2022-12-01T13:17:30-06:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2021-07-01 862954398 EVERGREEN SOCIAL IMPACT EVER 2065695587 PO BOX 429 BOTHELL WA 98041 BETH HARVEY EXECUTIVE DIRECTOR 2065695587 2022-11-22 1 BETH HARVEY 999009999 ALLEN GILBERT CPA P01380103 4252506100 2022-11-22 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z BETH HARVEY PO BOX 429 BOTHELL WA 98041 2061616 0 X HTTPS://WWW.EVERGREENSOCIALIMPACT.ORG/ X 2021 WA 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. 3 3 9 6 0 0 0 10 0 2060518 0 549 0 539 0 2061616 0 250 0 0 0 839614 0 0 0 0 881646 0 1721510 0 340106 0 19289930 0 18949824 0 340106 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. 0 0 1424128 250 2060518 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. 1424128 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 1 0 0 0 X X SARAH KURTZMAN 2065695587 PO BOX 429 BOTHELL WA 98041 ANNIE BLACKLEDGE CHAIR 1.00 X X 0 0 0 PETER BLOCH GARCIA VICE CHAIR 1.00 X X 0 0 0 ALEJANDRA TRES SECRETARY/TREASURER 1.00 X X 0 0 0 LAURA CANTRELL CHAIR (THRU 12/1/21) 1.00 X X 0 0 0 SARAH HILLER VICE CHAIR (THRU 12/1/21) 1.00 X X 0 0 0 BETH HARVEY EXECUTIVE DIRECTOR 36.00 X 53130 0 900 SARAH KURTZMAN FINANCE MANAGER 20.00 X 5333 0 188 58463 0 1088 0 0 0 0 FRED HUTCHINSON CANCER CENTER 1100 FAIRVIEW AVE N SEATTLE WA 98109 COVID-19 DATA PROJECT 591666 1 10 10 FISCAL SPONSORSHIP 561000 2060518 2060518 2060518 549 549 MISC INCOME 561000 539 539 539 2061616 2060518 0 1088 X 250 250 59551 27567 31984 594912 461463 133449 128986 103097 25889 56165 42431 13734 2920 2920 820 820 14500 14500 694508 658890 35618 17241 14075 3166 86991 71018 15973 1661 1520 141 6425 6339 86 14215 9030 5185 TAXES AND LICENSES 27018 18611 8407 DUES, SUBSCRIPTIONS AND 8675 5614 3061 STAFF DEVELOPMENT 6122 3889 2233 MISC 550 334 216 1721510 1424128 297382 0 580800 117287 20039 18571804 0 19289930 109021 18840803 0 18949824 X 340106 0 340106 0 19289930 340106 0 X X 0 1 X 1 0 X 10 10 10 10 10 549 549 539 539 1098 2060518 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 539. 14500 14500 1707010 1721510 236076 59019 0 0 236076 236076 354114 14500 14500 59019 59019 88529 0 MARKETABLE SECURITIES 18571804 F 18571804 2061616 0 2061616 0 2061616 1721510 0 1721510 0 1721510 FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE BEEN FORMED AS OF JUNE 30, 2022. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS FIRST REVIEWED BY EXECUTIVE DIRECTOR AND FINANCE MANAGER. ONCE SIGNED OFF BY THEM, 990 WILL BE PRESENTED TO FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING WITH IRS FORM 990, PART VI, SECTION B, LINE 12 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. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEE: PROGRAM SERVICE EXPENSES 656,318. MANAGEMENT AND GENERAL EXPENSES 35,618. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 691,936. PAYROLL FEE: PROGRAM SERVICE EXPENSES 2,572. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,572. FORM 990, PART XII, LINE 2C: THE PROCESS OF SELECTING AN INDEPENDENT ACCOUNTING FIRM HAS NOT CHANGED FROM THE PRIOR YEAR.