2021-05-13T10:08:20-05:00 2020-06-30 363990892 Capin Crouse LLP 2435 Research Parkway STE 200 Colorado Springs CO 80920 990 2019-07-01 541660459 Alliance Defending Freedom ALLI 4804440020 15100 North 90th Street Scottsdale AZ 85260 Wayne Swindler Executive VP of Finance & Admi 4804440020 2021-05-13 1 Ted R Batson Jr P00721951 5055022746 2019 2022-09-23 18:48:47Z Michael P Farris 15100 North 90th Street Scottsdale AZ 85260 67771862 0 X www.alliancedefendingfreedom.org X 1993 VA ADF is committed to transforming law and culture so true freedom can flourish. 8 8 319 957 0 0 57373863 62651682 440982 1071563 510652 515111 2623736 949199 60949233 65187555 4387348 5752211 0 0 29378873 31794725 1275424 1173135 8271239 22220369 20579117 57262014 59299188 3687219 5888367 45011387 48720562 7681785 5906863 37329602 42813699 X To keep the doors open for the Gospel by advocating for religious freedom, the sanctity of human life, freedom of speech, and marriage and the family. 0 0 18319872 2884454 1972846 Legal advocacy: Alliance Defending Freedom (ADF) is an alliance-building legal organization that advocates for the right of people to freely live out their faith. ADF champions God-given freedoms that allow for human flourishing while affirming the dignity of every person. ADF exists to facilitate an alliance of like-minded influencers from every sphere of the public square affecting law and culture, and to mobilize this alliance to protect the core values of religious freedom, the sanctity of human life, freedom of speech, and marriage and the family. ADF offers exceptional legal advocacy and expertise through over 70 staff attorneys based in Arizona, Georgia, Virginia, Washington D.C., New York City, and around the world. Together with a network of 3,700 allied attorneys, ADF has a nearly 80% success rate in our cases and has won 11 Supreme Court victories since 2011. ADF works with over 1,000 allied organizations to create effective strategies for establishing critical legal precedents to preserve religious liberty in state and federal courts, including the U.S. Supreme Court, as well as international courts and governing bodies such as the European Court of Human Rights and the United Nations. ADF serves our network of allies by providing training, coordination, funding, legal expertise, and litigation services in support of our allied attorneys, church and parachurch organization leaders, legislators and legislative staff members, business leaders, clients, student leaders, and other key allies. 13326797 992800 Allied support and training: As an alliance-building legal organization that advocates for the right of people to freely live out their faith, ADF is committed to equipping allies to defend and promote religious liberty to the best of their ability, and to transform law and culture so true freedom can flourish. To this end, ADF offers world-class training for Christian attorneys and professionals, law students, and college students interested in pursuing a career in law, public policy, government, journalism, and other culture-shaping fields. Through the ADF Summit on Religious Liberty, Legal Academy programs, and other training events, practicing attorneys, legal advocates, business leaders, clergy, policy leaders, and media leaders are invited to participate in world-class training, strategy, and networking sessions around the world. More than 2,100 U.S. and international attorneys have completed an ADF Legal Academy training, and over 3,700 ADF allied attorneys have volunteered pro bono legal advocacy services to local and international communities valued at over $225 million. This amount far exceeds the cost of these programs. Most U.S. state bars accept accreditation for portions of the legal advocacy training with continuing legal education credit. Through the Blackstone Legal Fellowship, ADF trains top Christian law students from around the world on natural law, constitutional jurisprudence and interpretation, and effective legal advocacy. Blackstone prepares these students for careers marked with integrity, excellence, and leadership and to approach their careers as a way to promote the common good. The program consists of courses taught by prominent lecturers, internships around the world with influential legal organizations, and professional career services. To date, over 2,400 students are alumni of the Blackstone Legal Fellowship, representing 227 law schools worldwide. ADF offers similar programs for university students and young professionals who seek to live out their faith in the fields of law, government, public policy, and journalism. To date, more than 1,000 participants have graduated from these programs, many of whom go on to attend the Blackstone Legal Fellowship during law school. 10758279 Public education: ADF provides information to the public about the importance of proper laws concerning freedom of religion, freedom of speech, the sanctity of every human life, and the values of marriage and family in the United States and throughout the world. This is done through various means, including op-eds at prominent publications, comprehensive webinars, press releases, and our new Freedom Matters video series on Youtube, which has garnered over 15 million views since launching in the spring of 2020. ADF engages in this public education to inform and raise awareness of the following: The vision of the Founders concerning the U.S. Constitution to reflect natural law; entities that seek to distort or repurpose the Constitution's original meaning; domestic and international challenges to religious freedom, the sanctity of life, and family values; and how and where civil liberties have been jeopardized or thwarted and the efforts of ADF and its allies to reclaim those freedoms. ADF public education efforts also serve to recruit potential allies and to highlight the advocacy work of the alliance in order to position ourselves to serve as the first line of defense for individuals and organizations whose religious freedom is at risk. ADF also requests that the recipients of these educational communications remember our activities in prayer. 2200135 1874957 Public education: ADF provides information to the public about the importance of proper laws concerning freedom of religion, freedom of speech, the sanctity of every human life, and the values of marriage and family in the United States and throughout the world. This is done through various means, including op-eds at prominent publications, comprehensive webinars, press releases, and our new Freedom Matters video series on Youtube, which has garnered over 15 million views since launching in the spring of 2020. ADF engages in this public education to inform and raise awareness of the following: The vision of the Founders concerning the U.S. Constitution to reflect natural law; entities that seek to distort or repurpose the Constitution's original meaning; domestic and international challenges to religious freedom, the sanctity of life, and family values; and how and where civil liberties have been jeopardized or thwarted and the efforts of ADF and its allies to reclaim those freedoms. ADF public education efforts also serve to recruit potential allies and to highlight the advocacy work of the alliance in order to position ourselves to serve as the first line of defense for individuals and organizations whose religious freedom is at risk. ADF also requests that the recipients of these educational communications remember our activities in prayer. 2200135 1874957 44605083 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 1 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 1 X 267 0 1 319 1 0 1 AU CJ BE SZ FR UK 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA CT FL GA HI IL KS KY MA MD MN MS NC NH NJ NY PA SC TN UT VA WI WV NM X X Wayne Swindler 4804440020 15100 North 90th Street Scottsdale AZ 85260 Alan Sears Founder 50.00 1.00 X 803981 0 26431 Michael Farris President and CEO 60.00 1.00 X 455461 0 26747 Wayne Swindler EVP Finance & Administration 55.00 1.00 X 269092 0 34542 Kristen Waggoner General Counsel 50.00 X 265276 0 31304 Tim Chandler Sr. Counsel, SVP of Alliance Adv 50.00 X 245119 0 31242 Mark Crozet SVP of Development (Part Year) 50.00 X 242704 0 32230 Brett Harvey Sr. Counsel, VP of Allied Legal Affairs 50.00 X 227787 0 32230 Lisa Reschetnikow ADF Foundation Pres/Corp Gen Couns 26.00 24.00 X 230340 0 16409 Jeffrey Ventrella Sr. Counsel, SVP of Training 50.00 X 211600 0 31861 David Cortman Sr. Counsel, VP of U.S. Litigation 50.00 X 210693 0 32303 Jeremy Tedesco Sr. Counsel, VP of U.S. Advocacy 50.00 X 214376 0 27271 Gary McCaleb Former Officer 50.00 X 203526 0 24837 Glen Lavy Corporate Counsel 50.00 X 190795 0 23188 Tony Johnson SVP of Operations & Direct Response 50.00 X 164820 0 25925 Lance Bauslaugh SVP of Development 50.00 X 161846 0 22547 Amy Shepard Former Key Employee 50.00 X 107933 0 20980 Terry Schlossberg Chairman 8.00 X X 0 0 0 Seth Morgan Vice Chairman 2.00 X X 0 0 0 Mark Maddoux Secretary/Treasurer 5.00 X X 0 0 0 Alfonso Aguilar Director 2.00 X 0 0 0 Charles Pickering Director 2.00 X 0 0 0 John Rogers Director 2.00 X 0 0 0 Ruth Ross Director 2.00 X 0 0 0 Scott Scharpen Director 2.00 X 0 0 0 Marjorie Dannenfelser Director (Part Year) 2.00 X 0 0 0 Tom Minnery Director (Part Year) 2.00 X 0 0 0 4205349 0 440047 69 1 1 0 MetaSoftTech Solutions 2195 Chandler Blvd Suite 100 Chandler AZ 85224 Web and Software Development 1238263 Masterworks Inc 19462 Powder Hill Place NE Poulsbo WA 98370 Digital Marketing 724510 Action Mailing Corp 3165 W Heartland Dr Liberty MO 64068 Direct Marketing Service 656278 The Hibbard Group LLC PO Box 516 Hainesport NJ 08036 Radio Marketing 296723 Courier Graphics Corp 2621 S 37th Street Phoenix AZ 85034 Direct Marketing Service 290619 14 38502 26746 62586434 1057362 62651682 Membership Fees 900099 1071563 1071563 1071563 503878 503878 58804 37891 20913 20913 20913 2556749 900 2546416 0 10333 900 11233 11233 Court Awarded Fees 900099 828014 828014 Honorarium Income 900099 73269 73269 27003 27003 928286 65187555 1972846 0 563027 1996203 1996203 1048954 1048954 2707054 2707054 2501166 1323413 633541 544212 421917 168702 120530 132685 22778498 17821570 2205448 2751480 576195 463750 52737 59708 3508319 2448469 600782 459068 2008630 1553227 199699 255704 289509 244911 40685 3913 81042 9216 71826 1173135 1173135 111236 7354 102938 944 1691150 1292360 132349 266441 4497624 3243313 412168 842143 1821106 1142505 417876 260725 1213223 731252 258644 223327 1910017 1295718 263689 350610 3371002 2900639 132048 338315 2450502 2173361 91031 186110 2163997 1518536 253282 392179 197875 61510 119997 16368 Resource Materials 436323 378345 52009 5969 Financial Services 233903 233903 Professional Dues 110608 74721 27684 8203 59299188 44605083 6422866 8271239 X 4076739 2909916 284405 882418 3202349 4763004 358011 839188 987199 451852 22503 41717 2429085 1185720 34517708 18976582 15554702 15541126 10582762 13360275 -132123 -130237 12006899 12667917 45011387 48720562 6192252 4383634 405710 501227 1083823 1022002 7681785 5906863 X 34840957 40281593 2488645 2532106 37329602 42813699 45011387 48720562 X 5888367 -521408 117138 X 0 1 X 1 0 X 51471951 50199237 55125355 57373863 62651682 276822088 51471951 50199237 55125355 57373863 62651682 276822088 276822088 389805 160214 306271 478584 562682 1897556 1290999 876160 253704 2598877 928286 5948026 284667670 1662690 0.97240 0.96840 X Schedule A, Part II, Line 10, Explanation of Other Income: Miscellaneous Income - 2015 Amount: $ 65,806. 2016 Amount: $ 285,155. 2017 Amount: $ 29,350. 2018 Amount: $ 29,596. 2019 Amount: $ 27,003. Court Awarded Fees - 2015 Amount: $ 979,457. 2016 Amount: $ 434,166. 2017 Amount: $ 141,727. 2018 Amount: $ 2,531,679. 2019 Amount: $ 828,014. Honorarium Income - 2015 Amount: $ 245,736. 2016 Amount: $ 156,839. 2017 Amount: $ 82,627. 2018 Amount: $ 37,602. 2019 Amount: $ 73,269. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13213 178 13391 59285797 59299188 1000000 250000 0 0 1000000 1000000 2000000 3000000 6108 13391 19499 250000 250000 500000 750000 2734 13213 15947 7972098 2415503 -367334 101746 1232892 8685629 6545226 2333923 480690 80000 1307741 7972098 6301839 1003482 400209 40000 1120304 6545226 6327294 731623 510977 40000 1228055 6301839 4869735 1636049 175336 353826 6327294 0.88810 0.11190 0 1 1 2000000 2000000 15971459 7097311 8874148 1156276 424063 732213 11401026 10042039 1358987 3988947 1413169 2575778 15541126 Security Deposits 226537 Due From Related Organizations 381128 Investments Held by the Foundation 12060252 12667917 Deferred Rent Payable 