freedomworks inc 521349353 2009 061d5be2searchable

36
r:· -- • Form 990 Return of Organization Exempt From Income Tax 2009 OMB No 1545-0047 Department ofthe Treasury Internal Revenue Service Under section 501 (c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) Open to Public 1nspection .... The organ1zat1on may have to use a copy of this return to satisfy state reporting requirements. A For the 2009 calendar year, or tax year beginning and ending B Check 11 Please C Name of organization D Employer identification number applicable use IRS DAddress label or Freedomworks, Inc. change pnnt or oName type Doino Business As 52-1349353 change 01nit1al See Number and street (or PO box 1f ma1l 1s not delivered to street address) I Room/suite E Telephone number return 0Term1n- Specific 601 Pennsylvania Ave., NW, N. Bldq.700 202-783-3870 ated lnstruc- OAmended t1ons City or town, state or country, and ZIP+ 4 G Gross receipts $ 4,445,642. return 0Appl1ca- Washinoton, DC 20004 H(a) Is this a group return t1on pending F Name and address of pnnc1paloff1cer:Ma t t Kibbe for affiliates? 0Yes 00No Same as c above H(b) Are all affiliates included? D Yes D No I Tax-exempt status: [XI 501 (cl ( 4 l <lfll (insert no.l D 4947(al(1l or 0521 If 'No,' attach a hst. (see instructions) J Website:..,. www. f reedomworks. org H(c) Group exemption number .... K Formof oraanizat1on [XI Corporation D Trust D Assoc1at1on D Other ... I L Yearof formation 19 8 41 M State of leaaldom1c1le DC I Part JI Summary GI 1 Briefly describe the organ1zat1on's m1ss1on or most s1gn1f1cant act1vrt1es· Con Sumer organization that u focuses on QUblic QOlicy, advocacy and education with a c ca c 2 Check this box .... D 1f the organization d1scont1nued its operations or disposed of more than 25% of its net assets. .. GI 5 > 3 Number of voting members of the governing body (Part VI, hne 1a) 3 0 c, 4 Number of Independent voting members of the governing body (Part VI, line 1b) 4 3 all CII 5 Total number of employees (Part V, line 2a) 5 29 GI .:: 6 Total number of volunteers (estimate 1f necessary) 6 800000 ·s: ·.;::; 7a Total gross unrelated business revenue from Part VIII, co umn (C), line 12 7a 0 • u ct b Net unrelated business taxable income from Form 990-T,l1ne340t:::,-...i-,, •=~ 7b 0 • I ''-'VI..I \f i::u Prior Year Current Year GI 8 Contributions and grants (Part VIII, line 1h) 0 4,147,545. 3,579,269. :::, O') JUN O1 2010 c; c 9 Program service revenue (Part VIII, hne 2g) GI ..- > 10 Investment income (Part VIII, column (A), lines 3, 4, and d) '!, 37,209. 20,888. GI a: Other revenue (Part VIII, column (A), lines 5, 6d, Sc, 9c, Oc, a®.00,f;_N UT = 162,028. 94,878. 11 12 Total revenue - add hnes 8 throuah 11 (must eoual Part , -'1?\' 4,346,782. 3,695,035. 13 Grants and s1m1lar amounts paid (Part IX, column (A), lines 1-3) 14 Benefits paid to or for members (Part IX, column (A), line 4) CII 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 1,256,338. 1,150,017. GI CII 16a Professional fundra1s1ng fees (Part IX, column (A), hne 11e) 44,523. 35,035. c GI .... 865,788 Cl. b Total fundra1s1ng expenses (Part IX, column (0), hne 25) >( w 17 Other expenses (Part IX, column (A), lines 11a-11 d, 11f-24f) 2,707,451. 2,197,214. 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) 4,008,312. 3,382,266. 19 Revenue less exoenses. Subtract line 18 from line 12 338,470. 312,769. ~"' Beginningof Current Year End of Year om u "'c: 1,930,539. 2,146,627. <P.!2 20 Total assets (Part X, hne 16) "'"' U>a, 433,383. 312,561. ~"C 21 Total l1ab1ht1es (Part X, line 26) m5 22 Net assets or fund balances. Subtract hne 21 from line 20 1,497,156. 1,834,066. z,.._ I Part H I Signature Block Uo"•-- o< ""1•0, , -"• ... < •~• =-'r ••m. '"""""'-""'"""' -00"'~ '"' ,._,,_ '"' • •• -· o<"" '"-""• mO ~··· "" Wo, ~-, Sign ;-,•• ~7;;:·1;:•""' ,- 00 •• '"•== "'- ,•='"M '"' .,_m,, I d:zr. f /UJ( n Here S1gnaturegr;er bf Date Judi Mulcahy, VP OQerations/Treasurer Typeor print noma ,nt111t1a Preparer's ............... -............ \ -.............. 1 1 Date ,I Check 1f I Prepare(s 1denbfying number Paid self- (see instrucUons) Preparer's signature --- ------ 0 5 I 2 5 I 1 0 employed .... o Finm's name (or Rogers & Comp an LLC EIN .... UseOnly yours 11 self-employed), ~8300 Boone Boulevard, Suite 600 address, and Vienna, Virqinia 22182 .... (703) 893-0300 ZIP+ 4 Phone no t May the IRS discuss this return with the preparer shown above? (see 1nstruct1onsl D Yes D No 6 932001 02-04-10 LHA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2009) See Schedule o for Organization Mission Statement Continuation

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Page 1: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

r:· -- •

Form 990 Return of Organization Exempt From Income Tax 2009

OMB No 1545-0047

Department of the Treasury Internal Revenue Service

Under section 501 (c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

Open to Public 1nspection .... The organ1zat1on may have to use a copy of this return to satisfy state reporting requirements.

A For the 2009 calendar year, or tax year beginning and ending

B Check 11 Please C Name of organization D Employer identification number applicable use IRS

DAddress label or Freedomworks, Inc. change pnnt or

oName type Doino Business As 52-1349353 change 01nit1al See Number and street (or PO box 1f ma1l 1s not delivered to street address) I Room/suite E Telephone number return

0Term1n- Specific 601 Pennsylvania Ave., NW, N. Bldq.700 202-783-3870 ated lnstruc-

OAmended t1ons City or town, state or country, and ZIP+ 4 G Gross receipts $ 4,445,642. return 0Appl1ca- Washinoton, DC 20004 H(a) Is this a group return t1on

pending F Name and address of pnnc1pal off1cer:Ma t t Kibbe for affiliates? 0Yes 00No Same as c above H(b) Are all affiliates included? D Yes D No

I Tax-exempt status: [XI 501 (cl ( 4 l <lfll (insert no.l D 4947(al(1l or 0521 If 'No,' attach a hst. (see instructions) J Website:..,. www. f reedomworks. org H(c) Group exemption number .... K Form of oraanizat1on [XI Corporation D Trust D Assoc1at1on D Other ... I L Year of formation 19 8 41 M State of leaal dom1c1le DC I Part JI Summary

GI 1 Briefly describe the organ1zat1on's m1ss1on or most s1gn1f1cant act1vrt1es· Con Sumer organization that u focuses on QUblic QOlicy, advocacy and education with a c ca c 2 Check this box .... D 1f the organization d1scont1nued its operations or disposed of more than 25% of its net assets. .. GI

5 > 3 Number of voting members of the governing body (Part VI, hne 1a) 3 0 c, 4 Number of Independent voting members of the governing body (Part VI, line 1 b) 4 3

all CII 5 Total number of employees (Part V, line 2a) 5 29 GI .::

6 Total number of volunteers (estimate 1f necessary) 6 800000 ·s: ·.;::;

7a Total gross unrelated business revenue from Part VIII, co umn (C), line 12 7a 0 • u ct

b Net unrelated business taxable income from Form 990-T ,l1ne340t:::,-...i-,, •=~ 7b 0 • I ''-'VI..I \f i::u Prior Year Current Year

GI 8 Contributions and grants (Part VIII, line 1 h) 0 ~ 4,147,545. 3,579,269. :::, O') JUN O 1 2010 c; c 9 Program service revenue (Part VIII, hne 2g) GI ..-> 10 Investment income (Part VIII, column (A), lines 3, 4, and d) '!, 37,209. 20,888. GI a:

Other revenue (Part VIII, column (A), lines 5, 6d, Sc, 9c, Oc, a®.00,f;_N UT = 162,028. 94,878. 11

12 Total revenue - add hnes 8 throuah 11 (must eoual Part ~ , -'1?\' 4,346,782. 3,695,035.

13 Grants and s1m1lar amounts paid (Part IX, column (A), lines 1-3)

14 Benefits paid to or for members (Part IX, column (A), line 4) CII 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 1,256,338. 1,150,017. GI CII 16a Professional fundra1s1ng fees (Part IX, column (A), hne 11e) 44,523. 35,035. c GI .... 865,788 • Cl. b Total fundra1s1ng expenses (Part IX, column (0), hne 25) >( w 17 Other expenses (Part IX, column (A), lines 11 a-11 d, 11f-24f) 2,707,451. 2,197,214.

18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) 4,008,312. 3,382,266.

19 Revenue less exoenses. Subtract line 18 from line 12 338,470. 312,769. ~"' Beginning of Current Year End of Year om u "'c:

1,930,539. 2,146,627. <P.!2 20 Total assets (Part X, hne 16) "'"' U>a,

433,383. 312,561. ~"C 21 Total l1ab1ht1es (Part X, line 26) m5

22 Net assets or fund balances. Subtract hne 21 from line 20 1,497,156. 1,834,066. z,.._

I Part H I Signature Block Uo"•-- o< ""1•0, , -"• ... < •~• =-'r ••m. '"""""'-""'"""' -00"'~ '"' ,._,,_ '"' • •• -· o<"" '"-""• mO ~··· "" Wo, ~-,

Sign ;-,•• ~7;;:·1;:•""' ,-00

•• '"•== "'- ,•='"M '"' .,_m,, I d:zr. f /UJ( n

Here S1gnaturegr;er

bf

Date

~ Judi Mulcahy, VP OQerations/Treasurer Type or print noma ,nt111t1a

Preparer's ~ ............... -............ \ -.............. 1

1

Date ,I Check 1f I Prepare(s 1denbfying number Paid self- (see instrucUons)

Preparer's signature --- ------ 0 5 I 2 5 I 1 0 employed .... o Finm's name (or Rogers & Comp an LLC EIN ....

Use Only yours 11 self-employed), ~8300 Boone Boulevard, Suite 600 address, and

Vienna, Virqinia 22182 .... (703) 893-0300 ZIP+ 4 Phone no t May the IRS discuss this return with the preparer shown above? (see 1nstruct1onsl D Yes D No 6 932001 02-04-10 LHA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2009)

See Schedule o for Organization Mission Statement Continuation

Page 2: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

Form 90 2009 FreedomWorks Inc. 5 2 -1 3 4 9 3 5 3 Pa e 2 Part Ml Statement of Program Service Accomplishments 1 Briefly describe the organ1zat1on's m1ss1on:

Public policy, advocacy and educational organization that focuses on fiscal and economic issues.

2 Did the organ1zat1on undertake any s1gn1f1cant program services during the year which were not listed on

the prior Form 990 or 990·EZ?

If 'Yes,' describe these new services on Schedule 0. 3 Did the organization cease conducting, or make s1gn1f1cant changes 1n how 11 conducts, any program services?

If 'Yes,' describe these changes on Schedule O.

4 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) organ1zat1ons and section 494 7(a)(1) trusts are required to report the amount of grants and

allocations to others, the total expenses, and revenue, 1f any, for each program service reported.

4a (Code: ) (Expenses $ 9 4 5 , 9 8 9 . 1nclud1ng grants of$ ) (Revenue$

OOves 0No

OOves 0No

Grassroots Mobilization: Executing large and medium scale rallies and other events with grassroots activists that broadly promote our core economic issues.

4b (Code· ) (Expenses $ 5 2 2 , 6 6 3 • 1nclud1ng grants 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 $ 2 8 3 , 4 3 7 • rncludrng grants of $ ) {Revenue $ Public Affairs: To include traditional media outreach, through TV and radio interviews and opinion-editorials, and online/new media outreach through blogging 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 ..... $ 2 , 2 7 8 , 8 8 2 •

932002 02-04-10

) (Revenue$

2 11290525 739466 Freedomworks 2009.03030 Freedomworks, Inc.

Form 990 (2009)

FREEDOMl

Page 3: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

Form 990 (200S) Freedomworks, Inc. 52-1349353 Page3 I Part W l Checklist of Required Schedules

, Is the organ1zat1on descnbed rn section 501 (c)(3) or 494 7(a)(1) (other than a pnvate foundation)?

If "Yes," complete Schedule A 2 Is the organ1zat1on required to complete Schedule 8, Schedule of Contributors?

3 Did the organization engage rn direct or 1nd1rect political campaign act1v1t1es on behalf of or 1n oppos1t1on to candidates for

public office? If "Yes," complete Schedule C, Part I

4 Section 501 (c)(3) organizations. Did the organ1zat1on engage 1n lobbying act1v1t1es? If "Yes," complete Schedule C, Part II

5 Section 501 (c)(4), 501 (c)(5), and 501 (c)(6) organizations. Is the organ1zat1on subJect to the section 6033(e) notice and

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

6 Did the organ1zat1on marntarn any donor advised funds or any s1m1lar funds or accounts where donors have the nght to

provide advice on the d1stribut1on or investment of amounts 1n such funds or accounts? If "Yes," complete Schedule D, Part I

7 Did the organ1zat1on receive or hold a conservation easement, 1nclud1ng easements to preserve open space,

the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II

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

Schedule D, Part Ill

9 Did the organization report an amount 1n Part X, line 21; serve as a custodian for amounts not listed rn Part X; or provide

credit counseling, debt management, credit repair, or debt negot1at1on services? If "Yes," complete Schedule D, Part IV

10 Did the organ1zat1on, directly or through a related organ1zat1on, hold assets 1n term, permanent, or quasi-endowments?

If "Yes," complete Schedule D, Part V

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

as applicable

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

Part VI.

• Did the organ1zat1on report an amount for investments· other securities rn Part X, l1ne 12 that 1s 5% or more of its total

assets reported rn Part X, lrne 16? If "Yes," complete Schedule D, Part VII.

• Did the organ1zat1on report an amount for investments· program related 1n Part X, l1ne 13 that 1s 5% or more of its total

assets reported 1n Part X, line 16? If "Yes," complete Schedule D, Part VIII.

• Did the organization report an amount for other assets 1n Part X, line 15 that 1s 5% or more of its total assets reported rn

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

• Did the organization report an amount for other liab11it1es 1n Part X, line 25? If "Yes," complete Schedule D, Part X.

• Did the organ1zat1on's separate or consolidated frnanc1al statements for the tax year include a footnote that addresses

the organization's liability for uncertain tax pos1t1ons under FIN 48? ff "Yes," complete Schedule D, Part X.

12 Did the organization obtain separate, independent audited f1nanc1al statements for the tax year? If "Yes," complete

Schedule D, Parts XI, XII, and XIII

12A Was the organization included 1n consolidated, independent audited frnanc1al statements for the tax year? I Yes I No

If "Yes," completing Schedule D, Parts Xf, XII, and XIII 1s optional I 12A I x I 13 Is the organ1zat1on a school described Jn section 170(b)(1 )(A)(u)? If "Yes," complete Schedule E

14a Did the organ1zat1on marnta1n an office, employees, or agents outside of the United States?

b Did the organ1zat1on have aggregate revenues or expenses of more than $10,000 from grantmakrng, fundra1s1ng, business,

and program service act1v1t1es outside the United States? If "Yes," complete Schedule F, Part f

15 Did the organ1zat1on report 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 organ1zat1on report 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 fundra1s1ng services on Part IX,

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

1 c and Sa? If "Yes," complete Schedule G, Part II

19 Did the organrzatron report more than $15,000 of gross rncome from gaming act1vrtres on 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 ~-04·10

3 11290525 739466 Freedomworks 2009.03030 Freedomworks, Inc.

Yes No

1 x 2 x

3 x 4

5 x

6 x

7 x

8 x

9 x

10 x

11 x

12 x

13 x 14a x

14b x

15 x

16 x

17 x

18 x

19 x 20 x

Form 990 (2009)

FREEDOMl

Page 4: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

Form 99012009) FreedomWorks, Inc. 52-1349353 Paae4 I Part W l Checklist of Required Schedules (continued)

21 Did the organization report more than $5,000 of grants and other assistance to governments and organizations 1n the

United States on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II

22 Did the organ1zat1on report more than $5,000 of grants and other assistance to 1nd1v1duals 1n the United States on Part IX,

column (A), line 2? If "Yes," complete Schedule/, Parts I and Ill

23 Did the organ1zat1on answer 'Yes' to Part VII, Section A, line 3, 4, or 5 about compensation of the organ1zat1on's current

and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete

Schedu/eJ

24a Did the organ1zat1on have a tax·exempt 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

b Did the organ1zat1on invest any proceeds of tax-exempt bonds beyond a temporary penod exception?

c Did the organ1zat1on ma1nta1n an escrow account other than a refunding escrow at any time during the year to defease

any tax-exempt bonds?

d Did the organ1zat1on act 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 1n an excess benefit transaction with a

d1squal1f1ed person during the year? If "Yes," complete Schedule L, Part I

b Is the organ1zat1on aware that 1t engaged ,n an excess benefit transaction with a d1squalif1ed person 1n a prior year, and

that the transaction has not been reported on any of the organ1zat1on's prior Forms 990 or 990·EZ? If "Yes," complete

Schedule L, Part I

26 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's tax year? If "Yes," complete Schedule L, Part II

27 Did the organ1zat1on provide 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 organ1zat1on a party to a business transaction with one of the following parties, (see Schedule L, Part IV

1nstruct1ons for 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

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 1nd1rect owner? If "Yes," complete Schedule L, Part IV

29 Did the organ1zat1on receive more than $25,000 1n non·cash contributions? If "Yes," complete Schedule M

30 Did the organ1zat1on receive contributions of art, historical treasures, or other s1m1lar assets, or qualified conservation

contributions? If "Yes," complete Schedule M

31 Did the organ1zat1on hqu1date, terminate, or dissolve and cease operations?

If "Yes," complete Schedule N, Part I

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 organ1zat1on under Regulations

sections 301.7701 ·2 and 301 7701 ·3? If "Yes," complete Schedule R, Part I

34 Was the organ1zat1on related to any tax-exempt or taxable entity?

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

35 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 Section 501 (c)(3) organizations. Did the organ1zat1on make any transfers to an exempt non·chantable related organization?

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

37 Did the organization conduct more than 5% of its act1v1t1es through an entity that 1s not a related organ1zat1on

and that 1s treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI

38 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.

932004 02·04-10

11290525 739466 FreedomWorks 4

2009.03030 Freedomworks, Inc.

Yes No

21 X

22 X

23 X

24a x 24b

24c

24d

25a x

25b x

26 x

27 x

28a x 28b x

28c x 29 x

30 x

31 x

32 x

33 x

34 x

35 x

36

37 x

38 x Form 990 (2009)

FREEDOM!

Page 5: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

Form 990 c2oog1 FreedomWorks, Inc. 52-1349353 Page5 I Part VJ Statements Regarding Other IRS Filings and Tax Compliance

1a Enter the number reported 1n Box 3 of Form 1096, Annual Summary and Transmittal of

U.S. Information Returns. Enter -0· 1f not applicable

b Enter the number of Forms W·2G included 1n line 1 a. Enter ·O· 1f not applicable

1a

1b c Did the organization comply with backup w1thhold1ng rules for reportable payments to vendors and reportable gaming

(gambling) w1nn1ngs to pnze winners?

2a Enter the number of employees reported on Form W·3, Transmittal of Wage and Tax Statements,

filed for the calendar year ending with or w1th1n the year covered by this return

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 1s greater 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 1t filed 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 organ1zat1on have an interest 1n, or a signature or other authority over, a

f1nanc1al account 1n a foreign country (such as a bank account, securities account, or other f1nanc1al account)?

26 0

29

b If 'Yes,' enter the name of the foreign country: .... --------------------------~ See the instructions for exceptions and f1l1ng requirements for Form TD F 90·22.1, Report of Foreign Bank and

F1nanc1al Accounts.

Sa Was the organ1zat1on a party to a proh1b1ted tax shelter transaction at any time during the tax year?

b Did any taxable party notify the organization that 1t was or 1s a party to a proh1b1ted tax shelter transaction?

c If 'Yes,' to line Sa or Sb, d1d the organ1zat1on file Form 8886-T, Disclosure by Tax-Exempt Entity Regarding Prohibited

Tax Shelter Transaction?

6a Does the organ1zat1on have 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 organ1zat1on include with every sol1c1tatlon an 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 organ1zat1on receive a payment 1n excess of $75 made partly as a contribution and partly for goods and services

provided to the payer?

b If 'Yes,' did the organ1zat1on notify 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

to file Form 8282?

d If 'Yes,' 1nd1cate the number of Forms 8282 filed dunng the year I 1d I e Did the organ1zat1on, during the year, receive any funds, directly or indirectly, to pay premiums on a personal

Yes No

1c

2b X

3a x 3b

4a x

Sa x Sb x

Sc

6a x

6b

7a

7b

7c

benefit contract? 1--'7-"e-+---+--f Did the organ1zat1on, dunng the year, pay premiums, directly or indirectly, on a personal benefit contract? ...._7_f_... ___ _

g For all contributions of qualified intellectual property, d1d the organ1zat1on file Form 8899 as required? 1--'7..._a+--+---h For contributions of cars, boats, airplanes, and other vehicles, did the organ1zat1on file a Form 1 og5.c as required? ,__7_h__.. ___ _

8 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?

9 Sponsoring organizations maintaining donor advised funds.

a Did the organization make any taxable d1stnbut1ons under section 4966?

b Did the organ1zat1on make a d1stribut1on to a donor, donor advisor, or related person?

10 Section 501 (c)(7) organizations. Enter:

a lnit1at1on fees and capital contnbut1ons included on Part VIII, line 12

b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club fac11it1es

11 Section 501 (c)(12) organizations. Enter.

a Gross income from members or shareholders

b Gross income from other sources (Do not net amounts due or paid to other sources against

amounts due or received from them.)

I 1oa I 10b

11a

11b

12a Section 4947(a){1) non-exempt charitable trusts. Is the organ1zat1on filing Form 990 1n lieu of Form 1041?

b !f 'Yes' enter the amount of tax·exemot interest received or accrued dunno the vear I 12b I

932005 02-04·10

11290525 739466 FreedomWorks 5

2009.03030 Freedomworks, Inc.

8

9a

9b

12a

Form 990 (2009)

FREEDOM!

Page 6: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

Form ~90 2009 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 1 Ob below, descnbe the c,rcumstances, processes, or changes m Schedule O See instructions

Section A. Governing Body and Management

5 1 a Enter the number of voting members of the governing body J 1 a J I---+-------~ b Enter the number of voting members that are independent I 1 b I 3 ~-~------~

2 Did any officer, director, trustee, or key employee have a family relat1onsh1p or a business relat1onsh1p with any other

officer, director, trustee, or key employee?

3 Did the organ1zat1on delegate 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?

4 Did the organ1zat1on make any significant changes to its organizational documents since the prior Form 990 was filed?

5 Did the organ1zat1on become aware during the year of a material d1vers1on of the organ1zat1on's assets?

6 Does the organization have members or stockholders?

7a Does the organ1zat1on have members, stockholders, or other persons who may elect one or more members of the

governing body?

b Are any dec1s1ons of the governing body subJect to approval by members, stockholders, or other persons?

8 Did the organ1zat1on contemporaneously document the meetings held or written actions undertaken during the year

by the following.

a The governing body?

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

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

oraan1zat1on's ma1l1na address? If "Yes "orov1de the names and addresses tn Schedule O

Section B. Policies (This Section B reauests mformat1on about ooltc1es not reau1red bv the Internal Revenue Code J

1 Oa Does the organ1zat1on have local chapters, branches, or aff1l1ates?

b If 'Yes,' does the organ1zat1on have written policies and procedures governing the act1v1t1es of such chapters, affiliates,

and branches to ensure their operations are consistent with those of the organ1zat1on?

11 Has the organ1zat1on provided a copy of this Form 990 to all members of its governing body before filing the form?

11A Describe 1n Schedule O the process, 1f any, used by the organ1zat1on to review this Form 990.

12a Does the organ1zat1on have 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 organ1zat1on regularly and consistently monitor and enforce compliance with the policy? If "Yes," descnbe

m Schedule O how this is done

13 Does the organ1zat1on have 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

persons, comparability data, and contemporaneous substant1at1on of the deliberation and dec1s1on?

a The organization's CEO, Executive Director, or top management otflc1al

b Other officers or key employees of the organ1zat1on

If 'Yes' to line 1 Sa or 1 Sb, descnbe the process In Schedule 0. (See 1nstruct1ons )

16a Did the organ1zat1on invest in, contribute assets to, or part1c1pate 1n a Joint venture or s1m1lar arrangement with a

taxable entity during the year?

b If 'Yes,' has the organ1zat1on adopted a written policy or procedure requiring the organ1zat1on to evaluate its part1c1pat1on

1n Joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's

exemot status with resoect to such arranaements?

Section C. Disclosure

Yes No

2 x

3 x 4 x 5 x 6 x

7a x 7b x

Ba x Bb x

9 x

Yes No

10a x

10b

11 x

12a x

12b x

12c x 13 x 14 x

15a x 15b x

16a x

16b

17 List the states with which a copy of this Form 990 1s required to be flied ~AL, AK, AR, AZ , CA, CO, CT, DE, FL, GA, HI , ID 18 Section 6104 requires an organ1zat1on to make its Forms 1023 (or 1024 1f applicable), 990, and 990-T (501 (c)(3)s only) available for

public inspection. Indicate how you make these available Check all that apply.

D Own website !XJ Another's website !XJ Upon request

19 Describe 1n Schedule O whether (and 1f so, how), the organ1zat1on makes 1ts governing documents, conflict of Interest policy, and f1nanc1al

statements available to the public.

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

The Organization - (202) 783-3870 organization's address, Washington, DC 20004

932006 02-04-10 See Schedule O for full list of states

6 11290525 739466 Freedomworks 2009.03030 Freedomworks, Inc.

Form 990 (2009)

FREEDOMl

Page 7: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

Form 902000 FreedomWorks Inc. 52-1349353 Pa e7 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 J·2 1f add1t1onal space 1s needed.

• l.Jst all of the organization's current officers, directors, trustees (whether 1nd1v1duals or organ1zat1ons), regardless of amount of compensation. Enter ·O· 1n columns (D), (E), and (F) 1f no compensation was paid.

• List all of the organ1zat1on's current key employees. See instructions for defin1t1on of 'key employee.' • List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable

compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organ1zat1ons.

• 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, 1n the capacity as a former director or trustee of the organ1zat1on, more than $10,000 of reportable compensation from the organ1zat1on and any related organizations. List persons 1n the following order: 1nd1v1dual trustees or directors; 1nst1tut1onal trustees; officers, key employees, highest compensated employees; and former such persons.

Och k h f d ff d ec t 1s box I the oraan1zat1on 1d not compensate any current o 1cer, ,rector or rustee.

(A) (B) (Cl (D) (E) (F)

Name and Title Average Pos1t1on Reportable Reportable Estimated hours (check all that apply) compensation compensation amount of

per 6 from from related other week }! the organ1zat1ons compensation -a "C

6

! !' organ1zat1on (W·2/1099·MISC) from the

! i (W·2/1099·M ISC) organ1zat1on I ~

~ ~ t 81 and related ,. a j J.2 J organ1zat1ons ~ ~ ~ g,~

:r ~

Hon. Richard K. Armey Board Member 20.00 x 250,000. 250,000. 0. Hon. James H. Burnley Board Member 1.00 x o. o. 0. Thomas Knudsen Board Member 1.00 x 0. 0. 0. Richard J. Stephensen Board Member 1.00 x 0. 0. 0. Matt Kibbe President 17.00 x x 115,302. 154,853. 37,942. Judith Mulcahy VP of Ooerations/Treasur 20.00 x 68,959. 68,959. 33,648. Wayne Brough VP of Research/Secretary 17.00 x 52,246. 70,168. 27,988. Mary Byrne VP of Development 17.00 x 62,550. 84,006. 7,360. Max Pappas VP of Public Policy 17.00 x 57,053. 76,624. 18,223. Richard Walker NW Reqional Director 17.00 x 47,863. 64,280. 25,037. John Jordan VP Fed. & State Campaiqn 17.00 x 47,115. 63,276. 14,402.

932001 02.04., a Form 990 (2009)

7 11290525 739466 Freedomworks 2009.03030 Freedomworks, Inc. FREEDOMl

Page 8: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

Form 990 (2009) Free d omWor k s, Inc. 52-1 3493 53 Page8 !Part VHI Section A. Officers Directors Trustees Key Employees and HiRhest Compensated Emplo\ ees (continued)

(A) (B) (C) (D) (E) (F)

Name and title Average Pos1t1on Reportable Reportable Estimated hours (check all that apply) compensation compensation amount of per

t from from related other

week the organ1zat1ons compensation 6 " !;

I .. organ1zat1on r,/'/·2/1099·M ISC) from the

I l I r,/'/·2/1099·M ISC) organ1zat1on

~ i t 8l and related

i a i jl.!! J organizations 1 i ¥1

1 b Total .... 701,088 • 832,166. 164,600. 2 Total number of ind1v1duals (including but not limited to those listed above) who received more than $100,000 1n reportable

t f h .... comoensa ion rom t e oraan1zat1on 2 Yes No

3 Did the organ1zat1on list any former officer, director or trustee, key employee, or highest compensated employee on

line 1 a? If "Yes," complete Schedule J for such tndtv1dual 3 x 4 For any 1nd1v1dual listed on line 1 a, 1s the sum of reportable compensation and other compensation from the organization

and related organ1zat1ons greater than $150,000? If "Yes," complete Schedule J for such md1vidual 4 x 5 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 5 x 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) (C) Name and business address Descnpt1on of services Compensation

Morgan, Meredith & Associates, Inc., 2875 !Printing & Mailing Towerview Road, #1000, Herndon, VA 20171 of Direct mail servi 774,256. Terra Eclipse Inc. 9043 Sequel Dr, Aptos, CA 95003 Website Desiqn 151,500.

2 Total number of independent contractors ~nclud1ng but not limited to those listed above) who received more than

$100 000 1n comoensat1on from the oraanizat1on .... 2 Form 990 (2009)

932008 02-04-10

8 11290525 739466 Freedomworks 2009.03030 Freedomworks, Inc. FREEDOM!

Page 9: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

Form ,990 (2009) Free d omwor k s, Inc. l Part VIII I Statement of Revenue

VI VI 1 a Federated campaigns 1a .... c: c: ! :::, b Membership dues 1b a,0 -E c Fundra1s1ng events 1c ~~ a>.!!! d Related organ1zat1ons 1d

cn'e e Government grants (contributions) 1e C:·-O VI

f All other contnbut1ons, gifts, grants, and ·-.. .. CP .,S.c s1m1lar amounts not included above 1f 3579269. :so c: "O O c:

g Noncash contnbut1ons included in lines 1 a-1t $

O co h Total. Add lines 1 a·1f ~

Business Code CP 2 a u 'f CP b CP :::,

U) c: c E~

d ! CP a,a: 0 e .. c.. f All other program service revenue

Q Total. Add lines 2a·2f ~

3 Investment income (1nclud1ng d1v1dends, interest, and

other s1m1lar amounts) ~

4 Income from investment of tax-exempt bond proceeds ~

5 Royalties ~

(1) Real (11) Personal

6 a Gross Rents 93,462. b Less: rental expenses

c Rental income or (loss) 93,462. d Net rental income or (loss) ~

7 a Gross amount from sales of l1l Securities 111) Other

assets other than inventory 751,106. b Less: cost or other basis

and sales expenses 750,607. c Gain or (loss) 499. d Net gain or (loss)

CP Sa Gross income from fundra1s1ng events (not :::,

1nclud1ng $ c: of CP > contributions reported on line 1 c). See CP cc .. Part IV, line 18 CP .c b Less. direct expenses 5

c Net income or (loss) from fundra1s1ng events

9 a Gross income from gaming act1v1t1es. See

Part IV, line 19

b Less: direct expenses

c Net income or (loss) from gaming act1v1t1es

10 a Gross sales of inventory, less returns

and allowances

b Less: cost of goods sold

c Net income or llossl from sales of 1nventorv

Miscellaneous Revenue

11 a Other income b

c

d All other revenue

e Total. Add lines 11a·11d

12 932009 02-04-10

Total revenue. See instructions

~

a

b

~

a

b ~

a

b

~

Business Code

900099

~

~

(A) (B) Total revenue Related or

exempt function revenue

3,579,269.

20,389.

1,207.

93,462.

499.

209. 209.

209. 3,695,035. 209.

9 11290525 739466 Freedomworks 2009.03030 Freedomworks, Inc.

5 2 -134 93 3 5 Page9

(C) (D)

Unrelated Revenue excluded from

business tax under revenue sections 512,

513,or514

20,389.

1,207.

93,462.

499.

0. 115,557. Form 990 (2009)

FREEDOM!

Page 10: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

Form.990 2009 FreedomWorks Inc. 5 2 -13 4 9 3 5 3 Pa e 10 Part tx Statement of Functional Expenses

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) and (0) I

Do not include amounts reported on lines 6b, (A) (B) (Cl (0)

7b, Sb, 9b, and 10b of Part VIII. Total expenses Program service Management and Fundra1sing expenses aeneral exoenses expenses

1 Grants and other assistance to governments and

organizations m the U S See Part IV, line 21

2 Grants and other assistance to ind1v1duals 1n

the U.S. See Part IV, line 22

3 Grants and other assistance to governments,

organ1zat1ons, and 1nd1v1duals outside the U.S.

See Part IV, lines 15 and 16

4 Benefits paid to or for members

5 Compensation of current officers, directors,

trustees, and key employees 531,469. 375,811. 60,408. 95,250. 6 Compensation not included above. to d1squal1f1ed

persons (as defined under section 4958(f)(1 )) and

persons described m section 4958(c)(3)(B)

7 Other salaries and wages 528,792. 345,865. 68,433. 114,494. 8 Pension plan contributions (include section 401 (k)

and section 403(b) employer contributions) 2,495. 1,632. 323. 540. 9 Other employee benefits 36,397. 23,806. 4,710. 7,881.

10 Payroll taxes 50,864. 33,269. 6,582. 11,013. 11 Fees for services (non-employees):

a Management

b Legal 71,516. 49,235. 6,159. 16,122. c Accounting 86,424. 59,498. 7,443. 19,483. d Lobbying

e Professional fundra1smg services See Part IV, lme 17 35,035. 35,035. f Investment management fees

g Other 57,631. 44,194. 5,529. 7,908. 12 Advertising and promotion 97,463. 97,383. 30. 50. 13 Office expenses 1,265,410. 802,100. 12,099. 451,211. 14 Information technology 46,685. 34,071. 4,664. 7,950. 15 Royalties

16 Occupancy 312,074. 204,607. 39,735. 67,732. 17 Travel 119,746. 109,424. 167. 10,155. 18 Payments of travel or entertainment expenses

for any federal, state, or local public off1c1als

19 Conferences, conventions, and meetings 9,334. 8,671. 16. 647. 20 Interest

21 Payments to affiliates

22 Deprec1at1on, depletion, and amortization 18,320. 12,011. 2,333. 3,976. 23 Insurance 29,799. 12,785. 14,869. 2,145. 24 Other expenses Itemize expenses not covered

above (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on lme 25 below )

a Direct mail costs 41,733. 31,270. 10,463. b Miscellaneous 22,204. 15,256. 3,310. 3,638. c Dues 14,672. 13,791. 786. 95. d Novelties 2,491. 2,491. e PhotograQhy 1,712. 1,712. f All other expenses

25 Total functional e1oenses Add Imes 1 throuah 241 3,382,266. 2,278,882. 237,596. 865,788. 26 Joint costs. Check here ~ [X] 11 following

SOP 98-2 Complete this lme only 11 the organization

reported m column (B) 1amt costs from a combined

educational camoatan and fund ra1sma sol1c1tat1an 1,238,206. 680.710. 0. 557,496. 932010 02-04-10 Form 990 (2009)

10 11290525 739466 Freedomworks 2009.03030 Freedomworks, Inc. FREEDOM!

Page 11: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

Form 990 (20GJ9) Freedomworks, Inc. 52-1349353 Page 11 I PartX I Balance Sheet

(A) (B) Beginning of year End of year

1 Cash · non·1nterest·beanng 105,589. 1 319,081. 2 Savings and temporary cash investments 2 859,619. 3 Pledges and grants receivable, net 103,500. 3 4 Accounts receivable, net 8,367. 4 4,740. 5 Receivables from current and former officers, directors, trustees, key

employees, and highest compensated employees. Complete Part II

of Schedule L 5 6 Receivables from other d1squahf1ed persons (as defined under section

4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete

Part II of Schedule L 6 Ill 7 Notes and loans receivable, net 7 -GI Ill 8 Inventories for sale or use 8 Ill < 9 Prepaid expenses and deferred charges 269,004. 9 189,351.

10a Land, bu1ld1ngs, and equipment. cost or other

basis. Complete Part VI of Schedule D 10a 747,229. b Less: accumulated deprec1at1on 10b 591,835. 83,698. 10c 155,394.

11 Investments· publicly traded secur1t1es 570,164. 11 8. 12 Investments· other securities. See Part IV, hne 11 12

13 Investments· program-related. See Part IV, line 11 13 14 Intangible assets 14 15 Other assets. See Part IV, line 11 790,217. 15 618,434. 16 Total assets. Add lines 1 throuoh 15 <must eaual line 34) 1,930,539. 16 2,146.627. 17 Accounts payable and accrued expenses 312,419. 17 247,115. 18 Grants payable 18

19 Deferred revenue 19

20 Tax·exempt bond hab1ht1es 20 Ill 21 Escrow or custodial account l1ab1hty. Complete Part IV of Schedule D 21 GI

~ 22 Payables to current and former officers, directors, trustees, key employees, :s highest compensated employees, and d1squal1f1ed persons. Complete Part II "' :.J of Schedule L 22

23 Secured mortgages and notes payable to unrelated third parties 23

24 Unsecured notes and loans payable to unrelated third parties 24

25 Other hab1ht1es. Complete Part X of Schedule D 120,964. 25 65,446. 26 Total liabilities. Add lines 17 throuoh 25 433,383. 26 312,561.

Organizations that follow SFAS 117, check here .... [X] and complete Ill lines 27 through 29, and lines 33 and 34. GI (J

27 Unrestricted net assets 1,388,273. 27 1,829,332. c:

"' 108,883. 4,734. iii 28 Temporanly restncted net assets 28 CD 'ti 29 Permanently restricted net assets 29 c:

Dand :I Organizations that do not follow SFAS 117, check here .... LI. .. complete lines 30 through 34. 0 Ill

30 Capital stock or trust pnnc1pal, or current funds 30 -GI Ill

31 Pa1d·1n or capital surplus, or land, bu1ld1ng, or equipment fund 31 ~ - 32 Retained earnings, endowment, accumulated income, or other funds 32 GI z 33 Total net assets or fund balances 1,497,156. 33 1,834,066. 34 Total l1ab1ht1es and net assets/fund balances 1,930,539. 34 2,146,627.

Form 990 (2009)

932011 02-04-10

11 11290525 739466 Freedomworks 2009.03030 Freedomworks, Inc. FREEDOM!

--~--- -~--

Page 12: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

Forll\ 990 (2009) Free d omwor k s, Inc. 5 2 -1 4 5 3 93 3 Page 12 I Part Xt I Financial Statements and Reporting

Yes No

1 Accounting method used to prepare the Form 990: Dcash 00 Accrual D Other

If the organ1zat1on changed its method of accounting from a pnor year or checked 'Other,' explain 1n Schedule O.

2a Were the organ1zat1on's financial statements compiled or reviewed by an independent accountant? 2a x b Were the organ1zat1on's financial statements audited by an independent accountant? 2b x c If 'Yes' to line 2a or 2b, does the organ1zat1on have a committee that assumes respons1b11ity for oversight of the audit,

review, or comp1lat1on of rts f1nanc1al statements and selection of an independent accountant? 2c x If the organization changed either its oversight process or selection process during the tax year, explain 1n Schedule O.

d If 'Yes' to line 2a or 2b, check a box below to 1nd1cate whether the f1nanc1al statements 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 organ1zat1on required to undergo an audit or audits as set forth 1n the Single Audit

Act and OMB Circular A·133? 3a x b If 'Yes,' did the organ1zat1on undergo the required audit or audits? If the organ1zat1on did not undergo the required audit

or audits exola1n whv 1n Schedule O and describe anv steos taken to underao such audits. 3b Form 990 (2009)

932012 02-04-10

12 11290525 739466 Freedomworks 2009.03030 Freedomworks, Inc. FREEDOM!

Page 13: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

~rucn111 c r -'WI'··-----..... (Form 990 or 990-EZ)

Department of the Treasury Internal Revenue Service

Dnli+i"~I r~mn~inn ~n,.. I nhh\linn Ar+iuitioc:: I VII l,l..,1,,1.1 ........... I lf-' ... 1::,1 I ......... ._'°'...,., 1 •• '::J' • • ..,., w 1 .,_......,

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.

OMB No 1545-0047

2009 ()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 l·A 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 l·B.

• Section 527 organ1zat1ons: Complete Part l·A 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) organ1zat1ons that have filed Form 5768 (election under section 501 (h)). Complete Part ll·A. Do not complete Part ll·B

• Section 501 (c)(3) organ1zat1ons that have NOT filed Form 5768 (election under section 501 (h)): Complete Part ll·B. Do not complete Part ll·A 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 Employer identification number

Freedomworks Inc. 52-1349353 Part l·A Complete if the organization is exempt under section 501 (c) or is a section 527 organization. 1 Provide a description of the organization's direct and 1nd1rect political campaign act1v1t1es 1n Part IV.

2 Pol1t1cal expenditures

3 Volunteer hours

I Part l-B j Complete if the organization is exempt under section 501 (c)(3). 1 Enter the amount of any excise tax incurred by the organization under section 4955

2 Enter the amount of any excise tax incurred by organ1zat1on managers 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?

~$ _______ _

~$ _______ _

~$~~~~~~-DYes 0No

0Yes 0No b If 'Yes ' describe 1n Part IV.

I Part 1-C j Complete if the organization is exempt under section 501 (c), except section 501 (c)(3). 1 Enter the amount directly expended by the filing organ1zat1on for section 527 exempt function act1v1t1es ~ $ ----------2 Enter the amount of the filing organ1zat1on's funds contributed to other organ1zat1ons for section 527

exempt function act1v1t1es ~ $ ---------3 Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120·POL,

line 17b ~$-~~--~~-4 Did the f1l1ng organization file Form 1120-POL for this year? D Yes D No

5 Enter the names, addresses and employer 1dentlf1cat1on number (EIN) of all section 527 political organizations to which payments were made. For each organ1zat1on listed, 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 pol1t1cal organ1zat1on, such as a separate segregated fund or a political action committee (PAC). If add1t1onal space 1s needed, provide 1nformat1on in Part IV.

(a) Name (b) Address (c) EIN (d) Amount paid from (e) Amount of polrt1cal filing organ1zat1on's contnbut1ons received and

funds. If none, enter -0·. promptly and directly delivered to a separate pol1t1cal organization

If none, enter -0-.

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

LHA

Schedule C (Form 990 or 990-EZ) 2009

932041 02-04-10

21 11290525 739466 Freedomworks 2009.03030 Freedomworks, Inc. FREEDOMl

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C:rh,.rl111 .. r,i=nrmaan,...aan.c:7\?nna F'r,:::,,:::,rlnmWnrl<c::. Tnl"' ""-1349353 Pc1yt:l2 !-P~-rt-U-A1

j -c'~;,;pl~t~if-th;w~;ga~~;ti;n-i-~-·~;;~~t1und~; ~ection 501(c)(3) and filed Form 5768

(election under section 501 (h)). A· Check .... D 1f the f1l1ng organization belongs to an affiliated group.

B c .... D f heck I the f11ina oraan1zat1on checked box A and 'l1m1ted control' prov1s1ons aooly.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)

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

b Total lobbying expenditures to influence a leg1slat1ve body (direct lobbying)

c Total lobbying expenditures (add lines 1 a and 1 b)

d Other exempt purpose expenditures

e Total exempt purpose expenditures (add lines 1c and 1d)

f

g

h

i

Lobbv1nc nontaxable amount. Enter the amount from the follow1nc table 1n both columns.

If the amount on line 1 e, column (a) or (b) 1s The lobbying nontaxable amount is:

Not over $500,000 20% of the amount on line 1 e.

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

Over $1 7 000 000 $1000000.

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

Subtract line 1 g from line 1 a. If zero or less, enter -0·

Subtract line 1 f from line 1 c. If zero or less, enter ·O· If there 1s an amount other than zero on either line 1 h or line 11, did the organ1zat1on file Form 4 720

reporting section 4911 tax for this year?

4-Year Averaging Period Under Section 501 (h)

(a) F1l1ng organ1zat1on's

totals

(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 (a) 2006 {b) 2007 (c) 2008 (d) 2009 (or fiscal year beginning in)

2a Lobbv1na nontaxable amount

b Lobbying ceiling amount (150% of line 2a, column(e))

c Total lobbv1na exoendrtures

d Grassroots nontaxable amount

e Grassroots ce1l1ng amount (150% of line 2d, column (e))

f Grassroots lobbv1na expenditures

(b) Aff1l1ated group totals

Oves 0No

(e) Total

Schedule C (Form 990 or 990-EZ) 2009

932042 02-04-10

22 11290525 739466 Freedomworks 2009.03030 FreedomWorks, Inc. FREEDOM!

Page 15: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

Sc"}edu!e C-{Fcrm 990 cr990·EZ} 2009 Fr,:lerlom.Works; Inc. 52-1319 35 3 I Part H-B I Complete if the organization is exempt under section 501 (c)(3) and has NOT filed Form 5768

(election under section 501 (h)).

(a) (b)

Yes No Amount

1 Dunng the year, did the fiilng organ1zat1on attempt to influence foreign, national, state or

local leg1slat1on, 1nclud1ng any attempt to influence pubhc op1n1on on a leg1slat1ve matter

or referendum, through the use of.

a Volunteers?

b Paid staff or management (include compensation ,n expenses reported on lines 1 c 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 leg1slat1ve body? h Ralhes, demonstrations, seminars, conventions, speeches, lectures, or any s1m1lar means?

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

j Total. Add lines 1 c through 11

2a Did the act1vrt1es 1n hne 1 cause the organ1zat1on to be not descnbed 1n section 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 organ1zat1on managers under section 4912

d If the f1l1nn ornan1zat1on incurred a section 4912 tax did 1t file 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

1 Were substantially all (90% or more) dues received nondeductible by members? 1 x 2 Did the organ1zat1on make only 1n·house lobbying expenditures of $2,000 or less? 2

3 Did the oraan1zat1on aaree to carrvover lobbv1na and aoht1cal exaend1tures from the cr1or vear? 3 !Part Ill-Bl Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section

1

2

3

4

5

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"

Dues, assessments and s1m1lar amounts from members 1

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

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

a Current year 2a

b Carryover from last year 2b

c Total 2c

Aggregate amount reported ,n section 6033(e)(1 )(A) notices of nondeductible section 162(e) dues 3

If notices were sent and the amount on line 2c exceeds the amount on hne 3, what portion of the excess

does the organ1zat1on agree to carryover to the reasonable estimate of nondeductible lobbying and poht1cal

expenditure next year? 4

Taxable amount of lobbv,na and ooht1cal exoend1tures (see 1nstruct1onsl 5 !Part IV l Sunnlemental Information

No

x x

Complete this part to provide the descnpt1ons required for Part l·A, line 1; Part l·B, hne 4; Part l·C, line 5; and Part 11·8, hne 11. Also, complete this part

for any addrt1onal 1nformat1on.

Schedule C (Form 990 or 990-EZ) 2009

932043 02·04·10

23 11290525 739466 Freedomworks 2009.03030 Freedomworks, Inc. FREEDOM!

Page 16: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

~rhorl11lo n C, ,..,...,.1,... .... ,... ... +.,.1 Ci ... -.. ....... i ... l ~+ ... +-- .... -+ .... 'W'Wt't''""' I l'vl I l,QI I II IQI l"IQI ""'1,0 l,'C,I I IIC,I 11,.>

OMB No 1545-Q0~7 .................................. ~ Complete if the organization answered "Yes," to Form 990, (Form 990) 2009

Department of the Treasury Internal Revenue Service

Part IV, line 6, 7, 8, 9, 10, 11, or 12. ~ Attach to Form 990. ~ See separate instructions.

Open to Public Inspection

Name of the organization Employer identification number Freedomworks Inc. 52-1349353

Part J Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete 1f the

organ1zat1on answered 'Yes' to Form 990, Part IV, line 6 (a) Donor advised funds (b) Funds and other accounts

1 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 1n writing that the assets held 1n donor advised funds

are the organ1zat1on's property, subject to the organization's exclusive legal control?

6 Did the organ1zat1on inform all grantees, donors, and donor advisors 1n writing 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 1f the organ1zat1on answered 'Yes' to Form 990, Part IV, line 7.

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

0Yes

0Yes

D Preservation of land for public use (e.g., recreation or pleasure) D Preservation of an historically important land area

D Protection of natural habitat D Preservation of a certified historic structure

D Preservation of open space

0No

0No

2 Complete lines 2a through 2d 1f the organ1zat1on held a qual1f1ed conservation contribution 1n the form of a conservation easement on the last

day of the tax year. Held at the End al the Tax Year

a Total number of conservation easements

b Total acreage restricted by conservation easements

c Number of conservation easements on a cert1f1ed historic structure included 1n (a)

d Number of conservation easements included 1n (c) acquired after 8/17 /06

2a

2b

2c

2d

3 Number of conservation easements mod1f1ed, transferred, released, ext1ngu1shed, or terminated by the organ1zat1on during the tax year~ ______ _

4 Number of states where property subject to conservation easement 1s located ~

5 Does the organ1zat1on have a written policy regarding the periodic monitoring, 1nspect1on, handling of

v1olat1ons, and enforcement of the conservation easements rt holds? D Yes

6 Staff and volunteer hours devoted to mon1tonng, 1nspect1ng, and enforcing conservation easements during the year~ 7 Amount of expenses incurred 1n monitoring, 1nspect1ng, and enforcing conservation easements during the year~ $ ______ _

8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(8)0)

and section 170(h)(4)(8)(11)? D Yes

0No

0No

9 In Part XIV, describe how the organ1zat1on reports conservation easements in its revenue and expense statement, and balance sheet, and

include, 1f applicable, the text of the footnote to the organ1zat1on's financial statements that descnbes the organization's accounting for

conservation easements. l Part HJ j Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.

Complete 1f the organ1zat1on answered 'Yes' to Form 990, Part IV, line 8.

1 a If the organ1zat1on elected, as permitted under SFAS 116, not to report in 1ts revenue statement and balance sheet works of art, historical

treasures, or other s1m1lar assets held for public exh1b1t1on, education, or research in furtherance of public service, provide, 1n Part XIV, the text of

the footnote to its financial statements that descnbes these items.

b If the organ1zat1on elected, as permitted under SFAS 116, to report 1n 1ts revenue statement and balance sheet works of art, h1stoncal treasures,

or other s1m1lar assets held for public exh1brt1on, education, or research 1n furtherance of public service, provide the following amounts relating to

these items.

(i) Revenues included 1n Form 990, Part VIII, line 1

(ii) Assets included 1n Form 990, Part X

~ $ ______ _

~$ _______ _

2 If the organ1zat1on received or held works of art, hlstoncal treasures, or other s1m1lar assets 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 1n Form 990, Part X

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. 932051 02·01-10

24 11290525 739466 Freedomworks 2009.03030 Freedomworks, Inc.

~ $ ______ _

~ $ ______ _

Schedule D (Form 990) 2009

FREEDOMl

Page 17: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

Inc. r:;") 1 ')IIQ')r:;') ~--·" .J' - .L ..J "':I: J .J J .J Id t:t'

Part 1H Or anizations Maintainin Collections of Art Historical Treasures or Other Similar Assets continue

3 Using the organization's acqu1s1t1on, accession, and other records, check any of the following that are a s1gn1ficant use of its collection items (check all that apply):

a D Public exh1b1t1on d D Loan or exchange programs

b D Scholarly research e D Other ----------------------~ c D Preservation for future generations

4 Provide a descnpt1on of the organization's collections and explain how they further the organ1zat1on's exempt purpose 1n Part XIV.

5 Dunng the year, did the organ1zat1on sol1c1t or receive donations of art, historical treasures, or other s1m1lar assets

to be sold to raise funds rather than to be ma1nta1ned as art of the or an1zat1on's collection? D Yes 0No Part W Escrow and Custodial Arrangements. Complete 1f organ1zat1on answered 'Yes' to Form 990, Part IV, line 9, or

reported an amount on Form 990, Part X, line 21.

1a Is the organ1zat1on an agent, trustee, custodian or other 1ntermed1ary for contributions or other assets not included

on Form 990, Part X?

b If 'Yes,' explain the arrangement 1n Part XIV and complete the following table:

c Beginning balance

d Add1t1ons during the year

e D1stnbut1ons during the year

Ending balance

2a Did the organ1zat1on include an amount on Form 990, Part X, line 21?

b If 'Y I P XIV es exo1a1n the arranaement 1n art I PartV I Endowment Funds. Complete 1f the organ1zat1on answered 'Yes' to Form 990, Part IV, line 10.

1c

1d

1e

1f

0Yes 0No

Amount

Dves 0No

(a) Current year (bl Prior year (cl Two vea rs back Id\ Three vears back (el Four vears back

1a Beg1nn1ng of year balance

b Contributions

c Net investment earnings, gains, and losses

d Grants or scholarships

e Other expenditures for fac1l1t1es

and programs

f Admin1strat1ve expenses

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 1n the possession of the organ1zat1on that are held and administered for the organ1zat1on

by

4

(i) unrelated organ1zat1ons

(ii) related organizations

b If 'Yes' to 3a(11), are the related organ1zat1ons listed as required on Schedule R?

Descnbe1n P XIV f d f art the intended uses o the oraan1zat1on's en owment unds. I Part VI J Investments - Land, Buildings, and Equipment. See Form 990, Part x. line 10.

Description of investment (a) Cost or other (bl Cost or other basis Onvestment) basis (other)

1a Land

b Bu1ld1ngs

c Leasehold improvements 146,358. d Equipment 531,399. e Other 69,472.

Total. Add lines 1 a throuah 1 e. (Column (d) must eaua/ Form 990 Part X column (Bl. line 1 Of cl.I

(c) Accumulated deprec1at1on

129,200. 394,989.

67,646. ....

Yes No

3a(i)

3afiil

3b

(cl) Book value

17,158. 136,410.

1,826. 155,394 .

Schedule D (Form 990) 2009

932052 02-01-10

11290525 739466 Freedomworks 25

2009.03030 Freedomworks, Inc. FREEDOMl - - ---- - - -------------

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--.. ·---·-- ...................... ._ ............ ------ ... ····--··-· Tn,-, .......... _. ~~ -

...__ ... ____ I Q\.,11;1 V

I Part Vlll Investments - Other Securities. See Form 990, Part X, l1ne 12.

(a) Description of security or category (b) Book value

(c) Method of valuation. (1nclud1ng name of security) Cost or end·of·year market value

F1nanc1al derivatives

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 x. line 13.

(a) Description of investment type (b) Book value (c) Method of valuation:

Cost or end·of·year market value

Total. ICol lb\ must eoual Form 990 Part X col IB\ line 13 \ ~ I Part IX 1 Other Assets. See Form 990, Part X, line 15

(a) Descnpt1on (b) Book value

Due from related organizations 618,434.

Total. (Column (bl must eoua/ Form 990 Part X co/ fBJ ltne 15.J ~ 618,434. I Part X I Other Liabilities. See Form 990, Part X, line 25.

1. (a) Descnpt1on of hab1hty (b) Amount

Federal income taxes

Deferred rent 65,446.

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's financial statements that reports the organ1zat1on's hab1lrty for

uncertain tax pos1t1ons under FIN 48 932053 02-01·10

11290525 739466 FreedomWorks 26

2009.03030 Freedomworks, Inc.

Schedule D (Form 990) 2009

FREEDOMl

Page 19: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

C:,-h .. r1, i1 .. n.1~,vm aam ?nna Tn,.. A --,·---·- - . -···· ........... .._ ............ ------.. ····--., .... _, ~ ...... _. J,- ... _,"2'.J...J.J.J .-auto~ I Part XJ l Reconciliation of Change in Net Assets from Form 990 to Audited Financial Statements

1 Total revenue (Form 990, Part VIII, column (A), line 12) 1 2 Total expenses (Form 990, Part IX, column (A), line 25) 2 3 Excess or (def1c1t) for the year. Subtract line 2 from line 1 3 4 Net unrealized gains (losses) on investments 4 5 Donated services and use of fac11it1es 5 6 Investment expenses 6 7 Prior period adjustments 7 8 Other (Describe in Part XIV.) 8 9 Total adjustments (net) Add lines 4 through 8 9

10 Excess or (def1c1tl for the vear oer audited f1nanc1al statements. Combine lines 3 and 9 10 I Part XII l Reconciliation of Revenue per Audited Financial Statements With Revenue per Return

1 Total revenue, gains, and other support per audited f1nanc1al statements 1 2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:

a Net unrealized gains on investments 2a

b Donated services and use of fac11it1es 2b

c Recoveries of prior year grants 2c

d Other (Describe in Part XIV.) 2d

e Add lines 2a through 2d 2e

3 Subtract line 2e from line 1 3 4 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 I 4a I b Other (Describe 1n Part XIV.) 4b

c Add lines 4a and 4b 4c

5 Total revenue. Add lines 3 and 4c. (This must eaual Form 990 Part I /me 12 ) 5 I Part XHll Reconciliation of Expenses per Audited Financial Statements With Expenses per Return

1 Total expenses and losses per audited financial statements 1

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

a Donated services and use of fac1l1t1es 2a

b Prior year adjustments 2b

c Other losses 2c

d Other (Describe in Part XIV.) 2d

e Add lines 2a through 2d 2e

3 Subtract line 2e from line 1 3

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

a Investment expenses not included on Form 990, Part VIII, line 7b I 4a I b Other (Describe 1n Part XIV.) 4b

c Add lines 4a and 4b 4c

5 Total exoenses. Add lines 3 and 4c. rTh1s must eaual Form 990 Part I /me 18.J 5 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 1 band 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 add1t1onal 1nformat1on.

932054 02·01·10

11290525 739466 FreedomWorks 27

2009.03030 Freedomworks, Inc.

Schedule D (Form 990) 2009

FREEDOM!

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~,... .. .-......... ..... ~~nCLIUL.C U

(Form \)90 or 990-EZ) Suppie,nentai inforrr1ation Regarding

Fundraising or Gaming Activities ..... .. " ··-.. , ., ............. '-'1 .. IU l'IU I.J ... J•uu-.1

2009 Department of the Treasury Internal Revenue Service

.... Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a.

.... Attach to Form 990 or Form 990-EZ ..... See se arate instructions. Open To Public Inspection

Name of the organ1zat1on Employer identification number

Freedomworks Inc. 52-1349353

I Part J I Fundraising Activities. Complete 1f the organ1zat1on answered 'Yes' to Form 990, Part IV, line 17. Form 990·EZ 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 00 Mail sohc1tat1ons e 00 Sohc1tat1on of non·government grants

b 00 Internet and email sol1c1tat1ons f D Sol1c1tat1on of government grants

c 00 Phone sol1c1tat1ons g D Special fundra1s1ng events

d 00 ln·person sol1c1tat1ons

2 a Did the organ1zat1on have a wntten or oral agreement with any 1nd1v1dual Onclud1ng officers, directors, trustees or

key employees listed in Form 990, Part VII) or entity 1n connection with professional fundra1s1ng services? 00 Yes 0No b If 'Yes,' list the ten highest paid 1nd1v1duals or ent1t1es (fundra1sers) pursuant to agreements under which the fundra1ser 1s to be

compensated at least $5,000 by the organization.

(i) Name of 1nd1v1dual (iii) Did

(iv) Gross receipts (v) Amount paid (vi) Amount paid

(ii) Activity fundra1ser to (or retained by) to (or retained by) or entity (fundra1ser) h~~~~~~r~r from act1v1ty fundra1ser organ1zat1on contnbut,ons? fisted 1n col. (i)

Clearword IFundraising Yes No Communication Group, ~ounsel x 1,201,340. 35,035. 1,166,305.

Total .... 1,201,340 • 35,035. 1,166,305. 3 List all states 1n which the organization is registered or licensed to sol1c1t funds or has been not1f1ed 1t 1s exempt from reg1strat1on or 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. Schedule G (Form 990 or 990-EZ) 2009

932081 02-03-10

28 11290525 739466 Freedomworks 2009.03030 Freedomworks, Inc. FREEDOM!

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Sl,;in~duie:=G"'Furrn~~uor99G·EZ'2009 Freedomt·Iorks Inc. 52-1349353 Pa e2

Part If Fundraising Events. Complete 1f the organ1zat1on answered 'Yes• to Form 990, Part IV, line 18, or reported more than $15,000

on Form 990·EZ, 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) (event type) (total number) col (c))

Q) :::, c Q) >

Gross receipts Q) 1 a:

2 less: Chantable contributions

3 Gross income (line 1 minus line 2)

4 Cash prizes

en Q)

5 Noncash prizes en c Q) a. 6 RenUfac1l1ty costs JS ti !!! 7 Food and beverages i:5

8 Entertainment

9 Other direct expenses

10 Direct expense summary Add lines 4 through 9 1n column (d) .... ( l 11 Net income summarv. Combine line 3 column Id\ and line 10 ....

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

$15,000 on Form 990·EZ, line 6a.

Q) (a) Bingo (bl Pull tabs/instant

(c) Other gaming (d) Total gaming (add

:::, bingo/progressive bingo col (a) through col. (c)) c Q)

> Q)

a: 1 Gross revenue

en 2 Cash prizes Q) en c Q) a. 3 Noncash prizes JS ti !!! i:5

4 RenUfac11ity costs

5 Other direct expenses

Dves % Dves % Dves %

6 Volunteer labor 0No 0No 0No

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

8 Net aam1na income summarv. Combine line 1 column (dl and line 7 .... Yes No

9 Enter the state(s) 1n which the organization operates gaming act1V1t1es:

a Is the organ1zat1on licensed to operate gaming act1v1t1es in each of these states? 9a

b If 'No,' explain:

1 Oa Were any of the organ1zat1on's gaming licenses revoked, suspended or terminated dunng the tax year? 10a

b If 'Yes,' explain:

11 Does the organization operate gaming act1v1t1es With nonmembers? 11

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

adm1n1ster chantable aam1na? 12

932082 02·00· 10 Schedule G (Form 990 or 990-EZ) 2009

29 11290525 739466 FreedomWorks 2009.03030 Freedomworks, Inc. FREEDOM!

Page 22: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

'-'t...1~C'uu1C' u lrOiiT1 :,:,v Oi ::,::,v·cL..i .:::.vu::, ,L ..L '-'-Y""",uL,,....,..L n .. ~ I .L.&.J.V • .JG-.1....;,~::,.;,.J.;, Paae .-; Yes No

13 Indicate the percentage of gaming act1v1ty operated rn:

a The organ1zat1on's facility 13a % b An outside fac1l1ty 13b %

14 Enter the name and address of the person who prepares the organ1zat1on's gamrng/spec1al events books and records:

Name..,.

Address ..,.

15a Does the organ1zat1on have a contract with a third party from whom the organ1zat1on receives gaming revenue? 15a

b If 'Yes,' enter the amount of gaming revenue received by the organ1zat1on ... $ and the amount

of gaming revenue retained by the third party ..,. $ 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 ..,.

D D1rector/off1cer D Employee D Independent contractor

17 Mandatory d1stnbut1ons:

a Is the organ1zat1on required under state law to make chantable d1stnbut1ons from the gaming proceeds to

retain the state gaming license? 17a

b Enter the amount of d1stnbut1ons required under state law to be d1stnbuted to other exempt organ1zat1ons or spent rn the

oraanrzat1on's own exemot act1v1t1es dunno the tax vear ..,. $

Schedule G (Form 990 or 990-EZ) 2009

932083 02-03-10

30 11290525 739466 FreedomWorks 2009.03030 Freedomworks, Inc. FREEDOM!

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~l"UCr'\111 C I WWI ,._..,V~I. '1tl

(Form·990)

Department of the Treasury Internal Revenue Service

r,......,. ... ,.. ............... ; ............. , ...................... : ........ -\.llllt,l"-ll~DLIUII IIIIVI IIIQLIVII

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.

UMt) NO, l:>4:>-W4f

2009 Open to Public

Inspection

Freedomworks, Inc. I Employer identification number

52-1349353 Name of the organization

Part l I Questions Regarding Compensation

1a Check the appropriate box(es) 1f the organization provided any of the following to or for a person listed 1n Form 990,

Part VII, Section A, line 1 a. Complete Part Ill to provide any relevant information regarding these items.

[X] F1rst·class or charter travel D Housing allowance or residence for personal use

D Travel for companions D Payments for business use of personal residence

D Tax 1ndemn1f1cat1on and gross·up payments D Health or social club dues or 1n1t1at1on fees

D D1scret1onary spending account [X] Personal services (e.g., maid, chauffeur, chef)

b If any of the boxes on line 1 a 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

2 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?

3 Indicate which, 1f any, of the following the organ1zat1on uses to establish the compensation of the organ1zat1on's

CEO/Executive Director. Check all that apply.

[X] Compensation committee D Wntten employment contract

D Independent compensation consultant [X] Compensation survey or study

[X] Form 990 of other organ1zat1ons [X] Approval by the board or compensation committee

4 Dunng the year, d1d any person listed 1n Form 990, Part VII, Section A, line 1 a, with respect to the filing

organ1zat1on or a related organization:

a Receive a severance payment or change·of·control payment?

