2013-05-15T13:13:20-05:00 2012-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2012-01-01 521349353 FreedomWorks Inc FREE 2027833870 400 North Capitol Street NW No 765 Washington DC 20001 Lucas Blanchard 2027833870 2013-05-15 1 Nicole M Simon CPA P01315245 7038930300 2012 2016-02-25 16:41:14Z Matt Kibbe 400 North Capitol Street NW No 765 Washington DC 20001 15113858 0 X www.freedomworks.org X 1984 DC FreedomWorks recruits, educates, trains and mobilizes grassroots activists to advance the ideas of lower taxes, less government and more freedom. 6 5 83 2300000 -1754 0 9991964 14787315 0 265554 155 -45 53663 7185 10045782 15060009 900040 30000 0 0 2230561 2788167 66454 84832 972878 4466543 12688973 7663598 15591972 2382184 -531963 7089540 7571717 1187944 2202084 5901596 5369633 X Public policy, advocacy and educational organization that focuses on fiscal and economic issues. 1 0 6077965 Public Education: Use of various media, including mail, email, embedded programming and other means to advocate, promote, educate, train, equip and mobilize our members about limited government at the local, state and federal level. 2698083 6706 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 members when issues of interest become relevant. Publish voting records of Congress on key votes. 2395947 260408 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 volunteers across the country for FreedomWorks' sponsored functions. 1093843 Grassroots Mobilization: Training, equipping and mobilizing our members across the country to advocate for limited government at the local, state and federal level. 927025 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. 763904 30000 3392 Strategic Planning and Research: Strategic development, planning and research on various programs aimed at promoting consumer-focused economic policies in both domestic and international economic markets including, regulatory policy, fiscal policy, health care policy, tax policy and energy and environmental policies and other mission related issues. 2784772 30000 3392 13956767 0 1 1 1 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 0 1 0 0 0 0 1 1 1 0 1 131 0 1 83 1 0 0 0 0 1 1 0 X 6 5 1 0 0 0 1 1 1 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 X The Organization 2027833870 Organizations address Washington DC 20001 Hon Richard K Armey 20.00 20.00 X X 244562 244562 0 Matt Kibbe 11.00 29.00 X X 118853 321343 29701 Hon James H Burnley 1.00 0.00 X 0 0 0 Thomas Knudsen 1.00 0.00 X 0 0 0 Richard J Stephenson 1.00 0.00 X 0 0 0 Mary Albaugh 1.00 0.00 X 0 0 0 Hon C Boyden Gray 1.00 1.00 X 0 0 0 Judith Mulcahy 22.00 18.00 X 43700 35755 4105 Wayne Brough 9.00 31.00 X 32517 115289 12627 Lucas Blanchard 22.00 18.00 X 42506 34778 6586 David Kirby 21.00 19.00 X 72623 67036 20848 Adam Brandon 20.00 20.00 X 83825 80538 14537 Max Pappas 30.00 10.00 X 105156 33207 20576 Richard Walker 40.00 0.00 X 139223 0 23481 Dean Clancy 12.00 28.00 X 50716 112884 24507 Andrew Smith 24.00 16.00 X 75671 50447 18511 Ryan Hecker 39.60 0.40 X 121827 1230 19513 Mary Byrne 20.00 20.00 X 71334 71334 5902 1202513 1168403 200894 15 1 1 0 Rebecca Hagelin Communications & Marketi LLC4572 25th Rd North Arlington VA 22207 Advertising services 3033964 Terra Eclipse Inc 9043 Soquel Dr Aptos CA 95003 Website Design 1199978 Facebook 15161 Collections Center Drive Chicago IL 60693 Advertising Services 806475 FT Travel - Marin County 700 Airport Blvd STE 360 Burlingham CA 94010 Event services 613947 Stephen Clouse & Associates Inc 22780 Indian Creek Drive 100 Dulles VA 20166 Direct Mail & Marketing Services 511608 24 14787315 27000 14787315 Registration fees 900099 265554 265554 265554 42 42 6706 6706 26913 27000 -87 -87 -87 25095 26849 -1754 -1754 Other income 900099 2233 2233 2233 15060009 274493 -1754 -45 30000 30000 673518 517593 83226 72699 1699241 1361205 105672 232364 54698 43816 3402 7480 191082 153069 11883 26130 169628 135883 10549 23196 223615 133296 65263 25056 261124 261124 84832 84832 9 9 1053556 964573 5343 83640 5163160 5121854 41306 1414407 1092025 32335 290047 1327656 1273676 35050 18930 297968 251657 14771 31540 1146387 1094158 5532 46697 1331243 1318484 2354 10405 253915 210404 13878 29633 40193 32138 2569 5486 Publication costs 155551 146413 9138 Dues & registrations 15796 6427 9356 13 Miscellaneous 4393 1280 11 3102 Prof. fundraising alloc 0 68816 0 -68816 15591972 13956767 662327 972878 X 1365570 1045587 0 319983 4123668 1879822 78000 2804 11230 48203 353084 342573 3421952 1175912 1080344 2246040 5 1999980 1451635 1043869 7089540 7571717 792607 1613550 395337 588534 1187944 2202084 X 5823596 5369633 78000 0 5901596 5369633 7089540 7571717 -531963 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 927025 927025 927025 0 1 0 0 Organizations Direct and Indirect Political Campaign Activities: Part I-A, Line 1: FreedomWorks sponsors a political action committee and a SuperPAC. 646475 113453 533022 2775477 1062459 1713018 0 2246040 Due from related organizations 1043869 1043869 Deferred rent 444538 Capital lease 143996 588534 X Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: FreedomWorks had no significant uncertain tax positions for the year ended December 31, 2012. X X X X 1 Clearword Communication Group Inc 12841 Braemar Village Plaza 51 Bristow VA 20136 Direct Mail Creative Advice 0 1126779 56982 1069797 Stephen Clouse & Associates Inc 43538 Golden Meadow Circle Ashburn VA 20147 Creative Advice 0 933851 13845 920006 HSP Direct 13755 Sunrise Valley Drive Suite Herndon VA 20171 Direct Mail Creative Advice 0 177781 14005 163776 2238411 84832 2153579 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 1 Indiana Right to Life Inc 9465 Counselors Row Suite 200 Indianapolis IN 46240 351393803 501(c)(4) 30000 The purpose of the grant is general support of the organization's mission. 0 1 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: FreedomWorks reviews expenses to ensure they are in line with the proposed budget. X X X 1 1 X X X X X 1 0 0 0 0 0 0 0 0 Hon Richard K Armey 229167 229167 0 0 15395 15395 0 0 0 0 244562 244562 0 0 Matt Kibbe 88906 240375 27247 73668 2700 7300 3597 9726 4422 11956 126872 343025 0 0 Wayne Brough 30951 109736 1479 5244 87 309 1018 3608 1760 6241 35295 125138 0 0 David Kirby 72075 66531 476 439 72 66 2210 2040 8631 7967 83464 77043 0 0 Adam Brandon 83291 80025 467 448 67 65 3273 3144 4141 3979 91239 87661 0 0 Max Pappas 89551 28279 11400 3600 4205 1328 4860 1535 10778 3403 120794 38145 0 0 Richard Walker 138049 0 915 0 259 0 5750 0 17731 0 162704 0 0 0 Dean Clancy 50352 112073 284 632 80 179 2085 4640 5512 12270 58313 129794 0 0 Mary Byrne 68542 68542 0 0 2792 2792 0 0 2951 2951 74285 74285 0 0 Part I, Line 1a First-class Travel/Travel for companions: Richard Armey - pursuant to terms of contract, flies first-class for business trips and, at times, with companion. Social Club Dues: FreedomWorks pays for a social club for its President to conduct meetings and discuss business matters. Part I, Line 4a Ms. Byrne, VP of Membership/Marketing, was terminated as of 12/31/11, but received severance payments throughout 2012. Details of Ms. Byrne's compensation is included on Form 990, Part VII and Schedule J, Part II. Theresa Kibbe President's spouse 23650 Senior Advisor 0 X 1 27000 Fair market value 0 0 0 New Program Services Form 990, Part III, line 2 Meetings and Events was added as a major program during 2012. See Form 990, Part III, line 4c for a description of this program. Form 990, Part VI, Section A, line 2 Richard Armey & Richard Stephenson Business relationship Form 990, Part VI, Section A, line 6 FreedomWorks has members, which are all in the same class. Form 990, Part VI, Section A, line 7a According to FreedomWorks bylaws, one member of the Board is to be elected by the members. Form 990, Part VI, Section A, line 7b All resolutions approved by the Board of Directors shall be submitted to the Board of Trustees for approval within forty eight hours of the close of the meeting at which such resolutions are adopted, and such resolution shall become effective when approved by a majority of the Board of Trustees. The initial Board of Trustees of the Corporation was comprised of three individuals designated by the Organization. The Board of Trustees shall thereafter be composed of at least three individuals. Vacancies, as they occur on the Board of Trustees by resignation, removal, death, incapacity, or the like of one or more of the members thereof, shall be filled by act of a majority of the remaining trustees, except that one member of the Board of Trustees shall be elected by the members. Form 990, Part VI, Section B, line 11 Form 990 is prepared by 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 and Treasurer for final review, signature and filing. Form 990, Part VI, Section B, line 12c Governance and Ethics Policy is signed 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, Chairman, 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. FreedomWorks Foundation 400 North Capitol Street NW 765 Washington DC 20001 521526916 Research and education of consumer-focused economic policies. DC 501(c)(3) 7 FreedomWorks 1 FreedomWorks PAC 400 North Capitol Street NW 765 Washington DC 20001 522204395 Political Action Committee VA 527 FreedomWorks 1 The FreedomWorks Fund 400 North Capitol Street NW 765 Washington DC 20001 201381918 Dormant DC 527 FreedomWorks 1 CSE FreedomWorks Inc 400 North Capitol Street NW 765 Washington DC 20001 521720193 Dormant DC 501(c)(4) FreedomWorks 1 FreedomWorks for America 400 North Capitol Street NW 765 Washington DC 20001 452737991 Political Action Committee DC 527 FreedomWorks 1 Citizens for a Sound Economy Inc 400 North Capitol Street NW 765 Washington DC 20001 202810833 Dormant DC Freedomworks C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 0 FreedomWorks Foundation L 971861 Tracked directly FreedomWorks Foundation N 392993 Allocated based on space used FreedomWorks Foundation O 2009702 Allocated based on employee time FreedomWorks Foundation P 2008663 Tracked directly FreedomWorks Foundation Q 7700000 Tracked directly FreedomWorks for America P 794822 Tracked directly FreedomWorks Foundation R 547702 Tracked directly