2025-05-08T19:07:39+00:00 2024-06-30 332621854 CRI Capin Crouse Advisors LLC 345 Massachusetts Ave Suite 300 Indianapolis IN 46204 990 2023-07-01 541660459 Alliance Defending Freedom ALLI 4804440020 15100 North 90th Street Scottsdale AZ 85260 Rebecca Eggleston Executive Vice President 4804440020 2025-05-09 true true Ashley Peabody P01385870 5055022746 2025-05-09 2023 2025-03-06 01:10:19Z Kristen Waggoner 15100 North 90th Street Scottsdale AZ 85260 125427282 false X www.adflegal.org X 1993 VA Alliance Defending Freedom (ADF) exists to advance every person's God-given right to live and speak the truth, and to keep the door open for the Gospel. 5 5 455 1662 0 0 95442827 103101312 2996320 3199480 -275965 3092282 3658757 1320906 101821939 110713980 5776021 14107398 0 0 51512280 53952402 1014267 2187868 13305711 38800915 36146562 97103483 106394230 4718456 4319750 97603306 102769051 15102477 12606155 82500829 90162896 ADF EXISTS TO ADVANCE EVERY PERSON'S GOD-GIVEN RIGHT TO LIVE AND SPEAK THE TRUTH, AND TO KEEP THE DOOR OPEN FOR THE GOSPEL. ADF DOES THIS WORK PRIMARILY THROUGH LITIGATION, LEGISLATIVE POLICY, AND LEGAL TRAINING. AS THE HUB OF A BROAD ALLIANCE, ADF SEEKS TO ASSIST ALLIES IN THE LEGAL COMMUNITY, CORPORATIONS, NONPROFITS, STATE AND FEDERAL GOVERNMENT, AND INTERNATIONAL ORGANIZATIONS TO ADVANCE GENERATIONAL WINS IN LAW AND PUBLIC POLICY. false false 45122887 12864898 1222869 LEGAL ADVOCACY: ADF IS A CHRISTIAN LEGAL ORGANIZATION THAT CONTENDS FOR TRUTH IN LAW, POLICY, AND THE PUBLIC SQUARE BY ENGAGING IN LITIGATION AND ADVOCACY ADVANCING FREE SPEECH, RELIGIOUS FREEDOM, PARENTAL RIGHTS, AND THE SANCTITY OF LIFE AND MARRIAGE. SINCE 2011, ADF HAS WON 15 CASES AT THE UNITED STATES SUPREME COURT WHILE MAINTAINING AN 80 PERCENT WIN RATE OVERALL, DESPITE TAKING ON SOME OF THE MOST DIFFICULT CASES. IN THAT SAME TIMEFRAME, ADF HAS PLAYED AN IMPORTANT ROLE IN 77 SUPREME COURT VICTORIES, ALL THE WHILE SERVING CLIENTS AND ALLIES FREE OF CHARGE. TODAY, ADF IS A GLOBAL ORGANIZATION WITH 10 OFFICES WORLDWIDE, 107 STAFF ATTORNEY POSITIONS, AND ALMOST 5,000 NETWORK ATTORNEYS. ADF OFFERS EXPERTISE IN CONSTITUTIONAL LAW AND INTERNATIONAL HUMAN RIGHTS LAW AT THE HIGHEST LEVELS OF THE U.S. AND INTERNATIONAL LEGAL SYSTEMS. FEDERAL AND STATE LEGISLATORS HAVE SOUGHT ADF'S COUNSEL, INVITING ADF ATTORNEYS TO TESTIFY BEFORE CONGRESS AND STATE LEGISLATURES. ADF'S IMPACT IS ALSO BEING FELT IN CORPORATE AMERICA, AS ADF ATTORNEYS PROMOTE AN ETHIC OF FREE SPEECH, RELIGIOUS FREEDOM, AND HUMAN DIGNITY IN THE CORPORATE SPHERE. ADF ALSO PROVIDES GRANTS TO SUPPORT OUR NETWORK ATTORNEYS WORKING ON MATTERS ALIGNED WITH ADF'S STRATEGIC OBJECTIVES. 21826014 1242500 1919688 ALLIED SUPPORT AND TRAINING: ADF SEEKS TO CULTIVATE ALLIES ACROSS MULTIPLE PROFESSIONS WHO CONTEND FOR TRUTH IN LAW, POLICY, AND THE PUBLIC SQUARE. ADF PROVIDES TRAINING, EDUCATION, EVENTS, AMICUS CURAE OPPORTUNITIES, AND OTHER SUPPORTIVE INITIATIVES SO THAT ADF'S MISSION CAN BE MULTIPLIED THROUGH A COMMITTED COMMUNITY. THROUGH ADF'S TRAINING EVENTS AROUND THE WORLD, LAW STUDENTS, ATTORNEYS, LEGAL ADVOCATES, CLERGY, POLICY LEADERS, CIVIL SERVANTS, AND COMMUNICATIONS PROFESSIONALS PARTICIPATE IN WORLD-CLASS TRAINING, STRATEGY, AND NETWORKING. 15790791 1279792 EDUCATION: AS A LEGAL ADVOCACY ORGANIZATION, ADF SEEKS TO EDUCATE THE PUBLIC ABOUT THE IMPORTANCE OF PROTECTING THE FUNDAMENTAL FREEDOMS WITHIN ITS MISSION. THIS IS ACCOMPLISHED THROUGH A VARIETY OF CHANNELS, INCLUDING PUBLIC SPEAKING; DIGITAL, ELECTRONIC, AND PRINT RESOURCES; SOCIAL MEDIA; EVENTS; AND A COMPREHENSIVE WEBSITE. KEY EXAMPLES INCLUDE A PARENTAL RIGHTS TOOLKIT TO HELP PARENTS KNOW THEIR RIGHTS, A MONTHLY MAGAZINE ENTITLED FAITH & JUSTICE, AND AN ANNUAL INDEX RANKING CORPORATIONS ON THEIR PROTECTION OF DIVERSE VIEWPOINTS. THESE AND OTHER EDUCATIONAL INITIATIVES INCREASE AWARENESS ABOUT KEY CULTURAL AND LEGAL ISSUES OF THE DAY, WHILE SERVING TO IDENTIFY POTENTIAL ADF ALLIES. 82739692 true true false true false false false false true true false false true true false false true false true true true true true false false false true true true false false false false false false true false true false false false true true true true false false true X 302 0 true 455 true false true AU SZ BE UK FR GM false false false false false false false false false false X 5 5 false false false false false false false true false false false true true true true true true true true false CA CO DC FL GA HI AK MD MA MN MS NH NJ NM NY NC ND PA SC TN VA WA WV WI X X Cheryl Prince 4804440020 15100 North 90th Street Scottsdale AZ 85260 John Rogers Vice Chairman / Chairman as of June 2024 2.0 3.0 X X 3272 0 0 Mark Maddoux Secretary/Treasurer 4.0 3.0 X X 0 0 0 Terry Schlossberg Chairman ( Part Year) 7.0 3.0 X X 3977 0 0 Lisa Fullerton Director 2.0 3.0 X 1313 0 0 Michael Whitehead Director 2.0 3.0 X 2782 0 0 Scott Scharpen Director 2.0 3.0 X 2263 0 0 Kristen Waggoner CEO, President & General Counsel 60.0 3.0 X 593419 0 41931 Rebecca Eggleston Executive Vice President 50.0 2.0 X 334286 0 34219 James Campbell Chief Legal Counsel 50.0 X 305604 0 33621 Lance Bauslaugh SVP of Development 50.0 X 279649 0 39948 Paul Coleman Executive Director, ADF International 50.0 X 0 0 0 Ryan Bangert SVP Strategic Initiatives & Special Counsel to the President 50.0 1.0 X 266701 0 40037 Don Ziel SVP of Church and Ministry Alliance & Assistant General Counsel 50.0 X 256318 0 30513 Erin Hawley Sr. Counsel, VP of Center for Life & Regulatory Practice 50.0 X 272673 0 10890 John Bursch VP of Appellate Advocacy, Sr. Counsel 50.0 X 317982 0 35145 Tim Chandler Sr. Counsel, VP of CMA Engagement & Strategic Projects 50.0 X 294414 0 40632 Wayne Swindler Executive Director, ADF Foundation ( Part Year) 50.0 X 272174 0 39035 Glen Lavy Former Corporate Counsel 0.0 X 216443 0 9614 Jeffrey Ventrella Former Sr. Counsel, SVP of Training 0.0 X 233279 0 13766 Michael Farris Former President and CEO 0.0 X 864014 0 16533 4520563 0 385884 130 true true false Action Mailing Corp 3165 W Heartland Dr Liberty MO 64068 Direct Marketing Services 1755858 Patriot Fundraising LLC 4200 Parliament Place Lanham MD 20706 Consulting Services 1672890 MicroAge PO Box 93655 Las Vegas NV 89193 IT Infrastructure and Services 1015329 The Daily Wire LLC 1831 12th Avenue South Nashville TN 37203 Creating Video Content 960500 Messi Productions LLC 11 A St Derry NH 03038 Audio/Visual Services 948470 57 50246 3016024 100035042 2234699 103101312 Membership Fees 900099 3199480 3199480 0 0 0 0 3199480 1666008 1666008 561460 464894 96566 0 96566 96566 15674682 14248408 1426274 0 1426274 1426274 Court Awarded Fees 900099 966111 966111 Honorarium Income 900099 256758 256758 1471 0 0 1471 1224340 110713980 4422349 0 3190319 10354178 10354178 1253700 1253700 2499520 2499520 2365937 1696684 399345 269908 1284153 951642 226117 106394 39553355 31242680 4449620 3861055 1167963 929707 128642 109614 6026024 4530673 872261 623090 3554970 2726450 468020 360500 635498 573251 60731 1516 131730 15736 112936 3058 27452 27452 2187868 2187868 180636 180636 2305301 1675624 376409 253268 7794438 4409834 272458 3112146 2596694 1228442 276002 1092250 3994167 2973950 630850 389367 4030130 3348759 410304 271067 4977388 4476592 203747 297049 4178323 3930193 137763 110367 2571348 2051601 326130 193617 545518 293766 224588 27164 Resource Materials 1479642 1360122 93674 25846 Financial Services 482059 7659 472262 2138 Professional Dues 216238 181477 26332 8429 0 0 0 0 106394230 82739692 10348827 13305711 X 4672700 3558880 343766 770054 18546590 23845125 1128986 59219 2071562 1107267 0 0 0 0 2390297 2595868 59804428 25605556 33878394 34198872 12048497 23493994 -147225 -162940 0 27686205 17631646 97603306 102769051 8313773 7859534 1366419 1404062 0 0 5422285 3342559 15102477 12606155 X 73764264 86878456 8736565 3284440 82500829 90162896 97603306 102769051 X 4319750 703980 354301 2284036 X false true X true false X 62651682 76026674 96806543 95442827 103101312 434029038 0 0 62651682 76026674 96806543 95442827 103101312 434029038 0 434029038 562682 620755 1585849 1630901 2227468 6627655 0 928286 550218 2364355 3446805 1224340 8514004 449170697 11168276 0.9663 0.9634 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - HONORARIUM INCOME, COLUMN A - 73269.0, COLUMN B - 189251.0, COLUMN C - 319617.0, COLUMN D - 160407.0, COLUMN E - 256758.0, COLUMN F - 999302.0; DESCRIPTION - COURT AWARDED FEES, COLUMN A - 828014.0, COLUMN B - 335261.0, COLUMN C - 2040600.0, COLUMN D - 3277563.0, COLUMN E - 966111.0, COLUMN F - 7447549.0; DESCRIPTION - MISC. INCOME, COLUMN A - 27003.0, COLUMN B - 25706.0, COLUMN C - 4138.0, COLUMN D - 8835.0, COLUMN E - 1471.0, COLUMN F - 67153.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 27452 27452 104178913 104206365 1000000 0 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 20073 43056 6076 27452 96657 250000 250000 250000 250000 1000000 1500000 19193 42903 1344 0 63440 23757691 3262185 2821102 672442 29168536 20295829 1795070 2166287 499495 23757691 17920012 5976372 -3094778 505777 20295829 13350786 1380431 3691886 503091 17920012 11404363 2415503 -367334 101746 13350786 0.9327 0.0673 0.0 false true true 2000000 2000000 36467182 10708697 25758485 1781504 1020913 760591 17078171 13805536 3272635 2477571 70410 2407161 34198872 Due from related Orgs 1401809 Operating Lease Right of Use Asset 2904869 Security Deposits 229544 Investment held by the Foundation 13095424 17631646 Operating Lease Right of Use Liability 3342559 3342559 112852024 703980 1159920 454780 2318680 110533344 180636 0 180636 110713980 107442410 1159920 464894 1624814 105817596 180636 395998 576634 106394230 Schedule D, Part V, Line 4 Intended uses of endowment funds ADF Foundation, a related organization, maintains the endowment to financially support Alliance Defending Freedom in achieving its objectives. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Rental Expense - 464894 Gain on Foreign Currency Translation - -10114 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Rental Expenses - 464894 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Excluded ADFI Entity Activity - 330603 Grant Reimbursement - 65395 true Europe (Including Iceland and Greenland) 0 0 Grantmaking 2459900 South America 0 0 Grantmaking 6300 South Asia 0 0 Grantmaking 33320 Europe (Including Iceland and Greenland) 1 27 Program Services Human Rights Legal Work 2178257 South America 0 0 Program Services Human rights legal work 248 Middle East and North Africa 0 0 Program Services Human rights legal work 1395 1 27 0 0 1 27 4679420 0 4679420 Europe (Including Iceland and Greenland) Human Rights Legal Work 330604 Wire Transfer South Asia Human Rights Legal Work 33320 Wire Transfer Europe (Including Iceland and Greenland) Human Rights Legal Work 2129296 Wire Transfer 0 3 Scholarship South America 1 6300 Wire Transfer false false false false false false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds As part of the grant approval process for unaffiliated organizations, international grant funding is reviewed and approved by relevant ADF and ADFI leadership. 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. Grants to ADF affiliates are given according to ADF board-approved budgets with full reporting as to how the funds are used and the results that are achieved. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; SOUTH ASIA-Accrual Schedule F, Part III Method used to account for expenditures on org's financial statements SOUTH AMERICA -Accrual X X X X X true MDS Communications 545 West Juanita Ave Mesa AZ 85210 Telemarketing false 785019 340417 444602 American Target Advertising 9625 Surveyor Court Suite 400 Manassas VA 20110 Direct Mail Consulting false 448147 266810 181337 The Hibbard Group PO Box 516 Hainesport NJ 08036 Radio Marketing false 134678 209500 -74822 Patriot Fundraising LLC 4200 Parliament Place Lanham MD 20706 Connected TV and Television Marketing false 1401350 1371141 30209 2769194 2187868 581326 CA CO CT DE FL GA AL HI ID IL IN IA KS KY LA ME AK MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA AZ RI SC SD TN TX UT VT VA AR WA WV WI WY true American College of Pediatricians 1800 Howell Mill Rd Atlanta GA 30318 470886878 501(c)(3) 40000 Sanctity of Life American Freedom Law Center PO Box 131098 Ann Arbor MI 48113 452734488 501(c)(3) 15000 Religious Liberty Ashbrook Byrne Kresge LLC PO Box 8248 Cincinnati OH 45249 874098708 6244 Family Values Boyden Gray PLLC 801 17th Street Northwest Washington DC 20006 273980558 55000 Family Values Burke Law Group 1000 Main Street Houston TX 77002 921684677 24935 Religious Liberty Campbell Miller Payne PLLC 5955 Alpha Num 1491 Dallas TX 75240 922649967 10060 Religious Liberty Charitable Allies Inc 9100 Purdue Road Indianapolis IN 46268 351615544 10000 Sanctity of Life Child & Parental Rights Campaign 5425 Peachtree Parkway Norcross GA 30092 834560997 501(c)(3) 30000 Family Values Dalton & Tomich PLC 719 Griswold St Detroit MI 48226 273296840 56498 Religious Liberty DeForest Koscelnik & Berardinelli 436 7th Avenue 30th Floor Pittsburgh PA 15219 251732560 50000 Sanctity of Life Demetrios K Stratis LLC 10-04 River Road Fair Lawn NJ 07410 223630626 13798 Sanctity of Life Ethics and Public Policy Center 1730 M Street NW Washington DC 20036 521162185 501(c)(3) 15200 Sanctity of Life Holtzman Vogel Baran Torchinsky & Josefiak PLLC 15405 John Marshall Highway Haymarket VA 20169 010818904 10000 Family Values Hostetter Law Group LLP 203 E Main Street Enterprise OR 97828 463443531 8000 Religious Liberty Indiana Family Institute 136 South 9th Street Noblesville IN 46060 351790240 501(c)(3) 36060 Family Values Institute for Patients Rights 1562 First Avenue New York NY 10028 475355531 501(c)(3) 60000 Sanctity of Life J Michael Considine Jr PC 1845 Walnut Street Philadelphia PA 15219 300802542 6000 Sanctity of Life and Religious Liberty John Paul II Shrine and Institute Inc 3900 Harewood Rd NE Washington DC 20017 521547103 501(c)(3) 13366 Religious Liberty Kellum Law Firm 699 Oakleaf Office Lane Memphis TN 38117 621873978 45072 Family Values Kristina S Heuser PC Post Office Box 672 Locust Valley NY 11560 273863617 9280 Religious Liberty Law Offices of Jonathan R Whitehead LLC 229 SE Douglas Street Lees Summit MO 64063 263065769 15000 Family Values Liberty Counsel Inc PO Box 540774 Orlando FL 32854 592986294 501(c)(3) 150000 Religious Liberty Life on Belay Inc 2977 Highway K OFallon MO 63368 851650345 501(c)(3) 40000 Religious Liberty Mauck & Baker LLC 1 North LaSalle Street Chicago IL 60602 364394768 25130 Religious Liberty McKenry Dancigers Dawson PC 192 Ballard Court Virginia Beach VA 23462 541134418 5310 Religious Liberty Miller Johnson 45 Ottawa Ave SW Grand Rapids MI 49503 381603110 7677 Religious Liberty Nelson Madden Black LLP 475 Park Avenue South New York NY 10016 812854576 10610 Religious Liberty Orndorff Mowen PLLC 135 Corporate Centre Drive Scott Depot WV 25560 851869811 18304 Religious Liberty Religious Freedom Institute 316 Pennsylvania Ave SE Washington DC 20003 810983298 501(c)(3) 9950 Family Values Reprotection Inc 3300 Northwestern Pkwy 2 Louisville KY 40212 844145996 501(c)(3) 9234 Family Values Spero Law LLC 557 East Bay Street Charleston SC 29413 862267664 15990 Family Values and Sanctity of Life Wadleigh Starr & Peters PLLC 95 Market Street Manchester NH 03101 020504984 14324 Family Values ADF Action 15100 N 90th Street Scottsdale AZ 85260 881483509 501(c)(4) 822186 Operations Support ADF International 15100 N 90th Street Scottsdale AZ 85260 932111530 501(c)(3) 8611085 Operations Support American Association of Prolife Obstetricians and Gynecologists 1025 W Rudisill Blvd Box 28 Fort Wayne IN 46807 237347367 501(c)(3) 45646 Sanctity of Life 13 22 Scholarships 207 1236200 Grants 2 17500 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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 five 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 and awards each participant a scholarship or grant to defray qualified educational expenses. Upon completing the summer program, Blackstone Fellows join an extensive network of lawyers who support one another professionally. X X true true X X X X X true false false false false false false true false Michael Farris Former President and CEO 164012 0 0 0 700002 0 423 0 16110 0 880547 0 0 0 Kristen Waggoner CEO, President & General Counsel 532609 0 60000 0 810 0 13200 0 28731 0 635350 0 0 0 Rebecca Eggleston Executive Vice President 333469 0 307 0 510 0 13200 0 21019 0 368505 0 0 0 Jeffrey Ventrella Former Sr. Counsel, SVP of Training 232833 0 0 0 446 0 4554 0 9212 0 247045 0 0 0 Glen Lavy Former Corporate Counsel 183785 0 32342 0 316 0 4428 0 5186 0 226057 0 0 0 James Campbell Chief Legal Counsel 290098 0 15307 0 199 0 11355 0 22266 0 339225 0 0 0 Lance Bauslaugh SVP of Development 278939 0 307 0 403 0 11417 0 28531 0 319597 0 0 0 Ryan Bangert SVP Strategic Initiatives & Special Counsel to the President 265932 0 307 0 462 0 10900 0 29137 0 306738 0 0 0 John Bursch VP of Appellate Advocacy, Sr. Counsel 309427 0 7807 0 748 0 12673 0 22472 0 353127 0 0 0 Tim Chandler Sr. Counsel, VP of CMA Engagement & Strategic Projects 293747 0 307 0 360 0 12001 0 28631 0 335046 0 0 0 Erin Hawley Sr. Counsel, VP of Center for Life & Regulatory Practice 262052 0 10307 0 314 0 10890 0 0 0 283563 0 0 0 Wayne Swindler Executive Director, ADF Foundation ( Part Year) 269610 0 307 0 2257 0 11041 0 27994 0 311209 0 0 0 Don Ziel SVP of Church and Ministry Alliance & Assistant General Counsel 242096 0 13807 0 415 0 2843 0 27670 0 286831 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel Upgraded travel, including first-class or business-class, may be provided to employees for air travel of extended length, frequent travel, and/or when the availability of reservations is limited to an upgraded class (which is rare and infrequent). Typically, such travel is at no additional expense due to airline frequent flyer programs which allow upgraded travel at no cost. 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. Schedule J, Part I, Line 1a Travel for companions 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. Additionally, travel for companions may be provided in accordance with the team member handbook for non-bona fide business purposes. In these cases, this is treated as taxable income. Schedule J, Part I, Line 4a Severance or change-of-control payment Michael Farris received a change of control payment in the amount of $700,000 in calendar year 2023. Schedule J, Part I, Line 7 Non-fixed payments Discretionary bonuses were awarded to employees based on merit and performance. Michael Farris Jr Legal Content Manager Family member of the Former President, Michael Farris 76020 Employment Compensation false Jayme Metzger Copywriter & Editor Family member of the Former President, Michael Farris 38945 Employment Compensation false Brian Eggleston VP of Security Services and Events Family member of Executive Vice President, Rebecca Eggleston 172136 Employment Compensation false X 125 2234699 Selling cost 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - The number of contributions represent the number of contributions received, not the number of items donated. Form 990, Part VI, Line 15 The Finance and Audit Committee of the ADF Board of Directors annually reviews and approves the compensation for "disqualified persons" (generally defined as any person in a position to exercise substantial influence over the affairs of a nonprofit organization anytime during the five-year period preceding the date of the compensation transaction - this would include top management officials and key employees of ADF and Affiliates). Every year management prepares the IRS procedure known as the Rebuttable Presumption of Reasonableness. This procedure shifts the burden of proof regarding unreasonable compensation to the IRS for purposes of intermediate sanctions excise-tax penalties when: (1) the board or authorized committee, free of any conflict with the executive in question, determines the compensation arrangement prior to effectuating the arrangement, (2) the board or committee uses appropriate compensation comparability data in arriving at its decision and (3) the board or committee properly documents its decision in a timely manner. The review by the Board's Finance and Audit Committee occurs annually before the May Board of Directors meeting, and the Board votes at the May meeting to accept and approve the recommendation of the Committee. This action is recorded in the minutes for the May meeting. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body 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, Line 11b Review of form 990 by governing body 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 VP of Finance and accounting team members compare the Form 990 to the annual corporate audit and internal financial reports. 2) The VP of Finance assigns accounting team members to review content, check math totals, and check spelling. 3) A final review of content is completed by the Assistant General Counsel and the Executive Vice President. 4) Following the above, the Form 990 is distributed to: a. President and 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 VP of Finance to 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 Executive Vice President 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, Line 12c Conflict of interest policy The conflict of interest policy covers any Director, Principal Officer, Key Employee, 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, Line 15a Process to establish compensation of top management official 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 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 Compensation Committee (comprised of the VP of Finance, Director of Compensation & Benefits, and HR Manager) reviews benchmark data provided by CompAnalyst, ERI, and other compensation resources to determine the appropriate compensation for all positions in accordance with the ADF compensation philosophy. Discussions, decisions, and approvals are recorded in writing, typically by e-mail. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE PROCESS FOR ESTABLISHING COMPENSATION FOR OFFICERS IS THE SAME AS IT IS FOR LINE 15A. Form 990, Part VI, Line 19 Required documents available to the public The organization's audited financial statements and Form 990 are available on its website. Articles of Incorporation and conflict of interest policy are available to the public upon request. Form 990, Part VII, Section A Compensation paid by related organization Although Paul Coleman, a key employee, received reportable compensation from a related organization in Europe, his compensation was reported as $0 in Column (E) of Part VII, Section A. ADF obtained a legal opinion concluding that reporting Mr. Coleman's compensation would violate the European Union's General Data Protection Regulation, subjecting ADF to significant penalties. Accordingly, ADF has concluded it has reasonable cause for omitting Mr. Coleman's compensation. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Other Revenue - Total Revenue: 1471, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 1471; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Gain on foreign currency translation - -10114; 15100 Solar net loss as change in investment - -15715; Grant reimbursement - 65395; Intercompany Transfer - 2244470; 15100 LLC 15100 N 90th Street Scottsdale AZ 85260 454047093 Own real property AZ 82133 9645371 Alliance Defending Freedom ADF International Austria gemeinnuetzige GmbH Reisnerstrasse 40 Vienna AU 1030 Human rights legal work AU 258335 2209293 Alliance Defending Freedom ADF Foundation 15100 N 90th Street Scottsdale AZ 85260 861158500 Public benefit corporation AZ 501(c)(3) 7 Alliance Defending Freedom true ADF Action 15100 N 90th Street Scottsdale AZ 85260 881483509 Advocacy VA 501(c)(4) Alliance Defending Freedom true Alliance Defending Freedom International 44180 Riverside Pkwy Lansdowne VA 20176 932111530 Public benefit corporation VA 501(c)(3) 7 Alliance Defending Freedom true 15100 Solar LLC 15100 N 90th Street Scottsdale AZ 85260 300710109 Own and operate solar energy project AZ NA C Corporation false ADF International Belgium 15 Rue Guimard Brussels BE 1040 Human rights legal work BE NA C Corporation false ADF International UK Human rights legal work UK NA C Corporation false ADF International France 25 Ave de lEurope Schiltigheim FR 67300 Human rights legal work FR NA C Corporation false ADF International Switzerland Nations Business Centre Rue du Pr de la Bichette 1 Geneva SZ 1202 Human rights legal work SZ NA C Corporation false ADF International Deutschland eV c/o FZF Rechtsanwalte Ludolfusstra Frankfurt AM Main GM 60487 Human rights legal work GM NA C Corporation false false true true false false false false false false false false true true true true false false false false Alliance Defending Freedom Belgium ASBL B 330604 Funds transferred ADF Action C 77869 Funds transferred ADF Action B 822186 Funds transferred ADF Foundation C 817608 Funds transferred ADF International B 8644405 Funds transferred ADF International C 2094302 Funds transferred