Nonprofit · EIN 85-6010752
SOUTHWEST MULTI-CRAFT HEALTH & WELFARE TRUST FUND
Tax-exempt · PHOENIX, AZ 85027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $40,059,613 | $31,432,009 | $8,627,604 | $158,524,673 | $194,199 | $158,330,474 |
| August 31, 2024 | 990 | $39,299,664 | $26,227,594 | $13,072,070 | $143,543,196 | $175,943 | $143,367,253 |
| August 31, 2023 | 990 | $36,936,516 | $24,796,107 | $12,140,409 | $116,627,834 | $149,416 | $116,478,418 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $33,315,076
- Investment income
- $6,744,537
- Net gain from sales of assets
- $3,899,756
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $27,366,398
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $62,729
- Accounting fees
- $22,702
Balance sheet and other
- Total assets, start of year
- $143,543,196
- Total assets, end of year
- $158,524,673
- Total liabilities, end of year
- $194,199
- Net assets, end of year
- $158,330,474
- Publicly traded securities
- $149,135,692
- Gross receipts
- $107,580,073
- Employees
- 0
- Year formed
- 1960
- State of legal domicile
- NM
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Roman Feher | Trustee Trustee or director | 2 | $0 |
| Michael Dea | Vice Secretary Trustee or director | 2 | $0 |
| Bob Warianka | Trustee Trustee or director | 2 | $0 |
| Charles Watson | Vice Chairman Trustee or director | 2 | $0 |
| Richard Russom | Trustee Trustee or director | 2 | $0 |
| Steve Campbell | Trustee Trustee or director | 2 | $0 |
| Darrell Deaguerro | Secretary Trustee or director | 2 | $0 |
| Patrick Thomas | Trustee Trustee or director | 2 | $0 |
| Andrew Palmer | Trustee Trustee or director | 2 | $0 |
| Jason Chavez | Trustee Trustee or director | 2 | $0 |
| Jon Presiado | Trustee Trustee or director | 2 | $0 |
| Edward Sim Jr | Chairman Officer | 2 | $0 |
| Jose V Atencio JR | Chairman-Past Officer | 2 | $0 |
| David Martin | Trustee Officer | 2 | $0 |
990 for the year ended August 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Roman Feher | Trustee Trustee or director | 2 | $0 |
| Michael Dea | Trustee Trustee or director | 2 | $0 |
| Bob Warianka | Trustee Trustee or director | 2 | $0 |
| Charles Watson | Trustee Trustee or director | 2 | $0 |
| Richard Russom | Trustee Trustee or director | 2 | $0 |
| Steve Campbell | Trustee Trustee or director | 2 | $0 |
| Darrell Deaguerro | Trustee Trustee or director | 2 | $0 |
| Patrick Thomas | Trustee Trustee or director | 2 | $0 |
| Edward Sim Jr | Secretary Officer | 2 | $0 |
| Jose V Atencio JR | Chairman Officer | 2 | $0 |
990 for the year ended August 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Roman Feher | Trustee Trustee or director | 2 | $0 |
| Michael Dea | Trustee Trustee or director | 2 | $0 |
| Bob Warianka | Trustee Trustee or director | 2 | $0 |
| Richard Russom | Trustee Trustee or director | 2 | $0 |
| Steve Campbell | Trustee Trustee or director | 2 | $0 |
| Patrick Thomas | Trustee Trustee or director | 2 | $0 |
| Edward Sim Jr | Secretary Officer | 2 | $0 |
| Charles Watson | Vice Secretary Officer | 2 | $0 |
| Jose V Antencio JR | Chairman Officer | 2 | $0 |
| Darrell Deaguerro | Vice Chairman Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 2550 W UNION HILLS DR STE 100, PHOENIX, AZ 85027-5170
- In care of
- % THE BOARD OF TTEES
- Principal officer (990 for 2024)
- Edward Sim Jr, 6121 Indian School Rd NE 123, Albuquerque, NM 87110
- Signed the 990
- Edward Sim Jr, Chairman
- Phone
- (505) 265-8422
- Return prepared by
- Baldwin Moffitt Behm LLP
Mission
To provide accident, hospital, surgical, medical, death benefits and saftey benefits
Program accomplishments
- to provide accident, hospital, surgical, medical, death benefits and safety benefits to approximately 3,500 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 85-6010752
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1962
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $158,524,673
- Income (IRS master file)
- $107,580,073
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $40,059,613 | $31,432,009 | $158,524,673 | XML |
| 990 | August 2024 | $39,299,664 | $26,227,594 | $143,543,196 | XML |
| 990 | August 2023 | $36,936,516 | $24,796,107 | $116,627,834 | XML |
| 990 | August 2022 | $14,464,763 | $22,751,624 | $97,020,451 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | 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 85-6010752).
Questions about SOUTHWEST MULTI-CRAFT HEALTH & WELFARE TRUST FUND
- What is the EIN of SOUTHWEST MULTI-CRAFT HEALTH & WELFARE TRUST FUND?
- The employer identification number (EIN) of SOUTHWEST MULTI-CRAFT HEALTH & WELFARE TRUST FUND is 85-6010752.
- Is SOUTHWEST MULTI-CRAFT HEALTH & WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1962.
- Are donations to SOUTHWEST MULTI-CRAFT HEALTH & WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHWEST MULTI-CRAFT HEALTH & 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 SOUTHWEST MULTI-CRAFT HEALTH & WELFARE TRUST FUND due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWEST MULTI-CRAFT HEALTH & WELFARE TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of SOUTHWEST MULTI-CRAFT HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended August 31, 2025 names Edward Sim Jr.
- Who are the officers and directors of SOUTHWEST MULTI-CRAFT HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended August 31, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does SOUTHWEST MULTI-CRAFT HEALTH & WELFARE TRUST FUND have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $40,059,613, expenses of $31,432,009 and total assets of $158,524,673 at year end.
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