Nonprofit · EIN 86-6025730
ARIZONA OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND
Also known as LOCAL 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 | $25,988,681 | $22,843,436 | $3,145,245 | $67,801,507 | $12,575,862 | $55,225,645 |
| September 30, 2024 | 990 | $24,539,930 | $20,195,863 | $4,344,067 | $62,647,528 | $13,002,849 | $49,644,679 |
| September 30, 2023 | 990 | $23,204,705 | $17,176,661 | $6,028,044 | $48,188,646 | $11,654,997 | $36,533,649 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $22,841,228
- Investment income
- $3,147,453
- Net gain from sales of assets
- $1,081,383
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $22,185,709
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $71,368
- Accounting fees
- $17,673
Balance sheet and other
- Total assets, start of year
- $62,647,528
- Total assets, end of year
- $67,801,507
- Total liabilities, end of year
- $12,575,862
- Net assets, end of year
- $55,225,645
- Publicly traded securities
- $54,872,894
- Gross receipts
- $37,500,595
- 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 |
|---|---|---|---|
| David Martin | Chairman/Sec Trustee or director, Officer | 1 | $0 |
| Todd Wynn | Trustee Trustee or director | 1 | $0 |
| David Sikorski | Chairman Trustee or director, Officer | 1 | $0 |
| Steve Campbell | Trustee Trustee or director | 1 | $0 |
| Shannon Wright | Trustee Trustee or director | 1 | $0 |
| David Garbarino | Trustee Trustee or director | 1 | $0 |
| Perry Hawkins | Trustee Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Martin | Chairman Trustee or director, Officer | 1 | $0 |
| Mike Lee | Secretary Trustee or director, Officer | 1 | $0 |
| Tim Davies | Trustee Trustee or director | 1 | $0 |
| David Sikorski | Trustee Trustee or director | 1 | $0 |
| Steve Campbell | Trustee Trustee or director | 1 | $0 |
| Jay Stevens | Trustee Trustee or director | 1 | $0 |
| Shannon Wright | Trustee Trustee or director | 1 | $0 |
| David Garbarino | Trustee Trustee or director | 1 | $0 |
| Perry Hawkins | Trustee Trustee or director | 1 | $0 |
990 for the year ended September 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Martin | Secretary Trustee or director, Officer | 1 | $0 |
| Mike Lee | Chairman Trustee or director, Officer | 1 | $0 |
| Tim Davies | Trustee Trustee or director | 1 | $0 |
| Steve Campbell | Trustee Trustee or director | 1 | $0 |
| Jay Stevens | Trustee Trustee or director | 1 | $0 |
| Shannon Wright | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2550 W UNION HILLS DR STE 290, PHOENIX, AZ 85027-5198
- Principal officer (990 for 2024)
- Board of Trustees
- Signed the 990
- David Martin, Secretary
- Phone
- (602) 249-3582
- Return prepared by
- Baldwin Moffitt Behm LLP
Mission
To Provide Medical and Insurance benefits for members.
Program accomplishments
- Medical Benefits and Insurance premiums paid for eligible members 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
- 86-6025730
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1970
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $67,801,507
- Income (IRS master file)
- $37,500,595
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $25,988,681 | $22,843,436 | $67,801,507 | XML |
| 990 | September 2024 | $24,539,930 | $20,195,863 | $62,647,528 | XML |
| 990 | September 2023 | $23,204,705 | $17,176,661 | $48,188,646 | XML |
| 990 | September 2022 | $19,751,569 | $17,093,689 | $37,883,672 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | 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 86-6025730).
Questions about ARIZONA OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND
- What is the EIN of ARIZONA OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND?
- The employer identification number (EIN) of ARIZONA OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND is 86-6025730.
- Is ARIZONA OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1970.
- Are donations to ARIZONA OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ARIZONA OPERATING ENGINEERS HEALTH AND WELFARE 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 OPERATING ENGINEERS HEALTH AND WELFARE 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 OPERATING ENGINEERS HEALTH AND WELFARE 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 OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND?
- The 990 for the year ended September 30, 2025 names Board of Trustees.
- Who are the officers and directors of ARIZONA OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND?
- The 990 for the year ended September 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does ARIZONA OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $25,988,681, expenses of $22,843,436 and total assets of $67,801,507 at year end.
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