4 1 1 i Return of Organization Exempt From Income Tax Form Under section 501(c), 527, or 4947(a)( 1) of the Internal Revenue Code (except black lung 0 1 0 Department of me Twasury benefit trust or private foundation) Open to Public Revenue gemce The organrzatron may have to use a copy of return to state requrrements. A For the 2010 calendar year, or tax year beginning and ending cheek rt Name of organrzatron Employer identification number applicable 52-1403587 722 12TH STREET N.W. 4TH 202 785-0266 ?11153 'ma' WASHINGTON DC 2 0 0 0 5 H(a) ls a group return 1 2 3 9 3 76 SAME AS ABOVE H(b) Are all Included? Yes No Tax-exem statusrnsert no. 1-3 4947 a 1 or 527 lf attach a (see Website: . ATR . ORG Grou exem tron number Form oror anrzarronz Coruvr-H1100 THJSI 11| ASSOCIHIIGH lil 0ther> Stare or re ar dom1crIe:DC Summary 1 Briefly the organrzatron's or most ATR IS A NATIONAL GRASSROOTS cu l..i ORGANI ZAT I ON FOCUS ED ON INCREAS ING PUBL I AWARENES ABOUT THE I ZE 2 Check box rf the organrzatron drscontrnued Its operations or drsposed of more than 25% of its net assets cu 3 Number of voting members of the body (Part VI, Irne 1a) 3 ff 4 Number of independent votrng members of the body (Part VI, Irne 1b) 5 Total number of employed rn calendar year 2010 (Part V, Irne 2a) 5 2 6 Total number of volunteers (estimate rf necessary) 7 a Total unrelated busrness revenue from Part column (C), Irne 12 0 Net unrelated busrness taxable Income from Form 990-T, Irne 34 0 Current Year 4, 8 Contnbutrons and grants (Part Irne 1hProgram sen/rce revenue (Part I 2 0 10 rnvesrmm rncome(Par1 colum, (AOther revenue (PartVIlI, column (A) Irn 8 9c Oc, nd11eTotal revenue- add lrnes 8 throu ust ual Part colu ,Irne Grants and amounts paad (Benefits pard to or for members (P rt I Iumn A), Irne 4) (D 0 gl, 15 Salarres, other compensation, emp X, Iran-rrn Innes 5-1016a Professional fees (Part Total expenses (Part IX, column (D), Irne 25Other expenses (Part IX, column (A), Innes 11a11d, 11f-241Total expenses Add :mes 13-17 (must equal Pan rx, column (A), Irne 25Revenue less ex enses Subtract Irne 18 from Irne innin ofCurrent Year End ofY jc; ear 20 Total assets (Part X, lrne16Total (Pan x, lnne 26Net assets or fund balances Subtract Irne 21 from lrne Part II Signature Block l.L= Under penaltres ot per)ury, I declare that I have examrned return, rncludrng schedules and statements, and to the best of my knowledge and belref, rl rs -Z-`lrue, correct, and complete. Declaralro ol prep rer er than ottrcer rs based on all rnlormatron of which preparer has any knowledge. -PJEII gig" Sr ature olottrcer Dale Cmrlere GROVER NOR UI ST PRES IDENT Type or name and trtle Paid CAROL MOUNT 1 0 1 8 1 1 Prepare: EIN ALEXANDRIA VA 22314 Phoneno. 703 835-1350 May the IRS drscuss return the preparer shown above? (see Yes II No 032001 02-22-11 LHA For Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2010) EE SCHEDULE FOR ORGAN I ZATI ON MI I ON STATEMENT Formsso 2010 AMERICANS FOR TAX REFORM 52-1403587 Pa e2 Part Statement of Program Servrce Check if Schedule contams a response to any guestlon ln Part 1 Bnefly descnbe the organ|zat|on's m|ssron' AMERICAN FOR TAX REFORM QATRQ IS A NATIONAL GRASSROOTS ORGANIZATION FOCUSED ON INCREASING PUBLIC AWARENESS ABOUT THE SIZE AND REGULATIONS OF GOVERNMENT AND RALLYING SUPPORT FOR LOWER TAXES SMALLER GOVERNMENT AND CONGRESSIONAL ACCOUNTABILITY. 2 D|d the organlzatron undertake any program servnces durlng the year were not Irsted on the pnor Form 990 or |jYes El No If "Yes," these new servuces on Schedule 3 D|d the organrzatuon cease conductmg, or make changes an how rt conducts, any program serv|ces'P \:|Yes No If "Yes," these changes on Schedule O. 4 Descnbe the exempt purpose achlevements for each of the organ|zat|on's three largest program servrces by expenses Sectron 501 and 501 organ|zat|ons and sectnon 4947(a)(1) trusts are requrred to report the amount of grants and allocatrons to others, the total expenses, and revenue, lf any, for each program servrce reported. 4a (Code (Expenses rncludsng grants )(Flevenue PLEDGE CAMPAIGN: THE IDEA OF THE PLEDGE IS SIMPLE: MAKE POLITICIANS PUT THEIR NO-NEW-TAXES RHETORIC IN WRITING . THE TAXPAYER PROTECTION PLEDGE IS OFFERED TO EVERY CANDIDATE FOR OFFICE STATE AND FEDERAL AND ALL INCUMBENTS . 4b (Code )(Expenses$ 4 581 878. nncludmg grantsof$ 5 240. )(Flevenue$ OUTREACH: ATR USES ITS NETWORK OF PLEDGE SIGNERS AND WORKS WITH A COALITION OF LIKE-MINDED GROUPS TO PROMOTE PRO-TAXPAYER, SMALL GOVERNMENT POLICIES . 4c (Code (Expenses rncludrng grants of 1 4 5 6 . )(Flevenue ISSUE DEVELOPMENT AND EDUCATION: ATR WATCHES AND TRACKS POLICIES AND INITIATIVES BEYOND THE TRADITIONAL TAX INCREASE MODEL . 4d Other program sennces ln Schedule O.) ?Expenses rncludrng grants )(Revenue 4e Total program service expenses Form 990 (2010) 032002 12-21-10 2 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 Form 990 2010 AMERICANS FOR TAX REFORM 52-1403587 Pa e3 Part IV Checklist of Required Schedules 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a pnvate foundatlon)? If "Yes," complete Schedule A 2 ls the organization required to complete Schedule B, Schedule of Contnbutors? 3 Did the organization engage in direct or indirect campaign activities on behalf of or In opposition to candidates for public office? ll "Yes, complete Schedule C, Part I 4 Section 501(c)(3) organizations. Did the organization engage rn lobbying activities, or have a section 501 election in effect during the tax year? If "Yes," complete Schedule C, Part ll 5 Is the organization a section 501 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Flevenue Procedure 98-19? lf "Yes," complete Schedule C, Part Ill 6 the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provrde advice on the distribution or investment of amounts In such funds or accounts? lf "Yes, complete Schedule D, Pan' 7 Did the organization receive or hold a conservation easement, rncludlng easements to preserve open space, - the environment, historic land areas, or historic structures? lf "Yes, complete Schedule D, Part ll 7 8 the organization maintain collections of works of art, historical treasures, or other similar assets? lf "Yes," complete Schedule D, Part 9 Did the organization report an amount IH Part X, line 21, serve as a custodian for amounts not listed in Part X, or provide credlt counseling, debt management, credit repair, or debt negotiation services? ll "Yes," complete Schedule D, Part lV 10 Did the organization, directly or through a related organization, hold assets rn term, permanent, or quasi-endowments? lf "Yes," complete Schedule D, Part 1 1 If the organ1zatron's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, IX, or as applicable a the organization report an amount for land, buildings, and equipment ID Part X, line 10? lf "Yes," complete Schedule D, Part Vl Did the organization report an amount for investments - other securities in Part X, line 12 that IS 5% or more of IIS total assets reported in Part X, line 16? lf "Yes," complete Schedule D, Part Did the organization report an amount for Investments - program related In Part X, line 13 that IS 5% or more of its total assets reported In Part X, line 16? lf "Yes, complete Schedule D, Part Did the organization report an amount for other assets rn Part X, line 15 that is 5% or more of its total assets reported rn - Part X, line 16? lf "Yes, complete Schedule D, Part IX Did the organization report an amount for other rn Part X, line 25? lr' "Yes," complete Schedule D, Part Did the organ|zat|on's separate or consolidated financial statements for the tax year Include a footnote that addresses - the organ|zat|on's liability for uncertain tax posltrons under FIN 48 (ASC 740)? lf "Yes, complete Schedule D, Part 12a the organization obtain separate, independent audited financial statements for the tax year? ll "Yes," complete Schedule D, Parts Xl, Xll, and Was the organrzatlon included rn consolidated, independent audited financial statements for the tax year? If "Yes," and rf the organization answered "No" to line 12a, then completing Schedule D, Parts Xl, Xll, and rs optronal 13 ls the organization a school described |n section lf "Yes," complete Schedule 143 Did the organization maintain an ofhce, employees, or agents outside of the United States? Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaklng, fundraising, business, and program sen/ice activities outside the United States? lf "Yes," complete Schedule F, Parts land IV 15 the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization - or entity located outside the Unlted States? lf "Yes, complete Schedule F, Parts ll and IV 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to Individuals located outside the United States? lf "Yes," complete Schedule F, Parts and IV 17 Did the organization report a total of more than $15,000 of expenses for professional fundraising sen/rces on Part IX, - column (A), lines 6 and 11e? ll "Yes, complete Schedule G, Part I 17 18 the organization report more than $15,000 total of fundraising event gross income and contributions on Part lines 1c and Ba? If "Yes," complete Schedule G, Part ll 19 Did the organization report more than $15,000 of gross income from gaming activities on Part line 9a? ll "Yes," complete Schedule G, Part 20a Did the organization operate one or more hospitals? If "Yes," complete Schedule If "Yes" to line 20a, did the organization attach its audited financial statements to this return? Note. Some Form 990 filers that erate one or more hos ltals must attach audited financial statements see Instructions Form 990 (2010) 032003 12-21-10 3 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 Form 990 2010 AMERICANS FOR TAX REFORM 52-1403587 Pa e4 Part IV Checklist of Required Schedules (continued) Yes No 21 D|d the organization report more than $5,000 of grants and other assistance to governments and organlzatlons in the I United States on Part IX, column (A), line 1? lf "Yes," complete Schedule I, Parts land ll 22 D|d the organization report more than $5,000 of grants and other assistance to individuals ln the United States on Part IX, - column (A), line 2? lf "Yes," complete Schedule l, Parts I and 22 23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organ|zat|on's current and former officers, directors, trustees, key employees, and h|ghest compensated employees? ll "Yes, complete Schedule 24a D|d the organization have a tax-exempt bond issue with an outstanding amount of more than $100,000 as of the last day of the year, that was Issued after December 31, 2002? If "Yes," answer lines 24b through 24d and complete i Schedule If go to line 25 Did the organization Invest any proceeds of tax-exempt bonds beyond a temporary period exception? D|d the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? Did the organization act as an "on behalf of" Issuer for bonds outstanding at any time dunng the year? 25a Section 501(c)(3) and 501(c)(4) organizations. Did the organlzatuon engage ID an excess benefit transaction with a dlsquallfied person during the year? lf "Yes," complete Schedule L, Partl ls the organization aware that rt engaged In an excess benefit transaction with a disqualified person In a prior year, and that the transaction has not been reported on any of the organ|zat|on's prior Forms 990 or If "Yes," complete Schedule L, Partl 26 Was a Ioan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organ|zat|on's tax year? lf "Yes," complete Schedule L, Part Il 27 D|d the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an Individual? If "Yes, complete Schedule L, Part 27 28 Was the organlzatlon a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions) a A current or former offlcer, director, trustee, or key employee? If "Yes, complete Schedule L, Part IV A family member of a current or former offlcer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV An entity of which a current or former officer, drrector, tmstee, or key employee (or a family member thereof) was an officer, I director, trustee, or direct or owner? If "Yes," complete Schedule L, Part IV 29 Did the organization receive more than $25,000 In non-cash contributions? If "Yes," complete Schedule 5 30 D|d the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? lt "Yes, complete Schedule 31 Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?lf "Yes," complete Schedule N, Part II 33 D|d the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301 7701~2 and 301 7701 lf "Yes, complete Schedule Fl, Part I 34 Was the organization related to any tax-exempt or taxable entity? - ll "Yes," complete Schedule Ft, Parts ll, Ill, IIA and V, lrne 1 35 Is any related organization a controlled within the meaning of section 512(b)(13)? a Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? ll "Yes," complete Schedule R, Part lA lrne 2 Yes N0 36 Section 501(c)(3) organizations. D|d the organization make any transfers to an exempt non-charitable related organization? ll "Yes," complete Schedule Fl, Part V, line 2 37 D|d the organlzatlon conduct more than 5% of its activities through an entity that rs not a related organization - and that IS treated as a partnership for federal Income tax purposes? If "Yes," complete Schedule R, Part Vl 37 38 Did the organization complete Schedule and provide explanations ln Schedule for Part VI, lines 11 and 19? - Note. All Form 990 filers are re ulred to com lete Schedule Form 990 (2010) 032004 12-21-10 4 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 Form 990 2010 AMERICANS FOR TAX REFORM 52-1403587 Pa e5 Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule contains a response to any question in this Part No 1a Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable 1a 2 1 Enter the number of Forms W-2G included in I|ne 1a Enter -0- if not applicable 4; Did the organization comply with backup rules for reportable payments to vendors and reportable gaming (gambling) winnings to pnze winners? 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return 2a 5 2 If at least one is reported on I|ne 2a, did the organ|zat|on file all required federal employment tax returns? Note. lf the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions) - 3a Did the organization have unrelated business gross Income of $1,000 or more during the year? 3a If "Yes," has it filed a Form 990-T for this year? If "No, provide an explanation rn Schedule 4a At any time during the calendar year, did the organ|zat|on have an interest in, or a signature or other authority over, a financial account rn a foreign country (such as a bank account, securities account, or other financial account)? If "Yes," enter the name of the foreign country See instructions for filing requirements for Form TD 90-22 1, Report of Fore|gn Bank and Financial Accounts 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? If "Yes," to line 5a or 5b, did the organ|zat|on tile Form 6a Does the organ|zat|on have annual gross receipts that are normally greater than $100,000, and did the organ|zat|on solicit - any contributions that were not tax deductible? If "Yes," did the organ|zat|on include with every solicitation an express statement that such contributions or gifts - were not tax deductible? 7 Organizations that may receive deductible contributions under section 170(c). - a Did the organ|zat|on receive a payment in excess ol $75 made partly as a contribution and partly lor goods and services provrded to the payer? 'la If "Yes," did the organization notify the donor of the value of the goods or services provided? Did the organ|zat|on sell, exchange, or otherwise dispose of tangible personal property for which it was required - to file Form 8282? Tc If "Yes," indrcate the number of Forms 8282 tiled during the year 7d . Did the organ|zat|on receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? 7e Did the organ|zat|on, during the year, pay premiums, directly or indirectly, on a personal benefit contract? If the organ|zat|on received a contribution of qualified intellectual property, did the organization file Form 8899 as required? If the organ|zat|on received a contribution ot cars, boats, airplanes, or other vehicles, did the organization file a Form 8 Sponsoring organizations maintaining donor advised lunds and section 509(a)(3) supporting organizations Did the supporting organ|zat|on, or a donor advised fund maintained by a sponsoring organ|zat|on, have excess business holdings at any time during the year? 9 Sponsoring organizations maintaining donor advised funds. a Did the organ|zat|on make any taxable distributions under section 4966? Did the organ|zat|on make a distribution to a donor, donor advisor, or related person? 10 Section 501(c)(7) organizations. Enter' a Initiation fees and capital contributions included on Part I|ne 12 10a Gross receipts, included on Form 990, Part I|ne 12, for public use of club facilities 1 1 Section 501(c)(12) organizations. Enter a Gross income from members or shareholders 11a Gross income from other sources (Do not net amounts due or pard to other sources against amounts due or received from them) 12a Section 4947(a)(1) non-exempt charitable trusts. ls the organization filing Form 990 In lreu of Form 1041? If "Yes," enter the amount of tax-exempt Interest received or accrued during the year 12b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a ls the organ|zat|on licensed to issue qualified health plans in more than one state? Note. See the instructions for additional information the organ|zat|on must report on Schedule Enter the amount of reserves the organ|zat|on is required to maintain by the states in which the organ|zat|on is licensed to issue qualified health plans 13b Enter the amount of reserves on hand 14a Did the organ|zat|on receive any payments for indoor tanning services during the tax year? If "Yes has it filed a Form 720 to re ort these a ments? If "No rovrde an ex lanation rn Schedule - Form 990 (2010) oazoos 12-21-1o 5 16281018 756386 11033 2010.0-4041 AMERICANS FOR TAX REFORM 11033 1 1 Form 990 2010 AMERICANS FOR TAX REFORM 52-1403587 P3 66 Part VI Governance, Management, and For each "Yes" response to lrnes 2 through 7b below, and fora "No" response to lrne 8a, 8b, or 10b below, descnbe the circumstances, processes, or changes rn Schedule See Check rf Schedule contains a response to any guestron rn this Part VI IE Section A. Governin - Bod and Mana - ement No 1a Enter the number of voting members of the govern|ng body at the end of the tax year 1a 3 Enter the number ol voting members included rn line 1a, above, who are independent 2 any oflrcer, drrector, trustee, or key employee have a family relationship or a bus|ness with any other officer, director, trustee, or key employee? the organrzatron delegate control over management duties customar|ly performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? the organrzatron make any significant changes to its governing documents since the prror Form 990 was filed? the organrzatron become aware during the year of a drversron of the organ|zat|on's assets? Does the organrzatron have members or stockholders? Does the organrzatron have members, stockholders, or other persons who may elect one or more members of the govern|ng body? Are any decisions of the govern|ng body subrect to approval by members, stockholders, or other persons? the organrzatron contemporaneously document the meetmgs held or written actions undertaken dur|ng the year by the following The govern|ng body? Each committee with authority to act on behalf of the govern|ng body? Is there any officer, director, trustee, or key employee lrsted rn Part VII, Section A, who cannot be reached at the or anrzat|on's marlrn address? lf "Yes rovrde the names and addresses rn Schedule SeC1ZiOl'l B. Policies Sectron El re uests information about olrcres not re urred the Internal Revenue Code 10a 11a 12a 13 14 15 a 163 Does the organrzatron have local chapters, branches, or affiliates? If "Yes," does the organrzatron have wntten polrcres and procedures govern|ng the of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organrzatron? Has the organrzatron provrded a copy of this Form 990 to all members of its govern|ng body before the form? Descnbe rn Schedule the process, rf any, used by the organrzatron to review this Form 990. Does the organrzatron have a wntten of interest polrcy? lf go to lrne 13 Are officers, directors or trustees, and key employees required to disclose annually interests that could grve r|se to conflicts? Does the organrzatron regularly and consistently monrtor and enforce compliance with the policy? lf "Yes," describe rn Schedule how rs done Does the organrzatron have a wntten whistleblower policy? Does the organrzatron have a wntten document retention and destruction policy? Did the process for determining compensatron of the followmg persons include a revrew and approval by independent persons, comparability data, and contemporaneous substantratron of the deliberation and decision? The organrzatron's CEO, Executive Director, or top management Other officers or key employees of the organrzatron If "Yes" to lrne 15a or 15b, describe the process rn Schedule (See instructions.) the organrzatron invest rn, contnbute assets to, or rn a joint venture or similar arrangement a taxable entity dur|ng the year? lf "Yes," has the organrzatron adopted a wntten polrcy or procedure the organrzatron to evaluate :ts rn |o|nt venture arrangements under federal tax law, and taken steps to safeguard the organrzatron's exem status with res ect to such arran ements? [IliIll Section C. Disclosure 17 18 List the states which a copy of this Form 990 rs required to be frled PDC Section 6104 requires an organrzatron to make its Forms 1023 (or 1024 rf 990, and 990-T (501 only) available for public rnspectron Indicate how you make these available. Check all that apply lj Own website lil Another's website El Upon request 19 Descnbe rn Schedule whether (and rf so, how), the organrzatron makes govern|ng documents, of interest policy, and financial statements available to the public 20 State the name, physical address, and telephone number of the person who possesses the books and records of the organrzatron THE ORGANIZATION - 202 785-0266 7 22 12TH STREET . . NO . 4TH FL WASHINGTON DC 2 0 0 05 Form 990 (2010) 032006 12-21-10 6 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 Form 990 2010 AMERICANS FOR TAX REFORM 52-1403587 Pa e7 Part VII Compensation of Officers, Directors, Tmstees, Key Employees, Highest Compensated Employees, and Independent Contractors Check rf Schedule contains a response to any questlon rn this Part VII lj Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons requrred to be lrsted. Report compensatron for the calendar year endmg or the organrzat|on's tax year. 0 all of the organ|zat|on's current offtcers, directors, trustees (whether rndivrduals or organrzatrons), regardless of amount of compensatron Enter -0- rn columns (D), (E), and (F) rf no compensation was pard 0 all of the organ|zat|on's current key employees, rf any. See instructrons for definition of "key employee." 0 the orgamzat1on's frve current highest compensated employees (other than an oltrcer, drrector, trustee, or key employee) who recerved reportable compensation (Box 5 ot Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organrzatlon and any related organrzatrons. 0 all of the organ|zat|on's former officers, key employees, and hrghest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. 0 all of the organizations former drrectors or trustees that received, rn the capacrty as a former drrector or trustee of the organrzatron, more than $10,000 ot reportable compensatron from the organization and any related organrzatrons. List persons rn the followrng order trustees or drrectors, trustees, ofhcers, key employees; highest compensated employees; i and former such persons Check this box rf neither the or anlzatron nor an related or anrzatron com ensated an current officer, director or trustee IA) (Bl (Dr rEr (Fr Name and 'title Average Posrtron Fteponable Fleportable Estimated hours per (check all that apply) compensatron compensation amount of week from from related other (descnbe the organizations compensation 1 hours for 3 organrzatron from the related organrzatron organizations 3 5 5 and related rn Scgedule organrzatrons 24.00 119 534. 79 690. 25 811 GRM G- VICE CHIEF OF STAFF 25.20 86 032. 50 527. 19 442 032007 12-21-10 FOrm 990 (2010) 7 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 Part SectionA Officers Directors Trustees Ke Em Io ees and Hi hest Com ensated Em lo ees continued Name and title Average PGSIUOFI Reportable Heportable h0UfS DBF (Check 3" that HPPW) compensatuon compensation week from from related (d95Cf|b9 organizations hours TOT organization 'elated (w-2/1099-Misc) organizatuons 5 Estimated amount of other compensation from the organization and related organizations Form 990 2010 AMERICANS FOR TAX REFORM 52-1403587 Schedule Sub-total 205 566. 130 217. 45 Total from continuation sheets to Part VII, Section A 0 Total addilnet-.1band1? 205 566. 130 217. 45 2 Total number of individuals (including but not limited to those lasted above) who received more than $100,000 in reportable com ensation from the or anlzatlon 3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a'P lf "Yes, complete Schedule for such For any individual listed on line 1a is the sum of reportable compensation and other compensation from the organization and related organnzatlons greater than $150 0002 lf Yes complete Schedule for such individual Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for sen/:ces rendered to the or Yes com lete ScheduleJforsuch erson Section Independent Contractors 253. 0. 253Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the or anlzation Name and business address Description of services MENTZER MEDIA SERVICES, 600 FAIRMOUNT AVENUE SUITE 306 TOWSON MD 21286 VERTISING ARENA COMMUNICATIONS, 1780 SEQUORA VISTA CIRCLE SALT LAKE CITY UT 84104 VERTISING 9401 BROOKMAY COURT ALEXANDRIA VA 22309 VERTISING "Em" OLSON s. SHUVALOV, 1609 SHOAL CREEK BLVD #203 AUSTIN TX 78701 VERTISING DIRECT RESPONSE, 2340 BEARDSLEY RD STE 100 PHOENIX AZ 85024 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100 000 in com ensatuon from the or anlzatlon 9 032008 12-21-10 3 591 089. 1 407 585. 1 335 078. 963 637. 500 000. Form 990 (2010) 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 Form99O 2010 AMERICANS FOR TAX REFORM 52-1403587 Pa e9 Statement of Revenue (D) Revenue excluded from tax under sechons 512, 51, or 514 2 388. 67 221. Pro ram Servnce Contributlons, grants other Rave" Qlevenue and other s|m|Iar amounts -moo' mot? man mQ.oo.-.. ocofb 3 ?n_m 9, mm, Num <13 3 Nm: -uaN..-05902 0333 Ego Ego 12 59- 5?3m3 mgme 303 305 3 2 9-?Soa3 2?999 3353599 8:2 us 3309. 3o '1 5 wa-5' 5 955(DID - 4-A-room 't\JU'l 2 2 o\~Crtmc: 325? G3 UIQ. 2 032009 12 21 10 MISC INCOME 900099 All other revenue Total Add ||nes11a11d 3 891 Totai revenue See 550. 341. 7 3 5 0 0 Form 990 (2010'11 |511 '11 3 U-J 0 Formsso 2010 AMERICANS FOR TAX REFORM 52-1403587 Pa e10 Statement of Functional Expenses Sectron 501 and 501(c)(4) organrzations must complete all columns. All other organrzatrons must complete column (A) but are not requlred to complete columns (B), (C), and (D) 2; mes; Grants and other to governments and organlzatrons In the U.S. See Part l\Grants and other to In the See Part IV, Ime 22 Grants and other to governments, organrzatrons, and outslde the SeePartl\l,lrnes15and16 15 000. 15 000. Benefrts pard to or for members Compensatnon of current offlcers, dlrectors, trustees,andkeyemployees 145 345. 96 203. 28 190. 20 952 Compensatuon not lncluded above, to dlsqualmed persons (as dellned under sect|0n 4958(l)(1)) and persons ln section 4958(c)(3)(B) 67 064 Pensron plan (lnclude seclron 401(k) and sectuon 403(b) employer contnbutronsOther employee beneflte 3 2 1 Pevrelltexee 11 216 Fees for servlces (non-employees) Management 10 922 4 279 Lobbyung Protesslonal fundrauslng servuces. See Part IVInvestment management fees Other 3 247 Aclvemsmg and promotnon Off>>Ce expenses 7 5 1 3 9 6 432 Royaltres 73 067 Travel 36 314 Payments of travel or entertarnment expenses for any federal, state, or local publrc Conferences, conventrons, and meetmgs 2 5 7 2 7 lnterest Payments to Deprecnatron, depletron, and amortrzatlon 3 9 4 8 Insurance Other expenses. ltemuze expenses not covered above. (Lust mlscellaneous expenses sn lane 24l. ll l|ne 24l amount exceeds 10% ol ||ne 25, column (A) amount, I|st ||ne 24l expenses on Schedule O.) PRINTING st MAILING 725 293 LIST RENTAL sc MAINT. 151 004 MI SCELLANEOUS 1 3 SERVICE REVENU 9 9 5 3 4 All other expenses Total functional ex enses_ Add llnes 1 throu 241 1 28 5 2 24 Joint costs. Check here lj ul lollownng SOP 98-2 (ASC 958-720). Complete this hne only |l the organlzatlon reported nn column (B) |o|nl costs from a combmed educatnonal campargn and lundrarsmg 032010 12-21-10 Form 990 (2010) 10 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 Form 990 2010 AMERICANS FOR TAX REFORM Balance Sheet Cash - non-rnterest-beanng Savmgs and temporary cash Investments Pledges and grants recervable net Accounts recervable net from current and former offlcers dlrectors trustees key employees and hlghest compensated employees. Complete Part Il of Schedule Recelvables from other dusqualmed persons (as defuned under sectron 4958(f)(1)) persons descnbed In sectlon 4958(c)(3)(B) and employers and sponsonng orgamzatrons of sectron 501 voluntary employees benefucrary organrzatnons (see of year 514 743 594 132 Notes and loans receuvableInventones for sale or use Prepard expenses and deferred charges Da Land, bulldungs and equ|pment_ cost or other basls Complete Part VI of Schedule Less accumulated depreclatlon Investments - traded securltles Investments- other secuntles See Part IV, Irne 11 Investments- program-related See Part IV, Ime 11 assets Other assets. See Part IV, Inne 11 Total assets. Add Innes 1 throu 15 must ual Ilne 34 17 Accounts payable and accrued expenses Grants payable Deferred revenue Tax-exempt bond Irabalrtles 3 Escrow or custodral account l|ab|I|ty Complete Part IV of Schedule 9: Payables to current and former ol'I1cers dlrectors trustees key employees hrghest compensated employees and dlsqualnfred persons Complete Part II of Schedule Secured mortgages and notes payable to unrelated partres Unsecured notes and loans payable to unrelated partues Other I|ab|I|t|es Complete Part of Schedule Total Iiabilrties. Add lrnes 17 throu 25 bil la 'rg Net Assets or Fund Balances I2 -I9535724942 Ocro .4 OCC CD .L Cz; 5 39-fn 3 CD3 CD 7 fl! QRSlines 27 through 29, and lines 52-1403587 Pa e11 217 428. 