Nonprofit · EIN 91-1514696
WASHINGTON BAKERS RETIREE WELFARE TRUST
Tax-exempt · BOTHELL, WA 98011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $846,766 | $445,380 | $401,386 | $4,851,978 | $35,605 | $4,816,373 |
| June 30, 2024 | 990 | $720,898 | $395,773 | $325,125 | $4,421,763 | $32,312 | $4,389,451 |
| June 30, 2023 | 990 | $651,112 | $420,584 | $230,528 | $3,976,006 | $28,139 | $3,947,867 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $655,140
- Investment income
- $191,626
- Net gain from sales of assets
- $113,521
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $306,785
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $4,500
- Accounting fees
- $22,226
Balance sheet and other
- Total assets, start of year
- $4,421,763
- Total assets, end of year
- $4,851,978
- Total liabilities, end of year
- $35,605
- Net assets, end of year
- $4,816,373
- Publicly traded securities
- $3,864,973
- Gross receipts
- $5,898,818
- Employees
- 0
- Volunteers
- 4
- Year formed
- 1991
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHERYL STONE | CHAIRMAN, UNION TRUSTEE Trustee or director, Officer | 1 | $0 |
| BIJAN JALILI | SECRETARY, EMPLOYER TRUSTEE Trustee or director, Officer | 1 | $0 |
| JERRY D'AMBROSIO | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| STEVEN PETERS | UNION TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHERYL STONE | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| BIJAN JALILI | SECRETARY Trustee or director, Officer | 1 | $0 |
| JERRY D'AMBROSIO | TRUSTEE Trustee or director | 1 | $0 |
| STEVEN PETERS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHERYL STONE | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| BIJAN JALILI | SECRETARY Trustee or director, Officer | 1 | $0 |
| JERRY D'AMBROSIO | TRUSTEE Trustee or director | 1 | $0 |
| STEVEN PETERS | TRUSTEE Trustee or director | 1 | $0 |
| BOB MCLAUCHLIN | TRUSTEE(OUTGOING) Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 11724 NE 195TH ST STE 300, BOTHELL, WA 98011-3568
- In care of
- % ZENITH ADMINISTRATORS
- Principal officer (990 for 2024)
- CHERYL STONE, 11724 NE 195TH STREET 300, BOTHELL, WA 980118242
- Signed the 990
- CHERYL STONE, CHAIRMAN
- Phone
- (206) 282-4100
- Return prepared by
- ANASTASI MOORE & MARTIN PLLC
Mission
TO PROVIDE DENTAL AND PRESCRIPTION DRUG BENEFITS TO QUALIFIED PARTICIPANTS AS SPECIFIED IN THE PLAN.
Program accomplishments
- TO PROVIDE DENTAL AND PRESCRIPTION DRUG BENEFITS TO QUALIFIED PARTICIPANTS AS SPECIFIED IN THE PLAN.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 91-1514696
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,851,978
- Income (IRS master file)
- $5,898,818
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $846,766 | $445,380 | $4,851,978 | XML |
| 990 | June 2024 | $720,898 | $395,773 | $4,421,763 | IRS |
| 990 | June 2023 | $651,112 | $420,584 | $3,976,006 | XML |
| 990 | June 2022 | $625,325 | $437,959 | $3,710,108 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 91-1514696).
Questions about WASHINGTON BAKERS RETIREE WELFARE TRUST
- What is the EIN of WASHINGTON BAKERS RETIREE WELFARE TRUST?
- The employer identification number (EIN) of WASHINGTON BAKERS RETIREE WELFARE TRUST is 91-1514696.
- Is WASHINGTON BAKERS RETIREE WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
- Are donations to WASHINGTON BAKERS RETIREE WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WASHINGTON BAKERS RETIREE WELFARE TRUST 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 WASHINGTON BAKERS RETIREE WELFARE TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WASHINGTON BAKERS RETIREE WELFARE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WASHINGTON BAKERS RETIREE WELFARE TRUST?
- The 990 for the year ended June 30, 2025 names CHERYL STONE.
- Who are the officers and directors of WASHINGTON BAKERS RETIREE WELFARE TRUST?
- The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does WASHINGTON BAKERS RETIREE WELFARE TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $846,766, expenses of $445,380 and total assets of $4,851,978 at year end.
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