2015-11-11T18:29:53-06:00 2014-12-31 363990892 Capin Crouse LLP 972 Emerson Parkway STE A Greenwood IN 46143 990 2014-01-01 521527294 Americans for Prosperity Foundation AMER 7032243200 2111 Wilson Boulevard No 350 Arlington VA 22201 Luke Hilgemann CEO 7032243200 2015-11-11 1 David C Moja P00747006 3178852620 2014 2016-02-25 16:41:14Z Tim Phillips 2111 Wilson Boulevard No 350 Arlington VA 22201 23284137 0 X www.americansforprosperityfoundation.org X 1987 DE Educate US persons to increase awareness about a free economy 6 4 948 500 0 0 12976019 21461641 332213 1704975 2232 117521 0 0 13310464 23284137 39250 82403 0 0 10664964 10581709 56930 78853 3150113 6939848 10263844 17700992 21006809 -4390528 2277328 8012392 10330200 1773194 1813674 6239198 8516526 Educate US persons to increase awareness of the operation and value of a free economy. 0 0 8514484 82403 1704975 State chapters - educate the American Public to increase awareness of state government impact on the operation and value of a free economy. 5164925 National office - educate the American Public to increase awareness of the federal government's impact on the operation and value of a free economy. 13679409 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 1 1 1 0 0 0 1 1 0 1 0 1 X 138 0 1 948 1 0 0 0 0 0 0 0 0 0 0 X 6 4 1 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 DC FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X Robert Heaton 7032243200 2111 Wilson Boulevard No 350 Arlington VA 22201 David Koch Chairman 2.00 X X 0 0 0 Nancy Pfotenhauer Director 2.00 2.00 X X 0 0 0 Dr Richard Fink 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 Mark Holden Director (Partial year) 2.00 2.00 X 0 0 0 Tim Phillips President 32.00 18.00 X 253219 142436 39909 Luke Hilgemann Chief Operating Officer 36.00 14.00 X 245442 100251 32894 Robert Heaton CFO 27.00 23.00 X 136516 121062 13819 Teresa Oelke VP, State Operations 22.00 28.00 X 101596 134674 34703 Christopher Fink VP, Development 11.00 39.00 X 62096 233598 37877 Slade O'Brien VP/Grassroots Leadership Academy 37.00 13.00 X 142710 50141 26371 Victor Bernson VP & General Counsel 43.00 7.00 X 154811 90921 20205 Jennifer Stefano VP of Value Added Events 36.00 14.00 X 127247 49485 7579 Nolan Ingebrigtson Interim CFO (Partial year) 25.00 25.00 X 49398 0 3025 Dennis Vegas CMO 25.00 25.00 X 72513 75473 8781 Adam Stryker Interim CTO 18.00 32.00 X 71985 127973 31918 Derrick Sontag Senior Regional Director 30.00 20.00 X 110512 76797 10803 Robert Stuber Director of Development - 11.00 39.00 X 35644 134088 17378 David From State Director 34.00 16.00 X 105745 52083 32460 Chase Downham Regional Director 14.00 36.00 X 46408 119336 22305 Mark Lucas Regional Director 9.00 41.00 X 26740 130553 2474 John Flynn Former General Counsel 50.00 0.00 X 46708 61916 4719 1789290 1700787 347220 14 1 1 1 WizBang Solutions 6747 E 50th Avenue Commerce City CO 80022 Print & Mail Design, Distribution 1072900 i360 LLC PO Box 37046 Baltimore MD 21297 Media 940405 Segale Travel Service 2321 W March Lane Ste A Stockton CA 95207 Travel Services 316207 Exact Target Inc 20 North Meridian St Suite 200 Indianapolis IN 46204 Marketing and Communications 219191 Tray PML PO Box 1360 Glen Burnie MD 21061 Marketing 201556 15 X 21461641 1081824 21461641 Program Service Charge 900099 1686464 1686464 Registration Fees 900099 18511 18511 1704975 1417 1417 3104 113000 0 0 3104 113000 116104 116104 23284137 1704975 0 117521 82403 82403 1500727 625153 529254 346320 48738 48738 7314829 4661988 859491 1793350 123620 52024 10391 61205 489399 399659 80211 9529 1104396 666724 279341 158331 231382 7059 210767 13556 58074 58074 78853 78853 970767 377333 535948 57486 1922716 1915194 2365 5157 2154089 1641323 406872 105894 356789 119017 167985 69787 1162431 680216 419746 62469 2692922 1927904 419429 345589 307663 291356 13255 3052 236663 161534 47235 27894 Equipment leasing 51763 40703 10476 584 Taxes, licenses, fees 50094 6723 37238 6133 Membership Dues 27934 22414 4544 976 40557 682 35927 3948 21006809 13679409 4177287 3150113 5692856 3393032 1500000 6338 103 322474 425350 2184766 1034487 1125566 1150279 865158 3861436 8012392 10330200 1210855 1159977 562339 653697 1773194 1813674 X 5960473 8287450 278725 229076 6239198 8516526 8012392 10330200 2277328 0 X X 0 1 X 1 0 X 16922075 24846639 22234000 12976019 21461641 98440374 16922075 24846639 22234000 12976019 21461641 98440374 24471630 73968744 69499 45704 6199 2232 1417 125051 1617 2696 4313 98569738 3058990 0.75040 0.71890 X Schedule A, Part II, Line 10, Explanation of Other Income: Other income - 2010 Amount: $ 1,617. 2011 Amount: $ 2,696. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 21006809 21006809 1000000 250000 0 0 1000000 1000000 1500000 250000 250000 500000 750000 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 12/31/14. 404024 302137 101887 391032 198278 192754 1389710 534072 855638 1150279 Deposits 315860 Due from affiliate 3545576 3861436 Due to affiliate 653697 653697 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, 2014 and 2013, 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 2010. X X X X X 1 Strive Communications 11921 Freedom Drive Suite 550 Reston VA 20191 0 0 5305 -5305 iWave Information Systems 28 Hillstrom Avenue Charlottetown CA C1E 2C5 0 0 5245 -5245 Aptaria Inc 8300 Greensboro Dr 800 McLean VA 22102 0 0 5180 -5180 American Philanthropic LLC 18 North Church St 2 West Chester PA 19382 Grant solicitation assistance 0 0 63123 -63123 78853 -78853 1 Nevada Policy Research Institute 7130 Placid Street Las Vegas NV 89119 880276314 501 (c) 3 29500 Program Support 1 0 Part I, Line 2: Grant funds were paid pursuant to an agreement requiring the recipient to expend the funds for appropriate 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 1 0 0 0 0 0 0 1 0 Tim Phillips President 173219 97436 80000 45000 0 0 10735 6038 14807 8329 278761 156803 0 0 Luke Hilgemann Chief Operating Officer 138942 56751 106500 43500 0 0 6981 2851 16374 6688 268797 109790 0 0 Robert Heaton CFO 83516 74062 53000 47000 0 0 0 0 7324 6495 143840 127557 0 0 Teresa Oelke VP, State Operations 71496 94774 30100 39900 0 0 4981 6603 9941 13178 116518 154455 0 0 Christopher Fink VP, Development 46346 174348 15750 59250 0 0 3103 11673 4851 18250 70050 263521 0 0 Slade O'Brien VP/Grassroots Leadership Academy 105710 37141 37000 13000 0 0 2397 842 17118 6014 162225 56997 0 0 Victor Bernson VP & General Counsel 123311 72421 31500 18500 0 0 5571 3272 7158 4204 167540 98397 0 0 Jennifer Stefano VP of Value Added Events 98447 38285 28800 11200 0 0 5181 2015 276 107 132704 51607 0 0 Nolan Ingebrigtson Interim CFO (Partial year) 36898 0 12500 0 0 0 1510 0 1515 0 52423 0 0 0 Dennis Vegas CMO 60263 62723 12250 12750 0 0 0 0 4303 4478 76816 79951 0 0 Adam Stryker Interim CTO 53985 95973 18000 32000 0 0 3192 5675 8298 14753 83475 148401 0 0 Derrick Sontag Senior Regional Director 86912 60397 23600 16400 0 0 2148 1493 4226 2936 116886 81226 0 0 Robert Stuber Director of Development - 29344 110388 6300 23700 0 0 2184 8216 1465 5513 39293 147817 0 0 David From State Director 82295 40533 23450 11550 0 0 6249 3078 15499 7634 127493 62795 0 0 Chase Downham Regional Director 32408 83336 14000 36000 0 0 2517 6473 3729 9586 52654 135395 0 0 Mark Lucas Regional Director 19090 93203 7650 37350 0 0 362 1767 59 286 27161 132606 0 0 John Flynn Former General Counsel 46708 61916 0 0 0 0 2013 2669 16 21 48737 64606 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 4a John Flynn, former General Counsel, received a severance payment in the amount of 113,343 during the tax year. Part I, Line 7 The Organization pays out discretionary bonuses. Form 990, Part VII, Line 5 - Compensation from Unrelated Organization Nolan Ingebrigtson, Interim CFO, received the following compensation from an unrelated organization, Center for Shared Services Trust, for services provided to Americans for Prosperity Foundation: Base Salary - 36,898 Bonus - 12,500 Deferred Compensation - 1,510 Other Nontaxable benefits (health and dental insurance) - 1,515 Christopher Fink Family relationship with Director, Richard Fink 70050 Employee compensation. Note: As a Member of the Board of Directors, Richard Fink excuses himself from compensation related decisions involving Christopher Fink. 0 Americans for Prosperity Entity more than 35% controlled by Americans for Prosperity Foundation 3115505 Foundation reimbursement to AFP for expenses 0 Americans for Prosperity Entity more than 35% controlled by Americans for Prosperity Foundation 16513524 Payment received from AFP for services 0 Americans for Prosperity Entity more than 35% controlled by Americans for Prosperity Foundation 1486217 Fee charged to AFP for services provided 0 Americans for Prosperity Entity more than 35% controlled by Americans for Prosperity Foundation 113000 Sale of DAD Summit to AFP 0 X 2000 Fair market value X 6 1079824 Fair market value 0 1 0 Part I, Column (b): The number of contributors represents the number of contributions received. 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 togethter in order to tie out to Form W-2, Box 5 wages. Form 990, Part VI, Section A, line 2 Richard Fink and David Koch - Business Relationship Richard Fink and Christopher Fink - Family Relationship Form 990, Part VI, Section B, line 11 The Form 990 is prepared by an independent CPA firm. The COO, Treasurer, and general counsel review 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 board, or committee thereof, reviews comparative entities to determine reasonable compensation levels for the CEO and other officers and key employees of the organization. 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 2111 Wilson Blvd 350 Arlington VA 22201 273120702 Educate and mobilize citizens VA 0 0 Americans for Prosperity Americans for Prosperity 2111 Wilson Blvd 350 Arlington VA 22201 753148958 Educate and mobilize citizens DC 501(c)(4) Americans for Prosperity Foundation 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 Americans for Prosperity N 2606070 Market Value Americans for Prosperity O 15393671 Market Value Americans for Prosperity P 3115505 Cost Americans for Prosperity G 113000 Market Value