Civic Intelligence

Union Education Trust

990 • Fiscal year 2013 • EIN 65-1283930

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 28, 2014

Organization ProfileWWW.UEDTRUST.ORG
390 Worthington Road43082

(614) 865-4730

Siviq Scores

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

Liabilities / Assets

81st percentile

0.34x

Higher debt load relative to assets than 81% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

82nd percentile

0.28x

Higher debt load relative to revenue than 82% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

50th percentile

$1,912

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$5,135,768

Up $711,879 (+16%) from 2012

Net Assets

Up

$3,366,199

Up $1,300,495 (+63%) from 2012

Liabilities

Down

$1,769,569

Down $588,616 (-25%) from 2012

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin78th percentile

Revenue

$6,430,641

No earlier filing loaded for comparison.

Expenses

Down

$5,007,862

Down $928,634 (-16%) from 2012

Net Income

$1,422,779

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$40M$30M$20M$10M$0Assets 2010: $5,802,291Liabilities 2010: $556,850Net Assets 2010: $5,245,4412010Assets 2011: $4,590,784Liabilities 2011: $647,368Net Assets 2011: $3,943,4162011Assets 2012: $4,423,889Liabilities 2012: $2,358,185Net Assets 2012: $2,065,7042012Assets 2013: $5,135,768Liabilities 2013: $1,769,569Net Assets 2013: $3,366,1992013Assets 2014: $6,428,413Liabilities 2014: $1,846,456Net Assets 2014: $4,581,9572014Assets 2015: $7,556,102Liabilities 2015: $1,882,434Net Assets 2015: $5,673,6682015Assets 2016: $8,808,208Liabilities 2016: $1,748,511Net Assets 2016: $7,059,6972016Assets 2017: $10,615,488Liabilities 2017: $2,112,077Net Assets 2017: $8,503,4112017Assets 2018: $11,240,334Liabilities 2018: $2,055,047Net Assets 2018: $9,185,2872018Assets 2019: $14,101,246Liabilities 2019: $2,506,521Net Assets 2019: $11,594,7252019Assets 2020: $16,722,776Liabilities 2020: $2,413,179Net Assets 2020: $14,309,5972020Assets 2021: $19,966,963Liabilities 2021: $507,121Net Assets 2021: $19,459,8422021Assets 2022: $19,161,967Liabilities 2022: $305,838Net Assets 2022: $18,856,1292022Assets 2023: $23,584,654Liabilities 2023: $484,954Net Assets 2023: $23,099,7002023Assets 2024: $28,567,081Liabilities 2024: $558,885Net Assets 2024: $28,008,1962024Assets 2025: $31,954,791Liabilities 2025: $655,782Net Assets 2025: $31,299,0092025

Highlighted filing

2013

Assets$5,135,768
Liabilities$1,769,569
Net Assets$3,366,199
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $7,844,6782010Expenses 2011: $8,303,9832011Expenses 2012: $5,936,4962012Revenue 2013: $6,430,641Expenses 2013: $5,007,862Net Income 2013: $1,422,7792013Revenue 2014: $6,388,557Expenses 2014: $5,212,685Net Income 2014: $1,175,8722014Revenue 2015: $6,499,892Expenses 2015: $5,379,576Net Income 2015: $1,120,3162015Revenue 2016: $6,958,526Expenses 2016: $5,575,183Net Income 2016: $1,383,3432016Revenue 2017: $6,831,649Expenses 2017: $5,760,406Net Income 2017: $1,071,2432017Revenue 2018: $6,825,736Expenses 2018: $5,772,217Net Income 2018: $1,053,5192018Revenue 2019: $6,907,596Expenses 2019: $5,524,669Net Income 2019: $1,382,9272019Revenue 2020: $8,258,193Expenses 2020: $5,543,341Net Income 2020: $2,714,8522020Revenue 2021: $8,365,976Expenses 2021: $5,077,984Net Income 2021: $3,287,9922021Revenue 2022: $4,007,603Expenses 2022: $4,611,316Net Income 2022: -$603,7132022Revenue 2023: $8,542,072Expenses 2023: $4,298,501Net Income 2023: $4,243,5712023Revenue 2024: $9,465,985Expenses 2024: $4,557,489Net Income 2024: $4,908,4962024Revenue 2025: $8,713,379Expenses 2025: $5,422,566Net Income 2025: $3,290,8132025

Highlighted filing

2013

Revenue$6,430,641
Expenses$5,007,862
Net Income$1,422,779
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 28, 2014
Return Version
2013v3.1
Gross Receipts
$6,430,641
Mission and Program Overview

Mission

The trust provided a comprehensive program of training initiatives for the state of ohio bargaining unit employees. The trust develops programs that help employees advance their careers, improve their quality of work life, and work towards achieving employment security.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,295,893$3,275,483▼ $20,410
Cash and Non-Interest-Bearing Accounts$1,115,504$1,859,882▲ $744,378
Prepaid Expenses and Deferred Charges$10,484--
Land, Buildings, and Equipment, Net$2,008$403▼ $1,605
Total Assets$4,423,889$5,135,768▲ $711,879
Liabilities
Other Liabilities$1,717,429$1,274,854▼ $442,575
Accounts Payable and Accrued Expenses$640,756$494,715▼ $146,041
Total Liabilities$2,358,185$1,769,569▼ $588,616
Net Assets / Fund Balance
Unrestricted Net Assets$2,065,704$3,366,199▲ $1,300,495
Total Net Assets Fund Balance$2,065,704$3,366,199▲ $1,300,495
Total Liabilities and Net Assets / Fund Balance$4,423,889$5,135,768▲ $711,879

