2024-07-03T12:04:52-05:00 2023-12-31 912011386 JACOBSON JARVIS & CO PLLC 200 1ST AVE W SUITE 200 SEATTLE WA 98119 990 2023-01-01 911327775 NORTH CASCADES INSTITUTE NORT 3608542599 810 STATE ROUTE 20 SEDROWOOLLEY WA 982841239 BEC DETRICH EXECUTIVE DIRECTOR 3608542599 2024-06-25 1 BEC DETRICH 999009999 0 ZOE JOENS CPA P02389255 2066288990 2024-06-25 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z BEC DETRICH 810 STATE ROUTE 20 SEDROWOOLLEY WA 982841239 5749715 0 X WWW.NCASCADES.ORG X 1986 WA INSPIRE ENVIRONMENTAL STEWARDSHIP THROUGH TRANSFORMATIVE LEARNING EXPERIENCES IN NATURE. 18 18 76 23 0 0 1735101 2282468 1132036 1284503 353747 247232 552617 894660 3773501 4708863 509963 468911 0 0 2670249 2833877 0 0 348922 892701 1209237 4072913 4512025 -299412 196838 8007979 8910640 456966 472142 7551013 8438498 X THE INSTITUTE'S MISSION IS TO INSPIRE ENVIRONMENTAL STEWARDSHIP THROUGH TRANSFORMATIVE LEARNING EXPERIENCES IN NATURE. 0 0 944228 247713 328376 MOUNTAIN SCHOOL - THIS PROGRAM IS AN IMMERSIVE ENVIRONMENTAL EDUCATION PROGRAM FOR 5TH GRADE CLASSES THAT HAS BEEN SERVING REGIONAL SCHOOLS SINCE 1990. THROUGH HANDS-ON INTERDISCIPLINARY ACTIVITIES, STUDENTS ARE CONNECTED TO THE NATURAL AND CULTURAL HISTORY OF OUR REGION, FORM CONNECTIONS WITH THEIR CLASSMATES AND THE ENVIRONMENT, AND SHARPEN THEIR UNDERSTANDING OF THEIR OWN IDENTITIES.IN SPRING 2023, THE INSTITUTE MODIFIED THE SCHEDULE TO SERVE STUDENTS WHO HAD THEIR PROGRAMS CANCELED IN FALL 2022 DUE TO SMOKE FROM TWO NEARBY WILDFIRES, WHICH RESULTED IN SERVING STUDENTS FROM 15 SCHOOLS WITH SHORTER PROGRAMS. THE INSTITUTE ALSO DEBUTED A NEW CURRICULUM, "NORTH CASCADES CONNECTIONS," WHICH PRESENTS A THEME OF INTERCONNECTION BETWEEN STUDENTS, THE NORTH CASCADES BIOREGION AND THE PLACES THAT THEY CALL HOME. IN TOTAL, 2,059 STUDENTS VISITED THE LEARNING CENTER THIS SEASON, WITH A TOTAL OF 5,285 LEARNER DAYS.THE FALL 2023 SEASON WAS CANCELED DUE TO THE SOURDOUGH FIRE. AN ADDITIONAL 1,500 STUDENTS, CHAPERONES, AND TEACHERS WOULD HAVE VISITED THE LEARNING CENTER THIS SEASON. SOME OF THESE SCHOOLS HAVE BEEN RESCHEDULED IN THE SPRING, AND OTHERS HAVE FOUND ALTERNATIVE PROGRAMS FOR THE 2023-24 SCHOOL YEAR. 1034092 359628 CONNECTIONS - THIS PROGRAM PROVIDES WHATCOM COUNTY STUDENTS OPPORTUNITIES TO EXPLORE, LEARN, AND CONNECT WITH EACH OTHER OUTDOORS NEAR THEIR SCHOOL. CONNECTIONS STARTED DURING THE SCHOOL CLOSURES IN 2020 WHEN NONPROFITS BANDED TOGETHER TO ADDRESS ACADEMIC INEQUITIES MAGNIFIED BY THE PANDEMIC, AND CONTINUES TO ADDRESS COMMUNITY NEEDS AS IN-PERSON LEARNING RETURNS. THROUGH PROVIDING LOCALLY-FOCUSED OUTDOOR EDUCATION FOR ALL K-6 STUDENTS IN THE RURAL MOUNT BAKER AND BLAINE SCHOOL DISTRICTS, CONNECTIONS FOSTERS ENVIRONMENTAL STEWARDSHIP AND JOYFUL HABITS OF OUTDOOR EXPLORATION THAT ARE STRONGLY LINKED TO ACADEMIC AND SOCIAL EMOTIONAL LEARNING. 441418 219044 153513 YOUTH LEADERSHIP - THIS PROGRAM ENGAGES LOCAL TEENS IN 9-DAY BACKPACKING AND CANOE CAMPING TRIPS IN NORTH CASCADES NATIONAL PARK. IN ADDITION TO OUTDOOR SKILLS, YLA FOCUSES ON LEADERSHIP SKILLS, TEAM BUILDING, AND CLIMATE CHANGE SOLUTIONS, GIVING STUDENTS THE KNOWLEDGE AND TOOLS THEY NEED TO BECOME STEWARDS OF THE NATURAL WORLD AND ENGAGE IN COMMUNITY ADVOCACY. OPPORTUNITIES FOR ENGAGEMENT AFTER THE SUMMER INCLUDE YOUTH FOR PEOPLE AND THE ENVIRONMENT (YEP!) IN PARTNERSHIP WITH RESOURCES. IN 2023, THE INSTITUTE OFFERED TWO CANOE-CAMPING TRIPS FOR 17 PARTICIPANTS (A PLANNED THIRD TRIP WAS CANCELED DUE TO THE SOURDOUGH FIRE) AND 9 STUDENTS PARTICIPATED IN YEP! ACTIVITIES REPRESENTING 200 LEARNER DAYS. 1273784 2154 442986 ADULT AND FAMILY EDUCATION - THE INSTITUTE'S SUITE OF FAMILY GETAWAYS, BASE CAMP LEARNING AND LODGING, FIELD SEMINARS, ONLINE CLASSES AND SKAGIT TOURS CONTINUE TO BRING DIVERSE AUDIENCES TO THE NORTH CASCADES TO LEARN, RECREATE AND BE INSPIRED. THE NUMBER OF ADULT PROGRAMS OFFERED IN 2023 WAS COMPROMISED DUE TO CLOSURE OF THE LEARNING CENTER FROM THE END OF JULY THROUGH THE END OF THE YEAR, RESULTING IN THE CANCELLATION OF SUMMER AND FALL PROGRAMS LIKE DIABLO BOAT TOURS. ADDITIONAL FIELD AND ONLINE PROGRAMS WERE ADDED TO HELP MAKE UP FOR THIS LOSS. IN 2023, THERE WERE 1,989 PARTICIPANTS AND 2,365 LEARNER DAYS.CONFERENCES AND RETREATS - CUSTOM EDUCATIONAL PROGRAMS, LODGING AND MEALS AT THE ENVIRONMENTAL LEARNING CENTER INSPIRE REFLECTION AND CONNECTION TO THE NATURAL WORLD AS WELL AS TO EACH OTHER. THE INSTITUTE WELCOMES CONFERENCES, EVENTS, RETREATS, WORKSHOPS, TRAININGS, REUNIONS AND OTHER GATHERINGS. IN 2023, THE INSTITUTE HOSTED 15 PROGRAMS INCLUDING WELLNESS RETREATS, BUSINESS AND ACADEMIC CONFERENCES, MEDICAL TRAINING COURSES AND OUTDOOR IMMERSION EXCURSIONS FOR DIVERSE YOUTH GROUPS. IN 2023, THERE WERE 552 PARTICIPANTS AND 902 LEARNER DAYS.BOOKSTORES - THE INSTITUTE OPERATES SEVEN RETAIL STORES AROUND NORTH CASCADES NATIONAL PARK AND MT. BAKER SNOQUALMIE NATIONAL FOREST. IN 2023, THERE WERE NEW VISITATION AND SALES RECORDS, EVEN WITH STORE OPERATIONS GREATLY IMPACTED BY HIGHWAY CLOSURES DUE TO MASSIVE WILDFIRES. THIS PARTNERSHIP REACHES LARGER, BROADER AUDIENCES TO POSITIVELY AFFECT THEIR LIVES THROUGH A DEEPER CONNECTION WITH NATURE BY PROVIDING EDUCATIONAL RESOURCES, INTRODUCES NEW COMMUNITY MEMBERS TO THE INSTITUTE'S WORK AND HELPS FUND ITS PROGRAMS. 1273784 2154 442986 3693522 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 76 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 WA X X JASON RUVELSON 3608542599 810 STATE ROUTE 20 SEDROWOOLLEY WA 98284 STERLING CLARREN PAST BOARD CHAIR 3.00 X X 0 0 0 BRAD TUININGA BOARD CHAIR 3.00 X X 0 0 0 CARTER MCBRIDE VICE BOARD CHAIR 3.00 X X 0 0 0 GEORGE SANDERS TREASURER 3.00 X X 0 0 0 MONA WEST SECRETARY 3.00 X X 0 0 0 ZIMMIE CANER BOARD MEMBER 2.00 X 0 0 0 GERRY COOK BOARD MEMBER 2.00 X 0 0 0 DUNHAM GOODING BOARD MEMBER 2.00 X 0 0 0 MICHAEL LIANG BOARD MEMBER 2.00 X 0 0 0 BEAU MACGREGOR BOARD MEMBER 2.00 X 0 0 0 NAN MCKAY BOARD MEMBER 2.00 X 0 0 0 COLLEEN MCSHANE BOARD MEMBER 2.00 X 0 0 0 MARTIN MEHALCHIN BOARD MEMBER 2.00 X 0 0 0 PRIYA NANJAPPA BOARD MEMBER 2.00 X 0 0 0 BYRON RICKS BOARD MEMBER 2.00 X 0 0 0 DENICE ROCHELLE BOARD MEMBER 2.00 X 0 0 0 MAUREEN RYAN BOARD MEMBER 2.00 X 0 0 0 NINA SMITH BOARD MEMBER 2.00 X 0 0 0 BEC DETRICH EXECUTIVE DIRECTOR 40.00 X 130220 0 12887 130220 0 12887 1 0 0 0 0 926975 1355493 7208 2282468 TUITION AND CONTRACTS 611600 1284503 1284503 1284503 145838 145838 58038 0 58038 58038 58038 547100 1300 447006 0 100094 1300 101394 101394 1145576 593846 551730 551730 INSURANCE CLAIM 900099 284892 284892 284892 4708863 1284503 0 1141892 247713 247713 221198 221198 143108 71554 35777 35777 2173894 1749575 209840 214479 88770 69914 9339 9517 192642 155428 18400 18814 235463 185447 24771 25245 20606 9461 10226 919 38735 17785 19222 1728 47000 47000 99775 45811 49513 4451 51366 34142 4134 13090 237756 227224 5103 5429 477421 456346 8707 12368 89735 74111 9473 6151 106812 95205 10653 954 32823 25400 7423 IN KIND SUPPLIES 7208 7208 4512025 3693522 469581 348922 325913 184094 247496 248159 2947 1910 81934 482710 140983 257959 55092 72343 2203460 1549438 728510 654022 6212316 6854688 212788 154755 8007979 8910640 181153 237718 60190 75539 215623 158885 456966 472142 X 6567702 7184278 983311 1254220 7551013 8438498 8007979 8910640 196838 689327 1320 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3234210 114341 432106 9317 162123 3609217 4248024 36668 -931298 119184 3234210 3390119 591948 414611 148654 4248024 3159828 22781 357019 11564 137945 3390119 2779480 62325 447577 26890 102664 3159828 0.72450 0.27250 0.00300 0 0 112807 112807 870384 354447 515937 136994 132126 4868 844818 834171 10647 238457 228694 9763 654022 OPERATING LEASE LIABILITY 158885 158885 4962826 689327 80547 769874 4192952 47000 468911 515911 4708863 4075341 79227 79227 3996114 47000 468911 515911 4512025 PART V, LINE 4: FUNDS FROM THE ENDOWMENT ARE USED FOR GENERAL OPERATIONS AND SCHOLARSHIPS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS NETTED TO INCOME 468,911. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS NETTED TO INCOME 468,911. 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NORTH CASCADES INSTITUTE'S RACIALLY NONDISCRIMINATION POLICY IS INCLUDED IN BELLINGHAM AND SEATTLE NEWSPAPERS, HIGHLIGHTED ON THE INSTITUTE'S WEBSITE (WWW.NCASCADES.ORG) AND INCLUDED IN MARKETING MATERIALS. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES GOVERNMENT GRANTS FROM MULTIPLE SOURCES IN SUPPORT OF ITS PROGRAMS. 