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Ugi Utilities Inc Retiree Welfare Plan Ugi 174869

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$784k (2023)

Expenses
$599k (2023)

Total Assets
$10.8M (2023)

Total Liabilities
$0 (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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$783,948
Expenses
$599,340
Net Income
$184,608
Net Assets
$10,775,886
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $359,842
45.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $424,106
54.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,775,886
Total Liabilities $0
Net Assets $10,775,886
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$685,741
Expenses
$879,943
Net Income
-$194,202
Net Assets
$10,591,278
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $315,315
46.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $370,426
54.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $8,360
1.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,591,278
Total Liabilities $0
Net Assets $10,591,278
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $8,360 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,906,410
Expenses
$949,402
Net Income
$957,008
Net Assets
$10,785,480
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $290,588
15.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,615,822
84.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $24,411
2.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,794,775
Total Liabilities $9,295
Net Assets $10,785,480
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $24,411 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$956,773
Expenses
$989,163
Net Income
-$32,390
Net Assets
$9,828,472
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $318,300
33.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $638,473
66.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $11,331
1.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,828,472
Total Liabilities $0
Net Assets $9,828,472
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $11,331 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$660,346
Expenses
$116,119
Net Income
$544,227
Net Assets
$9,860,862
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $351,358
53.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $308,988
46.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $32,199
27.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,860,862
Total Liabilities $0
Net Assets $9,860,862
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York M (Trustee (See Schedule O)) $32,199 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$854,143
Expenses
$908,578
Net Income
-$54,435
Net Assets
$9,316,635
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $324,617
38.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $529,526
62.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $27,191
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,316,635
Total Liabilities $0
Net Assets $9,316,635
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $27,191 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,323,967
Expenses
$653,055
Net Income
$670,912
Net Assets
$9,371,070
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $305,367
23.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,018,600
76.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $10,579
1.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,382,016
Total Liabilities $10,946
Net Assets $9,371,070
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $10,579 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$427,116
Expenses
$237,023
Net Income
$190,093
Net Assets
$8,700,158
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $296,492
69.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $130,624
30.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $44,547
18.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,708,580
Total Liabilities $8,422
Net Assets $8,700,158
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $44,547 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$440,960
Expenses
$355,258
Net Income
$85,702
Net Assets
$8,510,065
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $311,791
70.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $129,169
29.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $44,383
12.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,517,987
Total Liabilities $7,922
Net Assets $8,510,065
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $44,383 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$346,456
Expenses
$436,331
Net Income
-$89,875
Net Assets
$8,424,363
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $259,794
75.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $86,662
25.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $24,860
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,431,804
Total Liabilities $7,441
Net Assets $8,424,363
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $24,860 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$803,647
Expenses
$873,223
Net Income
-$69,576
Net Assets
$8,514,238
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $234,697
29.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $568,950
70.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $11,881
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,521,707
Total Liabilities $7,469
Net Assets $8,514,238
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $11,881 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$939,439
Expenses
$946,431
Net Income
-$6,992
Net Assets
$8,583,814
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $544,426
58.0%
Investment Income $240,503
25.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $154,510
16.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $7,580
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,589,592
Total Liabilities $5,778
Net Assets $8,583,814

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$718,663
Expenses
$956,845
Net Income
-$238,182
Net Assets
$8,590,806
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $326,066
45.4%
Investment Income $233,925
32.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $158,672
22.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,865
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,598,413
Total Liabilities $7,607
Net Assets $8,590,806

Document Links

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
2006

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

Fiscal Year Ending Dec.
2005

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

Fiscal Year Ending Dec.
2004

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

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.

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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 »

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