2016-11-15T09:57:14-05:00 2015-12-31 203740641 Bertemes Advisors 2648 Medina Rd Medina OH 44256 990 2015-01-01 452743815 EVERGREEN COOPERATIVE CORPORATION EVER 540 EAST 105TH STREET Cleveland OH 44108 John McMicken President 2162685399 2016-11-15 true Will Bertemes P00177047 3306352318 2016-11-15 2015 2017-02-10 21:41:12Z John McMicken 1852354 false X WWW.EVERGREENCOOPERATIVES.COM X 2011 OH 1. TO PROMOTE, COORDINATE AND EXPAND ECONOMIC OPPORTUNITY AND WEALTH BUILDING THROUGH A NETWORK OF GREEN, COMMUNITY-BASED ENTERPRISES. 2. TO PROMOTE COMMUNITY STABILIZATION AND REVITALIZATION OF THE DISINVESTED NEIGHBORHOODS OF GREATER UNIVERSITY CIRCLE AND SIMILAR AREAS OF 13 13 0 0 0 1245500 1567500 305306 284854 0 0 1550806 1852354 1820980 1528576 0 0 0 0 157239 69489 1978219 1598065 -427413 254289 9798557 3965281 36785 568307 9761772 3396974 1. TO PROMOTE, COORDINATE AND EXPAND ECONOMIC OPPORTUNITY AND WEALTH BUILDING THROUGH A NETWORK OF GREEN, COMMUNITY-BASED ENTERPRISES. 2. TO PROMOTE COMMUNITY STABILIZATION AND REVITALIZATION OF THE DISINVESTED NEIGHBORHOODS OF GREATER UNIVERSITY CIRCLE AND SIMILAR AREAS OF false false 651186 Support of Green City Growers Cooperative for start-up operations including worker, board and management education and management assistance. 554325 Compensation for key management with respect to Evergreen Business Services, Inc., Evergreen Cooperative Development Fund, LLC and other start-up cooperative ventures. Key management is charged with the responsibility to share their knowledge regarding capital planning and budgets, strategic planning, the importance and roles of company board of directors and committees, and other important business concepts with the board, staff, and employees of the cooperative companies. 245655 Support of Evergreen Energy Solutions for start-up operations including worker, board and management education and management assistance. 77410 Support of Evergreen Cooperative Laundry for start-up operations including worker, board and management education and management assistance. FAMICOS FOUNDATION OPERATING SUPPORT GE CC Assist Fund EVERGREEN TRAINING AND LEADERSHIP DEVELOPMENT PROGRAMIn 2013, the Kendeda Fund awarded the Evergreen Cooperative Corporation a two-year grant of $200,000 ($100,000/year) to underwrite the development and initial implementation of a comprehensive training and leadership development program for Evergreen worker-owners, cooperative board members and other key stakeholders through the Evergreen system.The purpose of the training program is to prepare Evergreen stakeholders to be effective in their respective cooperatives, engaged participants in the Evergreen system, and inspired leaders in their communities. The training program will do this by engaging all stakeholders in mastering the skills necessary for successfully developing, working in, managing, and governing the Evergreen Cooperative businesses. Impact and Assessment:During the first year of the grant period, the following was accomplished:Retained consultants Hilary Abell and Chanell Scott to develop the training framework and curriculum content. Abell has 20+ years of experience in the U.S. cooperative field, including 8 years as executive director of the WAGES cooperative network in the San Francisco Bay Area. She is also an important thought leader in the field and is the author of a report, Worker Cooperatives: Pathways to Scale, that was published in June 2014 by The Democracy Collaborative. Scott is a former National Urban Fellow with the Cleveland Foundation with work experience in social enterprise and workforce development. Designed Phase 2 of the Training Program, with a focus on training employees in four curriculum topic areas and providing leadership training for supervisors and crew leaders in all three Evergreen companies. The four curriculum topic areas are Life Skills (starting with communication and self-management), Business Skills (starting with finances and governance), Evergreen Foundations (starting with mission, vision and cooperation), and Job Skills.Used the advice of a prior formed Advisory Group engaged in 2013 to further enhance the Training Program, which included Joselyn DiPetta, a social inclusion and life skills expert with Axialent; Phyllis Robinson, a worker-owner at Equal Exchange who