Civic Intelligence

Evergreen Security Trust

990 • Fiscal year 2014 • EIN 91-0630779

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 09, 2015

Organization ProfileWWW.EVERGREENSECURITYTRUST.COM

View Organization Page

12121 Harbour Reach DriveMukilteo, WA 98275

(425) 771-7359

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.47x

Higher debt load relative to assets than 88% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

43rd percentile

0.03x

Higher debt load relative to revenue than 43% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Net Margin

40th percentile

0.6%

Higher net margin than 40% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

81st percentile

$179,666

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Asset Growth

1st percentile

-78%

Faster asset growth than 1% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-31%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$1,855,706

Down $6,686,934 (-78%) from 2013

Net Assets

Up

$980,619

Up $211,781 (+28%) from 2013

Liabilities

Down

$875,087

Down $6,898,715 (-89%) from 2013

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin40th percentile

Revenue

Down

$33,228,785

Down $15,263,665 (-31%) from 2013

Expenses

Down

$33,025,914

Down $15,399,335 (-32%) from 2013

Net Income

Up

$202,871

Up $135,670 (+202%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2010: $4,236,346Liabilities 2010: $3,623,731Net Assets 2010: $612,6152010Assets 2011: $6,019,489Liabilities 2011: $5,353,814Net Assets 2011: $665,6752011Assets 2012: $7,026,342Liabilities 2012: $6,271,665Net Assets 2012: $754,6772012Assets 2013: $8,542,640Liabilities 2013: $7,773,802Net Assets 2013: $768,8382013Assets 2014: $1,855,706Liabilities 2014: $875,087Net Assets 2014: $980,6192014Assets 2015: $993,012Liabilities 2015: $36,629Net Assets 2015: $956,3832015Assets 2016: $918,125Liabilities 2016: $341,411Net Assets 2016: $576,7142016Assets 2017: $847,986Liabilities 2017: $332,963Net Assets 2017: $515,0232017Assets 2018: $429,551Liabilities 2018: $42,371Net Assets 2018: $387,1802018Assets 2019: $456,593Liabilities 2019: $46,064Net Assets 2019: $410,5292019Assets 2020: $498,057Liabilities 2020: $56,378Net Assets 2020: $441,6792020Assets 2021: $515,066Liabilities 2021: $17,599Net Assets 2021: $497,4672021Assets 2022: $460,211Liabilities 2022: $14,502Net Assets 2022: $445,7092022Assets 2023: $478,627Liabilities 2023: $18,744Net Assets 2023: $459,8832023Assets 2024: $513,185Liabilities 2024: $14,645Net Assets 2024: $498,5402024

Highlighted filing

2014

Assets$1,855,706
Liabilities$875,087
Net Assets$980,619
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $20,630,5102010Expenses 2011: $34,056,1972011Revenue 2012: $47,623,021Expenses 2012: $47,583,936Net Income 2012: $39,0852012Revenue 2013: $48,492,450Expenses 2013: $48,425,249Net Income 2013: $67,2012013Revenue 2014: $33,228,785Expenses 2014: $33,025,914Net Income 2014: $202,8712014Revenue 2015: $495,393Expenses 2015: $453,026Net Income 2015: $42,3672015Revenue 2016: $797,425Expenses 2016: $1,199,664Net Income 2016: -$402,2392016Revenue 2017: $1,259,463Expenses 2017: $1,338,428Net Income 2017: -$78,9652017Revenue 2018: $1,452,269Expenses 2018: $1,530,109Net Income 2018: -$77,8402018Revenue 2019: $1,433,288Expenses 2019: $1,458,483Net Income 2019: -$25,1952019Revenue 2020: $1,416,746Expenses 2020: $1,376,767Net Income 2020: $39,9792020Revenue 2021: $1,343,015Expenses 2021: $1,305,870Net Income 2021: $37,1452021Revenue 2022: $1,287,119Expenses 2022: $1,269,243Net Income 2022: $17,8762022Revenue 2023: $1,478,841Expenses 2023: $1,462,942Net Income 2023: $15,8992023Revenue 2024: $1,633,725Expenses 2024: $1,611,572Net Income 2024: $22,1532024

Highlighted filing

2014

Revenue$33,228,785
Expenses$33,025,914
Net Income$202,871
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 9, 2015
Return Version
2014v5.0
Gross Receipts
$33,228,785
Mission and Program Overview

Mission

To provide high quality, affordable employee benefits programs to participating trust employers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$768,838$980,619▲ $211,781
Investments in Publicly Traded Securities$927,817$933,274▲ $5,457
Savings and Temporary Cash Investments$3,926,556$820,428▼ $3,106,128
Accounts Receivable$3,657,540$54,037▼ $3,603,503
Prepaid Expenses and Deferred Charges$25,352$23,999▼ $1,353
Cash and Non-Interest-Bearing Accounts$5,375$23,968▲ $18,593
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$8,542,640$1,855,706▼ $6,686,934
Other Assets Total-$0-
Liabilities
Other Liabilities$6,919,638$818,452▼ $6,101,186
Accounts Payable and Accrued Expenses$854,164$56,635▼ $797,529
Total Liabilities$7,773,802$875,087▼ $6,898,715
Net Assets / Fund Balance
Total Net Assets Fund Balance$768,838$980,619▲ $211,781
Total Liabilities and Net Assets / Fund Balance$8,542,640$1,855,706▼ $6,686,934
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gary LamarcheTrusteePT$179,666$179,666

Highest Paid Contractors

ContractorServicesLocationCompensation
Diamartino Associates INCConsultant And Broke1301 FIFTH AVE 1301, Seattle, WA 98101$1,017,854
Benefit Solutions INCContract Administrat12121 HARBOUR BEACH DRIVE 105, Mukilteo, WA 98275$611,024
LifeMap AssurancebrokerPO Box 1271, Portland, OR 97207$181,028
Ekman Bohrer & Thulin PSlegal220 W Mercer Street Suite 400, Seattle, WA 98119$179,665
HUB Internationalbroker110 Unity Street, Bellingham, WA 98225$115,539
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$33,172,456
Investment Income
$56,329
Other Revenue
$0
Change in Net Assets
$202,871

Audited Revenue Reconciliation

Revenue per Audited Statements
$33,228,785
Revenue Not Reported on Form 990
$8,910
Total Revenue per Audited Statements
$33,237,695
Total Revenue per Form 990
$33,228,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,509,767
Salaries, Compensation, and Employee Benefits$179,666
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$29,336,481
Fees for Services Other---$1,017,854
Fees for Services Management---$611,024
Current Officers, Directors, Trustees, and Key Employees---$179,666
Fees for Services Legal---$179,665
Insurance---$36,147
Fees for Services Accounting---$11,500
Travel---$1,722
Other Expenses---$55
Total Functional Expenses$0$0$0$33,025,914

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$39,127,100
Total Expenses per Audited Statements$39,127,100
Total Expenses per Form 990$33,025,914
Expenses Not Reported on Financial Statements$-6,101,186
Other Expense Adjustments$-6,101,186
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Premiums Payable$818,452
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“The trust has contracted with benefit solutions, inc. To provide administrative services for the plan.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“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.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“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.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Evergreen Security Trust
EIN
91-0630779
Phone
4257717359
Address
12121 HARBOUR REACH DRIVE, MUKILTEO, WA 98275

Signing Officer

Name
Gary Lamarche
Title
Trustee
Signed
2015-10-09
Discuss with paid preparer
Yes

Organization Details

Formed
1953
Legal Domicile
Wa
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
1

Preparer

Firm
Anastasi Moore & Martin Pllc
Address
104 S Division, Spokane, WA 99202
Preparer
Paul J Anastasi CPA
Phone
5093230272
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“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, 2014 and 2013, 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 2011.”

Raw XML AppendixShowing 400 of 406 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.

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IRS990/PYRevenuesLessExpensesAmt067201
IRS990/PYSalariesCompEmpBnftPaidAmt0242135
IRS990/PYTotalExpensesAmt048425249
IRS990/PYTotalRevenueAmt048492450
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/RelatedEntityInd0true
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0768838
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0980619
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03926556
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-6101186
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherExpensesNotIncludedAmt0-6101186
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0818452
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Premiums Payable
IRS990ScheduleD/RevenueNotReportedAmt08910
IRS990ScheduleD/RevenueSubtotalAmt033228785
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting 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, 2014 and 2013, 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 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleD/TotalLiabilityAmt0818452
IRS990ScheduleD/TotalRevenuePerForm990Amt033228785
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt033237695
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS CONTRACTED WITH BENEFIT SOLUTIONS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A 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/SupplementalInformationDetail/ExplanationTxt2THE 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/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0333333333
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0health and security
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0See Attached Sch R responses - corporati
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Mukilteo
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd098275
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0222222222
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0health and security
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0See attached - Sch r responses Partnersh
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt012121 Harbour Reach Drive 105
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0Mukilteo
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd098275
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0see attached Sch R responses - tax exemp
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0111111111
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0tax exempt
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt012121 Harbour Reach Drive 105
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Mukilteo
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd098275
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08542640
IRS990/TotalAssetsEOYAmt01855706
IRS990/TotalAssetsGrp/BOYAmt08542640
IRS990/TotalAssetsGrp/EOYAmt01855706
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IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt033025914
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07773802
IRS990/TotalLiabilitiesEOYAmt0875087
IRS990/TotalLiabilitiesGrp/BOYAmt07773802
IRS990/TotalLiabilitiesGrp/EOYAmt0875087
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0768838
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0980619
IRS990/TotalProgramServiceRevenueAmt033172456
IRS990/TotalReportableCompFromOrgAmt0179666
IRS990/TotalRevenueGrp/ExclusionAmt056329
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt033172456
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt033228785
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08542640
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01855706
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt01722
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.EVERGREENSECURITYTRUST.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY LAMARCHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERGREEN SECURITY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0910630779
ReturnHeader/Filer/PhoneNum04257717359
ReturnHeader/Filer/USAddress/AddressLine1Txt012121 HARBOUR REACH DRIVE
ReturnHeader/Filer/USAddress/CityNm0MUKILTEO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098275
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANASTASI MOORE & MARTIN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 S Division
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spokane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099202
ReturnHeader/PreparerPersonGrp/PhoneNum05093230272

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,855,706
Liabilities
$875,087
Net assets
$980,619
Revenue
$33,228,785
Expenses
$33,025,914
Net income
$202,871
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.51$0.01$0.50$1.63$1.61$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.48$0.02$0.46$1.48$1.46$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.01$0.45$1.29$1.27$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.02$0.50$1.34$1.31$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.06$0.44$1.42$1.38$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.05$0.41$1.43$1.46$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.43$0.04$0.39$1.45$1.53$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.33$0.52$1.26$1.34$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.34$0.58$0.80$1.20$0.40
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.04$0.96$0.50$0.45$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.88$0.98$33.2$33.0$0.20
2013Detailed filing. Detailed filing data is available for this year.$8.54$7.77$0.77$48.5$48.4$0.07
2012Summary only. Only limited summary data is available for this year.$7.03$6.27$0.75$47.6$47.6$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.02$5.35$0.67$34.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.24$3.62$0.61$20.6