WHIDBEY INSTITUTE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WHIDBEY INSTITUTE (EIN 31-1518700)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202513159349306361
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T17:58:12-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911705418 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUBY AND THOMSON PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11911 NE 1ST STREET SUITE 304 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311518700 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WHIDBEY INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHID | BusinessNameControlTxt |
| Phone | 3603411884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 57 | AddressLine1Txt |
| City | CLINTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 982360057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CASEY DILLOWAY | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 3603411884 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER T MOONEY | PreparerPersonNm |
| PTIN | P00665815 | PTIN |
| Phone | 2066284991 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CASEY DILLOWAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 57 | AddressLine1Txt |
| City | CLINTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,538,140 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WHIDBEYINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | THE WHIDBEY INSTITUTE IS AN EDUCATIONAL NON-PROFIT WITH A MISSION TO CULTIVATE PLACE, NURTURE COMMUNITY, AND CO-CREATE EXPERIENCES WHICH GROW OUR HUMAN CAPACITY FOR COMPASSIONATE, COURAGEOUS ACTION. OUR GUIDING PURPOSE IS TO SERVE AS A HOME FOR ONGOING INQUIRY, LEARNING, AND TRANSFORMATION IN RESPONSE TO THE UNPRECEDENTED CHALLENGES OF OUR TIME. OUR 100+ ACRE CAMPUS HAS BEEN A HOME FOR TRANSFORMATIONAL LEARNING SINCE 1972. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 65 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $486,555 | PYContributionsGrantsAmt |
| CY Contributions Grants | $513,591 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $780,710 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,020,485 | CYProgramServiceRevenueAmt |
| PY Investment Income | $616 | PYInvestmentIncomeAmt |
| CY Investment Income | $664 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$4,029 | PYOtherRevenueAmt |
| CY Other Revenue | -$6,552 | CYOtherRevenueAmt |
| PY Total Revenue | $1,263,852 | PYTotalRevenueAmt |
| CY Total Revenue | $1,528,188 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $653,850 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $700,539 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $87,981 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $889,997 | PYOtherExpensesAmt |
| CY Other Expenses | $942,915 | CYOtherExpensesAmt |
| PY Total Expenses | $1,543,847 | PYTotalExpensesAmt |
| CY Total Expenses | $1,643,454 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$279,995 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$115,266 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,853,775 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,831,600 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $400,915 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $494,006 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,452,860 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,337,594 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WHIDBEY INSTITUTE IS AN EDUCATIONAL NON-PROFIT WITH A MISSION TO CULTIVATE PLACE, NURTURE COMMUNITY, AND CO-CREATE EXPERIENCES WHICH GROW OUR HUMAN CAPACITY FOR COMPASSIONATE, COURAGEOUS ACTION. OUR GUIDING PURPOSE IS TO SERVE AS A HOME FOR ONGOING INQUIRY, LEARNING, AND TRANSFORMATION IN RESPONSE TO THE UNPRECEDENTED CHALLENGES OF OUR TIME. OUR 100+ ACRE CAMPUS HAS BEEN A HOME FOR TRANSFORMATIONAL LEARNING SINCE 1972. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,325,315 | ExpenseAmt |
| Revenue | $1,020,485 | RevenueAmt |
| Desc | THE WHIDBEY INSTITUTE IS A PLACE-BASED, NONPROFIT CENTER AND A HOME FOR TRANSFORMATIONAL LEARNING. WE PARTNER WITH A NETWORK OF PROGRAM LEADERS WORKING IN THE AREAS OF GENERATIVE LEADERSHIP, ECOSYSTEM VITALITY, COMMUNITY RESILIENCE, AND MORE TO OFFER ONE-DAY AND MULTI-DAY WORKSHOPS, CONFERENCES, AND RETREATS. OUR 106-ACRE CONSERVATION FOREST CAMPUS ON SOUTH WHIDBEY ISLAND IS OPEN TO THE PUBLIC AND FEATURES INTEGRATED GARDENS AND A FOUR-MILE TRAIL NETWORK. | Desc |
| Total Program Service Expenses | $1,325,315 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CASEY DILLOWAY | PersonNm |
| Phone | 3603411884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 57 | AddressLine1Txt |
| City | CLINTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98236 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CASEY DILLOWAY | ||||||
| CO-PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNA RINGELHEIM | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MATIAS VALENZUELA | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DIANA SANDOVAL | ||||||
| CO-PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KARINA BERGEN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN BALBAS | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| HILLARIE MADDOX | ||||||
| CO ED FROM A | 20.00 | Yes (X) | $30,406 | $0 | $0 | |
| SUSANNAH ROSE WOODS | ||||||
| CO ED FROM A | 32.00 | Yes (X) | $59,140 | $0 | $0 | |
| ANANDA VALENZUELA | ||||||
| INTERIM ED T | 20.00 | Yes (X) | $22,458 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $112,004 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $68,095 | FundraisingAmt |
| All Other Contributions | $445,496 | AllOtherContributionsAmt |
| Total Contributions | $513,591 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LODGING INCOME | 611600 | $417,417 | $417,417 |
| FOOD SERVICE | 611600 | $300,919 | $300,919 |
| PROGRAM TUITION | 611600 | $165,518 | $165,518 |
| FACILITY REVENUE | 611600 | $107,590 | $107,590 |
| SERVICE CONTRACT INCOME | 611600 | $29,041 | $29,041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,020,485 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $664 | TotalRevenueColumnAmt |
| Exclusion | $664 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $68,095 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $9,952 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,952 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FISCAL SPONSORSHIP FEES | Desc |
| Business | 541200 | BusinessCd |
| Total Revenue Column | $3,400 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,400 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,400 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,528,188 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,023,885 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $664 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,004 | TotalAmt |
| Program Services | $59,809 | ProgramServicesAmt |
| Management And General | $40,367 | ManagementAndGeneralAmt |
| Fundraising | $11,828 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,811 | TotalAmt |
| Program Services | $344,469 | ProgramServicesAmt |
| Management And General | $116,457 | ManagementAndGeneralAmt |
| Fundraising | $56,885 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,724 | TotalAmt |
| Program Services | $45,398 | ProgramServicesAmt |
| Management And General | $17,610 | ManagementAndGeneralAmt |
| Fundraising | $7,716 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,138 | TotalAmt |
| Management And General | $4,138 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,725 | TotalAmt |
| Program Services | $184,851 | ProgramServicesAmt |
| Management And General | $17,874 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $910 | TotalAmt |
| Program Services | $455 | ProgramServicesAmt |
| Fundraising | $455 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,237 | TotalAmt |
| Program Services | $17,404 | ProgramServicesAmt |
| Management And General | $2,428 | ManagementAndGeneralAmt |
| Fundraising | $405 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,567 | TotalAmt |
| Program Services | $1,244 | ProgramServicesAmt |
| Management And General | $8,323 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,459 | TotalAmt |
| Program Services | $70,078 | ProgramServicesAmt |
| Management And General | $4,381 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,276 | TotalAmt |
| Program Services | $1,638 | ProgramServicesAmt |
| Management And General | $1,638 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,509 | TotalAmt |
| Program Services | $5,509 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,662 | TotalAmt |
| Program Services | $132,662 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,118 | TotalAmt |
| Program Services | $13,778 | ProgramServicesAmt |
| Management And General | $14,340 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM FOOD COSTS | $273,569 | $273,569 | ||
| THRIVING COMMUNITIES | $137,206 | $137,206 | ||
| OTHER PROGRAM EXPENSES | $24,694 | $24,694 | ||
| STAFF, BOARD, & VOLUNTEER | $9,609 | $6,168 | $2,393 | $1,048 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,236 | TotalAmt |
| Program Services | $6,383 | ProgramServicesAmt |
| Management And General | $209 | ManagementAndGeneralAmt |
| Fundraising | $9,644 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,643,454 | TotalAmt |
| Program Services | $1,325,315 | ProgramServicesAmt |
| Management And General | $230,158 | ManagementAndGeneralAmt |
| Fundraising | $87,981 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,058 | BOYAmt |
| EOY | $1,587 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,791 | BOYAmt |
| EOY | $473,815 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,966 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,282,712 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,926,514 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,440,960 | BOYAmt |
| EOY | $4,356,198 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,853,775 | BOYAmt |
| EOY | $4,831,600 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,009 | BOYAmt |
| EOY | $45,902 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,103 | BOYAmt |
| EOY | $246,495 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,803 | BOYAmt |
| EOY | $201,609 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,915 | BOYAmt |
| EOY | $494,006 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,447,510 | BOYAmt |
| EOY | $4,331,701 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,350 | BOYAmt |
| EOY | $5,893 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,452,860 | BOYAmt |
| EOY | $4,337,594 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,853,775 | BOYAmt |
| EOY | $4,831,600 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$115,266 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $712,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,468,475 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $607,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $486,555 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $513,591 | CurrentTaxYearAmt |
| Total | $3,788,656 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $712,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,468,475 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $607,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $486,555 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $513,591 | CurrentTaxYearAmt |
| Total | $3,788,656 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,373,276 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,415,380 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $478 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,469 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $616 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $664 | CurrentTaxYearAmt |
| Total | $12,795 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,801,451 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,721,099 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66790 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,037,403 | OtherCostOrOtherBasisAmt |
| Book Value | $1,037,403 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,614,836 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,495,720 | DepreciationAmt |
| Book Value | $3,119,116 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $295,428 | OtherCostOrOtherBasisAmt |
| Depreciation | $116,178 | DepreciationAmt |
| Book Value | $179,250 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $335,045 | OtherCostOrOtherBasisAmt |
| Depreciation | $314,616 | DepreciationAmt |
| Book Value | $20,429 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,356,198 | TotalBookValueLandBuildingsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $68,095 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $68,095 | CharitableContriEvent1Amt |
| Food And Beverage Event1 | $4,212 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $250 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,490 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $68,095 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $68,095 | CharitableContributionsTotAmt |
| Food And Beverage Total Events | $4,212 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $250 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,490 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $9,952 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$9,952 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE WHIDBEY INSTITUTE IS AN EDUCATIONAL NON-PROFIT WITH A MISSION TO CULTIVATE PLACE, NURTURE COMMUNITY, AND CO-CREATE EXPERIENCES WHICH GROW OUR HUMAN CAPACITY FOR COMPASSIONATE, COURAGEOUS ACTION. OUR GUIDING PURPOSE IS TO SERVE AS A HOME FOR ONGOING INQUIRY, LEARNING, AND TRANSFORMATION IN RESPONSE TO THE UNPRECEDENTED CHALLENGES OF OUR TIME. OUR 100+ ACRE CAMPUS HAS BEEN A HOME FOR TRANSFORMATIONAL LEARNING SINCE 1972. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF DIRECTORS HAS DESIGNATED THAT THE TAX RETURN WILL BE REVIEWED, IN DETAIL, BY THE TREASURER AND APPROVED PRIOR TO FILING WITH THE IRS. A COPY OF THE TAX RETURN IS EMAILED TO EACH BOARD MEMBER. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS REPORT ANY POSSIBLE CONFLICT OF INTEREST, AND IT IS REVIEWED BY THE BOARD ON A CASE BY CASE BASIS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | MISC PROFESSIONAL FEES 16,606 17,874 0 FACILITATORS 168,245 0 0 TOTAL 184,851 17,874 0 |
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