STRATEGY STUDIO / PUBLIC DATA EXPLORER

UNIFIED FIRE AUTHORITY HEALTH AND WELFARE TRUST: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
UNIFIED FIRE AUTHORITY HEALTH AND WELFARE TRUST (EIN 46-1919035)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202321359349319392
Schema version
2021v4.2
Note
A later return for the same period supersedes this one.
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T20:55:11-04:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454218077PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JEFF HILL CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1415 Medical Dr Ste C102AddressLine1Txt
CityBountifulCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84010ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461919035EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIFIED FIRE AUTHORITY HEALTH AND WELFARE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIFBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13380 S 900 WAddressLine1Txt
CityWEST VALLEY CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84119ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTHONY HILLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8017437200PhoneNum
Signature2022-10-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANTHONYPersonFirstNm
Person LastHILLPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey B HillPreparerPersonNm
PTINP00113015PTIN
Phone8012985555PhoneNum
Preparation2023-05-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$645,147GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2012FormationYr
Legal Domicile StateUTLegalDomicileStateCd
Activity Or MissionTHE PLAN WAS ESTABLISHED TO PROVIDE FOR THE REIMBURSEMENT OF POST-RETIREMENT AND POST-TERMINATION OUT-OF-POCKET MEDICAL EXPENSES, INCLUDING HEALTH INSURANCE PREMIUMS FOR ALL ELIGIBLE EMPLOYEES.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,200PYContributionsGrantsAmt
CY Contributions Grants$4,200CYContributionsGrantsAmt
PY Program Service Revenue$190,093PYProgramServiceRevenueAmt
CY Program Service Revenue$534,337CYProgramServiceRevenueAmt
PY Investment Income$96,789PYInvestmentIncomeAmt
CY Investment Income$106,610CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$291,082PYTotalRevenueAmt
CY Total Revenue$645,147CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$200,823PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$186,846CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$39,155PYOtherExpensesAmt
CY Other Expenses$43,206CYOtherExpensesAmt
PY Total Expenses$239,978PYTotalExpensesAmt
CY Total Expenses$230,052CYTotalExpensesAmt
PY Revenues Less Expenses$51,104PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$415,095CYRevenuesLessExpensesAmt
Total Assets BOY$5,570,305TotalAssetsBOYAmt
Total Assets EOY$5,213,202TotalAssetsEOYAmt
Total Liabilities EOY$4,200TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,570,305NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,209,002NetAssetsOrFundBalancesEOYAmt
MissionTHE PLAN WAS ESTABLISHED TO PROVIDE FOR THE REIMBURSEMENT OF POST-RETIREMENT AND POST-TERMINATION OUT-OF-POCKET MEDICAL EXPENSES, INCLUDING HEALTH INSURANCE PREMIUMS FOR ALL ELIGIBLE EMPLOYEES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$230,052ExpenseAmt
DescTHE PLAN WAS ESTABLISHED TO PROVIDE FOR THE REIMBURSEMENT OF POST-RETIREMENT AND POST-TERMINATION OUT-OF-POCKET MEDICAL EXPENSES, INCLUDING HEALTH INSURANCE PREMIUMS FOR ALL ELIGIBLE EMPLOYEES.Desc
Total Program Service Expenses$230,052TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDAWNETTE BUTTERWORTH-COMPUSYSPersonNm
Phone8019731001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12156 W 2200 SAddressLine1Txt
CityWEST VALLEY CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84119ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BRIAN ROBERTS
TRUSTEE1.0040.00Yes (X)$0$174,326$47,504
L RILEY PILGRIM
CHAIR1.0040.00Yes (X)$0$163,383$50,558
ANTHONY HILL
TRUSTEE1.0040.00Yes (X)$0$159,517$40,758
ARRIANN WOOLF
TRUSTEE1.0040.00Yes (X)$0$148,366$42,668
JEREMY ROBERTSON
TRUSTEE1.0040.00Yes (X)$0$143,239$38,019
DOMINIC BURCHETT
TRUSTEE1.0040.00Yes (X)$0$122,206$46,580
JAY ZIOLKOWSKI
FORMER TRUSTEE1.0040.00Yes (X)$0$116,976$24,101
KARLA RICKARDS
TRUSTEE1.0040.00Yes (X)$0$102,613$28,757
DAVID BANNER
VICE CHAIR1.0040.00Yes (X)$0$92,704$24,392
WILLIAM BRASS
TRUSTEE1.0040.00Yes (X)$0$66,711$0
MICHAEL WATSON
FORMER TRUSTEE1.0040.00Yes (X)$0$52,951$1,454
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,342,992TotReportableCompRltdOrgAmt
Total Other Compensation$344,791TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$4,200AllOtherContributionsAmt
Total Contributions$4,200TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEMPLOYER CONTRIBUTIONSDesc
Business525100BusinessCd
Total Revenue Column$534,337TotalRevenueColumnAmt
Related Or Exempt Func Income$534,337RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$534,337TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$106,610TotalRevenueColumnAmt
Exclusion$106,610ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$645,147TotalRevenueColumnAmt
Related Or Exempt Func Income$534,337RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$106,610ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$186,846TotalAmt
Program Services$186,846ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$43,206TotalAmt
Program Services$43,206ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$230,052TotalAmt
Program Services$230,052ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$252,521BOYAmt
EOY$279,580EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,764BOYAmt
EOY$4,200EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,302,020BOYAmt
EOY$4,929,422EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,570,305BOYAmt
EOY$5,213,202EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$4,200EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$4,200EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,570,305BOYAmt
EOY$5,209,002EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,570,305BOYAmt
EOY$5,209,002EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,570,305BOYAmt
EOY$5,213,202EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$415,095ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$776,398NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
EXCHANGE TRADED FUNDS
FIXED INCOME SECURITIES$191,257
MUTUAL FUNDS$4,005,719
PREFERRED SECURITIES
EQUITY AND OPTIONS$732,446
FieldValueIRS element (for citing)
Total Book Value Other Assets$4,929,422TotalBookValueOtherAssetsAmt
Total Rev Etc Audited Fincl Stmt$645,147TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$645,147RevenueSubtotalAmt
Total Revenue Per Form990$645,147TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$230,052TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$230,052ExpensesSubtotalAmt
Total Expenses Per Form990$230,052TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
ANTHONY HILL
TRUSTEE$159,517$28,997$11,761$200,275
BRIAN ROBERTS
TRUSTEE$174,326$32,322$15,182$221,830
JEREMY ROBERTSON
TRUSTEE$143,239$21,886$16,133$181,258
ARRIANN WOOLF
TRUSTEE$148,366$26,535$16,133$191,034
L RILEY PILGRIM
CHAIR$163,383$34,425$16,133$213,941
DOMINIC BURCHETT
TRUSTEE$122,206$30,447$16,133$168,786

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Committee meeting documentation Part VI line 8bTHERE ARE NO SEPARATE COMMITTEES AUTHORIZED TO ACT FOR THE BOARD.
Form 990 governing body review Part VI line 11THE TRUSTEES WILL REVIEW THE FORM 990 PRIOR TO THE FILING OF THE RETURN.
Governing documents etc available to public Part VI line 19GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1UNIFIED FIRE AUTHORITYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13380 S 900 WAddressLine1Txt
CityWEST VALLEY CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84119ZIPCd
FieldValueIRS element (for citing)
EIN753134967EIN
Primary ActivitiesFIRE PROTECTIONPrimaryActivitiesTxt
Legal Domicile StateUTLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd