FORTERRA NW: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FORTERRA NW (EIN 94-3112461)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201443219349309479
- Schema version
- 2013v3.0
- 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
- 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 | 2014-11-17T15:43:41-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FIRST AVE WEST SUITE 200 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 981194219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98164 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GENE DUVERNOY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2062925907 | PhoneNum |
| Signature | 2014-11-14 | 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 | 2014-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GENE DUVERNOY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 FIFTH AVENUE NO 2200 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98164 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,392,181 | 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 | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 65 | TotalEmployeeCnt |
| Total Volunteers | 1433 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,376,559 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,791,798 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $313,536 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $842,249 | CYProgramServiceRevenueAmt |
| PY Investment Income | $58,275 | PYInvestmentIncomeAmt |
| CY Investment Income | $67,325 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$55,782 | PYOtherRevenueAmt |
| CY Other Revenue | -$59,887 | CYOtherRevenueAmt |
| PY Total Revenue | $9,692,588 | PYTotalRevenueAmt |
| CY Total Revenue | $7,641,485 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,604,592 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,256,210 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,345,260 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,538,928 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $550 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $771,998 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,893,890 | PYOtherExpensesAmt |
| CY Other Expenses | $2,448,572 | CYOtherExpensesAmt |
| PY Total Expenses | $9,844,292 | PYTotalExpensesAmt |
| CY Total Expenses | $9,243,710 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$151,704 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,602,225 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,335,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,641,272 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $979,205 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $846,725 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,356,527 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,794,547 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE WILL 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 | $5,031,917 | ExpenseAmt |
| Grant | $3,147,497 | GrantAmt |
| Revenue | $484,097 | RevenueAmt |
| Desc | CONSERVATION: OVER THE PAST 25 YEARS, FORTERRA HAS CONSERVED OVER 232,000 ACRES, FROM SMALL COMMUNITY PARKS TO WORKING LANDS SPANNING TENS OF THOUSANDS OF ACRES. IN 2013 ALONE, FORTERRA PROTECTED NEARLY 52,000 ACRES IN 5 COUNTIES THROUGH 16 ACQUISITION PROJECTS (EITHER FEE OR CONSERVATION EASEMENT). WE BELIEVE THAT CONSERVATION EFFORTS MUST CONTINUE IF OUR REGION IS GOING TO MAINTAIN ENOUGH NATURAL AND WORKING LANDS TO SUPPORT THE HEALTH AND WELL-BEING OF ALL ITS INHABITANTS. AT FORTERRA WE USE A WIDE ANGLE APPROACH TO LAND CONSERVATION, CONSIDERING LOCAL ECONOMIES, BIODIVERSITY, GEODIVERSITY AND THE HEALTH AND SOCIAL BENEFITS OF THE ENVIRONMENT. THE RESULT: CONSERVATION THAT TAKES INTO ACCOUNT THE HUMAN ELEMENTS OF THE LANDSCAPE, ADDRESSING THE IMPORTANT CONNECTIONS BETWEEN PEOPLE AND LAND. WITH OUR CORRIDORS FOR SUSTAINABILITY INITIATIVE, FORTERRA IS INVESTING IN THE ENHANCEMENT AND SUSTAINABILITY OF THE LANDS AND COMMUNITIES ALONG OUR GREAT NATURAL CORRIDORS INCLUDING THE GREAT NORTHERN CORRIDOR ALONG HIGHWAY 2 AND THE YAKIMA RIVER CORRIDOR WHICH ENCOMPASSES THE TEANAWAY RIVER VALLEY, THE SWIFTWATER CORRIDOR AND THE YAKIMA RIVER SCENIC BYWAY SCENIC CANYON. THROUGH OUR NETWORK OF REGIONAL OFFICES, FORTERRA BRINGS A UNIQUE ABILITY TO CONVENE DISPARATE STAKEHOLDERS, LEVERAGE DIVERSE FUNDING SOURCES AND FIND SOLUTIONS THAT BENEFIT NOT ONLY OUR NATURAL ENVIRONMENT BUT OUR COMMUNITIES AND ECONOMY AS WELL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,250,790 | ExpenseAmt |
