2024-11-15T17:34:01-06:00 2023-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2023-01-01 910897867 EVERGREEN RECOVERY CENTERS EVER 4254935310 PO BOX 12598 EVERETT WA 982062598 PATRICK EVANS CHIEF EXECUTIVE OFFICER 4254935310 2024-11-15 1 0 CELIA DAVIS P01624691 4254544919 2024-11-15 2023 2024-10-15 13:58:12Z PATRICK EVANS PO BOX 12598 EVERETT WA 982062598 19457232 0 X WWW.EVERGREENRC.ORG X 1973 WA TO FACILITATE RECOVERY FOR THOSE AFFECTED BY ALCOHOL AND OTHER DRUGS. 9 9 244 9 0 0 2405611 4985979 15202239 14377072 6206 3932 22466 90249 17636522 19457232 0 0 0 0 10537579 11619222 0 0 0 4634382 5358218 15171961 16977440 2464561 2479792 25314154 32974063 7585968 12766085 17728186 20207978 X TO FACILITATE HEALTH AND RECOVERY FOR PERSONS AFFECTED BY ALCOHOLISM AND OTHER DRUG ADDICTION THROUGH A COMPREHENSIVE ARRAY OF SERVICES, INCLUDING RESIDENTIAL AND OUTPATIENT TREATMENT, THERAPEUTIC DAYCARE, PARENTING, DETOXIFICATION, AND PARENT-CHILD ASSISTANCE PROGRAMS. 0 0 2910318 2843357 OUTPATIENT BEHAVIORAL HEALTH COUNSELING: CLINICS IN LYNNWOOD AND EVERETT PROVIDE OUTPATIENT SERVICES INCLUDING ASSESSMENT AND TREATMENT REFERRAL, INTENSIVE OUTPATIENT AND AFTERCARE, DUI AND DRUG COURT PROGRAMS, DRUG SCREENING AND OUTREACH SERVICES TO JAIL AND DIVERSION CENTERS. ADDITIONALLY, THIS PROGRAM PROVIDES DRUG TESTING COLLECTION AND ANALYSIS FOR COURTS, INDIVIDUALS, EMPLOYERS AND COMMUNITY AGENCIES. IN 2023 THIS PROGRAM SERVED MORE THAN 1,000 ADULTS PROVIDING THOUSANDS OF OUTPATIENT SERVICES FOR INDIVIDUALS ACROSS WASHINGTON. THE SERVICES PROVIDED ARE FUNDED THROUGH MEDICAID OR STATE/FEDERAL FUNDING, PRIVATE HEALTH INSURANCE, OR SELFPAY. 3492562 2522103 DETOXIFICATION AND HEALTH SERVICES: PROVIDES MEDICALLY SUPERVISED SHORT-TERM INPATIENT WITHDRAWAL MANAGEMENT AS AN ALTERNATIVE TO COSTLIER HOSPITALIZATION THROUGH A SINGLE FACILITY IN LYNNWOOD, WITH FUNDING FROM A VARIETY OF SOURCES. IN 2023 OVER 700 INDIVIDUALS RECEIVED WITHDRAWAL MANAGEMENT AND TREATMENT REFERRAL SERVICES AND/OR MEDICATION ASSISTED TREATMENT OR PSYCHOLOGICAL CARE THROUGH MEDICAL STAFFING. 2627188 2378057 PREGNANT AND PARENTING WOMEN'S (PPW) LONG-TERM RESIDENTIAL WITH THERAPEUTIC DAYCARE: PROVIDES UP TO 6 MONTHS OF INTEGRATED CHEMICAL DEPENDENCY AND MENTAL HEALTH COUNSELING TO MOTHERS AND PREGNANT WOMEN, DURING WHICH MOTHERS ARE ABLE TO BE HOUSED WITH THEIR CHILDREN. OVER 20% OF THE MOTHERS ENTER TREATMENT DURING PREGNANCY AND RETURN TO TREATMENT WITH THEIR INFANTS AFTER HOSPITAL DELIVERY TO COMPLETE THE PROGRAM. IN 2023 THE PPW PROGRAM, LOCATED IN EVERETT, HELPED OVER 60 FAMILIES FIND A NEW START WITH RECOVERY, HOUSING AND SELF-SUFFICIENCY AS WELL AS PROVIDING THEIR CHILDREN WITH POSITIVE EARLY CHILDHOOD EXPERIENCES. 