Civic Intelligence

Northwest Iam Benefit Trust

990 • Fiscal year 2023 • EIN 23-7013313

Oct 01, 2022 to Sep 30, 2023 • Filed on Jul 18, 2024

Organization ProfileN/A

View Organization Page

PO Box 34203Seattle, WA 98124

(206) 441-7574

Siviq Scores

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

Liabilities / Assets

69th percentile

0.11x

Higher debt load relative to assets than 69% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

0.29x

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

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Net Margin

24th percentile

-5.0%

Higher net margin than 24% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Asset Growth

57th percentile

8.3%

Faster asset growth than 57% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-11%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$7,961,374

Up $608,482 (+8.3%) from 2022

Net Assets

Up

$7,106,056

Up $542,568 (+8.3%) from 2022

Liabilities

Up

$855,318

Up $65,914 (+8.3%) from 2022

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin24th percentile

Revenue

Down

$2,906,967

Down $356,328 (-11%) from 2022

Expenses

Up

$3,052,460

Up $180,967 (+6.3%) from 2022

Net Income

Down

-$145,493

Down $537,295 (-137%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$10M$5.0M$0Assets 2011: $4,265,547Liabilities 2011: $911,813Net Assets 2011: $3,353,7342011Assets 2012: $4,395,172Liabilities 2012: $917,809Net Assets 2012: $3,477,3632012Assets 2013: $4,295,624Liabilities 2013: $955,383Net Assets 2013: $3,340,2412013Assets 2014: $4,011,255Liabilities 2014: $818,506Net Assets 2014: $3,192,7492014Assets 2015: $3,961,092Liabilities 2015: $934,685Net Assets 2015: $3,026,4072015Assets 2016: $4,032,875Liabilities 2016: $730,105Net Assets 2016: $3,302,7702016Assets 2017: $4,769,096Liabilities 2017: $1,015,306Net Assets 2017: $3,753,7902017Assets 2018: $4,998,730Liabilities 2018: $807,801Net Assets 2018: $4,190,9292018Assets 2019: $5,914,110Liabilities 2019: $755,123Net Assets 2019: $5,158,9872019Assets 2020: $7,183,435Liabilities 2020: $623,803Net Assets 2020: $6,559,6322020Assets 2021: $7,953,878Liabilities 2021: $749,190Net Assets 2021: $7,204,6882021Assets 2022: $7,352,892Liabilities 2022: $789,404Net Assets 2022: $6,563,4882022Assets 2023: $7,961,374Liabilities 2023: $855,318Net Assets 2023: $7,106,0562023Assets 2024: $9,589,873Liabilities 2024: $1,112,220Net Assets 2024: $8,477,6532024

Highlighted filing

2023

Assets$7,961,374
Liabilities$855,318
Net Assets$7,106,056
Open 2023 Filing

Operations Trend

Revenue Growth16th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $3,942,4312011Expenses 2012: $3,977,2432012Expenses 2013: $3,957,8442013Revenue 2014: $3,957,425Expenses 2014: $3,947,712Net Income 2014: $9,7132014Revenue 2015: $3,847,135Expenses 2015: $3,798,001Net Income 2015: $49,1342015Revenue 2016: $3,588,451Expenses 2016: $3,336,305Net Income 2016: $252,1462016Revenue 2017: $3,344,978Expenses 2017: $3,112,108Net Income 2017: $232,8702017Revenue 2018: $3,580,668Expenses 2018: $3,053,974Net Income 2018: $526,6942018Revenue 2019: $3,667,639Expenses 2019: $2,962,687Net Income 2019: $704,9522019Revenue 2020: $3,744,984Expenses 2020: $2,396,949Net Income 2020: $1,348,0352020Revenue 2021: $3,540,905Expenses 2021: $2,870,910Net Income 2021: $669,9952021Revenue 2022: $3,263,295Expenses 2022: $2,871,493Net Income 2022: $391,8022022Revenue 2023: $2,906,967Expenses 2023: $3,052,460Net Income 2023: -$145,4932023Revenue 2024: $3,608,614Expenses 2024: $2,854,830Net Income 2024: $753,7842024

Highlighted filing

2023

Revenue$2,906,967
Expenses$3,052,460
Net Income-$145,493
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jul 18, 2024
Return Version
2022v5.0
Gross Receipts
$13,666,421
Mission and Program Overview

Mission

To provide dental benefits to qualified participants as specified in the plan.

