BD OF TRUSTEES EVERGREEN HEALTH AND WELFARE TRUST

EIN: 776019718

SAN JOSE, CA

Total Revenue
$1,971,897
Total Expenses
$1,555,213
Total Assets
$10,991,081
Net Assets
$10,863,551
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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
CA
Principal Officer
MARGARET HOANG
Phone
4082884400
Tax Period
2024-09-01 to 2025-08-31

BD OF TRUSTEES EVERGREEN HEALTH AND WELFARE TRUST, founded in 1985, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $417K, a strong 21% operating margin.

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.

Program Service Accomplishments

Program 1
Expenses: $1,016,259 Revenue: $1,110,686

PROVIDE INSURED HEALTH BENEFITS TO PARTICIPANTS.

Program 2
Expenses: $384,424

PROVIDE SELF FUNDED HEALTH BENEFITS 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,110,686
Investment Income $861,211
Other Revenue $0
TOTAL REVENUE $1,971,897

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,400,683
Other Expenses $154,530
TOTAL EXPENSES $1,555,213

Year-over-Year Comparison

2024 2023 Change
Revenue $1,971,897 $1,513,691 +0.3%
Expenses $1,555,213 $1,407,299 +0.1%
Net Income $416,684 $106,392 +2.9%
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

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Governance

Voting Members
5
Independent Members
5
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
0
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
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
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
2025 $1,971,897 $1,555,213 $10,991,081 $416,684
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
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