Liabilities / Assets
79th percentile
Higher debt load relative to assets than 79% of similar nonprofits.
990 • Fiscal year 2023 • EIN 82-6030679
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
79th percentile
Higher debt load relative to assets than 79% of similar nonprofits.
Liabilities / Revenue
93rd percentile
Higher debt load relative to revenue than 93% of similar nonprofits.
Net Margin
55th percentile
Higher net margin than 55% of similar nonprofits.
Top Officer Pay
44th percentile
Higher top officer pay than 44% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
25th percentile
Faster asset growth than 25% of similar nonprofits.
Revenue Growth
64th percentile
Faster revenue growth than 64% of similar nonprofits.
Assets
Up$25,974,412
Up $30,506 (+0.1%) from 2022
Net Assets
Down$19,612,138
Down $310,604 (-1.6%) from 2022
Liabilities
Up$6,362,274
Up $341,110 (+5.7%) from 2022
Revenue
Up$11,854,687
Up $1,123,638 (+10%) from 2022
Expenses
Up$11,133,047
Up $526,087 (+5.0%) from 2022
Net Income
Up$721,640
Up $597,551 (+482%) from 2022
To provide health and welfare benefits to participants.
TO PROVIDE H&W BENEFITS.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $22,474,329 | $22,485,288 | ▲ $10,959 |
| Rtn Earn Endowment Incm Other Fnds | $19,922,742 | $19,612,138 | ▼ $310,604 |
| Cash and Non-Interest-Bearing Accounts | $1,725,024 | $2,178,901 | ▲ $453,877 |
| Accounts Receivable | $1,322,628 | $1,019,059 | ▼ $303,569 |
| Savings and Temporary Cash Investments | $347,848 | $201,732 | ▼ $146,116 |
| Prepaid Expenses and Deferred Charges | $74,077 | $89,432 | ▲ $15,355 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $25,943,906 | $25,974,412 | ▲ $30,506 |
| Liabilities | |||
| Other Liabilities | $5,591,200 | $6,165,892 | ▲ $574,692 |
| Accounts Payable and Accrued Expenses | $429,964 | $196,382 | ▼ $233,582 |
| Total Liabilities | $6,021,164 | $6,362,274 | ▲ $341,110 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $19,922,742 | $19,612,138 | ▼ $310,604 |
| Total Liabilities and Net Assets / Fund Balance | $25,943,906 | $25,974,412 | ▲ $30,506 |
| Name | Title |
|---|---|
| William Magnuson | Chairman |
| Dave Anderson | Trustee |
| Melvin Cromwell | Trustee |
| Nick Saunders | Trustee |
| Teresa Paige | Trustee |
| Mark Hosick | Secretary |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Blue Cross Of Id Health Services INC | Claims Administration | 3000 E PINE ST, Meridian, ID 83642 | $617,577 |
| Benesys | Administrator | 5331 S MACADAM AVE 220, Portland, OR 97239 | $186,279 |
| Milliman | Actuary | 111 SW FIFTH AVE SUITE 3700, Portland, OR 97204 | $144,150 |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,360,326 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $9,772,721 |
| Fees for Services Management | - | - | - | $951,183 |
| Fees for Services Other | - | - | - | $207,030 |
| Fees for Services Legal | - | - | - | $114,868 |
| Fees for Services Accounting | - | - | - | $30,883 |
| Office Expenses | - | - | - | $27,693 |
| Insurance | - | - | - | $16,975 |
| All Other Expenses | - | - | - | $5,166 |
| Travel | - | - | - | $4,094 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $1,821 |
| Conferences and Meetings | - | - | - | $613 |
| Total Functional Expenses | $0 | $0 | $0 | $11,133,047 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $11,133,047 |
| Expenses per Audited Statements | $10,556,534 |
| Total Expenses per Audited Statements | $10,556,534 |
| Expenses Not Reported on Financial Statements | $576,513 |
| Other Expense Adjustments | $574,692 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Estimated Liability for Future Eligibility | $5,080,000 |
| Claims Payable and Claims Incurred But Not Reported | $1,085,892 |
“Effective october 1, 2015 the board of trustees hired benesys, inc., a third party administrator in portland, or to manage the day to day operations of the plan.”
“The organization does not have committees that act on behalf of the governing body.”
“Reviewed by the governing body prior to filing.”
“The board of trustees and other fiduciaries managing its assets and maintain responsibility to administer the plan shall avoid participating in decisions or issues that constitute conflicts of interest prohibited by the employee retirement income security act as stated in their conflict of interest policy.”
“AVAILABLE ON REQUEST.”
“The process and methods for selecting the independent auditor have not changed from prior years.”
“Accounting principles generally accepted in 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 taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”
“Change in claims payable and ibnr -65,308. Change in estimated liability for future eligibility 640,000.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 429964 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 196382 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 1322628 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 1019059 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE H&W BENEFITS. |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 5166 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 9772721 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | KIM GOULD |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5032421621 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PMB 116 5331 S MACADAM AVE STE 258 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | PORTLAND |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97239 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 1725024 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 2178901 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 613 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 617577 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 186279 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 144150 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 3000 E PINE ST |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 5331 S MACADAM AVE 220 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 111 SW FIFTH AVE SUITE 3700 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | MERIDIAN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | PORTLAND |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | PORTLAND |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | ID |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | OR |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | OR |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 83642 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 97239 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 97204 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | BLUE CROSS OF ID HEALTH SERVICES INC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | BENESYS |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | MILLIMAN |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | CLAIMS ADMINISTRATION |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | ADMINISTRATOR |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | ACTUARY |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 9772721 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 844205 |
| IRS990/CYOtherExpensesAmt | 0 | 1360326 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 11010482 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 721640 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 11133047 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 11854687 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 14 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 30883 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 114868 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 951183 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 207030 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 1821 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | WILLIAM MAGNUSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MARK HOSICK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MELVIN CROMWELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | DAVE ANDERSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | NICK SAUNDERS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | TERESA PAIGE |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1967 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 96464 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 2486272 |
| IRS990/GrossReceiptsAmt | 0 | 14244495 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 16975 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 747741 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 747741 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 22474329 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 22485288 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | ID |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 2389808 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 19922742 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 19612138 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 96464 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 96464 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -1032244 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 27693 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 5591200 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 6165892 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 74077 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 89432 |
| IRS990/PrincipalOfficerNm | 0 | WILLIAM MAGNUSON |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | SELF-PAY CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | LIQUIDATED DAMAGES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 10598662 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 393063 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 18757 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 10598662 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 393063 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 18757 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 9518860 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 735440 |
| IRS990/PYOtherExpensesAmt | 0 | 1088100 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 9995609 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 124089 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 10606960 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 10731049 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 721640 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 19922742 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 19612138 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 347848 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 201732 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 576513 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 10556534 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 1821 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 1821 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -1032244 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 574692 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 5080000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 1085892 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | ESTIMATED LIABILITY FOR FUTURE ELIGIBILITY |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -1032244 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 1821 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 11852866 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN 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 TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | CHANGE IN CLAIMS PAYABLE AND IBNR -65,308. CHANGE IN ESTIMATED LIABILITY FOR FUTURE ELIGIBILITY 640,000. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 11133047 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 6165892 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 11854687 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 10820622 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 10556534 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EFFECTIVE OCTOBER 1, 2015 THE BOARD OF TRUSTEES HIRED BENESYS, INC., A THIRD PARTY ADMINISTRATOR IN PORTLAND, OR TO MANAGE THE DAY TO DAY OPERATIONS OF THE PLAN. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE ORGANIZATION DOES NOT HAVE COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | REVIEWED BY THE GOVERNING BODY PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE BOARD OF TRUSTEES AND OTHER FIDUCIARIES MANAGING ITS ASSETS AND MAINTAIN RESPONSIBILITY TO ADMINISTER THE PLAN SHALL AVOID PARTICIPATING IN DECISIONS OR ISSUES THAT CONSTITUTE CONFLICTS OF INTEREST PROHIBITED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT AS STATED IN THEIR CONFLICT OF INTEREST POLICY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | AVAILABLE ON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE PROCESS AND METHODS FOR SELECTING THE INDEPENDENT AUDITOR HAVE NOT CHANGED FROM PRIOR YEARS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART XII, LINE 2C: |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | PLUMBERS & PIPEFITTERS LOCAL 648 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | LOCAL UNION 296 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 820196579 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 820198631 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | SUPPORTING LOCAL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | SUPPORTING LOCAL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | ID |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | ID |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 456 N ARTHUR AVE STE 4 POCATELLO |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | 575 N RALSTIN ST STE A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | POCATELLO |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | MERIDIAN |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | ID |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | ID |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 83204 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 83642 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 1 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt | 0 | THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTI-EMPLOYER TRUST THAT PROVIDES HEALTH BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF MAY 31, 2023, THERE ARE APPROXIMATELY 39 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. PLUMBERS/FITTERS LU 296 PLUMBERS/FITTERS LU 648 ACCO ENGINEERED SYSTEMS AMERICAN CHILLER SERVICE APPLIED PROCESS COOLING CORP. ATS WELDING BABCOCK & WILCOX CO BARIN GROUP BOTT PLUMBING LLC CARRIER COMMERCIAL SRVS CFM/VR TESCO INC, LLC DAIKIN APPLIED AMERICAS ERIC SONNER LLC GEM STATE MECHANICAL INC GRANT MECHANICAL INC HARRIS MOUNTAIN WEST, LLC ICE BUILDERS,INC IDAHO ENVIRONMENTAL COALITION, LLC INTERMECH INC JH KELLY LLC JOHNSON CONTROLS INC L&L MECHANICAL INC LOUIS A ROSER COMPANY MECH TECH SERVICES MICHELS UTILITY SERVICES, INC MOUNTAIN STATES PIPE TRADES ASSOCIATION ORION MECHANICAL & INDUST PAIGE MECHANICAL GROUP PERMA COLD ENGINEERING PIPE TRADES IND HW (HW) REFRIGERATION UNLIMITED, INC. RM MECHANICAL S CALIFORNIA PT HW SALTENBERGER PLBG & HTG SHAMBAUGH & SON (296) SILVER BOW JATC SSC MECHANICAL AND HVAC SERVICES LLC STAINLESS SPECIALISTS INC STAR SERVICE, INC |
| IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 25943906 |
| IRS990/TotalAssetsEOYAmt | 0 | 25974412 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 25943906 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 25974412 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 14 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 11133047 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 6021164 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 6362274 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 6021164 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 6362274 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 19922742 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 19612138 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 11010482 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 844205 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 11010482 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 11854687 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 25943906 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 25974412 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/TotalAmt | 0 | 4094 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 5998 W GOWEN RD |
| IRS990/USAddress/CityNm | 0 | BOISE |
| IRS990/USAddress/StateAbbreviationCd | 0 | ID |
| IRS990/USAddress/ZIPCd | 0 | 83709 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | WILLIAM MAGNUSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CHAIRMAN |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2082881610 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-03-27 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | IDAHO PIPE TRADES TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | IDAH |
| ReturnHeader/Filer/EIN | 0 | 826030679 |
| ReturnHeader/Filer/PhoneNum | 0 | 2082881610 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 575 NORTH RALSTIN STREET A |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MERIDIAN |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | ID |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 83642 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 410746749 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CLIFTONLARSONALLEN LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 10700 NORTHUP WAY SUITE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BELLEVUE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 98004 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5038084135 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-03-25 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MICHAEL T MEAD CPA |
| ReturnHeader/ReturnTs | 0 | 2024-03-29T11:29:16-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | WILLIAM |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | MAGNUSON |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-05-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
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Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.