2015-05-01T17:21:51-05:00 2014-06-30 410746749 CLIFTONLARSONALLEN LLP 20 E THOMAS RD STE 2300 PHOENIX AZ 85012 990 2013-07-01 541660459 ALLIANCE DEFENDING FREEDOM ALLI 4804440020 15100 NORTH 90TH STREET SCOTTSDALE AZ 85260 MARK FEDDERN CFO 4804440020 2015-05-01 1 JACQUELINE ECKMAN P01300648 6022662248 2013 2016-03-07 17:11:31Z ALAN SEARS 15100 NORTH 90TH STREET SCOTTSDALE AZ 85260 43858501 0 X WWW.ALLIANCEDEFENDINGFREEDOM.ORG X 1993 VA TO DEFEND THE RIGHT TO HEAR AND SPEAK THE TRUTH THROUGH STRATEGY, TRAINING, FUNDING AND LITIGATION. 12 12 237 686 0 0 38943749 42482364 0 0 -21791 20508 969438 1093779 39891396 43596651 4191440 3901800 0 0 17967716 19623937 1284563 1557967 5908917 14739206 17658908 38182925 42742612 1708471 854039 37261744 38238952 2569206 2679058 34692538 35559894 X TO DEFEND THE RIGHT TO HEAR AND SPEAK THE TRUTH THROUGH STRATEGY, TRAINING, FUNDING AND LITIGATION. 0 0 11004315 0 0 DIRECT LITIGATIONALLIANCE DEFENDING FREEDOM (ADF) DEFENDS HUMAN AND CIVIL RIGHTS, SECURED BY LAW, THROUGH DIRECT LITIGATION FROM OUR HEADQUARTERS OFFICE IN ARIZONA, REGIONAL OFFICES THROUGHOUT THE U.S., AND INTERNATIONAL OFFICES. RELIGIOUS FREEDOM, EQUAL ACCESS, PARENTAL RIGHTS, SANCTITY OF LIFE, RIGHTS OF CONSCIENCE, HUMAN RIGHTS AND FAMILY VALUES ARE AT THE CORE OF THESE CASES. ADF ALSO PROVIDES FUNDING TO THIRD PARTIES FOR GRANTS FOR LITIGATION. ADF'S LITIGATION TEAM PROVIDES THE COORDINATION AND THE MEANS TO ADVOCATE FOR THE CONCERNS OF MULTIPLE INDIVIDUALS AND GROUPS, THUS PROVIDING A MORE EFFICIENT PROCESS WITHIN THE U.S. JUDICIAL SYSTEM, AND INTERNATIONAL LEGAL SYSTEMS. MONTHLY PUBLIC REQUESTS FOR LEGAL AND LITIGATION ASSISTANCE CONTINUE TO ESCALATE, INDICATING AN OVERWHELMING NEED FOR THIS SERVICE FROM THE PUBLIC. 10255077 10000 0 PUBLIC EDUCATIONTO EDUCATE THE PUBLIC CONCERNING THE DEFENSE OF RELIGIOUS FREEDOM, THE SANCTITY OF HUMAN LIFE AND FAMILY VALUES. ADF PROVIDES PRINTED MATERIALS, SOCIAL MEDIA, AUDIO, VIDEO, RADIO, INTERNET AND PERSONAL APPEARANCES. PUBLIC EDUCATION IS FURTHERED THROUGH ADF'S LEGAL ACADEMY (FORMERLY NATIONAL LITIGATION ACADEMY). THROUGH THIS PROGRAM, PRACTICING ATTORNEYS AND OTHER PROFESSIONALS ARE PROVIDED INTENSE LEGAL TRAINING ON RELIGIOUS FREEDOM, RIGHTS OF CONSCIENCE, EQUAL ACCESS, PARENTAL RIGHTS AND FAMILY VALUES. PARTICIPATING ATTORNEYS PLEDGE TO PERFORM 450 HOURS OF PRO BONO LEGAL WORK ON ISSUES RELATED TO THEIR TRAINING. TO DATE, OVER 1,760 ATTORNEYS HAVE COMPLETED THIS PROGRAM. THIS COMMITMENT PROVIDES MILLIONS OF DOLLARS OF LEGAL SERVICE TO LOCAL COMMUNITIES, FAR IN EXCESS OF THE PROGRAM COST. MOST STATE BARS ACCREDIT THE ADF LEGAL ACADEMY FOR CONTINUING LEGAL EDUCATION CREDIT.PUBLIC EDUCATION IS FURTHERED THROUGH ADFS ACADEMY. MINISTRY PARTNERS, ALLIED GROUPS, PASTORS, AND BUSINESS ENTREPRENEURS ARE PROVIDED TRAINING ON RELIGIOUS FREEDOM, RIGHTS OF CONSCIENCE, EQUAL ACCESS, PARENTAL RIGHTS AND FAMILY VALUES. ADF'S BLACKSTONE LEGAL FELLOWSHIP PROGRAM PROVIDES LEGAL EDUCATION TO FIRST YEAR LAW STUDENTS, WITH A DISTINCT CHRISTIAN WORLD VIEW. ADF AWARDS THESE PARTICIPATING STUDENTS SUMMER SCHOLARSHIPS AND VOLUNTEER INTERNSHIPS IN THE U.S. AND INTERNATIONALLY DURING THE SUMMER MONTHS. STUDENTS ALSO ATTEND PROMINENT GUEST LECTURES AND COMPLETE SPECIFIC COURSE WORK DURING THE PROGRAM. TO DATE THE PROGRAM HAS GRADUATED OVER 1,500 LEGAL STUDENTS.ADF'S TRAINING PROGRAMS INCLUDE COLLEGIATE ACADEMY AND LEGAL WEBINARS.ADDITIONAL PUBLIC EDUCATION IS PROVIDED THROUGH DAILY EMAIL ALERTS, SOCIAL MEDIA UPDATES, NEWSLETTERS AND RADIO AND TELEVISION SHOWS. AT ADF, WE REQUEST THAT MINISTRY PARTNERS REMEMBER OUR ACTIVITIES IN PRAYER. WE PROVIDE INFORMATION TO ASSIST OUR DONORS IN PRAYING INTELLIGENTLY, SPECIFICALLY AND WITH PURPOSE. EXAMPLES OF THESE MATERIALS INCLUDE, BUT ARE CERTAINLY NOT LIMITED TO, THE FRAMERS' ORIGINAL INTENT FOR THE U.S. CONSTITUTION AND BILL OF RIGHTS AS IT REFLECTS GOD'S NATURAL LAW AND GOD'S HIGHER LAW; WE INFORM THE PUBLIC ABOUT THOSE ENTITIES THAT SEEK TO RE-DIRECT AND PERVERT THE CONSTITUTION'S ORIGINAL PURPOSE AND INTENT; INTERNATIONAL CHALLENGES TO RELIGIOUS FREEDOM, EXAMPLES OF REAL-LIFE SITUATIONS AND ACTUAL COURT CASES WHERE JUSTICE AND CIVIL LIBERTIES HAVE BEEN THWARTED; SPECIFIC COURT CASES WHERE ADF'S INVOLVEMENT HAS HELPED OBTAIN JUSTICE; AND OTHER STRATEGIES FOR RECLAIMING THE JUDICIAL SYSTEM AS IT WAS ORIGINALLY ENVISIONED AND INTENDED. ADF'S PUBLIC EDUCATION AND COMMUNICATION PROGRAM FURTHER SERVES THE PUBLIC AS A PRIMARY MEDIUM TO BRING CASES TO ADF'S ATTENTION. ADF DONORS AND THE GENERAL PUBLIC ARE ADF'S PRIMARY REFERRAL SOURCE FOR CASES AND LEGAL NEEDS. 8423579 979524 0 ALLIED SUPPORT AND TRAININGALLIANCE DEFENDING FREEDOM (ADF) CONTINUES TO BUILD ALLIANCES WITH RELIGIOUS AND SECULAR ORGANIZATIONS WHO SHARE COMMON PURPOSES AND CONCERNS WITH ADF. ADF WORKS WITH OUR ALLIES TO DEVELOP EFFECTIVE APPROACHES TO LEGAL CASES THAT COULD RESULT IN IMPORTANT STATE, FEDERAL AND U.S. SUPREME COURT AND INTERNATIONAL COURT PRECEDENTS. A TYPICAL EXAMPLE IS FOUND IN RESTORING FREE SPEECH RIGHTS FOR PRO-LIFE ADVOCATES, IN WHICH THE CASE WAS LITIGATED BY AN ALLIED ATTORNEY THROUGH TO THE U.S. SUPREME COURT. ADF'S ALLIANCE HAS BEEN ON THE LEADING EDGE OF THIS EFFORT. 3525694 2912276 0 GRANTS AND FUNDINGTHE ALLIANCE DEFENDING FREEDOM, INC. (ADF) CONTINUES TO FULFILL ITS MISSION BY PROVIDING GRANT FUNDING FOR LEGAL CASES AND PROGRAMS WHICH ADVOCATE OR DEFEND RELIGIOUS FREEDOM, SANCTITY OF HUMAN LIFE AND FAMILY VALUES. GRANT FUNDING COVERS EXPENSES FOR LITIGATION, EDUCATION AND TRAINING. GRANTS ARE REVIEWED AND RECOMMENDED BY AN INDEPENDENT GRANTS AND REVIEW COMMITTEE, WHICH IS COMPRISED OF EXPERT ATTORNEYS WHO VOLUNTEER THEIR TIME TO ADF FOR THIS PURPOSE.UNDER THE CURRENT BOARD POLICY, NO GRANT IS AWARDED UNTIL IT IS FULLY FUNDED AND SET ASIDE IN SELF-DESIGNATED ACCOUNTS. GRANT DISBURSEMENTS ARE MADE UPON PERFORMANCE AND PER THE TERMS OF THE GRANT CONTRACT, AND THEY TYPICALLY SPAN SEVERAL YEARS. ADF HAS ISSUED IN EXCESS OF 2,700 GRANTS. 