Civic Intelligence

Heat and Frost Insulators & Allied Workers Local 36 Health Trustees

EIN 93-6023047 • 501(c)9 • Tualatin, OR

View Organization Page

Profile

Provide health, dental, vision, life insurance, and weekly income for loss of time for the participants and their eligible dependents.

12205 SW Tualatin Rd Ste 200Tualatin, OR 97230

n/A

Siviq Scores

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

Liabilities / Assets

71st percentile

0.13x

Higher debt load relative to assets than 71% of similar nonprofits.

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

Liabilities / Revenue

89th percentile

0.34x

Higher debt load relative to revenue than 89% of similar nonprofits.

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

Net Margin

72nd percentile

20%

Higher net margin than 72% 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

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

64th percentile

12%

Faster revenue growth than 64% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$19,106,334

Up $1,972,146 (+12%) from 2023

Liabilities

Down

$2,431,493

Down $36,866 (-1.5%) from 2023

Net Assets

Up

$16,674,841

Up $2,009,012 (+14%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin72nd percentile

Revenue

Up

$7,058,504

Up $728,853 (+12%) from 2023

Expenses

Up

$5,647,169

Up $108,051 (+2.0%) from 2023

Net Income

Up

$1,411,335

Up $620,802 (+79%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $6,284,580Liabilities 2010: $1,242,289Net Assets 2010: $5,042,2912010Assets 2011: $6,895,307Liabilities 2011: $1,381,192Net Assets 2011: $5,514,1152011Assets 2012: $8,337,728Liabilities 2012: $1,837,701Net Assets 2012: $6,500,0272012Assets 2013: $8,468,539Liabilities 2013: $1,715,174Net Assets 2013: $6,753,3652013Assets 2014: $9,969,116Liabilities 2014: $2,091,230Net Assets 2014: $7,877,8862014Assets 2015: $9,521,470Liabilities 2015: $1,443,544Net Assets 2015: $8,077,9262015Assets 2016: $10,582,672Liabilities 2016: $1,708,348Net Assets 2016: $8,874,3242016Assets 2017: $11,672,705Liabilities 2017: $2,023,749Net Assets 2017: $9,648,9562017Assets 2018: $12,059,830Liabilities 2018: $2,141,454Net Assets 2018: $9,918,3762018Assets 2019: $13,723,920Liabilities 2019: $2,295,585Net Assets 2019: $11,428,3352019Assets 2020: $14,977,172Liabilities 2020: $2,298,328Net Assets 2020: $12,678,8442020Assets 2021: $16,204,246Liabilities 2021: $2,336,032Net Assets 2021: $13,868,2142021Assets 2022: $15,365,503Liabilities 2022: $2,198,083Net Assets 2022: $13,167,4202022Assets 2023: $17,134,188Liabilities 2023: $2,468,359Net Assets 2023: $14,665,8292023Assets 2024: $19,106,334Liabilities 2024: $2,431,493Net Assets 2024: $16,674,8412024

Highlighted filing

2024

Assets$19,106,334
Liabilities$2,431,493
Net Assets$16,674,841
Open 2024 Filing

Operations Trend

Revenue Growth64th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $3,165,4382010Expenses 2011: $3,319,5902011Expenses 2012: $3,993,5992012Revenue 2013: $4,179,744Expenses 2013: $3,907,939Net Income 2013: $271,8052013Revenue 2014: $5,868,183Expenses 2014: $4,732,179Net Income 2014: $1,136,0042014Revenue 2015: $3,915,022Expenses 2015: $3,603,439Net Income 2015: $311,5832015Revenue 2016: $5,048,532Expenses 2016: $4,348,746Net Income 2016: $699,7862016Revenue 2017: $5,333,089Expenses 2017: $4,768,656Net Income 2017: $564,4332017Revenue 2018: $5,965,093Expenses 2018: $5,376,492Net Income 2018: $588,6012018Revenue 2019: $6,185,282Expenses 2019: $5,368,546Net Income 2019: $816,7362019Revenue 2020: $5,910,799Expenses 2020: $5,198,600Net Income 2020: $712,1992020Revenue 2021: $6,911,482Expenses 2021: $5,690,942Net Income 2021: $1,220,5402021Revenue 2022: $5,869,685Expenses 2022: $5,207,240Net Income 2022: $662,4452022Revenue 2023: $6,329,651Expenses 2023: $5,539,118Net Income 2023: $790,5332023Revenue 2024: $7,058,504Expenses 2024: $5,647,169Net Income 2024: $1,411,3352024

