Skip to content
Nonprofiteer
← WESTERN STATES LOCAL UNION TRUST FUND OF THE OFFICE EMPLOYEES INTER

Form 990 for tax year 2023

Filed by WESTERN STATES LOCAL UNION TRUST FUND OF THE OFFICE EMPLOYEES INTER.

Totals

Total revenue
$21,117,254
Total expenses
$20,949,615
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$20,656,724
Investment income
$418,451
Other revenue
$42,079
Total assets, end of year
$17,939,100
Total liabilities, end of year
$3,237,719
Net assets or fund balances, end of year
$14,701,381
Program services expenses (Part IX)
$20,949,615
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYEE CONTRIBUTION

    total $19,565,759 · related or exempt $19,565,759

  • 2b · Program service revenue: EMPLOYER CONTRIBUTION

    total $1,090,965 · related or exempt $1,090,965

  • 3 · Investment income

    total $418,451 · related or exempt $418,451

  • 11a · Other revenue: EXPERIENCE REFUND

    total $42,079 · related or exempt $42,079

  • 11e · Other revenue, total

    $42,079

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $20,534,915 · program services $20,534,915

  • 11b · Fees: legal

    total $24,584 · program services $24,584

  • 11c · Fees: accounting

    total $24,207 · program services $24,207

  • 11f · Fees: investment management

    total $12,083 · program services $12,083

  • 11g · Fees: other

    total $249,417 · program services $249,417

  • 23 · Insurance

    total $33,960 · program services $33,960

  • 24a · Other expenses: BANK CHARGES

    total $33,673 · program services $33,673

  • 24b · Other expenses: PRINTING

    total $19,222 · program services $19,222

  • 24c · Other expenses: MEETINGS AND CONFERENCES

    total $7,262 · program services $7,262

  • 24d · Other expenses: DOMESTIC PARTNER PR TAX

    total $5,180 · program services $5,180

  • 24e · All other expenses

    total $5,112 · program services $5,112

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,839,684 · end of year $1,796,382

  • 4 · Accounts receivable

    beginning of year $1,478,980 · end of year $1,441,666

  • 9 · Prepaid expenses and deferred charges

    beginning of year $26,287 · end of year $4,844

  • 11 · Investments: publicly traded securities

    beginning of year $13,512,625 · end of year $14,696,208

  • 17 · Accounts payable and accrued expenses

    beginning of year $20,895 · end of year $11,839

  • 25 · Other liabilities

    beginning of year $3,197,728 · end of year $3,225,880

  • 31 · Retained earnings, endowment or other funds

    beginning of year $13,638,953 · end of year $14,701,381

Mission and programs · 2023

Mission

TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.

  • TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.

As filed on the 2023 return.

Listed in Part VII

  • Howard Bell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Debi Van Camp

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Niki Jordan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Karyn Morrison

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Darcy Noxon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Cheyenne Russell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • COLUMBIA PAC BLDG TRADES

  • ELEVATORS CONSTRUCTORS

  • IBEW LOCAL 291

  • IBEW LOCAL 354 FCU

  • ILWU LOCAL 40

  • ILWU LOCAL UNION 8

  • IRONWORKERS LOCAL 14

  • IRONWORKERS LOCAL 29

  • IRONWORKERS LOCAL 516

  • IRONWORKERS USA FCU

  • IUPAT DIST COUNCIL 5

  • LABORS COMM SERV AG INC

  • LOWER COLUMBIA LONGSHORE

  • MACHINISTSBOILERMKRS FCU

  • NORTHWEST LABOR PRESS

  • NW OREGON LABOR COUNCIL

  • OPEIU LOCAL 11

  • OR FED OF NURSES 5017

  • OR STATE BLDG & CONST TRD

  • OREGON AFL-CIO

  • PAC NW IRONWORKERS JATC

  • PACIFIC NW IRONWORKERS

  • PLUMBERS LU 598

  • PLUMBERS LU 598 JATC

  • SKAMANIA COUNTY

  • SOUTHCOAST ILWU FCU

  • STUDENTS COOPERATIVE ASSOCIATION

  • UA LOCAL 290

  • UA LOCAL 290 TRAINING

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • MANOR MGMT SERVICES INC

  • NW NATURAL GAS

  • NW NATURAL GAS - LIFE

Provenance

Return type
form_990
Tax year
2023
Filed
16 December 2024
IRS schema version
2023v5.0
Source object
202443519349301664

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.