2020-04-13T16:32:38-05:00 2019-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2018-07-01 311654076 ISLANDWOOD ISLA 2068554300 4450 BLAKELY AVENUE NE BAINBRIDGE ISLAND WA 981102257 MEGAN KARCH CEO 2068554300 2020-04-05 1 SARAH B HUANG P00745974 4254544919 2020-04-06 65.158.230.194 2020-04-05 13:13:49 PD P 9CA007D6FA4ECCBF5600246BD0FD47D8656BF948 FEE5B30F7169D6EE9EA0F64CA9DD9003D0FD5F35 2018 2020-09-23 17:36:50Z MEGAN KARCH 4450 BLAKELY AVENUE NE BAINBRIDGE ISLAND WA 981102257 13397917 0 X WWW.ISLANDWOOD.ORG X 1999 WA TO PROVIDE EXCEPTIONAL LEARNING EXPERIENCES & INSPIRE LIFELONG ENVIRONMENTAL & COMMUNITY STEWARDSHIP 24 24 227 125 656898 0 3303527 3396369 5435201 5025473 1184907 290654 -189914 -113930 9733721 8598566 537067 496747 0 0 5472199 5926530 0 0 776140 4221561 3570433 10230827 9993710 -497106 -1395144 53742546 52469303 1767065 1945211 51975481 50524092 X THE PRIMARY GOAL IS TO HELP CHILDREN & ADULTS DEVELOP A COMMITMENT TO LIFELONG LEARNING & ENVIRONMENTAL AND COMMUNITY STEWARDSHIP THROUGH HANDS-ON LEARNING EXPERIENCES COMBINING SCIENCE, TECHNOLOGY, & THE ARTS AT ISLANDWOOD'S 255-ACRE OUTDOOR LEARNING CENTER AND IN SCHOOLS. 0 0 7830089 496747 5025473 ISLANDWOOD DELIVERS EDUCATIONAL EXPERIENCES THAT HELP CHILDREN AND ADULTS ALIKE UNDERSTAND THEIR ENVIRONMENT AND DISCOVER THE IMPACT THEY CAN HAVE ON THE WORLD AND THEIR COMMUNITIES. OUR PLACE-BASED, EXPERIENTIAL LEARNING PROGRAMS FOR PUGET SOUND AREA SCHOOLS ARE OFFERED ON OUR BAINBRIDGE ISLAND, WASHINGTON CAMPUS, AT THE BRIGHTWATER WASTEWATER TREATMENT PLANT IN WOODINVILLE, WASHINGTON, AND IN SEATTLE SCHOOLS AND COMMUNITIES. IN FISCAL YEAR 2018-2019, ISLANDWOOD'S MULTI-DAY, RESIDENTIAL SCHOOL OVERNIGHT PROGRAM ON BAINBRIDGE ISLAND SERVED NEARLY 90 SCHOOLS AND OVER 4,000 4TH-6TH GRADERS, HALF OF WHOM RECEIVED SCHOLARSHIPS. ISLANDWOOD'S SCHOOL DAY PROGRAMS AT BRIGHTWATER AND FIELD STUDIES IN SEATTLE WATERSHEDS REACHED AN ADDITIONAL 7,124 3RD-8TH GRADERS - ALL OF WHOM PARTICIPATED FREE OF CHARGE.ISLANDWOOD EXTENDS ITS IMPACT ON ELEMENTARY STUDENTS THROUGH OUR GRADUATE PROGRAM IN EDUCATION, THE DEVELOPMENT OF ELEMENTARY SCHOOL CURRICULUM, TEACHER TRAINING PROGRAMS, AND STATEWIDE ADVOCACY INITIATIVES. ISLANDWOOD'S FOUNDATIONAL GRADUATE PROGRAM, OFFERED IN PARTNERSHIP WITH THE UNIVERSITY OF WASHINGTON COLLEGE OF EDUCATION, IS A 10-MONTH IMMERSIVE RESIDENCY IN JUSTICE-ORIENTED ENVIRONMENTAL EDUCATION; EXPERIENTIAL, STUDENT-CENTERED LEARNING; AND CULTURALLY-RESPONSIVE TEACHING AND CURRICULUM DEVELOPMENT. IN FISCAL YEAR 2018-2019, 13 STUDENTS EARNED THEIR GRADUATE CERTIFICATE. IN ADDITION, THROUGH ISLANDWOOD'S PARTNERSHIP WITH ANTIOCH UNIVERSITY SEATTLE, ANOTHER 12 STUDENTS COMPLETED THE MASTER OF ARTS IN EDUCATION IN URBAN ENVIRONMENTAL EDUCATION PROGRAM. IN PARTNERSHIP WITH SEATTLE PUBLIC SCHOOLS, ISLANDWOOD DEVELOPED A REVISED 4TH GRADE SCIENCE UNIT AND TEACHER TRAINING PROGRAM CALLED COMMUNITY WATERS. THE ENGINEERING UNIT REACHED MORE THAN 1,200 STUDENTS IN 25 SCHOOLS IN FISCAL YEAR 2018-2019, EMPOWERING STUDENTS TO DESIGN A SOLUTION TO A LOCAL STORMWATER PROBLEM IN THEIR SCHOOLYARD.ISLANDWOOD IS HELPING TEACHERS CONNECT SCIENCE LEARNING TO STUDENTS' LIVES, ENVIRONMENT, AND COMMUNITIES THROUGH ITS TEACHER PROFESSIONAL DEVELOPMENT SERIES IN THE NEXT GENERATION SCIENCE STANDARDS. DURING THE 2018-2019 FISCAL YEAR, OVER 200 TEACHERS PARTICIPATED IN THE SERIES, WITH MORE THAN 80% OF PARTICIPANTS REPORTING LASTING CHANGES TO THEIR TEACHING. ISLANDWOOD'S PUBLIC EVENTS AND PROGRAMS, MEETING AND RETREAT BUSINESS, AND SUMMER CAMPS BROUGHT AN ADDITIONAL 9,700 PEOPLE TO OUR CAMPUS DURING THE 2018-2019 FISCAL YEAR, MANY OF WHOM PARTICIPATED IN PROGRAMMING DESIGNED TO UNLOCK CURIOSITY AND UNDERSTANDING ABOUT OUR ENVIRONMENT AND OUR WORLD. 7830089 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 68 0 1 227 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X X MEGAN KARCH 2068554300 4450 BLAKELY AVE NE BAINBRIDGE IS WA 98110 MARGUERITE KONDRACKE PRESIDENT 4.00 X X 0 0 0 JASON BAUMGARTEN SECRETARY 4.00 X X 0 0 0 FRED KLEISNER TREASURER 4.00 X X 0 0 0 BEN PACKARD DIRECTOR 2.00 X 0 0 0 CAMILLE GIBSON DIRECTOR 2.00 X 0 0 0 DAVID GOLDBERG DIRECTOR 2.00 X 0 0 0 DAVID JOHNSON DIRECTOR 2.00 X 0 0 0 ELLIE FIELDS DIRECTOR 2.00 X 0 0 0 GRETCHEN HUND ANDREWS DIRECTOR 2.00 X 0 0 0 LARRY ESTRADA DIRECTOR 2.00 X 0 0 0 LAURA CLISE DIRECTOR 2.00 X 0 0 0 LAURY BRYANT DIRECTOR 2.00 X 0 0 0 LOIS HARTMAN DIRECTOR 2.00 X 0 0 0 MARC BEREJKA DIRECTOR 2.00 X 0 0 0 NATE MILES DIRECTOR 2.00 X 0 0 0 PATRICIO KU DIRECTOR 2.00 X 0 0 0 POOJA TANDON DIRECTOR 2.00 X 0 0 0 PRESTON SINGLETARY DIRECTOR 2.00 X 0 0 0 SARA MOOREHEAD DIRECTOR 2.00 X 0 0 0 SARA OTEPKA DIRECTOR 2.00 X 0 0 0 STEVE SUNDQUIST DIRECTOR 2.00 X 0 0 0 STEVEN ROGERS DIRECTOR 2.00 X 0 0 0 WILL RAVA DIRECTOR 2.00 X 0 0 0 YOKO OKANO DIRECTOR 2.00 X 0 0 0 MEGAN KARCH CEO 40.00 X 159647 0 9925 LAURIE MILLER CFO/COO THRU 12/18 40.00 X 148396 0 7744 CHRIS WHEATON CFO/COO FROM 01/19 40.00 X 0 0 0 308043 0 17669 2 0 1 0 INTERPLAY 5030 FIRST AVE SOUTH SEATTLE WA 98134 IT MANAGEMENT 187487 1 572461 2823908 317153 3396369 EDUC. CONFERENCE FEES 611600 2408987 1752089 656898 TUITION-OVERNIGHT 611600 1390717 1390717 GRADUATE PROGRAM 611600 762069 762069 EDUCATION PROGRAM FEES 611600 450551 450551 COMMUNITY EVENTS 900099 13149 13149 5025473 469347 469347 64472 4258 60214 60214 60214 4263179 3954694 487178 308485 -487178 -178693 -178693 169568 572461 347505 -177937 -177937 9212 5716 3496 3496 297 297 297 8598566 4368575 656898 176724 269540 269540 227207 227207 414916 132166 226663 56087 4329269 3542390 303887 482992 82723 72175 2825 7723 627834 531756 37995 58083 471788 379487 43416 48885 21794 21794 44424 44424 30000 30000 103639 103639 275024 169730 70582 34712 31848 25993 2675 3180 201727 135055 35192 31480 99481 50399 38470 10612 314989 231877 82189 923 25865 20903 3731 1231 20334 20334 1079954 807742 257762 14450 FOOD 481124 477253 1568 2303 MAINTENANCE & REPAIRS 253686 193971 58323 1392 LODGE CLEANING 129207 129207 GRADUATE PROGRAM FEES 90358 90358 366979 312880 32012 22087 9993710 7830089 1387481 776140 43507 176689 613878 865131 2203008 2003320 350184 300818 78984 154427 191397 184954 46934155 16041661 32355087 30892494 14667774 14626529 3046311 3065847 192416 199094 53742546 52469303 377947 439631 967618 939080 421500 566500 1767065 1945211 X 7134433 30046557 44841048 20477535 51975481 50524092 53742546 52469303 -1395144 -56245 0 X 0 1 X 1 0 X 4218128 3787075 4746286 3303527 3396369 19451385 4218128 3787075 4746286 3303527 3396369 19451385 5022669 14428716 358587 384301 259081 475110 533909 2010988 715 914 937 1706 297 4569 21466942 23154903 0.67210 0.69800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2014 AMOUNT: $ 715. 2015 AMOUNT: $ 914. 2016 AMOUNT: $ 937. 2017 AMOUNT: $ 1,706. 2018 AMOUNT: $ 297. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 30000 30000 0 PART II-B, LINE 1: STATE LEGISLATIVE LOBBYING FOR THE FOLLOWING: NON-PROFIT AND EDUCATIONAL SERVICE DISTRICT SUPPORTED NGSS/CLIMATE SCIENCE TEACHER PROFESSIONAL DEVELOPMENT FUNDING. 18254626 445330 713709 272500 432051 103639 18605475 16849338 1089002 1127066 277500 427705 105575 18254626 15190304 686265 1652107 245632 338344 95362 16849338 16240921 -227003 265000 450023 108591 15190304 16959588 100958 248600 464868 106157 16240921 0.00000 0.92310 0.07690 0 0 6400000 6400000 37827314 14136046 23691268 862351 790790 71561 1844490 1114825 729665 30892494 HEDGE FUNDS 2331441 F PRIVATE EQUITY 734406 F 3065847 8506362 -56245 70000 -115933 -102178 8608540 -9974 -9974 8598566 9957751 70000 9974 79974 9877777 103639 12294 115933 9993710 PART V, LINE 4: ISLANDWOOD USES A PORTION OF THE INVESTMENT INCOME TO GRANT SCHOLARSHIPS TO SCHOOLS AND GRADUATE STUDENTS. THE OTHER PORTION OF THE INVESTMENT INCOME IS USED FOR THE PREVENTATIVE MAINTENANCE OF THE FACILITY AND GROUNDS AND TO SUPPORT OUR BAINBRIDGE ISLAND COMMUNITY PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES -103,639. EVENT EXPENSE REPORTED ON PART IX -12,294. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST GIFT SHOP SALES -5,716. RENTAL EXPENSE REPORTED ON PART VIII -4,258. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST GIFT SHOP SALES 5,716. RENTAL EXPENSE REPORTED ON PART VIII 4,258. PART XII, LINE 4B - OTHER ADJUSTMENTS: EVENT EXPENSE REPORTED ON PART IX 12,294. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY IS PUBLISHED IN THE SEATTLE REGIONAL NEWSPAPER AND ON EVERY BROCHURE ISLANDWOOD PUBLISHES, AS WELL AS ON ISLANDWOOD'S WEBSITE. DINNER IN THE WOODS 737550 567982 169568 11247 297272 CIRCLE OF FRIENDS 4479 4479 38986 742029 572461 169568 11247 336258 347505 -177937 1 ARMIN JAHR ELEMENTARY 800 DIBB STREET BREMERTON WA 98310 916001656 GOVERNMENT 13065 SCHOLARSHIPS ALLEN CREEK ELEMENTARY 6505 60TH DR NE MARYSVILLE WA 98270 916014415 GOVERNMENT 8625 SCHOLARSHIPS BAILEY GATZERT ELEMENTARY 1301 E YESLER WAY SEATTLE WA 98122 916001541 GOVERNMENT 8495 SCHOLARSHIPS BROADVIEW - THOMPSOM K-8 13052 GREENWOOD AVE N SEATTLE WA 98133 916001542 GOVERNMENT 7750 SCHOLARSHIPS CEDAR VALLEY COMMUNITY SCHOOL 19200 56TH AVE WEST LYNNWOOD WA 98037 916001871 GOVERNMENT 11180 SCHOLARSHIPS CONCORD INTERNATIONAL SCHOOL 723 S CONCORD ST SEATTLE WA 98108 916001541 GOVERNMENT 8815 SCHOLARSHIPS CROWNHILL ELEMENTARY 1500 ROCKY PT ROAD BREMERTON WA 98312 916001656 GOVERNMENT 5670 SCHOLARSHIPS DEARBORN PARK ELEMENTARY 2820 S ORCAS ST SEATTLE WA 98108 916001541 GOVERNMENT 8140 SCHOLARSHIPS DUNLAP ELEMENTARY 4525 S CLOVERDALE ST SEATTLE WA 98118 916001541 GOVERNMENT 5920 SCHOLARSHIPS GRAHAM HILL ELEMENTARY 5149 GRAHAM ST SEATTLE WA 98118 916001541 GOVERNMENT 7095 SCHOLARSHIPS GREEN GABLES ELEMENTARY 32607 47TH AVE SW FEDERAL WAY WA 98023 916001624 GOVERNMENT 5520 SCHOLARSHIPS HIGHLAND PARK ELEMENTARY 1012 SW TRENTON STREET SEATTLE WA 98106 916001541 GOVERNMENT 9020 SCHOLARSHIPS JOHN ROGERS ELEMENTARY 4030 NE 109TH ST SEATTLE WA 98125 916001541 GOVERNMENT 6860 SCHOLARSHIPS KIMBALL ELEMENTARY 3200 23RD AVE S SEATTLE WA 98144 916001541 GOVERNMENT 6750 SCHOLARSHIPS KITSAP LAKE ELEMENTARY 1111 CARR BLVD BREMERTON WA 98312 916001656 GOVERNMENT 10005 SCHOLARSHIPS LA CONNER ELEMENTARY PO BOX 2103 LA CONNER WA 98257 910923099 GOVERNMENT 7095 SCHOLARSHIPS LAKE QUINAULT 6094 US-101 STE C AMANDA PARK WA 98526 910997236 GOVERNMENT 6480 SCHOLARSHIPS LESCHI ELEMENTARY 135 32ND AVENUE SEATTLE WA 98122 916001541 GOVERNMENT 7750 SCHOLARSHIPS MCCARVER ELEMENTARY 2111 S J STREET TACOMA WA 98405 916001553 GOVERNMENT 13420 SCHOLARSHIPS ROXHILL ELEMENTARY 9430 30TH AVE SW SEATTLE WA 98126 916001541 GOVERNMENT 5590 SCHOLARSHIPS SANISLO ELEMENTARY 1812 SW MYRTLE ST SEATTLE WA 98106 916001541 GOVERNMENT 5060 SCHOLARSHIPS SARTORI ELEMENTARY 332 PARL AVE N RENTON WA 98057 916001635 GOVERNMENT 13125 SCHOLARSHIPS SUQUAMISH ELEMENTARY 18950 PARK BLVD NE SUQUAMISH WA 98392 910754974 GOVERNMENT 9625 SCHOLARSHIPS TOPS K-8 ELEMENTARY 2500 FRANKLIN AVE E SEATTLE WA 98102 916001541 GOVERNMENT 6750 SCHOLARSHIPS VIEW RIDGE ELEMENTARY 7047 50TH AVE NE SEATTLE WA 98115 916001541 GOVERNMENT 7395 SCHOLARSHIPS WEST SEATTLE ELEMENTARY 6760 34TH AVE SW SEATTLE WA 98126 916001541 GOVERNMENT 11925 SCHOLARSHIPS 26 0 GRADUATE PROGRAM SCHOLARSHIPS 23 0 227207 BOOK AMOUNT SCHOLARSHIPS FOR STUDENTS ENROLLED IN ISLANDWOOD'S GRADUATE PROGRAM PART I, LINE 2: ISLANDWOOD GIVES GRANTS IN THE FORM OF SCHOLARSHIPS TO SCHOOLS THAT ATTEND OUR SCHOOL OVERNIGHT PROGRAM. NEED IS DETERMINED BY PARTICIPATION IN THE FREE AND REDUCED LUNCH PROGRAM AT EACH SCHOOL. ISLANDWOOD MONITORS THESE PARTICIPATION PERCENTAGES FOR THE FREE AND REDUCED LUNCH PROGRAM ON THE SUPERINTENDENT OF PUBLIC INSTRUCTION'S WEBSITE. GRADUATE STUDENT SCHOLARSHIPS ARE AWARDED BASED ON FINANCIAL NEED. X X 0 0 0 0 0 0 0 0 0 MEGAN KARCH CEO 159647 0 0 0 0 0 0 0 9925 0 169572 0 0 0 LAURIE MILLER CFO/COO THRU 12/18 148396 0 0 0 0 0 2756 0 4988 0 156140 0 0 0 X 11 157451 FAIR MARKET VALUE X AUCTION ITEMS 25 153284 FAIR MARKET VALUE X OUTDOOR GEAR 4 6418 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART I, LINE 6, DESCRIPTION OF VOLUNTEERS: ISLANDWOOD HAD 100 ACTIVE VOLUNTEERS WHO WORKED APPROXIMATELY 2500 HOURS GIVING TOURS, WORKING IN THE GEAR ROOM AND GARDEN, SUPPORTING OUR SPECIAL EVENTS AND HELPING WITH ADMINISTRATIVE PROJECTS. ISLANDWOOD ALSO HAD 24 VOLUNTEER BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF ACCOUNTING AND THE CFO REVIEW THE FORM 990 IN DETAIL. IT IS THEN PRESENTED TO THE FINANCE COMMITTEE FOR DISCUSSION PURPOSES. AFTERWARDS, A PUBLIC DISCLOSURE COPY OF THE RETURN IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING THE TAX RETURN WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO THE BOARD AND OFFICERS OF THE ORGANIZATION. CONFLICTS AND POTENTIAL CONFLICTS ARE TO BE REPORTED AS THEY ARISE TO THE GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE DETERMINES WHETHER OR NOT AN ACTUAL CONFLICT OF INTEREST EXISTS. IF AN ACTUAL CONFLICT IS DEEMED TO EXIST, THE GOVERNANCE COMMITTEE WILL REVIEW FOR POSSIBLE ACTION. THE FOLLOWING ARE THE RESTRICTIONS IMPOSED ON INDIVIDUALS FOR WHOM A CONFLICT EXISTS: THEY ARE REQUIRED TO RECUSE THEMSELVES FROM ALL FUTURE DISCUSSION, VOTING AND OTHER DECISION MAKING WITH REGARD TO THE TRANSACTION FOR WHICH THE CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR PERFORMS A REVIEW OF EACH VICE PRESIDENT (VP) EVERY YEAR. THE SALARIES OF THE VP'S ARE APPROVED BY THE BOARD DURING THE BUDGETING PROCESS. THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD. IN ADDITION, THE ORGANIZATION ANNUALLY MONITORS MARKET DATA TO COMPARE THE VP COMPENSATION TO THE MARKET. THE LAST COMPENSATION REVIEW FOR VP'S WAS JULY OF 2019. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.