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EIN 93-6090239

School District No 1 Health and Welfare Trust Fund

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Tualatin
State
Oregon
Year formed
1972
Most recent tax filings
2022-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
To provide Health and life insurance benfits to participants, as defined in various collective bargaining agreemnets, and their eligible spouses and dependents in accordance with the terms of the benefit plans offered.
Total revenues
$105,365,188
2022
Total expenses
$101,846,255
2022
Total assets
$33,799,314
2022
Num. employees
0
2022

Program areas at School District No 1 Health and Welfare Trust Fund

To provide Health benefits to eligible participants and their dependents.
To provide Health benefits to eligible participants and their dependents.

Personnel at School District No 1 Health and Welfare Trust Fund

NameTitleCompensation
Ligena HeinTrust Chair$0
John BerkeyTrustee$0

Financials for School District No 1 Health and Welfare Trust Fund

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$104,752,510
Investment income and dividends$608,985
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$3,693
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$105,365,188

Form 990s for School District No 1 Health and Welfare Trust Fund

Fiscal year endingDate received by IRSFormPDF link
2022-122023-10-17990View PDF
2021-122022-11-02990View PDF
2020-122021-12-14990View PDF
2020-122021-11-15990View PDF
2019-122021-06-08990View PDF
...and 12 more Form 990s
Data update history
December 1, 2023
Posted financials
Added Form 990 for fiscal year 2022
November 30, 2023
Updated personnel
Identified 2 new personnel
November 27, 2023
Used new vendors
Identified 2 new vendors, including , and
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 22, 2023
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Fraternal societiesMutual assistance organizationsHeadquarter / parent organizations
Issues
No issues found
Characteristics
No full-time employees
General information
Address
12205 SW Tualatin Rd Suite 200
Tualatin, OR 97062
Metro area
Portland-Vancouver-Hillsboro, OR-WA
County
Washington County, OR
Website URL
sdtrust.com/ 
Phone
(503) 486-2108
IRS details
EIN
93-6090239
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1972
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Central organization
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