Nonprofit · EIN 91-6029124
PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST FUND
Tax-exempt · SEATTLE, WA 98124
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $138,058,976 | $142,164,456 | -$4,105,480 | $54,080,888 | $60,577,356 | -$6,496,468 |
| July 31, 2024 | 990 | $123,329,057 | $136,364,520 | -$13,035,463 | $64,609,122 | $66,548,741 | -$1,939,619 |
| July 31, 2023 | 990 | $128,577,306 | $143,671,960 | -$15,094,654 | $82,017,887 | $64,928,532 | $17,089,355 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $134,478,693
- Investment income
- $3,512,634
- Net gain from sales of assets
- $2,356,523
- Other revenue
- $67,649
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $132,798,112
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $195,411
- Accounting fees
- $241,242
Balance sheet and other
- Total assets, start of year
- $64,609,122
- Total assets, end of year
- $54,080,888
- Total liabilities, end of year
- $60,577,356
- Net assets, end of year
- -$6,496,468
- Publicly traded securities
- $33,066,736
- Gross receipts
- $207,703,630
- Employees
- 32
- Volunteers
- 9
- Year formed
- 1954
- 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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANET LEWIS END 01012025 | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| SEAN BAGSBY | TRUSTEE Trustee or director | 1 | $0 |
| GILLIAN BURLINGHAM START 08012024 | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| BARRY SHERMAN END 01012025 | SECRETARY Trustee or director, Officer | 1 | $0 |
| MICHAEL BROBERG END 08012024 | TRUSTEE Trustee or director | 1 | $0 |
| MARV NELSON | TRUSTEE Trustee or director | 1 | $0 |
| JAMESON SCHWETZ START 01012025 | SECRETARY Trustee or director, Officer | 1 | $0 |
| LISA KENYON START 08012024 | TRUSTEE Trustee or director | 1 | $0 |
| NICOLE GRANT START 08012024 | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended July 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANET LEWIS | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| SEAN BAGSBY | TRUSTEE Trustee or director | 1 | $0 |
| GILLIAN BURLINGHAM | TRUSTEE Trustee or director | 1 | $0 |
| BARRY SHERMAN | SECRETARY Trustee or director, Officer | 1 | $0 |
| MICHAEL BROBERG | TRUSTEE Trustee or director | 1 | $0 |
| MARV NELSON | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended July 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANET LEWIS | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| SEAN BAGSBY | TRUSTEE Trustee or director | 1 | $0 |
| GILLIAN BURLINGHAM | TRUSTEE Trustee or director | 1 | $0 |
| BARRY SHERMAN | SECRETARY Trustee or director, Officer | 1 | $0 |
| MICHAEL BROBERG | TRUSTEE Trustee or director | 1 | $0 |
| MARV NELSON | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 34203, SEATTLE, WA 98124-1203
- Principal officer (990 for 2024)
- GILLIAN BURLINGHAM, PO BOX 34203, SEATTLE, WA 98124
- Signed the 990
- GILLIAN BURLINGHAM, TRUSTEE
- Phone
- (206) 441-7574
- Website
- WWW.PSEWTRUSTS.COM
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
PROVIDED HEALTH AND VACATION BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS
Program accomplishments
- PROVIDED HEALTH AND VACATION BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS AS SPECIFIED BY 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 91-6029124
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1958
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $54,080,888
- Income (IRS master file)
- $207,703,630
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $138,058,976 | $142,164,456 | $54,080,888 | XML |
| 990 | July 2024 | $123,329,057 | $136,364,520 | $64,609,122 | XML |
| 990 | July 2023 | $128,577,306 | $143,671,960 | $82,017,887 | XML |
| 990 | July 2022 | $128,060,108 | $122,564,902 | $87,862,147 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 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 91-6029124).
Questions about PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST FUND
- What is the EIN of PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST FUND?
- The employer identification number (EIN) of PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST FUND is 91-6029124.
- Is PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1958.
- Are donations to PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST FUND 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 PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST FUND due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST FUND?
- The 990 for the year ended July 31, 2025 names GILLIAN BURLINGHAM.
- Who are the officers and directors of PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST FUND?
- The 990 for the year ended July 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST FUND have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $138,058,976, expenses of $142,164,456 and total assets of $54,080,888 at year end.
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