Civic Intelligence

Evergreen Security Trust

990 • Fiscal year 2015 • EIN 91-0630779

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

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

66th percentile

0.04x

Higher debt load relative to assets than 66% of similar nonprofits.

2015 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

70th percentile

0.07x

Higher debt load relative to revenue than 70% of similar nonprofits.

2015 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2015

Net Margin

65th percentile

8.6%

Higher net margin than 65% of similar nonprofits.

2015 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

76th percentile

$13,768

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2015 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2015

Asset Growth

8th percentile

-46%

Faster asset growth than 8% of similar nonprofits.

2015 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$993,012

Down $862,694 (-46%) from 2014

Net Assets

Down

$956,383

Down $24,236 (-2.5%) from 2014

Liabilities

Down

$36,629

Down $838,458 (-96%) from 2014

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin65th percentile

Revenue

Down

$495,393

Down $32,733,392 (-99%) from 2014

Expenses

Down

$453,026

Down $32,572,888 (-99%) from 2014

Net Income

Down

$42,367

Down $160,504 (-79%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2015

Assets$993,012
Liabilities$36,629
Net Assets$956,383
Open 2015 Filing

Operations Trend

Revenue Growth1st 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

2015

Revenue$495,393
Expenses$453,026
Net Income$42,367
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.0
Gross Receipts
$687,749
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$980,619$956,383▼ $24,236
Investments in Publicly Traded Securities$933,274$675,188▼ $258,086
Savings and Temporary Cash Investments$820,428$314,826▼ $505,602
Cash and Non-Interest-Bearing Accounts$23,968$0▼ $23,968
Prepaid Expenses and Deferred Charges$23,999$2,582▼ $21,417
Accounts Receivable$54,037$416▼ $53,621
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$1,855,706$993,012▼ $862,694
Other Assets Total-$0-
Liabilities
Other Liabilities$818,452$32,521▼ $785,931
Accounts Payable and Accrued Expenses$56,635$4,108▼ $52,527
Total Liabilities$875,087$36,629▼ $838,458
Net Assets / Fund Balance
Total Net Assets Fund Balance$980,619$956,383▼ $24,236
Total Liabilities and Net Assets / Fund Balance$1,855,706$993,012▼ $862,694
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gary LamarcheTrusteePT$13,768$13,768

Highest Paid Contractors

ContractorServicesLocationCompensation
Regence Blue ShieldCommissionsPO Box 1071, Portland, OR 97207$121,495
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$456,151
Investment Income
$39,242
Other Revenue
$0
Change in Net Assets
$42,367

Audited Revenue Reconciliation

Revenue per Audited Statements
$495,393
Revenue Not Reported on Form 990
$-66,603
Total Revenue per Audited Statements
$428,790
Total Revenue per Form 990
$495,393
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$131,488
Salaries, Compensation, and Employee Benefits$13,768
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$307,770
Insurance---$38,829
Fees for Services Other---$21,625
Fees for Services Management---$19,618
Current Officers, Directors, Trustees, and Key Employees---$13,768
Fees for Services Accounting---$13,017
Fees for Services Legal---$11,324
Travel---$366
Other Expenses---$99
Total Functional Expenses$0$0$0$453,026

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,238,957
Total Expenses per Audited Statements$1,238,957
Total Expenses per Form 990$453,026
Expenses Not Reported on Financial Statements$-785,931
Other Expense Adjustments$-785,931
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$32,521
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
2016-11-11
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
9 South Washington St STE 600, Spokane, WA 99201-3709
Preparer
Paul J Anastasi CPA
Phone
5093230272
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Plan obtained its latest tax exemption letter dated January 4, 1978, in which the Internal Revenue Service (IRS) stated the Plan qualified under section 501(c)(9) of the Internal Revenue Code (IRC) and, therefore, is not subject to tax under present income tax laws. The Plan has been amended since receiving the exemption letter. The Plan's administrator believes that the Plan is currently designed and being operated in compliance with the applicable requirements of the IRC. They believe that the Plan was qualified and the related trust was tax-exempt as of the financial statement date; therefore, no provision for income tax has been included in the Plan's financial statements.Accounting principles generally accepted in the United States of American require plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the Plan has taken an uncertain 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, 2015 and 2014, 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.”

Raw XML Appendix320 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt056635
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04108
IRS990/AccountsReceivableGrp/BOYAmt054037
IRS990/AccountsReceivableGrp/EOYAmt0416
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HIGH QUALITY, AFFORDABLE EMPLOYEE BENEFITS PROGRAMS TO PARTICIPATING TRUST EMPLOYERS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt0307770
IRS990/BooksInCareOfDetail/PersonNm0DAVIDSON DAVIDSON HAWKINS
IRS990/BooksInCareOfDetail/PhoneNum04254872676
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 1832
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOTHELL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098041
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt023968
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt013768
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0121495
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO Box 1071
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Portland
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd097207
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Regence Blue Shield
IRS990/ContractorCompensationGrp/ServicesDesc0Commissions
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0307770
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt039242
IRS990/CYOtherExpensesAmt0131488
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0456151
IRS990/CYRevenuesLessExpensesAmt042367
IRS990/CYSalariesCompEmpBnftPaidAmt013768
IRS990/CYTotalExpensesAmt0453026
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0495393
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVIDED DENTAL, VISION, LIFE INSURANCE AND AD&D BENEFITS FOR ELIGIBLE PARTICIPANTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt013017
IRS990/FeesForServicesLegalGrp/TotalAmt011324
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt019618
IRS990/FeesForServicesOtherGrp/TotalAmt021625
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt08.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0GARY LAMARCHE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt013768
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01953
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-1107
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0191249
IRS990/GrossReceiptsAmt0687749
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt038829
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt040349
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt040349
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0933274
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0675188
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0192356
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HIGH QUALITY, AFFORDABLE EMPLOYEE BENEFITS PROGRAMS TO PARTICIPATING TRUST EMPLOYERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0980619
IRS990/NetAssetsOrFundBalancesEOYAmt0956383
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1107
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1107
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-66603
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0insurance Broker Commissions
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2Bank Fees
IRS990/OtherExpensesGrp/TotalAmt024273
IRS990/OtherExpensesGrp/TotalAmt12337
IRS990/OtherExpensesGrp/TotalAmt299
IRS990/OtherLiabilitiesGrp/BOYAmt0818452
IRS990/OtherLiabilitiesGrp/EOYAmt032521
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023999
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02582
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ER & EE contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0456151
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0456151
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt029336481
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt056329
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03509767
IRS990/PYProgramServiceRevenueAmt033172456
IRS990/PYRevenuesLessExpensesAmt0202871
IRS990/PYSalariesCompEmpBnftPaidAmt0179666
IRS990/PYTotalExpensesAmt033025914
IRS990/PYTotalRevenueAmt033228785
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt042367
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0980619
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0956383
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0820428
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0314826
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-785931
IRS990ScheduleD/ExpensesSubtotalAmt01238957
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-66603
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-785931
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt032521
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Premiums Payable
IRS990ScheduleD/RevenueNotReportedAmt0-66603
IRS990ScheduleD/RevenueSubtotalAmt0495393
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan obtained its latest tax exemption letter dated January 4, 1978, in which the Internal Revenue Service (IRS) stated the Plan qualified under section 501(c)(9) of the Internal Revenue Code (IRC) and, therefore, is not subject to tax under present income tax laws. The Plan has been amended since receiving the exemption letter. The Plan's administrator believes that the Plan is currently designed and being operated in compliance with the applicable requirements of the IRC. They believe that the Plan was qualified and the related trust was tax-exempt as of the financial statement date; therefore, no provision for income tax has been included in the Plan's financial statements.Accounting principles generally accepted in the United States of American require plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the Plan has taken an uncertain 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, 2015 and 2014, 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalExpensesPerForm990Amt0453026
IRS990ScheduleD/TotalLiabilityAmt032521
IRS990ScheduleD/TotalRevenuePerForm990Amt0495393
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0428790
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01238957
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01855706
IRS990/TotalAssetsEOYAmt0993012
IRS990/TotalAssetsGrp/BOYAmt01855706
IRS990/TotalAssetsGrp/EOYAmt0993012
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0453026
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0875087
IRS990/TotalLiabilitiesEOYAmt036629
IRS990/TotalLiabilitiesGrp/BOYAmt0875087
IRS990/TotalLiabilitiesGrp/EOYAmt036629
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0980619
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0956383
IRS990/TotalProgramServiceRevenueAmt0456151
IRS990/TotalReportableCompFromOrgAmt013768
IRS990/TotalRevenueGrp/ExclusionAmt040349
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0455044
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0495393
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01855706
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0993012
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt0366
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.EVERGREENSECURITYTRUST.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY LAMARCHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
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/AddressLine1Txt09 South Washington St STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spokane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0992013709
ReturnHeader/PreparerPersonGrp/PhoneNum05093230272
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul J Anastasi CPA
ReturnHeader/ReturnTs02016-11-11T15:56:50-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$993,012
Liabilities
$36,629
Net assets
$956,383
Revenue
$495,393
Expenses
$453,026
Net income
$42,367
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