Civic Intelligence

Sound Health & Wellness Trust

990 • Fiscal year 2016 • EIN 91-6058475

Apr 01, 2015 to Mar 31, 2016 • Filed on Jan 12, 2017

Organization ProfileWWW.SOUNDHEALTHWELLNESS.COM

View Organization Page

201 Queen Anne Ave North No 100Seattle, WA 98109-4896

(206) 282-4100

Siviq Scores

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

Liabilities / Assets

81st percentile

0.39x

Higher debt load relative to assets than 81% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.24x

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

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Net Margin

77th percentile

17%

Higher net margin than 77% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

63rd percentile

$146,172

Higher top officer pay than 63% of similar nonprofits.

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

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Asset Growth

95th percentile

30%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

45th percentile

4.8%

Faster revenue growth than 45% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$186,622,847

Up $43,072,269 (+30%) from 2015

Net Assets

Up

$114,225,213

Up $48,039,869 (+73%) from 2015

Liabilities

Down

$72,397,634

Down $4,967,600 (-6.4%) from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin77th percentile

Revenue

Up

$299,452,117

Up $13,623,911 (+4.8%) from 2015

Expenses

Down

$248,181,964

Down $13,546,097 (-5.2%) from 2015

Net Income

Up

$51,270,153

Up $27,170,008 (+113%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$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

2016

Assets$186,622,847
Liabilities$72,397,634
Net Assets$114,225,213
Open 2016 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$299,452,117
Expenses$248,181,964
Net Income$51,270,153
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Jan 12, 2017
Return Version
2015v3.0
Gross Receipts
$299,452,117
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$66,185,344$114,225,213▲ $48,039,869
Cash and Non-Interest-Bearing Accounts$34,387,390$79,198,105▲ $44,810,715
Investments in Publicly Traded Securities$75,951,819$72,743,337▼ $3,208,482
Accounts Receivable$23,820,047$25,306,444▲ $1,486,397
Investments Other Securities$8,788,415$8,766,611▼ $21,804
Prepaid Expenses and Deferred Charges$602,907$608,350▲ $5,443
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$143,550,578$186,622,847▲ $43,072,269
Liabilities
Other Liabilities$76,505,829$71,471,653▼ $5,034,176
Accounts Payable and Accrued Expenses$859,405$925,981▲ $66,576
Total Liabilities$77,365,234$72,397,634▼ $4,967,600
Net Assets / Fund Balance
Total Net Assets Fund Balance$66,185,344$114,225,213▲ $48,039,869
Total Liabilities and Net Assets / Fund Balance$143,550,578$186,622,847▲ $43,072,269
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleOtherTotal
Todd CrosbyTrustee/secretary$146,172$146,172
Faye GuentherTrustee$131,797$131,797
David SchmitzTrustee$116,339$116,339
James CroweTrustee$100,236$100,236
Emilia ContrerasTrustee$97,303$97,303
Ruth DickTrustee$94,753$94,753

Board Members and Trustees

NameTitle
Scott Klitzke PowersTrustee/chairman
Brent R BohnTrustee
Cindy ThorntonTrustee
Frank JorgensenTrustee
Randy ZeilerTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Group Health Options INCHmo Administration320 WESTLAKE AVENUE NORTH STE 100, Seattle, WA 98109$8,281,065
Zenith American Solutions INCAdministration201 QUEEN ANNE AVENUE NORTH, Seattle, WA 98109-4896$6,717,555
AetnaAdministration601 UNION STREET STE 810, Seattle, WA 98101$3,476,733
Washington Dental ServiceDental Administration9706 FOURTH AVENUE NE, Seattle, WA 98115$1,108,476
CatamaranPharmacy Benefit Mgmt4805 E THISTLE LANDING STE 100D, Phoenix, AZ 85044$525,919
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$296,014,123
Investment Income
$3,437,994
Other Revenue
$0
Change in Net Assets
$51,270,153

Audited Revenue Reconciliation

Revenue per Audited Statements
$299,427,117
Revenue Not Reported on Financial Statements
$25,000
Revenue Not Reported on Form 990
$-3,230,284
Total Revenue per Audited Statements
$296,196,833
Total Revenue per Form 990
$299,452,117
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,733,442
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---$221,448,522
Fees for Services Other---$16,829,830
Fees for Services Management---$6,170,858
Office Expenses---$798,198
Fees for Services Legal---$427,604
Fees for Services Accounting---$126,872
Other Expenses---$89,692
Insurance---$53,330
Fees for Service Investment Mgmnt Fees---$25,000
Conferences and Meetings---$22,942
Total Functional Expenses$0$0$0$248,181,964

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$252,061,888
Total Expenses per Audited Statements$252,061,888
Total Expenses per Form 990$248,181,964
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-3,879,924
Other Expense Adjustments$-3,904,924
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
Accumulated Eligibility Credits$41,250,000
Ibnr and Estimated Claims Payable$30,221,653
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
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 organization has contracted with zenith american solutions, inc. To provide day-to-day administrative services to the organization.”

Form 990, Part VI, Section B, Line 11

“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.”

Form 990, 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.”

Form 990, 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.”

Form 990, Part VII, Section A, Line 1A

“Trustees are not compensated by the trust. Compensation reported on part vii, section a represents compnsation 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 organization's form 990, filed with the internal revenue service. If you would like additional information, please contact the trust's thrid-party administrator, zenith american solutions, inc.”

Filing and Contact Details

Filer

Filer Name
Sound Health & Wellness Trust
EIN
91-6058475
Phone
2062824100
Address
201 QUEEN ANNE AVE NORTH NO 100, SEATTLE, WA 98109-4896

Signing Officer

Name
Scott Klitzke Powers
Title
Chairman
Phone
4258289202
Signed
2017-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Klitzke Powers
Formed
1957
Legal Domicile
Wa
Voting Board Members
11
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Kathleen D Haab
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, 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.”

Form 990, 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.”

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 to recognize a tax asset or liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for the fiscal years prior to 2013.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations”

Raw XML AppendixShowing 400 of 504 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0299452117
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt053330
IRS990/InvestmentIncomeGrp/ExclusionAmt03437994
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03437994
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08788415
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08766611
IRS990/InvestmentsPubTradedSecGrp/BOYAmt075951819
IRS990/InvestmentsPubTradedSecGrp/EOYAmt072743337
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt066185344
IRS990/NetAssetsOrFundBalancesEOYAmt0114225213
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3230284
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0798198
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TRANSITIONAL REINSURANC
IRS990/OtherExpensesGrp/Desc1NEWSLETTER EXPENSE
IRS990/OtherExpensesGrp/Desc2PCORI TAX
IRS990/OtherExpensesGrp/TotalAmt02090176
IRS990/OtherExpensesGrp/TotalAmt198940
IRS990/OtherExpensesGrp/TotalAmt289692
IRS990/OtherLiabilitiesGrp/BOYAmt076505829
IRS990/OtherLiabilitiesGrp/EOYAmt071471653
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0602907
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0608350
IRS990/PrincipalOfficerNm0SCOTT KLITZKE POWERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2PRESCRIPTION REBATES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0277725641
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt117512635
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2775847
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0277725641
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt117512635
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2775847
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0235034954
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02661859
IRS990/PYOtherExpensesAmt026693107
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0283166347
IRS990/PYRevenuesLessExpensesAmt024100145
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0261728061
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0285828206
IRS990/ReconcilationRevenueExpnssAmt051270153
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt066185344
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0114225213
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-3879924
IRS990ScheduleD/ExpensesSubtotalAmt0252061888
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt025000
IRS990ScheduleD/InvestmentExpensesNotIncldAmt025000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3230284
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-3904924
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030221653
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt141250000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0IBNR AND ESTIMATED CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/RevenueNotReportedAmt0-3230284
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt025000
IRS990ScheduleD/RevenueSubtotalAmt0299427117
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX ASSET OR LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2013.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0248181964
IRS990ScheduleD/TotalLiabilityAmt071471653
IRS990ScheduleD/TotalRevenuePerForm990Amt0299452117
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0296196833
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0252061888
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS CONTRACTED WITH ZENITH AMERICAN SOLUTIONS, INC. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION REPORTED ON PART VII, SECTION A REPRESENTS COMPNSATION 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 ORGANIZATION'S FORM 990, FILED WITH THE INTERNAL REVENUE SERVICE. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE TRUST'S THRID-PARTY ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES HAVE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART V, LINE 1A
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SOUND RETIREMENT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SOUND HEALTH & WELLNESS RETIREE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2UFCW LOCAL UNION 367
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3UFCW LOCAL UNION 1439
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4UFCW LOCAL UNION 21
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5GENERAL TEAMSTERS LOCAL UNION 38
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6ALLIED EMPLOYERS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0916069306
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1911950259
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2910383680
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3910487097
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4203286319
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5910267959
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6910698183
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C) 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C) 5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C) 5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(C) 5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt5501(C) 5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt6501(C) 6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd5WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd6WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE PENSION BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE RETIREE HEALTH AND WELFARE BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2LOCAL UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3LOCAL UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4LOCAL UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5LOCAL UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt6SPONSORING ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt5N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt6N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0201 QUEEN ANNE AVENUE NORTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1201 QUEEN ANNE AVENUE NORTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt26403 LAKEWOOD DRIVE WEST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt31719 NORTH ATLANTIC STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt45030 FIRST AVENUE SOUTH STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt52601 EVERETT AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt64030 LAKE WASHINGTON BLVD NE STE 20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SEATTLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SEATTLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2TACOMA

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$186,622,847
Liabilities
$72,397,634
Net assets
$114,225,213
Revenue
$299,452,117
Expenses
$248,181,964
Net income
$51,270,153
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