3525694 2912276 0 33208665 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 1 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 1 182 0 237 1 0 1 CJ AU 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK PA RI SC TN UT VA WA WV WI OH ND NC NY NM NJ NH MS MN MI MA MD ME LA KY KS IL HI GA FL DC CT CO CA AR AK X MARK FEDDERN 4804440020 15100 NORTH 90TH STREET SCOTTSDALE AZ 85260 CHAPMAN COX CHAIRMAN/DIRECTOR 10.00 0.00 X X 0 0 0 TERRY SCHLOSSBERG VICE CHAIRMAN/DIRECTOR 8.00 0.00 X X 0 0 0 EDWARD CHRISTIE JR TREASURER/DIRECTOR 5.00 1.00 X X 0 0 0 MARK MADDOUX SECRETARY/DIRECTOR 5.00 0.00 X X 0 0 0 ALFONSO AGUILAR DIRECTOR 2.00 0.00 X 0 0 0 ROGER BROOKS DIRECTOR 2.00 0.00 X 0 0 0 MARJORIE DANNENFELSER DIRECTOR 2.00 0.00 X 0 0 0 NATHAN ESTRUTH DIRECTOR 2.00 0.00 X 0 0 0 RICHARD KORPAN DIRECTOR 2.00 1.00 X 0 0 0 TOM MINNERY DIRECTOR 2.00 0.00 X 0 0 0 CHARLES W PICKERING SR DIRECTOR 2.00 0.00 X 0 0 0 JOHN ROGERS DIRECTOR 2.00 0.00 X 0 0 0 ALAN SEARS PRESIDENT & CEO 60.00 1.00 X 374716 0 30694 MARK FEDDERN SR VP ADMIN SERVICES & CFO 55.00 1.00 X 201160 0 24435 GARY MCCALEB EXEC VP & CHIEF SOLICITOR 55.00 0.00 X 227416 0 19561 WAYNE SWINDLER EXEC VP & CHIEF OF STAFF 55.00 1.00 X 227039 0 25837 MARK CROZET EXEC VP DEVELOPMENT AS OF 12/2013 55.00 0.00 X 84698 0 20891 DOUG NAPIER SR COUNSEL, SR VP LEGAL SERVICES 55.00 0.00 X 190888 0 24421 JEFFERY VENTRELLA SR COUNSEL, SR VP OF STRATEGIC TRAINING 50.00 0.00 X 205635 0 24885 PAUL WEBER EXEC VP DEVELOPMENT THROUGH 12/2013 55.00 0.00 X 224355 0 22722 BENJAMIN BULL CHIEF COUNSEL, EXEC DIR GLOBAL 50.00 0.00 X 299039 0 23337 DAVID CORTMAN SR COUNSEL, VP LITIGATION 50.00 0.00 X 181006 0 24334 GLEN LAVY SR COUNSEL, VP LEGAL STRATEGIES & FUNDING 50.00 0.00 X 188805 0 24374 JORDAN LORENCE SR COUNSEL, SPECIAL INITIATIVES 50.00 0.00 X 200855 0 20203 KEVIN THERIOT SR COUNSEL, VP RELIGIOUS LIBERTY 50.00 0.00 X 191443 0 24273 2797055 0 309967 46 0 1 0 MASTERWORKS 19462 POWDER HILL PLACE NE POULSBO WA 98370 CONSULTING 1142742 GEORGE WISLAR 15100 NORTH 90TH STREET SCOTTSDALE AZ 85260 CONSULTING 137500 GFK CUSTOM RESEARCH LLC 120 EAGLE ROCK AVENUE SUITE 200 EAST HANOVER NJ 07936 CONSULTING 134125 STRATEGIC FUNDRAISING INC 2625 MOMENTUM PLACE CHICAGO IL 60689 CONSULTING 117367 JAMES GARLOW 15100 NORTH 90TH STREET SCOTTSDALE AZ 85260 CONSULTING 114500 6 60000 42422364 1428140 42482364 34690 34690 278281 244168 34113 34113 34113 3500 17682 -14182 -14182 -14182 COURT AWARDED FEES 900099 574537 574537 HONORARIA 900099 481269 481269 MISCELLANEOUS 900099 3860 3860 1059666 43596651 0 0 1114287 2673332 2673332 863524 863524 364944 364944 1651209 1385261 113390 152558 77608 77608 14327875 11131286 1536843 1659746 427772 340510 47718 39544 2048747 1515337 237664 295746 1090726 845335 113628 131763 289307 112462 87894 88951 11213 4686 2970 3557 43742 43742 1557967 1557967 55208 3237 51876 95 761978 680517 28566 52895 8444584 7084476 579900 780208 1442958 924176 296577 222205 3282 2697 238 347 1025336 717548 141257 166531 3642508 3085581 106409 450518 78080 49726 14322 14032 1117493 789565 142812 185116 127897 91720 14068 22109 RESOURCE MATERIALS 190660 172430 4535 13695 424662 292707 60621 71334 42742612 33208665 3625030 5908917 X 6052018 4993790 250580 807648 2482504 436546 15640313 17979842 16435 0 21578 23419 1438397 1763540 23724956 7801513 15884885 15923443 44000 52893 1564184 1918006 169448 141263 37261744 38238952 2559634 2669486 9572 9572 2569206 2679058 X 33942962 35199173 749576 360721 0 0 34692538 35559894 37261744 38238952 854039 13317 0 X 0 1 X 1 0 X 32748370 34546116 36379373 38913749 41527309 184114917 32748370 34546116 36379373 38913749 41527309 184114917 184114917 695505 561195 420641 385237 312971 2375549 1472626 537050 1634885 890634 1059666 5594861 192085327 0.95850 0.94950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME COURT AWARDED FEES HONORARIA RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2789582 1530503 88296 90000 2115 30821 4285445 1441460 1404708 5414 62000 2789582 1919 1439541 1441460 1919 1919 0.83850 0.02760 0.13390 0 1 1 2000000 2000000 15107547 3892129 11215418 92426 37136 55290 6524983 3872248 2652735 15923443 1539570 F RABBI TRUST 378436 F 1918006 TENANT DEPOSITS 9572 9572 X 54532567 13317 10047735 934864 10995916 43536651 60000 60000 43596651 52139248 10047735 553956 10601691 41537557 1205055 1205055 42742612 PART V, LINE 4: ADF FOUNDATION, A RELATED ORGANIZATION MAINTAINS THE ENDOWMENT TO SUPPORT ALLIANCE DEFENDING FREEDOM. PART X, LINE 2: ALLIANCE DEFENDING FREEDOM AND ADF FOUNDATION ARE CLASSIFIED AS PUBLIC CHARITIES AND ARE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 43 OF THE ARIZONA REVISED STATUTES. CONTRIBUTIONS TO ALLIANCE DEFENDING FREEDOM AND ADF FOUNDATION ARE TAX DEDUCTIBLE WITHIN THE LIMITATIONS DESCRIBED BY THE CODE. 15100, LLC IS A SINGLE MEMBER LLC WHOSE MEMBER IS ALLIANCE DEFENDING FREEDOM FOR TAX PURPOSES. 15100 SOLAR, LLC IS A LIMITED PARTNERSHIP TAXED AS A CORPORATION AND ITS SOLE PARTNER IS 15100, LLC. THE COMPANY FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE COMPANY RECOGNIZED NO LIABILITY FOR UNCERTAIN TAX POSITIONS. AS OF JUNE 30, 2014, THE COMPANYS 2011 THROUGH 2013 FISCAL YEAR TAX RETURNS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: ADF FOUNDATION REVENUE 663,744. 15100 SOLAR REVENUE 26,952. RENTAL EXPENSES 244,168. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY ELIMINATIONS 60,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: 15100 SOLAR EXPENSES 216,952. ADF FOUNDATION EXPENSES 92,836. RENTAL EXPENSES 244,168. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY ELIMINATIONS 1,205,055. 1 EUROPE 1 5 PROGRAM SERVICES HUMAN RIGHTS LEGAL WORK 822536 NORTH AMERICA 0 2 PROGRAM SERVICES HUMAN RIGHTS LEGAL WORK 329015 SOUTH ASIA 0 1 PROGRAM SERVICES HUMAN RIGHTS LEGAL WORK 164507 EUROPE 1 5 GRANTS TO RECIPIENTS LOCATED IN REGION N/A 60269 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION N/A 147213 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION N/A 21474 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION N/A 2500 CENTRAL AMERICA & CARIBBEAN 0 0 PROGRAM SERVICES LEGAL ADVOCACY AND TRAINING 18900 EUROPE 0 0 PROGRAM SERVICES LEGAL ADVOCACY AND TRAINING 25200 NORTH AMERICA 0 0 PROGRAM SERVICES LEGAL ADVOCACY AND TRAINING 37800 SOUTH AMERICA 0 0 PROGRAM SERVICES LEGAL ADVOCACY AND TRAINING 44100 2 13 0 0 2 13 1566414 107100 1673514 EUROPE HUMAN RIGHTS LEGAL WORK 60269 WIRE TRANSFERS N/A N/A SOUTH ASIA HUMAN RIGHTS LEGAL WORK 21474 WIRE TRANSFERS N/A N/A NORTH AMERICA HUMAN RIGHTS LEGAL WORK 147213 WIRE TRANSFERS N/A N/A SOUTH AMERICA HUMAN RIGHTS LEGAL WORK 2500 WIRE TRANSFERS N/A N/A 0 4 CASH SCHOLARSHIP FOR LAW SCHOOL SOUTH AMERICA 7 44100 WIRE TRANSFER 0 N/A N/A CASH SCHOLARSHIP FOR LAW SCHOOL EUROPE 4 25200 WIRE TRANSFER 0 N/A N/A CASH SCHOLARSHIP FOR LAW SCHOOL CENTRAL AMERICA AND THE CARIBBEAN 3 18900 WIRE TRANSFER 0 N/A N/A CASH SCHOLARSHIP FOR LAW SCHOOL NORTH AMERICA 6 37800 WIRE TRANSFER 0 N/A N/A 1 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 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 PART III, COL (C): THE ESTIMATED NUMBER OF RECIPIENTS IS DETERMINED BY THE NUMBER OF APPROVED SCHOLARSHIP APPLICATIONS. X X X X X 1 MASTERWORKS 19265 POWDER HILL PLACE NE POULSBO WA 98370 CONSULTING ON DIRECT MAIL PROGRAM 0 18293572 1406401 16887171 STRATEGIC FUNDRAISING 7591 NINTH STREET NORTH OAKDALE MN 55114 TELEPHONE SOLICITATION 0 114978 104066 10912 DUNHAM 6111 WEST PLANO PARKWAY SUITE 2700 PLANO TX 75093 FUNDRAISING CONSULTATION 0 0 47500 0 18408550 1557967 16898083 AR CA CO DC FL GA HI IL KS LA ME MD MA MI MN NH NJ NM NC ND OH OK OR PA SC TN VA WA WI AK CT MS NY RI UT WV 1 ADF FOUNDATION 15100 NORTH 90TH STREET SCOTTSDALE AZ 85260 861158500 501(C)(3) 1205055 0 N/A N/A RELIGIOUS LIBERTY AMERICAN LIBERTIES INSTITUTE PO BOX 547503 ORLANDO FL 32854 593309465 501(C)(3) 101108 0 N/A N/A RELIGIOUS LIBERTY/SANCTITY OF LIFE BRENA BELL & CLARKSON PC 810 NORTH STREET SUITE 100 ANCHORAGE AK 99501 920127640 N/A 38883 0 N/A N/A SANCTITY OF LIFE CHAPLAINS ALLIANCE FOR RELIGIOUS LIBERTY PO BOX 151353 ALEXANDRIA VA 22315 453911937 501(C)(3) 20000 0 N/A N/A RELIGIOUS LIBERTY CLYMER & MUSSER PC 408 WEST CHESTNUT STREET LANCASTER PA 17603 232512883 N/A 10505 0 N/A N/A RELIGIOUS LIBERTY DALTON & TOMICH PLC 41000 WOODWARD AVENUE EAST SUITE 345 BLOOMFIELD HILLS MI 48304 273296840 N/A 25000 0 N/A N/A RELIGIOUS LIBERTY ELLIS & IRWIN LLP 302 JACKSON STREET RICHMOND TX 77469 200269210 N/A 9320 0 N/A N/A FAMILY VALUES FIDELIS CENTER FOR LAW AND POLICY PO BOX 2709 CHICAGO IL 60690 202787890 501(C)(3) 50000 0 N/A N/A SANCTITY OF LIFE FIRST FREEDOMS FOUNDATION INC PO BOX 2545 BROOKFIELD WI 53008 391962608 501(C)(3) 7582 0 N/A N/A FAMILY VALUES FREEDOM OF CONSCIENCE DEFENSE FUND PO BOX 9520 RANCHO SANTA FE CA 92067 300741605 501(C)(3) 145858 0 N/A N/A FAMILY VALUES GOODMAN ALLEN & FILETTI PLLC 4501 HIGHWOODS PARKWAY GLEN ALLEN VA 23060 541850188 N/A 60000 0 N/A N/A HEND25267 - 04/06/15 05:33PM WORKSHEET SCHEDULE I HOME SCHOOL FOUNDATION ONE PATRICK HENRY CIRCLE PURCELLVILLE VA 20132 521354365 501(C)(3) 15000 0 N/A N/A RELIGIOUS LIBERTY INDEPENDENCE LAW CENTER 23 NORTH FRONT STREET HARRISBURG PA 17101 232509197 501(C)(3) 36496 0 N/A N/A RELIGIOUS LIBERTY JAMES HOCHBERG AAL BISHOP STREET TOWER 700 BISHOP STREET SUITE 2100 HONOLULU HI 96813 990338478 N/A 35179 0 N/A N/A FAMILY VALUES/RELIGIOUS LIBERTY JASON CRADDOCK 19 SOUTH LASALLE SUITE 604 CHICAGO IL 60603 352724233 N/A 41587 0 N/A N/A RELIGIOUS LIBERTY/SANCTITY OF LIFE JUBILEE CAMPAIGN USA INC 9689-C MAIN STREET FAIRFAX VA 22031 521645262 501(C)(3) 14319 0 N/A N/A SANCTITY OF LIFE KEVIN G CLARKSON 810 NORTH STREET SUITE 100 ANCHORAGE AK 99501 543825767 N/A 12000 0 N/A N/A SANCTITY OF LIFE LAW OFFICE OF JOHN B WELLS PO BOX 5235 SLIDELL LA 70469 721310501 N/A 21802 0 N/A N/A RELIGIOUS LIBERTY LAW OFFICE OF SCOTT D BERGTHOLD 7446 SHALLOWFORD ROAD SUITE 202 CHATTANOOGA TN 37421 861036392 N/A 33467 0 N/A N/A FAMILY VALUES/RELIGIOUS LIBERTY LAW OFFICES OF HERBERT GREY 4800 SW GRIFFITH DRIVE SUITE 320 BEAVERTON OR 97005 760743764 N/A 16260 0 N/A N/A RELIGIOUS LIBERTY/SANCTITY OF LIFE LIBERTY UNIVERSITY SCHOOL OF LAW 20615 DONEGAL LANE STRONGSVILLE OH 44149 314888420 501(C)(3) 10000 0 N/A N/A RELIGIOUS LIBERTY MAUCK & BAKER LLC ONE NORTH LASALLE STREET SUITE 600 CHICAGO IL 60602 364394768 N/A 13642 0 N/A N/A SANCTITY OF LIFE MICHAEL J DEPRIMO 778 CHOATE AVENUE HAMDEN CT 06518 047545821 N/A 30000 0 N/A N/A SANCTITY OF LIFE MILITARY-VETERANS ADVOCACY INC PO BOX 5235 SLIDELL LA 70469 383890520 501(C)(3) 7809 0 N/A N/A RELIGIOUS LIBERTY MOHRMAN & KAARDAL PA 33 SOUTH SIXTH STREET SUITE 4100 MINNEAPOLIS MN 55402 411903593 N/A 5000 0 N/A N/A RELIGIOUS LIBERTY MORALITY IN MEDIA 1100 G STREET NW SUITE 1030 WASHINGTON DC 20005 132608326 501(C)(3) 11000 0 N/A N/A FAMILY VALUES MYLAR