SOUTHWEST MULTI-CRAFT HEALTH & WELFARE TRUST FUND
Cite this
Plain text SOUTHWEST MULTI-CRAFT HEALTH & WELFARE TRUST FUND. Strategy Studio, nonprofit organization profile, tax years 2009–2024. https://strategystudio.org/org/856010752. Retrieved 2026-10-18.
APA Strategy Studio. (n.d.). SOUTHWEST MULTI-CRAFT HEALTH & WELFARE TRUST FUND [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 18, 2026, from https://strategystudio.org/org/856010752
MLA “SOUTHWEST MULTI-CRAFT HEALTH & WELFARE TRUST FUND.” Strategy Studio, tax years 2009–2024, https://strategystudio.org/org/856010752. Accessed 18 Oct. 2026.
Retrieved 2026-10-18; covers tax years 2009–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990 · revenue $40.1M · expenses $31.4M · assets $158.5M
- Also known as
- Health & Welfare Trust Fund
- EIN
- 85-6010752
- Address
- 2550 W UNION HILLS DR STE 100, PHOENIX, AZ 85027-5170
- NTEE code
- -
- Subsection
- 501(c)(9)
- Ruling year
- 1962
- Cross-check
- ProPublica Nonprofit Explorer
Mission
To provide accident, hospital, surgical, medical, death benefits and saftey benefits
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
No one listed on these returns was paid.
Unpaid officers and directors · 29 people
| Name | Latest title | Years | Organizations |
|---|---|---|---|
| Roman Feher | Trustee | 2011-2024 | 1 |
| Michael Dea | Vice Secretary | 2018-2024 | 1 |
| Bob Warianka | Trustee | 2009-2024 | 1 |
| Charles Watson | Vice Chairman | 2009-2024 | 1 |
| Richard Russom | Trustee | 2022-2024 | 1 |
| Steve Campbell | Trustee | 2011-2024 | 1 |
| Darrell Deaguerro | Secretary | 2012-2024 | 1 |
| Patrick Thomas | Trustee | 2016-2024 | 2 |
| Edward Sim Jr | Chairman | 2022-2024 | 1 |
| Jose V Atencio JR | Chairman-Past | 2011-2024 | 2 |
| Jason Chavez | Trustee | 2024 | 3 |
| Andrew Palmer | Trustee | 2024 | 1 |
| Jon Presiado | Trustee | 2024 | 1 |
| David Martin | Trustee | 2024 | 1 |
| Jose V Antencio JR (former) | Chairman | 2022 | 1 |
| Edward Sims Jr (former) | Secretary | 2015-2021 | 1 |
| Melissa Malcom (former) | Trustee | 2019-2021 | 1 |
| Moises Ortega (former) | Trustee | 2009-2018 | 1 |
| Jon Davis (former) | Trustee | 2016-2017 | 1 |
| Rj Montoya (former) | Trustee | 2011-2015 | 1 |
| Eb Watson Jr (former) | Chairman | 2011-2015 | 1 |
| Ed Sims (former) | Trustee | 2009-2014 | 2 |
| Julian Cordova (former) | Secretary | 2011 | 3 |
| Bernardo Archuleta (former) | Trustee | 2009-2010 | 2 |
| Mark B Soyster (former) | Trustee | 2009-2010 | 1 |
| Lino Rodriguez (former) | Trustee | 2009-2010 | 1 |
| Eddie Sachetti (former) | Trustee | 2009-2010 | 1 |
| Eddie Archuletta (former) | Chairman | 2009-2010 | 1 |
| Eb Watson (former) | Secretary | 2009-2010 | 1 |
People by year
2024 · 14 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Roman Feher | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Michael Dea | Vice Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| Bob Warianka | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Charles Watson | Vice Chairman | 2 | $0 | $0 | $0 | $0 | 1 |
| Richard Russom | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Steve Campbell | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Darrell Deaguerro | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| Patrick Thomas | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Andrew Palmer | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Jason Chavez | Trustee | 2 | $0 | $0 | $0 | $0 | 3 |
| Jon Presiado | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Edward Sim Jr | Chairman | 2 | $0 | $0 | $0 | $0 | 1 |
| Jose V Atencio JR | Chairman-Past | 2 | $0 | $0 | $0 | $0 | 2 |
| David Martin | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
2023 · 10 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Roman Feher | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Michael Dea | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Bob Warianka | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Charles Watson | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Richard Russom | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Steve Campbell | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Darrell Deaguerro | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Patrick Thomas | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Edward Sim Jr | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| Jose V Atencio JR | Chairman | 2 | $0 | $0 | $0 | $0 | 2 |
2022 · 10 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Roman Feher | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Michael Dea | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Bob Warianka | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Richard Russom | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Steve Campbell | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Patrick Thomas | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Edward Sim Jr | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| Charles Watson | Vice Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| Jose V Antencio JR | Chairman | 2 | $0 | $0 | $0 | $0 | 1 |
| Darrell Deaguerro | Vice Chairman | 2 | $0 | $0 | $0 | $0 | 1 |
2021 · 10 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROMAN FEHER | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL DEA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD SIMS JR | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| BOB WARIANKA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| CHARLES WATSON | VICE SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| JOSE V ATENCIO JR | Chairman | 2 | $0 | $0 | $0 | $0 | 2 |
| MELISSA MALCOM | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| STEVE CAMPBELL | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL DEAGUERRO | VICE CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 1 |
| PATRICK THOMAS | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
2020 · 10 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROMAN FEHER | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL DEA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD SIMS JR | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| BOB WARIANKA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| CHARLES WATSON | VICE SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| JOSE V ATENCIO JR | Chairman | 2 | $0 | $0 | $0 | $0 | 2 |
| MELISSA MALCOM | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| STEVE CAMPBELL | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL DEAGUERRO | VICE CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 1 |
| PATRICK THOMAS | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
2019 · 10 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROMAN FEHER | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL DEA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD SIMS JR | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| BOB WARIANKA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| CHARLES WATSON | VICE SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| JOSE V ATENCIO JR | Chairman | 2 | $0 | $0 | $0 | $0 | 2 |
| MELISSA MALCOM | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| STEVE CAMPBELL | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL DEAGUERRO | VICE CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 1 |
| PATRICK THOMAS | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
2018 · 10 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROMAN FEHER | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL DEA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD SIMS JR | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| BOB WARIANKA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| CHARLES WATSON | VICE SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| JOSE V ATENCIO JR | Chairman | 2 | $0 | $0 | $0 | $0 | 2 |
| MOISES ORTEGA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| STEVE CAMPBELL | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL DEAGUERRO | VICE CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 1 |
| PATRICK THOMAS | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
2017 · 10 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROMAN FEHER | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JON DAVIS | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD SIMS JR | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| BOB WARIANKA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| CHARLES WATSON | VICE SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| JOSE V ATENCIO JR | Chairman | 2 | $0 | $0 | $0 | $0 | 2 |
| MOISES ORTEGA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| STEVE CAMPBELL | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL DEAGUERRO | VICE CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 1 |
| PATRICK THOMAS | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
2016 · 10 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROMAN FEHER | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JON DAVIS | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD SIMS JR | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| BOB WARIANKA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| CHARLES WATSON | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JOSE V ATENCIO JR | Chairman | 2 | $0 | $0 | $0 | $0 | 2 |
| MOISES ORTEGA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| STEVE CAMPBELL | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL DEAGUERRO | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| PATRICK THOMAS | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
2015 · 10 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROMAN FEHER | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| RJ MONTOYA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD SIMS JR | Vice Charman | 2 | $0 | $0 | $0 | $0 | 1 |
| BOB WARIANKA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| CHARLES WATSON | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JOSE V ATENCIO JR | Secretary | 2 | $0 | $0 | $0 | $0 | 2 |
| MOISES ORTEGA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| STEVE CAMPBELL | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL DEAGUERRO | Vice-Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| EB WATSON JR | Chairman | 2 | $0 | $0 | $0 | $0 | 1 |
2014 · 10 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROMAN FEHER | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| RJ MONTOYA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| ED SIMS | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| BOB WARIANKA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| CHARLES WATSON | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JOSE V ATENCIO JR | Secretary | 2 | $0 | $0 | $0 | $0 | 2 |
| MOISES ORTEGA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| STEVE CAMPBELL | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL DEAGUERRO | Vice-Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| EB WATSON JR | Chairman | 2 | $0 | $0 | $0 | $0 | 1 |
2013 · 10 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROMAN FEHER | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| RJ MONTOYA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| ED SIMS | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| BOB WARIANKA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| CHARLES WATSON | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JOSE V ATENCIO JR | Secretary | 2 | $0 | $0 | $0 | $0 | 2 |
| MOISES ORTEGA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| STEVE CAMPBELL | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL DEAGUERRO | Vice-Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| EB WATSON JR | Chairman | 2 | $0 | $0 | $0 | $0 | 1 |
2012 · 10 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROMAN FEHER | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| STEVE CAMPBELL | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| MOISES ORTEGA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JOSE V ATENCIO JR | Secretary | 2 | $0 | $0 | $0 | $0 | 2 |
