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Pinnacle West Capital Corporation Union Health Benefits Master Trust

  • Quincy, MA
  • Tax-exempt since April 1994
  • EIN: 86-0748214

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$30.4M (2023)

Expenses
$19.7M (2023)

Total Assets
$434M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,371,495
Expenses
$19,673,270
Net Income
$10,698,225
Net Assets
$433,504,317
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $6,944,168
22.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $23,427,327
77.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $433,504,317
Total Liabilities $0
Net Assets $433,504,317
Compensation
Key Employees and Officers Compensation Related Other
State Street Bank Trust Co (Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$51,792,627
Expenses
$21,127,536
Net Income
$30,665,091
Net Assets
$458,793,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $5,125,454
9.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $46,667,143
90.1%
Net Inventory Sales $0
Other Revenue $30
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $10,703
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $458,793,147
Total Liabilities $0
Net Assets $458,793,147
Compensation
Key Employees and Officers Compensation Related Other
State Street Bank Trust Co (Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
View Filing (2 of 2)

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,509,022
Expenses
$19,683,302
Net Income
-$6,174,280
Net Assets
$486,686,678
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $6,019,822
44.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,489,041
55.4%
Net Inventory Sales $0
Other Revenue $159
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $486,686,678
Total Liabilities $0
Net Assets $486,686,678
Compensation
Key Employees and Officers Compensation Related Other
State Street Bank Trust Co (Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,110,670
Expenses
$21,080,078
Net Income
$18,030,592
Net Assets
$491,970,219
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $4,584,466
11.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $33,900,327
86.7%
Net Inventory Sales $0
Other Revenue $625,877
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $491,970,219
Total Liabilities $0
Net Assets $491,970,219
Compensation
Key Employees and Officers Compensation Related Other
State Street Bank And Trust Co (Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 12, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$27,803,477
Expenses
$22,118,243
Net Income
-$49,921,720
Net Assets
$444,888,045
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $6,248,244
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$34,061,036
Net Inventory Sales $0
Other Revenue $9,315
Notable Expenses Percent of Total Expenses
Executive Compensation $71,727
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $444,888,045
Total Liabilities $0
Net Assets $444,888,045
Compensation
Key Employees and Officers Compensation Related Other
State Street Bank And (Trustee) $71,727 $0 $0

Document Links

990
Filed on Nov. 13, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,490,545
Expenses
$18,551,489
Net Income
-$10,060,944
Net Assets
$455,445,430
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $6,085,719
71.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,392,760
28.2%
Net Inventory Sales $0
Other Revenue $12,066
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $455,445,430
Total Liabilities $0
Net Assets $455,445,430

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$87,894,751
Expenses
$2,677,133
Net Income
$85,217,618
Net Assets
$663,146,522
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $352,476
0.4%
Investment Income $13,052,985
14.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $74,320,264
84.6%
Net Inventory Sales $0
Other Revenue $169,026
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $170,839
6.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $663,338,848
Total Liabilities $192,326
Net Assets $663,146,522

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$40,392,048
Expenses
$16,198,742
Net Income
$24,193,306
Net Assets
$577,161,076
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $819,048
2.0%
Investment Income $13,081,648
32.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $26,367,674
65.3%
Net Inventory Sales $0
Other Revenue $123,678
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $193,833
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $579,253,088
Total Liabilities $2,092,012
Net Assets $577,161,076

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$53,583,856
Expenses
$2,387,495
Net Income
$51,196,361
Net Assets
$549,209,846
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $790,904
1.5%
Investment Income $11,806,008
22.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $40,757,444
76.1%
Net Inventory Sales $0
Other Revenue $229,500
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $258,473
10.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $553,138,182
Total Liabilities $3,928,336
Net Assets $549,209,846

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$41,939,029
Expenses
$21,489,923
Net Income
$20,449,106
Net Assets
$550,958,662
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $770,445
1.8%
Investment Income $11,263,515
26.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $29,862,695
71.2%
Net Inventory Sales $0
Other Revenue $42,374
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $231,229
1.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $553,025,693
Total Liabilities $2,067,031
Net Assets $550,958,662

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,626,098
Expenses
$28,836,917
Net Income
$4,789,181
Net Assets
$494,355,195
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,542,076
16.5%
Investment Income $10,097,377
30.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $17,876,842
53.2%
Net Inventory Sales $0
Other Revenue $109,803
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $213,375
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $496,534,228
Total Liabilities $2,179,033
Net Assets $494,355,195

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$49,839,151
Expenses
$32,050,340
Net Income
$17,788,811
Net Assets
$460,963,911
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,656,435
17.4%
Investment Income $10,366,805
20.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $30,730,656
61.7%
Net Inventory Sales $0
Other Revenue $85,255
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $211,731
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $462,269,662
Total Liabilities $1,305,751
Net Assets $460,963,911

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$49,320,967
Expenses
$37,113,833
Net Income
$12,207,134
Net Assets
$422,751,735
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,738,721
36.0%
Investment Income $10,051,699
20.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $21,506,704
43.6%
Net Inventory Sales $0
Other Revenue $23,843
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $178,125
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $424,630,777
Total Liabilities $1,879,042
Net Assets $422,751,735

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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