FCNL EDUCATION FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FCNL EDUCATION FUND (EIN 52-1254489)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-15
IRS object ID
202501359349317595
Schema version
2023v6.0
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)
Return2025-05-15T20:12:05-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331374517PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12 BETHESDA METRO CENTER SUITE 540AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

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)
PersonAMINATA TAYLORPersonNm
Person TitleACTING ASSOC GENERAL SECRETARYPersonTitleTxt
Phone2025476000PhoneNum
Signature2025-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEVA MRUKPreparerPersonNm
PTINP00543254PTIN
Phone3016523464PhoneNum
Preparation2025-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBRIDGET M MOIXPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 2ND STREET NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,205,843GrossReceiptsAmt
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 Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers1479TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,994,787PYContributionsGrantsAmt
CY Contributions Grants$3,708,358CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$286,720PYInvestmentIncomeAmt
CY Investment Income$875,091CYInvestmentIncomeAmt
PY Other Revenue-$104,418PYOtherRevenueAmt
CY Other Revenue$146,879CYOtherRevenueAmt
PY Total Revenue$4,603,649PYTotalRevenueAmt
CY Total Revenue$4,730,328CYTotalRevenueAmt
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$3,966,124PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,372,343CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,156,064CYTotalFundraisingExpenseAmt
PY Other Expenses$2,808,865PYOtherExpensesAmt
CY Other Expenses$3,459,945CYOtherExpensesAmt
PY Total Expenses$6,774,989PYTotalExpensesAmt
CY Total Expenses$7,832,288CYTotalExpensesAmt
PY Revenues Less Expenses-$2,171,340PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,101,960CYRevenuesLessExpensesAmt
Total Assets BOY$34,177,643TotalAssetsBOYAmt
Total Assets EOY$37,292,010TotalAssetsEOYAmt
Total Liabilities BOY$3,552,758TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,937,867TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$30,624,885NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$28,354,143NetAssetsOrFundBalancesEOYAmt
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$2,632,566ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescADVOCACY 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,555,579ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
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 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$902,664ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
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

