TY 2023 Form 990

(A) Name and business address	(B) Description of services	(C) Compensation
VERA WHOLE HEALTH 4540 SAND POINT WAY NE SEATTLE,WA98015	CLINIC START UP	2,095,614
KAISER FOUNDATION HEALTH PLAN OF WA 601 UNION STREET SUITE 3100 SEATTLE,WA98101	CLAIMS ADMINISTRATION	1,585,561
ZENITH AMERICAN SOLUTIONS INC 11724 NORTHEAST 195TH STREET BOTHELL,WA98011	THIRD PARTY ADMIN	1,455,566
AETNA 600 UNIVERSITY STREET SUITE 920 SEATTLE,WA98101	PPO NETWORK	777,088
DELTA DENTAL OF WASHINGTON PO BOX 75983 SEATTLE,WA98175	CLAIMS ADMINISTRATION	192,248
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 6

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

SEATTLE AREA PLUMBING AND PIPEFITTING
INDUSTRY HEALTH TRUST

Employer identification number

91-0838639

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..		0

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) MORTGAGE/ASSET-BACKED SECURITIES	4,967,292	F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	4,967,292

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
AMOUNTS DUE INSURANCE COMPANIES	119,241
AETNA CLAIMS PAYABLE	2,997,387
CLAIMS INCURRED BUT NOT REPORTED	8,675,000
ACCUMULATED ELIGIBILITY CREDITS	23,453,398
VACATION BENEFITS PAYABLE TO PARTICIPANTS	2,156,856




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	37,401,882
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	79,324,917
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	1,314,427
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................			2e	1,314,427
3	Subtract line 2e from line 1..................			3	78,010,490
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	82,606
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	82,606
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	78,093,096

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	80,359,383
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	80,359,383
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	82,606
b	Other (Describe in Part XIII.) ...........	4b	1,923,554
c	Add lines 4a and 4b.....................			4c	2,006,160
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	82,365,543

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART X, LINE 2:	THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS). MANAGEMENT BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	COST OF BENEFITS PAYABLE AT JUNE 30, 2024 13,948,484. COST OF BENEFITS PAYABLE AT JUNE 30, 2023 -12,024,930.

Return Reference

Explanation

PART X, LINE 2:

THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS). MANAGEMENT BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

COST OF BENEFITS PAYABLE AT JUNE 30, 2024 13,948,484. COST OF BENEFITS PAYABLE AT JUNE 30, 2023 -12,024,930.

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

SEATTLE AREA PLUMBING AND PIPEFITTING
INDUSTRY HEALTH TRUST

Employer identification number

91-0838639

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 TAX RETURN WAS PROVIDED TO THE CHAIRMAN AND SECRETARY FOR THEIR REVIEW BEFORE IT WAS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	THE PLAN REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE APPLICABLE POLICIES.
FORM 990, PART VI, SECTION C, LINE 19	THE PLAN DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PARTICIPANTS AND THE PUBLIC.
FORM 990, PART XI, LINE 9:	CHANGE IN ACCUMULATED ELIGIBILITY CREDITS -689,315.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

SEATTLE AREA PLUMBING AND PIPEFITTING
INDUSTRY HEALTH TRUST

Employer identification number

91-0838639

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)ARIZONA PIPE TRADES	CONTRIBUTING EMPLOYER						No
(2)COLORADO PIPE INDUST LOCAL 145	CONTRIBUTING EMPLOYER						No
(3)COLORADO PIPE TRADES IND TRUST	CONTRIBUTING EMPLOYER						No
(4)IDAHO PIPE TRADES	CONTRIBUTING EMPLOYER						No
(5)LOCAL 150 PLUMBERS & PIPEFITTR	CONTRIBUTING EMPLOYER						No
(6)LOCAL 189 PLUMBERS & PIPEFITTR	CONTRIBUTING EMPLOYER						No
(7)LOCAL 198 BENEFIT FUND	CONTRIBUTING EMPLOYER						No
(8)LOCAL 211 PLUMBERS & PIPEFITRS	CONTRIBUTING EMPLOYER						No
(9)LOCAL 234 CO NEBA INC	CONTRIBUTING EMPLOYER						No
(10)LOCAL 25 PLUMBERS & PIPEFITTER	CONTRIBUTING EMPLOYER						No
(11)LOCAL 290 PLUMBERS & PIPEFITTR	CONTRIBUTING EMPLOYER						No
(12)LOCAL 33 PLUMBERS & STEAMFITTR	CONTRIBUTING EMPLOYER						No
(13)LOCAL 333 PLUMBERS & PIPEFITTR	CONTRIBUTING EMPLOYER						No
(14)LOCAL 367 AK PIPE TRADES H&W	CONTRIBUTING EMPLOYER						No
(15)LOCAL 375 ALASKA PIPE TRADES	CONTRIBUTING EMPLOYER						No
(16)LOCAL 392 PLUMBERS PIPEFITTER	CONTRIBUTING EMPLOYER						No
(17)LOCAL 41 PIPE TRADES TRUST	CONTRIBUTING EMPLOYER						No
(18)LOCAL 43 PLUMBERS TRUST OFFICE	CONTRIBUTING EMPLOYER						No
(19)LOCAL 447 PIPETRADES TRUST	CONTRIBUTING EMPLOYER						No
(20)LOCAL 467 PLUMBERS & PIPEFITTR	CONTRIBUTING EMPLOYER						No
(21)LOCAL 486 STEAMFITTERS	CONTRIBUTING EMPLOYER						No
(22)LOCAL 52 PLUMBERS & PIPEFITRS	CONTRIBUTING EMPLOYER						No
(23)LOCAL 525 PLUMBERS & PIPEFITTR	CONTRIBUTING EMPLOYER						No
(24)LOCAL 597 PLUMBERS & PIPEFITTR	CONTRIBUTING EMPLOYER						No
(25)LOCAL 601 MADISON AREA PT	CONTRIBUTING EMPLOYER						No
(26)LOCAL 675 PAMCAH LOCAL # 675	CONTRIBUTING EMPLOYER						No
(27)LOCAL 693 PLUMBERS & PIPEFITTR	CONTRIBUTING EMPLOYER						No
(28)LOCAL 72	CONTRIBUTING EMPLOYER						No
(29)LOCAL 798 PIPELINE INDUSTRY	CONTRIBUTING EMPLOYER						No
(30)LOCAL 803 CO NEBA INC	CONTRIBUTING EMPLOYER						No
(31)LOCAL 98 PLUMBERS	CONTRIBUTING EMPLOYER						No
(32)LU 598 PLUMBING & PIPEFITTING	CONTRIBUTING EMPLOYER						No
(33)MECHANICAL CONTRACTORS ASSOC	CONTRIBUTING EMPLOYER						No
(34)N ROCKY MTN PIPETRADES TRUST	CONTRIBUTING EMPLOYER						No
(35)NORTHERN CALIF PIPE TRADES	CONTRIBUTING EMPLOYER						No
(36)NORTHWEST P&P IND RECIP	CONTRIBUTING EMPLOYER						No
(37)PACIFIC COAST SHIPYARDS L 32	CONTRIBUTING EMPLOYER						No
(38)PIPE TRADES DIST # 36	CONTRIBUTING EMPLOYER						No
(39)PLBRS & PIPEFTRS LOCAL #234	CONTRIBUTING EMPLOYER						No
(40)PLUMBERS & PIPE FITTERS LU 286	CONTRIBUTING EMPLOYER						No
(41)PLUMBERS & PIPEFITTERS LCL 572	CONTRIBUTING EMPLOYER						No
(42)PLUMBERS & STMFITTERS LU 760	CONTRIBUTING EMPLOYER						No
(43)PORT OF SEATTLE	CONTRIBUTING EMPLOYER						No
(44)SEATTLE AREA PLBG & PFTG JRN	CONTRIBUTING EMPLOYER						No
(45)SEATTLE HOUSING AUTHORITY	CONTRIBUTING EMPLOYER						No
(46)SEATTLE SCHOOL DISTRICT #1	CONTRIBUTING EMPLOYER						No
(47)SOUTHERN BENEFIT ADMINISTRATOR	CONTRIBUTING EMPLOYER						No
(48)SOUTHERN CALIFORNIA PIPE TRADE	CONTRIBUTING EMPLOYER						No
(49)TEXAS LOCAL 100 PLUMBERS	CONTRIBUTING EMPLOYER						No
(50)TEXAS PIPE TRADES H&W FUND	CONTRIBUTING EMPLOYER						No
(51)TWIN CITY PIPE TRADES	CONTRIBUTING EMPLOYER						No
(52)U A LOCAL #32	CONTRIBUTING EMPLOYER						No
(53)UA LOCAL 393 TRUST FUND	CONTRIBUTING EMPLOYER						No
(54)WASHINGTON STATE ASSN OF UA	CONTRIBUTING EMPLOYER						No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2023

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) ABOVE PLUMBING AND CONTRACTING	CONTRIBUTING EMPLOYER		N/A				No			No
(2) AECON-WACHS	CONTRIBUTING EMPLOYER		N/A				No			No
(3) AIR REPS LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(4) ALLSTAR MECHANICAL USA LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(5) ALPINE WATER HEATERS	CONTRIBUTING EMPLOYER		N/A				No			No
(6) AMERICAN BIM CONSTRUCTION	CONTRIBUTING EMPLOYER		N/A				No			No
(7) APPLIED INDUSTRIAL SYSTEMS	CONTRIBUTING EMPLOYER		N/A				No			No
(8) BRATONIA MECHANICAL LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(9) CFMVR-TESCO	CONTRIBUTING EMPLOYER		N/A				No			No
(10) CLIMATE PROS LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(11) DB SOLUTIONS LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(12) DIAMOND PLUMBING AND HEATING	CONTRIBUTING EMPLOYER		N/A				No			No
(13) EAGLE HARBOR ASSOCIATES LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(14) ERICKSON REFRIGERATION LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(15) ERIK D PLUMBER LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(16) GILBERT PLUMBING	CONTRIBUTING EMPLOYER		N/A				No			No
(17) GREAT NORTHERN PLUMBING SRVC	CONTRIBUTING EMPLOYER		N/A				No			No
(18) GS MECHANICAL LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(19) HAGEN INDUSTRIAL REFRIGERATION	CONTRIBUTING EMPLOYER		N/A				No			No
(20) HANGING H COMPANIES LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(21) HARRIS PACIFIC NW (DIAMOND B)	CONTRIBUTING EMPLOYER		N/A				No			No
(22) HERMANSON COMPANY LLP	CONTRIBUTING EMPLOYER		N/A				No			No
(23) HOLLOW LOG PLUMBING	CONTRIBUTING EMPLOYER		N/A				No			No
(24) HUNTCO DIRECTIONAL DRILLING	CONTRIBUTING EMPLOYER		N/A				No			No
(25) ICON-BIM LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(26) INFRASOURCE	CONTRIBUTING EMPLOYER		N/A				No			No
(27) J H KELLY LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(28) KIEL MECHANICAL	CONTRIBUTING EMPLOYER		N/A				No			No
(29) KING PLUMBING & HEATING LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(30) LINDSAY-JOHNSON MECHANICAL	CONTRIBUTING EMPLOYER		N/A				No			No
(31) LONGHORN ORGANICS LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(32) MOORE SCANNING AND CORING LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(33) NW UTILITY SERVICES LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(34) PSR	CONTRIBUTING EMPLOYER		N/A				No			No
(35) RED LINE MECHANICAL	CONTRIBUTING EMPLOYER		N/A				No			No
(36) REFRIGERATION UNLIMITED LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(37) RITTER PLUMBING AND MECHANICAL	CONTRIBUTING EMPLOYER		N/A				No			No
(38) SCAN-R LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(39) SEATTLE'S PLUMBER LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(40) SHORELINE CONCRETE SAWING LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(41) SJS MECHANICAL	CONTRIBUTING EMPLOYER		N/A				No			No
(42) SODO MECHANICAL LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(43) SUPREME PLUMBING LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(44) SW MORGAN LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(45) THE SUPPLE PLUMBER	CONTRIBUTING EMPLOYER		N/A				No			No
(46) TOTAL PLUMBING SOLUTIONS NW	CONTRIBUTING EMPLOYER		N/A				No			No
(47) VASHON PLUMBING SERVICES LLC	CONTRIBUTING EMPLOYER		N/A				No			No
(48) VET FIRST CONSTRUCTORS	CONTRIBUTING EMPLOYER		N/A				No			No
(49) VIKING PLUMBING AND ROOTER	CONTRIBUTING EMPLOYER		N/A				No			No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) ACCO ENGINEERED SYSTEMS	CONTRIBUTING EMPLOYER		N/A						No
(2) ADEPT MECHANICAL SERVICES INC	CONTRIBUTING EMPLOYER		N/A						No
(3) AMERICAN MECHANICAL CORP	CONTRIBUTING EMPLOYER		N/A						No
(4) APOLLO SHEET METAL INC	CONTRIBUTING EMPLOYER		N/A						No
(5) AUBURN MECHANICAL INC	CONTRIBUTING EMPLOYER		N/A						No
(6) BETSCHART MECHANICAL INC	CONTRIBUTING EMPLOYER		N/A						No
(7) BLYTHE PLUMBING & HEATING	CONTRIBUTING EMPLOYER		N/A						No
(8) BMWC CONSTRUCTORS INC	CONTRIBUTING EMPLOYER		N/A						No
(9) BROTHERS PIPELINE CORPORATION	CONTRIBUTING EMPLOYER		N/A						No
(10) CARRIER BLDG SERVICES	CONTRIBUTING EMPLOYER		N/A						No
(11) CASCADE SAWING & DRILLING INC	CONTRIBUTING EMPLOYER		N/A						No
(12) COLD AIR REFRIGERATION	CONTRIBUTING EMPLOYER		N/A						No
(13) COVINGTON PLUMBING INC	CONTRIBUTING EMPLOYER		N/A						No
(14) DAIKIN APPLIED AMERICAS	CONTRIBUTING EMPLOYER		N/A						No
(15) DM KELLY MECHANICAL INC	CONTRIBUTING EMPLOYER		N/A						No
(16) ENVIROMECH	CONTRIBUTING EMPLOYER		N/A						No
(17) FLATIRON WEST INC	CONTRIBUTING EMPLOYER		N/A						No
(18) GENERAL MECHANICAL INC	CONTRIBUTING EMPLOYER		N/A						No
(19) HARBOR PACIFIC CONTRACTORS INC	CONTRIBUTING EMPLOYER		N/A						No
(20) HAWK MECHANICAL CONTRACTR INC	CONTRIBUTING EMPLOYER		N/A						No
(21) HOLADAY-PARKS INC	CONTRIBUTING EMPLOYER		N/A						No
(22) HOLMBERG MECHANICAL	CONTRIBUTING EMPLOYER		N/A						No
(23) HONEYWELL INC	CONTRIBUTING EMPLOYER		N/A						No
(24) HOOVER COMM REFRIGERATION INC	CONTRIBUTING EMPLOYER		N/A						No
(25) INTEGRATED SYSTEMS CONTROLS	CONTRIBUTING EMPLOYER		N/A						No
(26) J R MERIT INC	CONTRIBUTING EMPLOYER		N/A						No
(27) JOHN E GREEN COMPANY	CONTRIBUTING EMPLOYER		N/A						No
(28) JOHNSON CONTROLS	CONTRIBUTING EMPLOYER		N/A						No
(29) JOHNSON CONTROLS INC	CONTRIBUTING EMPLOYER		N/A						No
(30) JTS PLUMBING AND MECHANICAL	CONTRIBUTING EMPLOYER		N/A						No
(31) KEY MECHANICAL CO OF WA	CONTRIBUTING EMPLOYER		N/A						No
(32) MACDONALD-MILLER FACILITY SOL	CONTRIBUTING EMPLOYER		N/A						No
(33) MACKIN & LITTLE INC	CONTRIBUTING EMPLOYER		N/A						No
(34) MADDEN MECHANICAL INC	CONTRIBUTING EMPLOYER		N/A						No
(35) MAPLE VALLEY PLBG & PIPEWORKS	CONTRIBUTING EMPLOYER		N/A						No
(36) MCKINSTRY CO INC	CONTRIBUTING EMPLOYER		N/A						No
(37) MESA ENERGY SYSTEMS INC	CONTRIBUTING EMPLOYER		N/A						No
(38) MICHELS UTILITY SERVICES INC	CONTRIBUTING EMPLOYER		N/A						No
(39) MORGAN MECHANICAL	CONTRIBUTING EMPLOYER		N/A						No
(40) OCEAN PARK MECHANICAL INC	CONTRIBUTING EMPLOYER		N/A						No
(41) OGBORN PLUMBING INC	CONTRIBUTING EMPLOYER		N/A						No
(42) PENHALL COMPANY	CONTRIBUTING EMPLOYER		N/A						No
(43) PERMACOLD ENGINEERING INC	CONTRIBUTING EMPLOYER		N/A						No
(44) PINCHIFF MECHANICAL LLC	CONTRIBUTING EMPLOYER		N/A						No
(45) PRECISION MECHANICAL	CONTRIBUTING EMPLOYER		N/A						No
(46) PRECISION PIPE FABRICATORS INC	CONTRIBUTING EMPLOYER		N/A						No
(47) PROFESSIONAL PIPING INC	CONTRIBUTING EMPLOYER		N/A						No
(48) PSF MECHANICAL	CONTRIBUTING EMPLOYER		N/A						No
(49) RAMSETT MECHANICAL CO INC	CONTRIBUTING EMPLOYER		N/A						No
(50) SEAKING CO BLDG&CONSTR TRADES	CONTRIBUTING EMPLOYER		N/A						No
(51) SEATTLE CONCRETE CORE DRILLING	CONTRIBUTING EMPLOYER		N/A						No
(52) SHINN MECHANICAL INC	CONTRIBUTING EMPLOYER		N/A						No
(53) SIEMENS BUILDING TECH	CONTRIBUTING EMPLOYER		N/A						No
(54) SNELSON COMPANIES INC	CONTRIBUTING EMPLOYER		N/A						No
(55) SNO VALLEY PROCESS SOLUTIONS	CONTRIBUTING EMPLOYER		N/A						No
(56) SOUND SPECIALIZED SERVICES INC	CONTRIBUTING EMPLOYER		N/A						No
(57) SOUTHLAND INDUSTRIES (TCM)	CONTRIBUTING EMPLOYER		N/A						No
(58) SPEER TAPS INC	CONTRIBUTING EMPLOYER		N/A						No
(59) STATE MECHANICAL CO	CONTRIBUTING EMPLOYER		N/A						No
(60) STELLAR J CORPORATION	CONTRIBUTING EMPLOYER		N/A						No
(61) STIRRETT JOHNSEN INC	CONTRIBUTING EMPLOYER		N/A						No
(62) SUNBELT CONTROLS	CONTRIBUTING EMPLOYER		N/A						No
(63) TRANE COMPANY	CONTRIBUTING EMPLOYER		N/A						No
(64) TRI MECHANICAL INC	CONTRIBUTING EMPLOYER		N/A						No
(65) TROTTER & MORTON FACILITY SRV	CONTRIBUTING EMPLOYER		N/A						No
(66) TRS MECHANICAL INC	CONTRIBUTING EMPLOYER		N/A						No
(67) UNION SQUARE TENANT SERVICES	CONTRIBUTING EMPLOYER		N/A						No
(68) UNIVERSITY MECHANICAL	CONTRIBUTING EMPLOYER		N/A						No
(69) VITAL MECHANICAL INC	CONTRIBUTING EMPLOYER		N/A						No
(70) WEST COAST MECHANICAL	CONTRIBUTING EMPLOYER		N/A						No
(71) WESTERN MECHANICAL & CONTROLS	CONTRIBUTING EMPLOYER		N/A						No
(72) WILLIAMS MECHANICAL INC	CONTRIBUTING EMPLOYER		N/A						No

Schedule R (Form 990) 2023

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2023

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	6
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	6
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	242
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	77,706,902	76,106,412
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,008,187	1,982,630
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	16,898	4,054
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	78,731,987	78,093,096
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	72,533,558	75,076,569
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	35,805	76,594
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	6,968,328	7,212,380
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	79,537,691	82,365,543
19	Revenue less expenses. Subtract line 18 from line 12.......	-805,704	-4,272,447
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	61,473,525	60,160,618
21	Total liabilities (Part X, line 26).............	35,536,404	37,870,832
22	Net assets or fund balances. Subtract line 21 from line 20.....	25,937,121	22,289,786

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) JEFFERY J OWEN...................................................................... CHAIRMAN	1.00 .................	X	X	0	0	0
(2) ED KOMMERS...................................................................... SECRETARY	1.00 .................	X	X	0	0	0
(3) JOEL CRABTREE...................................................................... TRUSTEE	1.00 .................	X		0	0	0
(4) MICHAEL KUNKEL...................................................................... TRUSTEE	1.00 .................	X		0	0	0
(5) PAT DAMITIO...................................................................... TRUSTEE	1.00 .................	X		0	0	0
(6) RORY OLSON...................................................................... TRUSTEE	1.00 .................	X		0	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	0	0	0

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	EMPLOYER CONTRIBUTIONS	230000	48,897,567	48,897,567
b	EMPLOYEE CONTRIBUTIONS	230000	27,208,845	27,208,845
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		76,106,412

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,273,689			1,273,689
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	18,672,908
b	Less: cost or other basis and sales expenses	7b	17,963,967
c	Gain or (loss)	7c	708,941
d	Net gain or (loss).........			708,941			708,941
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	LIQUIDATED DAMAGES		900099	3,968	3,968
b	OTHER INCOME		900099	86	86
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			4,054
12	Total revenue. See instructions.....			78,093,096	76,110,466	0	1,982,630

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......	75,076,569
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........	76,594
11	Fees for services (non-employees):
a	Management ......	5,518,587
b	Legal .........	74,771
c	Accounting ...........	83,533
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	82,606
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	1,157,169
12	Advertising and promotion ....
13	Office expenses .......	175,257
14	Information technology ......
15	Royalties ..
16	Occupancy ...........
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	15,881
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	22,188
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	EMPLOYEE ASSISTANCE PRO	82,388
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	82,365,543
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........		16,874,331	1	13,671,829
2	Savings and temporary cash investments .........			2
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............		9,814,126	4	8,836,093
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........			7
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......		23,045	9	5,414
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .		30,794,507	11	32,679,990
12	Investments—other securities. See Part IV, line 11 .....		3,967,516	12	4,967,292
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........			15
16	Total assets. Add lines 1 through 15 (must equal line 33)...		61,473,525	16	60,160,618

17	Accounts payable and accrued expenses .....	747,391	17	468,950
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	34,789,013	25	37,401,882
26	Total liabilities. Add lines 17 through 25..	35,536,404	26	37,870,832

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....	0	29	0
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30	0
31	Retained earnings, endowment, accumulated income, or other funds	25,937,121	31	22,289,786
32	Total net assets or fund balances ...........	25,937,121	32	22,289,786
33	Total liabilities and net assets/fund balances ........	61,473,525	33	60,160,618