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UNITARIAN UNIVERSALIST ASSOCIATION

BOSTON, MAEIN: 20-8079417

Data sourced from IRS 990 public filings

UNITARIAN UNIVERSALIST ASSOCIATION 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.

Local (City/County Level)
Direct Service Delivery
Adults (Ages 26-64)
Healthcare Access & Coverage

Annual Revenue

$18,236,939

Known Funders

1

Grants Received

3

Financial History

YearRevenueExpensesAssets
2023$18,236,939$16,649,019$5,909,068
2022$15,775,398$16,222,689$3,978,811
2021$15,671,058$16,751,986$4,657,213
2020$13,746,018$15,695,921$5,887,062
2019$13,064,832$13,935,389$7,414,753
2018$12,108,612$12,225,202$7,768,143
2017$11,642,472$10,202,435$7,544,026
2016$11,078,826$9,030,523$6,292,967

Top Funders

$18,699 (2022)
$18,378 (2021)
$12,079 (2023)

Key Personnel

From 2023 IRS 990 filing

C

CAREY MCDONALD

EXECUTIVE VP, PLAN SPONSOR

Officer
A

ANDREW MCGEORGE TREASURER CFO

PLAN ADMIN (UNTIL 7/24)

Officer
W

WILLIAM LESTER

TRUSTEE, PLAN ADMIN

Officer
K

KARIN FERGUSON

TRUSTEE

B

BARBARA JOHNSON

TRUSTEE

T

THOMAS LOUGHREY

TRUSTEE

R

RICHARD NUGENT

TRUSTEE

L

LUCIA SANTINI

TRUSTEE

J

JOHN VOGT

TRUSTEE

M

MICHAEL WAGNER

TRUSTEE

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