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),

'ig9'o

Form

2010

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

Department
oftheTreasury
Internal
Revenue
Service

A For the 2010 calendar year, or tax year beginning

Open to Public
Inspection

and ending

B Checkrt
C Namepf organization
apphcable
f"vlAddress
LA.Jchange

OMB No 1545-004 7

Return of Organization Exempt From Income Tax

D Employer identification number

Free
omWor
s , Inc.
t------------'----------------------1
change
Doino
Business
As
D
Name

52-1349353

lnlt1al
Number and street (or P 0. box 1fma1l1snot deliveredto streetaddress)
D return
D!r;;;un400
North
Capitol
Street,
NW
Amended
City or town, state or country, and ZIP+ 4
D return
pendingt-----_..,
_____________________
Or;g~ucaWashinqton, __ ...._
DC
20001
F Name and address of principal off1cer:Ma t t
Same
as
C above

Room/suite E Telephone number


765
202-783-3870
G Grossreceipts
$
9,250,240.
f"vl
H(a) Is this a group return

Kl. bbe

for affiliates?
Yes LA.J No
H(b)Areallatt111atesincluded?0Yes DNo

----~---.-........
---....,....---,----,---------.-..----~-~---1
I Tax-exempt status: I I 501(c)(3) LXJ501(c) ( 4
(insertno.) I I 4947(a)(1)or I I 527
)<11111

J Website:~ www. freedomworks.


K Formof organization:I X I Corporation

org
I Trust I

I Assoc1at1onI

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

H(c) Group exemot1onnumber ~


I L Yearof formation: 19 8 41 M Stateof legaldomicile:DC

I Other~

I Part 11Summary

Ill

:!:
c:
Cl)

e,
w

Briefly describe the organization's m1ss1onor most s1gnif1cantact1v1t1esConsumer


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

Check this box ~

3
4
5
6
7a
b

Number of voting members of the governing body (Part VI, hne 1a)
Number of independent voting members of the governing body (Part ~l:di~fe1b)UN
Total number of md1v1dualsemployed in calendar year 2010 (Part V, hi~ ) J
Total number of volunteers (estimate If necessary)
Total unrelated business revenue from Part VIII, column (C). line 12
Net unrelated business taxable income from Form 990-T, hne 34

8
9
10
11
12
13
14
15
16a

LJ

Contributions and grants (Part VIII, hne 1h)


Program service revenue (Part VIII, line 2g)
Investment income (Part VIII, column (A), lines 3, 4, and 7d)
Other revenue (Part VIII, column (A), lines 5, 6d, Be, 9c, 10c, and 11e)
Total revenue - add Imes 8 throuah 11 (must equal Part VIII, column IAl, hne 121
Grants and s1m1laramounts paid (Part IX, column (A), lines 1-3)
Benefits paid to or for members (Part IX, column (A), line 4)
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10)
Professional fundra1smgfees (Part IX, column (A), line 11e)

b Total fundra1s1ngexpenses (Part IX, column (0), hne 25)


~
17 Other expenses (Part IX, column (A). lines 11a-11d, 11f-24f)

~1
'

Prior Year
3,579,269.

0.

0.
20,888.
94,878.
3,695,035.

2,459.
119,129.
9,250,240.

0.
0.

o.
0.

1,150,017.
35,035.

1,388,722.
138,494.

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

6,036,778.
7,563,994.
1,686,246.

Beginningof CurrentYear
2,146,627.
312,561.
1,834,066.

o~

c:

Cl)CC

l-'-3+----------=5
4
3
i-.;:.5-1--------5~0
l-'-6+-----=1~,2:;..;0;;,,0;;..;,:"o~o~o
i-:7;.;;a:+------,5,,..,,,.0..:.'....,,o,,...o.,...;,o_
7b
<5 3 , 7 0 4 >
Current Year
9,128,652.

1,341,472.

]l1lJ 20 Total assets (Part X, line 16)


~c:

O 201\ l O
6
\ U)

OGDEN: UT

~Cl)

<C'C

~i

If the organization d1scont1nuedits operat1ots or d1~'d'-1_:mo:e=.i:Mn 25% 'of its net assets.

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)

that

21 Total hab1ht1es
(Part X, line 26)

Z.z 22 Net assets or fund balances. Subtract hne 21 from hne 20


I Part II I Signature Block

End of Year
3,938,063.
417,751.
3,520,312.

Underpenaltiesof periury,I declarethat I haveexaminedthis return,includingaccompanyingschedulesandstatements,andto the bestof my knowledgeand belief,1t1s


true, correct,and complete.Declarationof pr arer( er thanofficer)1sbasedon all informationof whichpreparerhasanyknowled e.
Sign
Here

1gnat

Ill...Judith
,..

Mulcahy,
Typeor pnnt nameand title

VP

of

Operations/Treasurer

Pnnt/Typepreparer'sname
Paid
Rogers,
CPA
Darrin
Preparer Firm's name
Rogers
& Company
PLLC
UseOnly Firm'saddress..,.. 8 3 0 0 Boone
Boulevard,
Vienna,
VA
22182

s.

Firm'sEIN
Suite

600

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.

Phoneno.

893-0300

FreedomWorks,

Fa~ il90 ~~1Q)

Inc.

5 2 -13 4 9 3 5 3

Pa e 2

Part Ill Statement of Program Service Accomplishments


' Check 1fSchedule O contains a response to any question in this Part Ill
Briefly describe the orgamzat1on's m1ss1on:

'Public
fiscal
2

3
4

4a

policy,
advocacy and educational
and economic issues.

organization

that

Did the organization undertake any s1gmf1cantprogram 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.
Did the orgamzat1oncease conducting, or make s1gmf1cantchanges 1nhow 1tconducts, any program services?
If "Yes," describe these changes on Schedule O
Describe the exempt purpose achievements for each of the orgamzat1on'sthree largest program services by expenses.
Section 501 (c)(3) and 501 (c)(4) orgamzat1onsand section 4947(a)(1) trusts are required to report the amount of grants and
allocations to others, the total expenses, and revenue, 1fany, for each program service reported
(Code:
) (Expenses$
2 , 0 6 6 , 210 1nclud1nggrants of$
) (Revenue$

Public Affairs:
To include
traditional
media outreach,
radio interviews
and opinion-editorials,
and online/new
through blogging,
social
networking,
paid advertising,
of activist
networking
platform.

4b

(Code:

4c

(Code. ---,,---.,,..-

4d

4e

focuses

594 , 27 2

including grants of$

) (Revenue$

Federal
federal
policy,
related

) (Expenses$

1 , 95 3 , 07 9

including grants of$

) (Revenue$-------

Executing
promotes

OOves

DNo

Dves

OONo

-.....---------------,.-through
TV and
media outreach
and development

) (Expenses$

Grassroots
Mobilization:
other events that broadly

on

large -a-n~d=--m-e-d-i~u-m~scale
r-a~l-l~i-e-s~a-n-d-=-our core economic issues.

and State Campaigns:


Research,
education
and advocacy on
and state
issues
and policies
in the areas of taxation,
fiscal
legal reform,
energy policy,
education
and other mission
issues.

Other program services. (Describe 1nSchedule 0.)


(Expenses $
1 , 119 , 3 9 7 1nclud1nggrants of$
Total program service expenses~
5 , 7 32

) (Revenue$

, 958
Form 990 (2010)

032002
12-21-10

12480601

739466 FreedomWorks

2010.03010

FreedomWorks,

Inc.

FREEDOM!

Form i)90 (~01 Q)

I Part

FreedomWorks,

IV I Checklist of Required Schedules

Inc.

52-1349353

Pacie3

'

Yes

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

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

Did the organization engage 1ndirect or indirect polrt1cal campaign act1vrt1eson behalf of or 1nopposition to candidates for
public office? If 'Yes,' complete Schedule C, Part I

Section 501(c)(3) organizations. Did the organization engage 1nlobbying act1v1t1es,or have a section 501 (h) election 1neffect
during the tax year? If 'Yes,' complete Schedule C, Part II

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 1nRevenue Procedure 98-19? If 'Yes, complete Schedule C, Part Ill

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

x
x

Did the organization ma1nta1nany donor advised funds or any s1m1larfunds or accounts where donors have the right to

No

Did the organization receive or hold a conservation easement, 1nclud1ngeasements to preserve open space,
the environment, historic land areas, or historic structures? If 'Yes,' complete Schedule 0, Part II

Did the organization ma1nta1ncollections of works of art, historical treasures, or other similar assets? If 'Yes,' complete
Schedule 0, Part Ill

Did the organization report an amount 1nPart X, line 21 ; serve as a custodian for amounts not listed in Part X; or provide
credit counseling, debt management, credit repair, or debt negot1at1onservices? If 'Yes, complete Schedule 0, Part IV

10

Did the organization, directly or through a related organization, hold assets 1nterm, permanent, or quasi-endowments?
If 'Yes, complete Schedule 0, Part V

10

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.

I
-

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

Part VI

11a

- -

11b

11c

c Did the organization report an amount for investments program related 1nPart X, line 13 that 1s5% or more of its total
assets reported 1nPart X, line 16? If "Yes," complete Schedule 0, Part VIII
d Did the organization report an amount for other assets 1nPart X, line 15 that 1s5% 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 l1abilit1es1nPart 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 pos1t1onsunder FIN 48 (ASC 740)? If "Yes," complete Schedule 0, Part X
12a Did the organization obtain separate, independent audited f1nanc1alstatements for the tax year? If "Yes," complete
Schedule 0, Parts XI, XII, and XIII
b Was the organization included 1nconsolidated, independent audited f1nanc1alstatements for the tax year?
If "Yes," and 1fthe organization answered 'No to /me 12a, then completing Schedule 0, Parts XI, XII, and XI/I is optional
13

If "Yes," complete Schedule E


Is the organization a school described in section 170(b)(1)(A)(11)?

