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Nonprofit · EIN 93-6021475

OREGON TEAMSTER EMPLOYERS TRUST

Tax-exempt · PORTLAND, OR 97208

Financials

$221.5M$197.1M2023$228.5M$215.5M2024
Revenue Expenses · by fiscal year end
Financials of OREGON TEAMSTER EMPLOYERS TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$228,515,136$215,452,185$13,062,951$246,492,657$43,711,638$202,781,019
December 31, 2023990$221,452,719$197,137,209$24,315,510$231,546,583$41,760,099$189,786,484
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$220,289,455
Investment income
$8,208,125
Net gain from sales of assets
-$627,092
Other revenue
$17,556

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$206,577,201
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$128,412
Accounting fees
$188,107

Balance sheet and other

Total assets, start of year
$231,546,583
Total assets, end of year
$246,492,657
Total liabilities, end of year
$43,711,638
Net assets, end of year
$202,781,019
Publicly traded securities
$214,164,807
Gross receipts
$420,935,824
Employees
0
Volunteers
0
Year formed
1957
State of legal domicile
OR

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
MARK DAVISONTRUSTEE/CHAIR
Trustee or director, Officer
1$0
JERRY D'AMBROSIOTRUSTEE/SECRETARY
Trustee or director, Officer
1$0
STEVE KONOPATRUSTEE
Trustee or director
1$0
COLIN JACKSONTRUSTEE
Trustee or director
1$0
ADAM WINSTONTRUSTEE
Trustee or director
2$0
SEAN HAMMONDTRUSTEE
Trustee or director
1$0
WALTER LACHAPELLETRUSTEE
Trustee or director
1$0
LESLIE SLOYTRUSTEE (THRU 01/16/2024)
Trustee or director
1$0
CHRIS MUHSTRUSTEE
Trustee or director
1$0
DAVID SCHMIDTTRUSTEE
Trustee or director
1$0
BRENT BOHNTRUSTEE
Trustee or director
1$0
MARK MCBRIDETRUSTEE
Trustee or director
1$0
DAREL HARDENBROOKTRUSTEE (EFF 01/16/2024)
Trustee or director
1$0
SEE SCHEDULE O FOR COMPENSATIONPAID BY RELATED ORGANIZATIONS
Trustee or director
1$0
990 for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensation
STEVE KONOPATRUSTEE
Trustee or director
1$0
COLIN JACKSONTRUSTEE
Trustee or director
1$0
ADAM WINSTONTRUSTEE
Trustee or director
1$0
JERRY D'AMBROSIOTRUSTEE/SECRETARY
Trustee or director, Officer
1$0
MARK DAVISONTRUSTEE/CHAIR
Trustee or director, Officer
1$0
SEAN HAMMONDTRUSTEE
Trustee or director
1$0
WALTER LACHAPELLETRUSTEE
Trustee or director
1$0
LESLIE SLOYTRUSTEE
Trustee or director
1$0
CHRIS MUHSTRUSTEE
Trustee or director
1$0
DAVID SCHMIDTTRUSTEE
Trustee or director
1$0
BRENT BOHNTRUSTEE
Trustee or director
1$0
MARK MCBRIDETRUSTEE
Trustee or director
1$0
SEE SCHEDULE O FOR COMPENSATIONPAID BY RELATED ORGANIZATIONS
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 4148, PORTLAND, OR 97208-4148
In care of
% THE WILLIAM C EARHART CO I
Principal officer (990 for 2024)
MARK DAVISON, PO BOX 4148, PORTLAND, OR 972084148
Signed the 990
MARK DAVISON, TRUSTEE
Phone
(503) 282-5581
Return prepared by
WITHUMSMITHBROWNPC

Mission

PROVIDE HEALTH, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDED HEALTH, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN.

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
93-6021475
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1960
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$246,492,657
Income (IRS master file)
$420,935,824

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$228,515,136$215,452,185$246,492,657XML
990December 2023$221,452,719$197,137,209$231,546,583XML
990December 2022$219,952,619$200,902,845$202,883,982IRS
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 93-6021475).

Questions about OREGON TEAMSTER EMPLOYERS TRUST

What is the EIN of OREGON TEAMSTER EMPLOYERS TRUST?
The employer identification number (EIN) of OREGON TEAMSTER EMPLOYERS TRUST is 93-6021475.
Is OREGON TEAMSTER EMPLOYERS TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1960.
Are donations to OREGON TEAMSTER EMPLOYERS TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does OREGON TEAMSTER EMPLOYERS 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 OREGON TEAMSTER EMPLOYERS TRUST 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 OREGON TEAMSTER EMPLOYERS TRUST 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 OREGON TEAMSTER EMPLOYERS TRUST?
The 990 for the year ended December 31, 2024 names MARK DAVISON.
Who are the officers and directors of OREGON TEAMSTER EMPLOYERS TRUST?
The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
How much revenue does OREGON TEAMSTER EMPLOYERS TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $228,515,136, expenses of $215,452,185 and total assets of $246,492,657 at year end.

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