Civic Intelligence

Veba Trust Agreement for Ohio Education Association Group Benefit Plan

990 • Fiscal year 2018 • EIN 31-6681181

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 02, 2019

PO Box 2550Columbus, OH 43216-2550

(614) 228-4526

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Net Margin

6th percentile

-26%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

87th percentile

$238,676

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Asset Growth

31st percentile

-5.7%

Faster asset growth than 31% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

35%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Down

$18,298,220

Down $1,100,228 (-5.7%) from 2017

Net Assets

Down

$18,298,220

Down $1,100,228 (-5.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$5,784,742

Up $1,498,305 (+35%) from 2017

Expenses

Down

$7,306,958

Down $230,117 (-3.1%) from 2017

Net Income

Up

-$1,522,216

Up $1,728,422 (+53%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$18,298,220
Liabilities$0
Net Assets$18,298,220

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$5,784,742
Expenses$7,306,958
Net Income-$1,522,216
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 2, 2019
Return Version
2017v2.3
Gross Receipts
$8,496,128
Mission and Program Overview

Mission

To provide benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$19,398,448$18,298,220▼ $1,100,228
Investments in Publicly Traded Securities$19,222,128$18,210,897▼ $1,011,231
Savings and Temporary Cash Investments$176,320$87,323▼ $88,997
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$19,398,448$18,298,220▼ $1,100,228
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,398,448$18,298,220▼ $1,100,228
Total Liabilities and Net Assets / Fund Balance$19,398,448$18,298,220▼ $1,100,228
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
-Former Secretary/treasurer-$213,852$213,852
Timothy MyersTrustee$4,638-$4,638

Board Members and Trustees

NameTitle
Becky HigginsPresident
Scott DimauroVice President
Sheryl MathisExecutive Director
Timothy MyersFormer Secretary/treasurer
Mark HillSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Medical Mutual Of OhioBenefits Administrative ServicesPO BOX 951922, Cleveland, OH 44193$428,698
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,716,110
Investment Income
$1,068,632
Other Revenue
$0
Change in Net Assets
$-1,522,216

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,784,742
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$421,988
Total Revenue per Audited Statements
$6,206,730
Total Revenue per Form 990
$5,784,742
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$622,868
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---$6,684,090
Other Expenses---$587,868
Fees for Service Investment Mgmnt Fees---$35,000
Total Functional Expenses$0$0$0$7,306,958

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,306,958
Total Expenses per Audited Statements$7,306,958
Total Expenses per Form 990$7,306,958
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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 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
No
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 does not make its governing documents available to the public.

Filing and Contact Details

Filer

Filer Name
Veba Trust Agreement for Ohio
EIN
31-6681181
Phone
6142284526
Address
PO BOX 2550, COLUMBUS, OH 43216-2550

Signing Officer

Name
Stefanie Armijo
Title
Vice President-client Services
Phone
6142284526
Signed
2019-07-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Myers
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
Jane E Pfeifer
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 419 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt016605
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt110590
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt26182
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt328162
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt027885
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt136662
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt215363
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt315363
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt014379
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt113319
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt216409
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt313300
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BECKY HIGGINS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SCOTT DIMAURO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2SHERYL MATHIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3TIMOTHY MYERS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3FORMER SECRETARY/TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0238676
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1212367
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2224489
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3213852
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. PART I, LINE 4B: SHERYL MATHIS PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. SHE DID NOT RECEIVE PAYMENTS FROM THE PLAN IN 2017.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
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 DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC.
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 SUITE 2550
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0COLUMBUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd043216
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt019398448
IRS990/TotalAssetsEOYAmt018298220
IRS990/TotalAssetsGrp/BOYAmt019398448
IRS990/TotalAssetsGrp/EOYAmt018298220
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07306958
IRS990/TotalGrossUBIAmt01068632
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt019398448
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt018298220
IRS990/TotalOtherCompensationAmt0156812
IRS990/TotalProgramServiceRevenueAmt04716110
IRS990/TotalReportableCompFromOrgAmt04638
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04716110
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05784742
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01068632
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt019398448
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt018298220
IRS990/TotReportableCompRltdOrgAmt0732572
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2550
IRS990/USAddress/CityNm0COLUMBUS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd0432162550
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEFANIE ARMIJO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT-CLIENT SERVICES
ReturnHeader/BusinessOfficerGrp/PhoneNum06142284526
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VEBA TRUST AGREEMENT FOR OHIO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION ASSOCIATION GROUP BENEFIT PLAN
ReturnHeader/Filer/BusinessNameControlTxt0VEBA
ReturnHeader/Filer/EIN0316681181
ReturnHeader/Filer/PhoneNum06142284526
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2550
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0432162550
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId043193D7E285FBB46672E0D2F2EDCC06EAB8A5FE8

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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