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SCHOOL DISTRICT 1 HEALTH & WELFARE TRUST FUND

EIN 93-6090239 TUALATIN, OR

Largest nonprofits in Oregon

Revenue 2024
$114,156,889
Expenses 2024
$119,966,378

As filed

Subsection
09
Classification
1000
Street
12205 SW TUALATIN RD STE 200

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

6 other organizations in the IRS Business Master File list the same street address. matched by us

This address is a suite or unit (STE 200). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

To provide health and life insurance benefits to participants, as defined in various collective bargaining agreements, and their eligible spouses and dependents in accordance with the terms of the benefit plans offered.

Activities or mission (Part I)

To provide life insurance benefits to participant, as defined in various collective bargaining agreements, and their eligible spouses and dependents in accordance with the terms of the benefit plans offered.

  • To provide health benefits to eligible participants and their dependents.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Ligena Helm

    Co-Chair

    Total calculated
    $0
    Hours/week
    1
  • Stacey Lukas

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Molly Romay

    Alt. Trustee

    Total calculated
    $0
    Hours/week
    1
  • Emily Linnertz

    Alt. Trustee

    Total calculated
    $0
    Hours/week
    1
  • Gwen Sullivan

    Co-Chair

    Total calculated
    $0
    Hours/week
    1
  • Russ Peterson

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Brian Hlaberg

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Steve Lancaster

    Alt Trustee

    Total calculated
    $0
    Hours/week
    1
  • Michelle Batten

    Co-Chair

    Total calculated
    $0
    Hours/week
    1
  • Tammy Adams

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Elizabeth Held

    Alt Trustee

    Total calculated
    $0
    Hours/week
    1
  • Dave Donachie

    Co-Chair

    Total calculated
    $0
    Hours/week
    1
  • Jennie Johnson

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Kerry Young

    Alt 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $114,156,889
    Expenses
    $119,966,378
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $106,682,288
    Expenses
    $108,476,117
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $105,365,188
    Expenses
    $101,846,255
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $102,437,300
    Expenses
    $100,464,725
    Assets (EOY)
    $35,939,491
  • 2020 · 990

    Revenue
    $90,617,983
    Expenses
    $88,267,507
    Assets (EOY)
    $33,999,161
  • 2020 · 990

    Revenue
    $91,465,905
    Expenses
    $88,994,297
    Assets (EOY)
    $33,999,161
  • 2019 · 990

    Revenue
    $89,243,404
    Expenses
    $90,873,036
    Assets (EOY)
    $29,141,072
  • 2018 · 990

    Revenue
    $90,985,758
    Expenses
    $89,407,011
    Assets (EOY)
    $30,583,727
  • 2017 · 990

    Revenue
    $85,146,697
    Expenses
    $84,664,293
    Assets (EOY)
    $43,395,935
  • 2014 · 990

    Revenue
    $73,834,171
    Expenses
    $72,787,289
    Assets (EOY)
    $31,001,479
  • 2014 · 990

    Revenue
    $73,834,171
    Expenses
    $72,787,289
    Assets (EOY)
    $30,903,132
  • 2013 · 990

    Revenue
    $72,878,704
    Expenses
    $70,467,798
    Assets (EOY)
    $24,869,838
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $71,338,752
    Assets (EOY)
    $19,990,180

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

  • Portland Public Schools

    501c · Public Sch · OR

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.