Form 990 A For the 2012 calendar year, or tax year beginning Address change Name change Initial return Terminated Amended return Application pending D Employer identification number PATRIOT MAJORITY USA 45-0710294 Doing Business As Number and street (or P.O. box if mail is not delivered to street address) PO BOX 35522 Room/suite E Telephone number City, town, or post office, state, and ZIP code WASHINGTON, DC Open to Public Inspection and ending C Name of organization Check if applicable: 2012 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) | The organization may have to use a copy of this return to satisfy state reporting requirements. Department of the Treasury Internal Revenue Service B OMB No. 1545-0047 Return of Organization Exempt From Income Tax 20033 VAROGA Yes X No for affiliates? SAME AS C ABOVE H(b) Are all affiliates included? Yes No X 501(c) ( 4 ) § (insert no.) 501(c)(3) 4947(a)(1) or 527 I Tax-exempt status: If "No," attach a list. (see instructions) H(c) Group exemption number | J Website: | WWW.PATRIOTMAJORITY.ORG Trust Association Other | Form of organization: X Corporation Year of formation: 2011 M State of legal domicile: DC K L Part I Summary 1 Briefly describe the organization's mission or most significant activities: ENCOURAGE A DISCUSSION OF ECONOMIC ISSUES IN THE UNITED STATES IN ORDER TO MAKE AMERICA Activities & Governance F Name and address of principal officer:CRAIG 832-747-1258 23,013,625. G Gross receipts $ H(a) Is this a group return Check this box | if the organization discontinued its operations or disposed of more than 25% of its net assets. 3 Number of voting members of the governing body (Part VI, line 1a) ~~~~~~~~~~~~~~~~~~~~ 4 Number of independent voting members of the governing body (Part VI, line 1b) ~~~~~~~~~~~~~~ 4 5 Total number of individuals employed in calendar year 2012 (Part V, line 2a) ~~~~~~~~~~~~~~~~ 5 6 Total number of volunteers (estimate if necessary) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 7 a Total unrelated business revenue from Part VIII, column (C), line 12 ~~~~~~~~~~~~~~~~~~~~ 7a 2 3 7b 3 3 6 0 0. 0. 2,887,570. 0. 0. 0. 2,887,570. 22,000. 0. 0. 0. 23,013,625. 0. 0. 0. 23,013,625. 1,411,993. 0. 206,042. 0. 493,191. 515,191. 2,372,379. 22,096,393. 23,714,428. -700,803. Net Assets or Fund Balances Expenses Revenue b Net unrelated business taxable income from Form 990-T, line 34  Prior Year 8 9 10 11 Contributions and grants (Part VIII, line 1h) ~~~~~~~~~~~~~~~~~~~~~ Program service revenue (Part VIII, line 2g) ~~~~~~~~~~~~~~~~~~~~~ Investment income (Part VIII, column (A), lines 3, 4, and 7d) ~~~~~~~~~~~~~ Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) ~~~~~~~~ 12 13 14 15 Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12)  Grants and similar amounts paid (Part IX, column (A), lines 1-3) ~~~~~~~~~~~ Benefits paid to or for members (Part IX, column (A), line 4) ~~~~~~~~~~~~~ Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) ~~~ 16a b 17 18 Professional fundraising fees (Part IX, column (A), line 11e)~~~~~~~~~~~~~~ 373,500. | Total fundraising expenses (Part IX, column (D), line 25) Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e) ~~~~~~~~~~~~~ Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) ~~~~~~~ 19 Revenue less expenses. Subtract line 18 from line 12  Beginning of Current Year 20 Total assets (Part X, line 16) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 21 Total liabilities (Part X, line 26) ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 22 Net assets or fund balances. Subtract line 21 from line 20  Part II 2,372,379. 0. 2,372,379. Current Year End of Year 1,673,689. 2,113. 1,671,576. Signature Block 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. Sign Here = = Signature of officer Type or print name and title Print/Type preparer's name Paid Preparer Use Only Date CRAIG VAROGA, PRESIDENT Preparer's signature DAVID DONNELLY DAVID DONNELLY CARR, RIGGS & INGRAM LLC Firm's name TWO RIVERWAY, FLOOR 15 Firm's address HOUSTON, TX 77056 9 9 Date 11/15/13 Check if self-employed Firm's EIN 9 PTIN P00956426 72-1396621 713-621-8090 X Yes No May the IRS discuss this return with the preparer shown above? (see instructions)  232001 12-10-12 LHA For Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2012) SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENT CONTINUATION Phone no. PATRIOT MAJORITY USA Part III Statement of Program Service Accomplishments 45-0710294 Form 990 (2012) 1 Page 2 Check if Schedule O contains a response to any question in this Part III ••••••••••••••••••••••••••••• Briefly describe the organization's mission: PATRIOT MAJORITY USA WAS FORMED TO ENCOURAGE A DISCUSSION OF ECONOMIC ISSUES IN THE UNITED STATES IN ORDER TO MAKE AMERICA STRONGER AND PROMOTE OUR COUNTRY'S FUTURE ECONOMIC PROSPERITY 4a Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes X No If "Yes," describe these new services on Schedule O. Did the organization cease conducting, or make significant changes in how it conducts, any program services?~~~~~~ Yes X No If "Yes," describe these changes on Schedule O. Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 13,474,779. including grants of $ 752,440. ) (Revenue $ (Code: ) (Expenses $ ) 4b (Code: 4c (Code: 4d Other program services (Describe in Schedule O.) including grants of $ (Expenses $ 22,477,340. Total program service expenses J 2 3 4 4e TO ENCOURAGE A PUBLIC DISCUSSION ABOUT ECONOMIC DEVELOPMENT IN THE UNITED STATES IN ORDER TO CREATE JOBS AND PROMOTE SOUND FISCAL POLICIES. 9,002,561. including grants of $ 659,553. ) (Revenue $ ) (Expenses $ EXPENDITURES AND GRANTS FOR ISSUE ADVOCACY TO EDUCATE VOTERS ON CANDIDATES' VIEWS. 232002 12-10-12 ) (Expenses $ ) ) (Revenue $ including grants of $ ) (Revenue $ ) ) Form 990 (2012) PATRIOT MAJORITY USA Part IV Checklist of Required Schedules Form 990 (2012) 45-0710294 Page 3 Yes 1 2 3 4 5 6 7 8 9 10 11 a b c d e f 12a b 13 14a b 15 16 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Is the organization required to complete Schedule B, Schedule of Contributors ~~~~~~~~~~~~~~~~~~~~~~ ? Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III ~~~~~~~~~~~~~~ Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II~~~~~~~~~~~~~~ Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V ~~~~~~~~~~~~~~~~~~~~~~~~ If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable. Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII ~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII ~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X ~~~~~~ Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X ~~~~ Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI and XII ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional ~~~~~ Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ~~~~~~~~~~~~~~ Did the organization maintain an office, employees, or agents outside of the United States? ~~~~~~~~~~~~~~~~ Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If "Yes," complete Schedule F, Parts II and IV ~~~~~~~~~~~~~~~~~ Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If "Yes," complete Schedule F, Parts III and IV ~~~~~~~~~~~~~~~~~~~~~ Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 20a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H ~~~~~~~~~~~~~~~~ b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? •••••••••• 1 2 X 3 X X 4 5 X 6 X 7 X 8 X 9 X 10 X 11a X 11b X 11c X 11d 11e X X 11f X 12a X 12b 13 14a X X X 14b X 15 X 16 X 17 X 18 X 17 232003 12-10-12 No X 19 X 20a 20b Form 990 (2012) PATRIOT MAJORITY USA Part IV Checklist of Required Schedules (continued) Form 990 (2012) 45-0710294 Page 4 Yes 21 22 23 24a b c d 25a b 26 27 28 a b c 29 30 31 32 33 34 35a b 36 37 38 Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II ~~~~~~~~~~~~~~~~~~ Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 24b through 24d and complete Schedule K. If "No", go to line 25 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? ~~~~~~~~~~~ Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? ~~~~~~~~~~~ Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ~~~~~~~~~~~~~~~~~~~~~~~~~ Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part II ~~~~~~~~~~~ Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ~~~~~~~~~~~ A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ~~ An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV~~~~~~~~~~~~~~~~~~~~~ Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M ~~~~~~~~~ Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ~~~~~~~~~~~~~~~~~~~~~~~~ Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization have a controlled entity within the meaning of section 512(b)(13)? ~~~~~~~~~~~~~~~~~~ If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ~~~~~~~~~~~~~~~~~~~ Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI ~~~~~~~~ Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O ••••••••••••••••••••••••••••••• 232004 12-10-12 21 No X 22 X 23 X 24a 24b X 24c 24d 25a X 25b X 26 X 27 X 28a 28b X X 28c 29 X X 30 X 31 X 32 X 33 X 34 35a X X 35b 36 37 X X 38 Form 990 (2012) PATRIOT MAJORITY USA Statements Regarding Other IRS Filings and Tax Compliance Form 990 (2012) Part V 45-0710294 Page 5 Check if Schedule O contains a response to any question in this Part V ••••••••••••••••••••••••••••• 43 1a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ~~~~~~~~~~~ 1a 0 b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable ~~~~~~~~~~ 1b c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ••••••••••••••••••••••••••••••••••••••••••• 1c 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, 6 filed for the calendar year ending with or within the year covered by this return ~~~~~~~~~~ 2a b 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) 3a Did the organization have unrelated business gross income of $1,000 or more during the year? ~~~~~~~~~~~~~~ 3a b If "Yes," has it filed a Form 990-T for this year? If "No," provide an explanation in Schedule O ~~~~~~~~~~~~~~~ 3b 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?~~~~~~~ 4a b If "Yes," enter the name of the foreign country: J See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts. 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ~~~~~~~~~~~~ 5a b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?~~~~~~~~~ 5b c If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5c 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ~~~~~~~~~~~~~~~~~~~~~~~~ 6a b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6b 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? 7a b If "Yes," did the organization notify the donor of the value of the goods or services provided? ~~~~~~~~~~~~~~~ 7b c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? •••••••••••••••••••••••••••••••••••••••••••••••••••• 7c d If "Yes," indicate the number of Forms 8282 filed during the year ~~~~~~~~~~~~~~~~ 7d e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? ~~~~~~~ 7e f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ~~~~~~~~~ 7f g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?~ 7g h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? 7h 8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year? 8 Yes No X X X X X X X X X 9 Sponsoring organizations maintaining donor advised funds. a Did the organization make any taxable distributions under section 4966?~~~~~~~~~~~~~~~~~~~~~~~~~~ b Did the organization make a distribution to a donor, donor advisor, or related person? ~~~~~~~~~~~~~~~~~~~ 10 Section 501(c)(7) organizations. Enter: a Initiation fees and capital contributions included on Part VIII, line 12 ~~~~~~~~~~~~~~~ 10a b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities ~~~~~~ 10b 11 Section 501(c)(12) organizations. Enter: a Gross income from members or shareholders ~~~~~~~~~~~~~~~~~~~~~~~~~~ 11a b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 11b 12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? b If "Yes," enter the amount of tax-exempt interest received or accrued during the year •••••• 12b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? ~~~~~~~~~~~~~~~~~~~~~ Note. See the instructions for additional information the organization must report on Schedule O. b Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ~~~~~~~~~~~~~~~~~~~~~~ 13b c Enter the amount of reserves on hand ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 13c 14a Did the organization receive any payments for indoor tanning services during the tax year? ~~~~~~~~~~~~~~~~ b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O •••••••••• 232005 12-10-12 9a 9b 12a 13a X 14a 14b Form 990 (2012) PATRIOT MAJORITY USA 45-0710294 Page 6 For each "Yes" response to lines 2 through 7b below, and for a "No" response Part VI Governance, Management, and Disclosure Form 990 (2012) to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions. Check if Schedule O contains a response to any question in this Part VI ••••••••••••••••••••••••••••• Section A. Governing Body and Management 1a Enter the number of voting members of the governing body at the end of the tax year ~~~~~~ If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O. 1a Yes 3 3 1b b Enter the number of voting members included in line 1a, above, who are independent ~~~~~~ 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, or trustees, or key employees to a management company or other person? ~~~~~~~~~~~~~~ 3 4 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ~~~~~ 5 5 Did the organization become aware during the year of a significant diversion of the organization's assets? ~~~~~~~~~ 6 6 Did the organization have members or stockholders? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7a b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7b 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: a The governing body? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b Each committee with authority to act on behalf of the governing body? ~~~~~~~~~~~~~~~~~~~~~~~~~~ Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes," provide the names and addresses in Schedule O ••••••••••••••••• Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) 8a 8b X X X 13 14 15 a b 16a b Did the organization have a written whistleblower policy? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization have a written document retention and destruction policy? ~~~~~~~~~~~~~~~~~~~~~~ Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? The organization's CEO, Executive Director, or top management official ~~~~~~~~~~~~~~~~~~~~~~~~~~ Other officers or key employees of the organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions). Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements? •••••••••••••••••••••••••••••••••••• Section C. Disclosure 17 18 19 20 X X Yes b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ~~~~~~ c Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ X X X X 9 10a 10b 11a No X 9 10a Did the organization have local chapters, branches, or affiliates? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ~~~~~~~~~~~~~ 11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? b Describe in Schedule O the process, if any, used by the organization to review this Form 990. 12a Did the organization have a written conflict of interest policy? If "No," go to line 13 ~~~~~~~~~~~~~~~~~~~~ X No X X 12a 12b X 12c 13 14 X X 15a 15b X X 16a X 16b NONE List the states with which a copy of this Form 990 is required to be filed J Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. X Upon request Own website Another's website Other (explain in Schedule O) Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. State the name, physical address, and telephone number of the person who possesses the books and records of the organization: | CRAIG VAROGA - 832-747-1258 700 13TH ST, NW, SUITE 600, WASHINGTON, DC 232006 12-10-12 20005 Form 990 (2012) PATRIOT MAJORITY USA 45-0710294 Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Form 990 (2012) Page 7 Check if Schedule O contains a response to any question in this Part VII ••••••••••••••••••••••••••••• Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. ¥ List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. ¥ List all of the organization's current key employees, if any. See instructions for definition of "key employee." ¥ List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations . ¥ List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. ¥ List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. (1) CRAIG VAROGA PRESIDENT/TREASURER (2) JOE HOUSEHOLDER SECRETARY (3) BILL BURKE DIRECTOR 232007 12-10-12 2.00 2.00 Former Highest compensated employee Key employee Officer Institutional trustee 25.00 Individual trustee or director Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (A) (B) (C) (D) (E) Position Name and Title Average Reportable Reportable (do not check more than one hours per box, unless person is both an compensation compensation officer and a director/trustee) week from from related (list any the organizations hours for organization (W-2/1099-MISC) related (W-2/1099-MISC) organizations below line) (F) Estimated amount of other compensation from the organization and related organizations X 144,053. 0. 0. X 0. 0. 0. X 0. 0. 0. Form 990 (2012) 1b c d 2 Former Highest compensated employee Officer Key employee Institutional trustee Individual trustee or director PATRIOT MAJORITY USA 45-0710294 Page 8 Form 990 (2012) (continued) Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (B) (C) (A) (D) (E) (F) Position Average Name and title Reportable Reportable Estimated (do not check more than one hours per box, unless person is both an compensation compensation amount of officer and a director/trustee) week from from related other (list any the organizations compensation hours for organization (W-2/1099-MISC) from the related (W-2/1099-MISC) organization organizations and related below organizations line) 144,053. 0. Sub-total ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | 0. 0. Total from continuation sheets to Part VII, Section A ~~~~~~~~ | 144,053. 0. Total (add lines 1b and 1c) •••••••••••••••••••••• | Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization | 0. 0. 0. 1 Yes 3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual~~~~~~~~~~~~~ 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person •••••••••••••••••••••••• Section B. Independent Contractors No 3 X 4 X 5 X 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 business address Description of services Compensation NONE 2 Total number of independent contractors (including but not limited to those listed above) who received more than 0 $100,000 of compensation from the organization | 232008 12-10-12 Form 990 (2012) PATRIOT MAJORITY USA Statement of Revenue 45-0710294 Form 990 (2012) Part VIII Page 9 Contributions, Gifts, Grants and Other Similar Amounts 1 a b c d e f Program Service Revenue Check if Schedule O contains a response to any question in this Part VIII ••••••••••••••••••••••••••• (A) (B) (C) (D) Revenue excluded Related or Unrelated Total revenue from tax under exempt function business sections 512, revenue revenue 513, or 514 2 3 4 5 6 Other Revenue 7 8 9 10 11 12 232009 12-10-12 Federated campaigns ~~~~~~ Membership dues ~~~~~~~~ Fundraising events ~~~~~~~~ Related organizations ~~~~~~ Government grants (contributions) All other contributions, gifts, grants, and similar amounts not included above ~~ 1a 1b 1c 1d 1e 1f 23,013,625. g Noncash contributions included in lines 1a-1f: $ h Total. Add lines 1a-1f ••••••••••••••••• | Business Code a b c d e f All other program service revenue ~~~~~ g Total. Add lines 2a-2f ••••••••••••••••• | Investment income (including dividends, interest, and other similar amounts)~~~~~~~~~~~~~~~~~ | Income from investment of tax-exempt bond proceeds | Royalties ••••••••••••••••••••••• | (i) Real (ii) Personal a Gross rents ~~~~~~~ b Less: rental expenses ~~~ c Rental income or (loss) ~~ d Net rental income or (loss) •••••••••••••• | a Gross amount from sales of (i) Securities (ii) Other assets other than inventory b Less: cost or other basis and sales expenses ~~~ c Gain or (loss) ~~~~~~~ d Net gain or (loss) ••••••••••••••••••• | a Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ~~~~~~~~~~~~~ a b Less: direct expenses~~~~~~~~~~ b c Net income or (loss) from fundraising events ••••• | a Gross income from gaming activities. See Part IV, line 19 ~~~~~~~~~~~~~ a b Less: direct expenses ~~~~~~~~~ b c Net income or (loss) from gaming activities •••••• | a Gross sales of inventory, less returns and allowances ~~~~~~~~~~~~~ a b Less: cost of goods sold ~~~~~~~~ b c Net income or (loss) from sales of inventory •••••• | Miscellaneous Revenue Business Code a b c d All other revenue ~~~~~~~~~~~~~ e Total. Add lines 11a-11d ~~~~~~~~~~~~~~~ | Total revenue. See instructions. ••••••••••••• | 23,013,625. 23,013,625. 0. 0. 0. Form 990 (2012) PATRIOT MAJORITY USA Part IX Statement of Functional Expenses 45-0710294 Form 990 (2012) Page 10 Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule O contains a response to any question in this Part IX •••••••••••••••••••••••••• (A) (B) (C) (D) Do not include amounts reported on lines 6b, Total expenses Program service Management and Fundraising 7b, 8b, 9b, and 10b of Part VIII. expenses general expenses expenses 1 Grants and other assistance to governments and 1,411,993. 1,411,993. organizations in the United States. See Part IV, line 21 2 3 4 5 6 Grants and other assistance to individuals in the United States. See Part IV, line 22 ~~~ Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 ~ Benefits paid to or for members ~~~~~~~ Compensation of current officers, directors, trustees, and key employees ~~~~~~~~ Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ~~~ 7 8 Other salaries and wages ~~~~~~~~~~ Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) 9 10 11 a b c d e f g Other employee benefits ~~~~~~~~~~ Payroll taxes ~~~~~~~~~~~~~~~~ Fees for services (non-employees): Management ~~~~~~~~~~~~~~~~ Legal ~~~~~~~~~~~~~~~~~~~~ Accounting ~~~~~~~~~~~~~~~~~ Lobbying ~~~~~~~~~~~~~~~~~~ Professional fundraising services. See Part IV, line 17 12 13 14 15 16 17 18 Advertising and promotion ~~~~~~~~~ Office expenses~~~~~~~~~~~~~~~ Information technology ~~~~~~~~~~~ Royalties ~~~~~~~~~~~~~~~~~~ 19 20 21 22 23 24 206,042. X 206,042. 207,492. 15,639. 191,853. 7,164. 1,149. 6,015. 53,084. 28,555. 24,529. Investment management fees ~~~~~~~~ Other. (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Sch O.) Occupancy ~~~~~~~~~~~~~~~~~ Travel ~~~~~~~~~~~~~~~~~~~ Payments of travel or entertainment expenses for any federal, state, or local public officials Conferences, conventions, and meetings ~~ Interest ~~~~~~~~~~~~~~~~~~ Payments to affiliates ~~~~~~~~~~~~ Depreciation, depletion, and amortization ~~ Insurance ~~~~~~~~~~~~~~~~~ Other expenses. Itemize expenses not covered above. (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.) ~~ a MEDIA BUY b DIRECT MAIL PRODUCTION c VOTER REGISTRATION d FIELD SERVICES SEE SCH O e All other expenses 25 Total functional expenses. Add lines 1 through 24e 26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here 232010 12-10-12 | -59. 11,594,883. 11,594,883. 2,097,143. 2,097,143. 1,466,151. 1,466,151. 1,411,247. 1,411,247. 5,259,288. 4,450,580. 23,714,428. 22,477,340. -59. 435,208. 863,588. 373,500. 373,500. if following SOP 98-2 (ASC 958-720) Form 990 (2012) Form 990 (2012) Part X PATRIOT MAJORITY USA 45-0710294 Balance Sheet Page 11 Check if Schedule O contains a response to any question in this Part X •••••••••••••••••••••••••••••• (A) (B) Beginning of year End of year Cash - non-interest-bearing ~~~~~~~~~~~~~~~~~~~~~~~~~ Savings and temporary cash investments ~~~~~~~~~~~~~~~~~~ Pledges and grants receivable, net ~~~~~~~~~~~~~~~~~~~~~ Accounts receivable, net ~~~~~~~~~~~~~~~~~~~~~~~~~~ Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instr). Complete Part II of Sch L ~~ 7 Notes and loans receivable, net ~~~~~~~~~~~~~~~~~~~~~~~ 8 Inventories for sale or use ~~~~~~~~~~~~~~~~~~~~~~~~~~ 9 Prepaid expenses and deferred charges ~~~~~~~~~~~~~~~~~~ 10 a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D ~~~ 10a b Less: accumulated depreciation ~~~~~~ 10b 11 Investments - publicly traded securities ~~~~~~~~~~~~~~~~~~~ 12 Investments - other securities. See Part IV, line 11 ~~~~~~~~~~~~~~ 13 Investments - program-related. See Part IV, line 11 ~~~~~~~~~~~~~ 14 Intangible assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 15 Other assets. See Part IV, line 11 ~~~~~~~~~~~~~~~~~~~~~~ 16 Total assets. Add lines 1 through 15 (must equal line 34) •••••••••• 17 Accounts payable and accrued expenses ~~~~~~~~~~~~~~~~~~ 18 Grants payable ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 19 Deferred revenue ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 20 Tax-exempt bond liabilities ~~~~~~~~~~~~~~~~~~~~~~~~~ 21 Escrow or custodial account liability. Complete Part IV of Schedule D ~~~~ 22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L ~~~~~~~~~~~~~~~~~~~~~~~ Liabilities Assets 1 2 3 4 5 23 24 25 Net Assets or Fund Balances 26 27 28 29 30 31 32 33 34 232011 12-10-12 Secured mortgages and notes payable to unrelated third parties ~~~~~~ Unsecured notes and loans payable to unrelated third parties ~~~~~~~~ Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total liabilities. Add lines 17 through 25 •••••••••••••••••• Organizations that follow SFAS 117 (ASC 958), check here | and complete lines 27 through 29, and lines 33 and 34. Unrestricted net assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~ Temporarily restricted net assets ~~~~~~~~~~~~~~~~~~~~~~ Permanently restricted net assets ~~~~~~~~~~~~~~~~~~~~~ Organizations that do not follow SFAS 117 (ASC 958), check here | X and complete lines 30 through 34. Capital stock or trust principal, or current funds ~~~~~~~~~~~~~~~ Paid-in or capital surplus, or land, building, or equipment fund ~~~~~~~~ Retained earnings, endowment, accumulated income, or other funds ~~~~ Total net assets or fund balances ~~~~~~~~~~~~~~~~~~~~~~ Total liabilities and net assets/fund balances •••••••••••••••• 2,372,379. 