STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

UNITED ASSOCIATION UNION LOCAL NO 290 PLUMBER & STEAMFITTER INDUSTRY: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
UNITED ASSOCIATION UNION LOCAL NO 290 PLUMBER & STEAMFITTER INDUSTRY (EIN 93-6021113)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-27
IRS object ID
202023019349300002
Schema version
2019v5.1
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

FieldValueIRS element (for citing)
Return2020-10-27T00:53:52-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MILLER KAPLAN ARASE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14123 LANKERSHIM BLVDAddressLine1Txt
CityNORTH HOLLYWOODCityNm
State AbbreviationCAStateAbbreviationCd
ZIP916022828ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN936021113EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1United Association Union Local No 290 PlumberBusinessNameLine1Txt
Business Name Line2STEAMFITTER AND SHIPFITTER industry H&W PlanBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% PATI PIRO-BOSLEYInCareOfNm
Business Name ControlUNITBusinessNameControlTxt
Phone8667962305PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112205 SW Tualatin Rd Ste 200AddressLine1Txt
CityTualatinCityNm
State AbbreviationORStateAbbreviationCd
ZIP97062ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATI PIRO-BOSLEYPersonNm
Person TitletrusteePersonTitleTxt
Phone8667967623PhoneNum
Signature2020-10-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey GossPreparerPersonNm
PTINP00349311PTIN
Phone8187692010PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.244.147.122IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id95416620203015000003FederalOriginalSubmissionId
Federal Original Submission Id2020-10-27FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1D553F0CC161CAB4950D5232994D4871B352D586AtSubmissionCreationDeviceId
At Submission Filing Device Id1D553F0CC161CAB4950D5232994D4871B352D586AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal Officered gormleyPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line112205 SW Tualatin Rd Ste 200AddressLine1Txt
CityTualatinCityNm
State AbbreviationORStateAbbreviationCd
ZIP97062ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$77,478,807GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1957FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee160TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$68,717,955PYProgramServiceRevenueAmt
CY Program Service Revenue$73,549,958CYProgramServiceRevenueAmt
PY Investment Income$2,897,728PYInvestmentIncomeAmt
CY Investment Income$3,928,849CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$71,615,683PYTotalRevenueAmt
CY Total Revenue$77,478,807CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$57,499,960PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$70,192,163CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,338,182PYOtherExpensesAmt
CY Other Expenses$1,410,318CYOtherExpensesAmt
PY Total Expenses$58,838,142PYTotalExpensesAmt
CY Total Expenses$71,602,481CYTotalExpensesAmt
PY Revenues Less Expenses$12,777,541PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,876,326CYRevenuesLessExpensesAmt
Total Assets BOY$107,720,918TotalAssetsBOYAmt
Total Assets EOY$132,218,552TotalAssetsEOYAmt
Total Liabilities BOY$46,176,982TotalLiabilitiesBOYAmt
Total Liabilities EOY$59,706,971TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$61,543,936NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$72,511,581NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee160EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPATI PIRO-BOSLEYPersonNm
Phone8667962305PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112205 SW TUALATIN RD STE 200AddressLine1Txt
CityTualatinCityNm
State AbbreviationORStateAbbreviationCd
ZIP97062ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ED GORMLEY
TRUSTEE1.00.0Yes (X)$0$0$0
LAURI ROLLINGS
TRUSTEE1.00.0Yes (X)$0$0$0
MIKE ANDERSON
TRUSTEE1.00.0Yes (X)$0$0$0
eric desanto
TRUSTEE1.00.0Yes (X)$0$0$0
MARK WRIGHT
TRUSTEE1.00.0Yes (X)$0$0$0
JON BERRY
TRUSTEE1.00.0Yes (X)$0$0$0
LOU CHRISTIAN
TRUSTEE1.00.0Yes (X)$0$0$0
joe neely
TRUSTEE1.00.0Yes (X)$0$0$0
DENNIS MASK
TRUSTEE (FORMER)1.00.0Yes (X)$0$0$0
RUSS HILL
TRUSTEE (FORMER)1.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ZENITH AMERICAN SOLUTIONS
12205 SW TUALATIN RD STE 200TUALATINOR97062CONTRACT ADMIN$829,958
INNOVATIVE CARE MANAGEMENT
PO BOX 22386PORTLANDOR97269CASE MANAGEMENT$253,858
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS, NET900099$70,086,241$70,086,241
SELF-PAY CONTRIBUTIONS900099$3,463,717$3,463,717
FieldValueIRS element (for citing)
Total Program Service Revenue$73,549,958TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,928,849TotalRevenueColumnAmt
Exclusion$3,928,849ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$77,478,807TotalRevenueColumnAmt
Related Or Exempt Func Income$73,549,958RelatedOrExemptFuncIncomeAmt
Exclusion$3,928,849ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$70,192,163TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$829,958TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$44,969TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$75,586TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$42,728TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$176,369TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$157,039TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$9,228TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$22,919TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
BANK FEES$41,173
PCORI FEE$10,349

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$71,602,481TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,668,499BOYAmt
EOY$5,605,384EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,113,630BOYAmt
EOY$6,438,641EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,523BOYAmt
EOY$11,491EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

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

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$96,922,266BOYAmt
EOY$120,163,036EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$107,720,918BOYAmt
EOY$132,218,552EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$879,982BOYAmt
EOY$392,971EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

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

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$45,297,000BOYAmt
EOY$59,314,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$46,176,982BOYAmt
EOY$59,706,971EOYAmt
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$61,543,936BOYAmt
EOY$72,511,581EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$61,543,936BOYAmt
EOY$72,511,581EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$107,720,918BOYAmt
EOY$132,218,552EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,876,326ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,091,319NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
ACCUMULATED ELIGIBILITY CREDITS$8,482,000
CLAIMS PAYABLE$585,000
CLAIMS INCURRED BUT NOT REPORTED$3,095,000
DOLLAR BANK$47,152,000
FieldValueIRS element (for citing)
Total Liability$59,314,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$82,570,126TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,091,319NetUnrealizedGainsInvstAmt
Revenue Not Reported$5,091,319RevenueNotReportedAmt
Revenue Subtotal$77,478,807RevenueSubtotalAmt
Total Revenue Per Form990$77,478,807TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$71,602,481TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$71,602,481ExpensesSubtotalAmt
Total Expenses Per Form990$71,602,481TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationAccounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART VI, LINE 11B:FormAndLineReferenceDesc
Explanationform 990 was reviewed by the plan administrator prior to filing; any unusual items or items needing to be addressed will be brought to the trustees' attention. part vi, line 12c: trustees are required to notify the plan of any changes in their interests that could give rise to conflicts. part vi, line 19: the plan document, conflict of interest policy and financial statements are maintained in the plans' office and are available upon request. part vii, section a: trustee compensation and benfits from related tax-exempt organizations is properly reported and available on those organizations' tax filings.ExplanationTxt

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
UA LOCAL 290 401K PLAN
12205 SW TUALATIN RD STE 200TUALATINOR97062931143757pensionOR501AN/ANAfalse
UA LOCAL 290 PENSION PLAN
12205 SW TUALATIN RD STE 200TUALATINOR97062936021114PENSIONOR501AN/ANAfalse
UA LOCAL 290 RETIREE HEALTH
12205 SW TUALATIN RD STE 200TUALATINOR97062931143759healthOR501(C)(9)N/ANAfalse
UA LOCAL 290 EDUCATION REIMBURSEMENT
12205 SW TUALATIN RD STE 200TUALATINOR97062931255764VAC/EDUOR501(C)(9)N/ANAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1see part viiBusinessNameLine1Txt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1see part viiBusinessNameLine1Txt
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ua local 290 retiree healthBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeqTransactionTypeTxt
Involved$4,804,744InvolvedAmt
Method Of Amount Determinationcash rec'dMethodOfAmountDeterminationTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceIDENTIFICATION OF RELATED ORGANIZATIONFormAndLineReferenceDesc
Explanation2019: A & A DRILLING A.P.C.C.O. ACCURATE CONCRETE CUTTING, Advanced Pneumatic Tubes ADVANCED TECHNOLOGY GROUP AIR PRIDE INC. ALLIANT SYSTEMS LLC ALPINE BUILDING SERVICES I APOLLO MECHANICAL CONT ARB, Inc. Arctic Sheet Metal ASSURANCE PLUMBING, LLC AUBURN MECHANICAL BASELINE INDUSTRIAL BEAVER CONCRETE CUTTING BEDROCK CONCRETE CUTTING Bend Welding & Truck, LLC BETSCHART MECHANICAL BILL BAILEY PLUMBING Blue Water Plbg. & Water Treatment BMWC CONSTRUCTORS, INC BOHEMIA BACKFLOW, INC. BROTHERS PIPELINE CORP BROTHERS PLUMBING, LLC BRYAN MEARS PLUMBING BUILDING ENERGY LLC.COM C.J. HANSEN CO, INC. CAJAC MECHANICAL, LLC CALEDONIA PLUMBING CARD PLUMBING AND HEATING CARR ELECTRICAL TECH. INC. CARRIER BUILDING SERVICES CASCADE ENERGY SOLUTIONS, CASCADE GENERAL INC CBRE CENTRAL WASHINGTON REFRIGE CHAMBERS PLUMBING & HEATIN CHARTER MECHANICAL CHINOOK PLUMBING AND HEATI CHRISTENSON ELECTRIC, INC CLIMATE PROS, LLC COMMERCIAL REFRIGERATION CONSTRUCTION SOLUTIONS, IN CONTROL TECHS NW, LLC COTTAGE GROVE, OR 97424 COUNTRY PLUMBING, INC. CRAIG ANDERSON PLUMBING IN CROWN PLUMBING, INC D & F PLUMBING DAIKIN APPLIED Delta Connects DEMAND PLUMBING, LLC DETEMPLE COMPANY INC DEVCO MECHANICAL DR. HVAC, INC. Eagle Lake Plumbing ELLIS MECHANICAL, LLC ENVIRONMENTAL CONTROL CORP ENVISE F M SHEET METAL FINISH LINE CONCRETE CUTTI G FAB, INC. GENERAL MECHANICAL, INC. GEORGE MORLAN PLUMBING GERAGHTY PLUMBING & MECH, LLC GORMLEY PLUMBING AND HEATI GREEN BOX MECHANICAL GVA NORTHWEST, LLC HARDER MECHANICAL CONTRACT HARVEY & PRICE COMPANY HEINZ MECHANICAL, INDUSTRIES, INC. HERMANSON COMPANY HMS COMMERCIAL SERVICE, INC HOFFMAN MECHANICAL HOOD RIVER PLUMB AND HEAT HOOVER COMMERCIAL REFRIG, INC. IDEAL PLUMBING CO INFRASOURCE SERVICES INNER CITY PLUMBING, INC. J H KELLY J P PLUMBING CO INC JAY JAY'S PLUMBING INC John Burger Heating & AC JOHNSON CONTROLS GWS, LLC JR MERIT, INC K2 MECHANICAL, INC KAUFMANN PLUMBING AND MECH KEY MECHANICAL OF WASHINGT KINETIC SYSTEMS, INC KIRK ERECTORS, INC LONG BUILDING TECHNOLOGIES, INC LOUIS A ROSER COMPANY LOY CLARK PIPELINE M P P PIPING INC M.R. MECHANICAL MACDONALD-MILLER FACILITY MACKIN & LITTLE, INC MAPLESERVICE MCKINSTRY CO MEADOWLARK MECHANICAL, LLC MEI SPECIALTY MACHINERY MOVING METRO MECHANICAL SYSTEMS, LLC MICHELS CORPORATION MICHELS PIPELINE MILL CREEK PLUMBING & MECH MILWAUKIE HEATING & COOLIN MISSION PLUMBING SERVICES MORGAN MILLWRIGHT & MECH S NESS & CAMPBELL CRANE, INC NORCAL MECHANICAL, LLC NORTHWEST CONTROL COMPANY NORTHWEST METAL FAB & PIPE NW INDUSTRIAL MECHANICS, I NW MECHANICAL CONTRACTORS NW MECHANICAL GROUP, LLC OCEAN PARK MECHANICAL, INC OREGON EQUIPMENT SERVICE CORP OTTO PIPE CONSTRUCTION, LL PARAZOO PLUMBING PATTERSON PLUMBING CO PELICAN BAY STATE PRISON PENHALL COMPANY PENINSULA PLUMBING CO. PERFORMANCE CONTRACTING, INC PERMACOLD ENGINEERING, INC PHILLIPS REFRIGERATION PIPE TECH, INC. Platinum Industrial Inc PLUMBING & MECHANICAL CONT PORT OF VANCOUVER USA PORTLAND MECHANICAL CONSTRUCTION, LLC POWER PLUMBING CO PROCESS PIPING FABRICATION PROFESSIONAL MECHANICAL IN PUDDLETOWN PLUMBING, LLC PURE COMMERCIAL PLUMBING RADAR PLUMBING OPERATIONS, INC. REFRIGERATION UNLIMITED, INC. RESOURCE MANAGEMENT ROCKY'S MECHANICAL SERVICE ROSE CITY PLUMBING S F S, INC S-2 INDUSTRIAL SANDPIPER PLUMBING SIEMENS INDUSTRIES SKYLINE PLUMBING, LLC SNELSON COMPANIES, INC SNO VALLEY PROCESS SOLUTIONS SOUTHLAND INDUSTRIES ST HELENS PLUMBING & CONSTRUCTION, LLC Stainless Specialists TABLE ROCK MECHANICAL TELLURIC TEMP-CONTROL MECH SERVICE TEMP-CONTROL MECHANICAL CO THREE ROCKS ELECTRIC TIMBER VALLEY PLUMBING TITTEL ENTERPRISES, INC. TOTAL FACILITY SOLUTIONS, INC TOTAL MECHANICAL INC TRANE - SEATTLE, WA TUTOR-SOLIBA CORP TWIN RIVERS PLUMBING U A LOCAL 290 U A LOCAL 290 TRAINING CTR UNIVERSITY MECHANICAL CONT. USA MECHANICAL, INC VAN ROW MECH, LLC Vigor Marine, LLC WATSON PLUMBING CO WAYNE MAPLES PLUMBING & HE YMC, Inc.ExplanationTxt