2018-05-15T16:32:23-05:00 2017-06-30 410746749 CLIFTONLARSONALLEN LLP 20 E THOMAS RD STE 2300 PHOENIX AZ 85012 990 2016-07-01 541660459 ALLIANCE DEFENDING FREEDOM ALLI 4804440020 15100 N 90TH ST SCOTTSDALE AZ 85260 WAYNE SWINDLER EXEC VP OF FINANCE & ADMIN 4804440020 2018-05-15 1 JACQUELINE ECKMAN P01300648 6022662248 2016 2022-09-23 18:48:47Z MICHAEL P FARRIS 15100 N 90TH ST SCOTTSDALE AZ 85260 55669426 0 X WWW.ALLIANCEDEFENDINGFREEDOM.ORG X 1993 VA ADF IS COMMITTED TO TRANSFORMING LAW AND CULTURE SO TRUE FREEDOM CAN FLOURISH. 12 12 293 689 0 0 50007910 50199237 0 0 52122 91634 1477659 883081 51537691 51173952 7623451 3350128 0 0 23651174 23917255 2461012 2798578 8389104 23910768 20238686 57646405 50304647 -6108714 869305 32795628 34851845 4638805 5255737 28156823 29596108 X TO KEEP THE DOORS OPEN FOR THE GOSPEL BY ADVOCATING FOR RELIGIOUS FREEDOM, SANCTITY OF LIFE, AND MARRIAGE AND THE FAMILY. 0 0 15151719 0 0 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 LIFE, AND MARRIAGE AND FAMILY. ADF OFFERS EXCEPTIONAL LEGAL ADVOCACY AND EXPERTISE THROUGH OUR 62 ATTORNEYS BASED OUT OF ADF HEADQUARTERS IN ARIZONA, AS WELL AS OFFICES IN GEORGIA, WASHINGTON D.C., AND AROUND THE WORLD. TOGETHER WITH A NETWORK OF 3,200-STRONG ALLIED ATTORNEYS, ADF HAS A NEARLY 80% SUCCESS RATE IN OUR CASES, AND HAS ACHIEVED SEVEN DIRECT LEGAL ADVOCACY VICTORIES AT THE U.S. SUPREME COURT.ADF WORKS WITH OVER 1000 ALLIED ORGANIZATIONS TO CREATE EFFECTIVE STRATEGIES FOR ESTABLISHING CRITICAL LEGAL PRECEDENTS TO PRESERVE RELIGIOUS LIBERTY IN STATE COURTS, FEDERAL COURTS, AND THE SUPREME COURT, AS WELL AS INTERNATIONAL COURTS AND GOVERNING BODIES INCLUDING 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. 11407438 0 0 PUBLIC EDUCATION: ADF PROVIDES INFORMATION TO THE PUBLIC REGARDING THE IMPORTANCE OF GOVERNMENT RECOGNITION OF FREEDOM OF RELIGION, 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 THE USE OF PRINTED MATERIALS, MAILINGS, EMAIL ALERTS, WEBSITES, BLOGS, OP-EDS, SOCIAL MEDIA, WEBINARS, MEDIA AND PERSONAL APPEARANCES, AND EVENTS. THE INTENT OF ADF PUBLIC EDUCATION IS TO INFORM AND RAISE AWARENESS OF THE FOLLOWING: THE INTENT OF THE FOUNDERS OF THE CONSTITUTION OF THE UNITED STATES AND THE BILL OF RIGHTS TO REFLECT NATURAL LAW; ENTITIES THAT SEEK TO DISTORT OR REPURPOSE THE CONSTITUTION'S ORIGINAL MEANING; U.S. 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 ITS ACTIVITIES IN PRAYER AND PROVIDES INFORMATION AND DETAILS TO ASSIST THEM IN INTENTIONAL AND PURPOSEFUL PRAYER. 