2022-11-11T18:35:10-06:00 2021-12-31 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2021-01-01 680160429 BUCK INSTITUTE FOR EDUCATION BUCK 4158830122 3 HAMILTON LANDING 220 NOVATO CA 94949 KAREN SMITH TREASURER 4158830122 2022-11-10 1 KAREN SMITH 999009999 KATY BROWN P00650274 9257902600 2022-11-10 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z PBL WORKS ROBERT C LENZ 3 HAMILTON LANDING 220 NOVATO CA 94949 10349992 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. 14 14 90 12 0 0 2186485 1771413 4904573 8256299 8251 11393 18285 161619 7117594 10200724 0 0 0 0 5101786 6597007 0 0 208537 4683156 3156815 9784942 9753822 -2667348 446902 9426580 10254792 2893207 3288788 6533373 6966004 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 3822399 4193726 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. 1451234 823770 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. 350503 1765835 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. PBL WORLD 2021 WAS HOSTED IN PERSON. 2734404 1634044 PUBLICATIONS/BOOK SALES AND ONLINE LEARNING PLATFORM 2734404 1634044 8358540 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 49 0 1 90 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA HI X KRIS JACKSON 4158830122 3 HAMILTON LANDING 220 NOVATO CA 94949 ROBERT C LENZ CHIEF EXECUTIVE OFFICER 37.50 X 297200 0 72264 SALLY GRUBB CHIEF IMPACT OFFICER 37.50 X 202452 0 41591 PERRY GOLD SR. DIRECTOR OF OPERATIONS 37.50 X 163616 0 29616 CRISTINA WALDFOGEL SR. DIR OF DIST & SCHOOL LEADERSHIP 37.50 X 148998 0 36240 KRIS JACKSON DIR OF FINANCE & ADMIN 37.50 X 127668 0 52741 LISA MORALES SR. DIR OF DESIGN & INNOVATION 37.50 X 137820 0 42282 KENDALL TRIPATHI-CLARK DIR OF PARTNER ENGAGEMENT & SERVICE IMPLEMENTATION 37.50 X 130637 0 36477 NATASHA THOMPSON DIR OF SCHOOL & DISTRICT SERVICES 37.50 X 118126 0 48025 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 1.00 X 0 0 0 VALERIE GREENHILL BOARD MEMBER 1.00 X 0 0 0 CARLOS MORENO BOARD MEMBER 1.00 X 0 0 0 ROSANNA MUCETTI BOARD MEMBER 1.00 X 0 0 0 JONATHAN RAYMOND BOARD MEMBER 1.00 X 0 0 0 OSCAR SANTOS BOARD MEMBER (START 5/2021) 1.00 X 0 0 0 AYELE SHAKUR BOARD MEMBER 1.00 X 0 0 0 MARK STRICKLAND BOARD MEMBER 1.00 X 0 0 0 CHRIS TERBEN BOARD MEMBER 1.00 X 0 0 0 1326517 0 359236 18 0 1 0 PERFECT TIMING 3030 BRIDGEWAY SUITE 211 SAUSALITO CA 94965 PERSONNEL SERVICES 413067 CLARITY INNOVATIONS INC 1001 SE WATER AVENUE SUITE 400 PORTLAND OR 97214 WEBSITE DEVELOPMENT 302700 EDUCATION NORTHWEST 101 SW MAIN STE 500 PORTLAND OR 97204 RESEARCH FACILITATION AND ACTIVITIES 173240 ECMC FOUNDATION 444 S FLOWER STREET LOS ANGELES CA 90071 RESEARCH FACILITATION AND ACTIVITIES 128988 4 782891 988522 1771413 WORKSHOP FEES 611710 6413771 6413771 FEES FOR SERVICES 900099 979539 979539 EVENT REGISTRATION FEE 900099 862989 862989 8256299 11393 11393 39509 39509 270835 149268 121567 121567 MISCELLANEOUS INCOME 900099 543 543 543 10200724 8417375 0 11936 X 1172079 992985 171124 7970 4251017 3701123 419891 130003 338826 286658 39513 12655 439986 386759 40039 13188 395099 344118 40282 10699 30293 2528 27722 43 98947 98947 68381 18626 49080 675 986762 835985 144059 6718 8925 1350 7575 70656 59715 10253 688 243978 194978 42606 6394 337267 285431 41659 10177 143146 128496 9783 4867 62795 62795 589173 572705 13235 3233 17443 14763 2154 526 TRAINERS & FACILITATOR 289391 289391 OTHER EXPENSES 181951 168754 12852 345 TAXES, LICENSES & PERMI 23284 9772 13165 347 MEALS 4423 1608 2806 9 9753822 8358540 1186745 208537 1207810 1304845 4467980 5380642 485769 110000 557640 988690 113077 106327 167224 222675 547067 411197 170017 135870 1507536 1268025 749527 737718 9426580 10254792 868304 1272244 574903 564544 150000 150000 1300000 1302000 2893207 3288788 X 5372232 6279112 1161141 686892 6533373 6966004 9426580 10254792 446902 -14271 0 X X 0 1 X 1 0 X 3790691 2948941 2117961 2186485 1771413 12815491 10285576 10190918 11423702 5062770 8566643 45529609 14076267 13139859 13541663 7249255 10338056 58345100 837071 859245 874788 876341 910647 4358092 1141973 2312073 979222 638530 1030404 6102202 1979044 3171318 1854010 1514871 1941051 10460294 47884806 7992 20916 34597 8251 11393 83149 7992 20916 34597 8251 11393 83149 447 425 5006 10065 543 16486 14084706 13161200 13581266 7267571 10349992 58444735 0.81930 0.82960 0.00140 0.00120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25511 14350 11161 521556 396847 124709 135870 BENEFICIAL INTEREST IN MARIN COMMUNITY FNDTN ASSETS 703914 DEPOSITS 33804 737718 X 10536106 -14271 200385 186114 10349992 -149268 -149268 10200724 10103475 200385 149268 349653 9753822 0 9753822 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 -149,268. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 149,268. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT SERVICES AND PROGRAM RELATED PUBLICATIONS 92234 NORTH AMERICA, CANADA & MEXICO 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT SERVICES AND PROGRAM RELATED PUBLICATIONS 160 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT SERVICES AND PROGRAM RELATED PUBLICATIONS 47046 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT SERVICES AND PROGRAM RELATED PUBLICATIONS 21290 0 0 0 0 0 0 160730 0 160730 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 297200 0 0 0 0 0 34800 0 37464 0 369464 0 0 0 SALLY GRUBB CHIEF IMPACT OFFICER 202452 0 0 0 0 0 24294 0 17297 0 244043 0 0 0 PERRY GOLD SR. DIRECTOR OF OPERATIONS 163616 0 0 0 0 0 19814 0 9802 0 193232 0 0 0 CRISTINA WALDFOGEL SR. DIR OF DIST & SCHOOL LEADERSHIP 148998 0 0 0 0 0 17923 0 18317 0 185238 0 0 0 KRIS JACKSON DIR OF FINANCE & ADMIN 127668 0 0 0 0 0 16250 0 36491 0 180409 0 0 0 LISA MORALES SR. DIR OF DESIGN & INNOVATION 137820 0 0 0 0 0 17177 0 25105 0 180102 0 0 0 KENDALL TRIPATHI-CLARK DIR OF PARTNER ENGAGEMENT & SERVICE 130637 0 0 0 0 0 16211 0 20266 0 167114 0 0 0 NATASHA THOMPSON DIR OF SCHOOL & DISTRICT SERVICES 118126 0 0 0 0 0 14992 0 33033 0 166151 0 0 0 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. FORM 990, PART IX, LINE 11G PRODUCT DEVELOPMENT: PROGRAM SERVICE EXPENSES 229,570. MANAGEMENT AND GENERAL EXPENSES 39,562. FUNDRAISING EXPENSES 1,843. TOTAL EXPENSES 270,975. RESEARCH & DESIGN: PROGRAM SERVICE EXPENSES 56,723. MANAGEMENT AND GENERAL EXPENSES 9,775. FUNDRAISING EXPENSES 455. TOTAL EXPENSES 66,953. RECRUITING & HR SPECIALISTS: PROGRAM SERVICE EXPENSES 140,760. MANAGEMENT AND GENERAL EXPENSES 24,257. FUNDRAISING EXPENSES 1,130. TOTAL EXPENSES 166,147. PROJECT MANAGEMENT: PROGRAM SERVICE EXPENSES 253,495. MANAGEMENT AND GENERAL EXPENSES 43,678. FUNDRAISING EXPENSES 2,042. TOTAL EXPENSES 299,215. MARKETING & WEB DEVELOPMENT: PROGRAM SERVICE EXPENSES 89,416. MANAGEMENT AND GENERAL EXPENSES 15,409. FUNDRAISING EXPENSES 718. TOTAL EXPENSES 105,543. COMPUTER & DATABASE SPECIALIST: PROGRAM SERVICE EXPENSES 66,021. MANAGEMENT AND GENERAL EXPENSES 11,378. FUNDRAISING EXPENSES 530. TOTAL EXPENSES 77,929.