Professional Documents
Culture Documents
FreedomWorks Foundation 521526916 2011 0891e989searchable
FreedomWorks Foundation 521526916 2011 0891e989searchable
FreedomWorks Foundation 521526916 2011 0891e989searchable
GRAPHIC
',!;!
~The
527, or 4947(a)(1)
of the Internal Revenue Code (except
benefit trust or private foundation)
I
I
I
I
DLN:93493164002002
OMB No 1545-0047
Form990
Department
of theTreasury
InternalRevenueService
As Filed Data -
return to satisfy
state
reporting
black lung
2011
requirements
Open to Public
Inspection
52-1526916
E Telephone number
(202)
Initial return
Number and street (or PO box 1fmail 1snot delivered to street address)! Room/suite
400 North Capitol Street NW No 765
Terminated
Amended return
783-3870
Application pending
F Name and address of principal officer
Matt Kibbe
400 North Capitol Street NW No 765
Washington, DC 20001
Tax-exempt status
Website:~
P- 501(c)(3)
...1
..,
) -<Ill(insert
no)
4947(a)(l)
or 1527
Yes
[7
No
H(b)
H(c)
Yes
No
org
P- Corporation I
K Form of organization
I~
'
www freedomworks
501(c) (
H(a)
Trust I
Assoc1at1on
I Other~
Summary
less government
~
~
:,
>Ci
Numberofvot1ng
of the governing
voting
members
or disposed
Number of independent
Total
1n calendar
Total
number of volunteers
1f necessary)
q,,
its operations
of the governing
71
-l,>
7a Tota I unrelated
b Net unrelated
(estimate
taxable
year 2011
1,500,000
(C ), I 1ne 12
line 34
7a
7b
Prior Year
Contributions
~
c
'l!
Program
..,,
10
i:i::
11
Other
12
Total
12)
::,.
*-
service
Investment
revenue
income
revenue
(Part VIII,
Current Year
4 ,48 5 ,49 9
line 1 h)
column
column
-4 ,0 31
column
-52,800
21,86 2
lines 8 through
9,523,649
(Part VIII,
(Part VIII,
revenue-add
350
(A), line
4,503,330
Grants
13
and grants
14
Benefits
15
Salaries,
5-10)
other compensation,
benefits
9 ,4 71,199
170,408
112,550
0
(A), line 4)
(Part IX, column
(A), lines
1,242,131
2,230,702
,;r,
a;
16a
26,156
(A), 11ne 11 e)
17
Other expenses
18
Total expenses
19
Revenue
less expenses
Subtract
~~
2,505,929
4,342,265
3,944,624
6,729,536
558,706
2,741,663
Beginning of Current
Year
'3
~
q., ('I:
~~
44,019
20
Total assets
21
Total
ct~
ZL.! 22
-~
;
3,159 ,42 7
Net assets
Signature
or fund balances
End of Year
Subtract
6,40 3,96 3
523,210
1,450,809
2,636,217
4,953,154
Block
Under penalties of perJury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any
knowledge.
Sign
Here
~
~
I2012-06-11
******
Signature of officer
Date
Preparers ~
signature
Date
2012-06-12
Paid
Preparer's F1mn'sname (or yours
1fself-employed),
UseOnly address,
and ZIP + 4
Check 1f
selfemployed
EIN 58-2676261
Vienna, VA 22182
May the IRS discuss
For Paperwork
instructions.
(703) 893-0300
P-Yes I
Cat
No 11282Y
No
Form 990(2011)
Form 9 9 O ( 2 O 11 )
Page
i:ifilOI Statement
Check
4a
describe
.P-
m1ss1on
consumers
through
the promotion
new services
these changes
to any question
on Schedule
services
and support
education
on
Yes
P- No
Yes
P- No
on Schedule
of economic
1n how 1t conducts,
any program
) (Expenses$
Public Education
government
4b
these
2,452,565
) (Revenue$
Use of various media, including mail, email, 1mbedded programming and other means to advocate, promote, and educate the public about limited
(Code
) (Expenses$
1,382,377
) (Revenue$
Strategic Planning, Research and Public Polley Strategic development, planning, research and education of various programs aimed at promoting consumer-focused
economic policies in both domestic and international economic markets including, regulatory policy, fiscal policy, health care policy, tax policy, energy and
environmental policies and other m1ss1onrelated issues
4c
(Code
) (Expenses$
953,657
) (Revenue$
Public Affairs Promoting interest in the Foundation's public policy research and education through media advisories, TV and radio interviews, op-ed columns,
bloggmg, social networking, paid advertising, and networking platform for interested members of the public
(Code
) (Expenses$
938,345
112,550)
(Revenue$
Grassroots Mob11izat1onand Training Advocacy, training and equipping interested public on reform of federal and state policies in areas such as tax policy, fiscal
policy, health care policy, energy and environmental pollc1es, education and other m1ss1onrelated issues
4d
Other
program
(Expenses$
4e
Accomplishments
a response
of American
Service
O contains
the organ1zat1on's
the well-being
If"Yes,"
if Schedule
Briefly describe
Improving
of Program
services
(Describe
938,345
1n Schedule
O )
1nclud1ng grants
of$
112,550)
(Revenue$
5,726,944
Form 990(2011)
Form 9 9 O ( 2 O 11 )
I :r-P
Page
Checklist
of Required
Schedules
Yes
1n section
foundation
)7 If "Yes,"
to complete
1nstruct1ons)7
Yes
No
Section 501(c)(3)
election
Yes
3
4
No
501 (h)
No
III
Did the organ1zat1on ma1nta1n any donor advised funds or any s1m1lar funds or accounts for which donors have the
right to provide advice on the d1stribut1on or investment
of amounts 1n such funds or accounts? If "Yes," complete
Schedule D, Part I~
Did the organ1zat1on report an amount 1n Part X, line 21, serve as a custodian for amounts not listed
provide credit counseling, debt management, credit repair, or debt negot1at1on serv1ces7 If "Yes,"
complete Schedule D, Part I~
.
1n Part X, or
10
Did the organ1zat1on, directly or through a related organ1zat1on, hold assets 1n temporarily
permanent endowments, or quasi-endowments
7 If "Yes," complete Schedule D, Part~
endowments,
11
questions
treasures,
1s 'Yes,'then
Did the organ1zat1on report an amount for land, bu1ld1ngs, and equipment
Schedule D, Part VI.~
complete
restricted
Schedule
No
I I I
10
No
11a
No
11b
Yes
Uc
No
11d
No
e
f
12a
D 1d the orga n1zat1on report an a mount for other I 1ab1l1t1es 1n Pa rt X, I 1ne 2 5 7 If "Yes," complete Schedule D, Part X. ~
Did the organ1zat1on's separate or consolidated
f1nanc1al statements
for the tax year include a footnote that
addresses the organ1zat1on's l1ab1l1ty for uncertain tax pos1t1ons under FIN 48 (ASC 740 )7 If "Yes," complete
Schedule D, Part X.~
Did the organ1zat1on obtain separate, independent
Schedule D, Parts XI, XI I, and XI I I ~
audited
f1nanc1al statements
,s
~
Is the organ1zat1on a school
14a
described
1n section
170(b)(l)(A)(11)7
or agents
If"Yes,"completeScheduleE
outside
11e
Yes
11f
Yes
12a
Yes
12b
Yes
13
No
No
If "Yes,"
No
of the United
States?
13
No
14a
No
14b
No
15
No
16
No
b Did the organ1zat1onhave aggregate revenues or expenses of more than $10,000 from grantmaking, fund raising, business, investment,
and program service act1v1t1es
outside the United States, or aggregate foreign investments valued at $100,000 or more7 If "Yes," comple te
Schedule F, Part I
15
Did the organ1zat1on report on Part IX, column (A), line 3, more than $5,000 of grants or assistance
organ1zat1on or entity located outside the U S 7 If "Yes," complete Schedule F, Part II and IV .
16
Did the organ1zat1on report on Part IX, column (A), line 3, more than $5,000 of aggregate
1nd1v1duals located outside the U S 7 If "Yes," complete Schedule F, Part III and IV .
17
18
19
20a
b If"Yes"
grants
to any
or assistance
fundra1s1ng services
to
on
on Part
line 9a7 If
to line 20a, did the organ1zat1on attach its audited f1nanc1al statement to this return?
filers that operated one or more hospitals must attach audited f1nanc1al statements
17
Yes
18
No
19
No
20a
No
Form 9 9 O ( 2 O 11 )
Page
Checklist
21
of Required
Schedules
(continued)
Did the organ1zat1on report more than $5,000 of grants and other assistance
to governments
the U n1ted States on Part IX, column (A), line 1 7 If "Yes," complete Schedule I, Parts I and II
22
23
24a
of tax-exempt
period except1on7
A current
IV .
or former officer,
director,
with
trustee,
30
31
32
33
1n non-cash
or dissolve
dispose
34
3Sa
Is any related
to any tax-exempt
organ1zat1on a controlled
or taxable
37
38
No
No
member thereof)
No
28b
Yes
29
Yes
was
~
or qual1f1ed
30
No
31
No
32
No
33
No
3Sa
No
3Sb
No
If "Yes," complete
ent1ty7 If "Yes,"complete
~
IV,
~
entity
b Did the organ1zat1on receive any payment from or engage 1n any transaction
meaning of section 512(b)(13)7
If "Yes,"completeScheduleR,
Part V, /Jne2
36
(or a family
27
If "Yes,"
of, or transfer
I
I
26
28a
If "Yes,"completeSchedutervff!J
contribut1ons7
I I
I I
L, Part IV
29
No
Schedule L, Part
or key employee?
No
2Sa
No
24a
24d
benefit transaction
If "Yes,"complete
or key employee?
24c
trustee,
No
Section 501(c)(3) and 501(c)(4) organizations. Did the organ1zat1on engage 1n an excess
a d1squal1f1ed person during the year7 If "Yes," complete Schedule L, Part I .
22
24b
28
1231Yes
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated
employee, or
~~~~~;'1~1ed person outstanding
as of the end of the organ1zat1on's tax year7 If"Yes,"completeScheduleL,
~
27
Did the organ1zat1on answer "Yes" to Part VII, Section A, questions 3, 4, or 5, about compensation
of the
organ1zat1on's current and former officers, directors, trustees, key employees, and highest compensated
employees 7 If "Yes," complete Schedule J
~
Yes
21
d Did the organ1zat1on act as an "on behalf of" issuer for bonds outstanding
2Sa
1n
Did the organ1zat1on report more than $5,000 of grants and other assistance
to 1nd1v1duals 1n the U n1ted States
Parts I and III
.
~
on Part IX, column (A), line 27 If "Yes,"completeScheduleI,
and organ1zat1ons
of section
with a controlled
entity
512(b)(13)7
w1th1n the
.
to an exempt
non-charitable
related
36
Did the organ1zat1on 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 ~
37
38
1n Schedule
Yes
No
Yes
Form 990(2011)
Form 9 9 O ( 2 O 11 )
@i*j Statements
Check
Page
Regarding
if Schedule
O contains
a response
to any question
1n this Part V
Yes
la
Enter-0-
1n line la
Enter-a-
Did the organ1zat1on comply with backup w1thhold1ng rules for reportable
gaming (gambling) w1nn1ngs to prize w1nners7
3a
payments
lb
to vendors
and reportable
to e-f1le
Sa
Yes
No
3a
3b
or other authority
4a
No
Sa
No
No
If"Yes,"
enter the name of the foreign country
~----------------------------i
See 1nstruct1ons for f1l1ng requirements
for Form TD F 90-22 1, Report of Foreign Bank and F1nanc1al Accounts
Was the organ1zat1on a party to a proh1b1ted tax shelter
2b
(see 1nstruct1ons)
At any time during the calendar year, did the organ1zat1on have an interest 1n, or a signature
over, a f1nanc1al account 1n a foreign country (such as a bank account or securities
account)?
Yes
tax returns?
b If "Yes," has 1t f1led a Form 9 9 0-T for this yea r7 If "No," provide an explanation m Schedule O
4a
le
71
2a
federal employment
la
1f not applicable
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
2a
No
1fnotappl1cable
If"Yes"
transaction
party notify the organ1zat1on that 1t was or 1s a party to a proh1b1ted tax shelter
transact1on7
Sb
6a
Does the organ1zat1on have annual gross receipts that are normally
that were not tax deduct1ble7
organ1zat1on sol1c1t any contributions
greater
Organizations
a
b If"Yes,"
contributions
1n excess
statement
No
6a
than $100,000,
or gifts
6b
of $7 5 made partly
as a contribution
did the organ1zat1on notify the donor of the value of the goods or services
No
7a
prov1ded7
7b
>---+---1----~
d If"Yes,"
or otherwise
dispose
of tangible
property
a contribution
ofqual1f1ed
re q u I red 7
h If the organ1zat1on received
Form 10 9 8 - C 7
a contribution
personal
directly
Sponsoring organizations
a
or 1nd1rectly, on a personal
intellectual
property,
maintaining
11
organizations.
b Gross receipts,
fac1l1t1es
included
Section S01(c)(12)
a
d1stribut1ons
b If"Yes,"
year
contributions
included
Part VIII,
organizations.
13
Section S01(c)(29)
a
or other vehicles,
as
under section
49667
or related
9a
person?
9b
on Part VIII,
I 1oa I
line 12
10b
Enter
charitable
of tax-exempt
qualified
amount
Did
11a
nonprofit
received
or accrued
during the
of reserves
12a
I 12b I
Is the organ1zat1on licensed to issue qual1f1ed health plans 1n more than one state7
Note. All 501(c)(29)
organ1zat1ons must list 1n Schedule O each state 1n which they are licensed
qual1f1ed health plans, the amount of reserves required by each state, and the amount of reserves
allocated to each state
No
No
7f
contract?
supporting organizations.
organ1zat1on, have excess
benefit
or shareholders
non-exempt
7e
benefit
Enter
on Form 990,
Section 4947(a)(1)
No
7c
7h
1----+---t--~
Section S01(c)(7)
to
1--7_g_+----+---
1d
on a personal
to issue
the organ1zat1on
13a
13b
on hand
13c
14a
b If "Yes,"
any payments
services
14a
No
14b
Form 990(2011)
Form 9 9 O ( 2 O 11 )
page
@I'd Governance,
Management,
and Disclosure For each "Yes" response to lines 2 through 7b below, and for
a "No" response to lines Sa, Sb, or lOb below, describe the circumstances, processes, or changes in Schedule
0. See instructions.
Check
Section
if Schedule
A. Governing
O contains
a response
to any question
.P-
1n this Part VI
la
b
2
members
members
of the governing
included
la
lb
have a family
relat1onsh1p or a business
customarily
performed by or under the direct
to a management company or other person?
Did the organ1zat1on become aware during the year of a s1gn1f1cant d1vers1on of the organ1zat1on's
7a
b
8
a
b
9
to its governing
or other persons
The governing
Each committee
documents
document
assets7
the meetings
held or written
by) members,
actions
undertaken
stockholders,
No
No
No
No
7a
No
7b
No
during the
body7
Is there any officer, director, trustee, or key employee listed 1n Part VII, Section A, who cannot
provide the names and addresses 1n Schedule O
organ1zat1on's ma1l1ng address? If"Yes,"
Section B. Policies
Revenue Code.)
No
one or
body7
with authority
or stockholders?
be reached
Sa
Yes
Sb
Yes
at the
No
No
branches,
10a
or aff1l1ates7
No
No
a complete
copy ofth1s
of1ts governing
10b
the form7
b Describe
1n Schedule
O the process,
directors
rise to confl1cts7
or trustees,
of interest
required
monitor
to disclose
and enforce
annually
compliance
interests
wh1stleblower
document
15
Director,
entity
pol1cy7
retention
and destruction
or top management
pol1cy7
off1c1al
of the organ1zat1on
the process
Yes
12b
Yes
12c
Yes
13
Yes
14
Yes
1Sa
Yes
1Sb
Yes
describe
14
If "Yes,"
12a
that could give
13
Yes
11a
assets
1n Schedule
O (see 1nstruct1ons)
or s1m1lar arrangement
with a
16a
No
b If"Yes,"
did the organ1zat1on follow a written policy or procedure requiring the organ1zat1on to evaluate its
part1c1pat1on 1n Joint venture arrangements
under applicable federal tax law, and take steps to safeguard the
organ1zat1on's exempt status with respect to such arrangements?
