2025-10-30T10:44:11-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2707 COLBY AVENUE SUITE 801 EVERETT WA 98201 990 2024-01-01 910903529 EVERGREEN TREATMENT SERVICES EVER 2069718830 4634 E MARGINAL WAY S C110 SEATTLE WA 981341618 DONAVAN LAM CHIEF FINANCIAL OFFICER 2069718830 2025-10-29 1 1 WENDY CAMPOS P00448102 4252597227 2025-10-23 2024 2025-03-06 01:10:19Z STEPHEN WOOLWORTH PHD 4634 E MARGINAL WAY S C110 SEATTLE WA 981341618 51627525 0 X WWW.EVERGREENTREATMENT.ORG X 1973 WA TRANSFORMING INDIVIDUALS AND THEIR COMMUNITIES THROUGH EFFECTIVE ADDICTION AND SOCIAL SERVICES. 16 16 409 16 0 0 518118 347388 41964811 50146258 396 48957 -43752 1003687 42439573 51546290 1378948 1440621 0 0 30774688 33810497 0 0 403016 9778647 10028637 41932283 45279755 507290 6266535 23820560 21662369 13575894 9683972 10244666 11978397 TRANSFORMING THE LIVES OF INDIVIDUALS AND THEIR COMMUNITIES THROUGH INNOVATIVE AND EFFECTIVE ADDICTION AND SOCIAL SERVICES. 0 0 16434444 1440621 25987486 DRUG TREATMENT SERVICES (METHADONE MAINTENANCE & COUNSELING) FOR OPIATE ADDICTED PERSONS. THREE (3) LICENSED CLINICS; APPROXIMATELY 5,064 PERSONS SERVED. PROGRAM INCLUDES MEDICAID, PRIVATE INSURANCE, AND PRIVATE PAY CLIENTS. 21998096 24158772 EXTENDED CASE MANAGEMENT TO INDIVIDUALS WITH COMPLEX BEHAVIORAL CONDITIONS (REACH). OVER 155 SPECIALIZED STAFF PROVIDE OUTREACH AND INTENSIVE CASE MANAGEMENT SERVICES IN THE GREATER SEATTLE AREA THROUGH MULTIPLE PROGRAMS. APPROXIMATELY 8,361 HIGH NEED INDIVIDUALS ARE ASSISTED IN GAINING ACCESS TO HOUSING, FINANCIAL SUPPORT, HEALTHCARE, MENTAL HEALTH TREATMENT, ADDICTION TREATMENT, AND OTHER SOCIAL SERVICES IDENTIFIED BY CLIENTS, NURSES AND A MENTAL HEALTH SPECIALIST PROVIDE INTEGRATED HEALTHCARE AND LINKAGES TO PRIMARY CARE SERVICES. RESEARCH PROJECTS - ETS PERIODICALLY PARTICIPATES IN A VARIETY OF OPIOID USE DISORDER TREATMENT RELATED RESEARCH PROJECTS WITH VARIOUS HEALTHCARE OR EDUCATIONAL PARTNERS. PROJECT SPONSORS HAVE INCLUDED THE NATIONAL INSTITUTE OF MENTAL HEALTH, THE NATIONAL INSTITUTE ON DRUGABUSE, AND THE UNIVERSITY OF WASHINGTON. 38432540 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 191 0 1 409 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X DONAVAN LAM 2069704313 4634 E MARGINAL WAY S SEATTLE WA 98134 JESSICA MARQUARDT CHAIR 2.00 X X 0 0 0 NATHAN BAYS VICE CHAIR 2.00 X X 0 0 0 CHRISTINA CLAYTON SECRETARY 2.00 X X 0 0 0 JOHN THEIN TREASURER 2.00 X X 0 0 0 VINCENT ARDEA BOARD MEMBER 2.00 X 0 0 0 PORTIA BLANCHETTE BOARD MEMBER 2.00 X 0 0 0 FAITH BOYD BOARD MEMBER 2.00 X 0 0 0 PAUL ISHII BOARD MEMBER 2.00 X 0 0 0 ERIC GREENING BOARD MEMBER 2.00 X 0 0 0 MILES FOLKS BOARD MEMBER 2.00 X 0 0 0 CAITLIN FULLER BOARD MEMBER 2.00 X 0 0 0 FELICA SALCEDO BOARD MEMBER 2.00 X 0 0 0 BETH RUBIN BOARD MEMBER 2.00 X 0 0 0 GRACE WIENER BOARD MEMBER 2.00 X 0 0 0 KELLI LARSEN BOARD MEMBER 2.00 X 0 0 0 STEVE PICKETTE BOARD MEMBER 2.00 X 0 0 0 STEVE WOOLWORTH CHIEF EXECUTIVE OFFICER 40.00 X 207544 0 30409 DONAVAN LAM CHIEF FINANCIAL OFFICER 40.00 X 176262 0 25911 BECCA JUDY CHIEF TRANSFORMATION OFFICER 40.00 X 170584 0 16889 PAUL GREKIN MEDICAL DIRECTOR & PSYCHIATRIST 40.00 X 236168 0 25423 MARIA YANG PSYCHIATRIST - REACH 40.00 X 268916 0 15024 RONDA WADE DIRECTOR OF NURSING 40.00 X 170985 0 18136 IVANA LICHTSCHEIDL VP OF QUALITY & RISK MANAGEMENT 40.00 X 166566 0 15066 KELLEY CRAIG VP OF REACH PROGRAMS 40.00 X 147133 0 19190 1544158 0 166048 37 0 1 0 ANKROM MOISAN ARCHITECTS INC PO BOX 84976 SEATTLE WA 98124 ARCHITECTURE 524983 SENSATIONAL SERVICE 13730 56TH AVE S NO G-301 TUKWILA WA 98168 JANITORIAL 177168 DRUGSCAN INC 200 PRECISION DR STE 200 HORSHAM PA 19044 MEDICAL LAB TESTING 161995 ROBERT HALF PO BOX 743295 LOS ANGELES CA 90074 TEMPORARY STAFFING 161779 MINERVA STRATEGIES LLC PO BOX 17201 SEATTLE WA 98127 COMMUNICATION CONSULTANT 105000 5 307178 40210 347388 REACH CONTRACT 621400 27368495 27368495 TITLE XIX - MEDICAID 621400 16852239 16852239 TITLE XIX - MEDICARE 621400 3508369 3508369 CLIENT FEES 621400 1986040 1986040 PRIVATE CONTRACTS 621400 431115 431115 50146258 17070 17070 40151 8264 31887 31887 31887 181640 307178 72971 108669 108669 INSURANCE PROCEEDS 900099 892421 892421 MISCELLANEOUS REVENUE 900099 2597 2597 895018 51546290 50146258 0 1052644 1440621 1440621 627598 301463 326135 26618995 22839644 3516810 262541 506871 440147 63493 3231 3042371 2622914 389054 30403 3014662 2580938 404570 29154 828983 288372 505302 35309 111980 10845 101135 78506 622 77884 31341 31341 801363 588946 212417 39199 650 37544 1005 718362 618957 87829 11576 502893 186060 310801 6032 1460108 1299569 148481 12058 95332 79241 15937 154 89704 76091 12433 1180 244036 238599 5437 1004519 978462 25066 991 444396 393293 46799 4304 BAD DEBT 2459257 2459257 MEDICAL SUPPLIES 795319 787079 8240 VEHICLE EXPENSE 129402 129402 193937 71368 117491 5078 45279755 38432540 6444199 403016 152052 2033730 7366926 6961073 81995 128479 16650761 6048925 13617559 10601836 2602028 1937251 23820560 21662369 5486440 3755556 74748 74748 5196440 3730054 2818266 2123614 13575894 9683972 X 10244666 11978397 10244666 11978397 23820560 21662369 6266535 -4532804 0 X 0 1 X 1 0 X 7435671 214575 595409 518118 347388 9111161 31364476 16017194 34280899 41964811 50146258 173773638 14308 13145 58820 181640 267913 38814455 16231769 34889453 42541749 50675286 183152712 0 0 0 183152712 3381 975 54 396 17070 21876 3381 975 54 396 17070 21876 502278 255224 134194 330 895018 1787044 39320114 16487968 35023701 42542475 51587374 184961632 0.99020 0.99440 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 31341 31341 0 PART II-B, LINE 1: ETS PAYS A LOBBYING FIRM TO MONITOR PROPOSED LEGISLATION IN THE WASHINGTON STATE LEGISLATURE THAT MIGHT AFFECT THE DELIVERY OF SERVICES TO PATIENTS & CLIENTS. 4143807 4143807 1406193 171590 1234603 3252322 2453676 798646 5959709 3423659 2536050 1888730 1888730 10601836 DEPOSITS 31131 OPERATING LEASE RIGHT-OF-USE ASSETS 1906120 1937251 LEASE LIABILITIES 2123614 2123614 X 44627200 -4532804 -2459257 -6992061 51619261 -72971 -72971 51546290 42893469 72971 72971 42820498 2459257 2459257 45279755 PART X, LINE 2: EVERGREEN TREATMENT SERVICES IS EXEMPT FROM FEDERAL INCOME TAX AS A NON-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. GOVERNMENT. THE ORGANIZATION HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT -2,459,257. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -72,971. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 72,971. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT 2,459,257. ROOTS TO RECOVERY 488818 307178 181640 200 37575 0 15850 19346 488818 307178 181640 200 37575 15850 19346 72971 108669 0 CLIENT ASSISTANCE / EDUCATION 4 171 CLIENT ASSISTANCE / JAIL CALLS 138 9176 CLIENT ASSISTANCE / COMMUNICATION 83 47182 CLIENT ASSISTANCE / FOOD 361 209593 BOOK FOOD CLIENT ASSISTANCE / HOUSEHOLD ITEMS & HYGIENE 140 121850 BOOK HOUSEHOLD ITEMS & HYGIENE CLIENT ASSISTANCE / MOVING & STORAGE 60 22121 CLIENT ASSISTANCE / CLOTHING 59 106335 BOOK CLOTHING CLIENT ASSISTANCE / GROUP SUPPLIES 21 18462 BOOK GROUP SUPPLIES CLIENT ASSISTANCE / LEGAL 12 3067 CLIENT ASSISTANCE / DOCUMENTATION & VERIFICATION 340 12318 CLIENT ASSISTANCE / TRANSITIONAL HOUSING 212 128942 CLIENT ASSISTANCE / OTHERS 69 21407 CLIENT ASSISTANCE / TRANSPORTATION 208 26811 CLIENT ASSISTANCE / OUTREACH SUPPLIES 8 184337 BOOK OUTREACH SUPPLIES CLIENT ASSISTANCE / RENT 654 394611 CLIENT ASSISTANCE / UTILITIES 34 9444 CLIENT ASSISTANCE / PAYMENTS 11 3429 CLIENT ASSISTANCE / MEDICAL 24 121365 X X 0 0 0 0 0 0 0 0 0 MARIA YANG PSYCHIATRIST - REACH 266918 0 1998 0 0 0 5338 0 9686 0 283940 0 0 0 PAUL GREKIN MEDICAL DIRECTOR & PSYCHIATRIST 234170 0 1998 0 0 0 14050 0 11373 0 261591 0 0 0 STEVE WOOLWORTH CHIEF EXECUTIVE OFFICER 205394 0 2150 0 0 0 4108 0 26301 0 237953 0 0 0 DONAVAN LAM CHIEF FINANCIAL OFFICER 174096 0 2166 0 0 0 3482 0 22429 0 202173 0 0 0 RONDA WADE DIRECTOR OF NURSING 168819 0 2166 0 0 0 6545 0 11591 0 189121 0 0 0 BECCA JUDY CHIEF TRANSFORMATION OFFICER 168418 0 2166 0 0 0 3333 0 13556 0 187473 0 0 0 IVANA LICHTSCHEIDL VP OF QUALITY & RISK MANAGEMENT 164400 0 2166 0 0 0 3288 0 11778 0 181632 0 0 0 KELLEY CRAIG VP OF REACH PROGRAMS 144967 0 2166 0 0 0 8698 0 10492 0 166323 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND SCHEDULE B WILL BE REVIEWED BY THE CHIEF FINANCIAL OFFICER. ONCE REVIEWED, THE FORM 990 AND THE SCHEDULE B IS ROUTED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR COMMENT. ONCE APPROVED BY THE FINANCE COMMITTEE, THE REPORT IS ROUTED TO THE FULL BOARD FOR APPROVAL. ANY FEEDBACK RECEIVED DURING THE REVIEW PROCESS IS INCORPORATED INTO THE FINAL VERSION THAT GETS FILED WITH THE INTERNAL REVENUE SERVICE. COPIES ARE THEN MADE AVAILABLE TO THE FULL BOARD OF DIRECTORS AND THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C EVERGREEN TREATMENT SERVICES (ETS) REQUIRES BOARD OF DIRECTORS COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT. ADDITIONALLY, ETS' CHIEF EXECUTIVE AND EXECUTIVE STAFF HAVE THE RESPONSIBILITY OF MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST FOR POSSIBLE DISCLOSURE TO THE BOARD OF DIRECTORS IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS. IN THE EVENT A CONFLICT IS DETERMINED TO EXIST, THE MOST COMMON MONITORING AND ENFORCEMENT METHOD INVOLVES EXCLUDING THE INDIVIDUAL WITH CONFLICT FROM PARTICIPATING IN THE DISCUSSION AND ALL DECISIONS AND VOTES AFFECTING THE AREA OF CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION OF ETS' CHIEF EXECUTIVE INCLUDES COMPARABLE COMPENSATION INFORMATION SUCH AS THE ANNUAL UNITED WAY SURVEY AS WELL AS REVIEW OF COMPENSATION FOR SIMILARLY QUALIFIED PEOPLE IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. FINAL COMPENSATION IS SUBJECT TO REVIEW AND APPROVAL OF THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 EVERGREEN TREATMENT SERVICES ("ETS") MAKES FORMS 1023 AND 990 AVAILABLE TO THE PUBLIC UPON REQUEST. ETS ALSO PROVIDES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC AS REQUIRED.