1022002 1022002 68715411 -521408 3726795 397689 3603076 65112335 75220 75220 65187555 63128538 3726795 189536 3916331 59212207 75220 11761 86981 59299188 Part V, Line 4: ADF Foundation, a related organization, maintains the endowment to financially support Alliance Defending Freedom in achieving its objectives. Part XI, Line 2d - Other Adjustments: Transactions related to excluded ADFI entities 256,308. Rent expense included on Part VIII, Line 6b 37,890. Gain on foreign currency translation 103,491. Part XII, Line 2d - Other Adjustments: Rent expense included on Part VIII, Line 6b 37,890. Excluded ADFI entitiy activity 151,646. Part XII, Line 4b - Other Adjustments: Grant reimbursements 11,761. Form 990, Schedule D, Part V, Lines 2a-2c: In accordance with the principles of FASB ASU 2016-14 (ASC 958), the organization has implemented required changes to its audited financial statements for the period ended 06/30/2020. To date, Form 990 and its associated schedules have not been updated to reflect changes made by this standard. Thus, we have reported the revised net asset categories from the audited financial statements as follows on Form 990, Schedule D, Part V, Lines 2a-2c: Line 2a - Without donor restrictions Line 2b - With donor restrictions Form 990, Schedule D, Part IX: Investments Held by the Foundation of $12,060,252 represents investment assets of the ministry that are held and managed by the Foundation. 1 East Asia and the Pacific 0 0 Grants to Recipients Located in Region 40003 Europe 0 0 Grants to Recipients Located in Region 1914979 Middle East and North Africa 0 0 Grants to Recipients Located in Region 14404 North America 0 0 Grants to Recipients Located in Region 101727 South Asia 0 0 Grants to Recipients Located in Region 558380 Sub-Saharan Africa 0 0 Grants to Recipients Located in Region 19690 South America 0 0 Grants to Recipients Located in Region 50800 Russia and Neighboring States 0 0 Grants to Recipients Located in Region 7070 Europe 1 16 Program Services Human Rights Legal Work 2383112 South America 0 0 Program Services Human Rights Legal Work 39427 0 0 1 16 1 16 2707053 2422539 5129592 East Asia and the Pacific Human Rights Legal Work 10000 Wire Transfer East Asia and the Pacific Human Rights Legal Work 30003 Wire Transfer Europe Human Rights Legal Work 20320 Wire Transfer Europe Human Rights Legal Work 9400 Wire Transfer Europe Human Rights Legal Work 5500 Wire Transfer Europe Human Rights Legal Work 9700 Wire Transfer Europe Human Rights Legal Work 22216 Wire Transfer Europe Human Rights Legal Work 10062 Wire Transfer Europe Human Rights Legal Work 10000 Wire Transfer Europe Human Rights Legal Work 6000 Wire Transfer Europe Human Rights Legal Work 19600 Wire Transfer Europe Human Rights Legal Work 44750 Wire Transfer Middle East and North Africa Human Rights Legal Work 6000 Wire Transfer Middle East and North Africa Human Rights Legal Work 8404 Wire Transfer North America Human Rights Legal Work 15307 Wire Transfer North America Human Rights Legal Work 29900 Wire Transfer North America Human Rights Legal Work 27000 Wire Transfer North America Human Rights Legal Work 23220 Wire Transfer South Asia Human Rights Legal Work 6686 Wire Transfer South Asia Human Rights Legal Work 13856 Wire Transfer South Asia Human Rights Legal Work 8000 Wire Transfer South Asia Human Rights Legal Work 12000 Wire Transfer South Asia Human Rights Legal Work 12000 Wire Transfer South Asia Human Rights Legal Work 5121 Wire Transfer Sub-Saharan Africa Human Rights Legal Work 7000 Wire Transfer Sub-Saharan Africa Human Rights Legal Work 7690 Wire Transfer South America Human Rights Legal Work 30000 Wire Transfer South America Human Rights Legal Work 14000 Wire Transfer Europe - ADFI Human Rights Legal Work 569716 Wire Transfer Europe - ADFI Human Rights Legal Work 385899 Wire Transfer Europe - ADFI Human Rights Legal Work 400764 Wire Transfer Europe - ADFI Human Rights Legal Work 396886 Wire Transfer South Asia - ADFI Human Rights Legal Work 487977 Wire Transfer 0 33 Scholarship North America 1 6300 Check 0 0 0 0 0 0 Part I, Line 2: When Alliance Defending Freedom approves a grant, the funds are retained by Alliance Defending Freedom and set aside