Civic Intelligence

Southwest Multicraft

EIN 85-6010752 • 501(c)9 • Albuquerque, NM

View Organization Page

Profile

To provide accident, hospital, surgical, medical, death benefits and safety benefits.

6121 Indian School Rd NE 123Albuquerque, NM 87110

n/A

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

84th percentile

33%

Higher net margin than 84% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

92nd percentile

23%

Faster asset growth than 92% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

6.4%

Faster revenue growth than 48% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$143,543,196

Up $46,522,745 (+48%) from 2022

Liabilities

Down

$175,943

Down $37,740 (-18%) from 2022

Net Assets

Up

$143,367,253

Up $46,560,485 (+48%) from 2022

Operations
Liabilities / Revenue28th percentileNet Margin84th percentile

Revenue

Up

$39,299,664

Up $24,834,901 (+172%) from 2022

Expenses

Up

$26,227,594

Up $3,475,970 (+15%) from 2022

Net Income

Up

$13,072,070

Up $21,358,931 (+258%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$150M$100M$50M$0Assets 2011: $40,655,271Liabilities 2011: $15,177Net Assets 2011: $40,640,0942011Assets 2012: $42,589,957Liabilities 2012: $49,723Net Assets 2012: $42,540,2342012Assets 2013: $45,319,527Liabilities 2013: $116,575Net Assets 2013: $45,202,9522013Assets 2014: $52,135,711Liabilities 2014: $154,320Net Assets 2014: $51,981,3912014Assets 2015: $52,021,748Liabilities 2015: $200,315Net Assets 2015: $51,821,4332015Assets 2016: $54,903,517Liabilities 2016: $39,024Net Assets 2016: $54,864,4932016Assets 2017: $61,104,993Liabilities 2017: $167,683Net Assets 2017: $60,937,3102017Assets 2018: $70,302,823Liabilities 2018: $323,296Net Assets 2018: $69,979,5272018Assets 2019: $73,450,926Liabilities 2019: $330,701Net Assets 2019: $73,120,2252019Assets 2020: $85,176,452Liabilities 2020: $223,862Net Assets 2020: $84,952,5902020Assets 2021: $105,384,476Liabilities 2021: $290,847Net Assets 2021: $105,093,6292021Assets 2022: $97,020,451Liabilities 2022: $213,683Net Assets 2022: $96,806,7682022Assets 2024: $143,543,196Liabilities 2024: $175,943Net Assets 2024: $143,367,2532024

Highlighted filing

2024

Assets$143,543,196
Liabilities$175,943
Net Assets$143,367,253
Open 2024 Filing

Operations Trend

Revenue Growth48th percentile

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

$60M$40M$20M$0-$20MExpenses 2011: $11,332,2402011Expenses 2012: $12,979,8972012Expenses 2013: $12,666,7262013Revenue 2014: $19,849,798Expenses 2014: $13,071,359Net Income 2014: $6,778,4392014Revenue 2015: $13,311,610Expenses 2015: $13,471,568Net Income 2015: -$159,9582015Revenue 2016: $18,505,151Expenses 2016: $15,462,091Net Income 2016: $3,043,0602016Revenue 2017: $23,116,748Expenses 2017: $17,043,931Net Income 2017: $6,072,8172017Revenue 2018: $29,418,967Expenses 2018: $20,376,750Net Income 2018: $9,042,2172018Revenue 2019: $27,366,164Expenses 2019: $24,225,466Net Income 2019: $3,140,6982019Revenue 2020: $38,771,264Expenses 2020: $28,555,675Net Income 2020: $10,215,5892020Revenue 2021: $46,203,032Expenses 2021: $26,061,993Net Income 2021: $20,141,0392021Revenue 2022: $14,464,763Expenses 2022: $22,751,624Net Income 2022: -$8,286,8612022Revenue 2024: $39,299,664Expenses 2024: $26,227,594Net Income 2024: $13,072,0702024

Highlighted filing

2024

Revenue$39,299,664
Expenses$26,227,594
Net Income$13,072,070
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$143,543,196
Liabilities
$175,943
Net assets
$143,367,253
Revenue
$39,299,664
Expenses
$26,227,594
Net income
$13,072,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$144$0.18$143$39.3$26.2$13.1
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.0$0.21$96.8$14.5$22.8$8.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$0.29$105$46.2$26.1$20.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.2$0.22$85.0$38.8$28.6$10.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.5$0.33$73.1$27.4$24.2$3.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.3$0.32$70.0$29.4$20.4$9.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.1$0.17$60.9$23.1$17.0$6.07
2016Detailed filing. Detailed filing data is available for this year.$54.9$0.04$54.9$18.5$15.5$3.04
2015Detailed filing. Detailed filing data is available for this year.$52.0$0.20$51.8$13.3$13.5$0.16
2014Detailed filing. Detailed filing data is available for this year.$52.1$0.15$52.0$19.8$13.1$6.78
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.3$0.12$45.2$12.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.6$0.05$42.5$13.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.7$0.02$40.6$11.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 30, 2025
Return Version
2023v6.0
Gross Receipts
$177,779,463
Mission and Program Overview

Mission

To provide accident, hospital, surgical, medical, death benefits and safety benefits.

To provide accident, hospital, surgical, medical, death benefits and safety benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$116,478,418$143,367,253▲ $26,888,835
Investments in Publicly Traded Securities$111,143,908$137,786,501▲ $26,642,593
Accounts Receivable$2,452,474$3,198,384▲ $745,910
Savings and Temporary Cash Investments$2,950,638$2,514,354▼ $436,284
Prepaid Expenses and Deferred Charges$80,814$43,957▼ $36,857
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$116,627,834$143,543,196▲ $26,915,362
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$149,416$175,943▲ $26,527
Total Liabilities$149,416$175,943▲ $26,527
Net Assets / Fund Balance
Total Net Assets Fund Balance$116,478,418$143,367,253▲ $26,888,835
Total Liabilities and Net Assets / Fund Balance$116,627,834$143,543,196▲ $26,915,362
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Jose V Atencio JRChairman
Bob WariankaTrustee
Charles WatsonTrustee
Darrell DeaguerroTrustee
Michael DeaTrustee
Patrick ThomasTrustee
Richard RussomTrustee
Roman FeherTrustee
Steve CampbellTrustee
Edward Sim JrSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
BCBS ILlinoisAccess fees300 E Randolph St 22NE, chicago, IL 60601$1,421,275
Southwest Service Administrators IncAdministrator6121 Indian School Rd NE Ste 123, Albuquerque, NM 87110$1,095,343
Greenlight Cost ManagementCost management17015 N Scottsdale Rd Ste 350, Scottsdale, AZ 85255$214,075
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$34,268,211
Investment Income
$5,031,453
Other Revenue
$0
Change in Net Assets
$13,072,070

Audited Revenue Reconciliation

Revenue per Audited Statements
$38,903,371
Revenue Not Reported on Financial Statements
$396,293
Revenue Not Reported on Form 990
$13,816,765
Total Revenue per Audited Statements
$52,720,136
Total Revenue per Form 990
$39,299,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,569,242
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---$22,658,352
Fees for Service Investment Mgmnt Fees---$396,293
All Other Expenses---$135,789
Other Expenses---$80,383
Fees for Services Other---$80,166
Insurance---$36,471
Fees for Services Legal---$26,558
Fees for Services Accounting---$25,159
Office Expenses---$9,481
Conferences and Meetings---$1,234
Total Functional Expenses$0$0$0$26,227,594

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$26,227,594
Expenses per Audited Statements$25,831,301
Total Expenses per Audited Statements$25,831,301
Expenses Not Reported on Financial Statements$396,293
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed prior to the filing by the trustees.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Southwest Multicraft
EIN
85-6010752
Phone
5052658422
Address
6121 Indian School Rd NE 123, Albuquerque, NM 87110

Signing Officer

Name
Edward Sim Jr
Title
Secretary
Signed
2025-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Sim Jr
Formed
1960
Legal Domicile
Nm
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Baldwin Moffitt Behm LLP
Address
8399 E Indian School Rd 201, Scottsdale, AZ 85251
Preparer
Robert H Baldwin
Phone
4807369200
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Tax years ended 2022 - 2024 remain subject to examination for federal income tax purposes. The Fund uses a loss contingency approach for evaluating uncertain tax positions. The Fund continually evaluates expiring statues of limitations, audits, changes in tax laws and new authoritative rulings.”

Raw XML AppendixShowing 400 of 424 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.

Path#Value
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0137786501
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IRS990/IRPDocumentW2GCnt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt080814
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043957
IRS990/PrincipalOfficerNm0Edward Sim Jr
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IRS990/ProgramServiceRevenueGrp/Desc1Participants
IRS990/ProgramServiceRevenueGrp/Desc2Subrogation
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1178779
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1178779
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt259574
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IRS990/PYOtherExpensesAmt02876230
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IRS990/PYRevenuesLessExpensesAmt012140409
IRS990/PYTotalExpensesAmt024796107
IRS990/PYTotalRevenueAmt036936516
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IRS990ScheduleD/ExpensesSubtotalAmt025831301
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt0396293
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IRS990ScheduleD/RevenueNotReportedAmt013816765
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0396293
IRS990ScheduleD/RevenueSubtotalAmt038903371
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Tax years ended 2022 - 2024 remain subject to examination for federal income tax purposes. The Fund uses a loss contingency approach for evaluating uncertain tax positions. The Fund continually evaluates expiring statues of limitations, audits, changes in tax laws and new authoritative rulings.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 is reviewed prior to the filing by the trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0116627834
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0143543196
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06121 Indian School Rd NE 123
IRS990/USAddress/CityNm0Albuquerque
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087110
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Edward Sim Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary

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