Professional Documents
Culture Documents
--
Return of Organization
990
Form
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
4947(al(1l or 0521
l <lfll(insert no.l
org
Trust D
Assoc1at1on
Other...
Corporation D
52-1349353
E Telephone number
202-783-3870
$
G Grossreceipts
4,445,642.
JI Summary
organization
with
that
a
>
0
3
4
JUN O1 2010 c;
UT
CII
GI
CII
GI
Cl.
>(
~"'
om
u
....
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
=-'r
;-,~7;;:1;:""'
,- '"=="'-
4,346,782.
End of Year
2,146,627.
312,561.
1,834,066.
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Sign
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~ Judi
Mulcahy,
Typeor print noma,nt111t1a
VP
bf
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
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
4e
) {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
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
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
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 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
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
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
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
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
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
35
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
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!
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
Sb
Sc
6a
6b
7a
7b
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
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
I---+-------~
I 1b I
~-~------~
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?
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
Bb
x
x
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
Section B. Policies (This Section B reauests mformat1on about ooltc1es not reau1redbv the Internal Revenue Code J
Yes
10a
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
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
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
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
Section C. Disclosure
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:~ ___
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.
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)
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.
11290525
739466
Freedomworks
2009.03030
Freedomworks,
Inc.
FREEDOMl
Free d omWor k s,
A.
Officers
(A)
Directors
Inc.
52-1 3493 53
..
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
Did the organ1zat1onlist any former officer, director or trustee, key employee, or highest compensated employee on
No
Did any person listed on line 1a receive or accrue compensation from any unrelated organization for services rendered to
Complete this table for your five highest compensated Independent contractors that received more than $100,000 of compensation from
the oroan1zat1on.
(A)
(B)
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,
l Part VIII I
....
! :::,
VI VI
1 a Federated campaigns
1a
b Membership dues
1b
c Fundra1s1ngevents
1c
a>.!!!
d Related organ1zat1ons
1d
-O ..
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
O c:
O co
Inc.
Statement of Revenue
3579269.
1f
3,579,269.
Business Code
CP
2 a
'fCPCP
:::,
U)
c:
E~
c..
CP
a,a:
..
other s1m1laramounts)
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.
l1l Securities
20,389.
751,106.
750,607.
499.
c:
>
CP
:::,
CP
..
cc
CP
.c
499.
499.
CP
b
~
b
~
b
~
Other
income
Business Code
209.
209.
209.
3,695,035.
209.
900099
b
c
d All other revenue
~
~
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
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
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.
Payroll taxes
11
g Other
12
13
Office expenses
14
Information technology
15
Royalties
16
Occupancy
17
Travel
18
35,035.
35,035.
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.
19
20
Interest
21
Payments to affiliates
22
23
Insurance
24
d
e
Direct
mail
Miscellaneous
Dues
Novelties
PhotograQhy
a
b
c
costs
25
26
[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
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,
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.
28
'ti
29
"'
CD
c:
Ill
GI
Ill
GI
4,740.
6
7
269,004.
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.
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!
I Part
Free d omwor k s,
Inc.
5 2 -1 3 4 93 5 3
Page
Yes
12
No
00
Dcash
D
Other
Accrual
If the organ1zat1onchanged its method of accounting from a pnor year or checked 'Other,' explain 1nSchedule O.
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
Dnli+i"~I
I VII
l,l..,1,,1.1
r~mn~inn
...........
I lf-'
...
1::,1
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.........
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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.
()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
Employer identification
Inc.
number
52-1349353
1
2
~$
_______
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
1
2
IPart
~$~~~~~~DYes
0Yes
0No
0No
1-Cj Complete if the organization is exempt under section 501 (c), except section 501 (c)(3).
$ ---------
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
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
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
D
.... D
A Check ....
B heck
(b) Aff1l1atedgroup
totals
Oves
0No
(a) 2006
{b) 2007
(d) 2009
(c) 2008
(e) Total
932042 02-04-10
11290525
739466
Freedomworks
2009.03030
22
FreedomWorks,
Inc.
FREEDOM!
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?
!Part Ill-Al Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section
501(c)(6).
Yes
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
Section 162(e) nondeductible lobbying and poht1cal expenditures (do not include amounts of political
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?
!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.
11290525
739466
Freedomworks
2009.03030
23
Freedomworks,
Inc.
FREEDOM!
n
..................................
'W'Wt't''""'
(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
Open to Public
Inspection
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
0Yes
0No
0Yes
0No
D
D
D
a
b
c
d
D
D
Number of conservation easements mod1f1ed,transferred, released, ext1ngu1shed,or terminated by the organ1zat1onduring the tax
year~ ______
_
4
5
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
~$
$ ______
~
~
_______
$ ______
$ ______
_
_
_
_
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:
t:t'
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
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 .
932052
02-01-10
11290525
739466
Freedomworks
25
Freedomworks,
2009.03030
-
----
-------------
Inc.
FREEDOMl
--..----- ......................
............
._
I Part Vlll
Investments
------ ---
- Other Securities.
...
_.
Tn,-,
..........
~~
____
...__ ...
Q\.,11;1 V
F1nanc1alderivatives
Closely-held equity interests
Other
Total ICol lb\ must eaual Form 990 Part X col 18\ line 12 \ ~
- Program Related.
x. line 13.
(c) Method of valuation:
Cost or endofyear market 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
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
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
11290525
739466
FreedomWorks
2009.03030
26
Freedomworks,
Inc.
FREEDOMl
--,----
- - ----..--., _,
?nna
. -aam
...........
.._............
....
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
1
2
3
4
Investment expenses
9
10
Excess or (def1c1tlfor the vear oer audited f1nanc1alstatements. Combine lines 3 and 9
2a
2b
2d
2c
2e
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
4c
Total revenue. Add lines 3 and 4c. (This must eaual Form 990 Part I /me 12 )
c Other losses
d Other (Describe in Part XIV.)
e Add lines 2a through 2d
4
A
.-auto~
9
10
... _,"2'.J...J.J.J
2d
2e
I 4a I
4b
4c
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.
11290525
739466
FreedomWorks
2009.03030
27
Freedomworks,
Inc.
FREEDOM!
..
~,... .- .........
.....
U
(Form \)90 or 990-EZ)
'-'1 .. IU
l'IU
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
.. -.. ., .............
..... "
~~nCLIUL.C
Fundraising Activities.
Inc.
52-1349353
Complete 1fthe organ1zat1onanswered 'Yes' to Form 990, Part IV, line 17. Form 990EZ filers are not
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
Phone sol1c1tat1ons
lnperson sol1c1tat1ons
00
(iii) Did
(ii) Activity
contnbut,ons?
Clearword
Communication
Group,
IFundraising
~ounsel
Yes
....
Total
0No
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.
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
(event type)
Q)
:::,
c
Q)
>
Q)
a:
Gross receipts
Cash prizes
en
5
Q)
en
(event type)
col (c))
(total number)
Noncash prizes
Q)
a. 6
RenUfac1l1tycosts
ti
!!! 7
i:5
JS
Entertainment
....
....
(a) Bingo
:::,
cQ)
>
Q)
a:
Gross revenue
2
en
Q)
en
c
Cash prizes
a. 3
Noncash prizes
ti
!!! 4
i:5
RenUfac11itycosts
Q)
JS
Volunteer labor
.... (
Net aam1na income summarv. Combine line 1 column (dl and line 7
....
Dves
% Dves
% Dves
0No
0No
0No
Yes
9
No
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
12
932082 0200 10
11290525
739466
FreedomWorks
2009.03030
29
Freedomworks,
Inc.
FREEDOM!
Oi ::,::,vcL..i .:::.vu::,
,L
..L '-'-Y""",uL,,....,..L
n .. ~ I
.L.&.J.V
Paae .-;
Yes No
.JG-.1....;,~::,.;,.J.;,
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
...
D1rector/off1cer
Employee
Independent contractor
17 Mandatory d1stnbut1ons:
a Is the organ1zat1onrequired under state law to make chantable d1stnbut1onsfrom the gaming proceeds to
17a
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
-\.llllt,l"-ll~DLIUII
'1tl
IIIIVI
UMt)
IIIQLIVII
Open to Public
Inspection
Employer identification
Freedomworks,
Part l
l:>4:>-W4f
2009
NO,
Inc.
number
52-1349353
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]
D
D
D
D
[X]
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
[X]
Compensation
Independent compensation
[X]
committee
consultant
[X]
[X]
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:
4a
4b
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.
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
5b
x
x
a The organization?
6a
6b
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.
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
932111
0202-10
11290525
739466
Freedomworks
2009.03030
31
Freedomworks,
Inc.
FREEDOMl
FreedomWorks,
ll
I Officers,
Directors,
52-1349353
Inc.
Paqe;Z
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.
(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
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.
33
-r .......................
: ...........,a,:.a.L.. 1.... .a.--.-.........a......-.1 n ....- .............
.....
SCHEDULE L
I I a1
l.:)Q\,
LIVI
1.:,
c;.:, LC'U
C'I .>VI
1.:,
2009
Open Ta Public
Inspection
Employer identification
Freedomworks
Part J
comolete
1
Inc.
number
52-1349353
1fthe oraan1zat1onanswered 'Yes' on Form 990, Part IV,line 25a or 25b, or Form 990EZ Part V, l1ne40b.
(cl Corrected?
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
To
From
No
Yes
Total
I Part ml
Yes
No
Yes
No
I Part
IV l Business Transactions
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
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
Part
concentration
March
Open tq Public
lnspection
Employer identification
Freedomworks
Form 990,
2009
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,
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.
932211
020310
11290525
739466
FreedomWorks
2009.03030
35
Freedomworks,
Inc.
FREEDOM!
~- ------.L-1
~UIJl,llt::l
(Form 990)
lli:HIUII
ru1111
LU
OMB No 1545-0047
~~u
2009
Open to Put1fic
lnspection
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,
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
932211
02-03-10
11290525
739466
FreedomWorks
2009.03030
36
Freedomworks,
Inc.
FREEDOMl
crucn111..,."'.....
c n"'
............
...:JUl-'1-'IIC:IIIIC:IILCII
(Form 990)
,.. ___
OMB No 1545-0047
"""
rur111
;:n,u
the
for
determining
organization
Form 990,
Open to Public
lnspection
Employer identification
Freedomworks
process
2009
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
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
per
23 hours
Director,
Campaign,
per
per
week
week
week
per
23 hours
23 hours
week
per
per
week
week
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.
Open to Public
Ins~
Employer identification
Freedomworks,
Part I
Part fl
Identification
OMB No 1545-0047
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)
Primary act1v1ty
Total income
End-ofyear assets
Direct controlling
entity
foreign country)
(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)
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.
39
FreedomWorks,
Inc.
52-1349
Part Ill
(a)
(b)
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)
Primary activity
(h)
(e)
Predominantincome
(related, unrelated,
excludedfrom tax under
sections 512-514)
(d)
(c)
Legaldom1c1leDirect controlling
(stateor
entity
foreign
country)
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
'
"
"
'I
FreedomWorks,
Part V
Transactions
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
1b
1c
1d
1e
1a
h Exchange of assets
1h
1i
x
x
x
x
1i
1k
x
x
x
x
x
1f
11
1m
1n
x
x
1o
1D
1a
1r
>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
\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)
Pnmary act1v1ty
Legal dom1c1le
(state or foreign
country)
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,
42
FreedomWorks,
Citizens
for
(b)
(c)
(d)
(e)
(f)
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
DC
Washington
35 3.
(a)
601 Pennsylvania
Washington
52-1349
Inc.
Pormant
- 52-1349353
NW
N.
Building
20004
1700
Political
Action
Committee
Columbia
43
88'58
Form
(Rev. April 2009)
Department of the Treasury
lntomal Revenue Service
(Not Automatic)
....00
Do not complete Part II unless you have already been granted an automatic 3month extension on a previously filed Form 8868.
IP.art f !
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
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
IX]
Form 990
Form 990BL
Form 990PF
D
D
Form 990EZ
Thebooksare1nthecareof
Telephone No. ....
....
The Organization
Organization's
address
20 2 ) 78 3- 3870
Form5227
Form8870
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
....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
....00
....D
2
3a
calendar year
2009
or
, and ending-------------
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.
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
For Privacy Act and Paperwork Reduction Act Notice, see Instructions.
923831
0526-09
11290525
739466
Freedomworks
2009.03030
44
FreedomWorks,
Inc.
FREEDOMl