2021-10-15T14:18:29-05:00 2020-12-31 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2020-01-01 680160429 BUCK INSTITUTE FOR EDUCATION BUCK 4158830122 3 HAMILTON LANDING NO 220 NOVATO CA 94949 KAREN SMITH TREASURER 4158830122 2021-10-15 1 KAREN SMITH 999009999 KATY BROWN P00650274 9257902600 2021-10-14 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PBL WORKS ROBERT C LENZ 3 HAMILTON LANDING NO 220 NOVATO CA 94949 7267571 0 X WWW.BIE.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 41 14 0 0 2117961 2186485 11151880 4904573 34597 8251 137110 18285 13441548 7117594 0 0 0 0 5193341 5101786 0 0 109485 9180486 4683156 14373827 9784942 -932279 -2667348 10512783 9426580 1351415 2893207 9161368 6533373 X FOUNDED IN 1988, THE BUCK INSTITUTE FOR EDUCATION (BIE) CREATES, GATHERS, AND SHARES THE HIGHEST QUALITY PBL INSTRUCTIONAL PRACTICES, PRODUCTS, AND SERVICES SO THAT THE EDUCATION COMMUNITY CAN ACCESS HIGH QUALITY PBL RESOURCES AND UNDERSTAND, IMPLEMENT AND SUSTAIN TRANSFORMATIVE PROJECT-BASED TEACHING AND LEARNING. 0 1 3105255 2325239 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. 2034646 1760091 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. 412211 777665 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. PBLWORLD 2020 WAS HOSTED ON-LINE DUE TO COVID-19. 2444291 49798 PUBLICATIONS/BOOK SALES AND ONLINE LEARNING PLATFORM 2444291 49798 7996403 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 1 126 0 1 41 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 0 1 1 1 1 1 1 1 0 CA HI X KRIS JACKSON 4158830122 3 HAMILTON LANDING NO 220 NOVATO CA 94949 ROBERT C LENZ EXECUTIVE DIRECTOR 37.50 X 294950 0 52547 DEBRA HUNTER CHIEF STRATEGY & OPERATION 37.50 X 233253 0 44993 BRANDON WILEY CHIEF PROGRAM OFFICER (LEFT 6/2020) 37.50 X 107152 0 18005 SALLY GRUBB CHIEF OFFICER OF RES. & DE 37.50 X 193434 0 27491 PATRICK MARTIN SR DIR. FIN & ADMIN. 37.50 X 167223 0 10634 JOHN LARMER EDITOR IN CHIEF 37.50 X 129765 0 42930 RICHARD DIXON DIR. OF ONLINE LEARNING 37.50 X 145489 0 43961 DEBORAH WOO DIR. OF MKTING & COMM (LEFT 12/2020) 37.50 X 138082 0 45995 CRISTINA WALDFOGEL DIR. OF DIST & SCHOOL LEADERSHIP 37.50 X 127551 0 24541 KRIS JACKSON CONTROLLER 37.50 X 118351 0 41192 JOHN GONZALEZ BOARD PRESIDENT 1.00 X X 0 0 0 ANNMARIE BAINES VICE PRESIDENT 1.00 X X 0 0 0 KAREN SMITH BOARD TRESURER 1.00 X X 0 0 0 VIRGEL HAMMONDS BOARD SECRETARY 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 TAMEKA MCGLAWN BOARD MEMBER (LEFT 5/2020) 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 5/2020) 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 TEBBEN BOARD MEMBER 1.00 X 0 0 0 1655250 0 352289 11 0 1 0 CLARITY INNOVATIONS INC 1001 SE WATER AVENUE SUITE 400 PORTLAND OR 97214 WEBSITE DEVELOPMENT 331900 EDUCATION NORTHWEST 101 SW MAIN STE 500 PORTLAND OR 97204 RESEARCH FACILITATION AND ACTIVITIES 260462 PERFECT TIMING 3030 BRIDGEWAY SUITE 211 SAUSALITO CA 94965 PERSONNEL SERVICES 146631 CENTER FOR ASSESSMENT 31 MOUNT VERNON STREET DOVER NH 03820 RESEARCH FACILITATION AND ACTIVITIES 118816 4 808206 1378279 2186485 WORKSHOP FEES 611710 4125950 4125950 EVENT REGISTRATION FEE 900099 736720 736720 FEES FOR SERVICES 900099 41903 41903 4904573 8251 8251 49798 49798 108399 149977 -41578 -41578 MISCELLANEOUS INCOME 900099 10065 10065 10065 7117594 4912793 0 18316 X 1149684 994362 142905 12417 2846505 2361369 485136 211327 182778 26267 2282 579075 500845 71977 6253 315195 272612 39179 3404 31478 690 5 30783 48852 48852 85843 32199 53418 226 1458368 1046250 411855 263 33090 33090 101323 74355 26745 223 225152 1575 223577 346660 276658 68034 1968 297548 289943 7598 7 466612 461051 5511 50 166184 70426 93066 2692 16682 4528 12122 32 TRAINERS & FACILITATOR 1302504 1302504 OTHER EXPENSES 88574 88574 TAXES, LICENSES & PERMI 12593 2594 9972 27 MEALS 1693 1687 6 9784942 7996403 1679054 109485 935092 1207810 3836587 4467980 2254458 485769 1010482 557640 140112 113077 262362 167224 524339 354322 231298 170017 