2025-10-14T18:45:00-05:00 2024-12-31 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2024-01-01 931050144 ECOTRUST ECOT 5032276225 1140 SE 7TH AVE STE 150 PORTLAND OR 972144161 BRIAN CHRISTIANSEN SENIOR DIRECTOR OF FINANCE 5032276225 2025-10-13 1 0 JENNIFER PERRIER P01321794 5032205900 2024 2025-03-06 01:10:19Z BRIAN CHRISTIANSEN 1140 SE 7TH AVENUE 150 PORTLAND OR 972144161 9927665 0 X HTTPS://WWW.ECOTRUST.ORG/ X 1991 OR TO INSPIRE FRESH THINKING THAT CREATES ECONOMIC OPPORTUNITY,SOCIAL EQUITY & ENVIRONMENTAL WELL-BEING. 15 15 78 15 926715 0 5346608 6231824 3029294 3545516 91092 150325 0 0 8466994 9927665 516871 820094 0 0 6685793 6965677 0 0 662913 3665377 3958012 10868041 11743783 -2401047 -1816118 37079621 37846706 4062429 3454730 33017192 34391976 X ECOTRUST WORKS ACROSS THE REGION FROM CALIFORNIA TO ALASKA AT THE INTERSECTION OF EQUITY, THE ECONOMY, AND THE ENVIRONMENT. WE COLLABORATE WITH PARTNERS TO ADVANCE STEWARDSHIP OF LANDS AND WATERS IN WAYS THAT ARE ECOLOGICALLY AND CULTURALLY RESTORATIVE AND RACIALLY AND ECONOMICALLY JUST; BUILD BROADLY SHARED, INTERGENERATIONAL WEALTH FOR OUR REGION'S COMMUNITIES; AND SUPPORT REGIONAL CLIMATE RESILIENCE WHILE CENTERING THE NEEDS OF AND LEARNING FROM FRONTLINE COMMUNITIES. WE ARE TRANSFORMING INTO AN ANTI-RACIST ORGANIZATION WITH A CULTURE OF BELONGING AND RESILIENT BUSINESS MODEL, SUPPORTING WORK THAT IS SELF-DETERMINED AND COMMUNITY LED. OUR PROJECTS INCLUDE CO-FOUNDING THE COUNTRY'S FIRST ENVIRONMENTAL BANK; STARTING THE NATION'S FIRST ECOSYSTEM INVESTMENT FUND; CO-CREATING A RANGE OF PROGRAMS AND ORIGINAL RESEARCH IN FISHERIES, FORESTRY, AND FOOD SYSTEMS; AND DEVELOPING NEW SCIENTIFIC AND INFORMATION TOOLS TO IMPROVE SOCIAL, ECONOMIC, AND ENVIRONMENTAL DECISION-MAKING. 0 0 1652794 0 534444 EVENTS - ECOTRUST EVENTS CREATES ENGAGEMENTS THAT BRING PEOPLE TOGETHER TO BUILD NEW CONNECTIONS AND SPARK BIG IDEAS. ECOTRUST EVENTS MANAGES FOUR VENUES IN THE NATURAL CAPITAL CENTER AND THE REDD ON SALMON STREET, OFFERS SAFE CONVENING OPPORTUNITIES FOR PARTNERS AND CLIENTS, AND GENERATES OPERATING REVENUE IN SUPPORT OF ECOTRUST'S MISSION. ECOTRUST EVENTS ALSO PRODUCES ECOTRUST ENGAGEMENTS TO TELL IMPORTANT STORIES, RAISE AWARENESS ON CRITICAL ISSUES, CELEBRATE CONNECTIONS, AND INSPIRE MEANINGFUL CHANGE WITHIN OUR REGION. 1550425 200 1190863 ECOTRUST INVESTMENTS - ECOTRUST HARNESSES THE POTENTIAL OF A WORKING ENDOWMENT IN CONCERT WITH PRIVATE INVESTMENTS TO CREATE ECONOMIC, SOCIAL, AND ENVIRONMENTAL WELL-BEING IN OUR REGION, AND BEYOND. ECOTRUST INVESTMENTS IS BOTH A VALUES-ALIGNED FUNDING SOURCE FOR ECOTRUST'S TRANSFORMATIVE WORK, AND A CATALYST THAT BRINGS TRIPLE-BOTTOM-LINE PROJECTS TO LIFE AT A SCALE OF BROADER IMPACT. THROUGH OUR OWN EXPERIENCES LEVERAGING CATALYTIC CAPITAL, WE ARE ABLE TO LEARN FROM THE CHALLENGES AND IDENTIFY OPPORTUNITIES TO PURSUE TRIPLE-BOTTOM-LINE OUTCOMES, INVITE NEW PARTNERS AND PARTNERSHIPS, BUILD FINANCIAL RESILIENCY, AND ENGAGE IN MISSION-PROPELLING PROJECTS. ECOTRUST INVESTMENTS CONTINUES TO TRANSFORM OUR PORTFOLIO TO FULLY EMBODY OUR VISION OF RESILIENCE, CREATIVITY, INTERGENERATIONAL WEALTH, AND COMMUNITY WELL-BEING. 2247674 277060 776343 KNOWLEDGE SYSTEMS - OUR KNOWLEDGE SYSTEMS TEAM DRAWS ON A DIVERSE TOOLKIT THAT WE USE TO SUPPORT ALL ECOTRUST'S PROGRAM AREAS. WE DEVELOP AND DELIVER DECISION-SUPPORT TOOLS, SPATIAL AND ECONOMIC ANALYSES, WORKFORCE DEVELOPMENT SERVICES, MEASUREMENT AND EVALUATION SERVICES, DATABASES OF BOTH INDIGENOUS AND WESTERN SCIENTIFIC KNOWLEDGE, AND SUPPORT PARTNERSHIPS FOR MORE RESILIENT COMMUNITIES, ECONOMIES, AND ECOSYSTEMS. WE APPLY A WIDE VARIETY OF APPROACHES AND TOOLS TO HELP OUR STAFF AND PARTNERS COLLECT, ANALYZE, VISUALIZE, AND APPLY COMMUNITY-BASED KNOWLEDGE OF ECOSYSTEMS IN SOCIAL AND ECONOMIC CONTEXTS. WE VALUE AND SUPPORT PARTICIPATORY APPROACHES TO CO-CREATING, RECORDING, AND INCORPORATING COMMUNITY KNOWLEDGE, WITH A CENTRAL ROLE FOR INDIGENOUS KNOWLEDGE AND LAND STEWARDSHIP IN SUPPORT OF TRIBAL SOVEREIGNTY. WE USE OUR TOOLKIT TO SUPPORT THE IMPLEMENTATION OF MANAGEMENT DECISIONS, INCLUDING TRIBAL CO-MANAGEMENT OF COASTAL AND TERRESTRIAL ECOSYSTEMS, AT APPROPRIATE SCALES. THROUGH OUR WORKFORCE DEVELOPMENT AND CAREER EDUCATION SERVICES, WE APPLY CULTURALLY SPECIFIC APPROACHES TO GROWING BLACK, INDIGENOUS, AND COMMUNITIES OF COLOR'S LEADERSHIP IN LAND AND WATER STEWARDSHIP. AND THROUGH OUR MEASUREMENT AND EVALUATION SERVICES, WE ANALYZE AND PRESENT EVIDENCE OF THE IMPACT OF ECOTRUST AND PARTNERS' PROGRAMS AND INVESTMENTS. 2929466 542834 82345 2929466 542834 82345 8380359 1 1 0 1 0 0 0 1 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 150 0 1 78 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 CA OR X X BRIAN CHRISTIANSEN 5032276225 1140 SW 7TH AVE SUITE 150 PORTLAND OR 97030 AFTON WALSH BOARD MEMBER, CAPITAL & FUNDRAISING CHAIR 1.00 X X 0 0 0 ANTONE MINTHORN BOARD MEMBER 1.00 X 0 0 0 GUN DENHART BOARD MEMBER 1.00 X 0 0 0 JAMIE ARREDONDO BOARD MEMBER 1.00 X 0 0 0 JEAN JOHNSON BOARD MEMBER 1.00 X 0 0 0 LISA MENSAH BOARD MEMBER 1.00 X 0 0 0 RON GRZYWINSKI BOARD MEMBER 1.00 X 0 0 0 CAT GOUGHNOUR BOARD MEMBER, CHAIR 1.00 X X 0 0 0 MEGAN COLWELL BOARD MEMBER, FINANCE & AUDIT CHAIR 1.00 X X 0 0 0 KAY LITTLE JR BOARD MEMBER, NATURAL CAPITAL HOLDINGS CHAIR 1.00 X X 0 0 0 BOBBIE CONNER BOARD MEMBER 1.00 X 0 0 0 ALI DAVIS BOARD MEMBER 1.00 X 0 0 0 MICHAEL DYER BOARD MEMBER 1.00 X 0 0 0 SHIMA SALEHI BOARD MEMBER 1.00 X 0 0 0 GABE SHEOSHIPS BOARD MEMBER 1.00 X 0 0 0 OLIVIA REBANAL VP OF SOCIAL ENTERPRISE & COMMUNITY CAPITAL 40.00 X 184571 0 8139 NATHAN KADISH MANAGING DIRECTOR OF FINANCE & ASSETS 40.00 X 168600 0 29722 RONDA RUTLEDGE EXECUTIVE DIRECTOR 40.00 X 219682 0 30887 LILY ABOOD TAYLAR VP OF DEVELOPMENT & ENGAGEMENT 40.00 X 140420 0 28518 JAMESE KWELE VP OF COMMUNITY RESOURCE MOBILIZATION 40.00 X 143960 0 7319 JON BONKOSKI MANAGING DIRECTOR OF FINANCE & ASSETS 40.00 X 106491 0 15784 JASMINE CUNNINGHAM SECRETARY 40.00 X 74981 0 21613 KARA BRIGGS VP FOR TRIBAL LANDS AND WATERS STEWARDSHIP 40.00 X 137658 0 8966 MEUY SAETERN CONTROLLER 40.00 X 133901 0 6519 NEAL SACON TRANSACTIONS AND ASSET MANAGEMENT DIRECTOR 40.00 X 126821 0 21374 YANKUIC GALVAN-MIYOSHI DATA SCIENTIST, GEOSPATIAL 40.00 X 100911 0 5631 RYAN HODGES DIRECTOR OF SOFTWARE DEVELOPMENT 40.00 X 103151 0 12223 SPENCER BEEBE FORMER EXECUTIVE DIRECTOR 0.00 X 125352 0 0 1766499 0 196695 13 1 1 0 UPWARD TECHNOLOGY 2636 NW 26TH AVE STE 201 PORTLAND OR 97210 TECHNOLOGY SUPPORT 213189 HOFFMAN STEWART & SCHMIDT THREE CENTERPOINTE DR STE 300 LAKE OSWEGO OR 97035 TAX & AUDIT SERVICES 203130 ROBERT HALF COMPANY PO BOX 743295 LOS ANGELES CA 90074 TEMP WORKER AGENCY 108794 ERIKA MERKLIN HC 60 BOX 2618 CHILKAT LAKE RD HAINES AK 99827 LYNN CANAL LOCAL FOOD NETWORK PROJECT CO 101548 4 2631283 3600541 227212 6231824 CONTRACTS AND SERVICE 900099 2097979 2063173 34806 PROGRAM SERVICE EVENTS 900099 1447537 520822 926715 3545516 150325 150325 9927665 2583995 926715 185131 769872 769872 50222 50222 1452663 743245 548927 160491 4289910 3486864 455688 347358 229953 229953 533978 429588 104390 459173 459173 36500 4964 31536 204719 27844 176875 219345 125979 87289 6077 195517 43135 148051 4331 1089804 854980 234824 426550 357062 63162 6326 24459 14956 9503 484244 470173 14071 193242 69051 124191 CONTRACTS AND CONSULTAN 956921 571819 367102 18000 MISCELLANEOUS 122633 356527 -249834 15940 BAD DEBT EXPENSE 4078 4078 11743783 8380359 2700511 662913 144563 88953 1739323 913757 621692 1163924 1195485 261556 264282 329805 17892526 8988818 8076653 8903708 3040973 3105938 21965841 22931850 30809 147215 37079621 37846706 1867697 2018032 1444732 686698 750000 750000 4062429 3454730 X 22053028 22693704 10964164 11698272 33017192 34391976 37079621 37846706 X -1816118 1745939 4016 41 1440906 X X 0 1 X 1 1 1 X 4892338 5035809 3788160 5346608 6231824 25294739 4892338 5035809 3788160 5346608 6231824 25294739 498117 24796622 199326 -132532 41398 91092 150325 349609 53677 53677 25698025 14929596 0.96490 0.94490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 X 0 8702309 733032 397339 9038002 7908950 1071405 278046 8702309 9645198 -1418124 318124 7908950 8906043 1024227 285072 9645198 8127678 1094912 316547 8906043 0.68000 0.32000 1 0 1888316 1888316 14638561 8488313 6150248 1365649 500505 865144 8903708 15741496 F INVESTMENT HELD AT OREGON COMMUNITY FOUNDATION 7190354 F 22931850 X PART X, LINE 2: FIN 48 - ECOTRUST DOES NOT HAVE ANY ENTITY LEVEL UNCERTAIN TAX POSITIONS. 1 AFFILIATED TRIBES OF NORTHWEST INDIANS ECONOMIC DEVELOPMENT CORPORATION 9836 E BURNSIDE ST PORTLAND OR 97216 911923482 154000 0 TRIBAL FORESTRY WORKFORCE DEVELOPMENT BLACK FOOD SOVEREIGNTY COALITION PO BOX 42525 PORTLAND OR 97242 843776029 70000 0 FOOD SYSTEMS DEVELOPMENT SUBGRANT CASCADE PACIFIC RC&D INC 847 NW MONROE AVE COVRALLIS OR 97330 930722979 79474 0 OREGON FARM TO SCHOOL AND SCHOOL GARDEN NETWORK SUBGRANT CHATHAM SCHOOL DISTRICT PO BOX 109 ANGOON AK 99820 920057395 8000 0 FOOD SYSTEMS DEVELOPMENT SUBGRANT CONFEDERATED TRIBES OF THE UMATILLA INDIAN RESERVATION 46411 TIMINE WAY PENDLETON OR 97801 930624734 10000 0 INDIGENOUS LEADERSHIP AWARDS HONORARIUM HERITAGE UNIVERSITY 3240 FORT RD TOPPENISH WA 98948 911160585 22198 0 TRIBAL FORESTRY WORKFORCE DEVELOPMENT HOOPA VALLEY TRIBE 11860 STATE HWY 96 HOOPA CA 95546 904147704 8000 0 TRIBAL FORESTRY WORKFORCE DEVELOPMENT CAL POLY HUMBOLD SPONSORED PROGRAMS FOUNDATION 1 HARPST ST SBS 285 ARCATA CA 95521 946050071 21189 0 INDIGENOUS AGROFORESTRY WORK JILKAAT KWAAN HERITAGE CENTER 9 CHILKAT AVE HAINES AK 99827 731652033 10000 0 INDIGENOUS LEADERSHIP AWARDS HONORARIUM KLAWOCK COOPERATIVE ASSOCIATION 310 BANVIEW BLVD KLAWOCK AK 99925 920072227 10000 0 INDIGENOUS LEADERSHIP AWARDS HONORARIUM NATIVE AMERICAN YOUTH AND FAMILY CENTER 5135 NE COLUMBIA BLVD PORTLAND OR 97218 931141536 163360 0 GREEN WORKFORCE COLLABORATIVE MEMBERSHIP AND COLLABORATION NORTHWEST INDIAN COLLEGE FOUNDATION 2522 KWINA RD BELLINGHAM WA 98226 943057654 50000 0 SCHOLARSHIPS OREGON AQUACULTURE ASSOCIATION 38620 LULAY RD SCIO OR 97374 201729749 25000 0 OREGON COASTAL MARICULTURE COLLABORATIVE PROJECT SALMON NATION TRUST 2001 NW 19TH AVE SUITE 200 PORTLAND OR 97209 842729958 18073 0 STORYTELLING GRANT SELF ENHANCEMENT INC 3920 N KERBY AVE PORTLAND OR 97227 931086629 17000 0 GREEN WORKFORCE COLLABORATIVE MEMBERSHIP AND COLLABORATION THE BLUEPRINT FOUNDATION 19 NW 5TH AVE STE 203 PORTLAND OR 97209 472091648 14000 0 GREEN WORKFORCE COLLABORATIVE MEMBERSHIP AND COLLABORATION WISDOM OF THE ELDERS INC 3917 NE SHAVER ST PORTLAND OR 97212 931164114 15500 0 GREEN WORKFORCE COLLABORATIVE MEMBERSHIP AND COLLABORATION YAKUTAT TLINGIT TRIBE PO BOX 418 606 FOREST HWY 10 YAKUTAT AK 99689 920170735 10000 0 INDIGENOUS LEADERSHIP AWARDS HONORARIUM INDIGENOUS LEADERSHIP AWARD HONORARIUM 5 50222 PART I, LINE 2: ECOTRUST STAFF FROM ITS PROGRAM, DEVELOPMENT AND FINANCE DEPARTMENTS WORK WITH GRANT SUBRECIPIENTS TO PREPARE A SUBRECIPIENT AGREEMENT IN FORM AND CONTRACT APPROPRIATE TO THE UNDERLYING GRANT AGREEMENT. THE SUBGRANTEE PROVIDES PROGRESS UPDATE REPORTS AT REGULAR INTERVALS AS STIPULATED IN THE SCOPE OF SERVICES ATTACHED TO THE SUBRECIPIENT AGREEMENT. ECOTRUST HAS THE DISCRETION TO REQUEST ADDITIONAL REPORTS OR UPDATES FROM THE SUBGRANTEE TO MEET THEIR OBLIGATION. X X X X 0 1 0 0 0 0 0 0 0 RONDA RUTLEDGE EXECUTIVE DIRECTOR 219682 0 0 0 0 0 9506 0 21381 0 250569 0 0 0 NATHAN KADISH MANAGING DIRECTOR OF FINANCE & ASSET 168600 0 0 0 0 0 8341 0 21381 0 198322 0 0 0 OLIVIA REBANAL VP OF SOCIAL ENTERPRISE & COMMUNITY 184571 0 0 0 0 0 8139 0 0 0 192710 0 0 0 LILY ABOOD TAYLAR VP OF DEVELOPMENT & ENGAGEMENT 140420 0 0 0 0 0 7137 0 21381 0 168938 0 0 0 JAMESE KWELE VP OF COMMUNITY RESOURCE MOBILIZATIO 143960 0 0 0 0 0 6930 0 389 0 151279 0 0 0 SPENCER BEEBE FORMER EXECUTIVE DIRECTOR 0 0 0 0 125352 0 0 0 0 0 125352 0 0 0 PART I, LINE 4B SPENCER BEEBE, FORMER OFFICER AND FOUNDER, RECEIVED $125,352 IN COMPENSATION AS PART OF A NON-QUALIFIED SECTION 457(B) PLAN. X 2 61205 QUOTED MARKET PRICES X 1 159041 FAIR VALUE X GOODS 3 6966 FAIR VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 WILL BE MADE AVAILABLE TO THE BOARD AND REVIEWED BY THE FINANCIAL STAFF AND THE FINANCE AND AUDIT COMMITTEE BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS IS REQUIRED TO UPDATE THE CONFLICT OF INTEREST FORM ANNUALLY. THESE FORMS ARE THEN REVIEWED BY THE LEADERSHIP TEAM. ALL NEW EMPLOYEES MUST FILL OUT CONFLICT FORM UPON HIRE AND MUST UPDATE IF AFFILIATIONS CHANGE. FORM 990, PART VI, SECTION B, LINE 15 THE OVERALL RAISE BUDGET FOR THE ORGANIZATION IS DEVELOPED USING COMPARABLE INDUSTRY DATA AND SURVEYS. INDIVIDUAL RAISES ARE DETERMINED BASED ON EVALUATIONS AND WITHIN THE CONTEXT OF A MATRIX BASED ON SALARY RANGES AND OVERALL RAISE BUDGET. MANAGEMENT TEAM REVIEWS ALL RAISES EXCEPT FOR THEIR OWN. THE LEADERSHIP TEAM REVIEW ALL RAISES FOR SENIOR STAFF. THE GOVERNANCE COMMITTEE REVIEWS THE ED'S SALARY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: DISTRIBUTION FROM THE REDD, LLC 0. DISTRIBUTION FROM ECOTRUST CDE, LLC 1,440,906. FORM 990, PART XII, LINE 2C THE FINANCE AND AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE AUDITOR. THE FINANCE AND AUDIT COMMITTEE MEETS WITH THE AUDIT FIRM TO REVIEW THE RESULTS OF THE AUDIT. 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DE ECOTRUST CDE LLC RELATED 1 456 0 1 0.00010 THE MARBLE LLC 1140 SE 7TH AVE SUITE 150 PORTLAND OR 97214 473194795 INVESTMENT IN BUILDING OR THE REDD LLC RELATED -72402 2374644 0 1 0.91150 THE REDD FOUNDRY LLC 1140 SE 7TH AVE SUITE 150 PORTLAND OR 97214 364826826 INVESTMENT IN BUILDING OR THE REDD LLC RELATED -147822 -626104 0 1 0.94000 THE REDD LLC 1140 SE 7TH AVE SUITE 150 PORTLAND OR 97214 471489265 INVESTMENT IN BUILDING OR ECOTRUST RELATED -208927 6808124 0 1 0.42670 ECOTRUST SUB-CDE 34 LLC 1140 SE 7TH AVE SUITE 150 PORTLAND OR 97214 872587408 PROVIDE INVESTMENT CAPITAL FOR LOW INCOME COMMUNITIES. DE ECOTRUST CDE LLC RELATED 2 839 0 1 0.00010 ECOTRUST SUB-CDE 33 LLC 1140 SE 7TH AVE SUITE 150 PORTLAND OR 97214 872607686 PROVIDE INVESTMENT CAPITAL FOR LOW INCOME COMMUNITIES. DE ECOTRUST CDE LLC RELATED 1 894 0 1 0.00010 ECOTRUST SUB-CDE 35 LLC 1140 SE 7TH AVE SUITE 150 PORTLAND OR 97214 872554438 PROVIDE INVESTMENT CAPITAL FOR LOW INCOME COMMUNITIES. 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