was a popular educator in Central America for many years; Peggy Powell of PHI, thought leader for the coaching supervision model used at CHCA; Steve Dubb and Keane Bhatt of The Democracy Collaborative; and Alex Moss and Linshuang Lu from Praxis Consulting Group. The curriculum on Life Skills and Diversity and Inclusion was further developed; trained 52 employees, representing all three companies, on these topics. Because training is highly interactive, small groups were most effective for learning, and workshops had an average of ten to twelve participants. In all, our consultants trained three groups at ECL, two at GCG and one at E2S, for a total of six three- hour sessions on each topic. Trainees were enthusiastic and eager to continue with the training. They also provided useful feedback to the training team, enabling us to refine and finalize each curriculum after its pilot run. Completed development on the curriculum for Personal and Business Finances. This curriculum was taught in three sessions totaling eight hours. It taught employees financial concepts through the lens of family budgeting and personal financial goal setting, and provide an overview of key business finance topics including profit and loss, how to read a financial statement and the economics of one unit. The financial training used each companys dashboard to deepen employees understanding of Key Performance Indicators. These curriculums were delivered to all three cooperatives totaling 41 workers. EVERGREEN HOUSING AND DRIVE TO SUCCESS PROGRAMS. Evergreen Housing includes assistance with site inspections of the houses, providing the documentation Members need to apply, coordinating the housing and financial training needed to be completed prior to purchasing a house. The program is a joint program between Cleveland Housing Network & Evergreen Cooperative Corporation whereby Members can purchase a home primarily located in Greater University Circle through Cleveland Housing Network, 0% interest, tax abatement, and the homes usually paid off within 5 years. Drive to Success is organized through a Nissan dealership. Each Member leases a new car for 12 months, 3 months no payment, $200 escrowed via payroll deduction months 4-12, insurance & maintenance paid during that first year. At the end of the year, the Member can use the entire payroll deduction amount to either continue the lease, purchase the auto, or use it towards down payment for another car. Both programs have been very successful. At 12/31/14, 19 worker-owners purchased homes and 3 purchased automobiles through the program. Eleven (11) and the housing program and one (1) in the auto program were community re-entry, i.e. formerly in the penal system. Without this program, none of them would have had the opportunity to purchase a home. 77410 1528576 true true false false false false false false false false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false true true false false false true 0 0 0 false false false false false false X 13 13 false false false false false false false true true true false true true true true false false false false false X John McMicken 2162981182 540 EAST 105TH STREET Cleveland OH 44108 X Julie Rehm Board Member 1.00 0.00 X 0 0 0 Robert A Glick Board Member 1.00 0.00 X 0 0 0 Lonnie Coleman Board Member 1.00 0.00 X 0 0 0 Arlishea L Fulton Jr Board Member 1.00 0.00 X 0 0 0 Paul Dolan Board Member 1.00 0.00 X 0 0 0 Rob Hilton Board Member 1.00 0.00 X 0 0 0 Andrea Kantor Vice Chair 1.00 0.00 X 0 0 0 Ellen Mavec Board Member 1.00 0.00 X 0 0 0 Kirk Neiswander Board Member 1.00 0.00 X 0 0 0 Heidi L Gartland Board Member 1.00 0.00 X 0 0 0 Julie Raskind Board Member 1.00 0.00 X 0 0 0 Angela Wilcoxson Board Member 1.00 0.00 X 0 0 0 Ronald B Richard Board Chair 5.00 0.00 X 0 0 0 Steven D Standley Board Member 1.00 0.00 X 0 0 0 John McMicken President 16.00 0.00 X X 0 0 0 Rosalyn Ciulla Secretary 35.00 0.00 X 0 0 0 0 0 0 0 false false false 1567500 1567500 Development Fee Income 522299 107144 107144 Interest Income 522299 177710 177710 284854 1852354 284854 0 0 1528576 1528576 19140 19140 533 533 10394 10394 300 300 19875 19875 529 529 84 84 560 560 470 470 645 645 3324 3324 13635 13635 1598065 1528576 69489 0 29184 96672 26786 228824 9327587 454785 415000 3185000 9798557 3965281 35615 107137 1170 1170 460000 36785 568307 X 9152013 3396975 609759 -1 9761772 3396974 9798557 3965281 X 254289 -6619087 X false false false X 880551 1083969 880539 1245500 1567500 5658059 880551 1083969 880539 1245500 1567500 5658059 5658059 880551 1083969 880539 1245500 1567500 5658059 1.00000 1.00000 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED INVESTMT IN EVERGREEN RL ESTATE COR 415000 C INVESTMT IN EVERGREEN ENERGY SOLUTI 1000000 C INVESTMT IN EVERGREEN COOP LAUNDRY 1770000 C 3185000 LOAN PAYABLE 460000 460000 true Evergreen Business Services 540 East 105th Street Cleveland OH 44108 272239352 Evergreen Cooperative Laundry 540 East 105th Street Cleveland OH 44108 900398035 Evergreen Energy Solutions 540 East 105th Street Cleveland OH 44108 800303998 Green City Growers Cooperative 540 East 105th Street Cleveland OH 44108 344715816 Praxis Consulting Group Famicos Foundation Monitoring procedures (Part I, line 2) The Organization monitors the use of grant funds Form 990 governing body review Part VI line 11 NO REVIEWS WILL BE CONDUCTED. Officer director etc mailing address Part VI line 9 Julie M Rehm 11900 Euclid Ave, Cleveland 44106Robert A. Glick 38383 Fairmount Blvd. Hunting Valley, OH 44022Lonnie Coleman 1775 East 45th St. Cleveland, OH 44103Oliver Henkel Jr. 9500 Euclid Ave. Cleveland, OH 44195Paul Dolan 2401 Ontario St. Cleveland, OH 44115Rob Hilton 14900 Private Dr. East Cleveland, OH 44112Andrea Kantor 9500 Euclid Ave, Cleveland 44195Ellen Mavec 30195 Chagrin Blvd., Suite 275 Cleveland, OH 44124Kirk Neiswander 6801 Brecksville Rd., Suite 160 Independence, OH 44131-5065John Wheeler 10900 Euclid Ave. Cleveland, OH 44106Julie Raskind 19212 Shelburne Rd. Shaker Heights, OH 44118Angela Wilcoxson 127 Public Square Cleveland, OH 44114Ronald B. Richard 1422 Euclid Ave., Suite 1300 Cleveland, OH 44115 Conflict of interest policy compliance Part VI line 12c The Conflict of Interest Policy was included in the information packet provided to the board members and each member was asked if they had a conflict. CEO executive director top management comp Part VI line 15a Compensation for John McMicken during the tax period was paid via Evergreen Business Services, Inc. 540 East 105th Street Cleveland, OH 44108. John was named CEO in 2013. In accordance with the management agreement, 40% of Johns compensation will be paid by Evergreen Cooperative Corporation. As indicated in Part III of Form 990, compensation for key management of Evergreen Business Services, Inc. is one of Evergreen Cooperative Corporations program service accomplishments. Governing documents etc available to public Part VI line 19 THE ORGANIZATION MADE AN INITIAL FILING FOR THE TAX YEAR ENDING JUNE 30, 2012. FOR THE INITIAL FILING, AS WELL AS SUBSEQUESNT FILINGS, IT WILL BE THE PRACTICE OF THE ORGANIZATION TO MAKE ALL DOCUMENTS AND POLICIES AVAILABLE UPON REQUEST. Cessation of or significant change to any program service Part III line 3 This Change in Activities was previously submitted in the then fiscal year-end June 30, 2013 tax return. This is an update to that submission. As stated in Attachment L to Form 1023, to further its exempt purpose of expanding economic opportunity and therein revitalizing certain disinvested neighborhoods of Cleveland, Ohio, Evergreen Cooperative Corporation (ECC) will provide funds to organizations through two different processes. First, ECC will provide access to low-cost capital to Evergreen Cooperative Businesses. Second, ECC itself will directly award grants to nonprofit organizations that work to help stabilize and improve low-income neighborhoods in Cleveland, Ohio. (Continued)It was further stated that it would provide loans to Evergreen Cooperative Businesses through Evergreen Cooperative Development Fund (ECDF).At the time of submission, ECDF was formed as an Ohio nonprofit limited liability company with a subsidiary of the National Development Council, Cleveland Cooperative Assistance Fund, as the sole member. It further stated that while ECDF (and not ECC) would be providing the loans, but that ECC would actively be involved in ECDFs loan activity and would have representatives on the loan advisory board. (Continued)The original intent of ECCs Board was to have CCAF manage the fund with ECC being actively involved in order for it to build its capacity