Civic Intelligence

Hotel and Restaurant Employees Health and Welfare Trust

990 • Fiscal year 2019 • EIN 94-1229312

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization ProfileN/A

View Organization Page

2323 Eastlake Ave ESeattle, WA 98102

(206) 726-3271

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.20x

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

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

73rd percentile

0.16x

Higher debt load relative to revenue than 73% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Net Margin

32nd percentile

0.7%

Higher net margin than 32% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Asset Growth

76th percentile

19%

Faster asset growth than 76% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

10%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$21,679,151

Up $3,405,532 (+19%) from 2018

Net Assets

Up

$17,370,750

Up $1,133,461 (+7.0%) from 2018

Liabilities

Up

$4,308,401

Up $2,272,071 (+112%) from 2018

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin32nd percentile

Revenue

Up

$26,699,073

Up $2,472,470 (+10%) from 2018

Expenses

Up

$26,514,979

Up $4,925,906 (+23%) from 2018

Net Income

Down

$184,094

Down $2,453,436 (-93%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$30M$20M$10M$0Assets 2010: $7,171,391Liabilities 2010: $2,168,623Net Assets 2010: $5,002,7682010Assets 2011: $6,885,689Liabilities 2011: $2,349,357Net Assets 2011: $4,536,3322011Assets 2012: $6,993,954Liabilities 2012: $2,656,987Net Assets 2012: $4,336,9672012Assets 2013: $6,206,830Liabilities 2013: $2,950,707Net Assets 2013: $3,256,1232013Assets 2014: $5,843,785Liabilities 2014: $3,185,276Net Assets 2014: $2,658,5092014Assets 2015: $8,940,683Liabilities 2015: $3,157,721Net Assets 2015: $5,782,9622015Assets 2016: $12,833,406Liabilities 2016: $3,399,128Net Assets 2016: $9,434,2782016Assets 2017: $18,114,267Liabilities 2017: $3,465,648Net Assets 2017: $14,648,6192017Assets 2018: $18,273,619Liabilities 2018: $2,036,330Net Assets 2018: $16,237,2892018Assets 2019: $21,679,151Liabilities 2019: $4,308,401Net Assets 2019: $17,370,7502019Assets 2020: $13,204,491Liabilities 2020: $2,022,901Net Assets 2020: $11,181,5902020Assets 2021: $14,313,430Liabilities 2021: $2,561,628Net Assets 2021: $11,751,8022021Assets 2022: $15,505,292Liabilities 2022: $3,465,256Net Assets 2022: $12,040,0362022Assets 2023: $19,507,448Liabilities 2023: $3,261,181Net Assets 2023: $16,246,2672023Assets 2024: $20,561,543Liabilities 2024: $3,476,023Net Assets 2024: $17,085,5202024

Highlighted filing

2019

Assets$21,679,151
Liabilities$4,308,401
Net Assets$17,370,750
Open 2019 Filing

Operations Trend

Revenue Growth68th percentile

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

$30M$20M$10M$0-$10MRevenue 2010: $12,696,251Expenses 2010: $12,515,116Net Income 2010: $181,1352010Revenue 2011: $13,505,575Expenses 2011: $13,982,208Net Income 2011: -$476,6332011Revenue 2012: $15,027,990Expenses 2012: $15,390,245Net Income 2012: -$362,2552012Revenue 2013: $16,000,972Expenses 2013: $16,907,934Net Income 2013: -$906,9622013Revenue 2014: $17,464,458Expenses 2014: $18,082,131Net Income 2014: -$617,6732014Revenue 2015: $21,454,080Expenses 2015: $18,269,447Net Income 2015: $3,184,6332015Revenue 2016: $22,492,703Expenses 2016: $18,894,589Net Income 2016: $3,598,1142016Revenue 2017: $23,162,289Expenses 2017: $18,617,282Net Income 2017: $4,545,0072017Revenue 2018: $24,226,603Expenses 2018: $21,589,073Net Income 2018: $2,637,5302018Revenue 2019: $26,699,073Expenses 2019: $26,514,979Net Income 2019: $184,0942019Revenue 2020: $14,101,373Expenses 2020: $19,599,739Net Income 2020: -$5,498,3662020Revenue 2021: $14,999,622Expenses 2021: $13,872,482Net Income 2021: $1,127,1402021Revenue 2022: $21,682,049Expenses 2022: $18,642,649Net Income 2022: $3,039,4002022Revenue 2023: $21,674,329Expenses 2023: $18,666,100Net Income 2023: $3,008,2292023Revenue 2024: $22,231,065Expenses 2024: $21,276,068Net Income 2024: $954,9972024

Highlighted filing

2019

Revenue$26,699,073
Expenses$26,514,979
Net Income$184,094
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$35,950,256
Mission and Program Overview

Mission

NONE

To provide health and welfare benefits to eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$16,237,289$17,370,750▲ $1,133,461
Investments in Publicly Traded Securities$8,324,382$10,329,833▲ $2,005,451
Savings and Temporary Cash Investments$836,199$4,830,946▲ $3,994,747
Cash and Non-Interest-Bearing Accounts$6,133,510$3,466,929▼ $2,666,581
Accounts Receivable$1,675,386$3,048,512▲ $1,373,126
Prepaid Expenses and Deferred Charges$1,304,142$2,931▼ $1,301,211
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$18,273,619$21,679,151▲ $3,405,532
Liabilities
Other Liabilities$2,005,810$4,287,073▲ $2,281,263
Accounts Payable and Accrued Expenses$30,520$21,328▼ $9,192
Total Liabilities$2,036,330$4,308,401▲ $2,272,071
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,237,289$17,370,750▲ $1,133,461
Total Liabilities and Net Assets / Fund Balance$18,273,619$21,679,151▲ $3,405,532
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Wei-ling HuberCo-chair
Kevin GleasonSenior Director, Labor
Douglas CornfordTrustee
Jose ZarateTrustee
Lian AlanTrustee
Yulisa ElenesTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Northwest Administrators INCAdministrative Services1182 MARKET ST STE 320, San Francisco, CA 94102$201,971
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$25,780,888
Investment Income
$844,225
Other Revenue
$73,960
Change in Net Assets
$184,094

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,652,937
Revenue Not Reported on Financial Statements
$46,136
Revenue Not Reported on Form 990
$949,367
Total Revenue per Audited Statements
$27,602,304
Total Revenue per Form 990
$26,699,073
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$504,232
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---$26,010,747
Fees for Services Management---$201,971
Fees for Services Other---$117,988
Fees for Services Accounting---$79,928
Fees for Service Investment Mgmnt Fees---$46,136
Fees for Services Legal---$27,299
Conferences and Meetings---$8,486
Insurance---$6,171
Other Expenses---$48
Total Functional Expenses$0$0$0$26,514,979

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$26,514,979
Expenses per Audited Statements$26,468,843
Total Expenses per Audited Statements$24,471,101
Expenses Not Reported on Financial Statements$46,136
Expenses Not Reported on Form 990$-1,997,742
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Insurance Premiums Payable$4,002,022
Due to Broker$183,447
Due to Other Trusts$101,604
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization delegates control over management duties customarily performed by or under the direct supervison of officers, directors, trustees, or key employees to the contract administrator, northwest administrators, inc.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have any committees with the authority to act on behalf of the governing body.”

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

“Trustees are mailed the form and asked to remark if they have changes.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public, upon request.”

Filing and Contact Details

Filer

Filer Name
Hotel and Restaurant Employees
EIN
94-1229312
Phone
2067263271
Address
2323 EASTLAKE AVE E, SEATTLE, WA 98102

Signing Officer

Name
Senior Director Labor
Title
Senior Director, Labor
Phone
2067263271
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Gleason
Formed
1963
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Eide Bailly Llp
Address
3130 CROW CANYON PL STE 300, SAN RAMON, CA 94583-1386
Preparer
Theresa Montgomery CPA
Phone
9254804000
Supplemental Narrative

Additional Explanations

Form 990, Part XI Line 2C

“The board of trustees assumes responsibility for overseeing the audit of the organization's financial statements and for selecting the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The plan has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The plan believes that the plan has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability. Informational tax returns, for tax years for which the applicable statutes of limitations have not expired, are subject to examination by authorities.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Net change in benefit obligations -1,997,742.”

Raw XML Appendix384 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
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt046136
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0949367
IRS990ScheduleD/OtherExpensesIncludedAmt0-1997742
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04002022
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1101604
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2183447
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO OTHER TRUSTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO BROKER
IRS990ScheduleD/RevenueNotReportedAmt0949367
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt046136
IRS990ScheduleD/RevenueSubtotalAmt026652937
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE PLAN BELIEVES THAT THE PLAN HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY. INFORMATIONAL TAX RETURNS, FOR TAX YEARS FOR WHICH THE APPLICABLE STATUTES OF LIMITATIONS HAVE NOT EXPIRED, ARE SUBJECT TO EXAMINATION BY AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NET CHANGE IN BENEFIT OBLIGATIONS -1,997,742.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt026514979
IRS990ScheduleD/TotalLiabilityAmt04287073
IRS990ScheduleD/TotalRevenuePerForm990Amt026699073
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt027602304
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt024471101
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISON OF OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR, NORTHWEST ADMINISTRATORS, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES ARE MAILED THE FORM AND ASKED TO REMARK IF THEY HAVE CHANGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EAST BAY RESTAURANT AND TAVERN RETIREMENT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0946076428
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01182 MARKET STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094120
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0IN A MULTIEMPLOYER PLAN, A CONTRIBUTING EMPLOYER IS CONSIDERED A RELATED ORGANIZATION BECAUSE THEY ARE OBLIGATED TO CONTRIBUTE TO THE PLAN PURSUANT TO THE TERMS IN THE COLLECTIVE BARGAINING OR PARTICIPATION AGREEMENT. THE ADMINISTRATIVE OFFICE ONLY MAINTAINS THE DATA NECESSARY TO FULFILL THE OBLIGATION TO CONTRIBUTE, IT DOES NOT MAINTAIN SPECIFIC BUSINESS DATA REGARDING THE EMPLOYERS, SUCH AS ENTITY TYPE OR TAX INFORMATION.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS II, III, AND IV - IDENTIFICATION OF RELATED TAX ORGANIZATIONS
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt018273619
IRS990/TotalAssetsEOYAmt021679151
IRS990/TotalAssetsGrp/BOYAmt018273619
IRS990/TotalAssetsGrp/EOYAmt021679151
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt026514979
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02036330
IRS990/TotalLiabilitiesEOYAmt04308401
IRS990/TotalLiabilitiesGrp/BOYAmt02036330
IRS990/TotalLiabilitiesGrp/EOYAmt04308401
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016237289
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt017370750
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt025780888
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0489508
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt026209565
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt026699073
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt018273619
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt021679151
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02323 EASTLAKE AVE E
IRS990/USAddress/CityNm0SEATTLE
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098102
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SENIOR DIRECTOR LABOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR DIRECTOR, LABOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02067263271
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOTEL AND RESTAURANT EMPLOYEES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HOTE
ReturnHeader/Filer/EIN0941229312
ReturnHeader/Filer/PhoneNum02067263271
ReturnHeader/Filer/USAddress/AddressLine1Txt02323 EASTLAKE AVE E
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098102
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0327E456370A643C83A1BB4325D39191A230D016A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.110.55.147
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:01:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03130 CROW CANYON PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945831386
ReturnHeader/PreparerPersonGrp/PhoneNum09254804000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA MONTGOMERY CPA
ReturnHeader/ReturnTs02020-11-16T14:03:59-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,679,151
Liabilities
$4,308,401
Net assets
$17,370,750
Revenue
$26,699,073
Expenses
$26,514,979
Net income
$184,094
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.6$3.48$17.1$22.2$21.3$0.95
2023Detailed filing. Detailed filing data is available for this year.$19.5$3.26$16.2$21.7$18.7$3.01
2022Detailed filing. Detailed filing data is available for this year.$15.5$3.47$12.0$21.7$18.6$3.04
2021Detailed filing. Detailed filing data is available for this year.$14.3$2.56$11.8$15.0$13.9$1.13
2020Detailed filing. Detailed filing data is available for this year.$13.2$2.02$11.2$14.1$19.6$5.50
2019Detailed filing. Detailed filing data is available for this year.$21.7$4.31$17.4$26.7$26.5$0.18
2018Detailed filing. Detailed filing data is available for this year.$18.3$2.04$16.2$24.2$21.6$2.64
2017Detailed filing. Detailed filing data is available for this year.$18.1$3.47$14.6$23.2$18.6$4.55
2016Detailed filing. Detailed filing data is available for this year.$12.8$3.40$9.43$22.5$18.9$3.60
2015Detailed filing. Detailed filing data is available for this year.$8.94$3.16$5.78$21.5$18.3$3.18
2014Summary only. Only limited summary data is available for this year.$5.84$3.19$2.66$17.5$18.1$0.62
2013Summary only. Only limited summary data is available for this year.$6.21$2.95$3.26$16.0$16.9$0.91
2012Summary only. Only limited summary data is available for this year.$6.99$2.66$4.34$15.0$15.4$0.36
2011Summary only. Only limited summary data is available for this year.$6.89$2.35$4.54$13.5$14.0$0.48
2010Summary only. Only limited summary data is available for this year.$7.17$2.17$5.00$12.7$12.5$0.18