2023-11-15T12:41:49-06:00 2022-12-31 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-01-01 680160429 BUCK INSTITUTE FOR EDUCATION BUCK 4158830122 3 HAMILTON LANDING 220 NOVATO CA 94949 YANCY HAWKINS TREASURER 4158830122 2023-11-14 1 YANCY HAWKINS 999009999 0 KATY BROWN P00650274 9257902600 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PBL WORKS ROBERT C LENZ 3 HAMILTON LANDING 220 NOVATO CA 94949 17612797 0 X WWW.PBLWORKS.ORG X 1988 CA BUCK INSTITUTE FOR EDUCATION BUILDS THE CAPACITY OF TEACHERS TO DESIGN AND FACILITATE QUALITY PROJECT BASED LEARNING AND THE CAPACITY OF SCHOOL AND SYSTEM LEADERS TO SET THE CONDITIONS FOR TEACHERS TO IMPLEMENT GREAT PROJECTS WITH ALL STUDENTS. 12 12 130 17 0 0 1771413 5249424 8256299 11075983 11393 18215 161619 153492 10200724 16497114 0 0 0 0 6597007 8743639 0 0 222692 3156815 4924478 9753822 13668117 446902 2828997 10254792 13081689 3288788 3349553 6966004 9732136 X AT PBLWORKS, WE BUILD THE CAPACITY OF TEACHERS TO DESIGN AND FACILITATE QUALITY PROJECT BASED LEARNING AND THE CAPACITY OF SCHOOL AND SYSTEM LEADERS TO SET THE CONDITIONS FOR TEACHERS TO IMPLEMENT GREAT PROJECTS WITH ALL STUDENTS. 0 1 4745051 4421379 TEACHER PROFESSIONAL DEVELOPMENT SERVICES - BUCK INSTITUTE FOR EDUCATION PROVIDES PROFESSIONAL DEVELOPMENT SERVICES TO HUNDREDS OF SCHOOLS YEARLY IN THE U.S. AND ABROAD, GIVING TEACHERS THE SKILLS AND KNOWLEDGE NEEDED TO DESIGN, ASSESS, AND MANAGE RIGOROUS, RELEVANT, AND STANDARDS-BASED PROJECTS THROUGH OUR FOUNDATIONAL GOLD STANDARD PBL 101 WORKSHOP AND SUSTAINED SUPPORT VISITS. 3111236 1495493 DISTRICT IMPLEMENTATION SUPPORT SERVICES - BUCK INSTITUTE FOR EDUCATION PROVIDES PBL IMPLEMENTATION SUPPORT SERVICES TO DOZENS OF U.S. SCHOOL DISTRICTS, SUPPORTING MORE THAN 20,000 TEACHERS AND LEADERS NATIONWIDE. WITH THIS THREE-YEAR PARTNERSHIP, BUCK INSTITUTE FOR EDUCATION NOT ONLY SUPPORTS THE DEVELOPMENT OF TEACHERS WITH OUR TEACHER PROFESSIONAL DEVELOPMENT SERVICES BUT ALSO FOCUSES ON THE LEADERSHIP AND ORGANIZATIONAL DEVELOPMENT NEEDED TO SUSTAIN SYSTEM-WIDE GOLD STANDARD PBL IMPLEMENTATION. 1012346 2402216 BUCK INSTITUTE FOR EDUCATION OFFERS CONFERENCES FOR PROJECT BASED LEARNING (PBL) THAT INCLUDE PROFESSIONAL LEARNING OPPORTUNITIES FOR TEACHERS, LEADERS, AND INSTRUCTIONAL COACHES. THESE EVENTS INCLUDE BUCK INSTITUTE FOR EDUCATION'S EXEMPLARY WORKSHOPS, INSPIRING KEYNOTE SPEAKERS, AND COMMUNITY BUILDING OPPORTUNITIES TO CATALYZE TRANSFORMATIONAL CHANGE IN TEACHING AND LEARNING. PBL WORLD IS HOSTED BY BUCK INSTITUTE FOR EDUCATION AND IT'S THE PREMIER CONFERENCE FOR PROJECT BASED LEARNING. PBLWORLD 2022 WAS HOSTED IN PERSON. 2947090 2879498 PUBLICATIONS & BOOKS SALES, ONLINE LEARNING PLATFORM 2947090 2879498 11815723 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 29 0 1 130 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA HI X ROBERT C LENZ 4158830122 3 HAMILTON LANDING 220 NOVATO CA 94949 JOHN GONZALEZ PRESIDENT, BOARD CHAIR 1.00 X X 0 0 0 ANNMARIE BAINES SECRETARY 1.00 X X 0 0 0 KAREN SMITH TREASURER 1.00 X X 0 0 0 VIRGEL HAMMONDS VICE PRESIDENT 1.00 X X 0 0 0 BARBARA CHOW BOARD MEMBER 1.00 X 0 0 0 DALE ERQUIAGA BOARD MEMBER (LEFT 06/2022) 1.00 X 0 0 0 VALERIE GREENHILL BOARD MEMBER 1.00 X 0 0 0 LORETTA GOODWIN BOARD MEMBER 1.00 X 0 0 0 YANCY HAWKINS BOARD MEMBER 1.00 X 0 0 0 CARLOS MORENO BOARD MEMBER 1.00 X 0 0 0 JONATHAN RAYMOND BOARD MEMBER 1.00 X 0 0 0 OSCAR SANTOS BOARD MEMBER 1.00 X 0 0 0 FELICIA CUMMINGS SMITH BOARD MEMBER 1.00 X 0 0 0 ROSANNA MUCETTI BOARD MEMBER (LEFT 05/2022) 1.00 X 0 0 0 AYELE SHAKUR BOARD MEMBER (LEFT 05/2022) 1.00 X 0 0 0 MARK STRICKLAND BOARD MEMBER (LEFT 05/2022) 1.00 X 0 0 0 CHRIS TERBEN BOARD MEMBER (LEFT 05/2022) 1.00 X 0 0 0 ROBERT C LENZ CHIEF EXECUTIVE OFFICER 37.50 X 301744 0 56562 SALLY GRUBB CHIEF IMPACT OFFICER 37.50 X 217085 0 32389 CRISTINA WALDFOGEL SR. DIR OF DIST & SCHOOL LEADERSHIP 37.50 X 161747 0 29517 LISA MIRELES SR. DIR OF DESIGN & INNOVATION 37.50 X 155918 0 38555 PERRY GOLD SR. DIRECTOR OF OPERATIONS 37.50 X 141190 0 20729 KRISTEN JACKSON DIR OF FINANCE & ADMIN 37.50 X 135354 0 46950 KENDALL TRIPATHI-CLARK DIR OF PARTNER ENGAGEMENT & SERVICE IMPLEMENTATION 37.50 X 131548 0 27515 1244586 0 252217 18 0 1 0 PERFECT TIMING 3030 BRIDGEWAY SUITE 211 SAUSALITO CA 94965 PERSONNEL SERVICES 322375 CLARITY INNOVATIONS INC 1001 SE WATER AVENUE SUITE 400 PORTLAND OR 97214 WEBSITE DEVELOPMENT 203600 SALESFORCECOM INC PO BOX 203141 DALLAS TX 75320 SOFTWARE SERVICES 176601 3 1374027 3875397 2778115 5249424 WORKSHOP FEES 611710 7096091 7096091 FEES FOR SERVICES 900099 2396542 2396542 EVENT REGISTRATION FEE 900099 1583350 1583350 11075983 23944 23944 28463 28463 994271 1000000 -5729 -5729 -5729 209823 115683 94140 94140 MISCELLANEOUS INCOME 900099 30889 30889 30889 16497114 11198586 0 49104 607780 527061 71015 9704 6220389 5562461 523273 134655 523536 454005 61172 8359 846707 734257 98932 13518 545227 472816 63706 8705 22468 14569 6088 1811 158665 158665 96482 50876 44840 766 853451 835365 18086 41736 36668 5068 145632 122669 19375 3588 327412 265599 55391 6422 354380 309117 36774 8489 1040224 910539 111570 18115 473138 473138 629460 617151 10007 2302 20260 17676 2101 483 OTHER EXPENSES 512141 197496 309576 5069 TRAINERS & FACILITATOR 180313 180313 TAXES, LICENSES & PERMI 38442 21318 16960 164 MEALS 30274 12629 17103 542 13668117 11815723 1629702 222692 1304845 1409578 5380642 2104234 110000 1796613 988690 3639703 106327 86248 222675 218993 557017 464308 135870 92709 1268025 900775 737718 2832836 10254792 13081689 1272244 1568292 564544 740900 150000 148161 1302000 0 0 892200 3288788 3349553 X 6279112 6590795 686892 3141341 6966004 9732136 10254792 13081689 2828997 -62865 0 X 0 1 X 1 1 1 X 2948941 2117961 2186485 1771413 5249424 14274224 10190918 11423702 5062770 8566643 11314269 46558302 13139859 13541663 7249255 10338056 16563693 60832526 859245 874788 876341 910647 3862924 7383945 2312073 979222 638530 1030404 411568 5371797 3171318 1854010 1514871 1941051 4274492 12755742 48076784 20916 34597 8251 11393 23944 99101 20916 34597 8251 11393 23944 99101 425 5006 10065 543 30889 46928 13161200 13581266 7267571 10349992 16618526 60978555 0.78840 0.81930 0.00160 0.00140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25511 17539 7972 531506 446769 84737 92709 BENEFICIAL INTEREST IN MARIN COMMUNITY FNDTN ASSETS 658922 DEPOSITS 33804 RIGHT OF USE ASSET 807916 EMPLOYEE RETENTION CREDIT 1332194 2832836 LEASE LIABILITY 892200 892200 X 16713899 -62865 163967 101102 16612797 -115683 -115683 16497114 13947767 163967 115683 279650 13668117 0 13668117 PART X, LINE 2: THE ORGANIZATION HAS RECEIVED NOTIFICATION FROM THE INTERNAL REVENUE SERVICE AND THE STATE OF CALIFORNIA THAT IT QUALIFIES FOR TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE EXEMPTIONS ARE SUBJECT TO PERIODIC REVIEW BY THE FEDERAL AND STATE TAXING AUTHORITIES AND MANAGEMENT IS CONFIDENT THAT THE ORGANIZATION CONTINUES TO SATISFY ALL FEDERAL AND STATE STATUTES IN ORDER TO QUALIFY FOR CONTINUED TAX EXEMPTION STATUS. THE ORGANIZATION MAY PERIODICALLY RECEIVE UNRELATED BUSINESS INCOME (SUCH AS ADVERTISING INCOME, ETC.) REQUIRING THE ORGANIZATION TO FILE SEPARATE TAX RETURNS UNDER FEDERAL AND STATE STATUTES. THE ORGANIZATION ALSO HAS CERTAIN TRANSACTIONS REQUIRING THE PAYMENT OF VALUE ADDED TAXES. UNDER SUCH CONDITIONS, THE ORGANIZATION CALCULATES AND ACCRUES THE APPLICABLE TAXES. THE ORGANIZATION IS NOT SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, NOR FOR ANY PRIOR YEARS. THE ORGANIZATION ASSESSES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN AGAINST MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTES FOR FINANCIAL STATEMENT RECOGNITION. BASED ON AN ANALYSIS PREPARED BY THE ORGANIZATION, IT WAS DETERMINED THAT THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -115,683. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 115,683. SOUTH ASIA 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT SERVICES AND PROGRAM RELATED PUBLICATIONS 16650 NORTH AMERICA 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT SERVICES AND PROGRAM RELATED PUBLICATIONS 8325 SOUTH AMERICA 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT SERVICES AND PROGRAM RELATED PUBLICATIONS 8103 0 0 0 0 0 0 33078 0 33078 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X 0 0 0 0 0 0 0 0 0 ROBERT C LENZ CHIEF EXECUTIVE OFFICER 301744 0 0 0 0 0 19164 0 37398 0 358306 0 0 0 SALLY GRUBB CHIEF IMPACT OFFICER 217085 0 0 0 0 0 13510 0 18879 0 249474 0 0 0 LISA MIRELES SR. DIR OF DESIGN & INNOVATION 155918 0 0 0 0 0 10076 0 28479 0 194473 0 0 0 CRISTINA WALDFOGEL SR. DIR OF DIST & SCHOOL LEADERSHIP 161747 0 0 0 0 0 10076 0 19441 0 191264 0 0 0 KRISTEN JACKSON DIR OF FINANCE & ADMIN 135354 0 0 0 0 0 8942 0 38008 0 182304 0 0 0 PERRY GOLD SR. DIRECTOR OF OPERATIONS 141190 0 0 0 0 0 8864 0 11865 0 161919 0 0 0 KENDALL TRIPATHI-CLARK DIR OF PARTNER ENGAGEMENT & SERVICE 131548 0 0 0 0 0 8500 0 19015 0 159063 0 0 0 X 1 2778115 FMV 0 0 0 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART III, LINE 3 POST COVID-19 WE SHIFTED FROM ONLINE ONLY MODEL TO A HYBRID MODEL UTILIZING ONSITE AND ONLINE MODES FOR PROFESSIONAL DEVLEOPMENT WORKSHOPS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND APPROVED BY THE SENIOR DIRECTOR OF FINANCE, ADMINISTRATION, AND THE TREASURER. AND A COMPLETE COPY OF THE FORM 990 WILL BE PROVIDED TO ALL MEMBERS OF THE GOVERNING BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL CONFLICTS ARE REVIEWED ANNUALLY. ANY BOARD MEMBER WHO MAY BE INVOLVED IN A BUSINESS TRANSACTION IN WHICH THERE IS A POSSIBLE CONFLICT OF INTEREST SHALL NOTIFY THE EXECUTIVE DIRECTOR AND BOARD CHAIR. THE BOARD MEMBER SHALL REFRAIN FROM VOTING ON ANY SUCH TRANSACTION, PARTICIPATING IN DELIBERATIONS CONCERNING IT OR USING PERSONAL INFLUENCE IN ANY WAY IN THE MATTER. THE BOARD MEMBER'S PRESENCE MAY NOT BE COUNTED IN DETERMINING THE QUORUM FOR ANY VOTE WITH RESPECT TO THE BUSINESS TRANSACTION IN WHICH SHE OR HE HAS A POSSIBLE CONFLICT OF INTEREST. ANY EXECUTIVE OFFICER WHO MAY BE INVOLVED IN A BUSINESS TRANSACTION IN WHICH THERE IS A POSSIBLE CONFLICT OF INTEREST SHALL REPORT THE POSSIBLE CONFLICT TO THE EXECUTIVE DIRECTOR. IF THE POSSIBLE CONFLICT INVOLVES THE EXECUTIVE DIRECTOR, THE POSSIBLE CONFLICT SHALL BE REPORTED TO THE BOARD CHAIR INSTEAD. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE MET INDEPENDENT OF THE EXECUTIVE DIRECTOR TO REVIEW HIS PERFORMANCE. THE COMMITTEE REVIEWED SALARY DATA FROM AN ANNUAL SALARY REPORT THAT INCLUDED INFORMATION FROM NATIONAL AND BAY AREA NONPROFITS OF COMPARABLE SIZE IN ANNUAL REVENUE. THE EXECUTIVE DIRECTOR MEETS WITH THE DIRECTOR OF FINANCE ANNUALLY TO REVIEW PERFORMANCE. THE EXTERNAL HR ADVISOR COMPILED AND REVIEWED SALARY DATA FROM AN ANNUAL SALARY REPORT THAT INCLUDED INFORMATION FROM NATIONAL AND BAY AREA NONPROFITS OF COMPARABLE SIZE IN ANNUAL REVENUE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE.