2018-10-17T06:34:17-05:00 2017-12-31 521511275 RAFFA PC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2017-01-01 570952531 STATE POLICY NETWORK STAT 7032431655 1655 N FORT MYER DRIVE NO 360 ARLINGTON VA 22209 TRACIE J SHARP PRESIDENT 7032431655 2018-10-17 1 FRANK H SMITH P00639053 2028225000 2018-10-17 2017 2022-09-23 18:48:47Z TRACIE J SHARP 1655 N FORT MYER DRIVE NO 360 ARLINGTON VA 22209 13924193 0 X WWW.SPN.ORG X 1992 SC CATALYZE THRIVING, DURABLE FREEDOM MOVEMENTS IN EVERY STATE, ANCHORED WITH HIGH-PERFORMING INDEPENDENT THINK TANKS. 10 9 31 19 0 0 9979962 12849793 247250 299080 118232 121389 0 0 10345444 13270262 975825 1318150 0 0 2647914 2969125 431348 225777 1422175 6370978 8284208 10426065 12797260 -80621 473002 4903399 5529538 408310 610799 4495089 4918739 X STATE POLICY NETWORK (SPN) MISSION IS TO CATALYZE THRIVING, DURABLE FREEDOM MOVEMENTS IN EVERY STATE, ANCHORED WITH HIGH-PERFORMING, INDEPENDENT THINK TANKS. 0 0 3553642 955900 STATE POLICY ANALYSIS AND EDUCATION - IDENTIFY EMERGING AND INNOVATIVE SOLUTIONS TO STATE PROBLEMS; WORK ALONGSIDE THINK TANKS TO BUILD MOMENTUM FOR WIDE-SPREAD EDUCATION ABOUT THOSE SOLUTIONS, AND DEVELOP REFORM LEADERS. THE GOAL OF THIS PROJECT IS TO CREATE A ROBUST MOVEMENT OF LEADERS ADVANCING FREE MARKET IDEAS IN THE STATES. 2770266 317450 LEADERSHIP DEVELOPMENT INITIATIVE - SPN'S LEADERSHIP DEVELOPMENT INITIATIVE IDENTIFIES AND DEVELOPS LEADERS, HELPING STRENGTHEN THE NETWORK OF SPN AFFILIATES, AND INSPIRING AND TRAINING AFFILIATES TO EDUCATE CITIZENS. SPN OFFERS OVER 40 SERVICES TO THINK TANKS, LIKE ONE-ON-ONE EVALUATION AND ADVISING, RETREATS, KNOWLEDGE AND SKILLS TRAINING, LEADERSHIP MENTORING, AND PEER NETWORKING. 1971302 36800 299080 ANNUAL MEETING - SPN'S ANNUAL MEETING REGULARLY ATTRACTS MORE THAN 1,300 PARTICIPANTS, REPRESENTING THINK TANKS FROM NEARLY ALL FIFTY STATES, AS WELL AS NATIONAL RESEARCH ORGANIZATIONS AND CHARITABLE FOUNDATIONS. THE ANNUAL MEETING FEATURES SEVERAL DOZEN EDUCATIONAL SESSIONS IN TRACTS INCLUDING LEADERSHIP DEVELOPMENT, OUTREACH, COMMUNICATION, OPERATIONS, AND POLICY, ALONG WITH HIGHLY-ATTENDED PLENARY SESSIONS FOCUSED ON CRITICAL TOPICS LIKE ORGANIZATIONAL CULTURE AND INNOVATION. 2731058 8000 OTHER PROGRAMS 2731058 8000 11026268 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 71 0 1 31 1 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 AL AK AZ AR CA CO CT FL GA IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC OH OK OR PA RI SC TN VA WA WV WI X LEVI MOREHOUSE CO CETERUS INC 8005716119 804 MEETING STREET SUITE 101 CHARLESTON SC 29403 TRACIE J SHARP PRESIDENT 40.00 X X 295517 0 5000 CARL O HELSTROM III CHAIRMAN 1.00 X X 0 0 0 STANFORD D SWIM SECRETARY 1.00 X X 0 0 0 THOMAS L WILCOX TREASURER 1.00 X X 0 0 0 THEODORE D ABRAM DIRECTOR 1.00 X 0 0 0 LAWSON BADER DIRECTOR 1.00 X 0 0 0 JOHN HOOD DIRECTOR 1.00 X 0 0 0 ADAM MEYERSON DIRECTOR 1.00 X 0 0 0 BRIDGETT G WAGNER DIRECTOR 1.00 X 0 0 0 KAREN BUCHWALD WRIGHT DIRECTOR 1.00 X 0 0 0 TONY WOODLIEF EXECUTIVE VICE PRESIDENT 40.00 X 174088 0 3540 CARRIE CONKO VP OF COMMUNICATIONS 40.00 X 165548 0 7460 LYNN HARSH VP OF STRATEGY 40.00 X 131731 0 11882 TERESA BROWN VP OF LEADERSHIP DEVELOPMENT 40.00 X 122121 0 5744 KRISTINA MITTEN SANDERS SR. DIR, LEADERSHIP & PHIL. STRATEGY 40.00 X 107430 0 5431 BRAD GRUBER OPERATIONS DIRECTOR 40.00 X 103719 0 13679 1100154 0 52736 7 0 1 0 MORGAN MEREDITH & ASSOCIATES 22780 INDIAN CREEK DRIVE SUITE 100 DULLES VA 20166 DIRECT MAIL 765903 EMERGENT ORDER 505 WEST 5TH STREET AUSTIN TX 78704 EDUCATION VIDEOS 593497 PASSING LANE FILMS 7080 LEEWOOD FOREST DRIVE SPRINGFIELD VA 22151 CONFERENCE VIDEOS 213105 PART TWO EVENTS 204 E 90TH STREET SUITE 2E NEW YORK NY 10128 EVENT PLANNING & MANAGEMENT SERVICES 205814 STEPHEN CLOUSE & ASSOCIATES 43538 GOLDEN MEADOW CIRCLE ASHBURN VA 20147 MARKETING SERVICES 195777 15 65900 12783893 65173 12849793 ANNUAL CONFERENCE 900099 299080 299080 299080 94799 94799 680521 653931 26590 26590 26590 13270262 299080 0 121389 X 1281350 1281350 36800 36800 478145 390704 68862 18579 2122949 1771949 179302 171698 20204 17015 1404 1785 165974 138011 15802 12161 181853 150797 17401 13655 53381 49235 248 3898 87531 80732 407 6392 75863 75863 225777 225777 5073 5073 3869085 3788884 80201 10010 9845 55 110 166896 117491 36631 12774 54224 45521 4633 4070 137834 113641 13174 11019 1156310 1094648 540 61122 1482250 1481940 7 303 2146 2110 12 24 36422 35571 851 32859 26998 3121 2740 POSTAGE AND SHIPPING 582261 105793 692 475776 PRINTING 375496 91379 427 283690 DUES AND SUBSCRIPTIONS 55287 49528 737 5022 INFORMATION RESOURCES 32784 32755 8 21 68496 37708 281 30507 12797260 11026268 348817 1422175 919562 949651 1514583 1729223 25000 305972 189997 239606 439624 338110 130053 101514 2123745 2203572 459 0 4903399 5529538 248898 483405 159412 127394 408310 610799 X 4399016 4721301 96073 197438 4495089 4918739 4903399 5529538 473002 -49352 0 X 0 1 X 1 0 X 7445027 7906149 9301527 9979962 12849793 47482458 7445027 7906149 9301527 9979962 12849793 47482458 17243487 30238971 42151 47273 57057 106181 94799 347461 2766 10 2776 47832695 823708 0.63220 0.52480 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2013 AMOUNT: $ 2,766. 2014 AMOUNT: $ 10. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25300 53453 78753 12492730 12571483 778574 194644 0 0 515517 564312 649736 778574 2508139 3762209 54051 78753 132804 128879 141078 162434 194644 627035 940553 2188 25300 27488 247593 172439 75154 180056 159314 20742 11975 6357 5618 101514 CAPITAL LEASE OBLIGATIONS 6724 DEFERRED RENT 55405 DEFERRED LEASE INCENTIVE 65265 127394 X 13278971 -49352 58061 8709 13270262 0 13270262 12855321 58061 58061 12797260 0 12797260 PART X, LINE 2: SPN EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2017, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. X X X X 1 CLEARWORD COMMUNICATIONS 10302 BRISTOW CENTER DRIVE SUITE 5 BRISTOW VA 20136 ADVISE ON MARKETING AND FUNDRAISING MATERIALS 0 836262 30000 806261 STEPHEN CLOUSE & ASSOCIATES 43538 GOLDEN MEADOW CIRCLE ASHBURN VA 20147 ADVISE ON MARKETING AND FUNDRAISING MATERIALS 0 205504 195777 9727 1041766 225777 815988 AL AK AZ AR CA CO CT DC FL GA IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN VA WA WV WI 1 ALABAMA POLICY INSTITUTE 402 OFFICE PARK DRIVE SUITE 300 BIRMINGHAM AL 35223 630809568 501(C)(3) 15000 COMMUNICATIONS EDUCATION AMERICAN TRANSPARENCY 200 S FRONTAGE ROAD SUITE 304 BURR RIDGE IL 60527 263593601 501(C)(3) 24000 ECONOMIC FREEDOM RESEARCH ARKANSAS POLICY FOUNDATION 111 CENTER STREET SUITE 1200 LITTLE ROCK AR 72201 710771091 501(C)(3) 17500 TAX POLICY RESEARCH BLUEGRASS INSTITUTE FOR PUBLIC POLICY SOLUTIONS PO BOX 11706 LEXINGTON KY 40577 113691843 501(C)(3) 10000 HEALTHCARE RESEARCH BUCKEYE INSTITUTE FOR PUBLIC POLICY SOLUTIONS 88 EAST BROAD STREET SUITE 1120 COLUMBUS OH 432153506 311278593 501(C)(3) 34000 ECONOMIC FREEDOM RESEARCH CALIFORNIA POLICY CENTER 180023 IRVINE BOULEVARD SUITE 108 TUSTIN CA 92780 272870463 501(C)(3) 66950 ECONOMIC FREEDOM RESEARCH; FUNDRAISING EDUCATION; COMMUNICATIONS EDUCATION; TRAVEL GRANT CASCADE POLICY INSTITUTE 4850 SW SCHOLLS FERRY RD 103 PORTLAND OR 97225 931045925 501(C)(3) 52000 TAX POLICY RESEARCH; ECONOMIC FREEDOM RESEARCH DONORSTRUST 1800 DIAGONAL STREET SUITE 280 ALEXANDRIA VA 22314 522166327 501(C)(3) 10000 GENERAL OPERATING EMPIRE CENTER FOR PUBLIC POLICY INC 100 STATE STREET SUITE 600 ALBANY NY 12207 363611426 501(C)(3) 6400 TRAVEL GRANT; UNSUNG HERO FOUNDATION FOR GOVERNMENT ACCOUNTABILITY 15275 COLLIER BOULEVARD SUITE 201-279 NAPLES FL 34119 452637507 501(C)(3) 10000 EMPLOYMENT RESEARCH FREEDOM FOUNDATION PO BOX 552 OLYMPIA WA 98507 943136961 501(C)(3) 53700 ECONOMIC FREEDOM RESEARCH; GENERAL OPERATING; TRAVEL GRANT GARDEN STATE INITIATIVE PO BOX 9180 MORRISTOWN NJ 07963 814373354 501(C)(3) 82500 ECONOMIC FREEDOM RESEARCH; GENERAL OPERATING; POLICY EDUCATION GEORGIA CENTER FOR OPPORTUNITY 333 RESEARCH COURT SUITE 210 NORCROSS GA 30092 581928520 501(C)(3) 47500 ECONOMIC FREEDOM RESEARCH GOLDWATER INSTITUTE FOR PUBLIC POLICY 500 E CORONADO ROAD PHOENIX AZ 85004 860597661 501(C)(3) 10500 FREE SPEECH EDUCATION, GENERAL OPERATING, TRAVEL GRANT ILLINOIS POLICY INSTITUTE 190 S LASALLE STREET SUITE 1630 CHICAGO IL 60603 412057028 501(C)(3) 190000 ECONOMIC FREEDOM RESEARCH; GENERAL OPERATING INDEPENDENCE INSTITUTE 727 E 16TH AVENUE DENVER CO 80203 840990300 501(C)(3) 26000 ECONOMIC FREEDOM RESEARCH; TRAVEL GRANT INSTITUTE FOR HUMANE STUDIES 3434 WASHINGTON BLVD SUITE 440 ARLINGTON VA 22201 941623852 501(C)(3) 6000 POLICY EDUCATION JOHN LOCKE FOUNDATION 200 WEST MORGAN STREET SUITE 200 RALEIGH NC 27601 561656943 501(C)(3) 10000 EMPLOYMENT RESEARCH MACIVER INSTITUTE 44 EAST MIFFLIN STREET SUITE 201 MADISON WI 53703 262639114 501(C)(3) 8500 ECONOMIC FREEDOM RESEARCH; COMMUNICATIONS EDUCATION MACKINAC CENTER FOR PUBLIC POLICY PO BOX 568 MIDLAND MI 48640 382701547 501(C)(3) 26200 TAX POLICY RESEARCH; TRAVEL GRANT MARYLAND PUBLIC POLICY INSTITUTE PO BOX 195 GERMANTOWN MD 20875 522199055 501(C)(3) 50500 ECONOMIC FREEDOM RESEARCH; TRAVEL GRANT NEVADA POLICY RESEARCH INSTITUTE 7130 PLACID STREET LAS VEGAS NV 89119 880276314 501(C)(3) 25600 GENERAL OPERATING; COMMUNICATIONS EDUCATION; TAX POLICY RESEARCH OKLAHOMA COUNCIL OF PUBLIC AFFAIRS 1401 N LINCOLN BOULEVARD OKLAHOMA CITY OK 73104 731436375 501(C)(3) 23600 TAX POLICY RESEARCH PACIFIC RESEARCH INSTITUTE 101 MONTGOMERY STREET SUITE 1300 SAN FRANCISCO CA 94104 942528433 501(C)(3) 25000 TAX POLICY RESEARCH PALMETTO PROMISE INSTITUTE PO BOX 12676 COLUMBIA SC 29211 263077338 501(C)(3) 47500 ECONOMIC FREEDOM RESEARCH PIONEER INSTITUTE FOR PUBLIC POLICY RESEARCH 185 DEVONSHIRE STREET SUITE 1101 BOSTON MA 02110 222632081 501(C)(3) 25000 TAX POLICY RESEARCH PLATTE INSTITUTE FOR ECONOMIC RESEARCH 6910 PACIFIC STREET SUITE 216 OMAHA NE 68106 208809060 501(C)(3) 23750 EMPLOYMENT RESEARCH; FUNDRAISING EDUCATION THE JAMES MADISON INSTITUTE PO BOX 37460 TALAHASEE FL 32315 592811908 501(C)(3) 48000 ECONOMIC FREEDOM RESEARCH; TRAVEL GRANT THE SHOW ME INSTITUTE 5297 WASHINGTON PLACE ST LOUIS MO 63108 201957878 501(C)(3) 70500 TAX POLICY RESEARCH; ECONOMIC FREEDOM RESEARCH WASHINGTON POLICY CENTER PO BOX 3643 SEATTLE WA 981243643 911752769 501(C)(3) 15250 FUNDRAISING EDUCATION; TRAVEL GRANT WISCONSIN INSTITUTE FOR LAW & LIBERTY INC BLOODGOOD HOUSE 1139 E KNAPP STREET STREET MILWAUKEE WI 53202 451606079 501(C)(3) 55900 TAX POLICY RESEARCH; ECONOMIC FREEDOM RESEARCH YANKEE INSTITUTE 216 MAIN STREET HARTFORD CT 06106 521358144 501(C)(3) 134300 TAX POLICY RESEARCH; UNSUNG HERO; ECON. FREEDOM RESEARCH; GEN. OPER.; COMMU. EDUCATION 32 0 UNSUNG HERO AWARD 3 30000 TRAVEL SCHOLARSHIPS 12 6800 PART I, LINE 2: ALL GRANTS WERE GIVEN BASED ON PROPOSALS SUBMITTED AND REVIEWED TO INSURE EFFECTIVENESS AND COMPLIANCE WITH OUR MISSION AND 501(C)(3) STATUS. EACH GRANT REQUIRES A REPORT AT THE COMPLETION OF THE PROJECT, ALL OF WHICH WERE COLLECTED FOR PROJECTS COMPLETED IN 2017. X X X X 0 0 0 0 0 0 0 1 0 TRACIE J SHARP PRESIDENT 226102 0 68078 0 1337 0 5000 0 0 0 300517 0 0 0 TONY WOODLIEF EXECUTIVE VICE PRESIDENT 169880 0 3000 0 1208 0 3540 0 0 0 177628 0 0 0 CARRIE CONKO VP OF COMMUNICATIONS 150548 0 15000 0 0 0 0 0 7460 0 173008 0 0 0 PART I, LINE 7 SPN SOMETIMES PROVIDES SPOT, MID AND END-OF-YEAR BONUSES FOR STAFF BASED ON PERFORMANCE. X 2 65173 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER IN THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FEDERAL FORM 990 IS FIRST REVIEWED BY THE EXECUTIVE VICE PRESIDENT AND DIRECTOR OF OPERATIONS. THE DRAFT FORM 990 IS THEN REVIEWED AND APPROVED BY THE PRESIDENT. UPON THE PRESIDENT'S APPROVAL, IT IS FORWARDED TO THE BOARD AUDIT AND FINANCE COMMITTEE, OR AN APPROVED REPRESENTATIVE OF THE AUDIT AND FINANCE COMMITTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND MONITORED ANNUALLY AND ALL SPN STAFF AND SPN BOARD DIRECTORS MUST SIGN THIS POLICY ON AN ANNUAL BASIS. COMPLIANCE WITH THIS POLICY IS MANDATORY AS PER SPN'S EMPLOYEE HANDBOOK. IF AT ANY TIME AN EMPLOYEE BELIEVES, OR HAS A REASON TO BELIEVE, THAT THERE IS A CONFLICT OF INTEREST TRANSACTION PRESENT, THEN HE/SHE HAS TO INFORM THE PRESIDENT OF THE EXISTENCE OF SUCH CONFLICT OR POTENTIAL CONFLICT. THE REPORTING EMPLOYEE MAY PARTICIPATE IN ANY DELIBERATIONS RELATED TO THE TRANSACTION ONLY IF THE EMPLOYEE DISCLOSES ALL MATERIAL FACTS. NO INDIVIDUAL SHALL BE REQUIRED TO RESIGN HIS OR HER POSITION BASED ON THE EXISTENCE OF A CONFLICT OF INTEREST. HOWEVER, IF THE BOARD OF DIRECTORS DETERMINE THAT SUCH A CONFLICT WOULD MAKE IT IMPOSSIBLE FOR THE EMPLOYEE TO PERFORM HIS OR HER DUTY WITH THE REQUISITE LEVEL OF LOYALTY AND INTEGRITY, THEN THE BOARD OF DIRECTORS MAY REQUIRE RESIGNATION. FORM 990, PART VI, SECTION B, LINE 15A STAFF COMPENSATION RECOMMENDATIONS ARE SUBMITTED TO THE BOARD OF DIRECTORS AS PART OF THE ANNUAL BUDGETING PROCESS. THE BOARD PERSONNEL COMMITTEE MAKES RECOMMENDATIONS FOR PRESIDENT COMPENSATION AFTER AN EVALUATION THAT INCLUDES A REVIEW OF INDUSTRY STANDARDS AND PEER COMPENSATION PACKAGES. THIS EVALUATION IS COMPLETED PERIODICALLY WITH THE LAST ONE BEING COMPLETED DURING 2017. THE COMMITTEE SUBMITS ITS RECOMMENDATIONS FOR THE PRESIDENT'S COMPENSATION TO THE FULL BOARD OF DIRECTORS FOR DISCUSSION AND FINAL APPROVAL BEFORE BEING INCORPORATED INTO THE ANNUAL BUDGET FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OTHER CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 705,863. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 80,201. TOTAL EXPENSES 786,064. OPERATIONS CONSULTING: PROGRAM SERVICE EXPENSES 131,246. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 131,246. ADVANCE POLICY TEAM: PROGRAM SERVICE EXPENSES 1,743,150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,743,150. LEADERSHIP DEVELOPMENT: PROGRAM SERVICE EXPENSES 666,067. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 666,067. PROGRAM DEVELOPMENT: PROGRAM SERVICE EXPENSES 542,558. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 542,558.