Loading organization details...
Loading organization details...
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.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$18.2M
Total Contributions
$0
Total Expenses
▼$16.6M
Total Assets
$5.9M
Total Liabilities
▼$750.1K
Net Assets
$5.2M
Officer Compensation
→N/A
Other Salaries
$163.8K
Investment Income
$127.6K
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2023 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $18.2M | $0 | $16.6M | $5.9M | $5.2M |
| 2022IRS e-File | $15.8M | $0 | $16.2M | $4M | $3.4M |
| 2021 | $13.7M | $0 | $15.7M | $5.9M | $5.4M |
| 2020 | $13.1M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2023)
Organization info: IRS Business Master File
| Total |
|---|
| Carey Mcdonald | Executive Vp, Plan Sponsor | 3 | $0 | $190.7K | $39.3K | $230K |
| Andrew Mcgeorge Treasurer Cfo | Plan Admin (until 7/24) | 3 | $0 | $112.3K | $17.9K | $130.2K |
| William Lester | Trustee, Plan Admin | 0.5 | $0 | $0 | $0 | $0 |
Carey Mcdonald
Executive Vp, Plan Sponsor
$230K
Hrs/Wk
3
Compensation
$0
Related Orgs
$190.7K
Other
$39.3K
Andrew Mcgeorge Treasurer Cfo
Plan Admin (until 7/24)
$130.2K
Hrs/Wk
3
Compensation
$0
Related Orgs
$112.3K
Other
$17.9K
William Lester
Trustee, Plan Admin
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Barbara Johnson | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| John Vogt | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Karin Ferguson | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Lucia Santini | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Michael Wagner | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Richard Nugent | Trustee | 0.5 |
Barbara Johnson
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
John Vogt
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Karin Ferguson
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
| $0 |
| $13.9M |
| $7.4M |
| $6.8M |
| 2019 | $12.1M | $0 | $12.2M | $7.8M | $7.5M |
| 2018 | $11.6M | $0 | $10.2M | $7.5M | $7.4M |
| 2017 | $11.1M | $0 | $9M | $6.3M | $6M |
| 2016 | $10.8M | $0 | $11.5M | $4.9M | $3.8M |
| 2015 | $10.3M | $0 | $10.6M | $4.8M | $4.6M |
| 2014 | $9.8M | $0 | $9.8M | $5.5M | $4.9M |
| 2013 | $9.1M | $0 | $9.6M | $5.2M | $4.9M |
| 2012 | $8.5M | $0 | $8.4M | $5.9M | $5.3M |
| 2011 | $7.9M | $0 | $5.9M | $5.8M | $5.1M |
| 2021 | 990 | Data |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| $0 |
| $0 |
| $0 |
| $0 |
| Thomas Loughrey | Trustee | 0.5 | $0 | $0 | $0 | $0 |
Lucia Santini
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Michael Wagner
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Richard Nugent
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Thomas Loughrey
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0