IBEW HEALTH AND WELFARE TRUST OF SOUTHWEST WASHINGTON HEALTH CARE

EIN: 237158640

SPOKANE, WA

Total Revenue
$14,770,528
Total Expenses
$12,315,287
Total Assets
$39,146,625
Net Assets
$31,617,317
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
WA
Principal Officer
PETE BUTLER
Phone
5095340600
Tax Period
2024-07-01 to 2025-06-30

IBEW HEALTH AND WELFARE TRUST OF SOUTHWEST WASHINGTON HEALTH CARE, founded in 1972, is a mid-sized nonprofit that reported $14.8M in total revenue in fiscal year 2024. The organization ran a surplus of $2.5M, a strong 17% operating margin.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS PERSUANT TO COLLECTIVE BARGAINING AGREEMENTS.

Program Service Accomplishments

Program 1
Expenses: $12,315,287 Revenue: $0

PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS, AND RETIREES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $13,277,258
Investment Income $1,487,115
Other Revenue $6,155
TOTAL REVENUE $14,770,528

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $12,315,287
Other Expenses $970,805
TOTAL EXPENSES $12,315,287

Year-over-Year Comparison

2024 2023 Change
Revenue $14,770,528 $13,991,285 +0.1%
Expenses $12,315,287 $11,803,911 +0.0%
Net Income $2,455,241 $2,187,374 +0.1%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
8
Independent Members
N/A
Employees
13
Volunteers
9

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TIMOTHY K O'DONNELL SR CHAIRMAN 1.00
Officer Director
$0 $0 $0
PETE BUTLER SECRETARY 1.00
Officer Director
$0 $0 $0
CLINT BRYSON TRUSTEE 1.00
Director
$0 $0 $0
KEN JENNINGS TRUSTEE 1.00
Director
$0 $0 $0
JACK KNOTTINGHAM TRUSTEE 1.00
Director
$0 $0 $0
STEVE DOYLE TRUSTEE 1.00
Director
$0 $0 $0
TRAVIS SHARP TRUSTEE 1.00
Director
$0 $0 $0
UBIE STAGG TRUSTEE 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $14,770,528 $12,315,287 $39,146,625 $2,455,241
2024 $13,991,285 $11,803,911 $34,595,273 $2,187,374
2023 $12,783,619 $10,065,383 $30,183,067 $2,718,236
2022 $11,788,089 $8,224,342 $27,375,397 $3,563,747
2021 $13,148,275 $11,062,219 $27,788,424 $2,086,056
2020 $12,357,506 $9,589,744 $24,774,325 $2,767,762
2019 $13,021,749 $10,743,505 $21,302,802 $2,278,244
2018 $11,280,327 $7,707,469 $17,716,011 $3,572,858
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