Center for Lobbying in the Public Interest

Mike Cortés is Clinical Assistant Professor of Social Work at the University of Denver, where he teaches courses on public policy analysis and advocacy. He also teaches a graduate seminar on nonprofits and public policy at the University of Colorado Denver. The current focus of his research and private consulting practice is on effective use of public policy research and analysis by advocacy organizations.

He is past director of the University of San Francisco Institute for Nonprofit Organization Management, where he directed and taught courses in the Master of Nonprofit Administration program. Previously he served as director of the Program on Nonprofit Organizations at the University of Colorado School of Public Affairs, and co-director of the University of Colorado Latino Research and Policy Center. He has also taught at the University of California, Berkeley, Goldman School of Public Policy, and the UCLA Urban Planning program.

Prior to becoming an academic, Mike was vice-president for research, advocacy, and legislation at the National Council of La Raza in Washington, D.C., and director of planning, finance, and administration at the Levi Strauss Foundation in San Francisco. Mike's research publications and conference papers have addressed policy analysis and advocacy, Latino nonprofit organizations and philanthropy, nonprofit uses of technology, and disabilities among migrant and seasonal farm workers.

He has served on numerous boards and advisory committees, including the Center for Community Change, Hispanics in Philanthropy, the Association for Research on Nonprofit Organizations and Voluntary Action (ARNOVA), the Nonprofit Academic Centers Council, the Urban Institute Center on Nonprofits and Philanthropy, the Independent Sector research committee, and editorial boards of Nonprofit and Voluntary Sector Quarterly and Nonprofit Management and Leadership. Mike holds an M.S.W. from the University of Michigan, and an M.P.P. and Ph.D. in Public Policy from the University of California, Berkeley.

DAVID F. ARONS, ESQ., Treasurer

David Arons is the former Co-Director of the Center for Lobbying in the Public Interest. Most recently, David served as the Director of Government Relations for the American Cancer Society in Minnesota. David serves the nonprofit sector as a public interest lobbyist, organizer, teacher, attorney and volunteer. He is co-author of Seen but Not Heard: Strengthening Nonprofit Advocacy (Aspen Institute, 2007); editor of Power in Policy: A Funder's Guide to Advocacy and Civic Participation (Fieldstone Alliance, 2007); co-author of Surveying Nonprofits: A Research Handbook (Aspen Institute 2003); co-author of A Voice for Nonprofits, (Brookings Institution, 2003); and author of Teaching Nonprofit Advocacy (Independent Sector, 1999).

Prior to working at CLPI, David directed a civic education program at the Lincoln Filene Center at Tufts University. He worked in Government Relations as a lobbyist at Independent Sector from 1994 to 1997 on issues pertaining to nonprofit advocacy rights, tax policy, budget and telecommunications. David earned a law degree from William Mitchell College of Law, has a M.A. in Urban and Environmental Policy from Tufts University and received a bachelor's degree in political science from James Madison University.

DEBORAH AUGER, PH.D., Secretary

Deborah Auger, Ph.D. is on the graduate faculty of the School of Urban Affairs and Public Policy at the University of Delaware where she serves as Director of the MPA MidCareer Program and head of the nonprofit leadership specialization area. She has worked extensively conducting training for nonprofit directors in the U.S. and Japan, and serves on the Board of Editors of the central journal in the field, Nonprofit and Voluntary Sector Quarterly. In the advocacy area, Dr. Auger founded and serves as annual instructor for her Nonprofit Advocacy and Government Relations Module as part of the University's sixteen-week Nonprofit Management Certificate Program. She has conducted advocacy training for prospective board members as part of the Delaware Association of Nonprofit Agencies' "Leadership Delaware" program, for nonprofit staff as part of DANA's annual conference, for the national Alliance for Nonprofit Management annual conference, and for the Center for Disabilities Studies Executive Leadership Seminar.

Dr. Auger's teaching areas include collaboration and partnerships, government-nonprofit relations including contracting issues, public policy and advocacy initiatives, strategic leadership for nonprofits, and social service networks. She received her MPA from the Maxwell School at Syracuse University and her Ph.D. "with distinction" from the Massachusetts Institute of Technology. Dr. Auger also holds an appointment as Associate Scholar in the Center on Nonprofits and Philanthropy at the Urban Institute in Washington, D.C.

DAVID COHEN

David Cohen is a Senior Fellow Civic Ventures and Senior Congressional Fellow at Council for a Livable World, advising both organizations on matters of policy, program and civic leadership. The overarching theme at Civic Ventures is to help practitioners use the talents and experience of older Americans to the fullest, thereby enabling the whole society to benefit from their "experience dividend." At Council for a Livable Worrld the focus is to advance arrms control and rid the world of nuclear weapons.He also serves as a Board Chair of Global Integrity. Prior to Mr. Cohen's retirement from the Advocacy Institute, which he co-founded with Michael Pertschuk, he served as its Co-Chair from 2001 through 2005 and pioneered the Institute's work in its international capacity building programs. Mr. Cohen Co-authored Advocacy for Social Justice: A Global Action and Reflection Guide, in 2001 and Co-Authored Advocacy Matters in 2008. He was an active participant in the Advocacy Institute's Leadership for a Changing World Program, where directed the Learning Initiatives aspect of the program.

Mr. Cohen has been an advocate and strategist on many of the major social justice and political reform issues in the United States since the early 1960s, including civil rights, anti-poverty, modifying the Congressional seniority system, and reforming U.S. political processes by eliminating abuses of power and the corrupting influence of money on American politics. From 1975 to 1981 he served as President of Common Cause, the largest voluntary membership organization in the United States working on government accountability issues. Mr. Cohen continues to counsel social justice movement groups in the U.S. and abroad, including South and Southeast Asia, Southern Africa, Middle East, Central and Eastern Europe, and the Balkans, to gain support for their public agenda.

CAROLINE FREDRICKSON

Caroline Fredrickson joined The American Constitution Society for Law and Policy in July 2009 as Executive Director. Prior to assuming leadership at ACS, she served as the director of the ACLU's Washington Legislative Office, and also as General Counsel and Legal Director of NARAL Pro-Choice America. Before that, Caroline was Chief of Staff to Sen. Maria Cantwell and Deputy Chief of Staff to then-Senate Democratic Leader Tom Daschle. During the Clinton administration, she served as Special Assistant to the President for Legislative Affairs. She has been widely published and appears frequently in the media on topics including labor law, anti-discrimination law, and human and civil rights issues. She holds a law degree from Columbia and graduated summa cum laude from Yale.

EDWARD A. HAILES, JR.

Edward A. Hailes, Jr., is a seasoned civil rights attorney and an ordained Baptist minister. He serves as Managing Director and General Counsel for Advancement Project, a policy and legal action group that creates strategies for achieving universal opportunity and a racially just democracy. Hailes previously directed Advancement Project's Power and Democracy Program and coordinated its Voter Protection Program, which provides pro-active, year-round, legal and policy advocacy, strategic communications, and litigation support to voter registration groups and local voter protection coalitions, identifying and eradicating legal and structural disenfranchisement in minority and low income communities in many states. He also directed the VA Voter Restoration Initiative, which works with VA community partners to eliminate the unjust barriers people with felony convictions face in regaining the right to vote and a voice in our democracy.

Before joining Advancement Project's staff in 2001, Hailes was appointed by former President Bill Clinton to serve as the General Counsel for the United States Commission on Civil Rights where he directed its historic investigation into allegations of voting irregularities in Florida during the 2000 presidential election. Prior to his presidential appointment, he was engaged in litigation and federal legislative advocacy as an attorney for the NAACP and in that capacity co-chaired a national coalition that was instrumental in securing passage of the National Voter Registration Act that was signed into law by President Clinton. Hailes is a Howard Law graduate, a member of the District of Columbia Bar, an Adjunct Professor at the Georgetown University Law Center, Vice Chair of the Board of Directors of Fair Vote, a member of the Board of Directors of OMB Watch, and Assistant to the Pastor of Mt. Moriah Baptist Church in Washington, DC. He and his wife, Janet, have two daughters, Audrey and Alexa. Hailes lives and is registered to vote in the District of Columbia.

