United Food & Commercial Workers & Emps Arizona Health & Welfare Tr is a 501(c)(9) organization based in Phoenix, Arizona, registered in 1972, with $130,445,358 in FY2024 revenue. CharityIndex grades it C.
Revenue (FY2024)
$130.4M
▼ 24.4% vs prior year
Expenses (FY2024)
$178.1M
Net assets
$112.7M
Employees
0
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for United Food & Commercial Workers & Emps Arizona Health & Welfare Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For United Food & Commercial Workers & Emps Arizona Health & Welfare Tr: 8 mo reserves · -37% margin earns a D on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For United Food & Commercial Workers & Emps Arizona Health & Welfare Tr: 3 of 6 checks met earns a C+ on this criterion. See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For United Food & Commercial Workers & Emps Arizona Health & Welfare Tr: 3 of 5 disclosure signals earns a B on this criterion. See the exact thresholds →
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See schedule o
Revenue declined from $137.2M (FY2013) to $130.4M (FY2024) across 12 reported years.
Financial snapshot
Operating margin
-36.6%
Spent more than it raised in the latest fiscal year.
Total assets
$178.7M
Total liabilities
$65.9M
Net assets
$112.7M
Salaries & benefits
$0
0% of expenses
Board members
9
4 independent
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $130,445,358▼24.4% | $178,138,993▲13.2% | $112,736,285▼26.9% | $178,665,378▼14.2% | 990 |
| 2023 | $172,496,317▼13.5% | $157,382,462▲0.9% | $154,150,292▲16.1% | $208,190,496▲13.6% | 990 |
| 2022 | $199,517,838▲74.4% | $155,906,263▼4.3% | $132,819,206▲44.8% | $183,210,848▲28.5% | 990 |
| 2021 | $114,391,174▼46.6% | $162,839,528▲2.3% | $91,698,943▼35.4% | $142,595,036▼26.2% | 990 |
| 2020 | $214,292,498▲8.6% | $159,136,162▲1.5% | $141,989,735▲67.5% | $193,114,410▲38.3% | 990 |
| 2019 | $197,372,087▲3.5% | $156,723,154▼2.0% | $84,789,489▲95.6% | $139,601,376▲43.4% | 990 |
| 2018 | $190,692,893▲4.1% | $159,948,975▲0.9% | $43,343,416▲227% | $97,360,031▲31.3% | 990 |
| 2017 | $183,238,267▲11.0% | $158,599,114▼7.8% | $13,269,332▲214% | $74,128,835▲43.6% | 990 |
| 2016 | $165,083,036▲9.9% | $172,037,676▲10.4% | -$11,602,738▼104% | $51,614,334▲0.5% | 990 |
| 2015 | $150,219,143▲10.4% | $155,874,870▲18.6% | -$5,690,297▼13.7% | $51,335,120▲32.4% | 990 |
| 2014 | $136,071,510▼0.8% | $131,388,269▼1.7% | -$5,005,661▲47.6% | $38,771,548▲14.9% | 990 |
| 2013 | $137,185,344 | $133,635,205▼6.5% | -$9,555,989▲25.1% | $33,753,930▲23.9% | 990 |
| 2012 | — | $142,888,570▲1.0% | -$12,751,228▼121% | $27,243,854▼19.7% | 990 |
| 2011 | — | $141,527,130▲12.7% | -$5,765,527▼290% | $33,935,264▼12.5% | 990 |
| 2010 | — | $125,607,239 | $3,029,537 | $38,778,590 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Andy Lukes | Employer Trustee - Past | 2 | — |
| Autumn Mitchell | Union Trustee | 0 | — |
| Brent Bohn | Employer Trustee | 2 | — |
| Henry Taylor | Employer Trustee | 2 | — |
| Ian Adams | Employer Trustee | 2 | — |
| Jacqueline Jones | Employer Trustee | 2 | — |
| James Mclaughlin | Union Trustee | 0.5 | — |
| Kaitlyn Piazza | Union Trustee | 0 | — |
| Leroy Westmoreland | Employer Trustee - Past | 2 | — |
| Martin Hernandez | Union Trustee | 0 | — |
| Oscar Aragon | Union Trustee | 0 | — |
| Contractor | Services | Paid |
|---|---|---|
| Southwest Service Administrators In | Admin. Services | $8,252,507 |
| Blue Cross Blue Shield of Az | Admin Support Svcs | $2,222,487 |
| Eplan | Admin Support Svcs | $1,094,131 |
| American Health Group | Admin Support Svcs | $515,586 |
| United Healthcare | Admin Support Svcs | $481,587 |
Explore more
Data for United Food & Commercial Workers & Emps Arizona Health & Welfare Tr (EIN 23-7244353) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.