2015-05-13T11:15:59-05:00 2013-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2013-01-01 521349353 FreedomWorks Inc FREE 2027833870 400 North Capitol Street NW No 765 Washington DC 20001 James Cardillo Chief Financial Officer 2027833870 2015-05-13 1 Nicole M Prince CPA P01315245 7038930300 2015-05-13 2013 2016-02-25 16:41:14Z X Matt Kibbe 400 North Capitol Street NW No 765 Washington DC 20001 11694448 0 X www.freedomworks.org X 1984 DC To educate, build, and mobilize the largest network of activists advocating for principles of smaller government, lower taxes, free markets, personal liberty, and the rule of law. 8 7 79 2860000 5881 -8065 14787315 9611567 265554 0 -45 117 7185 48913 15060009 9660597 30000 0 0 0 2788167 2058764 84832 361034 1374394 12688973 8464348 15591972 10884146 -531963 -1223549 7571717 5615836 2202084 1469752 5369633 4146084 X FreedomWorks recruits, educates, trains and mobilizes grassroots activists to advance the ideas of lower taxes, less government and more freedom. FreedomWorks is a public policy, education and advocacy organization focused on fiscal, economic and personal liberty issues. 0 0 5057972 12669 Public Education: Use of various media, including mail, email, embedded programming and other means to advocate, promote, educate, train, equip and mobilize our donors and activists about limited government at the local, state and federal level. 1470280 35900 Public Affairs, Public Policy and Government Affairs: To include traditional media outreach, through TV radio and interviews, opinion editorials, and online/new media outreach through blogging, social networking, paid advertising, and development of activist networking platform. Track legislation on Capitol Hill, analyze bills and alert FreedomWorks donors and activists when issues of interest become relevant. Publish voting records of Congress on key votes. 837757 Meetings and Events: This program is responsible for all event planning for FreedomWorks and its entities both nationally and regionally. Events include FreePAC's, National and Regional Activist Fly-In's as well as mobilizing and activating donors and activists across the country for FreedomWorks' sponsored functions. 868764 Grassroots Mobilization: Training, equipping and mobilizing our donors and activists across the country to advocate for limited government at the local, state and federal level. 67108 Political Campaign Activities: Provide service center for grassroots activists to help elect limited government conservatives to elected office. Engages in campaigns in support of candidates who support a pro-freedom agenda. 687679 Strategic Planning and Research: Development of strategic research and planning promoting consumer-focused economic policies in U.S and international economic markets including, regulatory policy, fiscal policy, health care policy, tax policy, energy, environmental policies and other mission-related issues. 1623551 8989560 0 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 1 90 0 1 79 1 1 1 0 0 0 1 1 0 X 8 7 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR AZ CT DC FL GA HI IL KS KY ME MD MA MN MS MO NH NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI NJ CO NV X The Organization 2027833870 400 North Capitol Street NW Ste 765 Washington DC 20001 Robert TE Lansing Chairman 1.00 1.00 X X 0 0 0 Matt Kibbe President & CEO 11.00 29.00 X X 95654 258619 30100 Ted Abram Board Member 1.00 1.00 X 0 0 0 Hon James H Burnley Board Member (resigned March 2013) 1.00 X 0 0 0 Frank M Sands Board Member 1.00 1.00 X 0 0 0 Steve Forbes Board Member 1.00 1.00 X 0 0 0 Honorable C Boyden Gray Board Member (resigned March 2013) 1.00 1.00 X 0 0 0 Thomas Knudsen Board Member 1.00 X 0 0 0 Richard J Stephensen Board Member 1.00 X 0 0 0 Mary Albaugh Board Member 1.00 X 0 0 0 Wayne Brough VP of Research/Secretary 1.00 39.00 X 2948 144466 12723 Lucas Blanchard CFO & Treasurer 18.00 22.00 X 69695 81816 13237 Adam Brandon Executive Vice President 20.00 20.00 X 101285 97314 13755 David Kirby VP of Development 15.00 25.00 X 54649 89163 22924 Dean Clancy VP Healthcare Policy/Legis. Counsel 18.00 22.00 X 78584 100015 26836 Richard Walker VP Political & Grassroots Campaigns 26.00 14.00 X 93130 52385 23467 Andrew Smith VP of Member Marketing 27.00 13.00 X 85154 41941 22634 Kara Pally Director of Web and Technology 22.00 18.00 X 58544 47901 23232 639643 913620 188908 9 0 1 0 Rebecca Hagelin Communications & Marketi 4572 25th Rd North Arlington VA 22207 Advertising services 2353775 Terra Eclipse Inc 600 F Street NW Suite 400 Washington DC 20004 Website Design 1153749 Facebook 15161 Collections Center Drive Chicago IL 60693 Advertising Services 729779 Mercury Radio Artists 1133 6th Avenue 34th FL New York NY 10036 Advertising Services 443650 Morgan Meredith & Associates 22780 Indian Creek Dr Ste 100 Dulles VA 20166 Direct Mail and Marketing Services 364208 17 9611567 9611567 117 117 41039 35900 5139 27083 27083 0 1999980 1999980 0 12669 6788 5881 5881 Other income 900099 1993 1993 1993 9660597 37893 5881 5256 291069 208736 33571 48762 1482310 1083882 145200 253228 44977 32887 4406 7684 113362 82892 11104 19366 127046 92895 12445 21706 298797 267579 22239 8979 