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$403$34,892$35,295
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleBaseTotal
Gerard JollyTrustee$1,912$1,912
Mal CoreyTrustee$1,559$1,559
Michelle SmithTrustee$1,515$1,515
Cindy BobbitTrustee$1,315$1,315
Carrie JohnsonTrustee$919$919

Board Members and Trustees

NameTitle
Christopher MabeChairperson
Kathleen StewartTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,329,110
Investment Income
$101,531
Other Revenue
$0
Change in Net Assets
$1,422,779

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,430,641
Revenue Not Reported on Form 990
$-121,920
Total Revenue per Audited Statements
$6,308,721
Total Revenue per Form 990
$6,430,641
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$659,763
Salaries, Compensation, and Employee Benefits$443,108
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$3,904,991--$3,904,991
Other Salaries and Wages-$443,108-$443,108
Occupancy-$95,502-$95,502
Fees for Services Accounting-$11,349-$11,349
Insurance-$5,102-$5,102
Advertising$4,260$654-$4,914
Fees for Services Legal-$4,476-$4,476
Other Expenses$3,708--$3,708
Depreciation Depletion-$1,606-$1,606
Information Technology$1,100--$1,100
Total Functional Expenses$4,446,065$561,797$0$5,007,862

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,007,862
Total Expenses per Audited Statements$5,007,862
Total Expenses per Form 990$5,007,862
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Voucher Liability$1,274,854
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
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
No
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

“Tax returns are reviewed and approved by the board of directors prior to submission.”

Governing documents etc available to public Part VI line 19

“Relevent documents are released to the public upon request.”

Filing and Contact Details

Filer

EIN
65-1283930

Signing Officer

Name
Michael J Jones
Title
Executive Direc
Signed
2014-02-28
Discuss with paid preparer
No

Organization Details

Formed
2006
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
7

Preparer

Preparer
John Wright
Phone
2163732389
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Unrealized loss on investments - (121,920)other misc change in net assets - ( 364)”

Raw XML Appendix323 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/ExplanationTxt0TAX RETURNS ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RELEVENT DOCUMENTS ARE RELEASED TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED LOSS ON INVESTMENTS - (121,920)OTHER MISC CHANGE IN NET ASSETS - ( 364)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04423889
IRS990/TotalAssetsEOYAmt05135768
IRS990/TotalAssetsGrp/BOYAmt04423889
IRS990/TotalAssetsGrp/EOYAmt05135768
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0561797
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04446065
IRS990/TotalFunctionalExpensesGrp/TotalAmt05007862
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02358185
IRS990/TotalLiabilitiesEOYAmt01769569
IRS990/TotalLiabilitiesGrp/BOYAmt02358185
IRS990/TotalLiabilitiesGrp/EOYAmt01769569
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02065704
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03366199
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04446065
IRS990/TotalProgramServiceRevenueAmt06329110
IRS990/TotalReportableCompFromOrgAmt07220
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06430641
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06430641
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04423889
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05135768
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02065704
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03366199
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10UNION EDUCATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0651283930
ReturnHeader/Filer/USAddress/AddressLine10390 WORTHINGTON ROAD
ReturnHeader/Filer/USAddress/City0Westerville
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode043082
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TRUSTED ADVISORS OF OHIO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103691 LEE ROAD SUITE 109
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SHAKER HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode044120
ReturnHeader/PreparerPersonGrp/PhoneNum02163732389
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN WRIGHT
ReturnHeader/ReturnTs02014-04-15T14:17:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,135,768
Liabilities
$1,769,569
Net assets
$3,366,199
Revenue
$6,430,641
Expenses
$5,007,862
Net income
$1,422,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.0$0.66$31.3$8.71$5.42$3.29
2024Detailed filing. Detailed filing data is available for this year.$28.6$0.56$28.0$9.47$4.56$4.91
2023Detailed filing. Detailed filing data is available for this year.$23.6$0.48$23.1$8.54$4.30$4.24
2022Detailed filing. Detailed filing data is available for this year.$19.2$0.31$18.9$4.01$4.61$0.60
2021Detailed filing. Detailed filing data is available for this year.$20.0$0.51$19.5$8.37$5.08$3.29
2020Detailed filing. Detailed filing data is available for this year.$16.7$2.41$14.3$8.26$5.54$2.71
2019Detailed filing. Detailed filing data is available for this year.$14.1$2.51$11.6$6.91$5.52$1.38
2018Detailed filing. Detailed filing data is available for this year.$11.2$2.06$9.19$6.83$5.77$1.05
2017Detailed filing. Detailed filing data is available for this year.$10.6$2.11$8.50$6.83$5.76$1.07
2016Detailed filing. Detailed filing data is available for this year.$8.81$1.75$7.06$6.96$5.58$1.38
2015Detailed filing. Detailed filing data is available for this year.$7.56$1.88$5.67$6.50$5.38$1.12
2014Detailed filing. Detailed filing data is available for this year.$6.43$1.85$4.58$6.39$5.21$1.18
2013Detailed filing. Detailed filing data is available for this year.$5.14$1.77$3.37$6.43$5.01$1.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$2.36$2.07$5.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.59$0.65$3.94$8.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.80$0.56$5.25$7.84