Nonprofit · EIN 91-1519430
EVERGREENHEALTH FOUNDATION
Tax-exempt · KIRKLAND, WA 98034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,958,283 | $2,216,071 | $5,742,212 | $20,443,135 | $1,659,782 | $18,783,353 |
| December 31, 2023 | 990 | $4,201,148 | $5,148,680 | -$947,532 | $13,002,276 | $385,713 | $12,616,563 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $7,723,562
- Program service revenue
- $0
- Investment income
- $480,150
- Royalties
- $118,562
- Net gain from sales of assets
- -$399
- Net income from fundraising events
- -$378,791
- Net income from gaming
- $14,800
- Other revenue
- -$245,429
Expenses
- Grants and similar amounts paid
- $2,113,146
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $2,182,840
- Management and general (functional)
- $27,523
- Fundraising (functional)
- $5,708
Balance sheet and other
- Total assets, start of year
- $13,002,276
- Total assets, end of year
- $20,443,135
- Total liabilities, end of year
- $1,659,782
- Net assets, end of year
- $18,783,353
- Publicly traded securities
- $7,874,063
- Net assets without donor restrictions
- $3,379,331
- Net assets with donor restrictions
- $15,404,022
- Gross receipts
- $8,388,403
- Employees
- 0
- Volunteers
- 12
- Year formed
- 1990
- State of legal domicile
- WA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LORI KLOES | CHIEF PHILANTHROPY OFFICER Officer | 40 | $0 | $302,187 | $75,042 |
| MEG POWERS | DIRECTOR Highest-paid employee | 40 | $0 | $158,176 | $49,659 |
| MEGAN WHITMAN | MAJOR GIFTS OFFICER Officer | 40 | $0 | $123,752 | $33,954 |
| JAY HARRIS | MAJOR GIFTS OFFICER Officer | 40 | $0 | $126,904 | $25,131 |
| SHAUNA SMITH | CORP REL & SPEC EVENTS OFF Officer | 40 | $0 | $102,532 | $31,115 |
| VICKY NOLLETTE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LEAH HOGE | GALA CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JASON HOLLAWAY | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ANTHONY AMBROSE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MEGAN BAUMGARTNER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| SANDY CAIRNS | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JEFF CASHMAN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DREW COPITZKY | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| SHAWN D'AMELIO | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JUSTIN DIME | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUG EDLUND | TRUSTEE Trustee or director | 2 | $0 |
| BOB FERGUSON | TRUSTEE Trustee or director | 2 | $0 |
| SUZANNE GREATHOUSE | TRUSTEE Trustee or director | 2 | $0 |
| GURLEEN GULATI | TRUSTEE Trustee or director | 2 | $0 |
| MOLLY HILL | TRUSTEE Trustee or director | 2 | $0 |
| REBECCA HIRT | TRUSTEE Trustee or director | 2 | $0 |
| MATT LARKIN | TRUSTEE Trustee or director | 2 | $0 |
| MICHAEL MENA | TRUSTEE Trustee or director | 2 | $0 |
| ABBY NEWTON | TRUSTEE Trustee or director | 2 | $0 |
| DANIELLE O'MALLEY | TRUSTEE Trustee or director | 2 | $0 |
| ETTORE PALAZZO | TRUSTEE Trustee or director | 2 | $0 |
| ERIC TAYLOR | TRUSTEE Trustee or director | 2 | $0 |
| MARGERY YETMAN | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LORI KLOES | EXECUTIVE DIRECTOR Officer | 40 | $0 | $289,580 | $40,202 |
| MEG POWERS | DIRECTOR Highest-paid employee | 40 | $0 | $144,096 | $26,626 |
| MEGAN WHITMAN | MAJOR GIFTS OFFICER Officer | 40 | $0 | $106,506 | $15,789 |
| SHAUNA SMITH | CORP REL & SPEC EVENTS OFF Officer | 40 | $0 | $101,608 | $16,002 |
| JENNIFER HOYORD | SR. MAJ GIFTS OFF (TRM 9/23) Officer | 40 | $0 | $52,797 | $16,263 |
| ELENA SILESKY | SR. MAJOR GIFTS OFFICER Officer | 40 | $0 | $55,354 | $9,654 |
