OMB No. 154 5430-1?

2?14

Open to Public

 
 
   

 

Form 9 9 0 Return of Organization Exempt From Income Tax

Under section Siliic). 52?. or 4947(aii1} of the Internal Revenue Code {except private foundations)
It Do not enter social security numbers on this form as it may be made public.

  

Department or the Treaaury

 

 

 

 

 

 

 

 

 

 

 

 

Internal Revenue service b- Intorrnation about Form 99D and its instructions is at miragovffonnsso. Inspection
A For the 2014 calendar year, or tax year beginning . 2014. and ending 20
Name of organization Employer identi?cation number
FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 45?3?r32?rso
:5ng Doing business as
mm may Number and street {or PO. box if mail is not delivered to street address} Roomisuite Telephone number
lnitlalre1uln  WILSON BLVD STE   
Emmi? City or town. state or province. country. and ZIP or foreign postal code
ARLINGTON, VA 22201-3324 (3 Groesreceipts 126,878, 59?.
Name and address of principal of?cer: MARC SHORT '3 ?is a 9m? "0
pending Subordinales?
2200 WILSON BLVD STE 102-533 ARLINGTON, VA 22201-3324 Hib] Arealisubordinalesmluded?H Yes No
I Tax-exempt status: I I 501(c)(3) I I 5010:) I 6 i 4 [insert no.) I I 4947(a}i1i or I I 52? If attach a list. {see instructions].
Website: . FREE DOMPARTNERS . ORG Hic} Group enemption number p?
Form of organization: I I Corporation I I TmstI I Association I I Other I Year of formation: 2 1 1I State of legal domicile: DE

 

Summary

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1 Briefly describe the organization's mission or most significant activities: 

 masque": ERNELTJETES. _I_ti assesses; 
2 Check this box It it the organization discontinued its operations or disposed of more than 25% of its net assets.
r3 3 Number of voting members of the governing bodyiPart VI. line 1eNumber of independent voting members of the governing bodyiPartVl. Iine1bTotal number of individuals employed in calendar year 2014 {Part line 2aTotal number of volunteers [estimate if necessaryTotal unrelated business revenue from Part column line Net unrelated business taxable income from Form BSD-T. line Prior Year Current Year
I, 3 Contributions and grants line 1h35:800r000- 12?1r945r97'2.

10 Investment income [Part column lines Other revenue (Part column lines 5. 6d. Bo. Bo. 10c. and 11eiI Total revenue - add lines 3 through 11 (must equal Part column line 12378. 889.

13 Grants and similar amounts paid {Part or, column (A). iines?i-18. 850. DOD. 631. 

14 Benefits paid to or for members (Part IX. column line Salaries. other compensation. employee bene?ts {Part IX. column lines 54016a Professional fundraising fees {Part IX. column line HaTotal fundraising expenses (Part IX. column (Di. line 25} 

1? Otherexpenses (Part ix. column ilnesi1s11o.11r-24e1,804,654. 28.48i.337.

to Total expensesAdd iinosis-irrmusiequaiF-ori ix. columnir?t). Iine2522,309,?67. 129,393,463.
19 Revenuelessexpenses. Subtractline13lromline12Beginning of Current Year End of Year
?g 2a Totalassetsirartxuineiei . . . .  . . . .  . . . . .  45r180r158- lirii9i3956,491r909. 2,941,980.
5 22 Net assets or fund balances. Subtract line 21 from line mignature Block

Under penalties of perjury. I declare that I have examianmpanyu-ig schedules and statements, and to the best of my knowledge and belief. it is
true. correct. and complemratg ow i_o_th_eLth er} is on all information of which preparer has anyr knowledge.

n. is. is
Sign Signature of of?cer Date
Here Ska 
Type or print name and titie
I Printr'Type preparer?s name Preparers signature Date Check if 
Exam MICHAEL ENGLE self-maimed P00432334
use only Firm?s name LLP Fimt's EIN 4 4?91 60250
Finn'saddress F12o1 MALNUT. SUITE lino KANSAS CITY, MO 64106-2245 Phoneno. 816 221-6300

May the IRS discuss this return with the preparer shown above? {see instructionsFor Paperwork Reduction Act Notice. see the separate instructions. Form 990 (2014i

JSA
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K922 111'16/2015 3:19:21 PM 

FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

45-3732750

Form 990 (2014)

Page

2

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:

X

PARTNERS CHAMBER
CHAMBER OF
OF COMMERCE
COMMERCE ADVANCES
ADVANCES ITS
ITS MEMBERS'
MEMBERS' COMMON
COMMON BUSINESS INTERESTS BY
FREEDOM PARTNERS
PROMOTING ECONOMIC FREEDOM AND
AND IMPROVING
IMPROVING BUSINESS
BUSINESS CONDITIONS
CONDITIONS IN
IN THE
THE UNITED STATES, THEREBY
INCREASING OPPORTUNITY, INNOVATION, AND PROSPERITY FOR ALL AMERICANS.
(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.

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
4E1020 1.000

) (Revenue $

)
Form

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120-0096939-0077672

990

(2014)

 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

45-3732750

Form 990 (2014)

Part IV

Page
Yes

1
2
3
4
5

6

7
8
9

10
11
a
b
c
d

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

e
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

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
20 a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H
b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?

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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

19
20a
20b

X
X

Form

JSA
4E1021 1.000

3

Checklist of Required Schedules

990

(2014)

 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

45-3732750

Form 990 (2014)

Part IV

Page
Yes

21
22
23

24 a

b
c
d
25 a
b

26

27

28
a
b
c
29
30
31
32
33
34
35 a
b
36
37

38

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

21

23

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No

X
X

22

X

X

24a
24b
24c
24d
25a

25b

26

X

27

X

28a

X

28b

X

28c
29

X
X

30

X

31

X

32

X

33

X

34
35a

X
X

35b

X

36

X

37
38
Form

4E1030 1.000

4

Checklist of Required Schedules (continued)

X
990

(2014)

 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

45-3732750

Form 990 (2014)

Part V

Page

Yes

80
1a
1 a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable
0
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
133
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
account)?
b If “Yes,” enter the name of the foreign country:

5a
b
c
6a
b
7
a
b
c

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

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?

