Civic Intelligence

Union Benefits Trust

990 • Fiscal year 2020 • EIN 31-6471095

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 24, 2020

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

52nd percentile

0.04x

Higher debt load relative to assets than 52% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

46th percentile

0.03x

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

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

63rd percentile

$115,363

Higher top officer pay than 63% of similar nonprofits.

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

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Asset Growth

90th percentile

26%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

0.1%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$27,268,876

Up $5,695,552 (+26%) from 2019

Net Assets

Up

$26,220,588

Up $5,940,995 (+29%) from 2019

Liabilities

Down

$1,048,288

Down $245,443 (-19%) from 2019

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin70th percentile

Revenue

Up

$36,597,224

Up $27,151 (+0.1%) from 2019

Expenses

Down

$30,656,229

Down $3,325,400 (-9.8%) from 2019

Net Income

Up

$5,940,995

Up $3,352,551 (+130%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2020

Assets$27,268,876
Liabilities$1,048,288
Net Assets$26,220,588
Open 2020 Filing

Operations Trend

Revenue Growth52nd 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

2020

Revenue$36,597,224
Expenses$30,656,229
Net Income$5,940,995
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 24, 2020
Return Version
2019v5.1
Gross Receipts
$36,597,224
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$20,279,593$26,220,588▲ $5,940,995
Investments Program Related$10,910,372$13,910,047▲ $2,999,675
Cash and Non-Interest-Bearing Accounts$5,852,713$9,578,725▲ $3,726,012
Savings and Temporary Cash Investments$4,318,999$3,748,934▼ $570,065
Accounts Receivable$451,330--
Land, Buildings, and Equipment, Net$4,484$29,614▲ $25,130
Prepaid Expenses and Deferred Charges$35,426$1,556▼ $33,870
Total Assets$21,573,324$27,268,876▲ $5,695,552
Liabilities
Accounts Payable and Accrued Expenses$1,293,731$1,048,288▼ $245,443
Total Liabilities$1,293,731$1,048,288▼ $245,443
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,279,593$26,220,588▲ $5,940,995
Total Liabilities and Net Assets / Fund Balance$21,573,324$27,268,876▲ $5,695,552

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$29,614$210,079$239,693
Investment Program Related Org$13,910,047--
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kelly PhillipsStaffPT$115,363$115,363
Chris MabeChair-$55,903$55,903
Kathleen GersperTreasurer-$6,000$6,000
Kelvin JonesVice Chair-$4,000$4,000
Charlie WilliamsonTrustee-$1,263$1,263
Jason UnderhillTrustee-$580$580

Board Members and Trustees

NameTitle
Dominic MarsanoTrustee
Elaine SilveiraTrustee
Jamison UnderhillTrustee
Kate NicholsonTrustee
Mary J StuckertTrustee
Barbara MontgomerySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$35,222,145
Investment Income
$1,365,151
Other Revenue
$9,928
Change in Net Assets
$5,940,995
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,566,115
Salaries, Compensation, and Employee Benefits$521,312
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$28,568,802--$28,568,802
All Other Expenses$1,105,684--$1,105,684
Other Salaries and Wages-$521,312-$521,312
Occupancy-$110,620-$110,620
Conferences and Meetings-$87,953-$87,953
Other Expenses-$53,142-$53,142
Depreciation Depletion-$2,935-$2,935
Total Functional Expenses$29,674,486$981,743$0$30,656,229
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 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
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
2020-09-24
Discuss with paid preparer
No

Organization Details

Principal Officer
Barbara Montgomery
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 BOULEVARD, Independence, OH 44131
Preparer
Hwspivey
Phone
2165410090
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“Delta Dental ASO Fees - 1015430Vision Service Plan ASO Fees - 35644EyeMed ASO Fees - 54610”

Raw XML Appendix398 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYProgramServiceRevenueAmt035465056
IRS990/PYRevenuesLessExpensesAmt02588444
IRS990/PYSalariesCompEmpBnftPaidAmt0564937
IRS990/PYTotalExpensesAmt033981629
IRS990/PYTotalRevenueAmt036570073
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IRS990/ReconcilationRevenueExpnssAmt05940995
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IRS990/RelatedEntityInd0true
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt026220588
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt03748934
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IRS990ScheduleD/EquipmentGrp/BookValueAmt029614
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0210079
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0239693
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Investments
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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/ExplanationTxt4Delta Dental ASO Fees - 1015430Vision Service Plan ASO Fees - 35644EyeMed ASO Fees - 54610
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other expenses Part IX line 24e
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0316044189
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Westerville
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0OCSEA AFSCME LOCAL 11
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1OCSEA AFSCME LOCAL 11
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt027268876
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0981743
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029674486
IRS990/TotalFunctionalExpensesGrp/TotalAmt030656229
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01293731
IRS990/TotalLiabilitiesEOYAmt01048288
IRS990/TotalLiabilitiesGrp/BOYAmt01293731
IRS990/TotalLiabilitiesGrp/EOYAmt01048288
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalProgramServiceRevenueAmt035222145
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IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt036597224
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt036597224
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt027268876
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0true
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0www.benefitstrust.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER MABE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum06145082250
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0316471095
ReturnHeader/Filer/USAddress/AddressLine1Txt0390 WORTHINGTON ROAD
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BA0BC87E7F46AC63A65506C9DD317FCFADF89885
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BA0BC87E7F46AC63A65506C9DD317FCFADF89885
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03496872020293sq2xawe
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-19
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.170.27.75
ReturnHeader/FilingSecurityInformation/IPDt02020-10-19
ReturnHeader/FilingSecurityInformation/IPTm022:41:59
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEMPHILL WRIGHT & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06100 OAK TREE BOULEVARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Independence
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044131
ReturnHeader/PreparerPersonGrp/PhoneNum02165410090
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Hwspivey
ReturnHeader/ReturnTs02020-10-19T22:38:48-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$27,268,876
Liabilities
$1,048,288
Net assets
$26,220,588
Revenue
$36,597,224
Expenses
$30,656,229
Net income
$5,940,995
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