2013-04-25T11:44:51-05:00 2012-06-30 410746749 CLIFTONLARSONALLEN LLP 20 E THOMAS RD STE 2300 PHOENIX AZ 85012 990 2011-07-01 541660459 ALLIANCE DEFENSE FUND ALLI 4804440020 15100 N 90TH ST SCOTTSDALE AZ 85260 MARK FEDDERN 4804440020 2013-04-19 1 JACQUELINE ECKMAN P01300648 6022662248 2011 2016-02-25 16:41:14Z ALAN SEARS 15100 N 90TH ST SCOTTSDALE AZ 85260 38538759 0 X WWW.ALLIANCEDEFENDINGFREEDOM.ORG X 1993 VA TO DEFEND THE RIGHT TO HEAR AND SPEAK THE TRUTH THROUGH STRATEGY, TRAINING, FUNDING AND LITIGATION. 13 13 198 715 0 0 34546116 36379373 0 0 124248 155355 475280 1735112 35145644 38269840 2462191 4408868 0 0 16182634 17286641 896438 1002140 5788851 14307711 18465999 33848974 41163648 1296670 -2893808 37374797 35452107 1571857 2483886 35802940 32968221 X TO DEFEND THE RIGHT TO HEAR AND SPEAK THE TRUTH THROUGH STRATEGY, TRAINING, FUNDING AND LITIGATION. 0 0 9868628 50810 PUBLIC EDUCATIONTO EDUCATE THE PUBLIC CONCERNING THE DEFENSE OF RELIGIOUS FREEDOM, THE SANCTITY OF HUMAN LIFE AND FAMILY VALUES. ALLIANCE DEFENSE FUND PROVIDES PRINTED MATERIALS, AUDIO, VIDEO, RADIO, INTERNET AND PERSONAL APPEARANCES. PUBLIC EDUCATION IS FURTHERED THROUGH ALLIANCE DEFENSE FUND'S LEGAL ACADEMY (FORMERLY NATIONAL LITIGATION ACADEMY). THROUGH THIS PROGRAM, PRACTICING ATTONEYS ARE PROVIDED INTENSE LEGAL TRAINING ON RELIGIOUS FREEDOM, 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 1,630 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 ALLIANCE DEFENSE FUND LEGAL ACADEMY FOR CONTINUING LEGAL EDUCATION CREDIT. ALLIANCE DEFENSE FUND'S BLACKSTONE LEGAL FELLOWSHIP PROGRAM PROVIDES LEGAL EDUCATION TO FIRST YEAR LAW STUDENTS, WITH A DISTINCT CHRISTIAN WORLD VIEW. ALLIANCE DEFENSE FUND AWARDS THESE PARTICIPATING STUDENTS SUMMER SCHOLARSHIPS AND VOLUNTEER INTERNSHIPS IN THE U.S. AND ABROAD 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 1,200 LEGAL STUDENTS.ADDITIONAL PUBLIC EDUCATION IS PROVIDED THROUGH DAILY EMAIL ALERTS, NEWSLETTERS AND RADIO AND TELEVISION SHOWS. 10040806 DIRECT LITIGATIONIN ADDITION TO FUNDING THIRD PARTY GRANTS FOR LITIGATION, ALLIANCE DEFENSE FUND DEFENDS HUMAN AND CIVIL RIGHTS, SECURED BY LAW, THROUGH DIRECT LITIGATION FROM OUR HEADQUARTERS OFFICE IN ARIZONA AND OUR REGIONAL OFFICES THROUGHOUT THE U.S. RELIGIOUS FREEDOM, EQUAL ACCESS, PARENTAL RIGHTS, SANCTITY OF LIFE, RIGHTS OF CONSCIENCE, HUMAN RIGHTS AND FAMILY VALUES ARE AT THE CORE OF THESE CASES. ALLIANCE DEFENSE FUND'S LITIGATION TEAM PROVIDES THE COORDINATION AND THE MEANS TO CONSOLIDATE THE CONCERNS OF MULTIPLE INDIVIDUALS AND GROUPS, THUS PROVIDING A MORE EFFICIENT PROCESS FOR OUR JUDICIAL SYSTEM. MONTHLY PUBLIC REQUESTS FOR LEGAL AND LITIGATION ASSISTANCE CONTINUE TO ESCALATE, INDICATING AN OVERWHELMING NEED FOR THIS SERVICE FROM THE PUBLIC. 8160955 898361 ALLIED SUPPORT AND TRAININGALLIANCE DEFENSE FUND CONTINUES TO BUILD ALLIANCES WITH RELIGIOUS AND SECULAR ORGANIZATIONS WHO SHARE COMMON PURPOSES AND CONCERNS WITH ALLIANCE DEFENSE FUND. ALLIANCE DEFENSE FUND WORKS WITH OUR ALLIES TO DEVELOP EFFECTIVE APPROACHES TO LEGAL CASES THAT COULD RESULT IN IMPORTANT STATE, FEDERAL AND U.S. SUPREME COURT AND FOREIGN COURT PRECEDENTS. OUR MOST PROMINENT EXAMPLE OF THIS IS FOUND IN COURT ACTIONS UPHOLDING VOTER INITIATIVES AFFIRMING THE TRADITIONAL DEFINITION OF MARRIAGE, BY DEFENDING THE RULE OF LAW IN OUR COURTS AND GOVERNMENTAL BODIES. ALLIANCE DEFENSE FUND'S ALLIANCE HAS BEEN ON THE LEADING EDGE OF THIS EFFORT. 4148162 3459697 GRANTS AND FUNDINGTHE ALLIANCE DEFENSE FUND, 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 THE GRANTS AND REVIEW COMMITTEE, WHICH IS COMPRISED OF EXPERT ATTORNEYS WHO VOLUNTEER THEIR TIME TO ALLIANCE DEFENSE FUND 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. ALLIANCE DEFENSE FUND HAS ISSUED IN EXCESS OF 2,400 GRANTS. 4148162 3459697 32218551 1 1 0 0 0 0 0 0 0 0 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 0 0 0 1 100 0 198 1 0 1 CJ AU 0 0 0 1 1 0 0 0 0 X 13 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ AK AR CA CT FL GA IL KS KY LA MA MD ME MI MN MS NC NH NJ NM OH OK OR PA RI SC TN UT WA WI WV X MARK FEDDERN - THE ORGANIZATION 4804440020 15100 N 90TH STREET SCOTTSDALE AZ 85260 X EDWARD CHRISTIE JR TREASURER 5.00 X 0 0 0 CHAPMAN COX CHAIRMAN 10.00 X 0 0 0 NATHAN ESTRUTH 2.00 X 0 0 0 ALLEN GINSBORG VICE PRESIDENT 5.00 X 0 0 0 MARK MADDOUX SECRETARY 5.00 X 0 0 0 TOM MINNERY 2.00 X 0 0 0 DALE NABB 2.00 X 0 0 0 CHARLES W PICKERING SR 2.00 X 0 0 0 JOHN ROGERS 2.00 X 0 0 0 MARJORIE DANNENFELSER 2.00 X 0 0 0 TERRY SCHLOSSBERG 2.00 X 0 0 0 ALFONSO AGUILAR 2.00 X 0 0 0 ROGER BROOKS 2.00 X 0 0 0 ALAN SEARS 60.00 X 360223 0 16950 WAYNE SWINDLER 55.00 X 208871 0 16624 GARY MCCALEB 55.00 X 181904 0 16524 MARK FEDDERN 55.00 X 188231 0 11831 BENJAMIN BULL 50.00 X 282562 0 16950 JEFFERY VENTRELLA 50.00 X 199560 0 12758 PAUL WEBER 55.00 X 202508 0 14473 DOUG NAPIER 55.00 X 148000 0 13795 NATE KELLUM 50.00 X 195563 0 14461 JORDAN LORENCE 50.00 X 194511 0 15601 KEVIN THERIOT 50.00 X 180044 0 11740 2341977 0 161707 44 0 1 0 MASTERWORKS 19462 POWDER HILL PL NE POULSBO WA 98370 CONSULTING 876327 HANON MCKENDRY 25 OTTAWA AVE SW GRAND RAPIDS MI 49503 CONSULTING 201769 