STRATEGY STUDIO / PUBLIC DATA EXPLORER

NORTHWEST FINANCIAL ASSOCIATIONS EBT: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
NORTHWEST FINANCIAL ASSOCIATIONS EBT (EIN 91-1040636)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-10-15
IRS object ID
201312889349301441
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-10-15T19:45:28-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN522385296EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LINDQUIST LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line15000 EXECUTIVE PARKWAY SUITE 400AddressLine1
CitySAN RAMONCity
StateCAState
ZIP Code94583ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN911040636EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1NORTHWEST FINANCIAL ASSOCIATIONS'BusinessNameLine1
Business Name Line2EMPLOYEE BENEFIT TRUSTBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlNORTNameControl
Phone2533965500Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameJAMES PISHUEName
TitleTRUSTEETitle
Phone2533965500Phone
Date Signed2013-10-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLORI L SCOTTName
PTINP01452038PTIN
Phone9252779100Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJAMES PISHUENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1PO BOX 1718AddressLine1
CityTACOMACity
StateWAState
ZIP Code98401ZIPCode
FieldValueIRS element (for citing)
Gross Receipts24456391GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.NWFATRUST.COMWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1968YearFormation
State Legal DomicileWAStateLegalDomicile
Activity Or Mission DescriptionPROVIDE HEALTH AND WELFARE BENEFITSActivityOrMissionDescription
Nbr Voting Members Governing Body11NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year23592969ProgramServiceRevenuePriorYear
Program Service Revenue CY24456140ProgramServiceRevenueCY
Investment Income Prior Year1814InvestmentIncomePriorYear
Investment Income Current Year251InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year23594783TotalRevenuePriorYear
Total Revenue Current Year24456391TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year23354906BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY23633579BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year430828OtherExpensePriorYear
Other Expenses Current Year330230OtherExpensesCurrentYear
Total Expenses Prior Year23785734TotalExpensesPriorYear
Total Expenses Current Year23963809TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-190951RevenuesLessExpensesPriorYear
Revenues Less Expenses CY492582RevenuesLessExpensesCY
Total Assets BOY2603286TotalAssetsBOY
Total Assets EOY3163579TotalAssetsEOY
Total Liabilities BOY997353TotalLiabilitiesBOY
Total Liabilities EOY1065064TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1605933NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2098515NetAssetsOrFundBalancesEOY
Mission DescriptionPROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionPROVIDE HEALTH, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.Description
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10962NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members11NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties1DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1NORTHWEST ADMINISTRATORS INCBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2063294900TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (12 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
MARC GASPARD
TRUSTEE1.00X000
JOHN MARVIN
TRUSTEE1.00X000
LORI DRUMMOND
TRUSTEE1.00X000
JIM PISHUE
TRUSTEE1.00X000
LYLE HANSEN
TRUSTEE1.00X000
TONY GEORGE
TRUSTEE1.00X000
BRAD TOWER
TRUSTEE1.00X000
JIM HALEY
TRUSTEE1.00X000
HAL RUSSELL
TRUSTEE1.00X000
LINDA NAVARRO
TRUSTEE1.00X000
KEN TRAUTMAN
TRUSTEE1.00X000
JOHN COLLINS
PAST TRUSTEE1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1NORTHWEST ADMINISTRATORS INCBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12323 EASTLAKE AVENUE SUITE 400AddressLine1
CitySEATTLECity
StateWAState
ZIP Code98102ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesCONTRACT ADMINISTRATIONDescriptionOfServices
Compensation210957Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionER AND EE CONTRIBUTIONDescription
Business Code522100BusinessCode
Total Revenue Column24456140TotalRevenueColumn
Related Or Exempt Function Income24456140RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue24456140TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column251TotalRevenueColumn
Exclusion$251ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column24456391TotalRevenueColumn
Related Or Exempt Function Income24456140RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$251ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total23633579Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total210957Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total24344Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total14000Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total2789Total

Advertising Advertising

FieldValueIRS element (for citing)
Total43883Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total12539Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1553Total

Insurance Insurance

FieldValueIRS element (for citing)
Total7869Total

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotal
NEWSLETTER EXPENSE11822
MISCELLANEOUS EXPENSES474

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total23963809Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY918184BOY
EOY1159072EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1084036BOY
EOY1338700EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY125381BOY
EOY97151EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY475685BOY
EOY568656EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2603286BOY
EOY3163579EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY14356BOY
EOY15134EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY903888BOY
EOY788414EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY79109BOY
EOY261516EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY997353BOY
EOY1065064EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY1605933BOY
EOY2098515EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1605933BOY
EOY2098515EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2603286BOY
EOY3163579EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses492582ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionRESERVES HELD BY INSURANCE CARRIERSDescription
Book Value568656BookValue
FieldValueIRS element (for citing)
Total Book Value Other Assets568656TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionPREMIUMS PAYABLEDescription
Amount$261,516Amount
FieldValueIRS element (for citing)
Total Of Amounts261516TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt24453602TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal24453602RevenueSubtotal
Investment Expenses Not Included2789InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt2789RevenueNotRptdOnFinStmt
Total Revenue Per Form99024456391TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt23778613TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal23778613ExpensesSubtotal
Investment Expenses Not Included22789InvestmentExpensesNotIncluded2
Other Expenses Not Included182407OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt185196ExpensesNotRptdOnFinStmt
Total Expenses Per Form99023963809TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X, LINE 2:MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2012, 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 2009.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INCREASE IN PREMIUMS PAYABLE $182,407

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReferenceExplanationExplanation
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 2C: THE 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

Form990 Schedule R Part II Form990ScheduleRPartII (47 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrg
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
COOS EDUCATORS FEDERAL CREDIT UNION
185 N 4TH STCOOS BAYOR97420930496657BANKINGORN/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
EXPRESS CREDIT UNION
1741 4TH AVENUE S SUITE ASEATTLEWA981341514910573334BANKINGWAN/A0
FRED MEYER EMPLOYEES FEDERAL CREDIT UNION
12001 SE MORRISONPORTLANDOR97216930388903BANKINGORN/A0
GAPAC COMMUNITY FEDERAL CREDIT UNION
2501 JAMES STBELLINGHAMWA98225910657482BANKINGWAN/A0
GRANCO FEDERAL CREDIT UNION
217 ALDER STREET SWEPHRATAWA988230127910717118BANKINGWAN/A0
GREAT NORTHWEST FEDERAL CREDIT UNION
301 W WISHKAH STABERDEENWA98520910677558BANKINGWAN/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
NEWRIZONS FEDERAL CREDIT UNION
120 FIRMAN AVEHOQUIAMWA98550910814137BANKINGWAN/A0
NORTHWEST CREDIT UNION ASSOCIATION
33301 9TH AVENUE S STE 200FEDERAL WAYWA98003910460483TRADE ASSOCIATIONWAN/A0
NUMERICA CREDIT UNION
14610 E SPRAGUE AVESPOKANE VALLEYWA99216910863377BANKINGWAN/A0
OUR COMMUNITY FEDERAL 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
WHITE RIVER CREDIT UNION
1499 GARRETT STENUMCLAWWA98022910599107BANKINGWAN/A0
WOODSTONE CREDIT UNION
1825 S 316TH STREET NO MAILFEDERAL WAYWA98003910572594BANKINGWAN/A0

Form990 Schedule R Part IV Form990ScheduleRPartIV (56 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntityControlled OrgControlledOrg
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 SUITE 101SEASIDEOR97138260524771BANKINGORN/AC0
COLLEGE SPARK WASHINGTON
190 QUEEN ANNE AVENUE NSTE 260SEATTLEWA98109911215725BANKINGWAN/AC0
COLUMBIA COMMUNITY BANK
314 E MAIN STHILLSBOROOR97123931261076BANKINGORN/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
CREDIT UNION ASSOCIATION OF OREGON OFFICE
8205 SW CREEKSIDE PLACE STE 220BEAVERTONOR97008930242975TRADE ASSOCIATIONORN/AC0
EASTSIDE COMMERCIAL BANK NA
13810 SE EASTGATEWAY SUITE 410BELLEVUEWA98005916513087BANKINGWAN/AC0
EXPORT FINANCE ASSISTANCE CENTER
2001 6TH AVE SUITE 2600SEATTLEWA98121911255517BANKINGWAN/AC0
FARMERS STATE BANK-WINTHROP
159 RIVERSIDEWINTHROPWA98862910217730BANKINGWAN/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
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
NORTHWEST COMMERCIAL BANK
5726 100TH ST SWLAKEWOODWA98499912138529BANKINGWAN/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 EIGHTH AVENUEWEST LINNOR97068201753276BANKINGORN/AC0
PEOPLES BANK OF COMMERCE
1311 BARNETT RDMEDFORDOR97504911840442BANKINGORN/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 203OLYMPIAWA98501911003998TRADE ASSOCIATION SUPPORTWAN/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 Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg