PUBLIC DISCLOSURE COPY
EXTEND- TO NOVEMBER 15, 2018

   
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

990 Return of Organization Exempt From Income Tax

Fm Undersectlon 501M. 527, ?4941mm o?he annual mm (mm 

Open {0 pumic

6010 Inspection

A Mending

Nemeoforganiza?on egeat America, ?ling?g DEmployarldem?onnumb?

Mdresschange 46-y67395

Nemechange Roomlsuite Tam nmnbet

441 North Lee Street 00 (530) 451-6121

Hammad 

Wm exandria. VA 22314 66mm33.467,647.

El mm Namemmdp?ndpdo?een?zent Lender ma)um.mmumw Dengue
41 North 1.10: Street Ste. 100 Alexandria, VA Dania:

name: no.) D4947(ax1)or D527 I'Nm'ma?suseem)

mum: Mum. eetamericaelliance.com HM memm 

Fmdomanmon: Em Dram [jAssoda?ml loam? IL 2013 [u mammwe: VA

Summary

 

1 B?e?ydesaibemeomaniza?on's mlssionormost signi?cant activities:
can educates the public on the need for a stronger eeonony, a more secure nation, and a society with less

 

 

 

 

 

 

 

 

 

 

 

government intrusion and more freedom for American citizens through policy and research programsTotalmdeW(esMifnecessay) 0
1a line 12 1a 0 .
7b 0.
PriorYoar CunentYoar
a 3,4?7,547,

 

9 Progmnse?cemnmmatV?L?nezQ) 
1o column (A). lines 3, 4,and7d) 
11 Other revenue(Part calm (A). Enos 5. 6d, 8c.9c,10c. and 11e) 
12 . . . 3,467,647,
13 Grants ?swim-mm pad (Pan IX. eolwnn (A). ?rm 1.3) 
14 

 

 

Revenue

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1s . . 96,000.
183 Prd?essia?fmdmislmfeawan IX. column (A).line11e) 12g}, 060 .
557,126.

17 ?,188,894.

1a 291. 3,399,954.

19 Rmhesemenses?ubtact?mwfran?neu 67,693.
3 machax? EndolYear
g5 20 19L315.
2g 21 Teammx.mzs) ?9,840.
in 22 78g. 63,475.

Si natureBlock
mmum. his
mrw- - -: z. 
[m 
Sign Data/
Here Brent Lo~ President
Typoorprintnameand??e
Paid Prim/Type preparers name mantis/la? 0313// 0mm if PTIN
Prapafer 1e Raye: ?7 30/? WW 01982789
UseOnly Firm?snam DRoyer Grogg, LLC 
Maw? 3505 Spring mikeY Terrace Phonono.
gairfex, VA 22030 (703) 346-1846

Yes Duo

 

 

Fonn990(2o17)
UYA

Form 990 (2017)

Great America Alliance

46-2767395

Page

2

PartIII
I Statement of Program Service Accomplishments
Part
Check if Schedule O contains a response or note to any line in this Part III
1

Briefly describe the organization's mission:

Great America Alliance educates the public on the need for a stronger economy,
a more secure nation, and a society with less government intrusion and more
freedom of American citizens through policy and research programs.

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

X

No

Yes

X

No

If "Yes," describe these new services on Schedule O.
3

Did the organization cease conducting, or make significant changes in how it conducts, any program
services?
If "Yes," describe these changes on Schedule O.

4

Describe the organization's program service accomplishments for each of its three largest program services, as measured by
expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others,
the total expenses, and revenue, if any, for each program service reported.

4a (Code:

) (Expenses $1,537,677. including grants of $

) (Revenue $

)

Great America Alliance distributed research and issue advocacy
messaging nationwide on top policy reforms including addressing
healthcare, taxes, national security and trade.

) (Expenses $ 933,193. including grants of $
) (Revenue $
Great America Alliance educated voters through direct and indirect
political advocacy messaging nationwide within the scope of
applicable laws and regulations.

4b (Code:

4c (Code:

) (Expenses $

including grants of $

) (Revenue $

)

)

4d Other program services (Describe in Schedule O.)
(Expenses $
including grants of $
4e Total program service expenses
UYA

) (Revenue $

)

2,470,870.
Form 990 (2017)

 Form 990 (2017)

Great America Alliance

46-2767395

Page

3

Part
PartIV
I Checklist of Required Schedules
Yes
1

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes,"
complete Schedule A

1

2

Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)?

2

X

3

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to
candidates for public office? If "Yes," complete Schedule C, Part I

3

X

4

Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h)
election in effect during the tax year? If "Yes," complete Schedule C, Part II

4

5

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues,
assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C

No

X

5

X

have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If
"Yes," complete Schedule D, Part I

6

X

7

Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II

7

X

8

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III

8

X

9

Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a
9

X

10

X

11a

X

Part III
6

Did the organization maintain any donor advised funds or any similar funds or accounts for which donors

custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or
debt negotiation services? If "Yes," complete Schedule D, Part IV
10

Did the organization, directly or through a related organization, hold assets in temporarily restricted
endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V

11

If the organization's answer to any of the following questions is 'Yes," then complete Schedule D, Parts VI,
VII, VIII, IX, or X as applicable.
a

Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes,"
complete Schedule D, Part VI

b Did the organization report an amount for investments–other securities in Part X, line 12 that is 5% or more
of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII

11b

X

Did the organization report an amount for investments–program related in Part X, line 13 that is 5% or more
of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII

11c

X

d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets
reported in Part X, line 16? If "Yes," complete Schedule D, Part IX

11d

c

e

Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X

11e

X
X

f

Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses
the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X

11f

X

Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII

12a

X

the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E

12b

Did the organization maintain an office, employees, or agents outside of the United States?

