STRATEGY STUDIO / PUBLIC DATA EXPLORER

UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUST: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUST (EIN 20-4391011)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-12
IRS object ID
201323169349304217
Schema version
2012v2.1
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)
Timestamp2013-11-12T13:28:13-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN420714325EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line180 CITY SQUAREAddressLine1
CityBOSTONCity
StateMAState
ZIP Code021293742ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN204391011EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlUNITNameControl
Phone6037736400Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line16 LIBERTY LANEAddressLine1
CityHAMPTONCity
StateNHState
ZIP Code038421720ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGEORGE LONGName
TitleVICE PRESIDENTTitle
Phone6037736400Phone
Date Signed2013-11-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLYNNE JOHNSONName
PTINP00757336PTIN
Phone6179129000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonGEORGE LONGNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line16 LIBERTY LANEAddressLine1
CityHAMPTONCity
StateNHState
ZIP Code03842ZIPCode
FieldValueIRS element (for citing)
Gross Receipts4004675GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation2004YearFormation
State Legal DomicileNHStateLegalDomicile
Activity Or Mission DescriptionTO FUND HEALTH AND WELFARE BENEFIT EXPENSES.ActivityOrMissionDescription
Nbr Voting Members Governing Body1NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year5619ProgramServiceRevenuePriorYear
Program Service Revenue CY922488ProgramServiceRevenueCY
Investment Income Prior Year103399InvestmentIncomePriorYear
Investment Income Current Year113545InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year109018TotalRevenuePriorYear
Total Revenue Current Year1036033TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year790917BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY1129497BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year20594OtherExpensePriorYear
Other Expenses Current Year22812OtherExpensesCurrentYear
Total Expenses Prior Year811511TotalExpensesPriorYear
Total Expenses Current Year1152309TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-702493RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-116276RevenuesLessExpensesCY
Total Assets BOY940880TotalAssetsBOY
Total Assets EOY854799TotalAssetsEOY
Total Liabilities BOY35553TotalLiabilitiesBOY
Total Liabilities EOY65748TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY905327NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY789051NetAssetsOrFundBalancesEOY
Mission DescriptionPAYMENT OF HEALTH AND WELFARE BENEFIT EXPENSES FOR UNITIL RETIREES.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionPAYMENT OF HEALTH AND WELFARE BENEFIT EXPENSES FOR UNITIL RETIREES, AS PERMITTED UNDER IRC SECTION 501(C)(9).Description
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members1NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body0MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1GEORGE LONGBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6037736490TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line16 LIBERTY LANE WESTAddressLine1
CityHAMPTONCity
StateNHState
ZIP Code03842ZIPCode

Form990 Part VII Section A Form990PartVIISectionA

FieldValueIRS element (for citing)
Name PersonSEI PRIVATE TRUST COMPANYNamePerson
TitleTRUSTEETitle
Average Hours Per Week5.00AverageHoursPerWeek
Institutional TrusteeXInstitutionalTrustee
Reportable Comp From Organization5959ReportableCompFromOrganization
Reportable Comp From Related Orgs17522ReportableCompFromRelatedOrgs
Other Compensation0OtherCompensation
FieldValueIRS element (for citing)
Total Reportable Comp From Org5959TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs17522TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionPLAN CONTRIBUTIONSDescription
Business Code525100BusinessCode
Total Revenue Column922488TotalRevenueColumn
Related Or Exempt Function Income922488RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue922488TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column20310TotalRevenueColumn
Exclusion$20,310ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities3061877Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities2968642Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities93235Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column93235TotalRevenueColumn
Exclusion$93,235ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1036033TotalRevenueColumn
Related Or Exempt Function Income922488RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$113,545ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total1129497Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total16853Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total5517Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total442Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1152309Total

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY939489BOY
EOY851806EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
EOY2162EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1391BOY
EOY831EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY940880BOY
EOY854799EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY35553BOY
EOY65748EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY35553BOY
EOY65748EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY905327BOY
EOY789051EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY905327BOY
EOY789051EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY940880BOY
EOY854799EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-116276ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings
Footnote In Part XIIIXFootnoteInPartXIII

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X, LINE 2:ReturnReference
ExplanationGAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN, AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN ANY UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2009.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 8ATHE 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 DOES NOT HAVE A GOVERNING BODY AND WE HAVE RESPONDED ACCORDINGLY, STATING THAT THE TRUST DOES NOT HAVE CONTEMPORANEOUS DOCUMENTATION OF MEETINGS OR ACTIONS UNDERTAKEN DURING THE YEAR.
FORM 990, PART VI, SECTION A, LINE 8BTHE 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 DOES NOT HAVE A GOVERNING BODY AND/OR A COMMITTEE AND WE HAVE RESPONDED ACCORDINGLY, STATING THAT THE TRUST DOES NOT HAVE CONTEMPORANEOUS DOCUMENTATION OF MEETINGS OR ACTIONS UNDERTAKEN DURING THE YEAR.
FORM 990, PART VI, SECTION B, LINE 11THE 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 DOES NOT HAVE A GOVERNING BODY 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 TRUST FOR REVIEW BEFORE THE RETURN IS SIGNED AND SUBMITTED FOR FILING.
FORM 990, PART VI, SECTION C, LINE 19THIS IS A 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.
FORM 990, PART VIISEI PRIVATE TRUST COMPANY - 1 FREEDOM VALLEY DRIVE, OAKS, PA 19456.CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1UNITIL NON-UNION VOLUNTARY EMPLOYEE BENEFIT TRUSTBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line16 LIBERTY LANEAddressLine1
CityHAMPTONCity
StateNHState
ZIP Code03842ZIPCode
FieldValueIRS element (for citing)
EIN204391011EIN
Primary ActivitiesVEBA - TO FUND BENEFIT EXPENSESPrimaryActivities
Legal Domicile StateNHLegalDomicileState
Exempt Code Section501(C)(9)ExemptCodeSection
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg