2012-06-12T00:12:52-05:00 2011-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2011-01-01 521349353 FreedomWorks Inc FREE 2027833870 400 North Capitol Street NW No 765 Washington DC 20001 Matt Kibbe 2027833870 2012-06-11 1 Nicole M Simon CPA P01315245 7038930300 2012-06-12 2011 2016-02-24 21:20:13Z Matt Kibbe 400 North Capitol Street NW No 765 Washington DC 20001 10061232 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 4 72 1500000 0 0 9128652 9991964 0 0 2459 155 119129 53663 9250240 10045782 0 900040 0 0 1388722 2230561 138494 66454 721802 6036778 4466543 7563994 7663598 1686246 2382184 3938063 7089540 417751 1187944 3520312 5901596 X Public policy, advocacy and educational organization that focuses on fiscal and economic issues. 0 0 1545651 Public Affairs, Public Policy and Government Affairs: To include traditional media outreach, through TV and radio 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. 723449 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. 1514575 Public Education: Use of various media, including mail, email, imbedded programming and other means to advocate, promote, educate, train, equip and mobilize our members about limited government at the local, state and federal level. 1487421 Grassroots Mobilization: Training, equipping and mobilizing our members across the country to advocate for limited government at the local, state and federal level. 1075176 900000 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. 2562597 900000 6346272 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 1 0 0 0 0 0 1 1 1 0 1 61 0 1 72 1 0 0 0 0 0 0 X 6 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR AZ CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NJ NM NY NC ND OH OK OR NH PA RI SC TN UT VT VA WA WV WI DC X The Organization 2027833870 Organizations address Washington DC 20001 Hon Richard K Armey 20.00 X X 309696 309696 0 Hon James H Burnley 1.00 X 0 0 0 Thomas Knudsen 1.00 X 0 0 0 Richard J Stephensen 1.00 X 0 0 0 Matt Kibbe 18.00 X X 122903 156422 18608 Mary Albaugh 1.00 X 0 0 0 Judith Mulcahy 20.00 X 96622 96622 14090 Wayne Brough 5.00 X 16298 131862 7818 Adam Brandon 27.00 X 114420 55759 7051 Mary Byrne 19.00 X 66940 75485 9618 Max Pappas 21.00 X 72578 64362 9822 Richard Walker 30.00 X 109145 34467 13592 Dean Clancy 13.00 X 67730 137513 11341 Charles Page 17.00 X 46249 61308 5538 1022581 1123496 97478 4 0 1 0 Rebecca Hagelin Communications & Marketi LLC4572 25th Rd North Arlington VA 22207 Advertising services 1172790 Stephen Clouse & Associates Inc 43538 Golden Meadow Circle Ashburn VA 20147 Direct Mail & Marketing Services 419900 Morgan Meredith & Associates 22780 Indian Creek Drive 100 Dulles VA 20166 Printing & Mailing of Direct Mail 285862 Terra Eclipse Inc 9043 Soquel Dr Aptos CA 95003 Website Design 283743 Direct Mail Marketing Group 22780 Indian Creek Drive 100 Dulles VA 20166 Mailing of Direct Mail 219495 13 9991964 16350 9991964 813 813 49489 49489 14792 15450 -658 -658 -658 Other income 900099 4174 4174 4174 10045782 53663 0 155 900040 900040 975803 762606 97880 115317 957770 695775 140724 121271 31654 22971 4666 4017 150114 108936 22127 19051 115220 83614 16983 14623 302856 278474 12956 11426 165894 31891 134003 66454 66454 238887 202330 3579 32978 940162 927155 861 12146 1116904 849136 61552 206216 504449 473484 19294 11671 239222 167812 41035 30375 470717 420808 2279 47630 157356 123526 5108 28722 127151 99152 15058 12941 40228 28896 6094 5238 Publication/production 99558 82654 16904 Dues & registrations 49680 30357 2711 16612 Miscellaneous 13479 4865 8614 Prof. fundraising alloc 0 51790 -51790 7663598 6346272 595524 721802 X 1003178 722852 0 280326 1610063 4123668 861826 41856 78000 2804 349889 353084 1843506 763162 548852 1080344 8 5 525569 1451635 3938063 7089540 334993 792607 82758 395337 417751 1187944 X 3480312 5823596 40000 78000 3520312 5901596 3938063 7089540 X 2382184 -900 X X 0 1 1 X 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1075176 175176 900000 1075176 1 FreedomWorks for America 400 North Capitol Street NW 765 Washington DC 20001 452737991 900000 1 0 0 Organizations Direct and Indirect Political Campaign Activities: Part I-A, Line 1: FreedomWorks sponsors political committees and a SuperPAC. 