2014-11-17T12:07:21-05:00 2013-12-31 203740641 Bertemes Advisors 5076 Park Avenue West Seville OH 44273 990 2013-07-01 452743815 EVERGREEN COOPERATIVE CORPORATION EVER 540 EAST 105TH STREET Cleveland OH 44108 John McMicken ACTING CEO 2162981182 2014-11-15 false Will Bertemes P00177047 3306352318 2014-11-17 2013 2015-11-30 17:44:51Z 880539 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 1077964 880539 0 0 6005 0 1083969 880539 814947 563820 0 0 0 0 19149 20574 834096 584394 249873 296145 755615 1059469 14588 22297 741027 1037172 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 224900 224900 COMPENSATION FOR KEY MANAGEMENT WITH RESPECT TO EVERGREEN BUSINESS SERVICES, INC. AND OTHER STARTUP COOPERATIVE VENTURES. KEY MANAGEMENT IS CHARGED WITH THE RESPONSIBILITY TO SHARE THEIR KNOWLEDGE REGARDING CAPITAL PLANNING AND BUDGETS, STRATEGIC PLANNING, THE IMPORTANCE AND ROLE OF COMMITTEES, AND OTHER IMPORTANT BUSINESS CONCEPTS WITH THE REST OF THE MEMBERS OF THE BOARD OF DIRECTORS, INCLUDING THE WORKER-OWNERS. 100000 100000 SUPPORT OF EVERGREEN COOPERATIVE LAUNDRY, INC., AN OHIO COOPERATIVE, FOR STARTUP EDUCATION ON COOPERATIVES AND MANAGEMENT ASSISTANCE INCLUDING PAYMENT FOR STARTUP GENERAL MANAGER. 105000 105000 SUPPORT OF EVERGREEN ENERGY SOLUTIONS, INC., AN OHIO COOPERATIVE, FOR STARTUP EDUCATION ON COOPERATIVES AND MANAGEMENT ASSISTANCE INCLUDING PAYMENT FOR STARTUP GENERAL MANAGER. 131375 131375 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, coop 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 the forthcoming report, Worker Cooperatives: Pathways to Scale, that will be 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. Conducted a survey of cooperative training and education programs to serve as a resource base for the creation of Evergreens own training program.Created a Design Framework for a comprehensive Training Program, which includes guiding principles, curriculum topic areas, and a proposal that all stakeholders, ranging from front-line staff, supervisors, and members of the cooperatives to coop Presidents and ECC board members, receive some level of training.Designed Phase 1 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 and vision and cooperativism), and Job Skills. Recruited an Advisory Group for the Training Program, which includes 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. These advisors provided us with guidance in their areas of expertise and participated in a number of conference calls to help develop and refine the program.Compiled a curriculum resource bank, with the help of The Democracy Collaborative, that current and future training teams can draw on as curriculum is developed and improved. Developed initial plans for a kick-off event for the Training Program. This event was postponed in the spring of 2013, but we hope to build on this initial work to hold a system-wide event for all Evergreen companies and stakeholders in 2014. Such an event could kick off and/or support a broader campaign to boost morale and solidify current cooperative practices, according to the coop holding option being proposed for Phase 2 of the Evergreen governance work.Developed curriculum on Life Skills and Diversity and Inclusion and trained sixty 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.Begun developing curriculum on Personal and Business Finances. This curriculum will teach 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 and the economics of one unit. The financial training will also use each companys dashboard to deepen employees understanding of Key Performance Indicators.Another accomplishment of Year One of the grant period was the creation of a Year Two workplan. This plan, to be implemented beginning Spring 2014, includes the following: Develop a 3-hour replicable training module, including written curriculum and participant materials, on Foundations of Evergreen Cooperatives to complete the Phase 1 Training CurriculumCreate final compilation of comprehensive Evergreen Phase 1 Training Curriculum and hand off to relevant stakeholders within the Evergreen systemDevelop replicable training modules, including written curriculum and participant materials, for Phase 2 training on Business Finances (3 hours) and SupervisorTraining (3 short sessions, totaling 8 hours). Business Finance curriculum will include tailored portions for each co-op based on its own business financials. Deliver the training modules to employees of the three Evergreen cooperatives:Foundations of Evergreen Cooperatives (Phase 1)Business Finances (Phase 2)Supervisor Training (Phase 2)Train Evergreen staff to administer current training program and build local capacity for the ongoing development of the training program, including annualdelivery of Phase 2 curriculum. 2545 2545 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. 133920 133920 563820 true true 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 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 Steven D Standley Chair 5.00 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 Oliver Henkel 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 Mary Donnell Board Member 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 John Wheeler 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 Member 1.00 0.00 X 0 0 0 John McMicken ACTING CEO 35.00 0.00 X 0 0 0 0 0 0 0 false false false 880539 880539 880539 0 0 0 563820 563820 5580 5580 1220 1220 1640 1640 13242 13242 -1108 -1108 584394 563820 20574 0 299398 343251 1217 301218 40000 415000 415000 755615 1059469 14588 21127 1170 14588 22297 X 491153 505044 249874 532128 741027 1037172 755615 1059469 296145 0 X false false false X 880551 1083969 880539 2845059 880551 1083969 880539 2845059 2845059 0 880551 1083969 880539 2845059 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED INVESTMT IN EVERGREEN RL ESTATE COR 415000 C 415000 true Evergreen Business Services 540 East 105th Street Cleveland OH 44108 272239352 224900 Evergreen Cooperative Laundry 540 East 105th Street Cleveland OH 44108 900398035 100000 Ohio Cooperative Solar 540 East 105th Street Cleveland OH 44108 800303998 105000 Green City Growers Cooperative 540 East 105th Street Cleveland OH 44108 344715816 25000 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 Steven D. Standley 3605 Warrensville Center Rd. Shaker Heights, OH 44122Robert 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 44112Mary Donnell 5800 Diamond Ave. Cleveland, OH 44104Ellen 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 John's 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 Corporation's 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. 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 REAL ESTATE CORP 540 EAST 105TH STREET Cleveland OH 44108 364713688 LEASING OH N/A C Corp 1.00000