| CHARLES WATSON | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| BOB WARIANKA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| ED SIMS | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| RJ MONTOYA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| EB WATSON JR | Chairman | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL DEAGUERRO | Vice-Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
2011 · 9 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE CAMPBELL | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| ROMAN FEHER | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JOSE V ATENCIO JR | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| CHARLES WATSON | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| BOB WARIANKA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| ED SIMS | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| RJ MONTOYA | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| EB WATSON JR | Chairman | 2 | $0 | $0 | $0 | $0 | 1 |
| JULIAN CORDOVA | Secretary | 2 | $0 | $0 | $0 | $0 | 3 |
2010 · 10 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MOISES ORTEGA | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK B SOYSTER | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| LINO RODRIGUEZ | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| EDDIE SACHETTI | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| EDDIE ARCHULETTA | Chairman | 0 | $0 | $0 | $0 | $0 | 1 |
| ED SIMS | Trustee | 0 | $0 | $0 | $0 | $0 | 2 |
| EB WATSON | Secretary | 0 | $0 | $0 | $0 | $0 | 1 |
| CHARLES WATSON | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| BOB WARIANKA | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| BERNARDO ARCHULETA | Trustee | 0 | $0 | $0 | $0 | $0 | 2 |
2009 · 10 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MOISES ORTEGA | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK B SOYSTER | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| LINO RODRIGUEZ | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| EDDIE SACHETTI | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| EDDIE ARCHULETTA | Chairman | 0 | $0 | $0 | $0 | $0 | 1 |
| ED SIMS | Trustee | 0 | $0 | $0 | $0 | $0 | 2 |
| EB WATSON | Secretary | 0 | $0 | $0 | $0 | $0 | 1 |
| CHARLES WATSON | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| BOB WARIANKA | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| BERNARDO ARCHULETA | Trustee | 0 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
2024 · 3 contractors · $2.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| BCBS ILlinois | chicago, IL | Access fees | $1,554,172 |
| Southwest Service Administrators Inc | Albuquerque, NM | Administrator | $1,155,505 |
| Greenlight Cost Management | Scottsdale, AZ | Cost management | $221,470 |
2023 · 3 contractors · $2.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| BCBS ILlinois | chicago, IL | Access fees | $1,421,275 |
| Southwest Service Administrators Inc | Albuquerque, NM | Administrator | $1,095,343 |
| Greenlight Cost Management | Scottsdale, AZ | Cost management | $214,075 |
2022 · 3 contractors · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| Southwest Service Administrators Inc | Albuquerque, NM | Administrator | $992,001 |
| BCBS ILlinois | chicago, IL | Access fees | $722,770 |
| Greenlight Cost Management | Scottsdale, AZ | Cost management | $202,055 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $40,059,613 | $31,432,009 | $158,524,673 | $158,330,474 | $0 | $33,315,076 | $0 | 0 | - |
| 2023 · Form 990 | ||||||||
| $39,299,664 | $26,227,594 | $143,543,196 | $143,367,253 | $0 | $34,268,211 | $0 | 0 | - |
| 2022 · Form 990 | ||||||||
| $36,936,516 | $24,796,107 | $116,627,834 | $116,478,418 | $0 | $31,932,797 | $0 | 0 | - |
| 2021 · Form 990 | ||||||||
| $14,464,763 | $22,751,624 | $97,020,451 | $96,806,768 | $0 | $29,892,216 | $0 | 0 | - |
| 2020 · Form 990 | ||||||||
| $46,203,032 | $26,061,993 | $105,384,476 | $105,093,629 | $0 | $28,993,502 | $0 | 0 | - |
| 2019 · Form 990 | ||||||||
| $38,771,264 | $28,555,675 | $85,176,452 | $84,952,590 | $0 | $29,662,657 | $0 | 0 | - |
| 2018 · Form 990 | ||||||||
| $27,366,164 | $24,225,466 | $73,450,926 | $73,120,225 | $0 | $24,412,127 | $0 | 0 | - |
| 2017 · Form 990 | ||||||||
| $29,418,967 | $20,376,750 | $70,302,823 | $69,979,527 | $0 | $25,183,606 | $0 | 0 | - |
| 2016 · Form 990 | ||||||||
| $23,116,748 | $17,043,931 | $61,104,993 | $60,937,310 | $0 | $17,331,200 | $0 | 0 | - |
| 2015 · Form 990 | ||||||||
| $18,505,151 | $15,462,091 | $54,903,517 | $54,864,493 | $0 | $14,784,833 | $0 | 0 | - |
| 2014 · Form 990 | ||||||||
| $13,311,610 | $13,471,568 | $52,021,748 | $51,821,433 | $0 | $14,541,420 | $0 | 0 | - |
| 2013 · Form 990 | ||||||||
| $19,849,798 | $13,071,359 | $52,135,711 | $51,981,391 | $0 | $12,748,821 | $0 | 0 | - |
| 2012 · Form 990 | ||||||||
| $15,329,444 | $12,666,726 | $45,319,527 | $45,202,952 | $0 | $11,903,965 | $0 | 0 | - |
| 2011 · Form 990 | ||||||||
| $14,880,037 | $12,979,897 | $42,589,957 | $42,540,234 | $0 | $12,217,758 | $0 | 0 | - |
| 2010 · Form 990 | ||||||||
| $16,238,988 | $11,332,240 | $40,655,271 | $40,640,094 | $0 | $11,385,638 | $0 | 0 | - |
| 2009 · Form 990 | ||||||||
| $13,841,816 | $13,301,119 | $35,763,921 | $35,733,346 | $0 | $12,172,638 | $0 | 0 | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST | CA | Not reported | $540,628,559 | $501,333,035 | TRUSTEE | $481,889 | Similar name, revenue differs more than 10x, similar mission |
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $31,432,009 spent · pay $0 · grants $0 · events $11,755
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $27,366,398 | - | - | - | 87.1% | |
| Other (as described) | PPO Network Services | $1,602,845 | - | - | - | 5.1% |
| Other (as described) | Administrative expense | $1,147,077 | - | - | - | 3.6% |
| Fees: investment management | $644,590 | - | - | - | 2.1% | |
| Other (as described) | Medical Review | $222,292 | - | - | - | 0.7% |
| All other expenses | $140,369 | - | - | - | 0.4% | |
| Other (as described) | Printing and Publications | $85,371 | - | - | - | 0.3% |
| Fees: other services | $83,655 | - | - | - | 0.3% | |
| Fees: legal | $62,729 | - | - | - | 0.2% | |
| Insurance | $30,630 | - | - | - | 0.1% | |
| Fees: accounting | $22,702 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $11,755 | - | - | - | 0.0% | |
| Office expenses | $11,596 | - | - | - | 0.0% | |
| Total | $31,432,009 | 100% |
2023 · Form 990 · $26,227,594 spent · pay $0 · grants $0 · events $1,234
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $22,658,352 | - | - | - | 86.4% | |
| Other (as described) | PPO Network Services | $1,468,290 | - | - | - | 5.6% |
| Other (as described) | Administrative expense | $1,095,343 | - | - | - | 4.2% |
| Fees: investment management | $396,293 | - | - | - | 1.5% | |
| Other (as described) | Medical Review | $214,075 | - | - | - | 0.8% |
| All other expenses | $135,789 | - | - | - | 0.5% | |
| Other (as described) | Affiliation | $80,383 | - | - | - | 0.3% |
| Fees: other services | $80,166 | - | - | - | 0.3% | |
| Insurance | $36,471 | - | - | - | 0.1% | |
| Fees: legal | $26,558 | - | - | - | 0.1% | |
| Fees: accounting | $25,159 | - | - | - | 0.1% | |
| Office expenses | $9,481 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $1,234 | - | - | - | 0.0% | |
| Total | $26,227,594 | 100% |
2022 · Form 990 · $24,796,107 spent · pay $0 · grants $0 · events $4,491
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $21,919,877 | - | - | - | 88.4% | |
| Other (as described) | Administrative expense | $992,001 | - | - | - | 4.0% |
| Other (as described) | PPO Network Services | $767,174 | - | - | - | 3.1% |
| Fees: investment management | $501,437 | - | - | - | 2.0% | |
| Other (as described) | Medical Review | $202,255 | - | - | - | 0.8% |
| Office expenses | $121,947 | - | - | - | 0.5% | |
| Other (as described) | Affiliation | $87,519 | - | - | - | 0.4% |
| Fees: other services | $79,027 | - | - | - | 0.3% | |
| Fees: legal | $50,686 | - | - | - | 0.2% | |
| Fees: accounting | $30,903 | - | - | - | 0.1% | |
| Insurance | $20,954 | - | - | - | 0.1% | |
| All other expenses | $17,836 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $4,491 | - | - | - | 0.0% | |
| Total | $24,796,107 | 100% |
2021 · Form 990 · $22,751,624 spent · pay $0 · grants $0 · events -$558
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $19,701,513 | $19,701,513 | - | - | 86.6% | |
| Other (as described) | ADMINISTRATIVE EXPENSES | $900,727 | - | $900,727 | - | 4.0% |
| Other (as described) | PPO ACCESS FEES | $745,275 | $745,275 | - | - | 3.3% |
| Fees: investment management | $525,714 | - | - | - | 2.3% | |
| Insurance | $384,068 | $384,068 | - | - | 1.7% | |
| Office expenses | $129,225 | - | $129,225 | - | 0.6% | |
| Fees: other services | $109,483 | - | $109,483 | - | 0.5% | |
| Other (as described) | CASE MANAGEMENT | $92,973 | $92,973 | - | - | 0.4% |
| Other (as described) | LNHSF DUES | $80,940 | $80,940 | - | - | 0.4% |
| Fees: legal | $62,575 | - | $62,575 | - | 0.3% | |
| Fees: accounting | $10,367 | - | $10,367 | - | 0.0% | |
| All other expenses | $9,322 | $479 | $8,843 | - | 0.0% | |
| Conferences, conventions and meetings | -$558 | - | -$558 | - | -0.0% | |
| Total | $22,751,624 | 100% |
2020 · Form 990 · $26,061,993 spent · pay $0 · grants $0 · events $352
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $22,646,134 | $22,646,134 | - | - | 86.9% | |
| Other (as described) | ADMINISTRATIVE EXPENSES | $990,380 | - | $990,380 | - | 3.8% |
| Other (as described) | PPO ACCESS FEES | $819,535 | $819,535 | - | - | 3.1% |
| Fees: investment management | $653,379 | - | - | - | 2.5% | |
| Insurance | $389,281 | $389,281 | - | - | 1.5% | |
| Other (as described) | CASE MANAGEMENT | $184,848 | $184,848 | - | - | 0.7% |
| Office expenses | $137,713 | - | $137,713 | - | 0.5% | |
| Fees: legal | $91,107 | - | $91,107 | - | 0.3% | |
| Fees: other services | $79,388 | - | $79,388 | - | 0.3% | |
| Other (as described) | LNHSF DUES | $29,916 | $29,916 | - | - | 0.1% |
| All other expenses | $28,838 | $652 | $28,186 | - | 0.1% | |
| Fees: accounting | $11,122 | - | $11,122 | - | 0.0% | |
| Conferences, conventions and meetings | $352 | - | $352 | - | 0.0% | |
| Total | $26,061,993 | 100% |
2019 · Form 990 · $28,555,675 spent · pay $0 · grants $0 · events $4,720
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $25,516,642 | $25,516,642 | - | - | 89.4% | |
| Other (as described) | PPO ACCESS FEES | $881,333 | $881,333 | - | - | 3.1% |
| Other (as described) | ADMINISTRATIVE EXPENSES | $838,098 | - | $838,098 | - | 2.9% |
| Fees: investment management | $505,927 | - | $505,927 | - | 1.8% | |
| Insurance | $291,613 | $291,613 | - | - | 1.0% | |
| Office expenses | $133,102 | - | $133,102 | - | 0.5% | |
| Other (as described) | CASE MANAGEMENT | $108,517 | $108,517 | - | - | 0.4% |
| Fees: other services | $88,332 | - | $88,332 | - | 0.3% | |
| Fees: legal | $86,288 | - | $86,288 | - | 0.3% | |
| Other (as described) | LNHSF DUES | $62,209 | $62,209 | - | - | 0.2% |
| Fees: accounting | $22,727 | - | $22,727 | - | 0.1% | |
| All other expenses | $16,167 | $1,719 | $14,448 | - | 0.1% | |
| Conferences, conventions and meetings | $4,720 | - | $4,720 | - | 0.0% | |
| Total | $28,555,675 | 100% |
2018 · Form 990 · $24,225,466 spent · pay $0 · grants $0 · events $13,802
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $21,438,852 | $21,438,852 | - | - | 88.5% | |
| Other (as described) | ADMINISTRATIVE EXPENSES | $769,227 | - | $769,227 | - | 3.2% |
| Other (as described) | PPO ACCESS FEES | $763,807 | $763,807 | - | - | 3.2% |
| Fees: investment management | $541,198 | - | - | - | 2.2% | |
| Insurance | $201,933 | - | - | - | 0.8% | |
| Office expenses | $145,403 | - | - | - | 0.6% | |
| Other (as described) | CASE MANAGEMENT | $106,900 | $106,900 | - | - | 0.4% |
| Fees: other services | $79,453 | - | $79,453 | - | 0.3% | |
| Fees: legal | $61,564 | - | $61,564 | - | 0.3% | |
| Other (as described) | LNHSF DUES | $53,607 | $53,607 | - | - | 0.2% |
| All other expenses | $35,348 | $13,729 | $21,619 | - | 0.1% | |
| Fees: accounting | $14,372 | - | $14,372 | - | 0.1% | |
| Conferences, conventions and meetings | $13,802 | - | - | - | 0.1% | |
| Total | $24,225,466 | 100% |
2017 · Form 990 · $20,376,750 spent · pay $0 · grants $0 · events $13,934
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $17,791,756 | $17,791,756 | - | - | 87.3% | |
| Other (as described) | ADMINISTRATIVE EXPENSES | $701,451 | - | $701,451 | - | 3.4% |
| Other (as described) | PPO ACCESS FEES | $697,129 | $697,129 | - | - | 3.4% |
| Fees: investment management | $479,962 | - | $479,962 | - | 2.4% | |
| Insurance | $188,755 | - | $188,755 | - | 0.9% | |
| Office expenses | $117,166 | - | $117,166 | - | 0.6% | |
| Fees: legal | $91,587 | - | $91,587 | - | 0.4% | |
| Other (as described) | CASE MANAGEMENT | $87,978 | $87,978 | - | - | 0.4% |
| Fees: other services | $78,971 | - | $78,971 | - | 0.4% | |
| Other (as described) | LNHSF DUES | $65,777 | $65,777 | - | - | 0.3% |
| All other expenses | $45,157 | $17,975 | $27,182 | - | 0.2% | |
| Fees: accounting | $17,127 | - | $17,127 | - | 0.1% | |
| Conferences, conventions and meetings | $13,934 | - | $13,934 | - | 0.1% | |
| Total | $20,376,750 | 100% |
2016 · Form 990 · $17,043,931 spent · pay $0 · grants $0 · events $13,609
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $14,786,725 | $14,786,725 | - | - | 86.8% | |
| Other (as described) | ADMINISTRATIVE EXPENSES | $697,320 | - | $697,320 | - | 4.1% |
| Other (as described) | PPO ACCESS FEES | $517,074 | $517,074 | - | - | 3.0% |
| Fees: investment management | $433,956 | - | $433,956 | - | 2.5% | |
| Fees: legal | $122,855 | - | $122,855 | - | 0.7% | |
| Other (as described) | ACA TRANSITIONAL REINSURANCE | $110,300 | $110,300 | - | - | 0.6% |
| Office expenses | $108,927 | - | $108,927 | - | 0.6% | |
| Fees: other services | $78,313 | - | $78,313 | - | 0.5% | |
| Other (as described) | CASE MANAGEMENT | $74,772 | $74,772 | - | - | 0.4% |
| All other expenses | $73,920 | $56,995 | $16,925 | - | 0.4% | |
| Insurance | $17,968 | - | $17,968 | - | 0.1% | |
| Conferences, conventions and meetings | $13,609 | - | $13,609 | - | 0.1% | |
| Fees: accounting | $8,192 | - | $8,192 | - | 0.0% | |
| Total | $17,043,931 | 100% |
2015 · Form 990 · $15,462,091 spent · pay $0 · grants $0 · events $11,220
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $13,339,272 | $13,339,272 | - | - | 86.3% | |
| Other (as described) | ADMINISTRATIVE EXPENSES | $624,718 | - | $624,718 | - | 4.0% |
| Fees: investment management | $442,226 | - | $442,226 | - | 2.9% | |
| Other (as described) | PPO ACCESS FEES | $416,341 | $416,341 | - | - | 2.7% |
| Other (as described) | ACA TRANSITIONAL REINSURANCE | $150,401 | $150,401 | - | - | 1.0% |
| Fees: legal | $116,209 | - | $116,209 | - | 0.8% | |
| Fees: other services | $93,943 | - | $93,943 | - | 0.6% | |
| All other expenses | $93,183 | $57,286 | $35,897 | - | 0.6% | |
| Office expenses | $76,700 | - | $76,700 | - | 0.5% | |
| Other (as described) | CASE MANAGEMENT | $72,476 | $72,476 | - | - | 0.5% |
| Insurance | $16,897 | - | $16,897 | - | 0.1% | |
| Conferences, conventions and meetings | $11,220 | - | $11,220 | - | 0.1% | |
| Fees: accounting | $8,505 | - | $8,505 | - | 0.1% | |
| Total | $15,462,091 | 100% |
2014 · Form 990 · $13,471,568 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $11,374,273 | $11,374,273 | - | - | 84.4% | |
| Other (as described) | ADMINISTRATIVE EXPENSES | $642,124 | - | $642,124 | - | 4.8% |
| Fees: investment management | $430,023 | - | $430,023 | - | 3.2% | |
| Other (as described) | PPO ACCESS FEES | $405,553 | $405,553 | - | - | 3.0% |
| Other (as described) | ACA TRANSITIONAL REINSURANCE | $175,991 | $175,991 | - | - | 1.3% |
| All other expenses | $129,690 | $43,664 | $86,026 | - | 1.0% | |
| Fees: legal | $123,917 | - | $123,917 | - | 0.9% | |
| Office expenses | $85,213 | - | $85,213 | - | 0.6% | |
| Other (as described) | CASE MANAGEMENT | $80,231 | $80,231 | - | - | 0.6% |
| Insurance | $16,683 | - | $16,683 | - | 0.1% | |
| Fees: accounting | $7,870 | - | $7,870 | - | 0.1% | |
| Total | $13,471,568 | 100% |
2013 · Form 990 · $13,071,359 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $11,279,994 | $11,279,994 | - | - | 86.3% | |
| Other (as described) | ADMISTRATIVE EXPENSES | $484,799 | - | $484,799 | - | 3.7% |
