Nonprofit · EIN 93-6021474
MONTANA TEAMSTERS EMPLOYERS TRUST 1014 RRB NO
Tax-exempt · SEATTLE, WA 98102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $30,704,167 | $31,665,968 | -$961,801 | $45,873,938 | $6,153,050 | $39,720,888 |
| June 30, 2024 | 990 | $31,343,446 | $28,100,399 | $3,243,047 | $45,748,790 | $6,603,475 | $39,145,315 |
| June 30, 2023 | 990 | $30,657,288 | $27,091,409 | $3,565,879 | $40,890,645 | $6,477,718 | $34,412,927 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $29,089,638
- Investment income
- $1,613,814
- Net gain from sales of assets
- $299,342
- Other revenue
- $715
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $29,706,058
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $28,716
- Accounting fees
- $94,997
- Travel
- $31,630
Balance sheet and other
- Total assets, start of year
- $45,748,790
- Total assets, end of year
- $45,873,938
- Total liabilities, end of year
- $6,153,050
- Net assets, end of year
- $39,720,888
- Publicly traded securities
- $31,997,997
- Net assets without donor restrictions
- $39,720,888
- Gross receipts
- $64,041,416
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1957
- State of legal domicile
- MT
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 |
|---|---|---|---|
| JIM SOUMAS | CHAIRMAN, UNION TRUSTEE Trustee or director, Officer | 1 | $0 |
| BRIAN PERSON | SECRETARY, EMPLOYER TRUSTEE Trustee or director, Officer | 1 | $0 |
| KYLE SCHELLINGER | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| DAVID DEVORE | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| LARRY ORTEGA | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| MIKE WILSON | EMPLOYER TRUSTEE (OUTGOING) Trustee or director | 1 | $0 |
| DARREN DAVIS | UNION TRUSTEE Trustee or director | 1 | $0 |
| RAY SCHONSBERG | UNION TRUSTEE Trustee or director | 1 | $0 |
| ERIN FOLEY | UNION TRUSTEE Trustee or director | 1 | $0 |
| JIM LARSON | UNION TRUSTEE (OUTGOING) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DARREN DAVIS | TRUSTEE Trustee or director | 2 | $0 |
| DAVID DEVORE | TRUSTEE Trustee or director | 2 | $0 |
| ERIN FOLEY | TRUSTEE Trustee or director | 2 | $0 |
| BRIAN PERSON | SECRETARY Trustee or director, Officer | 2 | $0 |
| KYLE SCHELLINGER | TRUSTEE Trustee or director | 2 | $0 |
| RAY SCHONSBERG | TRUSTEE Trustee or director | 2 | $0 |
| JIM SOUMAS | TRUSTEE Trustee or director, Officer | 2 | $0 |
| MIKE WILSON | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID DEVORE | TRUSTEE Trustee or director | 2 | $0 |
| ERIN FOLEY | TRUSTEE Trustee or director | 2 | $0 |
| JIM LARSON | TRUSTEE Trustee or director, Officer | 2 | $0 |
| BRIAN PERSON | TRUSTEE Trustee or director, Officer | 2 | $0 |
| AARON RALPH | TRUSTEE Trustee or director | 2 | $0 |
| KYLE SCHELLINGER | TRUSTEE Trustee or director | 2 | $0 |
| JIM SOUMAS | TRUSTEE Trustee or director | 2 | $0 |
| MIKE WILSON | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 2323 EASTLAKE AVE E, SEATTLE, WA 98102-3305
- In care of
- % NORTHWEST ADMINISTRATORS
- Principal officer (990 for 2024)
- JIM SOUMAS CHAIRMAN, 2323 EASTLAKE AVE E 300, SEATTLE, WA 98102
- Signed the 990
- JIM SOUMAS CHAIRMAN, CHAIRMAN
- Phone
- (206) 329-4900
- Return prepared by
- ANASTASI MOORE & MARTIN PLLC
Mission
TO PROVIDE AN ENTITY TO WHICH CONTRIBUTIONS FROM PARTICIPATING EMPLOYERS AND EMPLOYEES CAN BE PAID AND THROUGH WHICH THE TRUSTEES CAN CREATE AND ADMINISTER ONE OR MORE EMPLOYEE WELFARE BENEFIT PLANS FOR THE PARTICIPATING EMPLOYEES ON WHOSE BEHALF THE CONTRIBUTIONS HAVE BEEN PAID, AND THEIR ELIGIBLE DEPENDENTS.
Program accomplishments
- TO PROVIDE AN ENTITY TO WHICH CONTRIBUTIONS FROM PARTICIPATING EMPLOYERS AND EMPLOYEES CAN BE PAID AND THROUGH WHICH THE TRUSTEES CAN CREATE AND ADMINISTER ONE OR MORE EMPLOYEE WELFARE BENEFIT PLANS FOR THE PARTICIPATING EMPLOYEES ON WHOSE BEHALF THE CONTRIBUTIONS HAVE BEEN PAID, AND THEIR ELIGIBLE 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 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
- 93-6021474
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1963
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $45,873,938
- Income (IRS master file)
- $64,041,416
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $30,704,167 | $31,665,968 | $45,873,938 | IRS |
| 990 | June 2024 | $31,343,446 | $28,100,399 | $45,748,790 | XML |
| 990 | June 2023 | $30,657,288 | $27,091,409 | $40,890,645 | XML |
| 990 | June 2022 | $29,926,156 | $23,666,105 | $35,823,438 | 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 93-6021474).
Questions about MONTANA TEAMSTERS EMPLOYERS TRUST 1014 RRB NO
- What is the EIN of MONTANA TEAMSTERS EMPLOYERS TRUST 1014 RRB NO?
- The employer identification number (EIN) of MONTANA TEAMSTERS EMPLOYERS TRUST 1014 RRB NO is 93-6021474.
- Is MONTANA TEAMSTERS EMPLOYERS TRUST 1014 RRB NO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1963.
- Are donations to MONTANA TEAMSTERS EMPLOYERS TRUST 1014 RRB NO tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONTANA TEAMSTERS EMPLOYERS TRUST 1014 RRB NO 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 MONTANA TEAMSTERS EMPLOYERS TRUST 1014 RRB NO 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 MONTANA TEAMSTERS EMPLOYERS TRUST 1014 RRB NO 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 MONTANA TEAMSTERS EMPLOYERS TRUST 1014 RRB NO?
- The 990 for the year ended June 30, 2025 names JIM SOUMAS CHAIRMAN.
- Who are the officers and directors of MONTANA TEAMSTERS EMPLOYERS TRUST 1014 RRB NO?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does MONTANA TEAMSTERS EMPLOYERS TRUST 1014 RRB NO have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $30,704,167, expenses of $31,665,968 and total assets of $45,873,938 at year end.
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