2017-03-02T13:36:46-06:00 2016-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2015-07-01 311654076 ISLANDWOOD ISLA 2068554300 4450 BLAKELY AVENUE NE BAINBRIDGE ISLAND WA 981102257 BEN KLASKY CEO 2068554300 2017-02-15 1 SARA ELIZABETH J HYRE P00235495 4254544919 2017-02-15 2015 2021-01-29 14:40:06Z BEN KLASKY 4450 BLAKELY AVENUE NE BAINBRIDGE ISLAND WA 981102257 20889576 0 X WWW.ISLANDWOOD.ORG X 1999 WA TO PROVIDE EXCEPTIONAL LEARNING EXPERIENCES & INSPIRE LIFELONG ENVIRONMENTAL & COMMUNITY STEWARDSHIP 22 22 218 125 0 0 4218128 3787075 4294838 4866528 1060801 833347 -233993 -32533 9339774 9454417 368324 423786 0 0 5013634 5362869 0 0 947057 3999142 4139653 9381100 9926308 -41326 -471891 53930787 52836990 1178384 1583710 52752403 51253280 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 7609416 423786 4706305 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 4,300 STUDENTS FROM 91 SCHOOLS IN THE PUGET SOUND REGION DURING THE FISCAL YEAR 2015 - 2016 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 AND SEATTLE PACIFIC UNIVERSITY 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. TWENTY-SEVEN GRADUATE STUDENTS WORKED CLOSELY WITH ISLANDWOOD FACULTY AS THEY ALTERNATED BETWEEN ACADEMIC STUDY AND TEACHING THE STUDENTS IN ISLANDWOOD'S SCHOOL OVERNIGHT PROGRAM. 2015 -16 WAS ALSO THE FIRST YEAR OF THE URBAN ENVIROMENTAL EDUCATION GRADUATE PROGRAM IN PARTNERSHIP WITH ANTIOCH UNIVERSITY. THIRTEEN 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 1,900 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 2015 - 2016 FISCAL YEA 189864 129053 ISLANDWOOD CREATES AND LEADS ENVIRONMENTAL STEWARDSHIP PROGRAMS IN MANY PUGET SOUND AREA SCHOOLS THROUGH ITS URBAN SCHOOLD PROGRAMS. OVER 1,500 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 4,300 STUDENTS PARTICIPATED IN THE TOURS AND PROGRAMS OFFERED THERE. 7799280 1 1 0 1 0 0 0 0 0 1 1 0 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 96 0 1 218 1 0 0 0 0 0 1 1 0 0 0 0 X 22 22 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 AL SMITH DIRECTOR (THRU 9/15) 2.00 X 0 0 0 ED THOMAS DIRECTOR (THRU 9/15) 2.00 X 0 0 0 JASON BAUMGARTEN 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 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 BEN KLASKY CEO 40.00 X 200173 0 39247 LAURIE MILLER CFO AND COO 40.00 X 136838 0 13642 337011 0 52889 2 0 1 0 BDP NETWORKS LLC 5030 FIRST AVE SOUTH SEATTLE WA 98134 INFORMATION TECHNOLOGY 227385 SOLUTION SC INC PO BOX 2378 POULSBO WA 98370 CLEANING SERVICES 134483 2 2233 139223 3645619 922634 3787075 EDUC. CONFERENCE FEES 611600 2326429 2326429 TUITION-OVERNIGHT 611600 1340601 1340601 GRADUATE PROGRAM 611600 895332 895332 EDUCATION PROGRAM FEES 611600 279467 279467 COMMUNITY EVENTS 900099 24699 24699 4866528 367436 367436 16865 0 16865 16865 16865 11833481 2380 11366132 3818 467349 -1438 465911 465911 11250 139223 63041 -51791 -51791 3647 2168 1479 1479 914 914 914 9454417 4866528 0 800814 280286 280286 143500 143500 281075 109534 124277 47264 4058153 3271460 354873 431820 89834 78393 1600 9841 502098 409973 36351 55774 431709 352767 37266 41676 3786 1205 2581 41255 41255 20750 20750 108591 108591 455595 372416 52179 31000 60553 57052 2205 1296 316532 248307 48217 20008 69715 34862 31016 3837 130906 101225 29038 643 81961 57035 18738 6188 1126366 851676 255712 18978 144225 110171 33136 918 FOOD 528652 519071 5515 4066 MAINTENANCE & REPAIRS 276513 211223 63529 1761 COMPREHENSIVE CAMPAIGN 266834 266834 GRADUATE PROGRAM FEES 151592 151592 355827 308191 42483 5153 9926308 7799280 1179971 947057 60509 212833 1260877 1213527 1819647 2419615 320017 323294 65310 72196 214772 200036 46213392 12853604 34235889 33359788 13085310 12317144 2663811 2538931 204645 179626 53930787 52836990 419126 605940 759258 977770 1178384 1583710 X 6847788 6615673 30632693 29357737 15271922 15279870 52752403 51253280 53930787 52836990 -471891 -1027232 0 X 0 1 X 1 0 X 2780124 2503049 3482333 4218128 3787075 16770709 2780124 2503049 3482333 4218128 3787075 16770709 4843812 11926897 264880 443585 350040 358587 384301 1801393 3276 53895 6126 715 914 64926 18637028 20579211 0.64000 0.63390 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE SETTLEMENT - 2012 AMOUNT: $ 809. MISCELLANEOUS - 2011 AMOUNT: $ 675. 2012 AMOUNT: $ 1,360. 2013 AMOUNT: $ 1,641. 2014 AMOUNT: $ 715. 2015 AMOUNT: $ 914. REFUND - 2011 AMOUNT: $ 2,601. 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 20750 20750 0 PART II-B, LINE 1: STATE LEGISLATIVE ISSUES. 16240921 -227003 265000 450023 108591 15190304 16959588 100958 248600 464868 106157 16240921 15616240 2265137 235500 563998 122291 16959588 14585217 1765177 236650 401057 96447 15616240 15506555 -221793 218085 362797 118663 14585217 0.00000 0.95660 0.04340 0 0 6400000 6400000 37411794 11304493 26107301 768326 596944 171382 1633272 952167 681105 33359788 8337053 -1027232 38405 -130705 -1119532 9456585 -2168 -2168 9454417 9836176 38405 2168 40573 9795603 108591 22114 130705 9926308 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 -108,591. EVENT EXPENSES REPORTED ON PART IX -22,114. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST GIFT SHOP SALES -2,168. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST GIFT SHOP SALES 2,168. PART XII, LINE 4B - OTHER ADJUSTMENTS: EVENT EXPENSES REPORTED ON PART IX 22,114. 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 2538931 0 0 0 0 0 0 2538931 0 2538931 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 2016. WEEKEND IN THE WOODS 33500 29000 4500 3831 WAKING THE WORLD 94135 87385 6750 7650 8821 36619 1 22838 22838 6120 150473 139223 11250 7650 12652 42739 63041 -51791 1 HORIZON ELEMENTARY 222 WEST CASINO RD EVERETT WA 98204 916018853 GOVERNMENT 19055 SCHOOL OVERNIGHT PROGRAM ASSISTANCE HIGHLAND PARK ELEMENTARY 1012 SW TRENTON STREET SEATTLE WA 98106 916001541 GOVERNMENT 7215 SCHOOL OVERNIGHT PROGRAM ASSISTANCE JOHN MUIR ELEMENTARY 3301 S HORTON ST SEATTLE WA 98144 916001541 GOVERNMENT 12120 SCHOOL OVERNIGHT PROGRAM ASSISTANCE LAKERIDGE ELEMENTARY 7400 S 115TH ST SEATTLE WA 98056 916001635 GOVERNMENT 18078 SCHOOL OVERNIGHT PROGRAM ASSISTANCE TOTEM MIDDLE SCHOOL 26630 4TH AVE SOUTH KENT WA 98032 916001624 GOVERNMENT 17860 SCHOOL OVERNIGHT PROGRAM ASSISTANCE BAILEY GATZERT ELEMENTARY 1301 E YESLER WAY SEATTLE WA 98122 916001541 GOVERNMENT 18470 SCHOOL OVERNIGHT PROGRAM ASSISTANCE DUNLAP ELEMENTARY 4525 S CLOVERDALE ST SEATTLE WA 98118 916001541 GOVERNMENT 6880 SCHOOL OVERNIGHT PROGRAM ASSISTANCE ARMIN JAHR ELEMENTARY 800 DIBB STREET BREMERTON WA 98310 916001656 GOVERNMENT 12210 SCHOOL OVERNIGHT PROGRAM ASSISTANCE CEDAR VALLEY COMMUNITY SCHOOL 19200 - 56TH AVE WEST LYNNWOOD WA 98037 916001871 GOVERNMENT 7590 SCHOOL OVERNIGHT PROGRAM ASSISTANCE EMERSON ELEMENTARY 9709 60TH AVE SOUTH SEATTLE WA 98118 916001541 GOVERNMENT 6660 SCHOOL OVERNIGHT PROGRAM ASSISTANCE VIEW RIDGE ELEMENTARY 7047 50TH AVE NE SEATTLE WA 98115 916001541 GOVERNMENT 8845 SCHOOL OVERNIGHT PROGRAM ASSISTANCE BROADVIEW - THOMPSOM K-8 13052 GREENWOOD AVE N SEATTLE WA 98133 916001542 GOVERNMENT 9760 SCHOOL OVERNIGHT PROGRAM ASSISTANCE DEARBORN PARK ELEMENTARY 2820 S ORCAS ST SEATTLE WA 98108 916001541 GOVERNMENT 8510 SCHOOL OVERNIGHT PROGRAM ASSISTANCE ROXHILL ELEMENTARY 9430 30TH AVE SW SEATTLE WA 98126 916001541 GOVERNMENT 6845 SCHOOL OVERNIGHT PROGRAM ASSISTANCE CONCORD INTERNATIONAL SCHOOL 723 S CONCORD ST SEATTLE WA 98108 916001541 GOVERNMENT 9100 SCHOOL OVERNIGHT PROGRAM ASSISTANCE KIMBALL ELEMENTARY 3200 23RD AVE S SEATTLE WA 98144 916001541 GOVERNMENT 7250 SCHOOL OVERNIGHT PROGRAM ASSISTANCE GRAHAM HILL ELEMENTARY 5149 GRAHAM ST SEATTLE WA 98118 916001541 GOVERNMENT 5945 SCHOOL OVERNIGHT PROGRAM ASSISTANCE B F DAY ELEMENTARY 3921 LINDEN AVE N SEATTLE WA 98103 916001542 GOVERNMENT 6909 SCHOOL OVERNIGHT PROGRAM ASSISTANCE SOUTH SHORE K - 8 SCHOOL 4800 SOUTH HENDERSON SEATTLE WA 98118 916001541 GOVERNMENT 7830 SCHOOL OVERNIGHT PROGRAM ASSISTANCE LYNNDALE ELEMENTARY 7200 191ST STREET SW LYNNWOOD WA 98036 916001871 GOVERNMENT 5200 SCHOOL OVERNIGHT PROGRAM ASSISTANCE WILDWOOD ELEMENTARY 2405 S 300TH ST FEDERAL WAY WA 98003 916001624 GOVERNMENT 12580 SCHOOL OVERNIGHT PROGRAM ASSISTANCE WEST SEATTLE ELEMENTARY 6760 34TH AVE SW SEATTLE WA 98126 916001541 GOVERNMENT 6290 SCHOOL OVERNIGHT PROGRAM ASSISTANCE 22 0 GRADUATE PROGRAM SCHOLARSHIPS 24 143500 BOOK SCHOLARSHIPS TO STUDENTS 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 1 0 0 0 0 0 1 0 BEN KLASKY CEO 141558 0 22000 0 36615 0 7286 0 31961 0 239420 0 0 0 LAURIE MILLER CFO AND COO 128838 0 8000 0 0 0 5681 0 7961 0 150480 0 0 0 PART I, LINE 1A THE CEO LIVES IN A HOUSE THAT IS OWNED AND MAINTAINED BY ISLANDWOOD. IT WAS NOT TREATED AS TAXABLE COMPENSATION. PART I, LINE 4B ISLANDWOOD SPONSORED A 409(A) PLAN FOR THE BENEFIT OF ITS CEO, BEN KLASKY, WHICH PAID OUT $36,615 IN OCTOBER OF 2015. PART I, LINE 7 A NON-FIXED PAYMENT WAS RECEIVED IN THE FORM OF A PERFORMANCE-BASED BONUS. X 13 922634 COST/SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF STOCK DONATIONS REPRESENTS THE NUMBER OF CONTRIBUTIONS. 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 22 VOLUNTEER BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE ACCOUNTING MANAGER AND THE DIRECTOR OF FINANCE 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 DIRECTOR EVERY YEAR. THE SALARIES OF THE DIRECTORS 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 CONSULTS ANNUALLY WITH AN INDEPENDENT CONSULTANT TO COMPARE THE DIRECTOR COMPENSATION TO THE MARKET. THE LAST COMPENSATION REVIEW OF THE PRESIDENT OCCURRED IN NOVEMBER 2015. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.