Evergreen Teachers Association Health And Welfare Trust is located in San Jose, CA. The organization was established in 1986. According to its NTEE Classification (B03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Evergreen Teachers Association Health And Welfare Trust is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.
For the year ending 08/2021, Evergreen Teachers Association Health And Welfare Trust generated $1.7m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 0.5% each year. All expenses for the organization totaled $1.5m during the year ending 08/2021. While expenses have increased by 3.2% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDING HEALTH BENEFIT TO ELIGIBLE PARTICIPANTS
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDE INSURED HEALTH BENEFITS TO PARTICIPANTS.
PROVIDE SELF FUNDED HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Andy Schorr Trustee | Trustee | 1 | $0 |
Ray Mocherman Trustee | Trustee | 1 | $0 |
Kimberly Gurley Trustee | Trustee | 1 | $0 |
Merrilee Claverie Trustee | Trustee | 1 | $0 |
Margaret Hoang Trustee-Chairperson | Trustee | 1 | $0 |
Robin Caldwell Trustee Elect | Trustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $0 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
Total Program Service Revenue | $1,186,308 |
Investment income | $129,435 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $398,574 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $1,714,317 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $1,360,898 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $0 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $9,500 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $28,542 |
Fees for services: Other | $0 |
Advertising and promotion | $0 |
Office expenses | $0 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $0 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $0 |
Insurance | $0 |
All other expenses | $0 |
Total functional expenses | $1,501,338 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $5,394 |
Savings and temporary cash investments | $23,278 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $3,175 |
Net Land, buildings, and equipment | $0 |
Investments—publicly traded securities | $10,505,348 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $51,469 |
Total assets | $10,588,664 |
Accounts payable and accrued expenses | $6,523 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $112,581 |
Total liabilities | $119,104 |
Net assets without donor restrictions | $0 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $10,469,560 |
Total liabilities and net assets/fund balances | $10,588,664 |
Over the last fiscal year, we have identified 2 grants that Evergreen Teachers Association Health And Welfare Trust has recieved totaling $230.
Awarding Organization | Amount |
---|---|
Partners In Education Enrichment Resourcing Foundation San Jose, CA PURPOSE: ACCOUNT CLOSE OUT PAYMENTS | $115 |
Partners In Education Enrichment Resourcing Foundation San Jose, CA PURPOSE: ACCOUNT CLOSE OUT PAYMENTS | $115 |
Organization Name | Assets | Revenue |
---|---|---|
California School Boards Association West Sacramento, CA | $20,596,502 | $19,484,567 |
Clark County Education Association Las Vegas, NV | $9,610,154 | $9,258,447 |
American Federation Of Teachers Lc 6361 San Francisco, CA | $2,978,110 | $8,081,042 |
California Association For Bilingual Education Walnut, CA | $8,277,202 | $6,094,460 |
Nevada State Education Association Las Vegas, NV | $3,615,920 | $4,845,245 |
Fund For Portland Public Schools Portland, OR | $3,364,436 | $3,238,281 |
California Teachers Association Economic Benefits Trust Burlingame, CA | $165,814,137 | $17,454,519 |
San Diego Education Association San Diego, CA | $3,000,891 | $2,995,523 |
California Library Association Pasadena, CA | $1,987,404 | $2,763,613 |
Debbie Allen Dance Inc Los Angeles, CA | $25,620,452 | $12,139,925 |
California It In Education Sacramento, CA | $2,831,192 | $2,707,740 |
Music Teachers Association Of California Walnut Creek, CA | $2,327,527 | $2,654,962 |