| ANTHONY AMBROSE | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JEFF CASHMAN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| RACHEL KNIGHT | PROGRAM CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| VICKY NOLLETTE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MICHELE RUTHERFORD | GALA CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KELLY WILLIAMS | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MEGAN BAUMGARTNER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| SANDY CAIRNS | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DREW COPITZKY | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| SHAWN D'AMELIO | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DOUG EDLUND | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| BOB FERGUSON | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| SUZANNE GREATHOUSE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| GURLEEN GULATI | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MOLLY HILL | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| LEAH HOGE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| KARL LINDOR | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| HONG QI | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JASON HOLLAWAY | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MATT LARKIN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 12040 NE 128TH ST MSC 5, KIRKLAND, WA 98034-3013
- In care of
- % LORI KLOES
- Principal officer (990 for 2024)
- LORI KLOES, 12040 NE 128TH STREET MS 5, KIRKLAND, WA 98034
- Signed the 990
- LORI KLOES, CHIEF PHILANTHROPY OFFICER
- Phone
- (425) 899-1900
- Return prepared by
- KPMG LLP
Mission
SEE SCHEDULE O
Program accomplishments
- SEE SCHEDULE OTHE PRIMARY FOUNDATION CONTRIBUTIONS TO EVERGREENHEALTH INCLUDED SUPPORT FOR THE RENOVATION AND EXPANSION OF THE FAMILY MATERNITY CENTER AND NICU, SUPPORT FOR THE HOSPICE CARE CENTER, BUILDING A NEW ENTRANCE FOR THE BARRIATRIC CLINIC, BUILDING A NEW VACCINE CLINIC AND SEVERAL OTHER PIECES OF MINOR EQUIPMENT. IN ADDITION, THE FOUNDATION SUPPORTED OTHER SMALLER PROGRAMS WITHIN EVERGREENHEALTH. THE HOSPITAL PAYS FOR SOME FOUNDATION EXPENSES INCLUDING ALL FOUNDATION STAFF SALARIES AND BENEFITS, THE FOUNDATION REIMBURSES THE HOSPITAL FOR FUNDRAISING EXPENSES, BUT ALL ADMINISTRATIVE EXPENSES (WHICH INCLUDE SALARIES AND BENEFITS) ARE RECORDED BY THE FOUNDATION AS DONATION REVENUE WITH AN OFF-SETTING EXPENSE FOR THE SAME AMOUNT.Expenses $2,182,840 · grants $2,113,146
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 91-1519430
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P74Z)
- Assets (IRS master file)
- $20,443,135
- Income (IRS master file)
- $8,388,403
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,958,283 | $2,216,071 | $20,443,135 | IRS |
| 990 | December 2023 | $4,201,148 | $5,148,680 | $13,002,276 | XML |
| 990 | December 2022 | $5,004,527 | $3,469,817 | $14,776,316 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-1519430).
Questions about EVERGREENHEALTH FOUNDATION
- What is the EIN of EVERGREENHEALTH FOUNDATION?
- The employer identification number (EIN) of EVERGREENHEALTH FOUNDATION is 91-1519430.
- Is EVERGREENHEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to EVERGREENHEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EVERGREENHEALTH FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EVERGREENHEALTH FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EVERGREENHEALTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of EVERGREENHEALTH FOUNDATION?
- The 990 for the year ended December 31, 2024 names LORI KLOES.
- Who are the officers and directors of EVERGREENHEALTH FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 28 people; 0 received compensation from the organization.
- How much revenue does EVERGREENHEALTH FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,958,283, expenses of $2,216,071 and total assets of $20,443,135 at year end.
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