STRATEGY STUDIO / PUBLIC DATA EXPLORER

NORTHWEST FINANCIAL ASSOCIATIONS EBT: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
NORTHWEST FINANCIAL ASSOCIATIONS EBT (EIN 91-1040636)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-10
IRS object ID
202523149349300647
Schema version
2024v5.2
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)
Return2025-11-10T08:01:11-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWNPCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16101 BOLLINGER CANYON RD STE 400AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94583ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911040636EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHWEST FINANCIAL ASSOCIATIONS'BusinessNameLine1Txt
Business Name Line2EMPLOYEE BENEFIT TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% VIMLY BENEFIT SOLUTIONS INCInCareOfNm
Business Name ControlNORTBusinessNameControlTxt
Phone2533965500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12106 PACIFIC AVENUE Suite 501AddressLine1Txt
CityTACOMACityNm
State AbbreviationWAStateAbbreviationCd
ZIP98402ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKathy SwensonPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2533965500PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALBERT LEECHPreparerPersonNm
PTINP01797541PTIN
Phone9252779100PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKathy SwensonPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12106 PACIFIC AVENUE 501AddressLine1Txt
CityTACOMACityNm
State AbbreviationWAStateAbbreviationCd
ZIP98402ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$23,622,123GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.nwfatrust.comWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1968FormationYr
Legal Domicile StateWALegalDomicileStateCd
Activity Or MissionPROVIDE HEALTH AND WELFARE BENEFITSActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$21,380,315PYProgramServiceRevenueAmt
CY Program Service Revenue$23,562,053CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$60,070CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$21,380,315PYTotalRevenueAmt
CY Total Revenue$23,622,123CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$19,716,945PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$20,688,344CYBenefitsPaidToMembersAmt
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$2,047,680PYOtherExpensesAmt
CY Other Expenses$2,191,325CYOtherExpensesAmt
PY Total Expenses$21,764,625PYTotalExpensesAmt
CY Total Expenses$22,879,669CYTotalExpensesAmt
PY Revenues Less Expenses-$384,310PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$742,454CYRevenuesLessExpensesAmt
Total Assets BOY$3,540,162TotalAssetsBOYAmt
Total Assets EOY$4,219,897TotalAssetsEOYAmt
Total Liabilities BOY$1,158,083TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,095,364TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,382,079NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,124,533NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescPROVIDED HEALTH, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
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 Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
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 Members5GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
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 PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonVIMLY BENEFIT SOLUTIONS INCPersonNm
Phone4257717359PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112121 HARBOUR REACH DR STE 105AddressLine1Txt
CityMUKILTEOCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98275ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Leanne Antonio
trustee1.00.0Yes (X)$0$0$0
JOHN MANOLIDES
Trustee1.00.0Yes (X)$0$0$0
Dwayne Aberle
Trustee1.00.0Yes (X)$0$0$0
Glen Simecek
Trustee1.00.0Yes (X)$0$0$0
KATHY SWENSON
TRUSTEE1.00.0Yes (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
DIMARTINO ASSOCIATES
1325 Fourth Avenue ste 1705SEATTLEWA98101Consulting Services.$1,794,315
VIMLY BENEFIT SOLUTIONS INC
12121 HARBOUR REACH DR SUITE 105MUKILTEOWA98275CONTRACT ADMIN.$337,875
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescER AND EE CONTRIBUTIONSDesc
Business522100BusinessCd
Total Revenue Column$23,562,053TotalRevenueColumnAmt
Related Or Exempt Func Income$23,562,053RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$23,562,053TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$60,070TotalRevenueColumnAmt
Exclusion$60,070ExclusionAmt

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$23,622,123TotalRevenueColumnAmt
Related Or Exempt Func Income$23,562,053RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$60,070ExclusionAmt

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$20,688,344TotalAmt

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$330,603TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,361TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$24,752TotalAmt

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$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$578,007TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$15,500TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,730TotalAmt

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$0TotalAmt

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$14,064TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescINSURANCE COMMISSIONSDesc
Total$1,216,308TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$22,879,669TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,381,841BOYAmt
EOY$1,651,013EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,360,048EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$23,416BOYAmt
EOY$18,228EOYAmt

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$17,780BOYAmt
EOY$18,319EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

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

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

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

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$117,125BOYAmt
EOY$172,289EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,540,162BOYAmt
EOY$4,219,897EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,420BOYAmt
EOY$3,082EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,055,583BOYAmt
EOY$1,065,702EOYAmt

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$91,080BOYAmt
EOY$26,580EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,158,083BOYAmt
EOY$1,095,364EOYAmt
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$2,382,079BOYAmt
EOY$3,124,533EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,382,079BOYAmt
EOY$3,124,533EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,540,162BOYAmt
EOY$4,219,897EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$742,454ReconcilationRevenueExpnssAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
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
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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 (2 entries)

DescDescAmtAmt
PREMIUMS PAYABLE$24,557
COMMISSIONS PAYABLE$2,023
FieldValueIRS element (for citing)
Total Liability$26,580TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$23,622,123TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$23,622,123RevenueSubtotalAmt
Total Revenue Per Form990$23,622,123TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$22,884,703TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$22,884,703ExpensesSubtotalAmt
Other Expenses Not Included-$5,034OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$5,034ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$22,879,669TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:Accounting principles generally accepted in the United States of America require management to evaluate the tax positions taken by the Plan and to recognize a tax liability if the Plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Plan and has concluded that, as of December 31, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
PART XII, LINE 4B- OTHER ADJUSTMENTS:CHANGE IN PREMIUMS PAYABLE.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3:DIMARTINO ASSOCIATES IS THE PROGRAM MANAGER FOR THE TRUST. VIMLY BENEFIT SOLUTIONS, INC. WAS THE CONTRACT ADMINISTRATOR RESPONSIBLE FOR ALL BILLING AND ELIGIBILITY.
FORM 990, PART VI, SECTION A, LINE 7A:SPONSORS OF THE TRUST CAN APPOINT 2-4 TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11B:A DRAFT OF FORM 990 IS REVIEWED BY THE PROGRAM MANAGER FOR REASONABLENESS PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION C, LINE 19:UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. CURRENTLY, THERE IS NO CONFLICT OF INTEREST POLICY.
FORM 990, PART XII, LINE 2CTHE FINANCE/AUDIT COMMITTEE HAS THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (45 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
Alaska Air Group Credit Union
19530 Intl Blvd Ste 108SeatacWA98188920020854Credit UnionWANAfalse
American Lake Credit Union
9802 Gravelly Lake Dr SWLakewoodWA98499910564948Credit UnionWANAfalse
Canopy Credit Union
601 W Mallon AveSpokaneWA99201910672401Credit UnionWANAfalse
Cascade Community Federal Credit Union
1123 W HarvardRoseburgOR97470930458542Credit UnionORNAfalse
COLLEGE SPARK WASHINGTON
190 QUEEN ANNE AVENUE NSTE 260SEATTLEWA98109911215725COLLEGEWANAfalse
COMMUNITY 1ST CREDIT UNION
955 ROSS LOOP SUITE 100DUPONTWA98327910403380CREDIT UNIONWANAfalse
COMMUNITY HEALTHCARE FEDERAL CREDIT UNIO
1503 PACIFIC AVEEVERETTWA98201910721277CREDIT UNIONWANAfalse
CONNECTION CREDIT UNION
10200 SILVERDALE WAY NWSILVERDALEWA98383910722603CREDIT UNIONWANAfalse
CU DEALER DIRECT LLC
2703 CAPITAL MALL DR SW 203TUMWATERWA98502912092838CREDIT UNIONWANAfalse
EXPORT FINANCE ASSISTANCE CENTER
2001 6TH AVE SUITE 2600SEATTLEWA98121911255517CONSULTANCYWANAfalse
EXPRESS CREDIT UNION
1930 6TH AVE S STE 104SEATTLEWA98134910573334CREDIT UNIONWANAfalse
GRANCO FEDERAL CREDIT UNION
217 ALDER STREET SWEPHRATAWA98823910717118CREDIT UNIONWANAfalse
GREAT NORTHWEST FEDERAL CREDIT UNION
301 W WISHKAH STABERDEENWA98520910677558CREDIT UNIONWANAfalse
44 NORTH CREDIT UNION
485 SECOND STREETLEBANONOR97355930497535CREDIT UNIONORNAfalse
LONGSHOREMEN'S LOCAL-4 FEDERAL CREDIT UN
1209 INGALLS STREETVANCOUVERWA98660910676209CREDIT UNIONWANAfalse
MT RAINIER FEDERAL CREDIT UNION
303 W MEEKERPUYALLUPWA98371910853249CREDIT UNIONWANAfalse
NEWRIZONS FEDERAL CREDIT UNION
120 FIRMAN AVEHOQUIAMWA98550910814137CREDIT UNIONWANAfalse
OLD WEST FEDERAL CREDIT UNION
650 WEST MAIN STREETJOHN DAYOR97845936024676CREDIT UNIONWANAfalse
OUR COMMUNITY CREDIT UNION
526 W CEDAR STSHELTONWA98584910567189CREDIT UNIONWANAfalse
PACIFIC CREST FEDERAL CREDIT UNION
2972 WASHBURN WAYKLAMATH FALLSOR97603930348780CREDIT UNIONORNAfalse
PROGRESSIONS CREDIT UNION
2919 E MISSION AVESPOKANEWA99202910419495CREDIT UNIONWANAfalse
PUGET SOUND REFINERY FED CREDIT UNION
12275 BARTHOLOMEW RDANACORTESWA98221910688567CREDIT UNIONWANAfalse
QUALSTAR CREDIT UNION
2133 152ND AVE NEREDMONDWA98052916035907CREDIT UNIONWANAfalse
SAFEWAY FEDERAL CREDIT UNION
529 E NORTH FOOTHILLS DRSPOKANEWA99207910719885CREDIT UNIONWANAfalse
SNO FALLS CREDIT UNION
320 SW MT SI BLVD SUITE 109NORTH BENDWA98045910693631CREDIT UNIONWANAfalse
SPOKANE CITY CREDIT UNION
1930 N MONROE STSPOKANEWA99205910598454CREDIT UNIONWANAfalse
TACOMA LONGSHOREMEN CREDIT UNION
3602 ALEXANDER AVETACOMAWA98424910760837CREDIT UNIONWANAfalse
TRI-CITIES COMMUNITY FEDERAL CREDIT UNIO
3213 W 19TH AVEKENNEWICKWA99337910864218CREDIT UNIONWANAfalse
VALLEY CREDIT UNION
2096 MISSION STREET SESALEMOR97302936027729CREDIT UNIONORNAfalse
VERITY CREDIT UNION
11027 MERIDIAN AVE NSEATTLEWA98133910219005CREDIT UNIONWANAfalse
WATERFRONT FEDERAL CREDIT UNION
2414 SW ANDOVER ST SUITE E100SEATTLEWA98106910774478CREDIT UNIONWANAfalse
WCLA CREDIT UNION
2419 PACIFIC AVEOLYMPIAWA98501911274190CREDIT UNIONWANAfalse
WESTEDGE FEDERAL CREDIT UNION
2501 JAMES STBELLINGHAMWA98225910657482CREDIT UNIONWANAfalse
WASHINGTON COMMUNITY REINVESTMENT ASSOCI
1200 5th Ave Suite 1406SeattleWA98101911522679NFP LenderWANAfalse
GOWEST CREDIT UNION ASSOCIATION
18000 International Blvd Ste 1102SeattleWA98188910460483CWANAfalse
Credit Service of Washington Inc
408 W 4TH AveMoses LakeWA98837910620723CREDIT UNIONWANAfalse
EvergreenDIRECT Credit Union
6001 Capitol Blvd SWTumwaterWA98501CREDIT UNIONWANAfalse
Forrit Credit Union
95 SW Taylor StPortlandOR97204930256538CREDIT UNIONORNAfalse
SHEPHERD FINANCIAL GROUP LLC
2907 W Princeton AveSpokaneWA99205874396803CREDIT UNIONWAfalseN/A
THE RIVER VIEW GROUP LLC
235 Front St Se Ste 400SalemOR97301099101079CREDIT UNIONORfalseN/A
TODD RE STRYKER CFP
610 Esther Street Suite 100VancouverWA98660900360657CREDIT UNIONWAfalseN/A
WBCP INC
213 E Main StRogue RiverOR97537815454037CREDIT UNIONORfalseN/A
BOB HART INSURANCE INC
321 SE I StGrants PassOR97526930519035INSURANCEORfalseN/A
FINANCIAL INSIGHTS INC
1551 Broadway Suite 600TacomaWA98402911132992CREDIT UNIONfalseN/A
HERITAGE GROVE FEDERAL CREDIT UNION
631 Winter St NESALEMOR973012428930550980CREDIT UNIONORfalseN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (48 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxt
Commencement Bank
1102 Commerce StreetTacomaWA98402205847225BankingWANAC Corp
Community First Bank
8131 W Grandridge BlvdKennewickWA99336911873460BankingWANAC Corp
Farmers State Bank-Winthrop
159 Riverside AveWinthropWA98862910217730BankingWANAC Corp
FIRST SOUND BANK
925 4TH AVENUE STE 2350SEATTLEWA98104201274248BANKINGWANAC CORP
KITSAP BANK
619 BAY STREETPORT ORCHARDWA98366910283150BANKINGWANAC CORP
LAMONT BANK OF ST JOHN
6 E FRONT STREETST JOHNWA99171910288250BANKINGWANAC CORP
OLYMPIA FEDERAL SAVINGS
421 CAPITOL WAY SOLYMPIAWA98501910346300FINANCIALWANAC CORP
CONNECT COMMUNITY BANK
202 DURYEA STREETRAYMONDWA98577910380440BANKINGWANAC CORP
RIVERBANK
202 E SPOKANE FALLS BLVD SUITE 400SPOKANEWA99202204748231BANKINGWANAC CORP
SAVIFINANCIAL CORP
208 E BLACKBURN STE 200MOUNT VERNONWA98273823841877BANKINGWANAC CORP
SEATTLE BANK
600 UNIVERSITY ST SUITE 1850SEATTLEWA98101911984151BANKINGWANAC CORP
SECURITY STATE BANK
1930 S GOLD STREETCENTRALIAWA98531910404520BANKINGWANAC CORP
SOUND BANKING COMPANY
6107 LAKE GROVE ST SWLAKEWOODWA98499911487185BANKINGWANAC CORP
TAIWAN COOPERATIVE BANK
1201 3RD AVE SUITE 1200SEATTLEWA98101911491890BANKINGWANAC CORP
TWIN CITY BANK
729 VANDERCOOK WAYLONGVIEWWA98632911924167BANKINGWANAC CORP
WHEATLAND BANK
222 N WALL ST SUITE 300SPOKANEWA99201911055499BANKINGWANAC CORP
YAKIMA FEDERAL SAVINGS AND LOAN
118 EAST YAKIMA AVENUEYAKIMAWA98901910480760FINANCIALWANAC CORP
TIMBERLAND BANK
624 SIMPSON AVEHOQUAIMWA98550910260220BANKINGWANAC CORP
COMMUNITY BANKERS OF WASHINGTON OFFICE
325 Washington Ave S 67KentWA98032911470641BANKINGWANAC CORP
Blackline ITEP Corp
13110 Ne 177th Pl Ste 1144WoodinvilleWA98072931803087FINANCIALWANAC corp
Earth Finance Inc
3800 Bridgeport Way WSte A411University PlaceWA98466921076590FINANCIALWANAC corp
Impact Capital
701 5th Ave Ste 5500SeattleWA98104943196958FINANCIALOHNAC CORP
Live Your Ideal Life LLC
505 Broadway Unit 400TacomaWA98402270819933FinancialWAnaC corp
MASC LLC
491 SHAW GULCH LANESuperiorMT59872814077477CONSULTANCYMTNAC CORP
Sound Planning Group
11411 NE 124th St Ste 255KirklandWA98034273493279BANKINGWANAC corp
Washington Bankers Association
601 Union Street Suite 1720SeattleWA98101910459700BANKINGWANAC CORP
Collier Law
1020 Liberty Street SESalemOR97302824080845CONSULTANCYORNAC Corp
Elevar Advisors LLC
450 Alaskan Way S 200SeattleWA98104471475999CONSULTANCYWANAC Corp
Land Title of Walla Walla Inc
33 East Main StWalla WallaWA99362911464935INSURANCEWANAC Corp
Lloyd's Inc
103 SOUTH 2ND STREETWalla WallaWA99362910692906INSURANCEWANAC CORP
PLH LLC
705 W 7th AveSpokaneWA99204474224977CONSULTANCYWANAC CORP
Steve Weidenbach Agency Inc
315 N Sprague StEllensburgWA98926452418641ConsultancyWANAC CORP
Whitaker Kent Ordell
1200 5th AvenueSeattleWA98101810911846ConsultancyWANAC Corp
Minnick-Hayner
249 W Alder StWalla WallaWA99362910965497CONSULTANCYWAnaC CORP
McCathren Management
705 W 7th AveSpokaneWA99204912125173REAL ESTATEWANAC CORP
JR Newhouse & Co PLLP
528 W Broadway AveMoses LakeWA98837910804421FINANCIALWANAC CORP
Krivoshein McDaniels Financial PLLC
1127 S 2nd Ave Ste AWalla WallaWA99362912173268FinancialWANAC CORP
Lewis & Clark Bancorp
15960 Agnes AveOregon CityOR97045851215362BankingORNAC CORP
LifeFocus Financial Advisors LLC
420 Wellington AveWalla WallaWA99362202877349FinancialWANAC CORP
Irwin Myklebust Savage & Brown PS
1230 SE Bishop BlvdPullmanWA99163910889736FINANCIALWANAC CORP
OFFICE OF RURAL AND FARMWORKER HOUSING
1400 Summitview Ave Ste 203YakimaWA989022965911218499FINANCIALWANAC CORP
PRACTICE FINANCIAL GROUP
725 N 5th StJacksonvilleOR97530272424112FINANCIALORNAC CORP
SALISH WEALTH MANAGEMENT INC
2122 Barkley Blvd Ste 200BellinghamWA98226810762993CONSULTANCYWANAC CORP
SIMCOCK AND SIMCOCK INVESTMENT LLC
22 E Poplar St Ste 204Walla WallaWA99362300179564FINANCIALWANAC CORP
TIMBERLAND ASSET MANAGEMENT LLC
614 Boylston Ave ESeattleWA98102364978837CONSULTANCYWANAC CORP
WD INSURANCE LLC
1151 Fairview Ave N Ste 105SeattleWA98109812314731INSURANCEWANAC CORP
PACIFIC CREST SAVINGS BANK
3500 188th St SW Suite 575LynwoodWA98037911859716BANKINGWANAC CORP
PCBS
601 Union St Suite 1720SeattleWA98101910459700BANKINGWANAC CORP
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 OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd