Return of Organization Exempt From Income Tax Under section 501(0). 527, or 4947(a)(1) of the Internal Revenue Code (except black lung Depmmem of the Treasury benefit trust or private foundation) Internal Revenue Service The organization may have to use a copy of this retum to satisfy state reporting requirements. A For the 2010 calendar year, or tax year beginning and ending giglilaiccagb 0 Name of organization Employer identification number E?itzfisi" PATRIOT MAJORITY USA Eiatfirge Doing Business retum Number and street (or P.0. box if mail is not delivered to street address) Roorri/suite Telephone number P.0. BOX 11714 510-457-8578 City or town, state or country, and ZIP 4 Gross receipts WASHINGTON I DC 2 0 0 8 H(a) Is this a group retum pending Name and address of principal officer:CR-AIG VA-ROGA for affiliates? IjYes No I SAME AS ABOVE H(b) Are all affiliates included? |:|Yes No I Tax-exempt status: 501(c)(3) LZQ 501(0) 4 )4 (insert no.) 4947(a)(1) or 527 If attach a list. (see Website: H(c) Group exemption number Form of organization: El C0rD0r3fi0" Trust Other? I Year of formation: 2 0 0 3| Slate of legal domicile: DC |P"a:rti gt) Summary 1 Briefly describe the organization's mission or most significant activities: ENCOURAGE A DI SCUSS ION OF ECONOMIC ISSUES IN THE UNITED STATES IN ORDER TO MAKE AMERICA 2 Check this box :1 if the organization discontinued its operations or disposed of more than 25% of its net assets. 3 3 Number of voting members of the governing body (Part VI, line 1a) 3 2 3 4 Number of independent voting members of the goveming body (Part VI, line 1b) 4 2 3 5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) 5 0 6 Total number of volunteers (estimate if necessary) 6 0 '5 7 a Total unrelated business revenue from Part column (C), line 12 7a 0 I Net unrelated business taxable income from Form 990-T, line 34 7b 0 7 5 Prior Year current Year 8 Contributions and grants (Part line 1hProgram service revenue (Part line 2g) 0 0 - CE 10 Investment income (Part column (A), lines Other revenue (Part column (A), lines 5. 6d, 8c, 90. 10c, and 11e) 0 - 0 - 12 Total revenue - add lines 8 through 11 (must equal Part column line 12Grants and similar amounts paid (Part IX. column (A), lines 1-Benefits paid to or for members (Part IX, column (A), line 4) rug 15 Salaries, other compensation. employee benefits (Part IX, column (A). lines 5-10) 22 16a Professional fundraising fees (Part IX, column (A). line He) Total fundraising expenses (Part IX, column (D), line 25Other expenses (Part IX, column (A), lines 11a--1 1d. 1 1 f-24f) 18 Total expenses. Add lines 13-17 (must equal %Revenue less expenses. Subtract line 18 from Beginning of current Year End of Year 20 Totalassets(PartX,line16) 8 2 1 1 155,911. 25,755. 21 Total liabilities (Part x, line 25Netassetsorfundbalanc I ractIine21l'o . 11:1 155I911- 25I755- Sig OQDFN amined this re urn, inc ing accomp I s'clTe'dules and statements, and to the best of my knowledge and belief, it is true, correcticer) is based on all information of which preparer has any i ate Sign Here CRAIG OGA PRES IDENT Type or print name and title Print/Type preparer's name Pr er's sig at D319 :1 Paid DAVID DONNELLY JM /4 /44 Firm's name GAINER DONNELLY DESROCHES I LLP Firm's EIN U88 00'! Firm's address 5 84 7 SAN FELIPE SUITE ll 0 0 HOUSTON, TX 77057 Phoneno. 713-621-3090 May the IRS discuss this retum with the preparer shown above? (see instructions032001 02-22-11 LHA For Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2010) SEE SCHEDULE 0 FOR ORGANIZATION MISSION STATEMENT CONTINUATION 0 79-13 i=orm99o 2010) PATRIOT MAJORITY USA 26-2495846 Page2 iillstatement of Program Service Accomplishments - Check if Schedule 0 contains a response to any question in this Part ill I: 1 4d 4a Total pgfim service expenses 032002 Briefly describe the organization's mission: PATRIOT MAJORITY USA (FORMERLY KNOWN AS AMERICAN ALLIANCE FOR ECONOMIC DEVELOPMENT 5 WAS FORMED TO ENCOURAGE A DI SCUSSION OF ECONOMIC I SSUES IN THE UNITED STATES IN ORDER TO MAKE AMERICA STRONGER AND PROMOTE OUR COUNTRY FUTURE ECONOMIC PROSPERITY Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or If 'Yes,' descnbe these new services on Schedule 0. Did the organization cease conducting. or make significant changes in how it conducts, any program services? If "Yes." describe these changes on Schedule 0. Descnbe the exempt purpose achievements for each of the organization's three largest program services by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. (Code: )(Expenses including grants )(Fievenue TO ENCOURAGE A PUBLIC DISCUSSION ABOUT ECONOMIC DEVELOPMENT IN THE [:|Yes LEI No l:|Yes LEI No UNITED STATES IN ORDER TO CREATE JOBS AND PROMOTE SOUND FISCAL POLICIES . (Code: (Expenses including grants (Revenue TO ENCOURAGE THE ADOPTION OF ECONOMIC AND FISCAL POLICIES THAT CREATE JOBS, IMPROVE SCHOOLS AND PROTECT AND IMPROVE THE WELFARE OF AMERICAN CITIZENS. (Code: (Expenses including grants of )(Revenue Other program services. (Descnbe in Schedule 0.) (Expenses including grants (Revenue Form 990 (201 0) 12-21-10 Form 990 (2010) A PATRIOT MAJORITY USA 26-2495846 Page3 [Part W_|Thecklist of Required Schedules Yes No 1 Is the organization descnbed in section 501(c)(3) or 4947(a)(1) (other than a pnvate foundation)? If 'Yes,' somplete Schedule A 1 2 is the organization required to complete Schedule B. Schedule of Contributors? 2 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If 'Yes, complete Schedule C, Part I 3 4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501 election in effect dunng the tax year? If 'Yes, complete Schedule C, Part II 4 5 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If 'Yes, complete Schedule C, Part 5 6 Did the organization maintain any donor advised funds or any similar funds or accounts where 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 6 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas. or historic structures? If 'Yes, complete Schedule D, Part ll 7 8 Did the organization maintain collections of WOFKS of art, histoncal treasures, or other similar assets? If 'Yes, complete Schedule D, Part 3 9 Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part or provide credit counseling, debt management. credit repair, or debt negotiation services? If 'Yes, complete Schedule D, Part IV 9 10 Did the organization, directly or through a related organization, hold assets in term, permanent, or quasi-endowments? If 'Yes, complete Schedule D, Part 10 11 If the organization's answer to any of the following questions IS "Yes." then complete Schedule D, Parts VI. VII. IX, or i as applicable. a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If 'Yes, complete Schedule D, Part vi 11a 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 1 1b 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 1 1c Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X. line 16? if 'Yes, complete Schedule D, Part IX 11d 9 Did the organization report an amount for other liabilities in Part X, line 25? If 'Yes, complete Schedule D, Part 11e 1 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 111 12a Did the organization obtain separate, independent audited financial statements for the tax year'? If 'Yes, complete Schedule D, Parts xi, Xll, and 123 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, Xll, and is optional 12b 13 Is the organization a school described in section If 'Yes, complete Schedule 13 14a Did the organization maintain an office, employees, or agents outside of the United States? 14a I: Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising. business, and program service activities outside the United States? If 'Yes, complete Schedule F, Parts I and IV 14b 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If 'Yes, complete Schedule F, Parts ll and IV 15 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? if 'Yes, complete Schedule F, Parts Ill and IV 16 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 17 18 Did the organization report more than $15,000 total of fundraising event gross income and contnbutions on Part lines 1c and Ba? it 'Yes, complete Schedule G, Part II 18 19 Did the organization report more than $15,000 of gross income from gaming activities on Part line 9a? If 'Yes, complete Schedule G, Part ill 19 20a Did the organization operate one or more hospitals? If 'Yes,' complete Schedule 20a If 'Yes' to line 20a, did the organization attach its audited financial statements to this retum? Note. Some Form 990 filers that gperate one or more hospitals must attach audited financial statements (see instructions) 20b Fonn 990 (2010) 032003 12-21-10 Forrn990(2010) PATRIOT MAJORITY USA 26--2495846 Page4 Par~t'IV Checklist of Required Schedules (continued) Yes No 21 Did the organization report more than $5,000 of grants and other assistance to govemments and organizations in the United States on Part IX, column (A), line 1? If 'Yes, complete Schedule I, Parts I and ll 21 22 Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If "Yes, complete Schedule I, Parts land Ill . 22 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, tmstees, key employees, and highest compensated employees? If 'Yes, complete Schedule 23 24a 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 go to line 25 243 Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 24b Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? 24c Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year'? 24d 25a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year'? If 'Yes, complete Schedule L, Pan' 1 25a 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 If 'Yes, complete Schedule L, Part I 251; 26 Was a loan to or by a current or fonner officer, director, trustee, key employee. highly compensated employee, or disqualified person outstanding as of the end of the organization's tax year? If 'Yes, complete Schedule L, Part ll 26 27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If 'Yes, complete Schedule L, Part Ill 27 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L. Part IV instructions for applicable filing thresholds, conditions, and exceptions): a A current or former officer, director, trustee. or key employee? If 'Yes, complete Schedule L, Part IV 28a A family member of a current or former officer, director, trustee, or key employee? If 'Yes, complete Schedule L, Part IV 28b An entity of which a current or former officer, director, trustee. or key employee (or a family member thereof) was an officer. director. trustee, or direct or indirect owner'? If 'Yes, complete Schedule L, Part IV 28c 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes, complete Schedule 29 30 Did the organization receive contributions of art, historical treasures. or other similar assets. or qualified conservation contributions? If 'Yes, complete Schedule 30 31 Did the organization liquidate, terminate, or dissolve and cease operations? If 'Yes, complete Schedule N, Part 31 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?lf 'Yes, complete Schedule N, Part ll 32 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301 .7701-2 and 301.7701-3? If 'Yes, complete Schedule Fl, Part I 33 34 was the organization related to any tax-exempt or taxable entity? If 'Yes,' complete Schedule H, Parts ll, IV, and V, line 1 34 is any related organization a controlled entity within the meaning of section 512(b)(13)? 35 a Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If 'Yes, complete Schedule B, Part V, line 2 I: Yes No 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If 'Yes, complete Schedule H, Part V, line 2 36 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If 'Yes, complete Schedule Fl, Part VI 37 38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 and 19? Note. All Fonn 990 filers are required to complete Schedule Form 990 (2010) oa2oo4 12-21-10 12-21-ID Form 990 (2o1o) PATRIOT MAJORITY USA Page 5 I Part Statements Regarding Other msfilings and Tax Compliance Check if Schedule 0 contains a response to any question in this Part Yes No 1a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable 1a 2 1 Enter the number of Forms W-2G included in line 1a. Enter 0- if not applicable 1b 0 Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? 1c_ ET -Z 2a Enter the number of employees reported on Fonn W-3, Transmittal of Wage and Tax Statements. filed for the calendar year ending with or within the year covered by this retum 2a 0 _l I If at least one is reported on line 2a. did the organization file all required federal employment tax retums? 2b Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions) 1 3a Did the organization have unrelated business gross income of $1,000 or more during the year? 3a If 'Yes,' has it filed a Form 990-T for this year? If 'No, provide an explanation in Schedule 0 3b 4a 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, secunties account, or other financial account)? 4a If 'Yes,' enter the name of the foreign country: See instructions for filing requirements for Form TD 90-22.1, Report of Foreign Bank and Financial Accounts. 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b If "Yes," to line 5a or 5b. did the organization file Form 5c 6a Does the organization have annual gross receipts that are normally greater than $100,000. and did the organization solicit any contributions that were not tax deductible? 6a If 'Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? 6b 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? 7a If 'Yes,' did the organization notify the donor of the value of the goods or services provided? 7b Did the organization sell, exchange, or othenivise dispose of tangible personal property for which it was required to file Form 8282? 7c If "Yes,' indicate the number of Forms 8282 filed during the year l_7d I i Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? 7e Did the organization. during the year, pay premiums, directly or indirectly, on a personal benefit contract? 7f If the organization received a contribution of qualified intellectual property. did the organization file Form 8899 as required? 7 If the organization received a contribution of cars, boats. airplanes, or other vehicles, did the organization file a Form 7h 8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year? 8 9 Sponsoring organizations maintaining donor advised funds. a Did the organization make any taxable distributions under section 4966? 9a Did the organization make a distribution to a donor. donor advisor, or related person? 9b 10 Section 501(c)(7) organizations. Enter: a Initiation fees and capital contributions included on Part line 12 10a i Gross receipts. included on Form 990, Part line 12, for public use of club facilities 10b 11 Section 501(c)(12) organizations. Enter: a Gross income from members or shareholders 11a I Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) 11b 12a section non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 12a If 'Yes,' enter the amount of tax-exempt interest received or accmed during the year I 12b 13 Section 501(c)l29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? 13a Note. See the instnictions for additional information the organization must report on Schedule 0. 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 I Enter the amount of reserves on hand 13c i 14a Did the organization receive any payments for indoor tanning services during the tax year? 14a If 'Yes,' has it filed a Form 720 to report these payments? If 'No, provide an explanation in Schedule 0 14b Form 990 (2010) 032005 Fonn 990 (2010) PATRIOT MAJORITY USA 26-2495346 Pagefi Part VI Governance, Management, and Disclosure For each 'Yes'response to lines 2 through 7b below, and fora 'No'response to line 8a, 81:, or 10b below, descnbe the circumstances, processes, or changes in Schedule 0. See instructions. Check if Schedule 0 contains a response to any question in this Part VI . . . . Section A. Goveming Body and Management Yes No 1a Enter the number of voting members of the goveming body at the end of the tax year 1a 2 Enter the number of voting members included in line 1a, above, who are independent 1b 2 2 Did any officer, director, tnistee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee'? 2 3 Did the organization delegate control over management duties customarily perfonned by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? 3 4 Did the organization make any significant changes to its goveming documents since the prior Fonn 990 was filed? 4 5 Did the organization become aware during the year of a significant diversion of the organization's assets? 5 6 Does the organization have members or stockholders? 6 7a Does the organization have members, stockholders, or other persons who may elect one or more members of the goveming body? 7a Are any decisions of the goveming body subject to approval by members, stockholders, or other persons?_ 7b 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: a The goveming body? 8a Each committee with authority to act on behalf of the goveming body? 8b 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 0 9 Section B. Policies (17115 Section 8 requests information about policies not required by the lntemal Revenue Code.) Yes No 10a Does the organization have local chapters, branches, or affiliates? 10:: If "Yes," does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? 10b 1 1a Has the organization provided a copy of this Form 990 to all members of its goveming body before filing the fomi? 1 1a Describe in Schedule 0 the process, if any, used by the organization to review this Form 990. 4 12a Does the organization have a written conflict of interest policy? If 'No, go to line 13 12a Are officers, directors or tnistees, and key employees required to disclose annually interests that could give rise to conflicts? 12b Does the organization regularly and consistently monitor and enforce compliance with the policy? If 'Yes, descnbe in Schedule 0 how this is done 12c 13 Does the organization have a written whistleblower policy? 13 14 Does the organization have a written document retention and destruction policy? 14 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? i a The organization's CEO, Executive Director, or top management official 15a Other officers or key employees of the organization . 15b If 'Yes' to line 15a or 15b, describe the process in Schedule 0. (See instructions.) i 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? 16a If 'Yes,' has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's exempt status with respect to such arrangements? 16b Section C. Disclosure 17 18 19 032006 List the states with which a copy of this Form 990 is required to be filed NONE Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (501 only) available for public inspection. Indicate how you make these available. Check all that apply. Own website Another's website Upon request Describe in Schedule 0 whether (and if so. how), the organization makes its goveming documents, conflict of interest policy, and financial statements available to the public. State the name. physical address, and telephone number of the person who possesses the books and records of the organization: CRAIG VAROGA - 510-457-8578 700 13TH ST, NW, SUITE 600, WASHINGTONForm 990 (2010) 12-21-10 Fonn 990 2010) PATRIOT MAJORITY USA 26--2495846 Page? mpensation of Officers, fiirectors, TTustees, KeTEmpIoyees, Highest 5ompensated Employees, and Independent Contractors Check if Schedule 0 contains a response to any question in this Part VII Section A. Officers, Directors, Trustees. Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. 0 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. 0 List all of the organization's current key employees, if any. See instructions for definition of "key employee." 0 List the organization's live currenthighest 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. 0 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. 0 List all of the organization's former directors or trustees that received, in the capacrty as a lonner 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 tmstees or directors, institutional tmstees; 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. (A) (B) (C) (D) (E) (F) Name and Title Average Position Reportable Reportable Estimated hours per (check all that apply) compensation compensation amount of week .5 from from related other (describe the organizations compensation hours for E: organization from the related 3 2 (W211 099-MISC) organization organizations -E ?3 and related in Schedule organizations CRAIG VAROGA JOE HOUSEHOLDER SECRETARY 2.00 0. 0. 0. BILL BURKE DIRECTOR 2.00 0. 0. 0. oa2oo7 12-21-10 F0071 990 (2010) Forrn990(2010L PATRIOT MAJORITY USA 26--2495846 Page8 Pa": A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) (B) (C) (D) (E) (F) Name and title P05iTi0n Reportable Reportable Estimated h0l-""5 Der (Check 3" that compensation compensation amount of week from from related other (describe the organizations compensation h?U'5 f0' 3 organization from the 'mated -E organization organizations 3. and related 2 organizations 0) 33 E5 5- 1b Sub-total 0 . 0 . 0 . Total from continuation sheets to Part VII. Section A 0 . 0 0 . Total (add lines Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organization 0 Yes No 3 Did the organization list any former officer. director or trustee, key employee. or highest compensated employee on line 1a? if 'Yes, complete Schedule for such individual 3 4 For any individual listed on line 1a, IS the sum of reportable compensation and other compensation from the organization i and related organizations greater than $150,000? If "Yes, complete Schedule for such individual 4 5 Did any person listed on line 1 a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? if 'Yes, complete Schedule 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 gga_riization. (A) (B) (Cl Name and business address Description of services Compensation SINCLAIR STRATEGIES 80 NORFOLK STREET, NEEDHAM, MA 02492 COMMUNICATIONS 114, 421. INDEPENDENT STRATEGIES PO BOX 17598 SUITE 911 BALTIMORE MD 21297MANAGEMENT 111 149 . 2 Total number of independent contractors (including but not limited to those listed above) who received more than I $100,000 in compensation from the organization 2 Form 990 (2010) 032008 12-21-10 i=orm99g(2o1o) PATRIOT MAJORITY USA 26--2495B46 Page9 [Part Statement of Revenue (A) (C) Total revenue Related or Unrelated excluded from exempt function business tax under revenue revenue -2.2 1 a Federated campaigns 1a 1 gg Membership dues 1b gfi Fundraising events 1c 2 A -51% Related organizations 1d 'g Govemment grants (contributions) 1e -3 1' All other contributions, gifts, grants, and 3 similar amounts not included above Noncash contributions Included In lines 1a-11" 5 ii 1 0" 5 5158747. Business Code _3 2 a EE 9 9' All other program service revenue 9 Total. Add lines 2a-2f 3 Investment income (including dividends, interest, and other similar amounts) 4 Income from investment of tax-exempt bond proceeds 5 Royalties Real (ii) Personal 6 a Gross Rents 1' Less: rental expenses Rental income or (loss) Net rental income or (loss) 7 a Gross amount from sales of Securities (ii) Other assets other than inventory Less: cost or other basis and sales expenses 5 Gain or (loss) Net gain or (loss) 8 a Gross income from fundraising events (not 5 including of contributions reported on line 1c). See 5 Part IV, line 18 a Less: direct expenses I Net income or (loss) from fundraising events 9 a Gross income from gaming activities. See Part IV, line 19 a . Less: direct expenses Net income or (loss) from gaming activities 10 a Gross sales of inventory, less returns 1 and allowances a Less: cost of goods sold Net income or (loss) from sales of inventory Miscellaneous Revenue Business Code a 11 a All other revenue 9 Total. Add lines 11a-11d 12 Total revenue. See instructionsForm 990 (2010) Form 99o(2o1o) MAJORITY USA 26--2495846 Page 10 Part'lX*| Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (8), (C), and (D). Do not include amounts re orted on lines 6bvan inn. 1 Grants and other assistance to governments and 7 organizations in the U.S. See Part IV. line Grants and other assistance to individuals in . the U.S. See Part IV. line 22 my 3 Grants and other assistance to governments. 3' "flags . organlzations. and indivlduals outside the S. See Part IV. [Ines 15 and 16 4 Benefits paid to or for members 0 2 5 Compensation of current officers. directors, trustees. and key employees 6 Compensation not included above. to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) 7 Other salaries and wages 3 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) 9 Other employee benefits 10 Payroll taxes 1 1 Fees for services (non-employees): a Management in Legal 45,503. 45,503. Accounting 6:018- 5:018- Lobbying 9 Professional fundraising services. See Part IV, line 17 Investment management fees Other 12 Advertising and promotion Office expenses lnforrnation technology 15 Royalties 16 Occupancy 2i500- 2.500- 17 Travel 4:111- 4:111- 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 covered above. (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25. column (A) amount. list line 24f expenses on Schedule 0.) . BUY 1,926,047. 1,926,047. 1, CONSULTING 165.743. 165.743. MANAGEMENT FEE 109,000. 109,000. NONPARTISAN GOTV PROGRA 74,744. 74,744. 9 WEBSITE EXPENSE 25.396. 25,396. 1' Allotherexpenses 15,359. 12,359. 4,000. 25 5,289,892. 4,915,090. 370,802. 4,000. 25 Joint costs. Check here El if following SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) ioint costs from a combined educational campaign and lundraislng solicitation . . . 032010 12-21-10 Form 990 (2010) 032011 12-21-10 Form 990 (2010) PATRIOT MAJORITY USA 26--2495846 Page 11 [fart Balance Sheet (A) (B) Beginning of year End of year 1 Cash - non-interest-bearing Savings and temporary cash investments 2 3 Pledges and grants receivable. net 3 4 Accounts receivable, net 4 5 Receivables from current and former officers. directors. trustees. key i employees, and highest compensated employees. Complete Part II AMA i of Schedule 5 6 Receivables from other disqualified persons (as defined under section 4958(l)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary i employees' beneficiary organizations (see instructions) 6 737 7 Notes and loans receivable. net 7 2 8 inventories for sale or use 8 9 Prepaid expenses and deferred charges 9 10a Land. buildings, and equipment: cost or other basis. Complete Part VI of Schedule 10a fi Less: accumulated depreciation 10b 10c 11 Investments - publicly traded securities 11 12 Investments - other securities. See Part IV, line 11 12 13 Investments - program-related. See Part IV, line 11 13 14 Intangible assets 14 15 Other assets. See Part IV, line 11 15 16 Total assets. Add lines 1 through 15 (must equal line 34Accounts payable and accrued expenses 17 18 Grants payable 18 19 Deferred revenue 19 20 Tax-exempt bond liabilities 20 3 21 Escrow or custodial account liability. Complete Part IV of Schedule 21 22 Payables to current and former officers, directors. trustees, key employees, 5'3 highest compensated employees. and disqualified persons. Complete Part II of Schedule 22 23 Secured mortgages and notes payable to unrelated third parties 23 24 Unsecured notes and loans payable to unrelated third parties 24 25 Other liabilities. Complete Part of Schedule 25 26 Total liabilities. Add lines 17 through Organizations that follow SFAS 1 17, check here and complete Ti 3 lines 27 through 29, and lines 33 and 34. A g_Aw 27 Unrestricted net assets 27 28 Temporarily restricted net assets 28 29 Permanently restricted net assets 29 ,3 Organizations that do not follow SFAS 117, check here and 3 complete lines 30 through 34. fl *2 30 Caprtal stock or pnncipal, or current funds 0 - 30 0 - 31 Paid-in or capital surplus. or land. building, or equipment fund 0 - 31 0 - 32 Retained eamings. endowment, accumulated income. or other funds Total net assets or fund balances Total liabilrties a_r1cl_r1et assets/fund balances Form 990 (2010) Form 990 (2010) PATRIOT MAJORITY USA Pal'! XI Reconciliation of Net Assets Check if Schedule 0 contains a response to any question in this Part XI 26--2495846 Page 12 l:l 1 Total revenue (must equal Part column (A). line 12Total expenses (must equal Part IX, column (A). line 25Revenue less expenses. Subtract line 2 from line Net assets or fund balances at beginning of year (must equal Part X, line 33. column Other changes in net assets or fund balances (explain in Schedule 0) 5 0 . 6 Net assets or fund balances at end of year Combine lines 3. 4. and 5 (must equal Part X, line 33, column Part Financial Statements and Reporting Check if Schedule 0 contains a response to any question in this Part XII 1 Accounting method used to prepare the Form 990. Cash Accrual Other If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule 0. 2a were the organization's financial statements compiled or reviewed by an independent accountant? Were the organization's financial statements audited by an independent accountant? 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 0. If 'Yes' to line 2a or 2b. check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both: Separate basis Consolidated basis Both consolidated and separate basis 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular 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 0 and describe any steps taken to undergo such audits Yes No 2c 3a 3b 032012 12-21-10 Fon'n 990 (2010) SCHEDULE 0 Political Campaign and Lobbying Activities (Form 990 or 990-EZ) For Organizations Exempt From Income Tax Under section 501(c) and section 527 I Depanmeniai the Treasury Complete if the organization is described below. Attach to Form 990 or Form 990-E2. km Imam' Revenue Sm." See separate instructions. If the organization answered "Yes," to Form 990, Part IV, line 3, or Form 990-EZ. Part V. line 46 (Political Campaign Activities), then 0 Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C. 0 Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and below. Do not complete Part I-B. 0 Section 527 organizations. Complete Part I-A only If the organization answered "Yes," to Form 990, Part IV, line 4, or Form 990-EZ, Part VI. line 47 (Lobbying Activities), then 0 Section 501(c)(3) organizations that have filed Form 5768 (election under section 501 Complete Part II-A. Do not complete Part ll-B. 0 Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part ll-B. Do not complete Part II-A. If the organization answered "Yes," to Form 990, Part IV, line 5 (Proxy Tax), or Form 990-E2, Part V. line 35a (Proxy Tax), then 0 Section 501(c)(4). (5). or (6) organizations: Complete Part Name of organization Employer identification number PATRIOT MAJORITY USA 26--2495846 [Part I-A) Complete if the organization is exempt under section 501(c) or is a section .527 organization. 1 Provide a of the organization's direct and indirect political campaign activities in Part IV. 2 Political expenditures Volunteer hours 0 . IT3art Complete if the organization is exempt under section 501 1 Enter the amount of any excise tax incurred by the organization under section 4955 2 Enter the amount of any excise tax incurred by organization managers under section 4955 3 If the organization incurred a section 4955 tax. did it file Fonn 4720 for this year? I: Yes l__J No 4a Was a correction made? :1 Yes No If "Yes," describe in Part IV. Part Complete if the organization is exempt under section 501 except section 501 1 Enter the amount directly expended by the filing organization for section 527 exempt function activities Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL. |ine17b 1.907.252- 4 Did the filing organization file Form 1120-POL for this year? Ll Yes No 5 Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization made payments. For each organization listed, enter the amount paid from the filing organization's funds. Also enter the amount of political contributions received that were and directly delivered to a separate political organization. such as a separate segregated fund or a political action committee (PAC). If additional space is needed. provide information in Part IV. Name Address EIN Amount paid from Amount of political filing organization's contnbutions received and funds. If none. enter -0-. Proml-WY and direct')! delivered to a separate political organization. If none. enter 0-. COLORADO FREEDOM FUND DENVER, CO 80251 27--2995908 95,000. 0. For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. i_i--iA SEE PART IV FOR CONTINUATION Schedule (Form 990 or 990-E2) 2010 032041 02-O2-1 1 Schedule 0 Form 990 or 990. 2010 PATRIOT MAJORITY USA (election under section 501(h)). A Check 5 IJ if the filing organization belongs to an affiliated group. Check 5 if the filing organization checked box A and "limited control' provisions apply. Limits on Lobbying Expenditures group (The term "expenditures" means amounts paid or incurred.) 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 in both columns. It the amount on line 1e, column or is: The lobbying nontaxable amount is: 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. 3 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. -OIGQOUE 9 Grassroots nontaxable amount (enter 25% of line 1f) Subtract line 1g from line 1a. If zero or less, enter -0- I Subtract line 1f from line 1c. If zero or less, enter -0- If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year'? . Yes I: No 4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 2a through 2f on page 4.) Lobbying Expenditures During 4-Year Averaging Period Calendar year 2010 (or fiscal year beginning in) (meow 03,2008 (C) 2009 ota 2a Lobbying nontaxable amount Lobbying ceiling amount (150% of line 2a, coIumn(e)) Total lobbying expenditures Grassroots nontaxable amount Grassroots ceiling amount (150% of line 2d, column Grassroots lobbmg expenditures Schedule (Form 990 or 990-E2) 2010 032042 02-02-11 2010 PATRIOT MAJORITY USA 26--2495846 Page3 iled Form 5768 (election under section 501(h)). (al lb) Yes No Amount 1 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 10? 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? If "Yes." describe in Part IV Total. Add lines 1c through 1i Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? I 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'? I |Part Ill-A] Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section I0 9) 0 501(c)(6). Yes No 1 Were substantially all (90% or more) dues received nondeductible by members? 1 2 Did the organization make only in-house lobbying expenditures of $2.000 or less? 2 3 Did tge organization agree to carryover lobbyinggd political expenditures from tt_ie prior year? 3 |Part Complete if the organization is exempt under section 501(c)(4), section 501(cW?, or section 501(c)(6) if BOTH Part Ill-A, lines 1 and 2 are answered "No" OR if Part line 3 is answered |IYes. ll 1 Dues. assessments and similar amounts from members 1 2 Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid). a Current year 2a Carryover from last year 2b Total 2c 3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues 3 4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? 4 5 T_axable amount of lobbying and political expenditures (see instructions) 5 [Part IV Supplemental Information Complete this part to provide the descriptions required for Part I-A. line 1; Part I-B. line 4; Part I-C. line 5; and Part ll-B. line 1i. Also, complete this part for any additional information. PART I-A, LINE 1: EXPENDITURES AND GRANTS FOR ISSUE ADVOCACY TO EDUCATE VOTERS ON CANDIDATES VIEWS . PART I-C CONTINUATION FOR INCOMPLETE INFORMATION: COLORADO FREEDOM FUND Schedule 0 (Form 990 or 990-EZ) 2010 032043 o2-02-11 Schedule (Form 990 or 990-EZ) 2010 PATRIOT MAJORITY USA Piift IV Supplemental Information (continued) "3165 WAXBERRY WAY DENVER, co 80251 25-2495845 Pagfi 032044 02-02-11 Schedule 0 (Form 990 or 990-EZ) 2010 338 SEN. Sam dam .8 m:o_uu:bm:_ o5 own .uo=oz COBDSDOE . .wnE:c . A EoEEm>om ucm 8:0. 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