2025-11-12T18:33:02-06:00 2024-12-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-01-01 680160429 BUCK INSTITUTE FOR EDUCATION BUCK 4158830122 999 FIFTH AVENUE 200 SAN RAFAEL CA 94901 YANCY HAWKINS TREASURER 4158830122 2025-11-12 1 1 KATY BROWN P00650274 9257902600 2025-11-12 2024 2025-03-06 01:10:19Z X PBL WORKS ROBERT C LENZ 999 FIFTH AVENUE 200 SAN RAFAEL CA 94901 12496175 0 X WWW.PBLWORKS.ORG X 1988 CA BUCK INSTITUTE FOR EDUCATION BUILDS THE CAPACITY OF TEACHERS TO DESIGN AND FACILITATE QUALITY PROJECT BASED LEARNING AND THE CAPACITY OF SCHOOL AND SYSTEM LEADERS TO SET THE CONDITIONS FOR TEACHERS TO IMPLEMENT GREAT PROJECTS WITH ALL STUDENTS. 8 8 138 9 0 0 4178136 1362434 14809095 10574973 68547 209444 2020 255911 19057798 12402762 0 0 0 0 10725735 9620405 0 0 386307 6799115 4538194 17524850 14158599 1532948 -1755837 14333156 11442593 3054288 1926420 11278868 9516173 X AT PBLWORKS, WE BUILD THE CAPACITY OF TEACHERS TO DESIGN AND FACILITATE QUALITY PROJECT BASED LEARNING AND THE CAPACITY OF SCHOOL AND SYSTEM LEADERS TO SET THE CONDITIONS FOR TEACHERS TO IMPLEMENT GREAT PROJECTS WITH ALL STUDENTS. 0 1 5211654 4718047 TEACHER PROFESSIONAL DEVELOPMENT SERVICES - BUCK INSTITUTE FOR EDUCATION PROVIDES PROFESSIONAL DEVELOPMENT SERVICES TO HUNDREDS OF SCHOOLS YEARLY IN THE U.S. AND ABROAD, GIVING TEACHERS THE SKILLS AND KNOWLEDGE NEEDED TO DESIGN, ASSESS, AND MANAGE RIGOROUS, RELEVANT, AND STANDARDS-BASED PROJECTS THROUGH OUR FOUNDATIONAL GOLD STANDARD PBL 101 WORKSHOP AND SUSTAINED SUPPORT VISITS. PROJECT 125 2283436 2647294 DISTRICT IMPLEMENTATION SUPPORT SERVICES - BUCK INSTITUTE FOR EDUCATION PROVIDES PBL IMPLEMENTATION SUPPORT SERVICES TO DOZENS OF U.S. SCHOOL DISTRICTS, SUPPORTING MORE THAN 20,000 TEACHERS AND LEADERS NATIONWIDE. WITH THIS THREE-YEAR PARTNERSHIP, BUCK INSTITUTE FOR EDUCATION NOT ONLY SUPPORTS THE DEVELOPMENT OF TEACHERS WITH OUR TEACHER PROFESSIONAL DEVELOPMENT SERVICES BUT ALSO FOCUSES ON THE LEADERSHIP AND ORGANIZATIONAL DEVELOPMENT NEEDED TO SUSTAIN SYSTEM-WIDE GOLD STANDARD PBL IMPLEMENTATION. PROJECT 225 3611855 2466211 BUCK INSTITUTE FOR EDUCATION OFFERS CONFERENCES FOR PROJECT BASED LEARNING (PBL) THAT INCLUDE PROFESSIONAL LEARNING OPPORTUNITIES FOR TEACHERS, LEADERS, AND INSTRUCTIONAL COACHES. THESE EVENTS INCLUDE BUCK INSTITUTE FOR EDUCATION'S EXEMPLARY WORKSHOPS, INSPIRING KEYNOTE SPEAKERS, AND COMMUNITY BUILDING OPPORTUNITIES TO CATALYZE TRANSFORMATIONAL CHANGE IN TEACHING AND LEARNING. PBL WORLD IS HOSTED BY BUCK INSTITUTE FOR EDUCATION AND IT'S THE PREMIER CONFERENCE FOR PROJECT BASED LEARNING. PBLWORLD 2021 WAS HOSTED IN PERSON. PROJECT 700 826937 832720 PUBLICATIONS & BOOKS SALES, ONLINE LEARNING PLATFORM 826937 832720 11933882 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 247 0 1 138 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA HI X ROBERT C LENZ 4158830122 999 FIFTH AVENUE 200 SAN RAFAEL CA 94901 ROBERT C LENZ CHIEF EXECUTIVE OFFICER 37.50 X 336741 0 65573 CHRIS WALSH CHIEF PRODUCT & TECH. OFFICER 37.50 X 212845 0 69400 KATHLEEN SCHWILLE ED OF TEACHING & ASSESSMENT 37.50 X 221377 0 14333 DAVID BADILLO SR. DIR. OF BUSINESS DEVELOPMENT 37.50 X 183758 0 51469 CRISTINA WALDFOGEL ED OF PROFESSIONAL SERVICES 37.50 X 197288 0 35161 JULIA CHIH CHIEF OPERATING OFFICER 37.50 X 204640 0 15247 LISA MIRELES MANAGING DIR. OF DIGITAL CURRICULUM 37.50 X 172936 0 38704 RHONDA HILL SR. DIRECTOR OF DISTRICT SERVICES 37.50 X 148213 0 42287 SALLY KINGSTON CHIEF IMPACT OFFICER (THRU 2/24) 37.50 X 138874 0 11814 NATASHA THOMPSON CHIEF OF STAFF 37.50 X 86406 0 22537 VIRGEL HAMMONDS PRESIDENT, BOARD CHAIR 5.00 X X 0 0 0 VALERIE GREENHILL VICE CHAIR 1.00 X X 0 0 0 YANCY HAWKINS TREASURER 2.00 X X 0 0 0 FELICIA CUMINGS SMITH SECRETARY 1.00 X X 0 0 0 ANNMARIE BAINES BOARD MEMBER (THRU 5/24) 1.00 X 0 0 0 LORETTA GOODWIN BOARD MEMBER 1.00 X 0 0 0 JOHN GONZALEZ BOARD MEMBER 1.00 X 0 0 0 CARLOS MORENO BOARD MEMBER 1.00 X 0 0 0 JONATHAN RAYMOND BOARD MEMBER 1.00 X 0 0 0 1903078 0 366525 46 0 1 0 SCHOOLHOUSE PARTNERS 112 SOUTH ROYAL STREET SUITE D ALEXANDRIA VA 22314 STRATEGIC PLANNING & PBL NOW CURRICULUM 283815 PERFECT TIMING PERSONNEL SERVICES INC 3030 BRIDGEWAY SUITE 211 SAUSALITO CA 94965 PERSONNEL SERVICES 261626 USC UNIVERSITY OF SOUTHERN CALIFORNIA 3500 S FIGUEROA STREET SUITE 102 LOS ANGELES CA 900898001 CONSULTANTS AND PROFESSIONALS - RESEARCH 224834 BANYAN KITCHEN & CATERING 4655 EXECUTIVE DRIVE SUITE 100 SAN DIEGO CA 92121 FOOD AND CATERING 204130 TRIVIUM EDUCATION SERVICES PRIVATE LIMIT F-4 SECOND FLOOR OKHLA INDUSTRIAL NEW DELHI SALESIAN IN 110020 CONSULTANTS AND PROFESSIONALS - PRODUCT 157361 12 1362434 8243 1362434 WORKSHOP FEES 611710 6977127 6977127 EVENT REGISTRATION FEE 900099 2153885 2153885 FEES FOR SERVICES 900099 1190987 1190987 SCHOOL LEADERSHIP NETW 900099 252974 252974 10574973 209444 209444 34485 34485 148227 93413 54814 54814 MISCELLANEOUS INCOME 900099 153871 153871 BAD DEBT - RECOVERIES 900099 12741 12741 166612 12402762 10664272 0 376056 1164077 116475 1047602 6662680 6542134 120546 284637 277334 7303 946401 925746 20655 562610 509042 43765 9803 46657 44192 1543 922 166198 166198 5668 1447 4221 1062159 649297 230609 182253 197531 188270 9261 229419 176708 50246 2465 674220 612832 53909 7479 345888 345697 119 72 566286 359740 195865 10681 710940 672971 34671 3298 334136 316480 11047 6609 37376 35401 1236 739 TRAINERS & FACILITATOR 132466 132466 29250 29097 153 14158599 11933882 1838410 386307 190481 66397 7925510 3861646 1488193 200000 1343731 1126287 1396 67990 263924 255885 557017 543004 51127 14013 510553 4172688 2558241 1677687 14333156 11442593 1899345 1440665 585363 253290 569580 232465 3054288 1926420 X 7282651 8626210 3996217 889963 11278868 9516173 14333156 11442593 -1755837 -6858 0 X 0 1 X 1 1 1 X 2186485 1771413 5249424 4178136 1362434 14747892 5062770 8566643 11314269 14786042 10629787 50359511 7249255 10338056 16563693 18964178 11992221 65107403 876341 910647 3862924 3521440 1025297 10196649 638530 1030404 411568 452800 1541435 4074737 1514871 1941051 4274492 3974240 2566732 14271386 50836017 8251 11393 23944 174742 243929 462259 8251 11393 23944 174742 243929 462259 10065 543 30889 1125 166612 209234 7267571 10349992 16618526 19140045 12402762 65778896 0.77280 0.79300 0.00700 0.00380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25511 23916 1595 531506 519088 12418 14013 BENEFICIAL INTEREST IN MARIN COMMUNITY FNDTN ASSETS 705503 DEPOSITS 33804 RIGHT OF USE ASSET 200505 EMPLOYEE RETENTION CREDIT 737875 1677687 LEASE LIABILITY 232465 232465 X 12611453 -6858 134877 -12741 115278 12496175 -93413 -93413 12402762 14374148 134877 80672 215549 14158599 0 14158599 PART X, LINE 2: THE ORGANIZATION HAS RECEIVED NOTIFICATION FROM THE INTERNAL REVENUE SERVICE AND THE STATE OF CALIFORNIA THAT IT QUALIFIES FOR TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE EXEMPTIONS ARE SUBJECT TO PERIODIC REVIEW BY THE FEDERAL AND STATE TAXING AUTHORITIES AND MANAGEMENT IS CONFIDENT THAT THE ORGANIZATION CONTINUES TO SATISFY ALL FEDERAL AND STATE STATUTES IN ORDER TO QUALIFY FOR CONTINUED TAX EXEMPTION STATUS. THE ORGANIZATION MAY PERIODICALLY RECEIVE UNRELATED BUSINESS INCOME (SUCH AS ADVERTISING INCOME, ETC.) REQUIRING THE ORGANIZATION TO FILE SEPARATE TAX RETURNS UNDER FEDERAL AND STATE STATUTES. THE ORGANIZATION ALSO HAS CERTAIN TRANSACTIONS REQUIRING THE PAYMENT OF VALUE ADDED TAXES. UNDER SUCH CONDITIONS, THE ORGANIZATION CALCULATES AND ACCRUES THE APPLICABLE TAXES. THE ORGANIZATION IS NOT SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, NOR FOR ANY PRIOR YEARS. THE ORGANIZATION ASSESSES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN AGAINST MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTES FOR FINANCIAL STATEMENT RECOGNITION. BASED ON AN ANALYSIS PREPARED BY THE ORGANIZATION, IT WAS DETERMINED THAT THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT - RECOVERIES -12,741. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -93,413. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 93,413. BAD DEBT - RECOVERIES -12,741. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 14 PROGRAM SERVICES SUPPORT EDUCATORS WITH PROJECT BASED LEARNING 106354 EAST ASIA AND THE PACIFIC 0 4 PROGRAM SERVICES SUPPORT EDUCATORS WITH PROJECT BASED LEARNING 18611 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES SUPPORT EDUCATORS WITH PROJECT BASED LEARNING 1220 0 19 0 0 0 19 126185 0 126185 0 0 0 0 0 0 X 0 0 0 1 0 0 0 0 0 ROBERT C LENZ CHIEF EXECUTIVE OFFICER 336741 0 0 0 0 0 20558 0 45015 0 402314 0 0 0 CHRIS WALSH CHIEF PRODUCT & TECH. OFFICER 212845 0 0 0 0 0 13375 0 56025 0 282245 0 0 0 KATHLEEN SCHWILLE ED OF TEACHING & ASSESSMENT 221377 0 0 0 0 0 13254 0 1079 0 235710 0 0 0 DAVID BADILLO SR. DIR. OF BUSINESS DEVELOPMENT 183758 0 0 0 0 0 11426 0 40043 0 235227 0 0 0 CRISTINA WALDFOGEL ED OF PROFESSIONAL SERVICES 197288 0 0 0 0 0 11791 0 23370 0 232449 0 0 0 JULIA CHIH CHIEF OPERATING OFFICER 194640 0 10000 0 0 0 12280 0 2967 0 219887 0 0 0 LISA MIRELES MANAGING DIR. OF DIGITAL CURRICULUM 172936 0 0 0 0 0 10706 0 27998 0 211640 0 0 0 RHONDA HILL SR. DIRECTOR OF DISTRICT SERVICES 148213 0 0 0 0 0 9552 0 32735 0 190500 0 0 0 SALLY KINGSTON CHIEF IMPACT OFFICER (THRU 2/24) 63874 0 75000 0 0 0 8325 0 3489 0 150688 0 0 0 PART I, LINE 5 PBLWORKS HAS AN ANNUAL POTENTIAL REWARDS PAYOUT (BONUS) OF UP TO 1% OF BASE SALARY FOR EACH QUALIFYING EMPLOYEE IN A YEAR WITH STRONG PERFORMANCE AND THE POTENTIAL FOR AN ADDITIONAL 1% IN A YEAR WITH OUTSTANDING RESULTS. PAYOUT BASED ON A HOLISTIC ASSESSMENT OF ORGANIZATIONAL GOAL ACHIEVEMENT. THE ORGANIZATION MUST MEET ITS ANNUAL FINANCIAL GOAL AS A NECESSARY (BUT NOT SUFFICIENT) QUALIFYING CONDITION IN ORDER FOR A REWARDS PAYMENT TO BE CONTEMPLATED FOR THE YEAR; THE DETERMINATION WILL BE BASED ON PERFORMANCE ACROSS THE TOTALITY OF THE ORGANIZATIONAL GOALS. NO PAYMENT WILL BE MADE IN A YEAR IN WHICH THERE IS A DEFICIT IN NET REVENUE, UNLESS STATED AND APPROVED BY THE BOARD IN THE ANNUAL GOALS. FORM 990, PART III, LINE 3 POST COVID-19 WE SHIFTED FROM ONLINE ONLY MODEL TO A HYBRID MODEL UTILIZING ONSITE AND ONLINE MODES FOR PROFESSIONAL DEVELOPMENT WORKSHOPS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND APPROVED BY THE SENIOR DIRECTOR OF FINANCE, ADMINISTRATION, AND THE TREASURER. AND A COMPLETE COPY OF THE FORM 990 WILL BE PROVIDED TO ALL MEMBERS OF THE GOVERNING BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL CONFLICTS ARE REVIEWED ANNUALLY. ANY BOARD MEMBER WHO MAY BE INVOLVED IN A BUSINESS TRANSACTION IN WHICH THERE IS A POSSIBLE CONFLICT OF INTEREST SHALL NOTIFY THE EXECUTIVE DIRECTOR AND BOARD CHAIR. THE BOARD MEMBER SHALL REFRAIN FROM VOTING ON ANY SUCH TRANSACTION, PARTICIPATING IN DELIBERATIONS CONCERNING IT OR USING PERSONAL INFLUENCE IN ANY WAY IN THE MATTER. THE BOARD MEMBER'S PRESENCE MAY NOT BE COUNTED IN DETERMINING THE QUORUM FOR ANY VOTE WITH RESPECT TO THE BUSINESS TRANSACTION IN WHICH SHE OR HE HAS A POSSIBLE CONFLICT OF INTEREST. ANY EXECUTIVE OFFICER WHO MAY BE INVOLVED IN A BUSINESS TRANSACTION IN WHICH THERE IS A POSSIBLE CONFLICT OF INTEREST SHALL REPORT THE POSSIBLE CONFLICT TO THE EXECUTIVE DIRECTOR. IF THE POSSIBLE CONFLICT INVOLVES THE EXECUTIVE DIRECTOR, THE POSSIBLE CONFLICT SHALL BE REPORTED TO THE BOARD CHAIR INSTEAD. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE MET INDEPENDENT OF THE EXECUTIVE DIRECTOR TO REVIEW HIS PERFORMANCE. THE COMMITTEE REVIEWED SALARY DATA FROM AN ANNUAL SALARY REPORT THAT INCLUDED INFORMATION FROM NATIONAL AND BAY AREA NONPROFITS OF COMPARABLE SIZE IN ANNUAL REVENUE. THE EXECUTIVE DIRECTOR MEETS WITH THE DIRECTOR OF FINANCE ANNUALLY TO REVIEW PERFORMANCE. THE EXTERNAL HR ADVISOR COMPILED AND REVIEWED SALARY DATA FROM AN ANNUAL SALARY REPORT THAT INCLUDED INFORMATION FROM NATIONAL AND BAY AREA NONPROFITS OF COMPARABLE SIZE IN ANNUAL REVENUE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE.