Form 990, Part VI, Section A, Line 2
“Business relationships: christopher luning, robert rubin, christopher franklin, richard fox, daniel schuller, and christina kelly”
990 • Fiscal year 2022 • EIN 25-1782940
Scores are not available for this record yet.
Assets
Down$12,294,728
Down $3,439,665 (-22%) from 2021
Net Assets
Down$12,294,728
Down $3,439,665 (-22%) from 2021
Liabilities
Flat$0
Flat from 2021
Revenue
Up$530,358
Up $242,857 (+84%) from 2021
Expenses
Down$74,705
Down $142,360 (-66%) from 2021
Net Income
Up$455,653
Up $385,217 (+547%) from 2021
Provide medical and life insurance benefits to retired employee participants
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $15,734,393 | $12,294,728 | ▼ $3,439,665 |
| Investments in Publicly Traded Securities | $15,132,866 | $11,561,379 | ▼ $3,571,487 |
| Savings and Temporary Cash Investments | $601,527 | $733,349 | ▲ $131,822 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $15,734,393 | $12,294,728 | ▼ $3,439,665 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $15,734,393 | $12,294,728 | ▼ $3,439,665 |
| Total Liabilities and Net Assets / Fund Balance | $15,734,393 | $12,294,728 | ▼ $3,439,665 |
| Name | Title |
|---|---|
| Richard Fox | Chairman & CEO |
| Christopher Luning | Institutional Trustee |
| Christopher Franklin | Controller |
| Christina Kelly | Exec. VP, CFO |
| Daniel Schuller | Exec. VP, COO |
| Robert a Rubin | Exec. VP, Counsel, Secretary |
| - | Sr. VP., Chief Hr Officer |
| Line Item | Amount |
|---|---|
| Other Expenses | $74,705 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Services Accounting | - | - | - | $47,004 |
| Fees for Services Legal | - | - | - | $22,742 |
| Fees for Services Other | - | - | - | $4,959 |
| Total Functional Expenses | $0 | $0 | $0 | $74,705 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $74,705 |
| Total Expenses per Audited Statements | $74,705 |
| Total Expenses per Form 990 | $74,705 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Business relationships: christopher luning, robert rubin, christopher franklin, richard fox, daniel schuller, and christina kelly”
“All of the individual officers are employees of essential utilities, inc., the plan sponsor and fiduciary. They serve on the retirement and benefits committee by virtue of their positions with the plan sponsor.”
“The return is reviewed by the essential utilities retirement and benefits committee or their designees. Then it is signed by an authorized officer. The form 990 document will be available for all members after it has been filed with the u.s. Treasury. Upon filing, the document is available to all members upon request.”
“The governing board is subject to the conflict of interest, whistleblower and document retention/destruction policies in addition to annual disclosure requirements of the plan sponsor.”
“The organization's governing documents are available upon written request.”
“Bny mellon - 240 greenwich street, new york, ny 10007.”
“Form 990 is being amended to show the return on the modified cash basis of accounting. The previously filed form 990 was on the accrual basis. The following parts of form 990 were changed: - header, box b, address change, name change, and amended return boxes checked - header, box c name and address were changed - part v, line 3a box marked yes - part v, line 3b box marked yes - part vi, section c, line 20 was updated to reflect the organization's new address - part viii, line 3 decreased to remove receivable - part viii, line 3 adjusted to reflect unrelated business revenue shown on form 990-t - part viii, line 7d adjusted to reflect unrelated business revenue shown on form 990-t - part ix, line 11f was reclassed to line 11g to better categorize the expense - part ix, lines 11b, 11c, 11g decreased to remove accrued expenses - part x, line 4 removed interest receivable - part x, line 17 removed accrued expenses - part xii, line 1, other boxed checked to show form 990 is on the modified cash basis - schedule d, part xi, line 4d reports the interest receivable not included on form 990 - schedule d, part xii, line 4b removed accrual no longer reported on form 990”
“The veba trust funding certain benefits of the plan received an exemption letter from the internal revenue service (irs) dated july 26, 1996, stating that the trust is tax-exempt under the provisions of section 501(c)(9) of the irc. However, as a result of the plan's funding policy, from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded in 2022 or 2021 for unrelated business taxable income. In addition, the plan and the trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. Although the plan has been amended since receiving the exemption letter, the plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes that the plan is no longer subject to income tax examinations for years prior to 2019.”
“Interest receivable 2,016.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDE MEDICAL AND LIFE INSURANCE BENEFITS TO RETIRED EMPLOYEE PARTICIPANTS |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/AmendedReturnInd | 0 | X |
| IRS990/AuditCommitteeInd | 0 | 0 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | PEOPLES TWP LLC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4122086631 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 762 W LANCASTER AVENUE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | BRYN MAWR |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 19010 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 530358 |
| IRS990/CYOtherExpensesAmt | 0 | 74705 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 455653 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 74705 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 530358 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | PROVIDE MEDICAL AND LIFE INSURANCE BENEFITS TO RETIRED EMPLOYEE PARTICIPANTS |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 47004 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 22742 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 4959 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt | 0 | BNY MELLON |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | CHRISTOPHER LUNING |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ROBERT A RUBIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | CHRISTOPHER FRANKLIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | RICHARD FOX |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | DANIEL SCHULLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | CHRISTINA KELLY |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | INSTITUTIONAL TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | EXEC. VP, COUNSEL, SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | CONTROLLER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | CHAIRMAN & CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | EXEC. VP, COO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | EXEC. VP, CFO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | SR. VP., CHIEF HR OFFICER |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1996 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 197965 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 1 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 200000 |
| IRS990/GrossReceiptsAmt | 0 | 532393 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 1 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 332393 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 332393 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 15132866 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 11561379 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | PA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 2035 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingOtherInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | PROVIDE MEDICAL AND LIFE INSURANCE BENEFITS TO RETIRED EMPLOYEE PARTICIPANTS |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 15734393 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 12294728 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 197965 |
| IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt | 0 | 197965 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 484738 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -3895318 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 1 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | CHRISTINA KELLY |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 114655 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 257319 |
| IRS990/PYOtherExpensesAmt | 0 | 87162 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 30182 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 70436 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 15248 |
| IRS990/PYTotalExpensesAmt | 0 | 217065 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 287501 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 455653 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 15734393 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 12294728 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 601527 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 733349 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 74705 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -3895318 |
| IRS990ScheduleD/OtherRevenueAmt | 0 | 2016 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -3893302 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 530358 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED JULY 26, 1996, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE IRC. HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2022 OR 2021 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE EXEMPTION LETTER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | INTEREST RECEIVABLE 2,016. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XI, LINE 2D - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 74705 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 530358 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | -3362944 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 74705 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | BUSINESS RELATIONSHIPS: CHRISTOPHER LUNING, ROBERT RUBIN, CHRISTOPHER FRANKLIN, RICHARD FOX, DANIEL SCHULLER, AND CHRISTINA KELLY |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ALL OF THE INDIVIDUAL OFFICERS ARE EMPLOYEES OF ESSENTIAL UTILITIES, INC., THE PLAN SPONSOR AND FIDUCIARY. THEY SERVE ON THE RETIREMENT AND BENEFITS COMMITTEE BY VIRTUE OF THEIR POSITIONS WITH THE PLAN SPONSOR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE RETURN IS REVIEWED BY THE ESSENTIAL UTILITIES RETIREMENT AND BENEFITS COMMITTEE OR THEIR DESIGNEES. THEN IT IS SIGNED BY AN AUTHORIZED OFFICER. THE FORM 990 DOCUMENT WILL BE AVAILABLE FOR ALL MEMBERS AFTER IT HAS BEEN FILED WITH THE U.S. TREASURY. UPON FILING, THE DOCUMENT IS AVAILABLE TO ALL MEMBERS UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE GOVERNING BOARD IS SUBJECT TO THE CONFLICT OF INTEREST, WHISTLEBLOWER AND DOCUMENT RETENTION/DESTRUCTION POLICIES IN ADDITION TO ANNUAL DISCLOSURE REQUIREMENTS OF THE PLAN SPONSOR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | BNY MELLON - 240 GREENWICH STREET, NEW YORK, NY 10007. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | FORM 990 IS BEING AMENDED TO SHOW THE RETURN ON THE MODIFIED CASH BASIS OF ACCOUNTING. THE PREVIOUSLY FILED FORM 990 WAS ON THE ACCRUAL BASIS. THE FOLLOWING PARTS OF FORM 990 WERE CHANGED: - HEADER, BOX B, ADDRESS CHANGE, NAME CHANGE, AND AMENDED RETURN BOXES CHECKED - HEADER, BOX C NAME AND ADDRESS WERE CHANGED - PART V, LINE 3A BOX MARKED YES - PART V, LINE 3B BOX MARKED YES - PART VI, SECTION C, LINE 20 WAS UPDATED TO REFLECT THE ORGANIZATION'S NEW ADDRESS - PART VIII, LINE 3 DECREASED TO REMOVE RECEIVABLE - PART VIII, LINE 3 ADJUSTED TO REFLECT UNRELATED BUSINESS REVENUE SHOWN ON FORM 990-T - PART VIII, LINE 7D ADJUSTED TO REFLECT UNRELATED BUSINESS REVENUE SHOWN ON FORM 990-T - PART IX, LINE 11F WAS RECLASSED TO LINE 11G TO BETTER CATEGORIZE THE EXPENSE - PART IX, LINES 11B, 11C, 11G DECREASED TO REMOVE ACCRUED EXPENSES - PART X, LINE 4 REMOVED INTEREST RECEIVABLE - PART X, LINE 17 REMOVED ACCRUED EXPENSES - PART XII, LINE 1, OTHER BOXED CHECKED TO SHOW FORM 990 IS ON THE MODIFIED CASH BASIS - SCHEDULE D, PART XI, LINE 4D REPORTS THE INTEREST RECEIVABLE NOT INCLUDED ON FORM 990 - SCHEDULE D, PART XII, LINE 4B REMOVED ACCRUAL NO LONGER REPORTED ON FORM 990 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 12 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | AMENDED RETURN EXPLANATION |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 0 | PNG CO LLC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 0 | 251266604 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 0 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 1 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 0 | PA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 1 | PA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 0 | PUBLIC UTILITY |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 1 | WATER AND NATURAL GAS UTILITY |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | PEOPLES TWP LLC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 1 | ESSENTIAL UTILITIES |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 0 | 375 NORTH SHORE DRIVE |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 1 | 762 W LANCASTER AVE |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 0 | PITTSBURGH |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 1 | BRYN MAWR |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 1 | PA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 0 | 15212 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 1 | 19010 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 15734393 |
| IRS990/TotalAssetsEOYAmt | 0 | 12294728 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 15734393 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 12294728 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 74705 |
| IRS990/TotalGrossUBIAmt | 0 | 530358 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 15734393 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 12294728 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 530358 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 530358 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 15734393 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 12294728 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 1 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 762 W LANCASTER AVENUE |
| IRS990/USAddress/CityNm | 0 | BRYN MAWER |
| IRS990/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990/USAddress/ZIPCd | 0 | 19010 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 1 |
| IRS990/VotingMembersIndependentCnt | 0 | 1 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BRADLEY PALMER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | VP CHIEF ACCOUNTING OFFICER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4122086631 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-12-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | TWP VEBA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | TWPV |
| ReturnHeader/Filer/EIN | 0 | 251782940 |
| ReturnHeader/Filer/PhoneNum | 0 | 4122086631 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 762 W LANCASTER AVENUE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BRYN MAWER |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 19010 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 251408703 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SCHNEIDER DOWNS & CO INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | ONE PPG PLACE SUITE 1700 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PITTSBURGH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 15222 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4122613644 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ERIN F WOOD |
| ReturnHeader/ReturnTs | 0 | 2025-12-10T10:10:32-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2022 • Form 990Detailed filing. Detailed filing data is available for this year.