WHIDBEY INSTITUTE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WHIDBEY INSTITUTE (EIN 31-1518700)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349310693
- Schema version
- 2023v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T12:38:30-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911705418 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUBY AND THOMSON PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11911 NE 1ST STREET SUITE 304 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311518700 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WHIDBEY INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHID | BusinessNameControlTxt |
| Phone | 3603411884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 57 | AddressLine1Txt |
| City | CLINTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 982360057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CASEY DILLOWAY | PersonNm |
| Person Title | TREASURER/PRESIDENT | PersonTitleTxt |
| Phone | 3603411884 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER T MOONEY | PreparerPersonNm |
| PTIN | P00665815 | PTIN |
| Phone | 2066284991 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CASEY DILLOWAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 57 | AddressLine1Txt |
| City | CLINTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,271,631 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WHIDBEYINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | THE WHIDBEY INSTITUTE IS AN EDUCATIONAL NON-PROFIT WITH A MISSION TO CULTIVATE PLACE, NURTURE COMMUNITY, AND CO-CREATE EXPERIENCES WHICH GROW OUR HUMAN CAPACITY FOR COMPASSIONATE, COURAGEOUS ACTION. OUR GUIDING PURPOSE IS TO SERVE AS A HOME FOR ONGOING INQUIRY, LEARNING, AND TRANSFORMATION IN RESPONSE TO THE UNPRECEDENTED CHALLENGES OF OUR TIME. OUR 100+ ACRE CAMPUS HAS BEEN A HOME FOR TRANSFORMATIONAL LEARNING SINCE 1972. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 29 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $607,561 | PYContributionsGrantsAmt |
| CY Contributions Grants | $486,555 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $508,376 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $780,710 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,469 | PYInvestmentIncomeAmt |
| CY Investment Income | $616 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,012 | PYOtherRevenueAmt |
| CY Other Revenue | -$4,029 | CYOtherRevenueAmt |
| PY Total Revenue | $1,126,418 | PYTotalRevenueAmt |
| CY Total Revenue | $1,263,852 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $555,508 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $653,850 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $105,285 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $651,388 | PYOtherExpensesAmt |
| CY Other Expenses | $889,997 | CYOtherExpensesAmt |
| PY Total Expenses | $1,206,896 | PYTotalExpensesAmt |
| CY Total Expenses | $1,543,847 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$80,478 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$279,995 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,137,336 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,853,775 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $404,481 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $400,915 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,732,855 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,452,860 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WHIDBEY INSTITUTE IS AN EDUCATIONAL NON-PROFIT WITH A MISSION TO CULTIVATE PLACE, NURTURE COMMUNITY, AND CO-CREATE EXPERIENCES WHICH GROW OUR HUMAN CAPACITY FOR COMPASSIONATE, COURAGEOUS ACTION. OUR GUIDING PURPOSE IS TO SERVE AS A HOME FOR ONGOING INQUIRY, LEARNING, AND TRANSFORMATION IN RESPONSE TO THE UNPRECEDENTED CHALLENGES OF OUR TIME. OUR 100+ ACRE CAMPUS HAS BEEN A HOME FOR TRANSFORMATIONAL LEARNING SINCE 1972. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,233,977 | ExpenseAmt |
| Revenue | $780,710 | RevenueAmt |
| Desc | THE WHIDBEY INSTITUTE IS A PLACE-BASED, NONPROFIT CENTER AND A HOME FOR TRANSFORMATIONAL LEARNING. WE PARTNER WITH A NETWORK OF PROGRAM LEADERS WORKING IN THE AREAS OF GENERATIVE LEADERSHIP, ECOSYSTEM VITALITY, COMMUNITY RESILIENCE, AND MORE TO OFFER ONE-DAY AND MULTI-DAY WORKSHOPS, CONFERENCES, AND RETREATS. OUR 106-ACRE CONSERVATION FOREST CAMPUS ON SOUTH WHIDBEY ISLAND IS OPEN TO THE PUBLIC AND FEATURES INTEGRATED GARDENS AND A FOUR-MILE TRAIL NETWORK. | Desc |
| Total Program Service Expenses | $1,233,977 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 29 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CASEY DILLOWAY | PersonNm |
| Phone | 3603411884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 57 | AddressLine1Txt |
| City | CLINTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98236 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CASEY DILLOWAY | ||||||
| TREASURER/PR | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATE SNIDER | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| COLE HOOVER | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| HILARY WILSON | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JENNA RINGELHEIM | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| HOLLY HARLAN | ||||||
| ED TO JULY ' | 40.00 | Yes (X) | $61,307 | $0 | $0 | |
| MARTHA MULHOLLAND | ||||||
| CO ED FROM M | 32.00 | Yes (X) | $53,549 | $0 | $0 | |
| ANANDA VALENZUELA | ||||||
| INTERIM ED F | 20.00 | Yes (X) | $35,872 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $150,728 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $34,470 | FundraisingAmt |
| All Other Contributions | $452,085 | AllOtherContributionsAmt |
| Noncash Contributions | $2,312 | NoncashContributionsAmt |
| Total Contributions | $486,555 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LODGING INCOME | 611600 | $358,326 | $358,326 |
| FOOD SERVICE | 611600 | $256,270 | $256,270 |
| PROGRAM TUITION | 611600 | $105,331 | $105,331 |
| SERVICE CONTRACT INCOME | 611600 | $48,136 | $48,136 |
| FACILITY REVENUE | 611600 | $12,647 | $12,647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $780,710 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $616 | TotalRevenueColumnAmt |
| Exclusion | $616 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,350 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $34,470 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $7,779 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,429 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FISCAL SPONSORSHIP FEES | Desc |
| Business | 541200 | BusinessCd |
| Total Revenue Column | $2,400 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,400 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,400 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,263,852 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $783,110 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $616 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,727 | TotalAmt |
| Program Services | $53,549 | ProgramServicesAmt |
| Management And General | $66,525 | ManagementAndGeneralAmt |
| Fundraising | $30,653 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,258 | TotalAmt |
| Program Services | $336,326 | ProgramServicesAmt |
| Management And General | $53,220 | ManagementAndGeneralAmt |
| Fundraising | $46,712 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,865 | TotalAmt |
| Program Services | $44,412 | ProgramServicesAmt |
| Management And General | $13,640 | ManagementAndGeneralAmt |
| Fundraising | $8,813 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413 | TotalAmt |
| Management And General | $413 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,807 | TotalAmt |
| Management And General | $3,807 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,027 | TotalAmt |
| Program Services | $26,895 | ProgramServicesAmt |
| Management And General | $30,132 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,308 | TotalAmt |
| Program Services | $6,154 | ProgramServicesAmt |
| Fundraising | $6,154 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,065 | TotalAmt |
| Program Services | $13,816 | ProgramServicesAmt |
| Management And General | $1,928 | ManagementAndGeneralAmt |
| Fundraising | $321 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,849 | TotalAmt |
| Program Services | $1,410 | ProgramServicesAmt |
| Management And General | $9,439 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,992 | TotalAmt |
| Program Services | $1,996 | ProgramServicesAmt |
| Management And General | $1,996 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,496 | TotalAmt |
| Program Services | $5,496 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,140 | TotalAmt |
| Program Services | $131,140 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,090 | TotalAmt |
| Program Services | $16,214 | ProgramServicesAmt |
| Management And General | $16,876 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM EXPENSES | $259,327 | $259,327 | |
| PROGRAM FOOD COSTS | $237,870 | $237,870 | |
| UTILITIES & TELEPHONE | $45,129 | $40,616 | $4,513 |
| BUSINESS & PROPERTY TAXES | $28,214 | $28,214 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,270 | TotalAmt |
| Program Services | $30,542 | ProgramServicesAmt |
| Management And General | $2,096 | ManagementAndGeneralAmt |
| Fundraising | $12,632 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,543,847 | TotalAmt |
| Program Services | $1,233,977 | ProgramServicesAmt |
| Management And General | $204,585 | ManagementAndGeneralAmt |
| Fundraising | $105,285 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,668 | BOYAmt |
| EOY | $1,058 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $579,117 | BOYAmt |
| EOY | $409,791 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,345 | BOYAmt |
| EOY | $1,966 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,234,811 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,793,851 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,545,206 | BOYAmt |
| EOY | $4,440,960 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,137,336 | BOYAmt |
| EOY | $4,853,775 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,548 | BOYAmt |
| EOY | $42,009 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,922 | BOYAmt |
| EOY | $152,103 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,011 | BOYAmt |
| EOY | $206,803 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,481 | BOYAmt |
| EOY | $400,915 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,727,506 | BOYAmt |
| EOY | $4,447,510 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,349 | BOYAmt |
| EOY | $5,350 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,732,855 | BOYAmt |
| EOY | $4,452,860 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,137,336 | BOYAmt |
| EOY | $4,853,775 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$279,995 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $882,720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $712,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,468,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $607,561 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $486,555 | CurrentTaxYearAmt |
| Total | $4,157,785 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $882,720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $712,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,468,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $607,561 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $486,555 | CurrentTaxYearAmt |
| Total | $4,157,785 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,370,678 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,787,107 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,568 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $616 | CurrentTaxYearAmt |
| Total | $15,056 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,172,841 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,563,089 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,037,403 | OtherCostOrOtherBasisAmt |
| Book Value | $1,037,403 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,613,466 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,378,499 | DepreciationAmt |
| Book Value | $3,234,967 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $253,689 | OtherCostOrOtherBasisAmt |
| Depreciation | $109,682 | DepreciationAmt |
| Book Value | $144,007 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $330,253 | OtherCostOrOtherBasisAmt |
| Depreciation | $305,670 | DepreciationAmt |
| Book Value | $24,583 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,440,960 | TotalBookValueLandBuildingsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $35,820 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $34,470 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $1,350 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $4,075 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $550 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,154 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $35,820 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $34,470 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,350 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $4,075 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $550 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,154 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $7,779 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$6,429 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE WHIDBEY INSTITUTE IS AN EDUCATIONAL NON-PROFIT WITH A MISSION TO CULTIVATE PLACE, NURTURE COMMUNITY, AND CO-CREATE EXPERIENCES WHICH GROW OUR HUMAN CAPACITY FOR COMPASSIONATE, COURAGEOUS ACTION. OUR GUIDING PURPOSE IS TO SERVE AS A HOME FOR ONGOING INQUIRY, LEARNING, AND TRANSFORMATION IN RESPONSE TO THE UNPRECEDENTED CHALLENGES OF OUR TIME. OUR 100+ ACRE CAMPUS HAS BEEN A HOME FOR TRANSFORMATIONAL LEARNING SINCE 1972. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF DIRECTORS HAS DESIGNATED THAT THE TAX RETURN WILL BE REVIEWED, IN DETAIL, BY THE TREASURER AND APPROVED PRIOR TO FILING WITH THE IRS. A COPY OF THE TAX RETURN IS EMAILED TO EACH BOARD MEMBER. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS REPORT ANY POSSIBLE CONFLICT OF INTEREST, AND IT IS REVIEWED BY THE BOARD ON A CASE BY CASE BASIS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
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