Section
17
18
Section 6104 requires an organ1zat1on to make its Form 1023 (or 1024 1f applicable),
990, and 990-T
(3 )sonly) available for public 1nspect1on Indicate how you made these available
Check all that apply
I
19
20
16b
C. Disclosure
Own website
Another's
website
P- Upon
to be f1led~AL,
AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, KS,
KY , LA , ME , MD , MA , MI , MN , MS , MO , NH , NJ , NM ,
NY,NC,ND,OH,OK,OR,PA,RI,SC,UT,VA,WA,
WV, WI, TN
request
Describe 1n Schedule O whether (and 1f so, how), the organ1zat1on made its governing documents,
interest policy, and f1nanc1al statements
available to the public See Add1t1onal Data Table
State the name, physical
The O rgan1zat1on
400 North Capitol Street
Washington, DC 20001
(202) 783-3870
address,
and telephone
(SOl(c)
conflict
of
of the organ1zat1on
NW Suite
Form 990(2011)
Form 9 9 O ( 2 O 11 )
i:ifii*di
Check
Section
la Complete
Page
Compensation
of Officers, Directors,Trustees,
Employees, and Independent
Contractors
if Schedule
A. Officers,
O contains
Directors,
a response
Trustees,
required
tax year
List all of the organ1zat1on's current officers,
of compensation,
and current key employees
List all of the organ1zat1on's
Key Employees,
to any question
and Highest
Report compensation
Compensated
Employees
1f any
Compensated
Key Employees,
to be listed
Highest
See 1nstruct1ons
of amount
employees
who received
List all of the organ1zat1on's former directors or trustees that received, 1n the capacity as a former director or trustee
organ1zat1on, more than $10,000
of reportable compensation
from the organ1zat1on and any related organ1zat1ons
List persons
compensated
IC
or directors,
(A)
Name and Title
( 1) Matt Kibbe
President & CEO
(2) Hon Richard K Armey
Chairman
(3) Ted Abram
Board Member
( 4) Steve Forbes
Board Member
( 5) Robert Lansing
Board Member
(6) Frank Sands
Board Member
(7) Hon C Boyden Gray
Board Member
(8) Judith Mulcahy
VP of Operations/Treasurer
(9) Wayne Brough
VP of Research/Secretary
( 10) Adam Brandon
VP Commun1cat1ons
( 11) Mary Byrne
VP of Membership/Marketing
( 12) Richard Walker
VP Political & Grassroots
( 13) Dean Clancy
VP Healthcare Pollcy/Leg1s Counsel
( 14) Max Pappas
VP of Public Polley
( 15) Charles Page
Southeast Regional Director
1nst1tut1onal trustees,
organ1zat1ons
compensated
(C)
(B)
Average
hours
per
week
(describe
hours
for
related
organ1zat1ons
officers,
key employees,
any current
highest
or former officer,
(D)
Reportable
compensation
from the
organ1zat1on (W2/1099-MISC)
of the
director,
(E)
Reportable
compensation
from related
organ1zat1ons
(W- 2/1099MISC)
or trustee
(F)
Estimated
amount of other
compensation
from the
organ1zat1on and
related
organ1zat1ons
,,
In
Schedule
0)
...J
::,
,x.,
-,
22 00
156,422
122,903
18,608
20 00
309,696
309,696
1 00
1 00
1 00
1 00
1 00
20 00
96,622
96,622
14,090
35 00
131,862
16,298
7,818
55,759
114,420
7,051
13 00
21 00
75,485
66,940
9,618
10 00
34,467
109,145
13,592
27 00
137,513
67,730
11,341
19 00
64,362
72,578
9,822
23 00
61,308
46,249
5,538
Form 990(2011)
Form 9 9 O ( 2 O 11 )
j@i*tfiSection
page
A. Officers,
(A)
Name and Title
Directors,
Trustees,
Key Employees,
(C)
(B)
Average
hours
per
week
(describe
hours
for
related
organ1zat1ons
Employees
(E)
Reportable
compensation
from related
organ1zat1ons
(W- 2/1099MISC)
(F)
Estimated
amount of other
compensation
from the
organ1zat1on and
related
organ1zat1ons
Q
::,
...J
,x.,
-,
Sub-Total
1,022,581
1, 123,496
97,478
more than
Yes
3
key employee,
or highest
compensated
Section
B. Independent
No
Yes
Contractors
(A)
Name and businessaddress
Rebecca Hagelin Commurncat1ons& Market1
PO Box 493
Plac1da,FL 33946
Terra Eclipse
9043 Soquel Dr
Aptos, CA 95003
Regency Construction LLC
12300 K1lnCt
Beltsville, MD 20705
O'Connor Consulting Services LLC
6507 Mal]Ory Ln
Bethesda, MD 20817
Stephen Clouse & AssociatesInc
43538 Golden Meadow Circle
Ashburn,VA 20147
No
employee
(continued)
,,
Schedule
0)
Compensated
(D)
Reportable
compensation
from the
organ1zat1on (W2/1099-MISC)
In
lb
and Highest
(B)
Description of services
(C)
Compensation
Advertising Services
670,737
Website Design
252, 196
131,638
Accounting Services
122,078
111,476
more than
Form 990(2011)
Form 9 9 O ( 2 O 11 )
Page 9
Statement
l:r-~ill"JIU
of Revenue
(A)
Total
la
~$
cc
2::::i
o:,O
~E
....,..,(,::;
=~
Federated
Fundra1s1ng events
le
Related
organ1zat1ons
ld
le
lf
Noncash
contributions
lines la-lf
~"E
(.)
lb
c::;,;
- ...
]:l
.:::: 0
dues
Membership
....,..,.-e e
0
la
o:,.;::::
campaigns
(i::
Total.Add
included
c
~
9,523,649
1n
...
lines la-lf
Business
9,523,649
Code
<.;>
.....
&:
<J..,
s;
,
~
service
revenue
Investment
income
....
...
...
...
Royalties
6a
Gross rents
(1) Real
b
c
d
c
d
Sa
652
...
652
(11) Personal
Less rental
expenses
Rental income
or ( loss)
Grossamount
from sales of
assets other
than inventory
Less cost or
other basis and
sales expenses
Gain or ( loss)
7a
(11) Other
97,241
150,693
-53,452
...
-53,452
-53,452
ev
::I
ii
:>
of contributions
reported
See Part IV, line 18
ev
a:
(D)
Revenue
excluded from
tax under
sections
512,513,or
514
Unrelated
business
revenue
2a
...
1l
Related or
exempt
function
revenue
152,677
(],l
:::;
(C)
(B)
revenue
on line le)
.c
Less
9a
direct
expenses
...
a
b
Less
10a
direct
expenses
...
less
a
b
Less
Miscellaneous
11a
Other
Revenue
income
b
Business
...
Code
900099
350
350
b
c
d
A II other revenue
Total.Add
12
lines lla-lld
...
...
350
9,471,199
350
-52,800
Form 990(2011)
Form 9 9 O ( 2 O 11 )
1:)Mjf:j
of Functional
Expenses
Section 50 l(c)(3)
and 50 l(c)(4)
organ1zat1ons must complete all columns
All other organ1zat1ons must complete column (A) but are not required to complete columns (B), (C ), and (D)
Check if Schedule O contains a response to any question 1n this Part IX
(C)
(B)
Do not include amounts reported on lines 6b,
(A)
Program service Management and
Total expenses
7b, Sb, 9b, and 10b of Part VIII.
expenses
general expenses
Benefits
Compensation
key employees
112,550
112,550
1,070,580
915,074
27,084
128,422
869,069
726,826
30,934
111,309
officers,
directors,
trustees,
and
Compensation
not included above, to d1squal1f1ed persons
(as defined under section 4958(f)(l
)) and persons
described 1n section 4958(c)(3)(B)
Other salaries
Other employee
and wages
10
Payroll
11
section
401(k)
and section
benefits
taxes
28,553
23,880
1,016
3,657
147,281
123, 175
5,242
18,864
115,219
96,361
4,101
14, 757
26,962
16,718
9,131
1,113
(non-employees)
Management
Legal
Accounting
Lobbying
Investment
(D)
Fundra1smg
expenses
and organ1zat1ons
10
Page
Statement
133,601
management
133,601
44,019
44,019
fees
Other
277,384
259,872
4,774
12, 738
1,754,727
1, 743,045
656
11,026
398, 714
68,738
115,455
200,230
51,937
6,253
12
Advert1s1ng
13
Office expenses
582,907
14
Information
258,420
and promotion
technology
15
Royalties
16
Occupancy
233,804
190,862
14,428
28,514
17
Travel
596,734
511,826
2,452
82,456
18
205,290
164,885
4,413
35,992
106,453
89,016
3,790
13,647
14,730
12,221
636
1,873
16
11,561
expenses
19
Conferences,
20
Interest
21
Payments
22
Deprec1at1on,
23
24
Other expenses
Itemize expenses not covered above (List
miscellaneous
expenses 1n line 24f If line 24f amount exceeds 10% of
line 25, column (A) amount, list line 24fexpenses
on Schedule O)
conventions,
and meetings
to aff1l1ates
depletion,
and amort1zat1on
108,172
96,595
26,282
12,965
4,007
Miscellaneous
16, 799
8,110
7,817
24,019
9,310
872
-24,019
e
f
A II other expenses
25
Total functional
26
24f
6, 729,536
5,726,944
374, 773
627,819
487,524
357,125
130,399
Form 990(2011)
Page 11
Form 9 9 O ( 2 O 11 )
i:J.fiS:4
Balance
Sheet
(B)
(A)
Beg1nn1ng of year
C as h-non-1nterest-bea
ring
Savings
and temporary
cash investments
and grants
Pledges
Accounts
receivable,
net
Prepaid expenses
10a
accumulated
8
3,425
charges
Investments-publicly
traded
Investments-other
Investments-program-
14
Intangible
15
Other assets
securities
989,472
related
30,545
12
408,604
14
assets
15
16
17
Accounts
18
Grants
payable
and accrued
3, 159,427
16
6,403,963
17
expenses
18
payable
',/'
21
Escrow or custodial
account
22
Payables to current
employees, highest
19
revenue
bond l1ab1l1t1es
20
l1ab1l1ty Complete Part IV of Schedule D
persons
Secured
mortgages
21
22
to unrelated
23
third parties
24
Unsecured
25
Other l1ab1l1t1es (1nclud1ng federal income tax, payables to related third parties,
Complete Part X of Schedule
and other l1ab1l1t1es not included on lines 17-24)
D
523,210
25
1,450,809
26
Total liabilities.
523,210
26
1,450,809
1,578,443
27
4,362,550
1,057,774
28
590,604
Organizations
,fl
Q)
to unrelated
24
third parties
25
p- and
complete lines 27
ca
!:::
11
13
.9!
,:::;
10c
securities
Deferred
,:::;
1,250
10a
10b
Tax-exempt
Complete Part
19
)) and
deprec1at1on
13
,;-.;
4958(f)(l
net
and deferred
12
:.::::l23
and
20
-=
:.a
79,500
11
key employees,
Less
(,/',
I/,
trustees,
5,884,064
net
I/I
cJ)
<(
62,500
receivable,
1
2
2, 104,030
End of year
27
Unrestricted
28
Temporarily
29
Permanently
::::!
net assets
restricted
restricted
net assets
29
net assets
u.
:.....
and complete
30
Capital
31
Pa1d-1n or capital
ci
32
Retained
4)
33
Total
net assets
34
Total
,fl
4)
,fl
,fl
stock
or trust
earnings,
principal,
surplus,
or current
30
funds
endowment,
accumulated
or fund balances
balances
income,
31
fund
32
or other funds
2,636,217
33
4,953,154
3, 159,427
34
6,403,963
Form 990(2011)
Form 9 9 O ( 2 O 11 )
Page
1:)ffi$:HReconcilliation
Check
Total
revenue
Total
expenses
Revenue
Net assets
5
6
Net assets
(B))
l:r-TiliUI
if Schedule
O contains
Subtract
or fund balances
1n net assets
or fund balances
Financial
Check
a response
column
9 ,4 71,199
6,729,536
2,741,663
2,636,217
-424,726
4,953,154
Statements
if Schedule
.F
1n this Part XI
to any question
less expenses
Other changes
O contains
(explain
Combine
1n Schedule
(A))
O)
and Reporting
a response
to any question
Yes
1
Accounting
method used to prepare the Form 990
If the organ1zat1on changed its method of accounting
Schedule O
2a
compiled
f1nanc1al statements
audited
If"Yes,"
to 2a or 2b, does the organ1zat1on have a committee that assumes respons1b1l1ty for oversight of the
audit, review, or comp1lat1on of its f1nanc1al statements
and selection of an independent accountant?
If the organ1zat1on changed either its oversight process or selection process during the tax year, explain 1n
Schedule O
3a
basis
Consolidated
basis
by an independent
f1nanc1al statements
Separate
or reviewed
by an independent
accountant?
Both consolidated
accountant?
2a
No
2b
Yes
2c
Yes
and separated
No
1n
12
of Net Assets
basis
as set forth 1n the
If"Yes,"
did the organ1zat1on undergo the required audit or aud1ts7 If the organ1zat1on did not undergo the required
audit or audits, explain why 1n Schedule O and describe any steps taken to undergo such audits
3a
No
3b
Form 990(2011)
efile
GRAPHIC
rint
- DO NOT PROCESS
SCHEDULE A
As Filed
Data -
DLN:93493164002002
OMB No 1545-0047
2011
if the organization
4947(a)(1)
Department
of theTreasury
InternalRevenueService
,... Attach
is a section
nonexempt
501(c)(3)
organization
charitable trust.
See separate
or a section
Open to Public
Inspection
instructions.
Employer
identification
number
52-1526916
Reason
for
Public
3
4
''
or a cooperative
An organ1zat1on operated
convention
of churches,
described
1n section
170(b)(1)(A)(iv).
A federal,
state,
or assoc1at1on
170(b)(1)(A)(ii).
hospital
of churches
(Attach
service
or local government
trust
described
its support
11
1
1
f
g
An organ1zat1on organized
170(b)(1)(A)(iii).
described
1n section
170(b)(1)(A)(iii).
by a governmental
Enter the
unit described
1n
or governmental
unit described
170(b)(1)(A)(vi)
receives
to its exempt
income
and operated
1n section
(Complete
and unrelated
exclusively
to certain
business
public
Part II )
of its support
funct1ons-subJect
170(b)(1)(A)(v).
from a governmental
taxable
509(a)(2).
from contributions,
exceptions,
income
(less section
(Complete
membership
Pa rt I II )
Seesection
509(a)(4).
1n section
170(b)(1)(A)(i).
E )
Part II )
1n section
section
Schedule
organ1zat1on described
must complete
A medical
hospital's
1
1
because
A hospital
1
P-
foundation
A church,
A school
(All organizations
Status
1
1
section
7
Charity
(ii) a family
(iii)
controlled
a 35%
Provide
(i)
Name of
supported
organ1zat1on
the following
(ii)
EIN
entity
of a person described
Ug(i)
Ug(ii)
organ1zat1on7
1n (1) above7
(iv)
Is the
organ1zat1on 1n
col (1) listed 1n
your governing
document?
Yes
Ug(iii)
organ1zat1on(s)
No
(v)
Did you notify the
organ1zat1on 1n
col (1) of your
support?
Yes
No
(vi)
Is the
organ1zat1on 1n
col (1) organized
1n the U S 7
Yes
(vii)
A mount of
support?
No
Total
For Paperwork ReducbonAct Nobce,seethe lnstrucbons for Form 990
Cat
No 11285F
Sch e du Ie A (Form 9 9 O or 9 9 O- E Z) 2 O 11
page
M:ifilM
Section
Calendar year
Section
B. Tota
(a) 2007
(b) 2008
(f) Total
2,936,908
3,931,825
4,485,499
9,523,649
24,887,981
4,010,100
2,936,908
3,931,825
4,485,499
9,523,649
24,887,981
7,582,606
17,305,375
Support
Section
(e)2011
4,010,100
Calendar year
(or fiscal year
(a) 2007
(b) 2008
beg1nn1ng 1n)
4,010,100
2,936,908
7
Amounts from line 4
8
Gross income from interest,
d1v1dends, payments received on
190,851
211, 752
securities
loans, rents, royalties
and income from s1m1lar
sources
9
Net income from unrelated
business act1v1t1es, whether or
not the business 1s regularly
earned on
10
Other income (Explain 1n Part
500
IV ) Do not include gain or loss
from the sale of capital assets
11
Total support (Add lines 7
through 10)
12
Gross receipts from related act1v1t1es, etc (See 1nstruct1ons)
13
(d) 2010
(c) 2009
C. Computation
of Public Support
14
Public Support
Percentage
for 2011
(line 6 column
15
Public Support
Percentage
for 2010
Schedule
first, second,
(d) 2010
(c) 2009
3,931,825
36,819
74,543
(e) 2011
4,485,499
(f) Total
9,523,649
72
16,489
24,887,981
6,101
445,595
350
91,882
25,425,458
third, fourth,
12
or fifth tax year as a 501 (c)(3)
organ1zat1on,
..,._,
Percentage
(f) d1v1ded by line 11 column
(f))
14
68 060 %
15
74 990 %
331/3/osupport
test-2011.
If the organ1zat1on did not check the box on line 13, and line 14 1s 33 1/3% or more, check this box
and stop here. The organ1zat1on qual1f1es as a publicly supported organ1zat1on
b 331/3/osupport
test-2010.
If the organ1zat1on did not check the box on line 13 or 16a, and line 15 1s 33 1/3% or more, check this
box and stop here. The organ1zat1on qual1f1es as a publicly supported organ1zat1on
..,._,
If the organ1zat1on did not check a box on line 13, 16a, or 16b and line 14
17a 10/o-facts-and-circumstancestest-2011.
1s 10% or more, and 1fthe organ1zat1on meets the "facts and circumstances"
test, check this box and stop here. Explain
test The organ1zat1on qual1f1es as a publicly supported
1n Part IV how the organ1zat1on meets the "facts and circumstances"
organ 1zat1on
b 10/o-facts-and-circumstances
test-2010.
If the orga n1zat1on did not check a box on 11ne 13, 16 a, 16 b, or 1 7 a and 11ne
15 1s 10% or more, and 1f the organ1zat1on meets the "facts and circumstances"
test, check this box and stop here.
test The organ1zat1on qual1f1es as a publicly
Explain 1n Part IV how the organ1zat1on meets the "facts and circumstances"
supported organ1zat1on
Private Foundation If the organ1zat1on did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
18
1nstruct1ons
16a
..,._p-
....
Sch e du Ie A (Form 9 9 O or 9 9 O- E Z) 2 O 11
Page
M:ifilOM Support
Calendar year
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
(e) 2011
(f) Total
Calendar year
9
10a
c
11
12
13
14
Section
C. Com
utation
of Public Su
15
Public Support
Percentage
for 2011
16
Public support
percentage
from 2010
Section
D. Computation
ort Percenta
(line 8 column
Schedule
of Investment
(c) 2009
third, fourth,
Income
organ1zat1on,
,...,
A, Part III,
(d) 2010
(f))
15
line 15
16
Percentage
17
Investment
income
percentage
18
Investment
income
percentage
19a
If the organ1zat1on did not check the box on line 14, and line 15 1s more than 33 1/3% and line 17 1s not
331/3/osupport
tests-2011.
,...,
more than 33 1/3%, check this box and stop here. The organ1zat1on qual1f1es as a publicly supported organ1zat1on
331/3/osupport
tests-2010.
If the organ1zat1on did not check a box on line 14 or line 19a, and line 16 1s more than 33 1/3% and line
18 1s not more than 33 1/3%, check this box and stop here. The organ1zat1on qual1f1es as a publicly supported organ1zat1on
,...,
Private Foundation If the organ1zat1on did not check a box on line 14, 19a or 19b, check this box and see 1nstruct1ons
,...,
b
20
A, Part III,
line 17
(f))
17
18
Sch e du Ie A (Form 9 9 O or 9 9 O- E Z) 2 O 11
page
M:ifil(*M Supplemental
Information.
Supplemental Information. Complete this part to provide the explanation
required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any
add1t1onal information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule
of Other Income
Other program
revenue
Additional Data
Software
Software
ID:
Version:
EIN:
Name:
Condition
Foundation Inc
Description:
Special
52-1526916
FreedomWorks
- 4 Program
Service
Condition
Accomplishments
Description
(See the Instructions)
) (Expenses$
938,345
1nclud1ng grants
of$
112,550 ) (Revenue
Grassroots
Mob1l1zat1on and Tra1n1ng Advocacy, tra1n1ng and equ1pp1ng interested
public on reform of federal and state pol1c1es 1n areas
such as tax policy, fiscal policy, health care policy, energy and environmental
pol1c1es, education and other m1ss1on related issues
efile
GRAPHIC
As Filed
Data -
DLN:93493164002002
OMB No 1545-0047
SCHEDULED
(Form 990)
2011
Department
oftheTreasury
InternalRevenue
Service
Open to Public
Inspection
Employer
identification
number
52-1526916
Organizations
Maintaining
Donor Advised
Funds or Other
oraa rnzat1on a nswe re d" Yes to Form 990 Part IV Iine 6
(a) Donor advised
1
Total
Aggregate
Similar
Funds
funds
or Accounts.
Complete
to (during
year)
Aggregate
Aggregate
Did the organ1zat1on inform all donors and donor advisors 1n writing that the assets held 1n donor advised
funds are the organ1zat1on's property, subJect to the organ1zat1on's exclusive legal control?
1Yes
Did the organ1zat1on inform all grantees, donors, and donor advisors 1n writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose
conferring 1mperm1ss1ble private benefit
l:ifiii
1
Conservation
Purpose(s)
I
I
I
2
1f the
Protection
easements
Complete
of natural
Yes
Preservation
Complete
easement
Easements.
of conservation
Preservation
year)
or pleasure)
habitat
Preservation
of an historically
Preservation
importantly
land area
structure
of open space
contribution
Total
Total acreage
Number of conservation
easements
on a cert1f1ed historic
Number of conservation
easements
included
Number of conservation
easements
mod1f1ed, transferred,
number of conservation
the taxable
restricted
easements
2a
by conservation
easements
Number of states
where property
A mount of expenses
subJect to conservation
incurred
2c
2d
released,
ext1ngu1shed,
easement
1s located
1n monitoring,
monitoring,
or terminated
Organizations
Maintaining
Complete 1f the organization
1nspect1on, handling
conservation
easements
easements
of v1olat1ons, and
Yes
the requirements
of section
1Yes
Collections
of Art, Historical
Treasures,
answered "Yes" to Form 990, Part IV, line 8.
or Other
Similar
Assets.
If the organ1zat1on elected, as permitted under SFAS 116, not to report 1n its revenue statement and balance sheet works of
of public service,
art, historical treasures, or other s1m1lar assets held for public exh1b1t1on, education or research 1n furtherance
provide, 1n Part XIV, the text of the footnote to its f1nanc1al statements
that describes these items
If the organ1zat1on elected, as permitted under SFAS 116, to report 1n its revenue statement
historical treasures, or other s1m1lar assets held for public exh1b1t1on, education, or research
provide the following amounts relating to these items
(i) Revenues
(ii)Assets
included
included
1n Form 990,
1n Form 990,
Part VIII,
Revenues
Assets
For Privacy
included
included
1n Form 990,
1n Form 990,
~ $ ---------
line 1
Part X
~ $ ---------
If the organ1zat1on received or held works of art, historical treasures, or other s1m1lar assets
following amounts required to be reported underSFAS
116 relating to these items
~-------
conservation
la
1n (a)
i:itiihi
included
to monitoring,
hours devoted
~$ _______
structure
1n (c) acquired
year~-------
2b
Part VIII,
~ $ ----------
line 1
Part X
Reduction
the
Cat
No 522830
$
Schedule
Sch e du Ie D (Form 9 9 O ) 2 O 11
j@IO!
3
page
Organizations
Maintaining
I
I
I
Collections
of Art,
Historical
Treasures,
or Other
Loan or exchange
Scholarly
Other
Preservation
P rov1de a description
Part XIV
During 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 part of the organ1zat1on's collect1on7
la
(contmued)
programs
1:iflj(fj
Assets
Public exh1b1t1on
research
Similar
of the organ1zat1on's
collections
and explain
the organ1zat1on's
exempt
purpose
1n
Yes
the arrangement
custodian
or other assets
not
1Yes
If "Yes,"
the following
table
Beg1nn1ng balance
le
ld
D1stribut1ons
le
Ending balance
Amount
2a
b
lf
.:r. .........
explain
an amount
the arrangement
Endowment
Funds.
on Form 990,
Complete
la
Contributions
Investment
Grants
Other expenditures
and programs
Adm1n1strat1ve
earnings
or losses
or scholarships
Provide
for fac1l1t1es
expenses
the estimated
Board designated
Permanent
Term endowment
3a
(b )Prior Year
1Yes
1n Part XIV
percentage
or quasi-endowment
held as
endowment
~
(i) unrelated
Yes
If"Yes"
Describe
organ1zat1ons
la
of property
listed as required
No
I 3aCi>
I 3a(ii)
organ1zat1ons
on Schedule
endowment
R7
3b
funds
(b )Cost or other
basis ( other)
(c) Accumulated
deprec1at1on
Land
b Bu1ld1ngs
c Leasehold
improvements
d Equipment
e Other
Total. Add lines la-le
(Column (d) should equal Form 990, Part X, column (B), !me 10(c).)
Schedule
Sch e du Ie D (Form 9 9 O ) 2 O 11
1:r.111- .
Page
Investments
Other Securities.
(a) Description
of security or category
(1nclud1ng name of security)
(b)Book
value
value
(1 )F1nanc1al derivatives
(2)Closely-held
(3)0ther
(A) Private
equity
equity,
interests
restricted
use
4 08 ,6 04
Total. (Column (b) should equal Fol7Tl 990, Part X, col (8) /me 12)
Program
Investments
1:r.111-.,111
(a) Description
of investment
Related.
Other Assets.
(a) Description
Total. (Column (b) should equal Form 990, Part X, co/.(8) !me 15.)
~1
..
:a--
Other Liabilities.
(a) Description
1
Federal Income
Due to related
of L1ab1l1ty
(b) A mount
Taxes
organ1zat1on
Total. (Column (b) should equal Fol7Tl 990, Part X, col (8) /me 25)
value
Total. (Column (b) should equal Fol7Tl 990, Part X, col (8) /me 13)
:r., .......
4 08 ,6 04
type
1,4 50 ,809
1,4 50 ,809
to the organ1zat1on's
f1nanc1al statements
that reports
the
Sch e du Ie D (Form 9 9 O ) 2 O 11
Page
Reconciliation
:r.1.0:
1
Total
Total expenses
Excess
Net unrealized
Donated
revenue
of Change
(Form 990,
Part VIII,
(Form 990,
column
gains (losses)
Subtract
9,471,199
6,729,536
2,741,663
-424,726
on investments
Investment
Other (Describe
Total adJustments
10
Excess
l:r-TiliUI
1
2
1n Part XIV)
(net)
Amounts
included
Recoveries
Other (Describe
services
included
1:r.111-41111
Donated
Part VIII,
line 7b
4b
of Expenses
per Audited
Financial
Statements
With Expenses
per Return
6,729,536
1
included
2a
2b
Other losses
2c
Other (Describe
1n Part XIV)
2d
2d
2e
Subtract
Amounts
included
0
6,729,536
expenses
Other (Describe
0
9,471,199
:r.1.otu
9,471,199
4c
and losses
services
Investment
-424,726
I 4a I
2e
on Form 990,
Add lines 3 and 4c. (This should equal Form 990, Part I, line 12 )
2c
2d
not included
Reconciliation
Amounts
a
2b
1n Part XIV)
Total expenses
statements
9 ,046 ,4 7 3
-424,726
10
2a
expenses
-424,726
2,316,937
per Return
2d
Amounts
Other (Describe
With Revenue
line 12
1n Part XIV)
Statements
Subtract
Investment
lines 3 and 9
Financial
Combine
Donated
per Audited
gains on investments
of Revenue
Net unrealized
Add lines 4 - 8
Reconciliation
expenses
Total revenue,
Statements
services
not included
on Form 990,
Part VIII,
1n Part XIV)
line 7b
I 4a I
4b
Supplemental
4c
5
6,729,536
Information
Identifier
Description
of U ncerta1n Tax
Pos1t1ons Under FIN 48
Part X
Explanation
The Foundation had no s1gn1f1cant uncertain
year ended December 31, 2011
efile
GRAPHIC
rint
- DO NOT PROCESS
As Filed
Data -
DLN:93493164002002
OMB No 1545-0047
SCHEDULEG
(Form 990 or 990-EZ)
2011
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 separate instructions.
Department
of theTreasury
InternalRevenueService
Open to Public
Ins ection
Employer
identification
number
Inc
52-1526916
l:ifill
1
Fundraising
I nd1cate whether
the organ1zat1on
Mail sol1c1tat1ons
F
F
Internet
c
d
In-person
Complete
Activities.
and e-mail
raised
1f the organization
funds through
sol1c1tat1ons
Phone sol1c1tat1ons
act1v1t1es
Check
Sol1c1tat1on of non-government
I
I
Sol1c1tat1on of government
Special
grants
grants
fundra1s1ng events
sol1c1tat1ons
Did the organ1zat1on have a written or oral agreement with any 1nd1v1dual (1nclud1ng officers, directors,
trustees
with professional
fundra1s1ng serv1ces7
or key employees
listed 1n Form 990, Part VII) or entity 1n connection
2a
If"Yes,"
list the ten highest paid 1nd1v1duals or ent1t1es (fundra1sers)
pursuant to agreements
to be compensated
at least $5,000
by the organ1zat1on Form 990-EZ filers are not required
(ii) Act1v1ty
(iii) Did
fund ra Iser have
custody or
control of
contnbut1ons7
Yes
Clearword Commun1cat1on
Group Inc
12841 BraemarV1llage
Plaza
51
Bnstow,VA
No
1s
No
No
407,971
19,974
387,997
No
376,254
11,045
365,209
No
260 ,000
13,000
247,000
44,019
1,000,206
Advice
VA 20147
Local Fundra1s1ng
Counsel
Fundra1s1ng Solutions
1500JacksonSt817
Dallas,
the fundra1ser
this table
Yes
20136
Creative
Ashburn
underwh1ch
to complete
P"
Direct Mail
Creative Advice
TX 75201
.....
Total.
1s registered
or licensed
1,044,225
from reg1strat1on
or
AL, AK, AR, AZ, CA, CO, CT, FL, GA, HI, IL, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, NH, NM, NY, NC, ND, OH, OK, OR, NH, PA, RI, SC,
TN,UT,VA,WA,WV,WI
For Privacy
Act and
Paperwork
Reduction
Act Notice,
Cat No 50083H
Schedule
G (Form
990
or 990-EZ)
2011
Sch e du Ie G (Form 9 9 O or 9 9 O- E Z) 2 O 11
l:ifliI
Page 2
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
(event type)
(event type)
(c) Other
(total
Events
number)
;
:r;
~
Gross receipts
Less Charitable
contributions
Gross income
minus line 2)
Cash prizes
Non-cash
Rent/fac1l1ty
Entertainment
Other direct
Ci::
<.I)
(line 1
prizes
<].)
iJ)
c<].)
costs
Q_
i:i'.i
1j
10
Direct
expenses
expense
....
11
Net income
summary
summary
Combine
,...
,...
9 1n column (d).
(d).
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.
l~I
(a) Bingo
;
:r;
Ci::
<.I)
<].)
Gross revenue
Cash prizes
Non-cash
Rent/fac1l1ty
costs
Other direct
expenses
Volunteer
Direct
Net gaming
iJ)
c<].)
Q_
i:i'.i
1j
prizes
''
labor
expense
Yes ------------------No
summary
income summary
Combine
If "No,"
to operate
Yes ------------------No
5 1n column (d).
''
''
Yes ------------------No
,...
,...
(d).
gaming act1v1t1es
Yes
No
Explain
-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------]
10a
b
gaming licenses
revoked,
suspended
or terminated
Yes
No
Explain
-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------]
Sch e du Ie G (Form 9 9 O or 9 9 O- E Z) 2 O 11
11
12
13
The organ1zat1on's
An outside
14
Provide
records
Page 3
of a trust
or a member
of a partnership
No
Yes
No
Yes
No
Yes
No
1n
fac1l1ty
13a
fac1l1ty
Yes
or other entity
gam1ng7
the organ1zat1on's
gam1ng/spec1al
events
I 13b
books and
Name ....
Address
1Sa
....
gaming
revenue?
If "Yes,"
amount
If "Yes,"
revenue
of gaming
retained
revenue
received
the
Name ....
Address
16
Gaming
....
manager
1nformat1on
Name ....
Ga m Ing manager
Description
I
17
of services
under state
Employee
Independent
contractor
d1stribut1ons
own exempt
required
under state
law distributed
proceeds
to
to other exempt
organ1zat1ons
or spent
l1cense7
of d1stribut1ons
1n the organ1zat1on's
i:ifil(fj
....
d1stribut1ons
provided
D1rector/off1cer
Mandatory
a
ReturnReference
2011
efile
GRAPHIC
As Filed
Schedule I
(Form 990)
Data -
OMB No 1545-0047
General
if the organization
2011
Open to Public
Inspection
Employer
identification
number
52-1526916
Information
on Grants
and Assistance
Describe
procedures
for monitoring
P-ves
of
(b)EIN
Enter total
number of section
Enter total
20-4039366
501 (c)(3)
Reduction
108,000
and government
listed
Act Notice,
organ1zat1ons
listed
(f)
Method of
valuation
(book, FMV, appraisal,
other)
(g) Description
of
non-cash assistance
..,_'
No
For Privacy
answered
..,_Attach
Inc
l:ifliI
DLN:93493164002002
Cat No SOOSSP
Schedule
I (Form 990)
2011
Sch e du Ie I (Form 9 9 O ) 2 O 11
pa e
M:ifii(+M
of grant or assistance
Supplemental
Identifier
Procedure for M on1tonng
Grants 1n the U S
Information.
Return Reference
Part I, Line 2
(b)N umber of
rec1p1ents
Complete
(c)Amount
of
cash grant
Complete
1f the organ1zat1on answered "Yes" to Form 990, Part IV, line 22.
(d)A mount of
non-cash assistance
(e)Method
of valuation
(book,
FMV, appraisal, other)
(f)Descnpt1on
of non-cash
assistance
Explanation
Schedule
reviews
expenses
budget
efile
GRAPHIC
As Filed Data -
DLN:93493164002002
Compensation Information
Schedule J
(Form 990)
OMB No 1545-0047
2011
Department
oftheTreasury
InternalRevenue
Service
Open to Public
Inspection
Employer identification
number
52-1526916
uestions
Re
Yes
la
Check the approp1ate box(es) 1fthe organ1zat1on provided any of the following to or for a person listed 1n Form
990, Part VII, Section A, line la Complete Part III to provide any relevant 1nformat1on regarding these items
F
F
I
I
b
First-class
Travel
or charter
I
I
F
I
travel
for companions
spending
payments
account
Housing
Health
or social
Personal
for personal
use of personal
Compensation
Independent
I
F
F
committee
compensation
consultant
a severance
payment
1n Form 990,
services
(e g, maid, chauffeur,
chef)
payment
from, a supplemental
payment
from, an equity-based
and 501(c)(4)
or
organizations
Written
the compensation
employment
Compensation
Approval
Section
and provide
the applicable
Yes
or study
compensation
Yes
contract
survey
nonqual1f1ed retirement
lb
of the
committee
payment?
Receive
Only 501(c)(3)
or change-of-control
Part VII,
use
residence
or residence
for business
F
F
F
plan7
arrangement?
amounts
4a
No
4b
No
4c
No
any
The organ1zat1on7
Sa
No
Any related
Sb
No
6a
No
6b
No
No
No
If "Yes,"
organ1zat1on7
1n Part III
The organ1zat1on7
Any related
If "Yes,"
1n Part III
Were any amounts reported 1n Form 990, Part VII, paid or accured
subJect to the 1n1t1al contract exception described 1n Regs section
In Part III
If"Yes"
section
any
organ1zat1on7
allowance
Payments
If any of the boxes 1n line la are checked, did the organ1zat1on follow a written policy regarding payment
reimbursement
orprov1s1on of all the expenses described above7 If "No," complete Part III to explain
Did the organ1zat1on require
officers, directors, trustees,
No
any non-fixed
presumption
procedure
Reduction Act Notice, see the Int ructions for Form 990
described
1n Regulations
9
Cat
No 50053T
Sch e du Ie J (Form 9 9 O ) 2 O 11
l:itiiI
Officers,
Page
Directors,
Trustees,
Key Employees,
(A) Name
(B) Breakdown
ofW-2
(i) Base
compensation
and/or
1099-MISC
incentive
compensation
reportable
compensation
(1)
(11)
250,000
250,000
50,000
50,000
(1)
(11)
70,955
70,955
25,500
25,500
(1)
(11)
130,547
16,135
(1)
(11)
42,175
86,841
(1)
(11)
7 4 ,8 2 6
66,356
(1)
(11)
34,184
108,248
(1)
(11)
113,170
55,740
compensation
(iii) Other
149,977
117,83 9
of Form 990,
560
440
Part VII,
Section
(1)
(11)
Employees.
described
1n the
(D) Nontaxable
benefits
6,397
5,027
9,696
9,696
organ1zat1ons,
4,023
3,161
0
0
0
0
(F) Compensation
reported 1n prior
Form 990 or
Form 990-EZ
166 ,842
131,091
0
0
309 ,696
309 ,696
0
0
167
167
3,000
3,000
4,045
4,045
103,667
103,667
0
0
425
53
4,005
495
2,953
365
138,8 20
17,158
0
0
54
109
1,7 27
3,506
600
1,218
58,086
119,144
0
0
530
470
129
114
3,074
2,7 26
2,024
1,794
240
760
43
137
1,440
4,561
223
110
3,518
1,7 33
890
110
13 ,5 3 0
2 7 ,4 70
24,120
11,8 8 0
80 ,583
71,460
0
0
1,82 2
5,769
37,729
119 ,4 7 5
0
0
4,080
2,010
145,111
71,4 7 3
0
0
Sch e du Ie J (Form 9 9 O ) 2 O 11
l:ifilO
Complete
Identifier
Supplemental
Page
Information
the 1nformat1on, explanation,
Return
Reference
Part I, Line 1 a First-class
Club Dues
or descriptions
required
Explanation
Travel/Travel
for companions
Richard A rmey - pursuant to terms of contract, flies first-class
for business
FreedomWorks
pays for a social club for its President to conduct meetings and discuss business matters
with companion
Social
efile
GRAPHIC
Schedule
As Filed
Data -
DLN:93493164002002
OMB No 1545-0047
2011
~ Complete
if the organization
answered
"Yes" on Form 990, Part IV, lines 2Sa, 2Sb, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
~ Attach
to Form 990 or Form 990-EZ. ~See separate instructions.
Department
of theTreasury
InternalRevenue
Service
Name of the organization
FreedomWorks Foundation Inc
Open to Public
Inspection
Employer
identification
number
52-1526916
Excess
Benefit
Transactions
(section 501(c)(3)
Complete
"Yes"
on Form 990
Part IV
'
'
or Form 990-EZ
'
'
(c)
C orrected7
of transaction
Yes
of tax imposed
IUffiii Loans
to and/or
From
Interested
Complete
(b) Loan to
or from the
organ 1zat1on 7
person and
To
No
or d1squal1f1ed persons
,... $
by the organ1zat1on.
Persons.
"Yes"
(c)O rig1nal
principal amount
(d)Balance
From
due
(f)
Approved
by board or
comm1ttee7
(e) In
default?
Yes
Part V, line 3 Sa
No
Yes
No
(g)Written
agreement?
Yes
No
,... $
Total
Grants or Assistance
Benefitting
Interested
Persons.
c amp Ie t e If th e orqarnza t ion answere d "Yes on Farm 990 ., Par t IV , Ime 27
l:r-PU
For Privacy
Instructions
person
Act Notice,
see the
person
Cat No 50056A
Schedule
2011
Sch e du Ie L (Form 9 9 O or 9 9 O- E Z) 2 O 11
l:itil(fJ Business
Complete
Transactions
Page
Involving
Interested
Persons.
answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
1f the organization
(b) Relat1onsh1p
between interested
person and the
organ 1zat1on
person
President's
spouse
100% owner
(2)Theresa
President's
l~liilAT
Kibbe
Supplemental
Complete
Identifier
transaction
(d) Description
of transaction
(e) Sharing of
organ1zat1on's
revenues?
Yes
1s
spouse
30,542
Management
consulting
36,390
Senior Advisor
No
No
No
Information
Return Reference
(c) A mount of
to questions
on Schedule
L (see 1nstruct1ons)
Explanation
Schedule L (Form 990 or 990-EZ) 2011
efile
GRAPHIC
SCHEDULEM
(Form 990)
As Filed Data -
DLN:93493164002002
OMB No 1545-0047
NonCash Contributions
2011
Department
of theTreasury
InternalRevenueService
Open to Public
Ins ection
Employer identification
number
52-1526916
Types
of Property
(c)
(d)
Contribution
amounts
reported on
Form 990, Part VIII, line
Method of determ1n1ng
contribution
amounts
(b)
(a)
Check
1f
applicable
Number of Contributions
or items contributed
lg
1
Art-Works
of a rt
Art-Historical
treasures
Art-Fractional
interests
Clothing
goods
and household
Intellectual
property
Securit1es-Publ1cly
traded
10
Securities-Closely
held stock
11
Securit1es-Partnersh1p,
LLC,
or trust interests
Securit1es-M
1scellaneous
12
13
Q ual1f1ed conservation
1storic
contribut1on-H
structures
14
Q ual1f1ed conservation
contribut1on-O
ther
15
Real estate-Res1dent1al
16
Real estate-Commercial
17
Real estate-Other
18
19
Food inventory
Drugs and med1ca I suppl 1es
21
Taxidermy
Historical
23
Sc1ent1f1c specimens
152,677
Market
artifacts
24
Archeolog1cal
25
Other..-
26
Other..-(
27
Other..-(
28
Other..-
artifacts
)
)
)
Number of Forms 8 28 3 received by the organ1zat1on during the tax year for contributions
for which the organ1zat1on completed Form 8283, Part IV, Do nee Acknowledgement
29
Value
20
22
29
Yes
30a
by contribution
any property
must hold for at least three years from the date of the 1n1t1al contribution,
for exempt
b If"Yes,"
purposes
describe
the arrangement
holding
32a
33
to be used
30a
No
contribut1ons7
31
No
32a
No
or sell non-cash
1n Part II
No
that 1t
1n Part II
describe
period7
31
b If"Yes,"
reported
1n column
(a) 1s checked,
1n Part II
Reduction
Cat No 51227J
Schedule
M (Form 990)
2011
Page 2
M:itiiM
Supplemental
Information.
Complete this part to provide the information
32b, and 33. Also complete this part for any add1t1onal information.
Identifier
Return
Reference
Explanation
Schedule
efile
GRAPHIC
SCHEDULE O
(Form990 or 990-EZ)
As Filed Data -
DLN:93493164002002
OMB No 1545-0047
Department
of theTreasury
InternalRevenueService
Employer identification
2011
number
52-1526916
Identifier
Changes 1nNet
Assets or Fund
Balances
Average Hours
Per Week on
Related
Organization
Return
Reference
Explanation
Form 990 1sprepared by independent CPA firm and draft copy 1sprovided to Foundation senior staff,
outside general counsel and all board members and audit committee for review All comments after
reviews are compiled and discussed w 1thCPA firm for ed1t1ngAfter edits are made, final version of form
990 1sprovided to the A"es1dentand Treasurer for final review, signature and f1l1ng
Governance and Ethics Policy 1ssigned annually by the Board of Directors and employees Board of
directors and employees shall disclose annually to the Secretary any direct conflict between their own
1nd1v1dual
interests and those of FreedomWorks Foundation If such conflict does exist, director or
employee shall provide the Secretary written notice of such relat1onsh1pand shall refrain from attempting
to exert any influence on FreedomWorks Foundation until the matter has been reviewed and resolved
FreedomWorks Foundation makes its Form 1023 available upon request FreedomWorks Foundation
makes available a public disclosure copy of its Federal Form 990 upon request and 1savailable on
Gu1destar
FreedomWorks Foundation has an audit commmittee that assumes respons1b1l1tyfor oversight of the audit
of its f1nanc1alstatements and selection of an independent accountant
Hon Richard K Armey, Chairman, 20 hours per week Matt Kibbe, A"es1dent& CEO, 18 hours per week
Jud 1thMulcahy, VP of Operations/Treasurer, 20 hours per week Wayne Brough, VP of
Research/Secretary, 5 hours per week Mary Byrne, VP of Membersh1p/Market1ng,19 hours per week
Max Pappas, VP of Public Policy, 21 hours per week Richard Walker, VP Pol1t1cal& Grassroots
Campaigns, 30 hours per week Dean Clancy, VP of Healthcare Policy and Leg1slat1veCouncil, 13 hours
per week Adam Brandon, VP of Communications, 27 hours per week Charles Page, Southeast Regional
Director, 17 hours per week
efile
GRAPHIC
SCHEDULER
(Form 990)
As Filed
DLN:93493164002002
Data -
OMB
Complete
No
1545-0047
2011
if the organization
answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
~ Attach
to Form 990.
~ See separate
instructions.
Open to Public
Inspection
Department
of theTreasury
InternalRevenueService
Employer
identification
number
M:ifil
Identification
of Disregarded
Entities
(Complete
(b)
Primary act1v1ty
(a)
Name, address, and EIN of disregarded entity
.
iBi
..
Ident1f1cat1on
of Related
or more related tax-exempt
Tax-Exempt
organizations
1f the organ1zat1on answered "Yes" on Form 990, Part IV, line 33.)
Organizations
(Complete
during the tax year.)
(a)
Name, address, and EIN of related organization
(b)
Primary act1v1ty
(c)
Legal dom1c1le (state
or foreign country)
1f the organization
(c)
Legal dom1c1le (state
or fore1g n country)
(d)
Total income
answered
(e)
End-of-year
..Yes ..on
(d)
Exempt Code section
assets
(f)
Direct controlling
entity
(e)
Public charity status
(1f section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512( b )( 13)
controlled
organization
Yes
No
DC 20001
Reduction
DC
Cat
501(c)(4)
No
50135Y
N/A
No
Sch e du Ie R (Form
i:ifilhi
9 9 O ) 2 O 11
Page
Identification
of Related Organizations
Taxable as a Partnership
(Complete 1f the organization
because 1t had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN
of
related organization
(b)
Primary act1v1ty
(c)
Legal
dom1c1le
(state or
foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income
(related, unrelated,
excluded from tax
under sections 512514)
(f)
Sha re of tota I
income
(g)
Share of end-ofyear
assets
Yes
l:ifii(+j
(j)
General or
managing
partner?
Yes
No
(k)
Percentage
ownership
No
Identification
of Related Organizations
Taxable as a Corporation
or Trust (Complete 1f the organ1zat1on answered "Yes" on 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)
Name, address, and EIN of related organ1zat1on
(b)
Primary act1v1ty
(c)
Legal dom1c1le
(state or
foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
( C corp, S corp,
or trust)
(f)
Sha re of tota I
income
(g)
Share of
end-of-year
assets
Schedule
(h)
Percentage
ownership
Sch e du Ie R (Form 9 9 O ) 2 O 11
:ifil*M
Transactions
Note. Complete
With Related
Organizations
(Complete
of (i) interest
Receipt
to related
to or for related
by related
Sale of assets
contribution
to related
Yes
transactions
organ1zat1ons
listed
from related
No
1n Parts II-IV7
entity
organ1zat1on(s)
organ1zat1on(s)
organ1zat1on(s)
organ1zat1on(s)
organ1zat1on(s)
la
No
lb
No
le
No
ld
No
le
No
lf
No
No
Purchase
of assets
from related
organ1zat1on(s)
lg
Exchange
of assets
with related
organ1zat1on(s)
lh
No
li
No
lj
No
lk
No
Lease offac1l1t1es,
equipment,
or other assets
to related
or other assets
from related
Performance
Performance
of services
of services
or membership
or membership
Sharing
Reimbursement
of paid employees
paid by related
Other transfer
of cash or property
Other transfer
of cash or property
11
Yes
Yes
ln
Yes
for expenses
lo
Yes
for expenses
lp
Yes
organ1zat1on(s)
lq
No
lr
No
or other assets
organ1zat1on(s)
to related
from related
organ1zat1on(s)
organ1zat1on(s)
(a)
Name of other organization
with related
organ1zat1on(s)
organ1zat1on(s)
organ1zat1on(s)
lm
organ1zat1on(s)
Reimbursement
organ1zat1on(s)
with related
paid to related
organ1zat1on(s)
ma1l1ng lists,
1f the organ1zat1on answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
1s listed
1 During the tax year, did the orgran1zat1on engage 1n any of the following
a
Page
relat1onsh1ps
and transaction
(c)
Amount involved
thresholds
(d)
Method of determining
involved
amount
340,257
1,921,007
4,586,000
Tracked d 1rectly
743,995
Tracked d 1rectly
200,000
Tracked d 1rectly
(6)
Sch e du Ie R (Form
i:ifil'1i
9 9 O ) 2 O 11
Unrelated
Page
Organizations
Taxable
as a Partnership
(b)
Primary act1v1ty
(Complete
1f the organization
through
which the organ1zat1on
conducted
more
exclusion
for certain
investment
partnerships
(c)
(d)
Legal dom1c1le
Predominant
(state or
mcome(related,
foreign
unrelated,
country)
excluded from
tax under
sections 512514)
(e)
Are all
partners
section
501(c)(3)
orgarnzat1ons7
Yes
No
(f)
Share of
tota I income
than
(g)
Share of
end-of-year
assets
five
percent
of its act1v1t1es
(h)
D1sproprt1onate allocat1ons7
Yes
No
(measured
by total
(i)
Code V-UBI
amount in box
20 of Schedule K-1
(Form 1065)
assets
or gross
(j)
General or
managing
partner?
Yes
(k)
Percentage
ownership
No
Sch e du Ie R (Form 9 9 O ) 2 O 11
l:ifilf,11
Supplemental
Complete
Identifier
Page
Return
Reference
Schedule
Part II
R,
Information
to questions
on Schedule
R (see 1nstruct1ons)
Explanation
(a) Freedomworks,
Inc
(b) Recruits,
educates,
trains
act1v1sts to advance
less government