2018-05-11T15:29:02-05:00 2017-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2016-07-01 311654076 ISLANDWOOD ISLA 2068554300 4450 BLAKELY AVENUE NE BAINBRIDGE ISLAND WA 981102257 LAURIE MILLER CFO/COO 2068554300 2018-05-10 1 SARA ELIZABETH J HYRE P00235495 4254544919 2018-05-10 2016 2022-09-23 18:48:47Z BEN KLASKY 4450 BLAKELY AVENUE NE BAINBRIDGE ISLAND WA 981102257 13614855 0 X WWW.ISLANDWOOD.ORG X 1999 WA TO PROVIDE EXCEPTIONAL LEARNING EXPERIENCES & INSPIRE LIFELONG ENVIRONMENTAL & COMMUNITY STEWARDSHIP 28 28 211 128 0 -16357 3787075 4746286 4866528 4773053 833347 454182 -32533 -147917 9454417 9825604 423786 443019 0 0 5362869 5438344 0 0 893654 4139653 3973364 9926308 9854727 -471891 -29123 52836990 54081316 1583710 1583313 51253280 52498003 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 7412835 443019 4549561 ISLANDWOOD'S PROGRAM SERVICES CONSIST OF THE FOLLOWING INTEGRATED COMPONENTS: ISLANDWOOD CONDUCTS A 4-DAY, 3-NIGHT RESIDENTIAL SCHOOL PROGRAM WHERE 4TH - 6TH GRADE STUDENTS PARTICIPATE IN OUTDOOR FIELD STUDY PROJECTS AND COLLABORATE WITH VISITING ARTISTS AND SCIENTISTS. ISLANDWOOD ALSO WORKS WITH SCHOOLS PRIOR TO AND FOLLOWING THEIR STUDENTS' VISIT TO ISLANDWOOD BY ASSISTING TEACHERS AND STUDENTS IN CREATING WAYS TO INCORPORATE NEWLY ACQUIRED SKILLS THROUGH STUDENT-DESIGNED COMMUNITY PROJECTS. WE SERVED OVER 4,000 STUDENTS FROM 91 SCHOOLS IN THE PUGET SOUND REGION DURING THE FISCAL YEAR 2016 - 2017 IN THE SCHOOL OVERNIGHT AND SCHOOL PARTNERSHIP PROGRAMS. NEARLY FIFTY PERCENT OF THESE SCHOOLS RECEIVED FINANCIAL ASSISTANCE PROVIDED BY DONATIONS TO OUR SCHOLARSHIP ENDOWMENT AND ANNUAL FUND. GRADUATE STUDIES ARE OFFERED IN PARTNERSHIP WITH THE UNIVERSITY OF WASHINGTON AS A RESIDENTIAL OR COMMUTING STUDENT PROGRAM. IT PROVIDES EDUCATIONAL OPPORTUNITIES FOR CURRENT AND FUTURE EDUCATORS TO PURSUE STUDIES LEADING TOWARD TEACHER CERTIFICATION AND GRADUATE DEGREES IN EDUCATION. FIFTEEN GRADUATE STUDENTS WORKED CLOSELY WITH ISLANDWOOD FACULTY AS THEY ALTERNATED BETWEEN ACADEMIC STUDY AND TEACHING THE STUDENTS IN ISLANDWOOD'S SCHOOL OVERNIGHT PROGRAM. 2016 - 2017 WAS ALSO THE SECOND YEAR OF THE URBAN ENVIROMENTAL EDUCATION GRADUATE PROGRAM IN PARTNERSHIP WITH ANTIOCH UNIVERSITY. SEVEN STUDENTS ENROLLED IN THIS PROGRAM WHICH INVOLVED COURSEWORK AND PRACTICUM EXPERIENCES IN A VARIETY OF URBAN SETTINGS.A VARIETY OF SUMMER PROGRAMS FOR CHILDREN WERE OFFERED THIS PAST YEAR AT ISLANDWOOD. APPROXIMATELY 600 CHILDREN PARTICIPATED IN THESE PROGRAMS. IN ADDITION, ISLANDWOOD HELD SEVERAL COMMUNITY EVENING LECTURES, SEASONAL FESTIVALS AND PARTNERSHIPS WITH OTHER CULTURAL ORGANIZATIONS THAT PROVIDED AN OPPORTUNITY FOR LOCAL COMMUNITY ACCESS TO THE ISLANDWOOD SITE. OVER 2,000 PEOPLE HAVE ATTENDED THESE EVENTS DURING THE YEAR. THE ISLANDWOOD FACILITIES, STAFF AND EXPERTISE WAS ALSO PROVIDED TO UNIVERSITIES, SCHOOLS, GOVERNMENTAL AGENCIES, TEACHER ORGANIZATIONS AND OTHER NON-PROFITS, ART AND SCIENCE ORGANIZATIONS. APPROXIMATELY 150 GROUPS THAT SHARE A SIMILAR COMMITMENT TO EDUCATION, LIFE-LONG LEARNING AND ENVIRONMENTAL STEWARDSHIP ATTENDED CONFERENCES DURING THE 2016 - 2017 FISCAL YEAR. 367130 0 223492 ISLANDWOOD CREATES AND LEADS ENVIRONMENTAL STEWARDSHIP PROGRAMS IN MANY PUGET SOUND AREA SCHOOLS THROUGH ITS URBAN SCHOOL PROGRAMS. OVER 1,000 STUDENTS PARTICIPATED IN THESE DAY PROGRAMS AT THEIR SCHOOLS AND SURROUNDING AREAS. IN ADDITION, ISLANDWOOD IS THE EDUCATIONAL PROGRAM PROVIDER AT BRIGHTWATER TREATMENT FACILITY LOCATED EAST OF PUGET SOUND. OVER 4,500 STUDENTS PARTICIPATED IN THE TOURS AND PROGRAMS OFFERED THERE. 7779965 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 1 158 0 1 211 1 0 0 0 0 0 1 1 1 1 0 0 1 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X X LAURIE MILLER 2068554300 4450 BLAKELY AVE NE BAINBRIDGE IS WA 98110 GRETCHEN HUND ANDREWS PRESIDENT 4.00 X X 0 0 0 MARGUERITE KONDRACKE VICE-CHAIR 2.00 X X 0 0 0 JON SNARE TREASURER 4.00 X X 0 0 0 JOHN WARNER SECRETARY 2.00 X X 0 0 0 JASON BAUMGARTEN 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 FRED KLEISNER 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 PRESTON SINGLETARY DIRECTOR 2.00 X 0 0 0 BEN KLASKY CEO 40.00 X 180600 0 40774 LAURIE MILLER CFO/COO 40.00 X 138400 0 14061 319000 0 54835 2 0 1 0 BDP NETWORKS LLC 5030 FIRST AVE SOUTH SEATTLE WA 98134 IT MANAGEMENT 190871 MITHUN 1201 ALASKAN WAY SUITE 200 SEATTLE WA 98101 ARCHITECTURAL DESIGN 128844 2 81750 600572 4063964 529184 4746286 EDUC. CONFERENCE FEES 611600 2482534 2482534 TUITION-OVERNIGHT 611600 1313287 1313287 GRADUATE PROGRAM 611600 560540 560540 EDUCATION PROGRAM FEES 611600 405782 405782 COMMUNITY EVENTS 900099 10910 10910 4773053 230272 230272 28809 0 28809 28809 28809 3668638 550 3445278 0 223360 550 223910 223910 152747 600572 334368 -181621 -181621 13563 9605 3958 3958 937 937 937 9825604 4773053 0 306265 283000 283000 160019 160019 325398 89835 190158 45405 4097532 3473945 240631 382956 90702 76824 5715 8163 480711 423753 14460 42498 444001 373293 33425 37283 24135 13804 10331 41078 41078 24000 24000 96223 96223 419207 348687 40461 30059 38581 32557 987 5037 125379 81344 25956 18079 87109 39765 41568 5776 162247 120612 40718 917 114291 98437 11017 4837 1048811 784953 246690 17168 145929 109900 35008 1021 FOOD 549641 538734 5683 5224 COMPREHENSIVE CAMPAIGN 281243 281243 MAINTENANCE & REPAIRS 207180 156028 49702 1450 INSTRUCTOR FEES 156437 156437 451873 394038 51297 6538 9854727 7779965 1181108 893654 212833 128529 1213527 884266 2419615 2844995 323294 323193 72196 72265 200036 185210 46886494 13873342 33359788 33013152 12317144 12944843 2538931 3498953 179626 185910 52836990 54081316 605940 400429 977770 819384 0 363500 1583710 1583313 X 6615673 7061905 29357737 29398257 15279870 16037841 51253280 52498003 52836990 54081316 -29123 1273846 0 X 0 1 X 1 0 X 2503049 3482333 4218128 3787075 4746286 18736871 2503049 3482333 4218128 3787075 4746286 18736871 4325639 14411232 443585 350040 358587 384301 259081 1795594 53895 6126 715 914 937 62587 20595052 21959315 0.69970 0.64000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE SETTLEMENT - 2012 AMOUNT: $ 809. MISCELLANEOUS - 2012 AMOUNT: $ 1,360. 2013 AMOUNT: $ 1,641. 2014 AMOUNT: $ 715. 2015 AMOUNT: $ 914. 2016 AMOUNT: $ 937. REFUND - 2012 AMOUNT: $ 51,726. REUNION FEE - 2013 AMOUNT: $ 4,485. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 24000 24000 0 PART II-B, LINE 1: STATE LEGISLATIVE LOBBYING FOR THE FOLLOWING: 1.) NO CHILD LEFT INSIDE LEGISLATION AND ITS FUNDING; 2.) THE TREATMENT OF WATER BEING RECYCLED THROUGH OUR LIVING MACHINE; AND 3.)CAPITAL PROJECTS FUNDING FOR ISLANDWOOD'S DINING HALL EXPANSION. 15190304 686265 1631129 245632 338344 95362 16828360 16240921 -227003 265000 450023 108591 15190304 16959588 100958 248600 464868 106157 16240921 15616240 2265137 235500 563998 122291 16959588 14585217 1765177 236650 401057 96447 15616240 0.00000 0.92940 0.07060 0 0 6400000 6400000 37434489 12243133 25191356 801742 672689 129053 2250263 957520 1292743 33013152 HEDGE FUNDS 2677699 C PRIVATE EQUITY 821254 C 3498953 11020994 1273846 9500 -97561 1185785 9835209 -9605 -9605 9825604 9776271 9500 9605 19105 9757166 96223 1338 97561 9854727 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 -96,223. EVENT EXPENSES REPORTED ON PART IX -1,338. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST GIFT SHOP SALES -9,605. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST GIFT SHOP SALES 9,605. PART XII, LINE 4B - OTHER ADJUSTMENTS: EVENT EXPENSES REPORTED ON PART IX 1,338. 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 2677699 0 0 0 0 0 0 2677699 0 2677699 0 0 1 0 0 0 SCHEDULE F, PART IV, LINE 3: ISLANDWOOD DID NOT MEET THE REQUIREMENTS FOR FILING FORM 5471 FOR THE FISCAL YEAR 2017. DINNER IN THE WOODS 708958 561211 147747 15090 296830 WAKING THE WORLD 44361 39361 5000 9087 9342 4019 753319 600572 152747 9087 24432 300849 334368 -181621 1 ARMIN JAHR ELEMENTARY 800 DIBB STREET BREMERTON WA 98310 916001656 GOVERNMENT 8745 SCHOOL OVERNIGHT PROGRAM ASSISTANCE BAILEY GATZERT ELEMENTARY 1301 E YESLER WAY SEATTLE WA 98122 916001541 GOVERNMENT 18245 SCHOOL OVERNIGHT PROGRAM ASSISTANCE BROADVIEW - THOMSON K-8 13052 GREENWOOD AVE N SEATTLE WA 98133 916001542 GOVERNMENT 5750 SCHOOL OVERNIGHT PROGRAM ASSISTANCE CEDAR VALLEY COMMUNITY SCHOOL 19200 56TH AVE WEST LYNNWOOD WA 98037 916001871 GOVERNMENT 12580 SCHOOL OVERNIGHT PROGRAM ASSISTANCE CROWNHILL ELEMENTARY 1500 ROCKY PT ROAD BREMERTON WA 98312 916001656 GOVERNMENT 5695 SCHOOL