615 620 615 620217 428. Im Endofyear 246 306 Form 990 (2010) 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 Form990i2010) AMERICANS FOR TAX REFORM 52-1403587 P35 912 Reconciliation of Net Assets Check If Schedule contains a response to any guestlon in this Part Xl 2 1 Total revenue (must equal Part column (A), line 12Total expenses (must equal Part IX, column (A), line 25Revenue less expenses Subtract line 2 from line Net assets or fund balances at beginning of year (must equal Part X, line 33, column Other changes rn net assets or fund balances (explain In Schedule O) 0 6 Net assets or fund balances at end of ear Combine lines 3, 4, and 5 must ua! Part X, line 33, column 6 1 5 2 1 5 Financial Statements and Reporting Check if Schedule contains a res onse to an uestlon In this Part XII N0 1 Accounting method used to prepare the Form 990. lj Cash ljil Accrual Other If the organization changed its method of accounting from a prior year or checked "Other," explain In Schedule 2a Were the organ|zat|on's frnanclal statements complled or reviewed by an Independent accountant? Were the organ|zat|on's financial statements audited by an Independent accountant'P If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? lf the organization changed either Its process or selection process during the tax year, explain In Schedule O. If "Yes" to line 2a or 2b, check a box below to Indicate whether the financial statements for the year were issued on a separate basis, consolldated basis, or both Separate basis lil Consolidated basis lil Both consolidated and separate basis 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth In the Single Audit Act and OMB Circular A-1337 lf "Yes," the organization undergo the requlred audlt or aud|ts'? If the organrzatuon did not undergo the required audit or audits ex Iain wh In Schedule and describe an ste taken to under such audlts Form 990 (2010) 032012 12-21-10 1 2 16281018 756386 11033 2010.0-4041 AMERICANS FOR TAX REFORM 11033 1 SCFIEDULE Political Campaign and Lobbying Activities 990 990-EZ or For Organizations Exempt From Income Tax Under section 501(c) and section 527 1 0 Department ofthe Treasury Complete if the organization is described below. Attach to Form 990 or Form 990-EZ. Open to Public 'mama' Revenue Semce See se arate instructions. Inspectmn If the organization answered "Yes," to Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then 0 Section 501(c)(3) organizations Complete Parts I-A and B. Do not complete Part l-C 0 Section 501(c) (other than section 501 organizations Complete Parts I-A and below Do not complete Part l-B 0 Section 527 organizations Complete Part I-A only If the organization answered "Yes," to Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then 0 Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A Do not complete Part ll-B Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)) Complete Part ll-B Do not complete Part ll-A If the organization answered "Yes," to Form 990, Part IV, line 5 (Proxy Tax), or Form 990-EZ, Part V, line 35a (Proxy Tax), then 0 Section 501 4 5 or 6 or anrzatlons Com lete Part Ill Name of organization Employer identification number AMERICANS FOR TAX REFORM 52-1403587 QE Complete if the organization is exempt under section 501(c) or is a section 527 organization. 1 Provide a of the organ|zat|on's direct and indirect political campaign activities in Part IV 2 Pollticalexpenditures 3 Volunteer hours -art I-B Comp lete if the org anization is exem? under section 501(c)(3). 1 Enter the amount of any excise tax incurred by the organization under section 4955 2 Enter the amount of any excise tax incurred by organization managers under section 4955 3 lf the organization incurred a section 4955 tax, did it file Form 4720 for this yearcorrection made? Yes |j Ng lf "Yes describe in Part IV Complete if the organization is exempt under section 501(c), except section 501(c)(3). 1 Enter the amount directly expended by the filing organization for section 527 exempt function activities Enter the amount of the filing organizations funds contributed to other organizations for section 527 exempt function activities 3 Total exempt function expenditures Add lines 1 and 2 Enter here and on Form 1120-POL, l|ne17b 1 859 239. 4 Did the filing organization file Form 1120-POL for this year? lil Yes 2 No 5 Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization made payments For each organization listed, enter the amount paid from the filing organ|zat|on's funds Also enter the amount of political contributions received that were and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC) lf additional space us needed, provide information in Part Dua. 35' -hoo 31 ogg 82" -513 m9_' 55? 23.3" 3 o. O- :E"fD3g> :mmQ_m9_ $21/1 0 "ss%'f2 $5913.ITI Il' 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 scnedulec F0rm9900r990- 2010 AMERICANS FOR TAX REFORM 52-1403587 Pa e2 Complete if the organization is exempt under section 501 and filed Form 5768 (election under section 501 A Check If the filing organ1zat|on belongs to an aftlhated group. Check if the or anrzatnon checked box A and control" rovrslons a I I Aff I Limits on Lobbying Expenditures group (The term "expenditures" means amounts paid or incurred.) tota|S 1a Total expenditures to influence public oplnnon (grass roots lobbying) Total lobbying expendltures to rnfluence a legislative body (direct lobbying) Total lobbying expenditures (add l|nes 1a and 1b) Other exempt purpose expenditures Total exempt purpose expenditures (add llnes 1c and 1d) Lobb in nontaxable amount Enter the amount from the followan table |n both columns. Grassroots nontaxable amount (enter 25% of l|ne 11) Subtract line 1g from line 1a It zero or less, enter -0- i Subtract line 11 from line 10 If zero or less, enter -0- If there is an amount other than zero on either Ime 1h or Ime 1r, the organization f||e Form 4720 re ortln section 4911 tax for th|s ear? Yes N0 4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 2a through 2l on page 4.) Lobbying Expenditures During 4-Year Averaging Period Ca'e"da' Yea' 2007 2008 2009 2010 (or fiscal year beginning ln) (C) E) ota 23 |-Obb In n0f"TfiX3b|9 amount Lobbying ce|I|ng amount (1 50% of line 2a, c0lumn(e)) T0l2|l0bb In amount Grassroots ce|I|ng amount (150% of llne 2d, column Grassroots lobb in ex endrtures Schedule (Form 990 or 990-EZ) 2010 032042 02-02-11 27 16281018 756386 11033 20l0.04041 AMERICANS FOR TAX REFORM 11033 1 Schedule Form 990 or 990-Ez 2010 AMERICANS FOR TAX REFORM "art ll-B Complete if the organization is exempt under section 501 and has NOT filed Form 5768 (election under section 501 1 During the year, the tiling organrzatron attempt to influence foreign, national, state or local legrslatron, rncludrng any attempt to influence publrc oprnron on a legislative matter or referendum, through the use of: a Volunteers? Paid staff or management (include compensation rn expenses reported on lines 1c through 1r)? Media advertisements? to members, legislators, or the public? Publications, or or broadcast statements? 1 Grants to other organizations for lobbying purposes? Direct contact with legislators, their staffs, government officials, or a legislative body? Ftallres, demonstrations, seminars, conventions, speeches, lectures, or any means? i Other activities? If "Yes," describe rn Part IV Total. Add lines tc through 1| 2a lf "Yes," enter the amount of any tax incurred under section 4912 the rn Irne 1 cause the organrzatron to be not described rn section 501(c)(3)? If "Yes," enter the amount of any tax rncurred by organrzatron managers under section 4912 Amount If the or anrzatron incurred a section 4912 tax rt frle Form 4720 for this ear? QQ Complete if the organization is exempt under section 501 section 501(c)(5), or section 501 1 Were substantially all (90% or more) dues received by members? 2 the organization make only rn-house lobbying expenditures of $2,000 or less? 3 the or an|zat|on a ree to car over lobb rn and ex endrtures from the rror ear? Complete if the organization is exempt under section 501 section 501 or section 501 if BOTH Part lines 1 and 2 are answered "No" OR if Part line 3 is answered llves ll 1 Dues, assessments and similar amounts from members expenses for which the section 527(f) tax was paid). a Current year Carryover from last year Total 3 Aggregate amount reported rn section 6033(e)(1)(A) notices of sectron 162(e) dues notices were sent and the amount on line 2c exceeds the amount on lrne 3, what portion of the excess does the organrzatron agree to carryover to the reasonable estrmate of and political expenditure next year? 5 Taxable amount of lobb rn and ex endrtures see instructions Part IV Su - lemental Information for any rntormatron PART I-A LINE 1: ENGAGED SOLELY IN THE MAKING OF INDEPENDENT EXPENDITURES SUPPORTING AND OPPOSING CANDIDATES FOR FEDERAL OFFICE. 032043 02-02- 11 Schedule (Form 990 or 990 EZ) 2010 2.8 16281018 756386 11033 2010.0-1041 AMERICANS FOR TAX REFORM 11033 1 SCHEDULE Supplemental Financial Statements (Form 990) Complete if the organization answered "Yes," to Form 990, 1 0 Part IV, line 12. Qpen to pubnc Attach to Form 990. See separate instructions. Inspection Name of the organization Employer identification number AMERICANS FOR TAX REFORM 52-1403587 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete :fthe organization answered "Yes" to Form 990, Part IV, line 6 Total number at end of year Aggregate contributions to (during year) 3 Aggregate grants from (during year) 4 Aggregate value at end of year 5 Dad the organization inform all donors and donor advisors in writing that the assets held rn donor advised funds Donor advised funds Funds and other accounts 1 2 are the organ|zat|on's property, subject tothe organ1zat|on's exclusnve legal control? lil Yes No 6 Did the organlzatron inform all grantees, donors, and donor advisors in writing that grant funds can be used only for chantable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring im nvate benefrt'7 Yes No _art C0l'lSEURl'Vati0l'l EHSBITIBDICS. Complete if the organization answered "Yes" to Form 990, Part IV, lrne 7 1 Purpose(s) of consrvation easements held by the organrzatron (check all that apply) Preservation of land for public use (e recreation or education) Preservation of an historically important land area Protection of natural habitat Preservation of a certried historic structure Preservation of open space 2 Complete lines 2a through 2d if the orgamzatron held a qualified conservation contribution in the form of a conservation easement on the last day ofthe tax year a Total number of conservation easements Total acreage restricted by conservation easements Number of conservation easements on a certafled historic structure included in Number of conservation easements included in acquired after 8/17/06, and not on a historic structure lrsted in the National Register Held at the End ofthe Tax Year 5 3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year 4 Number of states where property sub|ect to conservation easement is located 5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? Yes No 6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year 7 Amount of expenses incurred in monitoring, Inspecting, and enforcing conservation easements during the year 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section and Yes No 9 ln Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote tothe organ|zat|on's financial statements that describes the organ|zat|on's accounting for conservation easements 'art Ill Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" to Form 990, Part IV, line 8 1a lf the organrzatron elected, as permitted under SFAS 116 (ASC 958), not to report in revenue statement and balance sheet works of art, historical treasures, or other assets held for public education, or research rn furtherance of public service, provide, in Part XIV, the text of the footnote to its financial statements that describes these items If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items Revenues included rn Form 990, Part line 1 (ii) Assets included in Form 990, Part 2 If the organization received or held works of art, historical treasures, or other assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items' a Revenues included in Form 990, Part line 1 Assets included rn Form 990, Part LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2010 2 9 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 Schedule Form 990 2010 AMERICANS FOR TAX REFORM 52-1403587 S2 Or anizations Maintainin Collections of Art Historical Treasures or Other Similar Assets continued 3 Using the organ|zat|on's acquisition, accesslon, and other records, check any of the following that are a significant use of its collection items (check all that apply): a Public exhibition Loan or exchange programs Scholarly research II Other lj Preservation for future generations 4 Provide a description of the organ|zat|on's collections and explain how they further the organ|zation's exempt purpose in Part XIV 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to rause funds rather than to be maintained as art of the or an|zat|on's collect|on'? Yes IIN I -art IV Escrow and Custodial Arrangements. Complete lf the orgamzatlon answered "Yes" to Form 990, en IV, line 9, or reported an amount on Form 990, Part X, line 21. ta ls the organization an agent, trustee, custodian or other intermedlary for contributions or other assets not lncluded on Form 990, Part X7 If "Yes," explain the arrangement in Part XIV and complete the following table Beginning balance Additions durlng the year Distributions during the year Yes lj No I Amount -L CDQDUDJ DJ 5:0 C- (D -:Em CDUQDI MgEnding balance Did the organlzatlon include an amount on Form 990, Part X, line 21? 2a lf "Yes ex laun the arran ement ln Part XIV Part Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10. Administrative expenses End of year balance 2 Provide the estimated percentage of the year end balance held as a Board deslgnated or quasi-endowment Permanent endowment Term endowment 3a Are there endowment funds not in the possession of the organization that are held and administered forthe organization by unrelated organizations (ii) related organizations If "Yes" to 3a(|D, are the related organizations listed as required on Schedule Fi? 4 Describe in Part the intended uses of the or an|zat|on's endowment funds Land, Buildings, and Equipment. see Perm 990, Pen x, line 10 basis (investment) basis (other) depreciation 'ia Land Buildings Leasehold improvements Eau-pmem Other Total. Addl|nes1athrou h1e Column must ual Form 990 PartX column line 10c Yes lj No No Book value 42 064. 57 359. 0. 99 423. Schedule (Form 990) 2010 032052 12-20-10 30 15281018 756386 11033 20].0.0404l AMERICANS FOR TAX REFORM 11033 1 990 2010 AMERICANS FOR TAX REFORM 52-1403587 Pa e3 Investments - Other Securities. see Form 990, Pan x, line 12 Description of security or category Method of valuation (including name of security) Cost or end-of-year market value (1) Hnancual derivatives (2) Closely-held equity interests (3) Other A 1 Total C01 muste ual Form 990 PartX col I|ne12_ mu Investments - Pro - ram Related. see Form 990, Pan x, une 13. Method of valuation' Description of investment type Book value Cost or end_0f_year market value Total C01 muste ual Form 990 PartX 00| lme 13. Other Assets. see Form 990, Pan x, une 15 Description Book value 1 DUE FROM ATRF 7 443 044. 2 OTHER ASSETS Totai. Column muste ual Form 990 PartX col line 15 7 456 411 . Other Liabilities. see Form 990, Pan x, line 25 Description of liability 1. 1 Federal income taxes Total. Cofumn muste ual Form 9.90, Part X, co! Irne 25 2' Fl SC ootnote art ,provi et text ootnote tot eorganlzatlon rnancla stalemenlst at reports! eorganlzation |a |1ty or uncertain tax positions un er schedme (Form 990) 2010 3 1 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 AMERICANS FOR TAX REFORM 52-1403587 Pme4 Reconciliation of Change in Net Assets from Form 990 to Audited Financial Statements 1 Total revenue (Perm 990, Pen vm, column (A), line 12Total expenses (Form 990, Pen IX, column (AExcess or (deticrt) for the year Subtract line 2 from Irne Net unrealized gains (losses) on Investments 5 Donated services and use of facilities 6 Investment expenses 7 Prior period adjustments a Other (Describe In Pen XIV.) 9 Total adjustments (net) Add lines 4 through 8 0 . 10 Excess or deticrt for the ear er audrted financial statements Combine lines Reconciliation of Revenue per Audited Financial Statements With Revenue per Return 1 Total revenue, gains, and other support per audited financial statements Amounts Included on line 1 but not on Form 990, Part lme 12 a Net unreallzed galns on Investments 2a Donated services and use of facilities Recoveries of prror year grants Other (Describe rn Part XIV) Add lines 2a through Subtract line 2e from line Amounts Included on Form 990, Part line 12, but not on line 1 a Investment expenses not Included on Form 990, Part line 7b 4a Other (Describe In Part XIV) Add nnee 4a and 4b 0 . 5 Total revenue Add lines 3 and 4c. must ual Form 990 Part/ lrne Reconciliation of Expenses per Audited Financial Statements With Expenses per Return 1 Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25. a Donated services and use of facilities 2a 4 5 5 9 . Prior year ad)ustments Other losses Other .rr Part XIV) Add lines 2a through 2d 1 556 546 . 3 Subtract line 2e from line Amounts included on Form 990, Part IX, line 25, but not on line 1 a Investment expenses not Included on Form 990, Part line 7b 4a Other (Describe in Part XIV) Add lines Total ex enses Add lines 3 and 4c. must ual Form 990 Part I line Part XIV Supplemental information Complete this part to provide the required for Part ll, lines 3, 5, and 9, Part lines 1a and 4, Part IV, Innes 1 and 2b, Part V, line 4, Part X, line 2, Part Xl, line 8, Part XII, Ilnes 2d and db, and Part lines 2d and 4b Also complete thus part to provlde any additional information PART X, LINE 2: EFFECTIVE JANUARY 1, 2009, ATR ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD INTERPRETATION (FIN) NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. IN APPLYING FIN 48 ORGANIZATIONS WILL NEED TO DETERMINE AND ASSESS ALL MATERIAL POSITIONS TAKEN IN ANY INCOME TAX RETURN AS OF THE DATE THEY ADOPT FIN 48 INCLUDING ALL SIGNIFICANT UNCERTAIN POSITIONS, IN ALL TAX YEARS THAT ARE STILL SUBJECT TO ASSESSMENT OR CHALLENGE BY RELEVANT TAXING AUTHORITIES. A BENEFIT RELATED TO AN UNCERTAIN TAX POSITION MAY NOT BE RECOGNIZED IN THE FINANCIAL STATEMENTS Schedule (Form 990) 2010 032054 12-2O- 10 3 2 16281018 756386 11033 2010.040-41 AMERICANS FOR TAX REFORM 11033 1 scneduleo F0rm990 2010 AMERICANS FOR TAX REFORM 52-1403587 Pa es EE 2 Part Su Iemental Informatnon conrmued UNLESS IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED ON ITS TECHNICAL MERITS. MANAGEMENT OF ATR BELIEVES THAT FOR ALL THE YEARS STILL SUBJECT TO AUDIT BY THE RELEVANT TAKING AUTHORITIES NO MATERIAL UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED IN THE FINANCIAL STATEMENTS. PART XII LINE 2D - OTHER ADJUSTMENTS: CONTRACT SERVICE REVENUE 1 387 347. RENTAL INCOME FROM SUB-LEASE 164 640. TOTAL TO SCHEDULE D, PART XII, LINE 2D 1,551,987. PART LINE 2D - OTHER ADJUSTMENTS: CONTRACT SERVICE EXPENSE 1 387 347. RENTAL INCOME FROM SUB-LEASE 164 640. TOTAL TO SCHEDULE PART LINE 2D 1 551 987. .Aww 33 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 SCHEDULE Statement of Act|v|t|es Outside the United States (FOITI1 990) Complete if the organization answered Yes to Form 990 Part IV line 14b 15 or 16. Internal Revenue Service Name ofthe organization Employer identification number AMERICANS FOR TAX REFORM 52-1403587 ?f1hHTfe=SUfy Attach to Form See separate instructions. open Part General OI1 Outside the United States. Complete If the organization answered Yes to Form 990 Part IV, line 14b 1 For grantmakers. Does the organrzatron marntaun records to substantiate the amount of the grants or assistance, the grantees' el|g|b|I|ty for the grants or and the selection cntena used to award the grants or ass|stance'? Yes No 2 For grantmakers. Descnbe in Part the organ|zat|on's procedures for monitoring the use of grant funds outside the United States. 3 er Fle ron followrn Part I Ilne 3 table can be du lrcated rf additional ace as needed Fleglon Ib) Number of Ic) Number of (cl) conducted |n region If activity listed In Total offices (by type) (e fundraising, program IS a program service, in the region ,ndependem servrces, investments, grants to describe specific type investments recipients located in the region) of serv|ce(s) in region ,egmn EUROPE I OCATED IN REGION 15 000 I OSTS A FORUM FOR THE PEN EXCHANGE OF FREE RKET IDEAS BETWEEN EUROPE ROGRAM SERVICES OLICY ADVOCATES 12 100 3 a Sub-total 27 100 Total from continuation sheets to Part I 0 Totals (add Irnes 3a and 3b 27 100 LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2010 032071 12-20-10 34 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 mm CEN *gm mgacw EEO 0 A gg Em C0503 mg GBCEU 2: _wg EEm_xm__xg ma wr; mm_H__gO mm Um_N_CmoUm: SM E5 30% Um_5__ EDEDC EEN 2 E50 __g__maQM Scgwag Ewa me gm Cm EmEmw`_3n_W__U SWS EE wp 3 A Co_m__wW_ A8 AC eww _i Ta EEZ UOKEE 00069 CEP QOE 2_0 OC xg QE 1020 _ooqmw ENE EOE O55 55 he Ea _Umm OF Qt BQQEOO _"gsm D5 mimgo WUEEW B0 2 _ug I No_mn_ _mom UHMN DEN Omm or'ON_Nr MNONMO CENA Co_Hm:__m> m0C?w_mwm r_uwmO_COC Img EEG ?30 oocm?mwm ESQ 2_3 H0502 _2 EDEDZ EQQEOO _"gsm 05 02230 OH m?