Civic Intelligence

Union Education Trust

990 • Fiscal year 2014 • EIN 65-1283930

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 15, 2015

Organization ProfileWWW.UEDTRUST.ORG
390 Worthington RoadWesterville, OH 43082

(614) 865-4730

Siviq Scores

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

Liabilities / Assets

75th percentile

0.29x

Higher debt load relative to assets than 75% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

82nd percentile

0.29x

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

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

58th percentile

$2,011

Higher top officer pay than 58% of similar nonprofits.

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

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Asset Growth

86th percentile

25%

Faster asset growth than 86% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

37th percentile

-0.7%

Faster revenue growth than 37% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$6,428,413

Up $1,292,645 (+25%) from 2013

Net Assets

Up

$4,581,957

Up $1,215,758 (+36%) from 2013

Liabilities

Up

$1,846,456

Up $76,887 (+4.3%) from 2013

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin77th percentile

Revenue

Down

$6,388,557

Down $42,084 (-0.7%) from 2013

Expenses

Up

$5,212,685

Up $204,823 (+4.1%) from 2013

Net Income

Down

$1,175,872

Down $246,907 (-17%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2014

Assets$6,428,413
Liabilities$1,846,456
Net Assets$4,581,957
Open 2014 Filing

Operations Trend

Revenue Growth37th percentile

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

2014

Revenue$6,388,557
Expenses$5,212,685
Net Income$1,175,872
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 15, 2015
Return Version
2014v5.0
Gross Receipts
$6,388,557
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$3,275,483$5,562,941▲ $2,287,458
Cash and Non-Interest-Bearing Accounts$1,859,882$865,472▼ $994,410
Land, Buildings, and Equipment, Net$403--
Total Assets$5,135,768$6,428,413▲ $1,292,645
Liabilities
Other Liabilities$1,331,420$1,331,420→ $0
Accounts Payable and Accrued Expenses$494,715$515,036▲ $20,321
Total Liabilities$1,826,135$1,846,456▲ $20,321
Net Assets / Fund Balance
Unrestricted Net Assets$3,309,633$4,581,957▲ $1,272,324
Total Net Assets Fund Balance$3,309,633$4,581,957▲ $1,272,324
Total Liabilities and Net Assets / Fund Balance$5,135,768$6,428,413▲ $1,292,645

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$35,295$35,295
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleBaseTotal
Gerard JollyTrustee$2,011$2,011
Michelle SmithTrustee$1,901$1,901
Mal CoreyTrustee$1,559$1,559
Cindy BobbitTrustee$1,315$1,315
Carrie JohnsonTrustee$1,076$1,076

Board Members and Trustees

NameTitle
Christopher MabeChairperson
Kathleen StewartTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,238,531
Investment Income
$150,026
Other Revenue
$0
Change in Net Assets
$1,175,872

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,388,557
Revenue Not Reported on Form 990
$96,452
Total Revenue per Audited Statements
$6,485,009
Total Revenue per Form 990
$6,388,557
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$700,744
Salaries, Compensation, and Employee Benefits$504,617
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$4,007,324--$4,007,324
Other Expenses$517,200--$517,200
Other Salaries and Wages-$504,617-$504,617
Occupancy-$95,542-$95,542
Conferences and Meetings-$40,040-$40,040
Advertising$15,764$2,625-$18,389
Interest-$6,477-$6,477
Insurance-$5,186-$5,186
Fees for Services Legal-$1,221-$1,221
Depreciation Depletion-$403-$403
Total Functional Expenses$4,556,574$656,111$0$5,212,685

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,212,685
Total Expenses per Audited Statements$5,212,685
Total Expenses per Form 990$5,212,685
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$1,331,420
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

Filer Name
Union Education Trust
EIN
65-1283930
Address
390 WORTHINGTON ROAD, Westerville, OH 43082

Signing Officer

Name
Michael J Jones
Title
Executive Direc
Signed
2015-03-15
Discuss with paid preparer
No

Organization Details

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

Preparer

Firm
Trusted Advisors of Ohio LLC
Address
3691 LEE ROAD SUITE 109, Cleveland, OH 44120
Preparer
John Wright
Phone
2163732389
Supplemental Narrative

Additional Explanations

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

“Unrealized Gain on Investments - 96,452”

Raw XML Appendix316 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 Gain on Investments - 96,452
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
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05135768
IRS990/TotalAssetsEOYAmt06428413
IRS990/TotalAssetsGrp/BOYAmt05135768
IRS990/TotalAssetsGrp/EOYAmt06428413
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0656111
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04556574
IRS990/TotalFunctionalExpensesGrp/TotalAmt05212685
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01826135
IRS990/TotalLiabilitiesEOYAmt01846456
IRS990/TotalLiabilitiesGrp/BOYAmt01826135
IRS990/TotalLiabilitiesGrp/EOYAmt01846456
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03309633
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04581957
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04556574
IRS990/TotalProgramServiceRevenueAmt06238531
IRS990/TotalReportableCompFromOrgAmt07862
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06388557
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06388557
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05135768
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06428413
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03309633
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04581957
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
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ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION EDUCATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0651283930
ReturnHeader/Filer/USAddress/AddressLine1Txt0390 WORTHINGTON ROAD
ReturnHeader/Filer/USAddress/CityNm0Westerville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043082
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUSTED ADVISORS OF OHIO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03691 LEE ROAD SUITE 109
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cleveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044120
ReturnHeader/PreparerPersonGrp/PhoneNum02163732389
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN WRIGHT
ReturnHeader/ReturnTs02015-04-02T00:44:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,428,413
Liabilities
$1,846,456
Net assets
$4,581,957
Revenue
$6,388,557
Expenses
$5,212,685
Net income
$1,175,872
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