Nonprofit · EIN 86-6025729
ARIZONA SHEET METAL TRADE TRUST FUND
Also known as BOARD OF TRUSTEES
Tax-exempt · PHOENIX, AZ 85027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $20,544,159 | $13,771,692 | $6,772,467 | $42,120,285 | $6,976,246 | $35,144,039 |
| September 30, 2024 | 990 | $19,615,255 | $14,634,422 | $4,980,833 | $34,203,066 | $7,443,708 | $26,759,358 |
| September 30, 2023 | 990 | $15,158,336 | $9,804,054 | $5,354,282 | $23,934,977 | $5,108,038 | $18,826,939 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $18,885,658
- Investment income
- $1,658,501
- Net gain from sales of assets
- $310,843
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $12,462,297
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $29,272
- Professional fundraising fees
- $0
- Legal fees
- $37,875
- Accounting fees
- $24,087
Balance sheet and other
- Total assets, start of year
- $34,203,066
- Total assets, end of year
- $42,120,285
- Total liabilities, end of year
- $6,976,246
- Net assets, end of year
- $35,144,039
- Publicly traded securities
- $38,242,136
- Gross receipts
- $39,476,303
- Employees
- 0
- Year formed
- 1959
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nicholas Ganem | Trustee Trustee or director | 1 | $0 |
| James Dinan | Co-Chairman Trustee or director | 1 | $0 |
| Jeff Holly | Chairman Trustee or director | 1 | $0 |
| Michael Daugherty | Trustee Trustee or director | 1 | $0 |
| Luke Kasper | Trustee Trustee or director | 1 | $0 |
| Albert Blanco Jr | Trustee Trustee or director | 1 | $0 |
| Mike Sapien | Trustee Trustee or director | 1 | $0 |
| Michelle Dinan-Cardone | Trustee Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nicholas Ganem | Trustee Trustee or director | 1 | $0 |
| James Dinan | Co-Chairman Trustee or director | 1 | $0 |
| Tom McDermott | Co-Chairman Trustee or director | 1 | $0 |
| Jeff Holly | Chairman Trustee or director | 1 | $0 |
| Michael Daugherty | Trustee Trustee or director | 1 | $0 |
| Pat Montroy | Trustee Trustee or director | 1 | $0 |
| Luke Kasper | Trustee Trustee or director | 1 | $0 |
| Albert Blanco Jr | Trustee Trustee or director | 1 | $0 |
990 for the year ended September 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nicholas Ganem | Trustee Trustee or director | 1 | $0 |
| James Dinan | Chairman Trustee or director | 1 | $0 |
| Tom McDermott | CO Chairman Trustee or director | 1 | $0 |
| Jeff Holly | Trustee Trustee or director | 1 | $0 |
| Michael Daugherty | Trustee Trustee or director | 1 | $0 |
| Pat Montroy | Trustee Trustee or director | 1 | $0 |
| Luke Kasper | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2550 W UNION HILLS DR STE 290, PHOENIX, AZ 85027-5198
- In care of
- % SOUTHWEST SERVICE ADM INC
- Principal officer (990 for 2024)
- Board of Trustees
- Signed the 990
- James Dinan, Chairman
- Phone
- (602) 249-3582
- Return prepared by
- Baldwin Moffitt Behm LLP
Mission
To provide accident, health, medical, surgical, disability, vision, dental, and death benefits to qualified participants and their dependents.
Program accomplishments
- To provide health and welfare benefits for eligible participants and their dependents.
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 86-6025729
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1961
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $42,120,285
- Income (IRS master file)
- $39,476,303
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $20,544,159 | $13,771,692 | $42,120,285 | XML |
| 990 | September 2024 | $19,615,255 | $14,634,422 | $34,203,066 | XML |
| 990 | September 2023 | $15,158,336 | $9,804,054 | $23,934,977 | XML |
| 990 | September 2022 | $10,090,669 | $7,234,027 | $16,872,741 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | 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 86-6025729).
Questions about ARIZONA SHEET METAL TRADE TRUST FUND
- What is the EIN of ARIZONA SHEET METAL TRADE TRUST FUND?
- The employer identification number (EIN) of ARIZONA SHEET METAL TRADE TRUST FUND is 86-6025729.
- Is ARIZONA SHEET METAL TRADE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1961.
- Are donations to ARIZONA SHEET METAL TRADE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ARIZONA SHEET METAL TRADE TRUST FUND 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 ARIZONA SHEET METAL TRADE TRUST FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ARIZONA SHEET METAL TRADE TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of ARIZONA SHEET METAL TRADE TRUST FUND?
- The 990 for the year ended September 30, 2025 names Board of Trustees.
- Who are the officers and directors of ARIZONA SHEET METAL TRADE TRUST FUND?
- The 990 for the year ended September 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does ARIZONA SHEET METAL TRADE TRUST FUND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $20,544,159, expenses of $13,771,692 and total assets of $42,120,285 at year end.
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