Civic Intelligence

Evergreen Security Trust

990 • Fiscal year 2018 • EIN 91-0630779

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

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

71st percentile

0.10x

Higher debt load relative to assets than 71% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

58th percentile

0.03x

Higher debt load relative to revenue than 58% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

26th percentile

-5.4%

Higher net margin than 26% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

72nd percentile

$48,741

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

6th percentile

-49%

Faster asset growth than 6% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

15%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$429,551

Down $418,435 (-49%) from 2017

Net Assets

Down

$387,180

Down $127,843 (-25%) from 2017

Liabilities

Down

$42,371

Down $290,592 (-87%) from 2017

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin26th percentile

Revenue

Up

$1,452,269

Up $192,806 (+15%) from 2017

Expenses

Up

$1,530,109

Up $191,681 (+14%) from 2017

Net Income

Up

-$77,840

Up $1,125 (+1.4%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2018

Assets$429,551
Liabilities$42,371
Net Assets$387,180
Open 2018 Filing

Operations Trend

Revenue Growth76th 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

2018

Revenue$1,452,269
Expenses$1,530,109
Net Income-$77,840
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$1,459,926
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$515,023$387,180▼ $127,843
Investments in Publicly Traded Securities$428,816$371,176▼ $57,640
Accounts Receivable$37,825$24,373▼ $13,452
Savings and Temporary Cash Investments$369,638$18,728▼ $350,910
Cash and Non-Interest-Bearing Accounts-$14,865-
Prepaid Expenses and Deferred Charges$11,707$409▼ $11,298
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$847,986$429,551▼ $418,435
Other Assets Total-$0-
Liabilities
Other Liabilities$312,677$32,773▼ $279,904
Accounts Payable and Accrued Expenses$20,286$9,598▼ $10,688
Total Liabilities$332,963$42,371▼ $290,592
Net Assets / Fund Balance
Total Net Assets Fund Balance$515,023$387,180▼ $127,843
Total Liabilities and Net Assets / Fund Balance$847,986$429,551▼ $418,435
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gary LamarcheTrusteePT$48,741$48,741
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,405,540
Investment Income
$25,729
Other Revenue
$21,000
Change in Net Assets
$-77,840

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,452,269
Revenue Not Reported on Form 990
$-50,003
Total Revenue per Audited Statements
$1,402,266
Total Revenue per Form 990
$1,452,269
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$244,823
Salaries, Compensation, and Employee Benefits$48,741
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,236,545
Fees for Services Other---$116,730
Current Officers, Directors, Trustees, and Key Employees---$48,741
Fees for Services Legal---$48,741
Fees for Services Management---$46,029
Fees for Services Accounting---$14,892
Insurance---$13,239
Other Expenses---$5,192
Total Functional Expenses$0$0$0$1,530,109

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,544,457
Total Expenses per Audited Statements$1,544,457
Total Expenses per Form 990$1,530,109
Expenses Not Reported on Financial Statements$-14,348
Other Expense Adjustments$-14,348
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
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$32,773
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 other documents are 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
2019-11-11
Discuss with paid preparer
Yes

Organization Details

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

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, 2018 and 2017, 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 Appendix316 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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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, 2018 and 2017, 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.
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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 other documents are 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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IRS990/USAddress/CityNm0MUKILTEO
IRS990/USAddress/StateAbbreviationCd0WA
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY LAMARCHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERGREEN SECURITY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EVER
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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/ReturnTs02019-11-11T16:09:49-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$429,551
Liabilities
$42,371
Net assets
$387,180
Revenue
$1,452,269
Expenses
$1,530,109
Net income
-$77,840
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