Civic Intelligence

Employee Painters' Trust Health

990 • Fiscal year 2019 • EIN 91-0597991

Aug 01, 2018 to Jul 31, 2019 • Filed on Jul 07, 2020

Organization ProfileN/A

View Organization Page

18300 Cascade Ave S Ste 141Tukwila, WA 98188

(206) 518-9730

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.40x

Higher debt load relative to assets than 82% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

92nd percentile

0.53x

Higher debt load relative to revenue than 92% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Net Margin

14th percentile

-10%

Higher net margin than 14% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

57th percentile

$95,691

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Asset Growth

22nd percentile

-0.2%

Faster asset growth than 22% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

42nd percentile

2.9%

Faster revenue growth than 42% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$102,667,937

Down $254,094 (-0.2%) from 2018

Net Assets

Down

$61,811,209

Down $5,943,829 (-8.8%) from 2018

Liabilities

Up

$40,856,728

Up $5,689,735 (+16%) from 2018

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin14th percentile

Revenue

Up

$77,642,566

Up $2,173,278 (+2.9%) from 2018

Expenses

Up

$85,691,859

Up $13,451,191 (+19%) from 2018

Net Income

Down

-$8,049,293

Down $11,277,913 (-349%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$150M$100M$50M$0Assets 2010: $86,038,387Liabilities 2010: $7,770,497Net Assets 2010: $78,267,8902010Assets 2011: $77,852,019Liabilities 2011: $6,749,374Net Assets 2011: $71,102,6452011Assets 2012: $73,200,962Liabilities 2012: $16,535,300Net Assets 2012: $56,665,6622012Assets 2013: $71,098,574Liabilities 2013: $16,826,650Net Assets 2013: $54,271,9242013Assets 2014: $78,579,206Liabilities 2014: $25,696,131Net Assets 2014: $52,883,0752014Assets 2015: $77,070,240Liabilities 2015: $23,457,314Net Assets 2015: $53,612,9262015Assets 2016: $82,143,385Liabilities 2016: $21,836,474Net Assets 2016: $60,306,9112016Assets 2017: $97,094,194Liabilities 2017: $32,230,802Net Assets 2017: $64,863,3922017Assets 2018: $102,922,031Liabilities 2018: $35,166,993Net Assets 2018: $67,755,0382018Assets 2019: $102,667,937Liabilities 2019: $40,856,728Net Assets 2019: $61,811,2092019Assets 2020: $110,934,817Liabilities 2020: $43,703,562Net Assets 2020: $67,231,2552020Assets 2021: $121,082,024Liabilities 2021: $48,414,688Net Assets 2021: $72,667,3362021Assets 2022: $102,882,797Liabilities 2022: $47,414,069Net Assets 2022: $55,468,7282022Assets 2023: $111,690,393Liabilities 2023: $51,060,158Net Assets 2023: $60,630,2352023Assets 2024: $120,170,713Liabilities 2024: $46,614,044Net Assets 2024: $73,556,6692024

Highlighted filing

2019

Assets$102,667,937
Liabilities$40,856,728
Net Assets$61,811,209
Open 2019 Filing

Operations Trend

Revenue Growth42nd percentile

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

$100M$50M$0-$50MExpenses 2010: $54,312,8442010Expenses 2011: $49,975,7762011Revenue 2012: $41,709,722Expenses 2012: $42,810,514Net Income 2012: -$1,100,7922012Revenue 2013: $42,451,579Expenses 2013: $44,548,669Net Income 2013: -$2,097,0902013Revenue 2014: $46,710,358Expenses 2014: $47,586,993Net Income 2014: -$876,6352014Revenue 2015: $53,452,662Expenses 2015: $51,881,137Net Income 2015: $1,571,5252015Revenue 2016: $62,974,122Expenses 2016: $60,019,010Net Income 2016: $2,955,1122016Revenue 2017: $69,633,737Expenses 2017: $64,659,527Net Income 2017: $4,974,2102017Revenue 2018: $75,469,288Expenses 2018: $72,240,668Net Income 2018: $3,228,6202018Revenue 2019: $77,642,566Expenses 2019: $85,691,859Net Income 2019: -$8,049,2932019Revenue 2020: $81,342,034Expenses 2020: $77,332,127Net Income 2020: $4,009,9072020Revenue 2021: $84,126,168Expenses 2021: $79,286,584Net Income 2021: $4,839,5842021Revenue 2022: $77,554,776Expenses 2022: $87,967,525Net Income 2022: -$10,412,7492022Revenue 2023: $87,404,039Expenses 2023: $83,126,340Net Income 2023: $4,277,6992023Revenue 2024: $85,189,390Expenses 2024: $77,880,505Net Income 2024: $7,308,8852024

Highlighted filing

2019

Revenue$77,642,566
Expenses$85,691,859
Net Income-$8,049,293
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Jul 7, 2020
Return Version
2018v3.3
Gross Receipts
$121,572,254
Mission and Program Overview

Mission

The plan is a multiemployer health and welfare plan designed to provide benefits for eligible participants and beneficiaries as specified in the plan document.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$76,081,647$78,386,268▲ $2,304,621
Rtn Earn Endowment Incm Other Fnds$67,555,038$61,811,209▼ $5,743,829
Savings and Temporary Cash Investments$17,126,722$16,524,351▼ $602,371
Accounts Receivable$6,777,422$7,217,458▲ $440,036
Cash and Non-Interest-Bearing Accounts$2,922,128$538,034▼ $2,384,094
Prepaid Expenses and Deferred Charges$14,112$1,826▼ $12,286
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
Total Assets$102,922,031$102,667,937▼ $254,094
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$34,827,511$40,467,584▲ $5,640,073
Accounts Payable and Accrued Expenses$339,482$389,144▲ $49,662
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$35,166,993$40,856,728▲ $5,689,735
Net Assets / Fund Balance
Total Net Assets Fund Balance$67,755,038$61,811,209▼ $5,943,829
Total Liabilities and Net Assets / Fund Balance$102,922,031$102,667,937▼ $254,094
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa KollmanExecutive DirectorFT$70,712$24,979$95,691

Board Members and Trustees

NameTitle
Denis SullivanCo-Chairman
Stacey GrundCo-Chairman
Bob PuzasEmployer Trustee
Jeremy GibsonEmployer Trustee
Steve MalcolmEmployer Trustee
Tom PfundsteinEmployer Trustee
Chris ChristophersenUnion Trustee
Dave WinklerUnion Trustee
Lisa DeRosiaUnion Trustee
Russ JamesUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
AetnaClaims Administrator600 UNIVERSITY ST STE 920, Seattle, WA 98101$1,564,279
BenesysAdministrator18300 Cascade Ave South Suite 141, Tukwilla, WA 98188$1,365,717
Innovative Care ManagementUtilization ReviewPO BOX 22386, Portland, OR 97269$460,142
Christensen James MartinAttorney7440 W SAHARA AVE, Las Vegas, NV 89117$232,396
The Urban Law FirmAttorney4270 S DECATUR BLVD STE A-9, Las Vegas, NV 89103$225,075
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$75,739,367
Investment Income
$1,903,199
Other Revenue
$0
Change in Net Assets
$-8,049,293

Audited Revenue Reconciliation

Revenue per Audited Statements
$77,642,566
Revenue Not Reported on Form 990
$2,105,464
Total Revenue per Audited Statements
$79,748,030
Total Revenue per Form 990
$77,642,566
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,875,305
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---$82,816,554
Fees for Services Management---$1,473,300
Fees for Services Legal---$456,447
Office Expenses---$331,555
Fees for Services Accounting---$270,641
Fees for Service Investment Mgmnt Fees---$159,726
Fees for Services Other---$92,425
Conferences and Meetings---$47,433
Other Expenses---$26,450
Insurance---$17,328
Total Functional Expenses$0$0$0$85,691,859

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$85,691,859
Expenses per Audited Statements$79,310,859
Total Expenses per Audited Statements$79,310,859
Expenses Not Reported on Financial Statements$6,381,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$31,831,000
Due to Related Trusts and$8,636,584
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
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:

“The plan's cpa prepared the form 990 which is reviewed by the plan administrator and presented to a designated trustee to review and approve prior to filing. The full board can request copies of the completed 990. Part vi, line 12c: trustees are required to notify the plan of any changes in their interests that could give rise to conflicts. Part vi, line 19: the plan's governing documents, conflict of interest policy, and financial statements are maintained at the plan office and are available on request. Part vii, section a - compensation of officers: the board of trustees serve for no compensation. Salaries and wages paid to trustees by their employers are reported on the employers' payroll tax filings and this information is not reported or known to the plan administrator.”

Filing and Contact Details

Filer

Filer Name
Painters Trust
EIN
91-0597991
In Care Of
% BENESYS ADMINISTRATION
Phone
2065189730
Address
18300 CASCADE AVE S STE 141, TUKWILA, WA 98188

Signing Officer

Name
Dave Winkler
Title
union trustee
Phone
2065189730
Signed
2020-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacey Grund
Formed
1952
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
0
Employees
1
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
600 STEWART ST STE 618, SEATTLE, WA 98101-1261
Preparer
Catalina Kirby
Phone
2065963930
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Part XII, Line 4B: Change in benefit obligations.”

Raw XML AppendixShowing 400 of 498 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0339482
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0389144
IRS990/AccountsReceivableGrp/BOYAmt06777422
IRS990/AccountsReceivableGrp/EOYAmt07217458
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The plan is a multiemployer health and welfare plan designed to provide benefits for eligible participants and beneficiaries as specified in the plan document.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt082816554
IRS990/BooksInCareOfDetail/PersonNm0BENESYS ADMINISTRATION
IRS990/BooksInCareOfDetail/PhoneNum02065189730
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt018300 CASCADE AVE S STE 141
IRS990/BooksInCareOfDetail/USAddress/CityNm0TUKWILA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098188
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt02922128
IRS990/CashNonInterestBearingGrp/EOYAmt0538034
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt047433
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt01564279
IRS990/ContractorCompensationGrp/CompensationAmt1460142
IRS990/ContractorCompensationGrp/CompensationAmt2225075
IRS990/ContractorCompensationGrp/CompensationAmt31365717
IRS990/ContractorCompensationGrp/CompensationAmt4232396
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0600 UNIVERSITY ST STE 920
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 22386
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt24270 S DECATUR BLVD STE A-9
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt318300 Cascade Ave South Suite 141
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt47440 W SAHARA AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SEATTLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2LAS VEGAS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3TUKWILLA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4LAS VEGAS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2NV
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3WA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4NV
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd098101
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd197269
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd289103
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd398188
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd489117
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0AETNA
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1INNOVATIVE CARE MANAGEMENT
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2THE URBAN LAW FIRM
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3BENESYS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4CHRISTENSEN JAMES MARTIN
IRS990/ContractorCompensationGrp/ServicesDesc0CLAIMS ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc1UTILIZATION REVIEW
IRS990/ContractorCompensationGrp/ServicesDesc2ATTORNEY
IRS990/ContractorCompensationGrp/ServicesDesc3ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc4Attorney
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt082816554
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01903199
IRS990/CYOtherExpensesAmt02875305
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt075739367
IRS990/CYRevenuesLessExpensesAmt0-8049293
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt085691859
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt077642566
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The plan is a multiemployer health and welfare plan designed to provide benefits for eligible participants and beneficiaries as specified in the plan document.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt0270641
IRS990/FeesForServicesLegalGrp/TotalAmt0456447
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt01473300
IRS990/FeesForServicesOtherGrp/TotalAmt092425
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0159726
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1024979
IRS990/Form990PartVIISectionAGrp/PersonNm0Stacey Grund
IRS990/Form990PartVIISectionAGrp/PersonNm1Steve Malcolm
IRS990/Form990PartVIISectionAGrp/PersonNm2Jeremy Gibson
IRS990/Form990PartVIISectionAGrp/PersonNm3Tom Pfundstein
IRS990/Form990PartVIISectionAGrp/PersonNm4Bob Puzas
IRS990/Form990PartVIISectionAGrp/PersonNm5Russ James
IRS990/Form990PartVIISectionAGrp/PersonNm6Chris Christophersen
IRS990/Form990PartVIISectionAGrp/PersonNm7Denis Sullivan
IRS990/Form990PartVIISectionAGrp/PersonNm8Lisa DeRosia
IRS990/Form990PartVIISectionAGrp/PersonNm9Dave Winkler
IRS990/Form990PartVIISectionAGrp/PersonNm10Melissa Kollman
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1070712
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Co-Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7Co-Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt8UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10Executive Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-550180
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt043379508
IRS990/GrossReceiptsAmt0121572254
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt017328
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02453379
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02453379
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt076081647
IRS990/InvestmentsPubTradedSecGrp/EOYAmt078386268
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt043929688
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PLAN IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN DESIGNED TO PROVIDE BENEFITS FOR ELIGIBILE PARTICIPANTS AND BENEFICIARIES AS SPECIFIED IN THE PLAN DOCUMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt067755038
IRS990/NetAssetsOrFundBalancesEOYAmt061811209
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-550180
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-550180
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02105464
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt0331555
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt026450
IRS990/OtherLiabilitiesGrp/BOYAmt034827511
IRS990/OtherLiabilitiesGrp/EOYAmt040467584
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014112
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01826
IRS990/PrincipalOfficerNm0Stacey Grund
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SELF PAY CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt073285236
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12454131
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt073285236
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12454131
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt069367491
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02392802
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02873177
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt073076486
IRS990/PYRevenuesLessExpensesAmt03228620
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt072240668
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt075469288
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-8049293
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt067555038
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt061811209
IRS990/SavingsAndTempCashInvstGrp/BOYAmt017126722
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016524351
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06381000
IRS990ScheduleD/ExpensesSubtotalAmt079310859
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06381000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02105464
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt031831000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt18636584
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED TRUSTS AND
IRS990ScheduleD/RevenueNotReportedAmt02105464
IRS990ScheduleD/RevenueSubtotalAmt077642566
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Part XII, Line 4B: Change in benefit obligations.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt085691859
IRS990ScheduleD/TotalLiabilityAmt040467584
IRS990ScheduleD/TotalRevenuePerForm990Amt077642566
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt079748030
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt079310859
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S CPA PREPARED THE FORM 990 WHICH IS REVIEWED BY THE PLAN ADMINISTRATOR AND PRESENTED TO A DESIGNATED TRUSTEE TO REVIEW AND APPROVE PRIOR TO FILING. THE FULL BOARD CAN REQUEST COPIES OF THE COMPLETED 990. PART VI, LINE 12C: TRUSTEES ARE REQUIRED TO NOTIFY THE PLAN OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, LINE 19: THE PLAN'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE PLAN OFFICE AND ARE AVAILABLE ON REQUEST. PART VII, SECTION A - COMPENSATION OF OFFICERS: THE BOARD OF TRUSTEES SERVE FOR NO COMPENSATION. SALARIES AND WAGES PAID TO TRUSTEES BY THEIR EMPLOYERS ARE REPORTED ON THE EMPLOYERS' PAYROLL TAX FILINGS AND THIS INFORMATION IS NOT REPORTED OR KNOWN TO THE PLAN ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 11B:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII - SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII - SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEE PART VII - SUPPLEMENTAL INFORMATION
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,667,937
Liabilities
$40,856,728
Net assets
$61,811,209
Revenue
$77,642,566
Expenses
$85,691,859
Net income
-$8,049,293
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$120$46.6$73.6$85.2$77.9$7.31
2023Detailed filing. Detailed filing data is available for this year.$112$51.1$60.6$87.4$83.1$4.28
2022Detailed filing. Detailed filing data is available for this year.$103$47.4$55.5$77.6$88.0$10.4
2021Detailed filing. Detailed filing data is available for this year.$121$48.4$72.7$84.1$79.3$4.84
2020Detailed filing. Detailed filing data is available for this year.$111$43.7$67.2$81.3$77.3$4.01
2019Detailed filing. Detailed filing data is available for this year.$103$40.9$61.8$77.6$85.7$8.05
2018Detailed filing. Detailed filing data is available for this year.$103$35.2$67.8$75.5$72.2$3.23
2017Detailed filing. Detailed filing data is available for this year.$97.1$32.2$64.9$69.6$64.7$4.97
2016Detailed filing. Detailed filing data is available for this year.$82.1$21.8$60.3$63.0$60.0$2.96
2015Detailed filing. Detailed filing data is available for this year.$77.1$23.5$53.6$53.5$51.9$1.57
2014Detailed filing. Detailed filing data is available for this year.$78.6$25.7$52.9$46.7$47.6$0.88
2013Summary only. Only limited summary data is available for this year.$71.1$16.8$54.3$42.5$44.5$2.10
2012Summary only. Only limited summary data is available for this year.$73.2$16.5$56.7$41.7$42.8$1.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.9$6.75$71.1$50.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$86.0$7.77$78.3$54.3
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)9 • $100M-$250M nonprofits