SHEET METAL WORKERS 16 HEALTH AND WELFARE FUND: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHEET METAL WORKERS 16 HEALTH AND WELFARE FUND (EIN 93-0757655)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-14
- IRS object ID
- 201902879349302100
- Schema version
- 2018v3.1
- 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 | 2019-10-14T16:51:48-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 9020 SW WASHINGTON SQ RD SUITE 46 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2019-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD A LAYNE | PreparerPersonNm |
| PTIN | P00359754 | PTIN |
| Phone | 5036436400 | PhoneNum |
| Preparation | 2019-10-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.203.59.35 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-14 | IPDt |
| IP Tm | 16:51:48 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 712B36344EB89FCB1266509BCD6F3F77A4AECBB8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DB4B1E074543423735CD570429D626CC3B6B6E83 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAROL DUNCAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11235 SE HIGHWAY 212 | AddressLine1Txt |
| City | CLACKAMAS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $80,083,011 | 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 | $23,926,962 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,180,013 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,241,125 | PYInvestmentIncomeAmt |
| CY Investment Income | $722,416 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $25,168,087 | PYTotalRevenueAmt |
| CY Total Revenue | $26,902,429 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $22,019,583 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $23,188,123 | 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 | $1,260,584 | PYOtherExpensesAmt |
| CY Other Expenses | $1,332,964 | CYOtherExpensesAmt |
| PY Total Expenses | $23,280,167 | PYTotalExpensesAmt |
| CY Total Expenses | $24,521,087 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,887,920 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,381,342 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,205,507 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,398,762 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,579,547 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,847,058 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,625,960 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,551,704 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 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 (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JOSEPH HARRIS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHAWN ECKELBERRY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLIE JOHNSON JR | ||||||
| TRUSTEE/SECR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KEVIN ROTH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY HENDERSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL DUNCAN | ||||||
| TRUSTEE/CHAI | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| FRED STREIMER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM KLOPFENSTEIN | ||||||
| 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 | $755,388 |
| CIGNA | |||||
| 121 SW MORRISON STREET | PORTLAND | OR | 97204 | PPO NTWK/CSMGMT | $507,216 |
| MILLIMAN USA | |||||
| 650 CALIFORNIA ST | SAN FRANCISCO | CA | 94108 | ACTUARY/CONSULT | $115,667 |
| 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 | $24,246,417 | $24,246,417 |
| EMPLOYEE AND RETIREE CONTRIBS | $1,933,596 | $1,933,596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,180,013 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $903,464 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $903,464 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $52,999,534 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $53,180,582 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$181,048 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$181,048 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$181,048 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,902,429 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,902,429 | RelatedOrExemptFuncIncomeAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,188,123 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,840 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,791 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,333 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,083,917 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,628 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,076 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,867 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PCORI | Desc |
| Total | $7,512 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,521,087 | 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 | $3,400,086 | BOYAmt |
| EOY | $2,716,834 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,440 | BOYAmt |
| EOY | $474,593 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,350,772 | BOYAmt |
| EOY | $2,577,652 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,373 | BOYAmt |
| EOY | $17,717 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,005,836 | BOYAmt |
| EOY | $36,602,966 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,000 | BOYAmt |
| EOY | $9,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,205,507 | BOYAmt |
| EOY | $42,398,762 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,091 | BOYAmt |
| EOY | $172,370 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,226,456 | BOYAmt |
| EOY | $5,674,688 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,579,547 | BOYAmt |
| EOY | $5,847,058 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,625,960 | BOYAmt |
| EOY | $36,551,704 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,625,960 | BOYAmt |
| EOY | $36,551,704 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,205,507 | BOYAmt |
| EOY | $42,398,762 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,381,342 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$455,598 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CLAIMS PAYABLE | $5,050,297 |
| INSURANCE PREMIUMS PAYABLE | $624,391 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,674,688 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $26,362,498 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$455,598 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$455,598 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,818,096 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $84,333 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $84,333 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,902,429 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,988,522 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $25,988,522 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $84,333 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$1,551,768 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$1,467,435 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,521,087 | 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 -1,551,768 | 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 |
|---|---|
| SHEET METAL TRAINING FUND | |
| N/A | false |
| SHEET METAL UNION L 16 | |
| N/A | false |
| SMACNA COLUMBIA CHAPTER | |
| N/A | false |
| SMART LOCAL 16 | |
| N/A | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|
| ALLIANT SYSTEMS LLC | ||
| N/A | false | false |
| SPECIALTY METAL FAB LLC | ||
| N/A | false | false |
| VIGOR FAB LLC | ||
| N/A | false | false |
| VIGOR MARINE LLC | ||
| N/A | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (63 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 |
| ATA SERVICES INC | |
| N/A | false |
| BASSETT CONSTRUCTION | |
| N/A | false |
| BRAWN MECHANICAL CORP | |
| N/A | false |
| C J HANSEN CO INC | |
| N/A | false |
| C K INDUSTRIES INC | |
| N/A | false |
| CHAMBERS PLUMBING & HTNG | |
| N/A | false |
| COLUMBIA PACIFIC BLDG TRA | |
| N/A | false |
| CROWN CORR INC | |
| N/A | false |
| DAY HEATING COMPANY | |
| N/A | false |
| DEAMOR ASSOCIATES INC | |
| N/A | false |
| DENALI HEATING&AIR CONDITIONING LLC | |
| 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 |
| FOUCH ELECTRICAL MFG CO | |
| N/A | false |
| GENERAL SHEET METAL WORKS | |
| N/A | false |
| H & N SHEET METAL INC | |
| N/A | false |
| HAIDA SHEET METAL LLC | |
| N/A | false |
| HANSET STAINLESS INC | |
| N/A | false |
| HARRIS & HART | |
| N/A | false |
| HARVEST VALLEY SPECIALTIE | |
| N/A | false |
| HARVEY & PRICE CO | |
| N/A | false |
| HELSER INDUSTRIES | |
| N/A | false |
| J R MERIT INC | |
| N/A | false |
| JG2 ENTERPRISES LLC DBA | |
| N/A | false |
| JUST RIGHT HEATING & COOL | |
| N/A | false |
| KENCO CONSTRUCTION INC | |
| N/A | false |
| LIBERTY METAL FABRICATORS | |
| N/A | false |
| LYNN SERVICES 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 |
| NORTHWEST THERMAL AIR IN | |
| N/A | false |
| NORTHWESTERN ROOFNG & SM | |
| N/A | false |
| PERFORMANCE SHEET METAL | |
| N/A | false |
| PORTLAND MECHANICAL CNTRCTRS GROUP | |
| N/A | false |
| R & J METAL FABRICATORS | |
| N/A | false |
| R & J METAL FABRICATORS I | |
| N/A | false |
| RESOURCE MANAGEMENT ASSOC | |
| N/A | false |
| ROBERT LLOYD SHEET METAL | |
| N/A | false |
| STREIMER SHEET METAL WORK | |
| N/A | false |
| STRYKER CONSTRUCTION INC | |
| N/A | false |
| SUPERIOR AIR HANDLING | |
| N/A | false |
| TAYLOR SHEET METAL | |
| N/A | false |
| TCMS | |
| N/A | false |
| TEMP CONTROL CORPORATION | |
| N/A | false |
| THE LYNCH CO INC | |
| N/A | false |
| THOMPSON METAL FAB | |
| N/A | false |
| U S TEST & BALANCE CORP | |
| N/A | false |
| UMPQUA SHEET METAL INC | |
| N/A | false |
| UNIQUE METAL PRODUCTSLLC | |
| N/A | false |
| VANCOUVER ROOFING & SM C | |
| N/A | false |
| VIGOR WORKS LLC | |
| N/A | false |
| VIKING MECHANICAL 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 |