7585466 1221839 0 ALLIED SUPPORT AND TRAINING: AS AN ALLIANCE-BUILDING LEGAL ORGANIZATION THAT ADVOCATES FOR THE RIGHT OF PEOPLE TO FREELY LIVE OUT THEIR FAITH, ALLIANCE DEFENDING FREEDOM (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, FOR LAW STUDENTS, AND FOR COLLEGE STUDENTS INTERESTED IN PURSUING A CAREER IN LAW, PUBLIC POLICY, GOVERNMENT, BUSINESS, AND OTHER CULTURE-SHAPING FIELDS.THROUGH THE ADF SUMMIT ON RELIGIOUS LIBERTY, PRACTICING ATTORNEYS, LEGAL ADVOCATES, BUSINESS LEADERS, ENTREPRENEURS, CLERGY, POLICY LEADERS, AND MEDIA LEADERS ARE INVITED TO PARTICIPATE IN WORLD-CLASS TRAINING, STRATEGY, AND NETWORKING SESSIONS AROUND THE WORLD. MORE THAN 2,042 U.S. AND INTERNATIONAL ATTORNEYS HAVE COMPLETED THE ADF RELIGIOUS LIBERTY SUMMIT TRAINING, AND 3,214 ADF ALLIED ATTORNEYS HAVE VOLUNTEERED PRO BONO LEGAL ADVOCACY SERVICES TO LOCAL AND INTERNATIONAL COMMUNITIES VALUED AT OVER $206 MILLION. THIS AMOUNT IS FAR IN EXCESS OF THE COST OF THE PROGRAM. 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 PROVIDES TRAINING TO TOP CHRISTIAN LAW STUDENTS FROM AROUND THE WORLD ON NATURAL LAW, CONSTITUTIONAL JURISPRUDENCE, AND THE HISTORY OF RELIGIOUS LIBERTY SUBJECTS THAT CURRENTLY SUFFER MUCH NEGLECT IN PROMINENT LAW PROGRAMS ACROSS THE UNITED STATES AND INTERNATIONALLY. THE BLACKSTONE LEGAL FELLOWSHIP EQUIPS THESE STUDENTS TO ADHERE TO THE PRACTICE OF THEIR FAITH IN THE LEGAL PROFESSION, AN ARENA OFTEN HOSTILE TO CHRISTIANITY. THE PROGRAM CONSISTS OF COURSES TAUGHT BY PROMINENT LECTURERS, INTERNSHIPS AROUND THE WORLD WITH SOME OF ADF'S MOST INFLUENTIAL ALLIED PARTNERS, AND PROFESSIONAL CAREER PLACEMENT SERVICES. TO DATE, 1962 STUDENTS HAVE GRADUATED FROM THE BLACKSTONE LEGAL FELLOWSHIP, REPRESENTING 227 LAW SCHOOLS. ADF OFFERS A SIMILAR TRAINING THROUGH THE ARETE ACADEMY TO COLLEGE AND UNIVERSITY STUDENTS WHO SEEK TO LIVE OUT THEIR FAITH IN THE FIELDS OF LAW, GOVERNMENT, PUBLIC POLICY, AND BUSINESS. TO DATE, 743 STUDENTS FROM TOP COLLEGES AND UNIVERSITIES WORLDWIDE HAVE PARTICIPATED IN ARETE ACADEMY, MANY OF WHOM GO ON TO ATTEND THE BLACKSTONE LEGAL FELLOWSHIP DURING LAW SCHOOL. THE ACADEMY EQUIPS STUDENTS WITH THE CHARACTER, COMPETENCE, AND CREDENTIALS TO EXCEL IN THEIR CHOSEN FIELD.. 3231979 2128289 0 GRANTS AND FUNDING: ADF PROVIDES GRANT FUNDING FOR LEGAL CASES AND PROGRAMS THAT KEEP THE DOOR OPEN FOR THE GOSPEL BY ADVOCATING FOR RELIGIOUS LIBERTY, THE SANCTITY OF LIFE, AND MARRIAGE AND FAMILY. THIS GRANT FUNDING COVERS EXPENSES FOR LITIGATION, INCLUDING TRAINING FOR EXPERT WITNESSES AND ACQUIRING STRONG AMICUS BRIEF SUPPORT FOR OUR CASES TO ENSURE THE BEST POSSIBILITY OF SUCCESS. GRANT REQUESTS ARE REVIEWED AND RECOMMENDED BY AN INDEPENDENT GRANTS AND REVIEW COMMITTEE, WHICH IS COMPRISED OF EXPERT VOLUNTEER ATTORNEYS. UNDER THE GOVERNING BOARD OF DIRECTOR'S POLICY, NO GRANT IS AWARDED UNTIL IT IS FULLY FUNDED AND SET ASIDE IN SELF-DESIGNATED ACCOUNTS. GRANTS ARE DISBURSED UPON PERFORMANCE AND IN ACCORDANCE WITH THE TERMS OF THE GRANT AGREEMENTS. AS OF THIS WRITING, ADF HAS ISSUED MORE THAN 3,100 GRANTS TOTALING OVER $46 MILLION. 3231979 2128289 0 37376602 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 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 242 0 293 1 0 1 AU CJ BE SZ FR UK 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 AR CA CT FL GA HI IL KS KY MA MD MI MN MS NC NH NJ NY OK OR PA RI SC TN UT VA WI WV NM X X WAYNE SWINDLER 4804440020 15100 N 90TH STREET SCOTTSDALE AZ 85260 TERRY SCHLOSSBERG BOARD CHAIRMAN 8.00 0.00 X X 0 0 0 TOM MINNERY BOARD VICE CHAIRMAN 2.00 0.00 X X 0 0 0 RICHARD KORPAN BOARD TREASURER 5.00 1.00 X X 0 0 0 MARK MADDOUX BOARD SECRETARY 5.00 0.00 X X 0 0 0 ALFONSO AGUILAR BOARD MEMBER 2.00 0.00 X 0 0 0 MARJORIE DANNENFELSER BOARD MEMBER 2.00 0.00 X 0 0 0 DONNA ECTON BOARD MEMBER 2.00 0.00 X 0 0 0 ALLEN M GINSBORG BOARD MEMBER 2.00 0.00 X 0 0 0 SETH MORGAN BOARD MEMBER 2.00 0.00 X 0 0 0 CHARLES W PICKERING SR BOARD MEMBER 2.00 0.00 X 0 0 0 JOHN ROGERS BOARD MEMBER 2.00 0.00 X 0 0 0 RUTH ROSS BOARD MEMBER 2.00 0.00 X 0 0 0 MICHAEL FARRIS PRESIDENT, CEO, GENERAL COUNSEL 60.00 1.00 X 11538 0 0 ALAN SEARS PRESIDENT, CEO, GEN. COUNSEL/FOUNDER 60.00 1.00 X 405080 0 33499 WAYNE SWINDLER EVP FINANCE & ADMINISTRATION 55.00 0.00 X 227177 0 31176 TONY JOHNSON CHIEF OPERATING OFFICER 50.00 0.00 X 132050 0 24825 BENJAMIN BULL CHIEF COUNSEL, EXEC. DIR. OF ADF INT. 50.00 0.00 X 285492 0 33499 MARK CROZET SVP DEVELOPMENT 55.00 0.00 X 227712 0 26016 JEFFERY VENTRELLA SR COUNSEL, SVP OF TRAINING 50.00 0.00 X 200886 0 29491 KRISTEN WAGGONER SR COUNSEL, SVP U.S. LEGAL DIVISION 50.00 0.00 X 199720 0 28892 AMY SHEPERD SVP OF MARKETING & COMMUNICATION 50.00 0.00 X 187475 0 25494 TIM CHANDLER SR CNSL SVP OF ALLIANCE ADVANCEMENT 50.00 0.00 X 184291 0 27946 DOUG NAPIER SVP OF ALLIANCE RELATIONS 55.00 0.00 X 205717 0 30406 GLEN LAVY CORPORATE COUNSEL 50.00 0.00 X 173947 0 30175 DAVID CORTMAN SR COUNSEL, VP U.S. LITIGATION 50.00 0.00 X 193496 0 29857 DONALD FOSTER CHIEF INFORMATION OFFICER 50.00 0.00 X 186306 0 24620 KEVIN THERIOT SR COUNSEL, VP CENTER FOR LIFE 50.00 0.00 X 181697 0 25467 JORDAN LORENCE SR COUNSEL 50.00 0.00 X 177496 0 30230 GARY MCCALEB SR COUNSEL, VP CENTER FOR FAMILY VALUES 50.00 0.00 X 189686 0 24842 3369766 0 456435 57 0 1 0 MASTERWORKS 19462 POWDER HILL PLACE NE POULSBO WA 98370 CONSULTING/MARKETING 1928480 ALANIZ METRO GROUP 1805 E WASHINGTON STREET MT PLEASANT IA 52641 LASERING/MAILING 1545414 NAHAN PRINTING INC 7000 SAUKVIEW DRIVE ST CLOUD MN 56303 PRINTING/DIRECT MAIL 166849 CARTERBALDWINEXECUTIVESEARCH 200 MANSELL COURT EAST SUITE 450 ROSWELL GA 30076 CONSULTING/MANAGEMENT 156391 GEORGE WISLAR 1915 N CREEK DRIVE AUSTELL GA 30106 CONSULTING/MANAGEMENT 150000 10 40000 50159237 1365498 50199237 17697 17697 6921 0 6921 6921 6921 4569411 4495474 73937 73937 73937 COURT AWARDED FEES 900099 434166 434166 MISCELLANEOUS 900099 285155 285155 HONORARIA 900099 156839 156839 876160 51173952 0 0 974715 1221839 1221839 958537 958537 1169752 1169752 3038572 1769741 701436 567395 143608 71455 72153 16569024 13741505 1286060 1541459 443129 374451 35914 32764 2082511 1627678 230712 224121 1640411 1353796 138622 147993 844245 481835 103768 258642 230885 209356 20161 1368 49848 -309 50261 -104 2798578 2798578 74654 9351 64893 410 672779 595442 10132 67205 7826197 5736873 597257 1492067 1344385 1084240 105179 154966 952874 642533 204099 106242 2060232 1471249 315761 273222 3128460 2688535 93179 346746 2335117 1744644 272289 318184 177264 132692 19026 25546 FINANCIAL SERVICES 196687 8454 186878 1355 RESOURCE MATERIALS 195204 177118 12876 5210 PROFESSIONAL DUES 111289 84206 16423 10660 38566 21629 1862 15075 50304647 37376602 4538941 8389104 X 7082438 5195612 468940 1417886 1596947 3554860 8977108 9650174 233047 279501 23240 25700 1165151 1996348 29643984 13939922 16587990 15704062 2135954 2127 1771983 -140209 304208 3779282 32795628 34851845 3865412 4111558 773393 1144179 4638805 5255737 X 25909128 27418939 2247695 2177169 28156823 29596108 32795628 34851845 X 869305 -51478 697603 -76145 X 0 1 X 1 0 X 38913749 41527309 46258198 50007910 50199237 226906403 38913749 41527309 46258198 50007910 50199237 226906403 226906403 385237 312971 343061 238782 24618 1304669 890634 1059666 1708631 1290999 876160 5826090 234037162 0.96950 0.96260 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2012 AMOUNT: $ 439,610. 2013 AMOUNT: $ 3,860. 2014 AMOUNT: $ 212,132. 2015 AMOUNT: $ 65,806. 2016 AMOUNT: $ 285,155. COURT AWARDED FEES - 2012 AMOUNT: $ 451,024. 2013 AMOUNT: $ 574,537. 2014 AMOUNT: $ 1,194,381. 2015 AMOUNT: $ 979,457. 2016 AMOUNT: $ 434,166. HONORIA - 2013 AMOUNT: $ 481,269. 2014 AMOUNT: $ 302,118. 2015 AMOUNT: $ 245,736. 2016 AMOUNT: $ 156,839. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6327294 731623 510977 40000 1228055 6301839 4869735 1636049 175336 353826 6327294 4285545 770652 57995 180484 63973 4869735 2789582 1530503 88296 90000 2015 30821 4285545 1441460 1404708 5414 62000 2789582 0.87260 0.02000 0.10740 0 1 1 2000000 2000000 15313911 5754887 9559024 1224055 287833 936222 11106018 7897202 3208816 15704062 SECURITY DEPOSITS 300989 DUE TO/DUE FROM 3478293 3779282 DEFERRED RENT PAYABLE 1144179 1144179 X 56439303 -51478 4948641 767631 5664794 50774509 399443 399443 51173952 56266817 4948641 1412972 6361613 49905204 399443 399443 50304647 PART V, LINE 4: ADF FOUNDATION, A RELATED ORGANIZATION MAINTAINS THE ENDOWMENT TO SUPPORT ALLIANCE DEFENDING FREEDOM. PART X, LINE 2: THE COMPANY IS CLASSIFIED AS A PUBLIC CHARITY AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 43 OF THE ARIZONA REVISED STATUTES. CONTRIBUTIONS TO THE COMPANY ARE TAX DEDUCTIBLE WITHIN THE LIMITATIONS DESCRIBED BY THE CODE. THE COMPANY FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE COMPANY RECOGNIZED NO LIABILITY FOR UNCERTAIN TAX POSITIONS. AS OF JUNE 30, 2017, THE COMPANY'S 2014 THROUGH 2016 FISCAL YEAR TAX RETURNS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FOREIGN CURRENCY TRANSLATION LOSS -44,115. REVENUE REPORTED ON SEPARATE RETURNS 811,746. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY ELIMINATIONS 399,443. PART XII, LINE 2D - OTHER ADJUSTMENTS: 15100 SOLAR EXPENSES 144,917. ADF FOUNDATION EXPENSES 1,268,055. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY ELIMINATIONS 399,443. 1 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 63355 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 36180 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 120612 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 249086 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 86754 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 27918 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION HUMAN RIGHTS LEGAL WORK 140900 EUROPE 0 0 PROGRAM SERVICES HUMAN RIGHTS LEGAL WORK 1036681 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION HUMAN RIGHTS LEGAL WORK 106929 EUROPE 0 0 PROGRAM SERVICES HUMAN RIGHTS LEGAL WORK 461062 EUROPE 0 0 PROGRAM SERVICES HUMAN RIGHTS LEGAL WORK 427096 EUROPE 0 0 PROGRAM SERVICES HUMAN RIGHTS LEGAL WORK 473425 EUROPE 0 0 PROGRAM SERVICES HUMAN RIGHTS LEGAL WORK 110756 0 0 0 0 0 0 1761486 1579268 3340754 AFRICA HUMAN RIGHTS LEGAL WORK 63355 WIRE TRANSFERS 0 N/A N/A AUSTRALIA HUMAN RIGHTS LEGAL WORK 36180 WIRE TRANSFERS 0 N/A N/A EUROPE HUMAN RIGHTS LEGAL WORK 112612 WIRE TRANSFERS 0 N/A N/A NORTH AMERICA HUMAN RIGHTS LEGAL WORK 240412 WIRE TRANSFERS 0 N/A N/A SOUTH AMERICA HUMAN RIGHTS LEGAL WORK 86754 WIRE TRANSFERS 0 N/A N/A SOUTH ASIA HUMAN RIGHTS LEGAL WORK 20000 WIRE TRANSFERS 0 N/A N/A NORTH AMERICA HUMAN RIGHTS LEGAL WORK 106929 WIRE TRANSFERS 0 N/A N/A SOUTH ASIA HUMAN RIGHTS LEGAL WORK 140900 WIRE TRANSFERS 0 N/A N/A EUROPE HUMAN RIGHTS LEGAL WORK 170880 WIRE TRANSFERS 0 N/A N/A EUROPE HUMAN RIGHTS LEGAL WORK 104140 WIRE TRANSFERS 0 N/A N/A 0 24 CASH SCHOLARSHIP FOR LAW SCHOOL EUROPE 3 18900 WIRE TRANSFER 0 N/A N/A CASH SCHOLARSHIP FOR LAW SCHOOL NORTH AMERICA 3 18900 WIRE TRANSFER 0 N/A N/A