Return of Organlzatlon Exempt From Income Tax "clan Run). 511. mum-m) hum-I Cod. (mun-hum I 2?15 huh-Idhm man?nub A Forth-1015 ?Hungarian-rum 01101. Inland-Inn 03/31. 16 (gm-dam BMW-lib! I: mama mamas INSTITUTE, INC. :3 ?1 unnumrup.o.urmahnumuum arm-mm . unm- 2200 HILSOH BLVD, STE 102-533 .(571) 058-2950 n: Guanomumm??whipp-?u ARLINGTON VA 22201 Ian-mgr 12,133,933. meumupwdn: 303231 :lm Ell. a 2200 BLVD, STE 102-533 ARLINGTON, VA 22201 nun??nun 7. 2 I Tun-mun: [Hump] I Il?tc? 14 mm I lam-mu I I527 I'm-magnum m: WIREEDOHPARTHERSINSTITUTLORG Fund Tu Mad-In on- LY-dhrlulil: 2015 I and damn: DE Summary 1 Mil! Mll- mum'- mil-Inn a- nun nun-n punucmm A man: or SCHEDULE o1 I Gristmillcan-unu- I o. 12.130.436. 0- 0- 10 0. 3,452. a 11 0. 0. (MEMWI.MIALII12) o. 13 0- 5:535:000- 14 Immn?hwf?mmw?.mmlm? 0- 0- 1l 0. 0. 10- Prat-sludIuMI-IF-tmumw. . . 0- 0- 0 Tall 0 . 17 - 1 Tdiwmuh?lhn 0. 5,355,354. 1! Emu-Ian u- auw'lmununhu W. . 0. 6,217,534. . mien-mm mun-r an hummus?: . .. . . o. 6.291.136. . . .. . 0- 20-152- mutual-1. . 0 6,277,531. 1'1 Mimi! m?h?h??n?muhd?.lh ?minimum-lulu? mar-d.? EC [02/15/2011 Blur: alga-Immun- 5- nonsm- HEAron 111113301123 Wichita-Inuit rmpn?d-m WI- 0- a-ul_ln MICHAEL 11:151.: FEB 1_3 2 17 200432334 hm, FI-m'u-nl bun. 1.1.2 my. pill-0160260 WW mil-mi 31? 221-5300 _mh. In mummy 341610] 5922 2/13/2017 0:51:19 1165299 5647} FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Form 990 (2015) Page 2 Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line In this Part E, Briefly describe the organization's mission 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. Did the organization undertake any Significant program serVices during the year which were not listed on the prior Form 990 0r 990-52? If "Yes," describe these new serVices on Schedule 0. Did the organization cease conducting, or make Significant changes in how it conducts, any program services? Yes No If "Yes," describe these changes on Schedule 0 Describe the organization's program serwce accomplishments for each of its three largest program sennces, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are reqUIred to report the amount of grants and allocations to others. the total expenses. and revenue, if any, for each program serwce reported. I: Yes No 4a (Code: )(Expenses$ 5 353 524 including grants of$ 5 335 000 EDUCATING THE PUBLIC ON A RANGE OF BROAD SOCIAL AND ECONOMIC ISSUES AFFECTING THE NATION AND THE WELL-BEING OF EVERY AMERICAN BY ISSUING GRANTS TO OTHER NOT FOR PROFIT (3) ORGANIZATIONS WHOSE ACTIVITIES ARE CONSISTENT WITH THE MISSION OF FREEDOM PARTNERS INSTITUTE. (Revenue 0. 4b (Code (Expenses including grants of (Revenue 4c (Code (Expenses 33 including grants of (Revenue 4d Other program sewices (Describe in Schedule 0.) (Expenses including grants of (Revenue 4e Total program serVice expenses 5, 853, 524 . 2310201000 Form 990 (2015) 3416KU K922 2/13/2017 8:51:19 AM 15-7.18 1165299 I . FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Form 99'0 (2015) Page 3 . Part IV Checklist of Required Schedules Yes No 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A 1 2 Is the organization reqmred to complete Schedule 8, Schedule of Contributors (see instructions)? 2 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposmon to candidates for public of?ce? If "Yes," complete Schedule C, Partl 3 4 Section 501(c)(3) organizations. Did the organization engage in lobbying activmes, or have a section 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 receives membership dues, assessments, or 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 for which donors have the right to provnde advnce 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. I the enwronment, land areas, or historic structures? It "Yes,"complete Schedule D, Part ll 7 8 Did the organization maintain collections of works of art, historical treasures, or other Similar assets? If "Yes," complete Schedule D, Part 8 9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for amounts not listed in Part or prowde credit counseling, debt management, credit repair, or debt negotlation serVices? lf "Yes,"complete Schedule D, Part IV 9 10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quaSI-endowments? If "Yes," complete Schedule D, Part 10 11 If the organization's answer to any of the followmg questions is "Yes," then complete Schedule D, Parts VI, :31? VII, IX, or as applicable ,m a Did the organizatlon report an amount for land, bunldings, and equment in Part X, line 10? If "Yes," 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 11b 0 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 1 i 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 Did the organization report an amount for other liabilities in Part X, line 25'? If "Yes," complete Schedule D, PartX 11e 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 posmons under FIN 48 (A80 740)? If "Yes, ?complete Schedule D, PartX 11f 12a the organization obtain separate, independent audited finanCIal statements for the tax year? If "Yes,? complete Schedule D, Parts Xl and 12a Was the organization included in consolidated, independent audited finanCIal statements for the tax year? lf "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and IS optional . 12b 1 3 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 the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraismg, busmess, investment, and program sen/ice actIVities out5ide the United States. or aggregate foreign Investments valued at $1 00,000 or more? If "Yes," complete Schedule F, Parts land IV 14b 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If "Yes," complete Schedule F, Parts II and IV 15 16 Did the organization report on Part IX, column (A), lune 3, more than $5,000 of aggregate grants or other a55istance to or for foreign indivnduals? 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 professnonal fundraismg sen/ices on Part IX, column (A), lines 6 and 11e? lf "Yes," complete Schedule G, Partl (see instructions) 17 18 Did 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 Did the organization report more than $15,000 of gross income from gaming actiwties on- Part line 9a? If "Yes," complete Schedule G, Part 19 Form 990 (2015) JSA 5E1021 1 000 3416KU K922 2/13/2017 8:51:19 AM 15-7.18 1165299 FREEDOM PARTNERS INSTITUTE, INC. 47*3438079 5E1 030 1 000 3416KU K922 2/13/2017 8:51:19 AM 15-7.18 1165299 Form 991) (2015) Page 4 t- Checklist of Required Schedules (continued) Yes No 20a Did the organization operate one or more hospital If "Yes," complete Schedule 20a If "Yes" to line 203, 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 a35istance to any domestic organization or domestic government on Part IX, column (A), line 1? If "Yes," complete Schedule I, Pan?s land ll 21 22 Did the organization report more than $5,000 of grants or other a55istance to or for domestic indiVIduals on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts land 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 24a 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-exem pt 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), 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 253 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 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 II 26 27 Did the organization prowde 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 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 286 29 Did the organization receive more than $25,000 in non-cash contributions? If "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 liqmdate, terminate, or dissolve and cease operations? If "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, Pan? 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 R, Partl 33 34 Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part ll, Ill, or IV, and Part V, line 1 34 35a Did the organization have a controlled entity Within the meaning of section 512(b)(13)? 35a If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction With a controlled entity Within the meaning of section 512(b)(13)? If ?Yes," complete Schedule R, Part V, line 2 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 actIVIties through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI 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 Form 990 (2015) JSA FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Form 99.0 (2015) 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 Yes No 1a Enterthe number reported in Box 3 of Form 1096 Enter -0- if not applicable 1a 0- Enter the number of Forms W-2G included In line 13. 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? 10 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax 3, i Statements, filed for the calendar year ending With or Within the year covered by this return . 7-3 - 3,9; 7 If at least one is reported on line 2a, did the organization file all reqUIred federal employment tax returns? 2b Note. If the sum of lines 1a and 2a IS greater than 250, you may be reqUired to e?file (see instructions) Mg ,1 . 3a Did the organization have unrelated busmess 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? to line 3b, 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 5a Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 6a in 12a 13 14a over, a Manual account in a foreign country (such as a bank account, securities account, or other financ1a account)? If ?Yes." enter the name of the foreign country: See instructions for filing reqwrements for Form 114, Report of Foreign Bank and FinanCIal Accounts (FBAR). Was the organization a party to a prohibited tax shelter transaction at any time during the tax yeai?7 If "Yes" to line 5a or 5b, did the organization file Form Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization sohmt any contributions that were not tax deductible as charitable contributions? If "Yes," did the organization include With every solicnation an express statement that such contributions or gifts were not tax deductible? Organizations that may receive deductible contributions under section 170(c). Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and semces prowded to the payor? If "Yes.? did the organization notify the donor of the value of the goods or serwces prowded? Did the organization sell, exchange, or othenivise dispose of tangible personal property for which it was reqUIred to file Form 8282? If "Yes," indicate the number of Forms 8282 filed during the year ?ll? Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? If the organization received a contribution of qualified intellectual property. did the organization file Form 8899 as reqmred? If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form Sponsoring organizations maintaining donor advised funds. Did a donor adwsed fund maintained by the sponsoring organization have excess busmess holdings at any time during the year? Sponsoring organizations maintaining donor advised funds. Did the sponsoring organization make any taxable distributions under section 4966? Did the sponsoring organization make a distribution to a donor, donor adwsor, or related person? Section 501(c)(7) organizations. Enter' initiation fees and capital contributions included on Part line 12 108 Gross receipts, included on Form 990, Part line 12, for public use of club Section 501(c)(12) organizations. Enter 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.) 11 Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? If "Yes," enter the amount of tax-exempt interest received or accrued during the year 12b Section 501(c)(29) qualified nonprofit health insurance issuers. Is the organization licensed to issue qualified health plans in more than one state? Note. See the instructions for additional information the organization must report on Schedule 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 Enter the amount of reserves on hand 13c Did the organization receive any payments for indoor tanning serVices during the tax year? If "Yes," has it filed a Form 720 to report these payments? If provide an explanation in Schedule 0 JSA 5E1040 1 000 3416KU K922 2/13/2017' 8:51:19 AM 15-7.18 1165299 Form 990 (2015), FREEDOM PARTNERS INSTITUTE, INC. 47?3438079 Page6 Part VI Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, 8b, or 10b below, describe the crrcumstances, 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 Yes No 1a Enter the number of voting members of the governing body at the end of the tax year 13 3% . 5? Z. If there are material differences In voting rights among members of the governing body, or if the governing ?gtg body delegated broad authority to an executive committee or Similar committee, explain in Schedule 0 is? Enter the number of voting members included in line 1a, above, who are independent 1b 0 - 1 $.21 2 Did any officer, director. trustee, or key employee have a family relationship or a busmess relationship With 5 St? 1 any other officer, director, trustee, or key employee? 2 3 Did the organization delegate control over management duties customarily performed by or under the direct SUpeerSlOl'l of officers, directors, or trustees, or key employees to a management company or other person? . . 3 4 Did the organization make any Significant changes to its governing documents Since the prior Form 990 was filed? 4 5 Did the organization become aware during the year of a Significant diver5ion of the organization's assets?. . . . 5 6 Did the organization have members or stockholders? 5 1a Did the organization have members, stockholders, or other persons who had the power to elect or appomt one or more members of the governing body? 73 Are any governance deci5ions 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 a. i the year by the followmg it 3 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 mailing address? if "Yes, "provide the names and addresses in Schedule 0 9 Section B. Policies This Section requests information about policies not required by the Internal Revenue Code.) Yes No 10a Did the organization have local chapters, branches, or affiliates? 103 if "Yes." did the organization have written poliCies and procedures governing the actiwties of such chapters, affiliates. and branches to ensure their operations are conSistent With the organization?s exempt purposesHas 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 reVIew this Form 990. - -. 12:! 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 orgamzation regularly and con5istent y monitor and enforce compliance with the policy? If "Yes," describe in Schedule 0 how this was done 12? 1 3 Did the organization have a written whistleblower policy? 13 14 Did the organization have a written document retention and destruction 14 365 15 Did the process for determining compensation of the followmg persons include a reView and approval by 3% >3 independent persons, comparability data, and contemporaneous substantiation of the deliberation and deCISion? g3 sf a The organization?s CEO, Executive Director, ortop management OffIClaI 15a Other officers or key employees of the organization 151? If "Yes" to line 153 or 15b, describe the process in Schedule 0 (see instructions). 8E: 3? *5 1 16a Did the organization invest in, contribute assets to, or partiCipate in a )omt venture or Similar arrangement . 3 With a taxable entity during the year"Yes," did the organization follow a written policy or procedure requmng the organization to evaluate its ?g XX pamCIpation in 1mm venture arrangements under applicable federal tax law, and take steps to safeguard the . . organization's exempt status With respect to such arrangements? 1 6b 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 QQO-T (Section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. Own webSIte I: Another's webSIte Upon request I: Other (explain in Schedule 0) 19 Describe in Schedule 0 whether (and if so, how) the organization made its governing documents, conflict of interest policy, and finanCIal statements available to the public during the tax year. 20 State the name, address, and telephone number of the person who possesses the organization's books and recordsb JULIE STRAUSS 2200 WILSON BLVD. STE 102-533 ARLINGTON, VA 22201?3324 571?290?7655 JSA Form 990(2015) 5E10421 000 3416KU K922 2/13/2017 8:51:19 AM 15-7.18 1165299 Form 990 2015) . FREEDOM PARTNERS INSTITUTE, Compensation of Of?cers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors INC. Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons requrred to be listed. Report compensation for the calendar year or the organization's tax year. 47?3438079 Page 7 Check if Schedule 0 contains a response or note to any lrne in this Part VII El 0 all of the organrzatron?s current officers, drrectors, trustees (whether individuals or organizations), regardless of amount of compensation Enter -0- rn columns (D), (E), and (F) if no compensation was paid. 0 all of the organization's current key employees, If any. See Instructions for de?nrtron of "key employee the organrzatron's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form 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 hrghest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organrzatrons 0 List all of the organization's former directors or trustees that received, In the capacrty as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. persons In the followrng order' trustees or drrectors; trustees, officers, key employees, highest compensated employees, and former such persons. Check box If neither the organization nor any related organization compensated any current offrcer, director, or trustee. (C) (A) (B) (D) (E) (F) Name and Trtle Average (?10 not check more than one Reportable Reportable Estimated hours per unless person Is both an compensation compensation from amount of week (lrst any of?cer and a from related other hours for 5 3 7: a, I the organizations compensation related (17" 53 13?, organrzatron from the organizations organlzatlon below dotted ?3 ?t 8 and related lrne) 5 organizations 3 U: 3 PRESIDENT 50.00 1,110,328. 48,444. TREASURER 50.00 237,470. 8,230. SECRETARY 50.00 363,394. 41,827. _14) -15.) -10) 11!) 19) 11.0) 11.1) 11.2) 11.3.) 114.) JSA Form 990 (2015) 551041 1000 3416KU K922 2/13/2017 8:51:19 AM 15?7.18 1165299 . FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Form 990 (2015) Page 8 Section A. Of?cers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) (B) (C) (D) (E) (F) Name and title Average Posriion Reportable Reportable Estimated hours per (d0 "0t CheCk more than one compensation compensation from amount of week (?51 any box. unless person is both an from related other hours for Of?cer and a (?rector/trustee the Organlzatlons compensation related a a 5' organization fr?m the organizations a a at 5 8 (W-ZHOQQ-MISC) organization below dotted 9. .. 8* and related iine) 9? I a .9: 0 organizations cc .3 55SUb-tOtal 0. 1,711,192. 98,501- Total from continuation sheets to Part VII, Section A 0 - . . dTotal (add lines 1b and 1c) 0. 1,711,192. 98,501. 2 Total number of individuals (Including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization O. 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 indiwdual 4 For any indiwdual listed on line 13. is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? lf ?Yes,? complete Schedule for such indivrdual 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or indIVIdual for serwces rendered to the organization? If ?Yes,"complele Schedule for such person Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization Report compensation for the calendar year ending With or Within the organization's tax year. (A) Name and busmess address (3) Description of semces (C) 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 . x;??ui s? 349mg; r! ,x . 333 ,m mass?) - i as in?egif?? mast-Jude JSA 5E1055 1 000 3416KU K922 2/13/2017 8:51:19 AM 15-7 .18 1165299 Form 990 (2015) Form 990 (2015) . a Statement of Revenue FREE DOM PARTNERS INSTI TUTE INC. 47-3438079 Page 9 Check rf ScheduleOcontarnsaresponse or note to any lrne . . . . . . . . . . . . . . . . . . . . . . TotaI revenue Related 01' Unrelated Revenue 1 exempt busrness excluded from tax 1 function revenue under sectrons revenue 512-514 ?g 1a Federated campaigns . . . . . . . . events . . . . . . . . . 16 at, L. 0% Related organrzatrons . . . . . . . . 1d 9 4 2 ?twp E5 Governmentgrants . . All other contnbutrons, grants, {2&9 3%ng :5 and not Included above . 1f 12,130,486 5? {at at 5'2 9 Noncash contnbutrons Included rn lrnes 1a-1f' 12,130,486 2 Busrness Code 2 2a a, .2 u: 3? All other program servrce revenue . . . . . I- o. z) in i 3 Investment Income (rncludrng Interest3,452 3,452 4 Income from Investment of tax-exempt bond proceeds . 0. 5 0. Real (II)Per-50nal ,9 :3 6a Grossrents . . . . . . . . Less rental expenses . . . $2 a *v Rental Income or (loss) . . 35M 1 1; Netrentalrncomeor(lossOth 3:393: 3 7a Gross amount from sales of (I) ecu I85 (IIassets other than Inventory Hg 5 $9 a? ?it? In Less cost or other basrs 2 5 52 Krwi ?w:u and sales expenses . . . . a text; a time; Gain or(lossAme ?Meagan . 0 5 Va 3 8a Gross Income from 3 3 3 5 events (not Including of contributions reported on lrne 1cLess direct expenses . . . . . . . . . . . Net Income or (loss) from eventsGross Income from gamrng a Less dIrect expenses . . . . . . . . . . Net Income or (loss) from gaming . . . . . . 10a Gross sales of Inventory. less returns and allowances . . . . . . . . . a Less cost of goods sold . . . . . . . . . Netrncome or(loss) from sales of Inventory_ MISCellaneous Revenue Business Code 11a o. 12 Total revenue12,133,938. 3,452 JSA 551051 1000 Form 990 (2015) 3416KU K922 2/13/2017 8:51:19 AM 15-7.18 1165299 Form 990 (2015) . Part IX Statement of Functional Expenses FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Page 1 0 .Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule 0 contains a response or note to any line in this Part IX Do "at incmde amounts reported 0" ?nes 6b? 7b' Total ??genses Prog ra?gemce and Fundrigising 8b, 9b, and 10b Of Part expenses general expenses expenses 1 Grants and other a55istance to domestic organizations anddomesticgovemments SeePartN.line21. . . . 5:835:000- 5:835:000- 2 Grants and other aSSistance to domestic indIVIduaIs See Part IV, line 22 0 - 3 Grants and other a55istance to foreign organizations, foreign governments, and foreign InleIduaIS See Part IV, lines 15 and 16 . Benefits paid to or for members . 5 Compensation of current officers, directors, trustees. and key employees 0 . 6 Compensation not Included above, to disquali?ed persons (as de?ned under section 4958(f)(1)) and persons descnbed in section 4958(c)(3)(B) . Other salaries and wages 0 - 8 Pensmn plan accruals and contributions (include section 401 and 403(b) employer contributions) 0 - 9 Other employee benefits - 10 Payroll taxes - 1 1 Fees for services (non-employees) a O- Legal 0- 0- 0- Professmnal fundraismg semces See Part IV, line 17, - Investment management fees 0 - 9 Other (If line 119 amount exceeds 10% of line 25. column (A) amount. Ilst line 119 expenses on Schedule 0) 12 Advertismg and promotion - 1 3 Office expenses 0 - 14 Information technology 0 - 1 5 Royaltles 0 - 1 6 Occupancy 0- 17 Travel 0- 18 Payments of travel or entertainment expenses for any federal, state, or local public offiCIals 0 . 