Civic Intelligence

Union Workers Benefits Trust

990 • Fiscal year 2016 • EIN 01-0501407

Oct 01, 2015 to Sep 30, 2016 • Filed on Jul 05, 2017

Organization ProfileN/A

View Organization Page

722 Washington StreetBath, ME 04530

(207) 443-5566

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

85th percentile

0.48x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

78th percentile

0.16x

Higher debt load relative to revenue than 78% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

51st percentile

1.6%

Higher net margin than 51% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

68th percentile

8.9%

Faster revenue growth than 68% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$1,259,140

Up $132,327 (+12%) from 2015

Net Assets

Up

$660,199

Up $81,181 (+14%) from 2015

Liabilities

Up

$598,941

Up $51,146 (+9.3%) from 2015

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin51st percentile

Revenue

Up

$3,694,491

Up $302,285 (+8.9%) from 2015

Expenses

Up

$3,633,650

Up $291,913 (+8.7%) from 2015

Net Income

Up

$60,841

Up $10,372 (+21%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $958,869Liabilities 2011: $506,808Net Assets 2011: $452,0612011Assets 2012: $1,025,112Liabilities 2012: $475,608Net Assets 2012: $549,5042012Assets 2013: $1,086,027Liabilities 2013: $518,447Net Assets 2013: $567,5802013Assets 2014: $1,085,642Liabilities 2014: $543,403Net Assets 2014: $542,2392014Assets 2015: $1,126,813Liabilities 2015: $547,795Net Assets 2015: $579,0182015Assets 2016: $1,259,140Liabilities 2016: $598,941Net Assets 2016: $660,1992016Assets 2017: $1,368,976Liabilities 2017: $589,237Net Assets 2017: $779,7392017Assets 2018: $1,568,362Liabilities 2018: $677,016Net Assets 2018: $891,3462018Assets 2019: $1,694,063Liabilities 2019: $729,624Net Assets 2019: $964,4392019Assets 2020: $1,757,619Liabilities 2020: $511,561Net Assets 2020: $1,246,0582020Assets 2021: $2,342,755Liabilities 2021: $880,776Net Assets 2021: $1,461,9792021Assets 2022: $2,127,206Liabilities 2022: $857,825Net Assets 2022: $1,269,3812022Assets 2023: $2,041,822Liabilities 2023: $829,933Net Assets 2023: $1,211,8892023Assets 2024: $2,110,073Liabilities 2024: $862,661Net Assets 2024: $1,247,4122024

Highlighted filing

2016

Assets$1,259,140
Liabilities$598,941
Net Assets$660,199
Open 2016 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,027,8932011Revenue 2012: $3,170,478Expenses 2012: $3,094,765Net Income 2012: $75,7132012Revenue 2013: $3,101,028Expenses 2013: $3,056,980Net Income 2013: $44,0482013Revenue 2014: $3,159,104Expenses 2014: $3,195,250Net Income 2014: -$36,1462014Revenue 2015: $3,392,206Expenses 2015: $3,341,737Net Income 2015: $50,4692015Revenue 2016: $3,694,491Expenses 2016: $3,633,650Net Income 2016: $60,8412016Revenue 2017: $3,716,776Expenses 2017: $3,627,804Net Income 2017: $88,9722017Revenue 2018: $4,115,584Expenses 2018: $4,013,166Net Income 2018: $102,4182018Revenue 2019: $4,398,073Expenses 2019: $4,305,521Net Income 2019: $92,5522019Revenue 2020: $4,305,721Expenses 2020: $4,055,244Net Income 2020: $250,4772020Revenue 2021: $5,137,717Expenses 2021: $4,981,416Net Income 2021: $156,3012021Revenue 2022: $5,593,355Expenses 2022: $5,597,556Net Income 2022: -$4,2012022Revenue 2023: $5,224,310Expenses 2023: $5,334,870Net Income 2023: -$110,5602023Revenue 2024: $5,615,380Expenses 2024: $5,723,517Net Income 2024: -$108,1372024

Highlighted filing

2016

Revenue$3,694,491
Expenses$3,633,650
Net Income$60,841
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jul 5, 2017
Return Version
2015v3.0
Gross Receipts
$3,872,136
Mission and Program Overview

Mission

To provide insurance benefits to eligible members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$505,364$647,637▲ $142,273
Investments in Publicly Traded Securities$508,912$532,175▲ $23,263
Accounts Receivable$99,693$58,221▼ $41,472
Savings and Temporary Cash Investments$11,845$20,512▲ $8,667
Total Assets$1,126,813$1,259,140▲ $132,327
Other Assets Total$999$595▼ $404
Liabilities
Accounts Payable and Accrued Expenses$547,795$598,941▲ $51,146
Total Liabilities$547,795$598,941▲ $51,146
Net Assets / Fund Balance
Unrestricted Net Assets$579,018$660,199▲ $81,181
Total Net Assets Fund Balance$579,018$660,199▲ $81,181
Total Liabilities and Net Assets / Fund Balance$1,126,813$1,259,140▲ $132,327
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Glenn BurroughsChairman
William GilsonVice-chairman/financial of
Jay WadleighRecording Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,677,154
Investment Income
$17,337
Other Revenue
$0
Change in Net Assets
$60,841

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,694,491
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$20,340
Total Revenue per Audited Statements
$3,714,831
Total Revenue per Form 990
$3,694,491
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$103,274
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,530,376
Fees for Services Other---$69,178
Fees for Services Accounting---$12,900
Insurance---$9,682
Fees for Service Investment Mgmnt Fees---$6,150
Fees for Services Legal---$3,936
Conferences and Meetings---$1,245
Other Expenses---$134
Office Expenses---$49
Total Functional Expenses$0$0$0$3,633,650

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,633,650
Total Expenses per Audited Statements$3,633,650
Total Expenses per Form 990$3,633,650
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The plan provides insurance benefits covering active members of the industrial union of marine and shipbuilding workers of america/international association of mechinists and aerospace workers, labor union locals.”

Form 990, Part VI, Section A, Line 8B

“No seperate committees, all decisions made through general board.”

Form 990, Part VI, Section B, Line 11

“A draft of the form 990 is provided to the chairman and the other trustees. The draft is reviewed and any questions discussed and resolved with the external tax preparer prior to filing the final form.”

Form 990, Part VI, Section B, Line 15

“Not applicable as there are no employees nor are there any trustees compensated.”

Form 990, Part VI, Section C, Line 19

“All required documentation is available upon written request.”

Filing and Contact Details

Filer

Filer Name
Union Workers Benefits Trust
EIN
01-0501407
Phone
2074435566
Address
722 WASHINGTON STREET, BATH, ME 04530

Signing Officer

Name
Glenn Burroughs
Title
Chairman
Phone
2074435566
Signed
2017-07-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Glenn Burroughs
Formed
1995
Legal Domicile
Me
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Runyon Kersteen Ouellette
Address
20 LONG CREEK DRIVE, SOUTH PORTLAND, ME 04106
Preparer
Thomas Emery
Phone
2077732986
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The audit oversight process did not change during the year.”

Financial Statement Notes

PART X, LINE 2:

“The plan follows the provisions of fasb asc 740-10 income taxes, which clarifies the criteria that an individual tax position must satisfy for some or all of the benefits of that position to be recognized in an entity's financial statements. It also prescribes a recognition threshold of more likely-than-not, and a measurement attribute for all tax positions taken or expected to be taken on a tax return, in order for those tax positions to be recognized in the financial statements. There was no cumulative effect on the plan's financial statements related to the following of these provisions, and no interest or penalties related to uncertain tax positions were accrued. The plan is currently open to audit under the statute of limitations by the internal revenue service and state taxing authorities for the years ended september 30, 2013 through 2016.”

Raw XML Appendix283 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE INSURANCE BENEFITS TO ELIGIBLE MEMBERS.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt03530376
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GLENN BURROUGHS
IRS990/BooksInCareOfDetail/PhoneNum02074435566
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0722 WASHINGTON STREET
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IRS990/Desc0PROVIDE DENTAL, SUPPLEMENTAL ACCIDENT & SICKNESS, AND LONG TERM DISABILITY INSURANCE BENEFITS TO ELIGIBLE MEMBERS.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN/FINANCIAL OF
IRS990/Form990PartVIISectionAGrp/TitleTxt2RECORDING SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0180155
IRS990/GrossReceiptsAmt03872136
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt09682
IRS990/InvestmentIncomeGrp/ExclusionAmt014827
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014827
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0508912
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0177645
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE INSURANCE BENEFITS TO ELIGIBLE MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0579018
IRS990/NetAssetsOrFundBalancesEOYAmt0660199
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/Desc0BANK SERVICE CHARGES
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IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN FOLLOWS THE PROVISIONS OF FASB ASC 740-10 INCOME TAXES, WHICH CLARIFIES THE CRITERIA THAT AN INDIVIDUAL TAX POSITION MUST SATISFY FOR SOME OR ALL OF THE BENEFITS OF THAT POSITION TO BE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. IT ALSO PRESCRIBES A RECOGNITION THRESHOLD OF MORE LIKELY-THAN-NOT, AND A MEASUREMENT ATTRIBUTE FOR ALL TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, IN ORDER FOR THOSE TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THERE WAS NO CUMULATIVE EFFECT ON THE PLAN'S FINANCIAL STATEMENTS RELATED TO THE FOLLOWING OF THESE PROVISIONS, AND NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS WERE ACCRUED. THE PLAN IS CURRENTLY OPEN TO AUDIT UNDER THE STATUTE OF LIMITATIONS BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES FOR THE YEARS ENDED SEPTEMBER 30, 2013 THROUGH 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalRevenuePerForm990Amt03694491
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03633650
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN PROVIDES INSURANCE BENEFITS COVERING ACTIVE MEMBERS OF THE INDUSTRIAL UNION OF MARINE AND SHIPBUILDING WORKERS OF AMERICA/INTERNATIONAL ASSOCIATION OF MECHINISTS AND AEROSPACE WORKERS, LABOR UNION LOCALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO SEPERATE COMMITTEES, ALL DECISIONS MADE THROUGH GENERAL BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A DRAFT OF THE FORM 990 IS PROVIDED TO THE CHAIRMAN AND THE OTHER TRUSTEES. THE DRAFT IS REVIEWED AND ANY QUESTIONS DISCUSSED AND RESOLVED WITH THE EXTERNAL TAX PREPARER PRIOR TO FILING THE FINAL FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NOT APPLICABLE AS THERE ARE NO EMPLOYEES NOR ARE THERE ANY TRUSTEES COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL REQUIRED DOCUMENTATION IS AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE AUDIT OVERSIGHT PROCESS DID NOT CHANGE DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
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IRS990/TaxablePartyNotificationInd00
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IRS990/TempOrPermanentEndowmentsInd00
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IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/UnrestrictedNetAssetsGrp/EOYAmt0660199
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0722 WASHINGTON STREET
IRS990/USAddress/CityNm0BATH
IRS990/USAddress/StateAbbreviationCd0ME
IRS990/USAddress/ZIPCd004530
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GLENN BURROUGHS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02074435566
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION WORKERS BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0010501407
ReturnHeader/Filer/PhoneNum02074435566
ReturnHeader/Filer/USAddress/AddressLine1Txt0722 WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0BATH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004530
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010440155
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUNYON KERSTEEN OUELLETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 LONG CREEK DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004106
ReturnHeader/PreparerPersonGrp/PhoneNum02077732986
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS EMERY
ReturnHeader/ReturnTs02017-07-06T10:31:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,259,140
Liabilities
$598,941
Net assets
$660,199
Revenue
$3,694,491
Expenses
$3,633,650
Net income
$60,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.11$0.86$1.25$5.62$5.72$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.04$0.83$1.21$5.22$5.33$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.86$1.27$5.59$5.60$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.88$1.46$5.14$4.98$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.51$1.25$4.31$4.06$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.69$0.73$0.96$4.40$4.31$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.57$0.68$0.89$4.12$4.01$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.59$0.78$3.72$3.63$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.60$0.66$3.69$3.63$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.55$0.58$3.39$3.34$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.54$0.54$3.16$3.20$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.52$0.57$3.10$3.06$0.04
2012Summary only. Only limited summary data is available for this year.$1.03$0.48$0.55$3.17$3.09$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.51$0.45$3.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)9 • $1M-$5M nonprofits