Civic Intelligence

Unitil Union Voluntary Employee Benefit Trust

990 • Fiscal year 2011 • EIN 20-4391011

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 08, 2012

6 Liberty Lane03842-1720
Siviq Scores

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

Liabilities / Assets

57th percentile

0.04x

Higher debt load relative to assets than 57% of similar nonprofits.

2011 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

6th percentile

-42%

Faster asset growth than 6% of similar nonprofits.

2011 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$940,880

Down $685,592 (-42%) from 2010

Net Assets

Down

$905,327

Down $702,493 (-44%) from 2010

Liabilities

Up

$35,553

Up $16,901 (+91%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$811,511

Up $65,868 (+8.8%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $1,626,472Liabilities 2010: $18,652Net Assets 2010: $1,607,8202010Assets 2011: $940,880Liabilities 2011: $35,553Net Assets 2011: $905,3272011Assets 2012: $854,799Liabilities 2012: $65,748Net Assets 2012: $789,0512012Assets 2013: $2,097,701Liabilities 2013: $0Net Assets 2013: $2,097,7012013Assets 2014: $2,307,492Liabilities 2014: $0Net Assets 2014: $2,307,4922014Assets 2015: $2,578,384Liabilities 2015: $0Net Assets 2015: $2,578,3842015Assets 2016: $2,772,698Liabilities 2016: $0Net Assets 2016: $2,772,6982016Assets 2017: $3,325,495Liabilities 2017: $0Net Assets 2017: $3,325,4952017Assets 2018: $3,648,877Liabilities 2018: $0Net Assets 2018: $3,648,8772018Assets 2019: $4,913,684Liabilities 2019: $127,824Net Assets 2019: $4,785,8602019Assets 2020: $6,309,756Liabilities 2020: $76,116Net Assets 2020: $6,233,6402020Assets 2021: $12,682,946Liabilities 2021: $14,192Net Assets 2021: $12,668,7542021Assets 2022: $19,567,662Liabilities 2022: $0Net Assets 2022: $19,567,6622022Assets 2023: $22,042,076Liabilities 2023: $0Net Assets 2023: $22,042,0762023Assets 2024: $24,088,884Liabilities 2024: $0Net Assets 2024: $24,088,8842024

Highlighted filing

2011

Assets$940,880
Liabilities$35,553
Net Assets$905,327

Operations Trend

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

$10M$5.0M$0Expenses 2010: $745,6432010Expenses 2011: $811,5112011Expenses 2012: $1,152,3092012Revenue 2013: $2,220,256Expenses 2013: $952,924Net Income 2013: $1,267,3322013Revenue 2014: $1,443,495Expenses 2014: $1,233,704Net Income 2014: $209,7912014Revenue 2015: $1,572,976Expenses 2015: $1,302,084Net Income 2015: $270,8922015Revenue 2016: $1,600,012Expenses 2016: $1,405,698Net Income 2016: $194,3142016Revenue 2017: $1,810,239Expenses 2017: $1,257,442Net Income 2017: $552,7972017Revenue 2018: $1,618,313Expenses 2018: $1,294,931Net Income 2018: $323,3822018Revenue 2019: $2,452,561Expenses 2019: $1,315,578Net Income 2019: $1,136,9832019Revenue 2020: $2,707,919Expenses 2020: $1,260,139Net Income 2020: $1,447,7802020Revenue 2021: $7,786,941Expenses 2021: $1,351,827Net Income 2021: $6,435,1142021Revenue 2022: $8,630,287Expenses 2022: $1,731,379Net Income 2022: $6,898,9082022Revenue 2023: $3,984,652Expenses 2023: $1,510,238Net Income 2023: $2,474,4142023Revenue 2024: $3,354,741Expenses 2024: $1,307,933Net Income 2024: $2,046,8082024

Highlighted filing

2011

Revenue-
Expenses$811,511
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 8, 2012
Return Version
2011v1.2
Gross Receipts
$1,673,786
Mission and Program Overview

Mission

To fund health and welfare benefit expenses

Filing and Contact Details

Filer

EIN
20-4391011
Raw XML Appendix280 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/AccountsPayableAccruedExpenses/BOY018652
IRS990/AccountsPayableAccruedExpenses/EOY035553
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO FUND HEALTH AND WELFARE BENEFIT EXPENSES.
IRS990/AddressPrincipalOfficerUS/AddressLine106 LIBERTY LANE
IRS990/AddressPrincipalOfficerUS/City0HAMPTON
IRS990/AddressPrincipalOfficerUS/State0NH
IRS990/AddressPrincipalOfficerUS/ZIPCode003842
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY0790917
IRS990/BenefitsPaidToMembersPriorYear0725556
IRS990/BenefitsToMembers/Total0790917
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IRS990/CapStckTrstPrinCurrentFunds/EOY00
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IRS990/DeductibleNonCashContributions00
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IRS990/DescribedIn501C300
IRS990/Description0PAYMENT OF HEALTH AND WELFARE BENEFIT EXPENSES FOR UNITIL RETIREES, AS PERMITTED UNDER IRC SECTION 501(C)(9).
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IRS990/Form990PartVIISectionA/ReportableCompFromOrganization010570
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IRS990/Form990PartVIISectionA/Title0TRUSTEE
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IRS990/MissionDescription0PAYMENT OF HEALTH AND WELFARE BENEFIT EXPENSES FOR UNITIL RETIREES.
IRS990/MoreThan5000KToIndividuals00
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IRS990/NameOfPrincipalOfficerPerson0GEORGE LONG
IRS990/NbrIndependentVotingMembers00
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IRS990/NetGainOrLossInvestments/TotalRevenueColumn069002
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
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IRS990/OfficerMailingAddress00
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IRS990/OtherExpensesCurrentYear020594
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IRS990/PartialLiquidation00
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IRS990/PremiumsPaid00
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IRS990/ProgramServiceRevenue/BusinessCode0525100
IRS990/ProgramServiceRevenueCY05619
IRS990/ProgramServiceRevenue/Description0PLAN CONTRIBUTIONS
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IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome05619
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IRS990/ProhibitedTaxShelterTrans00
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IRS990/ReconcilationRevenueExpenses0-702493
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IRS990/RetainedEarningsEndowmentEtc/BOY01607820
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IRS990/RevenuesLessExpensesCY0-702493
IRS990/RevenuesLessExpensesPriorYear0652408
IRS990/SalariesEtcCurrentYear00
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IRS990/SavingsAndTempCashInvestments/BOY01624214
IRS990/SavingsAndTempCashInvestments/EOY0939489
IRS990/ScheduleBRequired00
IRS990ScheduleD/ExcessOrDeficitForYear0-702493
IRS990ScheduleD/ExcessOrDeficitPerFS0-702493
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN, AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN ANY UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2008.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART X:
IRS990ScheduleD/TotalExpenses0811511
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenue0109018
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE TRUST IS A VEBA TRUST AS DEFINED UNDER IRC SECTION 501(C)(9). IT IS GOVERNED BY THE TRUST DOCUMENT BY WHICH THE TRUST WAS CREATED. AS SUCH, IT DOES NOT HAVE A GOVERNING BODY AND WE HAVE RESPONDED ACCORDINGLY, STATING THAT THE TRUST DOES NOT HAVE CONTEMPORANEOUS DOCUMENTATION OF MEETINGS OR ACTIONS UNDERTAKEN DURING THE YEAR.
IRS990ScheduleO/GeneralExplanation/Explanation1THE TRUST IS A VEBA TRUST AS DEFINED UNDER IRC SECTION 501(C)(9). IT IS GOVERNED BY THE TRUST DOCUMENT BY WHICH THE TRUST WAS CREATED. AS SUCH, IT DOES NOT HAVE A GOVERNING BODY AND/OR A COMMITTEE AND WE HAVE RESPONDED ACCORDINGLY, STATING THAT THE TRUST DOES NOT HAVE CONTEMPORANEOUS DOCUMENTATION OF MEETINGS OR ACTIONS UNDERTAKEN DURING THE YEAR.
IRS990ScheduleO/GeneralExplanation/Explanation2THE TRUST IS A VEBA TRUST AS DEFINED UNDER IRC SECTION 501(C)(9). IT IS GOVERNED BY THE TRUST DOCUMENT BY WHICH THE TRUST WAS CREATED. AS SUCH, IT DOES NOT HAVE A GOVERNING BODY AND WE HAVE RESPONDED ACCORDINGLY. THE TAX RETURN IS PREPARED BY AN INDEPENDENT FIRM. THE PREPARED RETURN IS THEN SUBMITTED TO THE PERSON DESIGNATED BY THE TRUST FOR REVIEW BEFORE THE RETURN IS SIGNED AND SUBMITTED FOR FILING.
IRS990ScheduleO/GeneralExplanation/Explanation3THIS IS A IRC SECTION 501(C)(9) VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION WHICH COVERS ONLY ELIGIBLE EMPLOYEES OF UNITIL. THERE IS NO SOLICITATION OF CONTRIBUTIONS OR INVOLVEMENT OF THE GENERAL PUBLIC. THEREFORE, THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/GeneralExplanation/Explanation4SEI PRIVATE TRUST COMPANY - 1 FREEDOM VALLEY DRIVE, OAKS, PA 19456.
IRS990ScheduleO/GeneralExplanation/Identifier0CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VII
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IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0NH
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode003842
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
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IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10UNITIL NON-UNION VOLUNTARY EMPLOYEE BENEFIT TRUST
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0VEBA - TO FUND BENEFIT EXPENSES
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IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
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IRS990ScheduleR/PerformOfServicesByOtherOrgs00
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IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
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IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
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IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
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IRS990ScheduleR/SharingOfPaidEmployees00
IRS990/School00
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IRS990/StateLegalDomicile0NH
IRS990/SubjectToProxyTax00
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IRS990/TheBooksAreInCareOf/TelephoneNumber06037736490
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IRS990/TotalRevenue/ExclusionAmount0103399
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IRS990/TotalRevenue/RelatedOrExemptFunctionIncome05619
IRS990/TotalRevenue/TotalRevenueColumn0109018
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation02004
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0204391011
ReturnHeader/Filer/Name/BusinessNameLine10UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUST
ReturnHeader/Filer/NameControl0UNIT
ReturnHeader/Filer/Phone06037736400
ReturnHeader/Filer/USAddress/AddressLine106 LIBERTY LANE
ReturnHeader/Filer/USAddress/City0HAMPTON
ReturnHeader/Filer/USAddress/State0NH
ReturnHeader/Filer/USAddress/ZIPCode0038421720
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-11-08
ReturnHeader/Officer/Name0GEORGE LONG
ReturnHeader/Officer/Phone06037736400
ReturnHeader/Officer/Title0VICE PRESIDENT
ReturnHeader/PreparerFirm/EIN0420714325
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MCGLADREY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1080 CITY SQUARE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BOSTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0021293742
ReturnHeader/Preparer/Name0LYNNE JOHNSON
ReturnHeader/Preparer/Phone06179129000
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-08T15:24:04-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.1$0.00$24.1$3.35$1.31$2.05
2023Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$3.98$1.51$2.47
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.6$0.00$19.6$8.63$1.73$6.90
2021Detailed filing. Detailed filing data is available for this year.$12.7$0.01$12.7$7.79$1.35$6.44
2020Detailed filing. Detailed filing data is available for this year.$6.31$0.08$6.23$2.71$1.26$1.45
2019Detailed filing. Detailed filing data is available for this year.$4.91$0.13$4.79$2.45$1.32$1.14
2018Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$1.62$1.29$0.32
2017Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$1.81$1.26$0.55
2016Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$1.60$1.41$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$1.57$1.30$0.27
2014Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$1.44$1.23$0.21
2013Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$2.22$0.95$1.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.07$0.79$1.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.04$0.91$0.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.02$1.61$0.75