Civic Intelligence

Union Workers Benefits Trust

990 • Fiscal year 2020 • EIN 01-0501407

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 02, 2021

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

0.29x

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.12x

Higher debt load relative to revenue than 76% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

54th percentile

5.8%

Higher net margin than 54% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

43rd percentile

3.8%

Faster asset growth than 43% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-2.1%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$1,757,619

Up $63,556 (+3.8%) from 2019

Net Assets

Up

$1,246,058

Up $281,619 (+29%) from 2019

Liabilities

Down

$511,561

Down $218,063 (-30%) from 2019

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin54th percentile

Revenue

Down

$4,305,721

Down $92,352 (-2.1%) from 2019

Expenses

Down

$4,055,244

Down $250,277 (-5.8%) from 2019

Net Income

Up

$250,477

Up $157,925 (+171%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2020

Assets$1,757,619
Liabilities$511,561
Net Assets$1,246,058
Open 2020 Filing

Operations Trend

Revenue Growth47th 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

2020

Revenue$4,305,721
Expenses$4,055,244
Net Income$250,477
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 2, 2021
Return Version
2019v5.0
Gross Receipts
$4,359,858
Mission and Program Overview

Mission

To provide insurance benefits to eligible members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$850,055$912,167▲ $62,112
Cash and Non-Interest-Bearing Accounts$700,121$649,652▼ $50,469
Accounts Receivable$107,959$156,987▲ $49,028
Savings and Temporary Cash Investments$35,871$38,812▲ $2,941
Total Assets$1,694,063$1,757,619▲ $63,556
Other Assets Total$57$1▼ $56
Liabilities
Accounts Payable and Accrued Expenses$729,624$511,561▼ $218,063
Total Liabilities$729,624$511,561▼ $218,063
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$964,439$1,246,058▲ $281,619
Total Net Assets Fund Balance$964,439$1,246,058▲ $281,619
Total Liabilities and Net Assets / Fund Balance$1,694,063$1,757,619▲ $63,556
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Glenn BurroughsChairman
Trent VellellaTrustee
Jay WadleighSecretary
William GilsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,265,011
Investment Income
$40,710
Other Revenue
$0
Change in Net Assets
$250,477

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,305,721
Revenue Not Reported on Form 990
$31,142
Total Revenue per Audited Statements
$4,336,863
Total Revenue per Form 990
$4,305,721
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$128,240
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---$3,927,004
Fees for Services Other---$96,838
Fees for Services Accounting---$12,500
Office Expenses---$7,122
Fees for Service Investment Mgmnt Fees---$6,853
Fees for Services Legal---$2,994
Conferences and Meetings---$1,113
Insurance---$820
Total Functional Expenses$0$0$0$4,055,244

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,055,244
Total Expenses per Audited Statements$4,055,244
Total Expenses per Form 990$4,055,244
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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, Page 6, Part VI, 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, Page 6, Part VI, Line 8B

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

Form 990, Page 6, Part VI, 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 witht he external tax preparer prior to filing the final form.”

Form 990, Page 6, Part VI, 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
2021-08-02
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

Preparer

Firm
Runyon Kersteen Ouellette
Address
20 LONG CREEK DR, SOUTH PORTLAND, ME 04106
Preparer
Amy Chasse
Phone
2077732986
Supplemental Narrative

Additional Explanations

Form 990, Page 12, Part XII, Line 2C

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

Financial Statement Notes

Schedule D, Page 3, Part X

“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 Appendix274 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.

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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.
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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 SEPARATE 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 WITHT HE EXTERNAL TAX PREPARER PRIOR TO FILING THE FINAL FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL REQUIRED DOCUMENTATION IS AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE AUDIT OVERSIGHT PROCESS DID NOT CHANGE DURING THE YEAR.
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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 DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004106
ReturnHeader/PreparerPersonGrp/PhoneNum02077732986
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY CHASSE
ReturnHeader/ReturnTs02021-08-02T12:33:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,757,619
Liabilities
$511,561
Net assets
$1,246,058
Revenue
$4,305,721
Expenses
$4,055,244
Net income
$250,477
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