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FCNL EDUCATION FUND: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FCNL EDUCATION FUND (EIN 52-1254489)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-10-24
IRS object ID
202222979349300407
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-24T07:15:10-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN111986323PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARCUM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11899 L STREET NW SUITE 850AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521254489EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FCNL EDUCATION FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFCNLBusinessNameControlTxt
Phone2025476000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 2ND STREET NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES T SWINDELLPersonNm
Person TitleASSOC. GEN. SECRETARY -FIN &ADPersonTitleTxt
Phone2025476000PhoneNum
Signature2022-10-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastSWINDELLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK H SMITHPreparerPersonNm
PTINP00639053PTIN
Phone2022274000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Principal OfficerBRIDGET MOIXPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 2ND STREET NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,406,477GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressFCNL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1982FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTO EDUCATE THE PUBLIC ABOUT CONCERNS FOR PEACE, JUSTICE AND THE ENVIRONMENT.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers3800TotalVolunteersCnt
Total Gross UBI-$739TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,940,189PYContributionsGrantsAmt
CY Contributions Grants$4,346,199CYContributionsGrantsAmt
PY Program Service Revenue$500PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,512,245PYInvestmentIncomeAmt
CY Investment Income$2,472,332CYInvestmentIncomeAmt
PY Other Revenue-$109,128PYOtherRevenueAmt
CY Other Revenue-$56,521CYOtherRevenueAmt
PY Total Revenue$6,343,806PYTotalRevenueAmt
CY Total Revenue$6,762,010CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,324,527PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,547,011CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$44,580PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,130,891CYTotalFundraisingExpenseAmt
PY Other Expenses$1,774,769PYOtherExpensesAmt
CY Other Expenses$1,941,915CYOtherExpensesAmt
PY Total Expenses$4,143,876PYTotalExpensesAmt
CY Total Expenses$4,488,926CYTotalExpensesAmt
PY Revenues Less Expenses$2,199,930PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,273,084CYRevenuesLessExpensesAmt
Total Assets BOY$30,500,006TotalAssetsBOYAmt
Total Assets EOY$36,868,775TotalAssetsEOYAmt
Total Liabilities BOY$4,088,332TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,374,283TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$26,411,674NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$33,494,492NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE FCNL EDUCATION FUND (THE EDUCATION FUND)'S RESEARCH, ANALYSIS, AND EDUCATIONAL WORK INFORM MEMBERS OF THE PUBLIC AND GOVERNMENT LEADERS ABOUT ISSUES OF PEACE, JUSTICE, AND ENVIRONMENTAL STEWARDSHIP THAT ARE OF CONCERN TO THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS).MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,437,848ExpenseAmt
DescADVOCACY AND OUTREACH: THE EDUCATION FUND WORKS WITH A NETWORK OF SOME 60,000 PEOPLE FROM ALL OVER THE COUNTRY TO EDUCATE, ENCOURAGE, AND TRAIN PEOPLE TO BE INVOLVED IN THE DEMOCRATIC PROCESSES AND TO EDUCATE CITIZENS ABOUT PUBLIC POLICY INITIATIVES. THROUGH COMMUNICATIONS (SUCH AS NEWSLETTERS, WEB SITE, EMAILS, SOCIAL MEDIA POSTS, AND TELEPHONE CALLS) AND TRAVEL AROUND THE COUNTRY, THE EDUCATION FUND TRAINS PEOPLE IN EFFECTIVE AND TIMELY ADVOCACY FOR PEACE AND JUSTICE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,132,773ExpenseAmt
DescLEGISLATIVE AND EDUCATIONAL ACTIVITIES: THE EDUCATION FUND ANALYZES EXISTING AND PROPOSED FEDERAL GOVERNMENT POLICIES THAT HAVE AN IMPACT ON THE LIVES OF EVERYONE IN THE UNITED STATES. THE EDUCATION FUND RESEARCHES AND WRITES ABOUT GOVERNMENT'S ROLE IN PROGRAMS THAT ALLEVIATE POVERTY AND ADDRESS PRESSING HUMAN AND COMMUNITY NEEDS, SUCH AS FOOD, HOUSING, HEALTH CARE, EDUCATION, AND OPPORTUNITIES FOR MEANINGFUL EMPLOYMENT. THE EDUCATION FUND INFORMS CONGRESS AND THE PUBLIC ABOUT THE IMPORTANCE OF REDUCTIONS IN THE OVERALL MILITARY BUDGET AND IN WORLDWIDE U.S. MILITARY OPERATIONS AND SHIFTING FUNDS TO HUMAN NEEDS AND TRUE HUMAN SECURITY. THE EDUCATION FUND SUPPORTS COMMON-SENSE REFORMS OF U.S. IMMIGRATION POLICY THAT RESPECTS THE RIGHTS AND DIGNITY OF ALL IMMIGRANTS, DEMONSTRATES COMPASSION FOR FAMILIES, AND PROTECTS CHILDREN, ASYLUM SEEKERS, AND OTHER VULNERABLE PERSONS. THE EDUCATION FUND SEEKS TO INFORM CONSTITUENTS ABOUT POSSIBLE REFORMS IN CAMPAIGN FINANCE LAWS THAT WOULD INCREASE PARTICIPATION AND FAITH IN OUR DEMOCRATIC PROCESSES, AND THAT COULD REDUCE THE EXCESSIVE INFLUENCE OF LARGE POLITICAL CAMPAIGN CONTRIBUTIONS. THE EDUCATION FUND WORKS TO PROVIDE INFORMATION ABOUT CHANGES IN MASS INCARCERATION, REFORMS IN FEDERAL SENTENCING LAWS AND THE PROBLEMS ASSOCIATED WITH THE MILITARIZATION OF LOCAL LAW ENFORCEMENT. THE EDUCATION FUND GENERALLY WORKS ON EACH OF THESE ISSUES THROUGH COALITIONS WITH OTHER FAITH BASED GROUPS AND OTHER PARTNER ORGANIZATIONS.THE EDUCATION FUND EDUCATES POLICYMAKERS IN WASHINGTON, AND WORKS WITH AN INFORMED GRASSROOTS CONSTITUENCY OF SOME 60,000 PEOPLE AROUND THE COUNTRY TO STRENGTHEN CIVILIAN CAPACITIES FOR DIPLOMACY, DEVELOPMENT, AND INTERNATIONAL COOPERATION, WHILE CURBING AND REVERSING THE MILITARIZATION OF U.S. FOREIGN POLICY.THE EDUCATION FUND ANALYZES THE FEDERAL BUDGET AND COMPARES IT TO THE NATION'S NEEDS. WE RESEARCH THE APPLICATION OF CURRENT POLICIES IN VARIOUS COUNTRIES, SOMETIMES BY TRAVELLING TO MEET WITH NON-GOVERNMENTAL ORGANIZATIONS AND INDIVIDUALS IN THOSE COUNTRIES. WE INFORM CONGRESS AND THE PUBLIC ABOUT THE IMPORTANCE OF REDUCTIONS IN THE OVERALL MILITARY BUDGET AND IN WORLDWIDE U.S. MILITARY OPERATIONS. WE ANALYZE AND INFORM ON THE JOINT AID, CIVILIAN PEACE BUILDING, AND REGIONAL DEMOCRACY, ESPECIALLY IN THE MIDDLE EAST AND AFRICA. AS A REFLECTION OF OUR VALUES, WE PROMOTE SUSTAINED DIPLOMATIC NEGOTIATIONS WITH ALL OF THE COUNTRIES IN THE MIDDLE EAST REGION AND SUSTAINED U.S. DEVELOPMENT AID THROUGH INTERNATIONAL ORGANIZATIONS.THE EDUCATION FUND WORKS TO PROMOTE AND PRESERVE TRIBAL SOVEREIGNTY OF INDIGENOUS PEOPLE WITHIN THE UNITED STATES. WE EDUCATE CONSTITUENTS ABOUT PUBLIC POLICY INITIATIVES THAT RESPECT THEIR RIGHTS, PROMOTE THEIR WELL-BEING, HONOR TREATY COMMITMENTS, AND FOSTER UNDERSTANDING. THE PROGRAM DISTRIBUTES MONTHLY EMAIL UPDATES ON FEDERAL ISSUES RELATED TO NATIVE AMERICANS. THE PROGRAM SERVES AS AN INFORMATION HUB FOR INTERFAITH COLLEAGUE ORGANIZATIONS.THE EDUCATION FUND INFORMS CONGRESS AND THE PUBLIC ABOUT THE URGENCY OF TAKING MEASURES TO COUNTER GLOBAL CLIMATE CHANGE AND ASSIST THREATENED HUMAN POPULATIONS AT HOME AND ABROAD. WE PROMOTE REDUCTIONS IN U.S. GREENHOUSE GAS EMISSIONS THROUGH REGULATION AND INCENTIVES FOR ENERGY CONSERVATION AND EFFICIENCY, ACCELERATED DEVELOPMENT AND USE OF RENEWABLE ENERGY RESOURCES, SUSTAINABLE AGRICULTURE, PUBLIC TRANSPORTATION, AND OTHER EFFECTIVE MEANS. WE EDUCATE CONSTITUENTS ABOUT CRITICAL AND INTERCONNECTED RELATIONSHIPS OF ENERGY, ENVIRONMENT, WAR, MILITARY SPENDING, THE NATION'S BUDGET AND THE CAPACITY OF THE UNITED STATES TO MEET DOMESTIC HUMAN NEEDS AND TO INVEST IN THE WELL-BEING OF VULNERABLE POPULATIONS ABROAD. THE FCNL EDUCATION FUND IS LOCATED ON CAPITOL HILL IN A LEED-CERTIFIED GREEN BUILDING DEVELOPED TO DEMONSTRATE OUR WITNESS FOR SUSTAINABLE ENERGY.THE EDUCATION FUND, THROUGH ITS QUAKER NUCLEAR DISARMAMENT PROGRAM, MAINTAINS CURRENT AND RELEVANT INFORMATION ABOUT NUCLEAR NONPROLIFERATION, EDUCATES CONGRESS ABOUT THAT TOPIC, PROVIDES A REGULAR CALENDAR OF EVENTS RELATED TO DISARMAMENT AND NONPROLIFERATION ISSUES THAT IS DISTRIBUTED TO MORE THAN 10,000 POLICY MAKERS IN WASHINGTON, DC AND AROUND THE WORLD, AND DISTRIBUTES FACT-BASED ANALYSES OF DANGERS POSED BY NUCLEAR WAR.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$147,826ExpenseAmt
DescYOUNG ADULT PROGRAM: THE EDUCATION FUND'S WORK SUPPORTS THE SPECIFIC PROGRAM AREAS DESCRIBED IN THE OTHER PARTS OF THIS DOCUMENT BY PROVIDING EDUCATIONAL OPPORTUNITIES ABOUT OUR ISSUES TO A VARIETY OF CONSTITUENTS. IN ADDITION, THE EDUCATION FUND ENGAGES YOUNG ADULTS IN SEVERAL PROGRAMS THAT PROVIDE FORMATION AS LEADERS AND ADVOCATES FOR A MORE PEACEFUL AND JUST WORLD.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,718,447TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document41IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJAMES T SWINDELLPersonNm
Phone2025476000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 2ND STREET NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
DIANE RANDALL
GENERAL SECRETARY23.0017.00Yes (X)Yes (X)$102,981$79,254$30,733
JIM CASON
ASSO. GEN. SECR.-STRAT. ADVOCACY24.0016.00$87,941$57,464$21,291Yes (X)
ADLAI AMOR
ASSO. GEN. SECR.-COMMUNICATIONS23.0017.00$77,984$60,017$17,176Yes (X)
JAMES T SWINDELL
ASSO. GEN. SEC.- FINANCE & ADMIN23.0017.00Yes (X)$74,377$57,240$22,177
DIANA OHLBAUM
LEGISLATIVE DIRECTOR24.0016.00$74,753$51,200$16,152Yes (X)
STEPHEN DONAHOE
DIRECTOR OF DEVELOPMENT23.0017.00$66,529$52,895$20,408Yes (X)
TONYA CHILDERS
HR DIRECTOR23.0017.00$68,730$48,847$14,126Yes (X)
REBECCA BERGUS
TREASURER1.501.00Yes (X)Yes (X)$0$0$0
RON FERGUSON
CLERK1.502.50Yes (X)Yes (X)$0$0$0
MARY LOU HATCHER
ASSISTANT CLERK1.502.50Yes (X)Yes (X)$0$0$0
ABIGAIL ADAMS
BOARD MEMBER1.502.50Yes (X)$0$0$0
JONATHAN BROWN
BOARD MEMBER1.002.00Yes (X)$0$0$0
ERNIE BUSCEMI
BOARD MEMBER1.001.00Yes (X)$0$0$0
MEGAN FAIR
BOARD MEMBER1.002.00Yes (X)$0$0$0
JANE HILES
BOARD MEMBER1.002.00Yes (X)$0$0$0
WILLIAM HOBSON
BOARD MEMBER1.001.00Yes (X)$0$0$0
EBBY LUVAGA
BOARD MEMBER1.002.00Yes (X)$0$0$0
DOUG MCCOWN
BOARD MEMBER1.002.00Yes (X)$0$0$0
LYNN OBERFIELD
BOARD MEMBER1.002.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$553,295TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$406,917TotReportableCompRltdOrgAmt
Total Other Compensation$142,063TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
FREEDOM ROAD LLC
1307 S 17TH STREETPHILADELPHIAPA19146DIVERSITY, EQUITY & INCLUSION CONS.$226,628
RAD CAMPAIGN LLC
3205 MILITARY ROAD NWWASHINGTONDC20015WEBSITE CREATION AND MAINTENANCE$160,335
BLACKBAUD INC
PO BOX 844827BOSTONMA022844827FUNDRAISING AND ACCOUNTING SYSTEM SW$135,673
DISTRICT CREATIVE PRINTING
6350 FALLARD DRIVEUPPER MARLBOROMD20772FUNDRAISING MATERIAL PRODU.& DISTRIBUTOR$118,335
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Government Grants$344,435GovernmentGrantsAmt
All Other Contributions$4,001,764AllOtherContributionsAmt
Noncash Contributions$261,345NoncashContributionsAmt
Total Contributions$4,346,199TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$305,018TotalRevenueColumnAmt
Exclusion$305,018ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$214TotalRevenueColumnAmt
Exclusion$214ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$75,438RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$141,341RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$65,903RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$65,903TotalRevenueColumnAmt
Unrelated Business Revenue-$739UnrelatedBusinessRevenueAmt
Exclusion-$65,164ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,670,440SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,503,126SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,167,314SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,167,314TotalRevenueColumnAmt
Exclusion$2,167,314ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$9,168TotalRevenueColumnAmt
Exclusion$9,168ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$9,168OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,762,010TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$739UnrelatedBusinessRevenueAmt
Exclusion$2,416,550ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$208,263TotalAmt
Program Services$135,371ProgramServicesAmt
Management And General$31,239ManagementAndGeneralAmt
Fundraising$41,653FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,980,986TotalAmt
Program Services$874,005ProgramServicesAmt
Management And General$626,698ManagementAndGeneralAmt
Fundraising$480,283FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$21,457TotalAmt
Program Services$7,051ProgramServicesAmt
Management And General$10,779ManagementAndGeneralAmt
Fundraising$3,627FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$158,666TotalAmt
Program Services$67,898ProgramServicesAmt
Management And General$62,434ManagementAndGeneralAmt
Fundraising$28,334FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$177,639TotalAmt
Program Services$79,840ProgramServicesAmt
Management And General$65,707ManagementAndGeneralAmt
Fundraising$32,092FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,247TotalAmt
Management And General$1,703ManagementAndGeneralAmt
Fundraising$544FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$33,392TotalAmt
Management And General$33,392ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$183,189TotalAmt
Management And General$183,189ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$469,459TotalAmt
Program Services$215,529ProgramServicesAmt
Management And General$225,329ManagementAndGeneralAmt
Fundraising$28,601FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$62,060TotalAmt
Program Services$50,676ProgramServicesAmt
Management And General$11,384ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$98,546TotalAmt
Program Services$49,802ProgramServicesAmt
Management And General$22,708ManagementAndGeneralAmt
Fundraising$26,036FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$103,958TotalAmt
Program Services$17,093ProgramServicesAmt
Management And General$65,534ManagementAndGeneralAmt
Fundraising$21,331FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$326,715TotalAmt
Program Services$205,087ProgramServicesAmt
Management And General$52,223ManagementAndGeneralAmt
Fundraising$69,405FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$31,042TotalAmt
Program Services$17,104ProgramServicesAmt
Management And General$11,493ManagementAndGeneralAmt
Fundraising$2,445FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$375,923TotalAmt
Management And General$375,923ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRINTING$168,014$116,899$7,544$43,571
DUES & SUBSCRIPTIONS$48,542$34,248$10,198$4,096
TAXES & LICENSES$38,000$64$30,771$7,165
LIST MANAGEMENT$828$828

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Program Services$847,780ProgramServicesAmt
Management And General-$1,188,660ManagementAndGeneralAmt
