Civic Intelligence

Unitil Union Voluntary Employee Benefit Trust

990 • Fiscal year 2019 • EIN 20-4391011

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization ProfileNA

Refreshing map…

6 Liberty Lane WestHampton, NH 03842-1720

(603) 773-6483

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.03x

Higher debt load relative to assets than 53% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.05x

Higher debt load relative to revenue than 56% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

69th percentile

$51,475

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Asset Growth

90th percentile

35%

Faster asset growth than 90% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

52%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$4,913,684

Up $1,264,807 (+35%) from 2018

Net Assets

Up

$4,785,860

Up $1,136,983 (+31%) from 2018

Liabilities

Up

$127,824

Up $127,824 from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin88th percentile

Revenue

Up

$2,452,561

Up $834,248 (+52%) from 2018

Expenses

Up

$1,315,578

Up $20,647 (+1.6%) from 2018

Net Income

Up

$1,136,983

Up $813,601 (+252%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

2019

Assets$4,913,684
Liabilities$127,824
Net Assets$4,785,860
Open 2019 Filing

Operations Trend

Revenue Growth92nd percentile

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

2019

Revenue$2,452,561
Expenses$1,315,578
Net Income$1,136,983
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$6,273,051
Mission and Program Overview

Mission

To fund health and welfare benefit expenses

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,559,074$4,890,727▲ $1,331,653
Rtn Earn Endowment Incm Other Fnds$3,648,877$4,785,860▲ $1,136,983
Cash and Non-Interest-Bearing Accounts$86,470--
Total Assets$3,648,877$4,913,684▲ $1,264,807
Other Assets Total$3,333$22,957▲ $19,624
Liabilities
Other Liabilities-$118,072-
Accounts Payable and Accrued Expenses-$9,752-
Total Liabilities$0$127,824▲ $127,824
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,648,877$4,785,860▲ $1,136,983
Total Liabilities and Net Assets / Fund Balance$3,648,877$4,913,684▲ $1,264,807
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sei Private Trust CompanyInstitutionaPT$18,452$33,023$51,475
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,762,936
Investment Income
$504,283
Other Revenue
$185,342
Change in Net Assets
$1,136,983
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$84,745
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$1,230,833--$1,230,833
Fees for Services Management$56,718--$56,718
Fees for Service Investment Mgmnt Fees$16,550--$16,550
Fees for Services Accounting$9,575--$9,575
Fees for Services Other$1,902--$1,902
Total Functional Expenses$1,315,578$0$0$1,315,578
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
Due to Plan Sponsor$118,072
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 8A

“The 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 is governed by the single trustee, and we have responded accordingly, stating that the trust does not have contemporaneous documentation of meetings or actions undertaken during the year.”

Form 990, Page 6, Part VI, Line 8B

“The 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 is governed by the single trustee, and we have responded accordingly, stating that the trust does not have contemporaneous documentation of meetings or actions undertaken during the year.”

Form 990, Page 6, Part VI, Line 11B

“The 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 is governed by the single trustee, 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 trustee for review before the return is signed and submitted for filing.”

Form 990, Page 6, Part VI, Line 19

“This is an 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 public.”

Filing and Contact Details

Filer

Filer Name
Unitil Union Voluntary Employee
EIN
20-4391011
Phone
6037736483
Address
6 LIBERTY LANE WEST, HAMPTON, NH 03842-1720

Signing Officer

Name
Robert Hevert
Title
CFO/treasurer
Phone
6037736492
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Hevert
Formed
2004
Legal Domicile
Nh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Caron & Bletzer Ts Pllc
Address
1 LIBRARY LANE, KINGSTON, NH 03848
Preparer
Catherine E Caron CPA
Phone
6036588002
Raw XML Appendix284 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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 IS GOVERNED BY THE SINGLE TRUSTEE, AND WE HAVE RESPONDED ACCORDINGLY, STATING THAT THE TRUST DOES NOT HAVE CONTEMPORANEOUS DOCUMENTATION OF MEETINGS OR ACTIONS UNDERTAKEN DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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 IS GOVERNED BY THE SINGLE TRUSTEE, AND WE HAVE RESPONDED ACCORDINGLY, STATING THAT THE TRUST DOES NOT HAVE CONTEMPORANEOUS DOCUMENTATION OF MEETINGS OR ACTIONS UNDERTAKEN DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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 IS GOVERNED BY THE SINGLE TRUSTEE, 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 TRUSTEE FOR REVIEW BEFORE THE RETURN IS SIGNED AND SUBMITTED FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS IS AN 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 PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITIL UNION VOLUNTARY EMPLOYEE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0204391011
ReturnHeader/Filer/PhoneNum06037736483
ReturnHeader/Filer/USAddress/AddressLine1Txt06 LIBERTY LANE WEST
ReturnHeader/Filer/USAddress/CityNm0HAMPTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd0038421720
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C84B14A25F384BA91F58C52E617D7084308625C7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId037D778553CC7871F0AFBE7F8416D649B0866B805
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:12:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472722581
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARON & BLETZER TS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 LIBRARY LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KINGSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003848
ReturnHeader/PreparerPersonGrp/PhoneNum06036588002
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE E CARON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-16T09:12:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,913,684
Liabilities
$127,824
Net assets
$4,785,860
Revenue
$2,452,561
Expenses
$1,315,578
Net income
$1,136,983
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