Civic Intelligence

Glendale Union Hsd Employee Benefit Trust

EIN 74-2490334 • 501(c)9 • Glendale, AZ

Profile

Provide for and pay plan participants medical claims, dental claims, life insurance premiums, and dependent care assistance.

7650 N 43rd AveGlendale, AZ 85301

www.guhsdaz.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2023

Net Margin

93rd percentile

73%

Higher net margin than 93% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

61st percentile

$0

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2022

Asset Growth

57th percentile

7.0%

Faster asset growth than 57% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-1.4%

Faster revenue growth than 27% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Up

$13,290,101

Up $867,797 (+7.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$13,290,101

Up $867,797 (+7.0%) from 2022

Revenue

Down

$1,188,317

Down $17,414 (-1.4%) from 2022

Expenses

Down

$320,519

Down $622,624 (-66%) from 2022

Net Income

Up

$867,798

Up $605,210 (+230%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $6,887,192Liabilities 2011: $0Net Assets 2011: $6,887,1922011Assets 2012: $9,200,662Liabilities 2012: $0Net Assets 2012: $9,200,6622012Assets 2013: $8,907,261Liabilities 2013: $0Net Assets 2013: $8,907,2612013Assets 2014: $10,713,630Liabilities 2014: $0Net Assets 2014: $10,713,6302014Assets 2015: $9,160,766Liabilities 2015: $0Net Assets 2015: $9,160,7662015Assets 2016: $9,922,727Liabilities 2016: $0Net Assets 2016: $9,922,7272016Assets 2017: $9,740,127Liabilities 2017: $0Net Assets 2017: $9,740,1272017Assets 2018: $10,231,769Liabilities 2018: $0Net Assets 2018: $10,231,7692018Assets 2019: $10,057,513Liabilities 2019: $0Net Assets 2019: $10,057,5132019Assets 2020: $11,474,241Liabilities 2020: $0Net Assets 2020: $11,474,2412020Assets 2021: $12,159,715Liabilities 2021: $0Net Assets 2021: $12,159,7152021Assets 2022: $12,422,304Liabilities 2022: $0Net Assets 2022: $12,422,3042022Assets 2023: $13,290,101Liabilities 2023: $0Net Assets 2023: $13,290,1012023

Highlighted filing

2023

Assets$13,290,101
Liabilities$0
Net Assets$13,290,101

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $14,992,834Expenses 2011: $12,806,380Net Income 2011: $2,186,4542011Revenue 2012: $15,066,470Expenses 2012: $12,753,000Net Income 2012: $2,313,4702012Revenue 2013: $13,598,882Expenses 2013: $13,892,483Net Income 2013: -$293,6012013Revenue 2014: $14,300,956Expenses 2014: $12,528,851Net Income 2014: $1,772,1052014Revenue 2015: $15,194,706Expenses 2015: $14,268,286Net Income 2015: $926,4202015Revenue 2016: $13,137,010Expenses 2016: $12,375,049Net Income 2016: $761,9612016Revenue 2017: $12,314,971Expenses 2017: $12,497,571Net Income 2017: -$182,6002017Revenue 2018: $13,252,192Expenses 2018: $12,760,550Net Income 2018: $491,6422018Revenue 2019: $13,846,103Expenses 2019: $14,020,359Net Income 2019: -$174,2562019Revenue 2020: $13,608,789Expenses 2020: $12,192,061Net Income 2020: $1,416,7282020Revenue 2021: $3,236,269Expenses 2021: $943,399Net Income 2021: $2,292,8702021Revenue 2022: $1,205,731Expenses 2022: $943,143Net Income 2022: $262,5882022Revenue 2023: $1,188,317Expenses 2023: $320,519Net Income 2023: $867,7982023

Highlighted filing

2023

Revenue$1,188,317
Expenses$320,519
Net Income$867,798

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 4, 2023
Return Version
2022v5.0
Gross Receipts
$1,188,317
Mission and Program Overview

Mission

Provide for and pay plan participants medical claims, dental claims, life insurance premiums, and dependent care assistance.

Provide for and pay plan participants medical claims dental claims life insurance premiums and dependent care assistance

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$12,422,304$13,290,101▲ $867,797
Rtn Earn Endowment Incm Other Fnds$12,422,304$13,290,101▲ $867,797
Total Assets$12,422,304$13,290,101▲ $867,797
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,422,304$13,290,101▲ $867,797
Total Liabilities and Net Assets / Fund Balance$12,422,304$13,290,101▲ $867,797
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$871,485
Investment Income
$316,832
Other Revenue
$0
Change in Net Assets
$867,798
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,575
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---$311,944
Other Expenses---$8,575
Total Functional Expenses$0$0$0$320,519
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

The 990 is provided to the Board annually.

Part VI Line 12C

Conflict of interest documents are completed annually.

Part VI Line 19

The Trust follows Glendale Union's Conflict of Interest Policies

Filing and Contact Details

Filer

Filer Name
Glendale Union HSD Employee Benefit Trust
EIN
74-2490334
In Care Of
% Nate Bowler
Phone
6234356000
Address
7650 N 43rd Ave, Glendale, AZ 85301

Signing Officer

Name
Nate Bowler
Title
CFO
Phone
6234356000
Signed
2023-12-04

Organization Details

Principal Officer
Nate Bowler
Formed
1984
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
4
Employees
0
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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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