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$194,956ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescFRIENDS PLACE PROVIDES A WELCOMING AND INCLUSIVE COMMUNITY FOR LEARNING, SPIRITUAL EXPLORATION, AND RESTORATION IN THE QUAKER TRADITION FOR INDIVIDUALS AND GROUPS TRAVELING TO WASHINGTON, DC FOR EDUCATION AND ADVOCACY ON ISSUES OF PEACE BUILDING AND SOCIAL JUSTICE.FRIENDS PLACE ALSO GIVES 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.COMMUNITY AND CULTURE: THE GOVERNANCE, COMMUNITY, AND CULTURE TEAM WORKS TO EXPAND AND DEEPEN CONNECTIONS, FOSTER A SENSE OF BELONGING, AND CREATE OPPORTUNITIES FOR GROWTH FROM A RANGE OF PERSPECTIVES AND EXPERIENCES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$194,956TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$5,285,765TotalProgramServiceExpensesAmt
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 Document42IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
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 Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
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 BodyYes (1)Form990ProvidedToGvrnBodyInd
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 CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
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 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 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 FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMINATA TAYLOR ACTING ASSOC GENERAL SECRETARYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2025476000PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MICHAEL M FUSON
CLERK1.002.00Yes (X)Yes (X)$0$0$0
MARY LOU HATCHER
ASSISTANT CLERK1.002.00Yes (X)Yes (X)$0$0$0
ABIGAIL E ADAMS
RECORDING CLERK1.002.00Yes (X)Yes (X)$0$0$0
REBECCA WAY BERGUS
TREASURER1.001.00Yes (X)Yes (X)$0$0$0
JONATHAN W BROWN
DIRECTOR, THRU MAY 20241.002.00Yes (X)$0$0$0
ERNIE BUSCEMI
DIRECTOR1.002.00Yes (X)$0$0$0
MARK R DONOVAN
DIRECTOR1.002.00Yes (X)$0$0$0
THOMAS R GIBIAN
DIRECTOR1.002.00Yes (X)$0$0$0
KATHY GUTHRIE
DIRECTOR, THRU OCT 20231.002.00Yes (X)$0$0$0
DEBORAH HEJL
DIRECTOR1.002.00Yes (X)$0$0$0
BETH HENRICKS
DIRECTOR1.001.00Yes (X)$0$0$0
JANE HILES
DIRECTOR1.002.00Yes (X)$0$0$0
EBBY LUVAGA
DIRECTOR, THRU NOV 20231.002.00Yes (X)$0$0$0
LYNN OBERFIELD
DIRECTOR, THRU NOV 20231.002.00Yes (X)$0$0$0
MICHAEL T SNARR
DIRECTOR1.001.00Yes (X)$0$0$0
GENIE STOWERS
DIRECTOR1.002.00Yes (X)$0$0$0
KAREN TREBER
DIRECTOR1.002.00Yes (X)$0$0$0
BEN WARNKE
DIRECTOR, THRU MAY 20241.002.00Yes (X)$0$0$0
KEITH WILLIAMSON
DIRECTOR1.001.00Yes (X)$0$0$0
BRIDGET M MOIX
GENERAL SECRETARY24.0016.00Yes (X)$127,916$83,616$26,937
LAUREN BROWNLEE
DEPUTY GENERAL SECRETARY24.0016.00Yes (X)$92,814$60,671$16,750
AMINATA TAYLOR
ACTING ASSOC. GENERAL SECRETARY24.0016.00Yes (X)$70,426$46,036$25,019
ADLAI AMOR
ASSOCIATE GENERAL SECRETARY24.0016.00$96,337$62,974$24,982Yes (X)
STEPHEN DONAHOE
ASSOCIATE GENERAL SECRETARY24.0016.00$89,218$58,321$34,896Yes (X)
AMELIA KEGAN
ASSOCIATE GENERAL SECRETARY24.0016.00$86,496$56,541$38,095Yes (X)
VANINA COLOMBO
DIRECTOR, HR MANAGEMENT24.0016.00$82,519$53,942$31,782Yes (X)
LAVIDA DENISE DAVIS
DIRECTOR, STRATEGIC ADVOCACY24.0016.00$76,531$50,027$13,743Yes (X)
HEATHER E BRANDON-BRAVO
LEGISLATIVE DIRECTOR, FOREIGN POLICY24.0016.00$71,448$46,705$21,450Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$793,705TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$518,833TotReportableCompRltdOrgAmt
Total Other Compensation$233,654TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DISTRICT CREATIVE PRINTING
6350 FALLARD DRIVEUPPER MARLBOROMD20772PRINTING & POSTAGE SERVICES$163,605
NATIONAL PRESS CLUB
529 14TH STREET NW 13TH FLOORWASHINGTONDC20045EVENT SERVICES$148,222
ACCOUNTING FOR CHANGE LLC DBA ADVISORS F
PO BOX 17598BALTIMOREMD21297FINANCIAL SUPPORT SERVICES$105,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,708,358AllOtherContributionsAmt
Noncash Contributions$246,767NoncashContributionsAmt
Total Contributions$3,708,358TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$366,816TotalRevenueColumnAmt
Exclusion$366,816ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$158,689RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$13,665RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$145,024RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$145,024TotalRevenueColumnAmt
Exclusion$145,024ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,970,125SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,461,850SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$508,275SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$508,275TotalRevenueColumnAmt
Exclusion$508,275ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,855TotalRevenueColumnAmt
Exclusion$1,855ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,855OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,730,328TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,021,970ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$509,086TotalAmt
Program Services$367,565ProgramServicesAmt
Management And General$61,367ManagementAndGeneralAmt
Fundraising$80,154FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,000,342TotalAmt
Program Services$2,207,754ProgramServicesAmt
Management And General$244,503ManagementAndGeneralAmt
Fundraising$548,085FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$237,487TotalAmt
Program Services$174,256ProgramServicesAmt
Management And General$17,984ManagementAndGeneralAmt
Fundraising$45,247FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$562,701TotalAmt
Program Services$412,236ProgramServicesAmt
Management And General$45,072ManagementAndGeneralAmt
Fundraising$105,393FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$62,727TotalAmt
Program Services$45,922ProgramServicesAmt
Management And General$5,148ManagementAndGeneralAmt
Fundraising$11,657FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,169TotalAmt
Management And General$1,169ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$93,976TotalAmt
Management And General$93,976ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$147,433TotalAmt
Management And General$147,433ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$652,060TotalAmt
Program Services$411,990ProgramServicesAmt
Management And General$114,411ManagementAndGeneralAmt
Fundraising$125,659FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$128,416TotalAmt
Program Services$122,338ProgramServicesAmt
Management And General$2,474ManagementAndGeneralAmt
Fundraising$3,604FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$611,552TotalAmt
Program Services$492,431ProgramServicesAmt
Management And General$37,501ManagementAndGeneralAmt
Fundraising$81,620FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$294,638TotalAmt
Program Services$175,735ProgramServicesAmt
Management And General$47,020ManagementAndGeneralAmt
Fundraising$71,883FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$48,496TotalAmt
Program Services$26,500ProgramServicesAmt
Management And General$14,880ManagementAndGeneralAmt
Fundraising$7,116FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$236,535TotalAmt
Program Services$216,280ProgramServicesAmt
Management And General$7,743ManagementAndGeneralAmt
Fundraising$12,512FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$536,798TotalAmt
Program Services$490,831ProgramServicesAmt
Management And General$17,572ManagementAndGeneralAmt
Fundraising$28,395FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$460,934TotalAmt
Management And General$460,934ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,207TotalAmt
Program Services$3,392ProgramServicesAmt
Management And General$1,904ManagementAndGeneralAmt
Fundraising$911FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REPAIRS & MAINTENANCE$224,212$122,516$68,795$32,901
STAFF TRAINING$17,519$16,019$573$927

