2017-11-09T07:44:55-06:00 2016-12-31 363990892 Capin Crouse LLP 972 Emerson Parkway STE A Greenwood IN 46143 990 2016-01-01 521527294 Americans for Prosperity Foundation AMER 7032243200 1310 N Courthouse Rd No 700 Arlington VA 22201 Victor E Bernson Jr Secretary, VP 7032243200 2017-11-09 1 David C Moja P00747006 3178852620 2016 2022-09-23 18:48:47Z Emily Seidel 1310 N Courthouse Rd No 700 Arlington VA 22201 27970463 0 X www.americansforprosperityfoundation.org X 1987 DE Educate US persons to increase awareness about a free economy 5 5 1126 500 0 0 20108429 25147503 2064679 2246021 19850 -2258 0 0 22192958 27391266 248235 116387 0 0 14326077 12348077 38408 26958 1723620 13202282 10537520 27815002 23028942 -5622044 4362324 7536863 10436063 4642381 3179257 2894482 7256806 Educate US persons to increase awareness of the operation and value of a free economy. 0 0 10434120 2246021 National office - educate the American Public to increase awareness of the federal government's impact on the operation and value of a free economy. 7448692 116387 State chapters - educate the American Public to increase awareness of state government impact on the operation and value of a free economy. 17882812 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 1 X 178 0 1 1126 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OK PA RI SC SD TN TX UT VT VA WA WV WI WY DC X Tim Carnahan 7032243200 1310 N Courthouse Rd No 700 Arlington VA 22201 David Koch Chairman 2.00 X 0 0 0 Nancy Pfotenhauer Director 2.00 2.00 X 0 0 0 Debra Gail Humphreys Director 2.00 X 0 0 0 Cy Nobles Director 2.00 X 0 0 0 Dr Walter Williams Director 2.00 X 0 0 0 Tim Phillips President 6.50 43.50 X 27983 371775 32020 Timothy Carnahan Treasurer, CFO 20.00 30.00 X 61385 48230 5116 Robert Heaton Treasurer, CFO (part year) 25.50 24.50 X 53378 51284 13397 Luke Hilgemann CEO 33.50 16.50 X 218421 227337 31598 Slade O'Brien VP/Grassroots Leadership A 48.50 1.50 X 203318 8472 17147 Brent Gardner VP/Government Affairs 10.00 40.00 X 2714 268664 17956 Teresa Oelke VP, State Operations 23.50 26.50 X 86186 174984 20357 Christopher Fink COO 36.00 14.00 X 214018 115240 31945 John Pike VP of Technology 30.00 20.00 X 65677 139563 22512 Victor Bernson Secretary, VP & General Counsel 30.00 20.00 X 155252 79979 16362 Jennifer Stefano VP-Bridge to Well Being (part year) 48.00 2.00 X 70712 2946 8 Alex Guerreiro VP of HR 30.00 20.00 X 87962 186920 30682 Sean Lansing Chief Operating Officer 25.00 25.00 X 77076 125756 15194 Chase Downham Regional Director 25.00 25.00 X 83281 141802 24868 Dustin Zvonek Regional Director 25.00 25.00 X 110780 110780 28026 Mark Lucas Regional Director 25.00 25.00 X 124112 101546 9322 Phillip Joffrion Regional Director 25.00 25.00 X 76972 125586 13668 1719227 2280864 330178 6 0 1 0 Quinn Emanuel Urquhart & Sullivan LLP 865 S Figueroa St 10th Floor Los Angeles CA 90017 Legal Fees 5746544 Info Tech Inc 5700 SW 34th St Suite 1235 Gainesville FL 32608 Consulting services 264154 WebbMason Inc PO Box 62414 Baltimore MD 212642414 Promotional materials 235666 i360 LLC PO Box 37406 Baltimore MD 21297 Polling and media 168904 Beacon Hill Staffing Group PO Box 846193 Boston MA 022846193 Temporary staffing 138422 6 X 25147503 1131278 25147503 Program Service Charge 900099 2238791 2238791 Registration Fees 900099 7230 7230 2246021 576939 579197 -2258 -2258 -2258 27391266 2246021 0 -2258 116387 116387 1348335 1026061 164949 157325 8336437 6447017 884330 1005090 143576 109106 24287 10183 1214789 657676 474556 82557 1304940 861089 262212 181639 4245509 4171369 74140 45900 45900 26958 26958 688825 127441 561384 65373 50871 4262 10240 862716 497440 355141 10135 1355771 904282 371942 79547 2346419 2116170 89471 140778 654634 654634 179229 129984 32830 16415 19878 19878 Taxes, licenses, fees 44986 44986 Membership Dues 12379 6605 3844 1930 Equipment leasing 6871 6871 List rental 670 610 60 8360 6070 1527 763 23028942 17882812 3422510 1723620 1774190 6592676 4186 0 380515 1054122 1155430 894197 515949 261233 4862023 2528032 7536863 10436063 3620257 1110473 1022124 2068784 4642381 3179257 X 2659506 6862656 234976 394150 2894482 7256806 7536863 10436063 4362324 0 X X 0 1 X 1 0 X 22234000 12976019 21461641 20108429 25147503 101927592 22234000 12976019 21461641 20108429 25147503 101927592 17223753 84703839 6199 2232 1417 9848 101937440 6620048 0.83090 0.74480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 23028942 23028942 1000000 250000 0 0 1000000 1000000 1000000 3000000 4500000 250000 250000 250000 250000 1000000 1500000 Form 990, Schedule C The organization has an election under section 501(h) in effect, however it did not have any lobbying expenditures during the tax year ended 12/31/16. 