Evergreen Social Impact

Nonprofit profile at a glance

EIN
862954398
IRS 990 coverage
2022–2024
Forms available
Form 990 2024, Form 990-N 2020
Location
Bothell, WA, USA
Phone
2065695587
Rating
70
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Management & Technical Assistance

Official website

Reported finances

Revenue
$3,133,382
Expenses
$2,426,191
Assets
$54,653,190
Liabilities
$52,462,693

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

14 people listed

Executive titles in this filing

  • BETH HARVEY (EXECUTIVE DIRECTOR)

Highest reported compensation

  • LAURA CANTRELL (CARE FUND EXEC. DIR.): $241,207 total reported compensation
  • BETH HARVEY (EXECUTIVE DIRECTOR): $172,314 total reported compensation
  • SARAH HILLER (DIRECTOR OF OPS & PROJECT ENG): $170,968 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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.

What it reported doing in 2024

See schedule o for program accomplishments

Operating model

Revenue model
Earned-program. 68% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 97% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of total spending goes to programs and the filed numbers largely add up. A relatively small share of available resources goes toward mission work and the filing does not identify recipients for some grant dollars.

Rating breakdown

  • Financial Efficiency: 69
  • Transparency & Controls: 65
  • Accountability: 95
  • Sustainability: 67
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 57.6%; rating input score 58
  • Program expense ratio: 75.8%; rating input score 76
  • Fundraising efficiency: $7,934.87 raised per $1 spent on fundraising; rating input score 100; 100th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 85.7%; rating input score 86; 1st percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 40.3%; rating input score 40; 14th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 22.6%; rating input score 79; 79th percentile among comparable filings
  • Total-asset coverage ratio: 22.53; rating input score 97; 97th percentile among comparable filings
  • Liabilities to assets ratio: 0.96; rating input score 6; 6th percentile among comparable filings
  • Officer compensation ratio: 41.4%; rating input score 2; 2nd percentile among comparable filings

Growth

  • Program expense growth: -11.4% per year; rating input score 0; 2nd percentile among comparable filings
  • Revenue growth: -4% per year; rating input score 0; 4th percentile among comparable filings
  • Asset growth: 1.2% per year; rating input score 100; 16th percentile among comparable filings

Details

  • Where the money goes: 57.6% of revenue deployed · 75.8% of spending went to programs
  • Governance: 8 of 8 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $1.8M in reported program spending
  • Leadership: top reported pay $241K · 14 people listed · 2 of 6 pay-setting controls reported
  • Consistency: 30 of 32 current checks pass · 2 findings to review
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Related organizations: 3 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 58/100.
  • Moderate — Transparency & Controls: Grant itemization coverage scored 40/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: Audit committee oversight not reported.
  • High — Sustainability: Officer compensation ratio scored 2/100.
  • High — Sustainability: Liabilities to assets ratio scored 6/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.