Civic Intelligence

United Water Resources Non-Bargained Retiree Med & Life Trust

990 • Fiscal year 2024 • EIN 22-3377259

Jan 01, 2024 to Dec 31, 2024 • Filed on May 13, 2025

Organization ProfileN/A
461 From Rd 400Paramus, NJ 07652-3526

(201) 767-9300

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

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

Liabilities / Revenue

27th percentile

0.00x

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

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

Net Margin

2nd percentile

-205%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

57th percentile

$9,288

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

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

Asset Growth

23rd percentile

-0.7%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

1st percentile

-79%

Faster revenue growth than 1% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$12,334,914

Down $89,966 (-0.7%) from 2023

Net Assets

Down

$12,334,914

Down $89,966 (-0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin2nd percentile

Revenue

Down

$545,750

Down $2,019,261 (-79%) from 2023

Expenses

Down

$1,665,991

Down $1,836,287 (-52%) from 2023

Net Income

Down

-$1,120,241

Down $182,974 (-20%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2024

Assets$12,334,914
Liabilities$0
Net Assets$12,334,914
Open 2024 Filing

Operations Trend

Revenue Growth1st 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

2024

Revenue$545,750
Expenses$1,665,991
Net Income-$1,120,241
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$3,531,177
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$12,424,880$12,334,914▼ $89,966
Investments in Publicly Traded Securities$10,313,541$12,194,847▲ $1,881,306
Cash and Non-Interest-Bearing Accounts$2,109,956$139,578▼ $1,970,378
Accounts Receivable$1,383$489▼ $894
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$12,424,880$12,334,914▼ $89,966
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,424,880$12,334,914▼ $89,966
Total Liabilities and Net Assets / Fund Balance$12,424,880$12,334,914▼ $89,966
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
-Trustee$9,288$9,288

Board Members and Trustees

NameTitle
Sandra SohlVice President
Roberto CruzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$140,216
Investment Income
$405,534
Other Revenue
$0
Change in Net Assets
$-1,120,241
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$398,538
Salaries, Compensation, and Employee Benefits$9,288
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,258,165
Fees for Services Other---$354,693
Fees for Service Investment Mgmnt Fees---$24,000
Fees for Services Accounting---$19,845
Current Officers, Directors, Trustees, and Key Employees---$9,288
Total Functional Expenses$0$0$0$1,665,991
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, Part VI, Section B, Line 11B

“Form 990 is prepared by a third-party public accounting firm and reviewed by the principal officer before filing.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Suez Water Resources Non-bargaining Medi
EIN
22-3377259
Phone
2017679300
Address
461 FROM RD 400, PARAMUS, NJ 07652-3526

Signing Officer

Name
Daniel Nemr
Title
Tax Director
Phone
2017679300
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roberto Cruz
Formed
2015
Legal Domicile
Nj
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Rsm US Llp
Address
919 EAST MAIN STREET SUITE 1800, RICHMOND, VA 23219
Preparer
Meredith Bell
Phone
8042822121
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Trust administration fees 354,693.”

Raw XML Appendix301 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/AccountsReceivableGrp/BOYAmt01383
IRS990/AccountsReceivableGrp/EOYAmt0489
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0A TAX EXEMPT EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) EXISTING TO FUND CONTRIBUTIONS IN CONNECTION WITH SICKNESS, ACCIDENT, LIFE, DISABILITY OR OTHER WELFARE BENEFITS.
IRS990/BenefitsToMembersGrp/TotalAmt01258165
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum02017679300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0461 FROM RD 400
IRS990/BooksInCareOfDetail/USAddress/CityNm0PARAMUS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0076523526
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/CashNonInterestBearingGrp/BOYAmt02109956
IRS990/CashNonInterestBearingGrp/EOYAmt0139578
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt09288
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01258165
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0405534
IRS990/CYOtherExpensesAmt0398538
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0140216
IRS990/CYRevenuesLessExpensesAmt0-1120241
IRS990/CYSalariesCompEmpBnftPaidAmt09288
IRS990/CYTotalExpensesAmt01665991
IRS990/CYTotalFundraisingExpenseAmt00
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0DISTRIBUTE FUNDS IN CONNECTION WITH EMPLOYEES' SICKNESS, ACCIDENT, LIFE, DISABILITY, OR OTHER WELFARE BENEFITS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
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IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt019845
IRS990/FeesForServicesOtherGrp/TotalAmt0354693
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt024000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
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IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0PRINCIPAL CUSTODY SOLUTIONS
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0SANDRA SOHL
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERTO CRUZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29288
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt083171
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03068598
IRS990/GrossReceiptsAmt03531177
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0322363
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0322363
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010313541
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012194847
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02985427
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A TAX EXEMPT EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) EXISTING TO FUND CONTRIBUTIONS IN CONNECTION WITH SICKNESS, ACCIDENT, LIFE, DISABILITY OR OTHER WELFARE BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt012424880
IRS990/NetAssetsOrFundBalancesEOYAmt012334914
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt083171
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt083171
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01030275
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERTO CRUZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0140216
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0140216
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03119729
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0682265
IRS990/PYOtherExpensesAmt0382549
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01882746
IRS990/PYRevenuesLessExpensesAmt0-937267
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03502278
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02565011
IRS990/ReconcilationRevenueExpnssAmt0-1120241
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY A THIRD-PARTY PUBLIC ACCOUNTING FIRM AND REVIEWED BY THE PRINCIPAL OFFICER BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON WRITTEN REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUST ADMINISTRATION FEES 354,693.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0HOLDING COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0VEOLIA UTILITY RESOURCES LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0461 FROM RD SUITE 400
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0PARAMUS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NJ
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0VEOLIA UTILITY RESOURCES LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SUEZ WATER RESOURCES BARGAINING MEDICAL LIFE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0223377258
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EMPLOYEE BENEFIT TRUST
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PARAMUS
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
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IRS990ScheduleR/PaidEmployeesSharingInd00
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt012334914
IRS990/TotalAssetsGrp/BOYAmt012424880
IRS990/TotalAssetsGrp/EOYAmt012334914
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01665991
IRS990/TotalGrossUBIAmt0405534
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012424880
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012334914
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0140216
IRS990/TotalReportableCompFromOrgAmt09288
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0140216
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0545750
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0405534
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012334914
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0461 FROM RD 400
IRS990/USAddress/CityNm0PARAMUS
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd0076523526
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL NEMR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02017679300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUEZ WATER RESOURCES NON-BARGAINING MEDI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CAL AND LIFE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SUEZ
ReturnHeader/Filer/EIN0223377259
ReturnHeader/Filer/PhoneNum02017679300
ReturnHeader/Filer/USAddress/AddressLine1Txt0461 FROM RD 400
ReturnHeader/Filer/USAddress/CityNm0PARAMUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0076523526
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0919 EAST MAIN STREET SUITE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023219
ReturnHeader/PreparerPersonGrp/PhoneNum08042822121
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEREDITH BELL
ReturnHeader/ReturnTs02025-05-14T10:04:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,334,914
Liabilities
$0
Net assets
$12,334,914
Revenue
$545,750
Expenses
$1,665,991
Net income
-$1,120,241
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