EVERGREENHEALTH FOUNDATION Charity Report

Public IRS 990 nonprofit record

EVERGREENHEALTH FOUNDATION

EIN 91-1519430 · Human Services (P74Z)

What they do

SUPPORT EVERGREENHEALTH (KING COUNTY PUBLIC HOSPITAL DISTRICT #2)

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $98.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders28 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

27.43%of revenue went to mission work98.5% of expenses · Program services

0.07%of revenue went to fundraising0.3% of expenses

$27.85spent for every $100 of revenueRevenue covered expenses this year.

0.35%of revenue went to management and office costs1.2% of expenses

$9.22in assets for every $1 spent this yearSome assets cannot be spent right away.

97.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $75,042 for LORI KLOES (CHIEF PHILANTHROPY OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$7,958,283

Mission workProgram services$2,182,84027.43% of revenue98.5% of expenses

ManagementOffice and general costs$27,5230.35% of revenue1.2% of expenses

FundraisingAsking for donations$5,7080.07% of revenue0.3% of expenses

Revenue left after expensesReported annual surplus$5,742,21272.15% of revenueShown in gray on the chart

Total expenses$2,216,07127.85% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 98.5% mission · 1.2% management · 0.3% fundraisingTotal expenses: 27.85% of revenue

2023Expense mix: 95.5% mission · 4.4% management · 0.2% fundraisingTotal expenses: 122.55% of revenue

2022Expense mix: 98.2% mission · 1.6% management · 0.2% fundraisingTotal expenses: 69.33% of revenue

2021Expense mix: 98.9% mission · 1.1% management · 0.0% fundraisingTotal expenses: 95.95% of revenue

2020Expense mix: 95.9% mission · 3.1% management · 1.0% fundraisingTotal expenses: 74.07% of revenue

2019Expense mix: 78.3% mission · 21.2% management · 0.5% fundraisingTotal expenses: 141.51% of revenue

2018Expense mix: 95.3% mission · 3.6% management · 1.1% fundraisingTotal expenses: 48.45% of revenue

2017Expense mix: 96.0% mission · 2.4% management · 1.6% fundraisingTotal expenses: 90.74% of revenue

Money in and money out

Revenue$7,958,283

Expenses$2,216,071

Annual surplus $5,742,212 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,182,840 · 98.5% of expenses

Management and office costs$27,523 · 1.2% of expenses

Fundraising$5,708 · 0.3% of expenses

See all reported dollar amounts

Revenue$7,958,283

Expenses$2,216,071

Assets$20,443,135

Income$8,388,403

Contributions$7,723,562

Mission work (program services)$2,182,840

Fundraising$5,708

Grants given$23,809,042

Average grant$3,401,292

Management and general$27,523

Stocks and bonds$7,874,063

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

LORI KLOESCHIEF PHILANTHROPY OFFICER · 40 hrs/week $75,042Base · Other $75,042

MEG POWERSDIRECTOR · 40 hrs/week $49,659Base · Other $49,659

MEGAN WHITMANMAJOR GIFTS OFFICER · 40 hrs/week $33,954Base · Other $33,954

SHAUNA SMITHCORP REL & SPEC EVENTS OFF · 40 hrs/week $31,115Base · Other $31,115

JAY HARRISMAJOR GIFTS OFFICER · 40 hrs/week $25,131Base · Other $25,131

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (28)

LORI KLOESCHIEF PHILANTHROPY OFFICER

MEG POWERSDIRECTOR

MEGAN WHITMANMAJOR GIFTS OFFICER

SHAUNA SMITHCORP REL & SPEC EVENTS OFF

JAY HARRISMAJOR GIFTS OFFICER

VICKY NOLLETTESECRETARY

ABBY NEWTONTRUSTEE

SUZANNE GREATHOUSETRUSTEE

SHAWN DAMELIOTRUSTEE

SANDY CAIRNSTRUSTEE

REBECCA HIRTTRUSTEE

MOLLY HILLTRUSTEE

MICHAEL MENATRUSTEE

MEGAN BAUMGARTNERTRUSTEE

MATT LARKINTRUSTEE

MARGERY YETMANTRUSTEE

LEAH HOGEGALA CHAIR

JUSTIN DIMETRUSTEE

JEFF CASHMANTRUSTEE

JASON HOLLAWAYTREASURER

GURLEEN GULATITRUSTEE

ETTORE PALAZZOTRUSTEE

ERIC TAYLORTRUSTEE

DREW COPITZKYTRUSTEE

DOUG EDLUNDTRUSTEE

DANIELLE OMALLEYTRUSTEE

BOB FERGUSONTRUSTEE

ANTHONY AMBROSETRUSTEE

About this charity

Recognized since: January 1995
Location: 12040 NE 128TH STREET MS 5, KIRKLAND, WA 98034
County: King
In care of: LORI KLOES
Primary officer: LORI KLOES, CHIEF PHILANTHROPY OFFICER

How to reach them

WebsiteVisit the charity’s website Emailfoundation@evergreenhealth.com Phone(425) 899-1900

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: KPMG LLP
NTEE classification: Human Services (P74Z)
IRS tax category: Nursing Care Facilities (Skilled Nursing Facilities)
Grant-giving organization: Yes