11e

x
x

11f

11d

12a
12b

14a

x
x

14b

15

16

13

14a Did the organization ma1nta1nan 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 act1v1t1esoutside the United States? If 'Yes, complete Schedule F, Parts I and IV
15

Did the organ1zat1onreport 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 fundra1s1ngservices on Part IX,
column (A), lines 6 and 11 e? If 'Yes," complete Schedule G, Part I

18
19

17

Did the organization report more than $15,000 total of fundra1s1ngevent gross income and contributions on Part VIII, lines

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

18

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

19

x
x

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

20a

b Did the organization report an amount for investments other securities in Part X, line 12 that 1s5% or more of its total
assets reported 1nPart X, line 16? If 'Yes, " complete Schedule 0, Part VII

--

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 f1nanc1alstatements (see 1nstruct1ons)

20b
Form 990 (2010)

032003
12-21-10

12480601

739466

FreedomWorks

2010.03010

3
FreedornWorks,

Inc.

FREEDOM!

Foirn il9012'o1Q)
FreedomWorks,
I Part IV I Checklist of Required Schedules

Inc.

52-1349353

Paoe4

(continued)
Yes

21 Did the organization report more than $5,000 of grants and other assistance to governments and organizations 1nthe
United States on Part IX, column (A), line 1? If 'Yes, complete Schedule I, Parts I and II
22

Did the organization report more than $5,000 of grants and other assistance to ind1v1duals1nthe 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

21

22

23

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
d1squahf1edperson during the year? If 'Yes, complete Schedule L, Part I

No

24a
24b

24c
24d
25a

b Is the organization aware that it engaged in an excess benefit transaction with a d1squahf1edperson 1na 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

25b

26

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

26

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

28

Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV
28a

x
x

1nstruct1onsfor applicable filing thresholds, cond1t1ons,and exceptions):


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

b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV
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 1nnon-cash contnbut1ons? If "Yes, complete Schedule M
Did the organization receive contnbut1ons of art, historical treasures, or other s1m1larassets, or qual1f1edconservation
30
contnbut1ons? If 'Yes,' complete Schedule M

28b

28c
29

x
X

30

31

Did the organization liquidate, terminate, or dissolve and cease operations?


If "Yes, complete Schedule N, Part I

31

32

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

32

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

33

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)?

34
35

X
X

a Did the organization receive any payment from or engage in any transaction with a controlled entity w1th1nthe meaning of
section 512(b)(13)? If 'Yes, complete Schedule R, Part V./me 2
Yes
No

CXJ

36

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

37

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


Did the organization conduct more than 5% of its act1v1t1es
through an entity that 1snot a related organization
and that 1streated 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 1nSchedule O for Part VI, lines 11 and 19?
Note. All Form 990 filers are reouired to complete Schedule O

i,......c.36-"-i---i---

37
38

Form 990 (2010)

032004

12-21-10

12480601

739466

FreedomWorks

2010.03010

FreedomWorks,

Inc.

FREEDOMl

FreedomWorks,

Fo~ !i9o 2'110~

Part

Inc.

52-1349353

Pa

e5

Statements Regarding Other IRS Filings and Tax Compliance

Check 1fSchedule O contains a response to any question in this Part V

Yes

1a Enter the number reported 1nBox 3 of Form 1096. Enter -0 1fnot applicable

1a

b Enter the number of Forms W-2G included 1nline 1a Enter -0 if not applicable
1b
c Did the organization comply with backup w1thhold1ng rules for reportable payments to vendors and reportable gaming

No

35
0
-

(gambling) winnings to prize winners?

1c

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

I I
2a

50
2b

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

3a

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

3b

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 1a and 2a is greater than 250, you may be required to e-ftfe. (see 1nstruct1ons)

4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a
f1nanc1alaccount in a foreign country (such as a bank account, secunt1es account, or other financial account)?

4a

Sa

x
x

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


See 1nstruct1onsfor f1l1ngrequirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
Sa Was the organization a party to a proh1b1tedtax shelter transaction at any time during the tax year?
b Did any taxable party notify the organ1zat1onthat 1twas or 1sa party to a proh1b1tedtax 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?

Sb
Sc
6a

6b

b If "Yes," did the organization include with every solic1tat1onan 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 organizationreceivea paymentin excessof $75 madepartly as a contribution and partly for goods and servicesprovidedto the payor? 7a
7b
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 1twas required
7c

to file Form 8282?

I 1d I

d If "Yes," 1nd1catethe number of Forms 8282 flied during the year


e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
g If the organization received a contribution of qual1f1edintellectual 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
f

---

7e
7f
7g
7h

-8

orgamzat1on,
or a donor advisedfund maintainedby a sponsoring organization,haveexcessbusinessholdings at any time during the year?
Sponsoring organizations

maintaining

donor advised funds.

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

9a

b Did the organization make a d1stnbut1onto a donor, donor advisor, or related person?
Section 501(c)(7) organizations. Enter:

9b

10

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
11

Section 501(c)(12) organizations.

I 1oa I

10b

Enter:

11a

a Gross income from members or shareholders


b Gross income from other sources (Do not net amounts due or paid to other sources against
12a Section 4947(a)(1) non-exempt

11b

amounts due or received from them.)

charitable trusts. Is the organization filing Form 990 1nlieu of Form 1041?

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

I 12b I
i

13a

a Is the organization licensed to issue qualified health plans in more than one state?
Note. See the 1nstruct1onsfor add1t1onal1nformat1onthe organization must report on Schedule 0.
b Enter the amount of reserves the organization 1srequired to ma1nta1nby the states in which the
organization 1slicensed to issue qual1f1edhealth plans
c Enter the amount of reserves on hand
14a Did the organization receive any payments for indoor tanning services dunng the tax year?

12a

I
I

I 13b I

13c
14a

b If "Yes " has 1tflied a Form 720 to reoort these oavments? If 'No," orov1de an exolanat1on m Schedule O

14b
Form 990 (2010)

032005
122110

12480601

739466

FreedomWorks

2010.03010

5
FreedomWorks,

Inc.

FREEDOMl

Fo~990

Part

FreedomWorks,

52-1349353
Pa e6
'Yes' response to Imes 2 through lb below, and for a "No" response
to /me Ba, Bb, or 1Ob below, descnbe the ctrcumstances, processes, or changes m Schedule O See mstruct1ons.
2tJ10

Inc.

Governance, Management, and Disclosure For each

Check 1fSchedule O contains a response to any guestion 1nthis Part VI

sec1on
r AG

.
overmng
Body andM anagement

1a Enter the number of voting members of the governing body at the end of the tax year
1a
b Enter the number of voting members included in line 1a, above, who are independent
I 1b I
2 Did any officer, director, trustee, or key employee have a family relationship or a business relat1onsh1pwith any other
officer, director, trustee, or key employee?

Yes

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?

4
5
6
7a

Did the organization make any s1gnif1cantchanges to its governing documents since the prior Form 990 was filed?
Did the organization become aware during the year of a s1gnif1cantd1vers1onof the organization's assets?
Does the organization have members or stockholders?
governing body?

3
4
5
6

7a
7b

x
x

Ba

x
x

Does the organization have members, stockholders, or other persons who may elect one or more members of the

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

No

5
3

x
x
x

Did the organization contemporaneously document the meetings held or written actions undertaken during the year
by the following:

a The governing body?


b Each committee with authority to act on behalf of the governing body?
9

Sb

Is there any officer, director, trustee, or key employee listed 1nPart VII, Section A, who cannot be reached at the
ornanization's ma11inaaddress? If "Yes," provide the names and addresses m Schedule O

Section B. Policies (This Section B requests

mformat1on about policies not required by the Internal Revenue Code)


Yes

10a Does the organization have local chapters, branches, or affiliates?


b If "Yes," does the organization have written policies and procedures governing the act1v1t1esof such chapters, affiliates,
and branches to ensure their operations are consistent with those of the organization?

11a
b
12a
b

Has the organization provided a copy of this Form 990 to all members of its governing body before f1l1ngthe form?

10a
10b
11a

12a

12b

Describe in Schedule O the process, 1fany, used by the organization to review this Form 990.
Does the organization have a written conflict of interest policy? If "No,' go to /me 73
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise
to conflicts?

c Does the organization regularly and consistently monitor and enforce compliance with the policy? If 'Yes,' descnbe
12c
13
14

m Schedule O how this is done

13
14
15

Does the organization have a written wh1stleblower policy?


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

No

x
x
x

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


b Other officers or key employees of the organization
If "Yes" to line 15a or 15b, describe the process 1nSchedule 0. (See 1nstruct1ons)
16a Did the organ1zat1oninvest in, contribute assets to, or part1c1pate 1na joint venture or s1m1lararrangement with a

15a
15b

x
x

16a

taxable entity during the year?

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

16b

exemot status with resoect to such arranaements?

Section C. Disclosure
17

List the states with which a copy of this Form 990 is required to be filed ....AL, AK, AR, AZ,

18

Section 6104 requires an organization to make its Forms 1023 (or 1024 1fapplicable), 990, and 990T (501 (c)(3)s only) available for

CA, CO, CT, FL, GA, HI, IL, KS

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

Own website

Another's website

IXJUpon request

19

Describe 1nSchedule O whether (and 1fso, how), the organization makes its governing documents, conflict of interest policy, and financial

20

State the name, physical address, and telephone number of the person who possesses the books and records of the organization: ....

statements available to the public.

The Organization
Organization's

- (202) 783-3870
address,
Washington,

DC

~~-

20001
Form990 (2010)

032006
12-21-10

See Schedule

O for

full

list

of

states

12480601

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FREEDOM!

Fo;m!t90

Part

FreedomWorks,

2010

Inc.

52-1349353

Pae

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


Section A.

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

1a Complete
this tablefor all personsrequiredto be listed.Reportcompensation
for thecalendaryearendingwithor withintheorganization's
taxyear.

List all of the organization's current officers, directors, trustees (whether ind1v1dualsor organizations), regardless of amount of compensation.
Enter -0 1ncolumns (D), (E), and (F) 1fno compensation was paid.
List all of the organization's current key employees, 1fany. See 1nstruct1onsfor def1nit1onof "key employee."

Listtheorganization's
fivecurrent
highestcompensated
employees
(otherthananofficer,director,trustee,or keyemployee)
whoreceivedreportable
andanyrelatedorganizations.
compensation
(Box5 of FormW-2and/orBox7 of Form1099-MISC)
of morethan$100,000fromtheorganization
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.
trustees or directors; inst1tut1onaltrustees, officers; key employees; highest compensated employees;
List persons 1nthe following order 1nd1v1dual
and former such persons

Ch ec k t h 1sbox

neither t he oroanizat1on nor anv re ated oraanizat1on compensate d any current o ff 1cer,d'1rector, or trustee.
(A)

(B)

(C)

(D)

(E)

(F)

Name and Title

Average
hours per
week
(describe
hours for
related
organizations
in Schedule

Pos1t1on
(check all that apply)

Reportable
compensation
from
the
organization
r,N-2/1099-MISC)

Reportable
compensation
from related
organizations
r,N-2/1099-MISC)

Estimated
amount of
other
compensation
from the
organ1zat1on
and related
organizations

0)
Hon,

Richard
James

Board
Board

Member

~~

,a,E
,:1 :z:~

21. 00

1. 00

0.

0.

0.

1. 00

0.

0.

0.

1. 00

0.

0.

0.

250,000.

250,000.

0.

Stephensen

J.

Board

Knudsen

Richard
Matt

i "' ~ Ie8~
~ -s
t
I i I ==
0

H. Burnley

Member

Thomas

K. Armey

Chairman
Hon,

~
-i5

Member
Kibbe

162,270.

124,386.

35,029.

20.00

101,410.

87,570.

26,997.

21. 00

48,797.

115,287.

25,583.

21.00

President
Judith

Mulcahy

VP of

Operations/Treasurer

Wayne Brough
VP of
Mary

Research/Secretary
Byrne

VP of

Development

21. 00

103,615.

64,615.

7,140.

21. 00

77,079.

94,920.

15,197.

21. 00

92,524.

55,005.

28,869.

21.00

71,071.

40,409.

15,216.

21. 00

73,667.

62,125.

27,740.

Max Pappas
VP of

Public

Richard

& Grassroots

VP Political
John

Policy

Walker
Campaigns

Jordan

VP Fed.

& State

Campaigns

Adam Brandon
VP Communications

032007

Form 990 (201O)

12-21-10

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Form 990 (2 1o~


IPart VII .I Section

FreedomWorks,

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52-1349353

Officers, Directors, Trustees, Key Emolovees, and HiQhest Comoensated Emolovees (continued)
(B)
(C)
(A)
(D)
(E)
Average
Pos1t1on
Name and title
Reportable
Reportable
hours per
(check all that apply)
compensation
compensation
week
from
from related
(describe
the
organizations
e
"C
=
hours for
organization
(W-2/1099-MISC)
0
related
(W-2/1099-MISC)
"'
~ g
e
organizations "' ~
~ 8:::
in Schedule ~ :
~~ is
!,!
==
S!'E
0)
.E
~" ~ 0"" >< :x::~

Paoe8

A.

(F)
Estimated
amount of
other
compensation
from the
organization
and related
organizations

"

....

1b Sub-total
c Total from continuation

sheets to Part VII, Section A

980,433.

....
....

181, 771.
0.
181,771.

894,317.
0.

0.

980,433.
894,317.
d Total (add lines 1b and 1c)
2
Total number of 1nd1v1duals(1nclud1ngbut not l1m1tedto those hsted above) who received more than $100,000 1nreportable

comoensat1on from the oroanizat1on

Did the organ1zat1onhst any former officer, director or trustee, key employee, or highest compensated employee on

--

For any 1nd1v1duallisted on line 1a, 1sthe 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

Did any person hsted on line 1a receive or accrue compensation from any unrelated organization or individual for services

rendered to the oraanizat1on? If "Yes," comolete Schedule J for such oerson


Section B. Independent Contractors
1

No

--

--

hne 1a? If "Yes," complete Schedule J for such md1v1dual

Yes

- ~-

--~

''

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from
the oroanizat1on.
(B)
Description of services

(A)
Name and business address

& Marketing,
Rebecca
Hagelin
Communications
VA 22207
LLC,4572
Arlington,
25th Rd North,
Inc.,
43538
Stephen
Clouse
& Associates,
Ashburn,
VA 20147
Golden Meadow Circle,
Morgan,
Meredith
& Associates,
22780
#100, Dulles,
Indian
Creek Drive,
VA 20166
Capitol
Services,
Inc.
108 N Virginia
Av, Falls
Church,
VA 20166
Inc.
Terra
Eclipse
Dr, Aptos,
CA 95003
9043 Soquel
2

!Advertising
services
!Direct
Mail &
!Marketing
Services
& Mailing
!Printing
Mail
IOf Direct
tEvent
!website

Planner
Design

(C)
Compensation

1,398,690.
1,155,955.
330,287.
311,156.
203,400.

Total number of independent contractors (1nclud1ngbut not limited to those hsted above) who received more than
$100 000 1ncomoensat1on from the oraanization

5
Form 990 (2010)

032008 12-21-10

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I Part VIII I Statement of Revenue

52-1349353
(A)

(B)
Related or
exempt function
revenue

Total revenue

......
1 a
Cc
(l)u,

la ::::,

Federated campaigns

b Membership dues

1b

:;en.!!!
~

c Fundra1s1ngevents

1c

d Related organizations

1d

cliE
C-

e Government grants (contnbut,ons)

1e

.. t

:so
C"C

0(/)

,.s.i:

All other contributions, gifts, grants, and


s,m,lar amounts not included above

oc
O 1a

(D)
Revenue
excluded from
tax under
sections 512,
513,or514

1a

'"o

~E

(C)
Unrelated
business
revenue

Page9

1f

9,128,652.

Noncash contnbut,ons included ,n lines 1a-1t $

....9-, 128

h Total. Add Imes 1a-1f

652

Business Code
Cl)

2a

CJ

s;

'-GI
GI:,

enc

E~
la Cl)
t;,o:

...

0
Q.

All other program service revenue

....

a Total. Add lines 2a-2f


Investment income (including d1v1dends, interest, and

other s1m1laramounts)

.....

Income from investment of tax-exempt bond proceeds

.....

Royalties

.....
(1)Real

2,459

50,985

2,459.
50,000.

985.

(11)Personal

6,448.

6 a Gross Rents
b Less: rental expenses
c Rental income or (loss)

6,448.

7a

Gross amount from sales of

(1)Securities

6,448.

6,448

.....

d Net rental income or (loss)

(11)Other

assets other than inventory


b Less: cost or other basis
and sales expenses
c Gain or (loss)
Sa

Cl)

::::,

cCl)
>
Cl)

--

.....

d Net gain or (loss)

- --

- -

--

Gross income from fundra1s1ng events (not


including$

of

contributions reported on line 1c). See

a:

...
.i:
...

Part IV, line 18

Cl)

b Less: direct expenses

.....

c Net income or (loss) from fundra,smg events


9a

Gross income from gaming act1v1t1es.See


Part IV, line 19

b Less direct expenses

.....

c Net income or (loss) from gaming activ1t1es


10 a Gross sales of inventory, less returns
and allowances

b Less: cost of goods sold

....

c Net income or (loss) from sales of 1nventorv


Miscellaneous Revenue
11 a

Other

income

Business Code

61,696.

900099

61,696.

b
c

d All other revenue


e Total.Add
12
UJ<U

lines 11a-11d

Total revenue. See instructions.

.....

61,696

..... 9,250,240.

61,696

50,000.

9,892.
Form 990 (2010)

12-21-10

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5 2 -13 4 9 3 5 3
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)
(A)
{Ii)
(CJ
Do not include amounts reported on lines 6b,

Total expenses

7b, Sb, 9b, and 10b of Part VIII.


1

Grantsandotherassistanceto governmentsand
orgamzat1ons
m the U.S.See Part IV, line 21

Grants and other assistance to ind1v1duals1n


the U S. See Part IV, line 22
Grants and other assistance to governments,
organizations, and 1ndiv1dualsoutside the U.S.
See Part IV, lines 15 and 16
Benefits paid to or for members
Compensation of current officers, directors,
trustees, and key employees
Compensation
not includedabove,to d1squalif1ed
persons(as defmedundersection4958(1)(1)) and
personsdescribedm section4958(c)(3)(B)

4
5
6

Other salaries and wages


Pensionplancontributions(includesection401(k)
and section403(b)employercontributions)

7
8
9
10
11
a
b
c
d
e

Other employee benefits


Payroll taxes
Fees for services (non-employees):
Management
Legal
Accounting
Lobbying
Professionalfundra1smg
services.SeePartIV, line 17

f Investment management fees


g Other
12 Advertising and promotion
13 Office expenses
14 Information technology
15 Royalties
16 Occupancy
17 Travel
18 Payments of travel or entertainment expenses
for any federal, state, or local public off1c1als
19 Conferences, conventions, and meetings
20 Interest
21 Payments to affiliates
depletion, and amort1zat1on
22 Deprec1at1on,
Insurance
23
24 Otherexpenses.Itemizeexpensesnot covered
above.(List miscellaneous
expensesm line241.If lme
241amountexceeds10%of lme25, column(A)
amount,list lme241expenseson Schedule0.)
& registrations
a Dues

Temporary
help
Miscellaneous
processing
d Payroll
fundra1s1ng
e Prof.
b
c

25
26

fees
alloc

All other expenses


Total functionalexpenses.Add Imes1 through241
Joint costs.Checkhere .... ~ 1f followingSOP
98-2 (ASC958-720).Completethis lmeonly 11the
orgamzat1on
reportedin column(B) 1omtcostsfrom a
combinededucationalcampaignandfundra1sing
sohc1tat1on

Program service
exoenses

Management and
general expenses

\UJ

Fundra1s1ng
expenses

606,381.

418,254.

77,686.

110,441.

644,116.

444,300.

82,513.

117,303.

1,353.
6,910.
9,466.

1,923.
9,823.
13,459.

2,553.
128,819.

23,919.

10,547.
53,872.
73,806.

7 271.
37,139.
50,881.
t

92,356.
3,510.

118,828.
132,329.

138,494.

138,494.
11,640.
274.
82,965.
10,176.

85,354.
98, 401.
669,951.
9,281.

192,253.
334,514.

40,117.
4,863.

48,163.
42,875.

257,163.

6,370.
1,820.

1,619.

48, 801.
46,276.

37,474.
35,351.

4,679.
4,513.

6,648.
6,412.

30,919.
16,505.
13,849.
6,048.

15,147.
15,176.
10,509.

2,150.
1,329.
3,320.
6,048.

13,622.

859,873.
2,130,209.
1,583,385.
119,999.

762,879.
2,031,534.
830,469.
100,542.

280,533.
382,252.
265,152.
1,820.

0.
7,563,994.

1,331,882.

20.
<56,236.

56,236.
5,732,958.

0.

534,734.

>

1,341,472.

489,564.

797,148.
Form 990 (201O)

032010 12-21-10

12480601

Pa e 10

739466

FreedomWorks

2010.03010

10
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Form 990 (201

I Part

I Balance

Free d omWor k s,

Inc.

52-1349353
(A)
Beginning of year

Cash - non-interest-bearing

Savings and temporary cash investments

Pledges and grants receivable, net

Accounts receivable, net

Page 11

Sheet
(B)
End of year

319,081.
859,619.

1
2
3

4,740.

1,610,063.
861,826.
41,856.

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


employees, and highest compensated employees. Complete Part II
of Schedule L

Receivables from other d1squahf1edpersons (as defined under section


4958(f)(1)), persons described 1nsection 4958(c)(3)(8), and contributing
employers and sponsoring organizations of section 501 (c)(9) voluntary
employees' benef1c1aryorganizations (see 1nstruct1ons)

Notes and loans receivable, net

J!l
GI

ct

Inventories for sale or use

Prepaid expenses and deferred charges

CII
CII

189,351.

349,889.

10c

548,852.

10a Land, bwld1ngs, and eqwpment: cost or other


basis. Complete Part VI of Schedule D

10a

b Less: accumulated deprec1at1on


11
12
13

CII
GI

~
:E
l'Q
:J

10b

Investments publicly traded securities

14

Intangible assets
Other assets. See Part JV,line 11

16

Total assets. Add lines 1 throuah 15 {must eaual line 34l

17

Accounts payable and accrued expenses

18

Grants payable

19
20
21
22

Tax-exempt bond hab1llt1es


Escrow or custodial account liability. Complete Part IV of Schedule D
Payables to current and former officers, directors, trustees, key employees,

Deferred revenue

21

22

24

Secured mortgages and notes payable to unrelated third parties


Unsecured notes and loans payable to unrelated third parties

25
26

Total liabilities. Add Imes 17 throuah 25

Other l1ab11it1es.
Complete Part X of Schedule D

65,446.
312,561.

25
26

82,758.
417,751.

1,829,332.
4,734.

27
28
29

3,480,312.
40,000.

.... LXJand complete

lines 27 through 29, and lines 33 and 34.


Unrestricted net assets

28

"O

29

Temporarily restricted net assets


Permanently restricted net assets

:::,
II..

Organizations that do not follow SFAS 117, check here

...
0

....
GI

525,569.
3,938,063.
334,993.

20

23
24

27

16
17

of Schedule L

iij
al

en
Ill
ct

15

highest compensated employees, and d1squalif1edpersons. Complete Part II

GI

en
....
GI

618,434.
2,146,627.
247,115.

18
19

Organizations that follow SFAS 117, check here

8.

11
12
13

Investments - other securities. See Part IV, line 11


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

15

en

cl'Q

155,394.
8.

14

23

CJ

1,230,685.
681,833.

....Dand

complete lines 30 through 34.

30
31

30

Capital stock or trust principal, or current funds


Pa1d-1nor capital surplus, or land, bu1ld1ng,or equipment fund

31

32

Retained earnings, endowment, accumulated income, or other funds

33

Total net assets or fund balances


and net assets/fund balances
Total liab11it1es

34

32

1,834,066.
2,146,627.

33
34

3,520,312.
3,938,063.
Form 990 (2010)

032011 12-21-10

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739466

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2010.03010

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FREEDOM!

FreedomWorks,

Fo;m 990 2610

Part XI Reconciliation

Inc.

5 2 -13 4 9 3 5 3

Pa e

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

.Total revenue (must equal Part VIII, column (A), line 12)

1
2
3
4
5
6

Total expenses (must equal Part IX, column (A), line 25)
Revenue less expenses. Subtract line 2 from line 1
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
Other changes 1nnet assets or fund balances (explain in Schedule 0)
Net assets or fund balances at end of vear. Combine lines 3, 4, and 5 (must eaual Part X, line 33, column (Bl\

I Part

12

of Net Assets

1
2
3
4
5
6

9,250,240.
7,563,994.
1,686,246.
1,834,066.
3,520,312.

XIII Financial Statements and Reporting


Check 1fSchedule O contains a resoonse to anv auest1on 1nthis Part XII
Yes

Accounting method used to prepare the Form 990:

Cash

CxJAccrual D

No

Other

If the organization changed rt:smethod of accounting from a prior year or checked "Other," explain 1nSchedule 0.
2a Were the organization's f1nanc1alstatements compiled or reviewed by an independent accountant?
b Were the organization's financial statements audited by an independent accountant?
c

2a
2b

2c

If "Yes" to line 2a or 2b, does the organization have a committee that assumes respons1b1l1ty
for oversight of the audit,
review, or comp1lat1onof its f1nanc1alstatements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain 1nSchedule 0.

d If "Yes" to line 2a or 2b, check a box below to 1nd1catewhether the f1nanc1alstatements for the year were issued on a
separate basis, consolidated basis, or both:

Separate basis

[X]

Consolidated basis

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
3a

Act and OMB Circular A-133?

b If "Yes," did the organ1zat1onundergo the required audit or audits? If the organization did not undergo the required audit
3b
Form 990 (2010)

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

032012 1221-10

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FREEDOM!

SCHEDU.LEc
(Form 990. or 990-EZ)
Department of the Treasury
Internal 'Revenue Service

Political Campaign and Lobbying Activities

OMB No 1545-0047

For Organizations Exempt From Income Tax Under section 501(c) and section 527

2010

~ 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 lC.
Section 501 (c) (other than section 501 (c)(3)) organizations: Complete Parts I-A and C below Do not complete Part 18.
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 118.
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

52-1349353

1nPart IV.
1 Provide a description of the organization's direct and indirect pol1t1calcampaign act1v1t1es
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 1tfile Form 4720 for this year?
4a Was a correction made?
b If "Yes," describe 1nPart IV.

IPart 1-CI

Complete

if the

organization 1sexempt under section

----------

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

501(c), except

section

1 Enter the amount directly expended by the f1l1ngorganization for section 527 exempt function act1v1t1es
2 Enter the amount of the filing organization's funds contributed to other organizations for section 527

DNo

501(c)(3).
~ $ ----------

exempt function act1vit1es

3 Total exempt function expenditures Add lines 1 and 2. Enter here and on Form 1120-POL,
~$
line 17b
~....,....[].......,._y_e_s~~[J~..-N~o
4 Did the filing organization file Form 1120-POL for this year?
5 Enter the names, addresses and employer 1dent1f1cat1on
number (EIN) of all section 527 pol1t1calorganizations to which the filing organization
made payments. For each organization listed, enter the amount paid from the f1l1ngorganization'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 add1t1onalspace 1sneeded, provide information 1nPart IV.

(a) Name

(bl Address

(c) EIN

(e) Amount of political


(d) Amount paid from
contributions received and
f1l1ngorganization's
promptly and directly
funds. If none, enter O.
delivered to a separate
political organization.
If none, enter -0.

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

Schedule C (Form 990 or 990-EZ) 2010

LHA
032041 02-02-11

12480601

739466

FreedomWorks

2010.03010

27
FreedomWorks,

Inc.

FREEDOM!

2010

FreedomWorks,

Inc.

Pa e2

omp ete I t e organization 1s exempt un er section


{election under section 501 (h)).

LJ

A Check Jiil,,
B Cheek

....o

1fthe f1l1ngorganization belongs to an aff1l1atedgroup.


if the f1l1ngorganization checked box A and "limited control" prov1s1onsaooly
(a) F1l1ng
organization's
totals

Limits on Lobbying Expenditures


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

(b) Aff1hatedgroup
totals

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


b Total lobbying expenditures to influence a leg1slat1vebody (direct lobbying)
c Total lobbying expenditures (add lines 1a and 1b)
d Other exempt purpose expenditures
e Total exempt purpose expenditures (add Imes 1c and 1d)
f 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 1e.

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.

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


h Subtract line 1g from line 1a. If zero or less, enter -0
i Subtract line 1f from hne 1c. If zero or less, enter O
If there 1san amount other than zero on either line 1h or hne 11,did the organization file Form 4720

Dves

reporting section 4911 tax for this year?

DNo

4-Year Averaging Period Under Section 501(h)


(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year
(or fiscal year beg1nn1ng,n)

(a)2007

(b) 2008

(c)2009

(d)2010

(e) Total

2a Lobbv,na nontaxable amount


b Lobbying ce1l1ngamount
(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
Schedule C (Form 990 or 990-EZ) 2010

032042 02-02-11

12480601

739466

FreedomWorks

2010.03010

28
FreedomWorks,

Inc.

FREEDOM!

2010

FreedomWorks,

Inc.

omp ete I t e organization 1sexempt un er section


(election under section 501 (h)).
(a)
Yes
1

(b)
No

Amount

During the year, did the filing organ1zat1onattempt to influence foreign, national, state or
local leg1slat1on,1nclud1ngany attempt to influence public opinion on a leg1slat1vematter
or referendum, through the use of:
a Volunteers?
b Paid staff or management (include compensation 1nexpenses reported on lines 1c through 1Q?
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 1nPart IV
j Total Add lines 1c through 11
2a Did the act1v1ties1nline 1 cause the organization to be not described 1nsection 501 (c)(3)?
b If "Yes," enter the amount of any tax incurred under section 4912
c If "Yes," enter the amount of any tax incurred by organization managers under section 4912
d If the f1llno oroanizat1on incurred a section 4912 tax did 1tfile Form 4720 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?

Did the organization make only in-house lobbying expenditures of $2,000 or less?

Did the oroanizat1on aoree to carrvover lobbv1no and ool1t1calexoend1tures from the orior vear?

501 (c)(5), or section


!Part 111-B
I Complete if the organization is exempt under section 501 (c)(4), section
.
.
.
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."

No

x
x

Dues, assessments and similar amounts from members

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

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
5

expenditure next year?

Taxable amount of lobbvina and oolit1cal exoend1tures (see 1nstruct1onsl

!Part IV I

Suoolemental Information

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 118,line 11.Also, complete this part
for any add1t1onal1nformat1on.

Schedule C (Form 990 or 990-EZ) 2010


032043 02-02-11

12480601

739466

FreedomWorks

2010.03010

29
FreedomWorks,

Inc.

FREEDOMl

SCHEDULED

Supplemental Financial Statements

(Form 990)

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


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

Department of the Treasury


Internal Revenue Service

Name of the organization

2010

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

FreedomWorks,
Part I

OMB No 1545-004 7

Organizations

Inc.

52-1349353

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

organization answered "Yes' to Forni 990, Part IV, line 6.


(a) Donor advised funds
1

Total number at end of year

Aggregate contributions to (during year)


Aggregate grants from (during year)
Aggregate value at end of year

3
4

(b) Funds and other accounts

Did the organization 1nfom, all donors and donor advisors 1nwriting that the assets held 1ndonor advised funds
are the organization's property, subject to the organization's exclusive legal control?
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.
1

DYes

0No

DYes

0No

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 cert1f1edhistoric structure
D
Preservation of open space
Complete lines 2a through 2d 1fthe organization held a quahf1edconservation contribution 1nthe form of a conservation easement on the last
day of the tax year
Held at the Endof the TaxYear

a
b
c
d

Total number of conservation easements


Total acreage restricted by conservation easements
Number of conservation easements on a certified historic structure included 1n(a)
Number of conservation easements included 1n(c) acquired after 8/17 /06, and not on a historic structure

2a
2b
2c

2d
listed 1nthe National Register
Number of conservation easements mod1f1ed,transferred, released, extinguished, or terminated by the organization during the tax

4
5

year .... ------Number of states where property subJect to conservation easement 1slocated .....
Does the organization have a written policy regarding the periodic monitonng, 1nspect1on,handling of

v1olat1ons,and enforcement of the conservation easements it holds?


D
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year .....

7
8

Amount of expenses incurred 1nmonitoring, 1nspect1ng,and enforcing conservation easements during the year ..... $ ------Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(8)(1)

DNo
D
Yes
and section 170(h)(4)(8)(11)?
In Part XIV, describe how the organization reports conservation easements 1nits revenue and expense statement, and balance sheet, and
include, if applicable, the text of the footnote to the organization's f1nanc1alstatements that describes the organization's accounting for

Yes

0No

conservation easements.

IPart Ill I Organizations

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

Complete 1fthe 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 1nits revenue statement and balance sheet works of art,
historical treasures, or other s1m1larassets held for public exh1b1t1on,
education, or research 1nfurtherance 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 s1m1larassets held for public exh1b1t1on,
education, or research in furtherance of public service, provide the following amounts

relating to these Items


(i) Revenues included 1nForm 990, Part VIII, line 1
(ii) Assets included in Form 990, Part X
If the organization received or held works of art, historical treasures, or other similar assets for f1nanc1algain, 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 1nForm 990, Part X

..... $~~~~~~~~
..... $ _______
_
Schedule D (Form 990) 2010

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

12480601

739466

FreedomWorks

2010.03010

30
FreedomWorks,

Inc.

FREEDOM!

'

FreedomWorks,

SchedllleDForm9902010

Part I
3

Inc.

52-1349353

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

Pae2

(continued)

Using the organization's acqu1s1t1on,accession, and other records, check any of the following that are a s1gnif1cantuse of its collection items
{check all that apply):

D
D
D

a
b
c
4

Public exh1b1t1on

Scholarly research

D
D

Loan or exchange programs


Other

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

Preservation for future generations

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

Dunng the year, did the organization sohc1tor receive donations of art, h1stoncal treasures, or other similar assets

to be sold to raise funds rather than to be ma1nta1nedas art of the or anizat1on's collection?

Part IV

Escrow and Custodial Arrangements.

Yes

No

Complete 1fthe 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?

0No

DYes

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

1c

d Add1t1onsdunng the year

1d

e D1stnbut1onsdunng the year

1e
1f

Ending balance

LJ

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

Yes

LJNo

b If "Yes " exola1n the arranaement 1nPart XIV.


I Part V I Endowment Funds. Complete 1fthe organization answered "Yes" to Form 990, Part IV, IJne10.
(a) Current vear

(c) Two years back (d) Threeyears back (e) Fouryearsback

lb) Pnor vear

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

Adm1nistrat1veexpenses

g End of year balance


2

Provide the estimated percentage of the year end balance held as


a Board designated or quasi-endowment ....

b Permanent endowment ....


c Term endowment ....
%
3a Are there endowment funds not 1nthe possession of the organization that are held and administered for the organization
Yes

by:

No

3a(i)

(i) unrelated organizations


(ii) related organizations
b If "Yes" to 3a(11),are the related organizations IJsted as required on Schedule R?
Descnbe 1nPart XIV the intended uses of the oraanizat1on's endowment f und s.
4
I Part VI Land, Buildings, and Equipment. See Form 990, Part x. IJne10.

3a(ii)
3b

Descnpt1on of investment

(a) Cost or other


basis (mvestment)

(b) Cost or other


basis (other)

(c) Accumulated
depreciation

232,274.
998,411.

146,358.
535,475.

(d) Book value

1a Land
b Bu1ld1ngs
c Leasehold improvements
d Eqwpment

85,916.
462,936.
0.

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

....

548,852.

Schedule D (Form 990) 2010

032052
12-20-10

12480601

739466

FreedomWorks

2010.03010

31
FreedomWorks,

Inc.

FREEDOMl

FreedomWorks,

Schedt:ile D (FOl'l'll 990) 2010

I Part VIII Investments

- Other Securities.

Inc.

52-1349353

See Form 990, Part

(a) Description of security or category


(including name of security)

Paae3

x. line 12.
(c) Method of valuation:
Cost or end-of-year market value

(b) Book 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 VIIII Investments

- Program Related.

See Form 990, Part

(a) Description of investment type

x. line 13.
(c) Method of valuation.
Cost or end-of-year market value

(b) Book 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.

Due from

(1)

See Form 990, Part X, line 15.


(a) Description

related

(b) Book value

525,569.

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.

1.
(1)

Federal income taxes

(2)

Deferred
Capital

(3)

525,569

x. line 25.

See Form 990, Part


(a) Description of liability

(b)Amount

11,127.
71,631.

rent
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

2. FIN 48 (ASC 740)


032053

t'uuu1vu;1

In

QI

,..,,,,

1-''"'"''UC

u,._

'"''"

01 ,,...,

1vu11v1-..,

lU ,,.,.,

u,::::,

....

,,. , ... , '"'"

.. , ... ,.,.,,

82,758
, ... ,,,...,

,, , ... , , .,.,...,..., , ..

II IC' VI 1:1... '

.... ,,_.,

::, ,, .. .,,,,,:,

739466

.. , '"'"''

.....

\a.JI,

,... ........ ,,..,,

,..,. .. , ,.., ... ,

Schedule D (Form 990) 2010

12-20-10

12480601

IUI

FreedomWorks

2010.03010

32
FreedomWorks,

Inc.

FREEDOM!

FreedomWorks,

Schedole D (Form 990l 2010

I Part XI I Reconciliation

Inc.

52-1349353

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

:rota! expenses (Form 990, Part IX, column (A), line 25)

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

Net unrealized gains (losses) on investments

5
6
7

Donated services and use of fac11it1es


Investment expenses

5
6
7

Prior period adjustments

Other (Describe 1nPart XIV)

Total adjustments (net). Add lines 4 through 8

10

8
9
10

Excess or /def1c1t)for the vear oer audited f1nanc1alstatements Combine lines 3 and 9

I Part

XII I Reconciliation

of Revenue per Audited Financial Statements With Revenue per Return

Total revenue, gains, and other support per audited f1nanc1alstatements

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

a Net unrealized gains on investments

2a

b Donated services and use of fac1l1ties

2b

Recoveries of prior year grants

2c

d Other (Describe 1nPart XIV.)

2d

e Add Imes 2a through 2d

2e

Subtract line 2e from line 1

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

I 4a I

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


b Other (Describe 1nPart 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)

I Part

XIIII Reconciliation

of Expenses per Audited Financial Statements With Expenses per Return

Total expenses and losses per audited f1nanc1alstatements

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 1nPart XIV.)

2d

e Add lines 2a through 2d

2e

Subtract line 2e from line 1

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

I 4a I

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


b Other (Describe 1nPart XIV.)

4b

c Add lines 4a and 4b

Paae4

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

4c
5

Total exoenses. Add lines 3 and 4c. (This must eaual Form 990, Part I, line 18.J

I Part XIVI Supplemental Information


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

Part

X, Line

positions

for

2:
the

FreedomWorks
year

ended

had

no significant

December

31,

uncertain

tax

2010.

Schedule D (Form 990) 2010


032054
1220-10

12480601

739466

FreedomWorks

2010.03010

33
FreedomWorks,

Inc.

FREEDOMl

SCHEDUL6G

Supplemental Information Regarding


Fundraising or Gaming Activities

(Form 990. or 990-EZ)

2010

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

Department of the Treasury


Internal ~evenue Service

Name of the organization

FreedomWorks,

IPart I I

OMB No 1545-0047

Fundraising Activities.

Inc.

52-1349353

Complete 1fthe 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
b
c
d

00
00
00
00

00
D
g D

Mail solicitations
Internet and email solicitations
Phone sol1citat1ons
In-person solic1tat1ons

Sollc1tat1onof non-government grants

Solic1tat1onof government grants


Special fundra1s1ngevents

2 a Did the organization have a written or oral agreement with any 1nd1v1dual
(including officers, directors, trustees or
0

key employees listed 1nForm 990, Part VII) or ent1ty in connection with professional fundra1s1ngservices?

00

Yes
b If "Yes," list the ten highest paid individuals or entrt1es(fundra1sers) pursuant to agreements under which the fundra1ser 1sto be

DNo

compensated at least $5,000 by the organization.


(ii~ Did

(i) Name and address of 1ndiv1dual


or entity (fundra1ser)
Stephen

43538

Clearword
Group,
Donor

& Associates,

Clouse

Inc,

(ii) Act1v1ty

Golden

tun raiser

h;v~~~~rir
contnbut,ons?
Yes

Meadow

(iv) Gross receipts


from act1v1ty

(v) Amount paid


to (or retained by)
fund raiser
listed 1ncol. (i)

(vi) Amount paid


to (or retained by)
organization

No

"'undraising

Counsel

870,623,

30,119,

840,504,

Direct

Services

664,878,

40,609,

624,269,

46,939,

48,964,

<2,025,

Communication
Inc.

Care

Tuscarawas

- 12841
Ave,

Braemar

- 480 West

Center

Third

Floor

Mail

Marketing

Services

....

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 not1f1ed1t1sexempt 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

See

Part

IV for

ScheduleG (form 990 or 990-EZ)2010

for Form 990 or 990-EZ.

continuations

032081 01-1311

12480601

739466

FreedomWorks

2010.03010

34
FreedomWorks,

Inc.

FREEDOM!

2010

vents.

FreedomWorks,
Inc.
52-1349353
Pa e2
Complete 1fthe organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000

of fundra1s1ngevent 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)

(I)

(event type)

col.(c))

(total number)

:::,

c:
(I)

>
(I)

a:

Gross receipts

Less: Charitable contnbut1ons

Gross income (line 1 minus line 2)

Cash prizes

Noncash prizes

c:
(I)
a.

RenVfac1l1tycosts

Food and beverages

Ill

(I)

Ill

Jj
ti

Entertainment

Other direct expenses

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

11 Net income summarv. Combine line


column (d) and line 10
I t>art Ill Gaming. Complete 1fthe organization answered "Yes" to Form 990, Part IV, line 19, or reported more than

....
....

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


(bl Pull tabs/instant
bingo/progressivebingo

(a) Bingo

(I)

:::,

c:

(d) Total gaming (add


col. (a) through col. (c))

(c) Other gaming

(I)

>

(I)

a:

Ill

(I)

Gross revenue

Cash prizes

Noncash prizes

RenVfac1l1tycosts

Other direct expenses

Ill

c:
(I)
a.

Jj

....
u
~

L.Jves

% LJYes

Volunteer labor

Direct expense summary. Add lines 2 through 5 1ncolumn (d)

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

DNo

% LJves

DNo

DNo

:;.::,...~~~{, ;::~~.r'!~'f,
'J

....{
....

Enter the state(s) 1nwhich the organization operates gaming activ1t1es --------------------,,--...---..--.-a Is the organization licensed to operate gaming act1v1t1es1neach of these states?

LJ Yes LJ No

b If "No," explain:

LJ Yes LJ No

10a Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year?
b If "Yes," explain.----------------------------------------------

Schedule G (Form 990 or 990-EZ) 2010

032082 01-13-11

12480601

739466

FreedomWorks

2010.03010

35
FreedomWorks,

Inc.

FREEDOM!

'

~
Schedule G Form 990 or990

FreedomWorks,

2010

Inc.

11 Does t~e orgamzat1on operate gaming act1v1t1es


with nonmembers?
12

No

Is the orgamzat1on a granter, benef1c1aryor trustee of a trust or a member of a partnership or other entity fanned
t? administer charitable gaming?

13 Indicate the percentage of gaming act1v1tyoperated in:


a The organrzat,on's facrlrty

DNo

%
%

13a

b An outside facility
14

Dves

13b

Enter the name and address of the person who prepares the organrzat1on'sgam1ng/spec1alevents books and records
Name .....

15a Does the organization have a contract with a third party from whom the organrzat1onreceives 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.

Dves

DNo

Dves

DNo

and the amount

Name .....
Address .....

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

16 Gaming manager 1nformat1on:


Name .....
Gaming manager compensation ..... $ ------Description of services provided .....

D1rector/off1cer

Employee

Independent contractor

17 Mandatory distributions:
a Is the organrzat1onrequired under state law to make charitable d1stnbut1onsfrom the gaming proceeds to
retain the state gaming license?
b Enter the amount of d1stnbut1onsrequired under state law to be distributed to other exempt organrzat1onsor spent 1nthe
$
or anrzat,on's own exem t activ1t1esdunn the tax ear

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, 1Ob, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any add1t1onalinfom,at1on (see instructions).

Schedule

G, Part

I,

(i)

Name of

Fundraiser:

(i)

Address

of

(i)

Name of

Fundraiser:

(i)

Address

of

12841

Braemar

Line

2b,

List

Stephen

Fundraiser:

43538

Clearword

of Ten Highest

Clouse

Paid

& Associates,

Golden

Meadow Circle,

Communication

Inc.
Ashburn,

Group,

VA

20147

Inc.

Fundraiser:
Village

Plaza,

#51,

Bristow,

VA

20136
Schedule G (Form 990 or 990-EZ) 2010

032083 01-13-11

12480601

Fundraisers:

739466

FreedomWorks

2010.03010

36
FreedomWorks,

Inc.

FREEDOMl

'

-I

Schedule G Fortn 990 or 990

Part I

FreedomWorks,

2010

Inc.

5 2 -13 4 9 3 5 3

Supplemental Information (continued)

(i}

Name of Fundraiser:

(i}

Address

Pa e 4

Donor Care Center

of Fundraiser:

480 West Tuscarawas

Ave, Third

Floor,

Barberton,

OH 44203

Schedule G (Form 990 or 990-EZ) 2010


032084

10-28-10

12480601

739466 FreedomWorks

2010.03010

37
FreedomWorks,

Inc.

FREEDOM!

scHeoul.EcJ

Compensation Information

(Form 99~)

OMB No 1545-0047

Department of the Treasury


Internal Revenue Service

Name of the organization

I Part

2010

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.

Open to Public
Inspection
Employer identification

FreedomWorks,

Inc.

number

52-1349353

Questions Regarding Compensation


Yes

No

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

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

00 First-class or charter travel


CXJTravel for companions
D Tax 1ndemnif1cationand gross-up payments
D D1scret1onaryspending account

D
D
D
D

Housing allowance or residence for personal use


Payments for business use of personal residence
Health or social club dues or 1nrt:1ation
fees
Personal services (e.g , maid, chauffeur, chef)

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

reimbursement or prov1s1onof all of the expenses described above? If "No," complete Part Ill to explain

1b

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 1nline 1a?

--I

Indicate which, 1fany, of the following the organization uses to establish the compensation of the organization's

CEO/Executive Director. Check all that apply.


Compensation committee

00
D
00

D Written employment contract


00 Compensation survey or study
00 Approval by the board or compensation

Independent compensation consultant


Form 990 of other organizations

committee

'

I
I

During the year, did any person listed 1nForm 990, Part VII, Section A, line 1a, 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?

x
x
x

4a

4b
4c

b Part1c1pate1n,or receive payment from, a supplemental nonqualif1ed retirement plan?


c Part1c1patein, 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 1nPart Ill.
Only section 501(c)(3) and 501(c)(4) organizations

must complete lines 5-9.

For persons listed 1nForm 990, Part VII, Section A, line 1a, did the organ1zat1onpay or accrue any compensation
contingent on the revenues of.

a The organization?

Sa

b Any related organization?

Sb

x
x

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


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

contingent on the net earnings of:


a The organization?

6a

b Any related organization?

6b

x
x

If "Yes" to line 6a or 6b, describe 1nPart Ill.


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

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

not described 1nlines 5 and 6? If "Yes," describe 1nPart Ill


1nit1alcontract exception described 1nRegulations section 53.4958-4(a)(3)? If "Yes," describe 1nPart 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

Schedule J (Form 990) 2010

for Form 990.

032111
12-21-10

12480601

739466

FreedomWorks

2010.03010

38
FreedomWorks,

Inc.

FREEDOM!

52-1349353
FreedomWorks,
Inc.
Schedule J (Form 990) 2010
Part II I Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if add1t1onalspace 1sneeded

Paoe2

For each 1nd1v1dual


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

in

the instructions, on row (11).


,

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


(i) Base
compensation

(A) Name

(i)
1

Hon.

Richard

Matt

Kibbe

Judith

Wayne

K. Armey

(ii)

(i)

(ii)
(i)

Mulcahy

(ii)
(i)

Brough

(ii)

(i)

s Mary

Byrne

a Max Pappas
1

Richard

Walker

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

a Adam Brandon

(i)
(ii)

(ii)

10

(ii)

11

(ii)

12

(iii

13

(i)
(ii)

14

(i)
(ii)

15

(ii)

16

(ii)

250,000.
250,000.
155,698.
119,302.
79,191.
70,809.
48,290.
91,814.
92,436.
53,564.
61,139.
78,860.
79,873.
42,656.
56,860.
45,432.

(iii) Other
reportable
compensation

(ii) Bonus &


1ncent1ve
compensation

0.
0.
0.
0.
21,375.
16,125.
0.
22,500.
10,875.
10,875.
15,500.
15,500.
12,000.
12,000.
16,250.
16,250.

0.
0.
6,572.
5,084.
844.
636.
507.
973.
304.
176.
440.
560.
651.
349.
557.
443.

(C)
Retirement and
other deferred
compensation

0.
0.
9,303.
7,197.
5,372.
4,053.
5,654.
10,846.
0.
0.
3,788.
4,812.
7,680.
4,120.
7,560.
6,019.

(D)
Nontaxable
benefits

(E)
Total of columns
(B)(1)-(D)

o.
0.
10,447.
8,082.
10,016.
7,556.
3,113.
5,970.
4,517.
2,623.
2,906.
3,691.
11,109.
5,960.
7,884.
6,277.

250,000.
250,000.
182,020.
139,665.
116,798.
99,179.
57,564.
132,103.
108,132.
67,238.
83,773.
103,423.
111,313.
65,085.
89,111.
74,421.

(F)
Compensation
reported 1npnor
Form 990 or
Form990-EZ

o.
0.
0.
0.
0.
0.
0.

o.
0.
0.
0.
0.
0.
0.
0.
0.

(i)

(i)
(i)
(i)

(i)
(i)
Schedule J (Form 990) 2010
032112

12-21-10

39

Schedule J (Form 990) 201 O


Part Ill I Supplemental Information

FreedomWorks,

Inc.

52-1349353

Paoe 3

Complete this part to provide the 1nformat1on,explanation, or descriptions required for Part I, lines 1a, 1b, 4c, Sa, Sb, 6a, 6b, 7, and 8. Also complete this part for any add1t1onalinformation.

Part

I,

Line

contract,

flies

la:

First-class
first-class

travel:
for

business

Richard
trips

Armey
and,

- _pursuant
at

times,

to

terms

of

with

companions.

Schedule J (Form 990) 2010


032113 12-21-10

40

'

Transactions With Interested Persons

scHEDULEL
(Form 990.or 990-EZ)
Department of the Treasury
Internal Revenue Service

OMB No 1545-0047

2010

.....Complete if the organization answered


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

Open To Public
Inspection

Name of the organization

Employer identification

FreedomWorks,

Inc.

number

52-1349353

ene 1t ransact1ons (section 501(c)(3) and section 501(c)(4) organizations only)


Comolete 1fthe organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, hne 40b

(a) Name of d1squal1fiedperson

'(cl Corrected?

(b) Description of transaction

Yes

No

2 Enter the amount of tax imposed on the organization managers or d1squahf1edpersons during the year under
3

..... $ -------..... $ --------

section 4958
Enter the amount of tax, 1fany, on line 2, above, reimbursed by the organization

IPart II j

Loans to and/or From Interested Persons.

Complete 1fthe orciarnzat1onanswered "Yes" on Form 990, Part IV, hne 26, or Form 990-EZ, Part V, hne 38a.
{TlApproved
(a) Name of interested
(b) Loan to or from
(e) In
(c) Original principal
(d) Balance due
by board or
amount
person and purpose
the organization?
default?
?
To

Total

I Part

Ill

From

Yes

No

Yes

No

(g) Written
agreement?
Yes

No

..... $

Grants or Assistance Benefiting lnterestea Persons.


Comolete 1fthe oraarnzat1onanswered "Yes" on Form 990, Part IV, hne 27.

(a) Name of interested person

(b) Relationship between interested person and


the organization

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

(c) Amount and type of


assistance

Schedule L (Form 990 or 990-EZ) 2010

032131 12-21-10

12480601

739466

FreedomWorks

2010.03010

41
FreedomWorks,

Inc.

FREEDOMl

FreedomWorks,

Sched~fe L Form 990 or 990

art

usmess

Inc.

52-1349353

201 O

Pa e2

ransact1ons nvo vmg ntereste

ersons.

Comp Iet e If t he oraamzat1on answered "Yes' on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person

Dagny,

(b) Relat1onsh1pbetween interested


person and the organization

(c) Amount of
transaction

(d) Description of
transaction

(e) ~nanng ot
organization's
revenues?
Yes

LLC

1Pres1dent's

I Part V I Supplemental

spouse

Management

33,000.

No

Information

Complete this part to provide add1t1onalinformation for responses to questions on Schedule L (see instructions)

Sch L, Part
(a)

IV, Business

Name of Person:

(b) Relationship
President's
(d) Description

Dagny,

Between

spouse

Transactions

is

Involving

Interested

Persons:

LLC
Interested

Person

and Organization:

100% owner

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)

Name of the organization

Freedom

Part

and

to

network

III,

mission-related
and

Expenses$

534,732.

Policy

Capitol

Hill,
they

Expenses$

in

the

Form 990,
one member

our

regularly

in

its

ideas

to

Services:

organization

uses

and

a wealth

existing

including

grants

Public

analyzes

bills

and

interested

in

Part

VI,

same

of

Program

and Research:

may be

Part

interested

and

enhance

of mediums

our

to

and prospective

promote

members,

supporters.

584,665.

Form 990,

people

developing

tour.

Other

grow

in

other.

and

activities

activists,

all

to

FreedomWorks

Public

each

4d,

Services:

participated

enabling

with

Line

52-1349353

New Program

platform

To continue

programs,

issues

2,

Book launch

Part

Marketing:

Inc.

FreedomWorks

Me Liberty:

Form 990,

its

Line

an online

programs

Give

III,

Connector:

launching

Open to Public -Inspection


Employer identification number

FreedomWorks,
990,

2010

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.

Department of the Treasury


Internal Revenue Service

Form

OMB No 1545-0047

Supplemental Information to Form 990 or 990-EZ

including

Section

of$

policy

alerts
are

O.

Revenue$

follows

legislation

FreedomWorks
most

grants

of$

O.

on

members

when

relevant.
0.

A, line

6:

Freedomworks

A, line

7a:

According

of Trustees

is

Revenue$

has

O.

members,

which

are

class.

VI,
the

Section
Board

to

to

be elected

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

FreedomWorks
by the

bylaws,

members.

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

032211
01-24-11

12480601

739466

FreedomWorks

2010.03010

43
FreedomWorks,

Inc.

FREEDOMl

Schedi:JleO Form 990 or 990Name of thE:organization

2010

Pa e2
Employer identification number

FreedomWorks,
Form 990,
Board

Part

VI,

Section

of Directors

within

forty

eight

resolutions

are

the

Board

hours

of

of

the

meeting

of

more

of

the

Form 990,

Part

senior

Form 990,
signed

shall
that

Section

and

Part

VI,

reviewed

Section

B, Line

Board

directors

and

employees

shall

conflict

between
conflict

Secretary

reviewed

to
and

Form 990,

counsel

and

the

of

when

Board

be composed

the

Board
like

of

of
of

a majority

Board

of

designated

on the
or

exist,

notice

exert

12c:

any

of

the

influence

members

and

one

of

of Trustees

or

the
shall

before

relationship

and

to

interests
or

990 was provided


it

and

on FreedomWorks

Secretary

those

employee

Policy

is

FreedomWorks

the

and

to

was filed.

Ethics

employees.

annually

director

such

the

Governance

of Directors
disclose

of

VI,

Section

study
other

based

Washington,

B, Line

15:

on information
DC based,

The process
obtained
non-profit

any direct

of FreedomWorks.

shall

provide

shall

refrain

until

the

the

from

matter

has

been

includes

completion

from

outside

our

organizations

of
general

with

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

01-24.11

12480601

effective

resolved.

Part

a compensation

occur

approval

such

thereafter

by act

A copy

Board

own individual

does

written

attempting

632212

their

11:

by all

by the

such

they

of

which

individuals

incapacity,

one member

for

The initial
three

be filled

B, line

annually

If

death,

at

become

shall

as

by the

members.

VI,

staff

of

of Trustees

removal,

except

by the

comprised

approved
of Trustees

shall

of Trustee.

Vacancies,

thereof,

trustees,

resolution

Board

The Board

members

be elected

the

individuals.

close

such

was

by resignation,

remaining

the

and
of

Organization.

Trustees

the

Corporation

three

resolutions

to

Trustees

least

All

be submitted

by a majority

at

7b:

shall

approved

by the

52-1349353

A, line

adopted,

the

Inc.

739466

FreedomWorks

2010.03010

44
FreedomWorks,

Inc.

FREEDOM!

'

Schedule O ForTn990 or 990


Name of th~ organization

2010

Pa e2
Employer identification number

FreedomWorks,
simllar

budgets.

committee
process

at

compensation

is

990,

Part

of

Line

other
by the

17,

then

presented

meeting

for

determined

VI,

is

Board

compensation

organization

52-1349353

information

a semi-annual

includes

determining

Form

This

Inc.

List

the

to

discuss

CEO and

officers

to

or

the

compensation

and vote

Chairman.
key

on.

This

The process

employees

of

for

the

President.

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,

available
copy

of

Form

990,

Part

VI,

upon

request.

its

Section

Federal

Part

documents,
financial

990 upon

Section

certain

18:

FreedomWorks
Form

VI,

C, Line

statements

makes

request

C, Line

policies

FreedomWorks

19:

upon

available

and

conflict
request

its

Form 1024

a public

disclosure

on Guidestar.

Freedomworks

(including

available

makes

makes

of
based

its

interest

governing
policy)

on discretion

and

of

management.

Form

990,

Part

FreedomWorks
oversight

of

independent

Form

990,

Average
Hon.

032212

XII,

Line

2C

has

an audit

committee

the

audit

its

of

that

assumes

financial

statements

and

selection

for
of

an

accountant.

Part
Hours

Richard

VII,
Per

Section

A, Column

Week on Related

K. Armey,

Director,

Organization
19 hours

per

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

01-2411

12480601

responsibility

739466

FreedomWorks

2010.03010

45
FreedomWorks,

Inc.

FREEDOM!

'
Scheddle O Form 990 or 990Name of thE;organization

2010

Pa e2
Employer identification number

FreedomWorks,
Matt

Kibbe,

Judith

President,

Mulcahy,

Wayne Brough,

Inc.

19 hours

per

week

VP of Operations/Treasurer,

20 hours

VP of Research/Secretary,

Mary Byrne,

VP of Development,

Max Pappas,

VP of

Richard

52-1349353

Walker,

Public

19 hours

19 hours

Policy,

VP Political

per

19 hours

and Grassroots

per

per

week

week

week

per

week

Campaigns,

19 hours

per

week
John

Jordan,

Adam Brandon,

VP Fed.

& State

Campaign,

VP Communications,

19 hours

19 hours

per

per
week

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

01-24-11

12480601

week

739466

FreedomWorks

2010.03010

46
FreedomWorks,

Inc.

FREEDOMl

OMB No 1545-0047

Related Organizations and Unrelated Partnerships

SCHEDULER
(Form990)

2010

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

Department of the Treasury


InternalRevenue Service

Employer identification

Name of the organization

FreedomWorks,

i('

(a)

(b)

(c)

(d)

(e)

(f)

Name, address, and EIN


of disregarded entity

Primary activity

Legal domicile (state or

Total income

End-of-year assets

Direct controlling
entity

foreign country)

400 North

(b)

(c)

(d)

(e)

Primary act1v1ty

Legal dom1c1le(state or

Exempt Code
section

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

Capitol
DC

FreedomWorks
400 North

(a)
Name, address, and EIN
of related organization
Foundation

Washington,

Street,

Capitol
DC
Capitol

Washington,
Taxpayer
400 North
Washington,

NW, #765

~esearch
~bout

and

Sect,on(~J2(bX13)
controlled
en111y?

Yes

No

education

common sense

~conomic

20001
Street,

policies.

~/A

1527

~/A

x
x

District

of

Columbia

150l(c)(3)

of

Columbia

NW, 11765

20001

FreedomWorks

400 North

- 52-1526916

foreign country)

(f)
Direct controlling
entity

PAC - 52-2204395

Washington,

Political

Action

Committee

District

Political

Action

Committee

Oregon

1527

~/A

Political

Action

Committee

pregon

527

~/A

PAC - 93-1305086
Street,

DC

20001

Defense

Fund

NW, #765

- 41-2108993

Capitol
Street,
DC 20001

NW, 11765

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
032161
12-21-10

number

52-1349353

Identification of Related Tax-Exempt Organizations (Complete 1fthe organization answered "Yes" to Form 990, Part IV, line 34 because 1thad one or more related true-exempt
organizations during the trueyear.)

FreedomWorks

Oregon

Inc.

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

Part I

~Part

,.

Open to Public
lnspectiorr

LHA

x
Schedule R (Form 990) 2010

47

FreedomWorks,

Schedule A (Form 990)

IPart 11! Continuation

,.

of Identification of Related Tax-Exempt Organizations

(a)

(b)

(c)

(d)

(e)

Name, address, and EIN


of related organization

Primary act1v1ty

Legal dom1c1le(state or
foreign country)

Exempt Code
section

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

FreedomWorks Issues PAC - 61-1422667


400 North Capitol
Street,
NW, #765
Washington,
DC 20001
The FreedomWorks Fund - 20-1381918
400 North Capitol
Street,
NW, #765
Washington,
DC 20001
CSE FreedomWorks, Inc. - 52-1720193
400 North Capitol
Street,
NW, #765
Washington,
DC 20001
League of Freedom Voters - 52-1349353
400 North Capitol
Street,
NW, #765
Washington,
DC 20001

032222 12-30-10

52-1349353

Inc.

(f)
Direct controlling
entity

,r .

Section~ 2(bX13) controlled


orgamzet1on?

Yes

No

Dormant

District

of Columbia

1527

l'l'/A

Dormant

District

of Columbia

~27

l-1/A

Dormant

District

of Columbia

~Ol(c)(4)

l-1/A

Dormant

District

of Columbia

i:,27

l'l'/A

48

FreedomWorks,

ScheduleR(Form990)2010

Inc.

52-1349353

Page2

Identification of Related Organizations Taxable as a Partnership (Complete 1fthe organization answered "Yes" to Form 990, Part IV, hne 34 because 1thad one or more related
organizations treated as a partnership during the tax year)

Part Ill

(bl

(al

Primary act1v1ty

Name, address, and EIN


of related organization

(cl
Legal
dom1c1le
(state or

(dl
Direct controlling
entity

foreign

country)

Part IV,

(f)
(el
Predominantincome
Share of total
(related,unrelated,
income
excludedfrom tax under
sections512-514)

(hl
Disproportion

(il

late allocations?

Yes

No

(j)

(I<)

(al

(cl

(bl
Primary act1v1ty

Legal domicile
(state or

(dl
Direct controlling
entity

foreign

country)

for

400 North
Washington,

032162 12-21-10

a Sound

Capitol
DC

(f)

(gl
Share of
end-of-year
assets

Share of total
income

(hl
Percentage
ownership

Economy,

Street,
20001

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

- 20-2810833
Inc.
NW, 11765

DC

Dormant

49

J'l'/A

C CORP

-v

Generalor Percentag<i
CodeV-UBI
amount in box managing ownership
20 of Schedule partner?
K-1 (Form 1065) ~e~ No

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

Name, address, and EIN


of related organization

Citizens

(gl
Share of
end-of-year
assets

.....

o.

0.

1001

Schedule R (Form 99012010

Schedule R (Form 990) 2010


Part V

Transactions

FreedomWorks,

Inc.

5 2-13 4 9 3 5 3,

.-

Page 3

With Related Organizations (Complete 1fthe organization answered "Yes" to Form 990, Part IV, hne 34, 35, 35a, or 36)
Yes

Note. Complete line 1 1fany entity 1slisted 1nParts II, Ill, or IV of this schedule.
1 During the tax year, did the organization engage 1nany of the following transactions with one or more related organizations hsted 1nParts II-IV?
a Receipt of (i) interest (ii) annu1t1es(iii) royalties or (iv) rent from a controlled entity

x
x
x
x
x

1a
1b

b Gift, grant, or capital contribution to other organizat1on(s)


c Gift, grant, or capital contribution from other organizat1on(s)

1c

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

1d

e Loans or loan guarantees by other organizat1on(s)

1e

No.

g Purchase of assets from other organizat1on(s)

1a

x
x

h Exchange of assets

1h

1f

Sale of assets to other organizat1on(s)

Lease of fac1l1t1es,
equipment, or other assets to other orgamzat1on(s)

Lease of fac1llt1es,equipment, or other assets from other organizat1on(s)

1j

k Performance of services or membership or fundra1sing sohc1tat1onsfor other organizat1on(s)

1k

I Performance of services or membership or fundraising sohc1tat1onsby other organizat1on(s)


m Sharing of fac1llt1es,equipment, ma1hnghsts, or other assets

1m

n Sharing of paid employees

1n

11

o Reimbursement paid to other organization for expenses

10

p Reimbursement paid by other organization for expenses

1D

q Other transfer of cash or property to other organizat1on(s)

1a

1i

1r

Other transfer of cash or orooertv from other oraanizat1onfs)

x
x
x
x

x
x
x
x
x

If the answer to any of the above 1s"Yes," see the 1nstruct1onsfor 1nformat1onon who must comolete this line, 1ncludina covered relat1onsh1osand transaction thresholds
(a)
Name of other organization

(b)
Transaction
type (a-r)

(c)
Amount involved

(d)
Method of determining
amount involved

(1)

(2)
(3)

(4)

(5)
(6)
032163 12-21-10

50-

Schedule R (Form 990) 2010

ScheduleR(Form990)2010
Part VI

FreedomWorks,

Inc.

52-134935l

Page4
.J

Unrelated Organizations Taxable as a Partnership (Complete 1fthe organization answered "Yes" to Form 990, Part IV, line 37)
- 'I

Provide the following 1nformat1onfor 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 1nstruct1onsregarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN
of entity

(b)

(c)

(d)

Primary act1v1ty

Legal domicile
(state or foreign
country)

Are all partners


section 501(cX3

organ1zat1ons?

Yes

No

(e)

(f)

(g)

(h)

Share of end-of
year assets

01spropor-

CodeV-UBI
amount in box 20
of Schedule K-1
(Form 1065)

General or
managing
partner?

tionate

allocat1ons?

Yes

No

Yes

No

Schedule R (Form 990) 2010


032164
12-21-10

51

Application for Extension of Time To File an


Exempt Organization Return

F~rm"~868
(Rev. Janua!Y 2011)
Department of the Treasury
Internal Revenue Service

~ File a separate application

OMB No. 1545-1709

for each return.

~ [X]

If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box
If you are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part II (on page 2 of this form).
Do not complete Part II unless you have already been granted an automatic 3-month extension on a previously filed Form 8868.

Electronic filing (e-file). You can electronically file Form 8868 1fyou 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 1npaper format (see 1nstruct1ons).For more details on the electronic f1l1ngof this form,
v1s1twww.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 1esneeded

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

Name of exempt organization

Employer identification

number

print

FreedomWorks,

r=,1eby the
due date for
lillngyour

Inc.

52-1349353

Number, street, and room or swte no. If a P 0. box, see instructions.

400 North

return See
instructions

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 1sfor (file a separate application for each return)
Application

Return

Is For

Code

Application

Return

Is For

Code

Form 990

01

Form 990-T (coroorat1on)

Form 990-BL

02

Form 1041-A

08

Form990-EZ

03

Form 4720

09

Form 990-PF

04

Form 5227

10

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

05

Form 6069

11

Form 990-T (trust other than above)

06

Form 8870

12

The Organization
Thebooksare1nthecareof
~ Organization's
Telephone No.~
( 2 02 ) 7 83- 387 0

If the organization does not have an office or place of business 1nthe United States, check this box
If this 1sfor a Group Return, enter the organization's four d1g1tGroup Exemption Number (GEN)

box
1

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

~D

07

DC 20001

- Washington,

address

FAXNo ~
. If this 1sfor the whole group, check this

and attach a hst with the names and EINs of all members the extension 1sfor.

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

1sfor the organization's return for:

~ [X] calendar year 2 0 1 0 or

~D
2

~~~~~~~~~~~~~

, and ending

If the tax year entered in line 1 is for less than 12 months, check reason:

D
3a

tax year begin-;;;--

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

Initial return

Final return

Change 1n accounting period

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.

estimated tax oavments made. Include anv onor vear overoavment allowed as a credit.
c

3a

0.

3b

0.

3c

0.

If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and
Balance due. Subtract fine 3b from fine 3a. Include your payment with this form, 1frequired,
bv usina EFTPS (Electronic Federal Tax Pavment Svstem). See instructions.

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

2010.03010

56
FreedomWorks,

Inc.

FREEDOM!

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