| Other (as described) | PPO ACCESS FEES | $402,386 | $402,386 | - | - | 3.1% |
| Fees: investment management | $357,358 | - | $357,358 | - | 2.7% | |
| Fees: legal | $132,953 | - | $132,953 | - | 1.0% | |
| Other (as described) | ACTUARIAL & CONSULTING | $109,902 | - | $109,902 | - | 0.8% |
| Other (as described) | CASE MANAGEMENT | $97,858 | $97,858 | - | - | 0.7% |
| All other expenses | $95,282 | $25,763 | $69,519 | - | 0.7% | |
| Office expenses | $88,334 | - | $88,334 | - | 0.7% | |
| Insurance | $14,372 | - | $14,372 | - | 0.1% | |
| Fees: accounting | $8,121 | - | $8,121 | - | 0.1% | |
| Total | $13,071,359 | 100% |
2012 · Form 990 · $12,666,726 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $10,995,313 | $10,995,313 | - | - | 86.8% | |
| Other (as described) | ADMISTRATIVE EXPENSES | $527,727 | - | $527,727 | - | 4.2% |
| Other (as described) | PPO ACCESS FEES | $365,360 | $365,360 | - | - | 2.9% |
| Fees: investment management | $329,033 | - | $329,033 | - | 2.6% | |
| Office expenses | $113,430 | - | $113,430 | - | 0.9% | |
| Fees: legal | $100,925 | - | $100,925 | - | 0.8% | |
| Other (as described) | CASE MANAGEMENT | $84,557 | $84,557 | - | - | 0.7% |
| Other (as described) | ACTUARIAL & CONSULTING | $82,124 | - | $82,124 | - | 0.6% |
| All other expenses | $44,513 | $7,987 | $36,526 | - | 0.4% | |
| Insurance | $15,131 | - | $15,131 | - | 0.1% | |
| Fees: accounting | $8,613 | - | $8,613 | - | 0.1% | |
| Total | $12,666,726 | 100% |
2011 · Form 990 · $12,979,897 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $10,977,356 | $10,977,356 | - | - | 84.6% | |
| Other (as described) | ADMINISTRATIVE FEES | $641,443 | - | $641,443 | - | 4.9% |
| Other (as described) | PPO ACCESS FEES | $563,641 | $563,641 | - | - | 4.3% |
| Fees: investment management | $304,901 | - | $304,901 | - | 2.3% | |
| Other (as described) | CASE MANAGEMENT | $99,458 | $99,458 | - | - | 0.8% |
| Other (as described) | FIELD AUDIT | $98,359 | - | $98,359 | - | 0.8% |
| Office expenses | $93,408 | - | $93,408 | - | 0.7% | |
| All other expenses | $92,773 | $15,681 | $77,092 | - | 0.7% | |
| Fees: legal | $85,471 | - | $85,471 | - | 0.7% | |
| Insurance | $14,875 | - | $14,875 | - | 0.1% | |
| Fees: accounting | $8,212 | - | $8,212 | - | 0.1% | |
| Total | $12,979,897 | 100% |
2010 · Form 990 · $11,332,240 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,215,248 | $9,215,248 | - | - | 81.3% | |
| Other (as described) | ADMINISTRATIVE FEES | $623,963 | - | $623,963 | - | 5.5% |
| Other (as described) | PPO ACCESS FEES | $543,322 | $543,322 | - | - | 4.8% |
| Fees: investment management | $287,828 | - | $287,828 | - | 2.5% | |
| Office expenses | $153,994 | - | $153,994 | - | 1.4% | |
| Other (as described) | CASE MANAGEMENT | $135,584 | $135,584 | - | - | 1.2% |
| Fees: legal | $123,623 | - | $123,623 | - | 1.1% | |
| Other (as described) | FIELD AUDIT | $121,298 | - | $121,298 | - | 1.1% |
| Other (as described) | ACTUARIAL & CONSULTING | $74,197 | - | $74,197 | - | 0.7% |
| All other expenses | $27,183 | $16,967 | $10,216 | - | 0.2% | |
| Insurance | $15,375 | - | $15,375 | - | 0.1% | |
| Fees: accounting | $10,625 | - | $10,625 | - | 0.1% | |
| Total | $11,332,240 | 100% |
2009 · Form 990 · $13,301,119 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $11,103,766 | $11,103,766 | - | - | 83.5% | |
| Other (as described) | PPO ACCESS FEES | $693,212 | $693,212 | - | - | 5.2% |
| Other (as described) | ADMINISTRATIVE FEES | $615,069 | - | $615,069 | - | 4.6% |
| Fees: investment management | $272,876 | - | $272,876 | - | 2.1% | |
| Fees: legal | $139,842 | - | $139,842 | - | 1.1% | |
| Office expenses | $125,236 | - | $125,236 | - | 0.9% | |
| Other (as described) | CASE MANAGEMENT | $123,752 | $123,752 | - | - | 0.9% |
| Other (as described) | FIELD AUDIT | $95,767 | - | $95,767 | - | 0.7% |
| Other (as described) | ACTUARIAL & CONSULTING | $86,414 | - | $86,414 | - | 0.6% |
| All other expenses | $35,101 | - | $35,101 | - | 0.3% | |
| Fees: accounting | $10,084 | - | $10,084 | - | 0.1% | |
| Total | $13,301,119 | 100% |