Civic Intelligence

Ugi Utilities Inc Retiree Welfare Plan

990 • Fiscal year 2012 • EIN 25-1775308

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 12, 2013

Organization ProfileN/A
C/O The Bnym PO Box 535007Suite15253-5007
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.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

35th percentile

-0.1%

Faster asset growth than 35% of similar nonprofits.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$8,589,592

Down $8,821 (-0.1%) from 2011

Net Assets

Down

$8,583,814

Down $6,992 (-0.1%) from 2011

Liabilities

Down

$5,778

Down $1,829 (-24%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$946,431

Down $10,414 (-1.1%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

2012

Assets$8,589,592
Liabilities$5,778
Net Assets$8,583,814
Open 2012 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

2012

Revenue-
Expenses$946,431
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 12, 2013
Return Version
2012v2.1
Gross Receipts
$2,426,582
Mission and Program Overview

Mission

Provision of welfare benefits

Filing and Contact Details

Filer

EIN
25-1775308
Raw XML Appendix361 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.

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IRS990/OtherExpenses/Description1UBTI TAX EXPENSE
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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/Explanation2A complete electronic copy of the organization's Form 990 was provided to the Trustee for review prior to filing with the IRS.
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/Explanation6MODIFIED CASH BASIS
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990 PART VI SECTION A LINES 1A & B & PART VII
IRS990ScheduleO/GeneralExplanation/Identifier2FORM 990 PART VI SECTION B LINE 11b
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ReturnHeader/Officer/DateSigned02013-11-12
ReturnHeader/Officer/Name0BRENT HEINTZELMAN
ReturnHeader/Officer/Phone04126447800
ReturnHeader/Officer/Title0VP
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ERNST & YOUNG US LLP
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode015222
ReturnHeader/Preparer/Phone04126447800
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-13T13:30:36-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,589,592
Liabilities
$5,778
Net assets
$8,583,814
Revenue
-
Expenses
$946,431
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