Civic Intelligence

Machinists Health and Welfare Trust Fund

EIN 91-1363505 • 501(c)9 • Seattle, WA

Profile

To provide health and welfare benefits to eligible participants as specified in the plan.

PO Box 34203Seattle, WA 98124

n/A

Siviq Scores

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

Liabilities / Assets

67th percentile

0.13x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.25x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

62nd percentile

10%

Higher net margin than 62% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

58th percentile

8.7%

Faster asset growth than 58% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

8.0%

Faster revenue growth than 52% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$55,731,483

Up $4,444,094 (+8.7%) from 2023

Liabilities

Down

$7,386,941

Down $580,330 (-7.3%) from 2023

Net Assets

Up

$48,344,542

Up $5,024,424 (+12%) from 2023

Revenue

Up

$29,062,595

Up $2,140,812 (+8.0%) from 2023

Expenses

Down

$26,021,583

Down $512,471 (-1.9%) from 2023

Net Income

Up

$3,041,012

Up $2,653,283 (+684%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $14,665,863Liabilities 2010: $5,029,873Net Assets 2010: $9,635,9902010Assets 2011: $14,730,344Liabilities 2011: $4,837,959Net Assets 2011: $9,892,3852011Assets 2012: $15,752,410Liabilities 2012: $5,338,600Net Assets 2012: $10,413,8102012Assets 2013: $16,153,332Liabilities 2013: $4,673,681Net Assets 2013: $11,479,6512013Assets 2014: $19,186,633Liabilities 2014: $8,495,650Net Assets 2014: $10,690,9832014Assets 2015: $19,280,452Liabilities 2015: $7,820,827Net Assets 2015: $11,459,6252015Assets 2016: $22,931,731Liabilities 2016: $8,194,618Net Assets 2016: $14,737,1132016Assets 2017: $26,642,487Liabilities 2017: $7,468,629Net Assets 2017: $19,173,8582017Assets 2018: $31,141,966Liabilities 2018: $6,872,256Net Assets 2018: $24,269,7102018Assets 2019: $39,089,187Liabilities 2019: $6,918,668Net Assets 2019: $32,170,5192019Assets 2020: $47,643,270Liabilities 2020: $6,903,376Net Assets 2020: $40,739,8942020Assets 2021: $52,643,086Liabilities 2021: $5,906,823Net Assets 2021: $46,736,2632021Assets 2022: $51,192,295Liabilities 2022: $7,746,197Net Assets 2022: $43,446,0982022Assets 2023: $51,287,389Liabilities 2023: $7,967,271Net Assets 2023: $43,320,1182023Assets 2024: $55,731,483Liabilities 2024: $7,386,941Net Assets 2024: $48,344,5422024

Highlighted filing

2024

Assets$55,731,483
Liabilities$7,386,941
Net Assets$48,344,542

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $22,128,4922010Revenue 2011: $24,249,262Expenses 2011: $24,231,682Net Income 2011: $17,5802011Expenses 2012: $24,954,1742012Expenses 2013: $26,075,5342013Revenue 2014: $28,000,528Expenses 2014: $28,645,979Net Income 2014: -$645,4512014Revenue 2015: $29,221,906Expenses 2015: $28,135,221Net Income 2015: $1,086,6852015Revenue 2016: $30,544,721Expenses 2016: $27,409,637Net Income 2016: $3,135,0842016Revenue 2017: $30,614,782Expenses 2017: $26,512,987Net Income 2017: $4,101,7952017Revenue 2018: $31,323,498Expenses 2018: $26,144,129Net Income 2018: $5,179,3692018Revenue 2019: $31,208,164Expenses 2019: $24,423,189Net Income 2019: $6,784,9752019Revenue 2020: $30,554,033Expenses 2020: $23,643,511Net Income 2020: $6,910,5222020Revenue 2021: $28,345,807Expenses 2021: $23,413,674Net Income 2021: $4,932,1332021Revenue 2022: $27,557,014Expenses 2022: $25,738,335Net Income 2022: $1,818,6792022Revenue 2023: $26,921,783Expenses 2023: $26,534,054Net Income 2023: $387,7292023Revenue 2024: $29,062,595Expenses 2024: $26,021,583Net Income 2024: $3,041,0122024

Highlighted filing

2024

Revenue$29,062,595
Expenses$26,021,583
Net Income$3,041,012

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$55.7$7.39$48.3$29.1$26.0$3.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.3$7.97$43.3$26.9$26.5$0.39
2022Detailed filing. Detailed filing data is available for this year.$51.2$7.75$43.4$27.6$25.7$1.82
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.6$5.91$46.7$28.3$23.4$4.93
2020Detailed filing. Detailed filing data is available for this year.$47.6$6.90$40.7$30.6$23.6$6.91
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.1$6.92$32.2$31.2$24.4$6.78
2018Detailed filing. Detailed filing data is available for this year.$31.1$6.87$24.3$31.3$26.1$5.18
2017Detailed filing. Detailed filing data is available for this year.$26.6$7.47$19.2$30.6$26.5$4.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.9$8.19$14.7$30.5$27.4$3.14
2015Detailed filing. Detailed filing data is available for this year.$19.3$7.82$11.5$29.2$28.1$1.09
2014Detailed filing. Detailed filing data is available for this year.$19.2$8.50$10.7$28.0$28.6$0.65
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$4.67$11.5$26.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.8$5.34$10.4$25.0
2011Summary only. Only limited summary data is available for this year.$14.7$4.84$9.89$24.2$24.2$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$5.03$9.64$22.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
May 21, 2025
Return Version
2023v6.0
Gross Receipts
$36,952,950
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants as specified in the plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$45,454,183$50,041,074▲ $4,586,891
Rtn Earn Endowment Incm Other Fnds$43,320,118$48,344,542▲ $5,024,424
Cash and Non-Interest-Bearing Accounts$3,227,203$2,850,898▼ $376,305
Accounts Receivable$2,598,488$2,816,233▲ $217,745
Prepaid Expenses and Deferred Charges$7,515$23,278▲ $15,763
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$51,287,389$55,731,483▲ $4,444,094
Liabilities
Other Liabilities$7,940,840$7,350,142▼ $590,698
Accounts Payable and Accrued Expenses$26,431$36,799▲ $10,368
Total Liabilities$7,967,271$7,386,941▼ $580,330
Net Assets / Fund Balance
Total Net Assets Fund Balance$43,320,118$48,344,542▲ $5,024,424
Total Liabilities and Net Assets / Fund Balance$51,287,389$55,731,483▲ $4,444,094
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Regence BlueshieldClaims Administration333 GILKEY ROAD, Burlington, VA 98233$985,358
Welfare & Pension Administration ServiceThird Party Administration7525 SE 24TH ST 200, Mercer Island, WA 98040$281,039
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$27,440,684
Investment Income
$1,621,911
Other Revenue
$0
Change in Net Assets
$3,041,012

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,981,200
Revenue Not Reported on Financial Statements
$81,395
Revenue Not Reported on Form 990
$1,983,412
Total Revenue per Audited Statements
$30,964,612
Total Revenue per Form 990
$29,062,595
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,772,239
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---$24,249,344
Fees for Services Management---$1,301,778
Fees for Services Other---$233,973
Fees for Service Investment Mgmnt Fees---$87,198
Fees for Services Legal---$57,400
Fees for Services Accounting---$47,041
Insurance---$24,982
Office Expenses---$11,268
Conferences and Meetings---$8,599
Total Functional Expenses$0$0$0$26,021,583

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$26,530,886
Total Expenses per Audited Statements$26,530,886
Total Expenses per Form 990$26,021,583
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-509,303
Other Expense Adjustments$-590,698
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
Lag Months Eligibility Coverage$4,327,400
Incurred But Not Yet Reported Claims$2,359,900
Alaska Machinists Premium Liability$417,200
Claims Payable$156,000
Premiums Payable$89,642
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
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., a third party administrator.

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

The board of trustees have not delegated and governance authority to committees.

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

Reviewed by the governing body prior to filing.

Form 990, Part VI, Section B, Line 12C

The organization regularly and consistently monitors and enforces compliance with policy. Any potential conflicts of interest brought to the board of trustees will be reviewed, and a decision will be made on whether the identified conflict is deemed a conflict of interest. The interested member will be excluded from voting authority on any decisions relating to the associated party to the conflict of interest.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are not available to the public. Plan participants have the right to certain financial information and notices as provided by erisa.

Form 990, Part VII, Section A, Line 6

Trustees are not compensated by the trust. Compensation paid to trustees employed by other related tax-exempt organizations is reported on form 990 to be filed with the irs by the related tax-exempt organization. If you would like additional information, please contact the plan administrator.

Filing and Contact Details

Filer

Filer Name
Machinists Health and Welfare Trust Fund
EIN
91-1363505
Phone
2064417574
Address
PO BOX 34203, SEATTLE, WA 98124

Signing Officer

Name
Art Boulton
Title
Chairman
Phone
2064417574
Signed
2025-05-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Art Boulton
Formed
1988
Legal Domicile
Wa
Voting Board Members
6
Independent Board Members
1
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, Lines 2B & 2C

The board of trustees is responsible for overseeing the annual audit and hiring the auditor. This process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

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.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Change in eligibility for future benefits - alaska group -61,800. Change in lag months eligibility coverage 180,400. Change in premiums payable 89,202. Change in claims payable -637,200. Change in incurred but not reported claims -161,300.

Part X, Line 2

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.

Raw XML Appendix383 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt026431
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt036799
IRS990/AccountsReceivableGrp/BOYAmt02598488
IRS990/AccountsReceivableGrp/EOYAmt02816233
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt024249344
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HEIDI CAMPBELL WELFARE AND PENSION ADMINISTRATION
IRS990/BooksInCareOfDetail/PhoneNum02064417574
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07525 SE 24TH SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0MERCER ISLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098040
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt03227203
IRS990/CashNonInterestBearingGrp/EOYAmt02850898
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt08599
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0985358
IRS990/ContractorCompensationGrp/CompensationAmt1281039
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0333 GILKEY ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt17525 SE 24TH ST 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BURLINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1MERCER ISLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1WA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd098233
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd198040
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0REGENCE BLUESHIELD
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1WELFARE & PENSION ADMINISTRATION SERVICE
IRS990/ContractorCompensationGrp/ServicesDesc0CLAIMS ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc1THIRD PARTY ADMINISTRATION
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt024249344
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01621911
IRS990/CYOtherExpensesAmt01772239
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt027440684
IRS990/CYRevenuesLessExpensesAmt03041012
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt026021583
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt029062595
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt047041
IRS990/FeesForServicesLegalGrp/TotalAmt057400
IRS990/FeesForServicesManagementGrp/TotalAmt01301778
IRS990/FeesForServicesOtherGrp/TotalAmt0233973
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt087198
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0ART BOULTON
IRS990/Form990PartVIISectionAGrp/PersonNm1DALE SCHIFFLER
IRS990/Form990PartVIISectionAGrp/PersonNm2MIKE WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm3ZAC COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm4LEAURI MOORE START 223
IRS990/Form990PartVIISectionAGrp/PersonNm5BETH BERGEON START 623
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-85845
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07804510
IRS990/GrossReceiptsAmt036952950
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt024982
IRS990/InvestmentIncomeGrp/ExclusionAmt01707756
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01707756
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt045454183
IRS990/InvestmentsPubTradedSecGrp/EOYAmt050041074
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07890355
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt043320118
IRS990/NetAssetsOrFundBalancesEOYAmt048344542
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-85845
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-85845
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01983412
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt011268
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt07940840
IRS990/OtherLiabilitiesGrp/EOYAmt07350142
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07515
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023278
IRS990/PrincipalOfficerNm0ART BOULTON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SELF-PAY CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt027204435
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1236249
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt027204435
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1236249
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt024857660
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0809950
IRS990/PYOtherExpensesAmt01676394
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt026111833
IRS990/PYRevenuesLessExpensesAmt0387729
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt026534054
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026921783
IRS990/ReconcilationRevenueExpnssAmt03041012
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt043320118
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt048344542
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-509303
IRS990ScheduleD/ExpensesSubtotalAmt026530886
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt081395
IRS990ScheduleD/InvestmentExpensesNotIncldAmt081395
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01983412
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-590698
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02359900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt189642
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2417200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt34327400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4156000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INCURRED BUT NOT YET REPORTED CLAIMS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ALASKA MACHINISTS PREMIUM LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3LAG MONTHS ELIGIBILITY COVERAGE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4CLAIMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt01983412
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt081395
IRS990ScheduleD/RevenueSubtotalAmt028981200
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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/ExplanationTxt1CHANGE IN ELIGIBILITY FOR FUTURE BENEFITS - ALASKA GROUP -61,800. CHANGE IN LAG MONTHS ELIGIBILITY COVERAGE 180,400. CHANGE IN PREMIUMS PAYABLE 89,202. CHANGE IN CLAIMS PAYABLE -637,200. CHANGE IN INCURRED BUT NOT REPORTED CLAIMS -161,300.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ACCOUNTING 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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART X, LINE 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt026021583
IRS990ScheduleD/TotalLiabilityAmt07350142
IRS990ScheduleD/TotalRevenuePerForm990Amt029062595
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt030964612
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt026530886
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DAY TO DAY OPERATIONS OF THE PLAN ARE MANAGED BY WELFARE & PENSION ADMINISTRATION SERVICE, INC., A THIRD PARTY ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES HAVE NOT DELEGATED AND GOVERNANCE AUTHORITY TO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED BY THE GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH POLICY. ANY POTENTIAL CONFLICTS OF INTEREST BROUGHT TO THE BOARD OF TRUSTEES WILL BE REVIEWED, AND A DECISION WILL BE MADE ON WHETHER THE IDENTIFIED CONFLICT IS DEEMED A CONFLICT OF INTEREST. THE INTERESTED MEMBER WILL BE EXCLUDED FROM VOTING AUTHORITY ON ANY DECISIONS RELATING TO THE ASSOCIATED PARTY TO THE CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. PLAN PARTICIPANTS HAVE THE RIGHT TO CERTAIN FINANCIAL INFORMATION AND NOTICES AS PROVIDED BY ERISA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED TAX-EXEMPT ORGANIZATIONS IS REPORTED ON FORM 990 TO BE FILED WITH THE IRS BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE PLAN ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE ANNUAL AUDIT AND HIRING THE AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
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 B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINES 2B & 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0AEROSPACE DISTRICT 751
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BUTTE-SILVER BOW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CITY OF BLAINE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3CITY OF FERNDALE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4COMMUNITY TRANSIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5IAM & AW LL 568
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6IAM DISTRICT 160
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7KITSAP TRANSIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt8MACHINISTS INSTITUTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt9PORT OF SEATTLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt10PTE LOCAL 17
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 JULY 31, 2024, THERE ARE APPROXIMATELY 62 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 ALASKA GENERAL SEAFOOD AMERICAN PRESIDENT ARDAGH GROUP AUSTIN MAC, INC. BARNARD IGLITZIN BELSHAW BROTHERS INC BIG B'S TRUCK REPAIR BLADE CHEVROLET BUTTE-SILVERBOW CADMAN INC CASCADE MACHINERY & CITY OF BLAINE CITY OF FERNDALE CITY TRANSFER INC CLEANSCAPES COMMERCIAL BRAKE & COMMUNITY TRANSIT CON GLOBAL INDUSTRIES DISTRIBUTION TRK CO EDMONDS AUTOMOTIVE EDWARDS EQUIPMENT CO FEDERAL MARINE AND FIRST TRANSIT FRANZ FAMILY BAKERIES HARBOR LAND 2C, LLC HARBOR MACHINE & HOGLAND TRANSFER CO HUSKY TERMINAL I.A.M. DISTRICT 160 INDUSTRIAL REPAIR JERRY SMITH CHEVROLET JONES STEVE DORING CO KITSAP TRANSIT LEE & EASTES TANK LINE MACHINISTS INSTITUTE MARINE MECHANICAL INC MARKEY MACHINERY CO MARKS GOLF CARS & MCDOWELL NORTHWEST INC MOBILE ONE TRAILER MONARCH MACHINE & MONTIGODEL RAY CORP MW TRAILER REPAIR LLC PACIFICA MARINE INC PACIFIC PROPELLER INTL PORT OF SEATTLE PRECISION EQUIPMENT PTE LOCAL 17 RABANCO LTD RESOURCE MGMT ASSOC. SEA-STAR STEVE DORING SEATTLE TIMES SSA TERMINALS, LLC STREICH BROS INC TOTE SERVICES LLC TRAINING CONNECTIONS TRUCK CARE 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/TotalAssetsBOYAmt051287389
IRS990/TotalAssetsEOYAmt055731483
IRS990/TotalAssetsGrp/BOYAmt051287389
IRS990/TotalAssetsGrp/EOYAmt055731483
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt026021583
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07967271
IRS990/TotalLiabilitiesEOYAmt07386941
IRS990/TotalLiabilitiesGrp/BOYAmt07967271
IRS990/TotalLiabilitiesGrp/EOYAmt07386941
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt043320118
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt048344542
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt027440684
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01621911
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt027440684
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt029062595
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt051287389
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt055731483
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 34203
IRS990/USAddress/CityNm0SEATTLE
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098124
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ART BOULTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02064417574
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MACHINISTS HEALTH AND WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0MACH
ReturnHeader/Filer/EIN0911363505
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/PreparationDt02025-05-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL T MEAD CPA
ReturnHeader/ReturnTs02025-05-23T12:24:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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