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Nonprofit · EIN 36-7481494

BUSINESS HEALTH TR

Also known as STEVE LEAHY TTEE

Tax-exempt · MUKILTEO, WA 98275

Financials

$130.4M$129.8M2023$152.9M$152.3M2024
Revenue Expenses · by fiscal year end
Financials of BUSINESS HEALTH TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$152,934,586$152,269,083$665,503$18,918,538$12,105,282$6,813,256
December 31, 2023990$130,376,377$129,810,626$565,751$16,063,817$9,916,064$6,147,753
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$152,625,084
Investment income
$223,366
Other revenue
$86,136

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$134,289,765
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$83,696
Accounting fees
$38,400

Balance sheet and other

Total assets, start of year
$16,063,817
Total assets, end of year
$18,918,538
Total liabilities, end of year
$12,105,282
Net assets, end of year
$6,813,256
Gross receipts
$152,934,586
Employees
0
Volunteers
0
Year formed
2007
State of legal domicile
WA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
TONY WILLIAMSTRUSTEE
Trustee or director
0.5$0
JEN CROFTONTRUSTEE
Trustee or director
0.5$0
CARY BADGERTRUSTEE
Trustee or director
0.5$0
EVELYN LEMOINETRUSTEE
Trustee or director
0.5$0
MARY BYRNETRUSTEE
Trustee or director
0.5$0
BARBARA ANDREWSTRUSTEE
Trustee or director
0.5$0
MATT KOLACZTRUSTEE
Trustee or director
0.5$0
DENISE GIAMBALVOTRUSTEE
Trustee or director
0.5$0
SARAI CHILDSCONTRACTED EXECUTIVE DIRECTOR
Officer
40$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
Evelyn LemoineTrustee
Trustee or director
0.5$0
Tony WilliamsTrustee
Trustee or director
0.5$0
Jen CroftonTrustee
Trustee or director
0.5$0
Cary BadgerTrustee
Trustee or director
0.5$0
Mary ByrneTrustee
Trustee or director
0.5$0
Beth DamisTrustee
Trustee or director
0.5$0
Barbara AndrewsTrustee
Trustee or director
0.5$0
Simone LobanTrustee
Trustee or director
0.5$0
Denise GiambalvoTrustee
Trustee or director
0.5$0
Matt KolaczTrustee
Trustee or director
0.5$0
Sarai ChildsContracted Executive Direc
Officer
40$0

Address and contacts

Address (IRS master file)
PO BOX 6, MUKILTEO, WA 98275-0006
In care of
% GREATER SEATTLE CHAMBER OF COMMER
Principal officer (990 for 2024)
TONY WILLIAMS, PO BOX 6, MUKILTEO, WA 98275
Signed the 990
TONY WILLIAMS, TRUSTEE
Phone
(425) 771-7359
Return prepared by
ANASTASI MOORE & MARTIN PLLC

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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
36-7481494
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2013
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$18,918,538
Income (IRS master file)
$152,934,586

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$152,934,586$152,269,083$18,918,538IRS
990December 2023$130,376,377$129,810,626$16,063,817XML
990December 2022$114,295,689$114,339,481$13,074,782IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-7481494).

Questions about BUSINESS HEALTH TR

What is the EIN of BUSINESS HEALTH TR?
The employer identification number (EIN) of BUSINESS HEALTH TR is 36-7481494.
Is BUSINESS HEALTH TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2013.
Are donations to BUSINESS HEALTH TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BUSINESS HEALTH TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BUSINESS HEALTH TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BUSINESS HEALTH TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of BUSINESS HEALTH TR?
The 990 for the year ended December 31, 2024 names TONY WILLIAMS.
Who are the officers and directors of BUSINESS HEALTH TR?
The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does BUSINESS HEALTH TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $152,934,586, expenses of $152,269,083 and total assets of $18,918,538 at year end.

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