Unitarian Universalist Associationemployee Benefits Trust
Unitarian Universalist Associationemployee Benefits Trust's network
9 people3 organisationsi9 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (9). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
9 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 9 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Andrew McGeorge | Treasurer, CFO, Plan Admin | 2021 | 5 yrs |
| Barbara Johnson | Trustee | 2018 | 8 yrs |
| John Vogt | Trustee | 2018 | 8 yrs |
| Karin Ferguson | Trustee | 2018 | 8 yrs |
| Lucia Santini | Trustee | 2018 | 8 yrs |
| Michael Wagner | Trustee | 2018 | 8 yrs |
| Richard Nugent | Trustee | 2023 | 3 yrs |
| Thomas Loughrey | Trustee | 2018 | 8 yrs |
| William Lester from 07012022 | Trustee, Plan Sponsor | 2023 | 3 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| David Valentine | Trustee, VP Finance & Investments | 3 | $0 | $48k | $11k |
| Hugh Dennis | Trustee, Plan Admin | 0.5 | $0 | ||
| William Lester | Trustee, Plan Admin (Thru 12/24) | 0.5 | $0 | ||
| Jeannie Kelley | Trustee | 0.5 | $0 | ||
| Michele David | Trustee | 0.5 | $0 | ||
| Thomas Loughrey | Trustee | 0.5 | $0 | ||
| Richard Nugent | Trustee | 0.5 | $0 | ||
| Jimmy Liu | Trustee | 0.5 | $0 | ||
| Todd Hess | Trustee | 0.5 | $0 | ||
| Robert Essink | Trustee | 0.5 | $0 | ||
| Chris Chepel | Trustee | 0.5 | $0 | ||
| Carey McDonald | Executive VP, Plan Sponsor | 3 | $0 | $188k | $50k |
About
- Legal name
- Unitarian Universalist Associationemployee Benefits Trust
- EIN
- 208079417
- Address
- 24 Farnsworth Street, Boston, MA, 02210-1409
- State
- Massachusetts
- 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. (as filed on the Form 990)
- Activity (NTEE)
- Y43 Mutual and membership benefit
- IRS classification
- 501(c)09 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Mutual & Membership Benefit
- Size band
- 6 (IRS master file code)
- Formed
- 2006
- Principal officer
- David Valentine (as named on the Form 990)
- IRS ruling date
- 1 March 2009
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsBarbara Johnson
≥8years on the filingsJohn Vogt
≥8years on the filingsKarin Ferguson
≥8years on the filingsLucia Santini
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $4.5m
- Total liabilities
- $1m
- Net assets or fund balances
- $3.5m
- Contributions and grants received
- $0
- Program service revenue
- $18m
- Employees
- 0
- Volunteers
- 9