2015-02-16T15:08:33-06:00 2014-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2013-07-01 311654076 ISLANDWOOD ISLA 2068554300 4450 BLAKELY AVENUE NE BAINBRIDGE ISLAND WA 981102257 BEN KLASKY PRESIDENT AND CEO 2068554300 2015-02-16 1 SARA ELIZABETH J HYRE P00235495 4254544919 2015-02-16 2013 2016-02-25 16:41:14Z BEN KLASKY 4450 BLAKELY AVENUE NE BAINBRIDGE ISLAND WA 981102257 12602802 0 X WWW.ISLANDWOOD.ORG X 1999 WA TO PROVIDE EXCEPTIONAL LEARNING EXPERIENCES & INSPIRE LIFELONG ENVIRONMENTAL & COMMUNITY STEWARDSHIP 21 21 204 126 0 0 2503049 3482333 4001768 4023128 794619 1180496 -24658 -175833 7274778 8510124 295086 334728 0 0 4292314 4660350 0 0 720911 3605676 3830921 8193076 8825999 -918298 -315875 53856048 54705728 903917 978842 52952131 53726886 X THE PRIMARY GOAL IS TO HELP CHILDREN & ADULTS DEVELOP A COMMITMENT TO LIFELONG LEARNING AND ENVIRONMENTAL AND COMMUNITY STEWARDSHIP THROUGH HANDS-ON LEARNING EXPERIENCES COMBINING SCIENCE, TECHNOLOGY, & THE ARTS AT ISLANDWOOD'S 255-ACRE OUTDOOR LEARNING CENTER. 0 0 6805339 334728 3903651 ISLANDWOOD'S PROGRAM SERVICES CONSIST OF THE FOLLOWING INTEGRATED COMPONENTS: ISLANDWOOD CONDUCTS A 4-DAY, 3-NIGHT RESIDENTIAL SCHOOL PROGRAM WHERE 4TH - 6TH GRADE STUDENTS PARTICIPATE IN OUTDOOR FIELD STUDY PROJECTS AND COLLABORATE WITH VISITING ARTISTS AND SCIENTISTS. ISLANDWOOD ALSO WORKS WITH SCHOOLS PRIOR TO AND FOLLOWING THEIR STUDENTS' VISIT TO ISLANDWOOD BY ASSISTING TEACHERS AND STUDENTS IN CREATING WAYS TO INCORPORATE NEWLY ACQUIRED SKILLS THROUGH STUDENT-DESIGNED COMMUNITY PROJECTS. WE SERVED OVER 4,300 STUDENTS FROM 89 SCHOOLS IN THE PUGET SOUND REGION DURING THE FISCAL YEAR 2013 - 2014 IN THE SCHOOL OVERNIGHT AND SCHOOL PARTNERSHIP PROGRAMS. NEARLY FIFTY-TWO PERCENT OF THESE SCHOOLS RECEIVED FINANCIAL ASSISTANCE PROVIDED BY DONATIONS TO OUR SCHOLARSHIP ENDOWMENT AND ANNUAL FUND. GRADUATE STUDIES ARE OFFERED IN PARTNERSHIP WITH THE UNIVERSITY OF WASHINGTON AND SEATTLE PACIFIC UNIVERSITY AS A RESIDENTIAL OR COMMUTING STUDENT PROGRAM. IT PROVIDES EDUCATIONAL OPPORTUNITIES FOR CURRENT AND FUTURE EDUCATORS TO PURSUE STUDIES LEADING TOWARD TEACHER CERTIFICATION AND GRADUATE DEGREES IN EDUCATION. THIRTY-ONE GRADUATE STUDENTS WORKED CLOSELY WITH ISLANDWOOD FACULTY AS THEY ALTERNATED BETWEEN ACADEMIC STUDY AND TEACHING THE STUDENTS IN ISLANDWOOD'S SCHOOL OVERNIGHT PROGRAM.A VARIETY OF SUMMER PROGRAMS FOR CHILDREN AND FAMILIES WERE OFFERED THIS PAST YEAR AT ISLANDWOOD. APPROXIMATELY 600 CHILDREN PARTICIPATED IN THESE PROGRAMS. IN ADDITION, ISLANDWOOD HELD SEVERAL COMMUNITY EVENING LECTURES, SEASONAL FESTIVALS AND PARTNERSHIPS WITH OTHER CULTURAL ORGANIZATIONS THAT PROVIDED AN OPPORTUNITY FOR LOCAL COMMUNITY ACCESS TO THE ISLANDWOOD SITE. OVER 1,800 PEOPLE HAVE ATTENDED THESE EVENTS DURING THE YEAR. THE ISLANDWOOD FACILITIES, STAFF AND EXPERTISE WAS ALSO PROVIDED TO UNIVERSITIES, SCHOOLS, GOVERNMENTAL AGENCIES, TEACHER ORGANIZATIONS AND OTHER NON-PROFITS, ART AND SCIENCE ORGANIZATIONS. APPROXIMATELY 120 GROUPS THAT SHARE A SIMILAR COMMITMENT TO EDUCATION, LIFE-LONG LEARNING AND ENVIRONMENTAL STEWARDSHIP ATTENDED CONFERENCES DURING THE 2013 - 2014 FISCAL YEAR. 208287 119477 ISLANDWOOD CREATES AND LEADS ENVIRONMENTAL STEWARDSHIP PROGRAMS IN MANY PUGET SOUND AREA SCHOOLS THROUGH ITS HOMEWATERS PROGRAMS. OVER 4,400 STUDENTS PARTICIPATED IN THESE DAY PROGRAMS AT THEIR SCHOOLS AND SURROUNDING AREAS. IN ADDITION, ISLANDWOOD IS THE EDUCATIONAL PROGRAM PROVIDER AT BRIGHTWATER TREATMENT FACILITY LOCATED EAST OF PUGET SOUND. OVER 5,500 STUDENTS PARTICIPATED IN THE TOURS AND PROGRAMS OFFERED THERE. 7013626 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 84 0 1 204 1 0 0 0 0 0 1 1 0 0 0 1 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X LAURIE MILLER 2068554300 4450 BLAKELY AVE NE BAINBRIDGE IS WA 98110 DAVE GOLDBERG PRESIDENT 2.00 X X 0 0 0 MARTHA KONGSGAARD SECRETARY 2.00 X X 0 0 0 JON SNARE TREASURER 2.00 X X 0 0 0 NATE MILES BOARD MEMBER 2.00 X 0 0 0 STEVEN ROGERS BOARD MEMBER 2.00 X 0 0 0 BRAD SMITH BOARD MEMBER 2.00 X 0 0 0 EDWARD THOMAS BOARD MEMBER 2.00 X 0 0 0 GRETCHEN HUND ANDREWS BOARD MEMBER 2.00 X 0 0 0 JASON BAUMGARTEN BOARD MEMBER 2.00 X 0 0 0 LINDA MYHRVOLD BOARD MEMBER 2.00 X 0 0 0 PRESTON SINGLETARY BOARD MEMBER 2.00 X 0 0 0 BOB KARR BOARD MEMBER 2.00 X 0 0 0 TOM STRITIKUS BOARD MEMBER 2.00 X 0 0 0 BETH MORGAN BOARD MEMBER 2.00 X 0 0 0 KATHERINE JAMES SCHUITEMAKER BOARD MEMBER 2.00 X 0 0 0 ALAN SMITH BOARD MEMBER 2.00 X 0 0 0 DALE SPERLING BOARD MEMBER 2.00 X 0 0 0 JOHN WARNER BOARD MEMBER 2.00 X 0 0 0 DENNIS MADSEN BOARD MEMBER 2.00 X 0 0 0 MAURGUERITE KONDRACKE BOARD MEMBER 2.00 X 0 0 0 LARRY ESTRADA BOARD MEMBER 2.00 X 0 0 0 JESSIE WOOLLEY - WILSON BOARD MEMBER 2.00 X 0 0 0 BEN KLASKY PRESIDENT, CEO 40.00 X 107922 0 35683 LAURIE MILLER SVP - OPERATIONS 40.00 X 106321 0 11010 214243 0 46693 3 0 0 0 TETHER 316 OCCIDENTAL AVE SOUTH SEATTLE WA 98104 DESIGN/WEB 267699 BDP NETWORKS LLC 5030 FIRST AVE SOUTH SEATTLE WA 98134 INFORMATION TECHNOLOGY 221309 2 4743 725618 2751972 266547 3482333 EDUC. CONFERENCE FEES 611600 1855802 1855802 TUITION-OVERNIGHT 611600 1276190 1276190 GRADUATE PROGRAM 611600 627098 627098 EDUCATION PROGRAM FEES 611600 255479 255479 COMMUNITY EVENTS 900099 8559 8559 4023128 334548 334548 15492 0 15492 15492 15492 4629444 1332 3784828 0 844616 1332 845948 845948 102747 725618 295434 -192687 -192687 7652 12416 -4764 -4764 ALUMNI REUNION FEES 900099 4485 4485 1641 1641 6126 8510124 4023128 0 1004663 279228 279228 55500 55500 267756 78976 154297 34483 3516604 2852065 222269 442270 74093 60016 5705 8372 396377 321065 30521 44791 405520 329834 31494 44192 6857 6183 674 40429 40429 122291 122291 462309 323248 61576 77485 52641 51515 454 672 261076 202890 38597 19589 48931 33465 10795 4671 186714 134259 51485 970 55754 45931 8189 1634 4605 4605 1146248 865372 259962 20914 138103 102566 34565 972 FOOD 440506 433600 3372 3534 MAINTENANCE & REPAIRS 391072 297694 91059 2319 GRADUATE PROGRAM FEES 132037 132037 LODGE CLEANING 125076 125076 216272 160815 41414 14043 8825999 7013626 1091462 720911 50629 110340 970324 1130986 607623 1033563 256838 246397 43730 85540 151080 131092 46349015 11169026 36057021 35179989 13220178 14097393 2311424 2493807 187201 196621 53856048 54705728 292671 275650 538246 703192 73000 0 903917 978842 X 6735152 6737891 31262963 32034979 14954016 14954016 52952131 53726886 53856048 54705728 -315875 1090630 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15616240 2265137 235500 563998 122291 16959588 14585217 1765177 236650 401057 96447 15616240 15506555 -221793 218085 362797 118663 14585217 13598643 2653268 265000 374082 106274 15506555 12496276 71100 1643732 265000 299721 47744 13598643 0.00000 0.88170 0.11830 0 0 6400000 6400000 37356626 9427299 27929327 2215356 1741727 473629 377033 377033 35179989 9490879 1090630 1090630 8400249 122291 -12416 109875 8510124 8716124 12416 12416 8703708 122291 122291 8825999 PART V, LINE 4: ISLANDWOOD USES A PORTION OF THE INVESTMENT INCOME TO GRANT SCHOLARSHIPS TO SCHOOLS AND GRADUATE STUDENTS. THE OTHER PORTION OF THE INVESTMENT INCOME IS USED FOR THE PREVENTATIVE MAINTENANCE OF THE FACILITY AND GROUNDS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST GIFT SHOP SALES -12,416. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST GIFT SHOP SALES 12,416. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY IS PUBLISHED IN THE SEATTLE REGIONAL NEWSPAPER AND ON EVERY BROCHURE ISLANDWOOD PUBLISHES. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS N/A 2493807 0 0 0 0 0 0 2493807 0 2493807 0 0 1 0 0 0 SCHEDULE F, PART IV, LINE 3: ISLANDWOOD DID NOT MEET THE REQUIREMENTS FOR FILING FORM 5471 FOR THE FISCAL YEAR 2014. DINNER IN THE WOODS 760502 663605 96897 10792 6050 220582 WAKING THE WORLD 57939 52939 5000 7488 8530 1000 20981 1 9924 9074 850 2790 400 16821 828365 725618 102747 7488 22112 7450 258384 295434 -192687 1 HORIZON ELEMENTARY 222 WEST CASINO RD EVERETT WA 98204 916018853 GOVERNMENT 18180 SCHOOL OVERNIGHT PROGRAM ASSISTANCE HIGHLAND PARK ELEMENTARY 1012 SW TRENTON STREET SEATTLE WA 98106 916001541 GOVERNMENT 9180 SCHOOL OVERNIGHT PROGRAM ASSISTANCE JOHN MUIR ELEMENTARY 3301 S HORTON ST SEATTLE WA 98144 916001541 GOVERNMENT 12900 SCHOOL OVERNIGHT PROGRAM ASSISTANCE ORCA K - 8 SCHOOL 5215 46TH ST SEATTLE WA 98119 916001541 GOVERNMENT 5700 SCHOOL OVERNIGHT PROGRAM ASSISTANCE ALLEN CREEK ELEMENTARY 6505 60TH DR NE MARYSVILLE WA 98270 916014415 GOVERNMENT 6160 SCHOOL OVERNIGHT PROGRAM ASSISTANCE BAILEY GATZERT ELEMENTARY 1301 E YESLER WAY SEATTLE WA 98122 916001541 GOVERNMENT 20940 SCHOOL OVERNIGHT PROGRAM ASSISTANCE DUNLAP ELEMENTARY 4525 S CLOVERDALE ST SEATTLE WA 98118 916001541 GOVERNMENT 7950 SCHOOL OVERNIGHT PROGRAM ASSISTANCE ARMIN JAHR ELEMENTARY 800 DIBB STREET BREMERTON WA 98310 916001656 GOVERNMENT 8160 SCHOOL OVERNIGHT PROGRAM ASSISTANCE NORTHGATE ELEMENTARY 11725 1ST AVE SEATTLE WA 98125 916001541 GOVERNMENT 6800 SCHOOL OVERNIGHT PROGRAM ASSISTANCE EMERSON ELEMENTARY 9709 60TH AVE SOUTH SEATTLE WA 98118 916001541 GOVERNMENT 6000 SCHOOL OVERNIGHT PROGRAM ASSISTANCE VIEW RIDGE ELEMENTARY 7047 50TH AVE NE SEATTLE WA 98115 916001541 GOVERNMENT 10950 SCHOOL OVERNIGHT PROGRAM ASSISTANCE SUQUAMISH ELEMENTARY 18950 PARK AVE S SUQUAMISH WA 98392 910754974 GOVERNMENT 6375 SCHOOL OVERNIGHT PROGRAM ASSISTANCE DEARBORN PARK ELEMENTARY 2820 S ORCAS ST SEATTLE WA 98108 916001541 GOVERNMENT 8460 SCHOOL OVERNIGHT PROGRAM ASSISTANCE ROXHILL ELEMENTARY 9430 30TH AVE SW SEATTLE WA 98126 916001541 GOVERNMENT 7480 SCHOOL OVERNIGHT PROGRAM ASSISTANCE CONCORD INTERNATIONAL SCHOOL 723 S CONCORD ST SEATTLE WA 98108 916001541 GOVERNMENT 6120 SCHOOL OVERNIGHT PROGRAM ASSISTANCE KIMBALL ELEMENTARY 3200 23RD AVE S SEATTLE WA 98144 916001541 GOVERNMENT 6160 SCHOOL OVERNIGHT PROGRAM ASSISTANCE GRAHAM HILL ELEMENTARY 5149 GRAHAM ST SEATTLE WA 98118 916001541 GOVERNMENT 6120 SCHOOL OVERNIGHT PROGRAM ASSISTANCE TERRACE PARK SCHOOL 5409 228TH ST SW MONTLAKE TERRACE WA 98043 916001871 GOVERNMENT 6900 SCHOOL OVERNIGHT PROGRAM ASSISTANCE SOUTH SHORE K - 8 SCHOOL 4800 SOUTH HENDERSON SEATTLE WA 98118 916001541 GOVERNMENT 7480 SCHOOL OVERNIGHT PROGRAM ASSISTANCE LYNNDALE ELEMENTARY 7200 191ST STREET SW LYNNWOOD WA 98036 916001871 GOVERNMENT 6580 SCHOOL OVERNIGHT PROGRAM ASSISTANCE WILDWOOD ELEMENTARY 2405 S 300TH ST FEDERAL WAY WA 98003 916001624 GOVERNMENT 12240 SCHOOL OVERNIGHT PROGRAM ASSISTANCE WEST SEATTLE ELEMENTARY 6760 34TH AVE SW SEATTLE WA 98126 916001541 GOVERNMENT 19758 SCHOOL OVERNIGHT PROGRAM ASSISTANCE 22 0 GRADUATE PROGRAM SCHOLARSHIPS 11 15760 39240 BOOK SCHOLARSHIPS TO STUDENTS PART I, LINE 2: ISLANDWOOD GIVES GRANTS IN THE FORM OF SCHOLARSHIPS TO SCHOOLS THAT ATTEND OUR SCHOOL OVERNIGHT PROGRAM. NEED IS DETERMINED BY PARTICIPATION IN THE FREE AND REDUCED LUNCH PROGRAM AT EACH SCHOOL. ISLANDWOOD MONITORS THESE PARTICIPATION PERCENTAGES FOR THE FREE AND REDUCED LUNCH PROGRAM ON THE SUPERINTENDENT OF PUBLIC INSTRUCTION'S WEBSITE. GRADUATE STUDENT SCHOLARSHIPS ARE AWARDED BASED ON FINANCIAL NEED. X 1 36500 FAIR MARKET VALUE X 7 148900 COST/SELLING PRICE X AUCTION ITEMS 56 81147 COST/SELLING PRICE 1 0 1 1 PART I, COLUMN (B): THE NUMBER OF STOCK DONATIONS REPRESENTS THE TOTAL NUMBER OF DONORS. THE NUMBER OF AUCTION ITEMS AND BOATS REFLECT THE TOTAL NUMBER OF ITEMS RECEIVED. PART I, LINE 30B: A BOAT BROKER WAS USED TO VALUE THE BOAT RECEIVED AND EVENTUALLY SELL IT. FORM 990, PART I, LINE 6, DESCRIPTION OF VOLUNTEERS: ISLANDWOOD HAS 105 ACTIVE VOLUNTEERS WHO WORKED APPROXIMATELY 2500 HOURS GIVING TOURS, WORKING IN THE GEAR ROOM, SUPPORTING OUR SPECIAL EVENTS AND HELPING WITH ADMINISTRATIVE PROJECTS. ISLANDWOOD ALSO HAS 22 VOLUNTEER BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE ACCOUNTING MANAGER AND THE DIRECTOR OF FINANCE REVIEW THE FORM 990 IN DETAIL. IT IS THEN PRESENTED TO THE FINANCE COMMITTEE FOR DISCUSSION PURPOSES. AFTERWARDS, A REDACTED COPY OF THE RETURN IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING THE TAX RETURN WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO THE BOARD AND OFFICERS OF THE ORGANIZATION. CONFLICTS AND POTENTIAL CONFLICTS ARE TO BE REPORTED AS THEY ARISE TO THE GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE DETERMINES WHETHER OR NOT AN ACTUAL CONFLICT OF INTEREST EXISTS. IF AN ACTUAL CONFLICT IS DEEMED TO EXIST, THE GOVERNANCE COMMITTEE WILL REVIEW FOR POSSIBLE ACTION. THE FOLLOWING ARE THE RESTRICTIONS IMPOSED ON INDIVIDUALS FOR WHOM A CONFLICT EXISTS: THEY ARE REQUIRED TO RECUSE THEMSELVES FROM ALL FUTURE DISCUSSION, VOTING AND OTHER DECISION MAKING WITH REGARD TO THE TRANSACTION FOR WHICH THE CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 4HE EXECUTIVE DIRECTOR PERFORMS A REVIEW OF EACH DIRECTOR EVERY YEAR. THE SALARIES OF THE DIRECTORS ARE APPROVED BY THE BOARD IN THE BUDGETING PROCESS. THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD. IN ADDITION, THE ORGANIZATION CONSULTS ANNUALLY WITH AN INDEPENDENT CONSULTANT TO COMPARE THE COMPENSATION OF ALL THE DIRECTORS TO THE MARKET. THE LAST COMPENSATION REVIEW OF THE DIRECTORS OCCURRED IN FISCAL YEAR 2014. THE LAST COMPENSATION REVIEW OF THE PRESIDENT OCCURRED ON NOVEMBER 2014. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.