to be used exclusively in furtherance of the grant request. Distributions are made pursuant to a written invoice and report demonstrating evidence of expenses actually incurred, time actually involved in furtherance of the goals supported by the grant, and a report as to the activities performed and goals achieved. Part I, line 3: Expenditures are accounted for using the accrual method of accounting. Part III Accounting Method: X X X X X X 1 Masterworks Inc 19462 Powder Hill Place NE Poulsbo WA 98370 Digital Marketing Consultant 0 1229321 729655 499966 The Hibbard Group PO Box 516 Hainesport NJ 08036 Radio Marketing 0 314902 313945 957 MDS Communications 545 West Juanita Avenue Mesa AZ 85210 Telemarketing 0 124347 73397 50950 American Target Advertising 9625 Surveyor Court Ste 400 Manassas VA 20110 Direct Mail Consulting 0 29057 56138 -27081 1697627 1173135 524792 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 Abigail Adams Institute 14 Arrow St G10 Cambridge MA 02138 471495965 501(c)(3) 20000 Religious Liberty Ahrend Law Firm PLLC 100 E Broadway Ave Moses Lake WA 98837 212277663 10000 Religious Liberty Bioethics Defense Fund - AZ 6811 E Voltaire Ave Scottsdale AZ 85254 721528220 501(c)(3) 10000 Religious Liberty Bucknam Law PC 434 Eastman Road Walden VT 05836 261507022 29914 Family Values Dalton & Tomich PLC The Chrysler House 719 Griswold Street Suite 270 Detroit MI 48226 273296840 32559 Religious Liberty Ellis Li & McKinstry PLLC Market Place Tower 2025 First Avenue Penthouse A Seattle WA 98121 911240777 30504 Family Values Fiorentino Howard & Petrone PC 773 Main Street Manchester CT 06040 060909286 19479 Religious Liberty Freedom of Conscience Defense Fund PO Box 9520 Rancho Santa Fe CA 92067 300741605 501(c)(3) 175000 Sanctity of Life , Religious Liberty James Hochberg AAL PO Box 3226 Honolulu HI 96801 990338478 18234 Religious Liberty Kaempf Law Firm PC 1050 SW Sixth Ave Suite 1414 Portland OR 97204 454447760 40154 Religious Liberty Kirkland & Ellis LLP (DC) 1301 Pennsylvania Avenue NW Washington DC 20004 361326630 25000 Religious Liberty Kriegshauser Law Firm 15050 W 138th St Unit 4493 Olathe KS 66063 832819335 22360 Religious Liberty Kristina S Heuser PC 23 Birch Hill Road Rear Locust Valley NY 11560 273863617 14702 Religious Liberty Law Office of Nic Cocis 25026 Las Brisas Rd Murrieta CA 92562 203843470 31490 Sanctity of Life Mauck & Baker LLC One N LaSalle Street Suite 600 Chicago IL 60602 364394768 30299 Religious Liberty,Sanctity of Life McKenry Dancigers Dawson PC 192 Ballard Court Suite 400 Virginia Beach VA 23462 541134418 5409 Religious Liberty Mitchell Law PLLC 111 Congress Ave Suite 400 Austin TX 78701 830752577 36517 Religious Liberty National Center for Public Policy Research 20 F Street NW Suite 700 Washington DC 20001 521226614 501(c)(3) 7500 Religious Liberty Nelson Madden Black LLP 475 Park Avenue South Suite 2800 New York NY 10016 812854576 24748 Religious Liberty Ney Law Firm LLC 900 S Kansas Ave Ste 402 Topeka KS 66612 822094594 20640 Religious Liberty Odeneal & Odenea 4849 Greenville Ave 1540 Dallas TX 75206 751823567 33157 Family Values Open Doors International PO Box 27001 Santa Ana CA 92799 237275342 501(c)(3) 17518 Religious Liberty Patrick Henry College 10 Patrick Henry Circle Purcellville VA 20132 541919810 501(c)(3) 18865 Sanctity of Life Pennsylvania Family 23 N Front St Harrisburg Second Floor Harrisburg PA 17101 232509197 501(c)(3) 9124 Family Values Provident Law 14646 N Kierland Boulevard Suite 230 Scottsdale AZ 85254 472962989 20000 Religious Liberty Shreffler Law pllc 816 Dodd Road Ste A West St Paul MN 55118 270998825 5912 Religious Liberty Smith & Associates 400 Broadacres Drive Suite 260 Bloomfield NJ 07003 272120508 25000 Sanctity of Life Susan B Anthony List 2800 Shirlington Rd Ste 1200 Arlington VA 22206 264788700 501(c)(3) 20080 Sanctity of Life The Claremont Institute 1317 W Foothill Blvd Ste 120 Upland CA 91786 953443202 501(c)(3) 5419 Religious Liberty The Family Foundation of Virginia 707 E Franklin St Richmond VA 23219 521425355 501(c)(3) 156620 Religious Liberty ADF Foundation 15100 N 90th Street Scottsdale AZ 85260 861158500 501(c)(3) 1080000 Book value Investments Religious Liberty 11 20 Scholarships 158 986500 Grant - Family Values and Religious Liberty 3 62454 Part I, Line 2: Following a detailed application process, grant applications are reviewed by a council of senior attorneys. The council meets monthly to review applications and promote support and collaboration with allies working towards objectives that further the ADF mission. When the organization approves a grant, the funds are retained by ADF and set aside to be used exclusively in furtherance of the grant request. Distributions are made pursuant to a written invoice and report demonstrating evidence of expenses actually incurred, time actually invested in furtherance of the goals supported by the grant, and a report as to the activities performed and goals achieved. X X 1 1 X X X X X X 1 0 0 0 0 0 0 1 0 Alan Sears Founder 315009 0 0 0 488972 0 11200 0 15231 0 830412 0 0 0 Michael Farris President and CEO 422221 0 27760 0 5480 0 11200 0 15547 0 482208 0 0 0 Wayne Swindler EVP Finance & Administration 238378 0 29172 0 1542 0 11089 0 23453 0 303634 0 0 0 Kristen Waggoner General Counsel 259903 0 5000 0 373 0 10817 0 20487 0 296580 0 0 0 Tim Chandler Sr. Counsel, SVP of Alliance Adv 241041 0 3850 0 228 0 10033 0 18179 0 273331 0 0 0 Mark Crozet SVP of Development (Part Year) 237849 0 3850 0 1005 0 9390 0 22840 0 274934 0 0 0 Brett Harvey Sr. Counsel, VP of Allied Legal Affa 225508 0 2000 0 279 0 9390 0 22840 0 260017 0 0 0 Lisa Reschetnikow ADF Foundation Pres/Corp Gen Couns 216045 0 13850 0 445 0 0 0 16409 0 246749 0 0 0 Jeffrey Ventrella Sr. Counsel, SVP of Training 209291 0 1000 0 1309 0 8774 0 23087 0 243461 0 0 0 David Cortman Sr. Counsel, VP of U.S. Litigation 202373 0 7500 0 820 0 8756 0 23547 0 242996 0 0 0 Jeremy Tedesco Sr. Counsel, VP of U.S. Advocacy 204718 0 9379 0 279 0 6784 0 20487 0 241647 0 0 0 Gary McCaleb Former Officer 201538 0 0 0 1988 0 8429 0 16408 0 228363 0 0 0 Glen Lavy Corporate Counsel 187703 0 1000 0 2092 0 7641 0 15547 0 213983 0 0 0 Tony Johnson SVP of Operations & Direct Response 161936 0 2750 0 134 0 6738 0 19187 0 190745 0 0 0 Lance Bauslaugh SVP of Development 156713 0 5000 0 133 0 0 0 22547 0 184393 0 0 0 Amy Shepard Former Key Employee 107533 0 0 0 400 0 4636 0 16344 0 128913 0 0 0 Part I, Line 1a Of course, like most organizations in the world, travel in this reporting period has been greatly limited and curtailed due to the pandemic. First-class travel may be provided to employees for air travel of extended length, frequent travel, and/or when availability of reservations is limited to first-class (which is rare and infrequent). Typically, such travel is at no additional expense due to airline frequent flyer programs which allow upgrades to first-class travel, or first-class travel is available at low cost due to airline travel status. All employer paid travel is for the convenience and business purpose of the organization, and is not treated as taxable income to the employee. The organization is also sensitive to maintaining the health, longevity, and well-being of employees who are required to travel frequently to fulfill the responsibilities and duties of their positions. Travel for companions is provided when the companion's attendance at meetings, conferences, and events has a bona fide business purpose to the organization. This is not treated as taxable compensation. These expenses are not limited to officers, key employees, and highly compensated individuals, but are available to all employees in the situations described. Part I, Line 4a Alan Sears is the founding President, CEO, and General Counsel of Alliance Defending Freedom. In September 1993 Mr. Sears became ADF's first employee and opened the first ADF office with $4,700 in the bank. Mr. Sears dedicated himself to building ADF from a start-up organization, and after successfully leading ADF to achieve tremendous growth and world-wide impact, Mr. Sears formally announced to the ADF Board of Directors in 2016 his desire to step down. Mr. Sears entered into a separation agreement with the Board that guaranteed Mr. Sears would remain at ADF in the role of Founder to ensure the orderly and successful transition to the new ADF President and CEO, and to honor Mr. Sears for his 23 years of sacrificial and extraordinary service to ADF. Michael Farris succeeded Mr. Sears at the beginning of 2017 and Mr. Sears remained at ADF until July 31, 2019. Reported in this Form 990, is Mr. Sears' partial compensation for 2019, and the first of two installments (in the amount of $485,633) in accordance with the terms of the separation agreement. Part I, Line 7 Discretionary bonuses were awarded to employees as part of an organization-wide merit performance award program. Janet Bitzko Finance and Accountin Family member of Alan Sears, Founder 65141 Compensation 0 Rebecca Sears Media and Marketing Family member of Alan Sears, Founder 100136 Compensation 0 Michael Farris Jr Legal Content M Family member of Michael Farris, President and CEO 67959 Compensation 0 Allie Shipe Receptionist Family member of Michael Farris, President and CEO 13058 Compensation 0 Chandler Ventrella Facilities Assi Family member of Jeffrey Ventrella, SVP of Training 42331 Compensation 0 X 105 1057362 Stock Market Quotes 0 0 1 1 Part I, Column (b): The number of contributions represent the number of contributions received, not the number of items donated. Part I, Line 32b: Idonate occastionally accepts gifts of tangible items on the organization's behalf. They dispose of the items and pass the proceeds on to the organization. Form 990, Part VI, Section A, line 8b The organization does not have any committees that have authority to act on behalf of the governing body. Therefore, this line is answered no in accordance with the instructions. Form 990, Part VI, Section B, line 11b The Form 990 is prepared by an independent CPA firm. Upon completion, the organization's Finance Team reviews the Form 990 through the following process: 1) The CFO and Controller compare the Form 990 to the annual corporate audit and internal financial reports. 2) The CFO assigns the Controller and his team to review content, check math totals, and check spelling. 3) Following the above review, the Form 990 is distributed to: A. CEO B. Chairman of the Finance and Audit Committee (FAC) which is responsible for oversight of finance, audit, and tax matters. C. The Chair of the FAC ensures committee members review the Form 990 for material edits and compliance. D. Upon acceptance and approval, the Chairman of the FAC then instructs the CFO post it on the Board website so the full Board can view the 990. Based on the FAC's recommendation, the Board approves and accepts the 990 at the next regularly scheduled Board meeting. 4) Changes and corrections from the above are addressed at each step. 5) Following the above, the CFO signs and instructs the Form 990 to be filed with the IRS. 6) Upon filing with the IRS, ADF's Form 990 is available for public inspection and distribution to the state governing bodies, foundations, and other requesting entities. Form 990, Part VI, Section B, line 12c The conflict of interest policy covers any Director, Principal Officer, or member of a committee with governing board delegating powers, who has a direct or indirect financial interest. The organization also conducts periodic reviews to ensure operations are consistent with its charitable purposes. Directors shall report possible conflicts of interest to the Chairman of the Board of Directors prior to any action on the transaction by the organization. Upon report of a possible conflict, the Board of Directors shall conduct an investigation and determine whether a conflict of interest does exist and whether it is substantial. If the Board determines that a substantial conflict of interest exists, the interested individual shall not vote on the transaction presenting the conflict. The interested individual may vote only if the Board determines that no conflict exists or the conflict is not substantial. No investigation or determination by the Board shall be required if the interested individual voluntarily agrees to refrain from voting on the transaction presenting the potential conflict of interest. The interested individual may be counted in determining the presence of a quorum. The remaining Board or committee members shall decide if a conflict of interest exists. The minutes of the governing Board and all committees with Board delegated powers shall contain: A. The names of the persons who disclosed or otherwise were found to have a financial interest in connection with an actual or possible conflict of interest, the nature of the financial interest, any action taken to determine whether a conflict of interest was present, and the governing Board's or Committee's decision as to whether a conflict of interest in fact existed. B. The names of the persons who were present for discussions and votes relating to the transaction or arrangement, the content of the discussion, including any alternatives to the proposed transaction or arrangement, and a record of any votes taken in connection with the proceeding. Form 990, Part VI, Section B, Line 12b: The organization requires Board Members, Officers, and Key Employees to sign a conflict of interest statement each year. Form 990, Part VI, Section B, line 15 Alliance Defending Freedom maintains a compensation system. CEO compensation is set by the organization's independent Board, and the CEO's compensation is in accordance with the ADF compensation system. Job descriptions are evaluated against independent market sources and compensation data as provided by independent third party resource providers. The management compensation committee approves position grades and pay ranges of all other positions. Annually, ADF also prepares compensation data for the Board's Finance and Audit Committee in accordance with the IRS recommended "rebuttable presumption of reasonableness" process to substantiate the compensation of ADF key employees. The FAC reviews and approves key employee compensation once a year. The ADF Comp Team (comprised of the CFO, COO, and Director of HR) review benchmark data provided by Payscale, Mercer, and other compensation resources to determine the appropriate compensation for all positions in accordance with the ADF compensation philosophy. Compensation above the 60th percentile but less than the 75th percentile of a pay grade requires that the CEO be informed; at or above the 75th percentile requires CEO approval; and above the maximum of the grade requires Board approval. Discussions, decisions, and approvals are recorded in writing, typically via e-mail. This compensation review process last occurred in 2020. Form 990, Part VI, Section C, line 19 The organization's audited financial statements and Form 990 are available on its website. Governing documents and conflict of interest policy are available to the public upon request. Form 990, Part XI, line 9: 15100 Solar net gain as change in investment 1,885. Gain on foreign currency translation 103,491. Grant reimbursements 11,762. 15100 LLC 15100 N 90th Street Scottsdale AZ 85260 454047093 Own real property AZ 83272 11056673 Alliance Defending Freedom ADF International Austria gemeninnutzige GMBH Reisnerstrasse 40 Vienna AU 1030 Human rights legal work AU 313900 881259 Alliance Defending Freedom ADF Foundation 15100 N 90th Street Scottsdale AZ 85260 861158500 Public benefit corporation AZ 501(c)(3) Line 7 Alliance Defending Freedom 1 15100 Solar LLC 15100 N 90th Street Scottsdale AZ 85260 300710109 Own and operate solar energy project AZ 15100 LLC C 107893 1411030 1.00000 1 Alliance Defending Freedom Belgium ASBL Rue Guimark 15 1040 Etterbeek Brussels BE Human rights legal work BE Alliance Defending Freedom C 65341 1.00000 1 ADF International (UK) 16 Old Queen Street London UK Human rights legal work UK Alliance Defending Freedom C 205042 403401 1.00000 1 ADF International (France) 4 Pl Du Marche Aux Poissons Strasbourg FR Human rights legal work FR Alliance Defending Freedom C 2823 132051 1.00000 1 Alliance Defending Freedom Switzerland 28 Chemin Du Petit-Saconnex Geneve SZ Human rights legal work SZ Alliance Defending Freedom C 48442 149479 1.00000 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 Alliance Defending Freedom Belgium ASBL B 569716 Funds transferred ADF International (UK) B 396886 Funds transferred ADF International (France) B 385899 Funds transferred Alliance Defending Freedom Switzerland B 400764 Funds transferred ADF Foundation B 1080000 Amount of investments transfer ADF Foundation C ADF Foundation N