STRATEGY STUDIO / PUBLIC DATA EXPLORER

ARIZONA TECHNOLOGY COUNCIL EMPLOYEE BENEFIT TRUST: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ARIZONA TECHNOLOGY COUNCIL EMPLOYEE BENEFIT TRUST (EIN 84-3009948)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-12
IRS object ID
202533169349307638
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-12T15:55:05-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN208149084PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANASTASI MOORE & MARTIN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19 S WASHINGTON ST STE 600AddressLine1Txt
CitySPOKANECityNm
State AbbreviationWAStateAbbreviationCd
ZIP99201ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN843009948EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARIZONA TECHNOLOGY COUNCIL EMPLOYEEBusinessNameLine1Txt
Business Name Line2BENEFIT TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlARIZBusinessNameControlTxt
Phone4257717359PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 6AddressLine1Txt
CityMUKILTEOCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98275ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN ZYLSTRAPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone4257717359PhoneNum
Signature2025-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTI JONES CPAPreparerPersonNm
PTINP01235845PTIN
Phone5093230272PhoneNum
Preparation2025-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEVEN ZYLSTRAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12800 N CENTRAL AVENUE SUITE 1530AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85004ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,228,048GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.AZTECHCOUNCIL.ORG/AHP/WebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2019FormationYr
Legal Domicile StateAZLegalDomicileStateCd
Activity Or MissionTO PROVIDE QUALIFIED HEALTH AND WELFARE BENEFITS THROUGH GROUP INSURANCE ARRANGEMENTS.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$7,452,553PYProgramServiceRevenueAmt
CY Program Service Revenue$9,228,048CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$7,452,553PYTotalRevenueAmt
CY Total Revenue$9,228,048CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$6,453,634PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$7,962,151CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$928,176PYOtherExpensesAmt
CY Other Expenses$1,142,561CYOtherExpensesAmt
PY Total Expenses$7,381,810PYTotalExpensesAmt
CY Total Expenses$9,104,712CYTotalExpensesAmt
PY Revenues Less Expenses$70,743PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$123,336CYRevenuesLessExpensesAmt
Total Assets BOY$326,010TotalAssetsBOYAmt
Total Assets EOY$392,678TotalAssetsEOYAmt
Total Liabilities BOY$179,702TotalLiabilitiesBOYAmt
Total Liabilities EOY$123,034TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$146,308NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$269,644NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE A TRUST UNDER WHICH THE ARIZONA TECHNOLOGY COUNCIL (AZTC), A TRADE ASSOCIATION, AND ELIGIBLE EMPLOYER MEMBERS OF AZTC MAY MAKE CERTAIN WELFARE BENEFITS AVAILABLE FOR THEIR PARTICIPANTS, THROUGH GROUP INSURANCE OR OTHERWISE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE TRUST WAS ESTABLISHED TO HOLD INSURANCE POLICIES THROUGH WHICH PARTICIPATING EMPLOYERS CAN PROVIDE PROGRAMS OF HEALTH AND OTHER QUALIFIED BENEFITS UNDER THE EMPLOYEE BENEFIT PLANS THEY MAINTAIN FOR THEIR EMPLOYEES AND DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VIMLY BENEFIT SOLUTIONS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4257717359PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112121 HARBOUR REACH DRIVE SUITE 105AddressLine1Txt
CityMUKILTEOCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98275ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STEVEN ZYLSTRA
CHAIRMAN2.0040.00Yes (X)Yes (X)$0$322,824$11,735
KEVIN SOMMERSTEDT
TRUSTEE1.00Yes (X)$0$0$0
ERIC MARCUS
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$322,824TotReportableCompRltdOrgAmt
Total Other Compensation$11,735TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DIMARTINO ASSOCIATES
1325 FOURTH AVE STE 1705SEATTLEWA98101CONSULTING SERVICES$261,472
ARIZONA TECHNOLOGY COUNCIL
2800 N CENTRAL AVE 1530PHOENIXAZ85004ADMINISTRATION$183,505
VIMLY BENEFIT SOLUTIONS INC
12121 HARBOUR REACH DR STE 105MUKILTEOWA98275THIRD-PARTY ADMINISTRATIVE SERVICES$138,245
BLACK GOULD & ASSOCIATES
3800 N CENTRAL AVE 9TH FLOORPHOENIXAZ85012BROKERAGE SERVICES$100,078
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$9,195,133$9,195,133
PARTICIPANT CONTRIBUTI525100$32,915$32,915
FieldValueIRS element (for citing)
Total Program Service Revenue$9,228,048TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,228,048TotalRevenueColumnAmt
Related Or Exempt Func Income$9,228,048RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$7,962,151TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$322,659TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$841TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,350TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$802,100TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$611TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,104,712TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$291,141BOYAmt
EOY$355,473EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$34,869BOYAmt
EOY$37,205EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$326,010BOYAmt
EOY$392,678EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$15,002BOYAmt
EOY$10,052EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$64,384BOYAmt
EOY$75,649EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$100,316BOYAmt
EOY$37,333EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$179,702BOYAmt
EOY$123,034EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$146,308BOYAmt
EOY$269,644EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$146,308BOYAmt
EOY$269,644EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$326,010BOYAmt
EOY$392,678EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$123,336ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPREMIUMS DUE TO INSURERSDesc
Amt$37,333Amt
FieldValueIRS element (for citing)
Total Liability$37,333TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,228,048TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$9,228,048RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,228,048TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,167,695TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$62,983OtherExpensesIncludedAmt
Expenses Not Reported$62,983ExpensesNotReportedAmt
Expenses Subtotal$9,104,712ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$9,104,712TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE ASSETS OF THE PLAN IS QUALIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, ANY NET INVESTMENT INCOME OF THE TRUST IS EXEMPT FROM INCOME TAXES. THE TRUST OBTAINED ITS LATEST TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) WITH AN EFFECTIVE DATE OF EXEMPTION OF SEPTEMBER 1, 2019. IN THE LETTER, THE IRS STATED THAT THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE BOARD OF TRUSTEES AND LEGAL COUNSEL BELIEVE THE TRUST AND RELATED PLAN ARE DESIGNED AND HAVE BEEN OPERATED THROUGH DECEMBER 31, 2024, IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUBSTANTIATED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, AND THE PLAN COULD BE SUBJECT TO INCOME TAX IF CERTAIN ISSUES WERE FOUND BY THE IRS THAT COULD RESULT IN THE DISQUALIFICATION OF THE TAX-EXEMPT STATUS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XII, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN PREMIUMS DUE TO INSURERS 62,983.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSTEVEN ZYLSTRAPersonNm
TitleCHAIRMANTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$322,824CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$9,514DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$2,221NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$334,559TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE COMPENSATION OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER OF THE ARIZONA TECHNOLOGY COUNCIL (AZTC) IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE AZTC BOARD OF DIRECTORS, WHICH SERVES AS THE COMPENSATION COMMITTEE.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
ARIZONA TECHNOLOGY COUNCIL
ARIZONA TECHNOLOGY COUNCIL'S PRESIDENT AND CEO IS A TRUSTEE OF THIS TRUST.$56,275DURING THE YEAR ENDED DECEMBER 31, 2024, ARIZONA TECHNOLOGY COUNCIL MADE CONTRIBUTIONS TO THIS TRUST WHICH TOTALED $56,2750
ARIZONA TECHNOLOGY COUNCIL
ARIZONA TECHNOLOGY COUNCIL'S PRESIDENT AND CEO IS A TRUSTEE OF THIS TRUST.$183,505DURING THE YEAR ENDED DECEMBER 31, 2024, THE TRUST PAID ARIZONA TECHNOLOGY COUNCIL $183,505 IN ADMINISTRATIVE FEES, WHICH ARE BASED ON THE CONTRIBUTIONS RECEIVED.0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2STEVEN ZYLSTRA IS THE CHAIR OF THE BOARD OF TRUSTEES OF THE TRUST AND EMPLOYED BY ARIZONA TECHNOLOGY COUNCIL, THE SPONSOR, A PARTICIPATING EMPLOYER OF THE TRUST, AND SERVICE PROVIDER OF THE TRUST.
FORM 990, PART VI, SECTION A, LINE 3THE TRUST HAS CONTRACTED WITH A THIRD-PARTY ADMINISTRATOR (VIMLY BENEFIT SOLUTIONS, INC.) TO PROVIDE BOOKKEEPING AND ADMINISTRATIVE SERVICES, AND WITH ARIZONA TECHNOLOGY COUNCIL TO PROVIDE CERTAIN MARKETING, SALES, ADVISORY, ADMINISTRATION COMPLIANCE AND MONITORING SERVICES.
FORM 990, PART VI, SECTION A, LINE 7ATHE TRUST IS DESIGNED TO BE ADMINISTERED BY A BOARD OF TRUSTEES CONSISTING OF A MINIMUM OF THREE AND A MAXIMUM OF FIVE TRUSTEES. HOWEVER, THE TRUSTEES HAVE THE AUTHORITY TO EITHER INCREASE OR DECREASE THE SIZE OF THE BOARD OF TRUSTEES. AT ALL TIMES, AT LEAST ONE OF THE TRUSTEES WILL BE A REPRESENTATIVE OF THE AZTC. EFFECTIVE JANUARY 1, 2020, EACH TRUSTEE, OTHER THAN THE AZTC REPRESENTATIVE, MUST BE A PRINCIPAL IN A PARTICIPATING EMPLOYER. CANDIDATES FOR ELECTION AS TRUSTEE, OTHER THAN THE AZTC REPRESENTATIVE, MAY BE NOMINATED BY THE AZTC BOARD (OR A COMMITTEE OF THE AZTC BOARD DESIGNATED TO MAKE SUCH NOMINATION); A MAJORITY OF THE INCUMBENT TRUSTEES; OR BY WRITTEN PETITION SUBMITTED TO THE AZTC AND SIGNED BY THE LESSER OF 10% OF THE PARTICIPATING EMPLOYERS, OR 10% OF PARTICIPATING EMPLOYERS. TRUSTEES, OTHER THAN THE AZTC REPRESENTATIVE, ARE ELECTED BY A MAJORITY OF THE PARTICIPATING EMPLOYERS. EACH TRUSTEE WILL, PRIOR TO BECOMING A TRUSTEE, ACKNOWLEDGE, IN WRITING, HIS OR HER ACCEPTANCE AS A TRUSTEE. IN THE EVENT OF A TERMINATION, RESIGNATION, DEATH OR VACANCY OF A TRUSTEE, OTHER THAN THE AZTC REPRESENTATIVE, ANY NEW OR SUCCESSOR TRUSTEE WILL BE PROVISIONALLY APPOINTED BY THE CURRENT TRUSTEE(S). IN THE EVENT THERE ARE NO CURRENT TRUSTEES, SUCH NEW OR SUCCESSOR TRUSTEE(S) WILL BE PROVISIONALLY APPOINTED BY AZTC. NOTICE OF THE PROVISIONAL APPOINTMENT WILL BE MAILED BY THE APPOINTING PARTY TO ALL PARTICIPATING EMPLOYERS AND WILL BECOME FINAL 30 DAYS AFTER SUCH NOTICE UNLESS, IN THE MEANTIME, PARTICIPATING EMPLOYERS REPRESENTING 51 PERCENT OF THE PARTICIPATING EMPLOYERS HAVE OBJECTED, IN WRITING DELIVERED TO THE CURRENT TRUSTEE(S), TO THE APPOINTMENT. IN THE EVENT SUCH AN OBJECTION IS FILED, THE CURRENT TRUSTEES OR THE AZTC (AS THE CASE MAY BE) WILL CONDUCT A REFERENDUM ELECTION AMONG ALL OF THE PARTICIPATING EMPLOYERS. EACH PARTICIPATING EMPLOYER MAY SUBMIT THE NAME OF ONE NOMINEE AND IN THE REFERENDUM, EACH PARTICIPATING EMPLOYER WILL BE ENTITLED TO ONE VOTE. EACH VOTE WILL BE WEIGHTED, HOWEVER, BY THE NUMBER OF THE PARTICIPATING EMPLOYER'S EMPLOYEES PARTICIPATING IN THE TRUST (AS MEASURED BY THE NUMBER OF EMPLOYEES REPORTED ON THE PARTICIPATING EMPLOYER'S REPORTING FORM RECEIVED BY THE TRUST IN THE MONTH PRIOR TO THE MONTH OF ELECTION). THE NOMINEE WHO RECEIVES THE LARGEST NUMBER OF VOTES WILL BE DECLARED THE NEW TRUSTEE. THE CURRENT TRUSTEES OR THE AZTC (AS THE CASE MAY BE) WILL HAVE FULL AUTHORITY AND DISCRETION TO CONDUCT THE ELECTION, INCLUDING THE ADOPTION OF ANY ELECTION RULES AS THEY DEEM APPROPRIATE. THE COSTS OF THE ELECTION WILL BE PAID BY THE TRUST.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS PREPARED UNDER THE GUIDANCE OF THE BOARD OF TRUSTEES BY THE INDEPENDENT ACCOUNTING FIRM ANASTASI, MOORE & MARTIN PLLC. DRAFT COPIES OF THE TRUST'S FINANCIAL STATEMENTS AND FORM 990 WERE FIRST PROVIDED TO THE TRUST'S CONSULTANTS AND ADVISORS, WHO REVIEWED THE FORM 990 FOR ACCURACY AND COMPLETENESS. ANY QUESTIONS, CONCERNS OR ISSUES RAISED BY THE CONSULTANTS AND ADVISORS WERE ADDRESSED AND ANY NECESSARY REVISIONS WERE MADE TO THE FORM 990. THE REVISED FORM 990 WAS THEN PROVIDED TO THE CHAIRMAN OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. ANY ADDITIONAL QUESTIONS, CONCERNS OR ISSUES RAISED BY THE CHAIRMAN WERE ADDRESSED AND ANY NECESSARY REVISIONS WERE MADE TO THE FORM 990. THE FINAL VERSION OF THE FORM 990 WAS REVIEWED AND APPROVED FOR FILING BY THE CHAIRMAN. THE FINAL VERSION OF THE FORM 990 WAS MADE AVAILABLE TO THE BOARD OF TRUSTEES PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CALL PROPOSED RELATIONSHIPS AND CONTRACTS WITH SERVICE PROVIDERS, AS WELL AS ALL PROPOSED INVESTMENTS THAT WOULD BE MADE BY THE TRUST, ARE PROVIDED TO AND REVIEWED BY TRUST LEGAL COUNSEL FOR COMPLIANCE WITH THE PROHIBITED TRANSACTION PROVISIONS OF ERISA. ADDITIONALLY, EACH PARTY-IN-INTEREST (FIDUCIARY OR SERVICE PROVIDER) HAS AN ONGOING DUTY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF TRUSTEES ABOUT ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS SOON AS SUCH FACTS BECOME KNOWN OR SHOULD HAVE BEEN KNOWN. UPON RECEIPT OF INFORMATION, THE BOARD OF TRUSTEES WILL INVESTIGATE. THE INVESTIGATION WILL INCLUDE A REVIEW OF ALL APPLICABLE FACTS AND DOCUMENTS, THE SPECIFIC PROVISIONS OF ERISA ALLEGED TO HAVE BEEN VIOLATED, AND ANY APPLICABLE EXEMPTIONS FROM PROHIBITED TRANSACTIONS. IF, AFTER INVESTIGATION, A TRANSACTION PROHIBITED UNDER ERISA HAS BEEN IDENTIFIED, THE BOARD OF TRUSTEES WILL TAKE APPROPRIATE CORRECTIVE ACTION, WHICH MAY INCLUDE REPORTING TO AN APPLICABLE FEDERAL AGENCY. ALL MATERIAL FACTS, ACTIONS TAKEN IN THE INVESTIGATION AND CORRECTIONS WILL BE DOCUMENTED. SUCH DOCUMENTATION WILL INCLUDE THE NAMES OF ALL PARTIES INVOLVED, A DESCRIPTION OF THE PROHIBITED TRANSACTION, AND A DESCRIPTION OF ANY CORRECTIONS.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER OF THE ARIZONA TECHNOLOGY COUNCIL (AZTC) IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE AZTC BOARD OF DIRECTORS, WHICH SERVES AS THE COMPENSATION COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19THE TRUST'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE GENERAL PUBLIC UPON WRITTEN REQUEST SENT TO VIMLY BENEFIT SOLUTIONS, INC. AT: P.O. BOX 6, MUKILTEO, WA 98275.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED SINCE FILING THE PRIOR FORM 990.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ARIZONA TECHNOLOGY COUNCILBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12800 N CENTRAL AVE 1530AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85004ZIPCd
FieldValueIRS element (for citing)
EIN860684848EIN
Primary ActivitiesTO CONNECT AND STRENGTHEN ARIZONA'S TECHNOLOGY INDUSTRY AND COMMUNITY.PrimaryActivitiesTxt
Legal Domicile StateAZLegalDomicileStateCd
Exempt Code Section501(C)(6)ExemptCodeSectionTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (35 entries)

Primary ActivitiesPrimaryActivitiesTxtDirect Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
3SHAPE DESIGN SERVICES LLC
CONTRIBUTING EMPLOYERN/A00
A & P MATERIAL SUPPLY LLC
CONTRIBUTING EMPLOYERN/A00
ALP LAW PLC
CONTRIBUTING EMPLOYERN/A00
ARIZONA RESOURCE SPECIALISTS LLC
CONTRIBUTING EMPLOYERN/A00
ARTHA DATA SOLUTIONS LLC
CONTRIBUTING EMPLOYERN/A00
ASSOCIATION RESERVES - ARIZONA LLC
CONTRIBUTING EMPLOYERN/A00
AZCROWN INVESTMENTS LLC
CONTRIBUTING EMPLOYERN/A00
BLUFISH DESIGN STUDIO LLC
CONTRIBUTING EMPLOYERN/A00
CINTANA EDUCATION LLC
CONTRIBUTING EMPLOYERN/A00
CULP & KELLY LLP
CONTRIBUTING EMPLOYERN/A00
DARWIN ADVISORY PARTNERS LLC
CONTRIBUTING EMPLOYERN/A00
DAVIS INTERIOR GRAPHICS & SIGNS LLC
CONTRIBUTING EMPLOYERN/A00
DHX SOFTWARE LLC
CONTRIBUTING EMPLOYERN/A00
DIGIVID360 LLC
CONTRIBUTING EMPLOYERN/A00
EDGE R & D LLC
CONTRIBUTING EMPLOYERN/A00
FIRELINE SCIENCE LLC
CONTRIBUTING EMPLOYERN/A00
GR FINANCIAL GROUP LLC
CONTRIBUTING EMPLOYERN/A00
KACZMAREK & JOJOLA PLLC
CONTRIBUTING EMPLOYERN/A00
MASKINE LLC
CONTRIBUTING EMPLOYERN/A00
MAX AUTOMATE LLC
CONTRIBUTING EMPLOYERN/A00
MOFFITT LLC
CONTRIBUTING EMPLOYERN/A00
OPSTEL SERVICES LLC
CONTRIBUTING EMPLOYERN/A00
PAL CONSULTING MANAGEMENT LLC
CONTRIBUTING EMPLOYERN/A00
PLANATOME LLC
CONTRIBUTING EMPLOYERN/A00
PROTEUM MACHINING LLC
CONTRIBUTING EMPLOYERN/A00
QUANTUM5 LLC
CONTRIBUTING EMPLOYERN/A00
SCYNCE LED LLC
CONTRIBUTING EMPLOYERN/A00
TCT PROPERTY SERVICES LLC
CONTRIBUTING EMPLOYERN/A00
YEN PILCH ROBAINA KRESIN PLC
CONTRIBUTING EMPLOYERN/A00
LARSEN BAKER
CONTRIBUTING EMPLOYERN/A00
LEGACY EV
CONTRIBUTING EMPLOYERN/A00
MILESTONE FORMULA
CONTRIBUTING EMPLOYERN/A00
ON TOP OF IT
CONTRIBUTING EMPLOYERN/A00
SOUTHWEST INVESTMENT SERVICE
CONTRIBUTING EMPLOYERN/A00
VYON TECHNOLOGY
CONTRIBUTING EMPLOYERN/A00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (42 entries)

Primary ActivitiesPrimaryActivitiesTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
ALPHACORE INC
CONTRIBUTING EMPLOYERN/A0
APPLIED ENERGETICS INC
CONTRIBUTING EMPLOYERN/A0
ARIZONA VENTURE DEVELOPMENT CORPORATION
CONTRIBUTING EMPLOYERN/A0
ASPIRE BUSINESS CONSULTANTS INC
CONTRIBUTING EMPLOYERN/A0
CELL SHOP INC
CONTRIBUTING EMPLOYERN/A0
DELTA DEVELOPMENT TEAM INC
CONTRIBUTING EMPLOYERN/A0
DISTANT FOCUS CORPORATION
CONTRIBUTING EMPLOYERN/A0
EARL & CURLEY PC
CONTRIBUTING EMPLOYERN/A0
EMPLOYEE BENEFIT EXCHANGE CORP
CONTRIBUTING EMPLOYERN/A0
ENTERPRISE NETWORK SOLUTIONS INC
CONTRIBUTING EMPLOYERN/A0
ENTREPIX INC
CONTRIBUTING EMPLOYERN/A0
ESCROWTAB INC
CONTRIBUTING EMPLOYERN/A0
GOLDBAND CORPORATION
CONTRIBUTING EMPLOYERN/A0
GREENLINK PAYROLL INC
CONTRIBUTING EMPLOYERN/A0
GREENLOOP IT SOLUTIONS INC
CONTRIBUTING EMPLOYERN/A0
HAWKINS DESIGN GROUP INC
CONTRIBUTING EMPLOYERN/A0
HEALTHTECH RESOURCES INC
CONTRIBUTING EMPLOYERN/A0
HILDEBRAND LAW PC
CONTRIBUTING EMPLOYERN/A0
HORIZON BENEFITS GROUP INC
CONTRIBUTING EMPLOYERN/A0
HYPERION TECHNOLOGIES INC
CONTRIBUTING EMPLOYERN/A0
IRIDESCENCE STAFFING LTD
CONTRIBUTING EMPLOYERN/A0
KLONTECH MEASUREMENT SOLUTIONS INC
CONTRIBUTING EMPLOYERN/A0
LSAS TEC INC
CONTRIBUTING EMPLOYERN/A0
MARCUS NETWORKING INC
CONTRIBUTING EMPLOYERN/A0
MCXXM INC
CONTRIBUTING EMPLOYERN/A0
MICRO-HYBRID ELECTRONIC CORPORATION DBA NOVA-IR INC
CONTRIBUTING EMPLOYERN/A0
NP PHOTONICS INC
CONTRIBUTING EMPLOYERN/A0
NUCLEUSTEQ INC
CONTRIBUTING EMPLOYERN/A0
PR HOFFMAN INC
CONTRIBUTING EMPLOYERN/A0
PROVIDENCE FIRST TRUST COMPANY
CONTRIBUTING EMPLOYERN/A0
RIDGETOP GROUP INC
CONTRIBUTING EMPLOYERN/A0
ROYALE INTERNATIONAL COURIERS LTD
CONTRIBUTING EMPLOYERN/A0
S & S CONSULTING INC
CONTRIBUTING EMPLOYERN/A0
SAFARI MICRO INC
CONTRIBUTING EMPLOYERN/A0
SAVANT SOFTWARE INC
CONTRIBUTING EMPLOYERN/A0
SWS ELECTRONICS INC
CONTRIBUTING EMPLOYERN/A0
TEIKOKU TAPING SYSTEM INC
CONTRIBUTING EMPLOYERN/A0
ALERT GPS
CONTRIBUTING EMPLOYERN/A0
KINETIK SYSTEMS
CONTRIBUTING EMPLOYERN/A0
SCITECH
CONTRIBUTING EMPLOYERN/A0
SLAKE CONSULTING
CONTRIBUTING EMPLOYERN/A0
US AIR TECH
CONTRIBUTING EMPLOYERN/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd