Civic Intelligence

Ibew 125 - Pge Health and Welfare

EIN 93-1204757 • 501(c)9 • Portland, OR

View Organization Page

Profile

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

5331 S Macadam Ave Ste 258 PMB 116Portland, OR 97239

n/A

Siviq Scores

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

Liabilities / Assets

68th percentile

0.10x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.11x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

64th percentile

13%

Higher net margin than 64% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-5.3%

Faster revenue growth than 21% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$17,613,409

Up $2,185,446 (+14%) from 2023

Liabilities

Down

$1,795,282

Down $391,061 (-18%) from 2023

Net Assets

Up

$15,818,127

Up $2,576,507 (+19%) from 2023

Operations
Liabilities / Revenue72nd percentileNet Margin64th percentile

Revenue

Down

$16,945,313

Down $940,170 (-5.3%) from 2023

Expenses

Down

$14,810,150

Down $1,199,496 (-7.5%) from 2023

Net Income

Up

$2,135,163

Up $259,326 (+14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $5,907,782Liabilities 2010: $4,607,037Net Assets 2010: $1,300,7452010Assets 2011: $4,965,413Liabilities 2011: $2,614,657Net Assets 2011: $2,350,7562011Assets 2012: $5,051,729Liabilities 2012: $1,011,944Net Assets 2012: $4,039,7852012Assets 2013: $5,350,074Liabilities 2013: $1,549,171Net Assets 2013: $3,800,9032013Assets 2014: $8,578,067Liabilities 2014: $2,002,591Net Assets 2014: $6,575,4762014Assets 2015: $9,010,618Liabilities 2015: $1,120,961Net Assets 2015: $7,889,6572015Assets 2016: $9,474,583Liabilities 2016: $1,763,388Net Assets 2016: $7,711,1952016Assets 2017: $6,872,993Liabilities 2017: $1,893,046Net Assets 2017: $4,979,9472017Assets 2018: $6,148,728Liabilities 2018: $2,138,696Net Assets 2018: $4,010,0322018Assets 2019: $6,199,962Liabilities 2019: $1,834,659Net Assets 2019: $4,365,3032019Assets 2020: $8,195,887Liabilities 2020: $2,253,153Net Assets 2020: $5,942,7342020Assets 2021: $8,917,739Liabilities 2021: $1,707,525Net Assets 2021: $7,210,2142021Assets 2022: $12,898,448Liabilities 2022: $2,016,065Net Assets 2022: $10,882,3832022Assets 2023: $15,427,963Liabilities 2023: $2,186,343Net Assets 2023: $13,241,6202023Assets 2024: $17,613,409Liabilities 2024: $1,795,282Net Assets 2024: $15,818,1272024

Highlighted filing

2024

Assets$17,613,409
Liabilities$1,795,282
Net Assets$15,818,127
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $16,779,6532010Expenses 2011: $17,294,3062011Expenses 2012: $17,979,6832012Revenue 2013: $19,004,482Expenses 2013: $19,165,576Net Income 2013: -$161,0942013Revenue 2014: $20,538,643Expenses 2014: $17,824,605Net Income 2014: $2,714,0382014Revenue 2015: $17,599,221Expenses 2015: $16,236,236Net Income 2015: $1,362,9852015Revenue 2016: $15,419,252Expenses 2016: $15,630,097Net Income 2016: -$210,8452016Revenue 2017: $15,666,217Expenses 2017: $18,444,710Net Income 2017: -$2,778,4932017Revenue 2018: $17,598,859Expenses 2018: $18,494,962Net Income 2018: -$896,1032018Revenue 2019: $18,694,520Expenses 2019: $18,451,617Net Income 2019: $242,9032019Revenue 2020: $18,698,904Expenses 2020: $17,220,186Net Income 2020: $1,478,7182020Revenue 2021: $18,022,514Expenses 2021: $16,695,376Net Income 2021: $1,327,1382021Revenue 2022: $18,881,470Expenses 2022: $14,723,981Net Income 2022: $4,157,4892022Revenue 2023: $17,885,483Expenses 2023: $16,009,646Net Income 2023: $1,875,8372023Revenue 2024: $16,945,313Expenses 2024: $14,810,150Net Income 2024: $2,135,1632024

Highlighted filing

2024

Revenue$16,945,313
Expenses$14,810,150
Net Income$2,135,163
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,613,409
Liabilities
$1,795,282
Net assets
$15,818,127
Revenue
$16,945,313
Expenses
$14,810,150
Net income
$2,135,163
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.6$1.80$15.8$16.9$14.8$2.14
2023Detailed filing. Detailed filing data is available for this year.$15.4$2.19$13.2$17.9$16.0$1.88
2022Detailed filing. Detailed filing data is available for this year.$12.9$2.02$10.9$18.9$14.7$4.16
2021Detailed filing. Detailed filing data is available for this year.$8.92$1.71$7.21$18.0$16.7$1.33
2020Detailed filing. Detailed filing data is available for this year.$8.20$2.25$5.94$18.7$17.2$1.48
2019Detailed filing. Detailed filing data is available for this year.$6.20$1.83$4.37$18.7$18.5$0.24
2018Detailed filing. Detailed filing data is available for this year.$6.15$2.14$4.01$17.6$18.5$0.90
2017Detailed filing. Detailed filing data is available for this year.$6.87$1.89$4.98$15.7$18.4$2.78
2016Detailed filing. Detailed filing data is available for this year.$9.47$1.76$7.71$15.4$15.6$0.21
2015Detailed filing. Detailed filing data is available for this year.$9.01$1.12$7.89$17.6$16.2$1.36
2014Detailed filing. Detailed filing data is available for this year.$8.58$2.00$6.58$20.5$17.8$2.71
2013Detailed filing. Detailed filing data is available for this year.$5.35$1.55$3.80$19.0$19.2$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.05$1.01$4.04$18.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.97$2.61$2.35$17.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.91$4.61$1.30$16.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$20,762,614
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$13,241,620$15,818,127▲ $2,576,507
Investments in Publicly Traded Securities$12,885,401$13,922,240▲ $1,036,839
Cash and Non-Interest-Bearing Accounts$1,709,842$3,281,992▲ $1,572,150
Accounts Receivable$0$264,666▲ $264,666
Savings and Temporary Cash Investments$381,164$128,557▼ $252,607
Prepaid Expenses and Deferred Charges$10,785$15,954▲ $5,169
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$15,427,963$17,613,409▲ $2,185,446
Other Assets Total$440,771$0▼ $440,771
Liabilities
Other Liabilities$2,067,283$1,771,977▼ $295,306
Accounts Payable and Accrued Expenses$119,060$23,305▼ $95,755
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$2,186,343$1,795,282▼ $391,061
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,241,620$15,818,127▲ $2,576,507
Total Liabilities and Net Assets / Fund Balance$15,427,963$17,613,409▲ $2,185,446
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Don EriChairman
Mark ProppCo-chair
Hank WilliamsTrustee
Leanne SneathTrustee
Sarah DammenTrustee
Travis EriTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Regence Bluecross Blueshield Of OrClaim Administration100 SW MARKET ST, Portland, OR 97201$364,902
The Segal CompanyConsulting1230 W WASHINGTON ST STE 501, Tempe, AZ 85281$167,450
BenesysThird-Party Admin18300 CASCADE AVE S, Tukwila, WA 98188$146,364
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,538,554
Investment Income
$406,759
Other Revenue
$0
Change in Net Assets
$2,135,163

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,945,313
Revenue Not Reported on Form 990
$441,344
Total Revenue per Audited Statements
$17,386,657
Total Revenue per Form 990
$16,945,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$961,600
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---$13,848,550
Fees for Services Other---$624,509
Fees for Services Management---$151,734
Fees for Services Legal---$53,212
Fees for Service Investment Mgmnt Fees---$42,055
Office Expenses---$33,510
Insurance---$28,280
Conferences and Meetings---$15,762
Fees for Services Accounting---$12,538
Total Functional Expenses$0$0$0$14,810,150

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,105,457
Total Expenses per Audited Statements$15,105,457
Total Expenses per Form 990$14,810,150
Expenses Not Reported on Financial Statements$-295,307
Other Expense Adjustments$-295,307
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$1,771,977
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
No

Governance Explanations

PART VI, LINE 11B:

“Form 990 is reviewed by the plan's legal counsel and third party administrator, and presented to the board of trustees for review before filing”

PART VI, LINE 12C:

“Under the conflict of interest policy, each trustee is individually charged with the responsibility to disclose any conflict or potential conflict. They are reminded of this responsibility periodically.”

Part VI, Line 19

“Governing documents are made available upon request through the trust's third party administrator.”

PART VII, SECTION A, LINE 1A:

“Trustees are not compensated by the trust. Compensation paid to trustees who are employed by related organizations is properly reported on the employer annual tax filings. Please contact the administrative office if you have any questions.”

Filing and Contact Details

Filer

Filer Name
Ibew 125 - Pge Health and Welfare Trust
EIN
93-1204757
In Care Of
% BENESYS INC
Phone
5032240048
Address
5331 S Macadam Ave Ste 258 PMB 116, Portland, OR 97239

Signing Officer

Name
Don Eri Jr
Title
Co-Chair
Phone
5032240048
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Don Eri Jr
Formed
1996
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
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

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:

“Decrease in benefit obligations $295,307”

Raw XML AppendixShowing 400 of 461 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0119060
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt023305
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt0264666
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt013848550
IRS990/BooksInCareOfDetail/PersonNm0BENESYS INC
IRS990/BooksInCareOfDetail/PhoneNum02066734002
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05331 S MACADAM AVE STE 258 PMB 116
IRS990/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097239
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01709842
IRS990/CashNonInterestBearingGrp/EOYAmt03281992
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt015762
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0364902
IRS990/ContractorCompensationGrp/CompensationAmt1146364
IRS990/ContractorCompensationGrp/CompensationAmt2167450
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0100 SW MARKET ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt118300 CASCADE AVE S
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt21230 W WASHINGTON ST STE 501
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1TUKWILA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2TEMPE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1WA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2AZ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd097201
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd198188
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd285281
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0REGENCE BLUECROSS BLUESHIELD OF OR
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1BENESYS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2THE SEGAL COMPANY
IRS990/ContractorCompensationGrp/ServicesDesc0Claim Administration
IRS990/ContractorCompensationGrp/ServicesDesc1Third-Party Admin
IRS990/ContractorCompensationGrp/ServicesDesc2Consulting
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt013848550
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0406759
IRS990/CYOtherExpensesAmt0961600
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt016538554
IRS990/CYRevenuesLessExpensesAmt02135163
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt014810150
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt016945313
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR ELIBIBLE DEPENDENTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt012538
IRS990/FeesForServicesLegalGrp/TotalAmt053212
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0151734
IRS990/FeesForServicesOtherGrp/TotalAmt0624509
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt042055
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
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/PersonNm0DON ERI
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK PROPP
IRS990/Form990PartVIISectionAGrp/PersonNm2SARAH DAMMEN
IRS990/Form990PartVIISectionAGrp/PersonNm3TRAVIS ERI
IRS990/Form990PartVIISectionAGrp/PersonNm4LEANNE SNEATH
IRS990/Form990PartVIISectionAGrp/PersonNm5HANK WILLIAMS
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/TitleTxt1CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-4313
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03812988
IRS990/GrossReceiptsAmt020762614
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt028280
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0411072
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0411072
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012885401
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013922240
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03817301
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt013241620
IRS990/NetAssetsOrFundBalancesEOYAmt015818127
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-4313
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-4313
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0441344
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt033510
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0440771
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt02067283
IRS990/OtherLiabilitiesGrp/EOYAmt01771977
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010785
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015954
IRS990/PrincipalOfficerNm0Don Eri Jr
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2REBATES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013661018
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12057740
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2819796
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013661018
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12057740
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2819796
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt015029560
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0257444
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0980086
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt017628039
IRS990/PYRevenuesLessExpensesAmt01875837
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt016009646
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017885483
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02135163
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt013241620
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt015818127
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0381164
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0128557
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-295307
IRS990ScheduleD/ExpensesSubtotalAmt015105457
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0441344
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-295307
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01771977
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0441344
IRS990ScheduleD/RevenueSubtotalAmt016945313
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DECREASE IN BENEFIT OBLIGATIONS $295,307
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B:
IRS990ScheduleD/TotalExpensesPerForm990Amt014810150
IRS990ScheduleD/TotalLiabilityAmt01771977
IRS990ScheduleD/TotalRevenuePerForm990Amt016945313
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt017386657
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015105457
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE PLAN'S LEGAL COUNSEL AND THIRD PARTY ADMINISTRATOR, AND PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNDER THE CONFLICT OF INTEREST POLICY, EACH TRUSTEE IS INDIVIDUALLY CHARGED WITH THE RESPONSIBILITY TO DISCLOSE ANY CONFLICT OR POTENTIAL CONFLICT. THEY ARE REMINDED OF THIS RESPONSIBILITY PERIODICALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST THROUGH THE TRUST'S THIRD PARTY ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES WHO ARE EMPLOYED BY RELATED ORGANIZATIONS IS PROPERLY REPORTED ON THE EMPLOYER ANNUAL TAX FILINGS. PLEASE CONTACT THE ADMINISTRATIVE OFFICE IF YOU HAVE ANY QUESTIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VII, SECTION A, LINE 1A:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0ELECTRICITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0PORTLAND GENERAL ELECTRIC COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO BOX 4438
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0PORTLAND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd097208
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IBEW 125
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOCAL UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt017200 NE SACRAMENTO ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097230
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt015427963
IRS990/TotalAssetsEOYAmt017613409
IRS990/TotalAssetsGrp/BOYAmt015427963
IRS990/TotalAssetsGrp/EOYAmt017613409
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • $10M-$25M nonprofits