Fundraising$340,880FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,488,926TotalAmt
Program Services$2,718,447ProgramServicesAmt
Management And General$639,588ManagementAndGeneralAmt
Fundraising$1,130,891FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,365,515BOYAmt
EOY$705,411EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,906,012BOYAmt
EOY$670,614EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,270,866BOYAmt
EOY$840,121EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$104,096BOYAmt
EOY$146,445EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$11,409,577LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,534,452LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,255,446BOYAmt
EOY$6,875,125EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$16,386,937BOYAmt
EOY$24,276,717EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$182,814BOYAmt
EOY$276,504EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,028,320BOYAmt
EOY$3,077,838EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$30,500,006BOYAmt
EOY$36,868,775EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$94,930BOYAmt
EOY$132,486EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$658,583BOYAmt
EOY$182,712EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,334,819BOYAmt
EOY$3,059,085EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,088,332BOYAmt
EOY$3,374,283EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,332,497BOYAmt
EOY$19,159,452EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,079,177BOYAmt
EOY$14,335,040EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,411,674BOYAmt
EOY$33,494,492EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$30,500,006BOYAmt
EOY$36,868,775EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,273,084ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,426,193NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$383,541OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,404,354CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,788,703CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,792,612CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,940,189CurrentTaxYearMinus1YearAmt
Current Tax Year$4,346,199CurrentTaxYearAmt
Total$20,272,057TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,404,354CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,788,703CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,792,612CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,940,189CurrentTaxYearMinus1YearAmt
Current Tax Year$4,346,199CurrentTaxYearAmt
Total$20,272,057TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,524,575SubstantialContributorsTotAmt
Public Support Total170$17,747,482PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$345,549CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$870,305CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$366,514CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$404,173CurrentTaxYearMinus1YearAmt
Current Tax Year$380,670CurrentTaxYearAmt
Total$2,367,211TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,458CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year$4,380CurrentTaxYearMinus1YearAmt
Current Tax Year$9,168CurrentTaxYearAmt
Total$15,006TotalAmt
FieldValueIRS element (for citing)
Total Support$22,654,274TotalSupportAmt
Gross Receipts Rltd Activities$7,128GrossReceiptsRltdActivitiesAmt
Public Support CY1700.78340PublicSupportCY170Pct
Public Support PY1700.80580PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS - 2016 AMOUNT: $ 1,458. 2019 AMOUNT: $ 4,380. 2020 AMOUNT: $ 9,168.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,488,926FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,488,926FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$374,446FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$93,612FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$355,996CurrentYearMinus3Amt