14a

X
X
X

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, Parts I and IV

14b

X

15

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or
for any foreign organization? If "Yes," complete Schedule F, Parts II and IV

15

X

16

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other
assistance to or for foreign individuals? If "Yes," complete Schedule F, Parts III and IV

16

X

17

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 11e? If "Yes," complete Schedule G, Part I (see instructions)

17

18

Did the organization report more than $15,000 total of fundraising event gross income and contributions on
Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II

18

X

19

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
If "Yes," complete Schedule G, Part III

19

X

12 a

b Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if
13
14 a

13

b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking,

UYA

X

Form 990 (2017)

 Form 990 (2017)

Great America Alliance

46-2767395

Page

4

Part IV Checklist of Required Schedules (continued)
Yes
20 a

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H

b If "Yes," to line 20a, did the organization attach a copy of its audited financial statements to this return?
21

Did the organization report more than $5,000 of grants or other assistance to any domestic organization or
domestic government on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II

22

Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on
Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III

23

No

X

20a
20b
21

X

22

X

Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the
organization's current and former officers, directors, trustees, key employees, and highest compensated
employees? If "Yes," complete Schedule J

23

X

24 a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than
$100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 24b
through 24d and complete Schedule K. If "No," go to line 25a
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?

X

24a
24b

c Did the organization maintain an escrow account 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?
25 a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit
transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I

24c
24d
25a

X

25b

X

26

X

27

X

28a

X

28b

X

b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior
year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?
If "Yes," complete Schedule L, Part I
26

Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any
current or former officers, directors, trustees, key employees, highest compensated employees, or
disqualified persons? If "Yes," complete Schedule L, Part II

27

Did the organization provide a grant or other assistance to an officer, director, trustee, key employee,
substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled
entity or family member of any of these persons? If "Yes," complete Schedule L, Part III

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 A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV
b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete
Schedule L, Part IV
c An entity of 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 Schedule L, Part IV

28c

X

29

Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M

29

X

30

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified
conservation contributions? If "Yes," complete Schedule M

30

X

31

Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I

31

X

32

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N,
Part II

32

X

33

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I

33

X

34

Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III,
or IV, and Part V, line 1

34

X
X

35 a Did the organization have a controlled entity within the meaning of section 512(b)(13)?
b If "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(b)(13)? If "Yes," complete Schedule R, Part V, line 2
36

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable
related organization? If "Yes,", complete Schedule R, Part V, line 2

37

Did the organization conduct more than 5% of its activities through an entity that is not a related organization
and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R,
Part VI

38

35b
36

X

37

Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and
19? Note. All Form 990 filers are required to complete Schedule O

UYA

35a

38

X

Form 990 (2017)

 Form 990 (2017)

Part VI
Part

Great America Alliance

46-2767395

Page

5

Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V
Yes No

Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable

1a

b

Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable

1b

c

Did the organization comply with backup withholding rules for reportable payments to vendors and

1a

18
0
1c

reportable gaming (gambling) winnings to prize winners?
2a

Statements, filed for the calendar year ending with or within the year covered by this return

2a

0

b

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)

2b

3a

Did the organization have unrelated business gross income of $1,000 or more during the year?
If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation in Schedule O

3a

b
4a

X

Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax

X

3b

At any time during the calendar year, did the organization have an interest in, or a signature or other authority
over, a financial account in a foreign country (such as a bank account, securities account, or other financial
account)?

b

4a

X

X
X

If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts
(FBAR).

5a

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?

5a

b

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

5b

c

If "Yes," to line 5a or 5b, did the organization file Form 8886-T?

5c

6a

Does the organization have annual gross receipts that are normally greater than $100,000, and did the
organization solicit any contributions that were not tax deductible as charitable contributions?

b

gifts were not tax deductible?
7

6a

X

6b

X

If "Yes," did the organization include with every solicitation an express statement that such contributions or
Organizations that may receive deductible contributions under section 170(c).

a

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods
and services provided to the payor?

7a

b

If "Yes," did the organization notify the donor of the value of the goods or services provided?

7b

c

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was
required to file Form 8282?

d

7c

If "Yes," indicate the number of Forms 8282 filed during the year

7d

e

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

7e

f

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?

7f

g

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?

7g

h

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?

7h

8

Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the

9

Sponsoring organizations maintaining donor advised funds.

8

sponsoring organization have excess business holdings at any time during the year?
a

Did the sponsoring organization make any taxable distributions under section 4966?

9a

b

Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?

9b

10

Section 501(c)(7) organizations. Enter:
a

Initiation fees and capital contributions included on Part VIII, line 12

10a

b

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

a

Gross income from members or shareholders

b

Gross income from other sources (Do not net amounts due or paid to other sources

11

Section 501(c)(12) organizations. Enter:

against amounts due or received from them.)
12 a

11b

Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

b

If "Yes," enter the amount of tax-exempt interest received or accrued during the year

a

Is the organization licensed to issue qualified health plans in more than one state?