205868 205868 361034 361034 753807 616899 10305 126603 3107808 2917317 11 190480 1742091 1318169 17560 406362 526928 493735 6425 26768 290717 233125 3776 53816 409132 350941 831 57360 564287 559656 964 3667 447808 337093 40348 70367 41641 30468 4072 7101 Publication costs 64478 60431 4047 Miscellaneous 6810 5303 719 788 Dues & registrations 4176 3178 348 650 Prof. fundraising alloc 0 294374 -294374 10884146 8989560 520192 1374394 X 1760384 1329233 0 431151 1879822 2117203 5000 11230 4557 48203 41916 342573 193983 4666260 1856923 2246040 2809337 1999980 0 1043869 443840 7571717 5615836 1613550 951081 588534 518671 2202084 1469752 X 5369633 4146084 5369633 4146084 7571717 5615836 -1223549 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67108 67108 67108 1 Part I-A, Line 1: FreedomWorks sponsors a political action committee and a SuperPAC. 653469 205559 447910 4012791 1651364 2361427 2809337 Due from related organizations 443840 443840 Deferred rent 402680 Capital lease 115991 518671 X Part X, Line 2: FreedomWorks had no significant uncertain tax positions for the year ended December 31, 2013. X X X X 1 HSP Direct 13755 Sunrise Valley Drive Suite Herndon VA 20171 Direct Mail Creative Advice 0 2035306 303935 1731371 Stephen Clouse & Associates Inc 43538 Golden Meadow Circle Ashburn VA 20147 Creative Advice 0 928926 8387 920539 Clearword Communication Group Inc 12841 Braemar Village Plaza 51 Bristow VA 20136 Direct Mail Creative Advice 0 351441 45453 305988 3315673 357775 2957898 AL AK AR AZ CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI NV X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 Matt Kibbe President & CEO 92715 250674 81 219 2858 7726 3224 8718 4903 13255 103781 280592 0 0 Wayne Brough VP of Research/Secretary 2940 144060 0 0 8 406 95 4655 159 7814 3202 156935 0 0 Lucas Blanchard CFO & Treasurer 69491 81576 138 162 66 78 2821 3312 3268 3836 75784 88964 0 0 Adam Brandon Executive Vice President 101050 97088 153 147 82 79 3570 3430 3445 3310 108300 104054 0 0 David Kirby VP of Development 54480 88888 114 186 55 89 2280 3720 6431 10493 63360 103376 0 0 Dean Clancy VP Healthcare Policy/Legis. Counsel 78333 99696 132 168 119 151 3256 4144 8552 10884 90392 115043 0 0 Richard Walker VP Political & Grassroots Campaigns 92765 52180 192 108 173 97 3840 2160 11179 6288 108149 60833 0 0 Part I, Line 1a Social Club Dues: FreedomWorks pays for a social club for its President to conduct meetings and discuss business matters. Theresa Kibbe President's spouse 22223 Senior Advisor 0 Form 990, Part VI, Section A, line 4 Amended and Restated By-Laws adopted March 20, 2013. Form 990, Part VI, Section B, line 11 Form 990 is prepared by an independent CPA firm and draft copy is provided to the Organization's senior staff, outside general counsel and all board members for review. All comments after reviews are compiled and discussed with CPA firm for editing. After edits are made, final version of Form 990 is provided to the President, Treasurer, and Management Committee for final review. Once reviewed, the President is provided the final 990 for signature and filing. Form 990, Part VI, Section B, line 12c Governance and Ethics Policy is reviewed and adopted annually by the Board of Directors and employees. FreedomWorks directors and employees shall disclose annually to the Secretary any direct conflict between their own individual interests and those of FreedomWorks. If such a conflict does exist, the director or employee shall provide the Secretary written notice of such relationship and shall refrain from acting on any issue with respect to which the director or employee is conflicted. Form 990, Part VI, Section B, line 15 The process includes completion of an independent compensation study on a periodic basis, based on a compilation of competitive data representing similar organizations. This information is then presented to the compensation committee at a semi-annual Board meeting to discuss and vote on. This process includes compensation for the CEO or any person deemed a disqualified person under Internal Revenue Code Section 4958. The process for determining compensation of other officers or key employees of the organization is determined by the President. Form 990, Part VI, Section C, line 18 FreedomWorks makes its Form 1024 available upon request. FreedomWorks makes available a public disclosure copy of its Federal Form 990 upon request and it is available on Guidestar. Form 990, Part VI, Section C, line 19 FreedomWorks makes its governing documents, certain policies (including conflict of interest policy) and financial statements available upon request based on discretion of management. Form 990, Part XII, Line 2C: FreedomWorks has an audit committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. Form 990, Amended: The Organization's 990 has been amended to appropriately reflect omitted supplemental joint cost allocation information on Part IX, line 26, of the Statement of Functional Expenses. FreedomWorks Foundation 400 North Capitol Street NW 765 Washington DC 20001 521526916 Research and education of consumer-focused economic policies. 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