Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - Form990 9; Department of the Trensun cnuc Sen ice foundations) Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private Do not enter so<:ial security numbers on this form as it may be made public Information about Form 990 and Its Instructions is at IRS govgform990 OMB No 1545-0047 2016 Open to Public Inspection A For the 2016 calendar year, or tax year beginning 01-01-2016 Check if applicable El Address change El Name change El Initial return Final Ebturn/terminated El Amended return El Application pendingl and ending 12-31-2016 Name of organization FreedomWorks Inc Domg busmess as Employer identification number 52-1349353 400 North Capitol Street NW No 765 Number and street (or 0 box if mail is not delivered to street address) Room/smte Telephone number (202) 783-3870 Washington, DC 20001 City or town, state or provmce, country, and ZIP or foreign postal code Gross receipts 6,421,820 Adam Brandon Washington, DC 20001 Name and address of prinCIpal officer 400 North Capitol Street NW No 765 I Tax?exem pt status l:l 501(c)(3) 501(c) 4) (insert no) l:l 4947(a)(1)or l:l 527 Website:> freedomworks org subordinates? H(b) Are all subordinates included? If attach a list (see instructions) H(a) Is this a group return for l:lYes No l:lYes l:lNo Group exemption number Form of organization Corporation l:l Trust l:l l:l Other} Year of formation 1984 State of legal domICIle DC IEEI Summary 1 Briefly describe the organization?s misswn or most Significant actIVIties We eXIst to bUIld, educate, and mobilize the largest network of actIVIstS advocating the prinCIples of smaller government, lower taxes, free 8 markets, personal liberty, and the rule of law 8 2 Check this box l:l if the organization discontinued its operations or disposed of more than 25% of its net assets as 3 Number of voting members of the governing body (Part VI, line 1a) 3 a: 4 Number of independent voting members of the governing body (Part VI, line 1b) 4 5 Total number of indiViduals employed in calendar year 2016 (Part V, line 2a) 5 46 ?5 6 Total number of volunteers (estimate if necessary) 6 2,530,000 ?1 7a Total unrelated busmess revenue from Part column (C), line 12 7a 0 Net unrelated busmess taxable income from Form 990-T, line 34 7b 0 Prior Year Current Year 8 Contributions and grants (Part line 1h) 5,463,134 6,181,393 9 Program serVIce revenue (Part line 29) 101,810 22,919 10 Investment income (Part column (A), lines Other revenue (Part column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 123,892 105,684 12 Total revenue?add lines 8 through 11 (must equal Part column (A), line 12) 5,688,835 6,309,996 13 Grants and Similar amounts paid (Part IX, column (A), lines 1?3) 0 0 14 Benefits paid to or for members (Part IX, column (A), line 4) 0 0 8 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5?10) 1,532,827 1,583,415 16a Professional fundraismg fees (Part IX, column (A), line He) 206,419 161,514 g. Total fundraismg expenses (Part IX, column (D), line 25) '1 17 Other expenses (Part IX, column (A), lines 11a?11d, 11f?24e) 7,288,683 6,192,285 18 Total expenses Add lines 13?17 (must equal Part IX, column (A), line 25) 9,027,929 7,937,214 19 Revenue less expenses Subtract line 18 from line 12 -3,339,093 -1,627,218 25 3 Beginning of Current Year End of Year 13% 20 Total assets (Part X, line 16) . 1,916,007 1,223,027 :2 21 Total liabilities (Part X, line 26) . 2,212,348 3,146,586 2:3 22 Net assets or fund balances Subtract line 21 from line 20 -296,341 -1,923,559 Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge 2017-08-30 Signature of officer Date Sign Here Adam Brandon PreSident Type or print name and title Print/Type preparer's name Preparer's Signature Date El PTIN Nicole Prince CPA Nicole Prince CPA 2017-08-30 Check If P01315245 Pald self?employed Preparer Firm 5 name Rogers 8i Company PLLC Firm EIN 58-2676261 Firm's address 8300 Boone Boulevard Suite 600 Phone no 703 893-0300 Use Only Vienna, VA 22182 May the IRS discuss this return With the preparer shown above? (see instructions) Yes l:l No For Paperwork Reduction Act Notice, see the separate instructions. Cat No 11282Y Form 990 (2016) 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 mi55ion FreedomWorks eXIsts to build, educate, mobilize the largest network of actIVIsts advocating the prinCIples of smaller government, lower taxes, free markets, personal liberty, and the rule of law 2 Did the organization undertake any Significant program serVIces during the year which were not listed on the prior Form 990 or 990-EZ7 l:l 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 serVIces? l:l Yes No If "Yes," describe these changes on Schedule 4 Describe the organization's program serVIce accomplishments for each of its three largest program serVIces, as measured by expenses Section 501(c)(3) and 501(c)(4) organizations are reqUIred to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program serVIce reported 4a (Code (Expenses 2,539,939 including grants of (Revenue See Additional Data 4b (Code (Expenses 721,184 including grants of (Revenue 22,919) See Additional Data 4c (Code (Expenses 1,441,301 including grants of (Revenue See Additional Data (Code (Expenses 410,069 including grants of (Revenue Grassroots Mobilization Training, eqUIpping and mobilizmg our donors and actiVists across the country to advocate for limited government at the local, state and federal level 4d Other program serVIces (Describe in Schedule 0 (Expenses 410,069 including grants of (Revenue 4e Total program service expenses? 5,112,493 Form 990 (2016i Form 990 (2016Page 3 Checklist of Required Schedules Yes No IS the organization described In section 501(c)(3) or 4947(a)(1) (other than a private Foundation)? If "Yes," complete No 1 Is the organization required to complete Schedule 5, Schedule of Contributors (see instructions)? 93' . 2 YES Did the organization engage in direct or indirect political campaign actIVIties on behalf of or in oppOSItion to candidates Yes for public office? If "Yes," complete Schedule C, Part I 3 Section 501(c)(3) organizations. Did the organization engage in lobbying actiwties, or have a section 501(h) election in effect during the tax year? If "Yes, complete Schedule C, Part II . 4 IS the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or Similar amounts as defined in Revenue Procedure 98-19? If "Yes, complete Schedule C, Part 93' . 5 0 Did 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? If "Yes, complete Schedule D, Part I 99' 6 0 Did the organization receive or hold a conservation easement, including easements to preserve open space, the enVIronment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II . 7 0 Did the organization maintain collections of works of art, historical treasures, or other Similar assets? If "Yes, complete Schedule D, Part 3 0 Did the organization report an amount in Part X, line 21 for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X, or prowde credit counseling, debt management, credit repair, or debt negotiation serVIces?If "Yes," complete Schedule D, Part IV 94 9 0 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, 10 N0 permanent endowments, or quaSI-endowments? If "Yes," complete Schedule D, Part 93' If the organization's answer to any of the followmg questions iS "Yes," then complete Schedule D, Parts VI, VII, IX, or as applicable Did the organization report an amount for land, bUIldingS, and eqUIpment in Part X, line 10? If "Yes, complete Schedule D, Part VI 118 es 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 24 11C 0 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 Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, PartX 116 Yes Did the organization's separate or consolidated finanCIal statements for the tax year include a footnote that addresses 11f Yes the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part 39' Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes, complete Schedule D, Parts Was the organization included in consolidated, independent audited finanCIal statements for the tax year? 12b Yes If "Yes, and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional IS the organization a school described in section If "Yes," complete Schedule 13 0 Did the organization maintain an office, employees, or agents outSide of the United States? 14a No Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraismg, busmess, investment, and program serVIce actIVItieS outSide the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV . 14b N0 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other a55istance to or for any foreign organization? If "Yes, complete Schedule F, Parts II and IV . 15 N0 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other a55istance to or for foreign indiViduaIS? If "Yes, complete Schedule F, Parts and IV . 