Skip to content
Nonprofiteer
← FORTERRA NW

Form 990 for tax year 2024

Filed by FORTERRA NW.

Totals

Total revenue
$12,806,098
Total expenses
$10,896,768
Contributions and grants received
$11,622,788
Grants paid
$4,134,494
Program service revenue
$788,201
Investment income
$287,206
Other revenue
$107,903
Total assets, end of year
$45,479,506
Total liabilities, end of year
$6,709,223
Net assets or fund balances, end of year
$38,770,283
Program services expenses (Part IX)
$8,693,234
Management and general expenses
$1,319,213
Fundraising expenses
$884,321
Program service expenses (Part III)
$8,693,234

Program services were 79.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $100,088

  • 1e · Government grants (contributions)

    $7,061,305

  • 1f · All other contributions, gifts and grants

    $4,461,395

  • 1g · Noncash contributions included above

    $1,563,332

  • 2a · Program service revenue: PROJECT REVENUE

    total $788,201 · related or exempt $788,201

  • 3 · Investment income

    total $184,444 · excluded $184,444

  • 6a · Gross rents

    real property $225,450

  • 6b · Less rental expenses

    real property $95,855

  • 6c · Rental income or loss

    real property $129,595

  • 6d · Net rental income or loss

    total $129,595 · excluded $129,595

  • 7a · Gross sales of assets other than inventory

    securities $102,762

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $102,762

  • 7d · Net gain or loss

    total $102,762 · excluded $102,762

  • 8a · Fundraising events: gross income

    $10,040

  • 8a · Fundraising events: contributions included on line 1c

    $100,088

  • 8b · Fundraising events: direct expenses

    $37,664

  • 8c · Net income from fundraising events

    total -$27,624 · excluded -$27,624

  • 9a · Gaming: gross income

    $6,250

  • 9b · Gaming: direct expenses

    $318

  • 9c · Net income from gaming

    total $5,932 · excluded $5,932

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,134,494 · program services $4,134,494

  • 5 · Compensation of officers, directors and key employees

    total $1,217,465 · program services $776,207 · management and general $257,579 · fundraising $183,679

  • 7 · Other salaries and wages

    total $1,938,988 · program services $1,236,222 · management and general $410,231 · fundraising $292,535

  • 8 · Pension plan contributions

    total $60,607 · program services $39,192 · management and general $13,360 · fundraising $8,055

  • 9 · Other employee benefits

    total $142,624 · program services $91,876 · management and general $31,094 · fundraising $19,654

  • 10 · Payroll taxes

    total $264,570 · program services $170,072 · management and general $57,330 · fundraising $37,168

  • 11b · Fees: legal

    total $7,644 · program services $5,289 · management and general $1,200 · fundraising $1,155

  • 11c · Fees: accounting

    total $49,620 · program services $34,331 · management and general $7,789 · fundraising $7,500

  • 11d · Fees: lobbying

    total $56,500 · program services $39,091 · management and general $8,869 · fundraising $8,540

  • 11e · Fees: professional fundraising services

    total $7,500 · fundraising $7,500

  • 11f · Fees: investment management

    total $18,734 · management and general $18,734

  • 11g · Fees: other

    total $1,623,732 · program services $1,105,109 · management and general $324,873 · fundraising $193,750

  • 12 · Advertising and promotion

    total $11,784 · program services $7,245 · management and general $2,619 · fundraising $1,920

  • 14 · Information technology

    total $145,661 · program services $100,278 · management and general $23,121 · fundraising $22,262

  • 16 · Occupancy

    total $83,266 · program services $10,822 · management and general $54,333 · fundraising $18,111

  • 17 · Travel

    total $11,037 · program services $10,084 · management and general $362 · fundraising $591

  • 20 · Interest

    total $204,698 · program services $204,698

  • 22 · Depreciation, depletion and amortization

    total $15,671 · program services $11,189 · management and general $2,586 · fundraising $1,896

  • 23 · Insurance

    total $184,078 · program services $113,174 · management and general $40,906 · fundraising $29,998

  • 24a · Other expenses: ACQUISITION EXPENSES

    total $316,425 · program services $316,425

  • 24b · Other expenses: EQUIPMENT RENT & MAINT.

    total $122,249 · program services $55,509 · management and general $36,689 · fundraising $30,051

  • 24c · Other expenses: PROPERTY MANAGEMENT

    total $79,162 · program services $79,162

  • 24d · Other expenses: TAXES

    total $32,582 · program services $32,257 · management and general $325

  • 24e · All other expenses

    total $167,677 · program services $120,508 · management and general $27,213 · fundraising $19,956

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,536,287 · end of year $1,374,620

  • 2 · Savings and temporary cash investments

    beginning of year $3,335,403 · end of year $2,747,258

  • 3 · Pledges and grants receivable

    beginning of year $466,333 · end of year $320,495

  • 4 · Accounts receivable

    beginning of year $197,252 · end of year $276,930

  • 7 · Other notes and loans receivable

    beginning of year $2,230,808 · end of year $2,230,808

  • 9 · Prepaid expenses and deferred charges

    beginning of year $155,668 · end of year $174,815

  • 10a · Land, buildings and equipment: cost or other basis

    $30,902,756

  • 10b · Land, buildings and equipment: accumulated depreciation

    $593,116

  • 10c · Land, buildings and equipment, net

    beginning of year $27,260,826 · end of year $30,309,640

  • 11 · Investments: publicly traded securities

    beginning of year $2,212,314 · end of year $2,976,608

  • 12 · Investments: other securities

    beginning of year $1,107,052 · end of year $1,125,746

  • 15 · Other assets

    beginning of year $3,437,986 · end of year $3,942,586

  • 17 · Accounts payable and accrued expenses

    beginning of year $450,778 · end of year $665,669

  • 19 · Deferred revenue

    beginning of year $32,500 · end of year $150,089

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $1,052,505

  • 23 · Secured mortgages and notes payable

    beginning of year $4,410,716 · end of year $4,839,810

  • 25 · Other liabilities

    beginning of year $3,938 · end of year $1,150

  • 27 · Net assets without donor restrictions

    beginning of year $31,324,888 · end of year $33,180,073

  • 28 · Net assets with donor restrictions

    beginning of year $5,717,109 · end of year $5,590,210

Mission and programs · 2024

Mission

SEE SCHEDULE O

Activities or mission (Part I)

TO ENHANCE, SUPPORT AND STEWARD THE REGION'S MOST PRECIOUS RESOURCES. MANY OF THE PROJECTS WHICH FORTERRA UNDERTAKES IS TO ACHIEVE OUR MISSION THROUGH EFFORTS THAT CAN OFTEN SPAN SEVERAL YEARS. NET REVENUES FROM COMPLETION OF THESE PROJECTS CAN BE REINVESTED TO FUND THE DEVELOPMENT OF PROJECTS IN FUTURE PERIODS, COVERING NET LOSSES IN YEARS WITH NO SIGNIFICANT PROJECT CLOSINGS.

  • CONSERVATION: FORTERRA'S LANDSCAPE-SCALE APPROACH ENSURES THE CONSERVATION OF CRITICAL LANDS FOR COMMUNITIES THROUGHOUT THE REGION. FORTERRA HAS CONSERVED MORE THAN 280,240 ACRES OF LAND SINCE OUR FOUNDING IN 1989. AT ANY GIVEN TIME, WE ARE WORKING ON DOZENS OF PROJECTS TO CONSERVE LANDS FOR COMMUNITY, HABITAT AND RECREATION. WE KNOW HOW TO WORK QUICKLY AND DECISIVELY TO ENSURE VITAL LANDS ARE NOT LOST BUT WE ALSO KNOW THAT SOME PROJECTS TAKE TIME TO GET RIGHT. THESE INCLUDE THE 4,000-ACRE PORT GAMBLE FOREST WHICH TOOK MORE THAN 10 YEARS AND DEEP COMMUNITY PARTNERSHIPS TO COMPLETE AND THE ACQUISITION OF 145 ACRES OF CULTURALLY SIGNIFICANT LAND IN CENTRAL WASHINGTON FOR A PLANNED TRIBAL COMMUNITY. SOME PROJECTS ARE SMALL, BUT JUST AS IMPORTANT, LIKE CAMP KILWORTH WHICH IS ONE OF THE LAST UNDEVELOPED SHORELINE HABITATS IN FEDERAL WAY, WASHINGTON. SMALL OR LARGE, THESE PROJECTS ADD UP AND CONTRIBUTE TO A HEALTHY ENVIRONMENT AND RESILIENT COMMUNITIES. NO MATTER THE SIZE OF THE PROJECT, FORTERRA BRINGS A PURPOSEFUL, INNOVATED AND INTERCONNECTED APPROACH THAT DELIVERS SUCCESS FOR OUR REGION.

