Civic Intelligence

Unitarian Universalist Association

EIN 20-8079417 • 501(c)9 • Boston, MA

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Profile

The purpose of the trust is to fund a self-funded health insurance plan for the staffs of unitarian universalist congregations, the uua headquarters and field staffs, and other eligible persons.

25 Beacon StreetBoston, MA 02108

n/A

Siviq Scores

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

Liabilities / Assets

71st percentile

0.13x

Higher debt load relative to assets than 71% of similar nonprofits.

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

Liabilities / Revenue

59th percentile

0.04x

Higher debt load relative to revenue than 59% of similar nonprofits.

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

Net Margin

57th percentile

8.7%

Higher net margin than 57% of similar nonprofits.

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

Top Officer Pay

85th percentile

$230,037

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

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

Asset Growth

96th percentile

49%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

72nd percentile

16%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$3,978,811

Down $678,402 (-15%) from 2022

Liabilities

Down

$603,813

Down $292,506 (-33%) from 2022

Net Assets

Down

$3,374,998

Down $385,896 (-10%) from 2022

Operations
Liabilities / Revenue59th percentileNet Margin57th percentile

Revenue

Up

$15,775,398

Up $104,340 (+0.7%) from 2022

Expenses

Down

$16,222,689

Down $529,297 (-3.2%) from 2022

Net Income

Up

-$447,291

Up $633,637 (+59%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,415,411Liabilities 2010: $292,194Net Assets 2010: $3,123,2172010Assets 2011: $5,815,070Liabilities 2011: $674,267Net Assets 2011: $5,140,8032011Assets 2012: $5,937,621Liabilities 2012: $615,890Net Assets 2012: $5,321,7312012Assets 2013: $5,192,491Liabilities 2013: $299,037Net Assets 2013: $4,893,4542013Assets 2014: $5,512,168Liabilities 2014: $620,012Net Assets 2014: $4,892,1562014Assets 2015: $4,801,553Liabilities 2015: $246,941Net Assets 2015: $4,554,6122015Assets 2016: $4,890,813Liabilities 2016: $1,053,216Net Assets 2016: $3,837,5972016Assets 2017: $6,292,967Liabilities 2017: $338,433Net Assets 2017: $5,954,5342017Assets 2018: $7,544,026Liabilities 2018: $162,418Net Assets 2018: $7,381,6082018Assets 2019: $7,768,143Liabilities 2019: $222,492Net Assets 2019: $7,545,6512019Assets 2020: $7,414,753Liabilities 2020: $568,053Net Assets 2020: $6,846,7002020Assets 2021: $5,887,062Liabilities 2021: $535,610Net Assets 2021: $5,351,4522021Assets 2022: $4,657,213Liabilities 2022: $896,319Net Assets 2022: $3,760,8942022Assets 2023: $3,978,811Liabilities 2023: $603,813Net Assets 2023: $3,374,9982023

Highlighted filing

2023

Assets$3,978,811
Liabilities$603,813
Net Assets$3,374,998
Open 2023 Filing

Operations Trend

Revenue Growth72nd percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,386,8472010Expenses 2011: $5,907,8952011Expenses 2012: $8,405,7452012Expenses 2013: $9,572,8762013Revenue 2014: $9,809,922Expenses 2014: $9,804,842Net Income 2014: $5,0802014Revenue 2015: $10,269,502Expenses 2015: $10,589,934Net Income 2015: -$320,4322015Revenue 2016: $10,756,477Expenses 2016: $11,501,545Net Income 2016: -$745,0682016Revenue 2017: $11,078,826Expenses 2017: $9,030,523Net Income 2017: $2,048,3032017Revenue 2018: $11,642,472Expenses 2018: $10,202,435Net Income 2018: $1,440,0372018Revenue 2019: $12,108,612Expenses 2019: $12,225,202Net Income 2019: -$116,5902019Revenue 2020: $13,064,832Expenses 2020: $13,935,389Net Income 2020: -$870,5572020Revenue 2021: $13,746,018Expenses 2021: $15,695,921Net Income 2021: -$1,949,9032021Revenue 2022: $15,671,058Expenses 2022: $16,751,986Net Income 2022: -$1,080,9282022Revenue 2023: $15,775,398Expenses 2023: $16,222,689Net Income 2023: -$447,2912023

Highlighted filing

2023

Revenue$15,775,398
Expenses$16,222,689
Net Income-$447,291
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$3,978,811
Liabilities
$603,813
Net assets
$3,374,998
Revenue
$15,775,398
Expenses
$16,222,689
Net income
-$447,291
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.98$0.60$3.37$15.8$16.2$0.45
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.90$3.76$15.7$16.8$1.08
2021Summary only. Only limited summary data is available for this year.$5.89$0.54$5.35$13.7$15.7$1.95
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.41$0.57$6.85$13.1$13.9$0.87
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.77$0.22$7.55$12.1$12.2$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.54$0.16$7.38$11.6$10.2$1.44
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.29$0.34$5.95$11.1$9.03$2.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.89$1.05$3.84$10.8$11.5$0.75
2015Detailed filing. Detailed filing data is available for this year.$4.80$0.25$4.55$10.3$10.6$0.32
2014Detailed filing. Detailed filing data is available for this year.$5.51$0.62$4.89$9.81$9.80$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.19$0.30$4.89$9.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.94$0.62$5.32$8.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.82$0.67$5.14$5.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.29$3.12$6.39
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 13, 2018
Return Version
2016v3.0
Gross Receipts
$11,078,826
Mission and Program Overview

Mission

The purpose of the trust is to fund a self-funded health insurance plan for the staffs of unitarian universalist congregations, the uua headquarters and field staffs, and other eligible persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,480,296$2,237,991▼ $242,305
Cash and Non-Interest-Bearing Accounts$1,358,836$1,652,793▲ $293,957
Investments in Publicly Traded Securities$712,165$1,452,341▲ $740,176
Savings and Temporary Cash Investments$57,754$665,231▲ $607,477
Prepaid Expenses and Deferred Charges$185,500$185,500→ $0
Accounts Receivable$96,262$99,111▲ $2,849
Total Assets$4,890,813$6,292,967▲ $1,402,154
Liabilities
Accounts Payable and Accrued Expenses$889,305$296,848▼ $592,457
Other Liabilities$163,911$41,585▼ $122,326
Total Liabilities$1,053,216$338,433▼ $714,783
Net Assets / Fund Balance
Unrestricted Net Assets$3,837,597$5,954,534▲ $2,116,937
Total Net Assets Fund Balance$3,837,597$5,954,534▲ $2,116,937
Total Liabilities and Net Assets / Fund Balance$4,890,813$6,292,967▲ $1,402,154

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,176,503--
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Barbara JohnsonTrustee
Jan SammonsTrustee
John VogtTrustee
Suzyn Smith-webbTrustee
Thomas LoughreyTrustee
Timothy BrennanTreasurer, CFO, Plan Administrator
Lucia SantiniUua Financial Advisor
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,013,083
Investment Income
$65,743
Other Revenue
$0
Change in Net Assets
$2,048,303

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,078,826
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$68,634
Total Revenue per Audited Statements
$11,147,460
Total Revenue per Form 990
$11,078,826
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$972,297
Salaries, Compensation, and Employee Benefits$224,938
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$7,833,288
Other Salaries and Wages---$170,684
Other Employee Benefits---$54,254
Fees for Services Other---$44,000
Fees for Services Accounting---$43,500
All Other Expenses---$41,861
Advertising---$32,592
Occupancy---$24,371
Conferences and Meetings---$9,547
Travel---$7,372
Office Expenses---$6,016
Insurance---$3,298
Fees for Services Legal---$1,875
Other Expenses---$1,850
Total Functional Expenses$0$0$0$9,030,523

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,030,523
Total Expenses per Audited Statements$9,030,523
Total Expenses per Form 990$9,030,523
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
Prepaid Contributions$41,585
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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

“Form 990 is provided to all trustees before filing and is reviewed in comparison with the audited financial statements to ensure that there are no omissions or misstatements of material facts.”

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

“Yearly review is conducted including a sign off on the policy. All officers and trustees are informed of the policy. Any possible conflicts are disclosed to the the moderator. Each officer and trustee shall annually acknowledge receipt of the policy and disclose any involvements with individuals, organizations, or vendors that might cause, or might reasonably be seen as being likely to cause, a conflict. If an interested person discloses a possible conflict of interest to the moderator, or if the moderator becomes aware that a possible conflict of interest exists concerning an officer or a trustee, the matter shall be referred to the unitarian universalist association's board of trustees or its executive committee for action within 30 days. The board or its executive committee shall determine if a material conflict of interest exists. Prior to the determination, the moderator shall present information concerning the possible conflict of interest. The interested person shall be given the opportunity to make a statement, either in person or in writing. The deliberations of the board or its executive committee may be held in executive session. The interested person may not be present during such deliberations. If the board or its executive committee determines that a material conflict of interest exists, it shall then determine whether the proposed transaction is just, fair, and reasonable in the light of the disclosures. In making its decision, the board or its executive committee shall determine whether the organization can obtain with reasonable efforts an equally advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, form 990, and financial statements are available to the public inspection upon request for the same period of disclosure as set forth in section 6104(d). In addition, the form 990 is available on the guidestar website.”

Filing and Contact Details

Filer

Filer Name
Unitarian Universalist Association
EIN
20-8079417
Phone
6179484305
Address
25 BEACON STREET, BOSTON, MA 02108

Signing Officer

Name
Timothy Brennan
Title
Trustee
Phone
6179484305
Signed
2018-04-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy Brennan
Formed
2006
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Rsm US Llp
Address
80 CITY SQUARE, BOSTON, MA 02129-3742
Preparer
Lynne Johnson
Phone
6179129000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan. The plan sponsor 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 plan years before june 30, 2014.”

