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r:

--

Return of Organization

990

Form

Internal Revenue Service

A For the 2009 calendar year, or tax year beginning

I Tax-exempt status: [XI 501 (cl ( 4


J Website:..,. www. f reedomworks.

GI

u
c
ca
c

..

Open to Public
1nspection

and ending

B Check11
C Name of organization
applicable Please
useIRS
labelor
DAddress
Inc.
change
pnntor Freedomworks,
oName
change type
Doino Business As
01nit1al
See
return
Number and street (or PO box 1fma1l1snot deliveredto streetaddress) I Room/suite
Specific
0Term1n601
Pennsylvania
Ave.,
NW, N. Bldq.700
lnstrucated
OAmended t1ons
City or town, state or country, and ZIP+ 4
return
0Appl1caWashinoton,
DC
20004
t1on
pending
Kibbe
F Name and address of pnnc1pal off1cer:Ma t t
Same
above
as

K Formof oraanizat1on[XI

No 1545-0047

2009

Under section 501 (c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung
benefit trust or private foundation)
.... The organ1zat1onmay have to use a copy of this return to satisfy state reporting requirements.

Department
oftheTreasury

I Part

OMB

Exempt From Income Tax

4947(al(1l or 0521
l <lfll(insert no.l
org
Trust D
Assoc1at1on
Other...
Corporation D

D Employer identification number

52-1349353
E Telephone number
202-783-3870
$
G Grossreceipts

4,445,642.

H(a) Is this a group return


for affiliates?
0Yes
00No
No
H(b) Are all affiliatesincluded?D Yes

If 'No,' attach a hst. (see instructions)


H(c) Group exemption number ....
L Yearof formation 19 8 41 M Stateof leaaldom1c1le
DC

JI Summary

organization
with

Briefly describe the organ1zat1on'sm1ss1onor most s1gn1f1cant


act1vrt1esCon Sumer
focuses
advocacy
and
education
on
QUblic
QOlicy,

that
a

Check this box .... D


1fthe organization d1scont1nuedits operations or disposed of more than 25% of its net assets.
5
3
Number of voting members of the governing body (Part VI, hne 1a)
c,
3
4
Number
of
Independent
voting
members
of
the
governing
body
(Part
VI,
line
1
b)
all
CII
29
5
line
2a)
Total
number
of
employees
(Part
V,
5
GI
.::
800000
6
6 Total number of volunteers (estimate 1fnecessary)
s:
.;::;
0
u
7a
7a Total gross unrelated business revenue from Part VIII, co umn (C), line 12
ct
0
7b
b Net unrelated business taxable income from Form 990-T,l1ne340t:::,-...i-,,
=~
I ''-'VI..I
\f i::u
Prior Year
Current Year
4,147,545.
3,579,269.
~
8 Contributions and grants (Part VIII, line 1h)
GI
0
:::,
O')
c
9
Program
service
revenue
(Part
VIII,
hne
2g)
..GI
>
'!,
20,888.
37,209.
10 Investment income (Part VIII, column (A), lines 3, 4, and d)
GI
a:
94,878.
162,028.
11 Other revenue (Part VIII, column (A), lines 5, 6d, Sc, 9c, Oc, a.00,f;_N
GI

>
0

3
4

JUN O1 2010 c;

UT

CII

GI

CII

GI
Cl.
>(

~"'
om
u

12 Total revenue - add hnes 8 throuah 11 (must eoual Part ~ ,


-'1?\'
13 Grants and s1m1laramounts paid (Part IX, column (A), lines 1-3)
14 Benefits paid to or for members (Part IX, column (A), line 4)
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10)
16a Professional fundra1s1ngfees (Part IX, column (A), hne 11e)
865,788
b Total fundra1s1ngexpenses (Part IX, column (0), hne 25)
17 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24f)
18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25)
19 Revenue less exoenses. Subtract line 18 from line 12

....

3,695,035.

1,256,338.
44,523.

1,150,017.
35,035.

2,707,451.
4,008,312.
338,470.

2,197,214.
3,382,266.
312,769.

Beginningof CurrentYear
1,930,539.
433,383.
1,497,156.

"'c:

<P.!2 20

Total assets (Part X, hne 16)


U>a,
"'"' 21
~"C
Total l1ab1ht1es
(Part X, line 26)
m5
z,.._ 22 Net assets or fund balances. Subtract hne 21 from line 20

=-'r
;-,~7;;:1;:""'
,- '"=="'-

4,346,782.

End of Year
2,146,627.
312,561.
1,834,066.

I Part H I Signature Block


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OQerations/Treasurer

...............
-............
\
-..............
Preparer's~
signature
Preparer's Finm's
name(or
Rogers
& Comp an
LLC
UseOnly yours11
self-employed),~8300
Boone
Boulevard,
address,
and
Vienna,
Virqinia
22182
ZIP+4

--- ------

Paid

1 Date

05
1

Suite

I25I

,IselfCheck1f

Prepare(s
1denbfying
number
(seeinstrucUons)

1 0 employed .... o
EIN ....

600
Phoneno .... (703)

May the IRS discuss this return with the preparer shown above? (see 1nstruct1onsl
LHA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
for
Organization
Mission
Statement
Continuation
See
Schedule

932001 02-04-10

mO ~

d:zr.f /UJ( n

Date

S1gnaturegr;er

Here

893-0300
D

Yes
No
Form 990 (2009)

t6

Form 90 2009

FreedomWorks

Inc.

5 2 -1 3 4 9 35 3

Pa e

Part Ml Statement of Program Service Accomplishments


1

Briefly describe the organ1zat1on'sm1ss1on:

Public
fiscal
2

3
4

policy,
advocacy and educational
and economic issues.

organization

that

focuses

Did the organ1zat1onundertake any s1gn1f1cantprogram services during the year which were not listed on
the prior Form 990 or 990EZ?
If 'Yes,' describe these new services on Schedule 0.
Did the organization cease conducting, or make s1gn1f1cant
changes 1nhow 11conducts, any program services?
If 'Yes,' describe these changes on Schedule O.

on

OOves

0No

OOves

0No

Describe the exempt purpose achievements for each of the organization's three largest program services by expenses
Section 501 (c)(3) and 501 (c)(4) organ1zat1onsand section 494 7(a)(1) trusts are required to report the amount of grants and
allocations to others, the total expenses, and revenue, 1fany, for each program service reported.

4a

4b

) (Expenses $
9 4 5 , 9 8 9 . 1nclud1nggrants of$
) (Revenue$
Grassroots
Mobilization:
Executing
large and medium scale rallies
and
other events with grassroots
activists
that broadly
promote our core
economic issues.
(Code:

(Code

) (Expenses $

522 , 66 3

1nclud1nggrants of $

) (Revenue $

Federal
and State Campaigns:
Research
and education
on reforming
federal
and state
policies
in areas such as taxation,
fiscal
policy,
legal reform,
energy policy,
education
and other mission
related
issues.

4c

(Code:

) (Expenses $

Public Affairs:
radio interviews
through blogging

2 8 3 , 4 3 7 rncludrng grants of $

To include
traditional
and opinion-editorials,
and social
networking.

4d

Other program services. {Descnbe rn Schedule 0.)


(Expenses $
5 2 6 , 7 9 3 rncludrng grants of $

4e

Total program service expenses .....$

) {Revenue $

media outreach,
and online/new

through TV and
media outreach

) (Revenue$

2 , 2 7 8 , 8 82
Form 990 (2009)

932002

02-04-10

11290525

739466 Freedomworks

2009.03030

Freedomworks,

Inc.

FREEDOMl

Form 990 (200S)

I Part W l Checklist

Freedomworks,

Inc.

52-1349353

Page3

of Required Schedules
Yes

Is the organ1zat1ondescnbed rn section 501 (c)(3) or 494 7(a)(1) (other than a pnvate foundation)?
If "Yes," complete Schedule A

Is the organ1zat1onrequired to complete Schedule 8, Schedule of Contributors?

Did the organization engage rn direct or 1nd1rectpolitical campaign act1v1t1es


on behalf of or 1noppos1t1on to candidates for
public office? If "Yes," complete Schedule C, Part I

Section 501 (c)(3) organizations.

Section 501 (c)(4), 501 (c)(5), and 501 (c)(6) organizations.

Did the organ1zat1onengage 1nlobbying act1v1t1es?If "Yes," complete Schedule C, Part II

Did the organ1zat1onmarntarn any donor advised funds or any s1m1larfunds or accounts where donors have the nght to
provide advice on the d1stribut1on or investment of amounts 1nsuch funds or accounts? If "Yes," complete Schedule D, Part I

10

Did the organ1zat1onreceive or hold a conservation easement, 1nclud1ngeasements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II

Did the organization marntarn collections of works of art, historical treasures, or other s1mllar assets? If "Yes," complete
Schedule D, Part Ill

Did the organization report an amount 1nPart X, line 21; serve as a custodian for amounts not listed rn Part X; or provide
credit counseling, debt management, credit repair, or debt negot1at1onservices? If "Yes," complete Schedule D, Part IV

10

Did the organ1zat1on,directly or through a related organ1zat1on,hold assets 1nterm, permanent, or quasi-endowments?
If "Yes," complete Schedule D, Part V

11

Is the organ1zat1on'sanswer to any of the following questions 'Yes'? If so, complete Schedule D, Parts VJ, VII, VIII, IX, or X
as applicable

x
x

3
4

Is the organ1zat1onsubJect to the section 6033(e) notice and

reporting requirement and proxy tax? If "Yes," complete Schedule C, Part Ill

No

11

Did the organization report an amount for land, bu1ldrngs, and equipment 1nPart X, line 10? If "Yes," complete Schedule D,
Part VI.

Did the organ1zat1onreport an amount for investments other securities rn Part X, l1ne12 that 1s5% or more of its total
assets reported rn Part X, lrne 16? If "Yes," complete Schedule D, Part VII.

Did the organ1zat1onreport an amount for investments program related 1nPart X, l1ne 13 that 1s5% or more of its total
assets reported 1nPart X, line 16? If "Yes," complete Schedule D, Part VIII.

Did the organization report an amount for other assets 1nPart X, line 15 that 1s5% or more of its total assets reported rn

Did the organization report an amount for other liab11it1es


1nPart X, line 25? If "Yes," complete Schedule D, Part X.

Part X, line 16? If "Yes," complete Schedule D, Part IX.

Did the organ1zat1on'sseparate or consolidated frnanc1alstatements for the tax year include a footnote that addresses
the organization's liability for uncertain tax pos1t1onsunder FIN 48? ff "Yes," complete Schedule D, Part X.
Did the organization obtain separate, independent audited f1nanc1alstatements for the tax year? If "Yes," complete

12

Schedule D, Parts XI, XII, and XIII

12A Was the organization included 1nconsolidated, independent audited frnanc1alstatements for the tax year?
If "Yes," completing Schedule D, Parts Xf, XII, and XIII 1soptional

12

I Yes I No
I 12A I x I

13

Is the organ1zat1ona school described Jn section 170(b)(1)(A)(u)?If "Yes," complete Schedule E

13

14a

Did the organ1zat1onmarnta1nan office, employees, or agents outside of the United States?

14a

x
x

14b

15

16

b Did the organ1zat1onhave aggregate revenues or expenses of more than $10,000 from grantmakrng, fundra1s1ng,business,
and program service act1v1t1esoutside the United States? If "Yes," complete Schedule F, Part f
15

Did the organ1zat1onreport on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organ1zatron
or entity located outsrde the United States? If "Yes," complete Schedule F, Part II

16

Ord the organ1zat1onreport on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to rndrvrduals
located outside the United States? If "Yes," complete Schedule F, Part Ill

17

Did the organrzatron report a total of more than $15,000 of expenses for professional fundra1s1ngservices on Part IX,
17

column (A), lrnes 6 and 11e? If "Yes," complete Schedule G, Part f


18

Did the organization report more than $15,000 total of fundrars,ng event gross rncome and contnbut1ons on Part VIII, lrnes
1c and Sa? If "Yes," complete Schedule G, Part II

19
20

18

19

x
x

Did the organrzatron report more than $15,000 of gross rncome from gaming act1vrtreson Part VIII, line 9a? If "Yes,"
complete Schedule G, Part Ill

20

Did the oroan1zatron ooerate one or more hoso1tals? If "Yes "comolete Schedule H

Form 990 (2009)

932003
~-0410

11290525

739466

Freedomworks

2009.03030

3
Freedomworks,

Inc.

FREEDOMl

Form 99012009)

I Part W l Checklist

FreedomWorks,
of Required Schedules

Inc.

52-1349353

Paae4

(continued)

Yes
21

No

Did the organization report more than $5,000 of grants and other assistance to governments and organizations 1nthe
United States on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II

21

22

Did the organ1zat1onreport more than $5,000 of grants and other assistance to 1nd1v1duals
1nthe United States on Part IX,
column (A), line 2? If "Yes," complete Schedule/, Parts I and Ill

22

23

Did the organ1zat1onanswer 'Yes' to Part VII, Section A, line 3, 4, or 5 about compensation of the organ1zat1on'scurrent
and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete
Schedu/eJ

23

24a Did the organ1zat1onhave a taxexempt bond issue with an outstanding pnnc1pal amount of more than $100,000 as of the
last day of the year, that was issued after December 31, 2002? If "Yes," answer Imes 24b through 24d and complete
Schedule K. If "No", go to /me 25

24b

c Did the organ1zat1onma1nta1nan escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds?

24c

d Did the organ1zat1onact as an 'on behalf of' issuer for bonds outstanding at any time during the year?
25a Section 501 (c)(3) and 501 (c)(4) organizations. Did the organization engage 1nan excess benefit transaction with a
d1squal1f1edperson during the year? If "Yes," complete Schedule L, Part I
b Is the organ1zat1onaware that 1tengaged ,n an excess benefit transaction with a d1squalif1edperson 1na prior year, and
that the transaction has not been reported on any of the organ1zat1on'sprior Forms 990 or 990EZ? If "Yes," complete
Schedule L, Part I

26

24a

b Did the organ1zat1oninvest any proceeds of tax-exempt bonds beyond a temporary penod exception?

24d
25a

25b

26

27

Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or d1squalif1ed
person outstanding as of the end of the organ1zat1on'stax year? If "Yes," complete Schedule L, Part II

27

Did the organ1zat1onprovide a grant or other assistance to an officer, d1rector, trustee, key employee, substantial
contributor, or a grant selection committee member, or to a person related to such an 1nd1v1dual?
If "Yes," complete
Schedule L, Part Ill

28

Was the organ1zat1ona party to a business transaction with one of the following parties, (see Schedule L, Part IV
1nstruct1onsfor applicable filing thresholds, cond1t1ons,and exceptions):
a A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV

b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV

28a
28b

x
x

c An entity of which a current or former officer, director, trustee, or key employee of the organ1zat1on(or a family member) was
an officer, director, trustee, or direct or 1nd1rectowner? If "Yes," complete Schedule L, Part IV
29

Did the organ1zat1onreceive more than $25,000 1nnoncash contributions? If "Yes," complete Schedule M

28c
29

x
x

30

Did the organ1zat1onreceive contributions of art, historical treasures, or other s1m1larassets, or qualified conservation
30

31

contributions? If "Yes," complete Schedule M


Did the organ1zat1onhqu1date,terminate, or dissolve and cease operations?
If "Yes," complete Schedule N, Part I

31

32

33

32

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete
Schedule N, Part II

33

Did the organization own 100% of an entity disregarded as separate from the organ1zat1onunder Regulations
sections 301.7701 2 and 301 7701 3? If "Yes," complete Schedule R, Part I

34

Was the organ1zat1onrelated to any tax-exempt or taxable entity?


If "Yes," complete Schedule R, Parts II, Ill, IV. and V. /me 1

35

Section 501 (c)(3) organizations.

36

Did the organization conduct more than 5% of its act1v1t1esthrough an entity that 1snot a related organ1zat1on
and that 1streated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI

38

35

Did the organ1zat1onmake any transfers to an exempt nonchantable related organization?

If "Yes," complete Schedule R, Part V. /me 2

37

Is any related organization a controlled entity within the meaning of section 512(b)(13)?
If "Yes," complete Schedule R, Part V. /me 2

36

34

Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19?
Note. All Form 990 fliers are reau1red to comolete Schedule 0.

37

38
Form 990 (2009)

932004

0204-10

11290525

739466

FreedomWorks

2009.03030

Freedomworks,

Inc.

FREEDOM!

Form 990 c2oog1


FreedomWorks,
Inc.
I Part VJ Statements Regarding Other IRS Filings and Tax Compliance

52-1349353

Page5
Yes

1a Enter the number reported 1nBox 3 of Form 1096, Annual Summary and Transmittal of
U.S. Information Returns. Enter -0 1fnot applicable
1a
b Enter the number of Forms W2G included 1nline 1a. Enter O1fnot applicable
1b
c Did the organization comply with backup w1thhold1ngrules for reportable payments to vendors and reportable gaming
(gambling) w1nn1ngsto pnze winners?
2a Enter the number of employees reported on Form W3, Transmittal of Wage and Tax Statements,
filed for the calendar year ending with or w1th1nthe year covered by this return

No

26
0
1c

29

b If at least one IS reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of Imes 1a and 2a 1sgreater than 250, you may be required to e-flle this return (see 1nstruct1ons)
3a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return?
b If 'Yes,' has 1tfiled a Form 990-T for this year? If "No," provide an explanatt0n tn Schedule O
4a At any time during the calendar year, did the organ1zat1onhave an interest 1n,or a signature or other authority over, a
f1nanc1alaccount 1na foreign country (such as a bank account, securities account, or other f1nanc1alaccount)?
b If 'Yes,' enter the name of the foreign country: ....
See the instructions for exceptions and f1l1ngrequirements for Form TD F 9022.1, Report of Foreign Bank and
F1nanc1alAccounts.

2b
3a
3b

4a

Sa

x
x

--------------------------~

Sa Was the organ1zat1ona party to a proh1b1tedtax shelter transaction at any time during the tax year?
b Did any taxable party notify the organization that 1twas or 1sa party to a proh1b1tedtax shelter transaction?
c If 'Yes,' to line Sa or Sb, d1d the organ1zat1onfile Form 8886-T, Disclosure by Tax-Exempt Entity Regarding Prohibited

Tax Shelter Transaction?


6a Does the organ1zat1onhave annual gross receipts that are normally greater than $100,000, and did the organization sol1c1t
any contributions that were not tax deductible?
b If 'Yes,' did the organ1zat1oninclude with every sol1c1tatlonan express statement that such contributions or gifts
were not tax deductible?
7 Organizations that may receive deductible contributions under section 170(c).
a Did the organ1zat1onreceive a payment 1nexcess of $75 made partly as a contribution and partly for goods and services

Sb
Sc
6a
6b

provided to the payer?


b If 'Yes,' did the organ1zat1onnotify the donor of the value of the goods or services provided?
c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which It was required

7a
7b

to file Form 8282?


d If 'Yes,' 1nd1catethe number of Forms 8282 filed dunng the year
1d
e Did the organ1zat1on,during the year, receive any funds, directly or indirectly, to pay premiums on a personal

7c

1--'7-"e-+---+-...._7_f_...
___
_

benefit contract?
Did the organ1zat1on,dunng the year, pay premiums, directly or indirectly, on a personal benefit contract?

g For all contributions of qualified intellectual property, d1dthe organ1zat1onfile Form 8899 as required?
h For contributions of cars, boats, airplanes, and other vehicles, did the organ1zat1onfile a Form 1og5.c as required?

9
a
b
10
a
b
11

Sponsoring organizations maintaining donor advised funds and section 509{a)(3) supporting organizations. Did the
supporting organization, or a donor advised fund maintained by a sponsoring organ1zat1on,have excess business holdings
at any time dunng the year?
Sponsoring organizations maintaining donor advised funds.
Did the organization make any taxable d1stnbut1onsunder section 4966?
Did the organ1zat1onmake a d1stribut1onto a donor, donor advisor, or related person?
Section 501 (c)(7) organizations. Enter:
lnit1at1onfees and capital contnbut1ons included on Part VIII, line 12
1oa
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club fac11it1es
10b
Section 501 (c)(12) organizations. Enter.
11a
Gross income from members or shareholders

1--'7..._a+--+--,__7_h__..
___
_

8
9a
9b

a
b Gross income from other sources (Do not net amounts due or paid to other sources against
11b
amounts due or received from them.)
12a Section 4947(a){1) non-exempt charitable trusts. Is the organ1zat1onfiling Form 990 1nlieu of Form 1041?
b !f 'Yes' enter the amount of taxexemot interest received or accrued dunno the vear

12a

I 12b I
Form990 (2009)

932005

02-0410

11290525

739466

FreedomWorks

2009.03030

Freedomworks,

Inc.

FREEDOM!

FreedomWorks

Form ~90 2009

Inc.

52-1349 35 3

Pa e 6

Part VI Governance, Management, and Disclosure For each "Yes" response to Imes 2 through lb below, and for a "No" response
to /me Ba, Bb, or 1Ob below, descnbe the c,rcumstances, processes, or changes m Schedule O See instructions

Section A. Governing Body and Management


Yes
1a Enter the number of voting members of the governing body

I---+-------~
I 1b I
~-~------~

b Enter the number of voting members that are independent


2

1a

No

5
3

Did any officer, director, trustee, or key employee have a family relat1onsh1por a business relat1onsh1pwith any other
officer, director, trustee, or key employee?

Did the organ1zat1ondelegate control over management duties customarily performed by or under the direct superv1s1on
of officers, directors or trustees, or key employees to a management company or other person?
Did the organ1zat1onmake any significant changes to its organizational documents since the prior Form 990 was filed?

3
4

Did the organ1zat1onbecome aware during the year of a material d1vers1onof the organ1zat1on'sassets?

Does the organization have members or stockholders?

7a

x
x
x

7a Does the organ1zat1onhave members, stockholders, or other persons who may elect one or more members of the
governing body?
b Are any dec1s1onsof the governing body subJect to approval by members, stockholders, or other persons?
8

7b

Did the organ1zat1oncontemporaneously document the meetings held or written actions undertaken during the year
by the following.
a The governing body?

Ba

b Each committee with authority to act on behalf of the governing body?

Bb

x
x

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the

oraan1zat1on'sma1l1naaddress? If "Yes "orov1de the names and addresses tn Schedule O

Section B. Policies (This Section B reauests mformat1on about ooltc1es not reau1redbv the Internal Revenue Code J
Yes
10a

1Oa Does the organ1zat1onhave local chapters, branches, or aff1l1ates?

No

b If 'Yes,' does the organ1zat1onhave written policies and procedures governing the act1v1t1esof such chapters, affiliates,
11

and branches to ensure their operations are consistent with those of the organ1zat1on?
Has the organ1zat1onprovided a copy of this Form 990 to all members of its governing body before filing the form?

10b
11

12a

12b

11A Describe 1nSchedule O the process, 1fany, used by the organ1zat1onto review this Form 990.
12a Does the organ1zat1onhave a written conflict of interest policy? If "No," go to ltne 13
b Are officers, directors or trustees, and key employees required to disclose annually interests that could give nse
to conflicts?
c Does the organ1zat1onregularly and consistently monitor and enforce compliance with the policy? If "Yes," descnbe
12c

13

m Schedule O how this is done


Does the organ1zat1onhave a wntten wh1stleblower policy?

14

Does the organization have a written document retention and destruction policy?

15

Did the process for determining compensation of the following persons include a review and approval by independent

13
14

persons, comparability data, and contemporaneous substant1at1on of the deliberation and dec1s1on?
a The organization's CEO, Executive Director, or top management otflc1al

15a

b Other officers or key employees of the organ1zat1on

15b

x
x
x
x
x

If 'Yes' to line 1Sa or 1Sb, descnbe the process In Schedule 0. (See 1nstruct1ons)
16a Did the organ1zat1oninvest in, contribute assets to, or part1c1pate1na Joint venture or s1m1lararrangement with a
16a

taxable entity during the year?

b If 'Yes,' has the organ1zat1onadopted a written policy or procedure requiring the organ1zat1onto evaluate its part1c1pat1on
1nJoint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's
16b

exemot status with resoect to such arranaements?

Section C. Disclosure

~AL, AK, AR, AZ , CA, CO, CT, DE, FL, GA, HI , ID

17

List the states with which a copy of this Form 990 1srequired to be flied

18

Section 6104 requires an organ1zat1onto make its Forms 1023 (or 1024 1fapplicable), 990, and 990-T (501 (c)(3)s only) available for
public inspection. Indicate how you make these available Check all that apply.

Own website

!XJAnother's

website

!XJUpon request

19

Describe 1nSchedule O whether (and 1fso, how), the organ1zat1onmakes 1tsgoverning documents, conflict of Interest policy, and f1nanc1al

20

State the name, physical address, and telephone number of the person who possesses the books and records of the organ1zat1on:~ ___

statements available to the public.

The Organization
organization's

- (202) 783-3870
address,
Washington,

DC

20004
Form990 (2009)

932006
02-04-10

See Schedule

O for

full

list

of

states

11290525

739466

Freedomworks

2009.03030

Freedomworks,

Inc.

FREEDOMl

FreedomWorks

Form 902000

Inc.

52-1349353

e7

Pa

Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Employees, and Independent Contractors
Section A.

Officers, Directors, Trustees, Key Employees, and Highest Compensated

Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organ1zat1on's tax
year Use Schedule J2 1fadd1t1onalspace 1sneeded.
l.Jst all of the organization's current officers, directors, trustees (whether 1nd1v1dualsor organ1zat1ons), regardless of amount of compensation.
Enter O 1ncolumns (D), (E), and (F) 1fno compensation was paid.
List all of the organ1zat1on's current key employees. See instructions for defin1t1onof 'key employee.'
List the organization'sfive current highest compensatedemployees(other than an officer, director, trustee, or key employee)who receivedreportable
compensation (Box 5 of Form W-2and/or Box 7 of Form 1099-MISC)of more than $100,000 from the organizationand any relatedorgan1zat1ons.
List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of
reportable compensation from the organization and any related organ1zat1ons
List all of the organ1zat1on's former directors or trustees that received, 1nthe capacity as a former director or trustee of the organ1zat1on,
more than $10,000 of reportable compensation from the organ1zat1onand any related organizations.
List persons 1nthe following order: 1nd1v1dualtrustees or directors; 1nst1tut1onaltrustees; officers, key employees, highest compensated employees;
and former such persons.

Och

ec k t h1sbox If the oraan1zat1ond 1d not compensate any current o ff 1cer,d ,rector or rustee.
(A)

(B)

(Cl

(D)

(E)

(F)

Name and Title

Average
hours
per
week

Pos1t1on
(check all that apply)

Reportable
compensation
from
the
organ1zat1on
(W2/1099M ISC)

Reportable
compensation
from related
organ1zat1ons
(W2/1099MISC)

Estimated
amount of
other
compensation
from the
organ1zat1on
and related
organ1zat1ons

}!

-a

"C

!'

! ~!

i
I ~81
~,. a
t J.2
~ ~ j ~ :rg,~ J
~

Hon. Richard
K. Armey
Board Member
Hon. James H. Burnley
Board Member
Thomas Knudsen
Board Member
Richard
J. Stephensen
Board Member
Matt Kibbe
President
Judith
Mulcahy
VP of Ooerations/Treasur
Wayne Brough
VP of Research/Secretary
Mary Byrne
VP of Development
Max Pappas
VP of Public
Policy
Richard
Walker
NW Reqional
Director
John Jordan
VP Fed. & State
Campaiqn

932001 02.04.,

20.00

1.00

o.

o.

0.

1.00

0.

0.

0.

1.00

0.

0.

0.

17.00

250,000.

250,000.

0.

115,302.

154,853.

37,942.

20.00

68,959.

68,959.

33,648.

17.00

52,246.

70,168.

27,988.

17.00

62,550.

84,006.

7,360.

17.00

57,053.

76,624.

18,223.

17.00

47,863.

64,280.

25,037.

17.00

47,115.

63,276.

14,402.

Form 990 (2009)

11290525

739466

Freedomworks

2009.03030

Freedomworks,

Inc.

FREEDOMl

Free d omWor k s,

Form 990 (2009)

!Part VHI Section

A.

Officers
(A)

Directors

Inc.

52-1 3493 53

Key Employees and HiRhest Compensated Emplo\ ees (continued)


(B)
(C)
(D)
(E)
Average
Pos1t1on
Reportable
Reportable
hours
(check all that apply)
compensation
compensation
per
from
from related
week
the
organ1zat1ons
6
"
!;
organ1zat1on
r,/'/2/1099M ISC)
r,/'/2/1099M ISC)

Name and title

..

I iI

l 8l
jl.!!

1 J

....

1 b Total
2

Page8

Trustees

701,088

832,166.

(F)

Estimated
amount of
other
compensation
from the
organ1zat1on
and related
organizations

164,600.

Total number of ind1v1duals(including but not limited to those listed above) who received more than $100,000 1nreportable

comoensa t ion f rom t he oraan1zat1on ....


Yes

Did the organ1zat1onlist any former officer, director or trustee, key employee, or highest compensated employee on

line 1a? If "Yes," complete Schedule J for such tndtv1dual


For any 1nd1v1dual
listed on line 1a, 1sthe sum of reportable compensation and other compensation from the organization
and related organ1zat1onsgreater than $150,000? If "Yes," complete Schedule J for such md1vidual

No

Did any person listed on line 1a receive or accrue compensation from any unrelated organization for services rendered to

the oraan1zat1on?If "Yes " comnlete Schedule J for such nerson


Section B. Independent Contractors

Complete this table for your five highest compensated Independent contractors that received more than $100,000 of compensation from
the oroan1zat1on.
(A)

(B)

Name and business address

Descnpt1on of services

Inc.,
2875
Morgan,
Meredith
& Associates,
Towerview
Road, #1000,
Herndon,
VA 20171
Terra
Eclipse
Inc.
9043 Sequel
Dr, Aptos,
CA 95003

!Printing
of Direct
Website

&

Mailing
mail servi

Desiqn

(C)
Compensation

774,256.
151,500.

Total number of independent contractors ~nclud1ng but not limited to those listed above) who received more than
2
$100 000 1ncomoensat1on from the oraanizat1on ....
Form 990 (2009)

932008 02-04-10

11290525

739466

Freedomworks

2009.03030

Freedomworks,

Inc.

FREEDOM!

Free d omwor k s,

Form ,990 (2009)

l Part VIII I

....
! :::,
VI VI

1 a Federated campaigns

1a

b Membership dues

1b

c Fundra1s1ngevents

1c

a>.!!!

d Related organ1zat1ons

1d

-O ..

e Government grants (contributions)

1e

:so
c: "O

c: c:
a,0

-E

~~

cn'e
C:VI
CP

..

.,S.c

5 2 -134 93 5 3

Page9

(A)

(B)

(C)

Total revenue

Related or
exempt function
revenue

Unrelated
business
revenue

(D)

Revenue
excluded from
tax under
sections 512,
513,or514

All other contnbut1ons,gifts, grants, and


s1m1lar
amounts not included above

O c:
O co

Inc.

Statement of Revenue

3579269.

1f

Noncash contnbut1ons included in lines 1a-1t $

h Total. Add lines 1a1f

3,579,269.

Business Code
CP

2 a

'fCPCP
:::,

U)

c:

E~

c..

All other program service revenue

Total. Add lines 2a2f

CP
a,a:

..

Investment income (1nclud1ngd1v1dends, interest, and

other s1m1laramounts)

Income from investment of tax-exempt bond proceeds

Royalties

(1)Real

20,389.

1,207.

1,207.

93,462.

93,462.

(11)Personal

93,462.

6 a Gross Rents
b Less: rental expenses

93,462.

c Rental income or (loss)

d Net rental income or (loss)


111)
Other

l1l Securities

7 a Gross amount from sales of


assets other than inventory

20,389.

751,106.

b Less: cost or other basis


and sales expenses
c Gain or (loss)

750,607.
499.

c:

Gross income from fundra1s1ngevents (not


1nclud1ng$
of

>
CP

contributions reported on line 1c). See

:::,

CP

..

cc
CP
.c

Part IV, line 18

b Less. direct expenses

499.

499.

d Net gain or (loss)


Sa

CP

b
~

c Net income or (loss) from fundra1s1ngevents


9 a Gross income from gaming act1v1t1es.See
Part IV, line 19

b Less: direct expenses

b
~

c Net income or (loss) from gaming act1v1t1es


10 a Gross sales of inventory, less returns
and allowances

b Less: cost of goods sold

b
~

c Net income or llossl from sales of 1nventorv


Miscellaneous Revenue
11 a

Other

income

Business Code

209.

209.

209.
3,695,035.

209.

900099

b
c
d All other revenue

e Total. Add lines 11a11d


12

Total revenue. Seeinstructions

~
~

932009

0.

115,557.
Form 990 (2009)

02-04-10

11290525

739466

Freedomworks

2009.03030

Freedomworks,

Inc.

FREEDOM!

FreedomWorks

Form.990 2009

Inc.

5 2 -13 4 9 3 5 3

Part tx Statement of Functional Expenses

Pa e

10

Section 501 (c)(3) and 501 (c)(4) organizations must complete all columns.
All other organizations must complete column (A) but are not required to complete columns (B), (C) I and (0)
(A)
(B)
(0)
(Cl
Do not include amounts reported on lines 6b,
Total expenses
Program service
Management and
Fundra1sing
7b, Sb, 9b, and 10b of Part VIII.
expenses
aeneral exoenses
expenses
1 Grants and other assistanceto governments and
organizationsm the U S See Part IV, line 21
2

Grants and other assistance to ind1v1duals 1n


the U.S. See Part IV, line 22

Grants and other assistance to governments,


organ1zat1ons, and 1nd1v1dualsoutside the U.S.
See Part IV, lines 15 and 16

Benefits paid to or for members

Compensation of current officers, directors,


trustees, and key employees

531,469.

375,811.

60,408.

95,250.

528,792.

345,865.

68,433.

114,494.

2,495.
36,397.
50,864.

1,632.
23,806.
33,269.

323.
4,710.
6,582.

540.
7,881.
11,013.

71,516.
86,424.

49,235.
59,498.

6,159.
7,443.

16,122.
19,483.

Compensationnot included above.to d1squal1f1ed


persons (as defined under section 4958(f)(1 )) and
persons described m section 4958(c)(3)(B)

Other salaries and wages

Pension plan contributions (include section 401 (k)

Other employee benefits

and section 403(b) employer contributions)


10

Payroll taxes

11

Fees for services (non-employees):


a Management
b Legal
c Accounting
d Lobbying
e Professionalfundra1smgservices See Part IV, lme 17
f

g Other
12

Advertising and promotion

13

Office expenses

14

Information technology

15

Royalties

16

Occupancy

17

Travel

18

35,035.

35,035.

Investment management fees

57,631.
97,463.
1,265,410.
46,685.

44,194.
97,383.
802,100.
34,071.

5,529.
30.
12,099.
4,664.

7,908.
50.
451,211.
7,950.

312,074.
119,746.

204,607.
109,424.

39,735.
167.

67,732.
10,155.

9,334.

8,671.

16.

18,320.
29,799.

12,011.
12,785.

41,733.
22,204.
14,672.
2,491.
1,712.

31,270.
15,256.
13,791.
2,491.
1,712.

Payments of travel or entertainment expenses


for any federal, state, or local public off1c1als

19

Conferences, conventions, and meetings

20

Interest

21

Payments to affiliates

22

Deprec1at1on, depletion, and amortization

23

Insurance

24

Other expenses Itemizeexpensesnot covered


above (Expensesgrouped together and labeled
miscellaneousmay not exceed5% of total
expensesshown on lme 25 below )

d
e

Direct
mail
Miscellaneous
Dues
Novelties
PhotograQhy

All other expenses

a
b
c

costs

25

Total functional e1oenses Add Imes 1 throuah 241

26

Joint costs. Checkhere ~

[X]

3,382,266.

647.

2,333.
14,869.

3,310.
786.

10,463.
3,638.
95.

865,788.

237,596.

2,278,882.

3,976.
2,145.

11following

SOP 98-2 Completethis lme only 11the organization


reported m column (B) 1amtcosts from a combined
educational camoatanand fund ra1smasol1c1tat1an

1,238,206.

680.710.

0.

Form

932010 02-04-10

11290525

557,496.

739466

Freedomworks

2009.03030

10
Freedomworks,

Inc.

990 (2009)

FREEDOM!

Freedomworks,

Form 990 (20GJ9)

I PartX I Balance

Inc.

52-1349353
(A)
Beginning of year

1
2
3
4
5

Ill

GI

Ill
Ill

<

Ill

GI

:s

"'

:.J

7
8
9
10a

105,589.

Cash non1nterestbeanng
Savings and temporary cash investments
Pledges and grants receivable, net
Accounts receivable, net

GI
(J

103,500.
8,367.

Receivables from current and former officers, directors, trustees, key


employees, and highest compensated employees. Complete Part II
of Schedule L
Receivables from other d1squahf1edpersons (as defined under section
4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete
Part II of Schedule L

28

'ti

29

"'
CD
c:

Ill

GI
Ill

GI

Temporanly restncted net assets


Permanently restricted net assets
Organizations that do not follow SFAS 117, check here
Dand
complete lines 30 through 34.
Capital stock or trust pnnc1pal, or current funds
Pa1d1nor capital surplus, or land, bu1ld1ng,or equipment fund
Retained earnings, endowment, accumulated income, or other funds
Total net assets or fund balances
Total l1ab1ht1es
and net assets/fund balances

4,740.

6
7

269,004.

Prepaid expenses and deferred charges


Land, bu1ld1ngs,and equipment. cost or other
basis. Complete Part VI of Schedule D

3
4

319,081.
859,619.

83,698.
570,164.

790,217.
1,930,539.
312,419.

120,964.
433,383.
1,388,273.
108,883.

8
9

10c
11
12
13
14
15
16
17
18
19
20
21

22
23
24
25
26

27
28
29

189,351.
155,394.
8.

618,434.
2,146.627.
247,115.

65,446.
312,561.
1,829,332.
4,734.

....

..
:I

LI.

Notes and loans receivable, net


Inventories for sale or use

747,229.
10a
591,835.
b Less: accumulated deprec1at1on
10b
11
Investments publicly traded secur1t1es
12
Investments other securities. See Part IV, hne 11
13
Investments program-related. See Part IV, line 11
14
Intangible assets
15 Other assets. See Part IV, line 11
16 Total assets. Add lines 1 throuoh 15 <must eaual line 34)
17 Accounts payable and accrued expenses
18 Grants payable
19
Deferred revenue
20 Taxexempt bond hab1ht1es
21
Escrow or custodial account l1ab1hty.Complete Part IV of Schedule D
22
Payables to current and former officers, directors, trustees, key employees,
highest compensated employees, and d1squal1f1ed
persons. Complete Part II
of Schedule L
23
Secured mortgages and notes payable to unrelated third parties
24
Unsecured notes and loans payable to unrelated third parties
25
Other hab1ht1es.
Complete Part X of Schedule D
26
Total liabilities. Add lines 17 throuoh 25
Organizations that follow SFAS 117, check here
[X] and complete
lines 27 through 29, and lines 33 and 34.
27
Unrestricted net assets

c:
iii

(B)

End of year
2

....

Ill

Page 11

Sheet

30
31
32
33
34

30
31
32

1,497,156.
1,930,539.

33
34

1,834,066.
2,146,627.
Form 990 (2009)

932011 02-04-10

11290525

739466

Freedomworks
--~---

2009.03030
-~--

11
Freedomworks,

Inc.

FREEDOM!

Forll\ 990 (2009)

I Part

Free d omwor k s,

Inc.

5 2 -1 3 4 93 5 3

Page
Yes

12

Xt I Financial Statements and Reporting

Accounting method used to prepare the Form 990:

No

00

Dcash
D
Other
Accrual
If the organ1zat1onchanged its method of accounting from a pnor year or checked 'Other,' explain 1nSchedule O.

2a Were the organ1zat1on'sfinancial statements compiled or reviewed by an independent accountant?


b Were the organ1zat1on'sfinancial statements audited by an independent accountant?
c If 'Yes' to line 2a or 2b, does the organ1zat1onhave a committee that assumes respons1b11ityfor oversight of the audit,
review, or comp1lat1onof rts f1nanc1alstatements and selection of an independent accountant?

2a
2b

2c

If the organization changed either its oversight process or selection process during the tax year, explain 1nSchedule O.

d If 'Yes' to line 2a or 2b, check a box below to 1nd1catewhether the f1nanc1alstatements for the year were issued on a
consolidated basis, separate basis, or both:
D
Separate basis
[X] Consolidated basis D Both consolidated and separate basis
3a As a result of a federal award, was the organ1zat1onrequired to undergo an audit or audits as set forth 1nthe Single Audit
Act and OMB Circular A133?
b If 'Yes,' did the organ1zat1onundergo the required audit or audits? If the organ1zat1ondid not undergo the required audit
or audits exola1n whv 1nSchedule O and describe anv steos taken to underao such audits.

3a

3b
Form 990 (2009)

932012 02-04-10

11290525

739466

Freedomworks

2009.03030

12
Freedomworks,

Inc.

FREEDOM!

c r
-'WI'----.....
~rucn111

(Form 990 or 990-EZ)

Dnli+i"~I
I VII
l,l..,1,,1.1

r~mn~inn
...........
I lf-'

...

1::,1

~n,..

.........

I._''...,.,
nhh\linn1

Ar+iuitioc::
w

'::J' ..,.,

OMB No 1545-0047

1 .,_......,

2009

For Organizations Exempt From Income Tax Under section 501 (c) and section 527
~ Complete if the organization is described below.
~ Attach to Form 990 or Form 990-EZ. .....See se arate instructions.

Department of the Treasury


Internal Revenue Service

()pen to Public

fnspection

If the organization answered "Yes," to Form 990, Part IV, line 3, or Form 990-EZ, Part VI, line 46 (Political Campaign Activities), then
Section 501 (c)(3) organ1zat1ons:Complete Parts lA and B Do not complete Part 1-C
Section 501 (c) (other than section 501 (c)(3))organ1zat1ons:Complete Parts I-A and C below. Do not complete Part lB.
Section 527 organ1zat1ons:Complete Part lA only.
If the organization answered "Yes," to Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Section 501 (c)(3) organ1zat1onsthat have filed Form 5768 (election under section 501 (h)). Complete Part llA. Do not complete Part llB
Section 501 (c)(3) organ1zat1onsthat have NOT filed Form 5768 (election under section 501 (h)): Complete Part llB. Do not complete Part llA
If the organization answered "Yes," to Form 990, Part IV, line 5 (Proxy Tax), then
Section 501 c 4 5 , or 6 or an1zat1ons:Com lete Part Ill.
Name of organ1zat1on

Freedomworks
Part lA

Complete if the organization

Employer identification

Inc.

number

52-1349353

is exempt under section 501 (c) or is a section 527 organization.

1
2

Provide a description of the organization's direct and 1nd1rectpolitical campaign act1v1t1es


1nPart IV.
Pol1t1calexpenditures
3 Volunteer hours

~$

_______

Enter the amount of any excise tax incurred by the organization under section 4955
Enter the amount of any excise tax incurred by organ1zat1onmanagers under section 4955
3 If the organization incurred a section 4955 tax, did rt file Form 4720 for this year?
4a Was a correction made?
b If 'Yes ' describe 1nPart IV.

~$

_______

1 Enter the amount directly expended by the filing organ1zat1onfor section 527 exempt function act1v1t1es
2 Enter the amount of the filing organ1zat1on'sfunds contributed to other organ1zat1onsfor section 527

~ $ ----------

IPart

l-B j Complete if the organization is exempt under section 501 (c)(3).

1
2

IPart

~$~~~~~~DYes
0Yes

0No
0No

1-Cj Complete if the organization is exempt under section 501 (c), except section 501 (c)(3).

exempt function act1v1t1es

$ ---------

3 Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120POL,
4
5

line 17b
~$-~~--~~Did the f1l1ngorganization file Form 1120-POL for this year?
D
Yes
D
No
Enter the names, addresses and employer 1dentlf1cat1onnumber (EIN) of all section 527 political organizations to which payments were made.
For each organ1zat1onlisted, enter the amount paid from the filing organization's funds. Also enter the amount of political contributions received
that were promptly and directly delivered to a separate pol1t1calorgan1zat1on,such as a separate segregated fund or a political action committee
(PAC). If add1t1onalspace 1sneeded, provide 1nformat1onin Part IV.
(a) Name

(b) Address

(c) EIN

(e) Amount of polrt1cal


(d) Amount paid from
filing organ1zat1on's contnbut1ons received and
promptly and directly
funds. If none, enter -0.
delivered to a separate
pol1t1calorganization
If none, enter -0-.

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Schedule C (Form 990 or 990-EZ) 2009

LHA

932041 02-04-10

11290525

739466

Freedomworks

2009.03030

21
Freedomworks,

Inc.

FREEDOMl

C:rh,.rl111 ..

r,i=nrmaan,...aan.c:7\?nna
1

F'r,:::,,:::,rlnmWnrl<c::.

!-P~-rt-U-A
j -c'~;,;pl~t~if-th;w~;ga~~;ti;n-i-~-~;;~~t

Tnl"'
""-1349353
und~; ~ection 501(c)(3) and filed Form 5768

Pc1yt:l2

(election under section 501(h)).

D
.... D

A Check ....
B heck

1fthe f1l1ngorganization belongs to an affiliated group.


If

the f11inaoraan1zat1onchecked box A and 'l1m1tedcontrol' prov1s1onsaooly.


(a) F1l1ng
organ1zat1on's
totals

Limits on Lobbying Expenditures


(The term "expenditures" means amounts paid or incurred.)

(b) Aff1l1atedgroup
totals

1a Total lobbying expenditures to influence public opinion (grass roots lobbying)


b Total lobbying expenditures to influence a leg1slat1vebody (direct lobbying)
c Total lobbying expenditures (add lines 1a and 1b)
d Other exempt purpose expenditures
e Total exempt purpose expenditures (add lines 1c and 1d)
f Lobbv1nc nontaxable amount. Enter the amount from the follow1nc table 1nboth columns.
If the amount on line 1e, column (a) or (b) 1s

The lobbying nontaxable amount is:

Not over $500,000

20% of the amount on line 1e.

Over $500 000 but not over $1,000 000

$100,000 plus 15% of the excess over $500,000.

Over $1,000 000 but not over $1,500,000

$175 000 plus 10% of the excess over $1,000 000

Over $1 ,500 ,000 but not over $17 000 ,000


Over $1 7 000 000

$225 000 Plus 5% of the excess over $1,500,000.


$1000000.

g Grassroots nontaxable amount (enter 25% of line 1f)


h Subtract line 1g from line 1a. If zero or less, enter -0
i Subtract line 1f from line 1c. If zero or less, enter O
If there 1san amount other than zero on either line 1h or line 11,did the organ1zat1onfile Form 4 720

Oves

reporting section 4911 tax for this year?

0No

4-Year Averaging Period Under Section 501 (h)


(Some organizations that made a section 501 (h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year
(or fiscal year beginning in)

(a) 2006

{b) 2007

(d) 2009

(c) 2008

(e) Total

2a Lobbv1na nontaxable amount


b Lobbying ceiling amount
(150% of line 2a, column(e))
c Total lobbv1na exoendrtures
d Grassroots nontaxable amount
e Grassroots ce1l1ngamount
(150% of line 2d, column (e))
f Grassroots lobbv1na expenditures
Schedule C (Form 990 or 990-EZ) 2009

932042 02-04-10

11290525

739466

Freedomworks

2009.03030

22
FreedomWorks,

Inc.

FREEDOM!

Sc"}edu!e C-{Fcrm 990 cr990EZ} 2009

IPart H-B I Complete

Fr,:lerlom.Works;

Inc.

52-1319

35 3

if the organization is exempt under section 501 (c)(3) and has NOT filed Form 5768
(election under section 501 (h)).
(a)
Yes

(b)
No

Amount

Dunng the year, did the fiilng organ1zat1on attempt to influence foreign, national, state or
local leg1slat1on,1nclud1ngany attempt to influence pubhc op1n1onon a leg1slat1vematter
or referendum, through the use of.

a Volunteers?
b Paid staff or management (include compensation ,n expenses reported on lines 1c through 11)?
c Media advertisements?
d Ma1ilngs to members, legislators, or the pubhc?
e Publ1cat1ons, or pubhshed or broadcast statements?
f Grants to other organ1zat1ons for lobbying purposes?
g Direct contact with legislators, their staffs, government off1c1als,or a leg1slat1vebody?
h Ralhes, demonstrations, seminars, conventions, speeches, lectures, or any s1m1larmeans?

i Other act1v1t1es?If 'Yes,' descnbe 1n Part IV


j Total. Add lines 1c through 11
2a Did the act1vrt1es1nhne 1 cause the organ1zat1onto be not descnbed 1nsection 501 (c)(3)?
b If 'Yes,' enter the amount of any tax incurred under section 4912
c If 'Yes,' enter the amount of any tax incurred by organ1zat1onmanagers under section 4912
d If the f1l1nnornan1zat1on incurred a section 4912 tax did 1tfile Form 4 720 for this vear?

!Part Ill-Al Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section
501(c)(6).
Yes

Were substantially all (90% or more) dues received nondeductible by members?

Did the organ1zat1onmake only 1nhouse lobbying expenditures of $2,000 or less?

Did the oraan1zat1onaaree to carrvover lobbv1na and aoht1cal exaend1tures from the cr1or vear?

