FreedomWorks Inc 521349353 2010 074F9560Searchable

),· . 'ig 'o Form 9 Return of Organization Exempt From Income Tax

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

A For the 2010 calendar year, or tax year beginning and ending

OMB No 1545-004 7

2010 Open to Public

Inspection

B Check rt C Name pf organization apphcable - D Employer identification number

f"vlAddress d k LA.Jchange Free omWor s ,

D Name t------------'----------------------1 change Doino Business As

Inc. 52-1349353

Dlnlt1al return Number and street (or P 0. box 1f ma1l 1s not delivered to street address)

D!r;;;un- 400 North Capitol Street, NW I Room/suite E Telephone number 765 202-783-3870

DAmended return City or town, state or country, and ZIP+ 4 G Gross receipts $ 9,250,240.

Or;g~uca- Washinqton, DC 20001 H(a) Is this a group return pending t-----_.., __ ...._ _____________________ ~ D f"vl

F Name and address of principal off1cer:Ma t t Kl. bbe for affiliates? Yes LA.J No

Same as C above H(b)Areallatt111atesincluded?0Yes DNo ----~---.-- ........ ---....,....---,----,---------.-..----~-~---1 I Tax-exempt status: I I 501(c)(3) LXJ 501(c) ( 4 )<11111 (insert no.) I I 4947(a)(1) or I I 527 If "No," attach a hst. (see instructions)

J Website:~ www. freedomworks. org H(c) Group exemot1on number ~ K Form of organization: I X I Corporation I I Trust I I Assoc1at1on I I Other~ I L Year of formation: 19 8 41 M State of legal domicile: DC

I Part 11 Summary 1 Briefly describe the organization's m1ss1on or most s1gnif1cant act1v1t1es· Consumer organization that

focuses on public policy, advocacy and educat.J..an--===i

2 Check this box ~ LJ If the organization d1scont1nued its operat1ots or d1~'d'-1_:mo:e=.i:Mn 25% 'of its net assets.

3 Number of voting members of the governing body (Part VI, hne 1 a) l ~i l-'-3+----------=5

4 Number of independent voting members of the governing body (Part ~l:di~fe 1 b)UN O 6 201\ l O 4 3 5 Total number of md1v1duals employed in calendar year 2010 (Part V, hi~ ) J \ U) i-.;:.5-1--------5~0

6 Total number of volunteers (estimate If necessary) J ~1 l-'-6+-----=1~,2:;..;0;;,,0;;..;,:"o~o~o

7 a Total unrelated business revenue from Part VIII, column (C). line 12 OGDEN: UT ' i-:7;.;;a:+------,5,,..,,,.0..:.'....,,o,,...o.,...;,o_. b Net unrelated business taxable income from Form 990-T, hne 34 7b < 5 3 , 7 0 4 • >

8 Contributions and grants (Part VIII, hne 1 h)

9 Program service revenue (Part VIII, line 2g)

10 Investment income (Part VIII, column (A), lines 3, 4, and 7d)

11 Other revenue (Part VIII, column (A), lines 5, 6d, Be, 9c, 10c, and 11e)

12 Total revenue - add Imes 8 throuah 11 (must equal Part VIII, column IAl, hne 121

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)

15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) Ill

:!: c: 16a Professional fundra1smg fees (Part IX, column (A), line 11 e) Cl) e, 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)

1,341,472.

18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25)

19 Revenue less exoenses. Subtract hne 18 from hne 12 ~Cl)

o~ Cl) c: ]l1lJ 20 Total assets (Part X, line 16) Cl)CC

<C'C 21 Total hab1ht1es (Part X, line 26) ~c: Z.z 22 Net assets or fund balances. Subtract hne 21 from hne 20 I Part II I Signature Block

Prior Year Current Year 3,579,269. 9,128,652.

0. 0. 20,888. 2,459.

94,878. 119,129.

3,695,035. 9,250,240.

0. o. 0. 0.

1,150,017. 1,388,722.

35,035. 138,494.

2,197,214. 6,036,778.

3,382,266. 7,563,994.

312,769. 1,686,246.

Beginning of Current Year End of Year 2,146,627. 3,938,063.

312,561. 417,751.

1,834,066. 3,520,312.

Under penalties of periury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, 1t 1s

true, correct, and complete. Declaration of pr arer ( er than officer) 1s based on all information of which preparer has any knowled e.

Sign

Here

Paid

Preparer

Use Only

~ 1gnat

Ill... Judith Mulcahy, VP of Operations/Treasurer ,.. Type or pnnt name and title

Pnnt/Type preparer's name

Darrin s. Rogers, CPA

Firm's name Rogers & Company PLLC

Firm's address..,.. 8 3 0 0 Boone Boulevard, Suite 6 0 0

Vienna, VA 22182

May the IRS discuss this return with the preparer shown above? (see 1nstruct1ons)

032001 02-22-11 LHA For Paperwork Reduction Act Notice, see the separate instructions.

Firm's EIN

Phone no. 893-0300

Fa~ il90 ~~1Q) FreedomWorks, Inc. 5 2 -13 4 9 3 5 3 Pa e 2 Part Ill Statement of Program Service Accomplishments

' Check 1f Schedule O contains a response to any question in this Part Ill

Briefly describe the orgamzat1on's m1ss1on: 'Public policy, advocacy and educational organization that focuses on fiscal and economic issues.

2 Did the organization undertake any s1gmf1cant 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 orgamzat1on cease conducting, or make s1gmf1cant changes 1n how 1t conducts, any program services?

If "Yes," describe these changes on Schedule O

4 Describe the exempt purpose achievements for each of the orgamzat1on's three largest program services by expenses.

Section 501 (c)(3) and 501 (c)(4) orgamzat1ons and section 4947(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

OOves DNo

Dves OONo

4a (Code: ) (Expenses$ 2 , 0 6 6 , 210 • 1nclud1ng 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, social networking, paid advertising, and development of activist networking platform.

4b (Code: ) (Expenses$ 5 9 4 , 2 7 2 • including grants of$ ) (Revenue$ Grassroots Mobilization: Executing large -a-n~d=--m-e-d-i~u-m~scale r-a~l-l~i-e-s~a-n-d-=--other events that broadly promotes our core economic issues.

4c (Code. ---,,---.,,..- ) (Expenses$ 1 , 9 5 3 , 0 7 9 • including grants of$ ) (Revenue$-------Federal and State Campaigns: Research, education and advocacy on federal and state issues and policies in the areas of taxation, fiscal policy, legal reform, energy policy, education and other mission related issues.

4d Other program services. (Describe 1n Schedule 0.)

(Expenses $ 1 , 119 , 3 9 7 • 1nclud1ng grants of$

4e Total program service expenses~ 5 , 7 3 2 , 9 5 8 •

032002 12-21-10

) (Revenue$

2 12480601 739466 FreedomWorks 2010.03010 FreedomWorks, Inc.

Form 990 (2010)

FREEDOM!

Form i)90 (~01 Q) FreedomWorks, Inc. 52-1349353 Pacie3 I Part IV I Checklist of Required Schedules

'

1 Is the organization described in section 501 (c)(3) or 494 7(a)(1) (other than a private foundation)? . If 'Yes,' complete Schedule A

2 Is the organization required to complete Schedule B, Schedule of Contributors?

3 Did the organization engage 1n direct or indirect polrt1cal campaign act1vrt1es on behalf of or 1n opposition to candidates for

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

4 Section 501(c)(3) organizations. Did the organization engage 1n lobbying act1v1t1es, or have a section 501 (h) election 1n effect

during the tax year? If 'Yes,' complete Schedule C, Part II

5 Is the organization a section 501 (c)(4), 501 (c)(5), or 501 (c)(6) organization that receives membership dues, assessments, or

similar amounts as defined 1n Revenue Procedure 98-19? If 'Yes,• complete Schedule C, Part Ill

6 Did the organization ma1nta1n any donor advised funds or any s1m1lar funds or accounts where donors have the right to

provide advice on the d1stribut1on or investment of amounts in such funds or accounts? If 'Yes,• complete Schedule 0, Part I

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

the environment, historic land areas, or historic structures? If 'Yes,' complete Schedule 0, Part II

8 Did the organization ma1nta1n collections of works of art, historical treasures, or other similar assets? If 'Yes,' complete

Schedule 0, Part Ill

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

credit counseling, debt management, credit repair, or debt negot1at1on services? If 'Yes,• complete Schedule 0, Part IV

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

If 'Yes,• complete Schedule 0, Part V

11 If the organization's answer to any of the following questions 1s "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X

as applicable.

a Did the organization report an amount for land, bu1ld1ngs, and equipment 1n Part X, line 10? If "Yes," complete Schedule 0,

Part VI

b Did the organization report an amount for investments · other securities in Part X, line 12 that 1s 5% or more of its total

assets reported 1n Part X, line 16? If 'Yes, " complete Schedule 0, Part VII

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

assets reported 1n Part X, line 16? If "Yes," complete Schedule 0, Part VIII

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

Part X, line 16? If "Yes," complete Schedule 0, Part IX

e Did the organization report an amount for other l1abilit1es 1n Part X, line 25? If "Yes,' complete Schedule 0, Part X

f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses

the organization's liability for uncertain tax pos1t1ons under FIN 48 (ASC 740)? If "Yes," complete Schedule 0, Part X

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

Schedule 0, Parts XI, XII, and XIII

b Was the organization included 1n consolidated, independent audited f1nanc1al statements for the tax year?

If "Yes," and 1f the organization answered 'No• to /me 12a, then completing Schedule 0, Parts XI, XII, and XI/I is optional

13 Is the organization a school described in section 170(b)(1 )(A)(11)? If "Yes," complete Schedule E

14a Did the organization ma1nta1n an office, employees, or agents outside of the United States?

b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmak1ng, fundra1s1ng, business,

and program service act1v1t1es outside the United States? If 'Yes,• complete Schedule F, Parts I and IV

15 Did the organ1zat1on report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization

or entity located outside the United States? If 'Yes,' complete Schedule F, Parts II and IV

16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to 1nd1v1duals

located outside the United States? If "Yes," complete Schedule F, Parts Ill and IV

17 Did the organization report a total of more than $15,000 of expenses for professional fundra1s1ng services on Part IX,

column (A), lines 6 and 11 e? If 'Yes," complete Schedule G, Part I

18 Did the organization report more than $15,000 total of fundra1s1ng event gross income and contributions on Part VIII, lines

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

19 Did the organization report more than $15,000 of gross income from gaming act1v1t1es on Part VIII, line 9a? If "Yes,'

complete Schedule G, Part Ill

20a Did the organization operate one or more hospitals? If "Yes," complete Schedule H

b If "Yes" to line 20a, did the organization attach its audited financial statements to this return? Note. Some Form 990 filers that

ooerate one or more hoso1tals must attach audited f1nanc1al statements (see 1nstruct1ons)

032003 12-21-10

3 12480601 739466 FreedomWorks 2010.03010 FreedornWorks, Inc.

Yes No

1 x 2 x

3 x

4

5 x

6 x

7 x

8 x

9 x

10 x I :

- - - - --

11a x

11b x

11c x

11d x 11e x

11f x

12a x

12b x 13 x

14a x

14b x

15 x

16 x

17 x

18 x

19 x 20a x

20b

Form 990 (2010)

FREEDOM!

Foirn il9012'o1Q) FreedomWorks, Inc. 52-1349353 Paoe4 I Part IV I 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 organization report more than $5,000 of grants and other assistance to ind1v1duals 1n the United States on Part IX, column (A), hne 2? If 'Yes, • complete Schedule I, Parts I and Ill

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

and former officers, directors, trustees, key employees, and highest compensated employees? If 'Yes,• complete ScheduleJ

24a Did the organization have a tax-exempt bond issue with an outstanding pnncipal 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 organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?

c Did the organization maintain an escrow account other than a refunding escrow at any time dunng the year to defease

any tax-exempt bonds?

d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time dunng the year?

25a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a

d1squahf1ed person during the year? If 'Yes,• complete Schedule L, Part I

b Is the organization aware that it engaged in an excess benefit transaction with a d1squahf1ed person 1n a pnor year, and

that the transaction has not been reported on any of the organization's pnor 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 disqualified

Yes No

21 x

22 X

23 X

24a x 24b

24c

24d

25a x

25b x

person outstanding as of the end of the organization's tax year? If 'Yes,' complete Schedule L, Part II 26 X 27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial

contnbutor, or a grant selection committee member, or to a person related to such an ind1v1dual? If 'Yes,' complete

Schedule L, Part Ill 27 X 28 Was the organization 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 (or a family member thereof) was an officer,

director, trustee, or direct or indirect owner? If 'Yes,' complete Schedule L, Part IV

29 Did the organization receive more than $25,000 1n non-cash contnbut1ons? If "Yes,• complete Schedule M

30 Did the organization receive contnbut1ons of art, historical treasures, or other s1m1lar assets, or qual1f1ed conservation

contnbut1ons? If 'Yes,' complete Schedule M

31 Did the organization liquidate, 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?/( 'Yes,' complete

Schedule N, Part II

33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations

sections 301.7701-2 and 301.7701-3? If "Yes,' complete Schedule R, Part I

34 Was the organization 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)?

a Did the organization receive any payment from or engage in any transaction with a controlled entity w1th1n the meaning of

section 512(b)(13)? If 'Yes,• complete Schedule R, Part V. /me 2 D Yes CXJ No

36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization?

28a x 28b x

28c x 29 X

30 X

31 X

32 X

33 X

34 X 35 X

If 'Yes,' complete Schedule R, Part V. /me 2 i,......c.36-"-i---i---

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

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 1n Schedule O for Part VI, lines 11 and 19?

Note. All Form 990 filers are reouired to complete Schedule O

032004 12-21-10

12480601 739466 FreedomWorks 4

2010.03010 FreedomWorks, Inc.

37 x

38 X Form 990 (2010)

FREEDOMl

Fo~ !i9o 2'110~ FreedomWorks, Inc. 52-1349353 Pa e5 Part Statements Regarding Other IRS Filings and Tax Compliance

• Check 1f Schedule O contains a response to any question in this Part V

I 1a I 1a .

Enter the number reported 1n Box 3 of Form 1096. Enter -0· 1f not applicable 35 b Enter the number of Forms W-2G included 1n line 1 a Enter -0· if not applicable 1b 0 c Did the organization comply with backup w1thhold1ng rules for reportable payments to vendors and reportable gaming

(gambling) winnings to prize winners?

I 2a I 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 within the year covered by this return 50 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 lines 1 a and 2a is greater than 250, you may be required to e-ftfe. (see 1nstruct1ons)

3a Did the organization have unrelated business gross income of $1,000 or more dunng the year?

b If "Yes," has 1t filed a Form 990-T for this year? If 'No,' provide an explanation m Schedule O

4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a

f1nanc1al account in a foreign country (such as a bank account, secunt1es account, or other financial account)?

b If "Yes,• enter the name of the foreign country:~

See 1nstruct1ons for f1l1ng requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.

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

b Did any taxable party notify the organ1zat1on that 1t was or 1s a party to a proh1b1ted tax shelter transaction?

c If "Yes," to line 5a or 5b, did the organization file Form 8886-T?

6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit

any contnbut1ons that were not tax deductible?

b If "Yes," did the organization include with every solic1tat1on an express statement that such contnbut1ons or gifts

were not tax deductible?

7 Organizations that may receive deductible contributions under section 170(c).

a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?

b If "Yes," did the organization 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 1t was required

to file Form 8282?

d If "Yes," 1nd1cate the number of Forms 8282 flied during the year I 1d I e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?

g If the organization received a contribution of qual1f1ed intellectual property, did the organization file Form 8899 as required?

h If the organization received a contnbut1on of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?

8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting

orgamzat1on, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?

9 Sponsoring organizations maintaining donor advised funds.

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

b Did the organization make a d1stnbut1on to a donor, donor advisor, or related person?

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

I 1oa I a Initiation fees and capital contributions included on Part VIII, line 12

b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club fac11it1es 10b

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

a Gross income from members or shareholders 11a

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

amounts due or received from them.) 11b

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

b If "Yes," enter the amount of tax-exempt interest received or accrued dunng the year I 12b I 13 Section 501(c)(29) qualified nonprofit health insurance issuers.

a Is the organization licensed to issue qualified health plans in more than one state?

Note. See the 1nstruct1ons for add1t1onal 1nformat1on the organization must report on Schedule 0. b Enter the amount of reserves the organization 1s required to ma1nta1n by the states in which the

organization 1s licensed to issue qual1f1ed health plans I 13b I c Enter the amount of reserves on hand 13c

14a Did the organization receive any payments for indoor tanning services dunng the tax year?

b If "Yes " has 1t flied a Form 720 to reoort these oavments? If 'No," orov1de an exolanat1on m Schedule O

032005 12·21·10


D Yes No

-1c

2b x

3a x 3b x

4a x

-

Sa x Sb x Sc

6a x

6b x --- - --7a

7b

7c

---

7e

7f

7g

7h

--8

-

9a

9b

-

12a

13a

14a x 14b

Form 990 (2010)

FREEDOMl

I

I

I

I

I

I

i

I

I

I I

Fo~990 2tJ10 FreedomWorks, Inc. 52-1349353 Pa e6 Part 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 ctrcumstances, processes, or changes m Schedule O See mstruct1ons.

s r AG . dM Check 1f Schedule O contains a response to any guestion 1n this Part VI

ec1on overmng Body an anagement Yes No

1a Enter the number of voting members of the governing body at the end of the tax year I 1a I 5 b Enter the number of voting members included in line 1 a, above, who are independent I 1b I 3

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

officer, director, trustee, or key employee? 2 x 3 Did the organization 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? 3 x 4 Did the organization make any s1gnif1cant changes to its governing documents since the prior Form 990 was filed? 4 x 5 Did the organization become aware during the year of a s1gnif1cant d1vers1on of the organization's assets? 5 x 6 Does the organization have members or stockholders? 6 x 7a Does the organization have members, stockholders, or other persons who may elect one or more members of the

governing body? 7a x b Are any decisions of the governing body sub1ect to approval by members, stockholders, or other persons? 7b x

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

by the following:

a The governing body? Ba x b Each committee with authority to act on behalf of the governing body? Sb x

9 Is there any officer, director, trustee, or key employee listed 1n Part VII, Section A, who cannot be reached at the

ornanization's ma11ina address? If "Yes," provide the names and addresses m Schedule O 9 x Section B. Policies (This Section B requests mformat1on about policies not required by the Internal Revenue Code)

Yes No

10a Does the organization have local chapters, branches, or affiliates? 10a x b If "Yes," does the organization have written policies and procedures governing the act1v1t1es of such chapters, affiliates,

and branches to ensure their operations are consistent with those of the organization? 10b 11a Has the organization provided a copy of this Form 990 to all members of its governing body before f1l1ng the form? 11a x

b Describe in Schedule O the process, 1f any, used by the organization to review this Form 990.

12a Does the organization have a written conflict of interest policy? If "No,' go to /me 7 3 12a x b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise

to conflicts? 12b x c Does the organization regularly and consistently monitor and enforce compliance with the policy? If 'Yes,' descnbe

m Schedule O how this is done 12c x 13 Does the organization have a written wh1stleblower policy? 13 x 14 Does the organization have a written document retention and destruction policy? 14 x 15 Did the process for determining compensation of the following persons include a review and approval by independent

persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

a The organization's CEO, Executive Director, or top management official 15a x b Other officers or key employees of the organization 15b x

If "Yes" to line 15a or 15b, describe the process 1n 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? 16a x b If "Yes," has the organization adopted a written policy or procedure requmng the organization 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? 16b Section C. Disclosure 17 List the states with which a copy of this Form 990 is required to be filed .... AL, AK, AR, AZ, CA, CO, CT, FL, GA, HI, IL, KS 18 Section 6104 requires an organization to make its Forms 1023 (or 1024 1f applicable), 990, and 990·T (501 (c)(3)s only) available for

public 1nspect1on. Indicate how you make these available. Check all that apply.

D Own website D Another's website IXJ Upon request

19 Describe 1n Schedule O whether (and 1f so, how), the organization makes its governing documents, conflict of interest policy, and financial

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 organization: .... The Organization - (202) 783-3870 ~~-Organization's address, Washington, DC 20001

032006 12-21-10 See Schedule

12480601 739466 FreedomWorks

O for full list of states 6


Form 990 (2010)

FREEDOM!

Fo;m!t90 2010 FreedomWorks, Inc. 52-1349353 Pae 7 Part I Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated

· Employees, and Independent Contractors Check if Schedule O contains a response to any question in this Part VII D

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 organization's tax year.

• List all of the organization's current officers, directors, trustees (whether ind1v1duals or organizations), regardless of amount of compensation. Enter -0· 1n columns (D), (E), and (F) 1f no compensation was paid.

• List all of the organization's current key employees, 1f any. See 1nstruct1ons for def1nit1on 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 organizations. • 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 organizations. • List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization,

more than $10,000 of reportable compensation from the organization and any related organizations. List persons 1n the following order· 1nd1v1dual trustees or directors; inst1tut1onal trustees, officers; key employees; highest compensated employees; and former such persons

D Ch k h h d ff d' ec t 1s box I neither t e oroanizat1on nor anv re ated oraanizat1on compensate any current o 1cer, 1rector, or trustee.

(A) (B) (C) (D) (E) (F) Name and Title Average Pos1t1on Reportable Reportable Estimated

hours per (check all that apply) compensation compensation amount of week from from related other

(describe ~ the organizations compensation ~ -i5 = hours for 0 I I organization r,N-2/1099-MISC) from the

related i r,N-2/1099-MISC) organ1zat1on "' ~ e organizations

~ ~ 8~ and related 0 t in Schedule -s ~~ § organizations I i I ~ ==

,:1 ,a,E ~ 0) :z:~

Hon, Richard K. Armey

Chairman 21. 00 x x 250,000. 250,000. 0. Hon, James H. Burnley

Board Member 1. 00 x 0. 0. 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 21.00 x x 162,270. 124,386. 35,029. Judith Mulcahy

VP of Operations/Treasurer 20.00 x 101,410. 87,570. 26,997. Wayne Brough

VP of Research/Secretary 21. 00 x 48,797. 115,287. 25,583. Mary Byrne

VP of Development 21. 00 x 103,615. 64,615. 7,140. Max Pappas

VP of Public Policy 21. 00 x 77,079. 94,920. 15,197. Richard Walker

VP Political & Grassroots Campaigns 21. 00 x 92,524. 55,005. 28,869. John Jordan

VP Fed. & State Campaigns 21.00 x 71,071. 40,409. 15,216. Adam Brandon

VP Communications 21. 00 x 73,667. 62,125. 27,740.

032007 12-21-10 Form 990 (201 O) 7

12480601 739466 FreedomWorks 2010.03010 FreedomWorks, Inc. FREEDOM!

Form 990 (2 1 o~ FreedomWorks, Inc. 52-1349353 Paoe8 I Part VII I Section A. Officers, Directors, Trustees, Key Emolovees, and HiQhest Comoensated Emolovees (continued) .

(A) (B) (C) (D) (E) (F) Name and title Average Pos1t1on Reportable Reportable Estimated . hours per (check all that apply) compensation compensation amount of

week from from related other (describe 0

e the organizations compensation hours for "C = organization (W-2/1099-MISC) from the 0 ~ I related "' (W-2/1099-MISC) ~ g organization

organizations "' ~ ~ e and related in Schedule ~ " l

8::: :§ ~~ is organizations " ~

!,! == 0) ~ "" ~ S!'E .E 0 >< :x::~

1b Sub-total .... 980,433. 894,317. 181, 771. c Total from continuation sheets to Part VII, Section A .... 0. 0. 0 . d Total (add lines 1b and 1c) .... 980,433. 894,317. 181,771.

2 Total number of 1nd1v1duals (1nclud1ng but not l1m1ted to those hsted above) who received more than $100,000 1n reportable

comoensat1on from the oroanizat1on • 4 Yes No

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

hne 1 a? If "Yes," complete Schedule J for such md1v1dual 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 organizations greater than $150,000? If 'Yes,• complete Schedule J for such md1v1dual 4 x 5 Did any person hsted on line 1 a receive or accrue compensation from any unrelated organization or individual for services I - - ~- --~

rendered to the oraanizat1on? If "Yes," comolete Schedule J for such oerson 5 x Section B. Independent Contractors

1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from

the oroanizat1on.

(A) (B) (C) Name and business address Description of services Compensation

Rebecca Hagelin Communications & Marketing, LLC,4572 25th Rd North, Arlington, VA 22207 !Advertising services 1,398,690. Stephen Clouse & Associates, Inc., 43538 !Direct Mail & Golden Meadow Circle, Ashburn, VA 20147 !Marketing Services 1,155,955. Morgan, Meredith & Associates, 22780 !Printing & Mailing Indian Creek Drive, #100, Dulles, VA 20166 IOf Direct Mail 330,287. Capitol Services, Inc. 108 N Virginia Av, Falls Church, VA 20166 tEvent Planner 311,156. Terra Eclipse Inc. 9043 Soquel Dr, Aptos, CA 95003 !website Design 203,400.

2 Total number of independent contractors (1nclud1ng but not limited to those hsted above) who received more than ; $100 000 1n comoensat1on from the oraanization • 5

Form 990 (2010)

032008 12-21-10

8 12480601 739466 FreedomWorks 2010.03010 FreedomWorks, Inc. FREEDOM!

Form 990 (20101 FreedomWorks, Inc. 52-1349353 Page9 I Part VIII I Statement of Revenue

(A) (B) (C) (D)

Total revenue Related or Unrelated Revenue excluded from . exempt function business tax under

revenue revenue sections 512, 513,or514

(l)u, 1 a Federated campaigns 1a ...... Cc la ::::, b Membership dues 1b '"o ~E c Fundra1s1ng events 1c :; ~

d Related organizations 1d en.!!! cli°E e Government grants (contnbut,ons) 1e C·-0(/)

f All other contributions, gifts, grants, and .. t ,.s.i: s,m,lar amounts not included above 1f 9,128,652. :so C"C g Noncash contnbut,ons included ,n lines 1a-1t $ oc

9-, 128 t 652 • O 1a h Total. Add Imes 1a-1f .... Business Code

Cl) 2a CJ ·s; b '-GI

GI:, enc c E~

d la Cl)

t;,o: e 0 ...

Q. f All other program service revenue

a Total. Add lines 2a-2f .... 3 Investment income (including d1v1dends, interest, and

other s1m1lar amounts) ..... 2,459 . 2,459. 4 Income from investment of tax-exempt bond proceeds ..... 5 Royalties ..... 50,985 . 50,000. 985.

(1) Real (11) Personal

6 a Gross Rents 6,448. b Less: rental expenses

c Rental income or (loss) 6,448. d Net rental income or (loss) ..... 6,448 • 6,448.

7a Gross amount from sales of (1) Securities (11) Other

assets other than inventory

b Less: cost or other basis

and sales expenses

c Gain or (loss) -- - -- -- - -

d Net gain or (loss) ..... Cl) Sa Gross income from fundra1s1ng events (not ::::,

including$ c of Cl) > contributions reported on line 1c). See Cl)

a: ... Part IV, line 18 a Cl) .i: b Less: direct expenses b ... 0

c Net income or (loss) from fundra,smg events ..... 9a Gross income from gaming act1v1t1es. See

Part IV, line 19 a

b Less· direct expenses b

c Net income or (loss) from gaming activ1t1es ..... 10 a Gross sales of inventory, less returns

and allowances a

b Less: cost of goods sold b

c Net income or (loss) from sales of 1nventorv .... Miscellaneous Revenue Business Code

11 a Other income 900099 61,696. 61,696. b

c

d All other revenue

e Total.Add lines 11a-11d ..... 61,696 • 12 Total revenue. See instructions. ..... 9,250,240. 61,696 . 50,000. 9,892.

UJ<U •~

12-21-10 Form 990 (2010)


5 2 -13 4 9 3 5 3 Pa e 10

Section 501(c)(3) and 501(c)(4) organizations must complete all columns All other organizations must complete column (A) but are not requ,red to complete columns (B}, (C), and (D)

Do not include amounts reported on lines 6b, (A) {Ii) (CJ \UJ

7b, Sb, 9b, and 10b of Part VIII. Total expenses Program service Management and Fundra1s1ng exoenses general expenses expenses

1 Grants and other assistance to governments and

orgamzat1ons 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,

organizations, and 1ndiv1duals 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 606,381. 418,254. 77,686. 110,441. 6 Compensation not included above, to d1squalif1ed

persons (as def med under section 4958(1)( 1 )) and

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

7 Other salaries and wages 644,116. 444,300. 82,513. 117,303. 8 Pension plan contributions (include section 401(k)

and section 403(b) employer contributions) 10,547. 7 t 271. 1,353. 1,923. 9 Other employee benefits 53,872. 37,139. 6,910. 9,823.

