Skip to main content

Nonprofit · EIN 87-6122720

UTAH-IDAHO TEAMSTERS SECURITY FUND

Tax-exempt · PHOENIX, AZ 85027

Financials

$59.7M$57.6M2022$59.6M$60.3M2023$67.1M$63.4M2024
Revenue Expenses · by fiscal year end
Financials of UTAH-IDAHO TEAMSTERS SECURITY FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990$67,114,746$63,409,917$3,704,829$78,837,029$95,633$78,741,396
April 30, 2024990$59,582,095$60,267,983-$685,888$73,408,211$715,826$72,692,385
April 30, 2023990$59,651,210$57,587,945$2,063,265$68,838,027$190,513$68,647,514
Financial details: 990 for the year ended April 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$63,652,683
Investment income
$3,462,063
Net gain from sales of assets
$1,378,567
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$60,243,288
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$77,506
Accounting fees
$57,911

Balance sheet and other

Total assets, start of year
$73,408,211
Total assets, end of year
$78,837,029
Total liabilities, end of year
$95,633
Net assets, end of year
$78,741,396
Publicly traded securities
$22,344,367
Gross receipts
$93,798,033
Employees
0
Volunteers
0
Year formed
1956
State of legal domicile
UT

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 April 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
DAVID ANDERSONEMPLOYER TRUSTEE
Trustee or director
1$0
TOM CANNONEMPLOYER TRUSTEE
Trustee or director
1$0
TIM DIETZEMPLOYER TRUSTEE
Trustee or director
1$0
LARRY ORTEGAEMPLOYER TRUSTEE
Trustee or director
1$0
VERONICA TERPENINGEMPLOYER TRUSTEE - PAST
Trustee or director
1$0
SPENCER HOGUEUNION TRUSTEEE
Trustee or director
1$0
BOB MENDEZUNION TRUSTEEE
Trustee or director
1$0
BRITT MILLERUNION TRUSTEEE
Trustee or director
1$0
JESSICA PRATHERUNION TRUSTEE - PAST
Trustee or director
1$0
JIM SOUMASUNION TRUSTEEE
Trustee or director
1$0
990 for the year ended April 30, 2024: 8 people
NameTitleHours / weekCompensation
DAVE ANDERSONEMPLOYER TRUSTEE
Trustee or director
1$0
TOM CANNONEMPLOYER TRUSTEE
Trustee or director
1$0
TIM DIETZEMPLOYER TRUSTEE
Trustee or director
1$0
VERONICA TERPENINGEMPLOYER TRUSTEE
Trustee or director
1$0
SPENCER HOGUEUNION TRUSTEE
Trustee or director
1$0
BRITT MILLERUNION TRUSTEE
Trustee or director
1$0
JESSICA PRATHERUNION TRUSTEE
Trustee or director
1$0
JIM SOUMASUNION TRUSTEE
Trustee or director
1$0
990 for the year ended April 30, 2023: 10 people
NameTitleHours / weekCompensation
DAVE ANDERSONEMPLOYER TRUSTEE
Trustee or director
1$0
TOM CANNONEMPLOYER TRUSTEE
Trustee or director
1$0
TIM DIETZEMPLOYER TRUSTEE
Trustee or director
1$0
CHRIS ROWLANDEMPLOYER TRUSTEE
Trustee or director
1$0
VERONICA TERPENINGEMPLOYER TRUSTEE
Trustee or director
1$0
SPENCER HOGUEUNION TRUSTEE
Trustee or director
1$0
BRITT MILLERUNION TRUSTEE
Trustee or director
1$0
JESSICA PRATHERUNION TRUSTEE
Trustee or director
1$0
JIM STONEUNION TRUSTEE
Trustee or director
1$0
JIM SOUMASUNION TRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
2550 W UNION HILLS DR STE 290, PHOENIX, AZ 85027-5198
In care of
% SSA DAVIN MARTINEZ
Principal officer (990 for 2024)
DAVID ANDERSON, 2550 W UNION HILLS DR STE 290, PHOENIX, AZ 85027
Signed the 990
Spencer Hogue, President
Phone
(602) 249-3582
Return prepared by
MILLER KAPLAN ARASE LLP

Mission

SEE SCHEDULE O

990 for the year ended April 30, 2025

Program accomplishments

  • SEE SCHEDULE O

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 April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
87-6122720
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1958
Accounting year ends
April
Files
Form 990 or 990-EZ
Assets (IRS master file)
$78,837,029
Income (IRS master file)
$93,798,033

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2025$67,114,746$63,409,917$78,837,029XML
990April 2024$59,582,095$60,267,983$73,408,211XML
990April 2023$59,651,210$57,587,945$68,838,027XML
990April 2022$62,476,382$52,727,212$66,405,330IRS
990April 2021–––IRS
990April 2020–––IRS
990April 2019–––IRS
990April 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 87-6122720).

Questions about UTAH-IDAHO TEAMSTERS SECURITY FUND

What is the EIN of UTAH-IDAHO TEAMSTERS SECURITY FUND?
The employer identification number (EIN) of UTAH-IDAHO TEAMSTERS SECURITY FUND is 87-6122720.
Is UTAH-IDAHO TEAMSTERS SECURITY FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1958.
Are donations to UTAH-IDAHO TEAMSTERS SECURITY FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UTAH-IDAHO TEAMSTERS SECURITY 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 UTAH-IDAHO TEAMSTERS SECURITY FUND due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UTAH-IDAHO TEAMSTERS SECURITY FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended April 2025.
Who is the principal officer of UTAH-IDAHO TEAMSTERS SECURITY FUND?
The 990 for the year ended April 30, 2025 names DAVID ANDERSON.
Who are the officers and directors of UTAH-IDAHO TEAMSTERS SECURITY FUND?
The 990 for the year ended April 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does UTAH-IDAHO TEAMSTERS SECURITY FUND have?
On its 990 for the year ended April 30, 2025 it reported revenue of $67,114,746, expenses of $63,409,917 and total assets of $78,837,029 at year end.

Other nonprofits in PHOENIX

All nonprofits in PHOENIX · Arizona