STRATEGY STUDIO / PUBLIC DATA EXPLORER

SOUND HEALTH & WELLNESS RETIREE TRUST

Cite this

Plain text SOUND HEALTH & WELLNESS RETIREE TRUST. Strategy Studio, nonprofit organization profile, tax years 2009–2022. https://strategystudio.org/org/911950259. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). SOUND HEALTH & WELLNESS RETIREE TRUST [Nonprofit organization profile; tax years 2009–2022]. Retrieved October 19, 2026, from https://strategystudio.org/org/911950259

MLA “SOUND HEALTH & WELLNESS RETIREE TRUST.” Strategy Studio, tax years 2009–2022, https://strategystudio.org/org/911950259. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2009–2022. Data: Strategy Studio, CC BY 4.0.

2022 · Form 990 · revenue -$47K · expenses $1.6M · assets $0

EIN
91-1950259
Address
11724 NE 195TH ST STE 300, BOTHELL, WA 98011
Website
www.soundhealthwellness.com
NTEE code
-
Subsection
-
Ruling year
-
Cross-check
ProPublica Nonprofit Explorer

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

15 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Faye Guenther TRUSTEE2012-2022 $0$1,137,840 8
Joe Mizrahi TRUSTEE/SECRETARY2016-2022 $0$652,985 7
Sarah Cherin TRUSTEE2018-2022 $0$403,309 4
Todd Crosby (former) TRUSTEE - PAST2009-2018 $172,921$904,393 4
James Crowe (former) TRUSTEE2015-2021 $0$683,463 3
Emilia Contreras (former) TRUSTEE2014-2021 $0$682,491 2
David Schmitz (former) TRUSTEE - PAST2009-2016 $0$447,682 5
Ruth Dick (former) TRUSTEE - PAST2012-2016 $44,516$335,061 2
Stacey Opiopio (former) TRUSTEE2019-2020 $113,094$212,065 3
James To (former) TRUSTEE - PAST2016-2017 $86,904$158,582 3
Diane Zahn (former) SECRETARY2009-2012 $152,285$152,285 5
Emilia Cardenas (former) TRUSTEE - PAST2020 $136,715$136,715 4
Sean Embly (former) TRUSTEE2020 $113,196$113,196 5
Brenda Willis (former) TRUSTEE - PAST2009-2012 $105,530$105,530 2
Mike Williams (former) TRUSTEE - PAST2009-2012 $76,128$76,128 2

Officers and directors, no compensation reported

13 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Brent Bohn TRUSTEE2009-2022 1 $0 reported 20
Scott Powers TRUSTEE/CHAIRMAN2009-2022 1 $0 reported 8
Yvonne Peters TRUSTEE2016-2022 1 $0 reported 6
Sean Hammond TRUSTEE2017-2022 1 $0 reported 10
Frank Jorgensen TRUSTEE2009-2022 1 $0 reported 7
Sharon Carroll (former) TRUSTEE2019-2020 1 $0 reported 4
Randy Zeiler (former) TRUSTEE - PAST2009-2016 1 $0 reported 5
Cindy Thornton (former) TRUSTEE2015-2016 1 $0 reported 5
Cynthia Thornton (former) TRUSTEE2014 1 $0 reported 4
David Blitzstein (former) TRUSTEE2009-2014 1 $0 reported 2
Carl Wojciechowski (former) TRUSTEE2009-2012 1 $0 reported 5
Derrick Anderson (former) TRUSTEE2009-2012 1 $0 reported 2
Nathan Hyde (former) TRUSTEE - PAST2009 1 $0 reported 2

People by year

2022 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Frank Jorgensen TRUSTEE1 $0$0$0 $07
SCOTT KLITZKE POWERS TRUSTEE/CHAIRMAN1 $0$0$0 $08
BRENT BOHN TRUSTEE1 $0$0$0 $020
FAYE GUENTHER TRUSTEE1 $0$0$0 $08
JOE MIZRAHI TRUSTEE/SECRETARY1 $0$0$0 $07
YVONNE PETERS TRUSTEE1 $0$0$0 $06
SEAN HAMMOND TRUSTEE1 $0$0$0 $010
SARAH CHERIN TRUSTEE1 $0$0$0 $04
2021 · 10 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANK JORGENSEN TRUSTEE1 $0$0$0 $07
SCOTT KLITZKE POWERS TRUSTEE/CHAIRMAN1 $0$0$0 $08
BRENT BOHN TRUSTEE1 $0$0$0 $020
FAYE GUENTHER TRUSTEE1 $0$0$0 $08
JOE MIZRAHI TRUSTEE/SECRETARY1 $0$0$0 $07
YVONNE PETERS TRUSTEE1 $0$0$0 $06
SEAN HAMMOND TRUSTEE1 $0$0$0 $010
SARAH CHERIN TRUSTEE1 $0$0$0 $04
JAMES CROWE TRUSTEE1 $0$0$0 $03
EMILIA CONTRERAS TRUSTEE1 $0$0$0 $02
2020 · 13 people listed · 7 paid, $964K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FAYE GUENTHER TRUSTEE1 $0$163,172$17,227 $180,3998
JOE MIZRAHI SECRETARY1 $0$147,620$17,227 $164,8477
SARAH CHERIN TRUSTEE1 $0$123,590$17,209 $140,7994
EMILIA CARDENAS TRUSTEE - PAST1 $0$119,280$17,435 $136,7154
JAMES CROWE TRUSTEE1 $0$115,020$0 $115,0203
SEAN EMBLY TRUSTEE1 $0$113,196$0 $113,1965
STACEY OPIOPIO TRUSTEE1 $0$113,094$0 $113,0943
SCOTT KLITZKE POWERS CHAIRMAN1 $0$0$0 $08
BRENT R BOHN TRUSTEE1 $0$0$0 $020
FRANK JORGENSEN TRUSTEE1 $0$0$0 $07
SEAN HAMMOND TRUSTEE1 $0$0$0 $010
YVONNE PETERS TRUSTEE1 $0$0$0 $06
SHARON CARROLL TRUSTEE1 $0$0$0 $04
2019 · 12 people listed · 6 paid, $821K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FAYE GUENTHER TRUSTEE1 $0$151,416$17,201 $168,6178
JOE MIZRAHI SECRETARY1 $0$137,897$17,201 $155,0987
EMILIA CONTRERAS TRUSTEE1 $0$117,012$17,413 $134,4252
SARAH CHERIN TRUSTEE1 $0$117,051$17,183 $134,2344
JAMES CROWE TRUSTEE1 $0$113,230$16,883 $130,1133
STACEY OPIOPIO TRUSTEE1 $0$98,971$0 $98,9713
SCOTT KLITZKE POWERS CHAIRMAN1 $0$0$0 $08
BRENT R BOHN TRUSTEE1 $0$0$0 $020
FRANK JORGENSEN TRUSTEE1 $0$0$0 $07
SEAN HAMMOND TRUSTEE1 $0$0$0 $010
YVONNE PETERS TRUSTEE1 $0$0$0 $06
SHARON CARROLL TRUSTEE1 $0$0$0 $04
2018 · 11 people listed · 6 paid, $829K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TODD CROSBY TRUSTEE - PAST1 $0$156,182$16,739 $172,9214
FAYE GUENTHER SECRETARY1 $0$143,613$0 $143,6138
EMILIA CONTRERAS TRUSTEE1 $0$111,744$16,739 $128,4832
SARAH CHERIN TRUSTEE1 $0$111,537$16,739 $128,2764
JOE MIZRAHI TRUSTEE1 $0$111,509$16,739 $128,2487
JAMES CROWE TRUSTEE1 $0$109,365$18,575 $127,9403
SCOTT KLITZKE POWERS CHAIRMAN1 $0$0$0 $08
BRENT R BOHN TRUSTEE1 $0$0$0 $020
FRANK JORGENSEN TRUSTEE1 $0$0$0 $07
SEAN HAMMOND TRUSTEE1 $0$0$0 $010
YVONNE PETERS TRUSTEE1 $0$0$0 $06
2017 · 11 people listed · 6 paid, $728K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TODD CROSBY TRUSTEE1 $0$154,600$14,810 $169,4104
FAYE GUENTHER SECRETARY1 $0$128,480$14,810 $143,2908
EMILIA CONTRERAS TRUSTEE1 $0$104,410$14,810 $119,2202
JAMES CROWE TRUSTEE1 $0$104,390$0 $104,3903
JOE MIZRAHI TRUSTEE1 $0$104,330$0 $104,3307
JAMES TO TRUSTEE - PAST1 $0$86,904$0 $86,9043
SCOTT KLITZKE POWERS CHAIRMAN1 $0$0$0 $08
BRENT R BOHN TRUSTEE1 $0$0$0 $020
FRANK JORGENSEN TRUSTEE1 $0$0$0 $07
SEAN HAMMOND TRUSTEE1 $0$0$0 $010
YVONNE PETERS TRUSTEE1 $0$0$0 $06
2016 · 14 people listed · 7 paid, $752K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TODD CROSBY TRUSTEE1 $0$151,066$16,253 $167,3194
FAYE GUENTHER SECRETARY1 $0$125,026$16,045 $141,0718
EMILIA CONTRERAS TRUSTEE1 $0$105,780$15,733 $121,5132
JAMES CROWE TRUSTEE1 $0$105,764$0 $105,7643
JOE MIZRAHI TRUSTEE1 $0$100,462$0 $100,4627
JAMES TO TRUSTEE1 $0$71,678$0 $71,6783
RUTH DICK TRUSTEE - PAST1 $0$44,516$0 $44,5162
SCOTT KLITZKE POWERS CHAIRMAN1 $0$0$0 $08
BRENT R BOHN TRUSTEE1 $0$0$0 $020
CINDY THORNTON TRUSTEE1 $0$0$0 $05
FRANK JORGENSEN TRUSTEE1 $0$0$0 $07
DAVID SCHMITZ TRUSTEE - PAST1 $0$0$0 $05
RANDY ZEILER TRUSTEE - PAST1 $0$0$0 $05
YVONNE PETERS TRUSTEE1 $0$0$0 $06
2015 · 11 people listed · 6 paid, $687K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TODD CROSBY SECRETARY1 $0$130,087$16,085 $146,1724
FAYE GUENTHER TRUSTEE1 $0$115,920$15,877 $131,7978
DAVID SCHMITZ TRUSTEE1 $0$97,541$18,798 $116,3395
JAMES CROWE TRUSTEE1 $0$100,236$0 $100,2363
EMILIA CONTRERAS TRUSTEE1 $0$97,303$0 $97,3032
RUTH DICK TRUSTEE1 $0$94,753$0 $94,7532
SCOTT KLITZKE POWERS CHAIRMAN1 $0$0$0 $08
BRENT R BOHN TRUSTEE1 $0$0$0 $020
CINDY THORNTON TRUSTEE1 $0$0$0 $05
FRANK JORGENSEN TRUSTEE1 $0$0$0 $07
RANDY ZEILER TRUSTEE1 $0$0$0 $05
2014 · 11 people listed · 5 paid, $607K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID SCHMITZ TRUSTEE1 $0$144,340$34,748 $179,0885
TODD CROSBY SECRETARY1 $0$117,143$15,286 $132,4294
FAYE GUENTHER TRUSTEE1 $0$105,891$15,078 $120,9698
RUTH DICK TRUSTEE1 $0$92,496$473 $92,9692
EMILIA CONTRERAS TRUSTEE1 $0$81,281$266 $81,5472
RANDY ZEILER CHAIRMAN1 $0$0$0 $05
BRENT R BOHN TRUSTEE1 $0$0$0 $020
FRANK JORGENSEN TRUSTEE1 $0$0$0 $07
SCOTT KLITZKE POWERS TRUSTEE1 $0$0$0 $08
DAVID BLITZSTEIN TRUSTEE1 $0$0$0 $02
CYNTHIA THORNTON TRUSTEE1 $0$0$0 $04
2012 · 14 people listed · 7 paid, $813K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DIANE ZAHN SECRETARY1 $0$138,897$13,388 $152,2855
DAVID SCHMITZ TRUSTEE1 $0$138,885$13,370 $152,2555
TODD CROSBY TRUSTEE1 $0$102,754$13,388 $116,1424
FAYE GUENTHER TRUSTEE1 $0$94,696$13,388 $108,0848
BRENDA WILLIS TRUSTEE - PAST1 $0$92,142$13,388 $105,5302
RUTH DICK TRUSTEE1 $0$89,435$13,388 $102,8232
MIKE WILLIAMS TRUSTEE - PAST1 $0$62,740$13,388 $76,1282
RANDY ZEILER CHAIRMAN1 $0$0$0 $05
DERRICK ANDERSON TRUSTEE1 $0$0$0 $02
BRENT R BOHN TRUSTEE1 $0$0$0 $020
FRANK JORGENSEN TRUSTEE1 $0$0$0 $07
SCOTT KLITZKE POWERS TRUSTEE1 $0$0$0 $08
CARL WOJCIECHOWSKI TRUSTEE1 $0$0$0 $05
DAVID BLITZSTEIN TRUSTEE1 $0$0$0 $02
2011 · 12 people listed · none paid · 427 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RANDY ZEILER CHAIRMAN1 $0$0$0 $05
DERRICK ANDERSON TRUSTEE1 $0$0$0 $02
BRENT R BOHN TRUSTEE1 $0$0$0 $020
FRANK JORGENSEN TRUSTEE1 $0$0$0 $07
SCOTT KLITZKE POWERS TRUSTEE1 $0$0$0 $08
CARL WOJCIECHOWSKI TRUSTEE1 $0$0$0 $05
DAVID BLITZSTEIN TRUSTEE1 $0$0$0 $02
TODD CROSBY TRUSTEE1 $0$0$0 $04
DAVID SCHMITZ TRUSTEE1 $0$0$0 $05
MIKE WILLIAMS TRUSTEE1 $0$0$0 $02
BRENDA WILLIS TRUSTEE1 $0$0$0 $02
DIANE ZAHN SECRETARY1 $0$0$0 $05
2009 · 13 people listed · none paid · 119 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Randy Zeiler Chairman1 $0$0$0 $05
Derrick Anderson Trustee1 $0$0$0 $02
BRENT R BOHN Trustee1 $0$0$0 $020
Frank Jorgensen Trustee1 $0$0$0 $07
Scott Klitzke Powers trustee1 $0$0$0 $08
Carl Wojciechowski Trustee1 $0$0$0 $05
David Blitzstein trustee1 $0$0$0 $02
Todd Crosby trustee1 $0$0$0 $04
David Schmitz trustee1 $0$0$0 $05
Mike williams trustee1 $0$0$0 $02
Brenda Willis trustee1 $0$0$0 $02
Diane Zahn secretary1 $0$0$0 $05
NATHAN HYDE TRUSTEE - PAST1 $0$0$0 $02

