Page efile GRAPHTC print - DO NOT PROCESS lnternal Revenue Service For the 2O16 cale Name change rina¡ E Amended return D Applicat¡on Open to Public Inspection o1-o D Employer ¡dentlflcatlon number Americans for Prosper¡ty Foundatlon 52-t527294 Dolng business as E Init¡al return E nnt C Name of organizat¡on B Check if applicable: E 2016 Þ Do not enter social secur¡ty numbers on this form as it may be made public. Þ Information about Form 990 and its instrucLions isatwww,IRs.aov/formgg7, Department of the Treasury Address change OMB No. 7545-0047 under sect¡on 5o1(c), s27, or 4947(a)(t) of the rnternal Revenue code (except private foundations) %Å E DLN: 93493313OO4L47 Return of Organizat¡on Exempt From lncome Tax -,'."990 A ORIGINAL DATA - Production I of50 Number and street (or P.O. box ¡f mail ¡s not del¡vered to street 1310 N Courthouse Rd No 700 E a¿arsl noonV* Telephone number 224-3200 I Clty or town, state or prov¡nce/ country, and ZIp or fore¡gn postal code Arllngton, VA 22207 G Gross receipts 527,97O,463 F Name and address ot principal officer: Emily Seidel 1310 N Courthouse Rd No 700 Arlinqton, VA 22201 r rax-exempt status: M s01(c)(3) fl sor1.¡ ( { ) t Webs¡te:l* www.americansforprospe KFormof organizat¡on: Part M corporat¡on E trust n H(a) ls i (rnsert no.) fl +s+z1u¡1r¡ o, I ncluded? If "No," attach a list. (see instructions) szz H(c) ,org Assoc¡ation this a group return for !Y"r M ruo subordinates? H(b) Are all subordinates E y". !ruo Group exemption number L Year of formãtlon: 1987 ! otner) > M State of legal domicile: DE I 1 Briefly describe the organization's m¡ssion or most signiticant activities Fair r.ålê I lq ñêr<ôñc t^ in.rêâcÞ 1tÌ ã reness ahôul a frep c¡onnmv 4¡ lË p 2 3 ìd e1 d; Check this box r" ! if the organization discontinued its operations or disposed of more than 25olo of its net Number of voting members of the governing body (Part VI, line la) 3 4 5 5 Total number of individuals employed in calendar year 2016 (part V, line 2a) 5 t,t26 6 s00 6 Total number of volunteers (estimate if necessary) q(J 7a Total unrelated business revenue from Part VIII, column (C), line 12 b Net unrelated business taxable income from Form 990-T, line 34 Pr¡or Year È! ,1 ËË 5 4 Number of independent voting members ofthe govern¡ng body (part VI, line 1b) 8 Contributions and grants (Palt VIII, line th) 9 Program service revenue (Paft 20,108,429 VIII, line 29) 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) 11 Other revenue (Patt VIII, column (A), l¡nes 5, 6d, 8c, 9c, 10c, and 11e) t2 Total revenue-add lines I through 11 (must equal Part VIII, column (A), line 12) 13 14 15 Grants and similar amounts paid (Part IX, column (A), lines 1-3 Benefits paid to or for members (Part IX, column (A), line 4) ) . , Salaries, other compensation, employee benefits (Part IX/ column (A), lines 5-10) 16a Professional fundraising fees (Part IX, column (A), line 11e) b 17 18 19 7a 0 7b 0 Current Year 25,t47,503 2,064,679 2,246,O2L 19,85C -2,258 c 22,r92,958 248,23s 0 )a t,266 tL6,3B7 0 0 14,326,077 72,344,O77 38,408 26,958 Total fundra¡s¡ng expenses (Part IX, column (D), l¡ne 25) >7123þ2O Other expenses (Part IX, column (A), lines 11a-11d, l7f-24e) Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) Revenue less expenses. Subtract line 18 trom line 12 L3,202,282 t0,537,520 27,87s,002 23,028,942 -s,622,044 Beglnnlng of Current Yeal b 4,362,324 End of Year Y) ûJ +1 ü ød 20 21 22 Part II K Total assets (Paft X, line 16) 7,s36,863 Total liabilities (Palt X, line 26) 4,642,381 3,L79,257 Net assets or fund balances. Subtract line 21 from line 20 2,894,482 7,256,806 10,436,063 nature https ://eup. eps. irs. gov/mef/ndprd/sdi/proxy/printSub I2llU2017 Page 2 of 50 Under penalt¡es of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best ot rliy knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledqe. \ Sign Here 2017 -77-O9 Date /soratrre õiorncer Paid Preparer Use Only E lr or name Pr¡nt/Type preparer's name Dav¡d C MoJa Firm's name È F¡rm's address Preparer's signature David C Moja Cap¡n Crouse LLP Þ972 Emerson Parkway STE A Greenwood, IN Date checl fl F¡rm's EIN ¡r > PTIN POO747006 36-3990892 Phone no. (317) 885-2620 46143 My"s Ero May the IRS discuss this return wlth the preparer shown above? (see instructions) For Paperwork Reduction Act Notfce, see the separate instructíons, https ://eup. eps. irs. gov/mef/rrdprd/sdi/proxy/printSub Cat. No. 11282Y Form 99O (2016) I2lIIl20t7 Page 3 Form 990 (2016)- Page Part III 1 Briefly describe the organization's m¡ssion: of50 2 Statement of Program Service Accompl ishments Check if Schedule O contains a resDonse o r note to a line in th¡s Part III Educate IJS Dersônç to increase awareness of the onerât¡ on and value of a free econômv. 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-Ez? ! yes M n¡o If "Yes," describe these new services on Schedule 3 O. Did the organization cease conducting, or make significant changes in how it conducts, any program services? nV." If "Yes," descr¡be these changes on Schedule Mno O. 4 Describe the organization's program service accompl¡shments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizalions are required to report the amount of grants anà allocations to others, the total expenses, and revenue, if any, lor each program service repoted, 4a (code: 4b ro134l2o lncluding grants of g ) (Expenses $ 2,246,02r ) ) (Revenue g National off¡ce - educate the American Publ¡c to increase awareness of the federal government's impact on the operat¡on and value of a free economy. (Code: ) (Expenses g 7,449,692 tnctuding gränts ofg 116,387 ) (Revenue g State chapters - educate the American Publ¡c to ¡ncrease awareness of state govetnment impact on the operat¡on and value of a free economy 4c (code 4d Othêr program services (Describe in Schedule O.) 4ê Total orooram serv¡ce exDensesl (Expenses ) (Expenses $ g lncluding gränts of $ including grants of g ) (Revenue ) (Revenue $ $ 17 RA).R1) Form 990 (2016) https ://eup. eps. irs. gov/mef/rrdprd/sdi/proxy/printSub l2lrll20t7 Page 4 Form 990 (2016) Page of50 3 Part IV Yes 1 Is the organization described ¡n sect¡on 501(c)(3) or 4947(a)(7) (other than a private foundat¡on)? Schedute Aþ) ff "Yes," complete . ø Istheorganizationrequiredtocomplete ScheduteB,scheduleof Contributors(seeinstructions)? 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposilion to candidates for public office? If "Yes," complete Schedule C, Part I U Sectìon 5Of (c)(3) organ¡zat¡ons, Did the organization engage in lobbying ?ctivities, or have a section 501(h) election in effect during the tax year? If "Yes," complete schedute C, Part II fl . Is the organization a section 501(c)(a), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? 4 5 ff'Yes,' comptete 6 7 8 9 Schedute C, Part Iil ,91 I 2 2 . . Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or i¡vestment of amounts in such funds or accounts? If "Yes," complete Schedute D, Paft I Fi) Did the organization receive or hold a conservation easement, including easements to preserve open.space, the environment, histor¡c land areas, or histor¡c structures? If 'Yes,' complete Schedute D, Part II ffi) Did the organization maintain collections--of works of art, historical treasures, or other similar assets? If "Yes," complete Schedute D, Part III ffi Did the organization report an amount in Part X, line 21 for escrow or custodial account l¡ability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services?ff "Yes," comptete Schedute D, Part IVP) 10 Did the organization, directly or through a related orþanization, hold assèts in tempora.r$i restricted endowments, permanent endowmentè, or quasi-endowments? ff "Yes," complete Schedute D, Paft V Z^l 11 If the organization's answer to any of the following questions is "Yes," then complele Schedule D, Patts VI, VII, VIII, No Yes Yes No 3 4 Yes No 5 NO 6 7 No I No 9 No 10 No or X as applicable. a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? complete Schedule D, Part VL D¡d the organization report an amount for investments-other securities in Palt X, line 12 that is 5olo or Írorê of its total assets repoded in Part X, line 16? /f "Yes," complete Schedule D, Part VII +^l If'Yes,' b c d ø. t.' *."t to: or more ot its Did the organization report an amount for investments-program related in Part ': total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VilI &r":" Did the organization report an amount for other assets in Part X, line 15 that is 590 or more of its total assets reported in Part X, line 16? If "Yes," complete Schedute D, Paft Ix gl . e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X r Did lhe organization's separate or consolidaled Financial statements for the tax year include a footnote that addresses the organ¡zation's liab¡lity for uncetain tax positions under FIN 43 (ASC 740)? If "Yes," complete Schedule D, Part Xffi 12a ïl) Did the organizat¡on obtain separate, independen_t audited financial statements for the tax year? 'Yes,' complete Schedute D, Parts XI and XII '.fi) . Was the organization included in consol¡dated, independent audited financial slatements for the tax year? If'Yes,' and if the organ¡zation answered "No" to line 12a, then completing Schedule D, Parts XI and Xil ¡s opt¡onal If b 13 Is the organization a school described in section 170(b)(1)(A)(ii)? l4a Did the organ¡zation maintain an ofFice, employees, or agents outside of the United ff'Yes,' complete Schedule E States? . b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments , valued at $100,000 or more? If "Yes,'complete Schedule F, Pafts I and IV 1la Yes 1lb No 1lc No 1ld Yes lle Yes 1lf Yes l2a t2b No Yes 13 No l4a No t4b No 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other ass¡stance to or for any , foreign organizaEion? If "Yes," complete Schedule F, Parts II and IV 15 NO 16 D¡d the organizat¡on report on Part IX, column (A), line 3, more than $5,000 oF aggregate grants or other assistance to or for foreiþn ¡ndividuals? If "Yes," complete Schedule Ft Parts III and IV , 16 t7 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and !le? If "Yes," complete Schedule G, Part I (see instructions) Wl Did the organization reporl more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines lc and Ba? If "Yes," comptete Schedule G, Part il %l Did the organization report more than $15,000 of gross income from gaming activities on Pad VIII, line 9a? If "Yes." Part fiI . complete Schedule 18 19 gl L7 18 19 No Yes No No Form 99O (2016) htçs ://eup. eps. irs. gov/mef/ndprd/sdi/proxy/printSub T2IIII2OIT Page 5 Form 990 (2016). Pa rt IV Checklist of Requ¡red (continued) Yes 2Oa Did the organization operate one or more hospital facilities? b ff "yes," complete schedute H 2Oa If "Yes" to line 204, did the organization attach a copy of its audited financial statements to this return? Did the organization report more than $5,ooo of grants or other assistance to any domestic organization or domestic government on Part lX, column (A), line l? If ,,yest,, complete Schedule I, parts I and IL , ø 22 Did the column Did the current organization report more than $5,000 of grants or other assistance to or for domestic on part IX - -,individuals (A), liñe 2? If "Yes¡" complete Schedute I, parts I and III . . {Ëforganization answer "Yes" to Paft VII, Section A, line 3, 4, or 5 about compensation of the organization,s and former officers, directors, trustees, key employees, and highest compensated employeesi If "yes," completescheduleJ , No 2t Yes 22 23 No Yes frl 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than g10O,OOO as of the last day ot the year, that was issued after December 3f,2OO2? If;yès," answer t¡nes 24b through 24d and complete Schedule K. ff "No," go to line 25a . b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary per¡od exception? c , No 24d 24b Did the organization maintain an escrow accounÈ other than a refunding escrow at any time during the year to defease any tax-exempt bonds? d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 24c , 24d 25a Section 501(c)(3), 5O1(cX4), and 501(cX29) organizat¡ons. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "yes," 25a complete Schedute L, Part I fr;:J b Is the organization aware Èhat it engaged in an excess benefit transaction with a disqualitied person in a prior year. and that the transaction has not been reported on any of the organization's pr¡or Forms 990 or 990-EZ? 2sb g complete Schedute L, Part I 26 Did the organ¡zation report any amount on Part X, l¡ne 5, 6, or 22 fot receivables from or payables to any current or former officers, dlrectors, trustees, key employees, highest compensated employees, or disqualified persons? 