FURP.ORG / PUBLIC DATA EXPLORER

WILLIAM PENN HOUSE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WILLIAM PENN HOUSE (EIN 52-0846718)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202301359349312605
Schema version
2021v4.2
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)
Return2023-05-15T14:34:13-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

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 850AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520846718EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM PENN HOUSEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone2025435560PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1515 EAST CAPITOL STREET SEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES T SWINDELLPersonNm
Person TitleASSOC. GEN. SECRETARY -FIN &ADPersonTitleTxt
Phone2025435560PhoneNum
Signature2023-05-15SignatureDt
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
Phone2028225000PhoneNum
Preparation2023-05-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1FRIENDS PLACE ON CAPITOL HILLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerBRIDGET MOIXPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1515 EAST CAPITOL STREET SEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20003ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$482,880GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FRIENDSPLACEDC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1993FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionFRIENDS 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.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers17TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$345,150PYContributionsGrantsAmt
CY Contributions Grants$383,853CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income-$969CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$99,027CYOtherRevenueAmt
PY Total Revenue$345,150PYTotalRevenueAmt
CY Total Revenue$481,911CYTotalRevenueAmt
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$77,895PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$231,637CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$73,269PYOtherExpensesAmt
CY Other Expenses$444,579CYOtherExpensesAmt
PY Total Expenses$151,164PYTotalExpensesAmt
CY Total Expenses$676,216CYTotalExpensesAmt
PY Revenues Less Expenses$193,986PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$194,305CYRevenuesLessExpensesAmt
Total Assets BOY$1,383,566TotalAssetsBOYAmt
Total Assets EOY$2,186,884TotalAssetsEOYAmt
Total Liabilities BOY$659,816TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,657,439TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$723,750NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$529,445NetAssetsOrFundBalancesEOYAmt
MissionFRIENDS 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$676,216ExpenseAmt
Revenue$99,027RevenueAmt
DescWILLIAM PENN HOUSE 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, 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.Desc
Total Program Service Expenses$676,216TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
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 Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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 Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
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 Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES T SWINDELLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2025435560PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1515 EAST CAPITOL STREET SEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20003ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
RON FERGUSON
ASSISTANT CLERK1.003.00Yes (X)Yes (X)$0$0$0
MARY LOU HATCHER
CLERK1.003.00Yes (X)Yes (X)$0$0$0
STEVE OLSHEVSKI
TREASURER1.000.00Yes (X)Yes (X)$0$0$0
ABIGAIL E ADAMS
BOARD MEMBER1.003.00Yes (X)$0$0$0
JONATHAN W BROWN
BOARD MEMBER1.002.00Yes (X)$0$0$0
REBECCA BURGESS
BOARD MEMBER (TO 10/2021)1.000.00Yes (X)$0$0$0
ERNIE BUSCEMI
BOARD MEMBER (TO 10/2021)1.001.00Yes (X)$0$0$0
MEGAN FAIR
BOARD MEMBER (TO 10/2021)1.002.00Yes (X)$0$0$0
JANE HILES
BOARD MEMBER1.002.00Yes (X)$0$0$0
WILLIAM HOBSON
BOARD MEMBER (TO 10/2021)1.002.00Yes (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
DEBORAH HEIJL
BOARD MEMBER (AS OF 11/2021)1.002.00Yes (X)$0$0$0
KATHY GUTHRIE
BOARD MEMBER (AS OF 11/2021)1.002.00Yes (X)$0$0$0
ANNA MCCORMALLY
BOARD MEMBER (AS OF 11/2021)1.000.00Yes (X)$0$0$0
DIANE RANDALL
GENERAL SECRETARY (TO 12/31/21)2.0038.00Yes (X)$14,423$205,109$32,724
JAMES T SWINDELL
ASSOC. GEN. SECR. - FINANCE & ADM2.0038.00Yes (X)$9,210$130,967$27,782
BRIDGET MOIX
GENERAL SECRETARY (AS OF 01/2022)2.0038.00Yes (X)$0$0$0
ADLAI AMOR
ASSOC. GEN. SECRETARY - CO2.0038.00$9,128$129,810$17,990Yes (X)
STEPHEN DONAHOE
DIRECTOR OF DEVELOPMENT2.0038.00$7,840$111,496$23,733Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$40,601TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$577,382TotReportableCompRltdOrgAmt
Total Other Compensation$102,229TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$383,853AllOtherContributionsAmt
Total Contributions$383,853TotalContributionsAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$969OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$969OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$969TotalRevenueColumnAmt
Exclusion-$969ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
HOSPITALITY FEES900099$88,325$88,325
FACILITY USE900099$10,702$10,702
FieldValueIRS element (for citing)
Other Revenue Total$99,027OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$481,911TotalRevenueColumnAmt
Related Or Exempt Func Income$99,027RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$969ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$33,867TotalAmt
Program Services$33,867ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$161,622TotalAmt
Program Services$161,622ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$9,215TotalAmt
Program Services$9,215ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,393TotalAmt
Program Services$10,393ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$16,540TotalAmt
Program Services$16,540ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,550TotalAmt
Program Services$6,550ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$37TotalAmt
Program Services$37ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,429TotalAmt
Program Services$12,429ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$519TotalAmt
Program Services$519ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$147,163TotalAmt
Program Services$147,163ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,133TotalAmt
Program Services$2,133ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$31TotalAmt
Program Services$31ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$54,021TotalAmt
Program Services$54,021ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,085TotalAmt
Program Services$12,085ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
ALLOCATIONS TO FUNCTION$188,064$188,064
TAXES & LICENSES$21,547$21,547

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$676,216TotalAmt
Program Services$676,216ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$280,507BOYAmt
EOY$211,229EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$45,000BOYAmt
EOY$35,800EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$11,159BOYAmt
EOY$11,901EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,293,075LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$365,223LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,046,900BOYAmt
EOY$1,927,852EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$102EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,383,566BOYAmt
EOY$2,186,884EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$201,524BOYAmt
EOY$99,408EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$3,986BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$34,952BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$419,354BOYAmt
EOY$1,558,031EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$659,816BOYAmt
EOY$1,657,439EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$445,129BOYAmt
EOY$164,292EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$278,621BOYAmt
EOY$365,153EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$723,750BOYAmt
EOY$529,445EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,383,566BOYAmt
EOY$2,186,884EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$194,305ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$67,402CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$61,333CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$848,688CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$345,150CurrentTaxYearMinus1YearAmt
Current Tax Year$383,853CurrentTaxYearAmt
Total$1,706,426TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$243,709CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$228,522CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,275CurrentTaxYearMinus2YearsAmt
Current Tax Year$99,027CurrentTaxYearAmt
Total$587,533TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$311,111CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$289,855CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$864,963CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$345,150CurrentTaxYearMinus1YearAmt
Current Tax Year$482,880CurrentTaxYearAmt
Total$2,293,959TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$250,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$200,000CurrentTaxYearMinus1YearAmt
Current Tax Year$250,000CurrentTaxYearAmt
Total$700,000TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$250,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$200,000CurrentTaxYearMinus1YearAmt
Current Tax Year$250,000CurrentTaxYearAmt
Total$700,000TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,593,959PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$211CurrentTaxYearMinus2YearsAmt
Total$285TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$211CurrentTaxYearMinus2YearsAmt
Total$285TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$311,134CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$289,906CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$865,174CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$345,150CurrentTaxYearMinus1YearAmt
Current Tax Year$482,880CurrentTaxYearAmt
Total$2,294,244TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.69480PublicSupportCY509Pct
Public Support PY5090.79140PublicSupportPY509Pct
Investment Income CY0.00010InvestmentIncomeCYPct
Investment Income PY0.00070InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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 D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,533OtherCostOrOtherBasisAmt
Book Value$10,533BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,176,401OtherCostOrOtherBasisAmt
Depreciation$356,703DepreciationAmt
Book Value$1,819,698BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$106,141OtherCostOrOtherBasisAmt
Depreciation$8,520DepreciationAmt
Book Value$97,621BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,927,852TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATEDesc
Amt$1,558,031Amt
FieldValueIRS element (for citing)
Total Liability$1,558,031TotalLiabilityAmt

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 (3 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 (TO 12/31/21)$13,492$191,872$931$13,237$0$0$1,179$16,770$971$13,804$16,573$235,683$0$0
JAMES T SWINDELL
ASSOC. GEN. SECR. - FINANCE & ADM$9,210$130,967$0$0$0$0$810$11,514$1,016$14,442$11,036$156,923$0$0
ADLAI AMOR
ASSOC. GEN. SECRETARY - CO$9,128$129,810$0$0$0$0$791$11,247$391$5,561$10,310$146,618$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationWILLIAM 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE EDUCATION FUND IS THE SOLE MEMBER OF WPH.
FORM 990, PART VI, SECTION A, LINE 7ATHE BOARD OF DIRECTORS IS APPOINTED BY FCNL EDUCATION FUND.
FORM 990, PART VI, SECTION A, LINE 7BGOVERNANCE DECISIONS OF THE ORGANIZATION IS RESERVED TO THE EDUCATION FUND.
FORM 990, PART VI, SECTION B, LINE 11BTHE DRAFT FEDERAL FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR BEFORE FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY ALL MEMBERS OF THE BOARD COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBER THAT COULD GIVE RISE TO CONFLICTS. WHEN A WILLIAM PENN HOUSE BOARD MEMBER BECOMES AWARE OF A CONFLICT OF INTEREST, THE MEMBER GIVES NOTIFICATION IN WRITING TO THE CLERK OR ASSISTANT CLERK OF THE WILLIAM PENN HOUSE BOARD. THE CLERK OR ASSISTANT CLERK NOTIFIES THE WILLIAM PENN HOUSE BOARD OF THE CONFLICT OF INTEREST, AND ADVISE AND ENCOURAGE THE MEMBER REGARDING APPROPRIATE PARTICIPATION IN ALL DISCUSSION, ADVOCACY, AND DECISIONS OF THE WILLIAM PENN HOUSE BOARD RELATED TO THE SUBJECT OF THE CONFLICT OF INTEREST. THIS POLICY IS DISCUSSED ANNUALLY BY THE WILLIAM PENN HOUSE BOARD AT THE FIRST MEETING OF THE CALENDAR YEAR AND REVIEWED AS NEEDED.
FORM 990, PART VI, SECTION B, LINE 15ATHE BOARD REVIEWS THE EXECUTIVE COMPENSATION USING THE COMPARABILITY DATA, AND APPROVES THE COMPENSATION ALONG WITH THE ANNUAL BUDGET.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

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
FCNL EDUCATION FUND
245 2ND STREET NEWASHINGTONDC20002521254489TO INFORM MEMBERS OF THE PUBLIC AND GOV. LEADERS ABOUT RELEVANT ISSUESDC501(C)(3)0LINE 7FRIENDS COMMITTEE ON NATIONAL LEGISLATION
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 OrgYes (1)LoansOrGuaranteesFromOthOrgInd
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 Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1FRIENDS COMMITTEE ON NATIONAL LEGISLATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeOTransactionTypeTxt
Involved$231,636InvolvedAmt