Nonprofit · EIN 93-6041903
NELSON TRUST
Tax-exempt · PORTLAND, OR 97239
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $11,948,106 | $10,157,354 | $1,790,752 | $37,721,260 | $2,909,625 | $34,811,635 |
| December 31, 2023 | 990 | $11,911,048 | $11,043,413 | $867,635 | $34,706,454 | $2,984,392 | $31,722,062 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $10,670,467
- Investment income
- $1,277,639
- Net gain from sales of assets
- -$75,589
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $8,848,087
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $96,961
- Accounting fees
- $92,985
Balance sheet and other
- Total assets, start of year
- $34,706,454
- Total assets, end of year
- $37,721,260
- Total liabilities, end of year
- $2,909,625
- Net assets, end of year
- $34,811,635
- Publicly traded securities
- $30,125,498
- Gross receipts
- $27,404,036
- Employees
- 21
- Volunteers
- 6
- Year formed
- 1967
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KELLYE WISE END 01152024 | MGMT TRUSTEE CO-CHAIR Trustee or director, Officer | 0.5 | $0 |
| MARY SINGER | MGMT TRUSTEE CO- CHAIR Trustee or director | 0.5 | $0 |
| BRANDON BRYANT | UNION TRUSTEE CO-CHAIR Trustee or director, Officer | 0.5 | $0 |
| KIM ECKROTH | MGMT TRUSTEE Trustee or director | 0.5 | $0 |
| MIKE HICKS | UNION TRUSTEE Trustee or director | 0.5 | $0 |
| GRADY LOWERY | UNION TRUSTEE Trustee or director | 0.5 | $0 |
| PAUL SCHMIDT START 01152024 | UNION TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KELLYE WISE | MGMT TRUSTEE CO-CHAIR Trustee or director, Officer | 0.5 | $0 |
| MARY SINGER | MGMT TRUSTEE Trustee or director | 0.5 | $0 |
| BRANDON BRYANT | UNION TRUSTEE CO-CHAIR Trustee or director, Officer | 0.5 | $0 |
| KIM ECKROTH | MGMT TRUSTEE Trustee or director | 0.5 | $0 |
| MIKE HICKS | UNION TRUSTEE Trustee or director | 0.5 | $0 |
| GRADY LOWERY | UNION TRUSTEE Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 5331 S MACADAM AVE STE 220, PORTLAND, OR 97239-3839
- Principal officer (990 for 2024)
- MARY SINGER, 5331 S MACADAM AVE 220, PORTLAND, OR 97239
- Signed the 990
- MARY SINGER, CO-CHAIR
- Phone
- (503) 224-0048
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.
Program accomplishments
- TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN 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 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
- 93-6041903
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1967
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y34)
- Assets (IRS master file)
- $37,721,260
- Income (IRS master file)
- $27,404,036
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $11,948,106 | $10,157,354 | $37,721,260 | XML |
| 990 | December 2023 | $11,911,048 | $11,043,413 | $34,706,454 | XML |
| 990 | December 2022 | $11,408,829 | $12,403,159 | $32,462,052 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 93-6041903).
Questions about NELSON TRUST
- What is the EIN of NELSON TRUST?
- The employer identification number (EIN) of NELSON TRUST is 93-6041903.
- Is NELSON TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1967.
- Are donations to NELSON TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NELSON 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 NELSON TRUST 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 NELSON TRUST 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 NELSON TRUST?
- The 990 for the year ended December 31, 2024 names MARY SINGER.
- Who are the officers and directors of NELSON TRUST?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does NELSON TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $11,948,106, expenses of $10,157,354 and total assets of $37,721,260 at year end.
Other nonprofits in PORTLAND
- OREGON HOMECARE WORKERS BENEFIT TR EIN 46-3907102 · last filed 990 for 2024
- IBEW NO 271-NECA HEALTH AND BENEFIT FUND EIN 20-0520351 · last filed 990 for 2024
- ELKS YOUTH EYE SERVICE EIN 93-0558819 · last filed 990 for 2025
- REGIONAL DISTRICT COUNCIL WELFARE PLAN & TRUST EIN 56-2546659 · last filed 990 for 2025
- CLACKAMAS COUNTY SHERIFFS OFFICE INDEPENDENT RETIREMENT MEDICAL TRU EIN 47-1948283 · last filed 990 for 2024
- WESTERN STATES POLICE MEDICAL TRUST EIN 91-6532370 · last filed 990 for 2024
- REGIONAL DISTRICT COUNCIL VACATION TRUST FUND EIN 02-0761530 · last filed 990 for 2025
- RIVER VIEW CEMETERY MERCHANDISE AND SERVICES TR EIN 52-7320419 · last filed 990 for 2024
All nonprofits in PORTLAND · Oregon · Mutual and membership benefit