26 If 'Yes,ù complete Schedule Lt Part II W 27 D¡d the organization prov¡de a grant or other assistance to an officer, director, trustee, key employee, substantial conÈributor or employee thereof, a grant selection committee member, or to a 35o/o controlled entity or family member 27 of any of these persons? ff "Yes,' comptete Schedule L, pat Iil , %l 28 Was the organization 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 b A current or tormer officer, director, trustee, or key employee? Part IV If "yes," complete Schedule L, A family member of a current or tormer officer, director, trustee, or key employee? IV# If ,,yes, gil 30 Did the organ¡zation receive contributions of art, historical treasures, or other similar assets, or qualified conservation contr¡but¡ons? If "Yes," comptete Schedute M , thl 3l Did the organization liquidate, terminate, or dissolve and cease operat¡ons? 32 Did the organization sell, exchange, dispose of, or transfer more than 250lo ôf its net assets? If "Yes," complete Schedule N, Part II 33 Did the organization own 100o/o of an entity disregarded as separate from the organization under Regulations sections 3OL.77Ol-2 and 301.7701-3? ff "Yes," complete Schedule R, Part I Was the:organization related to any tax.exempt or taxable ent¡ty? ff "Yes," comp[ete Schedule R, Part il, ilr, or IV, and É;t Paft V, l¡ne 1 , If "Yes," complete Schedule N, Part 36 37 s 3a No No 28b No 28c Yes 29 Yes 30 No 31 No 32 No 33 Yes 34 Yes 35a 35b Section 501(c)(3) organizations, D¡d the organization make any transfers to an exempt non-charitable related qi) organization? If "Yes," comptete Schedute R, Part V, t¡ne 2 Did the organization conduct more than 5olo of its acLivities through an entiLy that is not a related orga¡ization and that 36 "Yes," complete Schedule R, Part VI H Did the organ¡zation complete Schedule O and provide explanat¡ons in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. If No 28a It'Yes'to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(bX13)? If "Yes," complete Schedule R, Paft V, l¡ne 2 is treated as a partnership for federal income tax purposes? No I 35a Did the organization have a controlled entity within the meaning of section 512(bX13)? b No complete Schedule L, Part c An entity ot which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedute L, part IV W g 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes," coñplete Schedule M 34 No tnh 2l 23 of50 4 No Yes No 37 38 Yes Form 990 (201 https ://eup. eps. irs. gov/mef/ndprd/sdi/proxy/printSub t2lrU20t7 Page 6 of 50 Form 990 (2016) Part V . Page or note to Check if Schedule O contains a a line in this Part V Yes la b c Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable 1a Enter the number of Forms W-2G included in line la.Enter-O- if not applicable tb 0 2a th¡s return No 1 Did the organization comply with backup withholding rules for reportable payments to vendors and reporLable gaming (gambling) winnings to prize winners? ' 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed tor the calendar year ending with or within the year covered by 1c Yes 2b Yes 1,1 b If at least 3a 5 Statements Regarding Other IRS Filings and Tax Compliance one is reported ôn Iine 2a, did the organization file all required federal employment tax returns? Note.If the sum of lines 1a and 2a is greater lhan 250, you may be required to e-file (see instructions) Did the organization have unrelated business gross income of $1.000 or more during the year? . 3a b It"yes,"hasittiledaForm990-Tforthisyear?IF"No"toline3b,provideanexplanationinScheduleO. No 3b calendar year, did the organization have an interest in, or a signature or other authority over, financial account in a foreign country (such as a bank account, securities account, or other financial account)? 4a At any time during the a 4a No 5a No 5b No b It "Yes," enter the name of the foreign country: > See instruct¡ons for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR) Sa Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? b Did any taxable party notify lhe organization that il was or ¡s a party to a prohibited tax shelter [ransaction? c It "Yes," to line 5a or 5b, did the organization file Form 8886-T? 6a b 7 a 5c Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization 6a solicit any contributions that were not tax deductible as charitable contribut¡ons? If "yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deduct¡ble? . 6b Organizations that may receive deductible contributions Ûnder section 170(c)' Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and servi provided to the payor? b If "Yes," did the organization notify the donor of the value of the goods or services provided? c Did the orqanizat¡on sell, exchange, or otherwise dispose of tangible personal propety for which it was required d If "Yes," indicate the number of Forms 8282 filed during the year e Did the organization receive any funds, directly or ind¡rectly, to pay premiums on a personal benefit contract? f g It the organization received 7b contract? . 7c No 7e No 7r No a contribution of qualified intellectual propefty, did the organization file Form 8899 as 7g . If the organization received a contribution of cars, boats, airplanes, or other vehicles, did ihe organization file a Form 7h 1098-C? I No 7d Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit required? 7a to file Form 8282? h No Sponsor¡ng organizations ma¡nta¡ning donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? 9a b 10 a Did the sponsoring organization make any taxable distributions under section 4966? Did the sponsor¡ng organization make a distr¡bution to a donor, donor advisor, or related person? Initiat¡on fees and capital contributions included on Part VIII, line 12 Sect¡on a VIII, line 12, For public use 1Oa of club lac¡lities 10b 50f(c)(12) organ¡zations. Entefl 11a Gross income from members or shareholders b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) 12a Sect¡on 4947(a)(1) non-exempt charitable trusts. Is lhe b If "Yes," enter the amount of tax-exempt 13 9b Section 501(c)(7) organizations, Enter: b Gross receipts, ¡ncluded on Form 990, Part 11 I 9a . 11b organization filing Form 990 in lieu of Form 1041? ¡nterest received or accrued during the year l2d Lzb Sect¡on 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to ¡ssue qualified health plans ¡n more than one state?Note. See the instructions tor additional information the organization must report on Schedule O. b Enter the amounÈ of reserves the organization is required to maintain by the stales in which the organization is licensed to ¡ssue qualified health plans . htps ://eup.eps.irs. gov/mef/ndprd/sdi/proxy/printSub 13a 13b l2ltu20l7 Page 7 of 50 c 14a b Enter the amount of reserves on hand l 13c Did the organization receive any payments for indoor tanning services during the tax year? . , If "Yes," has it filed a Form 720 to report these payments?If "No," prov¡de an explanation in Schedute O l4d No Form htþs ://eup. eps.irs. gov/mef/ndprd/sdi/proxy/printSub r2lIll20r7 Page 8 Form 990 (2016) Part VI . eage 6 Governance, Management, and DisclosureFor each "Yes" response to lines 2 through 7b below, and for a "No" response to llnes 8a, 8b, or 10b below, describe the c¡rcumstance, processes, or changes in Schedule O. See ¡nstructions, Check if Schedule O contains a res M or note to an line ¡n this Part VI nt A. Yes la of50 Enter the number of voting members of the governing body at the end of the tax year 1a 5 1b 5 No If there are material differences in voting rights among members of the governing b 2 3 body, or if the govern¡ng body delegated broad authority to an executive committee or similar commitLee, explain in Schedule O. Enter the number of voting members included in line 1a, above, who are independent Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other otticer, director, trustee, or key employee? ' Did the organization delegate control over management duties customarily performed by or under the direct supervis of officers, directors Or trustees, or key employees to a management company or oLher person? . 4 Did the organization make any sign¡ficant changes to its governing documents since the prior Form 990 was filed? 5 Ou.ing ,* ,"". O" ,n" oinunlru,"n 0"."." "*r." 6 of a s¡gn¡f¡cant divers¡on ot the organization's assets? Did lhe organization have members or stockholders? ' . ' 7d Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members oF the governing body? b Are any governance decisions of the organizalion reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? 2 No 3 No 4 No 5 No 6 No 7a No 7b No I D¡d the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: a The governing body? b Each committee with authority to act on behalf of the govern¡ng body? 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes," provide the names and addresses in Schedule O ' 8a Yes 8b Yes I No B Yes lOa Did the organization have local chapters, branches, or affiliates? lOa Yes If "Yes," did the organ¡zation have wr¡tten polic¡es and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consisten[ wìth the organlzation's exempt purposes? 11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the 10b Yes b form? b Describe in Schedule t2a Did the organization have a written conflict of interest policy? If "No," go to l¡ne 13 . Were officers, directors, or trustees, and key employees required to d¡sclose annually interests that could give rise to conflicts? c Did the organization regularly and consistently monitor and enforce compliance with the policy? Schedule O how th¡s was done , . If "Yes," desfiibe in l2a Yes t2b Yes l2c Yes 13 Yes 1,4 Yes The organizalion's CEO, Executive Director, or top management official 15a Yes Other ofFicers or key employees of the organization 15b Yes policy? 13 Did the organization have a written whistleblower T4 Did the organization have a written document retention and destruction policy? 15 Did the process For determining compensation of the following persons include a review and approvaì by independent persons, comparability data, and contemporaneous substant¡ation of the deliberation and decision? If "Yes" Èo . l¡ne 15a or 15b, describe the process in Schedule o (see instruclions). 16a Did the organization invest in, contribute assets to, or participate ¡n taxable entily during the year? b No o the process, if any, used by the organization to review this Form 990. b a 1la No a joint venture or similar arrangement with a 16e No If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps [o safeguard the organization's exempt status wilh respect to such arrangements? , 16b Sect¡on C. Disclosure 17 List the States with which a copy of this Form 990 is required to be f¡led> AL,AK,AZ,AR, CA, CO,CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OK, PA, RI, SC, SD 18 TN TX UT VT WA WI DC Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection, Indicate how you made these available. Check all that apply. f] own website n Another's website M Upon request ! https ://eup. eps.irs. gov/mef/ndprd/sdi/proxy/printSub oth". (explain in Schedule o) 12trU2017 Page 9 19 20 of50 Describe in Schedule O whether (and if so, how) the organizalion made its governing documents, conflict oF interest policy, andlfinancial statements available to the public during the tax year. State the name, address, and telephone number of the person who the organlzatlon's books and records: '>Tim Carnahan 1310 N Courthouse Rd No 700 vA 22 3) 224-32OO Form 99O https ://eup. eps.irs. gov/mef/rrdprd/sdi/proxy/printSub 016) r2lrU20t7 Page 10 of50 Form 990 (2016) Part vtl Page 7 Trustees, Key Employees, H¡ghest Compensated Em Compensation of Officers, and Independent Contractors Check if Schedule O conta¡ns a resÞonse or note to any line in this PaÊ VII Sect¡on A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed, Report compensation for the calendar year ending wilh or within the organization's tax year. *.List all of the organization's current officers, directors, trustees (whether individuals or organizations), regfrdless ot amount of compensation. Enter -0- in columns (D), (E), and (F) if no compënsation was paid. ú List all of the organization's current key employees, if any. See instructions tor definit¡on of "key employee," a List the organization's five current highest compensated employees (other than an officer, director, trustee or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. a List all of the organization's former officers, key employees, or highest compensaled employees who received more than $100,000 of reportable compensat¡on lrom the organizat¡on and any related organizations' a List all of the organization's former directors or trustees that received, ¡n the capacity as a former director or trustee ot the organization, more than $10,000 of reportable compensation trom the organization and any related organizations. List persons in the following order: individual trustees or direclors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. I ! cneck this box if neither the nizat¡on nor related an ization d irector or trustee. (B) (c) (D) (E) (F) Name and T¡tle Average hours per week (list any hours for related orga n izations below dotted line) Position (do not check more than one box, unless person is both an officer and a director/trustee) Repottable compensation from the orga n¡za tion Reportable compensation from related Estimated' amount of other MISC) Mrsc) (}ã g* =b. ç!s ã ñ tr a ã Í =. 6 T tt T -Tl f nE s g 'D t' tu 3 '& 4 lÞ q D .4: orga niza (w- 2/L099- ti compensation trom the organization and related organizations ons (w- 2/1099- C\ D a -= Ë Õ Çt (ú ID 1J Ë 3 ¡D ù\ & (1) David current olficer (A) rD 2,00 Koch X 0 X 0 Chairman (2) Nancy Pfotenhauer 2,00 Dlrector 2.00 2.00 (3) Debra Gail Humphreys 0 0 X D¡rector (4) Cy Nobles X c X c Director 2,00 (5) Dr Walter Williams D¡rector 6.50 (6) T¡m Phill¡ps X President 43.5C (7) T¡mothy Carnahan 20.0c Treasurer, CFO 30.0c ' 27,983 37 7 t775 32,O2O X 61,385 48,23( 5,1 16 X s3¡378 51,,284 73,397 X 2tB,42l 227,331 31,598 X 203/3 18 aA72 17.147 X zt7t4 268,664 77 t9s6 X 86,186 t74,984 20t357 X 2t4,O7B 715,24C 3 139,56 22,5t2 (8) Robert Heaton Treasurer, CFO (part year) 24.5C (9) Luke Hilgemann 33.5C cEo 1 (10) Slade O'Brien VPlGrassroots Leadership A 6.5C 48,5C 1.5C (11) Brent Gardner 10,0c VP/Government Affairs 40 0c (12) Teresa Oelke 23.5C VP, State Operations 26.5C (13) Chr¡stopher F¡nk 36,0C coo 14,0C (14) John P¡ke 65, 1,945 VP of Technology https ://eup. eps.irs. gov/mef/rrdprd/sdi/proxy/printSub I2llIl20l7 Page 11 of50 (A) (B) (c) (D) (E) (F) Ñame and T¡tle Average hours per week (list any hours for related organ izations below dotted line) Position (do not check more than one box, unless person is both an ofticer and a director/trustee) Reportable compensation Estimated organizat¡on I (w- 2/1099- Repottable compensation from related organ izations Mrsc) MISC) ' -â- äl (D =4. 'Dtr c)E FîÜ d tr rÞ T ID 'Tl \4, 'F 3 t from the (w- 2/109e- amount of other compensatlon from the organization and related organ izations iE TJ 5 a 'ú --{ 't. {¡ TJ 30.00 (15) Victor Bernson 20.00 30.00 Secretary, VP & General Counsel 2ô (16) lennlfer Stefano 48.00 VP-Br¡dge to Well Being (part year) (17) Alex Guerreiro VP of HR X 155,252 79,979 X 70,7t2 2,94Ê X 47,962 186,92C 16,362 On 2.00 30.00 30t6a2 20.00 Form 99O https ://eup. eps.irs. gov/mef/rrdprd/sdi/proxy/printSub 16 t2lrU20r7 Page 12 of 50 Form 990 (2016) Part VII , Page Section A. and D (A) (B) (c) (D) (E) (F) Name and Title Average hours per week (list any hours for related orga niza tions below dotted line) Position (do not check more than one box, unless person is both an officer and a Reportable compensation from the org anizalion (W2/ 1099-MrSC) Repoftable compensation from related org a niza tions EstimaEed d irector/trustee) O= aÈ = q iqÊ É uÎ', =É, tr'¿ e Ø d fl: $ 3 ;Ë iÞ D 'E û 3 lf I H {Þ1 frq -Tl amount of other compensation from the (w- 2/10e9- organizat¡on and rela ted orga nizations MISC) = TJ tr t ñ iD Eg, ú '¡, ß ¡;L 2s.0c (18) Sean Lans¡ng X 77,O76 725t756 1 5,194 X 83,281 14ltqo2 24,868 10,78C 1 10,780 28¡O26 25,0C off¡cer (19) chase Downham 25,00 Director (20) Dust¡n zvonek 25.00 25.00 I D¡rector (21) Mark Lucas 25,00 2s.00 Director 25,00 25,00 (22) Phill¡p Joffr¡on X 1 X t24tlt2 101,546 9,322 X 76,972 125,586 13,668 2s.00 1b Sub-Total c Total d from continuatíon sheets to Part vII, Sect¡on A t,7t9, l¡nes lb and 2,280, 2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizatìon > 6 3 Did the organ¡zation list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? ff "Yes," complete Schedule I for such ind¡vidual . . 4 For any individual listed on line 1a/ is the sum of repoftable compensation and other compensatìon from the organization and related organizations greater than $150,000? If "Yes," complete Schedule I for such 330,178 Yes individual . . B. In 1 No Yes 5 No Contractors Complete this table for your f¡ve h¡ghest compensated independent contractors that rece¡ved more than $100,000 of compensation n¡zation. tion for the calendar year ending with or within the o nization's tax from the (a) (B) Name and bus¡ness address Qu¡nn Emanuel Urquhart & Sulllvan LLP 86s 3 4 Did any person listed on line 1a receive or accrue compensat¡on from any unrelated organizaLion or individual for services rendered to the organization?If "Yes," complete Schedule I for such person . 5 No (c) Descr¡Þtion of services Legal Fees 5t746t544 St 1oth Floor S lnfo Tech Inc Consulting serv¡ces 264,t54 Promotlonal mater¡als 235/666 Poll¡ng and media 168,904 5700 SW 34th St Suite 1235 WebbMason Inc PO Box 62414 MD i360 212642474 LLC PO Box 37406 MD 27297 https ://eup. eps. irs. gov/mef/rrdprd/sdi/proxy/printSub t2lIU20l7 Page 13 of50 (c) (B) Beacon Hlll Staffing Group stafflng L38,422 PO Bot' 846193 193 2 Total number of in from contractors (including but not limited to those llsted above) who received more than on>6 gIOO,OOO of Form 99O (2016) r ì';:l i il:¡ll.i :l r:( htþs ://eup. eps.irs. gov/mef/rrdprd/sdi/proxy/printSub r2lru20t7 Page 14 Form 990 (2016) Part VIII . Page 1a b Membersh¡p dues . c Fundra¡sing events ' <( n6 Related organizations #i de Government grants (contr¡butlons) É.:¡Ít f All other contr¡but¡ons, glfts, grants, and slmllar amounts not included = Ëüt above g Noncash contributions included 'LA 1b s; IJÊ (B) (c) (D) Related or exempt fu nction revenue Unrelated Revenue excluded from tax under sections b usi ness revenue 5r2-5t4 1d 1f 25,747,503 t,L3t,278 f. h Total.Add lines 1a-11 25,147 t5O3 Busìness code {Ì, dx 2a s b qr r,} c it¡ d s f ê- gTotal.Add lines 2a-2f ¿tt (A) Total revenue 1c in lines 1a-1f:$ UË line in this Part VIII nse or Federated campaigns Q@ 9 Statement of Revenue Check if Schedule O contains a tñ! of50 Program Serv¡ce charge 900099 2t23At79r 900099 7 t23O 2,234,797 7 t23C e à¡ r¡, Þ û,\ All other program service revenue , 3 Investment income (including div¡dends, interest, and other > similar amounts) , 4 Income from investment of tax-exempl bond proceeds ) sRoyalties. > ' (ii) Personal (i) Real il' þ 2,246,O21Þ , 6a Gross rents b Less: rental expenses c Rental income or (loss) d Net rental income or (loss) (ii) Other (i) Securit¡es 7a Gross amount from sales of assets other 576,939 than lnventory b Less: cost or other basis and 579 sales expenses c Ga¡n or (loss) d Net gain or (loss) t19i -2,25t -2,258 2t258 8a Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 a b Less: direct expenses , b c Net income or (loss) lrom tundraising events 9a Gross income from gaming activities. See Part IV, line 19 a b Less: direct expenses b c Net income or (loss) from gaming activities È Gross sales of inventory, less returns and allowances b Less: cost of goods sold c Net income or (loss) from sales ot ¡nventory , , Þ https ://eup. eps. irs. gov/mef/rrdprd/sdi/proxy/printSub l2lrU20t7 Page 15 of50 ,Miscellaneous Revenue Business Code 11a b c d e revenue . . Total. Add lines 11a-11d 12 Total revenue, See Instructions. 27,39t,26( 2,246,O27 c Form 99O https ://eup. eps. irs. gov/mef/rrdprd/sdi/proxy/printSub 20t r2ltU20t7 Page 16 Form 990 (2016) Part Ix of50 Bage 1O Statement of Functiona Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) if ule O contains a or note to line in this Part IX Do not ¡nclude amounts reported on lines 6b, 7b, 8b, 9b, and lob of Part VIIL 1 Grants and other assistance to domestic organizations and domest¡c governments. See Part IV, line 21 2 Grants and other assistance to domestic individuals. See Part (A) Total expenses (B) (c) Program serv¡ce ùlanagement and qeneral exÞenses exÞenses (D) Fundra¡s¡ngexpenses rt6,387 116,387 1,348,335 1,026¡061 764,949 8,336,437 6447 tOtT 884,330 1,005,090 743t576 109,106 24,287 10,183 Lt2t4t7A9 657,676 474,556 t,3o4,940 861/089 262,2r2 4,245,5O9 4,771,369 74,r40 IV, line 22 3 crants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Paft IV' line 15 and 16. 4 Benef¡ts paid to or for members 5 Compensa[ion of current officers, directors, trustees, and L57,325 key employees 6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in sect¡on 49s8(c)(3)(B) 7 Other salaries and wages 8 Pension plan accruals and contributions (include section 401 (k) and 403(b) employer contributions) 9 Other employee benefits 1O Payroll taxes 11 . 42,557 1B 1,639 Fees for services (non-employees): a Management . , b Legal 45,900 c Accounting 45,900 d Lobbying e Professional fundraising services. See Palt IV, line 17 f 26¡958 26,958 Investment management fees gOther (If line 11g amount exceeds 100/o of line 25, column (A) amount, list line 119 expenses on Schedule O) 12 Advetising and promotion 13 Office expenses . , 14 Intormation technology 15 688,82s t27,44t 561/ 384 65,373 s0/871 4,262 to,24o 462t7L6 497 A4O 3s5,t4t 10,13s Royalties 16 Occupancy , 17 Travel 9O4,2A2 371,942 79,s47 2t346,479 2¡tt6,I7O 89,47r 74Ot778 6s4,634 654,634 779,229 t29,984 32,830 t6,4t5 7,355,777 , 18 Payments of travel or enlertainmenL expenses for any federal, state, or local public ofricials 19 Conferences, conventions, and meetings 20 Interest , . 21 Payments to aFfiliates 22 Depreciation, depletion, and amortization , 23 Insurance 24 Other expenses. Itemize expenses not covered 19/878 19¡878 44,9A6 above (List miscellaneous expenses in l¡ne 24e. If line 24e amount exceeds 10o/o of line 25, column (A) amount, list line 24e expenses on schedule o.) a Taxes, licenses, fees 44,986 b Membership Dues t2t379 c Equipment leasing 6¡871 d List rental e All other 670 ses 25 Total functional expenses, Add lines 1 through 24e 26 Joint costs. Complete this line only if the organization 6,605 3t844 1,930 6,871 610 8,360 6,O70 23,O28,942 t7,842,872 60 I \)7 3,422,5tO 763 7,723t62O reported in column (B) jo¡nt costs from a combined educational campaign and fundraising solic¡tation. Check here r n ¡r following SOP 98-2 (ASC 958-720) Form 99O https ://eup. eps.irs. gov/mef/ndprd/sdi/proxy/printSub t2trIl2017 Page 17 Form 990 (2016). X Part Page 11 Balânce Sheet Check if Schedule O contains a or note to a line in this Part IX (A) Beginning of year 1 2 3, 4 5 6 of50 Cash-non-interest-bearing 1,774,190 Savings and temporary cash investments Pledges and grants receivable, Accounts receivable, net (B) End of year net I 6,592,676 2 , , 3 , 4,1 86 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees, Complete paft II of Schedule L Lo d under 4 0 5 se co vo {4 4t, +.1 7 I 9 1Oa b 1t (9) II Notes and loans receivable, net . j 7 , Inventories for sale or use Prepa¡d expenses and deferred I charges . Land, build¡ngs, and equ¡pment: cost or other basis. Complete Part VI of Schedule D 1Oa 13 t4 Intangible assets 380,515 9 515,949 lOc t2 13 t4 15 Other assets. See Part IV, line 11 4,862,023 15 16 Total assets,Add lines 1 through 15 (must equal line 34) 7,536,863 16 17 Accounts payable and accrued expenses 3,620,257 18_. GrantspAyab-le,r,, 19 beferred revenué' 19 Tax-exerhpt bond liabil¡t¡es 20 2t Escrow or custodial account liability. Complete part IV of Schedule 22 Loans and other payables to current and former olficers, directors, trustees, key employees, highesL compensated employees, and disqualified II of Schedule 2t D 22 L Secured mortgages and notes payable to unrelated third pafties 24 Unsecured notes and loans payable to unrelated third parties 25 Other liabilities (including federal ¡ncome tax, payables Èo related third parties, and other liabil¡t¡es not included on lines 17-24). Complete palt X of Schedule D 1,022,124 25 2,068,784 26 Total l¡ab¡lities.Add lines 17 through 25 4,642,381 26 3,179,257 2,659,506 27 6,862,656 28 394,1 50 Organizat¡ons that follow SFAS 117 (ASC 958), check here complete lines 27 through 29, and l¡nes 33 and 34, 23 24 ) VI Unrestricted net assets 28 Temporarily restricted net assets 29 Permanently restricted net assets an¿ 234,976 29 Organizations that do not follow SFAS 117 (ASC 958), check here ¡ n and complete lines 30 through 34, 30 Capital stock or trust pr¡ncipal, or current funds 30 31 Paid-in or capital surplus, or land, building or equipment fund 31 €{ 32 ùa 33 E 1,110,473 23 = LL (u t7 2,528,032 10,436,063 18 20 27 e B1 26't,233 11 . persons. Complete Part 1,054j22 1,'155,430 Less: accumulated depreciation Investments-publiclytraded securities, Investments-other securities, See Part IV, line 11 Investments-program-related. See Palt IV, line 11 t2 6 plele Part 34 Relained earnings, endowment, accumulated income, or other lunds Total net assets or fund balances i , Total liabilities and net assets/fund þalances 32 2,894,482 33 7,256,806 7,536,863 34 10,436,063 Form 990 (2016) https ://eup. eps. irs. gov/mef/ndprd/sdi/proxy/printSub t2llv20t7 Page 18 of50 iase 12 Form 990 (2016) Part XI Reconcilliation of Net Assets check if 2 Total revenue (must equal Paft VIII, column (A), line 12) Total expenses (must equal Part IX, column (A), line 25) 3 Revenue less expenses. Subtract line 2 from line 4 Net assets or fund balances at beginn¡ng of year (must equal Part X, line 33' column (A)) 5 Net unrealized ga¡ns (losses) on investments 6 Donated seryices and use of facil¡ties 7 Investment expenses I Prior period 9 Other changes in I . adjustments . 1 XIf 1 39r,266 2 23,O28,942 3 4,362,324 4 2,894,482 5 . 6 7 ' . ' or Fund balances (explain in Schedule O) 10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B)) Part n line in this Patt XI or note to e O contains a neÈ assets I 9 0 7,2s6,806 10 Financial Statements and Report¡ng ch M or note fo a Yes 1 2a ! casn M Accrual n Oth"t Accounting method used to prepare the Form 990: If the organ¡zation changed its method of accounting from a prior year or checked "Other," explain in Schedule O. Were the organization's financial statements compiled or reviewed by an independent accountant? If'yes,' check a box below to indicaÈe whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both: ! b Separate basis fl Consolidated basis E Separate basis M Consolidated basis n 2b Yes 2c Yes eoth consolidated and separate basis c 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? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. 3a No eoth consolidated and separate basis Were the organization's financial statements audited by an independent accountant? If'Yes,' check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: ! 2a No 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-133? 3a No b If "Yes," did the organization undergo the required audit or audils? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such aud¡ts. 3b Form 99O (2016) https ://eup. eps. irs. gov/mef/rrdprd/sdi/proxy/printSub r2ltU20r7 Page 20 of 50 efile GRAPHIC print - DO NOT SCHEDULE A ORIGINAL DATA PROCESS . Product¡on DLN: 934933L3OO4147 Public Gharity Status and Public Support (Forni.990 or 990E2) Complete ¡f the organization ¡s a sect¡on 501(c)(3) organization or a section 4947(d)(l) nonexempt char¡table trust, Þ Attach to Form 99O or Form 990-EZ. Þ rnformat¡on about schedule A (Form 99o or 990-EZ) and its ¡nstruct¡ons ¡s at Department of the Treasury lnternal Revenue Serv¡ce Name of the organizat¡on Employer Americans for Prosperlty Foundat¡on Public 2 n n 3 4 5 n 6 n M 7 8 n n 9 2016 Open to Public on number must organ¡zation ¡s not a private fo tr ¡ 7 q)-1 c)a)oL I I OMB it is: (For lines 1 through 12, only one box.) A church, convention of churches, or association of churches described in sect¡on A school described in sect¡on 170(b)(t)(A)(ii). 17O(b)(lXA)(i), (Attach schedule E (Form 990 or 990-EZ).) A hospital or a cooperative hosp¡tal service organization described ¡n section l7o(b)(1)(A)(i¡¡), A medical research organization operated in conjunction with a hospital described in sect¡on 170(b)(1)(A)(¡ii). Enter the hosp¡tal's name, city, and state An organization operated for the benefit of a college or university owned or operated by a governmental unit described in sectíon l7O (b)(r)(a)(iv). (complete Paft II.) A tederal, state, or local government or governmental unit described in section fZO(b)(1)(l)(v), tlat normally receives a substantial palt of its support from a governmental unit or trom the general public described in section 17O(b)(1)(A)(vi), (Comptere parr II. ) A commun¡Ey trust described in sect¡on 17O(b)(t)(A)(vi). (Complete part II.) An organizatior An agricultural research organizat¡on described in 170(b)(f)(A)(ix) operated in conjunction with a land-grant college or univers¡ty or a non-land grant college of agriculture. See instructions. Enter the name. city, and state of the college or university: 10 n 1r An organization that normally recelves: (1) more than 33r/¡olo of its suppod from contributions, membership fees, and gross receipts from activities related to ¡Es exempt functions-subject to ceftain exceptions, and (2) no more than 33!zo/o of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See sect¡on so9(a)(2), (ComÞterq parr III.) n t] An orgánization organized and operated exclusively to test for public sately. See section t2 a n , tr b c tr d n 509(aX4). An organizåtion organized and operated e¡cluÀively for the benef¡t of of, or to carry out the purposes of one or more publicly supported organizat¡ons deädibêd in section 509(a)( , See sect¡on 509(a)(3), Check the box in lines 12a through 12d that describes the t/pe of supporting organl !2e, r2f, and 12g. Type I. A suppoding organization operated, supervised, or controlled by ¡ts suppofted organization(s), typically by giving the supported organizalion(s) the power to regularly appoint or elect a majority ot the directors or trustees of the supporting organ¡zation. You must cómplète Part IV, Sect¡ons A and B. . Type II' A support¡ng organ¡zat¡on superv¡sed or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the suppoted organization(s). You must . complete Part IV, Sect¡ons A and C, Type uI functíonally integrated, A suppolting organization operated in connection with, and functionally integrated with, its supporled organization(s) (see instructions), You must complete Part IV, Sections A, D, and E. Type III non-functionally integrated, A supporting organ¡zation operated in connection with its suppoted organization(s) that is not functionally integrated. The organization generally must satisfy a distribut¡on requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sect¡ons A and D, and part V, i] Check this box ¡f the organization received a written determination from the IRS that it is a Type I, Type II, Type UI functionally integrated, or Type III non-functionally ¡ntegrated supporting organization. Enter the nur¡ber of supported organizations e I g Provide the tollow¡n ¡nformati (i) Name of suppoted ll,93lllftio,lrr (ii) ErN (iii) Type of oro a n¡zation I I (iv) Is the organization listed in your governing document? '(ðedcÍ¡ bed on lines 1- 10 above (see i nstructions) ) Yes (v) Amount of monetary support (see instructions) (vi) Amount ot other support (see instructions) No Total For Paperwork Reduction Act Not¡ce, see the Instructions Form 99O or 99O-EZ, for https //eup. eps. irs. gov/mef/rrdprd/sdi/proxy/printSub : Cat. No. 11285F Schedule À (Form 990 or 990-EZ) 2016 I2llU20t7 Page 21 Schedule A (Form 99O or 990-Ez) 20L6 Part II 2 iPase Support Schedule for Organizations Described ¡n Sect¡ons 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and (b)(1Xe)(ix) of50 17O (Complete only if you checked the box on line 5, 7, B, or 9 of Part I or if the organizat¡on failed to qualify under Part low III. nization fails to nA. c year (c) 2014 (d) 201s (e) 2016 (f) Total (b) 2013 (a) 2or2 (or fiscal year beginning in) Þ III. If the I Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant,") . Tax revenues levied for the organizat¡on's benefit and e¡ther paid lo or expended on its behalt 2 3 The value of services or facilities lurnished by a governmental unit to the organizalion without charge.. Total. Add lines 1 through 3 The potion ot total contributions by each person (other than a governmental unit or publicly supported organization) included on ¡ine 1 that exceeds 2olo of the amount shown on line 11, column 4 s f). Publ¡c support. SubLract line 22,234,OO( 12,976,Otf 27,461,,647 20,704,429 25,r47,5O3 7Ot,927 ,s92 22,234,OO( t2,976,O1,ç 2t,46t,64r 20,rO8,429 25,747,5O3 s92 77,223,753 ( 6 5 ,, ,f r line 4. ,,1. 84,703,839 tl Sect¡on B. Total Calendar year 7 8 (a)2o12 (or fiscal year beginning in) Þ 9 Amounts from line 4. Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources (b)2013 G)20r4 22,234,OOC 72,976,0L9 2t,46t,64t 6,199 2,232 7,471 (d)201s (e)2016 20,tog,429 (f)Total 25,747,503 9/848 Net income from unrelated business activities, whether or not the business is regularly carried on 10 Other income. Do not include gain or loss from the sale of capital assets (Explain jn Part VI.). 11 Total support. Add lines 7 through LOL,937,44O 10 t2 Gross receipts from related activities, e[c. (see instructions) 13 F¡rst five years, If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, Section C. Computation of Public Support Percentage 14 15 Public support percentage for 2016 (line 6, column (f) divided by line 11, column Public support percentage for 2015 Schedule A, Part II, line 14 . !6a 33 tleolo support test-2o16. If t2 (f)) I r¿ I I tS I 83.090 o/o lq.qeO./o the organization did not check the box on line 13, and line L4 is 33 tlzo/o or more, check this box organization 6 33r¡to/osupporttest-2ols, Iftheorganizationdidnotcheckaboxonlinel3orl6a,andlinel5is33 box and stop here, The organization qualifies as a publicly supported organization and 620 .ÞM stop here, The organization qualifies as a publicly supported 1ßo/oormore,checkthis . Þn test-2o16. If the organizatìon d¡d not check a box on l¡ne 13, 16a, or 16b, and line 14 is 10olo or more, and ifthe organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly suppoded 17¿ 1Oo/o-facts-and-circumstances organization b loo/o-facts-and-circumstances test-2015, If the organization did not check a box on line 13, 16a, I6b, or t7a, and line 15 is 10o/o or more, and ifthe organization meets the "facts-and-circumstances" test, check this box and stop here, Explain ¡n Part VI how the organization meets the "facts-and-circumstances" test, The organization qualifies as a publicly supportedorganization 19 Pr¡vate foundat¡on. If the organization did not check a box on line 13, 16a, 16b, 77a, or l7b, check this box and see inslructions https ://eup. eps.irs. gov/mef/ndprd/sdi/proxy/printSub '' sclre¿ure . . . Þn . Þf] r i¡o.n' góo'..,ro-!rflo* I2lIv20t7 Page 22 Schedule A (Form,990 or 990-EZ) 2016 Part III Page of 50 3 Support Schedule for Organizations Descr¡bed in Section 509(aX2) Complete only if you checked the box on line 10 of Paft I or if the organization failed to qualify under Part II. If the orqanization fails to qualify under the tests listed below, olease comolete Part II Public Ca 1 (or físcal year ng in) Þ (a) 2oL2 (b) 2013 (c) 2ot4 (d) 201s (e) 2016 (f) Total (a) 2072 (b) (c) 2014 (d) (e) 2016 (f) Total Gifts, grants, contributions, and membership fees rece¡ved. (Do not include any "unusual grants.") . Gross receipts from admissions, merchandise sold or services 2 performed, or facilities furnished in 3 4 5 6 7a b I c any activity that is related to the organization's tax-exempt purpose Gross receipts from act¡vities that are not an unrelated trade or business under section 513 . Tax revenues levied for the organization's benefiI and either paid to or expended on its behalf. The value of services or tacilit¡es furnished by a governmental unit to the organization without charge Total. Add l¡nes 1 through 5 Amounts included on lines 1, 2, and 3 received from disqualified persons Amounts included on lines 2 and 3 received from oÈher than d¡squalified persons that exceed the greater of $5,000 or 1olo of the amount on line 13 for the year. Add Iines 7a a^d 7b. Publíc support, (SubtracL line 7c Section B. Total Support 9 year Ca (or f¡scal year begín,ning in) Þ 10ã i b c 11 12 13 201s 7975. Add lines 10a and 10b. Net income from unrelated business act¡vit¡es not included in line 10b, whether or not the business is regularly carried on. Other income. Do not include gain or loss from the sale of capital assets (Expla¡n in Part VI.) . Total support. (Add l¡nes 9, 10c, 11,;andÍ121)r.: . 14 2013 Amounts from line 6. Gross iricome from intèr'est¡ dividends, payments received on securities loans, rents, royalt¡es and income from similar sources. Unrelated business taxable income (less sect¡on 511 Èaxes) from businesses acquired after June 30, '"." I First five years, If the Form 990 is for the organ check this box and or tax year as a section orga n iza t¡on, . . . . Þ! here. of Public 1s 16 Public (f) d¡vided by Iine 13, column (f)) Public support percentage from 2015 Schedule A, Part III, line 15 15 16 of Investment Income L7 lB Investment ¡ncome percentage for umn by line 13, column (f)) t7 Investment income percentage from 2015 Schedule A, Part III, l¡ne 17 l8 not Lga 33ttto/o support tests-2o16. If the organization did not check Ehe box on line 14, and line 15 is more than 33 more than 33 yto/o, check th¡s box and stop here. The organization qualifies as a publicly suppofted organization . . Þ! b 33 tlso/o support tests-2015, If the organizat¡on did not check a box on line 14 or line 19a, and line 16 is more than 33 r¡¡olo and line 18 not more thai 33 ttzo/o, check this box and stop here, The organization qualifies as a publicly supported organ¡zat¡on . . Þn 20' Piivate foundaiioñt If the , nization did nót check a box on line or check this box and see instruct¡ons A https ://eup. eps. irs. gov/mef/ndprd/sdi/proxy/printSub is >tr 2016 r2ltU20t7 Page 23 i Schedule A (Form 990 or 990-Ez) 2016 Part IV page of50 4 Support¡ng Organizations (Complete only if you checked a box on line 12 of Paft I. If you checked 12a of Part I, complêle'sections A and B. If you chêcked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sect¡ons A, D, and E. IF you checked 12d of Part I, complete Sections A and D, and comÞlete Part V.) nizations Yes 1 Are all of the organ¡zation's supported organizalions listed by name in the organizat¡on's governing documents? If "No," describe ¡n Part vI how the supported organizat¡ons are designated, If des¡gnated by class or purpose, describe the des¡gnat¡on. If histor¡c and cont¡nu¡ng relationship, explain, 1 2 Did the organization have any supported organization that does not have an IRS determination of status under section 509 (a)(1) or (2)? ff "Yes," explain in Part VI how the organization determined that the supported organization was described in sect¡on 509(a)(1) or (2), 2 3a Did fhe organization have a supported organization described in section 501(c)(a), (5), or (6)? below, If "Yes," answer (b) and (c) 3a b Did the organization confirm thaE each supported organizat¡on qualified under section 501(cX4), (5)i or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organ¡zation made the determ¡nat¡on, 3b c Did the organ¡zation ensure that all suppoft to such organizations was used exclusively lor section 170(c)(2)(B) purposes? If "Yes," explain in Part vI what controls the organization put in place to ensure such use 3c 4a b c 5a b c 6 Was any supported organization not organized in the United States ("foreign supported organization")? checked 12a or 12b ¡n Part I, answer (b) and (c) below. ff "Yes" and ¡f you 4a Did the organization have ultimate control and discret¡on in deciding whether to make grants to the foreign supported organization? ff "Yes," descr¡be in Part VI how the organizat¡on had such control and discret¡on desp¡te being controlled or suDervised by or in connect¡on with ¡ts supported organizations, Di¿J the orgañization suppoft any foreign supported órganization that does not have an IRS determ¡nation under sections 501(c)(3) and 509(a)(1) or (2)? If "Yes," explain ¡n Part VI what controls the organ¡zation used to ensure that all support to the foreign supported organ¡zat¡on was used exclus¡vely for sect¡on 170(c)(2)(B) purposes. Did the organ¡zation add, subst¡tute, or remove any suppofted organizalions during the tax year? If "Yes," answer (b) and (c) below (¡f applicable). Also, provide detail ¡n Part V+ includ¡ng (¡) the names and EIN numbers of the supported organ¡zations added, subst¡tuted, or removed; (ii) the reasons for each such action; (¡¡¡) the author¡ty under the organ¡zation's organizing document author¡zing such act¡on; and (¡v) how the action was accompl¡shed (such as by amendment to the organ¡zing document), 4c II only. Was any added or substitu[ed supported organization part of a class already designated in the organization's organizing document? Substitut¡ons only. Was the substitution the result of an event beyond the organization's control? Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone than (i) ¡ts supported organizations, (ii) individuals that are paft of the charitable class benefited by one or more of its supporÈed organizations, or (ii¡) other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? If "Yes," provide deta¡l ¡n Part vL Type I or Type 5b 5c 6 Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in sect¡on 4958(c)(3XC)), a family member of a substantial contributor, or a 350/o controlled entity with regard to a substantial contributor? If "Yes," complete Part I of schedule L (Form 990 or 990-Ez) . 8 Did the organization make a loan to a disqualitied person (as detined in section 4958) not described in line 7? complete Part I of Schedule L (Form 990 or 990-EZ). 9a Was the organizatìon conlrolled directly or indirectly at any time during the tax year by one or more disqualified persons as If defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? provide detail in Part VI. I If "Yes," Did one or more disqualified persons (as defined in line 9a) hold a controlling ¡nlerest in any entity in which the supporting organ¡zation had an interest? If "Yes," provide detail ¡n Part VI. c D¡d a disqualif¡ed person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets which the suppoÌting organization also had an interest? If "Yes," provide deta¡l in Part VI. Was lhe organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regard¡ng certain Type II supporting organizations, and all Type III non-functionally integrated suppoft¡ng organizations)? ff "Yes," answer line 10b below. Did the organization have any excess business holdings in the tax vear? (Use Schedule C, Form 4720, to determine the organization had excess business holdings). Schedule https ://eup. eps. irs. gov/mef/ndprd/sdi/proxy/printSub 7 "Yes,' b b 4b 5a 7 10a No 9a 9b i 9c 1Oa 10b or 2016 t2lIU20l7 Page 24 Schedule A (Forrn 990 or 990-EZ) 2016 Pa rt 11 a IV Supporting (cont¡nu Has the organizat¡on accepted a gift or contribution from any of the following persons? A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization? b A family member of a person described in (a) above? c A 35o/o controlled entity of a person described in (a) or (b) above? If,,yes', to a, b, or c, provide detail in Part B I of 50 PA Yes No Yes No Yes No Yes No lla 1lb 1lc VL I D¡d the d¡rectors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's directors or trustäes at all iimes during the tax year? tf "Nõ,. describ'e in eart d, supervised, n¡zation,s act¡v¡ties, If the and/or remove directors or sr ¡f any, appt¡ed to such describe how ns and what, 1 perate for.the benefit of any s or controlled the suppofting o es of the supported organ¡zati 2 c 1 II n the supported organization(s) that part VI how providing such òenefit or controtted the supþorting 2 o Were a major¡ty of the organizat¡on's directors or [rustees during the tax year also a majority of the directors or trustees ot each of the o "No," describe in Part VI how control or management of the supporting that controlled or managed the supported organ¡zat¡on(s), 1 Did the orgànization provide to each of its supported organizations, by the last day of Ehe fifth month of the organizat¡on's tax year, (i) a writLen notice describing the type and amount of support provided áuri ng the prior tax year, (ii) a copy of Form 990 that was most recently filed as of the date oF notification, and (iii) copies of the organization's governing documents in effect on the date of not¡fication, to the extent not previouily'provided? 2 Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported organization (s) or (ii) serving on the governing body of a supported organization? If "No," explain ¡n part VI how ihe organization maintained a close and cont¡nuous work¡ng retat¡onship w¡th the supported organ¡zation(s). 3 By reason of the relationship described in (2), did the organization's supported organizat¡ons have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at alllimes during the tax Yea.? If "Yes," dçsÇribe in Part vI the role the organ¡zat¡on's supported organizations ptayed in this regard. I I 2 ,ltl' Section E. Tvoe I a b c Functionallv-f nteorated SuDDort¡no Check the box next to the method that the organization used to satisfy the Integral Part Test dur¡ng the year (see tr The organizat¡on satisfied the Activ¡ties Test, Complete line 2 below. ¡ ! a instructions): The organizaEion is the parent ol'each of ¡ts suppofted organizations. Complete l¡ne 3 below. The organization supported a governmental entily. Describe in Part Activities Test. Answer (a) and 2 VI how you supported a government entity (see instructions) (b) below, Yes Did substantially all of the organization's activit¡es during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then ¡n Part VI identify those supported organizat¡ons and explain how these activities d¡rectly furthered their exempt purposest how the organ¡zation was responsive to those supported orqan¡zations, and how the organization determ¡ned that these act¡vities constituted substa.nt¡ally all,of ¡ts activit¡es. i ,, ; ,r,, :. , b 3 n¡zat¡ons Did the activ¡ties described in (a) constitute activ¡ties that, buÈ for the organ¡zation's involvement, one or more of the organizaticin's suppoded organization(s) would have been engaged in? If "Yes," exptain ¡n Part VI the reasons for the organ¡zat¡on's posit¡on that ¡ts suppofted organization(s) would have engaged in these act¡vities but for the organ¡zation's ¡nvolvement, Parent of Supported Organizations. Answer No 2a 2b (a) and (b) below, a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Prov¡de details ¡n part VI. b Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe ¡n Part VI. the role played by the organization in this regard. 3a 3b Schedule A (Form 99O or 99O-EZ) 2016 https ://eup. eps.irs. gov/meflrrdprd/sdi/proxy/printSub t2lrU20L7 Page 25 Schedule A (Form 990 or 990-Ez) 2OL6 Part V Type III leage Net shot-term ca tal 2 3 Add l¡nes 1 through 3 4 Depreciation and depletion 5 6 Portion of operat¡ng expenses paid or incurred for production or collection of gross income or for management, conservation, or mainlenance of property held for product¡on of income i nstruct¡ons) 6 7 I Other expenses (see instru Net Income (subtract lines 5, 6 and 7 from line 4 7 I (A) Prior Year section B - Minimum Asset Amount Aggregate fair market value of all non-exempt-use assets (see instructions for short of or assets held for tax Average monthly value of securities 1a b Average monthly cash balances 1b c Fair market value of oLher non-exempt-use assets 2 3 4 1c 1d and D¡scount claimed for blockage or other faclors (explain in detail in Part VI Acquisition indebtedness applicable to non-exempt use assets 2 Subtract line 2 from line 3 1d Cash deemed held for exempt úse. Enter 7-l/2o/o of line 3 (for greater amount, see nstructi 4 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 Multiply line 5 by .035 6 ¡ 5 6 7 8 Recover¡es of prior-year d¡stributions 7 M¡nimum Asset Amount (add line 7 to line 6) a Section C - D¡str¡butable Amount 1 2 3 4 5 6 (B) Current Year (opt¡onal) 1 a e (B) Current Year 1 Other gross income (see ¡nstructions) d Total (add lines la, lb, See (optional) Recoveries of prior-year distributions 1 plain in Part (A) Pr¡or Year Section A - Adjusted Net Income I 2 3 4 5 6 Non-Functionally Integrated 5O9(a)(3) Supporting Organizations Check here if the organization satisfied the InEegral Part Test as a qualifying trust on Nov. 20, 7970 1 of50 Adjusted net income for Enter 85o/o of line Section Current Year line Column 1 I 2 Minimum asset amount for prior year (from Section B, line 8, Column A) 3 Enter greater of line 2 or line 3 4 Income tax imposed in pr¡or year 5 D¡str¡butable Amount, Subtract line 5 from line 4, unless subjecl to emergency 6 temporary reduction (see instructìons) 7 tr Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) Schedule A (Form 99O or 99O-EZ) 2O16 https ://eup.eps.irs. gov/mef/ndprd/sdi/proxy/printSub l2ltU20l'l Page 26 Schedule A (Form,990 or 990-EZ) 2016 Page Part V Type III Non-Functiona Sect¡on D - Distributions 1 2 Amounts to Integrated h Amounts paid to perform activity that direcHy furthers exempt purposes of supported organizations, excess of income from act¡vi Administrative 5 Qual¡fied set-aside amounts dto ses idtoa Amounts of su utre exem 6 7 Organizat¡ons ( a Current Year n¡zations to 3 4 of50 ¡n nizations use assets IRS ut escr¡be in Part Total annual I 1 h6 Distributions to attentive supported organizat¡ons to which the organ¡zat¡on is responsive (provide details in Part See ¡nstructions 9Di amount for 2016 from B amount divided Section E Line 9 6 a - Distribut¡on Allocat¡ons (see ¡nstruct¡ons) 1 (i) Excess D¡stributions ii) (íi¡) nderd istr¡but¡ons D¡stributable Amount for 2016 ( U Pre-2016 Distr¡butable amount for 2016 from Section C, line 6 2 Underdistributions, if any, for years prior to 2016 (reasonable cause required-- explain in Part VI) instructions, 3 if Excess distributions ca to 2016 a b c From 2013. 20t4 d e From 2015. I of lines ed to he of to istributable amount Carryover from 2011 not applied (see h i Remainder. Subtract lines 4 Distributions fot 3h and 3i from 3t 2OL6 from Section D. line 7: to underdistributions of b Appl¡ed to 2016 distributable amount c Remainder. Subtract lines 4a and 4b from 4. 5 Remaining underdistributions for years prior Eo 20L6, if any. Subtract lines 39 and 4a trom line 2. It the amount is greater than zero, expla¡n in Part VL for Ré SÚ lines 3h and 4b frôm line l. If thè amount is greater tn tn rt VI. See instructions tha n 7 Excess distribut¡ons carryover To 2lJ17. Add lines 3j and 4c. 8 Brea of line 7 a b c d e Excess from 2013. Excess from 2014 Excess from 2015, Excess trom 16. Schedule A (Form 990 or 99O-Ez) (2016) https ://eup. eps. irs. gov/mef/rrdprd/sdi/proxy/printSub t2ltll2017 I Schedule A (Form 990 or 990-EZ) 2016 Part Vf Page27 of50 puge I by PaÉ II, line 10; Part II, line 17a or Ubi Part III, line 12; Palt IV, Supplemental Information. Provide !he explanations req Section A, lines 1, 2, 3b,3c,4bt 4c,5a, 6,9a,9b,9c,11a, 1lb, and 11c; Part IV, Section B, lines 1 and 2ì Padc IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, l¡ne 1e; Part V Section D, lines 5, 6, and 8; and Palt V, Section E. lines 2, 5, and 6. Also complete this part for any additional information. (See inslnrctions'l Facts And Circumstances Test Return Reference Ex planatio n Schedule A (Form 99O or https ://eup.eps.irs. gov/mef/ndprd/sdi/proxy/printSub 20r6 tzllll20I7 Page 29 efile GRAPHI€ pr¡nt - DO NOT PROCESS DLNr 934933L3OO4L47 Politica I Campaign and Lobbying Activities OMB No. 7545-0047 For organizations Exempt From lncome Tax under section 501(c) and section 527 2016 SCHEDULE C (Fornì.990 or 990.E2) ORIGINAL DATA - Production of50 Department of the Treasury Þcomplete if the organization is described below, ÞAttach to Form g9o or Form ggo-Ez, Open to Public >rnformat¡on about schedule c (Form 99o or 990-EZ) and íts ¡nstruct¡ons is at Inspection www,irs,oov /form99O, lf the organization answered "Yes" on 990, Part lV, Line 3, or Form Part V, line 46 (Political Gampaign Activities), then r, Section 501(c)(3) organizations: Complete Parts l-A and B. Do not complete Part t-c lnternal Revenue Seruice r Section 501 (c) (other than sect¡on 501 ( c)(3)) organizations: ¡ Section 527 organizations: Complete Part l-A only Complete Parts l-A and C below. Do not complete Part l-8. lf the organization answered "Yes" on Form 9g0, part lV, L ¡ Section 501(cX3) organizations that have filed Form 576B part ll_8. plete part ll-A. rt V, line 35c .- I Section 501(cX3) organizations that have NoT filed Form lf the organization answered "Yes" on Form 9g0, part lV, L (Proxy Tax) (see separate instructions), then ô Section 501 ilt Name ot the organ¡zat¡on Americans for Prosper¡ty Foundat¡on Employer identification nu 52-t527294 Part I-A 1 Provide a description ot the organization's direct and indirect political campaign activities in patt IV (see instructions for def¡nition of "political campaign activities") Political campaign activity expenditures (see ¡nstructions) 2 3 Complete if the organ¡zat¡on ¡s exempt under section 5O1(c) or is a section 527 orga tñ$ Volunteer hours for it¡cal cam activities see Part I-B I 3 Enter the amount of any excise tax incurred by the organization under section 4955 Enter the amount of any excise tax incurred by organization managers under section 495s .... If the organizat¡on incurred a section 49S5 tax, did it file Form 472e for this year? 4a {as 2 Complete organization is exempt un r sect¡on 501(c)(3). $ $ a correction made? n ves ! yes Eto ! ¡¡o b If "Yes." describe in Pârt IV Part I-C Complete ¡f the organ¡zation is exFmpt under section 5O1(c), except sect¡on 501(c)(3). I 2 Enter the amounI directly expended by the filing organization for section 527 exempt function act¡vities ..... Enter the amount of the filing organization's funds contributed to other organizat¡ons for section 527 exempÈ funct¡on activities .r..,.............,.,. 3 Total exempt fun¿tion expenditures. Add lines 1 ànd 2. Enter here and on Form 1120-pOL, line 4 Did the filing organization file Form f l2O-POL for this 5 Enter the names, addresses and employer identification number (EIN) of all section 527 polii¡cal organizations to wh¡ch the filing organization made payments. For each orgänization listed, enter the amount paid from the filing organizat¡on's funds. Also entei the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund ora pol¡lical act¡on comm¡ttee (PAC), If additional space is needed, provide informat¡on in palt IV, , (a) I l, ,-t ., r,.\.l(.r,,, 17b........... > $ $ $ year? (b) Address Name l¡ E yes (c) (d) Amount paid from EIN filing organization's funds. If none, enter -0-. n ¡¡o (e) Amount of political contributions received and promptly and directly delivered to a separate pol¡t¡cal organizaEion, If none, enter -0-. f 2 4 5 6 Reduction Not¡ce, see Form 99O or 99O-EZ, https ://eup.eps.irs. gov/mef/ndprd/sdi/proxy/printSub Cat. No. 500845 Schedule C (Form 99O or 99O-EZ) 2016 t2nlt2017 Page 30 Schedule C (Form 990 or 99O-Ez) 2016 Part II-A Paqe 2 Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 5O1(h)). A check >n B check ¡ fl ¡f t¡'e fil¡ng organization belongs lo an affiliated group (and l¡s[ in PaÊ IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures). ¡r *re nization checked box A and "limited control" ns (a) Limits on Lobby¡ng Expenditures Filing group lotals 0rganization's (The term "expendìtures" means amounts paid or incurred.) tota ls ( Total lobbying expenditures to influence public opinion (grass roots lobbying) ...,' b Total lobbying expenditures to influence a legislative body (direct lobþying) ........ c Total lobbying expenditures (add lines 1a and 1b) 1a ( ( 23,028,94i 23,028,94t Other exempt purpose expenditures e Total exempt purpose expenditures (add lines 1c and 1d) d r of50 Lobbying nontaxable amount. Enter the amount from the following table in both columns. 1,000,00( lf the amount on l¡ne le, column (a) or (b) is: lfne lobbying nontaxàble amount is: {ot over $500,000 lzoø )ver $500,000 but not over $1,000,000 )ver $1,000,000 but not over $1,500,000 )ver $1,500,000 but not over $17,000,000 )ver $17,000,000 , of tne amount on line 1e. I l$100,000 l$175,000 plus 15olo of the excess over $500,000 plus 100/o of the excess over $1,000,000 plus 5vo of the excess over $1,500,000. l$225,000 1,ooo,ooo, l$ s Grassroots nontaxable amount (enter 25o/o of line 1f) ..,....,. h Subtract line 1g from line la. If zero or less. enter -0-. ...... i Subtract line lf from line 1c. IF zero or less, enter -0-. ....... 250,00( ( ( t If there is an amount other than zero on either line th or line 1i, did the organization nv."!ro file Form 4720 repofting section 4911 tax for this year? .............. 