No

x
x

!Part Ill-Bl Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section
501 (c)(6) if BOTH Part Ill-A, lines 1 and 2 are answered "No" OR if Part Ill-A, line 3 is answered
"Yes"
1

Dues, assessments and s1m1laramounts from members

Section 162(e) nondeductible lobbying and poht1cal expenditures (do not include amounts of political

expenses for which the section 527(f) tax was paid).

3
4

a Current year
b Carryover from last year

2a

c Total

2c

2b

Aggregate amount reported ,n section 6033(e)(1 )(A) notices of nondeductible section 162(e) dues

If notices were sent and the amount on line 2c exceeds the amount on hne 3, what portion of the excess
does the organ1zat1onagree to carryover to the reasonable estimate of nondeductible lobbying and poht1cal
expenditure next year?

Taxable amount of lobbv,na and ooht1cal exoend1tures (see 1nstruct1onsl

!Part IV

Sunnlemental

Information

Complete this part to provide the descnpt1ons required for Part lA, line 1; Part lB, hne 4; Part lC, line 5; and Part 118,hne 11.Also, complete this part
for any addrt1onal 1nformat1on.

Schedule C (Form 990 or 990-EZ) 2009


932043 020410

11290525

739466

Freedomworks

2009.03030

23
Freedomworks,

Inc.

FREEDOM!

n
..................................

'W'Wt't''""'

(Form 990)

~ Complete if the organization answered "Yes," to Form 990,

~rhorl11lo

C, ,..,...,.1,... .... ,...... +.,.1 Ci ... -.. ....... i ... l ~+ ...+-I l'vl

I l,QI

II IQI

l"IQI

""'1,0

l,'C,I

....-+11,.>
....

2009

Part IV, line 6, 7, 8, 9, 10, 11, or 12.


~ Attach to Form 990. ~ See separate instructions.

Department of the Treasury


Internal Revenue Service

Open to Public
Inspection

Name of the organization

Employer identification number

Freedomworks
Part J

OMB No 1545-Q0~7

I IIC,I

Organizations

Inc.

52-1349353

Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete 1fthe

organ1zat1onanswered 'Yes' to Form 990, Part IV, line 6


(a) Donor advised funds

(b) Funds and other accounts

Total number at end of year


2 Aggregate contributions to (during year)
3 Aggregate grants from (during year)
4 Aggregate value at end of year
5 Did the organization inform all donors and donor advisors 1nwriting that the assets held 1ndonor advised funds
are the organ1zat1on'sproperty, subject to the organization's exclusive legal control?
6 Did the organ1zat1oninform all grantees, donors, and donor advisors 1nwriting that grant funds can be used only
for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose confernng
1m erm1ss1ble nvate benefit?
Part H Conservation Easements. Complete 1fthe organ1zat1onanswered 'Yes' to Form 990, Part IV, line 7.
1

0Yes

0No

0Yes

0No

Purpose(s) of conservation easements held by the organ1zat1on(check all that apply)

D
D
D

a
b
c
d

D
D

Preservation of land for public use (e.g., recreation or pleasure)


Preservation of an historically important land area
Protection of natural habitat
Preservation of a certified historic structure
Preservation of open space
Complete lines 2a through 2d 1fthe organ1zat1onheld a qual1f1edconservation contribution 1nthe form of a conservation easement on the last
day of the tax year.
Held at the Endal the Tax Year
2a
Total number of conservation easements
2b
Total acreage restricted by conservation easements
2c
Number of conservation easements on a cert1f1edhistoric structure included 1n(a)
2d
Number of conservation easements included 1n(c) acquired after 8/17 /06

Number of conservation easements mod1f1ed,transferred, released, ext1ngu1shed,or terminated by the organ1zat1onduring the tax
year~ ______
_

4
5

Number of states where property subject to conservation easement 1slocated ~


Does the organ1zat1onhave a written policy regarding the periodic monitoring, 1nspect1on,handling of
v1olat1ons,and enforcement of the conservation easements rt holds?
Staff and volunteer hours devoted to mon1tonng, 1nspect1ng,and enforcing conservation easements during the year~
Amount of expenses incurred 1nmonitoring, 1nspect1ng,and enforcing conservation easements during the year~ $ ______

6
7
8

0No

Yes

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(8)0)
0No
and section 170(h)(4)(8)(11)?
Yes
In Part XIV, describe how the organ1zat1onreports conservation easements in its revenue and expense statement, and balance sheet, and
include, 1fapplicable, the text of the footnote to the organ1zat1on'sfinancial statements that descnbes the organization's accounting for

conservation easements.

l Part HJj

Organizations

Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.

Complete 1fthe organ1zat1onanswered 'Yes' to Form 990, Part IV, line 8.


1a If the organ1zat1onelected, as permitted under SFAS 116, not to report in 1tsrevenue statement and balance sheet works of art, historical
treasures, or other s1m1larassets held for public exh1b1t1on,
education, or research in furtherance of public service, provide, 1nPart XIV, the text of
the footnote to its financial statements that descnbes these items.
b If the organ1zat1onelected, as permitted under SFAS 116, to report 1n1tsrevenue statement and balance sheet works of art, h1stoncaltreasures,
or other s1m1larassets held for public exh1brt1on,education, or research 1nfurtherance of public service, provide the following amounts relating to
these items.
(i) Revenues included 1nForm 990, Part VIII, line 1

~$

$ ______

(ii) Assets included 1nForm 990, Part X


If the organ1zat1onreceived or held works of art, hlstoncal treasures, or other s1m1larassets for financial gain, provide
the following amounts required to be reported under SFAS 116 relating to these Items:
a Revenues included in Form 990, Part VIII, line 1
b Assets included 1nForm 990, Part X

~
~

_______

$ ______
$ ______

_
_

_
_

Schedule D (Form 990) 2009

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
932051
0201-10

11290525

739466

Freedomworks

2009.03030

24
Freedomworks,

Inc.

FREEDOMl

Inc.
Part 1H Or anizations Maintainin
3

r:;")
~--"
.J'
- 1.L ..J')IIQ')r:;')
J .J J .J
Id
or Other Similar Assets continue
"':I:

Collections of Art Historical Treasures

t:t'

Using the organization's acqu1s1t1on,


accession, and other records, check any of the following that are a s1gn1ficantuse of its collection items
(check all that apply):

D
D

D
D

Public exh1b1t1on
d
Loan or exchange programs
Scholarly research
e
Other
c
Preservation for future generations
4 Provide a descnpt1on of the organization's collections and explain how they further the organ1zat1on'sexempt purpose 1nPart XIV.
5 Dunng the year, did the organ1zat1onsol1c1tor receive donations of art, historical treasures, or other s1m1larassets
to be sold to raise funds rather than to be ma1nta1nedas art of the or an1zat1on'scollection?
Yes
Part W Escrow and Custodial Arrangements. Complete 1forgan1zat1onanswered 'Yes' to Form 990, Part IV, line 9, or
reported an amount on Form 990, Part X, line 21.
a
b

----------------------~

1a Is the organ1zat1onan agent, trustee, custodian or other 1ntermed1aryfor contributions or other assets not included
on Form 990, Part X?
b If 'Yes,' explain the arrangement 1nPart XIV and complete the following table:

0No

0Yes

0No

Amount
c Beginning balance
d Add1t1onsduring the year
e D1stnbut1onsduring the year

Ending balance
2a Did the organ1zat1oninclude an amount on Form 990, Part X, line 21?
b If 'Y es exo1a1n
I the arranaement 1nPart XIV
Endowment Funds. Complete 1fthe organ1zat1onanswered 'Yes' to Form 990, Part IV, line 10.
PartV

1c
1d
1e
1f

Dves

0No

(cl Two vears back Id\ Threevearsback (el Fourvearsback


(a) Current year
(bl Prior year
1a Beg1nn1ngof year balance
b Contributions
c Net investment earnings, gains, and losses
d Grants or scholarships
e Other expenditures for fac1l1t1es
and programs
f Admin1strat1veexpenses
g End of year balance
2 Provide the estimated percentage of the year end balance held as:
a Board designated or quasi-endowment ....
%
b Permanent endowment ....
%
c Term endowment ....
%
3a Are there endowment funds not 1nthe possession of the organ1zat1onthat are held and administered for the organ1zat1on
Yes No
by
3a(i)
(i) unrelated organ1zat1ons
3afiil
(ii) related organizations
3b
b If 'Yes' to 3a(11),are the related organ1zat1onslisted as required on Schedule R?
4
Descnbe1n Part XIV the intended uses of the oraan1zat1on'send owment f unds.
Part VI Investments - Land, Buildings, and Equipment. See Form 990, Part x. line 10.
(cl) Book value
(c) Accumulated
(a) Cost or other
(bl Cost or other
Description of investment
basis (other)
deprec1at1on
basis Onvestment)

1a Land
b Bu1ld1ngs
146,358.
c Leasehold improvements
531,399.
d Equipment
69,472.
e Other
Total. Add lines 1a throuah 1e. (Column (d) must eaua/ Form 990 Part X column (Bl. line 1Ofcl.I

129,200.
394,989.
67,646.

....

17,158.
136,410.
1,826.
155,394 .

Schedule D (Form 990) 2009

932052
02-01-10

11290525

739466

Freedomworks

25
Freedomworks,

2009.03030
-

----

-------------

Inc.

FREEDOMl

--..----- ......................
............
._

I Part Vlll

Investments

------ ---
- Other Securities.
...

_.

Tn,-,
..........

~~

____

...__ ...

Q\.,11;1 V

See Form 990, Part X, l1ne 12.

(a) Description of security or category


(1nclud1ngname of security)

(c) Method of valuation.


Cost or endofyear market value

(b) Book value

F1nanc1alderivatives
Closely-held equity interests
Other

Total ICol lb\ must eaual Form 990 Part X col 18\ line 12 \ ~

I Part VIII! Investments

- Program Related.

See Form 990 Part

(a) Description of investment type

x. line 13.
(c) Method of valuation:
Cost or endofyear market value

(b) Book value

Total. ICol lb\ must eoual Form 990 Part X col IB\ line 13 \ ~
Assets. See Form 990, Part X, line 15
(a) Descnpt1on

I Part IX 1 Other
Due from

related

(b) Book value

618,434.

organizations

Total. (Column (bl must eoua/ Form 990 Part X co/ fBJ ltne 15.J
Other Liabilities. See Form 990, Part X, line 25.
(a) Descnpt1on of hab1hty
1.

618,434.

I Part X I

(b) Amount

Federal income taxes

Deferred

65,446.

rent

Total. (Column (b) must eaua/ Form 990 Part X, co/ fBJ /,ne 25.J

65,446.

2. FIN 48 Footnote. In Part XIV, provide the text of the footnote to the organ1zat1on'sfinancial statements that reports the organ1zat1on's hab1lrtyfor

uncertain tax pos1t1onsunder FIN 48


932053
02-0110

11290525

Schedule D (Form 990) 2009

739466

FreedomWorks

2009.03030

26
Freedomworks,

Inc.

FREEDOMl

--,----

- - ----..--., _,

?nna
. -aam
...........
.._............

C:,-h .. r1, i1.. n.1~,vm

....

I Part XJ l Reconciliation

_.

Tn,..
......
~

J,-

Total revenue (Form 990, Part VIII, column (A), line 12)

Total expenses (Form 990, Part IX, column (A), line 25)

3
4

Net unrealized gains (losses) on investments

1
2

Excess or (def1c1t)for the year. Subtract line 2 from line 1

3
4

Donated services and use of fac11it1es

Investment expenses

Prior period adjustments

Other (Describe in Part XIV.)

Total adjustments (net) Add lines 4 through 8

9
10

Excess or (def1c1tlfor the vear oer audited f1nanc1alstatements. Combine lines 3 and 9

IPart XII l Reconciliation


1
2

of Revenue per Audited Financial Statements With Revenue per Return

Total revenue, gains, and other support per audited f1nanc1alstatements


Amounts included on line 1 but not on Form 990, Part VIII, line 12:

a Net unrealized gains on investments


b Donated services and use of fac11it1es

2a
2b

c Recoveries of prior year grants


d Other (Describe in Part XIV.)

2d

2c

e Add lines 2a through 2d


3
4

2e

Subtract line 2e from line 1

Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b
b Other (Describe 1nPart XIV.)

I 4a I
4b

c Add lines 4a and 4b

4c

Total revenue. Add lines 3 and 4c. (This must eaual Form 990 Part I /me 12 )

I Part XHll Reconciliation


1
2

Total expenses and losses per audited financial statements


Amounts included on line 1 but not on Form 990, Part IX, line 25.
2a
2b
2c

c Other losses
d Other (Describe in Part XIV.)
e Add lines 2a through 2d
4

of Expenses per Audited Financial Statements With Expenses per Return

a Donated services and use of fac1l1t1es


b Prior year adjustments

A
.-auto~

of Change in Net Assets from Form 990 to Audited Financial Statements

9
10

... _,"2'.J...J.J.J

2d
2e

Subtract line 2e from line 1


Amounts included on Form 990, Part IX, line 25, but not on line 1

I 4a I

a Investment expenses not included on Form 990, Part VIII, line 7b

4b

b Other (Describe 1nPart XIV.)

4c

c Add lines 4a and 4b


5 Total exoenses. Add lines 3 and 4c. rTh1smust eaual Form 990 Part I /me 18.J

I Part XlVI Supplemental

Information

Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part Ill, lines 1a and 4; Part IV, lines 1band 2b; Part V, line 4; Part
X, line 2; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any add1t1onal1nformat1on.

Schedule D (Form 990) 2009


932054
020110

11290525

739466

FreedomWorks

2009.03030

27
Freedomworks,

Inc.

FREEDOM!

..

~,... .- .........
.....
U
(Form \)90 or 990-EZ)

Department of the Treasury


Internal Revenue Service

Name of the organ1zat1on

'-'1 .. IU

l'IU

I.J ... Juu-.1

2009

.... Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
Open To Public
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
Inspection
.... Attach to Form 990 or Form 990-EZ ..... See se arate instructions.
Employer identification number

Freedomworks

IPart J I

.. -.. ., .............

..... "

Suppie,nentai inforrr1ation Regarding


Fundraising or Gaming Activities

~~nCLIUL.C

Fundraising Activities.

Inc.

52-1349353

Complete 1fthe organ1zat1onanswered 'Yes' to Form 990, Part IV, line 17. Form 990EZ filers are not

required to complete this part.

1 Indicate whether the organization raised funds through any of the following act1v1t1es.Check all that apply.
a
b
c
d

00
00
00
00

00
D
g D

Mail sohc1tat1ons

Internet and email sol1c1tat1ons

Phone sol1c1tat1ons
lnperson sol1c1tat1ons

Sohc1tat1onof nongovernment grants


Sol1c1tat1on
of government grants
Special fundra1s1ngevents

2 a Did the organ1zat1onhave a wntten or oral agreement with any 1nd1v1dual


Onclud1ngofficers, directors, trustees or
key employees listed in Form 990, Part VII) or entity 1nconnection with professional fundra1s1ngservices?
Yes
b If 'Yes,' list the ten highest paid 1nd1v1duals
or ent1t1es(fundra1sers)pursuant to agreements under which the fundra1ser 1sto be
compensated at least $5,000 by the organization.

00

(v) Amount paid


to (or retained by)
fundra1ser
fisted 1ncol. (i)

(iii) Did

(i) Name of 1nd1v1dual


or entity (fundra1ser)

(ii) Activity

(iv) Gross receipts


from act1v1ty
h~~~~~~r~r
fundra1ser

contnbut,ons?

Clearword
Communication

Group,

IFundraising
~ounsel

Yes

....

Total

0No

(vi) Amount paid


to (or retained by)
organ1zat1on

No

1,201,340.

1,201,340

35,035.

1,166,305.

35,035.

1,166,305.

3 List all states 1nwhich the organization is registered or licensed to sol1c1tfunds or has been not1f1ed1t1sexempt from reg1strat1onor licensing.

AL,AK,AR,AZ,CA,CO,CT,DE,FL,GA,HI,ID,IL,IN,IA,KS,KY,LA,ME,MD,MA,MI,MN,MS,MO
MT,NE,NV,NJ,NM,NY,NC,ND,OH,OK,OR,NH,PA,RI,SC,SD,TN,TX,UT,VT,VA,WA,WV,WI

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

ScheduleG (Form 990 or 990-EZ)2009

932081 02-03-10

28

11290525

739466

Freedomworks

2009.03030

Freedomworks,

Inc.

FREEDOM!

Part If

Fundraising Events.

Inc.

FreedomtIorks

Sl,;in~duie:=G"'Furrn~~uor99GEZ'2009

52-1349353

Pa e2

Complete 1fthe organ1zat1on answered 'Yes to Form 990, Part IV, line 18, or reported more than $15,000

on Form 990EZ, line 6a. List events with gross receipts greater than $5,000 .

(a) Event #1

(b) Event #2

(c) Other events

(d) Total events


(add col. (a) through

(event type)

Q)

:::,

c
Q)
>
Q)

a:

Gross receipts

less: Chantable contributions

Gross income (line 1 minus line 2)

Cash prizes

en
5
Q)
en

(event type)

col (c))

(total number)

Noncash prizes

Q)

a. 6

RenUfac1l1tycosts

ti
!!! 7
i:5

Food and beverages

JS

Entertainment

Other direct expenses

....

10 Direct expense summary Add lines 4 through 9 1ncolumn (d)

11 Net income summarv. Combine line 3 column Id\ and line 10


Part HI j Gaming. Complete 1fthe organ1zat1on answered 'Yes' to Form 990, Part IV, line 19, or reported more than

....

$15,000 on Form 990EZ, line 6a.


Q)

(bl Pull tabs/instant


bingo/progressive bingo

(a) Bingo

:::,

cQ)

(d) Total gaming (add


col (a) through col. (c))

(c) Other gaming

>
Q)

a:

Gross revenue

2
en
Q)
en
c

Cash prizes

a. 3

Noncash prizes

ti
!!! 4
i:5

RenUfac11itycosts

Q)

JS

Other direct expenses

Volunteer labor

Direct expense summary. Add lines 2 through 5 in column (d)

.... (

Net aam1na income summarv. Combine line 1 column (dl and line 7

....

Dves

% Dves

% Dves

0No

0No

0No

Yes
9

No

Enter the state(s) 1nwhich the organization operates gaming act1V1t1es:


9a

a Is the organ1zat1on licensed to operate gaming act1v1t1esin each of these states?


b If 'No,' explain:

10a

1Oa Were any of the organ1zat1on's gaming licenses revoked, suspended or terminated dunng the tax year?
b If 'Yes,' explain:

11
12

11

Does the organization operate gaming act1v1t1esWith nonmembers?


Is the organ1zat1on a granter, beneficiary or trustee of a trust or a member of a partnership or other entity formed to

12

adm1n1ster chantable aam1na?

Schedule G (Form 990 or 990-EZ) 2009

932082 0200 10

11290525

739466

FreedomWorks

2009.03030

29
Freedomworks,

Inc.

FREEDOM!

'-'t...1~C'uu1C' u lrOiiT1 :,:,v

Oi ::,::,vcL..i .:::.vu::,

,L

..L '-'-Y""",uL,,....,..L

n .. ~ I

.L.&.J.V

Paae .-;
Yes No

.JG-.1....;,~::,.;,.J.;,

13 Indicate the percentage of gaming act1v1tyoperated rn:


a The organ1zat1on'sfacility

13a
13b

b An outside fac1l1ty

%
%

14 Enter the name and address of the person who prepares the organ1zat1on'sgamrng/spec1al events books and records:
Name..,.
Address ..,.

15a Does the organ1zat1onhave a contract with a third party from whom the organ1zat1onreceives gaming revenue?
b If 'Yes,' enter the amount of gaming revenue received by the organ1zat1on ... $
of gaming revenue retained by the third party ..,. $

15a

and the amount

c If 'Yes,' enter name and address of the third party:


Name..,.
Address ..,.

16 Gaming manager 1nformat1on:


Name..,.
Gaming manager compensation

...

Descnpt1on of services provided ..,.

D1rector/off1cer

Employee

Independent contractor

17 Mandatory d1stnbut1ons:
a Is the organ1zat1onrequired under state law to make chantable d1stnbut1onsfrom the gaming proceeds to
17a

retain the state gaming license?

b Enter the amount of d1stnbut1ons required under state law to be d1stnbuted to other exempt organ1zat1onsor spent rn the
oraanrzat1on's own exemot act1v1t1esdunno the tax vear ..,. $
Schedule G (Form 990 or 990-EZ) 2009

932083 02-03-10

11290525

739466

FreedomWorks

2009.03030

30
Freedomworks,

Inc.

FREEDOM!

~l"UCr'\111

,._..,V~I.C
(Form990)

WWI

r,......,. ... ,.. ...............


;............. , ......................
: ........

-\.llllt,l"-ll~DLIUII

'1tl

IIIIVI

UMt)

IIIQLIVII

Name of the organization

Open to Public
Inspection
Employer identification

Freedomworks,
Part l

l:>4:>-W4f

2009

For certain Officers, Directors, Trustees, Key Employees, and Highest


Compensated Employees
.... Complete if the organization answered "Yes" to Form 990,
Part IV, line 23.
.... Attach to Form 990.
.... See seoarate instructions.

Department of the Treasury


Internal Revenue Service

NO,

Inc.

number

52-1349353

Questions Regarding Compensation


Yes

No

1a Check the appropriate box(es) 1fthe organization provided any of the following to or for a person listed 1n Form 990,
Part VII, Section A, line 1a. Complete Part Ill to provide any relevant information regarding these items.

[X]

F1rstclass or charter travel

Travel for companions

D
D

D
D

Housing allowance or residence for personal use


Payments for business use of personal residence

Tax 1ndemn1f1cat1onand grossup payments

Health or social club dues or 1n1t1at1on


fees

D1scret1onary spending account

[X]

Personal services (e.g., maid, chauffeur, chef)

b If any of the boxes on line 1a are checked, did the organ1zat1on follow a written policy regarding payment or
reimbursement

or prov1s1on of all of the expenses described above? If 'No,' complete Part Ill to explain

1b

Did the organ1zat1on require substant1at1on prior to re1mburs1ng or allowing expenses incurred by all officers, directors,
trustees, and the CEO/Executive Director, regarding the items checked In line 1a?

Indicate which, 1fany, of the following the organ1zat1on uses to establish the compensation

of the organ1zat1on's

CEO/Executive Director. Check all that apply.

[X]

Compensation

Independent compensation

[X]

Form 990 of other organ1zat1ons

committee
consultant

Wntten employment contract

[X]
[X]

Approval by the board or compensation committee

Compensation survey or study

Dunng the year, d1d any person listed 1n Form 990, Part VII, Section A, line 1a, with respect to the filing
organ1zat1on or a related organization:

a Receive a severance payment or changeofcontrol payment?

4a

b Part1c1pate 1n, or receive payment from, a supplemental nonqual1f1ed retirement plan?

4b

c Part1c1pate 1n, or receive payment from, an equ1tybased compensation arrangement?

4c

x
x
x

If 'Yes' to any of lines 4ac, list the persons and provide the applicable amounts for each item 1n Part Ill.

Only section 501 (c)(3) and 501 (c)(4) organizations

must complete lines 5-9.

For persons listed 1n Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the revenues of:

a The organ1zat1on?

5a

b Any related organization?

5b

x
x

a The organization?

6a

b Any related organization?

6b

If 'Yes' to line Sa or Sb, describe 1n Part Ill.

For persons listed 1n Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the net earnings of.

If 'Yes' to line 6a or 6b, descnbe 1n Part Ill.


7

For persons listed 1n Form 990, Part VII, Section A, line 1a, did the organ1zat1on provide any nonf1xed payments
not described 1n lines Sand 6? If 'Yes,' describe 1n Part Ill

Were any amounts reported 1n Form 990, Part VII, paid or accrued pursuant to a contract that was subJect to the
1n1t1alcontract exception descnbed 1n Regs. section S3.49S64(a)(3)? If 'Yes,' descnbe in Part Ill

If 'Yes' to line 6, d1d the organization also follow the rebuttable presumption procedure descnbed 1n

Reaulat1ons section S3.49S66(cl?


LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions

Schedule J (Form 990) 2009

for Form 990.

932111
0202-10

11290525

739466

Freedomworks

2009.03030

31
Freedomworks,

Inc.

FREEDOMl

FreedomWorks,

Schedule J {Form 990) 2009


Part

ll

I Officers,

Directors,

52-1349353

Inc.

Trustees, Key Employees, and High~st Compensated

Paqe;Z

Employees. Use Schedule J1 1fadd1t1onal space 1sneeded

For each 1nd1v1dualwhose compensation must be reported 1nSchedule J, report compensation from the organ1zat1onon row (Qand from related organizations, described 1nthe instructions, on row {i1).
Do not list any 1nd1v1dualsthat are not listed on Form 990, Part VII.
Note. The sum of columns (B)(Q~lijmust equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(8) Breakdown of W2 and/or 1099MISC compensation
(i) Base
compensation

(A) Name

(i)

Hon. Richard

K. Armey

(ii)
(i)

Matt Kibbe

(ii)

Judith

(ii)

(i)

Mulcahy

(i)

Wayne Brough

(ii)

Mary Byrne

(ii)

Max Pappas

(ii)

(i)
(i)

250,000.
250,000.
110,959.
149,020.
68,959.
68,959.
52,246.
70,168.
62,550.
84,006.
57,053.
76,624.

(ii) Bonus &


1ncent1ve
compensation

(iii) Other
reportable
compensation

4,343.
5,833.

(C)
Retirement and
other deferred
compensation

7,042.
9,458.
6,750.
6,750.
7,042.
9,458.
3,187.
4,280.

(D)
Nontaxable
benefits

9,151.
12,291.
10,074.
10,074.
4,903.
6,585.
3,141.
4,219.
4,591.
6,165.

(E)
Total of columns
(B)ro(D)

(F)
Compensation
reported in pnor
Form 990 or
Form 990EZ

250,000.
250,000.
131,495.
176,602.
85,783.
85,783.
64,191.
86,211.
65,691.
88,225.
64,831.
87,069.

(i)
liil
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)

(i)
Iii)
(i)
(ii)
(i)
liil
Schedule J (Form 990) 200~1
932112 020210

32

Schedule J (Form 990) 2009


Part I Supplemental Information

Freedomworks,

Inc.

52-1349353

Paae3

Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, Sa, Sb, 6a, 6b, 7, and 8. Also complete this part for any add1t1onal1nformat1on

Part

I,

contract!

Personal
transport

Line

la:

flies

First-class
first-class

services:
to airport

Richard

travel:
for

b~siness

Arme~--

or around

Richard

city

Armey - pursuant

to terms

of

trips.

uses

driving

for

business

service

occasionally

for

trips.

Schedule J (Form 990) 2009


932113 02-02-10

33

-r .......................
: ...........,a,:.a.L.. 1.... .a.--.-.........a......-.1 n ....- .............
.....

SCHEDULE L

I I a1

l.:)Q\,

LIVI

1.:,

.... ILi I II ILC'I

c;.:, LC'U

C'I .>VI

1.:,

~ Complete if the organization answered


"Yes" on Form 990, Part IV, line 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
~ Attach to Form 990 or Form 990-EZ. ~ See separate instructions.

(Form 090 or 990-EZ)


Department of the Treasury
Internal Revenue Service

2009
Open Ta Public

Inspection

Name of the organization

Employer identification

Freedomworks
Part J

Excess Benefit Transactions

comolete
1

Inc.

number

52-1349353

(section 501 (c)(3) and section 501 (c)(4) organ1zat1ons only).

1fthe oraan1zat1onanswered 'Yes' on Form 990, Part IV,line 25a or 25b, or Form 990EZ Part V, l1ne40b.

(a) Name of d1squal1f1edperson

(cl Corrected?

(b) Descnpt1on of transaction

Yes

No

Enter the amount of tax imposed on the organization managers or d1squallf1edpersons dunng the year under

~$

section 4958

______

$ _____

Como Iete If the oraan1zat1onanswered 'Y es' on Form 99 O, Part IV, I1ne26 , or Form 990 EZ Part V , 11ne38 a.
(f) Approved
(e) In
(a) Name of interested
(b) Loan to or from
(c) Ong1nal pnnc1pal
(d) Balance due
by board or
amount
person and purpose
the organization?
default?
committee?

(g) Wntten
agreement?

3 Enter the amount of tax, 1fany, on line 2, above, reimbursed by the organization

[ Part II I Loans to and/or From Interested Persons.

To

From

No

Yes

Total

I Part ml

Yes

No

Yes

No

Grants or Assistance Benefiting Interested Persons.


Comolete 1fthe oroan1zat1onanswered 'Yes' on Form 990 Part IV,line 27.

(a) Name of interested person

I Part

IV l Business Transactions

(c) Amount and type of


assistance

(b) Relat1onsh1pbetween interested person and


the organ1zat1on

Involving Interested Persons.


'Yes' on Form 990 Part IV, 11ne28 a

Co molete I the oraan1zat1onanswered


(a) Name of interested person

(b) Relat1onsh1pbetween interested


person and the organ1zat1on

28b , or 28 c.
(c) Amount of
transaction

(d) Descnpt1on of
transaction

(e) Shanng of
organ1zat1on's
revenues?
Yes

Richard
K. Armey
Terrv
Kibbe

Board member
spouse
!President's

LHA For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions

~onsultinq
Manaqement

250,000.
33,000.

No

x
x

Schedule L (Form 990 or 990-EZ) 2009

for Form 990 or 990-EZ.

See

Schedule

O for

Schedule

L Continuations

932131 02-01-10

11290525

739466

Freedomworks

2009.03030

34
Freedomworks,

Inc.

FREEDOM!

l!:!"--------.a.- ._ ...____

.;:JUt,Jt,Jlt::lllt::llli:21
(Form 990)

.&.~--

.&.-

...

___

LU ruu11

IIIIUrllldllUII

:,:,u

Name of the organ1zat1on

Part

concentration

March

Open tq Public
lnspection
Employer identification

Freedomworks

Form 990,

2009

Complete to provide information for responses to specific questions on


Form 990 or to provide any additional information.
.... Attach to Form 990.

Department of the Treasury


Internal Revenue Service

Form 990,

OMB No 15450047

"""

I,

Line

III,

on Washington:

of Organization

and economic

Line

2,

policy

New Program

A rally

at

number

52-1349353

1, Description

on fiscal

Part

Inc.

the

Mission:

issues.

Services:

Capitol

with

over

600,000

in

attendance.

Form 990,

Part

Discontinued

Form 990,

III,

a statewide

Part

III,

Tax & Budget:


through

Line

energy

Line

Promotes

education

Expenses$

258275.

Government

Affairs

Expenses$

105314.

3, Changes

4d,

Program

campaign

Other

fiscal

and research

in

Program

Services:

in Oregon.

Services:

and consumer-focused
in

domestic

economic

policies

markets.

including

grants

of$

O.

Revenue$

0.

including

grants

of$

0.

Revenue$

O.

Regulation
Expenses$

69454.

including

grants

of$

O.

Revenue$

O.

66970.

including

grants

of$

O.

Revenue$

0.

policy

advocacy,

education

and research

Research
Expenses$

Energy

& Environment:

on issues

related

Public
to

energy

policy

and its

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions

economic

impact.

for Form 990.

Schedule O (Form 990) 2009

932211
020310

11290525

739466

FreedomWorks

2009.03030

35
Freedomworks,

Inc.

FREEDOM!

~- ------.L-1

~UIJl,llt::l
(Form 990)

._...____ ...:__ ..._ ,. ___ """

llt::11 LCU II IIUII

lli:HIUII

ru1111

LU

OMB No 1545-0047

~~u

2009

Complete to provide information for responses to specific questions on


Form 990 or to provide any additional information.
.....Attach to Form 990.

Department of the Treasury


Internal Revenue Service

Open to Put1fic
lnspection

Name of the organ1zat1on

Employer identification

FreedomWorks
Expenses$

26780.

Inc.

including

grants

of$

Form

990,

Part

VI,

Section

A, line

6:

Form

990,

Part

VI,

Section

A, line

7a:

member

of

Trustees

is

990,

Part

B, line

11:

one

Form
the

senior

was

filed.

Form

990,

signed

the

Board

VI,

staff

Section
and

Part

of

VI,

reviewed

Section

B, Line

by the

Board

directors

and

employees

shall

conflict

between

If

such

conflict

Secretary

reviewed

to
and

990,

Part

audit

such

of

Freedomworks

the

or

relationship

and

on Freedomworks

Secretary

those

employee

Policy

it

is

Freedomworks

the

and

to

before

and Ethics

to

interests

members.

members

employees.

annually

bylaws,

990 was provided

committee

and

director

members.

by the

Governance

disclose

influence

Section

study

and other

similar

budgets.

process

of

any

VI,

counsel

at

A copy

12c:

to

be elected

Directors

the

has

of

shall

any direct

FreedomWorks.
provide

shall

refrain

until

the

the

from

matter

has

been

resolved.

a compensation

committee

exist,

notice

exert

to

O.

Revenue$

According

own individual

does

written

attempting

Form

their

of

0.

Freedomworks

by board

annually

number

52-1349353

based

15:

The process

on information

obtained

Washington,
This

DC based,

information

a semi-annual

includes

B, Line

compensation

is

Board
for

non-profit

then

meeting
the

presented
to

discuss

CEO, Treasurer

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions

includes

completion

from

outside

our

organizations
to

the

and vote

of
general

with

compensation
on.

and Chairman.

This
The

Schedule O (Form 990) 2009

for Form 990.

932211
02-03-10

11290525

739466

FreedomWorks

2009.03030

36
Freedomworks,

Inc.

FREEDOMl

crucn111..,."'.....
c n"'
............

~.------ ...- IIIIUIIIICILIUII


-~----.a.=--LU
.&.-

...:JUl-'1-'IIC:IIIIC:IILCII

(Form 990)

,.. ___

OMB No 1545-0047

"""

rur111

;:n,u

Name of the organization

the

for

determining

organization

Form 990,

Open to Public
lnspection
Employer identification

Freedomworks
process

2009

Complete to provide information for responses to specific questions on


Form 990 or to provide any additional information.
~ Attach to Form 990.

De11artment of the Treasury


Internal Revenue Service

is

Part

VI,

Inc.

compensation
determined

Line

of other

by the

17,

List

number

52-1349353

of

officers

or

key

employees

of

President.

States

receiving

copy

of

Form 990:

AL,AK,AR,AZ,CA,CO,CT,DE,FL,GA,HI,ID,IL,IN,IA,KS,KY,LA,ME,MD,MA,MI,MN,MS,MO
MT,NE,NV,NJ,NM,NY,NC,ND,OH,OK,OR,NH,PA,RI,SC,SD,TN,TX,UT,VT,VA,WA,WV,WI,NH

Form 990,

Part

VI,

available

upon

request.

copy

of

its

Section

Federal

Form 990,

Part

documents,

VI,

990 upon

c,

Section
policies

statements

18:

FreedomWorks

Form

certain

financial

C, Line

Freedomworks
makes

request

Line

19:

upon

available

and

conflict
request

its

Form 1024

a public

disclosure

on Guidestar.

Freedomworks

(including

available

makes

makes

of
based

its

interest

governing
policy)

on discretion

and

of

management.

Form 990,

Part

XI,

Line

2C

FreedomWorks

has

an audit

committee

oversight

the

audit

its

of

independent

accountant.

Sch L,

IV,

Part

(a)

Name of

(d)

Description

of

Business

Person:
of

financial

Transactions

Richard
Transaction:

that

assumes

responsibility

statements

Involving

and

Interested

for

selection

of an

Persons:

K. Armey
Consulting

services
Schedule O (Form 990) 2009

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
932211
0203-10

11290525

739466

Freedomworks

2009.03030

37
Freedomworks,

Inc.

FREEDOMl

OM B No 1545-004 7

Supplemental Information to Form 990


(Form 990)
Internal Revenue Service

Name of the organ1zat1on

Name of

(d)

Description

Form

990,

Average

Matt

Kibbe,

Terry

of

Per

VP of

A, Column

Max Pappas,

VP of

Public

per

per

& State

week

week
20 hours
23 hours

23 hours

Policy,

NW Regional

VP Fed.

20 hours

Research/Secretary,

Development,

Jordan,

Operations/Treasurer,

VP of

John

consulting

Organization

Director,

Mary Byrne,

Walker,

Management

23 hours

VP of

number

52-1349353

Week on Related

President,

Wayne Brough,

Richard

Inspection

Kibbe

Section

K. Armey,

Mulcahy,

Inc.

Transaction:

VII,

Hours

Richard

Judith

Person:

Part

Hon.

Open to Public
Employer identification

FreedomWorks
(a)

2009

Complete to provide information for responses to specific questions on


Form 990 or to provide any additional information.
~ Attach to Form 990.

De~artment of the Treasury

per

23 hours

Director,
Campaign,

per

per

week

week

week

per

23 hours
23 hours

week
per
per

week
week

Schedule O (Form 990) 2009

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
932211
02-03-10

38

11290525

739466

Freedomworks

2009.03030

FreedomWorks,

Inc.

FREEDOMl

SCHEDULER
(Form 990)

2009

.... Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
.... Attach to Form 990.
.... See separate instructions.

Department of the Treasury


lnJ~mal Rev~nue Serv1c~

Open to Public
Ins~

Name of the organization

Employer identification

Freedomworks,
Part I

Part fl

Identification

OMB No 1545-0047

Related Organizations and Unrelated Partnerships

Inc.

number

52-1349353

of Disregarded Entities (Complete rf the organization answered 'Yes' to Form 990, Part IV, line 33.)
(a)

(b)

(c)

(d)

(e)

(f)

Name, address, and EIN


of disregarded entity

Primary act1v1ty

Legal domicile (state or

Total income

End-ofyear assets

Direct controlling
entity

foreign country)

Identification of Related Tax-Exempt Organizations


organ1zat1onsduring the tax year.)

(Complete 1fthe organ1zat1onanswered 'Yes' to Form 990, Part IV, line 34 because rt had one or more related tax-exempt

(a)

(b)

(c)

(d)

(e)

(f)

Name, address, and EIN


of related organization

Primary act1v1ty

Legal dom1c1le(state or

Exempt Code
section

Public chanty
status (If section

Direct controlling
entity

foreign country)

501(c)(3))
FreedomWorks

Foundation

601 Pennsylvania
Washington

DC

FreedomWorks

Oregon

DC

601 Pennsylvania
Taxpayer

DC
Defense

601 Pennsylvania
Washington

N. Building

~romot1ng
t700

20004

and supporting

~ommon sense

economic

policies.

Ave.

DC

NW N. Building

02-0410

of Columbia

501(c)(J)

of

527

~/A

N/A

~olitical

Action

Committee

District

Columbia

~olitical

Action

Committee

::>regon

527

N/A

Political

Action

Committee

Oregon

527

N/A

PAC - 93-1305086

Ave.

NW N. Building

t700

20004
Fund - 41-2108993
Ave.
20004

NW

N. Building

t700

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions
932161

bistrict

t700

20004

FreedomWorks

Washington

- 52-1526916
NW

PAC - 52-2204395

601 Pennsylvania
Washington

Ave.

for Form 990.

39

Schedule R (Form 990) 2009

FreedomWorks,

Schedule R (Form 990) 2009

Inc.

52-1349

Identification of Related Organizations Taxable as a Partnership


organizations treated as a partnership dunng the tax year.)

Part Ill

(a)

(b)

Name, address, and EIN


of related organization

Primary act1v1ty

Part fV

Citizens

for

a Sound

601 Pennsylvania
Washington

932162 02-04-10

DC

Ave.
20004

NW

Inc.

(f)

(g)

Share of total
income

Share of
end-of-year
assets

(c)

(b)

Economy

Page 2

(i)

(j)

General
or
Disproportion- CodeVUBI
managn ,g
lateallocabons?amount in box
20 of Schedule Leet~ '.L
Yes No K-1 (Form 1065) r<e~ N 0

or Trust (Complete 1fthe organization answered "Yes" to Form 990, Part IV, line 34 because 1thad one or more related

(a)

(d)

Legaldomicile Direct controlling


(stateor
entity
foreign
country)

Primary activity

Name, address, and EIN


of related organ1zat1on

(h)

(e)
Predominantincome
(related, unrelated,
excludedfrom tax under
sections 512-514)

(d)

(c)

Legaldom1c1leDirect controlling
(stateor
entity
foreign
country)

Identification of Related Organizations Taxable as a Corporation


organizations treated as a corporation or trust during the tax year.)

353.

(Complete 1fthe organization answered 'Yes' to Form 990, Part IV, hne 34 because 1t had one or more related

(d)

(f)

(g)

(h)

Type of entity
(C corp, S corp,
or trust)

Share of total
income

Share of
end-of-year
assets

Percentag e
ownersh11

- 20-2810833

N. Building

1700

DC

Dormant

40

~/A

CORP

o.

o.

100

'

Schedule R (Form 990) 200!J

"

"

'I

FreedomWorks,

Schedule R (Form 990) 2009

Part V

Transactions

With Related Organizations

52-1349 35 3

Inc.

Page 3 ._

(Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 34, 35, or 36.)

Note. Complete hne 1 If any entrty 1slisted in Parts II, Ill, or IV of this schedule.

Yes

During the tax. year, did the organ1zat1onengage 1nany of the following transactions with one or more related organ1zat1ons listed in Parts IHV?

a Receipt of (i) interest (iij annurt1es (iii) royalties or (iv) rent from a controlled entity

1a

b Gift, grant, or capital contnbut1on to other organ1zat1on(s)

1b

c Gift, grant, or caprtal contnbut1on from other organ1zat1on(s)

1c

d Loans or loan guarantees to or for other organizat1on(s)

1d

e Loans or loan guarantees by other organizat1on(s)

1e

1a

h Exchange of assets

1h

Lease of fac1ht1es,equipment, or other assets to other organizat1on(s)

1i

Lease of fac11it1es,equipment, or other assets from other organizat1on(s)

x
x
x
x

1i
1k

k Performance of services or membership or fundra1s1ng sohc1tat1onsfor other organizat1on(s)

x
x
x
x
x

1f

Sale of assets to other organ1zat1on(s)

g Purchase of assets from other organizat1on(s)

11

Performance of services or membership or fundra1s1ngsolic1tat1ons by other organizat1on(s)

m Sharing of fac1lrt1es,equipment, mailing lists, or other assets

1m

n Sharing of paid employees

1n

x
x

o Reimbursement paid to other organization for expenses

1o

p Reimbursement paid by other organization for expenses

1D

q Other transfer of cash or property to other organ1zat1on(s)

1a

1r

Other transfer of cash or orooertv from other oraan1zat1onlsl

>fth

If

'Y

his I

lud

d rel

121FreedomWorks

Foundation

131Freedomworks

Foundation

110,262

96,168

Fund

444,390

Foundation

Defense

(c)
Amount involved

m FreedomWorks

~,Taxpayer

x
x
x

hreshold
(b)
Transaction
type (ar)

(a)
Name of other organizat1on(s)

Ne

1,208,923

(51
161
932163 0204-10

41

Schedule R (Form 990) 200!~

Schedule A /Form 990) 2009


Part

\fl

FreedomWor ks,

Unrelated Organizations

Inc

5 2-13 4 9 3 5 3

Page 4

Taxable as a Partnership (Complete If the organization answered 'Yes' to Form 990, Part IV, line 37)

Provide the following information for each entity taxed as a partnership through which the organ1zat1onconducted more than five percent of its act1v1t1es(measured by total assets or gross revenue)
that was not a related organ1zat1on.See instructions regarding exclusion for certain investment partnerships.
(a)

(b)

(c)

(d)

(e)

(f)

(g)

(h)

Name, address, and EIN


of entity

Pnmary act1v1ty

Legal dom1c1le
(state or foreign
country)

Are all partners


~ect1on 501 (c)(3

Share of end-of
year assets

D1spropor
t1onate
allocat,ons?

CodeVUBI
amount in box 20
of Schedule K1
(Form 1065)

Generalor
managing
partner?

organ1zat1ons?

Yes

No

Yes

No

Yes

Ne,

Schedule R (Form 990) 200!3


932164
02-04-10

42

FreedomWorks,

Schedule R1 (Form 99012009

IPart JII Continuation

Citizens

for

(b)

(c)

(d)

(e)

(f)

Name, address, and EIN


of related organization

Primary activity

Legal dom1c1fe(state or

Exempt Code
section

Public chanty
status (1fsection
501 (c)(3))

Direct controlling
entity

PERS Reform
Ave.
20004

The FreedomWorks

Fund

601 Pennsylvania

20004

CSE FreedomWorks

Inc.

601 Pennsylvania
League

of

DC
Freedom

601 Pennsylvania
Washington

DC

foreign country)

- 61-1422667
NW

N.

Building

1700

Ave.

NW

N.

Building

Action

Committee

District

of Columbia

527

N/A

Political

Action

Committee

District

of

527

N/A

District

of Columbia

501(c)(4)

N/A

District

of

527

~/A

1700

Voters

Columbia

- 52-1720193
NW

N.

Building

1700

20004
Ave.

Political
- 20-1381918

Ave.

DC

Washington

Page 2,1

of Identification of Related Tax-Exempt Organizations

DC

Washington

35 3.

(a)

601 Pennsylvania
Washington

52-1349

Inc.

Pormant
- 52-1349353
NW

N.

Building

20004

1700
Political

Action

Committee

Columbia

Schedule R-1 (Form 990) 2009


932222 02-0210

43

88'58

Application for Extension of Time To File an


Exempt Organization Return

Form
(Rev. April 2009)
Department of the Treasury
lntomal Revenue Service

OMB No. 15451709

.... File a separate application for each return.

If you are f1l1ngfor an Automatic

3-Month Extension, complete only Part I and check this box

If you are filing for an Additional

(Not Automatic)

....00

3-Month Extension, complete only Part II (on page 2 of this form).

Do not complete Part II unless you have already been granted an automatic 3month extension on a previously filed Form 8868.

IP.art f !

Automatic 3-Month Extension of Time.

Only submit original (no copies needed)

A corporation required to file Form 990T and requesting an automatic 6month extension check this box and complete
Part I only

....o

All other corporations (including 1120-C ftlers), partnerships, REM/Cs, and trusts must use Form 7004 to request an extension of time
to file income tax returns.
Electronic Filing (e-file). Generally, you can electronically file Form 8868 1fyou want a 3month automatic extension of time to file one of the returns
noted below (6 months for a corporation required to file Form 9901). However, you cannot file Form 8868 electronically 1f(1) you want the add1t1onal
(not automatic) 3month extension or (2) you file Forms 990BL, 6069, or 8870, group returns, or a composite or consolidated Form 990T. Instead,
you must submit the fully completed and signed page 2 (Part II) of Form 8868. For more details on the electronic filing of this form, v1s1t
www trs aovleflle and click on e-ftle for Chant1es & Nonoroflts.
Type or
print

Name of Exempt Organ1zat1on

Freedomworks,
File by the
due date for
filing your
return See
instructions

Employer identification

Inc.

number

52-1349353

Number, street, and room or suite no. If a P.O. box, see instructions.

601

Pennsylvania

Ave.,

NW, N. Bldg.,

No.

700

City, town or post office, state, and ZIP code. For a foreign address, see 1nstruct1ons.

washinoton,

DC

20004

Check type of return to be filed(f1le a separate appl1cat1on for each return):

IX]

Form 990

Form 990BL

Form 990PF

D
D

Form 990EZ

Thebooksare1nthecareof
Telephone No. ....

....

Form 990T (corporation)


Form 990T (sec 401 (a) or 408(a) trust)
Form 1041A

The Organization
Organization's

address

20 2 ) 78 3- 3870

Form5227

Form8870

Form 990T (trust other than above)

If this 1sfor a Group Return, enter the organ1zat1on's four d1g1tGroup Exemption Number (GEN)

DC 20004

FAX No .....

If the organ1zat1ondoes not have an office or place of business in the United States, check this box

Form6069

- Washington,

box ....

Form4720

If 1t1sfor part of the group, check this box ....

....o
. If this 1sfor the whole group, check this

and attach a list with the names and EINs of all members the extension will cover.

I request an automatic 3month (6months for a corporation required to file Form 990T) extension of time until

Au gu St

15 , 2 0 10

, to file the

exempt organ1zat1onreturn for the organ1zat1on named above. The extension

1sfor the organization's return for:

....00
....D
2
3a

calendar year

2009

or

tax year beg1nn1ng -------------

, and ending-------------

If this tax year 1sfor less than 12 months, check reason:

ln1t1alreturn

Final return

3a

3b

If this application 1sfor Form 990PF or 990T, enter any refundable credits and estimated
tax oavments made. Include any pnor year overpayment allowed as a credit.

Change 1naccounting period

If this appl1cat1on 1sfor Form 990BL, 990PF, 990T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits See 1nstruct1ons.

Balance Due. Subtract line 3b from line 3a. Include your payment with this form, or, 1frequired,
deposit with FTD coupon or, 1frequired, by using EFTPS (Electronic Federal Tax Payment System).

- 3c s

See 1nstruct1ons.

N/A

Caution. If you are going to make an electronic fund withdrawal wrth this Form 8868, see Form 8453EO and Form 8879-EO for payment instructions.
LHA

Form 8868 (Rev 4-2009)

For Privacy Act and Paperwork Reduction Act Notice, see Instructions.

923831
0526-09

11290525

739466

Freedomworks

2009.03030

44
FreedomWorks,

Inc.

FREEDOMl

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