FORTERRA NW: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FORTERRA NW (EIN 94-3112461)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201913199349318546
- Schema version
- 2018v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T19:30:11-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 912011386 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACOBSON JARVIS & CO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FIRST AVE WEST SUITE 200 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981194219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943112461 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORTERRA NW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORT | BusinessNameControlTxt |
| Phone | 2062925907 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 FIFTH AVENUE NO 2200 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98164 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM BROMLEY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2062925907 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD DONKIN CPA | PreparerPersonNm |
| PTIN | P00147726 | PTIN |
| Phone | 2066288990 | PhoneNum |
| Preparation | 2019-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.210.254.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 17:26:16 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CEBD717F4B3351FF1B977296098DBAF35E2BFDE6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B15AA44761E72C6E301F8A1960E9A8784BDE0E78 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHELLE CONNOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 FIFTH AVENUE NO 2200 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98164 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,531,281 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FORTERRA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | PROTECT, ENHANCE AND STEWARD OUR REGION'S COMMUNITIES AND LANDSCAPES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 70 | TotalEmployeeCnt |
| Total Volunteers | 2634 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $30,154 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,570,309 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,580,477 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $837,607 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $966,551 | CYProgramServiceRevenueAmt |
| PY Investment Income | $318,482 | PYInvestmentIncomeAmt |
| CY Investment Income | $192,532 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$104,273 | PYOtherRevenueAmt |
| CY Other Revenue | -$109,492 | CYOtherRevenueAmt |
| PY Total Revenue | $13,622,125 | PYTotalRevenueAmt |
| CY Total Revenue | $14,630,068 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,115,503 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $101,410 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,571,224 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,889,151 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,055,502 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,800,934 | PYOtherExpensesAmt |
| CY Other Expenses | $3,241,951 | CYOtherExpensesAmt |
| PY Total Expenses | $9,487,661 | PYTotalExpensesAmt |
| CY Total Expenses | $7,232,512 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,134,464 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,397,556 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,187,301 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,393,602 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,169,584 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,294,460 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,017,717 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,099,142 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ACT WITH IMMEDIACY TO PROTECT, ENHANCE AND STEWARD OUR REGION'S MOST PRECIOUS RESOURCES - ITS COMMUNITIES AND ITS LANDSCAPES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,359,712 | ExpenseAmt |
| Grant | $101,410 | GrantAmt |
| Revenue | $694,950 | RevenueAmt |
| Desc | CONSERVATION: FORTERRA'S MISSION IS TO SECURE PLACES - URBAN, RURAL, AND WILD-THAT ARE KEYSTONES OF A SUSTAINABLE FUTURE FOR ALL. FROM WILDLANDS AND WORKING FARMS AND FORESTS TO PLACES IN THE CITY FOR AFFORDABLE HOUSING, PARKS AND THE ARTS, WE WORK SIMULTANEOUSLY ACROSS ALL LANDSCAPES BECAUSE WE BELIEVE CONSERVATION WORK IS INTERCONNECTED. AND FORTERRA BELIEVES THAT ULTIMATELY PEOPLE AND LANDS MUST ALL THRIVE TOGETHER. TO ACHIEVE THIS MISSION, FORTERRA WORKS WITH REGIONAL PARTNERS AND STAKEHOLDERS TO ENGAGE IN COMMUNITY VISIONING, PLANNING, POLICY WORK, ECONOMIC DEVELOPMENT, RECREATION INITIATIVES, AND CONSERVATION-ALL WITH THE AIM OF MAKING LAND CONSERVATION WORK FOR OUR COMMUNITIES. OVER THE PAST 25 YEARS, FORTERRA HAS COMPLETED 400+ TRANSACTIONS AND CONSERVED 250,000+ ACRES. WE HAVE CONSERVED CRITICAL SALMON HABITAT, AGRICULTURAL LAND, AND ARE DEVELOPING URBAN LAND FOR AFFORDABLE HOUSING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,208,095 | ExpenseAmt |