1127309 1507536 715083 749527 10512783 9426580 922734 868304 428681 574903 150000 1300000 1351415 2893207 X 6546576 5372232 2614792 1161141 9161368 6533373 10512783 9426580 -2667348 39353 0 X X 0 1 X 1 0 X 2589278 3790691 2948941 2117961 2186485 13633356 9555783 10285576 10190918 11423702 5062770 46518749 12145061 14076267 13139859 13541663 7249255 60152105 821403 837071 859245 874788 876341 4268848 833365 1141973 2312073 979222 638530 5905163 1654768 1979044 3171318 1854010 1514871 10174011 49978094 1451 7992 20916 34597 8251 73207 1451 7992 20916 34597 8251 73207 3673 447 425 5006 10065 19616 12150185 14084706 13161200 13581266 7267571 60244928 0.82960 0.83120 0.00120 0.00110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25511 11161 14350 498828 343161 155667 170017 BENEFICIAL INTEREST IN MARIN COMMUNITY FNDTN ASSETS 715723 DEPOSITS 33804 749527 X 7471204 39353 164280 203633 7267571 -149977 -149977 7117594 10099199 164280 149977 314257 9784942 0 9784942 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 FOR THE CURRENT YEAR OR 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 -149,977. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 149,977. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT SERVICES AND PROGRAM RELATED PUBLICATIONS 296725 NORTH AMERICA, CANADA & MEXICO 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT SERVICES AND PROGRAM RELATED PUBLICATIONS 25000 0 0 0 0 0 0 321725 0 321725 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X 0 0 0 0 0 0 0 1 0 ROBERT C LENZ EXECUTIVE DIRECTOR 294950 0 0 0 0 0 17858 0 34689 0 347497 0 0 0 DEBRA HUNTER CHIEF STRATEGY & OPERATION 233253 0 0 0 0 0 14040 0 30953 0 278246 0 0 0 SALLY GRUBB CHIEF OFFICER OF RES. & DE 193434 0 0 0 0 0 11475 0 16016 0 220925 0 0 0 PATRICK MARTIN SR DIR. FIN & ADMIN. 167223 0 0 0 0 0 9932 0 702 0 177857 0 0 0 JOHN LARMER EDITOR IN CHIEF 129765 0 0 0 0 0 8670 0 34260 0 172695 0 0 0 RICHARD DIXON DIR. OF ONLINE LEARNING 145489 0 0 0 0 0 8963 0 34998 0 189450 0 0 0 DEBORAH WOO DIR. OF MKTING & COMM (LEFT 12/2020) 130747 0 7335 0 0 0 8109 0 37886 0 184077 0 0 0 CRISTINA WALDFOGEL DIR. OF DIST & SCHOOL LEADERSHIP 127551 0 0 0 0 0 7581 0 16960 0 152092 0 0 0 KRIS JACKSON CONTROLLER 118351 0 0 0 0 0 7404 0 33788 0 159543 0 0 0 PART I, LINE 7 THE BONUSES ARE DETERMINED BY THE MANAGEMENT TEAM AND PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. DEBORAH WOO, AN EMPLOYEE OF PBLWORKS, RECEIVED A BONUS FOR THE COMPLETION OF SPECIFIC DELIVERABLES. THE BONUS WAS DETERMINED BASED ON THE WEEKLY RATE OF PAY. FORM 990, PART III, LINE 3 DUE TO THE COVID-19 SHELTER-IN-PLACE ORDER, WE MODIFIED OUR METHOD FOR DELIVERING PROFESSIONAL DEVELOPMENT SERVICES. WE PIVOTED FROM AN IN-PERSON MODEL TO AN ONLINE MODEL, PROVIDING THE MAJORITY OF OUR SERVICES LIVE VIA OUR ONLINE LEARNING PLATFORM AND/OR ONLINE CONFERENCING SOFTWARE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND APPROVED BY THE SENIOR DIRECTOR OF FINANCE, ADMINISTRATION, AND THE TREASURER. A COPY OF THE FORM 990 IS EMAILED TO EACH BOARD MEMBER FOR INFORMATIONAL PURPOSES, NOT FOR REVIEW. 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 616,151. MANAGEMENT AND GENERAL EXPENSES 150,079. FUNDRAISING EXPENSES 263. TOTAL EXPENSES 766,493. RESEARCH & DESIGN: PROGRAM SERVICE EXPENSES 251,077. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 251,077. RECRUITING & HR SPECIALISTS: PROGRAM SERVICE EXPENSES 6,047. MANAGEMENT AND GENERAL EXPENSES 142,942. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 148,989. PROJECT MANAGEMENT: PROGRAM SERVICE EXPENSES 53,573. MANAGEMENT AND GENERAL EXPENSES 43,303. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 96,876. MARKETING & WEB DEVELOPMENT: PROGRAM SERVICE EXPENSES 104,051. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 104,051. COMPUTER & DATABASE SPECIALIST: PROGRAM SERVICE EXPENSES 15,351. MANAGEMENT AND GENERAL EXPENSES 75,531. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,882.