SHEET METAL WORKERS 16 HEALTH AND WELFARE FUND: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SHEET METAL WORKERS 16 HEALTH AND WELFARE FUND (EIN 93-0757655)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-14
- IRS object ID
- 202442889349301869
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-14T14:05:07-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814693463 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRON CREEK TAX & CONSULTING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6650 SW REDWOOD LN STE 210 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930757655 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEET METAL WORKERS 16 HEALTH TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEE | BusinessNameControlTxt |
| Phone | 5032825581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4148 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL DUNCAN | PersonNm |
| Person Title | TRUSTEE/CHAIRPERSON | PersonTitleTxt |
| Phone | 5032825581 | PhoneNum |
| Signature | 2024-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD A LAYNE | PreparerPersonNm |
| PTIN | P00359754 | PTIN |
| Phone | 5034431040 | PhoneNum |
| Preparation | 2024-10-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAROL DUNCAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11235 SE HIGHWAY 212 | AddressLine1Txt |
| City | CLACKAMAS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $80,124,165 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE MEDICAL BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,272,996 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $31,303,081 | CYProgramServiceRevenueAmt |
| PY Investment Income | $217,534 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,609,670 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $30,490,530 | PYTotalRevenueAmt |
| CY Total Revenue | $32,912,751 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $30,691,755 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $36,403,112 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,825,169 | PYOtherExpensesAmt |
| CY Other Expenses | $2,079,303 | CYOtherExpensesAmt |
| PY Total Expenses | $32,516,924 | PYTotalExpensesAmt |
| CY Total Expenses | $38,482,415 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,026,394 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,569,664 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $46,044,927 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,191,016 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,602,094 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,881,415 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,442,833 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,309,601 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE MEDICAL BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | TO PROVIDE MEDICAL BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM C EARHART CO INC | PersonNm |
| Phone | 5032825581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12029 NE GLENN WIDING DR | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| RUSS BENTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARRIN BOYCE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LANCE DEYETTE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL DUNCAN | ||||||
| TRUSTEE/CHAI | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRIAN NOBLE | ||||||
| TRUSTEE/SECR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MIKE PECK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS SCHNEIDER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LUKE STUCKY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE WILLIAN C EARHART COMPANY INC | |||||
| PO BOX 4148 | PORTLAND | OR | 97208 | THIRD PARTY ADM | $1,011,210 |
| CIGNA | |||||
| 121 SW MORRISON STREET | PORTLAND | OR | 97204 | PPO NTWK/CSMGMT | $702,934 |
| EMPIRX HEALTH | |||||
| 155 CHESTNUT RIDGE RD | MONTVALE | NJ | 07645 | RX CLIAMS MGMT | $220,025 |
| PAYDHEALTH | |||||
| PO BOX 840557 | LOS ANGELES | CA | 90084 | COST CONTAINM. | $149,399 |
| MODA HEALTH | |||||
| 601 SW SECOND AVE | PORTLAND | OR | 97204 | RX CLAIMS MGMT | $116,626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| EMPLOYER CONTRIBUTIONS | $29,250,177 | $29,250,177 |
| EMPLOYEE AND RETIREE CONTRIBS | $2,052,904 | $2,052,904 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $31,303,081 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,089,227 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,089,227 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,731,857 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,211,414 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $520,443 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $520,443 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $520,443 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,912,751 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,912,751 | RelatedOrExemptFuncIncomeAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,403,112 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,066 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,445 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,013 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,775,391 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,453 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,710 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,681 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PCORI | Desc |
| Total | $10,544 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,482,415 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,830,913 | BOYAmt |
| EOY | $1,819,962 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567,571 | BOYAmt |
| EOY | $426,615 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,330,285 | BOYAmt |
| EOY | $3,427,218 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,437 | BOYAmt |
| EOY | $23,091 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,289,721 | BOYAmt |
| EOY | $35,494,130 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,044,927 | BOYAmt |
| EOY | $41,191,016 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,361 | BOYAmt |
| EOY | $194,056 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,290,733 | BOYAmt |
| EOY | $8,687,359 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,602,094 | BOYAmt |
| EOY | $8,881,415 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,442,833 | BOYAmt |
| EOY | $32,309,601 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,442,833 | BOYAmt |
| EOY | $32,309,601 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,044,927 | BOYAmt |
| EOY | $41,191,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,569,664 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,436,432 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CLAIMS PAYABLE | $7,756,331 |
| INSURANCE PREMIUMS PAYABLE | $931,028 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,687,359 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $34,259,170 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,436,432 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,436,432 | RevenueNotReportedAmt |
| Revenue Subtotal | $32,822,738 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $90,013 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $90,013 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $32,912,751 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $38,995,776 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $38,995,776 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $90,013 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$603,374 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$513,361 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $38,482,415 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 4, PART XII, LINE 4B | FormAndLineReferenceDesc |
| Explanation | CHANGE IN BENEFIT OBLIGATIONS -603,374 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI | LINE 18 - ANOTHER'S WEBSITE: GUIDESTAR.ORG |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE INDIVIDUAL SIGNING THE RETURN IS PROVIDED A COPY FOR REVIEW PRIOR TO SIGNING. THEY MAKE INQUIRIES OF THE AUDITOR AND ATTORNEY, AS APPLICABLE, WITH REGARD TO ANY QUESTIONS THAT THEY HAVE. |
| FORM 990, PAGE 6, PART VI, LINE 12C | TRUSTEES ARE RESPONSIBLE FOR COMPLYING WITH THE POLICY AND REPORTING ANY CONFLICTS OR POTENTIAL CONFLICTS TO THE OTHER BOARD MEMBERS. THE BOARD ALSO PERFORMS AN ANNUAL CONFLICT OF INTEREST REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 15A | TRUSTEES DO NOT RECEIVE ANY COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | NO COMPENSATION IS PAID. |
| FORM 990, PAGE 6, PART VI, LINE 18 | FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE MADE AVAILABLE THROUGH THE TRUST'S THIRD PARTY ADMINISTRATOR UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| SMART LOCAL 16 | |
| N/A | false |
| SMACNA COLUMBIA CHAPTER | |
| N/A | false |
| SHEET METAL UNION L 16 | |
| N/A | false |
| SHEET METAL TRAINING FUND | |
| N/A | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|
| SPECIALTY METAL FAB LLC | ||
| N/A | false | false |
| ALLIANT SYSTEMS LLC | ||
| N/A | false | false |
| ICON-BIM LLC | ||
| N/A | false | false |
| VIGOR MARINE LLC | ||
| N/A | false | false |
| VOGOR WORKS LLC | ||
| N/A | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (64 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| APOLLO SHEET METAL | |
| N/A | false |
| ARCTIC SHEET METAL INC | |
| N/A | false |
| AROCK TECHNOLOGIES | |
| N/A | false |
| BIM DESIGNS INC | |
| N/A | false |
| BRAWN MECHANICAL CORP | |
| N/A | false |
| C J HANSEN CO INC | |
| N/A | false |
| CAPITAL HEATING & COOLING INC | |
| N/A | false |
| CK INDUSTRIES INC | |
| N/A | false |
| COLUMBIA PACIFIC BLDG TRADES | |
| N/A | false |
| CROWN CORR INC | |
| N/A | false |
| DAY HEATING COMPANY | |
| N/A | false |
| DEAD NUTS DETAILING & CAD SERVICES | |
| N/A | false |
| DEAMOR ASSOCIATES INC | |
| N/A | false |
| DELTA TECHNOLOGY CORP | |
| N/A | false |
| DETEMPLE COMPANY INC | |
| N/A | false |
| DEVCO MECHANICAL INC | |
| N/A | false |
| DIVINE HEATING & COOLING | |
| N/A | false |
| DUCTZ OF GREATER PTLD & VANCOUVER | |
| N/A | false |
| F M SHEET METAL INC | |
| N/A | false |
| FOUCH ELECTRICAL MFG CO | |
| N/A | false |
| GENERAL SHEET METAL WORKS | |
| N/A | false |
| HANSET STAINLESS INC | |
| N/A | false |
| HARDER MECHANICAL CONTRACTORS INC | |
| N/A | false |
| HARRIS & HART | |
| N/A | false |
| HARVEST VALLEY SPECIALTIES INC | |
| N/A | false |
| HARVEY & PRICE CO | |
| N/A | false |
| HELSER INDUSTRIES | |
| N/A | false |
| HERMANSON COMPANY LLP | |
| N/A | false |
| J R MERIT INC | |
| N/A | false |
| JG2 ENTERPRISES LLC DBA | |
| N/A | false |
| JH KELLY LLC | |
| N/A | false |
| JUST RIGHT HEATING & COOL | |
| N/A | false |
| LIBERTY METAL FABRICATORS | |
| N/A | false |
| M G MCGRATH INC | |
| N/A | false |
| MACDONALD MILLER FAC SOL | |
| N/A | false |
| MARTIN METAL FABRICATORS | |
| N/A | false |
| MCGOWNE IRONWORKS LLC | |
| N/A | false |
| MCKINSTRY CO | |
| N/A | false |
| MEEKS SHEET METAL | |
| N/A | false |
| MILWAUKIE HEATING & COOLI | |
| N/A | false |
| NEMIC | |
| N/A | false |
| NEUDORFER ENGINEERS INC | |
| N/A | false |
| NORTHWEST RECIPROCITY | |
| N/A | false |
| NORTHWEST REFRIGERATION SRVCS LLC | |
| N/A | false |
| NORTHWESTERN ROOFNG & SM | |
| N/A | false |
| NW MOUNTAIN AIR INC | |
| N/A | false |
| OCEAN PARK MECHANICAL | |
| N/A | false |
| PRECISION TEST & BALANCE INC | |
| N/A | false |
| R & J METAL FABRICATORS I | |
| N/A | false |
| RESOURCE MANAGEMENT ASSOC | |
| N/A | false |
| ROBERT LLOYD SHEET METAL | |
| N/A | false |
| S & R SHEET METAL INC | |
| N/A | false |
| SOUTHLAND INDUSTRIES | |
| N/A | false |
| STREIMER SHEET METAL WORK | |
| N/A | false |
| STRYKER CONSTRUCTION INC | |
| N/A | false |
| THE LYNCH CO INC | |
| N/A | false |
| THOMPSON METAL FAB | |
| N/A | false |
| TOTAL MECHANIC INC | |
| N/A | false |
| TROTTER & MORTON FACILITY SERVICE | |
| N/A | false |
| U S TEST & BALANCE CORP | |
| N/A | false |
| UMPQUA SHEET METAL INC | |
| N/A | false |
| UNIQUE METAL PRODUCTSLLC | |
| N/A | false |
| UNIVERSAL WALL SYSTEMS INC | |
| N/A | false |
| VIGOR ALASKA | |
| N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |