Nonprofit · EIN 92-0174160
ASEA-AFSCME LOCAL 52 HEALTH BENEFITS TRUST
Tax-exempt · BOTHELL, WA 98011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $193,260,298 | $204,555,792 | -$11,295,494 | $257,525,693 | $33,407,112 | $224,118,581 |
| June 30, 2024 | 990 | $185,207,982 | $190,782,032 | -$5,574,050 | $262,374,440 | $26,661,932 | $235,712,508 |
| June 30, 2023 | 990 | $185,486,552 | $175,153,077 | $10,333,475 | $260,204,148 | $27,422,285 | $232,781,863 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $173,072,708
- Investment income
- $20,187,590
- Net gain from sales of assets
- $13,328,720
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $201,264,620
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $118,861
- Accounting fees
- $25,750
- Travel
- $64,473
Balance sheet and other
- Total assets, start of year
- $262,374,440
- Total assets, end of year
- $257,525,693
- Total liabilities, end of year
- $33,407,112
- Net assets, end of year
- $224,118,581
- Publicly traded securities
- $242,405,853
- Gross receipts
- $369,426,833
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2000
- State of legal domicile
- AK
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 |
|---|---|---|---|
| JODI ANDRES | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| TRACY COON | SECRETARY Trustee or director, Officer | 1 | $0 |
| BRITTANY STAKER | TRUSTEE (FORMERLY SECRETARY) Trustee or director | 1 | $0 |
| SHAWN STAKER | TRUSTEE Trustee or director | 1 | $0 |
| CHELSEA SIEH | TRUSTEE Trustee or director | 1 | $0 |
| CHARISSE MILLETT | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW HILLS | TRUSTEE (OUTGOING) Trustee or director | 1 | $0 |
| MICHAEL WILLIAMS | BOARD MEMBER EMERITUS Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JODI ANDRES | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| BRITTANY STAKER | SECRETARY Trustee or director, Officer | 1 | $0 |
| MICHAEL WILLIAMS | BOARD MEMBER EMERITUS Trustee or director | 1 | $0 |
| CHELSEA SIEH | TRUSTEE Trustee or director | 1 | $0 |
| CHARISSE MILLETT | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW HILLS | TRUSTEE Trustee or director | 1 | $0 |
| SHAWN STAKER | TRUSTEE Trustee or director | 1 | $0 |
| TRACY COON | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD SEWELL | TRUSTEE (OUTGOING) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHAWN STAKER | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| CHELSEA SIEH | SECRETARY Trustee or director, Officer | 1 | $0 |
| MICHAEL WILLIAMS | BOARD MEMBER EMERITUS Trustee or director | 1 | $0 |
| BRITTANY STAKER | TRUSTEE Trustee or director | 1 | $0 |
| CHARISSE MILLETT | TRUSTEE Trustee or director | 1 | $0 |
| JODI ANDRES | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD SEWELL | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW HILLS | TRUSTEE 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 INC
- Principal officer (990 for 2024)
- JODI ANDRES, PO BOX 5434, SPOKANE, WA 992050434
- Signed the 990
- JODI ANDRES, CHAIRMAN
- Phone
- (866) 553-8206
- Website
- WWW.ASEAHEALTH.ORG
- Return prepared by
- ANASTASI MOORE & MARTIN PLLC
Mission
TO PROVIDE HEALTH BENEFITS TO QUALIFIED PARTICIPANTS
Program accomplishments
- EMPLOYEE WELFARE BENEFIT 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
- 92-0174160
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $257,525,693
- Income (IRS master file)
- $369,426,833
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $193,260,298 | $204,555,792 | $257,525,693 | XML |
| 990 | June 2024 | $185,207,982 | $190,782,032 | $262,374,440 | IRS |
| 990 | June 2023 | $185,486,552 | $175,153,077 | $260,204,148 | XML |
| 990 | June 2022 | $194,268,845 | $172,322,405 | $244,698,282 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 92-0174160).
Questions about ASEA-AFSCME LOCAL 52 HEALTH BENEFITS TRUST
- What is the EIN of ASEA-AFSCME LOCAL 52 HEALTH BENEFITS TRUST?
- The employer identification number (EIN) of ASEA-AFSCME LOCAL 52 HEALTH BENEFITS TRUST is 92-0174160.
- Is ASEA-AFSCME LOCAL 52 HEALTH BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2002.
- Are donations to ASEA-AFSCME LOCAL 52 HEALTH BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ASEA-AFSCME LOCAL 52 HEALTH BENEFITS 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 ASEA-AFSCME LOCAL 52 HEALTH BENEFITS 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 ASEA-AFSCME LOCAL 52 HEALTH BENEFITS 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 ASEA-AFSCME LOCAL 52 HEALTH BENEFITS TRUST?
- The 990 for the year ended June 30, 2025 names JODI ANDRES.
- Who are the officers and directors of ASEA-AFSCME LOCAL 52 HEALTH BENEFITS TRUST?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does ASEA-AFSCME LOCAL 52 HEALTH BENEFITS TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $193,260,298, expenses of $204,555,792 and total assets of $257,525,693 at year end.
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All nonprofits in BOTHELL · Washington · Mutual and membership benefit