Current Year Minus2$333,010CurrentYearMinus2Amt
Current Year Minus1$345,282CurrentYearMinus1Amt
Current Year$374,446CurrentYearAmt
Total$1,408,734TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$2,113,101LobbyingCeilingAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$88,999CurrentYearMinus3Amt
Current Year Minus2$83,253CurrentYearMinus2Amt
Current Year Minus1$86,321CurrentYearMinus1Amt
Current Year$93,612CurrentYearAmt
Total$352,185TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$528,278GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,665,727BeginningYearBalanceAmt
Contributions$11,090ContributionsAmt
Investment Earnings Or Losses$4,254,989InvestmentEarningsOrLossesAmt
Other Expenditures$313,328OtherExpendituresAmt
End Year Balance$10,618,478EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,793,470BeginningYearBalanceAmt
Contributions$178,399ContributionsAmt
Investment Earnings Or Losses$9,278InvestmentEarningsOrLossesAmt
Other Expenditures$315,420OtherExpendituresAmt
End Year Balance$6,665,727EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,053,597BeginningYearBalanceAmt
Contributions$640,718ContributionsAmt
Investment Earnings Or Losses$380,197InvestmentEarningsOrLossesAmt
Other Expenditures$281,042OtherExpendituresAmt
End Year Balance$6,793,470EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,052,798BeginningYearBalanceAmt
Contributions$4,028ContributionsAmt
Investment Earnings Or Losses$259,635InvestmentEarningsOrLossesAmt
Other Expenditures$262,864OtherExpendituresAmt
End Year Balance$6,053,597EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,142,831BeginningYearBalanceAmt
Contributions$462,323ContributionsAmt
Investment Earnings Or Losses$629,499InvestmentEarningsOrLossesAmt
Other Expenditures$181,855OtherExpendituresAmt
End Year Balance$6,052,798EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.63550BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.36450PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$589,933OtherCostOrOtherBasisAmt
Book Value$589,933BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,747,719OtherCostOrOtherBasisAmt
Depreciation$3,717,997DepreciationAmt
Book Value$6,029,722BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$950,846OtherCostOrOtherBasisAmt
Depreciation$772,713DepreciationAmt
Book Value$178,133BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$121,079OtherCostOrOtherBasisAmt
Depreciation$43,742DepreciationAmt
Book Value$77,337BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,875,125TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
CASH SURRENDER VALUE OF LIFE INSURANCE$23,131
DEPOSITS$40,480
ACCRUED INTEREST RECEIVABLE$33,679
DUE FORM AFFILIATE$2,980,548
FieldValueIRS element (for citing)
Total Book Value Other Assets$3,077,838TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
PLANNED GIVING AGREEMENT OBLIGATIONS$2,979,986
DEFERRED RENT AND LEASE INCENTIVE$73,674
SECURITY DEPOSITS$5,425
FieldValueIRS element (for citing)
Total Liability$3,059,085TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE EDUCATION FUND'S POLICY, PRACTICE AND INTENTION IS TO INVEST ENDOWMENT FUNDS IN ACCORDANCE WITH ITS INVESTMENT POLICY, AND TO ANNUALLY HARVEST 5% OF A THREE - YEAR AVERAGE BALANCE OF THE ENDOWMENTS. THE ANNUAL HARVESTED AMOUNTS ARE AND WILL BE USED FOR THE PROGRAMMATIC PURPOSES STATED FOR EACH OF THE INDIVIDUAL COMPONENT ENDOWMENTS. THESE INCLUDE PROGRAMS SUPPORTING INTERN AND OTHER YOUTH INVOLVEMENT PROGRAMS, THE FRIEND IN WASHINGTON AND OTHER VOLUNTEER PROGRAMS, WORK SUPPORTING NATIVE AMERICAN ISSUES, AND ALSO FOR GENERAL PURPOSES.