1 2 3 4 1,673,689. 5 6 7 8 9 2,372,379. 10c 11 12 13 14 15 16 17 18 19 20 21 1,673,689. 22 23 24 0. 0. 25 26 2,113. 2,113. 27 28 29 0. 0. 2,372,379. 2,372,379. 2,372,379. 30 31 32 33 34 0. 0. 1,671,576. 1,671,576. 1,673,689. Form 990 (2012) PATRIOT MAJORITY USA Part XI Reconciliation of Net Assets Form 990 (2012) 45-0710294 Page 12 Check if Schedule O contains a response to any question in this Part XI ••••••••••••••••••••••••••••• 1 2 3 4 5 6 7 8 9 10 Total revenue (must equal Part VIII, column (A), line 12) ~~~~~~~~~~~~~~~~~~~~~~~~~~ Total expenses (must equal Part IX, column (A), line 25) ~~~~~~~~~~~~~~~~~~~~~~~~~~ Revenue less expenses. Subtract line 2 from line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ~~~~~~~~~~ Net unrealized gains (losses) on investments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Donated services and use of facilities ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Investment expenses ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Prior period adjustments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Other changes in net assets or fund balances (explain in Schedule O) ~~~~~~~~~~~~~~~~~~~ Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B)) ••••••••••••••••••••••••••••••••••••••••••••••• Part XII Financial Statements and Reporting 1 2 3 4 5 6 7 8 9 23,013,625. 23,714,428. -700,803. 2,372,379. 10 0. 1,671,576. Check if Schedule O contains a response to any question in this Part XII ••••••••••••••••••••••••••••• Yes X 1 2a b c 3a b Accounting method used to prepare the Form 990: Cash Accrual Other If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O. Were the organization's financial statements compiled or reviewed by an independent accountant? ~~~~~~~~~~~~ If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both: Separate basis Consolidated basis Both consolidated and separate basis Were the organization's financial statements audited by an independent accountant? ~~~~~~~~~~~~~~~~~~~ If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: Separate basis Consolidated basis Both consolidated and separate basis If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?~~~~~~~~~~~~~~~ If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits •••••••••••••••• 232012 12-10-12 No 2a X 2b X 2c 3a X 3b Form 990 (2012) Schedule B Schedule of Contributors (Form 990, 990-EZ, or 990-PF) | Attach to Form 990, Form 990-EZ, or Form 990-PF. Department of the Treasury Internal Revenue Service Name of the organization OMB No. 1545-0047 2012 Employer identification number PATRIOT MAJORITY USA 45-0710294 Organization type (check one): Filers of: Form 990 or 990-EZ Section: X 501(c)( 4 ) (enter number) organization 4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990-PF 501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation Check if your organization is covered by the General Rule or a Special Rule. Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule X For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. Special Rules For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II. For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and III. For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did not total to more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more during the year ~~~~~~~~~~~~~~~~~ | $ Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF). LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2012) 223451 12-21-12 Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization Employer identification number PATRIOT MAJORITY USA Part I Contributors (a) No. 45-0710294 (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 1 $ 6,000,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 2 $ 2,000,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 3 $ 1,150,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 4 $ 1,000,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 5 $ 1,000,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 6 $ 1,000,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) 223452 12-21-12 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization Employer identification number PATRIOT MAJORITY USA Part I Contributors (a) No. 45-0710294 (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 7 $ 950,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 8 $ 820,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 9 $ 750,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 10 $ 700,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 11 $ 650,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 12 $ 500,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) 223452 12-21-12 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization Employer identification number PATRIOT MAJORITY USA Part I Contributors (a) No. 45-0710294 (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 13 $ 500,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 14 $ 285,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 15 $ 260,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 16 $ 250,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 17 $ 250,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 18 $ 250,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) 223452 12-21-12 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization Employer identification number PATRIOT MAJORITY USA Part I Contributors (a) No. 45-0710294 (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 19 $ 250,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 20 $ 250,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 21 $ 250,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 22 $ 200,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 23 $ 175,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 24 $ 150,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) 223452 12-21-12 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization Employer identification number PATRIOT MAJORITY USA Part I Contributors (a) No. 45-0710294 (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 25 $ 150,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 26 $ 150,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 27 $ 140,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 28 $ 130,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 29 $ 130,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 30 $ 125,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) 223452 12-21-12 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization Employer identification number PATRIOT MAJORITY USA Part I Contributors (a) No. 45-0710294 (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 31 $ 125,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 32 $ 100,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 33 $ 100,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 34 $ 100,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 35 $ 100,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 36 $ 100,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) 223452 12-21-12 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization Employer identification number PATRIOT MAJORITY USA Part I Contributors (a) No. 45-0710294 (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 37 $ 100,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 38 $ 100,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 39 $ 100,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 40 $ 100,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 41 $ 100,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 42 $ 100,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) 223452 12-21-12 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization Employer identification number PATRIOT MAJORITY USA Part I Contributors (a) No. 45-0710294 (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 43 $ 