2021-05-15T13:20:13-05:00 2020-06-30 911275259 SMITH BUNDAY BERMAN BRITTON PS 11808 NORTHUP WAY SUITE 240 BELLEVUE WA 980051959 990 2019-07-01 910903529 EVERGREEN TREATMENT SERVICES EVER 2062231482 4634 E MARGINAL WAY S NO C110 SEATTLE WA 98134 DONAVAN LAM CHIEF FINANCIAL OFFICER 2062233644 2021-05-15 1 ROB KLEE 4258278255 2019 2022-09-23 18:48:47Z X STEPHEN WOOLWORTH PHD 4634 E MARGINAL WAY S SUITE C110 SEATTLE WA 98134 27810302 0 X WWW.EVERGREENTREATMENT.ORG X 1973 WA TRANSFORMING THE LIVES OF INDIVIDUALS AND THEIR COMMUNITIES THROUGH INNOVATIVE AND EFFECTIVE OPIOID USE DISORDER TREATMENT AND STREET-BASED INTENSIVE CASE MANAGEMENT SERVICES 11 11 355 0 0 0 183423 334511 26760070 27473999 1309 -345027 -47169 -16304 26897633 27447179 0 0 0 0 17768246 19907914 0 0 168877 8448843 6944981 26217089 26852895 680544 594284 8317942 11895305 4290830 6475414 4027112 5419891 TRANSFORMING THE LIVES OF INDIVIDUALS AND THEIR COMMUNITIES THROUGH INNOVATIVE AND EFFECTIVE OPIOID USE DISORDER TREATMENT AND STREET-BASED INTENSIVE CASE MANAGMENT SERVICES 0 0 14331167 19123192 DRUG TREATMENT SERVICES (METHADONE MAINTENANCE & COUNSELING) FOR OPIATE ADDICTED PERSONS. FIVE (5) LICENSED CLINICS; APPROXIMATELY 3399 PERSONS SERVED. PROGRAM INCLUDES MEDICAID, MEDICARE, PRIVATE INSURANCE, AND PRIVATE PAY CLIENTS. 8545192 8302273 EXTENDED CASE MANAGEMENT TO INDIVIDUALS WITH COMPLEX BEHAVIORAL CONDITIONS (REACH). OVER 106 SPECIALIZED STAFF PROVIDE OUTREACH AND INTENSIVE CASE MANAGEMENT SERVICES IN THE GREATER SEATTLE AREA THROUGH MULTIPLE PROGRAMS. APPROXIMATELY 2800 HIGH NEED INDIVIDUALS ARE ASSISTED IN GAINING ACCESS TO HOUSING, FINANCIAL SUPPORT, HEALTHCARE, MENTAL HEALTH TREATMENT, ADDICTION TREATMENT, AND OTHER SOCIAL SERVICES IDENTIFIED BY CLIENTS. NURSES AND A MENTAL HEALTH SPECIALIST PROVIDE INTEGRATED HEALTHCARE AND LINKAGES TO PRIMARY CARE SERVICES. 21579 48534 RESEARCH PROJECTS - ETS PERIODICALLY PARTICIPATES IN A VARIETY OF ADDICTION RELATED RESEARCH PROJECTS WITH VARIOUS HEALTHCARE OR EDUCATIONAL PARTNERS. PROJECT SPONSORS HAVE INCLUDED THE NATIONAL INSTITUTE OF MENTAL HEALTH, THE NATIONAL INSTITUTE ON DRUG ABUSE, AND THE UNIVERSITY OF WASHINGTON. 22897938 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 108 0 1 355 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X X DONAVAN LAM 2069718830 4634 E MARGINAL WAY S SUITE C110 SEATTLE WA 98134 MYRANDA MILLER BOARD SECRETARY 1.00 X X 0 0 0 FAITH BOYD BOARD MEMBER 1.00 X 0 0 0 JACK ECKREM MBA BOARD TREASURER 1.00 X X 0 0 0 VINCENT BRIERE BOARD MEMBER 1.00 X 0 0 0 PAUL ISHII BOARD MEMBER 1.00 X 0 0 0 MOREEN DUDLEY BOARD VICE CHAIR 1.00 X X 0 0 0 BETSY WELLS BOARD CHAIR 1.00 X X 0 0 0 SETH MESSINGER BOARD MEMBER 1.00 X 0 0 0 ANNE MIZUTA BOARD MEMBER 1.00 X 0 0 0 JEFFREY SCONYERS BOARD MEMBER 1.00 X 0 0 0 JEANNE ANYOUZOA BOARD MEMBER 1.00 X 0 0 0 SCOTT WARNOCK DIRECTOR OF FINANCE 40.00 X 134419 0 10119 PAUL GREKIN ETS MEDICAL DIRECTOR 40.00 X 213457 0 21395 RONARD GIDDINGS MEDICAL PROVIDER 40.00 X 114290 0 14207 JACKIE BROSLMA MEDICAL PROVIDER 40.00 X 117051 0 9842 KELLEY CRAIG REACH CO-DIRECTOR 40.00 X 112024 0 16390 CATHERINE PEREZ DIRECTOR OF CLINIC & IMPLEMENTATION MANAGEMENT 40.00 X 124905 0 11357 MICHAEL WALKER DIRECTOR OF HR 40.00 X 119971 0 9562 936117 0 92872 8 0 1 0 DIAMOND PARKING INC 76 S WASHINGTON ST M102 SEATTLE WA 98104 RENT 194084 DARYL OWENS DBA SENSATIONAL SERVICE 13730 56TH AVE S APT G302 TUKWILA WA 98168 JANITORIAL SERVICES 170269 STEADMAN FAMILY REVOCABLE TRUST 3663 COLLEGE ST SE LACEY WA 98503 RENT 149690 UNIVERSITY OF WASHINGTON 325 9TH AVE BOX 359780 SEATTLE WA 98104 OTHER INCOME 123862 4 30133 304378 2145 334511 TITLE XIX - MEDICAID 621400 11136126 11136126 REACH CONTRACTS 621400 8302273 8302273 DRUG TREATMENT CONTRACT REVENUE 621400 2794214 2794214 TITLE XIX - MEDICARE 621400 2137519 2137519 OTHER 900099 1863293 1863293 1240574 1240574 27473999 1099 1099 346126 -346126 -346126 -346126 693 30133 16997 -16304 -16304 27447179 27473999 0 -361331 609370 448636 160734 15546528 13369761 2087601 89166 265087 230065 33267 1755 2195494 1908867 275474 11153 1291435 1119694 165016 6725 46502 46502 8400 8400 1253379 885461 343885 24033 499461 363579 125576 10306 370248 175161 194514 573 2103531 1911960 182404 9167 105978 90334 15595 49 99136 37689 61331 116 5100 5015 85 111728 70880 40848 MEDICAL, LABORATORY AND 1596930 1596867 63 BAD DEBT 513209 513209 BUSINESS TAXES AND LICE 86534 54376 32067 91 CONTINGENCY ASSET PURCH 59599 59599 85246 61800 7788 15658 26852895 22897938 3786080 168877 1172100 820194 187986 2179939 2898389 5244198 382302 511686 6498325 3359037 3677165 3139288 8317942 11895305 1089357 1625330 219152 239926 2987054 2982321 1623104 4290830 6475414 X 3052659 4297870 974453 1122021 4027112 5419891 8317942 11895305 594284 798495 0 X X 0 1 X 1 1 1 X 33739 65093 255617 183423 334511 872383 17320077 19603746 22308871 26760070 27473999 113466763 17353816 19668839 22564488 26943493 27808510 114339146 0 0 0 114339146 473 227 229 1309 1099 3337 473 227 229 1309 1099 3337 17354289 19669066 22564717 26944802 27809609 114342483 1.00000 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 8400 8400 0 PART II-B, LINE 1: ETS PAYS A LOBBYING FIRM TO MONITOR PROPOSED LEGISLATION IN THE WASHINGTON STATE LEGISLATURE THAT MIGHT EFFECT THE DELIVERY OF SERVICES TO PATIENTS. 0 4138613 1818995 2319618 2179241 1393142 786099 180471 146900 33571 3139288 CONTINGENT PROPERTY AND EQUIPMENT LIABILITIES 1623104 1623104 27477310 0 27477310 -30131 -30131 27447179 26869892 16997 16997 26852895 0 26852895 PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES - ROOTS OF RECOVERY -16,997. ADJUSTMENT TO DEFERRED REVENUES -13,134. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES - ROOTS OF RECOVERY 16,997. ROOTS OF RECOVERY 30826 30133 693 2692 11000 3305 30826 30133 693 2692 11000 3305 16997 -16304 X X 0 0 0 0 0 0 0 0 0 PAUL GREKIN ETS MEDICAL DIRECTOR 213457 0 0 0 0 0 0 0 21395 0 234852 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE CHIEF FINANCIAL OFFICER. ONCE APPROVED, THE FORM 990 IS ROUTED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR COMMENT. ANY FEEDBACK RECEIVED DURING THE REVIEW PROCESS IS INCORPORATED INTO THE FINAL VERSION THAT GETS FILED WITH THE INTERNAL REVENUE SERVICE. COPIES ARE THEN MADE AVAILABLE TO THE FULL BOARD OF DIRECTORS AND THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C EVERGREEN TREATMENT SERVICES (ETS) REQUIRES THAT ALL OFFICERS, DIRECTORS AND EXECUTIVE STAFF COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT. ADDITIONALLY, ETS' CHIEF EXECUTIVE AND EXECUTIVE STAFF HAVE THE RESPONSIBILITY OF MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST FOR POSSIBLE DISCLOSURE TO THE BOARD OF DIRECTORS IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS. IN