BUSINESS HEALTH TR: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BUSINESS HEALTH TR (EIN 36-7481494)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2015-03-04
- IRS object ID
- 201520639349300807
- Schema version
- 2013v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-04T11:15:56-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 422 W RIVERSIDE AVE STE 1420 | AddressLine1 |
| City | SPOKANE | City |
| State | WA | State |
| ZIP Code | 992010395 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367481494 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Business Health Trust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUSI | BusinessNameControlTxt |
| Phone | 2066251800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6 | AddressLine1 |
| City | Mukilteo | City |
| State | WA | State |
| ZIP Code | 98275 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sarai Childs | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2066251800 | PhoneNum |
| Signature | 2015-03-04 | 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 | 2015-03-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | Sarai Childs | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6 | AddressLine1 |
| City | Mukilteo | City |
| State | WA | State |
| ZIP Code | 98275 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,785,344 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | The Trust was established to hold insurance policies through which participating employers can provide programs of health and other insured welfare benefits under the employee benefit plans they maintain for their employees and dependents. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | 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 | $24,939,834 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,785,226 | CYProgramServiceRevenueAmt |
| PY Investment Income | $179 | PYInvestmentIncomeAmt |
| CY Investment Income | $118 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $24,940,013 | PYTotalRevenueAmt |
| CY Total Revenue | $23,785,344 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $21,941,173 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $20,831,071 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,858,479 | PYOtherExpensesAmt |
| CY Other Expenses | $2,888,103 | CYOtherExpensesAmt |
| PY Total Expenses | $24,799,652 | PYTotalExpensesAmt |
| CY Total Expenses | $23,719,174 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $140,361 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $66,170 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,483,394 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,450,616 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,110,937 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,011,989 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $372,457 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $438,627 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To maintain insurance policies through which participating employers can provide insured welfare benefits under the employee benefit plans they maintain for their employees and dependents. | 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 insured welfare 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | 42 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | 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 | Benefit Solutions Inc | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Mukilteo | City |
| State | WA | State |
| ZIP Code | 98275 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| Sarai Childs | |||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 |
| Emmy Jordan | |||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 |
| Maud Daudon | |||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | 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 (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Wells Fargo Insurance Services USA Inc | |||||
| PO Box 4100 | Portland | OR | 97208 | Consulting/Brokerage | $766,862 |
| Benefit Administration Company LLC | |||||
| 1200 Fifth Avenue Suite 1100 | Seattle | WA | 98101 | Third-Party Administraor | $495,698 |
| Davis Wright Tremaine LLP | |||||
| 1201 Third Avenue 2200 | Seattle | WA | 98101 | Legal Advisor | $115,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Employer contributions | 525100 | $23,652,673 | $23,652,673 |
| COBRA contributions | 525100 | $132,553 | $132,553 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,785,226 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $118 | TotalRevenueColumnAmt |
| Exclusion | $118 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,785,344 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,785,226 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $118 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,831,071 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $746,141 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,143 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,000 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,967,604 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,250 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,543 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,501 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Computer software maint | $10,500 |
| Unclaimed property paym | $2,764 |
| Website hosting and mai | $657 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,719,174 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,200 | BOYAmt |
| EOY | $11,353 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,862,637 | BOYAmt |
| EOY | $2,169,488 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,048 | BOYAmt |
| EOY | $67,181 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,509 | BOYAmt |
| EOY | $202,594 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,483,394 | BOYAmt |
| EOY | $2,450,616 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,244 | BOYAmt |
| EOY | $245,960 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,514,000 | BOYAmt |
| EOY | $19,150 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $529,693 | BOYAmt |
| EOY | $1,746,879 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,110,937 | BOYAmt |
| EOY | $2,011,989 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
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 | $372,457 | BOYAmt |
| EOY | $438,627 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,457 | BOYAmt |
| EOY | $438,627 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,483,394 | BOYAmt |
| EOY | $2,450,616 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $66,170 | 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 Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rate stabilization reserve | Desc |
| Book Value | $202,594 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $202,594 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Premiums due to insurers | $1,743,941 |
| Benefits payable | $2,938 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,746,879 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $23,785,344 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,785,344 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,785,344 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,501,988 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $529,693 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $529,693 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,972,295 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,746,879 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,746,879 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,719,174 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XII, Line 2d - Other Adjustments: | Premiums due to insurers at the end of the prior year 528,915. Benefits payable at the end of the prior year 778. |
| Part XII, Line 4b - Other Adjustments: | Premiums due to insurers at the end of the current year 1,743,941. Benefits payable at the end of the current year 2,938. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Sarai Childs | |||
| Trustee | $775,753 | Sarai Childs is both a Trustee of this trust and the Chief Administrative Officer of the Greater Seattle Chamber of Commerce (GSCC), the trust settlor, a participating employer contributing to this trust, and a service provider to this trust. During the year ended December 31, 2013, contributions to this trust from GSCC totaled $775,753. | 0 |
| Sarai Childs | |||
| Trustee | $311,563 | Sarai Childs is both a Trustee of this trust and the Chief Administrative Officer of the Greater Seattle Chamber of Commerce (GSCC), the trust settlor, a participating employer contributing to this trust, and a service provider to this trust. During the year ended December 31, 2013, fees paid to GSCC for administration, advertising and trustee fees totaled $311,563. | 0 |
| Emmy Jordan | |||
| Trustee | $775,753 | Emmy Jordan is both a Trustee of this trust and the Senior Vice President of Member Relations and Business Development of the Greater Seattle Chamber of Commerce (GSCC), the trust settlor, a participating employer contributing to this trust, and a service provider to this trust. During the year ended December 31, 2013, contributions to this trust from GSCC totaled $775,753. | 0 |
| Emmy Jordan | |||
| Trustee | $311,563 | Emmy Jordan is both a Trustee of this trust and the Senior Vice President of Member Relations and Business Development of the Greater Seattle Chamber of Commerce (GSCC), the trust settlor, a participating employer contributing to this trust, and a service provider to this trust. During the year ended December 31, 2013, fees paid to GSCC for administration, advertising and trustee fees totaled $311,563. | 0 |
| Maud Daudon | |||
| Trustee | $775,753 | Maud Daudon is both a Trustee of this trust and President and Chief Executive Officer of the Greater Seattle Chamber of Commerce (GSCC), the trust settlor, a participating employer contributing to this trust, and a service provider to this trust. During the year ended December 31, 2013, contributions to this trust from GSCC totaled $775,753. | 0 |
| Maud Daudon | |||
| Trustee | $311,563 | Maud Daudon is both a Trustee of this trust and President and Chief Executive Officer of the Greater Seattle Chamber of Commerce (GSCC), the trust settlor, a participating employer contributing to this trust, and a service provider to this trust. During the year ended December 31, 2013, fees paid to GSCC for administration, advertising and trustee fees totaled $311,563. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | The three Trustees of the Business Health Trust are all employees of the Greater Seattle Chamber of Commerce, the trust settlor and a contributing employer of this trust. |
| Form 990, Part VI, Section A, line 3 | The Trust has contracted with a third-party administrator (Benefit Administration Company, LLC) to provide bookkeeping and administrative services. Effective January 1, 2014, Benefit Solutions, Inc. replaced Benefit Administration Company, LLC as the Trust's third-party administrator. |
| Form 990, Part VI, Section A, line 7a | Trustees are appointed by the Greater Seattle Chamber of Commerce, the trust settlor and a contributing employer of this trust. |
| Form 990, Part VI, Section A, line 8b | There are no committeess with the authority to act on behalf of the Board of Trustees. |
| Form 990, Part VI, Section B, line 11 | The Form 990 was prepared under the guidance of the Trust's consultants, advisors, and legal counsel by the independent accounting firm SCHOEDEL & SCHOEDEL, Certified Public Accountants, PLLC. Draft copies of the organization's financial statements and Form 990 were first provided to the Trust's consultants, advisors, and legal counsel who reviewed the Form 990 for accuracy and completeness. Any questions, concerns, or issues raised by them were addressed, and any necessary revisions were made to the Form 990. The revised Form 990 was then provided to the Board of Trustees for its review and approval. Any additional questions, concerns, or issues raised by the Board of Trustees were addressed, and any necessary revisions were made to the Form 990. The final version of the Form 990 was reviewed, approved, and filed by the Board of Trustees. |
| Form 990, Part VI, Section C, line 19 | The Trust's governing documents, financial statements and Form 990 are available to the public upon written request by contacting the Trust in care of Benefit Solutions, Inc. at: P.O. Box 6, Mukilteo, WA 98275. |
| Form 990, Part VII, Section A, Line 1a: | The Trust does not compensate any of the members of the Board of Trustees. The Board is comprised of three individuals, all of whom are officers of the Seattle Metropolitan Chamber of Commerce (the Chamber), the settlor of the Trust. These individuals understand that as part of their employment with the the Chamber, they are to serve on the Trust's Board of Trustees. Their regular compensation from the Chamber takes into consideration services performed by them in regard to the Trust. In their roles as Trustees, all three are fiduciaries and understand their obligations under the Trust Agreement and the Trust's policies and procedures, which include a conflict of interest policy. The Trust does not readily have access to information related to the compensation paid by other entities to the Trustees. |
| Form 990 - Explanation of changes on amended return | After the filing of the Form 990 for the year ended December 31, 2013, it was determined that an error in the calculation of contributions and related employer contributions receivable for the year ended and as of December 31, 2013 had occurred. This error resulted in an overstatement of employer contributions, reported on Part VII line 2a, and employer contributions receivable, reported on Part X line 4, in the amount of $1,223,822 and a resulting overstatement of net assets available for benefits, reported on Part X line 33, in the same amount. The appropriate schedules in the the Form 990 have been amended. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greater Seattle Chamber of Commerce | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 Fifth Avenue Suite 2500 | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 981012611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910402330 | EIN |
| Primary Activities | Business advocacy | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(6) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (394 entries)
| A&B Machine and Hydraulics |
| Aaron Packaging |
| Abbott's Printing Inc |
| ACFEA Tour Consultants |
| Air Locker Inc |
| Aire Pro |
| AKS Architecture |
| Alexander Gow Inc |
| All Access Printing & Mailing |
| Allphaze Commercial |
| American Insure All |
| Anastasi Moore & Martin PLLC |
| Armadillo Self Storage aka Shiomi Invest |
| Armandinos Salumi |
| Artsfund |
| Ascend Consulting |
| Ashworth Homes |
| Associated Insurance Brokers |
| Atlas Columbia Warehouse |
| Attic Learning Company |
| Aunties Inc |
| B & C Trucking |
| Bailey Duskin PS |
| BAJI Group |
| Baker Foundation |
| Ballew's Hitch Truck & RV |
| Ballista Consulting LLC |
| Bargain Stores |
| Baydo's RV Center |
| Bear Enterprises |
| Bellingham Travel Service Inc |
| Benefit Administration Company |
| Bernd Moving Systems |
| Bidadoocom |
| Bigfork Orchards |
| Binyon Vision Center |
| Blind Squirrel |
| BLR Aerospace |
| BM Programming & Machining Services Inc |
| Boeing Employees Tennis Club |
| Bogard & Johnson |
| Bratonia Mechanical |
| Bremerton Transfer |
| Brian S Hughes DDS |
| Brink Investments LLC |
| Brookdale Golf Course |
| Brooks Rand Labs |
| Brown Dog & Betty Corp |
| Bruce Dees & Associates |
| Brutzmans Inc |
| Bucher Aerospace Corporation |
| Budget Key and Security Inc |
| CF Investments Inc |
| Camden Gardens |
| Carbide Processors Inc |
| Card Haus Inc |
| Cares of Washington |
| Carrol & Associates Inc |
| Carrothers & Co PLLC |
| Cascade Beef Inc |
| Cascade Pediatrics |
| Cascadia PM LLC |
| Cascadia Software |
| Center For Dental Health |
| Center For Minimally Invasive Surgery |
| Center for Spiritual Development |
| Centerforce |
| CenterTwist |
| Chefshopcom |
| Christensen Net Works |
| Christensen Net Works COBRA |
| Chuckanut Valley Veterinary Clinic |
| City Club |
| Clausen Law Firm |
| Clement & Drotz PLLC |
| Clinical & Forensic Psychology Inc PS |
| Coastal Marine Engine |
| Cocker Fennessy |
| Code Publishing |
| Columbia Valley Fruit |
| Community Center for Education Results |
| Complete Suite Furniture |
| Comprehensive Wealth Management |
| Corporate Computer Inc |
| Cost Less Prescriptions Fircrest |
| Cowart Gagnon Inc |
| CRF Metal Works |
| Cristalla Condominiums |
| DS Anderson Enterprises Inc |
| David C Goodwin DDS |
| DB Secure Shred |
| Delite Bakery |
| Demers & Gagnier |
| Densho |
| Design Service Corporation |
| DLM Trucking LLC |
| DMI Drilling |
| Don Willis Furniture Inc |
| D'Original Jewelers |
| Douglas Drachler & McKee LLP |
| Douglass Certified Prosthetics |
| Drs West & West PS |
| Duncan Asphalt Inc |
| E & L Wilson Farms |
| Earth Ministry |
| Economic Development Board |
| EDJ Precision Machine |
| Elmhurst Mutual Power |
| Emerald Automation |
| Emergency Physicians at Overlake |
| Empire Lighting |
| Engineered Products |
| Everett Pacific Industrial Rehab |
| Evergreen Forms Services Inc |
| Excel Automotive |
| Exvere Inc |
| Fair Housing Center of Washington |
| Fairview Partners LLC |
| Falcon Ridge Assisted Living |
| Falkin Associates Inc |
| Family Real Estate Services |
| FEV Analytics Corporation |
| Fir Lane Memorial Park |
| First Commercial Property |
| Fitz Towing |
| Freeborn Tool Company |
| Fresh Consulting |
| G H Moen LLC |
| Garde Capital |
| Garrisons Home Appliance |
| Geminus Technology |
| Gene Johnson Plumbing |
| Geyer Coburn Hutchins |
| GHB Inc |
| Glaser Progress Foundation |
| Glass Eye Studio Corp |
| Grantmakers in the Arts |
| Graphic Services Inc |
| Green Baron |
| Guardian Escrow Inc |
| Haase Landscape Inc |
| Hagel & Company |
| HenryBuilt |
| Hentschell & Associates |
| Herculano Martinez & Sons |
| High Cedars Golf Club |
| Hill Design & Construction |
| HKP Architects LLP |
| Hoffman Music |
| Home Attendant Care |
| Hough Beck & Baird |
| Huebner Dooley and McGinness PS |
| Humanities Washington |
| Hume Investments Inc |
| Hurley Engineering Company |
| Husky Ice Cream |
| Image Source |
| Industrial Automation Inc |
| Interlube International Inc |
| Interocean Seafoods |
| Interstate Construction Group |
| Island Recycling |
| J & D Hydraulic |
| J Kent Bailey Sales |
| JC Hawkins - dba Enviroshield |
| Jayray Ads & PR |
| Jereva Inc |
| JMS Construction |
| John C Radovich Development |
| Johnson HR Consulting Inc |
| JPI Worldwide |
| Jubilee Academy |
| K L Manufacturing Company |
| Kawabe Memorial House |
| KDW Salas OBrien |
| Kinematics Marine Equipment |
| Kitchen ReStylers Inc |
| KO Investment Group Inc |
| Kocer Consulting |
| KRCI LLC |
| LaBonde Land Inc |
| Larry Steele & Associates |
| Laughlin Supply Company |
| Law Offices of Karen J Zimmer |
| Leonard Creative |
| LG Consulting LLC |
| Limited Productions LLC |
| Lincoln Square Cinemas |
| Livingston Printing |
| Local Development Council |
| Lopez & Paluck PS |
| Mac's Stores Inc |
| Mainspring Wealth Advisors |
| Maltby Christian Assembly |
| Marshall Marketing Group |
| Martin Nelson and Company |
| McCutchen Group LLC |
| Meeco Manufacturing Co |
| Meeteor Inc |
| Midas |
| Mist'er Rain |
| Mitchell Trucking and Paving Inc |
| Monet Painting of WA |
| Moose Logic |
| Morgan Truck Repair LLC |
| Mountain Moving & Storage |
| Narum Concrete Construction |
| National Center for APEC |
| Newaukum Wealth Management LLC |
| Newman Du Wors |
| Norquest Realty |
| North Shore Golf Associates Inc |
| Northern Lights Capital Group LLC |
| Northern Prince LLC |
| Northwest Grain Growers |
| Northwest Harvest |
| Northwest Women's Health |
| NuWest Group Holdings |
| NW Neurosciences |
| Nyhus Communications LLC |
| Oasis Farms Inc |
| Ocean Park Mechanical |
| Ohana Media Group |
| Old Bellevue Services LLC |
| Olympia Physical Therapy |
| Olympic Spine & Sport Therapy |
| Olympic View Baptist Church |
| OMNI Retail Group LLC |
| On Hold Concepts Inc |
| O'Neill Consulting |
| OneMedNet Corp |
| OneOcean Corporation |
| Orthodontic & Pediatric Dental |
| Ortlieb USA LLC |
| Owens Davies Fristoe Taylor Shultz PS |
| Pacific Container Corp |
| Pacific Produce |
| Pacific Seafood Processor |
| Pacific Terminals |
| Pacific Torque Inc |
| Pacific West Financial Consultants Inc |
| Parkview Pediatrics |
| Patricia R Kelly DMD PLLC |
| Patriot Fire Protection |
| Peace Community Center |
| Penco Enterprises Inc |
| Perfection Tire No 6 Inc |
| Peter D Swindley Architects Interiors |
| Philips Medical |
| Pico Computing |
| Pierce County Medical Society |
| Pinnacle Lumber & Plywood |
| Planet Earth Foundation |
| Plese Printing |
| PocketiNet Communications |
| Point Reach |
| Point Roberts Marketplace |
| Port City Services |
| Poulsbo Compounding Pharmacy |
| Premier Product Management |
| Pressworks |
| Pressworks |
| Production Plating |
| Production Plating |
| Prolumina LLC |
| Prostock Athletic |
| PSC Inc |
| Puget Sound Health Alliance |
| Puget Sound Pilots |
| Pump Industries |
| Queen City Auto Rebuild Inc |
| Quik Stop Licensing |
| Rainbow Federal |
| Red Head Steering Gears |
| Red Lotus Restaurant |
| Reelworld Production |
| Rental Housing Assoc of Puget Sound |
| Reservation Outpost |
| Riverside Collision |
| Rogue Motor Freight |
| Rotovac Corporation |
| Royal Ridge Fruit & Cold Storage LLC |
| Sage Advisors LLC |
| Sam & Jenny Inc |
| Scanivalve |
| SCJ Alliance |
| SCOLR Pharma Inc |
| Seattle Barrel & Cooperage Co |
| Seattle Curtain Mfg |
| Seattle Freight Service Inc |
| Seattle Interiors LLC |
| Seattle Metropolitan Chamber of Commerce |
| Seattle Safety |
| Seattle School of Theology & Psychology |
| Sebastian's Closet |
| Servicemaster Services |
| SGS Glass Co Inc |
| Shea Carr Jewell Inc |
| Signature Home Sales LLC |
| Silicon Designs Inc |
| Skagit County EMS |
| Skypac Parts & Supply |
| Sloane Investment Company |
| Sno Valley Process Solutions Inc |
| Sonshine Collision Services Inc |
| Sound Life Church |
| Soundcare Inc |
| Southeast Effective Development |
| Spectrum Development |
| Spud Fish & Chip |
| Star Ice & Fuel |
| Star Printing |
| Steel Fab Inc |
| Stillwater Marine |
| STJ-CA Inc |
| Summit Power Group |
| Summit Water & Supply |
| Sun Liquor |
| Sun Precautions Inc |
| Sung Won Company |
| Superlon Plastics Co Inc |
| Sushi Town Inc |
| Systems Auditing USA Inc |
| T&T Moore Enterprises |
| T&T Moore Enterprises |
| Tacoma Book Center |
| Tacoma Dental Lab |
| Tacoma Landmark Association |
| Tacoma PC Association of Realtors |
| Tacoma Pierce County Chamber |
| Tacoma Regional CVB |
| Tacoma Steel Supply |
| Tacoma Symphony Orchestra |
| Tagaris Winery |
| Tagmaster North America |
| TCF Architecture PLLC |
| Tech City Bowl |
| Tech Marine Enterprises |
| Tempest Financial Services Inc |
| The CheeseMan Corporation |
| The Gottman Institute |
| The Myers Associates PC |
| The Triad Group Inc |
| The Wager Group Inc |
| ThinkGrid LLC |
| Thompson Smitch Consulting |
| Thrifty Park |
| Thunderbird Trading Post |
| Tiin Ma Logging |
| Tiny's Tire Center |
| TNTGamble Inc |
| Tochterman Management |
| Together |
| Transitional Resources |
| Travel Center Inc |
| Tree Law Office |
| Trey Marie Vineyard LLC |
| Tucci & Sons |
| Tueffers Guckian Gamon PLLC |
| Unibank |
| UNIC USA Corp |
| University Cooperative School |
| Urban League of Metropolitan Seattle |
| Urologic NW Surgeons PS |
| USchedule LLC |
| Utilikilts Co |
| Valley Best Way Building Supply Inc |
| Valley Real Life |
| Vaughan Safety Inc |
| Vendaria Media |
| Vennworks Inc |
| Vestad & Lewis LLC |
| VirtualQube |
| Vittana |
| VoiceBox Technologies |
| Walla Walla Grocery Outlet |
| Walthew Farms Partnership |
| Walt's Mailing Service |
| Washington Carriers |
| Washington Physicians Health |
| Weed Graafstra & Benson Inc PS |
| Weinman Consulting |
| Western Washington Pathology |
| Westgate Family Medicine |
| Whatcom Meadows Camping Assoc |
| WHH Nisqually Federal Services LLC |
| Woodland Pattern Inc |
| WSB Sheetmetal Co |
| Yakima Surgical Associates PLLC |
| YouTell Biochemical Inc |
| Youth for Christ Tacoma Area |
| Youth Suicide Prevention Program |
| Z Firm LLC |
| Ziemek Dental Lab |
| 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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