STRATEGY STUDIO / PUBLIC DATA EXPLORER

NORTHWEST FINANCIAL ASSOCIATIONS EBT: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
NORTHWEST FINANCIAL ASSOCIATIONS EBT (EIN 91-1040636)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-10-15
IRS object ID
201402899349300330
Schema version
2013v3.0
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)
Return2014-10-15T11:35:25-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN522385296PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDQUIST LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15000 EXECUTIVE PARKWAY SUITE 400AddressLine1
CitySAN RAMONCity
StateCAState
ZIP Code94583ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911040636EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHWEST FINANCIAL ASSOCIATIONS'BusinessNameLine1
Business Name Line2EMPLOYEE BENEFIT TRUSTBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlNORTBusinessNameControlTxt
Phone2533965500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1718AddressLine1
CityTACOMACity
StateWAState
ZIP Code98401ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES PISHUEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2533965500PhoneNum
Signature2014-10-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI L SCOTTPreparerPersonNm
PTINP01452038PTIN
Phone9252779100PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES PISHUEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1718AddressLine1
CityTACOMACity
StateWAState
ZIP Code98401ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$25,468,185GrossReceiptsAmt
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$24,456,140PYProgramServiceRevenueAmt
CY Program Service Revenue$25,467,893CYProgramServiceRevenueAmt
PY Investment Income$251PYInvestmentIncomeAmt
CY Investment Income$292CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$24,456,391PYTotalRevenueAmt
CY Total Revenue$25,468,185CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$23,633,579PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$25,383,149CYBenefitsPaidToMembersAmt
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$330,230PYOtherExpensesAmt
CY Other Expenses$348,430CYOtherExpensesAmt
PY Total Expenses$23,963,809PYTotalExpensesAmt
CY Total Expenses$25,731,579CYTotalExpensesAmt
PY Revenues Less Expenses$492,582PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$263,394CYRevenuesLessExpensesAmt
Total Assets BOY$3,163,579TotalAssetsBOYAmt
Total Assets EOY$2,191,452TotalAssetsEOYAmt
Total Liabilities BOY$1,065,064TotalLiabilitiesBOYAmt
Total Liabilities EOY$356,331TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,098,515NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,835,121NetAssetsOrFundBalancesEOYAmt
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 INCBusinessNameLine1
FieldValueIRS element (for citing)
Phone2063294900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12323 EASTLAKE AVE EASTAddressLine1
CitySEATTLECity
StateWAState
ZIP Code98102ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 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
BRAD TOWER
TRUSTEE - PAST1.00Yes (X)$0$0$0
JIM HALEY
TRUSTEE1.00Yes (X)$0$0$0
HAL RUSSELL
TRUSTEE - PAST1.00Yes (X)$0$0$0
LINDA NAVARRO
TRUSTEE1.00Yes (X)$0$0$0
KEN TRAUTMAN
TRUSTEE - PAST1.00Yes (X)$0$0$0
NEIL GROSSNICKLAUS
TRUSTEE1.00Yes (X)$0$0$0
CRAIG WANICHEK
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

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHWEST ADMINISTRATORS INCBusinessNameLine1

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line12323 EASTLAKE AVENUE SUITE 400AddressLine1
CitySEATTLECity
StateWAState
ZIP Code98102ZIPCode
FieldValueIRS element (for citing)
ServicesCONTRACT ADMINISTRATIONServicesDesc
Compensation$224,485CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescER AND EE CONTRIBUTIONSDesc
Business522100BusinessCd
Total Revenue Column$25,467,893TotalRevenueColumnAmt
Related Or Exempt Func Income$25,467,893RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$25,467,893TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$292TotalRevenueColumnAmt
Exclusion$292ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,468,185TotalRevenueColumnAmt
Related Or Exempt Func Income$25,467,893RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$292ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$25,383,149TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$224,485TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$31,310TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,250TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,454TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$40,955TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,302TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,317TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,041TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
NEWSLETTER EXPENSE$6,454
MISCELLANEOUS EXPENSES$862

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$25,731,579TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,159,072BOYAmt
EOY$479,859EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,338,700BOYAmt
EOY$1,112,335EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$97,151BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$568,656BOYAmt
EOY$599,258EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,163,579BOYAmt
EOY$2,191,452EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$15,134BOYAmt
EOY$15,697EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$788,414BOYAmt
EOY$60,172EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$261,516BOYAmt
EOY$280,462EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,065,064BOYAmt
EOY$356,331EOYAmt
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$2,098,515BOYAmt
EOY$1,835,121EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,098,515BOYAmt
EOY$1,835,121EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,163,579BOYAmt
EOY$2,191,452EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$263,394ReconcilationRevenueExpnssAmt
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$599,258BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$599,258TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPREMIUMS PAYABLEDesc
Amt$280,462Amt
FieldValueIRS element (for citing)
Total Liability$280,462TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$25,464,731TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$25,464,731RevenueSubtotalAmt
Investment Expenses Not Incld$3,454InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$3,454RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$25,468,185TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$25,709,179TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$25,709,179ExpensesSubtotalAmt
Investment Expenses Not Incld2$3,454InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$18,946OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$22,400ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$25,731,579TotalExpensesPerForm990Amt

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, 2013, 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 2010.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INCREASE IN PREMIUMS PAYABLE $18,946

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/ADUIT 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 (49 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
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
CASCADE FOREST PRODUCTS CREDIT UNION
702 JEFFERSON STREETVANCOUVERWA98666910614904BANKINGWAN/A0
COMMUNITY 1ST CREDIT UNION
955 ROSS LOOP STE 100DUPONTWA98327910403380BANKINGWAN/A0
COMMUNITY HEALTHCARE FEDERAL CREDIT UNION
1503 PACIFIC AVEEVERETTWA98201910721277BANKINGWAN/A0
CONNECTION CREDIT UNION
PO BOX 3990SILVERDALEWA98383910722603BANKINGWAN/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
724 W RAILROAD AVESHELTONWA98584912092838BANKINGWAN/A0
DARIGOLD FEDERAL CREDIT UNION
520 NE 165TH STSHORELINEWA98155910633035BANKINGWAN/A0
EVERGREENDIRECT CREDIT UNION
1018 UNION AVE SEOLYMPIAWA985011540910653710BANKINGWAN/A0
EXPRESS CREDIT UNION
1741 4TH AVENUE S SUITE ASEATTLEWA981341514910573334BANKINGWAN/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
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 200SEATTLEWA98118910460483TRADE ASSOCIATIONWAN/A0
NUMERICA CREDIT UNION
14610 E SPRAGUE AVESPOKANE VALLEYWA99216910863377BANKINGWAN/A0
OUR COMMUNITY CREDIT UNION
526 W CEDAR STSHELTONWA98584910567189BANKINGWAN/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
SPOKANE CITY CREDIT UNION
1930 N MONROE STSPOKANEWA99205910598454BANKINGWAN/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
TAPCO CREDIT UNION
6312 19TH STREET WESTFIRCRESTWA984666226910176216BANKINGWAN/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
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 (57 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary 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
CENTRAL VALLEY BANK
2205 S 1ST STREETYAKIMAWA98909911857900BANKINGWAN/AC0
CENTURY BANK
169 W 6THEUGENEOR97401200535499BANKINGORN/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
1741 4TH AVENUE S SUITE ASEATTLEWA98134611575044BANKINGWAN/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
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
PACIFIC WEST BANK
2040 8TH AVENUEWEST LINNOR97068201753276BANKINGORN/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
2006 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
204 PEAR STREET NEOLYMPIAWA98506870731820BANKINGWAN/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 1406SEATTLEWA98101911522679BANKINGWAN/AC0
WESTSIDE COMMUNITY BANK
4922 BRIDGEPORT WAY WESTUNIVERSITY PLACEWA98467911656426BANKINGWAN/AC0
WFL SERVICES INC
1501 CAPITOL WAY S 203OLYMPIAWA98501911003998SUPPORTWAN/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