OVERNIGHT PROGRAM ASSISTANCE DEARBORN PARK ELEMENTARY 2820 S ORCAS ST SEATTLE WA 98108 916001541 GOVERNMENT 8510 SCHOOL OVERNIGHT PROGRAM ASSISTANCE DUNLAP ELEMENTARY 4525 S CLOVERDALE ST SEATTLE WA 98118 916001541 GOVERNMENT 7585 SCHOOL OVERNIGHT PROGRAM ASSISTANCE HIGHLAND PARK ELEMENTARY 1012 SW TRENTON STREET SEATTLE WA 98106 916001541 GOVERNMENT 9805 SCHOOL OVERNIGHT PROGRAM ASSISTANCE HORIZON ELEMENTARY 222 WEST CASINO RD EVERETT WA 98204 916018853 GOVERNMENT 15540 SCHOOL OVERNIGHT PROGRAM ASSISTANCE JOHN MUIR ELEMENTARY 3301 S HORTON ST SEATTLE WA 98144 916001541 GOVERNMENT 6500 SCHOOL OVERNIGHT PROGRAM ASSISTANCE KIMBALL ELEMENTARY 3200 23RD AVE S SEATTLE WA 98144 916001541 GOVERNMENT 7250 SCHOOL OVERNIGHT PROGRAM ASSISTANCE LA CONNER ELEMENTARY PO BOX 2103 LA CONNER WA 98257 910923099 GOVERNMENT 7700 SCHOOL OVERNIGHT PROGRAM ASSISTANCE LESCHI ELEMENTARY 135 32ND AVENUE SEATTLE WA 98122 916001541 GOVERNMENT 11395 SCHOOL OVERNIGHT PROGRAM ASSISTANCE LIBERTY ELEMENTARY 1919 10TH ST MARYSVILLE WA 98270 916014415 GOVERNMENT 13630 SCHOOL OVERNIGHT PROGRAM ASSISTANCE MCCARVER ELEMENTARY 2111 SO J ST TACOMA WA 98036 916001553 GOVERNMENT 10600 SCHOOL OVERNIGHT PROGRAM ASSISTANCE ROXHILL ELEMENTARY 9430 30TH AVE SW SEATTLE WA 98126 916001541 GOVERNMENT 5610 SCHOOL OVERNIGHT PROGRAM ASSISTANCE SANDPOINT ELEMENTARY 6208 60TH AVE NE SEATTLE WA 98115 916001541 GOVERNMENT 5185 SCHOOL OVERNIGHT PROGRAM ASSISTANCE SOUTH SHORE K-8 SCHOOL 4800 SOUTH HENDERSON SEATTLE WA 98118 916001541 GOVERNMENT 7105 SCHOOL OVERNIGHT PROGRAM ASSISTANCE SUQUAMISH ELEMENTARY 18950 PARK BLVD NE SUQUAMISH WA 98392 910754974 GOVERNMENT 17080 SCHOOL OVERNIGHT PROGRAM ASSISTANCE TOTEM ELEMENTARY 26630 4TH AVE SO KENT WA 98032 916001624 GOVERNMENT 27555 SCHOOL OVERNIGHT PROGRAM ASSISTANCE VIEW RIDGE ELEMENTARY 7047 50TH AVE NE SEATTLE WA 98115 916001541 GOVERNMENT 9860 SCHOOL OVERNIGHT PROGRAM ASSISTANCE 21 0 GRADUATE PROGRAM SCHOLARSHIPS 27 0 160019 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 1 1 X X 0 0 0 0 0 0 0 1 0 BEN KLASKY CEO 160600 0 20000 0 0 0 5674 0 35100 0 221374 0 0 0 LAURIE MILLER CFO/COO 138400 0 0 0 0 0 5361 0 8700 0 152461 0 0 0 PART I, LINE 1A ISLANDWOOD PROVIDED HOUSING TO THE EXECUTIVE DIRECTOR. THIS WAS NOT TREATED AS TAXABLE COMPENSATION. PART I, LINE 7 A NON-FIXED PAYMENT WAS PROVIDED IN THE FORM OF A PERFORMANCE-BASED BONUS. THE AMOUNT AWARDED FOR THE CEO WAS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD. X 1 10000 FAIR MARKET VALUE X 6 364943 FAIR MARKET VALUE X AUCTION ITEMS 72 118347 FAIR MARKET VALUE X OUTDOOR GEAR 6 13220 FAIR MARKET VALUE X DECOR 3 12674 FAIR MARKET VALUE 1 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 28 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 WAS PERFORMED AUGUST OF 2016. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.