CHRIS KRACKELER

Chris Krackeler is the Vice Presidents of Major Markets at Convio, a software and services company which helps more than 1,300 Non-Profits use the Internet to inspire and mobilize people to support their missions. In his role, Chris leads a team which works with existing and upcoming clients to help them develop a vision for using technology to raise more money and awareness. Chris is also frequently invited to present at industry events, seminars and conferences to share cutting-edge research and best practices.

In 2010 alone, Convio's clients have sent more than 4 Billion emails to Congress to advocate on a multitude of issues and raised more than $1 Billion online, which is more than the entire Non-Profit sector raised online in all of 2005. In April 2010, just 10 years after its inception, Convio launched a successful IPO to become one of the first technology companies focused solely on the Non-Profit sector to trade on NASDAQ (CNVO). In 2008, Chris was selected by Convio as its Exemplary Leader, an award given annually to the one person who best contributes to the company's success while also representing its ideals.

Having always been passionate about helping Non Profit organizations and early stage companies, Chris opened GetActive Software's satellite office in Washington, DC in 2000. While there, Chris served as the Vice President of Sales and held a seat on the Senior Management Team. In his role, Chris helped GetActive develop from a start-up company on a shoe-string budget to a leading provider of fundraising and advocacy software to more than 600 non-profit organizations. In 2007, after having grown to a staff of more than 125 with offices in Washington, DC and Berkeley, CA, GetActive was acquired by Convio.

Prior to joining GetActive, Chris worked in business development for the online division of Advanced Solutions International, a provider of member management software to Associations and Non Profits. In addition, Chris has also worked as an analyst with ICF Consulting and with Representative Richard Gephardt during his tenure as Minority Leader. Chris holds a BA in Political Science from Georgetown University, where he graduated with Cum Laude honors.

PATRICK LESTER

Patrick Lester serves as Sr. Vice President for Public Policy for the Alliance for Children and Families and United Neighborhood Centers of America. He manages their joint legislative office in Washington, D.C. Mr. Lester most recently served as United Way of America's Director of Public Policy, where he was that organization's lead liaison to Congress, the federal executive branch, and the media on national charity law and charitable tax incentives, the federal budget, and children's health. He was also responsible for helping to develop public policy capacity among the nation's 1,300 local United Ways.

Prior to his joining United Way of America, Mr. Lester was Senior Public Policy Analyst at the Maryland Association of Nonprofit Organizations, where he analyzed state budget issues. Mr. Lester authored several reports on state health care programs, the state's unemployment insurance program, and other issues, many of which received prominent coverage in the local media.

Before joining the Maryland Association of Nonprofit Organizations, Mr. Lester was the Legislative Director for the Coalition on Human Needs, an alliance of several major national organizations that serve low-income and disadvantaged communities, and was a budget analyst with OMB Watch, a Washington, DC-based advocacy organization. In both positions, Mr. Lester specialized in federal budget issues and tax policy.

From 1993 to 1994, Mr. Lester served on the staff of the Domestic Policy Council at the White House, and from 1990 to1992 he was a Legislative Analyst working for the Maryland General Assembly.

Mr. Lester received a Masters of Public Policy degree from Georgetown University and a Bachelor of Arts from the University of Michigan.

LORI McCLUNG

Lori McClung has been involved in communications, public policy and advocacy for 15 years. Lori began her career as a reporter for several daily newspapers. She is a founder of Advocacy & Communication Solutions, LLC (ACS). ACS is a consulting firm that assists non-profits, for profits and organizations of all kinds build government and community support for their missions and programs. ACS provides strategic communication, government relations, advocacy, policy analysis, media relations and strategy development services. Throughout her career, Ms. McClung has been responsible for advocating on various education, health and human services and economic development issues at the local, state and national level and leading statewide campaigns to significantly increase the government's investment in many of those issues.

Prior to Advocacy and Communication Solutions, she was Associate Director and a senior fellow for education and youth development issues for the Center for Community Solutions where she was responsible for advocating on primary and secondary education issues at the local, state and national level; advocating on youth development issues; and leading the statewide campaign to significantly increase the State of Ohio's investment in early care and education. Prior to Community Solutions, she was the Director of Government Affairs for the Cleveland Municipal School District. She received a "Friend of Public Education" award from the Ohio Federation of Teachers in 2005 and two awards from the Cleveland Rape Crisis Center in 2008 and in 2002 for her outstanding volunteer work. She was selected in 2005 to be a national training fellow for the Center for Lobbying in the Public Interest (CLPI). In that capacity she travels across the country teaching individuals and organizations about the importance of lobbying, how to lobby, and educating them about the legal do's and don'ts of lobbying.

In addition to her professional commitments, Ms. McClung serves on the boards of the Cleveland Public Library, the Cleveland Rape Crisis Center, and on the national board of Center for Lobbying in the Public Interest. She also serves on the Alzheimer's Association Public Policy Committee. Previous board appointments include the Greater Cleveland Media Development Corporation, Coalition for Greater Cleveland's Children (now Voices for Children) and the national board of Parents for Public Schools. She holds a bachelor's degree in Communications and a Certificate in Journalism from the University of Cincinnati.Ms. McClung and her husband live in the City of Cleveland.

MARCUS S. OWENS, ESQ.

Marcus S. Owens is a member in Caplin & Drysdale's Washington, D.C. office. He joined the firm in February 2000. Prior to that, Mr. Owens was employed by the Exempt Organizations Division of the Internal Revenue Service and served as the division's director for the last ten years. In that capacity, he was the chief decision-maker regarding design and implementation of federal tax rulings and enforcement programs for exempt organizations, unrelated business income tax, private foundation excise taxes, hospital reorganizations, college and university guidelines, political organizations, and tax-exempt bonds. He also served as the IRS's primary liaison with other federal agencies, Congress, and state regulators on exempt organizations issues.

Since joining Caplin & Drysdale, Mr. Owens has been representing a broad range of nonprofit organizations including private foundations, charities, U.S. affiliates of foreign charities, and trade associations. The context has ranged from tax planning, the process of formation and application for exemption, through IRS audits including large case or team audits. Particular projects have involved the emerging rules for foreign grant making and organizations interested in public policy but concerned with legislative and political activities. He also is a frequent lecturer on the complex laws affecting exempt organizations. Mr. Owens is a recipient of the IRS Commissioner's Award for exemplary service.

PAUL THORNELL

Paul Thornell serves as Vice President, Federal Government Affairs in the Global Government Affairs office of Citigroup. Prior to joining Citigroup, he served as Senior Vice President of Public Policy and Field Leadership at United Way of America, the nation's largest charity. In this position from 2002 to January 2007, Mr. Thornell developed and advocated on behalf of United Way's public policy agenda before Congress and the Administration; led the organization's relationship management work with the nearly 1,400 local United Ways; and oversaw United Way of America's work in Disaster Preparedness and Response.

Prior to his joining United Way of America, Mr. Thornell was Managing Director for Public Affairs in Hill and Knowlton's Washington office managing a variety of clients, for whom he provided strategic counsel, directed government relations and developed strategies on media relations and third party engagement.

Mr. Thornell served from 1998 to 2001 at the White House as Deputy Director of Legislative Affairs for Vice President Al Gore. In that capacity, he was a senior liaison for Vice President Gore with Members of Congress, promoting the Clinton/Gore Administration's policies before Congress and directing the Vice President's activities and communication with U.S. Senators and U.S. Representatives.

Before joining the Office of the Vice President at the White House, Mr. Thornell served from 1996 to 1998 on Senate Democratic Leader Tom Daschle's leadership staff. In his position, he was the Senate Democratic Leadership's chief liaison to education, children's, social service, civil rights and religious organizations, as well as directing intergovernmental affairs for the Senate Democratic Leadership.

From 1994 to 1996, Mr. Thornell was Senior Legislative Representative at the advocacy group People For the American Way. In this role, he represented the organization's interests before Congress and the Executive Branch on various First Amendment, civil rights and public education issues.

Mr. Thornell was raised in Washington, DC and received his Bachelor of Arts degree from the University of Pennsylvania. He has done extensive research on his family history, publishing an award-winning article on his great, great grandfather in the Journal of Negro History and delivering remarks at various public engagements on his research.

Mr. Thornell is a Board member of DC Habitat for Humanity; Generations United; and The Center for Lobbying in the Public Interest (CLPI). Mr. Thornell resides in Washington, DC with his wife Emily and son Nolan.

AUDREY TAYSE HAYNES

Audrey Tayse Haynes joined YMCA of the USA as the Chief Government Affairs Officer in August 2002. She leads the government relations and policy efforts of the nation's 2,687 YMCAs and 50 YMCA state alliance organizations. The YMCA of the USA is the nation's leading nonprofit committed to strengthening communities through youth development, healthy living and social responsibility.

Audrey's career in Washington began in 1993 as the National Executive Director of Business and Professional Women/USA and the Business and Professional Women's Foundation. Audrey served the Clinton/Gore administration as Deputy Assistant to the President and Director of the Office for Women's Initiatives and Outreach at the White House for former President Bill Clinton; and as Special Assistant to former Vice President Al Gore and Chief of Staff to Tipper Gore. Prior to joining YMCA of the USA, Audrey served as Director of former Kentucky Governor Paul Patton's Washington, D.C. office, where she worked to strengthen the state's national leadership role.

Audrey has held appointments in the administrations of three Kentucky governors as Executive Director of the Kentucky Literacy Commission, Member of the Kentucky Board for Elementary and Secondary Education and as Deputy Secretary of the Cabinet for Health Services. In 1991, Audrey was appointed to the Board of the National Institute of Literacy by President George H. W. Bush. Early in her career, Audrey worked in the field of mental health and substance abuse rehabilitation, serving as an alcohol and drug abuse counselor and later as a community education specialist.

Throughout her career, Audrey has been a strong advocate for welfare reform, health care, education, family and medical leave, domestic violence prevention and many other issues important to youth and families. In her role with the YMCA of the USA, Audrey travels extensively promoting the YMCA's national legislative agenda. Her husband, Michael, was the Executive Director of the Kentucky Youth Association/State YMCA, and for over 35 years worked with teenagers - helping them develop leadership skills through YMCA Youth and Government and Model United Nations programs, the largest program of its kind in the nation.

A graduate of Spalding University in Louisville, Kentucky and the University of Kentucky in Lexington, Audrey holds both bachelors and masters degrees in social work. She has received numerous state and national awards for her advocacy for mental health care, adult education and other issues impacting youth and families.

THOMAS TROYER

Thomas A. Troyer was a Caplin & Drysdale partner in the Washington, D.C. office. Troyer was the senior member of its exempt organizations practice, which he was instrumental in developing. An expert and leading figure on taxation and rules governing tax-exempt organizations, Mr. Troyer has dedicated his career to providing counsel to charitable nonprofit organizations and private foundations in all areas of tax law. As the founding CLPI Board Chair, Mr. Troyer helped define the importance of nonprofit lobbying and the significance of CLPI's role in this endeavor.

CLPI Staff Bios:

LAWRENCE S. OTTINGER, President

Larry Ottinger is President of the Center for Lobbying in the Public Interest (CLPI). Founded in 1998, CLPI promotes, supports and protects nonprofit advocacy and lobbying in order to strengthen participation in our democratic society and advance the missions of charitable organizations. Prior to accepting the position with CLPI, Ottinger served for four years as Director of Policy and Leadership Development at the Fannie Mae Foundation where he led signature partnerships and programs promoting innovation in affordable housing policy at the state and local levels. Previously, he spent over ten years as a successful civil rights and First Amendment lawyer and policy advocate. Ottinger is Co-chair of the Ottinger Foundation and has served on the family foundation's board since 1978. He is a member of the 2007 class of Leadership Maryland, and has served on several national boards. Ottinger graduated from Stanford Law School, where he was an associate editor of the Stanford Law Review. He graduated Phi Beta Kappa from the University of California at Berkeley with highest honors in the social sciences.

BECKY JONES, Program & Administrative Associate

Becky Graduated from the College of Notre Dame of Maryland in 2009 with a BA in Political Science. In September of 2009, Becky began an internship with the Government Accountability Project's Legislative Department. Working as an intern, Becky accepted a position with GAP as a Legislative Campaign Associate. In this capacity, she acted as the key organizer for the 2010 National Whistleblower Assembly.

CLPI Consultant Bios:

ERIN SKENE-PRATT, Training & Coaching Consultant

Erin is a consultant with Skene-Pratt Consulting. Previously, Erin served as the Director of the Michigan Public Policy Initiative (MPPI). The Initiative is a program of the Michigan Nonprofit Association, affiliated with the Council of Michigan Foundations. The vision of MPPI is to promote involvement of Michigan's nonprofit community in public policy by training its leaders, building the capacity of its organizations and encouraging collaboration with public policy makers. With MPPI, Erin develops programming, publications and trainings to educate policy makers on issues that impact nonprofits and to encourage nonprofits' involvement in advocacy and lobbying.

Erin also advocates on behalf of the nonprofit community to legislators and the media. Erin authored Michigan's Public Policy Handbook: A Lobbying Guide for 501(c)(3) Nonprofits and Nonprofit Advocacy: A Michigan Primer. She also prepared the publications Setting the Record Straight on Michigan's Nonprofit Community and Guide to Getting Good Media Coverage. Erin locates and obtains funding for the Initiative, and works with academics to encourage research on the sector. Before becoming Director of MPPI, she acted as the Associate Director of MPPI and has worked with the Michigan Nonprofit Association for over five years.

Erin previously held the position of Statewide Project Coordinator on Campaign Finance Reform for the League of Women Voters of Michigan. As project coordinator, she was responsible for educating legislators, developing and implementing a media campaign, recruiting volunteers and designing trainings to educate volunteers on grassroots advocacy techniques. The year-long project culminated with an interactive event linking seven sites across the state to discuss whether campaign finance reform is needed in Michigan.

Erin graduated from Michigan State University (MSU) with Bachelor's degrees in English and Journalism. Erin also holds a Certificate in Fundraising Management from the Center on Philanthropy at Indiana University and a Master's in Public Administration from Western Michigan University. She currently serves on the board of trustees for the Boarshead Theater - a regional equity theater in Lansing, MI; on the board of directors of the Mid-Michigan chapter of the American Society for Public Administration; and on the public policy committees of the Michigan Association of United Ways and the National Council of Nonprofit Associations (co-chair).

CLPI Senior Advisors Bios:

LESLIE SCALLET

Leslie J. Scallet, JD, has worked in national mental health and health policy for over thirty years. Following a career encompassing leadership positions in the public, nonprofit, and private sectors, she now undertakes selected consulting, but particularly enjoys pro bono consultation to nonprofits involved in significant organizational change and development. Time for more international travel has led to a growing focus on international service programs for children.

As a special assistant in the Office of the Director at National Institute of Mental Health in during the 1970's Ms. Scallet focused on issues of patients' rights and advocacy, children's mental health, law and justice systems, and deinstitutionalization. She was law clerk to Chief Judge David L. Bazelon of the U.S. Court of Appeals (DC Circuit), who played a lead role in establishing legal rights for mental health patients, and later assisted him in editing his book, Questioning Authority (Knopf, 1988). She played a primary role in developing and shaping recommendations and legislation on advocacy programs for persons with mental illness. As the first Director of Policy Advocacy at the Mental Health Law Project (Washington, DC) from 1979-1981, now the Bazelon Center for Mental Health Law, she led the mental health community's successful effort to build a consensus position on patients' rights and advocacy, resulting in the first enacted national advocacy program for persons with mental illness (in the Mental Health Systems Act of 1980), and the eventual development of the Protection and Advocacy for Mentally Ill Individuals Act of 1986.

In 1987 Ms. Scallet founded the nonprofit Mental Health Policy Resource Center, and was its Executive Director until October 1996, leading creation of a unified mental health community position on healthcare reform. MHPRC also created the first system of online communication for the mental health community. From 1996-2000, Ms. Scallet was a member of The Lewin Group (Falls Church, VA), a national healthcare research and consulting firm, first as Vice President leading a new practice in mental health, and later as Senior Vice President with responsibility for the firm's practice group in policy, evaluation and community health.

As a member of the Board of the Suicide Prevention Action Network (SPAN USA), she was part of the leadership group that evaluated and then negotiated a merger with the American Foundation for Suicide Prevention (AFSP). She now serves as a member of AFSP's newly created Public Policy Council, as well as continuing her longtime service on the Carter Center Mental Health Task Force, and the Public Policy Committee of Mental Health America. More recently she has joined the new national advisory council of Children International. Past service includes the editorial boards of Health Affairs and the Mental and Physical Disability Law Reporter, as well as the boards of directors of the Human Services Research Institute, the National Association for Rights Protection and Advocacy, Danya Institute, the Consumer Health Foundation, and the Washington Regional Association of Grantmakers.

Ms. Scallet received her BA cum laude in history from Washington University in St. Louis, and her JD from the University of Pennsylvania.

HOWARD SCHOENFELD

Howard Schoenfeld is a Managing Director in the Pricewaterhouse Coopers Washington National Tax Services practice. As a member of the Exempt Organizations Tax Services practice, Mr. Schoenfeld brings more than 30 years of experience at the IRS involving legislation, litigation, and administrative issues relating to tax-exempt organizations to PwC's clients. For the past 12 years at PwC, he has represented both nonprofit organizations and their donors on transactional issues, controversy matters, and regulatory and legislative developments.

While at the IRS, Mr. Schoenfeld served as Special Assistant for Exempt Organization Matters to the Assistant Commissioner for Employee Plans and Exempt Organizations (EP/EO). In this position, he provided policy-level advice and guidance on all technical and enforcement matters relating to nonprofits, and handled matters relating to legislative, litigation, and administrative issues in the exempt organization area. He also led the development of Form 990 and Form 990-PF annual returns, and coordinated their implementation with states, academic groups, and other interested stakeholders. He earlier held the position of the Chief of the Procedures Section in the IRS Audit Division's Exempt Organizations Branch, and was Technical Advisor to the Assistant Commissioner (EP/EO). He began his IRS career as a revenue agent. Mr. Schoenfeld was a four-time recipient of the Senior Executive Service Special Act Award and the Commissioner's Award.

Mr. Schoenfeld has advised a number of foreign governments and leaders of the non-governmental sector on various continents on matters relating to tax administration. He has spoken at many tax conferences on exempt organization matters and was adjunct faculty at the Johns Hopkins University Institute for Policy Studies. Mr. Schoenfeld received a B.A. in Accounting and LL.B. from the University of Baltimore.

ABOUT US

Board & Staff

Do you have a specific question on nonprofit advocacy and lobbying?