2022-02-17T12:40:48-06:00 2021-06-30 363990892 Capin Crouse LLP 2435 Research Parkway STE 200 Colorado Springs CO 80920 990 2020-07-01 541660459 Alliance Defending Freedom ALLI 4804440020 15100 North 90th Street Scottsdale AZ 85260 Wayne Swindler Executive VP of Finance & Admi 4804440020 2022-02-17 1 Wayne Swindler 999009999 Ted R Batson Jr P00721951 5055022746 2 AAL1 IAL1 2020 2022-05-20 13:21:51Z Michael P Farris 15100 North 90th Street Scottsdale AZ 85260 81425457 0 X www.alliancedefendingfreedom.org X 1993 VA ADF is committed to transforming law and culture so true freedom can flourish. 8 8 338 1192 0 0 62651682 76026674 1071563 1639151 515111 437775 949199 729450 65187555 78833050 5752211 5638307 0 0 31794725 35681765 1173135 1051906 9439398 20579117 24770915 59299188 67142893 5888367 11690157 48720562 78471731 5906863 21083354 42813699 57388377 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 16773335 3295831 2163663 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 3,400 allied attorneys, ADF has a nearly 80% success rate in our cases and has won 13 Supreme Court victories since 2011. ADF works with 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. 16059882 0 0 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, parental rights, 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 and Facebook, which has garnered over 40 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, parental rights, and marriage and family; 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 ADF 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. 15922294 1135000 Strategic Relations 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 abilities, 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. More than 2,100 U.S. and international attorneys have completed an ADF Legal Academy training, and over 3,400 ADF allied attorneys have volunteered pro bono legal advocacy services to local and international communities valued at over $227 million. This amount far exceeds the cost of these programs. Most state bar associations 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 with influential 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. And many of those who were interested in law went on to attend the Blackstone Legal Fellowship after entering law school. 2286219 1207477 Grants and Funding: ADF provides grant funding for legal cases and direct advocacy programs that keep the door open for the Gospel by advocating for: the right of all people to freely live out their faith; the sanctity of human life from conception until natural death; the freedom of speech for all; the sanctity of marriage and the truth that God has created us male and female; and the fundamental right of parents to direct the upbringing, care, and education for their children. Funding is focused on allies working on matters aligned with strategic legal objectives defined by ADF's U.S. and International advocacy teams. The grant funds cover expenses for litigation, including securing expert witnesses, research costs, promoting public advocacy, and acquiring strong amicus brief support for cases to ensure the best possibility of success. Following a detailed application process, grant applications are reviewed by a council of senior attorneys. The council meets monthly to facilitate the review of applications and promote support and collaboration with allies working toward objectives that further the ADF mission. Once a grant is awarded, funds are retained until the work is proven to be completed or until expenditures authorized are received from the grant recipient in accordance with the terms of the grant. Disbursements are recorded as an expense when paid. As of this writing, ADF has issued more than 3,500 grants totaling over $53 million. 2286219 1207477 51041730 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 1 1 1 0 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 228 0 1 338 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 FL GA HI IL MA MD MN MS NM NJ NY PA SC TN VA WI WV NH X X Wayne Swindler 4804440020 15100 North 90th Street Scottsdale AZ 85260 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 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 Michael Whitehead Director 2.00 1.00 X 0 0 0 Gary Smith Director 2.00 X 0 0 0 Kelvin Cochran Director (Part Year) 2.00 X 0 0 0 Michael Farris President and CEO 60.00 1.00 X 476005 0 27904 Wayne Swindler EVP Finance & Administration 55.00 1.00 X 286520 0 35828 Tony Johnson SVP of Operations & Direct Response 50.00 X 199702 0 31242 Kristen Waggoner General Counsel 50.00 X 302037 0 34828 Tim Chandler Sr. Counsel, SVP of Alliance Adv 50.00 X 258808 0 34021 Jeffery Ventrella Sr. Counsel, SVP of Training 50.00 X 241934 0 34116 Lance Bauslaugh SVP of Development 50.00 X 213722 0 32270 Glen Lavy Corporate Counsel 50.00 X 202607 0 24442 Alan Sears Founder 50.00 1.00 X 485633 0 0 Brett Harvey r. Counsel, VP of Allied Legal Affairs 50.00 X 233232 0 32867 Jeremy Tedesco Sr. Counsel, SVP of Corporate Engagement 50.00 X 227327 0 30678 David Cortman Sr. Counsel, VP of U.S. Litigation 50.00 X 223416 0 33698 John Bursch VP of Appellate Advocacy, Sr. Counsel 50.00 X 217800 0 26087 3568743 0 377981 74 0 1 0 MetaSoftTech Solutions 2195 Chandler Blvd Suite 100 Chandler AZ 85224 Web and Software Development 1201272 Masterworks Inc 19462 Powder Hill Place NE Poulsbo WA 98370 Digital Marketing 814545 Action Mailing Corp 3165 W Heartland Dr Liberty MO 64068 Direct Marketing Service 758393 Daily Wire LLC 1831 12th Ave South Ste 460 Nashville TN 37203 Creating Video Content 482000 The Hibbard Group LLC PO Box 516 Hainesport NJ 08036 Direct Marketing Service 333099 15 45453 503091 75478130 1880869 76026674 Membership Fees 900099 1639151 1639151 1639151 380019 380019 240736 61504 179232 179232 179232 2588659 2526641 4262 62018 -4262 57756 57756 Court Awarded Fees 900099 335261 335261 Honorarium Income 900099 189251 189251 25706 25706 550218 78833050 2163663 0 642713 771651 771651 1135000 1135000 3731656 3731656 2607054 1336819 733763 536472 136742 105908 24206 6628 25954852 20526378 2100046 3328428 712170 574712 51605 85853 3912601 2829636 557978 524987 2358346 1765536 275475 317335 486235 411340 71166 3729 86619 10114 71244 5261 1051906 1051906 75298 75298 1453193 1112766 129232 211195 6505879 4776588 220020 1509271 2973991 1874077 614561 485353 2172786 1444576 450319 277891 2215920 1482170 393200 340550 2522783 2242692 32746 247345 1811692 1600214 104941 106537 2439488 1823597 297245 318646 275154 102050 128067 45037 Resource Materials 1305630 1260301 33803 11526 Financial Services 284626 11420 266603 6603 Professional Dues 161621 112529 30247 18845 67142893 51041730 6661765 9439398 X 3581605 2686204 250712 644689 4763004 14912491 839188 2603103 451852 543 41717 40302 1185720 1675163 50605645 18084624 15541126 32521021 13360275 9027947 -130237 -136989 12667917 17828150 48720562 78471731 4383634 6179514 501227 848902 13125000 1022002 929938 5906863 21083354 X 40281593 56650476 2532106 737901 42813699 57388377 48720562 78471731 X 11690157 2985565 -101044 X 0 1 X 1 0 X 50199237 55125355 57373863 62651682 76026674 301376811 50199237 55125355 57373863 62651682 76026674 301376811 43955 301332856 160214 306271 478584 562682 620755 2128506 876160 253704 2598877 928286 550218 5207245 308712562 3301841 0.97610 0.97240 X Schedule A, Part II, Line 10, Explanation of Other Income: Miscellaneous Income - 2016 Amount: $ 285,155. 2017 Amount: $ 29,350. 2018 Amount: $ 29,596. 2019 Amount: $ 27,003. 2020 Amount: $ 25,706. Court Awarded Fees - 2016 Amount: $ 434,166. 2017 Amount: $ 141,727. 2018 Amount: $ 2,531,679. 2019 Amount: $ 828,014. 2020 Amount: $ 335,261. Honorarium Income - 2016 Amount: $ 156,839. 2017 Amount: $ 82,627. 2018 Amount: $ 37,602. 2019 Amount: $ 73,269. 2020 Amount: $ 189,251. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19193 880 20073 67122820 67142893 1000000 250000 0 0 1000000 1000000 1000000 3000000 4500000 6108 13391 20073 39572 250000 250000 250000 750000 1125000 2734 13213 19193 35140 8685629 1380431 3691886 503091 260797 12994058 7972098 2415503 -367334 101746 1232892 8685629 6545226 2333923 480690 80000 1307741 7972098 6301839 1003482 400209 40000 1120304 6545226 6327294 731623 510977 40000 1228055 6301839 0.89690 0.10310 0 1 1 2000000 2000000 34764589 7808570 26956019 1977703 912158 1065545 11291698 9334138 1957560 571655 29758 541897 32521021 Security deposits 254539 Due from related organizations 1850255 Investments held by the Foundation 15723356 17828150 Deferred Rent Payable 929938 929938 84281692 2985565 2157018 381357 5523940 78757752 75298 75298 78833050 68986965 2157018 61504 2218522 66768443 75298 299152 374450 67142893 Part V, Line 4: ADF Foundation, a related organization, maintains the endowment to financially support Alliance Defending Freedom in achieving its objectives. Form 990, Schedule D, Part V, Lines 2a-2c: In accordance with the principles of FASB ASU 2016-14 (ASC 958), the organization implemented required changes to its audited financial statements in the period ended 06/30/2018. 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 Part XI, Line 2d - Other Adjustments: Transactions related to excluded ADFI entities 444,142. Rent expense included on Part VIII, Line 6b 61,504. Loss on foreign currency translation -124,289. Part XII, Line 2d - Other Adjustments: Rent expense included on Part VIII, Line 6b 61,504. Part XII, Line 4b - Other Adjustments: Excluded ADFI entitiy activity 269,152. Grant reversals netted against grants paid 30,000. Form 990, Schedule D, Part IX: Investments Held by the Foundation of $15,723,356 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 97642 Europe 0 0 Grants to Recipients Located in Region 2849110 Middle East and North Africa 0 0 Grants to Recipients Located in Region 86707 North America 0 0 Grants to Recipients Located in Region 46158 South Asia 0 0 Grants to Recipients Located in Region 571161 Sub-Saharan Africa 0 0 Grants to Recipients Located in Region 25122 South America 0 0 Grants to Recipients Located in Region 45486 Russia and Neighboring States 0 0 Grants to Recipients Located in Region 10271 Europe 1 20 Program services Human Rights Legal Work 3147998 0 0 1 20 1 20 3731657 3147998 6879655 East Asia and the Pacific Human Rights Legal Work 13771 Wire Transfer East Asia and the Pacific Human Rights Legal Work 9120 Wire Transfer East Asia and the Pacific Human Rights Legal Work 17750 Wire Transfer East Asia and the Pacific Human Rights Legal Work 57001 Wire Transfer Europe Human Rights Legal Work 12487 Wire Transfer Europe Human Rights Legal Work 6778 Wire Transfer Europe Human Rights Legal Work 53816 Wire Transfer Europe Human Rights Legal Work 7500 Wire Transfer Europe Human Rights Legal Work 15000 Wire Transfer Europe Human Rights Legal Work 10000 Wire Transfer Middle East and North Africa Human Rights Legal Work 75000 Wire Transfer North America Human Rights Legal Work 20000 Wire Transfer North America Human Rights Legal Work 15000 Wire Transfer North America Human Rights Legal Work 6464 Wire Transfer Russia and Neighboring States Human Rights Legal Work 6000 Wire Transfer South America Human Rights Legal Work 18800 Wire Transfer South America Human Rights Legal Work 18606 Wire Transfer South Asia Human Rights Legal Work 8000 Wire Transfer South Asia Human Rights Legal Work 20011 Wire Transfer South Asia Human Rights Legal Work 9000 Wire Transfer South Asia Human Rights Legal Work 9000 Wire Transfer Sub-Saharan Africa Human Rights Legal Work 10000 Wire Transfer Sub-Saharan Africa Human Rights Legal Work 10500 Wire Transfer Europe - ADFI Human Rights Legal Work 137665 Wire Transfer Europe - ADFI Human Rights Legal Work 356105 Wire Transfer Europe - ADFI Human Rights Legal Work 667432 Wire Transfer Europe - ADFI Human Rights Legal Work 892616 Wire Transfer Europe - ADFI Human Rights Legal Work 661192 Wire Transfer South Asia - ADFI Human Rights Legal Work 510875 Wire Transfer 0 29 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 1 Masterworks Inc 19462 Powder Hill Place NE Poulsbo WA 98370 Digital Marketing Consultant 0 1298813 390333 908479 American Target Advertising 9625 Surveyor Court Ste 400 Manassas VA 20110 Direct Mail Consulting 0 374509 255362 119147 The Hibbard Group PO Box 516 Hainesport NJ 08036 Radio Marketing 0 221082 321114 -100032 MDS Communications 545 West Juanita Avenue Mesa AZ 85210 Telemarketing 0 193763 85097 108666 2088167 1051906 1036260 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 Charis Lex PC 301 N Lake Ave Suite 1100 Pasadena CA 91101 812681237 160078 Religious Liberty Child & Parental Rights Campaign 5425 Peachtree Parkway Suite 110 Norcross GA 30092 834560997 501(c)(3) 68125 Family Values Cooper & Kirk PLLC 1523 New Hampshire Ave NW Washington DC 20036 300101425 10089 Religious Liberty Dalton & Tomich PLC The Chrysler House 719 Griswold Street Suite 270 Detroit MI 48226 273296840 7710 Religious Liberty Ellis Li & McKinstry PLLC 1700 Seventh Avenue Suite 1810 Seattle WA 98101 911240777 63890 Family Values Indiana Family Institute 136 South 9th Street Suite 324 Noblesville IN 46060 351790240 501(c)(3) 19985 Religious Liberty International Organization for the Family 934 N Main Street Rockford IL 61103 541788267 501(c)(3) 50000 Religious Liberty Kaempf Law Firm PC 2021 SW Main Street 64 Portland OR 97205 454447760 26039 Religious Liberty Law Office of Nic Cocis 25026 Las Brisas Rd Murrieta CA 92562 203843470 5610 Sanctity of Life , Religious Liberty Martin Law & Mediation PLLC 2415 East Camelback Road Suite 700 Phoenix AZ 85016 860089731 7950 Religious Liberty Mauck & Baker LLC One N LaSalle Street Suite 600 Chicago IL 60602 364394768 54560 Sanctity of Life , Religious Liberty McKenry Dancigers Dawson PC 192 Ballard Court Suite 400 Virginia Beach VA 23462 541134418 16350 Religious Liberty Mitchell Law PLLC 111 Congress Ave Suite 400 Austin TX 78701 830752577 56599 Sanctity of Life , Religious Liberty National Center for Public Policy Research 20 F Street NW Suite 700 Washington DC 20001 521226614 501(c)(3) 22500 Religious Liberty Patrick Henry College 10 Patrick Henry Circle Purcellville VA 20132 541919810 501(c)(3) 13219 Religious Liberty Religious Freedom Institute 316 Pennsylvania Ave SE Suite 501 Washington DC 20003 810983298 501(c)(3) 38570 Religious Liberty Shreffler Law pllc 816 Dodd Road Ste A West St Paul MN 55118 270998825 12999 Religious Liberty Susan B Anthony List 2800 Shirlington Road Suite 1200 Arlington VA 22206 264788700 501(c)(3) 52533 Religious Liberty The Claremont Institute 1317 W Foothill Blvd Ste 120 Upland CA 91786 953443202 501(c)(3) 23490 Religious Liberty ADF Foundation 15100 N 90th Street Scottsdale AZ 85260 861158500 501(c)(3) 40000 Religious Liberty 9 11 Scholarships 181 1135000 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. The admission process for the Blackstone Legal Fellowship is quite rigorous. ADF staff hosts Blackstone informational events for law students at well over 100 law schools each year. Each prospective applicant must complete an application form, respond to four essay questions, and submit three letters of recommendation. ADF staff also engages in substantive conversations with each applicant and solicits input from Blackstone Fellows and faculty members who know each applicant. For those who are ultimately selected for the program, ADF covers many of the costs-including travel and lodging expenses-and awards each participant a scholarship to defray qualified educational expenses. Upon completing the summer program, Blackstone Fellows join an extensive network of lawyers who support one another professionally and work alongside ADF to protect our most cherished freedoms. X X 1 1 X X X X X X 1 0 0 0 0 0 0 1 0 Michael Farris President and CEO 451241 0 19500 0 5264 0 11400 0 16504 0 503909 0 0 0 Alan Sears Founder 0 0 0 0 485633 0 0 0 0 0 485633 0 0 0 Kristen Waggoner General Counsel 291470 0 10000 0 567 0 11400 0 23428 0 336865 0 0 0 Wayne Swindler EVP Finance & Administration 269117 0 15500 0 1903 0 11400 0 24428 0 322348 0 0 0 Tim Chandler Sr. Counsel, SVP of Alliance Adv 255494 0 3000 0 314 0 10592 0 23428 0 292828 0 0 0 Jeffery Ventrella Sr. Counsel, SVP of Training 222900 0 17500 0 1534 0 9998 0 24118 0 276050 0 0 0 Brett Harvey r. Counsel, VP of Allied Legal Affai 215638 0 17000 0 594 0 9569 0 23298 0 266099 0 0 0 Jeremy Tedesco Sr. Counsel, SVP of Corporate Engage 222387 0 4500 0 440 0 9259 0 21418 0 258004 0 0 0 David Cortman Sr. Counsel, VP of U.S. Litigation 215708 0 6700 0 1008 0 9270 0 24428 0 257114 0 0 0 Lance Bauslaugh SVP of Development 208402 0 5000 0 320 0 8842 0 23428 0 245992 0 0 0 John Bursch VP of Appellate Advocacy, Sr. Counse 215443 0 2000 0 357 0 8719 0 17368 0 243887 0 0 0 Tony Johnson SVP of Operations & Direct Response 194469 0 5000 0 233 0 11400 0 19842 0 230944 0 0 0 Glen Lavy Corporate Counsel 199788 0 500 0 2319 0 8113 0 16328 0 227048 0 0 0 Part I, Line 1a 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 the second of two installments (in the amount of $485,633) in accordance with the terms Mr. Sears' separation agreement. Part I, Line 7 Discretionary bonuses were awarded to employees as part of an organization-wide merit performance award program. Michael Farris Jr Legal Content M Family member of Michael Farris, President and CEO 67333 Compensation 0 Chandler Ventrella Facilities Assi Family member of Jeffrey Ventrella, SVP of Training 43548 Compensation 0 X 106 1880869 Sales price 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 Director of Accounting compare the Form 990 to the annual corporate audit and internal financial reports. 2) The CFO assigns the Director of Accounting 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 and Officers to sign a conflict of interest statement each year. As of FYE 6/30/21, the organization began the practice of having Key Employees sign them as well. 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, Director of HR, and the Sr. HR Generalist) 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. 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 loss as change in investment -6,752. Loss on foreign currency translation -124,292. Grant reimbursements 30,000. 15100 LLC 15100 N 90th Street Scottsdale AZ 85260 454047093 Own real property AZ 81308 10755705 Alliance Defending Freedom ADF International Austria gemeninnutzige GMBH Reisnerstrasse 40 Vienna AU 1030 Human rights legal work AU 426385 1487073 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 100865 1131299 1.00000 1 Alliance Defending Freedom Belgium ASBL Rue Guimark 15 1040 Etterbeek Brussels BE Human rights legal work BE Alliance Defending Freedom C 33 491846 1.00000 1 ADF International (UK) 16 Old Queen Street London UK Human rights legal work UK Alliance Defending Freedom C 368435 650212 1.00000 1 ADF International (France) 4 Pl Du Marche Aux Poissons Strasbourg FR Human rights legal work FR Alliance Defending Freedom C 3900 325886 1.00000 1 Alliance Defending Freedom Switzerland 28 Chemin Du Petit-Saconnex Geneve SZ Human rights legal work SZ Alliance Defending Freedom C 30793 265375 1.00000 1 Alliance Defending Freedom International Deustchland EV FZF Rechtsanwalte Ludolfusstr 2-4 Frankfurt GM 60487 Human rights legal work DE Alliance Defending Freedom C 40980 176051 1.00000 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 Alliance Defending Freedom Belgium ASBL B 892616 Funds transferred ADF International (UK) B 661192 Funds transferred ADF International (France) B 667432 Funds transferred Alliance Defending Freedom Switzerland B 356105 Funds transferred Alliance Defending Freedom International Deustchland eV B 137665 Funds transferred ADF Foundation C 503091 Funds transferred ADF Foundation L ADF Foundation N