4-Year Averaging Period Under section 501(h) (Some organizat¡ons that made a sect¡on 501(h) elect¡on do not have to complete all of the five columns below, See the separate instructions for lines 2a through 2f.) res Dur¡ Calendar year (or fiscal year beginning in) (a) 2013 nontaxable amount 2a b Lobbying ce¡ling amount c Total dG e 4-Year (b) Period 2014 1,ooo,ooc (c) 201s 1,000,000 (d) 2016 1,000,000 4,500,000 ¡tures nontaxable amount 2s0,000 2s0,00c 250,000 250.000 Grassrools ceiling amount rassroots (e) Total I tn 000 1,5oo,ooo res Schedule C (Form 99O or https ://eup. eps.irs. gov/mef/rrdprd/sdi/proxy/printSub 2016 l2lru20t7 Page Schedule 990 or 990-EZ) 2016 C Part II-B Complete if the organ is exempt r 3 s01(c)(3) and has 501 For each "Yes" response on lines 1a through 1i below, provide act¡vity. in 3l of50 Part IV a detaited descr¡ption NOT filed of the lobby¡ng Amount Yes During the year, did the filing organization attem pt to influence nat¡onal, state or local legislation, includin g any attempt to influence public op¡nion on a legislative matter or referendum, through the use of : 1 leers? a Vo I un b c Paid staff or management (include compensation in expenses repofted on lines lYedia adveftisements? .,......,., d e Maiìings to members, legislators, or the public? Publ¡cations, or published or broadcast statements? f Grants to other organizalions for lobbying purposes? Direct contact with legislators, their staffs, government officials, or a legislative body? ....., Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? s h i j 2a b c d Part lc through 1i)? Other activities? Total. Add lines 1c through 1i................,,, Did the activ¡ties in l¡ne 1 cause the organization to be not described in section 5ot(c)(3)? If "Yes," enter the amount of any tax incurred under section 4912 If "Yes," enter the amount of any tax ¡ncurred by organization managers under section 4912 If the filing organization incurred a sect¡on 4912tax, did it file Form 4720 for this r? III-A Complete if the organizat¡on is exempt under sect¡on 5O1(c)(4), sect¡on 5O1(c)(5), or section I Yes 1 2 3 Were substantially all (90o/o or more) dues received nondeductible by members? . Did the orEanizalion make only in-house lobbying expenditures of g2,000 or less? Did the nization agree to carry over lob änd political expenditures from the prior II-B and if either (a) Part III-4, expenses for wh¡ch the section 527(f) tax was paid), b Current year Carryover from last year .......,....... c Total a 2 3 under section 501(c)(a 501(c)(5), or section 501(c)(6) Iines 1 and 2, are answered "No" OR (b) Part III-4, line 3, is es, assessments an similar amounts Sect¡on 162(e) nondeductible lobbying and political expenditures (do not include amounts 1 2 I of pol¡t¡cal 2a 2b 2c 4 Aggregate amount repoted in section 6033(eX1XA) notices of nondeduc[ible section 162(e) dues . If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable est¡mate of nondeductible lobbying and political expenditure nexl year? 5 4 Taxable ãmount of lobbying and pol¡tical 5 3 No 1 (see instructions),,,.... 3 Süpplemental Prov¡de the descriptions required for Part l-4, line 1; part I -8, line 4; Parl l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see this Return Reference Form 990, Schedule C Explanat¡on e nization has an election under section 501(h) in effect, however it did not have any lobbying ended 16. Schedule C (Form 990 or 99OEz) 2016 https ://eup. eps.irs ;gov/mef/ndprd/sdi/proxy/printSub I2llIl20ll Page 33 . ffi DO NOT SCHEDULE D lnternal Revenue Service Name of the o OMB No. 7545-0047 Supplemental Financial Statements (Form 990) Deparlment of the Treasury of50 2016 Þ Complete ¡f the organ¡zat¡on answered "Yes," on Form 99O, Part fV, fine 6, 7, 8, 9, 10, 11a, 11b, 11c, lld, 11e, l1fr lza, or l2b, Open to Public > Attach to Form 99O. Information about Schedule D (Form 990) and its instruct¡ons is dt www.irs.dovlfor¡nggo. Employer ident¡fication number Americans for Prosper¡ty Foundation 27294 I Part Organizations Ma¡nta¡n¡ng Donor Advised Funds or Other Sim¡lar Funds or Accounts. Com "Yes" on ete (a) (b)Funds and other accounts Donor advised funds Total number at end of Year , Aggregate value of contributions to (during year) Aggregate value ot grants from (during year) 1 2 3 4 , Aggregate value at end of Year 6 Did lhe organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's propefty, subject to the organization's exclusive legal contiol? nv."nno Did the organizat¡on inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not tor the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benetit? nY."nro Pârt II comnlete if the oroanization answered "Yes" on Form 990. Part IV, line 7. Conservation Purpose(s) of conservat¡on easements held by the organization (check all that apply). 1 E n n preservat¡on of land For public use (e.g., recreation or protection of natural habitat education) I tr Preservation of an historically important land area Preservation oF a certified historic structure Preservation of open space Complete lines 2a through 2d if the organization held a qualified conservation contribution in the torm of easement on the last day of the tax year. 2 a b c d Held at the End of the Year 2d Total number of conservation easements 2b Total acreage restricted by conservation easements Number of conservation easements on a certified h¡storic structure included in (a) Number of conservation easemenLs included in (c) acquired aÍler 2c . 8/17/06, and not on a historic 2d 3 structure l¡sted in the National Reg¡ster Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year'Þ 4 Number of states where property subject to conservation easement is located 5 Does the organizat¡on have a written policy regarding the periodic monitoring, inspect¡on, handling of violations, and enforcemenL of the conseruation easements it holds? . : r , " n y"s ,! ; E lo 6 Staftand volunteer hours devoted to monitoring, inspecling, handling ofviolations, and enforcing conservation easements during the year 7 AmountoFexpenses incurred in monitoring, inspecting, handling ofviolations, and enforcing conservation easements during theyear þ Þ$ 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(hX4)(BXi) and sectjon 170(hx4)(B)(ii)? . 9 In Part XIII, describe how the organization reports conservation easements in its revenue and expense statemenl, and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements thal describes n y." !uo the organization's accounting for conservation easements. Part III la Com ete if the answered "Yes" on Form 990 Part IV line B. If the organization elecled, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other s¡m¡lar assets held for public exhib¡tion/ education, or research in futherance of public service, 6 Organizations Ma¡ntaining Collect¡ons of Art, H¡stor¡cal Treasures, or Other Similar Assets. provide, ¡n Part XIII, the text of the footnote to its financial statements that descr¡bes these items. If the organization elected, as permitted under SFAS 116 (ASC 958), to repolt 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, prov¡de the tollowing amounts relating to these items: (i) Revenue included on Form 990, Part (ii)Assets included in Form 990, Patt VIII, line 1 . Þ $ Þ$ X If the organization received or held works of alt, historical treasures, or other similar assets for financial gain, provide the 2 following amounts !'equired to be reported under SFAS 116 (ASC 958) relating to these items: Revenue included on Form 990, Part VIII, line 1 . b Assets included in Form 990, Part X For Paperwork Reduction Act Notice, see the Instructions for Form 990. htþs ://eup.eps,irs. gov/mef/ndprd/sdi/proxy/printSub Þ $ Þ$ Cat. No. 52283D Schedule D (Form 99O) 2016 r2llU20t7 Page 34 Schedule D (Forrn990) 2016 Pert IIf of50 Paqe 2 Oro an¡zat¡ons Maintainino Collections of Ârf cal Treasures- or Othêr S¡m ¡lar Assets (continued) - Using the organization's acquis¡tion, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply): 3 a n b c Public exhibition n Scholarly n Preservation for future generations research d ! Loan or exchange programs e ! other... , 4 Provide a description of the organization's collections and explain how they further the organizat¡on's exempt purpose in Part XIII. 5 Dur¡ng the year, did the organization solicit or receive donations of art, historical treasures or other similar assets to be sold to raise Funds rather than to be mainta¡ned as part of the organization's collection?. Part IV n Y." E ¡ro Escrow and Custod¡al Arrangements. Complete if the organÌzation answered "Yes" on Form 990, Paft IV, line 9, or reported an amount on Form 990, Part X, line 21. Is the organizat¡on an agent, trustee, custodian or other intermediary for contribulions or other assets not included on Form 990, Part X? , 1a n V." b If "Yes," explain Èhe arrangement in Paft XIII and complete the tollow¡ng lable: c Beginn¡ng balance. 1c d Additions during the year. 1d e DistribuLions during the year 1e f Ending balance 1f 2a Did the organization include an amount on Form 990, Part X, line 21, For escrow or custodial account liabil¡ty? b If "Yes," explain the arrangement in part XIII. Check here if the explanation has been provided in Part XIII E no Amount . Part V Endowment Funds. Complete if the or:ganization answered "Yes" on Form (a)Current Vear 1a Beginning of year balance , (b)Prlor year Ev." !ro T Paft IV, Iine 10 (c)Two vears back (dlThree vears back Four rs back , b Contri butions c Net investment earnings, gains, and losses d Grants or scholarships e Other exþènditùiéd'fòr facilitiès and programs f Administrative expenses g End of year balance . a Provide the estimated percentage of the curren! year end balance (line 19, column (a)) held as Board designated or quasi-endowmenE > b Permanenl endowmenl Þ c Temporarily restricted endowment > The percentages on lines za, zo, anà )c'sr'ä"ri ió0v". "qräl Are there endowment funds not in thê possession of the organization that are held and administered for the organization by: (í) unrelated organizations 2 3a (ii¡ reiaiËa organizatíons ; . , 4 If "Yes" on 3a(¡i), are the related organizations listed as required on Schedule R? Descr¡be in Paft XIII the intended uses of the organizat¡on's endowment funds. Part VI b NO 3b . Land, Buildings, and Equ¡pment. "Yes" on Form Descript¡on of property (a) Cost or other basis (investment) (b) e 1a th ro;ugh 7e,(Column (d) must Form Part IV line 1la. See Form Part X, Part (c) Accumulated depreciat¡on Cost or other basis (other) la Land b Buildings c Leasehold improvements d Equipment Add Yes 3a(i) 3a(ii) line 10 (d) Book value 773,342 72,82O 162t246 93,767 68479 879,442 727,670 752,232 1 * 40,522 26t,233 Schedule D (Form 99O) 2016 https ://eup. eps.irs. gov/mef/ndprd/sdi/proxy/printSub r2ltv20r7 Page 35 Schedule D (Form 990) 2016 Part VII Paqe Investments-Other Securities. of50 3 Complete if the organization answered "Yes" on Form 990, Part IV, line 11b line 12. (a) (b) Description of securify or category (including name of security) Book (c) Method of valuation: Cost or end-of-year market value value (1) Financial derivatives (2) Closely-held equity interests (3)Other (A) (B) (c) (D) (E) (F) (c) (H) Tolal. (Column Part must equal Form 990, Part X, col. (B) l¡ne 12 VIII Investments- Program Related' Complete if the organization answered 'Yes'on Form 990, Paft IV, line 1lc, See Form 990, Part X, line 13 (a) Description of investment (b) Book value (c) Method of valuation Cost or r market value (1) (2) (3) (4) (s) (6) (7) (8) (e) Total. must equal Form 99o, Part X, col,(B) lhe 13.) https ://eup. eps. irs. gov/mef/ndprd/sdi/proxy/printSub t2lIIl20t7 Page 36 Assets, com ete if of50 Part IV line 11d 'Yes'on Form Book value from affiliate Total Part must X Paft line 1 Other L¡ab¡l¡ties. Complete if the organization answered 'Yes' on Form gg0, Part IV, line line (a) 1, (b) Description of liability 1le or 1lf Book value (1) Federal income taxes Due to affiliate 455,639 Deterred rent (3) r,6'13,r4s (s) (6) (7) (B) (e) Total. (b) must equal Form 99q Part Xt col,(B) l¡ne 25.) Þ 2' Liability for uncetain tax Positions, In Part XIII, provide the text of the footnote to the organization's financial statements that reports the orqanization's liab¡l ity for uncertain tax positions under FIN 48 IASC 740). Check here if the text of Ehe footnote has been provided in Part XIII M Schedule D (Form 99O) 2016 https ://eup. eps.irs. gov/mef/ndprd/sdi/proxy/printSub t2lrll20t7 Page 37 Schedule D (Form 990) 2016 Part XI Page n answered 'Yes'on Form ToLal revenue, qains, and other suÞport per audited financial statements 2 Amounts included on line 1 but not on Form 990, Part VIII, line 12: a Net unreal¡zed gains (losses) on investments b Donated services and use of facilities c Recoveries of prior year d Other (Describe in Part XIII.) e Add lines 2a through 2d grants ' 1 2a ' 2b 2c . 2d 2e 3 3 Subtract line 2e from line 4 Amounts included on Form 990, Palt VIII, line 12, but noL on line 1: Investment expenses not included on Form 990, Part VIII, line 7b 4d Other (Describe in Part XIII.) 4b b c 5 4 Reconcil¡at¡on of Revenue per Audited Financial Statements With Revenue per Return I a of50 Add lines 4a and 4b 1 4c . Total revenue, Add lines 3 and 4c. must Part ual Form I, line 12.) 5 Reconciliation of Expenses Per Audited Financial Statements With Expenses per Return. Part XII I 2 Total expenses and losses per audited financial statements Part IV line 12a if the . 1 ' Amounts included on line 1 but not on Form 990, Part lX, line 25: a DonaLed services and use of facilities 2a b Prior year adjustments Other losses . ' 2b c d e . 2c 2d Other (Describe in Part XIII.) Add lines 2a through 2d 2e 3 3 Subtract line 2e from line 4 Amounts included on Form 990, Part IX, l¡ne 25, but not on line 1: 1 a investment expenses not included on Form 990, Part VIII, line 7b 4a b Other (Describe in Paft XIII,) 4b c Add lines 5 4aand4b , 4c . Add lines 3 and 4c, (This must Total Form rt line 18 5 Expla nation Return Reference Part X, Line 2 Pa financial statement effects of a tax position taken or expected to be taken are recognized in the consolidated financial statements when it ¡s more likely than not, based on the technical mer¡ts, that the posìtion will be sustained upon examìnation. Interestand penalties, itany, are included in expenses in the consolidated statements of activities. As of Deceiîber 37, 2016 and 2015, the Organization had no uncedain tax positions that qualify tor recognition or disclosure in the consolidated financial statements. The Organization is generally no longer subject to U,S. federal and state income tax examinations by tax authorities for before 2013 Schedule D (Form 99O) 2O16 https ://eup. eps.irs. gov/mef/ndprd/sdi/proxy/printSub I2IIII2OIT Page 39 Cfi e GRAPHI€ Dr¡nt - DO NOT PROCESS SCHEDULE G (Forrn 990 or 990-EZ) DLN! 934933L3OO4L47 OMB No. 7545-0047 Supplemental lnformat¡on Regarding Fundraising or Gaming Activities part 2016 Complete if the organ¡zation answered "yês,' on Foh 99O, IV, llnes 17, lB, or 19, or lf the organlzation entered more than $IS,OOO on Form 990-EZ, llne 6a. . ÞAttðch to Form 99O or Form 99O-EZ. about and lts ¡nstructions Department of the Ïreasury lnternal ORIGINAL DATA - Product¡on Service of50 Name of the organization Americans for Prosperity Foundation Open to Public Inspectíon number Em 52-t527294 Part 1 a b c d I Fundraising Activities.Complete if the organization answered "Yes" on Form 990, part IV, line Form 990-EZ filers are not required to complete this part, 17 indicate whether the organization raised funds through any of the following act¡vities. Check all that apply. p llait solicitations Q Internet and ema¡l solicitat¡ons fl Phone solicitations Bl 2a e p f n g M Solicitat¡on of non-government grants Solicitation of government grants spec¡al fundraising events In-person solicitat¡ons Did the organization have a written or oral agreement with any indiv¡dual (including officers, directors, trustees or key employees listed in Form 990, Paft VII) or ent¡ty in connect¡on with professiònal fundraising services? b If "Yes," My." n list the ten h¡ghest paid individuals or entities (Fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least 95,000 by the organization. (i) Name and address of individual or entity (fundraiser) (¡¡) Activity (¡¡¡) D¡d fundraiser have cqstody or control of (ív) Gross (v) Amount paid rece¡pts from activity contrihuliôns? Yes American 18 North Church St 2 to (or retained by) fundraiser listed in col. (¡) ruo (vi) Amount paid to (or retained by) organ ization No LLC No 0 26,958 -26,9s8 26,958 -26,9s4 2 4 5 6 7 9 10 Total 3 Þ List all states in which the organization is regislered or licensed to solicit contr¡butions or has been notified it is exempÈ from registration or I icensi ng. AK, AL, AR, CA. CO, CT, FL, GA, HII IL' KS' KY' LA' MA, MD' ME, MI, MN, MS, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, UT, VA, WA, WI, WV For Paperwork Reduct¡on Act Notice, see thê Instructions for Form 99O or 99O-EZ. https ://eup. eps.irs. gov/rnef/ndprd/sdi/proxy/printSub Cat, No. 50083H Schedule G (Form 990 or 99O-EZ) 2016 I2ltU20t7 Page 40 Paqe 2 Schedule G (Form 990 or 990-EZ) 2016 II Part of50 Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than 915,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b, List events with greater than $5 ross recet (c)Other events (b) Event #2 (d) (a)Event #1 Totai events (a) through col. (c)) (add col. Gross receipts 1 cr (total number) (event type) event type) a 2 Less: Contr¡butions ' 3 Gross income (line 1 minus l¡ne 2) 4 5 'y) {) (¿. 6 Ë (lr ß 7 UJ Í; 8 9 'à U cash prizes Noncash prizes Rent/facility costs Food and beverages Entertainment r't) Other direct expenses loDirect expense summary. Add l¡nes 4 through 9 in column (d) 1lNet income summary. Subtract line 10 from line 3, column (d) Part III Gaming, Complete if the organization answered "Yes" on Form 990, Part IV, ine 19, or reported more than $15,000 on Form a,r (b) (a) Bingo Pull tabs/Instant bingo/progressive bingo (c) Other gaming (d) Total gaming (add col.(a) through col.(c)) OJ ã, cÉ I Gross revenue (ô 2 Cash prizes CL 3 Noncash prizes E 41 4 Rent/fac¡lity costs ! q other direct exDenses u, tú\ rll Yes o/o 6 Volunteer labor 7 Direct expense summary, Add lines 2 through 5 in column (d) Net No line 7 from line ! Yes ! ¡¡o Enter the state(s) in which the organization conducts gaming activities: Is the organization licensed to conduct gaming activities in each of these b If "No," explain: loa Were any of the organization's gamìng b If "Yes," explain: ! ves _"/g- nro column a 9 i/g- states? licenses revoked, suspended or terminated during the tax n v." ! year? ruo ! ve" n no Schedule G (Form 990 or 990-Ez) 2016 https ://eup. eps.irs. gov/mef/ndprd/sdi/proxy/printSub r2ltll20t7 Page 41 Schedule c 990 or 990-Ez) 2016 11 Does the organization conduct gam¡ng activities with nonmembers? t2 ,Is the organizat¡on a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity tormed to administer charitable gaming? 13 a Indicate the percentage of gaming activity conducted in: The organization's Facility b An outside faciliÈy 14 ¡¡o ! y." n ¡¡o o/o 13b Enter the name and address of the person who prepares the organization's gaming/spec¡al events books and records Þ Þ Does lhe organ¡zat¡on have a contract with a third pafty from whom the organization receives gaming revenue? b If "Yes," enter the amount of gaming revenue received by the organization amount of gaming revenue retained by the third pafty Þ g c If "Yes," Name Þ g ny." nno Ey". E¡to and the enter name and address of the third party: Þ Þ Address 16 E o/o Address 154 ! y.. 13a Name of50 3 Gaming manager information Name Þ öá.in!l.iianaqer:i¡méerishl¡ôn > $ Description of services provided n t7 a b Director/officer Þ n employee n Independentcontractor Mandatory distributions: Is the organization required under state law to make charitable distribut¡ons from the gaming proceeds to retain the state gaming license? Enter the amount of distribut¡ons required under state law d¡stributed to other exempt organizations or spent in the nizat¡on's own exem activities the tax year Þ g Part IV lines 9, Infqrmation. Provide the nations required by Part I, line 2b, columns (iii) and (v); and Part 10b, 15b, 15c, 16, ànd 17b, as applicable, Also provide any additional information (see instructions) Return Reference Expla na tion Sch€dule G (Form 99O or 99O-EZ) 2016 https ://eup. eps. irs. gov/mef/ndprd/sdi/proxy/printSub t2lIll20t7 Page 43 efile GRAPHIC orint - DO NOT ORIGINAL DATA - ProductiOn DLN: 934933I3OO4L47 Transactions with lnterested Perso4s Schedule L (Form 990 or 990-EZ) 1 I 2016 Open to Public Employer identification number orga Amerlcans for Prosperity Foundat¡on Part I OMB No. L545-0047 : ¡r Complete if the organizat¡on answered "Yes" on Form 99O, Part IV, l¡nes 25a, 25b, 26, 27,28a,28b, or 28c, or Form 99o-Ez, Part v, líne 38a or 4Ob. > Attach to Form 990 or Form 99o-Ez. >Informat¡on about Schedule L (Form 99O or 99O-EZ) and its instruct¡ons ¡s.at www, irs,aov /form99O, Department of the Treasúry Name PROCESS of50 s)-ßzizs+ Excess Benefit Transact¡ons (section 501(c)(3), section 501(cX4), and 501(c)(29) organizat¡ons only). (a) 1 IV lrne 25a or z5D or Form ization answered "Yes" o (b) Relationship between disqualif¡ed person and Name of disqualified person orga nization PaT V line 40b. (c) Description of tra nsaction d LU Iq,, Yes NO En[er the amounE of tax incurred by organization managers or disqualified person s during the year under section 2 3 4958.. Enter the amount Part II Loans oF !ax, if any, on line 2, above, reimbursed by the organization Þ$ >$ . to andlor From Interested Persons. Complete if the organìzation answered "Yes" on Form 990-EZ, Part V, line 3Ba, or Form 990, Part IV, line 26; or if the organizat¡on line ot 22 on Form Parl (g) In (h) (i)Wr¡tten (b) Relationship (c) Purpose (d) Loan to or trom the (e)Original (f)Ba la nce (a) Name of principal due defa ul t? Approved by agreement? of loan orga nization? interested person with organization amount board or commiÈtee? To Yes No From Yes No Yes NO Total Part fII Grants or Ass¡stance Benefiting Interested Persons. IV line 27 Co (a) Name of interested person For Paperwork (b) Relationship between interested person and the oroan ization (c) Amount of assistance Act Notlce, see the Instructions for Form 99O or 99O-EZ. https //eup. eps. irs. gov/rnef/rrdprd/sdi/proxy/printSub : (d) Type of assistance Cat. No. 50056A (e) Purpose of assistance Schedule L (Form 99O or 99O-EZ) 2016 l2lrU20t7 Page 44 Schedule L (Forn!990 or 990-EZ) 2016 Part IV Page 2 Business Transact¡ons Involving Interested persons. Co (a) of 50 anization answered rm (b) Name of interested person Relationship between interested person and the organ iza tion Part IV line 28 (c) Amount of or (d) Description of transaction (e) Sharing tra nsaction of nizat¡on's revenues? Yes (1) i360 LLC Controlled entity of substantial contributor, Freedom Partners David Koch, Chairman has greater than 350/o ownership (2) Arch Properties Company Part V Supplemental 168,904 Fees pa¡d ior media services No 225,270 Fees paid for facilities rent No on Provide additional to uestions on Schedule L see Return Reference r Explanation Schedule L (Form 99O or 99O-EZ) 2Ot6 http s : //eup. ef s. irs. gov/mef/rrdprd/s di/proxy/printSub tzlrv20t7 Page 46 efile GRAPHIC print - DO NOT PROCESS EDULE (Form 990) ORIGINAL DATA - Production DLN: 934933L3OO4147 OMB No. 7545-0047 Noncash Contributions Open to Public on Employer identificat¡on number orga Name 2016 on Form 990, Part Iv' lines 29 or 3O' >Complete ¡f the organ¡zations answere > Attach to Form 990. ÈInformat¡on about Schedule M (Form 990) and ¡ts ¡nstructíons is at Department of lhe Treasury of50 Amer¡cans for Prosper¡ty Foundat¡on 7s27294 Part I (b) (a) Check if Number of contributions or items contributed applicable (c) (d) Noncash contribution amounts reported on Form 990, Part VIII, line Method of determining noncash contribution amounts 1q 1 2 3 4 5 Art-Works of art , Alt-Historical treasures Art-Fractional interests Books and publications Clothing and household goods Cars and other vehicles Boats and planes . . 6 7 I Intellectual property 9 Securities-Publicly traded 1O Securities-Closely held stock 11 Securities-Partnership, LLC, 12 13 or trust ¡nterests , Secur¡ties-Miscellaneous X I 576,939 X 1 554,339 market value . Qualified conservat¡on contr¡bution-Historic structures 14 Qualified conservation 15 16 17 18 19 20 21 22 23 24 25 Real estate-Residential contribution-Other , Real estate-Commercial Real estate-Other Colleclibles Food inventory . , Drugs and medical supplies Taxidermy Histor¡cal art¡facts . Scientificspecimens Archeologicalartifacts Other > ( Software licenses 26 Other > ( 27 Other > ( ) ) ) 2A Other > 29 Number of Forms 8283 received by the organization during the tax year for contributions for which the organ¡zation completed Form 8283, Part IV, Donee Acknowledgement ) 29 Yes did the organ¡zation receive by contribution any propefty reported ¡n Paft I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? No 30a During the year, b If "Yes," describe the arrangement in Part II. 31 Does the organization have a gìft acceptance 32a policy that requires the review of any nonstandard contributions? Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash contributions? , . b If "Yes," describe in Palt II. 33 If the organization d¡d not repot an amount in column describe in Part 3Oa 31 No Yes 32a (c) for a type of property for which column (a) is checked, II. For Paperwork Reduction Act Notlce, see the Instructlons for Form 990. https ://eup. eps. irs. gov/mef/rrdprd/sdi/proxy/printSub Cat. No. 51227J Schedule M (Form 99O) (2016) t2ll 2017 Page47 of50 M Part Page 2 II Provide the information required by part I, lines 30b, 32b, and 3 3, and whether the organization is reporting in Part I, column (b), the number of contri butions, the number of items received, or a combihation of both. Also complete this additional info Return Reference Part I, Column (b) Explana tion number of contr¡butions represent the number of contr¡butions received , not the number of items Schedule M (Form 990) (2016) https ://eup. eps.irs. gov/mef/rrdprd/sdi/proxy/printSub t2ltIl20t7 Page 49 ORIGINAL DATA' Production efile GRAPHIC Supplemental lnformat¡on to Form 990 or 990-EZ SCHEDULE O lnternal Revenue Service t' e organization Name OIYB No. 7 complete to prov¡de information for responses to specif¡c quest¡ons on Form 990 or 99O-EZ or to provide any addit¡onal information. l, Attach to Form 99O or 990-EZ. to Public Informat¡on about Schedule O (Form 99O or 99O-EZ) and its ¡nstruct¡ons ¡s at Inspect¡on /form99O. Employer identification nu 016 (Form 990 or 990-EZ) Depârtment o[ the Treasury of 50 Americans for Prosper¡ty Foundatlon 52-1527294 Explanation Return Reference Form 990, Part V, Line 2a,PaftVll, Part lX, Lines The filing organization shares employees with Amer¡cans for Prosperity, a related organization. The filing organization handles all applicabie fiiings with the lRS. Compensation paid to individuals working for both organizations is reported in Part Vll, Part lX and Schedule J based on the percentage of t¡me devoted to each respective Organization. Part Vll, Columns D and E need to be added together in order to tie out to Form W-2, Box 5 wages. 5-1 0 and Schedule J Form 990, Part Vl, Section B, line 11b Form 990, Part Vl, Section B, line 12c Form 990, Part Vl, The Form 990 is prepared by an independent CPA firm. The COO, VP of Finance, Treasurer, and General Counsel review in detail Form 990 prior to sending to the board. The 990 is then distributed to the audit committee, acting on behalf of the board for rev¡ew and questions prior to filing with the IRS The Organization has in place a conflict of interest pol¡cy covering all staff, directors and officers that it monitors through the quarterly meetings of the Board of Directors'Audit Committee and an annual employee survey. Should a conflict be disclosed, it is addressed by company management or the board, as appropriate. The CEO reviews compensation for officers and other key employees. Substantiatlon of compensation is included in personnel files. This process was last completed during the tax year for all officers of the organization. Section B, line 15 Form 990, Part Vl, Section C, line The organization makes available to the public documents required by law to be made publicly available in accordance with IRS procedures '19 Form 990, Part Vlll, Line The organization has a policy whereby all contributed securities are immediately sold through the broker that receives those contributions on the organization's behalf 7al7b Form 990, Part Xll, Line 2c The organization's Audit Committee assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process has not changed since the prior year. For Paperwork Reductlon Act Notice, sæ or 990.E2. https ://eup.eps.irs. gov/mef/ndprd/sdi/proxy/printSub Cat. No. 51056K Schedule O (Form 990 or 990-Ez) 20'16 r2l1U20l7 Page ef¡le GRAPHIC print - DO NOT PROCESS Schedule I .(Form 990) ORIGINAL DATA - Production DLN: 934933L3OO4L47 Grants and Other Assistance to Orgãn-izations, Governments and lndividuals in the United States 'Department of the Þ 'Treasury 2016 Complete if the organization answered "Yes," on Form 99O, Part IV, line 21 or 22. > Attach to Form 99O. Information about Schedule I (Form 99O) and its ¡nstruct¡ons is at www,¡rs.oov /formgg,. to Public Inspect¡on Open number Americans for Prosperity Foundation Part 1 .2 I 52-7527294 General Information on Grants and Assistance Does the organization maintain records to substantiate the amount of the grants or assistance. the grantees' elig¡bility for the grants or assistance, and the selection criteria used to award the grants or assistance? , . Mv"" !ru" Describe in PaÌt IV the organization's procedures for mon¡toring the use of grant funds in the United States. .jPart fI -:. (a) I of 14 Grants and Other Ass¡stance to Domest¡c Organ¡zat¡ons and Domest¡c Governments. Complete if the organizaLion answered "Yes" on Form 990, Part IV, line that rece¡ved Name and address of 'orga nization or government (1) SM Wright Foundation 9213 Sovereign Row IX 75247 (b) ErN (c) IRC sect¡on 31-1613179 s01(c)(3) (e) Amount of non- Method of valuat¡on grant (g) Description of (h) cash (book, FMV, appraisal, noncash ass¡stance or ass¡stance assistance other) 32,000 2 Enter total number of section 501(c)(3) and government organizations listed in the l¡ne 1 table 3 Enter total number of other organ¡zations listed in the line 1 table For PapeMork Reduct¡on Act Not¡ce, see the Insttuctions for Form 99O. htþs ://eup. eps.irc. gov/mef/rrdprd/sdi/proxy/printsub (f) for any rec¡pient (d) Amount of cash r (if applicable) 2I, Purpose of grant Program Support 0 . Cat. No. 50055P Schedule I (Form 99O) 2016 12llIl20t7 Page 2 Schedule I Form of 14 20t6 Part JII Grants and Other Ass¡stance to Domestic Individuals. Part III can if additional is needed. (c) (a) Type of grant or assistance (b) Number of rec¡pients if the organ¡zation answered "Yes" on Form 990, Part IV, l¡ne 22. (d) Amount of noncash assistance Amount of cash grant (e) Method ofvaluation (book, (f) Description òf noncash assistance FMV, appraisal, other) (1) (2) (3) (4) (s) (6) (7) Return Reference Part I, Line 2 Explanation nt funds were paid pursuant to an agreement Form IRS https ://eup.eps.irs. gov/mef/rrdprd/sdi/proxy/printSub es the recipient to expend the funds for exclus¡vely for 501(c)(3) purposes, The organ¡zation reviews the ID #. and validates the Schedule I (Form 990) 2016 t2ltIl20t7 Page 4 efile GRAPHIC print - DO NOT Schedule OMB No. 1545-0047 For certain Officers, D¡re-tors, Trustees, Key Employees, and H¡ghest ' Compensated Employees > Complete if theorganization answered "Yes" on Form 99O, Part IV, line 23. Ì Department of the Treasury rnrormation Intemal Revenue Seruiæ "uout sinåff""! ËJ#ii"g¡o"nd 2016 Open to Public ¡ts ¡nstruct¡ons ¡s at organ izatjon number Amer¡cans for Prosper¡ty Foundation Part f 52-t527294 Questions Regarding Compensat¡on Yes la 2 3 First-clasS,or charter travel Travel forrcompanions Tax idemnification and gross-up payments ! ! ! Housing allowance or residence for personal use Payments for business use of personal residence Health or social club dues or ¡nitiat¡on fees U Discretionary spend¡ng account Personal services (e.9., maid. chauffeur, chel) If any olthe boxes in line la are checked, did the organ¡zat¡on follow a wr¡tten policy regarding payment or re¡mbursement or provision of all of the expenses described above? If "No," complete Part III to explain . Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors, trustees, officers. including the CEo/Executive Director, regarding the items checked in line 1a? . Indicate which, îf any, of the following the filing organization used to establ¡sh the compensation of the orqan¡zation's CEo/Executive D¡rector. Check all that apply. Do not check any boxes for methods used by a related organ¡zation to establish compensation of the CEo/Executive D¡rector, but expla¡n in Part M n M 4 Compensation committee Independent compensat¡on consultant Form 990 of other organizations ! Wr¡tten employment contract M M Compensation survey or study Approval by the board or compensation committee Receive a severance payment or change-of-control payment? . Participate in. or receive payment from. a supplemental nonqualif¡ed retirement plan? . Participate ¡n, or rece¡ve payment from, an equity-based compensat¡on arrangement? . if "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part 1b 2 Yes Yes III. During the year, did any person listed on Form 990. Part VII. Section A, line 1a, with respect to the fil¡ng organ¡zation or related organ¡zation: a b c No Check the approp¡ate box(es) if the organ¡zat¡on provided any of the following to or for a person listed on Form 990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items. M ! n n b 14 DLN:93493313fJfJ4147 Compehsation lnformation J (Form 990) Name ORIGINAL DATA - Production PROCESS of a 4a 4b 4c No 5a 5b No 6a No 6b No No No III. Only 5O1(c)(3), 5O1(c)(4), and 5O1(c)(29) organizations must complete l¡nes 5-9. For persons listed on Form 990, Part VII, Sect¡on A, line 1a, did the organization pay or accrue any compensation contÌngent on the revenues of: a b 6 a b The organizat¡on? . Any related organizat¡on? . If "Yes," on line 5a or 5b, describe in Part No III. For persons listed on Form 990. Part VII, Sect¡on A, line 1a. d¡d the organization pay or accrue any compensation contlngent on the net earnings of: The organization? . Any related orqanizationZ . . , If "Yes," on Iine 6a or 6b, describe htþs ://eup.eps. irs. . ¡n Part III gov/mef/rrdprd/sdi/proxy/printSub r2ltU2017 Page 5 7 For persons listed on Form 990, Part VII. Section A, line 1a, d¡d the organizat¡on provide any nonfìxed payments notdescr¡bed in l¡nes 5 and 6? If"Yes," descrlbe ¡n PartIIL a Were any amounts reported on Form 990. Part VII, paid or accured pursuant to a contract that was subject to the init¡al contract exception described ¡n Regulat¡ons section 53.4958-a(aX3)? If "Yes," describe in Part IIL 9 If'Yes" on line 8, did the organization 53.49s8-6(c)? 7 I of14 Yes No also follow the rebuttable presumpt¡on procedure described ¡n Regulat¡ons sect¡on 9 . see htþs ://eup.eps.irs. govlmef/rrdprd/sdi/proxy/printSub No. 50053T schedule J (Form r2lru20r7 Page 6 Schedule J (Form 990) 2016 :s . '. Part II 14 2 Officers, Direeto+s, Trustees, Key Employees, and Highest Compensated Em For each ¡nd¡v¡d ¡nstruct¡ons, on row Notê. The Paqe of Use duplicate copies if additional space ¡s needed compensation must on J, reportcompensation from the organizat¡on on row (i) and from related organizations, described in the Do not list individuals that are not listed on Form 990, Part VII. of Form Part line icable (A) Nanie and Title (B) Breakdown of W-2 andlor 1099-MISC compensat¡on (i) Base (¡i) compensat¡on Bonus & ¡ncentive compensation . (iii) Other :, reportable ðompensat¡on (C) Ret¡rement (D) Nontaxable and other deferred compensation benefits (E) Total of (F) columns Compensation in column (B) reported as deferred on prior Form 990 (BXi)-(D) See Additional Data Table Schedule J (Form 990) 2016 https //eup.eps. irs. gov/mef/rrdprd/sdi/proxy/printSub : tzlrv20r7 Page 9 ef¡le olvlB No. r545-OO47 Related organizations and unrelated Partnerships SCHEDULE R (Form 990) Þ complete if the orsanization answered;i:.;:å!îil Name of the organ¡zation I Identification Open to Public Inspection Employer Amer¡cans for Prosperity Foundat¡on Part 2016 eso, PaÉ I\f, line 33' 34' 3sb' 36' or 37 Þ Informat¡on about schedule R (Form 99O) and ¡ts instructions is at www'irs'oov/form99o' Deparlnent of the Treasury lntemal 14 DLN: 934933130l¡4t47 ORIGTNAL DATA - -DONOTP G of number sz-t527294 33 of Disrega rded Entities complete if the organization answered "Yes" on Form 990, Part IV, line (b) (a) Primary act¡vity Name, address, and EIN (¡f appl¡cable) of disregarded ent¡tv (c) (d) (e) (f) Legal domicile (state Total ¡ncome End-of-year assets Direct controlling ent¡ty or foreign country) ns for Prosper¡ty Educate and mobilize c¡tizens (1) PRDIST LLC 1310 N Courthouse Rd Ste 700 Arlington, VA 222OL 27-3L20702 Part II Ident¡f¡cat¡on of Related Tax-Exempt related tax-exem n duri 34 because it had one or more Complete if the organization answered "Yes" on Form 990, Part IV, ne O the tax (b) (a) Pr¡mary activ¡ty Name, address, and EIN of related orga¡izat¡on (c) (d) (e) (f) (e) Legal dom¡c¡le (state or foreign country) Exempt Code sect¡on Public charity status Direct @ntroll¡ng Sect¡on 512(b) (¡f sectlon 501(c)(3)) ent¡tY (13) controlled Yes Educate and mobil¡ze 1)Americans for ProsPer¡tY 1310 N Courthouse Rd Ste 700 ( c¡tizens DC s01(c)(a) '!: Americans for ProsperitY Foundation No No Arlington, VA 22201 75-3148958 For Paperwork Reduct¡on Act Not¡ce' see the Instruct¡ons for Form 990, https ://eup. eps.irs. gov/mef/rrdprd/sdi/proxy/printSub Cat. No.50135Y Schedule R (Form 990) 2016 r2lrll2017 Page 10 Schedule R (Form 990) 2016 Part III one or more related organizations treated as a partnership during the tax year. (a) (b) (c) (d) (e) Name, address, and EIN of related organization Pr¡mary Legal D¡rect Predominant inæme(related, unrelated, excluded from tax under sect¡ons 512s14) activ¡ty @ntro¡ling (state or foreig n :ountry) entity "Yes" on Form 990, part IV, line 34 because (f) (s) (¡) Share of Share ot total income end-of-year assets Yes Part IV ldentification of Related Organizations Percentage mana9rng 20 o1 Schedule K-1 (Form 1065) No had (k) 0) Code V-UBI amount in it 14 2 Page Identification of Related Organizations Taxable as a Partnership Complete if the,organization answered of owneÉhip partner? Yes Nò Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 trust during the tax year because ¡t had one or more related organizations treated as a corporation or (a) Name, address, and EIN related organizat¡on oF (b) (c) Primary activity Lega I dom¡cile (state or fore¡gn country) (d) (e) (Ð (s) (h) Direct controll¡ng ent¡ty Type of entity corp, S corp. or trust) Share of tota lncome Sh¡re of end-of- Percentage ownership year i) 572 (13) assets Yes No Schedule R (Form 99O) 2016 https ://eup.eps. irs. gov/mef/ndprd/sdi/proxyiprintSub l2ltv20r7 Page 11 Schedule R (Form 990) 2016 Part V Paqe of14 3 Transactions With Related Organizations Complete ¡f the organ¡zation answered "Yes" on Form 990, Part IV, line 34, 35b, or 36. Yes Note. Complete line 1 ¡f any entity ¡s listed ¡n Parts II, III, or IV of this schedule. No 1 Dur¡ng the tax year, did the orgranization engage in any of the following transactions with one or more related organizàtions listed in Parts II-IV? a b c d e f g h i j 1b No No 1c No 1d No le No 1f No L9 No th No 1¡ No Lease of facilities, equ¡pment, or other assets to related organization(s) 1j No Rece¡pt of (i) ¡nterest, (¡¡)annuit¡es, (íii) royalties, or(iv) rent from 1a a controlled ent¡ty . Gift, grant, or capital contribut¡on to related organ¡zation(s) Gift, 9rant, or capital contr¡but¡on from related organization(s) Loans or loan guarantees to or for related organization(s) Loans or loan guarantees by related organization(s) Dividends from related organization(s) Sale of assets to related organization(s) . . , , . , . Purchase of assets from related organ¡zat¡on(s) , Exchange of assets w¡th related organ¡zat¡on(s) . . k I Lease of facilities, equipment, or other assets from related organ¡zation(s) . 1k No Performance of services or membership or fundra¡sing solic¡tations for related organizat¡on(s) il No m Performance of services or membership or fundraising solicitations by related organizat¡on(s) lm No Sharing of facil¡ties. equ¡pment, mailing lists, or other assets w¡th related organ¡zation(s) . 1n Yes n o p q r s 2 1o Yes Reimbursement paid to related organization(s) for expenses 1p Yes Reimbursement pa¡d by related organization(s) for expenses 1q Other transfer of cash or property to related organization(s) 1r Other transfer of cash or property from related organ¡zation(s) ls Sharing of paid employees w¡th related organ¡zation(s) . No No If the answer to any of the above is "Yes," see the ¡nstruct¡ons for information on who must complete this line, ¡nclud¡ng covered relat¡onsh¡ps and transaction thresholds. (a) (b) (c) (d) Name of related organ¡zat¡on Tra nsaction Amount involved Method of determ¡ning amount involved Wpe (a-s) (1)Amer¡cans for Prosperity N 5,358,81s I'larket Value (2)Amer¡cans for Prosper¡ty o 22,364,777 Value (3)Americans for Prosperity P 3,966,954 Cost Schedule R (Form 990) 2016 https ://eup.eps.irs. gov/mef/ndprd/sdi/proxy/printSub I2lIIl20r7 Page 12 of 14 Schedule R (Form 990) 2016 Part VI Page 4 Unrelated Organizations Taxable.as a Partnersh¡ nization answered "Yes" on Form 990, Part IV, line 37 Com lete if the Provide the following ¡ ation for each entity taxed as a partnership through which the organizat¡on conducted more than f¡ve percent its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships. (a) (b) (c) (d) (e) (f) (s) (h) (¡) Name, address, and EIN of entÌty Primary activity (k) Predom¡n¿nt tncome (related, unrelated, excluded from tax under sections 512- Are all partners (i) Legal Share of total Share of end-of-year Disproprt¡onate allocations? Genera¡ or Percentage mana9r ng owneEhip tncome assets Code V-UBl amount ¡n 20 of Schedule K-1 (Form 1065) domic¡le (state or fore¡g n country) s14) sect¡on s0 1 (c)(3) organizations? Yes No Yes No partner? Yes No Schedule R (Form 99O) 2016 https ://eup.eps. irs. gov/mef/ndprd/sdilproxy/printSub l2lty2017 Page 13 of 14 Page Schedule R (Form 990) 2016 Part VII 5 Supplemental Informat¡on Provide additional informat¡on for responses lo questions on Schedule Return Reference R instructions). Exp¡anat¡on schedule htçs ://eup.eps.irs. gov/mef/ndprd/sdi/proxy/printSub R (Form 99o) 2016 t2lry20t7