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
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
the organization is licensed to issue qualified health plans
13b
13c
c Enter the amount of reserves on hand

1c

X

2b

X

No

3a
3b

X

4a

X

5a
5b
5c

X
X

6a

X

6b

X

7a
7b
7c
7e
7f
7g
7h
8
9a
9b

11

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
4E1040 1.000

12a

13a

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X

14a
14b
990

(2014)

 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 (2014)

Part VI

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
Yes

1a

1a Enter the number of voting members of the governing body at the end of the tax year

No

6

If there are material differences in voting rights among members of the governing body, or if the governing
body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

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

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.)
Yes

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?
*See Schedule O for detail
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?

Section C. Disclosure

No

X

10a
10b
11a

X

12a

X

12b

X

12c
13
14

X
X
X

15a
15b

X *
X

16a

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

JULIE STRAUSS 2200 WILSON BLVD STE 102-533 ARLINGTON, VA 22201-3324

703-888-2527

JSA

Form

4E1042 1.000

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V 14-7.6F

120-0096939-0077672

990 (2014)

 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 (2014)

Part VII

Section A.

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the
organization's tax year.

List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of
compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.
List all of the organization's current key employees, if any. See instructions for 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

(do not check more than one
Average
hours per box, unless person is both an
week (list any officer and a director/trustee)
Former

1.00
0
1.00
0
1.00
0
1.00
0
1.00
0
50.00
0
50.00
0
50.00
0
50.00
0
50.00
0
50.00
0
50.00
0
50.00
0
50.00
0

Highest compensated
employee

DIRECTOR
(2) RICHARD FINK
DIRECTOR
(3) NESTOR WEIGAND JR.
DIRECTOR
(4) KEVIN GENTRY
DIRECTOR
(5) MARK HOLDEN
DIRECTOR
(6) MARC SHORT
DIRECTOR/PRESIDENT
(7) RICHARD RIBBENTROP
EXECUTIVE DIRECTOR
(8) DANIEL JORJANI
DEP GEN COUNSEL/VP COMPLIANCE
(9) EMILY SEIDEL
CHIEF OPERATING OFFICER
(10) DUSTIN PERRY
CHIEF FINANCIAL OFFICER
(11) JOSH FISHER
CHIEF FINANCIAL OFFICER
(12) JULIE STRAUSS
GENERAL COUNSEL AND SECRETARY
(13) HEATHER LOVE
TREASURER
(14) JAMES DAVIS
EXECUTIVE VICE PRESIDENT

Key employee

line)

Officer

below dotted

Institutional trustee

related
organizations

Individual trustee
or director

hours for

(1) WAYNE GABLE

Position

(B)

(D)
(E)
Reportable
Reportable
compensation
compensation from
from
related
the
organizations
organization
(W-2/1099-MISC)
(W-2/1099-MISC)

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

759,741.

0

34,460.

X

241,748.

0

34,348.

X

214,553.

0

28,752.

X

341,666.

0

28,752.

X

188,819.

0

25,257.

X

214,015.

0

11,902.

X

113,386.

0

8,077.

X

0

0

0

338,242.

0

X

X

Form

JSA
4E1041 1.000

(F)
Estimated
amount of
other
compensation
from the
organization
and related
organizations

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V 14-7.6F

120-0096939-0077672

29,358.
990 (2014)

 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

45-3732750

Form 990 (2014)

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

Highest compensated
employee

Key employee

( 15) JONATHAN BLACK
DIRECTOR OF RESEARCH
( 16) MICHAEL LANZARA
VP MEMBER RELATIONS
( 17) DOUGLAS PILERI
EXECUTIVE VICE PRESIDENT
( 18) MICHAEL ROMAN
VICE PRESIDENT OF RESEARCH

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

220,015.

0

27,758.

X

487,835.

0

21,838.

X

382,417.

0

28,346.

X

268,903.

0

17,474.

0
0
0

200,906.
95,416.
296,322.

1b
c
d
2

2,412,170.
Sub-total
1,359,170.
Total from continuation sheets to Part VII, Section A
3,771,340.
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
34

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

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

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

DEMETER ANALYTICS SERVICES, INC ARLINGTON, VA 22201
LUNTZ GLOBAL LLC MANASSAS, VA 20110
ARENA COMMUNICATIONS LLC SALT LAKE CITY, UT 84104
AEGIS STRATEGY LLC ARLINGTON, VA 22201
ZMD LLC WASHINGTON, DC 20004
2

PROFESSIONAL
MARKET RESEARCH
DIRECT MAIL
CONSULTING
EVENTS

(C)
Compensation

11,000,000.
1,496,879.
1,350,741.
1,286,184.
1,228,026.

Total number of independent contractors (including but not limited to those listed above) who received
more than $100,000 in compensation from the organization
32

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V 14-7.6F

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X

990

(2014)

 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.
Statement of Revenue

Form 990 (2014)

Part VIII

45-3732750

Page

9

Check if Schedule O contains a response or note to any line in this Part VIII
(B)
Related or
exempt
function
revenue

Contributions, Gifts, Grants
Program Service Revenue and Other Similar Amounts

(A)
Total revenue

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

1f

and similar amounts not included above

g
h

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

1,310,321.
84,721.

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

Total. Add lines 1a-1f

1,310,321.

