Civic Intelligence

Ugsoa Health and Welfare Fund

EIN 82-4038622 • 501(c)9 • East Wareham, MA

View Organization Page

Profile

The organization is a collectively bargained multiemployer benefit plan that provides health benefits to eligible participants and their dependents.

2879 Cranberry HighwayEast Wareham, MA 02538

ugsoa.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

90th percentile

0.55x

Higher debt load relative to assets than 90% of similar nonprofits.

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

Liabilities / Revenue

83rd percentile

0.21x

Higher debt load relative to revenue than 83% of similar nonprofits.

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

Net Margin

25th percentile

-3.3%

Higher net margin than 25% of similar nonprofits.

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

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

88th percentile

23%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

49th percentile

6.1%

Faster revenue growth than 49% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$4,569,819

Up $859,436 (+23%) from 2023

Liabilities

Up

$2,495,285

Up $640,521 (+35%) from 2023

Net Assets

Up

$2,074,534

Up $218,915 (+12%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin25th percentile

Revenue

Up

$11,847,137

Up $683,373 (+6.1%) from 2023

Expenses

Up

$12,236,451

Up $2,428,320 (+25%) from 2023

Net Income

Down

-$389,314

Down $1,744,947 (-129%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2019: $1,886,866Liabilities 2019: $1,805,286Net Assets 2019: $81,5802019Assets 2020: $3,505,616Liabilities 2020: $1,992,646Net Assets 2020: $1,512,9702020Assets 2021: $1,885,924Liabilities 2021: $1,034,864Net Assets 2021: $851,0602021Assets 2022: $1,913,506Liabilities 2022: $1,413,519Net Assets 2022: $499,9872022Assets 2023: $3,710,383Liabilities 2023: $1,854,764Net Assets 2023: $1,855,6192023Assets 2024: $4,569,819Liabilities 2024: $2,495,285Net Assets 2024: $2,074,5342024

Highlighted filing

2024

Assets$4,569,819
Liabilities$2,495,285
Net Assets$2,074,534
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2019: $8,192,712Expenses 2019: $8,329,452Net Income 2019: -$136,7402019Revenue 2020: $8,610,529Expenses 2020: $7,179,140Net Income 2020: $1,431,3892020Revenue 2021: $9,541,491Expenses 2021: $10,203,401Net Income 2021: -$661,9102021Revenue 2022: $9,458,949Expenses 2022: $8,895,153Net Income 2022: $563,7962022Revenue 2023: $11,163,764Expenses 2023: $9,808,131Net Income 2023: $1,355,6332023Revenue 2024: $11,847,137Expenses 2024: $12,236,451Net Income 2024: -$389,3142024

Highlighted filing

2024

Revenue$11,847,137
Expenses$12,236,451
Net Income-$389,314
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$4,569,819
Liabilities
$2,495,285
Net assets
$2,074,534
Revenue
$11,847,137
Expenses
$12,236,451
Net income
-$389,314
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.57$2.50$2.07$11.8$12.2$0.39
2023Detailed filing. Detailed filing data is available for this year.$3.71$1.85$1.86$11.2$9.81$1.36
2022Detailed filing. Detailed filing data is available for this year.$1.91$1.41$0.50$9.46$8.90$0.56
2021Detailed filing. Detailed filing data is available for this year.$1.89$1.03$0.85$9.54$10.2$0.66
2020Detailed filing. Detailed filing data is available for this year.$3.51$1.99$1.51$8.61$7.18$1.43
2019Detailed filing. Detailed filing data is available for this year.$1.89$1.81$0.08$8.19$8.33$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.1
Gross Receipts
$11,847,137
Mission and Program Overview

Mission

The organization is a collectively bargained multiemployer benefit plan that provides health benefits to eligible participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,018,907$3,108,650▲ $1,089,743
Accounts Receivable$1,114,769$1,068,892▼ $45,877
Land, Buildings, and Equipment, Net$439,859$392,277▼ $47,582
Total Assets$3,573,535$4,569,819▲ $996,284
Liabilities
Other Liabilities$1,103,336$2,490,237▲ $1,386,901
Accounts Payable and Accrued Expenses$6,351$5,048▼ $1,303
Total Liabilities$1,109,687$2,495,285▲ $1,385,598
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,463,848$2,074,534▼ $389,314
Total Net Assets Fund Balance$2,463,848$2,074,534▼ $389,314
Total Liabilities and Net Assets / Fund Balance$3,573,535$4,569,819▲ $996,284

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$360,000$90,000$450,000
Buildings$32,277$6,455$38,732
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Jeff MillerChairman
Matt SiposTrustee
Mike LeBlancTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,281,578
Investment Income
$0
Other Revenue
$565,559
Change in Net Assets
$-389,314

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,847,138
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$11,847,138
Total Revenue per Form 990
$11,847,138
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$645,047
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$11,591,404
Fees for Services Other---$357,613
Office Expenses---$55,512
Depreciation Depletion---$47,582
Fees for Services Legal---$26,599
Fees for Services Accounting---$25,463
Fees for Services Management---$16,481
Insurance---$7,683
Other Expenses---$5,459
Total Functional Expenses$0$0$0$12,236,451

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,236,451
Total Expenses per Form 990$12,236,451
Total Expenses per Audited Statements$11,024,292
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-1,212,159
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims payable and claims incurred but not reported$1,193,257
Dollar bank accumulative eligibility obligation$755,172
Due to other funds$372,723
Premium obligation$169,085
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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 was provided to the Trustees prior to filing.”

Form 990, Part VI, Section B, line 12C

“There will be a Board of Trustees meeting and any interested person can disclose annually interests that could give rise to conflict. Then the board can make a vote and decide.”

Form 990, Part VI, Section C, line 19

“The organization's governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
UGSOA Health and Welfare Fund
EIN
82-4038622
Phone
8643700711
Address
2879 Cranberry Highway, East Wareham, MA 02538

Signing Officer

Name
Jeff Miller
Title
Chairman
Phone
8643700711
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Miller
Formed
2017
Legal Domicile
Sc
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Needles & Associates LLC
Address
9737 Wadsworth Pkwy Suite 50, Westmenster, CO 80021
Preparer
Kurt Needles CPA
Phone
3034304225
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“The trust funding benefits of the Plan received an exemption letter from the Internal Revenue Service stating that the trust is tax-exempt under the provision of Section 501(c)9 of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code to maintain the tax-exempt status of the trust. Plan management believes that the Plan is being operated in compliance with the applicable requirements of the Internal Revenue Code. Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Plan management has evaluated the Plan's tax positions and concluded that the Plan has taken no uncertain tax positions that would require financial statement recognition or disclosure for the years ended December 31, 2024 and 2023. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for the current tax period in progress.”

Part XII, Line 2D - Other Adjustments:

“Change in benefit obligations -1,212,159.”

Raw XML Appendix339 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/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 6708
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IRS990/GrantsToOrganizationsInd00
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt07683
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt096455
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0439859
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0392277
IRS990/LandBldgEquipCostOrOtherBssAmt0488732
IRS990/LegalDomicileStateCd0SC
IRS990/LoanOutstandingInd00
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt02074534
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt055512
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IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Reimbursement to Pensio
IRS990/OtherExpensesGrp/Desc1Employee Training Expen
IRS990/OtherExpensesGrp/TotalAmt0102655
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The trust funding benefits of the Plan received an exemption letter from the Internal Revenue Service stating that the trust is tax-exempt under the provision of Section 501(c)9 of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code to maintain the tax-exempt status of the trust. Plan management believes that the Plan is being operated in compliance with the applicable requirements of the Internal Revenue Code. Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Plan management has evaluated the Plan's tax positions and concluded that the Plan has taken no uncertain tax positions that would require financial statement recognition or disclosure for the years ended December 31, 2024 and 2023. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for the current tax period in progress.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in benefit obligations -1,212,159.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 was provided to the Trustees prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1There will be a Board of Trustees meeting and any interested person can disclose annually interests that could give rise to conflict. Then the board can make a vote and decide.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization's governing documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02879 Cranberry Highway
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12879 Cranberry Highway
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0East Wareham
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1East Wareham
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
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IRS990ScheduleR/TransferFromOtherOrgInd00
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IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
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IRS990/TotalAssetsBOYAmt03573535
IRS990/TotalAssetsEOYAmt04569819
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IRS990/TotalAssetsGrp/EOYAmt04569819
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IRS990/TotalLiabilitiesEOYAmt02495285
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IRS990/TotalLiabilitiesGrp/EOYAmt02495285
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02463848
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IRS990/TotalProgramServiceRevenueAmt011281578
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IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011847137
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt011847137
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IRS990/TypeOfOrganizationTrustInd0X
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IRS990/USAddress/AddressLine1Txt02879 Cranberry Highway
IRS990/USAddress/CityNm0East Wareham
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002538
IRS990/VotingMembersGoverningBodyCnt04
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IRS990/WebsiteAddressTxt0UGSOA.com
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeff Miller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum08643700711
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UGSOA Health and Welfare Fund
ReturnHeader/Filer/BusinessNameControlTxt0UGSO
ReturnHeader/Filer/EIN0824038622
ReturnHeader/Filer/PhoneNum08643700711
ReturnHeader/Filer/USAddress/AddressLine1Txt02879 Cranberry Highway
ReturnHeader/Filer/USAddress/CityNm0East Wareham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002538
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510435869
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Needles & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09737 Wadsworth Pkwy Suite 50
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westmenster
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080021
ReturnHeader/PreparerPersonGrp/PhoneNum03034304225
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt Needles CPA
ReturnHeader/ReturnTs02025-11-05T14:12:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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