Civic Intelligence

Harrison Electrical Workers Trust Fund

EIN 93-6023048 • 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

www.harrison.aibpa.com

Siviq Scores

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

Liabilities / Assets

76th percentile

0.21x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.52x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

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

$250M-$1B nonprofits • Source year 2024

Asset Growth

80th percentile

13%

Faster asset growth than 80% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2022 to 2024

Revenue Growth

33rd percentile

3.1%

Faster revenue growth than 33% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$456,932,284

Up $49,261,757 (+12%) from 2023

Liabilities

Down

$94,466,685

Down $6,111,171 (-6.1%) from 2023

Net Assets

Up

$362,465,599

Up $55,372,928 (+18%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin67th percentile

Revenue

Up

$180,659,378

Up $13,944,071 (+8.4%) from 2023

Expenses

Down

$156,535,406

Down $2,104,103 (-1.3%) from 2023

Net Income

Up

$24,123,972

Up $16,048,174 (+199%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$600M$400M$200M$0Assets 2010: $129,589,898Liabilities 2010: $3,303,991Net Assets 2010: $126,285,9072010Assets 2011: $133,580,014Liabilities 2011: $3,977,783Net Assets 2011: $129,602,2312011Assets 2012: $152,377,859Liabilities 2012: $4,234,220Net Assets 2012: $148,143,6392012Assets 2013: $178,985,653Liabilities 2013: $4,825,004Net Assets 2013: $174,160,6492013Assets 2014: $190,982,683Liabilities 2014: $5,751,202Net Assets 2014: $185,231,4812014Assets 2015: $176,984,146Liabilities 2015: $47,759,165Net Assets 2015: $129,224,9812015Assets 2016: $194,551,902Liabilities 2016: $55,183,490Net Assets 2016: $139,368,4122016Assets 2017: $226,928,945Liabilities 2017: $59,893,019Net Assets 2017: $167,035,9262017Assets 2018: $236,957,397Liabilities 2018: $67,947,613Net Assets 2018: $169,009,7842018Assets 2019: $292,814,250Liabilities 2019: $76,373,794Net Assets 2019: $216,440,4562019Assets 2020: $338,683,577Liabilities 2020: $79,227,062Net Assets 2020: $259,456,5152020Assets 2021: $391,095,863Liabilities 2021: $87,409,370Net Assets 2021: $303,686,4932021Assets 2022: $359,423,576Liabilities 2022: $92,647,202Net Assets 2022: $266,776,3742022Assets 2023: $407,670,527Liabilities 2023: $100,577,856Net Assets 2023: $307,092,6712023Assets 2024: $456,932,284Liabilities 2024: $94,466,685Net Assets 2024: $362,465,5992024

Highlighted filing

2024

Assets$456,932,284
Liabilities$94,466,685
Net Assets$362,465,599
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

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

$200M$150M$100M$50M$0Expenses 2010: $63,664,9432010Expenses 2011: $65,017,2312011Expenses 2012: $73,213,5042012Revenue 2013: $94,461,194Expenses 2013: $80,338,728Net Income 2013: $14,122,4662013Revenue 2014: $107,867,387Expenses 2014: $93,686,523Net Income 2014: $14,180,8642014Revenue 2015: $93,981,860Expenses 2015: $90,403,249Net Income 2015: $3,578,6112015Revenue 2016: $106,936,582Expenses 2016: $101,290,476Net Income 2016: $5,646,1062016Revenue 2017: $122,722,757Expenses 2017: $107,127,126Net Income 2017: $15,595,6312017Revenue 2018: $138,180,985Expenses 2018: $113,504,036Net Income 2018: $24,676,9492018Revenue 2019: $147,632,483Expenses 2019: $129,918,608Net Income 2019: $17,713,8752019Revenue 2020: $148,429,830Expenses 2020: $130,099,972Net Income 2020: $18,329,8582020Revenue 2021: $175,936,301Expenses 2021: $145,651,831Net Income 2021: $30,284,4702021Revenue 2022: $169,962,460Expenses 2022: $148,681,346Net Income 2022: $21,281,1142022Revenue 2023: $166,715,307Expenses 2023: $158,639,509Net Income 2023: $8,075,7982023Revenue 2024: $180,659,378Expenses 2024: $156,535,406Net Income 2024: $24,123,9722024

Highlighted filing

2024

Revenue$180,659,378
Expenses$156,535,406
Net Income$24,123,972
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$456,932,284
Liabilities
$94,466,685
Net assets
$362,465,599
Revenue
$180,659,378
Expenses
$156,535,406
Net income
$24,123,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$457$94.5$362$181$157$24.1
2023Detailed filing. Detailed filing data is available for this year.$408$101$307$167$159$8.08
2022Detailed filing. Detailed filing data is available for this year.$359$92.6$267$170$149$21.3
2021Detailed filing. Detailed filing data is available for this year.$391$87.4$304$176$146$30.3
2020Detailed filing. Detailed filing data is available for this year.$339$79.2$259$148$130$18.3
2019Detailed filing. Detailed filing data is available for this year.$293$76.4$216$148$130$17.7
2018Detailed filing. Detailed filing data is available for this year.$237$67.9$169$138$114$24.7
2017Detailed filing. Detailed filing data is available for this year.$227$59.9$167$123$107$15.6
2016Detailed filing. Detailed filing data is available for this year.$195$55.2$139$107$101$5.65
2015Detailed filing. Detailed filing data is available for this year.$177$47.8$129$94.0$90.4$3.58
2014Detailed filing. Detailed filing data is available for this year.$191$5.75$185$108$93.7$14.2
2013Detailed filing. Detailed filing data is available for this year.$179$4.83$174$94.5$80.3$14.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$152$4.23$148$73.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$134$3.98$130$65.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$130$3.30$126$63.7
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
$295,594,193
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$374,862,828$421,800,213▲ $46,937,385
Rtn Earn Endowment Incm Other Fnds$307,092,671$362,465,599▲ $55,372,928
Accounts Receivable$17,436,363$17,922,355▲ $485,992
Cash and Non-Interest-Bearing Accounts$12,315,583$13,887,411▲ $1,571,828
Savings and Temporary Cash Investments$2,854,716$3,119,479▲ $264,763
Prepaid Expenses and Deferred Charges$201,037$202,826▲ $1,789
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$407,670,527$456,932,284▲ $49,261,757
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$98,470,017$93,362,896▼ $5,107,121
Accounts Payable and Accrued Expenses$2,107,839$1,103,789▼ $1,004,050
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$100,577,856$94,466,685▼ $6,111,171
Net Assets / Fund Balance
Total Net Assets Fund Balance$307,092,671$362,465,599▲ $55,372,928
Total Liabilities and Net Assets / Fund Balance$407,670,527$456,932,284▲ $49,261,757
Compensation and Service Providers
Top Officer Pay11th percentile

Board Members and Trustees

NameTitle
Garth BachmanTrustee
Timothy GauthierTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Benesys INCContract Admin.5331 SW MACADAM AVE STE 258, Portland, OR 97239$3,484,313
Ferguson Wellman Capital ManagementInvestment Mgmt888 SW 5TH AVE STE 1200, Portland, OR 97204$668,983
LabcorpLab Testing225 NE 2ND AVE, Portland, OR 97232$410,092
Canopycascade CentersEap7180 SW FIR LOOP STE 1-A, Portland, OR 97223$244,609
Wells Fargo Community BankingBanking1300 SW 5TH AVE, Portland, OR 97201$159,415
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$165,318,223
Investment Income
$15,310,322
Other Revenue
$30,833
Change in Net Assets
$24,123,972

Audited Revenue Reconciliation

Revenue per Audited Statements
$180,659,378
Revenue Not Reported on Form 990
$31,248,956
Total Revenue per Audited Statements
$211,908,334
Total Revenue per Form 990
$180,659,378
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,380,586
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---$153,154,820
Fees for Services Management---$1,756,652
Fees for Service Investment Mgmnt Fees---$905,879
Insurance---$144,925
Fees for Services Legal---$93,528
Office Expenses---$61,169
Fees for Services Accounting---$41,200
Fees for Services Other---$40,836
Other Expenses---$34,229
Conferences and Meetings---$22,737
Total Functional Expenses$0$0$0$156,535,406

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$156,535,406
Total Expenses per Audited Statements$156,535,406
Total Expenses per Form 990$156,535,406
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$93,362,896
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, LINE 11B:

“The administrative office sends the form 990 to the board of trustees for review and approval before signing.”

PART VI, LINE 12C:

“The board of trustees has adopted a set of policies and procedures to monitor and comply with the conflict of interest policy.”

PART VI, LINE 19:

“These documents are not made available to the public, with the exception of the audited financial statements filed with the form 5500. Form 990 is available to the public.”

PART VII, SECTION A:

“Trustee compensation and benefits from related tax-exempt organizations is properly reported and available on those organizations' tax filings.”

Filing and Contact Details

Filer

Filer Name
Harrison Electrical Workers Trust
EIN
93-6023048
In Care Of
% BENESYS INC
Phone
5032240048
Address
5331 S MACADAM AVE STE 258 PMB 116, PORTLAND, OR 97239

Signing Officer

Name
Timothy Gauthier
Title
Trustee
Phone
5032240048
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy Gauthier
Formed
1953
Legal Domicile
Or
Voting Board Members
2
Independent Board Members
2
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 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.”