13

11a

12a

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.
13a

Note. See the instructions for additional information the organization must report on Schedule O.
b
c
14 a
b
UYA

Enter the amount of reserves the organization is required to maintain by the states in which
the organization is licensed to issue qualified health plans

13b

Enter the amount of reserves on hand

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," provide an explanation in Schedule O

14a

X

14b
Form 990 (2017)

 Form 990 (2017)

Great America Alliance

46-2767395

Page

6

PartVI
I Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No"
Part
response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

X

Check if Schedule O contains a response or note to any line in this Part VI

Section A. Governing Body and Management
Yes
1 a Enter the number of voting members of the governing body at the end of the tax year

1a

3

1b

2

No

If there are material differences in voting rights among members of the governing body, or
if the governing body delegated broad authority to an executive committee or similar
committee, explain in Schedule O.
b Enter the number of voting members included in line 1a, above, who are independent
2

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with
any other officer, director, trustee, or key employee?

3

2

X

Did the organization delegate control over management duties customarily performed by or under the direct
supervision of officers, directors, or trustees, or key employees to a management company or other person?

3

4

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?

4

5

Did the organization become aware during the year of a significant diversion of the organization's assets?

5

6

Did the organization have members or stockholders?

6

X
X
X
X

7a

X

7b

X

7 a 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 organization reserved to (or subject to approval by) members,
stockholders, or persons other than the governing body?
8

Did the organization contemporaneously document the meetings held or written actions undertaken during
the year by the following:

9

X

a The governing body?

8a

b Each committee with authority to act on behalf of the governing body?

8b

X

9

X

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

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes

No

X

10a

10 a Did the organization have local chapters, branches, or affiliates?
b If "Yes," did the organization have written policies and procedures governing the activities of such chapters,
affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
11 a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
b Describe in Schedule O the process, if any, used by the organization to review this Form 990.
12 a Did the organization have a written conflict of interest policy? If "No," go to line 13
b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
c Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes,"

10b
11a

X

12a
12b

X
X
X

describe in Schedule O how this was done

12c

13

Did the organization have a written whistleblower policy?

13

14

Did the organization have a written document retention and destruction policy?

14

15

Did the process for determining compensation of the following persons include a review and approval by

X
X

independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a The organization's CEO, Executive Director, or top management official

15a

b Other officers or key employees of the organization

15b

X
X

If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16 a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement
16a

with a taxable entity during the year?

X

b 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 to safeguard the
16b

organization's exempt status with respect to such arrangements?

Section C. Disclosure

See Schedule O.

17

List the states with which a copy of this Form 990 is required to be filed

18

Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only)
available for public inspection. Indicate how you made these available. Check all that apply.
Own website
Another's website
Other (explain in Schedule O)
X Upon request

19

Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and
financial statements available to the public during the tax year.

20

State the name, address, and telephone number of the person who possesses the organization's books and records:
(530)451-6121
Christina Needham 441 North Lee Street Ste. 100 Alexandria, VA 22314

UYA

Form 990 (2017)

 Form 990 (2017)

Great America Alliance

46-2767395

Page

7

I
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and
Part VII
Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII

Section 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 with or within the
organization’s tax year.
List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount of
compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.
List all of the organization’s current key employees, if any. See instructions for definintion of "key employee."
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.
List all of the organization’s former officers, key employees, and highest compensated employees who received more than
$100,000 of reportable compensation from the organization and any related organizations.
List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(C)
(A)
Name and Title

(B)

Position
(do not check more than one

(5)
(6)

Former

(4)

Highest compensated
employee

(3)

Key employee

(2)

Brent Lowder
President
Hector Barajas
Executive Dir/Treasurer
Donald McCormick
Director
Eric Beach
Executive Director
Christina Needham
Director/Treasurer/Sec

Officer

(1)

Institutional trustee

Individual trustee
or director

Average
hours per
box, unless person is both an
week (list any
officer and a director/trustee)
hours for
related
organizations
below dotted
line)

(D)

(E)

(F)

Reportable
compensation
from
the
organization

Reportable

Estimated
amount of
other
compensation
from the

20

related
organizations

X

X

56,000.

0.

X

X

0.

0.

0.

0.

X

0.

0.

0.

X

0.

0.

0.

1
1
X
2
2

40,000.
0.

0.

(7)
(8)
(9)
(10)
(11)
(12)
(13)
(14)
UYA

Form 990 (2017)

 Form 990 (2017)

Great America Alliance

46-2767395

Page

8

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Part VII
I
Part
(C)
(A)
Name and title

(B)

Position
(do not check more than one

Former

Highest compensated
employee

Key employee

Officer

Institutional trustee

Individual trustee
or director

Average
hours per
box, unless person is both an
week (list any
officer and a director/trustee)
hours for
related
organizations
below dotted
line)

(D)

(E)

(F)

Reportable
compensation
from
the
organization

Reportable

Estimated
amount of
other
compensation
from the
organization
and related
organizations

related
organizations

(15)
(16)
(17)
(18)
(19)
(20)
(21)
(22)
(23)
(24)
(25)
1b
c
d
2

Sub-total
56,000.
40,000.
Total from continuation sheets to Part VII, Section A
Total (add lines 1b and 1c)
56,000.
40,000.
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of
reportable compensation from the organization
Yes No

3
4

5

Did the organization list any former officer, director, or trustee, key employee, or highest compensated
employee on line 1a? If "Yes," complete Schedule J for such individual
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the
organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual
for services rendered to the organization? If "Yes," complete Schedule J for such person

3

X

4
5

X
X

Section B. Independent Contractors
1

Complete this table for your five highest compensated independent contractors that received more than $100,000 of
compensation from the organization. Report compensation for the calendar year ending with or within the organization's
tax year.

(A)
Name and business address
Frontline Strategies, 1514 Warwick Lane, Newport Beach, CA 92660

(B)
Description of services

(C)
Compensation

Management Services
Issue Advocacy TV
Campaign Solutions 117 N Saint Asaph Street, Alexandria, VA 22314
On-line issue advocacy
Connell Donatelli, Inc 117 N. Saint Asaph St., Alexandria, VA 22314 On-line issue advocacy
Apex Strategy Group, 300 Knollridge Ct., El Dorado Hills, CA 95762 Issue Advocacy TV
2 Total number of independent contractors (including but not limited to those listed above) who
received more than $100,000 of compensation from the organization
5

955,382.
618,859.
369,306.
221,937.
123,435.

UYA

Form 990 (2017)

RRTV Media, LLC P.O. Box 36819 Canton, OH 44735

 Form 990 (2017)

Great America Alliance

46-2767395

Page

9

Part
PartVIII
I
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII

Contributions, Gifts, Grants
and Other Similar Amounts

(A)
Total revenue

1 a Federated campaigns
b Membership dues

1a

c Fundraising events

1c

d Related organizations

1d

e Government grants (contributions)

1e

f

(B)
Related or exempt
function revenue

(C)
Unrelated
business
revenue

(D)
Revenue excluded
from tax under
sections 512-514

1b

All other contributions, gifts, grants,
and similar amounts not included above

1f

3,467,647.

g Noncash contributions included in lines 1a-1f: $

3,467,647.

h Total. Add lines 1a–1f
Business Code

2a
b
c
d
e
f All other program service revenue
g Total. Add lines 2a-2f
3

Investment income (including dividends, interest,
and other similar amounts)

4

Income from investment of tax-exempt bond proceeds

5

Royalties
(i) Real

(ii) Personal

6 a Gross rents
b Less: rental expenses
c Rental income or (loss)
d Net rental income or (loss)
7 a Gross amount from sales of

(i) Securities

(ii) Other

assets other than inventory
b Less: cost or other basis
and sales expenses
c Gain or (loss)

Other Revenue

d Net gain or (loss)
8 a 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) from fundraising events
9 a Gross income from gaming activities.
See Part IV, line 19

a

b Less: direct expenses

b

c Net income or (loss) from gaming activities
10 a Gross sales of inventory, less
returns and allowances
b Less: cost of goods sold

a
b

c Net income or (loss) from sales inventory
Miscellaneous Revenue

Business Code

11 a
b
c
d All other revenue
e Total. Add lines 11a-11d
12
UYA

Total revenue. See instructions

3,467,647.
Form 990 (2017)

 Form 990 (2017)

Great America Alliance

46-2767395

Page

10

Part IIX Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).

X

Check if Schedule O contains a response or note to any line in this Part IX
Do not include amounts reported on lines 6b, 7b, 8b, 9b,
and 10b of Part VIII.
1

(A)
Total expenses

(B)
Program service
expenses

(C)
Management and
general expenses

(D)
Fundraising
expenses

Grants and other assistance to domestic organizations
and domestic governments. See Part IV, line 21

2

Grants and other assistance to domestic
individuals. See Part IV, line 22

3

Grants and other assistance to foreign organizations,
foreign governments, and foreign individuals. See Part IV,
lines 15 and 16

4

Benefits paid to or for members

5

Compensation of current officers, directors, trustees,
and key employees

6

96,000.

96,000.

74,162.

74,162.

Compensation not included above, to disqualified persons
(as defined under section 4958(f)(1)) and persons
described in section 4958(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

10
11

Payroll taxes
Fees for services (non-employees):
a Management
b Legal
c Accounting
d Lobbying
e Professional fundraising services. See Part IV, line 17
f Investment management fees

115,060.

115,060.

g Other. (If line 11g amount exceeds 10% of line 25, column
(A) amount, list line 11g expenses on Schedule O.)
12

Advertising and promotion

13

Office expenses

14

Information technology

15

Royalties

16

Occupancy

17

Travel

18

Payments of travel or entertainment expenses for any

1,474,734. 1,091,676.
83,011.
83,011.
69,215.
64,735.
69,092.
69,092.
7,058.

7,058.

150,907.

150,907.

196,188.

186,870.

1,674.

2,806.

federal, state, or local public officials
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 above

3,934.

3,934.

(List miscellaneous expenses in line 24e. If line 24e amount
exceeds 10% of line 25, column (A) amount, list line 24e
expenses on Schedule O.)
a
b

Issue Advocacy
Merchant & Filing Fees

1,004,391. 1,004,391.
252,390.

252,390.

c
d
e All other expenses
25

Total functional expenses. Add lines 1 through 24e

26

Joint costs. Complete this line only if the organization

3,399,954. 2,470,870.

371,958.

557,126.

reported in column (B) joint costs from a combined
educational campaign and fundraising solicitation. Check
here
X if following SOP 98-2 (ASC 958-720)
UYA

118,288.

94,630.

23,658.
Form 990 (2017)

 Form 990 (2017)

Great America Alliance

46-2767395

Page

11

Part
Part IX Balance Sheet
Check if Schedule O contains a response or note to any line in this Part X
(A)

(B)

Beginning of year

End of year

782.

1

Cash — non-interest-bearing

2

Savings and temporary cash investments

2

3

Pledges and grants receivable, net

3

4

Accounts receivable, net

4

5

Loans and other receivables from current and former officers, directors, trustees, key employees,
and highest compensated employees. Complete Part II of Schedule L

6

1

198,315.

5

Loans and other receivables from other disqualified persons (as defined under
section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing

Assets

employers and sponsoring organizations of section 501(c)(9) voluntary employees'
beneficiary organizations (see instructions).
Complete Part II of Schedule L

6

7

Notes and loans receivable, net

7

8

Inventories for sale or use

8

9

Prepaid expenses and deferred charges

9

10 a Land, buildings, and equipment: cost or
other basis. Complete Part VI of Schedule D

Liabilities

b Less: accumulated depreciation

10a
10b

10c

11

Investments — publicly traded securities

11

12

Investments — other securities. See Part IV, line 11

12

13

Investments — program-related. See Part IV, line 11

13

14

Intangible assets

14

15

Other assets. See Part IV, line 11

16

Total assets. Add lines 1 through 15 (must equal line 34)

17

Accounts payable and accrued expenses

17

18

Grants payable

18

19

Deferred revenue

19

20

Tax-exempt bond liabilities

20

21

Escrow or custodial account liability. Complete Part IV of Schedule D

21

22

Loans and other payables to current and former officers, directors, trustees, key employees,

15

782.

highest compensated employees, and disqualified persons. Complete Part II of Schedule L

22

23

Secured mortgages and notes payable to unrelated third parties

23

24

Unsecured notes and loans payable to unrelated third parties

24

25

Other liabilities (including federal income tax, payables to related third parties, and other liabilities
Total liabilities. Add lines 17 through 25
Organizations that follow SFAS 117 (ASC 958), check here

198,315.
129,840.

25

not included on lines 17-24). Complete Part X of Schedule D
26

Net Assets or Fund Balances

16

X

26

129,840.

27

68,475.

and complete lines 27

through 29, and lines 33 and 34.
27

Unrestricted net assets

28

Temporarily restricted net assets

29

782.

28

Permanently restricted net assets
Organizations that do not follow SFAS 117 (ASC 958), check here

29
and complete

lines 30 through 34.
30

Capital stock or trust principal, or current funds

30

31

Paid-in or capital surplus, or land, building, or equipment fund

31

32

Retained earnings, endowment, accumulated income, or other funds

33

Total net assets or fund balances

34

Total liabilities and net assets/fund balances

UYA

32

782.
782.

33
34

68,475.
198,315.
Form 990 (2017)

 Form 990 (2017)

Great America Alliance

46-2767395

Page

12

Part IXI Reconciliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI
1

Total revenue (must equal Part VIII, column (A), line 12)

1

2

Total expenses (must equal Part IX, column (A), line 25)

2

3

Revenue less expenses. Subtract line 2 from line 1

3

4

Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))

4

5

Net unrealized gains (losses) on investments

5

6

Donated services and use of facilities

6

7

Investment expenses

7

8

Prior period adjustments

8

9

Other changes in net assets or fund balances (explain in Schedule O)

9

10

3,467,647.
3,399,954.
67,693.
782.

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line
33, column (B))

10

68,475.

Part XII
I
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII
Yes No
1

Accounting method used to prepare the Form 990:

Cash

X

Accrual

Other

If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O.
2 a Were the organization's financial statements compiled or reviewed by an independent accountant?

2a

X

2b

X

If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate
basis, consolidated basis, or both:
Separate basis

Consolidated basis

Both consolidated and separate basis

b 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:
Separate basis

Consolidated basis

Both 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?

2c

If the organization changed either its oversight process or selection process during the tax year, explain in
Schedule O.
3 a 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

X

b If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the
required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
UYA

3b
Form 990 (2017)

 SCHEDULE C
(Form 990 or 990-EZ)

Political Campaign and Lobbying Activities

OMB No. 1545-0047

2017

For Organizations Exempt From Income Tax Under section 501(c) and section 527
Department of the Treasury
Internal Revenue Service

Complete if the organization is described below.

Open to Public
Inspection

Attach to Form 990 or Form 990-EZ.

Go to www.irs.gov/Form990 for instructions and the latest information.

If the organization answered "Yes," on Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Section 527 organizations: Complete I-A only.
If the organization answered "Yes," on Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes," on Form 990, Part IV, line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy
Tax) (see separate instructions), then
Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of organization

Employer identification number

Great America Alliance
Part I-A

46-2767395

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1

Provide a description of the organization's direct and indirect political campaign activities in Part IV. (see instructions for
definition of "political campaign activities")

2

Political campaign activity expenditures (see instructions)

3

Volunteer hours for political campaign activities (see instructions)

Part I-B

$

291,181.
0
0.
0.

Complete if the organization is exempt under section 501(c)(3).

1

Enter the amount of any excise tax incurred by the organization under section 4955

$

2

Enter the amount of any excise tax incurred by organization managers under section 4955

$

3

If the organization incurred a section 4955 tax, did it file Form 4720 for this year?

4a Was a correction made?

Yes

No

Yes

No

b If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

1

Enter the amount directly expended by the filing organization for section 527 exempt function activities

2

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt

$

291,181.
0.
291,181.
Yes
X No

function activities

$

3

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL line 17b

$

4

Did the filing organization file Form 1120-POL for this year?

5

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization made
payments. For each organization listed, enter the amount paid from the filing organization's funds. Also enter the amount of political contributions
received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action
committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name

(b) Address

(c) EIN

(e) Amount of political
contributions received and
promptly and directly
filing organization's
delivered to a separate
funds. If none, enter -0-. political organization. If none,
enter -0-.

(d) Amount paid from

(1)
(2)
(3)
(4)
(5)
(6)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
UYA

Schedule C (Form 990 or 990-EZ) 2017

 Schedule C (Form 990 or 990-EZ) 2017

Part II-A
A

Check

B

Check

Great America Alliance

46-2767395

Page 2

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under
section 501(h)).
if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses,
and share of excess lobbying expenditures).
if the filing organization checked box A and "limited control" provisions apply.
Limits on Lobbying Expenditures

(a) Filing
organization's totals

(The term "expenditures" means amounts paid or incurred.)
1a

(b) Affiliated
group totals

Total lobbying expenditures to influence public opinion (grass roots lobbying)

b

Total lobbying expenditures to influence a legislative body (direct lobbying)

c

Total lobbying expenditures (add lines 1a and 1b)

d

Other exempt purpose expenditures

e

Total exempt purpose expenditures (add lines 1c and 1d)

f

Lobbying nontaxable amount. Enter the amount from the following table in both columns.
If the amount on line 1e, column (a) or (b) is:
Not over $500,000

The lobbying nontaxable amount is:
20% of the amount on line 1e.

Over $500,000 but not over $1,000,000

$100,000 plus 15% of the excess over $500,000.

Over $1,000,000 but not over $1,500,000

$175,000 plus 10% of the excess over $1,000,000.

Over $1,500,000 but not over $17,000,000

$225,000 plus 5% of the excess over $1,500,000.

Over $17,000,000

$1,000,000.

g

Grassroots nontaxable amount (enter 25% of line 1f)

h

Subtract line 1g from line 1a. If zero or less, enter -0-

i

Subtract line 1f from line 1c. If zero or less, enter -0-

j

If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720
reporting section 4911 tax for this year?

Yes

No

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five columns below.
See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)

(a) 2014

(b) 2015

(c) 2016

(d) 2017

(e) Total

2a Lobbying nontaxable amount
b Lobbying ceiling amount
(150% of line 2a, column (e))
c Total lobbying expenditures
d Grassroots nontaxable amount
e Grassroots ceiling amount
(150% of line 2d, column (e))
f Grassroots lobbying expenditures
UYA

Schedule C (Form 990 or 990-EZ) 2017

 Schedule C (Form 990 or 990-EZ) 2017

Part II-B

Great America Alliance

46-2767395
(a)

For each "Yes," response on lines 1a through 1i below, provide in Part IV a detailed
description of the lobbying activity.
1

Page 3

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768
(election under section 501(h)).
Yes

(b)
No

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including
any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a

Volunteers?

b

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)?

c

Media advertisements?

d

Mailings to members, legislators, or the public?

e

Publications, or published or broadcast statements?

f

Grants to other organizations for lobbying purposes?

g

Direct contact with legislators, their staffs, government officials, or a legislative body?

h

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means?

i

Other activities?

j

Total. Add lines 1c through 1i

2a

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)?

b

If "Yes," enter the amount of any tax incurred under section 4912

c

If "Yes," enter the amount of any tax incurred by organization managers under section 4912

d

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year?

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section
501(c)(6).
Yes

1

Were substantially all (90% or more) dues received nondeductible by members?

1

2

Did the organization make only in-house lobbying expenditures of $2,000 or less?

2

3

Did the organization agree to carry over lobbying and political campaign activity expenditures from the prior year?

3

Part III-B

No

X

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section
501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No," OR (b) Part III-A, line 3, is
answered "Yes."
1

1

Dues, assessments and similar amounts from members

2

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses
for which the section 527(f) tax was paid).
a

Current year

2a

b

Carryover from last year

2b

c

Total

2c

3

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues

3

4

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the

5

organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year?

4

Taxable amount of lobbying and political expenditures (see instructions)

5

Part IV

Supplemental Information

Provide the descriptions required for Part I-A, line 1; Part I-B, line 4; Part I-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions);
and Part II-B, line 1. Also, complete this part for any additional information.

P1-A, Ln 1

Great America Alliance educated voters through direct and indirect
political advocacy messaging nationwide within the scope of
applicable laws and regulations.

Other

PIII-A, Ln 1 - the organization does not have members.

Other

PIII-A, Ln 3 - the organization did not have any lobbying or political

campaign activity expenditures in the prior year.

UYA

Schedule C (Form 990 or 990-EZ) 2017

 Schedule C (Form 990 or 990-EZ) 2017

Part IV

UYA

Great America Alliance

46-2767395

Page 4

Supplemental Information (continued)

Schedule C (Form 990 or 990-EZ) 2017

 SCHEDULE G

OMB No. 1545-0047
Complete if the organization answered "Yes" on Form 990, Part IV, line 17, 18, or 19, or if the
organization entered more than $15,000 on Form 990-EZ, line 6a.

2017

Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/form990 for the latest instructions.

Open to Public
Inspection

Department of the Treasury
Internal Revenue Service
Name of the organization

Employer identification number

Great America Alliance
Part I
1

46-2767395

Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a
b
c
d

2a

X
X
X
X

Mail solicitations

e

Solicitation of non-government grants

Internet and email solicitations

f

Solicitation of government grants

Phone solicitations

g

Special fundraising events

In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees, or key employees

X

listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b

Yes

No

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be
compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser)

(ii) Activity

(iii) Did fundraiser have
custody or control of
contributions?

Yes
1

(iv) Gross receipts
from activity

(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)

(vi) Amount paid to
(or retained by)
organization

No

HSP Direct LLC
20130 Lakeview Center Plaza Ste. 300 Ash

X

17,060.

23,697.

-6,637.

X

407,641.

35,456.

372,185.

424,701.

59,153.

365,548.

2 InfoCision Management Corp
325 Springside Drive Akron, OH 44333

3
4
5
6
7
8
9
10

Total

3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from

registration or licensing.

AL, AK, AR, CA, CT, CO, FL, GA, HI, IL KS, KY, LA, ME, MD, MA, MI, MN, MS,
MO, NV, NH, NJ, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WA, WV, WI

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
UYA

Schedule G (Form 990 or 990-EZ) 2017

 Schedule G (Form 990 or 990-EZ) 2017

Part II

Great America Alliance

46-2767395

(a) Event #1

(b) Event #2

(c) Other events

Direct Expenses

Revenue

(event type)

1

Gross receipts

2
3

Less: Contributions
Gross income (line 1 minus
line 2)

4

Cash prizes

5

Noncash prizes

6

Rent/facility costs

7

Food and beverages

8

Entertainment

9

Other direct expenses

Direct Expenses

Revenue

Part III

9

(event type)

(total number)

0.
0.

Direct expense summary. Add lines 4 through 9 in column (d)
Net income summary. Subtract line 10 from line 3, column (d)
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more
than $15,000 on Form 990-EZ, line 6a.
(a) Bingo

(b) Pull tabs/instant
bingo/progressive bingo

(c)Other gaming

(d) Total gaming (add
col. (a) through col. (c))

1

Gross revenue

2

Cash prizes

3

Noncash prizes

4

Rent/facility costs

5

Other direct expenses

6

Volunteer labor

7

Direct expense summary. Add lines 2 through 5 in column (d)

0.

8

Net gaming income summary. Subtract line 7 from line 1, column (d)

0.

Yes
No

%

Yes
No

%

Yes
No

%

Enter the state(s) in which the organization conducts gaming activities:
a Is the organization licensed to conduct gaming activities in each of these states?
b If "No," explain:

10 a Were any of the organization's gaming licenses revoked, suspended, or terminated during the tax year?
b If "Yes," explain:

UYA

2

(d) Total events
(add col. (a) through
col. (c))

0

10
11

Page

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more
than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with
gross receipts greater than $5,000.

Yes

No

Yes

No

Schedule G (Form 990 or 990-EZ) 2017

 Schedule G (Form 990 or 990-EZ) 2017

Great America Alliance

46-2767395

Does the organization conduct gaming activities with nonmembers?
Is the organization a grantor, beneficiary or trustee of a trust, or a member of a partnership or other entity
formed to administer charitable gaming?
Indicate the percentage of gaming activity conducted in:
13
a The organization's facility
13a
b An outside facility
13b
Enter the name and address of the person who prepares the organization's gaming/special events books and
14
records:
11
12

Yes

3
No

Yes

No

Page

%
%

Name
Address
Does the organization have a contract with a third party from whom the organization receives gaming
revenue?
and the
b If "Yes," enter the amount of gaming revenue received by the organization $
amount of gaming revenue retained by the third party $
c If "Yes," enter name and address of the third party:

15a

Yes

No

Yes

No

Name
Address
16

Gaming manager information:
Name
Gaming manager compensation

$

Description of services provided
Director/officer

Employee

Independent contractor

Mandatory distributions:
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license?
b Enter the amount of distributions required under state law to be distributed to other exempt organizations or
$
spent in the organization's own exempt activities during the tax year

17
a

Part IV

UYA

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and
Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information.
See instructions

Schedule G (Form 990 or 990-EZ) 2017

 SCHEDULE J
(Form 990)
Department of the Treasury
Internal Revenue Service

Compensation Information

Name of the organization

Great America Alliance
Part I

OMB No. 1545-0047

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

2017

Open to Public
Inspection

Employer identification number

46-2767395

Questions Regarding Compensation
Yes

1a

b

2

If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment
or reimbursement or provision of all of the expenses described above? If "No," complete Part III to
explain

1b

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, and officers, including the CEO/Executive Director, regarding the items checked in line
1a?

2

3

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a
related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
Compensation committee
Written employment contract
Independent compensation consultant
Compensation survey or study
Form 990 of other organizations
X Approval by the board or compensation committee

4

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing
organization or a related organization:
Receive a severance payment or change-of-control payment?
Participate in, or receive payment from, a supplemental nonqualified retirement plan?
Participate in, or receive payment from, an equity-based compensation arrangement?
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

a
b
c

5
a
b

6
a
b

7
8

9

Only section 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
The organization?
Any related organization?
If "Yes" on line 5a or 5b, describe in Part III.
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
The organization?
Any related organization?
If "Yes" on line 6a or 6b, describe in Part III.
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described on lines 5 and 6? If "Yes," describe in Part III
Were any amounts reported on Form 990, Part VII, paid or accrued pursuant to a contract that was subject
to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in
Regulations section 53.4958-6(c)?

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
UYA

No

Check the appropriate box(es) if the organization 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.
First-class or charter travel
Housing allowance or residence for personal use
Travel for companions
Payments for business use of personal residence
Tax indemnification and gross-up payments
Health or social club dues or initiation fees
Discretionary spending account
Personal services (such as, maid, chauffeur, chef)

4a
4b
4c

X
X
X

5a
5b

X
X

6a
6b

X
X

7

X

8

X

9
Schedule J (Form 990) 2017

 Schedule J (Form 990) 2017

Part II

Great America Alliance

46-2767395

Page

2

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that aren't listed on Form 990, Part VII.
Note:
(B)

(A) Name and Title

Eric Beach
1 Executive

Director
Christina Needham

2 Director/Treasurer/Sec
3
4
5
6
7
8
9
10
11
12
13
14
15
16
UYA

Breakdown of W-2 and/or 1099-MISC compensation

(i) Base
compensation

(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)

(ii) Bonus & incentive
compensation

(iii) Other
reportable
compensation

0

0

0

0

0

0

(C) Retirement and
other deferred
compensation

0

0

(D) Nontaxable
benefits

0

0

(E) Total of columns
(B)(i)-(D)

0

0

(F) Compensation
in column (B) reported
as deferred on prior
Form 990

0
0

Schedule J (Form 990) 2017

 Schedule J (Form 990) 2017

Part III

Great America Alliance

46-2767395

Page 3

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part
for any additional information.

UYA

Schedule J (Form 990) 2017

 SCHEDULE L
Department of the Treasury
Internal Revenue Service

Transactions With Interested Persons

Name of the organization

1

46-2767395

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
(b) Relationship between disqualified person and
organization

(a) Name of disqualified person

(1)
(2)
(3)
(4)
(5)
(6)
2

(c) Description of transaction
Yes

Enter the amount of tax incurred by the organization managers or disqualified persons during the year
under section 4958.
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization

3

Part II

(b) Relationship
with organization

(c) Purpose of
loan

Loan to or
from the
organization?
To

Part III

No

$
$

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a or Form 990, Part IV, line 26; or if the
organization reported an amount on Form 990, Part X, line 5, 6, or 22.

(a) Name of interested person

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total

2017

Open To Public
Inspection

Employer identification number

Great America Alliance
Part I

OMB No. 1545-0047

Complete if the organization answered "Yes" on Form 990, Part IV, line 25a, 25b, 26, 27, 28a,
28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to
for instructions and the latest information.

(e) Original
principal amount

(f) Balance due

From

In default?

Yes

No

Approved (i) Written
by board or agreement?
committee?
Yes

No

Yes

No

$
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person

(b) Relationship between interested
person and the organization

(c) Amount of assistance

(d) Type of assistance

(e) Purpose of assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
UYA

Schedule L (Form 990 or 990-EZ) 2017

 Schedule L (Form 990 or 990-EZ) 2017

Part IV

Great America Alliance

46-2767395

Page

2

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person

(b) Relationship between
interested person and the
organization

(c) Amount of
transaction

(d) Description of transaction

Owner Frontline Strat.
(1) Eric Beach
955,382.Media buying and mgmt.
Apex Strategy Group
(2) Brent Lowder
123,435.Ad production & placement
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Part V Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Sharing of
organization's
revenues?
Yes

No

X
X

Part IV, Line 1
Eric Beach is a former director and was retained to provide management
services after he completed his term on the board.

UYA

Schedule L (Form 990 or 990-EZ) 2017

 SCHEDULE O
(Form 990 or 990-EZ)

Supplemental Information to Form 990 or 990-EZ

OMB No. 1545-0047

2017

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.

Department of the Treasury
Internal Revenue Service

Open to Public
Inspection

a

Attach to Form 990 or 990-EZ.
a Go to www.irs.gov/Form990 for the latest information.

Name of the organization

Employer identification number

Great America Alliance

46-2767395

Form 990, Part III, Line 2
Great America Alliance educated voters through direct and indirect political advocacy during 2017 and did conduct such program services
on the prior year's Form 990.

Form 990, Part VI, Section A, Line 8b
There are no such committees.

Form 990, Part VI, Section B, Line 11b
A copy of Form 990 is distributed to all Directors prior to filing.

Form 990, Part VI, Section B, Line 12c
All officers and directors are required to review annually the organization's conflict of interest policy and sign to acknowledge their
understanding and compliance.

Form 990, Part VI, Section B, Line 15
Board review and approval is required of the compensation terms.

Form 990, Part VI, Section C, Line 17
AL, AK, AR, CA, CT, FL, GA, HI, IL, KS, KY, MD, MA, MI, MN, MS, NH, NJ, NY, NC, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI

Form 990, Part VI, Section C, Line 19
Governing documents, financial statements, and summaries of operational policies are made available upon request at no charge.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) (2017)

 Schedule O (Form 990 or 990-EZ) (2017)

Page

Name of the organization

2

Employer identification number

Great America Alliance

46-2767395

Form 990, Part IX, Line 11g
DESCRIPTION

TOTAL FEES

PROGRAM

MANAGEMENT & GENERAL

FUNDRAISING

General Management Consultants

$743,057

$527,241

$196,188

$19,628

Communication Consultants

$469,805

$469,805

$0

$0

Issue Advocacy Consultants

$118,288

$94,630

$0

$23,658

Fundraising Consultants

$143,584

$0

$0

$143,584

TOTAL

$1,474,734

$1,091,676

$196,188

$186,870

Schedule O (Form 990 or 990-EZ) (2017)