2024-01-29T12:59:10-06:00 2022-12-31 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2022-01-01 521526916 FREEDOMWORKS FOUNDATION INC FREE 2027833870 111 K ST NE 6TH FLOOR WASHINGTON DC 20002 ADAM BRANDON PRESIDENT 2027833870 2024-01-29 1 ADAM BRANDON 999009999 1 RENAE DUNCAN P01257722 5123462086 2024-01-23 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ADAM BRANDON 111 K ST NE 6TH FLOOR WASHINGTON DC 20002 7193351 0 X FOUNDATION.FREEDOMWORKS.ORG X 1989 DC TO EDUCATE AND ENGAGE CITIZENS WHO STAND IN DEFENSE OF LIBERTY. SEE SCHEDULE OTO EDUCATE AND EMPOWER AMERICANS WITH THE PRINCIPLES OF INDIVIDUAL LIBERTY, SMALL GOVERNMENT, AND FREE MARKETS. 9 8 56 2500000 0 0 7479830 7139619 0 0 43674 46727 4250 0 7527754 7186346 200181 33656 0 0 3354602 3698869 44517 44187 196303 5005682 4647131 8604982 8423843 -1077228 -1237497 3288674 1663129 688385 343541 2600289 1319588 X THE MISSION OF FREEDOMWORKS FOUNDATION IS TO EDUCATE AND EMPOWER AMERICANS WITH THE PRINCIPLES OF INDIVIDUAL LIBERTY, SMALL GOVERNMENT, AND FREE MARKETS. EDUCATION IS THE ANIMATING FORCE THAT INFORMS THE DAILY ACTIVITIES AT FREEDOMWORKS FOUNDATION. THE ORGANIZATION WAS FOUNDED IN 1984 ON THE CAMPUS OF GEORGE MASON UNIVERSITY-A CENTER FOR AMERICAN FREE-MARKET ECONOMIC THOUGHT. SINCE THOSE EARLY DAYS, WE HAVE CONTINUED TO PURSUE A GOAL OF PRESERVING LIBERTY BY EDUCATION AMERICANS ABOUT FREE-MARKETS, LIMITED GOVERNMENT, AND INDIVIDUAL LIBERTY. 0 0 7562872 CENTER FOR ECONOMIC FREEDOM: THE FOUNDATION WORKS TO CONSTANTLY ENGAGE ACTIVISTS ACROSS THE COUNTRY IN ORDER TO IMPLEMENT ITS PROGRAMS. ADDITIONALLY, EDUCATION AND RESEARCH PROGRAMS ARE CONDUCTED TO SUPPORT THE COMMUNITY TO FURTHER ITS FREE MARKET AND LIMITED GOVERNMENT ACTIVITIES. STRATEGY INCLUDES STRATEGIC MANAGEMENT AND DISCUSSION ABOUT FOUNDATION DEVELOPMENT AND CREATION OF FUTURE PROGRAMS. IN ORDER TO ENSURE THAT THE FOUNDATION IS BEING RESPONSIVE TO ITS COMMUNITY AND KEY STAKEHOLDERS, THE FOUNDATION WILL CONTINUALLY EVALUATE PROGRAMS. 144704 REGULATORY ACTION: THE FOUNDATION MOBILIZES THE COMMUNITY TO IMPLEMENT THE REGULATORY ACTION PROGRAM. THE FOUNDATION USES CUTTING EDGE TECHNOLOGY TO ENGAGE ITS COMMUNITY TO TAKE PART IN THE REGULATORY PROCESS. ADDITIONALLY, TRAINING AND SUPPORT ARE PROVIDED TO THE ACTIVIST COMMUNITY TO FURTHER THE FOUNDATION'S REGULATORY ENGAGEMENT. 230241 33656 FREEDOMWORKS FOUNDATION'S BUILDING EDUCATION FOR STUDENTS TOGETHER (BEST) PROGRAM WORKS TO EDUCATE AND MOBILIZE ACTIVISTS TO BECOME INVOLVED IN THE EDUCATION OF THEIR CHILDREN AND THE BROADER COMMUNITY. RESEARCH IS CONDUCTED ON EDUCATION POLICY ACROSS THE UNITED STATES. ACTIVISTS LEARN ABOUT THE DIFFERENT ROLES OF SCHOOL BOARDS, SUPERINTENDENTS, TEACHERS, AND PARENTS WITHIN THE EDUCATION SYSTEM. 7937817 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 56 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS ND NH NJ NM NY NC OR PA RI SC TN UT VA WV WI AK CO NV ND OH OK X X X X EMILY CLARDIE 2027833870 111 K ST NE 6TH FLOOR WASHINGTON DC 20002 PAUL BECKNER BOARD CHAIR 1.00 1.00 X X 0 0 0 ADAM BRANDON PRESIDENT 26.00 14.00 X X 253346 136417 28474 BETSY ALBAUGH BOARD MEMBER 1.00 X 0 0 0 TED ABRAM BOARD MEMBER 1.00 X 0 0 0 JOAN CARTER BOARD MEMBER 1.00 1.00 X 0 0 0 MARILYN HAYDEN BOARD MEMBER 1.00 X 0 0 0 ROB LANSING BOARD MEMBER 1.00 X 0 0 0 NICOLA OPDYCKE BOARD MEMBER 1.00 X 0 0 0 PARRISA SEDGHI FORNWALT SECRETARY 1.00 1.00 X X 0 0 0 NOAH WALL EXECUTIVE VICE PRESIDENT 26.00 14.00 X 165708 89227 33910 JOHN TAMNY DIR. CENTER FOR ECONOMIC FREEDOM 4.00 36.00 X 17500 157500 26687 JOHN STODDARD VICE PRESIDENT OF MARKETING 26.00 14.00 X 105816 56978 13710 SAVANNAH STEELE SENIOR CONTROLLER 26.00 14.00 X 94250 50750 12633 STEVE MOORE ECONOMIST 26.00 14.00 X 107250 57750 20879 CASAR YBARRA VICE PRESIDENT OF POLICY 26.00 14.00 X 87750 47250 11030 831620 595872 147323 6 0 1 0 0 7139619 7139619 4580 4580 49152 7005 42147 42147 42147 7186346 0 0 46727 X 33656 33656 459603 427164 22156 10283 2724197 2531920 131327 60950 57033 53008 2749 1276 225363 209457 10864 5042 232673 216250 11217 5206 40392 32343 1128 6921 32765 32765 44187 44187 1616423 1579522 31435 5466 144954 144954 394355 383906 1332 9117 169987 160078 5459 4450 457081 423064 23381 10636 653202 647738 1261 4203 663937 655134 1601 7202 4948 4948 SOFTWARE MARKETING 176958 166481 5772 4705 DIRECT MAIL EXPENSE 136734 126630 309 9795 PRINTING AND COPYING 122214 120287 1299 628 LIST RENTAL 20553 18312 2241 12628 7913 720 3995 8423843 7937817 289723 196303 X 95070 85617 0 9453 3282437 856596 154866 1290 695 5736 105407 105407 4947 0 0 645236 3288674 1663129 240135 343541 10605 0 437645 0 688385 343541 X 2378177 1319588 222112 0 2600289 1319588 3288674 1663129 -1237497 -43183 -21 0 X X 0 1 X 1 0 X 7112650 5752308 8363242 7479830 7139619 35847649 7112650 5752308 8363242 7479830 7139619 35847649 9483202 26364447 71080 2117 863 501 4580 79141 15800 4250 20050 35946840 0.73340 0.70230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 105407 105407 0 0 DUE FROM FREEDOMWORKS, INC. 645236 645236 X 7143142 -43183 -43183 7186325 21 21 7186346 8423843 0 8423843 0 8423843 PART X, LINE 2: THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3), AND IT IS NOT A PRIVATE FOUNDATION BECAUSE IT IS DESCRIBED IN IRC SECTION 170(B)(L)(A)(VI). CONTRIBUTIONS TO THE FOUNDATION ARE DEDUCTIBLE UNDER IRC SECTION 170(C)(2). THE FOUNDATION IS SUBJECT TO TAX ON INCOME FROM UNRELATED BUSINESS ACTIVITIES. MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. X X X X 1 RIGHTERS GROUP LLC 1807 SOUTH CHURCH STREET STE 180 SMITHFIELD VA 23430 DIRECT MAIL CREATIVE ADVICE 0 331550 41772 289778 331550 41772 289778 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC ND OK OR PA RI SC TN UT VA WV WI AK CO ME NV OH WA CT 1 ROBERT SMALLS LEGACY FOUNDATION PO BOX 26141 ALEXANDRIA VA 22313 873187310 501(C)(3) 33656 0 TO FURTHER THE ORGANIZATION'S MISSION. 1 PART I, LINE 2: FREEDOMWORKS REVIEWS EXPENSES TO ENSURE THEY ARE IN LINE WITH THE PROPOSED BUDGET. X X X X X 0 0 0 0 0 0 0 0 0 ADAM BRANDON PRESIDENT 253229 136354 0 0 117 63 6852 3690 11656 6276 271854 146383 0 0 NOAH WALL EXECUTIVE VICE PRESIDENT 165614 89177 0 0 94 50 8281 4459 13761 7409 187750 101095 0 0 JOHN TAMNY DIR. CENTER FOR ECONOMIC FREEDOM 17000 153000 500 4500 0 0 779 7013 1890 17005 20169 181518 0 0 STEVE MOORE ECONOMIST 107250 57750 0 0 0 0 0 0 13571 7308 120821 65058 0 0 JOHN STODDARD VICE PRESIDENT OF MARKETING 105750 56942 0 0 66 36 3513 1891 5399 2907 114728 61776 0 0 SAVANNAH STEELE SENIOR CONTROLLER 87750 47250 6500 3500 0 0 4387 2363 3824 2059 102461 55172 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT CPA FIRM WITH THE HELP OF THE SENIOR CONTROLLER. IT IS THEN REVIEWED BY THE CFO, AND LEGAL AND MANAGEMENT, AND ONCE FINALIZED, IT IS SENT TO THE BOARD FOR FINAL REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNANCE AND ETHICS POLICY IS REVIEWED AND ADOPTED ANNUALLY BY THE BOARD OF DIRECTORS AND EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS INCLUDES A REPORT BASED ON A REVIEW OF FORM 990'S OF COMPARABLE ORGANIZATIONS, AND A COMPILATION OF SALARIES OF EXECUTIVES AT SIMILAR ORGANIZATIONS IS REVIEWED BY MANAGEMENT AND THE BOARD OF DIRECTORS. THIS PROCESS INCLUDES COMPENSATION FOR THE PRESIDENT OR ANY PERSON DEEMED A DISQUALIFIED PERSON UNDER INTERNAL REVENUE CODE SECTION 4958. THE PROCESS FOR DETERMINING COMPENSATION FOR OTHER OFFICERS OR KEY EMPLOYEES OR THE ORGANIZATION IS DETERMINED BY THE PRESIDENT, WITHIN THE BUDGET ADOPTED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 FREEDOMWORKS MAKES AVAILABLE ITS FORM 1023 AND A PUBLIC DISCLOSURE COPY OF ITS FEDERAL FORM 990 UPON REQUEST. A COMPLETE PUBLIC DISCLOSURE COPY OF FEDERAL FORM 990 IS AVAILABLE ON THE FOUNDATION'S WEBSITE, AND PROVIDED TO GUIDESTAR BY THE FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS INTERNAL POLICIES AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G MEDIA, POLLING, PR, STRATEGY, & OTHER SERVICE & CONSULTANTS: PROGRAM SERVICE EXPENSES 1,579,522. MANAGEMENT AND GENERAL EXPENSES 3,221. FUNDRAISING EXPENSES 5,466. TOTAL EXPENSES 1,588,209. PROFESSIONAL FEES - HUMAN RESOURCES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 28,214. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,214. FORM 990 AMENDED RETURN: THE ORGANIZATION IS FILING AN AMENDED RETURN TO REFLECT THE ALLOCATION OF JOINT COSTS WITH RELATED ENTITY, FREEDOMWORKS INC, ON PART IX, LINE 26. DIRECT MAIL COSTS ALLOCATION TO THE FOUNDATION TOTALED $95,070 AT DECEMBER 31, 2022. THE COSTS HAVE BEEN ALLOCATED TO PROGRAM SERVICES IN THE AMOUNT OF $85,617 AND FUNDRAISING SERVICES IN THE AMOUNT OF $9,453 AT DECEMBER 31, 2022. FREEDOMWORKS INC 111 K ST NE 6TH FLOOR WASHINGTON DC 20002 521349353 EXISTS TO BUILD, EDUCATE, AND MOBILIZE ACTIVISTS DC 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 FREEDOMWORKS INC N 914158 ALLOCATED BASED ON EMPLOYEE TIME FREEDOMWORKS INC O 3404389 ALLOCATED BASED ON EMPLOYEE TIME FREEDOMWORKS INC P 3916800 ACTUAL EXPENSES