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

c Part1c1pate 1n, or receive payment from, an equ1ty·based compensation arrangement?

If 'Yes' to any of lines 4a·c, 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.

5 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?

b Any related organization?

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

6 For persons listed 1n Form 990, Part VII, Section A, line 1 a, did the organization pay or accrue any compensation

contingent on the net earnings of.

a The organization?

b Any related organization?

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 non·f1xed payments

not described 1n lines Sand 6? If 'Yes,' describe 1n Part Ill

8 Were any amounts reported 1n Form 990, Part VII, paid or accrued pursuant to a contract that was subJect to the

1n1t1al contract exception descnbed 1n Regs. section S3.49S6·4(a)(3)? If 'Yes,' descnbe in Part Ill

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

Reaulat1ons section S3.49S6·6(cl?

Yes No

1b X

2 x

4a x 4b x 4c x

5a x 5b x

6a x 6b x

7 x

8 x

9

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2009

932111 02·02-10

11290525 739466 Freedomworks 31

2009.03030 Freedomworks, Inc. FREEDOMl

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Schedule J {Form 990) 2009 FreedomWorks, Inc. 52-1349353 Paqe;Z

Part ll I Officers, Directors, Trustees, Key Employees, and High~st Compensated Employees. Use Schedule J·1 1f add1t1onal space 1s needed

For each 1nd1v1dual whose compensation must be reported 1n Schedule J, report compensation from the organ1zat1on on row (Q and from related organizations, described 1n the instructions, on row {i1).

Do not list any 1nd1v1duals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(Q·~lij must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.

(8) Breakdown of W·2 and/or 1099·MISC compensation (C) (D) (E) (F)

Retirement and Nontaxable Total of columns Compensation

(A) Name (i) Base (ii) Bonus & (iii) Other other deferred benefits (B)ro·(D) reported in pnor

compensation 1ncent1ve reportable compensation Form 990 or compensation compensation

Form 990·EZ

(i) 250,000. 250,000. Hon. Richard K. Armey (ii) 250,000. 250,000.

(i) 110,959. 4,343. 7,042. 9,151. 131,495. Matt Kibbe (ii) 149,020. 5,833. 9,458. 12,291. 176,602.

(i) 68,959. 6,750. 10,074. 85,783. Judith Mulcahy (ii) 68,959. 6,750. 10,074. 85,783.

(i) 52,246. 7,042. 4,903. 64,191. Wayne Brough (ii) 70,168. 9,458. 6,585. 86,211.

(i) 62,550. 3,141. 65,691. Mary Byrne (ii) 84,006. 4,219. 88,225.

(i) 57,053. 3,187. 4,591. 64,831. Max Pappas (ii) 76,624. 4,280. 6,165. 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 02·02·10 32

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Schedule J (Form 990) 2009 Freedomworks, Inc. 52-1349353 Paae3

Part m I Supplemental Information

Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1 a, 1 b, 4c, Sa, Sb, 6a, 6b, 7, and 8. Also complete this part for any add1t1onal 1nformat1on

Part I, Line la: First-class travel: Richard Armey - pursuant to terms of

contract! flies first-class for b~siness trips.

Personal services: Richard Arme~-- uses driving service occasionally for

transport to airport or around city for business trips.

Schedule J (Form 990) 2009

932113 02-02-10 33

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SCHEDULE L (Form 090 or 990-EZ)

Department of the Treasury Internal Revenue Service

Name of the organization

-r ....................... : ........... ,a,:.a.L.. 1 .... .a.--.-........ .a. .... .-.1 n .... - ............. ..... I I a1 l.:)Q\, LIVI 1.:, .... ILi I II ILC'I c;.:, LC'U r 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.

Freedomworks Inc. Part J Excess Benefit Transactions (section 501 (c)(3) and section 501 (c)(4) organ1zat1ons only).

2009 Open Ta Public Inspection

Employer identification number

52-1349353

c omolete 1f the oraan1zat1on answered 'Yes' on Form 990, Part IV, line 25a or 25b, or Form 990·EZ Part V, l1ne 40b. 1

(a) Name of d1squal1f1ed person (b) Descnpt1on of transaction

2 Enter the amount of tax imposed on the organization managers or d1squallf1ed persons dunng the year under

section 4958

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

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

(cl Corrected?

Yes No

~$ ______ _

~ $ _____ _

C I f 'Y F O P IV I 26 F omo ete I the oraan1zat1on answered es' on orm 99 , art , 1ne , or orm . art , 1ne 990 EZ P V 1 38 a.

(a) Name of interested (b) Loan to or from (c) Ong1nal pnnc1pal (d) Balance due (e) In (f) Approved (g) Wntten by board or person and purpose the organization? amount default? committee? agreement?

To From Yes No Yes No Yes No

Total ~ $ I Part ml Grants or Assistance Benefiting Interested Persons.

Comolete 1f the oroan1zat1on answered 'Yes' on Form 990 Part IV, line 27.

(a) Name of interested person (b) Relat1onsh1p between interested person and (c) Amount and type of the organ1zat1on assistance

I Part IV l Business Transactions Involving Interested Persons. Co molete I the oraan1zat1on answered 'Y es' on F orm art , 1ne a , or 990 P IV 1 28 28b 28 c.

(a) Name of interested person (b) Relat1onsh1p between interested (c) Amount of (d) Descnpt1on of (e) Shanng of organ1zat1on's

person and the organ1zat1on transaction transaction revenues?

Yes No Richard K. Armey Board member 250,000. ~onsultinq x Terrv Kibbe !President's spouse 33,000. Manaqement x

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

Instructions for Form 990 or 990-EZ.

Schedule L (Form 990 or 990-EZ) 2009

See Schedule O for Schedule L Continuations

932131 02-01-10

34 11290525 739466 Freedomworks 2009.03030 Freedomworks, Inc. FREEDOM!

Page 27: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

(Form 990)

Department of the Treasury Internal Revenue Service

l!:!"----•----.a.-• ._ ... ____ .&.~-- .&.- ... ___ """

.;:JUt,Jt,Jlt::lllt::llli:21 IIIIUrllldllUII LU ruu11 :,:,u

Complete to provide information for responses to specific questions on Form 990 or to provide any additional information.

.... Attach to Form 990.

OMB No 1545·0047

2009 Open tq Public lnspection

Name of the organ1zat1on Employer identification number Freedomworks Inc. 52-1349353

Form 990, Part I, Line 1, Description of Organization Mission:

concentration on fiscal and economic policy issues.

Form 990, Part III, Line 2, New Program Services:

March on Washington: A rally at the Capitol with over 600,000 in

attendance.

Form 990, Part III, Line 3, Changes in Program Services:

Discontinued a statewide energy campaign in Oregon.

Form 990, Part III, Line 4d, Other Program Services:

Tax & Budget: Promotes fiscal and consumer-focused economic policies

through education and research in domestic markets.

Expenses$ 258275. including grants of$ O. Revenue$ 0.

Government Affairs

Expenses$ 105314. including grants of$ 0. Revenue$ O.

Regulation

Expenses$ 69454. including grants of$ O. Revenue$ O.

Research

Expenses$ 66970. including grants of$ O. Revenue$ 0.

Energy & Environment: Public policy advocacy, education and research

on issues related to energy policy and its economic impact. LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. 932211 02·03·10

35 11290525 739466 FreedomWorks 2009.03030 Freedomworks, Inc.

Schedule O (Form 990) 2009

FREEDOM!

Page 28: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

(Form 990)

Department of the Treasury Internal Revenue Service

Name of the organ1zat1on

~- ·--·----.L-1 ._ ... ____ ... : __ ... _ ,. ___ """ ~UIJl,llt::l llt::11 LCU II IIUII lli:HIUII LU ru1111 ~~u

Complete to provide information for responses to specific questions on Form 990 or to provide any additional information.

..... Attach to Form 990.

FreedomWorks Inc.

OMB No 1545-0047

2009 Open to Put1fic lnspection

Employer identification number 52-1349353

Expenses$ 26780. including grants of$ 0. Revenue$ O.

Form 990, Part VI, Section A, line 6: Freedomworks has members.

Form 990, Part VI, Section A, line 7a: According to Freedomworks bylaws,

one member of the Board of Trustees is to be elected by the members.

Form 990, Part VI, Section B, line 11: A copy of the 990 was provided to

the senior staff and reviewed by board audit committee members before it

was filed.

Form 990, Part VI, Section B, Line 12c: Governance and Ethics Policy is

signed annually by the Board of Directors and employees. Freedomworks

directors and employees shall disclose annually to the Secretary any direct

conflict between their own individual interests and those of FreedomWorks.

If such conflict does exist, the director or employee shall provide the

Secretary written notice of such relationship and shall refrain from

attempting to exert any influence on Freedomworks until the matter has been

reviewed and resolved.

Form 990, Part VI, Section B, Line 15: The process includes completion of

a compensation study based on information obtained from our outside general

counsel and other Washington, DC based, non-profit organizations with

similar budgets. This information is then presented to the compensation

committee at a semi-annual Board meeting to discuss and vote on. This

process includes compensation for the CEO, Treasurer and Chairman. The LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. 932211 02-03-10

36 11290525 739466 FreedomWorks 2009.03030 Freedomworks, Inc.

Schedule O (Form 990) 2009

FREEDOMl

Page 29: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

crucn111 c n ............ ..,."' ..... "' (Form 990)

De11artment of the Treasury Internal Revenue Service

Name of the organization

~. ·--·---- ... -· ·-~----.a.=--.&.- ,.. ___ """ ...:JUl-'1-'IIC:IIIIC:IILCII IIIIUIIIICILIUII LU rur111 ;:n,u

Complete to provide information for responses to specific questions on Form 990 or to provide any additional information.

~ Attach to Form 990.

Freedomworks Inc.

OMB No 1545-0047

2009 Open to Public lnspection

Employer identification number 52-1349353

process for determining compensation of other officers or key employees of

the organization is determined by the President.

Form 990, Part VI, Line 17, List of 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, Section C, Line 18: Freedomworks makes its Form 1024

available upon request. FreedomWorks makes available a public disclosure

copy of its Federal Form 990 upon request and on Guidestar.

Form 990, Part VI, Section c, Line 19: Freedomworks makes its governing

documents, certain policies (including conflict of interest policy) and

financial statements available upon request based on discretion of

management.

Form 990, Part XI, Line 2C

FreedomWorks has an audit committee that assumes responsibility for

oversight of the audit of its financial statements and selection of an

independent accountant.

Sch L, Part IV, Business Transactions Involving Interested Persons:

(a) Name of Person: Richard K. Armey

(d) Description of Transaction: Consulting services

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

37 11290525 739466 Freedomworks 2009.03030 Freedomworks, Inc.

Schedule O (Form 990) 2009

FREEDOMl

Page 30: FreedomWorks Inc 521349353 2009 061D5BE2Searchable

(Form 990)

De~artment of the Treasury Internal Revenue Service

Name of the organ1zat1on

Supplemental Information to Form 990 Complete to provide information for responses to specific questions on

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

FreedomWorks Inc.

