Nonprofit · EIN 20-8079417
UNITARIAN UNIVERSALIST ASSOCIATIONEMPLOYEE BENEFITS TRUST
Tax-exempt · BOSTON, MA 02210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $18,013,992 | $19,947,138 | -$1,933,146 | $4,514,884 | $1,022,928 | $3,491,956 |
| June 30, 2024 | 990 | $18,236,939 | $16,649,019 | $1,587,920 | $5,909,068 | $750,125 | $5,158,943 |
| June 30, 2023 | 990 | $15,775,398 | $16,222,689 | -$447,291 | $3,978,811 | $603,813 | $3,374,998 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $18,011,964
- Investment income
- $2,028
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $18,368,594
- Other salaries and wages
- $178,491
- Salaries, compensation and benefits (total)
- $243,873
- Professional fundraising fees
- $0
- Legal fees
- $7,256
- Accounting fees
- $66,638
- Occupancy
- $26,845
- Travel
- $34,748
Balance sheet and other
- Total assets, start of year
- $5,909,068
- Total assets, end of year
- $4,514,884
- Total liabilities, end of year
- $1,022,928
- Net assets, end of year
- $3,491,956
- Publicly traded securities
- $972,814
- Gross receipts
- $18,013,992
- Employees
- 0
- Volunteers
- 9
- Year formed
- 2006
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CAREY MCDONALD | EXECUTIVE VP, PLAN SPONSOR Officer | 3 | $0 | $187,809 | $49,592 |
| DAVID VALENTINE | TRUSTEE, VP FINANCE & INVESTMENTS Trustee or director, Officer | 3 | $0 | $48,234 | $10,589 |
| HUGH DENNIS | TRUSTEE, PLAN ADMIN Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| WILLIAM LESTER | TRUSTEE, PLAN ADMIN (THRU 12/24) Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JEANNIE KELLEY | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| MICHELE DAVID | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| THOMAS LOUGHREY | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| RICHARD NUGENT | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JIMMY LIU | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| TODD HESS | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| ROBERT ESSINK | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| CHRIS CHEPEL | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CAREY MCDONALD | EXECUTIVE VP, PLAN SPONSOR Officer | 3 | $0 | $190,716 | $39,321 |
| ANDREW MCGEORGE TREASURER CFO | PLAN ADMIN (UNTIL 7/24) Trustee or director, Officer | 3 | $0 | $112,280 | $17,943 |
| WILLIAM LESTER | TRUSTEE, PLAN ADMIN Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| KARIN FERGUSON | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| BARBARA JOHNSON | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| THOMAS LOUGHREY | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| RICHARD NUGENT | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| LUCIA SANTINI | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JOHN VOGT | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| MICHAEL WAGNER | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANDREW MCGEORGE | TREASURER, CFO, PLAN ADMIN Trustee or director, Officer | 3 | $0 | $173,986 | $56,207 |
| KARIN FERGUSON | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| BARBARA JOHNSON | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| WILLIAM LESTER FROM 07012022 | TRUSTEE, PLAN SPONSOR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| THOMAS LOUGHREY | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| RICHARD NUGENT | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| LUCIA SANTINI | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JOHN VOGT | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| MICHAEL WAGNER | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 24 FARNSWORTH STREET, BOSTON, MA 02210-1409
- In care of
- % TIMOTHY BRENNAN
- Principal officer (990 for 2024)
- DAVID VALENTINE, 24 FARNSWORTH STREET, BOSTON, MA 022101409
- Signed the 990
- DAVID VALENTINE, TRUSTEE, VP FINANCE & INVESTMENTS
- Phone
- (617) 948-4305
- Return prepared by
- RSM US LLP
Mission
THE PURPOSE OF THE TRUST IS TO FUND A SELF-FUNDED HEALTH INSURANCE PLAN FOR THE STAFFS OF UNITARIAN UNIVERSALIST CONGREGATIONS, THE UUA HEADQUARTERS AND FIELD STAFFS, AND OTHER ELIGIBLE PERSONS.
Program accomplishments
- THE UNITARIAN UNIVERSALIST ASSOCIATION EMPLOYEE BENEFITS TRUST (THE "TRUST") WAS ESTABLISHED BY THE UNITARIAN UNIVERSALIST ASSOCIATION (UUA) BOARD OF DIRECTORS ON OCTOBER 22, 2006, AND BECAME EFFECTIVE ON JANUARY 1, 2007. THE PURPOSE OF THE TRUST IS TO FUND A SELF-FUNDED HEALTH INSURANCE PLAN FOR THE STAFFS OF UNITARIAN UNIVERSALIST CONGREGATIONS, THE UUA HEADQUARTERS AND FIELD STAFFS, AND OTHER ELIGIBLE PERSONS. THE TRUST ESTABLISHED THE UNITARIAN UNIVERSALIST ORGANIZATION HEALTH PLAN TO PROVIDE MEDICAL AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE EMPLOYEES AND ELIGIBLE RETIREES (AND THEIR ELIGIBLE DEPENDENTS) OF EMPLOYERS AND INDIVIDUALS WHO SUBSCRIBE TO THE PLAN AND TRUST. SUBSCRIBING EMPLOYERS INCLUDE CONGREGATIONS AND OTHER ENTITIES AFFILIATED WITH THE UUA. SUBSCRIBING INDIVIDUALS INCLUDE SELF-EMPLOYED UNITARIAN UNIVERSALIST COMMUNITY MINISTERS AND UNITARIAN UNIVERSALIST COMMUNITY MINISTERS WORKING IN A MINISTERIAL CAPACITY FOR AN EMPLOYER THAT DOES NOT OFFER A HEALTH INSURANCE PLAN.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-8079417
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $4,514,884
- Income (IRS master file)
- $18,013,992
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $18,013,992 | $19,947,138 | $4,514,884 | IRS |
| 990 | June 2024 | $18,236,939 | $16,649,019 | $5,909,068 | IRS |
| 990 | June 2023 | $15,775,398 | $16,222,689 | $3,978,811 | XML |
| 990 | June 2022 | $15,671,058 | $16,751,986 | $4,657,213 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8079417).
Questions about UNITARIAN UNIVERSALIST ASSOCIATIONEMPLOYEE BENEFITS TRUST
- What is the EIN of UNITARIAN UNIVERSALIST ASSOCIATIONEMPLOYEE BENEFITS TRUST?
- The employer identification number (EIN) of UNITARIAN UNIVERSALIST ASSOCIATIONEMPLOYEE BENEFITS TRUST is 20-8079417.
- Is UNITARIAN UNIVERSALIST ASSOCIATIONEMPLOYEE BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
- Are donations to UNITARIAN UNIVERSALIST ASSOCIATIONEMPLOYEE BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITARIAN UNIVERSALIST ASSOCIATIONEMPLOYEE BENEFITS TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITARIAN UNIVERSALIST ASSOCIATIONEMPLOYEE BENEFITS TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITARIAN UNIVERSALIST ASSOCIATIONEMPLOYEE BENEFITS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITARIAN UNIVERSALIST ASSOCIATIONEMPLOYEE BENEFITS TRUST?
- The 990 for the year ended June 30, 2025 names DAVID VALENTINE.
- Who are the officers and directors of UNITARIAN UNIVERSALIST ASSOCIATIONEMPLOYEE BENEFITS TRUST?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does UNITARIAN UNIVERSALIST ASSOCIATIONEMPLOYEE BENEFITS TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $18,013,992, expenses of $19,947,138 and total assets of $4,514,884 at year end.
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