2024-11-15T16:59:33-06:00 2023-12-31 911936013 Lux & Associates PS 909 S 336th Street Suite 101 Federal Way WA 98003 990 2023-01-01 810768260 Institute for Sustainable Diversity & Inclusion INST 2063620336 6015 NE 205th St Kenmore WA 98028 Barbara Deane Treasurer 2063620336 2024-11-15 1 0 Monna Lux P00355360 2538382936 2023 2024-10-15 13:58:12Z Barbara Deane 6015 NE 205th St Kenmore WA 98028 212121 0 X www.i4sdi.org X 2015 WA The Institute for Sustainable Diversity and Inclusion (ISDI) is dedicated to fostering diversity, equity, and inclusion (DEI) in organizations. ISDI is a non-profit organization with the primary purpose of strengthening individual and organizational capability for creating diverse, equitable and inclusive workplaces. ISDI continued its work in 2023 through three main service programs: the Northwest Diversity Learning Series (NWDLS), ISDI Consulting Services and Professional Development. 6 4 3 0 0 0 0 0 437932 210075 25 148 923 1898 438880 212121 0 0 0 0 253821 115093 0 0 0 133243 108339 387064 223432 51816 -11311 175545 125608 72625 33999 102920 91609 X The Institute for Sustaniable Diversity and Inclusion (ISDI) is a non-profit organization whose mission is to strengthen individual and organizational capability for creating diverse, equitable and inclusive workplaces. 0 0 159248 187446 Exposure To Best Practices In 2023, the Northwest Diversity Learning Series (NWDLS), in its 25th annual year, continued to offer substantial, insightful, and economical educational programming on diversity, equity, and inclusion (DEI) to managers and employees of organizations across various sectors including for-profit companies, governmental agencies, non-profit organizations, educational institutions, and small businesses. In 2023, 751 people attended the six NWDLS sessions (an average of 125 people per session), however, 1013 people registered for the sessions (an average of 169 people per session) who had access to the webinar recording if they were not able to attend the live webinar. Participants at each session received a comprehensive learning workbook tailored to the session's topic. ISDI also posted a wide-range of resources on our website after each session, encouraging people to continue their learning.World-Class Presenters and WorkshopsThe 2023 NW Diversity Learning Series, focused by its theme, "Maximize your DEI impact: Practice equity and inclusion every day,"presented six compelling, 2.5 hour bi-monthly learning workshops with world-class presenters each contributing deep insights to accountability: * Jan. 27, 2023: Develop and Enhance Your Everyday Practices to Foster Equity. This session presented the phenomenal work of Dr. Bernardo Ferdman, author of the seminal book, Diversity at Work: The Practice of Inclusion (Wiley, 2014). This book was the first research-based understanding of inclusion-a state-of-the-art presentation about how to systematically create inclusion, foster it, and navigate its challenges-we recognize that inclusion is not without its challenges. This session focused on the framework, perspectives, and actions that each person can take every day to foster equity and inclusion. * March 23, 2023: Sharpen Your DEI Emotional Intelligence. The Session was presented by Dr. Helen Abdali Soosan Fagan, is a Leadership, Diversity, and Inclusion scholar and practitioner. She holds multiple certifications in Diversity, Emotional Intelligence, and is a trained Executive Coach. Also, she is a qualified administrator of the Intercultural Development Inventory, which she has used in developing thousands of leaders and healthcare providers. This session focused on emotions that arise because Diversity, Equity and Inclusion (DEI) addresses who we are-how we identify ourselves, the perspectives that we bring, and what we believe is important. Developing the capacity to understand and manage feelings and deal effectively with others, no matter how great the differences, is a critical competence in today's diverse workplace.* May 18, 2023: Engage People in Ways that Open Their Minds. The session was presented by David McRaney, author of the international bestseller, How Minds Change (Portfolio, 2022). This session focused on the psychology that explains how people modify and change their beliefs, attitudes and values, and how to apply that knowledge to whatever one believes needs changing, whether it's within one mind or a great many. Part of the work in developing one's practice of equity and inclusion is to be competent in having conversations with people who disagree with you. * June 29, 2023: Advance Equity in Your Organization: Tell Stories with a Systems Lens. Our presenter was Minal Bopaiah, author of the Book, Equity: How to Design Organizations Where Everyone Thrives (Berrett-Koehler, 2021). She described equity as the outcome of fair and just systems and structures (think policies, practices and procedures), and depending on individual's positional power, they may or may not have the ability to change them. And yet, regardless of title or role, there are things each person can do to advance equity in their organization. One of those things is to be more mindful of how we talk about changes in the organization related to DEI through the stories we tell.* September 21, 2023: Learn Why Lived Experiences Matter. This session featured Dr. Marlon Gibson, Director of Community Engagement for Kappa Alpha Order Fraternity. With more than 10 years' experience leading complex and large projects, he creates presentations for a broad range of audiences, he facilitates varying levels of change management, and he serves as a subject matter expert on DE&I best practices, initiatives, and curriculum. This session explored the nature of lived experiences of people from marginalized and underrepresented groups-the lens, the backgrounds, the traditions, the cultures, and the perspectives they bring that are frequently not considered or listened to, particularly in white dominant organizations.* November 6, 2023: The Power of Us: Organizing Effective DEI Communities. Presenter for this session, Lily Zheng, is a dedicated DEI practitioner and advocate. Lily was named a Forbes D&I Trailblazer, 2021 DEI Influencer, and LinkedIn Top Voice on Racial Equity. She is the author of the book, DEI Deconstructed: Your No-Nonsense Guide to Doing the Work and Doing it Right (Berrett-Koehler, 2022). This session was a practical introduction on how to create, utilize, strategize about, and collaborate effectively with various kinds of DEI groups within one's organization.25th Anniversary Special EventsIn recognition of the 25th Anniversary of the NW Diversity Learning Series, three special events were offered for free to our sponsors, subscribers and the general public:* Barriers to Inclusion with Wade Henderson and Jennie Marie Durn (August 11, 2023). Over 299 people registered for this event, with an estimated 199 participating.* Anatomy of Hate with Mark Fowler at Tannenbaum (Oct. 5, 2023). Over 220 people registered for this event, with an estimated 137 participated.* Getting to Equal with Lauren Leader (December 7, 2023). Over 220 people registered for this event, with an estimated 158 participated.Engagement and NetworkingThe NWDLS facilitated networking among participant companies and organizations, serving as a vital link for sharing practices and building connections in DEI across Seattle and other regional areas. In 2023, 27 Sponsor and Subscriber companies and organizations participated along with additional individual participants from 28 other organizations. With sessions now being virtual, the geographic reach has extended beyond the Puget Sound region in Washington State to several other regions and states including Florida, Indiana and Missouri. 6986 24675 DEI Consulting ServicesIn 2023, ISDI experienced a notable decrease in consulting revenues, mirroring a broader trend affecting many organizations focused on DEI consulting. Despite this challenge, we continued to seek ways to expand our DEI programming and outreach. Our efforts continue to emphasize leadership development, board development, and organizational transformation, with the primary aim of facilitating developmental opportunities for senior leaders, board members, directors, and managers. These initiatives are designed to enhance their ability to lead efforts resulting in inclusive, equitable, and respectful workplaces and communities. However, we did provide services to three organizations. Looking ahead, we will be reassessing our strategy in 2024 and 2025 to explore alternative funding sources for our offerings, ensuring the continued sustainability and impact of our work. Professional DevelopmentThe D&I and HR Leaders Group continued as a crucial resource for DEI and HR leaders and practitioners. In addition to attending the 2023 NW Diversity Learning Series sessions to develop their DEI competencies, they also participate in six afternoon sessions with the presenter of the morning Series sessions where they share effective strategies, address challenges in the DEI space, and network with their peers. These afternoon sessions served 100 people across six sessions. In addition, ISDI provided the D&I and HR Leaders Group two Strategic Thinking Meetings in 2023. These two 3-hour professional development meetings for internal practitioners focused on the topics of, Fortifying DEI: A Toolkit for Responding to Assaults on DEI, and Exploring the "E" in DEI: Corporate responsibility for "Racial Equity."ISDI also meets with its Sponsors and Subscribers in two summer meetings to plan the following year's NW Diversity Learning Series. These are critical meetings to ensure the relevancy of the Series sessions to employers' workplace issues. MeasurementWe measure participants' knowledge and competency of each session by using the Kirkpatrick Level II evaluation model, which asks for the participants to report their knowledge and competency on the learning objectives, both before and after the training. The Kirkpatrick model is recognized by the training and development profession. 166234 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 WA Barbara Deane 2063620336 6015 NE 205th St Kenmore WA 98028 Amelia Ransom Director 1.00 X 0 0 0 Eddie Pate Director 1.00 X 0 0 0 Tim Trompeter Director 1.00 X 0 0 0 Kimberly Miyazawa-Frank Director 1.00 X 0 0 0 Effenus Henderson Henderworks Inc President 30.00 X 20000 0 0 Barbara Deane The GilDeane Group Secretary/Treasurer 30.00 X 10000 0 0 30000 0 0 0 0 0 0 0 Program Income 611430 185400 185400 Consulting 611430 24675 24675 210075 148 148 Donation 611430 1898 1898 1898 212121 212121 0 0 X 30000 30000 78500 78500 6593 6593 3028 3028 76757 64757 12000 1760 1760 243 243 5885 5885 298 298 1182 1182 1431 1431 Business taxes and lice 7405 7405 Website 5427 5427 Printing, publications 2213 2213 Bank Fees/Payroll Proce 1434 1434 1276 856 420 223432 166234 57198 0 77153 26834 98327 98774 65 175545 125608 1425 10354 71200 23645 72625 33999 X 0 0 0 0 102920 91609 102920 91609 175545 125608 -11311 0 X 0 0 0 X 14 923 1898 2835 124343 124995 294658 437931 210075 1192002 124343 124995 294672 438854 211973 1194837 0 0 0 1194837 124343 124995 294672 438854 211973 1194837 1.00000 1.00000 0.00000 X Form 990, Part VI, Section B, line 11b The 990 won't be submitted to the Board prior to filing, and they have not asked to review it. Form 990, Part VI, Section C, line 18 Upon request by contacting the organization Form 990, Part VI, Section C, line 19 Upon request by contacting the organization Form 990, Part VII Contact Addresses for Officers, Directors, Etc Effenus Henderson, Henderworks, Inc - 135 S 300th Place, Federal Way, WA 98003. Barbara Deane, The GilDeane Group - 6015 NE 205th St, Kenmore, WA 98028. Amelia Ransom - 7903 S Lakeridge, Seattle, WA 98178. Eddie Pate - 2122 NW 204th St, Shoreline, WA 98177. Tim Trompeter - 1515 Pheasant Lane, Olympia , WA 98502. Kimberly Miyazawa-Frank - 8395 East Mercer Way, Mercer Island , WA 98040. Form 990, Part IX, line 11g Presenters-NWDLS & Special Events: Program service expenses 48,800. Management and general expenses 0. Fundraising expenses 0. Total expenses 48,800. Consultants: Program service expenses 7,076. Management and general expenses 12,000. Fundraising expenses 0. Total expenses 19,076. ASL Interpreter: Program service expenses 4,560. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,560. Project Management: Program service expenses 910. Management and general expenses 0. Fundraising expenses 0. Total expenses 910. Graphic Designer: Program service expenses 1,890. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,890. Video Services: Program service expenses 1,521. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,521.