Nonprofit · EIN 91-6058475
SOUND HEALTH & WELLNESS TRUST
Tax-exempt · BOTHELL, WA 98011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $300,999,287 | $329,009,002 | -$28,009,715 | $148,200,931 | $96,576,206 | $51,624,725 |
| March 31, 2024 | 990 | $296,025,091 | $311,499,425 | -$15,474,334 | $166,213,396 | $88,929,315 | $77,284,081 |
| March 31, 2023 | 990 | $293,925,611 | $299,958,602 | -$6,032,991 | $179,024,146 | $87,345,357 | $91,678,789 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $296,117,517
- Investment income
- $4,881,770
- Net gain from sales of assets
- -$1,160,365
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $322,241,880
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $552,905
- Accounting fees
- $291,444
Balance sheet and other
- Total assets, start of year
- $166,213,396
- Total assets, end of year
- $148,200,931
- Total liabilities, end of year
- $96,576,206
- Net assets, end of year
- $51,624,725
- Publicly traded securities
- $104,767,523
- Gross receipts
- $339,217,684
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1957
- 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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT KLITZKE POWERS | TRUSTEE/CHAIRMAN Trustee or director | 1 | $0 |
| BRENT BOHN | TRUSTEE Trustee or director | 1 | $0 |
| FAYE GUENTHER | TRUSTEE Trustee or director | 1 | $0 |
| JOE MIZRAHI | TRUSTEE/SECRETARY Trustee or director | 1 | $0 |
| YVONNE PETERS | TRUSTEE Trustee or director | 1 | $0 |
| SEAN HAMMOND | FORMER TRUSTEE Trustee or director | 1 | $0 |
| SARAH CHERIN | TRUSTEE Trustee or director | 1 | $0 |
| SHARON CARROLL | FORMER TRUSTEE Trustee or director | 1 | $0 |
| SEAN EMBLY | TRUSTEE Trustee or director | 1 | $0 |
| ERIC RENNER | trustee Trustee or director | 1 | $0 |
| KENDRA VALDEZ | TRUSTEE Trustee or director | 1 | $0 |
| ZACHERY ENGLANDER | TRUSTEE Trustee or director | 1 | $0 |
| JESSICA KONG | TRUSTEE Trustee or director | 1 | $0 |
| HENRY TAYLOR | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT KLITZKE POWERS | TRUSTEE/CHAIRMAN Trustee or director | 1 | $0 |
| BRENT BOHN | TRUSTEE Trustee or director | 1 | $0 |
| FAYE GUENTHER | TRUSTEE Trustee or director | 1 | $0 |
| JOE MIZRAHI | TRUSTEE/SECRETARY Trustee or director | 1 | $0 |
| YVONNE PETERS | TRUSTEE Trustee or director | 1 | $0 |
| SEAN HAMMOND | TRUSTEE Trustee or director | 1 | $0 |
| SARAH CHERIN | TRUSTEE Trustee or director | 1 | $0 |
| SHARON CARROLL | TRUSTEE Trustee or director | 1 | $0 |
| SEAN EMBLY | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL HINES | TRUSTEE Trustee or director | 0 | $0 |
| ERIC RENNER | trustee Trustee or director | 1 | $0 |
| KENDRA VALDEZ | trustee Trustee or director | 1 | $0 |
990 for the year ended March 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT KLITZKE POWERS | TRUSTEE/CHAIRMAN Trustee or director | 1 | $0 |
| BRENT BOHN | TRUSTEE Trustee or director | 1 | $0 |
| FAYE GUENTHER | TRUSTEE Trustee or director | 1 | $0 |
| JOE MIZRAHI | TRUSTEE/SECRETARY Trustee or director | 1 | $0 |
| YVONNE PETERS | TRUSTEE Trustee or director | 1 | $0 |
| SEAN HAMMOND | TRUSTEE Trustee or director | 1 | $0 |
| SARAH CHERIN | TRUSTEE Trustee or director | 1 | $0 |
| SHARON CARROLL | TRUSTEE Trustee or director | 1 | $0 |
| SEAN EMBLY | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL HINES | TRUSTEE Trustee or director | 1 | $0 |
| KENDRA VALDEZ | TRUSTEE Trustee or director | 1 | $0 |
| FRANK JORGENSEN | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 11724 NE 195TH ST STE 300, BOTHELL, WA 98011-3568
- In care of
- % SHANNON WILLIAMS
- Principal officer (990 for 2024)
- SCOTT KLITZKE POWERS, 11724 NE 195TH ST STE 300, BOTHELL, WA 98011
- Signed the 990
- SCOTT KLITZKE POWERS, CHAIRMAN
- Phone
- (206) 282-4100
- Website
- WWW.SOUNDHEALTHWELLNESS.COM
- Return prepared by
- MILLER KAPLAN ARASE LLP
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 91-6058475
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1960
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $148,200,931
- Income (IRS master file)
- $339,217,684
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $300,999,287 | $329,009,002 | $148,200,931 | XML |
| 990 | March 2024 | $296,025,091 | $311,499,425 | $166,213,396 | XML |
| 990 | March 2023 | $293,925,611 | $299,958,602 | $179,024,146 | XML |
| 990 | March 2022 | $269,875,972 | $284,848,356 | $181,681,087 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 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 91-6058475).
Questions about SOUND HEALTH & WELLNESS TRUST
- What is the EIN of SOUND HEALTH & WELLNESS TRUST?
- The employer identification number (EIN) of SOUND HEALTH & WELLNESS TRUST is 91-6058475.
- Is SOUND HEALTH & WELLNESS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1960.
- Are donations to SOUND HEALTH & WELLNESS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUND HEALTH & WELLNESS TRUST 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 SOUND HEALTH & WELLNESS TRUST due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUND HEALTH & WELLNESS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of SOUND HEALTH & WELLNESS TRUST?
- The 990 for the year ended March 31, 2025 names SCOTT KLITZKE POWERS.
- Who are the officers and directors of SOUND HEALTH & WELLNESS TRUST?
- The 990 for the year ended March 31, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does SOUND HEALTH & WELLNESS TRUST have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $300,999,287, expenses of $329,009,002 and total assets of $148,200,931 at year end.
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