Civic Intelligence

Tongass Timber Trust

990 • Fiscal year 2020 • EIN 92-0062073

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

Organization ProfileN/A

View Organization Page

PO Box 6202Ketchikan, AK 99901

(907) 225-6114

Siviq Scores

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

Liabilities / Assets

57th percentile

0.04x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.04x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

40th percentile

1.4%

Higher net margin than 40% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

63rd percentile

$25,597

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

37th percentile

3.0%

Faster asset growth than 37% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-22%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$5,266,620

Up $153,046 (+3.0%) from 2019

Net Assets

Up

$5,079,357

Up $513,858 (+11%) from 2019

Liabilities

Down

$187,263

Down $360,812 (-66%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin40th percentile

Revenue

Down

$5,045,926

Down $1,451,048 (-22%) from 2019

Expenses

Down

$4,974,576

Down $334,316 (-6.3%) from 2019

Net Income

Down

$71,350

Down $1,116,732 (-94%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,362,895Liabilities 2011: $736,980Net Assets 2011: $2,625,9152011Assets 2012: $2,383,133Liabilities 2012: $425,489Net Assets 2012: $1,957,6442012Assets 2013: $2,369,183Liabilities 2013: $446,814Net Assets 2013: $1,922,3692013Assets 2014: $3,056,415Liabilities 2014: $615,719Net Assets 2014: $2,440,6962014Assets 2015: $3,748,941Liabilities 2015: $575,202Net Assets 2015: $3,173,7392015Assets 2016: $4,578,984Liabilities 2016: $748,528Net Assets 2016: $3,830,4562016Assets 2017: $4,445,619Liabilities 2017: $704,180Net Assets 2017: $3,741,4392017Assets 2018: $4,160,940Liabilities 2018: $783,523Net Assets 2018: $3,377,4172018Assets 2019: $5,113,574Liabilities 2019: $548,075Net Assets 2019: $4,565,4992019Assets 2020: $5,266,620Liabilities 2020: $187,263Net Assets 2020: $5,079,3572020Assets 2021: $5,700,029Liabilities 2021: $48,829Net Assets 2021: $5,651,2002021Assets 2022: $5,988,539Liabilities 2022: $87,299Net Assets 2022: $5,901,2402022Assets 2023: $6,609,897Liabilities 2023: $197,015Net Assets 2023: $6,412,8822023Assets 2024: $6,751,408Liabilities 2024: $133,101Net Assets 2024: $6,618,3072024

Highlighted filing

2020

Assets$5,266,620
Liabilities$187,263
Net Assets$5,079,357
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $4,026,709Expenses 2011: $5,188,780Net Income 2011: -$1,162,0712011Revenue 2012: $4,238,429Expenses 2012: $4,906,700Net Income 2012: -$668,2712012Revenue 2013: $4,896,276Expenses 2013: $4,931,551Net Income 2013: -$35,2752013Revenue 2014: $6,490,340Expenses 2014: $5,972,013Net Income 2014: $518,3272014Revenue 2015: $6,410,491Expenses 2015: $5,677,448Net Income 2015: $733,0432015Revenue 2016: $6,990,236Expenses 2016: $6,333,519Net Income 2016: $656,7172016Revenue 2017: $6,988,698Expenses 2017: $7,077,715Net Income 2017: -$89,0172017Revenue 2018: $6,450,762Expenses 2018: $6,814,784Net Income 2018: -$364,0222018Revenue 2019: $6,496,974Expenses 2019: $5,308,892Net Income 2019: $1,188,0822019Revenue 2020: $5,045,926Expenses 2020: $4,974,576Net Income 2020: $71,3502020Revenue 2021: $5,800,281Expenses 2021: $5,219,008Net Income 2021: $581,2732021Revenue 2022: $5,385,908Expenses 2022: $4,924,510Net Income 2022: $461,3982022Revenue 2023: $5,453,413Expenses 2023: $5,015,259Net Income 2023: $438,1542023Revenue 2024: $5,482,159Expenses 2024: $5,342,743Net Income 2024: $139,4162024

Highlighted filing

2020

Revenue$5,045,926
Expenses$4,974,576
Net Income$71,350
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.1
Gross Receipts
$13,338,376
Mission and Program Overview

Mission

The plan is a welfare benefit plan holding a certification of authority as a mewa under the state of alaska for members of the timber industry in the state of alaska.

A welfare benefit plan for members of the timber industry in the state of alaska.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,218,098$3,023,519▲ $805,421
Cash and Non-Interest-Bearing Accounts$2,397,578$1,975,584▼ $421,994
Savings and Temporary Cash Investments$0$200,000▲ $200,000
Accounts Receivable$0$31,568▲ $31,568
Investments Other Securities$15,627$0▼ $15,627
Prepaid Expenses and Deferred Charges$271,412$13,276▼ $258,136
Land, Buildings, and Equipment, Net$10,859$9,370▼ $1,489
Total Assets$5,113,574$5,266,620▲ $153,046
Other Assets Total$200,000$13,303▼ $186,697
Liabilities
Deferred Revenue$2,066$150,680▲ $148,614
Other Liabilities$438,000$24,084▼ $413,916
Accounts Payable and Accrued Expenses$108,009$12,499▼ $95,510
Total Liabilities$548,075$187,263▼ $360,812
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,565,499$5,079,357▲ $513,858
Total Net Assets Fund Balance$4,565,499$5,079,357▲ $513,858
Total Liabilities and Net Assets / Fund Balance$5,113,574$5,266,620▲ $153,046

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$9,370$7,613$16,983
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Owen GrahamTrust AdministratorPT$25,597$25,597

Board Members and Trustees

NameTitle
Keaton GildersleeveChairman of the Board
George BaggenTrustee
Jerry LarrabeeTrustee
Linda LewisTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Mercer US INCActuarial Services111 SW COLUMBIA ST STE 500, Portland, OR 97201$137,449
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,997,710
Investment Income
$48,216
Other Revenue
$0
Change in Net Assets
$71,350

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,017,940
Revenue Not Reported on Financial Statements
$27,986
Revenue Not Reported on Form 990
$28,592
Total Revenue per Audited Statements
$5,046,532
Total Revenue per Form 990
$5,045,926
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$512,977
Salaries, Compensation, and Employee Benefits$296,510
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,165,089
Other Salaries and Wages---$166,459
Fees for Services Other---$137,449
Fees for Services Legal---$71,001
Other Employee Benefits---$65,742
Fees for Services Accounting---$61,781
Insurance---$54,635
Fees for Services Management---$49,880
Payroll Taxes---$31,568
Occupancy---$28,035
Fees for Service Investment Mgmnt Fees---$27,987
Current Officers, Directors, Trustees, and Key Employees---$25,597
Office Expenses---$18,776
Information Technology---$18,647
Pension Plan Contributions---$7,144
Conferences and Meetings---$4,293
Depreciation Depletion---$2,604
Other Expenses---$1,065
Total Functional Expenses$0$0$0$4,974,576

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,974,576
Expenses per Audited Statements$4,946,590
Total Expenses per Audited Statements$4,946,590
Expenses Not Reported on Financial Statements$27,986
Expenses Not Reported on Form 990$0
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
Incurred But Not Paid Claims$24,084
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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 board of trustees has hired a professional administration company to operate the trust on a day to day basis. The board of trustees retains ultimate responsibility of the actions of the professional administrator's actions.”

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

“The board of trustees reviews and approves the form 990 to ensure that the information is accurate and properly recorded.”

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

“Officers, directors, trustees and employees are required to sign a written statement annually to disclose any conflict of interest.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Tongass Timber Trust
EIN
92-0062073
Phone
9072256114
Address
PO BOX 6202, KETCHIKAN, AK 99901

Signing Officer

Name
Owen Graham
Title
Trust Administrator
Phone
9072256114
Signed
2021-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Owen Graham
Formed
1964
Legal Domicile
Ak
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
4

Preparer

Firm
Cliftonlarsonallen Llp
Address
8101 WEST GRANDRIDGE BLVD SUITE 130, KENNEWICK, WA 99336
Preparer
Emily Mccann
Phone
5097351561
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in incurred but not reported claims 413,916.”

Form 990, Part XII Line 2C

“The organization has a committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. The oversight and selection process has not changed from prior years.”

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.”

Raw XML Appendix382 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/BOYAmt0108009
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012499
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt031568
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0A WELFARE BENEFIT PLAN FOR MEMBERS OF THE TIMBER INDUSTRY IN THE STATE OF ALASKA.
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt04165089
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0VIMLY BENEFIT SOLUTIONS
IRS990/BooksInCareOfDetail/PhoneNum04259779086
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012121 HARBOUR REACH DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0MUKILTEO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098275
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt02397578
IRS990/CashNonInterestBearingGrp/EOYAmt01975584
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt025597
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt04293
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0137449
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0111 SW COLUMBIA ST STE 500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd097201
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0MERCER US INC
IRS990/ContractorCompensationGrp/ServicesDesc0ACTUARIAL SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt04165089
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt048216
IRS990/CYOtherExpensesAmt0512977
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt04997710
IRS990/CYRevenuesLessExpensesAmt071350
IRS990/CYSalariesCompEmpBnftPaidAmt0296510
IRS990/CYTotalExpensesAmt04974576
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05045926
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt02066
IRS990/DeferredRevenueGrp/EOYAmt0150680
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/TotalAmt02604
IRS990/Desc0THE PLAN HAS SERVED AS A WELFARE BENEFIT PLAN HOLDING COMPANY FOR THE TIMBER INDUSTRY OF ALASKA.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt061781
IRS990/FeesForServicesLegalGrp/TotalAmt071001
IRS990/FeesForServicesManagementGrp/TotalAmt049880
IRS990/FeesForServicesOtherGrp/TotalAmt0137449
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt027987
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0OWEN GRAHAM
IRS990/Form990PartVIISectionAGrp/PersonNm1KEATON GILDERSLEEVE
IRS990/Form990PartVIISectionAGrp/PersonNm2GEORGE BAGGEN
IRS990/Form990PartVIISectionAGrp/PersonNm3JERRY LARRABEE
IRS990/Form990PartVIISectionAGrp/PersonNm4LINDA LEWIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt025597
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUST ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-28192
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08264258
IRS990/GrossReceiptsAmt013338376
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt018647
IRS990/InsuranceGrp/TotalAmt054635
IRS990/InvestmentIncomeGrp/ExclusionAmt076408
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt076408
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt015627
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02218098
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03023519
IRS990/IRPDocumentCnt095
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07613
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010859
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09370
IRS990/LandBldgEquipCostOrOtherBssAmt016983
IRS990/LegalDomicileStateCd0AK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08292450
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PLAN IS A WELFARE BENEFIT PLAN HOLDING A CERTIFICATION OF AUTHORITY AS A MEWA UNDER THE STATE OF ALASKA FOR MEMBERS OF THE TIMBER INDUSTRY IN THE STATE OF ALASKA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04565499
IRS990/NetAssetsOrFundBalancesEOYAmt05079357
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-28192
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-28192
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt028592
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04565499
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05079357
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt028035
IRS990/OfficeExpensesGrp/TotalAmt018776
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0200000
IRS990/OtherAssetsTotalGrp/EOYAmt013303
IRS990/OtherChangesInNetAssetsAmt0413916
IRS990/OtherEmployeeBenefitsGrp/TotalAmt065742
IRS990/OtherExpensesGrp/Desc0STATE QUARTERLY TAXES
IRS990/OtherExpensesGrp/Desc1REPRICING
IRS990/OtherExpensesGrp/Desc2MEWA ANNUAL FEE
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt024092
IRS990/OtherExpensesGrp/TotalAmt110632
IRS990/OtherExpensesGrp/TotalAmt22100
IRS990/OtherExpensesGrp/TotalAmt31065
IRS990/OtherLiabilitiesGrp/BOYAmt0438000
IRS990/OtherLiabilitiesGrp/EOYAmt024084
IRS990/OtherSalariesAndWagesGrp/TotalAmt0166459
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt031568
IRS990/PensionPlanContributionsGrp/TotalAmt07144
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0271412
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013276
IRS990/PrincipalOfficerNm0OWEN GRAHAM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04833136
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1164574
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04833136
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1164574
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt04742785
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0116175
IRS990/PYOtherExpensesAmt0346715
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06380799
IRS990/PYRevenuesLessExpensesAmt01188082
IRS990/PYSalariesCompEmpBnftPaidAmt0219392
IRS990/PYTotalExpensesAmt05308892
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06496974
IRS990/ReconcilationRevenueExpnssAmt071350
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0200000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt027986
IRS990ScheduleD/ExpensesSubtotalAmt04946590
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt027986
IRS990ScheduleD/InvestmentExpensesNotIncldAmt027986
IRS990ScheduleD/NetUnrealizedGainsInvstAmt028592
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09370
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07613
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt016983
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt024084
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INCURRED BUT NOT PAID CLAIMS
IRS990ScheduleD/RevenueNotReportedAmt028592
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt027986
IRS990ScheduleD/RevenueSubtotalAmt05017940
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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09370
IRS990ScheduleD/TotalExpensesPerForm990Amt04974576
IRS990ScheduleD/TotalLiabilityAmt024084
IRS990ScheduleD/TotalRevenuePerForm990Amt05045926
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05046532
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04946590
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES HAS HIRED A PROFESSIONAL ADMINISTRATION COMPANY TO OPERATE THE TRUST ON A DAY TO DAY BASIS. THE BOARD OF TRUSTEES RETAINS ULTIMATE RESPONSIBILITY OF THE ACTIONS OF THE PROFESSIONAL ADMINISTRATOR'S ACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE FORM 990 TO ENSURE THAT THE INFORMATION IS ACCURATE AND PROPERLY RECORDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS, DIRECTORS, TRUSTEES AND EMPLOYEES ARE REQUIRED TO SIGN A WRITTEN STATEMENT ANNUALLY TO DISCLOSE ANY CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN INCURRED BUT NOT REPORTED CLAIMS 413,916.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
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 XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ALASKA TIMBER INSURANCE EXCHANGE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1BOYER LOGISTICS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2BOYER TOWING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3PAPAC ALASKA LOGGING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4PHOENIX LOGGING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5PISTON & RUDDER SERVICE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6POOL ENGINEERING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7R & M ENGINEERING - KETCHIKAN INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8REID BROTHERS LOGGING AND CONSTRUCTION I
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9SAMSON TUG AND BARGE COMPANY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10SOUTHEAST ALASKA LOGGING INC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0EVERGREEN TIMBER LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1HIGH TIDE ENTERPRISE LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ALASKA FOREST ASSOCIATION
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05113574
IRS990/TotalAssetsEOYAmt05266620
IRS990/TotalAssetsGrp/BOYAmt05113574
IRS990/TotalAssetsGrp/EOYAmt05266620
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04974576
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0548075
IRS990/TotalLiabilitiesEOYAmt0187263
IRS990/TotalLiabilitiesGrp/BOYAmt0548075
IRS990/TotalLiabilitiesGrp/EOYAmt0187263
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04565499
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05079357
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04997710
IRS990/TotalReportableCompFromOrgAmt025597
IRS990/TotalRevenueGrp/ExclusionAmt048216
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04997710
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05045926
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05113574
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05266620
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 6202
IRS990/USAddress/CityNm0KETCHIKAN
IRS990/USAddress/StateAbbreviationCd0AK
IRS990/USAddress/ZIPCd099901
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0OWEN GRAHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09072256114
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TONGASS TIMBER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TONG
ReturnHeader/Filer/EIN0920062073
ReturnHeader/Filer/PhoneNum09072256114
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6202
ReturnHeader/Filer/USAddress/CityNm0KETCHIKAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AK
ReturnHeader/Filer/USAddress/ZIPCd099901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08101 WEST GRANDRIDGE BLVD SUITE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENNEWICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099336
ReturnHeader/PreparerPersonGrp/PhoneNum05097351561
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMILY MCCANN
ReturnHeader/ReturnTs02021-11-04T10:42:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0OWEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRAHAM
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,266,620
Liabilities
$187,263
Net assets
$5,079,357
Revenue
$5,045,926
Expenses
$4,974,576
Net income
$71,350
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.75$0.13$6.62$5.48$5.34$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.61$0.20$6.41$5.45$5.02$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.99$0.09$5.90$5.39$4.92$0.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.70$0.05$5.65$5.80$5.22$0.58
2020Detailed filing. Detailed filing data is available for this year.$5.27$0.19$5.08$5.05$4.97$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.11$0.55$4.57$6.50$5.31$1.19
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.16$0.78$3.38$6.45$6.81$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.70$3.74$6.99$7.08$0.09
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.58$0.75$3.83$6.99$6.33$0.66
2015Detailed filing. Detailed filing data is available for this year.$3.75$0.58$3.17$6.41$5.68$0.73
2014Detailed filing. Detailed filing data is available for this year.$3.06$0.62$2.44$6.49$5.97$0.52
2013Summary only. Only limited summary data is available for this year.$2.37$0.45$1.92$4.90$4.93$0.04
2012Summary only. Only limited summary data is available for this year.$2.38$0.43$1.96$4.24$4.91$0.67
2011Summary only. Only limited summary data is available for this year.$3.36$0.74$2.63$4.03$5.19$1.16