CASH SCHOLARSHIP FOR LAW SCHOOL SOUTH AMERICA 4 25200 WIRE TRANSFER 0 N/A N/A 0 0 1 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 INVESTED IN FURTHERANCE OF THE GOALS SUPPORTED BY THE GRANT, AND A REPORT AS TO THE ACTIVITIES PERFORMED AND GOALS ACHIEVED. PART I, LINE 3: ACCRUAL METHOD X X X X X 1 MASTERWORKS INC 19265 POWDER HILL PLACE NE POULSBO WA 98370 CONSULTING ON DIRECT MAIL PROGRAM 0 11709552 2224136 9485416 NEXTAFTER 6175 MAIN STREET SUITE 385 FRISCO TX 75034 FUNDRAISING CONSULTATION 0 380355 193507 186848 MDS 545 WEST JUANITA AVE MESA AZ 85210 TELEMARKETING 0 148621 101597 47024 DUNHAM COMPANY 6111 WEST PLANO PARKWAY SUITE 2700 PLANO TX 75093 FUNDRAISING CONSULTATION 0 108413 227128 0 INFOCISION PO BOX 932441 CLEVELAND OH 44193 TELEMARKETING 0 39022 52210 0 12385963 2798578 9719288 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 AMERICAN LIBERTIES INSTITUTE PO BOX 547503 ORLANDO FL 32854 593309465 501(C)(3) 324213 0 N/A N/A GENERAL OPERATING FIDELIS CENTER FOR LAW AND POLICY PO BOX 2709 CHICAGO IL 60690 202787890 501(C)(3) 200000 0 N/A N/A GENERAL OPERATING CENTER FOR RELIGIOUS EXPRESSION 699 OAKLEAF OFFICE LANE SUITE 107 MEMPHIS TN 38117 621873978 501(C)(3) 107540 0 N/A N/A PUBLIC SQUARE MAUCK & BAKER LLC ONE N LASALLE STREET SUITE 600 CHICAGO IL 60602 364394768 N/A 98100 0 N/A N/A FAMILY VALUES WADLEIGH STARR & PETERS PLLC 95 MARKET STREET MANCHESTER NH 03101 020504984 N/A 92110 0 N/A N/A CENTER FOR LIFE, PUBLIC SQUARE FREEDOM OF CONSCIENCE DEFENSE FUND PO BOX 9520 RANCHO SANTA FE CA 92067 300741605 501(C)(3) 87342 0 N/A N/A RELIGIOUS LIBERTY, SANCTITY OF LIFE THE JAMES OTIS LAW GROUP 12977 NORTH FORTY DRIVE SUITE 214 ST LOUIS MO 63141 800211060 N/A 80000 0 N/A N/A SANCTITY OF LIFE NATHAN W KELLUM 699 OAKLEAF OFFICE LANE SUITE 107 MEMPHIS TN 38117 428219756 N/A 62000 0 N/A N/A PUBLIC SQUARE ROADS OF SUCCESS 2896 HACIENDA DRIVE DUARTE CA 91010 260809074 501(C)(3) 43601 0 N/A N/A INTERNATIONAL ADVOCACY THE WITHERSPOON INSTITUTE 16 STOCKTON STREET PRINCETON NJ 08540 550835528 501(C)(3) 30000 0 N/A N/A FAMILY VALUES BRENA BELL & CLARKSON PC 810 N STREET SUITE 100 ANCHORAGE AK 99501 920127640 N/A 26157 0 N/A N/A GENERAL LITIGATION LAW OFFICE OF JASON R CRADDOCK 19 S LASALLE SUITE 604 CHICAGO IL 60603 352724233 N/A 25680 0 N/A N/A CENTER FOR LIFE WOMEN'S LIBERATION FRONT 1800 M STREET NW UNIT 33943 MANCHESTER DC 03101 813249020 501(C)(3) 15000 0 N/A N/A GENERAL LITIGATION MRD LAW 3301 WEST CLYDE PLACE DENVER CO 80211 454324795 N/A 14267 0 N/A N/A RELIGIOUS LIBERTY LIEBLER CONNOR BERRY & ST HILAIRE 1141 N EDISON SUITE C PO BOX 6125 KENNEWICK WA 99336 911045987 N/A 13850 0 N/A N/A RELIGIOUS LIBERTY STORY LAW FIRM LLC 438 E MILSAP RD SUITE 103 FAYETTEVILLE AR 72703 263980897 N/A 13599 0 N/A N/A GENERAL OPERATING ETHICS AND PUBLIC POLICY CENTER 1730 M STREET NW SUITE 910 WASHINGTON DC DC 20036 521162185 501(C)(3) 13000 0 N/A N/A GENERAL LITIGATION ARAGO LAW FIRM PLLC PO BOX 452275 KISSIMMEE FL 34745 270188415 N/A 12212 0 N/A N/A GENERAL OPERATING DALTON & TOMICH PLC THE CHRYSLER HOUSE 719 GRISWOLD STREET SUITE 270 DETROIT MI 48226 273296840 N/A 11860 0 N/A N/A RELIGIOUS LIBERTY ELLIS LI & MCKINSTRY PLLC MARKET PLACE TOWER 2025 FIRST AVENUE PENTHOUSE A SEATTLE WA 98121 911240777 N/A 10000 0 N/A N/A FAMILY VALUES PENNSYLVANIA FAMILY INSTITUTE 23 NORTH FRONT STREET 2ND FLOOR HARRISBURG PA 17101 232509197 501(C)(3) 10000 0 N/A N/A FAMILY VALUES LAW OFFICE OF NIC COCIS 38975 SKY CANYON DR SUITE 211 MURRIETA CA 92563 203843470 N/A 9301 0 N/A N/A GENERAL OPERATING MARGRAVE CELMINS 8171 E INDIAN BEND ROAD SUITE 101 SCOTTSDALE AZ 85250 860641342 N/A 8430 0 N/A N/A GENERAL LITIGATION NATIONAL CENTER ON SEXUAL EXPLOITATION 1100 G STREET NW 1030 WASHINGTON DC DC 20005 132608326 501(C)(3) 6000 0 N/A N/A GENERAL LITIGATION LAW OFFICES OF HERBERT GREY 4800 SW GRIFFITH DRIVE 320 BEAVERTON OR 97005 760743764 N/A 5722 0 N/A N/A ACADEMIC FREEDOM CARLSON LAW PLLC 855 VILLAGE CENTER DRIVE 259 ST PAUL MN 55127 474811100 N/A 5000 0 N/A N/A FAMILY VALUES CENTER FOR ARIZONA POLICY ACTION 4222 E THOMAS ROAD SUITE 220 PHOENIX AZ 85018 860618922 501(C)(3) 5000 0 N/A N/A FAMILY VALUES 11 16 CASH SCHOLARSHIP FOR LAW SCHOOL 150 958537 0 N/A N/A PART I, LINE 2: WHEN ALLIANCE DEFENDING FREEDOM APPROVES A GRANT, THE FUNDS ARE RETAINED BY ALLIANCE DEFENDING FREEDOM AND SET ASIDE TO BE 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 0 0 0 0 0 0 0 0 0 ALAN SEARS PRESIDENT, CEO, GEN. COUNSEL/FOUNDER 399655 0 0 0 5425 0 10600 0 22899 0 438579 0 0 0 WAYNE SWINDLER EVP FINANCE & ADMINISTRATION 225770 0 0 0 1407 0 9362 0 21814 0 258353 0 0 0 TONY JOHNSON CHIEF OPERATING OFFICER 131968 0 0 0 82 0 5451 0 19374 0 156875 0 0 0 BENJAMIN BULL CHIEF COUNSEL, EXEC. DIR. OF ADF INT 281867 0 0 0 3625 0 10600 0 22899 0 318991 0 0 0 MARK CROZET SVP DEVELOPMENT 227712 0 0 0 0 0 9336 0 16680 0 253728 0 0 0 JEFFERY VENTRELLA SR COUNSEL, SVP OF TRAINING 200089 0 0 0 797 0 8277 0 21214 0 230377 0 0 0 KRISTEN WAGGONER SR COUNSEL, SVP U.S. LEGAL DIVISION 199720 0 0 0 0 0 8218 0 20674 0 228612 0 0 0 AMY SHEPERD SVP OF MARKETING & COMMUNICATION 187475 0 0 0 0 0 7814 0 17680 0 212969 0 0 0 TIM CHANDLER SR CNSL SVP OF ALLIANCE ADVANCEMENT 184151 0 0 0 140 0 7532 0 20414 0 212237 0 0 0 DOUG NAPIER SVP OF ALLIANCE RELATIONS 205274 0 0 0 443 0 8507 0 21899 0 236123 0 0 0 GLEN LAVY CORPORATE COUNSEL 171998 0 0 0 1949 0 7276 0 22899 0 204122 0 0 0 DAVID CORTMAN SR COUNSEL, VP U.S. LITIGATION 193087 0 0 0 409 0 7958 0 21899 0 223353 0 0 0 DONALD FOSTER CHIEF INFORMATION OFFICER 186306 0 0 0 0 0 7735 0 16885 0 210926 0 0 0 KEVIN THERIOT SR COUNSEL, VP CENTER FOR LIFE 181301 0 0 0 396 0 7393 0 18074 0 207164 0 0 0 JORDAN LORENCE SR COUNSEL 176285 0 0 0 1211 0 7336 0 22894 0 207726 0 0 0 GARY MCCALEB SR COUNSEL, VP CENTER FOR FAMILY VAL 188297 0 0 0 1389 0 7877 0 16965 0 214528 0 0 0 PART I, LINE 1A FIRST CLASS TRAVEL MAY BE PROVIDED TO EMPLOYEES FOR AIR TRAVEL OF EXTENDED LENGTH OR WHEN AVAILABILITY OF RESERVATIONS IS LIMITED TO FIRST CLASS. TYPICALLY THESE ARE LOW OR NO EXPENSE DUE TO AIRLINE FREQUENT FLYER PROGRAMS WHICH ALLOW UPGRADES TO AIRLINE TRAVEL. THIS IS FOR THE CONVENIENCE AND BUSINESS PURPOSE OF THE ORGANIZATION, NOT THE INDIVIDUAL AND IS NOT TREATED AS TAXABLE INCOME. TRAVEL FOR COMPANIONS IS PROVIDED WHEN THE COMPANION'S ATTENDANCE AT MEETINGS, CONFERENCES, ETC. HAS A BUSINESS PURPOSE TO THE ORGANIZATION. THIS IS NOT TREATED AS TAXABLE COMPENSATION. THESE EXPENSE ITEMS ARE NOT LIMITED TO OFFICERS, KEY EMPLOYEES AND HIGHLY COMPENSATED INDIVIDUALS, BUT ARE AVAILABLE TO ALL EMPLOYEES IN THE SITUATIONS DESCRIBED. JANET BITZKO FAMILY MEMBER OF THE CEO 52794 EMPLOYMENT COMPENSATION 0 LUCAS SWINDLER FAMILY MEMBER OF THE COS 19359 EMPLOYMENT COMPENSATION 0 REBECCA SEARS FAMILY MEMBER OF THE CEO 71455 EMPLOYMENT COMPENSATION 0 X 102 1365498 STOCK MARKET QUOTES 0 0 1 0 PART I, COLUMN (B): COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. 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. FORM 990, PART VI, SECTION B, LINE 11B 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. THE CEO THEN READS THE FORM 990 FOR CONTENT AND CLARITY. 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 TO SIGN AND FILE THE 990, AND POST IT ON THE BOARD WEBSITE SO THE FULL BOARD OF DIRECTORS 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 TO 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 DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. IN ADDITION TO THOSE COVERED INDIVIDUALS, ADF IS IN THE PROCESS OF REQUIRING ALL KEY EMPLOYEES AND EXECUTIVE STAFF TO ANNUALLY SIGN A STATEMENT AFFIRMING RECEIPT, UNDERSTANDING, COMPLIANCE AND REPORTING UNDER THE POLICY. 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 PROCEEDINGS. 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, VP HR, AND COMP & BENEFITS ANALYST) 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 2017. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON ITS WEB SITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: FOREIGN CURRENCY EXCHANGE LOSS -44,115. 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