    Expenses $5,687,676 · Grants $3,929,789 · Revenue $93,767

  • COMMUNITY REAL ESTATE AND PLANNING: FORTERRA LOOKS ACROSS THE RURAL AND URBAN LANDSCAPE TO SEE THE CONNECTION BETWEEN PEOPLE AND LAND. WE INVEST IN TOWNS AND CITIES ACROSS THE STATE. WE LEVERAGE OUR LAND HOLDINGS AND WORK IN PARTNERSHIP WITH TOWNS, CITIES, DEVELOPERS, AND COMMUNITIES TO IMPROVE INFRASTRUCTURE, HOUSING, AND CULTURAL INSTITUTIONS. WE HAVE LONGSTANDING AND DEEP RELATIONSHIPS WITH COMMUNITIES ACROSS THE REGION. WE UTILIZE OUR DECADES OF EXPERIENCE IN REAL ESTATE, LAND CONSERVATION AND COALITION BUILDING TO DEVELOP INNOVATIVE SOLUTIONS TO ADDRESS THE SHORTAGE OF ATTAINABLE HOUSING, BENEFIT LOCAL BUSINESSES AND COMMUNITIES, CREATE JOBS, OTHER ECONOMIC OPPORTUNITIES AND SUPPORT COMMUNITY WELLBEING.

    Expenses $1,445,588 · Grants $27,357 · Revenue $457,251

  • RESTORATION AND STEWARDSHIP: FORTERRA PARTNERS WITH ORGANIZATIONS AND COMMUNITIES THROUGHOUT THE REGION TO RESTORE AND STRENGTHEN PUBLIC LANDS, PARKS AND URBAN FORESTS. THROUGH OUR EVERGREEN RESTORATION PROGRAM (ERP) AND EVERGREEN CARBON CAPTURE (ECC) PROGRAM, FORTERRA PLANTS THOUSANDS OF TREES EACH YEAR IN PARTNERSHIP WITH LOCAL COMPANIES AND INDIVIDUALS. OVER THEIR LIFETIMES, THESE TREES WILL HELP OFFSET HUNDREDS OF THOUSANDS OF TONS OF CARBON DIOXIDE. ERP AND ECC HELPS PARTNER ORGANIZATIONS AND INDIVIDUALS TO RESTORE LOCAL FORESTS AND TREE CANOPIES. PARTNERS HAVE INCLUDED SOUNDERS FC, MCKINSTRY, DELTA AIR LINES, AND BECU, ALONG WITH DOZENS OF INDIVIDUALS.

    Expenses $840,257 · Grants $1,088 · Revenue $207,799

  • POLICY: FORTERRA IS A LEADER IN THE DESIGN AND IMPLEMENTATION OF MARKET-BASED GROWTH MANAGEMENT AND CONSERVATION TOOLS. FORTERRA HAS LED THE DESIGN, ADOPTION, AND CONTINUED IMPLEMENTATION OF TRANSFER OF DEVELOPMENT RIGHTS (TDR) PROGRAMS AT THREE DIFFERENT LEVELS: 10 CITIES, 4 COUNTIES, AND 1 REGIONAL PROGRAM. SINCE 2009 THESE PROGRAMS HAVE CONSERVED MORE THAN 100,000 ACRES OF FARMS AND WORKING FORESTS BY TRANSFERRING THE DEVELOPMENT RIGHTS OF THESE PROPERTIES TO SUPPORT INTENTIONAL GROWTH IN OUR REGION'S CITIES. TO SUPPORT GROWTH IN CITIES USING TDR, FORTERRA LED THE CREATION OF THE LANDSCAPE CONSERVATION AND LOCAL INFRASTRUCTURE PROGRAM (LCLIP), WHICH GIVES CITIES A FINANCIAL INCENTIVE TO PROTECT RESOURCE LANDS AND MAKE INFRASTRUCTURE INVESTMENTS. FORTERRA ALSO WORKS WITH COMMUNITIES THROUGHOUT THE REGION TO ENGAGE CONSTITUENTS IN PLANNING AND POLICY ISSUES RELATED TO IMPROVING QUALITY OF LIFE FOR RESIDENTS.