16 N0 Did the organization report a total of more than $15,000 of expenses for profeSSIonal fundraismg serVIces on Part IX, 17 Yes column (A), lineS 6 and 11e? If "Yes," complete Schedule G, PartI (see instructions) Did the organization report more than $15,000 total of fundraismg event gross income and contributions on Part lines 1c and 8a? If "Yes," complete Schedule G, Part II . 13 N0 Did the organization report more than $15,000 of gross income from gaming actIVIties on Part line 9a? If "Yes," 19 complete Schedule G, Part . Form 990 (2016) Form 990 (2016) Page 4 Checklist of Required Schedules (continued) Yes No 203 Did the organization operate one or more hospital faCIlities? If "Yes," complete Schedule . 20a No 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 a55istance to any domestic organization or domestic 21 No government on Part IX, column (A), line 1? If ?Yes,? complete Schedule I, Parts Did the organization report more than $5,000 of grants or other a55istance to or for domestic indiViduals on Part IX, 22 column (A), line 2? If "Yes, complete Schedule I, Parts I and . N0 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," 23 Yes completeScheduleJ24a 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 If "No, go to line 25a . . . . . . . . . . . . . . . 24;. No Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . 24b Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? 24c Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 24d 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction With a disqualified person during the year? If "Yes," complete Schedule L, Part I . 25a No 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 25b No If "Yes," complete Schedule L, Part 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? 26 No If "Yes, complete Schedule L, Part II 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 27 No of any of these persons? If "Yes, complete Schedule L, Part . 28 Was the organization a party to a busmess transaction With one of the fo 0Wing 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 No A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV. .. 28b No 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 . 28: N0 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule . 29 No 30 Did the organization receive contributions of art, historical treasures, or other Similar assets, or qualified conservation contributions? If "Yes," complete Schedule 30 N0 31 Did the organization liqUIdate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, PartI . N0 31 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II 32 N0 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, PartI . u' 33 34 Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, or IV, and m- 34 Yes Part V, line 1 . . . . . 353 Did the organization have a controlled entity Within the meaning of section 512(b)(13)? 353 Yes 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 a. 35 Yes 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 93' 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 reqUIred to complete Schedule 0 38 Yes Form 990 (2016) Form 990 (2016) Page 5 Statements Regarding Other IRS Filings and Tax Compliance Check If Schedule 0 contaIns a response or note to any ?ne In thIs Part . Enter the number reported In Box 3 of Form 1096 Enter -0- If not applicable 1a 41 Enter the number of Forms W-2G Included In IIne 1a Enter -0- If not appIIcabIe 1b 0 the organIzatIon comply WIth backup WIthholdIng rules for reportable payments to vendors and reportable gamIng (gambIIng) WInnIngs to prIze wmners7 1c Yes Enter the number of employees reported on Form W-3, TransmIttal of Wage and Tax Statements, ?led for the calendar year endIng WIth or WIthIn the year covered by thIsreturn 2a 46 If at least one Is reported on IIne 2a, dId the organIzatIon ?le all reqUIred federal employment tax returns? 2b Yes Note.If the sum of ?nes 1a and 2a Is greater than 250, you may be reqUIred to e-?le (see InstructIons) the organIzatIon have unrelated busmess gross Income of $1,000 or more durIng the year? 3a No If ?Yes,? has It ?led a Form 990-T for thIs year7If "No" to [me 3b, prowa'e an explanatIon In Schedule 0 3b At any tIme durIng the calendar year, dId the organIzatIon have an Interest In, or a SIgnature or other authorIty over, a fInanCIaI account In a foreIgn country (such as a bank account, securItIes account, or other fInanCIaI account)? 4a No If "Yes," enter the name of the foreIgn country See InstructIons for fIlIng reqUIrements for Form 114, Report of ForeIgn Bank and Accounts (FBAR) Was the organIzatIon a party to a prothIted tax shelter transactIon at any tIme durIng the tax year? 5a No any taxable party notIfy the organIzatIon that It was or Is a party to a prothIted tax shelter transactIon? 5b No If "Yes," to IIne 5a or 5b, dId the organIzatIon ?le Form 8886-T7 5c Does the organIzatIon have annual gross receIpts that are normally greater than $100,000, and dId the organIzatIon 6a Yes any contrIbutIons that were not tax deducthle as charItabIe contrIbutIons7 If "Yes," dId the organIzatIon Include WIth every soIICItatIon an express statement that such contrIbutIons or were not tax deducthle7 . . . . . . . . . . . . . 6b Yes Organizations that may receive deductible contributions under section 170(c). the organIzatIon recere a payment In excess of $75 made partly as a contrIbutIon and partly for goods and serVIces 7a prowded to the payor? If "Yes," dId the organIzatIon notIfy the donor of the value of the goods or serVIces prowded" 7b the organIzatIon sell, exchange, or otherWIse dIspose of tangIble personal property for It was reqUIred to ?le Form82827 7c If "Yes," IndIcate the number of Forms 8282 ?led durIng the year I 7d I the organIzatIon recere any funds, dIrectly or IndIrectIy, to pay prequms on a personal bene?t contract? 7e the organIzatIon, durIng the year, pay prequms, dIrectly or IndIrectIy, on a personal bene?t contract? 7f If the organIzatIon recered a contrIbutIon of quaII?ed Intellectual property, dId the organIzatIon ?le Form 8899 as reqUIredthe organIzatIon recered a contrIbutIon of cars, boats, aIrpIanes, or other vehIcles, dId the organIzatIon ?le a Form 1098-C7 7h Sponsoring organizations maintaining donor advised funds. a donor adVIsed fund maIntaIned by the sponsorIng organIzatIon have excess busmess holdIngs at any tIme durIng the year? 8 the sponsorIng organIzatIon make any taxable dIstrIbutIons under sectIon 49667 9a the sponsorIng organIzatIon make a dIstrIbutIon to a donor, donor adVIsor, or related person? 9b Section 501(c)(7) organizations. Enter InItIatIon fees and capItal contrIbutIons Included on Part IIne 12 10a Gross receIpts, Included on Form 990, Part IIne 12, for pubIIc use of club 10b 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 recered from them 11b Section 4947(a)(1) non-exempt charitable trusts. Is the organIzatIon fIlIng Form 990 In lIeu of Form 10417 12a If "Yes," enter the amount of tax-exempt Interest recered or accrued durIng the year 12b Section 501(c)(29) qualified nonprofit health insurance issuers. Is the organIzatIon Icensed to Issue quaII?ed health plans In more than one state?Note. See the InstructIons for addItIonal InformatIon the organIzatIon must report on Schedule 0 13;. Enter the amount of reserves the organIzatIon Is reqUIred to maIntaIn by the states In the organIzatIon Is Icensed to Issue health plans 13b Enter the amount of reserves on hand 13c the organIzatIon recere any payments for Indoor tannIng serVIces durIng the tax year? 14a No If "Yes," has It ?led a Form 720 to report these payments7If "No,"prov1de an explanatIon In Schedule 0 . 14b Form 990 (2016) Form 990 (2016) Governance, Management, and DisclosureFor each "Yes" response to ?nes 2 through 7b below, and for a "No" response to lines Page 6 8a, 8b, 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 Ine 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 1a 8 If there are materIal differences In votIng rIghts among members of the body, or If the governIng body delegated broad authority to an executlve commIttee or 5ImI ar commIttee, explaIn In Schedule 0 Enter the number of votIng members Included In Ine 1a, above, who are Independent 1b 8 2 any of?cer, dIrector, trustee, or key employee have a famIIy relatIonshIp or a busmess relatIonshIp WIth any other of?cer, dIrector, trustee, or key employee? 2 No 3 the organIzatIon delegate control over management dutIes customarIIy performed by or under the dIrect superVIsIon 3 No of of?cers, dIrectors or trustees, or key employees to a management company or other person? 4 the organIzatIon make any 5IgnIfIcant changes to Its documents smce the prIor Form 990 was ?led? 4 No 5 the organIzatIon become aware durIng the year of a 5IgnIfIcant dIverSIon of the organIzatIon's assets? No the organIzatIon have members or stockholders? No 7a the organIzatIon have members, stockholders, or other persons who had the power to elect or appomt one or more members of the bodyAre any governance deCISIons of the organIzatIon reserved to (or subject to approval by) members, stockholders, or 7b No persons other than the body? 8 the organIzatIon contemporaneously document the meetIngs held or ertten actlons undertaken durIng the year by the followmg a The governIng body? 8a Yes Each commIttee WIth authorIty to act on behalf of the governIng body? 8b Yes 9 Is there any of?cer, dIrector, trustee, or key employee Isted In Part VII, SectIon A, who cannot be reached at the organIzatIon?s address? If "Yes," provrde the names and addresses In Schedule 0 . 9 No Section B. Policies (Thrs Sectron 3 requests mformatron about polrcres not requIred by the Internal Revenue Code.) Yes No 103 the organIzatIon have local chapters, branches, or 10a No If "Yes," dId the organIzatIon have ertten pollcles and procedures the actIVItIes of such chapters, and branches to ensure thalr operatIons are conSIstent WIth the organIzatIon's exempt purposes? 10b 11a Has the organIzatIon prOVIded a complete copy of thIs Form 990 to all members of Its body before fIlIng the form? 11a Yes In Schedule 0 the process, If any, used by the organIzatIon to reVIew thIs Form 990 12a the organIzatIon have a ertten coanIct of Interest pollcy? If go to ?ne 13 12a Yes Were offIcers, dIrectors, or trustees, and key employees reqUIred to dIsclose annually Interests that could gIve rIse to coanIcts? 12b Yes the organIzatIon regularly and conSIstently monItor and enforce compllance WIth the pollcy? If "Yes," In Schedule 0 how was done . . . . . . . . . . . . . . . 12c Yes 13 the organIzatIon have a ertten pollcy" 13 Yes 14 the organIzatIon have a ertten document retentIon and destructIon pollcy" 14 Yes 15 the process for determInIng compensatlon of the followmg persons Include a reVIew and approval by Independent persons, data, and contemporaneous substantIatIon of the deIIberatIon and deCISIon7 a The organIzatIon's CEO, ExecutIve DIrector, or top management offICIal 15a Yes Other of?cers or key employees of the organIzatIon 15b Yes If "Yes" to Me 15a or 15b, the process In Schedule 0 (see InstructIons) 163 the organIzatIon Invest In, contrIbute assets to, or partICIpate In a Jomt venture or 5ImI ar arrangement WIth a taxable entIty durIng the year? 16a No If "Yes," dId the organIzatIon follow a ertten pollcy or procedure reqUIrIng the organIzatIon to evaluate Its partICIpatIon In Jomt venture arrangements under appIIcable federal tax law, and take steps to safeguard the organIzatIon?s exempt status WIth respect to such arrangements? . 16b Section C. Disclosure 17 18 19 20 LIst the States WIth a copy of thIs Form 990 Is reqUIred to be ?led? Sectlon 6104 reqUIres an organIzatIon to make Its Form 1023 (or 1024 If appIIcable), 990, and 990-T (501(c)(3)s only) avaIIable for pubIIc Inspectlon IndIcate how you made these avaIIable Check all that apply l:l Own webSIte l:l Another's webSIte Upon request l:l Other (explaIn In Schedule O) DescrIbe In Schedule 0 whether (and If so, how) the organIzatIon made Its documents, of Interest pollcy, and fInanCIal statements avallable to the publIc durIng the tax year State the name, address, and telephone number of the person who possesses the organIzatIon's books and records PThe OrganIzatIon 400 North CapItol Street NW Ste 765 DC 20001 (202) 783-3870 Form 990 (2016) Form 990 (2016) Page 7 Compensation of Officers, 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 . . . . . . . . . . . . . . El Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons reqUIred to be listed Report compensation for the calendar year ending With or Within the organization's tax year 0 List all of the organization?s current officers, directors, trustees (whether indiViduals or organizations), regardless of amount of compensation Enter -0- in columns (D), (E), and (F) if no compensation was paid 0 List all of the organization's current key employees, If any See instructions for definition of "key employee 0 List the organization's five current highest compensated employees (other than an officer, director, trustee or key employee) who recewed 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, or 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 List persons in the Followmg order IndiVidual trustees or directors, institutional trustees, officers, key employees, highest compensated employees, and former such persons Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee (A) (B) (C) (D) (E) (F) Name and Title Average P05ition (do not check more Reportable Reportable Estimated hours per than one box, unless person compensation compensation amount of other week (list is both an officer and a from the from related compensation any hours director/trustee) organization organizations from the for related I It I (W- 2/1099- (W- 2/1099- organization and :i organizations .1 :i 3,5 MISC) MISC) related below dotted 3 organizations line) RE 5 ?3?.1. (1) Joan Carter 1 00 0 0 0 Chairman 1 00 (2) Betsy Albaugh 1 00 0 0 0 Vice Chairman (3) Robert TE Lansmg 1 00 0 0 0 Board Member 1 00 (4) Ted Abram 1 00 0 0 0 Board Member 1 00 (5) Thomas Knudsen 1 00 0 0 0 Board Member (6) Frank Sands Sr 100 0 0 0 Board Member (7) Richard Stephenson 1 00 0 0 0 Board Member (8) Paul Beckner 1 00 0 0 0 Board Member 1 00 (9) Adam Brandon 20 00 149,044 149,044 15,190 PreSIdent 20 00 (10) Wayne Brough 20 00 73,850 73,850 24,140 Chief Economist VP Research 20 00 (11) Parissa Sedghi 20 00 62,382 62,382 11,102 Director of Development 20 00 (12) John Campbell 20 00 84,535 84,535 14,212 VP of Marketing 20 00 (13) Andrew Smith 20 00 74,118 74,118 26,320 VP Technology Ana y5is 20 00 Form 990 (2016) Form 990 (2016) Page 8 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) (B) (C) (D) (E) (F) Name and Title Average P05ition (do not check more Reportable Reportable Estimated hours per than one box, unless person compensation compensation amount of other week (list is both an officer and a from the from related compensation any hours director/trustee) organization (W- organizations (W- from the for related I ,t I organization and :i organizations a g: 3 related below dotted g; E- 3 organizations line1bSub-Total . . . . . . . . . Total from continuation sheets to Part VII, Section A dTotal (add lines 1b and 1c) . 443,929 443,929 90,964 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 1 Yes No 3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes, complete Schedule for such indiwduai? . 3 No 4 For any IndIVIClual listed on line 1a, IS the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes, complete Schedule for such indiwdual . 4 Yes 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or indiVidual for serVIces rendered to the organization?? "Yes," complete Schedule for such person 5 N0 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 serwces Compensation DNN Corp Bundled cloud solutions 214,050 155 Bovet Rd Ste 201 San Maleo, CA 94402 Terra Eclipse Inc WebSIte serVIces 188,000 600 Street NW 400 Washington, DC 20004 Rebecca Hagelin Communications Marketi Advertismg services 129,554 15001 Gasparilla Rd PlaCIda, FL 33946 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 3 Form 990 (2016) Form 990 (2016) Statement of Revenue Check if Schedule 0 contains a response or note to any line In this Part Page 9 El (A) (B) (C) (D) Total revenue Related or Unrelated Revenue exempt bu5iness excluded from Function revenue tax under sections revenue 512-514 la Federated campaigns I la I Membership dues I 1b I Fundraismg events I 1c I Related organizations I 1d I - (D Government grants (contributions) I 1e I m? All other contributions, gifts, grants, 2 and Similar amounts not included if 6,181,393 a; above 5 Noncash contributions included in lines 1a-1f 2 3 a Tota .Add lines 1a-6,181,393 a, Busmess Code 3 23 Publication income 900099 22.919 22,919 i a, 5., All other program serVIce revenue 0 22,919 ?5 9T0tal.Add lines 2a?2f . . . . 3 Investment income (including diVidends, interest, and other Similar amountsIncome from investment of tax-exempt bond proceeds 5 Royalties . . . . . . . . . . . 102,324 102,324 Real (ii) Personal 6a Gross rents 111,824 Less rental expenses 111,824 Rental income or 0 (loss) Net rental income or (lossSecurities (ii) Other 7.3 Gross amount from sales of assets other than inventory Less cost or other ba5is and sales expenses Gain or (loss) Net gain or (lossGross income from fundraismg events a) (not including of 3 contributions reported on line 1c) See Part IV, line 18 . . . . a ct? bLess direct expenses . . . a Net income or (loss) from fundraismg events . . 5 9a Gross income from gaming actIVIties 0 See Part IV, line 19 a bLess direct expenses . . . Net income or (loss) from gaming actIVIties . . 10aGross sales of inventory, less returns and allowances a Less cost of goods sold . . Net income or (loss) from sales of inventory . . Miscellaneous Revenue Busmess Code 11a0ther mcome 900099 3,360 3,360 dAll other revenue eTotal. Add lines 11a?11d . . . . . . 3,360 12 Total revenue. See Instructions . . . . . 