2025-10-14T13:57:05-05:00 2024-12-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2024-01-01 454295940 SPRUCE ROOT INC SPRU 9075861512 ONE SEALASKA PLAZA 400 JUNEAU AK 99801 ALANA PETERSON EXECUTIVE DIRECTOR 9075861512 2025-10-10 1 0 SANG AHN P00540880 5032270581 2024 2025-03-06 01:10:19Z ALANA PETERSON ONE SEALASKA PLAZA 400 JUNEAU AK 99801 13445065 0 X SPRUCEROOT.ORG X 2012 AK SPRUCE ROOT DRIVES REGENERATIVE ECONOMIES ACROSS SOUTHEAST ALASKA SO COMMUNITIES CAN FORGE FUTURES GROUNDED IN THIS UNIQUELY INDIGENOUS PLACE. 7 7 24 7 0 0 7877678 10613411 286917 427138 674961 801932 74634 222028 8914190 12064509 1021540 907991 0 0 1850008 2279217 0 0 288053 1125521 1853190 3997069 5040398 4917121 7024111 30397018 38810332 5424662 5128320 24972356 33682012 X SEE SCHEDULE OTO ASSIST SOUTHEAST ALASKAS PEOPLE, BUSINESSES, AND COMMUNITIES IN REACHING LONG-TERM ECONOMIC, SOCIAL, AND ENVIRONMENTAL RESILIENCE, AND IMPROVE ECONOMIC CONDITIONS IN SOUTHEAST ALASKA COMMUNITIES THROUGH INNOVATION, SUSTAINABILITY AND COLLABORATION. THE CDFI PROVIDES MICRO AND SMALL BUSINESS LOANS TO ELIGIBLE BORROWERS IN THOSE COMMUNITIES. 0 0 2600114 679635 245322 THE SUSTAINABLE SOUTHEAST PARTNERSHIP (SSP) IS A GROWING COLLABORATION OF ORGANIZATIONS AND INDIVIDUALS WHOSE COMMON GOAL IS TO EMPOWER SOUTHEAST ALASKAN COMMUNITIES TO STRENGTHEN CULTURAL, ECOLOGICAL AND ECONOMIC PROSPERITY, SUSTAINABILITY AND RESILIENCE. WE HAVE COME TOGETHER TO WORK COLLABORATIVELY THROUGH THIS PARTNERSHIP BECAUSE WE BELIEVE THAT WE CAN HAVE GREATER IMPACT BY WORKING TOGETHER ON THE COMPLEX CHALLENGES ASSOCIATED WITH COMMUNITY SUSTAINABILITY THAN BY WORKING ON OUR OWN. 443861 7244 181816 LENDING ACTIVITIES WERE EXECUTED AND SIGNIFICANT EFFORTS WERE COMMITTED TO SECURE ADDITIONAL FUNDING TO INCREASE AVAILABLE CAPITAL FOR LENDING TO ELIGIBLE BORROWERS. 960551 221112 65000 THE PATH TO PROSPERITY / BUSINESS AND CLIENT SERVICES PROGRAM IS A SUITE OF PROGRRAMS INCLUDING A BUSINESS COMPETITION THAT PROMOTES ENTREPRENEURIAL ACTIVITIES (TECHNICAL ASSISTANCE) IN ITS TARGET COMMUNITIES. OVER 350 BUSINESSES HAVE PARTICIPATED IN THE PROGRAM TO DATE. 4004526 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 1 1 0 0 1 38 0 24 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 1 0 0 X LAUREL STARK 9075861512 ONE SEALASKA PLAZA 400 JUNEAU AK 99801 LESLIE ISAACSS CHAIR 0.50 X X 0 0 0 CHRIS PEREZ PRESIDENT, FINANCE COMMITTEE 0.50 X X 0 0 0 JOE NELSON SECRETARY, SSP STEERING COMMITTEE 0.50 X X 0 0 0 ANTHONY MALLOTT BOARD MEMBER, TREASURER 0.50 X X 0 0 0 LA QUEN NAAY TSIITS GIT ANEE BOARD MEMBER, FINANCE COMMITTEE, SSP STEERING COMM 0.50 X 0 0 0 SARAH DYBDAHL BOARD MEMBER, SENIOR LOAN ADVISORY COMMITTEE 0.50 X 0 0 0 ROBERT ALLEN BOARD MEMBER, SENIOR LOAN ADVISORY COMMITTEE 0.50 X 0 0 0 ALANA PETERSON EXECUTIVE DIRECTOR 35.00 X 157523 0 42848 LAUREL STARK FINANCE DIRECTOR 35.00 X 121254 0 17663 ASHLEY SNOOKES CLIENT SERVICES DIRECTOR 35.00 X 102904 0 16983 381681 0 77494 3 0 1 0 REOS US INC 1 BROADWAY CAMBRIDGE MA 02142 TRANSFORMATIVE SCENARIOS PLANNING 315193 1 1656187 8957224 10613411 WORKFORCE/BUSINESS PROGRAMS 522291 245322 245322 CDFI LENDING 110000 181816 181816 427138 716935 716935 1465553 1380556 84997 84997 84997 MISCELLANEOUS REVENUE 900099 157028 157028 FISCAL SPONSORSHIP 900099 65000 65000 222028 12064509 492138 0 958960 X 887991 887991 20000 20000 200371 130086 51220 19065 1657681 1076206 423749 157726 50275 32640 12852 4783 229173 148784 58583 21806 141717 92006 36227 13484 3364 1774 1590 59549 59549 162744 162744 796274 744859 36625 14790 153365 98343 51348 3674 9135 6399 2113 623 507803 407762 71804 28237 86267 86267 GRANT/SUBAWARD MGMT 2034 1804 230 SHARED COSTS 0 203692 -225976 22284 72655 67717 3587 1351 5040398 4004526 747819 288053 4816855 447515 490778 2315925 606226 977504 44805 122511 49838 30548 12107 36027 36027 0 0 24407806 34884932 30397018 38810332 133461 426267 1514879 801860 3457733 3589479 318589 310714 5424662 5128320 X 848936 7886938 24123420 25795074 24972356 33682012 30397018 38810332 X 7024111 1767925 -82380 X X 0 1 X 1 1 1 X 1867680 3208746 20625844 7877678 10613411 44193359 1867680 3208746 20625844 7877678 10613411 44193359 11708526 32484833 516 2585 678888 716935 1398924 17623 17623 45609906 1065577 0.71220 0.63410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 36027 36027 0 0 INVESTMENT IN AFFILIATE 33059842 C PROGRAM-RELATED INVESTMENTS 1825090 C 34884932 ACCRUED WAGES/VACATION 256714 CCED LOAN GUARANTEE 54000 310714 X PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. 1 CENTRAL COUNCIL OF TLINGIT & HAIDA INDIAN TRIBES OF ALASKA (TLINGIT & HAIDA PO BOX 25500 JUNEAU AK 99802 FEDERALLY RECOGNIZED 55000 0 SUSTAINABLE SOUTHEAST PARTNERSHIP PROGRAM & PROJECT FUNDING HOONAH INDIAN ASSOCIATION PO BOX 602 HOONAH AK 998290602 FEDERALLY RECOGNIZED 87000 0 SUSTAINABLE SOUTHEAST PARTNERSHIP CATALYST - PROGRAM & PROJECT FUNDING SKAGWAY DEVELOPMENT CORPORATION 870 A STATE ST SKAGWAY AK 99840 920178115 501(C)6 42000 0 SUSTAINABLE SOUTHEAST PARTNERSHIP CATALYST - PROGRAM FUNDING RENEWABLE ENERGY ALASKA PROJECT 308 G STREET SUITE 225 ANCHORAGE AK 99501 260484527 501(C)3 42000 0 SUSTAINABLE SOUTHEAST PARTNERSHIP CATALYST - PROGRAM FUNDING SITKA CONSERVATION SOCIETY 201 LINCOLN ST ROOM 4 SITKA AK 99835 920096633 501(C)3 134000 0 SUSTAINABLE SOUTHEAST PARTNERSHIP CATALYST - PROGRAM FUNDING THE NATURE CONSERVANCY ALASKA CHAPTER 715 L STREET SUITE 100 ANCHORAGE AK 99501 501(C)3 41933 0 SUSTAINABLE SOUTHEAST PARTNERSHIP CATALYST - PROGRAM FUNDING KOOTZNOOWOO INCORPORATED 8585 OLD DAIRY ROAD SUITE 201 JUNEAU AK 99801 ALASKA NATIVE CORPOR 42000 0 SUSTAINABLE SOUTHEAST PARTNERSHIP CATALYST - PROGRAM FUNDING SHAAN SEET 501 MAIN STREET CRAIG AK 99921 ALASKA NATIVE CORPOR 18701 0 SUSTAINABLE SOUTHEAST PARTNERSHIP CATALYST - PROGRAM FUNDING ECOTRUST ECOTRUST 1140 SE 7TH AVE STE 150 PORTLAND OR 972144161 931050144 501(C)3 89080 0 SUSTAINABLE SOUTHEAST PARTNERSHIP CATALYST - PROGRAM & PROJECT FUNDING AWARE 1547 GLACIER HWY JUNEAU AK 99801 920064944 501(C)3 47347 0 SUSTAINABLE SOUTHEAST PARTNERSHIP CATALYST - PROGRAM & PROJECT FUNDING SOUTHEAST CONFERENCE 9360 GLACIER HWY STE 201 JUNEAU AK 99801 920089028 501C6 6000 0 SUSTAINABLE SOUTHEAST PARTNERSHIP - PROJECT FUNDING KLAWOCK COOPERATIVE ASSOCIATION (KCA) 310 BAYVIEW BLVD KLAWOCK AK 99925 FEDERALLY RECOGNIZED 53468 0 SUSTAINABLE SOUTHEAST PARTNERSHIP CATALYST - PROGRAM FUNDING 10 2 PATH TO PROSPERITY BUSINESS COMPETITION AWARD 2 20000 TECHNICAL ASSISTANCE/BUSINESS COACHING PART I, LINE 2: ALL GRANTS WERE DISTRIBUTED IN ACCORDANCE WITH THE PATH TO PROPERITY COMPETITION RULES OR SUSTAINABLE SOUTHEAST PARTNERSHIP PARTNERSHIP AGREEMENTS. A COMPLETE SET OF RULES IS AVAILABLE AT SPRUCEROOT.ORG. FUNDS ARE DISBURSED TO AWARD RECIPIENTS UPON RECEIPT OF DOCUMENTATION SUPPORTING COVERED EXPENDITURES OR ARE PAID DIRECTLY TO THIRD PARTY VENDORS FOR AUTHORIZED GOODS OR SERVICES. X X 0 0 0 0 0 0 0 0 0 ALANA PETERSON EXECUTIVE DIRECTOR 157523 0 0 0 0 0 6924 0 35924 0 200371 0 0 0 CRAIG BAR & LIQUOR INC BOARD MEMBER AND FAMILY OWNED BUSINESS CDFI ACTIVITY - BUSINESS LOAN X 50000 49838 0 1 1 49838 ANTHONY MALLOTT MEMBER OF BOARD OF DIRECTORS 12638 INDEPENDENT CONTRACTOR ARRANGEMENT 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE RETURN WITH THE IRS, THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15A 2024; REVIEW BY COMMITTEE OF BOARD OF DIRECTORS DURING ANNUAL REVIEW. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 1023 AND FORM 990S ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE ORGANIZATION'S FORMS 990, GOVERNING DOCS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 744,859. MANAGEMENT AND GENERAL EXPENSES 36,625. FUNDRAISING EXPENSES 14,790. TOTAL EXPENSES 796,274. FORM 990, PART XI, LINE 9: PROVISION FOR LOAN (LOSS) RECOVERY -82,380. ADOPTION OF ASU 2016-13 - FINANCIAL INSTRUMENTS-CREDIT LOSSES (TOPIC 326) FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR SEACOAST TRUST LLC ONE SEALASKA PLAZA SUITE 400 JUNEAU AK 99801 881801983 INVESTMENT/FUND AK 4320099 27909385 SPRUCE ROOT INC 1 1