1 BIRCHWOOD ELEMENTARY SCHOOL 3200 PINEWOOD AVENUE BELLINGHAM WA 98226 916001648 GOVERNMENT 0 5670 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 45 STUDENTS CORDATA ELEMENTARY SCHOOL 4420 ALDRICH ROAD BELLINGHAM WA 98226 916001648 GOVERNMENT 0 7830 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 61 STUDENTS GENEVA ELEMENTARY SCHOOL 1401 GENEVA STREET BELLINGHAM WA 98229 916001648 GOVERNMENT 0 8690 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 82 STUDENTS HAPPY VALLEY ELEMENTARY SCHOOL 1041 24TH STREET BELLINGHAM WA 98226 916001648 GOVERNMENT 0 8580 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 82 STUDENTS LOWELL ELEMENTARY SCHOOL 935 14TH STREET BELLINGHAM WA 98225 916001648 GOVERNMENT 0 6380 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 61 STUDENTS NORTHERN HEIGHTS ELEMENTARY SCHOOL 4000 MAGRATH ROAD BELLINGHAM WA 98225 916001648 GOVERNMENT 0 7150 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 67 STUDENTS PARKVIEW ELEMENTARY SCHOOL 3033 COOLIDGE DRIVE BELLINGHAM WA 98225 916001648 GOVERNMENT 0 9315 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 72 STUDENTS ROOSEVELT ELEMENTARY SCHOOL 2900 YEW STREET BELLINGHAM WA 98226 916001648 GOVERNMENT 0 6750 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 54 STUDENTS SILVER BEACH ELEMENTARY SCHOOL 4101 ACADEMY STREET BELLINGHAM WA 98226 916001648 GOVERNMENT 0 5865 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 72 STUDENTS SUNNYLAND ELEMENTARY SCHOOL 2800 JAMES STREET BELLINGHAM WA 98225 916001648 GOVERNMENT 0 6600 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 63 STUDENTS WADE KING ELEMENTARY SCHOOL 2155 YEW STREET BELLINGHAM WA 98229 916001648 GOVERNMENT 0 5270 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 65 STUDENTS CONWAY ELEMENTARY SCHOOL 19710 STATE ROUTE 534 MOUNT VERNON WA 98274 911042906 GOVERNMENT 0 6630 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 54 STUDENTS CENTENNIAL ELEMENTARY SCHOOL 3100 E MARTIN ROAD MOUNT VERNON WA 98273 916014653 GOVERNMENT 0 13600 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 71 STUDENTS HARRIET ROWLEY SCHOOL 400 53RD STREET MOUNT VERNON WA 98273 916014653 GOVERNMENT 0 14400 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 75 STUDENTS LITTLE MOUNTAIN ELEMENTARY SCHOOL 1514 S LAVENTURE ROAD MOUNT VERNON WA 98274 916014653 GOVERNMENT 0 12200 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 63 STUDENTS MADISON ELEMENTARY SCHOOL 907 E FIR STREET MOUNT VERNON WA 98273 916014653 GOVERNMENT 0 18000 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 94 STUDENTS WASHINGTON ELEMENTARY SCHOOL 1020 MCLEAN ROAD MOUNT VERNON WA 98273 916014653 GOVERNMENT 0 13200 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 70 STUDENTS CENTRAL ELEMENTARY SCHOOL 601 TALCOTT STREET SEDROWOOLLEY WA 98284 916016044 GOVERNMENT 0 17098 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 88 STUDENTS CLEAR LAKE ELEMENTARY SCHOOL 23631 LAKE STREET CLEAR LAKE WA 98235 916016044 GOVERNMENT 0 5208 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 33 STUDENTS SAMISH ELEMENTARY SCHOOL 23953 PRAIRIE ROAD SEDROWOOLLEY WA 98284 916016044 GOVERNMENT 0 5712 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 36 STUDENTS CONCRETE ELEMENTARY SCHOOL 7838 S SUPERIOR AVENUE CONCRETE WA 98237 911037019 GOVERNMENT 0 10800 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 56 STUDENTS FIDALGO ELEMENTARY SCHOOL 13590 GILBRALTER ROAD ANACORTES WA 98221 916016222 GOVERNMENT 0 8400 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 51 STUDENTS ISLAND VIEW ELEMENTARY SCHOOL 2501 J AVENUE ANACORTES WA 98221 916016222 GOVERNMENT 0 17150 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 102 STUDENTS LUMMI NATIONAL SCHOOL 2334 LUMMI VIEW DRIVE SEATTLE WA 98125 458201920 GOVERNMENT 0 5600 FMV SCHOLARSHIPS SCHOLARSHIPS FOR 31 STUDENTS 24 SCHOLARSHIPS AND DISCOUNTS 43 221198 FMV SCHOLARSHIPS PART I, LINE 2: THE INSTITUTE KEEPS TRACK OF ALL ADULT SCHOLARSHIPS IN ITS DATABASE AND COPIES OF ALL THE APPLICATIONS IN THE FILES. MOUNTAIN SCHOOL SCHOLARSHIPS ARE GIVEN TO SCHOOLS BASED ON THE SCHOOLS FREE AND REDUCED LUNCH STATUS. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES WITH THE AUTHORITY TO ACT ON THE BEHALF OF THE BOARD FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND THEN PRESENTS IT TO THE BOARD FOR THEIR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST DISCLOSURE ANNUALLY WITH ANY CONFLICTS NOTED. FORM 990, PART VI, SECTION B, LINE 15 THE INSTITUTE'S BOARD OF DIRECTORS CONDUCTS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR'S PERFORMANCE. THE BOARD USES SURVEY MONKEY TO SURVEY MEMBERS OF THE INSTITUTE'S LEADERSHIP TEAM AND, SEPARATELY, MEMBERS OF THE BOARD; QUESTIONS ARE BASED ON THE DUTIES DESCRIBED IN THE EXECUTIVE DIRECTOR'S JOB DESCRIPTION. EVERY TWO TO THREE YEARS, THE BOARD ALSO SEEKS FEEDBACK FROM THE INSTITUTE'S KEY PARTNERS AND STAKEHOLDERS. THE EXECUTIVE DIRECTOR COMPLETES A SELF-EVALUATION. BEFORE SETTING COMPENSATION FOR THE EXECUTIVE DIRECTOR, THE BOARD CHAIR PRESENTS TO THE FULL BOARD RESULTS OF THESE EVALUATIONS AND INFORMATION ON CHANGES IN COMPENSATION FOR MEMBERS OF THE LEADERSHIP TEAM AS WELL AS CURRENT INFORMATION ON COMPENSATION FOR EXECUTIVE DIRECTORS OF NONPROFIT ORGANIZATIONS IN WASHINGTON STATE AND, WHEN AVAILABLE, COMPENSATION OF EXECUTIVE DIRECTORS AT PEER ORGANIZATIONS ACROSS THE UNITED STATES. THE BOARD CHAIR MAKES A RECOMMENDATION ON COMPENSATION; THE BOARD DISCUSSES THE RECOMMENDATION AND VOTES ON THE RECOMMENDED (OR A DIFFERENT) AMOUNT. FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTE'S WEBSITE INCLUDES THE FORM 990, THE AUDIT AND ANNUAL REPORT. THE FORM 1023 AND POLICIES ARE AVAILABLE UPON REQUEST.