Civic Intelligence

Union Benefits Trust

990 • Fiscal year 2018 • EIN 31-6471095

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 05, 2018

Organization Profilewww.benefitstrust.org
390 Worthington RoadWesterville, OH 43082-8332

(614) 508-2250

Siviq Scores

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

Liabilities / Assets

57th percentile

0.07x

Higher debt load relative to assets than 57% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

46th percentile

0.04x

Higher debt load relative to revenue than 46% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Net Margin

52nd percentile

5.6%

Higher net margin than 52% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

63rd percentile

$111,736

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Asset Growth

65th percentile

7.5%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

34th percentile

0.2%

Faster revenue growth than 34% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$19,118,487

Up $1,332,480 (+7.5%) from 2017

Net Assets

Up

$17,691,149

Up $2,044,064 (+13%) from 2017

Liabilities

Down

$1,427,338

Down $711,584 (-33%) from 2017

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin52nd percentile

Revenue

Up

$36,356,839

Up $89,356 (+0.2%) from 2017

Expenses

Down

$34,312,775

Down $359,373 (-1.0%) from 2017

Net Income

Up

$2,044,064

Up $448,729 (+28%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$40M$30M$20M$10M$0Assets 2016: $16,338,403Liabilities 2016: $2,286,653Net Assets 2016: $14,051,7502016Assets 2017: $17,786,007Liabilities 2017: $2,138,922Net Assets 2017: $15,647,0852017Assets 2018: $19,118,487Liabilities 2018: $1,427,338Net Assets 2018: $17,691,1492018Assets 2019: $21,573,324Liabilities 2019: $1,293,731Net Assets 2019: $20,279,5932019Assets 2020: $27,268,876Liabilities 2020: $1,048,288Net Assets 2020: $26,220,5882020Assets 2021: $31,151,160Liabilities 2021: $1,147,452Net Assets 2021: $30,003,7082021Assets 2022: $32,358,238Liabilities 2022: $2,745,231Net Assets 2022: $29,613,0072022Assets 2023: $31,011,048Liabilities 2023: $576,675Net Assets 2023: $30,434,3732023Assets 2024: $33,992,742Liabilities 2024: $924,942Net Assets 2024: $33,067,8002024Assets 2025: $36,643,229Liabilities 2025: $1,010,900Net Assets 2025: $35,632,3292025

Highlighted filing

2018

Assets$19,118,487
Liabilities$1,427,338
Net Assets$17,691,149
Open 2018 Filing

Operations Trend

Revenue Growth34th percentile

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

$40M$30M$20M$10M$0Revenue 2016: $35,292,412Expenses 2016: $34,554,064Net Income 2016: $738,3482016Revenue 2017: $36,267,483Expenses 2017: $34,672,148Net Income 2017: $1,595,3352017Revenue 2018: $36,356,839Expenses 2018: $34,312,775Net Income 2018: $2,044,0642018Revenue 2019: $36,570,073Expenses 2019: $33,981,629Net Income 2019: $2,588,4442019Revenue 2020: $36,597,224Expenses 2020: $30,656,229Net Income 2020: $5,940,9952020Revenue 2021: $37,332,053Expenses 2021: $33,548,933Net Income 2021: $3,783,1202021Revenue 2022: $34,572,105Expenses 2022: $31,202,026Net Income 2022: $3,370,0792022Revenue 2023: $32,520,050Expenses 2023: $31,766,937Net Income 2023: $753,1132023Revenue 2024: $32,869,700Expenses 2024: $31,123,884Net Income 2024: $1,745,8162024Revenue 2025: $34,439,378Expenses 2025: $32,073,678Net Income 2025: $2,365,7002025

Highlighted filing

2018

Revenue$36,356,839
Expenses$34,312,775
Net Income$2,044,064
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 5, 2018
Return Version
2017v2.2
Gross Receipts
$36,356,839
Mission and Program Overview

Mission

The Union Benefits Trust offers dental, vision, life and other designated benefits to State of Ohio bargaining unit employees and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$15,647,085$17,691,149▲ $2,044,064
Investments Program Related$9,108,750$9,821,063▲ $712,313
Cash and Non-Interest-Bearing Accounts$4,191,873$4,860,061▲ $668,188
Savings and Temporary Cash Investments$4,436,132$4,373,569▼ $62,563
Prepaid Expenses and Deferred Charges$34,437$54,466▲ $20,029
Land, Buildings, and Equipment, Net$14,815$9,328▼ $5,487
Total Assets$17,786,007$19,118,487▲ $1,332,480
Liabilities
Accounts Payable and Accrued Expenses$2,138,922$1,427,338▼ $711,584
Total Liabilities$2,138,922$1,427,338▼ $711,584
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,647,085$17,691,149▲ $2,044,064
Total Liabilities and Net Assets / Fund Balance$17,786,007$19,118,487▲ $1,332,480

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,328$202,299$211,627
Investment Program Related Org$9,821,063--
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Kelly PhillipsStaffPT$111,736$111,736
Chris MabeTrust Chair-$55,903$55,903
Kathleen StewartTreasurer-$6,000$6,000
Kelvin JonesBoard Member-$6,000$6,000
Bret PittsBoard Member-$1,981$1,981
Jason UnderhillBoard Member-$1,963$1,963
Charlie WilliamsonBoard Member-$1,424$1,424

Board Members and Trustees

NameTitle
Dominic MarsanoBoard Member
Elaine SilveiraBoard Member
Jamison UnderwoodBoard Member
Kate NicholsonBoard Member
Mary J StuckertBoard Member
Josh NorrisSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$35,647,766
Investment Income
$691,789
Other Revenue
$17,284
Change in Net Assets
$2,044,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,622,050
Salaries, Compensation, and Employee Benefits$569,157
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$32,121,568--$32,121,568
All Other Expenses$1,278,139--$1,278,139
Other Salaries and Wages-$569,157-$569,157
Occupancy-$107,020-$107,020
Conferences and Meetings-$64,066-$64,066
Other Expenses-$50,459-$50,459
Depreciation Depletion-$5,487-$5,487
Total Functional Expenses$33,399,707$913,068$0$34,312,775
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The Executive Committee reviews and approves the tax return prior to filing. This is reported out to entire Board at the next scheduled Board meeting.”

CEO executive director top management comp Part VI line 15A

“Job descriptions are developed by the Human Resource Department and approved by the Board.”

Other officer or key employee compensation Part VI line 15B

“Job descriptions are developed by the Human Resource Department and approved by the Board.”

Governing documents etc available to public Part VI line 19

“Various governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Union Benefits Trust
EIN
31-6471095
Address
390 WORTHINGTON ROAD, Westerville, OH 43082-8332

Signing Officer

Name
Christopher Mabe
Title
Board Chair
Phone
6145082250
Signed
2018-09-05
Discuss with paid preparer
No

Organization Details

Principal Officer
Josh Norris
Formed
1993
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Hemphill Wright & Associates Inc
Address
6100 OAK TREE BLVD STE200, Cleveland, OH 44131
Preparer
Jrwright
Phone
2165410090
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt035647766
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt032399568
IRS990/PYInvestmentIncomeAmt0762146
IRS990/PYOtherExpensesAmt01705461
IRS990/PYOtherRevenueAmt021742
IRS990/PYProgramServiceRevenueAmt035483595
IRS990/PYRevenuesLessExpensesAmt01595335
IRS990/PYSalariesCompEmpBnftPaidAmt0567119
IRS990/PYTotalExpensesAmt034672148
IRS990/PYTotalRevenueAmt036267483
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt02044064
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt015647085
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt017691149
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04436132
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04373569
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt09328
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0202299
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0211627
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt09821063
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Investments
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09328
IRS990ScheduleD/TotalBookValueProgramRltdAmt09821063
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Executive Committee reviews and approves the tax return prior to filing. This is reported out to entire Board at the next scheduled Board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Job descriptions are developed by the Human Resource Department and approved by the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Job descriptions are developed by the Human Resource Department and approved by the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Various governing documents are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Board of Director
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OCSEA AFSCME LOCAL 11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0316044189
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 C 5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0390 Worthington Road - Suite A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Westerville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd043082
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0OCSEA AFSCME LOCAL 11
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1OCSEA AFSCME LOCAL 11
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0k
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1p
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt017786007
IRS990/TotalAssetsEOYAmt019118487
IRS990/TotalAssetsGrp/BOYAmt017786007
IRS990/TotalAssetsGrp/EOYAmt019118487
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0913068
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt033399707
IRS990/TotalFunctionalExpensesGrp/TotalAmt034312775
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02138922
IRS990/TotalLiabilitiesEOYAmt01427338
IRS990/TotalLiabilitiesGrp/BOYAmt02138922
IRS990/TotalLiabilitiesGrp/EOYAmt01427338
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt015647085
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt017691149
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt033399707
IRS990/TotalProgramServiceRevenueAmt035647766
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt036356839
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt036356839
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt017786007
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019118487
IRS990/TotReportableCompRltdOrgAmt0185007
IRS990/TransactionWithControlEntInd0true
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0www.benefitstrust.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER MABE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum06145082250
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0316471095
ReturnHeader/Filer/USAddress/AddressLine1Txt0390 WORTHINGTON ROAD
ReturnHeader/Filer/USAddress/CityNm0Westerville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0430828332
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DB4F86A41A8C7490FF3327997777874CDE5A95FF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DB4F86A41A8C7490FF3327997777874CDE5A95FF

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,118,487
Liabilities
$1,427,338
Net assets
$17,691,149
Revenue
$36,356,839
Expenses
$34,312,775
Net income
$2,044,064
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.6$1.01$35.6$34.4$32.1$2.37
2024Detailed filing. Detailed filing data is available for this year.$34.0$0.92$33.1$32.9$31.1$1.75
2023Detailed filing. Detailed filing data is available for this year.$31.0$0.58$30.4$32.5$31.8$0.75
2022Detailed filing. Detailed filing data is available for this year.$32.4$2.75$29.6$34.6$31.2$3.37
2021Detailed filing. Detailed filing data is available for this year.$31.2$1.15$30.0$37.3$33.5$3.78
2020Detailed filing. Detailed filing data is available for this year.$27.3$1.05$26.2$36.6$30.7$5.94
2019Detailed filing. Detailed filing data is available for this year.$21.6$1.29$20.3$36.6$34.0$2.59
2018Detailed filing. Detailed filing data is available for this year.$19.1$1.43$17.7$36.4$34.3$2.04
2017Detailed filing. Detailed filing data is available for this year.$17.8$2.14$15.6$36.3$34.7$1.60
2016Detailed filing. Detailed filing data is available for this year.$16.3$2.29$14.1$35.3$34.6$0.74