Civic Intelligence

Alaska Airlines 501(C)(9) Welfare Trust

EIN 27-3193440 • 501(c)9 • Seattle, WA

Profile

Voluntary employee's beneficiary association providing for the payment of long term disability benefits of certain employees.

PO Box 68900 AttnSEABZSeattle, WA 98168-0900

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

68th percentile

16%

Higher net margin than 68% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

87th percentile

22%

Faster asset growth than 87% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

35%

Faster revenue growth than 87% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$12,873,044

Up $2,309,241 (+22%) from 2023

Liabilities

Down

$36,161

Down $27,886 (-44%) from 2023

Net Assets

Up

$12,836,883

Up $2,337,127 (+22%) from 2023

Operations
Liabilities / Revenue36th percentileNet Margin68th percentile

Revenue

Up

$14,308,502

Up $3,726,487 (+35%) from 2023

Expenses

Up

$11,971,375

Up $203,019 (+1.7%) from 2023

Net Income

Up

$2,337,127

Up $3,523,468 (+297%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2020: $7,814,322Liabilities 2020: $6,830Net Assets 2020: $7,807,4922020Assets 2021: $8,073,781Liabilities 2021: $9,175Net Assets 2021: $8,064,6062021Assets 2022: $11,693,032Liabilities 2022: $6,935Net Assets 2022: $11,686,0972022Assets 2023: $10,563,803Liabilities 2023: $64,047Net Assets 2023: $10,499,7562023Assets 2024: $12,873,044Liabilities 2024: $36,161Net Assets 2024: $12,836,8832024

Highlighted filing

2024

Assets$12,873,044
Liabilities$36,161
Net Assets$12,836,883
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2020: $8,001,353Expenses 2020: $7,016,288Net Income 2020: $985,0652020Revenue 2021: $8,692,333Expenses 2021: $8,435,219Net Income 2021: $257,1142021Revenue 2022: $14,333,937Expenses 2022: $10,712,446Net Income 2022: $3,621,4912022Revenue 2023: $10,582,015Expenses 2023: $11,768,356Net Income 2023: -$1,186,3412023Revenue 2024: $14,308,502Expenses 2024: $11,971,375Net Income 2024: $2,337,1272024

Highlighted filing

2024

Revenue$14,308,502
Expenses$11,971,375
Net Income$2,337,127
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,873,044
Liabilities
$36,161
Net assets
$12,836,883
Revenue
$14,308,502
Expenses
$11,971,375
Net income
$2,337,127
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.9$0.04$12.8$14.3$12.0$2.34
2023Detailed filing. Detailed filing data is available for this year.$10.6$0.06$10.5$10.6$11.8$1.19
2022Detailed filing. Detailed filing data is available for this year.$11.7$0.01$11.7$14.3$10.7$3.62
2021Detailed filing. Detailed filing data is available for this year.$8.07$0.01$8.06$8.69$8.44$0.26
2020Detailed filing. Detailed filing data is available for this year.$7.81$0.01$7.81$8.00$7.02$0.99
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$14,308,502
Mission and Program Overview

Mission

Voluntary employee's beneficiary association providing for the payment of long term disability benefits of certain employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$10,499,756$12,836,883▲ $2,337,127
Investments in Publicly Traded Securities$10,543,251$11,850,480▲ $1,307,229
Accounts Receivable$20,552$18,504▼ $2,048
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$10,563,803$12,873,044▲ $2,309,241
Other Assets Total$0$1,004,060▲ $1,004,060
Liabilities
Accounts Payable and Accrued Expenses$64,047$36,161▼ $27,886
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$64,047$36,161▼ $27,886
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,499,756$12,836,883▲ $2,337,127
Total Liabilities and Net Assets / Fund Balance$10,563,803$12,873,044▲ $2,309,241

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,004,060--
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Scott DayMD Chief Pilot
Paul SalesMD Total Rewards
Jerrold TraphagenPilot-Captain
Shane WrobelPilot-Captain
Revenue and Support

Revenue Composition

Contributions and Grants
$14,021,805
Program Service Revenue
$0
Investment Income
$286,697
Other Revenue
$0
All Other Contributions
$14,021,805
Change in Net Assets
$2,337,127

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,308,502
Total Revenue per Audited Statements
$14,308,502
Total Revenue per Form 990
$14,308,502
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,634,138
Other Expenses$337,237
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Employee Benefits---$11,634,138
Fees for Services Other---$337,237
Total Functional Expenses$0$0$0$11,971,375

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,971,375
Total Expenses per Audited Statements$11,971,375
Total Expenses per Form 990$11,971,375
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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 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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 11B

“Form 990 is reviewed by Alaska Airlines, Inc. Income Tax Director and the Trustee.”

Part VI, Line 19

“The governing documents of the organization are available to the beneficiaries of the VEBA upon request.”

Filing and Contact Details

Filer

Filer Name
Alaska Airlines 501(c)(9) Welfare Trust
EIN
27-3193440
In Care Of
% JOSH MADSEN
Phone
2063925416
Address
PO Box 68900 AttnSEABZ, Seattle, WA 98168-0900

Signing Officer

Name
Emily Halverson
Title
VP Finance/Treasurer
Phone
2063925255
Signed
2025-11-12

Organization Details

Principal Officer
Emily Halverson
Formed
2009
Legal Domicile
Wa
Voting Board Members
4
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Schedule R, Part V, Line 2

“$14,021,805 cash contribution.”

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IRS990ScheduleD/ExpensesSubtotalAmt011971375
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01004060
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSIT HELD WITH CLAIMS ADMIN
IRS990ScheduleD/RevenueSubtotalAmt014308502
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01004060
IRS990ScheduleD/TotalExpensesPerForm990Amt011971375
IRS990ScheduleD/TotalRevenuePerForm990Amt014308502
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014308502
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011971375
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is reviewed by Alaska Airlines, Inc. Income Tax Director and the Trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The governing documents of the organization are available to the beneficiaries of the VEBA upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2$14,021,805 cash contribution.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule R, Part V, Line 2
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0920009235
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0AK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Transportation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Alaska Airlines Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO Box 68900 Attn SEABZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Seattle
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd098168
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt014021805
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Alaska Airlines Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt010563803
IRS990/TotalAssetsEOYAmt012873044
IRS990/TotalAssetsGrp/BOYAmt010563803
IRS990/TotalAssetsGrp/EOYAmt012873044
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt014021805
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt011971375
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt064047
IRS990/TotalLiabilitiesEOYAmt036161
IRS990/TotalLiabilitiesGrp/BOYAmt064047
IRS990/TotalLiabilitiesGrp/EOYAmt036161
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010499756
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012836883
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt011971375
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0286697
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014308502
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010563803
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012873044
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 68900 AttnSEABZ
IRS990/USAddress/CityNm0Seattle
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd0981680900
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Emily Halverson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP Finance/Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02063925255
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alaska Airlines 501(c)(9) Welfare Trust
ReturnHeader/Filer/BusinessNameControlTxt0ALAS
ReturnHeader/Filer/EIN0273193440
ReturnHeader/Filer/InCareOfNm0% JOSH MADSEN
ReturnHeader/Filer/PhoneNum02063925416
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 68900 AttnSEABZ
ReturnHeader/Filer/USAddress/CityNm0Seattle
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0981680900
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-11-14T12:39:48-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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