Evergreen Security Trust
990 • Fiscal year 2012 • EIN 91-0630779
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Flat$7,026,342
Flat from 2012
Net Assets
Flat$754,677
Flat from 2012
Liabilities
Flat$6,271,665
Flat from 2012
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Flat$47,583,936
Flat from 2012
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2012 to Dec 31, 2012
- Signed
- May 31, 2013
- Return Version
- 2012v2.0
- Gross Receipts
- $47,751,840
Mission and Program Overview
Mission
To provide high quality, affordable employee benefits programs to participating trust employers.
Filing and Contact Details
Filer
- EIN
- 91-0630779
Raw XML AppendixShowing 400 of 410 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReview | 0 | false |
| IRS990/AccountsPayableAccruedExpenses/BOY | 0 | 571909 |
| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 673143 |
| IRS990/AccountsReceivable/BOY | 0 | 2368877 |
| IRS990/AccountsReceivable/EOY | 0 | 2138936 |
| IRS990/ActivitiesConductedPartnership | 0 | false |
| IRS990/ActivityOrMissionDescription | 0 | TO PROVIDE HIGH QUALITY, AFFORDABLE EMPLOYEE BENEFITS PROGRAMS TO PARTICIPATING TRUST EMPLOYERS. |
| IRS990/Advertising/Total | 0 | 0 |
| IRS990/AllAffiliatesIncluded | 0 | false |
| IRS990/AllOtherExpenses/Total | 0 | 0 |
| IRS990/AnnualDisclosureCoveredPersons | 0 | true |
| IRS990/AuditCommittee | 0 | true |
| IRS990/BenefitsPaidToMembersCY | 0 | 42440166 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 30416549 |
| IRS990/BenefitsToMembers/Total | 0 | 42440166 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | false |
| IRS990/BsnssRltnshpWithOrganization | 0 | false |
| IRS990/CashNonInterestBearing/BOY | 0 | 4443 |
| IRS990/CashNonInterestBearing/EOY | 0 | 5816 |
| IRS990/ChangesToOrganizingDocs | 0 | false |
| IRS990/CollectionsOfArt | 0 | false |
| IRS990/CompCurrentOfficersDirectors/Total | 0 | 237933 |
| IRS990/CompDisqualPersons/Total | 0 | 0 |
| IRS990/CompensationFromOtherSources | 0 | false |
| IRS990/CompensationProcessCEO | 0 | false |
| IRS990/CompensationProcessOther | 0 | false |
| IRS990/ComplianceWithBackupWitholding | 0 | true |
| IRS990/ConferencesMeetings/Total | 0 | 0 |
| IRS990/ConflictOfInterestPolicy | 0 | true |
| IRS990/ConservationEasements | 0 | false |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | false |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 0 | 600 STEWART STREET SUITE 1210 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 1 | 220 W Mercer Street Suite 400 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 2 | 1301 FIFTH AVE 1301 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 3 | 12121 HARBOUR BEACH DRIVE 105 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 0 | SEATTLE |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 1 | Seattle |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 2 | SEATTLE |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 3 | MUKILTEO |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 0 | WA |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 1 | WA |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 2 | WA |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 3 | WA |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 0 | 98101 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 1 | 98119 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 2 | 98101 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 3 | 98275 |
| IRS990/ContractorCompensation/Compensation | 0 | 206612 |
| IRS990/ContractorCompensation/Compensation | 1 | 188409 |
| IRS990/ContractorCompensation/Compensation | 2 | 237933 |
| IRS990/ContractorCompensation/Compensation | 3 | 1427596 |
| IRS990/ContractorCompensation/Compensation | 4 | 8526557 |
| IRS990/ContractorCompensation/DescriptionOfServices | 0 | broker |
| IRS990/ContractorCompensation/DescriptionOfServices | 1 | broker |
| IRS990/ContractorCompensation/DescriptionOfServices | 2 | legal |
| IRS990/ContractorCompensation/DescriptionOfServices | 3 | CONSULTANT AND BROKE |
| IRS990/ContractorCompensation/DescriptionOfServices | 4 | CONTRACT ADMINISTRAT |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 0 | The Unity Group |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 1 | R L EVANS COMPANY INC |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 2 | Ekman Bohrer & Thulin PS |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 3 | DIAMARTINO ASSOCIATES INC |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 4 | BENEFIT SOLUTIONS INC |
| IRS990/ContributionsGrantsCurrentYear | 0 | 0 |
| IRS990/CreditCounseling | 0 | false |
| IRS990/DecisionsSubjectToApproval | 0 | false |
| IRS990/DeductibleContributionsOfArt | 0 | false |
| IRS990/DeductibleNonCashContributions | 0 | false |
| IRS990/DelegationOfManagementDuties | 0 | true |
| IRS990/DepreciationDepletion/Total | 0 | 0 |
| IRS990/DescribedIn501C3 | 0 | false |
| IRS990/Description | 0 | PROVIDED HEALTH, DENTAL, VISION, LIFE INSURANCE AND AD&D BENEFITS FOR ELIGIBLE PARTICIPANTS. |
| IRS990/DisregardedEntity | 0 | false |
| IRS990/DistributionToDonor | 0 | false |
| IRS990/DocumentRetentionPolicy | 0 | true |
| IRS990/DonorAdvisedFunds | 0 | false |
| IRS990/DoNotFollowSFAS117 | 0 | X |
| IRS990/ElectionOfBoardMembers | 0 | false |
| IRS990/EmploymentTaxReturnsFiled | 0 | false |
| IRS990/EscrowAccount | 0 | false |
| IRS990/ExcessBenefitTransaction | 0 | false |
| IRS990/ExcessBusinessHoldings | 0 | false |
| IRS990/FamilyOrBusinessRelationship | 0 | false |
| IRS990/FederalGrantAuditRequired | 0 | false |
| IRS990/FeesForServicesAccounting/Total | 0 | 9500 |
| IRS990/FeesForServicesInvstMgmntFees/Total | 0 | 0 |
| IRS990/FeesForServicesLegal/Total | 0 | 237933 |
| IRS990/FeesForServicesLobbying/Total | 0 | 0 |
| IRS990/FeesForServicesManagement/Total | 0 | 856557 |
| IRS990/FeesForServicesOther/Total | 0 | 1427596 |
| IRS990/FeesForServicesProfFundraising/Total | 0 | 0 |
| IRS990/FiledLieu1041 | 0 | false |
| IRS990/ForeignActivities | 0 | false |
| IRS990/ForeignFinancialAccount | 0 | false |
| IRS990/ForeignGrants/Total | 0 | 0 |
| IRS990/ForeignOffice | 0 | false |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 8.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 0 | 0.00 |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 0 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | GARY LAMARCHE |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 237933 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | Trustee |
| IRS990/Form990ProvidedToGoverningBody | 0 | true |
| IRS990/Form990-TFiled | 0 | false |
| IRS990/FormersListed | 0 | false |
| IRS990/FSAudited | 0 | true |
| IRS990/FSAuditedBasis/FinancialStatementSeparate | 0 | X |
| IRS990/FundraisingActivities | 0 | false |
| IRS990/GainOrLoss/Securities | 0 | -2346 |
| IRS990/Gaming | 0 | false |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsToDomesticIndividuals/Total | 0 | 0 |
| IRS990/GrantsToDomesticOrgs/Total | 0 | 0 |
| IRS990/GrantsToIndividuals | 0 | false |
| IRS990/GrantsToOrganizations | 0 | false |
| IRS990/GrantToRelatedPerson | 0 | false |
| IRS990/GrossAmountSalesAssets/Securities | 0 | 126473 |
| IRS990/GrossReceipts | 0 | 47751840 |
| IRS990/GroupReturnForAffiliates | 0 | false |
| IRS990/Hospital | 0 | false |
| IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | true |
| IRS990/IndoorTanningServices | 0 | false |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InformationTechnology/Total | 0 | 0 |
| IRS990/Insurance/Total | 0 | 9153 |
| IRS990/IntangibleAssets/EOY | 0 | 0 |
| IRS990/Interest/Total | 0 | 0 |
| IRS990/InventoriesForSaleOrUse/EOY | 0 | 0 |
| IRS990/InvestmentIncomeCurrentYear | 0 | 41044 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 43390 |
| IRS990/InvestmentIncomePriorYear | 0 | 13563 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 43390 |
| IRS990/InvestmentInJointVenture | 0 | false |
| IRS990/InvestmentsOtherSecurities/EOY | 0 | 0 |
| IRS990/InvestmentsProgramRelated/EOY | 0 | 0 |
| IRS990/InvestmentsPubTradedSecurities/BOY | 0 | 829841 |
| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 917377 |
| IRS990/InvestTaxExemptBonds | 0 | false |
| IRS990/LandBuildingsEquipmentBasisNet/EOY | 0 | 0 |
| IRS990/LessCostOthBasisSalesExpenses/Securities | 0 | 128819 |
| IRS990/LicensedMoreThanOneState | 0 | false |
| IRS990/LoanToOfficerOrDQP | 0 | false |
| IRS990/LobbyingActivities | 0 | false |
| IRS990/LocalChapters | 0 | false |
| IRS990/MaterialDiversionOrMisuse | 0 | false |
| IRS990/MembersOrStockholders | 0 | false |
| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | true |
| IRS990/MinutesOfGoverningBody | 0 | true |
| IRS990/MissionDescription | 0 | TO PROVIDE HIGH QUALITY, AFFORDABLE EMPLOYEE BENEFITS PROGRAMS TO PARTICIPATING TRUST EMPLOYERS. |
| IRS990/MoreThan5000KToIndividuals | 0 | false |
| IRS990/MoreThan5000KToOrganizations | 0 | false |
| IRS990/NbrIndependentVotingMembers | 0 | 0 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 1 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 1 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 665675 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 754677 |
| IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome | 0 | -2346 |
| IRS990/NetGainOrLossInvestments/TotalRevenueColumn | 0 | -2346 |
| IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn | 0 | 0 |
| IRS990/NetIncomeFromGaming/TotalRevenueColumn | 0 | 0 |
| IRS990/NetIncomeOrLoss/TotalRevenueColumn | 0 | 0 |
| IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn | 0 | 0 |
| IRS990/NonDeductibleContributions | 0 | false |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 3 |
| IRS990/NumberIndependentVotingMembers | 0 | 0 |
| IRS990/NumberIndividualsGT100K | 0 | 1 |
| IRS990/NumberOfContractorsGT100K | 0 | 11 |
| IRS990/NumberOfEmployees | 0 | 0 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/Occupancy/Total | 0 | 0 |
| IRS990/OfficeExpenses/Total | 0 | 5059 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | false |
| IRS990/OfficerMailingAddress | 0 | false |
| IRS990/OnBehalfOfIssuer | 0 | false |
| IRS990/Organization501c | 0 | X |
| IRS990/OtherAssetsTotal/EOY | 0 | 0 |
| IRS990/OtherEmployeeBenefits/Total | 0 | 0 |
| IRS990/OtherExpensePriorYear | 0 | 3469152 |
| IRS990/OtherExpensesCurrentYear | 0 | 4905837 |
| IRS990/OtherExpenses/Description | 0 | insurance Broker Commissions |
| IRS990/OtherExpenses/Total | 0 | 2357515 |
| IRS990/OtherLiabilities/BOY | 0 | 4781905 |
| IRS990/OtherLiabilities/EOY | 0 | 5598522 |
| IRS990/OtherNotesLoansReceivableNet/EOY | 0 | 0 |
| IRS990/OtherRevenueCurrentYear | 0 | 0 |
| IRS990/OtherSalariesAndWages/Total | 0 | 0 |
| IRS990/PartialLiquidation | 0 | false |
| IRS990/PaymentsToAffiliates/Total | 0 | 0 |
| IRS990/PayrollTaxes/Total | 0 | 0 |
| IRS990/PensionPlanContributions/Total | 0 | 0 |
| IRS990/PledgesAndGrantsReceivable/EOY | 0 | 0 |
| IRS990/PoliticalActivities | 0 | false |
| IRS990/PrepaidExpensesDeferredCharges/BOY | 0 | 1561 |
| IRS990/PrepaidExpensesDeferredCharges/EOY | 0 | 13043 |
| IRS990/PriorExcessBenefitTransaction | 0 | false |
| IRS990/ProfessionalFundraising | 0 | false |
| IRS990/ProgramServiceRevenueCY | 0 | 47581977 |
| IRS990/ProgramServiceRevenue/Description | 0 | self pay contributions |
| IRS990/ProgramServiceRevenue/Description | 1 | ER & EE contributions |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 34099200 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 0 | 291745 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 1 | 47290232 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 0 | 291745 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 1 | 47290232 |
| IRS990/ProhibitedTaxShelterTrans | 0 | false |
| IRS990/ReceivablesFromDisqualPersons/EOY | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtc/EOY | 0 | 0 |
| IRS990/ReconcilationRevenueExpenses | 0 | 39085 |
| IRS990/ReconciliationUnrealizedInvest | 0 | 49917 |
| IRS990/RegularMonitoringEnforcement | 0 | true |
| IRS990/RelatedEntity | 0 | true |
| IRS990/RelatedOrgControlledEntity | 0 | false |
| IRS990/ReportFin48Footnote | 0 | true |
| IRS990/ReportInvestOthSecurities | 0 | false |
| IRS990/ReportLandBldgEquip | 0 | false |
| IRS990/ReportOtherAssets | 0 | false |
| IRS990/ReportOtherLiabilities | 0 | true |
| IRS990/ReportProgRelInvest | 0 | false |
| IRS990/RetainedEarningsEndowmentEtc/BOY | 0 | 665675 |
| IRS990/RetainedEarningsEndowmentEtc/EOY | 0 | 754677 |
| IRS990/RevenuesLessExpensesCY | 0 | 39085 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | 56566 |
| IRS990/RoyaltiesRevenue/TotalRevenueColumn | 0 | 0 |
| IRS990/Royalties/Total | 0 | 0 |
| IRS990/SalariesEtcCurrentYear | 0 | 237933 |
| IRS990/SalariesEtcPriorYear | 0 | 170496 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 2814767 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 3951170 |
| IRS990/ScheduleBRequired | 0 | false |
| IRS990ScheduleD/ExpensesNotRptdOnFinStmt | 0 | 816617 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 46767319 |
| IRS990ScheduleD/FootnoteInPartXIII | 0 | X |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 0 | benefit obligations at 12/31/2011 $-4781905 benefit obligations at 12/31/2012 $5598522 |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 1 | Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the Plan has taken an uncetiain position that more likely than not would not be sustained upon examination by the IRS. The Plan administrator has analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2012 and 2011, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Plan administrator believes it is no longer subject to income tax examinations for years prior to 2009. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 0 | Part XII, Line 4b |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 1 | Part X |
| IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference | 0 | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S |
| IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference | 1 | Part X : FIN48 Footnote |
| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | 49917 |
| IRS990ScheduleD/OtherExpensesNotIncluded | 0 | 816617 |
| IRS990ScheduleD/OtherLiabilities/Amount | 0 | 5598522 |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | 49917 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 47623021 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 47583936 |
| IRS990ScheduleD/TotalOfAmounts | 0 | 5598522 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 47623021 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 46767319 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 47672938 |
| IRS990ScheduleJ/EquityBasedCompArrangement | 0 | false |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 0 | 237933 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 0 | GARY LAMARCHE |
| IRS990ScheduleJ/Form990ScheduleJPartII/Title | 0 | Trustee |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg | 0 | 237933 |
| IRS990/ScheduleJRequired | 0 | true |
| IRS990ScheduleJ/SeverancePayment | 0 | false |
| IRS990ScheduleJ/SupplementalNonqualRetirePlan | 0 | false |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | No documents available to the public. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | THE CONFLICT OF INTEREST POLICY COVERS ALL PERSONS DEFINED UNDER ERISA AS PARTIES-IN-INTEREST. ALL PARTIES-IN-INTEREST HAVE A DUTY TO DISCLOSE THE EXISTENCE OR OCCURRENCE OF A PROHIBITED TRANSACTION AS DEFINED BY ERISA TO THE TRUSTEE BY WAY OF CORRESPONDENCE TO THE ADMINISTRATIVE AGENT. ALSO, IN CONJUNCTION WITH THE ANNUAL AUDIT, THE INDEPENDENT AUDITOR HAS A DUTY TO CONTACT IN WRITING ALL PARTIES-IN-INTEREST INQUIRING OF THEIR KNOWLEDGE OR SUSPICION OF ANY ALLEGED PROHIBITED TRANSACTION. ALL RESPONSES ARE REQUIRED TO BE CONFIRMED IN WRITING TO THE AUDITOR. THE AUDITOR IS REQUIRED TO REPORT BY WAY OF SEPARATE CORRESPONDENCE TO THE TRUSTEE ANY ALLEGATIONS OF PROHIBITED TRANSACTION(S). UPON RECEIPT OF INFORMATION ALLEGING A PROHIBITED TRANSACTION, THE TRUSTEE OR SUCH DESIGNATED DIS-INTERESTED ADVISOR IS REQUIRED TO IMMEDIATELY UNDERTAKE AN INVESTIGATION AND REPORT. THE INVESTIGATION IS TO INCLUDE A REVIEW OF ALL APPLICABLE FACTS AND DOCUMENTS, THE SPECIFIC PROVISIONS OF ERISA ALLEGED TO HAVE BEEN VIOLATED, AND ANY APPLICABLE EXEMPTIONS FROM PROHIBITED TRANSACTIONS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | A COPY OF THE TRUST'S FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY OF THE TRUST PRIOR TO ITS FILING WITH THE IRS. PRIOR TO FILING THE FORM 990 WITH THE IRS, THE ORGANIZATION'S TRUSTEE REVIEWED THE FORM 990 FOR ACCURACY AND COMPLETENESS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | THE TRUST HAS CONTRACTED WITH BENEFIT SOLUTIONS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE PLAN. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | Form 990, Part VI, Line 19 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | Form 990, Part VI, Line 12c |
| IRS990ScheduleO/GeneralExplanation/Identifier | 2 | Form 990, Part VI, Line 11b |
| IRS990ScheduleO/GeneralExplanation/Identifier | 3 | Form 990, Part VI, Line 3 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | Form 990, Part VI, Line 11b: Form 990 Review Process |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company |
| IRS990/ScheduleORequired | 0 | false |
| IRS990ScheduleR/DividendsRelatedOrganization | 0 | false |
| IRS990ScheduleR/ExchangeOfAssets | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 0 | 104 S Division |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 0 | Spokane |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 0 | WA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 0 | 99202 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA | 0 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 0 | 111111111 |
| IRS990ScheduleR/Form990ScheduleRPartIII/AddressUS/AddressLine1 | 0 | 104 S Division |
| IRS990ScheduleR/Form990ScheduleRPartIII/AddressUS/City | 0 | spokane |
| IRS990ScheduleR/Form990ScheduleRPartIII/AddressUS/State | 0 | WA |
| IRS990ScheduleR/Form990ScheduleRPartIII/AddressUS/ZIPCode | 0 | 99202 |
| IRS990ScheduleR/Form990ScheduleRPartIII/DirectControllingEntityNA | 0 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartIII/DisproportionateAllocations | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartIII/EIN | 0 | 222222222 |
| IRS990ScheduleR/Form990ScheduleRPartIII/GeneralOrManagingPartner | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartIII/LegalDomicileState | 0 | WA |
| IRS990ScheduleR/Form990ScheduleRPartIII/NameOfRelatedOrg/BusinessNameLine1 | 0 | See attached - Sch r responses Partnersh |
| IRS990ScheduleR/Form990ScheduleRPartIII/PrimaryActivity | 0 | health and security |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 0 | WA |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 0 | see attached Sch R responses - tax exemp |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 0 | tax exempt |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 0 | 104 S Division |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 0 | Spokane |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 0 | WA |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode | 0 | 99202 |
| IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartIV/DirectControllingEntityNA | 0 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartIV/EIN | 0 | 333333333 |
| IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState | 0 | WA |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 0 | See Attached Sch R responses - corporati |
| IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity | 0 | health and security |
| IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity | 0 | corp |
| IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg | 0 | false |
| IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrg | 0 | false |
| IRS990ScheduleR/OtherTransferFromOtherOrg | 0 | true |
| IRS990ScheduleR/OtherTransferToOtherOrg | 0 | false |
| IRS990ScheduleR/PerformOfServicesByOtherOrgs | 0 | false |
| IRS990ScheduleR/PerformOfServicesForOtherOrgs | 0 | false |
| IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties | 0 | false |
| IRS990ScheduleR/ReimbursementPaidByOtherOrg | 0 | false |
| IRS990ScheduleR/ReimbursementPaidToOtherOrg | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs | 0 | false |
| IRS990ScheduleR/SaleOfAssetsToOtherOrg | 0 | false |
| IRS990ScheduleR/SharingOfFacilities | 0 | false |
| IRS990ScheduleR/SharingOfPaidEmployees | 0 | false |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved | 0 | 47290232 |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination | 0 | accrual |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine1 | 0 | see attached Sch R responses - tax exemp |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType | 0 | s |
| IRS990/School | 0 | false |
| IRS990/SignificantChange | 0 | false |
| IRS990/SignificantNewProgramServices | 0 | false |
| IRS990/StateLegalDomicile | 0 | WA |
| IRS990/SubjectToProxyTax | 0 | false |
| IRS990/TaxableDistributions | 0 | false |
| IRS990/TaxablePartyNotification | 0 | false |
| IRS990/TaxExemptBonds | 0 | false |
| IRS990/Terminated | 0 | false |
| IRS990/TermOrPermanentEndowments | 0 | false |
| IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1 | 0 | P O BOX 1832 |
| IRS990/TheBooksAreInCareOf/AddressUS/City | 0 | BOTHELL |
| IRS990/TheBooksAreInCareOf/AddressUS/State | 0 | WA |
| IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode | 0 | 98041 |
| IRS990/TheBooksAreInCareOf/NamePerson | 0 | DAVIDSON DAVIDSON HAWKINS |
| IRS990/TheBooksAreInCareOf/TelephoneNumber | 0 | 4254872676 |
| IRS990/TotalAssets/BOY | 0 | 6019489 |
| IRS990/TotalAssetsBOY | 0 | 6019489 |
| IRS990/TotalAssets/EOY | 0 | 7026342 |
| IRS990/TotalAssetsEOY | 0 | 7026342 |
| IRS990/TotalCompGT150K | 0 | true |
| IRS990/TotalContributions | 0 | 0 |
| IRS990/TotalExpensesCurrentYear | 0 | 47583936 |
| IRS990/TotalExpensesPriorYear | 0 | 34056197 |
| IRS990/TotalFunctionalExpenses/Fundraising | 0 | 0 |
| IRS990/TotalFunctionalExpenses/ManagementAndGeneral | 0 | 0 |
| IRS990/TotalFunctionalExpenses/ProgramServices | 0 | 0 |
| IRS990/TotalFunctionalExpenses/Total | 0 | 47583936 |
| IRS990/TotalFundrsngExpCurrentYear | 0 | 0 |
| IRS990/TotalGrossUBI | 0 | 0 |
| IRS990/TotalLiabilities/BOY | 0 | 5353814 |
| IRS990/TotalLiabilitiesBOY | 0 | 5353814 |
| IRS990/TotalLiabilities/EOY | 0 | 6271665 |
| IRS990/TotalLiabilitiesEOY | 0 | 6271665 |
| IRS990/TotalLiabNetAssetsFundBalances/BOY | 0 | 6019489 |
| IRS990/TotalLiabNetAssetsFundBalances/EOY | 0 | 7026342 |
| IRS990/TotalNbrEmployees | 0 | 0 |
| IRS990/TotalNetAssetsFundBalances/BOY | 0 | 665675 |
| IRS990/TotalNetAssetsFundBalances/EOY | 0 | 754677 |
| IRS990/TotalOtherRevenue | 0 | 0 |
| IRS990/TotalProfFundrsngExpCY | 0 | 0 |
| IRS990/TotalProgramServiceRevenue | 0 | 47581977 |
| IRS990/TotalReportableCompFromOrg | 0 | 237933 |
| IRS990/TotalRevenueCurrentYear | 0 | 47623021 |
| IRS990/TotalRevenue/ExclusionAmount | 0 | 43390 |
| IRS990/TotalRevenuePriorYear | 0 | 34112763 |
| IRS990/TotalRevenue/RelatedOrExemptFunctionIncome | 0 | 47579631 |
| IRS990/TotalRevenue/TotalRevenueColumn | 0 | 47623021 |
| IRS990/TransactionRelatedEntity | 0 | false |
| IRS990/TransfersToExemptNonChrtblOrg | 0 | false |
| IRS990/TravelEntrtnmntPublicOfficials/Total | 0 | 0 |
| IRS990/Travel/Total | 0 | 2524 |
| IRS990/TypeOfOrganizationTrust | 0 | X |
| IRS990/UnrelatedBusinessIncome | 0 | false |
| IRS990/UponRequest | 0 | X |
| IRS990/WebSite | 0 | WWW.EVERGREENSECURITYTRUST.COM |
| IRS990/WhistleblowerPolicy | 0 | true |
| IRS990/YearFormation | 0 | 1953 |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/Filer/EIN | 0 | 910630779 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | EVERGREEN SECURITY TRUST |
| ReturnHeader/Filer/NameControl | 0 | EVER |
| ReturnHeader/Filer/Phone | 0 | 4257717359 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 12121 HARBOUR REACH DRIVE |
| ReturnHeader/Filer/USAddress/City | 0 | MUKILTEO |
| ReturnHeader/Filer/USAddress/State | 0 | WA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 98275 |
| ReturnHeader/Officer/AuthorizeThirdParty | 0 | true |
| ReturnHeader/Officer/DateSigned | 0 | 2013-05-31 |
| ReturnHeader/Officer/Name | 0 | GARY LAMARCHE |
| ReturnHeader/Officer/Title | 0 | Trustee |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | ANASTASI MOORE & MARTIN PLLC |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 104 S Division |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $7,026,342
- Liabilities
- $6,271,665
- Net assets
- $754,677
- Revenue
- -
- Expenses
- $47,583,936
- Net income
- -