OMNITRADE HEALTH TR: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OMNITRADE HEALTH TR (EIN 27-6838771)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-16
- IRS object ID
- 202042909349301464
- Schema version
- 2019v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-16T17:50:54-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910614823 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOEDEL & SCHOEDEL CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 422 W RIVERSIDE AVE STE 1420 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 992010395 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276838771 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Omnitrade Health Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OMNI | BusinessNameControlTxt |
| Phone | 4257717359 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6 | AddressLine1Txt |
| City | Mukilteo | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 982750006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John B Scates | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 4257717359 | PhoneNum |
| Signature | 2020-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT OPPERUD CPA | PreparerPersonNm |
| PTIN | P00542597 | PTIN |
| Phone | 5097472158 | PhoneNum |
| Preparation | 2020-09-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.114.231.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-16 | IPDt |
| IP Tm | 15:50:39 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5D31E10A362EC8450777791EEC3E42FDA1584936 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5A33E1DD1FD3A695AA7A5714865FC508C51129E1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John B Scates | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6 | AddressLine1Txt |
| City | Mukilteo | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 982750006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,849,878 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | http://omnitradebenefits.com | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | To provide qualified health and welfare benefits through group insurance arrangements. | ActivityOrMissionDesc |
| Voting Members Governing Body | 1 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,596,880 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,827,926 | CYProgramServiceRevenueAmt |
| PY Investment Income | $690 | PYInvestmentIncomeAmt |
| CY Investment Income | $457 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,063 | PYOtherRevenueAmt |
| CY Other Revenue | $21,495 | CYOtherRevenueAmt |
| PY Total Revenue | $25,638,633 | PYTotalRevenueAmt |
| CY Total Revenue | $29,849,878 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $22,977,031 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $26,723,814 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $38,950 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $45,303 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,715,870 | PYOtherExpensesAmt |
| CY Other Expenses | $3,166,116 | CYOtherExpensesAmt |
| PY Total Expenses | $25,731,851 | PYTotalExpensesAmt |
| CY Total Expenses | $29,935,233 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$93,218 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$85,355 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,416,162 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,054,845 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,040,163 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $764,201 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $375,999 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $290,644 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide a trust under which eligible employers may make certain welfare benefits available for their participants, through group insurance or otherwise. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | The Trust was established to hold insurance policies through which participating employers can provide programs of health and other insurance benefits under the employee benefit plans they maintain for their employees and dependents. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 1 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vimly Benefit Solutions Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4257717359 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12121 Harbour Reach Drive Suite 105 | AddressLine1Txt |
| City | Mukilteo | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98275 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John B Scates | PersonNm |
| Title | Trustee | TitleTxt |
| Average Hours Per Week | 4.00 | AverageHoursPerWeekRt |
| Individual Trustee Or Director | Yes (X) | IndividualTrusteeOrDirectorInd |
| Officer | Yes (X) | OfficerInd |
| Reportable Comp From Org | $45,316 | ReportableCompFromOrgAmt |
| Reportable Comp From Rltd Org | $0 | ReportableCompFromRltdOrgAmt |
| Other Compensation | $0 | OtherCompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $45,316 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ABD Insurance & Financial Services Inc | |||||
| 777 Mariners Island Blvd Suite 250 | San Mateo | CA | 94404 | Consulting manager | $905,260 |
| Vimly Benefit Solutions Inc | |||||
| 12121 Harbour Reach Drive Suite 10 | Mukilteo | WA | 982750006 | Contract administrator | $528,955 |
| Armfield Harrison & Thomas Technology | |||||
| 20 S King St | Leesburg | VA | 201753023 | Insurance broker | $291,038 |
| Davis Wright Tremaine LLP | |||||
| 920 Fifth Avenue Suite 3300 | Seattle | WA | 981041610 | Legal counsel | $197,146 |
| Axis Insurannce LLC dba Conover Insuran | |||||
| 155 108th Ave NE 725 | Bellevue | WA | 980045907 | Insurance broker | $120,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Employer contributions, net | 525100 | $29,021,671 | $29,021,671 |
| Participant contributions, net | 525100 | $806,255 | $806,255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,827,926 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $457 | TotalRevenueColumnAmt |
| Exclusion | $457 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Employer late fees | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $21,495 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,495 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $21,495 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,849,878 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,849,421 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $457 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,723,814 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,303 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,955 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,146 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,599 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,399,931 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,244 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,098 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,781 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,935,233 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,048,890 | BOYAmt |
| EOY | $712,074 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,718 | BOYAmt |
| EOY | $253,081 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,554 | BOYAmt |
| EOY | $89,690 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,416,162 | BOYAmt |
| EOY | $1,054,845 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,854 | BOYAmt |
| EOY | $62,272 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $618,289 | BOYAmt |
| EOY | $401,502 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,020 | BOYAmt |
| EOY | $300,427 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,040,163 | BOYAmt |
| EOY | $764,201 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,999 | BOYAmt |
| EOY | $290,644 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,999 | BOYAmt |
| EOY | $290,644 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,416,162 | BOYAmt |
| EOY | $1,054,845 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$85,355 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Premiums due to insurers | Desc |
| Amt | $300,427 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $300,427 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $29,849,878 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,849,878 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $29,849,878 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,931,826 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $297,020 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $297,020 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,634,806 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $300,427 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $300,427 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,935,233 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XII, Line 2d - Other Adjustments: | Premiums due insurers at the end of the prior year 297,020. |
| Part XII, Line 4b - Other Adjustments: | Premiums due insurers at the end of the current year 300,427. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 3 | The Trust has contracted with a third-party administrator (Vimly Benefit Solutions, Inc.) to provide bookkeeping and administrative services. |
| Form 990, Part VI, Section A, line 7a | Trustees are appointed by the Trust Administrative Committee. The Trust Administrative Committee may terminate a trustee. In the event of the termination or resignation of a trustee, a successor trustee will be appointed by the Trust Administrative Committee. The Trust Administrative Committee will notify participating employers of the appointment of a successor trustee. The trustee will consent to and accept appointment in writing. |
| Form 990, Part VI, Section B, line 11b | The Form 990 was prepared under the guidance of the Trustee by the independent accounting firm SCHOEDEL & SCHOEDEL, Certified Public Accountants, PLLC. Draft copies of the Trust's financial statements and Form 990 were first provided to the Trust's consultants and advisors, who reviewed the Form 990 for accuracy and completeness. Any questions, concerns or issues raised by the consultants and advisors were addressed and any necessary revisions were made to the Form 990. The revised Form 990 was then provided to the Trustee for his review and approval. Any additional questions, concerns or issues raised by the Trustee were addressed and any necessary revisions were made to the Form 990. The final version of the Form 990 was reviewed and approved for filing by the Trustee. |
| Form 990, Part VI, Section C, line 19 | The Trust's governing documents, financial statements and Form 990 are available to the general public upon written request sent to Vimly Benefit Solutions, Inc. at: P.O. Box 6, Mukilteo, WA 98275. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| GAPPS | |||||||||
| Life Science Washington | |||||||||
| 188 E Blaine St Ste 150 | Seattle | WA | 981023983 | 911453398 | Trade association in the life sciences industry of Washington state. | WA | 501(c)(6) | N/A | 0 |
| CleanTech Alliance Washington | |||||||||
| 1301 Fifth Avenue Suite 1500 | Seattle | WA | 981012632 | 320199835 | Trade association in the cleantech industry of Washington state. | WA | 501(c)(6) | N/A | 0 |
| National Bureau of Asian Research | |||||||||
| Hotrock Energy Research Organization | |||||||||
| Warden Hutterian Brethren | |||||||||
| Washington Association for Infant Mental Health | |||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (214 entries)
| Accelerator Services Corporation |
| Advanced Cellular Dynamics Inc |
| AirClean Technologies |
| AK Leasing Inc |
| Aldrich & Associates Inc |
| ALFC Inc |
| All Phase Electric Inc |
| Alliance Partition Systems |
| ALSC Architects PS |
| American West Industries |
| Aortica Corporation |
| Aqueduct Critical Care |
| Arsenal Enterprises Inc |
| Art Primo |
| AstaReal Inc |
| Astavita Inc |
| Atossa Therapeutics Inc |
| Auction Edge Inc |
| Avalyn Pharma Inc |
| B&C Trucking Inc |
| B Thompson Company LLC |
| Bair Construction Inc |
| Baluster Discovery LLC |
| Banyan LLC |
| Beta Hatch |
| Big Rock Construction |
| Bramstedt Sales Inc |
| Brashear Electric Inc |
| Brumbaugh & Associates LLC |
| BTownWeb |
| Burrard Development LLC |
| Calico Energy Services |
| Camp & Associates Inc |
| Cardiac Insight Inc |
| Caron Architecture LLC |
| Carus Cruise Inc |
| Cascades Cleanup & Restoration Inc |
| Cascadia Drug Development Group |
| Chronus Corporation |
| CoCrystal Pharma Inc |
| Code Fellows Holdings Inc |
| Commercial Sales Inc |
| Copacino Fujikado LLC |
| Copperfin |
| Cowart-Gagnon Inc |
| Cultivar Farms |
| Data Incites |
| Dayco Heating and AC |
| Design Master Software |
| Deverra Theraputics |
| Diamond Veterinary Associates |
| DirectAMS |
| Divcon Inc |
| Dogwood Industries |
| DSL Northwest |
| Dura-Shine Clean |
| Dynamic Metals Inc |
| Earth Solutions Northwest LLC |
| Ecellix Inc |
| Eco Chemical Inc |
| Electronic Business Machines Inc |
| Emerald Star Holdings |
| Emulate Therapeutics Inc |
| Erickson McGovern |
| Evergreen Drywall & Construction LLC |
| Falkin Associates |
| Foamfanatics LLC |
| Focal Point Marketing LLC |
| GemaTEG |
| Genetic Veterinary Sciences Inc |
| Glacier Drilling and Dewatering LLC |
| Glyph Language Services |
| Good Therapeutics Inc |
| Grava Labs |
| Gritton Building Co Inc |
| H & S Construction LLC |
| Harden Construction Inc |
| Heartland Construction LLC |
| Hinkle Properties |
| Hochstatter Electric Inc |
| Holzer Farms |
| Homer Scientific Holdings Inc |
| Hoylu Inc |
| ICD Inc |
| Imaginomix LLC |
| Immune Design Corp |
| Impel NeuroPharma |
| Infinite Heating & Cooling LLC |
| Integrated Marine Systems Inc |
| Invio Inc |
| JP Whalen Company Inc |
| JR Transportation Inc |
| KDH Consulting Inc |
| Keon Research LLC |
| Kiadis Pharma |
| Kiddie Academy - Bothell |
| Kiddie Academy - Kirkland |
| Kiddie Academy - Mill Creek |
| Kiddie Academy - Seattle |
| Kiley Juergens Wealth Management LLC |
| Kinter Electric Inc |
| Kitt Construction & Development LLC |
| Kohr Farms Inc |
| Krautscheid Farm Consulting LLC |
| Kubota Vision Inc |
| LabKey Software |
| Lanktree Land Surveying Inc |
| Lanzinger Construction |
| Likewise Inc |
| Lowe Consulting Inc |
| Lumen Bioscience Inc |
| MalarVx Inc |
| Marine Floats |
| MarqMetrix Inc |
| MC Bellan Construction Inc |
| McNeight Express Inc |
| Media Mall Technologies Inc |
| Mercer Medical |
| MH Electric Inc |
| Mirabilis Medical Inc |
| Mobilizenet Corporation |
| Montego LLC |
| National Metering & Technical Services LLC |
| NetAcquire Corporation |
| New Course |
| Newton Park LLC |
| Nori LLC |
| North Harbor Diesel & Yacht Services |
| Northwest Contract Services |
| Northwest Heavy Duty |
| NT Technology Inc |
| OAC Services Inc |
| O'Bunco Engineering |
| Olympic Mountain Products |
| ORCA Wave LLC |
| P Winterholler Tire Centers Inc |
| Pacific One LLC |
| Pacific West Construction and Maintenance |
| Paulsen Construction Inc |
| Personlized Lifestyle Medicine Institute |
| Phishcloud |
| Picatti Engineering & Service LLC |
| Plum Energy |
| Pluristyx |
| Power Studies |
| Precision Image Analysis |
| Preclinical GPS |
| Presage Biosciences |
| Price Ford Inc |
| Project Management Consulting & Assoc |
| PSI Solutions Inc |
| Questiva |
| RareCyte Inc |
| RB Engineering Inc |
| Reliable Floor Coverings Inc |
| Restaurant Services Inc |
| Rolluda Architects Inc |
| Rusty Bradeen Trucking Inc |
| Ryan Snider Paintless Dent Repair LLC |
| Sana Biotechnology Inc |
| Scoville Public Relations LLC |
| Seattle Galvanizing |
| Segal Ranch LLC |
| Selkirk Pharma Inc |
| Semios USA Inc |
| Shiflett's Inc |
| SiDx Inc |
| Silverback Therapeutics Inc |
| Simcere of America |
| Slabjack NW LLC |
| SM Stemper Architects |
| SNBL USA |
| Snorkel Hot Tubs Inc |
| Soiltest Farm Consultants Inc |
| Sound Decision for Imaging Inc |
| Sound Life Sciences |
| Sound Pharmaceuticals Inc |
| South Sound Steel & Recycling |
| Spannerwerks LLC |
| Specter Ops Inc |
| Spencer Trucking LLC |
| S-Ray Incorporated |
| Star Equity Management LLC |
| Stateside Power Inc |
| Superior Grading and Paving LLC |
| Systems Interface |
| SystImmune Inc |
| Teknologize LLC |
| Thomas James International |
| Tony Lind Paving LLC |
| Top Pod Inc |
| Torrence Engineering LLC |
| Treinen Associates Inc |
| Tri-Ply Construction LLC |
| TSCM LLC (formerly Northwest Technology WA) |
| Ultrabac Software |
| United Systems Mechanical |
| Uptake Medical Technology |
| URC Ventures Inc |
| Uresco Construction Materials |
| Van Belle Excavating LLC |
| Velocity Partners LLC |
| Ware Enterprises Inc |
| West Coast Self Storage Group LLC |
| West Seattle Nursery |
| Wheeler Logging |
| Wildcat Seed |
| WISErg Corporation |
| Withrow Construction |
| Wren Construction Inc |
| YoR Labs Inc |
| Zenczak & Partners Architects |
| Ziegler Lumber Company |
| Zymeworks Biopharmaceuticals Inc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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