WHIDBEY INSTITUTE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WHIDBEY INSTITUTE (EIN 31-1518700)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349311131
- Schema version
- 2020v4.0
- 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 | 2021-11-15T12:15:27-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | HEATHER JOHNSON | PersonNm |
| Person Title | COEXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3603411884 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HEATHER | PersonFirstNm |
| Person Last | JOHNSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER T MOONEY | PreparerPersonNm |
| PTIN | P00665815 | PTIN |
| Phone | 2066284991 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HEATHER JOHNSON | 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 | $991,175 | 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 | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 52 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $882,720 | PYContributionsGrantsAmt |
| CY Contributions Grants | $712,474 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $862,475 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $214,649 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,058 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,378 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,508 | PYOtherRevenueAmt |
| CY Other Revenue | -$8,010 | CYOtherRevenueAmt |
| PY Total Revenue | $1,752,761 | PYTotalRevenueAmt |
| CY Total Revenue | $922,491 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $509,843 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $366,804 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $99,269 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $774,232 | PYOtherExpensesAmt |
| CY Other Expenses | $447,785 | CYOtherExpensesAmt |
| PY Total Expenses | $1,284,075 | PYTotalExpensesAmt |
| CY Total Expenses | $814,589 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $468,686 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $107,902 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,280,416 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,308,472 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $461,132 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $382,973 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,819,284 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,925,499 | 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 | $597,646 | ExpenseAmt |
| Revenue | $214,649 | 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 | $597,646 | 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 | Yes (true) | 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 | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 18 | 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHER JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LARISA BENSON | ||||||
| PRESIDENT | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CASEY DILLOWAY | ||||||
| TREASURER/SE | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOEL DEJONG | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DEBRA BAKER | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTEN CORNING-BEDFORD | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MARK FORMAN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| PHYLLIS SHULMAN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KATE SNIDER | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| TUCKER STEVENS | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DANI TURK | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER JOHNSON | ||||||
| COEXECUTIVE | 30.00 | Yes (X) | $48,189 | $0 | $0 | |
| MARNIE JACKSON | ||||||
| COEXECUTIVE | 34.00 | Yes (X) | $45,560 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $93,749 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $162,232 | FundraisingAmt |
| Government Grants | $104,307 | GovernmentGrantsAmt |
| All Other Contributions | $445,935 | AllOtherContributionsAmt |
| Noncash Contributions | $9,254 | NoncashContributionsAmt |
| Total Contributions | $712,474 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LODGING INCOME | 611600 | $75,680 | $75,680 |
| PROGRAM TUITION | 611600 | $74,010 | $74,010 |
| FOOD SERVICE | 611600 | $61,157 | $61,157 |
| SERVICE CONTRACT INCOME | 611600 | $2,645 | $2,645 |
| FACILITY REVENUE | 611600 | $875 | $875 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $282 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $282 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $214,649 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,568 | TotalRevenueColumnAmt |
| Exclusion | $3,568 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,509 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,699 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$190 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$190 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$190 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,975 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $162,232 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $9,985 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,010 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $922,491 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $214,459 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $3,568 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,231 | TotalAmt |
| Program Services | $36,430 | ProgramServicesAmt |
| Management And General | $35,969 | ManagementAndGeneralAmt |
| Fundraising | $19,832 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,828 | TotalAmt |
| Program Services | $148,995 | ProgramServicesAmt |
| Management And General | $35,615 | ManagementAndGeneralAmt |
| Fundraising | $56,218 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,745 | TotalAmt |
| Program Services | $18,787 | ProgramServicesAmt |
| Management And General | $7,253 | ManagementAndGeneralAmt |
| Fundraising | $7,705 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,139 | TotalAmt |
| Management And General | $17,139 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,527 | TotalAmt |
| Management And General | $3,232 | ManagementAndGeneralAmt |
| Fundraising | $2,295 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,202 | TotalAmt |
| Program Services | $601 | ProgramServicesAmt |
| Fundraising | $601 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,188 | TotalAmt |
| Program Services | $4,106 | ProgramServicesAmt |
| Management And General | $2,041 | ManagementAndGeneralAmt |
| Fundraising | $2,041 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,676 | TotalAmt |
| Program Services | $21,676 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168 | TotalAmt |
| Program Services | $84 | ProgramServicesAmt |
| Management And General | $84 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,818 | TotalAmt |
| Program Services | $1,818 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,373 | TotalAmt |
| Program Services | $91,373 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,482 | TotalAmt |
| Program Services | $11,525 | ProgramServicesAmt |
| Management And General | $12,957 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $204,542 | $204,542 | ||
| UTILITIES & TELEPHONE | $32,978 | $29,680 | $3,298 | |
| BUSINESS & PROPERTY TAXES | $16,198 | $16,198 | ||
| CREDIT CARD PROCESSING | $15,818 | $7,909 | $7,909 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,676 | TotalAmt |
| Program Services | $3,922 | ProgramServicesAmt |
| Management And General | $86 | ManagementAndGeneralAmt |
| Fundraising | $2,668 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $814,589 | TotalAmt |
| Program Services | $597,646 | ProgramServicesAmt |
| Management And General | $117,674 | ManagementAndGeneralAmt |
| Fundraising | $99,269 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239 | BOYAmt |
| EOY | $239 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $617,653 | BOYAmt |
| EOY | $738,991 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,700 | BOYAmt |
| EOY | $109,750 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,885 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,487 | BOYAmt |
| EOY | $1,715 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,894,729 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,436,952 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,244,693 | BOYAmt |
| EOY | $3,457,777 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,759 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,280,416 | BOYAmt |
| EOY | $4,308,472 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,277 | BOYAmt |
| EOY | $43,626 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,943 | BOYAmt |
| EOY | $96,617 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,912 | BOYAmt |
| EOY | $92,730 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $150,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,132 | BOYAmt |
| EOY | $382,973 | 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 | $3,812,771 | BOYAmt |
| EOY | $3,907,993 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,513 | BOYAmt |
| EOY | $17,506 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,819,284 | BOYAmt |
| EOY | $3,925,499 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,280,416 | BOYAmt |
| EOY | $4,308,472 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $107,902 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,687 | NetUnrlzdGainsLossesInvstAmt |
| 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 | $547,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,340,388 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $764,576 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $882,720 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $712,474 | CurrentTaxYearAmt |
| Total | $4,247,830 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $547,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,340,388 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $764,576 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $882,720 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $712,474 | CurrentTaxYearAmt |
| Total | $4,247,830 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,585,511 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,662,319 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,647 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,684 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,713 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,925 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,568 | CurrentTaxYearAmt |
| Total | $14,537 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,262,367 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,866,353 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62460 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62900 | 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 | $3,311,985 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,065,332 | DepreciationAmt |
| Book Value | $2,246,653 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $227,728 | OtherCostOrOtherBasisAmt |
| Depreciation | $95,407 | DepreciationAmt |
| Book Value | $132,321 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $155,346 | OtherCostOrOtherBasisAmt |
| Depreciation | $134,056 | DepreciationAmt |
| Book Value | $21,290 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $162,267 | OtherCostOrOtherBasisAmt |
| Depreciation | $142,157 | DepreciationAmt |
| Book Value | $20,110 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,457,777 | TotalBookValueLandBuildingsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BEING, BELONGIN | Event1Nm |
| Gross Receipts Event1 | $164,207 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $162,232 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $1,975 | GrossRevenueEvent1Amt |
| Entertainment Event1 | $6,206 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,779 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $164,207 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $162,232 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,975 | GrossRevenueTotalEventsAmt |
| Entertainment Total Events | $6,206 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,779 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $9,985 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$8,010 | NetIncomeSummaryAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK VIVIENNE HULL | PersonNm |
| Relationship With Org | FOUNDERS | RelationshipWithOrgTxt |
| Loan Purpose | TO PURCHASE LAND | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $440,000 | OriginalPrincipalAmt |
| Balance Due | $92,730 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $92,730 | TotalBalanceDueAmt |
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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