10 Payroll taxes 73,806. 50,881. 9,466. 13,459. 11 Fees for services (non-employees):

a Management

b Legal 118,828. 92,356. 2,553. 23,919. c Accounting 132,329. 3,510. 128,819. d Lobbying e Professional fundra1smg services. See Part IV, line 17 138,494. 138,494. f Investment management fees g Other 859,873. 762,879. 11,640. 85,354.

12 Advertising and promotion 2,130,209. 2,031,534. 274. 98, 401. 13 Office expenses 1,583,385. 830,469. 82,965. 669,951. 14 Information technology 119,999. 100,542. 10,176. 9,281. 15 Royalties

16 Occupancy 280,533. 192,253. 40,117. 48,163. 17 Travel 382,252. 334,514. 4,863. 42,875. 18 Payments of travel or entertainment expenses

for any federal, state, or local public off1c1als

19 Conferences, conventions, and meetings 265,152. 257,163. 6,370. 1,619. 20 Interest 1,820. 1,820. 21 Payments to affiliates

22 Deprec1at1on, depletion, and amort1zat1on 48, 801. 37,474. 4,679. 6,648. 23 Insurance 46,276. 35,351. 4,513. 6,412. 24 Other expenses. Itemize expenses not covered

above. (List miscellaneous expenses m line 241. If lme 241 amount exceeds 10% of lme 25, column (A) amount, list lme 241 expenses on Schedule 0.)

a Dues & registrations 30,919. 15,147. 2,150. 13,622. b Temporary help 16,505. 15,176. 1,329. c Miscellaneous 13,849. 10,509. 3,320. 20. d Payroll processing fees 6,048. 6,048. e Prof. fundra1s1ng alloc 0. 56,236. <56,236. > f All other expenses

25 Total functional expenses. Add Imes 1 through 241 7,563,994. 5,732,958. 489,564. 1,341,472. 26 Joint costs. Check here .... ~ 1f following SOP

98-2 (ASC 958-720). Complete this lme only 11 the orgamzat1on reported in column (B) 1omt costs from a combined educational campaign and fundra1sing

1,331,882. 534,734. 0. 797,148. sohc1tat1on

032010 12-21-10 Form 990 (201 O) 10


Form 990 (201 o• Free d k omWor s, Inc. 52-1349353 Page 11 I Part X I Balance Sheet

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

1 Cash - non-interest-bearing 319,081. 1 1,610,063. 2 Savings and temporary cash investments 859,619. 2 861,826. 3 Pledges and grants receivable, net 3 41,856. 4 Accounts receivable, net 4,740. 4

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)), persons described 1n section 4958(c)(3)(8), and contributing

employers and sponsoring organizations of section 501 (c)(9) voluntary

J!l employees' benef1c1ary organizations (see 1nstruct1ons) 6

GI 7 Notes and loans receivable, net 7 CII CII 8 Inventories for sale or use 8 ct

9 Prepaid expenses and deferred charges 189,351. 9 349,889. 10a Land, bwld1ngs, and eqwpment: cost or other

basis. Complete Part VI of Schedule D 10a 1,230,685. b Less: accumulated deprec1at1on 10b 681,833. 155,394. 10c 548,852.

11 Investments • publicly traded securities 8. 11 8 . 12 Investments - other securities. See Part IV, line 11 12

13 Investments - program-related. See Part IV, line 11 13

14 Intangible assets 14

15 Other assets. See Part JV, line 11 618,434. 15 525,569. 16 Total assets. Add lines 1 throuah 15 {must eaual line 34l 2,146,627. 16 3,938,063. 17 Accounts payable and accrued expenses 247,115. 17 334,993. 18 Grants payable 18

19 Deferred revenue 19

20 Tax-exempt bond hab1llt1es 20

CII 21 Escrow or custodial account liability. Complete Part IV of Schedule D 21 GI

~ 22 Payables to current and former officers, directors, trustees, key employees, :E highest compensated employees, and d1squalif1ed persons. Complete Part II l'Q

: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 l1ab11it1es. Complete Part X of Schedule D 65,446. 25 82,758. 26 Total liabilities. Add Imes 17 throuah 25 312,561. 26 417,751.

Organizations that follow SFAS 117, check here .... LXJ and complete en lines 27 through 29, and lines 33 and 34. GI CJ 27 Unrestricted net assets 1,829,332. 27 3,480,312. c l'Q 4,734. 40,000. iij 28 Temporarily restricted net assets 28 al "O 29 Permanently restricted net assets 29 c

Dand :::, Organizations that do not follow SFAS 117, check here .... II.. ... complete lines 30 through 34. 0 en

30 Capital stock or trust principal, or current funds 30 .... GI en

31 Pa1d-1n or capital surplus, or land, bu1ld1ng, or equipment fund 31 Ill ct .... 32 Retained earnings, endowment, accumulated income, or other funds 32 GI z 33 Total net assets or fund balances 1,834,066. 33 3,520,312.

34 Total liab11it1es and net assets/fund balances 2,146,627. 34 3,938,063. Form 990 (2010)

032011 12-21-10


Fo;m 990 2610 FreedomWorks, Inc. 5 2 -13 4 9 3 5 3 Pa e 12 Part XI Reconciliation of Net Assets

Check 1f Schedule O contains a response to any question in this Part XI

. 1 Total revenue (must equal Part VIII, column (A), line 12) 1 2 Total expenses (must equal Part IX, column (A), line 25) 2 3 Revenue less expenses. Subtract line 2 from line 1 3 4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) 4

5 Other changes 1n net assets or fund balances (explain in Schedule 0) 5

6 Net assets or fund balances at end of vear. Combine lines 3, 4, and 5 (must eaual Part X, line 33, column (Bl\ 6 I Part XIII Financial Statements and Reporting

Check 1f Schedule O contains a resoonse to anv auest1on 1n this Part XII

1 Accounting method used to prepare the Form 990: D Cash CxJ Accrual D Other

If the organization changed rt:s method of accounting from a prior year or checked "Other," explain 1n Schedule 0.

2a Were the organization's f1nanc1al statements compiled or reviewed by an independent accountant?

b Were the organization's financial statements audited by an independent accountant?

c If "Yes" to line 2a or 2b, does the organization 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 organization changed either its oversight process or selection process during the tax year, explain 1n Schedule 0. 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

separate basis, consolidated 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 organization required to undergo an audit or audits as set forth in the Single Audit

Act and OMB Circular A-133?

b If "Yes," did the organ1zat1on undergo the required audit or audits? If the organization did not undergo the required audit

or audits exola1n whv 1n Schedule O and describe anv steos taken to underao such audits.

032012 12·21-10

12 12480601 739466 FreedomWorks 2010.03010 Freedomworks, Inc.

D

9,250,240. 7,563,994. 1,686,246. 1,834,066.

3,520,312.

Yes No

2a X 2b X

2c X

3a x

3b

Form 990 (2010)

FREEDOM!

SCHEDU.LE· c (Form 990. or 990-EZ)

Political Campaign and Lobbying Activities For Organizations Exempt From Income Tax Under section 501(c) and section 527

OMB No 1545-0047

2010 Department of the Treasury Internal 'Revenue Service

~ Complete if the organization is described below. ~ Attach to Form 990 or Form 990-EZ. Open to Public Inspection

If the organization answered "Yes," to Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then

• Section 501 (c)(3) organizations: Complete Parts I-A and 8. Do not complete Part l·C.

• Section 501 (c) (other than section 501 (c)(3)) organizations: Complete Parts I-A and C below Do not complete Part 1·8.

• Section 527 organizations: Complete Part I-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) organizations that have filed Form 5768 (election under section 501 (h)): Complete Part II-A Do not complete Part 11·8.

• Section 501 (c)(3) organizations that have NOT filed Form 5768 (election under section 501 (h)). Complete Part 11-8. Do not complete Part II-A.

If the organization answered "Yes," to Form 990, Part IV, line 5 (Proxy Tax), or Form 990-EZ, Part V, line 35a (Proxy Tax), then

• Section 501 c 4 • Name of organization Employer identification number

1 Provide a description of the organization's direct and indirect pol1t1cal campaign act1v1t1es 1n Part IV.

2 Political expenditures

3 Volunteer hours

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

2 Enter the amount of any excise tax incurred by organization managers under section 4955

3 If the organization incurred a section 4955 tax, did 1t file Form 4720 for this year?

4a Was a correction made?

52-1349353

~$ ----------~ $ - ......... [] .......... -y-e-s~~LJ....-....-N-o

DYes DNo

b If "Yes," describe 1n Part IV. I Part 1-C I Complete if the organization 1s exempt under section 501 (c), except section 501 (c)(3).

1 Enter the amount directly expended by the f1l1ng organization for section 527 exempt function act1v1t1es ~ $ ----------2 Enter the amount of the filing organization's funds contributed to other organizations for section 527

exempt function act1vit1es

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

line 17b

4 Did the filing organization file Form 1120-POL for this year?

~$ ~....,....[].......,._y_e_s~~[J~..-N~o

5 Enter the names, addresses and employer 1dent1f1cat1on number (EIN) of all section 527 pol1t1cal organizations to which the filing organization made payments. For each organization listed, enter the amount paid from the f1l1ng organization's funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If add1t1onal space 1s needed, provide information 1n Part IV.

(a) Name (bl Address (c) EIN (d) Amount paid from (e) Amount of political f1l1ng organization's contributions received and

funds. If none, enter ·O·. promptly and directly delivered to a separate political organization.

If none, enter -0·.

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

LHA

Schedule C (Form 990 or 990-EZ) 2010

032041 02-02-11


2010 FreedomWorks, Inc. omp ete I t e organization 1s exempt un er section

{election under section 501 (h)). A Check

B Ch eek

Jiil,, LJ 1f the f1l1ng organization belongs to an aff1l1ated group. .... o if the f1l1ng organization checked box A and "limited 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 Imes 1 c and 1 d)

f

g

h

i

Lobbv1na nontaxable amount. Enter the amount from the following table in both columns.

If the amount on line 1e, column (a) or (b) Is: The lobbvim:i 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 olus 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 olus 5% of the excess over $1,500,000.

Over $17,000,000 $1 ,000,000.

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

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

Subtract line 1 f from hne 1 c. If zero or less, enter ·O·

If there 1s an amount other than zero on either line 1 h or hne 11, did the organization file Form 4720

reporting section 4911 tax for this year?

4-Year Averaging Period Under Section 501(h)

(a) F1l1ng organization'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)2007 (b) 2008 (c)2009 (d)2010 (or fiscal year beg1nn1ng ,n)

2a Lobbv,na nontaxable amount

b Lobbying ce1l1ng amount (150% of line 2a, column(e))

c Total lobbv1na exoend1tures

d Grassroots nontaxable amount

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

f Grassroots lobbv1na exoend1tures

Pa e2

(b) Aff1hated group totals

Dves DNo

(e) Total


032042 02-02-11


I

2010 FreedomWorks, Inc. omp ete I t e organization 1s exempt un er section

(election under section 501 (h)).

(a) (b)

Yes No Amount

1 During the year, did the filing organ1zat1on attempt to influence foreign, national, state or

local leg1slat1on, 1nclud1ng any attempt to influence public opinion on a leg1slat1ve matter

or referendum, through the use of:

a Volunteers?

b Paid staff or management (include compensation 1n expenses reported on lines 1 c through 1 Q?

c Media advertisements?

d Mailings to members, legislators, or the public?

e Publications, or published or broadcast statements?

f Grants to other organizations for lobbying purposes?

g Direct contact with legislators, their staffs, government off1c1als, or a legislative body?

h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means?

i Other act1v1t1es? If "Yes," describe 1n Part IV

j Total Add lines 1 c through 11

2a Did the act1v1ties 1n line 1 cause the organization to be not described 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 organization managers under section 4912

d If the f1llno oroanizat1on incurred a section 4912 tax did 1t file Form 4 720 for this vear? !Part Ill-A I 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 organization make only in-house lobbying expenditures of $2,000 or less? 2

3 Did the oroanizat1on aoree to carrvover lobbv1no and ool1t1cal exoend1tures from the orior vear? 3 !Part 111-B I 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 1f Part Ill-A, hne 3 1s answered "Yes."

Dues, assessments and similar amounts from members 1

Section 162(e) nondeductible lobbying and political 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 in 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 line 3, what portion of the excess

does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political

expenditure next year? 4

Taxable amount of lobbvina and oolit1cal exoend1tures (see 1nstruct1onsl 5 !Part IV I Suoolemental Information

No

x x

Complete this part to provide the descriptions required for Part I-A, line 1; Part 1-8, line 4; Part 1-C, line 5; and Part 11·8, line 11. Also, complete this part

for any add1t1onal 1nformat1on.


032043 02-02-11

29 12480601 739466 FreedomWorks 2010.03010 FreedomWorks, Inc. FREEDOMl

OMB No 1545-004 7 SCHEDULED (Form 990)

Supplemental Financial Statements ..... Complete if the organization answered "Yes," to Form 990,

Part IV, line 6, 7, 8, 9, 10, 11, or 12. 2010

Department of the Treasury Internal Revenue Service ..... Attach to Form 990 ...... See separate instructions.

Open to Public l"!_spectic;>'r:,

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

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

organization answered "Yes' to Forni 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 1nfom, all donors and donor advisors 1n writing that the assets held 1n donor advised funds

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

6 Did the organization inform all grantees, donors, and donor advisors in 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 conferring

1m erm1ss1ble rivate benefit? Part II Conservation Easements. Complete if the organization answered "Yes' to Form 990, Part IV, hne 7.

DYes

DYes

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

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

D Protection of natural habitat D Preservation of a cert1f1ed historic structure

D Preservation of open space

0No

0No

2 Complete lines 2a through 2d 1f the organization held a quahf1ed conservation contribution 1n the form of a conservation easement on the last

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

a Total number of conservation easements

b Total acreage restricted by conservation easements

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

d Number of conservation easements included 1n (c) acquired after 8/17 /06, and not on a historic structure

listed 1n the National Register

2a

2b

2c

2d

3 Number of conservation easements mod1f1ed, transferred, released, extinguished, or terminated by the organization during the tax

year .... -------4 Number of states where property subJect to conservation easement 1s located .....

5 Does the organization have a written policy regarding the periodic monitonng, 1nspect1on, handling of

v1olat1ons, and enforcement of the conservation easements it holds? D Yes 6 Staff and volunteer hours devoted to monitoring, inspecting, 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)(1)

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

0No

DNo

9 In Part XIV, describe how the organization reports conservation easements 1n its revenue and expense statement, and balance sheet, and

include, if applicable, the text of the footnote to the organization's f1nanc1al statements that describes the organization's accounting for

conservation easements. I Part Ill I Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete 1f the organization answered "Yes" to Form 990, Part IV, line 8.

1a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report 1n its revenue statement and balance sheet works of art,

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

the text of the footnote to its financial statements that describes these items.

b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its 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 the following amounts

relating to these Items·

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

(ii) Assets included in Form 990, Part X ..... $~-------..... $~-------

2 If the organization received or held works of art, historical treasures, or other similar assets for f1nanc1al gain, provide

the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

a Revenues included in Form 990, Part VIII, line 1

b Assets included 1n Form 990, Part X

LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. 032051 12-20-10


..... $~~~~~~~~

..... $ _______ _

Schedule D (Form 990) 2010

FREEDOM!

' . SchedllleDForm9902010 FreedomWorks, Inc. 52-1349353 Pae2

Part I Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

3 Using the organization's acqu1s1t1on, accession, and other records, check any of the following that are a s1gnif1cant use of its collection items

{check all that apply):

a D Public exh1b1t1on

b D Scholarly research

c D Preservation for future generations

d D Loan or exchange programs

e D Other ~~~~~~~~~~~~~~~~~~~~~~-

4 Provide a descnption of the organization's collections and explain how they further the organization's exempt purpose in Part XIV.

5 Dunng the year, did the organization sohc1t or receive donations of art, h1stoncal treasures, or other similar assets

to be sold to raise funds rather than to be ma1nta1ned as art of the or anizat1on's collection? D Yes D No

Part IV Escrow and Custodial Arrangements. Complete 1f the organization answered "Yes' to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

1a Is the organization an agent, trustee, custodian or other mtermed1ary for contributions or other assets not mcluded

on Form 990, Part X?

b If "Yes," explain the arrangement in Part XIV and complete the followmg table.

c Beginning balance

d Add1t1ons dunng the year

e D1stnbut1ons dunng the year

Ending balance

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

b If "Yes " exola1n the arranaement 1n Part XIV.

I Part V I Endowment Funds. Complete 1f the organization answered "Yes" to Form 990, Part IV, IJne 10.

1c

1d

1e

1f

DYes 0No

Amount

LJ Yes LJNo

(a) Current vear lb) Pnor vear (c) Two years back (d) Three years back (e) Four years back

1a Begmning of year balance

b Contnbut1ons

c Net investment earnings, gains, and losses

d Grants or scholarships

e Other expenditures for fac11Jt1es

and programs

f Adm1nistrat1ve 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 organization that are held and administered for the organization

by:

4

(i) unrelated organizations

(ii) related organizations

b If "Yes" to 3a(11), are the related organizations IJsted as required on Schedule R?

f d Descnbe 1n Part XIV the intended uses of the oraanizat1on's endowment un s. I Part VI I Land, Buildings, and Equipment. See Form 990, Part x. IJne 10.

Descnpt1on of investment (a) Cost or other (b) Cost or other basis (mvestment) basis (other)

1a Land

b Bu1ld1ngs

c Leasehold improvements 232,274. d Eqwpment 998,411. e Other

Total. Add IJnes 1a throuah 1e (Column (d) must eaual Form 990, Part X, column (BJ, /me 10(c))

(c) Accumulated depreciation

146,358. 535,475.

....

Yes No

3a(i)

3a(ii)

3b

(d) Book value

85,916. 462,936.

0. 548,852.


032052 12-20-10

12480601 739466 FreedomWorks 31

2010.03010 FreedomWorks, Inc. FREEDOMl

Schedt:ile D (FOl'l'll 990) 2010 FreedomWorks, Inc. 52-1349353 Paae3 I Part VIII Investments - Other Securities. See Form 990, Part x. line 12.

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

(c) Method of valuation: (including name of security) Cost or end-of-year market value

(1) Financial derivatives

(2) Closely-held equity interests

(3) Other

(A)

(B)

(Cl

(D)

(El

(F)

(Gl (H)

(I)

Total. (Col (b) must equal Form 990, Part X, col (B) line 12.) ....

I Part VIII I 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

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

Total. {Col (b) must equal Form 990, Part X, col (B) line 13.) ....

I Part IX I Other Assets. See Form 990, Part X, line 15. (a) Description

(1) Due from related organ1zat1ons (2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

Total. (Column (bl must equal Form 990, Part X, col (Bl /me 15 J I Part X I Other Liabilities. See Form 990, Part x. line 25.

1. (a) Description of liability

(1) Federal income taxes

(2) Deferred rent (3) Capital lease (4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

Total. (Column (b) must equal Form 990, Part X, col (BJ /me 25) . ., .. -.u ,. ·-- "1'UJ t'uuu1vu;1 In QI ,..,,,, 1-''"'"''UC u,._ '"''" 01 ,,..., 1vu•11v1-.., lU ,,.,., u,::::,

032053 12-20-10

2. FIN 48 (ASC 7 40)

(b) Book value

525,569.

.... 525,569 •

(b)Amount

11,127. 71,631.

.... 82,758 . ~ ,,. , ... , '"'" .. , ... ,.,.,, , ... ,,,..., ,, , ... , , .,.,...,..., , .. II IC' VI 1:1 ... ' .... ,,_., ::, ,, .. .,,,,,:, IUI .. , '"'"'' ..... \a.JI, ,... ........ ,,..,, ,..,. .. , ,.., ... ,

Schedule D (Form 990) 2010 32


'

Schedole D (Form 990l 2010 FreedomWorks, Inc. 52-1349353 Paae4 I Part XI I 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 :rota! 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 1n Part XIV) 8

9 Total adjustments (net). Add lines 4 through 8 9 10 Excess or /def1c1t) for the vear oer audited f1nanc1al statements Combine lines 3 and 9 10 I Part XII I 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 fac1l1ties 2b

c Recoveries of prior year grants 2c

d Other (Describe 1n Part XIV.) 2d

e Add Imes 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 Imes 4a and 4b 4c

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

1 Total expenses and losses per audited f1nanc1al statements 1

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

a Donated services and use of faci11t1es 2a

b Prior year ad1ustments 2b

c Other losses 2c

d Other (Describe 1n 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. (This must eaual Form 990, Part I, line 18.J 5 I Part XIVI Supplemental Information Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part Ill, lines 1 a 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. Part X, Line 2: FreedomWorks had no significant uncertain tax

positions for the year ended December 31, 2010.

032054 12·20-10

12480601 739466 FreedomWorks 33



FREEDOMl

SCHEDUL6G (Form 990. or 990-EZ)

Supplemental Information Regarding Fundraising or Gaming Activities

OMB No 1545-0047

2010 Department of the Treasury Internal ~evenue 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. Seese arate instructions.

Open To Public Inspection

Name of the organization Employer identification number

FreedomWorks, Inc. 52-1349353

I Part I I Fundraising Activities. Complete 1f the organization 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 act1vrties. Check all that apply.

a 00 Mail solicitations e 00 Sollc1tat1on of non-government grants

b 00 Internet and email solicitations f D Solic1tat1on of government grants

c 00 Phone sol1citat1ons g D Special fundra1s1ng events

d 00 In-person solic1tat1ons

2 a Did the organization have a written or oral agreement with any 1nd1v1dual (including officers, directors, trustees or

key employees listed 1n Form 990, Part VII) or0

ent1ty in connection with professional fundra1s1ng services? 00 Yes DNo b If "Yes," list the ten highest paid individuals or entrt1es (fundra1sers) pursuant to agreements under which the fundra1ser 1s to be

compensated at least $5,000 by the organization.

(i) Name and address of 1ndiv1dual (ii~ Did

(iv) Gross receipts (v) Amount paid (vi) Amount paid tun raiser to (or retained by)

or entity (fundra1ser) (ii) Act1v1ty h;v~~~~rir from act1v1ty fund raiser to (or retained by)

contnbut,ons? listed 1n col. (i) organization

Stephen Clouse & Associates, Yes No Inc, - 43538 Golden Meadow "'undraising Counsel x 870,623, 30,119, 840,504,

Clearword Communication

Group, Inc. - 12841 Braemar Direct Mail Services x 664,878, 40,609, 624,269,

Donor Care Center - 480 West

Tuscarawas Ave, Third Floor . Marketing Services x 46,939, 48,964, <2,025,

Total .... 1, 582, 440, 119,692, 1,462,748,

3 List all states in which the organization is registered or licensed to solicit contributions 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,0H,OK,OR,NH,PA,RI,SC,SD,TN,TX,UT,VT,VA,WA,WV,WI,WY

LHA Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule G (form 990 or 990-EZ) 2010 See Part IV for continuations

032081 01-13·11


>

2010 FreedomWorks, Inc. 52-1349353 Pa e2

vents. Complete 1f the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000

of fundra1s1ng event contnbut1ons and gross income on Form 990-EZ, Imes 1 and 6b. List events with gross receipts greater than $5,000.

(a) Event #1 (bl Event #2 (c) Other events (d) Total events

(add col. (a) through

(event type) (event type) (total number) col.(c))

(I) :::, c: (I) > 1 Gross receipts (I)

a:

2 Less: Charitable contnbut1ons

3 Gross income (line 1 minus line 2)

4 Cash prizes

Ill 5 Noncash prizes (I) Ill c: (I)

RenVfac1l1ty costs a. 6 Jj ti ~ B

7 Food and beverages

8 Entertainment

9 Other direct expenses

10 Direct expense summary. Add lines 4 through 9 1n column (d) .... ( )

11 Net income summarv. Combine line 3 column (d) and line 10 .... I t>art Ill I Gaming. Complete 1f the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than

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

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

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

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

a: 1 Gross revenue

Ill 2 Cash prizes (I) Ill c: (I) a. 3 Noncash prizes Jj .... u ~ 4 RenVfac1l1ty costs 0

5 Other direct expenses

L.Jves % LJYes % LJves % ~ a

6 Volunteer labor DNo DNo DNo ·:·;.:: , ... ~~~{, ·; ::~-~.r'!~'f, 'J

7 Direct expense summary. Add lines 2 through 5 1n column (d) .... { )

8 Net aam1na income summarv Combine line 1 column d and line 7 ....

9 Enter the state(s) 1n which the organization operates gaming activ1t1es· --------------------,,--...---..--.--a Is the organization licensed to operate gaming act1v1t1es 1n each of these states? LJ Yes LJ No

b If "No," explain:

10a Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? LJ Yes LJ No

b If "Yes," explain.----------------------------------------------

032082 01-13-11 Schedule G (Form 990 or 990-EZ) 2010


' ~ Schedule G Form 990 or990· 2010 FreedomWorks, Inc. 11 Does t~e orgamzat1on operate gaming act1v1t1es with nonmembers?

12 Is the orgamzat1on a granter, benef1c1ary or trustee of a trust or a member of a partnership or other entity fanned

t? administer charitable gaming?

13 Indicate the percentage of gaming act1v1ty operated in:

a The organrzat,on's facrlrty

b An outside facility

14 Enter the name and address of the person who prepares the organrzat1on's gam1ng/spec1al events books and records·

Name .....

15a Does the organization have a contract with a third party from whom the organrzat1on receives gaming revenue?

b If "Yes," enter the amount of gaming revenue received by the organrzat1on ..... $

of gaming revenue retained by the third party ..... $ -------c If "Yes," enter name and address of the third party.

Name .....

Address .....

------- and the amount

No

Dves DNo

13a % 13b %

Dves DNo

--------------------------------------------~ 16 Gaming manager 1nformat1on:

Name .....

Gaming manager compensation ..... $ -------

Description of services provided .....

D D1rector/off1cer D Employee D Independent contractor

17 Mandatory distributions:

a Is the organrzat1on required under state law to make charitable d1stnbut1ons from the gaming proceeds to

retain the state gaming license?

b Enter the amount of d1stnbut1ons required under state law to be distributed to other exempt organrzat1ons or spent 1n the

or anrzat,on's own exem t activ1t1es dunn the tax ear $

Dves DNo

Part IV Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (111) and (v), and Part Ill,

lines 9, 9b, 1 Ob, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any add1t1onal infom,at1on (see instructions).

Schedule G, Part I, Line 2b, List of Ten Highest Paid Fundraisers:

(i) Name of Fundraiser: Stephen Clouse & Associates, Inc.

(i) Address of Fundraiser: 43538 Golden Meadow Circle, Ashburn, VA 20147

(i) Name of Fundraiser: Clearword Communication Group, Inc.

(i) Address of Fundraiser:

12841 Braemar Village Plaza, #51, Bristow, VA 20136

032083 01-13-11 Schedule G (Form 990 or 990-EZ) 2010 36

12480601 739466 FreedomWorks 2010.03010 FreedomWorks, Inc. FREEDOMl

' -I

Schedule G Fortn 990 or 990· 2010 FreedomWorks, Inc. Part I Supplemental Information (continued)

5 2 -13 4 9 3 5 3 Pa e 4

(i} Name of Fundraiser: Donor Care Center

(i} Address of Fundraiser:

480 West Tuscarawas Ave, Third Floor, Barberton, OH 44203

Schedule G (Form 990 or 990-EZ) 2010 032084 10-28-10


scHeoul.E cJ (Form 99~)

Department of the Treasury Internal Revenue Service

Compensation Information 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.

OMB No 1545-0047

2010 Open to Public

Inspection

FreedomWorks, Inc. Name of the organization

I Employer identification number

52-1349353 I Part I 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.

00 First-class or charter travel D Housing allowance or residence for personal use

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

D Tax 1ndemnif1cation and gross-up payments D Health or social club dues or 1nrt:1ation fees

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

Yes No

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

reimbursement or prov1s1on of all of the expenses described above? If "No," complete Part Ill to explain - --I

2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors,

trustees, and the CEO/Executive Director, regarding the items checked 1n line 1 a?

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

CEO/Executive Director. Check all that apply.

00 Compensation committee D Written employment contract

D Independent compensation consultant 00 Compensation survey or study

00 Form 990 of other organizations 00 Approval by the board or compensation committee

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

organization or a related organization·

a Receive a severance payment or change-of-control payment from the organization or a related organization?

b Part1c1pate 1n, or receive payment from, a supplemental nonqualif1ed retirement plan?

c Part1c1pate in, or receive payment from, an equity-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 1 a, did the organ1zat1on pay or accrue any compensation

contingent on the revenues of.

a The organization?

b Any related organization?