Raw XML AppendixShowing 400 of 423 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/BOYAmt02107839
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01103789
IRS990/AccountsReceivableGrp/BOYAmt017436363
IRS990/AccountsReceivableGrp/EOYAmt017922355
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0o provide health and welfare benefits to participants and their eligible dependents.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt0153154820
IRS990/BooksInCareOfDetail/PersonNm0BENESYS INC
IRS990/BooksInCareOfDetail/PhoneNum05032240048
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/BOYAmt012315583
IRS990/CashNonInterestBearingGrp/EOYAmt013887411
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt022737
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt03484313
IRS990/ContractorCompensationGrp/CompensationAmt1668983
IRS990/ContractorCompensationGrp/CompensationAmt2410092
IRS990/ContractorCompensationGrp/CompensationAmt3244609
IRS990/ContractorCompensationGrp/CompensationAmt4159415
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt05331 SW MACADAM AVE STE 258
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1888 SW 5TH AVE STE 1200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2225 NE 2ND AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt37180 SW FIR LOOP STE 1-A
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt41300 SW 5TH AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd097239
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd197204
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd297232
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd397223
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd497201
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0BENESYS INC
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1FERGUSON WELLMAN CAPITAL MANAGEMENT
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2LABCORP
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3CANOPYCASCADE CENTERS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4WELLS FARGO COMMUNITY BANKING
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACT ADMIN.
IRS990/ContractorCompensationGrp/ServicesDesc1INVESTMENT MGMT
IRS990/ContractorCompensationGrp/ServicesDesc2LAB TESTING
IRS990/ContractorCompensationGrp/ServicesDesc3EAP
IRS990/ContractorCompensationGrp/ServicesDesc4BANKING
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0153154820
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt015310322
IRS990/CYOtherExpensesAmt03380586
IRS990/CYOtherRevenueAmt030833
IRS990/CYProgramServiceRevenueAmt0165318223
IRS990/CYRevenuesLessExpensesAmt024123972
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0156535406
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0180659378
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 eligible 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/TotalAmt041200
IRS990/FeesForServicesLegalGrp/TotalAmt093528
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt01756652
IRS990/FeesForServicesOtherGrp/TotalAmt040836
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0905879
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0TIMOTHY GAUTHIER
IRS990/Form990PartVIISectionAGrp/PersonNm1GARTH BACHMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01953
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt06101745
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0121036560
IRS990/GrossReceiptsAmt0295594193
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt0144925
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt09208577
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09208577
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0374862828
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0421800213
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0114934815
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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/NetAssetsOrFundBalancesBOYAmt0307092671
IRS990/NetAssetsOrFundBalancesEOYAmt0362465599
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06101745
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06101745
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt031248956
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt061169
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1PRINTING & POSTAGE
IRS990/OtherExpensesGrp/Desc2PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt0159415
IRS990/OtherExpensesGrp/TotalAmt1120016
IRS990/OtherExpensesGrp/TotalAmt234229
IRS990/OtherLiabilitiesGrp/BOYAmt098470017
IRS990/OtherLiabilitiesGrp/EOYAmt093362896
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0SEC. LITIGATION PROCEEDS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt030833
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt030833
IRS990/OtherRevenueTotalAmt030833
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
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/BOYAmt0201037
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0202826
IRS990/PrincipalOfficerNm0TIMOTHY GAUTHIER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0160261239
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15056984
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0160261239
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15056984
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0153841341
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010525499
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04798168
IRS990/PYOtherRevenueAmt01558
IRS990/PYProgramServiceRevenueAmt0156188250
IRS990/PYRevenuesLessExpensesAmt08075798
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0158639509
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0166715307
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt024123972
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/BOYAmt0307092671
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0362465599
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02854716
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03119479
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0156535406
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt031248956
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt093362896
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt031248956
IRS990ScheduleD/RevenueSubtotalAmt0180659378
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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt0156535406
IRS990ScheduleD/TotalLiabilityAmt093362896
IRS990ScheduleD/TotalRevenuePerForm990Amt0180659378
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0211908334
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0156535406
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ADMINISTRATIVE OFFICE SENDS THE FORM 990 TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL BEFORE SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES HAS ADOPTED A SET OF POLICIES AND PROCEDURES TO MONITOR AND COMPLY WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC, WITH THE EXCEPTION OF THE AUDITED FINANCIAL STATEMENTS FILED WITH THE FORM 5500. FORM 990 IS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEE COMPENSATION AND BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATIONS IS PROPERLY REPORTED AND AVAILABLE ON THOSE ORGANIZATIONS' TAX FILINGS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VII, SECTION A:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE ADMINISTRATIVE OFFICE DOES NOT MAINTAIN THIS INFORMATION FOR THE PLAN'S CONTRIBUTING EMPLOYERS. PLEASE CONTACT THE ADMINISTRATIVE OFFICE IF YOU HAVE ANY QUESTIONS.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS II, III, AND IV:
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/TotalAssetsBOYAmt0407670527
IRS990/TotalAssetsEOYAmt0456932284
IRS990/TotalAssetsGrp/BOYAmt0407670527
IRS990/TotalAssetsGrp/EOYAmt0456932284
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0156535406
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0100577856
IRS990/TotalLiabilitiesEOYAmt094466685
IRS990/TotalLiabilitiesGrp/BOYAmt0100577856
IRS990/TotalLiabilitiesGrp/EOYAmt094466685
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0307092671
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0362465599
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0165318223
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt015310322
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0165349056
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0180659378
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0407670527
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0456932284
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05331 S MACADAM AVE 258 PMB 116
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097239
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY GAUTHIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05032240048

Document Assets

No mirrored PDF or thumbnail assets are attached yet.