2016-11-14T15:20:26-06:00 2016-06-30 521511275 RAFFA PC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2015-07-01 521254489 FCNL EDUCATION FUND FCNL 2025476000 245 2ND STREET NE WASHINGTON DC 20002 DIANE RANDALL EXECUTIVE SECRETARY 2025476000 2016-11-14 1 FRANK H SMITH P00639053 2028225000 2016-11-14 2015 2017-02-10 21:41:12Z DIANE RANDALL 245 2ND STREET NE WASHINGTON DC 20002 10442450 0 X FCNL.ORG X 1982 DC TO EDUCATE THE PUBLIC ABOUT CONCERNS FOR PEACE, JUSTICE AND THE ENVIRONMENT. 14 13 57 2500 -17973 -19723 4977196 4292900 809 2834 690311 862937 -46220 -27266 5622096 5131405 0 0 0 0 2043128 2004617 137228 105627 1051380 1132771 1410106 3313127 3520350 2308969 1611055 24669420 26019550 3781694 3707072 20887726 22312478 X THE 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, OPPORTUNITY, AND ENVIRONMENTAL STEWARDSHIP THAT ARE OF CONCERN TO THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS). 0 0 720145 1364 STRATEGIC 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 ADVANCE 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 COACHES PEOPLE IN EFFECTIVE AND TIMELY ADVOCACY FOR PEACE AND JUSTICE. 315709 DOMESTIC POLICY PROGRAM: THE EDUCATION FUND WORKS ON FEDERAL GOVERNMENT POLICIES THAT HAVE A TREMENDOUS IMPACT ON THE LIVES OF EVERYONE IN THE UNITED STATES. THE EDUCATION FUND RESEARCHES AND WRITES ABOUT 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 REFORMS IN CAMPAIGN FINANCE LAWS TO INCREASE PARTICIPATION AND FAITH IN OUR DEMOCRATIC PROCESSES, AND TO REDUCE THE EXCESSIVE INFLUENCE OF LARGE POLITICAL CAMPAIGN CONTRIBUTIONS. THE EDUCATION FUND WORKS TO REDUCE MASS INCARCERATION THROUGH REFORMS IN FEDERAL SENTENCING LAWS AND TO CURTAIL THE MILITARIZATION OF LOCAL LAW ENFORCEMENT. THE EDUCATION FUND WORKS ON EACH OF THESE ISSUES THROUGH COALITIONS WITH OTHER FAITH BASED GROUPS AND OTHER PARTNER ORGANIZATIONS. 256281 PEACEBUILDING 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. THE UNITED STATES HAS INVESTED HUNDREDS OF BILLIONS OF DOLLARS TO BUILD CAPABILITIES TO FIGHT AND WIN WARS BUT LITTLE MONEY OR TALENT IN DEVELOPING THE TOOLS NECESSARY TO PREVENT DEADLY CONFLICT. AS A RESULT, WHEN U.S. POLICYMAKERS LOOK FOR TOOLS TO RESPOND TO EMERGING WARS AND ESCALATING CONFLICTS, THEY FIND A TOOLBOX WITH ONLY ONE IMPLEMENT - MILITARY HAMMER. 196290 1470 GENERAL PROGRAM: OUR WORK SUPPORTS THE SPECIFIC PROGRAM AREAS DESCRIBED IN OTHER PARTS OF THIS DOCUMENT. IN ADDITION, THE FCNL EDUCATION FUND ENGAGES YOUNG ADULTS IN AN 11-MONTH YOUNG FELLOWS PROGRAM THAT PROVIDES PROFESSIONAL FORMATION AS LEADERS AND ADVOCATES FOR A MORE PEACEFUL AND JUST WORLD. 146323 ENERGY AND ENVIRONMENT PROGRAM: THE FCNL EDUCATION FUND INFORMS CONGRESS AND THE PUBLIC ABOUT BOLD AND IMMEDIATE MEASURES TO COUNTER GLOBAL CLIMATE CHANGE AND ASSIST THREATENED HUMAN POPULATIONS AT HOME AND ABROAD. WE PROMOTE DEEP, QUICK, AND FAIR 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 RECOGNIZE THAT THE CRITICAL AND INTERCONNECTED ISSUES OF ENERGY AND ENVIRONMENT RELATE NOT ONLY TO CLIMATE CHANGE, BUT ALSO TO WAR, MILITARY SPENDING, THE NATION'S BUDGET, AND THE CAPACITY OF THE UNITED STATES TO MEET DOMESTIC HUMAN NEEDS AND 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. 125318 FOREIGN 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 NGOS 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 EMPHASIZE JOINT AID, CIVILIAN PEACE BUILDING, AND REGIONAL DEMOCRACY, ESPECIALLY IN THE MIDDLE EAST AND AFRICA. AS A REFLECTION OF OUR VALUES, WE STAND FOR THE WITHDRAWAL OF ALL U.S. TROOPS AND BASES FROM IRAQ AND AFGHANISTAN, FOR SUSTAINED DIPLOMATIC NEGOTIATIONS WITH ALL OF THE COUNTRIES IN THE MIDDLE EAST REGION, AND FOR SUSTAINED U.S. DEVELOPMENT AID THROUGH INTERNATIONAL ORGANIZATIONS. 72622 QUAKER NUCLEAR DISARMAMENT PROGRAM: THIS PROGRAM EDUCATES CONGRESS ABOUT NUCLEAR NONPROLIFERATION, PROVIDES A REGULAR CALENDAR OF EVENTS ON THESE ISSUES THAT IS DISTRIBUTED TO MORE THAN 10,000 POLICYMAKERS IN WASHINGTON AND AROUND THE WORLD, AND DISTRIBUTES FACT-BASED ANALYSES OF DANGERS POSED BY NUCLEAR WEAPONS. 58748 NATIVE AMERICAN ADVOCACY PROGRAM: THE FCNL EDUCATION FUND WORKS TO PROMOTE AND PRESERVE TRIBAL SOVEREIGNTY OF INDIGENOUS PEOPLES WITHIN THE UNITED STATES. WE SUPPORT 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 RELATING TO NATIVE AMERICANS. THE PROGRAM SERVES AS AN INFORMATION HUB FOR INTERFAITH COLLEAGUE ORGANIZATIONS. 599301 1470 1891436 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 19 0 1 57 1 1 1 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AZ AR CA CT FL GA HI IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WA WV WI X X JERI RHODES 2025476000 245 2ND STREET NE WASHINGTON DC 20002 DIANE RANDALL EXECUTIVE SECRETARY 23.00 17.00 X X 90086 68522 29265 DEANNE BUTTERFIELD ASSISTANT CLERK 1.50 1.50 X X 0 0 0 ERIC GINSBURG CLERK 1.50 1.50 X X 0 0 0 REBECCA STEELE TREASURER 1.00 0.00 X X 0 0 0 MARION BALLARD BOARD MEMBER - UNTIL 11/2015 1.00 1.00 X 0 0 0 DAVID BANTZ BOARD MEMBER 1.00 1.00 X 0 0 0 SCOTT DUNCAN BOARD MEMBER - AS OF 11/2015 1.00 1.00 X 0 0 0 DEBORAH FINK BOARD MEMBER 1.00 1.00 X 0 0 0 BETH HENRICKS BOARD MEMBER 1.00 1.00 X 0 0 0 MARK KHARAS BOARD MEMBER 1.00 0.00 X 0 0 0 KARA NEWELL BOARD MEMBER - UNTIL 11/2015 1.00 1.00 X 0 0 0 AT MILLER BOARD MEMBER - AS OF 11/2015 1.00 1.00 X 0 0 0 KAREN PUTNEY BOARD MEMBER 1.00 1.00 X 0 0 0 KELLY SCHOOLMEESTER BOARD MEMBER 1.00 1.00 X 0 0 0 DAVID SNYDER BOARD MEMBER 1.00 1.00 X 0 0 0 JOHN WILKIN BOARD MEMBER 1.00 1.00 X 0 0 0 JERI RHODES ASSOC. EXEC SEC - FINANCE/ADMIN 25.00 15.00 X 71553 44976 14281 RUTH FLOWER UNTIL 032016 ASSOC. EXEC SEC - LEGISLATIVE PRGM 23.00 17.00 X 71590 51164 23093 JIM CASON ASSOC. EXEC SEC - STRAT. ADVOCACY 18.00 22.00 X 54320 63550 17554 BARBARA MONAHAN ASSOC. EXEC SEC - DEVELOPMENT 25.00 15.00 X 73773 44078 24626 361322 272290 108819 0 0 1 0 0 4292900 416192 4292900 MEETING REGISTRATION 900099 1470 1470 HONORARIA 900099 1364 1364 2834 400487 400487 31415 63891 -32476 -32476 -17973 -14503 5709604 5247154 462450 462450 462450 MISCELLANEOUS 900099 5210 5210 5210 5131405 2834 -17973 853644 207173 90809 77671 38693 1429153 868350 135269 425534 94441 58742 9599 26100 150532 95317 12360 42855 123318 73034 15235 35049 6528 990 5538 44430 44430 105627 105627 173000 173000 197628 128553 6985 62090 26668 25333 130 1205 283992 117550 29636 136806 37641 21171 6932 9538 31440 18248 4237 8955 111393 64004 1532 45857 225364 180357 13077 31930 1470 1470 242003 140463 32611 68929 4568 1500 3068 DUES/MEMBERSHIPS/SUBS. 16511 8005 2464 6042 FILING FEES 3772 3772 FOREIGN TAXES 2882 2882 MISCELLANEOUS 816 184 632 3520350 1891436 577534 1051380 200408 1033196 2393432 2694321 1763806 1270553 0 2967 36771 55766 7769944 2626950 5209062 5142994 14657461 15127243 408480 692510 24669420 26019550 54856 112087 712026 628790 3014812 2966195 3781694 3707072 X 11300093 10682890 7516996 9062370 2070637 2567218 20887726 22312478 24669420 26019550 X 1611055 -160083 -26220 X 0 1 X 1 0 X 1665584 2768344 2425481 4977196 4292900 16129505 1665584 2768344 2425481 4977196 4292900 16129505 1772319 14357186 181246 234214 224040 324914 415157 1379571 5210 5210 17514286 30995 0.81970 0.80100 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2011 AMOUNT: $ 0. 2012 AMOUNT: $ 0. 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 5,210. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 3298740 3298740 314937 78734 0 0 249528 255685 268899 314937 1089049 1633574 62382 63921 67225 78734 272262 408393 4576175 496581 242744 172669 5142831 4322111 350395 58178 154509 4576175 3561659 148466 743000 131014 4322111 2507135 340198 831787 117461 3561659 2444301 50107 113461 100734 2507135 0.49910 0.50090 0 0 589933 589933 6620596 2125925 4494671 266835 214260 52575 292580 286765 5815 5142994 PLANNED GIVING AGREEMENT OBLIGATIONS 2966195 2966195 X 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, 2016, 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. X X X X X 1 H FREEMAN ASSOCIATES LLC 2204 SALISBURY ROAD SOUTH RICHMOND IN 47374 CAPITAL CAMPAIGN CONSULTING 0 2176206 30937 2145269 ARTHUR M BOYD 2604 QUEEN ANNE ROAD BALTIMORE MD 21216 CONSULTS THE FUNDRAISING DEPARTMENT 0 1420104 30704 1389400 ELEVATE LLC 2314 18TH STREET NW 2ND FLOOR WASHINGTON DC 20009 GRANT WRITING 0 199117 34650 164467 3795427 96291 3699136 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY ND NC DC SCHEDULE G, PART I, LINE 2B, COLUMN (V) PAYMENTS MADE TO H. FREEMAN ASSOCIATES, LLC INCLUDE $28,800 RELATED TO CONSULTING AND $2,137 FOR REIMBURSEMENTS OF FUNDRAISING EXPENSES. THE SAME PAYMENT APPLIES TO ARTHUR M. BOYD OF WHICH $30,696 WAS FOR SERVICES AND $8 FOR FUNDRAISING EXPENSE REIMBURSEMENTS. 0 0 0 0 0 0 0 0 0 DIANE RANDALL EXECUTIVE SECRETARY 90086 68522 0 0 0 0 9157 6965 7589 5554 106832 81041 0 0 PART I, LINE 3 THE 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. X 34 134950 FMV X 1 281242 FMV 0 1 0 PART I, COLUMN (B): FCNL EDUCATION FUND REPORTS THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 7A THE 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 11 THE CLERK OF THE FINANCE COMMITTEE AND THE TREASURER OF THE EDUCATION FUND REVIEW THE DRAFT VERSION OF FEDERAL FORM 990. THE FORM 990 WILL NOT BE FILED WITH THE INTERNAL REVENUE SERVICE UNTIL A NOTICE IS SENT INDICATING THE DRAFT 990 IS AVAILABLE FOR VIEWING TO THE FULL FINANCE COMMITTEE AND EXECUTIVE COMMITTEE IN ADDITION TO THE FINANCE COMMITTEE CLERK AND TREASURER REVIEWING THE DRAFT 990. THE FINANCE COMMITTEE AND THE THE EDUCATION FUND'S EXECUTIVE COMMITTEE SHALL RECEIVE A REPORT ON THIS REVIEW AT THEIR NEXT REGULAR MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISCUSSED ANNUALLY BY THE EDUCATION FUND BOARD AT THE FIRST MEETING OF THE CALENDAR YEAR AND REVIEWED AS NEEDED. THIS POLICY IS ALSO A PART OF NEW MEMBER ORIENTATION. 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. FORM 990, PART VI, SECTION C, LINE 19 THE 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 -26,220. 205 C STREET NE LLC 245 2ND STREET NE WASHINGTON DC 20002 521254489 OWNS, MANAGES, AND LEASES REAL PROPERTY DC 30815 1110454 FCNL EDUCATION FUND FRIENDS COMMITTEE ON NATIONAL LEGISLATION 245 2ND STREET NE WASHINGTON DC 20002 530178883 BRING CONCERNS OF THE RELIGIOUS SOCIETY OF FRIENDS TO BEAR ON PUBLIC POLICY DC 501(C)(4) N/A 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 FRIENDS COMMITTEE ON NATIONAL LEGISLATION J 179395 COST FRIENDS COMMITTEE ON NATIONAL LEGISLATION O 2004617 COST FRIENDS COMMITTEE ON NATIONAL LEGISLATION Q 50685 COST