Orcas Island Foundation FY2021 filing

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The camp provides an educational program for participants to experience the interconnectedness of all forms of life.

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
$36K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $23K a year · 8% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$36K
to officers and key staff · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
9 mo
of spending, in cash
Plus $1.0M in investments, Pt X · Ln 11–13
Looks good: 9.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $15K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$209K
-4% vs prior year
Spent
$245K
To programs
82%
Net assets
$1.8M
By yearFY2020–FY2024
Revenue
$209K
FY2021▼ -4%
Tap a bar for its year
Revenue by fiscal year
FY2020$218K
FY2021$209K
FY2022$231K
FY2023$306K
FY2024$428K
Expenses
$245K
FY2021▲ +5%
Tap a bar for its year
Expenses by fiscal year
FY2020$234K
FY2021$245K
FY2022$389K
FY2023$309K
FY2024$331K
Net assets
$1.8M
FY2021+0.4%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.8M
FY2021$1.8M
FY2022$1.6M
FY2023$1.6M
FY2024$1.8M

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1931.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $201K Management & general 17% · $41K Fundraising 1% · $3K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990; $36K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$21,141Pt VII · Sec A
Executive Director
$15,200Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Alec Grae’s $36K as General Manager is at the 35th percentile of top reported officer pay among 2133 $100K–1M religion nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Alec Grae$36,000$24,000———
Steven Lucas—$30,317———
Jeannie Chamberlain——$27,958——
Barbara Luna———$21,141$22,450
Megan Luna———$15,200$22,450
Lanrith Harrison$18,200————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Orcas Island Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Teaches participants about the interconnectedness of all life through educational camp programs.

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1 program · $201K · in their own filed words · FY2021
01

Due to restrictions related to COVID-19, the Orcas Island Foundation operated minimally throughout 2021 serving 821 guest nights during 6 programs as well as personal retreats for 32 program days and hosting 3 work parties with 137 individual volunteers for 12 days.

$201Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$15K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$209K
Ln 12
Fees for servicesLn 2g$98K
Gifts and grantsLn 1h$74K
Investment incomeLn 3$37K
Money outPt IX
$245K
Ln 25
Programscol B$201K
Managementcol C$41K
Fundraisingcol D$3K
Owns and owesPt X
$1.8M
net assets · Ln 32
Cash and savingsLn 1–2$189K
Total assetsLn 16$1.8M
LiabilitiesLn 26$0
PeoplePt VI, VII
10
listed · VII A
PaidVII A2
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$74K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$98K
Investment incomeLn 3$37K
Other incomeLn 4–11$152
Gains on assetsLn 7−$2K
Total revenueLn 12$209K
Assets in detailPt X, end of year
CashLn 1$12K
SavingsLn 2$177K
Cash and savings togetherLn 1–2$189K
Inventories for sale or useLn 8$9K
Prepaid expenses and deferred chargesLn 9$6K
Land, buildings, equipmentLn 10c$619K
InvestmentsLn 11–13$1.0M
Total assetsLn 16$1.8M
LiabilitiesLn 26$0
Net assetsLn 32$1.8M
OperationsPt I, VI
EmployeesI 55
VolunteersI 618
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3More from this return
EndowmentSch D · Pt V
LineFY21FY20FY19FY18FY17
End of yearLn 1g$257K$254K$253K$260K$269K
Given inLn 1b$4K$1K$1K$3K$101K
SpentLn 1d–1f$2K$0$7K$13K$0
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$220K$189K
InvestmentsLn 11–13$952K$1.0M
Land, buildings, equipmentLn 10c$655K$619K
Total assetsLn 16$1.8M$1.8M
LiabilitiesLn 26$0$0
Net assetsLn 32$1.8M$1.8M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$36K$22K$13K$2K
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$16K$8K$8K$0
Pension plan contributionsLn 8$912$547$319$46
Other employee benefitsLn 9$5K$3K$2K$246
Payroll taxesLn 10$5K$3K$2K$234
Management feesLn 11a$0$0$0$0
Legal feesLn 11b$4K$0$4K$196
Accounting feesLn 11c$0$0$0$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$0$0$0$0
Advertising and promotionLn 12$0$0$0$0
Office expensesLn 13$10K$5K$4K$231
Information technologyLn 14$2K$2K$0$0
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$0$0$0$0
TravelLn 17$3K$3K
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$102K$97K$6K$82
InterestLn 20$0$0$0$0
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$48K$45K$2K$0
InsuranceLn 23$14K$13K$693$0
Other expenses (24a–d)Ln 24$37$0$37$0
All other expensesLn 24e$0$0$0$0
Total functional expensesLn 25$245K$201K$41K$3K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Oct 31, 2025 $428K$331K$97K$1.8M 990 PDF
FY2023Filed with the IRS May 9, 2024 $306K$309K−$3K$1.6M 990 PDF
FY2022Filed with the IRS Apr 3, 2023 $231K$389K−$159K$1.6M 990 PDF
FY2021 ViewingFiled with the IRS Mar 23, 2022 $209K$245K−$36K$1.8M 990 PDF
FY2020Filed with the IRS Apr 5, 2021 $218K$234K−$16K$1.8M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $209,432 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $106,921$74,362
I-9 Program service revenuePrior year $14,963$98,062
I-10 Investment incomePrior year $94,960$36,856
I-11 Other revenuePrior year $1,033$152
I-12 Total revenuePrior year $217,877$209,432
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $90,195$62,545
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $144,017$182,443
I-18 Total expensesPrior year $234,212$244,988
I-19 Revenue less expensesPrior year −$16,335−$35,556
Part VI · Governance 7 of 7 board members independent, 3 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $209,432 across 13 lines filed
Lines not itemized here account for $152 of total revenue; see the IRS return.
VIII-1a Federated campaigns$0
VIII-1b Membership dues$12,715
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$61,647
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$74,362
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $98,062 · Unrelated business $0 · Excluded from tax $0$98,062
VIII-3 Investment incomeRelated to mission $39,354 · Unrelated business $0 · Excluded from tax $0$39,354
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-7 Net gain or loss on sales of assetsRelated to mission −$2,498 · Unrelated business $0 · Excluded from tax $0−$2,498
VIII-12 Total revenueRelated to mission $135,070 · Unrelated business $0 · Excluded from tax $0$209,432
Part IX · Statement of functional expenses $244,988 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $21,805 · Management $12,720 · Fundraising $1,817$36,342
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $7,842 · Management $7,842 · Fundraising $0$15,684
IX-8 Pension plan contributionsPrograms $547 · Management $319 · Fundraising $46$912
IX-9 Other employee benefitsPrograms $2,955 · Management $1,724 · Fundraising $246$4,925
IX-10 Payroll taxesPrograms $2,809 · Management $1,639 · Fundraising $234$4,682
IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11b Legal feesPrograms $0 · Management $3,718 · Fundraising $196$3,914
IX-11c Accounting feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0
IX-12 Advertising and promotionPrograms $0 · Management $0 · Fundraising $0$0
IX-13 Office expensesPrograms $5,360 · Management $4,391 · Fundraising $231$9,982
IX-14 Information technologyPrograms $1,500 · Management $0 · Fundraising $0$1,500
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $0 · Management $0 · Fundraising $0$0
IX-17 TravelPrograms $3,173$3,173
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $96,641 · Management $5,584 · Fundraising $82$102,307
IX-20 InterestPrograms $0 · Management $0 · Fundraising $0$0
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $45,289 · Management $2,384 · Fundraising $0$47,673
IX-23 InsurancePrograms $13,164 · Management $693 · Fundraising $0$13,857
IX-24 Other expenses (24a–d)Programs $0 · Management $37 · Fundraising $0$37
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $201,085 · Management $41,051 · Fundraising $2,852$244,988
Part X · Balance sheet $1,847,368 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $145$11,947
X-2 Savings and temporary cash investmentsStart of year $220,063$176,756
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $0$0
X-5 Loans to officers and key peopleStart of year $0$0
X-6 Loans to other insidersStart of year $0$0
X-7 Notes and loans receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $7,636$9,305
X-9 Prepaid expenses and deferred chargesStart of year $4,943$6,294
X-10c Land, buildings and equipment, netStart of year $655,131$618,849
X-11 Publicly traded securitiesStart of year $651,676$724,217
X-12 Other securitiesStart of year $300,000$300,000
X-16 Total assetsStart of year $1,839,594$1,847,368
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $1,585,151$1,589,987
X-28 Net assets with donor restrictionsStart of year $254,443$257,381
X-32 Total net assets or fund balancesStart of year $1,839,594$1,847,368
X-33 Total liabilities and net assetsStart of year $1,839,594$1,847,368
Part XI · Reconciliation of net assets $1,847,368 net assets at year end
XI-1 Total revenue$209,432
XI-2 Total expenses$244,988
XI-3 Revenue less expenses−$35,556
XI-4 Net assets at start of year$1,839,594
XI-5 Net unrealized gains (losses) on investments$43,330
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,847,368

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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