    Expenses $719,713 · Grants $176,260 · Revenue $29,384

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MICHELLE CONNOR

    PRESIDENT & CEO

    Total calculated
    $241,024
    From this org
    $231,150
    From related orgs
    $0
    Other
    $9,874
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,150
    Bonus
    $0
    Other
    $0
    Deferred
    $9,285
    Nontaxable benefits
    $589
    Filer's total
    $241,024

  • DE'SEAN QUINN

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ANDREA OSTROVSKY

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • TIM WULFEKUHLE

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • RUTH TRUE

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • BETH BIRNBAUM

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ANDY BENCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GIGI COE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL DUNNING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JIM GREENFIELD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATRICK KENNEDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GINA KLEM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAURIE MCDONALD JONSSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TRACY NEWMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KELLY OGILVIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • VANESSA PEGUEROS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LESLIE REED

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NATASHA RIVERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WALKER STANOVSKY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALLAN STEINMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DORIAN WALLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RACHEL VALDEZ

    CHIEF OPERATING OFFICER

    Total calculated
    $260,539
    From this org
    $243,395
    From related orgs
    $0
    Other
    $17,144
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,395
    Bonus
    $0
    Other
    $0
    Deferred
    $9,945
    Nontaxable benefits
    $7,199
    Filer's total
    $260,539

  • DAVID LEON

    VP, REAL ESTATE (THRU 12/24)

    Total calculated
    $246,237
    From this org
    $229,665
    From related orgs
    $0
    Other
    $16,572
    Hours/week
    35 + 1 related

    Schedule J breakdown matched by us

    Base
    $229,665
    Bonus
    $0
    Other
    $0
    Deferred
    $7,338
    Nontaxable benefits
    $9,234
    Filer's total
    $246,237

  • ERIN KINDALL

    CFO

    Total calculated
    $210,379
    From this org
    $191,982
    From related orgs
    $0
    Other
    $18,397
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $191,982
    Bonus
    $0
    Other
    $0
    Deferred
    $7,905
    Nontaxable benefits
    $10,492
    Filer's total
    $210,379

  • KRISTI ENGLAND

    CHIEF GOV. & INNOVATION OFFICER

    Total calculated
    $259,286
    From this org
    $240,270
    From related orgs
    $0
    Other
    $19,016
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,270
    Bonus
    $0
    Other
    $0
    Deferred
    $9,765
    Nontaxable benefits
    $9,251
    Filer's total
    $259,286

  • INDIA CLARK

    SR. MD., COMMS. DEV.(THRU 08/24)

    Total calculated
    $139,182
    From this org
    $133,359
    From related orgs
    $0
    Other
    $5,823
    Hours/week
    35

  • DAN MURDOCH

    SR. DIRECTOR, PROPERTY MANAGEMENT

    Total calculated
    $113,905
    From this org
    $109,235
    From related orgs
    $0
    Other
    $4,670
    Hours/week
    38

  • MATTHEW LANGSENKAMP

    DIRECTOR, FP&A

    Total calculated
    $122,185
    From this org
    $108,566
    From related orgs
    $0
    Other
    $13,619
    Hours/week
    40

  • SANDRA PECK

    VP, STRATEGIC COMMS. & MARKETING

    Total calculated
    $107,832
    From this org
    $106,625
    From related orgs
    $0
    Other
    $1,207
    Hours/week
    40

  • CHERYL MARUSA

    SR. DIRECTOR, COMMUNITY DEVELOPMENT

    Total calculated
    $117,725
    From this org
    $104,484
    From related orgs
    $0
    Other
    $13,241
    Hours/week
    37

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • FORTERRA HAMILTON LLC

    LAND AND COMMUNITY DEVELOPMENT · WA · income -$6,055 · assets $653,039

    Directly controlled by FORTERRA NW

  • FORTERRA ROSLYN LLC

    DEVELOPMENT OF ATTAINABLE HOUSING · WA · income -$18,533 · assets $2,022,630

    Directly controlled by FORTERRA NW

  • FORTERRA ROSLYN NWIC LLC

    MANAGE HISTORIC BUILDING/COMMUNITY ENGAGEMENT · WA · income $93,741 · assets $1,375,016

    Directly controlled by FORTERRA NW

  • FORTERRA STRONG COMMUNITIES FUND MANAGER LLC

    CONSERVATION · WA · income -$94,917 · assets $263,007

    Directly controlled by FORTERRA NW

  • FORTERRA BUILDERS LLC

    GENERAL CONTRACTOR (CONSTRUCTION OF MODULAR PROTOTYPE) · WA · income $579 · assets $0

    Directly controlled by FORTERRA NW

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
28 July 2025
IRS schema version
2024v5.2
Source object
202532099349301463

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.