Nonprofit · EIN 93-6024141
OREGON LABORERS-EMPLOYERS HEALTH AND WELFARE TRUST FUND
Tax-exempt · PORTLAND, OR 97208
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $41,619,871 | $43,874,788 | -$2,254,917 | $62,091,840 | $19,981,923 | $42,109,917 |
| December 31, 2023 | 990 | $41,570,039 | $37,731,982 | $3,838,057 | $60,071,952 | $17,848,782 | $42,223,170 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $40,413,307
- Investment income
- $1,206,564
- Net gain from sales of assets
- $9,422
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $41,124,237
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $92,223
- Accounting fees
- $64,688
Balance sheet and other
- Total assets, start of year
- $60,071,952
- Total assets, end of year
- $62,091,840
- Total liabilities, end of year
- $19,981,923
- Net assets, end of year
- $42,109,917
- Publicly traded securities
- $26,753,714
- Gross receipts
- $79,837,631
- Employees
- 25
- Volunteers
- 0
- Year formed
- 1954
- State of legal domicile
- OR
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeffrey D GRITZ | TRUSTEE Trustee or director | 0.5 | $0 |
| Zack Culver | TRUSTEE Trustee or director | 0.5 | $0 |
| James R Watts | TRUSTEE Trustee or director | 0.5 | $0 |
| Ben Nelson | TRUSTEE Trustee or director | 0.5 | $0 |
| VAL SOLORZANO | TRUSTEE Trustee or director | 0.5 | $0 |
| KRIS FIX | TRUSTEE (EFF 01/2024) Trustee or director | 0.5 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeffrey D GRITZ | TRUSTEE Trustee or director | 0.5 | $0 |
| Zack Culver | TRUSTEE Trustee or director | 0.5 | $0 |
| James R Watts | TRUSTEE Trustee or director | 0.5 | $0 |
| Bob Timmons | TRUSTEE Trustee or director | 0.5 | $0 |
| Ben Nelson | TRUSTEE Trustee or director | 0.5 | $0 |
| VAL SOLORZANO | TRUSTEE Trustee or director | 0.5 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4148, PORTLAND, OR 97208-4148
- In care of
- % WC EARHART CO
- Principal officer (990 for 2024)
- Jeffrey GRITZ, 12029 NE GLENN WIDING DR, PORTLAND, OR 97220
- Signed the 990
- Jeffrey GRITZ, TRUSTEE
- Phone
- (503) 282-5581
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN.
Program accomplishments
- PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 93-6024141
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1957
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $62,091,840
- Income (IRS master file)
- $79,837,631
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $41,619,871 | $43,874,788 | $62,091,840 | XML |
| 990 | December 2023 | $41,570,039 | $37,731,982 | $60,071,952 | XML |
| 990 | December 2022 | $39,962,091 | $33,854,199 | $51,847,499 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 93-6024141).
Questions about OREGON LABORERS-EMPLOYERS HEALTH AND WELFARE TRUST FUND
- What is the EIN of OREGON LABORERS-EMPLOYERS HEALTH AND WELFARE TRUST FUND?
- The employer identification number (EIN) of OREGON LABORERS-EMPLOYERS HEALTH AND WELFARE TRUST FUND is 93-6024141.
- Is OREGON LABORERS-EMPLOYERS HEALTH AND WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1957.
- Are donations to OREGON LABORERS-EMPLOYERS HEALTH AND WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OREGON LABORERS-EMPLOYERS HEALTH AND WELFARE 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 OREGON LABORERS-EMPLOYERS HEALTH AND WELFARE TRUST FUND 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 OREGON LABORERS-EMPLOYERS HEALTH AND WELFARE TRUST FUND 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 OREGON LABORERS-EMPLOYERS HEALTH AND WELFARE TRUST FUND?
- The 990 for the year ended December 31, 2024 names Jeffrey GRITZ.
- Who are the officers and directors of OREGON LABORERS-EMPLOYERS HEALTH AND WELFARE TRUST FUND?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does OREGON LABORERS-EMPLOYERS HEALTH AND WELFARE TRUST FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $41,619,871, expenses of $43,874,788 and total assets of $62,091,840 at year end.
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