Civic Intelligence

Union Workers Benefits Trust

990 • Fiscal year 2018 • EIN 01-0501407

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 14, 2019

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

0.43x

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

80th percentile

0.16x

Higher debt load relative to revenue than 80% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

54th percentile

2.5%

Higher net margin than 54% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

11%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$1,568,362

Up $199,386 (+15%) from 2017

Net Assets

Up

$891,346

Up $111,607 (+14%) from 2017

Liabilities

Up

$677,016

Up $87,779 (+15%) from 2017

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin54th percentile

Revenue

Up

$4,115,584

Up $398,808 (+11%) from 2017

Expenses

Up

$4,013,166

Up $385,362 (+11%) from 2017

Net Income

Up

$102,418

Up $13,446 (+15%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2018

Assets$1,568,362
Liabilities$677,016
Net Assets$891,346
Open 2018 Filing

Operations Trend

Revenue Growth69th 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

2018

Revenue$4,115,584
Expenses$4,013,166
Net Income$102,418
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 14, 2019
Return Version
2017v2.3
Gross Receipts
$4,115,584
Mission and Program Overview

Mission

To provide insurance benefits to eligible members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$658,442$865,619▲ $207,177
Investments in Publicly Traded Securities$576,031$593,230▲ $17,199
Accounts Receivable$66,556$87,098▲ $20,542
Receivable From Disqualified Prsn$50,000$0▼ $50,000
Savings and Temporary Cash Investments$17,344$21,388▲ $4,044
Total Assets$1,368,976$1,568,362▲ $199,386
Other Assets Total$603$1,027▲ $424
Liabilities
Accounts Payable and Accrued Expenses$589,237$677,016▲ $87,779
Total Liabilities$589,237$677,016▲ $87,779
Net Assets / Fund Balance
Unrestricted Net Assets$779,739$891,346▲ $111,607
Total Net Assets Fund Balance$779,739$891,346▲ $111,607
Total Liabilities and Net Assets / Fund Balance$1,368,976$1,568,362▲ $199,386
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Glenn BurroughsChairman
William GilsonVice-chairman
Trent VellellaTrustee
Jay WadleighSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,094,047
Investment Income
$18,628
Other Revenue
$2,909
Change in Net Assets
$102,418

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,115,584
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$9,189
Total Revenue per Audited Statements
$4,124,773
Total Revenue per Form 990
$4,115,584
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$97,214
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---$3,915,952
Fees for Services Other---$70,869
Fees for Services Accounting---$12,901
Fees for Service Investment Mgmnt Fees---$6,150
Fees for Services Legal---$3,192
Office Expenses---$2,838
Conferences and Meetings---$1,246
Other Expenses---$18
Total Functional Expenses$0$0$0$4,013,166

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,013,166
Total Expenses per Audited Statements$4,013,166
Total Expenses per Form 990$4,013,166
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$50,000$0▼ $50,000
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 11B

“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
2019-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Glenn Burroughs
Formed
1995
Legal Domicile
Me
Voting Board Members
4
Independent Board Members
4
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:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service and state taxing authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix297 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0589237
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0677016
IRS990/AccountsReceivableGrp/BOYAmt066556
IRS990/AccountsReceivableGrp/EOYAmt087098
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE INSURANCE BENEFITS TO ELIGIBLE MEMBERS.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt03915952
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GLENN BURROUGHS
IRS990/BooksInCareOfDetail/PhoneNum02074435566
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0722 WASHINGTON STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BATH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
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IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
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IRS990/ConferencesMeetingsGrp/TotalAmt01246
IRS990/ConflictOfInterestPolicyInd00
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IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE DENTAL, SUPPLEMENTAL ACCIDENT & SICKNESS, AND LONG TERM DISABILITY INSURANCE BENEFITS TO ELIGIBLE MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
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IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
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IRS990/FeesForServicesAccountingGrp/TotalAmt012901
IRS990/FeesForServicesLegalGrp/TotalAmt03192
IRS990/FeesForServicesOtherGrp/TotalAmt070869
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06150
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0GLENN BURROUGHS
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM GILSON
IRS990/Form990PartVIISectionAGrp/PersonNm2JAY WADLEIGH
IRS990/Form990PartVIISectionAGrp/PersonNm3TRENT VELLELLA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04115584
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt018628
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018628
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0576031
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0593230
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0ME
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/NetAssetsOrFundBalancesBOYAmt0779739
IRS990/NetAssetsOrFundBalancesEOYAmt0891346
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt09189
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt02838
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0603
IRS990/OtherAssetsTotalGrp/EOYAmt01027
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt018
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0INTERESTED PARTY INTER
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IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANTS CONTRIBUT
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04094047
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03522740
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016278
IRS990/PYOtherExpensesAmt0105064
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03700498
IRS990/PYRevenuesLessExpensesAmt088972
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03627804
IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt050000
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportLandBuildingEquipmentInd00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt021388
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04013166
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt09189
IRS990ScheduleD/RevenueNotReportedAmt09189
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04115584
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt04013166
IRS990ScheduleD/TotalRevenuePerForm990Amt04115584
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04124773
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04013166
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 11B
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:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt01568362
IRS990/TotalAssetsGrp/BOYAmt01368976
IRS990/TotalAssetsGrp/EOYAmt01568362
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04013166
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0589237
IRS990/TotalLiabilitiesEOYAmt0677016
IRS990/TotalLiabilitiesGrp/BOYAmt0589237
IRS990/TotalLiabilitiesGrp/EOYAmt0677016
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0779739
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0891346
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04094047
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt021537
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04094047
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04115584
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01368976
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01568362
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0779739
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0891346
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0722 WASHINGTON STREET
IRS990/USAddress/CityNm0BATH
IRS990/USAddress/StateAbbreviationCd0ME
IRS990/USAddress/ZIPCd004530
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GLENN BURROUGHS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02074435566
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId02E0AF2B6A96E3515D6D7C82DD9D7FA944CB31BBF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C04D53449D88B9CA1009FA6FCCCFDED8547CE51D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.75.30.218
ReturnHeader/FilingSecurityInformation/IPDt02019-08-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:41:09
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/ReturnTs02019-08-14T08:52:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,568,362
Liabilities
$677,016
Net assets
$891,346
Revenue
$4,115,584
Expenses
$4,013,166
Net income
$102,418
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