2026-02-12T11:07:07-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-07-01 862954398 EVERGREEN SOCIAL IMPACT EVER 2065695587 PO BOX 429 BOTHELL WA 98041 BETH HARVEY EXECUTIVE DIRECTOR 2065695587 2026-02-10 1 1 ALLEN GILBERT CPA P01380103 4252506100 2026-02-10 2024 2025-03-06 01:10:19Z BETH HARVEY PO BOX 429 BOTHELL WA 98041 3133382 0 X HTTPS://WWW.EVERGREENSOCIALIMPACT.ORG/ X 2021 WA SEE SCH O FOR DETAIL 8 8 10 30 0 0 230068 952184 2035030 2120402 9771 59401 608 1395 2275477 3133382 110410 48950 0 0 1285244 1595805 0 0 120 462633 781436 1858287 2426191 417190 707191 49923229 54653190 48440996 52462693 1482233 2190497 X EVERGREEN SOCIAL IMPACT WORKS TO STRENGTHEN MISSION-DRIVEN ORGANIZATIONS AND ACHIEVE ENDURING IMPACT IN THE PACIFIC NORTHWEST BY DEVELOPING SHARED INFRASTRUCTURE AND EXPERTISE, BUILDING A CULTURE OF PARTNERSHIP, AND ADVANCING EQUITY. 1 1 1839147 48950 2120402 SEE SCHEDULE O FOR PROGRAM ACCOMPLISHMENTS 1839147 1 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 18 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X X BETH HARVEY 2065695587 PO BOX 429 BOTHELL WA 98041 BETH HARVEY EXECUTIVE DIRECTOR 30.00 X 156749 0 15565 LAURA CANTRELL CARE FUND EXEC. DIR. 36.00 X 202522 0 38685 JOSEPH SPARACIO DEPUTY DIRECTOR CARE FUND 32.00 X 133756 0 32337 SARAH HILLER DIRECTOR OF OPS & PROJECT ENG 36.00 X 128861 0 42107 PETER CHOI CARE FUND DIR OF PROGRAM DEVELOPMENT & EVALUATION 36.00 X 117493 0 25183 TASHA FLOREZ CARE FUND SR. PROGRAM OFFICER 36.00 X 104673 0 7391 PETER BLOCH GARCIA CHAIR 1.00 X X 0 0 0 JARAH MACFARLANE VICE CHAIR 1.00 X X 0 0 0 KAL JACKSON SECRETARY/TREASURER 1.00 X X 0 0 0 DON DOERING BOARD MEMBER/FORMER SECRETARY/TREASURER 1.00 X X 0 0 0 ALEXANDER GEBRU BOARD MEMBER 1.00 X 0 0 0 DAVID GORTON BOARD MEMBER 1.00 X 0 0 0 OBIOHA OKEREKE BOARD MEMBER 1.00 X 0 0 0 ALEJANDRA TRES BOARD MEMBER 1.00 X 0 0 0 844054 0 161268 6 0 1 0 0 75750 63034 813400 952184 STATE CONTRACT ADMIN 561000 1968347 1968347 PROGRAM SERVICE FEES 561000 138905 138905 LOCAL GOVT CONTRACT FE 561000 13150 13150 2120402 59401 59401 MISC INCOME 561000 1395 1395 1395 3133382 2120402 0 60796 X 48950 48950 398877 253584 145293 891946 658764 233182 61337 43958 17379 148494 93138 55356 95151 65833 29318 15120 15120 18000 18000 505607 482412 23075 120 27780 27780 24565 22725 1840 43513 30248 13265 3225 3025 200 21269 20190 1079 31815 30531 1284 38934 3139 35795 TAXES & LICENSES 38124 27869 10255 DUES, SUBSCRIPTIONS AND 7842 4005 3837 MISCELLANEOUS 4323 4323 0 STAFF DEVELOPMENT 1319 673 646 2426191 1839147 586924 120 203272 324764 1101211 2063596 849238 10766872 41741 56728 47727767 41441230 49923229 54653190 213229 311389 500000 452482 47727767 51698822 48440996 52462693 X 1465583 2041837 16650 148660 1482233 2190497 49923229 54653190 707191 1073 0 X 0 1 X 0 0 X 10 532078 230068 952184 1714340 10 532078 230068 952184 1714340 1685 1712655 549 1769 9771 59401 71490 539 1740 1233 1395 4907 1790737 9048415 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 539. 2022 AMOUNT: $ 1,740. 2023 AMOUNT: $ 1,233. 2024 AMOUNT: $ 1,395. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18000 18000 2408191 2426191 271310 67828 0 0 236076 281836 242914 271310 1032136 1548204 14500 16000 15000 18000 63500 59019 70459 60729 67828 258035 387053 0 1 X 0 3135755 1073 1300 2373 3133382 0 3133382 2427491 1300 1300 2426191 0 2426191 PART IV, LINE 2B: AS PART OF ESI'S MISSION, CERTAIN FUNDS ARE HELD IN TRUST UNDER THE MANAGEMENT OF ESI, BUT UNDER THE DIRECTION AND CONTROL OF SPONSORED PROGRAMS. AT JUNE 30, 2025 ESI HAD A SIGNIFICANT CONTRACT WITH THE WASHINGTON DEPARTMENT OF COMMERCE. UNDER THE PROVISION OF THE CONTRACT, ESI IS THE PROGRAM ADMINISTRATOR OF THE ANDY HILL CANCER RESEARCH ENDOWMENT. RELEVANT HISTORY OF THIS CONTRACT IS INCLUDED BELOW. CARE FUND GRANTMAKING FUNDS ARE HELD IN INVESTMENT ACCOUNTS IN THE CARE FUND'S NAME. PURSUANT TO THE CONTRACT, THESE FUNDS ARE NOT CONSIDERED AS BELONGING TO EVERGREEN SOCIAL IMPACT OR OVER WHICH EVERGREEN SOCIAL IMPACT HAS DISCRETION. CONSEQUENTLY, THESE FUNDS ARE REPORTED IN THE STATEMENT OF FINANCIAL POSITION AS A LIABILITY FOR FUNDS HELD FOR OTHERS. SCHEDULE D, PAGE 4, PART XI, LINE 2D ESI'S SPONSORED PROJECT, THE CARE FUND, MAKES CANCER RESEARCH GRANTS IN THE STATE OF WASHINGTON. THE CARE FUND WAS ESTABLISHED BY THE WA STATE LEGISLATURE AND IS GOVERNED BY STATUTE (RCW 43.348). GRANTS ARE MADE ONLY TO ENTITIES DOING RESEARCH IN WASHINGTON, AS REQUIRED BY STATUTE. THE CARE FUND HAS A GOVERNOR-APPOINTED BOARD THAT MAKES FINAL AWARD DECISIONS BASED ON RECOMMENDATIONS MADE BY AN INDEPENDENT PEER REVIEW PANEL. THE CARE FUND'S PROGRAMS TEAM RESPONSIBLE FOR MONITORING AND ENSURING FULL COMPLIANCE WITH ALL TERMS AND CONDITIONS OF THE GRANT AWARD CONTRACTS. GRANT RECIPIENTS ARE REQUIRED TO SUBMIT DETAILED REPORTS AS OUTLINED IN THE GRANT AWARDS AND THE PROGRAMS TEAM REVIEWS AND EVALUATES ALL REPORTS PRIOR TO AUTHORIZING PAYMENTS. 1 AMERICAN CANCER SOCIETY 3380 CHASTAIN MEADOWS PKWY NW KENNESAW GA 30144 131788491 501C3 10000 0 SUPPORT FOR CANCER RESEARCH CENTER FOR RESPONSIBLE FORESTRY 599 CAMP HARMONY ROAD QUILCINE WA 98376 861324309 501C3 9710 0 TO ACHIEVE THE PERMANENT PROTECTION OF THE LAST REMAINING MATURE FORESTS ON STATE LANDS IN WESTERN WASHINGTON. 2 PART I, LINE 2: ESI'S MODEL C SPONSORED PROJECT, THE CENTER FOR RESPONSIBLE FORESTRY, WAS AWARDED A GRANT FROM THE JPB FOUNDATION IN FY24. THE ESI TEAM WAS RESPONSIBLE FOR MONITORING AND ENSURING FULL COMPLIANCE WITH ALL TERMS AND CONDITIONS OF THE GRANT AWARD AND MANAGED DISTRIBUTION THROUGH MONTHLY PAYMENTS TO CRF. CRF WAS REQUIRED TO SUBMIT DETAILED EXPENSE AND ACTIVITY REPORTS AS OUTLINED IN THE GRANT AWARDS AND THE ESI TEAM REVIEWED AND EVALUATED ALL REPORTS PRIOR TO AUTHORIZING PAYMENTS. X X 0 0 0 0 0 0 0 1 0 BETH HARVEY EXECUTIVE DIRECTOR 150909 0 5840 0 0 0 11065 0 4500 0 172314 0 0 0 LAURA CANTRELL CARE FUND EXEC. DIR. 192489 0 10033 0 0 0 14485 0 24200 0 241207 0 0 0 JOSEPH SPARACIO DEPUTY DIRECTOR CARE FUND 127805 0 5951 0 0 0 9408 0 22929 0 166093 0 0 0 SARAH HILLER DIRECTOR OF OPS & PROJECT ENG 123675 0 5186 0 0 0 9120 0 32987 0 170968 0 0 0 PART I, LINE 3 EXECUTIVE DIRECTOR COMPENSATION IS ESTABLISHED BY THE BOARD BASED ON COMPARABLE REGIONAL SALARY SURVEY DATA (ARCHBRIGHT ANNUAL NONPROFIT SALARY SURVEY). ED SALARY IS APPROVED ANNUALLY AS PART OF THE BUDGET PROCESS. PART I, LINE 7 ANNUAL BONUSES BASED ON EMPLOYEE PERFORMANCE FOR ELIGIBLE EMPLOYEES. ELIGIBILITY BASED ON LENGTH OF SERVICE. THESE BONUSES ARE BASED ON ANNUAL PERFORMANCE REVIEWS AND ARE SUBJECT TO BUDGET AVAILABILITY. FORM 990, PART III, LINE 2 THE ADDITION OF A MODEL C PROJECT RWANDAN COMMUNITY ASSOCIATION OF WASHINGTON AND FOUR MODEL A PROJECTS SUPPORTING PARTNERS IN EDUCATION AND BEYOND, PRIDE ACROSS THE BRIDGE, WASHINGTON UNITED MIGRANT AND THRIVING COMMUNITIES, FAMILIES AND YOUTH INITIATIVE. FORM 990, PART III, LINE 3 THE ENDING OF PARTNERSHIPS WITH MODEL A PROJECT PEOPLE'S VOICE ON CLIMATE AND MODEL C PROJECT CENTER FOR RESPONSIBLE FORESTRY. FORM 990, PART III, LINE 4A EVERGREEN SOCIAL IMPACT PROVIDES FIDUCIARY SERVICES, INCLUDING GOVERNANCE, FUNDS MANAGEMENT, AND OTHER ADMINISTRATIVE SERVICES TO PROJECTS WITH SOCIAL-IMPACT MISSIONS. IT CAN ACT AS A LONG-TERM ADMINISTRATIVE HOME FOR NEW OR ESTABLISHED PROJECTS, OR AS A 'NONPROFIT INCUBATOR' FOR PROJECTS SEEKING TO BECOME INDEPENDENT NONPROFIT ORGANIZATIONS. BY PROVIDING AN ADMINISTRATIVE AND OPERATIONS HUB, IT SUPPORTS THEIR SPONSORED PROJECTS IN FOCUSING ON THEIR MISSIONS AND BUILDING CAPACITY. IN FY 2025, EVERGREEN SOCIAL IMPACT SERVED AS FISCAL SPONSOR FOR TEN SPONSORED PROJECTS. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE BEEN FORMED AS OF JUNE 30, 2025. FORM 990, PART VI, SECTION B, LINE 11B AFTER BEING REVIEWED BY STAFF, A DRAFT OF THE 990 IS SENT TO THE BOARD PRIOR TO A REGULARLY SCHEDULED MEETING AND IS REVIEWED/DISCUSSED/VOTED ON AT THAT MEETING. THIS IS DONE PRIOR TO ISSUANCE AND FILING OF THE FINAL 990 RETURN. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR COMPENSATION IS ESTABLISHED/APPROVED BY THE BOARD OF DIRECTORS AND IS BASED UPON RELEVANT MARKET DATA (ARCHBRIGHT WASHINGTON NONPROFIT SALARY SURVEY). SALARY IS APPROVED AS PART OF ANNUAL BUDGET APPROVAL. COMPENSATION FOR SPONSORED PROJECT EXECUTIVE DIRECTOR IS RECOMMENDED BY ESI EXECUTIVE DIRECTOR TO SPONSORED PROJECT BOARD CHAIR BASED ON RELEVANT MARKET DATA (EITHER ARCHBRIGHT OR THE COUNCIL ON FOUNDATIONS). SPONSORED PROJECT BOARD CHAIR APPROVES SPONSORED PROJECT ED COMPENSATION. COMPENSATION FOR ESI AND SPONSORED PROJECT EDS IS ESTABLISHED BY EDS BASED ON RELEVANT MARKET DATA WITHIN BUDGET CONSTRAINTS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 990S AND AUDITED FINANCIAL STATEMENTS ARE POSTED ON ESI WEBSITE. FORM 1023, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 47,452. MANAGEMENT AND GENERAL EXPENSES 23,075. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 70,527. STIPENDS: PROGRAM SERVICE EXPENSES 22,088. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,088. PROJECT ADMIN: PROGRAM SERVICE EXPENSES 85,707. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,707. DESIGN & PRODUCTION: PROGRAM SERVICE EXPENSES 40,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,800. REVIEW & EVALUATION: PROGRAM SERVICE EXPENSES 278,276. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 278,276. OTHER: PROGRAM SERVICE EXPENSES 8,089. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 120. TOTAL EXPENSES 8,209. WASHINGTON CANCER IMPACT FOUNDATION C/O EVERGREEN SOCIAL IMPACT PO BOX BOTHELL WA 98041 993212637 CURRENTLY INACTIVE WA 501(C)(3) LINE 10 EVERGREEN SOCIAL IMPACT 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0