6,309,996 26,279 0 102,324 Form 990 (2016) Form 990 (2016) Page 10 Statement of Functional Expenses 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 an line in this Part IX El Do not include amounts reported on lines 6b, (A) Pro raglemce Mana grant and (Part Total expenses Expenses general expenses Fundraismgexpenses 1 Grants and other a55istance to domestic organizations and domestic governments See Part IV, line 21 2 Grants and other a55istance to domestic indiViduals See Part IV, line 22 3 Grants and other a55istance to foreign organizations, foreign governments, and foreign indIVIduals See Part IV, line 15 and 16 4 Benefits paid to or for members 5 Compensation of current officers, directors, trustees, and 242,559 189,141 21.810 31.608 key employees 6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . . 7 Other salaries and wages 995,224 840,459 14,472 140,293 8 Pen5ion plan accruals and contributions (include section 401 40,075 2,274 37.454 347 and 403(b) employer contributions) 9 Other employee benefits 148,848 6,163 141,208 1,477 10 Payroll taxes 156,709 8,891 146,460 1,358 11 Fees for serVIces (non-employees) a Management Legal 75,020 66,676 8,344 Accounting 213,998 142,561 47,494 23,943 Lobbying Professwnal fundraismg serVIces See Part IV, line 17 161,514 161,514 Investment management fees 9 Other (If line amount exceeds 10% of line 25, column 455,056 440,654 5.450 17,952 (A) amount, list line 11g expenses on Schedule O) 12 Advertismg and promotion 911,876 887,673 270 23,933 13 Of?ce expenses 2,319,397 1,318,642 16,697 984,058 14 Information technology 638,151 608,590 21,959 7,602 15 Royalties 16 Occupancy 258,101 258,101 17 Travel 325,917 285,113 1,933 38,871 18 Payments of travel or entertainment expenses for any federal, state, or local public offICIals 19 Conferences, conventions, and meetings 283,893 139,459 9,558 134,876 20 Interest 21,951 17,091 2,493 2,367 21 Payments to affiliates 22 DepreCIation, depletion, and amortization 435,248 435,248 23 Insurance 39,077 28,283 5,537 5,257 24 Other expenses Itemize expenses not covered above (List miscellaneous expenses in line 24a If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule 0 a Dues, subscriptions 116,483 55,301 45.927 5.255 rental 68,694 65,043 3,651 Training and developmen 19,226 110 19,116 Miscellaneous 197 369 17 -189 All other expenses 25 Total functional expenses. Add lines 1 through 24e 7,937,214 5,112,493 1.232.204 1.592.517 26 Joint costs. Complete this line only if the organization 1,729,755 862,419 0 367.336 reported in column (B) costs from a combined educational campaign and fundraising SOIICItation Check here if followmg SOP 98-2 (ASC 958-720) Form 990 (2016) Form 990 (2016) Balance Sheet Page 11 Check If Schedule 0 contaIns a response or note to any lIne In thIs Part IX El (A) (B) BegInnIng of year End of year 1 Cash?non-Interest-bearlng 447,044 1 342,451 2 Savmgs and temporary cash Investments 2 3 Pledges and grants recerable, net 3 4 Accounts recerable, net 96,818 4 108,302 5 Loans and other recerables from current and former of?cers, directors, trustees, key employees, and hIghest compensated employees Complete Part 5 II of Schedule 6 Loans and other recerables from other persons (as de?ned under sectIon 4958(f)(1)), persons descrIbed In sectIon 4958(c)(3)(B), and contrIbutIng employers and sponsorIng organIzatIons of sectIon 501(c)(9) 6 voluntary employees' benefICIary organIzatIons (see InstructIons) Complete (A Part II of Schedule 7 Notes and loans recerable, net 7 a InventorIes for sale or use PrepaId expenses and deferred charges 125,721 9 271,525 10a Land, bUIldIngs, and eqUIpment cost or other has Complete Part VI of Schedule 103 51473-097 Less accumulated depreCIatIon 10b 5.029.961 1.185.587 10c 443.136 11 traded securItIes 11 12 Investments?other securItIes See Part IV, lIne 11 12 13 Investments?program-related See Part IV, lIne 11 13 14 IntangIble assets 14 15 Other assets See Part IV, lIne 11 60,837 15 57,613 16 Total assets.Add lInes 1 through 15 (must equal lIne 34) 1.916.007 16 1.223.027 17 Accounts payable and accrued expenses 790,155 17 811,773 18 Grants payable 18 19 Deferred revenue 19 20 Tax-exempt bond IabI ItIes 20 v. 21 Escrow or custodIal account IabI Ity Complete Part IV of Schedule 21 '9 22 Loans and other payables to current and former offIcers, dIrectors, trustees, key employees, hIghest compensated employees, and A cc persons Complete Part II of Schedule 22 ?1 23 Secured mortgages and notes payable to unrelated thIrd partIes 23 24 Unsecured notes and loans payable to unrelated thIrd partIes 500.000 24 350.000 25 Other IabI ItIes (IncludIng federal Income tax, payables to related thIrd partIes, 922.193 25 1384.813 and other IabI ItIes not Included on lInes 17-24) Complete Part of Schedule 26 Total Iiabilities.Add lInes 17 through 25 2,212,348 26 3,146,586 3 Organizations that follow SFAS 117 (ASC 958), check here and 2 complete lines 27 through 29, and lines 33 and 34. 27 UnrestrIcted net assets 296,341 27 -1,923,559 8 28 Temporarlly restrIcted net assets 28 29 Permanently restrIcted net assets 29 ,2 Organizations that do not follow SFAS 117 (ASC 958), 5 check here l:l and complete lines 30 through 34. 30 CapItal stock or trust prInCIpal, or current funds . 30 a; 31 PaId-In or capItal surplus, or land, or eqUIpment fund 31 32 RetaIned earnIngs, endowment, accumulated Income, or other funds 32 33 Total net assets or fund balances 296,341 33 -1,923,559 2 34 Total IabI ItIes and net assets/fund balances 1,916,007 34 1,223,027 Form 990 (2016) Form 990 (2016) Page 12 Reconcilliation of Net Assets Check If Schedule 0 contaIns a response or note to any lIne In thIs Part Total revenue (must equal Part column (A), lIne 12) 1 6,309,996 2 Total expenses (must equal Part IX, column (A), lIne 25) 2 7,937,214 3 Revenue less expenses Subtract lIne 2 from lIne 1 3 -1,627,218 4 Net assets or fund balances at begInnIng of year (must equal Part X, lIne 33, column 4 -296,341 5 Net unrealized gaIns (losses) on Investments 5 6 Donated serVIces and use of faCIlItIes 6 7 Investment expenses 7 8 PrIor perIod adjustments 8 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, column 10 -1,923,559 Financial Statements and Reporting Check If Schedule 0 contaIns a response or note to any lIne In thIs Part XII . . . . . . . . . . . . . Yes No 1 AccountIng method used to prepare the Form 990 l:l Cash Accrual l:l Other If the organIzatIon changed Its method of accountmg from a prIor year or checked "Other," explaIn In Schedule 0 2a Were the organIzatIon?s fInanCIal statements comleed or reVIewed by an Independent accountant? 2a No If ?Yes,? check a box below to IndIcate whether the fInanCIal statements for the year were complied or reVIewed on a separate ba5Is, consolIdated ba5Is, or both l:l Separate ba5Is l:l ConsolIdated ba5Is l:l Both consolldated and separate ba5Is Were the organIzatIon?s fInanCIal statements audIted by an Independent accountant? 2b Yes If ?Yes,? check a box below to IndIcate whether the fInanCIal statements for the year were audIted on a separate ba5Is, consolldated ba5Is, or both l:l Separate basIs ConsolIdated ba5Is l:l Both consolldated and separate ba5Is If "Yes," to lIne 2a or 2b, does the organIzatIon have a commIttee that assumes for overSIght of the audIt, reVIew, or compIIatIon of Its fInanCIal statements and selectIon of an Independent accountant? 2c Yes 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 3a No 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) Additional Data Software ID: Software Version: EIN: 52-1349353 Name: FreedomWorks Inc Form 990 (2016) Form 990, Part Line 4a: Education Use of varlous media, Includmg mall, email, embedded programming and other means to advocate, promote, educate, traln, equ and our donors and actIVIsts about IImIted government at the local, state and federal level Form 990, Part Line 4b: Public Affairs, Public Policy and Government Affairs To include traditional media outreach, through TV, radio, and interViews, opinion editorials, and online/news media outreach through blogging, networking, paid advertising, and development of actIVIst networking platform Track legislation on Capitol Hill, analyze bills and alert FreedomWorks donors and actiwsts when issues of interest become relevant Publish voting records of Congress on key votes Form 990, Part Line 4c: Strategic Planning and Research Development of strategic research and planning promoting consumer?focused economic po ICIes In and International economic markets Including, regulatory policy, fiscal policy, health care policy, tax policy, energy, enVIronmental po ICIes and other mi55ion-related Issues Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493250013027 SCHEDULE (3 Political Campaign and Lobbying Activities glorm 990 or 990? For Organizations Exempt From Income Tax Under section 501(c) and section 527 2 0 1 6 PComplete if the organization is described below. PAttach to Form 990 or Form 990-EZ. PInformation about Schedule (Form 990 or 990-EZ) and its instructions is at Open to Public Department ot the Trensun Inspection Internal Rex enue Sen ice If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then a Section 501(c)(3) organizations Complete Parts l-A and Do not complete Part l-C 0 Section 501(c) (other than section 501(c)(3)) organizations Complete Parts l-A and below Do not complete Part I-B a Section 527 organizations Complete Part I-A only If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then 0 Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part ll-A Do not complete Part 0 Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)) Complete Part ll-B Do not complete Part ll-A If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then 0 Section 501(c)(4), (5), or (6) organizations Complete Part Name of the organization Employer identification number FreedomWorks Inc 52-1349353 Complete if the organization is exempt under section 501(c) or is a section 527 organization. 1 Prowde a description of the organization's direct and indirect political campaign actIVIties in Part IV 2 Political expenditures 7,875 3 Volunteer hours Part I-B Complete if the organization is exempt under section 501(c)(3). 1 Enter the amount of any tax incurred by the organization under section 4955 2 Enter the amount of any tax incurred by organization managers under section 4955 3 If the organization incurred a section 4955 tax, did it file Form 4720 for this yearcorrection made? Yes No If "Yes," describe in Part IV Complete if the organization is exempt under section 501(c), except section 501(c)(3). 1 Enter the amount directly expended by the filing organization for section 527 exempt Function actIVIties 7,875 Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function actIVIties 3 Total exempt function expenditures Add lines 1 and 2 Enter here and on Form 1120-POL, line 17b 7 875 4 Did the filing organization fiIeForm 1120-POL for this year? Yes No 5 Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization made payments For each organization listed, enter the amount paid from the filing organization?s funds Also enter the amount of political contributions received that were and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC) If additional space is needed, prowde information in Part IV Name Address EIN Amount paid from Amount of political filing organization?s contributions received funds If none, enter and and -0- directly delivered to a separate political organization If none, enter -0- 6 For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ. Cat No 500845 Schedule (Form 990 or 990-EZ) 2016 Schedule (Form 990 or 990-EZ) 2016 Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)). Page 2 A Check l:l IF the organizatIon belongs to an affiliated group (and list In Part IV each affiliated group member's name, address, EIN, Check l:l If the fIlIng organizatIon checked box A and "lImIted control" prOVISIons apply expenses, and share of excess lobbying expenditures) Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.) Filing organIzation's totals Affiliated group totals 1a Total lobbying expenditures to Influence publIc opInIon (grass roots lobbying) Total lobbying expenditures to Influence a legislative body (dIrect lobbyIng) Total lobbyIng expenditures (add lines 1a and 1b) Other exempt purpose expendItures Total exempt purpose expendItures (add lines 1c and 1d) Lobbying nontaxable amount Enter the amount from the Followmg table In both columns If the amount on line 1e, column or is: The lobbying nontaxable amount is: Not over $500,000 20% of the amount on Ine 1e Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000 Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000 Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000 Over $17,000,000 $1,000,000 9 Grassroots nontaxable amount (enter 25% of line 11?) Subtract lIne lg from line 1a If zero or less, enter -0- i Subtract lIne 1f from line 1c If zero or less, enter -0- If there Is an amount other than zero on eIther line lb or lIne 1i, did the organization ?le Form 4720 reporting section 4911 tax for this year? Yes "0 4-Year Averaging Period Under section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.) Lobbying Expenditures During 4-Year Averaging Period Calendar year (or ?scal year 2013 2014 2015 2016 Total beginning In) 2a LobbyIng nontaxable amount LobbyIng ceiling amount (150% of lIne 2a, column(e)) Total lobbying expendItures Grassroots nontaxable amount Grassroots ceiling amount (150% of lIne 2d, column Grassroots lobbyIng expenditures Schedule (Form 990 or 990-EZ) 2016 Schedule (Form 990 or 990-EZ) 2016 Page 3 Part II-B Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)). a For each "Yes" response on [Ines 1a through 11 below, prowde In Part IV a detailed description of the lobbying aCt?V'ty Yes No Amount 1 During the year, dId the fIlIng organization attempt to Influence foreign, national, state or local legislation, Including any attempt to influence public opInion on a legislative matter or referendum, through the use of Volunteers? PaId staff or management (Include compensation In expenses reported on lines 1: through MedIa advertIsements? MaIlIngs to members, legislators, or the public? Publications, or published or broadcast statements? Grants to other organIzatIons for lobbying purposes? Direct contact WIth legislators, theIr staffs, government offICIals, or a legislative body? RallIes, demonstratIons, semInars, conventIons, speeches, lectures, or any 5imI ar means? Other actIVItIes7 Total Add lInes 1c through 1i 2a Did the actIVItIes In line 1 cause the organizatIon to be not descrIbed In sectIon 501(c)(3)? If "Yes," enter the amount of any tax incurred under sectIon 4912 If "Yes," enter the amount of any tax incurred by organizatIon managers under sectIon 4912 If the filing organization Incurred a section 4912 tax, dId it file Form 4720 for thIs year? Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c) Yes No 1 Were substantIally all (90% or more) dues received nondeductible by members? 1 2 Did the organizatIon make only In-house lobbyIng expenditures of $2,000 or less? 2 3 Did the organizatIon agree to carry over lobbying and polItical expendItures from the prIor year? 3 Part Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either BOTH Part lines 1 and 2, are answered "No" OR (D) Part line 3, is answered "Yes." 1 Dues, assessments and amounts from members 1 2 SectIon 162(e) nondeducthle lobbyIng and politIcal expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid). a Current year 23 Carryover from last year 2b Total 2c 3 Aggregate amount reported In section 6033(e)(1)(A) notIces of nondeducthle sectIon 162(e) dues 3 4 If notices were sent and the amount on lIne 2c exceeds the amount on line 3, what portIon of the excess does the organizatIon agree to carryover to the reasonable estimate of nondeductible lobbying and political expendIture next year? 4 5 Taxable amount of lobbyIng and polItical expendItures (see Instructions) 5 Supplemental Information Prowde the descriptions reqUIred for Part l-A, lIne 1, Part l-B, ?me 4, Part l-C, line 5, Part II-A (affiliated group lIst), Part II-A, lInes 1 and 2 (see instructIons), and Part ll-B, line 1 Also, complete thIs part for any additIonal InformatIon Return Reference Explanation Part I-A, Line 1 FreedomWorks sponsors a politIcal actIon committee and a SuperPAC Schedule (Form 990 or 990EZ) 2016 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - SCHEDULE (Form 990) Department of the Trensun Internal Rex enue Sen Ice Supplemental Financial Statements Complete if the organization answered "Yes," on Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. Attach to Form 990. Information about Schedule (Form 990) and its instructions is at OMB No 1545-0047 2016 Open to Public Inspection Name of the organization FreedomWorks Inc Employer identification number 52-1349353 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6. 1 Total number at end of year 2 Aggregate value of contributions to (during year) 3 Aggregate value of grants from (during year) Aggregate value at end of year a Donor adVised funds Funds and other accounts Did the organization inform all donors and donor adVisors in writing that the assets held in donor adVIsed funds are the organization's property, subject to the organization's excluswe legal control? 6 Did the organization inform all grantees, donors, and donor adVisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor adVisor, or for any other purpose conferring impermi55ible private benefitConservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply) l:l Preservation of land for public use (e recreation or education) l:l l:l Protection of natural habitat l:l l:l Preservation of open space Preservation of an historically important land area Preservation of a certified historic structure 2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year He d at the End of the Year a Total number of conservation easements 2a Total acreage restricted by conservation easements 2b Number of conservation easements on a certified historic structure included in 2c Number of conservation easements included in achIred after 8/17/06, and not on a historic 2d structure listed in the National Register 3 Number of conservation easements modified, transferred, released, or terminated by the organization during the tax year Number of states where property subject to conservation easement is located Does the organization have a written policy regarding the periodic monitoring, inspection, handling of Violations, and enforcement of the conservation easements it holds? l:l Yes l:l No 6 Staff and volunteer hours devoted to monitoring, inspecting, handling of Violations, and enforcmg conservation easements during the year 7 Amount of expenses incurred in monitoring, inspecting, handling of Violations, and enforCIng conservation easements during the year 8 Does each conservation easement reported on line 2(d) above satisfy the reqUIrements of section and section l:l Yes l:l No 9 In Part describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization?s finanCIal statements that describes the organization's accounting for conservation easements Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" on Form 990, Part IV, line 8. 1a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other Similar assets held for public exhibition, education, or research in furtherance of public serVice, pr0Vide, in Part the text of the footnote to its finanCIal statements that describes these items If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other Similar assets held for public exhibition, education, or research in furtherance of public serVice, prowde the followmg amounts relating to these items Revenue included on Form 990, Part line 1 (ii)Assets included in Form 990, Part 2 If the organization received or held works of art, historical treasures, or other Similar assets for financial gain, prOVide the followmg amounts reqUIred to be reported under SFAS 116 (ASC 958) relating to these items a Revenue included on Form 990, Part line 1 Assets included in Form 990, Part For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 52283D Schedule (Form 990) 2016 Schedule (Form 990) 2016 Page 2 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 Usmg the organIzatIon's achISItion, accessmn, and other records, check any of the followmg that are a SignIfIcant use of Its collection Items (check all that apply) a l:l Public exhibitIon l:l Loan or exchange programs l:l Scholarly research Other l:l Preservation for future generations 4 a description of the organIzatiori's collections and explain how they further the organization?s exempt purpose In Part 5 During the year, dId the organization so ICIt or receive donations of art, historical treasures or other assets to be sold to raise funds rather than to be maintaIned as part of the organization?s collection? El Yes El No Escrow and Custodial Arrangements. Complete If the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 1a Is the organization an agent, trustee, custodian or other Intermediary for contributions or other assets riot Included on Form 990, Part El Yes El No If "Yes," explaIn the arrangement In Part and complete the followmg table Amount Beginning balance 1C AddItIons durIng the year 1d 8 Distributions durIng the year 18 EndIng balance 1f 2a Did the organizatIon Include an amount on Form 990, Part X, line 21, for escrow or custodIal account lIability7 El Yes No If "Yes," explaIn the arrangement In Part Check here If the explanatIon has been prOVIded In Part . . . . . . . . l:l Endowment Funds. Complete If the organIzatIon answered "Yes" on Form 990, Part IV, Ine 10. (a)Current year (b)PrIor year (c)Two years back (d)Three years back (e)Four years back 1a BegInnIng of year balance ContrIbutIons Net Investment earnings, gains, and losses Grants or scholarships Other expendItures for faCIlitIes and programs AdmInistrative expenses 9 End of year balance 2 the estImated percentage of the current year end balance (line lg, column held as Board deSIgnated or quaSI-endowment Permanent endowment TemporarIIy restrIcted endowment The percentages on lInes 2a, 2b, and 2c should equal 100% 3a Are there endowment funds not In the possesSIon of the organizatIon that are held and admInIstered for the organization by Yes No unrelated organizations . . . . . . . . . . . . . . . . . 3a(i) (ii) related organizations . . . . . . . . . . . . . . . . . 3a(ii) If "Yes" on are the related organIzations Isted as reqUIred on Schedule . . . . . . . . . 3b 4 Describe In Part the Intended uses of the organIzation's endowment funds Land, Buildings, and Equipment. Complete If the or anIzatIon answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, Me 10. Description of property Cost or other (b)Cost or other (other) (c)Accumulated depreCIatIon (d)Book value (Investment) 1a Land BUIldIngs Leasehold Improvements 725,969 483,443 242,526 (I EqUIpment . . . 326,607 314,362 12,245 Other . . . 4,420,521 4,232,156 188,365 Total. Add lines 1a through 1e (Column (cl) must equal Form 990, Part X, column (B), line 10(c)) . . 443,136 Schedule (Form 990) 2016 Schedule (Form 990) 2016 Page 3 Investments?Other Securities. Complete if the organization answered ?Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12. Description of security or category (b)Book (c)Method of valuation (Including name of security) value Cost or end-of-year market value (1)FinanCIal derivatives (2)Closely-held eqUIty interests (3)Other (A) (B) (C) (D) (E) (F) (G) (H) Total. (Column must equal FONT) 990, Part X, col (B) line 12 Investments?Program Related. Complete if the organization answered ?Yes' on Form 990, Part IV, line 11c. See Form 990, Part X. line 13. Description of investment Book value Method of valuation Cost or end-of-year market value (1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column must equal Falm 990, Part X, col (B) line 13) Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d See Form 990, Part X, line 15 Description Book value (1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column must equal Form 990, Part X, col (B) line 15Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25. 1_ Description of liability Book value (1) Federal income taxes Deferred rent 209,474 Capital lease obligation 32,440 Due to related entity 1,742,899 (4) (5) (6) (7) (8) (9) Total. (Column must equal Falm 990, Part X, col (B) line 25) I 1,984,813 2. Liability for uncertain tax p05itions In Part prowde the text of the footnote to the organization's finanCIal statements that reports the organization's liability for uncertain tax p05itions under FIN 48 (ASC 740) Check here if the text of the footnote has been prowded in Part Schedule (Form 990) 2016 Schedule (Form 990) 2016 Page 4 Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete If the organIzatIon answered 'Yes' on Form 990, Part IV, lIne 12a. 1 Total revenue, gaIns, and other support per audIted fInanCIal statements . . . . . . . 1 2 Amounts Included on lIne 1 but not on Form 990, Part lIne 12 a Net unrealized gaIns (losses) on Investments . . . . 2a Donated serVIces and use RecoverIes of prIor year grants . . . . . . . . . . . 2c Other (DescrIbe In Part . . . . . . . . . . . . 2d Add lInes 2a through Subtract lIne 2e from lIne Amounts Included on Form 990, Part lIne 12, but not on lIne 1 3 Investment expenses not Included on Form 990, Part lIne 7b . 4a Other (DescrIbe In Part . . . . . . . . . . . 4b Add lInes Total revenue Add ?ms 3 and 4c. (ThIs must equal Form 990, Part I, lIne Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete If the organIzatIon answered 'Yes' on Form 990, Part IV, lIne 12a. 1 Total expenses and losses per audIted FInanCIal statements . . . . . . . . . . . 1 2 Amounts Included on lIne 1 but not on Form 990, Part IX, lIne 25 a Donated serVIces and use of faCIlItIes . . . . . . . . . 2a PrIor year adjustments . . . . . . . . . . . . 2b Other losses . . . . . . . . . . . . . . . . 2c Other (DescrIbe In Part . . . . . . . . . . . . 2d Add lInes 2a through SubtractlIne 2e from lIne Amounts Included on Form 990, Part IX, lIne 25, but not on lIne 1: 3 Investment expenses not Included on Form 990, Part lIne 7b . . 4a Other (DescrIbe In Part . . . . . . . . . . . . 4b AddlInes4aand4b . . . . . . . . . . . . . . . . . . . . . 4c 5 Total expenses Add lInes 3 and 4c. (ThIs must equal Form 990, Part I, lIne Supplemental Information the descrIptIons reqUIred for Part II, ?ms 3, 5, and 9, Part lInes 1a and 4, Part IV, lInes 1b and 2b, Part V, lIne 4, Part X, lIne 2, Part XI, lInes 2d and 4b, and Part XII, lInes 2d and 4b Also complete thIs part to prowde any addItIonal Informatlon Return Reference ExplanatIon See AddItIonal Data Table Schedule (Form 990) 2015 Schedule (Form 990) 2015 Page 5 Supplemental Information (continued) Return Reference Explanation Schedule (Form 990) 2016 Additional Data Supplemental Information Software ID: Software Version: EIN: Name: 52-1349353 FreedomWorks Inc Return Reference Explanation Part X, Llne 2 Management has evaluated FreedomWorks' tax pOSItIons and has concluded that FreedomWorks as taken no uncertaln tax posmons that quallfy for elther or In he consolldated flnanCIal statements Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493250013027 ?t??ggiggo?) Supplemental Information Regarding 1545'0047 Fundraising or Gaming Activities Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a open to Public oi the Tre?slm PAttach to Form 990 or Form 990-Ez. . Ill-[311131 Rt? E?mk? SEHICB ?Information about Schedule (Form 990 or 990-EZ) and its instructions is at gov/form990. InspeCtlon Name of the organization Employer identification number FreedomWorks Inc 52- 1349353 Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete this part. 1 Indicate whether the organization raised funds through any of the followmg actIVIties Check all that apply a Mail solidtations SoliCitation of non-government grants Internet and email soliatations SoliCitation of government grants Phone Speaal fundraismg events In-person soIICItations 2a Did the organization have a written or oral agreement With any indiViduaI (including officers, directors, trustees or key employees listed in Form 990, Part VII) or entity in connection With professmnal fundraismg serVIcesT? Yes El No If "Yes," list the ten highest paid indiViduals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization Name and address of (ii) ActIVIty Did (iv) Gross receipts Amount paid to (vi) Amount paid to indiVidual fundralser haVe from actIVIty (or retained by) (or retained by) or entity (fundraiser) 0F fundraiser listed in organization control of col (0 contributions? Yes No Direct Mail Creative HSP Direct AdVIce 20130 Lakev'ew Center No 2,277,594 145,264 2,132,330 Plaza Ashburn, VA 20147 Direct Mail Creative Righters Group LLC AdVIce 1807 South Church Street No 377,607 16,250 361,357 108 Smithfield, VA 23430 Total 2,655,201 161,514 2,493,687 3 List all states in which the organization is registered or licensed to contributions or has been notified it IS exempt from registration or licensmg ALFor Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Cat No 50083H Schedule (Form 990 or 990-EZ) 2016 Schedule (Form 990 or 990-EZ) 2016 Page 2 Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraismg event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events With gross receipts greater than $5,000. (a)Event #1 Event #2 (c)0ther events Total events (add col (3) through (event type) (event type) (total number) col G) Q) 0: 1 Gross receipts . 2 Less Contributions . 3 Gross income (line 1 minus line 2) 4 Cash prizes 5 Noncash prizes 5 Rent/faculty costs IE- 7 Food and beverages 8 Entertainment 5 9 Other direct expenses 10 Direct expense summary Add lines 4 through 9 in column . . . . . . . . . . 11 Net income summary Subtract line 10 from line 3, column . . . . . . . . . . Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a. G) Pull tabs/Instant Total gaming (add 5 Bmgo bingo/progresswe bingo Other gammg col through col 82 1 Gross revenue . 2 Cash prizes 3 Noncash prizes 6.5 4 Rent/faculty costs 5 5 Other direct expenses Yes Yes -341. El Yes 6 Volunteer labor . . . . No No No 7 Direct expense summary Add lines 2 through 5 in column . . . . . . . . . . 3 Net gaming income summary Subtract line 7 from line 1, column . . . . . . . . 9 Enter the state(s) in which the organization conducts gaming actIVIties a Is the organization licensed to conduct gaming actIVIties in each of these states? I: Yes No If explain 10a Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? Yes No If "Yes," explain Schedule (Form 990 or 990-EZ) 2016 Schedule (Form 990 or 990-EZ) 2016 Page 3 11 Does the organization conduct gaming actIVIties With nonmembers? Yes No 12 Is the organization a grantor, bene?CIary or trustee of a trust or a member of a partnership or other entity formed to administer charitable gaming? Yes El No 13 Indicate the percentage of gaming actIVIty conducted in a The organization's faCIlity 13a An out5ide faCIlity 13b 14 Enter the name and address of the person who prepares the organization?s gaming/speCIal events books and records Name Address 15a Does the organization have a contract With a third party from whom the organization receives gaming revenue? DYes DNO If "Yes," enter the amount of gaming revenue received by the organization and the amount of gaming revenue retained by the third party If "Yes," enter name and address of the third party Name Address 16 Gaming manager information Name Gaming manager compensation Description of serVIces prowded l:l Director/officer l:l Employee l:l Independent contractor 17 Mandatory distributions a Is the organization reqUIred under state law to make charitable distributions From the gaming proceeds to retain the state gaming license? EYES No Enter the amount of distributions reqUIred under state law distributed to other exempt organizations or spent in the organization's own exempt actIVIties during the tax year Supplemental Information. Prowde the explanations reqwred by Part I, line 2b, columns and and Part lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to prowde any additional information (see instructions). Return Reference Explanation Schedule (Form 990 or 990-EZ) 2016 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493250013027 Schedule Compensation Information OMB No 1545-0047 (Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 2 0 1 6 Complete if the organization answered "Yes" on Form 990, Part IV, line 23. Attach to Form 990. Department oftlie Trensun Information about Schedule (Form 990) and its instructions is at Internal Re\ enue Senice Ins I ection Name of the organization Employer identification number FreedomWorks Inc 52-1349353 Questions Regarding Compensation Yes No 1a Check the appropiate 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 l:l First-class or charter travel l:l Housing allowance or re5idence for personal use l:l Travel for companions l:l Payments for busmess use of personal re5idence l:l Tax idemnification and gross-up payments l:l Health or seeial club dues or initiation fees l:l Discretionary spending account l:l Personal serVIces (e maid, chauffeur, chef) If any of the boxes in 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 1b 2 Did the organization reqUIre substantiation prior to reimbursmg or allowmg expenses incurred by all directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? 2 Yes 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 l:l 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? 4a No Participate in, or receive payment from, a supplemental nonqualified retirement plan? 4b No Participate in, or receive payment from, an eqUIty-based compensation arrangement? 4c No If "Yes" to any of lines 4a-c, list the persons and prowde the applicable amounts for each item in Part Only 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? 5a No Any related organization? 5b No If "Yes," on 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? 6a No Any related organization? 6b No If "Yes," on line 6a or 6b, describe in Part 7 For persons listed on Form 990, Part VII, Section A, line 1a, did the organization prowde any non-fixed payments not described in lines 5 and 67 If "Yes," describe in Part 7 No 8 Were any amounts reported on Form 990, Part VII, paid or accured 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" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53 9 For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50053T Schedule (Form 990) 2016 Schedule] (Form 990) 2016 Page 2 Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed. For each indIVIdual whose compensation must be reported on Schedule J, report compensation from the organization on row and from related organizations, described in the instructions, on row (ii) Do not list any ihdiViduals that are not listed on Form 990, Part VII Note. The sum of columns (B for each listed indiVidual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that indiVidual (A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and (D) Nontaxable (E) Total of columns (F) Compensation in (ii) other deferred benefits column(B) reported as (I) Bonus Incentwe Other reportable compensation deferred on prior Form Base compensation 990 compensation compensation 1 Adam BrandonPreSIdent 149,044 0 0 3,719 3,876 156,639 0 (ii) 149,044 0 0 3,719 3,876 156,639 0 2 Wayne Brough 73,350 0 0 2,469 9,601 85,920 0 Chief Economist Reseamh (ii) 73:850 0 0 2,469 9,601 85,920 0 3 John Campbell 84,535 0 0 3,400 3,706 91,641 0 VP of Marketing - - - (ii) 84:535 0 0 3,400 3,706 91,641 0 4 Andrew 74,118 0 0 2,992 10,168 87,278 0 VP Technology Analy5is - - - - - - - - - - - - - (ii) 74:118 0 0 2,992 10,168 87,278 0 See Additional Data Table Schedule (Form 990) 2016 Schedule (Form 990) 2016 Page 3 Supplemental Information Prowde the Information, explanation, or descriptions reqUIred for Part I, IInes 1aand for Part II Also complete this part for any additional information Return Reference Explanation Schedule (Form 990} 2016 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - SCHEDULE 0 (Form 990 or 990- El) Department of the Trensun 1 OMB No 1545-0047 Open to Public Inspection Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. Attach to Form 990 or 990-EZ. Information about Schedule 0 (Form 990 or 990-EZ) and its instructions is at A Name of the FreedomWorks Inc rganlzatlon Employer identification number 52-1349353 990 Schedule 0, Supplemental Information Return Explanatlon Reference Form 990, Form 990 Is prepared by an Independent CPA ?rm and a draft copy I5 prowded to the Organl Part VI, zatlon's senlor staff, outSIde general counsel and all board members for reVIew All comme Sectlon B, after reVIews are complled and dlscussed WIth CPA ?rm for After edlts are ma Ilne 11b de, fInaI verSIon of Form 990 IS prOVIded to the PreSIdent, Treasurer, and Management Comm Ittee for ?nal reVIew Once reVIewed, the PreSIdent Is prowded the ?nal 990 for Slgnatu re and hung 990 Schedule 0, Supplemental Information Return Reference Explanation Form 990, Part VI, Section B, line 120 Governance and Ethics Policy is revrewed and adopted annually by the Board of Directors an employees FreedomWorks directors and employees shall disclose annually to the Secretary any direct conflict between their own IndIVIdual Interests and those of FreedomWorks If such a does eXIst, the director or employee shall provrde the Secretary written otice of such relationship and shall refrain from acting on any issue With respect to whic the director or employee is conflicted 990 Schedule 0, Supplemental Information Return Explanation Reference Form 990, The process includes completion of an independent compensation study on a periodic baSIs, Part VI, based on a compilation of competitive data representing Similar organizations This inform Section B, ation is then presented to the compensation committee at a semi-annual Board meeting to di line 15 scuss and vote on This process includes compensation for the Pre5ident or any person deem ed a disqualified person under Internal Revenue Code Section 4958 The process for determi ning compensation of other officers or key employees of the organization is determined by the PreSIdent 990 Schedule 0, Supplemental Information Return Explanation Reference Form 990, FreedomWorks makes its Form 1024 available upon request FreedomWorks makes available a pu Part VI, blic disclosure copy of its Federal Form 990 upon request and it is available on Gwdestar Section C, line 18 990 Schedule 0, Supplemental Information Return Explanation Reference Form 990, FreedomWorks makes Its governing documents, certain p0 lC eS (including conflict of intere Part VI, st policy) and finanCIaI statements available upon request based on discretion of manageme Section C, nt line 19 990 Schedule 0, Supplemental Information Return Explanation Reference Form 990, FreedomWorks has an audit committee that assumes responSIbility for over3ight of the audit Part XII, Line of Its finanCIaI statements and selection ofan independent accountant 20 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493250013027 SCHEDULE Related Organizations and Unrelated Partnerships OMB 1545'0047 (Form Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37. 1 6 Attach to Form 990. Information about Schedule (Form 990) and its instructions is at Open to Public Department of the Trensun Internal Re\ enue Senice Ins I ection Name of the organization Employer identification number FreedomWorks Inc 52-1349353 Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33. a (C) Name, address, and EIN (if applicable) of disregarded entity Primary actiVity Legal domICIle (state Total Income End-of-year assets Direct controlling or foreign country) entity Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year. 9 Name, address, and EIN of related organization Primary actIVIty Legal domicHe (state Exempt Code section Public charity status Direct controlling Section 512(b) or foreign country) (if section 501(c)(3)) entity (l3) controlled entity? Yes No (1)FreedomWorks Foundation Research and education of DC 501(c)(3) 7 FreedomWorks Yes 400 North Capitol Street NW 765 consumer?focused economic DOIICIES Washington, DC 20001 52-1526916 (2)The FreedomWorks Fund Dormant DC 527 FreedomWorks Yes 400 North Capitol Street NW 765 Washington, DC 20001 20?1381918 For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50135Y Schedule (Form 990) 2016 Page 2 Schedule (Form 990) 2016 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) (I) Name, address, and EIN of Primary Legal Direct Predominant Share of Share of Disproprtionate Code V-UBI General or Percentage related organization actIVIty dOm C le controlling income(re ated, total Income end-of-year allocations? amount in box managing ownership (state entity unrelated, assets 20 of partner? or excluded from Schedule K-l foreign tax under (Form 1065) country) sections 512? 514) Yes No Yes No Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year. a) (I) Name, address, and EIN of Primary actIVIty Legal Direct controlling Type of entity Share of total Share of end?of? Percentage Section 512(b) related organization domICIle entity (C corp, corp, Income year ownership (13) controlled (state or foreign or trust) assets entity? country) Yes No Dormant DC Freedomworks 100 000 Yes (1)Citizens for a Sound Economy Inc 400 North Capitol Street NW 765 Washington, DC 20001 20?2810833 Schedule (Form 990) 2016 Schedule (Form 990) 2016 page 3 Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36. Note. Complete line 1 if any entity is listed In Parts II, or IV of this schedule YES NO 1 During the tax year, did the orgranization engage in any of the fo 0Wing transactions With one or more related organizations listed in Parts a Receipt of interest, (ii)annUIties, royalties, or(iv) rent from a controlled entity . 1a No Gift, grant, or capital contribution to related organization(s) . 1'3 N0 Gift, grant, or capital contribution from related organization(s) . 1C N0 Loans or loan guarantees to or for related organization(s) 1d N0 Loans or loan guarantees by related organization(s) 16 N0 DiVidends from related organization(s) 1f N0 9 Sale of assets to related organization(s) . lg No Purchase of assets from related organization(s) . 1h N0 i Exchange of assets With related organization(s) . 1i N0 Lease of faCIlities, eqUIpment, or other assets to related organization(s) 11 N0 Lease of faCIlities, eqUIpment, or other assets from related organization(s) . 1k No Performance of serVIces or membership or fundraismg SOIICItations for related organization(s) 1' Yes Performance of serVIces or membership or fundraismg by related organization(s) N0 Sharing of faCIlities, eqUIpment, mailing lists, or other assets With related organization(s) . 1" Yes 0 Sharing of paid employees With related organization(s) . 10 Yes Reimbursement paid to related organization(s) for expenses . 1p Yes Reimbursement paid by related organization(s) for expenses . 1Cl Yes Other transfer of cash or property to related organization(s) . 1r No 5 Other transfer of cash or property from related organization(s) . 15 NO 2 If the answer to any of the above is "Yes," see the instructions for information on Who must complete this line, including covered relationships and transaction thresholds Name of related organization Transaction type Amount involved Method of determining amount involved (1)FreedomWorks Foundation 270,145 Tracked directly (2)FreedomWorks Foundation 686,218 Tracked directly (3)FreedomWorks Foundation 17,059 Tracked directly (4)FreedomWorks Foundation 0 1,165,687 Allocated based on employee time Schedule (Form 990) 2016 Schedule (Form 990) 2016 Page 4 Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37. Prowde the followmg Information for each entity taxed as a partnership through which the organization conducted more than five percent of its actIVIties (measured by total assets or gross revenue) that was not a related organization See instructions regarding exclu5ion for certain investment partnerships a Name, address, and EIN of entity Primary actiwty Legal domICIle (state or foreign country) Predominant income (related, unrelated, excluded from tax under sections 512- 514) (8) Are all partners section 501(c)(3) organizations? Yes No Share of total income (9) hare of end?of?year assets Disproprtionate allocations? Yes No (I) Code amount in box of Schedule K-l (Form 1065) (R) General or Percentage managing ownership partner? Yes No Schedule (Form 990) 2016 Schedule (Form 990) 2016 Page 5 Supplemental Information Prowde additional Information for responses to questions on Schedule (see Instructions) Return Reference Explanation Schedule (Form 990) 2016