Civic Intelligence

Arizona Pipe Trades Health &

EIN 86-0104344 • 501(c)9 • Phoenix, AZ

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Profile

TO PROVIDE FOR HEALTH AND WELFARE BENEFITS FOR MEMBERS OF LOCAL 469 INCLUDING aCCIDENT, MEDICAL, SURGICAL, DISABILITY, DENTAL AND VISION BENEFITS.

3109 N 24th St 105Phoenix, AZ 85016

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.02x

Higher debt load relative to assets than 49% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

47th percentile

0.03x

Higher debt load relative to revenue than 47% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

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 2025

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

84th percentile

21%

Faster revenue growth than 84% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$114,481,998

Up $22,741,628 (+25%) from 2023

Liabilities

Up

$5,047,537

Up $956,550 (+23%) from 2023

Net Assets

Up

$109,434,461

Up $21,785,078 (+25%) from 2023

Operations
Liabilities / Revenue47th percentileNet Margin72nd percentile

Revenue

Up

$73,556,600

Up $21,608,669 (+42%) from 2023

Expenses

Up

$55,388,379

Up $15,156,210 (+38%) from 2023

Net Income

Up

$18,168,221

Up $6,452,459 (+55%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$150M$100M$50M$0Assets 2011: $34,272,462Liabilities 2011: $979,080Net Assets 2011: $33,293,3822011Assets 2012: $40,111,641Liabilities 2012: $1,918,940Net Assets 2012: $38,192,7012012Assets 2013: $40,384,090Liabilities 2013: $799,006Net Assets 2013: $39,585,0842013Assets 2015: $43,501,059Liabilities 2015: $681,728Net Assets 2015: $42,819,3312015Assets 2016: $44,039,230Liabilities 2016: $611,603Net Assets 2016: $43,427,6272016Assets 2017: $49,293,604Liabilities 2017: $564,497Net Assets 2017: $48,729,1072017Assets 2018: $54,924,235Liabilities 2018: $660,668Net Assets 2018: $54,263,5672018Assets 2019: $64,446,744Liabilities 2019: $1,277,248Net Assets 2019: $63,169,4962019Assets 2020: $75,515,796Liabilities 2020: $640,423Net Assets 2020: $74,875,3732020Assets 2021: $79,664,976Liabilities 2021: $355,849Net Assets 2021: $79,309,1272021Assets 2022: $78,272,120Liabilities 2022: $1,326,228Net Assets 2022: $76,945,8922022Assets 2023: $91,740,370Liabilities 2023: $4,090,987Net Assets 2023: $87,649,3832023Assets 2024: $114,481,998Liabilities 2024: $5,047,537Net Assets 2024: $109,434,4612024

Highlighted filing

2024

Assets$114,481,998
Liabilities$5,047,537
Net Assets$109,434,461
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$80M$60M$40M$20M$0-$20MRevenue 2011: $23,725,995Expenses 2011: $21,503,077Net Income 2011: $2,222,9182011Revenue 2012: $28,814,794Expenses 2012: $23,643,812Net Income 2012: $5,170,9822012Revenue 2013: $32,971,083Expenses 2013: $31,253,319Net Income 2013: $1,717,7642013Revenue 2015: $29,557,033Expenses 2015: $29,923,008Net Income 2015: -$365,9752015Revenue 2016: $25,525,187Expenses 2016: $24,564,675Net Income 2016: $960,5122016Revenue 2017: $24,213,891Expenses 2017: $19,384,553Net Income 2017: $4,829,3382017Revenue 2018: $30,740,016Expenses 2018: $24,656,897Net Income 2018: $6,083,1192018Revenue 2019: $35,374,888Expenses 2019: $26,491,890Net Income 2019: $8,882,9982019Revenue 2020: $40,808,090Expenses 2020: $30,235,474Net Income 2020: $10,572,6162020Revenue 2021: $27,553,893Expenses 2021: $31,540,962Net Income 2021: -$3,987,0692021Revenue 2022: $40,376,425Expenses 2022: $36,018,023Net Income 2022: $4,358,4022022Revenue 2023: $51,947,931Expenses 2023: $40,232,169Net Income 2023: $11,715,7622023Revenue 2024: $73,556,600Expenses 2024: $55,388,379Net Income 2024: $18,168,2212024

Highlighted filing

2024

Revenue$73,556,600
Expenses$55,388,379
Net Income$18,168,221
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$114,481,998
Liabilities
$5,047,537
Net assets
$109,434,461
Revenue
$73,556,600
Expenses
$55,388,379
Net income
$18,168,221
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$114$5.05$109$73.6$55.4$18.2
2023Detailed filing. Detailed filing data is available for this year.$91.7$4.09$87.6$51.9$40.2$11.7
2022Detailed filing. Detailed filing data is available for this year.$78.3$1.33$76.9$40.4$36.0$4.36
2021Detailed filing. Detailed filing data is available for this year.$79.7$0.36$79.3$27.6$31.5$3.99
2020Detailed filing. Detailed filing data is available for this year.$75.5$0.64$74.9$40.8$30.2$10.6
2019Detailed filing. Detailed filing data is available for this year.$64.4$1.28$63.2$35.4$26.5$8.88
2018Summary only. Only limited summary data is available for this year.$54.9$0.66$54.3$30.7$24.7$6.08
2017Summary only. Only limited summary data is available for this year.$49.3$0.56$48.7$24.2$19.4$4.83
2016Summary only. Only limited summary data is available for this year.$44.0$0.61$43.4$25.5$24.6$0.96
2015Summary only. Only limited summary data is available for this year.$43.5$0.68$42.8$29.6$29.9$0.37
2013Summary only. Only limited summary data is available for this year.$40.4$0.80$39.6$33.0$31.3$1.72
2012Summary only. Only limited summary data is available for this year.$40.1$1.92$38.2$28.8$23.6$5.17
2011Summary only. Only limited summary data is available for this year.$34.3$0.98$33.3$23.7$21.5$2.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Apr 4, 2025
Return Version
2023v6.0
Gross Receipts
$117,713,954
Mission and Program Overview

Mission

TO PROVIDE FOR HEALTH AND WELFARE BENEFITS FOR MEMBERS OF LOCAL 469 INCLUDING aCCIDENT, MEDICAL, SURGICAL, DISABILITY, DENTAL AND VISION BENEFITS.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$55,194,052$60,545,040▲ $5,350,988
Investments Other Securities$20,539,857$28,039,894▲ $7,500,037
Cash and Non-Interest-Bearing Accounts$720,890$9,429,992▲ $8,709,102
Accounts Receivable$7,089,668$8,831,462▲ $1,741,794
Savings and Temporary Cash Investments$6,102,038$5,789,548▼ $312,490
Prepaid Expenses and Deferred Charges$936,182$987,428▲ $51,246
Land, Buildings, and Equipment, Net$767,837$567,046▼ $200,791
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$91,740,370$114,481,998▲ $22,741,628
Other Assets Total$389,846$291,588▼ $98,258
Liabilities
Accounts Payable and Accrued Expenses$1,956,798$4,609,265▲ $2,652,467
Other Liabilities$2,134,189$438,272▼ $1,695,917
Total Liabilities$4,090,987$5,047,537▲ $956,550
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$87,649,383$109,434,461▲ $21,785,078
Total Net Assets Fund Balance$87,649,383$109,434,461▲ $21,785,078
Total Liabilities and Net Assets / Fund Balance$91,740,370$114,481,998▲ $22,741,628

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$567,046$422,760$989,806
Other Land Buildings-$42,696$42,696
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Aaron ButlerTrustee
Darrell foxTrustee
Dean Van KirkTrustee
Larry SavageTrustee
Matt DeWittTrustee
Nick GanemTrustee
Ron HudsonTrustee
Tony GauthierTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Everside Health LLCClinic Expenses1400 Wewatta Street Suite 350, Denver, CO 80202$1,819,500
CignaAdmin25500 N Norterra Drive, Phoenix, AZ 85085$1,433,359
Benesys IncContract Administrat7180 Koll Center Parkway Suite 200, Pleasanton, CA 94566$767,693
Delta Dental of ArizonaDental AdminPO Box 741737, Los Angeles, CA 90074$199,199
the segal companyConsultant1501 W Fountainhead Parkway Ste 370, Tempe, AZ 85282$130,103
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$71,065,762
Investment Income
$2,490,838
Other Revenue
$0
Change in Net Assets
$18,168,221

Audited Revenue Reconciliation

Revenue per Audited Statements
$73,556,600
Revenue Not Reported on Form 990
$3,616,857
Total Revenue per Audited Statements
$77,173,457
Total Revenue per Form 990
$73,556,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,371,124
Salaries, Compensation, and Employee Benefits$75,093
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$51,942,162
Fees for Services Management---$769,693
Fees for Services Legal---$191,938
Fees for Services Other---$130,103
Insurance---$99,973
Fees for Service Investment Mgmnt Fees---$95,765
Payroll Taxes---$75,093
Other Expenses---$48,203
Fees for Services Accounting---$41,496
All Other Expenses---$37,974
Conferences and Meetings---$10,802
Depreciation Depletion---$2,830
Total Functional Expenses$0$0$0$55,388,379

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$55,388,379
Total Expenses per Audited Statements$55,388,379
Total Expenses per Form 990$55,388,379
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$288,272
Due to Brokers for Securities Bought$150,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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 A, Line 6

“The members of the fund are the members of local union 469 and the members are allowed to elect the leadership of the local union who in turn appoint half of the members of the governing board. Additionally, piping industry promotion and education appoints the other half of the members of the board of trustees.”

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

“Federal form 990 is provided to the administrative office who provides a copy to the full board of trustees at one of their regularly scheduled meetings for review by all the trustees. The review may not occur prior to the submission of the form to the internal revenue service. the return is reviewed by the trustee signing the tax return prior to its filing with the service.”

Form 990, Part VI, Section C, Line 19

“Governing Documents are made available upon written request to the Board of Trustees or the Administrative Office.”

Filing and Contact Details

Filer

Filer Name
Arizona Pipe Trades Health &
EIN
86-0104344
Phone
6029561950
Address
3109 N 24th St 105, Phoenix, AZ 85016

Signing Officer

Name
Aaron Butler
Title
Trustee
Signed
2025-04-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Board of Trustees
Formed
1951
Legal Domicile
Az
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 2022-2024 remain subject to examination for federal income tax purposes, and tax years 2021-2024 remain subject to examination for state income tax purposes. The Fund uses a loss contingency approach for evaluating uncertain tax positions. The Fund continually evaluates expiring statutes of limitations, audits, changes in tax laws and new authoritative rulings.”

Raw XML AppendixShowing 400 of 458 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/Form990PartVIISectionAGrp/PersonNm0LARRY SAVAGE
IRS990/Form990PartVIISectionAGrp/PersonNm1Ron Hudson
IRS990/Form990PartVIISectionAGrp/PersonNm2Darrell fox
IRS990/Form990PartVIISectionAGrp/PersonNm3Nick Ganem
IRS990/Form990PartVIISectionAGrp/PersonNm4AARON BUTLER
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IRS990/Form990PartVIISectionAGrp/PersonNm6Tony Gauthier
IRS990/Form990PartVIISectionAGrp/PersonNm7Matt DeWitt
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/LandBldgEquipCostOrOtherBssAmt01032502
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IRS990/MissionDesc0TO PROVIDE FOR HEALTH AND WELFARE BENEFITS FOR MEMBERS OF LOCAL 469 INCLUDING aCCIDENT, MEDICAL, SURGICAL, DISABILITY, DENTAL AND VISION BENEFITS.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OtherExpensesGrp/Desc1Stop Loss
IRS990/OtherExpensesGrp/Desc2Printing and Publications
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IRS990/OtherExpensesGrp/TotalAmt1394800
IRS990/OtherExpensesGrp/TotalAmt2114188
IRS990/OtherExpensesGrp/TotalAmt348203
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt075093
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0987428
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IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1601951
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1601951
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IRS990/PYOtherExpensesAmt02770206
IRS990/PYProgramServiceRevenueAmt050886494
IRS990/PYRevenuesLessExpensesAmt011715762
IRS990/PYSalariesCompEmpBnftPaidAmt092466
IRS990/PYTotalExpensesAmt040232169
IRS990/PYTotalRevenueAmt051947931
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
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IRS990ScheduleD/ExpensesSubtotalAmt055388379
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IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0567046
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0422760
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0989806
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt042696
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0150000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1288272
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO BROKERS FOR SECURITIES BOUGHT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OPERATING LEASE LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt03616857
IRS990ScheduleD/RevenueSubtotalAmt073556600
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Tax Years 2022-2024 remain subject to examination for federal income tax purposes, and tax years 2021-2024 remain subject to examination for state income tax purposes. The Fund uses a loss contingency approach for evaluating uncertain tax positions. The Fund continually evaluates expiring statutes of limitations, audits, changes in tax laws and new authoritative rulings.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0567046
IRS990ScheduleD/TotalBookValueSecuritiesAmt028039894
IRS990ScheduleD/TotalExpensesPerForm990Amt055388379
IRS990ScheduleD/TotalLiabilityAmt0438272
IRS990ScheduleD/TotalRevenuePerForm990Amt073556600
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt077173457
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt055388379
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The members of the fund are the members of local union 469 and the members are allowed to elect the leadership of the local union who in turn appoint half of the members of the governing board. Additionally, piping industry promotion and education appoints the other half of the members of the board of trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Federal form 990 is provided to the administrative office who provides a copy to the full board of trustees at one of their regularly scheduled meetings for review by all the trustees. The review may not occur prior to the submission of the form to the internal revenue service. the return is reviewed by the trustee signing the tax return prior to its filing with the service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing Documents are made available upon written request to the Board of Trustees or the Administrative Office.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE ATTACHED LISTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0Varies
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0PHOENIX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0AZ
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UA Local 469
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Piping Industry Progress & Education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0860063630
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1860490231
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Labor Union
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Promotion
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03109 N 24th Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1125 S 52nd Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Phoenix
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Tempe
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt091740370
IRS990/TotalAssetsEOYAmt0114481998

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