Raw XML Appendix394 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0889305
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0296848
IRS990/AccountsReceivableGrp/BOYAmt096262
IRS990/AccountsReceivableGrp/EOYAmt099111
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PURPOSE OF THE TRUST IS TO FUND A SELF-FUNDED HEALTH INSURANCE PLAN FOR THE STAFFS OF UNITARIAN UNIVERSALIST CONGREGATIONS, THE UUA HEADQUARTERS AND FIELD STAFFS, AND OTHER ELIGIBLE PERSONS.
IRS990/AdvertisingGrp/TotalAmt032592
IRS990/AllOtherExpensesGrp/TotalAmt041861
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt07833288
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0UNITARIAN UNIVERSALIST ASSOCIATION
IRS990/BooksInCareOfDetail/PhoneNum06179484305
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt025 BEACON STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002108
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01358836
IRS990/CashNonInterestBearingGrp/EOYAmt01652793
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt09547
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt07833288
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt065743
IRS990/CYOtherExpensesAmt0972297
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt011013083
IRS990/CYRevenuesLessExpensesAmt02048303
IRS990/CYSalariesCompEmpBnftPaidAmt0224938
IRS990/CYTotalExpensesAmt09030523
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt011078826
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE UNITARIAN UNIVERSALIST ASSOCIATION EMPLOYEE BENEFITS TRUST (THE "TRUST") WAS ESTABLISHED BY THE UNITARIAN UNIVERSALIST ASSOCIATION (UUA) BOARD OF DIRECTORS ON OCTOBER 22, 2006, AND BECAME EFFECTIVE ON JANUARY 1, 2007. THE PURPOSE OF THE TRUST IS TO FUND A SELF-FUNDED HEALTH INSURANCE PLAN FOR THE STAFFS OF UNITARIAN UNIVERSALIST CONGREGATIONS, THE UUA HEADQUARTERS AND FIELD STAFFS, AND OTHER ELIGIBLE PERSONS. THE TRUST ESTABLISHED THE UNITARIAN UNIVERSALIST ORGANIZATION HEALTH PLAN TO PROVIDE MEDICAL AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE EMPLOYEES AND ELIGIBLE RETIREES (AND THEIR ELIGIBLE DEPENDENTS) OF EMPLOYERS AND INDIVIDUALS WHO SUBSCRIBE TO THE PLAN AND TRUST. SUBSCRIBING EMPLOYERS INCLUDE CONGREGATIONS AND OTHER ENTITIES AFFILIATED WITH THE UUA. SUBSCRIBING INDIVIDUALS INCLUDE SELF-EMPLOYED UNITARIAN UNIVERSALIST COMMUNITY MINISTERS AND UNITARIAN UNIVERSALIST COMMUNITY MINISTERS WORKING IN A MINISTERIAL CAPACITY FOR AN EMPLOYER THAT DOES NOT OFFER A HEALTH INSURANCE PLAN.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt043500
IRS990/FeesForServicesLegalGrp/TotalAmt01875
IRS990/FeesForServicesOtherGrp/TotalAmt044000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt037155
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0TIMOTHY BRENNAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JAN SAMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm2BARBARA JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm3THOMAS LOUGHREY
IRS990/Form990PartVIISectionAGrp/PersonNm4LUCIA SANTINI
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN VOGT
IRS990/Form990PartVIISectionAGrp/PersonNm6SUZYN SMITH-WEBB
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER, CFO, PLAN ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UUA FINANCIAL ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FSAuditedInd01
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt03298
IRS990/InvestmentIncomeGrp/ExclusionAmt065743
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt065743
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02480296
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02237991
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0712165
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE TRUST IS TO FUND A SELF-FUNDED HEALTH INSURANCE PLAN FOR THE STAFFS OF UNITARIAN UNIVERSALIST CONGREGATIONS, THE UUA HEADQUARTERS AND FIELD STAFFS, AND OTHER ELIGIBLE PERSONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03837597
IRS990/NetAssetsOrFundBalancesEOYAmt05954534
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt068634
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt024371
IRS990/OfficeExpensesGrp/TotalAmt06016
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt054254
IRS990/OtherExpensesGrp/Desc0PLAN ADMINISTRATION FEE
IRS990/OtherExpensesGrp/Desc1STOP LOSS INSURANCE
IRS990/OtherExpensesGrp/Desc2OVERHEAD ALLOCATION
IRS990/OtherExpensesGrp/Desc3DUES - CHURCH BENEFITS
IRS990/OtherExpensesGrp/TotalAmt0468135
IRS990/OtherExpensesGrp/TotalAmt1236575
IRS990/OtherExpensesGrp/TotalAmt251305
IRS990/OtherExpensesGrp/TotalAmt31850
IRS990/OtherLiabilitiesGrp/BOYAmt0163911
IRS990/OtherLiabilitiesGrp/EOYAmt041585
IRS990/OtherSalariesAndWagesGrp/TotalAmt0170684
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0185500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0185500
IRS990/PrincipalOfficerNm0TIMOTHY BRENNAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011013083
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011013083
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt010328764
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt077832
IRS990/PYOtherExpensesAmt0940865
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt010678645
IRS990/PYRevenuesLessExpensesAmt0-745068
IRS990/PYSalariesCompEmpBnftPaidAmt0231916
IRS990/PYTotalExpensesAmt011501545
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010756477
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02048303
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt057754
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0665231
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt09030523
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt068634
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt041585
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID CONTRIBUTIONS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0631160
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1430328
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21176503
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1GOVERNMENTAL AGENCY SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CORPORATE BONDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt068634
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt011078826
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN. THE PLAN SPONSOR 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 PLAN YEARS BEFORE JUNE 30, 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02237991
IRS990ScheduleD/TotalExpensesPerForm990Amt09030523
IRS990ScheduleD/TotalLiabilityAmt041585
IRS990ScheduleD/TotalRevenuePerForm990Amt011078826
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011147460
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09030523
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0162724
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt018444
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt018711
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TIMOTHY BRENNAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TREASURER, CFO, PLAN ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0199879
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PROVIDED TO ALL TRUSTEES BEFORE FILING AND IS REVIEWED IN COMPARISON WITH THE AUDITED FINANCIAL STATEMENTS TO ENSURE THAT THERE ARE NO OMISSIONS OR MISSTATEMENTS OF MATERIAL FACTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YEARLY REVIEW IS CONDUCTED INCLUDING A SIGN OFF ON THE POLICY. ALL OFFICERS AND TRUSTEES ARE INFORMED OF THE POLICY. ANY POSSIBLE CONFLICTS ARE DISCLOSED TO THE THE MODERATOR. EACH OFFICER AND TRUSTEE SHALL ANNUALLY ACKNOWLEDGE RECEIPT OF THE POLICY AND DISCLOSE ANY INVOLVEMENTS WITH INDIVIDUALS, ORGANIZATIONS, OR VENDORS THAT MIGHT CAUSE, OR MIGHT REASONABLY BE SEEN AS BEING LIKELY TO CAUSE, A CONFLICT. IF AN INTERESTED PERSON DISCLOSES A POSSIBLE CONFLICT OF INTEREST TO THE MODERATOR, OR IF THE MODERATOR BECOMES AWARE THAT A POSSIBLE CONFLICT OF INTEREST EXISTS CONCERNING AN OFFICER OR A TRUSTEE, THE MATTER SHALL BE REFERRED TO THE UNITARIAN UNIVERSALIST ASSOCIATION'S BOARD OF TRUSTEES OR ITS EXECUTIVE COMMITTEE FOR ACTION WITHIN 30 DAYS. THE BOARD OR ITS EXECUTIVE COMMITTEE SHALL DETERMINE IF A MATERIAL CONFLICT OF INTEREST EXISTS. PRIOR TO THE DETERMINATION, THE MODERATOR SHALL PRESENT INFORMATION CONCERNING THE POSSIBLE CONFLICT OF INTEREST. THE INTERESTED PERSON SHALL BE GIVEN THE OPPORTUNITY TO MAKE A STATEMENT, EITHER IN PERSON OR IN WRITING. THE DELIBERATIONS OF THE BOARD OR ITS EXECUTIVE COMMITTEE MAY BE HELD IN EXECUTIVE SESSION. THE INTERESTED PERSON MAY NOT BE PRESENT DURING SUCH DELIBERATIONS. IF THE BOARD OR ITS EXECUTIVE COMMITTEE DETERMINES THAT A MATERIAL CONFLICT OF INTEREST EXISTS, IT SHALL THEN DETERMINE WHETHER THE PROPOSED TRANSACTION IS JUST, FAIR, AND REASONABLE IN THE LIGHT OF THE DISCLOSURES. IN MAKING ITS DECISION, THE BOARD OR ITS EXECUTIVE COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS AN EQUALLY ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC INSPECTION UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 IS AVAILABLE ON THE GUIDESTAR WEBSITE.
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 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITARIAN UNIVERSALIST ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ASSOCIATION OF RELIGIOUS ORGANIZATIONS.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt025 BEACON STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BOSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002108
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04890813
IRS990/TotalAssetsEOYAmt06292967
IRS990/TotalAssetsGrp/BOYAmt04890813
IRS990/TotalAssetsGrp/EOYAmt06292967
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt09030523
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01053216
IRS990/TotalLiabilitiesEOYAmt0338433
IRS990/TotalLiabilitiesGrp/BOYAmt01053216
IRS990/TotalLiabilitiesGrp/EOYAmt0338433
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03837597
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05954534
IRS990/TotalOtherCompensationAmt037155
IRS990/TotalProgramServiceRevenueAmt011013083
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt065743
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011013083
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt011078826
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04890813
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06292967
IRS990/TotReportableCompRltdOrgAmt0162724
IRS990/TravelGrp/TotalAmt07372
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03837597
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05954534
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt025 BEACON STREET
IRS990/USAddress/CityNm0BOSTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002108
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY BRENNAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179484305
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITARIAN UNIVERSALIST ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEE BENEFITS TRUST - VEBA
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0208079417
ReturnHeader/Filer/PhoneNum06179484305
ReturnHeader/Filer/USAddress/AddressLine1Txt025 BEACON STREET
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002108
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0797C4527DD8FA635CA18458D5F36AC81F3168434
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03EC94109562373352E9E98DBECBB638387A64460
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.132.189
ReturnHeader/FilingSecurityInformation/IPDt02018-04-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:19:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 CITY SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021293742
ReturnHeader/PreparerPersonGrp/PhoneNum06179129000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNNE JOHNSON
ReturnHeader/ReturnTs02018-04-13T11:04:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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