MASONRY SECURITY PLAN OF WASHINGTON: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MASONRY SECURITY PLAN OF WASHINGTON (EIN 91-6028573)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349314398
- Schema version
- 2023v5.1
- 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 | 2024-11-15T13:57:42-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208149084 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANASTASI MOORE & MARTIN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 S WASHINGTON ST STE 600 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | 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 | 916028573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONRY SECURITY PLAN OF WASHINGTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASO | BusinessNameControlTxt |
| Phone | 2063294900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 EASTLAKE AVE E | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORRAINE COOK | PersonNm |
| Person Title | CHAIRWOMAN | PersonTitleTxt |
| Phone | 2063294900 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL ANASTASI CPA | PreparerPersonNm |
| PTIN | P00395796 | PTIN |
| Phone | 5093230272 | PhoneNum |
| Preparation | 2024-11-13 | 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 | LORRAINE COOK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 EASTLAKE AVE E | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,464,336 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | THE PLAN IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS AND BENEFICIARIES AS SPECIFIED IN THE PLAN DOCUMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,065,519 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,109,951 | CYProgramServiceRevenueAmt |
| PY Investment Income | $143,335 | PYInvestmentIncomeAmt |
| CY Investment Income | $296,674 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,208,854 | PYTotalRevenueAmt |
| CY Total Revenue | $11,406,625 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $11,038,219 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $11,737,842 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $942,048 | PYOtherExpensesAmt |
| CY Other Expenses | $1,066,598 | CYOtherExpensesAmt |
| PY Total Expenses | $11,980,267 | PYTotalExpensesAmt |
| CY Total Expenses | $12,804,440 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,771,413 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,397,815 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,766,470 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,762,261 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,518,937 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,453,378 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,247,533 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,308,883 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PLAN IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS AND BENEFICIARIES AS SPECIFIED IN THE PLAN DOCUMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE PLAN IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS AND BENEFICIARIES AS SPECIFIED IN THE PLAN DOCUMENT. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 210 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST ADMINISTRATORS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2063294900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 EASTLAKE AVE E | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| LORRAINE COOK | |||||||
| CHAIRWOMAN | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LOWELL GLODOWSKI | |||||||
| SECRETARY | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $141,403 | $70,000 |
| JUSTIN FRANCE | |||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $117,586 | $70,000 | |
| CORDELL FISCHER | |||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $120,415 | $70,000 | |
| ANGELA HENDERSON | |||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $113,787 | $70,000 | |
| CHRIS ELLIS | |||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $116,031 | $70,000 | |
| TONIA SORRELL-NEAL | |||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL S FIELD | |||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| RON ADAMS | |||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN DAVIDSON | |||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $609,222 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $350,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST ADMINISTRATORS INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 EASTLAKE AVE E | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ADMINISTRATIVE SERVICES | ServicesDesc |
| Compensation | $574,701 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $10,507,698 | $10,507,698 |
| SELF PAY CONTRIBUTIONS | 900099 | $602,253 | $602,253 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,109,951 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $294,826 | TotalRevenueColumnAmt |
| Exclusion | $294,826 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,059,559 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,057,711 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,848 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,848 | TotalRevenueColumnAmt |
| Exclusion | $1,848 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,406,625 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,109,951 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $296,674 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,737,842 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,042 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,857 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,897 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,369 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,741 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,879 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,776 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,051 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PCORI FEES | Desc |
| Total | $3,986 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,804,440 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $397,293 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,562,884 | BOYAmt |
| EOY | $2,420,587 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $840,087 | BOYAmt |
| EOY | $1,109,607 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,912 | BOYAmt |
| EOY | $18,179 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,355,587 | BOYAmt |
| EOY | $11,816,595 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,766,470 | BOYAmt |
| EOY | $15,762,261 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,267,708 | BOYAmt |
| EOY | $712,750 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,251,229 | BOYAmt |
| EOY | $6,740,628 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,518,937 | BOYAmt |
| EOY | $7,453,378 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,247,533 | BOYAmt |
| EOY | $8,308,883 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,247,533 | BOYAmt |
| EOY | $8,308,883 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,766,470 | BOYAmt |
| EOY | $15,762,261 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,397,815 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $459,165 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| VACATION CONTRIBUTIONS PAYABLE | $91,100 |
| CLAIMS INCURRED BUT NOT REPORTED | $1,345,000 |
| ACCUMULATED ELIGIBILITY CREDITS | $1,765,000 |
| HOUR BANK LIABILITY | $3,415,528 |
| CLAIMS PAYABLE | $124,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,740,628 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,831,421 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $459,165 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $459,165 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,372,256 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $34,369 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $34,369 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,406,625 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,461,282 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,461,282 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $34,369 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,308,789 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,343,158 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,804,440 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO THE SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) BUT HAS SINCE BEEN AMENDED. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEREFORE, THEY BELIEVE THAT THE PLAN IS QUALIFIED, AND THE RELATED TRUST IS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF THE LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, AND THE PLAN COULD BE SUBJECT TO INCOME TAX IF CERTAIN ISSUES WERE FOUND BY THE IRS THAT COULD RESULT IN THE DISQUALIFICATION OF THE PLAN'S TAX-EXEMPT STATUS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN BENEFIT OBLIGATIONS CHANGE IN BENEFITS PAID |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LOWELL GLODOWSKI | ||||||||||||||
| SECRETARY | $0 | $141,403 | $0 | $0 | $0 | $0 | $0 | $70,000 | $0 | $0 | $0 | $211,403 | $0 | $0 |
| CORDELL FISCHER | ||||||||||||||
| TRUSTEE | $0 | $120,415 | $0 | $0 | $0 | $0 | $0 | $70,000 | $0 | $0 | $0 | $190,415 | $0 | $0 |
| JUSTIN FRANCE | ||||||||||||||
| TRUSTEE | $0 | $117,586 | $0 | $0 | $0 | $0 | $0 | $70,000 | $0 | $0 | $0 | $187,586 | $0 | $0 |
| CHRIS ELLIS | ||||||||||||||
| TRUSTEE | $0 | $116,031 | $0 | $0 | $0 | $0 | $0 | $70,000 | $0 | $0 | $0 | $186,031 | $0 | $0 |
| ANGELA HENDERSON | ||||||||||||||
