Civic Intelligence

Ulliman Schutte Construction LLC

EIN 61-1672591 • 501(c)9 • Miamisburg, OH

Profile

To provide life, health, accident insurance, or other benefits for employees of ulliman schutte construction, llc.

9111 Springboro PikeMiamisburg, OH 45342

www.ullimanschutte.com

Siviq Scores

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

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Net Margin

40th percentile

0.0%

Higher net margin than 40% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

55th percentile

4.7%

Faster asset growth than 55% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

57th percentile

7.2%

Faster revenue growth than 57% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Assets

Down

$69,811

Down $31,831 (-31%) from 2024

Liabilities

Down

$69,730

Down $31,831 (-31%) from 2024

Net Assets

Flat

$81

Flat from 2024

Revenue

Down

$3,017,594

Down $163,051 (-5.1%) from 2024

Expenses

Down

$3,017,594

Down $163,051 (-5.1%) from 2024

Net Income

Flat

$0

Flat from 2024

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2013: $23,686Liabilities 2013: $23,605Net Assets 2013: $812013Assets 2014: $78,316Liabilities 2014: $78,235Net Assets 2014: $812014Assets 2015: $59,622Liabilities 2015: $59,541Net Assets 2015: $812015Assets 2016: $60,418Liabilities 2016: $60,337Net Assets 2016: $812016Assets 2017: $33,030Liabilities 2017: $32,949Net Assets 2017: $812017Assets 2018: $75,102Liabilities 2018: $75,021Net Assets 2018: $812018Assets 2019: $85,824Liabilities 2019: $85,743Net Assets 2019: $812019Assets 2020: $55,594Liabilities 2020: $55,513Net Assets 2020: $812020Assets 2021: $93,099Liabilities 2021: $93,018Net Assets 2021: $812021Assets 2022: $51,726Liabilities 2022: $51,645Net Assets 2022: $812022Assets 2023: $63,687Liabilities 2023: $63,606Net Assets 2023: $812023Assets 2024: $101,642Liabilities 2024: $101,561Net Assets 2024: $812024Assets 2025: $69,811Liabilities 2025: $69,730Net Assets 2025: $812025

Highlighted filing

2025

Assets$69,811
Liabilities$69,730
Net Assets$81

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2013: $1,219,517Expenses 2013: $1,219,517Net Income 2013: $02013Revenue 2014: $1,567,147Expenses 2014: $1,567,147Net Income 2014: $02014Revenue 2015: $1,925,891Expenses 2015: $1,925,891Net Income 2015: $02015Revenue 2016: $1,946,482Expenses 2016: $1,946,482Net Income 2016: $02016Revenue 2017: $2,221,193Expenses 2017: $2,221,193Net Income 2017: $02017Revenue 2018: $2,664,361Expenses 2018: $2,664,361Net Income 2018: $02018Revenue 2019: $2,805,293Expenses 2019: $2,805,293Net Income 2019: $02019Revenue 2020: $2,201,203Expenses 2020: $2,201,203Net Income 2020: $02020Revenue 2021: $2,216,280Expenses 2021: $2,216,280Net Income 2021: $02021Revenue 2022: $2,283,594Expenses 2022: $2,283,594Net Income 2022: $02022Revenue 2023: $2,627,732Expenses 2023: $2,627,732Net Income 2023: $02023Revenue 2024: $3,180,645Expenses 2024: $3,180,645Net Income 2024: $02024Revenue 2025: $3,017,594Expenses 2025: $3,017,594Net Income 2025: $02025

Highlighted filing

2025

Revenue$3,017,594
Expenses$3,017,594
Net Income$0

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
Dec 23, 2025
Return Version
2024v5.2
Gross Receipts
$3,017,594
Mission and Program Overview

Mission

To provide life, health, accident insurance, or other benefits for employees of ulliman schutte construction, llc.

To provide life, health, accident insurance, or other benefits for employees

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$101,561$69,730▼ $31,831
Cash and Non-Interest-Bearing Accounts$81$81→ $0
Rtn Earn Endowment Incm Other Fnds$81$81→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$101,642$69,811▼ $31,831
Liabilities
Accounts Payable and Accrued Expenses$101,561$69,730▼ $31,831
Total Liabilities$101,561$69,730▼ $31,831
Net Assets / Fund Balance
Total Net Assets Fund Balance$81$81→ $0
Total Liabilities and Net Assets / Fund Balance$101,642$69,811▼ $31,831
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tina HeigelTrust Committee Member

Highest Paid Contractors

ContractorServicesLocationCompensation
CignaClaims AdministrationC/O 9111 SPRINGBORO PIKE, Miamisburg, OH 45342$133,066
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,017,594
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,017,594
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,017,594
Total Revenue per Form 990
$3,017,594
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$594,927
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---$2,422,667
Other Expenses---$594,927
Total Functional Expenses$0$0$0$3,017,594

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,017,594
Total Expenses per Audited Statements$3,017,594
Total Expenses per Form 990$3,017,594
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
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

There are no committees with authority to act on behalf of the governing body.

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

The trust committee will review the 990 for accuracy and completeness before filing form 990.

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

The trustees are required to comply with the requirements of the employee retirement income security act of 1974 (erisa), as well as the internal revenue code (irc), and the attendant regulations adopted pursuant to both eirsa and the irc, with respect to non-exempt prohibited transactions. As such, the trustees would report any possible conflicts of interest to senior management of the sponsor.

Form 990, Part VI, Section C, Line 19

The forms are made available as required by law.

Filing and Contact Details

Filer

Filer Name
Ulliman Schutte Construction LLC
EIN
61-1672591
Phone
9379109900
Address
9111 SPRINGBORO PIKE, MIAMISBURG, OH 45342

Signing Officer

Name
Tina Heigel
Title
Trust Committee Member
Phone
9379109900
Signed
2025-12-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tina Heigel
Formed
2012
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Clark Schaefer Hackett & Co
Address
10100 INNOVATION DRIVE, DAYTON, OH 45342
Preparer
Jenna N Senn
Phone
9372260070
Supplemental Narrative

Additional Explanations

FORM 990-T:

Investment income of a 501(c)(9) organization is required to be reported on the form 990-t. During the fiscal year ended february 28, 2025, the trust did not earn any investment income. Therefore, a form 990-t was not required to be filed.

Part XII, Line 2C Explanation

The trustees of the plan are responsible for oversight of the independent audit & the selection of the independent auditor. This process is consistent with the prior year.

Raw XML Appendix314 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/Desc0PROVIDED LIFE, HEALTH, ACCIDENT INSURANCE, AND OTHER BENEFITS FOR EMPLOYEES OF ULLIMAN SCHUTTE CONSTRUCTION, LLC.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03017594
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIIInd0X
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt081
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OperateHospitalInd00
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IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0STOP LOSS & CLAIMS ADMI
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IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/PYBenefitsPaidToMembersAmt02526733
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST COMMITTEE WILL REVIEW THE 990 FOR ACCURACY AND COMPLETENESS BEFORE FILING FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES ARE REQUIRED TO COMPLY WITH THE REQUIREMENTS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA), AS WELL AS THE INTERNAL REVENUE CODE (IRC), AND THE ATTENDANT REGULATIONS ADOPTED PURSUANT TO BOTH EIRSA AND THE IRC, WITH RESPECT TO NON-EXEMPT PROHIBITED TRANSACTIONS. AS SUCH, THE TRUSTEES WOULD REPORT ANY POSSIBLE CONFLICTS OF INTEREST TO SENIOR MANAGEMENT OF THE SPONSOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORMS ARE MADE AVAILABLE AS REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INVESTMENT INCOME OF A 501(C)(9) ORGANIZATION IS REQUIRED TO BE REPORTED ON THE FORM 990-T. DURING THE FISCAL YEAR ENDED FEBRUARY 28, 2025, THE TRUST DID NOT EARN ANY INVESTMENT INCOME. THEREFORE, A FORM 990-T WAS NOT REQUIRED TO BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TRUSTEES OF THE PLAN ARE RESPONSIBLE FOR OVERSIGHT OF THE INDEPENDENT AUDIT & THE SELECTION OF THE INDEPENDENT AUDITOR. THIS PROCESS IS CONSISTENT WITH THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
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-T:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XII, LINE 2C EXPLANATION
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt081
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt081
IRS990/TotalOtherCompensationAmt019748
IRS990/TotalProgramServiceRevenueAmt03017594
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03017594
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03017594
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0101642
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt069811
IRS990/TotReportableCompRltdOrgAmt0206759
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09111 SPRINGBORO PIKE
IRS990/USAddress/CityNm0MIAMISBURG
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045342
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.ULLIMANSCHUTTE.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TINA HEIGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST COMMITTEE MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum09379109900
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ULLIMAN SCHUTTE CONSTRUCTION LLC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GROUP HEALTH INSURANCE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ULLI
ReturnHeader/Filer/EIN0611672591
ReturnHeader/Filer/PhoneNum09379109900
ReturnHeader/Filer/USAddress/AddressLine1Txt09111 SPRINGBORO PIKE
ReturnHeader/Filer/USAddress/CityNm0MIAMISBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045342
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010100 INNOVATION DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045342
ReturnHeader/PreparerPersonGrp/PhoneNum09372260070
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNA N SENN
ReturnHeader/ReturnTs02025-12-23T13:21:54-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-03-01
ReturnHeader/TaxPeriodEndDt02025-02-28
ReturnHeader/TaxYr02024

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