BUCK INSTITUTE FOR EDUCATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BUCK INSTITUTE FOR EDUCATION (EIN 68-0160429)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202513169349309376
- Schema version
- 2024v5.2
- 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 | 2025-11-12T18:33:02-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | 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 | 680160429 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCK INSTITUTE FOR EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUCK | BusinessNameControlTxt |
| Phone | 4158830122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 FIFTH AVENUE 200 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YANCY HAWKINS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4158830122 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2025-11-12 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PBL WORKS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT C LENZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 FIFTH AVENUE 200 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,496,175 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PBLWORKS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | BUCK INSTITUTE FOR EDUCATION 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 138 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,178,136 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,362,434 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,809,095 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,574,973 | CYProgramServiceRevenueAmt |
| PY Investment Income | $68,547 | PYInvestmentIncomeAmt |
| CY Investment Income | $209,444 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,020 | PYOtherRevenueAmt |
| CY Other Revenue | $255,911 | CYOtherRevenueAmt |
| PY Total Revenue | $19,057,798 | PYTotalRevenueAmt |
| CY Total Revenue | $12,402,762 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,725,735 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,620,405 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $386,307 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,799,115 | PYOtherExpensesAmt |
| CY Other Expenses | $4,538,194 | CYOtherExpensesAmt |
| PY Total Expenses | $17,524,850 | PYTotalExpensesAmt |
| CY Total Expenses | $14,158,599 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,532,948 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,755,837 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,333,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,442,593 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,054,288 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,926,420 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,278,868 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,516,173 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AT PBLWORKS, WE BUILD 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $5,211,654 | ExpenseAmt |
| Revenue | $4,718,047 | RevenueAmt |
| Desc | TEACHER PROFESSIONAL DEVELOPMENT SERVICES - BUCK INSTITUTE FOR EDUCATION 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. PROJECT 125 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,283,436 | ExpenseAmt |
| Revenue | $2,647,294 | RevenueAmt |
| Desc | DISTRICT IMPLEMENTATION SUPPORT SERVICES - BUCK INSTITUTE FOR EDUCATION 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, BUCK INSTITUTE FOR EDUCATION 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. PROJECT 225 | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,611,855 | ExpenseAmt |
| Revenue | $2,466,211 | RevenueAmt |
| Desc | BUCK INSTITUTE FOR EDUCATION OFFERS CONFERENCES FOR PROJECT BASED LEARNING (PBL) THAT INCLUDE PROFESSIONAL LEARNING OPPORTUNITIES FOR TEACHERS, LEADERS, AND INSTRUCTIONAL COACHES. THESE EVENTS INCLUDE BUCK INSTITUTE FOR EDUCATION'S EXEMPLARY WORKSHOPS, INSPIRING KEYNOTE SPEAKERS, AND COMMUNITY BUILDING OPPORTUNITIES TO CATALYZE TRANSFORMATIONAL CHANGE IN TEACHING AND LEARNING. PBL WORLD IS HOSTED BY BUCK INSTITUTE FOR EDUCATION AND IT'S THE PREMIER CONFERENCE FOR PROJECT BASED LEARNING. PBLWORLD 2021 WAS HOSTED IN PERSON. PROJECT 700 | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $826,937 | ExpenseAmt |
| Revenue | $832,720 | RevenueAmt |
| Desc | PUBLICATIONS & BOOKS SALES, ONLINE LEARNING PLATFORM | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $826,937 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $832,720 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $11,933,882 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 247 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 138 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT C LENZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4158830122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 FIFTH AVENUE 200 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94901 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| ROBERT C LENZ | |||||||
| CHIEF EXECUTIVE OFFICER | 37.50 | Yes (X) | $336,741 | $0 | $65,573 | ||
| CHRIS WALSH | |||||||
| CHIEF PRODUCT & TECH. OFFICER | 37.50 | Yes (X) | $212,845 | $0 | $69,400 | ||
| KATHLEEN SCHWILLE | |||||||
| ED OF TEACHING & ASSESSMENT | 37.50 | $221,377 | $0 | $14,333 | Yes (X) | ||
| DAVID BADILLO | |||||||
| SR. DIR. OF BUSINESS DEVELOPMENT | 37.50 | $183,758 | $0 | $51,469 | Yes (X) | ||
| CRISTINA WALDFOGEL | |||||||
| ED OF PROFESSIONAL SERVICES | 37.50 | $197,288 | $0 | $35,161 | Yes (X) | ||
| JULIA CHIH | |||||||
| CHIEF OPERATING OFFICER | 37.50 | Yes (X) | $204,640 | $0 | $15,247 | ||
| LISA MIRELES | |||||||
| MANAGING DIR. OF DIGITAL CURRICULUM | 37.50 | $172,936 | $0 | $38,704 | Yes (X) | ||
| RHONDA HILL | |||||||
| SR. DIRECTOR OF DISTRICT SERVICES | 37.50 | $148,213 | $0 | $42,287 | Yes (X) | ||
| SALLY KINGSTON | |||||||
| CHIEF IMPACT OFFICER (THRU 2/24) | 37.50 | Yes (X) | $138,874 | $0 | $11,814 | ||
| NATASHA THOMPSON | |||||||
| CHIEF OF STAFF | 37.50 | Yes (X) | $86,406 | $0 | $22,537 | ||
| VIRGEL HAMMONDS | |||||||
| PRESIDENT, BOARD CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| VALERIE GREENHILL | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| YANCY HAWKINS | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| FELICIA CUMINGS SMITH | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ANNMARIE BAINES | |||||||
| BOARD MEMBER (THRU 5/24) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LORETTA GOODWIN | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN GONZALEZ | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CARLOS MORENO | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JONATHAN RAYMOND | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,903,078 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $366,525 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 46 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| SCHOOLHOUSE PARTNERS | ||||||||||
| 112 SOUTH ROYAL STREET SUITE D | ALEXANDRIA | VA | 22314 | STRATEGIC PLANNING & PBL NOW CURRICULUM | $283,815 | |||||
| PERFECT TIMING PERSONNEL SERVICES INC | ||||||||||
| 3030 BRIDGEWAY SUITE 211 | SAUSALITO | CA | 94965 | PERSONNEL SERVICES | $261,626 | |||||
| USC UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||
| 3500 S FIGUEROA STREET SUITE 102 | LOS ANGELES | CA | 900898001 | CONSULTANTS AND PROFESSIONALS - RESEARCH | $224,834 | |||||
| BANYAN KITCHEN & CATERING | ||||||||||
| 4655 EXECUTIVE DRIVE SUITE 100 | SAN DIEGO | CA | 92121 | FOOD AND CATERING | $204,130 | |||||
| TRIVIUM EDUCATION SERVICES PRIVATE LIMIT | ||||||||||
| CONSULTANTS AND PROFESSIONALS - PRODUCT | $157,361 | F-4 SECOND FLOOR OKHLA INDUSTRIAL | NEW DELHI | SALESIAN | IN | 110020 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,362,434 | AllOtherContributionsAmt |
| Noncash Contributions | $8,243 | NoncashContributionsAmt |
| Total Contributions | $1,362,434 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| WORKSHOP FEES | 611710 | $6,977,127 | $6,977,127 |
| EVENT REGISTRATION FEE | 900099 | $2,153,885 | $2,153,885 |
| FEES FOR SERVICES | 900099 | $1,190,987 | $1,190,987 |
| SCHOOL LEADERSHIP NETW | 900099 | $252,974 | $252,974 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,574,973 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $209,444 | TotalRevenueColumnAmt |
| Exclusion | $209,444 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,485 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,485 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $148,227 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $93,413 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,814 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,814 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | $153,871 | $153,871 |
| BAD DEBT - RECOVERIES | 900099 | $12,741 | $12,741 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $166,612 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,402,762 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,664,272 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $376,056 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,164,077 | TotalAmt |
| Program Services | $116,475 | ProgramServicesAmt |
| Management And General | $1,047,602 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,662,680 | TotalAmt |
| Program Services | $6,542,134 | ProgramServicesAmt |
| Fundraising | $120,546 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,637 | TotalAmt |
| Program Services | $277,334 | ProgramServicesAmt |
| Fundraising | $7,303 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $946,401 | TotalAmt |
| Program Services | $925,746 | ProgramServicesAmt |
| Fundraising | $20,655 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,610 | TotalAmt |
| Program Services | $509,042 | ProgramServicesAmt |
| Management And General | $43,765 | ManagementAndGeneralAmt |
| Fundraising | $9,803 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,657 | TotalAmt |
| Program Services | $44,192 | ProgramServicesAmt |
| Management And General | $1,543 | ManagementAndGeneralAmt |
| Fundraising | $922 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,198 | TotalAmt |
| Management And General | $166,198 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,668 | TotalAmt |
| Management And General | $1,447 | ManagementAndGeneralAmt |
| Fundraising | $4,221 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,062,159 | TotalAmt |
| Program Services | $649,297 | ProgramServicesAmt |
| Management And General | $230,609 | ManagementAndGeneralAmt |
| Fundraising | $182,253 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,531 | TotalAmt |
| Program Services | $188,270 | ProgramServicesAmt |
| Fundraising | $9,261 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,419 | TotalAmt |
| Program Services | $176,708 | ProgramServicesAmt |
| Management And General | $50,246 | ManagementAndGeneralAmt |
| Fundraising | $2,465 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $674,220 | TotalAmt |
| Program Services | $612,832 | ProgramServicesAmt |
| Management And General | $53,909 | ManagementAndGeneralAmt |
| Fundraising | $7,479 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,888 | TotalAmt |
| Program Services | $345,697 | ProgramServicesAmt |
| Management And General | $119 | ManagementAndGeneralAmt |
| Fundraising | $72 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,286 | TotalAmt |
| Program Services | $359,740 | ProgramServicesAmt |
| Management And General | $195,865 | ManagementAndGeneralAmt |
| Fundraising | $10,681 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $710,940 | TotalAmt |
| Program Services | $672,971 | ProgramServicesAmt |
| Management And General | $34,671 | ManagementAndGeneralAmt |
| Fundraising | $3,298 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,136 | TotalAmt |
| Program Services | $316,480 | ProgramServicesAmt |
| Management And General | $11,047 | ManagementAndGeneralAmt |
| Fundraising | $6,609 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,376 | TotalAmt |
| Program Services | $35,401 | ProgramServicesAmt |
| Management And General | $1,236 | ManagementAndGeneralAmt |
| Fundraising | $739 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRAINERS & FACILITATOR | Desc |
| Total | $132,466 | TotalAmt |
| Program Services | $132,466 | ProgramServicesAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,250 | TotalAmt |
| Program Services | $29,097 | ProgramServicesAmt |
| Management And General | $153 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,158,599 | TotalAmt |
| Program Services | $11,933,882 | ProgramServicesAmt |
| Management And General | $1,838,410 | ManagementAndGeneralAmt |
| Fundraising | $386,307 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,481 | BOYAmt |
| EOY | $66,397 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,925,510 | BOYAmt |
| EOY | $3,861,646 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,488,193 | BOYAmt |
| EOY | $200,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,343,731 | BOYAmt |
| EOY | $1,126,287 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,396 | BOYAmt |
| EOY | $67,990 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,924 | BOYAmt |
| EOY | $255,885 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $557,017 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $543,004 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,127 | BOYAmt |
| EOY | $14,013 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $510,553 | BOYAmt |
| EOY | $4,172,688 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,558,241 | BOYAmt |
| EOY | $1,677,687 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,333,156 | BOYAmt |
| EOY | $11,442,593 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,899,345 | BOYAmt |
| EOY | $1,440,665 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $585,363 | BOYAmt |
| EOY | $253,290 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $569,580 | BOYAmt |
| EOY | $232,465 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,054,288 | BOYAmt |
| EOY | $1,926,420 | 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 | $7,282,651 | BOYAmt |
| EOY | $8,626,210 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,996,217 | BOYAmt |
| EOY | $889,963 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,278,868 | BOYAmt |
| EOY | $9,516,173 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,333,156 | BOYAmt |
| EOY | $11,442,593 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,755,837 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,858 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,186,485 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,771,413 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,249,424 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,178,136 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,362,434 | CurrentTaxYearAmt |
| Total | $14,747,892 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,062,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,566,643 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,314,269 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,786,042 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,629,787 | CurrentTaxYearAmt |
| Total | $50,359,511 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,249,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,338,056 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,563,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,964,178 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,992,221 | CurrentTaxYearAmt |
| Total | $65,107,403 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $876,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $910,647 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,862,924 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,521,440 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,025,297 | CurrentTaxYearAmt |
| Total | $10,196,649 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $638,530 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,030,404 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $411,568 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $452,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,541,435 | CurrentTaxYearAmt |
| Total | $4,074,737 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,514,871 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,941,051 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,274,492 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,974,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,566,732 | CurrentTaxYearAmt |
| Total | $14,271,386 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $50,836,017 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,251 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,393 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,944 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $174,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $243,929 | CurrentTaxYearAmt |
| Total | $462,259 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,251 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,393 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,944 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $174,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $243,929 | CurrentTaxYearAmt |
| Total | $462,259 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $543 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,889 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,125 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $166,612 | CurrentTaxYearAmt |
| Total | $209,234 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,267,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,349,992 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,618,526 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,140,045 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,402,762 | CurrentTaxYearAmt |
| Total | $65,778,896 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.77280 | PublicSupportCY509Pct |
| Public Support PY509 | 0.79300 | PublicSupportPY509Pct |
| Investment Income CY | 0.00700 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00380 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,511 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,916 | DepreciationAmt |
| Book Value | $1,595 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $531,506 | OtherCostOrOtherBasisAmt |
| Depreciation | $519,088 | DepreciationAmt |
| Book Value | $12,418 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,013 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN MARIN COMMUNITY FNDTN ASSETS | $705,503 |
| DEPOSITS | $33,804 |
| RIGHT OF USE ASSET | $200,505 |
| EMPLOYEE RETENTION CREDIT | $737,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,677,687 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $232,465 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $232,465 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,611,453 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,858 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $134,877 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$12,741 | OtherRevenueAmt |
| Revenue Not Reported | $115,278 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,496,175 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$93,413 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$93,413 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,402,762 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,374,148 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $134,877 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $80,672 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $215,549 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,158,599 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,158,599 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION 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 THE ORGANIZATION CONTINUES TO SATISFY ALL FEDERAL AND STATE STATUTES IN ORDER TO QUALIFY FOR CONTINUED TAX EXEMPTION STATUS. THE ORGANIZATION MAY PERIODICALLY RECEIVE UNRELATED BUSINESS INCOME (SUCH AS ADVERTISING INCOME, ETC.) REQUIRING THE ORGANIZATION TO FILE SEPARATE TAX RETURNS UNDER FEDERAL AND STATE STATUTES. THE ORGANIZATION ALSO HAS CERTAIN TRANSACTIONS REQUIRING THE PAYMENT OF VALUE ADDED TAXES. UNDER SUCH CONDITIONS, THE ORGANIZATION CALCULATES AND ACCRUES THE APPLICABLE TAXES. THE ORGANIZATION IS NOT SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, NOR FOR ANY PRIOR YEARS. THE ORGANIZATION 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 AN ANALYSIS PREPARED BY THE ORGANIZATION, IT WAS DETERMINED THAT THE ORGANIZATION 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 2D - OTHER ADJUSTMENTS: | BAD DEBT - RECOVERIES -12,741. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -93,413. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 93,413. BAD DEBT - RECOVERIES -12,741. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 14 | PROGRAM SERVICES | SUPPORT EDUCATORS WITH PROJECT BASED LEARNING | $106,354 |
| EAST ASIA AND THE PACIFIC | 0 | 4 | PROGRAM SERVICES | SUPPORT EDUCATORS WITH PROJECT BASED LEARNING | $18,611 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 1 | PROGRAM SERVICES | SUPPORT EDUCATORS WITH PROJECT BASED LEARNING | $1,220 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 19 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Subtotal Spent | $126,185 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $126,185 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT C LENZ | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $336,741 | $0 | $0 | $0 | $0 | $0 | $20,558 | $0 | $45,015 | $0 | $402,314 | $0 | $0 | $0 |
| CHRIS WALSH | ||||||||||||||
| CHIEF PRODUCT & TECH. OFFICER | $212,845 | $0 | $0 | $0 | $0 | $0 | $13,375 | $0 | $56,025 | $0 | $282,245 | $0 | $0 | $0 |
| KATHLEEN SCHWILLE | ||||||||||||||
| ED OF TEACHING & ASSESSMENT | $221,377 | $0 | $0 | $0 | $0 | $0 | $13,254 | $0 | $1,079 | $0 | $235,710 | $0 | $0 | $0 |
| DAVID BADILLO | ||||||||||||||
| SR. DIR. OF BUSINESS DEVELOPMENT | $183,758 | $0 | $0 | $0 | $0 | $0 | $11,426 | $0 | $40,043 | $0 | $235,227 | $0 | $0 | $0 |
| CRISTINA WALDFOGEL | ||||||||||||||
| ED OF PROFESSIONAL SERVICES | $197,288 | $0 | $0 | $0 | $0 | $0 | $11,791 | $0 | $23,370 | $0 | $232,449 | $0 | $0 | $0 |
| JULIA CHIH | ||||||||||||||
| CHIEF OPERATING OFFICER | $194,640 | $0 | $10,000 | $0 | $0 | $0 | $12,280 | $0 | $2,967 | $0 | $219,887 | $0 | $0 | $0 |
| LISA MIRELES | ||||||||||||||
| MANAGING DIR. OF DIGITAL CURRICULUM | $172,936 | $0 | $0 | $0 | $0 | $0 | $10,706 | $0 | $27,998 | $0 | $211,640 | $0 | $0 | $0 |
| RHONDA HILL | ||||||||||||||
| SR. DIRECTOR OF DISTRICT SERVICES | $148,213 | $0 | $0 | $0 | $0 | $0 | $9,552 | $0 | $32,735 | $0 | $190,500 | $0 | $0 | $0 |
| SALLY KINGSTON | ||||||||||||||
| CHIEF IMPACT OFFICER (THRU 2/24) | $63,874 | $0 | $75,000 | $0 | $0 | $0 | $8,325 | $0 | $3,489 | $0 | $150,688 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 5 | FormAndLineReferenceDesc |
| Explanation | PBLWORKS HAS AN ANNUAL POTENTIAL REWARDS PAYOUT (BONUS) OF UP TO 1% OF BASE SALARY FOR EACH QUALIFYING EMPLOYEE IN A YEAR WITH STRONG PERFORMANCE AND THE POTENTIAL FOR AN ADDITIONAL 1% IN A YEAR WITH OUTSTANDING RESULTS. PAYOUT BASED ON A HOLISTIC ASSESSMENT OF ORGANIZATIONAL GOAL ACHIEVEMENT. THE ORGANIZATION MUST MEET ITS ANNUAL FINANCIAL GOAL AS A NECESSARY (BUT NOT SUFFICIENT) QUALIFYING CONDITION IN ORDER FOR A REWARDS PAYMENT TO BE CONTEMPLATED FOR THE YEAR; THE DETERMINATION WILL BE BASED ON PERFORMANCE ACROSS THE TOTALITY OF THE ORGANIZATIONAL GOALS. NO PAYMENT WILL BE MADE IN A YEAR IN WHICH THERE IS A DEFICIT IN NET REVENUE, UNLESS STATED AND APPROVED BY THE BOARD IN THE ANNUAL GOALS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | POST COVID-19 WE SHIFTED FROM ONLINE ONLY MODEL TO A HYBRID MODEL UTILIZING ONSITE AND ONLINE MODES FOR PROFESSIONAL DEVELOPMENT WORKSHOPS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED AND APPROVED BY THE SENIOR DIRECTOR OF FINANCE, ADMINISTRATION, AND THE TREASURER. AND A COMPLETE COPY OF THE FORM 990 WILL BE PROVIDED TO ALL MEMBERS OF THE GOVERNING BOARD PRIOR TO FILING. |
| 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 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE. |
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