2014-05-14T11:25:54-05:00 2013-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2012-07-01 311654076 ISLANDWOOD ISLA 2068554300 4450 BLAKELY AVENUE NE BAINBRIDGE ISLAND WA 981102257 BEN KLASKY 2068554300 2014-04-30 1 SARA ELIZABETH J HYRE P00235495 4254544919 2014-05-14 2012 2015-11-30 17:44:51Z BEN KLASKY 4450 BLAKELY AVENUE NE BAINBRIDGE ISLAND WA 981102257 10863594 0 X WWW.ISLANDWOOD.ORG X 1999 WA TO PROVIDE EXCEPTIONAL LEARNING EXPERIENCES & INSPIRE LIFELONG ENVIRONMENTAL & COMMUNITY STEWARDSHIP 22 22 200 121 0 0 2780124 2503049 3392668 4001768 194378 794619 -96793 -24658 6270377 7274778 311411 295086 0 0 3826776 4292314 0 0 866407 3154730 3605676 7292917 8193076 -1022540 -918298 53873763 53856048 974673 903917 52899090 52952131 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 5883592 295086 3820120 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 4,100 STUDENTS FROM 89 SCHOOLS IN THE PUGET SOUND REGION DURING THE FISCAL YEAR 2012 - 2013 IN THE SCHOOL OVERNIGHT AND SCHOOL PARTNERSHIP PROGRAMS. NEARLY FIFTY-THREE 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 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 DAY AND OVERNIGHT SUMMER PROGRAMS FOR CHILDREN AND FAMILIES WERE OFFERED THIS PAST YEAR AT ISLANDWOOD. APPROXIMATELY 500 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 1,700 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 130 GROUPS THAT SHARE A SIMILAR COMMITMENT TO EDUCATION, LIFE-LONG LEARNING AND ENVIRONMENTAL STEWARDSHIP ATTENDED CONFERENCES DURING THE 2012 - 2013 FISCAL YEAR. 279767 181648 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. 6163359 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 79 0 1 200 1 0 0 0 0 0 1 1 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LAURIE MILLER 2068554300 4450 BLAKELY AVE NE BAINBRIDGE IS WA 98110 EDWARD THOMAS 2.00 X X 0 0 0 MARTHA KONGSGAARD 2.00 X X 0 0 0 JON SNARE 2.00 X X 0 0 0 DAVE GOLDBERG 2.00 X X 0 0 0 NATE MILES 2.00 X 0 0 0 STEVEN ROGERS 2.00 X 0 0 0 BRAD SMITH 2.00 X 0 0 0 GRETCHEN HUND ANDREWS 2.00 X 0 0 0 JASON BAUMGARTEN 2.00 X 0 0 0 LINDA MYHRVOLD 2.00 X 0 0 0 PRESTON SINGLETARY 2.00 X 0 0 0 BOB KARR 2.00 X 0 0 0 TOM STRITIKUS 2.00 X 0 0 0 BETH MORGAN 2.00 X 0 0 0 KATHERINE JAMES SCHUITEMAKER 2.00 X 0 0 0 ALAN SMITH 2.00 X 0 0 0 DALE SPERLING 2.00 X 0 0 0 JOHN WARNER 2.00 X 0 0 0 DENNIS MADSEN 2.00 X 0 0 0 MARGUERITE KONDRACKE 2.00 X 0 0 0 LARRY ESTRADA 2.00 X 0 0 0 JESSIE WOOLLEY-WILSON 2.00 X 0 0 0 BILL FRITSCH 2.00 X 0 0 0 PHIL ROCKEFELLER 2.00 X 0 0 0 NORMA KLORFINE 2.00 X 0 0 0 CARLA SANTORNO 2.00 X 0 0 0 PAULA STAFFORD 2.00 X 0 0 0 BEN KLASKY 40.00 X 105217 0 34714 LAURIE MILLER 40.00 X 99548 0 10563 204765 0 45277 1 0 0 0 TOM PIEHL 15763 VIRGINIA POINT ROAD POULSBO WA 98370 PAINTING 103435 1 16663 746130 1740256 806308 2503049 EDUC. CONFERENCE FEES 611600 1928706 1928706 TUITION-OVERNIGHT 611600 1176285 1176285 GRADUATE PROGRAM 611600 601525 601525 EDUCATION PROGRAM FEES 611600 292987 292987 COMMUNITY EVENTS 900099 2265 2265 4001768 427539 427539 16046 0 16046 16046 16046 3703860 200 3328127 8853 375733 -8653 367080 367080 144673 746130 243209 -98536 -98536 12564 8627 3937 3937 INSURANCE CO-OP REFUND 900099 51726 51726 MEDICAL PLAN REIMB. 900099 809 809 1360 1360 53895 7274778 4001768 0 769961 274086 274086 21000 21000 215556 55339 17402 142815 3290718 2604380 346788 339550 63976 56951 5166 1859 357740 289850 28600 39290 364324 292385 32567 39372 9006 4206 4800 39731 39731 96447 96447 206704 108684 29428 68592 43975 31525 1349 11101 227346 160724 34899 31723 190428 141246 32043 17139 252905 215557 37348 111846 93686 10390 7770 580 580 1124102 846219 267402 10481 136073 101890 33211 972 FOOD 426880 414416 2263 10201 MAINTENANCE & REPAIRS 305305 228771 73100 3434 GRADUATE PROGRAM FEES 127395 127395 EVENT FUNDRAISING EXP. 118975 118975 187978 95049 69796 23133 8193076 6163359 1163310 866407 136089 50629 1269711 970324 573938 607623 182342 256838 47897 43730 177957 151080 47389421 11332400 37043654 36057021 12148600 13220178 2124050 2311424 169525 187201 53873763 53856048 209066 292671 692607 538246 73000 73000 974673 903917 X 6379234 6735152 31565840 31262963 14954016 14954016 52899090 52952131 53873763 53856048 -918298 971339 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 16337294 30300 -3210269 265000 332926 63123 12496276 0.00000 0.95800 0.04200 0 0 6400000 6400000 37345651 8490976 28854675 3266737 2841424 425313 377033 377033 36057021 8057691 962192 18369 -109828 870733 7186958 96447 -8627 87820 7274778 8004650 18369 8627 26996 7977654 96447 118975 215422 8193076 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ISLANDWOOD USES A PORTION OF THE INVESTMENT INCOME TO GRANT SCHOLARSHIPS TO SCHOOLS AND GRADUATE STUDENTS. THE OTHER PORTION OF THE INVESTMENT INCOME IS USED FOR THE PREVENTATIVE MAINTENANCE OF THE FACILITY AND GROUNDS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CSV OF LIFE INSURANCE 9,147. FUNDRAISING EXPENSES -118,975. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST GIFT SHOP SALES -8,627. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST GIFT SHOP SALES 8,627. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 118,975. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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 0 0 INVESTMENTS N/A 2311424 0 0 0 0 0 0 2311424 0 2311424 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 2013. DINNER IN THE WOODS 689886 557811 132075 68217 7475 3100 120687 ALDERDASH 149512 145308 4204 4204 1750 7568 1 51405 43011 8394 8687 8394 0 13127 890803 746130 144673 76904 20073 4850 141382 243209 -98536 1 HORIZON ELEMENTARY 222 WEST CASINO RD EVERETT WA 98204 916018853 GOVERNMENT 17170 SCHOOL OVERNIGHT PROGRAM ASSISTANCE HIGHLAND PARK ELEMENTARY 1012 SW TRENTON STREET SEATTLE WA 98106 916001541 GOVERNMENT 12800 SCHOOL OVERNIGHT PROGRAM ASSISTANCE JOHN MUIR ELEMENTARY 3301 S HORTON ST SEATTLE WA 98144 916001541 GOVERNMENT 11600 SCHOOL OVERNIGHT PROGRAM ASSISTANCE ORCA K - 8 SCHOOL 5215 46TH ST SEATTLE WA 98119 916001541 GOVERNMENT 10650 SCHOOL OVERNIGHT PROGRAM ASSISTANCE CHALLENGER ELEMENTARY 9600 HOLLY DR EVERETT WA 98204 916018853 GOVERNMENT 10350 SCHOOL OVERNIGHT PROGRAM ASSISTANCE BAILEY GATZERT ELEMENTARY 1301 E YESLER WAY SEATTLE WA 98122 916001541 GOVERNMENT 17753 SCHOOL OVERNIGHT PROGRAM ASSISTANCE DUNLAP ELEMENTARY 4525 S CLOVERDALE ST SEATTLE WA 98118 916001541 GOVERNMENT 9900 SCHOOL OVERNIGHT PROGRAM ASSISTANCE SHERIDAN ELEMENTARY 5317 MCKINLEY AVE TACOMA WA 98404 916001553 GOVERNMENT 9380 SCHOOL OVERNIGHT PROGRAM ASSISTANCE NORTHGATE ELEMENTARY 11725 1ST AVE SEATTLE WA 98125 916001541 GOVERNMENT 9000 SCHOOL OVERNIGHT PROGRAM ASSISTANCE CEDAR VALLEY COMMUNITY SCHOOL 19200 56TH AVE WEST SEATTLE WA 98037 916001541 GOVERNMENT 8690 SCHOOL OVERNIGHT PROGRAM ASSISTANCE VIEW RIDGE ELEMENTARY 7047 50TH AVE NE SEATTLE WA 98115 916001541 GOVERNMENT 8250 SCHOOL OVERNIGHT PROGRAM ASSISTANCE SUQUAMISH ELEMENTARY 18950 PARK AVE S SUQUAMISH WA 98392 910754974 GOVERNMENT 8160 SCHOOL OVERNIGHT PROGRAM ASSISTANCE DEARBORN PARK ELEMENTARY 2820 S ORCAS ST SEATTLE WA 98108 916001541 GOVERNMENT 7650 SCHOOL OVERNIGHT PROGRAM ASSISTANCE ROXHILL ELEMENTARY 9430 30TH AVE SW SEATTLE WA 98126 916001541 GOVERNMENT 7590 SCHOOL OVERNIGHT PROGRAM ASSISTANCE CONCORD INTERNATIONAL SCHOOL 723 S CONCORD ST SEATTLE WA 98108 916001541 GOVERNMENT 7560 SCHOOL OVERNIGHT PROGRAM ASSISTANCE KIMBALL ELEMENTARY 3200 23RD AVE S SEATTLE WA 98144 916001541 GOVERNMENT 6300 SCHOOL OVERNIGHT PROGRAM ASSISTANCE EAST PORT ORCHARD ELEMENTARY 1964 HOOVER AVE SW PORT ORCHARD WA 98366 916001633 GOVERNMENT 5900 SCHOOL OVERNIGHT PROGRAM ASSISTANCE TERRACE PARK SCHOOL 5409 228TH ST SW MONTLAKE TERRACE WA 98043 916001871 GOVERNMENT 5820 SCHOOL OVERNIGHT PROGRAM ASSISTANCE SOUTH SHORE K - 8 SCHOOL 4800 SOUTH HENDERSON SEATTLE WA 98118 916001541 GOVERNMENT 5800 SCHOOL OVERNIGHT PROGRAM ASSISTANCE CROWNHILL ELEMENTARY 1500 ROCKY POINT RD BREMERTON WA 98312 916001656 GOVERNMENT 5760 SCHOOL OVERNIGHT PROGRAM ASSISTANCE PINECREST ELEMENTARY 5530 NE PINE RD BREMERTON WA 98311 916006768 GOVERNMENT 5440 SCHOOL OVERNIGHT PROGRAM ASSISTANCE WEST SEATTLE ELEMENTARY 6760 34TH AVE SW SEATTLE WA 98126 916001541 GOVERNMENT 5100 SCHOOL OVERNIGHT PROGRAM ASSISTANCE 22 0 GRADUATE PROGRAM SCHOLARSHIPS 10 2935 18065 BOOK SCHOLARSHIPS TO STUDENTS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 AND TEACHER SCHOLARSHIPS ARE AWARDED BASED ON FINANCIAL NEED. X 12 700406 COST/SELLING PRICE X AUCTION ITEMS 55 105902 COST/SELLING PRICE 0 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: PART I, COLUMN (B): THE NUMBER OF STOCK DONATIONS REPRESENTS THE TOTAL NUMBER OF DONORS. THE NUMBER OF AUCTION ITEMS REFLECTS THE TOTAL NUMBER OF ITEMS RECEIVED. FORM 990, PART I, LINE 6, DESCRIPTION OF VOLUNTEERS: ISLANDWOOD HAS 94 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 27 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 COPY OF THE RETURN IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING THE TAX RETURN WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO THE BOARD AND OFFICERS OF THE ORGANIZATION. CONFLICTS AND POTENTIAL CONFLICTS ARE TO BE REPORTED AS THEY ARISE TO THE GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE DETERMINES WHETHER OR NOT AN ACTUAL CONFLICT OF INTEREST EXISTS. IF AN ACTUAL CONFLICT IS DEEMED TO EXIST, THE GOVERNANCE COMMITTEE WILL REVIEW FOR POSSIBLE ACTION. THE FOLLOWING ARE THE RESTRICTIONS IMPOSED ON INDIVIDUALS FOR WHOM A CONFLICT EXISTS: THEY ARE REQUIRED TO RECUSE THEMSELVES FROM ALL FUTURE DISCUSSION, VOTING AND OTHER DECISION MAKING WITH REGARD TO THE TRANSACTION FOR WHICH THE CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR PERFORMS A REVIEW OF EACH DIRECTOR EVERY YEAR. THE SALARIES OF THE DIRECTORS ARE APPROVED BY THE BOARD 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 2013. THE LAST COMPENSATION REVIEW OF THE PRESIDENT OCCURRED ON SEPTEMBER 2012. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.