Civic Intelligence

Evergreen Collaborative

990 • Fiscal year 2023 • EIN 86-1741610

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

PO Box 21961Seattle, WA 98111

(206) 382-5552

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.03x

Higher debt load relative to assets than 25% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

13th percentile

0.03x

Higher debt load relative to revenue than 13% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

88th percentile

43%

Higher net margin than 88% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

67th percentile

$238,221

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

96th percentile

110%

Faster asset growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

85%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Up

$7,574,293

Up $3,959,951 (+110%) from 2022

Net Assets

Up

$7,309,599

Up $3,885,418 (+113%) from 2022

Liabilities

Up

$264,694

Up $74,533 (+39%) from 2022

Revenue

Up

$9,057,853

Up $4,162,709 (+85%) from 2022

Expenses

Up

$5,172,106

Up $1,144,634 (+28%) from 2022

Net Income

Up

$3,885,747

Up $3,018,075 (+348%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2021: $2,714,555Liabilities 2021: $158,046Net Assets 2021: $2,556,5092021Assets 2022: $3,614,342Liabilities 2022: $190,161Net Assets 2022: $3,424,1812022Assets 2023: $7,574,293Liabilities 2023: $264,694Net Assets 2023: $7,309,5992023Assets 2024: $6,909,340Liabilities 2024: $217,760Net Assets 2024: $6,691,5802024

Highlighted filing

2023

Assets$7,574,293
Liabilities$264,694
Net Assets$7,309,599

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2021: $3,718,265Expenses 2021: $1,161,756Net Income 2021: $2,556,5092021Revenue 2022: $4,895,144Expenses 2022: $4,027,472Net Income 2022: $867,6722022Revenue 2023: $9,057,853Expenses 2023: $5,172,106Net Income 2023: $3,885,7472023Revenue 2024: $7,981,270Expenses 2024: $8,603,936Net Income 2024: -$622,6662024

Highlighted filing

2023

Revenue$9,057,853
Expenses$5,172,106
Net Income$3,885,747
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$10,342,264
Mission and Program Overview

Mission

Research and education into policies to reduce the impacts of climate change.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$769,466$6,396,292▲ $5,626,826
Cash and Non-Interest-Bearing Accounts$2,718,969$1,169,554▼ $1,549,415
Pledges and Grants Receivable$125,907--
Prepaid Expenses and Deferred Charges-$8,447-
Total Assets$3,614,342$7,574,293▲ $3,959,951
Liabilities
Accounts Payable and Accrued Expenses$120,302$194,694▲ $74,392
Other Liabilities$69,859$70,000▲ $141
Total Liabilities$190,161$264,694▲ $74,533
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,934,720$5,630,265▲ $2,695,545
Net Assets With Donor Restrictions$489,461$1,679,334▲ $1,189,873
Total Net Assets Fund Balance$3,424,181$7,309,599▲ $3,885,418
Total Liabilities and Net Assets / Fund Balance$3,614,342$7,574,293▲ $3,959,951
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lena MoffittExecutive Director Start AprilFT$226,940$11,281$238,221
Jamal RaadExecutive Director Until MarchFT$207,419$10,127$217,546
Rufino VelazquezChief of StaffFT$159,423$20,349$179,772
Justin BalikState Program DirectorFT$150,002$29,581$179,583
Sam HolmanDigital DirectorFT$139,063$20,506$159,569
Holly BurkeSenior Communications DirectorFT$139,705$13,033$152,738
Sam RickettsFounder Until AugustFT$134,015$18,697$152,712
Molly KeenanInterim ChairPT$14,000-$14,000

Board Members and Trustees

NameTitle
Harold MitchellDirector
Julian Brave NoisecatDirector
Keya ChatterjeeDirector
Kc GoldenSecretary
Holmes HummelTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Trilogy Interactive LLCDigital ModelingPO BOX 4177, Mountain View, CA 94040$142,000
Revenue and Support

Revenue Composition

Contributions and Grants
$8,880,699
Program Service Revenue
$0
Investment Income
$177,154
Other Revenue
$0
All Other Contributions
$8,880,699
Change in Net Assets
$3,885,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,127,282
Other Expenses$1,882,824
Total Fundraising Expense$285,925
Grants and Similar Amounts Paid$84,000
Professional Fundraising Fees$78,000

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,826,879$70,694$122,272$2,019,845
Advertising$807,971--$807,971
Fees for Services Other$526,083$92,873-$618,956
Current Officers, Directors, Trustees, and Key Employees$424,887$16,442$28,438$469,767
Pension Plan Contributions$223,113$8,633$14,933$246,679
Payroll Taxes$209,409$8,103$14,016$231,528
Other Employee Benefits$144,229$5,581$9,653$159,463
Conferences and Meetings$105,847$2,771$7,085$115,703
Travel$99,042$1,880$4,806$105,728
Grants to Domestic Orgs$84,000--$84,000
Fees for Services Professional Fundraising--$78,000$78,000
Fees for Services Accounting-$67,550-$67,550
Information Technology$54,824$1,435$3,669$59,928
Fees for Services Legal-$45,071-$45,071
Office Expenses$38,888$1,018$2,603$42,509
Other Expenses$7,214$2,614$450$2,614
Total Functional Expenses$4,561,516$324,665$285,925$5,172,106
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Climate Imperative FoundationSan Francisco, CA501(c)(3)General Operating Support$38,500
Lawyers for Good GovernmentWashington, DC501(c)(3)Support of Project Analyzing Climate Action at the Gubernatorial Level$25,000
The Partnership Project IncWashington, DC501(c)(3)Advertising Support$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$78,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Philip LloydFormer OfficerBookkeeping ServicesNo$42,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related C4$70,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A copy of the form 990 is distributed electronically to each board member for review prior to filing.

Form 990, Part VI, Section B, Line 15A

Compensation for executive staff is determined by an independent committee of the board and is based, along with other factors, on comparable compensation from other organizations.

Form 990, Part VI, Section C, Line 19

These are not available to the public.

Filing and Contact Details

Filer

Filer Name
Evergreen Collaborative
EIN
86-1741610
Phone
2063825552
Address
PO BOX 21961, SEATTLE, WA 98111

Signing Officer

Name
Lena Moffitt
Title
Executive Director
Phone
2063825552
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lena Moffitt
Formed
2021
Legal Domicile
Wa
Voting Board Members
6
Independent Board Members
5
Employees
32
Volunteers
5

Preparer

Firm
Greenwood Ohlund Ps
Address
4241 21ST AVE W SUITE 400, SEATTLE, WA 98199
Preparer
Eric L Kimpton
Phone
2067821767
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Communications: program service expenses 58,647. Management and general expenses 10,353. Fundraising expenses 0. Total expenses 69,000. Research: program service expenses 117,119. Management and general expenses 20,676. Fundraising expenses 0. Total expenses 137,795. Strategy & ops: program service expenses 105,775. Management and general expenses 18,673. Fundraising expenses 0. Total expenses 124,448. Policy: program service expenses 82,445. Management and general expenses 14,555. Fundraising expenses 0. Total expenses 97,000. Other: program service expenses 41,404. Management and general expenses 7,309. Fundraising expenses 0. Total expenses 48,713. Digital modeling: program service expenses 120,693. Management and general expenses 21,307. Fundraising expenses 0. Total expenses 142,000.

Raw XML AppendixShowing 400 of 689 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0RESEARCH AND EDUCATION INTO POLICIES TO REDUCE THE IMPACTS OF CLIMATE CHANGE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03424181
IRS990/NetAssetsOrFundBalancesEOYAmt07309599
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt015589
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IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt02603
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01018
IRS990/OfficeExpensesGrp/ProgramServicesAmt038888
IRS990/OfficeExpensesGrp/TotalAmt042509
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09653
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05581
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0144229
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IRS990/OtherExpensesGrp/TotalAmt17664
IRS990/OtherExpensesGrp/TotalAmt22614
IRS990/OtherLiabilitiesGrp/BOYAmt069859
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt070694
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01826879
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt014016
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0209409
IRS990/PayrollTaxesGrp/TotalAmt0231528
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03646224
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IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus2Amt09137
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt09137
IRS990ScheduleC/GrassrootsCeilingAmt0356684
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IRS990ScheduleC/LobbyingCeilingAmt01426733
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IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt05172106
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotLbbyngGrassrootMnsNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt070000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED C4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt070000
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0GENERAL FUNDRAISING CONSULTING INCLUDING OVERALL STRATEGY
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0-78000
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0NEWMAN PARTNERS
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt078000
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0712 35TH AVE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0SEATTLE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0WA
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IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0WA
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/TotalNetToOrganizationAmt0-78000
IRS990ScheduleG/TotalRetainedByContractorsAmt078000
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt038500
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)

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