2019-05-03T12:16:45-05:00 2018-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2017-07-01 311654076 ISLANDWOOD ISLA 2068554300 4450 BLAKELY AVENUE NE BAINBRIDGE ISLAND WA 981102257 MEGAN KARCH CEO 2068554300 2019-04-19 1 SARA ELIZABETH J HYRE P00235495 4254544919 2019-04-19 65.158.230.194 2019-04-19 06:54:20 PD P DE1D2BBAE0F1147E7A7EA18DABEA7E867F199504 0D4F8B5D50665025C0D74E3A044B1CC8CBA0177E 2017 2019-02-21 02:37:17Z MEGAN KARCH 4450 BLAKELY AVENUE NE BAINBRIDGE ISLAND WA 981102257 14363625 0 X WWW.ISLANDWOOD.ORG X 1999 WA TO PROVIDE EXCEPTIONAL LEARNING EXPERIENCES & INSPIRE LIFELONG ENVIRONMENTAL & COMMUNITY STEWARDSHIP 23 23 240 130 583292 -8832 4746286 3303527 4773053 5435201 454182 1184907 -147917 -189914 9825604 9733721 443019 537067 0 0 5438344 5472199 0 0 774743 3973364 4221561 9854727 10230827 -29123 -497106 54081316 53742546 1583313 1767065 52498003 51975481 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 8104727 537067 5435201 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 2017-2018, ISLANDWOOD'S MULTI-DAY, RESIDENTIAL SCHOOL OVERNIGHT PROGRAM ON BAINBRIDGE ISLAND SERVED MORE THAN 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 7,350 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 2017-2018, 23 STUDENTS EARNED THEIR GRADUATE CERTIFICATE. IN ADDITION, THROUGH ISLANDWOOD'S PARTNERSHIP WITH ANTIOCH UNIVERSITY SEATTLE, ANOTHER 17 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 1,500 STUDENTS IN 31 SCHOOLS IN FISCAL YEAR 2017-2018, 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 2017-2018 FISCAL YEAR, NEARLY 50 TEACHERS PARTICIPATED IN THE SERIES, WITH MORE THAN THREE-QUARTERS OF PARTICIPANTS REPORTING LASTING CHANGES TO THEIR TEACHING. 8104727 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 1 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 87 0 1 240 1 1 1 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X X CHRIS WHEATON 2068554300 4450 BLAKELY AVE NE BAINBRIDGE IS WA 98110 MARGUERITE KONDRACKE PRESIDENT 4.00 X X 0 0 0 GRETCHEN HUND ANDREWS VICE 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 JOHN WARNER DIRECTOR 2.00 X 0 0 0 JON SNARE DIRECTOR 2.00 X 0 0 0 PRESTON SINGLETARY DIRECTOR 2.00 X 0 0 0 DAVID GOLDBERG DIRECTOR 2.00 X 0 0 0 STEVEN ROGERS DIRECTOR 2.00 X 0 0 0 NATE MILES DIRECTOR 2.00 X 0 0 0 JESSIE WOOLLEY-WILSON DIRECTOR 2.00 X 0 0 0 LARRY ESTRADA DIRECTOR 2.00 X 0 0 0 BEN PACKARD DIRECTOR 2.00 X 0 0 0 LAURY BRYANT DIRECTOR 2.00 X 0 0 0 MIKE LUNSFORD DIRECTOR 2.00 X 0 0 0 WILL RAVA DIRECTOR 2.00 X 0 0 0 POOJA TANDON DIRECTOR 2.00 X 0 0 0 YOKO OKANO DIRECTOR 2.00 X 0 0 0 MARC BEREJKA DIRECTOR 2.00 X 0 0 0 PATRICIO KU DIRECTOR 2.00 X 0 0 0 SARA OTEPKA DIRECTOR 2.00 X 0 0 0 KATHERINE JAMES SCHUITEMAKER DIRECTOR 2.00 X 0 0 0 JULIE YOAKUM DIRECTOR 2.00 X 0 0 0 ELLIE FIELDS DIRECTOR 2.00 X 0 0 0 LAURA CLISE DIRECTOR 2.00 X 0 0 0 LISA CHIN DIRECTOR 2.00 X 0 0 0 SARA MOOREHEAD DIRECTOR 2.00 X 0 0 0 STEVE SUNDQUIST DIRECTOR 2.00 X 0 0 0 CAMILLE GIBSON DIRECTOR 2.00 X 0 0 0 LOIS HARTMAN DIRECTOR 2.00 X 0 0 0 MEGAN KARCH CEO FROM 03/18 40.00 X 0 0 0 LAURIE MILLER CFO/COO 40.00 X 168059 0 16271 168059 0 16271 1 0 1 0 KUDA CONSTRUCTION PO BOX 1523 KINGSTON WA 98346 CONSTRUCTION 242537 MITHUN 1201 ALASKAN WAY SUITE 200 SEATTLE WA 98101 ARCHITECHTURAL DESIGN 242467 BDP NETWORKS 5030 FIRST AVE SO SEATTLE WA 98134 IT MANAGEMENT 193546 SSI DBA SPENCER STUART PO BOX 98991 CHICAGO IL 60693 RECRUITING 110428 4 753087 2550440 572919 3303527 EDUC. CONFERENCE FEES 611600 2407169 1823877 583292 TUITION-OVERNIGHT 611600 1478830 1478830 GRADUATE PROGRAM 611600 1126212 1126212 EDUCATION PROGRAM FEES 611600 412718 412718 COMMUNITY EVENTS 900099 10272 10272 5435201 458725 458725 16385 0 16385 16385 16385 4947786 125 4216229 5500 731557 -5375 726182 726182 186578 753087 399898 -213320 -213320 13592 8277 5315 5315 RECON ADJUSTMENTS 900099 1706 1706 1706 9733721 4851909 583292 994993 289230 289230 247837 247837 252072 96309 133861 21902 4099087 3493988 255602 349497 80955 58565 16236 6154 608361 547666 18332 42363 431724 365681 32020 34023 14320 11373 2947 44923 44923 24000 24000 105575 105575 635344 392719 214135 28490 44002 40289 2061 1652 143016 82092 31286 29638 96561 45757 42013 8791 325989 244349 81168 472 37946 32485 3499 1962 6561 6561 1091872 815719 263379 12774 FOOD 556559 552462 2593 1504 MAINTENANCE & REPAIRS 351734 295385 55982 367 CAMPAIGN EXPENSES 225880 225880 GRADUATE PROGRAM FEES 196386 196386 320893 272435 39184 9274 10230827 8104727 1351357 774743 128529 43507 884266 613878 2844995 2203008 323193 350184 72265 78984 185210 191397 47319081 14963994 33013152 32355087 12944843 14667774 3498953 3046311 185910 192416 54081316 53742546 400429 377947 819384 967618 363500 421500 1583313 1767065 X 7061905 7134433 29398257 28080561 16037841 16760487 52498003 51975481 54081316 53742546 -497106 -25416 0 X 0 1 X 1 0 X 3482333 4218128 3787075 4746286 3303527 19537349 3482333 4218128 3787075 4746286 3303527 19537349 4618511 14918838 350040 358587 384301 259081 475110 1827119 6126 715 914 937 1706 10398 21374866 22809456 0.69800 0.69970 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2013 AMOUNT: $ 1,641. 2014 AMOUNT: $ 715. 2015 AMOUNT: $ 914. 2016 AMOUNT: $ 937. 2017 AMOUNT: $ 1,706. REUNION FEE - 2013 AMOUNT: $ 4,485. 0 0 0 0 0 0 0 0 1 24000 24000 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. 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 15616240 2265137 235500 563998 122291 16959588 0.00000 0.91700 0.08300 0 0 6400000 6400000 37814615 13187747 24626868 846886 579620 267266 2257580 1196627 1060953 32355087 HEDGE FUNDS 2263800 F PRIVATE EQUITY 782511 F 3046311 9628151 -25416 17144 -105575 -113847 9741998 -8277 -8277 9733721 10150673 17144 8277 25421 10125252 105575 105575 10230827 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES -105,575. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST GIFT SHOP SALES -8,277. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST GIFT SHOP SALES 8,277. 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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS N/A 1315422 0 0 0 0 0 0 1315422 0 1315422 0 0 0 0 0 0 DINNER IN THE WOODS 888794 702216 186578 100307 56498 350 221089 WAKING THE WORLD 50871 50871 7879 9928 3847 939665 753087 186578 108186 66426 350 224936 399898 -213320 1 ARMIN JAHR ELEMENTARY 800 DIBB STREET BREMERTON WA 98310 916001656 GOVERNMENT 11400 SCHOLARSHIPS ALLEN CREEK ELEMENTARY 6505 60TH DR NE MARYSVILLE WA 98270 916014415 GOVERNMENT 7290 SCHOLARSHIPS BAILEY GATZERT ELEMENTARY 1301 E YESLER WAY SEATTLE WA 98122 916001541 GOVERNMENT 7850 SCHOLARSHIPS BROADVIEW - THOMPSOM K-8 13052 GREENWOOD AVE N SEATTLE WA 98136 916001542 GOVERNMENT 6050 SCHOLARSHIPS CEDAR VALLEY COMMUNITY SCHOOL 19200 - 56TH AVE WEST LYNNWOOD WA 98037 916001871 GOVERNMENT 10260 SCHOLARSHIPS CONCORD INTERNATIONAL SCHOOL 723 S CONCORD ST SEATTLE WA 98108 916001541 GOVERNMENT 9030 SCHOLARSHIPS CROWNHILL ELEMENTARY 1500 ROCKY PT ROAD BREMERTON WA 98312 916001656 GOVERNMENT 5310 SCHOLARSHIPS DEARBORN PARK ELEMENTARY 2820 S ORCAS ST SEATTLE WA 98108 916001541 GOVERNMENT 10070 SCHOLARSHIPS DISCOVERY ELEMENTARY 11700 MERIDIAN AVE S EVERETT WA 98208 916018853 GOVERNMENT 17520 SCHOLARSHIPS DUNLAP ELEMENTARY 4525 S CLOVERDALE ST SEATTLE WA 98118 916001541 GOVERNMENT 6720 SCHOLARSHIPS GRAHAM HILL ELEMENTARY 5149 GRAHAM ST SEATTLE WA 98118 916001541 GOVERNMENT 8160 SCHOLARSHIPS HIGHLAND PARK ELEMENTARY 1012 SW TRENTON STREET SEATTLE WA 98106 916001541 GOVERNMENT 11760 SCHOLARSHIPS HORIZON ELEMENTARY 222 WEST CASINO RD EVERETT WA 98204 916018853 GOVERNMENT 19320 SCHOLARSHIPS JOHN MUIR ELEMENTARY 3301 S HORTON ST SEATTLE WA 98144 916001541 GOVERNMENT 6750 SCHOLARSHIPS KIMBALL ELEMENTARY 3200 23RD AVE S SEATTLE WA 98144 916001541 GOVERNMENT 7920 SCHOLARSHIPS KITSAP LAKE ELEMENTARY 1111 CARR BLVD BREMERTON WA 98312 916001656 GOVERNMENT 9240 SCHOLARSHIPS LA CONNER ELEMENTARY PO BOX 2103 LA CONNER WA 98257 910923099 GOVERNMENT 7650 SCHOLARSHIPS LESCHI ELEMENTARY 135 32ND AVENUE SEATTLE WA 98122 916001541 GOVERNMENT 9240 SCHOLARSHIPS LOWELL ELEMENTARY 1058 E MERCER ST SEATTLE WA 98102 916001541 GOVERNMENT 5980 SCHOLARSHIPS LYNNDALE ELEMENTARY 7200 191ST STREET SW LYNNWOOD WA 98036 916001871 GOVERNMENT 5940 SCHOLARSHIPS NORTHGATE ELEMENTARY 11725 1 AV NE SEATTLE WA 98125 916001541 GOVERNMENT 7400 SCHOLARSHIPS ORCHARD HEIGHTS ELEMENTARY 2288 FIRCREST DRIVE SE PORT ORCHARD WA 98366 916001633 GOVERNMENT 16380 SCHOLARSHIPS ROXHILL ELEMENTARY 9430 30TH AVE SW SEATTLE WA 98126 916001541 GOVERNMENT 7560 SCHOLARSHIPS SUQUAMISH ELEMENTARY 18950 PARK BLVD NE SUQUAMISH WA 98392 910754974 GOVERNMENT 7370 SCHOLARSHIPS VIEW RIDGE ELEMENTARY 7047 50TH AVE NE SEATTLE WA 98115 916001541 GOVERNMENT 6370 SCHOLARSHIPS VIEWLANDS ELEMENTARY 10525 3 AV NW SEATTLE WA 98177 916001541 GOVERNMENT 5850 SCHOLARSHIPS WEST SEATTLE ELEMENTARY 6760 34TH AVE SW SEATTLE WA 98126 916001541 GOVERNMENT 8610 SCHOLARSHIPS 27 0 GRADUATE PROGRAM SCHOLARSHIPS 28 0 247837 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 1 0 LAURIE MILLER CFO/COO 143059 0 25000 0 0 0 6199 0 10072 0 184330 0 0 0 PART I, LINE 7 A NON-FIXED PAYMENT WAS PROVIDED IN THE FORM OF A PERFORMANCE-BASED BONUS. THE AMOUNT AWARDED FOR THE CFO/COO WAS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD. X 13 429040 FAIR MARKET VALUE X AUCTION ITEMS 22 143879 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, SUPPORTING OUR SPECIAL EVENTS AND HELPING WITH ADMINISTRATIVE PROJECTS. ISLANDWOOD ALSO HAD 30 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 AUGUST OF 2016. THE NEW CEO HAD AN INITIAL COMPENSATION REVIEW UPON COMMENCEMENT OF EMPLOYMENT IN JANUARY OF 2018. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.