2015-08-13T18:46:25-05:00 2014-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2014-01-01 521526916 FreedomWorks Foundation Inc FREE 2027833870 400 North Capitol Street NW No 765 Washington DC 20001 Adam Brandon CEO 2027833870 2015-08-17 1 Nicole M Prince CPA P01315245 7038930300 2015-08-06 2014 2016-02-25 16:41:14Z Adam Brandon 400 North Capitol Street NW No 765 Washington DC 20001 6003453 0 X www.foundation.freedomworks.org X 1989 DC We exist to engage and educate Americans across all demographics on the principles of smaller government, lower taxes, free markets, personal liberty, and the rule of law. 5 4 67 2930000 0 0 5428534 5890283 0 0 -245 -4688 2175 1370 5430464 5886965 5000 0 0 0 2404780 1885882 19041 5498 504902 6714944 4005193 9143765 5896573 -3713301 -9608 1294519 1723073 399428 795366 895091 927707 X FreedomWorks Foundation improves the well-being of American consumers through the promotion and support of economic education. FreedomWorks Foundation advances the ideas of lower taxes, less government and more freedom by educating and training citizens. 0 0 1799610 Public Education: Use of various media, including mail, email, embedded programming and other means to educate the public about limited government. 1517064 Strategic Planning & 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. 1131202 Public Affairs: Promoting interest in the Foundation's public policy research and education through media advisories, TV and radio interviews, op-ed columns, blogging, social networking, paid advertising, and networking platform for interested donors and activists of the public. 327210 Research & Public Education: Instruct donors and activists on reform of federal and state policies in areas such as tax policy, fiscal policy, health care policy, energy and environmental policies, education and other mission-related issues. 191823 Meetings & Events: This program is responsible for all event planning for the Foundation both nationally and regionally to educate attendees on public policy issues. 519033 4966909 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 1 0 1 0 0 67 1 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CO CT DC FL GA IL KS KY ME MD MA MI MN NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI HI MS NV X The Organization 2027833870 400 North Capitol Street NW Suite Washington DC 20001 Matt Kibbe President 20.00 20.00 X X 176758 176758 27226 Robert T E Lansing Board Chair 1.00 1.00 X X 0 0 0 Joan Carter Board Member 1.00 X 0 0 0 Michael Darland Board Member 1.00 X 0 0 0 Ted Abram Board Member 1.00 1.00 X 0 0 0 Wayne Brough VP of Research/Secretary 38.00 2.00 X 138776 8859 12241 Lucas Blanchard VP of Operations & Treasurer 17.00 23.00 X 72534 96150 10284 James Cardillo Chief Financial Officer & Treasurer 17.00 23.00 X 1717 2277 0 Adam Brandon Executive Vice President 19.00 21.00 X 95159 103089 11148 Allen Page State Director 7.00 33.00 X 17454 85220 14505 John Campbell Digital Marketing Director 20.00 20.00 X 74517 71595 8335 Andrew Smith VP of Member Marketing 11.00 29.00 X 36205 97887 17518 Kara Pally Director of Web and Technology 16.00 24.00 X 52556 82204 16367 665676 724039 117624 2 0 1 0 Rebecca Hagelin Communications & Marketi 4572 25th Road North Arlington VA 22207 Advertising Services 922502 Terra Eclipse 600 F Street NW Suite 400 Washington DC 20004 Website Design 275249 Pinkston Group 5270 Shawnee Rd Suite 102 Alexandria VA 22312 Public Relations Services 223469 CCI News Services Inc COX Media Group 6205 Peachtree Dunw Atlanta GA 30328 Rental Services 216105 Cuccinelli & Associates PLLC 10560 Main Street Suite 218 Fairfax VA 22030 Legal Services 208836 7 5890283 87099 5890283 29388 29388 0 0 82412 87100 -4688 -4688 -4688 Other income 900099 1370 1370 1370 5886965 1370 0 -4688 519840 382498 60369 76973 1150026 842471 137968 169587 24465 17922 2935 3608 98626 72250 11832 14544 92925 68074 11148 13703 282227 257239 18172 6816 59052 59052 5498 5498 184 184 456369 417077 29160 10132 1333249 1328597 4056 596 161885 110052 14950 36883 628624 617937 3100 7587 239462 197767 2499 39196 169624 127961 718 40945 123541 119792 865 2884 490027 358978 58788 72261 41730 30570 5006 6154 Dues and registrations 19062 12755 3879 2428 Miscellaneous 157 76 81 Prof. fundraising alloc 0 4893 -4893 5896573 4966909 424762 504902 X 60906 43753 0 17153 827820 1237864 76652 51613 1250 1677 898 388797 431021 1294519 1723073 399428 795366 399428 795366 X 55995 353341 839096 574366 895091 927707 1294519 1723073 -9608 42224 0 X X 0 1 X 1 0 X 4485499 9523649 7591954 5428534 5890283 32919919 4485499 9523649 7591954 5428534 5890283 32919919 4495641 28424278 72 6101 1 31822 29388 67384 16489 350 1809 2175 1370 22193 33009496 0.86110 0.86190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 Private equity, restricted use 431021 F 431021 Due to related organization 795366 795366 X 5958393 42224 -184 42040 5916353 -29388 -29388 5886965 5925777 29388 29388 5896389 184 184 5896573 Part X, Line 2: Management has evaluated the Foundation's tax positions and has concluded that the Foundation has taken no uncertain tax positions that qualify for either recognition or disclosure in the accompanying financial statements. Part XI, Line 2d - Other Adjustments: Investment management fees -184. Part XI, Line 4b - Other Adjustments: Rental expenses -29,388. Part XII, Line 2d - Other Adjustments: Rental expenses 29,388. Part XII, Line 4b - Other Adjustments: Investment management fees 184. X X X X 1 Clearword Communications Group Inc 10302 Bristow Center Drive 51 Bristow VA 20136 Direct Mail Creative Advice 0 164380 4000 160380 HSP Direct 20130 Lakeview Center Plaza Suite Ashburn VA 20147 Direct Mail Creative Advice 0 59615 1498 58118 223995 5498 218498 AL AK AR CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS MO NC ND NH NJ NM NV NY OK OR PA RI SC TN UT VA WA WV WI OH X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 Matt Kibbe President 171472 171472 0 0 5286 5286 5200 5200 8413 8413 190371 190371 0 0 Wayne Brough VP of Research/Secretary 138079 8814 0 0 697 45 4465 285 7042 449 150283 9593 0 0 Lucas Blanchard VP of Operations & Treasurer 72479 96077 0 0 55 73 2873 3809 1549 2053 76956 102012 0 0 Adam Brandon Executive Vice President 95084 103008 0 0 75 81 3360 3640 1991 2157 100510 108886 0 0 John Campbell Digital Marketing Director 74464 71544 0 0 53 51 2263 2174 1988 1910 78768 75679 0 0 Andrew Smith VP of Member Marketing 36163 97774 0 0 42 113 1512 4088 3218 8700 40935 110675 0 0 Kara Pally Director of Web and Technology 52516 82141 0 0 40 63 2184 3416 4199 6568 58939 92188 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 74098 Senior Advisor 0 X 4 87099 Market Value 0 0 0 Form 990, Part VI, Section B, line 11 Form 990 is prepared by an independent CPA firm and draft copy is provided to Foundation 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. Board of directors and employees shall disclose annually to the Secretary any direct conflict between their own individual interests and those of FreedomWorks Foundation. 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 Foundation makes its Form 1023 available upon request. FreedomWorks Foundation 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 Foundation 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 Foundation has an audit commmittee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. FreedomWorks Inc 400 North Capitol Street NW 765 Washington DC 20001 521349353 See Schedule R, Part VII for full description. DC 501(c)(4) N/A 0 FreedomWorks PAC 400 North Capitol Street NW 765 Washington DC 20001 522204395 Political Action Committee VA 527 FreedomWorks 0 The FreedomWorks Fund 400 North Capitol Street NW 765 Washington DC 20001 201381918 Dormant DC 527 FreedomWorks 0 CSE FreedomWorks Inc 400 North Capitol Street NW 765 Washington DC 20001 521720193 Dormant DC 501(c)(4) FreedomWorks 0 FreedomWorks for America 400 North Capitol Street NW 765 Washington DC 20001 452737991 Political Action Committee DC 527 FreedomWorks 0 Citizens for a Sound Economy Inc 400 North Capitol Street NW 765 Washington DC 20001 202810833 Dormant DC FreedomWorks C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 FreedomWorks Inc M 997575 Tracked directly FreedomWorks Inc N 758877 Allocated based on employee time FreedomWorks Inc P 5114657 Tracked directly FreedomWorks Inc O 1885880 Tracked directly FreedomWorks Inc Q 19000 Tracked directly Schedule R, Part II: (a) Freedomworks, Inc. (b) Exists to build, educate, and mobilize the largest network of activists advocating the principles of smaller government, lower taxes, free markets, personal liberty, and the rule of law.