THE EVENT A CONFLICT IS DETERMINED TO EXIST, THE MOST COMMON MONITORING AND ENFORCEMENT METHOD INVOLVES EXCLUDING THE INDIVIDUAL WITH CONFLICT FROM PARTICIPATING IN THE DISCUSSION AND ALL DECISIONS AND VOTES AFFECTING THE AREA OF CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF ETS' CHIEF EXECUTIVE INCLUDES COMPARABLE COMPENSATION INFORMATION SUCH AS THE ANNUAL UNITED WAY SURVEY AS WELL AS REVIEW OF COMPENSATION FOR SIMILARLY QUALIFIED PEOPLE IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. FINAL COMPENSATION IS SUBJECT TO REVIEW AND APPROVAL OF THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE PROCESS FOR DETERMININING COMPENSATION OF OTHER EMPLOYEES OTHER THAN ETS' CHIEF EXECUTIVE INCLUDES REVIEW OF MANY SOURCES OF SALARY INFORMATION. DUE TO MARKET CONDITIONS, CRITICAL REQUIREMENTS FOR MEDICAL ASSESSMENTS, AND PERIODICAL MEDICAL VISITS, THE SALARIES OF THE MEDICAL DIRECTORS AND PROVIDERS WERE INCREASED BY THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 EVERGREEN TREATMENT SERVICES ("ETS") MAKES FORMS 1023 AND 990 AVAILABLE TO THE PUBLIC UPON REQUEST. ETS ALSO PROVIDES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC AS REQUIRED. FORM 990, PART XI, QUESTION 2C: THE BOARD OF DIRECTORS, THROUGH THEIR FINANCE COMMITTEE, PROVIDES OVERSIGHT OF THE ANNUAL FINANCIAL STATEMENT AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. FORM 990, PART I, LINE 6 EVERGREEN TREATMENT SERVICES USES VOLUNTEERS TO SERVE ON ITS BOARD OF DIRECTORS AND RELATED BOARD COMMITTEES. PERIODICALLY, VOLUNTEERS ARE ALSO USED TO PERFORM A VARIETY OF OTHER NEEDED BUSINESS ACTIVITIES AS SUCH VOLUNTEERS BECOME AVAILABLE TO ETS. FORM 4562 - DEPRECIATION AND AMORTIZATION THE TAXPAYER HEREBY ELECTS, PURSUANT TO IRC SECTION 168(K)(7), NOT TO CLAIM FIRST YEAR BONUS DEPRECIATION FOR THE FOLLOWING QUALIFYING PROPERTY PLACED IN SERVICE DURING THE TAX YEAR ENDING 6/30/20. ALL PROPERTY IN THE 3 YEAR CLASS ALL PROPERTY IN THE 5 YEAR CLASS ALL PROPERTY IN THE 7 YEAR CLASS ALL PROPERTY IN THE 10 YEAR CLASS ALL PROPERTY IN THE 15 YEAR CLASS ALL PROPERTY IN THE 20 YEAR CLASS ALL PROPERTY IN THE 25 YEAR CLASS COMPUTER SOFTWARE AS DEFINED BY IRC SECTION 167(F)(1)(B) QUALIFIED LEASEHOLD IMPROVEMENT PROPERTY FORM 990, PART XI, LINE 8 DURING THE YEAR ENDED JUNE 30, 2020, MANAGEMENT DETECTED AN ERROR IN THE RECORDING OF DEPRECIATION OF GRANT ACQUIRED PROPERTY AND EQUIPMENT ACQUIRED DURING THE FISCAL YEARS 2016-2019. PRIOR YEAR FINANCIAL STATEMENTS INCORRECTLY INCLUDED DEPRECIATION EXPENSE FOR THESE ASSETS AGGREGATING $798,495. AS A RESULT OF THIS ERROR, DEPRECIATION EXPENSE IN THE THE STATEMENTS OF ACTIVITIES FOR THE FISCAL YEARS 2016-2019 WAS OVESTATED BY $798,495 AND THE CONTINGENT PROPERTY AND EQUIPMENT LIABILITIES ON JUNE 30 OF THE RESPECTIVE YEARS WERE OVERSTATED BY THE SAME AMOUNT. ACCORDINGLY, ON JULY 1, 2019, NET ASSETS WITHOUT DONOR RESTRICTIONS HAVE BEEN INCREASED BY $798,495 AND CONTINGENT LIABILITES HAVE BEEN DECREASED BY $798,495 TO CORRECT THIS MISSTATEMENT. SCHEDULE D, PART X, OTHER LIABILITIES CONTINGENT PROPERTY AND EQUIPMENT LIABILITIES REPRESENTS THE VALUE OF FIXED ASSETS THAT WERE ACQUIRED AND FINANCED BY CERTAIN REACH AND TREATMENT CONTRACT/GRANT FUNDS. SUCH FIXED ASSETS ARE NOT OWNED BY EVERGREEN TREATMENT SERVICES AND WILL NEED TO BE RETURNED TO THE GRANTOR AT THE END OF THE CONTRACT.