2024-05-13T11:20:04-05:00 2023-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2022-07-01 311654076 ISLANDWOOD ISLA 2068554300 4450 BLAKELY AVENUE NE BAINBRIDGE ISLAND WA 981102257 MEGAN KARCH CEO 2068554300 2024-05-09 1 MEGAN KARCH 999009999 0 SARAH B HUANG P00745974 4254544919 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MEGAN KARCH 4450 BLAKELY AVENUE NE BAINBRIDGE ISLAND WA 981102257 9863942 0 X WWW.ISLANDWOOD.ORG X 1999 WA TO PROVIDE EXCEPTIONAL LEARNING EXPERIENCES & INSPIRE LIFELONG ENVIRONMENTAL & COMMUNITY STEWARDSHIP 28 28 182 91 1718844 23541 4155768 3558270 2714045 3673978 1516546 698958 1193670 1602480 9580029 9533686 378823 307293 0 0 5263067 6183371 0 0 1109922 3545444 4360264 9187334 10850928 392695 -1317242 49374081 49349403 1899952 2199208 47474129 47150195 X THE PRIMARY GOAL IS TO HELP CHILDREN & ADULTS DEVELOP A COMMITMENT TO LIFELONG LEARNING & ENVIRONMENTAL AND COMMUNITY STEWARDSHIP THROUGH HANDS-ON LEARNING EXPERIENCES COMBINING SCIENCE, TECHNOLOGY, & THE ARTS AT ISLANDWOOD'S 255-ACRE OUTDOOR LEARNING CENTER AND IN SCHOOLS. 0 0 8375612 307293 3673978 ISLANDWOOD DELIVERS EDUCATIONAL EXPERIENCES THAT HELP CHILDREN AND ADULTS ALIKE UNDERSTAND THEIR ENVIRONMENT AND DISCOVER THE IMPACT THEY CAN HAVE ON THE WORLD AND THEIR COMMUNITIES. OUR PLACE-BASED, EXPERIENTIAL LEARNING PROGRAMS FOR PUGET SOUND AREA SCHOOLS ARE OFFERED ON OUR BAINBRIDGE ISLAND, WASHINGTON CAMPUS, AT THE BRIGHTWATER WASTEWATER TREATMENT PLANT IN WOODINVILLE, WASHINGTON, AND IN SEATTLE SCHOOLS AND COMMUNITIES. ISLANDWOOD EXTENDS ITS IMPACT ON ELEMENTARY STUDENTS THROUGH OUR GRADUATE PROGRAM IN EDUCATION, THE DEVELOPMENT OF ELEMENTARY SCHOOL CURRICULUM, TEACHER TRAINING PROGRAMS, AND STATEWIDE ADVOCACY INITIATIVES. CONTINUED ON SCHEDULE O.ISLANDWOOD'S FOUNDATIONAL GRADUATE PROGRAM, OFFERED IN PARTNERSHIP WITH THE UNIVERSITY OF WASHINGTON COLLEGE OF EDUCATION, IS A 10-MONTH IMMERSIVE RESIDENCY IN JUSTICE-ORIENTED ENVIRONMENTAL EDUCATION EXPERIENTIAL, STUDENT-CENTERED LEARNING AND CULTURALLY RESPONSIVE TEACHING AND CURRICULUM DEVELOPMENT. IN FISCAL YEAR 2022-2023, 17 STUDENTS EARNED THEIR GRADUATE CERTIFICATE. ISLANDWOOD IS HELPING TEACHERS CONNECT SCIENCE LEARNING TO STUDENTS' LIVES, ENVIRONMENT, AND COMMUNITIES THROUGH ITS TEACHER PROFESSIONAL DEVELOPMENT SERIES IN THE NEXT GENERATION SCIENCE STANDARDS. DURING THE 2022-2023 FISCAL YEAR, OVER 300 TEACHERS PARTICIPATED IN THE SERIES. ISLANDWOOD'S PUBLIC EVENTS AND PROGRAMS, MEETING AND RETREAT BUSINESS, AND SUMMER CAMPS BROUGHT AN ADDITIONAL 10,000 PEOPLE TO OUR CAMPUS DURING THE 2022-2023 FISCAL YEAR, MANY OF WHOM PARTICIPATED IN PROGRAMMING DESIGNED TO UNLOCK CURIOSITY AND UNDERSTANDING ABOUT OUR ENVIRONMENT AND OUR WORLD. 8375612 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 72 0 182 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MEGAN KARCH 2068554300 4450 BLAKELY AVE NE BAINBRIDGE IS WA 98110 JASON BAUMGARTEN PRESIDENT 4.00 X X 0 0 0 FRED KLEISNER TREASURER 2.00 X X 0 0 0 CAMILLE GIBSON SECRETARY 2.00 X X 0 0 0 BISI AKINOLA DIRECTOR 2.00 X 0 0 0 MARC BEREJKA DIRECTOR 2.00 X 0 0 0 LAURY BRYANT DIRECTOR 2.00 X 0 0 0 LAURA CLISE DIRECTOR 2.00 X 0 0 0 LARRY ESTRADA DIRECTOR 2.00 X 0 0 0 ELLIE FIELDS DIRECTOR 2.00 X 0 0 0 DAVE GOLDBERG DIRECTOR 2.00 X 0 0 0 LESLIE GORDON DIRECTOR 2.00 X 0 0 0 LOIS HARTMAN DIRECTOR 2.00 X 0 0 0 GRETCHEN HUND ANDREW DIRECTOR 2.00 X 0 0 0 DAVID JOHNSON DIRECTOR 0.00 X 0 0 0 CHASITY MALATESTA DIRECTOR 2.00 X 0 0 0 DAN MEYER DIRECTOR 2.00 X 0 0 0 NATE MILES DIRECTOR 2.00 X 0 0 0 SARA MOOREHEAD DIRECTOR 2.00 X 0 0 0 BEN NIMMERGUT DIRECTOR 2.00 X 0 0 0 YOKO OKANO DIRECTOR 2.00 X 0 0 0 SARA OTEPKA DIRECTOR 2.00 X 0 0 0 BEN PACKARD DIRECTOR 2.00 X 0 0 0 NATHANIEL PIPER DIRECTOR 2.00 X 0 0 0 WILL RAVA DIRECTOR 2.00 X 0 0 0 STACEY STURGESS DIRECTOR 2.00 X 0 0 0 POOJA TANDON DIRECTOR 2.00 X 0 0 0 KELVIN WASHINGTON DIRECTOR 2.00 X 0 0 0 DAVID WU DIRECTOR 2.00 X 0 0 0 MEGAN KARCH CEO 40.00 X 249540 0 18589 HUMPHREYS MUNAI CFOO 40.00 X 172433 0 17698 JENNIFER KIM VP OF PHILANTHROPY 40.00 X 143332 0 16202 ELIZABETH BARNICK DIRECTOR OF PEOPLE & CULTURE 40.00 X 103386 0 2493 DARREN KERBS DIRECTOR OF PHILANTHROPY 40.00 X 102896 0 13976 771587 0 68958 5 0 1 0 WONDERLAND CLEANING LLC 1067 NW CAREY STREET POULSBO WA 98370 LAUNDRY AND CLEANING 546512 BDP NETWORKS LLC 16300 CHRISTENSON RD STE 304 SEATTLE WA 98188 IT SUPPORT 230196 GLENMEDE 1650 MARKET STREET STE 1200 PHILADELPHIA PA 98103 INVESTMENT MANAGEMENT 111972 3 1047418 1244688 1266164 149958 3558270 TUITION-OVERNIGHT 611600 1372698 1372698 EDUC. CONFERENCE FEES 611600 1142489 1142489 GRADUATE PROGRAM 611600 613768 613768 EDUCATION PROGRAM FEES 611600 520708 520708 COMMUNITY EVENTS 900099 24315 24315 3673978 545989 545989 51300 2030 49270 49270 49270 152169 800 0 0 152169 800 152969 152969 156514 1047418 325907 -169393 -169393 2760 2319 441 441 EVENT REVENUE 611600 1718844 1718844 CEDAR SALES 900099 1160 1160 IRS REFUND 900099 1132 1132 1026 1026 1722162 9533686 3673978 1718844 582594 70190 70190 237103 237103 458261 360179 53985 44097 4503340 3598152 235509 669679 110355 90295 4731 15329 587803 479187 29315 79301 523612 426702 27429 69481 22317 22317 48715 48715 24000 24000 111972 111972 561045 446982 95862 18201 123150 72958 30850 19342 156617 107690 22287 26640 509361 289314 168554 51493 185538 136803 48229 506 27090 25819 753 518 4758 4758 1050161 772924 268439 8798 175227 129200 45550 477 FOOD 672562 651923 16747 3892 MAINTENANCE & REPAIRS 275022 204278 69988 756 PROGRAMMATIC SUPPORT 209242 188067 15975 5200 TAXES 65811 54937 10874 137676 8909 32555 96212 10850928 8375612 1365394 1109922 940846 1102222 1031411 924210 1605153 1315634 323452 458400 98711 81137 239062 226653 47364175 19979993 28204391 27384182 14778995 15720433 1934940 1913117 217120 223415 49374081 49349403 668113 695633 1231839 1503575 1899952 2199208 X 27504986 27026502 19969143 20123693 47474129 47150195 49374081 49349403 X -1317242 986308 7000 X 0 1 X 1 0 X 3396369 2268668 3816715 4155768 3558270 17195790 3396369 2268668 3816715 4155768 3558270 17195790 2048440 15147350 533909 415982 286368 398912 597289 2232460 297 21 86 3318 3722 19431972 14651920 0.77950 0.75970 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 297. 2019 AMOUNT: $ 21. 2021 AMOUNT: $ 86. 2022 AMOUNT: $ 3,318. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 24000 24000 0 PART II-B, LINE 1: STATE LEGISLATIVE LOBBYING FOR THE FOLLOWING: NON-PROFIT AND EDUCATIONAL SERVICE DISTRICT SUPPORTED NGSS/CLIMATE SCIENCE TEACHER PROFESSIONAL DEVELOPMENT FUNDING. 17609383 100 1637393 208043 496214 111972 18430647 20542555 100 -2014452 278815 524646 115359 17609383 17815886 10000 4488132 190585 1465659 115219 20542555 18605475 150600 -133149 272000 426251 108789 17815886 18254626 445330 713709 272500 432051 103639 18605475 0.00000 0.94060 0.05940 0 0 6400000 6400000 38154533 17849456 20305077 2140151 1963624 176527 669491 166913 502578 27384182 10327395 986308 -196948 789360 9538035 -4349 -4349 9533686 10651329 -2651 -2651 10653980 111972 84976 196948 10850928 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 AND TO SUPPORT OUR BAINBRIDGE ISLAND COMMUNITY PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSE REPORTED ON PART IX -84,976. INVESTMENT EXPENSES REPORTED ON PART IX -111,972. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST GIFT SHOP SALES -2,319. RENTAL EXPENSES REPORTED ON PART VIII -2,030. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST GIFT SHOP SALES 2,319. RENTAL EXPENSES REPORTED ON PART VIII 2,030. REVERSAL OF PRIOR YEAR GRANT EXPENSE -7,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: EVENT EXPENSE REPORTED ON PART IX 84,976. 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 STATED ON ISLANDWOOD'S WEBSITE AND BROCHURES. DINNER IN THE WOODS 1203932 1047418 156514 99913 14099 211895 1203932 1047418 156514 99913 14099 211895 325907 -169393 1 SARTORI ELEMENTARY SCHOOL 332 PARK AVE NORTH RENTON WA 98057 916001635 GOVERNMENT 10150 0 SCHOLARSHIPS ROBERT EAGLE MIDDLE SCHOOL 1330 N 90TH ST SEATTLE WA 98103 916001541 GOVERNMENT 20575 0 SCHOLARSHIPS FAIRMOUNT PARK ELEMENTARY SCHOOL 3800 SW FINDLAY ST SEATTLE WA 98106 916001541 GOVERNMENT 9555 0 SCHOLARSHIPS BAILEY GATZERT ELEMENTARY SCHOOL 1301 YESLER WAY SEATTLE WA 98122 916001541 GOVERNMENT 7850 0 SCHOLARSHIPS SEATTLE NATIVITY SCHOOL 4200 S MEAD STREET SEATTLE WA 98118 453088244 501(C)(3) 6270 0 SCHOLARSHIPS 5 0 SCHOLARSHIPS AND STIPENDS TO GRADUATE STUDENTS 17 237103 BOOK AMOUNT SCHOLARSHIPS FOR STUDENTS ENROLLED IN ISLANDWOOD'S GRAUDATE PROGRAM 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 AND A MONTHLY STIPEND IS GIVEN TO ALL STUDENTS TO HELP OFFSET THE COST OF TUITION. X X X 0 0 0 0 0 0 0 1 0 MEGAN KARCH CEO 199540 0 50000 0 0 0 8708 0 9881 0 268129 0 0 0 HUMPHREYS MUNAI CFOO 147433 0 25000 0 0 0 6946 0 10752 0 190131 0 0 0 JENNIFER KIM VP OF PHILANTHROPY 143332 0 0 0 0 0 5740 0 10462 0 159534 0 0 0 PART I, LINE 7 THE BONUS AMOUNT FOR THE CEO WAS DETERMINED AT THE DISCRETION OF THE BOARD OF DIRECTORS. THE BONUS AMOUNT FOR THE CFOO WAS DETERMINED AT THE DISCRETION OF THE CEO. X 4 26079 FAIR MARKET VALUE X AUCTION ITEMS 55 122379 FAIR MARKET VALUE X SUPPLIES 1 1500 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART I, LINE 6, DESCRIPTION OF VOLUNTEERS: ISLANDWOOD HAD 63 ACTIVE VOLUNTEERS WHO WORKED APPROXIMATELY 938 HOURS LEADING EDUCATIONAL TOURS, OPERATING THE GEAR LIBRARY, SUPPORTING COMMUNITY PROGRAMS AND SPECIAL EVENTS. WE ALSO HAD 28 VOLUNTEER BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE AND THE COO OR CEO 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 CEO PERFORMS A REVIEW OF EACH SENIOR VICE PRESIDENT (SVP) EVERY YEAR. THE SALARIES OF THE SVP'S ARE APPROVED BY THE BOARD DURING THE BUDGETING PROCESS. THE CEO'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD. IN ADDITION, THE ORGANIZATION ANNUALLY MONITORS MARKET DATA TO COMPARE THE SVP COMPENSATION TO THE MARKET. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: REVERSAL OF PRIOR YEAR GRANT EXPENSE 7,000.