- DO NOf efiIe GRAPHIC ,"rn 9l Ë 990 öl'1ü Ño 1545-00a7 eturr. of Organization Exempt From lncome Tax Under section S01(c), 527, or49d7(a)(1) ofthe InternaI Revenue Ccde (except private u ndatio ns) > Do not entel so€tal secunty numbers on thts Ëorm as Lt iпy be made publtc > lnformàtrÒh ãbout Forrn 990 and rß rnstiuctrons rs åt lggK*re-ggyllþãil¿gQ fa lton B (hç(k rl êpplrc¡lble ! As Filed Data - PROCE$S 5I'AT€ 4ddresç ch¿nce D Employeildentrfrçåtron numÞ€r 5 rrn¡l [ ÂrDènde{ rÊfum E AÞpl [: RÇo¡¡ìl5r¡rte 16s5 ¡r È'ÕRT 4YER cät!ùr ¡r0 l6ú C Grois r€carpG tf(a) TRACIE J SHARP 1655 N FORT I"IYER DRIVE NO 360 Tax-exemptstðt''u > Elsol¡.¡1:) U Eor(.)( ){(rnË€rtno) !4e4)iójir}o. Iszr E corporut,on Ü ìr"., n S ls thrs d group return fór Ev.r subordrnàte5? fl(b) WWVJ SPN ÖRG K Ëorrn olorganrzat,on l.:lsÞfronq number (703) 243- or loi?n, slèle or trqvtnçez cûilnlry, NCïót/, VA r2209 Pâ?t 7-09 525]1 ès D _t Irrspettiôñ ÑÉ-r$J()F.t( Cl tlðr!1ê rhônoè O Ìnrt¿l returi I Open to Fublic Assoct¿bon I Are ali subordrnales rlclüdea,) If "l'¡o," êlt¿ch t{(c) ¿ lr$t fho (seê Group eKehptron number Þ qf {orft¡lLon 1ç9? o,hn, > Mi'.¡o Yes domlcrle 5Ç M I I Bnefly descnþe the orgån!zètron's mtssron ot most stgnrficart äcitvttres çATALYZE THRIVING, DURABLE FREËDQM MOVFMENTç ¡N EVERY STATE., ÁNCHORED VIÍTH HIGH-PERËORI''IING INÐFPENÐFNTTH¡NK o rf ¡he orgãnlzàtton dtscontiñued rts operations or drsposed of môre thén 351i, qf ttÊ net Number of vötrng ñåmbers rf lhc Aoverfirng body (Pàrt Vl, ltne lè) . ' 2. Check thls box Þ il ! 4 5 6 -4 4, Number of rndependent vÒtrng rÍÈmbers of the governrng body (Part VI, hne Total nurnber of rndrvrdu¿ls ernpkyed rn cðlendâr Yeêr 2017 (part V, ltnê Totðl number of voìunteeís (estrmate rf necessary) . , 7a Total unrelåted b Vtll, cc¡umn (Ç). ltne h¡Jsrness ¡evenue from Part 10 th) 2ã) 4 ô, æ, I Cûntíbútrèns ànd grâñtE {Pðrt VIII, lrne fh) PrDgrem service revenue (Part VIII, lrne 29) 1Ð Inve$tmeht rncome (Part 11 12 Vtll, coiumn (A), lrnes.5, 6d, 8c, 9c, 10c, dnd 11e) Total rêveûue*add linÈs I throuqh 11 (mugt e.quêl Pêrt VIll. c+luon (A), ttne 1?) 13 14 l5 Grënts ¿nd srm¡lar èmounts párd (Pàrt lX, cofutnn (A), lrnes 1-3 ftnes 3,4, and 7d 'I lS 0 Current Year e,979,962 12,849,79t 217,?5C 299, OBO 1 ) i-8,?32 69 o 10,t45,444 ) ' 9 gaiarres,othÊrcompen5ðtrcn,emÞloy.ëêbenefris(paftIX,colurnrr(À),llnes5-10) 25) 13,27O,2e c 0 2.647,9I4 2,969,r15 431,348 225,717 6,t 70,97t 8.284,20S 10,426,0ó5 72, t-9? .26(i 47 3,0 0? - 80,621 Begirnrng of c!rreht Yètt End óf Yèðr ú 4.903,399 ô q { 4û8,3 Ë z= II pêrlury, knowledge and behef, rt rs ttue, correcl, and ncl!cìtrg üêclärätran of prep.rrer (other Uôde r a¡v 4, 2û PðrÈ 2 1.318,150 7s,825 Senefrts patd to or for rner'îþers (Part IX, columF {A), ltne.l) Rêvenue less expenses gubtr,:cÈ hfie 18 froJì1 l]ne 12 12 1,1 c Other revênue (Part l6a Profes6ronål fundrarsrng feeç (gart tX, c¿lumn (A), llne tle) b Ìotal fundrarsrrq expìÌ5eJ (FâTt lX, (ol(Þn {Ð}. rre25) ÞI,41?.r75 17 ôther expenses (Part lX, coiumn (A), ines l1¿'1ld, 1lf-24ei 18 fotùl €xpérìsðs A knot,/ledqe ZiJ1t Sig n í-);l Srqnêtuñ iù i I L) Here Pr¡t/lypc ¡rclr¡r¡.r ' Jr¡rrl FÊANK H Frrm's SIIIfI n¿íile Þ flÀrÍ'Å fú > iSç$ r :']REEf F[m'5 ¿ddrÉss PrBp?ret l 5lqnaiLr.* rRANK H sItlITH I D¡te 2018'10 i? i'i.e.i fll Ér.i'ì.r NlV qúñÊ \'rll,lilllaì-t'il¡, D{] 20038 11¡ythefRSdrscus$thtsrellir¡\\Ll":1,:precarershowflabove?(seerrst'i,rlEnr) For PåperwöËk Redúctìor Âct Notice, s€ê the sepâfåte ìn*ìructions. í l! > Pl,r.¡ r 8S0 Pù0sl9c5l I 1¡-1S11275 i2lt2i B2¿"50Oü Rlv"t ftHo Càt lic 11rSilì- Form 99o liolli Forrn 990 (2017) Page 2 Part III 1 Bnefly descrrbe the organrzatron's mrsslon Statement of Program Service Accomplishments .g SÏATË POLICY NËTWORK (SPN) MISS]ON IS TO CATAI.YZË THR]VING, DURABLË FRËËÞOM MOVEMENTS IN ËVERY 51ATË, ANCHORËD WITH HIGH- 2 Ðtd the orgånr2åtron úndertåkê any srgnrfreant prögrsm servrcés duflng the year whtch were not lrsted on Il Y"' the prror Ëorrn 99G or 990-ËZ? Ø ¡¡o Ii 3 "Yes," descnbe these new servrees on Schedule O Dtd the orqanr?atron cease conductrng, or make srgnrfrcant changes rn how rt conducts, a¡y pr6gram [Y.t serv¡ces ) Øruo If "Yes,'' descnbe these changes on Schedufe O 4 4a ÐeEcrtbe the orçånrzåtron'E prôgräm servrcê accomphshments fôr eèch of rts three largest þrograrn servrces/ ¿s measured by expenses $ectton 501(c)(3) and 501(c)(a) erganrzàtrons are requrred to report the amount of grants end allocêttons to others, the totaf expenses, and revenue, tf any, for each program servtce reported ,l (Code I 3,553,642 rnclrrdrnç granrs of $ ) (Ëxpenres s 2,770,266 rncludrrrg çrðnts of ) (Fxpenses s r,97r,ia2 ) (Ëxpenses 955,900 ) (Revenue s SÊe Addrtjonal Dòtd 4b (Code See Addlt¡onal 4c I 7,450 ) (Revenr¡e 5 ofS 36,800 ) (Revenue g ng grants of s 8,000 ) (Revenue $ üat; (Code 299¡080 ) See AddttrÖnâ1 Dùta (Code ) (Ëxpenses I OTHËR PROGRAMS 4d Other progra m sewrces (Descrrbe ln Schedule O ) 4e Total 2,731,058 (Expense$ $ rncludr og qrànts of $ 8,000 ) (Revenue $ servlcê Form 9S0 (2017) Form 990 (?017) Page 3 ired Schedu Part TV Yes 1 2 Is the orgânrzatron doscrbed rn sectron 501(c)(3) or 4947(à)(1) (other than a pnvête foundatron): lf "Yes," cÐmpfëte Schedule AeH , Is the organrzatton requrrsd to cornplete Scàedv/e 8, Schedute oi Contrbutors (see rnstructronslr $,1 3 Dld the organrzalron engaqe ¡n drrect.or rndrrect polrtrcal camparçn actrvrtres on behalf of or tn opposttton to candtdàtes for publrc offtce¡ If "YeF," complete Schedule C, Faft I*J' 4 Section 50 f (c)(3) orgån¡zàt¡cns. Drd the organtzatton engãge rn lobbyrng actrvrfres¡ or have a seÇtron 501(h) electron rn effect during the tax yearT If "Yes," complete Schedule C, Paft II L 5 6 7 I I Is the organrzatton a seçtron 501{c)(a), 501(c){5), or 501(c)(6) orçanrzatron that recerves mçrnbershtp dues¡ assessments, or s¡mrla¡ amounts as deflned tn Revenue Procedure 9B-197 lf "Yes," complete Schedule C, Part Iil 9) Drd lhe orçånrzâtton måtntâ¡n any donor ådvtsed funds or any srmrlar funds or êccounts for whrch donors have the rtçht to provrde adv¡ce on the drstnbutron ór rnvestment of êmounls rn such fu¡rds or åccountsT r r lf "Yes," complete Schedule D, Part I *) Drd the orgåaìzâtton fecëtve or hold a conservâtlon eåsêment, rncludrng eêgements to pre$erve open-gpace/ cø the envrronment, htstonc lancJ areas, or htstorrc structures? If "Yes," complëte Schedule D, Part il Dld the argant?atron marntðrn collectrons of work$ of aÊ. htstoncal treasures, or other snmÌlãr assets? lf "Yes," complete Schedule D, Part Iil aU ' Dld the orgãntzåttôn report an ãmount rn Part X, kne 21 for êscrow or custodtal ãcçount lrabrlrty, çerye a6 a cuËtodlan for amounts not lrsted tn Part X, or provrde credrt coungelrng, debt manågernent¡ credtt repatr, or debt negotlètlôn servrces?ff "Yes," complete Schedute D, Part lV'Ð . 10 Ord the organrzatron, dlrecity or through a related organrzatron. hold assets rn temporarrly restncted endowments, permanenl endowmçnts, or quast-endowments? If "Yesi'cornplete Schadu/e Ð, Part v W 11 lf the I 2 No Yes Yes No 3 4 Yes No 5 No 6 No I No 9 No 10 No organtzatton's ånsy1rÊr to any of the followrng questrons rs "Yes," thÈn complete Schedule D, Parts VI, VII, VIII, IX or X as åpphcåblê a Drd the orgãnrzatron reporf an amount for [a nd. burld If [tne 10r 1la "Yes," complete Schedule D, Part VÌ % Drd the orgåRrzatlon report an amount for rnvestmênts-other sÊc urtres rn Part X, lrne 12 thãt ts 5ry0 or more of lts total assets reported tn Palt X, llne 16r If "Yes, " complete Schedule Ð, Part VII2J . c Drd the orgãnrzåtron report an amount for tnvestments-program related ¡n Part X, hne 13 thai rs 5o/o or more of tts total assets reported 5clq or more of rts total assets .eported d Drd the organrzatron ¡n Part X, hne 16r If b ti. e Drd the organrzatron reÞort an amount for other ltaþrlrttes tn Paû X, hne 257 If "Yec," complete Schedule O, Part X*) f l.2¿ b L3 [4a Yes 1lh No 1lc No 1ld No 1le Yes LLf Yes 12a Yes 12b No l3 Na l" ¿la No 14b No 15 No 16 No b f5 16 L7 1E 19 Drd the organrzation report a tot¿l of more than $t5,000 of expenses for professtonal fundratsrnç serylce-s.on Part IX, ç) column (A), funes 6 ¿nd l1er tf "Yes," colì1p/efe Sehedule G, Part ¡ (sêe lnstructlons) oñ Pãrt VlIl, gross contrrbutrons lncorne and Drd the organtzältôn report more than $15,0û0 total of fundi-arsrng event q) i,nes lc and 8a? If "Yes," contplete Schedule 6, Pârt lI ga)-Jf "Yes,' Drcj Lhe organrzatron r€port more lha¡ $15,Qtt of gross tnconre from gamtng actlvltles on P¿rt VlIl, lrne camplete Schedule Ç, Part III H L7 Yes 1a No 19 No Form 990 (20!.7) Form 990 (2017) Part IV Page Checklist of red Schedules (conûnued ) Yes 20a D¡d the orgênrzðÈron operate one or msre hosprtal facrlrtresT b If If "Yes," eamplete Schedule H , 20a "Yes" tô lrne 20å, dtd the organtzåtrön attåch a copy of rts audrted flnancral stätements to thts return? 2fìh Þld the organtzatton repert more than $5,000 of grants o. other ås$rstånce to any dor'nestrc organrzatron or dornestlc government on Part IX, colurnn (A), lrne lt If "Yes," comp/ete Schedu/e I, Parts I and IL . %r 2L Yeg 22 Dtd the organtzaiton report more thân $5,000 of grants or other êssrstence Çolumn (A), lrne 2z If "Yes," complete Schedute Parts I and 22 Yes 23 Y¿s 2t III to or for domestrc tndlv¡duais on Part IX, , ,! " *¡ to Part Vll, Sectron A, lrne 3, 4, or 5 about compensatton of the organrzatton's çurrent and former offtcers, dtrectors, truslees, key empfoyees, and hrghest compersated emÞtoyees? If "Yes," Ðtd the orgå¡1tzàtron answer "Yes" complatescheduleJ . o$ 24a Ðld the organrzåtton have a tax-exempt bond rssue lvrth an outstandrng pflnclpðf amount ôf more than gl-00,000 as of the làst day of the year, that was lssued after December 3 , 2OO2? If "Yes," ans,te¡'lrnes 24b through 24d and eomplète Schedule K If "No," gÒ tô lne 25â Ðld the organtzatron tnvest any proceeds oÉtax-exempt bonds beyond a temporary perrod exceptron? . c Dtd the organtzatron matntatn an escrow account other than a refundrng escrow to defease any táx-exemÞt bondsr d 24c Ðld the organtzatron act as an "on behalf oÊ' tssuer fo¡ l¡onds outstandr*tq ãt any t{me durrng the year: 7.4d Ðld the organrzatron engage rn ân excess benefrt transactron wtth a drsquaNrfred person durrng the year? complete Schedule L, Part L , If "Yes," 25a No Is the organrzåtton aware fhåt rt eÊgêgêd tn ¿n excess beneftt transactþn wrth a drsqualfred person In a pnor year, and that the lrãnsact¡on hes not been reported on any of the orgsË1¿*tìanls prror Forms 990 or gg¡-frZr 2Eb No If 2ç 24b at any trme durtng the year 25è Section 50 1(c)(3 ). 501(c)(4), and 501(c) ( 29) organizations. b "Yøs," complete Schedula L, Paft I Ðrd the orgênt?àtron report any amount Çn Part X, lrne 5, 6, or 72 for recervabfes from or payables to any .urrent or fo¡mer off¡cers, drrectors, trustees, key employees. hrçhest compensated employees, or dtsqualrfred persons? "Yes," complete Schedute L, Pärt IÌ Dld the orgântzatton pr-ovtde g grðnt or ôther ðssrstànce to an offrcer, dtrector, trustee, key employee, substant al contrtbutor or employee thereof, a grant selectton comrnrttee member, or tÒ ¡ 35Yo cûntrolled enhty or famriy member of any of thcse personst If "Yas, " comB/eÊe Schedute L, Part Iil . If 27 28 ä 26 No 27 No 28a No 28b No l8c No Was the ôrgèntzêtlon ä pärty to a þustness transåctron wrth oñeolthefoltowlng p¿ntes (see Schedute L, pårt IV rnstrucbtons for applrcable frhng threshotds, condrtrorrs, and exceptrons) ,{ current or former offrcer, dtreetor, trls*ee. or key employeez Pa¡t IV If "Yes)" complete Schedule L, b A famrly rnember of a current or fotmer ofÉtcer, drrector, trustee, or key employee) íV, c No 24a b Na No 21 I, An entttY ef whrch a current or forme¡ offrcer, drrector, trustee, offtcer, dlrector, trustee, or dtfe :. 6a No 6b Drdtheorganr¿attonrecetveapaymentrnexcessofgT5madepartlyasacontnbutronandpartlyforgoodsand Ta No provrded to the payorr 7b requtr€d to f¡le Dld f g Drd the orçantzàtton, dunng the year. pay preßìrums. dtrectly or rndrrectly, on a personal beneftt contract) . It the orgañrzätron redetved a contflbutron df gual¡fred rñtellectuål prspètty, dtd the orçanteatlon fìle Form t899 as req{¡lredt thr orgànt¿ãtton recÊtve any funds, drrectly 7c No 7e No 7r No ?d "Yes," rndrcate the number ol Forms 8262 trf ed durrng thÊ yeàr e b 10 â b tl a b No Qrgânizätions that mäy ÍèEêiv€ deductible contr¡butions undÊr sect¡on 170(ê), d If 9a No uvere . Form 8282r I 5a 5b 5c b If"Yes."drdtheorqanzðtronnotrfythedonorofthev¿lueoftheqoodscrservtcesprovrded) c Ðtd lhc organreatron sell, exchãnge, or otherwrse drspose oftangrble personal prGpe ty for whtch rt was h N0 ËBAA) Does the Grçântuatron have annual gross recerpts that are normally gr€ater than $100,000, and dtd the'organrzåilon solrcrt any contrrbutrons that were not täx deducttble as charrtable contrrbuttons) not tax 7 a ( Was the organrza[ron å party to a prohrbrted lax shelter transèçtran åt any trme durrhç the tex year? b Drd any taxable perty nottfy the orgånr¿åtron thåt rt wès or rs å pårty to a prohrbrted c If ''Yeb," to lrñë 5à or 5b, dtd the orgäntzätton frle Form 8B96-T7 €a 4â ) or rndrrectly, to pey preffitums on a persônã! benefttcontråct? Iftheorgên¡eâtronreçervedaçontnbuttonofcars,boats,atrpl¿Reg,Qrothervehtcles,dtdtheorgantzatlonflleaForm 1098-C2 , Spon*orinç organizations maintaining donor advised fundç' Dtd a donor aovised fund mälntåtned by the sponsorrng orgènrzêtlon have excess busrrless holdtngE åt any ttmê dulng the Yearl Þrd the sponsonng organrzatton make any taxable d'strtbut¡ons under sectlon 49667 7h I 9a . to a donor, donor advtsor, or ¡elated personT Drd the sponsônng orgênrzatron make a dlstrrbirt'on 7g . , 9b Section 501(c)(7) otgranlzations. Fnter lflrt¡åtron feÊs änd cåprtal ¿ontrrbuttons tncfuded on Part VIll, ltne 12 Groçs recelpt4, ncluded on Form g90, Pårt Vtll, lrne 12, lor pr.lbhc use of cluL¡ f¿c¡ ires 10a 10b Section 501(c)(12) orgahiz*tiotls. Enter Gross rncorne from members or shäreholders ' Grossrncornefromothersourcts(Donotnetamôuntedueorpatd[oothersourceE agalnst amoun:s Cue or rccelved from them ) 1la 1lb 12a Sectíon a947(a)(1) non-exeihpt charitable trustt. 15 the orçanl¿at¡on ftlrng Form 990 rn lreu of Form 1041) b If "Yes," ênter the ar¡ount of tax-êxempt Lnterest recelved or accrued durlng the yeår 12a t2b 13 b Sectian 501(c)(29) qr¡al¡fied nonp,rofit health insuiance if5uer6. Is the organrzatron ILcansed to tssue qualrfred health plans ]n môrè than one ståte)Notê. Eee the ¡nstructìons for êddrtroñä1 rnfúrr¡alron the orçanrzat¡oû must reporl on Schedule O Ënter the amouri of reserves the organtzatrott ts tequtred to mê¡ntä¡il by the st:tes ''r 13b whtch the orçàrìL¿atron ts llcënsêd to lÊ$ue qualrfred heülth plåns ' 13c c Eûter thÈ ðrnourt of reservês on hand . Í4a Þrd Èhe organrzatron recetve ðny påymÊnts fcr rndoor iäônlnç Sefv¡ces dunng tte tar year? ' . h If ^'Yss," hãs t i,iùd a Fcr¡n 720 to repod tirese payr¡entsllf "No,'prawde ån e.\Êlã¡rrlron rn Scl¡edule O . 13a 14ä No r4b (2017 ) Form 990 (2017) Part Vï Page 6 Governance, lr'tanagenlent, and Dísclost¡¡eFor each "Yes" response to ltnes 2 through 7b belovt, ând for a "No" rzsponse ta hnes 8a, Bb, or l,ûb below, descrtbe the ctrcumstances, processe\ or changes tn Schedule O See nstructlons Check rf S¿hedulê O contarns â r€sÞon.se or note to any lrne tn thrs Section A. Governln Bod PårtVI Ø emefrt and Yes 1a Enterthenumberofvotrngmembersofthegovernlngbodyattheendofthetaxyear 1å No 10 If there äre nìåtenå1 drfferences rn votrûg nghts ämong members of the governrng body, or rf the governrng body delegated broad authonty to an executrve commrttee or srmrlar commrttee, explarn tn Schedule o b Enter the number of volrng mernbers lncluded rn ìrne la. above, who are lndependent 1b 2 3 Dtd any offrcer, dtrechor, trugtee, or key employee håve å famlly relattonshrp or a busrnesg relatronsl¡lF wrth other offrcer, drrector, trustee, or key emp!oyee) .2. No Did the orgànrzatron delegate controf over management dut¡es customarrly performed by or under the of offrcers, dtrectors or trustees, or key ernployees to a management compàny or other persgnT 3 No 4 D¡d 4 No 5 Drd the orEanr:atron bêcome aware durrng th€ yÊär ofa srgntftcant drversron ofthe orgånrzåtton's ässets? g No 6 Drd the orçânrzatron have members or stockholders? 6 No the o:gan]zaf:n TtU: .",t stgnrft b Are any qovernance dects¡ons of the arg¡nrzètton reserved to (or sub.¡ect to åppro\¡àl by) r:nenrbers, stockholders, or persons other than the governrng body" t 7a No 7b Na Dtd the organteãtron contêrnporaneousty document the meettngs held or wrrtten actrons undertaken dunnç the year by the followrng a The governtng body) b Eàch commrtteê wrth 9 aûthorty to acÈ on behalf of the governrng bódy7 8a Yes ßb Yes ls there any offtcer. dtrector, trustee, or key emptoyee lrsted rn Pàñ Vll, Sectron A, who cannot be reached at the orgänrzatron's marlng address) lf "Yes," provrde the namesand addresses Section B. Polic¡es Thts Sectpn Îr Schedule O 9 , B b No the Internal Revenue CôdÈ. Yes 10a Drd the organrzåtron håve local chapters, branches, or;êlfiltät€s? b 1Oä "Yes,'' dtd the organtz¿tron have wrrtten poìrctes and ptocedures govêtntng hhe Þctrvrtl¿s of such chapters, efftlrates, and branches lo ensure thetr operattons are consrstent wrth the organrzatton'sex€mpt purposes? copyof thrs.Form 990 to all meùhers of rts governrng body before frlrng the form? con thctsT the organrzatron regufarly and consrstently mont.lgr and eniorce compf rance wrth the polrcy) Schedule ö how th¡s wás done Drd 1,4 the organtzatron have a urrrtte¡ whrstleblower polrcy? Drd the ôrgånrzatron have ¿ wntten documenÌ retentton ènd destr uctton poltçy? 15 Drd 13 a b 10b 1la No Deçcnbe rn Schedule 0 the process, rf any, uSe{ by the organlzatron to r¿¡vtew thls Porm 990 12a Did thê orgånr2åtron håve å lrfltten conflrct of tnterês,t Þo cyr ¡¡ "Na," go tö lmê J3 , b l/ere offtcersr drrectors, or trustees, and key emptoyees requrred to drsclose annually Interest.s that could grve nse to c No lf 11æ Has the organtzêtton provtded a complete b No /f 12å Yes 12b Yes 12c Yes 13 Yes "Yes," descnhe m Drd 14 the process for determtnrng compensatfoñ ofthe followrng persons rncfude a revrew and approval by rndependent pe¡-scns, comparàbr ]ty data, ¡nC cÕntemporaneous sr.Ìbqt¿ntratìc¡ cf the delrberatron and decrsrcn? Ct0, Executrve Drrectûr, or top management cfflcl¡l other offrçers or key êrnplúyees of the orgðnBåtton The organrzatron's 15a Yes 15b No l6a No 1f "Yes'' to hne 15a or 15b, descrrbe the process rn Schedule O (see rnstructlons) t6a b the orgênlzåt'ôn rnvest {n, contflbute ãssets to¡ or pârtrcrpàte rn å lotnt venturÊ or stmt¡¿r arrangement wtth tåx.rblé êntìty du¡"rng the yeå17 Drd a lf "Yes,'' dld'the organrzatlon follow a lvrttt€n pohcy or procedure reqütnng tho organtzatlon tô evêluatÊ lts pärtlctpâtlofl rn Jotnt venture arfangeraents unCer apptrcable federal tax law, and take steps to safeguard the orqantzðtton's exempt statu$ wrth rasÞéct to such ãffåRçementg? 16b Sect¡on C, Disclosure t7 Lrstthe States wtth whrch a copy of thrs Form 990 rs requrred to be flledÞ 18 Sectron 6104 requrres Èn orgarrz¡trorì to mäkè rts Form 102) (or 1024 rf sppltcèblê), 990, and 990-T (501(c)(3)s only) avarlable for publrc rnspectron lndrc¿te how you made these ¿v¡rl¿ðle Check all that apply 19 20 AL,.AK, AZ, AR, CA, CO, CT, FL, GA, IL, K5, KY, LA. MË , MÞ, MA. T'1I, þlN, ¡IS, MO, NN. NJ. NM, NY, I\C, OH, OK , OR,, PA, Rl, SC. TN, VA, WA, WV WI fl ouu¡ webs¡te il Another s rvebsrte Vl Upon request n ôth*r (explarn rn gchedu e o) Descilbe tn Schedule O whetirer- (and tf so, how) the orgänrzåtror rrrade rts governtnq documerrts, conf rct of rnterest poìrcy, and frnancral statements ay¿:lable to the publrc durrr.rg lhe tax year Siàle the ilåme, àddress, and telechone rìumber of thê person \r,hD possesses the organtzat.on s þoc,ks afld r€cords Þ[-EVI MORËHÔUSE CÔ crTERrrs rr'ic 8Û4 MËETÎNG STREFT:iril-fF 101 CHARLËSTON,sc 294i13 í8c)0) 571-6119 l'orr-' 99O (2017) (2017) Form 990 Paçe 7 rs, Þ¡rectotsftrustees, Key Ëmployees, H¡ghest Compensated Ëmployees, äctörË Check if Schedulè O cont¿lns a ¡esponse or not€ to any rne rn thrs Part Vil tl , Section A. Off¡cers, D¡rectorÐ, TruÊtêei, Key Êmployees/ and Èaighest Compansät€d Ëmployêes 1a Complete th:s table for all persons requred Lô be hsted Report compensatron for the talendar year endrng with or wrthrn the orgënrâ¿bon'5 t¿x yeår o L¡st all af the aroånrzðtron's carrrnt offtcers, drrectofs, trustees (wirether r¡rd¡vrduäls or ofqånrzåtrons), regardless of a:tount of compensãtìon Ënter -0- rn columns (ö), (Ë), and {F} rf no compensEtlon þ!ã$ pèrd r Lrst all of thÉ ocçanrzåtron's current key employees, if åny See rnstructrons for deftnrtrcn of ''key emÊioyee '' e Lr¡t the organrzatron's live current hrghèst coÊnpeñsätêd employees (öthèr lhãn â¡ ôffrc€r, dirêctôr, truÉtêê o¡ key employee) nho recerved reportable compensåtron (Box 5 of Forrn W*2 ¿fldlôr gox 7 of Form 1t99-l,4lSC) of more thån 6100,000 from the organl¿ðtroi änd any retåted organrzatroñs . Llst åll ôf thê ôrgðnråätron's former offrcers, key emptoyees, or hrqhest cômpÊnsåled e¡¡Þiôyeés who recerved more thårì +1 00,000 of neportable compensàtron lrom the órgänrzatron ônd óny rÈlêted orgðnrzèlrons r Llst all ol the orgånrzåtron's formêr dírêctots ôr tfl¡3teés that recerved, rD the eåpðctty as ¿ former di rector organrzatron, môre thafl 510,000 of repolcable compensatron from ihe orgäflrzàtron ðnd any re¡ated orgàn rzatì0r'ls hst persons rn lhe followrng order rndrvrdual trustees or drrectors, tnstrtutLon¿l trustees, rfffcers, key employees, compensated employees, and former such persons ! Cnec¡< thrs box ¡f nerther the (A) Nåme ând frtle nör rëlated cu Avêrage hours per weck {¡rst any hours for ¡elated organrzãtrôns below dotted Irne) qî 5 tçtrmâteC of othef ù. co mpe nsatlcn from the ¿ ncJ a related organrzatrons 15 '¡ä .,c f rl (F) (d0 noi chëck more thdn one box, unless person rs both èn offrcer ¿nd a directór/trustee) PoE Èrcñ õ ( t¡ustee rrerit (c) {E} ! ¡ .f .t, 40 ftc I RACIÈ J si{ARp )l x x x x X ( 5.000 ù c 0 c ù 0 0 0 295,$l;ì 9RüSIDËNT (71 cARr o flEtSTRor4 10c IIf C¡.']AIIìMÂN 10c (3) lrAt{roRD D S!!Û"1 .}FCRFIARY ¿0t (4) THolvlAS L WIlcoX X TRË,1SURËß (s) ÍrÈOùClRÈ 0 D AÞRIAM X a 0 X lì a illfcToiì (6) rA\{50N ì00 ÉAO.ER OIRICTQR 100 (7) JoHN HOOO a X OIRFCTEìR 100 (B) ADAM t{ÊYqR$QN Y û 0 x ú 0 lì î, i i4.Ð89 c :.!.1ù X i65,5.ie 0 ,,,460 X 1lt,7 0 i 1,riìFi i)rfìricToR 100 .9) gRrDGEl-r 6 WAGilËR OIRÉd-f OR (Lr) 100 KÀRÊN $UCHWÂLÞ rÂrrì¡ÙNf ilrRtcloR (1 11 tôNY WÕÖÞilËf X fXÉCUÍIVÊ ( VTCË 4û 0c r¿) CARRIE CÕNKO Vl¡ fJl' COM I' UNICArtoÌls 40 0a (Lr) LvNrl NAñs¡ì )1 VP OF SÍRATEGY 40 0l ì 14ì TÊRfSÀ SROWN ii I 5) KRISil¡lÁ itlTTFN sÁl¡l)FP.( :iR DlR. {rúj) LEADERSHIP BRAÈr 0 X ,IP (TF LÊAÜÊRSHIP DÊVELOPMEN "10 X !f f ¡]n x -r! & pHlL 5rlìAI[(;Y CRuSËR 40 00 rì,olt 0 (,\ptÂ.Äì¡0Ng 0lßfcToR ForFr 990 ii01 Êorm 990 (2017) Pårt VII Page Section A. Com è (A) {B) Name and Trtle Averaçe hours per week (lrst àny hóilrs far related 0rganrãatI0nc below clorted hne) (c) (D) (E) (r) Posrtron (do not check more than one box, unless person Reportable cêmpênsåtron from the organläatr$n {w- Reportabfe Ëstrma,ted cornpensåtron amaunt of other compensåtron from the orgånrzãtron ènd related orçåntzåtrons rs both an offrcer and a dr rector/tru stee ) -ra 5 ,rl R c ,-, rJ I - p o (q i 'I" ,f" f f q F ;t, *:r ñ ,t, tl, .-, ,t' n3 tr) 1) :.þ t, .r, 'Tt I E from .related. ôrgànrzåtrons (w- 2/10e9-plisc) 211099-MrSC) f ,ï, ü a i] È 6? È (. É- lb Sub-Total . c Total from contint¡ation sheets to Þart d lb Total add lines VII, and 1,1 00, s2,736 2 Total number of rndrvtduals (tncf udrnç but not ltmlted to those flsted above) who recerved more than 9100,000 of reporta ble compensêtron from the organreatron ) 7 3 Drd the organrzatron hst any former offrcer, dt lrne la? If "Yes," ëÒñpletë Schedule far such tnd¡vtduâl Yes 4 j , 3 No For any tndrvrdual ltsted on Ìtne la, rs the sum of reportable e:onìpensatron ând other compensêtron from the organrzaLron and related organrzatrcns greater than 9tr50,t0û'¡ If "Yes." complete Scl¡edule J for such , tndtvtduâl s . Ro key emplcyee. or hrçhest compensated employee on . 4 Drd any person lrsted on lrne la on from any unrelated organrzåtton or lndrvtdual for Schedule I for such person . recelve or servrces rendered to the orçanrzatton)If "'ir'es, " Yes 5 No Ë. 1 Cornplete thrs table lzät r ftve hrohest from the tndependent contractors that recetved more tlran $100,000 of corìlpensatton the calendar year endrng wrth or wrthrn the co rzatron's tâx (A) N¡nre busrness a Res (¡r) Êeruonal I 6å Gross r€nts b '.ess renlål expen*6 ç Rrnt¿l lncame or {lors} d l{et.entål thcorï€ or (r) Securrtres 7a (r,) ¡,tìouúl frqnì 5ùles of Lltsss ôrsetÉ othe( l¡ú.¡ illyeûlùtY b iÈss castor othef Ssste ðnd 5ðlÈe êrÞeIæs c G¡rn or (losrJ d t{et qarn or (ioss) 6, 6 26.590 Êð Gross rncome from fundratGtñg eveftts of (not rncludrng $*contrìbuúons reported on lttre 1c) See Paß lV, ltnô 1û , ü å b fr @ Ë ô a b c Net (lôgs) OaGr6ss r t ffoñ garÌrnq I åct¡vrtres ess etufns Less cost of goods c Révenue BssrnesS CÐde 11a t c d I other r€venue e Tot¡1, Add ltnes 1lä*:.ld . 12 Totat rercñue. see Instruçt¡ons Þ Þ 29!,080 Fo rfn Form 990 (2û17) Paoe 1O Stâtement of Functionrl Ëxpenses EMtm Secttorì 501(c)(3) and 501(c)(4) organrzatrons must complete all columns All other orçänrzåtrons must complete coNumn (A) Check tf Schedule O conlarns se a or note io a Ðo nol incfudë årÍounts reported on lines 6þ, 7ú $br 9b, and lOb of Part VIIL Pr Tot¿l cxpènscs Grants and other assrstance to domesttc organrzatrons and domestrc gÕvernments SeÈ pårt IV, frne 2l 2 Grånts and other assislance to domesttc tndlvtduals See IV, ltne å? 3 Grånts ¿nd other ãssr$tåncê to fûrêtgn orgënt¿åttons, ForÊlçn governinentsl and forergn rndrvrduals See Pa¡t IV, lrne 15 ¿nd 16 4 gënefrts pard to or for members 5 CompÊnsatron of current offrcers, (B) (Â) I M hne rn thts Part IX oqranr servrce (þ) l'lanagament and qener¿i exÞenses expÉnse5 Fuod ra 1,?8 1,350 r.281,35Õ 36,800 36,A00 478,L45 390¿704 2,L22,949 \,77I,949 t7g,3t)2 20,ã04 17,01 5 ,404 Pa drrectors, trustees, and (Ç) 68, rsr nqex penses t62 r8.579 key employees 6 Compênsatron not rncluded above, to dtsquallfled persons deftned under sectron 4958(fX1)) and persons descr¡bed ln sectron 4958(c)(3)(B) 7 Other såÌänes ånd n¡àges I Pênsron plän åccrúèlE ånd cûntnbuttons (rnclude sectron 401 I Other employee 1 / 1,698 1,7A5 (k) and a03(b) emplçys¡ cortfrbuttons) ú3t;0r 16$,974 beneÊLts 10 Payroll taxes 11 Ëees for $ervrces (non-employees) 1B 1 I qñ 707 1,853 1 5,802 17,40 1 2, r6: 13,65 5 1 a ManãgÊment , b LegaÌ c ¡dccountrng d Lobbyrng e Professronal fundra srng servrces See Pêrt IV, ltne 17 f 13 14 Offrce expenses 248 3,898 80,732 4A7 6,352 7s,863 75,863 ', gOther (lf hne 119 amount exceeds 109,äo af ne 25, colurnn (A) åmrufit, trst lrne 1l.q €xpens€e on Schedule O) Advertrsrng and promotron 49,235 à7,531 ¿¿)¡/ I / Invëstment managenrent fees ll 53.381 :- I i 225,717 5,073 51û73 3,869,085 3,788,S84 80,201 '1Û,t:.0 9.845 166.896 1L7,491 3S,631 17,774 )}A 45,521 4.633 4,070 Eâ lnformatton technclogy 110 1.5 Roy*ltres 16 , Orcupêncy 137.834 113,641 L3,174 11,0 19 1,1 56,3 1 0 1,094,64S 54A 61,1?2 82,2 50 1.481.940 7 303 2,L46 7tLlO L2 24 ia: :,i::: 1? Travel 18 Pãyments of travel or entertarnm$nt expenses for any federal, state, or Ioca publc offrcrals LF Conferences, conventrons, and meettngs .:,1:: ;l t",, ':i.,., .," " 20 ¡ntëfect ?1 Påyments to ¿ffrhates '=:l:: åL teprecratron, de¡:ietron, and amortlzaitên' 23 Ìnsuråncê 1.4 . .. 36.4:2 35.57 r 32,859 26,99& 3,72L 2,V40 0s,793 692 475,7iø 851 2¿t Other exper¡ses ltenrrze expenses not covered above (Lrst rn¡Ecellaneou¡ expenses rn llne 24e If l¡ne 24e ðmount exce€d$ l0o,.b of [ne 25, column (A) amount, l¡st lrne 24e expen$es on Schedule O ) a POSÏAGF AIIID SHIPPING 582,2b b PR¡NITING 375,4!6 I r,379 427 283,6S0 c DUüS AND SUBSC 5 5,287 49,528 737 5,022 d INFORMATION RËSOIjRCËS 37.,784 12,755 I t1 e All other 37,708 281 30.5er7 1.026,268 lr13 817 I,4 22,17s I 1 68,49r, 2ö ïotâl functional exp€nses, Add hnes 1 thro h 24e 12,79],260 1 26 ,Ioint costs, f,onrpiete thts ltne only rf the organtrårron reported ln column iB) lotnt aosts from a comb¡reci educâtfonal cðnìpã qì a,rd fundrðrsrng soltcitatlan Check here Þ fl rr iollowrng SOP 98-2 (ASC 95S-720) Form otl ) Form 990 (20f7) Pãrt X Page 1"1 Balance Sheet Check rÉ Schedule O contarns a or note to å ü Lne rr' thrs Part IX (B) (A) Eegrnnrng of year I Cash-non- rnterest"bea ? Savrngs and t*mporary cash rnvestments 3 Pledges and grantÉ rece¡vable, neI 4 Accounts recervable, net 5 7 Loans and other reeervables from current ând former oflrrcers, drrector*, trustees, key employees, and hrghest compensated employees Complete Part II of Schedule L Loans and other recervables from other drsqualrfrÊd persons (as defrned under sectron 4958(fX1)). persons descnbed rn $ectron 4958(c)(3)(B), and contrrbrtrng employers ånd sponsor¡ng organrzatrons of sectton 501(c)(9) vol u ntary employees' benefrcrary orçä nrzâtrons ( see tnstructr ons ) Com plete Part 11 of Schedule L . Notes and loans recervable, net t lnventones for sale or use 9 Prepard expenses and defened charges 6 tÒ o vr Ø f.Oa Land, burldrngs, and equtpmênt cost or othèr bësrs Complete Part VI of Schedule D 1 1.729,223 305,972 5 7 I 89,9S7 q 130,053 10c lntangrble assets Oþher 2,123."/45 14 Accounts payable and accrued expenses 1B Grants 15 0 4.903,399 16 5.529,538 24Ê,å98 L7 483.405 459 18 , 19 Oeferred revenue 19 ¿o Tax-exempt bond h¿brlrtres 20 2L Ëscrow or custod¡al account lrabrlrty Complete Parl lV of Schedule D 21" Loans and other payables tô current and former offrcers, drrectors, trustées, key employees, hrghest cornpensated ernployees, änd dtsquå rfted 22 2t 2g 24 159,412 24 25 408,? 10 2t Âfn 7qq .1.399,016 27 4,721 ,3Q1 e8,0?3 2A 197.438 thrrd partres, 2E 26 Organizationo that follow SFÀS 117 (ÃSC 9SÊ). check here camplete lines'ãTthrough J9, aod lines 33 and 34. CJ t) 27 = 28 d¡ 29 q) zo 1f 01 ,514 L3 ffi o 1 2.2A3,5T2 1"2 assets Sëe Part IV, ltne 11 Total ascets.Add hnes 1 through 15 (must equãl Ìrne 34) t6 IT $ 22 239,606 1Oa 15 payable 4.583 29,000 ,51 1 f4 12 1 4 r3 t1 qô $49,65 rrn g Less accumulated deprecratron lnvestments*publtcly traded secuntres lnvestments-other secur¡tres See Part IV, ltne tl Investments-progrem-related See Part lV, ltne 11 b End ol year > M Unrestrrcied net åssets Temporarrly restflctêd nêt äs5etg an¿ Permanently restrrcted net êssets 29 30 31 Organizations tbat do not follow SFAS 117 (ASç 9SS), check here Þ E anU complete lines 30 through 34. Caprtal stock or trust pnnctpal, or current lunds Parci-rn or caprtal surplus, or land, [rurldrng ot equtprlreht fund 22 Retar¡reci earntngs¡ endowment, accumulated rncorne, or other funds 30 33 34 12'1.394 31 t2 Tot¿l net ãssets or fund balances 4.495.08s 33 4.918,739 Total lrabrlrtres ênd net êssets/fund b¿lances 4 903.39S 34 5,s29,538 Fornt 0r7) Forrn 990 (?017) Part XI I Paqe 12 Reconcilliation of Net Âssets Check rf Schedule ô contalns a nse or note to I ìrne rn thrs Part XI Total revenue (must equal P*rt VIfI, column (A), lrne 12, ) Total expenses (must equal Palt IX, (olumn (A), lrne 25) I t3,270,7.62 2 L2,797,26Q 3 473,002 4 Reve¡uè less expenses Subtrêct lr¡e 2 from irne 1 Net assets or fu¡¡d bElances et begrnnlng of year (must equel ParL X, hne 33, cclumn (A)) 4 4,495,0S9 Ë Net unrealized garns (losses) on rnvestments 5 -49,3 52 6 Þonated servrceç ¿nd 7 Investment expensës I I Prror penod 2, 3 lse . facrlrtres of t 6 , 7 äd3u$tment$ : Other chäögê$ ln nêt åssêts or fund balances (explain In Schedul€ O) 10 Net assets or fçnd balances at end of year Combrne hnes 3 through I ,r (must equal Ëart X, trne 33, columli (g)) I I 0 4,9L8,739 10 Financial gtätements änd Report¡ng ChEck rf Schedule O contarns or note to a a Irne rn thrs Part Xll Yes 1 2a Accountrng method used to prepa!^e the Forrn 990 I Casn ül Accrual fl oth", If the orçäntzatron changed rts method of accountrng from a pnor yearÐr checked "Other, '' explatn rn Schedule O Were the organrzatron's frnanctal statements comptled or revlewed by an rndependent accountant? 2a Ho No If 'Yes,' check e box betow tô rndtcåte whether the ftnancral statemenls for the year were cömptled or revrewed on a sep*rate basrs, consolrdated basrs, or both I t¡ separate basrs il Çonso]rdated basrs separate basrs f] ÇonEofrdeted c If "Yes,'' to hne 2a or 2b, does the bäsrs n äco of the audrt, r6vtew, or comptlðtron if the orçantzatron b Soth consc-hdated and separate basrs Were the organrzatton's frn¿ncral ståtements eudrted by an rndependeilt êccountå¡:rt7 tf 'Yes,' check å box betow to rndtcate whether the ftnancral ståtements for the year were audrted on å separate basrs, congoltdåtèd båst$, or both M 3a I changed elther rts process or As a result of a federal ar.vard, was the Audrl Act and OMB Clrcular A - 113? If "Yes," drd the orgãnlzatron aud¡t or audtts, explarn why $chedule 2b Yes Zc Yes and separate barrs responsr brlrty for oversrght af an rndependent accountänt? durrng the tèx yeär, explãfn ln Schedule O requrred to undergo an åudtt or aud¡ts as set forth tn thê Stngle 3a åüdrt or audtts? If the organrzatron dld not undergo the requrred be any steps taken to undergo such a udrts r No 3b Ëorm 990 2017) i ,; t.:i .ri.{_i+ilil!i:ì, Additianal Data $oftr¡vare lÞ: Sûftr räre Verelonr EIfl¡ 57-0952531 Nårng: STATF FOLICY Form 990 Fcrrn Line TO STATE LEADËRs THE IS TO Forrn 99O, Fart Itrtr, LaÊß dh; LEADEflSHTp DEVELOPMTNT ¡NITIÁTIVE - SPN'S L D€VËLOpMENT lNlrlArrvE IDE¡¡T! LEADERS, ileLpINS 5T*ENGTI{EN THE NETWORK OF TO €DUCATË CITIZENS SPN ÛFËT 5 TO THINK TANKs, UKE ONE.ON-ONE ËVALUATION sFN AFFÍUATËS, ANÞ INSPIRING ANÐ TRAINIT'.¡G AND ADVISING, REIREÀIS, KNOW TÛGE AND SKILT5 TRA¡NING. LÊÂDÊRSHIP MENTORING, ÀNO PËËR NE]'WORKING :.,.,_ ..,:, Form 990, Part Line 4c: ANNUAL MEETING- ANNUAL REGULARLY AITRACTS MORE THAN 1 300 PARIICIPANTS REPRESENIING THINK TANKS FROM ALL FIFTY AS WELL AS NATIONAL RESEARCH AND FOUNDATIONS THE ANNUAL MEETING FEATURES SEVERAL DQZEN EDUCATIONAL SESSIONS IN TRACTS INCLUDING LEADERSHIP DEVELOPMENT OUTREACH, COMMUNICATION OPERAIWIONS AND ALONG WW4 HIGHLY ATTENDED ELENARY SESSIONS FUCUSED TOPICS LIKE CULTURE AND INNOVATION kw? 9? efile GRAFHIC pr¡nt - ÐO NOT pROCESS SCHËüUIË A As Filed Data * ÞLN: 93493290005009 OMB Public Gharity Status and Public Support (Form 9S0 or e9i Ðã) l)Èlriìr(lllent (ìt'thc 'l rersUn 1,545 2017 Complete if the organízatíon is a sectÍon 501(c)(S) organízation or a sectlon a9a7(a)( 1) nonexempt charitable trust. Þ Áttach to Forrn gg0 or Form ggo-EZ, Þ Information about Schedule A (Form 990 or 99Õ-EZ) and its ¡nrtruct¡onÊ ¡s åt Open to r hum on STAÏË POUCY Part I Reåson for Public Cha organrzatron ts not a pnvate I I Stätus use rt tron rs tnstructtons s (For lrnes 1 throuçh 12, check only one H A church, conventton of churches, or assocrötron of churches descnbed rn section n A school descnbed rn *ectÍon 170(b)(1)(A)(ii). I f XåX¡}. (Attach Schcdule Ë (Form 990 or 990 H A hosprtal or a cooperatrve hosprtal servrce organrzatron descr¡bed rn sectíon L 4 x 5 n 6 ! A medrcal Tesearçh organtzatton opêr¿ted rn con,¡unctron wtth a hosprtal descrrbed rn narne, çlty, and state An organrzatron operated for the benef¡t of a college or untvefstÈy owned or o ä (b)(1)(Ä)(iv). (Complete Fart tI ) A federal, state, or local gnvernment or governmental unrt desçrrbed rn *ection 170(b)(t) 7 M 3 I s 10 11 12 n n n n n An orgènr¿åtrô orgaltzed ånd ópêrêted exclustvely or from the general publrc descrrbed rn n wtth a land-grant college or untverstty or a of the college or unrversrty for pubhc såfêly 5€ê section öO9(a)(4). for benefil out the purposes of one or 5ûe( 509(aXg), Check the box 12s by rts supported organrzatron(s), typrcally by ErvrnE the supported of th e d¡rectors or trusteçs oË the supportrng organrzatron You must n Type ¡ Type tI. led ln connectron wt th rts supported or9ènrzatton(s), by hevtng control or persons that çontrol or mãnðgê the supported orgenrzatron(s) You A su managêrnent the must complete Pârt IVI III functionally A and C. Þperäted rn çoftnçcttÊn wlth. and fçnctronally lntegreted wrth. rts A conrplete Pãrt IV¡ Se¿tions Á, û, and supported Type TTI tl Ênter the hosprtal's support ftom contrrbutrons, rnembershrp fees, and gross recetpts and (Z) no more thån 33i/l% of rts support frorn grcss sectron 5It tax) from buElnesses acqurred by the orgentzatron ¿fter June 30, 1975 See secfion 509(aXl). (Comp{ete An, organrzatron operated rn , crty, from actrvrtres fnvestment rncorrTe and unrelated buslness ta b f ix) An agrtcultural research orçantzatron descrrbed tn 1 non-land grant college of ãgnculture See Inçtructrons 1)(A)(iii), ntêl unlt descnbed th sectíoh 170 An organrzatron that normally recerves a substantral part of rts sopport from n d )( s€ct¡on 17O(b)(1)(Â){vi). (Complete Par-t II ) A communrty trust descrrbed rn section 170(b)(1)(A)(vi) (Complete Part II ) d a )tA)(íiïJ, F. tn connectto¡ wrth rts supported orqanrzatron{s} functr onally rntegrated tnstructrons) You Ëheck thrs box that not rs requtrement and an attentrvençs; requrÍeiîent ( see IR$ that rt rs a Type I, Type II, Type recel Ìntegrated, or Enterthe number ofsupported III functronally s (ì) Name of su (r¡l {iii} Type of orgåntxåt!0n {descrtbed on ltnes Ërf! 0rqanr¿atron l- 10 (lv) Is the orgentertton hsted tn your governtng document? (v) Amount of monetåry suBpoft {see rnstructrens) abcv* (*ee [vi) Arnount of üthêr suppürt (seê rnstructrÕns ) ¡n$trucitroï$)) Yes Total For Peperwork Reduction Act Fo¡m 99ö or 99O-Ë2, $ee I Çat No 11¿85F No le A (Porm 990 or 201 schedule A (Form 990 or 99Q-E7j 2Ql7 2 Page Support Schedule for Organizät¡ons Þescriþed in Section$ 17Otþ)(1)(A)(iv), l"7O(b)(tl(Alivi), an (b)(r)(aX¡x) 170 (Complete only rf you checked the box on ltne 5,7, B, o¡ I of Part I or rf the organrzatron färled to qualrfy under Part " IIl. If the orqanrzatron farls to quõirfy under the tesls lrsted below, Ðlease complete Part lTI.) rt Calendar year (or fiscal year begìnning in) Þ I (b) Grfts¡ grants¡ contrrbutronÊ, and rnembershrp fçes reqetved (Þo not rnclude any "ulusual gralt '') Tax reverues levred for the organtzatron's benefrt and erther patd to or expended on rts behalf ? 3 The vaiue of servrces or facrltttes furnrEhed by a governmentål untt to the organrzatron wrthout charge Total, Add llnes I through 3 The por"lron of total contrrbuttons by each person (other than a governmental unrt or publrcly supported orçanrzatron) rncf uded on lrne 1 that exceeds Zslo of the amount shor,vn on lrne 11, column (f) 4 5 6 Þublic support. Subtr¿ct llne 2014 7,449,Ð27 7,906,149 7,445,02? 7,906. 149 (c) ?01s 9,3úL,521 {d) (f) ¿016 47,482,458 9,9 79,962 L2,849,793 9,979,962 47 ) 7,24i,4A7 5 10,238,97 Irne 4 Calendat year 7 B 9 10 11 12 13 {or fiscal year þeglnning in] Þ (a) 2013 Amounts frorn ttne 4 Gross rflcome from rnterest, drvtdends, payments recerved on securrtres loans, rent$, royalttes and rncome trom srmrlar sources Net Income from unrelated buçtness acttvrtres, whether or not the busrness rs regularly carrted on Other r¡come Dç not tnclude galn or loss from the sale ôf cåpìtål assets (Explarn rn Pari Vl ) Total support. Add ltnes 7 throuçh (c)2CI15 7,445,t27 7,906,t49 .c,301,527 r 47 ,27 3 57,057 42,15 9,979,962 1 06,18 47 12,849,7 93 \4?,46r 94,7e9 1 I (f)Total (e)2017 (d)2016 ) 7'? l0 Gros$ recetpts from refated ectrvttres, etc see Ëirst five years. If lhe Ëorm 990 rs for the orgÐñrzãtton's ttrst, second, thrrd, fourth, or frfth tax ye¿r às here check thrs box and utät¡on of Public $upport $ection C. umn I rne 6, support percentage 14 15 Publrc support percentage for 1016 Schedule A, Part tl, llnc 14 l6å !3 l/3o/o support test-2017. lf the orqantzatlon d¡d not check the box on ltne 13, and lrne 14 rs 33 a L2 sectron 501(c)(3) organrzatron, 63 22t alo 52 4BA o/o T4 t5 l/l% 708 . . . >n or ñ]ore¡ and stop here. The orgånTzàtton qualrfres ês å pubhcly supported orgånLzåtton supporttest-2et6, If the organtzat¡on drd not check a bcx cn l¡ne 13 or 164, and [tne 15 rs 33 !l!b/o ol more, checl'l box ¿nd stop here",The orEantzattcn quehfres ås å pubLcly supported organtzatton 17a loo/o-f¿cts-and-circunr+tances test-2O17. tf the organtzatton drd not check a box on lrne 13, 16a, or 16b. and hne 14 rs 10ç/o or rnore, and rf the organ:zatron meets the ''facts-and-crrcrmstançss" test, check thrs box and stoB here, Explarn tn Part VI how the organraatøn meets the "facts-and-crrcumstances" test The organt¿atton quallfres as a publrcly supported >M b 33 1/Jo/o b Total >n ÞÜ ne >H 18 ÞÜ Schedule A fForm 99o or 99 Scheduie A (Form 990 or 990-Ez) 2017 f:EETITI Page 3 Support Schedule for Organizat¡ons Described in Section 5O9(a)(2 ) (Complete only rf you checked the box oñ lrne 10 of Part I or rf the organrzatron farled to qualrfy under Part IL If the orqanrzatlon farls to qualrfy under the tests lrsted below, please complete Part II.i Section A, ç Calendar year (or fiscal year beginníng in) Þ I 2 3 4 5 6 7a b I c Section B. Totäl 10a b 2013 (h) 2014 (c) 201s (d) 2016 (e) 20 17 (f) Tolal (c) (d) 2016 (e) 2017 (f) Total Grfts, grânts¡ contrtbuttons, and membershrp fees recerved (Do not rnctude any "unusual grants ") Gross ie(erpts from admrssrons, merch¿ndrse sold or services performed, or fac¡lrtres Jurnrshed rn any actrvrty that ts related to the organrzatioñ'9 tax-exempt purpose Gross recerpts from actrvrtres that are not an unrelated trade or bus¡nesg under sect¡on 513 Tax revenues lev¡ed for the organrzatron's beneftt and erther pard to or expended on rts behalf The r,alue of servrces or facrlrbres furnrshed by a governmental untt to the organrzatton wrthout chärge Tot* . Add lrnes I through 5 Amounts rncluded on llnes l. 2, and 3 recçrved from dtsqualtfted persons Amounts rncluded on lrne$ 2 end 3 recerved from other than drsqualrfred persons that exceed the greater of 95,000 or lVo of lhe amount on l¡ne 13 for the year Add trnes 7a and 7b Fublic silpport. (Subtract lrne I (a) 7e * year (or fiscal year beginning ìn) Þ Amôunts from lrne 6 {r} 2013 (bl'2014 2015 Gross income from rnterest, drvrdends, pêyments recerved on securrtres Ìoans, rents, royalttes *nd rncome from slmrlar sourceg Unrelated busrnoss taxable rncome (less sectron 511 taxes) from bus¡nesses acqurred after June 30, 1975 c 11 L2 13 ld Add Lrneç 10a and lOb Net rncome from unrelated br.¡srnees actrvrtles not rncìuded rn lrne 10b, whether or not the busrness rs regularly carrred on Other lncome Do not rncìude garn loss from the sale of caprtal assets (Explarn tn Part VI ) ïotal support. (Add lrnes 9, l0c, 11, and 12 ) First five ycqrs, If the Forrn 990 here rs organlzatton's frrst, second, th¡rd. fourth, or tax year as a sectron 501(ci(3) organrzatron, >ll check th¡s box and nof 15 16 Pubhc Section D. 17 fI Ferce e ntaqe For 201 ¡ne 8. cof umñ {f) dtv pêrcêntâgê from ?'0f6 Schedule A, Parb lll, ll¡e umn 1.5 )) 15 16 ïncome Jnvestment tncome percenlaqe for 2ûL7 hne lÐc, coJumn lnveqtrnent rncome perceniåqe from 2ü1ö Schedule A, P¿rt rn it L7 hne 17 18 Lg¿ 33t/3o/o süpport tests-2017. If the orgenrzatron drd not check the box on lrne 14, and lrne 15 ¡s rnore than 33 L,'l%, 17 rs not more than 33 U3o/o, check thrs box and stop here. The organrzatron quälrfres as * pub rcly supported organrzatron >n b 73 l/3Vþ Ëupport tests*2o16. If the organtzatro¡ drd not check å þox an hne 14 or i ne 19a, and ne l6 rs r¡o¡.e than lj Ilgóli end llne 19 not more than 33 1/lôlâ, chÊck thrs box and stop here. The organrzatron quahfres as a pubìrcfy supported organrzat,on Þ! 20 llI, rs Private foundation. If the orEånrzätton drd not check a box on ltne 14, 19a, or 19b, check th{$ box ðnd see rnstructrons } n $chedute A lForm 990 or 990-EZ) 2017 Schedule A (Forrn 990 or 990-EZ) 2017 Part IV Page Supporting Org (Cornplete only rf you ctrecked a box on hne 12 of Part I It you checked l2¿ of Part l, complete $ectrons A and B If you checked 12b of Part I, complete Sectrons A ånd C If you checked l2c of Part I, complete Sectrons A, Þ, and E If you checked 12d of Part I, complete Sectrons A ånd D. and comolete Part V Ì s rti n on5 Yes 1 Are all oF 1 Dld bhe organrzatron have any supported organrzatron that does not håve an IRS dete¡mrnat¡on of status under seetlon 509 (a)(f) or (2j1 If "Yes," explatn rn PartVI how the organrzatron determmed fhaf ffte supported orgärltzauon wÐs descrþed n sêcY'n 509(a)(1) þr (2) 3a 2 Ðrd the organrzatron have a supported orgànrzatron descnbed rn sectron 501{c)(a}, (5), or (6)z If "Yès," answer (b) and (c) below b 3a that each $upport€d org¿nrzåtlon quålrfred under seçtroh 501(cX4). (5), or (6) änd sàtrsfted ihe puþl¡csupport tests undersectron 509(a)(z¡z If "Yes," deçctbe m FartVI when and howfheorgantzatron medethe Drd the organrzatron confrrm detetmtnatton c 4a b c No the organrzatron's supported organtzatlons lrsted by name rfi the orçantzatron's governtng doçumentsT If "Na,'descnbetnPartVlhawthest¡pparfedorgañ¡zatþnsårËdeslgnåf€d Ifdesrynatedbyclasserpurpose/ descnbe the deøgnatton If htstone and conhnurng relattanshtp, explatn 2 4 3b thät äll $upport to such organrzatrons was usêd excfustvely for sectron 17t(cX2){B) purposesT If "Yes,' explatn tn Þart VI what controls the organrzaÙon put ñ place ta ensure such use Drd the organrzatron ensure Was any supported organrzatron not organtzed rn the Unrted gtates (''forergn supported organrzatron")r checked 72a or 72b n Part I, ànswer (b) and (c) below lf 3c "Yes" and tf you 4a Dtd thê orgènrzatron have u1t¡mate córìtrol and drsc¡etlon rrì dec¡drng whether to r¡ake Part VI how thø organrzatton had each contral and d¡scretrcn dêlptte betng controlÍed or orqanlealron? If "Yes," descnbe suoerwsed bv or tn connectrcn wth tts supported oreantzatrcní Ðril the orgairrzatron support any forergn åupported ór'ganrzatron that does not have an IRS deternrnatton under Eecttons 501(c)(3) and 509{a)(1) or (2}1 If "Yes," explatn tn Part VI what controls the organtzatton used to ensure that all suppa¡+ to the foretgn supported organzatþn was used exclustvely for sectnn 170(c)(2XB) pur7oses qrånÉs to the foretgn supported n 4b 4c 5a Sð b 5b 5c c 6 6 7 7 I I 9a 9a b 9b Ë 9ô lOa f0a b Drd the organrzatron have any excess busrness holdings ¿hê örgânÈët¡on hacl excess busliness holdtngs) rr-ì thetax yeart (tlse Schedule C, Form 472t, to determtne vvh 10b Sched e or 99O-EZI 2AL7 Schedule A (Farm 990 or 990-EZ) 2017 Part 11 a b c XV Page niuations (contrnued Supporti Yes No Yes Ë{o Yes Na Yes Itlo H¿s the organrzatron åccepted a grft or contnbutron from any of the followrnË persôns? A person who drrectly or rndrrectly controls. erther ¿lone or togêth€r wrth persons detcnbed rn (b) and (c) below, the governrng body of a suppoÉed orgånÌzatron? 11ã A famrly member of a person descrrbed rn (å) åbove? 11b A 35% controlled entrty of å pereon descnbed rn (a) or (b) abover Jf "Yes" to ¿, þ, or c, provñe deta¡l tn Part VI 11c I oñB rt¡ o ¡zät¡üns the power to regularly êppotnt or têx yeêr) If "No," deserrbè n Part VI hotnt the supported organtzatton(s) effecttvely operated, supervtsed, or controlled the organtzatton's act¡wt¡es'Íf the trgantzãtton had more than one supported orgân¡zahon, descr¡be how the powers ta âppomt and/or remove dr¡ecfors or trusfee-c were allacated among the supported organzattons and what condtt¡ons or restnctøns, f an¡,, ap.pÍted to such Drd the drrectors, tfustees, or membergh¡p of one or môrê supported organrzatrons have elect a[ leasÌ a ma;orrty of the organrzatron's drrectors or trustees at all trmes durrnç the 1 powers dur¡ng thë tâx yeât 1 the organrzatron operàte for the benefrt of any supported organrzatron other than the supported organrzatron(s) tlrat operated, supervtsed, or ccntrolled the supporttng organrzatronr If "Yes," explan ft't Pãtt VI hovt provtdtng such benefit carnad aut the purposes of the supported arganzaÈrcn(s) that aperated, superwsed or controlled the supporhng 2 Drd organeatton Section I C- II 2 izätions Were a ma,¡onty ol the orgànrzatron's drrectors or trustees durtng the tãx yeär alio a ma¡ortty of the d¡rectors or trustees oF each of the organrzatton's supported organrzatton(sj) Îf "No," descnbe n Part VI how contral ar management of the supporttng organzdtton was vested rn the same persons tåat cantrolled or managed the supported organzatton(s,) 7 in I frfth mont h of the orgèntzètton's tax yeãr, (t) a wntten notrce descrrbrng the type ånd Ëmount of support provlded dunng the prror ta x year, (rr) a copy of Form 990 that was most recently frled as of the date of notrfrcatron, and (rtr) copres of the organrzatr on's gover*rng documents rn effect on the d¿te of notrfrcatton, to,the extent not prevrously provrded? 2 Vy'ere any 3 By reason of the relatronshtp descrrbed rn orqanrzatron's Ìnvegtment polrcres and rn dl year> Îf "Yes," descrrbe m þart VI the role Þrd the orçänrzätron provrde to each of rts suppôrted ürgån¡E¿trons, by the läst dêy of Èhe 1 of the orgåntzatton's offrcers, drrectors, or trustees erther (ri appornted or elected by the supported orgåntzêtton (s) er (tr) servììlg on the governrng body of a suppcrted orçtan¡zatlÞn? If "No," explan tn Part VI how the organtzahon matntatned a close and conhnuous warktng relattonshs,p wtth the supported argantzatþn(s) 2 $ection 1 E. XII 2 The orçäntzätton rs the pä.ent sf used to satrsfy the lntegral Part Test durrng the year (see instructions) Complete line 2 below supported orgânl2åtlons cornplete line 3 below Ïhe organrzgtron supported a governrfientål entrty Descrrbe rn PäÌt VI how you suppolted ä qovernrrent enttty (see tnstructrons) Drd su supported Test Ânswer {a) and (b} bclow. Ycs âll of the ôrganrzðtron'e acttvltres durtng the tåx yeêr drrectly further the exenrpt purposes of the ) to whrch the orqånr¿ätton was respensrve? If "Yës," Êåen rn Paft VI idenllfy tftose supported ñorry fhese åefryr¿iÊs drrectly furthered thetr exempt purposes, ho w the orgãnzailon was organízatrcns, and how the organrza tton determtned fhaf the-se a ct t v ¡ t¡es consf¡tuled respon*ve ta subrtanttally all of ttç b Drd the actlvltles descrrbed rn (a) crrnstrtute äcttvrtres that, but foI the organr¿atron's rnvolvement, one or mûre of thê organtzatton's supported organtzatron(s) would have been engaged n> Îf "Yes," explan tn Part VI the reasons for the organtzatton's Posttlon tl¡af rts supparted argên¡zat¡an(s) would have engaged ¿n tåese actwtttes tsut for the organrzatrcn's ¡nvolvement Parent of Supported Organrzatrons Answer 3 3 o the method that the The organrzatron satrsfred the Actrvrtres Actrvrtres a the organrzatron's supported organrzatrons have a srgnrfrcant vorce ln the the use of the organrzåtronk rncomè or assets at all trmes dunng the tax supported organrzatøns played tn ths ragard FUñ Check the box next to â n b n c n d¡d 2a 2b {a) and (b) below. a Dld the organtzatton have the power lo reçularly appornt or elect a r¡àJonty of the offrcers, drrectors, or trusteeç of each of the suoported orqantzãttons? Provrde detalls ¡n Part VL i' Dtd the organtzatton exercrse a sul¡-st¡ntral deqree of dtrectron over the polrcres, proçråms anc activltles of each of lts supported organtzattons? If "Yes," descr¡be n PartVl. the role played by the arganzatnn tn thts regard 3a 3b Form 990 or 990-EZl No 5 Schedule A (Form 990 or 990-EZ) 2017 fÏãlilÍI 1 Type III Page Non-Functionally Integrated 509(al(3) Supporting Organizations ntzatron satrsfred bhe Integral Part Test as a quelrfyrnE trust on Nov 20, 1970 explarn rn Part V A throu s Check here rf the (:ptronal) I 2 3 4 Ë 6 Deprelatron and depletron I Portron of operatlng expenses pard or rncurred for productron or collectron of gross rncome or for manaqement, conservatrôn, ôr ftarntenänce of propetty held for productron of rncome (see rnstructrons) 6 7 I other expenses (see rnstructtons) Adjusted Net Income (subtract ftnes 7 Net short-term câprtål gårn 1 Reçovenes of pnor-year drstnbutrons 2 Other gross rncame {see rnstructrons) Add lrnes I through 3 3 4 5 I 6 and 7 from lrne 4) Section B - Minirnum Asset Amount c {B) Current Year (oplronat) Aggregate falr market value of all non-exempt-use assets (see tax year or assets hetd for rt of a Average b Average r 1 monthly vålue of securttres 1b monlhly cash balances Fårr ü'¡årket välue of other non-exempt-us€ åssêts 1c fd d Total {add lrnes lE, lb, and lc) e Þiscount clarmed for blockage or Õther factors (ex 5ee (B) Cunent Year Section A * Adjusted Net Income 1 6 rn detarl rn Part t/I) 2 Acqursrtron rndebtedness applrcable to non-exempl use assets 2 3 4 Subtract ltne 2 from ne 1d 3 Cash deemed held for exempt use Enter L*1"12Ò/o of ne 3 (for Ereater a tnstructtong 5 6 Net vetue of non-exempl-use Bssets (subtract lrne 4 from lrne 7 I Recovenes of Frior-year dtstnbutrons Mifl¡rfiurn Asset Amount {add l:ne 7 Mutt¡ply hna 5 by 4 5 6 035 7 I ne 6) Section C - Þ¡str¡butable Amou usted net rncome for 1 ne B Column L 2 3 4 Enter 850/o of l¡ne Ënter greater of hne 2 or lrne 4 S Incomê tåx rmposed rn prior yeår 5 6 Þistr¡hutåblê Amor¡nt. Subtråct hne 2 1 Mrnrrnum àsset àmount for prtor year (from lern porêry n B, Ine B. Column A) 4, unless subject t0 emergency 3 6 see Check here rf the current y€èr l$ the orEênrzetton's frrst ae a no*"functronå!ly-rntegrated Type rnstructrOns ) III support¡ng organ zatton (see Schedule A lForm 99O or 990-EZ) 2017 Schedule A (Form 990 or 990-EZ) 2017 Pege 7 III Non-Functionalty Integrated 5O9(a) (3 ) $upporting Organizations Çoilt;nu Section Þ Þistríbutions e f 2 to Éed Current Year to êccom l¡sh exe n Amount$ pald to perform actrvrty that drrectfy furtherç exempt purposes of supported organrzatlons. of rncome from rn excess 3 4 to accomplrsh Admrnrstratrve Amounts 5 rd to utre exem oli cu e ässets r IRS tfted set-¿slde àmounts 6 Other drstnbutrons desçrrbe rn Þart $ee rnstructrons 7 ïotal annual distríbutions. Add tlnes 1 6 I Þrstrtbutton.s to åttentrve supported organrzattons to whtch the orçanrzatron detarls tn Part 9 Drstrtbutable amount for 2QL7 from Sectton 10 ilne I amûuît drvrded Lrne I lrne 6 amount Section F - Distribution Allocations (see ¡nåtruct¡ons) I ts respônstvê See rnstructions tiil derdistributions Pre-2017 (iii) Distributa l¡le Amount for 2017 Þtstrtbutable amount for ZAL7 from Sectlon C. l¡ne a 2 Undçrdrstrrbutrons, rf any, Éor years pnor to 20t7 {reasonable cause requrred-- explarn rn Part VI) See lnstructtons 3 Ëxcess drstrrbutrons ca to 2017 tf å b c d Fro¡r 2013, From 2014. Frorn 2015. From 2016" e f Total e of nes 3a to underdlstnbutrons of h to 2017 drstrrbutable åmount i Carryover from 2012 not apphed (see tnstructrons Reme¡nder Subbract lrnes 4 Þtstrtbuttons for 2017 from 3h, and 3r Trom 3f to underdrstrbu[rons ê b Applred to 2017 drstrrbutable c Remarnder Subtråcl 5 Rematnlng underd from 4 2tI7, tf any Subtracl [rner ]g If the amount rs greaher than zero, prror to m lrne 2 explåtn tn Pärt VI See rnçtructrons 6 7 Remal ntng underdr ltnes 3h and 4b from l¡ne than rn rn Patt VI 2017 Subtract rs q reater Ëxcess distríbutio¡re cêFryôvêr to 2018. Add L¡es 3¡ and 4c I Ercakdown of lrne 7 a Ëxcess from 2013. b c d e Exce$s from 20i4. Ëxcess from 2015. Excess Excess from 20i6, from 2017, edule A Form 99O or ,Ez) (20 Schedçle A (Form Þ90 I 2al7 Fært Vtr rçqu Part IV, SEctron Þ, ltnès 5, 6 end E, and Fart V, 11*, llb, and lXc, Lc,2a, 2b, ?, S. and 6 Also ne 9r B, lines f and 2, hne 1, Part $ectton part for Rctürh R€Fêr€ncþ A, PART TT, LIÞ¡Ë 10, çXPLANATICIN OF OTI"IËR INCOME oïHËR-2013AMOUNT #2,766 2OT4AMOUNï $ å0 ¿0f5 AMOUNT $ O $ û 2017 efile GRAPHIC print - DO NOT PROCE$S S6HËÞULË (Fè 120-POL, lrnë 17b for thrs yeaÊ the nãmes, addresses to whrch the frlrng fu nds Also enter the amount such aç a separate segregated were {pAç} ''nüilM$,,- {b}Address Neme ,1,, (c) -.,-Èåì¡ii\ì*üì ,li¡iilÀ EIN Arnount patd from åltng crganrzatron's funds If none. entei {d} -0- r,i,ìl organreahon If none, ènter -ü* .lirìlia ¡ìlä: 1 2 l + 5 6 Nötrce, sge för f0rË1 or Cat No 500845 Schedule C (Form 99t orSÞÈÊ2) 2017 Schedule C (Form 990 or 990-EZ) 2017 Page 2 Camplete if the organization is exempt undersection 5O1(c)(3) and filed Form 5768 (election under 50 A Check Þ il Þ B il lf the frlrng organrzatron belongs to an affrllated group (an'd lrst rn Part IV each affrhaied çroup member's name, address, EIN, expênses, and shore of excess lobbytng êxpêndrtures) rfthefr tzatron checked box A and "lrrnlted control'' rovrston9 e l¡ated L¡rn¡ts orT Lobby¡ng Expênditures group totals (The term "expenditures" means amounts paid or incurred,) la b c d e f Tot*l lobbyrng expendrtures to rnfluence pubùc oprnron (grass roots lobbyrnq) TÐtal lobbyrnq expendrtures to rrrlluence å legrslàtrve body (drrect lobbyrnq) Total lobbyrng expendttures (add hnes 1a and 1b) Other exempt purpose expendttures Total exempt purpose expendrtures (add llnes 1c and ld) Lobbyrng norrtaxable ämount Enter the amounh from the followrng table rn boih columns lf the ämou.Ît on líne 1ê, côl$mn (â) or (b) ¡sr Ihe lobbying nor¡taxable åmoutlt isr 53,4 5 3 78,7 5 3 778,574 of the amount on hne 1€ Not cv€r $500,000 200¡'o )ver $500,000 bul nüt 0vÈr 51,000,000 Ë100,000 plus 150/q of )ver SI,00{i,000 but not over S1,500,000 i175,000 plus 100/o ofthe excess over $1,000,000 )ver S1,500,000 but not ovêr's17,000.000 5225,000 plu: 50ô ot tlìe f,ver si7,00Q,000 t bhe excess over $500,000 êÀ..cèss over $1,500,000 1.000,000 s Grassroots nontaxable amount (enter 25olo of lrne lf) h Subtract lrne 1g lrom Ine la If ¿ero or less, enter -0Subtråct lrne lffrom lrne 1c Ifzêro ór less, enter -0* ¡ t If there rs an amount other than zero on erther lrne th or lrne 194,644 c c I sectron 4911 tax for thts yeer? (Some organazatÌons columns below. See the sêpå Calendar year (or nontaxable amount 2a b Lobbyrng cetltnq amount c Total d GråssrÖÒtsnontaxable Ð 4-Year yeâr (b) 51s,51 / n Grassroots 2015 564,3t2 (c) (d) 2016 2017 778,574 649,736 (e) Total 2,508, 1 l9 3,762,209 5.1,051 ex e no Periqd 128,87S 1 41.078 r6?,d l,'1 74,753 132,804 t94,844 62?,035 cerlrnc amount f fl Under section 50f(h) election do not have to complete all of the five ns for lines 2a through 2f.) 4*Yeär Averaging a sect¡on lhat made Ex v** 940,5 5-l 25,300 2,188 Schedule C ).] Form 990 or 99o-Ez) 2017 Schedule C (Form 990 or 990"82) 2017 3 Part II-B For Complete if the organization is under sectiqn 5Ol(c)(3) and has NOT f¡led Form 5768 elect¡oil under sect¡on 5 h prowde "Yes" rësponsê eàch on ltnes la thraugh 1t below, m Pärt lV à detetted descnptrcn of the loþbqng ècttvtty Yes unnq the year, 1 rncludrng any attenrtpt nqtróna , state or organrzatron to lnfluence publrc optnron on a legrslatrve matter or referendum, thróugh the a Volu nteers? b Pard staÊf c Medra advertrsements? d Marlrngs ê Publrcatrons, or publlshed or broðdcåst statôment$l f I Grants to other organtzatrons for lobbyrng purpÕses? Drrect contact rvrth legrsìators, therr staffs, government offrcrals, or a legrslatrve bodyT Rallres, dernonstrãttong¡ seminars/ conventrons, speeches, lectures, or any stmtlar means? Other actrvrtres) h ¡ Amor¡nt No l¡so of or mänägement (rnclude compênsåtron rn expenses reported on ùnes 1c through 1r)? to members, legrsJators, or the pubhc? j Total Add ìrnes lc through 1t 2a Dtd ihe actrvrtres rn hne :, cause lhe organrzatron to be not descrrL¡ed rñ sectìon 5Ol,(c)(3): b If "Yes," enter the arnounb of any tax rncurred under sectron 4912 c lf 'Yes," enter the amount of any tax rncurred by organtzatron mànagers unde¡ sectlon 4912 d If the ftltng organrzatron rncurred a sectrofl 4912 tåx, drd rt flie Fornr 4720 for thrs yearr Part Itrl-A ComplÊtc ¡f the organization is exempt under seetioil 50I(c)( sect¡on 501(r)(5), or sect¡on t{o Yes 3 Were substantrally all (90% or more) dues recelved nondeductrble by members? Drd the organrzatron make only rn-house ìobbyrng of $2,000 or less? polrtrcâl expendrtures Drd the organrzatron ägree to cårry over lobbyrng the prtor yearr Part III-E 1 2 Complete if the organization is and if either (a) BOTH Part "Yes." t I b expenses for which the 5ectlöfi 52,7 (fl tåx wäs Current year Carryover from last year c Total a 4 5 (do not include amounts of politîcal 2a 2b ?c Agqregàte åfiouRt reported a 2 3 empt under 5O1(c)(4), section s0f(c)(5), or sect¡on SOl{c)(6) lines I and 2, äre answered "11o" OR {b) Fart IIX-A, line 3, is Dues, ¡ssessrnents stmtlgr amounts Sectrôfl 162(e) nondeductr ble lobbyrng 2 I sectrofl 6033(eXlXFr) nstrces of nondeductrble sectron 162(e) dues lf notrces \'\¡ere sent and the amouni on lr¡e 2c exÇeeds the amount on lrne J, what portron of lhe excess does the orqåntzàtron ågree to cårryover to lhe reåsonåble ê3t¡rnåte óf nondêducttble lobilytng and polrtrcal experrdrture next year) Taxable ämount of (see rnstructrons) and pohtrcel exp rrT ä 4 5 Part lV Prcvrde the descn Refu r¡ rred for Part f-4, lrne I, Part l-8, lrne 4, Part l-C, ll¡e 5, Part Il-A (affrlrated group ltst), Part II-4, lrnes 1 and ? (see IA thrs for Exp lanatron Schedule C (Form 990 or 990 2ôL"T - DO NOT e $CHËDULE D, Filed Datð * OMB Supplemental Financial $tatements (Form 990) No 1545.0047 2t17 > Cömplete if ìhe organirätióñ êñsw€rêd "Yes," on Form 990, Part IV, llâe ø,7, 8, 9, 10, 11a, 11b, 11c, lld, lle, flf, 12a, or 12b. Þ Attach to Form 990" I)e¡rrtnr*nl of tìrc. I rtrrun Information abaut Schedule D (Form 990) and its instrlretions Ès at lrlernol llere¡uç' Ssrr :ce Open to Public Inspectian on number STATË POLICY N 52531 Organizations Maintaining Donor Advised Funds or Other Similar Fun Com rf the o änrzëìtron ånswêred "Yes" on Form (a) 1 Totêl numbêr åt ènd of year 2 Agçregête vêluê of contributron$ to (durrng y*ar) 3 Aggregate value of grants from (durrng year) 4 Aggregate vålue åt end of year Pärt Irne 6 Donor adv¡sed funds 5 Þld the orgênrzätron rnform åll donors and donor èdvrsors rn wr{trng that the èssets held tn organrzåtron's property, subJect to the orgänrlèfion's exclusrve legâl control? 6 Þrd the orqanrzâtron Inform åll qråntees, donor$, and donor advrsors ¡n charrtable purposês ând not for the benefrt of the donor or donor advrsor, pnvate benefrt? II Pärt L Accounts. and other accounts åre the funds can be other purpose "on fl rmpermrssrble 9 v"" Hï no only for Part IV nv.rInt ne 7. Purpose(s) of conservatron êäsêmênts held by the ôrgênrzätron (check alt that H Ü Ü Pre$ervatron of an h¡+toncally tmportant lånd èrea Preçervptron of lånd for publrc use (e g r recreùtren ôr of a certlfred hrstor+c structure Protectron of natural h¿brtat Preservatron of open space forrn of 2 End of the Year at 2a b 2b c 2c d 2d þy the organrzättoft durrng the 3 r¡ Number of states where property sub¡ect to 5 Does the organrzqtron have and enforcement of the coo 6 Staff and volunieer hours easem€¡t ts located l> penodrc monrkonng, :nspectton, handhng of vrolattons, åw üv". nno , handlrng of vrolÈtrons, and enforcrng con$êrvetton e¿sements durrng the year Þ handling of vrolattons, and enforctng conseryãtton €asements durlng the year Amount of expenses rncurred rn 7 on lrne 2(d) above sattrfy the requrrernenls of sectton 170(hX4XBXr) a I thè Pãrt TTÏ üv"" Üruo con$ervatron eåsêmêRts rn rts revenue and expense stêtërnentr ånd the footnote to the organrzat¡on's frnanclal Etâtèmefits that descrrbes descrrbe how the and rnclude, rF åccountr Assets, s of rÄrt, Mai '^Yes" on If the orgânruåtron eleeted, under SrAS 1f6 (AsC 95Ê), not to report rn tts rêvenoe statement and balance sheet works of art, hrstoneal treasures, or $tmrlår äËsetg held for publrc exhtbttrcn, educätron, or research ln furtherance of publrc servtcê/ provrde, rn Pârt XIIT, the text of the foôtñote to ttç ftnancral statemênts that descrlbes bhese ttems IÉ the organtaatton elêËted, as permrtted undcr SFAS 11"6 (ASC 958), to r€port tn tts revenue stätement and balance sheel works of art, htstoltcäl trêägures, or other srmllar assets held for publrc exhrbrtron, educätton, or research tn flrtherance of publlc servrce¿ provtde the followrng amounts relatrng to these ¡temE o 1a b (i) Revênue rncluded on Form 990, Pårt VIïl, Ine >$ l"S 1 (ii)Asset$ rncluded rn Form 9s0, PaÉ X Z a b lf the organtzatton recerved or held works of art, hrstorrcai treasures, or other stmllar assets for financlal galn. provlde the follorvrng åmounts requrred to be reported undêr SFAS 116 (ASC 95t) relåbng to these rtenrs Revenue rncluded on Fornr 990, Part VIII, [nc f > Þ$ Assets tncluded In Form 990, P¿rt X For Päperwork Reduction Âct Notice, see $ for Fornr 99O. C¿t No D (Form 99Oì 201,7 Schedule D (Form 990) 3 Ustng 2017 the organtzatton's acqutstttonl accessron, and other records, check any of the followrng that are a srgnrfrcant use ol rts collectron riems (check alì that apply) ä fJ n n c n 4 Pubhc d exhrbrtron Scholarty e rese¿rch n fl Loãn ôr exchange progrâms other Preservatron for future generatrons Provlde a descrtpttcn of the organrzatton's collecttons and explarn how they further the organrzatron's exempt purpose rrì PATI 5 page 2 ,, XIII Þunng the year, drd the orgåntzåtton soltcrt or recêtve donatlons of art, hrstoncal treasures or other slmLlar assets to be sold to ra¡se funds rather than lo be matntarned as part of the organrzatlon's collecfion: E ye" ¡¡ Ho Escrow and Custodíal Arrangements. Complete rf the organrzatron answered "Yes" on Form 990, Part IV, lrne g, or reported an amount on Form gg0, part Ia Is the organtzatron an ag6nt, trustee, custodran or other rntermedrary for conlrrbqtrons or assets not rncluded on Ëorm 990, Part Xr ü Y"" b lf "Ye$," êxplarn the ärrängement tn Pèrt XUI änd coffiplête the followrng iable Âmount c Begrnnrng balance 1c d Addltlons durrrrg the year 1d e Ðtstnbutlons durrng th€ year 1e f Endrng bal¡nce tt 2a Ðtd the orçantzatton tncluda an amount on Form 990, Part X, lrne 21, for escrow or custodlal ãccount lrabrlrtyr ! y., b If "Y*r," explarn the arrangement rn Part XIIt Check here lf the explanatron ha provrded rn Part XIII Part V Endowment Funds, Com ete rt the { la [ ¡ro n No T answsred "Y€S" on Form 990, Part IV , lrne 1û a)Current veer (clÏwc (blPrror y€ðr vears back (d)Three years back h¿ck Begtnnrng of year balance b Contn butlÐns c Net rnvestment e¿rnrngs, gatns, and losses d Grants or scholarshrps t 0ther expendrtures for facrlltres and programs f Admtn¡stratrve expensês s Fnd of year balance I Provrde the estrmated per(entage ofthe current yêår end balance (lrne 1g, column (a)) h*ld as a Ëoard desrgnated or quasl-endowment Þ b Permanent endownrent È c Temporanly restncted endûr¡ç.ment Þ The percentåges on lìnes 2a,2b, åftd ¿c shÕuld equal 100Vo Are lhere endowment'.funds not rn tha possess¡on of thê orçãnreêttôn thät are held and adm¡nlstered for the 3a organrzatron by {i} unre{ated arçanlzatrons (ii) b 4 related örgåntuåttons Yes 3â(i) . 3a{ii) ¡ If "Yes" on 3a(rr), are the related orgànrzatrons lrsted as requrred on Schedule R: Þescrrbe rn Pa¡t Pårt VI Land. Conr rf Descflptron of property Fquipment. on ans (a) CoEt or ( 1a Lend b Butldrnçs e Leasehold tftìprovements d Ëqurpment e ôther Total. Add lrnes 1a ihrough le 3b uses of the orgånrzätton's endov¡rnent funds r niher nvestr¡Ênt basrs rm 990 Part (b) Cosl or other basrs (other) depr ecråtron Irne 1 (d) Book value ) 747,593 17¿,439 1$0,056 1 1 (d) must rt Form (c) Accurn ul¿terl Forfi 990, Part X, column 1,975 5S,3 7 t4 6,357 t ) s,154 7,r),742 5,618 -r 111,514 $chedule Þ (Form 99û) 201? SthÞdulË D (Fôffi s90) 2017 Page 3 EEruEI hv€stmÊnte*Othet Sêtürltles. CÒmpl€te tt the orgãnllâtton answered "YÊs" on Form 990¡ Pårt IV. lrn€ 11b. DeçcnÞìron or cåtêçcry ( rncludrng {ame of sequßty) (b) (c) a'lethod of vàluålaû Cost cr eÈd-of-yeêr mårkel vålue Bool vâlu€ (l) Frnàncrei dér¡vðtlv€s (2) ClÕF€ly-held equrty rnterætÉ (3)other (A) (G) fot*1, ¡iljè t2 ) Iñvestñents-Prog ram Aftswered 'Yes' oa ËoÍm 990¡ Part IV, fune 1lc, see Conrplete rf lhê (a) ÞescípÈron Xr lrne 13. tnveStment (3) (Ë) (7' (r) (e) Iot.l, fû) û)ùef ê¡¡us/ lqûr 99q tðtt X, el (Aj løe I 3 ) PãTt TX Book vêÌùè (2¡ (4) ñu;t Othêr öt LEASÊ ÔËTËRRËÞ RÉNT LEASI: Eock v¿luÊ 6,2 24 55,405 65.265 (4) (5) (6) (7') (e) (s) folâl, Itolvñr¡ tl]) c ilst ceaal Füú 990, Pãn l, úl l8) hñc )S t 12? 3q4 stùtefteftìr rÉP0rts the 2. Lråbrllty foi Lr-.ccrtnrft tëx üosttions In p¡rt Xllt, Þro\, ce tra re¡t of Èhê fôölnöte lo thê örqåfÉèiDn ! fi orqånrzëíon'!: [aÞ]ìrry f1ì. vnærlðtn tax posrtrons under Êl¡, 1B (ASC 740) Check her€ rf the rëxlôf :lrç footftote has beên pruv¡ded rn På{ xlt: Ú Schedulç D (Fo¡m 990) 2017 5chedr.rle D (Form 990) 2017 rf the o Totãl revenue, garns, and other support per êudrted ftn¿ncral statements 2 Arnöunts rncluded on l¡ne 1 but not on Ëorm 990, Part VIII, frne I Net unrealrzed garns (losses) on rnvesbments 2a -49,3s2 b Donated servrces and use of facrllttes 2b 58.061 c Recovertes of prror yeãr grants 2c d Other (Descnbe ln Part XIII äd e Add llnes 2a through 2d Subtract line ?e from lrne , ) . 1 . Amountç rncluded on Form 990, Part VllI, ltne 12, but not on llne a Investrnent expenses not rncluded on Foffn 990, Pêrt VIII, lrne 7b b Other (Descrrbe rn Part c Add hnes 4a and 4b L XIil 2a 8.709 3 L3,¿70,262 Í 4a 4b ) 4c 5 Total revenue Add lrnes 3 and 4c, (Thrs must equal Fo;'m 990, PertI, llne 12 Part XIï 'Yes' on Form 5 ) Reconciliation of Expenses per Audited Financial rf i. 2 a b c d e 3 4 a b c 5 ¿78,97 l2 å 4 4 'Yes' on Fôrm 990 PArt IV Irne 12a I 3 Page Reconciliation of Revenue fer Aud¡ted Financíal Stãtements l¡ìfith Revenue per Return Fart XI ts With Ex I På 0 7?,27Q,¿67 pef Return, lrne 124 ËT Têtåì expenses and losses per audrted frnancral stâtements 1 I 2,B55,32 I 58,06 I Arrìôunts rncluded on ìrne 1 but not on Forør 990, Part IX, lrne 25 Þo¡ated servrces and use of facrl¡tres 2a Pnor yeär àdJUstments 2b Òther losses 2c Other {Descrrbe rn Part XIII Àdd ltnes 2a throuçh 2d , ) 58,06 I 2d , 2e Subtract lrne 2e from lrne 1 3 . 12,797,260 Amounts rncluded on Form 990, Part IX, lrne 25, but rot on lrne 1r lnvestment expenses not rncluded on Form 990, Part Other (Descrrbe rn Part XII1 ) Vlli, 4a hne 4b . Add ltnes 4a and 4b Part 4c ses Add ltnes 3 ¿nd 4c. Total equal Form 990, I, lrne 18 ) XIII Prov¡de Supplemental Inform the descrrptrons requrred for Part II, XI, ltnes 2d ¿nd 4b, and Part XIl, I lr 3, 5, and 9, Part Also conrplete Itnes to la 5 0 12,79'I ,260 and 4, Part lV, tlnes lb and 2b, Part V, ne 4, Part X. llne ?, parl any addrtronal lnformatlon Return Reference See Addrtronal Data Table Schedcle tl (Form 990) 2017 {.1102 [066 (I ?an95 ummueldxa aauwagea mag-y (panugum) uonamaow: 35% 41th (066 wag} a elnpwas Additionel Dätä Ëoftware IÞ¡ Software Vêrsðoflr EMs Nåfnel 57-0952531 STATE POLICY N Return Reference PART X, LINE 2 SPN EVALUATEÐ ITs UNCERTAINW IN INCOÌVIE TERMINEÐ THAT THERÍ I¡/ERE NO MATTERS FNTS ER THAT MAY I{AVE ANV HFPHçT ON TTS FOR Ehl 3t¡ 20L7, AND DF IN THE FINANCIAL STÁTEM ef¡le GRAPHIC prlnt - DO NoT PROCESS SCHEÞULE G (Forrn 990 or S90-EZ) ì-)cf lr¡¡ìr{il1 0l lhr'f rr.orun hrtun¡l Rrr r'ntte Selt tr'e DLNr 93493290O0s0O9 Ol4B No t545-0047 As FÍled Dðta - $upplementäl lnformation Regarding Fundraising or Gaming Activities 2nr7 Complôtê Ìt thè ôrgänìuatran bnswôrêd ''Yds" dn Form 990r Part IVl ltn€r 17, 18r or 19¡ ot lf thê örgânl:atron ente¡ed n1ôrê than Sl5/Q0O oh Forrn 99O"EZi ltne 6s > Attðch tô form 990 or 3örm 99ô-ËZ G 99û or ãnd its tnstrtlctrrns rB at www ¡rs open to Publ¡c Inspaçt¡on onn Narne of the organrzatron STÂ.TE POUCY NEÏWORK Fundraising Activities.Complete rf the organrzatrôn answered "Yes" on Form 990, Im Irne 17 Form 990-Ë2 frlers are not requrred to complete thts pärt. 1 a b c d Indrcate whether the orçanrzatron rarsed funds throuçh any of the followrnq aÇtrvrtres Check all thai fl ffi I p 2a 6 (i) 57-095 253 I e U f fl g ! Marl sol¡crtatrons solrcrtatrons Phone solrcrtatrons Internet and emarl Sotrotatron of non-gover{r Sollcrtatron of government grants Specrat fundra srng events In-person soltcrtatrons Drd the organrzatron have ¿ wntten or oral agreement wrth any rndlvrdual (tncludrng offrcers, drrectors, trustees or key employees lrsted rn Form 990, Part VIT) or entrty rn connectrôn wrth þrofessronal fundrarsrng servlcesT El v"u [f "Yes,'' lrstthe ten hrghest pard rndrvrduals or entrtres (fundrarsers) pursuant to agreements under whrch the fundrarser to be compénsated at least 95,000 by the organrzatron Name and address of rnd¡v¡dual or enttty (Fundrarser) (ii) (v) Amount Actrvrty pard to ¡¡o rs (vi) Amount pard to (or retarned by) (or retatned by) fundr¿rse¡ lrsted tn organrzåtton cot (i) llo Yes CLËARWORD COMMUNICATÍONS 10302 BRISTOW CENTFR ! ADVISE ON 'IARKETIN{G AND iUNÐRATSII\IG \4ATf;RIAI-S 836,262 30,000 205.504 I9s,777 9,72J 1,0,{1,766 225.777 815,988 806,26 1 ÞRIVË SUITË 5 BRISTOW vA 20136 sTËPHEN ÇIOUSE & ASSOCIATES 43538 GOIÐËN MEADO\¡J CIRCLE A5I-lBURN vA 20147 Þ Total 3 LrEt all st¿tes I censrng ln whlch the organrzatron ts regrstered or hcensed to sohcrt contnbutrons or lr¿s been notrñed rt ts exempt lronr regtstratton or AI., AK, AZ, AR, CA, CO, CT, DC, Ft, GA, TL, KS, KY, LA, , ViV, WI T'1Ë, I'-Iþ, MA, MT, MN, MS, MO, NH, NJ, Nf{, NY, NC, ND, OH, OK, OR, PA, RT, SC, For PaÞerworh Reduction A€t l'{otrÇe, see thB InsÊruÈt¡ons for Form 990 cr 950-EZ" f ;:i No 5Q08]H ÏN, VA, WA Schedule G (Form 990 or 990-Eã) 2017 Schedule G Ëorm 990 or 990-EZ) 2017 Il Part Page 2 Fundraising Events. Conrplete the orEänrzatron answered "Yes" on Form 990, Part IV, lrne 18, or reported more than $15,000 of fundralsrng event contnbütrofis and gross rncorne on Forrn 990-FU, llnes I and 6b, Ltst events wtth recêt ihan $5,000, (b) Ëvent #2 (c)Other events (d) {a}Event #1 rf (add (event type) (event typ$) Tôtål events col (*) throuçh col (c)) (total number) c) i c, ft. 1 2 3 4 5 v) (lì rJt 6 ctt) q 7 ff õ I E I õ Gross receLpts . Less Contrrbutlons. Gross income (lrne 1 mrnus hne 2) Cash pnzes Noncash prrzes Rent/f¡crlrty costs Fcod and beverages Entertarnment Other drrect expenses tO Ðrrect expense Éummary Add lrnes 4 through llNet IfI Part I ln colu ¡ncome summåry Subtrêct ltne 10 from lrne 3, column id) Gaming. ComBlete on Form 99 rf the organrzðtrûn "Yes" on Fo lrne 6a c) Í (a) (b) Frngo brn c'} Part IV, lrne 19, or reported more than $15,000 Pull tàbs/lnstänt (c) go/progressrve btngo Other gâmtng (d) TÐt"îl gamrng (adcl (a) througlr col (c)) cot o c¿ f Gross 2 Cash prrzes revenue r tJl {r (t Ë tl) Ê ö 3 Noncash prrzes õ 4 E Rent/faÚlrty cost$ lJ g Other drrect expenses 6 Valunteer labor 7 Ðrrect expense Net 9 à b a n n o/ç No E Yeq üNo o/o n Yes ü No Ð/c Add lrnes 2 through 5 rn column (d) lrne 7 from hne ncomë Ënter the state Yc*i colurnn d the orEanrzatron conduÇts gf,mtnq acltvttres Is the organrratron Jf "No," explarrr 10a Were any of the organtzatton's b If ''Yes," expIatn gåmrng actrvrtres rn each of these states? gamrng lrcenses revoked. suspended or term¡nated durrng the tax year? ilvu. I n*o ü v.s D r.¡o 5ch€dul6 G (forfr:99O or 990-EZ) 2017 Scheduie G (Form 990 or 990.ËZ) 2017 Pase 3 tt Does the organrzatrcìn çonduct gam¡ng actrvrttês wtth nonmembersT L2 Is the org*nrzåtron å gråntor, benefrcrary formed to admtn¡star charttable gamtng? f3 Indrcate the percentage of gamÌn9 actrvtty conductcd rn oF f v"" ENo trustee of å trust or a member of à pårtnershtp or other ênkrty LI Y.u Eno a The organrzatron's facrltty 4/o b An outsrde facrlrty 4/o 14 Enter the name and addrqss of the person v,rho prepares the organrzatron's gamrnç/specral avents books and Name Þ 1Fã üY"r üru" b c If ''Yes," enter nåme and ¿ddress of the thrrd party Name Þ Add¡ess 16 Þ Gamrng månëEer rnformåtrÖn Name Þ Gamlng manager compensatton Þ S Þescrrptton of servrces provrded Þ Ü 1? a b Ðrrector/offtcer il Mandetorydrstr¡but¡ons Is lhe organrzatton requtred under st¿te retarn the riate garnrng llcense: Enter the amount of dtstnbutrons requrred tn the orgenlzatron's own exempt Part IV Supplementa Information. III, lrnes 9,9b, tÐb, 15b, 15c, t6¡ Return drstnbuttons from the gaming proceeds to il y"u f]ruo dtstnbuted to othsr exempt organtzattons or spent Þ$ Part I, lrne 2 , columns (ilr) and (v); and Part 17b, as åppftcäblê, Also provtde any ãddrttonät tnformätton (sêe rnstruËüons) the explanatrons requrr€d Ëxpf anatron $ehedule G (Form geo or 990-Ëä1 2017 efile GRAPII¡C Driñt - Do NoT pRocEss Âs F¡lêd DãtÐ - EI ÐLN: 934S32SOO0sOOA Grants and Other Assistance to Organizations, Governments and lndlviduals in the United States (Form 990) comptête ¡f thê orsani:àtlo" iî¡jff äi:ïflf;:. 2AÍ7 sço, Paft rv, lrhe ¿r or 2r, > InformatioD åbout scb€dul€ I (form 990) ðrd its ¡Þstructions as Opnn to Fublic ¡nFp ectioh at www,¡rs,oo!1./formgg0, STATË POL]CY NÉTWORK Part I on rãnts Ðoes the orgôrlzåtlon mèrît¡ n records to substantlåte the ðmoünt of th€ grfrrt5 or Ãssrstånce. the çrðntees' elrgrbllìty f¿r lhe gt ånts pr åsslst¡nce. and dre selectron cfltefls uåed Ia a?¡êr d îhe gtaftìs gr ègå{stènçe? ! Dê*nbê In Pärt lV tire orgàir¡¿tlcn's procedures för monrtonng thÈ use of grànt lunds rn M y"r the Unttèd StàtÈs or9êôrzatron on Name ånd address of (b) ErN (c) ¡RC sectron (rf appkcable) o19 anr"€ hon or goverhment (d) Amou¡t of (åsh gre nt (e) AmÕunt ol iloncash asEtst¿nce r*o any reÕprènt lhâa (ð) ü {s of no¡rc¿sh ålçlst¿nce (h) Purpose of qrênt or èsÉr9tånce (1) SEe Addrùanål ÞâtÈ (?) (3) (41 (s) (6) (71 (8) tr) ( 10) ( 11) (12, 2 3 Enter total number Çf seÇhor 501{q"}[3] and government organì¡åttonç sted tn the ltne Ënter talål rturtìþêf of other orùaõrzàl¡oh9 listêd rfl thè lrnô For PãÞeffiofk Êèducüo¡ Acl Xoìrce, see the lnglrqclronå for :....::::.: :1r Þ c:ðr ì. 32 > lio 5ûû55P Schedule I (Fom 990) 2017 Joméstic ftd¡vad räl sÞåce 15 needê¡ (a) ïypc of granl or sss¡ttån(a (bæk, 3 3û.000 12 é.800 {l) 6fv (2) Desihptron of nonçaEh àbretånce r \ (3) I (4) (s) X (6) (7) Provde the Rakrrfi RêfårËncô PART ¡, UNÊ 2 rn âny FxplâñåtlÖÉ ÀN0 COMPLTÀNCë WüTI OUR Addl$onal Þata Softwtré fDi SoftwËfè Vêl3itn: , (ð) Name ðnd àddress of (bl ËÍv orgånËåtton or goyêrhñedt AI.ÀËANA FOUEY ¡ü3T1.fl.l1Ë 402 OFNCE PAßK ÞR¡VË sutrE 300 Ar 57-095?531 STATE POLICY.NFTWORK (€) IRe sërtron (d) Amount of (âsh rf åppJrcãþlå grsnI (el Am0utlt cð{h ûF (h) noñ. qr åâ$.ått,rêê 63,0tû*$ôå sr{{cx3) 16,000 28-359360t s0r(cx3) ¿4,040 coMMuNtcÀTTot¡s eDUCrdlI0N 35¿23 AMËRICAN ÏRANSPÀRËNCY zOO 5 PRONTAGE ROÂD SUITE 304 Ëlñl; N*müI \ ËëONOMIC FnËìËÞOf'l RFSEARç}I , (b) ts¡ñt {d} (o) Ðescnpton of noß-cåsh åssrstånce Aniount of cash 9r¿nt s 7t-077[09f 11-3691843 BOX POLICÏ RFSEARCH 10.0q0 w (ö) Näfiêârìd *ddrssof qfg.ànr¿stton th¡ ü¡¡'1. (ü) ¡Re s*$èn rf rppl:cable {dl Arhor¡nt of eåsh grsnl (o) âmouill of fior¡cash or oövêrñmênt å5Er3tânËÊ 31,1?78593 501(cx3) 34,000 27.3S?0,{€3 sûucx3) 66.950 (fl !,iôthôd of vËtuahön (book, fMV, åppr¡$ã:, {p) Do¡crrphon non-cbsh óúêr) ¡f ðs6låàG (h) Purpose 0f gränt qr gssEtånce FREEDOM BROAD cAufoRNIA poLtcY cÊ..NitËR ä.j. % ls0п3 ¡Rvü'¡E SoutEvARO Suûã lo8 TIJ$ÌTN,CA 9üt80 ù*,þS**. ru ËcoÎ{oþtrc ËREFDoM RESEANC,'{, FUNORA¡5JNG coMMUNtËÄ'froNs EDUCATION. T8AVEL (ö) NÈmè änd ôddrsss o rg å¡rEåti 00 ü qôVernûìêñt of ' çASCAÞE POIJCY INSITTUTE {c) r (o) Amoïnt of fon^ gr€nt (91 Ðôscflptron of noñ-nåch åssGtånæ sèsh grÞnt âsgt$tåncÊ 5?¿00q 4850 sW SCI+ÒLIS FÉRnY RÞ 103 Á ffi r0.000 O¡AGONAI SIREÉT ¿80 223!4 GENERAT OPERATIIIG (¡) (b, tr¡r {s}lÉC:áêdhon tfagphc¡blc (dt dmouñt of rÂsh : (êl Amomt Õf c¿sh â3,Ërgtåhfs 9r€nt 36"361 1426 501(ÇX?) 6.400 45.2S3750? 501lcx3) 10.,O00 r¡ðñ- tf¡ tlðthod ûf Vrlr¡ähön (book, FMV..opprar*ì. (g) Ðê6rflptþñ pf non-càsh åssr;táricG (hÌ Purpose ot qr¿nt oF ð9sr6tðRce Õ$êr¡ ,m 'ì& GRANT, HFRO W. % K ryM (a) Name¿nd êddrô6rôf (G) Arnüunt óf fiòñcash (hl PurpaEe 0f grùnt or å€grËtðnce âcgtstânfè 501{cx3) 53,700 FREEÞAiI CÉNËRAt ÍRAVEL 82,500 FREEDOM (il) NöftrË ând ödd¡"ês$ qf (h) 8¡¡r orgånr¡ttron ól qóvsrôffì.ént {s.} IRC ièrtrõn rfrpphcrble ({) Amouät of ëåå}t grð nt. (á¡ åíìÖr¡lìt 0f ìön- .(f) þ,iðthôd ofivrluåttoñ fðçh (book, lMV, á¡Fpro¡sil, å*iËl$tåll(Ê o$er) ' ($) Þescflþtrôn.of non-cbsh assrst¿Àce  GÊORG¡ACANTSR FOi OPPOR'TUilffY 333 Rg$EÁÀCfl COURT SUTTÊ 5e,19285¿0 501(cx3J 4¿500 foR 86-05976öt 501(cx3) 10,500 500 # w ffi wry, Y*t, -l:'': f lTl P¡¡rÞÕ6.Ë 6f. or ãssrãtåñ€e g.ànt ôf (b) Ell (4¡ Am00ñt öf cash ás,$t9tônfê nön^ {$) DöË&nptron of non-cågh åg3l5bånce (hl PurpôsÊ of qrånt or ås€fsiqnee sì! F01(cx3) 190 s f80-00a FREEÞOM GG¡¡ERAt r630 84-0990300 s0l{cxr) a6.000 (ö) Narñcañd ôddrôå3of ofgånrrÊtþn ol gov€rnmért fiV$Trn}T¡ gTUDIÉS FOR {h} elr.¡ ?{'{6ä3ss? {r} ¡ßC á€ctürì rf rppàc*ble 501{cx3) ({l âñÊ{ñt ofÕåËh 6,000 t4if65â943 ì¡c 276û1 oÊ non- (f) M6thod of vrluôhon (book, ËMV, apprar* , {$) ÐË6ffrfilôn 50{cx3} 10.000 ôf non-cÈsh as¡rsÈãfrce (hl Purpoee ôf grânt or ãsßtån€e Õtft€r) *ffi ,Ë" WASTIINGTON ÐLVD zoç (é) Amöurìl c¿sh åsgr9tån(P 9ßnt POUÇY EDUCATION 'w %, ËtqPLOYtrtËNT (å) NnmÈ ¡ddrs¡g org,ånl?Ðtto$ 0l goverôffìent . of {Þ! E¡¡l tq) (ðl IRÇ ¡êCtrcN Î a!pIcabla 501{cx3J Anìöuñt tf rìoti- cash å95r$tånte 8,500 J ffi 26.200 (¡) (b) erN {c} IR€ ¡**tþn rf åFplrcsble {{) Amdunt ofçÀ6h gr€ nt. (d¡ Amou.ìt of ñoñcash ågststångå Òr 5¡-?f99055 501{çx3} (f} ¡¿lóthod ôf våluåhón (bcok, ËMV, appr*srl, other) (gJ DËËcflFtroh of noô-clsh åsGtåhGe lh) Purþosê öf Erånt ûr åsgßtãnce FREEÞOM IRAVEL 86'0¿763t4 OPÊRAT¡NG. TAX (r) Nàmóând iddrËgrof organr¡ttr on or çóvêrnlRêRt ' fhl ErN. (6) Affiount df {Ò) tÍ (h) ri0ñ- qF rãsh Purposg 0f grônt ðgt6tåRce aEåt3tånfe þ*.. 23,600 POL¡CY RÉSEARCH ¿5.000 POLICY RÊgÊARCH BOU!åVARÐ cA 94104 Nnnle änd åddrÊ4s qf ofgÊnE&tlon ãt gôv€fnËìeñt (b) Er¡l {c} ¡RGìãêçhON rf åFphi.iåblä ({} Amount of üäË}t 9rs nt (*) ¡ñounÈ c¡*h of non' âså 9tån(Ê (fì M6th0d.of v*{uåholì (book, ËMV, apprairal, other) {g) ÐëËcflFtlon ôf noô-cbsh åsc'ståhcê A FALMETTO FROMISÞ 26.3077358 5011Çx3) 47,500 P¡ONEËR ¡NSüTUTE FO& PUÊUC POLI'CY R¡SËâRCH 22-¿63¿18t 50r(cx3) 25,000 Ílr$rrulË d 165 ÐEVSN5}IIRE $TREË' dF rc \& '.:,::: ,itin (hl FurÞöÈê öf Erönt or cgsrñtrFee (¡) 0f {b) E¡N {d) of Añoú¡1t ôf Aååh grant. & 50r(Çx3) surÊ 59"2S11908 s0rtcxs) 48;000 ry (ö) Nömê ând ðddrô3g grg,snlåttron ðr govéTnfteñt óf {ht,e¡¡r {c) lñc Ëêctlôrt tf applrcsblø {dl A,fnoqnt of cå6h 9r€nf (0) Arñount ðl rìoh- (ê c¡sh !,lðthôd ùf vrlúåhön (book, FMV, *pprar*i, å5ðt9tânCE ôfr1ef) (SÌ) Dësürphon.ôf non-cbsh aasrst¿àæ (h) PufpÖåê ôf €rånt qF åÉcßtEncê Ás MF POI.TCY 3643 çAilTÉR Iû4957ß78 501(Çx3J 70,500 ,,9r.¿?Ë17ðç 50r{ex3) t5,x50 FUt\'ÞÊ,qlqlNG ËDUCATIOH. TRåVËL (¡) Nomcand tddrôs3of ofgå,ìl¡åùort or çóvèfnñ\ê¡t {d) ê,mount of cåö}r grant (é¡ Ainöunt ôf n0ñÉå9h {s) .& 'HOUåE 1119 Ê 216 MÆN sTRûET HARTÊORD,CT 06IO6 oe$crrptron of noR'cåÉh ðssrstånce à9StstânC€ grùnt ef¡le GRAPHIC DElRtlFrçrU Gompensation lnformatlon nt*DO Schedule J (Form 990) ÞLN: 934932900o5008 OMB For certaÍn Officers, Þirectors, Trustees, Key Ëmployees, and Highest Çompensated Émployees 2A17 I' Complete if the organization answared "Yes" on Form ggô, Part IV, linq 23, ) Attach to Form 99O, and its instructions is at ) fnformation about Schedule J (Form I)cf ilrl¡rìrnl ól'(hc L re ilìilñ lntt:m¡l Rer enlt Scrr lct Open to Public Employer Name of the organrzatron No 1545-0t47 number i STATE POLICY NETWORK 57-0952531 P¡}N T s Regarding Compensat¡on Yes 1-ä il ! m ! b 2 No Check the åpproprate box(es) rf the organtzatron provtded any of the followrng to or for a person lrsted on Form 990, Part VII, Sectron A, lrne 1a Complete Part 111 to provrde any refevant rnformatron regardrng these rtems Frrst-class or charter travel Travel for companrons Tax ¡dcmnrfrcatron and gross-up paym€nts Þrscretronary spendrng ¿ccounl u l-lousrng alìolvance or resldence for personal use n Payments lor busrness useof personel resldence Health or socral club dues or rnttrat¡on fees Personal sÊrvtces (e g , mard, chauffeur', chef) il il If any of the boxes rn lrne tå åre checked¡ drd the organrzatton fo{low a wntten pohcy regardrng pêym€nt or rermbursement or provrsron of all of the expenses deecrrbed above? lf "No," complete Part lll to expfatn Drd the orgånrzatron reqLrrre subståntratron pnor to rermbursrnE or ållowrng expenses rncuffed by ell 1b 2 drrectors, trustees, offrcers, ¡ncaudrfiE thê CEo/Executrve D¡rectar, regardrng the rtems checked rn lrne 1a: Indrcate whrch, rf any, of the followrng the frlrng organtzatron used to establrsh the compen¡atron of the organrzatron's CEO/Executrve Drrector Check all thet apply Þa not check any boxes for rnethods used by å relatÊd orgånr2àtlön to estabfush compÊnsårron ofthe CEO/Executrve Drrector, but expJatn rn Part 3 g M n 4 a b c 5 a b 6 a b Ü El m Compensatron commlttee Independent cornpensatron consultånt Ëorm 990 of other organtzatrons III Wrrtten employrnent conträct Compensat on survey or study Approval by the board or compensåtron commlttee Durtflg thê year. drd any pèrsôn lrstëd on Fornl 990, pärt VIlr Seftfon A, ltne 1a, !vtth respect to the ftltng orgànrzåt!ûn or related orgarrrzatron Recerve a severànce paymenh or change-of-control ÞãymentT l Pårtrcrpäte rn, or recerve pêyment frorn, a supplementel ntenqualrfred retlremeñt Þlän? Parùçrpate rn, or recerve payment from. an equrty-based çgmpensàtran arrêngement? If "Yes" to any of ltnes 4a.c, lrst the persons and provtde the applrcable amounts for each ¡tem rn Part ill å 4a No 4b No 4c No only StI(c)(3), 501{c)(4}, ¡nd 5o1(c )(29) organizations must complete lìnes 5-9. Fo¡ persons frsted on Form 99.û, Part VlI, Sectton Á,, ltne !a, drd the organrzatron pay or aecrue äny compensätron conttngent on the reve¡ijes êf The orgänrzètron 2 Any related organrzat¡Ön7 If "Yes," on hne 5å or' 5b, descnbe rn Pårl la, flô l,'lo III 7 FEr persorÌs lrsted on Form I Were èny åmounts reported 6n Form 990, P¿rt VII, pard or accured pursuånt to ð contråct that wss sub¡ect to the rnrtial contnàct exceptron descrbed ln RegufaÈrons sectron 53 495t-4(a)(3)r If "Yes," desc¡be rn Pêrt itl I It 990; Pêrt V¡1, Sectton A, ltne la, drd the organrzatron provrde êny noilftxed pãyrfients not desclbed ¡n.ltnes $ and 6? 1f "Yes." descnbe ln Part II1 T I "Yes" on lrne 8, drd the organrzatron ¿lso follol,'l the rebuttable presumptron procedure descnbed rn Regulatrons sectlon 53 4958-6(c)r For FaÞerwcrk Reduction Aet 6ä 6b drd the organr!ðtron p¿y êr accrue êny The orgån1¿àtron7 Any related organr¿atron? ''Yes," on lrne 6¿ or 6b, descrrbe rn Part No No III For Þérscns lrsted on Form 990, PartVII, Seclron A, lrne comperìsatron contrngeht on the net earnrngs of If 5a Ëb see the ons for Form 990 Cat No 50053T Schedule Yes No I (Form 990) 2017 I (fôim Schedûfe Fãrt 990) 2017 2 II ls :nstaucbong, on ro+¡ (il) 0n Þô 5t rndrvrduôlã -frtle {À) Name ðnd I i;gÀ(p (iil (l) (¡) vp oF col.lMUNlcAl lor^rË (D) Nontãxåb¡e Sonus & ncentrve çomÍen5Àtton .tls,fce 6t,tt8 r69,S8Q -J.A00 ¿r l:¡7 5,000 t,20t 3/54rt 0 r. 0 6 ¡50,å4Ê l 5,Õ0û 0 f¡t ) t o i:l iit e¡efrts q 0 (¡) ( n V¡I cf w-? f¡¡) ViCE PRÉSfDENI orqäHräatioh oñ row åre noi lrgtÉd on fotål of columns {eX¡1"(þ} (Fl compensâìroft rn côlumñ (g! réÍ6ñed as delerred on piror Form 990 {:¡ Schedule 1 (Farm can] 2017 page 3 Part Supplemental Information Pro-?Ida the mfarmatron. expianarmn. or required for Part I, Ilnns la:mrl for part1} Also this. pan for 1m,- I Return Refqrenee I Expianatiun PART 3, LINE 7 ISPN PROVIDES SPOT. MED AND BONUSES FOR STAFF ON PERFORMANEE Schedule} (Form 99011017 Dtrlmlr¡ElE! Noncash Contributions r¡nt - DO (Form 990) OMB org ån L545-0047 2&17 >Comptete if the organizations *nswe¡ed "Yes" on Form gg0, Part tV, lines 2g or 30. Attach to Form 990. rlnformation about Schedule M (Form S9O) and its instructÍon* is at r Dclrìxtlrrrnl cl thc "l'rcn:rrn Iìer enui Serr rce No Open to Puþlic et rzatton STATF FOIIçY NËTWORK PäTt 57-09 I (a) (b) 2 Art*Works of art Art*H lstoncal treagures 3 Aft 4 5 6 7 I I 10 11 253 1 (d) (c) Check rf Number of contnbutrcns or appnrcable rtemç contrrbuted I 5 of Pro Method of determrnrng noncash contrrbutton amounts Noncash contn àmounts -f ractronal nlerests Books and publrcätrons Clothtng and household goods Cars and other vehrcles Boats and planes . r Intellêctuål pr0perty Securttres-Pubhcly traded Securtttes*Closely held stock Secu rttres-Partnershrp, LLC. X MARKFT VALUE or tfust rnterests L2 13 Securtttês*Mrscellaneous contrtbutróhstructures 14 1g 1ö . Qualtfted conservatron H rstorrc Qualtfted cÞnservåtr0n conttl b utrrn-Oth er Real estate*Resrd entral Real estate-Commercral L7 Real estate*Other 18 Collectlbles rnventory 19 Food 2g Drugs and medrcal supplres Taxrdermy Htstonqal artrfacts Sclentrltc spêcrmene Archeologtcal artrfacts 21 22 2A 24 25 Other> Other > 2& . ( ( ) 27 28 29 Number of Forms 8283 d unng Èhe tex year for contflbuhons 8283, Part lV, Ðonee Acknowledçement 2S Yes 30a Purposes for thê b !f "Yes," descrrbe the a 3t Ðoes the orgänrzatlon 32a Ðoes N0 recetve by contrtbutron any property reported rn Part I, lrnes l through 28, that rt from the date of the rnrtral .ontnb[tron, and whrch rs not requrred to be used for exempt 30a rn Part No II ã g¡ft acceptance polrcy that requtres the revlew of any nonstandärd contrlbuttons? the organreatrôn hre or use thtrd partres or reLåted orgånrzêttons to solrcrt, procesg, or sell noncàsh contnbutrons> b If "Yes," descr;be ¡n Part Il 33 ltthe orçanrzatron drd not report an ¿mount rn column (c) fora tl Yes 32a type of prope*y for wh¡ch column (a) rs checked, deserrþe ilr Pårt II For Påp6rwork Reduct¡on act Notrq€, f€e ths fnåtructrons for Form gg0, Côl No 512271 $chçd*ls l¡l (Form sso) {2o17) Fart Pagn 2 ïï Prov¡de requrrad by,Pårt I, Ines 30b, 32b¿ and 33, and whether the organrzatton ts reportJng tn Part I, column þ), the numÞer of contllbrltronË, the numþer rf ttems recerved, or a 0f both. Al$o Çomplete Explenatuon Å RètHrn Ref$.runss 'ARf T, COTUMN I3J Itl {form :.ti{il.; ;iåå ..-: a!.?li! *t0} 12û:71 rsTtrltffE'flt scFtË[rurË o (Form 990 or 990EZ) De¡nrlrìrent of the'lreartrt $Upplementâl ilnfermation to form gg0 er $90-*Z Çomplete to provide infornatian for respontes to specific que*tisns Form 9lO or 990-EZ or to provide any additional information. Þ Attach to Ëorm 990 or 990-E¿. È lnforrnation about Schedule O {Forri Ð9O or S90-EZ) end its pen Irre to Þubl pectinn organrzåtton STATT POLTCY NEÏWORK le O, ät¡on Return Relersnce Explanåüon A DRAfT COPY ÔË THË ËËüËRAL ËORM gg0 I$ ËIRST RËVIËWËD ÞIRECTOR OF OPERATIONS THE ÞRAFT FORM 99O I$ THHN UFCN THE PRESIDENT'S APflROVAL, IT IS FORWARDED TO OR AN APFROVËD ftËFRT$ËNTATIVE OF THË AUOIT AND INÏËRNAL RËVËNUË SËRVICE AND THË PRË.SIÖENT FINANGE COMMITTE$, TO FILING WITH THË FgO S.ÉhÊdulÈ ç, SupplefnçßtÊl InfÕr!ïÐt¡on ËxplanÈüon Return RefarBrce ËÕRM û90¡ FARIVI; MUST SIGN. SHüTKNS, ANÐ ON AN ANNUAL AND S I IF ATANY A il ÕF INTERE$T Lil'tE 12C A$TT INTOfrM ôF SUCþ{ RË ÍF OR ï FÕRTINê, NO NN Hgn THg IRËTTORË WITI.I TH* RFÇTOR$ MAY RHOUIRH RESIGNATION RM HIS OR A CüNFIICT OF WOULÛ MAKË PËRËO OË LOYALTY ANÞ -*. DI 99O Schedul€ O, Supplemçnt*t Infôrmãtiöfi ËxplanÊHon STÀFF OOMPEN$ATION AS PÂRTOTTHf; FOR PRESTDEN INCLUDË8 A IS COMPLETED FOR DISCUSSIÜN pËfR OF THE c 9SO Schedule Rétürfl Rofçrçnçe FÛRM ggoi FART 0, Supplf,rn&nt$ Informat¡on Ëxplanatron DOCUMENTS ARE N.êf MASHÂVAILAÊLT TO THF.PUË'LIT T/{; SFTTIONÐ. Lr¡{E 1g :. t¡--n ,. 99O $chedule O, SupplenreÊtftl trRfsn$ation OTHHR ES0 SERVIGËS PROORAM SËRVICE EXFËN$ã$ 786,064 AND O TOTAT ENT NSHS O p MAN 'il Mm. -