Evergreen Wellness Advocates
Nonprofit profile at a glance
- EIN
- 943035642
- IRS 990 coverage
- 2011–2014
- Forms available
- Form 990 2014
- Location
- Bellingham, WA, USA
- Phone
- 3606710703
- Rating
- 83
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- AIDS
Reported finances
- Revenue
- $1,674,641
- Expenses
- $1,733,353
- Assets
- $0
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2014. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- JARED GARDNER (PRESIDENT)
- TONI TAFT (VICE PRESIDENT)
- J EDWARD WILHOITE JR (EXECUTIVE DIRECTOR)
Highest reported compensation
- J EDWARD WILHOITE JR (EXECUTIVE DIRECTOR): $107,205 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2014. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Evergreen wellness advocates (ewa) works to promote the health and well-being of persons affected by chronic conditions or social deteriment.
What it reported doing in 2014
Outreach services link HIV-positive people with potentially life-saving care who otherwise may not have been aware of or able to obtain that care. Prevention refers to the practice of preventing the spread of HIV in the community. Ewa's prevention staff distributed 975 oraquick in-home test kits (htk) to gay and bisexual men across the puget sound region as a supplement to traditional sight-based/clinic testing options. The prevention staff further conducted 488 point of care HIV tests in non-traditional settings and venues. Of these 423 were highly targeted to at-risk populations. There were 8 case findings and 8 of these were new diagnoses. These activities were funded by Washington state department of health. Staff worked closely with medical case management agencies, state health departments, and local community health clinics to identify, engage and link HIV-positive people to care and support services.
Operating model
- Revenue model
- Donor-supported. 78% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 91% 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
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and assets have declined or grown slowly.
Rating breakdown
- Financial Efficiency: 82
- Transparency & Controls: 90
- Accountability: 100
- Sustainability: 18
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 80.8%; rating input score 81
- Program expense ratio: 78.1%; rating input score 78
- Fundraising efficiency: $4,216.39 raised per $1 spent on fundraising; rating input score 100; 100th percentile among comparable filings
Transparency & Controls
- Consistency checks: 92.9%; rating input score 93; 15th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 73rd 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; 64th percentile among comparable filings
- Governance controls: 8 of 8 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -3.5%; rating input score 25; 25th percentile among comparable filings
- Total-asset coverage ratio: 0; rating input score 0; 0th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 6.2%; rating input score 52; 52nd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 11.6% per year; rating input score 100; 74th percentile among comparable filings
- Asset growth: -52.4% per year; rating input score 0; 1st percentile among comparable filings
Details
- Where the money goes: 80.8% of revenue deployed · 78.1% of spending went to programs
- Governance: 9 of 9 board members independent · 8 of 8 filing controls reported
- Programs: 2 filed program accomplishments · $1.4M in reported program spending
- Leadership: top reported pay $107K · 12 people listed
- Consistency: 25 of 26 current checks pass · 1 finding to review
- Schedules: 6 filed schedules · includes major donors and grants
- Filing history: 3 filing years from 2011 to 2014
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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.
- High — Sustainability: Operating margin scored 25/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 0/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Review — Sustainability: Officer compensation ratio scored 52/100.