2026-05-15T18:38:07-05:00 2025-06-30 860841383 WALLACE PLESE DREHER LLP 500 N JUNIPER DRIVE SUITE 275 CHANDLER AZ 85226 990 2024-07-01 942930831 ABA EDUCATION TRUST FUND ABAE 6022748222 1475 N SCOTTSDALE RD 140 SCOTTSDALE AZ 85257 JON BOHLKEN CHAIR 6022748222 2026-03-13 1 1 NIKKI KURETICH P01223792 4803450500 2026-03-04 2024 2025-03-06 01:10:19Z X JON BOHLKEN 1475 N SCOTTSDALE RD 140 SCOTTSDALE AZ 85257 940524 0 X HTTPS://AZBUILDERS.ORG/APPRENTICESHIPS/ X 1982 AZ PROVIDE APPRENTICESHIP AND WORKFORCE DEVELOPMENT PROGRAMS TO THE COMMERCIAL CONSTRUCTION INDUSTRY. 8 8 0 0 0 0 22718 27659 574922 897883 27296 14982 0 0 624936 940524 0 0 0 0 0 0 0 0 6817 791325 794878 791325 794878 -166389 145646 1270554 1353970 93014 30784 1177540 1323186 PROVIDE APPRENTICESHIP AND WORKFORCE DEVELOPMENT PROGRAMS TO THE COMMERCIAL CONSTRUCTION INDUSTRY. 0 0 662210 897883 PROVIDE APPRENTICESHIP AND WORKFORCE DEVELOPMENT PROGRAMS TO THE COMMERCIAL CONSTRUCTION INDUSTRY. 662210 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 16 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X KIMBERLY DAVIDS 6022748222 1475 N SCOTTSDALE RD STE 140 SCOTTSDALE AZ 85257 DAN ANDERSON TREASURER 1.00 X X 0 0 0 TUCKER MACON CHAIRMAN 5.00 X X 0 0 0 DEVYN PARROTT TRUSTEE 1.00 X 0 0 0 ROBERT MARCEAU TRUSTEE 1.00 X 0 0 0 CHRIS BROWN TRUSTEE 1.00 X 0 0 0 JOE CLARK TRUSTEE 1.00 X 0 0 0 ROB LAFFERTY TRUSTEE 1.00 X 0 0 0 JON BOHLKEN TRUSTEE 1.00 X 0 0 0 KIMBERLY DAVIDS TRUSTEE 20.00 35.00 X 0 319100 17160 0 319100 17160 0 0 1 0 ABA ARIZONA BUILDERS ALLIANCE 1475 N SCOTTSDALE RD STE 140 SCOTTSDALE AZ 85257 MANAGEMENT FEES 340830 1 27659 27659 REGISTRATION INCOME 611600 897883 897883 897883 14982 14982 940524 897883 0 14982 X 340830 272664 61349 6817 919 919 45032 45032 129531 129531 405 405 9566 9566 98900 98900 2375 2375 2606 2606 BOOKS, ACCESS CODES AND 147946 147946 MISCELLANEOUS 14510 13169 1341 FOOD, BEVERAGE AND INCI 1958 1958 TRAINING AND EDUCATION 300 300 794878 662210 125851 6817 151035 303642 990861 1005843 105083 33295 18952 10314 4623 876 1270554 1353970 93014 30747 0 37 93014 30784 X 1078414 1218110 99126 105076 1177540 1323186 1270554 1353970 145646 0 X 0 1 X 1 0 X 86218 33472 30513 22718 27659 200580 686061 652353 636772 574922 897883 3447991 772279 685825 667285 597640 925542 3648571 15177 12162 27339 393427 332569 270760 206699 413130 1616585 393427 347746 282922 206699 413130 1643924 2004647 6484 928 8764 27296 14982 58454 6484 928 8764 27296 14982 58454 778763 686753 676049 624936 940524 3707025 0.54080 0.48340 0.01580 0.01880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO AFFILIATE 37 37 X 940524 0 940524 0 940524 794878 0 794878 0 794878 PART X, LINE 2: THE TRUST QUALIFIES AS A TAX EXEMPT TRUST UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), AND ACCORDINGLY, THERE IS NO PROVISION FOR FEDERAL OR STATE CORPORATE INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE TRUST QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME (UBTI) WOULD BE TAXABLE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE TRUST TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. IF ASSESSED, THE TRUST WOULD CLASSIFY ANY INTEREST AND PENALTIES RECOGNIZED ASSOCIATED WITH A TAX POSITION AS ADDITIONAL INCOME TAXES IN THE STATEMENT OF ACTIVITIES. MANAGEMENT HAS EVALUATED SUBSEQUENT EVENTS THROUGH OCTOBER 6, 2025, WHICH IS THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED. X X 0 0 0 0 0 0 0 0 0 KIMBERLY DAVIDS TRUSTEE 0 319100 0 0 0 0 0 0 0 17160 0 336260 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS A MANAGEMENT AGREEMENT WITH ABA, ARIZONA BUILDERS' ALLIANCE FOR THE ADMINISTRATION OF THE TRAINING PROGRAM AND ACCOUNTING/FINANCIAL SERVICES. THOMAS DUNN SERVES AS THE PRESIDENT OF THE ORGANIZATION AND IS COMPENSATED BY ABA, ARIZONA BUILDERS' ALLIANCE FOR THESE SERVICES. FORM 990, PART VI, SECTION A, LINE 7A ABA, ARIZONA BUILDERS' ALLIANCE HAS THE POWER TO APPOINT TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B PREPARERS PROVIDE DOCUMENT TO MANAGEMENT, WHO THEN PROVIDES THE DOCUMENT TO THE BOARD TO REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORM IS SIGNED ANNUALLY. FORMS ARE DISTRIBUTED TO OFFICERS/TRUSTEES AND TRANSACTIONS ARE REVIEWED (IF ANY). FORM 990, PART VI, SECTION C, LINE 18 ONLINE AND AVAILABLE PRINTED COPY AT ABA, ARIZONA BUILDERS ALLIANCE ADDRESS. FORM 990, PART VI, SECTION C, LINE 19 ONLINE AND AVAILABLE PRINTED COPY AT ABA, ARIZONA BUILDERS ALLIANCE ADDRESS. FORM 990, PART IX, LINE 11G INSTRUCTORS: PROGRAM SERVICE EXPENSES 129,531. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 129,531. ABA ARIZONA BUILDERS' ALLIANCE 1475 N SCOTTSDALE RD STE 140 SCOTTSDALE AZ 85257 860763845 ADVOCATE OF CONSTRUCTION ACTIVITY AZ 501(C)(6) ABA ARIZONA BUILDERS' ALLIANCE 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 ABA ARIZONA BUILDERS ALLIANCE M 340830 ACTUAL EXPENSE ABA ARIZONA BUILDERS ALLIANCE P 80180 ACTUAL EXPENSE