Business Code
2a

MEMBERSHIP DUES

900099

124,946,972.

124,946,972.

b
c
d
e
f
g
3

All other program service revenue
Total. Add lines 2a-2f
Investment

income

124,946,972.

(including

dividends,

interest,
2,237.

and other similar amounts)
4
5

Less: rental expenses

c
d

Net rental income or (loss)

Rental income or (loss)
Gross amount from sales of

0

(i) Securities

(ii) Other

assets other than inventory
b

496,870.

Less: cost or other basis
499,708.

and sales expenses
c
d
8a

0

Gross rents

b

7a

2,237.

0

Income from investment of tax-exempt bond proceeds
Royalties
(i) Real
(ii) Personal

6a

Other Revenue

(C)
Unrelated
business
revenue

-2,838.

Gain or (loss)
Net gain or (loss)

-2,838.

-2,838.

Gross income from fundraising
events (not including $
of contributions reported on line 1c).
See Part IV, line 18

b
c
9a
b
c
10a
b
c

a

Less: direct expenses
b
Net income or (loss) from fundraising events
Gross income from gaming activities.
See Part IV, line 19

0

a

b
Less: direct expenses
Net income or (loss) from gaming activities

Gross sales
of
inventory,
returns and allowances

0

less
a

b
Less: cost of goods sold
Net income or (loss) from sales of inventory

Miscellaneous Revenue

0

Business Code

EXPENSE REIMBURSEMENTS

900099

91,898.

91,898.

b

EQUIPMENT REFUNDS

900099

28,178.

28,178.

c

CREDIT CARD REBATES

900099

2,121.

2,121.

d

All other revenue

e

Total. Add lines 11a-11d
Total revenue. See instructions

11a

12

122,197.
126,378,889.

124,946,972.

JSA
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121,596.
Form

V 14-7.6F

120-0096939-0077672

990

(2014)

 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.
Part IX Statement of Functional Expenses

Form 990 (2014)

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
Do not include amounts reported on lines 6b, 7b,
8b, 9b, and 10b of Part VIII.

(A)
Total expenses

(B)
Program service
expenses

(C)
Management and
general expenses

(D)
Fundraising
expenses

1 Grants and other assistance to domestic organizations

87,631,900.

and domestic governments. See Part IV, line 21

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

to

domestic

0

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

0
0

4 Benefits paid to or for members
5 Compensation of current officers, directors,
trustees, and key employees

2,245,476.

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

0
9,320,335.

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)

196,114.
779,486.
732,270.

9 Other employee benefits
10

Payroll taxes

Fees for services (non-employees):
a Management

11

b Legal
c Accounting
d Lobbying
e Professional fundraising services. See Part IV, line 17
f Investment management fees
g Other.

0
1,675,694.
88,191.
739,725.
0
0

(If line 11g amount exceeds 10% of line 25, column

(A) amount, list line 11g expenses on Schedule O.)

ATCH 1

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

expenses.

Itemize

expenses

not

13,187,097.
7,459.
726,470.
0
0
1,540,207.
3,087,144.
0
988,095.
0
0
393,223.
34,513.

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 PUBLIC

EDUCATION
FEES
c REGISTRATION/PROCESSING FEES
d BAD DEBT
b LICENSE

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)

5,270,762.
678,344.
13,220.
7,500.
50,243.
129,393,468.

0

JSA
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Form

V 14-7.6F

120-0096939-0077672

990

(2014)

 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

45-3732750

Form 990 (2014)

Part X

Page

Net Assets or Fund Balances

Liabilities

Assets

(A)
Beginning of year

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

Notes and loans receivable, net
Inventories for sale or use
Prepaid expenses and deferred charges
Land, buildings, and equipment: cost or
1,727,526.
10a
other basis. Complete Part VI of Schedule D
447,020.
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
26 Total liabilities. Add lines 17 through 25
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

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

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

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

(B)
End of year

13,243,243.
30,403,558.
0
100,819.

1
2
3
4

4,126,960.
52,405.
0
12,568.

0 5

0

0
0
0
57,879.

6
7
8
9

307,169. 10c
0 11
1,000,000. 12
0 13
0 14
67,490. 15
45,180,158. 16
6,491,909. 17
0 18
0 19
0 20
0 21

1,280,506.
107,289.
9,844,124.
0
0
352,340.
17,779,395.
2,941,980.
0
0
0
0

0 22
0 23
0 24

0
0
0

0 25
6,491,909. 26

0
2,941,980.

38,688,249. 27
0 28
0 29

14,837,415.
0
0

and

30
31
32
38,688,249. 33
45,180,158. 34

JSA
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V 14-7.6F

0
0
0
2,003,203.

120-0096939-0077672

14,837,415.
17,779,395.
Form 990 (2014)

 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

45-3732750

Form 990 (2014)

Part XI
1
2
3
4
5
6
7
8
9
10

Page

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

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

12

1
2
3
4
5
6
7
8
9

X
126,378,889.
129,393,468.
-3,014,579.
38,688,249.
22,568.
-12,200,719.
0
0
-8,658,104.

10

14,837,415.

Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII
Yes

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.
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:

No

1

Separate basis

X Consolidated basis

Consolidated basis

2b

X

2c

X

3a

X

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.

3b
Form

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X

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

2a

V 14-7.6F

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990

(2014)

 SCHEDULE C

Political Campaign and Lobbying Activities

(Form 990 or 990-EZ)

OMB No. 1545-0047

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

Complete if the organization is described below.
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," to 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," to 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," to 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.
$
Political expenditures
Volunteer hours

1
2
3

Part I-B
1
2
3
4a
b

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

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

6,849,051.

$
$
Yes

No

Yes

No

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

1

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

5,270,762.

2

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

1,578,289.

3

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL,
6,849,051.
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

1515 N. COURTHOUSE RD,
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-.

693,289.

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) 2014

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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) 2014

Part II-A
A Check
B Check

Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
1a
b
c
d
e
f

(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.

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
Yes
reporting section 4911 tax for this year?
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) 2011

(b) 2012

(c) 2013

(d) 2014

(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) 2014

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Page

Schedule C (Form 990 or 990-EZ) 2014

Part II-B

For each "Yes," response to 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?

Part III-A

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

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 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)).

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."
124,946,972.
Dues, assessments and similar amounts from members
1

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)

Part IV

2a
2b
2c
3

20,306,295.
20,306,295.
38,630,721.

4
5

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.

SEE PAGE 4

Schedule C (Form 990 or 990-EZ) 2014

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Schedule C (Form 990 or 990-EZ) 2014

Part IV

Page

4

Supplemental Information (continued)

SCHEDULE C, PART I-A, LINE 1
FREEDOM PARTNERS CONDUCTED DIRECT AND INDIRECT "POLITICAL CAMPAIGN
ACTIVITIES" WHICH INCLUDE: ITS OWN PUBLIC EDUCATION ADVERTISING; SUPPORT
FOR AN INDEPENDENT POLITICAL ACTION COMMITTEE ("SUPERPAC") WHICH
CONDUCTED ONLY INDEPENDENT EXPENDITURES AND NOT CONTRIBUTIONS; AND THE
FULL AMOUNT OF CERTAIN GRANTS TO ANOTHER TAX-EXEMPT ORGANIZATION WHICH
CONDUCTED INDEPENDENT EXPENDITURES.

Schedule C (Form 990 or 990-EZ) 2014

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 SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Name of the organization

OMB No. 1545-0047

Supplemental Financial Statements
Complete if the organization answered "Yes" to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.

Open to Public
Inspection

Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

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" to Form 990, Part IV, line 6.
(a) Donor advised funds

(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

Yes

No

Yes

No

Conservation Easements.
Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

6

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 of conservation easements included in (c) acquired after 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
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year

7

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year

8

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 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.

1

2
a
b
c
d
3
4
5

$

9

Part III
1a
b

2
a
b

No

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered “Yes” to 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
$

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
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Schedule D (Form 990) 2014

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
Scholarly research
Other
b
e
Preservation for future generations
c
Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part
4
XIII.
During the year, did the organization solicit or receive donations of art, historical treasures, or other similar
5
assets to be sold to raise funds rather than to be maintained as part of the organization's collection?
Yes
No
3

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to 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 in Part XIII

Part V

No

Yes

No

Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a) Current year

(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 in 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" to 3a(ii), are the related organizations listed as required on Schedule R?
Describe in Part XIII the intended uses of the organization's endowment funds.
4

Part VI

Yes

(e) Four years back

Yes

No

3a(i)
3a(ii)
3b

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property

(a) Cost or other basis
(investment)

(b) Cost or other basis
(other)

(c) Accumulated

(d) Book value

depreciation

Land
Buildings
Leasehold improvements
397,902.
107,518.
Equipment
1,329,624.
339,502.
Other
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)
1a
b
c
d
e

290,384.
990,122.
1,280,506.
Schedule D (Form 990) 2014

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Schedule D (Form 990) 2014

Part VII

Page

3

Investments - Other Securities.
Complete if the organization answered "Yes" to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)

(b) Book value

(1) Financial derivatives
(2) Closely-held equity interests
(3) Other
(A) INVESTMENT IN SUBSIDIARY
(B)
(C)
(D)
(E)
(F)
(G)
(H)

9,844,124.

(c) Method of valuation:
Cost or end-of-year market value

FMV

9,844,124.
Investments - Program Related.
Complete if the organization answered "Yes" to 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

(a) Description of investment

(b) Book value

(c) Method of valuation:
Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 13.)

Part IX

Other Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description

(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 15.)

Part X

Other Liabilities.
Complete if the organization answered "Yes" to Form 990, Part IV, line 11e or 11f. See Form 990, Part X,
line 25.
(a) Description of liability

1.

(b) Book value

(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.)
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
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Schedule D (Form 990) 2014

Part XI
1
2
a
b
c
d
e
3
4
a
b
c
5

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" to Form 990, Part IV, line 12a.

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" to 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) 2014

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Supplemental Information (continued)

Schedule D (Form 990) 2014

Part XIII

45-3732750

Page

5

Schedule D (Form 990) 2014

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 Complete if the organization answered "Yes" to 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.

Grants and Other Assistance to Organizations,
Governments, and Individuals in the United States

or government

1 (a) Name and address of organization

WASHINGTON, DC 20062

46-2520293

36-1254650

46-2650593

27-2936085

45-2324423

45-4856743

45-1474973

45-2548548

52-1403587

75-3148958

26-2731617

45-2600535

(b) EIN

501(C)(4)

501(C)(6)

501(C)(4)

501(C)(4)

501(C)(4)

501(C)(4)

501(C)(4)

501(C)(4)

501(C)(4)

501(C)(4)

501(C)(4)

501(C)(4)

(c) IRC section
if applicable

100,000.

100,000.

95,000.

14,225,000.

5,745,000.

309,400.

50,000.

9,750,000.

100,000.

16,000,000.

2,367,500.

400,000.

grant

(d) Amount of cash
cash assistance

(e) Amount of non-

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(f) Method of valuation
(book, FMV, appraisal,
other)

120-0096939-0077672

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

ARLINGTON, VA 22203

(12) MAINSTREET GROWTH PROJECT

SPRINGFIELD, IL 62701

(11) ILLINOIS CHAMBER OF COMMERCE

COLORADO SPRINGS, CO 80908

(10) IACE ACTION

ARLINGTON, VA 22201

(9) GENERATION OPPORTUNITY

MCLEAN, VA 22102

(8) EVANGCHR4 TRUST

LOS ANGELES, CA 90017

(7) DR. JOSEPH WARREN INSTITUTE

GREENWOOD VILLAGE, CO 80111

(6) COLORADO WOMEN'S ALLIANCE

ARLINGTON, VA 22201

(5) CENTER FOR SHARED SERVICES TRUST

WASHINGTON, DC 20005

(4) AMERICANS FOR TAX REFORM

ARLINGTON, VA 22201

(3) AMERICANS FOR PROSPERITY

WASHINGTON, DC 20005

(2) AMERICAN ENERGY ALLIANCE

JSA

45-3732750

X Yes

No

GENERAL SUPPORT

GENERAL SUPPORT

GENERAL SUPPORT

GENERAL SUPPORT

GENERAL SUPPORT

GENERAL SUPPORT

GENERAL SUPPORT

GENERAL SUPPORT

GENERAL SUPPORT

GENERAL SUPPORT

GENERAL SUPPORT

GENERAL SUPPORT

(h) Purpose of grant
or assistance

Schedule I (Form 990) (2014)

(g) Description of
non-cash assistance

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered “Yes” to 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) AMERICAN COMMITMENT

2
3

Open to Public
Inspection

OMB No. 1545-0047

Employer identification number

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.

Part II

2

1

FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.
General Information on Grants and Assistance
Part I

Name of the organization

Department of the Treasury
Internal Revenue Service

(Form 990)

SCHEDULE I

 Complete if the organization answered "Yes" to 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.

Grants and Other Assistance to Organizations,
Governments, and Individuals in the United States

or government

1 (a) Name and address of organization

FAIRFAX, VA 22030

27-2244700

20-4681603

46-3507366

53-0045720

46-5123864

45-3763542

45-2686411

54-1564919

46-5130903

27-3120702

46-4660647

53-0116130

(b) EIN

501(C)(4)

501(C)(4)

501(C)(4)

501(C)(6)

501(C)(4)

501(C)(4)

501(C)(4)

501(C)(4)

501(C)(4)

501(C)(4)

501(C)(4)

501(C)(4)

(c) IRC section
if applicable

150,000.

1,000,000.

12,735,000.

2,000,000.

400,000.

3,000,000.

6,500,000.

250,000.

175,000.

6,000,000.

50,000.

4,895,000.

grant

(d) Amount of cash
cash assistance

(e) Amount of non-

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(f) Method of valuation
(book, FMV, appraisal,
other)

120-0096939-0077672

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

WASINGTON, DC 20002

(12) HERITAGE ACTION FOR AMERICA, INC.

WASHINGTON, DC 20036

(11) CLUB FOR GROWTH

ARLINGTON, VA 22201

(10) VETS FOR ECONOMIC FREEDOM TRUST

WASHINGTON, DC 20006

(9) U.S. CHAMBER OF COMMERCE

P.O. BOX 17422 ARLINGTON, VA 22216

(8) TREES OF LIBERTY INC

ARLINGTON, VA 22201

(7) TOHE, LLC (VETERANS FOR ECONOMIC FREEDOM TR

ARLINGTON, VA 22201

(6) THE LIBRE INITIATIVE

ALEXANDRIA, VA 22314

(5) THE 60 PLUS ASSOCIATION, INC.

WASHINTON, DC 20006

(4) RULE OF LAW DEFENSE FUND

ARLINGTON, VA 22201

(3) PR-DIST LLC (AMERICANS FOR PROSPERITY)

CINCINNATI, OH 45240

(2) OHIO FREEDOM PROJECT, INC.

JSA

45-3732750

X Yes

No

GENERAL SUPPORT

GENERAL SUPPORT

GENERAL SUPPORT

GENERAL SUPPORT

GENERAL SUPPORT

GENERAL SUPPORT

GENERAL SUPPORT

GENERAL SUPPORT

GENERAL SUPPORT

GENERAL SUPPORT

GENERAL SUPPORT

GENERAL SUPPORT

(h) Purpose of grant
or assistance

Schedule I (Form 990) (2014)

(g) Description of
non-cash assistance

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered “Yes” to 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) NATIONAL RIFLE ASSOCIATION INSTITUTE FOR LE

2
3

Open to Public
Inspection

OMB No. 1545-0047

Employer identification number

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.

Part II

2

1

FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.
General Information on Grants and Assistance
Part I

Name of the organization

Department of the Treasury
Internal Revenue Service

(Form 990)

SCHEDULE I

 Complete if the organization answered "Yes" to 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.

Grants and Other Assistance to Organizations,
Governments, and Individuals in the United States

COLORADO SPRINGS, CO 80920

or government

1 (a) Name and address of organization

501(C)(4)

501(C)(4)

501(C)(4)

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JSA

(c) IRC section
if applicable

125,000.

225,000.

885,000.

grant

(d) Amount of cash
cash assistance

(e) Amount of non-

3:19:21 PM

V 14-7.6F

(f) Method of valuation
(book, FMV, appraisal,
other)

120-0096939-0077672

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

20-0960855

54-1850126

20-0960855

(b) EIN

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

2
3

(12)

(11)

(10)

(9)

(8)

(7)

(6)

COLORADO SPRINGS, CO 80920

(3) CITIZENLINK

WASHINGTON, DC 20036

(2) SUSAN B ANTHONY LIST, INC.

(5)

45-3732750

X Yes

No

26.

GENERAL SUPPORT

GENERAL SUPPORT

ADVOCACY

(h) Purpose of grant
or assistance

Schedule I (Form 990) (2014)

(g) Description of
non-cash assistance

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered “Yes” to 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) CITIZENLINK

(4)

Open to Public
Inspection

OMB No. 1545-0047

Employer identification number

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.

Part II

2

1

FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.
General Information on Grants and Assistance
Part I

Name of the organization

Department of the Treasury
Internal Revenue Service

(Form 990)

SCHEDULE I

 (a) Type of grant or assistance

(b) Number of
recipients

(c) Amount of
cash grant

(d) Amount of
non-cash assistance
FMV, appraisal, other)

(e) Method of valuation (book,

(f) Description of non-cash assistance

Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

ALL GRANTS WERE MADE PURSUANT TO SPECIFIC GRANT

THE GRANT LETTERS ALSO CONTAINED A REVIEW AND MONITORING

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120-0096939-0077672

PROCEDURE WHICH REQUIRES REPORTS BY GRANTEE ON THE USE OF THE GRANT FUNDS

STATE LAW.

WOULD BE CONSIDERED POLITICAL OR LOBBYING ACTIVITIES UNDER FEDERAL OR

WOULD VIOLATE FEDERAL, STATE OR LOCAL LAWS, RULES OR REGULATIONS, OR THAT

PROHIBITIONS ON THE USE OF THE GRANT FUNDS, FOR EXAMPLE, ACTIVITIES THAT

LETTER AGREEMENTS, WHICH UNLESS OTHERWISE SPECIFIED, INCLUDED

ORGANIZATION'S GOALS.

GENERAL SUPPORT GRANTS TO THE ABOVE GRANTEES WHOSE ACTIVITIES ADVANCE THE

TO SUPPORT THE ORGANIZATION, AS OUTLINED ABOVE, THE ORGANIZATION PROVIDED

Part IV

2

Schedule I (Form 990) (2014)

Page

45-3732750

Supplemental Information. Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional
information.
SCHEDULE I, PART I, LINE 2

7

6

5

4

3

2

1

Part III

Schedule I (Form 990) (2014)

FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

 (a) Type of grant or assistance

(b) Number of
recipients

(c) Amount of
cash grant

(d) Amount of
non-cash assistance
FMV, appraisal, other)

(e) Method of valuation (book,

(f) Description of non-cash assistance

Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

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Part IV

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2

Schedule I (Form 990) (2014)

Page

45-3732750

Supplemental Information. Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional
information.
UPON REQUEST, AND RETURN OF ANY FUNDS USED IN VIOLATION OF THE AGREEMENT.

7

6

5

4

3

2

1

Part III

Schedule I (Form 990) (2014)

FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

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

Compensation Information

OMB No. 1545-0047

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Attach to Form 990.
Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.

Name of the organization

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 in 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 (e.g., 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 in line
1a?

Compensation committee
Independent compensation consultant
Form 990 of other organizations

a
b
6
a
b

8

9

X W ritten employment contract
Compensation survey or study

X Approval by the board or compensation committee

During the year, did any person listed in 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.

5

7

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 in 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" to line 5a or 5b, describe in Part III.
For persons listed in 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" to line 6a or 6b, describe in Part III.
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III
Were any amounts reported in 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" to line 8, did the organization also follow the rebuttable presumption procedure described in
Regulations section 53.4958-6(c)?

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

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V 14-7.6F

X
X
X

5a
5b

6a
6b

7

8
9

Schedule J (Form 990) 2014

JSA
4E1290 1.000

4a
4b
4c

120-0096939-0077672

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

Page

45-3732750
2

(i)

(i)

(ii)

(i)

(ii)

(i)

(ii)

(i)

(ii)

(i)

(ii)

(i)

(ii)

525,000.
0
50,000.
0
50,000.
0
200,000.
0
0
0
125,000.
0
50,000.
0
75,000.
0
300,000.
0
150,000.
0
70,000.
0

(ii) Bonus & incentive
compensation

V 14-7.6F

234,741.
0
191,748.
0
164,520.
0
141,503.
0
188,819.
0
213,242.
0
169,982.
0
139,015.
0
187,814.
0
232,396.
0
198,903.
0

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JSA
4E1291 1.000

16

15

14

13

12

11VICE PRESIDENT OF RESEARCH

MICHAEL ROMAN

(i)
(ii)

DOUGLAS PILERI

10EXECUTIVE VICE PRESIDENT

(ii)

(i)

9 VP MEMBER RELATIONS

MICHAEL LANZARA

(i)
(ii)

8 CHIEF FINANCIAL OFFICER

JOSH FISHER

(i)
(ii)

JONATHAN BLACK

(ii)

(i)

(ii)

(i)

(ii)

(i)

(ii)

(i)

(ii)

7 DIRECTOR OF RESEARCH

6 EXECUTIVE VICE PRESIDENT

JAMES DAVIS

5 CHIEF FINANCIAL OFFICER

DUSTIN PERRY

4 CHIEF OPERATING OFFICER

EMILY SEIDEL

3 DEP GEN COUNSEL/VP COMPLIANCE

DANIEL JORJANI

2 EXECUTIVE DIRECTOR

RICHARD RIBBENTROP

(i)
(ii)

MARC SHORT

1 DIRECTOR/PRESIDENT

(A) Name and Title
(i) Base
compensation

17,343.
0
18,554.
0
11,084.
0
11,084.
0
10,075.
0
12,462.
0
10,301.
0
7,778.
0
17,500.
0
9,231.
0
0
0

(C) Retirement and
other deferred
compensation

120-0096939-0077672

0
0
0
0
33.
0
163.
0
0
0
0
0
33.
0
0
0
21.
0
21.
0
0
0

(iii) Other
reportable
compensation

(B) Breakdown of W-2 and/or 1099-MISC compensation

17,117.
0
15,794.
0
17,668.
0
17,668.
0
15,182.
0
16,896.
0
17,457.
0
4,124.
0
4,338.
0
19,115.
0
17,474.
0

(D) Nontaxable
benefits

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

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

Schedule J (Form 990) 2014

794,201.
0
276,096.
0
243,305.
0
370,418.
0
214,076.
0
367,600.
0
247,773.
0
225,917.
0
509,673.
0
410,763.
0
286,377.
0

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

For each individual whose compensation must be reported in 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 are not 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.

Part II

Schedule J (Form 990) 2014

FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

 Page

45-3732750
3

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120-0096939-0077672

Schedule J (Form 990) 2014

Part III Supplemental Information
Complete this part to 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 (Form 990) 2014

FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

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

OMB No. 1545-0047

Noncash Contributions
Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Attach to Form 990.
Information about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.

Name of the organization

Employer identification number

FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.
Types of Property
Part I
(a)
Check if
applicable

1
2
3
4
5
6
7
8
9
10
11
12
13

14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29

Open To Public
Inspection

(b)
Number of contributions or
items contributed

45-3732750
(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
1.
84,721. MARKET VALUE
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
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 is not 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 non-standard
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 did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.

9088FA K922 11/16/2015 3:19:21 PM

X

31

X

32a

X

Schedule M (Form 990) (2014)

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 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

45-3732750

Schedule M (Form 990) (2014)

Part II

Page

2

Supplemental Information. Complete this part to 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) (2014)

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120-0096939-0077672

 SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ
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.

Name of the organization

OMB No. 1545-0047

Open to Public
Inspection

Employer identification number

FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

45-3732750

FORM 990, PART I, LINE 1
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 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.

FORM 990, PART III, LINE 1
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 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.
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Schedule O (Form 990 or 990-EZ) (2014)

120-0096939-0077672

 Schedule O (Form 990 or 990-EZ) 2014

Page

Name of the organization

2

Employer identification number

FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

45-3732750

FORM 990, PART VI, SECTION A, LINE 6
THE ORGANIZATION HAS BOTH VOTING 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 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
INTEREST POLICY.

LEGAL COUNSEL MEETS PERIODICALLY TO REVIEW THE POLICY

AND ANY POTENTIAL CONFLICTS, AS NEEDED.

Schedule O (Form 990 or 990-EZ) 2014

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120-0096939-0077672

 Schedule O (Form 990 or 990-EZ) 2014

Page

Name of the organization

2

Employer identification number

FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

45-3732750

FORM 990, PART VI, SECTION B, LINES 15A & B
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 EARNING OF SUBSIDIARY

(8,658,104)

Schedule O (Form 990 or 990-EZ) 2014

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 Schedule O (Form 990 or 990-EZ) 2014

Page

Name of the organization

2

Employer identification number

FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

45-3732750

ATTACHMENT 1
FORM 990, PART IX - OTHER FEES

DESCRIPTION

(A)
TOTAL
FEES

PROFESSIONAL CONSULTING FEES

8,038,419.

PROFESSIONAL FEES-FOCUS GROUPS

1,910,117.

PROFESSIONAL FEES-MEDIA PROD.

1,240,044.

PROFESSIONAL FEES-DIRECT MAIL

622,204.

PROFESSIONAL FEES-POLLING

553,598.

PROFESSIONAL FEES-IT

157,538.

PROFESSIONAL FEES-ONLINE SRVCS

148,830.

PROFESSIONAL FEES-RECRUITING

95,488.

PROFESSIONAL FEES-EQUIP MAINT

75,828.

PROFESSIONAL FEES-OTHER

69,031.

PROFESSIONAL FEES-SPEAKERS

61,129.

PROFESSIONAL FEES-WEBSITE

54,504.

PROFESSIONAL FEES-POLICY DEV.

50,000.

PROFESSIONAL FEES-TEMP HELP

49,553.

PROFESSIONAL FEES-DATA ACQUIS.

30,374.

PROFESSIONAL FEES-ADVERTISING

27,940.

PROFESSIONAL FEES-FIELD CONTR.
TOTALS

(C)
MANAGEMENT
AND GENERAL

(D)
FUNDRAISING
EXPENSES

2,500.
13,187,097.

Schedule O (Form 990 or 990-EZ) 2014

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(B)
PROGRAM
SERVICE EXP.

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 Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

(a)
Name, address, and EIN of related organization

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4E1307 1.000

0

DE
DE
DE
DE

RESEARCH
RESEARCH
MANAGEMENT

0

0

0

0

(d)
Total income

DE

(c)
Legal domicile (state
or foreign country)

PROJECTS
PUBLIC
OUTREACH
OUTREACH

(b)
Primary activity

FREEDOM PARTNERS

(f)
Direct controlling
entity

9,789,338. CHAMBER
FPCOC OF COMMERCE

FREEDOM PARTNERS

0 INNOVATION
ASI LLC LLC

AMERICAN STRATEGIC

45,943. CHAMBER
FPCOC OF COMMERCE

FREEDOM PARTNERS

LLC
9,820,461. GROUP
AEG LLC

AMERICAN ENTERPRISE

38,029. CHAMBER
FPCOC OF COMMERCE

(e)
End-of-year assets

45-3732750

Employer identification number

Open to Public
Inspection

OMB No. 1545-0047

3:19:21 PM

V 14-7.6F

(b)
Primary activity

(d)
Exempt Code section

120-0096939-0077672

(c)
Legal domicile (state
or foreign country)

(e)
Public charity status
(if section 501(c)(3))

Yes

No

(g)
Section 512(b)(13)
controlled
entity?

Schedule R (Form 990) 2014

(f)
Direct controlling
entity

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.

45-3739538
VA 22201
45-5230496
VA 22201
45-5456929
VA 22201
46-1130419
VA 22201
45-5230162
VA 22201

(a)
Name, address, and EIN (if applicable) of disregarded entity

Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

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

(7)

(6)

(5)

(4)

(3)

(2)

(1)

Part II

(6)

Attach to Form 990.

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.

(1) AMERICAN ENTREPRENEUR FUND LLC
2200 WILSON BLVD STE 102-391
ARLINGTON,
(2) AMERICAN STRATEGIES GROUP LLC
2200 WILSON BLVD STE 102-391
ARLINGTON,
(3) AMERICAN STRATEGIC INNOVATION LLC
2200 WILSON BLVD STE 102-391
ARLINGTON,
(4) THE MIC LLC
2200 WILSON BLVD STE 102-391
ARLINGTON,
(5) AMERICAN ENTERPRISE GROUP LLC
2200 WILSON BLVD STE 102-391
ARLINGTON,

Part I

45-3732750

Related Organizations and Unrelated Partnerships

FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

Name of the organization

Department of the Treasury
Internal Revenue Service

SCHEDULE R
(Form 990)

FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

 (a)
Name, address, and EIN of related organization

2200 WILSON BLVD STE 102-533 ARLINGTON, VA 22201

9088FA K922 11/16/2015

JSA
4E1308 1.000

(7)

(c)
Legal
domicile
(state or
foreign
country)
(d)
Direct controlling
entity

(e)
Predominant
income (related,
unrelated,
excluded from
tax under
sections 512-514)

OPERATING LLC

HOLDING COMPANY

CONSULTING

CONSULTING

HOLDING COMPANY

(b)
Primary activity

V 14-7.6F

45-3149158

45-3147042

46-3325739

46-3309110

46-3335308

3:19:21 PM

2300 CLARENDON BLVD, SUITE 800 ARLINGTON, VA 22201

(5) DEMETER ANALYTICS SERVICES, INC

2200 WILSON BLVD STE 102-533 ARLINGTON, VA 22201

(4) THOCO

2200 WILSON BLVD STE 102-533 ARLINGTON, VA 22201

(3) KNSLT INC.

2200 WILSON BLVD STE 102-533 ARLINGTON, VA 22201

(2) DBLDBL INC.

(6)

(b)
Primary activity
(f)
Share of total
income

(g)
Share of end-ofyear assets

(h)

Yes No

allocations?

Disproportionate

(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)

Yes No

General or
managing
partner?

THOCO

DBLDBL INC.

CAVHOCO, INC.

CAVHOCO, INC.

AMERICAN
STRATEGIES
GROUP
LLC
ASG

(d)
Direct controlling
entity

C-CORPORATION

C-CORPORATION

C-CORPORATION

C-CORPORATION

C-CORPORATION

(e)
Type of entity
(C corp, S corp, or
trust)

120-0096939-0077672

DE

DE

DE

DE

DE

Legal domicile
(state or foreign
country)

(c)

0

0

0

12,683,217.

16,791,923.

(f)
Share of total
income

2

controlled
entity?

(k)
Percentage
ownership

Page

Schedule R (Form 990) 2014

16,791,923. 100.0000 X

9,163,445. 100.0000 X

0 100.0000 X

9,654,648. 100.0000 X

13,180,429. 100.0000 X

Yes No

(g)
(h)
(i)
Share of
Percentage Section
512(b)(13)
end-of-year assets ownership

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.

(1) CAVHOCO, INC.

Part IV

(7)

(6)

(5)

(4)

(3)

(2)

(1)

(a)
Name, address, and EIN of
related organization

Part III

45-3732750

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.

Schedule R (Form 990) 2014

FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

 45-3732750

Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

9088FA K922 11/16/2015

JSA
4E1309 1.000

(6)

(5)

(4)

3:19:21 PM

V 14-7.6F

(b)
Transaction
type (a-s)

120-0096939-0077672

M

DEMETER ANALYTICS SERVICES, INC

(2)

(3)

B

CAVHOCO, INC.

(1)

(a)
Name of related organization

3

CASH PAYMENT

CASH PAYMENT

(d)
Method of determining
amount involved

X

X

X
X

X
X

X
X

X
X

X
X
X
X
X

X
X
X

X

Schedule R (Form 990) 2014

11,000,000.

17,502,228.

(c)
Amount involved

Page

Yes No

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.

1p
1q

1k
1l
1m
1n
1o

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)

k
l
m
n
o

p Reimbursement paid to related organization(s) for expenses
q Reimbursement paid by related organization(s) for expenses

1f
1g
1h
1i
1j

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)

1a
1b
1c
1d
1e

f
g
h
i
j

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)

Part V

Schedule R (Form 990) 2014

 45-3732750

Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.
Page

4

9088FA K922 11/16/2015

JSA
4E1310 1.000

(16)

(15)

(14)

(13)

(12)

(11)

(10)

(9)

(8)

(7)

(6)

(5)

(4)

(3)

(2)

(1)

(a)
Name, address, and EIN of entity

3:19:21 PM

Primary activity

(b)

V 14-7.6F

(c)
Legal domicile
(state or foreign
country)

Yes

No

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of
total income

120-0096939-0077672

(d)
Predominant
income (related,
unrelated, excluded
from tax under
sections 512-514)

(g)
Share of
end-of-year
assets

Yes No

allocations?

Disproportionate

(h)

Yes

No

(j)
General or
managing
partner?

(k)
Percentage
ownership

Schedule R (Form 990) 2014

(i)
Code V - UBI
amount in box 20
of Schedule K-1
(Form 1065)

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.

Part VI

Schedule R (Form 990) 2014

 FREEDOM PARTNERS CHAMBER OF COMMERCE, INC.

45-3732750

Schedule R (Form 990) 2014

Part VII

Page

5

Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see
instructions).

Schedule R (Form 990) 2014
4E1510 1.000

9088FA K922 11/16/2015 3:19:21 PM

V 14-7.6F

120-0096939-0077672