STRATEGY STUDIO / PUBLIC DATA EXPLORER

NORTHWEST FINANCIAL ASSOCIATIONS EBT: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
NORTHWEST FINANCIAL ASSOCIATIONS EBT (EIN 91-1040636)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-09-09
IRS object ID
201522529349300027
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-09-09T12:39:15-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN522385296PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDQUIST LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15000 EXECUTIVE PARKWAY SUITE 400AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94583ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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)
Business Name ControlNORTBusinessNameControlTxt
Phone2533965500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1718AddressLine1Txt
CityTACOMACityNm
State AbbreviationWAStateAbbreviationCd
ZIP98401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES PISHUEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2533965500PhoneNum
Signature2015-09-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI L SCOTTPreparerPersonNm
PTINP01452038PTIN
Phone9252779100PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES PISHUEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1718AddressLine1Txt
CityTACOMACityNm
State AbbreviationWAStateAbbreviationCd
ZIP98401ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$29,215,450GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
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 Body10VotingMembersGoverningBodyCnt
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$25,467,893PYProgramServiceRevenueAmt
CY Program Service Revenue$29,215,281CYProgramServiceRevenueAmt
PY Investment Income$292PYInvestmentIncomeAmt
CY Investment Income$169CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$25,468,185PYTotalRevenueAmt
CY Total Revenue$29,215,450CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$25,383,149PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$28,731,589CYBenefitsPaidToMembersAmt
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$348,430PYOtherExpensesAmt
CY Other Expenses$432,994CYOtherExpensesAmt
PY Total Expenses$25,731,579PYTotalExpensesAmt
CY Total Expenses$29,164,583CYTotalExpensesAmt
PY Revenues Less Expenses-$263,394PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$50,867CYRevenuesLessExpensesAmt
Total Assets BOY$2,191,452TotalAssetsBOYAmt
Total Assets EOY$2,915,869TotalAssetsEOYAmt
Total Liabilities BOY$356,331TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,029,881TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,835,121NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,885,988NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDE HEALTH, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHWEST ADMINISTRATORS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2063294900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12323 EASTLAKE AVE EASTAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98102ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MARK MACDONALD
TRUSTEE1.00Yes (X)$0$0$0
JOHN MARVIN
TRUSTEE1.00Yes (X)$0$0$0
LORI DRUMMOND
TRUSTEE1.00Yes (X)$0$0$0
JIM PISHUE
TRUSTEE1.00Yes (X)$0$0$0
LYLE HANSEN
TRUSTEE1.00Yes (X)$0$0$0
TONY GEORGE
TRUSTEE1.00Yes (X)$0$0$0
DWAYNE ABERLE
TRUSTEE1.00Yes (X)$0$0$0
JIM HALEY
TRUSTEE1.00Yes (X)$0$0$0
CRAIG WANICHEK
TRUSTEE - PAST1.00Yes (X)$0$0$0
LINDA NAVARRO
TRUSTEE1.00Yes (X)$0$0$0
NEIL GROSSNICKLAUS
TRUSTEE1.00Yes (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 Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
NORTHWEST ADMINISTRATORS INC
2323 EASTLAKE AVENUE SUITE 400SEATTLEWA98102CONTRACT ADMINISTRATION$233,683
BROWN & BROWN INSURANCE
PO BOX 1718TACOMAWA98402PROGRAM MANAGER$125,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ER AND EE CONTRIBUTIONS522100$28,864,049$28,864,049
EXPERIENCE RATED REFUNDS900099$351,232$351,232
FieldValueIRS element (for citing)
Total Program Service Revenue$29,215,281TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$169TotalRevenueColumnAmt
Exclusion$169ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,215,450TotalRevenueColumnAmt
Related Or Exempt Func Income$29,215,281RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$169ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$28,731,589TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$358,683TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,571TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,700TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$22,839TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,937TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$789TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,475TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$29,164,583TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$479,859BOYAmt
EOY$598,418EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,112,335BOYAmt
EOY$1,704,939EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$222,645EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$599,258BOYAmt
EOY$389,867EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,191,452BOYAmt
EOY$2,915,869EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$15,697BOYAmt
EOY$26,792EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$60,172BOYAmt
EOY$923,008EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$280,462BOYAmt
EOY$80,081EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$356,331BOYAmt
EOY$1,029,881EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

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$1,835,121BOYAmt
EOY$1,885,988EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,835,121BOYAmt
EOY$1,885,988EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,191,452BOYAmt
EOY$2,915,869EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$50,867ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule D IRS990ScheduleD

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

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescRESERVES HELD BY INSURANCE CARRIERSDesc
Book Value$389,867BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$389,867TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPREMIUMS PAYABLEDesc
Amt$80,081Amt
FieldValueIRS element (for citing)
Total Liability$80,081TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$29,215,450TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$29,215,450RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$29,215,450TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$29,364,964TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$29,364,964ExpensesSubtotalAmt
Other Expenses Not Included-$200,381OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$200,381ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$29,164,583TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2014, 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. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2011.
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 3BROWN & BROWN INSURANCE IS THE PROGRAM MANAGER FOR THE TRUST. NORTHWEST ADMINISTRATORS, INC. IS THE CONTRACT ADMINISTRATOR RESPONSIBLE FOR ALL BILLING AND ELIGIBILITY.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION HAS TWO COMMITTEES WITH DELEGATED AUTHORITY FROM THE GOVERNING BOARD. THEY ARE THE ADMINISTRATIVE COMMITEE AND THE FINANCE COMMITTEE. MINUTES ARE MAINTAINED FOR ACTIONS TAKEN BY THE GOVERNING BOARD AND FOR ACTIONS TAKEN BY THE FINANCE COMMITTEE. HOWEVER, DOCUMENTATION IS NOT MAINTAINED FOR ACTIONS TAKEN BY THE ORGANIZATION'S ADMINISTRATIVE COMMITTEE. THE ADMINISTRATIVE COMMITTEE HAS AUTHORITY TO MAKE EXECUTIVE DECISIONS FOR THE GOVERNING BOARD MEMBERS BETWEEN BOARD MEETINGS ONLY. THE ADMINISTRATIVE COMMITTEE WAS ORGANIZED FOR THE PRIMARY PURPOSE OF ASSISTING THE BOARD IN FULFILLING ITS GOVERNANCE RESPONSIBILITIES RELATING TO THE FOLLOWING: 1. LEADERSHIP AND VISION TO MEET THE TRUST'S MISSION 2. OVERSIGHT RESPONSIBILITY FOR LEGAL, REGULATORY AND COMPLIANCE MATTERS, TRUST CONSULTANT (REVIEW OF MARKETING AND SALES PLANS), TRUST'S DAY-TO-DAY PLAN MANAGER, TRUST'S PERMANENT RECORDS, DECISION MAKING NEEDS OF THE TRUST BETWEEN MEETINGS, ADVISE AND ASSIST THE BOARD'S CHAIRMAN IN SETTING BOARD OF TRUSTEES MEETING AGENDAS, AND MONITORING AND REPORTING OF TRUST'S BENEFIT PROGRAMS, INCLUDING BUT NOT LIMITED TO: REVIEW OF UNDERWRITING/PREMIUM RATE STRUCTURE, OVERSIGHT OF REQUESTS FOR PROPOSALS. THE FINANCE/AUDIT COMMITTEE IS A COMMITTEE OF THE BOARD OF TRUSTEES ORGANIZED FOR THE PRIMARY PURPOSE OF ASSISTING THE BOARD OF TRUSTEES IN FULFILLING ITS GOVERNANCE RESPONSIBILITIES RELATING TO THE FOLLOWING: 1. PREPARATION AND INTEGRITY OF THE TRUST'S FINANCIAL DISPLAYS AND REPORTS. 2. ENGAGEMENT OF INDEPENDENT AUDITORS AND THE EVALUATION OF THEIR PERFORMANCE, QUALIFICATION AND INDEPENDENCE. 3. IMPLEMENTATION AND EVALUATION OF THE TRUST INTERNAL ACCOUNT AND FINANCIAL CONTROLS, PROCEDURES AND POLICIES. 4. COMPLIANCE WITH CERTAIN LEGAL AND REGULATORY REQUIREMENTS. 5. MAINTENANCE OF CERTAIN FINANCIAL RECORDS, DOCUMENTS AND ACCOUNTS. 6. MANAGEMENT OF THE TRUST'S FUNDS, INCLUDING CONTROL OF THE BANK ACCOUNTS, INVESTMENTS WITH NON-BANK FIRMS, SIGNING AUTHORITIES, AND REPORTING PROCESSES RELATING TO FUNDS MANAGEMENT. 7. ESTABLISHMENT OF THE INVESTMENT POLICY. 8. COMPLETION OF CERTAIN TASKS DIRECTED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11NO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PART VI, SECTION C, LINE 19UPON 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 (53 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
AK AIRLINESHORIZON AIR EES FED CREDIT UNION
19530 INTERNATIONAL BLVD STE 108SEATTLEWA981885483920020854BANKINGWAN/A0
BENTON COUNTY SCHOOLS CREDIT UNION
2101 NW PROFESSIONAL DRCORVALLISOR97330930465079BANKINGORN/A0
BI-MART FEDERAL CREDIT UNION
645 SOUTH SENECAEUGENEOR97402936093015BANKINGORN/A0
CASCADE CENTRAL CREDIT UNION
1206 12TH STREETHOOD RIVEROR97031930513239BANKINGORN/A0
CASCADE COMMUNITY FEDERAL CREDIT UNION
1123 W HARVARDROSEBURGOR97470930458542BANKINGORN/A0
COMMUNITY 1ST CREDIT UNION
955 ROSS LOOP STE 100DUPONTWA98327910403380BANKINGWAN/A0
COMMUNITY HEALTHCARE FEDERAL CREDIT UNION
1503 PACIFIC AVEEVERETTWA98201910721277BANKINGWAN/A0
CONNECTION CREDIT UNION
10200 SILVERDALE WAY NWSILVERDALEWA98383910722603BANKINGWAN/A0
COULEE DAM FEDERAL CREDIT UNION
402 N COLUMBIA AVENUECOULEE DAMWA99116910495464BANKINGWAN/A0
CREDIT UNION INSURANCE SERVICES INC
601 W MALLONSPOKANEWA99201911383768BANKINGWAN/A0
CU DEALER DIRECT LLC
6004 CAPITAL BLVD SETUMWATERWA98501912092838BANKINGWAN/A0
DARIGOLD FEDERAL CREDIT UNION
520 NE 165TH STSHORELINEWA98155910633035BANKINGWAN/A0
EVERGREENDIRECT CREDIT UNION
1018 UNION AVE SEOLYMPIAWA985011540910653710BANKINGWAN/A0
EXPRESS CREDIT UNION
1930 6TH AVE S STE 104SEATTLEWA981341514910573334BANKINGWAN/A0
FRED MEYER EMPLOYEES FEDERAL CREDIT UNION
12001 SE MORRISONPORTLANDOR97216930388903BANKINGORN/A0
GRANCO FEDERAL CREDIT UNION
217 ALDER STREET SWEPHRATAWA988230127910717118BANKINGWAN/A0
GREAT NORTHWEST FEDERAL CREDIT UNION
301 W WISHKAH STABERDEENWA98520910677558BANKINGWAN/A0
HORIZON CREDIT UNION
13224 E MANSFIELD AVE STE 300SPOKANE VALLEYWA99216910567788BANKINGWAN/A0
KBR CREDIT UNION
803 PORTLAND AVETACOMAWA98421910678761BANKINGWAN/A0
KLAMATH PUBLIC EMPLOYEES FEDERAL CREDIT UNION
3737 SHASTA WAYKLAMATH FALLSOR97603930452821BANKINGORN/A0
LIGHTHOUSE COMMUNITY CREDIT UNION
702 JEFFERSON STREETVANCOUVERWA98666910614904BANKINGWAN/A0
LINN CO FEDERAL CREDIT UNION
485 SECOND STREETLEBANONOR97355930497535BANKINGORN/A0
MONAD FEDERAL CREDIT UNION
1817 W SYLVESTERPASCOWA99301910687877BANKINGWAN/A0
MT RAINIER FEDERAL CREDIT UNION
303 W MEEKERPUYALLUPWA98371910853249BANKINGWAN/A0
NEWRIZONS FEDERAL CREDIT UNION
120 FIRMAN AVEHOQUIAMWA98550910814137BANKINGWAN/A0
NORTHWEST CREDIT UNION ASSOCIATION
18000 INTERNATIONAL BLVD STE 350SEATTLEWA98118910460483TRADE ASSOCIATIONWAN/A0
NUMERICA CREDIT UNION
14610 E SPRAGUE AVESPOKANE VALLEYWA99216910863377BANKINGWAN/A0
OUR COMMUNITY CREDIT UNION
526 W CEDAR STSHELTONWA98584910567189BANKINGWAN/A0
PACIFIC CREST FEDERAL CREDIT UNION
2972 WASHBURN WAYKLAMATH FALLSOR97603930348780BANKINGORN/A0
PINE CREEK FEDERAL CREDIT UNION
103 N WATER STWESTONOR97886936023698BANKINGORN/A0
PORT OF SEATTLE FEDERAL CREDIT UNION
17801 INTERNATIONAL BLVD RM 6449MSEATTLEWA98158910751173BANKINGWAN/A0
PROGRESSIONS CREDIT UNION
2919 E MISSION AVESPOKANEWA99202910419495BANKINGWAN/A0
PUGET SOUND FEDERAL CREDIT UNION
2815 2ND AVENUE SUITE 100SEATTLEWA98121910686593BANKINGWAN/A0
PUGET SOUND REFINERY FEDERAL CREDIT UNION
12275 BARTHOLOMEW RDANACORTESWA98221910688567BANKINGWAN/A0
REGISTER-GUARD FEDERAL CREDIT UNION
850 BELTLINE RDSPRINGFIELDOR97477930446679BANKINGORN/A0
SAFEWAY FEDERAL CREDIT UNION
529 E NORTH FOOTHILLS DRSPOKANEWA992072157910719885BANKINGWAN/A0
SNO FALLS CREDIT UNION
9025 MEADOWBROOK WAY SESNOQUALMIEWA98065910693631BANKINGWAN/A0
SPOKANE CITY CREDIT UNION
1930 N MONROE STSPOKANEWA99205910598454BANKINGWAN/A0
SPOKANE FEDERAL CREDIT UNION
601 W MALLON AVESPOKANEWA992012100910672401BANKINGWAN/A0
SPOKANE MEDIA FEDERAL CREDIT UNION
901 W RIVERSIDE AVESPOKANEWA99201910610124BANKINGWAN/A0
ST HELENS COMMUNITY FEDERAL CREDIT UNION
1720 ST HELENS STREETST HELENSOR97051930401489BANKINGORN/A0
TACOMA LONGSHOREMEN CREDIT UNION
3602 ALEXANDER AVETACOMAWA984241110910760837BANKINGWAN/A0
TLC FEDERAL CREDIT UNION
1510 3RD STREETTILLAMOOKOR97141930501678BANKINGORN/A0
UNION WALLOWA BAKER FEDERAL CREDIT UNION
3 DEPOT STLAGRANDEOR97850930468528BANKINGORN/A0
UNITED HEALTH SERVICES CREDIT UNION
613 S WASHINGTONSPOKANEWA99204916034751BANKINGWAN/A0
USAGENCIES CREDIT UNION
95 SW TAYLOR STPORTLANDOR97204930256538BANKINGORN/A0
VALLEY CREDIT UNION
2096 MISSION STREET SESALEMOR97302936027729BANKINGORN/A0
VERITY CREDIT UNION
11027 MERIDIAN AVE NSEATTLEWA98133910219005BANKINGWAN/A0
WATERFRONT FEDERAL CREDIT UNION
2414 SW ANDOVER ST STE E-100SEATTLEWA98106910774478BANKINGWAN/A0
WENATCHEE VALLEUY FEDERAL CREDIT UNION
636 VALLEY MALL PKWY STE 8EAST WENATCHEEWA98802910621079BANKINGWAN/A0
WESTEDGE FEDERAL CREDIT UNION
2501 JAMES STBELLINGHAMWA98225910657482BANKINGWAN/A0
WHITE RIVER CREDIT UNION
1499 GARRETT STENUMCLAWWA98022910599107BANKINGWAN/A0
WOODSTONE CREDIT UNION
1825 S 316TH STREET NO MAILFEDERAL WAYWA98003910572594BANKINGWAN/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (53 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
BAKER BOYER NATIONAL BANK
7 W MAINWALLA WALLAWA99362910135040BANKINGWAN/AC0
BANK OF THE PACIFIC
1101 S BOONEABERDEENWA98520911069728BANKINGWAN/AC0
BANK REALE
5205 ROAD 68PASCOWA993019998206047978BANKINGWAN/AC0
BANKCDA
912 NORTHWEST BLVDCOEUR DALENEID83814820521948BANKINGIDN/AC0
CLATSOP COMMUNITY BANK
1150 N ROOSEVELT DR STE 101SEASIDEOR97138260524771BANKINGORN/AC0
COLLEGE SPARK WASHINGTON
190 QUEEN ANNE AVENUE NSTE 260SEATTLEWA98109911215725BANKINGWAN/AC0
COMMUNITY 1ST BANK
707 N POST STPOST FALLSID83854205505699BANKINGIDN/AC0
COMMUNITY BANKERS OF WASHINGTON OFFICE
504 14TH AVENUE SE STE 100OLYMPIAWA98501911470641TRADE ASSOCIATIONWAN/AC0
COMMUNITY FIRST BANK
6401 WEST CLEARWATER AVEKENNEWICKWA99336911873460BANKINGWAN/AC0
EASTSIDE COMMERCIAL BANK NA
13810 SE EASTGATEWAY SUITE 410BELLEVUEWA98005916513087BANKINGWAN/AC0
EXPORT FINANCE ASSISTANCE CENTER
2001 6TH AVE SUITE 2600SEATTLEWA98121911255517BANKINGWAN/AC0
EXPRESS ADVANTAGE
1930 6TH AVE S STE 101SEATTLEWA98134611575044BANKINGWAN/AC0
FARMERS STATE BANK-WINTHROP
159 RIVERSIDE AVEWINTHROPWA98862910217730BANKINGWAN/AC0
FARMINGTON STATE BANK
103 N 1ST STREETFARMINGTONWA99128910217890BANKINGWAN/AC0
FIFE COMMERCIAL BANK
5209 PACIFIC HIGHWAY EASTFIFEWA98424911884269BANKINGWAN/AC0
FIRST FEDERAL
118 NE THIRD STREETMCMINNVILLEOR97128930166953BANKINGORN/AC0
FIRST SAVINGS BANK NORTHWEST
201 WELLS AVENUE SOUTHRENTONWA98057910383363BANKINGWAN/AC0
FIRST SOUND BANK
925 4TH AVENUE STE 2350SEATTLEWA98104201274248BANKINGWAN/AC0
HERITAGE FINANCIAL CORPORATION
201 FIFTH AVENUEOLYMPIAWA98501911857900BANKINGWAN/AC0
HIGH DESERT BANK
1000 SW DISK DRIVEBENDOR97702260810925BANKINGORN/AC0
HOMETOWN NATIONAL BANK
970 14TH AVENUELONGVIEWWA98632911984439BANKINGWAN/AC0
IMPACT CAPITAL
401 SECOND AVENUE SOUTH STE 301SEATTLEWA98104943196958BANKINGWAN/AC0
INLAND NORTHWEST BANK
421 WEST RIVERSIDE SUITE 113SPOKANEWA99201911574174BANKINGWAN/AC0
KITSAP BANK
619 BAY STREETPORT ORCHARDWA98366910283150BANKINGWAN/AC0
LAMONT BANK OF ST JOHN
6 E FRONT STREETST JOHNWA99171910288250BANKINGWAN/AC0
LEWIS & CLARK BANK
1900 MCLOUGHLIN BLVDOREGON CITYOR97045205529694BANKINGORN/AC0
MOUNTAIN PACIFIC BANK
3732 BROADWAYEVERETTWA982015030204882251BANKINGWAN/AC0
OLYMPIA FEDERAL SAVINGS
421 SOUTH CAPITAL WAYOLYMPIAWA98501910346300BANKINGWAN/AC0
OREGON BANKERS ASSOCIATION
777 13TH STREET S E SUITE 130SALEMOR97301930241680TRADE ASSOCIATIONORN/AC0
OREGON COAST BANK
909 SE BAY BLVDNEWPORTOR97365300072193BANKINGORN/AC0
PACIFIC CREST SAVINGS BANK
3500 188TH ST SW SUITE 575LYNNWOODWA98037911859716BANKINGWAN/AC0
PEOPLES BANK OF COMMERCE
1311 BARNETT RDMEDFORDOR97504911840442BANKINGORN/AC0
PREMIER COMMUNITY BANK
314 E MAIN STHILLSBOROOR97123931261076BANKINGORN/AC0
PRIME PACIFIC BANK NA
2502 196TH ST SWLYNNWOODWA98036911694768BANKINGWAN/AC0
RAYMOND FEDERAL BANK
202 DURYEA STREETRAYMONDWA98577910380440BANKINGWAN/AC0
RIVER BANK
202 E SPOKANE FALLS BLVD STE 400SPOKANEWA99202204748231BANKINGWAN/AC0
SEATTLE BANK
600 UNIVERSITY ST 1850SEATTLEWA981011129911984151BANKINGWAN/AC0
SECURITY STATE BANK
1930 S GOLD STREETCENTRALIAWA98531910404520BANKINGWAN/AC0
SKAGIT STATE BANK
301 FAIRHAVEN AVEBURLINGTONWA98233910681718BANKINGWAN/AC0
SOUND BANKING COMPANY
6115 MT TACOMA DR SWLAKEWOODWA98499911487185BANKINGWAN/AC0
SOUTH SOUND BANK
2850 HARRISON AVE NWOLYMPIAWA98502911963879BANKINGWAN/AC0
SUMMIT BANK
96 EAST BROADWAYEUGENEOR97401412114771BANKINGORN/AC0
TAIWAN COOPERATIVE BANK
1201 3RD AVENUE SUITE 1200SEATTLEWA98101911491890BANKINGWAN/AC0
THE BANK OF WASHINGTON
5901 196TH STREET SWLYNNWOODWA98036911716983BANKINGWAN/AC0
THURSTON FIRST BANK
600 FRANKLIN STREET SE STE 102OLYMPIAWA98501870731820BANKINGWAN/AC0
TIMBERLAND BANK
624 SIMPSON AVENUEHOQUIAMWA98550910260220BANKINGWAN/AC0
TWIN CITY BANK
729 VANDERCOOK WAYLONGVIEWWA98632911924167BANKINGWAN/AC0
WASHINGTON BANKERS ASSOCIATION
1601 FIFTH AVE SUITE 1120SEATTLEWA98101910459700TRADE ASSOCIATIONWAN/AC0
WASHINGTON COMMUNITY REINVESTMENT ASSOCIATION
1200 5TH AVE SUITE 1406SEATTLEWA98101911522679TRADE ASSOCIATIONWAN/AC0
WHEATLAND BANK
222 N WALL STREET 308SPOKANEWA99201911055499BANKINGWAN/AC0
WILLAMETTE VALLEY BANK
101 HIGH STREET NESALEMOR97301931277376BANKINGORN/AC0
YAKIMA FEDERAL SAVINGS AND LOAN
118 EAST YAKIMA AVENUEYAKIMAWA98901910480760BANKINGWAN/AC0
YAKIMA NATIONAL BANK
601 WEST WALNUTYAKIMAWA98902911722156BANKINGWAN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd