2022-03-16T12:07:52-05:00 2021-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2020-07-01 311654076 ISLANDWOOD ISLA 2068554300 4450 BLAKELY AVENUE NE BAINBRIDGE ISLAND WA 981102257 MEGAN KARCH CEO 2068554300 2022-03-11 1 MEGAN KARCH 999009999 SARAH B HUANG P00745974 4254544919 2022-03-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MEGAN KARCH 4450 BLAKELY AVENUE NE BAINBRIDGE ISLAND WA 981102257 10308377 0 X WWW.ISLANDWOOD.ORG X 1999 WA TO PROVIDE EXCEPTIONAL LEARNING EXPERIENCES & INSPIRE LIFELONG ENVIRONMENTAL & COMMUNITY STEWARDSHIP 25 25 129 35 86757 0 2268668 3816715 3442277 1200486 370897 1041897 41796 -43771 6123638 6015327 309963 190586 0 0 4958841 3605280 0 0 760806 3230955 2551566 8499759 6347432 -2376121 -332105 50540724 52850323 2887338 2244283 47653386 50606040 X THE PRIMARY GOAL IS TO HELP CHILDREN & ADULTS DEVELOP A COMMITMENT TO LIFELONG LEARNING & ENVIRONMENTAL AND COMMUNITY STEWARDSHIP THROUGH HANDS-ON LEARNING EXPERIENCES COMBINING SCIENCE, TECHNOLOGY, & THE ARTS AT ISLANDWOOD'S 255-ACRE OUTDOOR LEARNING CENTER AND IN SCHOOLS. 0 0 4455303 190586 1200486 ISLANDWOOD DELIVERS EDUCATIONAL EXPERIENCES THAT HELP CHILDREN AND ADULTS ALIKE UNDERSTAND THEIR ENVIRONMENT AND DISCOVER THE IMPACT THEY CAN HAVE ON THE WORLD AND THEIR COMMUNITIES. OUR PLACE-BASED, EXPERIENTIAL LEARNING PROGRAMS FOR PUGET SOUND AREA SCHOOLS ARE OFFERED ON OUR BAINBRIDGE ISLAND, WASHINGTON CAMPUS, AT THE BRIGHTWATER WASTEWATER TREATMENT PLANT IN WOODINVILLE, WASHINGTON, AND IN SEATTLE SCHOOLS AND COMMUNITIES. IN FISCAL YEAR 2020-2021, BECAUSE OF COVID RESTRICTIONS, WE WERE UNABLE TO OFFER ANY SCHOOL OVERNIGHT PROGRAMS. VIRTUAL PROGRAMS WERE OFFERED TO PUGET SOUND AREA CLASSROOMS DURING FISCAL YEAR 2020 -2021. NEARLY 4,000 CHILDREN PARTICIPATED IN THESE PROGRAMS. ISLANDWOOD EXTENDS ITS IMPACT ON ELEMENTARY STUDENTS THROUGH OUR GRADUATE PROGRAM IN EDUCATION, THE DEVELOPMENT OF ELEMENTARY SCHOOL CURRICULUM, TEACHER TRAINING PROGRAMS, AND STATEWIDE ADVOCACY INITIATIVES. ISLANDWOOD'S FOUNDATIONAL GRADUATE PROGRAM, OFFERED IN PARTNERSHIP WITH THE UNIVERSITY OF WASHINGTON COLLEGE OF EDUCATION, IS A 10-MONTH IMMERSIVE RESIDENCY IN JUSTICE-ORIENTED ENVIRONMENTAL EDUCATION; EXPERIENTIAL, STUDENT-CENTERED LEARNING; AND CULTURALLY RESPONSIVE TEACHING AND CURRICULUM DEVELOPMENT. IN FISCAL YEAR 2020-2021, 18 STUDENTS EARNED THEIR GRADUATE CERTIFICATE. ISLANDWOOD IS HELPING TEACHERS CONNECT SCIENCE LEARNING TO STUDENTS' LIVES, ENVIRONMENT, AND COMMUNITIES THROUGH ITS TEACHER PROFESSIONAL DEVELOPMENT SERIES IN THE NEXT GENERATION SCIENCE STANDARDS. DURING THE 2020-2021 FISCAL YEAR, OVER 338 TEACHERS PARTICIPATED IN THE SERIES.ISLANDWOOD'S PUBLIC EVENTS AND PROGRAMS, MEETING AND RETREAT BUSINESS, AND SUMMER CAMPS BROUGHT AN ADDITIONAL 700 PEOPLE TO OUR CAMPUS DURING THE 2020-2021 FISCAL YEAR, MANY OF WHOM PARTICIPATED IN PROGRAMMING DESIGNED TO UNLOCK CURIOSITY AND UNDERSTANDING ABOUT OUR ENVIRONMENT AND OUR WORLD. DUE TO COVID RESTRICTIONS ON OUR PROGRAMMING, WE WERE ONLY ABLE TO PROVIDE VERY LITTLE ACCESS TO OUR CAMPUS IN FISCAL YEAR 2020-2021. 4455303 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 86 0 129 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X X MEGAN KARCH 2068554300 4450 BLAKELY AVE NE BAINBRIDGE IS WA 98110 JASON BAUMGARTEN PRESIDENT 4.00 X X 0 0 0 FRED KLEISNER TREASURER 2.00 X X 0 0 0 CAMILLE GIBSON SECRETARY 2.00 X X 0 0 0 MARC BEREJKA DIRECTOR 2.00 X 0 0 0 LAURY BRYANT DIRECTOR 2.00 X 0 0 0 LAURA CLISE DIRECTOR 2.00 X 0 0 0 LARRY ESTRADA DIRECTOR 2.00 X 0 0 0 ELLIE FIELDS DIRECTOR 2.00 X 0 0 0 DAVE GOLDBERG DIRECTOR 2.00 X 0 0 0 LESLIE GORDON DIRECTOR 2.00 X 0 0 0 LOIS HARTMAN DIRECTOR 2.00 X 0 0 0 GRETCHEN HUND ANDREWS DIRECTOR 2.00 X 0 0 0 DAVID JOHNSON DIRECTOR 2.00 X 0 0 0 MARGUERITE KONDRACKE DIRECTOR 2.00 X 0 0 0 NATE MILES DIRECTOR 2.00 X 0 0 0 SARA MOOREHEAD DIRECTOR 2.00 X 0 0 0 YOKO OKANO DIRECTOR 2.00 X 0 0 0 SARA OTEPKA DIRECTOR 2.00 X 0 0 0 BEN PACKARD DIRECTOR 2.00 X 0 0 0 NAT PIEPER DIRECTOR 2.00 X 0 0 0 WILL RAVA DIRECTOR 2.00 X 0 0 0 POOJA TANDON DIRECTOR 2.00 X 0 0 0 CHASITY MALATESTA DIRECTOR 2.00 X 0 0 0 DAN MEYER DIRECTOR 2.00 X 0 0 0 BEN NIMMERGUT DIRECTOR 2.00 X 0 0 0 DAVID WU DIRECTOR 2.00 X 0 0 0 MEGAN KARCH CEO 40.00 X 166247 0 11072 HUMPHREYS MUNAI CFOO 40.00 X 123190 0 14642 289437 0 25714 2 0 1 0 BDP NETWORKS LLC 16300 CHRISTENSON RD STE 304 SEATTLE WA 98188 IT SUPPORT 162486 SMITH FIRE SYSTEMS MANAGEMENT LLC 1106 54TH AVE EAST TACOMA WA 98424 FIRE SYSTEM MAINTENANCE AND INSTALLATION 146542 2 626199 1577487 1613029 115504 3816715 GRADUATE PROGRAM 611600 526648 526648 EDUC. CONFERENCE FEES 611600 369570 282813 86757 EDUCATION PROGRAM FEES 611600 300222 300222 COMMUNITY EVENTS 900099 4046 4046 1200486 233493 233493 52875 17910 34965 34965 34965 4910181 3933396 168381 976785 -168381 808404 808404 93403 626199 171923 -78520 -78520 1224 1440 -216 -216 6015327 1113729 86757 998126 190586 190586 325159 137742 145422 41995 2654226 1969616 225962 458648 78853 59154 6627 13072 264119 198615 21700 43804 282923 207170 32468 43285 1599 1599 42193 42193 24000 24000 115219 115219 256976 135274 60568 61134 25872 18641 5943 1288 72728 39611 10656 22461 118974 37228 58932 22814 192036 159433 32603 838 725 11 102 31579 31579 1059748 790425 257684 11639 155294 117930 36834 530 FOOD 150159 150064 95 GRADUATE PROGRAM FEES 99207 99207 STAFF SUPPORT 53342 18623 30760 3959 INSTRUCTOR FEES 50620 50620 101182 50639 14468 36075 6347432 4455303 1131323 760806 574762 887639 912365 637291 1622378 1600958 30796 51716 125792 104325 194623 244056 47148055 18020392 30044968 29127663 13917502 16819277 2912692 3166568 204846 210830 50540724 52850323 218783 273070 610810 913468 1000000 0 1057745 1057745 2887338 2244283 X 27975848 28268667 19677538 22337373 47653386 50606040 50540724 52850323 -332105 3284759 0 X 0 1 X 1 0 X 4746286 3303527 3396369 2268668 3816715 17531565 4746286 3303527 3396369 2268668 3816715 17531565 3518606 14012959 259081 475110 533909 415982 286368 1970450 937 1706 297 21 2961 19504976 17888859 0.71840 0.68010 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2016 AMOUNT: $ 937. 2017 AMOUNT: $ 1,706. 2018 AMOUNT: $ 297. 2019 AMOUNT: $ 21. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 24000 24000 0 PART II-B, LINE 1: STATE LEGISLATIVE LOBBYING FOR THE FOLLOWING: NON-PROFIT AND EDUCATIONAL SERVICE DISTRICT SUPPORTED NGSS/CLIMATE SCIENCE TEACHER PROFESSIONAL DEVELOPMENT FUNDING. 17815886 10000 4488132 190585 1465659 115219 20542555 18605475 150600 -133149 272000 426251 108789 17815886 18254626 445330 713709 272500 432051 103639 18605475 16849338 1089002 1127066 277500 427705 105575 18254626 15190304 686265 1652107 245632 338344 95362 16849338 0.00000 0.84390 0.15610 0 0 6400000 6400000 37982879 15925168 22057711 883138 823640 59498 1882038 1271584 610454 29127663 HEDGE FUNDS 2467453 F PRIVATE EQUITY 699115 F 3166568 9184113 3284759 -135323 3149436 6034677 -19350 -19350 6015327 6231459 19350 19350 6212109 115219 20104 135323 6347432 PART V, LINE 4: ISLANDWOOD USES A PORTION OF THE INVESTMENT INCOME TO GRANT SCHOLARSHIPS TO SCHOOLS AND GRADUATE STUDENTS. THE OTHER PORTION OF THE INVESTMENT INCOME IS USED FOR THE PREVENTATIVE MAINTENANCE OF THE FACILITY AND GROUNDS AND TO SUPPORT OUR BAINBRIDGE ISLAND COMMUNITY PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES -115,219. EVENT EXPENSE REPORTED ON PART IX -20,104. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST GIFT SHOP SALES -1,440. RENTAL EXPENSE ON PART VIII -17,910. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST GIFT SHOP SALES 1,440. RENTAL EXPENSE REPORTED ON PART VIII 17,910. PART XII, LINE 4B - OTHER ADJUSTMENTS: EVENT EXPENSE REPORTED ON PART IX 20,104. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY IS PUBLISHED IN THE SEATTLE REGIONAL NEWSPAPER AND ON EVERY BROCHURE ISLANDWOOD PUBLISHES, AS WELL AS ON ISLANDWOOD'S WEBSITE. SCHEDULE E, PART I, LINE 6 IN FY20, ISLANDWOOD WAS A RECIPIENT OF A PAYROLL PROTECTION PRGRAM (PPP) LOAN UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT, THROUGH THE SMALL BUSINESS ADMINISTRATION. THE FIRST LOAN WAS FORGIVEN AND REVENUE OF $1,057,745 WAS RECOGNIZED DURING FY21. ON JANUARY 26, 2021, ISLANDWOOD OBTAINED A SECOND PPP LOAN FOR $1,057,745. THE SECOND LOAN WAS WAS FORGIVEN SUBSEQUENT TO YEAR END. DINNER IN THE WOODS 719602 626199 93403 6459 5000 160464 719602 626199 93403 6459 5000 160464 171923 -78520 1 SCHOLARSHIPS AND STIPENDS TO GRADUATE STUDENTS 19 0 190585 BOOK AMOUNT SCHOLARSHIPS FOR STUDENTS ENROLLED IN ISLANDWOOD'S GRAUDATE PROGRAM PART I, LINE 2: ISLANDWOOD GIVES GRANTS IN THE FORM OF SCHOLARSHIPS TO SCHOOLS THAT ATTEND OUR SCHOOL OVERNIGHT PROGRAM. NEED IS DETERMINED BY PARTICIPATION IN THE FREE AND REDUCED LUNCH PROGRAM AT EACH SCHOOL. ISLANDWOOD MONITORS THESE PARTICIPATION PERCENTAGES FOR THE FREE AND REDUCED LUNCH PROGRAM ON THE SUPERINTENDENT OF PUBLIC INSTRUCTION'S WEBSITE. GRADUATE STUDENT SCHOLARSHIPS ARE AWARDED BASED ON FINANCIAL NEED AND A MONTHLY STIPEND IS GIVEN TO ALL STUDENTS TO HELP OFFSET THE COST OF TUITION. X X 0 0 0 0 0 0 0 0 0 MEGAN KARCH CEO 166247 0 0 0 0 0 0 0 11072 0 177319 0 0 0 X 9500 FAIR MARKET VALUE X 6 25989 FAIR MARKET VALUE X AUCTION ITEMS 28 80015 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART I, LINE 6, DESCRIPTION OF VOLUNTEERS: BECAUSE OF COVID RESTRICTIONS ON OUR PROGRAMMING, ISLANDWOOD ONLY HAD 10 ACTIVE VOLUNTEERS WHO WORKED APPROXIMATELY 100 HOURS GIVING TOURS, SUPPORTING OUR SPECIAL EVENTS AND HELPING WITH ADMINISTRATIVE PROJECTS. ISLANDWOOD ALSO HAD 25 VOLUNTEER BOARD MEMBERS. FORM 990, PART V, LINE 3B THE FORM 990-T FOR FY21 WILL BE FILED BEFORE MAY 15, 2022, SUBSEQUENT TO THE FORM 990 FILING. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF ACCOUNTING AND THE CFOO REVIEW THE FORM 990 IN DETAIL. IT IS THEN PRESENTED TO THE FINANCE COMMITTEE FOR DISCUSSION PURPOSES. AFTERWARDS, A PUBLIC DISCLOSURE COPY OF THE RETURN IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING THE TAX RETURN WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO THE BOARD AND OFFICERS OF THE ORGANIZATION. CONFLICTS AND POTENTIAL CONFLICTS ARE TO BE REPORTED AS THEY ARISE TO THE GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE DETERMINES WHETHER OR NOT AN ACTUAL CONFLICT OF INTEREST EXISTS. IF AN ACTUAL CONFLICT IS DEEMED TO EXIST, THE GOVERNANCE COMMITTEE WILL REVIEW FOR POSSIBLE ACTION. THE FOLLOWING ARE THE RESTRICTIONS IMPOSED ON INDIVIDUALS FOR WHOM A CONFLICT EXISTS: THEY ARE REQUIRED TO RECUSE THEMSELVES FROM ALL FUTURE DISCUSSION, VOTING AND OTHER DECISION MAKING WITH REGARD TO THE TRANSACTION FOR WHICH THE CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO PERFORMS A REVIEW OF EACH SENIOR VICE PRESIDENT (SVP) EVERY YEAR. THE SALARIES OF THE SVP'S ARE APPROVED BY THE BOARD DURING THE BUDGETING PROCESS. THE CEO'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD. IN ADDITION, THE ORGANIZATION ANNUALLY MONITORS MARKET DATA TO COMPARE THE SVP COMPENSATION TO THE MARKET. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.