LAW PC 2494 BENGAL BOULEVARD SALT LAKE CITY UT 84121 431974355 N/A 9000 0 N/A N/A FAMILY VALUES NATHAN W KELLUM 699 OAKLEAF OFFICE LANE SUITE 107 MEMPHIS TN 38117 428219756 N/A 150000 0 N/A N/A RELIGIOUS LIBERTY NATIONAL LEGAL FOUNDATION 2224 VIRGINIA BEACH BOULEVARD SUITE 204 VIRGINIA BEACH VA 23454 860662348 501(C)(3) 30365 0 N/A N/A RELIGIOUS LIBERTY/SANCTITY OF LIFE PEOPLE AGAINST A CASINO TOWN PO BOX 978 FLORENCE OR 97439 200648837 501(C)(3) 7914 0 N/A N/A FAMILY VALUES SHREFFLER LAW PLLC 410 11TH AVENUE SOUTH HOPKINS MN 55343 270998825 N/A 16955 0 N/A N/A SANCTITY OF LIFE TELIOS LAW PLLC PO BOX 3488 MONUMENT CO 80132 454639903 N/A 25000 0 N/A N/A SANCTITY OF LIFE TESLA INC 5407 KENTON FALLS SAN ANTONIO TX 78240 277723801 N/A 7500 0 N/A N/A RELIGIOUS LIBERTY THE BECKET FUND FOR RELIGIOUS LIBERTY 3000 K STREET NW SUITE 220 WASHINGTON DC 20007 521858532 501(C)(3) 30000 0 N/A N/A RELIGIOUS LIBERTY THE CLAREMONT INSTITUTE 937 WEST FOOTHILL BOULEVARD SUITE E CLAREMONT CA 91711 953443202 501(C)(3) 5000 0 N/A N/A SANCTITY OF LIFE THE NATIONAL CENTER FOR LAW & POLICY 539 WEST GRAND AVENUE ESCONDIDO CA 92025 208925383 501(C)(3) 5955 0 N/A N/A RELIGIOUS LIBERTY THE WITHERSPOON INSTITUTE 16 STOCKTON STREET PRINCETON NJ 08540 550835528 501(C)(3) 50000 0 N/A N/A FAMILY VALUES WADLEIGH STARR & PETERS PLLC 95 MARKET STREET MANCHESTER NH 03101 020504984 N/A 66354 0 N/A N/A RELIGIOUS LIBERTY/SANCTITY OF LIFE WASHINGTON LEGAL SERVICES PLLC PO BOX 2400 SNOHOMISH WA 98291 270454847 N/A 12839 0 N/A N/A RELIGIOUS LIBERTY WHITEHEAD LAW FIRM LLC CITY CENTER SQUARE 1100 MAIN STREET SUITE 2600 KANSAS CITY MO 64105 490583297 N/A 26054 0 N/A N/A FAMILY VALUES WORLD OUTREACH CONFERENCE CENTER FOUR EAST 111TH STREET CHICAGO IL 60528 364116641 501(C)(3) 10000 0 N/A N/A RELIGIOUS LIBERTY 19 22 CASH SCHOLARSHIP FOR LAW SCHOOL 134 853524 N/A N/A SERVICE AWARD FOR DESERVING ALLIED ATTORNEYS 2 10000 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 X 0 0 0 0 0 0 0 0 0 ALAN SEARS PRESIDENT & CEO 372260 0 0 0 2456 0 14086 0 16608 0 405410 0 0 0 MARK FEDDERN SR VP ADMIN SERVICES & CFO 200763 0 0 0 397 0 7827 0 16608 0 225595 0 0 0 GARY MCCALEB EXEC VP & CHIEF SOLICITOR 226066 0 0 0 1350 0 7945 0 11616 0 246977 0 0 0 WAYNE SWINDLER EXEC VP & CHIEF OF STAFF 226167 0 0 0 872 0 9229 0 16608 0 252876 0 0 0 DOUG NAPIER SR COUNSEL, SR VP LEGAL SERVICES 190510 0 0 0 378 0 7813 0 16608 0 215309 0 0 0 JEFFERY VENTRELLA SR COUNSEL, SR VP OF STRATEGIC TRAIN 205128 0 101 0 406 0 8277 0 16608 0 230520 0 0 0 PAUL WEBER EXEC VP DEVELOPMENT THROUGH 12/2013 223964 0 0 0 391 0 6114 0 16608 0 247077 0 0 0 BENJAMIN BULL CHIEF COUNSEL, EXEC DIR GLOBAL 297054 0 101 0 1884 0 11721 0 11616 0 322376 0 0 0 DAVID CORTMAN SR COUNSEL, VP LITIGATION 180525 0 101 0 380 0 7726 0 16608 0 205340 0 0 0 GLEN LAVY SR COUNSEL, VP LEGAL STRATEGIES & FU 187705 0 0 0 1100 0 7766 0 16608 0 213179 0 0 0 JORDAN LORENCE SR COUNSEL, SPECIAL INITIATIVES 200055 0 0 0 800 0 8587 0 11616 0 221058 0 0 0 KEVIN THERIOT SR COUNSEL, VP RELIGIOUS LIBERTY 188354 0 2848 0 241 0 7665 0 16608 0 215716 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 53949 EMPLOYMENT COMPENSATION 0 CORRINE SWINDLER FAMILY MEMBER OF THE COS 11659 EMPLOYMENT COMPENSATION 0 CINDY FEDDERN FAMILY MEMBER OF THE CFO 12000 EMPLOYMENT COMPENSATION 0 X 122 1428140 SALE PROCEEDS 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11 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 CHECK MATH TOTALS, SPELLING AND REVIEW CONTENT. 3) FOLLOWING THE ABOVE REVIEW THE FORM 990 IS DISTRIBUTED TO: A. CHIEF OF STAFF B. CEO C. CHAIR OF THE FINANCE HUMAN RESOURCES(FHR) COMMITTEE - WHICH IS RESPONSIBLE FOR OVERSIGHT OF FINANCE, AUDIT, TAX INVESTMENTS AND HUMAN RESOURCES. D. THE CHAIR OF THE FHR COMMITTEE ENSURES COMMITTEE MEMBERS REVIEW THE FORM 990 FOR MATERIAL EDITS AND COMPLIANCE E. UPON ACCEPTANCE, THE CHAIR OF THE FHR COMMITTEE INSTRUCTS THE CFO TO CIRCULATE THE FORM 990 TO THE FULL BOARD OF DIRECTORS 4) CHANGES AND CORRECTIONS FROM THE ABOVE ARE ADDRESSED AT EACH STEP. 5) FOLLOWING THE ABOVE, THE CFO SIGNS AND CAUSES THE FORM 990 TO BE FILED WITH THE IRS. 6) UPON FILING WITH THE IRS, ADF'S FORM 990 IS AVAILABLE FOR PUBLIC DISTRIBUTION. 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. ANNUALLY, EACH COVERED PERSON IS REQUIRED TO ANNUALLY SIGN A STATEMENT AFFIRMING RECEIPT, UNDERSTANDING, COMPLIANCE AND REPORTING UNDER THE POLICY. THE FOUNDATION 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 FOUNDATION. 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, SUBJECT TO RECOMMENDATIONS OF THE BOARD COMPENSATION COMMITTEE. JOB DESCRIPTIONS ARE EVALUATED AGAINST INDEPENDENT MARKET SOURCES AND REVIEWED BY AN INDEPENDENT COMPENSATION CONSULTANT. THE COMPENSATION COMMITTEE APPROVED POSITION GRADES AND PAY RANGES OF ALL OTHER POSITIONS. THE PROCESS WAS LAST UNDERTAKEN FOR ALL POSITIONS IN 2014. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. 15100 LLC 15100 NORTH 90TH STREET SCOTTSDALE AZ 85260 541660459 OWN REAL PROPERTY AZ 326181 13141560 ALLIANCE DEFENDING FREEDOM ADF FOUNDATION 15100 NORTH 90TH STREET SCOTTSDALE AZ 85260 861158500 PUBLIC BENEFIT CORPORATION AZ 501(C)(3) LINE 7 ALLIANCE DEFENDING FREEDOM 1 ADF RABBI TRUST 15100 NORTH 90TH STREET SCOTTSDALE AZ 85260 RETIREMENT FUNDING AZ ALLIANCE DEFENDING FREEDOM T 378436 1.00000 0 15100 SOLAR LTD 15100 NORTH 90TH STREET SCOTTSDALE AZ 85260 OWN AND OPERATE SOLAR ENERGY PROJECT AZ ALLIANCE DEFENDING FREEDOM C 104940 1539570 1.00000 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 ADF FOUNDATION B 250000 CASH TRANSFERRED ADF FOUNDATION C 60000 CASH TRANSFERRED