Nonprofit · EIN 77-6019718
EVERGREEN TEACHERS ASSOCIATION HEALTH AND WELFARE TRUST
Tax-exempt · SAN JOSE, CA 95119
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $1,971,897 | $1,555,213 | $416,684 | $10,991,081 | $127,530 | $10,863,551 |
| August 31, 2024 | 990 | $1,513,691 | $1,407,299 | $106,392 | $10,316,988 | $115,367 | $10,201,621 |
| August 31, 2023 | 990 | $1,536,576 | $1,410,825 | $125,751 | $9,105,594 | $109,080 | $8,996,514 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,110,686
- Investment income
- $861,211
- Net gain from sales of assets
- $618,728
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,400,683
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $11,550
- Program services (functional)
- $1,400,683
- Management and general (functional)
- $154,530
Balance sheet and other
- Total assets, start of year
- $10,316,988
- Total assets, end of year
- $10,991,081
- Total liabilities, end of year
- $127,530
- Net assets, end of year
- $10,863,551
- Publicly traded securities
- $10,921,874
- Gross receipts
- $3,221,726
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1985
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDY SCHORR | TRUSTEE Trustee or director | 1 | $0 |
| KIMBERLY GURLEY | TRUSTEE Trustee or director | 1 | $0 |
| RAY MOCHERMAN | TRUSTEE Trustee or director | 1 | $0 |
| MERRILEE CLAVERIE | TRUSTEE Trustee or director | 1 | $0 |
| MARGARET HOANG | TRUSTEE-CHAIRPERSON Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDY SCHORR | TRUSTEE Trustee or director | 1 | $0 |
| KIMBERLY GURLEY | TRUSTEE Trustee or director | 1 | $0 |
| RAY MOCHERMAN | TRUSTEE Trustee or director | 1 | $0 |
| MERRILEE CLAVERIE | TRUSTEE Trustee or director | 1 | $0 |
| MARGARET HOANG | TRUSTEE-CHAIRPERSON Trustee or director | 1 | $0 |
| ROBIN CALDWELL | TRUSTEE ELECT Trustee or director | 1 | $0 |
990 for the year ended August 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDY SCHORR | TRUSTEE Trustee or director | 1 | $0 |
| KIMBERLY GURLEY | TRUSTEE Trustee or director | 1 | $0 |
| RAY MOCHERMAN | TRUSTEE Trustee or director | 1 | $0 |
| MERRILEE CLAVERIE | TRUSTEE Trustee or director | 1 | $0 |
| MARGARET HOANG | TRUSTEE-CHAIRPERSON Trustee or director | 1 | $0 |
| ROBIN CALDWELL | TRUSTEE ELECT Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6800 SANTA TERESA BLVD STE 100, SAN JOSE, CA 95119-1239
- Principal officer (990 for 2024)
- MARGARET HOANG, 6800 SANTA TERESA BLVD SUITE 100, SAN JOSE, CA 95119
- Signed the 990
- MARGARET HOANG, TRUSTEE-CHAIRPERSON
- Phone
- (408) 288-4400
- Return prepared by
- INEICH & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-6019718 or by the name EVERGREEN TEACHERS ASSOCIATION HEALTH AND WELFARE TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 accomplishments
- PROVIDE INSURED HEALTH BENEFITS TO PARTICIPANTS.Expenses $1,016,259 · revenue $1,110,686
- PROVIDE SELF FUNDED HEALTH BENEFITS TO ELIGIBLE PARTICIPANTSExpenses $384,424
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 77-6019718
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1986
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $10,991,081
- Income (IRS master file)
- $3,221,726
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $1,971,897 | $1,555,213 | $10,991,081 | XML |
| 990 | August 2024 | $1,513,691 | $1,407,299 | $10,316,988 | XML |
| 990 | August 2023 | $1,536,576 | $1,410,825 | $9,105,594 | XML |
| 990 | August 2022 | $2,094,950 | $1,498,595 | $8,725,096 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-6019718).
Questions about EVERGREEN TEACHERS ASSOCIATION HEALTH AND WELFARE TRUST
- What is the EIN of EVERGREEN TEACHERS ASSOCIATION HEALTH AND WELFARE TRUST?
- The employer identification number (EIN) of EVERGREEN TEACHERS ASSOCIATION HEALTH AND WELFARE TRUST is 77-6019718.
- Is EVERGREEN TEACHERS ASSOCIATION HEALTH AND WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1986.
- Are donations to EVERGREEN TEACHERS ASSOCIATION HEALTH AND WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does EVERGREEN TEACHERS ASSOCIATION HEALTH AND WELFARE TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EVERGREEN TEACHERS ASSOCIATION HEALTH AND WELFARE TRUST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EVERGREEN TEACHERS ASSOCIATION HEALTH AND WELFARE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of EVERGREEN TEACHERS ASSOCIATION HEALTH AND WELFARE TRUST?
- The 990 for the year ended August 31, 2025 names MARGARET HOANG.
- Who are the officers and directors of EVERGREEN TEACHERS ASSOCIATION HEALTH AND WELFARE TRUST?
- The 990 for the year ended August 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does EVERGREEN TEACHERS ASSOCIATION HEALTH AND WELFARE TRUST have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $1,971,897, expenses of $1,555,213 and total assets of $10,991,081 at year end.
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