MESSI PRODUCTIONS 247 MOORE ST MANCHESTER NH 03102 EVENT PRODUCTION 165915 GEORGE WISLAR 15100 N 90TH ST SCOTTSDALE AZ 85260 CONSULTING 140000 NATE KELLUM 15100 N 90TH ST SCOTTSDALE AZ 85260 LEGAL SERVICES 131690 5 36379373 159786 36379373 113354 113354 307287 207060 100227 100227 100227 19930 83930 55217 6642 -35287 77288 42001 42001 COURT AWARDED FEES 900099 1394900 1394900 MISCELLANEOUS 900099 239985 239985 1634885 38269840 0 0 1890467 3223395 3223395 749561 749561 435912 435912 1435178 829030 464558 141590 67735 10160 52834 4741 12910858 10355251 1049879 1505728 418876 330445 47999 40432 1434842 1097587 149009 188246 1019152 783456 111934 123762 387841 159595 142649 85597 17321 4085 11836 1400 34158 34158 1002140 1002140 910997 452356 12850 445791 6749309 5447703 430000 871606 758793 581475 61826 115492 1195266 910575 124589 160102 3188541 2869945 48237 270359 2766050 2224466 42158 499426 1165260 848912 131935 184413 163958 123380 15963 24615 MISCELLANEOUS 362084 258858 36772 66454 LITIGATION/COURT RELATE 334547 334530 15 2 RECEIPT PROCESSING 249361 179594 21479 48288 FINANCIAL SERVICES 182513 8280 165566 8667 41163648 32218551 3156246 5788851 X 5714736 4388751 426554 899431 1924256 1994159 4707919 5981747 8791 10606 15502 0 23565 25320 908149 622762 24197788 6816920 17125191 17380868 12554938 9300300 106486 136345 37374797 35452107 1562285 2474314 9572 9572 1571857 2483886 X 32569937 31273208 3233003 1695013 35802940 32968221 37374797 35452107 X -2893808 59089 X 0 1 1 X 0 X 30499322 28038171 32748370 34546116 36379373 162211352 30499322 28038171 32748370 34546116 36379373 162211352 162211352 1391291 799483 695505 561195 420641 3868115 546592 1667915 1472626 537050 1634885 5859068 171938535 0.94340 0.87380 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME COURT AWARDED FEES RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2000000 2000000 15028428 2922496 12105932 84008 20609 63399 6116481 3873815 2242666 968871 968871 17380868 CERTIFICATES OF DEPOSIT 9300300 F 9300300 TENANT DEPOSITS 9572 9572 38269840 41163648 -2893808 61008 -1919 59089 -2834719 47687860 61008 9149952 207060 9418020 38269840 0 38269840 49081119 9149952 207060 9357012 39724107 1439541 1439541 41163648 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2012, THE COMPANY'S 2009 THROUGH 2011 FISCAL YEAR TAX RETURNS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 207,060. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 207,060. PART XIII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS TO RELATED ORGANIZATION ELIMINATED DURING CONSOLIDATION 1,439,541. 