Nonprofit · EIN 93-6029224
UNITED METAL TRADES ASSOCIATION TRUST
Also known as UMTA TRUST
Tax-exempt · PORTLAND, OR 97232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $17,056,112 | $18,444,847 | -$1,388,735 | $43,032,046 | $5,275,819 | $37,756,227 |
| June 30, 2024 | 990 | $18,005,075 | $18,550,821 | -$545,746 | $39,895,094 | $3,273,911 | $36,621,183 |
| June 30, 2023 | 990 | $16,433,080 | $17,350,162 | -$917,082 | $38,905,735 | $3,077,377 | $35,828,358 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $15,435,322
- Investment income
- $1,245,094
- Net gain from sales of assets
- $202,249
- Other revenue
- $375,696
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $15,889,108
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $41,530
- Accounting fees
- $64,136
Balance sheet and other
- Total assets, start of year
- $39,895,094
- Total assets, end of year
- $43,032,046
- Total liabilities, end of year
- $5,275,819
- Net assets, end of year
- $37,756,227
- Publicly traded securities
- $40,112,661
- Gross receipts
- $34,501,340
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1950
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Martha Cox | Trustee Trustee or director | 0.42 | $0 |
| John Rudi | Trustee Trustee or director | 0.3 | $0 |
| MICHAEL FIORE | Trustee - EFF. 02/2025 Trustee or director | 0.3 | $0 |
| Christina Blaser | Trustee Trustee or director | 0.3 | $0 |
| Taryn Christison | Trustee Trustee or director | 0.3 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS. Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Martha Cox | Trustee Trustee or director | 0.42 | $0 |
| John Rudi | Trustee Trustee or director | 0.3 | $0 |
| Christina Blaser | Trustee (EFF - 10/2023) Trustee or director | 0.3 | $0 |
| Steve Kleinheinz | Trustee (EFF - 06/2023) Trustee or director | 0.3 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS. Trustee or director | 0 | $0 |
990 for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Martha Cox | Trustee Trustee or director | 0.42 | $0 |
| John Rudi | Trustee Trustee or director | 0.3 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS. Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1919 NE PACIFIC ST STE 200, PORTLAND, OR 97232-2297
- In care of
- % REBECCA BOTHNE CONTROLLER
- Principal officer (990 for 2024)
- TARYN CHRISTISON, 1919 NE Pacific Street 200, Portland, OR 97232
- Signed the 990
- TARYN CHRISTISON, TRUSTEE
- Phone
- (503) 235-8363
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
TO PROVIDE PARTICIPATING EMPLOYER'S EMPLOYEES WITH HEALTH, LIFE, AND DISABILITY BENEFITS.
Program accomplishments
- PROVIDED DEATH, SICKNESS AND HOSPITALIZATION BENEFITS TO COVERED MEMBERS.
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
- 93-6029224
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $43,032,046
- Income (IRS master file)
- $34,501,340
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $17,056,112 | $18,444,847 | $43,032,046 | IRS |
| 990 | June 2024 | $18,005,075 | $18,550,821 | $39,895,094 | IRS |
| 990 | June 2023 | $16,433,080 | $17,350,162 | $38,905,735 | XML |
| 990 | June 2022 | $20,076,101 | $20,412,819 | $40,189,293 | 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 93-6029224).
Questions about UNITED METAL TRADES ASSOCIATION TRUST
- What is the EIN of UNITED METAL TRADES ASSOCIATION TRUST?
- The employer identification number (EIN) of UNITED METAL TRADES ASSOCIATION TRUST is 93-6029224.
- Is UNITED METAL TRADES ASSOCIATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1980.
- Are donations to UNITED METAL TRADES ASSOCIATION TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED METAL TRADES ASSOCIATION 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 UNITED METAL TRADES ASSOCIATION 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 UNITED METAL TRADES ASSOCIATION 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 UNITED METAL TRADES ASSOCIATION TRUST?
- The 990 for the year ended June 30, 2025 names TARYN CHRISTISON.
- Who are the officers and directors of UNITED METAL TRADES ASSOCIATION TRUST?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does UNITED METAL TRADES ASSOCIATION TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $17,056,112, expenses of $18,444,847 and total assets of $43,032,046 at year end.
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