Civic Intelligence

Phoenix Painting Industry H&W Trust

EIN 86-6051048 • 501(c)9 • Phoenix, AZ

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Profile

Health & Welfare Benefit Plan

Post Office Box 43170Phoenix, AZ 85080

n/A

Siviq Scores

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

Liabilities / Assets

81st percentile

0.24x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

0.36x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

71st percentile

20%

Higher net margin than 71% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

88th percentile

22%

Faster asset growth than 88% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

21%

Faster revenue growth than 79% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$12,288,334

Up $2,237,475 (+22%) from 2023

Liabilities

Up

$2,910,564

Up $220,410 (+8.2%) from 2023

Net Assets

Up

$9,377,770

Up $2,017,065 (+27%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin71st percentile

Revenue

Up

$8,140,331

Up $1,436,080 (+21%) from 2023

Expenses

Up

$6,546,178

Up $1,307,495 (+25%) from 2023

Net Income

Up

$1,594,153

Up $128,585 (+8.8%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$15M$10M$5.0M$0Assets 2011: $3,868,340Liabilities 2011: $706,521Net Assets 2011: $3,161,8192011Assets 2012: $3,750,175Liabilities 2012: $846,637Net Assets 2012: $2,903,5382012Assets 2013: $3,531,539Liabilities 2013: $1,098,643Net Assets 2013: $2,432,8962013Assets 2014: $2,946,289Liabilities 2014: $897,486Net Assets 2014: $2,048,8032014Assets 2015: $4,431,486Liabilities 2015: $1,050,930Net Assets 2015: $3,380,5562015Assets 2016: $5,129,130Liabilities 2016: $1,075,722Net Assets 2016: $4,053,4082016Assets 2017: $6,648,655Liabilities 2017: $1,361,878Net Assets 2017: $5,286,7772017Assets 2018: $6,837,708Liabilities 2018: $1,551,388Net Assets 2018: $5,286,3202018Assets 2019: $7,906,402Liabilities 2019: $1,849,095Net Assets 2019: $6,057,3072019Assets 2020: $7,937,442Liabilities 2020: $1,777,320Net Assets 2020: $6,160,1222020Assets 2021: $8,745,449Liabilities 2021: $2,364,202Net Assets 2021: $6,381,2472021Assets 2022: $8,000,817Liabilities 2022: $2,779,376Net Assets 2022: $5,221,4412022Assets 2023: $10,050,859Liabilities 2023: $2,690,154Net Assets 2023: $7,360,7052023Assets 2024: $12,288,334Liabilities 2024: $2,910,564Net Assets 2024: $9,377,7702024

Highlighted filing

2024

Assets$12,288,334
Liabilities$2,910,564
Net Assets$9,377,770
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,919,631Expenses 2011: $1,812,174Net Income 2011: $107,4572011Revenue 2012: $2,107,664Expenses 2012: $2,221,670Net Income 2012: -$114,0062012Revenue 2013: $2,632,375Expenses 2013: $3,077,981Net Income 2013: -$445,6062013Revenue 2014: $2,199,657Expenses 2014: $2,547,169Net Income 2014: -$347,5122014Revenue 2015: $4,255,595Expenses 2015: $2,872,979Net Income 2015: $1,382,6162015Revenue 2016: $3,847,336Expenses 2016: $3,304,158Net Income 2016: $543,1782016Revenue 2017: $4,327,544Expenses 2017: $3,327,203Net Income 2017: $1,000,3412017Revenue 2018: $4,734,198Expenses 2018: $4,288,708Net Income 2018: $445,4902018Revenue 2019: $5,335,182Expenses 2019: $4,765,449Net Income 2019: $569,7332019Revenue 2020: $4,402,489Expenses 2020: $5,040,353Net Income 2020: -$637,8642020Revenue 2021: $4,690,569Expenses 2021: $4,747,509Net Income 2021: -$56,9402021Revenue 2022: $4,720,475Expenses 2022: $4,991,482Net Income 2022: -$271,0072022Revenue 2023: $6,704,251Expenses 2023: $5,238,683Net Income 2023: $1,465,5682023Revenue 2024: $8,140,331Expenses 2024: $6,546,178Net Income 2024: $1,594,1532024

Highlighted filing

2024

Revenue$8,140,331
Expenses$6,546,178
Net Income$1,594,153
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$12,288,334
Liabilities
$2,910,564
Net assets
$9,377,770
Revenue
$8,140,331
Expenses
$6,546,178
Net income
$1,594,153
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.3$2.91$9.38$8.14$6.55$1.59
2023Detailed filing. Detailed filing data is available for this year.$10.1$2.69$7.36$6.70$5.24$1.47
2022Detailed filing. Detailed filing data is available for this year.$8.00$2.78$5.22$4.72$4.99$0.27
2021Detailed filing. Detailed filing data is available for this year.$8.75$2.36$6.38$4.69$4.75$0.06
2020Detailed filing. Detailed filing data is available for this year.$7.94$1.78$6.16$4.40$5.04$0.64
2019Detailed filing. Detailed filing data is available for this year.$7.91$1.85$6.06$5.34$4.77$0.57
2018Summary only. Only limited summary data is available for this year.$6.84$1.55$5.29$4.73$4.29$0.45
2017Summary only. Only limited summary data is available for this year.$6.65$1.36$5.29$4.33$3.33$1.00
2016Summary only. Only limited summary data is available for this year.$5.13$1.08$4.05$3.85$3.30$0.54
2015Summary only. Only limited summary data is available for this year.$4.43$1.05$3.38$4.26$2.87$1.38
2014Summary only. Only limited summary data is available for this year.$2.95$0.90$2.05$2.20$2.55$0.35
2013Summary only. Only limited summary data is available for this year.$3.53$1.10$2.43$2.63$3.08$0.45
2012Summary only. Only limited summary data is available for this year.$3.75$0.85$2.90$2.11$2.22$0.11
2011Summary only. Only limited summary data is available for this year.$3.87$0.71$3.16$1.92$1.81$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$10,964,263
Mission and Program Overview

Mission

Health & Welfare Benefit Plan

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,289,733$10,390,133▲ $2,100,400
Rtn Earn Endowment Incm Other Fnds$7,360,705$9,377,770▲ $2,017,065
Cash and Non-Interest-Bearing Accounts$823,772$772,850▼ $50,922
Accounts Receivable$559,062$746,591▲ $187,529
Savings and Temporary Cash Investments$235,876$372,463▲ $136,587
Prepaid Expenses and Deferred Charges$142,416$6,297▼ $136,119
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$10,050,859$12,288,334▲ $2,237,475
Other Assets Total-$0-
Liabilities
Other Liabilities$2,684,360$2,885,360▲ $201,000
Accounts Payable and Accrued Expenses$5,794$25,204▲ $19,410
Total Liabilities$2,690,154$2,910,564▲ $220,410
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,360,705$9,377,770▲ $2,017,065
Total Liabilities and Net Assets / Fund Balance$10,050,859$12,288,334▲ $2,237,475
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Michael N LeeChairman
Ana HansonCo-Chair
Casey CannonTrustee
Ernesto ToscanoTrustee
Grant KoepkeTrustee
Luis F RoblesTrustee
Mario SantoyoTrustee
Roberto CamachoTrustee
Zach FarmerTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue Shield of ArizonaClaims admin fees2444 W Las Palmaritas Dr, Phoenix, AZ 85021$346,402
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,825,664
Investment Income
$314,667
Other Revenue
$0
Change in Net Assets
$1,594,153

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,123,735
Revenue Not Reported on Financial Statements
$16,596
Revenue Not Reported on Form 990
$422,912
Total Revenue per Audited Statements
$8,546,647
Total Revenue per Form 990
$8,140,331
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$490,019
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---$6,056,159
Fees for Services Other---$395,202
Fees for Services Management---$40,356
Fees for Service Investment Mgmnt Fees---$16,596
Fees for Services Legal---$13,241
Fees for Services Accounting---$10,082
Insurance---$6,075
Other Expenses---$3,168
Travel---$1,173
Total Functional Expenses$0$0$0$6,546,178

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,546,178
Expenses per Audited Statements$6,328,582
Total Expenses per Audited Statements$6,328,582
Expenses Not Reported on Financial Statements$217,596
Other Expense Adjustments$201,000
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
Accumulated Eligibility Credits$1,360,000
Claims Payable$1,331,560
Premiums due to insurers$193,800
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 B, Line 11B

“a copy of the form 990 is reviewed by an individual designated by the board of trustees before it is filed. The 990 is then presented to the full board at the next regularly scheduled board meeting.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon written request.”

Filing and Contact Details

Filer

Filer Name
Phoenix Painting Industry H&W Trust
EIN
86-6051048
Phone
6022493582
Address
Post Office Box 43170, Phoenix, AZ 85080

Signing Officer

Name
Ana Hanson
Title
Co-Chair
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Board of Trustees
Formed
1955
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
Pamela Mullins
Phone
4807369200
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Accounting principles generally accepted in the United States of America require Fund management to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“change in benefit obligation $201000”

Raw XML AppendixShowing 400 of 642 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED ELIGIBILITY CREDITS
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require Fund management to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1change in benefit obligation $201000
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0a copy of the form 990 is reviewed by an individual designated by the board of trustees before it is filed. The 990 is then presented to the full board at the next regularly scheduled board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Documents are available upon written request.
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/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5CONSTRUCTION

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