as a nonprofit organization that could successfully manage a community development loan fund. Subsequently, ECC has built that capacity and the Governance Committee of ECCs Board of Directors recommended that CCAF assign its sole membership interest to ECC and that ECC retain a Fund Administrator to manage the fund as directed by ECDFs Board of Directors. CCAF agreed to do so as it recognized that there were policies, procedures and systems in place to effectively and independently manage ECDF as provided below. (Continued)The manager interest in the sole owner limited liability company was assigned to ECC on May 2, 2014. ECDF is a disregarded entity for tax purposes thus is consolidated with ECCs 12/31/14 tax return. ECDF had no liabilities at the time of the assignment.I. Loans to Evergreen Cooperative Businesses - Through use of the Evergreen Cooperative Development Fund, LLC (ECDF) (an Ohio nonprofit limited liability company), ECC (a Section 501(c)(3) public charity) through ECDFs Board of Directors and Fund Administrator will provide low-cost access to capital in the form of loans to the Evergreen Cooperative Businesses. While ECDF (and not ECC) is actually providing the loans, as described below, ECC will be involved in ECDFs loan activity by holding the sole membership (Continued)interest and the appointment of ECDFs Board of Directors.Purpose of ECDF - The purpose of ECDF will remain as originally submitted: The purpose of ECDF is to provide low-interest, predevelopment and long-term financing to Evergreen Cooperative Businesses within its target market through a dedicated community development revolving loan fund. The goal is to improve the neighborhoods of Clevelands Greater University Circle and other City of Cleveland low-income areas by investing in the start-up of businesses closely linked to the procurement needs of area anchor institutions (in particular, hospitals and universities), while at the same time creating living wage jobs and promoting economic opportunities for residents living within its targeted low-income neighborhoods. (Continued)ECDF serves a unique role in community economic development in that it is principally a debt fund that provides formation capital for starting a group or network of self-sustaining cooperative businesses. ECDF provides flexible capital at and before start-up to Evergreen Cooperative Businesses that traditional lending and private equity would not support. The goal is to have these loans repaid to ECDF by the Evergreen Cooperative Businesses; the repaid funds will then be used to finance additional start-ups, fostering the creation of a sustainable community development loan fund. (Continued)Governance of ECDF - ECDF will be governed by the Board of Directors who will appoint the Fund Administrator. The Fund Administrator of ECDF remains the same as originally submitted, Rosalyn Ciulla (the Manager) who is responsible for the day-to-day operations of the ECDF. The Board of Directors currently consist of five (5 members); one (1) member is independent of ECCs Board. All have the background and experience to review and approve investments. Ms. Ciulla underwrites and recommends the loans for approval to the Board of Directors who also serve as ECDFs loan committee.Loan Legibility and Loan Terms and Conditions - Loan Legibility and Loan Terms and Conditions remain consistent with the original application. Policies and Procedures have been developed (Continued)and reviewed by members of ECCs Board who found them to be detailed and comprehensive. Explanation of other changes in net assets or fund balances Part XI line 9 PART XI (RECONCILIATION OF NET ASSETS), LINE 9 - OTHER CHANGES IN NET ASSETS OR FUND BALANCES ($6,619,087) - ADJUSTMENT TO ASSETS FROM ASSIGNMENT OF EVERGREEN COOPERATIVE DEVELOPMENT FUND LLC AS DESCRIBED IN CHANGE IN ACTIVITIES General explanation attachment FORM 990 PART III, LINE 1 (CONTINUED)2. OF CLEVELAND, OHIO.3. TO PROMOTE PUBLIC UNDERSTANDING OF COOPERATIVE PRINCIPLES AND HOW COOPERATIVES AND OTHER COMMUNITY WEALTH BUILDING MODELS FUNCTION. Evergreen Cooperative Development F 540 EAST 105TH STREET Cleveland OH 44108 452743815 Lender OH EVERGREEN COOPERATIVE CORPORATION EVERGREEN REAL ESTATE CORP 540 EAST 105TH STREET Cleveland OH 44108 364713688 LEASING OH N/A C Corp 1.00000