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SOUND HEALTH & WELLNESS RETIREE TRUST

EIN 91-1950259 BOTHELL, WA

Revenue 2022
-$46,860
Expenses 2022
$1,570,560

As filed

Subsection
09
Street
11724 NE 195TH ST STE 300

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).

Mission and programs · 2022

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS.

  • PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS.

As filed on the 2022 return.

Officers and directors · 2022

As listed in Part VII of the 2022 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Frank Jorgensen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • SCOTT KLITZKE POWERS

    TRUSTEE/CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • BRENT BOHN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • FAYE GUENTHER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • JOE MIZRAHI

    TRUSTEE/SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • YVONNE PETERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • SEAN HAMMOND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • SARAH CHERIN

    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

  • 2022
    Revenue
    -$46,860
    Expenses
    $1,570,560
    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
    $36,084
    Expenses
    $239,305
    Assets (EOY)
    $1,674,882
  • 2020 · 990

    Revenue
    $53,725
    Expenses
    $266,244
    Assets (EOY)
    $1,950,146
  • 2019 · 990

    Revenue
    $91,366
    Expenses
    $366,957
    Assets (EOY)
    $2,126,611
  • 2018 · 990

    Revenue
    $1,773,503
    Expenses
    $4,311,280
    Assets (EOY)
    $2,519,653
  • 2017 · 990

    Revenue
    $4,063,235
    Expenses
    $5,491,726
    Assets (EOY)
    $5,863,006
  • 2016 · 990

    Revenue
    $4,422,611
    Expenses
    $5,780,290
    Assets (EOY)
    $7,431,244
  • 2015 · 990

    Revenue
    $3,497,029
    Expenses
    $5,833,431
    Assets (EOY)
    $8,680,116
  • 2014 · 990

    Revenue
    $3,546,549
    Expenses
    $5,704,765
    Assets (EOY)
    $12,643,136
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $4,749,381
    Assets (EOY)
    $16,039,762
  • 2011 · 990

    Revenue
    not reported
    Expenses
    $3,838,402
    Assets (EOY)
    $17,019,554

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 2022 return

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related partnerships on its 2022 return

  • SEE PART VII-SUPPLEMENTAL INFO

Related corporations and trusts on its 2022 return

  • SEE PART VII - SUPPLEMENTAL INFORMATION

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 23 October 2026, for every organization at once. Returns through tax year 2022, the newest we have parsed for this organization.