Civic Intelligence

School Employees Benefit Trust

990 • Fiscal year 2021 • EIN 31-1327841

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 13, 2022

Organization ProfileN/A
201 East Fifth Street 2100Cincinnati, 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

0.28x

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

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

86th percentile

0.26x

Higher debt load relative to revenue than 86% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Net Margin

45th percentile

1.6%

Higher net margin than 45% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Asset Growth

39th percentile

3.5%

Faster asset growth than 39% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

25th percentile

-6.2%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$17,166,419

Up $582,135 (+3.5%) from 2020

Net Assets

Up

$12,369,429

Up $308,151 (+2.6%) from 2020

Liabilities

Up

$4,796,990

Up $273,984 (+6.1%) from 2020

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin45th percentile

Revenue

Down

$18,759,577

Down $1,230,390 (-6.2%) from 2020

Expenses

Up

$18,451,426

Up $4,595,145 (+33%) from 2020

Net Income

Down

$308,151

Down $5,825,535 (-95%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

2021

Assets$17,166,419
Liabilities$4,796,990
Net Assets$12,369,429
Open 2021 Filing

Operations Trend

Revenue Growth25th percentile

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

2021

Revenue$18,759,577
Expenses$18,451,426
Net Income$308,151
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 13, 2022
Return Version
2021v4.0
Gross Receipts
$18,759,577
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$15,723,041$16,290,125▲ $567,084
Cap Stk Tr Prin Current Funds$12,061,278$12,369,429▲ $308,151
Accounts Receivable$558,171$875,248▲ $317,077
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$16,584,284$17,166,419▲ $582,135
Other Assets Total$303,072$1,046▼ $302,026
Liabilities
Other Liabilities$4,500,000$4,340,000▼ $160,000
Accounts Payable and Accrued Expenses$23,006$456,990▲ $433,984
Total Liabilities$4,523,006$4,796,990▲ $273,984
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,061,278$12,369,429▲ $308,151
Total Liabilities and Net Assets / Fund Balance$16,584,284$17,166,419▲ $582,135
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Bob ElsonTrustee
Brad YatesTrustee
Brian SloanTrustee
Chris GambleTrustee
Deb AdamsTrustee
Jill TownsendTrustee
Joel MahaffeyTrustee
Kevin DinesTrustee
Kim HiattTrustee
Kristi NanneyTrustee
Kyle PenrodTrustee
Leslie RittenhouseTrustee
Lisa BakerTrustee
Lisa ManneringTrustee
Matthew TaylorTrustee
Michelle Clouser PenrodTrustee
Patti LehmanTrustee
Paul GunsettTrustee
Rebecca DaileyTrustee
Rebecca StotlarTrustee
Sheila WeilandTrustee
Tim GarlandTrustee
Todd FleetwoodTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
UMR IncThird party admin400 E Business Way Suite 100, Cincinnati, OH 45241$602,499
Benelogic LLCEnroll & ACA mgmt9475 Deereco Rd Suite 310, Timonium, MD 21093$138,563
Shafley Plan Management ServicesPlan management6089 Frantz Road, Dublin, OH 43017$116,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,741,343
Investment Income
$1,177
Other Revenue
$17,057
Change in Net Assets
$308,151

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,759,577
Total Revenue per Audited Statements
$18,759,577
Total Revenue per Form 990
$18,759,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,080,036
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---$17,371,390
Fees for Services Management---$807,973
Fees for Services Other---$169,624
Fees for Services Accounting---$41,005
Fees for Services Legal---$26,765
Insurance---$19,691
Other Expenses---$984
Total Functional Expenses$0$0$0$18,451,426

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,451,426
Total Expenses per Audited Statements$18,451,426
Total Expenses per Form 990$18,451,426
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$1,840,000
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 2100, Cincinnati, OH 45202

Signing Officer

Name
Jill Townsend
Title
Chairman
Signed
2022-09-13
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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IRS990/Form990PartVIISectionAGrp/PersonNm10Deb Adams
IRS990/Form990PartVIISectionAGrp/PersonNm11Matthew Taylor
IRS990/Form990PartVIISectionAGrp/PersonNm12Leslie Rittenhouse
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IRS990/Form990PartVIISectionAGrp/PersonNm14Michelle Clouser Penrod
IRS990/Form990PartVIISectionAGrp/PersonNm15Rebecca Dailey
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,166,419
Liabilities
$4,796,990
Net assets
$12,369,429
Revenue
$18,759,577
Expenses
$18,451,426
Net income
$308,151
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