1 EUROPE 1 4 PROGRAM SERVICES HUMAN RIGHTS LEGAL WORK 657000 NORTH AMERICA 0 1 PROGRAM SERVICES HUMAN RIGHTS LEGAL WORK 65000 CENTRAL AMERICA AND THE CARIBBEAN 0 1 PROGRAM SERVICES HUMAN RIGHTS LEGAL WORK 65000 SOUTH ASIA 0 1 PROGRAM SERVICES HUMAN RIGHTS LEGAL WORK 14000 1 7 0 0 1 7 801000 0 801000 EUROPE HUMAN RIGHTS LEGAL WORK 92749 WIRE TRANSFERS SOUTH ASIA HUMAN RIGHTS LEGAL WORK 13318 WIRE TRANSFERS NORTH AMERICA HUMAN RIGHTS LEGAL WORK 141624 WIRE TRANSFERS CENTRAL AMERICA AND THE CARIBBEAN HUMAN RIGHTS LEGAL WORK 24421 WIRE TRANSFERS 0 16 CASH SCHOLARSHIP FOR LAW SCHOOL SOUTH AMERICA 14 88200 WIRE TRANSFER CASH SCHOLARSHIP FOR LAW SCHOOL EUROPE 4 25200 WIRE TRANSFER CASH SCHOLARSHIP FOR LAW SCHOOL CENTRAL AMERICA AND THE CARIBBEAN 6 37800 WIRE TRANSFER CASH SCHOLARSHIP FOR LAW SCHOOL SOUTH ASIA 1 6300 WIRE TRANSFER CASH SCHOLARSHIP FOR LAW SCHOOL SUB-SAHARAN AFRICA 1 6300 WIRE TRANSFER 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: WHEN ALLIANCE DEFENSE FUND APPROVES A GRANT, THE FUNDS ARE RETAINED BY ALLIANCE DEFENSE FUND 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. METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: ACCRUAL METHOD X X X X X 1 MASTERWORKS 19265 POWDER HILL PL NE POULSBO WA 98370 CONSULTING ON DIRECT MAIL PROGRAM 0 11081750 876327 10205423 STRATEGIC FUNDRAISING 2625 MOMENTUM PL CHICAGO IL 60689 TELEPHONE SOLICITATION 0 97420 103411 -5991 CAMPAIGN HQ 700 E PLEASANT ST BROOKLYN IA 52211 TELEPHONE SOLICITATION 0 45019 22402 22617 11224189 1002140 10222049 AK AR CA CT FL GA IL KS KY LA MA MD ME AZ MI MN MS NC NH NJ NM OH OK OR PA RI SC TN UT WA WI WV 1 ADVOCATES INTERNATIONAL 9691 MAIN STREET SUITE D FAIRFAX VA 22031 541646669 501(C)(3) 38429 RELIGIOUS LIBERTY LEGAL WORK AMERICAN LIBERTIES INSTITUTE PO BOX 547503 ORLANDO FL 32854 593309465 501(C)(3) 114573 RELIGIOUS LIBERTY LEGAL WORK AMERICANS UNITED FOR LIFE - TEXAS 5803 SHERBROOKE OAK SAN ANTONIO TX 78249 363906065 501(C)(3) 7500 SANCTITY OF LIFE LEGAL WORK ASSOCIATION OF CHRISTIAN SCHOOLS INTERNATIONAL PO BOX 65130 COLORADO SPRINGS CO 80962 860618922 501(C)(3) 5120 RELIGIOUS LIBERTY LEGAL WORK BIOETHICS DEFENSE FUND - AZ 6811 E VOLTAIRE AVE SCOTTSDALE AZ 85254 521600481 501(C)(3) 7500 SANCTITY OF LIFE LEGAL WORK BRENA BELL & CLARKSON PC 810 N STREET SUITE 100 ANCHORAGE AK 99501 366101090 182204 SANCTITY OF LIFE LEGAL WORK BROYLES KIGHT & RICAFORT 8250 HAVERSTICK ROAD SUITE 100 INDIANAPOLIS IN 46240 311075684 10000 RELIGIOUS LIBERTY LEGAL WORK CITIZENS FOR COMMUNITY VALUES 11175 READING ROAD SUITE 103 CINCINNATI OH 45241 311075684 501(C)(3) 33040 RELIGIOUS LIBERTY LEGAL WORK CLYMER & MUSSER PC 408 W CHESTNUT STREET LANCASTER PA 17603 371112012 28817 RELIGIOUS LIBERTY LEGAL WORK COMMUNICATION INSTITUTE 4699 AUVERGNE AVENUE SUITE 3 LISLE IL 60532 582673573 501(C)(3) 15000 RELIGIOUS LIBERTY LEGAL WORK DESTINY CHRISTIAN CHURCH 339 MOUNTAIN RD CONCORD NH 03301 273296840 501(C)(3) 26290 RELIGIOUS LIBERTY LEGAL WORK DISCOVERY INSTITUTE-SEATTLE 208 COLUMBIA STREET SEATTLE WA 98104 911521697 501(C)(3) 17500 RELIGIOUS LIBERTY LEGAL WORK EDWARDS LAW OFFICE PC PO BOX 5345 ETNA WY 83118 200269210 8309 RELIGIOUS LIBERTY LEGAL WORK ELLIS & IRWIN LLP 302 JACKSON STREET RICHMOND TX 77469 391962608 7583 FAMILY VALUES LEGAL WORK ELLIS LI & MCKINSTRY PLLC MARKET PLACE TOWER 2025 FIRST AVENUE PENTHOUSE A SEATTLE WA 98121 411411978 63000 FAMILY VALUES LEGAL WORK FAMILY RESEARCH COUNCIL 801 G STREET NW WASHINGTON DC 20001 521354365 501(C)(3) 5400 FAMILY VALUES LEGAL WORK FIRST FREEDOMS FOUNDATION INC PO BOX 2545 BROOKFIELD WI 53008 990338478 501(C)(3) 10000 FAMILY VALUES LEGAL WORK GOODMAN ALLEN & FILETTI 4501 HIGHWOODS PARKWAY GLEN ALLEN VA 23060 237442564 5000 FAMILY VALUES LEGAL WORK HOME SCHOOL FOUNDATION ONE PATRICK HENRY CIRCLE PURCELLVILLE VA 20132 352724233 501(C)(3) 25000 FAMILY VALUES LEGAL WORK HOPPE & MARTIN LLP LONGWOOD CORPORATE CTR SOUTH 423 MCFARLAN RD SUITE 100 KENNETT SQUARE PA 19348 352724233 14867 FAMILY VALUES LEGAL WORK INSTITUTE FOR MARRIAGE AND PUBLIC POLICY PO BOX 1231 MANASSAS VA 20108 020512534 501(C)(3) 6100 FAMILY VALUES LEGAL WORK JAMES HOCHBERG AAL SUITE 1201 FORT STREET TOWER 745 FORT STREET MALL HONOLULU HI 96813 521645262 27053 RELIGIOUS LIBERTY LEGAL WORK JAMES MADISON CENTER FOR FREE SPEECH INC ONE SOUTH SIXTH STREET TERRE HAUTE IN 47807 580520153 501(C)(3) 35000 RELIGIOUS LIBERTY LEGAL WORK JASON CRADDOCK 29 S LASALLE SUITE 440 CHICAGO IL 60603 010752200 67199 RELIGIOUS LIBERTY LEGAL WORK JOHN ANTHONY SIMMONS PLLC 886 LAFAYETTE HAMPTON NH 03842 861036392 16120 FAMILY VALUES LEGAL WORK JUBILEE CAMPAIGN USA INC 9689-C MAIN ST FAIRFAX VA 22031 680191488 501(C)(3) 153381 SANCTITY OF LIFE LEGAL WORK KESTER LAW FIRM 207 W MAIN ST PLAINFIELD IN 46168 411637554 5000 RELIGIOUS LIBERTY LEGAL WORK LANGDON LAW LLC 8913 CINCINNATI-DAYTON ROAD WEST CHESTER OH 45069 364394768 77500 FAMILY VALUES LEGAL WORK LAW OFFICE OF DAVID W SCHOPP 320 N LAKE STREET AURORA IL 60506 8305 FAMILY VALUES LEGAL WORK LAW OFFICE OF SCOTT D BERGTHOLD 7446 SHALLOWFORD RD STE 202 CHATTANOOGA TN 37421 411903593 23660 FAMILY VALUES LEGAL WORK LAW OFFICES OF HERBERT GREY 4800 SW GRIFFITH DRIVE 320 BEAVERTON OR 97005 132608326 7150 FAMILY VALUES LEGAL WORK LAW OFFICES OF JOHN P MARGAND 670 WHITE PLAINS ROAD SUITE 322 SCARSDALE NY 10583 431974355 20000 RELIGIOUS LIBERTY LEGAL WORK LAW OFFICES OF LISA L LEDBETTER 511 WOODCREST ROAD BRANDON FL 33511 112741490 6000 RELIGIOUS LIBERTY LEGAL WORK MAUCK & BAKER LLC ONE N LASALLE STREET SUITE 600 CHICAGO IL 60602 860662348 163515 RELIGIOUS LIBERTY LEGAL WORK MICHAEL DE PRIMO 778 CHOATE AVE HAMDEN CT 06518 860662348 10000 RELIGIOUS LIBERTY LEGAL WORK MORALITY IN MEDIA 475 RIVERSIDE DR 1264 NEW YORK NY 10115 860662348 501(C)(3) 15000 FAMILY VALUES LEGAL WORK MYLAR LAW PC 2494 BENGAL BOULEVARD SALT LAKE CITY UT 84121 561751596 33054 RELIGIOUS LIBERTY LEGAL WORK NATE KELLUM LAW FIRM 699 OAKLEAF OFFICE LANE STE 107 MEMPHIS TN 38117 501505450 43740 RELIGIOUS LIBERTY LEGAL WORK NATIONAL LEGAL FOUNDATION 2224 VIRGINIA BEACH BLVD SUITE 204 VIRGINIA BEACH VA 23454 275010634 501(C)(3) 65920 RELIGIOUS LIBERTY LEGAL WORK NEW JERSEY FAMILY POLICY COUNCIL 50 MOUNT BETHEL ROAD SUITE 205 WARREN NJ 07059 200648837 501(C)(3) 20000 SANCTITY OF LIFE LEGAL WORK PATRICK A MATSON AND EMILY J MATSON PC 302 E 10TH STREET ROME GA 30161 060909286 15500 FAMILY VALUES LEGAL WORK PEOPLE AGAINST A CASINO TOWN PO BOX 978 FLORENCE OR 97439 841523636 501(C)(3) 6133 FAMILY VALUES LEGAL WORK PRAY IN JESUS NAME PO BOX 77077 COLORADO SPRINGS CO 80970 954031491 501(C)(3) 5244 RELIGIOUS LIBERTY LEGAL WORK REHWALD GLASNER & CHALEFF 5855 TOPANGA CANYON BLVD 400 WOODLAND HILLS CA 91367 860322479 5819 RELIGIOUS LIBERTY LEGAL WORK SHREFFLER LAW PLLC 410 11TH AVE SOUTH HOPKINS MN 55343 742676958 6480 SANCTITY OF LIFE LEGAL WORK THE COX LAW CENTER LLC FRANCIS SCOTT KEY HISTORIC LAW OFFICE BUILDING 104 NORTH COURT STR FREDERICK MD 21701 020504984 15000 SANCTITY OF LIFE LEGAL WORK THOMAS W KIDD JR LLC PO BOX 231 HARVEYSBURG OH 45032 760505396 11444 RELIGIOUS LIBERTY LEGAL WORK WADLEIGH STARR & PETERS PLLC 95 MARKET STREET MANCHESTER NH 03101 020504984 56520 RELIGIOUS LIBERTY WORLD OUTREACH CONFERENCE CENTER 4 EAST 111TH STREET CHICAGO IL 60528 364116641 501(C)(3) 30000 RELIGIOUS LIBERTY ALLIANCE DEFENSE FUND FOUNDATION 15100 N 90TH ST SCARSDALE AZ 85260 861158500 501(C)(3) 1439541 MANAGEMENT AND FINANCIAL SUPPORT 22 28 CASH SCHOLARSHIP FOR LAW SCHOOL 119 749561 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: WHEN ALLIANCE DEFENSE FUND APPROVES A GRANT, THE FUNDS ARE RETAINED BY ALLIANCE DEFENSE FUND AND SET ASIDE TO BE EXCLUSIVELY IN FURTHERANCE OF THE GRANT REQUEST. DISTRIBUTIONS ARE MADE PURSANT 