WHIDBEY INSTITUTE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WHIDBEY INSTITUTE (EIN 31-1518700)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349306209
- Schema version
- 2022v5.0
- 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 | 2023-11-14T12:35:05-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CASEY | PersonFirstNm |
| Person Last | DILLOWAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $1,129,056 | 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 | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,468,475 | PYContributionsGrantsAmt |
| CY Contributions Grants | $607,561 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $196,879 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $508,376 | CYProgramServiceRevenueAmt |
| PY Investment Income | $697 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,469 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,356 | PYOtherRevenueAmt |
| CY Other Revenue | $3,012 | CYOtherRevenueAmt |
| PY Total Revenue | $1,663,695 | PYTotalRevenueAmt |
| CY Total Revenue | $1,126,418 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $323,055 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $555,508 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $156,819 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $452,806 | PYOtherExpensesAmt |
| CY Other Expenses | $651,388 | CYOtherExpensesAmt |
| PY Total Expenses | $775,861 | PYTotalExpensesAmt |
| CY Total Expenses | $1,206,896 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $887,834 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$80,478 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,224,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,137,336 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $411,360 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $404,481 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,813,333 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,732,855 | 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 | $887,826 | ExpenseAmt |
| Revenue | $508,376 | 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 | $887,826 | 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 | false | 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 | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 19 | 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | 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 (9 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 |
| DANI TURK | ||||||
| DIRECTOR | 5.00 | 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 | |
| HEATHER JOHNSON | ||||||
| CO ED TO 1/2 | 16.00 | Yes (X) | $25,363 | $0 | $0 | |
| MARNIE JACKSON | ||||||
| CO ED TO 6/3 | 38.00 | Yes (X) | $31,123 | $0 | $0 | |
| HOLLY HARLAN | ||||||
| ED FROM 6/21 | 37.00 | Yes (X) | $67,808 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $124,294 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $607,561 | AllOtherContributionsAmt |
| Noncash Contributions | $14,634 | NoncashContributionsAmt |
| Total Contributions | $607,561 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LODGING INCOME | 611600 | $251,582 | $251,582 |
| FOOD SERVICE | 611600 | $177,018 | $177,018 |
| PROGRAM TUITION | 611600 | $46,508 | $46,508 |
| SERVICE CONTRACT INCOME | 611600 | $32,758 | $32,758 |
| FACILITY REVENUE | 611600 | $510 | $510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $508,376 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,469 | TotalRevenueColumnAmt |
| Exclusion | $7,469 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $955 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $955 | SecuritiesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $2,295 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $1,683 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $612 | 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 | $1,126,418 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $510,776 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $7,469 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,294 | TotalAmt |
| Program Services | $22,013 | ProgramServicesAmt |
| Management And General | $25,591 | ManagementAndGeneralAmt |
| Fundraising | $76,690 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,438 | TotalAmt |
| Program Services | $264,338 | ProgramServicesAmt |
| Management And General | $60,678 | ManagementAndGeneralAmt |
| Fundraising | $53,422 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,776 | TotalAmt |
| Program Services | $30,082 | ProgramServicesAmt |
| Management And General | $8,972 | ManagementAndGeneralAmt |
| Fundraising | $13,722 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,147 | TotalAmt |
| Management And General | $16,147 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,176 | TotalAmt |
| Program Services | $16,478 | ProgramServicesAmt |
| Management And General | $5,698 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,342 | TotalAmt |
| Program Services | $671 | ProgramServicesAmt |
| Fundraising | $671 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,990 | TotalAmt |
| Program Services | $28,371 | ProgramServicesAmt |
| Management And General | $3,959 | ManagementAndGeneralAmt |
| Fundraising | $660 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,790 | TotalAmt |
| Program Services | $2,963 | ProgramServicesAmt |
| Management And General | $19,827 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,718 | TotalAmt |
| Program Services | $1,359 | ProgramServicesAmt |
| Management And General | $1,359 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,659 | TotalAmt |
| Program Services | $5,659 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,491 | TotalAmt |
| Program Services | $124,491 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,567 | TotalAmt |
| Program Services | $14,488 | ProgramServicesAmt |
| Management And General | $15,079 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $294,030 | $294,030 | ||
| UTILITIES & TELEPHONE | $43,600 | $39,240 | $4,360 | |
| BUSINESS & PROPERTY TAXES | $23,866 | $23,866 | ||
| CREDIT CARD PROCESSING | $17,877 | $11,978 | $5,899 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,135 | TotalAmt |
| Program Services | $7,799 | ProgramServicesAmt |
| Management And General | $581 | ManagementAndGeneralAmt |
| Fundraising | $5,755 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,206,896 | TotalAmt |
| Program Services | $887,826 | ProgramServicesAmt |
| Management And General | $162,251 | ManagementAndGeneralAmt |
| Fundraising | $156,819 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,575 | BOYAmt |
| EOY | $11,668 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $652,708 | BOYAmt |
| EOY | $579,117 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,881 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,148 | BOYAmt |
| EOY | $1,345 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,207,918 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,662,712 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,406,381 | BOYAmt |
| EOY | $4,545,206 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,224,693 | BOYAmt |
| EOY | $5,137,336 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,684 | BOYAmt |
| EOY | $44,548 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,210 | BOYAmt |
| EOY | $147,922 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,948 | BOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,518 | BOYAmt |
| EOY | $212,011 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,360 | BOYAmt |
| EOY | $404,481 | 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 | $4,807,988 | BOYAmt |
| EOY | $4,727,506 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,345 | BOYAmt |
| EOY | $5,349 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,813,333 | BOYAmt |
| EOY | $4,732,855 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,224,693 | BOYAmt |
| EOY | $5,137,336 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$80,478 | 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 | $764,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $882,720 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $712,474 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,468,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $607,561 | CurrentTaxYearAmt |
| Total | $4,435,806 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $764,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $882,720 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $712,474 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,468,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $607,561 | CurrentTaxYearAmt |
| Total | $4,435,806 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,627,029 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,808,777 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,713 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,568 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $478 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,469 | CurrentTaxYearAmt |
| Total | $17,153 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,452,959 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,425,030 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62770 | 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 | $4,595,138 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,261,941 | DepreciationAmt |
| Book Value | $3,333,197 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $248,419 | OtherCostOrOtherBasisAmt |
| Depreciation | $104,456 | DepreciationAmt |
| Book Value | $143,963 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $326,958 | OtherCostOrOtherBasisAmt |
| Depreciation | $296,315 | DepreciationAmt |
| Book Value | $30,643 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,545,206 | TotalBookValueLandBuildingsAmt |
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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