BD OF TRUSTEES EVERGREEN HEALTH AND WELFARE TRUST (EIN 776019718) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

MARGARET HOANG

Phone

4082884400

Tax Period

2023-09-01 to 2024-08-31

BD OF TRUSTEES EVERGREEN HEALTH AND WELFARE TRUST, founded in 1985, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2023. Expenses of $1.4M left a modest 7% surplus.

Mission

PROVIDING HEALTH BENEFIT TO ELIGIBLE PARTICIPANTS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $954,668

Investment Income $559,023

Other Revenue $0

TOTAL REVENUE $1,513,691

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,266,327

Other Expenses $140,972

TOTAL EXPENSES $1,407,299

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,513,691	$1,536,576	0.0%
Expenses	$1,407,299	$1,410,825	0.0%
Net Income	$106,392	$125,751	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDY SCHORR	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLY GURLEY	TRUSTEE	1.00	Director	$0	$0	$0
RAY MOCHERMAN	TRUSTEE	1.00	Director	$0	$0	$0
MERRILEE CLAVERIE	TRUSTEE	1.00	Director	$0	$0	$0
MARGARET HOANG	TRUSTEE-CHAIRPERSON	1.00	Director	$0	$0	$0
ROBIN CALDWELL	TRUSTEE ELECT	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,513,691	$1,407,299	$10,316,988	$106,392
2023	$1,536,576	$1,410,825	$9,105,594	$125,751
2022	$2,094,950	$1,498,595	$8,725,096	$596,355
2021	$1,714,317	$1,501,338	$10,588,664	$212,979
2020	$1,629,808	$1,483,286	$9,024,458	$146,522
2019	$1,773,548	$1,474,283	$8,365,856	$299,265
2018	$1,747,681	$1,371,399	$8,451,525	$376,282

BD OF TRUSTEES EVERGREEN HEALTH AND WELFARE TRUST