UGI Utilities Inc Retiree Welfare Plan

EIN: 251775308

PITTSBURGH, PA

Total Revenue
$783,948
Total Expenses
$599,340
Total Assets
$10,775,886
Net Assets
$10,775,886
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
PA
Principal Officer
THE BANK OF NEW YORK MELLON
Phone
4122342242
Tax Period
2023-01-01 to 2023-12-31

UGI Utilities Inc Retiree Welfare Plan, founded in 1995, is a small nonprofit that reported $784K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $185K, a strong 24% operating margin.

Mission

PROVISION OF WELFARE BENEFITS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $783,948
Other Revenue $0
TOTAL REVENUE $783,948

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $178,395
TOTAL EXPENSES $599,340

Year-over-Year Comparison

2023 2022 Change
Revenue $783,948 $685,741 +0.1%
Expenses $599,340 $879,943 -0.3%
Net Income $184,608 $-194,202 -2.0%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
1
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
THE BANK OF NEW YORK MELLON TRUSTEE (SEE SCHEDULE O) 0.0
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $783,948 $599,340 $10,775,886 $184,608
2022 $685,741 $879,943 $10,591,278 $-194,202
2021 $1,906,410 $949,402 $10,794,775 $957,008
2020 $956,773 $989,163 $9,828,472 $-32,390
2019 $660,346 $116,119 $9,860,862 $544,227
2018 $854,143 $908,578 $9,316,635 $-54,435
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