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ObjectId: 202101339349302205 - Submission: 2021-05-13
TIN: 54-1660459
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
19
Open to Public Inspection
Name of the organization
Alliance Defending Freedom
Employer identification number
54-1660459
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First-class or charter travel
Housing allowance or residence for personal use
Travel for companions
Payments for business use of personal residence
Tax idemnification and gross-up payments
Health or social club dues or initiation fees
Discretionary spending account
Personal services (e.g., maid, chauffeur, chef)
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain
.........
1b
Yes
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a?
..
2
Yes
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
Compensation committee
Written employment contract
Independent compensation consultant
Compensation survey or study
Form 990 of other organizations
Approval by the board or compensation committee
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment?
.............
4a
Yes
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan?
.........
4b
No
c
Participate in, or receive payment from, an equity-based compensation arrangement?
.........
4c
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization?
....................
5a
No
b
Any related organization?
.......................
5b
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
..................
6a
No
b
Any related organization?
......................
6b
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III
............
7
Yes
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III
..........................
8
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)?
.........................
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019
Page 2
Schedule J (Form 990) 2019
Page
2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note.
The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A)
Name and Title
(B)
Breakdown of W-2 and/or 1099-MISC compensation
(C)
Retirement and other deferred compensation
(D)
Nontaxable
benefits
(E)
Total of columns
(B)(i)-(D)
(F)
Compensation in column (B) reported as deferred on prior Form 990
(i)
Base
compensation
(ii)
Bonus & incentive
compensation
(iii)
Other
reportable compensation
1
Alan Sears
Founder
(i)
(ii)
315,009
-------------
0
0
-------------
0
488,972
-------------
0
11,200
-------------
0
15,231
-------------
0
830,412
-------------
0
0
-------------
0
2
Michael Farris
President and CEO
(i)
(ii)
422,221
-------------
0
27,760
-------------
0
5,480
-------------
0
11,200
-------------
0
15,547
-------------
0
482,208
-------------
0
0
-------------
0
3
Wayne Swindler
EVP Finance & Administration
(i)
(ii)
238,378
-------------
0
29,172
-------------
0
1,542
-------------
0
11,089
-------------
0
23,453
-------------
0
303,634
-------------
0
0
-------------
0
4
Kristen Waggoner
General Counsel
(i)
(ii)
259,903
-------------
0
5,000
-------------
0
373
-------------
0
10,817
-------------
0
20,487
-------------
0
296,580
-------------
0
0
-------------
0
5
Tim Chandler
Sr. Counsel, SVP of Alliance Adv
(i)
(ii)
241,041
-------------
0
3,850
-------------
0
228
-------------
0
10,033
-------------
0
18,179
-------------
0
273,331
-------------
0
0
-------------
0
6
Mark Crozet
SVP of Development (Part Year)
(i)
(ii)
237,849
-------------
0
3,850
-------------
0
1,005
-------------
0
9,390
-------------
0
22,840
-------------
0
274,934
-------------
0
0
-------------
0
7
Brett Harvey
Sr. Counsel, VP of Allied Legal Affa
(i)
(ii)
225,508
-------------
0
2,000
-------------
0
279
-------------
0
9,390
-------------
0
22,840
-------------
0
260,017
-------------
0
0
-------------
0
8
Lisa Reschetnikow
ADF Foundation Pres/Corp Gen Couns
(i)
(ii)
216,045
-------------
0
13,850
-------------
0
445
-------------
0
0
-------------
0
16,409
-------------
0
246,749
-------------
0
0
-------------
0
9
Jeffrey Ventrella
Sr. Counsel, SVP of Training
(i)
(ii)
209,291
-------------
0
1,000
-------------
0
1,309
-------------
0
8,774
-------------
0
23,087
-------------
0
243,461
-------------
0
0
-------------
0
10
David Cortman
Sr. Counsel, VP of U.S. Litigation
(i)
(ii)
202,373
-------------
0
7,500
-------------
0
820
-------------
0
8,756
-------------
0
23,547
-------------
0
242,996
-------------
0
0
-------------
0
11
Jeremy Tedesco
Sr. Counsel, VP of U.S. Advocacy
(i)
(ii)
204,718
-------------
0
9,379
-------------
0
279
-------------
0
6,784
-------------
0
20,487
-------------
0
241,647
-------------
0
0
-------------
0
12
Gary McCaleb
Former Officer
(i)
(ii)
201,538
-------------
0
0
-------------
0
1,988
-------------
0
8,429
-------------
0
16,408
-------------
0
228,363
-------------
0
0
-------------
0
13
Glen Lavy
Corporate Counsel
(i)
(ii)
187,703
-------------
0
1,000
-------------
0
2,092
-------------
0
7,641
-------------
0
15,547
-------------
0
213,983
-------------
0
0
-------------
0
14
Tony Johnson
SVP of Operations & Direct Response
(i)
(ii)
161,936
-------------
0
2,750
-------------
0
134
-------------
0
6,738
-------------
0
19,187
-------------
0
190,745
-------------
0
0
-------------
0
15
Lance Bauslaugh
SVP of Development
(i)
(ii)
156,713
-------------
0
5,000
-------------
0
133
-------------
0
0
-------------
0
22,547
-------------
0
184,393
-------------
0
0
-------------
0
16
Amy Shepard
Former Key Employee
(i)
(ii)
107,533
-------------
0
0
-------------
0
400
-------------
0
4,636
-------------
0
16,344
-------------
0
128,913
-------------
0
0
-------------
0
Schedule J (Form 990) 2019
Page 3
Schedule J (Form 990) 2019
Page
3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference
Explanation
Part I, Line 1a
Of course, like most organizations in the world, travel in this reporting period has been greatly limited and curtailed due to the pandemic. First-class travel may be provided to employees for air travel of extended length, frequent travel, and/or when availability of reservations is limited to first-class (which is rare and infrequent). Typically, such travel is at no additional expense due to airline frequent flyer programs which allow upgrades to first-class travel, or first-class travel is available at low cost due to airline travel status. All employer paid travel is for the convenience and business purpose of the organization, and is not treated as taxable income to the employee. The organization is also sensitive to maintaining the health, longevity, and well-being of employees who are required to travel frequently to fulfill the responsibilities and duties of their positions. Travel for companions is provided when the companion's attendance at meetings, conferences, and events has a bona fide business purpose to the organization. This is not treated as taxable compensation. These expenses are not limited to officers, key employees, and highly compensated individuals, but are available to all employees in the situations described.
Part I, Line 4a
Alan Sears is the founding President, CEO, and General Counsel of Alliance Defending Freedom. In September 1993 Mr. Sears became ADF's first employee and opened the first ADF office with $4,700 in the bank. Mr. Sears dedicated himself to building ADF from a start-up organization, and after successfully leading ADF to achieve tremendous growth and world-wide impact, Mr. Sears formally announced to the ADF Board of Directors in 2016 his desire to step down. Mr. Sears entered into a separation agreement with the Board that guaranteed Mr. Sears would remain at ADF in the role of Founder to ensure the orderly and successful transition to the new ADF President and CEO, and to honor Mr. Sears for his 23 years of sacrificial and extraordinary service to ADF. Michael Farris succeeded Mr. Sears at the beginning of 2017 and Mr. Sears remained at ADF until July 31, 2019. Reported in this Form 990, is Mr. Sears' partial compensation for 2019, and the first of two installments (in the amount of $485,633) in accordance with the terms of the separation agreement.
Part I, Line 7
Discretionary bonuses were awarded to employees as part of an organization-wide merit performance award program.
Schedule J (Form 990) 2019
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