FURP.ORG / PUBLIC DATA EXPLORER

WILLIAM PENN HOUSE: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WILLIAM PENN HOUSE (EIN 52-0846718)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-16
IRS object ID
202201369349311915
Schema version
2020v4.2
Note
A later return for the same period supersedes this one.
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)
Return2022-05-16T15:13:09-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

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
Signature2022-05-16SignatureDt
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

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$345,150GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FRIENDSPLACEDC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1993FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTO OFFER A COMMUNITY OF LEARNING AND EXPLORATION, A PLACE OF REST AND NURTURE, AND AN OPPORTUNITY FOR ALL TO ENVISION AND WORK TOWARD A BETTER WORLD.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers13TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$848,688PYContributionsGrantsAmt
CY Contributions Grants$345,150CYContributionsGrantsAmt
PY Program Service Revenue$16,275PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$31PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$1,930PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$866,924PYTotalRevenueAmt
CY Total Revenue$345,150CYTotalRevenueAmt
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$87,761PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$61,485CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$181,387PYOtherExpensesAmt
CY Other Expenses$89,679CYOtherExpensesAmt
PY Total Expenses$269,148PYTotalExpensesAmt
CY Total Expenses$151,164CYTotalExpensesAmt
PY Revenues Less Expenses$597,776PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$193,986CYRevenuesLessExpensesAmt
Total Assets BOY$918,473TotalAssetsBOYAmt
Total Assets EOY$1,383,566TotalAssetsEOYAmt
Total Liabilities BOY$388,709TotalLiabilitiesBOYAmt
Total Liabilities EOY$659,816TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$529,764NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$723,750NetAssetsOrFundBalancesEOYAmt
MissionTO OFFER A COMMUNITY OF LEARNING AND EXPLORATION, A PLACE OF REST AND NURTURE, AND AN OPPORTUNITY FOR ALL TO ENVISION AND WORK TOWARD A BETTER WORLD.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$67,280ExpenseAmt
DescWILLIAM PENN HOUSE PROVIDED 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.AS OF JULY 1ST, 2019, NO PROGRAM ACTIVITIES WERE OPERATED DUE TO THE CLOSE OF WILLIAM PENN HOUSE BUILDING FOR REPAIRS. IN FY21, THE WILLIAM PENN HOUSE WAS RENAMED FRIENDS PLACE. IN JANUARY 2022, FRIENDS PLACE REOPENED FOR ACCOMMODATIONS FOR INDIVIDUALS AND GROUPS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescIN FY21, WILLIAM PENN HOUSE WAS RENAMED FRIENDS PLACE AND UPON REOPENING WILL PROVIDE 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
FieldValueIRS element (for citing)
Total Program Service Expenses$67,280TotalProgramServiceExpensesAmt
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 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 OutstandingYes (1)LoanOutstandingInd
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 Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
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 Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
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 (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
DIANE RANDALL
GENERAL SECRETARY2.0038.00Yes (X)Yes (X)$11,973$170,262$30,733
ADLAI AMOR
ASSOC. GEN. SECRETARY - COMM.2.0038.00$9,067$128,934$17,176Yes (X)
JAMES T SWINDELL
GEN. SECR. - FINANCE & ADMIN2.0038.00Yes (X)$8,647$122,970$22,177
STEPHEN DONAHOE
DIRECTOR OF DEVELOPMENT2.0038.00$7,735$118,218$16,152Yes (X)
TONYA CHILDERS
DIRECTOR OF HR2.0038.00$7,991$111,433$20,408Yes (X)
RON FERGUSON
CLERK1.003.00Yes (X)Yes (X)$0$0$0
MARY LOU HATCHER
ASSISTANT 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 MEMBER1.001.00Yes (X)$0$0$0
ERNIE BUSCEMI
BOARD MEMBER1.001.00Yes (X)$0$0$0
MEGAN FAIR
BOARD MEMBER1.002.00Yes (X)$0$0$0
JANE HILES
BOARD MEMBER1.002.00Yes (X)$0$0$0
WILLIAM HOBSON
BOARD MEMBER1.002.00Yes (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
FieldValueIRS element (for citing)
Total Reportable Comp From Org$45,413TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$651,817TotReportableCompRltdOrgAmt
Total Other Compensation$106,646TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
GBR ARCHITECTS LLC
123 N PITT STREET SUITE 300PALEXANDRIAVA22314ARCHITECTURAL SERVICES$359,135
FOUR BROTHERS LLC
4009 GEORGIA AVE NWWASHINGTONDC20011BUILDING CONTRACTORS$140,643
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
All Other Contributions$345,150AllOtherContributionsAmt
Total Contributions$345,150TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$345,150TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$12,165TotalAmt
Program Services$12,165ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$40,448TotalAmt
Program Services$40,448ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,592TotalAmt
Program Services$2,592ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,952TotalAmt
Program Services$1,952ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,328TotalAmt
Program Services$4,328ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$14,359TotalAmt
Management And General$14,359ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,000TotalAmt
Management And General$3,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$275TotalAmt
Program Services$275ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,447TotalAmt
Program Services$5,447ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,740TotalAmt
Management And General$4,740ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$38,684TotalAmt
Management And General$38,684ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$73TotalAmt
Program Services$73ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,624TotalAmt
Management And General$9,624ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescTAXES & LICENSESDesc
Total$13,477TotalAmt
Management And General$13,477ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$151,164TotalAmt
Program Services$67,280ProgramServicesAmt
Management And General$83,884ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$666,843BOYAmt
EOY$280,507EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$11,585BOYAmt
EOY$45,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,337BOYAmt
EOY$11,159EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,412,574LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$365,674LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$237,708BOYAmt
EOY$1,046,900EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$918,473BOYAmt
EOY$1,383,566EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$52,040BOYAmt
EOY$201,524EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$4,408BOYAmt
EOY$3,986EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$97,099BOYAmt
EOY$34,952EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$235,162BOYAmt
EOY$419,354EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$388,709BOYAmt
EOY$659,816EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$270,236BOYAmt
EOY$445,129EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$800,000BOYAmt
EOY$278,621EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$529,764BOYAmt
EOY$723,750EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$918,473BOYAmt
EOY$1,383,566EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$193,986ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$95,839CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,402CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$61,333CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$848,688CurrentTaxYearMinus1YearAmt
Current Tax Year$345,150CurrentTaxYearAmt
Total$1,418,412TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$256,002CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$243,709CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$228,522CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,275CurrentTaxYearMinus1YearAmt
Total$744,508TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$351,841CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$311,111CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$289,855CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$864,963CurrentTaxYearMinus1YearAmt
Current Tax Year$345,150CurrentTaxYearAmt
Total$2,162,920TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$250,000CurrentTaxYearMinus1YearAmt
Current Tax Year$200,000CurrentTaxYearAmt
Total$450,000TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$250,000CurrentTaxYearMinus1YearAmt
Current Tax Year$200,000CurrentTaxYearAmt
Total$450,000TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,712,920PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,193CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$211CurrentTaxYearMinus1YearAmt
Total$1,478TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,193CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$211CurrentTaxYearMinus1YearAmt
Total$1,478TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$353,034CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$311,134CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$289,906CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$865,174CurrentTaxYearMinus1YearAmt
Current Tax Year$345,150CurrentTaxYearAmt
Total$2,164,398TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.79140PublicSupportCY509Pct
Public Support PY5090.88090PublicSupportPY509Pct
Investment Income CY0.00070InvestmentIncomeCYPct
Investment Income PY0.00110InvestmentIncomePYPct
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$1,346,601OtherCostOrOtherBasisAmt
Depreciation$311,937DepreciationAmt
Book Value$1,034,664BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$55,440OtherCostOrOtherBasisAmt
Depreciation$53,737DepreciationAmt
Book Value$1,703BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,046,900TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATEDesc
Amt$419,354Amt
FieldValueIRS element (for citing)
Total Liability$419,354TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED JUNE 30, 2021, AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
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$11,973$170,262$0$0$0$0$1,018$14,472$1,001$14,242$13,992$198,976$0$0
ADLAI AMOR
ASSOC. GEN. SECRETARY - COMM.$9,067$128,934$0$0$0$0$771$10,960$358$5,087$10,196$144,981$0$0
JAMES T SWINDELL
GEN. SECR. - FINANCE & ADMIN$8,647$122,970$0$0$0$0$529$7,521$928$13,199$10,104$143,690$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 EXECUTIVE 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 L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonWILLIAM FLANAGANPersonNm
Relationship With OrgFORMER BOARD OF DIRECTORRelationshipWithOrgTxt
Loan PurposeSUPPORT OF THE ORGANIZATIONLoanPurposeTxt
Loan To OrganizationYes (X)LoanToOrganizationInd
Original Principal$10,000OriginalPrincipalAmt
Balance Due$3,986BalanceDueAmt
Default0DefaultInd
Board Or Committee Approval0BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$3,986TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4THE BYLAWS WERE UPDATED TO CONFORM TO THE STANDARDS OF THE CONTROLLING ORGANIZATION (FCNL EDUCATION FUND).
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 REVIEW 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 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 Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd