2013-04-25T12:43:58-05:00 2012-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2011-07-01 311654076 ISLANDWOOD ISLA 2068554300 4450 BLAKELY AVENUE NE BAINBRIDGE ISLAND WA 981102257 BEN KLASKY 2068554300 2013-04-25 1 SARA ELIZABETH J HYRE P00235495 4254544919 2013-04-25 2011 2016-03-07 17:11:31Z BEN KLASKY 4450 BLAKELY AVENUE NE BAINBRIDGE ISLAND WA 981102257 13336478 0 X WWW.ISLANDWOOD.ORG X 1999 WA TO PROVIDE EXCEPTIONAL LEARNING EXPERIENCES & INSPIRE LIFELONG ENVIRONMENTAL & COMMUNITY STEWARDSHIP 23 23 184 123 0 0 2419206 2780124 3198748 3392668 1450710 194378 -46665 -96793 7021999 6270377 276353 311411 0 0 3756160 3826776 0 0 698724 3065019 3154730 7097532 7292917 -75533 -1022540 54946378 53873763 608644 974673 54337734 52899090 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 5677065 311411 3299060 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 86 SCHOOLS IN THE PUGET SOUND REGION DURING THE FISCAL YEAR 2011 - 2012 IN THE SCHOOL OVERNIGHT AND SCHOOL PARTNERSHIP PROGRAMS. NEARLY FIFTY-FIVE 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 CITY 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. TWENTY-THREE 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 1,500 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 2011 - 2012 FISCAL YEAR. 161565 93889 ISLANDWOOD CREATES AND LEADS ENVIRONMENTAL STEWARDSHIP PROGRAMS IN MANY PUGET SOUND AREA SCHOOLS THROUGH ITS HOMEWATERS PROGRAMS. OVER 2,400 STUDENTS PARTICIPATED IN THESE DAY PROGRAMS AT THEIR SCHOOLS AND SURROUNDING AREAS. IN THE FISCAL YEAR 2011 - 2012, ISLANDWOOD BECAME THE EDUCATIONAL PROGRAM PROVIDER AT BRIGHTWATER TREATMENT FACILITY LOCATED EAST OF PUGET SOUND. OVER 4,000 STUDENTS PARTICIPATED IN THE TOURS AND PROGRAMS OFFERED THERE. 5838630 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 0 1 50 0 1 184 1 0 0 0 0 0 1 1 1 1 0 0 1 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X 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 NATE MILES 2.00 X 0 0 0 STEVEN ROGERS 2.00 X 0 0 0 BRAD SMITH 2.00 X 0 0 0 DAVE GOLDBERG 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 BILL FRITSCH 2.00 X 0 0 0 BOB KARR 2.00 X 0 0 0 NORMA KLORFINE 2.00 X 0 0 0 TOM STRITIKUS 2.00 X 0 0 0 BETH MORGAN 2.00 X 0 0 0 PHIL ROCKEFELLER 2.00 X 0 0 0 CARLA SANTORNO 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 TY CRAMER 2.00 X 0 0 0 JOHN WARNER 2.00 X 0 0 0 DENNIS MADSEN 2.00 X 0 0 0 MARY ARMSTRONG 2.00 X 0 0 0 PAULA STAFFORD 2.00 X 0 0 0 BEN KLASKY 40.00 X 106800 0 27007 LAURIE MILLER 40.00 X 96630 0 9435 203430 0 36442 1 0 0 0 AQUACARE PO BOX 758 BELLINGHAM WA 98227 WASTE WATER CONSTRUCTION 166008 GLENMEDE TRUST COMPANY 1650 MARKET STREET 1200 PHILADELPHIA PA 19103 INVESTMENT MANAGEMENT FEES 118663 2 10000 460041 2310083 1174627 2780124 EDUC. CONFERENCE FEES 611600 1561602 1561602 TUITION-OVERNIGHT 611600 1149017 1149017 GRADUATE PROGRAM 611600 426595 426595 EDUCATION PROGRAM FEES 611600 250255 250255 COMMUNITY EVENTS 900099 4124 4124 1075 1075 3392668 255900 255900 8980 0 8980 8980 8980 6618432 22501 6680954 21501 -62522 1000 -61522 -61522 239746 460041 353645 -113899 -113899 14570 10001 4569 4569 REFUND 900099 2601 2601 MISCELLANOUS INCOME 900099 675 675 ISLANDWOOD DVD 900099 281 281 3557 6270377 3392949 0 97304 272693 272693 38718 38718 248328 61196 153981 33151 2915106 2362462 172590 380054 71520 56277 5826 9417 272973 225433 12496 35044 318849 256880 27934 34035 8822 2049 6773 37915 37915 118663 118663 136578 75585 52623 8370 48283 46084 2199 187769 142793 21643 23333 265994 251093 12397 2504 51489 43329 5258 2902 14208 6645 5556 2007 1090623 1019005 47512 24106 135922 128847 4841 2234 FOOD 393785 382579 71 11135 MAINTENANCE & REPAIRS 312335 289543 14939 7853 GRADUATE PROGRAM FEES 97335 97335 EVENT FUNDRAISING EXP. 94870 94870 160139 80084 54545 25510 7292917 5838630 755563 698724 210672 136089 697661 1269711 515200 573938 117557 182342 34610 47897 119407 177957 47252440 10208786 37637649 37043654 13246327 12148600 2207719 2124050 159576 169525 54946378 53873763 209480 209066 399164 692607 73000 608644 974673 X 7001340 6379234 32382378 31565840 14954016 14954016 54337734 52899090 54946378 53873763 X -1022540 -416104 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 0.97650 0.02350 0 0 6400000 6400000 37340018 7555180 29784838 2988887 2517071 471816 523535 136535 387000 37043654 6270377 7292917 -1022540 -416104 -416104 -1438644 5650741 -416104 -94870 -510974 6161715 118663 -10001 108662 6270377 7089385 10001 10001 7079384 118663 94870 213533 7292917 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 XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -94,870. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST GIFT SHOP SALES -10,001. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST GIFT SHOP SALES 10,001. PART XIII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 94,870. 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 2124050 0 0 0 0 0 0 2124050 0 2124050 1 0 1 0 0 0 DINNER IN THE WOODS 620913 452754 168159 146519 19989 4450 141843 CIRCLE OF FRIENDS 78874 7287 71587 7650 4700 28494 699787 460041 239746 146519 27639 9150 170337 353645 -113899 1 LOWELL ELEMENTARY 1059 EAST MERCER ST SEATTLE WA 98102 916001541 GOVERNMENT 5350 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP SHERIDAN ELEMENTARY 5317 MCKINLEY AVE TACOMA WA 98404 916001553 GOVERNMENT 13300 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP WEST SEATTLE ELEMENTARY 6760 34TH AVE SW SEATTLE WA 98126 916001541 GOVERNMENT 7095 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP CONCORD ELEMENTARY 723 S CONCORD STREET SEATTLE WA 98108 916001541 GOVERNMENT 5400 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP LYNNWOOD ELEMENTARY 18638 44TH AVE W LYNNWOOD WA 98037 916001871 GOVERNMENT 5600 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP NORTHGATE ELEMENTARY 11725 1ST AVE SEATTLE WA 98125 916001541 GOVERNMENT 6120 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP ROXHILL ELEMENTARY 9430 30TH AVE SW SEATTLE WA 98126 916001541 GOVERNMENT 7095 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP SOUTH SHORE ELEMENTARY 4800 SOUTH HENDERSON SEATTLE WA 98118 916001541 GOVERNMENT 5600 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP QUIL CEDA-TULALIP ELEMENTARY 7730 36TH AVE NW MARYSVILLE WA 98271 916014415 GOVERNMENT 7905 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP BAILEY GATZERT ELEMENTARY 1301 E YESLER WAY SEATTLE WA 98122 916001541 GOVERNMENT 19622 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP CHALLENGER SCHOOL 9600 HOLLY DR EVERETT WA 98204 916018853 GOVERNMENT 11590 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP HORIZON ELEMENTARY 222 W CASINO RD EVERETT WA 98204 916018853 GOVERNMENT 13430 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP ARMIN JAHR ELEMENTARY 800 DIBB ST BREMERTON WA 98310 916001656 GOVERNMENT 9440 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP CEDAR VALLEY ELEMENTARY 19200 56TH AVE WEST SEATTLE WA 98037 916001871 GOVERNMENT 7742 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP EAST PORT ORCHARD ELEMENTARY 1964 HOOVER AVE SW PORT ORCHARD WA 98366 916001633 GOVERNMENT 6300 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP KIMBALL ELEMENTARY 3200 23RD AVE S SEATTLE WA 98144 916001541 GOVERNMENT 6900 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP VIEW RIDGE ELEMENTARY 7047 50TH AVE NE SEATTLE WA 98115 916001541 GOVERNMENT 8550 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP JOHN MUIR ELEMENTARY 3301 S HORTON ST SEATTLE WA 98144 916001541 GOVERNMENT 13860 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP PINE CREST ELEMENTARY 5530 NE PINE RD BREMERTON WA 98311 916006768 GOVERNMENT 5500 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP SUQUAMISH ELEMENTARY 18950 PARK AVE S SUQUAMISH WA 98392 910754974 GOVERNMENT 5110 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP DEARBORN PARK ELEMENTARY 2820 S ORCAS ST SEATTLE WA 98108 916001541 GOVERNMENT 7140 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP DUNLAP ELEMENTARY 4525 S CLOVERDALE ST SEATTLE WA 98118 916001541 GOVERNMENT 12705 N/A N/A SCHOOL OVERNIGHT PROGRAM SCHOLARSHIP 22 0 GRADUATE PROGRAM SCHOLARSHIPS 11 35800 N/A N/A SUMMER TEACHERS INSTITUTE 13 2918 N/A N/A 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 2 21500 FAIR MARKET VALUE X 12 1018132 COST/SELLING PRICE X AUCTION ITEMS 91 134995 COST/SELLING PRICE 2 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE NUMBER OF STOCK DONATIONS REPRESENTS THE TOTAL NUMBER OF DONORS. THE NUMBER OF AUCTION ITEMS AND VEHICLES REFLECTS TOTAL NUMBER OF ITEMS RECEIVED. FORM 990, PART I, LINE 6, DESCRIPTION OF VOLUNTEERS: ISLANDWOOD HAS 97 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 26 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 EVERY YEAR THE BOARD MEMBERS ARE REQUIRED TO SIGN A NEW CONFLICT OF INTEREST DISCLOSURE FORM. THE RESPONSES ARE REVIEWED BY THE DIRECTOR OF FINANCE TO DETERMINE IF A CONFLICT EXISTS. IF A CONFLICT DOES ARISE, APPROPRIATE ACTION IS TAKEN. 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. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE MAINTAINED AT THE ORGANIZATION'S MAIN LOCATION AND ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -416,104.