Civic Intelligence

Intl Brotherhood of Electrical Workers 640 Az Chapter Health & Welfare

EIN 86-6052414 • 501(c)9 • Phoenix, AZ

View Organization Page

Profile

To provide health & welfare benefits to eligible members and dependents of union members working for signatory employers in the electrical construction industry.

2001 W Camelback Road B350Phoenix, AZ 85015

n/A

Siviq Scores

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

Liabilities / Assets

75th percentile

0.20x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.32x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

88th percentile

34%

Higher net margin than 88% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

97th percentile

37%

Faster asset growth than 97% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

7.9%

Faster revenue growth than 52% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$84,291,480

Up $22,675,581 (+37%) from 2023

Liabilities

Up

$16,892,539

Up $2,989,646 (+22%) from 2023

Net Assets

Up

$67,398,941

Up $19,685,935 (+41%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin88th percentile

Revenue

Up

$53,256,170

Up $3,899,118 (+7.9%) from 2023

Expenses

Up

$35,333,903

Up $6,882,197 (+24%) from 2023

Net Income

Down

$17,922,267

Down $2,983,079 (-14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$100M$50M$0Assets 2011: $8,349,237Liabilities 2011: $5,248,370Net Assets 2011: $3,100,8672011Assets 2012: $10,366,341Liabilities 2012: $5,230,616Net Assets 2012: $5,135,7252012Assets 2013: $11,045,795Liabilities 2013: $5,505,346Net Assets 2013: $5,540,4492013Assets 2014: $12,278,977Liabilities 2014: $4,558,718Net Assets 2014: $7,720,2592014Assets 2015: $11,717,610Liabilities 2015: $5,319,464Net Assets 2015: $6,398,1462015Assets 2016: $12,769,694Liabilities 2016: $6,034,780Net Assets 2016: $6,734,9142016Assets 2017: $12,389,400Liabilities 2017: $7,346,085Net Assets 2017: $5,043,3152017Assets 2018: $11,788,313Liabilities 2018: $7,918,491Net Assets 2018: $3,869,8222018Assets 2019: $16,453,293Liabilities 2019: $7,393,095Net Assets 2019: $9,060,1982019Assets 2020: $20,210,907Liabilities 2020: $8,350,741Net Assets 2020: $11,860,1662020Assets 2021: $25,093,179Liabilities 2021: $11,231,678Net Assets 2021: $13,861,5012021Assets 2022: $35,183,361Liabilities 2022: $11,587,821Net Assets 2022: $23,595,5402022Assets 2023: $61,615,899Liabilities 2023: $13,902,893Net Assets 2023: $47,713,0062023Assets 2024: $84,291,480Liabilities 2024: $16,892,539Net Assets 2024: $67,398,9412024

Highlighted filing

2024

Assets$84,291,480
Liabilities$16,892,539
Net Assets$67,398,941
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $9,460,428Expenses 2011: $10,478,881Net Income 2011: -$1,018,4532011Revenue 2012: $11,609,557Expenses 2012: $9,459,130Net Income 2012: $2,150,4272012Revenue 2013: $11,397,194Expenses 2013: $10,788,115Net Income 2013: $609,0792013Revenue 2014: $11,635,776Expenses 2014: $9,561,598Net Income 2014: $2,074,1782014Revenue 2015: $9,763,630Expenses 2015: $10,827,434Net Income 2015: -$1,063,8042015Revenue 2016: $13,225,638Expenses 2016: $12,957,374Net Income 2016: $268,2642016Revenue 2017: $15,051,624Expenses 2017: $17,004,723Net Income 2017: -$1,953,0992017Revenue 2018: $17,158,877Expenses 2018: $17,375,704Net Income 2018: -$216,8272018Revenue 2019: $21,861,955Expenses 2019: $17,454,721Net Income 2019: $4,407,2342019Revenue 2020: $20,522,856Expenses 2020: $18,943,924Net Income 2020: $1,578,9322020Revenue 2021: $24,606,449Expenses 2021: $22,634,086Net Income 2021: $1,972,3632021Revenue 2022: $33,560,607Expenses 2022: $20,712,598Net Income 2022: $12,848,0092022Revenue 2023: $49,357,052Expenses 2023: $28,451,706Net Income 2023: $20,905,3462023Revenue 2024: $53,256,170Expenses 2024: $35,333,903Net Income 2024: $17,922,2672024

Highlighted filing

2024

Revenue$53,256,170
Expenses$35,333,903
Net Income$17,922,267
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
$84,291,480
Liabilities
$16,892,539
Net assets
$67,398,941
Revenue
$53,256,170
Expenses
$35,333,903
Net income
$17,922,267
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.3$16.9$67.4$53.3$35.3$17.9
2023Summary only. Only limited summary data is available for this year.$61.6$13.9$47.7$49.4$28.5$20.9
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.2$11.6$23.6$33.6$20.7$12.8
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.1$11.2$13.9$24.6$22.6$1.97
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.2$8.35$11.9$20.5$18.9$1.58
2019Summary only. Only limited summary data is available for this year.$16.5$7.39$9.06$21.9$17.5$4.41
2018Summary only. Only limited summary data is available for this year.$11.8$7.92$3.87$17.2$17.4$0.22
2017Summary only. Only limited summary data is available for this year.$12.4$7.35$5.04$15.1$17.0$1.95
2016Summary only. Only limited summary data is available for this year.$12.8$6.03$6.73$13.2$13.0$0.27
2015Summary only. Only limited summary data is available for this year.$11.7$5.32$6.40$9.76$10.8$1.06
2014Summary only. Only limited summary data is available for this year.$12.3$4.56$7.72$11.6$9.56$2.07
2013Summary only. Only limited summary data is available for this year.$11.0$5.51$5.54$11.4$10.8$0.61
2012Summary only. Only limited summary data is available for this year.$10.4$5.23$5.14$11.6$9.46$2.15
2011Summary only. Only limited summary data is available for this year.$8.35$5.25$3.10$9.46$10.5$1.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 18, 2025
Return Version
2024v5.2
Gross Receipts
$92,925,452
Mission and Program Overview

Mission

To provide health & welfare benefits to eligible members and dependents of union members working for signatory employers in the electrical construction industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,864,504$44,333,719▲ $21,469,215
Investments Other Securities$12,500,000$28,792,378▲ $16,292,378
Cash and Non-Interest-Bearing Accounts$10,069,073$5,244,069▼ $4,825,004
Accounts Receivable$5,601,504$4,849,623▼ $751,881
Savings and Temporary Cash Investments$10,503,718$1,000,308▼ $9,503,410
Prepaid Expenses and Deferred Charges$26,669$20,952▼ $5,717
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$61,615,899$84,291,480▲ $22,675,581
Other Assets Total$50,431$50,431→ $0
Liabilities
Other Liabilities$12,450,974$15,980,276▲ $3,529,302
Accounts Payable and Accrued Expenses$1,451,919$912,263▼ $539,656
Total Liabilities$13,902,893$16,892,539▲ $2,989,646
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$47,713,006$67,398,941▲ $19,685,935
Total Net Assets Fund Balance$47,713,006$67,398,941▲ $19,685,935
Total Liabilities and Net Assets / Fund Balance$61,615,899$84,291,480▲ $22,675,581
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Benjamin SolemChairman
Larry HowardCo-Chair
Amy OrtizTrustee
Dan AndersonTrustee
Debra MargrafTrustee
Dennis AnthonyTrustee
James CrutchfieldTrustee
John GannonTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue Shield of AZAdmin - InsurancePO Box 81049, Phoenix, AZ 85069-
Zenith American SolutionsAdministrator - Memb2001 W Camelback RD Suite B350, Phoenix, AZ 85015-
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$50,599,344
Investment Income
$2,646,826
Other Revenue
$10,000
Change in Net Assets
$17,922,267

Audited Revenue Reconciliation

Revenue per Audited Statements
$53,114,527
Revenue Not Reported on Financial Statements
$141,643
Revenue Not Reported on Form 990
$1,763,668
Total Revenue per Audited Statements
$54,878,195
Total Revenue per Form 990
$53,256,170
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,132,449
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---$32,201,454
Fees for Services Other---$1,903,146
Fees for Services Management---$669,637
Fees for Services Legal---$172,404
Fees for Service Investment Mgmnt Fees---$141,643
Fees for Services Accounting---$31,744
Office Expenses---$28,064
Other Expenses---$11,630
Insurance---$11,596
Total Functional Expenses$0$0$0$35,333,903

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$35,333,903
Expenses per Audited Statements$30,662,958
Total Expenses per Audited Statements$30,662,958
Expenses Not Reported on Financial Statements$4,670,945
Other Expense Adjustments$4,529,302
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
Claims Incurred but not reported$11,480,276
Accumulated Eligibility Credits$4,500,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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

Form 990, Part VI, Section A, Line 6

“the members of the organization are the members of local union 640.”

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

“Federal form 990 is provided to the full board of trustees at one of their regularly scheduled meetings for review by all of the trustees, after the submission of the form to the internal revenue service. a trustee reviews the form prior to its submission to the irs.”

Form 990, Part VI, Section B, Line 12C

“The board has each trustee sign a formal conflict of interest policy and return it to the fund office. the board conducts an annual or other periodic review of its arrangements with affected persons to ensure compliance with the fund's policy as outlined in the policy document.”

Form 990, Part VI, Section C, Line 19

“the information is provided to individuals upon written request to the board of trustees or the administrative office of the plan.”

Filing and Contact Details

Filer

Filer Name
Intl Brotherhood of Electrical Workers
EIN
86-6052414
Phone
6022002483
Address
2001 W Camelback Road B350, Phoenix, AZ 85015

Signing Officer

Name
Amy Ortiz
Title
Trustee
Signed
2025-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Ortiz
Formed
1963
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 2021-2023 remain subject to examination for federal income tax purposes and tax years 2020-2023 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. the fund is also exempt from state income taxes.”

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

“Change in Benefit Obligation $4529302”

Raw XML AppendixShowing 400 of 423 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/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt011596
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02269358
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02269358
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt012500000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt028792378
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt022864504
IRS990/InvestmentsPubTradedSecGrp/EOYAmt044333719
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt039669282
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide health & welfare benefits to eligible members and dependents of union members working for signatory employers in the electrical construction industry.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt047713006
IRS990/NetAssetsOrFundBalancesEOYAmt067398941
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0377468
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0377468
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01763668
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt047713006
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt067398941
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt028064
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt050431
IRS990/OtherAssetsTotalGrp/EOYAmt050431
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0NECASTAR
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/TotalAmt067101
IRS990/OtherExpensesGrp/TotalAmt158494
IRS990/OtherExpensesGrp/TotalAmt236990
IRS990/OtherExpensesGrp/TotalAmt311630
IRS990/OtherLiabilitiesGrp/BOYAmt012450974
IRS990/OtherLiabilitiesGrp/EOYAmt015980276
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010000
IRS990/OtherRevenueTotalAmt010000
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026669
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020952
IRS990/PrincipalOfficerNm0Amy Ortiz
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0Employee Contributions
IRS990/ProgramServiceRevenueGrp/Desc1Employer Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0827360
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt149771984
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0827360
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt149771984
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt025525666
IRS990/PYInvestmentIncomeAmt0571366
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02926040
IRS990/PYProgramServiceRevenueAmt048785686
IRS990/PYRevenuesLessExpensesAmt020905346
IRS990/PYTotalExpensesAmt028451706
IRS990/PYTotalRevenueAmt049357052
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt017922267
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010503718
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01000308
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04670945
IRS990ScheduleD/ExpensesSubtotalAmt030662958
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0141643
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0141643
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01763668
IRS990ScheduleD/OtherExpensesNotIncludedAmt04529302
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04500000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt111480276
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Claims Incurred but not reported
IRS990ScheduleD/RevenueNotReportedAmt01763668
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0141643
IRS990ScheduleD/RevenueSubtotalAmt053114527
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Tax Years 2021-2023 remain subject to examination for federal income tax purposes and tax years 2020-2023 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. the fund is also exempt from state income taxes.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in Benefit Obligation $4529302
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalBookValueSecuritiesAmt028792378
IRS990ScheduleD/TotalExpensesPerForm990Amt035333903
IRS990ScheduleD/TotalLiabilityAmt015980276
IRS990ScheduleD/TotalRevenuePerForm990Amt053256170
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt054878195
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt030662958
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0the members of the organization are the members of local union 640.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Federal form 990 is provided to the full board of trustees at one of their regularly scheduled meetings for review by all of the trustees, after the submission of the form to the internal revenue service. a trustee reviews the form prior to its submission to the irs.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board has each trustee sign a formal conflict of interest policy and return it to the fund office. the board conducts an annual or other periodic review of its arrangements with affected persons to ensure compliance with the fund's policy as outlined in the policy document.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3the information is provided to individuals upon written request to the board of trustees or the administrative office of the plan.
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 B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Contractor
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0See attached listing
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0Various
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0various
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd085012
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt061615899
IRS990/TotalAssetsEOYAmt084291480
IRS990/TotalAssetsGrp/BOYAmt061615899
IRS990/TotalAssetsGrp/EOYAmt084291480
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt035333903
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt013902893
IRS990/TotalLiabilitiesEOYAmt016892539
IRS990/TotalLiabilitiesGrp/BOYAmt013902893
IRS990/TotalLiabilitiesGrp/EOYAmt016892539
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt047713006
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt067398941
IRS990/TotalProgramServiceRevenueAmt050599344
IRS990/TotalRevenueGrp/ExclusionAmt02269358
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt050986812
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt053256170
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt061615899
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt084291480
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02001 W Camelback Road B350
IRS990/USAddress/CityNm0Phoenix
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd0850157404
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Ortiz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-18

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