(a) Name of Person: Terry Kibbe

(d) Description of Transaction: Management consulting

Form 990, Part VII, Section A, Column B

Average Hours Per Week on Related Organization

Hon. Richard K. Armey, Director, 20 hours per week

Matt Kibbe, President, 23 hours per week

OM B No 1545-004 7

2009 Open to Public Inspection

Employer identification number 52-1349353

Judith Mulcahy, VP of Operations/Treasurer, 20 hours per week

Wayne Brough, VP of Research/Secretary, 23 hours per week

Mary Byrne, VP of Development, 23 hours per week

Max Pappas, VP of Public Policy, 23 hours per week

Richard Walker, NW Regional Director, 23 hours per week

John Jordan, VP Fed. & State Campaign, 23 hours per 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.

Schedule O (Form 990) 2009

FREEDOMl

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Related Organizations and Unrelated Partnerships SCHEDULER (Form 990) .... Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37. Department of the Treasury lnJ~mal Rev~nue Serv1c~

Name of the organization

.... Attach to Form 990. .... See separate instructions.

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

(a) (b) (c) (d)

Name, address, and EIN Primary act1v1ty Legal domicile (state or Total income of disregarded entity foreign country)

OMB No 1545-0047

2009 Open to Public

Ins~ •

Employer identification number

52-1349353

(e) (f)

End-of·year assets Direct controlling entity

Part fl Identification of Related Tax-Exempt Organizations (Complete 1f the organ1zat1on answered 'Yes' to Form 990, Part IV, line 34 because rt had one or more related tax-exempt organ1zat1ons during the tax year.)

(a) (b) (c)

Name, address, and EIN Primary act1v1ty Legal dom1c1le (state or of related organization foreign country)

FreedomWorks Foundation - 52-1526916 ~romot1ng and supporting

601 Pennsylvania Ave. NW N. Building t700 ~ommon sense economic

Washington DC 20004 policies. bistrict of Columbia

FreedomWorks PAC - 52-2204395

601 Pennsylvania Ave. NW N. Building t700

Washington DC 20004 ~olitical Action Committee District of Columbia

Oregon FreedomWorks PAC - 93-1305086

601 Pennsylvania Ave. NW N. Building t700

Washington DC 20004 ~olitical Action Committee ::>reg on

Taxpayer Defense Fund - 41-2108993

601 Pennsylvania Ave. NW N. Building t700

Washington DC 20004 Political Action Committee Oregon

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

932161 02-04·10 39

(d) (e) (f)

Exempt Code Public chanty Direct controlling section status (If section entity

501 (c)(3))

501(c)(J) 7 N/A

527 ~/A

527 N/A

527 N/A

Schedule R (Form 990) 2009

• .

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Schedule R (Form 990) 2009 FreedomWorks, Inc. 52-1349 353. Page 2 "

" Part Ill

Identification of Related Organizations Taxable as a Partnership (Complete 1f the organization answered 'Yes' to Form 990, Part IV, hne 34 because 1t had one or more related organizations treated as a partnership dunng the tax year.)

(a) (b) (c) (d) (e) (f) (g) (h) (i) (j)

Name, address, and EIN Primary act1v1ty Legal dom1c1le Direct controlling Predominant income Share of total Share of Disproportion- CodeV·UBI General of related organization (state or entity (related, unrelated, income end-of-year late allocabons? amount in box managn

foreign excluded from tax under assets 20 of Schedule Leet~ country) sections 512-514) Yes No K-1 (Form 1065) r<e~ N

Part fV Identification of Related Organizations Taxable as a Corporation or Trust (Complete 1f the organization answered "Yes" to Form 990, Part IV, line 34 because 1t had one or more related organizations treated as a corporation or trust during the tax year.)

(a) (b) (c) (d) (d) (f) (g) (h)

Name, address, and EIN Primary activity Legal domicile Direct controlling Type of entity Share of total Share of Percentag of related organ1zat1on (state or entity (C corp, S corp, income end-of-year ownersh11

foreign or trust) assets country)

Citizens for a Sound Economy Inc. - 20-2810833

601 Pennsylvania Ave. NW N. Building 1700

or ,g

'.L 0

e

Washington DC 20004 Dormant DC ~/A ~ CORP o. o. 100 '

932162 02-04-10 40 Schedule R (Form 990) 200!J

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'I

Schedule R (Form 990) 2009 FreedomWorks, Inc. 52-1349 35 3 Page 3 ._

Part V Transactions With Related Organizations (Complete 1f the organization answered 'Yes' to Form 990, Part IV, line 34, 35, or 36.)

Note. Complete hne 1 If any entrty 1s listed in Parts II, Ill, or IV of this schedule. Yes Ne

1 During the tax. year, did the organ1zat1on engage 1n any 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 x b Gift, grant, or capital contnbut1on to other organ1zat1on(s) 1b x c Gift, grant, or caprtal contnbut1on from other organ1zat1on(s) 1c x d Loans or loan guarantees to or for other organizat1on(s) 1d x e Loans or loan guarantees by other organizat1on(s) 1e x

f Sale of assets to other organ1zat1on(s) 1f x g Purchase of assets from other organizat1on(s) 1a x h Exchange of assets 1h x i Lease of fac1ht1es, equipment, or other assets to other organizat1on(s) 1i x

j Lease of fac11it1es, equipment, or other assets from other organizat1on(s) 1i x k Performance of services or membership or fundra1s1ng sohc1tat1ons for other organizat1on(s) 1k x I Performance of services or membership or fundra1s1ng solic1tat1ons by other organizat1on(s) 11 x m Sharing of fac1lrt1es, equipment, mailing lists, or other assets 1m x n Sharing of paid employees 1n x

o Reimbursement paid to other organization for expenses 1o x p Reimbursement paid by other organization for expenses 1D x

q Other transfer of cash or property to other organ1zat1on(s) 1a x r Other transfer of cash or orooertv from other oraan1zat1onlsl 1r x

2 If >fth 'Y h his I lud d rel h d hreshold

(a) (b) (c) Name of other organizat1on(s) Transaction Amount involved

type (a·r)

m FreedomWorks Foundation M 444,390

121 FreedomWorks Foundation N 1,208,923

131 Freedomworks Foundation Q 110,262

~,Taxpayer Defense Fund 0 96,168

(51

161

932163 02·04-10 41 Schedule R (Form 990) 200!~

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·I Schedule A /Form 990) 2009 FreedomWor ks, Inc • 5 2-13 4 9 3 5 3 Page 4

Part \fl Unrelated Organizations 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 organ1zat1on conducted 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.

932164 02-04-10

(a)

Name, address, and EIN of entity

(b)

Pnmary act1v1ty

(c)

Legal dom1c1le (state or foreign

country)

42

(d) (e)

Are all partners Share of end-of· ~ect1on 501 (c)(3

year assets organ1zat1ons?

Yes No

(f) (g) (h)

D1spropor· CodeV·UBI General or t1onate amount in box 20 managing

allocat,ons? of Schedule K·1 partner?

Yes No (Form 1065) Yes Ne,

Schedule R (Form 990) 200!3

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Schedule R·1 (Form 99012009 FreedomWorks, Inc. 52-1349 35 3. Page· 2,1

I Part JI I Continuation of Identification of Related Tax-Exempt Organizations

(a) (b) (c) (d) (e) (f)

Name, address, and EIN Primary activity Legal dom1c1fe (state or Exempt Code Public chanty Direct controlling of related organization foreign country) section status (1f section entity

501 (c)(3))

Citizens for PERS Reform - 61-1422667

601 Pennsylvania Ave. NW N. Building 1700

Washington DC 20004 Political Action Committee District of Columbia 527 N/A

The FreedomWorks Fund - 20-1381918

601 Pennsylvania Ave. NW N. Building 1700

Washington DC 20004 Political Action Committee District of Columbia 527 N/A

CSE FreedomWorks Inc. - 52-1720193

601 Pennsylvania Ave. NW N. Building 1700

Washington DC 20004 Pormant District of Columbia 501(c)(4) N/A

League of Freedom Voters - 52-1349353

601 Pennsylvania Ave. NW N. Building 1700

Washington DC 20004 Political Action Committee District of Columbia 527 ~/A

~

Schedule R-1 (Form 990) 2009

932222 02-02·10 43

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Form 88'58 (Rev. April 2009)

Application for Extension of Time To File an Exempt Organization Return OMB No. 1545·1709

Department of the Treasury lntomal Revenue Service .... File a separate application for each return.

• If you are f1l1ng for an Automatic 3-Month Extension, complete only Part I and check this box

• If you are filing for an Additional (Not Automatic) 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 3·month extension on a previously filed Form 8868.

I P.art f ! Automatic 3-Month Extension of Time. Only submit original (no copies needed)

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

Part I only

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.

.... 00

.... o

Electronic Filing (e-file). Generally, you can electronically file Form 8868 1f you want a 3·month automatic extension of time to file one of the returns noted below (6 months for a corporation required to file Form 990·1). However, you cannot file Form 8868 electronically 1f (1) you want the add1t1onal (not automatic) 3·month extension or (2) you file Forms 990·BL, 6069, or 8870, group returns, or a composite or consolidated Form 990·T. 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 Name of Exempt Organ1zat1on Employer identification number

print

Freedomworks, Inc. 52-1349353 File by the due date for filing your return See

Number, street, and room or suite no. If a P.O. box, see instructions. 601 Pennsylvania Ave., NW, N. Bldg., No. 700

instructions 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 D Form 990·T (corporation)

D Form 990·BL D Form 990·T (sec 401 (a) or 408(a) trust)

D Form 990·EZ D Form 990·T (trust other than above)

D Form 990·PF D Form 1041·A

The Organization

D Form4720

D Form5227

D Form6069

D Form8870

• Thebooksare1nthecareof .... Organization's address - Washington, DC 20004 Telephone No. .... ( 2 0 2 ) 7 8 3 - 3 8 7 0 FAX No .....

• If the organ1zat1on does not have an office or place of business in the United States, check this box ....o • If this 1s for a Group Return, enter the organ1zat1on's four d1g1t Group Exemption Number (GEN) . If this 1s for the whole group, check this

box .... D If 1t 1s for part of the group, check this box .... D and attach a list with the names and EINs of all members the extension will cover.

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

Au gu St 15 , 2 0 10 , to file the exempt organ1zat1on return for the organ1zat1on named above. The extension

1s for the organization's return for:

.... 00 calendar year 2 0 0 9 or

.... D tax year beg1nn1ng ------------- , and ending-------------

2 If this tax year 1s for less than 12 months, check reason: D ln1t1al return D Final return D Change 1n accounting period

3a If this appl1cat1on 1s for Form 990·BL, 990·PF, 990·T, 4720, or 6069, enter the tentative tax, less any

nonrefundable credits See 1nstruct1ons. 3a $

b If this application 1s for Form 990·PF or 990·T, enter any refundable credits and estimated

tax oavments made. Include any pnor year overpayment allowed as a credit. 3b $ c Balance Due. Subtract line 3b from line 3a. Include your payment with this form, or, 1f required,

deposit with FTD coupon or, 1f required, by using EFTPS (Electronic Federal Tax Payment System). -See 1nstruct1ons. 3c s N/A

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

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

923831 05·26-09

11290525 739466 Freedomworks 44

2009.03030 FreedomWorks, Inc.

Form 8868 (Rev 4-2009)

FREEDOMl