| Revenue | $107,287 | RevenueAmt |
| Desc | STEWARDSHIP: STEWARDSHIP IS AN INTEGRAL PART OF CONSERVATION. IN NEARLY 30 YEARS, FORTERRA HAS WORKED WITH COMMUNITIES AROUND WASHINGTON STATE TO PERMANENTLY PROTECT 250,000 ACRES OF WILDERNESS, WORKING LANDS, FORESTS, RIVERS AND STREAMS, URBAN GREEN SPACE, PARKS AND COMMUNITY GARDENS. FORTERRA HAS WORKED WITH LANDOWNERS TO CONSERVE OUR SPECIAL PLACES FOR THE PAST 25 YEARS. WE SEEK PERMANENT CONSERVATION, EITHER THROUGH OUTRIGHT ACQUISITION (FEE SIMPLE INTEREST) OR PARTIAL ACQUISITION (LIMITED INTEREST, CONSERVATION EASEMENT). FORTERRA HAS WORKED WITH TRIBES AND FEDERAL, STATE, AND LOCAL GOVERNMENTS IN A VARIETY OF CAPACITIES TO HELP PROTECT AND RESTORE KEY CONSERVATION PROPERTIES THROUGHOUT THE PACIFIC NORTHWEST. IN THE PROCESS WE'VE DEVELOPED THE RELEVANT SKILLS AND EXPERIENCE IN LAND TRANSACTION FACILITATION, LAND CONSERVATION STRATEGY AND FUNDRAISING AND FINANCING. WE SEEK TO CAPTURE SELECT REAL ESTATE OPPORTUNITIES IN KEYSTONE NEIGHBORHOOD PROPERTIES THAT SOMEDAY WILL BE IMPORTANT ASSETS FOR THE COMMUNITY, BY PURCHASING AND HOLDING UNTIL A LONG TERM BUYER CAN BE SECURED. THESE INCLUDE POTENTIAL ECONOMIC DEVELOPMENT, ARTS OR CULTURAL FACILITIES AND AFFORDABLE HOUSING ON PROPERTIES BY FUTURE TRANSIT OR TOWN CENTERS WHOSE PRICES WOULD OTHERWISE BE OUT OF REACH IN THE FUTURE. THERE ARE MANY POTENTIAL APPLICATIONS FOR LAND BANKING THAT POSITIVELY AFFECT THE HEALTH AND SUSTAINABILITY OF OUR COMMUNITIES, AND WE ARE ALWAYS INTERESTED IN EXPLORING OPPORTUNITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $479,620 | ExpenseAmt |
| Revenue | $164,314 | RevenueAmt |
| Desc | POLICY AND FUNDS: FORTERRA BRINGS DECADES OF EXPERIENCE TO THE CREATION OF MARKET-BASED GROWTH MANAGEMENT AND CONSERVATION TOOLS. FORTERRA HAS BEEN INVOLVED IN THE DESIGN, ADOPTION, AND IMPLEMENTATION OF TRANSFER OF DEVELOPMENT RIGHTS (TDR) PROGRAMS AT THE CITY, COUNTY AND REGIONAL LEVELS. FORTERRA'S LANDSCAPE CONSERVATION AND LOCAL INFRASTRUCTURE PROGRAM (LCLIP) GIVES CITIES A FINANCIAL INCENTIVE TO PROTECT RESOURCE LANDS AND MAKE INFRASTRUCTURE INVESTMENTS. ANOTHER INNOVATIVE PROGRAM, FORTERRA'S EVERGREEN CARBON CAPTURE (ECC) PROGRAM, PROVIDES LOCAL COMPANIES AND ORGANIZATIONS THE OPPORTUNITY TO INVEST IN LOCAL TREE PLANTING PROJECTS TO MITIGATE THEIR CARBON EMISSIONS. TO DATE, FORTERRA HAS WORKED WITH 36 COMPANIES TO PLANT TREES AT OVER 33 LOCATIONS. FORTERRA IS ALSO WORKING TO CATALYZE A MARKET FOR THE SUSTAINABLE PRODUCTION AND USE OF ENGINEERED MASS TIMBER PRODUCTS LIKE CROSS LAMINATED TIMBER. MASS TIMBER IS A PROMISING BUILDING SYSTEM THAT COULD LOWER THE COSTS OF CONSTRUCTION IN OUR CITIES, SUPPORT RURAL ECONOMIC DEVELOPMENT, AND REDUCE CARBON EMISSIONS ASSOCIATED WITH CLIMATE CHANGE WHEN SUSTAINABLY SOURCED. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $364,900 | ExpenseAmt |
| Desc | OUTREACH AND PUBLIC EDUCATION: FORTERRA PROVIDES EDUCATIONAL INFORMATION ON CONSERVATION TO THE PUBLIC, PRESENTS ITS MISSION AND VISSION TO COMMUNITY LEADERS AND ORGANIZATIONS, AND PARTICIPATES IN PUBLIC FORUMS ABOUT CONSERVATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $364,900 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $4,412,327 | 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 | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 59 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 70 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIM BROMLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2069056918 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 FIFTH AVENUE NO 2200 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98164 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| TERRY MUTTER | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAN NORDSTROM | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DENNIS MADSEN | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RUTH TRUE | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BETH BIRNBAUM | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAT CALLAHAN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC CAMPBELL | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM CEIS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GIGI COE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA DINGFIELD | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL FORD | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA GRAUMLICH | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM GREENFIELD | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BERT GREGORY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY HOOD | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG JOHNSON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SARA KENDALL | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA LARSON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ORIN LEVINE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS LLOYD | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RYAN MULLENIX | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA NEUNZIG | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM O'KEEFE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA OSTROVSKY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DE'SEAN QUINN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HEATHER REDMAN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLAN STEINMAN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AARON TOSO | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY WILLIAMS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE CONNOR | |||||||
| PRESIDENT AND CEO (FROM 5/2018) | 40.00 | Yes (X) | $184,585 | $0 | $7,253 | ||
| EUGENE DUVERNOY | |||||||
| PRESIDENT AND CEO (UP TO 4/2018) | 40.00 | Yes (X) | $281,982 | $0 | $8,016 | ||
| TERESA MACALUSO | |||||||
| INTERIM CFO (FROM 8/2018) | 40.00 | Yes (X) | $82,725 | $0 | $0 | ||
| LESLIE HAYDEN | |||||||
| CFO (UP TO 7/2018) | 40.00 | Yes (X) | $59,904 | $0 | $4,698 | ||
| MICHAEL BENEKE | |||||||
| VP OF COMMUNICATIONS | 40.00 | $115,537 | $0 | $10,610 | Yes (X) | ||
| FRED SWENSON | |||||||
| VP OF POLICY AND PROGRAMMING | 40.00 | $118,830 | $0 | $10,167 | Yes (X) | ||
| KRISTI ENGLAND | |||||||
| EXECUTIVE DIRECTOR EARTH DAY NW 2020 PROJECT | 40.00 | $121,033 | $0 | $4,152 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $964,596 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $44,896 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHOR QEA LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 3RD AVE SUITE 2600 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ENGINEERING CONSULTING | ServicesDesc |
| Compensation | $114,242 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $826,597 | FundraisingAmt |
| Government Grants | $3,006,778 | GovernmentGrantsAmt |
| All Other Contributions | $9,747,102 | AllOtherContributionsAmt |
| Noncash Contributions | $144,680 | NoncashContributionsAmt |
| Total Contributions | $13,580,477 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROJECT REVENUE | Desc |
| Business | 531390 | BusinessCd |
| Total Revenue Column | $966,551 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $966,551 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $966,551 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $242,553 | TotalRevenueColumnAmt |
| Exclusion | $242,553 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,908 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,908 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,908 | TotalRevenueColumnAmt |
| Exclusion | $15,908 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $142,191 | SecuritiesAmt |
| Other | $4,579,759 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $149,384 | SecuritiesAmt |
| Other | $4,622,587 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$7,193 | SecuritiesAmt |
| Other | -$42,828 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$50,021 | TotalRevenueColumnAmt |
| Exclusion | -$50,021 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $826,597 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $129,242 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$129,242 | TotalRevenueColumnAmt |
| Exclusion | -$129,242 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,842 | TotalRevenueColumnAmt |
| Exclusion | $3,842 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,842 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,630,068 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $966,551 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $83,040 | 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 | $101,410 | TotalAmt |
| Program Services | $101,410 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $629,163 | TotalAmt |
| Program Services | $99,913 | ProgramServicesAmt |
| Management And General | $503,668 | ManagementAndGeneralAmt |
| Fundraising | $25,582 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,680,748 | TotalAmt |
| Program Services | $1,634,707 | ProgramServicesAmt |
| Management And General | $485,849 | ManagementAndGeneralAmt |
| Fundraising | $560,192 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,827 | TotalAmt |
| Program Services | $45,541 | ProgramServicesAmt |
| Management And General | $16,879 | ManagementAndGeneralAmt |
| Fundraising | $11,407 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,568 | TotalAmt |
| Program Services | $123,524 | ProgramServicesAmt |
| Management And General | $72,442 | ManagementAndGeneralAmt |
| Fundraising | $52,602 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,845 | TotalAmt |
| Program Services | $140,009 | ProgramServicesAmt |
| Management And General | $69,926 | ManagementAndGeneralAmt |
| Fundraising | $46,910 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,202 | TotalAmt |
| Program Services | $13,839 | ProgramServicesAmt |
| Management And General | $1,363 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,177 | TotalAmt |
| Program Services | $23,464 | ProgramServicesAmt |
| Management And General | $9,663 | ManagementAndGeneralAmt |
| Fundraising | $7,050 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,500 | TotalAmt |
| Program Services | $49,500 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,497 | TotalAmt |
| Management And General | $4,497 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,013,824 | TotalAmt |
| Program Services | $647,459 | ProgramServicesAmt |
| Management And General | $310,575 | ManagementAndGeneralAmt |
| Fundraising | $55,790 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,614 | TotalAmt |
| Program Services | $6,316 | ProgramServicesAmt |
| Fundraising | $6,298 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,104 | TotalAmt |
| Program Services | $113,934 | ProgramServicesAmt |
| Management And General | $60,357 | ManagementAndGeneralAmt |
| Fundraising | $119,813 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,858 | TotalAmt |
| Program Services | $40,906 | ProgramServicesAmt |
| Management And General | $20,709 | ManagementAndGeneralAmt |
| Fundraising | $32,243 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,168 | TotalAmt |
| Program Services | $212,259 | ProgramServicesAmt |
| Management And General | $109,175 | ManagementAndGeneralAmt |
| Fundraising | $66,734 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,997 | TotalAmt |
| Program Services | $78,489 | ProgramServicesAmt |
| Management And General | $15,425 | ManagementAndGeneralAmt |
| Fundraising | $17,083 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,104 | TotalAmt |
| Program Services | $11,801 | ProgramServicesAmt |
| Management And General | $8,088 | ManagementAndGeneralAmt |
| Fundraising | $215 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,569 | TotalAmt |
| Program Services | $273,569 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,277 | TotalAmt |
| Program Services | $36,007 | ProgramServicesAmt |
| Management And General | $19,109 | ManagementAndGeneralAmt |
| Fundraising | $11,161 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,012 | TotalAmt |
| Program Services | $46,827 | ProgramServicesAmt |
| Management And General | $25,054 | ManagementAndGeneralAmt |
| Fundraising | $14,131 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STEWARDSHIP EXPENSES | $427,498 | $427,498 | ||
| ACQUISITION EXPENSES | $210,769 | $181,694 | $11,756 | $17,319 |
| BUSINESS TAXES | $105,690 | $103,661 | $2,029 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,091 | TotalAmt |
| Management And General | $18,119 | ManagementAndGeneralAmt |
| Fundraising | $10,972 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,232,512 | TotalAmt |
| Program Services | $4,412,327 | ProgramServicesAmt |
| Management And General | $1,764,683 | ManagementAndGeneralAmt |
| Fundraising | $1,055,502 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,786,839 | BOYAmt |
| EOY | $3,837,482 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,605,831 | BOYAmt |
| EOY | $4,609,746 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,564,146 | BOYAmt |
| EOY | $1,347,168 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,840 | BOYAmt |
| EOY | $333,870 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,329,158 | BOYAmt |
| EOY | $2,275,810 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,684 | BOYAmt |
| EOY | $255,358 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,179,657 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $963,738 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,575,302 | BOYAmt |
| EOY | $18,215,919 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,452,952 | BOYAmt |
| EOY | $3,314,881 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,340 | BOYAmt |
| EOY | $885,064 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,857,209 | BOYAmt |
| EOY | $8,318,304 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,187,301 | BOYAmt |
| EOY | $43,393,602 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,841 | BOYAmt |
| EOY | $579,015 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,689 | BOYAmt |
| EOY | $115,357 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,495,054 | BOYAmt |
| EOY | $3,600,088 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,169,584 | BOYAmt |
| EOY | $4,294,460 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,414,239 | BOYAmt |
| EOY | $30,500,636 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,584,395 | BOYAmt |
| EOY | $7,800,240 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,019,083 | BOYAmt |
| EOY | $798,266 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,017,717 | BOYAmt |
| EOY | $39,099,142 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,187,301 | BOYAmt |
| EOY | $43,393,602 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,397,556 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$309,214 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$6,917 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | 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 Minus4 Years | $5,045,708 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,336,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,576,577 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,570,309 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,580,477 | CurrentTaxYearAmt |
| Total | $43,109,580 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,045,708 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,336,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,576,577 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,570,309 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,580,477 | CurrentTaxYearAmt |
| Total | $43,109,580 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,891,306 | SubstantialContributorsTotAmt |
| Public Support Total170 | $34,218,274 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $143,628 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $139,346 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $116,427 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $243,163 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $258,461 | CurrentTaxYearAmt |
| Total | $901,025 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $863 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,656 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,303 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,842 | CurrentTaxYearAmt |
| Total | $9,297 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,019,902 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,924,202 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89920 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $49,500 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $49,500 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,183,012 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,232,512 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $511,626 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $127,907 | 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 Minus3 | $456,126 | CurrentYearMinus3Amt |
| Current Year Minus2 | $569,900 | CurrentYearMinus2Amt |
| Current Year Minus1 | $624,383 | CurrentYearMinus1Amt |
| Current Year | $511,626 | CurrentYearAmt |
| Total | $2,162,035 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,243,053 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $66,365 | CurrentYearMinus3Amt |
| Current Year Minus2 | $64,500 | CurrentYearMinus2Amt |
| Current Year Minus1 | $54,000 | CurrentYearMinus1Amt |
| Current Year | $49,500 | CurrentYearAmt |
| Total | $234,365 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $114,032 | CurrentYearMinus3Amt |
| Current Year Minus2 | $142,475 | CurrentYearMinus2Amt |
| Current Year Minus1 | $156,096 | CurrentYearMinus1Amt |
| Current Year | $127,907 | CurrentYearAmt |
| Total | $540,510 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $810,765 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $43 | CurrentYearMinus3Amt |
| Total | $43 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-A | FormAndLineReferenceDesc |
| Explanation | THROUGHOUT THE YEAR STAFF AND CONTRACT LOBBYISTS MET WITH LOCAL, STATE AND FEDERAL ELECTED OFFICIALS AND AGENCIES TO ADVANCE VARIOUS CONSERVATION AND SMART GROWTH INITIATIVES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Total Easements | 98 | TotalEasementsCnt |
| Total Acreage | 8064.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 1100.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $8,500 | ExpensesIncurredEnforcementAmt |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $61,846 | BeginningBalanceAmt |
| Additions During Year | $15,310 | AdditionsDuringYearAmt |
| Distributions During Year | $79,226 | DistributionsDuringYearAmt |
| Ending Balance | -$2,070 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $807,460 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$9,194 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $798,266 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $820,172 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $26,420 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $39,132 | OtherExpendituresAmt |
| End Year Balance | $807,460 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $837,446 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,489 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $40,763 | OtherExpendituresAmt |
| End Year Balance | $820,172 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $882,123 | BeginningYearBalanceAmt |
| Contributions | $2,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,914 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $40,763 | OtherExpendituresAmt |
| End Year Balance | $837,446 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $826,236 | BeginningYearBalanceAmt |
| Contributions | $78,646 | ContributionsAmt |
| Investment Earnings Or Losses | -$22,759 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $882,123 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,104,273 | OtherCostOrOtherBasisAmt |
| Book Value | $18,104,273 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $216,114 | OtherCostOrOtherBasisAmt |
| Depreciation | $196,106 | DepreciationAmt |
| Book Value | $20,008 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $815,426 | OtherCostOrOtherBasisAmt |
| Depreciation | $746,820 | DepreciationAmt |
| Book Value | $68,606 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,844 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,812 | DepreciationAmt |
| Book Value | $23,032 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,215,919 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| EARNEST MONEY DEPOSITS | $31,000 |
| PROPERTY HELD FOR SALE | $8,287,304 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,318,304 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT LIABILITY | $201,132 |
| SIGNATURE FUND LINE OF CREDIT | $3,398,956 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,600,088 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $14,872,529 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$309,214 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $426,930 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $129,242 | OtherRevenueAmt |
| Revenue Not Reported | $246,958 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,625,571 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $4,497 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $4,497 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,630,068 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,784,188 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $426,931 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $129,242 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $556,173 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,228,015 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $4,497 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $4,497 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,232,512 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | EASEMENTS ARE CAPITALIZED AT A NOMINAL VALUE OF $1. ADDITIONAL COSTS OF ACQUIRING EASEMENTS ARE EXPENSED AS INCURRED. |
| PART IV, LINE 1B: | IN JULY 2015, FORTERRA ENTERED INTO A FISCAL SPONSORSHIP AGREEMENT WITH A COMMUNITY BASED GROUP IN SNOHOMISH COUNTY. FOR THE YEAR ENDED DECEMBER 31, 2018, TOTAL REVENUE OF $15,310 AND TOTAL EXPENSES OF $47,134 WERE REPORTED. IN 2017, FORTERRA ENTERED INTO A FISCAL SPONSORSHIP AGREEMENT WITH A COMMUNITY LAND TRUST BASED IN SEATTLE. FOR THE YEAR ENDED DECEMBER 31, 2018, NO REVENUE WAS EARNED HOWEVER TOTAL EXPENSES OF $32,092 WERE REPORTED. |
| PART V, LINE 4: | FORTERRA'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL FUNDS, BOTH ESTABLISHED FOR LONG-TERM LAND STEWARDSHIP. THE ENDOWMENT INCLUDES ONLY DONOR-RESTRICTED ENDOWMENT FUNDS. THERE ARE NO FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP), NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. FORTERRA HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 4 PERCENT OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR 12 QUARTERS THROUGH THE CALENDAR YEAR-END PRECEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, FORTERRA CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 129,242. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 129,242. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AWARDS BREAKFAST | Event1Nm |
| Gross Receipts Event1 | $777,234 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $777,234 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $129,242 | RentFacilityCostsEvent1Amt |
| Event2 | EVERGREEN CARBON CAPTURE | Event2Nm |
| Gross Receipts Event2 | $49,363 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $49,363 | CharitableContriEvent2Amt |
| Gross Receipts Total | $826,597 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $826,597 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $129,242 | RentFcltyCostsTotalEventsAmt |
| Direct Expense Summary Events | $129,242 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$129,242 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| KING COUNTY | ||||||
| 201 S JACKSON ST SUITE 700 | SEATTLE | WA | 98104 | 115 | $99,825 | SOOS CREEK PARKOOS CREEK PARK |
| GREATER TACOMA COMMUNITY FOUNDATION | ||||||
| 950 PACIFIC AVE SUITE 1100 | TACOMA | WA | 98402 | 501C3 | $1,585 | CONSERVATIONCONSERVATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT MONITORING ACTIVITIES WILL TYPICALLY OCCUR THROUGHOUT THE YEAR AND MAY TAKE VARIOUS FORMS DEPENDING ON WHAT IS DEEMED MOST APPROPRIATE FOR THE GRANT RECIPIENT. THIS MAY INCLUDE GRANT REPORTS, MEETING WITH GRANT RECIPIENTS AND SITE VISITS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | Yes (1) | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHELLE CONNOR | ||||||||||||||
| PRESIDENT AND CEO (FROM 5/2018) | $172,085 | $0 | $12,500 | $0 | $0 | $0 | $6,438 | $0 | $815 | $0 | $191,838 | $0 | $0 | $0 |
| EUGENE DUVERNOY | ||||||||||||||
| PRESIDENT AND CEO (UP TO 4/2018) | $206,982 | $0 | $75,000 | $0 | $0 | $0 | $7,290 | $0 | $726 | $0 | $289,998 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE COMPENSATION COMMITTEE (A SUB-SET OF THE EXECUTIVE COMMITTEE OF THE BOARD, INCLUDING THE BOARD CHAIR) CONDUCTS AN ANNUAL PERFORMANCE EVALUATION OF THE CEO (AGAINST PRE-DETERMINED GOALS). CEO COMPENSATION IS A COMBINATION OF BASE PAY AND PERFORMANCE PAY RELATED TO THE COMPLETION OF THOSE ORGANIZATIONAL GOALS. FOLLOWING THE ANNUAL EVALUATION, THE SAME COMMITTEE EVALUATES AND RECOMMENDS PERCENTAGE OF PERFORMANCE PAY TO BE PAID, AS WELL AS COMPENSATION PACKAGE FOR THE FOLLOWING YEAR. EVERY 2-3 YEARS A SALARY SURVEY IS COMPILED AND USED FOR COMPARATIVE PURPOSES (USING REGIONAL DATA FROM LIKE-SIZED NON-PROFIT ENTITIES AS WELL AS COMPARABLE LAND TRUST/POLICY ORGANIZATIONS NATIONALLY). THE FULL BOARD REVIEWS AND APPROVES THE COMMITTEE'S RECOMMENDATION IN EXECUTIVE SESSION, AND A FORMAL MEMO FROM THE CHAIR IS PROVIDED FOR THE CEO'S PERSONNEL FILE. |
| PART I, LINE 5 | COMPENSATION FOR PERFORMANCE IS BASED ON SEVERAL ELEMENTS, ONE OF WHICH IS THE EXTENT TO WHICH CERTAIN PROGRAM AREAS COVER THEIR EXPENSES OR CREATE ADDITIONAL REVENUE TO GROW THE ORGANIZATION. AT THE BEGINNING OF THE PERIOD, EACH DEPARTMENT SETS 3-4 GOALS (INCLUDING REVENUE GOALS) WITH MANAGEMENT, AND DEPARTMENT MANAGEMENT SETS 3-6 INDIVIDUAL GOALS (WHICH MAY INCLUDE SECURING CONTRACTS OR CLOSING ON CONSERVATION PROPERTIES WHICH PROVIDE REVENUE). A CALCULATION IS MADE AT THE END OF THE PERIOD BASED ON MEETING GOALS (0-200% PER GOAL). AT VARIOUS LEVELS OF THE ORGANIZATION, THE PERCENTAGE DUE TO ORGANIZATION, DEPARTMENT, AND INDIVIDUAL ARE DIFFERENT - MANAGEMENT HAS MORE IMPACT ON ORGANIZATION GOALS, LESS SO ON INDIVIDUAL PERFORMANCE. A VICE PRESIDENT WOULD HAVE 20% FOR INDIVIDUAL PERFORMANCE, 50% FOR DEPARTMENT GOALS, AND 30% FOR ORGANIZATIONAL 'NET REVENUE; A PROJECT MANAGER WOULD HAVE 40% FOR INDIVIDUAL PERFORMANCE, 40% FOR DEPARTMENT GOALS, AND 20% FOR OVERALL ORGANIZATIONAL SUCCESS BASED ON NET REVENUE. DEPARTMENT MANAGERS RATE THEIR STAFF, HR REVIEWS FOR INTERNAL CONSISTENCY ACROSS DEPARTMENTS, AND EXECUTIVE MANAGEMENT RATES DEPARTMENT PERFORMANCE AGAINST GOALS. ORGANIZATIONAL PERFORMANCE MUST MEET CERTAIN NET REVENUE THRESHOLD TO BE PAID OUT. CEO/PRESIDENT COMPENSATION IS REVIEWED BY BOARD COMMITTEE AGAINST 7-9 SPECIFIC GOALS, INCLUDING ORGANIZATION'S YEAR END FINANCIALS. EACH GOAL IS GIVEN A RATING OF 0-2 WITH SPECIFIC PERFORMANCE MEASURES AGAINST EACH SCORE THAT CAN BE EVALUATED TO THE NEAREST TENTH. ALL MEASURES ARE THEN AVERAGED TO CREATE AN OVERALL SCORE. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $144,238 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SUPPLIES | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $442 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 19: | MANY OF THE PROJECTS WHICH FORTERRA UNDERTAKES TO ACHIEVE THEIR MISSION SPAN SEVERAL YEARS. NET REVENUES FROM COMPLETION OF THESE PROJECTS CAN BE REINVESTED TO FUND THE DEVELOPMENT OF PROJECTS IN FUTURE PERIODS, COVERING NET LOSSES IN YEARS WITH NO SIGNIFICANT PROJECT CLOSINGS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH EACH NEW OFFICER, DIRECTOR AND KEY EMPLOYEE. THEY SIGN A STATEMENT AFFIRMING THEIR UNDERSTANDING. COI DISCLOSURE STATEMENTS ARE SENT TO EACH OFFICER, DIRECTOR AND KEY EMPLOYEE ANNUALLY. ELT MONITORS FOR ANY PREVIOUSLY UNDISCLOSED INFORMATION AND ENSURES FULL COMPLIANCE. BOARD MEMBERS RECUSE THEMSELVES IF THEY HAVE KNOWLEDGE OF ANY RELATIONSHIP OR PRECEIVED RELATIONSHIP RELATED TO PENDING RESOLUTIONS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION COMMITTEE (A SUB-SET OF THE EXECUTIVE COMMITTEE OF THE BOARD, INCLUDING THE BOARD CHAIR) CONDUCTS AN ANNUAL PERFORMANCE EVALUATION OF THE CEO (AGAINST PRE-DETERMINED GOALS). CEO COMPENSATION IS A COMBINATION OF BASE PAY AND PERFORMANCE PAY RELATED TO THE COMPLETION OF THOSE ORGANIZATIONAL GOALS. FOLLOWING THE ANNUAL EVALUATION, THE SAME COMMITTEE EVALUATES AND RECOMMENDS PERCENTAGE OF PERFORMANCE PAY TO BE PAID, AS WELL AS COMPENSATION PACKAGE FOR THE FOLLOWING YEAR. EVERY 2-3 YEARS A SALARY SURVEY IS COMPILED AND USED FOR COMPARATIVE PURPOSES USING REGIONAL DATA FROM LIKE-SIZED NON-PROFIT ENTITIES AS WELL AS COMPARABLE LAND TRUST/POLICY ORGANIZATIONS NATIONALLY. THE FULL BOARD APPROVES THE COMMITTEE'S RECOMMENDATION IN EXECUTIVE SESSION, AND A MEMO FROM THE CHAIR IS PROVIDED FOR THE CEO'S PERSONNEL FILE. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 647,459. MANAGEMENT AND GENERAL EXPENSES 310,575. FUNDRAISING EXPENSES 55,790. TOTAL EXPENSES 1,013,824. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT COMMITTEE HAS NOT CHANGED HOW IT REVIEWS THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| BATTLEGROUND LLC | |||||||||
| 901 5TH AVE SUITE 2200 | SEATTLE | WA | 98164 | 831450605 | CONSERVATION | WA | $6,000,027 | $5,953,586 | FORTERRA NW |
| FORTERRA STRONG COMMUNITIES FUND MANAGER LLC | |||||||||
| 901 5TH AVE SUITE 2200 | SEATTLE | WA | 98164 | 813429384 | CONSERVATION | WA | $200,250 | $360,887 | FORTERRA NW |
| STRONG COMMUNITIES FUND II LP | |||||||||
| 901 5TH AVE SUITE 2200 | SEATTLE | WA | 98164 | CONSERVATION | WA | $0 | $50,000 | FORTERRA NW | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERGREEN FOREST TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 FIFTH AVENUE SUITE 2200 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98164 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912082596 | EIN |
| Primary Activities | ACQUIRE, MANAGE, CONSERVE FORESTLANDS | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)3 | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)3 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORTERRA ENTERPRISES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 FIFTH AVENUE SUITE 2200 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98164 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912195489 | EIN |
| Primary Activities | CONSERVATION DEVELOPMENT | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORTERRA NW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $6 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $624 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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