Civic Intelligence

Ugi Utilities Inc Retiree Welfare Plan

990 • Fiscal year 2011 • EIN 25-1775308

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 14, 2012

Organization ProfileN/A
C/O The Bnym PO Box 53500715253-5007
Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2011 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets25th percentile

Assets

$8,598,413

No earlier filing loaded for comparison.

Net Assets

$8,590,806

No earlier filing loaded for comparison.

Liabilities

$7,607

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$956,845

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2011: $8,598,413Liabilities 2011: $7,607Net Assets 2011: $8,590,8062011Assets 2012: $8,589,592Liabilities 2012: $5,778Net Assets 2012: $8,583,8142012Assets 2013: $8,521,707Liabilities 2013: $7,469Net Assets 2013: $8,514,2382013Assets 2014: $8,431,804Liabilities 2014: $7,441Net Assets 2014: $8,424,3632014Assets 2015: $8,517,987Liabilities 2015: $7,922Net Assets 2015: $8,510,0652015Assets 2016: $8,708,580Liabilities 2016: $8,422Net Assets 2016: $8,700,1582016Assets 2017: $9,382,016Liabilities 2017: $10,946Net Assets 2017: $9,371,0702017Assets 2018: $9,316,635Liabilities 2018: $0Net Assets 2018: $9,316,6352018Assets 2019: $9,860,862Liabilities 2019: $0Net Assets 2019: $9,860,8622019Assets 2020: $9,828,472Liabilities 2020: $0Net Assets 2020: $9,828,4722020Assets 2021: $10,794,775Liabilities 2021: $9,295Net Assets 2021: $10,785,4802021Assets 2022: $10,591,278Liabilities 2022: $0Net Assets 2022: $10,591,2782022Assets 2023: $10,775,886Liabilities 2023: $0Net Assets 2023: $10,775,8862023Assets 2024: $11,275,755Liabilities 2024: $14,750Net Assets 2024: $11,261,0052024

Highlighted filing

2011

Assets$8,598,413
Liabilities$7,607
Net Assets$8,590,806
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $956,8452011Expenses 2012: $946,4312012Revenue 2013: $803,647Expenses 2013: $873,223Net Income 2013: -$69,5762013Revenue 2014: $346,456Expenses 2014: $436,331Net Income 2014: -$89,8752014Revenue 2015: $440,960Expenses 2015: $355,258Net Income 2015: $85,7022015Revenue 2016: $427,116Expenses 2016: $237,023Net Income 2016: $190,0932016Revenue 2017: $1,323,967Expenses 2017: $653,055Net Income 2017: $670,9122017Revenue 2018: $854,143Expenses 2018: $908,578Net Income 2018: -$54,4352018Revenue 2019: $660,346Expenses 2019: $116,119Net Income 2019: $544,2272019Revenue 2020: $956,773Expenses 2020: $989,163Net Income 2020: -$32,3902020Revenue 2021: $1,906,410Expenses 2021: $949,402Net Income 2021: $957,0082021Revenue 2022: $685,741Expenses 2022: $879,943Net Income 2022: -$194,2022022Revenue 2023: $783,948Expenses 2023: $599,340Net Income 2023: $184,6082023Revenue 2024: $887,843Expenses 2024: $402,724Net Income 2024: $485,1192024

Highlighted filing

2011

Revenue-
Expenses$956,845
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 14, 2012
Return Version
2011v1.3
Gross Receipts
$2,237,561
Mission and Program Overview