_2W_3< _gm magma tg ma I mom GEN _Umm AMERICANS FOR TAX REFORM 52-1403587 P%e4 Foreu Forms Was the organ|zat|on a transferor of property to a foreugn corporation dunng the tax year? If "Yes, th organrzatron may be requrred to file Form 926, Return by a S. Transferor of Property to a Forergn 9 Corporatron (see for Form 926) Yes No Dud the organ|zat|on have an lnterest rn a foreugn trust durlng the tax year? lf "Yes," the organrzatron may be requrred to frle Form 3520, Annual Return to Report Transactrons Forergn Trusts and Recerpt of Certarn Forergn and/or Form 3520-A, Annual lnformatron Retum of Forergn Trust With a S. Owner (see for Forms 3520 and 3520-A) Yes No Dad the organ|zat|on have an mterest nn a forelgn corporatlon dunng the tax year? lf "Yes," the organrzatron may be required to frle Form 5471, information Retum of S. Persons respect to Certarn Forergn Corporatrons. (see for Form 5471) Yes DU No Was the organ|zat|on a dlrect or mdrrect shareholder ofa passrve Torelgn Investment company or a qua||f|ed fund durung the tax year? If "Yes," the organrzatron may be requrred to frle Form 8621, Retum by a Shareholder of a Passrve Forergn Investment Company or Qualrfred Fund (see for Form 8621) Yes EI No the organ|zat|on have an mterest IH a forelgn partnersh|p dunng the tax year? If "Yes," the organrzatron may be requfred to frle Form 8865, Retum of Persons respect to Certarn Forergn (see for Form 8865) Yes No D|d the organ|zat|on have any operahons ln or related to any boycottung countrles durmg the tax year? If "Yes," the organrzatron may be requrred to frle Form 5 713, lnternatronal Boycott Report (see for Fonn 5713) Yes IE No Schedule (Form 990) 2010 032074 12-20-10 37 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 ScheduIeF Form99o 2010 AMERICANS FOR TAX REFORM 52-1403587 Pa e5 2 Part Supplemental Informatlon Complete th|s part to prov|de the |nformat|on requnred by Part I, ||ne 2 (momtonng of funds), Part I, Ilne 3, column (account|ng method); Part II, Ime 1 (accountmg method), Part Ill (accountmg method); and Part Ill, column (estlmated number of recvpnents), as Also com Iete thas art to rovlde an addmonal information SCHEDULE F, PART I, LINE 2: GRANT RECIPIENTS SEND A FINAL REPORT ON THE EVENT THEY PUT TOGETHER INCLUDING PARTICIPANT LIST AND PHOTOS. GRANTS FOR TRANSLATION ARE MONITORED SIMPLY BY RECEIVING THE TRANSLATED REPORT.. 032075 12-2o- 10 Schedule (Form 990) 2010 3 8 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 SCHEDULE Supplemental Information Regarding 99? ?f Fundraising or Gaming Activities 1 0 Complete if the organization answered "Yes" to Form 990, Part IV, lines 17the organization entered more than $15,000 on Form 990-EZ, line 6a. pe" 9 Pubhc ema even" ew" Attach to Form 990 or Form 990-EZ. See se arate instructions. Name ofthe organization Employer identification number AMERICANS FOR TAX REFORM 52-1403587 Fundraising ACtiVitieS. Complete rf the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete part 1 Indicate whether the organlzatron raised funds through any of the followlng Check all that apply a Mall SOIICIIBIIODS of non-government grants [Xl Internet and email solicitations Solicitation of government grants [il Phone solicitations Special fundraising events cl Ei] In-person 2 a Did the organlzatlon have a written or oral agreement with any (Including ofhcers, dlrectors, trustees or key employees Insted In Form 990, Part VII) or entity In connection professnonal SBTVICGS7 Yes lj No If "Yes," the ten hlghest paid IFICIIVIOUBIS or entrhes (fundraisers) pursuant to agreements under which the fundraiser IS to be compensated at least $5,000 by the organlzatlon Amount pald Name and address of hgiugagsgr (iv) Gross receipts ff; retamed by) (VI) Paid or enmy (fundralser) Activity have clisrfaay from acmmy fundraiser to (or retained by) cgL3f61u13>r?s? listed In col orgamzauon VALLEY DRIVE #450 HERNDON IL SOLICITATIONS 965 283 166 467 120 000 Total 965 283 166 467 120 3 Lust all states ln the organization is registered or licensed to sol|c|t or has been notified It IS exempt from or licensing OKOR PA SC LHA Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule (Form 990 or 990-EZ) 2010 SEE PART IV FOR CONTINUATIONS 032081 01-13-11 39 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 schedules F0rm99Oor99O- 2010 AMERICANS FOR TAX REFORM 52-1403587 Pa ez -art Events. Complete rf the orgamzatron answered "Yes" to Form 990, Part IV, lrne 18, or reported more than $15,000 of fundrarsmg event contnbutrons and gross Income on Form 990-EZ, lmes 1 and 6b events gross recerpts greater than $5,000 t#1 t#2 Oth ven ven er even Tom' events (add col through col 0 (event type) (event type) (total number) 2 1 Gross rece|pts 2 Less: Chantable 3 Gross rncome ||ne 1 mmus Ime 2 4 Cash pnzes 5 Noncash pnzes 3 Q- 6 costs LLI 7 Food and beverages 8 Entertamment 9 Other dlrect expenses 10 Drrect expense summary Add Innes 4 through 9 rn column 11 Net lncome summa Combme lrne 3 column and lrne 10 Part Gaming. Complete lf the organlzatron answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, llne 6a Pull tabs/lnstant Total gamrng (add (3) Bmgo bingo/Dmgresslve bingo (C) other gaming Col (6) through Co' (cn OJ cn 1 Gross revenue 3 2 Cash pnzes 0) 3 Noncash prrzes LU 4 Flent/fac|I|ty costs 5 Other drrect expenses 6 Volunteer labor No lj No lj N0 7 Dlrect expense summary Add lrnes 2 through 5 rn column 8 Net amm rncome summa Combme l|ne1 column and lune 7 9 Enter the statels) un the organlzatron operates gammg a ls the organrzatron Ircensed to operate gammg rn each of these states? Yes lil No If explam 10a Were any of the organ|zat|on's gaming Ircenses revoked, suspended or termrnated during the tax year? Yes lj Ng If "Yes," explaun 032082 01-13-11 Schedule (Form 990 Or 990-EZ) 2010 4 0 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 Schedule (Form 990 or 990-Eg) 2010 AMERI CAN FOR TAX REFORM Page 3 11 Does the organlzatlon operate gammg nonmembersthe organrzatlon a grantor, beneticrary or trustee of a trust or a member of a or other formed to charrtable gamrng? Yes No 13 the percentage of gamlng operated rn a 'Uwe organ1zat|on's facrlity 13a An outsrde faorhty 14 Enter the name and address of the person who prepares the organ|zat1on's gamrng/specral events books and records Name Address 15a Does the orgamzatron have a contract a party from whom the orgamzatron recelves gamlng revenue? Yes No If "Yes," enter the amount of gamrng revenue recerved by the orgamzatron and the amount of gamrng revenue retarned by the pany . If "Yes," enter name and address of the party. Name Address 1 16 Gamrng manager rnformatron Name Gamrng manager compensatron of serv|ces provlded 1:1 Drrector/offrcer lil Employee [3 Independent contractor 17 Mandatory a Is the orgamzatron requrred under state law to make charrtable OISTFIDUTIODS from the gamrng proceeds to retaln the state gamlng I|cense'7 I3 Yes No Enter the amount of requlred under state law to be to other exempt organrzatrons or spent rn the ori an1zat|on's own exemg dunng the tax year Supplemental Information. Complete part to provrde the explanatlons requlred by Part I, Ime 2b, columns (111) and and Part Ill, Innes 9, 9b, 10b, 15b, 15c, 16, and 17b, as Atso complete thus part to provrde any rnformatron Qsee SCHEDULE PA.RT I LINE 2B LIST OF TEN HIGHEST PAID FUNDRAISERS: I NAME OF FUNDRAISER: HSP DIRECT I ADDRESS OF FUNDRAISER: 13755 SUNRISE VALLEY DRIVE #450, HERNDON, VA 20171 SCHEDULE G, PART I, LINE 2B, COLUMN THE ORGANIZATION ALSO PAID $925 212 IN MAILING, PRINTING, LIST, CAGING, AND DATABASE MAINTENANCE EXPENSES . oszoaa 01-13-11 Schedule (Form 990 or 990-EZ) 2010 41 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 xw rorguo 5__oN_ A E__on_v _og he U5 gn" 60302 EEO A ug C0503 EEN _"Amo WWE _H_mmE_H_m ZOMWEU mN Hom PM OH O3 PN mohmgm?o mg__Ho SA Nom Om ZOHBSEB QWBHEHJ mob EEO Lo (R)UCm_w_wmm ESG :mg w_nS__Q% LO ESG 3Oa5a AE _Uv C0303 ON: Z_m ggoum Em QEMZ A EUQGC 3 C3 Ea CQ: EOE E239 9_0 OC *On QE V620 Ooqmw CQ: QOE tg _Omm Oy U_Em_>>wEw mg BQQEOO _wggm 2: m_Lo_EN_Ewm5 _"Em _Em I _Ugg EH 3:2 Em: 33 wr: _wm5UmOo__ Q5 Ea gamma oz Wm; LO Ecsm 2: 2 U33 EN _8CEm_m? 05 EH 2:55 23 EDOEN 2: OH WEOO9 $06 3:2234 2:20 N_wmmodH|Nm mom UHNE a>o_n_Em_ OE _omm ov coghq BEQEOO M265 D225 Q5 Em 2 EEO _ug 63 :oo_m__mF oz Q20 _Ogg _Og nv OB EBZOE HUZO B4 MOZ ZH EBH3 HSE D24 MOZ Wm QWZHOU mH EUHI3 NJEBZOE mH WMHIB mB?Bm OB OB hh?Bm m?m M94 MHWIB ZH MIB Z0 NQEBZOE mB?Bm HZHJ 650 32.500 _Dm CUEO OODV EEG UOLEE Mg A3 UFO _Dv EDEDZ Sv _wOC_2m_Wm_w ESQ EEWC 330 _mn Ea NN Ea dom OH EH "gsm _u2__5 2; 550 gm" ?55 H_an_ mom mZ?UHmm2? OENn?mE6l_2626w scHEouLE Compensation Information OMB 1545-ow (Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest 1 0 Compensated Employees Complete if the organization answered "Yes" to Form 990, Department ol the Treasury Pa" Iv' 'me 23' oqen to p.ubhc Internal Revenue servree Attach to Form 990. See se arate instructions. nspechon Name of the organization Employer identification number AMERICANS FOR TAX REFORM 52-1403587 Questions Regarding Compensation 1a Check the appropriate box(es) if the organization provided any of the following to or for a person llsted In Form 990, Part VII, Section A, lane 1a Complete Part to provide any relevant information regarding these Items First-class or charter travel Housing allowance or residence for personal use Travel for companions lj Payments for business use ot personal residence Tax indemnification and gross-up payments Health or soclal club dues or fees spending account Personal services (e maid, chautteur, Chet) If any of the boxes on llne Ta are checked, did the organization follow a written policy regarding payment or reimbursement or provlslon of all of the expenses descnbed above? If complete Part Ill to explaln 2 Did the organization require substantratron prior to or allowing expenses incurred by all officers, directors, trustees, and the CEO/Executive Dlrector, regarding the :tems checked ln lune ta? No 3 Indicate which, rf any, of the following the organization uses to the compensation of the organ|zat|on's CEO/Executive Director Check all that apply. Compensation committee Written employment contract Independent compensatlon consultant Compensation sunrey or study IE Form 990 of other organizations |31 Approval by the board or compensatlon 4 During the year, did any person listed |n Form 990, Part VII, Section A, line 1a, with respect to the tiling organization or a related organization- a Receive a severance payment or change-of-control payment from the organization or a related organization? nn, or receive payment from, a supplemental nonqualrtled retirement plan? Participate ln, or receive payment from, an equity-based compensation arrangement? lf "Yes" to any of lines 4a-c, list the persons and provide the amounts for each item in Part Ill Only section and 501(c)(4) organizations must complete lines 5-9. 5 For persons listed ID Form 990, Part VII, Section A, line 1a, dad the organrzatuon pay or accrue any compensation contingent on the revenues of a The organization? Any related organization? It "Yes" to lrne 5a or 5b, describe in Part 6 For persons listed ln Form 990, Part Vll, Section A, line 1a, d|d the organrzatron pay or accrue any compensatron contingent on the net earnings of' a The organrzatron? Any related organization? If "Yes" to line 6a or Sb, describe rn Part Ill 7 For persons listed in Form 990, Part VII, Sectnon A, line 1a, did the organization provide any non-fixed payments not described rn lines 5 and 6? lf "Yes," describe rn Part Ill 7 8 Were any amounts reported in Form 990, Part Vll, paid or accrued pursuant to a contract that was subrect to the |n|t|aI contract exception descnbed in Regulations section 53 If "Yes," descnbe in Part 9 If "Yes" to line 8, the organlzatron also follow the rebuttable presumptlon procedure described |n Re ulatlons section 53 4958-6 LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2010 032111 12-21- 10 44 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 mw or_r~_Nv NFEMO DSN ag Eaui!|ii_ am Om EIZEQ mod _mg 2 _Eb llnl?mo mm i?mw mb 2 BQHDOMOZ mgomwr Blix mn: 3 _go isl?mm mg :o_Hmw_\_gEoO r_O_Hmm__wn_C__8 UBLOQQ EEZ :o_Hmm__gEoO wCE3_oo m_DmxmEOZ Em Ev 2: uma _Og CO WEDOEN my EV CEEOO Et _gg E3 652 tg _Omm CO _U2w__ HOC UGEE 39 CO 2: EO: EEOQQ age gg; ?03 OOSW WQQOU $3 *Wg Us Em N?_mn_ N_wmmo_qH'Nm mom UHNE DEN gm CEN _Og Eau: N24 WDDQUZH POZ DHD MOZ OHON WEP _nw _Dm _Mm _Dv Ewa gO_a__Umg EH OP tg QP: m_mn_ EB mom m?UHmm? DEN Og SCHEDULE Noncash Contributions 1545 (Form 990) 1 0 Complete if the organizations answered "Yes" on Form Department ofthe Treasury 990, Part IV, lines 29 or 30. Open to Public Internal Revenue SBFVICB Attach to Form 990_ Name of the organization Employer identitication number AMERICANS FOR TAX REFORM 52-1403587 Types of Property Art - Works of art Art - Hnstorrcal treasures 1 2 3 Art - Fractional interests 4 Books and publications 5 Clothmg and household goods 6 Cars and other vehicles 7 Boats and planes no Nmlow mm E3 I 23 S2 ESR5 354:09 ua; 5 -"rv I cn'*cncocn- .nmffoggigjg m:r 3 3':r:l'IJo-52 H- 0 9| -rf-up-L m33<711 0131 3" `UNom CDO Dim- E25-5m:~ -3 9 NN gp to 2-3.- 0 7-::soo H33 ni "7 Om U1 "Ir 5.13 Q50 O3 Emi' 9- moog E-m'r-pm: - 3 :ref '5gCIJN ?-eng lu-rfb Q-TA ON 'bf Q3 mg Q- :r5' 33' 2 E, 'Orgs anata) (bi (C) Check if Number of Noncash contribution Method of determining noncash contr|but|on amounts items contnbuted Form 990 Part line 1 47 16281018 756386 11033 20l0.0404l AMERICANS FOR TAX REFORM 11033 1 1 SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ 990 ?r Complete to provide information for responses to specific questions on 1 0 Department D1 the Treasury Form 990 or 9i0-Et); or to provide any additional information. Open iq Publig meme, Revenue Semee ach to Form 990 or 990-EZ. Inspection Name of the orgamzatuon Employer identification number AMERICANS FOR TAX REFORM 52-1403587 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: AND REGULATIONS OF GOVERNMENT AND RALLYING SUPPORT FOR LOWER TAXES AND SMALLER GOVERNMENT AND CONGRESSIONAL ACCOUNTABILITY. FORM 990 PART LINE 4D OTHER PROGRAM SERVICES: EVENTS AND EDUCATION: ATR HOSTS A MULTITUDE OF PRESS CONFERENCES, MEETINGS AND SPECIAL EVENTS HIGHLIGHTING THE WORK. EXPENSES 295,226. INCLUDING GRANTS OF 24,770. REVENUE 0. FORM 990 PART VI SECTION A LINE 4: l. ATR ADOPTED A NEW DOCUMENT RETENTION POLICY WHICH EXPANDS THE LENGTH OF TIME FOR WHICH ATR RETAINS ALL DOCUMENTS RANGING FROM 3 YEARS FOR GENERAL CORRESPONDENCE TO PERMANENTLY FOR CERTAIN FINANCIAL DOCUMENTS. 2. ATR ADOPTED CHANGES TO ITS ACCOUNTING MANUAL CONSISTENT WITH CURRENT INDUSTRY STANDARD BEST PRACTICES. 3. ATR UPDATED ITS CONFLICT OF INTEREST POLICY TO REFLECT CURRENT BEST PRACTICES. 4. ATR ESTABLISHED TERMS OF THREE YEARS FOR ITS BOARD OF DIRECTORS. 5. ATR BYLAWS WERE OTHERWISE UPDATED TO REFLECT CURRENT BEST PRACTICES RECOMMENDED BY COUNSEL. FORM 990 PART VI SECTION A LINE 8B: - THE BOARD DOES NOT HAVE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11: CHAIRMAN OF BOARD, CHIEF OF STAFF, DIRECTOR OF DEVELOPMENT, AND FINANCE MANAGER ALL REVIEW THE 990. THEN THE LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule 0 (Form 990 or 990-EZ) (2010) 032211 01-24-11 48 16281018 756386 11033 2010.0404l AMERICANS FOR TAX REFORM 11033 1 0 Schedule Form 990 or 990- 2010 Pa 2 Name of the orgamzatlon Employer identification number AMERICANS FOR TAX REFORM 52-1403587 990 IS TRANSMITTED VIA EMAIL TO ALL BOARD MEMBERS. SUBSEQUENTLY, A BOARD MEETING IS CALLED EITHER IN PERSON OR VIA CONFERENCE CALL TO PRESENT THE 990 AND ASSENT OF THE BOARD IS OBTAINED. FORM 990 PART VI SECTION LINE 12C: ALL NEW EMPLOYEES AND BOARD MEMBERS ARE ASKED TO SIGN A STATEMENT INDICATING THEY ARE FAMILIAR WITH THE POLICY. PRESIDENT CHIEF OF STAFF AND DIRECTOR OF DEVELOPMENT PERSONALLY MONITOR ACTIVITIES OF EMPLOYEES TO ASSURE COMPLIANCE. IN ADDITION, ALL EMPLOYEES PRODUCE A SUM ARY OF ACTIVITIES EVERY WEEK TO THE CHIEF OF STAFF AND PRESIDENT WHICH ARE ALSO REVIEWED BY THE DIRECTOR OF DEVELOPMENT AND WHICH IS SCRUTINIZED FOR ANY VIOLATION OF THE POLICY. FORM 990 PART VI SECTION LINE 15: BEFORE MAKING RECOM ENDATIONS TO THE BOARD DIRECTOR OF DEVELOPMENT AND CHIEF OF STAFF OBTAIN 9905 FROM ALL WASHINGTON-DC BASED SIMILAR ORGANIZATIONS. COMPENSATION IS COMPARED WITH OTHER ORGANIZATIONS. IN ADDITION METRICS SUCH AS PRESS APPEARANCES QUOTES, PUBLIC EFFECTIVENESS METRICS AS POLITICAL MAGAZINE RANKINGS) ARE TAKEN INTO ACCOUNT BEFORE A RECOM ENDATION IS MADE. THESE METRICS ARE DISCUSSED WITH THE BOARD BEFORE THE BOARD APPROVES ANY COMPENSATION ADJUSTMENT DECISIONS FOR THE PRESIDENT. THESE POLICIES WILL BE APPLIED TO FUTURE DECISIONS THE BOARD MAKES REGARDING KEY EMPLOYEES AS DEFINED BY THE 990. BEFORE 2008 AMERICANS FOR TAX REFORM HAD NO OTHER THAN THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19: UPON REQUEST, AMERICANS FOR TAX REFORM WILL PROVIDE COPIES OF THESE DOCUMENTS. FORM 990 PART IX LINE 12: Schedule 0 (Form 990 or 990-Ez) (2010) 49 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 Schedule Form 990 or 990-EZ 2010 Pa 2 Name of the organnzahon Employer identification number AMERICANS FOR TAX REFORM 52-1403587 IN 2010, ATR SPENT OVER ?8 MILLION IN ELECTION RELATED ADVERTISEMENTS. OVER $4 MILLION OF THE ADVERTISEMENTS SUPPORTED SPECIFIC LEGISLATION OR CANDIDATES. THE REMAINING ADVERTISMENTS WERE PROGRAM RELATED ADVERTISEMENTS. 3i??J?,1 s?nedu|e (Form 990 or 990-Ez) (2010) 50 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 CEN :Umm _og he W_,_o__o3bg_ 05 03 _gzoz #04 hom vm _mom _mo UQ ZOBUZHEWQ3 moodh m_H__q 32 EWWMEW ZENH Nmvoojwmm hm_H_? Emohmm mob Oz _gov Em C0503 C0503 D222 _m_x_M_M_W_m%_m_%umW pogo O__n3n_ goo 253 >P_>_pOm _Em A2 ADV :Mg X2 9; mccju mCo_HmN_Cmm__O Ha EEOXQXQ 2_0 _ug QM _gm 2 Qt EQQEOOV QECJOU Cm_Ep_ 3_Em H026 BME _gg Z_m_ SGEEODV g_H_Em_ um_Egw__W_n_ t_Wn_ mom UHNE 05 2533 gm A _gm _Eau 2 A OAWWDQO _om _mm _g _mm ME: _og 2 __o_EN_cmm__o G5 A _gm _Sona zoo_m%_F oz Uougom cron: 233 EE _98 b_Em_ 223 U6 UFO BZCQ H095 _gg mC_5_u Ugg: EOE 2_0 UE vm t_Nn_ _Og OH 2: 3 gO_?_wN_C_wm__o Q9 Ei 3:33 ON gg So Bm 0636 _mug xg EO: 9__u?E Kon EDOEM 0 _U2m_mE3 _U2_w_mE 320 v__u_EoU U2m_m: PO _r_o_toQo_%_D OEM 50grgm?tg EW vga? go g_l_NOg vm _gm OH Qt EQQEOQ 3 _ml uw I mom UHMM EN Og 1 CEN _Og Eau: ogxr gag mom ?UHmm? gum i ZOHEEZDOM V29 mom EUHMME EJOEM cg 35 EEO GEMZ EEO t?Ob_ gg EECEH EEO OH 6 SWS 5529; ESO EE LOW E50 0_3 gQ__gx(R) ESE OH _gg gg WEWQW LO 5 LO v_ EEO EO: 233 DWSJ EEO OF 353 (R)mg_L_Oxm EEO EOE50 WGECEQ5 wCg|_ 0 EEO OH $2C_W__gm EOEEUQE _Baz A mm _Mmm _mm _vm 2: tg _gm 2 EH HQQEOOV fan mom UHNHM DEN Og 1 m*__i_g_Om UPON ASO OZ mW> ON xon EDOEG 220: COSUD _Ego _goo warm ?53 _gg EmE__n_ Z_m Em _wmmium _mgmz I I I A Cm_w__o* ho ho mC__E_wmE gm E59 3_5 EE $05 233 Cp: USODUCOU Qt LOEE _m 3 Ugg EZCD ?03 EH g_>OLn_ A Nm _Omm OH 2: m__n_2_w_P vm mn_ _mom OEN Ommw _Ecu m_3U9__oW I ld ScheduIeFI Fon-n990 2010 AMERICANS FOR TAX REFORM 52-1403587 Pa e5 Part Supplemental Informatuon Comglete th|s Qart to Qrovrde addmonal nnformatnon for resgonses to gueshons on Schedule Qsee Instructions) 3351 $610 s?neau|e (Form 990) 2010 5 5 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 OMB No 1545-0172 F--m Depreciation and Amortization 9 9 0 1 0 (Including information on Listed Property) Department ot the Treasury internal nevenue service (99) See separate mstructlons. Attach to your tax return. sequence No 67 Name(s) shown on return Business or to which form relates number Election To Expense Certain Property Under Section 179 Note: If you have any lrsted property, complete Part before you complete Part I 1 Maxlmum amount (see instructionsTotal cost of section 179 property placed rn servlce (see instructions) 3 Threshold cost of sectlon 179 property before reduction rn limitation Reduction in l|m|tat|on. Subtract line 3 from line 2 lf zero or less, enter -0- 5 Dollar tor tax ear Subtract llne 4 from line 1 If zero or less enter -0- ll marned se aratel see instructions 6 7 Listed property Enter the amount from llne 29 8 Total elected cost of section 179 property Add amounts ln column lines 6 and 7 9 Tentative deduction. Enter the smaller of line 5 or line 8 10 Carryover of disallowed deductron from line 13 of your 2009 Form 4562 11 Business income Enter the smaller of business income (not less than zero) or llne 5 12 Section 179 expense deductlon Add llnes 9 and 10, but do not enter more than lrne 11 13 Car over of dlsallowed deduction to 2011 Add lines 9 and 10, less llne 12 Note: Do not use Part ll or Part below for listed property Instead, use Part Special Depreciation Allowance and Other Depreciation (Do not include listed property.) 14 Special depreciation allowance for qualified property (other than llsted property) placed in sennce during the tax year 15 Property subject to section 168(t)(1) electron 16 Other de recratron rncludln ACRS 3 5 3 5 Part MACRS Depreciation (Do not include listed property (See instructions) Section A 17 MACRS deductions for assets placed ln service ln tax years beginning before 2010 18 It ou are electln to rou an assets laced rn servlcedunn the lax ea: into one or more eneral asset accounts check here II Convention (1) Method Section - Assets Placed in Service During 2010 Tax Year Using the General Depreciation System Month and Basis lor depreciation Classification ol property year placed (business/investment use Rgcogery rn service only - see instructions) "0 Depreciation deduction 198 3-yearproperry ll 5-yearprop-my li 71/ea' 10-yearpropeny ll 15-year property 20-yearproperw 11 - 25-year proven Flesrdentlal rental property IK EK Nonresrdentlal real property Section - Assets Placed in Service During 2010 Tax Year Using the Alternative Depreciation System 20a Class life 12- ear 1 40- ear IMI Summary (See 21 Listed property Enter amount from line 28 22 Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 rn column and line 21 - Enter here and on the appropriate lines of your return Partnerships and corporations - see For assets shown above and placed rn service during the current year, enter the ortron ot the basis attributable to section 263A costs LHA For Paperwork Reduction Act Notice, see separate instructions. Form 4562 (2010) 56 16281018 756386 11033 2010.04041 AMERICANS FOR TAX REFORM 11033 1 F0fm4552(20`l0) AMERICANS FOR TAX REFORM 52-1403587 P2992 -art Listed Property (Include automobiles, certain other vehicles, certain computers, and property used for entertainment, recreation, or amusement Note: For any vehrcle for you are using the standard mlleage rate or lease expense, complete only 24a, 24b, columns through (cl of Sectron A, all of Sectron B, and Section if Section A - Depreciation and Other Information (Caution: See the Instructions for for passenger automobrles 243 Do you have evidence to support the us cla|med'? lj Yes No 24b lf "Yes rs the evidence wr|tten(1) Type ol property "5'"e53 C051 of Recovery Method/ Deprecratlon GC 9 placed rn investment section 179 (list vehicles Sen/Ice use percentage other basrs use only) period Convention deducllon Cost 25 Special depreciation allowance for qualified listed property placed in service dunng the tax year and used more than 50% in a uallfied business use 26 Property used more than 50% in a qualafied business use 27 Propert used 50% or less in a quallfled business use I 2 28 Add amounts in column lines 25 through 27 Enter here and on Ilne 21, page 1 29 Add amounts rn column line 26 Enter here and on line 7, a 1 Section - information on Use of Vehicles Complete this section tor vehicles used by a sole proprietor, partner, or other "more than 5% owner," or related person If you provided vehicles to your employees, first answer the questions in Section to see if you meet an exception to completing this section for those vehicles. 30 Total miles driven durlng the Vehicle Vehicle Vehrcle Vehicle Vehrcle Vehicle year (do not include commulmg mules) 31 Total commuting miles driven during the year 32 Total other personal (noncommutrng) miles driven Add lines 30 through 32 34 Was the vehicle available for personal use No UUHHQ Off-duly 11111111111 Mmeemm than 5% owner or related person? 36 ls another vehtcle available for personal use? Section - Questions for Employers Who Provide Vehicles for Use by Their Employees Answer these questions to determine if you meet an exception to completing Section for vehicles used by employees who are not more than 5% owners or related persons 37 Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting, by your No employees? 38 Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by your employees'7 See the instructions for vehicles used by corporate oftrcers, directors, or 1% or more owners 39 Do you treat all use of vehicles by employees as personal use? 40 Do you provide more than five vehicles to your employees, obtain |nfon'nat|on from your employees about the use of the vehicles, and retain the information rece|ved'7 41 Do you meet the requirements concerning qualified automobile demonstration use? Note: lf our answer "Yes do not com lete Secrron for the covered vehlcles Amortization 6 (H) (bl (dl (fl Description ol costs D312 ?lI'|1UrllZ3lJ0l'l Amofttzable Code Amortization beams Hmvunl period or percentage f0' WS vw 42 Amortization of costs that begins during your 2010 tax year. 43 Amortization of costs that began before your 2010 tax year 44 Total. Add amounts in column See the instructions for where to re ort 016252 12-21-10 16281018 756386 11033 Form 4562 (2010) 57 2010.0404l AMERICANS FOR TAX REFORM 11033 1 Form 8868 Application for Extension of Time To File an (Rev Januafv 20' 'l Exempt Organization Return OMB N0 1545 1709 Department ol the Treasury rmemar Revenue Service File a separate application for each return. If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box lf you are tiling for an Additional (Not Automatic) 3-Month Extension, complete only Part ll (on page 2 of this form) Do not complete Part ll unless you have already been granted an automatic 3~month extension on a previously Hled Form 8868 Electronic filing (e-file). You can electronrcally tile Form 8868 rl you need a 3-month automatic extension of time to file (6 months for a corporation required to tile Form 990-T), or an additional (not automatic) 3-month extension of time. You can electronically file Form 8868 to request an extensron of time to frle any of the forms listed rn Part or Part ll with the exception of Form 8870, Information Return for Transfers Associated With Certain Personal Benefit Contracts, which must be sent to the IRS in paper format (see For more details on the electronic of thas form, :rs ov/efrle and click on e-frle for Chantres 3. Non rofrts Automatic 3-Month Extension of Time. Only submrr on; mal lno res neededl A corporation required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete Part I only Cl All other corporations 0ncludrng 1120-C frlers), REMICS, and trusts must use Form 7004 to request an extensron of trme to file income tax retums Type or Name of exempt organization Employer identilicatnon number print Fnebyme AMERICANS FOR TAX REFORM 52-1403587 due date fo, Number, street, and room or suite no. lf a O. box, see 7 2 2 1 2TH STREET NO . 4TH FL City, town or post office, state, and ZIP code For a foreign address, see instructions WASHINGTON DC 2 000 5 Enter the Return code for the return that this application is for (ite a separate application for each return) ls For Code Is For Code Form 990 Form 990 cor oratron 07 Fofm 990-BL 02 08 Form 990-Ez Us 09 Form 990 PF 04 Form 5227 10 Form 990-T lsec 401lal or 408?al trustl Form 6069 1 1 12 Form 990-T trust other than above THE ORGANI ZATION Form 8870 0 Thebooksare|nthecareof> 722 12TH STREET N.W. NO. 4TH FL - WASHINGTON DC 20005 Tele-phoneNo} ?202)785-0266 FAXNO) 0 lf the organization does not have an office or place of business an the Unrtecl States, check this box 5 0 lf this is for a Group Return, enter the organrzat|on`s four digit Group Exemption Number (GEN) If thas as for the whole group, check this box [3 lf at rs for part of the group, check box and attach a lust with the names and ElNs of all members the extension IS for 1 I request an automatic 3 month (6 months for a corporation required to file Form 990-D extension of time untrl AUGUST frle the exempt organization return forthe organization named above The extension rs for the orgamzat|on's return for 'Xl calendar year 2 0 1 0 or lj tax year and ending 2 lf the tax year entered rn line 1 rs for less than 12 months, check reason lj return Final return 1-J Change rn period 3a If this is for Form 990-BL, 990 PF, 990-T, 4720, or 6069, enter the tentatrve tax, less any - nonrefundable credits See instructions 3a . lf this applacatlon is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax a ments made Include an nor ear over a ment allowed as a credrt 0 . Balance due. Subtract line 3b from line 3a Include your payment with this form, rl required, - usin EFTPS Electronrc Federal Tax Pa ment stem See instructions 3c 0 . Caution. lf you are going to make an electromc fund with thus Form 8868, see Fomt 8453-EO and Form 8879 EO for payment instructions LHA For Paperwork Reduction Act Notice, see Instructions. Form 8868 (Rev. 1 2011) 023841 01-O3- 11 L6180502 756386 11033 2010.03040 AMERICANS FOR TAX REFORM 11033 1 "l Form 8868 Flev. 1-2011 Pa 2 If you are tiling for an Additional (Not Automatic) 3-Month Extension, complete only Part ll and check this box Note. Only complete Part ll if you have already been granted an automatic 3-month extension on a previously tiled Form 8868 If you are tiling for an Automatic 3-Month Extension, com lete only Part I (on page 1). Additi0I\El| (N0t Al.lt0l'I13tiC) 3-Month EXlel1Si0rl of Time. Only file the original (no copies needed). Type or - ERICANS Fon TAX REFORM 52-1403587 Empioyer idemmcation number ie Number, street, and room or suite no. lf a O. box, see instructions extended 722 12TH STREET N.W. NO. 4TH FL lilsng your return see City, town or post office, state, and ZIP code For a forergn address, see instructions ASHINGTON DC 2 0 0 0 5 Enter the Return code for the retum that this application is for (tile a separate application for each return) ls For Code ls_ For Code Fofmeeo . Form 990-BL oe Fam. 990-ez 09 Foffn sew IM 10 Form 990trust 11 Form seo-T mer other than above 13 12 Do not complete Part ll if you were not alreag granted an automatic 3-month extension on a gevicusly filed Form 8868. THE ORGANIZATION 0 The books are rn the care of 722 12TH STREET . W. NO . 4TH FL - WASHINGTON DC 2 000 5 TelephoneNo.} ?2022785-0266 FAXNO lf the organization does not have an office or place of business in the United States, check this box 0 lf this is for a Group Hetum, enter the organ|zation's four digit Group Exemption Number (GEN) If this is for the whole group, check this box lf it is for part of the group, check this box 1:1 and attach a list with the names and ElNs of all members the extension is for. 4 I request an additional 3-month extension of time until NOVEMBER For calendar year 2 0 1 or other tax year beginning and ending 6 lf the tax year entered in line 5 is for less than 12 months, check reason: lj Initial retum Final return Change in accounting period 7 State In detail why you need the extension ADDITIONAL TIME IS NEEDED TO PREPARE A COMPLETE AND ACCURATE RETURN Ba lf this application is for Form 990-BL, 990 PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits See instructions 0 . If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made Include any pnor year overpayment allowed as a credit and any amount paid "Hag reviousl with Form 8868 0 . Balance due. Subtract line 8b from lane Ba. Include your payment with this form, if required, by using Electronic Federal Tax Pa ment stem See instructions 0 . Signature and Veritication Under penalties of per|ury, I declare that I have examined this lorm, including accompanying schedules and statements, and to the best ol my knowledge and belief, it is true, correct, and complete, and that am authorized to prepare this form. Signature 2 CSM4 Title CPA Date /9 Form ease (neu 1-2011) 023842 01-24-1 1 10250809 756386 11033 2010.04010 AMERICANS FOR TAX REFORM 11033 1