Form 990 for tax year 2023
Filed by NORTHWEST INSULATION WORKERS WELFARE TRUST.
Totals
- Total revenue
- $9,409,750
- Total expenses
- $9,185,502
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $8,147,594
- Investment income
- $881,778
- Other revenue
- $380,378
- Total assets, end of year
- $30,798,605
- Total liabilities, end of year
- $4,947,932
- Net assets or fund balances, end of year
- $25,850,673
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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: EMPLOYER CONTRIB.
total $7,848,610 · related or exempt $7,848,610
-
2b · Program service revenue: EMPLOYEE CONTRIB.
total $298,984 · related or exempt $298,984
-
3 · Investment income
total $677,867 · related or exempt $677,867
-
7a · Gross sales of assets other than inventory
securities $17,465,236
-
7b · Less cost or other basis and sales expenses
securities $17,261,325
-
7c · Gain or loss
securities $203,911
-
7d · Net gain or loss
total $203,911 · related or exempt $203,911
-
11a · Other revenue: FORMULARY REBATES
total $379,839 · related or exempt $379,839
-
11b · Other revenue: OTHER INCOME
total $539 · related or exempt $539
-
11e · Other revenue, total
$380,378
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $8,400,827
-
11b · Fees: legal
total $25,078
-
11c · Fees: accounting
total $15,076
-
11f · Fees: investment management
total $73,445
-
11g · Fees: other
total $618,842
-
13 · Office expenses
total $20,400
-
19 · Conferences, conventions and meetings
total $19,557
-
23 · Insurance
total $12,277
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,858,695 · end of year $2,601,063
-
2 · Savings and temporary cash investments
beginning of year $219,138 · end of year $401,259
-
4 · Accounts receivable
beginning of year $1,236,307 · end of year $1,022,725
-
11 · Investments: publicly traded securities
beginning of year $23,621,970 · end of year $26,773,558
-
17 · Accounts payable and accrued expenses
beginning of year $114,203 · end of year $56,129
-
25 · Other liabilities
beginning of year $4,276,768 · end of year $4,891,803
-
31 · Retained earnings, endowment or other funds
beginning of year $24,545,139 · end of year $25,850,673
Mission and programs · 2023
Mission
TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS OF THE PLAN
-
DISBURSEMENTS USED TO PROVIDE HEALTH & WELFARE BENEFITS TO QUALIFIED PARTICIPANTS AS SPECIFIED IN THE PLAN.
-
DISBURSEMENTS USED TO PROVIDE HEALTH & WELFARE BENEFITS TO QUALIFIED PARTICIPANTS AS SPECIFIED IN THE PLAN.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Monty AndersonMONTY ANDERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rian DavisRIAN DAVIS
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Britt FreelBRITT FREEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John HernandezJOHN HERNANDEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rory HomesRORY HOMES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Todd MitchellTODD MITCHELL
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Terry G PhilleyTERRY G PHILLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sonny SandrettoSONNY SANDRETTO
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.
-
ASBESTOS LOCAL 82
-
HEAT & FROST INSULATORS LOCAL 7
-
SEATTLE ASBESTOS WKRS JATC
-
SEATTLE BLDG AND CONSTRUCTION TRADE
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 partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
THERMAX INSULATION LLC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
A P I INC
-
AARC - WEST MECHANICAL
-
ACE MECHANICAL
-
AIS INC
-
ARGUS CONTRACTING DBA
-
ASB LU 82 ALUMNI
-
BOYTER BROTHERS LLC
-
D & G MECHANICAL
-
DAY AND ZIMMERMAN
-
DKB INC
-
ENERGY SOLUTIONS
-
EXCEL PACIFIC
-
GLOBAL SCAFFOLD CONSTRUCTION
-
HECKMAN INC
-
HOLADAY PARKS
-
HUDSON BAY INSULATION
-
INDUSTRIAL INSULATION
-
JEWEL MECHANICAL LLC
-
JKAY INC
-
K FOX INSULATION INC
-
KM THERMAL TECH
-
LIFE SAFETY SOLUTION
-
LOUIS A ROSER COMPANY
-
MECHANICAL INSULATING
-
NAES POWER CONTRACTORS
-
PERFORMANCE CONTRACTING
-
PUGET SOUND MECHANICAL
-
SAFWAY SERVICES INC
-
SKYWAY DBA APACHE
-
TANZ MECHANICAL
-
THE JAMAR COMPANY
-
VALLEY MECHANICAL INS
-
WASTE TREATMENT COMPLE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501059349302935
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