1* LS 333 80811111187? 01:21? 1? Form 9 CHANGE IN ACCOUNTING PERIOD 90 Do not enter seeial security numbers on this form as it may be made Department of the Treasury lntemal Revcn A For the 2016 calendar year. or tax year beginning Information about Form 990 and its instructions IS at gov/fa 04/01. 2016, and ending up bemce Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) public rm990 OMB No 1545-0047 Open to Public Inspection 12/31. 20 16 Check if applicable Addf?s change Name cha rige initial 1 Final return! Name oforganization FREEDOM PARTNERS INSTITUTE, Domg busmess as Employer identi?cation number 47?3438079 Number and street (or 0 box ifmail IS not delivered to street address) 2200 BLVD, STE 102-533 Roomlsune clun Telephone number 858?2958 (571) City or town, state or province, country. and ZIP or foreign postal code terminated farm?? ARLINGTON, VA 22201-5426 GGrossreceipts$ 14, 217 858 . ADDIIWIOH Name and address of of?cer ROBERT HEATON H(a) '5 return for Yes No ?Mm subordinates? 2200 WILSON BLVD, STE 102?533 ARLINGTON, VA 22201 H(b) Are allsubordlnateslndi?edVB Yes No i Tax-exempt status i i 501(c)(3) Ll 501(c)( 1 (insert no) I 4947(a)(1)or 527 if "No.'allachalist (see instructions) Website? . FREEDOMPARTNERS INSTITUTE . ORG H(c) Group exemption number Form of organization i i Corporationi_iTrusti i Assomation i Other WYear of formation 2015iTVi State of legal domtcde DE. WSummary 1 Briefly describe the organization?s or most Significant actiwties FREEDOM PARTNERS INSTITUTE SEEKS TO 3 EDUCATE AND CONDUCT PROGRAMS AND FUND INITIATIVES AIMED AT RESEARCHING, ANALYZ AND PUBLICIZING A RANGE OF (SEE SCHEDULE 0) 2 Check this box 1f the organization discontinued '13 operations or disposed of more than 25% of its net assets 8 3 Number of voting members of the governing body (Part VI. line1a) 3 . ?3 4 Number of independent voting members of the governing body (Pan VI line 1b) 4 . 5 Total number of indiwduals employed in calendar year 2016 (Part line 23) 5 0 . (5mg 6 Total number of volunteers (estimate if necessary) 6 . 7a Total unrelated busmess revenue from Part column (C) tine 12 7a 0 . Net unrelated busmess taxable Income from Form 990 line 34 7b 0 . by $21.3 Prior Year Current Year 8 ContribuIIOns and grants (Perl line1h) 12, 130, 486. 8,065, 166. 9 Program serwce revenue (Part line 29) . . 10 Investment Income (Part column (A) lines Other revenue (Part column (A) lines 5 66 SC SC 10c and 11e) . . 12 Total revenue - add lines 8 through 11 (must equal Part column (A), line 12) 12 1 33 938 8 36]. 60'] . 13 Grants and Similar amounts paid (Part IX. column (A), lines 1-Benefits paid to or for members (Part IX, column (A), line 4) . . :3 15 Salaries. other compensation. employee benefits (Part IX, column (A), lines 5-10) 0 . 0 . 16a Professmnal fundraismg fees (Part IX, column (A), tine 11e) . 0 . E) Total fundraismg expenses (Part IX, column (D). line 25) 0 . 17 Other expenses (Part IX. column (A). lines 11a-11d, 11f?24e856,354 . 8,398, 703. 115mm Subtract line 18from Iine12 6,277,584. ?37,102. Beginning of Current Year End of Year 15118.31? 6,297,736. 6,323,890. 1 . I21N80i2181l5? liabilities (Partx, 26) 20,1 52. 85, 373. 22 NetjssetS' nd? baianc?s Subtract line 21 from line 20 5 27 7 I 584- 6 I 238 i 517- HEM enury. derlare that I have examined this return including accompanying schedules and statements. and to the best oi my knowledge and belief. It Is Correct, and complete Declaration of preparer (other than 13 based on all inlormatlon of which preparer has any knowledge . 1:217 Slg? Signature olo?icer Dale Here ROBERT HEATON TREASURER Type or print name and title preparers name If UFO Date Checki PTIN :a?da MICHAEL ENGLE 1 ll 7 ?iseH-emproyed P00482834 re rer - UsepOnIy F'rmls name LLP FinnFirm?s address P1201 MLRUT, some 1700 KJNSAS 64106?2246 Phone no 816 221*6300 May the IRS discuss this return With the preparer shown above? (see instructions) Ii) Yes I No For Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2016) JSA 6E1010 1 1300 3416KU K922 111,13/2017 10:55:06 AM 1165299 5:6 \1'0 FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Form 990 (2016) page 2 Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part 1 Briefly describe the organization's missmn. FREEDOM PARTNERS INSTITUTE SEEKS TO EDUCATE AND CONDUCT PROGRAMS AND FUND INITIATIVES AIMED AT RESEARCHING, ANALYZING, AND PUBLICIZING A RANGE OF BROAD SOCIAL AND ECONOMIC ISSUES AFFECTING THE NATION AND THE WELL-BEING OF EVERY AMERICAN. 2 Did the organization undertake any Significant program services during the year which were not listed on the pnor Form 990 or Eran-ErP Yes No If "Yes," describe these new serVIces on Schedule 0 3 Did the organization cease conducting, or make Significant changes in how It conducts, any program sewices? Yes No If "Yes,? describe these changes on Schedule 0 4 Describe the organization's program sewice accomplishments for each of its three largest program servnces. as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are requ1red to report the amount of grants and allocations to others. the total expenses, and revenue, if any, for each program semce reported 4a (Code. )(Expensess 8 359 850_ including grants of$ a 055 000 )(Revenue$ 0 EDUCATING THE PUBLIC ON A RANGE OF BROAD SOCIAL AND ECONOMIC ISSUES AFFECTING THE NATION AND THE OF EVERY AMERICAN BY ISSUING GRANTS TO OTHER NOT FOR PROFIT 501 (C) (3) ORGANIZATIONS WHOSE ACTIVITIES ARE CONSISTENT WITH THE MISSION OF FREEDOM PARTNERS INSTITUTE. 4b (Code' (Expenses including grants of (Revenue 4c (Code' )(Expenses 5 Including grants of (Revenue 4d Other program serwces (Describe in Schedule 0 (Expenses including grants of (Revenue 4e Total program servace expenses 8 359, 850. Jeg?ozomoo Form 990 (2016) 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299 FREEDOM PARTNERS INSTITUTE, INC. 47?3438079 Form 990 (2015) Page 3 Checklist of Required Schedules Yes No 1 Is the organIzation In sectIon 501(c)(3) or 4947(a)(1) (other than a private foundatIon)? If "Yes," complete Schedule A 1 2 Is the organIzation reqwred to complete Schedule B, Schedule of Contnbutors (see Instructions)? 2 3 the organIzatIon engage In dIrect or IndIrect poIItIcal campaIgn actIVItIes on behalf of or in opposntlon to candidates for publIc of?ce? If "Yes," complete Schedule C, Partl 3 4 Section 501(c)(3) organizations. the organIzatIon engage In IobbyIng actIVIties, or have a sectlon 501 electIon In effect durIng the tax year? If "Yes," complete Schedule C, Part II 4 5 Is the organIzatIon a section 501(c)(4). 501(c)(5), or 501(c)(6) organIzatIon that receres membershIp dues, assessments, or simIIar amounts as de?ned In Revenue Procedure 98-19? If "Yes," complete Schedule C, Part 5 6 Old the organIzatIon maIntaIn any donor adVIsed funds or any SImilar funds or accounts for which donors have the rIght to prowde adVIce on the dIstrIbutIon or investment of amounts in such funds or accounts!7 If "Yes, complete Schedule D, Part I 6 7 Old the organIzatIon recere or hold a conservatIon easement, includIng easements to preserve open space, the enVIronment, hIstorIc land areas, or hIstoric structures? If "Yes," complete Schedule D, Part II 7 8 the organIzation maIntain collectIons of works of art, hIstorIcal treasures, or other assets? If "Yes," complete Schedule D, Part 8 9 the organIzation report an amount In Part X, We 21, for escrow or custodIaI account lIabIlIty, serve as a custodian for amounts not listed In Part or prowde credIt counseIIng, debt management, credIt repaIr, or debt negotIatIon serv1ces? If "Yes," complete Schedule D, Part IV 9 10 Did the organIzatIon, directly or through a related organIzatIon, hold assets In tern porarIIy restrIcted endowments, permanent endowments, or queen?endowments? If "Yes," complete Schedule D, Part 11 If the organIzatIon?s answer to any of the folIowmg questIons is "Yes," then complete Schedule D, Parts VI. VII, IX, or as appIIcable a the orgamzation report an amount for land, buildings, and eqUIpment In Part X, Me 10? If "Yes," complete Schedule D, Part VI 11a the organIzatIon report an amount for Investments-other securItIes In Part X, 12 that Is 5% or more of Its totaI assets reported In Part X, We 16'? If "Yes," complete Schedule D, Part VII 11b the organIzatIon report an amount for Investments-program related In Part X, Me 13 that Is 5% or more of Its total assets reported In Part X, IIne 16?? If "Yes," complete Schedule D, Part 11c the organIzation report an amount for other assets in Part X, Me 15 that Is 5% or more of Its total assets reported In Part X. Me 16? If "Yes," complete Schedule D, Part IX 11d the organIzatIon report an amount for other lIabIlItIes In Part X, Me 25'? If "Yes," complete Schedule D, PartX 11e the organIzatIon's separate or consoIIdated fInancIaI statements for the tax year Include a footnote that addresses the organIzatIon's lIabIlIty for uncertaIn tax posmons under FIN 48 (ASC 740)? If "Yes, complete Schedule D, Part 11f 12a the organIzatIon obtaIn separate. Independent audIted fInancIaI statements for the tax year? If "Yes," complete Schedule D, Parts XI and 12a Was the organIzatIon Included In consoIIdated, independent audIted fInanCIaI statements for the tax year? If "Yes, and If the organIzatIon answered "No" to line 12a, then completrng Schedule D, Parts XI and XII Is optronal . 12b 13 Is the organIzatIon a school descrIbed In sectIon If "Yes," complete Schedule 13 14a the organIzatIon maIntain an of?ce. employees, or agents outSIde of the United States? 14a 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 $1 00,000 or more? If "Yes," complete Schedule F, Parts land IV 14b 15 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? lf "Yes," complete Schedule F, Pan?s II and IV 15 16 Did the organIzatIon report on Part IX. column (A), Me 3, more than $5,000 of aggregate grants or other aSSIstance to or for foreIgn IndIVIduaIs? If "Yes,?complete Schedule F, Parts Ill and IV 16 17 the organIzatIon report a total of more than $15,000 of expenses for professmnal fundraIsmg serVIces on Part IX. column (A), IInes 6 and Me? If ?Yes,"complete Schedule G, Part (see InstructIons) 17 18 Old the organIzatIon report more than $15,000 total of fundraIsmg event gross Income and contrIbutIons on Part lines 10 and 8a? If "Yes," complete Schedule G, Part II 18 19 the organIzatIon report more than $15,000 of gross Income from gamIng actIVItIes on Part IIne 9a? If "Yes,? complete Schedule G, Part 19 JSA 6E1021 1 000 3416KU K922 11/13/2017 10:55:06 AM l6?7.6F 1165299 Form 990 (2016) FREEDOM PARTNERS INSTITUTE, INC. 47?3438079 Form 990 (2016) Page 4 Checklist of Required Schedules (continued) Yes No 20a Did the organization operate one or more hospital faculties? If "Yes," complete Schedule 20a If "Yes" to line 20a, did the organization attach a copy of Its audited finanCIal statements to this return? 20b 21 Did the organization report more than $5.000 of grants or other aSSistance to any domestic organization or domestic government on Part IX, column (A), line 1? If "Yes,"complete Schedule I, Parts I and It 21 22 Did the organization report more than $5,000 of grants or other a35istance to or for domestic indiwduals on Part lX, column (A), line 2? ll "Yes," complete Schedule I, Pan?s and Ill 22 23 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 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 25a 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? 246 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), 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, Partl 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 lf "Yes," complete Schedule L, Part I 25b 26 Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part ll 25 27 Did the organization provide a grant or other a55istance 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 27 28 Was the organization a party to a busmess transaction With one of the followmg 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 lV 283 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 286 29 Did the organization receive more than $25,000 in non~cash contributions? lf "Yes,"complete Schedule M. . . . 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? lf "Yes," complete Schedule N, Partl 31 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "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? lf "Yes,"complete Schedule R, Partl 33 34 Was the organization related to any tax-exempt or taxable entity? lf "Yes," complete Schedule R, Part ll, or IV, and Part V, line 1 34 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? 353 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)? lf ?Yes,"complete Schedule R, Part V, line 2 35b 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes,"complete Schedule R, Part V, line 2 36 37 Did the organization conduct more than 5% of its activmes 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 37 38 Did the organization complete Schedule 0 and prowde explanations in Schedule 0 for Part VI, lines 11b and 19? Note. All Form 990 filers are reqwred to complete Schedule 0 38 Fon'n 990 (2016) JSA GE 1030 1 000 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299 FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Form 990 (2016) Page 5 Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule 0 contains a response or note to any line in this Part I Yes No Enterthe number reported In Box 3 of Form 1096 Enter -0- if not applicable 1a 1 Enter the number of Forms W-ZG included in line 13 Enter 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? 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending With or Within the year covered by this returnleast one is reported on line Za, 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) 3a Did the organization have unrelated busmess gross income of $1 .000 or more during the year? If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provrde an explanation in Schedule 0 At any time during the calendar year, did the organization have an interest in, or a Signature or other authority over, a Manual account in a foreign country (such as a bank account, securities account, or other finanCIal account)? If "Yes,? enter the name of the foreign country: See instructions for filing reqmrements for Form 114, Report of Foreign Bank and FinanCIaI Accounts (FBAR) - 5a 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 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization what any contributions that were not tax deductible as charitable contributions? 6a If "Yes," did the organization include With every soIiCItation an express statement that such contributions or gifts were not tax deductible? 5b 7 Organizations that may receive deductible contributions under section 170(c). *2 a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods i and serVices prowded to the payor? 7a If "Yes," did the organization notify the donor of the value of the goods or serVices provrded? 7b Did the organization sell, exchange, or otherWise dispose of tangible personal property for which it was reqUIred to file Form 8282? 7f: . If "Yes," indicate the number of Forms 8282 filed during the year 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 requ:red? 79 If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 8 Sponsoring organizations maintaining donor advised funds. Did a donor adVIsed fund maintained by the sponsoring organization have excess busmess holdings at any time during the year? 3 9 Sponsoring organizations maintaining donor advised funds. ?lg?z? a Did the sponsoring organization make any taxable distributions under section 4966? 9a Did the sponsoring organization make a distribution to a donor. donor adwsor, or related person? 9b 10 Section 501(c)(7) organizations. Enter" a Initiation fees and capital contributions included on Part line 12 103 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 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 4947(a)(1) non-exempt charitable trusts. is the organization filing Form 990 in lieu of Form 1041? 123 If ?Yes," enter the amount of tax-exempt interest received or accrued during the year 12b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. w- a Is the organization licensed to issue quali?ed health plans in more than one state? 13a Note. See the instructions 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 quali?ed health plans 13b Enter the amount of reserves on hand 13? . 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 JSA BE 1040 1 000 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299 Form 990 (2016) Form 990 (2016) FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 pages Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No? response to line 8a, so, or 10b below, describe the circumstances, processes, or changes in Schedule 0. See instructions Check if Schedule 0 contains a response or note to any line in this Part VI Section A. Governing Body and Management 1a Enter the number of voting members of the governing body at the end of the tax year 1a 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 0 Enter the number of voting members included In line 1a, above, who are independent 1b 0 2 Did any officer, director, trustee, or key employee have a family relationship or a busmess 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? . . 3 4 Did the organization make any Significant changes to its governing documents Since the prior Form 990 was filed? 4 5 6 0 Did the organization become aware during the year of a significant diver5ion 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? . 7a Are any governance 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 followmg a The governing body? 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 mi?g address? it "Yes," prowde the names and addresses in Schedule 0 9 Section B. Policies (This Section 8 requests information about policies not required by the Internal Revenue Code.) Yes No 10a Did the organization have local chapters, branches, or affiliates? I 103 if "Yes," did the organization have written pOiiCleS and procedures governing the activmes of such chapters, affiliates, and branches to ensure their operations are con3istent With the organization's exempt purposes? . . . 10b 11a Has the organization prowded a complete copy of this Form 990 to all members of its governing body before filing the form? . 11a Describe in Schedule 0 the process, if any, used by the organization to rev1ew this Form 990 ?lm- fieJ 12a Did the organization have a written conflict of interest policy? if go to line 13 123 Were officers, directors, or trustees, and key employees reqwred to disclose annually interests that could give rise to conflicts? . 12" Did the organization regularly and con5istent y monitor and enforce compliance With the policy? If "Yes,? describe in Schedule 0 how this was done i 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 followmg persons include a rewew and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and de0i5ion? a The organization's CEO, Executive Director, ortop management of?CIai 15a Other officers or key employees of the organization 15b it "Yes" to line 15a or 15b, describe the process in Schedule 0 (see instructions). 16a Did the organization invest in, contribute assets to, or partiCIpate in a iomt venture or similar arrangement with a taxable entity during the yeai?? 163 If "Yes," did the organization follow a written policy or procedure requmng 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? 16b Section C. Disclosure 17 List the states With which a copy of this Form 990 is reqwred to be ?led 18 Section 6104 reqUires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available for public inspection Indicate how you made these available Check all that apply. Own webSIte CI Another's webSIte Upon request [3 Other (explainrn Schedule 0) 19 Describe in Schedule 0 whether (and if so, how) the organization made its governing documents, conflict of interest policy, and Manual statements available to the public during the tax year. 20 State the name, address, and telephone number of the person who possesses the organization's books and records:> DAVID LANGHAIM 2200 WILSON BLVD, STE 102-533 ARLINGTON, VA 22201 571-858-2958 359,25? 4% . .31 . 5510421000 orm 990(2016) 3416KU K922 11/13/2017 10:55:06 AM l6?7.6F 1165299 FREEDOM PARTNERS INSTITUTE, INC. 47?3438079 page? Compensation of Of?cers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule 0 contains a response or note to any line in this Part VII I: 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 de?nition of ?key employee 0 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. 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 capaCity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations Form 990 (2015) Part VII List persons in the followmg order. indivrdual 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) (B) P?5m?n (D) (E) (F) Name and Title Average (do "0t more than One Reportable Reportable Estimated hours per box. unless person IS both an compensation compensation from amount of week (list any of?cer and a from related other hours for 5 5 a, I the organizations compensation related a a g? 2 13?; ?5 organization from the organizations 3; g. 2? 3 organization below dotted 9, :8 8 and related line) ,3 r27 3 organizations 3 HOLDEN 1 . 00 PRESIDENT 50.00 0. 0. 0. SEIDEL 1.00 DIRECTOR 50.00 0. 404,784. 37,061. FISHER 5_00 TREASURER 50.00 0. 224,264. 7,632. STRAUSS 5.00 SECRETARY 50.00 0. 352,606. 31,337. HEATON 5 . 00 TREASURER 50.00 0. 245,094. 16,658. (5) (7) (8) (9) (10) (11) (12) (13) (14) JSA Form 990 (2016) 6E1041 1000 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299 FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Form 990 (2016) Page 8 Part VII Section A. Of?cers, Directors, Trustees, Ke Employees, and Hi hest Compensated Employees (continued) (B) (C) (D) (E) (F) Name and title Average Position Reportable Reportable Estimated hours per (do not check more than one compensation compensation from amount of week (?51 any box. Unless person IS both an from related other hours 10, of?cer and a director/trustee) the organizations compensation related a a .3. 5? 31 organization fr?m the organizations 5?3 a a (33 a organization below dotted 5 3 and related line) 9? 3 ii: .2 ?3 organizations SUb-tOtal 0. 1,226,748. 92,688- Total from continuation sheets to Part VII, Section A 0 - . 0 . dTota (addlines1band1c) 0. 1,226,748. 92,688. 2 Total number of IndiVlduaIS (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 0 3 Did the organization list any former officer, director, or trustee, key employee. or highest compensated aw? employee on line 13'? If "Yes," complete Schedule for such indiwdual 3 4 For any indiwdual listed on line 1a, is the sum of reportable compensation and other compensation from the I 1? organization and related organizations greater than $150,000? If "Yes," complete Schedule for such lndiwdual 4 5 Did any person listed on line 13 receive or accrue compensation from any unrelated organization or indiwduai for serwces 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 organization Report compensation for the calendar year ending With or Within the organization's tax year. (A) (B) (C) Name and busmess address Description of semces Compensation 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization 0 . ?12055 2 000 Form 990 (2016) 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299 Form 990 (2016) Part Statement of Revenue FREEDOM PARTNERS INST I TUTE INC . 47?3438079 Page 9 in (A) Total reven ue (BI Related or exempt function revenue (C) Unrelated busrness revenue Check IfScheduleOcontaInsaresponse or note to Part . . . . . . . . . . . . . . . . . . . . . . (DI Revenue excluded from tax under 512-514 ?g 1a Federated campalgns . . . . . . . . Fundralsmg events . . . . . . . . . 16 5% Related organlzatrons . . . . . . . . 1d g5; Government grants (contributions). . 18 E: All other contributions, gifts. grants. 3; EC and not Included above . 1f 3,065,166 a: it? 52 Noncash contributions Included In IInes1a-1f8,065,166? a Busmess Code M: 33$: 3 2a .3 3? All other program servrce revenue . . . . . 0 if 1% 3 Investment Income (Including dwldends, Interest46,171 46,171 4 Income from Investment of tax-exempt bond proceeds . 0. 5 (I) Real (II) Personal :2 6a Gross rents . . . . . . . . Less rental expenses . . . Rental Income or (lossNetrentallncomeoonssGross amount from sales of (I) Securities (II) Other assets other than Inventory 6, 106, 621. Less cost or other basrs and salesexpenses . . . 5,856,357. Gain or(loss250,264 3 Ba Gross Income from t3: events (not Including if lg of reported on Irne 10) j; 3 a 0. if Less directexpenses . . . . . . . . . . 0 (f Net Income or (loss) from fundralsmg eventsGross Income from gaming a Less drrectexpenses . . . . . . . . . . 0 Net income or (loss) from gaming . . . . . . 0 10a Gross sales of Inventory, less returns and allowances . . . . . . . . . a Less cost of goods sold . . . . . . . . . Netlncome or( oss) from sales of Inventory, . . 0 Miscellaneous Revenue Busmess Code 113 0. _l 12 Total revenue. See Instructlons . . . . . . . . . . . . . 8,361,601 296,435 JSA Form 990 (2016) 6E1051 1 000 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299 Form 990 (2016) FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Page 10 Part IX Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns All other organizatrons must complete column (A). Check If Schedule 0 contarns a response or note to any lIne In Part IX DO "at inCIUde amounts reported on lines 6b? 7b? Total ?tgenses Progratrggemce Ma nag??gent and 9b, and 10" 0f Part apenses general expenses expensesg 1 Grants and other to domestic organrzatrons SeePartIV.lrne21. . . . 8r055r000- 8,055,000- 2 Grants and other to domestic See Part IV. Irne 22 0 - 3 Grants and other to forergn organrzatrons, forergn governments. and forergn See Part IV. Irnes 15 and 16 . Benefrts pard to or for members . Compensatron of current of?cers, drrectors. trustees, and key employees 0 - 6 Compensatron not Included above. to drsqualr?ed persons (as de?ned under sectron 4958(1)(1)) and persons descnbed 1n sectron 4958(c)(3)(B) . 7 Other salarres and wages . Pensron plan accruals and (Include sectron 401(k) and 403(b) employer 0 - 9 Other employee benefrts 0 - 10 Payroll taxes 0 11 Fees for servrces (non-employees) a Management Legal 0- Accountmg 0- 0- Professronal servrces See Part IV, Irne 17. 0 - 1 Investment management fees 0 - 9 Other (If Irne 119 amount exceeds 10% of line 25, column (A) amount. Irst Irne 11g upenses on Schedule 0) 12 and promotion 0 - 13 Offrceexpenses 47:573- 44:968- 2:605- 14 Informatron technology 0 - 15 Royaltles 0 - 15 Occupancy 0- 17 Travel 18:587? 18'587- 1B Payments of travel or entertarnment expenses for any federal. state. or local publrc 0 19 Conferences, conventrons. and . . 0 20 Interest 0 21 Payments to 22 Deprecratron, depletron. and amortrzatron . 0 23 Insurance 0 24 Other expenses Itemrze expenses not covered above (Lrst mrscellaneous expenses rn Irne 249 If Irne 24e amount exceeds 10% of Irne 25. column (A) amount, Irst Irne 24a expenses on Schedule 0) FEES 785. 785. FEES 652. 567. 85. GEXPENSE REIMBURSEMENT 275,743. 239,896. 35,847. d, a All other expenses 363 - Total functronal expenses. Add Irnes 1 through 24e Joint costs. Complete Irne only If the organrzatron reported rn column (B) )ornt costs from a combrned educatronal campar and Check here If followrng SOP 98-2 (A86 958-720) 0 Js? Form 990 (2016) 651052 1 000 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299 FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Form 990 (2016) Page 1 1 Balance Sheet Check if Schedule 0 contains a response or note to any line In this Part I I (A) (B) Beginning of year End of year 1 Cash - non?interest-bearing Savmgs and temporary cash investments 0 . 2 0 . 3 Pledges and grants receivable, net 0. 3 0. 4 Accounts receivableLoans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees Complete Part II of Schedule . 5 . 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 Notes and loans receivableInventories for sale or use . 8 . 9 Prepaid expenses and deferred charges . 9 . 103 Land, bUiIdings, and equment cost or other ba5is. Complete Part VI of Schedule 1 0a Less. accumulated depreCiation 10b O. 10:: O. 11 Investments - publicly traded securities Investments - other securities See Part IV, line 11 . 12 . 13 Investments - program-related See Part IV, line 11 . 13 . 14 Intangible assets 0- 14 0. 15 Other assets See Part IV, line 11 0 . 15 . 16 Total assets. Add lines1 through 15 (must equal line 34) 6, 297, 736. 16 6 323, 890 . 17 Accounts payable and accrued expenses 20Grants payable 0- 18 0- 19 Deferred revenue 0- 19 0- 20 Tax-exempt bond liabilities 0 . 20 . 21 Escrow or custodial account liability. Complete Part IV of Schedule . . 0 . 21 0 22 Loans and other payables to current and former officers. directors. 3 trustees, key employees, highest com pensated employees, and disqualified persons. Complete Part II of Schedule 0 . 22 0 . 23 Secured mortgages and notes payable to unrelated third parties 0 . 23 0 . 24 Unsecured notes and loans payable to unrelated third parties 0 . 24 0 . 25 Other liabilities (including federal income tax. payables to related third parties, and other liabilities not included on lines 17?24) Complete Part of Schedule 0- 25 0. 26 Total liabilities. Add lines 17 through Organizations that follow SFAS 117 (ASC 958), check here and 3 complete lines 27 through 29. and lines 33 and 34. 27 Unrestricted netassets 6,277,584. 27 6,238,517. 3 28 Temporarily restricted net assets 0. 28 0. 'g 29 Permanently restricted net assets 0. 29 O. Organizations that do not follow SFAS 117 (ASC 956), check here and I5 complete lines 30 through 34. .3 30 Capital stock or trust principal, or current funds 30 31 Paid-in or capital surplus, or land, bUiIding, or eqUipment fund 31 32 Retained earnings, endowment, accumulated income, or other funds 32 2? 33 Total net assets orfund balances 6,277,584. 33 6,238,517. 34 Total liabilities and net assets/fund balances 6, 297, 736. 34 6, 323, 890 . Form 990 (2016) JSA 6E1053 1 000 3416KU K922 11/13/2017 10:55:06 AM 1165299 FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Form 990 (2016) Page 12 Reconciliation of Net Assets Check if Schedule 0 contains a response or note to any line in this Part XI El 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 1 3 ?37 102 - 4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column 4 6r 277 584- 5 Net unrealized gains (losses) on investments 5 965- 6 Donated sewices and use of faCIlities 6 0- 7 Investment expenses 7 - 8 Prior period adjustments 8 0 - 9 Other changes in net assets or fund balances (explain In Schedule 0) 9 0 10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 10 6,238,517- Financial Statements and Reporting Check if Schedule 0 contains a response or note to any line in this Part XII I: Yes No 1 Accounting method used to prepare the Form 990. El 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? 23 If "Yes," check a box below to indicate whether the financial statements for the year were compiled or rewewed on a separate ba5is, consolidated ba5is, or mm Separate ba5is Consolidated baSis Both consolidated and separate Were the organization's finanCIal statements audited by an independent accountant? 2b If "Yes." check a box below to indicate whether the finanCial statements for the year were audited on a separate consolidated ba5is, or both. ?1 Separate El Consolidated baSlS Both consolidated and separate ba5is 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 finanCIaI statements and selection of an independent accountant? 20 If the organization changed either its oversight process or selection process during the tax year. explain in Schedule 0 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 33 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 3b Form 990 (2016) JSA 6E1054 1 000 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299 SCHEDULE A Public Charity Status and Public Support (Form 990 or 990-EZ) Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. Department ofthe Treasury Attach to Form 990 or Form 990-EZ. Open to Public Internal Semce blnformation about Schedule A (Form 990 or 990-EZ) and its instructions is at Inspection Name of the organization Employer Identi?cation number FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Reason for Public Charity Status (All organizations must complete this part.) See instructions. The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) 1 A church, convention of churches, or assomation of churches described in section 2 A school described in section (Attach Schedule (Form 990 or 990-EZ) 3 A hospital or a cooperative hospital servrce organization described in section 4 A medical research organization operated in conjunction With a hospital described in section Enter the hospital's name, City, and state: 5 An organization operated for the benefit of a college or univerSity owned or operated by a governmental unit described In section (Complete Part II.) 6 A federal, state, or local government or governmental unit described in section 7 An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section (Complete Part II.) 8 A community trust described in section (Complete Part II 9 An agricultural research organization described in section 170(b)(1)(A)(ix) operated in conjunction With a land-grant college or university or a non?Iand-grant college of agriculture (see instructions). Enter the name, crty, and state of the college or univerSIty 10 An organization that normally receives (1) more than 331 I3 of its support from contributions, membership fees, and gross receipts from related to its exempt functions - subject to certain exceptions, and (2) no more than 331/3 %of its support from gross investment income and unrelated business taxable income (less section 511 tax) from busmesses achIred by the organization after June 30. 1975 See section 509(a)(2). (Complete Part 11 An organization organized and operated exclusively to test for public safety See section 509(a)(4). 12 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines12e, 12f, and 129 a Type I A supporting organization operated. supervised, or controlled by its supported organization(s), typically by givmg the supported organization(s) the power to regularly appornt or elect a majority of the directors or trustees of the supporting organization You must complete Part IV, Sections A and B. Type II. A supporting organization superwsed or controlled in connection With its supported organization(s), by havrng control or management of the supporting organization vested in the same persons that control or manage the supported organization(s) You must complete Part IV, Sections A and C. 6 Type functionally integrated. A supporting organization operated in connection With, and functionally integrated With, its supported organization(s) (see instructions) You must complete Part IV, Sections A, D, and Type non-functionally integrated. A supporting organization operated in connection With its supported organization(s) that is not functionally integrated The organization generally must satisfy a distribution reqUirement and an attentiveness reqwrement (see instructions) You must complete Part IV, Sections A and D, and Part V. 9 Check this box if the organization received a written determination from the IRS that It is a Type I, Type II, Type functionally integrated, or Type non-functionally integrated supporting organization 1' Enter the number of supported organizations Prowde the followmg information about the supported organization(s) (I) Name of supported organization (II) EIN Type of organization (Iv) Is ihe Organization Amount of monetary (vl) Amount of (described on lines 1-10 listed In your govemlng support (see other support (see above (see instructions? document? instructions) instructions) Yes No (A) l3) (C) (D) (E) Total For Paperwork Reduction Act Notice. see the Instructions for Form 990 or 990-51 Schedule A (Farm 990 or BSD-E2) 2016 0212101000 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299 FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Schedule A (Form 990 or 990-EZ) 2016 Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) Page 2 (Complete only if you checked the box on line 5, 7, or 8 of Part or if the organization failed to qualify under Part If the organization fails to qualify under the tests listed below, please complete Part Section A. Public Support Calendar year (or fiscal year beginning in) 2012 2013 2014 2015 2016 Total 1 Gifts, grants, contributions, and membership fees received (Do not include any"unusual grants 0 0 3,130,486 2,193,166 5,323,652. 2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf 0 3 The value of sewices or faculties furnished by a governmental unit to the organization Without charge 4 Total. Add lines 1 through 3 3,130,466 2,193,166 5,323, 652 5 The portion of total contributions by each person (other than a gavernmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column 1, 943, 903 6 Public support. Subtract line 5 from line 4 31 479' 744 Section B. Total Support Calendar year (or fiscal year beginning in) 2012 2013 2014 2015 2016 Total 7 Amounts from line4 3,130,486 2,193,166 5,323,652 8 Gross income from interest, diVidends, payments received on securities loans, rents, royalties and income from Similar sources 3,452 46,171 49,623 9 Net income from unrelated busmess activities, whether or not the busmess is regularly carried on 0 10 Other income Do not include gain or loss from the sale of capital assets (Expiam Part Vi) 0 11 Total support. Add lines 7 through 10 5, 373,275 12 Gross receipts from related activrties, etc (see instructions) 12 13 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here Section C. Computation of Public Support Percentage 14 15 16a 17a 18 Public support percentage for 2016 (line 6, column diVided byline 11, column 14 Public support percentage from 2015 Schedule A, Part II, line 14 15 33113% support test - 2016. If the organization did not check the box on line 13, and line 14 is 331/3% or more, check box and stop here. The organization qualifies as a publicly supported organlzation 331.0% support test - 2015. If the organization did not check a box on line 13 or 16a, and line 15 is 331i3 or more, check this box and stop here. The organization qualifies as a publicly supported organization 10%-facts-and-circumstances test - 2016. If the organization dId not check a box on line 13, 163, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-cwcumstances" test, check this box and stop here. Explaln in Part VI how the organization meets the "facts-and-cnrcumstances" test. The organization quali?es as a supported organization 10%-facts-and-circumstances test - 2015. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the ?facts-and-curcumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-cnrcumstances" test The organization qualifies as a publicly supported organlzation Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions El Cl JSA Schedule A (Form 990 or BSD-E2) 2016 BE 1220 1 000 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299 FREEDOM PARTNERS INSTITUTE, INC. 47?3438079 Schedule A (Form 990 or 990-EZ) 2016 page 3 Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Calendar year (or fiscal year beginning in) 2012 2013 (C) 2014 ((1)2015 2015 Total 1 Gifts. grants, contributions, and membership fees recewed (Do not Include any "unusual grants 2 Gross receipts from merchandise sold or semces performed. or faculties furnished In any actiwty that is related to the organization's tax-exem pt purpose 3 Gross receipts from actiwties that are not an unrelated trade or bu5iness under section 51 3 . 4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf 5 The value of serVIces or faCIlities furnished by a governmental unit to the organization Without charge 6 Total. Add lines 1 through 5 7a Amounts included on lines 1, 2. and 3 received from disqualified persons . . . . Amounts included on lines 2 and 3 received from other than disquali?ed persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year 0 Add lines 7a and 7b 8 Public support. (Subtract line 70 from line 6 Section B. Total Support Calendar year (or fiscal year beginning in) 2012 2013 (C) 2014 2015 2016 Total 9 Amounts from line 6 10a Gross income from interest, leldendS, payments received on securities loans. rents. royalties and income from Similar sources Unrelated busmess taxable income (less section 511 taxes) from busmesses achired after June 30. 1975 Add lines 10a and 10b 11 Net income from unrelated busmess actiwties not included In line 10b. whether or not the busmess is regularly carried on 12 Other income Do not include gain or loss from the sale of capital assets (Explain in Part VI 13 Total support. (Add lines 9. 10?. 11. and 12 14 First five years. If the Form 990 is for the organization's first. second. third. fourth. or fifth tax year as a section 501(c)(3) organization. check this box and stop here Section C. Computation of Public Support Percentage 15 Public support percentage for 2016 (line 8. column div1ded by line 13. column 15 16 Public support percentage from 2015 Schedule A. Part line 15 16 Section D. Computation of Investment Income Percentage 17 Investment income percentage for 2016 (line 10c, column diVided byline 13. column 17 1 8 Investment income percentage from 2015 Schedule A. Part line 17 18 19a 33 113% support tests - 2016. If the organization did not check the box on line 14. and line 15 is more than 33113 and line 17 is not more than check this box and stop here. The organization qualifies as a publicly supported organization 33 113% support tests - 2015. If the organization did not check a box on line 14 or line 19a. and line 16 is more than 331I3 and line 18 is not more than 33113 check this box and stop here. The organization qualifies as a publicly supported organization 20 Private foundation. If the organization did not check a box on line 14. 19a, or 19b, check this box and see instructions JSA Schedule A (Form 990 or 990-EZ) 2016 61312211000 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299 FREEDOM PARTNERS INSTITUTE, INC. 47?3438079 Schedule A (Form 990 or 990-EZ) 2016 Page 4 Supporting Organizations (Complete only it you checked a box in line 12 on Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I. complete Sections A and C. If you checked 12c of Part I. complete Sections A. D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations Yes No 1 Are all of the organization's supported organizations listed by name in the organization's governing documents? lf describe in Part VI how the supported organizations are deSignated lf deSignated by class or purpose, describe the desrgnation. If historic and continuing relationship, explain 1 2 Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)9 If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)( 1) or (2) 2 3a Did the organization have a supported organization described in section 501 (5), or (6)7 lf"Yes," answer and (0) below. 3a Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satis?ed the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination 3b Did the organization ensure that all support to such organizations was used excluswely for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use. 30 4a Was any supported organization not organized in the United States ("foreign supported organization")? If "Yes," and if you checked 12a or 12b in Part I, answer and (0) below. 4a Did the organization have ultimate control and discretion in deCIding whether to make grants to the foreign supported organization? If ","Yes describe in Part VI how the organization had such control and discretion despite being controlled or supervrsed by or in connection With its supported organizations 4b Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or If "Yes," explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used excluswely for section 170(c)(2)(B) purposes 4c 5a Did the organization add. substitute, or remove any supported organizations during the tax year? If ","Yes answer and (0) below (if applicable) Also, prowde detail in Part VI, including the names and SW numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action; the authority under the organization's document authorizmg such action; and (iv) how the action was accomplished (such as by amendment to the organizmg document). 5a Type I or Type II only. Was any added or substituted supported organization part of a class already de5ignated in the organization's organizmg document? 5b Substitutions only. Was the substitution the result of an event beyond the organization's control? 50 6 Did the organization prowde support (whether in the form of grants or the prowsmn of services or faCiIities) to anyone other than its supported organizations, (ii) indiViduaIs that are part of the charitable class benefited by one or more of its supported organizations, or other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? If "Yes," prowde detail in Part VI. 5 7 Did the organization prowde a grant. loan. compensation. or other Similar payment to a substantial contributor (defined in section a family member of a substantial contributor, or a 35% controlled entity With regard to a substantial contributor? it "Yes," complete Part I of Schedule (Form 990 or 990-EZ). 7 8 Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If Yes," complete Part I of Schedule (Form 990 or 990-EZ) 8 9a Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or if "Yes," provide detail in Part VI. 9a Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? it "Yes," prowde detail in Part VI. 9b Did a disqualified person (as defined in line 9a) have an ownership interest in. or derive any personal benefit from, assets in which the supporting organization also had an interest? lf"Yes," provrde detail in Part Vi. 10a Was the organization subject to the excess busmess holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type non-functionally integrated supporting organizations)? lf"Yes," answer 10b below 10a Did the organization have any excess busmess holdings in the tax yea? (Use Schedule C, Form 4720, to determine whether the organization had excess busrness holdings.) 10b JSA Schedule A (Form 990 or 990-EZ) 2016 6E12291000 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299 FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Schedule A (Form 990 or 990-EZ) 2016 Part IV Supporting Organizations (continued) 11 Page 5 Has the organization accepted a gift or contribution from any of the followmg persons? a A person who directly or indirectly controls. either alone or together With persons described In and below. the governing body of a supported organization? A family member of a person described in above? A 35% controlled entity of a person described in or above? if "Yes?to a, b, or c, provrde detail in Part VI. Yes NO 11a 11b 11c Section B. Type Supporting Organizations Did the directors. trustees. or membership of one or more supported organizations have the power to regularly appomt or elect at least a majority of the organization?s directors or trustees at all times during the tax year? If "No, describe in Part VI how the supported organization(s) effectively operated, superwsed, or controlled the organization?s activrties. if the organization had more than one supported organization, describe how the powers to appornt and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year. Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated. superwsed. or controlled the supporting organization? it "Yes," explain in Part Vlhow prowding such benefit carried out the purposes of the supported organization(s) that operated, supervrsed, or controlled the supporting organization. Yes No Section C. Type II Supporting Organizations Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization?s supported organization(s)? If describe in Part Vi how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s) Yes No Section D. All Type Supporting Organizations 1 Did the organization prowde to each of its supported organizations, by the last day of the fifth month of the organization's tax year, a written notice describing the type and amount of support prOVIded during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of noti?cation, and copies of the organization?s governing documents in effect on the date of notification. to the extent not prewously provided? Were any of the organization?s officers, directors. or trustees either appointed or elected by the supported organization(s) or (II) servmg on the governing body of a supported organization? lf explain in Part Whow the organization maintained a close and continuous working relationship with the supported organization(s). By reason of the relationship described in (2). did the organization?s supported organizations have a Significant mice in the organization's investment and in directing the use of the organization?s income or assets at all times during the tax year? if "Yes," describe in Part the role the organization's supported organizations played in this regard Yes No Section E. Type Functionally Integrated Supporting Organizations Check the box next to the method that the organization used to satisfy the integral Part Test during the year (seeinstructions) 1 a The organization satisfied the Test Complete line 2 below. The organization is the parent of each of its supported organizations Complete line 3 below The organization supported a governmental entity Describe in Part VI how you supported a government entity (see instructions) ActIVIties Test Answer and below. a Did substantially all of the organization?s activmes during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responswe? If "Yes," then in Part Vlidentify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsrve to those supported organizations, and how the organization determined that these activrties constituted substantially all of its activrties. Did the actiwties described in constitute activmes that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? if r'Yes," explain in Part Vlthe reasons for the organization?s posrtion that its supported organization(s) would have engaged in these actiwties but for the organization?s involvement Parent of Supported Organizations Answer and below. a Did the organization have the power to regularly appomt or elect a majority of the of?cers, directors. or trustees of each of the supported organizations? Provide details in Part W. Did the organization exercise a substantial degree of direction over the pohcres. programs. and activrties of each of its supported organizations? if "Yes, describe in Part the role played by the organization in this regard Yes No 2a 2b 3a 3b JSA Schedule A(Fon11 990 or 2016 BE 1230 1 000 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299 FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Schedule A (Form 990 or QQO-EZ) 2016 Page 6 Type Non-Functionally Integrated 509(a)(3) Supporting Organizations 1 Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov 20, 1970 (explain in Part VI) See instructions. All other Type ill non-functionally integrated supporting organizations must complete Sections A through (B) Current Year (optional) Section A - Adjusted Net Income (A) Prior Year 1 Net short-term capital gain 2 Recoveries of prior-year distributions 3 Other gross income (see instructions) 4 Add lines 1 through 3. 5 DepreCIation and depletion 6 Portion of operating expenses paid or incurred for production or collection of gross income or for management. conservation. or maintenance of property held for production of income (see instructions) 7 Other expenses (see instructions) 8 Adjusted Net Income (subtract lines 5. 6. and 7 from line 4) 8 (B) Current Year Section - Minimum Asset Amount (A) Prior Year . (ophonan 1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for pait of year). a Average value of securities 1a Average cash balances 1b Fair market value of other non-exempt-use assets 1c Total (add lines 1a, 1b, and 1c) 1d Discount claimed for blockage or other factors (explain in detail in Part VI). 2 indebtedness applicable to non-exempt-use assets 2 3 Subtract line 2 from line 1d 4 Cash deemed held for exempt use. Enter 1-1l2% of line 3 (for greater amount. see instructions). 5 Net value of non-exempt-use assets (subtract line 4 from line 3) 6 Multiply line 5 by .035 7 Recoveries of prior-year distributions 8 Minimum Asset Amount (add line 7 to line 6) (d Section - Distributable Amount Current Year 1 Adjusted net income for prior year (from Section A, line 8, Column A) 2 Enter 85% of line 1. 3 Minimum asset amount for prior year (from Section B, line 8, Column A) 4 Enter greater of line 2 or line 3. 5 Income tax imposed in prior year 6 Distributable Amount. Subtract line 5 from line 4. unless subject to emergency temporary reduction (see instructions) 6 7 Check here if the current year is the organization?s first as a non-functionally integrated Type supporting organization (see instructions). Schedule A (Form 990 or QED-E2) 2016 JSA 6E12311000 3416KU K922 11/13/2017 10:55:06 AM l6-7.6F 1165299 FREEDOM PARTNERS INSTITUTE, INC. Schedule A (Form 990 or 990-EZ) 2016 Type Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) Section - Distributions 1 2 m?mmhw Amounts paid to supported organizations to accomplish exempt purposes Amounts paid to perform actIVIty that directly furthers exempt purposes of supported organizations. In excess of income from actIVity Administrative expenses paid to accomplish exempt purposes of supported organizations Amounts paid to achire exempt-use assets Qualified set-asude amounts (prior IRS approval required) Other distributions (describe in Part VI) See Instructions. Total annual distributions. Add lines 1 through 6. Distributions to attentive supported organizations to which the organization is responswe (prowde details in Part VI) See Instructions 47-3438079 Page? Current Year <0 Distributable amount for 2016 from Section C. line 6 Line 8 amount diVided by Line 9 amount Excess Distributions Section - Distribution Allocations (see instructions) Distributable Amount for 2016 Distributable amount for 2016 from Section C. line 6 if any. for years prior to 2016 (reasonable cause reqwred-explain in Part VI). See instructions Excess distributlons cariyover. if any, to 2016 From 2013 From 2014 From 2015 Total of llnes 3a through Applied to underdistributions of prior years Applied to 2016 distributable amount Carryover from 2011 not applied (see instructions) ?Ezra-honour? Remainder Subtract lines 39. 3h, and 3i from 3f Distributions for 2016 from Section D. line 7' Applied to underdistributlons of prior years Applied to 2016 distributable amount Remainder Subtract lines 4a and 4b from 4. Remaining underdistributions for years prior to 2016, If any. Subtract lines 39 and 4a from line 2 For result greater than zero. explain in Part VI. See instructions. Remaining underdistributions for 2016. Subtract lines 3h and 4b from line 1. For result greater than zero' explain in Part VI See instructions Excess distributions carryover to 2017 Add lines 3] and 4c. Breakdown of line 7: Excess from 2013. . . . Excess from 2014. . . . Excess from 2015. . . . 00.00"? Excess from 2016. . . . JSA Schedu 6E1232 1 000 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299 Ie A (Form 990 or 990-52) 2016 FREEDOM PARTNERS INSTITUTE, INC. 47?3438079 Schedule A (Form 990 or 990-EZ) 2016 page 8 Supplemental Information. Provide the explanations required by Part II. line 10; Part II, line 17a or 17b; Part line 12; Part IV, Section A, lines 93, 9b. 90, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 10, 2a, 2b, 3a and 3b; Part V. line 1; Part V, Section B, line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any addltional information. (See instructions.) SCHEDULE A, PART II UNUSUAL GRANT 872, 000 JSA Schedule A (Form 990 or BQO-EZ) 2016 651225 2 000 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299 SCHEDULEI Grants and Other Assistance to Organizations, OMB No 1545-0047 990? Governments, and Individuals in the United States 2?16 Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22. Attach to Form 990. Open to Public Department of the Treasury . Internal Revenue Servuce Information about Schedule (Form 990) and its instructions is at Inspectlon Name of the organization Employer Identi?cation number FREEDOM PARTNERS INSTITUTE, INC. 47?3438079 General Information on Grants and Assistance 1 Does the organization maintaln records to substantlate the amount of the grants or asSIstance, the grantees' for the grants or aSSIstance?Yes CIN0 2 Describe In Part IV the organization's procedures for momtorlng the use of grant funds In the United States Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete If the organlzatlon answered "Yes" on Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated If additional space IS needed. 1 Name and address of organization EIN IRC Amount of cash Amount of non- Descriptlon of Purpose of grant or government (If applIcabIe) grant cash assustance other) noncash or (1) AMERICANS FOR PROSPERITY FOUNDATION ARLINGTON, VA 22201 52-1527294 501(0) (3) 5,000,000. GENERAL SUPPORT (2) ESLR LLC WASHINGTON, DC 20006 45-2805977 (3) 2,500,000. GENERAL SUPPORT (3) THE INSTITUTE FOR FAITH NORR a ECONOMICS NCLEAN, VA 22102 45?2481867 501m (3) 300,000 GENERAL SUPPORT (4) GENERATION OPPORTUNITY INSTITUTE ARLINGTON, VA 22201 46-2346050 (3) 200,000 GENERAL SUPPORT (5) FOUNDATION FOR GOVERNMENT ACCOUNTABILITY NAPLES, FL 34119 45-2637507 (3) 30,000 GENERAL SUPPORT (6) WASHINGTON LEGAL FOUNDATION WASHINGTON, DC 20036 52?1071570 (3) 25,000 GENERAL SUPPORT (T) (8) (9) (10) (11) (12) 2 Entertotal number of section 501(c)(3) and government organlzatlons llsted In the llne 1 table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule I (Form 990) (2016) JSA 6E1ZBB 1 000 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299 FREEDOM PARTNERS INSTITUTE, INC. 47?3438079 Schedule I (Form 990) (2015) Page 2 Wrants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22. Part can be duplicated if additional space is needed. Type of grant or assistance Number of Amount of Amount of Method of valuation (book. Description of non-cash aSSistance rec pients cash grant nan-cash FMV, appraisal. other) 7 Supplemental Information. ProVIde the information required in Part I, line 2. Part column and any other additional information. SCHEDULE I, PART I, LINE 2 TO SUPPORT THE ORGANIZATION, As OUTLINED ABOVE, THE ORGANIZATION PROVIDED GENERAL SUPPORT GRANTS TO THE ABOVE GRANTEES WHOSE ACTIVITIES ADVANCE THE GOALS. ALL GRANTS WERE MADE PURSUANT TO SPECIFIC GRANT LETTER AGREEMENTS, WHICH UNLESS OTHERWISE SPECIFIED, INCLUDED PROHIBITIONS ON THE USE OF THE GRANT FUNDS. EXAMPLES OF PROHIBITED ACTIVITIES ARE ACTIVITIES THAT WOULD VIOLATE FEDERAL, STATE OR LOCAL LAWS, RULES OR REGULATIONS, OR THAT WOULD BE CONSIDERED POLITICAL OR LOBBYING ACTIVITIES UNDER FEDERAL OR STATE LAW. THE GRANT LETTERS ALSO CONTAINED A REVIEW AND MONITORING PROCEDURE WHICH REQUIRES REPORTS BY Schedule (Form 990) (2016) JSA 6E15042000 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299 FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Schedule I (Form 990) (2016) Page 2 Wrants and Other Assistance to Domestic Individuals. Complete If the organization answered "Yes" on Form 990, Part IV, line 22. Part can be duplicated [f space is needed Type of grant or Number of Amount of Amount of Method of valuation (book if) Description of non-cash aSSIStance recrplems cash grant non-cash FMV. appraisal, other) 7 Supplemental Information. Provnde the Information reqwred In Part I. We 2, Part column and any other addltional Information. GRANTEE ON THE USE OF THE GRANT FUNDS UPON REQUEST, AND RETURN OF ANY FUNDS USED IN VIOLATION OF THE AGREEMENT. Schedule I (Form 590) (2016) JSA 6E15042000 3416KU K922 11/13/2017 10:55:06 AM 1165299 SCHEDULE Compensation Information OMB No 1545-0047 (Form 990) For certain Officers, Directors. Trustees, Key Employees, and Highest Compensated Employees Complete if the organization answered "Yes" on Form 990, Part IV. line 23. Departmentofthe Treasury Attach to Form 990. Open to PUbllC Internal Revenue Semce Information about Schedule (Form 990) and its instructions is at Inspection Name of the organization Employer identification number FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Questions Regarding Compensation 1a Check the appropriate box(es) if the organization prowded any of the followmg to or for a person listed on Form 990, Part VII, Section A, line 1a. Complete Part to prowde any relevant information regarding these Items. First-class or charter travel Housung allowance or resndence for personal use Travel for companions Payments for business use of personal residence Tax Indemnification and gross-up payments Health or club dues or initiation fees Discretionary spending account Personal sewices (such as, maid, chauffeur, chef) If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment 2; reeliriInbursement or prowsmn of all of the expenses described above'7 If complete Part to 2 Did the organization require substantiation prior to reimbursing or allowmg expenses incurred by all directors. trustees, and officers, including the CEO/Executive Director, regarding the items checked on line 1a? 3 Indicate which, if any, of the followmg 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 Compensation committee Written employment contract Independent compensation consultant Compensation survey or study Form 990 of other organizations Approval by the board or compensation committee 4 During the year, dId any person listed on Form 990, Part VII, Section A, line 1a, With respect to the filing organization or a related organization a Receive a severance payment or change-of?control payment? PartICIpate in, or receive payment from, a supplemental nonqualr?ed retirement plan? PartICIpate in, or receive payment from, an eqUity-based compensation arrangement? If "Yes" to any of lines 4a-c, Ilst the persons and provnde the applicable amounts for each item in Part Only section 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9. 5 For persons listed on Form 990. Part VII, Section A. line 1a, did the organization pay or accrue any compensation contingent on the revenues of. a The organization? Any related organization? If "Yes" on line 5a or 5b, descnbe In Part 6 For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the net earnings of a The organization? Any related organization? If "Yes" on lane 63 or 6b. describe In Part 7 For persons listed on Form 990, Part VII. Sectlon A. line 1a, did the organization prowde any nonfixed payments not described on lines 5 and 6? If "Yes," describe in Part 8 Were any amounts reported on Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial contract exception described in Regulations section 53 If "Yes." describe in Part 8 9 If "Yes" on line 8. did the organization also follow the rebuttable presumption procedure described in I Regulations section 9 For Paperwark Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2016 JSA 6E12901000 3416KU K922 11/13/2017 10:55:06 AM 1165299 REEDOM PARTNERS INSTITUTE, INC. 47-3438079 Schedule .1 (Form 990) 2016 Page 2 mOf?cers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed. For each indiwdual whose compensation must be reported on Schedule J. report compensation from the organization on row and from related organizations, described in the instructions. on row (ii) Do not list any indiwduals that aren't listed on Form 990. Part VII Note: The sum of columns for each listed indiwdual must equal the total amount of Form 990, Part VII, Section A. line 1a, applicable column (D) and (E) amounts for that indIVIduaI (B) Breakdown 0f and/or compensation (C) Retirement and (D) Nontaxable (E) Total of columns (F) Compensation (A) Name and Tltle (I) Base Bonus 8. incentive (?ll Other other deferred bene?ts in column (8) reported compensation compensation reportable compensation as diferredggra prior compensation orm JOSH FISHER 0. 0. o. 0. 0. 0. 1TREASURER (ii) 174,578. 49,377. 309. 1,566. 6,066. 231,896. JULIE STRAUSS 0. 0. 0. 0. 0. 0. 28ECRETARY (ii) 297,606. 55,000. 0. 17,769. 13,568. 383,943. ROBERT HEATON 3TREASURER (in 144,578. 100,000. 516. 5,769. 10,889. 261,752. EMILY SEIDEL 0. 0. 0. 0. 0. 0. 4DIRECTOR (ii) 204,067. 200,000. 717. 10,823. 26,238. 441,845. 8 (Ii) 9 (ii) 10 (ii) 1 1 (ti) 12 (ii) 1 3 (ii) 14 (ii) 1 5 (ii) ti) 16 (Ii) Schedule (Form 990) 2016 JSA 6E12911000 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299 FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Schedule (Form 990) 2016 Page 3 Supplemental Information Prowde the Information, explanation, or descriptions reqwred for Part IInes 1aand for Part II. Also complete part for any additional Information. SCHEDULE J, PART II FORM 990, PART VII THE OFFICERS AND DIRECTORS ARE COMPENSATED BY FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. THE FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. BOARD MEETS TO REVIEW AND APPROVE EXECUTIVE COMPENSATION ON AN ANNUAL BASIS. AS DEEMED NECESSARY, FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. MAY ENGAGE A I 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, FREEDOM PARTNERS CHAMBER OF COMMERCE, INC. 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. Schedule (Form 990) 2016 JSA EE15052 000 3416KU K922 11/13/2017 10:55:06 AM l6-7.6F 1165299 . . OMEN 1545-004 SCHEDULE Noncash Contributions 7 (Form 990) . - 2?16 Complete if the organizations answered "Yes? on Form 990, Part IV. lines 29 or 30. Department of the Treasury Attach to Form 990' - Open To PUbliC Internal Revenue Semce Information about Schedule (Form 990) and its instructions is at Inspection Name of the organization Employer identification number FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Types of Property id) Check if Number of contributions or ggnocuarft'; ?gn?rr'tg?tg: Method of determining appiicable Items contributed Form 990 line 19 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 Securities - Publicly traded . . . . MARKET VALUE Securities - Closely held stock . . . Securities - Partnership, LLC, or trust interests 12 Securities - Miscellaneous 13 Qualified conservation contribution - Historic structures 14 Qualified conservation contribution - Other 15 Real estate - Resudential 16 Real estate - CommerCIal 17 Real estate - Other 18 Collectibles 19 Food inventory 20 Drugs and medical supplies . . . . 21 Taxrdermy 22 Historical artifacts 23 SC entlfIC specnmens 24 Archeological artifacts d?I 25 Other 26 Other 27 Other 28 Other 29 Number of Forms 8283 received by the organization during the tax year for contributions for which the organization completed Form 8283, Part 1V. Donee Acknowledgement 29 Yes No 303 During the year. did the organization receive by contribution any property reported in Part E, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution. and which isn't required to be used for exempt purposes for the entire holding period? 303 If "Yes," describe the arrangement in Part II. 31 Does the organization have a gift acceptance policy that reqmres the rewew of any nonstandard contributions? 31 32a Does the organization hire or use third parties or related organizations to what, process, or sell noncash contributions? 323 if ?Yes,? descnbe in Part II. 33 If the organization didn't report an amount in column for a type of property for which column is checked, describe In Part II. For Paperwork Reduction Act Notice, see the Instructions for Form 990 Schedule (Form 990) (2016) JSA 6E12981000 3416KU K922 11/13/2017 10:55:06 AM l6-7.6F 1165299 FREEDOM PARTNERS INSTITUTE, INC. 47?34380? 9 Schedule (Form 990) (2016) Page 2 Supplemental Information. Provide the information required by Part l, lines 30b, 32b, and 33. and whether the organization is reporting in Part I, column 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, COLUMN THE AMOUNT IN COLUMN REPRESENTS THE NUMBER OF CONTRIBUTORS. JSA Schedule (Form 990) (2016) 6E15082000 3416KU K922 11/13/2017 10:55:06 AM 1165299 SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ (Form 990 or 990-EZ) Complete to provide information for responses to speCI?c questions on Form 990 or 990-EZ or to provide any additional information. DAttach to Form 990 or 990-EZ. Department of the Treasury Internal Revenue Semce Information about Schedule 0 (Form 990 or 990-EZ) and Its Instructions is at gov/form990. Name of the organization OMB No 1545-0047 Open to Public Inspection Employer Identification number FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 FORM 990, PART I, LINE I BROAD SOCIAL AND ECONOMIC ISSUES AFFECTING THE NATION AND THE WELL-BEING OF EVERY AMERICAN. FORM 990, PART VI, SECTION A, LINE 2 ALL OFFICERS AND DIRECTORS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 FREEDOM PARTNER CHAMBER OF COMMERCE, INC. IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER HAS THE POWER TO ELECT DIRECTORS AND TO REMOVE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER HAS THE POWER AND VOTING RIGHTS TO DO THE FOLLOWING: (A) TO AMEND, ADOPT OR REPEAL THESE BYLAWS AND THE CERTIFICATE OF (B) TO ADOPT OR APPROVE A PLAN OF MERGER OR (C) TO APPOINT AN ADDITIONAL (D) TO DISSOLVE THE (E) TO ELECT DIRECTORS AND TO REMOVE AND (F) TO SELL, LEASE, EXCHANGE, TRANSFER OR DISPOSE OF ALL OR SUBSTANTIALLY ALL (WHICH SHALL BE DEFINED AS TWENTY-FIVE PERCENT) OF ALL THE ASSETS OF THE CORPORATION. For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule 0 (Form 990 or 990-EZ) (2016) JSA DOD 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299 Schedule 0 (Form 990 or990-EZ) 2016 Name of the organization Employer identi?cation number FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Page 2 FORM 990, PART VI, SECTION A, LINE BE THERE ARE NO SUCH COMMITTEES. 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 AND OFFICERS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. LEGAL COUNSEL MEETS PERIODICALLY TO REVIEW THE POLICY AND ANY POTENTIAL CONFLICTS, AS NEEDED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL REQUIRED DISCLOSURES AVAILABLE TO THE PUBLIC UNDER IRS REGULATIONS. JSA Schedule 0 (Form 990 or 990-EZ) 2016 6E12281 000 3416KU K922 11/13/2017 10:55:06 AM 1165299 SCHEDULE (Form 990) Department of the Treasury Internal Revenue Semce FREEDOM PARTNERS INSTITUTE, INC. Related Organizations and Unrelated Partnerships Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34. 35b, 36. or 37. Attach to Form 990. Information about Schedule (Form 990) and its instructions is at 47?3438079 OMB No 1545-0047 Open to Public Inspection Name of the organization FREEDOM PARTNERS INSTITUTE, INC. Employer Identi?cation number 47-3438079 Identi?cation of Disregarded Entities. Complete if the organization answered "Yes" on Form 990. Part IV, line 33. Name. address. and EIN (if applicable) of disregarded entity (C) Id) (9) (0 Primary Legal domic?e (state Total income End-of-year assets Direct controlling or foreign country) entity (1) (2) (3) (4) (5) l5) 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-exem pt organizations during the tax year. Name, address, and EIN of related organization Primary actiwty (6) Id) (8) (9) Legal domic?e (state Exempt Code section Public charity status Direct controlling Section 512(b)(13) 0" foreign COUNTY) (If section 501(c)(3)) entity 6:263?? Yes No (1) FREEDOM PARTNER CHAMBER OF COMMERCE, 2300 WILSON BLVD STE 500 45-3732750 ARLINGTON, VA 22201 PUBLIC ED DE (6) (2) FREEDOM PARTNERS ACTION FUND, INC 2300 WILSON BLVD, SUITE 500 47-1065433 ARLINGTON, VA 22201 POLITICAL DE 527 FPCOC (3) (4) (5) (5) (7) For Paperwork Reduction Act Notice. see the Instructions for Form 990. JSA 6E1307 1 000 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F Schedule (Form 990) 2016 1165299 FREEDOM PARTNERS INSTITUTE, Schedule (Form 990) 2016 INC. 47-3438079 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 Page 2 ml Legal domicile (state or foreign country) Name. address. and EIN of related organization (bl Primary actiinty Direct controlling entity sections 512-514) Predominant income (related. unrelated, excluded from tax under in Share oftotal income to) Share of end-ot- year assets Dlupropartlar-b 0) Code - UBI amount In box 20 of Schedule K-1 (Form 1065) I lbultor- 7 Yes No General or managing partner? 0) Yes No (R) Percentage ownership (1) J2) J3) J4) l5) JB) 17) 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. Name, address, and EIN of related organization Primary activ?y Legal domICile (state or foreign country) Direct controlling entity (9) Type of entity (C corp, corp. or trust) (0 Share of total income (9) Share of end-of-year assets ercentage own ers hip (0 Section 512(b)(13) controlled emn? Yes No (1) CAVHOCO, INC 46-3335308 2300 WILSON BLVD STE 500 ARLINGTOL VA 22201 HOLDING COMPANY DE C-CORPORAT I ON INC 46-3309110 12) 2300 WILSON BLVD STE 500 ARLINGTON, VA 22201 CONSULTING DE C-CORPORAT ION 413) INC 46-3325739 2300 WILSON BLVD STE 500 ARLINGTONLVA 22201 CONSULTING DE C-CORPORAT I ON _j4) THOCO 45-3147042 2300 WILSON BLVD STE 500 ARLINGTON, VA 22201 HOLDING COMPANY DE C-CORPORAT I ON (5) DEMETER ANALYTICS SERVICES, INC 45?3149158 2300 CLARENDON BLVD, SUITE 800 ARLINGTON, VA 22201 CONSULT I NG DE C-CORPORATION (5) J7) JSA 6E1306 1 000 3416KU K922 11/13/2017 10:55:06 AM l6-7.6F 1165299 Schedule (Form 990) 2016 FREEDOM PARTNERS INSTITUTE, INC. Schedule (Form 990) 2016 47-3438079 Transactions With Related Organizations. Complete if the organlzation answered "Yes" on Form 990, Part IV, line 34, 35b, ID 8? D. or 36 Note: Complete Me 1 If any Is listed In Parts II. or IV of thIs schedule 1 ?note: 1-5:0 O. DurIng the tax year, the organIzatIon engage In any of the followmg transactlons WIth one ReceIpt of Interest. (ii) annUItIesI royaItIesI or (iv) rent from a controlled entity. . . . . GIft. grant. or capttal contrIbutIon to related organIzatIon(s) . . grant. or from related organlzatlon(sLoans or loan guarantees to or for related organIzatIon(Loans or loan guarantees by related organIzatIon(Purchase of assets from related organizatlon(sExchange of assets WIth related organIzatIon(sLease of eqUIpmentI or other assets to related organIzatIon(s)I Lease of eqUIpmentI or other assets from related orgamzatlon(Performance of serwces or membershIp or fundraIsmg solICItatIons for related organIzatIon(s) Performance of serVIces or or fundralsmg soIICItatIons by related organIzatIon(s)I Shanng of equupment. lusts, or other assets wuth related organIzatIon(s) Sharmg of paId employees WIth related organIzatIon(s) I I I ReImbursementpaId to related organlzatlon(s) for expensesReImbursement paId by related organIzatIon(s) for expenses . . . . . . . . . . . . . . . . . . Othertransfer of cash or property to related organlzatlon(sOthertransfer of cash or property from related organIzatIon(smore related organIzatIons IIsted In Parts 2 Yes .4 3 is it?) "i 15 If the answer to any of the above Is "Yes," see the Instructions for InformatIon on who must complete thIs Includlng covered relatIonshIps and transactlon thresholds. Name of related orgamzatlon TransactIon type (Cl Amount Involved Method of detennInIng amount Involved (1) FREEDOM PARTNERS CHAMBER OF COMMERCE 275,743. CASH PAYMENT (2) (3) (4) (5) (5) JSA BE1309 1 000 3416KU K922 11/13/2017 10:55:06 AM 1165299 Schedule (Form 990) 2016 FREEDOM PARTNERS INSTITUTE, INC. Schedule (Form 990) 2016 47-3438079 Unrelated Organizations Taxable as a Partnership. Complete If the organIzatIon answered "Yes" on Form 990. Part IV, me 37. Page 4 Prowde the followmg Informatlon for each entIty taxed as a through the organIzatIon conducted more than ?ve percent of Its actIVItIes (measured by total assets or gross revenue) that was not a related organIzatIon. See Instructions regardIng exclusmn for certaIn Investment (D) (til (0) (n (9) (m Prtmary 5?3"le Legal Predominant Are all partners Share of Share of (51316 0" forelgn Income (related, sectlon lolal Income md_af_year unrelated excluded 501(c)(3) assets from tax under orgamzetlons? Name, address and EIN allocanons? sectlon5512-514) Yes No Yes No (ll Code V- UBI amount In box 20 of Schedule K-1 (Form 1065) 0) General or managlng partner? Yes No (kl Percentage ownershIp (1) (2) (3) l5) l5) (7) l8) l9) (10) (11) (12) (13) (14) (15) (15) JSA 6E1310 1 000 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299 Schedule (Form 990) 2016 FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Schedule (Form 990) 2016 Part VII Supplemental Information Prowde additional information for responses to questions on Schedule R. See Instructions. Page 5 Schedule (Form 990) 2016 6E15102000 3416KU K922 11/13/2017 10:55:06 AM 16-7.6F 1165299