100,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 44 $ 95,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 45 $ 75,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 46 $ 51,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 47 $ 50,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 48 $ 50,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) 223452 12-21-12 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization Employer identification number PATRIOT MAJORITY USA Part I Contributors (a) No. 45-0710294 (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 49 $ 50,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 50 $ 50,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 51 $ 50,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 52 $ 50,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 53 $ 50,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 54 $ 50,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) 223452 12-21-12 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization Employer identification number PATRIOT MAJORITY USA Part I Contributors (a) No. 45-0710294 (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 55 $ 40,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 56 $ 35,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 57 $ 35,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 58 $ 35,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 59 $ 28,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 60 $ 26,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) 223452 12-21-12 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization Employer identification number PATRIOT MAJORITY USA Part I Contributors (a) No. 45-0710294 (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 61 $ 26,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 62 $ 25,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 63 $ 25,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 64 $ 25,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 65 $ 25,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 66 $ 25,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) 223452 12-21-12 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization Employer identification number PATRIOT MAJORITY USA Part I Contributors (a) No. 45-0710294 (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 67 $ 25,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 68 $ 25,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 69 $ 25,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 70 $ 25,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 71 $ 25,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 72 $ 17,600. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) 223452 12-21-12 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization Employer identification number PATRIOT MAJORITY USA Part I Contributors (a) No. 45-0710294 (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 73 $ 15,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 74 $ 15,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 75 $ 10,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 76 $ 10,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 77 $ 10,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 78 $ 10,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) 223452 12-21-12 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization Employer identification number PATRIOT MAJORITY USA Part I Contributors (a) No. 45-0710294 (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 79 $ 10,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 80 $ 10,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 81 $ 7,500. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 82 $ 7,500. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 83 $ 5,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 84 $ 5,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) 223452 12-21-12 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization Employer identification number PATRIOT MAJORITY USA Part I Contributors (a) No. 45-0710294 (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 85 $ 5,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 86 $ 5,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 87 $ 5,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 88 $ 5,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 89 $ 5,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions 90 $ 5,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) 223452 12-21-12 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization Employer identification number PATRIOT MAJORITY USA Part I Contributors (a) No. 45-0710294 (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4 (c) Total contributions 91 $ 5,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash $ (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash $ (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash $ (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash $ (Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions $ (d) Type of contribution Person Payroll Noncash (Complete Part II if there is a noncash contribution.) 223452 12-21-12 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page 3 Employer identification number Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization PATRIOT MAJORITY USA Part II Noncash Property (a) No. from Part I 45-0710294 (see instructions). Use duplicate copies of Part II if additional space is needed. (c) FMV (or estimate) (see instructions) (d) Date received (c) FMV (or estimate) (see instructions) (d) Date received (c) FMV (or estimate) (see instructions) (d) Date received (c) FMV (or estimate) (see instructions) (d) Date received (c) FMV (or estimate) (see instructions) (d) Date received (c) FMV (or estimate) (see instructions) (b) Description of noncash property given (d) Date received $ (a) No. from Part I (b) Description of noncash property given $ (a) No. from Part I (b) Description of noncash property given $ (a) No. from Part I (b) Description of noncash property given $ (a) No. from Part I (b) Description of noncash property given $ (a) No. from Part I (b) Description of noncash property given $ 223453 12-21-12 Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page 4 Employer identification number Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization PATRIOT MAJORITY USA 45-0710294 Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations that total more than $1,000 for the Part III year. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once.) | $ Use duplicate copies of Part III if additional space is needed. (a) No. from Part I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + 4 (a) No. from Part I (b) Purpose of gift Relationship of transferor to transferee (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + 4 (a) No. from Part I (b) Purpose of gift Relationship of transferor to transferee (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + 4 (a) No. from Part I (b) Purpose of gift Relationship of transferor to transferee (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + 4 223454 12-21-12 Relationship of transferor to transferee Schedule B (Form 990, 990-EZ, or 990-PF) (2012) SCHEDULE C (Form 990 or 990-EZ) Political Campaign and Lobbying Activities For Organizations Exempt From Income Tax Under section 501(c) and section 527 OMB No. 1545-0047 2012 J Complete if the organization is described below. J Attach to Form 990 or Form 990-EZ. Open to Public Inspection | See separate instructions. If the organization answered "Yes," to Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then ¥ Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C. ¥ Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B. ¥ Section 527 organizations: Complete Part I-A only. If the organization answered "Yes," to Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then ¥ Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B. ¥ Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A. If the organization answered "Yes," to Form 990, Part IV, line 5 (Proxy Tax), or Form 990-EZ, Part V, line 35c (Proxy Tax), then ¥ Section 501(c)(4), (5), or (6) organizations: Complete Part III. Name of organization Employer identification number Department of the Treasury Internal Revenue Service Part I-A PATRIOT MAJORITY USA 45-0710294 Complete if the organization is exempt under section 501(c) or is a section 527 organization. 1 Provide a description of the organization's direct and indirect political campaign activities in Part IV. 2 Political expenditures ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ J $ 3 Volunteer hours ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Part I-B 9,347,521. Complete if the organization is exempt under section 501(c)(3). 1 Enter the amount of any excise tax incurred by the organization under section 4955 ~~~~~~~~~~~~~ J $ 2 Enter the amount of any excise tax incurred by organization managers under section 4955 ~~~~~~~~~~ J $ 3 If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ~~~~~~~~~~~~~~~~~~~ 4a Was a correction made? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b If "Yes," describe in Part IV. Yes Yes No No Part I-C Complete if the organization is exempt under section 501(c), except section 501(c)(3). 9,002,561. Enter the amount directly expended by the filing organization for section 527 exempt function activities ~~~~ J $ 1 2 Enter the amount of the filing organization's funds contributed to other organizations for section 527 0. exempt function activities ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ J $ 3 Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, 9,002,561. line 17b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ J $ X No 4 Did the filing organization file Form 1120-POL for this year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes 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 promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV. (a) Name (b) Address (c) EIN For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. LHA 232041 01-07-13 (d) Amount paid from (e) Amount of political contributions received and filing organization's promptly and directly funds. If none, enter -0-. delivered to a separate political organization. If none, enter -0-. Schedule C (Form 990 or 990-EZ) 2012 PATRIOT MAJORITY USA 45-0710294 Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)). Schedule C (Form 990 or 990-EZ) 2012 Part II-A A Check J B Check J 1a b c d e f if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures). if the filing organization checked box A and "limited control" provisions apply. (a) Filing (b) Affiliated group Limits on Lobbying Expenditures organization's totals (The term "expenditures" means amounts paid or incurred.) totals Total lobbying expenditures to influence public opinion (grass roots lobbying) ~~~~~~~~~~ Total lobbying expenditures to influence a legislative body (direct lobbying) ~~~~~~~~~~~ Total lobbying expenditures (add lines 1a and 1b) ~~~~~~~~~~~~~~~~~~~~~~~~ Other exempt purpose expenditures ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total exempt purpose expenditures (add lines 1c and 1d) ~~~~~~~~~~~~~~~~~~~~ Lobbying nontaxable amount. Enter the amount from the following table in both columns. If the amount on line 1e, column (a) or (b) is: The lobbying nontaxable amount is: Not over $500,000 Over $500,000 but not over $1,000,000 Over $1,000,000 but not over $1,500,000 Over $1,500,000 but not over $17,000,000 Over $17,000,000 g h i j Page 2 20% of the amount on line 1e. $100,000 plus 15% of the excess over $500,000. $175,000 plus 10% of the excess over $1,000,000. $225,000 plus 5% of the excess over $1,500,000. $1,000,000. Grassroots nontaxable amount (enter 25% of line 1f) ~~~~~~~~~~~~~~~~~~~~~~ Subtract line 1g from line 1a. If zero or less, enter -0- ~~~~~~~~~~~~~~~~~~~~~~ Subtract line 1f from line 1c. If zero or less, enter -0- ~~~~~~~~~~~~~~~~~~~~~~~ If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? •••••••••••••••••••••••••••••••••••••• 4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 2a through 2f on page 4.) Yes No Lobbying Expenditures During 4-Year Averaging Period Calendar year (or fiscal year beginning in) (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) Total 2 a Lobbying nontaxable amount b Lobbying ceiling amount (150% of line 2a, column(e)) c Total lobbying expenditures d Grassroots nontaxable amount e Grassroots ceiling amount (150% of line 2d, column (e)) f Grassroots lobbying expenditures Schedule C (Form 990 or 990-EZ) 2012 232042 01-07-13 PATRIOT MAJORITY USA 45-0710294 Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)). Schedule C (Form 990 or 990-EZ) 2012 Part II-B For each "Yes," response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity. 1 a b c d e f g h i j 2a b c d (a) Yes (b) No Amount During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of: Volunteers? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ~ Media advertisements? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Mailings to members, legislators, or the public? ~~~~~~~~~~~~~~~~~~~~~~~~~ Publications, or published or broadcast statements? ~~~~~~~~~~~~~~~~~~~~~~ Grants to other organizations for lobbying purposes? ~~~~~~~~~~~~~~~~~~~~~~ Direct contact with legislators, their staffs, government officials, or a legislative body? ~~~~~~ Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ~~~~ Other activities? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total. Add lines 1c through 1i ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? ~~~~ If "Yes," enter the amount of any tax incurred under section 4912 ~~~~~~~~~~~~~~~~ If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ~~~ If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? •••••• Part III-A Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6). Yes 1 2 3 Page 3 Were substantially all (90% or more) dues received nondeductible by members? ~~~~~~~~~~~~~~~~~ Did the organization make only in-house lobbying expenditures of $2,000 or less? ~~~~~~~~~~~~~~~~ Did the organization agree to carry over lobbying and political expenditures from the prior year? ••••••••• No 1 2 3 Part III-B Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No," OR (b) Part III-A, line 3, is answered "Yes." Dues, assessments and similar amounts from members ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid). a Current year ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b Carryover from last year ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ c Total ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues ~~~~~~~~ 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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 Taxable amount of lobbying and political expenditures (see instructions) ••••••••••••••••••••• 1 2 Part IV Supplemental Information 1 2a 2b 2c 3 4 5 Complete this part to provide the descriptions required for Part I-A, line 1; Part I-B, line 4; Part I-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part II-B, line 1. Also, complete this part for any additional information. PART I-A, LINE 1: EXPENDITURES AND GRANTS FOR ISSUE ADVOCACY TO EDUCATE VOTERS ON CANDIDATES' VIEWS. 232043 01-07-13 Schedule C (Form 990 or 990-EZ) 2012 SCHEDULE D (Form 990) Department of the Treasury Internal Revenue Service 2012 | Complete if the organization answered "Yes," to Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. | Attach to Form 990. | See separate instructions. Name of the organization Part I OMB No. 1545-0047 Supplemental Financial Statements Open to Public Inspection Employer identification number PATRIOT MAJORITY USA 45-0710294 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.Complete if the organization answered "Yes" to Form 990, Part IV, line 6. (a) Donor advised funds (b) Funds and other accounts Total number at end of year ~~~~~~~~~~~~~~~ Aggregate contributions to (during year) ~~~~~~~~ Aggregate grants from (during year) ~~~~~~~~~~ Aggregate value at end of year ~~~~~~~~~~~~~ Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control? ~~~~~~~~~~~~~~~~~~ 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 impermissible private benefit? •••••••••••••••••••••••••••••••••••••••••••• Part II Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7. 1 2 3 4 5 Yes No Yes No 1 Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space 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. Held at the End of the Tax Year a b c d 3 4 5 6 7 8 9 Total number of conservation easements ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2a Total acreage restricted by conservation easements ~~~~~~~~~~~~~~~~~~~~~~~~~~ 2b Number of conservation easements on a certified historic structure included in (a) ~~~~~~~~~~~~ 2c Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2d Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year | Number of states where property subject to conservation easement is located | Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ~~~~~~~~~~~~~~~~~~~~~~~~~ Yes Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year | Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year | $ Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements. Part III No No Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" to Form 990, Part IV, line 8. 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, provide, in Part XIII, the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: (i) Revenues included in Form 990, Part VIII, line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $ (ii) Assets included in Form 990, Part X ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $ 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items: a Revenues included in Form 990, Part VIII, line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $ b Assets included in Form 990, Part X ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $ LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. 232051 12-10-12 Schedule D (Form 990) 2012 PATRIOT MAJORITY USA 45-0710294 Page 2 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets(continued) Schedule D (Form 990) 2012 Part III Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply): a Public exhibition d Loan or exchange programs b Scholarly research e Other c Preservation for future generations 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII. 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection? •••••••••••• Yes No Part IV Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 3 1a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b If "Yes," explain the arrangement in Part XIII and complete the following table: Yes Amount Beginning balance ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1c Additions during the year ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1d Distributions during the year ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1e Ending balance ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1f Did the organization include an amount on Form 990, Part X, line 21? ~~~~~~~~~~~~~~~~~~~~~~~~~ Yes If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ••••••••••••• Part V Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10. c d e f 2a b No No (a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back Beginning of year balance ~~~~~~~ Contributions ~~~~~~~~~~~~~~ Net investment earnings, gains, and losses Grants or scholarships ~~~~~~~~~ Other expenditures for facilities and programs ~~~~~~~~~~~~~ f Administrative expenses ~~~~~~~~ g End of year balance ~~~~~~~~~~ 2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: a Board designated or quasi-endowment | % b Permanent endowment | % c Temporarily restricted endowment | % The percentages in lines 2a, 2b, and 2c should equal 100%. 3a Are there endowment funds not in the possession of the organization that are held and administered for the organization by: Yes No (i) unrelated organizations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3a(i) (ii) related organizations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3a(ii) b If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? ~~~~~~~~~~~~~~~~~~~~~~ 3b 4 Describe in Part XIII the intended uses of the organization's endowment funds. Part VI Land, Buildings, and Equipment. See Form 990, Part X, line 10. 1a b c d e Description of property (a) Cost or other basis (investment) (b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value 1a Land ~~~~~~~~~~~~~~~~~~~~ b Buildings ~~~~~~~~~~~~~~~~~~ c Leasehold improvements ~~~~~~~~~~ d Equipment ~~~~~~~~~~~~~~~~~ e Other •••••••••••••••••••• 0. Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).) •••••••••••• | Schedule D (Form 990) 2012 232052 12-10-12 PATRIOT MAJORITY USA Part VII Investments - Other Securities. See Form 990, Part X, line 12. Schedule D (Form 990) 2012 (a) Description of security or category (including name of security) (b) Book value 45-0710294 Page 3 (c) Method of valuation: 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) (I) Total. (Col. (b) must equal Form 990, Part X, col. (B) line 12.) | Part VIII Investments - Program Related. See Form 990, Part X, line 13. (a) Description of investment type (b) Book value (c) Method of valuation: Cost or end-of-year market value (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) Total. (Col. (b) must equal Form 990, Part X, col. (B) line 13.) | Part IX Other Assets. See Form 990, Part X, line 15. (a) Description (b) Book value (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) Total. (Column (b) must equal Form 990, Part X, col. (B) line 15.) •••••••••••••••••••••••••••• | Part X Other Liabilities. See Form 990, Part X, line 25. (a) Description of liability (b) Book value 1. (1) Federal income taxes 1,448. (2) CHASE CC WITHHOLDING TAXES 665. (3) (4) (5) (6) (7) (8) (9) (10) (11) 2,113. Total. (Column (b) must equal Form 990, Part X, col. (B) line 25.) ••••• | 2. FIN 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII •••••• Schedule D (Form 990) 2012 232053 12-10-12 PATRIOT MAJORITY USA 45-0710294 Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Schedule D (Form 990) 2012 Part XI 1 2 a b c d e 3 4 a b c 5 Total revenue, gains, and other support per audited financial statements ~~~~~~~~~~~~~~~~~~~ Amounts included on line 1 but not on Form 990, Part VIII, line 12: Net unrealized gains on investments ~~~~~~~~~~~~~~~~~~~~~~ 2a Donated services and use of facilities ~~~~~~~~~~~~~~~~~~~~~~ 2b Recoveries of prior year grants ~~~~~~~~~~~~~~~~~~~~~~~~~ 2c Other (Describe in Part XIII.) ~~~~~~~~~~~~~~~~~~~~~~~~~~ 2d Add lines 2a through 2d ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Subtract line 2e from line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Amounts included on Form 990, Part VIII, line 12, but not on line 1: Investment expenses not included on Form 990, Part VIII, line 7b ~~~~~~~~ 4a Other (Describe in Part XIII.) ~~~~~~~~~~~~~~~~~~~~~~~~~~ 4b Add lines 4a and 4b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ••••••••••••••••• 1 2 a b c d e 3 4 a b c 5 Total expenses and losses per audited financial statements ~~~~~~~~~~~~~~~~~~~~~~~~~~ Amounts included on line 1 but not on Form 990, Part IX, line 25: Donated services and use of facilities ~~~~~~~~~~~~~~~~~~~~~~ 2a Prior year adjustments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2b Other losses ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2c Other (Describe in Part XIII.) ~~~~~~~~~~~~~~~~~~~~~~~~~~ 2d Add lines 2a through 2d ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Subtract line 2e from line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Amounts included on Form 990, Part IX, line 25, but not on line 1: Investment expenses not included on Form 990, Part VIII, line 7b ~~~~~~~~ 4a Other (Describe in Part XIII.) ~~~~~~~~~~~~~~~~~~~~~~~~~~ 4b Add lines 4a and 4b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) •••••••••••••••• Page 4 1 2e 3 4c 5 Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return Part XIII Supplemental Information 1 2e 3 4c 5 Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information. Schedule D (Form 990) 2012 232054 12-10-12 OMB No. 1545-0047 SCHEDULE I (Form 990) Grants and Other Assistance to Organizations, Governments, and Individuals in the United States Department of the Treasury Internal Revenue Service Name of the organization Part I 2012 Complete if the organization answered "Yes" to Form 990, Part IV, line 21 or 22. | Attach to Form 990. Open to Public Inspection Employer identification number PATRIOT MAJORITY USA 45-0710294 General Information on Grants and Assistance Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection X No criteria used to award the grants or assistance? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes 2 Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States. Part II Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed. (f) Method of 1 (a) Name and address of organization (b) EIN (c) IRC section (d) Amount of (e) Amount of (g) Description of (h) Purpose of grant valuation (book, or government if applicable cash grant non-cash non-cash assistance or assistance FMV, appraisal, assistance other) 1 PROGRESS NOW NEVADA 7473 W. LAKE MEAD BOULEVARD LAS VEGAS, NV 89128 27-0854852 501(C)(4) 178,000. 0. GENERAL PRIMARY PURPOSE GRANT 45-5221171 501(C)(4) 372,400. 0. GENERAL PRIMARY PURPOSE GRANT 86-0494702 501(C)(3) 15,000. 0. NONPARTISAN GET-OUT-THE-VOTE GRANT NO ON 3, INC. 406 E. AMELIA STREET ORLANDO, FL 32803 45-5317493 501(C)(4) 200,000. 0. GENERAL PRIMARY PURPOSE GRANT WESTERN ORGANIZATION OF RESOURCE COUNCILS - 220 S. 27TH STREET BILLINGS, MT 59101 84-1123481 501(C)(3) 134,500. 0. NONPARTISAN GET-OUT-THE-VOTE GRANT FLORIDA NEW MAJORITY EDUCATION FUND - 8330 BISCAYNE BLVD SUITE 1 - MIAMI , FL 33138 45-3956785 501(C)(3) 260,593. 0. NONPARTISAN GET-OUT-THE-VOTE GRANT AMERICAN WORKING FAMILIES ACTION FUND - 107 SOUTH WEST STREET #527 - ALEXANDRIA, VA 22314 ARIZONA ASSOCIATION OF COMMUNITY HEALTH CENTERS - 700 E. JEFFERSON STREET, SUITE 100 - PHOENIX, AZ 85034 4. 2 Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | 3. 3 Enter total number of other organizations listed in the line 1 table •••••••••••••••••••••••••••••••••••••••••••••••••• | LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule I (Form 990) (2012) 232101 12-18-12 PATRIOT MAJORITY USA Schedule I (Form 990) Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II.) (a) Name and address of organization or government NEW MEXICO VOTE MATTERS 500 COPPER AVE STE 103 ALBUQUERQUE, NM 87102 (b) EIN (c) IRC section if applicable 45-3784701 501(C)(3) (d) Amount of cash grant 250,000. (e) Amount of non-cash assistance 0. (f) Method of valuation (book, FMV, appraisal, other) 45-0710294 (g) Description of non-cash assistance Page 1 (h) Purpose of grant or assistance NONPARTISAN GET-OUT-THE-VOTE GRANT Schedule I (Form 990) 232241 05-01-12 PATRIOT MAJORITY USA Schedule I (Form 990) (2012) Part III Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22. Part III can be duplicated if additional space is needed. (a) Type of grant or assistance Part IV (b) Number of recipients (c) Amount of cash grant (d) Amount of noncash assistance (e) Method of valuation (book, FMV, appraisal, other) 45-0710294 Page 2 (f) Description of non-cash assistance Supplemental Information. Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information. 232102 12-18-12 Schedule I (Form 990) (2012) SCHEDULE O (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service Name of the organization 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. OMB No. 1545-0047 2012 Open to Public Inspection Employer identification number PATRIOT MAJORITY USA 45-0710294 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: STRONGER AND PROMOTE OUR COUNTRY'S FUTURE ECONOMIC PROSPERITY. FORM 990, PART VI, SECTION A, LINE 6: THERE IS ONLY ONE CLASS OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A: THERE IS ONLY ONE CLASS OF MEMBERS AND THEY HAVE THE RIGHTS TO VOTE ON THE BOARD OF DIRECTORS AS VACANCIES ARISE. FORM 990, PART VI, SECTION A, LINE 7B: THERE IS ONE CLASS OF VOTING MEMBERS AND THEY HAVE THE RIGHT TO VOTE ON APPROVAL OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B: N/A NO COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11: THE RETURN PREPARER EMAILS A COPY OF THE FINAL VERSION OF FORM 990 TO THE BOARD MEMBER WHO REVIEWS THE RETURN. ANY QUESTIONS ARE ADDRESSED AND THE RETURN IS APPROVED BY THE DIRECTOR BEFORE FILING THE FINAL VERSION. FORM 990, PART VI, SECTION C, LINE 19: AS REQUIRED BY LAW FORM 990, PART IX, LINE 24E, ALL OTHER FUNCTIONAL EXPENSES: ONLINE ADVERTISEMENTS: PROGRAM SERVICE EXPENSES LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. 232211 01-04-13 1,210,749. Schedule O (Form 990 or 990-EZ) (2012) Schedule O (Form 990 or 990-EZ) (2012) Name of the organization PATRIOT MAJORITY USA Page 2 Employer identification number 45-0710294 MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,210,749. RESEARCH SERVICES: PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES FUNDRAISING EXPENSES TOTAL EXPENSES 960,332. 19,000. 0. 979,332. MEDIA PRODUCTION EXPENSES: PROGRAM SERVICE EXPENSES 883,323. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 883,323. TELEPHONE SERVICES: PROGRAM SERVICE EXPENSES 521,687. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 521,687. STRATEGIC CONSULTING SERVICES: PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES FUNDRAISING EXPENSES TOTAL EXPENSES 232212 01-04-13 73,519. 347,594. 0. 421,113. Schedule O (Form 990 or 990-EZ) (2012) Schedule O (Form 990 or 990-EZ) (2012) Name of the organization PATRIOT MAJORITY USA Page 2 Employer identification number 45-0710294 FUNDRAISING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 373,500. TOTAL EXPENSES 373,500. COMMITTEE CONTRIBUTIONS: PROGRAM SERVICE EXPENSES 210,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 210,000. POLITICAL GRANTS: PROGRAM SERVICE EXPENSES 200,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 200,000. PROJECT MANAGEMENT SERVICES: PROGRAM SERVICE EXPENSES 199,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 199,500. MOBILE ADVERTISING: PROGRAM SERVICE EXPENSES 118,600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. 232212 01-04-13 Schedule O (Form 990 or 990-EZ) (2012) Schedule O (Form 990 or 990-EZ) (2012) Name of the organization PATRIOT MAJORITY USA TOTAL EXPENSES Page 2 Employer identification number 45-0710294 118,600. RENT OR LEASE: PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES FUNDRAISING EXPENSES TOTAL EXPENSES 0. 35,500. 0. 35,500. WEBSITE SERVICES: PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES FUNDRAISING EXPENSES TOTAL EXPENSES 18,000. 8,379. 0. 26,379. DIRECT MAIL POSTAGE: PROGRAM SERVICE EXPENSES 22,497. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,497. COMMUNICATION SERVICES: PROGRAM SERVICE EXPENSES 12,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,750. NEW MEDIA SERVICES: PROGRAM SERVICE EXPENSES 232212 01-04-13 10,500. Schedule O (Form 990 or 990-EZ) (2012) Schedule O (Form 990 or 990-EZ) (2012) Name of the organization PATRIOT MAJORITY USA Page 2 Employer identification number 45-0710294 MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,500. WEB PROGRAM: PROGRAM SERVICE EXPENSES 7,111. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,111. TECHNOLOGY SERVICES: PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES FUNDRAISING EXPENSES TOTAL EXPENSES 0. 5,989. 0. 5,989. CONTRIBUTION PROCESSING: PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES FUNDRAISING EXPENSES TOTAL EXPENSES 0. 5,649. 0. 5,649. BANK CHARGES: PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES FUNDRAISING EXPENSES TOTAL EXPENSES 232212 01-04-13 194. 4,903. 0. 5,097. Schedule O (Form 990 or 990-EZ) (2012) Schedule O (Form 990 or 990-EZ) (2012) Name of the organization PATRIOT MAJORITY USA Page 2 Employer identification number 45-0710294 PARKING: PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES FUNDRAISING EXPENSES TOTAL EXPENSES 0. 3,938. 0. 3,938. POSTAGE: PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES FUNDRAISING EXPENSES TOTAL EXPENSES 0. 1,571. 0. 1,571. DATABASE SERVICES: PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES FUNDRAISING EXPENSES TOTAL EXPENSES 0. 1,200. 0. 1,200. MEALS AND ENTERTAINMENT: PROGRAM SERVICE EXPENSES 203. MANAGEMENT AND GENERAL EXPENSES 788. FUNDRAISING EXPENSES TOTAL EXPENSES 0. 991. VENDOR SALES TAX: PROGRAM SERVICE EXPENSES 981. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. 232212 01-04-13 Schedule O (Form 990 or 990-EZ) (2012) Schedule O (Form 990 or 990-EZ) (2012) Name of the organization PATRIOT MAJORITY USA TOTAL EXPENSES Page 2 Employer identification number 45-0710294 981. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 274. MANAGEMENT AND GENERAL EXPENSES 123. FUNDRAISING EXPENSES TOTAL EXPENSES 0. 397. PER DIEM: PROGRAM SERVICE EXPENSES 360. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 360. TRAVEL MEALS: PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES FUNDRAISING EXPENSES TOTAL EXPENSES 0. 192. 0. 192. CELLULAR & DATA PLANS: PROGRAM SERVICE EXPENSES MANAGEMENT AND GENERAL EXPENSES FUNDRAISING EXPENSES TOTAL EXPENSES 0. 125. 0. 125. USE TAX: PROGRAM SERVICE EXPENSES 232212 01-04-13 0. Schedule O (Form 990 or 990-EZ) (2012) Schedule O (Form 990 or 990-EZ) (2012) Name of the organization Page 2 Employer identification number PATRIOT MAJORITY USA 45-0710294 MANAGEMENT AND GENERAL EXPENSES 101. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 101. TAXES & LICENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 80. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80. COURIER SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 76. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76. TOTAL OTHER EXPENSES ON FORM 990, PART IX, LINE 24E, COL A 232212 01-04-13 5,259,288. Schedule O (Form 990 or 990-EZ) (2012)