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Nonprofit · EIN 27-6838771

OMNITRADE HEALTH TR

Also known as JOHN B SCATES TTEE

Tax-exempt · MUKILTEO, WA 98275

Financials

$39.1M$39M2022$48.6M$48.6M2023$54.7M$54.6M2024
Revenue Expenses · by fiscal year end
Financials of OMNITRADE HEALTH TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$54,720,392$54,566,124$154,268$1,506,090$982,218$523,872
December 31, 2023990$48,647,157$48,644,395$2,762$1,416,276$1,046,672$369,604
December 31, 2022990 (amended)$39,055,906$39,017,466$38,440$1,240,414$873,572$366,842
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$54,694,844
Investment income
$10,749
Other revenue
$14,799

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$48,905,972
Compensation of officers, directors and key employees
$83,078
Salaries, compensation and benefits (total)
$83,078
Professional fundraising fees
$0
Legal fees
$153,587
Accounting fees
$38,200

Balance sheet and other

Total assets, start of year
$1,416,276
Total assets, end of year
$1,506,090
Total liabilities, end of year
$982,218
Net assets, end of year
$523,872
Gross receipts
$54,720,392
Employees
0
Volunteers
0
Year formed
2011
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.

NameTitleHours / weekCompensation
JOHN B SCATESTRUSTEE
Trustee or director, Officer
5$83,078
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
John B ScatesTrustee
Trustee or director, Officer
5$73,903
990 for the year ended December 31, 2022: 1 people
NameTitleHours / weekCompensation
John B ScatesTrustee
Trustee or director, Officer
5$59,391

Address and contacts

Address (IRS master file)
PO BOX 6, MUKILTEO, WA 98275-0006
In care of
% ERIK RYAN BENEFIT SOLUTIONS INC
Principal officer (990 for 2024)
JOHN B SCATES, PO BOX 6, MUKILTEO, WA 982750006
Signed the 990
JOHN B SCATES, TRUSTEE
Phone
(425) 771-7359
Return prepared by
ANASTASI MOORE & MARTIN PLLC

Mission

TO PROVIDE A TRUST UNDER WHICH ELIGIBLE EMPLOYERS MAY MAKE CERTAIN WELFARE BENEFITS AVAILABLE FOR THEIR PARTICIPANTS, THROUGH GROUP INSURANCE OR OTHERWISE.

990 for the year ended December 31, 2024

Program accomplishments

  • THE TRUST WAS ESTABLISHED TO HOLD INSURANCE POLICIES THROUGH WHICH PARTICIPATING EMPLOYERS CAN PROVIDE PROGRAMS OF HEALTH AND OTHER INSURANCE BENEFITS UNDER THE EMPLOYEE BENEFIT PLANS THEY MAINTAIN FOR THEIR EMPLOYEES AND 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
27-6838771
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2014
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,506,090
Income (IRS master file)
$54,720,392

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$54,720,392$54,566,124$1,506,090XML
990December 2023$48,647,157$48,644,395$1,416,276XML
990December 2022$39,055,906$39,017,466$1,240,414XML
990December 2021–––IRS
990December 2020–––IRS
990December 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 27-6838771).

Questions about OMNITRADE HEALTH TR

What is the EIN of OMNITRADE HEALTH TR?
The employer identification number (EIN) of OMNITRADE HEALTH TR is 27-6838771.
Is OMNITRADE HEALTH TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
Are donations to OMNITRADE HEALTH TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does OMNITRADE HEALTH TR 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 OMNITRADE HEALTH TR 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 OMNITRADE HEALTH TR 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 OMNITRADE HEALTH TR?
The 990 for the year ended December 31, 2024 names JOHN B SCATES.
Who are the officers and directors of OMNITRADE HEALTH TR?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $83,078 (JOHN B SCATES, TRUSTEE).
How much revenue does OMNITRADE HEALTH TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $54,720,392, expenses of $54,566,124 and total assets of $1,506,090 at year end.

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