PART X, LINE 2:THE EDUCATION FUND PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED JUNE 30, 2021, AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DIANE RANDALL
GENERAL SECRETARY$102,981$79,254$0$0$0$0$8,753$6,737$8,614$6,629$120,348$92,620$0$0
JIM CASON
ASSO. GEN. SECR.-STRAT. ADVOCACY$87,941$57,464$0$0$0$0$7,475$4,884$5,402$3,530$100,818$65,878$0$0
ADLAI AMOR
ASSO. GEN. SECR.-COMMUNICATIONS$77,984$60,017$0$0$0$0$6,629$5,102$3,077$2,368$87,690$67,487$0$0
JAMES T SWINDELL
ASSO. GEN. SEC.- FINANCE & ADMIN$74,377$57,240$0$0$0$0$4,549$3,501$7,983$6,144$86,909$66,885$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE EDUCATION FUND DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF THE FRIENDS COMMITTEE ON NATIONAL LEGISLATION (FCNL), A RELATED ORGANIZATION EXEMPT UNDER SECTION 501(C)(4). WHEN HIRING THE GENERAL SECRETARY AND THEREAFTER FOR AT LEAST EVERY FIVE YEARS, THE FCNL EXECUTIVE COMMITTEE WILL PERFORM A THOROUGH REVIEW TO DETERMINE SUITABLE COMPENSATION. THE PROCESS IS TO INCLUDE A REVIEW OF COMPARABILITY DATA BY THE EXECUTIVE COMMITTEE. COMPARABILITY DATA MAY INCLUDE COMPENSATION SURVEYS AND 990S OF SIMILAR ORGANIZATIONS.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution15ContributionCnt
Noncash Contributions Rpt F990$261,345NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):THE EDUCATION FUND REPORTS THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B).
PART I, LINE 32B:OUR GIFT ACCEPTANCE POLICY REQUIRES THE APPROVAL BY COMMITTEE OF ANY GIFT THAT IS NOT GIVEN IN CASH, STOCK OR MUTUAL FUND FORM. WE RECEIVED A GIFT OF A PERSONAL RESIDENCE WITH SPECIFIC INSTRUCTIONS AS TO THE PROCEEDS WHEN SOLD. THE RECEIPT OF THE GIFT AND SUBSEQUENT ALLOCATION OF FUNDS WAS APPROVED BY THE GIFT ACCEPTANCE COMMITTEE AND EXECUTIVE COMMITTEE OF THE BOARD.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LETTER B: AMENDED RETURNFOLLOWING CHANGES WERE MADE ON THE AMENDED FEDERAL FORM 990 BASED ON THE FINAL AUDITED FINANCIAL STATEMENTS WHICH WAS FINALIZED AFTER THE ORIGINAL FEDERAL FORM 990 WAS FILED: - PART IX - SCHEDULE J, PART I, LINE 3 - SCHEDULE R, PART V
FORM 990, PART VI, SECTION A, LINE 7ATHE EDUCATION FUND IS GOVERNED BY A BOARD WHICH IS APPOINTED BY THE EXECUTIVE COMMITEE OF THE FRIENDS COMMITTEE ON NATIONAL LEGISLATION(FCNL), A RELATED ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11BPRIOR TO SUBMISSION, THE CLERK OF THE FINANCE COMMITTEE AND THE TREASURER OF FCNL EDUCATION FUND REVIEW THE DRAFT FORM 990 FOR THE FCNL EDUCATION FUND. ONCE THAT REVIEW IS COMPLETED, NOTICE WILL BE SENT TO THE FULL FINANCE COMMITTEE AND THE FCNL EDUCATION FUND BOARD OF DIRECTORS INFORMING THEM THAT THE DRAFT IS AVAILABLE FOR A MINIMUM OF THREE DAYS FOR THEIR EXAMINATION. THE FORM WILL NOT BE FILED UNTIL ALL STEPS OF THIS REVIEW HAVE BEEN COMPLETED. THE FINANCE COMMITTEE AND THE FCNL EDUCATION FUND BOARD SHALL RECEIVE A REPORT OF THE REVIEW AND THE FILING OF THE FORM AT THEIR NEXT REGULAR MEETING.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS DISCUSSED ANNUALLY BY THE EDUCATION FUND BOARD OF DIRECTORS AT THE FIRST MEETING OF THE CALENDAR YEAR AND IF NEEDED AT OTHER TIMES DURING THE YEAR. AT THIS FIRST MEETING OF THE YEAR, EACH BOARD MEMBER RECEIVES A COPY OF THE POLICY TO READ AND SIGN. AT THIS POINT A MEMBER SHOULD ALSO LIST ANY CONFLICTS OF WHICH SHE/HE IS AWARE. WHEN AN EDUCATION FUND BOARD MEMBER BECOMES AWARE OF A CONFLICT OF INTEREST, THE MEMBER SHALL GIVE NOTIFICATION IN WRITING TO THE CLERK OR ASSISTANT CLERK. THE CLERK OR ASSISTANT CLERK WILL ADVISE AND ENCOURAGE THE MEMBER REGARDING APPROPRIATE PARTICIPATION IN ALL DISCUSSION, ADVOCACY, AND DECISIONS OF THE EDUCATION FUND BOARD RELATED TO THE SUBJECT OF THE CONFLICT OF INTEREST. THIS POLICY IS ALSO REVIEWED AS A PART OF NEW MEMBER ORIENTATION.
