2016-10-17T00:00:00-05:00 2015-12-31 582676261 Rogers & Company PLLC 8300 Boone Blvd Suite 600 Vienna VA 22182 990 2015-01-01 570952531 State Policy Network STAT 7032431655 1655 N Fort Myer Drive No 360 Arlington VA 22209 Tracie J Sharp President 7032431655 2016-09-08 1 Nicole M Prince CPA P01315245 7038930300 2016-09-08 2015 2017-02-10 21:41:12Z Tracie J Sharp 1655 N Fort Myer Drive No 360 Arlington VA 22209 10434992 0 X www.spn.org X 1992 SC To serve and support independent state-based, market-oriented policy research organizations. 8 7 27 8 0 0 7906149 9301527 101781 122297 47273 56359 10 0 8055213 9480183 1205243 1497757 0 0 2234231 2396592 314916 508235 1182794 3870860 4391894 7625250 8794478 429963 685705 4857457 5323739 800981 644380 4056476 4679359 X State Policy Network's mission is to catalyze thriving, durable freedom movements in every state, anchored with high-performing, independent think tanks. 0 0 2497183 1077150 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. 1489587 114000 122297 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. 998818 Annual Meeting: SPN's Annual Meeting regularly attracts more than 1,000 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. 2253206 306607 Other program services that further the Organization's exempt purpose. 2253206 306607 7238794 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 53 0 1 27 1 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 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 Tony Woodlief 7032431655 1655 N Fort Myer Drive Suite 360 Arlington VA 22209 Tracie J Sharp President 40.00 X X 281500 0 5033 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 Willcox Treasurer 1.00 X X 0 0 0 Theodore D Abram Director 1.00 X 0 0 0 John W Jackson 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 Barbara Wells Kenney Director 1.00 X 0 0 0 Tony Woodlief Executive Vice President 40.00 X 173000 0 3760 Daniel Erspamer VP for Strategic Partnersh 40.00 X 160056 0 8728 Lynn Harsh VP for Strategy 40.00 X 131675 0 223 Teresa Brown VP of Leadership Development 40.00 X 114000 0 5747 Brad Gruber Operations Director 40.00 X 106725 0 5972 Jennifer Butler VP of External Relations 35.00 X 110417 0 2338 1077373 0 31801 9 0 1 0 Stephen Clouse & Associates 43538 Golden Meadow Circle Ashburn VA 20147 Development of promotional video 468069 Heart Mind Strategies LLC 12355 Sunrise Valley Drive Ste 340 Reston VA 20191 Educational products 277450 Emergent Order 505 West 5th Street Austin TX 78704 Educational products 217367 Morgan Meredith & Associates 22780 Indian Creek Drive Ste 100 Dulles VA 20166 Mailings 202653 American Philanthropic 18 N Church Street 2 West Chester PA 19380 Educational products, development consul 170890 6 64500 9237027 116030 9301527 Event registration 900099 122297 122297 122297 57057 57057 954111 954809 -698 -698 -698 9480183 122297 0 56359 X 1472757 1472757 25000 25000 463293 373027 51290 38976 1665869 1341297 184424 140148 7465 6011 826 628 114208 91956 12644 9608 145757 117553 15614 12590 11808 10906 526 376 88981 64260 18077 6644 508235 508235 1955485 1926200 11153 18132 635368 286322 12398 336648 94887 77703 13441 3743 137959 101580 27058 9321 652219 580122 2360 69737 668635 668592 26 17 45416 28497 13825 3094 17338 13947 1760 1631 Dues and subscriptions 25406 18874 340 6192 Bank service charges 20294 14345 4311 1638 List rental 11665 11665 Licenses and permits 7378 5769 900 709 19055 14076 1917 3062 8794478 7238794 372890 1182794 658998 1398006 1386669 223306 5528 502 105939 62161 429779 262927 32594 166852 2667729 3472912 4857457 5323739 783813 457935 17168 186445 800981 644380 X 4014317 4512379 42159 166980 4056476 4679359 4857457 5323739 685705 -62822 0 X X 0 1 X 1 0 X 5114279 7977573 7445027 7906149 9301527 37744555 5114279 7977573 7445027 7906149 9301527 37744555 16820988 20923567 24526 40457 42151 47273 57057 211464 4783 4315 2766 10 11874 37967893 321633 0.55110 0.59310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8286243 8286243 564312 141078 0 0 573578 502629 515517 564312 2156036 3234054 143395 125657 128879 141078 539009 808514 247593 121757 125836 178466 137450 41016 3720 3720 0 166852 Capital lease 10682 Deferred rent 68165 Deferred tenant improvement allowance 107598 186445 X 9417361 -62822 -62822 9480183 0 9480183 8794478 0 8794478 0 8794478 Part X, Line 2: Management evaluated SPN's tax positions and concluded that its financial statements do not contain any uncertain tax positions. X X X X 1 American Philanthropic 18 N Church Street 2 West Chester PA 19380 Advise on fundraising materials 0 1968850 49140 1919710 ClearWord Communications Group 10302 Bristow Center Drive 51 Bristow VA 20136 Advise on marketing and fundraising materials 0 794326 55938 738388 Stephen Clouse & Associates 43538 Golden Meadow Circle Ashburn VA 20147 Advise on marketing and fundraising materials 0 348254 403157 -54903 3111430 508235 2603195 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 ND OH OK OR PA RI SC TN VA WA WV WI Schedule G, Part I, Line 2b, Column (v) Payments to Stephen Clouse & Associates also included reimbursements for printing and postage 42,272. 1 Alabama Policy Institute 402 Office Park Drive Suite 300 Birmingham AL 35223 630809568 501(c)(3) 35000 Communications education & healthcare research Buckeye Institute for Public Policy Solutions 88 East Broad Street Suite 1120 Colubmus OH 43215 311278593 501(c)(3) 201250 Healthcare research, healthcare education, tax and budget research California Policy Center 18002 Irvine Blvd Suite 108 Tustin CA 92780 272870463 501(c)(3) 50000 Infrastructure research Cardinal Institute for West Virginia Policy PO Box 11495 Charleston WV 25339 471932521 501(c)(3) 37000 Tax and budget research Cascade Policy Institute 4850 SW Scholls Ferry Road Suite 103 Portland OR 97225 931045925 501(c)(3) 83000 Transportation research, labor research Empire Center for Public Policy 100 State Street Suite 600 Albany NY 12207 461987418 501(c)(3) 42300 Healthcare research Freedom Foundation PO Box 552 Olympia WA 98507 943136961 501(c)(3) 60000 Education on labor issues, labor research Georgia Public Policy Foundation 3200 Cobb Galleria Parkway Suite 214 Atlanta GA 30339 581943161 501(c)(3) 7000 Education research Grassroots Institute of Hawaii 335 Merchant Street 3377 Honolulu HI 96801 990354937 501(c)(3) 12500 Communications education, fundraising training Illinois Policy Institute 190 S LaSalle Street Suite 1630 Chicago IL 60603 412057028 501(c)(3) 126300 General operating, labor education, regulation research, labor research Independence Institute 727 E 16th Avenue Denver CO 80203 840990300 501(c)(3) 80000 Tax and budget research, energy education Libertas Institute 785 E 200 South Suite 2 Lehi UT 84043 455254794 501(c)(3) 7500 Communications education Mackinac Center for Public Policy PO Box 568 Midland MI 48640 382701547 501(c)(3) 45000 Tax and budget research Maryland Public Policy Institute PO Box 195 Germantown MD 20875 522199055 501(c)(3) 25000 Tax and budget research Oklahoma Council of Public Affairs 1401 N Lincoln Blvd Oklahoma City OK 73104 731436375 501(c)(3) 55300 Communications education, tax and budget research, general operating Palmetto Policy Forum PO Box 12676 Columbia SC 29211 263077338 501(c)(3) 19000 General operating Pioneer Institute for Public Policy Research 185 Devonshire Street Suite 1101 Boston MA 02110 222632081 501(c)(3) 40000 Healthcare research Rhode Island Center for Freedom & Prosperity PO Box 10069 Cranston RI 02910 452805369 501(c)(3) 49000 Labor research, education research Sutherland Institute Gateway Tower West Building 15 W South Temple Suite 200 Salt Lake City UT 84101 870531727 501(c)(3) 50000 Land research Talent Market co Donors Trust 1800 Diagonal Road Suite 280 Alexandria VA 22314 522166327 501(c)(3) 5000 General operating The James Madison Institute The Columns 100 N Duval Street Tallahassee FL 32301 592811908 501(c)(3) 41000 Budget research The Show Me Institute 5297 Washington Place St Louis MO 63108 201957878 501(c)(3) 42500 Healthcare research Yankee Institute 216 Main Street Hartford CT 06106 521358144 501(c)(3) 82500 Budget research, general operating, communications education 28 0 Unsung Hero Award 1 25000 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 required a report at the completion of the project, all of which were collected for projects completed in 2015. X X X X 0 0 0 0 0 0 0 1 0 Tracie J Sharp President 234000 0 47500 0 0 0 4680 0 353 0 286533 0 0 0 Tony Woodlief Executive Vice President 170000 0 3000 0 0 0 3460 0 300 0 176760 0 0 0 Daniel Erspamer VP for Strategic Partnersh 113000 0 47056 0 0 0 3286 0 5442 0 168784 0 0 0 Part I, Line 7 The Organization sometimes provides spot, mid and end-of-year bonuses for staff based on performance. X 6 116030 Fair market value 0 1 0 Form 990, Part VI, Section B, line 11 A copy of the 990 is first reviewed by our Executive Vice President and Director of Operations. A copy of the Form 990 is then reviewed and approved by the President. Upon the President's approval, it is forwarded to the Audit and Finance Committee, or an approved representative of the Audit and Finance Committee. Form 990, Part VI, Section B, line 12c Conflict of interest policies are reviewed and monitored annually and all SPN staff and SPN Board of Directors must sign this policy on an annual basis. Compliance with this policy is mandatory as per SPN's Employee Handbook. Form 990, Part VI, Section B, line 15 Staff compensation recommendations are submitted to the Board of Directors as part of the annual budgeting process. The Personnel Committee makes recommendations for CEO compensation after an evaluation that includes a review of industry standards and peer compensation packages. The Committee submits its recommendations for CEO compensation to the full Board of Directors for 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 Graphic design: Program service expenses 156,606. Management and general expenses 0. Fundraising expenses 530. Total expenses 157,136. Development: Program service expenses 43,732. Management and general expenses 0. Fundraising expenses 4,091. Total expenses 47,823. Administrative: Program service expenses 895. Management and general expenses 76. Fundraising expenses 3,621. Total expenses 4,592. Consultants: Program service expenses 1,691,305. Management and general expenses 11,077. Fundraising expenses 9,890. Total expenses 1,712,272. Interns: Program service expenses 16,856. Management and general expenses 0. Fundraising expenses 0. Total expenses 16,856. LDI consultant: Program service expenses 16,806. Management and general expenses 0. Fundraising expenses 0. Total expenses 16,806. Form 990, Part XII, Line 2c: SPN has an active Audit and Finance committee within the Board of Directors that convenes regularly, reviews financials on a regular basis, and reviews and approves the annual budget, annual audit and 990. This process is consistent with prior years.