STRATEGY STUDIO / PUBLIC DATA EXPLORER

PAINTERS TRUST: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PAINTERS TRUST (EIN 91-0597991)
Tax period
2023-08-01 to 2024-07-31
Filed
2025-06-13
IRS object ID
202541649349301614
Schema version
2023v6.0
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

FieldValueIRS element (for citing)
Return2025-06-13T16:48:49-05:00ReturnTs
Tax Period End2024-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN208149084PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANASTASI MOORE & MARTIN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19 S WASHINGTON ST STE 600AddressLine1Txt
CitySPOKANECityNm
State AbbreviationWAStateAbbreviationCd
ZIP99201ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN910597991EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAINTERS TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPAINBusinessNameControlTxt
Phone2065189730PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118300 CASCADE AVE S STE 141AddressLine1Txt
CityTUKWILACityNm
State AbbreviationWAStateAbbreviationCd
ZIP98188ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTACEY GRUNDPersonNm
Person TitleCO-CHAIRPersonTitleTxt
Phone2065189730PhoneNum
Signature2025-06-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN R COLEMAN CPAPreparerPersonNm
PTINP01854803PTIN
Phone5093230272PhoneNum
Preparation2025-06-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTACEY GRUNDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line118300 CASCADE AVE S STE 141AddressLine1Txt
CityTUKWILACityNm
State AbbreviationWAStateAbbreviationCd
ZIP98188ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$104,102,029GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1952FormationYr
Legal Domicile StateWALegalDomicileStateCd
Activity Or MissionTHE 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 Body10VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee120TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$85,764,440PYProgramServiceRevenueAmt
CY Program Service Revenue$83,293,217CYProgramServiceRevenueAmt
PY Investment Income$1,639,599PYInvestmentIncomeAmt
CY Investment Income$1,865,737CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$30,436CYOtherRevenueAmt
PY Total Revenue$87,404,039PYTotalRevenueAmt
CY Total Revenue$85,189,390CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$77,037,052PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$71,428,100CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$132,714CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$6,089,288PYOtherExpensesAmt
CY Other Expenses$6,319,691CYOtherExpensesAmt
PY Total Expenses$83,126,340PYTotalExpensesAmt
CY Total Expenses$77,880,505CYTotalExpensesAmt
PY Revenues Less Expenses$4,277,699PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,308,885CYRevenuesLessExpensesAmt
Total Assets BOY$111,690,393TotalAssetsBOYAmt
Total Assets EOY$120,170,713TotalAssetsEOYAmt
Total Liabilities BOY$51,060,158TotalLiabilitiesBOYAmt
Total Liabilities EOY$46,614,044TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$60,630,235NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$73,556,669NetAssetsOrFundBalancesEOYAmt
MissionTHE 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE 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 Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document8IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee120EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BENESYS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8443442721PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118300 CASCADE AVE S STE 141AddressLine1Txt
CityTUKWILACityNm
State AbbreviationWAStateAbbreviationCd
ZIP98188ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STACEY GRUND
CO-CHAIR1.00Yes (X)Yes (X)$0$0$0
DAVE WINKLER
CO-CHAIR1.00Yes (X)Yes (X)$0$0$0
STEVE MALCOLM
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
JEREMY GIBSON
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
JONATHAN HOLCA
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
HAROLD DALY
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
KEITH MARKLAND
UNION TRUSTEE1.00Yes (X)$0$0$0
TODD SPRINGER
UNION TRUSTEE1.00Yes (X)$0$0$0
LISA DEROSIA
UNION TRUSTEE1.00Yes (X)$0$0$0
ROBERT WILLIAMS
UNION TRUSTEE1.00Yes (X)$0$0$0
MELISSA KOLLMAN
EXECUTIVE DIRECTOR40.00Yes (X)$90,431$0$31,446
FieldValueIRS element (for citing)
Total Reportable Comp From Org$90,431TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$31,446TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BENESYS
7180 KOLL CENTER PARKWAY SUITE 200PLEASANTONCA94566THIRD-PARTY ADMINISTRATOR$1,605,838
AETNA INC
151 FARMINGTON AVENUEHARTFORDCT06156ADMINISTRATIVE SERVICES$1,485,231
RENALOGIC
223 W JACKSON BLVD SUITE 604CHICAGOIL60606COST CONTAINMENT$465,142
THE URBAN LAW FIRM
4270 S DECATUR BLVD SUITE A-9LAS VEGASNV89103LEGAL SERVICES$276,260
CHRISTENSEN JAMES & MARTIN CHTD
7440 W SAHARA AVELAS VEGASNV89117COLLECTION SERVICES$166,439
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$78,834,205$78,834,205
EMPLOYEE CONTRIBUTIONS900099$2,718,717$2,718,717
LIQUIDATED DAMAGES AND FEES900099$1,740,295$1,740,295
FieldValueIRS element (for citing)
Total Program Service Revenue$83,293,217TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,484,769TotalRevenueColumnAmt
Exclusion$2,484,769ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$18,293,607SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$18,912,639SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$619,032SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$619,032TotalRevenueColumnAmt
Exclusion-$619,032ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$30,436TotalRevenueColumnAmt
Related Or Exempt Func Income$30,436RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$30,436OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$85,189,390TotalRevenueColumnAmt
Related Or Exempt Func Income$83,323,653RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,865,737ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$71,428,100TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$124,363TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,351TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$4,679,830TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$454,116TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$73,415TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$201,196TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$188,598TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$277,064TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$11,920TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$36,264TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$18,951TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
PCORI FEES$231,933
TAXES AND FEES$146,404

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$77,880,505TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$17,884,063BOYAmt
EOY$17,261,404EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$517,092BOYAmt
EOY$906,006EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,461,681BOYAmt
EOY$10,861,403EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$26,542BOYAmt
EOY$11,389EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$79,801,015BOYAmt
EOY$78,314,271EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$12,816,240EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$111,690,393BOYAmt
EOY$120,170,713EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$453,651BOYAmt
EOY$501,471EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$50,606,507BOYAmt
EOY$46,112,573EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$51,060,158BOYAmt
EOY$46,614,044EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$60,630,235BOYAmt
EOY$73,556,669EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,630,235BOYAmt
EOY$73,556,669EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$111,690,393BOYAmt
EOY$120,170,713EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$7,308,885ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,617,549NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTDesc
Book Value$12,816,240BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$12,816,240TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
BENEFIT OBLIGATIONS$38,363,000
DUE TO RELATED TRUSTS AND ORGANIZATIONS$7,749,573
FieldValueIRS element (for citing)
Total Liability$46,112,573TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$90,605,743TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,617,549NetUnrealizedGainsInvstAmt
Revenue Not Reported$5,617,549RevenueNotReportedAmt
Revenue Subtotal$84,988,194RevenueSubtotalAmt
Investment Expenses Not Incld$201,196InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$201,196RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$85,189,390TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$80,258,309TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$2,579,000OtherExpensesIncludedAmt
Expenses Not Reported$2,579,000ExpensesNotReportedAmt
Expenses Subtotal$77,679,309ExpensesSubtotalAmt
Investment Expenses Not Incld2$201,196InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$201,196ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$77,880,505TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS). MANAGEMENT BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. 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 JULY 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XII, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN BENEFIT OBLIGATIONS PAYABLE 2,579,000.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE PLAN'S CPA PREPARED THE FORM 990 WHICH IS REVIEWED BY THE PLAN ADMINISTRATOR AND PRESENTED TO A DESIGNED TRUSTEE TO REVIEW AND APPROVE PRIOR TO FILING. THE FULL BOARD CAN REQUEST COPIES OF THE COMPLETED FORM 990.
FORM 990, PART VI, SECTION B, LINE 12CTRUSTEES ARE REQUIRED TO NOTIFY THE PLAN OF ANY CHANGES IN THEIR INTEREST THAT GIVE RISE TO CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15ATHE EXECUTIVE DIRECTOR'S COMPENSATION AND BENEFITS ARE REVIEWED AT LEAST ANNUALLY BY THE BOARD OF TRUSTEES. COMPENSATION AND BENEFITS ARE COMMENSURATE WITH THE LEVEL OF SERVICE PERFORMED.
FORM 990, PART VI, SECTION C, LINE 19THE PLAN'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE PLAN OFFICE AND ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (24 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
DISTRICT COUNCIL NO 16 (RENO)
CONTRIBUTING EMPLOYER0
FLOOR COVERING JATC
CONTRIBUTING EMPLOYER0
GLASSWORKERS JATC
CONTRIBUTING EMPLOYER0
IUPAT # 1959 ALASKA APPRENTICESHIP
CONTRIBUTING EMPLOYER0
IUPAT DC 16 (LAS VEGAS)
CONTRIBUTING EMPLOYER0
IUPAT DISTRICT COUNCIL #5
CONTRIBUTING EMPLOYER0
IUPAT LOCAL 567 APPR FUND
CONTRIBUTING EMPLOYER0
KING COUNTY HOUSING AUTHORITY
CONTRIBUTING EMPLOYER0
LU 159 PJAC INSTRUCTORS
CONTRIBUTING EMPLOYER0
NORTHWEST WALL & CEILING
CONTRIBUTING EMPLOYER0
PAINTERS & DEC AND GLAZ LMCC
CONTRIBUTING EMPLOYER0
PAINTERS APPRENTICESHIP TRUST
CONTRIBUTING EMPLOYER0
PDCA SOUTHERN NEVADA
CONTRIBUTING EMPLOYER0
PORT OF LONGVIEW
CONTRIBUTING EMPLOYER0
PORT OF SEATTLE
CONTRIBUTING EMPLOYER0
SEATTLE BUILDING & CONSTRUCTION TRADES COUNCIL
CONTRIBUTING EMPLOYER0
SEATTLE CONVENTION CENTER
CONTRIBUTING EMPLOYER0
SEATTLE HOUSING AUTHORITY
CONTRIBUTING EMPLOYER0
TENNESSEE VALLEY PAINTERS
CONTRIBUTING EMPLOYER0
TENNESSEE VALLEY PAINTERS HEALTH FUND CO SO B
CONTRIBUTING EMPLOYER0
TI DULUTH BUILDING TRADES (LU 106)
CONTRIBUTING EMPLOYER0
TI TENNESSEE VALLEY PAINTERS HEALTH FUND (LU 437)
CONTRIBUTING EMPLOYER0
VIGOR SHIPYARDS (LU 300)
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WASHINGTON ATHLETIC CLUB
CONTRIBUTING EMPLOYERN/A0
WASHINGTON GLASS & GLAZING
CONTRIBUTING EMPLOYERN/A0
WASTE TREATMENT COMPLETION COMPANY
CONTRIBUTING EMPLOYERN/A0
WAYNE POWELL PTG INC
CONTRIBUTING EMPLOYERN/A0
WELDTECH SERVICES INC
CONTRIBUTING EMPLOYERN/A0
WEST COAST FLOORING
CONTRIBUTING EMPLOYERN/A0
WESTERN PARTITIONS INC
CONTRIBUTING EMPLOYERN/A0
WINDOW INSTALLATION SPECIALISTS INC
CONTRIBUTING EMPLOYERN/A0
WOODS CONSTRUCTION
CONTRIBUTING EMPLOYERN/A0
YMC INC
CONTRIBUTING EMPLOYERN/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd