2019-11-15T15:05:25-06:00 2018-12-31 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2018-01-01 680160429 BUCK INSTITUTE FOR EDUCATION BUCK 4158830122 3 HAMILTON LANDING NO 220 NOVATO CA 94949 BRUCE ABBOTT TREASURER 4158830122 2019-11-12 1 KATY BROWN P00650274 9257902600 2019-11-12 172.91.213.147 2019-11-12 09:01:57 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 FBC57DB7B1B220019E020D596ED21C7EA3AE0347 2018 2020-03-31 21:24:44Z PBL WORKS ROBERT C LENZ 3 HAMILTON LANDING NO 220 NOVATO CA 94949 13192804 0 X WWW.BIE.ORG X 1988 CA BIE 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. 13 13 38 17 0 0 3790691 2948941 9816014 9792092 419248 20916 318436 279881 14344389 13041830 0 0 0 0 4312700 4748914 0 0 44735 7316065 7934046 11628765 12682960 2715624 358870 10612974 11458566 916207 1398870 9696767 10059696 X FOUNDED IN 1988, THE BUCK INSTITUTE FOR EDUCATION (BIE) CREATES, GATHERS, AND SHARES THE HIGHEST QUALITY PBL INSTRUCTIONAL PRACTICES, PRODUCTS, AND SERVICES SO THAT THE EDUCATION COMMUNITY CAN ACCESS HIGH QUALITY PBL RESOURCES AND UNDERSTAND, IMPLEMENT AND SUSTAIN TRANSFORMATIVE PROJECT-BASED TEACHING AND LEARNING. 0 0 3237053 5613713 TEACHER PROFESSIONAL DEVELOPMENT SERVICES - BIE 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. 2210727 2482820 DISTRICT IMPLEMENTATION SUPPORT SERVICES - BIE 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, BIE 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. 1061848 1506700 EVENTS - BIE OFFERS CONFERENCES FOR PROJECT BASED LEARNING (PBL) THAT INCLUDE PROFESSIONAL LEARNING OPPORTUNITIES FOR TEACHERS, LEADERS, AND INSTRUCTIONAL COACHES. THESE EVENTS INCLUDE BIE'S EXEMPLARY WORKSHOPS, INSPIRING KEYNOTE SPEAKERS, AND COMMUNITY BUILDING OPPORTUNITIES TO CATALYZE TRANSFORMATIONAL CHANGE IN TEACHING AND LEARNING. PBL WORLD IS HOSTED BY BIE IN NAPA, CA, AND IT'S THE PREMIER CONFERENCE FOR PROJECT BASED LEARNING. IN ADDITION TO PBL WORLD, BIE HOSTED PBL ACADEMIES IN NASHVILLE, TN. 5354291 468315 5354291 468315 11863919 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 135 0 1 38 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA HI X ERESA PUCH 4158830122 3 HAMILTON LANDING NO 220 NOVATO CA 94949 CHRIS TEBBEN BOARD PRESIDENT 1.00 X X 0 0 0 JOHN GONZALEZ BOARD VICE PRESIDENT 1.00 X X 0 0 0 JUSTIN WELLS BOARD SECRETARY 1.00 X X 0 0 0 BRUCE ABBOTT BOARD TRESURER 1.00 X X 0 0 0 ANNMARIE BAINES BOARD MEMBER (START 6/18) 1.00 X 0 0 0 BARBARA CHOW BOARD MEMBER 1.00 X 0 0 0 JACK DALE BOARD MEMBER 1.00 X 0 0 0 MICHAEL DIMAGGIO BOARD MEMBER 1.00 X 0 0 0 DALE ERQUIAGA BOARD MEMBER 1.00 X 0 0 0 CINDY JOHANSON BOARD MEMBER (THRU 6/18) 1.00 X 0 0 0 KEN KAY BOARD MEMBER 1.00 X 0 0 0 JOHN KING BOARD MEMBER (THRU 6/18) 1.00 X 0 0 0 LILLIAN LOWERY BOARD MEMBER (THRU 10/18) 1.00 X 0 0 0 TAMEKA MCGLAWN BOARD MEMBER 1.00 X 0 0 0 ROSANNA MUCETTI BOARD MEMBER 1.00 X 0 0 0 MARK STRICKLAND BOARD MEMBER 1.00 X 0 0 0 HUGH VASQUEZ BOARD MEMBER (THRU 6/18) 1.00 X 0 0 0 ROBERT C LENZ EXECUTIVE DIRECTOR 38.00 X 293113 0 57364 DEBRA HUNTER CHIEF STRATEGY & OPERATION 38.00 X 229215 0 53797 BRANDON WILEY CHIEF PROGRAM OFFICER 38.00 X 203933 0 31004 SALLY GRUBB SR DIR. RES & EVID 38.00 X 145854 0 29897 RICHARD DIXON DIR. OF ONLINE LEARNING 38.00 X 136146 0 44809 JOHN LARMER EDITOR IN CHIEF 38.00 X 135942 0 45786 DEBORAH WOO DIR. OF MARKETING & COMM 38.00 X 126732 0 32931 CRISTINA WALDFOGEL DIR. OF DISTRICT & LEADERSHIP 38.00 X 121645 0 26257 1392580 0 321845 11 0 1 0 EDUCATION NORTHWEST 101 SW MAIN SUITE 500 PORTLAND OR 97204 RESEARCH FACILITATION AND ACTIVITIES 394681 HL NOVATO LLC 6 HAMILTON LANDING SUITE 180 NOVATO CA 94949 OFFICE BUILDING LEASE 290361 CLARITY INNOVATIONS INC 1001 SE WATER AVENUE SUITE 400 PORTLAND OR 97214 WEBSITE DEVELOPMENT 282502 PELETZ ALICIA 8 GOLDEN FLEECE DRIVE ROCHESTER NY 14623 NATIONAL FACULTY 233929 COHENBRANDON 5435 ELDRIDGE CT SAN DIEGO CA 92120 NATIONAL FACULTY 162340 12 2948941 2948941 WORKSHOP FEES 611710 7655989 7655989 EVENT REGISTRATION FEE 900099 1506700 1506700 FEES FOR SERVICES 900099 629403 629403 9792092 20916 20916 31604 31604 398826 150974 247852 247852 MISCELLANEOUS INCOME 900099 425 425 425 13041830 10071548 0 21341 X 868427 804399 58556 5472 2834328 2628834 189687 15807 345668 318014 24196 3458 448083 412236 31366 4481 252408 232215 17668 2525 19550 11988 7562 47548 47548 8077 514 7563 4370025 4182839 186633 553 103672 103657 15 160761 139743 20172 846 140794 118525 21865 404 333547 275208 57266 1073 2008102 1944601 54219 9282 503476 494666 8710 100 99342 82096 16929 317 16952 11743 5163 46 MEALS & ENTERTAINMENT 99339 84848 14125 366 LICENSES & PERMITS 12865 7797 5063 5 BAD DEBT EXPENSE 9996 9996 12682960 11863919 774306 44735 4472243 3590001 2049770 2928418 1734777 2417372 1065653 725005 143892 185180 147492 282881 456056 212274 310823 243782 1888 400068 686436 685859 10612974 11458566 720435 942528 195772 456342 916207 1398870 X 6867135 6992482 2829632 3067214 9696767 10059696 10612974 11458566 358870 4059 0 X X 0 1 X 1 0 X 762050 679300 2589278 3790691 2948941 10770260 7825407 3987797 9555783 10285576 10190918 41845481 8587457 4667097 12145061 14076267 13139859 52615741 762050 384359 821403 837071 859245 3664128 1519567 708628 833365 1141973 2308597 6512130 2281617 1092987 1654768 1979044 3167842 10176258 42439483 10482 1451 35557 52520 100010 10482 1451 35557 52520 100010 745 521 3673 447 425 5811 8598684 4667618 12150185 14112271 13192804 52721562 0.80500 0.80000 0.00190 0.00100 X PART II, SECTION A, COLUMN (B) 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25511 4783 20728 430545 207491 223054 243782 BENEFICIAL INTEREST IN MARIN COMMUNITY FNDTN ASSETS 652055 DEPOSITS 33804 685859 X 13319689 4059 122826 126885 13192804 -150974 -150974 13041830 12956760 122826 150974 273800 12682960 0 12682960 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 -150,974. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 150,974. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT SERVICES AND PROGRAM RELATED PUBLICATIONS 56183 NORTH AMERICA, CANADA & MEXICO 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT SERVICES AND PROGRAM RELATED PUBLICATIONS 33618 EUROPE 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT SERVICES AND PROGRAM RELATED PUBLICATIONS 7594 0 0 0 0 0 0 97395 0 97395 0 0 0 0 0 0 X X 0 0 0 0 0 0 0 1 0 ROBERT C LENZ EXECUTIVE DIRECTOR 287613 0 5500 0 0 0 34914 0 22450 0 350477 0 0 0 DEBRA HUNTER CHIEF STRATEGY & OPERATION 224855 0 4360 0 0 0 27598 0 26199 0 283012 0 0 0 BRANDON WILEY CHIEF PROGRAM OFFICER 200153 0 3780 0 0 0 23927 0 7077 0 234937 0 0 0 SALLY GRUBB SR DIR. RES & EVID 142754 0 3100 0 0 0 19623 0 10274 0 175751 0 0 0 RICHARD DIXON DIR. OF ONLINE LEARNING 133546 0 2600 0 0 0 16458 0 28351 0 180955 0 0 0 JOHN LARMER EDITOR IN CHIEF 133392 0 2550 0 0 0 16759 0 29027 0 181728 0 0 0 DEBORAH WOO DIR. OF MARKETING & COMM 126732 0 0 0 0 0 15360 0 17571 0 159663 0 0 0 PART I, LINE 7 THE BONUSES ARE DETERMINED BY THE MANAGEMENT TEAM AND PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. 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 2,632,537. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,632,537. PRODUCT DEVELOPMENT: PROGRAM SERVICE EXPENSES 220,788. MANAGEMENT AND GENERAL EXPENSES 26,580. FUNDRAISING EXPENSES 79. TOTAL EXPENSES 247,447. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 749,770. MANAGEMENT AND GENERAL EXPENSES 90,261. FUNDRAISING EXPENSES 267. TOTAL EXPENSES 840,298. RESEARCH & EVALUATION: PROGRAM SERVICE EXPENSES 579,744. MANAGEMENT AND GENERAL EXPENSES 69,792. FUNDRAISING EXPENSES 207. TOTAL EXPENSES 649,743.