is X (d) Method of determining amount involved 1 (2) (3) (4) (5) (6) 432163 08-14-14 52 Schedule R (Form 990) 2014 Schedule R (Form 990) 2014 Part VI CROSSROADS GRASSROOTS POLICY 27-2753378 STRATEGIES Paye4 Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37. by total assets or gross revenue) Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured that ,.- not a roiot r1 nrnnni,afinn cop instnrcfinns reaardinn exclusion for certain investment oartnershlos. (a) Name , address, and EIN of entity (b) Primary activity (e) (d) (c) all Predominant income partnAsec ers Legal domicile ( related, unrelated, 501(%1 1 91 (state or foreign excl uded f rom tax un d er or sa country) sections 512 514) es No (f) Share of total income (g) Share of end-of-year assets (h ) oispmparnonate a0ocatlons? es No (I) Code V- UBI amount in box 20 of Schedule K 1 (Form 1065) (k) (i) General o Percentage managing partner? ownership es No Schedule R (Form 990) 2014 432164 08-14-14 53 CROSSROADS GRASSROOTS POLICY STRATEGIES Schedule Ft Form 990 2014 Information Supplemental P art vil 27-2753378 Pa e 5 Provide additional information for responses to questions on Schedule R (see instructions). 432165 08-14-14 10071116 796448 08041 Schedule R (Form 990) 2014 54 2014.05000 CROSSROADS GRASSROOTS POLIC 080411