Civic Intelligence

Unitil Non-Union Voluntary Employee

EIN 90-0241683 • 501(c)9 • Hampton, NH

Profile

To fund health and welfare benefit expenses

6 Liberty Lane WestHampton, NH 03842-1720

na

Siviq Scores

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

Liabilities / Assets

46th percentile

0.01x

Higher debt load relative to assets than 46% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.05x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

71st percentile

$84,001

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

62nd percentile

9.5%

Faster asset growth than 62% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

18%

Faster revenue growth than 74% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$8,579,589

Up $745,412 (+9.5%) from 2023

Liabilities

Up

$103,655

Up $103,655 from 2023

Net Assets

Up

$8,475,934

Up $641,757 (+8.2%) from 2023

Revenue

Up

$2,120,583

Up $323,032 (+18%) from 2023

Expenses

Up

$1,478,826

Up $21,426 (+1.5%) from 2023

Net Income

Up

$641,757

Up $301,606 (+89%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $3,206,281Liabilities 2010: $20,261Net Assets 2010: $3,186,0202010Assets 2011: $2,438,213Liabilities 2011: $27,275Net Assets 2011: $2,410,9382011Assets 2012: $2,572,723Liabilities 2012: $48,187Net Assets 2012: $2,524,5362012Assets 2013: $3,414,574Liabilities 2013: $0Net Assets 2013: $3,414,5742013Assets 2014: $4,086,866Liabilities 2014: $0Net Assets 2014: $4,086,8662014Assets 2015: $4,302,594Liabilities 2015: $0Net Assets 2015: $4,302,5942015Assets 2016: $5,113,340Liabilities 2016: $0Net Assets 2016: $5,113,3402016Assets 2017: $6,288,324Liabilities 2017: $0Net Assets 2017: $6,288,3242017Assets 2018: $6,370,620Liabilities 2018: $0Net Assets 2018: $6,370,6202018Assets 2019: $8,060,898Liabilities 2019: $157,361Net Assets 2019: $7,903,5372019Assets 2020: $9,202,255Liabilities 2020: $558,849Net Assets 2020: $8,643,4062020Assets 2021: $9,647,842Liabilities 2021: $368,080Net Assets 2021: $9,279,7622021Assets 2022: $7,520,121Liabilities 2022: $26,095Net Assets 2022: $7,494,0262022Assets 2023: $7,834,177Liabilities 2023: $0Net Assets 2023: $7,834,1772023Assets 2024: $8,579,589Liabilities 2024: $103,655Net Assets 2024: $8,475,9342024

Highlighted filing

2024

Assets$8,579,589
Liabilities$103,655
Net Assets$8,475,934

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,117,9452010Expenses 2011: $984,7992011Expenses 2012: $1,079,8412012Revenue 2013: $1,726,330Expenses 2013: $1,065,903Net Income 2013: $660,4272013Revenue 2014: $1,866,235Expenses 2014: $1,193,943Net Income 2014: $672,2922014Revenue 2015: $1,949,511Expenses 2015: $1,733,783Net Income 2015: $215,7282015Revenue 2016: $2,072,242Expenses 2016: $1,261,496Net Income 2016: $810,7462016Revenue 2017: $2,344,435Expenses 2017: $1,169,451Net Income 2017: $1,174,9842017Revenue 2018: $1,207,126Expenses 2018: $1,124,830Net Income 2018: $82,2962018Revenue 2019: $2,656,438Expenses 2019: $1,123,521Net Income 2019: $1,532,9172019Revenue 2020: $2,604,085Expenses 2020: $1,864,216Net Income 2020: $739,8692020Revenue 2021: $2,389,254Expenses 2021: $1,752,898Net Income 2021: $636,3562021Revenue 2022: $307,086Expenses 2022: $2,092,822Net Income 2022: -$1,785,7362022Revenue 2023: $1,797,551Expenses 2023: $1,457,400Net Income 2023: $340,1512023Revenue 2024: $2,120,583Expenses 2024: $1,478,826Net Income 2024: $641,7572024

Highlighted filing

2024

Revenue$2,120,583
Expenses$1,478,826
Net Income$641,757

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.58$0.10$8.48$2.12$1.48$0.64
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.83$0.00$7.83$1.80$1.46$0.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.52$0.03$7.49$0.31$2.09$1.79
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.65$0.37$9.28$2.39$1.75$0.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.20$0.56$8.64$2.60$1.86$0.74
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.06$0.16$7.90$2.66$1.12$1.53
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.37$0.00$6.37$1.21$1.12$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.29$0.00$6.29$2.34$1.17$1.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.11$0.00$5.11$2.07$1.26$0.81
2015Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$1.95$1.73$0.22
2014Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$1.87$1.19$0.67
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.00$3.41$1.73$1.07$0.66
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.05$2.52$1.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.03$2.41$0.98
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$0.02$3.19$1.12
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$2,609,584
Mission and Program Overview

Mission

To fund health and welfare benefit expenses

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,279,762$7,494,026▼ $1,785,736
Investments in Publicly Traded Securities$9,642,542$7,027,429▼ $2,615,113
Total Assets$9,647,842$7,520,121▼ $2,127,721
Other Assets Total$5,300$492,692▲ $487,392
Liabilities
Other Liabilities$352,600--
Accounts Payable and Accrued Expenses$15,480$26,095▲ $10,615
Total Liabilities$368,080$26,095▼ $341,985
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,279,762$7,494,026▼ $1,785,736
Total Liabilities and Net Assets / Fund Balance$9,647,842$7,520,121▼ $2,127,721

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$4,418--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sei Private Trust CompanyInstitutionaPT$25,534$31,285$56,819
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$994,243
Investment Income
$474,717
Other Revenue
$-1,161,874
Change in Net Assets
$-1,785,736
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$320,579
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$1,772,243--$1,772,243
Other Expenses$208,721--$208,721
Fees for Services Management$55,333--$55,333
Fees for Services Accounting$30,990--$30,990
Fees for Service Investment Mgmnt Fees$22,960--$22,960
Fees for Services Other$2,575--$2,575
Total Functional Expenses$2,092,822$0$0$2,092,822
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 8A

The trust is a veba trust under irc section 501(c)(9). It is governed by the trust document by which the trust was created. As such, it is governed by the single trustee and we have responded accordingly, stating that the trust does not have contemporaneous documentation of meetings or action undertaken during the year.

Form 990, Page 6, Part VI, Line 8B

The trust is a veba trust under irc section 501(c)(9). It is governed by the trust document by which the trust was created. As such, it is governed by the single trustee and we have responded accordingly, stating that the trust does not have contemporaneous documentation of meetings or action undertaken during the year.

Form 990, Page 6, Part VI, Line 11B

The trust is a veba trust as defined under irc section 501(c)(9). It is governed by the trust document by which the trust was created. As such, it is govered by the single trustee, and we have responded accordingly. The tax return is prepared by an independent firm. The prepared return is then submitted to the person designated by the trustee for review before the return is signed and submitted for filing.

Form 990, Page 6, Part VI, Line 19

This is an irc section 501(c)(9) voluntary employees' beneficiary association which covers only eligible employees of unitil. There is no solicitation of contributions or involvement of the general public. Therefore, these documents are not made available to the general public.

Filing and Contact Details

Filer

Filer Name
Unitil Non-union Voluntary Employee
EIN
90-0241683
Phone
6037736483
Address
6 LIBERTY LANE WEST, HAMPTON, NH 03842-1720

Signing Officer

Name
Daniel Hurstak
Title
CFO/treasurer
Phone
6037720775
Signed
2023-11-09

Organization Details

Principal Officer
Daniel Hurstak
Formed
2004
Legal Domicile
Nh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Caron & Bletzer Ts Pllc
Address
BOX 969, KINGSTON, NH 03848
Preparer
Catherine E Caron CPA
Phone
6036588002
Raw XML Appendix297 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt015480
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt026095
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO FUND HEALTH AND WELFARE BENEFIT EXPENSES
IRS990/BenefitsToMembersGrp/ProgramServicesAmt01772243
IRS990/BenefitsToMembersGrp/TotalAmt01772243
IRS990/BooksInCareOfDetail/PersonNm0DANIEL HURSTAK
IRS990/BooksInCareOfDetail/PhoneNum06037736483
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06 LIBERTY LANE WEST
IRS990/BooksInCareOfDetail/USAddress/CityNm0HAMPTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd003842
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt01772243
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0474717
IRS990/CYOtherExpensesAmt0320579
IRS990/CYOtherRevenueAmt0-1161874
IRS990/CYProgramServiceRevenueAmt0994243
IRS990/CYRevenuesLessExpensesAmt0-1785736
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02092822
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0307086
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PAYMENT OF HEALTH AND WELFARE BENEFIT EXPENSES FOR UNITIL RETIREES, AS PERMITTED UNDER IRC SECTION 501(C)(9)
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt02092822
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt030990
IRS990/FeesForServicesAccountingGrp/TotalAmt030990
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt055333
IRS990/FeesForServicesManagementGrp/TotalAmt055333
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02575
IRS990/FeesForServicesOtherGrp/TotalAmt02575
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt022960
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt022960
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0SEI PRIVATE TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt025534
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt031285
IRS990/Form990PartVIISectionAGrp/TitleTxt0INSTITUTIONA
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0383944
IRS990/GainOrLossGrp/SecuritiesAmt0-79182
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0383944
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02223316
IRS990/GrossReceiptsAmt02609584
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0169955
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0169955
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09642542
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07027429
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02302498
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0TO FUND HEALTH AND WELFARE BENEFIT EXPENSES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt09279762
IRS990/NetAssetsOrFundBalancesEOYAmt07494026
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0304762
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0304762
IRS990/NetUnrelatedBusTxblIncmAmt0473215
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05300
IRS990/OtherAssetsTotalGrp/EOYAmt0492692
IRS990/OtherExpensesGrp/Desc0UNRELATED BUSINESS TAX
IRS990/OtherExpensesGrp/ProgramServicesAmt0208721
IRS990/OtherExpensesGrp/TotalAmt0208721
IRS990/OtherLiabilitiesGrp/BOYAmt0352600
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CHANGE IN DEFERRED UBIT
IRS990/OtherRevenueMiscGrp/Desc1NET DEPRECIATION IN FAIR VALU
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0681154
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1-1843028
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0681154
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-1843028
IRS990/OtherRevenueTotalAmt0-1161874
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DANIEL HURSTAK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0PLAN CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0994243
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0994243
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt01397847
IRS990/PYInvestmentIncomeAmt01016616
IRS990/PYOtherExpensesAmt0355051
IRS990/PYOtherRevenueAmt098435
IRS990/PYProgramServiceRevenueAmt01274203
IRS990/PYRevenuesLessExpensesAmt0636356
IRS990/PYTotalExpensesAmt01752898
IRS990/PYTotalRevenueAmt02389254
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-1785736
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0994243
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09279762
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07494026
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0351429
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1128648
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt28197
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt34418
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEFERRED TAX ASSET
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1TAXES RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2OTHER ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3DUE FROM PLAN SPONSOR
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0492692
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST IS A VEBA TRUST UNDER IRC SECTION 501(C)(9). IT IS GOVERNED BY THE TRUST DOCUMENT BY WHICH THE TRUST WAS CREATED. AS SUCH, IT IS GOVERNED BY THE SINGLE TRUSTEE AND WE HAVE RESPONDED ACCORDINGLY, STATING THAT THE TRUST DOES NOT HAVE CONTEMPORANEOUS DOCUMENTATION OF MEETINGS OR ACTION UNDERTAKEN DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST IS A VEBA TRUST UNDER IRC SECTION 501(C)(9). IT IS GOVERNED BY THE TRUST DOCUMENT BY WHICH THE TRUST WAS CREATED. AS SUCH, IT IS GOVERNED BY THE SINGLE TRUSTEE AND WE HAVE RESPONDED ACCORDINGLY, STATING THAT THE TRUST DOES NOT HAVE CONTEMPORANEOUS DOCUMENTATION OF MEETINGS OR ACTION UNDERTAKEN DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST IS A VEBA TRUST AS DEFINED UNDER IRC SECTION 501(C)(9). IT IS GOVERNED BY THE TRUST DOCUMENT BY WHICH THE TRUST WAS CREATED. AS SUCH, IT IS GOVERED BY THE SINGLE TRUSTEE, AND WE HAVE RESPONDED ACCORDINGLY. THE TAX RETURN IS PREPARED BY AN INDEPENDENT FIRM. THE PREPARED RETURN IS THEN SUBMITTED TO THE PERSON DESIGNATED BY THE TRUSTEE FOR REVIEW BEFORE THE RETURN IS SIGNED AND SUBMITTED FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS IS AN IRC SECTION 501(C)(9) VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION WHICH COVERS ONLY ELIGIBLE EMPLOYEES OF UNITIL. THERE IS NO SOLICITATION OF CONTRIBUTIONS OR INVOLVEMENT OF THE GENERAL PUBLIC. THEREFORE, THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITIL UNION VOLUNTARY EMPLOYEE BEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0204391011
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FUND EXPEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06 LIBERTY LANE WEST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HAMPTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0038421720
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL HURSTAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06037720775
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITIL NON-UNION VOLUNTARY EMPLOYEE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KINGSTON
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE E CARON CPA
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ReturnHeader/ReturnTs02023-11-09T10:28:28-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HURSTAK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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