EVERGREEN TEACHERS ASSOCIATION HEALTH AND WELFARE TRUST
EIN 77-6019718 SAN JOSE, CA
- Revenue 2024
- $1,971,897
- Expenses 2024
- $1,555,213
Program services were 90.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 09
- Classification
- 1000
- Street
- 6800 SANTA TERESA BLVD STE 100
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Other organizations at this address
6 other organizations in the IRS Business Master File list the same street address. matched by us
This address is a suite or unit (STE 100). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
-
C M T A-BOILERMAKER-BLACKSMITH EMPLOYEE BENEFITS TRUST
EIN 94-6173636
-
CMTA GLASS MOLDERS POTTERY PLASTICS AND ALLIED WORKERS WELFARE PLAN
EIN 94-6115375
-
IBEW LOCAL 332 HEALTH WELFARE PLAN
EIN 94-6401540
-
IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR
EIN 77-0234638
-
ROOFERS HEALTH & WELFARE TRUST FUND OF NORTHERN CALIFORNIA
EIN 94-6074642
-
SAN MATEO HOTEL EMPLOYEES AND RESTAURANT EMPLOYEES WELFARE FUND
EIN 94-6081299
Mission and programs · 2024
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 $1,016,259 · Revenue $1,110,686
-
PROVIDE SELF FUNDED HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS
Expenses $384,424
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Andy SchorrANDY SCHORR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly GurleyKIMBERLY GURLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ray MochermanRAY MOCHERMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Merrilee ClaverieMERRILEE CLAVERIE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Margaret HoangMARGARET HOANG
TRUSTEE-CHAIRPERSON
- 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $1,971,897
- Expenses
- $1,555,213
- Contributions
- $0
- Grants paid
- $0
-
2023
- Revenue
- $1,513,691
- Expenses
- $1,407,299
- Contributions
- $0
- Grants paid
- $0
-
2022
- Revenue
- $1,536,576
- Expenses
- $1,410,825
- Contributions
- $0
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $2,094,950
- Expenses
- $1,498,595
- Assets (EOY)
- $8,725,096
-
2020 · 990
- Revenue
- $1,714,317
- Expenses
- $1,501,338
- Assets (EOY)
- $10,588,664
-
2019 · 990
- Revenue
- $1,629,808
- Expenses
- $1,483,286
- Assets (EOY)
- $9,024,458
-
2018 · 990
- Revenue
- $1,773,548
- Expenses
- $1,474,283
- Assets (EOY)
- $8,365,856
-
2017 · 990
- Revenue
- $1,747,681
- Expenses
- $1,371,399
- Assets (EOY)
- $8,451,525
-
2016 · 990
- Revenue
- $1,552,683
- Expenses
- $1,276,570
- Assets (EOY)
- $7,775,885
-
2015 · 990
- Revenue
- $1,662,296
- Expenses
- $1,242,493
- Assets (EOY)
- $7,090,819
-
2014 · 990
- Revenue
- $1,824,260
- Expenses
- $1,262,842
- Assets (EOY)
- $6,491,684
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.