Nonprofit · EIN 91-1040636
NORTHWEST FINANCIAL ASSOCIATIONS EBT
Tax-exempt · TACOMA, WA 98402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $23,622,123 | $22,879,669 | $742,454 | $4,219,897 | $1,095,364 | $3,124,533 |
| December 31, 2023 | 990 | $21,380,315 | $21,764,625 | -$384,310 | $3,540,162 | $1,158,083 | $2,382,079 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $23,562,053
- Investment income
- $60,070
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $20,688,344
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $5,361
- Accounting fees
- $24,752
Balance sheet and other
- Total assets, start of year
- $3,540,162
- Total assets, end of year
- $4,219,897
- Total liabilities, end of year
- $1,095,364
- Net assets, end of year
- $3,124,533
- Gross receipts
- $23,622,123
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1968
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Leanne Antonio | trustee Trustee or director | 1 | $0 |
| JOHN MANOLIDES | Trustee Trustee or director | 1 | $0 |
| Dwayne Aberle | Trustee Trustee or director | 1 | $0 |
| Glen Simecek | Trustee Trustee or director | 1 | $0 |
| KATHY SWENSON | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Collins | TRUSTEE-Past Trustee or director | 1 | $0 |
| Leanne Antonio | trustee Trustee or director | 1 | $0 |
| JOHN MANOLIDES | Trustee Trustee or director | 1 | $0 |
| Dwayne Aberle | Trustee Trustee or director | 1 | $0 |
| Glen Simecek | Trustee Trustee or director | 1 | $0 |
| KATHY SWENSON | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2106 PACIFIC AVE STE 501, TACOMA, WA 98402-3011
- In care of
- % VIMLY BENEFIT SOLUTIONS INC
- Principal officer (990 for 2024)
- Kathy Swenson, 2106 PACIFIC AVENUE 501, TACOMA, WA 98402
- Signed the 990
- Kathy Swenson, TRUSTEE
- Phone
- (253) 396-5500
- Website
- www.nwfatrust.com
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
Program accomplishments
- PROVIDED HEALTH, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
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
- 91-1040636
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $4,219,897
- Income (IRS master file)
- $23,622,123
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $23,622,123 | $22,879,669 | $4,219,897 | XML |
| 990 | December 2023 | $21,380,315 | $21,764,625 | $3,540,162 | XML |
| 990 | December 2022 | $17,264,223 | $17,345,623 | $3,892,474 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 91-1040636).
Questions about NORTHWEST FINANCIAL ASSOCIATIONS EBT
- What is the EIN of NORTHWEST FINANCIAL ASSOCIATIONS EBT?
- The employer identification number (EIN) of NORTHWEST FINANCIAL ASSOCIATIONS EBT is 91-1040636.
- Is NORTHWEST FINANCIAL ASSOCIATIONS EBT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
- Are donations to NORTHWEST FINANCIAL ASSOCIATIONS EBT tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NORTHWEST FINANCIAL ASSOCIATIONS EBT 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 NORTHWEST FINANCIAL ASSOCIATIONS EBT 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 NORTHWEST FINANCIAL ASSOCIATIONS EBT 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 NORTHWEST FINANCIAL ASSOCIATIONS EBT?
- The 990 for the year ended December 31, 2024 names Kathy Swenson.
- Who are the officers and directors of NORTHWEST FINANCIAL ASSOCIATIONS EBT?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does NORTHWEST FINANCIAL ASSOCIATIONS EBT have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $23,622,123, expenses of $22,879,669 and total assets of $4,219,897 at year end.
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All nonprofits in TACOMA · Washington · Mutual and membership benefit