| TRUSTEE | $0 | $113,787 | $0 | $0 | $0 | $0 | $0 | $70,000 | $0 | $0 | $0 | $183,787 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ADMINISTRATIVE OFFICE REVIEWS THE FORM 990 AND NOTIFIES THE BOARD OF TRUSTEES OF ANY UNUSUAL OR SIGNIFICANT ITEMS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY TRUSTEE OR SERVICE PROVIDER AUTHORIZED TO CONDUCT TRANSACTIONS ON BEHALF OF THE PLAN WHO HAS REASON TO BELIEVE THAT A PROPOSED TRANSACTION MIGHT CONSTITUTE A PROHIBITED TRANSACTION SHOULD CONSULT WITH THE PLAN'S LEGAL COUNSEL AND OBTAIN APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE PLAN'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED BY THE ADMINISTRATIVE OFFICE AND ARE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|
| BRICKLAYERS LOCAL 1 WA & AK | |
| CONTRIBUTING EMPLOYER | 0 |
| BRICKLAYERS LOCAL NO 3 HEALTH AND WELFARE | |
| CONTRIBUTING EMPLOYER | 0 |
| HAWAII MASONS H&W FUND | |
| CONTRIBUTING EMPLOYER | 0 |
| MASONRY INSTITUTE OF WA | |
| CONTRIBUTING EMPLOYER | 0 |
| MASONRY WELFARE TRUSTS (HW) | |
| CONTRIBUTING EMPLOYER | 0 |
| MN & ND BRICKLAYERS AND ALLIED CRAFTWORKERS HEALTH FUND | |
| CONTRIBUTING EMPLOYER | 0 |
| WESTERN WA MASONRY TRADES APPRENTICESHIP AND TRAINING TRUST | |
| CONTRIBUTING EMPLOYER | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (16 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|
| ALPINE WATERPROOFING & MASONRY RESTORATION | |||
| CONTRIBUTING EMPLOYER | N/A | 0 | 0 |
| CARLY MICHAEL STONE DESIGN | |||
| CONTRIBUTING EMPLOYER | N/A | 0 | 0 |
| CLARK SERVICES NW LLC | |||
| CONTRIBUTING EMPLOYER | N/A | 0 | 0 |
| CONSTRUCTION BY CHAMPION LLC | |||
| CONTRIBUTING EMPLOYER | N/A | 0 | 0 |
| EXTERIORS PLUS NORTHWEST | |||
| CONTRIBUTING EMPLOYER | N/A | 0 | 0 |
| FINISHING TOUCH MASONRY & | |||
| CONTRIBUTING EMPLOYER | N/A | 0 | 0 |
| FLOORING SOLUTIONS LLC | |||
| CONTRIBUTING EMPLOYER | N/A | 0 | 0 |
| GORSAGE REFRACTORY SERVS LLC - GRS | |||
| CONTRIBUTING EMPLOYER | N/A | 0 | 0 |
| MASONRY RESTORATION CONSULTING LLC | |||
| CONTRIBUTING EMPLOYER | N/A | 0 | 0 |
| NORTHBOUND MASONRY | |||
| CONTRIBUTING EMPLOYER | N/A | 0 | 0 |
| RIFE CONSTRUCTION SERVICES | |||
| CONTRIBUTING EMPLOYER | N/A | 0 | 0 |
| RT GENERAL CONSTRUCTION LLC | |||
| CONTRIBUTING EMPLOYER | N/A | 0 | 0 |
| RUBENSTEIN'S - COLEMAN DOCK PROJECT | |||
| CONTRIBUTING EMPLOYER | N/A | 0 | 0 |
| TILE2 LLC | |||
| CONTRIBUTING EMPLOYER | N/A | 0 | 0 |
| WARFIELD MASONRY LLC | |||
| CONTRIBUTING EMPLOYER | N/A | 0 | 0 |
| WEST COAST CONCRETE RESTORATION LLC | |||
| CONTRIBUTING EMPLOYER | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (31 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|
| A&M MASONRY INC | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| ALL NEW GLASS COMPANY | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| CASCADE CONSTRUCTION COMPANY INC | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| CH MURPHY INC | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| DIZARD FRISCH & LUND MASONRY INC | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| EASTSIDE GLASS & SEALANTS | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| FD THOMAS INC | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| FAIRWEATHER MASONRY INC | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| GUY NIELSON COMPANY | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| HENDERSON MASONRY INC | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| HENSON COMPANY INCTHE | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| J & S MASONRY INC | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| JT THORPE & SON INC | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| JOHNSTON CONST CO INC | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| KEYSTONE MASONRY | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| MIKE QUINTON INSTALLING INC | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| NORTH AMERICAN TERRAZZO INC | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| PIONEER MASONRY RESTORATION | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| PULLMAN SST INC | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| R & D MASONRY | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| RUSTCO CONSTRUCTION | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| SCHONERT & ASSOCIATES INC | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| SKYLINE TILE & MARBLE INC | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| SUMMIT SEALANTS INC | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| SYNERGISM STONE | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| TECHNICAL WATERPROOFINGINC | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| THACKER MASONRY INC | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| UNITED PROFESSIONAL | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| WARDS MASONRY INC | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| WESTERN SPECIALTY CONTRACTORS | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| WESTERN TILE & MARBLE | ||
| CONTRIBUTING EMPLOYER | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |