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← EVERGREEN TEACHERS ASSOCIATION HEALTH AND WELFARE TRUST

Form 990 for tax year 2023

Filed by EVERGREEN TEACHERS ASSOCIATION HEALTH AND WELFARE TRUST.

Totals

Total revenue
$1,513,691
Total expenses
$1,407,299
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$954,668
Investment income
$559,023
Other revenue
$0
Total assets, end of year
$10,316,988
Total liabilities, end of year
$115,367
Net assets or fund balances, end of year
$10,201,621
Program services expenses (Part IX)
$1,266,327
Management and general expenses
$140,972
Fundraising expenses
$0
Program service expenses (Part III)
$1,266,327

Program services were 90.0% 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.

  • 2a · Program service revenue: DISTRICT CONTRIBUTIONS

    total $599,649 · related or exempt $599,649

  • 2b · Program service revenue: MEMBERS' CONTRIBUTIONS

    total $355,019 · related or exempt $355,019

  • 3 · Investment income

    total $228,418 · excluded $228,418

  • 7a · Gross sales of assets other than inventory

    securities $3,578,791

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

    securities $3,248,186

  • 7c · Gain or loss

    securities $330,605

  • 7d · Net gain or loss

    total $330,605 · excluded $330,605

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $1,266,327 · program services $1,266,327

  • 11c · Fees: accounting

    total $11,000 · management and general $11,000

  • 11f · Fees: investment management

    total $22,622 · management and general $22,622

  • 24a · Other expenses: ADMINISTRATION

    total $87,657 · management and general $87,657

  • 24b · Other expenses: ACTUARY

    total $12,500 · management and general $12,500

  • 24c · Other expenses: INSURANCE

    total $6,572 · management and general $6,572

  • 24d · Other expenses: PRINTING, POSTAGE AND O

    total $621 · management and general $621

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,440 · end of year $15,300

  • 2 · Savings and temporary cash investments

    beginning of year $52,369 · end of year $27,344

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,692 · end of year $4,003

  • 11 · Investments: publicly traded securities

    beginning of year $8,986,019 · end of year $10,218,986

  • 15 · Other assets

    beginning of year $53,074 · end of year $51,355

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,955 · end of year $6,861

  • 25 · Other liabilities

    beginning of year $102,125 · end of year $108,506

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $8,996,514 · end of year $10,201,621

Mission and programs · 2023

Mission

THE PURPOSE OF THIS TRUST IS TO COLLECT EMPLOYER AND PARTICIPANT CONTRIBUTIONS FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANT AND THEIR DEPENDENTS.

Activities or mission (Part I)

PROVIDING HEALTH BENEFIT TO ELIGIBLE PARTICIPANTS

  • PROVIDE INSURED HEALTH BENEFITS TO PARTICIPANTS.

    Expenses $870,694 · Revenue $954,668

  • PROVIDE SELF FUNDED HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS

    Expenses $395,633

As filed on the 2023 return.

Listed in Part VII

  • Andy Schorr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kimberly Gurley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ray Mocherman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Merrilee Claverie

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Margaret Hoang

    TRUSTEE-CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Robin Caldwell

    TRUSTEE ELECT

    Total calculated
    $0
    Hours/week
    1

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
17 June 2025
IRS schema version
2023v6.0
Source object
202501699349300600

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