Nonprofit · EIN 93-1309129
PORTLAND POLICE ASSOCIATION RETIREE HEALTH PLAN AND TRUST
Tax-exempt · SPOKANE, WA 99205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,292,817 | $2,839,375 | $1,453,442 | $39,834,037 | $17,743 | $39,816,294 |
| December 31, 2024 | 990 | $5,223,237 | $2,323,797 | $2,899,440 | $36,602,253 | $20,401 | $36,581,852 |
| December 31, 2023 | 990 | $3,521,007 | $2,164,599 | $1,356,408 | $31,997,564 | $28,913 | $31,968,651 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,507,836
- Investment income
- $1,784,751
- Net gain from sales of assets
- $497,295
- Other revenue
- $230
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $2,534,120
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $52,574
- Accounting fees
- $11,000
Balance sheet and other
- Total assets, start of year
- $36,602,253
- Total assets, end of year
- $39,834,037
- Total liabilities, end of year
- $17,743
- Net assets, end of year
- $39,816,294
- Publicly traded securities
- $39,120,157
- Gross receipts
- $7,768,672
- Employees
- 0
- Volunteers
- 8
- Year formed
- 2002
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jim Habkirk | Chairman Trustee or director, Officer | 1 | $0 |
| Ryan Reagan | Secretary Trustee or director, Officer | 1 | $0 |
| Aaron Schmautz | Board Member Trustee or director | 1 | $0 |
| Chris Kulp | Board Member Trustee or director | 1 | $0 |
| Chris Cass | Board Member Trustee or director | 1 | $0 |
| Tom Perkins | Board Member Trustee or director | 1 | $0 |
| Casey Hettman | Board Member Trustee or director | 1 | $0 |
| Steve Sharp | Board Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jim Habkirk | Chairman Trustee or director, Officer | 1 | $0 |
| Ryan Reagan | Secretary Trustee or director, Officer | 1 | $0 |
| Aaron Schmautz | Board Member Trustee or director | 1 | $0 |
| Chris Kulp | Board Member Trustee or director | 1 | $0 |
| Chris Cass | Board Member Trustee or director | 1 | $0 |
| Tom Perkins | Board Member Trustee or director | 1 | $0 |
| Casey Hettman | Board Member Trustee or director | 1 | $0 |
| Steve Sharp | Board Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICO BENIGA | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS CASS | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS KULP | TRUSTEE Trustee or director | 1 | $0 |
| TOM PERKINS | RETIREE BOARD MEMBER Trustee or director | 1 | $0 |
| AARON SCHMAUTZ | TRUSTEE Trustee or director | 1 | $0 |
| RYAN REAGAN | SECRETARY Trustee or director, Officer | 1 | $0 |
| JIM HABKIRK | CHAIRMAN Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5433, SPOKANE, WA 99205-0433
- In care of
- % ROBERT KING
- Principal officer (990 for 2025)
- Jim Habkirk, PO Box 5433, Spokane, WA 99205
- Signed the 990
- Jim Habkirk, Chairman
- Phone
- (800) 872-8979
- Return prepared by
- Baldwin Moffitt Behm LLP
Mission
Health and welfare benefits paid to or on behalf of the plans eligible participants and dependents.
Program accomplishments
- Health & welfare benefits paid to or on behalf of the plans eligible participants 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 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
- 93-1309129
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $39,834,037
- Income (IRS master file)
- $7,768,672
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $4,292,817 | $2,839,375 | $39,834,037 | XML |
| 990 | December 2024 | $5,223,237 | $2,323,797 | $36,602,253 | XML |
| 990 | December 2023 | $3,521,007 | $2,164,599 | $31,997,564 | XML |
| 990 | December 2022 | $3,330,244 | $1,919,119 | $28,471,706 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 93-1309129).
Questions about PORTLAND POLICE ASSOCIATION RETIREE HEALTH PLAN AND TRUST
- What is the EIN of PORTLAND POLICE ASSOCIATION RETIREE HEALTH PLAN AND TRUST?
- The employer identification number (EIN) of PORTLAND POLICE ASSOCIATION RETIREE HEALTH PLAN AND TRUST is 93-1309129.
- Is PORTLAND POLICE ASSOCIATION RETIREE HEALTH PLAN AND TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2001.
- Are donations to PORTLAND POLICE ASSOCIATION RETIREE HEALTH PLAN AND TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PORTLAND POLICE ASSOCIATION RETIREE HEALTH PLAN AND 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 PORTLAND POLICE ASSOCIATION RETIREE HEALTH PLAN AND TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PORTLAND POLICE ASSOCIATION RETIREE HEALTH PLAN AND TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of PORTLAND POLICE ASSOCIATION RETIREE HEALTH PLAN AND TRUST?
- The 990 for the year ended December 31, 2025 names Jim Habkirk.
- Who are the officers and directors of PORTLAND POLICE ASSOCIATION RETIREE HEALTH PLAN AND TRUST?
- The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does PORTLAND POLICE ASSOCIATION RETIREE HEALTH PLAN AND TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,292,817, expenses of $2,839,375 and total assets of $39,834,037 at year end.
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