Evergreen Security Trust

Not tax-deductible

Mukilteo, WAMutual-benefit / member-servingEIN 91-0630779

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To provide high quality, affordable employee benefits programs to participating Trust employers.

Run by 1 volunteers.
Mission: Form 990 Part I, line 1 · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $27K a year · 2% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Pay to officers and key staff
$24K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$15K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 1 voting members
Concern: none of 1 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.6M
+10% vs prior year
Spent
$1.6M
Net assets
$499K
By yearFY2020–FY2024
Revenue
$1.6M
FY2024▲ +10%
Revenue by fiscal year
FY2020$1.4M
FY2021$1.3M
FY2022$1.3M
FY2023$1.5M
FY2024$1.6M
Expenses
$1.6M
FY2024▲ +10%
Expenses by fiscal year
FY2020$1.4M
FY2021$1.3M
FY2022$1.3M
FY2023$1.5M
FY2024$1.6M
Net assets
$499K
FY2024▲ +8%
Net assets by fiscal year
FY2020$442K
FY2021$497K
FY2022$446K
FY2023$460K
FY2024$499K

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1977.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

1 person listed on the 990; $24K paid to officers and key staff.

Part VII, Section A · reportable compensation
$24,000Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Robert a Bohrer$24,000$24,000$18,000$12,000$12,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers affordable employee benefits programs to employers.

Provided by the organization

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1 program service, described in the organization's own filed words · FY2024.
01

Provided dental, vision, life insurance, and AD&D benefits for eligible participants.

Pt IX · col B

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By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.6M
Ln 12
Fees for servicesLn 2g$1.6M
Investment incomeLn 3$24K
Money outPt IX
$1.6M
Ln 25
Owns and owesPt X
$499K
net assets · Ln 32
Cash and savingsLn 1–2$219K
Total assetsLn 16$513K
LiabilitiesLn 26$15K
PeoplePt VI, VII
1
listed · VII A
PaidVII A1
Voting boardVI 1a1
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.6M
Investment incomeLn 3$24K
Total revenueLn 12$1.6M
Assets in detailPt X, end of year
CashLn 1$193K
SavingsLn 2$27K
Cash and savings togetherLn 1–2$219K
InvestmentsLn 11–13$282K
Total assetsLn 16$513K
LiabilitiesLn 26$15K
Net assetsLn 32$499K
OperationsPt I, VI
EmployeesI 50
VolunteersI 61
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$224K$219K
InvestmentsLn 11–13$242K$282K
Total assetsLn 16$479K$513K
LiabilitiesLn 26$19K$15K
Net assetsLn 32$460K$499K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$1.4M
Pay of current officers, directors and key staffLn 5$24K
Management feesLn 11a$24K
Legal feesLn 11b$2K
Accounting feesLn 11c$18K
Other fees for servicesLn 11g$109K
Office expensesLn 13$5K
InsuranceLn 23$9K
Total functional expensesLn 25$1.6M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.6M$1.6M$22K$499K 990 PDF
FY2023 $1.5M$1.5M$16K$460K 990 PDF
FY2022 $1.3M$1.3M$18K$446K 990 PDF
FY2021 $1.3M$1.3M$37K$497K 990 PDF
FY2020 $1.4M$1.4M$40K$442K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $1,633,725 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,609,747$1,609,747
VIII-3 Investment incomeExcluded from tax $23,978$23,978
VIII-12 Total revenueRelated to mission $1,609,747 · Unrelated business $0 · Excluded from tax $23,978$1,633,725
Part IX · Statement of functional expenses $1,611,572 across 8 lines filed
IX-4 Benefits paid to or for members$1,420,671
IX-5 Pay of current officers, directors and key staff$24,000
IX-11a Management fees$24,000
IX-11b Legal fees$2,080
IX-11c Accounting fees$17,550
IX-11g Other fees for services$109,344
IX-13 Office expenses$5,412
IX-23 Insurance$8,515
IX-25 Total functional expenses$1,611,572
Part X · Balance sheet $513,185 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $197,912$192,711
X-2 Savings and temporary cash investmentsStart of year $26,305$26,657
X-4 Accounts receivableStart of year $12,771$12,048
X-11 Publicly traded securitiesStart of year $241,639$281,769
X-16 Total assetsStart of year $478,627$513,185
X-17 Accounts payable and accrued expensesStart of year $2,822$3,511
X-25 Other liabilitiesStart of year $15,922$11,134
X-26 Total liabilitiesStart of year $18,744$14,645
X-32 Total net assets or fund balancesStart of year $459,883$498,540
X-33 Total liabilities and net assetsStart of year $478,627$513,185
Part XI · Reconciliation of net assets $498,540 net assets at year end
XI-1 Total revenue$1,633,725
XI-2 Total expenses$1,611,572
XI-3 Revenue less expenses$22,153
XI-4 Net assets at start of year$459,883
XI-5 Net unrealized gains (losses) on investments$16,504
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$498,540

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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