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,832,288TotalAmt
Program Services$5,285,765ProgramServicesAmt
Management And General$1,390,459ManagementAndGeneralAmt
Fundraising$1,156,064FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$728,890BOYAmt
EOY$1,349,098EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$323,942BOYAmt
EOY$479,723EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$313,361BOYAmt
EOY$340,930EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$92,083BOYAmt
EOY$99,633EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$11,705,921LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,934,373LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,112,829BOYAmt
EOY$5,771,548EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$21,216,069BOYAmt
EOY$19,133,012EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$33,992BOYAmt
EOY$123,348EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,356,477BOYAmt
EOY$9,994,718EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$34,177,643BOYAmt
EOY$37,292,010EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$260,063BOYAmt
EOY$102,024EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$77,782BOYAmt
EOY$77,532EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,214,913BOYAmt
EOY$8,758,311EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,552,758BOYAmt
EOY$8,937,867EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,513,362BOYAmt
EOY$15,761,707EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,111,523BOYAmt
EOY$12,592,436EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$30,624,885BOYAmt
EOY$28,354,143EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$34,177,643BOYAmt
EOY$37,292,010EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$3,101,960ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,054,278NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$223,060OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
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$4,940,189CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,346,199CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,380,713CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,994,787CurrentTaxYearMinus1YearAmt
Current Tax Year$3,708,358CurrentTaxYearAmt
Total$22,370,246TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,940,189CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,346,199CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,380,713CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,994,787CurrentTaxYearMinus1YearAmt
Current Tax Year$3,708,358CurrentTaxYearAmt
Total$22,370,246TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,505,903SubstantialContributorsTotAmt
Public Support Total170$17,864,343PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$400,913CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$378,611CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$554,302CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$526,468CurrentTaxYearMinus1YearAmt
Current Tax Year$525,505CurrentTaxYearAmt
Total$2,385,799TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,380CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,168CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,867CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,894CurrentTaxYearMinus1YearAmt
Current Tax Year$1,855CurrentTaxYearAmt
Total$22,164TotalAmt
FieldValueIRS element (for citing)
Total Support$24,778,209TotalSupportAmt
Gross Receipts Rltd Activities$500GrossReceiptsRltdActivitiesAmt
Public Support CY1700.72100PublicSupportCY170Pct
Public Support PY1700.70170PublicSupportPY170Pct
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 INCOME - 2019 AMOUNT: $ 4,380. 2020 AMOUNT: $ 9,168. 2021 AMOUNT: $ 2,867. 2022 AMOUNT: $ 3,894. 2023 AMOUNT: $ 1,855.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

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$81,843FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$378,274FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$460,117FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$6,068,674FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$6,528,791FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$476,440FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$119,110FilingOrganizationsTotalAmt

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$374,446CurrentYearMinus3Amt
Current Year Minus2$435,453CurrentYearMinus2Amt
Current Year Minus1$425,044CurrentYearMinus1Amt
Current Year$476,440CurrentYearAmt
Total$1,711,383TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$2,567,075LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year$460,117CurrentYearAmt
Total$460,117TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$93,612CurrentYearMinus3Amt
Current Year Minus2$108,863CurrentYearMinus2Amt
Current Year Minus1$106,261CurrentYearMinus1Amt
Current Year$119,110CurrentYearAmt
Total$427,846TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$641,769GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year$81,843CurrentYearAmt
Total$81,843TotalAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,404,814BeginningYearBalanceAmt
Contributions$10,000ContributionsAmt
Investment Earnings Or Losses-$1,368,453InvestmentEarningsOrLossesAmt
Other Expenditures$495,467OtherExpendituresAmt
End Year Balance$6,550,894EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,084,177BeginningYearBalanceAmt
Investment Earnings Or Losses$553,239InvestmentEarningsOrLossesAmt
End Year Balance$10,637,416EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,618,478BeginningYearBalanceAmt
Contributions$4,790ContributionsAmt
Investment Earnings Or Losses-$190,098InvestmentEarningsOrLossesAmt
Other Expenditures$348,993OtherExpendituresAmt
End Year Balance$10,084,177EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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
FieldValueIRS element (for citing)
Board Designated Balance EOY0.46636BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.53364TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
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$9,897,132OtherCostOrOtherBasisAmt
Depreciation$4,890,235DepreciationAmt
Book Value$5,006,897BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,137,725OtherCostOrOtherBasisAmt
Depreciation$985,962DepreciationAmt
Book Value$151,763BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$81,131OtherCostOrOtherBasisAmt
Depreciation$58,176DepreciationAmt
Book Value$22,955BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,771,548TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
DUE FROM AFFILIATES$9,841,568
RIGHT-OF-USE ASSET, OPERATING LEASE$60,776
OTHER RECIEVABLES$58,281
CASH SURRENDER VALUE OF LIFE INSURANCE$23,131
SECURITY DEPOSITS$10,962
FieldValueIRS element (for citing)
Total Book Value Other Assets$9,994,718TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO AFFILIATE$5,720,824
PLANNED GIVING AGREEMENT OBLIGATIONS$2,957,089
OPERATING LEASE LIABILITY$80,398
FieldValueIRS element (for citing)
Total Liability$8,758,311TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$13,174,589TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,054,278NetUnrealizedGainsInvstAmt
Other Revenue$7,958,242OtherRevenueAmt
Revenue Not Reported$9,012,520RevenueNotReportedAmt
Revenue Subtotal$4,162,069RevenueSubtotalAmt
Investment Expenses Not Incld$147,433InvestmentExpensesNotIncldAmt
Other Revenues Not Included$420,826OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$568,259RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,730,328TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$12,731,090TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$5,046,235OtherExpensesIncludedAmt
Expenses Not Reported$5,046,235ExpensesNotReportedAmt
Expenses Subtotal$7,684,855ExpensesSubtotalAmt
Investment Expenses Not Incld2$147,433InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$147,433ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,832,288TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 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. THE BEGINNING OF THE YEAR ENDOWMENT ON COLUMN A WAS RESTATED BY ($2,232,602) TO REFLECT THE AMOUNT REPORTED ON THE FINAL FY2023 FINANCIAL STATEMENTS.
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, 2021.
PART XI, LINE 2D - OTHER ADJUSTMENTS:REVENUE ATTRIBUTABLE TO RELATED PARTIES 7,746,811. ELIMINATIONS 197,766. RENTAL EXPENSES NETTED AGAINST REVENUE 13,665.
PART XI, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN VALUE OF INTEREST PAID IN PLANNED GIVING AGREEMENTS 223,060. INVESTMENT INCOME IN SUBSIDIARY 197,766.
PART XII, LINE 2D - OTHER ADJUSTMENTS:EXPENSES ATTRIBUTABLE TO RELATED PARTIES 5,032,570. RENTAL EXPENSES NETTED AGAINST REVENUE 13,665.