| Grant | $150 | GrantAmt |
| Revenue | $326,893 | RevenueAmt |
| Desc | STEWARDSHIP: IN 2013, FORTERRA MONITORED 14,479 ACRES OF FEE AND CONSERVATION EASEMENT PROPERTIES IN 12 WASHINGTON COUNTIES. IN ADDITION TO CARING FOR THE LANDS THAT FORTERRA HAS CONSERVED AND THAT ARE UNDER FORTERRA OWNERSHIP OR CONSERVATION EASEMENT, WE ACTIVELY WORK TO RESTORE URBAN NATURAL AREAS THROUGH OUR GREEN CITIES PROGRAM. LAUNCHED IN 2004 WITH THE GREEN SEATTLE PARTNERSHIP, THE PROGRAM HAS SINCE GROWN TO INCLUDE 6 CITIES IN WESTERN WASHINGTON. THROUGH ITS STEWARDSHIP IN ACTION PROGRAM, FORTERRA ALSO DOES WORK ON A WATERSHED SCALE, WORKING WITH PUBLIC AND PRIVATE PARTNERS ON PROJECTS LIKE THE CEDAR RIVER WATERSHED IN WHICH WE PARTNER WITH SEATTLE PUBLIC UTILITIES, KING COUNTY AND FRIENDS OF THE CEDAR RIVER WATERSHED. IN TOTAL, FORTERRA IS CURRENTLY RESTORING OR SUPPORTING RESTORATION OF 1,788 ACRES, 233 OF WHICH WERE NEWLY ADDED IN 2013. IN 2013, 155,828 TREES WERE PLANTED ON THOSE ACRES. TO ACCOMPLISH ALL THIS, FORTERRA RELIES ON THOUSANDS OF VOLUNTEERS. IN 2013 ALONE, FORTERRA'S STEWARDSHIP PROGRAMS SUPPORTED 1,564 RESTORATION WORK PARTIES ENGAGING 29,402 VOLUNTEERS WHO CONTRIBUTED 126,119 HOURS. FORTERRA ENGAGES AND SUPPORTS 351 DEDICATED VOLUNTEERS AS STEWARDS FOR OUR LANDS, THE GREEN CITIES PROGRAM AND THE TREE AMBASSADORS PROGRAM, ADDING 13 NEW STEWARDS IN 2013. THESE VOLUNTEERS PLAY A CRITICAL ROLE IN THE SUCCESS OF FORTERRA'S PROGRAMS, PUTTING FORTH AN INCREDIBLE AMOUNT OF EFFORT IN THE FIELD. MAINTAINING THE HEALTH OF ALL OUR REGION'S LANDS REQUIRES ONGOING MANAGEMENT AND CARE. AND DOING STEWARDSHIP AND RESTORATION WORK WITH COMMUNITIES NOT ONLY GETS THIS JOB DONE BUT INSTILLS AN ETHIC OF STEWARDSHIP THAT PAYS FAR INTO THE FUTURE, RESULTING IN HEALTHY HABITATS AND HEALTHY, SUSTAINABLE COMMUNITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $922,613 | ExpenseAmt |
| Grant | $108,563 | GrantAmt |
| Revenue | $31,259 | RevenueAmt |
| Desc | POLICY: THE AGENDAS (THE CASCADE AND SUBSEQUENTLY THE OLYMPIC), 100-YEAR VISIONS AND ACTION PLANS FOR THE REGION, ESTABLISHED TWO OVERARCHING GOALS: TO CONSERVE NEARLY 1.3 MILLION ACRES OF WORKING FORESTS, FARMS, SHORELINES, PARKS AND NATURAL AREAS; AND TO MAKE OUR CITIES AND TOWNS GREAT PLACES TO LIVE, WORK AND RAISE OUR FAMILIES. OVER THE PAST SEVERAL YEARS FORTERRA HAS ADVANCED THE GOALS OF THE AGENDAS IN A NUMBER OF IMPORTANT WAYS. USING OUR EXPERTISE IN LAND AND CONVENING, WE HELP COMMUNITIES GRACEFULLY ACCOMMODATE NEW GROWTH AND CREATE A HIGH QUALITY OF LIFE FOR ALL ITS RESIDENTS. TO DATE WE HAVE MEANINGFULLY ENGAGED WITH OVER 81 COMMUNITIES IN OUR REGION. RECENTLY IN TUKWILA, FORTERRA PARTNERED WITH THE CITY AND OTHERS TO DESIGN A COMMUNITY LIAISON PROGRAM IN 2012, WHICH WAS LAUNCHED IN 2013 THROUGH EQUITY AND DIVERSITY TRAININGS, COMMUNITY PLANNING TRAININGS, AND A PROJECT FOCUSED ON BRINGING NEW VOICES TO THE CITY'S COMPREHENSIVE PLAN UPDATE PROCESS. THIS PROGRAM WAS RECOGNIZED WITH THE CITIZEN INVOLVEMENT AWARD BY THE 2014 AMERICAN PLANNING ASSOCIATION AT THE WASHINGTON CHAPTER CONFERENCE. WE'VE ADVANCED POLICY TO ACHIEVE OUR MISSION AS WELL, INCLUDING TRANSFER OF DEVELOPMENT RIGHTS, OR TDR. FORTERRA PIONEERED LEGISLATION THAT CREATED A REGIONAL TRANSFER OF DEVELOPMENT RIGHTS PROGRAM FOCUSED ON PROTECTING THE FARMS AND FORESTS THAT ARE VITAL TO THE HEALTH OF THE PUGET SOUND REGION. 143,000 ACRES OF FOREST, FARM, AND HABITAT LANDS HAVE BEEN CONSERVED WITH THIS TOOL TO-DATE. THE LANDSCAPE CONSERVATION AND LOCAL INFRASTRUCTURE PROGRAM, ANOTHER POLICY CONCEIVED AND DEVELOPED BY FORTERRA AND PASSED INTO STATE LAW IN 2011, COMBINES TDR WITH A FINANCING OPTION FOR CITIES THAT CREATES INCENTIVES FOR BOTH LAND CONSERVATION AND COMMUNITY SUPPORT INVESTMENT. TO DATE 12 CITIES HAVE PURSUED THE USE OF LCLIP, INCLUDING SEATTLE, WHOSE PROGRAM IS EXPECTED TO CONSERVE 25,000 ACRES OF FARMS AND FORESTS AND GENERATE NEARLY $30 MILLION IN ADDITIONAL REVENUE FOR PROJECTS THAT WILL IMPROVE THE ATTRACTIVENESS AND QUALITY OF LIFE IN SOUTH LAKE UNION AND DOWNTOWN. TEN YEARS LATER, FORTERRA IS UNDERTAKING A SIMILARLY PROACTIVE AND OUT OF THE BOX PROCESS TO THE ORIGINAL AGENDAS, EXPLORING HOW WE CAN BEST ADDRESS THE RAPIDLY ACCELERATING CHANGES PROFOUNDLY AFFECTING THIS PLACE WE LOVE. THE 'NEXT WAVE,' TO BE LAUNCHED MAY 2015, THINKS HOLISTICALLY, RECOGNIZING THE INTERCONNECTEDNESS OF THE NATURAL WORLD, BUILT WORLD AND SOCIAL WORLD AS THE KEY TO UNLOCKING THE SOLUTIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $55,341 | ExpenseAmt |
| Desc | OUTREACH & PUBLIC EDUCATION: FORTERRA PROVIDES EDUCATIONAL INFORMATION ON CONSERVATION TO THE PUBLIC, PRESENTS ITS MISSION & VISION TO COMMUNITY LEADERS & ORGANIZATIONS, AND PARTICIPATES IN PUBLIC FORUMS ABOUT CONSERVATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $55,341 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $7,260,661 | 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 | 0 | 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 | 57 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 65 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA LAIRD CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2062925907 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 FIFTH AVENUE SUITE 2200 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98164 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JIM GREENFIELD | ||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BERT GREGORY | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETER ORSER | ||||||
| PAST CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATTI B CASE | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| A-P HURD | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AARON TOSO | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY WAPPLER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BILL TAYLOR | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRODERICK SMITH | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAN NORDSTROM | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE TOWNE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG WALKER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FLOYD ROGERS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK PRITCHARD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GREG JOHNSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GREG NICKELS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAY PITTENGER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JJ COLLINS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOE SAMBATARO | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEN MYER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LISA GRAUMLICH | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARILYN STRICKLAND | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NATALIE QUICK | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NICOLE FAGHIN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAT CALLAHAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RON WHITENER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RUTH TRUE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY MUTTER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TOM LUCE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TOM O'KEEFE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GENE DUVERNOY | ||||||
| PRESIDENT/CEO | 45.00 | Yes (X) | Yes (X) | $179,263 | $0 | $8,200 |
| TERESA MACALUSO | ||||||
| EXECUTIVE VP / COO | 45.00 | Yes (X) | $98,207 | $0 | $9,618 | |
| MICHELLE CONNOR | ||||||
| EXECUTIVE VP / STRATEGIC ENTERPRISES | 45.00 | Yes (X) | $111,785 | $0 | $5,468 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $389,255 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $23,286 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $650,153 | FundraisingAmt |
| Government Grants | $4,492,379 | GovernmentGrantsAmt |
| All Other Contributions | $1,649,266 | AllOtherContributionsAmt |
| Noncash Contributions | $64,748 | NoncashContributionsAmt |
| Total Contributions | $6,791,798 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROJECT REVENUE | Desc |
| Business | 531390 | BusinessCd |
| Total Revenue Column | $842,249 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $842,249 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $842,249 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,418 | TotalRevenueColumnAmt |
| Exclusion | $83,418 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,561 | 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 | $6,561 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,561 | TotalRevenueColumnAmt |
| Exclusion | $6,561 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,632,724 | SecuritiesAmt |
| Other | $31,100 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,643,667 | SecuritiesAmt |
| Other | $36,250 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$10,943 | SecuritiesAmt |
| Other | -$5,150 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,093 | TotalRevenueColumnAmt |
| Exclusion | -$16,093 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $650,153 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $70,779 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$70,779 | TotalRevenueColumnAmt |
| Exclusion | -$70,779 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,331 | TotalRevenueColumnAmt |
| Exclusion | $4,331 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,331 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,641,485 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $842,249 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,438 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,256,210 | TotalAmt |
| Program Services | $3,256,210 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,542 | TotalAmt |
| Program Services | $138,323 | ProgramServicesAmt |
| Management And General | $266,424 | ManagementAndGeneralAmt |
| Fundraising | $7,795 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,559,009 | TotalAmt |
| Program Services | $1,669,917 | ProgramServicesAmt |
| Management And General | $515,678 | ManagementAndGeneralAmt |
| Fundraising | $373,414 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,210 | TotalAmt |
| Program Services | $43,724 | ProgramServicesAmt |
| Management And General | $15,428 | ManagementAndGeneralAmt |
| Fundraising | $9,058 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,787 | TotalAmt |
| Program Services | $146,008 | ProgramServicesAmt |
| Management And General | $52,254 | ManagementAndGeneralAmt |
| Fundraising | $37,525 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,380 | TotalAmt |
| Program Services | $159,134 | ProgramServicesAmt |
| Management And General | $67,571 | ManagementAndGeneralAmt |
| Fundraising | $36,675 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,791 | TotalAmt |
| Program Services | $37,791 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,882 | TotalAmt |
| Program Services | $421,824 | ProgramServicesAmt |
| Management And General | $58 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,155 | TotalAmt |
| Program Services | $1,043 | ProgramServicesAmt |
| Management And General | $38,112 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,110 | TotalAmt |
| Program Services | $66,110 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,279 | TotalAmt |
| Program Services | $287,258 | ProgramServicesAmt |
| Management And General | $58,936 | ManagementAndGeneralAmt |
| Fundraising | $45,085 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,876 | TotalAmt |
| Program Services | $1,005 | ProgramServicesAmt |
| Management And General | $4,148 | ManagementAndGeneralAmt |
| Fundraising | $7,723 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,558 | TotalAmt |
| Program Services | $92,389 | ProgramServicesAmt |
| Management And General | $138,942 | ManagementAndGeneralAmt |
| Fundraising | $122,227 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,846 | TotalAmt |
| Program Services | $26,302 | ProgramServicesAmt |
| Management And General | $24,066 | ManagementAndGeneralAmt |
| Fundraising | $5,478 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,756 | TotalAmt |
| Program Services | $20 | ProgramServicesAmt |
| Management And General | $370,736 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,820 | TotalAmt |
| Program Services | $81,937 | ProgramServicesAmt |
| Management And General | $27,899 | ManagementAndGeneralAmt |
| Fundraising | $8,984 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,854 | TotalAmt |
| Program Services | $26,333 | ProgramServicesAmt |
| Management And General | $13,122 | ManagementAndGeneralAmt |
| Fundraising | $93,399 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,524 | TotalAmt |
| Management And General | $50,524 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,602 | TotalAmt |
| Program Services | $3,387 | ProgramServicesAmt |
| Management And General | $42,215 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STEWARDSHIP MATERIALS | $177,319 | $177,319 | ||
| BUSINESS TAXES | $82,179 | $76,286 | $5,893 | |
| ACQUISITION EXPENSE | $36,353 | $26,203 | $10,150 | |
| DIRECT/FIXED EXPENSES | -$88,023 | $399,196 | -$500,654 | $13,435 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,691 | TotalAmt |
| Program Services | $122,942 | ProgramServicesAmt |
| Management And General | $9,549 | ManagementAndGeneralAmt |
| Fundraising | $11,200 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,243,710 | TotalAmt |
| Program Services | $7,260,661 | ProgramServicesAmt |
| Management And General | $1,211,051 | ManagementAndGeneralAmt |
| Fundraising | $771,998 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,380,830 | BOYAmt |
| EOY | $660,180 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,492,229 | BOYAmt |
| EOY | $1,834,996 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,150,849 | BOYAmt |
| EOY | $935,643 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,176 | BOYAmt |
| EOY | $90,498 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,144 | BOYAmt |
| EOY | $28,918 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,591 | BOYAmt |
| EOY | $202,028 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,422,148 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $600,239 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,459,173 | BOYAmt |
| EOY | $17,821,909 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,234,777 | BOYAmt |
| EOY | $5,336,192 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,576 | BOYAmt |
| EOY | $137,230 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,091,387 | BOYAmt |
| EOY | $6,593,678 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,335,732 | BOYAmt |
| EOY | $33,641,272 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $714,628 | BOYAmt |
| EOY | $484,827 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,419 | BOYAmt |
| EOY | $155,915 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,158 | BOYAmt |
| EOY | $205,983 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $979,205 | BOYAmt |
| EOY | $846,725 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,509,798 | BOYAmt |
| EOY | $28,626,076 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,835,281 | BOYAmt |
| EOY | $3,151,388 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,011,448 | BOYAmt |
| EOY | $1,017,083 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,356,527 | BOYAmt |
| EOY | $32,794,547 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,335,732 | BOYAmt |
| EOY | $33,641,272 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,602,225 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $40,245 | NetUnrlzdGainsLossesInvstAmt |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $10,098,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,826,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,264,424 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,376,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,791,798 | CurrentTaxYearAmt |
| Total | $46,357,808 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,098,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,826,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,264,424 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,376,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,791,798 | CurrentTaxYearAmt |
| Total | $46,357,808 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,341,994 | SubstantialContributorsTotAmt |
| Public Support Total170 | $45,015,814 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $269,667 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $142,944 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $133,011 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,638 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,979 | CurrentTaxYearAmt |
| Total | $749,239 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,176 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,614 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,331 | CurrentTaxYearAmt |
| Total | $93,255 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $47,200,302 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,406,927 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95490 | 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 Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $65 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $67,527 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $67,592 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,404,120 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,471,712 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $573,586 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $143,397 | 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 | $517,532 | CurrentYearMinus3Amt |
| Current Year Minus2 | $642,345 | CurrentYearMinus2Amt |
| Current Year Minus1 | $642,215 | CurrentYearMinus1Amt |
| Current Year | $573,586 | CurrentYearAmt |
| Total | $2,375,678 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,563,517 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $103,546 | CurrentYearMinus3Amt |
| Current Year Minus2 | $75,097 | CurrentYearMinus2Amt |
| Current Year Minus1 | $107,562 | CurrentYearMinus1Amt |
| Current Year | $67,592 | CurrentYearAmt |
| Total | $353,797 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $129,383 | CurrentYearMinus3Amt |
| Current Year Minus2 | $160,586 | CurrentYearMinus2Amt |
| Current Year Minus1 | $160,554 | CurrentYearMinus1Amt |
| Current Year | $143,397 | CurrentYearAmt |
| Total | $593,920 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $890,880 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $13 | CurrentYearMinus2Amt |
| Current Year Minus1 | $122 | CurrentYearMinus1Amt |
| Current Year | $65 | CurrentYearAmt |
| Total | $200 | 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 | 74 | TotalEasementsCnt |
| Total Acreage | 7308.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 350.00 | StaffHoursSpentEnforcementCnt |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $859,195 | BeginningYearBalanceAmt |
| Contributions | $5,635 | ContributionsAmt |
| Investment Earnings Or Losses | $2,089 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $40,683 | OtherExpendituresAmt |
| End Year Balance | $826,236 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $750,795 | BeginningYearBalanceAmt |
| Contributions | $107,631 | ContributionsAmt |
| Investment Earnings Or Losses | $769 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $859,195 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $678,238 | BeginningYearBalanceAmt |
| Contributions | $93,687 | ContributionsAmt |
| Investment Earnings Or Losses | -$21,130 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $750,795 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $622,820 | BeginningYearBalanceAmt |
| Contributions | $53,209 | ContributionsAmt |
| Investment Earnings Or Losses | $2,209 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $678,238 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $566,675 | BeginningYearBalanceAmt |
| Contributions | $65,430 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,285 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $622,820 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $17,556,623 | OtherCostOrOtherBasisAmt |
| Book Value | $17,556,623 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $216,114 | OtherCostOrOtherBasisAmt |
| Depreciation | $188,740 | DepreciationAmt |
| Book Value | $27,374 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $610,295 | OtherCostOrOtherBasisAmt |
| Depreciation | $408,454 | DepreciationAmt |
| Book Value | $201,841 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,116 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,045 | DepreciationAmt |
| Book Value | $36,071 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,821,909 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| EARNEST MONEY DEPOSITS | $5,031 |
| PROPERTY HELD FOR SALE | $6,588,647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,593,678 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT LIABILITY | Desc |
| Amt | $205,983 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $205,983 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $7,825,253 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $40,245 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $72,744 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $70,779 | OtherRevenueAmt |
| Revenue Not Reported | $183,768 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,641,485 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,641,485 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,387,233 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $72,744 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $70,779 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $143,523 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,243,710 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,243,710 | 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: | WE WERE A FISCAL SPONSOR FOR FRIENDS OF SEATTLE WATERFRONT. IN 2013, $615,903 OF CONTRIBUTIONS AND $267,491 OF EXPENSES RELATED TO THIS WERE RECORDED IN THE FINANCIAL STATEMENTS. |
| 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: | DIRECT COST OF FUNDRAISING EVENTS 70,779. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT COST OF FUNDRAISING EVENTS 70,779. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AWARDS BREAKFAST | NameOfEvent1Amt |
| Gross Receipts Event1 | $650,153 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $650,153 | CharitableContriEvent1Amt |
| Food And Beverage Event1 | $70,779 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $650,153 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $650,153 | CharitableContributionsTotAmt |
