2024-05-16T19:31:35-05:00 2023-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 2 BETHESDA METRO CENTER SUITE 420 BETHESDA MD 20814 990 2022-07-01 521254489 FCNL EDUCATION FUND FCNL 2025476000 245 2ND STREET NE WASHINGTON DC 20002 AMINATA TAYLOR ASSISTANT GENERAL SECRETARY 2025476000 2024-05-16 1 AMINATA TAYLOR 999009999 1 EVA MRUK P00543254 3016523464 2024-05-16 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRIDGET MOIX 245 2ND STREET NE WASHINGTON DC 20002 14125683 0 X FCNL.ORG X 1982 DC TO EDUCATE THE PUBLIC ABOUT CONCERNS FOR PEACE, JUSTICE, AND THE ENVIRONMENT. 15 15 0 1300 -4141 0 4380713 4994787 0 0 2273185 -286720 -20723 -104418 6633175 4603649 0 0 0 0 3138907 3966124 0 0 1136350 2570157 2808865 5709064 6774989 924111 -2171340 34074472 37411623 2899399 3552758 31175073 33858865 X THE 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). 0 0 2557076 0 0 ADVOCACY AND OUTREACH: THE EDUCATION FUND WORKS WITH A NETWORK OF SOME 80,000 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. 1837954 0 0 YOUNG 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. 288667 0 0 LEGISLATIVE 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 80,000 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. 4683697 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 44 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WV WI X X X AMINATA TAYLOR 2025476000 245 2ND STREET NE WASHINGTON DC 20002 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 REBECCA BURGUS TREASURER 1.00 1.00 X X 0 0 0 KAREN TREBER TREASURER 1.00 2.00 X X 0 0 0 SCOTT DUNCAN TREASURER, THRU 11/2022 1.50 0.00 X X 0 0 0 STEVEN 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 BETH HENRICKS BOARD MEMBER 1.00 1.00 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 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 MICHAEL T SNARR BOARD MEMBER 1.00 1.00 X 0 0 0 GENIE STOWERS BOARD MEMBER 1.00 2.00 X 0 0 0 KEITH WILLIAMSON BOARD MEMBER 1.00 1.00 X 0 0 0 BRIDGET MOIX GENERAL SECRETARY 2.00 38.00 X 100172 90632 3543 LAUREN BROWNLEE DEPUTY GENERAL SECRETARY, EFF. 7/2022 2.00 38.00 X 32757 29637 1274 JAMES T SWINDELL ASSOC GEN. SECR.,FINANCE & ADMIN 2.00 38.00 X 83546 75590 7299 ADLAI AMOR ASSOCIATE GENERAL SECRETARY 2.00 38.00 X 76791 69477 6485 JAMES CASON PROGRAM DIRECTOR 2.00 38.00 X 65599 59352 8058 DIANA OHLBAUM PROGRAM DIRECTOR 2.00 38.00 X 78285 70829 6047 STEPHEN DONAHOE ASSOCIATE GENERAL SEC 2.00 38.00 X 70616 63890 5509 KEVIN TWILLMAN CONTROLLER 2.00 38.00 X 65784 59519 5088 573550 518926 43303 1 0 1 0 0 4994787 233562 4994787 456456 456456 72228 180540 -108312 -108312 -4141 -104171 8598318 9341494 -743176 -743176 -743176 MISCELLANEOUS INCOME 900099 3894 3894 3894 4603649 0 -4141 -386997 313571 229809 28171 55591 2928733 2277151 158821 492761 227862 167681 16054 44127 440694 324275 31215 85204 55264 40658 3959 10647 8510 8510 56981 56981 137760 137760 447021 301962 18424 126635 108778 68030 22967 17781 515393 293224 38015 184154 220209 153504 17156 49549 50150 33823 8668 7659 130276 121570 1378 7328 585054 545956 6189 32909 365712 365712 5853 3603 1434 816 REPAIRS & MAINTENANCE 134985 83087 33082 18816 STAFF TRAINING 42183 39364 446 2373 6774989 4683697 954942 1136350 974379 728890 643194 323942 493765 313361 106316 92083 11586658 5473829 6492500 6112829 21796432 21216069 -34127 3267972 3602013 5356477 34074472 37411623 188012 260063 119782 77782 2591605 3214913 2899399 3552758 X 18937001 19747342 12238072 14111523 31175073 33858865 34074472 37411623 X -2171340 2177755 2942237 -264860 X X 0 1 X 1 0 X 3792612 4940189 4346199 4380713 4994787 22454500 3792612 4940189 4346199 4380713 4994787 22454500 5119873 17334627 366281 400913 378611 554302 526468 2226575 2058 4380 9168 2867 3894 22367 24703442 6349 0.70170 0.73520 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 2,058. 2019 AMOUNT: $ 4,380. 2020 AMOUNT: $ 9,168. 2021 AMOUNT: $ 2,867. 2022 AMOUNT: $ 3,894. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 5500879 5500879 425044 106261 0 0 345282 374446 435453 425044 1580225 2370338 86321 93612 108863 106261 395057 592586 10084177 553239 0 10637416 10618478 4790 -190098 348993 10084177 6665727 11090 4254989 313328 10618478 6793470 178399 9278 315420 6665727 6053597 640718 380197 281042 6793470 0.74680 0.25320 0.00000 0 0 589933 589933 9846695 4497290 5349405 1068899 935863 133036 81131 40676 40455 6112829 INVESTMENT IN SUBSIDIARY 3233980 C BENEFICIAL INTEREST IN PLANNED GIVING AGREEMENTS 33992 C 3267972 OTHER RECEIVABLES 75127 DUE FROM AFFILIATES 5079213 RIGHT-OF-USE ASSET, OPERATING LEASE 179006 CASH SURRENDER VALUE OF LIFE INSURANCE 23131 5356477 PLANNED GIVING AGREEMENT OBLIGATIONS 2978791 OPERATING LEASE LIABILITY 232412 SECRUITY DEPOSITS 3710 3214913 X 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 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 100172 90632 0 0 0 0 1693 1532 1850 1673 103715 93837 0 0 JAMES T SWINDELL ASSOC GEN. SECR.,FINANCE & ADMIN 83546 75590 0 0 0 0 4488 4061 2811 2544 90845 82195 0 0 DIANA OHLBAUM PROGRAM DIRECTOR 78285 70829 0 0 0 0 4526 4095 1521 1377 84332 76301 0 0 ADLAI AMOR ASSOCIATE GENERAL SECRETARY 76791 69477 0 0 0 0 4114 3723 2371 2145 83276 75345 0 0 PART I, LINE 3 THE 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. X 11 233562 AVG. SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN B. FORM 990, PART VI, SECTION A, LINE 7A THE EDUCATION FUND IS GOVERNED BY A BOARD WHICH IS APPOINTED BY THE EXECUTIVE COMMITTEE OF THE FRIENDS COMMITTEE ON NATIONAL LEGISLATION (FCNL), A RELATED ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FRIM. THERE IS NO REVIEW OF THE FROM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE 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 C, LINE 19 THE ORGANIZATION MAKES ITSFORM 990, GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST PAID IN PLANNED GIVING AGREEMENTS -106,035. INVESTMENT INCOME IN SUBSIDIARY -158,825. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART XI, LINE 8, PRIOR PERIOD ADJUSTMENTS: THE ORGANIZATION RESTATED CERTAIN AMOUNTS REPORTED IN THE 2022 FINANCIAL STATEMENTS TO RECLASSIFY NET ASSETS WITHOUT DONOR RESTRICTIONS TO NET ASSETS WITH DONOR RESTRICTIONS. 205 C STREET NE LLC 245 2ND STREET NE WASHINGTON DC 20002 521254489 HOLDING CORP DC 72228 3237690 FCNL EDUCATION FUND 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 DC 501(C)(4) N/A 0 WILLIAM PENN HOUSE 515 E CAPITOL STREET SE WASHINGTON DC 20003 520846718 TO PROVIDE PROGRAM SUPPORT DC 501(C)(3) LINE 10 FCNL EDUCATION FUND 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 WILLIAM PENN HOUSE Q 362552 COST