113342 72820 40522 162246 93767 68479 879842 727610 152232 261233 Deposits 261649 Due from affiliate 2266383 2528032 Due to affiliate 455639 Deferred rent 1613145 2068784 X Part X, Line 2: The financial statement effects of a tax position taken or expected to be taken are recognized in the consolidated financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. Interest and penalties, if any, are included in expenses in the consolidated statements of activities. As of December 31, 2016 and 2015, the Organization had no uncertain tax positions that qualify for recognition or disclosure in the consolidated financial statements. The Organization is generally no longer subject to U.S. federal and state income tax examinations by tax authorities for years before 2013. X X X X X 1 American Philanthropic LLC 18 North Church St 2 West Chester PA 19382 Grant solicitation assistance 0 0 26958 -26958 26958 -26958 AK AL AR CA CO CT FL GA HI IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV 1 SM Wright Foundation 9213 Sovereign Row Dallas TX 75247 311613179 501(c)(3) 32000 Program Support 1 0 Part I, Line 2: Grant funds were paid pursuant to an agreement requiring the recipient to expend the funds for exclusively for 501(c)(3) purposes. The organization reviews the recipient's Form 990, IRS tax-exemption letter, articles of incorporation, by-laws, and validates the recipient's tax ID #. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 Tim Phillips President 18883 250875 9100 120900 0 0 772 10250 1503 19968 30258 401993 0 0 Luke Hilgemann CEO 120421 125337 98000 102000 0 0 5194 5406 10521 10950 234136 243693 0 0 Slade O'Brien VP/Grassroots Leadership A 150518 6272 52800 2200 0 0 2599 108 14250 595 220167 9175 0 0 Brent Gardner VP/Government Affairs 1714 169664 1000 99000 0 0 109 10799 74 7343 2897 286806 0 0 Teresa Oelke VP, State Operations 58136 118034 28050 56950 0 0 2511 5097 4358 8847 93055 188928 0 0 Christopher Fink COO 155518 83740 58500 31500 0 0 6140 3306 14931 8040 235089 126586 0 0 John Pike VP of Technology 51277 108963 14400 30600 0 0 2094 4449 5121 10883 72892 154895 0 0 Victor Bernson Secretary, VP & General Counsel 128852 66379 26400 13600 0 0 6450 3323 5201 2679 166903 85981 0 0 Alex Guerreiro VP of HR 68762 146120 19200 40800 0 0 3185 6769 6784 14416 97931 208105 0 0 Sean Lansing Chief Operating Officer 56176 91656 20900 34100 0 0 3209 5237 2729 4451 83014 135444 0 0 Chase Downham Regional Director 55531 94552 27750 47250 0 0 2433 4143 8999 15323 94713 161268 0 0 Dustin Zvonek Regional Director 73280 73280 37500 37500 0 0 4615 4615 10092 10092 125487 125487 0 0 Mark Lucas Regional Director 82862 67796 41250 33750 0 0 5117 4186 251 206 129480 105938 0 0 Phillip Joffrion Regional Director 52272 85286 24700 40300 0 0 0 0 5333 8701 82305 134287 0 0 Part I, Line 1a First class travel may be provided if there are last minute flight changes or there is no other available travel alternative. All travel is for a bona fide business purpose. Part I, Line 7 The Organization pays out discretionary bonuses. i360 LLC Controlled entity of substantial contributor, Freedom Partners 168904 Fees paid for media services 0 Arch Properties Company David Koch, Chairman has greater than 35% ownership 225270 Fees paid for facilities rent 0 X 8 576939 Fair market value X Software licenses 1 554339 0 1 0 Part I, Column (b): The number of contributions represent the number of contributions received, not the number of items donated. Form 990, Part V, Line 2a, Part VII, Part IX, Lines 5-10 and Schedule J The filing organization shares employees with Americans for Prosperity, a related organization. The filing organization handles all applicable filings with the IRS. Compensation paid to individuals working for both organizations is reported in Part VII, Part IX and Schedule J based on the percentage of time devoted to each respective organization. Part VII, Columns D and E need to be added together in order to tie out to Form W-2, Box 5 wages. Form 990, Part VI, Section B, line 11b The Form 990 is prepared by an independent CPA firm. The COO, VP of Finance, Treasurer, and General Counsel review in detail Form 990 prior to sending to the board. The 990 is then distributed to the audit committee, acting on behalf of the board for review and questions prior to filing with the IRS. Form 990, Part VI, Section B, line 12c The Organization has in place a conflict of interest policy covering all staff, directors and officers that it monitors through the quarterly meetings of the Board of Directors' Audit Committee and an annual employee survey. Should a conflict be disclosed, it is addressed by company management or the board, as appropriate. Form 990, Part VI, Section B, line 15 The CEO reviews compensation for officers and other key employees. Substantiation of compensation is included in personnel files. This process was last completed during the tax year for all officers of the organization. Form 990, Part VI, Section C, line 19 The organization makes available to the public documents required by law to be made publicly available in accordance with IRS procedures. Form 990, Part VIII, Line 7a/7b The organization has a policy whereby all contributed securities are immediately sold through the broker that receives those contributions on the organization's behalf. Form 990, Part XII, Line 2c The organization's Audit Committee assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process has not changed since the prior year. PRDIST LLC 1310 N Courthouse Rd Ste 700 Arlington VA 22201 273120702 Educate and mobilize citizens VA Americans for Prosperity Americans for Prosperity 1310 N Courthouse Rd Ste 700 Arlington VA 22201 753148958 Educate and mobilize citizens DC 501(c)(4) Americans for Prosperity Foundation 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 Americans for Prosperity N 5358815 Market Value Americans for Prosperity O 22364717 Market Value Americans for Prosperity P 3966958 Cost