Civic Intelligence

Yankee Atomic Electric Company

EIN 04-6567940 • 501(c)9 • Boston, MA

Profile

The trust is a non-profit welfare benefit plan operated to provide benefits to eligible retired union and nonunion employees of yankee atomic electric company.

Cbiz Advisors Llc53 State St 17 FLBoston, MA 02109

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

46th percentile

0.01x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

79th percentile

29%

Higher net margin than 79% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$6,771

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

41st percentile

3.5%

Faster asset growth than 41% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

2.9%

Faster revenue growth than 39% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$20,563,084

Up $694,915 (+3.5%) from 2023

Liabilities

Down

$18,164

Down $473 (-2.5%) from 2023

Net Assets

Up

$20,544,920

Up $695,388 (+3.5%) from 2023

Operations
Liabilities / Revenue46th percentileNet Margin79th percentile

Revenue

Up

$1,421,334

Up $39,530 (+2.9%) from 2023

Expenses

Up

$1,005,809

Up $49,716 (+5.2%) from 2023

Net Income

Down

$415,525

Down $10,186 (-2.4%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $13,849,332Liabilities 2011: $5,875Net Assets 2011: $13,843,4572011Assets 2012: $14,588,337Liabilities 2012: $16,600Net Assets 2012: $14,571,7372012Assets 2013: $16,158,718Liabilities 2013: $206,136Net Assets 2013: $15,952,5822013Assets 2014: $16,720,901Liabilities 2014: $56,371Net Assets 2014: $16,664,5302014Assets 2015: $16,121,607Liabilities 2015: $29,057Net Assets 2015: $16,092,5502015Assets 2016: $16,042,616Liabilities 2016: $32,190Net Assets 2016: $16,010,4262016Assets 2017: $17,736,680Liabilities 2017: $26,497Net Assets 2017: $17,710,1832017Assets 2018: $16,145,501Liabilities 2018: $8,578Net Assets 2018: $16,136,9232018Assets 2019: $18,613,371Liabilities 2019: $97,766Net Assets 2019: $18,515,6052019Assets 2020: $19,958,784Liabilities 2020: $9,675Net Assets 2020: $19,949,1092020Assets 2021: $21,982,248Liabilities 2021: $134,956Net Assets 2021: $21,847,2922021Assets 2022: $18,451,593Liabilities 2022: $12,877Net Assets 2022: $18,438,7162022Assets 2023: $19,868,169Liabilities 2023: $18,637Net Assets 2023: $19,849,5322023Assets 2024: $20,563,084Liabilities 2024: $18,164Net Assets 2024: $20,544,9202024

Highlighted filing

2024

Assets$20,563,084
Liabilities$18,164
Net Assets$20,544,920
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,931,319Expenses 2011: $1,315,701Net Income 2011: $615,6182011Revenue 2012: $931,469Expenses 2012: $1,328,135Net Income 2012: -$396,6662012Revenue 2013: $1,228,264Expenses 2013: $1,418,832Net Income 2013: -$190,5682013Revenue 2014: $1,297,254Expenses 2014: $1,140,126Net Income 2014: $157,1282014Revenue 2015: $1,447,540Expenses 2015: $1,186,028Net Income 2015: $261,5122015Revenue 2016: $1,256,069Expenses 2016: $1,397,844Net Income 2016: -$141,7752016Revenue 2017: $1,510,674Expenses 2017: $1,363,745Net Income 2017: $146,9292017Revenue 2018: $1,846,758Expenses 2018: $1,438,723Net Income 2018: $408,0352018Revenue 2019: $1,559,304Expenses 2019: $1,342,738Net Income 2019: $216,5662019Revenue 2020: $1,686,066Expenses 2020: $1,407,724Net Income 2020: $278,3422020Revenue 2021: $2,375,202Expenses 2021: $1,163,411Net Income 2021: $1,211,7912021Revenue 2022: $2,375,788Expenses 2022: $1,207,124Net Income 2022: $1,168,6642022Revenue 2023: $1,381,804Expenses 2023: $956,093Net Income 2023: $425,7112023Revenue 2024: $1,421,334Expenses 2024: $1,005,809Net Income 2024: $415,5252024

Highlighted filing

2024

Revenue$1,421,334
Expenses$1,005,809
Net Income$415,525
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,563,084
Liabilities
$18,164
Net assets
$20,544,920
Revenue
$1,421,334
Expenses
$1,005,809
Net income
$415,525
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.6$0.02$20.5$1.42$1.01$0.42
2023Detailed filing. Detailed filing data is available for this year.$19.9$0.02$19.8$1.38$0.96$0.43
2022Detailed filing. Detailed filing data is available for this year.$18.5$0.01$18.4$2.38$1.21$1.17
2021Detailed filing. Detailed filing data is available for this year.$22.0$0.13$21.8$2.38$1.16$1.21
2020Detailed filing. Detailed filing data is available for this year.$20.0$0.01$19.9$1.69$1.41$0.28
2019Summary only. Only limited summary data is available for this year.$18.6$0.10$18.5$1.56$1.34$0.22
2018Summary only. Only limited summary data is available for this year.$16.1$0.01$16.1$1.85$1.44$0.41
2017Summary only. Only limited summary data is available for this year.$17.7$0.03$17.7$1.51$1.36$0.15
2016Summary only. Only limited summary data is available for this year.$16.0$0.03$16.0$1.26$1.40$0.14
2015Summary only. Only limited summary data is available for this year.$16.1$0.03$16.1$1.45$1.19$0.26
2014Summary only. Only limited summary data is available for this year.$16.7$0.06$16.7$1.30$1.14$0.16
2013Summary only. Only limited summary data is available for this year.$16.2$0.21$16.0$1.23$1.42$0.19
2012Summary only. Only limited summary data is available for this year.$14.6$0.02$14.6$0.93$1.33$0.40
2011Summary only. Only limited summary data is available for this year.$13.8$0.01$13.8$1.93$1.32$0.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$5,348,460
Mission and Program Overview

Mission

The trust is a non-profit welfare benefit plan operated to provide benefits to eligible retired union and nonunion employees of yankee atomic electric company.

To provide health and welfare benefits to active & retired employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$19,248,798$19,977,767▲ $728,969
Cap Stk Tr Prin Current Funds$13,837,370$13,837,370→ $0
Rtn Earn Endowment Incm Other Fnds$6,012,162$6,707,550▲ $695,388
Savings and Temporary Cash Investments$224,356$327,059▲ $102,703
Prepaid Expenses and Deferred Charges$231,751$95,914▼ $135,837
Accounts Receivable$31,042$13,473▼ $17,569
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$19,868,169$20,563,084▲ $694,915
Other Assets Total$132,222$148,871▲ $16,649
Liabilities
Other Liabilities$18,637$18,164▼ $473
Total Liabilities$18,637$18,164▼ $473
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,849,532$20,544,920▲ $695,388
Total Liabilities and Net Assets / Fund Balance$19,868,169$20,563,084▲ $694,915
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleBaseTotal
-Trustee as Required$6,771$6,771
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$451,937
Investment Income
$540,160
Other Revenue
$429,237
Change in Net Assets
$415,525

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,208,546
Revenue Not Reported on Financial Statements
$212,788
Revenue Not Reported on Form 990
$492,651
Other Revenue Adjustments
$212,788
Total Revenue per Audited Statements
$1,701,197
Total Revenue per Form 990
$1,421,334
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$194,451
Salaries, Compensation, and Employee Benefits$6,771
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$804,587--$804,587
Other Expenses-$10,601-$10,601
Current Officers, Directors, Trustees, and Key Employees-$6,771-$6,771
Total Functional Expenses$804,587$201,222$0$1,005,809

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,005,809
Total Expenses per Audited Statements$1,005,809
Total Expenses per Form 990$1,005,809
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Investment Management Fees$7,250
Accrued Health Insurance$4,174
Accrued Trustee Fees$3,433
Accrued Legal Fees$3,307
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The controller of the corporation for which this exempt 501(c)(9) veba plan was established reviews the returns for the exempt trust. In addition, the institutional trustee is provided a copy of the tax returns and also reviews them.”

Form 990, Part VI, Section B, Line 12C

“The general counsel of the company is the policy owner. Every year, he conducts an annual process that requires written disclosure of any conflicts or potential conflicts. If a conflict or potential conflict is noted, the chief compliance officer and the company's audit committee of the board have to review and disposition the issue.”

Form 990, Part VI, Section C, Line 18

“Documents are provided upon written request.”

Form 990, Part VI, Section C, Line 19

“Documents are provided upon written request.”

Filing and Contact Details

Filer

Filer Name
Yankee Atomic Electric Company
EIN
04-6567940
Phone
6178075000
Address
CBIZ ADVISORS LLC53 STATE ST 17 FL, BOSTON, MA 02109

Signing Officer

Name
Todd D Smith
Title
Executive Director of Business Oper
Phone
8602676426
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd D Smith
Formed
1993
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Cbiz Advisors LLC
Address
53 STATE STREET, BOSTON, MA 02109
Preparer
Leonard a Clark Iii
Phone
6178075000
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Net appreciation in fair value of investments 492,651.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“REALIZED GAINS 212,788.”

Raw XML Appendix334 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/ExplanationTxt0NET APPRECIATION IN FAIR VALUE OF INVESTMENTS 492,651.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REALIZED GAINS 212,788.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CONTROLLER OF THE CORPORATION FOR WHICH THIS EXEMPT 501(C)(9) VEBA PLAN WAS ESTABLISHED REVIEWS THE RETURNS FOR THE EXEMPT TRUST. IN ADDITION, THE INSTITUTIONAL TRUSTEE IS PROVIDED A COPY OF THE TAX RETURNS AND ALSO REVIEWS THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GENERAL COUNSEL OF THE COMPANY IS THE POLICY OWNER. EVERY YEAR, HE CONDUCTS AN ANNUAL PROCESS THAT REQUIRES WRITTEN DISCLOSURE OF ANY CONFLICTS OR POTENTIAL CONFLICTS. IF A CONFLICT OR POTENTIAL CONFLICT IS NOTED, THE CHIEF COMPLIANCE OFFICER AND THE COMPANY'S AUDIT COMMITTEE OF THE BOARD HAVE TO REVIEW AND DISPOSITION THE ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE PROVIDED UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE PROVIDED UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0042202761
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PUBLIC UTILITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0YANKEE ATOMIC ELECTRIC COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0C/O MARCUM LLP 53 STATE STREET 17TH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0BOSTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd002109
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt019868169
IRS990/TotalAssetsEOYAmt020563084
IRS990/TotalAssetsGrp/BOYAmt019868169
IRS990/TotalAssetsGrp/EOYAmt020563084
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0201222
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0804587
IRS990/TotalFunctionalExpensesGrp/TotalAmt01005809
IRS990/TotalGrossUBIAmt0969397
IRS990/TotalLiabilitiesBOYAmt018637
IRS990/TotalLiabilitiesEOYAmt018164
IRS990/TotalLiabilitiesGrp/BOYAmt018637
IRS990/TotalLiabilitiesGrp/EOYAmt018164
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt019849532
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt020544920
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0804587
IRS990/TotalProgramServiceRevenueAmt0451937
IRS990/TotalReportableCompFromOrgAmt06771
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0451937
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01421334
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0969397
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt019868169
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt020563084
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0CBIZ ADVISORS LLC53 STATE ST 17 FL
IRS990/USAddress/CityNm0BOSTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002109
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD D SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR OF BUSINESS OPER
ReturnHeader/BusinessOfficerGrp/PhoneNum08602676426
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YANKEE ATOMIC ELECTRIC COMPANY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEE WELFARE PROGRAM TRUST
ReturnHeader/Filer/BusinessNameControlTxt0YANK
ReturnHeader/Filer/EIN0046567940
ReturnHeader/Filer/PhoneNum06178075000
ReturnHeader/Filer/USAddress/AddressLine1Txt0CBIZ ADVISORS LLC53 STATE ST 17 FL
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt053 STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06178075000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEONARD A CLARK III
ReturnHeader/ReturnTs02025-11-12T11:01:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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