Nonprofit · EIN 93-6090239
SCHOOL DISTRICT 1 HEALTH & WELFARE TRUST FUND
Tax-exempt · TUALATIN, OR 97062
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $114,156,889 | $119,966,378 | -$5,809,489 | $29,353,138 | $19,416,996 | $9,936,142 |
| December 31, 2023 | 990 | $106,682,288 | $108,476,117 | -$1,793,829 | $35,024,397 | $18,763,484 | $16,260,913 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $112,515,030
- Investment income
- $1,641,859
- Net gain from sales of assets
- $946,882
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $116,384,888
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $57,000
- Accounting fees
- $28,300
Balance sheet and other
- Total assets, start of year
- $35,024,397
- Total assets, end of year
- $29,353,138
- Total liabilities, end of year
- $19,416,996
- Net assets, end of year
- $9,936,142
- Publicly traded securities
- $12,318,876
- Gross receipts
- $140,488,010
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1972
- 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 |
|---|---|---|---|
| Ligena Helm | Co-Chair Trustee or director, Officer | 1 | $0 |
| Stacey Lukas | Trustee Trustee or director | 1 | $0 |
| Molly Romay | Alt. Trustee Trustee or director | 1 | $0 |
| Emily Linnertz | Alt. Trustee Trustee or director | 1 | $0 |
| Gwen Sullivan | Co-Chair Trustee or director, Officer | 1 | $0 |
| Russ Peterson | Trustee Trustee or director | 1 | $0 |
| Brian Hlaberg | Trustee Trustee or director | 1 | $0 |
| Steve Lancaster | Alt Trustee Trustee or director | 1 | $0 |
| Michelle Batten | Co-Chair Trustee or director, Officer | 1 | $0 |
| Tammy Adams | Trustee Trustee or director | 1 | $0 |
| Elizabeth Held | Alt Trustee Trustee or director | 1 | $0 |
| Dave Donachie | Co-Chair Trustee or director, Officer | 1 | $0 |
| Jennie Johnson | Trustee Trustee or director | 1 | $0 |
| Kerry Young | Alt Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RUSS PETERSON | TRUSTEE Trustee or director | 1 | $0 |
| MICHELLE BATTEN | TRUST CO-CHA Trustee or director, Officer | 1 | $0 |
| GWEN SULLIVAN | TRUST CO-CHA Trustee or director, Officer | 1 | $0 |
| LIGENA HEIN | TRUST CHAIR Trustee or director | 1 | $0 |
| STACEY LUKAS | TUSTEE Trustee or director | 1 | $0 |
| NAHIR PEREZ | TRUSTEE Trustee or director | 1 | $0 |
| DAVID DONACHIE | TRUSTEE Trustee or director | 1 | $0 |
| JENNIE JOHNSON | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN HALBERG | TRUSTEE Trustee or director | 1 | $0 |
| TAMMY ADAMS | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 12205 SW TUALATIN RD STE 200, TUALATIN, OR 97062-7919
- In care of
- % ZENITH AMERICAN SOLUTIONS
- Principal officer (990 for 2024)
- PATI PIRO-BOSLEY, 12205 SW TUALATIN RD STE 200, TUALATIN, OR 97062
- Signed the 990
- PATI PIRO-BOSLEY, TRUST CHAIR
- Phone
- (503) 486-2108
- Return prepared by
- MILLER KAPLAN ARASE LLP
Mission
To provide health and life insurance benefits to participants, as defined in various collective bargaining agreements, and their eligible spouses and dependents in accordance with the terms of the benefit plans offered.
Program accomplishments
- To provide health benefits to eligible participants and their 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 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
- 93-6090239
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1974
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $29,353,138
- Income (IRS master file)
- $140,488,010
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $114,156,889 | $119,966,378 | $29,353,138 | IRS |
| 990 | December 2023 | $106,682,288 | $108,476,117 | $35,024,397 | XML |
| 990 | December 2022 | $105,365,188 | $101,846,255 | $33,799,314 | 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 93-6090239).
Questions about SCHOOL DISTRICT 1 HEALTH & WELFARE TRUST FUND
- What is the EIN of SCHOOL DISTRICT 1 HEALTH & WELFARE TRUST FUND?
- The employer identification number (EIN) of SCHOOL DISTRICT 1 HEALTH & WELFARE TRUST FUND is 93-6090239.
- Is SCHOOL DISTRICT 1 HEALTH & WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1974.
- Are donations to SCHOOL DISTRICT 1 HEALTH & WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SCHOOL DISTRICT 1 HEALTH & 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 SCHOOL DISTRICT 1 HEALTH & 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 SCHOOL DISTRICT 1 HEALTH & 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 SCHOOL DISTRICT 1 HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended December 31, 2024 names PATI PIRO-BOSLEY.
- Who are the officers and directors of SCHOOL DISTRICT 1 HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
- How much revenue does SCHOOL DISTRICT 1 HEALTH & WELFARE TRUST FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $114,156,889, expenses of $119,966,378 and total assets of $29,353,138 at year end.
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