Civic Intelligence

Sound Health & Wellness Trust

EIN 91-6058475 • 501(c)9 • Bothell, WA

View Organization Page

Profile

To provide health and welfare benefits to eligible participants and their dependents.

11724 NE 195th St Ste 300Bothell, WA 98011

www.soundhealthwellness.com

Siviq Scores

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

Liabilities / Assets

94th percentile

0.65x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2025

Liabilities / Revenue

86th percentile

0.32x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2025

Net Margin

14th percentile

-9.3%

Higher net margin than 14% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2025

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 • $250M-$1B nonprofits • Source year 2025

Asset Growth

13th percentile

-11%

Faster asset growth than 13% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Revenue Growth

26th percentile

1.7%

Faster revenue growth than 26% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$148,200,931

Down $18,012,465 (-11%) from 2024

Liabilities

Up

$96,576,206

Up $7,646,891 (+8.6%) from 2024

Net Assets

Down

$51,624,725

Down $25,659,356 (-33%) from 2024

Operations
Liabilities / Revenue86th percentileNet Margin14th percentile

Revenue

Up

$300,999,287

Up $4,974,196 (+1.7%) from 2024

Expenses

Up

$329,009,002

Up $17,509,577 (+5.6%) from 2024

Net Income

Down

-$28,009,715

Down $12,535,381 (-81%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$300M$200M$100M$0Assets 2010: $139,837,672Liabilities 2010: $77,590,870Net Assets 2010: $62,246,8022010Assets 2011: $118,634,170Liabilities 2011: $77,275,856Net Assets 2011: $41,358,3142011Assets 2012: $117,753,574Liabilities 2012: $73,082,718Net Assets 2012: $44,670,8562012Assets 2013: $102,982,804Liabilities 2013: $75,802,224Net Assets 2013: $27,180,5802013Assets 2014: $117,741,315Liabilities 2014: $76,167,359Net Assets 2014: $41,573,9562014Assets 2015: $143,550,578Liabilities 2015: $77,365,234Net Assets 2015: $66,185,3442015Assets 2016: $186,622,847Liabilities 2016: $72,397,634Net Assets 2016: $114,225,2132016Assets 2017: $220,903,598Liabilities 2017: $76,788,952Net Assets 2017: $144,114,6462017Assets 2018: $257,806,616Liabilities 2018: $87,597,936Net Assets 2018: $170,208,6802018Assets 2019: $290,642,174Liabilities 2019: $76,371,868Net Assets 2019: $214,270,3062019Assets 2020: $256,530,776Liabilities 2020: $71,857,094Net Assets 2020: $184,673,6822020Assets 2021: $203,162,262Liabilities 2021: $76,555,995Net Assets 2021: $126,606,2672021Assets 2022: $181,681,087Liabilities 2022: $74,648,714Net Assets 2022: $107,032,3732022Assets 2023: $179,024,146Liabilities 2023: $87,345,357Net Assets 2023: $91,678,7892023Assets 2024: $166,213,396Liabilities 2024: $88,929,315Net Assets 2024: $77,284,0812024Assets 2025: $148,200,931Liabilities 2025: $96,576,206Net Assets 2025: $51,624,7252025

Highlighted filing

2025

Assets$148,200,931
Liabilities$96,576,206
Net Assets$51,624,725
Open 2025 Filing

Operations Trend

Revenue Growth26th percentile

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

$400M$300M$200M$100M$0-$100MExpenses 2010: $240,100,9422010Revenue 2011: $239,451,517Expenses 2011: $260,141,521Net Income 2011: -$20,690,0042011Expenses 2012: $248,516,7022012Expenses 2013: $264,429,8552013Revenue 2014: $267,488,005Expenses 2014: $251,741,010Net Income 2014: $15,746,9952014Revenue 2015: $285,828,206Expenses 2015: $261,728,061Net Income 2015: $24,100,1452015Revenue 2016: $299,452,117Expenses 2016: $248,181,964Net Income 2016: $51,270,1532016Revenue 2017: $284,830,092Expenses 2017: $256,313,395Net Income 2017: $28,516,6972017Revenue 2018: $296,999,283Expenses 2018: $272,142,085Net Income 2018: $24,857,1982018Revenue 2019: $306,298,087Expenses 2019: $273,727,806Net Income 2019: $32,570,2812019Revenue 2020: $239,281,683Expenses 2020: $267,164,078Net Income 2020: -$27,882,3952020Revenue 2021: $220,354,576Expenses 2021: $283,364,104Net Income 2021: -$63,009,5282021Revenue 2022: $269,875,972Expenses 2022: $284,848,356Net Income 2022: -$14,972,3842022Revenue 2023: $293,925,611Expenses 2023: $299,958,602Net Income 2023: -$6,032,9912023Revenue 2024: $296,025,091Expenses 2024: $311,499,425Net Income 2024: -$15,474,3342024Revenue 2025: $300,999,287Expenses 2025: $329,009,002Net Income 2025: -$28,009,7152025

Highlighted filing

2025

Revenue$300,999,287
Expenses$329,009,002
Net Income-$28,009,715
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,200,931
Liabilities
$96,576,206
Net assets
$51,624,725
Revenue
$300,999,287
Expenses
$329,009,002
Net income
-$28,009,715
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$148$96.6$51.6$301$329$28.0
2024Detailed filing. Detailed filing data is available for this year.$166$88.9$77.3$296$311$15.5
2023Detailed filing. Detailed filing data is available for this year.$179$87.3$91.7$294$300$6.03
2022Detailed filing. Detailed filing data is available for this year.$182$74.6$107$270$285$15.0
2021Detailed filing. Detailed filing data is available for this year.$203$76.6$127$220$283$63.0
2020Detailed filing. Detailed filing data is available for this year.$257$71.9$185$239$267$27.9
2019Detailed filing. Detailed filing data is available for this year.$291$76.4$214$306$274$32.6
2018Detailed filing. Detailed filing data is available for this year.$258$87.6$170$297$272$24.9
2017Detailed filing. Detailed filing data is available for this year.$221$76.8$144$285$256$28.5
2016Detailed filing. Detailed filing data is available for this year.$187$72.4$114$299$248$51.3
2015Detailed filing. Detailed filing data is available for this year.$144$77.4$66.2$286$262$24.1
2014Summary only. Only limited summary data is available for this year.$118$76.2$41.6$267$252$15.7
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$103$75.8$27.2$264
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$118$73.1$44.7$249
2011Summary only. Only limited summary data is available for this year.$119$77.3$41.4$239$260$20.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$140$77.6$62.2$240
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Feb 17, 2026
Return Version
2024v5.2
Gross Receipts
$339,217,684
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$116,513,848$104,767,523▼ $11,746,325
Rtn Earn Endowment Incm Other Fnds$77,284,081$51,624,725▼ $25,659,356
Accounts Receivable$28,254,295$26,086,868▼ $2,167,427
Savings and Temporary Cash Investments$20,819,177$16,737,276▼ $4,081,901
Prepaid Expenses and Deferred Charges$626,076$609,264▼ $16,812
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$166,213,396$148,200,931▼ $18,012,465
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$88,400,000$95,400,000▲ $7,000,000
Accounts Payable and Accrued Expenses$529,315$1,176,206▲ $646,891
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$88,929,315$96,576,206▲ $7,646,891
Net Assets / Fund Balance
Total Net Assets Fund Balance$77,284,081$51,624,725▼ $25,659,356
Total Liabilities and Net Assets / Fund Balance$166,213,396$148,200,931▼ $18,012,465
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Scott Klitzke PowersTrustee/chairman
Sean HammondFormer Trustee
Sharon CarrollFormer Trustee
Brent BohnTrustee
Eric Rennertrustee
Faye GuentherTrustee
Henry TaylorTrustee
Jessica KongTrustee
Kendra ValdezTrustee
Sarah CherinTrustee
Sean EmblyTrustee
Yvonne PetersTrustee
Zachery EnglanderTrustee
Joe MizrahiTrustee/secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Kaiser Foundation Health Plan Of WaHmo Administration320 WESTLAKE AVE N STE 100, Seattle, WA 98109$19,765,994
Zenith American Solutions INCAdministration11724 NE 195TH ST STE 300, Bothell, WA 98011$5,741,183
AetnaAdministration600 UNIVERSITY ST STE 920, Seatlle, WA 98101$3,617,606
Guardian Nurses Healthcare AdvocateAdministrationPO BOX 224, Flourtown, PA 19031$1,474,143
Delta Dental Of WashingtonDental Admin9706 4TH AVE NE, Seattle, WA 98115$1,318,341
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$296,117,517
Investment Income
$4,881,770
Other Revenue
$0
Change in Net Assets
$-28,009,715

Audited Revenue Reconciliation

Revenue per Audited Statements
$300,999,287
Revenue Not Reported on Form 990
$2,350,359
Total Revenue per Audited Statements
$303,349,646
Total Revenue per Form 990
$300,999,287
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,767,122
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---$322,241,880
Fees for Services Management---$2,983,411
Office Expenses---$984,038
Fees for Services Other---$775,663
Fees for Services Legal---$552,905
Fees for Services Accounting---$291,444
Other Expenses---$196,787
Insurance---$133,115
Information Technology---$121,912
Fees for Service Investment Mgmnt Fees---$71,306
Conferences and Meetings---$34,647
Total Functional Expenses$0$0$0$329,009,002

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$329,009,002
Expenses per Audited Statements$322,009,002
Total Expenses per Audited Statements$322,009,002
Expenses Not Reported on Financial Statements$7,000,000
Other Expense Adjustments$7,000,000
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$95,400,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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

PART VI, SECTION A, LINE 3:

“The organization has contracted with zenith american solutions, inc. To provide day-to-day administrative services to the organization.”

PART VI, SECTION B, LINE 11B:

“In addition to providing a complete copy of this form 990 to all of the trustees of the trust, the form 990 is reviewed by the executive committee prior to filing with the irs.”

PART VI, SECTION B, LINE 12C:

“The conflict-of-interest policy pertains to all trustees and service providers who can influence the actions of the trust. A conflict of interest includes an interest, direct or indirect, of a trustee or service provider to a trust, which may result in the trustee or service provider benefiting financially from a decision made in relation to his or her capacity as a trustee or service provider to the trust. Disclosures of possible conflicts of interest are made to either the secretary or the chairman of the trust. The trustees determine if a conflict of interest exists. The decision of the trustees, in relation to a conflict of interest, is binding and final.”

PART VI, SECTION C, LINE 19:

“Upon request, the organization makes its governing documents, conflict-of-interest policy and financial statements available to the public.”

PART VII, SECTION A, LINE 1A:

“Trustees are not compensated by the trust. Compensation reported on part vii, section a represents compensation paid to those trustees employed by a labor union, a related tax-exempt organization. Compensation paid to trustees employed by other related organizations is reported on the related tax-exempt organizations' form 990, filed with the internal revenue service. If you would like additional information, please contact the trust's third-party administrator, zenith american solutions, inc.”

Filing and Contact Details

Filer

Filer Name
Sound Health & Wellness Trust
EIN
91-6058475
In Care Of
% SHANNON WILLIAMS
Phone
2062824100
Address
11724 NE 195TH ST STE 300, BOTHELL, WA 98011

Signing Officer

Name
Scott Klitzke Powers
Title
Chairman
Phone
2062824100
Signed
2026-02-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Klitzke Powers
Formed
1957
Legal Domicile
Wa
Voting Board Members
12
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
2101 4TH AVE STE 1830, SEATTLE, WA 98121-2345
Preparer
Catalina Kirby
Phone
2065963930
Supplemental Narrative

Additional Explanations

PART V, LINE 1A:

“The trust does not issue forms 1099 directly to reportable service providers. Rather, the contract administrator uses their employer identification number for the forms 1099 issued on behalf of the trust.”

PART XII, LINE 2C:

“The board of trustees have responsibility for oversight of the audit and selection of an independent accountant. This process has not changed.”

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 trust 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 trust 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 benefit obligations.”

Raw XML AppendixShowing 400 of 605 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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