EverCommerce Inc
For the period ended Dec 31, 2023. Filed Mar 14, 2024.
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A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.
FY2023 · Filed Mar 14, 2024
EVCM$7.04-13.3%Stored close · as of Nov 10, 2026
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Item 15. Exhibits, Financial Statement Schedules
Financial Statements
The following consolidated financial statements are included in Part II, Item 8. of this Annual Report on Form 10‑K:
| Index to Consolidated Financial Statements | Page |
|---|---|
| Report of Independent Registered Public Accounting Firm (PCAOB ID 0042) | III-21 |
| Consolidated Balance Sheets as of December 31, 2023 and 2022 | III-22 |
| Consolidated Statements of Operations and Comprehensive Loss for the years ended December 31, 2023, 2022 and 2021 | III-23 |
| Consolidated Statements of Convertible Preferred Stock and Stockholders’ Equity (Deficit) for the years ended December 31, 2023, 2022 and 2021 | III-24 |
| Consolidated Statements of Cash Flows for the years ended December 31, 2023, 2022 and 2021 | III-26 |
| Notes to Consolidated Financial Statements | III-27 |
Financial Statement Schedules
All financial statement schedules have been omitted because they are not applicable, not material or because the information required is already included in the consolidated financial statements or the notes thereto.
Exhibits
The following is a list of exhibits filed as part of this Annual Report on Form 10‑K or are incorporated herein by reference, in each case as indicated below.
| Incorporated by Reference · Filed/ | |||||
|---|---|---|---|---|---|
| ExhibitNumber · Exhibit Description · Form · File No. · Exhibit · FilingDate · FurnishedHerewith | |||||
| 3.1 | Amended and Restated Certificate of Incorporation of EverCommerce Inc | 8-K | 001-40575 | 3.1 | 07/09/21 |
| 3.2 | Amended and Restated Bylaws of EverCommerce Inc | 8-K | 001-40575 | 3.2 | 07/09/21 |
| 4.1 | Form of Certificate of Common Stock | S-1/A | 333-256641 | 4.1 | 06/23/21 |
| 4.2 | Registration Rights Agreement by and between EverCommerce Inc. and certain security holders of EverCommerce Inc., dated May 7, 2021 | S-1 | 333-256641 | 4.3 | 05/28/21 |
| 4.3 | Sponsor Stockholders Agreement, dated as of June 30, 2021 | 8-K | 001-40575 | 10.1 | 07/09/21 |
| 4.4 | Management Stockholders Agreement, dated as of June 30, 2021 | 8-K | 001-40575 | 10.2 | 07/09/21 |
| 4.5 | Description of Capital Stock | 10-K | 001-40575 | 4.5 | 03/15/22 |
| 10.1# | Form of Indemnification Agreement between EverCommerce Inc. and its directors and officers | S-1/A | 333-256641 | 10.1 | 06/23/21 |
| 10.2# | Amended & Restated 2016 Equity Incentive Plan and related form agreements thereunder | S-1/A | 333-256641 | 10.2 | 06/23/21 |
| 10.3# | Amended and Restated Restricted Stock Award Agreement by and between the Company and Eric Remer, dated as of August 23, 2019, as amended | S-1/A | 333-256641 | 10.3 | 06/23/21 |
| 10.4# | Amended and Restated Restricted Stock Award Agreement by and between the Company and Matt Feierstein, dated as of August 23, 2019, as amended | S-1/A | 333-256641 | 10.4 | 06/23/21 |
| 10.5# | Amended and Restated Restricted Stock Award Agreement by and between the Company and Marc Thompson, dated as of August 23, 2019, as amended | S-1/A | 333-256641 | 10.5 | 06/23/21 |
| 10.6# | EverCommerce Inc. 2021 Incentive Award Plan | S-1/A | 333-256641 | 10.6 | 06/23/21 |
| 10.7# | Form of RSU Agreement under the EverCommerce Inc. 2021 Incentive Award Plan | S-1/A | 333-256641 | 10.6.1 | 06/23/21 |
| 10.8# | Form of Option Agreement under the EverCommerce Inc. 2021 Incentive Award Plan | S-1/A | 333-256641 | 10.6.2 | 06/23/21 |
| 10.9# | EverCommerce Inc. 2021 Employee Stock Purchase Plan | S-1/A | 333-256641 | 10.7 | 06/23/21 |
| 10.10# | EverCommerce Inc. Non-Employee Director Compensation Policy | S-1/A | 333-256641 | 10.8 | 06/23/21 |
| 10.11# | Employment Agreement by and between the Company and Eric Remer, dated July 1, 2021 | 10-K | 001-40575 | 10.11# | 03/15/22 |
| 10.12# | Employment Agreement by and between the Company and Matthew Feierstein, dated July 1, 2021 | 10-K | 001-40575 | 10.12# | 03/15/22 |
IV-1
| 10.13# | Employment Agreement by and between the Company and Marc Thompson, dated July 1, 2021 | 10-K | 001-40575 | 10.13# | 03/15/22 | |
| 10.14# | PaySimple, Inc. 2008 Equity Incentive Plan | S-8 | 333-268321 | 99.3 | 11/14/22 | |
| 10.15 | Credit Agreement, dated July 6, 2021 | 8-K | 001-40575 | 10.3 | 07/09/21 | |
| 10.16.1 | Amendment No. 1, dated as of November 23, 2021, to the Credit Agreement, dated as of July 6, 2021, among EverCommerce Intermediate Inc., EverCommerce Solutions Inc., Royal Bank of Canada, as administrative agent and collateral agent, and the other parties and lenders party thereto | 8-K | 001-40575 | 10.1 | 11/23/21 | |
| 10.16.2 | Amendment No. 2, dated as of June 26, 2023, to the Credit Agreement, dated as of July 6, 2021, among EverCommerce Intermediate Inc., EverCommerce Solutions Inc., Royal Bank of Canada, as administrative agent and collateral agent, and the other parties and lenders party thereto | 10-Q | 001-40575 | 10.1 | 08/08/23 | |
| 10.17 | Collateral Agreement, dated July 6, 2021 | 8-K | 001-40575 | 10.4 | 07/09/21 | |
| 10.18 | Guarantee Agreement, dated July 6, 2021 | 8-K | 001-40575 | 10.5 | 07/09/21 | |
| 10.19^ | Office Lease by and among EverCommerce Solutions Inc. and BCSP RINO Property LLC, dated June 13, 2019 | S-1 | 333-256641 | 10.13 | 05/28/21 | |
| 21.1 | List of Subsidiaries of the Registrant | * | ||||
| 23.1 | Consent of Ernst & Young LLP | * | ||||
| 31.1 | Certification of Chief Executive Officer pursuant to Rule 13a-14(a)/15d-14(a) | * | ||||
| 31.2 | Certification of Chief Financial Officer pursuant to Rule 13a-14(a)/15d-14(a) | * | ||||
| 32.1 | Certification of Chief Executive Officer pursuant to 18 U.S.C. Section 1350 | ** | ||||
| 32.2 | Certification of Chief Financial Officer pursuant to 18 U.S.C. Section 1350 | ** | ||||
| 97.1 | EverCommerce, Inc. Policy for Recovery of Erroneously Awarded Compensation | * | ||||
| 101.INS | Inline XBRL Instance Document – the instance document does not appear in the Interactive Data File because its XBRL tags are embedded within the Inline XBRL document | * | ||||
| 101.SCH | Inline XBRL Taxonomy Extension Schema Document | * | ||||
| 101.CAL | Inline XBRL Taxonomy Extension Calculation Linkbase Document | * | ||||
| 101.DEF | Inline XBRL Taxonomy Extension Definition Linkbase Document | * | ||||
| 101.LAB | Inline XBRL Taxonomy Extension Label Linkbase Document | * | ||||
| 101.PRE | Inline XBRL Taxonomy Extension Presentation Linkbase Document | * | ||||
| 104 | Cover Page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101) | * | ||||
- Filed herewith.
** Furnished herewith.
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