2025-07-28T16:30:20-05:00 2024-12-31 911194016 CLARK NUBER PS 10900 NE 4TH ST STE 1400 BELLEVUE WA 98004 990 2024-01-01 943112461 FORTERRA NW FORT 2062925907 5101 14TH AVE NW STE 200 307 SEATTLE WA 98107 ERIN KINDALL CFO 2062925907 2025-07-28 1 0 MEGAN R RYAN P00737884 4254544919 2025-07-28 2024 2025-03-06 01:10:19Z MICHELLE CONNOR 5101 14TH AVE NW STE 200 307 SEATTLE WA 98107 12939935 0 X WWW.FORTERRA.ORG X 1994 WA TO ENHANCE, SUPPORT AND STEWARD THE REGION'S MOST PRECIOUS RESOURCES. MANY OF THE PROJECTS WHICH FORTERRA UNDERTAKES IS TO ACHIEVE OUR MISSION THROUGH EFFORTS THAT CAN OFTEN SPAN SEVERAL YEARS. NET REVENUES FROM COMPLETION OF THESE PROJECTS CAN BE REINVESTED TO FUND THE DEVELOPMENT OF PROJECTS IN FUTURE PERIODS, COVERING NET LOSSES IN YEARS WITH NO SIGNIFICANT PROJECT CLOSINGS. 21 20 34 194 0 0 4733935 11622788 994651 788201 -1268524 287206 535460 107903 4995522 12806098 1974608 4134494 0 0 4521616 3624254 0 7500 884321 3443947 3130520 9940171 10896768 -4944649 1909330 41939929 45479506 4897932 6709223 37041997 38770283 X SEE SCHEDULE O 0 0 5687676 3929789 93767 CONSERVATION: FORTERRA'S LANDSCAPE-SCALE APPROACH ENSURES THE CONSERVATION OF CRITICAL LANDS FOR COMMUNITIES THROUGHOUT THE REGION. FORTERRA HAS CONSERVED MORE THAN 280,240 ACRES OF LAND SINCE OUR FOUNDING IN 1989. AT ANY GIVEN TIME, WE ARE WORKING ON DOZENS OF PROJECTS TO CONSERVE LANDS FOR COMMUNITY, HABITAT AND RECREATION. WE KNOW HOW TO WORK QUICKLY AND DECISIVELY TO ENSURE VITAL LANDS ARE NOT LOST BUT WE ALSO KNOW THAT SOME PROJECTS TAKE TIME TO GET RIGHT. THESE INCLUDE THE 4,000-ACRE PORT GAMBLE FOREST WHICH TOOK MORE THAN 10 YEARS AND DEEP COMMUNITY PARTNERSHIPS TO COMPLETE AND THE ACQUISITION OF 145 ACRES OF CULTURALLY SIGNIFICANT LAND IN CENTRAL WASHINGTON FOR A PLANNED TRIBAL COMMUNITY. SOME PROJECTS ARE SMALL, BUT JUST AS IMPORTANT, LIKE CAMP KILWORTH WHICH IS ONE OF THE LAST UNDEVELOPED SHORELINE HABITATS IN FEDERAL WAY, WASHINGTON. SMALL OR LARGE, THESE PROJECTS ADD UP AND CONTRIBUTE TO A HEALTHY ENVIRONMENT AND RESILIENT COMMUNITIES. NO MATTER THE SIZE OF THE PROJECT, FORTERRA BRINGS A PURPOSEFUL, INNOVATED AND INTERCONNECTED APPROACH THAT DELIVERS SUCCESS FOR OUR REGION. 1445588 27357 457251 COMMUNITY REAL ESTATE AND PLANNING: FORTERRA LOOKS ACROSS THE RURAL AND URBAN LANDSCAPE TO SEE THE CONNECTION BETWEEN PEOPLE AND LAND. WE INVEST IN TOWNS AND CITIES ACROSS THE STATE. WE LEVERAGE OUR LAND HOLDINGS AND WORK IN PARTNERSHIP WITH TOWNS, CITIES, DEVELOPERS, AND COMMUNITIES TO IMPROVE INFRASTRUCTURE, HOUSING, AND CULTURAL INSTITUTIONS. WE HAVE LONGSTANDING AND DEEP RELATIONSHIPS WITH COMMUNITIES ACROSS THE REGION. WE UTILIZE OUR DECADES OF EXPERIENCE IN REAL ESTATE, LAND CONSERVATION AND COALITION BUILDING TO DEVELOP INNOVATIVE SOLUTIONS TO ADDRESS THE SHORTAGE OF ATTAINABLE HOUSING, BENEFIT LOCAL BUSINESSES AND COMMUNITIES, CREATE JOBS, OTHER ECONOMIC OPPORTUNITIES AND SUPPORT COMMUNITY WELLBEING. 840257 1088 207799 RESTORATION AND STEWARDSHIP: FORTERRA PARTNERS WITH ORGANIZATIONS AND COMMUNITIES THROUGHOUT THE REGION TO RESTORE AND STRENGTHEN PUBLIC LANDS, PARKS AND URBAN FORESTS. THROUGH OUR EVERGREEN RESTORATION PROGRAM (ERP) AND EVERGREEN CARBON CAPTURE (ECC) PROGRAM, FORTERRA PLANTS THOUSANDS OF TREES EACH YEAR IN PARTNERSHIP WITH LOCAL COMPANIES AND INDIVIDUALS. OVER THEIR LIFETIMES, THESE TREES WILL HELP OFFSET HUNDREDS OF THOUSANDS OF TONS OF CARBON DIOXIDE. ERP AND ECC HELPS PARTNER ORGANIZATIONS AND INDIVIDUALS TO RESTORE LOCAL FORESTS AND TREE CANOPIES. PARTNERS HAVE INCLUDED SOUNDERS FC, MCKINSTRY, DELTA AIR LINES, AND BECU, ALONG WITH DOZENS OF INDIVIDUALS. 719713 176260 29384 POLICY: FORTERRA IS A LEADER IN THE DESIGN AND IMPLEMENTATION OF MARKET-BASED GROWTH MANAGEMENT AND CONSERVATION TOOLS. FORTERRA HAS LED THE DESIGN, ADOPTION, AND CONTINUED IMPLEMENTATION OF TRANSFER OF DEVELOPMENT RIGHTS (TDR) PROGRAMS AT THREE DIFFERENT LEVELS: 10 CITIES, 4 COUNTIES, AND 1 REGIONAL PROGRAM. SINCE 2009 THESE PROGRAMS HAVE CONSERVED MORE THAN 100,000 ACRES OF FARMS AND WORKING FORESTS BY TRANSFERRING THE DEVELOPMENT RIGHTS OF THESE PROPERTIES TO SUPPORT INTENTIONAL GROWTH IN OUR REGION'S CITIES. TO SUPPORT GROWTH IN CITIES USING TDR, FORTERRA LED THE CREATION OF THE LANDSCAPE CONSERVATION AND LOCAL INFRASTRUCTURE PROGRAM (LCLIP), WHICH GIVES CITIES A FINANCIAL INCENTIVE TO PROTECT RESOURCE LANDS AND MAKE INFRASTRUCTURE INVESTMENTS. FORTERRA ALSO WORKS WITH COMMUNITIES THROUGHOUT THE REGION TO ENGAGE CONSTITUENTS IN PLANNING AND POLICY ISSUES RELATED TO IMPROVING QUALITY OF LIFE FOR RESIDENTS. 719713 176260 29384 8693234 1 1 0 1 0 0 1 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 1 0 0 0 1 52 0 34 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 WA X MICHELLE CONNOR 2069056899 5101 14TH AVE NW STE 200 307 SEATTLE WA 98107 MICHELLE CONNOR PRESIDENT & CEO 40.00 0.00 X X 231150 0 9874 DE'SEAN QUINN CHAIR 1.00 0.00 X X 0 0 0 ANDREA OSTROVSKY VICE-CHAIR 1.00 0.00 X X 0 0 0 TIM WULFEKUHLE TREASURER 1.00 0.00 X X 0 0 0 RUTH TRUE SECRETARY 1.00 0.00 X X 0 0 0 BETH BIRNBAUM PAST CHAIR 1.00 0.00 X X 0 0 0 ANDY BENCH DIRECTOR 1.00 0.00 X 0 0 0 GIGI COE DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL DUNNING DIRECTOR 1.00 0.00 X 0 0 0 JIM GREENFIELD DIRECTOR 1.00 0.00 X 0 0 0 PATRICK KENNEDY DIRECTOR 1.00 0.00 X 0 0 0 GINA KLEM DIRECTOR 1.00 0.00 X 0 0 0 LAURIE MCDONALD JONSSON DIRECTOR 1.00 0.00 X 0 0 0 TRACY NEWMAN DIRECTOR 1.00 0.00 X 0 0 0 KELLY OGILVIE DIRECTOR 1.00 0.00 X 0 0 0 VANESSA PEGUEROS DIRECTOR 1.00 0.00 X 0 0 0 LESLIE REED DIRECTOR 1.00 0.00 X 0 0 0 NATASHA RIVERS DIRECTOR 1.00 0.00 X 0 0 0 WALKER STANOVSKY DIRECTOR 1.00 0.00 X 0 0 0 ALLAN STEINMAN DIRECTOR 1.00 0.00 X 0 0 0 DORIAN WALLER DIRECTOR 1.00 0.00 X 0 0 0 RACHEL VALDEZ CHIEF OPERATING OFFICER 40.00 0.00 X 243395 0 17144 DAVID LEON VP, REAL ESTATE (THRU 12/24) 35.00 1.00 X 229665 0 16572 ERIN KINDALL CFO 38.00 0.00 X 191982 0 18397 KRISTI ENGLAND CHIEF GOV. & INNOVATION OFFICER 40.00 0.00 X 240270 0 19016 INDIA CLARK SR. MD., COMMS. DEV.(THRU 08/24) 35.00 0.00 X 133359 0 5823 DAN MURDOCH SR. DIRECTOR, PROPERTY MANAGEMENT 38.00 0.00 X 109235 0 4670 MATTHEW LANGSENKAMP DIRECTOR, FP&A 40.00 0.00 X 108566 0 13619 SANDRA PECK VP, STRATEGIC COMMS. & MARKETING 40.00 0.00 X 106625 0 1207 CHERYL MARUSA SR. DIRECTOR, COMMUNITY DEVELOPMENT 37.00 0.00 X 104484 0 13241 1698731 0 119563 10 0 1 0 BEACON HILL STAFFING GROUP LLC PO BOX 846193 BOSTON MA 02284 STAFFING SERVICES 161752 FUSE NETWORKS 7100 FORT DENT WAY STE 140 TUKWILA WA 98188 IT SUPPORT 153089 2 100088 7061305 4461395 1563332 11622788 PROJECT REVENUE 531390 788201 788201 788201 184444 184444 225450 95855 129595 129595 129595 102762 0 102762 102762 102762 10040 100088 37664 -27624 -27624 6250 318 5932 5932 12806098 788201 0 395109 X 4134494 4134494 1217465 776207 257579 183679 1938988 1236222 410231 292535 60607 39192 13360 8055 142624 91876 31094 19654 264570 170072 57330 37168 7644 5289 1200 1155 49620 34331 7789 7500 56500 39091 8869 8540 7500 7500 18734 18734 1623732 1105109 324873 193750 11784 7245 2619 1920 145661 100278 23121 22262 83266 10822 54333 18111 11037 10084 362 591 204698 204698 15671 11189 2586 1896 184078 113174 40906 29998 ACQUISITION EXPENSES 316425 316425 EQUIPMENT RENT & MAINT. 122249 55509 36689 30051 PROPERTY MANAGEMENT 79162 79162 TAXES 32582 32257 325 167677 120508 27213 19956 10896768 8693234 1319213 884321 1536287 1374620 3335403 2747258 466333 320495 197252 276930 2230808 2230808 155668 174815 30902756 593116 27260826 30309640 2212314 2976608 1107052 1125746 3437986 3942586 41939929 45479506 450778 665669 32500 150089 0 1052505 4410716 4839810 3938 1150 4897932 6709223 X 31324888 33180073 5717109 5590210 37041997 38770283 41939929 45479506 1909330 -181044 0 X 0 1 X 1 1 1 X 14495327 12342266 9675192 4733935 11622788 52869508 14495327 12342266 9675192 4733935 11622788 52869508 2367550 50501958 547172 587482 387147 403687 409894 2335382 3649 1227 2950 414025 421851 55626741 7643742 0.90790 0.92400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 3,649. 2021 AMOUNT: $ 1,227. 2022 AMOUNT: $ 2,950. RELOCATION REIMBURSEMENT - 2023 AMOUNT: $ 303,185. DEMOLITION REIMBURSEMENT - 2023 AMOUNT: $ 110,840. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56500 0 56500 0 10966287 0 11022787 0 701139 0 175285 0 0 0 1000000 849153 652286 701139 3202578 4803867 39000 77500 28000 56500 201000 250000 212288 163072 175285 800645 1200968 15000 15000 SCHEDULE C, PART II-A, LINE 1B: THROUGHOUT THE YEAR STAFF AND CONTRACT LOBBYISTS MEET WITH LOCAL, STATE AND FEDERAL ELECTED OFFICIALS AND AGENCIES TO ADVANCE VARIOUS CONSERVATION AND SMART GROWTH INITIATIVES. ALL DIRECT LOBBYING IS FOR LEGISLATION RELATED TO CONSERVATION, PUBLIC LANDS, HOUSING AND CAPITAL PROJECTS, AND LOCAL LEVEL TAXING AUTHORITY FOR INFRASTRUCTURE AND CONSERVATION. X X X X 86 8855.00 0 0 0 1 1 403.00 22425 1891859 194869 2086728 2996556 295303 1400000 1891859 3405938 30000 -439382 2996556 3008399 5502 414256 22219 3405938 2780149 92875 244181 101116 7690 3008399 0.44830 0.55170 0.00000 0 0 28869357 28869357 1535373 395749 1139624 80232 80232 0 417794 117135 300659 30309640 PROPERTY HELD FOR SALE 3942500 CONSERVATION EASEMENTS 86 3942586 REFUNDABLE DEPOSITS 1000 UNCLAIMED PROPERTY 150 1150 12668188 -181044 2500 -74151 -252695 12920883 18734 -133519 -114785 12806098 10939902 2500 59368 61868 10878034 18734 18734 10896768 PART II, LINE 5: THE ORGANIZATION HAS PROTOCOLS IN PLACE FOR ALL OF THOSE ITEMS THAT WERE DEVELOPED IN ACCORDANCE WITH LAND TRUST ACCREDITATION REQUIREMENTS AND STANDARDS. PART II, LINE 9: EASEMENTS ARE CAPITALIZED AT A NOMINAL VALUE OF $1 AND CLASSIFIED WITHIN LONG TERM HOLDINGS. ADDITIONAL COSTS OF ACQUIRING EASEMENTS ARE EXPENSED AS INCURRED. PART V, LINE 4: FORTERRA'S ENDOWMENT CONSISTS OF MULTIPLE FUNDS, ALL ESTABLISHED FOR LONG-TERM LAND STEWARDSHIP IN GENERAL AND FOR SPECIFIC PROPERTIES. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP), NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. FORTERRA HAS A POLICY OF DISTRIBUTING ANNUALLY UP TO 4 PERCENT OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR CALENDAR YEAR-END PRECEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, FORTERRA CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. PART XI, LINE 2D - OTHER ADJUSTMENTS: INTERCOMPANY EXPENSE REIMBURSEMENT -74,151. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -95,855. SPECIAL EVENT EXPENSES -37,664. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 95,855. INTERCOMPANY EXPENSE REIMBURSEMENT -74,151. SPECIAL EVENT EXPENSES 37,664. SPRING FUNDRAISER 97415 89615 7800 175 5381 25648 AN EVENING OF WELL-BEING 12713 10473 2240 48 2000 4412 110128 100088 10040 223 5381 2000 30060 37664 -27624 1 STATE OF WA DEPT OF NATURAL RESOURCES PO BOX 47012 OLYMPIA WA 98504 GOVERNMENT 0 1349671 APPRAISAL TIMBER RIGHTS HANCOCK CREEK TIMBER RIGHT TRANSFER WASHINGTON STATE PARKS PO BOX 42650 OLYMPIA WA 98504 GOVERNMENT 0 1199999 APPRAISAL LAND ARROWHEAD CE TULALIP TRIBES OF WASHINGTON 6406 MARINE DRIVE TULALIP WA 98271 910557816 GOVERNMENT 0 720000 APPRAISAL LAND WOODS LAKE TRANSFER WASHINGTON RECREATION AND CONSERVATION OFFICE PO BOX 40917 OLYMPIA WA 98504 GOVERNMENT 0 330000 APPRAISAL LAND UPPER NANEUM CREEK CE US DEPT OF AGRICULTURE NATURAL RESOURCES CONSERVATION SERVICE 11707 E SPRAGUE AVE STE 301 SPOKANE WA 99206 GOVERNMENT 0 329999 APPRAISAL LAND UPPER NANEUM CREEK CE WHALE SCOUT INC 20253 86TH PL NE BOTHELL WA 98011 352476238 501(C)(3) 25000 0 COMMUNITY RESTORATION GRANT ENVIRONMENTAL SCIENCE 126 SW 148TH ST STE C-100-90 BURIEN WA 98166 912010658 501(C)(3) 13585 0 COMMUNITY RESTORATION GRANT NATURE VISION 22505 STATE ROUTE 9 SE WOODINVILLE WA 98072 680524632 501(C)(3) 9000 0 COMMUNITY RESTORATION GRANT FRIENDS OF LAKE SAMMAMISH PO BOX 605 ISSAQUAH WA 98027 462633224 501(C)(3) 6300 0 COMMUNITY RESTORATION GRANT FREEDOM FARMERS CO OLYMPIA HIGH SCHOOL 4800 SISKIYOU STREET SE OLYMPIA WA 98051 911642787 GOVERNMENT 18000 0 COMMUNITY RESTORATION GRANT EARTHCORPS 6310 NE 74TH STREET STE 201E SEATTLE WA 98115 911592071 501(C)(3) 9000 0 COMMUNITY RESTORATION GRANT THORNTON CREEK ALLIANCE PO BOX 25690 SEATTLE WA 98165 911635034 501(C)(3) 9000 0 COMMUNITY RESTORATION GRANT PUGET SOUND ESTUARIUM PO BOX 2182 OLYMPIA WA 98507 392076160 501(C)(3) 9000 0 COMMUNITY RESTORATION GRANT TULALIP TRIBES OF WASHINGTON 6406 MARINE DRIVE TULALIP WA 98271 910557816 GOVERNMENT 22500 0 COMMUNITY RESTORATION GRANT ISSAQUAH ALPS TRAILS PO BOX 688 ISSAQUAH WA 98027 911081852 501(C)(3) 13500 0 COMMUNITY RESTORATION GRANT DELRIDGE NEIGHBORHOOD 2805 SW HOLDEN STREET SEATTLE WA 98126 911741016 501(C)(3) 6750 0 COMMUNITY RESTORATION GRANT TILTH ALLIANCE 4649 SUNNYSIDE AVE N 100 SEATTLE WA 98103 943261971 501(C)(3) 25875 0 COMMUNITY RESTORATION GRANT ROSLYN DOWNTOWN ASSOCIATION PO BOX 546 ROSLYN WA 98941 204041024 501(C)(3) 27357 0 DONATION NET OF MAIN STREET B&O TAX CREDIT 17 0 PART I, LINE 2: FORTERRA MONITORS THE USE OF GRANT FUNDS IN ACCORDANCE WITH CONTRACTS SIGNED BY GRANTEES. THE SCOPE OF WORK FOR THE GRANT IS INCLUDED AS AN EXHIBIT TO THE CONTRACT WHICH OUTLINES SPECIFIC TERMS AND DELIVERABLES. FINAL REPORTS, DUE WITHIN A YEAR OF EXECUTING THE CONTRACT, ARE PROVIDED BY THE GRANTEES WHICH ARE REVIEWED TO ENSURE COMPLIANCE WITH CONTRACT TERMS. X X X X 0 0 0 0 0 0 0 0 0 RACHEL VALDEZ CHIEF OPERATING OFFICER 243395 0 0 0 0 0 9945 0 7199 0 260539 0 0 0 KRISTI ENGLAND CHIEF GOV. & INNOVATION OFFICER 240270 0 0 0 0 0 9765 0 9251 0 259286 0 0 0 DAVID LEON VP, REAL ESTATE (THRU 12/24) 229665 0 0 0 0 0 7338 0 9234 0 246237 0 0 0 MICHELLE CONNOR PRESIDENT & CEO 231150 0 0 0 0 0 9285 0 589 0 241024 0 0 0 ERIN KINDALL CFO 191982 0 0 0 0 0 7905 0 10492 0 210379 0 0 0 TIM AND DENISE WULFEKUHLE DIRECTOR OPERATING COSTS SECURED BY SALE OF FUTURE CARBON CREDITS X 425000 430306 0 1 1 TIM AND DENISE WULFEKUHLE DIRECTOR NOTE PAYABLE FOR LAND PURCHASE X 622199 622199 0 1 1 1052505 X 3 161014 FAIR MARKET VALUE X 1 1400000 FAIR MARKET VALUE X SUPPLIES/EQUIP 1 2000 FAIR MARKET VALUE X RAFFLE PRIZES 1 318 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE. FORM 990, PART I, LINE 6 IN 2024 FORTERRA HOSTED MULTIPLE EVENTS WITH A TOTAL OF 174 VOLUNTEERS EACH CONTRIBUTING 2-3 HOURS/PER EVENT (7 EVENTS DURING THE YEAR) FOR A TOTAL OF 386 HOURS. THOSE EVENTS INCLUDED TREE PLANTING, IVY REMOVAL, INVASIVE PLANT REMOVAL, ETC. IN ADDITION, WE HAVE 20 BOARD MEMBERS THAT EACH AVERAGE 52 HOURS A YEAR, INCLUDING PARTICIPATION IN BOARD SUBCOMMITTEES FOR A TOTAL OF 1092 HOURS. TOTAL HOURS FOR BOTH CATEGORIES WERE 1478 HOURS FOR THE YEAR. FORM 990, PART III, LINE 1 TO ENHANCE, SUPPORT AND STEWARD THE REGION'S MOST PRECIOUS RESOURCES. MANY OF THE PROJECTS WHICH FORTERRA UNDERTAKES TO ACHIEVE OUR MISSION THROUGH EFFORTS THAT CAN OFTEN SPAN SEVERAL YEARS. NET REVENUES FROM COMPLETION OF THESE PROJECTS CAN BE REINVESTED TO FUND THE DEVELOPMENT OF PROJECTS IN FUTURE PERIODS, COVERING NET LOSSES IN YEARS WITH NO SIGNIFICANT PROJECT CLOSINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH EACH NEW OFFICER, DIRECTOR AND KEY EMPLOYEE. THEY SIGN A STATEMENT AFFIRMING THEIR UNDERSTANDING. COI DISCLOSURE STATEMENTS ARE SENT TO EACH OFFICER, DIRECTOR AND KEY EMPLOYEE ANNUALLY. THE EXECUTIVE LEADERSHIP TEAM MONITORS FOR ANY PREVIOUSLY UNDISCLOSED INFORMATION AND ENSURES FULL COMPLIANCE. BOARD MEMBERS RECUSE THEMSELVES IF THEY HAVE KNOWLEDGE OF ANY RELATIONSHIP OR PRECEIVED RELATIONSHIP RELATED TO PENDING RESOLUTIONS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS BASED ON PERFORMANCE AGAINST ANNUAL WORKPLAN, JOB RESPONSIBILITIES, INTERNAL EQUITY AND MARKET DEMANDS. USING SALARY DATA PROVIDED BY AN INDEPENDENT CONSULTANT, THE COMPENSATION COMMITTEE DETERMINES COMPENSATION FOR THE EXECUTIVE LEADERSHIP TEAM. THE PROCESS AND APPROVED COMPENSATION AMOUNTS ARE DOCUMENTED. THE LAST COMPENSATION REVIEW OCCURRED IN MAY 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G APPRAISALS AND SURVEYS: PROGRAM SERVICE EXPENSES 103,185. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 103,185. ENVIRONMENTAL SITE ASSESSMENT: PROGRAM SERVICE EXPENSES 340,773. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 340,773. FORESTRY AND BIOLOGICAL ANALYSIS: PROGRAM SERVICE EXPENSES 23,161. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,161. PUBLIC RELATIONS AND MARKETING: PROGRAM SERVICE EXPENSES 57,799. MANAGEMENT AND GENERAL EXPENSES 13,113. FUNDRAISING EXPENSES 12,626. TOTAL EXPENSES 83,538. CONTRACTORS: PROGRAM SERVICE EXPENSES 297,285. MANAGEMENT AND GENERAL EXPENSES 67,447. FUNDRAISING EXPENSES 64,943. TOTAL EXPENSES 429,675. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 282,906. MANAGEMENT AND GENERAL EXPENSES 244,313. FUNDRAISING EXPENSES 116,181. TOTAL EXPENSES 643,400. FORTERRA HAMILTON LLC 5101 14TH AVE NW STE 200 307 SEATTLE WA 98107 862790394 LAND AND COMMUNITY DEVELOPMENT WA -6055 653039 FORTERRA NW FORTERRA ROSLYN LLC 5101 14TH AVE NW STE 200 307 SEATTLE WA 98107 844718456 DEVELOPMENT OF ATTAINABLE HOUSING WA -18533 2022630 FORTERRA NW FORTERRA ROSLYN NWIC LLC 5101 14TH AVE NW STE 200 307 SEATTLE WA 98107 844869614 MANAGE HISTORIC BUILDING/COMMUNITY ENGAGEMENT WA 93741 1375016 FORTERRA NW FORTERRA STRONG COMMUNITIES FUND MANAGER LLC 5101 14TH AVE NW STE 200 307 SEATTLE WA 98107 813429384 CONSERVATION WA -94917 263007 FORTERRA NW FORTERRA BUILDERS LLC 5101 14TH AVE NW STE 200 307 SEATTLE WA 98107 862833325 GENERAL CONTRACTOR (CONSTRUCTION OF MODULAR PROTOTYPE) WA 579 0 FORTERRA NW FORTERRA STRONG COMMUNITIES FUND I LP 5101 14TH AVE NW STE 200 307 SEATTLE WA 98107 824756744 ADVANCE SUSTAINABLE DEVELOPMENT IN URBAN AREAS DE FORTERRA STRONG COMMUNITIES FUND MANAGER LLC RELATED -15823 2336978 0 1 0.16000 FORTERRA STRONG COMMUNITIES FUND II LP 5101 14TH AVE NW STE 200 307 SEATTLE WA 98107 832621633 OPPORTUNITY ZONE INVESTMENTS DE FORTERRA STRONG COMMUNITIES FUND MANAGER LLC RELATED -888 14674 0 1 0.00260 FORTERRA HILLTOP EAST LLC 5101 14TH AVE NW STE 200 307 SEATTLE WA 98107 842925199 COMMUNITY DEVELOPMENT WA N/A 0 0 DARRINGTON WOOD INNOVATION CENTER LLC 5101 14TH AVE NW STE 200 307 SEATTLE WA 98107 843312604 INACTIVE WA N/A 0 0 FORTERRA SC INC 5101 14TH AVE NW STE 200 307 SEATTLE WA 98107 842925046 REAL ESTATE WA N/A C 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1