Mission
THE PURPOSE OF THIS TRUST IS TO COLLECT EMPLOYER AND PARTICIPANT CONTRIBUTIONS FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANT AND THEIR DEPENDENTS.
Public Charity
BD OF TRUSTEES EVERGREEN HEALTH AND WELFARE TRUST
BD OF TRUSTEES EVERGREEN HEALTH AND WELFARE TRUST is a nonprofit organization categorized as Public Charity based in SAN JOSE, CA. Its most recent IRS filing (2024) reports revenue of $1.5M, expenses of $1.4M, total assets of $10.3M. Imperigo tracks 1 reported grant relationships connected to this organization totaling approximately $115.
EIN: 776019718
SAN JOSE, CA
Latest filing: 2024
Total Revenue$1.5M
Total Expenses$1.4M
Total Assets$10.3M
Grant Records1
Funding Total$115
Filing Years2020–2024
Sample Grants Received
ACCOUNT CLOSE OUT PAYMENTS
$115
Showing up to 5 of 1 total records — full history available with membership.
Officers & Directors
TRUSTEE
Andy Schorr
TRUSTEE
Kimberly Gurley
TRUSTEE-CHAIRPERSON
Margaret Hoang
TRUSTEE
Merrilee Claverie
TRUSTEE
Ray Mocherman
TRUSTEE ELECT
Robin Caldwell
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $1.5M | $1.4M | $10.3M |
| 2023 | $1.5M | $1.4M | $9.1M |
| 2022 | $2.1M | $1.5M | $8.7M |
| 2021 | $1.7M | $1.5M | $10.6M |
| 2020 | $1.6M | $1.5M | $9.0M |
Between 2020 and 2024, reported annual revenue declined from $1.6M to $1.5M (-7%), with total assets most recently reported at $10.3M.
Interactive year-over-year charts and full filing details available with membership.