Civic Intelligence

Pacific Education Institute

990 • Fiscal year 2021 • EIN 75-3108166

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 16, 2022

724 Columbia Street NW Suite 255Olympia, WA 98501

(360) 705-9294

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.09x

Higher debt load relative to assets than 54% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

42nd percentile

0.05x

Higher debt load relative to revenue than 42% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

53rd percentile

14%

Higher net margin than 53% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

76th percentile

$116,474

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

54th percentile

11%

Faster asset growth than 54% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

37th percentile

3.0%

Faster revenue growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$856,984

Up $86,311 (+11%) from 2020

Net Assets

Up

$780,191

Up $200,643 (+35%) from 2020

Liabilities

Down

$76,793

Down $114,332 (-60%) from 2020

Revenue

Up

$1,409,712

Up $41,354 (+3.0%) from 2020

Expenses

Up

$1,209,067

Up $39,786 (+3.4%) from 2020

Net Income

Up

$200,645

Up $1,568 (+0.8%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $258,135Liabilities 2011: $57,291Net Assets 2011: $200,8442011Assets 2012: $202,015Liabilities 2012: $28,384Net Assets 2012: $173,6312012Assets 2013: $353,804Liabilities 2013: $33,588Net Assets 2013: $320,2162013Assets 2014: $509,172Liabilities 2014: $67,587Net Assets 2014: $441,5852014Assets 2015: $624,903Liabilities 2015: $67,291Net Assets 2015: $557,6122015Assets 2016: $687,727Liabilities 2016: $63,898Net Assets 2016: $623,8292016Assets 2017: $720,214Liabilities 2017: $90,963Net Assets 2017: $629,2512017Assets 2018: $483,142Liabilities 2018: $80,137Net Assets 2018: $403,0052018Assets 2019: $478,844Liabilities 2019: $98,373Net Assets 2019: $380,4712019Assets 2020: $770,673Liabilities 2020: $191,125Net Assets 2020: $579,5482020Assets 2021: $856,984Liabilities 2021: $76,793Net Assets 2021: $780,1912021Assets 2022: $1,238,447Liabilities 2022: $82,111Net Assets 2022: $1,156,3362022Assets 2023: $1,411,332Liabilities 2023: $85,553Net Assets 2023: $1,325,7792023Assets 2024: $1,441,102Liabilities 2024: $151,167Net Assets 2024: $1,289,9352024

Highlighted filing

2021

Assets$856,984
Liabilities$76,793
Net Assets$780,191

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $325,383Expenses 2011: $288,238Net Income 2011: $37,1452011Revenue 2012: $247,679Expenses 2012: $274,892Net Income 2012: -$27,2132012Revenue 2013: $457,667Expenses 2013: $311,082Net Income 2013: $146,5852013Revenue 2014: $515,429Expenses 2014: $394,060Net Income 2014: $121,3692014Revenue 2015: $648,631Expenses 2015: $532,604Net Income 2015: $116,0272015Revenue 2016: $573,854Expenses 2016: $507,637Net Income 2016: $66,2172016Revenue 2017: $1,017,979Expenses 2017: $1,012,557Net Income 2017: $5,4222017Revenue 2018: $804,917Expenses 2018: $1,031,163Net Income 2018: -$226,2462018Revenue 2019: $1,129,497Expenses 2019: $1,152,031Net Income 2019: -$22,5342019Revenue 2020: $1,368,358Expenses 2020: $1,169,281Net Income 2020: $199,0772020Revenue 2021: $1,409,712Expenses 2021: $1,209,067Net Income 2021: $200,6452021Revenue 2022: $1,864,586Expenses 2022: $1,488,441Net Income 2022: $376,1452022Revenue 2023: $2,078,816Expenses 2023: $1,909,373Net Income 2023: $169,4432023Revenue 2024: $1,773,041Expenses 2024: $1,808,886Net Income 2024: -$35,8452024

Highlighted filing

2021

Revenue$1,409,712
Expenses$1,209,067
Net Income$200,645
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 16, 2022
Return Version
2020v4.0
Gross Receipts
$1,409,712
Mission and Program Overview

Mission

Pacific education institute's mission is to advance science literacy and deepen student engagement by empowering educators to teach real-world science outdoors.

Empower educators to advance equitable civic and scientific literacy by promoting outdoor, integrated, career connected, locally relevant, real- world science.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$485,933$684,083▲ $198,150
Pledges and Grants Receivable$166,135$147,339▼ $18,796
Savings and Temporary Cash Investments$103,000--
Accounts Receivable$2,538$13,006▲ $10,468
Inventories for Sale or Use$8,302$6,813▼ $1,489
Prepaid Expenses and Deferred Charges$4,765$5,743▲ $978
Total Assets$770,673$856,984▲ $86,311
Liabilities
Unsecured Notes Loans Payable$133,379--
Accounts Payable and Accrued Expenses$57,746$76,793▲ $19,047
Total Liabilities$191,125$76,793▼ $114,332
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$317,541$526,129▲ $208,588
Net Assets With Donor Restrictions$262,007$254,062▼ $7,945
Total Net Assets Fund Balance$579,548$780,191▲ $200,643
Total Liabilities and Net Assets / Fund Balance$770,673$856,984▲ $86,311
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathryn KurtzExecutive DiFT$105,810$10,664$116,474

Board Members and Trustees

NameTitle
Lisa PerryPresident
Bill MonahanBoard Member
Bill TaylorBoard Member
Brian HatfieldBoard Member
Cinnamon BearBoard Member
Doug KennedyBoard Member
Ignacio MarquezBoard Member
Joel AuneBoard Member
John IsonBoard Member
Leslie DruffelBoard Member
Mark DoumitBoard Member
Michael NelsonBoard Member
Rhonda WeaverBoard Member
Ron ShultzBoard Member
Sally BrownfieldBoard Member
Scott Seaman PhdBoard Member
Tamara Holmlund PhdBoard Member
Gareth WaughTreasurer
Tim GarchowVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,222,916
Program Service Revenue
$50,383
Investment Income
$1,318
Other Revenue
$135,095
All Other Contributions
$425,445
Change in Net Assets
$200,645
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$858,338
Other Expenses$350,729
Total Fundraising Expense$59,363
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$553,822$123,759$38,944$716,525
Other Employee Benefits$61,680$14,430$3,682$79,792
Payroll Taxes$47,504$11,116$3,401$62,021
Fees for Services Other$30,460$8,500$8,670$47,630
Occupancy$12,717$10,054$1,229$24,000
Office Expenses$13,501$2,151$1,035$16,687
Information Technology$8,270$794$398$9,462
Other Expenses$7,400-$810$7,400
Insurance$3,701$1,322$264$5,287
Conferences and Meetings$4,381$293-$4,674
All Other Expenses$1,179$2,677$817$4,673
Travel$1,125$80$113$1,318
Interest-$884-$884
Total Functional Expenses$973,644$176,060$59,363$1,209,067
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed by management, the pei finance committee, who has been tasked by the board with oversight of financial matters, and the board of directors prior to being filed with the irs. Additionally, a cpa financial review was obtained on the organization's annual financial statements. These financial statements, which form the basis for the preparation of form 990, were reviewed by the board upon issuance.

Form 990, Page 6, Part VI, Line 12C

Pei adheres to a conflict of interest policy covering any director, officer, or member of any committee authorized to act on behalf of the board. The policy is distributed annually to covered persons, and a questionnaire is kept on file for each covered person disclosing any conflict of interest information as identified by the policy, to include investments, services and interests in transactions.

Form 990, Page 6, Part VI, Line 19

Governing documents, the conflict of interest policy and financial statements are available in paper or electronic format upon request.

Filing and Contact Details

Filer

Filer Name
Pacific Education Institute
EIN
75-3108166
Phone
3607059294
Address
724 COLUMBIA STREET NW SUITE 255, OLYMPIA, WA 98501

Signing Officer

Name
Kathryn Kurtz
Title
Executive Director
Phone
3607059282
Signed
2022-03-16

Organization Details

Principal Officer
Kathryn Kurtz
Formed
2003
Legal Domicile
Wa
Voting Board Members
19
Independent Board Members
19
Employees
15
Volunteers
19

Preparer

Firm
Patricia L Pich CPA Pllc
Address
2413 PACIFIC AVE SE SUITE C, OLYMPIA, WA 98501
Preparer
Patricia Pich
Phone
3603397867
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4B

Second accomplishment regional fieldstem and climate science program delivery: pei engaged a professional evaluator to provide a statewide assessment of our program work. The reports will inform our decision making and program improvements. Pei leads work focused on washington's green economy specifically the agriculture, natural resources, and renewable energy sectors, to identify exemplars of articulated pathways between k-12, post-secondary and employers for green jobs. Pei's current projects provide additional program services related to outdoor learning, climate science literacy, educating for a green economy, career and technical natural resource education and invasive species. Pei continues to be the state coordinator for, national environmental education organizations project learning tree and project wild.

Form 990, Part XI, Line 9

ROUNDING -2

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IRS990/ProgSrvcAccomActy2Grp/Desc0SECOND ACCOMPLISHMENT REGIONAL FIELDSTEM AND CLIMATE SCIENCE PROGRAM DELIVERY: PEI ENGAGED A PROFESSIONAL EVALUATOR TO PROVIDE A STATEWIDE ASSESSMENT OF OUR PROGRAM WORK. THE REPORTS WILL INFORM OUR DECISION MAKING AND PROGRAM IMPROVEMENTS. PEI LEADS WORK FOCUSED ON WASHINGTON'S GREEN ECONOMY SPECIFICALLY THE AGRICULTURE, NATURAL RESOURCES, AND RENEWABLE ENERGY SECTORS, TO IDENTIFY EXEMPLARS OF ARTICULATED PATHWAYS BETWEEN K-12, POST-SECONDARY AND EMPLOYERS FOR GREEN JOBS. PEI'S CURRENT PROJECTS PROVIDE ADDITIONAL PROGRAM SERVICES RELATED TO OUTDOOR LEARNING, CLIMATE SCIENCE LITERACY, EDUCATING FOR A GREEN ECONOMY, CAREER AND TECHNICAL NATURAL RESOURCE EDUCATION AND INVASIVE SPECIES. PEI CONTINUES TO BE THE STATE COORDINATOR FOR, NATIONAL ENVIRONMENTAL EDUCATION ORGANIZATIONS PROJECT LEARNING TREE AND PROJECT WILD.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.15$1.29$1.77$1.81$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.09$1.33$2.08$1.91$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.08$1.16$1.86$1.49$0.38
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.08$0.78$1.41$1.21$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.19$0.58$1.37$1.17$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.10$0.38$1.13$1.15$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.08$0.40$0.80$1.03$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.09$0.63$1.02$1.01$0.01
2016Summary only. Only limited summary data is available for this year.$0.69$0.06$0.62$0.57$0.51$0.07
2015Summary only. Only limited summary data is available for this year.$0.62$0.07$0.56$0.65$0.53$0.12
2014Summary only. Only limited summary data is available for this year.$0.51$0.07$0.44$0.52$0.39$0.12
2013Summary only. Only limited summary data is available for this year.$0.35$0.03$0.32$0.46$0.31$0.15
2012Summary only. Only limited summary data is available for this year.$0.20$0.03$0.17$0.25$0.27$0.03
2011Summary only. Only limited summary data is available for this year.$0.26$0.06$0.20$0.33$0.29$0.04