Civic Intelligence

Utc Welfare Benefits Plan

990 • Fiscal year 2019 • EIN 81-6483011

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 06, 2020

Organization ProfileN/A
4 Farm Springs RoadFarmington, CT 06032

(860) 728-6373

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Net Margin

49th percentile

4.5%

Higher net margin than 49% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

58th percentile

$10,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Asset Growth

50th percentile

9.4%

Faster asset growth than 50% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

36%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$7,187,071

Up $616,714 (+9.4%) from 2018

Net Assets

Up

$7,187,071

Up $616,714 (+9.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin49th percentile

Revenue

Up

$13,806,110

Up $3,648,090 (+36%) from 2018

Expenses

Up

$13,189,396

Up $3,638,066 (+38%) from 2018

Net Income

Up

$616,714

Up $10,024 (+1.7%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$20M$15M$10M$5.0M$0Assets 2016: $6,223,730Liabilities 2016: $0Net Assets 2016: $6,223,7302016Assets 2017: $5,963,667Liabilities 2017: $0Net Assets 2017: $5,963,6672017Assets 2018: $6,570,357Liabilities 2018: $0Net Assets 2018: $6,570,3572018Assets 2019: $7,187,071Liabilities 2019: $0Net Assets 2019: $7,187,0712019Assets 2020: $7,392,014Liabilities 2020: $0Net Assets 2020: $7,392,0142020Assets 2021: $7,729,642Liabilities 2021: $0Net Assets 2021: $7,729,6422021Assets 2022: $14,460,327Liabilities 2022: $0Net Assets 2022: $14,460,3272022Assets 2023: $18,016,654Liabilities 2023: $0Net Assets 2023: $18,016,6542023Assets 2024: $5,440,885Liabilities 2024: $0Net Assets 2024: $5,440,8852024

Highlighted filing

2019

Assets$7,187,071
Liabilities$0
Net Assets$7,187,071
Open 2019 Filing

Operations Trend

Revenue Growth93rd percentile

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

$40M$20M$0-$20MRevenue 2016: $6,910,732Expenses 2016: $6,202,677Net Income 2016: $708,0552016Revenue 2017: $9,961,632Expenses 2017: $10,221,114Net Income 2017: -$259,4822017Revenue 2018: $10,158,020Expenses 2018: $9,551,330Net Income 2018: $606,6902018Revenue 2019: $13,806,110Expenses 2019: $13,189,396Net Income 2019: $616,7142019Revenue 2020: $11,470,983Expenses 2020: $11,266,040Net Income 2020: $204,9432020Revenue 2021: $8,473,870Expenses 2021: $8,136,242Net Income 2021: $337,6282021Revenue 2022: $25,679,808Expenses 2022: $18,949,122Net Income 2022: $6,730,6862022Revenue 2023: $28,460,963Expenses 2023: $24,904,636Net Income 2023: $3,556,3272023Revenue 2024: $13,734,372Expenses 2024: $26,310,141Net Income 2024: -$12,575,7692024

Highlighted filing

2019

Revenue$13,806,110
Expenses$13,189,396
Net Income$616,714
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 6, 2020
Return Version
2019v5.1
Gross Receipts
$13,806,110
Mission and Program Overview

Mission

A voluntary employee benficiary association that provides benefits to eligible employees and their dependents.

SEE PART III, LINE 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$6,570,356$7,187,071▲ $616,715
Rtn Earn Endowment Incm Other Fnds$6,570,357$7,187,071▲ $616,714
Cash and Non-Interest-Bearing Accounts$1--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,570,357$7,187,071▲ $616,714
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,570,357$7,187,071▲ $616,714
Total Liabilities and Net Assets / Fund Balance$6,570,357$7,187,071▲ $616,714
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleBaseTotal
-Trustee$10,000$10,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,667,155
Investment Income
$138,955
Other Revenue
$0
Change in Net Assets
$616,714
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$211,256
Salaries, Compensation, and Employee Benefits$10,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$12,968,140--$12,968,140
Other Expenses-$203,256-$203,256
Current Officers, Directors, Trustees, and Key Employees-$10,000-$10,000
Fees for Services Accounting-$8,000-$8,000
Total Functional Expenses$12,968,140$221,256$0$13,189,396
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
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“An independent accountant prepares the form 990. After completion and before filing the return, the united technologies corporation benefits department will review the form for any discrepancies.”

Form 990, Part VI, Section C, Line 19

“The organizations governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Utc Welfare Benefits Plan
EIN
81-6483011
Phone
8607286373
Address
4 FARM SPRINGS ROAD, FARMINGTON, CT 06032

Signing Officer

Name
Fred Daussan
Title
Finance Manager, Corporate Benefits
Phone
8607286373
Signed
2020-04-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frederic Daussan
Formed
1996
Legal Domicile
Ct
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Andersen Tax LLC
Address
399 THORNALL STREET 1ST FLOOR, EDISON, NJ 08837
Preparer
Kevin M Fuller
Phone
7322893550
Raw XML Appendix277 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
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IRS990/BenefitsToMembersGrp/TotalAmt012968140
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/PYTotalExpensesAmt09551330
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IRS990/PYTotalRevenueAmt010158020
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN INDEPENDENT ACCOUNTANT PREPARES THE FORM 990. AFTER COMPLETION AND BEFORE FILING THE RETURN, THE UNITED TECHNOLOGIES CORPORATION BENEFITS DEPARTMENT WILL REVIEW THE FORM FOR ANY DISCREPANCIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE MANAGER, CORPORATE BENEFITS
ReturnHeader/BusinessOfficerGrp/PhoneNum08607286373
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTC WELFARE BENEFITS PLAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FREDERIC DAUSSAN
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ReturnHeader/FilingSecurityInformation/IPTm021:04:16
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008837
ReturnHeader/PreparerPersonGrp/PhoneNum07322893550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M FULLER
ReturnHeader/ReturnTs02020-04-06T21:14:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,187,071
Liabilities
$0
Net assets
$7,187,071
Revenue
$13,806,110
Expenses
$13,189,396
Net income
$616,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$13.7$26.3$12.6
2023Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$28.5$24.9$3.56
2022Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$25.7$18.9$6.73
2021Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$8.47$8.14$0.34
2020Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$11.5$11.3$0.20
2019Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$13.8$13.2$0.62
2018Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$10.2$9.55$0.61
2017Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$9.96$10.2$0.26
2016Summary only. Only limited summary data is available for this year.$6.22$0.00$6.22$6.91$6.20$0.71