Mission

Provision of welfare benefits

Filing and Contact Details

Filer

EIN
25-1775308
Raw XML Appendix358 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/AccountantCompileOrReview0false
IRS990/AccountsPayableAccruedExpenses/BOY07021
IRS990/AccountsPayableAccruedExpenses/EOY07607
IRS990/AccountsReceivable/BOY07071
IRS990/AccountsReceivable/EOY07618
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0PROVISION OF WELFARE BENEFITS
IRS990/AddressChange0X
IRS990/AddressPrincipalOfficerUS/AddressLine10PO BOX 535007
IRS990/AddressPrincipalOfficerUS/City0PITTSBURGH
IRS990/AddressPrincipalOfficerUS/State0PA
IRS990/AddressPrincipalOfficerUS/ZIPCode0152535007
IRS990/Advertising/Total00
IRS990/BenefitsPaidToMembersCY0768608
IRS990/BenefitsPaidToMembersPriorYear0832138
IRS990/BenefitsToMembers/Total0768608
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CapStckTrstPrinCurrentFunds/BOY08828988
IRS990/CapStckTrstPrinCurrentFunds/EOY08590806
IRS990/CashNonInterestBearing/BOY00
IRS990/CashNonInterestBearing/EOY00
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/Total04865
IRS990/CompDisqualPersons/Total00
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ConferencesMeetings/Total00
IRS990/ConflictOfInterestPolicy0false
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DeferredRevenue/BOY00
IRS990/DeferredRevenue/EOY00
IRS990/DelegationOfManagementDuties0false
IRS990/DepreciationDepletion/Total00
IRS990/DescribedIn501C30false
IRS990/Description0PROVISION OF WELFARE BENEFITS
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0false
IRS990/DonorAdvisedFunds0false
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0false
IRS990/EscrowAccountLiability/BOY00
IRS990/EscrowAccountLiability/EOY00
IRS990/Expense00
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/Total022000
IRS990/FeesForServicesInvstMgmntFees/Total00
IRS990/FeesForServicesLegal/Total00
IRS990/FeesForServicesLobbying/Total00
IRS990/FeesForServicesManagement/Total00
IRS990/FeesForServicesOther/Total067242
IRS990/FeesForServicesProfFundraising/Total00
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignGrants/Total00
IRS990/ForeignOffice0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek00.0
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NamePerson0THE BANK OF NEW YORK MELLON
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization04865
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE (SEE SCHEDULE O)
IRS990/Form990ProvidedToGoverningBody0false
IRS990/Form990-TFiled0true
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0false
IRS990/GainOrLoss/Securities0158672
IRS990/Gaming0false
IRS990/Grants00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsPayable/BOY00
IRS990/GrantsPayable/EOY00
IRS990/GrantsToDomesticIndividuals/Total00
IRS990/GrantsToDomesticOrgs/Total00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities01677570
IRS990/GrossReceipts02237561
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartVII0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InformationTechnology/Total00
IRS990/Insurance/Total00
IRS990/IntangibleAssets/BOY00
IRS990/IntangibleAssets/EOY00
IRS990/Interest/Total00
IRS990/InventoriesForSaleOrUse/BOY00
IRS990/InventoriesForSaleOrUse/EOY00
IRS990/InvestmentIncomeCurrentYear0392597
IRS990/InvestmentIncome/ExclusionAmount055965
IRS990/InvestmentIncomePriorYear0288923
IRS990/InvestmentIncome/TotalRevenueColumn0233925
IRS990/InvestmentIncome/UnrelatedBusinessRevenue0177960
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/BOY00
IRS990/InvestmentsOtherSecurities/EOY00
IRS990/InvestmentsProgramRelated/BOY00
IRS990/InvestmentsProgramRelated/EOY00
IRS990/InvestmentsPubTradedSecurities/BOY08460897
IRS990/InvestmentsPubTradedSecurities/EOY08503225
IRS990/LandBuildingsEquipmentBasisNet/BOY00
IRS990/LessCostOthBasisSalesExpenses/Securities01518898
IRS990/LoansFromOfficersDirectors/BOY00
IRS990/LoansFromOfficersDirectors/EOY00
IRS990/LoanToOfficerOrDQP0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingOther0X
IRS990/MinutesOfCommittees0false
IRS990/MinutesOfGoverningBody0false
IRS990/MissionDescription0PROVISION OF WELFARE BENEFITS
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/MortNotesPyblSecuredInvestProp/BOY00
IRS990/MortNotesPyblSecuredInvestProp/EOY00
IRS990/NameOfPrincipalOfficerPerson0THE BANK OF NEW YORK MELLON
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY08828988
IRS990/NetAssetsOrFundBalancesEOY08590806
IRS990/NetGainOrLossInvestments/ExclusionAmount04039
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0158672
IRS990/NetGainOrLossInvestments/UnrelatedBusinessRevenue0154633
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn00
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetUnrelatedBusinessTxblIncome0328554
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total00
IRS990/OfficeExpenses/Total00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY00
IRS990/OtherAssetsTotal/EOY00
IRS990/OtherEmployeeBenefits/Total00
IRS990/OtherExpensePriorYear0156677
IRS990/OtherExpensesCurrentYear0183372
IRS990/OtherExpenses/Description0ADMINISTRATIVE EXPENSES
IRS990/OtherExpenses/Description1UBTI TAX EXPENSE
IRS990/OtherExpenses/Total022830
IRS990/OtherExpenses/Total171300
IRS990/OtherLiabilities/BOY00
IRS990/OtherLiabilities/EOY00
IRS990/OtherNotesLoansReceivableNet/BOY00
IRS990/OtherNotesLoansReceivableNet/EOY00
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear0148
IRS990/OtherSalariesAndWages/Total00
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/Total00
IRS990/PensionPlanContributions/Total00
IRS990/PledgesAndGrantsReceivable/BOY00
IRS990/PledgesAndGrantsReceivable/EOY00
IRS990/PoliticalActivities0false
IRS990/PrepaidExpensesDeferredCharges/BOY00
IRS990/PrepaidExpensesDeferredCharges/EOY00
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0525100
IRS990/ProgramServiceRevenueCY0326066
IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenuePriorYear0405173
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0326066
IRS990/ProgramServiceRevenue/TotalRevenueColumn0326066
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReceivablesFromDisqualPersons/BOY00
IRS990/ReceivablesFromDisqualPersons/EOY00
IRS990/ReceivablesFromOfficersEtc/BOY00
IRS990/ReceivablesFromOfficersEtc/EOY00
IRS990/ReconcilationRevenueExpenses0-238182
IRS990/RelatedEntity0true
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RetainedEarningsEndowmentEtc/BOY00
IRS990/RetainedEarningsEndowmentEtc/EOY00
IRS990/Revenue00
IRS990/RevenuesLessExpensesCY0-238182
IRS990/RevenuesLessExpensesPriorYear0-298887
IRS990/RoyaltiesRevenue/TotalRevenueColumn00
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear04865
IRS990/SalariesEtcPriorYear04316
IRS990/SavingsAndTempCashInvestments/BOY0368041
IRS990/SavingsAndTempCashInvestments/EOY087570
IRS990/ScheduleBRequired0false
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0UGI UTILITIES, INC. RETIREE WELFARE PLAN IS A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION UNDER 501(C)(9) THAT PROVIDES RETIREE BENEFITS UNDER A SINGLE EMPLOYER EMPLOYEE BENEFIT PLAN. THE VEBA SERVES MERELY AS A FUNDING VEHICLE UNDER THE PLAN AND ALL ADMINISTRATIVE MATTERS ARE UNDERTAKEN BY THE PLAN ADMINISTRATOR OF THE PLAN OR BY THE EMPLOYER AS GRANTOR UNDER THE TRUST. THE FOLLOWING ITEMS ARE NOT APPLICABLE TO THE ORGANIZATION AND HAVE BEEN ANSWERED EITHER WITH "N/A" OR A "NO" RESPONSE.
IRS990ScheduleO/GeneralExplanation/Explanation1THE BANK OF NEW YORK MELLON SERVES AS THE SOLE DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS UGI UTILITIES, INC. THE TRUST IS ADMINISTERED BY UGI UTILITIES, INC IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH, THE VEBA DOES NOT HAVE A GOVERNING BODY THAT EXERCISES DISCRETION.
