BUCK INSTITUTE FOR EDUCATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BUCK INSTITUTE FOR EDUCATION (EIN 68-0160429)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202023189349300517
- Schema version
- 2019v5.1
- 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 | 2020-11-13T01:42:10-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BLVD STE 500 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680160429 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCK INSTITUTE FOR EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUCK | BusinessNameControlTxt |
| Phone | 4158830122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 HAMILTON LANDING NO 220 | AddressLine1Txt |
| City | NOVATO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94949 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN SMITH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4158830122 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PBL WORKS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT C LENZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 HAMILTON LANDING NO 220 | AddressLine1Txt |
| City | NOVATO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94949 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,581,666 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BIE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 43 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,948,941 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,117,961 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,792,092 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,151,880 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,916 | PYInvestmentIncomeAmt |
| CY Investment Income | $34,597 | CYInvestmentIncomeAmt |
| PY Other Revenue | $279,881 | PYOtherRevenueAmt |
| CY Other Revenue | $137,110 | CYOtherRevenueAmt |
| PY Total Revenue | $13,041,830 | PYTotalRevenueAmt |
| CY Total Revenue | $13,441,548 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,748,914 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,193,341 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $76,727 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,934,046 | PYOtherExpensesAmt |
| CY Other Expenses | $9,180,486 | CYOtherExpensesAmt |
| PY Total Expenses | $12,682,960 | PYTotalExpensesAmt |
| CY Total Expenses | $14,373,827 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $358,870 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$932,279 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,458,566 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,512,783 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,398,870 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,351,415 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,059,696 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,161,368 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,569,492 | ExpenseAmt |
| Revenue | $6,289,505 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,437,764 | ExpenseAmt |
| Revenue | $2,781,708 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,170,898 | ExpenseAmt |
| Revenue | $1,688,080 | RevenueAmt |
| Desc | EVENTS - 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 IN NAPA, CA, AND IT'S THE PREMIER CONFERENCE FOR PROJECT BASED LEARNING. IN ADDITION TO PBL WORLD, BUCK INSTITUTE FOR EDUCATION HOSTED PBL ACADEMIES IN NASHVILLE, TN. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,904,167 | ExpenseAmt |
| Revenue | $524,691 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,904,167 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $524,691 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $13,082,321 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 145 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 43 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRIS JACKSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4158830122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 HAMILTON LANDING NO 220 | AddressLine1Txt |
| City | NOVATO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94949 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| CHRIS TEBBEN | |||||||
| BOARD PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN GONZALEZ | |||||||
| BOARD VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANNMARIE BAINES | |||||||
| BOARD SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRUCE ABBOTT | |||||||
| BOARD TRESURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBARA CHOW | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK DALE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DALE ERQUIAGA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VIRGEL HAMMONDS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN KAY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TAMEKA MCGLAWN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSANNA MUCETTI | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN RAYMOND | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN SMITH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK STRICKLAND | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT C LENZ | |||||||
| EXECUTIVE DIRECTOR | 37.50 | Yes (X) | $245,442 | $0 | $66,104 | ||
| DEBRA HUNTER | |||||||
| CHIEF STRATEGY & OPERATION | 37.50 | Yes (X) | $191,815 | $0 | $69,353 | ||
| BRANDON WILEY | |||||||
| CHIEF PROGRAM OFFICER | 37.50 | Yes (X) | $168,901 | $0 | $33,921 | ||
| SALLY GRUBB | |||||||
| CHIEF OFFICER OF RES. & DEVELOP. | 37.50 | Yes (X) | $143,724 | $0 | $34,559 | ||
| PATRICK MARTIN | |||||||
| SR DIR. FIN & ADMIN. | 37.50 | $139,168 | $0 | $29,663 | Yes (X) | ||
| JOHN LARMER | |||||||
| EDITOR IN CHIEF | 37.50 | $118,650 | $0 | $48,592 | Yes (X) | ||
| RICHARD DIXON | |||||||
| DIR. OF ONLINE LEARNING | 37.50 | $114,523 | $0 | $48,865 | Yes (X) | ||
| DINAH BECTON-CONSUEGRA | |||||||
| DIR. OF PARTNERSHIP DEVELOP. | 37.50 | $108,374 | $0 | $41,614 | Yes (X) | ||
| DEBORAH WOO | |||||||
| DIR. OF MARKETING & COMM | 37.50 | $108,537 | $0 | $38,427 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,339,134 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $411,098 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLARITY INNOVATIONS INC | |||||
| 1001 SE WATER AVENUE SUITE 400 | PORTLAND | OR | 97214 | WEBSITE DEVELOPMENT | $497,571 |
| EDUCATION NORTHWEST | |||||
| 101 SW MAIN STE 500 | PORTLAND | OR | 97204 | RESEARCH FACILITATION AND ACTIVITIES | $370,407 |
| APPLIED COACHING FOR PROJECTS | |||||
| 8 GOLDEN FLEECE DRIVE | ROCHESTER | NY | 14623 | NATIONAL FACULTY | $198,659 |
| DEEPER TEACHING LLC | |||||
| 5435 ELDRIDGE CT | SAN DIEGO | CA | 92120 | NATIONAL FACULTY | $175,200 |
| LATHROP LEARNING CONSULTING LLC | |||||
| 194 PONDEROSA STREET | CASTLE ROCK | CO | 80104 | NATIONAL FACULTY | $164,542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,117,961 | AllOtherContributionsAmt |
| Total Contributions | $2,117,961 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| WORKSHOP FEES | 611710 | $9,366,258 | $9,366,258 |
| EVENT REGISTRATION FEE | 900099 | $1,559,253 | $1,559,253 |
| FEES FOR SERVICES | 900099 | $226,369 | $226,369 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,151,880 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,597 | TotalRevenueColumnAmt |
| Exclusion | $34,597 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,190 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,190 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $400 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $400 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $231,632 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $139,718 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $91,914 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $91,914 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,006 | TotalRevenueColumnAmt |
| Exclusion | $5,006 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,006 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,441,548 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,283,984 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $39,603 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,122,649 | TotalAmt |
| Program Services | $970,979 | ProgramServicesAmt |
| Management And General | $139,545 | ManagementAndGeneralAmt |
| Fundraising | $12,125 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,934,134 | TotalAmt |
| Program Services | $2,537,796 | ProgramServicesAmt |
| Management And General | $364,547 | ManagementAndGeneralAmt |
| Fundraising | $31,791 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,724 | TotalAmt |
| Program Services | $279,997 | ProgramServicesAmt |
| Management And General | $40,219 | ManagementAndGeneralAmt |
| Fundraising | $3,508 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,491 | TotalAmt |
| Program Services | $453,642 | ProgramServicesAmt |
| Management And General | $65,167 | ManagementAndGeneralAmt |
| Fundraising | $5,682 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,343 | TotalAmt |
| Program Services | $249,393 | ProgramServicesAmt |
| Management And General | $35,828 | ManagementAndGeneralAmt |
| Fundraising | $3,122 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,734 | TotalAmt |
| Program Services | $788 | ProgramServicesAmt |
| Management And General | $26,946 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,818 | TotalAmt |
| Management And General | $46,818 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,744 | TotalAmt |
| Program Services | $455 | ProgramServicesAmt |
| Management And General | $7,289 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,741,119 | TotalAmt |
| Program Services | $4,527,984 | ProgramServicesAmt |
| Management And General | $211,793 | ManagementAndGeneralAmt |
| Fundraising | $1,342 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,751 | TotalAmt |
| Program Services | $169,649 | ProgramServicesAmt |
| Management And General | $2,100 | ManagementAndGeneralAmt |
| Fundraising | $2 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,339 | TotalAmt |
| Program Services | $162,951 | ProgramServicesAmt |
| Management And General | $23,003 | ManagementAndGeneralAmt |
| Fundraising | $385 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,571 | TotalAmt |
| Program Services | $150,140 | ProgramServicesAmt |
| Management And General | $25,842 | ManagementAndGeneralAmt |
| Fundraising | $589 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,052 | TotalAmt |
| Program Services | $273,976 | ProgramServicesAmt |
| Management And General | $55,672 | ManagementAndGeneralAmt |
| Fundraising | $1,404 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,399,952 | TotalAmt |
| Program Services | $2,304,488 | ProgramServicesAmt |
| Management And General | $80,383 | ManagementAndGeneralAmt |
| Fundraising | $15,081 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $691,911 | TotalAmt |
| Program Services | $683,875 | ProgramServicesAmt |
| Management And General | $7,913 | ManagementAndGeneralAmt |
| Fundraising | $123 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,512 | TotalAmt |
| Program Services | $158,474 | ProgramServicesAmt |
| Management And General | $28,324 | ManagementAndGeneralAmt |
| Fundraising | $714 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,110 | TotalAmt |
| Program Services | $12,122 | ProgramServicesAmt |
| Management And General | $4,926 | ManagementAndGeneralAmt |
| Fundraising | $62 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEALS & ENTERTAINMENT | $146,685 | $127,050 | $18,860 | $775 |
| LICENSES & PERMITS | $34,256 | $4,630 | $29,604 | $22 |
| BAD DEBT EXPENSE | $13,932 | $13,932 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,373,827 | TotalAmt |
| Program Services | $13,082,321 | ProgramServicesAmt |
| Management And General | $1,214,779 | ManagementAndGeneralAmt |
| Fundraising | $76,727 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,590,001 | BOYAmt |
| EOY | $935,092 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,928,418 | BOYAmt |
| EOY | $3,836,587 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,417,372 | BOYAmt |
| EOY | $2,254,458 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $725,005 | BOYAmt |
| EOY | $1,010,482 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,180 | BOYAmt |
| EOY | $140,112 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,881 | BOYAmt |
| EOY | $262,362 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $516,810 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $285,512 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,782 | BOYAmt |
| EOY | $231,298 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,068 | BOYAmt |
| EOY | $1,127,309 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $685,859 | BOYAmt |
| EOY | $715,083 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,458,566 | BOYAmt |
| EOY | $10,512,783 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $942,528 | BOYAmt |
| EOY | $922,734 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,342 | BOYAmt |
| EOY | $428,681 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,398,870 | BOYAmt |
| EOY | $1,351,415 | 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 | $6,992,482 | BOYAmt |
| EOY | $6,546,576 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,067,214 | BOYAmt |
| EOY | $2,614,792 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,059,696 | BOYAmt |
| EOY | $9,161,368 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,458,566 | BOYAmt |
| EOY | $10,512,783 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$932,279 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $33,951 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $679,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,589,278 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,790,691 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,948,941 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,117,961 | CurrentTaxYearAmt |
| Total | $12,126,171 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,987,797 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,555,783 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,285,576 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,190,918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,383,512 | CurrentTaxYearAmt |
| Total | $45,403,586 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,667,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,145,061 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,076,267 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,139,859 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,501,473 | CurrentTaxYearAmt |
| Total | $57,529,757 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $384,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $821,403 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $837,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $859,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $874,788 | CurrentTaxYearAmt |
| Total | $3,776,866 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $708,628 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $833,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,141,973 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,373,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $812,221 | CurrentTaxYearAmt |
| Total | $5,869,784 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,092,987 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,654,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,979,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,232,842 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,687,009 | CurrentTaxYearAmt |
| Total | $9,646,650 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $47,883,107 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,597 | CurrentTaxYearAmt |
| Total | $64,956 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,597 | CurrentTaxYearAmt |
| Total | $64,956 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $521 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,673 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $447 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $425 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,006 | CurrentTaxYearAmt |
| Total | $10,072 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,667,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,150,185 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,084,706 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,161,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,541,076 | CurrentTaxYearAmt |
| Total | $57,604,785 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.83120 | PublicSupportCY509Pct |
| Public Support PY509 | 0.80500 | PublicSupportPY509Pct |
| Investment Income CY | 0.00110 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00190 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, SECTION A, COLUMN (B) | FormAndLineReferenceDesc |
| Explanation | DUE TO A CHANGE IN ACCOUNTING PERIOD FROM FISCAL TO CALENDAR YEAR, AMOUNTS REPORTED IN COLUMN (B) FOR 2015 REPRESENT A SHORT YEAR - JULY 1, 2015 TO DECEMBER 31, 2015. | ExplanationTxt |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,511 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,972 | DepreciationAmt |
| Book Value | $17,539 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $491,299 | OtherCostOrOtherBasisAmt |
| Depreciation | $277,540 | DepreciationAmt |
| Book Value | $213,759 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $231,298 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN MARIN COMMUNITY FNDTN ASSETS | $681,279 |
| DEPOSITS | $33,804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $715,083 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,668,629 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $33,951 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $53,412 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $87,363 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,581,266 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$139,718 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$139,718 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,441,548 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,566,957 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $53,412 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $139,718 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $193,130 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,373,827 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,373,827 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | BIE 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 23701D 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 BIE CONTINUES TO SATISFY ALL FEDERAL AND STATE STATUTES IN ORDER TO QUALIFY FOR CONTINUED TAX EXEMPTION STATUS. BIE MAY PERIODICALLY RECEIVE UNRELATED BUSINESS INCOME (SUCH AS ADVERTISING INCOME, ETC.) REQUIRING BIE TO FILE SEPARATE TAX RETURNS UNDER FEDERAL AND STATE STATUTES. BIE ALSO HAS CERTAIN TRANSACTIONS REQUIRING THE PAYMENT OF VALUE ADDED TAXES. UNDER SUCH CONDITIONS, BIE CALCULATES AND ACCRUES THE APPLICABLE TAXES. BIE IS NOT SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, NOR FOR ANY PRIOR YEARS. BIE 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 ANALYSIS PREPARED BY BIE, IT WAS DETERMINED THAT BIE 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 -139,718. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 139,718. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | PROFESSIONAL DEVELOPMENT SERVICES AND PROGRAM RELATED PUBLICATIONS | $91,035 |
| NORTH AMERICA, CANADA & MEXICO | 0 | 0 | PROGRAM SERVICES | PROFESSIONAL DEVELOPMENT SERVICES AND PROGRAM RELATED PUBLICATIONS | $14,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $106,031 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $106,031 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT C LENZ | ||||||||||||||
| EXECUTIVE DIRECTOR | $242,487 | $0 | $2,955 | $0 | $0 | $0 | $35,809 | $0 | $30,295 | $0 | $311,546 | $0 | $0 | $0 |
| DEBRA HUNTER | ||||||||||||||
| CHIEF STRATEGY & OPERATION | $189,491 | $0 | $2,324 | $0 | $0 | $0 | $28,167 | $0 | $41,186 | $0 | $261,168 | $0 | $0 | $0 |
| BRANDON WILEY | ||||||||||||||
| CHIEF PROGRAM OFFICER | $166,906 | $0 | $1,995 | $0 | $0 | $0 | $24,183 | $0 | $9,738 | $0 | $202,822 | $0 | $0 | $0 |
| SALLY GRUBB | ||||||||||||||
| CHIEF OFFICER OF RES. & DEVELOP. | $142,076 | $0 | $1,648 | $0 | $0 | $0 | $20,945 | $0 | $13,614 | $0 | $178,283 | $0 | $0 | $0 |
| PATRICK MARTIN | ||||||||||||||
| SR DIR. FIN & ADMIN. | $137,524 | $0 | $1,644 | $0 | $0 | $0 | $19,925 | $0 | $9,738 | $0 | $168,831 | $0 | $0 | $0 |
| JOHN LARMER | ||||||||||||||
| EDITOR IN CHIEF | $117,215 | $0 | $1,435 | $0 | $0 | $0 | $17,392 | $0 | $31,200 | $0 | $167,242 | $0 | $0 | $0 |
| RICHARD DIXON | ||||||||||||||
| DIR. OF ONLINE LEARNING | $113,140 | $0 | $1,383 | $0 | $0 | $0 | $17,146 | $0 | $31,719 | $0 | $163,388 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE BONUSES ARE DETERMINED BY THE MANAGEMENT TEAM AND PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | TRAINERS & FACILITATORS: PROGRAM SERVICE EXPENSES 2,934,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,934,850. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,593,134. MANAGEMENT AND GENERAL EXPENSES 211,793. FUNDRAISING EXPENSES 1,342. TOTAL EXPENSES 1,806,269. |
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