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Nonprofit · EIN 23-7244353

UNITED FOOD & COMMERCIAL WORKERS & EMPS ARIZONA HEALTH & WELFARE TR

Tax-exempt · PHOENIX, AZ 85027

Financials

$172.5M$157.4M2023$130.4M$178.1M2024
Revenue Expenses · by fiscal year end
Financials of UNITED FOOD & COMMERCIAL WORKERS & EMPS ARIZONA HEALTH & WELFARE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$130,445,358$178,138,993-$47,693,635$178,665,378$65,929,093$112,736,285
December 31, 2023990$172,496,317$157,382,462$15,113,855$208,190,496$54,040,204$154,150,292
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$125,919,101
Investment income
$4,507,361
Net gain from sales of assets
$93,442
Other revenue
$18,896

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$162,742,457
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$228,416
Accounting fees
$198,588
Travel
$6,334

Balance sheet and other

Total assets, start of year
$208,190,496
Total assets, end of year
$178,665,378
Total liabilities, end of year
$65,929,093
Net assets, end of year
$112,736,285
Publicly traded securities
$32,823,460
Gross receipts
$154,886,133
Employees
0
Volunteers
0
Year formed
1968
State of legal domicile
AZ

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JAMES MCLAUGHLINUNION TRUSTEE
Trustee or director
0.5$0$305,435$10,689
AUTUMN MITCHELLUNION TRUSTEE
Trustee or director
0$0$190,188$10,689
MARTIN HERNANDEZUNION TRUSTEE
Trustee or director
0$0$154,775$11,305
KAITLYN PIAZZAUNION TRUSTEE
Trustee or director
0$0$145,455$10,689
OSCAR ARAGONUNION TRUSTEE
Trustee or director
0$0$107,010$10,689
JACQUELINE JONESEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
IAN ADAMSEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
BRENT BOHNEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
HENRY TAYLOREMPLOYER TRUSTEE
Trustee or director
2$0$0$0
LEROY WESTMORELANDEMPLOYER TRUSTEE - PAST
Trustee or director
2$0$0$0
ANDY LUKESEMPLOYER TRUSTEE - PAST
Trustee or director
2$0$0$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JAMES MCLAUGHLINUNION TRUSTEE
Trustee or director
0.5$0$310,879$12,344
AUTUMN MITCHELLUNION TRUSTEE
Trustee or director
0$0$210,351$12,344
MARTIN HERNANDEZUNION TRUSTEE
Trustee or director
0$0$167,947$11,144
KAITLYN PIAZZAUNION TRUSTEE
Trustee or director
0$0$146,126$12,344
JACQUELINE JONESEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
IAN ADAMSEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
LEROY WESTMORELANDEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
ANDY LUKESEMPLOYER TRUSTEE
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
2550 W UNION DR STE 290, PHOENIX, AZ 85027-0000
In care of
% BARBARA RAY SOUTHWEST SVC
Principal officer (990 for 2024)
James Mclaughlin, 2550 W Union Hills Dr Ste 290, Phoenix, AZ 85027
Signed the 990
JAMES MCLAUGHLIN, Union Trustee
Phone
(602) 324-0545
Return prepared by
MILLER KAPLAN ARASE LLP

Mission

SEE SCHEDULE O

990 for the year ended December 31, 2024

Program accomplishments

  • SEE SCHEDULE O

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
23-7244353
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1972
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$178,665,378
Income (IRS master file)
$154,886,133

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$130,445,358$178,138,993$178,665,378XML
990December 2023$172,496,317$157,382,462$208,190,496XML
990December 2022$199,517,838$155,906,263$183,210,848IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7244353).

Questions about UNITED FOOD & COMMERCIAL WORKERS & EMPS ARIZONA HEALTH & WELFARE TR

What is the EIN of UNITED FOOD & COMMERCIAL WORKERS & EMPS ARIZONA HEALTH & WELFARE TR?
The employer identification number (EIN) of UNITED FOOD & COMMERCIAL WORKERS & EMPS ARIZONA HEALTH & WELFARE TR is 23-7244353.
Is UNITED FOOD & COMMERCIAL WORKERS & EMPS ARIZONA HEALTH & WELFARE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1972.
Are donations to UNITED FOOD & COMMERCIAL WORKERS & EMPS ARIZONA HEALTH & WELFARE TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UNITED FOOD & COMMERCIAL WORKERS & EMPS ARIZONA HEALTH & WELFARE TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UNITED FOOD & COMMERCIAL WORKERS & EMPS ARIZONA HEALTH & WELFARE TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNITED FOOD & COMMERCIAL WORKERS & EMPS ARIZONA HEALTH & WELFARE TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of UNITED FOOD & COMMERCIAL WORKERS & EMPS ARIZONA HEALTH & WELFARE TR?
The 990 for the year ended December 31, 2024 names James Mclaughlin.
Who are the officers and directors of UNITED FOOD & COMMERCIAL WORKERS & EMPS ARIZONA HEALTH & WELFARE TR?
The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does UNITED FOOD & COMMERCIAL WORKERS & EMPS ARIZONA HEALTH & WELFARE TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $130,445,358, expenses of $178,138,993 and total assets of $178,665,378 at year end.

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