Highest-paid independent contractors

2018 · 2 contractors · $274K
NameLocationServicePaid
AETNASEATTLE, WAADMINISTRATION$138,216
ZENITH AMERICAN SOLUTIONS INCBOTHELL, WAADMINISTRATION$135,517
2017 · 2 contractors · $307K
NameLocationServicePaid
AETNASEATTLE, WAADMINISTRATION$167,623
ZENITH AMERICAN SOLUTIONS INCBOTHELL, WAADMINISTRATION$139,588
2016 · 2 contractors · $272K
NameLocationServicePaid
AETNASEATTLE, WAADMINISTRATION$141,500
ZENITH AMERICAN SOLUTIONS INCSEATTLE, WAADMINISTRATION$131,000
2015 · 2 contractors · $247K
NameLocationServicePaid
AETNASEATTLE, WAADMINISTRATION$128,976
ZENITH AMERICAN SOLUTIONS INCSEATTLE, WAADMINISTRATION$118,457
2014 · 2 contractors · $275K
NameLocationServicePaid
AETNASEATTLE, WAADMINISTRATION$139,931
ZENITH AMERICAN SOLUTIONS INCSEATTLE, WAADMINISTRATION$135,448
2012 · 1 contractor · $160K
NameLocationServicePaid
ZENITH AMERICAN SOLUTIONS INCSEATTLE, WAADMINISTRATION$159,786
2011 · 1 contractor · $169K
NameLocationServicePaid
ZENITH AMERICAN SOLUTIONS INCSEATTLE, WAADMINISTRATION$169,204
2009 · 1 contractor · $110K
NameLocationServicePaid
ZENITH ADMINISTRATORS INCSEATTLE, WAADMINISTRATION$110,406

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2022 · Form 990 period ending 2023-03-31 · view filing · original 990 ↗
-$46,860$1,570,560 $0$0 $0$20,783 $000
2021 · Form 990 period ending 2022-03-31 · view filing · original 990 ↗
$36,084$239,305 $1,674,882$1,666,936 $0$27,023 $000
2020 · Form 990 period ending 2021-03-31 · view filing · original 990 ↗
$53,725$266,244 $1,950,146$1,941,328 $0$29,118 $000
2019 · Form 990 period ending 2020-03-31 · view filing · original 990 ↗
$91,366$366,957 $2,126,611$2,107,992 $0$23,851 $000
2018 · Form 990 period ending 2019-03-31 · view filing · original 990 ↗
$1,773,503$4,311,280 $2,519,653$2,390,111 $0$1,636,377 $000
2017 · Form 990 period ending 2018-03-31 · view filing · original 990 ↗
$4,063,235$5,491,726 $5,863,006$4,336,368 $0$3,972,219 $000
2016 · Form 990 period ending 2017-03-31 · view filing · original 990 ↗
$4,422,611$5,780,290 $7,431,244$5,786,620 $0$3,651,343 $000
2015 · Form 990 period ending 2016-03-31 · view filing · original 990 ↗
$3,497,029$5,833,431 $8,680,116$7,645,215 $0$2,482,744 $000
2014 · Form 990 period ending 2015-03-31 · view filing · original 990 ↗
$3,546,549$5,704,765 $12,643,136$11,051,595 $0$2,478,419 $000
2012 · Form 990 period ending 2013-03-31 · view filing · original 990 ↗
$3,179,169$4,749,381 $16,039,762$15,246,478 $0$2,245,067 $000
2011 · Form 990 period ending 2012-03-31 · view filing · original 990 ↗
$3,086,985$3,838,402 $17,019,554$16,449,037 $0$1,999,736 $04270
2009 · Form 990 period ending 2010-03-31 · view filing · original 990 ↗
$2,037,509$4,402,963 $18,955,809$18,401,600 $0$1,505,936 $01190

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SOUND HEALTH & WELLNESS TRUSTWANot reported $300,999,287$329,009,002 TRUSTEE/CHAIRMAN$0 Similar name, revenue differs more than 10x, same state, similar mission
RETIREE HEALTH TRUSTNVNot reported $1,183,012$1,669,048 CHAIRPERSON$0 Similar name, revenue differs more than 10x, similar mission
Pabst Retiree Health and Welfare TrustTXNot reported $168$3,462,282 Trustee$255,271 Similar name, revenue differs more than 10x, similar mission
W F RETIREES HEALTH TRUSTTXNot reported $1,696,887$1,803,107 COMMITTEE CHAIRMAN$20,000 Similar name, revenue differs more than 10x

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2022 · Form 990 · $1,570,560 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,296,465--- 82.5%
Fees: management $87,894--- 5.6%
Fees: legal $85,782--- 5.5%
Fees: other services $30,394--- 1.9%
Insurance $28,252--- 1.8%
Fees: accounting $25,500--- 1.6%
Office expenses $16,273--- 1.0%
Total$1,570,560100%

View the filing

2021 · Form 990 · $239,305 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $98,877--- 41.3%
Fees: management $79,050--- 33.0%
Fees: legal $28,752--- 12.0%
Insurance $13,593--- 5.7%
Fees: accounting $10,900--- 4.6%
Office expenses $6,133--- 2.6%
Fees: investment management $2,000--- 0.8%
Total$239,305100%

View the filing

2020 · Form 990 · $266,244 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $115,930--- 43.5%
Fees: management $73,200--- 27.5%
Fees: legal $23,575--- 8.9%
Insurance $16,366--- 6.1%
Fees: other services $13,605--- 5.1%
Fees: investment management $12,000--- 4.5%
Fees: accounting $10,900--- 4.1%
Office expenses $668--- 0.3%
Total$266,244100%

View the filing

2019 · Form 990 · $366,957 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $175,700--- 47.9%
Fees: management $75,200--- 20.5%
Fees: legal $39,827--- 10.9%
Fees: other services $33,647--- 9.2%
Insurance $18,153--- 4.9%
Fees: investment management $12,000--- 3.3%
Fees: accounting $10,900--- 3.0%
Other (as described)PCORI TAX $975--- 0.3%
Office expenses $555--- 0.2%
Total$366,957100%

View the filing

2018 · Form 990 · $4,311,280 spent · pay $0 · grants $0 · events $4,290
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $3,804,268--- 88.2%
Fees: other services $244,084--- 5.7%
Fees: management $120,272--- 2.8%
Fees: legal $85,139--- 2.0%
Insurance $17,707--- 0.4%
Fees: investment management $17,107--- 0.4%
Fees: accounting $10,900--- 0.3%
Office expenses $5,938--- 0.1%
Conferences, conventions and meetings $4,290--- 0.1%
Other (as described)PCORI TAX $1,575--- 0.0%
Total$4,311,280100%

View the filing

2017 · Form 990 · $5,491,726 spent · pay $0 · grants $0 · events $3,984
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $4,897,473--- 89.2%
Fees: other services $332,872--- 6.1%
Fees: management $123,651--- 2.3%
Fees: legal $70,690--- 1.3%
Fees: investment management $25,553--- 0.5%
Insurance $17,636--- 0.3%
Fees: accounting $10,900--- 0.2%
Office expenses $7,491--- 0.1%
Conferences, conventions and meetings $3,984--- 0.1%
Other (as described)PCORI TAX $1,476--- 0.0%
Total$5,491,726100%

View the filing

2016 · Form 990 · $5,780,290 spent · pay $0 · grants $0 · events $5,436
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $5,236,516--- 90.6%
Fees: other services $289,630--- 5.0%
Fees: management $121,227--- 2.1%
Fees: legal $48,929--- 0.8%
Fees: investment management $24,382--- 0.4%
Insurance $17,708--- 0.3%
Other (as described)TRANSITIONAL REINSURANC $13,551--- 0.2%
Office expenses $10,878--- 0.2%
Fees: accounting $10,650--- 0.2%
Conferences, conventions and meetings $5,436--- 0.1%
Other (as described)PCORI TAX PAYMENT $1,383--- 0.0%
Total$5,780,290100%

View the filing

2015 · Form 990 · $5,833,431 spent · pay $0 · grants $0 · events $4,664
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $5,305,455--- 90.9%
Fees: other services $289,642--- 5.0%
Fees: management $118,851--- 2.0%
Fees: legal $32,656--- 0.6%
Fees: investment management $25,316--- 0.4%
Other (as described)TRANSITIONAL REINSURANC $22,910--- 0.4%
Insurance $18,105--- 0.3%
Fees: accounting $8,400--- 0.1%
Office expenses $7,432--- 0.1%
Conferences, conventions and meetings $4,664--- 0.1%
Total$5,833,431100%

View the filing

2014 · Form 990 · $5,704,765 spent · pay $0 · grants $0 · events $6,694
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $5,163,144--- 90.5%
Fees: other services $279,707--- 4.9%
Fees: management $116,514--- 2.0%
Fees: legal $37,909--- 0.7%
Other (as described)TRANSITIONAL REINSURANC $32,445--- 0.6%
Fees: investment management $24,467--- 0.4%
Insurance $16,391--- 0.3%
Office expenses $14,297--- 0.3%
Fees: accounting $11,730--- 0.2%
Conferences, conventions and meetings $6,694--- 0.1%
Other (as described)PCORI TAX PAYMENT $1,467--- 0.0%
Total$5,704,765100%

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2012 · Form 990 · $4,749,381 spent · pay $0 · grants $0 · events $6,607
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $4,377,729--- 92.2%
Fees: other services $186,882--- 3.9%
Fees: management $110,940--- 2.3%
Fees: investment management $22,246--- 0.5%
Fees: legal $13,673--- 0.3%
Insurance $11,602--- 0.2%
Fees: accounting $10,194--- 0.2%
Office expenses $9,508--- 0.2%
Conferences, conventions and meetings $6,607--- 0.1%
Total$4,749,381100%

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2011 · Form 990 · $3,838,402 spent · pay $0 · grants $0 · events $6,625
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $3,464,459--- 90.3%
Fees: other services $178,306--- 4.6%
Fees: management $107,970--- 2.8%
Office expenses $26,543--- 0.7%
Fees: investment management $18,923--- 0.5%
Fees: legal $14,674--- 0.4%
Insurance $11,602--- 0.3%
Fees: accounting $9,300--- 0.2%
Conferences, conventions and meetings $6,625--- 0.2%
Total$3,838,402100%

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2009 · Form 990 · $4,402,963 spent · pay $0 · grants $0 · events $7,604
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $4,068,868--- 92.4%
Fees: other services $136,372--- 3.1%
Fees: management $100,305--- 2.3%
Fees: accounting $23,918--- 0.5%
Fees: investment management $22,777--- 0.5%
Fees: legal $20,944--- 0.5%
Office expenses $16,819--- 0.4%
Conferences, conventions and meetings $7,604--- 0.2%
Insurance $4,628--- 0.1%
Travel $728--- 0.0%
Total$4,402,963100%

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