WHIDBEY INSTITUTE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WHIDBEY INSTITUTE (EIN 31-1518700)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202023189349309507
- Schema version
- 2019v5.0
- 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 | 2020-11-13T14:20:19-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3603411884 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER T MOONEY | PreparerPersonNm |
| PTIN | P00665815 | PTIN |
| Phone | 2066284991 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,784,652 | 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 | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 68 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $764,576 | PYContributionsGrantsAmt |
| CY Contributions Grants | $882,720 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $642,651 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $862,475 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,713 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,058 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,792 | PYOtherRevenueAmt |
| CY Other Revenue | $4,508 | CYOtherRevenueAmt |
| PY Total Revenue | $1,414,732 | PYTotalRevenueAmt |
| CY Total Revenue | $1,752,761 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $490,010 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $509,843 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $124,514 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $640,788 | PYOtherExpensesAmt |
| CY Other Expenses | $774,232 | CYOtherExpensesAmt |
| PY Total Expenses | $1,130,798 | PYTotalExpensesAmt |
| CY Total Expenses | $1,284,075 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $283,934 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $468,686 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,880,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,280,416 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $527,840 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $461,132 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,352,280 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,819,284 | 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 | $1,026,319 | ExpenseAmt |
| Revenue | $862,475 | RevenueAmt |
| Desc | THE WHIDBEY INSTITUTE IS A PLACE OF RENEWAL AND INSPIRATION, AND HOME TO BOLD SEEKERS OF POSITIVE CHANGE. WE NURTURE AND CONNECT PEOPLE WHO ARE DOING UNCOMMON WORK FOR THE COMMON GOOD. THE SPIRIT OF THE LAND IS WOVEN THROUGHOUT OUR WORK. OUR 100 ACRES OF NORTHWEST WOODLAND AND HISTORIC FARMSTEAD, WHICH WE CALL CHINOOK, HOLD AND ENERGIZE EVERYTHING THAT HAPPENS HERE. | Desc |
| Total Program Service Expenses | $1,026,319 | 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 | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 26 | 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KATE SNIDER | ||||||
| PRESIDENT | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LARISA BENSON | ||||||
| VICE PRESIDE | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOEL DEJONG | ||||||
| SECRETARY | 5.00 | Yes (X) | 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 | |
| CASEY DILLOWAY | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MARK FORMAN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SHERYL HARMER | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA SCHAETTI | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| PHYLLIS SHULMAN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK STASIO | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TUCKER STEVENS | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| HILARY WILSON | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER JOHNSON | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $67,729 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $67,729 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $189,302 | FundraisingAmt |
| All Other Contributions | $693,418 | AllOtherContributionsAmt |
| Noncash Contributions | $19,224 | NoncashContributionsAmt |
| Total Contributions | $882,720 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LODGING INCOME | 611600 | $387,551 | $387,551 |
| FOOD SERVICE | 611600 | $346,135 | $346,135 |
| PROGRAM | 611600 | $93,233 | $93,233 |
| SERVICE CONTRACT INCOME | 611600 | $24,038 | $24,038 |
| FACILITY REVENUE | 611600 | $10,708 | $10,708 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $810 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $810 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $862,475 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,925 | TotalRevenueColumnAmt |
| Exclusion | $2,925 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,623 | SecuritiesAmt |
| Other | $300 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,790 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$167 | SecuritiesAmt |
| Other | $300 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $133 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $133 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $17,609 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $189,302 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $13,101 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,508 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,752,761 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $862,608 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,925 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,506 | TotalAmt |
| Program Services | $27,802 | ProgramServicesAmt |
| Management And General | $20,852 | ManagementAndGeneralAmt |
| Fundraising | $20,852 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,924 | TotalAmt |
| Program Services | $266,449 | ProgramServicesAmt |
| Management And General | $44,463 | ManagementAndGeneralAmt |
| Fundraising | $80,012 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,413 | TotalAmt |
| Program Services | $31,579 | ProgramServicesAmt |
| Management And General | $7,009 | ManagementAndGeneralAmt |
| Fundraising | $10,825 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,916 | TotalAmt |
| Management And General | $16,916 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,807 | TotalAmt |
| Management And General | $25,807 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,660 | TotalAmt |
| Program Services | $1,660 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,533 | TotalAmt |
| Program Services | $8,203 | ProgramServicesAmt |
| Management And General | $3,330 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,456 | TotalAmt |
| Program Services | $20,456 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,688 | TotalAmt |
| Program Services | $1,844 | ProgramServicesAmt |
| Management And General | $1,844 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,763 | TotalAmt |
| Program Services | $2,763 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,646 | TotalAmt |
| Program Services | $88,646 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,615 | TotalAmt |
| Program Services | $11,748 | ProgramServicesAmt |
| Management And General | $12,867 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PROGRAM EXPENSES | $450,545 | $450,545 |
| UTILITIES & TELEPHONE | $40,862 | $40,862 |
| FACILITIES MAINTENANCE | $32,862 | $32,862 |
| BUSINESS & PROPERTY TAXES | $21,282 | $21,282 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,597 | TotalAmt |
| Program Services | $19,618 | ProgramServicesAmt |
| Management And General | $154 | ManagementAndGeneralAmt |
| Fundraising | $12,825 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,284,075 | TotalAmt |
| Program Services | $1,026,319 | ProgramServicesAmt |
| Management And General | $133,242 | ManagementAndGeneralAmt |
| Fundraising | $124,514 | 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 | $389,835 | BOYAmt |
| EOY | $617,653 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,201 | BOYAmt |
| EOY | $349,700 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,161 | BOYAmt |
| EOY | $9,885 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301 | BOYAmt |
| EOY | $6,487 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,590,272 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,345,579 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,207,430 | BOYAmt |
| EOY | $3,244,693 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,953 | BOYAmt |
| EOY | $51,759 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,880,120 | BOYAmt |
| EOY | $4,280,416 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,613 | BOYAmt |
| EOY | $97,277 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,769 | BOYAmt |
| EOY | $222,943 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,458 | BOYAmt |
| EOY | $140,912 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,840 | BOYAmt |
| EOY | $461,132 | 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 | $3,333,780 | BOYAmt |
| EOY | $3,812,771 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,500 | BOYAmt |
| EOY | $6,513 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,352,280 | BOYAmt |
| EOY | $3,819,284 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,880,120 | BOYAmt |
| EOY | $4,280,416 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $468,686 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,682 | 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 | $560,792 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $547,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,340,388 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $764,576 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $882,720 | CurrentTaxYearAmt |
| Total | $4,096,148 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $560,792 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $547,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,340,388 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $764,576 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $882,720 | CurrentTaxYearAmt |
| Total | $4,096,148 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,511,023 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,585,125 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,632 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,647 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,925 | CurrentTaxYearAmt |
| Total | $13,601 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,109,749 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,255,048 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61650 | 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 | $2,915,936 | OtherCostOrOtherBasisAmt |
| Depreciation | $988,405 | DepreciationAmt |
| Book Value | $1,927,531 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $220,654 | OtherCostOrOtherBasisAmt |
| Depreciation | $91,057 | DepreciationAmt |
| Book Value | $129,597 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $156,243 | OtherCostOrOtherBasisAmt |
| Depreciation | $127,632 | DepreciationAmt |
| Book Value | $28,611 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $260,036 | OtherCostOrOtherBasisAmt |
| Depreciation | $138,485 | DepreciationAmt |
| Book Value | $121,551 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,244,693 | TotalBookValueLandBuildingsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $205,690 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $189,302 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,388 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $5,596 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $7,505 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $205,690 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $189,302 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $16,388 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $5,596 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,505 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $13,101 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $3,287 | 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 | $140,912 | 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 | $140,912 | 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 FINANCE COMMITTEE 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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