FCNL EDUCATION FUND: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
FCNL EDUCATION FUND (EIN 52-1254489)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-10
IRS object ID
201911309349301416
Schema version
2017v2.3
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)
Return2019-05-10T05:07:28-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 SUITE 850AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

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)
PersonDIANE RANDALLPersonNm
Person TitleEXECUTIVE SECRETARYPersonTitleTxt
Phone2025476000PhoneNum
Signature2019-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK H SMITHPreparerPersonNm
PTINP00639053PTIN
Phone2022274000PhoneNum
Preparation2019-05-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address47.19.127.190IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-10IPDt
IP Tm05:07:24IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1A0AE8A7BB8C6D2397DB88F111DB3F763BC2E0F7AtSubmissionCreationDeviceId
At Submission Filing Device Id570ED48B5F8CC28C01C0C8DF3D35B6F95E5F8C55AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDIANE RANDALLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 2ND STREET NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,978,723GrossReceiptsAmt
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 Body12VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee70TotalEmployeeCnt
Total Volunteers2500TotalVolunteersCnt
Total Gross UBI-$9,976TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$11,976NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,404,354PYContributionsGrantsAmt
CY Contributions Grants$2,788,703CYContributionsGrantsAmt
PY Program Service Revenue$779PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,286,321PYInvestmentIncomeAmt
CY Investment Income$1,719,056CYInvestmentIncomeAmt
PY Other Revenue$1,753PYOtherRevenueAmt
CY Other Revenue-$48,499CYOtherRevenueAmt
PY Total Revenue$6,693,207PYTotalRevenueAmt
CY Total Revenue$4,459,260CYTotalRevenueAmt
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$2,095,028PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,385,783CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$40,576PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$38,941CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$943,640CYTotalFundraisingExpenseAmt
PY Other Expenses$1,545,098PYOtherExpensesAmt
CY Other Expenses$1,745,484CYOtherExpensesAmt
PY Total Expenses$3,680,702PYTotalExpensesAmt
CY Total Expenses$4,170,208CYTotalExpensesAmt
PY Revenues Less Expenses$3,012,505PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$289,052CYRevenuesLessExpensesAmt
Total Assets BOY$29,440,080TotalAssetsBOYAmt
Total Assets EOY$29,350,871TotalAssetsEOYAmt
Total Liabilities BOY$4,212,920TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,391,737TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$25,227,160NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$24,959,134NetAssetsOrFundBalancesEOYAmt
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$991,198ExpenseAmt
DescSTRATEGIC ADVOCACY PROGRAM: THE EDUCATION FUND WORKS WITH A NETWORK OF SOME 60,000 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$466,634ExpenseAmt
DescGENERAL 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 Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$369,759ExpenseAmt
DescDOMESTIC POLICY PROGRAM: 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.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)

ExpenseExpenseAmtDescDesc
$187,940PEACEBUILDING PROGRAM: THE EDUCATION FUND EDUCATES POLICYMAKERS IN WASHINGTON, AND WORKS WITH AN INFORMED GRASSROOTS CONSTITUENCY OF SOME 60,000 AROUND THE COUNTRY TO STRENGTHEN CIVILIAN CAPACITIES FOR DIPLOMACY, DEVELOPMENT, AND INTERNATIONAL COOPERATION, WHILE CURBING AND REVERSING THE MILITARIZATION OF U.S. FOREIGN POLICY.
$143,763FOREIGN POLICY PROGRAM: THE FCNL 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.
$130,338NATIVE AMERICAN ADVOCACY PROGRAM: THE FCNL 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.
$118,787ENERGY AND ENVIRONMENT: THE FCNL 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.
$61,701QUAKER NUCLEAR DISARMAMENT PROGRAM: THE 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.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$642,529TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$2,470,120TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
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 FundraisingYes (1)ProfessionalFundraisingInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
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 Document16IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee70EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
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 CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
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 FldMEStatesWhereCopyOfReturnIsFldCd
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 FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
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 FldSDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJERI RHODESPersonNm
Phone2025476000PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (19 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
EXECUTIVE SECRETARY19.0021.00Yes (X)Yes (X)$79,090$88,067$32,169
BRIDGET MOIX
CLERK1.501.50Yes (X)Yes (X)$0$0$0
ERIC GINSBURG
ASSISTANCE CLERK1.501.50Yes (X)Yes (X)$0$0$0
BECKY STEELE
TREASURER1.000.00Yes (X)Yes (X)$0$0$0
DAVID A BANTZ
BOARD MEMBER1.001.00Yes (X)$0$0$0
CONSTANCE BROOKES
BOARD MEMBER1.500.00Yes (X)$0$0$0
JONATHAN BROWN
BOARD MEMBER1.000.00Yes (X)$0$0$0
SCOTT DUNCAN
BOARD MEMBER1.001.50Yes (X)$0$0$0
MEGAN FAIR
BOARD MEMBER1.001.00Yes (X)$0$0$0
BETH HENRICKS
BOARD MEMBER - UNTIL 11/20171.001.50Yes (X)$0$0$0
BILL HOBSON
BOARD MEMBER1.001.00Yes (X)$0$0$0
MARK KHARAS
BOARD MEMBER - UNTIL 11/20171.000.00Yes (X)$0$0$0
A T MILLER
BOARD MEMBER1.001.50Yes (X)$0$0$0
KAREN PUTNEY
BOARD MEMBER - UNTIL 11/20171.001.00Yes (X)$0$0$0
KELLY SCHOOLMEESTER
BOARD MEMBER - UNTIL 11/20171.001.00Yes (X)$0$0$0
ALEX STARK
BOARD MEMBER1.001.00Yes (X)$0$0$0
JERI RHODES
ASSOC. EXEC SEC - FINANCE/ADMIN22.0018.00Yes (X)$71,597$56,010$15,033
BARBARA MONAHAN
ASSOC. EXEC SECR - DEVELOPMENT23.0017.00$66,748$51,547$27,056Yes (X)
JIM CASON
ASSOC. EXEC SEC - STRAT. ADVOCACY16.0024.00$51,281$74,758$18,705Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$268,716TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$270,382TotReportableCompRltdOrgAmt
Total Other Compensation$92,963TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUR BROTHERS LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line12617 MYRTLE AVENUE NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20018ZIPCd
FieldValueIRS element (for citing)
ServicesRENOVATION SERVICESServicesDesc
Compensation$916,653CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,788,703AllOtherContributionsAmt
Noncash Contributions$225,058NoncashContributionsAmt
Total Contributions$2,788,703TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$864,993TotalRevenueColumnAmt
Exclusion$864,993ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$6,688RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$55,187RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$48,499RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$48,499TotalRevenueColumnAmt
Unrelated Business Revenue-$9,976UnrelatedBusinessRevenueAmt
Exclusion-$38,523ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,318,339SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,464,276SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$854,063SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$854,063TotalRevenueColumnAmt
Exclusion$854,063ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,459,260TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$9,976UnrelatedBusinessRevenueAmt
Exclusion$1,680,533ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$195,029TotalAmt
Program Services$75,020ProgramServicesAmt
Management And General$85,769ManagementAndGeneralAmt
Fundraising$34,240FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,722,002TotalAmt
Program Services$1,120,514ProgramServicesAmt
Management And General$158,107ManagementAndGeneralAmt
Fundraising$443,381FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$119,880TotalAmt
Program Services$73,506ProgramServicesAmt
Management And General$9,376ManagementAndGeneralAmt
Fundraising$36,998FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$203,432TotalAmt
Program Services$145,460ProgramServicesAmt
Management And General$13,252ManagementAndGeneralAmt
Fundraising$44,720FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$145,440TotalAmt
Program Services$91,983ProgramServicesAmt
Management And General$19,007ManagementAndGeneralAmt
Fundraising$34,450FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$13,745TotalAmt
Fundraising$13,745FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$41,686TotalAmt
Management And General$41,686ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$38,941TotalAmt
Fundraising$38,941FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$177,984TotalAmt
Management And General$177,984ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$254,791TotalAmt
Program Services$177,797ProgramServicesAmt
Management And General$47,770ManagementAndGeneralAmt
Fundraising$29,224FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$11,132TotalAmt
Program Services$6,876ProgramServicesAmt
Management And General$2,684ManagementAndGeneralAmt
Fundraising$1,572FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$368,791TotalAmt
Program Services$241,575ProgramServicesAmt
Management And General$12,238ManagementAndGeneralAmt
Fundraising$114,978FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$56,459TotalAmt
Program Services$31,286ProgramServicesAmt
Management And General$11,923ManagementAndGeneralAmt
Fundraising$13,250FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$76,728TotalAmt
Program Services$36,087ProgramServicesAmt
Management And General$21,714ManagementAndGeneralAmt
Fundraising$18,927FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$142,276TotalAmt
Program Services$101,085ProgramServicesAmt
Management And General$898ManagementAndGeneralAmt
Fundraising$40,293FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$275,837TotalAmt
Program Services$243,035ProgramServicesAmt
Management And General$12,454ManagementAndGeneralAmt
Fundraising$20,348FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$7,015TotalAmt
Management And General$7,015ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$268,040TotalAmt
Program Services$115,401ProgramServicesAmt
Management And General$104,654ManagementAndGeneralAmt
Fundraising$47,985FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,486TotalAmt
Program Services$1,000ProgramServicesAmt
Management And General$8,486ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES/MEMBERSHIPS/SUBS.$31,972$9,495$13,041$9,436
FOREIGN TAXES$8,390$8,390
LIST MANAGEMENT$1,152$1,152

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,170,208TotalAmt
Program Services$2,470,120ProgramServicesAmt
Management And General$756,448ManagementAndGeneralAmt
Fundraising$943,640FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$368,726BOYAmt
EOY$364,068EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,201,484BOYAmt
EOY$2,596,781EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,631,039BOYAmt
EOY$853,023EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,025BOYAmt
EOY$22,629EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$38,864BOYAmt
EOY$68,859EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,624,107LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,173,757LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,618,074BOYAmt
EOY$7,450,350EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$16,296,806BOYAmt
EOY$17,699,888EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$232,798BOYAmt
EOY$235,446EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$48,264BOYAmt
EOY$59,827EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$29,440,080BOYAmt
EOY$29,350,871EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$196,708BOYAmt
EOY$127,487EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$527,227BOYAmt
EOY$491,020EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,488,985BOYAmt
EOY$3,773,230EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,212,920BOYAmt
EOY$4,391,737EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,715,315BOYAmt
EOY$16,444,493EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,482,303BOYAmt
EOY$5,474,631EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,029,542BOYAmt
EOY$3,040,010EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,227,160BOYAmt
EOY$24,959,134EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$29,440,080BOYAmt
EOY$29,350,871EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$289,052ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$542,850NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$14,228OtherChangesInNetAssetsAmt
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$2,425,481CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,977,196CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,292,900CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,404,354CurrentTaxYearMinus1YearAmt
Current Tax Year$2,788,703CurrentTaxYearAmt
Total$18,888,634TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,425,481CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,977,196CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,292,900CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,404,354CurrentTaxYearMinus1YearAmt
Current Tax Year$2,788,703CurrentTaxYearAmt
Total$18,888,634TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,659,026SubstantialContributorsTotAmt
Public Support Total170$17,229,608PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$224,040CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$324,914CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$415,157CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$345,549CurrentTaxYearMinus1YearAmt
Current Tax Year$870,305CurrentTaxYearAmt
Total$2,179,965TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$5,210CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,458CurrentTaxYearMinus1YearAmt
Total$6,668TotalAmt
FieldValueIRS element (for citing)
Total Support$21,075,267TotalSupportAmt
Gross Receipts Rltd Activities$8,660GrossReceiptsRltdActivitiesAmt
Public Support CY1700.81750PublicSupportCY170Pct
Public Support PY1700.82900PublicSupportPY170Pct
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 - 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 5,210. 2016 AMOUNT: $ 1,458. 2017 AMOUNT: $ 0.ExplanationTxt

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,119,915FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,119,915FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$355,996FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$88,999FilingOrganizationsTotalAmt

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$268,899CurrentYearMinus3Amt
Current Year Minus2$314,937CurrentYearMinus2Amt
Current Year Minus1$332,006CurrentYearMinus1Amt
Current Year$355,996CurrentYearAmt
Total$1,271,838TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,907,757LobbyingCeilingAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$67,225CurrentYearMinus3Amt
Current Year Minus2$78,734CurrentYearMinus2Amt
Current Year Minus1$83,002CurrentYearMinus1Amt
Current Year$88,999CurrentYearAmt
Total$317,960TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$476,940GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,052,798BeginningYearBalanceAmt
Contributions$4,028ContributionsAmt
Investment Earnings Or Losses$259,635InvestmentEarningsOrLossesAmt
Other Expenditures$262,864OtherExpendituresAmt
End Year Balance$6,053,597EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,142,831BeginningYearBalanceAmt
Contributions$462,323ContributionsAmt
Investment Earnings Or Losses$629,499InvestmentEarningsOrLossesAmt
Other Expenditures$181,855OtherExpendituresAmt
End Year Balance$6,052,798EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,576,175BeginningYearBalanceAmt
Contributions$496,581ContributionsAmt
Investment Earnings Or Losses$242,744InvestmentEarningsOrLossesAmt
Other Expenditures$172,669OtherExpendituresAmt
End Year Balance$5,142,831EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,322,111BeginningYearBalanceAmt
Contributions$350,395ContributionsAmt
Investment Earnings Or Losses$58,178InvestmentEarningsOrLossesAmt
Other Expenditures$154,509OtherExpendituresAmt
End Year Balance$4,576,175EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,561,659BeginningYearBalanceAmt
Contributions$148,466ContributionsAmt
Investment Earnings Or Losses$743,000InvestmentEarningsOrLossesAmt
Other Expenditures$131,014OtherExpendituresAmt
End Year Balance$4,322,111EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.50230PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.49770TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$589,994OtherCostOrOtherBasisAmt
Book Value$589,994BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,306,467OtherCostOrOtherBasisAmt
Depreciation$2,598,588DepreciationAmt
Book Value$6,707,879BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$266,430OtherCostOrOtherBasisAmt
Depreciation$233,133DepreciationAmt
Book Value$33,297BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$461,216OtherCostOrOtherBasisAmt
Depreciation$342,036DepreciationAmt
Book Value$119,180BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,450,350TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
PLANNED GIVING AGREEMENT OBLIGATIONS$3,042,952
DUE TO AFFILIATE$728,653
SECURITY DEPOSITS$1,625
FieldValueIRS element (for citing)
Total Liability$3,773,230TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 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.
PART X, LINE 2:THE EDUCATION FUND PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2018, 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.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1ELEVATE LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12314 18TH STREET NW 2ND FLOORAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20009ZIPCd
FieldValueIRS element (for citing)
ActivityGRANT WRITINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$136,882GrossReceiptsAmt
Retained By Contractor$37,950RetainedByContractorAmt
Net To Organization$98,932NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$136,882TotalGrossReceiptsAmt
Total Retained By Contractors$37,950TotalRetainedByContractorsAmt
Total Net To Organization$98,932TotalNetToOrganizationAmt
Licensed StatesAKLicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWYLicensedStatesCd

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

FieldValueIRS element (for citing)
PersonDIANE RANDALLPersonNm
TitleEXECUTIVE SECRETARYTitleTxt
Base Compensation Filing Org$79,090BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$88,067CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$8,730DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$8,302DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$7,813NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$7,324NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$95,633TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$103,693TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

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 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, WRITTEN EMPLOYMENT CONTRACTS, AND 990S OF SIMILAR ORGANIZATIONS.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution29ContributionCnt
Noncash Contributions Rpt F990$225,058NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 30B:FCNL REPORTS THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B).
PART I, LINE 32B:OUR GIFT ACCEPTANCE POLICY REQUIRES THE APPROVAL BY COMMITTEE OF ANY GIFT THAT IS NOT GIVEN IN CASH, STOCK OR MUTUAL FUND FORM. WE RECEIVED A GIFT OF A PERSONAL RESIDENCE WITH SPECIFIC INSTRUCTIONS AS TO THE PROCEEDS WHEN SOLD. THE RECEIPT OF THE GIFT AND SUBSEQUENT ALLOCATION OF FUNDS WAS APPROVED BY THE GIFT ACCEPTANCE COMMITTEE AND EXECUTIVE COMMITTEE OF THE BOARD.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE EDUCATION FUND IS GOVERNED BY A BOARD WHICH IS APPOINTED BY THE EXECUTIVE COMMITEE OF THE FRIENDS COMMITTEE ON NATIONAL LEGISLATION(FCNL), A RELATED ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11BPRIOR TO SUBMISSION, THE CLERK OF THE FINANCE COMMITTEE AND THE TREASURER OF FCNL EDUCATION FUND REVIEW THE DRAFT FORM 990 FOR THE FCNL EDUCATION FUND. ONCE THAT REVIEW IS COMPLETED, NOTICE WILL BE SENT TO THE FULL FINANCE COMMITTEE AND THE FCNL EDUCATION FUND BOARD OF DIRECTORS 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 EDUCATION FUND BOARD 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 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 B, LINE 15THE 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 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, WRITTEN EMPLOYMENT CONTRACTS, AND 990S OF SIMILAR ORGANIZATIONS.
FORM 990, PART VI, SECTION C, LINE 19THE FCNL EDUCATION FUND 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 THE FCNL EDUCATION FUND'S WEBSITE (WWW.FCNL.ORG). THE CURRENT FORM 990(NOT INCLUDING SCHEDULE B), THE IRS DETERMINATION LETTER, CONFLICT OF INTEREST POLICY, AND THE ANNUAL REPORT CAN BE FOUND ON THE FCNL EDUCATION FUND'S WEBSITE IN ADOBE FORMAT.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF INTEREST PLANNED GIVING AGREEEMENTS -14,228.

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)
EIN521254489EIN
Primary ActivitiesOWNS, MANAGES, AND LEASES REAL PROPERTYPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1FCNL EDUCATION FUNDBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1FRIENDS COMMITTEE ON NATIONAL LEGISLATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 2ND STREET NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd
FieldValueIRS element (for citing)
EIN530178883EIN
Primary ActivitiesBRING CONCERNS OF THE RELIGIOUS SOCIETY OF FRIENDS TO BEAR ON PUBLIC POLICYPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Exempt Code Section501(C)(4)ExemptCodeSectionTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
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 OrgYes (1)RentalOfFacilitiesToOthOrgInd
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 Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
FRIENDS COMMITTEE ON NATIONAL LEGISLATION
J$159,127COST
FRIENDS COMMITTEE ON NATIONAL LEGISLATION
O$1,314,690COST
FRIENDS COMMITTEE ON NATIONAL LEGISLATION
P$1,702,485COST

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