irs program accomplishments · form 990 part iii · fy2021
what they reported doing
Program narrative the organization filed with the IRS. Ordered by program spending.
- #1 primary $0A DEATH BENEFIT FUND IS MAINTAINED TO PROVIDE BENEFITS TO BENEFICIARIES OF DECEASED MEMBERS
named programs · 7 · from sources
what they call their work
401(k) Plan
A retirement savings tool offering tax advantages, employer contributions, and flexible investment options.
Apprenticeship Program
A five-year registered apprenticeship program providing industry-lead training and on-the-job experience for aspiring tradesmen and tradeswomen in plumbing, welding, and other pipe trades.
Pension Plans
Offers two pension plans to members, guaranteeing future benefits upon retirement.
Retiree Meetings
Regular meetings for retired members held in Phoenix and Tucson.
UA Local 469 Healthcare
Provides comprehensive health care benefits to members and their families, including medical, dental, vision, mental health services through Lyra, and on-site clinics through Marathon Health.
Widow's Breakfast
An invitation-only event for widows of union members.
Work-Life Services
Provides members with access to legal and financial services, identity theft support, and dependent care consultations and referrals through Lyra.
activities · 4 groups
what they do
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Professional Development & Certification Programs 5 activities
- Journeyman Upgrade TrainingProvides journeyman upgrade training, including an 8-hour Retirement Readiness Workshop, which members are required to complete by May 31, 2026.
- Journeyman Upgrade TrainingProvides journeyman upgrade training, including an 8-hour Retirement Readiness Workshop, and requires members to complete 8 hours of such training annually.
- Journeyman Upgrade TrainingProvides journeyman upgrade training, including an 8-hour Retirement Readiness Workshop, which members are required to complete by May 31, 2026.
- Journeyman Upgrade TrainingProvides journeyman upgrade training, including an 8-hour Retirement Readiness Workshop, which members are required to complete by a specified deadline.
- Journeyman Upgrade TrainingProvides journeyman upgrade training, including an 8-hour Retirement Readiness Workshop, which members are required to complete by a specified deadline.
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HVAC & Electrical Trades Training 4 activities
- Apprenticeship ProgramsOffers five-year registered apprenticeship programs for individuals seeking to become journeyman HVAC technicians and pipefitters, which may be completed faster based on prior experience or skill level. These programs include industry-led training and on-the-job experience.
- Apprenticeship ProgramsOffers five-year registered apprenticeship programs for individuals seeking to become journeyman HVAC technicians and pipefitters, which may be completed faster based on prior experience or skill level. These programs include industry-led training and on-the-job experience.
- Apprenticeship ProgramsOffers five-year registered apprenticeship programs for individuals seeking to become journeyman HVAC technicians and pipefitters, which may be completed faster based on prior experience or skill level. These programs include industry-led training and on-the-job experience.
- Apprenticeship ProgramsOffers five-year registered apprenticeship programs for individuals seeking to become journeyman HVAC technicians, pipefitters, and Virtual Design & Construction detailers, which include on-the-job training and may be completed earlier based on prior experience or skill level.
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Member-Focused Job Board & Career Matching 4 activities
- Job Dispatch SystemOperates an online job dispatch system for members to request jobs during off-hours.
- Job Dispatch SystemOperates an online job dispatch system for members to request jobs between 5:00 pm and 8:00 am.
- Job Dispatch SystemOperates an online job dispatch system for members to request jobs between 5:00 pm and 8:00 am.
- Job Dispatch SystemOperates an online job dispatch system for members to request jobs during off-hours (5:00 pm to 8:00 am).
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Uncategorized 16 activities
- Member Healthcare ServicesProvides on-site medical care at the union hall through the Everside clinic, offering no-cost visits and prescriptions for members.
- Member Meetings and EventsConducts regular union meetings, hosts retiree meetings in Tucson and Phoenix, and organizes an invitation-only breakfast event for widows.
- Member Meetings and GovernanceConducts union meetings and hosts retiree meetings in Tucson and Phoenix. Members in good standing have voting rights on union business, including elections and Collective Bargaining Agreement changes, after one year, and are eligible to run for union office after two years.
- Member Meetings and GovernanceConducts union meetings and hosts retiree meetings in Tucson and Phoenix. Members in good standing have voting rights on union business, including elections and Collective Bargaining Agreement changes, after one year, and can run for union office after two years.
- Member Meetings and RepresentationConducts union meetings, hosts retiree meetings in Tucson and Phoenix, and holds an invitation-only breakfast for widows. Members in good standing have voting rights on union business, including elections and Collective Bargaining Agreement changes, and can run for union office after two years.
- Member Meetings and RepresentationConducts union meetings, hosts retiree meetings in Tucson and Phoenix, and holds an invitation-only breakfast for widows. Members in good standing have voting rights on union business, including elections and Collective Bargaining Agreement changes, and can run for union office after two years of good standing.
- Member Representation and GovernanceElects delegates to represent the local union at conventions, grants voting rights on union business after one year of good standing, and allows members to run for union office after two years of good standing.
- Member Representation and GovernanceElects delegates to represent the local union at conventions and conducts union meetings where members in good standing can attend, vote on union business, and run for office after meeting specific tenure requirements.
- On-site Medical CareProvides on-site medical care at the union hall through the Everside clinic, offering no-cost visits and prescriptions for members.
- On-site Medical CareProvides on-site medical care at the union hall through the Everside clinic, offering no-cost visits and prescriptions for members.
- On-site Medical CareProvides on-site medical care at the union hall through the Everside clinic, offering no-cost visits and prescriptions for members.
- Retiree and Widow SupportHosts regular retiree meetings in Tucson and Phoenix, and organizes invitation-only breakfast events for widows.
- Virtual Design & Construction (VDC) TrainingTrains and certifies VDC detailers to create 3-D models from project documents and field measurements for integration into Building Information Models (BIM).
- Virtual Design & Construction TrainingTrains and certifies Virtual Design & Construction detailers through a five-year apprenticeship program focused on technology and detailing, enabling them to create 3-D models for Building Information Models (BIM).
- Virtual Design & Construction TrainingTrains and certifies Virtual Design & Construction detailers through a five-year apprenticeship program focused on technology and detailing, enabling them to create 3-D models for Building Information Models (BIM).
- Virtual Design & Construction TrainingTrains and certifies Virtual Design & Construction detailers through a five-year apprenticeship program focused on technology and detailing, enabling them to create 3-D models for Building Information Models (BIM).
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financials · form 990 · fy2021
revenue
Total revenue$11.61M
Contributions & grants$00%
Program service revenue$10.68M92%
Investment income$913K8%
Other revenue$12K
expenses
Total expenses$10.36M
Program expenses0%
Admin / overhead0%
Fundraising0%
Salaries & benefits$2.40M
Grants paid out$44K
Largest expense lineCompensation
balance sheet
Total assets$29.74M
Cash$2.96M
Investments$14.86M
Liabilities$8.93M
Net assets$20.80M
Liquid reserves20.6 mo
2 years on record · 2020–2021 · YoY revenue +16.4%
leadership · form 990 part vii · fy2021
who runs it
paid leadership · 14
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| AARON BUTLER | Business Manage | 40 | $239K |
| ARTHUR SAVAGE JR | Business Agent | 40 | $210K |
| JOSHUA WAKEHAM | Business Agent | 0 | $210K |
| MARK GALLEGO | Business Agent | 40 | $210K |
| RICHARD HUDSON | Business Agent | 40 | $210K |
| TONY GAUTHIER | Fin Sec/Treasur | 40 | $210K |
| THEODORE ISAIS | Business Agent | 40 | $207K |
| WILLIAM SAVAGE | Executive Board | 1 | $8K |
| MARK AGUIRE | President | 1 | $5K |
| BRYCE EDWARDS | Rec Sec | 1 | $1K |
| RICHARD HOLIDAY | Vice President | 1 | $1K |
| SCOT GOWANS | Executive Board | 1 | $800 |
| FRANK GARCIA | Executive Board | 1 | $750 |
| SHERWOOD BEGAY | Executive Board | 1 | $699 |
relationships · 21
who they work with
- AC&R Specialists Partner — Signatory contractor providing HVAC services
- ACCO Engineered Systems Partner — Signatory contractor providing HVAC services
- Allied Power Services, LLC Partner — Signatory contractor providing HVAC services
- American BIM Construction, LLC Partner — Signatory contractor providing construction services
- Anchor Mechanical, Inc. Partner — Signatory contractor providing HVAC services
- Apcon Construction Partner — Signatory contractor providing construction services
- Apollo Mechanical Contractors Partner — Signatory contractor providing HVAC services
- Cigna Partner — Provides premium health insurance coverage for members and their families.
- Harris Mechanical Southwest Partner — Signatory contractor providing HVAC services
- John Hancock Partner — Administers the 401(k) retirement savings plan with employer contributions and tax advantages for members.
- Johnson Controls Phoenix Partner — Signatory contractor providing HVAC services
- Learning Care Group Partner — Offers discounted childcare rates, waived enrollment fees, and extended hours at centers for members’ families.
- Lyra Partner — Provides mental health services and work-life support including legal, financial, and dependent care resources to members.
- Marathon Partner — Provides healthcare services including physical exams and urgent care to UA Local 469 members.
- Siemens Industry Inc. Partner — Signatory contractor providing HVAC services
- UA Local 469 Partner — Local union whose members elected delegates to the UA Convention.
- United Association (UA) Network — Member organization of the United Association, participating in its apprenticeship program and benefits structure.
- United Association (UA) Network — Part of the United Association national network, participating in its registered apprenticeship program.
- United Association (UA) Network — Participates in the UA registered apprenticeship program for welder training.
- United Association (UA) Partner — Provides industry-lead training through its registered apprenticeship program.
- gotomyunion.com Partner — Technology platform used for online dispatch and job requests.