2024-05-15T22:36:41-05:00 2023-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 2 BETHESDA METRO CENTER SUITE 420 BETHESDA MD 20814 990 2022-07-01 520846718 WILLIAM PENN HOUSE WILL 2025435560 515 EAST CAPITOL STREET SE WASHINGTON DC 20003 AMINATA TAYLOR ASSISTANT GENERAL SECRETARY 2025435560 2024-05-15 1 AMINATA TAYLOR 999009999 1 EVA MRUK P00543254 3016523464 2024-05-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z FRIENDS PLACE ON CAPITOL HILL BRIDGET MOIX 515 EAST CAPITOL STREET SE WASHINGTON DC 20003 574067 0 X WWW.FRIENDSPLACEDC.ORG X 1993 DC FRIENDS PLACE IS A QUAKER GUEST HOUSE AND LEARNING CENTER THAT OFFERS AFFORDABLE GROUP LODGING, GATHERING SPACE, AND CIVIC ENGAGEMENT PROGRAMMING JUST BLOCKS FROM THE NATION'S CAPITOL. 11 11 0 18 0 0 383853 322570 0 246957 -969 0 99027 4540 481911 574067 0 0 0 0 231637 252160 0 0 0 444579 534773 676216 786933 -194305 -212866 2186884 2315358 1657439 1998779 529445 316579 FRIENDS PLACE ON CAPITOL HILL IS A WELCOMING SPACE THAT OFFERS HOSPITALITY CENTERED IN PEACE, CIVIC EDUCATION, AND JUSTICE-BASED ADVOCACY FOR LEARNERS AND LEADERS OF ALL AGES. 0 0 786933 246957 FRIENDS PLACE PROVIDES A WELCOMING AND INCLUSIVE COMMUNITY FOR LEARNING, SPIRITUAL EXPLORATION, AND RESTORATION IN THE QUAKER TRADITION FOR INDIVIDUALS AND GROUPS TRAVELING TO WASHINGTON, D.C. FOR EDUCATION AND ADVOCACY ON ISSUES OF PEACE BUILDING AND SOCIAL JUSTICE.IN FY21, THE ORIGINAL WILLIAM PENN HOUSE WAS RENAMED FRIENDS PLACE AND UPON REOPENING IN 2022 PROVIDES EDUCATIONAL AND SERVICE PROGRAMS GIVING OPPORTUNITIES TO LEARN AND EXPLORE ISSUES OF SOCIAL JUSTICE THROUGH DIRECT SERVICE ACTIVITIES, DISCUSSIONS WITH COMMUNITY LEADERS AND ACTIVISTS, AND VISITS WITH MARGINALIZED COMMUNITIES IN WASHINGTON, DC AND THE SURROUNDING AREA. 786933 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 0 1 0 0 X X JAMES T SWINDELL 2025435560 515 EAST CAPITOL STREET SE WASHINGTON DC 20003 MICHAEL M FUSON CLERK 1.00 2.00 X X 0 0 0 MARY LOU HATCHER ASSISTANT CLERK 1.00 2.00 X X 0 0 0 RON FERGUSON ASSISTANT CLERK, THRU 11/2022 1.00 2.00 X X 0 0 0 ABIGAIL E ADAMS RECORDING CLERK 1.00 2.00 X X 0 0 0 KAREN TREBER TREASURER 1.00 2.00 X X 0 0 0 STEVE OLSHEVSKI TREASURER, THRU 11/2022 1.00 2.00 X X 0 0 0 JONATHAN W BROWN BOARD MEMBER 1.00 2.00 X 0 0 0 ERNIE BUSCEMI BOARD MEMBER 1.00 2.00 X 0 0 0 MARK R DONOVAN BOARD MEMBER 1.00 2.00 X 0 0 0 THOMAS R GIBIAN BOARD MEMBER 1.00 2.00 X 0 0 0 KATHY GUTHRIE BOARD MEMBER, THRU 11/2022 1.00 2.00 X 0 0 0 DEBORAH HEJL BOARD MEMBER 1.00 2.00 X 0 0 0 JANE HILES BOARD MEMBER 1.00 2.00 X 0 0 0 EBBY LUVAGA BOARD MEMBER, THRU 11/2022 1.00 2.00 X 0 0 0 ANNA MCCORMALLY BOARD MEMBER, THRU 11/2022 1.00 X 0 0 0 DOUG MCCOWN BOARD MEMBER, THRU 11/2022 1.00 2.00 X 0 0 0 LYNN OBERFIELD BOARD MEMBER, THRU 11/2022 1.00 2.00 X 0 0 0 GENIE STOWERS BOARD MEMBER 1.00 2.00 X 0 0 0 BRIDGET MOIX GENERAL SECRETARY 2.00 38.00 X 9540 181264 338 LAUREN BROWNLEE DEPUTY GENERAL SECRETARY, EFF. 7/2022 2.00 38.00 X 3120 59274 121 JAMES T SWINDELL ASSOC GEN. SECR.,FINANCE & ADMIN 2.00 38.00 X 7957 151179 695 ADLAI AMOR ASSOCIATE GENERAL SECRETARY 2.00 38.00 X 7313 138955 618 JAMES CASON PROGRAM DIRECTOR 2.00 38.00 X 6248 118703 767 DIANA OHLBAUM PROGRAM DIRECTOR 2.00 38.00 X 7456 141658 576 STEPHEN DONAHOE ASSOCIATE GENERAL SEC 2.00 38.00 X 6725 127781 525 KEVIN TWILLMAN CONTROLLER 2.00 38.00 X 6265 119038 485 54624 1037852 4125 0 0 1 0 FOUR BROTHERS LLC 4009 GEORGIA AVENUE NW WASHINGTON DC 20011 CONSTRUCTION SERVICES 201249 1 322570 322570 LODGING 900099 246957 246957 246957 MISCELLANEOUS INCOME 900099 4540 4540 4540 574067 246957 0 4540 29864 29864 170489 170489 21752 21752 26192 26192 3863 3863 2317 2317 100 100 44004 44004 1297 1297 337730 337730 4395 4395 3088 3088 84165 84165 REPAIRS & MAINTENANCE 57677 57677 786933 786933 0 0 211229 454092 35800 18550 11901 869 2293076 451331 1927852 1841745 102 102 2186884 2315358 99408 78195 1558031 1920584 1657439 1998779 X 164292 -48574 365153 365153 529445 316579 2186884 2315358 -212866 0 X X 0 1 X 1 0 X 61333 848688 345150 383853 322570 1961594 235874 16275 0 99027 246957 598133 297207 864963 345150 482880 569527 2559727 750000 100000 250000 250000 1350000 0 750000 100000 250000 250000 1350000 1209727 51 31 82 51 31 82 1064 1930 4540 7534 298322 866924 345150 482880 574067 2567343 0.47120 0.69480 0.00000 0.00010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 1,064. 2019 AMOUNT: $ 1,930. 2022 AMOUNT: $ 4,540. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10533 10533 2176402 434291 1742111 106141 17040 89101 1841745 DUE TO AFFILIATE 1920584 1920584 X PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS SUBJECT TO EXAMINATIONS BY APPLICABLE TAXING JURISDICTIONS FOR ALL PERIODS SINCE JUNE 30, 2020. 0 0 0 0 0 0 0 0 0 BRIDGET MOIX GENERAL SECRETARY 9540 181264 0 0 0 0 162 3063 176 3347 9878 187674 0 0 JAMES T SWINDELL ASSOC GEN. SECR.,FINANCE & ADMIN 7957 151179 0 0 0 0 427 8122 268 5087 8652 164388 0 0 DIANA OHLBAUM PROGRAM DIRECTOR 7456 141658 0 0 0 0 431 8190 145 2753 8032 152601 0 0 ADLAI AMOR ASSOCIATE GENERAL SECRETARY 7313 138955 0 0 0 0 392 7445 226 4290 7931 150690 0 0 PART I, LINE 3 WILLIAM PENN HOUSE 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 A, LINE 6 THE EDUCATION FUND IS THE SOLE MEMBER OF WPH. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS IS APPOINTED BY FCNL EDUCATION FUND. FORM 990, PART VI, SECTION A, LINE 7B GOVERNANCE DECISIONS OF THE ORGANIZATION IS RESERVED TO THE EDUCATION FUND. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. A COPY OF THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST EXISTS WHEN A FRIENDS PLACE BOARD MEMBER HAS AN IMMINENT POTENTIAL OR ACTUAL DIRECT, SIGNIFICANT, PERSONAL, FINANCIAL INTEREST OR EMPLOYMENT INTEREST THAT CONFLICTS WITH THAT MEMBER'S FIDUCIARY SERVICE TO THE BOARD. A DIRECT, SIGNIFICANT, PERSONAL, FINANCIAL OR EMPLOYMENT INTEREST IS AN INTEREST OF A MEMBER, THE MEMBER'S SPOUSE OR PARTNER, OR THE MEMBER'S CHILDREN. A SIGNIFICANT PERSONAL FINANCIAL INTEREST HAS A VALUE TO THE MEMBER OF MORE THAN $1,000. A SIGNIFICANT EMPLOYMENT INTEREST INVOLVES COMPENSATED EMPLOYMENT WITH FRIENDS PLACE OR EMPLOYMENT WITH A SIGNIFICANT CONTRACTOR WITH FRIENDS PLACE. WHEN A FRIENDS PLACE BOARD MEMBER BECOMES AWARE OF A CONFLICT OF INTEREST, THE MEMBER SHALL GIVE NOTIFICATION IN WRITING TO THE CLERK OR ASSISTANT CLERK OF THE FRIENDS PLACE BOARD. THE CLERK OR ASSISTANT CLERK SHALL NOTIFY THE FRIENDS PLACE BOARD OF THE CONFLICT OF INTEREST. THE CLERK OR ASSISTANT CLERK WILL ADVISE AND ENCOURAGE THE MEMBER REGARDING APPROPRIATE PARTICIPATION IN ALL DISCUSSION, ADVOCACY, AND DECISIONS OF THE FRIENDS PLACE BOARD RELATED TO THE SUBJECT OF THE CONFLICT OF INTEREST. THE CLERK OR ASSISTANT CLERK SHALL DIRECT THAT A RECORD BE KEPT IN THE MINUTES OF THE FRIENDS PLACE BOARD OF ANY DISCLOSURES THAT ARE MADE PURSUANT TO THIS POLICY. THIS POLICY IS DISCUSSED ANNUALLY AND REVIEWED AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15A WILLIAM PENN HOUSE 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 19 THE ORGANIZATION MAKES ITS FORM 1023, FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FRIENDS COMMITTEE ON NATIONAL LEGISLATION 245 2ND STREET NE WASHINGTON DC 20002 530178883 BRING CONCERNS OF THE RELIGIOUS SOCIETY OF FRIENDS TO BEAR ON PUBLIC POLICY DC 501(C)(4) N/A 0 FCNL EDUCATION FUND 245 2ND STREET NE WASHINGTON DC 20002 521254489 TO INFORM MEMBERS OF THE PUBLIC AND GOV. LEADERS ABOUT RELEVANT ISSUES DC 501(C)(3) LINE 7 FRIENDS COMMITTEE ON NATIONAL LEGISLATION 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0