FORM 990, PART VI, SECTION B, LINE 15THE EDUCATION FUND DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF THE FRIENDS COMMITTEE ON NATIONAL LEGISLATION (FCNL), A RELATED ORGANIZATION EXEMPT UNDER SECTION 501(C)(4). WHEN HIRING THE GENERAL SECRETARY AND THEREAFTER FOR AT LEAST EVERY FIVE YEARS, THE FCNL EXECUTIVE COMMITTEE WILL PERFORM A THOROUGH REVIEW TO DETERMINE SUITABLE COMPENSATION. THE PROCESS IS TO INCLUDE A REVIEW OF COMPARABILITY DATA BY THE EXECUTIVE COMMITTEE. COMPARABILITY DATA MAY INCLUDE COMPENSATION SURVEYS AND 990S OF SIMILAR ORGANIZATIONS.
FORM 990, PART VI, SECTION C, LINE 19THE FCNL EDUCATION FUND ANNUAL REPORT, THE FEDERAL FORM 990, THE IRS DETERMINATION LETTER, AND THE CONFLICT OF INTEREST POLICY ARE ALL AVAILABLE TO THE PUBLIC UPON REQUEST. REQUESTS RECEIVED IN WRITING, BY PHONE, FAX, OR E-MAIL WILL BE HONORED BY DIRECTING THE REQUESTORS TO THE FCNL EDUCATION FUND'S WEBSITE (WWW.FCNL.ORG). THE CURRENT FORM 990(NOT INCLUDING SCHEDULE B), THE IRS DETERMINATION LETTER, CONFLICT OF INTEREST POLICY, AND THE ANNUAL REPORT CAN BE FOUND ON THE FCNL EDUCATION FUND'S WEBSITE IN ADOBE FORMAT.
FORM 990, PART IX, LINE 11GCONSULTING FEES: PROGRAM SERVICE EXPENSES 215,529. MANAGEMENT AND GENERAL EXPENSES 225,329. FUNDRAISING EXPENSES 28,601. TOTAL EXPENSES 469,459.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF INTEREST PLANNED GIVING AGREEEMENTS 315,529. OTHER CHANGES IN NET ASSETS 68,012.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1205 C STREET NE LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 2ND STREET NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd
FieldValueIRS element (for citing)
EIN521254489EIN
Primary ActivitiesOWNS, MANAGES, AND LEASES REAL PROPERTYPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1FCNL EDUCATION FUNDBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
FRIENDS COMMITTEE ON NATIONAL LEGISLATION
245 2ND STREET NEWASHINGTONDC20002530178883BRING CONCERNS OF THE RELIGIOUS SOCIETY OF FRIENDS TO BEAR ON PUBLIC POLICYDC501(C)(4)N/A0
WILLIAM PENN HOUSE
515 E CAPITOL ST SEWASHINGTONDC20003520846718TO PROVIDE PROGRAM SUPPORTDC501(C)(3)Yes (1)LINE 10FCNL EDUCATION FUND
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
FRIENDS COMMITTEE ON NATIONAL LEGISLATION
O$2,547,011
FRIENDS COMMITTEE ON NATIONAL LEGISLATION
N$468,056
FRIENDS COMMITTEE ON NATIONAL LEGISLATION
P$2,547,011
FRIENDS COMMITTEE ON NATIONAL LEGISLATION
Q$468,056