2021-04-06T14:59:45-05:00 2020-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2019-07-01 311654076 ISLANDWOOD ISLA 2068554300 4450 BLAKELY AVENUE NE BAINBRIDGE ISLAND WA 981102257 MEGAN KARCH CEO 2068554300 2021-03-26 1 SARAH B HUANG P00745974 4254544919 2021-03-26 2019 2022-09-23 18:48:47Z MEGAN KARCH 4450 BLAKELY AVENUE NE BAINBRIDGE ISLAND WA 981102257 13405789 0 X WWW.ISLANDWOOD.ORG X 1999 WA TO PROVIDE EXCEPTIONAL LEARNING EXPERIENCES & INSPIRE LIFELONG ENVIRONMENTAL & COMMUNITY STEWARDSHIP 22 22 250 124 660684 0 3396369 2268668 5025473 3442277 290654 370897 -113930 41796 8598566 6123638 496747 309963 0 0 5926530 4958841 0 0 835854 3570433 3230955 9993710 8499759 -1395144 -2376121 52469303 50540724 1945211 2887338 50524092 47653386 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 6408222 309963 3442277 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 2019-2020, ISLANDWOOD'S MULTI-DAY, RESIDENTIAL SCHOOL OVERNIGHT PROGRAM ON BAINBRIDGE ISLAND SERVED 52 SCHOOLS AND 2,156 4TH-6TH GRADERS, HALF OF WHOM RECEIVED SCHOLARSHIPS. ISLANDWOOD'S SCHOOL DAY PROGRAMS AT BRIGHTWATER AND FIELD STUDIES IN SEATTLE WATERSHEDS REACHED AN ADDITIONAL 3,108 3RD-8TH GRADERS-ALL OF WHOM PARTICIPATED FREE OF CHARGE.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 2019-2020, 19 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 2019-2020 FISCAL YEAR, OVER 300 TEACHERS PARTICIPATED IN THE SERIES.ISLANDWOOD'S PUBLIC EVENTS AND PROGRAMS, MEETING AND RETREAT BUSINESS, AND SUMMER CAMPS BROUGHT AN ADDITIONAL 4,700 PEOPLE TO OUR CAMPUS DURING THE 2019-2020 FISCAL YEAR, MANY OF WHOM PARTICIPATED IN PROGRAMMING DESIGNED TO UNLOCK CURIOSITY AND UNDERSTANDING ABOUT OUR ENVIRONMENT AND OUR WORLD. 6408222 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 75 0 1 250 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 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 MEGAN KARCH CEO 40.00 X 224780 0 9618 CHRISTOPHER WHEATON CFO/CAO 40.00 X 133081 0 4805 JASON BAUMGARTEN PRESIDENT 4.00 X X 0 0 0 CAMILLE GIBSON SECRETARY 2.00 X X 0 0 0 FRED KLEISNER TREASURER 4.00 X X 0 0 0 GRETCHEN HUND ANDREWS DIRECTOR 2.00 X 0 0 0 PRESTON SINGLETARY DIRECTOR 2.00 X 0 0 0 DAVID GOLDBERG DIRECTOR 2.00 X 0 0 0 STEVEN ROGERS DIRECTOR 2.00 X 0 0 0 NATE MILES DIRECTOR 2.00 X 0 0 0 MARGUERITE KONDRACKE DIRECTOR 4.00 X 0 0 0 DAVID JOHNSON DIRECTOR 2.00 X 0 0 0 LARRY ESTRADA DIRECTOR 2.00 X 0 0 0 BEN PACKARD DIRECTOR 2.00 X 0 0 0 LAURY BRYANT 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 YOKO OKANO DIRECTOR 2.00 X 0 0 0 MARC BEREJKA DIRECTOR 2.00 X 0 0 0 PATRICIO KU DIRECTOR 2.00 X 0 0 0 SARA OTEPKA DIRECTOR 2.00 X 0 0 0 ELLIE FIELDS DIRECTOR 2.00 X 0 0 0 LAURA CLISE DIRECTOR 2.00 X 0 0 0 SARA MOOREHEAD DIRECTOR 2.00 X 0 0 0 STEVE SUNDQUIST DIRECTOR 2.00 X 0 0 0 LOIS HARTMAN DIRECTOR 2.00 X 0 0 0 HUMPHREYS MUNAI CFO FROM 02/20 40.00 X 0 0 0 357861 0 14423 2 0 1 0 INTERPLAY 5030 FIRST AVE SOUTH SEATTLE WA 98134 IT MANAGEMENT 188231 1 8011 358808 1901849 73413 2268668 EDUC. CONFERENCE FEES 611600 1779441 1118757 660684 TUITION-OVERNIGHT 611600 759772 759772 GRADUATE PROGRAM 611600 525630 525630 EDUCATION PROGRAM FEES 611600 373050 373050 COMMUNITY EVENTS 900099 4384 4384 3442277 365555 365555 50427 5064 45363 45363 45363 7269878 7264536 5342 5342 5342 6589 8011 11300 -4711 -4711 2374 1251 1123 1123 21 21 21 6123638 2781593 660684 412693 156955 156955 153008 153008 333574 100855 186619 46100 3654790 2852845 262744 539201 90234 74185 5548 10501 487013 400392 29941 56680 393230 307863 34225 51142 5786 5786 43613 43613 24000 24000 108789 108789 354478 274007 46667 33804 32589 24489 4643 3457 127160 69220 21471 36469 106731 38155 50325 18251 265116 198256 66584 276 11785 8702 1761 1322 43624 43624 1061801 802432 250984 8385 153072 116244 36644 184 FOOD 325113 325113 LODGE CLEANING 125443 125443 PROGRAM SUPPLIES 104366 103139 632 595 GRADUATE PROGRAM FEES 103147 103147 234342 149772 55083 29487 8499759 6408222 1255683 835854 176689 574762 865131 912365 2003320 1622378 300818 30796 154427 125792 184954 194623 47148430 17103462 30892494 30044968 14626529 13917502 3065847 2912692 199094 204846 52469303 50540724 439631 218783 939080 610810 566500 1000000 0 1057745 1945211 2887338 X 30046557 27975848 20477535 19677538 50524092 47653386 52469303 50540724 -2376121 -494585 0 X 0 1 X 1 0 X 3787075 4746286 3303527 3396369 2268668 17501925 3787075 4746286 3303527 3396369 2268668 17501925 4190408 13311517 384301 259081 475110 533909 415982 2068383 914 937 1706 297 21 3875 19574183 21641658 0.68010 0.67210 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2015 AMOUNT: $ 914. 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. 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 16240921 -227003 265000 450023 108591 15190304 0.00000 0.97250 0.02750 0 0 6400000 6400000 37843663 15084987 22758676 884674 820685 63989 2020093 1197790 822303 30044968 HEDGE FUNDS 2209770 F PRIVATE EQUITY 702922 F 2912692 5561295 -494585 35500 -109573 -568658 6129953 -6315 -6315 6123638 8432001 35500 6315 41815 8390186 108789 784 109573 8499759 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 -108,789. EVENT EXPENSE REPORTED ON PART IX -784. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST GIFT SHOP SALES -1,251. RENTAL EXPENSES ON PART VIII -5,064. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST GIFT SHOP SALES 1,251. RENTAL EXPENSES ON PART VIII 5,064. PART XII, LINE 4B - OTHER ADJUSTMENTS: EVENT EXPENSE REPORTED ON PART IX 784. 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 ISLANDWOOD RECEIVED CONTRIBUTIONS FROM THE WASHINGTON STATE DEPARTMENT OF COMMERCE, THE OFFICE OF SUPERINTENDENT OF PUBLIC SCHOOLS, AND THE UNITED STATES ENVIRONMENTAL PROTECTION AGENCY. 1 BROADVIEW - THOMPSOM K-8 13052 GREENWOOD AVE N SEATTLE WA 98133 916001542 GOVERNMENT 7695 SCHOLARSHIPS CROWNHILL ELEMENTARY 1500 ROCKY PT ROAD BREMERTON WA 98312 916001656 GOVERNMENT 7965 SCHOLARSHIPS GRAHAM HILL ELEMENTARY 5149 GRAHAM ST SEATTLE WA 98118 916001541 GOVERNMENT 5890 SCHOLARSHIPS GREEN GABLES 32607 47TH AVE SW FEDERAL WAY WA 98023 916001624 GOVERNMENT 5875 SCHOLARSHIPS HIGHLAND PARK ELEMENTARY 1012 SW TRENTON STREET SEATTLE WA 98106 916001541 GOVERNMENT 8190 SCHOLARSHIPS JOHN ROGERS ELEMENTARY 4030 NE 109TH ST SEATTLE WA 98125 916001541 GOVERNMENT 6405 SCHOLARSHIPS KITSAP LAKE ELEMENTARY 1111 CARR BLVD BREMERTON WA 98312 916001656 GOVERNMENT 6900 SCHOLARSHIPS RISING STAR ELEMENTARY 8311 BEACON AVE S SEATTLE WA 98118 916001541 GOVERNMENT 9720 SCHOLARSHIPS ROXHILL ELEMENTARY 9430 30TH AVE SW SEATTLE WA 98126 916001541 GOVERNMENT 7955 SCHOLARSHIPS TOPS K-8 2500 FRANKLIN AVE E SEATTLE WA 98102 916001541 GOVERNMENT 5130 SCHOLARSHIPS SANISLO ELEMENTARY 1812 SW MYRTLE ST SEATTLE WA 98106 916001541 GOVERNMENT 5075 SCHOLARSHIPS SARTORI ELEMENTARY 332 PARL AVE N RENTON WA 98057 916001635 GOVERNMENT 9875 SCHOLARSHIPS TALBOT HILL 2300 TALBOT RD S RENTON WA 98055 916001635 GOVERNMENT 8625 SCHOLARSHIPS VIEW RIDGE ELEMENTARY 7047 50TH AVE NE SEATTLE WA 98115 916001541 GOVERNMENT 8925 SCHOLARSHIPS WEST SEATTLE ELEMENTARY 6760 34TH AVE SW SEATTLE WA 98126 916001541 GOVERNMENT 11700 SCHOLARSHIPS 15 0 GRADUATE PROGRAM SCHOLARSHIPS 19 0 153008 BOOK AMOUNT SCHOLARSHIPS FOR STUDENTS ENROLLED IN ISLANDWOOD'S GRADUATE 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 X 0 0 0 0 0 0 0 0 0 MEGAN KARCH CEO 199780 0 25000 0 0 0 0 0 9618 0 234398 0 0 0 X 5 66015 FAIR MARKET VALUE X SEEDS 1 6848 FAIR MARKET VALUE X AUCTION ITEM 1 550 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: ISLANDWOOD HAD 100 ACTIVE VOLUNTEERS WHO WORKED APPROXIMATELY 2000 HOURS GIVING TOURS, WORKING IN THE GEAR ROOM AND GARDEN, SUPPORTING OUR SPECIAL EVENTS AND HELPING WITH ADMINISTRATIVE PROJECTS. ISLANDWOOD ALSO HAD 24 VOLUNTEER BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF ACCOUNTING AND THE CFO 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.