Nonprofit · EIN 68-0160429
BUCK INSTITUTE FOR EDUCATION
Tax-exempt · SAN RAFAEL, CA 94901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $12,402,762 | $14,158,599 | -$1,755,837 | $11,442,593 | $1,926,420 | $9,516,173 |
| December 31, 2023 | 990 | $19,057,798 | $17,524,850 | $1,532,948 | $14,333,156 | $3,054,288 | $11,278,868 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,362,434
- Program service revenue
- $10,574,973
- Investment income
- $209,444
- Royalties
- $34,485
- Net income from sales of inventory
- $54,814
- Other revenue
- $255,911
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,164,077
- Other salaries and wages
- $6,662,680
- Salaries, compensation and benefits (total)
- $9,620,405
- Professional fundraising fees
- $0
- Legal fees
- $46,657
- Accounting fees
- $166,198
- Occupancy
- $345,888
- Travel
- $566,286
- Depreciation
- $334,136
- Program services (functional)
- $11,933,882
- Management and general (functional)
- $1,838,410
- Fundraising (functional)
- $386,307
Balance sheet and other
- Total assets, start of year
- $14,333,156
- Total assets, end of year
- $11,442,593
- Total liabilities, end of year
- $1,926,420
- Net assets, end of year
- $9,516,173
- Land, buildings and equipment
- $14,013
- Net assets without donor restrictions
- $8,626,210
- Net assets with donor restrictions
- $889,963
- Gross receipts
- $12,496,175
- Employees
- 138
- Volunteers
- 9
- Year formed
- 1988
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT C LENZ | CHIEF EXECUTIVE OFFICER Officer | 37.5 | $336,741 | $65,573 |
| CHRIS WALSH | CHIEF PRODUCT & TECH. OFFICER Officer | 37.5 | $212,845 | $69,400 |
| KATHLEEN SCHWILLE | ED OF TEACHING & ASSESSMENT Highest-paid employee | 37.5 | $221,377 | $14,333 |
| DAVID BADILLO | SR. DIR. OF BUSINESS DEVELOPMENT Highest-paid employee | 37.5 | $183,758 | $51,469 |
| CRISTINA WALDFOGEL | ED OF PROFESSIONAL SERVICES Highest-paid employee | 37.5 | $197,288 | $35,161 |
| JULIA CHIH | CHIEF OPERATING OFFICER Officer | 37.5 | $204,640 | $15,247 |
| LISA MIRELES | MANAGING DIR. OF DIGITAL CURRICULUM Highest-paid employee | 37.5 | $172,936 | $38,704 |
| RHONDA HILL | SR. DIRECTOR OF DISTRICT SERVICES Highest-paid employee | 37.5 | $148,213 | $42,287 |
| SALLY KINGSTON | CHIEF IMPACT OFFICER (THRU 2/24) Officer | 37.5 | $138,874 | $11,814 |
| NATASHA THOMPSON | CHIEF OF STAFF Officer | 37.5 | $86,406 | $22,537 |
| VIRGEL HAMMONDS | PRESIDENT, BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| VALERIE GREENHILL | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| YANCY HAWKINS | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| FELICIA CUMINGS SMITH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ANNMARIE BAINES | BOARD MEMBER (THRU 5/24) Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORETTA GOODWIN | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN GONZALEZ | BOARD MEMBER Trustee or director | 1 | $0 |
| CARLOS MORENO | BOARD MEMBER Trustee or director | 1 | $0 |
| JONATHAN RAYMOND | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT C LENZ | CHIEF EXECUTIVE OFFICER Officer | 37.5 | $331,408 | $80,805 |
| SALLY GRUBB | CHIEF IMPACT OFFICER Officer | 37.5 | $241,657 | $49,225 |
| DAVID BADILLO | SR. DIR. OF BUSINESS DEVELOPMENT Highest-paid employee | 37.5 | $172,431 | $57,443 |
| KATHLEEN HEATH SCHWILLE | EXECUTIVE DIRECTOR - PBLNOW Highest-paid employee | 37.5 | $198,281 | $24,723 |
| LISA MIRELES | SR. DIR. OF DESIGN & INNOVATION Highest-paid employee | 37.5 | $172,105 | $48,709 |
| PERRY GOLD | SR. DIR. OF OPERATIONS Highest-paid employee | 37.5 | $181,609 | $38,723 |
| CRISTINA WALDFOGEL | SR. DIR. OF PROF. LEARNING LEADERSHIP Highest-paid employee | 37.5 | $172,105 | $42,176 |
| CHRIS WALSH | CHIEF PRODUCT & TECHNOLOGY OFFICER Officer | 37.5 | $69,385 | $25,759 |
| VIRGEL HAMMONDS | PRESIDENT, BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| JOHN GONZALEZ | PRESIDENT, BOARD CHAIR (THRU 5/23) Trustee or director, Officer | 1 | $0 | $0 |
| VALERIE GREENHILL | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| YANCY HAWKINS | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| FELICIA CUMMINGS SMITH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ANNMARIE BAINES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BARBARA CHOW | BOARD MEMBER (THRU 5/23) Trustee or director | 1 | $0 | $0 |
| LORETTA GOODWIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CARLOS MORENO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JONATHAN RAYMOND | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KAREN SMITH | BOARD MEMBER (THRU 8/23) Trustee or director | 1 | $0 | $0 |
| OSCAR SANTOS | BOARD MEMBER (THRU 8/23) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 999 5TH AVE STE 200, SAN RAFAEL, CA 94901-2986
- Principal officer (990 for 2024)
- ROBERT C LENZ, 999 FIFTH AVENUE 200, SAN RAFAEL, CA 94901
- Signed the 990
- YANCY HAWKINS, TREASURER
- Phone
- (415) 883-0122
- Website
- WWW.PBLWORKS.ORG
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0160429 or by the name BUCK INSTITUTE FOR EDUCATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- 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 125Expenses $5,211,654 · revenue $4,718,047
- 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 225Expenses $2,283,436 · revenue $2,647,294
- 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 700Expenses $3,611,855 · revenue $2,466,211
- PUBLICATIONS & BOOKS SALES, ONLINE LEARNING PLATFORMExpenses $826,937 · revenue $832,720
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 68-0160429
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $11,442,593
- Income (IRS master file)
- $12,496,175
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $12,402,762 | $14,158,599 | $11,442,593 | XML |
| 990 | December 2023 | $19,057,798 | $17,524,850 | $14,333,156 | XML |
| 990 | December 2022 | $16,497,114 | $13,668,117 | $13,081,689 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 68-0160429).
Questions about BUCK INSTITUTE FOR EDUCATION
- What is the EIN of BUCK INSTITUTE FOR EDUCATION?
- The employer identification number (EIN) of BUCK INSTITUTE FOR EDUCATION is 68-0160429.
- Is BUCK INSTITUTE FOR EDUCATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to BUCK INSTITUTE FOR EDUCATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BUCK INSTITUTE FOR EDUCATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BUCK INSTITUTE FOR EDUCATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BUCK INSTITUTE FOR EDUCATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BUCK INSTITUTE FOR EDUCATION?
- The 990 for the year ended December 31, 2024 names ROBERT C LENZ.
- Who are the officers and directors of BUCK INSTITUTE FOR EDUCATION?
- The 990 for the year ended December 31, 2024 lists 19 people; 10 received compensation from the organization, the highest $336,741 (ROBERT C LENZ, CHIEF EXECUTIVE OFFICER).
- How much revenue does BUCK INSTITUTE FOR EDUCATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $12,402,762, expenses of $14,158,599 and total assets of $11,442,593 at year end.
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