Civic Intelligence

Unitil Union Voluntary Employee Benefit Trust

990 • Fiscal year 2023 • EIN 20-4391011

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

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

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

64th percentile

$75,724

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Asset Growth

69th percentile

13%

Faster asset growth than 69% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-54%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$22,042,076

Up $2,474,414 (+13%) from 2022

Net Assets

Up

$22,042,076

Up $2,474,414 (+13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin94th percentile

Revenue

Down

$3,984,652

Down $4,645,635 (-54%) from 2022

Expenses

Down

$1,510,238

Down $221,141 (-13%) from 2022

Net Income

Down

$2,474,414

Down $4,424,494 (-64%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2023

Assets$22,042,076
Liabilities$0
Net Assets$22,042,076
Open 2023 Filing

Operations Trend

Revenue Growth3rd 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

2023

Revenue$3,984,652
Expenses$1,510,238
Net Income$2,474,414
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.0
Gross Receipts
$7,842,988
Mission and Program Overview

Mission

To fund health and welfare benefit expenses

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$19,567,662$22,042,076▲ $2,474,414
Investments in Publicly Traded Securities$19,553,770$22,013,657▲ $2,459,887
Total Assets$19,567,662$22,042,076▲ $2,474,414
Other Assets Total$13,892$28,419▲ $14,527
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,567,662$22,042,076▲ $2,474,414
Total Liabilities and Net Assets / Fund Balance$19,567,662$22,042,076▲ $2,474,414
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sei Private Trust CompanyInstitutionaPT$54,752$20,972$75,724
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$956,717
Investment Income
$1,470,539
Other Revenue
$1,557,396
Change in Net Assets
$2,474,414
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$87,382
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$1,422,856--$1,422,856
Fees for Service Investment Mgmnt Fees$49,240--$49,240
Fees for Services Accounting$19,245--$19,245
Fees for Services Management$13,386--$13,386
Fees for Services Other$5,511--$5,511
Total Functional Expenses$1,510,238$0$0$1,510,238
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
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 meeting 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 action 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
Daniel Hurstak
Title
CFO/treasurer
Phone
6037720775
Signed
2024-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Hurstak
Formed
2004
Legal Domicile
Nh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Caron & Bletzer Ts Pllc
Address
BOX 969, KINGSTON, NH 03848
Preparer
Catherine E Caron CPA
Phone
6036588002
Raw XML Appendix272 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO FUND HEALTH AND WELFARE BENEFIT EXPENSES
IRS990/BenefitsToMembersGrp/ProgramServicesAmt01422856
IRS990/BenefitsToMembersGrp/TotalAmt01422856
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DANIEL HURSTAK
IRS990/BooksInCareOfDetail/PhoneNum06037720775
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06 LIBERTY LANE WEST
IRS990/BooksInCareOfDetail/USAddress/CityNm0HAMPTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0038421720
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt01422856
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01470539
IRS990/CYOtherExpensesAmt087382
IRS990/CYOtherRevenueAmt01557396
IRS990/CYProgramServiceRevenueAmt0956717
IRS990/CYRevenuesLessExpensesAmt02474414
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01510238
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03984652
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PAYMENT OF HEALTH AND WELFARE BENEFIT EXPENSES FOR UNITIL RETIREES, AS PERMITTED UNDER IRC SECTION 501(C)(9)
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt01510238
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt019245
IRS990/FeesForServicesAccountingGrp/TotalAmt019245
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt013386
IRS990/FeesForServicesManagementGrp/TotalAmt013386
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt05511
IRS990/FeesForServicesOtherGrp/TotalAmt05511
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt049240
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt049240
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0SEI PRIVATE TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt054752
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt020972
IRS990/Form990PartVIISectionAGrp/TitleTxt0INSTITUTIONA
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0882662
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04740998
IRS990/GrossReceiptsAmt07842988
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0587877
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0587877
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt019553770
IRS990/InvestmentsPubTradedSecGrp/EOYAmt022013657
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03858336
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0TO FUND HEALTH AND WELFARE BENEFIT EXPENSES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt019567662
IRS990/NetAssetsOrFundBalancesEOYAmt022042076
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0882662
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0882662
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt013892
IRS990/OtherAssetsTotalGrp/EOYAmt028419
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0NET APPRECIATION IN FAIR VALU
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01557396
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01557396
IRS990/OtherRevenueTotalAmt01557396
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DANIEL HURSTAK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0PLAN CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0956717
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0956717
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt01609801
IRS990/PYInvestmentIncomeAmt0658856
IRS990/PYOtherExpensesAmt0121578
IRS990/PYOtherRevenueAmt0-2526613
IRS990/PYProgramServiceRevenueAmt010498044
IRS990/PYRevenuesLessExpensesAmt06898908
IRS990/PYTotalExpensesAmt01731379
IRS990/PYTotalRevenueAmt08630287
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt02474414
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03984652
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt019567662
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt022042076
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 MEETING 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 ACTION 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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITIL NON-UNION VOLUNTARY EMPLOYEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0900241683
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FUND EXPEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06 LIBERTY LANE WEST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HAMPTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0038421720
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt019567662
IRS990/TotalAssetsEOYAmt022042076
IRS990/TotalAssetsGrp/BOYAmt019567662
IRS990/TotalAssetsGrp/EOYAmt022042076
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01510238
IRS990/TotalFunctionalExpensesGrp/TotalAmt01510238
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt019567662
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt022042076
IRS990/TotalProgramServiceExpensesAmt01510238
IRS990/TotalProgramServiceRevenueAmt0956717
IRS990/TotalReportableCompFromOrgAmt054752
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03984652
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03984652
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt019567662
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt022042076
IRS990/TotReportableCompRltdOrgAmt020972
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06 LIBERTY LANE WEST
IRS990/USAddress/CityNm0HAMPTON
IRS990/USAddress/StateAbbreviationCd0NH
IRS990/USAddress/ZIPCd0038421720
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL HURSTAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06037720775
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472722581
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARON & BLETZER TS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0BOX 969
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KINGSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003848
ReturnHeader/PreparerPersonGrp/PhoneNum06036588002
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE E CARON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-13T14:28:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,042,076
Liabilities
$0
Net assets
$22,042,076
Revenue
$3,984,652
Expenses
$1,510,238
Net income
$2,474,414
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