To provide dental benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,563,488$7,106,056▲ $542,568
Investments in Publicly Traded Securities$5,113,974$6,402,446▲ $1,288,472
Cash and Non-Interest-Bearing Accounts$1,852,770$697,445▼ $1,155,325
Savings and Temporary Cash Investments$110,016$533,597▲ $423,581
Accounts Receivable$268,325$321,425▲ $53,100
Prepaid Expenses and Deferred Charges$7,807$6,461▼ $1,346
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,352,892$7,961,374▲ $608,482
Liabilities
Other Liabilities$757,414$830,035▲ $72,621
Accounts Payable and Accrued Expenses$31,990$25,283▼ $6,707
Total Liabilities$789,404$855,318▲ $65,914
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,563,488$7,106,056▲ $542,568
Total Liabilities and Net Assets / Fund Balance$7,352,892$7,961,374▲ $608,482
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Robert PetroffChairman
Brandon HemmingTrustee
Kierstin CavnerTrustee
Richard KaferTrustee
Tommy HuntTrustee
Russ ColeSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Welfare & Pension Administration ServiceThird-party Administrator7525 SE 24TH ST SUITE 200, Mercer Island, WA 98124$304,097
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,237,569
Investment Income
$-330,602
Other Revenue
$0
Change in Net Assets
$-145,493

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,881,921
Revenue Not Reported on Financial Statements
$25,046
Revenue Not Reported on Form 990
$688,061
Total Revenue per Audited Statements
$3,569,982
Total Revenue per Form 990
$2,906,967
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$480,248
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,572,212
Fees for Services Management---$278,842
Fees for Services Other---$37,981
Conferences and Meetings---$32,977
Fees for Services Accounting---$31,706
Fees for Service Investment Mgmnt Fees---$25,046
Office Expenses---$23,993
Fees for Services Legal---$18,031
Travel---$17,919
Insurance---$8,938
Other Expenses---$4,815
Total Functional Expenses$0$0$0$3,052,460

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,052,460
Expenses per Audited Statements$2,938,414
Total Expenses per Audited Statements$2,938,414
Expenses Not Reported on Financial Statements$114,046
Other Expense Adjustments$89,000
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Lag Months Eligibility Coverage$428,000
Estimated Claims Incurred But Not Reported$306,000
Checking Overdraft$96,035
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The day to day operations of the plan are managed by welfare & pension administration service, inc., third party administrator.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have committees that act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“A copy is provided to the board of trustees prior to filing.”

Form 990, Part VI, Section C, Line 19

“Documents, policies and financial statements are available upon request”

Filing and Contact Details

Filer

Filer Name
Northwest Iam Benefit Trust
EIN
23-7013313
Phone
2064417574
Address
PO BOX 34203, SEATTLE, WA 98124

Signing Officer

Name
Robert Petroff
Title
Chairman
Phone
2064417574
Signed
2024-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Petroff
Formed
1967
Legal Domicile
Wa
Voting Board Members
6
Independent Board Members
3
Employees
0
Volunteers
6

Preparer

Firm
Cliftonlarsonallen Llp
Address
10700 NORTHUP WAY SUITE 200, BELLEVUE, WA 98004
Preparer
Michael T Mead CPA
Phone
4252506100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The oversight process and method for selecting the independent auditor has not changed from prior years.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the 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 undertaken an uncertain tax position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing juristictions; however, there are currently no audits for any tax periods in progress.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in lag months eligibility coverage 56,000. Change in claims incurred but not reported 33,000.”

Raw XML Appendix372 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/RevenueSubtotalAmt02881921
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE 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 UNDERTAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISTICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN LAG MONTHS ELIGIBILITY COVERAGE 56,000. CHANGE IN CLAIMS INCURRED BUT NOT REPORTED 33,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03052460
IRS990ScheduleD/TotalLiabilityAmt0830035
IRS990ScheduleD/TotalRevenuePerForm990Amt02906967
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03569982
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02938414
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DAY TO DAY OPERATIONS OF THE PLAN ARE MANAGED BY WELFARE & PENSION ADMINISTRATION SERVICE, INC., THIRD PARTY ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE OVERSIGHT PROCESS AND METHOD FOR SELECTING THE INDEPENDENT AUDITOR HAS NOT CHANGED FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0AEROSPACE DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BOILERMAKERS LOCAL 242
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CITY OF FERNDALE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3COMMUNITY TRANSIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4IAM & AW LL 568
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5IAM DISTRICT 160
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6MACHINISTS INSTITUTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7PIERCE TRANSIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt8PORT OF PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt9PORT OF SEATTLE
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTI-EMPLOYER TRUST THAT PROVIDES HEALTH BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF SEPTEMBER 30, 2023, THERE ARE APPROXIMATELY 66 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES, AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATION OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ACROWOOD CORP AEROSPACE DISTRICT AMERICAN PRESIDENT ARDAGH GROUP AUSTIN MAC INC BELSHAW BROTHERS INC BIG B'S TRUCK REPAIR BLADE CHEVROLET BOILERMAKERS LOCAL 242 CADENCE AEROSPACE CADMAN INC CASCADE MACHINERY CITY OF FERNDALE CITY TRANSFER INC CLEANSCAPES COMMERCIAL BRAKE & COMMUNITY TRANSIT CONGLOBAL INDUSTRIES DISTRIBUTION TRK CO EDMONDS AUTOMOTIVE EDWARDS EQUIPMENT CO EVERETT SOUND MACHINE FEDERAL MARINE AND FIRST TRANSIT FRANZ FAMILY BAKERIES HARBOR MACHINE AND HARBORLAND 2C, LLC HOGLAND TRANSFER CO HUSKY TERMINAL I.A.M. & A.W. LL 568 I.A.M. DISTRICT 160 INDUSTRIAL REPAIR JERRY SMITH CHEVROLET JONES STEVEDORING KENWORTH TRUCK COMPANY LEE & EASTES TANK LEE & EASTES TANK LINE MACHINISTS INSTITUTE MARINE MECHANICAL INC MARKEY MACHINERY MCDOWELL NORTHWEST INC MOBILE ONE TRAILER MONARCH MACHINE & TOOL MONTIGO DEL RAY CORP MW TRAILER REPAIR LLC NORTHWEST SERVICES OREGON AUTO SPRINGS PACIFIC PROPELLER INTL PAUL BRONG MACHINE PENINSULA TRUCK LINES PIERCE TRANSIT PORT OF PORTLAND PORT OF SEATTLE PRECISION EQUIPMENT PREMIER GEAR & MACHINE RABANCO LTD RESOURCE MGMT ASSOC. SEA-STAR STEVEDORING SSA TERMINALS, LLC STREICH BROS INC TMAK MARITIME ALASKA TRAINING CONNECTIONS TRUCKCARE LLC UPS - BENEFITS DEPT VAUGHAN COMPANY, INC WESTERN PNEUMATIC
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07352892
IRS990/TotalAssetsEOYAmt07961374
IRS990/TotalAssetsGrp/BOYAmt07352892
IRS990/TotalAssetsGrp/EOYAmt07961374
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03052460
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0789404
IRS990/TotalLiabilitiesEOYAmt0855318
IRS990/TotalLiabilitiesGrp/BOYAmt0789404
IRS990/TotalLiabilitiesGrp/EOYAmt0855318
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06563488
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07106056
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03237569
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-330602
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03237569
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02906967
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07352892
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07961374
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt017919
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 34203
IRS990/USAddress/CityNm0SEATTLE
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098124
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT PETROFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02064417574
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHWEST IAM BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0237013313
ReturnHeader/Filer/PhoneNum02064417574
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 34203
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098124
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010700 NORTHUP WAY SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04252506100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL T MEAD CPA
ReturnHeader/ReturnTs02024-07-18T16:21:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PETROFF
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,961,374
Liabilities
$855,318
Net assets
$7,106,056
Revenue
$2,906,967
Expenses
$3,052,460
Net income
-$145,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.59$1.11$8.48$3.61$2.85$0.75
2023Detailed filing. Detailed filing data is available for this year.$7.96$0.86$7.11$2.91$3.05$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.35$0.79$6.56$3.26$2.87$0.39
2021Detailed filing. Detailed filing data is available for this year.$7.95$0.75$7.20$3.54$2.87$0.67
2020Detailed filing. Detailed filing data is available for this year.$7.18$0.62$6.56$3.74$2.40$1.35
2019Detailed filing. Detailed filing data is available for this year.$5.91$0.76$5.16$3.67$2.96$0.70
2018Detailed filing. Detailed filing data is available for this year.$5.00$0.81$4.19$3.58$3.05$0.53
2017Detailed filing. Detailed filing data is available for this year.$4.77$1.02$3.75$3.34$3.11$0.23
2016Detailed filing. Detailed filing data is available for this year.$4.03$0.73$3.30$3.59$3.34$0.25
2015Detailed filing. Detailed filing data is available for this year.$3.96$0.93$3.03$3.85$3.80$0.05
2014Detailed filing. Detailed filing data is available for this year.$4.01$0.82$3.19$3.96$3.95$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.30$0.96$3.34$3.96
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.40$0.92$3.48$3.98
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.27$0.91$3.35$3.94