Civic Intelligence

School Employees Benefit Trust

990 • Fiscal year 2020 • EIN 31-1327841

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 27, 2021

Organization ProfileN/A
201 East Fifth StreetCincinnati, OH 45202

(513) 579-1717

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

83rd percentile

0.27x

Higher debt load relative to assets than 83% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

0.23x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets83rd percentile

Assets

$16,584,284

No earlier filing loaded for comparison.

Net Assets

$12,061,278

No earlier filing loaded for comparison.

Liabilities

$4,523,006

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin84th percentile

Revenue

$19,989,967

No earlier filing loaded for comparison.

Expenses

$13,856,281

No earlier filing loaded for comparison.

Net Income

$6,133,686

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2020: $16,584,284Liabilities 2020: $4,523,006Net Assets 2020: $12,061,2782020Assets 2021: $17,166,419Liabilities 2021: $4,796,990Net Assets 2021: $12,369,4292021Assets 2022: $18,538,430Liabilities 2022: $6,677,145Net Assets 2022: $11,861,2852022Assets 2023: $16,719,281Liabilities 2023: $10,185,082Net Assets 2023: $6,534,1992023Assets 2024: $17,888,512Liabilities 2024: $10,598,053Net Assets 2024: $7,290,4592024

Highlighted filing

2020

Assets$16,584,284
Liabilities$4,523,006
Net Assets$12,061,278
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2020: $19,989,967Expenses 2020: $13,856,281Net Income 2020: $6,133,6862020Revenue 2021: $18,759,577Expenses 2021: $18,451,426Net Income 2021: $308,1512021Revenue 2022: $20,592,525Expenses 2022: $21,100,669Net Income 2022: -$508,1442022Revenue 2023: $19,919,810Expenses 2023: $25,254,195Net Income 2023: -$5,334,3852023Revenue 2024: $20,943,476Expenses 2024: $20,306,079Net Income 2024: $637,3972024

Highlighted filing

2020

Revenue$19,989,967
Expenses$13,856,281
Net Income$6,133,686
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 27, 2021
Return Version
2020v4.0
Gross Receipts
$19,989,967
Mission and Program Overview

Mission

To provide health care coverage to participating school employees. The mission of the Trust is to provide stable premium rates and low expense levels by pooling the claims experience and buying power of public school districts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$10,885,122$15,723,041▲ $4,837,919
Cap Stk Tr Prin Current Funds$5,927,592$12,061,278▲ $6,133,686
Accounts Receivable$460,132$558,171▲ $98,039
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$11,652,499$16,584,284▲ $4,931,785
Other Assets Total$307,245$303,072▼ $4,173
Liabilities
Other Liabilities$5,700,000$4,500,000▼ $1,200,000
Accounts Payable and Accrued Expenses$24,907$23,006▼ $1,901
Total Liabilities$5,724,907$4,523,006▼ $1,201,901
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,927,592$12,061,278▲ $6,133,686
Total Liabilities and Net Assets / Fund Balance$11,652,499$16,584,284▲ $4,931,785
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Andy HeimTrustee
Bob ElsonTrustee
Brad YatesTrustee
Brian SloanTrustee
Chris GambleTrustee
David McDivittTrustee
Deb AdamsTrustee
Don WatkinsTrustee
Jill TownsendTrustee
Joel MahaffeyTrustee
Kevin DinesTrustee
Kim HiattTrustee
Kristi NanneyTrustee
Kyle PenrodTrustee
Leslie RittenhouseTrustee
Lisa BakerTrustee
Matthew TaylorTrustee
Pam HawbakerTrustee
Rebecca DailyTrustee
Rebecca StotlarTrustee
Sheila WeilandTrustee
Tim GarlandTrustee
Todd FleetwoodTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
UMR IncThird party admin400 E Business Way Suite 100, Cincinnati, OH 45241$558,935
Benelogic LLCEnroll & ACA mgmt9475 Deereco Rd Suite 310, Timonium, MD 21093$132,256
Shafley Plan Management ServicesPlan management6089 Frantz Road, Dublin, OH 43017$121,104
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$19,817,279
Investment Income
$42,559
Other Revenue
$130,129
Change in Net Assets
$6,133,686

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,989,967
Total Revenue per Audited Statements
$19,989,967
Total Revenue per Form 990
$19,989,967
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,038,628
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$12,817,653
Fees for Services Management---$804,254
Fees for Services Other---$157,572
Fees for Services Accounting---$34,400
Insurance---$15,100
Fees for Services Legal---$9,824
Other Expenses---$400
Total Functional Expenses$0$0$0$13,856,281

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,856,281
Total Expenses per Audited Statements$13,856,281
Total Expenses per Form 990$13,856,281
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reserve for IBNR claims$2,500,000
Supplemental Contribution Fund$2,000,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“Line 8B - No. Each committee documents its meetings and takes its report to the board of trustees and the board of trustees has the authority to act on behalf of the governing body.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 is sent to MCM Cpas & Advisors, fiscal agent and custodian of the books, for review. After their review, the 990 is sent to the chairman of the board of trustees for review and signature. The amounts on the 990 agree with the audited financial statements which have been reviewed by the board of trustees prior to the filing of the 990.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents can be requested from the chairman of the board of trustees.”

Filing and Contact Details

Filer

Filer Name
School Employees Benefit Trust
EIN
31-1327841
Phone
5135791717
Address
201 East Fifth Street, Cincinnati, OH 45202

Signing Officer

Name
Jill Townsend
Title
Chairman
Signed
2021-09-27
Discuss with paid preparer
Yes

Organization Details

Formed
1980
Legal Domicile
In
Voting Board Members
23
Independent Board Members
0
Employees
0

Preparer

Firm
Frush Consulting LLC
Address
699 S FRONT ST, COLUMBUS, OH 43206
Preparer
Chad W Frush CPA PFS
Phone
6144457217
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,584,284
Liabilities
$4,523,006
Net assets
$12,061,278
Revenue
$19,989,967
Expenses
$13,856,281
Net income
$6,133,686
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.9$10.6$7.29$20.9$20.3$0.64
2023Detailed filing. Detailed filing data is available for this year.$16.7$10.2$6.53$19.9$25.3$5.33
2022Detailed filing. Detailed filing data is available for this year.$18.5$6.68$11.9$20.6$21.1$0.51
2021Detailed filing. Detailed filing data is available for this year.$17.2$4.80$12.4$18.8$18.5$0.31
2020Detailed filing. Detailed filing data is available for this year.$16.6$4.52$12.1$20.0$13.9$6.13