| Food And Beverage Total Events | $70,779 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $70,779 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$70,779 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| WWRC ACTION FUND | ||||||||||
| 1402 THIRD | SEATTLE | WA | 98101 | 501(C)(3) | $7,500 | EVENT SPONSORSHIP | ||||
| SEATTLE SHAKESPEARE | ||||||||||
| 305 HARRISON ST | SEATTLE | WA | 98109 | 501(C)(3) | $5,000 | EVENT SPONSORSHIP | 911512717 | |||
| WA DEPARTMENT OF FISH AND WILDLIFE | ||||||||||
| 600 CAPITOL WAY NORTH | OLYMPIA | WA | 98501 | 115 | PERMANENT CONSERVATION OF LAND THAT PROVIDES QUALITY HABITAT FOR WILDLIFE AND BENEFITS FOR PUBLIC RECREATIONAL ACTIVITIES. | $460,000 | APPRAISAL | CANNON RIVER LAND | ||
| WA DEPARTMENT OF FISH AND WILDLIFE | ||||||||||
| 600 CAPITOL WAY NORTH | OLYMPIA | WA | 98501 | 115 | PERMANENT CONSERVATION OF LAND THAT PROVIDES QUALITY HABITAT FOR WILDLIFE AND BENEFITS FOR PUBLIC RECREATIONAL ACTIVITIES. | $914,710 | APPRAISAL | NORTH RIVER LAND | ||
| WA DEPARTMENT OF FISH AND WILDLIFE | ||||||||||
| 1111 WASHINGTON STREET SE | OLYMPIA | WA | 98501 | 115 | PERMANENT CONSERVATION OF LAND THAT PROVIDES QUALITY HABITAT FOR WILDLIFE AND BENEFITS FOR PUBLIC RECREATIONAL ACTIVITIES. | $78,000 | APPRAISAL | NASELLE MARSH LAND | ||
| WA DEPARTMENT OF FISH AND WILDLIFE | ||||||||||
| 600 CAPITOL WAY NORTH | OLYMPIA | WA | 98501 | 115 | PERMANENT CONSERVATION OF LAND THAT PROVIDES QUALITY HABITAT FOR WILDLIFE AND BENEFITS FOR PUBLIC RECREATIONAL ACTIVITIES. | $1,268,000 | APPRAISAL | COLE CREEK LAND | ||
| WA DEPARTMENT OF FISH AND WILDLIFE | ||||||||||
| 600 CAPITOL WAY NORTH | OLYMPIA | WA | 98501 | 115 | PERMANENT CONSERVATION OF LAND THAT PROVIDES QUALITY HABITAT FOR WILDLIFE AND BENEFITS FOR PUBLIC RECREATIONAL ACTIVITIES. | $347,000 | APPRAISAL | SMITH CREEK LAND | ||
| WA STATE PARKS & REC | ||||||||||
| PO BOX 42650 | OLYMPIA | WA | 98504 | 115 | PERMANENT CONSERVATION OF LAND THAT PROVIDES QUALITY HABITAT FOR WILDLIFE AND BENEFITS FOR PUBLIC RECREATIONAL ACTIVITIES. | $145,000 | APPRAISAL | MARTIN LAND | ||
| GREEN DIAMOND | ||||||||||
| 1301 5TH AVE SUITE 2700 | SEATTLE | WA | 98101 | PERMANENT CONSERVATION OF LAND THAT PROVIDES QUALITY HABITAT FOR WILDLIFE AND BENEFITS FOR PUBLIC RECREATIONAL ACTIVITIES. | $31,000 | APPRAISAL | DECKER CREEK LAND | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | 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) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GENE DUVERNOY | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $179,263 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,172 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,028 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $187,463 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 5 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $28,352 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED PRICE | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $36,250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 11 | THE 990 IS REVIEWED IN DETAIL BY BOTH THE CONTROLLER AND THE CHIEF OPERATING OFFICER (EXECUTIVE VICE PRESIDENT). IT IS REVIEWED AND SIGNED BY THE PRESIDENT. THE COMPLETE FORM 990 IS E-MAILED TO THE ENTIRE BOARD (INCLUDING THE FINANCE COMMITTEE) BEFORE IT IS FILED. |
| 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. CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE SENT TO EACH OFFICER, DIRECTOR AND KEY EMPLOYEE ANNUALLY. COO MONITORS FOR ANY PREVIOUSLY UNDISCLOSED INFORMATION AND ENSURES FULL COMPLIANCE. BOARD MEMBERS RECUES THEMSELVES IF THEY HAVE KNOWLEDGE OF ANY RELATIONSHIP OR PERCEIVED 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 % 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. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| PART XI, 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 Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERGREEN FOREST TRUST | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 FIFTH AVENUE SUITE 2200 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98164 | ZIPCode |
| 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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 FIFTH AVENUE SUITE 2200 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98164 | ZIPCode |
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $710 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $137,869 | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments