SHEET METAL WORKERS 16 HEALTH AND WELFARE FUND: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SHEET METAL WORKERS 16 HEALTH AND WELFARE FUND (EIN 93-0757655)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349307609
- Schema version
- 2021v4.0
- 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 | 2022-11-14T12:42:03-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 931015766 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BJORKLUND & MONTPLAISIR CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10300 SW GREENBURG ROAD STE 470 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROL | PersonFirstNm |
| Person Last | DUNCAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD A LAYNE | PreparerPersonNm |
| PTIN | P00359754 | PTIN |
| Phone | 5036436400 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $121,302,888 | 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 | $27,893,575 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $28,814,320 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,581,854 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,442,505 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $29,475,429 | PYTotalRevenueAmt |
| CY Total Revenue | $31,256,825 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $27,086,158 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $28,884,818 | 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 | $1,490,715 | PYOtherExpensesAmt |
| CY Other Expenses | $1,695,087 | CYOtherExpensesAmt |
| PY Total Expenses | $28,576,873 | PYTotalExpensesAmt |
| CY Total Expenses | $30,579,905 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $898,556 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $676,920 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,053,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,597,003 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,012,115 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,455,873 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,041,200 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $41,141,130 | 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 | 4 | IRPDocumentCnt |
| IRP Document W2 G | 36 | 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 | Yes (true) | 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 (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| TIMOTHY CARTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL DUNCAN | ||||||
| TRUSTEE/CHAI | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SHAWN ECKELBERRY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KOLBY HANSON | ||||||
| UNION TRUSTE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOE HARRIS | ||||||
| ALT UNION TR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY HENDERSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM KLOPFENSTEIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN NOBLE | ||||||
| TRUSTEE/SECR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MIKE PECK | ||||||
| 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 (3 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 | $915,697 |
| CIGNA | |||||
| 121 SW MORRISON STREET | PORTLAND | OR | 97204 | PPO NTWK/CSMGMT | $710,164 |
| EMPIRX HEALTH | |||||
| 155 CHESTNUT RIDGE RD | MONTVALE | NJ | 07645 | RX CLIAMS MGMT | $231,137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| EMPLOYER CONTRIBUTIONS | $26,601,894 | $26,601,894 |
| EMPLOYEE AND RETIREE CONTRIBS | $2,212,426 | $2,212,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $28,814,320 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $833,704 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $833,704 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $91,654,864 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $90,046,063 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,608,801 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,608,801 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,608,801 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,256,825 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,256,825 | RelatedOrExemptFuncIncomeAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,884,818 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,299 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,429 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,672 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,444,266 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,292 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,302 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PCORI | Desc |
| Total | $9,298 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,579,905 | 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 | $2,673,745 | BOYAmt |
| EOY | $1,721,041 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,147,854 | BOYAmt |
| EOY | $481,260 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,643,265 | BOYAmt |
| EOY | $2,701,775 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,148 | BOYAmt |
| EOY | $21,658 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,569,303 | BOYAmt |
| EOY | $43,671,269 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,053,315 | BOYAmt |
| EOY | $48,597,003 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,764,976 | BOYAmt |
| EOY | $194,158 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,247,139 | BOYAmt |
| EOY | $7,261,715 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,012,115 | BOYAmt |
| EOY | $7,455,873 | 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 | $41,041,200 | BOYAmt |
| EOY | $41,141,130 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,041,200 | BOYAmt |
| EOY | $41,141,130 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,053,315 | BOYAmt |
| EOY | $48,597,003 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $676,920 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$576,990 | 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 | $6,488,979 |
| INSURANCE PREMIUMS PAYABLE | $772,736 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,261,715 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $30,584,163 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$576,990 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$576,990 | RevenueNotReportedAmt |
| Revenue Subtotal | $31,161,153 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $95,672 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $95,672 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $31,256,825 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,469,657 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $30,469,657 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $95,672 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $14,576 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $110,248 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $30,579,905 | 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 14,576 | 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 (2 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 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (68 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| A ZAHNER COMPANY | |
| N/A | false |
| APOLLO SHEET METAL | |
| N/A | false |
| ARCTIC SHEET METAL INC | |
| N/A | false |
| BASSETT CONSTRUCTION | |
| N/A | false |
| BRAWN MECHANICAL CORP | |
| N/A | false |
| C J HANSEN CO 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 |
| DEAMOR ASSOCIATES INC | |
| N/A | false |
| DUCTZ OF GREATER PTLD & VANCOUVER | |
| N/A | false |
| ENVISE DBA ENVISE INC | |
| N/A | false |
| F M SHEET METAL INC | |
| N/A | false |
| GENERAL SHEET METAL WORKS | |
| N/A | false |
| H & N SHEET METAL INC | |
| 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 |
| INTERNATIONAL TRAINING INSTITUTE | |
| 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 |
| KENCO CONSTRUCTION INC | |
| N/A | false |
| LIBERTY METAL FABRICATORS | |
| N/A | false |
| M & H METAL WORKS INC | |
| 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 |
| MONTAVILLA SM WORKS CO | |
| N/A | false |
| NEUDORFER ENGINEERS INC | |
| N/A | false |
| NORTHWEST RECIPROCITY | |
| N/A | false |
| NORTHWESTERN ROOFNG & SM | |
| N/A | false |
| OCEAN PARK MECHANICAL | |
| N/A | false |
| PERFORMANCE SHEET METAL | |
| N/A | false |
| PORTLAND MECHANICAL CNTRCTRS GROUP | |
| 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 |
| STAINLESS SPECIALISTS INC | |
| N/A | false |
| STREIMER SHEET METAL WORK | |
| N/A | false |
| STRYKER CONSTRUCTION INC | |
| N/A | false |
| SUPERIOR AIR HANDLING | |
| N/A | false |
| THE LYNCH CO INC | |
| N/A | false |
| THOMPSON METAL FAB | |
| N/A | false |
| TROTTER & MORTON BLDG TECHNOLOGIES | |
| N/A | false |
| TWEETGAROT MECHANICAL INC | |
| N/A | false |
| U S TEST & BALANCE CORP | |
| N/A | false |
| UMPQUA SHEET METAL INC | |
| N/A | false |
| UNIQUE METAL PRODUCTSLLC | |
| N/A | false |
| VIKING MECHANICAL LLC | |
| N/A | false |
| FOUCH ELECTRICAL MFG CO | |
| N/A | false |
| INDUSTRIAL VACATION SUPP | |
| N/A | false |
| R & J METAL FABRICATORS | |
| N/A | false |
| VIGOR MARINE LLC | |
| N/A | false |
| VIGOR WORKS LLC | |
| 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 |