Highlighted filing

2024

Revenue$7,058,504
Expenses$5,647,169
Net Income$1,411,335
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$19,106,334
Liabilities
$2,431,493
Net assets
$16,674,841
Revenue
$7,058,504
Expenses
$5,647,169
Net income
$1,411,335
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.1$2.43$16.7$7.06$5.65$1.41
2023Detailed filing. Detailed filing data is available for this year.$17.1$2.47$14.7$6.33$5.54$0.79
2022Detailed filing. Detailed filing data is available for this year.$15.4$2.20$13.2$5.87$5.21$0.66
2021Detailed filing. Detailed filing data is available for this year.$16.2$2.34$13.9$6.91$5.69$1.22
2020Detailed filing. Detailed filing data is available for this year.$15.0$2.30$12.7$5.91$5.20$0.71
2019Detailed filing. Detailed filing data is available for this year.$13.7$2.30$11.4$6.19$5.37$0.82
2018Detailed filing. Detailed filing data is available for this year.$12.1$2.14$9.92$5.97$5.38$0.59
2017Detailed filing. Detailed filing data is available for this year.$11.7$2.02$9.65$5.33$4.77$0.56
2016Detailed filing. Detailed filing data is available for this year.$10.6$1.71$8.87$5.05$4.35$0.70
2015Detailed filing. Detailed filing data is available for this year.$9.52$1.44$8.08$3.92$3.60$0.31
2014Detailed filing. Detailed filing data is available for this year.$9.97$2.09$7.88$5.87$4.73$1.14
2013Detailed filing. Detailed filing data is available for this year.$8.47$1.72$6.75$4.18$3.91$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.34$1.84$6.50$3.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.90$1.38$5.51$3.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.28$1.24$5.04$3.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$9,806,547
Mission and Program Overview

Mission

Provide health, dental, vision, life insurance, and weekly income for loss of time for the participants and their eligible dependents.

To provide health, dental, vision, life insurance, and weekly income for loss of time for the participants and their eligible dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$14,665,829$16,674,841▲ $2,009,012
Investments in Publicly Traded Securities$12,904,055$14,082,350▲ $1,178,295
Cash and Non-Interest-Bearing Accounts$2,403,932$3,090,344▲ $686,412
Savings and Temporary Cash Investments$1,295,839$1,295,029▼ $810
Accounts Receivable$527,767$632,048▲ $104,281
Prepaid Expenses and Deferred Charges$2,595$6,563▲ $3,968
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$17,134,188$19,106,334▲ $1,972,146
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$2,392,692$2,353,781▼ $38,911
Accounts Payable and Accrued Expenses$75,667$77,712▲ $2,045
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$2,468,359$2,431,493▼ $36,866
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,665,829$16,674,841▲ $2,009,012
Total Liabilities and Net Assets / Fund Balance$17,134,188$19,106,334▲ $1,972,146
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Gabe MarkowskiTrustee
Jesse MarkowskiTrustee
Lincoln CaldwellTrustee
Luke WolfeTrustee
Mike KempTrustee
Robert JeffriesTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,531,275
Investment Income
$527,229
Other Revenue
$0
Change in Net Assets
$1,411,335

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,990,302
Revenue Not Reported on Financial Statements
$68,202
Revenue Not Reported on Form 990
$597,677
Total Revenue per Audited Statements
$7,587,979
Total Revenue per Form 990
$7,058,504
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$290,484
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---$5,356,685
Fees for Services Management---$84,134
Fees for Service Investment Mgmnt Fees---$68,202
Fees for Services Other---$64,156
Fees for Services Legal---$24,145
Other Expenses---$20,804
Fees for Services Accounting---$12,038
Insurance---$9,364
Office Expenses---$4,152
Conferences and Meetings---$3,489
Total Functional Expenses$0$0$0$5,647,169

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,647,169
Expenses per Audited Statements$5,617,878
Total Expenses per Audited Statements$5,617,878
Expenses Not Reported on Financial Statements$29,291
Other Expense Adjustments$-38,911
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
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
Accumulated Eligibility Credits$1,520,000
Insurance Premiums Payable$800,737
Claims Incurred But Not Reported$29,592
Claims Payable$3,452
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
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, SECTION B, LINE 11B:

“Reviewed by the board of trustees prior to filing. The trustees ask questions of the preparer and the trust attorney in order to provide comfort that the return is complete and accurate.”

PART VI, SECTION B, LINE 12C:

“Under the policy, the trustees are individually charged with the resonsibility to disclose any conflict or potential conflict. They are reminded of their responsibility at least annually.”

PART VI, SECTION C, LINE 19:

“Governing documents, conflict of interest policy and financial statements are available upon request. Form 990 is available on guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Heat and Frost Insulators & Allied Workers
EIN
93-6023047
In Care Of
% ZENITH AMERICAN SOLUTIONS
Phone
5034862108
Address
12205 SW TUALATIN RD STE 200, TUALATIN, OR 97230

Signing Officer

Name
Pati Piro-bosley
Title
Trustee
Phone
5034862108
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pati Piro-bosley
Formed
1951
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
3900 W ALAMEDA AVE STE 2400, BURBANK, CA 91505-4302
Preparer
Gustavo Valle
Phone
8187692010
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 PLAN 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 PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4b: DECREASE IN BENEFIT OBLIGATIONS”

Raw XML AppendixShowing 400 of 427 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/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012904055
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014082350
IRS990/IRPDocumentCnt03
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02748043
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IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH, DENTAL, VISION, LIFE INSURANCE, AND WEEKLY INCOME FOR LOSS OF TIME FOR THE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt014665829
IRS990/NetAssetsOrFundBalancesEOYAmt016674841
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0162912
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0162912
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0597677
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt04152
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CLAIMS ADMINISTRATION
IRS990/OtherExpensesGrp/TotalAmt020804
IRS990/OtherLiabilitiesGrp/BOYAmt02392692
IRS990/OtherLiabilitiesGrp/EOYAmt02353781
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
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/BOYAmt02595
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06563
IRS990/PrincipalOfficerNm0PATI PIRO-BOSLEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT AND RETIREE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06351366
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1179909
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06351366
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1179909
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt05267576
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0333574
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0271542
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05996077
IRS990/PYRevenuesLessExpensesAmt0790533
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05539118
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06329651
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01411335
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/BOYAmt014665829
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt016674841
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01295839
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01295029
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt029291
IRS990ScheduleD/ExpensesSubtotalAmt05617878
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt068202
IRS990ScheduleD/InvestmentExpensesNotIncldAmt068202
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0597677
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-38911
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt029592
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1800737
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21520000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt33452
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3CLAIMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0597677
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt068202
IRS990ScheduleD/RevenueSubtotalAmt06990302
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN 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 PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4b: DECREASE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt05647169
IRS990ScheduleD/TotalLiabilityAmt02353781
IRS990ScheduleD/TotalRevenuePerForm990Amt07058504
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07587979
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05617878
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO FILING. THE TRUSTEES ASK QUESTIONS OF THE PREPARER AND THE TRUST ATTORNEY IN ORDER TO PROVIDE COMFORT THAT THE RETURN IS COMPLETE AND ACCURATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNDER THE POLICY, THE TRUSTEES ARE INDIVIDUALLY CHARGED WITH THE RESONSIBILITY TO DISCLOSE ANY CONFLICT OR POTENTIAL CONFLICT. THEY ARE REMINDED OF THEIR RESPONSIBILITY AT LEAST ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990 IS AVAILABLE ON GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION C, LINE 19:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS, TAXABLE AS A PARTNERSHIP, CORPORATION OR TRUST: THIS INFORMATION IS AVAILABLE AT THE TRUST OFFICE.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS II, III AND IV:
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt017134188
IRS990/TotalAssetsEOYAmt019106334
IRS990/TotalAssetsGrp/BOYAmt017134188
IRS990/TotalAssetsGrp/EOYAmt019106334
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05647169
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02468359
IRS990/TotalLiabilitiesEOYAmt02431493
IRS990/TotalLiabilitiesGrp/BOYAmt02468359
IRS990/TotalLiabilitiesGrp/EOYAmt02431493
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014665829
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt016674841
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt06531275
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0527229
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06531275
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07058504
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt017134188
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019106334
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012205 SW TUALATIN RD STE 200
IRS990/USAddress/CityNm0TUALATIN
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097230
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

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