2017-10-09T19:56:41-05:00 2016-12-31 946214841 Armanino LLP 12657 Alcosta Blvd Ste 500 San Ramon CA 945834600 990 2016-01-01 680160429 Buck Institute for Education BUCK 4158830122 3 Hamilton Landing No 220 Novato CA 94949 Bruce Abbott Treasurer 4158830122 2017-10-04 1 Katy Brown P00650274 9257902600 73.241.53.206 2017-10-04 12:53:20 PD P D2E9A08ABC6A8CB6798839688ABAD6C2C6C704AA 07FC4BC30A897A28230F40F2A9B220C0BAAE2B02 2016 2021-01-29 14:40:06Z X Robert C Lenz 3 Hamilton Landing No 220 Novato CA 94949 12150185 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 29 13 0 0 679300 2589278 3771279 9048778 0 -18486 181561 371311 4632140 11990881 0 0 0 0 1450636 3065090 0 0 42042 2280931 5786039 3731567 8851129 900573 3139752 4657518 8476406 856642 1517707 3800876 6958699 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 4205131 4471961 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. 1785457 2539658 District Implementation Support Services - BIE provides PBL Implementation Support Services to dozens of U.S. school districts, supporting more than 10,000 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. 1099759 1321125 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 is the premier conference for Project Based Learning. In addition to PBL World, BIE hosted PBL Academies in Nashville, TN. 1141577 1083672 Research & Development - BIE continues to evolve the PBL curriculum and service offerings. 1141577 1083672 8231924 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 1 118 0 1 29 1 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 X Andrea Small 4158830122 3 Hamilton Landing No 220 Novato CA 94949 Ken Kay Board President 1.00 X X 0 0 0 Chris Tebben Board Vice President 1.00 X X 0 0 0 Justin Wells Board Secretary 1.00 X X 0 0 0 Monica Bonny Board Treasurer (to Nov 2016) 1.00 X X 0 0 0 Bruce Abbott Board Treasurer (start Dec 2016) 1.00 X X 0 0 0 Monica Bonny Board Member (start Dec 2016) 1.00 X 0 0 0 Jack D Dale Board Member 1.00 X 0 0 0 Deb Delisle Board Member (start June 2016) 1.00 X 0 0 0 Michael DiMaggio Board Member 1.00 X 0 0 0 Cindy Johanson Board Member 1.00 X 0 0 0 John King Board Member (start Dec 2016) 1.00 X 0 0 0 Dr Rosanna Mucetti Board Member (start June 2016) 1.00 X 0 0 0 Mark Strickland Board Member (start June 2016) 1.00 X 0 0 0 Hugh Vasquez Board Member 1.00 X 0 0 0 Robert C Lenz Executive Director 40.00 X 250119 0 51033 Andrea Small Sr Director Finance & Admin 40.00 X 164277 0 31618 Sunya R Boonchouy Sr Dir Innov & Strategic Prntnrshp 40.00 X 126688 0 31969 John Larmer Editor in Chief 40.00 X 120342 0 44353 Alfred R Solis Director of Special Projects 40.00 X 108884 0 24483 770310 0 183456 5 0 1 0 Block Builders Inc 46 Miwok Drive San Anselmo CA 94960 Construction 145487 Alicia Peletz 8 Golden Fleece Drive Rochester NY 14623 National Faculty 144825 iTechnologies LLC 3603 Running Brook Drive SE Grand Rapids MI 49512 National Faculty 125575 Maverick's Catering 5017 A Forni Drive Concord CA 94520 Catering 115977 4 2589278 2589278 Workshop fees 611710 6162402 6162402 Fees for services 900099 1565251 1565251 Event registration fee 900099 1321125 1321125 9048778 1451 1451 42483 42483 19937 -19937 -19937 -19937 464522 139367 325155 325155 Miscellaneous income 900099 3673 3673 3673 11990881 9416416 0 -14813 X 497046 437414 56970 2662 1893320 1666171 217008 10141 218241 192058 25014 1169 288325 253734 33047 1544 168158 147983 19274 901 15760 14519 1239 2 21614 3407 18199 8 4413 4413 3076878 2976406 76643 23829 64250 61564 2383 303 61648 41815 19757 76 97992 73156 24736 100 50004 39500 10411 93 1514246 1490864 22879 503 55968 47562 8372 34 179747 149799 29684 264 16281 11365 4889 27 Conferences & training 572296 572296 Miscellaneous expense 54942 47898 6658 386 8851129 8231924 577163 42042 7387 3523143 1861641 1211827 119941 581771 695927 1068645 95993 87455 78101 173086 1916988 754190 1111774 1162798 65708 28534 621046 639147 4657518 8476406 481605 404952 375037 1112755 856642 1517707 X 3588108 5296375 212768 1662324 3800876 6958699 4657518 8476406 3139752 18071 0 X X 0 1 X 1 0 X 1218177 875674 762050 679300 2589278 6124479 3464116 5583696 7825407 3987797 9555783 30416799 4682293 6459370 8587457 4667097 12145061 36541278 728177 718174 762050 384359 821403 3414163 558671 1405563 1519567 708628 833365 5025794 1286848 2123737 2281617 1092987 1654768 8439957 28101321 274 80 10482 0 1451 12287 274 80 10482 1451 12287 6493 17690 745 521 3673 29122 4689060 6477140 8598684 4667618 12150185 36582687 0.76820 0.72080 0.00030 0.00040 X Part II, Section A, column (d) Due to a change in accounting period from fiscal to calendar year, amounts reported in column (d) for 2015 represent a short year - July 1, 2015 to December 31, 2015. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 128000 128000 1494185 637335 856850 294803 116855 177948 1162798 Beneficial interest in Marin Community Fndtn assets 634704 Deposits 4443 639147 X 12602307 18071 434051 452122 12150185 -159304 -159304 11990881 9444484 434051 159304 593355 8851129 0 8851129 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 -139,367. Loss on disposal of fixed asset -19,937. Part XII, Line 2d - Other Adjustments: Cost of goods sold 139,367. Loss on disposal of fixed asset 19,937. East Asia and the Pacific 0 0 Program services Professional development services and program related publications 15562 North America, Canada & Mexico 0 0 Program services Professional development services and program related publications 8420 South America 0 0 Program services Professional development services and program related publications 2000 0 0 0 0 0 0 25982 0 25982 0 0 0 0 0 0 X X 0 0 0 0 0 0 0 0 0 Robert C Lenz Executive Director 229819 0 20300 0 0 0 27840 0 23193 0 301152 0 0 0 Andrea Small Sr Director Finance & Admin 164277 0 0 0 0 0 19800 0 11818 0 195895 0 0 0 Sunya R Boonchouy Sr Dir Innov & Strategic Prntnrshp 126688 0 0 0 0 0 15450 0 16519 0 158657 0 0 0 John Larmer Editor in Chief 120342 0 0 0 0 0 14927 0 29426 0 164695 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 2,074,927. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,074,927. Product development: Program service expenses 474,843. Management and general expenses 0. Fundraising expenses 0. Total expenses 474,843. General consultants: Program service expenses 383,832. Management and general expenses 76,643. Fundraising expenses 23,829. Total expenses 484,304. Research & Evaluation: Program service expenses 22,385. Management and general expenses 0. Fundraising expenses 0. Total expenses 22,385. Speaker stipends: Program service expenses 20,419. Management and general expenses 0. Fundraising expenses 0. Total expenses 20,419.