2018-10-23T09:57:58-05:00 2017-12-31 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2017-01-01 680160429 BUCK INSTITUTE FOR EDUCATION BUCK 4158830122 3 HAMILTON LANDING NO 220 NOVATO CA 94949 BRUCE ABBOTT TREASURER 4158830122 2018-10-22 1 KATY BROWN P00650274 9257902600 2018-10-22 38.111.205.16 2018-10-22 18:51:09 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 32CDE991C152F389A30DE5702E9B7F379660D813 2017 2018-06-14 16:35:46Z ROBERT C LENZ 3 HAMILTON LANDING NO 220 NOVATO CA 94949 15481206 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. 15 15 37 17 0 0 2589278 3790691 9048778 9816014 -18486 419248 371311 318436 11990881 14344389 0 0 0 0 3065090 4312700 0 0 109212 5786039 7316065 8851129 11628765 3139752 2715624 8476406 10612974 1517707 916207 6958699 9696767 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 2872168 5362948 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. 2076480 2410622 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. 1002136 1404025 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. 4799544 956408 4799544 956408 10750328 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 1 128 0 1 37 1 0 0 0 0 0 0 0 0 0 0 X 15 15 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 KEN KAY BOARD PRESIDENT 1.00 X X 0 0 0 CHRIS TEBBEN BOARD VP (TO MAY 2017) 1.00 X X 0 0 0 JOHN GONZALEZ BOARD VP (START JUNE 2017) 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 MONICA BONNY BOARD MEMBER (TO JUNE 2017) 1.00 X 0 0 0 BARBARA CHOW BOARD MEMBER (START JUNE 2017) 1.00 X 0 0 0 JACK D DALE BOARD MEMBER 1.00 X 0 0 0 DEB DELISLE BOARD MEMBER (TO MARCH 2018) 1.00 X 0 0 0 MICHAEL DIMAGGIO BOARD MEMBER 1.00 X 0 0 0 DALE ERQUIAGA BOARD MEMBER (START JUNE 2017) 1.00 X 0 0 0 CINDY JOHANSON BOARD MEMBER 1.00 X 0 0 0 JOHN KING BOARD MEMBER 1.00 X 0 0 0 TAMEKA MCGLAWN BOARD MEMBER (START JUNE 2017) 1.00 X 0 0 0 DR ROSANNA MUCETTI BOARD MEMBER 1.00 X 0 0 0 MARK STRICKLAND BOARD MEMBER 1.00 X 0 0 0 HUGH VASQUEZ BOARD MEMBER 1.00 X 0 0 0 ROBERT C LENZ EXECUTIVE DIRECTOR 37.50 X 306590 0 59627 DEBRA HUNTER CHIEF STRATEGY AND OPERATIONS OFFICER 37.50 X 212318 0 26160 BRANDON WILEY CHIEF PROGRAM OFFICER 37.50 X 189838 0 22680 ANDREA SMALL SR DIRECTOR FINANCE & ADMIN 37.50 X 178879 0 32885 SALLY GRUBB SR DIR RES & EVID (START 1/17) 37.50 X 149464 0 18028 JOHN LARMER EDITOR IN CHIEF 37.50 X 121968 0 44328 ALFRED SOLIS DIRECTOR OF SPECIAL PROGRAMS 37.50 X 107420 0 25443 CHRISTINA WALDFOGEL DIRECTOR OF DISTRICT LEADERSHIP 37.50 X 109042 0 25012 SARAH SHANNON DIRECTOR OF DISTRICT LEADERSHIP 37.50 X 107705 0 12872 1483224 0 267035 9 0 1 0 PELETZ ALICIA 8 GOLDEN FLEECE DRIVE ROCHESTER NY 14623 NATIONAL FACULTY 199793 BUSINESS INNOVATION FACTORY 60 VALLEY ST UNIT 25 PROVIDENCE NY 02909 PROJECT DESIGN & CONSULTATION 165008 GETTING SMART LLC 1600B SW DASH POINT RD 311 FEDERAL WAY WA 98023 MARKETING & COMMUNICATION CONSULTATION 142048 MCREL INTERNATIONAL 4601 DTC BOULEVARD SUITE 500 DENVER CO 80237 PRODUCT CONSULTATION 141655 COHEN BRANDON 5435 ELDRIDGE CT SAN DIEGO CA 92120 NATIONAL FACULTY 132397 15 3790691 3790691 WORKSHOP FEES 611710 7032988 7032988 EVENT REGISTRATION FEE 900099 1400575 1400575 FEES FOR SERVICES 900099 1382451 1382451 9816014 7992 7992 27565 27565 1396500 985244 411256 411256 411256 441997 151573 290424 290424 MISCELLANEOUS INCOME 900099 447 447 447 14344389 10134003 0 419695 X 1158652 1019694 114380 24578 2368155 2084139 233780 50236 274722 241774 27120 5828 291968 256952 28823 6193 219203 192914 21639 4650 7105 2051 5037 17 38290 11054 27145 91 4516 4516 3931598 3805735 122447 3416 69609 68985 591 33 84701 73384 10764 553 172959 145057 26777 1125 254279 207064 44734 2481 1912359 1867399 37396 7564 496165 495087 1022 56 169677 142976 25307 1394 17813 12132 5536 145 MEALS AND ENTERTAINMENT 105190 85661 18897 632 EDUCATION 14378 12036 2230 112 BAD DEBT EXPENSE 12849 12849 BUSINESS LICENSES AND P 10869 5681 5166 22 13708 7704 5918 86 11628765 10750328 769225 109212 3523143 4472243 1211827 2049770 581771 1734777 1068645 1065653 87455 143892 173086 147492 452222 141399 1162798 310823 28534 1888 639147 686436 8476406 10612974 404952 720435 1112755 195772 1517707 916207 X 5296375 6867135 1662324 2829632 6958699 9696767 8476406 10612974 2715624 22444 0 X X 0 1 X 1 0 X 875674 762050 679300 2589278 3790691 8696993 5583696 7825407 3987797 9555783 10285576 37238259 6459370 8587457 4667097 12145061 14076267 45935252 718174 762050 384359 821403 837071 3523057 1405563 1519567 708628 833365 1141973 5609096 2123737 2281617 1092987 1654768 1979044 9132153 36803099 80 10482 1451 35557 47570 80 10482 1451 35557 47570 17690 745 521 3673 447 23076 6477140 8598684 4667618 12150185 14112271 46005898 0.80000 0.76820 0.00100 0.00030 X PART II, SECTION A, COLUMN (C) DUE TO A CHANGE IN ACCOUNTING PERIOD FROM FISCAL TO CALENDAR YEAR, AMOUNTS REPORTED IN COLUMN (C) FOR 2015 REPRESENT A SHORT YEAR - JULY 1, 2015 TO DECEMBER 31, 2015. 25511 1594 23917 426711 139805 286906 310823 BENEFICIAL INTEREST IN MARIN COMMUNITY FNDTN ASSETS 652632 DEPOSITS 33804 686436 X 14940347 22444 421941 444385 14495962 -151573 -151573 14344389 12202279 421941 151573 573514 11628765 0 11628765 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 -151,573. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 151,573. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT SERVICES AND PROGRAM RELATED PUBLICATIONS 7559 NORTH AMERICA, CANADA & MEXICO 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT SERVICES AND PROGRAM RELATED PUBLICATIONS 23561 EUROPE 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT SERVICES AND PROGRAM RELATED PUBLICATIONS 570 0 0 0 0 0 0 31690 0 31690 0 0 0 0 0 0 X X 0 0 0 0 0 0 0 0 0 ROBERT C LENZ EXECUTIVE DIRECTOR 271790 0 34800 0 0 0 37176 0 22451 0 366217 0 0 0 DEBRA HUNTER CHIEF STRATEGY AND OPERATIONS OFFICE 212318 0 0 0 0 0 26160 0 0 0 238478 0 0 0 BRANDON WILEY CHIEF PROGRAM OFFICER 189838 0 0 0 0 0 22680 0 0 0 212518 0 0 0 ANDREA SMALL SR DIRECTOR FINANCE & ADMIN 178879 0 0 0 0 0 21594 0 11291 0 211764 0 0 0 SALLY GRUBB SR DIR RES & EVID (START 1/17) 149464 0 0 0 0 0 17825 0 203 0 167492 0 0 0 JOHN LARMER EDITOR IN CHIEF 121968 0 0 0 0 0 15300 0 29028 0 166296 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND APPROVED BY THE SENIOR DIRECTOR OF FINANCE AND 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 FINANCIAL AND ORGANIZATION DOCUMENTS ARE AVAILABLE UPON REQUEST AND ON THE GUIDESTAR WEBSITE. FORM 990, PART IX, LINE 11G TRAINERS & FACILITATORS: PROGRAM SERVICE EXPENSES 2,287,630. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,287,630. PRODUCT DEVELOPMENT: PROGRAM SERVICE EXPENSES 1,036,753. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,036,753. GENERAL CONSULTANTS: PROGRAM SERVICE EXPENSES 369,263. MANAGEMENT AND GENERAL EXPENSES 122,447. FUNDRAISING EXPENSES 3,416. TOTAL EXPENSES 495,126. RESEARCH & EVALUATION: PROGRAM SERVICE EXPENSES 68,595. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 68,595. SPEAKER STIPENDS: PROGRAM SERVICE EXPENSES 43,494. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,494.