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Unitarian Universalist Associationemployee Benefits Trust

  • Boston, MA
  • Tax-exempt since March 2009
  • EIN: 20-8079417

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$15.8M (2023)

Expenses
$16.2M (2023)

Total Assets
$3.98M (2023)

Total Liabilities
$604k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,775,398
Expenses
$16,222,689
Net Income
-$447,291
Net Assets
$3,374,998
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,667,798
99.3%
Investment Income $107,600
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $148,020
0.9%
Assets/Debt
Total Assets $3,978,811
Total Liabilities $603,813
Net Assets $3,374,998
Compensation
Key Employees and Officers Compensation Related Other
Andrew Mcgeorge (Treasurer, Cfo, Plan Admin) $0 $173,986 $56,207
Karin Ferguson (Trustee) $0 $0 $0
Barbara Johnson (Trustee) $0 $0 $0
William Lester From 07012022 (Trustee, Plan Sponsor) $0 $0 $0
Thomas Loughrey (Trustee) $0 $0 $0
Richard Nugent (Trustee) $0 $0 $0
Lucia Santini (Trustee) $0 $0 $0
John Vogt (Trustee) $0 $0 $0
Michael Wagner (Trustee) $0 $0 $0
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Document Links

990
Filed on May 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,671,058
Expenses
$16,751,986
Net Income
-$1,080,928
Net Assets
$3,760,894
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,550,853
99.2%
Investment Income $120,205
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $201,474
1.2%
Assets/Debt
Total Assets $4,657,213
Total Liabilities $896,319
Net Assets $3,760,894
Compensation
Key Employees and Officers Compensation Related Other
Andrew Mcgeorge (Treasurer, Cfo, Plan Admin) $0 $167,489 $56,995
Barbara Johnson (Trustee) $0 $0 $0
Thomas Loughrey (Trustee) $0 $0 $0
Lucia Santini (Trustee) $0 $0 $0
John Vogt (Trustee) $0 $0 $0
Karin Ferguson (Trustee) $0 $0 $0
Michael Wagner (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 11, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,746,018
Expenses
$15,695,921
Net Income
-$1,949,903
Net Assets
$5,351,452
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,598,466
98.9%
Investment Income $147,552
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $191,736
1.2%
Assets/Debt
Total Assets $5,887,062
Total Liabilities $535,610
Net Assets $5,351,452
Compensation
Key Employees and Officers Compensation Related Other
Andrew Mcgeorge (Treasurer, Cfo, Plan Admin) $0 $165,004 $51,119
Barbara Johnson (Trustee) $0 $0 $0
Thomas Loughrey (Trustee) $0 $0 $0
Lucia Santini (Trustee) $0 $0 $0
John Vogt (Trustee) $0 $0 $0
Karin Ferguson (Trustee) $0 $0 $0
Michael Wagner (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,064,832
Expenses
$13,935,389
Net Income
-$870,557
Net Assets
$6,846,700
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,907,831
98.8%
Investment Income $157,001
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $167,602
1.2%
Assets/Debt
Total Assets $7,414,753
Total Liabilities $568,053
Net Assets $6,846,700
Compensation
Key Employees and Officers Compensation Related Other
Timothy Brennan Treasurer Cfo (Plan Admin (Until 7/8/19)) $0 $132,043 $28,480
Andrew Mcgeorge Treasurer Cfo (Plan Admin (As Of 7/8/19)) $0 $81,039 $16,896
Barbara Johnson (Trustee) $0 $0 $0
Thomas Loughrey (Trustee) $0 $0 $0
Lucia Santini (Trustee) $0 $0 $0
John Vogt (Trustee) $0 $0 $0
Karin Ferguson (Trustee) $0 $0 $0
Michael Wagner (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 13, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,108,612
Expenses
$12,225,202
Net Income
-$116,590
Net Assets
$7,545,651
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,929,157
98.5%
Investment Income $179,455
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $157,097
1.3%
Assets/Debt
Total Assets $7,768,143
Total Liabilities $222,492
Net Assets $7,545,651
Compensation
Key Employees and Officers Compensation Related Other
Timothy Brennan (Treasurer, Cfo, Plan Admin) $0 $170,019 $35,993
Barbara Johnson (Trustee) $0 $0 $0
Thomas Loughrey (Trustee) $0 $0 $0
Lucia Santini (Trustee) $0 $0 $0
John Vogt (Trustee) $0 $0 $0
Karin Ferguson (Trustee) $0 $0 $0
Michael Wagner (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 14, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,642,472
Expenses
$10,202,435
Net Income
$1,440,037
Net Assets
$7,381,608
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,497,560
98.8%
Investment Income $144,912
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $151,459
1.5%
Assets/Debt
Total Assets $7,544,026
Total Liabilities $162,418
Net Assets $7,381,608
Compensation
Key Employees and Officers Compensation Related Other
Timothy Brennan (Treasurer, Cfo, Plan Admin) $0 $167,888 $35,072
Barbara Johnson (Trustee) $0 $0 $0
Thomas Loughrey (Trustee) $0 $0 $0
Lucia Santini (Trustee) $0 $0 $0
John Vogt (Trustee) $0 $0 $0
Karin Ferguson (Trustee) $0 $0 $0
Michael Wagner (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 2, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,078,826
Expenses
$9,030,523
Net Income
$2,048,303
Net Assets
$5,954,534
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,013,083
99.4%
Investment Income $65,743
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $170,684
1.9%
Assets/Debt
Total Assets $6,292,967
Total Liabilities $338,433
Net Assets $5,954,534
Compensation
Key Employees and Officers Compensation Related Other
Timothy Brennan (Treasurer, Cfo, Plan Administrator) $0 $162,724 $37,155
Jan Sammons (Trustee) $0 $0 $0
Barbara Johnson (Trustee) $0 $0 $0
Thomas Loughrey (Trustee) $0 $0 $0
Lucia Santini (Uua Financial Advisor) $0 $0 $0
John Vogt (Trustee) $0 $0 $0
Suzyn Smith Webb (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on April 13, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,756,477
Expenses
$11,501,545
Net Income
-$745,068
Net Assets
$3,837,597
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,678,645
99.3%
Investment Income $77,832
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $174,820
1.5%
Assets/Debt
Total Assets $4,890,813
Total Liabilities $1,053,216
Net Assets $3,837,597
Compensation
Key Employees and Officers Compensation Related Other
Timothy Brennan (Treasurer, Cfo, Plan Administrator) $0 $159,482 $34,595
Jan Sammons (Trustee) $0 $0 $0
Barbara Johnson (Trustee) $0 $0 $0
Thomas Loughrey (Trustee) $0 $0 $0
Larry Ladd (Uua Financial Advisor) $0 $0 $0
John Vogt (Trustee) $0 $0 $0
Suzyn Smith Webb (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 11, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,269,502
Expenses
$10,589,934
Net Income
-$320,432
Net Assets
$4,554,612
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,200,011
99.3%
Investment Income $69,491
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $171,121
1.6%
Assets/Debt
Total Assets $4,801,553
Total Liabilities $246,941
Net Assets $4,554,612
Compensation
Key Employees and Officers Compensation Related Other
Timothy Brennan (Treasurer, Cfo, Plan Administrator) $0 $158,973 $20,468
Jan Sammons (Trustee) $0 $0 $0
Barbara Johnson (Trustee) $0 $0 $0
Thomas Loughrey (Trustee) $0 $0 $0
Larry Ladd (Uua Financial Advisor) $0 $0 $0
Paul Alan Bluestein (Trustee) $0 $0 $0
Kathleen Burek (Trustee) $0 $0 $0
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990
Filed on April 27, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,809,922
Expenses
$9,804,842
Net Income
$5,080
Net Assets
$4,892,156
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,727,363
99.2%
Investment Income $82,559
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $141,647
1.4%
Assets/Debt
Total Assets $5,512,168
Total Liabilities $620,012
Net Assets $4,892,156
Compensation
Key Employees and Officers Compensation Related Other
Tim Brennan (Treasurer, Cfo And Plan Ad) $0 $152,592 $19,063
Jan Sammons (Trustee) $0 $0 $0
David Tedesco (Trustee) $0 $0 $0
Brent Wilkes (Trustee) $0 $0 $0
Larry Ladd (Uua Financial Advisor) $0 $0 $0
Paul Alan Bluestein (Trustee) $0 $0 $0
Kathleen Burek (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 13, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,142,265
Expenses
$9,572,876
Net Income
-$430,611
Net Assets
$4,893,454
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,079,043
99.3%
Investment Income $63,222
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $129,738
1.4%
Assets/Debt
Total Assets $5,192,491
Total Liabilities $299,037
Net Assets $4,893,454

Document Links

990
Filed on July 3, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,547,272
Expenses
$8,405,745
Net Income
$141,527
Net Assets
$5,321,731
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,490,048
99.3%
Investment Income $57,224
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $118,341
1.4%
Assets/Debt
Total Assets $5,937,621
Total Liabilities $615,890
Net Assets $5,321,731

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,930,555
Expenses
$5,907,895
Net Income
$2,022,660
Net Assets
$5,140,803
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,895,072
99.6%
Investment Income $35,483
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $121,480
2.1%
Assets/Debt
Total Assets $5,815,070
Total Liabilities $674,267
Net Assets $5,140,803

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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