1620089 1907245 PARENT-CHILD ASSISTANCE PROGRAM (PCAP): THIS INTENSIVE 3-YEAR OUTREACH CASE MANAGEMENT PROGRAM ASSISTS HIGH-RISK MOTHERS AND THEIR CHILDREN TO REDUCE ALCOHOL AND DRUG-EXPOSED BIRTHS AND FETAL EFFECTS. OUTREACH, HOME VISITATION, AND ADVOCACY SERVICES BEGIN DURING PREGNANCY AND ENCOURAGE AND SUPPORT WOMEN TOWARD RECOVERY AND CREATING HEALTHY FAMILIES. THESE ARE THE PRIMARY OFFICES ESTABLISHED BY THE UNIVERSITY OF WASHINGTON UNDER A RESEARCH GRANT IN THE LATE 1990'S. 220 WOMEN PER MONTH ARE SERVED THROUGH OFFICES IN SEATTLE, TUKWILA AND TACOMA. 1645809 2285222 OUTREACH PROGRAMS (L.E.A.D. AND H.O.S.T.): PROVIDED LAW ENFORCEMENT ASSISTED DIVERSION (LEAD) SERVICES IN 2023 TO MEN AND WOMEN REFERRED BY POLICE FOR ASSISTANCE IN ACCESSING SERVICES, INCLUDING BEHAVIORAL HEALTH, HOUSING, AND HEALTH CARE. IN 2023 THE LEAD PROGRAM SERVED OVER 120 ADULTS A MONTH REFERRED BY EVERETT, LYNNWOOD, MUKILTEO, BRIER, MOUNTLAKE TERRANCE, EDMONDS AND BOTHELL POLICE DEPARTMENTS. THE HOMELESS OUTREACH STABILIZATION & TRANSITION (HOST) PROGRAM CONNECTS CHRONIC HOMELESS PERSONS WITH SERVICES AND HOUSING; MOST HAVE CHRONIC BEHAVIORAL HEALTH ISSUES. THE HOST PROGRAM WAS ESTABLISHED IN 2022 AND EXPANDED IN 2023 TO SERVE A LARGER NUMBER OF INDIVIDUALS. 2000438 2273315 LEGACY LODGE MEN'S RESIDENTIAL:PROVIDES 45 TO 60 DAY INPATIENT TREATMENT TO MEN WITH SUBSTANCE USE DISORDERS AND HISTORIES OF RELAPSE AND MENTAL HEALTH DISORDERS. AT DISCHARGE, THE MEN MOVE INTO CLEAN AND SOBER HOUSING IN THEIR COMMUNITIES AND CONTINUE TREATMENT ON AN OUTPATIENT BASIS. LEGACY LODGE HELPED MORE THAN 115 ADULT MEN IN 2023 TO BEGIN RECOVERY. 146384 167773 TRANSITIONAL HOUSING:PROVIDES SHORT-TERM HOUSING AND CASE MANAGEMENT FOR HOMELESS FAMILIES AND SINGLE ADULTS IN EARLY RECOVERY MOVING FROM INPATIENT TREATMENT TO OUTPATIENT. IN 2023, 10 MOTHERS AND THEIR CHILDREN AND 75 ADULT MEN RECEIVED SERVICES AT TWO PRIMARY TRANSITIONAL HOUSES IN EVERETT OPERATED BY EVERGREEN RECOVERY CENTERS. 5412720 6633555 14442788 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 80 0 244 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X PATRICK EVANS 4254935310 PO BOX 12598 EVERETT WA 98206 XING HUA CHEN PRESIDENT 0.50 X X 0 0 0 VICTOR KEPLER VICE PRESIDENT 0.50 X X 0 0 0 RICH FLYNN SECRETARY/TREASURER 0.50 X X 0 0 0 H CHANDLER WILLIAMSON CHAIR, EXECUTIVE SEARCH COMMITTEE 0.50 X X 0 0 0 MEADE BROWN JR BOARD MEMBER 0.50 X 0 0 0 GRETA HOTOPP BOARD MEMBER 0.50 X 0 0 0 MICHAEL HEAVEY BOARD MEMBER 0.50 X 0 0 0 SHELLEY WARAM RN BOARD MEMBER 0.50 X 0 0 0 HEIDI ECKMAN BOARD MEMBER 0.50 X 0 0 0 LINDA GRANT CHIEF EXECUTIVE OFFICER 40.00 X 189080 0 22332 KELSE BARTLETT VP OF FINANCIAL OPERATIONS 40.00 X 134579 0 19575 EILEEN NEWTON MEDICAL DIRECTOR 40.00 X 187594 0 13459 SHERRY PLATT NURSE CARE MANAGER 40.00 X 122950 0 14659 CAROLE HAYES VP OF CLINICAL OPERATIONS 40.00 X 112069 0 14765 CATHERINE DONNERSTAG HOST PSYCHIATRIC ARNP 28.00 X 127815 0 0 874087 0 84790 7 0 1 0 KIRTLEY-COLE 2820 OAKES AVE SUITE B EVERETT WA 98201 CONSTRUCTION CONTRACTOR 10644115 MAXIM HEALTHCARE SERVICES INC 12558 COLLECTIONS CTR DR CHICAGO IL 60693 PATIENT CARE SERVICES 464252 FIDELIS 1920 S PUGET DR RENTON WA 98055 TECHNOLOGY 335663 CREDIBLE DEPT CH 17409 PALATINE IL 60055 ELECTRONIC HEALTH SYSTEM 147402 BUSHNAQ STUDIO LLC 5007 S GENESSEE STREET SEATTLE WA 98118 ARCHITECT 136374 5 4890000 95979 4985979 GOVERNMENT CONTRACTS 624100 14119089 14119089 CLIENT FEES 624100 257983 257983 14377072 3932 3932 REIMBURSEMENTS 900099 73862 73862 INSURANCE CLAIM 900099 12962 12962 RECORDING FEES 900099 2840 2840 585 585 90249 19457232 14377072 0 94181 566620 201053 365567 8653012 7572455 1080557 42619 37297 5322 1416580 1259319 157261 940391 803882 136509 132781 132781 107685 107685 1418035 1303810 114225 20785 20469 316 317555 275504 42051 10993 9424 1569 1061104 883430 177674 249115 239179 9936 196855 195252 1603 593256 537474 55782 204779 183362 21417 MEDICAL SUPPLIES 658469 644524 13945 STAFF & RECRUITMENT 125529 86194 39335 REPAIRS & MAINTENANCE 92069 91087 982 PROF. DEVELOPMENT 60680 41666 19014 108528 57407 51121 16977440 14442788 2534652 0 696415 1141531 2901921 755853 179245 201943 2545300 1556945 197699 212324 33051201 5782080 16387954 27269121 2405620 1836346 25314154 32974063 1465461 1610543 3373381 8985193 2747126 2170349 7585968 12766085 X 14805385 12593193 2922801 7614785 17728186 20207978 25314154 32974063 2479792 0 X 0 1 X 1 1 1 X 345148 2417294 1179566 2405611 4985979 11333598 14252759 13763310 16105586 15202239 14377072 73700966 14597907 16180604 17285152 17607850 19363051 85034564 0 0 0 85034564 42173 9469 8924 7006 3932 71504 42173 9469 8924 7006 3932 71504 11633 3685 2338 21666 90249 129571 14651713 16193758 17296414 17636522 19457232 85235639 0.99760 0.99760 0.00080 0.00170 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: CASE MANAGEMENT - 2019 AMOUNT: $ 1,485. OTHER INCOME - 2019 AMOUNT: $ 7,468. 2020 AMOUNT: $ 1,230. 2021 AMOUNT: $ 786. RECORDING FEES - 2019 AMOUNT: $ 1,442. 2020 AMOUNT: $ 1,967. 2021 AMOUNT: $ 1,389. 2022 AMOUNT: $ 2,138. 2023 AMOUNT: $ 2,840. TESTIMONY FEES - 2019 AMOUNT: $ 1,238. 2020 AMOUNT: $ 488. 2021 AMOUNT: $ 163. 2022 AMOUNT: $ 650. 2023 AMOUNT: $ 585. INSURANCE CLAIM - 2022 AMOUNT: $ 18,878. 2023 AMOUNT: $ 12,962. REIMBURSEMENTS - 2023 AMOUNT: $ 73,862. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2055289 2055289 10349139 3226575 7122564 242872 84865 158007 2987971 2470640 517331 17415930 17415930 27269121 DEPOSITS 56379 OPERATING RIGHT-OF-USE ASSETS 1779967 1836346 OPERATING LEASE LIABILITIES 1973100 FINANCING LEASE LIABILITIES 197249 2170349 19457232 0 19457232 0 19457232 16977440 0 16977440 0 16977440 X X 0 0 0 0 0 0 0 1 0 LINDA GRANT CHIEF EXECUTIVE OFFICER 187080 0 2000 0 0 0 2965 0 19367 0 211412 0 0 0 EILEEN NEWTON MEDICAL DIRECTOR 184161 0 3433 0 0 0 0 0 13459 0 201053 0 0 0 KELSE BARTLETT VP OF FINANCIAL OPERATIONS 121846 0 12733 0 0 0 2907 0 16668 0 154154 0 0 0 PART I, LINE 7 EMPLOYEES WHO RECEIVE COMPENSATION ARE ELIGIBLE FOR AN ANNUAL BONUS, WHICH IS DETERMINED AT THE DISCRETION OF THE CEO. IN 2023, EMPLOYEES WERE GIVEN A RETENTION BONUS OF WHICH THE AMOUNT IS ALSO DETERMINED BY THE CEO. FORM 990, PART I, LINE 6: THERE WERE 9 BOARD MEMBERS WHO SERVED DURING THE YEAR, MEETING AT LEAST MONTHLY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE CHIEF EXECUTIVE OFFICER PRIOR TO FILING AND DISCUSSED AND REVIEWED WITH THE BOARD. ALL MEMBERS OF THE BOARD WILL RECEIVE A COPY OF THE DRAFT 990 BEFORE IT HAS BEEN SUBMITTED TO THE INTERNAL REVENUE SERVICE AND A FINAL COPY AFTER COMPLETED. FORM 990, PART VI, SECTION B, LINE 12C ERC BOARD MEMBERS PROVIDE WITH THEIR ORIGINAL MEMBERSHIP AND ANNUALLY THEREAFTER 2021 ATTESTATIONS OF NO CONFLICT OF INTEREST. BOARD TERMS ARE 3 YEARS AND LIMITED TO A TOTAL OF 2 TERMS (6 YEARS). NO ONE IS ELECTED TO THE BOARD WHO HAS A CONFLICT OF INTEREST. THE SAME OCCURS FOR KEY EMPLOYEES. THE EMPLOYEE HANDBOOK SECTION 2 (EMPLOYEE CODE OF CONDUCT) OUTLINES A STRICT POLICY PROHIBITING BUSINESS ASSOCIATE AND COWORKER GIFTS AND TRANSACTIONS (PAGE 2-5). CORPORATE COMPLIANCE PROCEDURE IS ALSO COVERED IN THIS SECTION AS WELL AS DUTY TO REPORT VIOLATIONS. THE ORGANIZATION EMPLOYS A PERSON WHO ACTS AS BOTH QUALITY ASSURANCE MANAGER AND CORPORATE COMPLIANCE MANAGER, ADDRESSING ANY CONCERNS SUBMITTED (EMPLOYEES HAVE ASSURANCES OF PROTECTION FROM RETALIATION). ANY CONCERNS OF POTENTIAL CONFLICT OF INTEREST COULD BE SUBMITTED TO THE CORPORATE COMPLIANCE OFFICER OR THE BOARD OF DIRECTORS FOR REVIEW. THE COMPANY ATTORNEY COULD ALSO ADVISE THE ORGANIZATION ON ANY COMPLAINTS. FINALLY, THE FISCAL POLICIES MANUAL APPLIES THE CODE OF CONDUCT SPECIFICALLY TO ACCOUNTING AND BUSINESS TRANSACTIONS IN SECTION 3: CODE OF CONDUCT AND ETHICS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD PERIODICALLY REVIEWS COMPARABLE SALARIES FOR CEO'S OF SIMILAR TYPE AND SIZE OF ORGANIZATION AND SETS SALARY BASED ON AVAILABLE FUNDS AND PERFORMANCE. WWW.GUIDESTAR.ORG IS OFTEN USED ALONG WITH OUR SURVEYS TO PROVIDE REGIONAL AND NONPROFIT BASELINE DATA ON WAGES AND SALARIES. THE LAST COMPENSATION REVIEW WAS CONDUCTED IN DECEMBER 2023 ON TOP MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.