FORTERRA NW: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FORTERRA NW (EIN 94-3112461)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201303179349305045
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-13T15:53:00-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912011386 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACOBSON JARVIS & CO PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 STEWART STREET SUITE 1900 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 981011219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943112461 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORTERRA NW | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FORT | NameControl |
| Phone | 2062925907 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GENE DUVERNOY | Name |
| Title | PRESIDENT | Title |
| Phone | 2062925907 | Phone |
| Date Signed | 2013-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HOWARD DONKIN CPA | Name |
| PTIN | P00147726 | PTIN |
| Phone | 2066288990 | Phone |
| Date Prepared | 2013-11-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GENE DUVERNOY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 10130505 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FORTERRA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | PROTECT, ENHANCE AND STEWARD OUR REGION'S COMMUNITIES AND LANDSCAPES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 66 | TotalNbrEmployees |
| Total Nbr Volunteers | 2349 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9264424 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9376559 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 202270 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 313536 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 128211 | InvestmentIncomePriorYear |
| Investment Income Current Year | 58275 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -20238 | OtherRevenuePriorYear |
| Other Revenue Current Year | -55782 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9574667 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9692588 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3410320 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3604592 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3436205 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3345260 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 8383 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 550 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 798385 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2991985 | OtherExpensePriorYear |
| Other Expenses Current Year | 2893890 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9846893 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9844292 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -272226 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -151704 | RevenuesLessExpensesCY |
| Total Assets BOY | 35291646 | TotalAssetsBOY |
| Total Assets EOY | 35335732 | TotalAssetsEOY |
| Total Liabilities BOY | 882895 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 979205 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 34408751 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 34356527 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WE WILL ACT WITH IMMEDIACY TO PROTECT, ENHANCE AND STEWARD OUR REGION'S MOST PRECIOUS RESOURCES - ITS COMMUNITIES AND ITS LANDSCAPES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5382912 | Expense |
| Grants | 3535919 | Grants |
| Revenue | 186337 | Revenue |
| Description | CONSERVATION: IN THE PAST 24 YEARS, FORTERRA HAS CONSERVED OVER 182,000 ACRES, FROM SMALL COMMUNITY PARKS TO WORKING LANDS SPANNING TENS OF THOUSANDS OF ACRES. USING CUTTING-EDGE CONSERVATION STRATEGIES, WE ARE ACTIVELY PURSUING THE CONSERVATION OF HUNDREDS OF THOUSANDS OF ADDITIONAL ACRES. THROUGH ITS 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. IN 2012, FORTERRA PROTECTED OVER 4,100 ACRES IN 6 COUNTIES THROUGH 20 ACQUISITION PROJECTS (EITHER FEE OR CONSERVATION EASEMENT). | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1643020 | Expense |
| Grants | 68673 | Grants |
| Revenue | 69235 | Revenue |
| Description | STEWARDSHIP: IN 2012, FORTERRA MONITORED OVER 14,000 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 ARE PARTICIPATING IN THE RESTORATION OF URBAN NATURAL AREAS THROUGH OUR GREEN CITIES PROGRAM. THE PROGRAM BEGAN IN 2004 WITH THE GREEN SEATTLE PARTNERSHIP AND HAS SINCE GROWN TO INCLUDE A TOTAL OF 6 CITIES IN WESTERN WASHINGTON. FORTERRA ALSO WORKS WITH PUBLIC AND PRIVATE PARTNERS TO DO RESTORATION ON A WATERSHED SCALE. ONE GOOD EXAMPLE OF THIS EFFORT IS THE STEWARDSHIP IN ACTION PROGRAM WE ARE IMPLEMENTING ON THE LOWER CEDAR RIVER IN PARTNERSHIP WITH SEATTLE PUBLIC UTILITIES, KING COUNTY AND FRIENDS OF THE CEDAR RIVER WATERSHED. FORTERRA ALSO CONDUCTS RESEARCH TO ILLUSTRATE THE VALUE OF URBAN FORESTS IN PROVIDING ECOSYSTEM SERVICES SUCH AS CARBON SEQUESTRATION AND STORMWATER RETENTION AS WELL AS HOW THEY CONTRIBUTE TO HEALTHY COMMUNITIES. FORTERRAS STEWARDSHIP TEAM ALSO MANAGES INNOVATIVE PROGRAMS WHICH SUPPORT OUR MISSION SUCH AS THE CARBON CAPTURING COMPANIES (C3) PROGRAM WHICH ALLOWS COMPANIES TO VOLUNTARILY OFFSET THEIR CARBON EMISSIONS BY PLANTING TREES IN LOCAL NATURAL AREAS. IN 2012, FORTERRAS STEWARDSHIP PROGRAMS SUPPORTED 1443 RESTORATION WORK PARTIES ENGAGING 25,415 VOLUNTEERS WHO CONTRIBUTED 114,705 HOURS. FORTERRA STEWARDSHIP STAFF LED 60 OF THOSE WORK PARTIES, FACILITATING 2,278 VOLUNTEERS FOR 7,579 HOURS OF SERVICE TOWARDS RESTORING OUR LANDSCAPE. IN TOTAL, FORTERRA IS CURRENTLY RESTORING OR SUPPORTING RESTORATION OF 1,450 ACRES, 265 OF WHICH WERE NEWLY ADDED IN 2012. IN 2012, 123,632 TREES WERE PLANTED ON THOSE ACRES. FORTERRA ENGAGES AND SUPPORTS 300 DEDICATED VOLUNTEERS AS STEWARDS FOR OUR LANDS, THE GREEN CITIES PROGRAM AND THE TREE AMBASSADORS PROGRAM, ADDING 74 NEW STEWARDS IN 2012. THOSE VOLUNTEERS PLAY A CRITICAL ROLE IN THE SUCCESS OF FORTERRAS PROGRAMS, PUTTING FORTH AN INCREDIBLE AMOUNT OF EFFORT IN THE FIELD." | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 743541 | Expense |
| Revenue | 57964 | Revenue |
| Description | POLICY: THE CASCADE AGENDA, A 100-YEAR VISION AND ACTION PLAN 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. TO ACHIEVE THESE GOALS, NEW CONSERVATION TOOLS AND NEW APPROACHES TO MANAGING GROWTH AND EXPANDING ECONOMIC OPPORTUNITIES IN OUR COMMUNITIES ARE NEEDED. OVER THE PAST SEVERAL YEARS FORTERRA HAS ADVANCED THE GOALS OF THE CASCADE AGENDA IN A NUMBER OF IMPORTANT WAYS. FOR EXAMPLE, WE EXPANDED OUR NETWORK OF CASCADE AGENDA CITIES TO 19 MEMBERS. THROUGH THIS PROGRAM FORTERRA WORKS WITH CITIES TO PURSUE INNOVATIVE POLICIES THAT CREATE VIBRANT AND LIVABLE COMMUNITIES. REPRESENTING A POPULATION OF APPROXIMATELY 1.4 MILLION RESIDENTS, THE CASCADE AGENDA CITIES EMBODY THE PRINCIPLE THAT GREAT CITIES ARE ESSENTIAL TO THE CONSERVATION OF OUR REGIONS RESOURCE LANDS. ANOTHER SUCCESSFUL PROGRAM AREA IS 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. THIS PROGRAM, THE FIRST OF ITS KIND IN THE COUNTRY, IS A MARKET-BASED LAND USE TOOL THAT INCENTIVIZES NEW GROWTH WITHIN EXISTING URBAN AREAS WHILE CONSERVING CRITICAL RESOURCE LANDS. BY COMBINING TDR WITH A LOCAL INFRASTRUCTURE FINANCING TOOL, CITIES IN THE REGION CAN ENHANCE INFRASTRUCTURE AND SERVICES FOR THEIR RESIDENTS WHILE PROMOTING ECONOMIC DEVELOPMENT AND SIMULTANEOUSLY PROTECTING OVER 600,000 ACRES OF FARMS AND FORESTS. THESE EXAMPLES ARE ELEMENTS OF AN INTEGRATED, COMPREHENSIVE APPROACH TO MAINTAINING AND ENHANCING THE QUALITY OF LIFE THAT MAKES OUR REGION A GREAT PLACE TO LIVE. SEVERAL EXCITING NEW PROGRAMS HAVE THE POTENTIAL GREATLY BROADEN OUR IMPLEMENTATION OF THE CASCADE AGENDA IN THE COMING YEARS, AS WELL AS LAUNCH THE EMERGING OLYMPIC AGENDA, A 100-YEAR VISION AND ACTION PLAN FOR THE COUNTIES COMPRISING WASHINGTONS OLYMPIC PENINSULA. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 116517 | Expense |
| Description | OUTREACH & PUBLIC EDUCATION: FORTERRA PROVIDES EDUCATIONAL INFORMATION ON CONSERVATION TO THE PUBLIC, PRESENTS IT'S MISSION & VISION TO COMMUNITY LEADERS & ORGANIZATIONS, AND PARTICIPATES IN PUBLIC FORUMS ABOUT CONSERVATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 116517 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 7885990 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 58 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 66 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA LAIRD CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2062925907 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ROB BERNARD | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| PATTI B CASE | ||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X |
| JJ COLLINS | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| TJ DICAPRIO | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| GENE DUVERNOY | ||||||
| PRESIDENT/CEO | 40.00 | X | 187558 | 0 | 7915 | X |
| NICOLE FAGHIN | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| DANIEL FRIEDMAN | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| JIM GREENFIELD | ||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | X |
| BERT GREGORY | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| BOB HART | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| JOHN HOWELL | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| A-P HURD | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| GREG JOHNSON | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| TOM LUCE | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| TERRY MUTTER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| KEN MYER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| GREG NICKELS | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| DAN NORDSTROM | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| TOM O'KEEFE | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| PETER ORSER | ||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | X |
| FRANK PRITCHARD | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| NATALIE QUICK | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| FLOYD ROGERS | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| JOE SAMBATARO | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| BRODERICK SMITH | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| MARILYN STRICKLAND | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| BILL TAYLOR | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| AARON TOSO | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| DAVID TOWNE | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| RUTH TRUE | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| DOUG WALKER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| ANDY WAPPLER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| RON WHITENER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| BRUCE WILLIAMS | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| TERESA MACALUSO | ||||||
| EXECUTIVE VP / COO | 40.00 | 98407 | 0 | 8833 | X | |
| MICHELLE CONNOR | ||||||
| EXECUTIVE VP / CHIEF PROGRAM OFFICER | 40.00 | 104312 | 0 | 4770 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 390277 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 21518 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 554616 | FundraisingEvents |
| Government Grants | 4536081 | GovernmentGrants |
| All Other Contributions | 4285862 | AllOtherContributions |
| Noncash Contributions | 2508970 | NoncashContributions |
| Total Contributions | 9376559 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROJECT REVENUE | Description |
| Business Code | 531390 | BusinessCode |
| Total Revenue Column | 313536 | TotalRevenueColumn |
| Related Or Exempt Function Income | 313536 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 313536 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 111334 | TotalRevenueColumn |
| Exclusion | $111,334 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2304 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2304 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2304 | TotalRevenueColumn |
| Exclusion | $2,304 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 317158 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 370217 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -53059 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -53059 | TotalRevenueColumn |
| Exclusion | -$53,059 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 554616 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 67700 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -67700 | TotalRevenueColumn |
| Exclusion | -$67,700 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 9614 | TotalRevenueColumn |
| Exclusion | $9,614 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 9614 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9692588 | TotalRevenueColumn |
| Related Or Exempt Function Income | 313536 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,493 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3604592 | Total |
| Program Services | 3604592 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 372277 | Total |
| Program Services | 123201 | ProgramServices |
| Management And General | 231906 | ManagementAndGeneral |
| Fundraising | 17170 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2397742 | Total |
| Program Services | 1534269 | ProgramServices |
| Management And General | 517406 | ManagementAndGeneral |
| Fundraising | 346067 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77611 | Total |
| Program Services | 49462 | ProgramServices |
| Management And General | 20579 | ManagementAndGeneral |
| Fundraising | 7570 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246223 | Total |
| Program Services | 137375 | ProgramServices |
| Management And General | 78938 | ManagementAndGeneral |
| Fundraising | 29910 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251407 | Total |
| Program Services | 157042 | ProgramServices |
| Management And General | 60531 | ManagementAndGeneral |
| Fundraising | 33834 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38329 | Total |
| Program Services | 38329 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101055 | Total |
| Program Services | 98854 | ProgramServices |
| Management And General | 2201 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38553 | Total |
| Program Services | 25125 | ProgramServices |
| Management And General | 7502 | ManagementAndGeneral |
| Fundraising | 5926 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104704 | Total |
| Program Services | 66067 | ProgramServices |
| Management And General | 38637 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 550 | Total |
| Fundraising | 550 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 642433 | Total |
| Program Services | 544444 | ProgramServices |
| Management And General | 28646 | ManagementAndGeneral |
| Fundraising | 69343 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10863 | Total |
| Program Services | 1055 | ProgramServices |
| Management And General | 2025 | ManagementAndGeneral |
| Fundraising | 7783 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304463 | Total |
| Program Services | 130165 | ProgramServices |
| Management And General | 30812 | ManagementAndGeneral |
| Fundraising | 143486 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54345 | Total |
| Program Services | 35780 | ProgramServices |
| Management And General | 4279 | ManagementAndGeneral |
| Fundraising | 14286 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 305006 | Total |
| Program Services | 198479 | ProgramServices |
| Management And General | 59827 | ManagementAndGeneral |
| Fundraising | 46700 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140208 | Total |
| Program Services | 92363 | ProgramServices |
| Management And General | 34387 | ManagementAndGeneral |
| Fundraising | 13458 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121425 | Total |
| Program Services | 23920 | ProgramServices |
| Management And General | 10034 | ManagementAndGeneral |
| Fundraising | 87471 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8215 | Total |
| Program Services | 8215 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48845 | Total |
| Program Services | 32309 | ProgramServices |
| Management And General | 8916 | ManagementAndGeneral |
| Fundraising | 7620 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17623 | Total |
| Program Services | 11485 | ProgramServices |
| Management And General | 3429 | ManagementAndGeneral |
| Fundraising | 2709 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ACQUISITION EXPENSE | 671367 | 663012 | 8000 | 355 |
| STEWARDSHIP MATERIALS | 230240 | 226810 | 770 | 2660 |
| BUSINESS TAXES | 71778 | 71000 | 778 | |
| DIRECT/FIXED EXPENSES | -67700 | -67700 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52138 | Total |
| Program Services | 12637 | ProgramServices |
| Management And General | 10314 | ManagementAndGeneral |
| Fundraising | 29187 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9844292 | Total |
| Program Services | 7885990 | ProgramServices |
| Management And General | 1159917 | ManagementAndGeneral |
| Fundraising | 798385 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1065061 | BOY |
| EOY | 1380830 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3433118 | BOY |
| EOY | 2492229 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1550455 | BOY |
| EOY | 1150849 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97944 | BOY |
| EOY | 181176 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25364 | BOY |
| EOY | 27144 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201108 | BOY |
| EOY | 148591 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18014309 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 555136 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17319151 | BOY |
| EOY | 17459173 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4009703 | BOY |
| EOY | 4234777 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188237 | BOY |
| EOY | 169576 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7401505 | BOY |
| EOY | 8091387 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35291646 | BOY |
| EOY | 35335732 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 478076 | BOY |
| EOY | 714628 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175200 | BOY |
| EOY | 163419 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229619 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 101158 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 882895 | BOY |
| EOY | 979205 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28946526 | BOY |
| EOY | 29509798 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4558408 | BOY |
| EOY | 3835281 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 903817 | BOY |
| EOY | 1011448 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34408751 | BOY |
| EOY | 34356527 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35291646 | BOY |
| EOY | 35335732 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -151704 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 102946 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 1652 | ReconcilationDonatedServices |
| Reconcilation Other Changes | -5118 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12337410 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10098393 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10826634 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9264424 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9376559 | CurrentTaxYear |
| Total | 51903420 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12337410 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10098393 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10826634 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9264424 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9376559 | CurrentTaxYear |
| Total | 51903420 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1437002 | AmountsSubstContributorsTotal |
| Public Support Total170 | 50466418 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 192561 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 269667 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 142944 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 133011 | CurrentTaxYearMinus1Year |
| Current Tax Year | 113638 | CurrentTaxYear |
| Total | 851821 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5764 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6870 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 42264 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30176 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9614 | CurrentTaxYear |
| Total | 94688 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 52849929 | TotalSupport |
| Gross Receipts From Admissions Etc | 1920404 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.95490 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97250 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 122 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 107440 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 107562 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 9736730 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 9844292 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 642215 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 160554 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 483742 | CurrentYearMinus3 |
| Current Year Minus2 | 517532 | CurrentYearMinus2 |
| Current Year Minus1 | 642345 | CurrentYearMinus1 |
| Current Year | 642215 | CurrentYear |
| Total | 2285834 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,428,751 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 162239 | CurrentYearMinus3 |
| Current Year Minus2 | 103546 | CurrentYearMinus2 |
| Current Year Minus1 | 75097 | CurrentYearMinus1 |
| Current Year | 107562 | CurrentYear |
| Total | 448444 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 120936 | CurrentYearMinus3 |
| Current Year Minus2 | 129383 | CurrentYearMinus2 |
| Current Year Minus1 | 160586 | CurrentYearMinus1 |
| Current Year | 160554 | CurrentYear |
| Total | 571459 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $857,189 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 2083 | CurrentYearMinus3 |
| Current Year Minus1 | 13 | CurrentYearMinus1 |
| Current Year | 122 | CurrentYear |
| Total | 2218 | Total |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, SUPPLEMENTAL INFORMATION: | Identifier |
| 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. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation For Public Use | X | PreservationForPublicUse |
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Historic Land Area | X | HistoricLandArea |
| Total Number Of Easements | 70 | TotalNumberOfEasements |
| Total Acreage | 6768.00 | TotalAcreage |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 350.00 | StaffHoursSpentOnEnforcement |
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Included On FS | 0 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 750795 | BeginningOfYearBalance |
| Contributions | 107631 | Contributions |
| Investment Earnings Or Losses | 769 | InvestmentEarningsOrLosses |
| End Of Year Balance | 859195 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 678238 | BeginningOfYearBalance |
| Contributions | 93687 | Contributions |
| Investment Earnings Or Losses | -21130 | InvestmentEarningsOrLosses |
| End Of Year Balance | 750795 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 622820 | BeginningOfYearBalance |
| Contributions | 53209 | Contributions |
| Investment Earnings Or Losses | 2209 | InvestmentEarningsOrLosses |
| End Of Year Balance | 678238 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 566675 | BeginningOfYearBalance |
| Contributions | 65430 | Contributions |
| Investment Earnings Or Losses | -9285 | InvestmentEarningsOrLosses |
| End Of Year Balance | 622820 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 449276 | BeginningOfYearBalance |
| Contributions | 291056 | Contributions |
| Investment Earnings Or Losses | -166527 | InvestmentEarningsOrLosses |
| Other Expenditures | 7132 | OtherExpenditures |
| End Of Year Balance | 566673 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17185619 | OtherCostOrOtherBasis |
| Book Value | 17185619 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 216114 | OtherCostOrOtherBasis |
| Depreciation | 187267 | Depreciation |
| Book Value | 28847 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 579028 | OtherCostOrOtherBasis |
| Depreciation | 367123 | Depreciation |
| Book Value | 211905 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33548 | OtherCostOrOtherBasis |
| Depreciation | 746 | Depreciation |
| Book Value | 32802 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17459173 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| EARNEST MONEY DEPOSITS | 50030 |
| PROPERTY HELD FOR SALE | 8041357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 8091387 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT LIABILITY | Description |
| Amount | $101,158 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 101158 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 9889305 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 102946 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 31189 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 62582 | OtherRevenues |
| Revenue Not Rptd F990 | 196717 | RevenueNotRptdF990 |
| Revenue Subtotal | 9692588 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9692588 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9941529 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 29537 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 67700 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 97237 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9844292 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9844292 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | 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: | FORTERRA ROUTINELY ACTS AS FISCAL AGENT FOR COMMUNITY LAND ORGANIZATIONS THAT AREN'T 501(C)(3)S ON THEIR OWN. IN THE CURRENT PERIOD, TOTAL TRANSACTIONS WERE $412 IN TRANSACTIONS FOR THE JULIA'S GULCH SPLASH GRANT. | |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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 67,700. WRITE DOWN OF LAND HELD FOR SALE -5,118. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT COST OF FUNDRAISING EVENTS 67,700. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AWARDS BREAKFAST | NameOfEvent1 |
| Gross Receipts Event1 | 554616 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 554616 | CharitableContributionsEvent1 |
| Food And Beverage Event1 | 67700 | FoodAndBeverageEvent1 |
| Gross Receipts Total | 554616 | GrossReceiptsTotal |
| Charitable Contributions Total | 554616 | CharitableContributionsTotal |
| Food And Beverage Total Events | 67700 | FoodAndBeverageTotalEvents |
| Direct Expense Summary Events | 67700 | DirectExpenseSummaryEvents |
| Net Income Summary | -67700 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|
| WWRC ACTION FUND | |||||||||
| 1402 THIRD | SEATTLE | WA | 98101 | 501(C)(3) | 7500 | EVENT SPONSORSHIP | |||
| TRUST FOR PUBLIC LAND | |||||||||
| 901 FIFTH AVE STE 1500 | SEATTLE | WA | 98164 | 501(C)(3) | 44419 | CONTRIBUTION AS SHARE OF FEE | |||
| PIERCE CONSERVATION DISTRICT | |||||||||
| PO BOX 1057 | PUYALLUP | WA | 98371 | 115 | 68673 | TRANSFER OF GRANT FUNDS | |||
| WA DEPARTMENT OF FISH AND WILDLIFE | |||||||||
| 1111 WASHINGTON STREET SE | OLYMPIA | WA | 98501 | 115 | PERMANENT CONSERVATION OF ESTUARY THAT PROVIDES HABITAT FOR A WIDE VARIETY OF FISH AND BIRD SPECIES AND IMPROVES WATER QUALITY THAT WILL PROVIDE BENEFITS FOR PUBLIC RECREATIONAL ACTIVITIES AND A ROBUST SHELLFISH INDUSTRY. | 330000 | APPRAISAL | CHETLO HARBOR LAND | |
| TACOMA WATER | |||||||||
| 3628 S 35TH STREET | TACOMA | WA | 98409 | 115 | MAINTENANCE OF FOREST HABITAT IN PERPETUITY. KEEP WATER SUPPLY CLEAN AND PROVIDE QUALITY HABITAT FOR WILDLIFE. | 1813000 | APPRAISAL | SAWMILL CREEK LAND | |
| WA DEPARTMENT OF FISH AND WILDLIFE | |||||||||
| 1111 WASHINGTON STREET SE | OLYMPIA | WA | 98501 | 115 | PERMANENT CONSERVATION OF ESTUARY THAT PROVIDES HABITAT FOR A WIDE VARIETY OF FISH AND BIRD SPECIES AND IMPROVES WATER QUALITY THAT WILL PROVIDE BENEFITS FOR PUBLIC RECREATIONAL ACTIVITIES AND A ROBUST SHELLFISH INDUSTRY | 960000 | APPRAISAL | HAWKS POINT LAND | |
| WA DEPARTMENT OF FISH AND WILDLIFE | |||||||||
| 1111 WASHINGTON STREET SE | OLYMPIA | WA | 98501 | 115 | PERMANENT CONSERVATION OF ESTUARY THAT PROVIDES HABITAT FOR A WIDE VARIETY OF FISH AND BIRD SPECIES AND IMPROVES WATER QUALITY THAT WILL PROVIDE BENEFITS FOR PUBLIC RECREATIONAL ACTIVITIES AND A ROBUST SHELLFISH INDUSTRY | 381000 | APPRAISAL | SIPPY SLOUGH LAND | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 7 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GENE DUVERNOY | NamePerson |
| Title | PRESIDENT/CEO | Title |
| Base Compensation Filing Org | 169558 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 18000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 7325 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 590 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 195473 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 5 | ReturnReference |
| 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. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 8473 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | QUOTED PRICE | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2491000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | EQUIPMENT AND SUPPLIES | Description |
| Number Of Contributions | 53 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 9497 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 RECUSE 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. | |
| FORM 990, PART XI, LINE 9: | WRITE DOWN OF KENT SIDE HILL -109,418. WRITE UP OF UMBRELLA BAY 104,300. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XI, LINE 2C | THE AUDIT COMMITTEE HAS NOT CHANGED HOW IT REVIEWS THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS FROM THE PRIOR YEAR. | REVIEW OF AUDITED FINANCIAL STATEMENTS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERGREEN FOREST TRUST | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | WA | LegalDomicileState |
| Exempt Code Section | 501(C)3 | ExemptCodeSection |
| Public Charity Status | 509(A)3 | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORTERRA ENTERPRISES | BusinessNameLine1 |
Address US AddressUS
| 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 Activity | CONSERVATION DEVELOPMENT | PrimaryActivity |
| Legal Domicile State | WA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORTERRA NW | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 828 | ShareOfTotalIncome |
| Share Of EOY Assets | 170277 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments