2023-05-15T14:34:13-05:00 2022-06-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2021-07-01 530178883 FRIENDS COMMITTEE ON NATIONAL LEGISLATION FRIE 2025476000 245 2ND STREET NE WASHINGTON DC 20002 JAMES T SWINDELL ASSOC. GEN. SECRETARY-FIN & AD 2025476000 2023-05-15 1 JAMES SWINDELL 999009999 FRANK H SMITH P00639053 2022274000 2023-05-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z BRIDGET MOIX 245 2ND STREET NE WASHINGTON DC 20002 8897888 0 X FCNL.ORG X 1958 DC TO BRING THE CONCERNS OF THE US RELIGIOUS SOCIETY OF FRIENDS TO BEAR ON PUBLIC POLICY. 12 12 74 2434 0 0 2976863 3420619 49808 61515 334445 -202673 29 0 3361145 3279461 0 0 0 0 2346378 2340347 0 0 1132891 1152640 1127515 3499018 3467862 -137873 -188401 7160459 6103496 3061058 2474789 4099401 3628707 X THE FRIENDS COMMITTEE ON NATIONAL LEGISLATION (FCNL) LOBBIES CONGRESS AND THE ADMINISTRATION ON ISSUES OF PEACE, JUSTICE, OPPORTUNITY, AND ENVIRONMENTAL STEWARDSHIP THAT ARE OF CONCERN TO THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS). FCNL IS A NONPARTISAN ORGANIZATION THAT SEEKS TO LIVE A PROPHETIC QUAKER VISION FOR A PEACEFUL, JUST, AND HEALTHY PLANET AND BUILD RELATIONSHIPS ACROSS POLITICAL DIVIDES TO MOVE POLICIES FORWARD. 0 0 1447478 60015 LEGISLATIVE AND EDUCATIONAL ACTIVITIES: HAS TWO MAJOR OVERALL PROGRAMS WHICH ARE DOMESTIC POLICY AND FOREIGN POLICY.FCNL FIELDS AN EXPERIENCED TEAM OF REGISTERED LOBBYISTS WORKING ON CAPITOL HILL FOR PEACE AND JUSTICE. THESE LOBBYISTS WORK IN PARTNERSHIP WITH PEOPLE AROUND THE COUNTRY. THROUGH CONVERSATIONS WITH MEMBERS OF CONGRESS AND THEIR STAFF, MEETINGS WITH COALITION GROUPS, AND CONTACTS WITH ADMINISTRATION OFFICIALS, FCNL IDENTIFIES PRACTICAL STEPS THAT PEOPLE AROUND THE COUNTRY CAN TAKE TO MOVE FEDERAL POLICY IN THE DIRECTION OF THE WORLD WE SEEK. EACH YEAR, MORE THAN 400 QUAKERS AND OTHERS FROM AROUND THE COUNTRY GATHER IN WASHINGTON FOR AN ANNUAL CONFERENCE TO DISCUSS FCNL'S WORK, HEAR FROM OUR LOBBYISTS ABOUT SPECIFIC PUBLIC POLICY ISSUES, AND MAKE DECISIONS ABOUT LEGISLATIVE PRIORITIES AND POLICIES. IN ACCORDANCE WITH THE LEGISLATIVE PRIORITIES SET BY FCNL'S GENERAL COMMITTEE, THE LEGISLATIVE TEAMS FOCUS ON THE FOLLOWING ISSUES: (1) IMMIGRATION AND REFUGEE POLICY; (2) CRIMINAL JUSTICE REFORM; (3) ENERGY AND THE ENVIRONMENT; (4) ECONOMIC JUSTICE; (5) NATIVE AMERICAN CONCERNS; (6) ELECTION INTEGRITY; (7) GUN VIOLENCE PREVENTION; AND GENERAL TOPICS INCLUDING: (1) PEACEBUILDING, DIPLOMACY AND THE PEACEFUL PREVENTION AND RESOLUTION OF VIOLENT CONFLICT WITH AN EMPHASIS ON THE MIDDLE EAST; (2) REDUCTION OF MILITARY SPENDING AND ARMED INTERVENTIONS; AND (3) NUCLEAR DISARMAMENT AND NON-PROLIFERATION.ALTHOUGH ALL BUT ONE OF THE TEAM MEMBERS ARE REGISTERED AS LOBBYISTS, ONLY A SMALL PORTION OF THEIR WORK FALLS INTO THE CATEGORY OF DIRECT LOBBYING, INVOLVING CONTACTING A LAWMAKER SEEKING TO INFLUENCE THE PASSAGE OR DEFEAT OF LEGISLATION. EVEN THE BROADER DEFINITION OF "LOBBYING ACTIVITIES", WHICH INCLUDES PREPARATION AND PLANNING ACTIVITIES, RESEARCH AND OTHER BACKGROUND WORK THAT IS INTENDED, AT THE TIME IT IS PERFORMED, FOR USE IN CONTACTS, AND COORDINATION WITH THE LOBBYING ACTIVITIES OF OTHERS," DOES NOT CAPTURE THE FULL BREADTH OF THEIR WORK. IN ADDITION TO THESE LOBBYING ACTIVITIES, TEAM MEMBERS: MONITOR AND ANALYZE DEVELOPMENTS IN THEIR AREAS OF EXPERTISE; COMMUNICATE WITH FCNL CONSTITUENTS AND THE GENERAL PUBLIC TO EXPLAIN THESE DEVELOPMENTS; ADVOCATE FOR GENERAL POLICY CHANGES THAT ARE NOT LEGISLATIVE IN NATURE; ENGAGE IN EDUCATION OF MEMBERS OF CONGRESS AND THEIR STAFF, ADMINISTRATION OFFICIALS, FCNL CONSTITUENTS AND THE GENERAL PUBLIC; PARTICIPATE IN ROUNDTABLE DISCUSSIONS, PANELS AND SEMINARS; WRITE ARTICLES AND INFORMATIONAL MATERIALS; DEVELOP MESSAGING STRATEGIES AND MEDIA RELATIONSHIPS; WRITE AND EDIT PROPOSALS FOR FOUNDATION GRANTS AND PREPARE REPORTS ON THEIR ACTIVITIES; AND ENGAGE IN ADMINISTRATIVE AND SUPPORT ACTIVITIES. 600558 1500 ADVOCACY AND OUTREACH: FCNL WORKS WITH A NETWORK OF SOME 80,000 PEOPLE AROUND THE COUNTRY, ENCOURAGING PRACTICAL STEPS THAT PEOPLE CAN TAKE TO ADVANCE LEGISLATION AND OTHER PUBLIC POLICY INITIATIVES IN A NON-PARTISAN MANNER. THROUGH COMMUNICATIONS (SUCH AS NEWSLETTERS, WEB SITE, EMAIL ALERTS, SOCIAL MEDIA POSTS, AND TELEPHONE CALLS) AND TRAVEL AROUND THE COUNTRY, WE HELP INDIVIDUALS AND COMMUNITIES ADVOCATE EFFECTIVELY FOR PEACE AND JUSTICE ISSUES. WE DEVELOP INFORMATION TO CREATE FOCUSED, STRATEGIC COMMUNICATIONS IN SPECIFIC STATES AND CONGRESSIONAL DISTRICTS TO INFLUENCE MEMBERS OF CONGRESS AND WILL RESULT IN FEDERAL LEGISLATION THAT SUPPORTS OUR POLICIES AND PRIORITIES. FCNL HAS ESTABLISHED AND TRAINED OVER 100 ADVOCACY TEAMS, TOTALING OVER 1,500 PEOPLE IN LOCAL REGIONS WHO ARE WILLING TO BUILD RELATIONSHIPS WITH THEIR MEMBERS OF CONGRESS AND TO ADVOCATE ON LEGISLATION THAT FCNL IS ADVANCING. FCNL TRAINS, COACHES AND CONVENES A NATIONAL ADVOCACY CORPS OF TWENTY (20) YOUNG ADULTS WHO ORGANIZE AND LOBBY ON AN FCNL LEGISLATIVE PRIORITY OVER A NINE-MONTH PERIOD ON A SPECIFIC ISSUE. 237258 YOUNG ADULT PROGRAM: FCNL ENGAGES YOUNG ADULTS IN AN 11-MONTH PAID YOUNG FELLOWS PROGRAM THAT PROVIDES PROFESSIONAL FORMATION AS LEADERS AND ADVOCATES FOR A MORE PEACEFUL AND JUST WORLD. FCNL HOSTS AN ANNUAL YOUNG ADULT LOBBY WEEKEND THAT ATTRACTS OVER 350 COLLEGE STUDENTS TO WASHINGTON FOR A WEEKEND OF EDUCATION, LOBBY TRAINING AND MEETINGS IN THE OFFICES OF THEIR CONGRESSIONAL DELEGATION. 2285294 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 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 0 1 1 1 0 1 68 0 1 74 1 0 0 0 0 1 1 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AK AR AZ CA CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OK OR PA RI SC SD TN UT VA WA WV WI X X JAMES T SWINDELL 2025476000 245 2ND STREET NE WASHINGTON DC 20002 MARY LOU HATCHER CLERK 1.50 2.50 X X 0 0 0 RON FERGUSON ASSISTANT CLERK 1.50 2.50 X X 0 0 0 SCOTT DUNCAN TREASURER 1.50 0.00 X X 0 0 0 ABIGAIL ADAMS RECORDING CLERK 1.50 2.50 X 0 0 0 LAURA BROWNLEE BOARD MEMBER 1.00 0.00 X 0 0 0 JONATHAN BROWN BOARD MEMBER 1.00 2.00 X 0 0 0 MEGAN FAIR BOARD MEMBER (TO 10/2021) 1.00 2.00 X 0 0 0 WILLIAM HOBSON BOARD MEMBER (TO 10/2021) 1.00 2.00 X 0 0 0 JANE HILES BOARD MEMBER 1.00 2.00 X 0 0 0 EBBY LUVAGA BOARD MEMBER 1.00 2.00 X 0 0 0 DOUG MCCOWN BOARD MEMBER 1.00 2.00 X 0 0 0 LYNN OBERFIELD BOARD MEMBER 1.00 2.00 X 0 0 0 DEBORAH HEIJL BOARD MEMBER (AS OF 11/2021) 1.00 2.00 X 0 0 0 KATHY GUTHRIE BOARD MEMBER (AS OF 11/2021) 1.00 2.00 X 0 0 0 DIANE RANDALL GENERAL SECRETARY (THRU 12/31/21) 15.00 25.00 X 81052 138480 219532 JAMES T SWINDELL ASSO. GEN. SECR. - FINANCE & ADMIN 15.00 25.00 X 51753 88424 140177 BRIDGET MOIX GENERAL SECRETARY (AS OF 01/2022) 15.00 25.00 X 0 0 0 JIM CASON ASSO. GEN. SECR. - STRAT. ADVOCACY 16.00 24.00 X 54373 92900 147273 ADLAI AMOR ASSO. GEN. SECR. - COMMUNICATIONS 15.00 25.00 X 51296 87642 138938 DIANA OHLBAUM LEGISLATIVE DIRECTOR 16.00 24.00 X 46747 79870 126617 STEPHEN DONAHOE DIRECTOR OF DEVELOPMENT 15.00 25.00 X 44059 75277 119336 KEVIN TWILLMAN CONTROLLER 16.00 23.00 X 43640 74562 118202 372920 637155 1010075 0 0 1 0 THE PRODUCTION MANAGEMENT GROUP 7160 COLUMBIA GATEWAY DR SUITE 30 COLUMBIA MD 21046 PRINTING AND MAILING 417654 1 3420619 93762 3420619 MEETING REGISTRATION 900099 60015 60015 HONORARIA 900099 1500 1500 61515 102712 102712 5313042 5618427 -305385 -305385 -305385 3279461 61515 0 -202673 81322 48811 16273 16238 1779357 1065479 357246 356632 161593 93812 30851 36930 159962 102436 32067 25459 158113 94534 32099 31480 3261 3261 30290 30290 49677 49677 207353 137172 34788 35393 67271 65978 1293 510261 205439 6640 298182 85012 65963 64 18985 23298 11437 1515 10346 104574 99959 4204 411 2415 2415 STAFF TRAINING & RECRUI 28720 13680 14500 540 TAXES & LICENSES 12173 0 12173 0 DUES & SUBSCRIIPTIONS 3196 3196 MISCELLANEOUS 14 14 277398 -575139 297741 3467862 2285294 49677 1132891 173548 231448 508829 318924 856213 926566 4565 5959 102641 58812 5474842 4561752 39821 35 7160459 6103496 497864 495040 2000 2000 2561194 1977749 3061058 2474789 X 2067857 2019334 2031544 1609373 4099401 3628707 7160459 6103496 -188401 -282293 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1383460 -3140 -140986 49319 1190015 927759 7670 495009 46978 1383460 913768 -707 59899 45201 927759 931446 8866 22870 49414 913768 920884 1220 48887 39545 931446 0.55000 0.45000 0.00000 1 0 0 DUE TO AFFILIATE 1977749 1977749 PART V, LINE 4: FCNL'S POLICY, PRACTICE AND INTENTION IS TO INVEST ENDOWMENT FUNDS IN ACCORDANCE WITH FCNL'S 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, SUSTAINED LEVELS OF LOBBYING, AND ALSO FOR GENERAL PURPOSES. X X X X 0 0 0 0 0 0 0 1 0 DIANE RANDALL GENERAL SECRETARY (THRU 12/31/21) 75821 129543 5231 8937 0 0 6627 11322 5455 9320 93134 159122 0 0 JIM CASON ASSO. GEN. SECR. - STRAT. ADVOCACY 54373 92900 0 0 0 0 4683 8001 4170 7125 63226 108026 0 0 JAMES T SWINDELL ASSO. GEN. SECR. - FINANCE & ADMIN 51753 88424 0 0 0 0 4550 7774 5707 9751 62010 105949 0 0 ADLAI AMOR ASSO. GEN. SECR. - COMMUNICATIONS 51296 87642 0 0 0 0 4445 7594 2197 3754 57938 98990 0 0 PART I, LINE 7 DIANE RANDALL RECEIVED A NON-FIXED, DISCRETIONARY BONUS ON DECEMBER 9, 2021. X 8 85547 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO SUBMISSION, THE CLERK OF THE FINANCE COMMITTEE AND THE TREASURER OF FCNL REVIEW THE DRAFT FORM 990 FOR THE FCNL. ONCE THAT REVIEW IS COMPLETED, NOTICE WILL BE SENT TO THE FULL FINANCE COMMITTEE AND THE FCNL EXECUTIVE COMMITTEE 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 EXECUTIVE COMMITTEE 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 12C THE CONFLICT OF INTEREST POLICY IS DISCUSSED ANNUALLY BY THE FCNL EXECUTIVE COMMITTEE 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 FCNL EXECUTIVE COMMITTEE 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 FCNL EXECUTIVE COMMITTEE 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 15 WHEN HIRING THE GENERAL SECRETARY AND KEY EXECUTIVE STAFF, 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. THE EXECUTIVE COMMITTEE WILL RETAIN DOCUMENTATION OF THE DELIBERATION AND FINAL DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE FCNL 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 FCNL'S WEBSITE (WWW.FCNL.ORG). THE CURRENT FEDERAL FORM 990(NOT INCLUDING SCHEDULE B), THE IRS FORM 1023 TAX EXEMPTION APPLICATION, CONFLICT OF INTEREST POLICY, AND THE ANNUAL REPORT CAN BE FOUND ON THE FCNL'S WEBSITE IN ADOBE FORMAT. FCNL EDUCATION FUND 245 SECOND 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 1 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 0 0 0 0 FCNL EDUCATION FUND N 912975 COST FCNL EDUCATION FUND O 3138908 COST WILLIAM PENN HOUSE O 231636 COST