Civic Intelligence

United Food and Commercial Workers and Employers Arizona Health & Welfare Trust

990 • Fiscal year 2013 • EIN 23-7244353

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 06, 2014

Organization ProfileN/A

View Organization Page

2400 W Dunlap AveSuite 25085021-2811

(602) 249-3582

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

98th percentile

1.28x

Higher debt load relative to assets than 98% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

86th percentile

0.32x

Higher debt load relative to revenue than 86% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Net Margin

46th percentile

2.6%

Higher net margin than 46% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Top Officer Pay

80th percentile

$241,761

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Asset Growth

88th percentile

24%

Faster asset growth than 88% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$33,753,930

Up $6,510,076 (+24%) from 2012

Net Assets

Up

-$9,555,989

Up $3,195,239 (+25%) from 2012

Liabilities

Up

$43,309,919

Up $3,314,837 (+8.3%) from 2012

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin46th percentile

Revenue

$137,185,344

No earlier filing loaded for comparison.

Expenses

Down

$133,635,205

Down $9,253,365 (-6.5%) from 2012

Net Income

$3,550,139

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0-$100MAssets 2010: $38,778,590Liabilities 2010: $35,749,053Net Assets 2010: $3,029,5372010Assets 2011: $33,935,264Liabilities 2011: $39,700,791Net Assets 2011: -$5,765,5272011Assets 2012: $27,243,854Liabilities 2012: $39,995,082Net Assets 2012: -$12,751,2282012Assets 2013: $33,753,930Liabilities 2013: $43,309,919Net Assets 2013: -$9,555,9892013Assets 2014: $38,771,548Liabilities 2014: $43,777,209Net Assets 2014: -$5,005,6612014Assets 2015: $51,335,120Liabilities 2015: $57,025,417Net Assets 2015: -$5,690,2972015Assets 2016: $51,614,334Liabilities 2016: $63,217,072Net Assets 2016: -$11,602,7382016Assets 2017: $74,128,835Liabilities 2017: $60,859,503Net Assets 2017: $13,269,3322017Assets 2018: $97,360,031Liabilities 2018: $54,016,615Net Assets 2018: $43,343,4162018Assets 2019: $139,601,376Liabilities 2019: $54,811,887Net Assets 2019: $84,789,4892019Assets 2020: $193,114,410Liabilities 2020: $51,124,675Net Assets 2020: $141,989,7352020Assets 2021: $142,595,036Liabilities 2021: $50,896,093Net Assets 2021: $91,698,9432021Assets 2022: $183,210,848Liabilities 2022: $50,391,642Net Assets 2022: $132,819,2062022Assets 2023: $208,190,496Liabilities 2023: $54,040,204Net Assets 2023: $154,150,2922023Assets 2024: $178,665,378Liabilities 2024: $65,929,093Net Assets 2024: $112,736,2852024

Highlighted filing

2013

Assets$33,753,930
Liabilities$43,309,919
Net Assets-$9,555,989
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0-$100MExpenses 2010: $125,607,2392010Expenses 2011: $141,527,1302011Expenses 2012: $142,888,5702012Revenue 2013: $137,185,344Expenses 2013: $133,635,205Net Income 2013: $3,550,1392013Revenue 2014: $136,071,510Expenses 2014: $131,388,269Net Income 2014: $4,683,2412014Revenue 2015: $150,219,143Expenses 2015: $155,874,870Net Income 2015: -$5,655,7272015Revenue 2016: $165,083,036Expenses 2016: $172,037,676Net Income 2016: -$6,954,6402016Revenue 2017: $183,238,267Expenses 2017: $158,599,114Net Income 2017: $24,639,1532017Revenue 2018: $190,692,893Expenses 2018: $159,948,975Net Income 2018: $30,743,9182018Revenue 2019: $197,372,087Expenses 2019: $156,723,154Net Income 2019: $40,648,9332019Revenue 2020: $214,292,498Expenses 2020: $159,136,162Net Income 2020: $55,156,3362020Revenue 2021: $114,391,174Expenses 2021: $162,839,528Net Income 2021: -$48,448,3542021Revenue 2022: $199,517,838Expenses 2022: $155,906,263Net Income 2022: $43,611,5752022Revenue 2023: $172,496,317Expenses 2023: $157,382,462Net Income 2023: $15,113,8552023Revenue 2024: $130,445,358Expenses 2024: $178,138,993Net Income 2024: -$47,693,6352024

Highlighted filing

2013

Revenue$137,185,344
Expenses$133,635,205
Net Income$3,550,139
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 6, 2014
Return Version
2013v3.1
Gross Receipts
$139,622,544
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$4,222,482$13,559,216▲ $9,336,734
Accounts Receivable$13,296,522$10,498,909▼ $2,797,613
Investments in Publicly Traded Securities$9,724,850$9,695,805▼ $29,045
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-12,751,228$-9,555,989▲ $3,195,239
Total Assets$27,243,854$33,753,930▲ $6,510,076
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$39,560,137$42,819,105▲ $3,258,968
Accounts Payable and Accrued Expenses$434,945$490,814▲ $55,869
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$39,995,082$43,309,919▲ $3,314,837
Net Assets / Fund Balance
Total Net Assets Fund Balance$-12,751,228$-9,555,989▲ $3,195,239
Total Liabilities and Net Assets / Fund Balance$27,243,854$33,753,930▲ $6,510,076
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleOtherTotal
Martin HernandezUnion Trustee$113,497$113,497
Autumn MitchellUnion Trustee$97,127$97,127

Board Members and Trustees

NameTitle
Frank StegmanEmployer Trustee
Ian AdamsEmployer Trustee
James NygrenEmployer Trustee
Stuart MarcusEmployer Trustee
James MclaughlinUnion Trustee
Paul RubinUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Southwest Service Administrators InAdmin. Services-$6,003,755
Bluecross Blueshield Of Arizona InCost Containment-$1,418,210
Patient Care PartnershipMedical Billing Rev.-$650,676
Miller Kaplan Arase LLPFs & Payroll Audits-$174,080
Crews Macquarrie Associates INCActuarial Sevices-$155,112
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$136,629,133
Investment Income
$343,881
Other Revenue
$212,330
Change in Net Assets
$3,550,139

Audited Revenue Reconciliation

Revenue per Audited Statements
$137,185,344
Revenue Not Reported on Form 990
$-354,900
Total Revenue per Audited Statements
$136,830,444
Total Revenue per Form 990
$137,185,344
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,927,481
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$123,707,724
Fees for Services Management---$3,932,717
Other Expenses---$1,443,145
Office Expenses---$695,708
Fees for Services Other---$509,090
All Other Expenses---$391,906
Fees for Services Accounting---$174,080
Fees for Services Legal---$160,920
Conferences and Meetings---$46,809
Insurance---$44,525
Fees for Service Investment Mgmnt Fees---$14,251
Total Functional Expenses$0$0$0$133,635,205

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$133,635,205
Total Expenses per Audited Statements$133,635,205
Total Expenses per Form 990$133,635,205
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$38,414,600
Prepaid Deductible Account Program$4,404,505
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
23-7244353
In Care Of
% BARBARA RAY
Phone
6022493582

Signing Officer

Name
James J McLaughlin
Title
Chairman
Phone
6022493582
Signed
2014-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Mclaughlin
Formed
1968
Legal Domicile
Az
Voting Board Members
8
Independent Board Members
8
Employees
1,279
Volunteers
0

Preparer

Preparer
Miller Kaplan Arase Llp
Phone
6022493582
Supplemental Narrative

Additional Explanations

PART I AND III, LINE 1 - ORGANIZATION'S MISSION:

“The united food and commercial workers and employers arizona health and welfare trust is a multiemployer welfare benefit plan providing medical-hospital, dental, prescription, vision, disability, death and accidental death and dismemberment benefits to participants. Part vi, question 11b: form 990 is presented for review and signature at board of trustee meetings. Part vi, questions 15a and 15b: the board of trustees do not receive compensation. The organization does not have other officers or "key employees", as defined. Part vi, question 19: governing documents - no documents available to the puplic. Financial statements - audited statements are only available upon request.”

Financial Statement Notes

PART X, LINE 2:

“The Plan has adopted guidance on accounting for uncertainty in income taxes issued by the Financial Accounting Standards Board. The Plan administrator believes that the Plan has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. Certain prior years information returns filed by the Plan are subject to examination by authorities for statutory periods.”

Raw XML AppendixShowing 400 of 456 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02437200
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0-12751228
IRS990/NetAssetsOrFundBalancesEOYAmt0-9555989
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-43892
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-43892
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-354900
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt0695708
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MEDICAL NETWORK ACCESS FEES
IRS990/OtherExpensesGrp/Desc1MAYO HEALTH NW PPO FEES
IRS990/OtherExpensesGrp/Desc2CASE MANAGEMENT FEES
IRS990/OtherExpensesGrp/Desc3SAVE PROGRAM FEES
IRS990/OtherExpensesGrp/TotalAmt01418210
IRS990/OtherExpensesGrp/TotalAmt1650676
IRS990/OtherExpensesGrp/TotalAmt2445444
IRS990/OtherExpensesGrp/TotalAmt31443145
IRS990/OtherLiabilitiesGrp/BOYAmt039560137
IRS990/OtherLiabilitiesGrp/EOYAmt042819105
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0FORFEITURES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0212330
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0212330
IRS990/OtherRevenueTotalAmt0212330
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JAMES MCLAUGHLIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2RETIREE SELF-PAYMENTS
IRS990/ProgramServiceRevenueGrp/Desc3SUPPLEMENTAL EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0128097794
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1674936
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21593043
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt36263360
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0128097794
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1674936
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21593043
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt36263360
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0132899953
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0629953
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt09988617
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0134835759
IRS990/PYRevenuesLessExpensesAmt0-7422858
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0142888570
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0135465712
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03550139
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-12751228
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-9555989
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0133635205
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-354900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt038414600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14404505
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID DEDUCTIBLE ACCOUNT PROGRAM
IRS990ScheduleD/RevenueNotReportedAmt0-354900
IRS990ScheduleD/RevenueSubtotalAmt0137185344
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan has adopted guidance on accounting for uncertainty in income taxes issued by the Financial Accounting Standards Board. The Plan administrator believes that the Plan has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. Certain prior years information returns filed by the Plan are subject to examination by authorities for statutory periods.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt0133635205
IRS990ScheduleD/TotalLiabilityAmt042819105
IRS990ScheduleD/TotalRevenuePerForm990Amt0137185344
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0136830444
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0133635205
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0225438
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1144556
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt03883
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt13883
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt08736
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt18736
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt03704
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt11126
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAMES MCLAUGHLIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1PAUL RUBIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0241761
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1158301
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE UNITED FOOD AND COMMERCIAL WORKERS AND EMPLOYERS ARIZONA HEALTH AND WELFARE TRUST IS A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING MEDICAL-HOSPITAL, DENTAL, PRESCRIPTION, VISION, DISABILITY, DEATH AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS. PART VI, QUESTION 11B: FORM 990 IS PRESENTED FOR REVIEW AND SIGNATURE AT BOARD OF TRUSTEE MEETINGS. PART VI, QUESTIONS 15A AND 15B: THE BOARD OF TRUSTEES DO NOT RECEIVE COMPENSATION. THE ORGANIZATION DOES NOT HAVE OTHER OFFICERS OR "KEY EMPLOYEES", AS DEFINED. PART VI, QUESTION 19: GOVERNING DOCUMENTS - NO DOCUMENTS AVAILABLE TO THE PUPLIC. FINANCIAL STATEMENTS - AUDITED STATEMENTS ARE ONLY AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I AND III, LINE 1 - ORGANIZATION'S MISSION:
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt027243854
IRS990/TotalAssetsEOYAmt033753930
IRS990/TotalAssetsGrp/BOYAmt027243854
IRS990/TotalAssetsGrp/EOYAmt033753930
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt01279
IRS990/TotalFunctionalExpensesGrp/TotalAmt0133635205
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt039995082
IRS990/TotalLiabilitiesEOYAmt043309919
IRS990/TotalLiabilitiesGrp/BOYAmt039995082

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,753,930
Liabilities
$43,309,919
Net assets
-$9,555,989
Revenue
$137,185,344
Expenses
$133,635,205
Net income
$3,550,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$179$65.9$113$130$178$47.7
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$208$54.0$154$172$157$15.1
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$183$50.4$133$200$156$43.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$143$50.9$91.7$114$163$48.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$193$51.1$142$214$159$55.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$140$54.8$84.8$197$157$40.6
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.4$54.0$43.3$191$160$30.7
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.1$60.9$13.3$183$159$24.6
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.6$63.2$11.6$165$172$6.95
2015Detailed filing. Detailed filing data is available for this year.$51.3$57.0$5.69$150$156$5.66
2014Detailed filing. Detailed filing data is available for this year.$38.8$43.8$5.01$136$131$4.68
2013Detailed filing. Detailed filing data is available for this year.$33.8$43.3$9.56$137$134$3.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$40.0$12.8$143
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.9$39.7$5.77$142
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.8$35.7$3.03$126