United Food & Commercial Workers & Emps Arizona Health & Welfare Tr
- Assets
- $183.2m
- Revenue
- $199.5m
- Investments
- $96.1m
- Employees
- 0
- Location
- Phoenix, AZ
- Founding
- 09/1972
- Data as of
- 12/2022
- EIN
- 23-7244353
Organization Overview
United Food & Commercial Workers & Emps Arizona Health & Welfare Tr is located in Phoenix, AZ. The organization was established in 1972. According to its NTEE Classification (Y43) the organization is classified as: Voluntary Employees Beneficiary Associations (Non-Government), under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Food & Commercial Workers & Emps Arizona Health & Welfare Tr is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.
For the year ending 12/2022, United Food & Commercial Workers & Emps Arizona Health & Welfare Tr generated $199.5m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 3.6% each year. All expenses for the organization totaled $155.9m during the year ending 12/2022. While expenses have increased by 0.0% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
SEE SCHEDULE O
Describe the Organization's Program Activity:
Part 3 - Line 4a
SEE SCHEDULE O
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
James Mclaughlin Union Trustee | Trustee | 0.5 | $0 |
Autumn Mitchell Union Trustee | Trustee | 0 | $0 |
Martin Hernandez Union Trustee | Trustee | 0 | $0 |
Kaitlyn Piazza Union Trustee | Trustee | 0 | $0 |
Frederick Carter Union Trustee - Past | Trustee | 0 | $0 |
Jacqueline Jones Employer Trustee | Trustee | 2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Southwest Service Administrators In Admin. Services | 12/30/22 | $8,623,274 |
United Healthcare Admin Support Svcs | 12/30/22 | $512,450 |
Blue Cross Blue Shield Of Az Admin Support Svcs | 12/30/22 | $2,405,928 |
American Health Group Admin Support Svcs | 12/30/22 | $482,962 |
National Investment Services Inc Investment Services | 12/30/22 | $267,156 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $198,464,619 |
| Investment income | $1,032,474 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$29,121 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $199,517,838 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $140,397,039 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $6,423,913 |
| Fees for services: Legal | $232,232 |
| Fees for services: Accounting | $170,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $382,914 |
| Fees for services: Other | $3,701,981 |
| Advertising and promotion | $0 |
| Office expenses | $1,169,660 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $3,190 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $71,756 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $70,130 |
| All other expenses | $0 |
| Total functional expenses | $155,906,263 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $24,025,132 |
| Savings and temporary cash investments | $5,499,428 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $27,085,315 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $30,487,395 |
| Investments—other securities | $96,113,578 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $183,210,848 |
| Accounts payable and accrued expenses | $603,697 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $49,787,945 |
| Total liabilities | $50,391,642 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $132,819,206 |
| Total liabilities and net assets/fund balances | $183,210,848 |