439008 47785 391223 1404498 715377 689121 0 1080344 Due from related organizations 1451635 1451635 Deferred rent 341600 Capital lease 53737 395337 Description of Uncertain Tax Positions Under FIN 48: Part X: FreedomWorks had no significant uncertain tax positions for the year ended December 31, 2011. X X X X X 1 Clearword Communication Group Inc 12841 Braemar Village Plaza 51 Bristow VA 20136 Direct Mail Creative Advice 0 895060 49179 845881 Stephen Clouse & Associates Inc 43538 Golden Meadow Circle Ashburn VA 20147 Creative Advice 0 645081 17275 627806 1540141 66454 1473687 AL AK AR AZ CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NJ NM NY NC ND OH OK OR NH PA RI SC TN UT VA WA WV WI 1 FreedomWorks For America Inc 400 N Capitol Street NW STE 765 Washington DC 20001 452737991 527 900000 General Support of the Organization's mission. 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 0 0 0 0 0 0 0 0 0 Hon Richard K Armey 250000 250000 50000 50000 9696 9696 0 0 0 0 309696 309696 0 0 Matt Kibbe 117839 149977 440 560 4624 5885 5027 6397 3161 4023 131091 166842 0 0 Judith Mulcahy 70955 70955 25500 25500 167 167 3000 3000 4045 4045 103667 103667 0 0 Wayne Brough 16135 130547 110 890 53 425 495 4005 365 2953 17158 138820 0 0 Adam Brandon 86841 42175 27470 13530 109 54 3506 1727 1218 600 119144 58086 0 0 Mary Byrne 66356 74826 470 530 114 129 2726 3074 1794 2024 71460 80583 0 0 Richard Walker 108248 34184 760 240 137 43 4561 1440 5769 1822 119475 37729 0 0 Dean Clancy 55740 113170 11880 24120 110 223 1733 3518 2010 4080 71473 145111 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. Dagny LLC President's spouse is 100% owner 30542 Management consulting 0 Theresa Kibbe President's spouse 36390 Senior Advisor 0 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 of Trustees 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 A copy of the 990 was provided to the senior staff, general counsel, and reviewed by all Board members before it was filed. 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 conflict does exist, the director or employee shall provide the Secretary written notice of such relationship and shall refrain from attempting to exert any influence on FreedomWorks until the matter has been reviewed and resolved. Form 990, Part VI, Section B, line 15 The process includes completion of an independent compensation study 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 and Chairman. 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 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. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -900. 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. Average Hours Per Week on Related Organization: Form 990, Part VII, Section A, Column B Hon. Richard K. Armey, Director, 20 hours per week Matt Kibbe, President & CEO, 22 hours per week Judith Mulcahy, VP of Operations/Treasurer, 20 hours per week Wayne Brough, VP of Research/Secretary, 35 hours per week Mary Byrne, VP of Membership/Marketing, 21 hours per week Max Pappas, VP of Public Policy, 19 hours per week Richard Walker, VP Political and Grassroots Campaigns, 10 hours per week Dean Clancy, VP of Healthcare Policy and Legislative Council, 27 hours per week Adam Brandon, VP Communications, 13 hours per week Charles Page, Southeast Regional Director, 23 hours per week 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 Oregon FreedomWorks PAC 400 North Capitol Street NW 765 Washington DC 20001 931305086 Dormant and dissolved as of 12/31/2011. OR 527 Freedomworks 1 Taxpayer Defense Fund 400 North Capitol Street NW 765 Washington DC 20001 412108993 Dormant and dissolved as of 12/31/2011. OR 527 Freedomworks 1 FreedomWorks Issues PAC 400 North Capitol Street NW 765 Washington DC 20001 611422667 Dormant DC 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 League of Freedom Voters 400 North Capitol Street NW 765 Washington DC 20001 521349353 Dormant DC 527 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 0 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 1 FreedomWorks Foundation K 743995 Tracked directly FreedomWorks Foundation M 340257 Allocated based on space used FreedomWorks Foundation N 1921007 Allocated based on employee time FreedomWorks Foundation O 200000 Tracked directly FreedomWorks Foundation P 4586000 Tracked directly Oregon FreedomWorks PAC Q 1989 Tracked directly Taxpayer Defense Fund R 1774 Tracked directly FreedomWorks Issues PAC R 11421 Tracked directly FreedomWorks for America B 900000 Tracked directly FreedomWorks for America O 58328 Tracked directly