Return of Organization Exempt From Income Tax 990 Form Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) À¾µº Do not enter Social Security numbers on this form as it may be made public. Open to Public I I Department of the Treasury Internal Revenue Service Information about Form 990 and its instructions is at www.irs.gov/form990. , 20 D Employer identification number C Name of organization Check if applicable: Inspection , 2016, and ending A For the 2016 calendar year, or tax year beginning B OMB No. 1545-0047 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. Address change Doing Business As Name change Number and street (or P.O. box if mail is not delivered to street address) 45-3732750 Initial return 2200 WILSON BLVD STE 102-533 Terminated City or town, state or province, country, and ZIP or foreign postal code Room/suite E Telephone number (571 ) 898-2958 G Gross receipts $ ARLINGTON, VA 22201-3324 148,248,503. H(a) Is this a group return for Yes X No ROBERT HEATON subordinates? 2200 WILSON BLVD STE 102-533 ARLINGTON, VA 22201-332 Yes No H(b) Are all subordinates included? If "No," attach a list. (see instructions) X 501(c) ( 6 ) Tax-exempt status: I (insert no.) 4947(a)(1) or 527 501(c)(3) WWW.FREEDOMPARTNERS.ORG J Website: H(c) Group exemption number DE K Form of organization: X Corporation Trust Association Other L Year of formation: 2011 M State of legal domicile: Summary Part I 1 Briefly describe the organization's mission or most significant activities: FREEDOM PARTNERS CHAMBER OF COMMERCE ADVANCES ITS MEMBERS' COMMON BUSINESS INTERESTS BY PROMOTING ECONOMIC FREEDOM AND IMPROVING BUSINESS CONDITIONS IN THE (SEE SCHEDULE O) Amended return Application pending F Name and address of principal officer: J Net Assets or Fund Balances Expenses Revenue Activities & Governance I 2 3 4 5 6 7a b Check this box I I I if the organization discontinued its operations or disposed of more than 25% of its net assets. mmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm Number of voting members of the governing body (Part VI, line 1a) Number of independent voting members of the governing body (Part VI, line 1b) Total number of individuals employed in calendar year 2016 (Part V, line 2a) Total number of volunteers (estimate if necessary) Total unrelated business revenue from Part VIII, column (C), line 12 Net unrelated business taxable income from Form 990-T, line 34 8 9 10 11 12 13 14 15 16 a b 17 18 19 Contributions and grants (Part VIII, line 1h) 20 21 22 Total assets (Part X, line 16) Program service revenue (Part VIII, line 2g) mmmmmmmmmmmmmm mmmmmmmmmmmmmm mmmmm Investment income (Part VIII, column (A), lines 3, 4, and 7d) 8. 5. 275. 0. 589,448. 22,512. 3 4 5 6 7a 7b Prior Year COPY FOR PUBLIC INSPECTION m m m m m mm mm mm mm mm mm mm mmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmmmm m m m m m m m m m m 0.m m m m m m m I mmmmmmmmmmmmmmmm m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12) 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) Professional fundraising fees (Part IX, column (A), line 11e) Current Year 1,102,833. 137,972,944. 224,806. 44,368. 139,344,951. 65,472,000. 0. 15,791,613. 0. 1,197,990. 144,622,126. 224,153. 707,822. 146,752,091. 77,566,000. 0. 24,553,613. 0. 17,262,580. 98,526,193. 40,818,758. 23,479,280. 125,598,893. 21,153,198. Total fundraising expenses (Part IX, column (D), line 25) Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e) Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) Revenue less expenses. Subtract line 18 from line 12 Total liabilities (Part X, line 26) Net assets or fund balances. Subtract line 21 from line 20 Part II Beginning of Current Year End of Year 50,797,959. 8,377,775. 42,420,184. 48,197,404. 7,562,806. 40,634,598. Signature Block Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my 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 knowledge. M M Sign Here Signature of officer Date Type or print name and title Print/Type preparer's name Paid MICHAEL Preparer Firm's name Use Only Firm's address Preparer's signature J ENGLE BKD, LLP I I Date Check if self-employed P00482834 44-0160260 816 221-6300 X Yes No Form 990 (2016) I mmmmmmmmmmmmmmmmmmmmmmmmm Firm's EIN 1201 WALNUT, SUITE 1700 KANSAS CITY, MO 64106-2246 May the IRS discuss this return with the preparer shown above? (see instructions) PTIN For Paperwork Reduction Act Notice, see the separate instructions. Phone no. JSA 6E1065 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Form 990 (2016) Page Part III 1 Statement of Program Service Accomplishments Check if Schedule O contains a response or note to any line in this Part III Briefly describe the organization's mission: mmmmmmmmmmmmmmmmmmmmmmmm 2 X FREEDOM PARTNERS CHAMBER OF COMMERCE ADVANCES ITS MEMBERS' COMMON BUSINESS INTERESTS BY PROMOTING ECONOMIC FREEDOM AND IMPROVING BUSINESS CONDITIONS IN THE UNITED STATES, THEREBY INCREASING OPPORTUNITY, INNOVATION, (SEE SCHEDULE O) 2 3 4 Did the organization undertake any significant program services during the year which were not listed on the X No prior Form 990 or 990-EZ? Yes If "Yes," describe these new services on Schedule O. Did the organization cease conducting, or make significant changes in how it conducts, any program X No services? Yes If "Yes," describe these changes on Schedule O. 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. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 4a (Code: ) (Expenses $ including grants of $ ) (Revenue $ ) SUPPORTED BROAD-BASED COALITIONS TO ADVANCE FREE MARKETS AND A FREE SOCIETY. 4b (Code: ) (Expenses $ including grants of $ ) (Revenue $ ) EDUCATED THE PUBLIC AND CONDUCTED PUBLIC COMMUNICATIONS TO INCREASE THE LEVEL OF PUBLIC DEBATE ABOUT KEY ISSUES AFFECTING AMERICAN BUSINESS, ECONOMIC INNOVATION, COMPETITIVENESS, AND THE ROLE OF GOVERNMENT IN A FREE SOCIETY. 4c (Code: ) (Expenses $ including grants of $ ) (Revenue $ ) CONDUCTED RESEARCH AND POLLING ON VARIOUS POLICIES AND PROPOSALS AFFECTING THE COMMON BUSINESS INTERESTS OF ITS MEMBERS TO EFFECTIVELY PRESENT THE AMERICAN PUBLIC AND POLICY MAKERS WITH REASONED ALTERNATIVES AND POSITIVE POLICY SUGGESTIONS THAT WILL PROMOTE INNOVATION AND IMPROVE BUSINESS CONDITIONS FOR ITS MEMBERS. 4d Other program services (Describe in Schedule O.) (Expenses $ including grants of $ 4e Total program service expenses JSA 6E1020 1.000 I 9088FA K922 11/14/2017 5:25:16 PM ) (Revenue $ ) Form V 16-7.6F 120-0096939-0077672 990 (2016) FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Form 990 (2016) Part IV Page 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 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? 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 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 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, Part III 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 investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I 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 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a 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 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 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. Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI 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 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 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 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm 2 3 4 5 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 6 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 7 8 9 mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmm 10 11 a b c d 3 Checklist of Required Schedules mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmm mmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m mmmmmmmmmmm mmmmmmmmmmmmm e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part 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 No X 1 2 X 3 X 4 5 X 6 X 7 X 8 X 9 X 10 X 11a X 11b X 11c X 11d 11e X X 11f X 12a X 12b 13 14a X X X 14b X 15 X 16 X 17 X 18 X 12 a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI and XII b Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E 14 a Did the organization maintain an office, employees, or agents outside of the United 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, Parts I and IV 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 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 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) 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 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 mmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmm mmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 19 Form JSA 6E1021 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 X 990 (2016) FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Form 990 (2016) Part IV 20 a b 21 22 23 Page mmmmmmmmmmmmm mmmmmm mmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? 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 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 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 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 Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 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 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 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 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 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 current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV 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 Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II 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 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 Did the organization have a controlled entity within the meaning of section 512(b)(13)? 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 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 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 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. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 24 a b c d 25 a b mmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmm mmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 26 27 28 a b c 29 30 31 32 33 34 35 a b 36 37 Yes X X 22 23 X X 24a 24b 24c 24d 25a 25b 26 X mmmmmmmmmmmmmmm 27 X 28a X 28b X mmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmm mmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmm mmmmm mmmmmmmmmmmmmmmmmmmmmmmmmm 28c 29 JSA 6E1030 1.000 V 16-7.6F 120-0096939-0077672 X X 30 X 31 X 32 X 33 X 34 35a X X 35b X 36 37 38 Form 9088FA K922 11/14/2017 5:25:16 PM X 20a 20b 21 No mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 38 4 Checklist of Required Schedules (continued) X X 990 (2016) FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Form 990 (2016) Part V Page mmmmmmmmmmmmmmmmmmmmm 115 mmmmmmmmmm 0. mmmmmmmmm X mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 275 mm X mmmmmmm X mmmmmmmmmm X mmmmmmmm Yes 1a 1 a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable 1b b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? 2 a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax 2a Statements, filed for the calendar year ending with or within the year covered by this return 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) 3 a Did the organization have unrelated business gross income of $1,000 or more during the year? b If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation in Schedule O 4 a 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 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I mmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm account)? b If “Yes,” enter the name of the foreign country: 5a b c 6a b 7 a b c See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? If "Yes" to line 5a or 5b, did the organization file Form 8886-T? 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? If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? Organizations that may receive deductible contributions under section 170(c). 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? If "Yes," did the organization notify the donor of the value of the goods or services provided? Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? 7d If "Yes," indicate the number of Forms 8282 filed during the year Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmm mmmmm d e f g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? 8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? 9 Sponsoring organizations maintaining donor advised funds. a Did the sponsoring organization make any taxable distributions under section 4966? b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? 10 Section 501(c)(7) organizations. Enter: 10a a Initiation fees and capital contributions included on Part VIII, line 12 10b b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities mmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmmm mmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmm mmmmmmmmmmmmmmmmmm 11 Section 501(c)(12) organizations. Enter: 11a a Gross income from members or shareholders b Gross income from other sources (Do not net amounts due or paid to other sources 11b against amounts due or received from them.) 12 a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 12b b If "Yes," enter the amount of tax-exempt interest received or accrued during the year 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? Note. See the instructions for additional information the organization must report on Schedule O. b Enter the amount of reserves the organization is required to maintain by the states in which 13b the organization is licensed to issue qualified health plans 13c c Enter the amount of reserves on hand mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m mm mm mm mm mm mm 14 a Did the organization receive any payments for indoor tanning services during the tax year? b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O JSA 6E1040 1.000 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 9088FA K922 11/14/2017 5:25:16 PM 1c 2b 3a 3b 4a X 5a 5b 5c X X 6a X 6b X 7a 7b 7c 7e 7f 7g 7h 8 9a 9b 12a 13a 120-0096939-0077672 X 14a 14b Form V 16-7.6F No 990 (2016) FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Page 6 Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" Form 990 (2016) Part VI mmmmmmmmmmmmmmmmmmmmmmmm response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions. Check if Schedule O contains a response or note to any line in this Part VI X Section A. Governing Body and Management 1a Enter the number of voting members of the governing body at the end of the tax year mmmmm Yes 1a No 8 If there are material differences in voting rights among members of the governing body, or if the governing mmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mm mmmmmm mmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm body delegated broad authority to an executive committee or similar committee, explain in Schedule O. 5 1b 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 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? 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? 5 Did the organization become aware during the year of a significant diversion of the organization's assets? 6 Did the organization have members or stockholders? 7a 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: a The governing body? b Each committee with authority to act on behalf of the governing 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 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmm 2 X X X X 3 4 5 6 X 7a X 7b X 8a 8b X X X 9 Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) mmmmmmmmmmmmmmmmmmmmmmmmmm mmm m mmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm 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," describe in Schedule O how this was done 13 Did the organization have a written whistleblower policy? 14 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 approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization's CEO, Executive Director, or top management official b Other officers or key employees of the organization 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 with a taxable entity during the year? 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 organization's exempt status with respect to such arrangements? mmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Section C. Disclosure mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmm I Yes X 10a 10b 11a X 12a X 12b X 12c 13 14 X X X 15a 15b X X 16a No X 16b 17 18 List the states with which a copy of this Form 990 is required to be filed 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. X Own website X Upon request Another's website Other (explain in Schedule O) 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. State the name, address, and telephone number of the person who possesses the organization's books and records: 20 DAVID LANGHAIM 2200 WILSON BLVD STE 102-533 ARLINGTON, VA 22201-3324 571-858-2958 JSA 6E1042 1.000 9088FA K922 11/14/2017 5:25:16 PM I Form V 16-7.6F 120-0096939-0077672 990 (2016) FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Page 7 Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule O contains a response or note to any line in this Part VII Form 990 (2016) Part VII mmmmmmmmmmmmmmmmmmmmmm 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 definition 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 Position (B) X Former X Highest compensated employee 50.00 5.00 1.00 0. 1.00 0. 1.00 0. 30.00 1.00 1.00 0. 1.00 0. 1.00 0. 50.00 1.00 1.00 0. 50.00 5.00 50.00 5.00 50.00 5.00 5.00 0. Key employee PRESIDENT (2) KELLY BULLOCH DIRECTOR (3) KEVIN GENTRY DIRECTOR (4) DALE GIBBENS DIRECTOR (5) MARK HOLDEN CHAIRMAN (6) NESTOR WEIGAND, JR. DIRECTOR (7) BRIAN HOOKS DIRECTOR (8) RANDY LAIR DIRECTOR (9) EMILY SEIDEL DIRECTOR & EXECUTIVE VP (10) WAYNE GABLE DIRECTOR (11) JOSH FISHER VP-FINANCIAL PLANNING/ANALYSIS (12) ROBERT HEATON CFO/TREASURER (13) JULIE STRAUSS SECRETARY (14) DUSTIN PERRY TREASURER Officer (1) MARC SHORT Institutional trustee Individual trustee or director (do not check more than one Average box, unless person is both an hours per week (list any officer and a director/trustee) hours for related organizations below dotted line) (D) (E) Reportable Reportable compensation compensation from from related the organizations organization (W-2/1099-MISC) (W-2/1099-MISC) (F) Estimated amount of other compensation from the organization and related organizations 72,917. 0. 5,847. X 62,500. 0. 0. X 0. 0. 0. X 0. 0. 0. X 0. 0. 0. X 0. 0. 0. X 0. 0. 0. X 50,004. 0. 0. X 404,784. 0. 37,061. X 0. 0. 0. X 224,264. 0. 7,632. X 245,094. 0. 16,658. X 352,606. 0. 31,337. X 0. 0. Form JSA 6E1041 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 0. 990 (2016) FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Form 990 (2016) Part VII Page 8 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) Name and title (B) (C) Average Position (do not check more than one box, unless person is both an officer and a director/trustee) hours per week (list any hours for Former 50.00 0. 50.00 0. 50.00 0. 50.00 0. 50.00 0. Highest compensated employee Key employee ( 15) NICHOLAS DUNN VP OF DEVELOPMENT ( 16) JAMES DAVIS SR VP COMMUNICATIONS ( 17) MICHAEL LANZARA VP MEMBER RELATIONS ( 18) PAUL MORRELL VP COMMUNICATIONS ( 19) RICHARD RIBBENTROP SR VP POLICY Officer line) Institutional trustee below dotted Individual trustee or director related organizations (D) (E) Reportable Reportable compensation compensation from from related the organizations organization (W-2/1099-MISC) (W-2/1099-MISC) (F) Estimated amount of other compensation from the organization and related organizations X 278,087. 0. 28,725. X 485,499. 0. 35,257. X 745,546. 0. 37,647. X 325,351. 0. 14,097. X 266,764. 0. 20,604. 0. 0. 0. 98,535. 136,330. 234,865. m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm I m m m m m m m m m m m m m m m m m m m m m m m m m m m m II I 1b c d 2 1,412,169. Sub-total 2,101,247. Total from continuation sheets to Part VII, Section A 3,513,416. Total (add lines 1b and 1c) Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 48 3 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 mmmmmmmmmmmmmmmmmmmmmmmmmm 3 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 4 Yes No 4 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmm X X 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 5 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. 5 (A) Name and business address (B) Description of services X (C) Compensation ATTACHMENT 1 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization 26 I JSA 6E1055 2.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F Form 120-0096939-0077672 990 (2016) FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. Statement of Revenue Form 990 (2016) Part VIII Check if Schedule O contains a response or note to any line in this Part VIII Contributions, Gifts, Grants Program Service Revenue and Other Similar Amounts (A) Total revenue mmmmmmmm mmmmmmmmmm mmmmmmmmm mmmmmmmm mm m mmmmmmmmmmmmmmmmmmI Federated campaigns 1a b Membership dues 1b c Fundraising events 1c d Related organizations 1d e Government grants (contributions) 1e f All other contributions, gifts, grants, 1a g h 9 mmmmmmmmmmmmmmmmmmmmmmmm (B) Related or exempt function revenue (C) Unrelated business revenue (D) Revenue excluded from tax under sections 512-514 44,989. Noncash contributions included in lines 1a-1f: $ 1,197,990. Total. Add lines 1a-1f Business Code 2a MEMBERSHIP DUES 900099 144,622,126. 144,622,126. b c d m m m m m m mm mm mm mm mm m m m m m m m I mmmmmmmmmmmmmmmmI m m m m m m m m m m m m m m m m m m m m m m m mm II mmmmmmmm mmm m mm m m m m m m m m m m m m m m m I e f g All other program service revenue Total. Add lines 2a-2f Investment 3 income (including dividends, 144,622,126. interest, 6,114. and other similar amounts) 4 5 142,034. b Less: rental expenses 229,316. c d Rental income or (loss) Net rental income or (loss) Gross amount from sales of -87,282. 7a (i) Securities assets other than inventory b 8a -87,282. -87,282. 218,039. 218,039. (ii) Other 1,364,753. 120,381. mmmm m m mm mm mm mm mm m m m m m m m m m m m m m m m Less: cost or other basis 1,267,096. and sales expenses c d 0. (ii) Personal Gross rents 6a 6,114. 0. Income from investment of tax-exempt bond proceeds Royalties (i) Real Other Revenue Page 1,197,990. 1f and similar amounts not included above 45-3732750 97,657. Gain or (loss) Net gain or (loss) 120,381. I Gross income from fundraising events (not including $ mmmmmmmmmmm mmmmmmmmmm mmmmmmm I mmmmmmmmmmm mmmmmmmmmm mmmmmmm I mmmmmmmmm mmmmmmmmmmmmmmmmm I of contributions reported on line 1c). a 0. b Less: direct expenses Net income or (loss) from fundraising events 0. See Part IV, line 18 b c 9a b c 10a b c Gross income from gaming activities. See Part IV, line 19 a 0. b Less: direct expenses Net income or (loss) from gaming activities 0. Gross sales of inventory, returns and allowances 0. less Less: cost of goods sold Net income or (loss) from sales of inventory Miscellaneous Revenue 0. a 0. b 0. 0. Business Code FEE INCOME 900099 298,770. b SEMINARS 900099 29,012. c SERVICES & BENEFITS 900099 303,178. d All other revenue 900099 164,144. 11a e 12 JSA 6E1051 1.000 mmmmmmmmmmmmm m m m mm mm mm mm mm mm mm mm mm mm mm mm mm I I Total. Add lines 11a-11d Total revenue. See instructions. 9088FA K922 11/14/2017 5:25:16 PM 286,270. 12,500. 29,012. 303,178. 164,144. 795,104. 146,752,091. V 16-7.6F 144,622,126. 589,448. 342,527. Form 120-0096939-0077672 990 (2016) FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. Part IX Statement of Functional Expenses Form 990 (2016) 45-3732750 Page 10 Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule O contains a response or note to any line in this Part IX mmmmmmmmmmmmmmmmmmmmmmmm Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII. mmmm mmmmmmmmm (A) Total expenses (B) Program service expenses (C) Management and general expenses (D) Fundraising expenses 1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 2 Grants and other assistance individuals. See Part IV, line 22 to 77,566,000. domestic 0. 3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 mmmmm mmmmmmmmm mmmmmmmmmm 0. 0. 4 Benefits paid to or for members 5 Compensation of current officers, directors, trustees, and key employees 1,510,704. 6 Compensation not included above, to disqualified mmmmmm mmmmmmmmmmmm 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) mmmmmmmmmmmm mmmmmmmmmmmmmmmmmm m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm m mmmmmmmmm mmmmmm m m m m m mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmm 9 Other employee benefits 10 Payroll taxes 0. 19,579,638. 558,607. 1,528,519. 1,376,145. Fees for services (non-employees): a Management 11 b Legal 0. 128,158. 131,605. 0. 0. 0. c Accounting d Lobbying e Professional fundraising services. See Part IV, line 17 f Investment management fees 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 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 mmmm mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmm mmmm mmmmmmmmmmmmmmmmmmm expenses. Itemize expenses not 5,099,604. 30,180. 998,772. 822,459. 0. 4,912,534. 1,760,263. 0. 4,609,338. 0. 0. 2,044,881. 182,396. covered above (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 LICENSE FEES COSTS c EQUIPMENT RENTAL/MAINTENANCE d REGISTRATION/PROCESSING FEES b HEALTHCARE e All other expenses 25 Total functional expenses. Add lines 1 through 24e 26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720) 1,783,535. 526,000. 70,703. 158,548. 220,304. 125,598,893. m Im m m m m m 0. JSA 6E1052 1.000 9088FA K922 11/14/2017 5:25:16 PM Form V 16-7.6F 120-0096939-0077672 990 (2016) FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Form 990 (2016) Net Assets or Fund Balances Liabilities Assets Part X Page Balance Sheet Check if Schedule O contains a response or note to any line in this Part X mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm 1 2 3 4 5 Cash - non-interest-bearing Savings and temporary cash investments Pledges and grants receivable, net Accounts receivable, net Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L 6 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 employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions). Complete Part II of Schedule L mmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm Notes and loans receivable, net Inventories for sale or use Prepaid expenses and deferred charges Land, buildings, and equipment: cost or 6,867,967. 10a other basis. Complete Part VI of Schedule D 3,062,196. 10b b Less: accumulated depreciation 11 Investments - publicly traded securities 12 Investments - other securities. See Part IV, line 11 13 Investments - program-related. See Part IV, line 11 14 Intangible assets 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 18 Grants payable 19 Deferred revenue 20 Tax-exempt bond liabilities 21 Escrow or custodial account liability. Complete Part IV of Schedule D 22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L 23 Secured mortgages and notes payable to unrelated third parties 24 Unsecured notes and loans payable to unrelated third parties 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D Total liabilities. Add lines 17 through 25 26 X and Organizations that follow SFAS 117 (ASC 958), check here complete lines 27 through 29, and lines 33 and 34. 7 8 9 10 a 27 28 29 mmmmmmmmmmmmmmmmmmmmm (A) Beginning of year (B) End of year 15,397,721. 898,735. 0. 2,571,372. 1 2 3 4 16,742,777. 678,943. 0. 926,621. 0. 5 0. 0. 0. 0. 3,525,870. 6 7 8 9 0. 0. 0. 1,279,589. mmmmmmmmmm mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmm mmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmm 4,902,175. 10c 0. 11 23,294,301. 12 0. 13 0. 14 207,785. 15 50,797,959. 16 8,377,775. 17 0. 18 0. 19 0. 20 0. 21 3,805,771. 19,838. 24,714,962. 0. 0. 28,903. 48,197,404. 7,562,806. 0. 0. 0. 0. mmmmmmmmmmmmmm mmmmmmm mmmmmmmmm 0. 22 0. 23 0. 24 0. 0. 0. 0. 25 8,377,775. 26 0. 7,562,806. 42,420,184. 27 0. 28 0. 29 40,634,598. 0. 0. m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm I mmmmmmmmmmmmmmmmmmmmmmmmmmmmm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm I mmmmmmmmmmmmmmmm mmmmmmmm mmmm m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm Unrestricted net assets Temporarily restricted net assets Permanently restricted net assets Organizations that do not follow SFAS 117 (ASC 958), check here complete lines 30 through 34. 30 31 32 33 34 11 Capital stock or trust principal, or current funds Paid-in or capital surplus, or land, building, or equipment fund Retained earnings, endowment, accumulated income, or other funds Total net assets or fund balances Total liabilities and net assets/fund balances and 30 31 32 42,420,184. 33 50,797,959. 34 JSA 6E1053 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 40,634,598. 48,197,404. Form 990 (2016) FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Form 990 (2016) Part XI 1 2 3 4 5 6 7 8 9 10 Page m m m m m m m m m m m m m 146,752,091. mmmmmmm X mmmmmmmmmmmmmmmmmmmmmmm 125,598,893. mmmmmmmmmmmmmmmmmmmmmmm 21,153,198. mmmmmmmmmmmmmmmmmmmmmmmmmm 42,420,184. mmmmm -147. mmmmmmmmmmmmmmmmmmmmmmmmmmmmm -14,244,289. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 0. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm -57,685. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm -8,636,663. mmmmmmmmmmmmmmmm 40,634,598. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Financial Statements and Reporting Check if Schedule O contains a response or note to any line in this Part XII m m m m m m m m m m m m m m m m m m m Total revenue (must equal Part VIII, column (A), line 12) Total expenses (must equal Part IX, column (A), line 25) Revenue less expenses. Subtract line 2 from line 1 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) Net unrealized gains (losses) on investments Donated services and use of facilities Investment expenses Prior period adjustments Other changes in net assets or fund balances (explain in Schedule O) Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B)) Part XII 1 2 3 4 5 6 7 8 9 10 Yes 1 12 Reconciliation of Net Assets Check if Schedule O contains a response or note to any line in this Part XI No X Accrual Accounting method used to prepare the Form 990: Cash Other If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O. mmmmmmm 2a X mmmmmmmmmmmmmm 2b X 2 a Were the organization's financial statements compiled or reviewed by an independent accountant? 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? 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? 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. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 2c 3a 3b Form JSA 6E1054 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 X 990 (2016) Schedule B (Form 990, 990-EZ, or 990-PF) Department of the Treasury Internal Revenue Service OMB No. 1545-0047 Schedule of Contributors I I Attach to Form 990, Form 990-EZ, or Form 990-PF. Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990. Name of the organization À¾µº Employer identification number FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Organization type (check one): Filers of: Section: Form 990 or 990-EZ X 501(c)( 6 ) (enter number) organization 4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990-PF 501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation Check if your organization is covered by the General Rule or a Special Rule. Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule X For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions. Special Rules For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3 % support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions $ totaling $5,000 or more during the year mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF). For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2016) JSA 6E1251 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Name of organization FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. Employer identification number 45-3732750 Part I (a) No. Contributors (See instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 1 $ 90,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 2 $ 85,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 3 $ 75,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 4 $ 75,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 5 $ 75,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 6 $ 75,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) Schedule B (Form 990, 990-EZ, or 990-PF) (2016) JSA 6E1253 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Name of organization FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. Employer identification number 45-3732750 Part I (a) No. Contributors (See instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 7 $ 50,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 8 $ 50,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 9 $ 50,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 10 $ 50,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 11 $ 50,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 12 $ 50,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) Schedule B (Form 990, 990-EZ, or 990-PF) (2016) JSA 6E1253 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Name of organization FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. Employer identification number 45-3732750 Part I (a) No. Contributors (See instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 13 $ 45,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 14 $ 40,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 15 $ 25,037. (d) Type of contribution Person Payroll Noncash X X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 16 $ 25,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 17 $ 25,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 18 $ 25,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) Schedule B (Form 990, 990-EZ, or 990-PF) (2016) JSA 6E1253 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Name of organization FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. Employer identification number 45-3732750 Part I (a) No. Contributors (See instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 19 $ 25,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 20 $ 25,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 21 $ 25,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 22 $ 20,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 23 $ 19,952. (d) Type of contribution Person Payroll Noncash X X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 24 $ 15,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) Schedule B (Form 990, 990-EZ, or 990-PF) (2016) JSA 6E1253 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Name of organization FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. Employer identification number 45-3732750 Part I (a) No. Contributors (See instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 25 $ 12,500. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 26 $ 12,500. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 27 $ 12,500. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 28 $ 10,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 29 $ 10,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 30 $ 10,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) Schedule B (Form 990, 990-EZ, or 990-PF) (2016) JSA 6E1253 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Name of organization FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. Employer identification number 45-3732750 Part I (a) No. Contributors (See instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 31 $ 10,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 32 $ 10,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 33 $ 10,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 34 $ 5,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 35 $ 5,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions $ (d) Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions.) Schedule B (Form 990, 990-EZ, or 990-PF) (2016) JSA 6E1253 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Name of organization Page FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 3 Employer identification number 45-3732750 Part II (a) No. from Part I Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed. (c) FMV (or estimate) (b) Description of noncash property given (d) Date received (See instructions) SECURITIES 15 $ (a) No. from Part I 25,037. 08/15/2016 (c) FMV (or estimate) (b) Description of noncash property given (d) Date received (See instructions) SECURITIES 23 $ (a) No. from Part I 19,952. 12/28/2016 (c) FMV (or estimate) (b) Description of noncash property given (See instructions) (d) Date received $ (a) No. from Part I (c) FMV (or estimate) (b) Description of noncash property given (See instructions) (d) Date received $ (a) No. from Part I (c) FMV (or estimate) (b) Description of noncash property given (See instructions) (d) Date received $ (a) No. from Part I (c) FMV (or estimate) (b) Description of noncash property given (See instructions) (d) Date received $ Schedule B (Form 990, 990-EZ, or 990-PF) (2016) JSA 6E1254 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Name of organization Part III Page FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 4 Employer identification number 45-3732750 Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed. I (a) No. from Part I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + 4 (a) No. from Part I (b) Purpose of gift Relationship of transferor to transferee (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + 4 (a) No. from Part I (b) Purpose of gift Relationship of transferor to transferee (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + 4 (a) No. from Part I (b) Purpose of gift Relationship of transferor to transferee (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + 4 Schedule B (Form 990, 990-EZ, or 990-PF) (2016) JSA 6E1255 1.000 9088FA K922 11/14/2017 5:25:16 PM Relationship of transferor to transferee V 16-7.6F 120-0096939-0077672 SCHEDULE C Political Campaign and Lobbying Activities OMB No. 1545-0047 (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service % % % % % % II À¾µº For Organizations Exempt From Income Tax Under section 501(c) and section 527 I Complete if the organization is described below. Attach to Form 990 or Form 990-EZ. Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990. Open to Public Inspection 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 Part 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 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Complete if the organization is exempt under section 501(c) or is a section 527 organization. Part I-A Provide a description of the organization's direct and indirect political campaign activities in Part IV. (see instructions for definition of "political campaign activities") 1,638,975. Political campaign activity expenditures (see instructions) $ Volunteer hours for political campaign activities (see instructions) 1 2 3 Part I-B 1 2 3 4a b m m m m m m m m m m m m m m m m m m m m mI mmmmmmmmmmmmmmmmmm Complete if the organization is exempt under section 501(c)(3). mmmmmm I mm m m m m m m m m Im m m m m m m m mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 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 4955 If the organization incurred a section 4955 tax, did it file Form 4720 for this year? Was a correction made? If "Yes," describe in Part IV. Part I-C $ $ Yes No Yes No Complete if the organization is exempt under section 501(c), except section 501(c)(3). mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I mmmmmmmmmmmmmmmmmmmmmmmmmmmm 1 Enter the amount directly expended by the filing organization for section 527 exempt function activities $ 1,615,085. 2 Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities $ 23,890. 3 Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, 1,638,975. line 17b $ X Yes Did the filing organization file Form 1120-POL for this year? No 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. 4 5 (a) Name (1) FREEDOM PARTNERS ACTION FUND, INC. (b) Address (c) EIN 2300 WILSON BLVD. ARLINGTON, VA 22201 47-1065433 (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-. 23,890. 0. (2) (3) (4) (5) (6) For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule C (Form 990 or 990-EZ) 2016 JSA 6E1264 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 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. Schedule C (Form 990 or 990-EZ) 2016 Part II-A I Check I A Check B 1a b c d e f Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.) mmmmm m m m m m m m m m m m m m m m m mm mm mm mm mm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmm (a) Filing organization's totals (b) Affiliated group totals Total lobbying expenditures to influence public opinion (grass roots lobbying) Total lobbying expenditures to influence a legislative body (direct lobbying) Total lobbying expenditures (add lines 1a and 1b) Other exempt purpose expenditures Total exempt purpose expenditures (add lines 1c and 1d) Lobbying nontaxable amount. Enter the amount from the following table in both columns. If the amount on line 1e, column (a) or (b) is: The lobbying nontaxable amount is: g h i j Not over $500,000 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. mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Grassroots nontaxable amount (enter 25% of line 1f) Subtract line 1g from line 1a. If zero or less, enter -0Subtract line 1f from line 1c. If zero or less, enter -0If 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 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.) No Lobbying Expenditures During 4-Year Averaging Period Calendar year (or fiscal year beginning in) (a) 2013 (b) 2014 (c) 2015 (d) 2016 (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 Schedule C (Form 990 or 990-EZ) 2016 JSA 6E1265 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Page Schedule C (Form 990 or 990-EZ) 2016 Part II-B For each "Yes," response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity. 1 a b c d e f g h i j 2a b c d (a) 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: Volunteers? Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? Media advertisements? Mailings to members, legislators, or the public? Publications, or published or broadcast statements? Grants to other organizations 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? Other activities? Total. Add lines 1c through 1i Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? If "Yes," enter the amount of any tax incurred under section 4912 If "Yes," enter the amount of any tax incurred by organization managers under section 4912 If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm mmmmmmmmmmmmmmmmmmmmmmmmmmm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmm mmmm m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmm mmmmmmmmmmmmmmmmm m m m mm mm Part III-A Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6). mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm Were substantially all (90% or more) dues received nondeductible by members? Did the organization make only in-house lobbying expenditures of $2,000 or less? Did the organization agree to carry over lobbying and political campaign activity expenditures from the prior year? 1 2 3 3 Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)). Yes 1 2 3 No X X X Part III-B 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." 144,622,126. 1 Dues, assessments and similar amounts from members mmmmmmmmmmmmmmmmmmmmmmmmmmmm 1 2 a b c 3 4 5 Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for w hich the section 527(f) tax was paid). Current year Carryover from last year Total Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible 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 estimate of nondeductible lobbying and political expenditure next year? Taxable amount of lobbying and political expenditures (see instructions) mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmm m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm Part IV 2a 2b 2c 3 4 5 3,066,100. 3,066,100. 26,772,964. 0. 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. SCHEDULE C, PART I-A, LINE 1 FREEDOM PARTNERS PROVIDED ADMINISTRATIVE SUPPORT FOR AN INDEPENDENT POLITICAL ACTION COMMITTEE. FREEDOM PARTNERS ALSO GAVE GRANTS TO ORGANIZATIONS THAT WERE TAX EXEMPT UNDER 501(C)(4) WHICH USED A PORTION OF THOSE GRANTS FOR POLITICAL ACTIVITES. Schedule C (Form 990 or 990-EZ) 2016 JSA 6E1266 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Schedule C (Form 990 or 990-EZ) 2016 Part IV Page 4 Supplemental Information (continued) Schedule C (Form 990 or 990-EZ) 2016 JSA 6E1500 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 SCHEDULE D (Form 990) Department of the Treasury Internal Revenue Service Name of the organization OMB No. 1545-0047 Supplemental Financial Statements I I Complete if the organization answered "Yes" on Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. À¾µº Attach to Form 990. Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990. Open to Public Inspection I Employer identification number FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Part I Complete if the organization answered "Yes" on Form 990, Part IV, line 6. (a) Donor advised funds mmmmmmmmmmm mm mmmmmmmmmm (b) Funds and other accounts Total number at end of year Aggregate value of contributions to (during year) Aggregate value of grants from (during year) Aggregate value at end of year Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control? Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? 1 2 3 4 5 6 Part II 1 2 a b c d 3 mmmmmmmmmmm Yes No mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Yes No Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7. Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (e.g., recreation or education) Preservation of a historically important land area Protection of natural habitat 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 form of a conservation Held at the End of the Tax Year easement on the last day of the tax year. 2a Total number of conservation easements 2b Total acreage restricted by conservation easements 2c Number of conservation easements on a certified historic structure included in (a) Number o f conservation easements included in (c) acquired af ter 8 /17/06, and not on a 2d historic structure listed in the National Register Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year Number of states where property subject to conservation easement is located Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? Yes No mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmm mmmmm mmmmmmmmmmmmmmmmmmmmmmmm I 4 5 I mmmmmmmmmmmmmmmmmmmmmm 6 Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year 7 Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? Yes In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes the organization's accounting for conservation easements. I I 9 $ Part III 1a b 2 a b mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm No Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" on Form 990, Part IV, line 8. If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items. If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: (i) Revenue included in Form 990, Part VIII, line 1 $ (ii) Assets included in Form 990, Part X $ If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items: Revenue included in Form 990, Part VIII, line 1 $ Assets included in Form 990, Part X $ mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m II m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm II For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2016 JSA 6E1268 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Schedule D (Form 990) 2016 Part III Page 2 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply): a Public exhibition d Loan or exchange programs b Scholarly research e Other c Preservation for future generations 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII. 5 During 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 maintained as part of the organization's collection? Yes No 3 mmmmmm Part IV Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 1 a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount c Beginning balance 1c d Additions during the year 1d e Distributions during the year 1e f Ending balance 1f 2 a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? b If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided on Part XIII mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Yes No Yes No mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Part V mmmmmmmmmm Endowment Funds. Complete if the organization answered “Yes” on Form 990, Part IV, line 10. (a) Current year mmmm mmmmmmmmmmm mmmmmmmmmmmmm mmmmmm mmmmmmmmmmm mmmmm mmmmmmmm (b) Prior year (c) Two years back (d) Three years back 1 a Beginning of year balance b Contributions c Net investment earnings, gains, and losses d Grants or scholarships e Other expenditures for facilities and programs f Administrative expenses g End of year balance 2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: a Board designated or quasi-endowment % b Permanent endowment % c Temporarily restricted endowment % The percentages on lines 2a, 2b, and 2c should equal 100%. 3 a Are there endowment funds not in the possession of the organization that are held and administered for the organization by: (i) unrelated organizations (ii) related organizations b If "Yes" on line 3a(ii), are the related organizations listed as required on Schedule R? 4 Describe in Part XIII the intended uses of the organization's endowment funds. I I I mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmm Part VI Yes No 3a(i) 3a(ii) 3b Land, Buildings, and Equipment. Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10. Description of property mmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmm (a) Cost or other basis (b) Cost or other basis (c) Accumulated (investment) (other) depreciation (d) Book value Land Buildings 2,237,457. 1,101,246. Leasehold improvements 4,630,510. 1,960,950. Equipment Other Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10c.) 1a b c d e (e) Four years back m m m m m m mI 1,136,211. 2,669,560. 3,805,771. Schedule D (Form 990) 2016 JSA 6E1269 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Schedule D (Form 990) 2016 Part VII Page (a) Description of security or category (including name of security) (b) Book value mmmmmmmmmmmmmmmmm mmmmmmmmmmmmm (1) Financial derivatives (2) Closely-held equity interests (3) Other (A) INVESTMENT IN SUBSIDIARY (B) (C) (D) (E) (F) (G) (H) 24,714,962. FMV I (a) Description of investment (1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col. (B) line 13.) Part IX (c) Method of valuation: Cost or end-of-year market value 24,714,962. Investments - Program Related. Complete if the organization answered "Yes" on Form 990, Part IV, line 11c. See Form 990, Part X, line 13. Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.) Part VIII (b) Book value (c) Method of valuation: Cost or end-of-year market value I Other Assets. Complete if the organization answered "Yes" on Form 990, Part IV, line 11d. See Form 990, Part X, line 15. (a) Description (1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col. (B) line 15.) Part X (b) Book value mmmmmmmmmmmmmmmmmmmmmmmmmm I Other Liabilities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25. (a) Description of liability 1. 3 Investments - Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12. (1) Federal income taxes (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col. (B) line 25.) (b) Book value I 2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII JSA 6E1270 1.000 9088FA K922 11/14/2017 5:25:16 PM Schedule D (Form 990) 2016 V 16-7.6F 120-0096939-0077672 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Schedule D (Form 990) 2016 Part XI 1 2 a b c d e 3 4 a b c 5 mmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm Total revenue, gains, and other support per audited financial statements Amounts included on line 1 but not on Form 990, Part VIII, line 12: Net unrealized gains (losses) on investments Donated services and use of facilities Recoveries of prior year grants Other (Describe in Part XIII.) Add lines 2a through 2d Subtract line 2e from line 1 Amounts included on Form 990, Part VIII, line 12, but not on line 1: Investment expenses not included on Form 990, Part VIII, line 7b Other (Describe in Part XIII.) Add lines 4a and 4b Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) Part XII 1 2 a b c d e 3 4 a b c 5 Page 1 2a 2b 2c 2d 2e 3 4a 4b 4c 5 Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered "Yes" on Form 990, Part IV, line 12a. mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25: Donated services and use of facilities Prior year adjustments Other losses Other (Describe in Part XIII.) Add lines 2a through 2d Subtract line 2e from line 1 Amounts included on Form 990, Part IX, line 25, but not on line 1: Investment expenses not included on Form 990, Part VIII, line 7b Other (Describe in Part XIII.) Add lines 4a and 4b Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) Part XIII 4 Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered "Yes" on Form 990, Part IV, line 12a. 1 2a 2b 2c 2d 2e 3 4a 4b 4c 5 Supplemental Information. Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information. Schedule D (Form 990) 2016 JSA 6E1271 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. Supplemental Information (continued) Schedule D (Form 990) 2016 Part XIII 45-3732750 Page 5 Schedule D (Form 990) 2016 JSA 6E1226 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 Grants and Other Assistance to Organizations, Governments, and Individuals in the United States SCHEDULE I (Form 990) Department of the Treasury Internal Revenue Service Name of the organization I 2 À¾µº Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22. Attach to Form 990. Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990. I Open to Public Inspection Employer identification number FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. General Information on Grants and Assistance Part I 1 OMB No. 1545-0047 45-3732750 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Part II X Yes No Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed. 1 (a) Name and address of organization (b) EIN or government (c) IRC section (if applicable) (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of noncash assistance (h) Purpose of grant or assistance (1) AMERICANS FOR PROSPERITY 1310 N COURTHOUSE ROAD, STE 700 75-3148958 501(C)(4) 48,700,000. GENERAL SUPPORT 45-3593119 501(C)(4) 12,084,915. GENERAL SUPPORT 45-3593119 501(C)(4) 515,085. 27-2936085 501(C)(4) 4,600,000. GENERAL SUPPORT 45-2324423 501(C)(4) 1,250,000. GENERAL SUPPORT 26-2731617 501(C)(4) 1,000,000. GENERAL SUPPORT 54-1850126 501(C)(4) 500,000. GENERAL SUPPORT 39-1743887 501(C)(4) 500,000. GENERAL SUPPORT 47-5604847 501(C)(4) 450,000. GENERAL SUPPORT 52-1386172 501(C)(4) 150,000. GENERAL SUPPORT 45-2600535 501(C)(4) 50,000. GENERAL SUPPORT 45-4429113 501(C)(4) (2) VETS FOR ECONOMIC FREEDOM TRUST 1310 N COURTHOUSE ROAD, STE 700 (3) VETS FOR ECONOMIC FREEDOM TRUST 1310 N COURTHOUSE ROAD, STE 700 ADVOCACY (4) YEM TRUST 1310 N COURTHOUSE ROAD, STE 700 (5) EVANGCHR4 8400 WESTPARK DR., STE 100 MCLEAN, VA 22102 (6) AMERICAN ENERGY ALLIANCE 1155 15TH ST NW, STE 900 (7) SUSAN B ANTHONY LIST 1200 NEW HAMPSHIRE AVE NW, STE 750 (8) WMC ISSUES MOBILIZATION COUNCIL INC 501 E WASHINGTON AVE MADISON, WI 53703 (9) COALITION FOR A STRONGER WV, INC. 505 WYNTERHALL LANE CHARLESTON, WV 25309 (10) REPUBLICAN JEWISH COALITION 50 F ST NW, STE 100 WASHINGTON, DC 20001 (11) AMERICAN COMMITMENT 1300 PENNSYLVANIA AVE NW, #190-406 (12) COALITION TO REDUCE SPENDING, INC. 919 PRINCE STREET ALEXANDRIA, VA 22314 2 3 mmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m II 50,000. GENERAL SUPPORT Enter total number of section 501(c)(3) and government organizations listed in the line 1 table Enter total number of other organizations listed in the line 1 table For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule I (Form 990) (2016) JSA 6E1288 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 Grants and Other Assistance to Organizations, Governments, and Individuals in the United States SCHEDULE I (Form 990) Department of the Treasury Internal Revenue Service Name of the organization I 2 À¾µº Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22. Attach to Form 990. Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990. I Open to Public Inspection Employer identification number FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. General Information on Grants and Assistance Part I 1 OMB No. 1545-0047 45-3732750 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Part II X Yes No Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed. 1 (a) Name and address of organization (b) EIN or government (c) IRC section (if applicable) (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of noncash assistance (h) Purpose of grant or assistance (1) INSTITUTE TO REDUCE SPENDING P.O. BOX 1031 ALEXANDRIA, VA 22313 61-1701005 501(C)(3) 50,000. GENERAL SUPPORT 46-2520293 501(C)(4) 50,000. GENERAL SUPPORT 45-2686411 501(C)(4) 1,100,000. ADVOCACY 45-2686411 501(C)(4) 6,500,000. GENERAL SUPPORT (2) MAINSTREET GROWTH PROJECT 4601 N FAIRFAX DR, STE 1200 (3) LIBRE INITIATIVE TRUST 1310 N COURTHOUSE ROAD, STE 700 (4) LIBRE INITIATIVE TRUST 1310 N COURTHOUSE ROAD, STE 700 (5) (6) (7) (8) (9) (10) (11) (12) 2 3 mmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m II Enter total number of section 501(c)(3) and government organizations listed in the line 1 table Enter total number of other organizations listed in the line 1 table For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule I (Form 990) (2016) JSA 6E1288 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 1. 13. 120-0096939-0077672 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Schedule I (Form 990) (2016) Part III Page 2 Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22. Part III can be duplicated if additional space is needed. (a) Type of grant or assistance (b) Number of recipients (d) Amount of non-cash assistance (c) Amount of cash grant (e) Method of valuation (book, (f) Description of non-cash assistance FMV, appraisal, other) 1 2 3 4 5 6 7 Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b); and any other additional information. SCHEDULE I, PART I, LINE 2 Part IV TO SUPPORT THE ORGANIZATION, AS OUTLINED ABOVE, THE ORGANIZATION PROVIDED GENERAL SUPPORT GRANTS TO THE ABOVE GRANTEES WHOSE ACTIVITIES ADVANCE THE ORGANIZATION'S GOALS. ALL GRANTS WERE MADE PURSUANT TO SPECIFIC GRANT LETTER AGREEMENTS, WHICH UNLESS OTHERWISE SPECIFIED, INCLUDED PROHIBITIONS ON THE USE OF THE GRANT FUNDS. EXAMPLES OF PROHIBITED ACTIVITIES ARE ACTIVITIES THAT WOULD VIOLATE FEDERAL, STATE OR LOCAL LAWS, RULES OR REGULATIONS, OR THAT WOULD BE CONSIDERED POLITICAL OR LOBBYING ACTIVITIES UNDER FEDERAL OR STATE LAW. THE GRANT LETTERS ALSO CONTAINED A REVIEW AND MONITORING PROCEDURE WHICH REQUIRES REPORTS BY Schedule I (Form 990) (2016) JSA 6E1504 2.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Schedule I (Form 990) (2016) Part III Page 2 Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22. Part III can be duplicated if additional space is needed. (a) Type of grant or assistance (b) Number of recipients (c) Amount of cash grant (d) Amount of non-cash assistance (e) Method of valuation (book, (f) Description of non-cash assistance FMV, appraisal, other) 1 2 3 4 5 6 7 Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b); and any other additional information. GRANTEE ON THE USE OF THE GRANT FUNDS UPON REQUEST, AND RETURN OF ANY Part IV FUNDS USED IN VIOLATION OF THE AGREEMENT. Schedule I (Form 990) (2016) JSA 6E1504 2.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 Compensation Information SCHEDULE J (Form 990) Department of the Treasury Internal Revenue Service Name of the organization I OMB No. 1545-0047 À¾µº 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. Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990. I I Open to Public Inspection Employer identification number FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. Part I Questions Regarding Compensation 45-3732750 Yes No 1a 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 Travel for companions Tax indemnification and gross-up payments Discretionary spending account Housing allowance or residence for personal use Payments for business use of personal residence Health or social club dues or initiation fees Personal services (such as, maid, chauffeur, chef) b 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 2 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 on line 1a? mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm X Compensation committee Independent compensation consultant Form 990 of other organizations X X W ritten employment contract Compensation survey or study Approval by the board or compensation committee 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: a Receive a severance payment or change-of-control payment? b Participate in, or receive payment from, a supplemental nonqualified retirement plan? c 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. mmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmm mmmmmmmmmmmmmmm 5 a b 6 a b 7 8 9 2 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. 3 4 1b 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. 4a 4b 4c mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 5a 5b mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 6a 6b mmmmmmmmmmmmmmmmmmmmmmmm 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)? mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm For Paperwork Reduction Act Notice, see the Instructions for Form 990. 6E1290 1.000 V 16-7.6F X X 7 8 9 Schedule J (Form 990) 2016 JSA 9088FA K922 11/14/2017 5:25:16 PM X 120-0096939-0077672 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Schedule J (Form 990) 2016 Part II 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: The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual. (B) Breakdown of W-2 and/or 1099-MISC compensation (i) Base compensation (A) Name and Title JOSH FISHER (i) VP-FINANCIAL PLANNING/ANALYSIS (ii) 1 ROBERT HEATON (i) CFO/TREASURER (ii) 2 JULIE STRAUSS (i) SECRETARY (ii) 3 EMILY SEIDEL (i) DIRECTOR & EXECUTIVE VP (ii) 4 NICHOLAS DUNN (i) VP OF DEVELOPMENT (ii) 5 JAMES DAVIS (i) SR VP COMMUNICATIONS (ii) 6 MICHAEL LANZARA (i) VP MEMBER RELATIONS (ii) 7 PAUL MORRELL (i) VP COMMUNICATIONS (ii) 8 RICHARD RIBBENTROP (i) 9 SR VP POLICY (ii) 10 (ii) 11 (ii) 12 (ii) 13 (ii) 14 (ii) 15 (ii) 16 (ii) (ii) Bonus & incentive compensation 174,578. 0. 144,578. 0. 297,606. 0. 204,067. 0. 152,852. 0. 285,391. 0. 195,450. 0. 224,835. 0. 161,615. 0. 49,377. 0. 100,000. 0. 55,000. 0. 200,000. 0. 125,000. 0. 200,000. 0. 550,000. 0. 100,000. 0. 0. 0. (iii) Other reportable compensation 309. 0. 516. 0. 0. 0. 717. 0. 235. 0. 108. 0. 96. 0. 516. 0. 105,149. 0. (C) Retirement and other deferred compensation 1,566. 0. 5,769. 0. 17,769. 0. 10,823. 0. 11,692. 0. 15,877. 0. 17,679. 0. 13,481. 0. 9,208. 0. (D) Nontaxable benefits 6,066. 0. 10,889. 0. 13,568. 0. 26,238. 0. 17,033. 0. 19,380. 0. 19,968. 0. 616. 0. 11,396. 0. (E) Total of columns (B)(i)-(D) 231,896. 0. 261,752. 0. 383,943. 0. 441,845. 0. 306,812. 0. 520,756. 0. 783,193. 0. 339,448. 0. 287,368. 0. (F) Compensation in column (B) reported as deferred on prior Form 990 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. (i) (i) (i) (i) (i) (i) (i) Schedule J (Form 990) 2016 JSA 6E1291 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Schedule J (Form 990) 2016 Page 3 Part III 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. SCHEDULE J, PART I, LINE 4A RICHARD RIBBENTROP $105,000 Schedule J (Form 990) 2016 JSA 6E1505 2.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 SCHEDULE M (Form 990) Department of the Treasury Internal Revenue Service Name of the organization II I 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 À¾µº Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30. Open To Public Inspection Attach to Form 990. Information about Schedule M (Form 990) and its instructions is at www.irs.gov/form990. Employer identification number FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. Types of Property Part I 1 2 3 4 5 OMB No. 1545-0047 Noncash Contributions mmmmmmmmmm mmmmmm mmmmmm mmmmmm mmmmmmmmmmmmmmmm mmmmmm mmmmmmmmmm mmmmmmmm mmmm mmm mmmmmmmmmm mmmmm (a) Check if applicable 45-3732750 (b) Number of contributions or items contributed (c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g (d) Method of determining noncash contribution amounts Art - Works of art Art - Historical treasures Art - Fractional interests Books and publications Clothing and household goods Cars and other vehicles Boats and planes Intellectual property X 2. 44,989. FMV Securities - Publicly traded Securities - Closely held stock Securities - Partnership, LLC, or trust interests Securities - Miscellaneous Qualified conservation contribution - Historic structures Qualified conservation contribution - Other Real estate - Residential Real estate - Commercial Real estate - Other Collectibles Food inventory Drugs and medical supplies Taxidermy Historical artifacts Scientific specimens Archeological artifacts Other ( ) Other ( ) Other ( ) Other ( ) Number of Forms 8283 received by the organization during the tax year for contributions for 29 which the organization completed Form 8283, Part IV, Donee Acknowledgement I I I I mmmmmmmmmmmmm mmmmmmmm mmmmmm mmmmm mmmmmmmmm mmmmmmmmmmmmm mmmmmmmmmmm mmmm mmmmmmmmmmmmm mmmmmmmmm mmmmmmmm mmmmmmm mmmmmmmmmm Yes No 30a During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? b If "Yes," describe the arrangement in Part II. 31 Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions? 32a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash contributions? b If “Yes,” describe in Part II. 33 If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked, describe in Part II. mmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm For Paperwork Reduction Act Notice, see the Instructions for Form 990. X 31 X 32a X Schedule M (Form 990) (2016) JSA 6E1298 1.000 9088FA K922 11/14/2017 5:25:16 PM 30a V 16-7.6F 120-0096939-0077672 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Schedule M (Form 990) (2016) Part II Page 2 Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information. SCHEDULE M, PART I, LINE 9, COLUMN B THE NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS. Schedule M (Form 990) (2016) JSA 6E1508 2.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 Supplemental Information to Form 990 or 990-EZ SCHEDULE O (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service Name of the organization I OMB No. 1545-0047 À¾µº Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. Attach to Form 990 or 990-EZ. I Information about Schedule O (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990. Open to Public Inspection Employer identification number FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 FORM 990, PART I, LINE 1 UNITED STATES, THEREBY INCREASING OPPORTUNITY, INNOVATION, AND PROSPERITY FOR ALL AMERICANS. THE ORGANIZATIONAL MISSION IS TO ADVANCE ITS MEMBERS' COMMON BUSINESS INTERESTS BY ADVANCING THE PRINCIPLES OF FREE MARKETS AND A FREE SOCIETY. THE ORGANIZATION WORKS TO EDUCATE THE PUBLIC AND POLICYMAKERS ABOUT THE BUSINESS AND ECONOMIC IMPACTS OF A BROADRANGE OF POLICY ISSUES, INCLUDING OVER-REGULATION, GOVERNMENT SPENDING, CRONYISM AND SPECIAL INTEREST HANDOUTS. THE ORGANIZATION BELIEVES THAT BY UNITING AND AMPLIFYING THE DIVERSE ENTREPRENEURIAL AND INNOVATIVE PERSPECTIVES OF ITS MEMBERS, IT WILL IMPROVE BUSINESS CONDITIONS FOR ITS MEMBERS AND EXPAND ECONOMIC OPPORTUNITY FOR ALL AMERICANS. FORM 990, PART III, LINE 1 AND PROSPERITY FOR ALL AMERICANS. THE ORGANIZATIONAL MISSION IS TO ADVANCE ITS MEMBERS' COMMON BUSINESS INTERESTS BY ADVANCING THE PRINCIPLES OF FREE MARKETS AND A FREE SOCIETY. THE ORGANIZATION WORKS TO EDUCATE THE PUBLIC AND POLICYMAKERS ABOUT THE BUSINESS AND ECONOMIC IMPACT OF A BROAD RANGE OF POLICY ISSUES, INCLUDING OVER-REGULATION, GOVERNMENT SPENDING, CRONYISM AND SPECIAL INTEREST HANDOUTS. THE ORGANIZATION BELIEVES THAT BY UNITING AND AMPLIFYING THE DIVERSE ENTREPRENEURIAL AND INNOVATIVE PERSPECTIVES OF ITS MEMBERS, IT WILL IMPROVE BUSINESS CONDITIONS FOR ITS MEMBERS AND EXPAND ECONOMIC OPPORTUNITY FOR ALL AMERICANS. For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule O (Form 990 or 990-EZ) (2016) JSA 6E1227 6E1227 2.0002.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 Schedule O (Form 990 or 990-EZ) 2016 Page Name of the organization 2 Employer identification number FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 FORM 990, PART VI, SECTION A, LINE 2 CERTAIN BOARD MEMBERS HAVE BUSINESS RELATIONSHIPS WITH OTHER BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS BOTH VOTING AND AND NON-VOTING MEMBERS. THE MEMBERSHIP BASE REPRESENTS SEVERAL HUNDRED BUSINESSES AND COVERS A DIVERSE RANGE OF INDUSTRIES AND GEOGRAPHIES. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS HAVE THE POWER TO ELECT DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B VOTING MEMBERS HAVE VARIOUS POWERS INCLUDING THE FOLLOWING POWERS: (A) TO AMEND THE BYLAWS AND THE CERTIFICATE OF INCORPORATION; (B) TO APPOINT ADDITIONAL VOTING MEMBERS; (C) TO DISSOLVE THE CORPORATION; AND (D) TO ELECT DIRECTORS AND TO REMOVE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARED AND REVIEWED THE FORM 990. A FULL DRAFT OF THE 990 ALONG WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO INTERNAL MANAGEMENT AND LEGAL COUNSEL FOR REVIEW. ALL QUESTIONS ARE ADDRESSED AND ANY MODIFICATIONS ARE MADE, IF NECESSARY. THE FINAL FORM 990 ALONG WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS, AND EMPLOYEES ARE COVERED UNDER THE CONFLICT OF Schedule O (Form 990 or 990-EZ) 2016 JSA 6E1228 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 Schedule O (Form 990 or 990-EZ) 2016 Page Name of the organization 2 Employer identification number FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 INTEREST POLICY. LEGAL COUNSEL MEETS PERIODICALLY TO REVIEW THE POLICY AND ANY POTENTIAL CONFLICTS, AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15A & 15B THE ORGANIZATION'S BOARD MEETS TO REVIEW AND APPROVE EXECUTIVE COMPENSATION ON AN ANNUAL BASIS. AS DEEMED NECESSARY, THE ORGANIZATION MAY ENGAGE A HUMAN RESOURCES CONSULTING ORGANIZATION TO PERFORM A COMPENSATION STUDY. THE CONSULTING ORGANIZATION WILL USE DATA FROM COMPARABLE NON-PROFITS TO ESTABLISH A REASONABLE COMPENSATION LEVEL FOR OFFICERS AND EMPLOYEES. IN ADDITION, THE ORGANIZATION MAY OBTAIN PROFESSIONAL OPINIONS OF COUNSEL AS TO WHETHER THE PROPOSED LEVELS OF COMPENSATION WOULD BE COMPARABLE AND REFER MATERIAL TO AN INDEPENDENT DECISION MAKER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL REQUIRED DISCLOSURES AVAILABLE TO THE PUBLIC UNDER IRS REGULATIONS. FORM 990, PART XI, LINE 9 EQUITY IN EARNINGS OF SUBSIDIARIES ($ 8,636,663) ATTACHMENT 1 990, PART VII- COMPENSATION OF THE FIVE HIGHEST PAID IND. CONTRACTORS NAME AND ADDRESS DESCRIPTION OF SERVICES DEMETER ANALYTICS SERVICES, INC 2300 CLARENDON BLVD STE 800 ARLINGTON, VA 22201 PROFESSIONAL RENAISSANCE ESMERALDA RESORT AND SPA 44-400 INDIAN WELLS LANE INDIAN WELLS, CA 92210 FACILITIES 9,449,732. 952,779. Schedule O (Form 990 or 990-EZ) 2016 JSA 6E1228 1.000 9088FA K922 11/14/2017 5:25:16 PM COMPENSATION V 16-7.6F 120-0096939-0077672 Schedule O (Form 990 or 990-EZ) 2016 Page Name of the organization 2 Employer identification number FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 ATTACHMENT 1 (CONT'D) 990, PART VII- COMPENSATION OF THE FIVE HIGHEST PAID IND. CONTRACTORS NAME AND ADDRESS DESCRIPTION OF SERVICES COMPENSATION THE BROADMOOR HOTEL PO BOX 1439 COLORADO SPRINGS, CO 80901 FACILITIES 1,241,571. AEGIS STRATEGY LLC PO BOX 88003 COLORADO SPRINGS, CO 80908 CONSULTING 1,197,633. GEORGIA-PACIFIC TELEVISION 133 PEACHTREE STREET, N.E. ATLANTA, GA 30303 CONSULTING 990,856. Schedule O (Form 990 or 990-EZ) 2016 JSA 6E1228 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. SCHEDULE R (Form 990) I Name of the organization OMB No. 1545-0047 Related Organizations and Unrelated Partnerships À¾µº Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37. I Department of the Treasury Internal Revenue Service 45-3732750 I Attach to Form 990. Open to Public Inspection Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990. Employer identification number FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. Part I 45-3732750 Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33. (a) Name, address, and EIN (if applicable) of disregarded entity (1) AMERICAN ENTREPRENEUR FUND LLC 2300 WILSON BLVD STE 500 ARLINGTON, (2) AMERICAN STRATEGIES GROUP LLC 2300 WILSON BLVD STE 500 ARLINGTON, (3) FREEDOM PARTNERS SHARED SERVICES LLC 2300 WILSON BLVD STE 500 ARLINGTON, (4) THE SEMINAR NETWORK 2300 WILSON BLVD STE 500 ARLINGTON, (5) FREEDOM NETWORK BENEFITS 2300 WILSON BLVD STE 500 ARLINGTON, (b) Primary activity 45-3739538 VA 22201 45-5230496 VA 22201 45-5456929 VA 22201 45-5230162 VA 22201 45-2663979 VA 22201 (c) Legal domicile (state or foreign country) (d) Total income 890,000. (e) End-of-year assets (f) Direct controlling entity PROJECTS DE OUTREACH DE -8,195,353. 24,002,733. AEG, LLC SUPPORT SVCS DE 14,582,932. MANAGEMENT DE -9,352,528. 23,992,628. FPCC BENEFITS DE 6,623,488. 37,392. FPCC 3,502,370. FPCC 705,501. FPCC (6) Part II Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year. (a) Name, address, and EIN of related organization (b) Primary activity (c) Legal domicile (state or foreign country) (d) Exempt Code section (e) Public charity status (if section 501(c)(3)) (f) Direct controlling entity (g) Section 512(b)(13) controlled entity? Yes (1) FREEDOM PARTNERS ACTION FUND, INC. 2300 WILSON BLVD STE 500 (2) FREEDOM PARTNERS INSTITUTE, INC. 2200 WILSON BLVD, STE 102-533 No 47-1065433 ARLINGTON, VA 22201 POLITICAL DE 527 PUBLIC ED DE 501(C)(3) FPCC X FPCC X 47-3438079 ARLINGTON, VA 22201-5426 7 (3) (4) (5) (6) (7) For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule R (Form 990) 2016 JSA 6E1307 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Schedule R (Form 990) 2016 Part III Page 2 Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year. (a) Name, address, and EIN of related organization (b) Primary activity (c) Legal domicile (state or foreign country) (d) Direct controlling entity (e) Predominant income (related, unrelated, excluded from tax under sections 512-514) (f) Share of total income (g) Share of end-ofyear assets (h) Disproportionate allocations? (i) Code V - UBI amount in box 20 of Schedule K-1 (Form 1065) Yes No (j) General or managing partner? (k) Percentage ownership Yes No (1) (2) (3) (4) (5) (6) (7) Part IV Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year. (a) Name, address, and EIN of related organization (b) Primary activity (c) Legal domicile (state or foreign country) (d) Direct controlling entity (e) Type of entity (C corp, S corp, or trust) (f) Share of total income (g) (h) (i) Share of Percentage Section 512(b)(13) end-of-year assets ownership controlled entity? Yes No (1) CAVHOCO, INC. 46-3335308 2200 WILSON BLVD STE 102-533 ARLINGTON, VA 22201 (2) DBLDBL INC. HOLDING COMPANY DE ASG C-CORPORATION 303. 24,390,409. 100.0000 X CONSULTING DE CAVOHOCO, INC. C-CORPORATION 8,322. 16,164,791. 100.0000 X CONSULTING DE CAVOHOCO, INC. C-CORPORATION 0. 0. 100.0000 X HOLDING COMPANY DE DBLDBL INC. C-CORPORATION 0. 15,650,788. 100.0000 X CONSULTING DE THOCO C-CORPORATION 18,848,990. 17,249,422. 100.0000 X 46-3309110 2200 WILSON BLVD STE 102-533 ARLINGTON, VA 22201 (3) KNSLT, INC. 46-3325739 2200 WILSON BLVD STE 102-533 ARLINGTON, VA 22201 (4) THOCO 45-3147042 2200 WILSON BLVD STE 102-533 ARLINGTON, VA 22201 (5) DEMETER ANALYTICS SERVICES, INC. 45-3149158 2200 WILSON BLVD STE 102-533 ARLINGTON, VA 22201 (6) (7) Schedule R (Form 990) 2016 JSA 6E1308 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Page Schedule R (Form 990) 2016 Part V 3 Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36. Yes No Note: Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule. 1 During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV? a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity b Gift, grant, or capital contribution to related organization(s) c Gift, grant, or capital contribution from related organization(s) d Loans or loan guarantees to or for related organization(s) e Loans or loan guarantees by related organization(s) mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm 1a 1b 1c 1d 1e f g h i j Dividends from related organization(s) Sale of assets to related organization(s) Purchase of assets from related organization(s) Exchange of assets with related organization(s) Lease of facilities, equipment, or other assets to related organization(s) 1f 1g 1h 1i 1j k l m n o Lease of facilities, equipment, or other assets from related organization(s) Performance of services or membership or fundraising solicitations for related organization(s) Performance of services or membership or fundraising solicitations by related organization(s) Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) Sharing of paid employees with related organization(s) 1k 1l 1m 1n 1o p Reimbursement paid to related organization(s) for expenses q Reimbursement paid by related organization(s) for expenses 1p 1q X X X X X X X X X X X X X X X X X r Other transfer of cash or property to related organization(s) 1r s Other transfer of cash or property from related organization(s) 1s 2 If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds. (a) Name of related organization (b) Transaction type (a-s) (c) Amount involved X X (d) Method of determining amount involved (1) CAVHOCO, INC. B 8,250,000. CASH PAYMENT (2) DEMETER ANALYTICS SERVICES, INC. L 303,178. FMV (3) FREEDOM PARTNERS INSTITUTE, INC Q 275,743. CASH PAYMENT (4) DEMETER ANALYTICS SERVICES, INC. M 9,449,732. FMV (5) FREEDOM PARTNERS ACTION FUND L 277,870. FMV (6) Schedule R (Form 990) 2016 JSA 6E1309 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Schedule R (Form 990) 2016 Part VI Page 4 Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37. Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships. (a) Name, address, and EIN of entity (b) Primary activity (c) Legal domicile (state or foreign country) (d) Predominant income (related, unrelated, excluded from tax under sections 512-514) (e) Are all partners section 501(c)(3) organizations? Yes (f) Share of total income No (g) Share of end-of-year assets (h) Disproportionate allocations? Yes No (i) Code V - UBI amount in box 20 of Schedule K-1 (Form 1065) (j) General or managing partner? Yes (k) Percentage ownership No (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (15) (16) Schedule R (Form 990) 2016 JSA 6E1310 1.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45-3732750 Schedule R (Form 990) 2016 Part VII Page 5 Supplemental Information Provide additional information for responses to questions on Schedule R. See instructions. Schedule R (Form 990) 2016 6E1510 2.000 9088FA K922 11/14/2017 5:25:16 PM V 16-7.6F 120-0096939-0077672