Civic Intelligence

Veba Trust Agreement for Ohio Education Association Group Benefit Plan

EIN 31-6681181 • 501(c)9 • Columbus, OH

Profile

To provide benefits to participants.

225 E Broad StreetColumbus, OH 43215

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

67th percentile

13%

Faster asset growth than 67% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Revenue Growth

25th percentile

0.8%

Faster revenue growth than 25% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Assets

Up

$28,611,295

Up $4,203,283 (+17%) from 2023

Liabilities

Up

$2,733

Up $2,733 from 2023

Net Assets

Up

$28,608,562

Up $4,200,550 (+17%) from 2023

Revenue

Up

$9,730,817

Up $1,071,975 (+12%) from 2023

Expenses

Up

$8,285,752

Up $203,656 (+2.5%) from 2023

Net Income

Up

$1,445,065

Up $868,319 (+151%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $22,973,581Liabilities 2010: $0Net Assets 2010: $22,973,5812010Assets 2011: $25,964,760Liabilities 2011: $0Net Assets 2011: $25,964,7602011Assets 2012: $28,798,013Liabilities 2012: $0Net Assets 2012: $28,798,0132012Assets 2013: $26,924,882Liabilities 2013: $0Net Assets 2013: $26,924,8822013Assets 2014: $28,847,070Liabilities 2014: $0Net Assets 2014: $28,847,0702014Assets 2015: $25,129,269Liabilities 2015: $0Net Assets 2015: $25,129,2692015Assets 2016: $21,571,044Liabilities 2016: $0Net Assets 2016: $21,571,0442016Assets 2017: $19,398,448Liabilities 2017: $0Net Assets 2017: $19,398,4482017Assets 2018: $18,298,220Liabilities 2018: $0Net Assets 2018: $18,298,2202018Assets 2019: $18,978,869Liabilities 2019: $418,420Net Assets 2019: $18,560,4492019Assets 2020: $20,833,386Liabilities 2020: $0Net Assets 2020: $20,833,3862020Assets 2021: $25,223,650Liabilities 2021: $0Net Assets 2021: $25,223,6502021Assets 2022: $22,401,761Liabilities 2022: $0Net Assets 2022: $22,401,7612022Assets 2023: $24,408,012Liabilities 2023: $0Net Assets 2023: $24,408,0122023Assets 2024: $28,611,295Liabilities 2024: $2,733Net Assets 2024: $28,608,5622024

Highlighted filing

2024

Assets$28,611,295
Liabilities$2,733
Net Assets$28,608,562

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,270,9272010Expenses 2011: $7,920,8322011Expenses 2012: $3,785,6952012Expenses 2013: $8,971,6942013Revenue 2014: $6,568,977Expenses 2014: $8,002,285Net Income 2014: -$1,433,3082014Revenue 2015: $11,038,962Expenses 2015: $8,141,446Net Income 2015: $2,897,5162015Revenue 2016: $2,770,763Expenses 2016: $7,441,649Net Income 2016: -$4,670,8862016Revenue 2017: $4,286,437Expenses 2017: $7,537,075Net Income 2017: -$3,250,6382017Revenue 2018: $5,784,742Expenses 2018: $7,306,958Net Income 2018: -$1,522,2162018Revenue 2019: $8,997,535Expenses 2019: $7,599,149Net Income 2019: $1,398,3862019Revenue 2020: $8,228,652Expenses 2020: $7,743,751Net Income 2020: $484,9012020Revenue 2021: $9,504,169Expenses 2021: $8,195,709Net Income 2021: $1,308,4602021Revenue 2022: $9,571,710Expenses 2022: $8,398,030Net Income 2022: $1,173,6802022Revenue 2023: $8,658,842Expenses 2023: $8,082,096Net Income 2023: $576,7462023Revenue 2024: $9,730,817Expenses 2024: $8,285,752Net Income 2024: $1,445,0652024

Highlighted filing

2024

Revenue$9,730,817
Expenses$8,285,752
Net Income$1,445,065

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.6$0.00$28.6$9.73$8.29$1.45
2023Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$8.66$8.08$0.58
2022Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$9.57$8.40$1.17
2021Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$9.50$8.20$1.31
2020Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$8.23$7.74$0.48
2019Detailed filing. Detailed filing data is available for this year.$19.0$0.42$18.6$9.00$7.60$1.40
2018Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$5.78$7.31$1.52
2017Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$4.29$7.54$3.25
2016Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$2.77$7.44$4.67
2015Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$11.0$8.14$2.90
2014Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$6.57$8.00$1.43
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.9$0.00$26.9$8.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$0.00$28.8$3.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.0$0.00$26.0$7.92
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.0$0.00$23.0$7.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 23, 2025
Return Version
2023v6.0
Gross Receipts
$14,743,160
Mission and Program Overview

Mission

To provide benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$24,408,012$28,608,562▲ $4,200,550
Investments in Publicly Traded Securities$24,179,723$28,448,050▲ $4,268,327
Savings and Temporary Cash Investments$180,364$103,381▼ $76,983
Accounts Receivable$47,925$59,864▲ $11,939
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$24,408,012$28,611,295▲ $4,203,283
Liabilities
Accounts Payable and Accrued Expenses-$2,733-
Total Liabilities$0$2,733▲ $2,733
Net Assets / Fund Balance
Total Net Assets Fund Balance$24,408,012$28,608,562▲ $4,200,550
Total Liabilities and Net Assets / Fund Balance$24,408,012$28,611,295▲ $4,203,283
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$5,399$5,399

Board Members and Trustees

NameTitle
Scott DimauroPresident
Jeff WensingVice President
Patricia Collins MurdockExecutive Director
Mark Hill Resigned 71524Secretary/treasurer
Rob Mcfee Begin 71524Secretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Medical Mutual Of OhioBenefits Administrative ServicesPO BOX 951922, Cleveland, OH 44193$644,777
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,595,127
Investment Income
$1,135,690
Other Revenue
$0
Change in Net Assets
$1,445,065
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$932,879
Salaries, Compensation, and Employee Benefits$5,399
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$7,347,474
Other Expenses---$886,413
Fees for Service Investment Mgmnt Fees---$46,466
Current Officers, Directors, Trustees, and Key Employees---$5,399
Total Functional Expenses$0$0$0$8,285,752
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
Yes
Audit committee
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

This is a member organization because upon termination, the participants will be provided with insurance for any cash or funds that remain in the trust. There are no voting rights.

Form 990, Part VI, Section B, Line 11B

The 990 is prepared by an independent accounting firm and reviewed by the board prior to filing.

Form 990, Part VI, Section B, Line 12C

There is a conflict of interest policy for employees. A separate conflict of interest policy exists for officers of governance. Board members are required to complete an annual conflict of interest questionnaire to disclose potential conflicts.

Form 990, Part VI, Section C, Line 19

The organization makes available all documents required by law.

Filing and Contact Details

Filer

Filer Name
Veba Trust Agreement for Ohio Education
EIN
31-6681181
Phone
6142284526
Address
225 E BROAD STREET, COLUMBUS, OH 43215

Signing Officer

Name
Stefanie Armijo
Title
Vice President-client Services
Phone
6142284526
Signed
2025-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rob Mcfee
Formed
2001
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Clark Schaefer Hackett & Co
Address
4449 EASTON WAY SUITE 400, COLUMBUS, OH 43219
Preparer
Natosha Carr
Phone
6148852208
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

This process has not changed from the prior year.

Raw XML AppendixShowing 400 of 409 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02733
IRS990/AccountsReceivableGrp/BOYAmt047925
IRS990/AccountsReceivableGrp/EOYAmt059864
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE BENEFITS TO PARTICIPANTS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt07347474
IRS990/BooksInCareOfDetail/PersonNm0KRISTY SPIRES
IRS990/BooksInCareOfDetail/PhoneNum06142284526
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0225 E BROAD STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0COLUMBUS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043215
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt024408012
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt028608562
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt05399
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0644777
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 951922
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CLEVELAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd044193
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0MEDICAL MUTUAL OF OHIO
IRS990/ContractorCompensationGrp/ServicesDesc0BENEFITS ADMINISTRATIVE SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt07347474
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01135690
IRS990/CYOtherExpensesAmt0932879
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt08595127
IRS990/CYRevenuesLessExpensesAmt01445065
IRS990/CYSalariesCompEmpBnftPaidAmt05399
IRS990/CYTotalExpensesAmt08285752
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt09730817
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO FUND VARIOUS HEALTH, LIFE, DENTAL, VISION, DISABILITY, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt046466
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt065.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt164.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt264.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt364.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt461.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0MATRIX TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt065014
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt129693
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt257631
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt472639
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0SCOTT DIMAURO
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFF WENSING
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK HILL RESIGNED 71524
IRS990/Form990PartVIISectionAGrp/PersonNm3ROB MCFEE BEGIN 71524
IRS990/Form990PartVIISectionAGrp/PersonNm4PATRICIA COLLINS MURDOCK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt55399
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0226779
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1202336
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2199656
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4227762
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0184281
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05196624
IRS990/GrossReceiptsAmt014743160
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0951409
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0951409
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt024179723
IRS990/InvestmentsPubTradedSecGrp/EOYAmt028448050
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05012343
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE BENEFITS TO PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt024408012
IRS990/NetAssetsOrFundBalancesEOYAmt028608562
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0184281
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0184281
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02755485
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PLAN ADMINISTRATION EXP
IRS990/OtherExpensesGrp/TotalAmt0886413
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROB MCFEE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525120
IRS990/ProgramServiceRevenueGrp/BusinessCd1525120
IRS990/ProgramServiceRevenueGrp/BusinessCd2525120
IRS990/ProgramServiceRevenueGrp/Desc0SPONSOR CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS-ACTIVE
IRS990/ProgramServiceRevenueGrp/Desc2PARTICIPANT CONTRIBUTIONS-RETIRED
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08002438
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1517246
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt275443
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08002438
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1517246
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt275443
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt07186518
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0457432
IRS990/PYOtherExpensesAmt0890589
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt08201410
IRS990/PYRevenuesLessExpensesAmt0576746
IRS990/PYSalariesCompEmpBnftPaidAmt04989
IRS990/PYTotalExpensesAmt08082096
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08658842
IRS990/ReconcilationRevenueExpnssAmt01445065
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0180364
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0103381
IRS990/ScheduleBRequiredInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0209590
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1212177
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2185101
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3187936
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt051637
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt124154
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt221975
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt319749
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt021002
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt140860
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt235656
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt39944
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt018172
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt114602
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt214555
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt314400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PATRICIA COLLINS MURDOCK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SCOTT DIMAURO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2MARK HILL RESIGNED 71524
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3JEFF WENSING
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0300401
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1291793
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2257287
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3232029
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0OFFICERS RECEIVE NO DIRECT COMPENSATION OR BENEFITS FROM THE VEBA TRUST AGREEMENT. SALARIES AND BENEFITS ARE PAID BY THE OHIO EDUCATION ASSOCIATION AS SHOWN IN THAT ORGANIZATION'S 990 FILING FOR THE SAME PERIOD. THE OHIO EDUCATION ASSOCIATION USES A COMPENSATION COMMITTEE, A WRITTEN EMPLOYMENT CONTRACT, AND APPROVAL BY THE BOARD AND COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS IS A MEMBER ORGANIZATION BECAUSE UPON TERMINATION, THE PARTICIPANTS WILL BE PROVIDED WITH INSURANCE FOR ANY CASH OR FUNDS THAT REMAIN IN THE TRUST. THERE ARE NO VOTING RIGHTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE IS A CONFLICT OF INTEREST POLICY FOR EMPLOYEES. A SEPARATE CONFLICT OF INTEREST POLICY EXISTS FOR OFFICERS OF GOVERNANCE. BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE TO DISCLOSE POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES AVAILABLE ALL DOCUMENTS REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OHIO EDUCATION ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0314269414
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONTINUOUS IMPROVEMENT OF PUBLIC EDUCATION & ADVOCATING FOR MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0225 E BROAD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0COLUMBUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd043215
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt024408012
IRS990/TotalAssetsEOYAmt028611295
IRS990/TotalAssetsGrp/BOYAmt024408012
IRS990/TotalAssetsGrp/EOYAmt028611295
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt08285752
IRS990/TotalGrossUBIAmt01135690
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt02733
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt02733
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt024408012
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt028608562
IRS990/TotalOtherCompensationAmt0224977
IRS990/TotalProgramServiceRevenueAmt08595127
IRS990/TotalReportableCompFromOrgAmt05399
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08595127
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09730817
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01135690
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt024408012
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt028611295
IRS990/TotReportableCompRltdOrgAmt0856533
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0225 E BROAD STREET
IRS990/USAddress/CityNm0COLUMBUS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043215
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEFANIE ARMIJO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT-CLIENT SERVICES
ReturnHeader/BusinessOfficerGrp/PhoneNum06142284526
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VEBA TRUST AGREEMENT FOR OHIO EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION GROUP BENEFIT PLAN
ReturnHeader/Filer/BusinessNameControlTxt0VEBA
ReturnHeader/Filer/EIN0316681181
ReturnHeader/Filer/PhoneNum06142284526
ReturnHeader/Filer/USAddress/AddressLine1Txt0225 E BROAD STREET
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043215
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04449 EASTON WAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH

Document Assets

No mirrored PDF or thumbnail assets are attached yet.