IRS990ScheduleO/GeneralExplanation/Explanation2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/GeneralExplanation/Explanation3THESE QUESTIONS ARE NOT APPLICABLE TO THE TRUST. ADDITIONALLY, THE TRUST DOES NOT HAVE ANY EMPLOYEES, THEREFORE, NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE.
IRS990ScheduleO/GeneralExplanation/Explanation4AS IT IS A 501(C)(9) ORGANIZATION, THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/GeneralExplanation/Explanation5AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR UGI UTILITIES, INC. RETIREE WELFARE PLAN. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CAN NOT BE QUANTIFIED ON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH UGI UTILITIES, INC.
IRS990ScheduleO/GeneralExplanation/Explanation6UGI UTILITIES, INC. RETIREE WELFARE PLAN HAS NOTED THAT ITS BOOKS AND RECORDS ARE REPORTED ON THE "MODIFIED CASH" BASIS WHICH IS A MORE ACCURATE DESCRIPTION OF THE ACCOUNTING METHOD USED BY THE UGI UTILITIES, INC. RETIREE WELFARE PLAN AND IS IN COMPLIANCE WITH REG. 1.446-1(C)(IV). THOUGH THIS DESCRIPTION IS DIFFERENT FROM THE PRIOR YEAR, THERE HAS BEEN NO CHANGE IN ACCOUNTING METHOD AND IT IS IN CONFORMITY WITH THE METHOD USED FOR ITS BOOKS. UGI UTILITIES, INC. RETIREE WELFARE PLAN BELIEVES THAT THE METHOD CLEARLY REFLECTS INCOME AND IS CONSISTENTLY USED.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990 PART VI SECTION A LINE 1A & B
IRS990ScheduleO/GeneralExplanation/Identifier2FORM 990 PART VI SECTION B LINE 11A
IRS990ScheduleO/GeneralExplanation/Identifier3FORM 990 PART VI SECTION B LINE 8, 12-15
IRS990ScheduleO/GeneralExplanation/Identifier4FORM 990 PART VI SECTION C LINE 19
IRS990ScheduleO/GeneralExplanation/Identifier5FORM 990 PART VII SECTION A LINE 1A COLUMN (B)
IRS990ScheduleO/GeneralExplanation/Identifier6FORM 990 PART XII LINE 1
IRS990/ScheduleORequired0true
IRS990ScheduleR/ExchangeOfAssets0false
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine10PO BOX 12677
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City0READING
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State0PA
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode019612
IRS990ScheduleR/Form990ScheduleRPartIV/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/Form990ScheduleRPartIV/EIN0231174060
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState0PA
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine10UGI UTILITIES INC
IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity0GAS & ELECTRIC
IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity0C CORP
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg0false
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg0false
IRS990ScheduleR/OtherTransferFromOtherOrg0true
IRS990ScheduleR/OtherTransferToOtherOrg0false
IRS990ScheduleR/PerformOfServicesByOtherOrgs0false
IRS990ScheduleR/PerformOfServicesForOtherOrgs0false
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg0false
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties0false
IRS990ScheduleR/ReimbursementPaidByOtherOrg0false
IRS990ScheduleR/ReimbursementPaidToOtherOrg0false
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs0false
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs0false
IRS990ScheduleR/SaleOfAssetsToOtherOrg0false
IRS990ScheduleR/SharingOfFacilities0false
IRS990ScheduleR/SharingOfPaidEmployees0false
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0PA
IRS990/SubjectToProxyTax0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBondLiabilities/BOY00
IRS990/TaxExemptBondLiabilities/EOY00
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10PO BOX 535007
IRS990/TheBooksAreInCareOf/AddressUS/City0PITTSBURGH
IRS990/TheBooksAreInCareOf/AddressUS/State0PA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode0152535007
IRS990/TheBooksAreInCareOf/NamePerson0THE BANK OF NEW YORK MELLON
IRS990/TheBooksAreInCareOf/TelephoneNumber04122367175
IRS990/TotalAssets/BOY08836009
IRS990/TotalAssetsBOY08836009
IRS990/TotalAssets/EOY08598413
IRS990/TotalAssetsEOY08598413
IRS990/TotalCompGT150K0false
IRS990/TotalContributions00
IRS990/TotalExpensesCurrentYear0956845
IRS990/TotalExpensesPriorYear0993131
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices00
IRS990/TotalFunctionalExpenses/Total0956845
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI0332593
IRS990/TotalLiabilities/BOY07021
IRS990/TotalLiabilitiesBOY07021
IRS990/TotalLiabilities/EOY07607
IRS990/TotalLiabilitiesEOY07607
IRS990/TotalLiabNetAssetsFundBalances/BOY08836009
IRS990/TotalLiabNetAssetsFundBalances/EOY08598413
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY08828988
IRS990/TotalNetAssetsFundBalances/EOY08590806
IRS990/TotalOfOtherProgramServiceExp00
IRS990/TotalOfOtherProgramServiceGrnt00
IRS990/TotalOfOtherProgramServiceRev00
IRS990/TotalOtherCompensation00
IRS990/TotalOtherRevenue00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense00
IRS990/TotalProgramServiceRevenue0326066
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg04865
IRS990/TotalRevenueCurrentYear0718663
IRS990/TotalRevenue/ExclusionAmount060004
IRS990/TotalRevenuePriorYear0694244
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0326066
IRS990/TotalRevenue/TotalRevenueColumn0718663
IRS990/TotalRevenue/UnrelatedBusinessRevenue0332593
IRS990/TransactionRelatedEntity0false
IRS990/TravelEntrtnmntPublicOfficials/Total00
IRS990/Travel/Total00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0true
IRS990/UnsecuredNotesLoansPayable/BOY00
IRS990/UnsecuredNotesLoansPayable/EOY00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01995
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0251775308
ReturnHeader/Filer/InCareOfName0% THE BANK OF NEW YORK MELLON
ReturnHeader/Filer/Name/BusinessNameLine10UGI UTILITIES INC RETIREE WELFARE PLAN
ReturnHeader/Filer/NameControl0UGIU
ReturnHeader/Filer/Phone04122367175
ReturnHeader/Filer/USAddress/AddressLine10C/O THE BNYM PO BOX 535007
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152535007
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-14
ReturnHeader/Officer/Name0Brent Heintzelman
ReturnHeader/Officer/Title0VP, Bank of NY Mellon
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ERNST & YOUNG US LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102100 ONE PPG PLACE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PITTSBURGH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode015222
ReturnHeader/Preparer/Phone04126447800
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-14T21:14:33-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,598,413
Liabilities
$7,607
Net assets
$8,590,806
Revenue
-
Expenses
$956,845
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.3$0.01$11.3$0.89$0.40$0.49
2023Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.78$0.60$0.18
2022Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.69$0.88$0.19
2021Detailed filing. Detailed filing data is available for this year.$10.8$0.01$10.8$1.91$0.95$0.96
2020Detailed filing. Detailed filing data is available for this year.$9.83$0.00$9.83$0.96$0.99$0.03
2019Detailed filing. Detailed filing data is available for this year.$9.86$0.00$9.86$0.66$0.12$0.54
2018Detailed filing. Detailed filing data is available for this year.$9.32$0.00$9.32$0.85$0.91$0.05
2017Detailed filing. Detailed filing data is available for this year.$9.38$0.01$9.37$1.32$0.65$0.67
2016Detailed filing. Detailed filing data is available for this year.$8.71$0.01$8.70$0.43$0.24$0.19
2015Detailed filing. Detailed filing data is available for this year.$8.52$0.01$8.51$0.44$0.36$0.09
2014Detailed filing. Detailed filing data is available for this year.$8.43$0.01$8.42$0.35$0.44$0.09
2013Detailed filing. Detailed filing data is available for this year.$8.52$0.01$8.51$0.80$0.87$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.59$0.01$8.58$0.95
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.60$0.01$8.59$0.96