EVERGREEN SOCIAL IMPACT: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EVERGREEN SOCIAL IMPACT (EIN 86-2954398)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-12-19
- IRS object ID
- 202333539349301373
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-19T18:51:50-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10700 NORTHUP WAY SUITE 200 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 862954398 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERGREEN SOCIAL IMPACT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVER | BusinessNameControlTxt |
| Phone | 2065695587 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 429 | AddressLine1Txt |
| City | BOTHELL | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98041 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH HARVEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2065695587 | PhoneNum |
| Signature | 2023-12-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BETH | PersonFirstNm |
| Person Last | HARVEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLEN GILBERT CPA | PreparerPersonNm |
| PTIN | P01380103 | PTIN |
| Phone | 4252506100 | PhoneNum |
| Preparation | 2023-12-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BETH HARVEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 429 | AddressLine1Txt |
| City | BOTHELL | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,368,052 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.EVERGREENSOCIALIMPACT.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2021 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | EVERGREEN SOCIAL IMPACT WORKS TO STRENGTHEN MISSION-DRIVEN ORGANIZATIONS AND ACHIEVE ENDURING IMPACT IN THE PACIFIC NORTHWEST BY DEVELOPING SHARED INFRASTRUCTURE AND EXPERTISE, BUILDING A CULTURE OF PARTNERSHIP, AND ADVANCING EQUITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10 | PYContributionsGrantsAmt |
| CY Contributions Grants | $532,078 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,060,518 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,832,465 | CYProgramServiceRevenueAmt |
| PY Investment Income | $549 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,769 | CYInvestmentIncomeAmt |
| PY Other Revenue | $539 | PYOtherRevenueAmt |
| CY Other Revenue | $1,740 | CYOtherRevenueAmt |
| PY Total Revenue | $2,061,616 | PYTotalRevenueAmt |
| CY Total Revenue | $3,368,052 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $250 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $28,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $839,614 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,170,325 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $881,646 | PYOtherExpensesAmt |
| CY Other Expenses | $1,446,189 | CYOtherExpensesAmt |
| PY Total Expenses | $1,721,510 | PYTotalExpensesAmt |
| CY Total Expenses | $2,645,014 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $340,106 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $723,038 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,289,930 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,386,542 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,949,824 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,323,398 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $340,106 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,063,144 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EVERGREEN SOCIAL IMPACT WORKS TO STRENGTHEN MISSION-DRIVEN ORGANIZATIONS AND ACHIEVE ENDURING IMPACT IN THE PACIFIC NORTHWEST BY DEVELOPING SHARED INFRASTRUCTURE AND EXPERTISE, BUILDING A CULTURE OF PARTNERSHIP, AND ADVANCING EQUITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,257,195 | ExpenseAmt |
| Grant | $28,500 | GrantAmt |
| Revenue | $2,832,465 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $2,257,195 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH HARVEY | PersonNm |
| Phone | 2065695587 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 429 | AddressLine1Txt |
| City | BOTHELL | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98041 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANNIE BLACKLEDGE | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PETER BLOCH GARCIA | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALEJANDRA TRES | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DON DOERING | ||||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JARAH MACFARLANE | ||||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BETH HARVEY | ||||||||
| EXECUTIVE DIRECTOR | 36.00 | Yes (X) | $138,301 | $0 | $19,451 | |||
| LAURA CANTRELL | ||||||||
| CARE FUND EXEC. DIR. | 36.00 | $197,042 | $0 | $40,315 | Yes (X) | |||
| SARAH HILLER | ||||||||
| OPERATIONS DIRECTOR | 36.00 | $134,187 | $0 | $41,824 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $469,530 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $101,590 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMERICAN INSTITUTE OF BIOLOGICAL SCIENCE | |||||
| 950 HERNDON PARKWAY STE 450 | HERNDON | VA | 20170 | PEER REVIEW, CARE FUND GRANT PROPOSALS; | $465,317 |
| FRED HUTCHINSON CANCER CENTER | |||||
| 1100 FAIRVIEW AVE N | SEATTLE | WA | 98109 | COVID-19 DATA RESEARCH PROJECT - CARE FU | $259,106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $500,000 | GovernmentGrantsAmt |
| All Other Contributions | $32,078 | AllOtherContributionsAmt |
| Total Contributions | $532,078 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STATE CONTRACT ADMIN | 561000 | $2,824,000 | $2,824,000 |
| FISCAL SPONSORSHIP | 561000 | $6,187 | $6,187 |
| PROJECT ADMIN FEE | 561000 | $2,278 | $2,278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,832,465 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,769 | TotalRevenueColumnAmt |
| Exclusion | $1,769 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $1,740 | TotalRevenueColumnAmt |
| Exclusion | $1,740 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,740 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,368,052 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,832,465 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,509 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,500 | TotalAmt |
| Program Services | $28,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,007 | TotalAmt |
| Program Services | $307,994 | ProgramServicesAmt |
| Management And General | $81,013 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,569 | TotalAmt |
| Program Services | $424,042 | ProgramServicesAmt |
| Management And General | $142,527 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,733 | TotalAmt |
| Program Services | $35,398 | ProgramServicesAmt |
| Management And General | $9,335 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,349 | TotalAmt |
| Program Services | $76,701 | ProgramServicesAmt |
| Management And General | $20,648 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,667 | TotalAmt |
| Program Services | $54,834 | ProgramServicesAmt |
| Management And General | $17,833 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,760 | TotalAmt |
| Management And General | $13,760 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,218,939 | TotalAmt |
| Program Services | $1,170,469 | ProgramServicesAmt |
| Management And General | $48,470 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,017 | TotalAmt |
| Program Services | $5,065 | ProgramServicesAmt |
| Management And General | $2,952 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,848 | TotalAmt |
| Program Services | $15,072 | ProgramServicesAmt |
| Management And General | $6,776 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,362 | TotalAmt |
| Program Services | $20,446 | ProgramServicesAmt |
| Management And General | $11,916 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,158 | TotalAmt |
| Program Services | $21,804 | ProgramServicesAmt |
| Management And General | $354 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,029 | TotalAmt |
| Program Services | $14,789 | ProgramServicesAmt |
| Management And General | $240 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,491 | TotalAmt |
| Program Services | $15,473 | ProgramServicesAmt |
| Management And General | $9,018 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TAXES & LICENSES | $50,379 | $31,829 | $18,550 |
| STAFF DEVELOPMENT | $17,078 | $16,805 | $273 |
| MISC | $13,578 | $12,572 | $1,006 |
| DUES, SUBSCRIPTIONS AND | $8,550 | $5,402 | $3,148 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,645,014 | TotalAmt |
| Program Services | $2,257,195 | ProgramServicesAmt |
| Management And General | $387,819 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $580,800 | BOYAmt |
| EOY | $385,482 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $612,239 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,287 | BOYAmt |
| EOY | $212,917 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,039 | BOYAmt |
| EOY | $45,163 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,571,804 | BOYAmt |
| EOY | $52,130,741 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,289,930 | BOYAmt |
| EOY | $53,386,542 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,021 | BOYAmt |
| EOY | $192,657 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,840,803 | BOYAmt |
| EOY | $52,130,741 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,949,824 | BOYAmt |
| EOY | $52,323,398 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,106 | BOYAmt |
| EOY | $1,063,144 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,106 | BOYAmt |
| EOY | $1,063,144 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,289,930 | BOYAmt |
| EOY | $53,386,542 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $723,038 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $10 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $532,078 | CurrentTaxYearAmt |
| Total | $532,088 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $10 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $532,078 | CurrentTaxYearAmt |
| Total | $532,088 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $532,088 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $549 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,769 | CurrentTaxYearAmt |
| Total | $2,318 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $539 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,740 | CurrentTaxYearAmt |
| Total | $2,279 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $536,685 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,448,770 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2021 AMOUNT: $ 539. 2022 AMOUNT: $ 1,740. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,620,714 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,636,714 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $281,836 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $70,459 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $236,076 | CurrentYearMinus1Amt |
| Current Year | $281,836 | CurrentYearAmt |
| Total | $517,912 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $776,868 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $14,500 | CurrentYearMinus1Amt |
| Current Year | $16,000 | CurrentYearAmt |
| Total | $30,500 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $59,019 | CurrentYearMinus1Amt |
| Current Year | $70,459 | CurrentYearAmt |
| Total | $129,478 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $194,217 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD FOR OTHERS | Desc |
| Book Value | $52,130,741 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $52,130,741 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $3,388,252 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $20,200 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $20,200 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,368,052 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,368,052 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,665,214 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $20,200 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $20,200 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,645,014 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,645,014 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | AS PART OF ESI'S MISSION, CERTAIN FUNDS ARE HELD IN TRUST UNDER THE MANAGEMENT OF ESI, BUT UNDER THE DIRECTION AND CONTROL OF SPONSORED PROGRAMS. AT JUNE 30, 2023 AND 2022, ESI HAD A SIGNIFICANT CONTRACT WITH THE WASHINGTON DEPARTMENT OF COMMERCE. UNDER THE PROVISION OF THE CONTRACT, ESI IS THE PROGRAM ADMINISTRATOR OF THE ANDY HILL CANCER RESEARCH ENDOWMENT. RELEVANT HISTORY OF THIS CONTRACT IS INCLUDED BELOW. ON JULY 1, 2021, ESI ENTERED INTO A CONTRACT WITH THE LATINO COMMUNITY FUND (LCF) TO ACT AS PROGRAM ADMINISTRATOR FOR THE ANDY HILL CANCER RESEARCH ENDOWMENT FUND (CARE FUND). THE LATINO COMMUNITY FUND ENTERED INTO A CONTRACT WITH THE WASHINGTON DEPARTMENT OF COMMERCE AS PROGRAM ADMINISTRATOR EFFECTIVE JULY 1, 2021, AND, WITH COMMERCE APPROVAL, SUBCONTRACTED THE PROGRAM ADMINISTRATOR ROLE TO EVERGREEN SOCIAL IMPACT. AT THE TIME THESE CONTRACTS WERE EXECUTED, EVERGREEN SOCIAL IMPACT RECEIVED $12,863,203 IN FUNDS FROM THE CARE FUND'S FORMER PROGRAM ADMINISTRATOR. THIS INCLUDED $12,266,397 IN GRANTMAKING FUNDS AND $596,806 IN OPERATING FUNDS THAT WERE HELD BY THE FORMER PROGRAM ADMINISTRATOR ON BEHALF OF THE CARE FUND. THE DEPARTMENT OF COMMERCE/LCF CONTRACT WAS SUBSEQUENTLY ASSIGNED TO EVERGREEN SOCIAL IMPACT EFFECTIVE FEBRUARY 1, 2022. THE CARE FUND IS A LEGISLATIVELY CREATED AND FUNDED EFFORT BY WASHINGTON STATE, UNDER CHAPTER 43.348 OF THE REVISED CODE OF WASHINGTON (RCW), TO ACHIEVE SUSTAINABLE INVESTMENT IN CANCER RESEARCH, PREVENTION, AND CARE. THE FUND ITSELF, INCLUDING THE SOLICITATION AND SELECTION OF PROPOSALS AND THE FUNDING OF GRANTS, IS OVERSEEN BY A GOVERNOR-APPOINTED BOARD OF DIRECTORS THAT IS SEPARATE AND APART FROM THE EVERGREEN SOCIAL IMPACT BOARD OF DIRECTORS. CARE FUND GRANTMAKING FUNDS ARE HELD IN INVESTMENT ACCOUNTS IN THE CARE FUND'S NAME. PURSUANT TO THE CONTRACT, THESE FUNDS ARE NOT CONSIDERED AS BELONGING TO EVERGREEN SOCIAL IMPACT OR OVER WHICH EVERGREEN SOCIAL IMPACT HAS DISCRETION. CONSEQUENTLY, THESE FUNDS ARE REPORTED IN THE STATEMENT OF FINANCIAL POSITION AS A LIABILITY FOR FUNDS HELD FOR OTHERS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | ESI'S SPONSORED PROJECT, THE CARE FUND, MAKES CANCER RESEARCH GRANTS IN THE STATE OF WASHINGTON. THE CARE FUND WAS ESTABLISHED BY THE WA STATE LEGISLATURE AND IS GOVERNED BY STATUTE (RCW 43.348). GRANTS ARE MADE ONLY TO ENTITIES DOING RESEARCH IN WASHINGTON, AS REQUIRED BY STATUTE. THE CARE FUND HAS A GOVERNOR-APPOINTED BOARD THAT MAKES FINAL AWARD DECISIONS BASED ON RECOMMENDATIONS MADE BY AN INDEPENDENT PEER REVIEW PANEL. THE CARE FUND'S PROGRAMS TEAM RESPONSIBLE FOR MONITORING AND ENSURING FULL COMPLIANCE WITH ALL TERMS AND CONDITIONS OF THE GRANT AWARD CONTRACTS. GRANT RECIPIENTS ARE REQUIRED TO SUBMIT DETAILED REPORTS AS OUTLINED IN THE GRANT AWARDS AND THE PROGRAMS TEAM REVIEWS AND EVALUATES ALL REPORTS PRIOR TO AUTHORIZING PAYMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN CANCER SOCIETY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3380 CHASTAIN MEADOWS PKWY NW | AddressLine1Txt |
| City | KENNESAW | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 131788491 | RecipientEIN |
| IRC Section | 501C3 | IRCSectionDesc |
| Cash Grant | $12,500 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | SUPPORT FOR CANCER RESEARCH | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURA CANTRELL | ||||||||||||||
| CARE FUND EXEC. DIR. | $197,042 | $0 | $0 | $0 | $0 | $0 | $13,793 | $0 | $26,522 | $0 | $237,357 | $0 | $0 | $0 |
| SARAH HILLER | ||||||||||||||
| OPERATIONS DIRECTOR | $134,187 | $0 | $0 | $0 | $0 | $0 | $9,393 | $0 | $32,431 | $0 | $176,011 | $0 | $0 | $0 |
| BETH HARVEY | ||||||||||||||
| EXECUTIVE DIRECTOR | $138,301 | $0 | $0 | $0 | $0 | $0 | $9,681 | $0 | $9,770 | $0 | $157,752 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | EXECUTIVE DIRECTOR COMPENSATION IS ESTABLISHED BY THE BOARD BASED ON COMPARABLE REGIONAL SALARY SURVEY DATA (ARCHBRIGHT ANNUAL NONPROFIT SALARY SURVEY). ED SALARY IS APPROVED ANNUALLY AS PART OF THE BUDGET PROCESS. |
| PART I, LINE 7 | ANNUAL BONUSES BASED ON EMPLOYEE PERFORMANCE FOR ELIGIBLE EMPLOYEES. ELIGIBILITY BASED ON LENGTH OF SERVICE. THESE BONUSES ARE BASED ON ANNUAL PERFORMANCE REVIEWS AND ARE SUBJECT TO BUDGET AVAILABILITY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | EVERGREEN SOCIAL IMPACT PROVIDES FIDUCIARY SERVICES, INCLUDING GOVERNANCE, FUNDS MANAGEMENT, AND OTHER ADMINISTRATIVE SERVICES TO PROJECTS WITH SOCIAL-IMPACT MISSIONS. IT CAN ACT AS A LONG-TERM ADMINISTRATIVE HOME FOR NEW OR ESTABLISHED PROJECTS, OR AS A 'NONPROFIT INCUBATOR' FOR PROJECTS SEEKING TO BECOME INDEPENDENT NONPROFIT ORGANIZATIONS. BY PROVIDING AN ADMINISTRATIVE AND OPERATIONS HUB, IT SUPPORTS THEIR SPONSORED PROJECTS IN FOCUSING ON THEIR MISSIONS AND BUILDING CAPACITY. IN FY 2023, EVERGREEN SOCIAL IMPACT SERVED AS FISCAL SPONSOR FOR THREE SPONSORED PROJECTS. |
| FORM 990, PART VI, SECTION A, LINE 8B | NO COMMITTEES HAVE BEEN FORMED AS OF JUNE 30, 2023. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER BEING REVIEWED BY STAFF, A DRAFT OF THE 990 IS SENT TO THE BOARD PRIOR TO A REGULARLY SCHEDULED MEETING AND IS REVIEWED/DISCUSSED/VOTED ON AT THAT MEETING. THIS IS DONE PRIOR TO ISSUANCE AND FILING OF THE FINAL 990 RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE DIRECTOR COMPENSATION IS ESTABLISHED/APPROVED BY THE BOARD OF DIRECTORS AND IS BASED UPON RELEVANT MARKET DATA (ARCHBRIGHT WASHINGTON NONPROFIT SALARY SURVEY). SALARY IS APPROVED AS PART OF ANNUAL BUDGET APPROVAL. COMPENSATION FOR SPONSORED PROJECT EXECUTIVE DIRECTOR IS RECOMMENDED BY ESI EXECUTIVE DIRECTOR TO SPONSORED PROJECT BOARD CHAIR BASED ON RELEVANT MARKET DATA (EITHER ARCHBRIGHT OR THE COUNCIL ON FOUNDATIONS). SPONSORED PROJECT BOARD CHAIR APPROVES SPONSORED PROJECT ED COMPENSATION. COMPENSATION FOR ESI AND SPONSORED PROJECT EDS IS ESTABLISHED BY EDS BASED ON RELEVANT MARKET DATA WITHIN BUDGET CONSTRAINTS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023 |
| FORM 990, PART VI, SECTION C, LINE 19 | 990S AND AUDITED FINANCIAL STATEMENTS ARE POSTED ON ESI WEBSITE. FORM 1023, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEE: PROGRAM SERVICE EXPENSES 1,168,191. MANAGEMENT AND GENERAL EXPENSES 40,822. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,209,013. PR & TPA FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,648. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,648. PROJECT ADMIN FEE: PROGRAM SERVICE EXPENSES 2,278. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,278. |
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