Civic Intelligence

United Water Resources Non-Bargained Retiree Med & Life Trust

990 • Fiscal year 2013 • EIN 22-3377259

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

Organization ProfileN/A
200 Old Hook RoadSuite07640

(201) 767-9300

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

22nd percentile

0.00x

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

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Asset Growth

94th percentile

44%

Faster asset growth than 94% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

91st percentile

44%

Faster revenue growth than 91% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$20,015,051

Up $6,107,430 (+44%) from 2012

Net Assets

Up

$20,015,051

Up $6,107,430 (+44%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin91st percentile

Revenue

$6,086,857

No earlier filing loaded for comparison.

Expenses

Down

$2,296,088

Down $446,685 (-16%) from 2012

Net Income

$3,790,769

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$30M$20M$10M$0Assets 2010: $3,663,631Liabilities 2010: $0Net Assets 2010: $3,663,6312010Assets 2011: $12,340,801Liabilities 2011: $0Net Assets 2011: $12,340,8012011Assets 2012: $13,907,621Liabilities 2012: $0Net Assets 2012: $13,907,6212012Assets 2013: $20,015,051Liabilities 2013: $0Net Assets 2013: $20,015,0512013Assets 2014: $21,836,626Liabilities 2014: $0Net Assets 2014: $21,836,6262014Assets 2015: $20,548,915Liabilities 2015: $0Net Assets 2015: $20,548,9152015Assets 2018: $16,617,339Liabilities 2018: $0Net Assets 2018: $16,617,3392018Assets 2019: $15,656,206Liabilities 2019: $2,630Net Assets 2019: $15,653,5762019Assets 2020: $16,401,114Liabilities 2020: $1,000Net Assets 2020: $16,400,1142020Assets 2021: $16,853,440Liabilities 2021: $0Net Assets 2021: $16,853,4402021Assets 2022: $12,396,582Liabilities 2022: $0Net Assets 2022: $12,396,5822022Assets 2023: $12,424,880Liabilities 2023: $0Net Assets 2023: $12,424,8802023Assets 2024: $12,334,914Liabilities 2024: $0Net Assets 2024: $12,334,9142024

Highlighted filing

2013

Assets$20,015,051
Liabilities$0
Net Assets$20,015,051
Open 2013 Filing

Operations Trend

Revenue Growth91st percentile

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

$10M$5.0M$0-$5.0MRevenue 2010: $1,168,503Expenses 2010: $779,266Net Income 2010: $389,2372010Revenue 2011: $2,935,314Expenses 2011: $2,159,027Net Income 2011: $776,2872011Expenses 2012: $2,742,7732012Revenue 2013: $6,086,857Expenses 2013: $2,296,088Net Income 2013: $3,790,7692013Revenue 2014: $3,634,842Expenses 2014: $2,394,769Net Income 2014: $1,240,0732014Revenue 2015: $2,387,942Expenses 2015: $3,675,653Net Income 2015: -$1,287,7112015Revenue 2018: $1,078,138Expenses 2018: $2,872,795Net Income 2018: -$1,794,6572018Revenue 2019: $1,026,249Expenses 2019: $3,848,660Net Income 2019: -$2,822,4112019Revenue 2020: $2,184,275Expenses 2020: $1,437,735Net Income 2020: $746,5402020Revenue 2021: $1,840,870Expenses 2021: $2,511,449Net Income 2021: -$670,5792021Revenue 2022: $744,091Expenses 2022: $1,926,037Net Income 2022: -$1,181,9462022Revenue 2023: $2,565,011Expenses 2023: $3,502,278Net Income 2023: -$937,2672023Revenue 2024: $545,750Expenses 2024: $1,665,991Net Income 2024: -$1,120,2412024

Highlighted filing

2013

Revenue$6,086,857
Expenses$2,296,088
Net Income$3,790,769
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 14, 2014
Return Version
2013v3.1
Gross Receipts
$6,086,857
Mission and Program Overview

Mission

A tax exempt voluntary employees' beneficiary association ("VEBA") to fund contributions in connection with certain sickness, accident, life, disability or other welfare benefits.

Provide funding for medical benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,907,621$20,015,051▲ $6,107,430
Cap Stk Tr Prin Current Funds$13,907,621$20,015,051▲ $6,107,430
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$13,907,621$20,015,051▲ $6,107,430
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,907,621$20,015,051▲ $6,107,430
Total Liabilities and Net Assets / Fund Balance$13,907,621$20,015,051▲ $6,107,430
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
NoneOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,732,462
Program Service Revenue
$0
Investment Income
$354,395
Other Revenue
$0
All Other Contributions
$5,732,462
Change in Net Assets
$3,790,769
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$108,616
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$2,187,472--$2,187,472
Other Expenses-$77,696-$77,696
Fees for Service Investment Mgmnt Fees-$30,920-$30,920
Total Functional Expenses$2,187,472$108,616$0$2,296,088
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
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

Part VI Section B. Policies, Line 11B.

“The Form 990 is prepared in house by the tax department. There is a preliminary review by the Director of Domestic Tax and then a secondary review by the Director of Tax Compliance. Human Resources is consulted in the preparation of this return.”

Part VI Section B. Polices Line 12C.

“The company consistently monitors and enforces compliance with the official "conflict of interest" policy by Auditing. Both internal audit and external audit.”

Part VI Section C. Disclosure, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon written request.”

Filing and Contact Details

Filer

EIN
22-3377259
In Care Of
% PATRICIA DERRICO
Phone
2017679300

Signing Officer

Name
Patricia Derrico
Title
Director - Tax
Signed
2014-05-14

Organization Details

Principal Officer
Patricia Derrico
Voting Board Members
1
Independent Board Members
1
Employees
0
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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 Form 990 is prepared in house by the tax department. There is a preliminary review by the Director of Domestic Tax and then a secondary review by the Director of Tax Compliance. Human Resources is consulted in the preparation of this return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The company consistently monitors and enforces compliance with the official "conflict of interest" policy by Auditing. Both internal audit and external audit.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon written request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Section B. Policies, Line 11b.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Section C. Disclosure, Line 19
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt013907621
IRS990/TotalAssetsEOYAmt020015051
IRS990/TotalAssetsGrp/BOYAmt013907621
IRS990/TotalAssetsGrp/EOYAmt020015051
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05732462
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0108616
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02187472
IRS990/TotalFunctionalExpensesGrp/TotalAmt02296088
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013907621
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt020015051
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02187472
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0354395
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06086857
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013907621
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt020015051
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Patricia Derrico
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director - Tax
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10United Water Resources Non-Bargained Retiree
ReturnHeader/Filer/BusinessName/BusinessNameLine20Med & Life Trust
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0223377259
ReturnHeader/Filer/InCareOfNm0% PATRICIA DERRICO
ReturnHeader/Filer/PhoneNum02017679300
ReturnHeader/Filer/USAddress/AddressLine10200 Old Hook Road
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0Harrington Park
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode007640
ReturnHeader/ReturnTs02014-05-15T09:58:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,015,051
Liabilities
$0
Net assets
$20,015,051
Revenue
$6,086,857
Expenses
$2,296,088
Net income
$3,790,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.55$1.67$1.12
2023Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$2.57$3.50$0.94
2022Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.74$1.93$1.18
2021Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$1.84$2.51$0.67
2020Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$2.18$1.44$0.75
2019Summary only. Only limited summary data is available for this year.$15.7$0.00$15.7$1.03$3.85$2.82
2018Summary only. Only limited summary data is available for this year.$16.6$0.00$16.6$1.08$2.87$1.79
2015Summary only. Only limited summary data is available for this year.$20.5$0.00$20.5$2.39$3.68$1.29
2014Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$3.63$2.39$1.24
2013Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$6.09$2.30$3.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$0.00$13.9$2.74
2011Summary only. Only limited summary data is available for this year.$12.3$0.00$12.3$2.94$2.16$0.78
2010Summary only. Only limited summary data is available for this year.$3.66$0.00$3.66$1.17$0.78$0.39
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)9 • $10M-$25M nonprofits