19 Conferences, conventions, and meetings 0 - 20 Interest 0- 21 Payments to affiliates 0 - 22 DepreCIation, depletion, and amortization 0 - 23 Insurance 0 - 24 Other expenses Itemize expenses not covered above (List miscellaneous expenses in line 24e If line 24a amount exceeds 10% of line 25. column (A) amount, Iist line 24e expenses on Schedule 0) 558. 446. 112. 9119, 856. 17, 326. 2, 530. All other expenses 25 Total functional expenses Add lines 1 through 24a 5 856, 354 . 5, 853Jomt costs. Complete this line only if the organization reported in column (B) 10ml costs from a combined educational campai and fundraismg solicnation Check here .f followmg SOP 98-2 (ASC 958-720) 0 2210521000 Form 990 (2015) 3416KU K922 2/13/2017 8:51:19 AM 15-7.18 1165299 . FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Form 990 (2015) Page 1 1 Balance Sheet Check if Schedule 0 contains a response or note to any line in this Part JJ (3) Beginning of year End of year 1 Cash - non-interest-bearing Savmgs and temporary cash investments O. 2 . 3 Pledges and grants receivable, net 0. 3 . 4 Accounts receivableLoans and other receivables from current and former officers, directors, trustees, key employees. and highest compensated employees Complete Part II of Schedule 0 . 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 0 . 6 . '33 7 Notes and loans receivableInventories for sale or use 0- a 0. 9 Prepaid expenses and deferred charges O. 9 . 10a Land. bUIldings, and equnpment: costor other has Complete Part VI of Schedule 10a Less accumulated depreCiation 10b 0 . 10c . 1 1 Investments - publicly traded securities 0 . 11 . 1 2 Investments - other securities. See Part IV, line 11 . 12 . 13 Investments - program?related See Part IV, line 11 0 . 13 . 14 Intangible assets 0- 14 0- 1 5 Other assets See Part IV, line 11 0. 15 O. 16 Total assets. Add lines 1 through 15 (must equal line 34Accounts payable and accrued expenses 0. 17 20, 152 . 18 Grants payable 0- 18 0- 19 Deferred revenue 0- 19 0- 20 Tax-exem pt bond liabilities 0 . 20 . 21 Escrow or custodial account liability Complete Part IV of Schedule . . . 21 3 22 Loans and other payables to current and former officers, directors, 2 trustees, key employees. highest compensated employees, and disqualified persons Complete Part II of Schedule . 22 . 3 23 Secured mortgages and notes payable to unrelated third parties . 23 . 24 Unsecured notes and loans payable to unrelated third parties . 24 . 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24) Complete Part ofScheduIeD 0- 25 0- 26 Total liabilities. Add lines 17 through 25 . 26 20, 152 . Organizations that follow SFAS 117 (ASC 958), check here mind 3 complete lines 27 through 29, and lines 33 and 34. 27 Unrestricted net assets Temporarily restricted net assets . 28 0 . 'g 29 Permanently restricted net assets . 29 . .3 Organizations that do not follow SFAS 117 (ASC 958), check here E, and 5 complete lines 30 through 34. ,2 30 Capital stock or trust prinCIpal, or current funds 30 31 Paid-in or capital surplus, or land, budding, or eqUipment fund 31 32 Retained earnings, endowment, accumulated income, or other funds . 32 2 33 Total net assets or fund balances . 33 6 277 584 . 34 Total liabilities and net assets/fund balances . Form 990 (2015) JSA 5E1053 1 000 3416KU K922 2/13/2017 8:51:19 AM 15?7.18 1165299 5! Form 990 (2015) Reconciliation of Net Assets Check if Schedule 0 contains a response or note to any line in this Part Xl . FREEDOM PARTNERS INSTITUTE, INC. 47?3438079 Page12 EL 1 Total revenue (must equal Part column (A), line 12) 1 12 133, 938 . 2 Total expenses (must equal Part IX, column (A), line 25) 2 5, 856, 354 . 3 Revenue less expenses Subtract line 2 from line Net assets or fund balances at beginning of year (must equal Part X, line 33. column 4 0 . 5 Net unrealized gains (losses) on investments 5 . 6 Donated sewices and use of faCiIities O. 7 Investment expenses 7 0- 8 Prior period adiustments a 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 33. columnl?n 10 6,277,584. Financial Statements and Reporting Check if Schedule 0 contains a response or note to any line in this Part EL Yes No 1 Accounting method used to prepare the Form 9901:] Cash Accrual El 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 finanCIaI statements compiled or reVIewed by an Independent accountant? 2a If "Yes," check a box below to indicate whether the Manual statements for the year were compiled or reVIewed on a separate consolidated or both' Separate baSlS Consolidated basus Both consolidated and separate bass 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 basis, consolidated ba5is, or both El Separate I: Consolidated basis El Both consolidated and separate ba3is If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsnbility for over5ight of the audit, review, or compilation of its finanCIaI statements and selection of an independent accountant? 2? If the organization changed either its over5ight 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 3a 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 (2015) JSA 5E1054 1 000 3416KU K922 2/13/2017 8:51:19 AM 15-7.18 1165299 Public Charity Status and Public Support OMB No 1545-0047 ?(Form 990 or 990-EZ) Complete if the organization is a section 501(c)(3) organization or a section nonexempt charitable trust. Department of the Treasury Attach to Form 990 or Form 990-EZ. - Open to Public Internal Revenue Semce Dinformation 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 11, 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 sewice organization descnbed In section 4 A medical research organization operated In With a hospital described in section Enter the l:h'ospital 5 name. City, and state 5 l:lAn organization operated for the benefit of a college or univerSIty owned or operated by a governmental unit in section (Complete Part II 6 A federal, state, or local government or governmental unit descnbed 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 organization that normally receives. (1) more than 331i3% of its support from contributions, membership fees, and gross receipts from actIVIties 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 51 1 tax) from busmesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part 10 An organization organized and operated excluswely to test for public safety See section 509(a)(4). 11 An organization organized and operated excluswely for the bene?t 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 113 through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 119 a Type I A organization operated, superwsed, or controlled by its supported organrzation(s), typically by giVing the supported organization(s) the power to regularly appornt or elect a majority of the directors or trustees of the supporting organizatron You must complete Part IV, Sections A and B. Type II A supporting organization supewised or controlled in connection With its supported organization(s), by havmg 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. Type functionally integrated. A supporting organization operated in connection With, and functionally integrated wrth, 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 organlzation(s) that is not functIonaIIy integrated The organization generally must satisfy a distribution requirement and an attentiveness requrrement (see instructrons). You must complete Part IV, Sections A and D, and Part V. 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 organrzation Enter the number of supported organizations Prowde the followmg information about the supported organization(s). Name of supported organization (ii) EIN Type of organization (iv) Is the organization Amount of monetary (VI) Ampunt of (descnbed on lines 1-9 IISled In your governing support (see other support (see above (see Instructions? document? instructions) instructions) Yes No (A) (B) (C) (D) (E) Total For Paperwork Reduction Act Notice. see the Instructions for Schedule A (Form 990 or 990-EZ) 2015 Form 990 or 990-EZ JSA 5E121010003416KU K922 2/13/2017 8:51:19 AM 15?7.18 1165299 Schedule A (Form 990 or QQO-EZ) 2015 Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part or if the organization failed to qualify under Part ill. If the organization fails to qualify under the tests listed below, please complete Part - FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Page 2 Section A. Public Support Calendar year (or fiscal year beginning in) 2011 2012 2013 2014 2015 Total 1 Gifts, grants, contributions, and membership fees received. (Do not include any?unusual grants 0 0 3,130,486 3,130,486 2 Tax revenues lewed for the organization?s benefit and either paid to or expended on Its behalf 0 3 The value of semces or faCIIities furnished by a governmental unit to the organization Without charge 0 4 Total. Add lines 1 through 3 3,130,486 3,130,486 5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line11,column 1,085,891 6 Public support Subtract line 5 from line 4 2' 044? 595 Section B. Total Support Calendar year (or fiscal year beginning in) 2011 2012 2013 2014 2015 Total 7 3,130,486 3,130,486 8 Gross income from interest, dividends, payments received on securities loans, rents, rOyaIties and income from Similar sources 3,452 3.452 9 Net income from unrelated busmess actiwties, 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 (Explain in Part VI 0 11 Total support Add lines 7 through 10 3,133,938 12 Gross receipts from related actIVIties, 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 Public support percentage for 2015 (line 6, column diVided by line 11, column 14 15 Public support percentage from 2014 Schedule A, Part II. line 14 15 16a 33113% support test - 2015. If the organization did not check the box on line 13, and line 14 is 331/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization El 33113% support test - 2014. If the organization did not check a box on line 13 or 16a, and line 15 is 33113 or more, check this box and stop here. The organization qualifies as a publicly supported organization I: 17a 10%-facts-and-circumstances test - 2015. 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-CIrcumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-CIrcumstances" test. The organization qualifies as a publicly supported organization I: 10%-facts-and-circumstances test - 2014. 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-cwcumstances" test. check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test The organization qualifies as a publicly supported organization 18 Private foundation. If the organization did not check a box on line 13. 16a, 16b, 173, or 17b, check this box and see instructions Schedule A (Form 990 or 990-EZ) 2015 JSA 5512201000 3416KU K922 2/13/2017 1165299 . FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Schedule A (Form 990 or 990-52) 2015 Page 3 Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 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) 2011 2012 (C) 2013 (d)2014 (9) 2015 TOIEI 1 Gifts. grants. contributions. and membership fees received (Do not include any ?unusual grants 2 Gross receipts from merchandise 50M or serwces penbnned. or facmnes furnished in any actiwty that is related to the organization's tax-exempt purpose 3 Gross receipts from actiwties that are not an unrelated trade or busmess under section 513 . 4 Tax revenues lewed for the organization's benefit and either paid to or expended on Its behalf 5 The value of semces or facmties 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 disqualr?ed persons that exceed the greater of $5.000 or 1% of the am0unt on line 13 for the year AddhnesTaandTb 8 Pubhc suppon.(Subnacthne 7c ?onr Ime6) Section B. Total Support Calendar year (or fiscal year beginning in) 2011 (1102012 (C) 2013 2014 2015 (0 Total 9 Amow?s?omlmeB 10a Gross income from interest. diVidends. payments received on securities loans. rents. royalties and income from Similar sources Unrelated busmess taxable income (less sechon 511 taxes) ?ont bumnesses acquneda?erJune30.1975 Addhnes10aand10b 11 Net income from unrelated busrness achwhes not induded in hne 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. 10c. 11. and 12 14 First five years. lf the Form 990 is for the organization's first, second. third. fourth. or fifth tax year as a section 501(c)(3) organization. check box and stop here Section C. Computation of Public Support Percentage 15 Public support percentage for 2015 (line 8. column dwided by line 13. column 15 16 Public support percentage from 2014 Schedule A. Part Ill. line 15 16 Section D. Computation of Investment Income Percentage 17 Investment income percentage for 2015 (line 10c. column (1) dwided by line 13. column 17 18 Investment income percentage from 2014 Schedule A. Part Ill. line 17 1B 19a 331/3% support tests - 2015. If the organization did not check the box on line 14. and line 15 is more than 331/3%. and line 17 is not more than 331/3 check this box and stop here. The organization qualifies as a publicly supported organization 331/3% support tests - 2014. If the organization did not check a box on line 14 or line 19a. and line 16 is more than 331/3 and line 18 IS not more than 331/3 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 990-5212015 5E12211000 3416KU K922 2/13/2017 8:51:19 AM 15-7. 18 a . FREEDOM PARTNERS INSTITUTE, INC. 47?3438079 Schedule A (Form 990 or 990-EZ) 2015 page 4 Supporting Organizations (Complete only if you checked a box in line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I. complete Sections A and C. If you checked 110 of Part I, complete Sections A, D, and E. If you checked 11d of Part l, 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? If describe in Part VI how the supported organizations are deSignated. lf deSignated by class or purpose, describe the designation. lf historic and continuing relationship, explain 1 2 Did the organization have any supported organization that does not have an determination of status under section 509(a)(1) or 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(c)(4), (5), or lf"Yes," answer and below 33 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)? it "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? it "Yes," explain in Part VI what controls the organization put in place to ensure such use 3c 4a Was any supported organization not organized in the United States ("foreign supported organization")? If Yes," and if you checked 11a or 11b in Part l, answer and below 4a Did the organization have ultimate control and discretion in decrding whether to make grants to the foreign supported organization? If Y"es," 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 exclusively 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, provrde detail in Part VI, including the names and EIN numbers of the supported organizations added, substituted, or removed, (ll) the reasons for each such action, the authority under the organization?s organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document) 53 Type I or Type II only. Was any added or substituted supported organization part of a class already desrgnated in the organization's document? 5b Substitutions only. Was the substitution the result of an event beyond the organization's control? 5c 6 Did the organization prowde support (whether in the form of grants or the provrsron of servrces or facmties) to anyone other than (I) its supported organizations. (ii) indivrduals 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 Vt. a 7 Did the organization provrde 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? lf"Yes," complete Part 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-E2) 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 lf"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? If 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? If "Yes," provide detail in Part VI. 96 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)? If Yes answer 10b below. 10a Did the organization have any excess busrness holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess busrness holdings) 10b JSA Schedule A (Form 990 or BSO-EZ) 2015 5E12291000 3416KU K922 2/13/2017 8:51:19 AM 15-7.18 1165299 .. FREEDOM PARTNERS INSTITUTE, INC. 47?3438079 Schedule A (Form 990 or QQO-EZ) 2015 Page 5 Supporting Organizations (continued) Yes No 11 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? 11a in A family member of a person descrIbed In above? 11b A 35% controlled entity of a person described In or above? If "Yes? to a, b, or c, prowde detail in Part VI. 11c Section B. Type I Supporting Organizations I Yes No 1 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 dunng the tax year? it "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. 1 2 Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supewised. or controlled the supporting organization? If "Yes, explain in Part VI how providing such benefit carried out the purposes of the supported organIzatIon(s) that operated, superwsed, or controlled the supporting organization 2 Section C. Type II Supporting Organizations Yes No 1 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)? it describe in Part Vlhow control or management of the supporting organization was vested in the same persons that controlled or managed the supported organIzatIon(s) 1 Section D. All Type ill Supporting Organizations Yes No 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, (I) a written notice describing the type and amount of support prowded 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 preVIously prowded'? 1 2 Were any of the organization's officers, directors, or trustees either (I) appomted or elected by the supported organIzatIon(s) or (II) sewing on the governing body of a supported organization? If explain in Part Vlhow the organization maintained a close and continuous working relationship with the supported organization(s) 2 3 By reason of the relationship described In (2), did the organization's supported organizations have a Significant v0Ice In the organization's investment pollCIeS 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 3 Section E. Type Functionally-Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions)? a The organization satisfied the ActIVIties 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) Yes No 2 ActIVIties Test Answer and below. a Did substantially all of the organization's actIVItIes 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 Vlidentr'fy those supported organizations and explain how these actiwties directly furthered their exempt purposes, how the organization was responswe to those supported organizations, and how the organization determined that these actiwties constituted substantially all of its 2a Did the actIVIties described in constitute actIVIties that, but for the organization's involvement, one or more of the organization?s supported organIzatIon(s) would have been engaged in? lf"Yes,"explain in Part Vlthe reasons for the organization?s posmon that its supported organIzatIon(s) would have engaged in these but for the organization?s involvement. 2b 3 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? Prowde details in Part Vi. 3a Did the organization exemise a substantial degree of direction over the programs, and actIVIties of each of its supported organizations? if "Yes," describe in Part the role played by the organization in this regard 3b JSA Schedule A (Form 990 or QQO-EZ) 2015 5512301000 3416KU K922 2/13/2017 8:51:19 AM 15-7.18 1165299 FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Schedule A (Form 990 or 990-EZ) 2015 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 See instructions. All other Type non-functionally integrated supporting organizations must complete Sections A through Section A - Adjusted Net Income (A) Prior Year (B) Current Year (optional) 1 Net short-term caprtal gain 1 2 Recoveries of prior-year distributions 2 3 Other gross income (see instructions) 3 4 Add lines 1 through 3 4 5 DepreCIation and depletion 5 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) 6 7 Other expenses (see instructions) 7 8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8 Section - Minimum Asset Amount (A) Prior Year (B) Current Year (optional) 1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year)? a Average value of securrties 1a Average cash balances 1b Fair market value of other non-exempt?use assets 1c Total (add lines 13, 1b. and 1c) 1d a Discount claimed for blockage or other factors (explain in detail in Part VI): 2 Acquismon indebtedness applicable to non-exempt?use assets 2 3 Subtract line 2 from line 1d 3 4 Cash deemed held for exempt use Enter 1-1/2% of line 3 (for greater amount, see instructions) 4 5 Net value of non?exempt-use assets (subtract line 4 from lIne 3) 5 6 Multiply line 5 by 035 6 7 Recoveries of prior-year distributions 7 8 Minimum Asset Amount (add line 7 to line 6) 8 Section - Distributable Amount Current Year 1 Adjusted net income for prior year (from Section A, line 8, Column A) 1 2 Enter 85% of line1 2 3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3 4 Enter greater of line 2 or line 3 4 5 Income tax imposed in prior year 5 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-functionaIIy-integrated Type supporting organization (see instructions) Schedule A (Form 990 or 990-EZ) 2015 JSA 5E12311000 3416KU K922 2/13/2017 8:51:19 AM 15?7.18 1165299 . FREEDOM PARTNERS INSTITUTE, Schedule A (Form 990 or 990-EZ) 2015 - INC. 47-3438079 Page 7 Type Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) Section - Distributions Current Year 1 Amounts paid to supported organizations to accomplish exempt purposes 2 Amounts paid to perform actIVIty that directly furthers exempt purposes of supported organizations, in excess of income from actIVity 3 Administrative expenses paid to accomplish exempt purposes of supported organizations 4 Amounts paid to achIre exempt-use assets 5 Qualified set-asrde amounts (prior IRS approval reqUIred) 6 Other distributions (describe in Part VI). See instructions 7 Total annual distributions. Add lines 1 through 6. 8 Distributions to attentive supported organizations to which the organization is responswe (prowde details In Part VI). See instructions 9 Distributable amount for 2015 from Section C, line 6 10 Line 8 amount dwided by Line 9 amount Section - Distribution Allocations (see instructions) (0 Excess Distributions Underdistributions Pre-2015 (ii) Distributable Amount for 2015 Distributable amount for 2015 from Section C, line 6 Underdistributions, if any, for years prior to 2015 (reasonable cause reqwred-see instructions) Excess distributions carryover, if any, to 2015 From 2013 From 2014 Total of lines Sa through Applied to underdistributions of prior years Applied to 2015 distributable amount Carryover from 2010 not applied (see instructions) Remainder. Subtract lines 39, 3h, and Bi from 3f Distributions for 2015 from Section D, line 7 Applied to underdistributions of prior years Applied to 2015 distributable amount Remainder Subtract lines 4a and 4b from 4. Remaining underdistributions for years prior to 2015, rf any. Subtract lines 39 and 4a from line 2 (if amount greater than zero, see instructions) Remaining underdistributions for 2015 Subtract lines 3h and 4b from line 1 (if amount greaterthan zero, see instructions) Excess distributions carryover to 2016 Add lines 3] and 4c Breakdown of line 7: Excess from 2013 Excess from 2014 (00.06? Excess from 2015 JSA 5512321000 3416KU K922 2/13/2017' 8:51:19 AM 1.5?7.18 1165299 Schedule A (Form 990 or 990-EZ) 2015 FREEDOM PARTNERS INSTITUTE, INC. 47?3438079 Schedule A (Form 990 or 990?52) 2015 Page 8 - Supplemental Information. Provide the explanations reqUIred by Part II, line 10; Part II, line 17a or 17b; and Part line 12. Also complete this partfor any additional information. (See instructions). SCHEDULE A, PART II UNUSUAL GRANT $9,000,000 JSA Schedule A (Form 990 or 990-EZ) 2015 551225 1000 3416KU K922 2/13/2017 8:51:19 AM 15-7.18 1165299 SCHEDULE I (Form 990) Grants and Other Assistance to Organizations, Governments, and Individuals in the United States Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22. Attach to Form 990. Department ofthe Treasury Information about Schedule I (Form 990) and its instructions is at Internal Revenue Semce Name of the organization FREEDOM PARTNERS INSTITUTE, INC. MGeneral Information on Grants and Assistance 1 Does the organization maintain records to substantiate the amount of the grants or assistance. the grantees' eligibility for the grants or and 2 Describe In Part IV the organization's procedures for monitoring the use of grant funds in the United States. OMB No 1545-0047 2015 Open to Public Inspection Employer Identl?catlon number 47-3438079 a Yes Wrants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered ?Yes" on Form 990. Part IV, line 21, for any reCipient that received more than $5,000. Part II can be duplicated if additional space is needed. No Method of valuation Amount oI cash Amount of non (book. FMV. appraisal. grant rash a55istance other) EIN IRC section 1 Name and address of organization if applicable or government (9) Description of non-cash assistance or aSSIStance Purpose of grant (1) AMERICANS FOR PROSPERITY FOUNDATION ARLINGTON, VA 22201 52-1527294 (3) 5,000,000 GENERAL SUPPORT (2) INSTITUTE FOR FAITH WORK 5 ECONOMICS MCLEAN, VA 22102 45-2481867 (3) 500,000 GENERAL SUPPORT (3) INSTITUTE FOR QUALITY EDUCATION INC INDIANAPOLIS, IN 46204 35-1836687 (3) 150,000 GENERAL SUPPORT (4) GOVERNMENT ACCOUNTABILITY INSTITUTE TALLAHASSEE, FL 32308 45-4681912 (3) 100,000 GENERAL SUPPORT (5) MEDIA RESEARCH CENTER RESTON, VA 20191 54-1429009 (3) 50,000. GENERAL SUPPORT (6) AMERICAN TRANSPARENCY BURR RIDGE, IL 6052':' 26-3593601 (3) 25,000 GENERAL SUPPORT (7) AMERICAS FUTURE FOUNDATION WASHINGTON, DC 20036 52-1928321 501(c)(3) 10,000 GENERAL SUPPORT (8) l9) (10) (11) (12) 2 Enter total number of section 501(c)(3) and government organizations listed in the line 1 table . . . . . . . . . . . . . . . . . . . . . . . . . . . . For Paperwork Reduction Act Notice, see the Instructions for Form 990. JSA 5E12861000 3416KU K922 2/13/2017 1165299 8:51:19 AM V15-7.18 Schedule (Form 990) (2015) 7 . FREEDOM PARTNERS INSTITUTE, INC. Schedule I (Form 990) (2015) 47-3438079 Page 2 Grants and Other Assistance to Individuals in the United States. 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 assmiance Number of Amount of Amount of Method of valuation (book, rec?P'ems cash grant non-cash asmstance FMV, appraisal. other) Description of non-cash assustance 7 Supplemental Information. Complete this part to prowde 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, INCLUDING PROHIBITIONS ON THE USE OF THE GRANT FUNDS, FOR EXAMPLE, 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 GRANTEE ON THE USE OF THE GRANT FUNDS JSA 5E1504 1 000 3416KU K922 2/13/2017 8:51:19 AM 15-7.18 1165299 Schedule I (Form 990) (2015) FREEDOM PARTNERS INSTITUTE, INC. 47?3438079 Schedule (Form 990) (2015) Page 2 Part Grants and Other Assistance to Individuals in the United States. 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 Number of Amount of Amount of Method of valuation (book, Description of non-cash assustance rec'P'emS cash grant non-cash FMV appraisal. other) 7 Supplemental Information. Complete this part to provnde the information required In Part l, line 2, Part column and any other additional Information. UPON REQUEST, AND RETURN OF ANY FUNDS USED IN VIOLATION OF THE AGREEMENT. Schedule I (Form 990) (2015) JSA 3416KU K922 2/13/2017 8:51:19 AM 15-7.18 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 PUDIIC Internal Revenue Semce Information about Schedule (Form 990) and its instructions Is at Inspection Name of the organization Employer identi?cation number FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Questions Regarding Compensation Yes No 1a Check the appropriate box(es) If the organization provided any of the followmg to or for a person listed on Form $3 990. Part VII. Section A, line 1a Complete Part to prowde any relevant Information regarding these items. if, 1 First-class or charter travel Housmg allowance or reSIdence for personal use if 2% 339:3? Travel for companions Payments for busmess use of personal reSIdence :5 a; 3 Tax Indemnification and gross-up payments Health or somal club dues or Initiation fees .. 1 . Discretionary spending account Personal serVIces maid. chauffeur, chef) If any of the boxes on line 1a are checked. did the organization follow a written policy regarding payment or reimbursement or prowsmn of all of the expenses described above? If complete Part to eXplaIn 2 Did the organization reqUIre substantiation prior to reimbursmg or allowmg expenses Incurred by all directors, trustees, and officers. Including the CEO/Executive Director. regarding the items checked In 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 nonquali?ed retirement plan? PartICIpate In, or receive payment from. an equrty?based compensation arrangement? If "Yes" to any of lines 4a-c. list the persons and prowde 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 IIsted 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" to line 5a or 5b, describe 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 line 6a or 6b, describe in Part k- "we" a? 7 For persons listed on Form 990. Part VII. Section A. line 1a. did the organization prOVIde any non-fixed payments not described on lines 5 and 6? If "Yes." describe In Part 7 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 9 If "Yes" to line 8. did the organization also follow the rebuttable presumption procedure described In $335;st egg Regulations section 9 For Paperwork Reduction Act Notice. see the Instructions for Form 990. Schedule (Form 990) 2015 JSA 5E1290 1 000 3416KU K922 2/13/2017 8:51:19 AM 15-7.18 1165299 FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Schedule (Form 990) 2015 Page 2. chrs, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies If additional space 15 needed. For each whose compensation must be reported on Schedule J. report compensation from the organization on row (I) and from related organizations, described In the Instructions, on row (11). Do not list any IndIVlduaIS that are not listed on Form 990, Part VII. Note: The sum of columns for each listed must equal the total amount of Form 990. Part VII. Section A. line 1a, applicable column (D) and (E) amounts for that (B) Breakdown 0f W-2 and] or compensation (C) Retirement and (D) Nontaxable (E) Total of columns (F) Compensation (A) Name and Tltle (I) Base (ll) Bonus Incentive (Ill) Other other deferred bene?ts (BWHD) in column (3) 7990099 compensatlon compensation reportable compensation as deferred on pnor compensation Form 990 JOSH FISHER 1TREASURER (ii) 181,847. 55,623. 0. 1,904. 6,326. 245,700. 0 MARC SHORT ((ii) 254,705. 855,623. 0. 18,000. 30,444. 1,158,772. 0. 0 0 0 0 JULIE STRAUSS 0. O. . 0. 0. 0. 33ECRETARY (ii) 308,394. 55,000. 4 (ii) 0) 5 (li) . 18,462. 23,365. 405,221. 6 (ii) (I) 1 (Ii) a (1i) 9 (ii) (I) 10 (Ii) 0) 1 1 (I) 12 (Ii) 13 (ill 14 (ID 15 (Ii) 16 (ill Schedule (Form 990) 2015 JSA 5E1291 1 000 3416KU K922 2/13/2017 8:51:19 AM 15?7.18 1165299 FREEDOM PARTNERS INSTITUTE, INC. Schedule (Form 990) 2015 Supplemental Information 47-3438079 Page 3. Complete this part to provide the information, explanation, or descriptions required for Part I, lines 13and for Part II. Also complete this 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 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. JSA 5E1505 1 000 3416KU K922 2/13/2017 10:38:58 AM 15-7.18 1165299 Schedule (Form 930) 2015 SCHEDULE 0 . (Form 990 or 990-EZ) OMB No 1545-0047 Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on De anmemofme Treasury Form 990 or 990-EZ or to provide any additional information. Open to Public [rug-"3 Revenue Semce >AttaCh to Form 990 Of Inspection Name of the organization Employer Identi?cation number FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 FORM 990, PART 1, 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 TO ADOPT OR APPROVE A PLAN OF MERGER OR TO APPOINT AN ADDITIONAL TO DISSOLVE THE TO ELECT DIRECTORS AND TO REMOVE AND 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. JSA 5E 1227 1 000 3416KU K922 2/13/2017 8:51:19 AM 15-7.18 1165299 Schedule 0 (Form 990 or 990-EZ) (2015) Schedule 0 (Form 990 or 990-52) 2015 Page 2 Name of the organization Employer Identi?cation number FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 FORM 990, PART VI, SECTION A, LINE BE THERE ARE NO SUCH COMMITTEES. FORM 990, PART VI, SECTION B, LINE 118 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 990-152) 2015 5512201000 3416KU K922 2/13/2017 8:51:19 AM 15?7.18 1165299 SCHEDULE (Form 990) Department of the Treasury Internal Revenue SerVIce FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 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 Name of the organization FREEDOM PARTNERS INSTITUTE INC. Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33. Employer Identl?catlon number 47?3438079 I OMB NO 1545-0047 Open to Public Inspection Name. address. and EIN (if applicable) of disregarded entity Primary activrty (6) Legal domicule (state or foreign country) (6) Total income (9) End-of-year assets In Direct controlling (1) (2) (3) (4) (5) (5) Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV. line 34 because it had one or more related tax-exempt organizations during the tax year. Name, address, and EIN of related organization (6) Primary activrty Legal (state Exempt Code section or foreign country) (9) Public chanty status (if section 501(c)(3)) (0 Direct controlling entity (9) Section 512(b)(13) controlled entity? Yes No (1) FREEDOM PARTNER CHAMBER OF COMMERCE, INC STE 102-533 2200 WILSON BLVD 45-3732750 ARLINGTON, VA 22201 PUBLIC ED DE (6) (2) FREEDOM PARTNERS ACTION FUND, INC 47?1065433 2300 WILSON BLVD, SUITE 500 ARLINGTON, VA 22201 POLITICAL DE 527 FPCOC (3) (4) (5) (5) (7) For Paperwork Reduction Act Notice, see the Instructions for Form 990. JSA 1 000 3416KU K922 2/13/2017 8:51:19 AM 15-7.18 1165299 Schedule (Form 990) 2015 FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 Schedule (Form 990) 2015 Page 2, Part 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. (C) (9) (9) (H U) Name, address, and EIN of Primary actiwty Legal Direct controlling Predominant Share of total Share of end-ot? Dllpiuportiornh Code V-UBI General or Percentage related organization entity income year assets .rsaumr amount in box 20 managing ownership (state or excluded frOm of Schedule K-1 partner? toriaign tax under (Form 1055) country) sections 512-514) Yes No Yes No (1) (2) (3) (4) (5) (5) (7) 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. (C) (9) (fl (9) ll) Name, address, and of related organization Primary actiwty Legal domicile Direct controlling Type of entity Share of total Share of Percentage 59cm" (state or foreign entity (C corp, corp. or income end-of-yeal' 855915 ownership ili?g?? country) "?50 entit 7 Yes No (1) INC 46-3335308 2200 WILSON BLVD STE 102-533 ARLINGTON, VA 22201 HOLDING COMPANY DE (2) INC 46?3309110 2200 WILSON BLVD STE 102?533 ARLINGTON, VA 22201 CONSULTING DE C-CORPORATION (3) INC. 46-3325739 2200 WILSON BLVD STE 102-533 ARLINGTON, VA 22201 CONSULTING DE C-CORPORATION (4) THOCO 45-3147042 2200 WILSON BLVD STE 102-533 ARLINGTON, VA 22201 HOLDING COMPANY DE C-CORPORATION (5) DEMETER ANALYTICS SERVICES, INC 45-3149158 2300 CLARENDON BLVD, SUITE 000 ARLINGTON, VA 22201 CONSULTING DE C-CORPORATION (5) (7) JSA Schedule (Form 990) 2015 5E13081 000 3416KU K922 2/13/2017 8:51:19 AM 15-7.18 1165299 Schedule FREEDOM PARTNERS INSTITUTE, INC. (Form 990) 2015 47-3438079 Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990. Part IV, line 34, 35b. or 36. u?Ul: Eco D. . Complete line 1 if any entity is listed in Parts II. or IV of this schedule. During the tax year did the organization engage in any of the followmg transactions With one or more related organizations listed in Parts Receipt of interest (ii) annumes royalties, or (iv) rent from a controlled entity. Gift. grant. or capital contribution to related organization(s) Gift. grant. or capital contribution from related organization(s)_ Loans or loan guarantees to or for related organization(s) Loans or loan guarantees by related organization(s) from related organization(sPurchase of assets from related organization(s)I Exchange of assets With related organization(sLease of fac?ities equment or other assets to related organization(s)_ Lease of faCilities eqmpment or other assets from related organization(s) . . . . . Performance of serwces or membership or fundraismg solicnations for related organization(s 5) Performance of servrces or membership or fundraismg solicuations by related organization(s)I Sharing of faculties, eqmpment. mailing lists. or other assets With related organization(s) Sharing of paid employees With related organization(s) Reimbursement paid to related organization(s) for expensesReimbursement paid by related organization(s)forexpenses . . . . . . . . . . . . . . . . . . Other transfer of cash or property to related organization(s)_ Other transfer of cash or property from related organization(s). Yes No (?the answer to any of the above is "Yes" see the instructions for information on who must complete th isl ine incl udi ng covered relationships a nd transaction thresholds Name of related organization Transaction We (Cl Amount involved Method of deterrnining amount involved (1) (2) (3) (4) (5) (5) JSA 5E13091000 3416KU K922 2/13/2017 8:51:19 AM 15-7.18 1165299 Schedule (Form 990) 2015 Schedule (Form 990) 2015 Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37. FREEDOM PARTNERS INSTITUTE INC. 47-3438079 Pme4 - . Prowde the followmg information for each entity taxed as a partnership through which the organization conducted more than five percent of its actiwties (measured by total assets or gross revenue) that was not a related organization See instructions regarding exclusmn for certain investment partnerships. (I) Name, address, and EIN of entity Primary actIVIty (6) Legal domiule (state or foreign country) Predominant income (related. unrelated. excluded from tax under sections 512-514) (9) Are all partners section 501(c)(3) organizationstotal income tel Share or end-ot-year assets Disproportionate allocations? Yes No (I) Oode - UBI amount in box 20 of Schedule K-1 (Form 1065) (ll General or managing partner? Yes No Percentage own ership l1) (2) (3) (4) (5) (5) (7) (3) l9) (11) (12) (13) (11L (1L (15) JSA 5E1310 1 000 3416KU K922 2/13/2017 8:51:19 AM 15-7.18 1165299 Schedule (Form 990) 2015 FREEDOM PARTNERS INSTITUTE, INC. 47-3438079 1 Schedule (Form 990) 2015 Page 5 Supplemental Information Complete this part to provide additional information for responses to questions on Schedule (see Instructions). Schedule (Form 990) 2015 5215101000 3416KU K922 2/13/2017 8:51:19 AM 15-7.18 1165299