Nonprofit · EIN 91-1041556
SOUTHWEST MONTANA BUILDING TRADES VACATION PLAN
Tax-exempt · SPOKANE, WA 99201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $1,206,393 | $1,077,815 | $128,578 | $1,640,560 | $0 | $1,640,560 |
| May 31, 2024 | 990 | $1,105,853 | $1,439,140 | -$333,287 | $1,496,866 | $0 | $1,496,866 |
| May 31, 2023 | 990 | $1,543,631 | $1,667,098 | -$123,467 | $1,842,380 | $4,151 | $1,838,229 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,135,606
- Investment income
- $43,191
- Net gain from sales of assets
- $1,197
- Other revenue
- $27,596
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $995,538
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $5,655
- Accounting fees
- $14,000
- Occupancy
- $214
Balance sheet and other
- Total assets, start of year
- $1,496,866
- Total assets, end of year
- $1,640,560
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,640,560
- Publicly traded securities
- $1,073,530
- Gross receipts
- $3,280,145
- Employees
- 0
- Volunteers
- 2
- Year formed
- 1968
- State of legal domicile
- MT
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MIKE BAKER | UNION TRUSTEE Trustee or director | 1 | $0 | $72,415 | $32,026 |
| ADAM HAIGHT | CHAIRMAN, UNION TRUSTEE Trustee or director, Officer | 1 | $0 | $76,250 | $24,143 |
| RICHARD MORRISON | SECRETARY, EMPLOYER TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CODY MORRITT | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NICK PATCH | EMPLOYER TRUSTEE (OUTGOING) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended May 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADAM HAIGHT | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| RICHARD MORRISON | SECRETARY Trustee or director, Officer | 1 | $0 |
| MIKE BAKER | TRUSTEE Trustee or director | 1 | $0 |
| CODY MORRITT | TRUSTEE Trustee or director | 1 | $0 |
| NICK PATCH | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended May 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIKE BAKER | TRUSTEE Trustee or director | 1 | $0 |
| ADAM HAIGHT | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| RICHARD MORRISON | SECRETARY Trustee or director, Officer | 1 | $0 |
| CODY MORRITT | TRUSTEE Trustee or director | 1 | $0 |
| NICK PATCH | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1322 N POST PL, SPOKANE, WA 99201-2520
- In care of
- % ZENITH AMERICAN SOLUTIONS
- Principal officer (990 for 2024)
- ADAM HAIGHT, 1322 N POST PLACE, SPOKANE, WA 99201
- Signed the 990
- ADAM HAIGHT, CHAIRMAN
- Phone
- (800) 872-8979
- Return prepared by
- ANASTASI MOORE & MARTIN PLLC
Mission
TO ADMINISTER ONE OR MORE VACATION-SAVINGS PLANS FOR THE PARTICIPATING EMPLOYEES ON WHOSE BEHALF THE CONTRIBUTIONS HAVE BEEN PAID, AND THEIR BENEFICIARIES.
Program accomplishments
- TO PROVIDE VACATION 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 91-1041556
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1980
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,640,560
- Income (IRS master file)
- $3,280,145
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $1,206,393 | $1,077,815 | $1,640,560 | XML |
| 990 | May 2024 | $1,105,853 | $1,439,140 | $1,496,866 | XML |
| 990 | May 2023 | $1,543,631 | $1,667,098 | $1,842,380 | XML |
| 990 | May 2022 | $1,654,633 | $2,009,061 | $1,981,675 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 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 91-1041556).
Questions about SOUTHWEST MONTANA BUILDING TRADES VACATION PLAN
- What is the EIN of SOUTHWEST MONTANA BUILDING TRADES VACATION PLAN?
- The employer identification number (EIN) of SOUTHWEST MONTANA BUILDING TRADES VACATION PLAN is 91-1041556.
- Is SOUTHWEST MONTANA BUILDING TRADES VACATION PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1980.
- Are donations to SOUTHWEST MONTANA BUILDING TRADES VACATION PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHWEST MONTANA BUILDING TRADES VACATION PLAN 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 SOUTHWEST MONTANA BUILDING TRADES VACATION PLAN due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWEST MONTANA BUILDING TRADES VACATION PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of SOUTHWEST MONTANA BUILDING TRADES VACATION PLAN?
- The 990 for the year ended May 31, 2025 names ADAM HAIGHT.
- Who are the officers and directors of SOUTHWEST MONTANA BUILDING TRADES VACATION PLAN?
- The 990 for the year ended May 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does SOUTHWEST MONTANA BUILDING TRADES VACATION PLAN have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $1,206,393, expenses of $1,077,815 and total assets of $1,640,560 at year end.
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