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 357767 0 0 0 2456 0 9800 0 7150 0 377173 0 0 0 WAYNE SWINDLER 207999 0 0 0 872 0 9493 0 7131 0 225495 0 0 0 GARY MCCALEB 181157 0 0 0 747 0 9493 0 7031 0 198428 0 0 0 MARK FEDDERN 187841 0 0 0 390 0 8416 0 3415 0 200062 0 0 0 BENJAMIN BULL 280689 0 0 0 1873 0 9800 0 7150 0 299512 0 0 0 JEFFERY VENTRELLA 199160 0 0 0 400 0 8557 0 4201 0 212318 0 0 0 PAUL WEBER 202232 0 0 0 276 0 8342 0 6131 0 216981 0 0 0 DOUG NAPIER 147814 0 0 0 186 0 6664 0 7131 0 161795 0 0 0 NATE KELLUM 195337 0 0 0 226 0 8311 0 6150 0 210024 0 0 0 JORDAN LORENCE 193717 0 0 0 794 0 8452 0 7149 0 210112 0 0 0 KEVIN THERIOT 179810 0 0 0 234 0 7625 0 4115 0 191784 0 0 0 PART I, LINE 1A FIRST CLASS OR CHARTER TRAVEL IS PROVIDED TO EMPLOYEES FOR AIR TRAVEL OF EXTENDED LENGTH OR WHEN AVAILABILITY OF RESERVATIONS IS LIMITED TO FIRST CLASS. 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 51983 EMPLOYMENT COMPENSATION 0 MICHAEL SWINDLER FAMILY MEMBER OF EVP, CHIEF OF STAFF 15752 EMPLOYMENT COMPENSATION 0 NATE KELLUM SENIOR COUNCEL 131690 SERVED AS SENIOR COUNCEL PART OF THE YEAR THEN PROVIDED PROFESSIONAL LEGAL SERVICES UPON LEAVING ALLIANCE DEFENSE FUND. 0 X 37 159786 STOCK MARKET QUOTES 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN (B) IS THE NUMBER OF ITEMS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 EDWARD CHRISTIES, DIRECTOR, ALAN E. SEARS, PRESIDENT AND CEO, AND WAYNE N. SWINDLER, EXECUTIVE VICE PRESIDENT AND CHIEF OF STAFF ALL ARE ALSO BOARD MEMBERS FOR ADF FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11 UPON COMPLETION, ALLIANCE DEFENSE FUND'S FINANCE TEAM REVIEWS THE 990 THROUGH THE FOLLOWING PROCESS: 1) ALLIANCE DEFENSE FUND'S CFO, CONTROLLER, AND FINANCE AUDIT COMMITTEE COMPARE THE 990 TO THE ANNUAL CORPORATE AUDIT AND INTERNAL FINANCIAL REPORTS. THE CEO THEN READS THE 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 990 IS DISTRIBUTED TO: A.CHIEF OF STAFF B.CEO C.CHAIR OF THE FINANCE/AUDIT COMMITTEE D.BOARD TREASURER 4) CHANGES AND CORRECTIONS FROM THE ABOVE ARE ADDRESSED AT EACH STEP. 5) FOLLOWING THE ABOVE, THE CFO SIGNS AND CAUSES THE 990 TO BE FILED WITH THE IRS. 6) UPON FILING WITH THE IRS, ALLIANCE DEFENSE FUND'S 990 IS AVAILABLE FOR PUBLIC DISTRIBUTION. FORM 990, PART VI, SECTION B, LINE 12C ALLIANCE DEFENSE FUND'S BOARD MEMBERS ANNUALLY CONFIRM THAT THEY DO NOT HAVE ANY CONFLICTS OF INTEREST. THE CEO AND CHIEF OF STAFF ARE AWARE OF BOARD MEMBER ASSIGNMENTS AND INTERACTIONS WITH ALLIANCE DEFENSE FUND. THE CEO, CHIEF OF STAFF AND CFO MONITOR THE DAILY OPERATIONS OF ALLIANCE DEFENSE FUND SO AS TO BECOME AWARE SHOULD A CONFLICT ARISE. VENDOR PURCHASES AND MAJOR PROJECT FUNDING EXPERIENCE OVERSIGHT FROM FINANCE AND ACCOUNTS PAYABLE FOR PROPER AUTHORIZATION AND VENDOR SELECTION. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNING BOARD FOR ALLIANCE DEFENDING FREEDOM REVIEWED AND APPROVED A COMPENSATION PHILOSOPHY AND SYSTEM FOR ALLIANCE DEFENDING FREEDOM IN 2003. ALL EMPLOYEE COMPENSATION, INCLUDING THE CEO'S COMPENSATION, IS ADMINISTERED WITHIN THE BOARD-APPROVED COMPENSATION SYSTEM WHICH IS EVALUATED AND UPDATED AGAINST INDEPENDENT MARKET SOURCES EVERY TWO TO THREE YEARS. THE GOVERNING BOARD CONDUCTS AN ANNUAL EVALUATION OF THE CEO'S PERFORMANCE IN LIGHT OF PRE-DETERMINED, MUTUALLY AGREED UPON RESULTS AND OUTCOMES. ANY ANNUAL MERIT INCREASE TO THE CEO'S COMPENSATION IS BASED ON THE CEO'S PERFORMANCE, IS APPROVED BY THE GOVERNING BOARD, AND IS WITHIN THE RANGE OF MERIT INCREASES AVAILABLE TO ANY OTHER EMPLOYEE OF ALLIANCE DEFENDING FREEDOM. IN ADDITION, THE GOVERNING BOARD ENGAGES IN THE ANNUAL PRACTICE OF ESTABLISHING THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" OF THE CEO'S COMPENSATION AND OTHER EXECUTIVES' COMPENSATION ACCORDING TO IRS RECOMMENDED GUIDELINES. THE PROCESS WAS LAST UNDERTAKEN FOR ALL POSITIONS IN 2012. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF ITNEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. HOURS DESCRIPTION FORM 990, PART VII, COLUMN B THE FOLLOWING INDIVIDUALS WORKED FOR THE REPORTING ORGANIZATION AND RELATED ORGANIZATION DURING THE TAX YEAR: EDWARD CHRISTIE: ALLIANCE DEFENSE FUND - 5 HOURS/WEEK ALLIANCE DEFENSE FUND FOUNDATION - 1 HOUR/WEEK ALAN E. SEARS: ALLIANCE DEFENSE FUND - 60 HOURS/WEEK ALLIANCE DEFENSE FUND FOUNDATION - 1 HOUR/WEEK WAYNE N. SWINDLER: ALLIANCE DEFENSE FUND - 55 HOURS/WEEK ALLIANCE DEFENSE FUND FOUNDATION - 1 HOUR/WEEK CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 61,008. PRIOR PERIOD ADJUSTMENTS: -1,919. TOTAL TO FORM 990, PART XI, LINE 5: 59,089. 15100 LLC 15100 N 90TH STREET SCOTTSDALE AZ 85260 OWN REAL PROPERTY AZ 417014 14160114 N/A 15100 SOLAR LTD 15100 N 90TH STREET SCOTTSDALE AZ 85260 OWN AND OPERATE SOLAR ENERGY PROJECT AZ 0 968871 N/A ALLIANCE DEFENSE FUND FOUNDATION 15100 N 90TH STREET SCOTTSDALE AZ 85260 861158500 PUBLIC BENEFIT CORPORATION AZ 501(C)(3) LINE 7 ALLIANCE DEFENSE FUND INC 1 ADF RABBI TRUST 15100 N 90TH STREET SCOTTSDALE AZ 85260 RETIREMENT FUNDING AZ ALLIANCE DEFENSE FUND T 567 375000 1.00000 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 ADF RABBI TRUST B 375000 15100 LLC Q 647291 ADF FOUNDATION B 1439541