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

1b X

2 x

' I I

'

4a x 4b x 4c x

I I

- ·-

Sa x Sb x

i

: 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, describe 1n Part Ill.

7 For persons listed 1n Form 990, Part VII, Section A, line 1 a, did the organization provide any non-fixed payments

not described 1n lines 5 and 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

1nit1al contract exception described 1n Regulations section 53.4958-4(a)(3)? If "Yes," describe 1n Part Ill

9 If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in

Reaulations section 53 4958-61cl?

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

032111 12-21-10

12480601 739466 FreedomWorks 38


6a x 6b x

7 x

8 x

9

Schedule J (Form 990) 2010

FREEDOM!

Schedule J (Form 990) 2010 FreedomWorks, Inc. 52-1349353 Paoe2 ~

Part II I Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if add1t1onal space 1s needed

For each 1nd1v1dual whose compensation must be reported in Schedule J, report compensation from the orgamzat1on on row (1) and from related orgamzat1ons, described in the instructions, on row (11). Do not hst any 1nd1v1duals that are not listed on Form 990, Part VII. ,

Note. The sum of columns (B)(Q-(111) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, hne 1a.

(Bl 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)(1)-(D) reported 1n pnor

compensation 1ncent1ve reportable compensation Form 990 or compensation compensation

Form990-EZ

(i) 250,000. 0. 0. 0. o. 250,000. o. 1 Hon. Richard K. Armey (ii) 250,000. 0. 0. 0. 0. 250,000. 0.

(i) 155,698. 0. 6,572. 9,303. 10,447. 182,020. 0. 2 Matt Kibbe (ii) 119,302. 0. 5,084. 7,197. 8,082. 139,665. 0.

(i) 79,191. 21,375. 844. 5,372. 10,016. 116,798. 0. 3 Judith Mulcahy (ii) 70,809. 16,125. 636. 4,053. 7,556. 99,179. 0.

(i) 48,290. 0. 507. 5,654. 3,113. 57,564. 0. 4 Wayne Brough (ii) 91,814. 22,500. 973. 10,846. 5,970. 132,103. o.

(i) 92,436. 10,875. 304. 0. 4,517. 108,132. 0. s Mary Byrne (ii) 53,564. 10,875. 176. 0. 2,623. 67,238. 0.

(i) 61,139. 15,500. 440. 3,788. 2,906. 83,773. 0. a Max Pappas (ii) 78,860. 15,500. 560. 4,812. 3,691. 103,423. 0.

(i) 79,873. 12,000. 651. 7,680. 11,109. 111,313. 0. 1 Richard Walker (ii) 42,656. 12,000. 349. 4,120. 5,960. 65,085. 0.

(i) 56,860. 16,250. 557. 7,560. 7,884. 89,111. 0. a Adam Brandon (ii) 45,432. 16,250. 443. 6,019. 6,277. 74,421. 0.

(i)

9 (ii)

(i)

10 (ii)

(i)

11 (ii)

(i)

12 (iii

(i)

13 (ii)

(i)

14 (ii)

(i)

15 (ii)

(i)

16 (ii)


032112 12-21-10 39

Schedule J (Form 990) 201 O FreedomWorks, Inc. 52-1349353 Paoe 3 • Part Ill I Supplemental Information

Complete this part to provide the 1nformat1on, 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 information.

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

contract, flies first-class for business trips and, at times, with

companions.


032113 12-21-10 40

. ' scHEDULE·L Transactions With Interested Persons (Form 990.or 990-EZ) ..... Complete if the organization answered

"Yes" on Form 990, Part IV, line 25a, 25b, 26, 27, 28a, 28b, or 28c, Department of the Treasury or Form 990-EZ, Part V, line 38a or 40b. Internal Revenue Service ..... Attach to Form 990 or Form 990-EZ ...... See separate instructions.

Name of the organization

FreedomWorks, Inc. ene 1t ransact1ons (section 501(c)(3) and section 501(c)(4) organizations only)

OMB No 1545-0047

2010 Open To Public Inspection

Employer identification number

52-1349353

Comolete 1f the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, hne 40b 1 '(cl Corrected?

(a) Name of d1squal1fied person (b) Description of transaction Yes No

2 Enter the amount of tax imposed on the organization managers or d1squahf1ed persons during the year under

section 4958 ..... $ --------3 Enter the amount of tax, 1f any, on line 2, above, reimbursed by the organization ..... $ --------

I Part II j Loans to and/or From Interested Persons. Complete 1f the orciarnzat1on answered "Yes" on Form 990, Part IV, hne 26, or Form 990-EZ, Part V, hne 38a.

(a) Name of interested (b) Loan to or from (c) Original principal (d) Balance due (e) In {Tl Approved (g) Written by board or person and purpose the organization? amount default? ? agreement?

To From Yes No Yes No Yes No

Total ..... $ I Part Ill I Grants or Assistance Benefiting lnterestea Persons.

Comolete 1f the oraarnzat1on answered "Yes" on Form 990, Part IV, hne 27.

(a) Name of interested person (b) Relationship between interested person and (c) Amount and type of the organization assistance

LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule L (Form 990 or 990-EZ) 2010

032131 12-21-10

41 12480601 739466 FreedomWorks 2010.03010 FreedomWorks, Inc. FREEDOMl

. , FreedomWorks, Inc. 52-1349353 Sched~fe L Form 990 or 990· 201 O Pa e2

art usmess ransact1ons nvo vmg ntereste ersons. C I t f h omp e e I t e oraamzat1on answered "Yes' on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person (b) Relat1onsh1p between interested (c) Amount of (d) Description of (e) ~nanng ot

person and the organization transaction transaction organization's

revenues?

Yes No Dagny, LLC 1Pres1dent's spouse 33,000. Management x

I Part V I Supplemental Information Complete this part to provide add1t1onal information for responses to questions on Schedule L (see instructions)

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

(a) Name of Person: Dagny, LLC

(b) Relationship Between Interested Person and Organization:

President's spouse is 100% owner

(d) Description of Transaction: Management consulting

Schedule L (Form 990 or 990-EZ) 2010 032132 12-21-10

42 12480601 739466 FreedomWorks 2010.03010 Freedomworks, Inc. FREEDOMl

scHeoui..Eo (Form 990 qr 990-EZ)

Department of the Treasury Internal Revenue Service

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

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

OMB No 1545-0047

2010 Open to Public -Inspection

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

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

Freedom Connector: FreedomWorks participated in developing and

launching an online platform enabling people interested in its ideas

and programs to network with each other.

Give Me Liberty: Book launch and tour.

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

Marketing: To continue to grow our organization and enhance our

programs, FreedomWorks regularly uses a wealth of mediums to promote

its mission-related activities to existing and prospective members,

activists, and supporters.

Expenses$ 534,732. including grants of$ O. Revenue$ O.

Public Policy and Research: Public policy follows legislation on

Capitol Hill, analyzes bills and alerts FreedomWorks members when

issues they may be interested in are most relevant.

Expenses$ 584,665. including grants of$ 0. Revenue$ O.

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

all in the same class.

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.

LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. 032211 01-24-11

43

Schedule O (Form 990 or 990-EZ) (2010)


. Schedi:Jle O Form 990 or 990- 2010 Pa e2 Name of thE: organization Employer identification number


Form 990, Part VI, Section A, line 7b: All resolutions approved by the

Board of Directors shall be submitted to the Board of Trustees for approval

within forty eight hours of the close of the meeting at which such

resolutions are adopted, and such resolution shall become effective when

approved by a majority of the Board of Trustee. The initial Board of

Trustees of the Corporation was comprised of three individuals designated

by the Organization. The Board of Trustees shall thereafter be composed of

at least three individuals. Vacancies, as they occur on the Board of

Trustees by resignation, removal, death, incapacity, or the like of one or

more of the members thereof, shall be filled by act of a majority of the

remaining trustees, except that one member of the Board of Trustees shall

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 all Board 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

632212 01-24.11 Schedule O (Form 990 or 990-EZ) (2010)

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


. ' . Schedule O ForTn 990 or 990· 2010 Pa e2 Name of th~ organization Employer identification number


simllar 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 and Chairman. The 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,FL,GA,HI,IL,KS,KY,LA,ME,MD,MA,MI,MN,MS,MO,NJ,NM,NY,NC

ND,OH,OK,OR,NH,PA,RI,SC,TN,UT,VT,VA,WA,WV,WI,DC

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 XII, 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.

Form 990, Part VII, Section A, Column B

Average Hours Per Week on Related Organization

Hon. Richard K. Armey, Director, 19 hours per week 032212 01-24·11

45 Schedule O (Form 990 or 990-EZ) (2010)


. ' . Scheddle O Form 990 or 990- 2010 Pa e2 Name of thE; organization Employer identification number


Matt Kibbe, President, 19 hours per week

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

Wayne Brough, VP of Research/Secretary, 19 hours per week

Mary Byrne, VP of Development, 19 hours per week

Max Pappas, VP of Public Policy, 19 hours per week

Richard Walker, VP Political and Grassroots Campaigns, 19 hours per

week

John Jordan, VP Fed. & State Campaign, 19 hours per week

Adam Brandon, VP Communications, 19 hours per week

01-24-11 Schedule O (Form 990 or 990-EZ) (2010) 46


SCHEDULER (Form990) Department of the Treasury Internal Revenue Service

Name of the organization

Related Organizations and Unrelated Partnerships .... Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.

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

FreedomWorks, Inc.

Part I Identification of Disregarded Entities (Complete 1f the organization answered "Yes" to Form 990, Part IV, line 33)

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

OMB No 1545-0047

2010 •,. Open to Public

lnspectiorr

Employer identification number • 52-1349353

(f)

Name, address, and EIN Primary activity Legal domicile (state or Total income End-of-year assets Direct controlling of disregarded entity foreign country) entity

~ Part i(' Identification of Related Tax-Exempt Organizations (Complete 1f the organization answered "Yes" to Form 990, Part IV, line 34 because 1t had one or more related true-exempt organizations during the true year.)

(a) (b) (c) (d) (e) (f) Sect,on(~J2(bX13)

Name, address, and EIN Primary act1v1ty Legal dom1c1le (state or Exempt Code Public charity Direct controlling controlled

of related organization foreign country) section status (1f section entity en111y?

501(c)(3)) Yes No FreedomWorks Foundation - 52-1526916 ~esearch and education

400 North Capitol Street, NW, #765 ~bout common sense

Washington, DC 20001 ~conomic policies. District of Columbia 150l(c)(3) 7 ~/A x FreedomWorks PAC - 52-2204395

400 North Capitol Street, NW, 11765

Washington, DC 20001 Political Action Committee District of Columbia 1527 ~/A x Oregon FreedomWorks PAC - 93-1305086

400 North Capitol Street, NW, #765

Washington, DC 20001 Political Action Committee Oregon 1527 ~/A x Taxpayer Defense Fund - 41-2108993


Washington, DC 20001 Political Action Committee pregon 527 ~/A x For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule R (Form 990) 2010

032161 12-21-10 LHA 47

Schedule A (Form 990) FreedomWorks, Inc. 52-1349353

I Part 11 ! Continuation of Identification of Related Tax-Exempt Organizations ,.

(a) (b) (c) (d) (e) (f) ,r Section~ 2(bX13) -

Name, address, and EIN Primary act1v1ty Legal dom1c1le (state or Exempt Code Public charity Direct controlling controlled . • of related organization foreign country) section status (1f section entity orgamzet1on?

501(c)(3)) Yes No FreedomWorks Issues PAC - 61-1422667


Washington, DC 20001 Dormant District of Columbia 1527 l'l'/A x The FreedomWorks Fund - 20-1381918


Washington, DC 20001 Dormant District of Columbia ~27 l-1/A x CSE FreedomWorks, Inc. - 52-1720193


Washington, DC 20001 Dormant District of Columbia ~Ol(c)(4) l-1/A x League of Freedom Voters - 52-1349353


Washington, DC 20001 Dormant District of Columbia i:,27 l'l'/A x

032222 12-30-10 48

ScheduleR(Form990)2010 FreedomWorks, Inc. 52-1349353 Page2•

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 during the tax year) .....

(al (bl (cl (dl (el (f) (gl (hl (il (j) (I<) -Name, address, and EIN Primary act1v1ty Legal Direct controlling Predominant income Share of total Share of Disproportion· CodeV-UBI General or Percentag<i dom1c1le of related organization (state or entity (related, unrelated, income end-of-year late allocations? amount in box managing ownership

foreign excluded from tax under assets 20 of Schedule partner?

country) sections 512-514) Yes No K-1 (Form 1065) ~e~ No

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

(al (bl (cl (dl (el (f) (gl (hl

Name, address, and EIN Primary act1v1ty Legal domicile Direct controlling Type of entity Share of total Share of Percentage of related organization (state or entity (C corp, S corp, income end-of-year ownership

foreign or trust) assets country)

Citizens for a Sound Economy, Inc. - 20-2810833


Washington, DC 20001 Dormant DC J'l'/A C CORP o. 0. 1001

032162 12-21-10 49 Schedule R (Form 99012010

v

Schedule R (Form 990) 2010 FreedomWorks, Inc. 5 2-13 4 9 3 5 3, Page 3 .-Part V Transactions With Related Organizations (Complete 1f the organization answered "Yes" to Form 990, Part IV, hne 34, 35, 35a, or 36)

Note. Complete line 1 1f any entity 1s listed 1n Parts II, Ill, or IV of this schedule. Yes No.

1 During the tax year, did the organization engage 1n any of the following transactions with one or more related organizations hsted 1n Parts II-IV?

a Receipt of (i) interest (ii) annu1t1es (iii) royalties or (iv) rent from a controlled entity 1a x b Gift, grant, or capital contribution to other organizat1on(s) 1b x c Gift, grant, or capital contribution from other organizat1on(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 organizat1on(s) 1f x g Purchase of assets from other organizat1on(s) 1a x h Exchange of assets 1h A i Lease of fac1l1t1es, equipment, or other assets to other orgamzat1on(s) 1i x

j Lease of fac1llt1es, equipment, or other assets from other organizat1on(s) 1j x k Performance of services or membership or fundra1sing sohc1tat1ons for other organizat1on(s) 1k x I Performance of services or membership or fundraising sohc1tat1ons by other organizat1on(s) 11 x m Sharing of fac1llt1es, equipment, ma1hng hsts, or other assets 1m x n Sharing of paid employees 1n x

o Reimbursement paid to other organization for expenses 10 x p Reimbursement paid by other organization for expenses 1D x

q Other transfer of cash or property to other organizat1on(s) 1a x r Other transfer of cash or orooertv from other oraanizat1onfs) 1r x

2 If the answer to any of the above 1s "Yes," see the 1nstruct1ons for 1nformat1on on who must comolete this line, 1ncludina covered relat1onsh1os and transaction thresholds

(a) (b) (c) (d) Name of other organization Transaction Amount involved Method of determining

type (a-r) amount involved

(1)

(2)

(3)

(4)

(5)

(6) -032163 12-21-10 50 Schedule R (Form 990) 2010

ScheduleR(Form990)2010 FreedomWorks, Inc. 52-134935l Page4 .J

Part VI Unrelated Organizations Taxable as a Partnership (Complete 1f the organization answered "Yes" to Form 990, Part IV, line 37)

Provide the following 1nformat1on for each entity truced as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization See 1nstruct1ons regarding exclusion for certain investment partnerships.

032164 12-21-10

(a)

Name, address, and EIN of entity

(b)

Primary act1v1ty

(c)

Legal domicile (state or foreign

country)

51

(d) (e) Are all partners Share of end-of· section 501(cX3 organ1zat1ons? year assets

Yes No

(f) (g) (h) 01spropor- CodeV-UBI General or

tionate amount in box 20 managing allocat1ons? of Schedule K-1 partner?

Yes No (Form 1065) Yes No

Schedule R (Form 990) 2010

- 'I

F~rm"~868•

(Rev. Janua!Y 2011) Application for Extension of Time To File an

Exempt Organization Return OMB No. 1545-1709 Department of the Treasury Internal Revenue Service ~ File a separate application for each return.

• If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box ~ [X] • 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.

Electronic filing (e-file). You can electronically file Form 8868 1f you need a 3-month automatic extension of time to file (6 months for a corporation

requ,red to file Form 990-T), or an additional (not automatic) 3-month extension of time. You can electronically file Form 8868 to request an extension

of time to file any of the forms listed in Part I or Part II with the exception of Form 8870, Information Return for Transfers Associated With Certain

Personal Benefit Contracts, which must be sent to the IRS 1n paper format (see 1nstruct1ons). For more details on the electronic f1l1ng of this form,

v1s1t www.1rs. ov/ef1/e and click on e-f1/e for Chant1es & Non roftts.

Part I Automatic 3-Month Extension of Time. Onl submrt on 1nal no co 1es 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 (mcludmg 1120-C filers), partnerships, REM/Cs, and trusts must use Form 7004 to request an extension of time to fife income tax returns

Type or

print

Name of exempt organization Employer identification number

FreedomWorks, Inc. r=,1e by the due date for lillngyour return See instructions

Number, street, and room or swte no. If a P 0. box, see instructions. 400 North Capitol Street, NW, No. 765 City, town or post office, state, and ZIP code. For a foreign address, see 1nstruct1ons. Washington, DC 20001

Enter the Return code for the return that this application 1s for (file a separate application for each return)

Application Return Application

Is For Code Is For

Form 990 01 Form 990-T (coroorat1on)

Form 990-BL 02 Form 1041-A

Form990-EZ 03 Form 4720

Form 990-PF 04 Form 5227

Form 990-T (sec. 401 (al or 408(al trust) 05 Form 6069

Form 990-T (trust other than above) 06 Form 8870

The Organization • Thebooksare1nthecareof ~ Organization's address - Washington,

Telephone No.~ ( 2 0 2 ) 7 8 3 - 3 8 7 0 FAXNo ~

• If the organization does not have an office or place of business 1n the United States, check this box

52-1349353

Return

Code

07

08

09

10

11

12

DC 20001

• If this 1s for a Group Return, enter the organization'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 hst with the names and EINs of all members the extension 1s for.

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

August 15 , 2011 , to file the exempt organization return for the organization named above. The extension

1s for the organization's return for:

~ [X] calendar year 2 0 1 0 or

~ D tax year begin-;;;-- , and ending ~~~~~~~~~~~~~ ~~~~~~~~~~~~~-

2 If the tax year entered in line 1 is for less than 12 months, check reason: D Initial return D Final return

D Change 1n accounting period

3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any

nonrefundable credits. See instructions. 3a $

b If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and

estimated tax oavments made. Include anv onor vear overoavment allowed as a credit. 3b $

c Balance due. Subtract fine 3b from fine 3a. Include your payment with this form, 1f required,

bv usina EFTPS (Electronic Federal Tax Pavment Svstem). See instructions. 3c $

0.

0.

0. Caution. If you are going to make an electronic fund withdrawal with this Form 8868 1 see Form 8453-EO and Form 8879-EO for payment instructions

LHA For Paperwork Reduction Act Notice, see Instructions. Form 8868 (Rev.1-2011)

023841 01-03-11

12460511 739466 FreedomWorks 56

2010.03010 FreedomWorks, Inc. FREEDOM!

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