Civic Intelligence

Ulliman Schutte Construction LLC Group Health Insurance Trust

990 • Fiscal year 2023 • EIN 61-1672591

Mar 01, 2022 to Feb 28, 2023 • Filed on Jan 16, 2024

Organization ProfileWWW.ULLIMANSCHUTTE.COM
9111 Springboro PikeMiamisburg, OH 45342

(937) 910-9900

Siviq Scores

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

Liabilities / Assets

96th percentile

1.00x

Higher debt load relative to assets than 96% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.02x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Net Margin

39th percentile

0.0%

Higher net margin than 39% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$312,784

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$63,687

Up $11,961 (+23%) from 2022

Net Assets

Flat

$81

Flat from 2022

Liabilities

Up

$63,606

Up $11,961 (+23%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin39th percentile

Revenue

Up

$2,627,732

Up $344,138 (+15%) from 2022

Expenses

Up

$2,627,732

Up $344,138 (+15%) from 2022

Net Income

Flat

$0

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$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

2023

Assets$63,687
Liabilities$63,606
Net Assets$81
Open 2023 Filing

Operations Trend

Revenue Growth69th percentile

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

2023

Revenue$2,627,732
Expenses$2,627,732
Net Income$0
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2022 to Feb 28, 2023
Signed
Jan 16, 2024
Return Version
2022v5.0
Gross Receipts
$2,627,732
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$20,316$63,606▲ $43,290
Cash and Non-Interest-Bearing Accounts$31,410$81▼ $31,329
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$51,726$63,687▲ $11,961
Liabilities
Accounts Payable and Accrued Expenses$51,645$63,606▲ $11,961
Total Liabilities$51,645$63,606▲ $11,961
Net Assets / Fund Balance
Total Net Assets Fund Balance$81$81→ $0
Total Liabilities and Net Assets / Fund Balance$51,726$63,687▲ $11,961
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
John CoffinTrust Committee Member
Tina HeigelTrust Committee Member

Highest Paid Contractors

ContractorServicesLocationCompensation
CignaClaims AdministrationC/O 9111 SPRINGBORO PIKE, Miamisburg, OH 45342$133,120
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,627,732
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,627,732
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,627,732
Total Revenue per Form 990
$2,627,732
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$627,852
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---$1,999,880
Other Expenses---$627,852
Total Functional Expenses$0$0$0$2,627,732

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,627,732
Total Expenses per Audited Statements$2,627,732
Total Expenses per Form 990$2,627,732
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 upon request.”

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
2024-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tina Heigel
Formed
2012
Legal Domicile
Oh
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Clark Schaefer Hackett & Co
Address
10100 INNOVATION DRIVE, DAYTON, OH 45342
Preparer
Jane E Pfeifer
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, 2023, 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 Appendix344 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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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 UPON REQUEST.
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, 2023, 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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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt09111 SPRINGBORO PIKE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0MIAMISBURG
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd045342
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt051726
IRS990/TotalAssetsEOYAmt063687
IRS990/TotalAssetsGrp/BOYAmt051726
IRS990/TotalAssetsGrp/EOYAmt063687
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02627732
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt051645
IRS990/TotalLiabilitiesEOYAmt063606
IRS990/TotalLiabilitiesGrp/BOYAmt051645
IRS990/TotalLiabilitiesGrp/EOYAmt063606
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt081
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt081
IRS990/TotalOtherCompensationAmt042592
IRS990/TotalProgramServiceRevenueAmt02627732
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02627732
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02627732
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IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt063687
IRS990/TotReportableCompRltdOrgAmt0467400
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd045342
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.ULLIMANSCHUTTE.COM
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TINA HEIGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST COMMITTEE MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum09379109900
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ULLIMAN SCHUTTE CONSTRUCTION LLC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GROUP HEALTH INSURANCE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ULLI
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ReturnHeader/Filer/PhoneNum09379109900
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010100 INNOVATION DRIVE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045342
ReturnHeader/PreparerPersonGrp/PhoneNum09372260070
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE E PFEIFER
ReturnHeader/ReturnTs02024-01-16T13:21:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEIGEL
ReturnHeader/TaxPeriodBeginDt02022-03-01
ReturnHeader/TaxPeriodEndDt02023-02-28
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,687
Liabilities
$63,606
Net assets
$81
Revenue
$2,627,732
Expenses
$2,627,732
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.00$3.02$3.02$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.00$3.18$3.18$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.00$2.63$2.63$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.00$2.28$2.28$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.00$2.22$2.22$0.00
2020Summary only. Only limited summary data is available for this year.$0.06$0.06$0.00$2.20$2.20$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.00$2.81$2.81$0.00
2018Summary only. Only limited summary data is available for this year.$0.08$0.08$0.00$2.66$2.66$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.00$2.22$2.22$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.00$1.95$1.95$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.00$1.93$1.93$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.00$1.57$1.57$0.00
2013Summary only. Only limited summary data is available for this year.$0.02$0.02$0.00$1.22$1.22$0.00