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 (6 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
BRIDGET M MOIX
GENERAL SECRETARY$127,916$83,616$0$0$0$0$6,700$4,380$9,589$6,268$144,205$94,264$0$238,469
ADLAI AMOR
ASSOCIATE GENERAL SECRETARY$96,337$62,974$0$0$0$0$9,921$6,485$5,186$3,390$111,444$72,849$0$184,293
STEPHEN DONAHOE
ASSOCIATE GENERAL SECRETARY$89,218$58,321$0$0$0$0$9,179$6,000$11,924$7,793$110,321$72,114$0$182,435
AMELIA KEGAN
ASSOCIATE GENERAL SECRETARY$86,496$56,541$0$0$0$0$8,978$5,869$14,058$9,190$109,532$71,600$0$181,132
LAUREN BROWNLEE
DEPUTY GENERAL SECRETARY$92,814$60,671$0$0$0$0$4,943$3,231$5,186$3,390$102,943$67,292$0$170,235
VANINA COLOMBO
DIRECTOR, HR MANAGEMENT$78,140$51,079$0$0$4,379$2,863$5,228$3,417$13,991$9,146$101,738$66,505$0$168,243

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 FORM 990S OF SIMILAR ORGANIZATIONS.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution13ContributionCnt
Noncash Contributions Rpt F990$246,767NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVG. SELLING PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART 1, COLUMN B.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7AFCNL 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 11BTHE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. DRAFT ELECTRONIC COPIES ARE REVIEWED AND APPROVED BY THE CFO AND THE GENERAL SECRETARY. THEY COMMUNICATE QUESTIONS AND CHANGES TO THE ACCOUNTING FIRM. IF NECESSARY, REVISED TAX RETURN IS PREPARED. THE FORM 990 IS THEN PRESENTED TO THE TREASURER, THE FINANCE COMMITTEE, AND THE AUDIT COMMITTEE TO REVIEW AND APPROVE. THE FORM 990 IS THEN PRESENTED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE.
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 C, LINE 19THE ORGANIZATION MAKES ITS FORM 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 -223,060.
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.

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)
Primary ActivitiesHOLDING CORPORATIONPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Total Income$47,073TotalIncomeAmt
End Of Year Assets$3,036,214EndOfYearAssetsAmt

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 PUBLICDC501(C)(4)N/A0
WILLIAM PENN HOUSE
515 E CAPITOL STREET 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 OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM PENN HOUSEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeSTransactionTypeTxt
Involved$140,000InvolvedAmt
Method Of Amount DeterminationCOSTMethodOfAmountDeterminationTxt

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