Civic Intelligence

Union Education Trust

990 • Fiscal year 2016 • EIN 65-1283930

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 21, 2017

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

(614) 865-2639

Siviq Scores

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

Liabilities / Assets

75th percentile

0.20x

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

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

0.25x

Higher debt load relative to revenue than 84% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

58th percentile

$3,380

Higher top officer pay than 58% of similar nonprofits.

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

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Asset Growth

78th percentile

17%

Faster asset growth than 78% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

59th percentile

7.1%

Faster revenue growth than 59% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$8,808,208

Up $1,252,106 (+17%) from 2015

Net Assets

Up

$7,059,697

Up $1,386,029 (+24%) from 2015

Liabilities

Down

$1,748,511

Down $133,923 (-7.1%) from 2015

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin79th percentile

Revenue

Up

$6,958,526

Up $458,634 (+7.1%) from 2015

Expenses

Up

$5,575,183

Up $195,607 (+3.6%) from 2015

Net Income

Up

$1,383,343

Up $263,027 (+23%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2016

Assets$8,808,208
Liabilities$1,748,511
Net Assets$7,059,697
Open 2016 Filing

Operations Trend

Revenue Growth59th 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

2016

Revenue$6,958,526
Expenses$5,575,183
Net Income$1,383,343
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 21, 2017
Return Version
2016v3.0
Gross Receipts
$6,958,526
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.

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$6,638,123$7,859,070▲ $1,220,947
Cash and Non-Interest-Bearing Accounts$890,119$917,494▲ $27,375
Prepaid Expenses and Deferred Charges$27,860$31,644▲ $3,784
Total Assets$7,556,102$8,808,208▲ $1,252,106
Liabilities
Other Liabilities$1,356,406$1,478,145▲ $121,739
Accounts Payable and Accrued Expenses$526,028$270,366▼ $255,662
Total Liabilities$1,882,434$1,748,511▼ $133,923
Net Assets / Fund Balance
Unrestricted Net Assets$5,673,668$7,059,697▲ $1,386,029
Total Net Assets Fund Balance$5,673,668$7,059,697▲ $1,386,029
Total Liabilities and Net Assets / Fund Balance$7,556,102$8,808,208▲ $1,252,106

Asset Categories

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

Employees

NameTitleBaseTotal
Timothy McallisterTrustee$3,380$3,380
Gerard JollyTrustee$2,535$2,535
Jerry L BrownTrustee$1,606$1,606
Carrie JohnsonTrustee$1,112$1,112
Michelle SmithTrustee$187$187

Board Members and Trustees

NameTitle
Christopher MabeChairperson
Kathleen StewartTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,802,004
Investment Income
$156,522
Other Revenue
$0
Change in Net Assets
$1,383,343

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,958,526
Revenue Not Reported on Form 990
$124,425
Total Revenue per Audited Statements
$7,082,951
Total Revenue per Form 990
$6,958,526
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$624,995
Salaries, Compensation, and Employee Benefits$488,578
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$4,461,610--$4,461,610
Other Salaries and Wages-$488,578-$488,578
Other Expenses$454,500--$454,500
Occupancy-$95,502-$95,502
Conferences and Meetings-$39,439-$39,439
Fees for Service Investment Mgmnt Fees-$12,206-$12,206
Insurance-$5,473-$5,473
Advertising$2,678--$2,678
Fees for Services Legal-$1,533-$1,533
Total Functional Expenses$4,932,452$642,731$0$5,575,183

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,575,183
Total Expenses per Audited Statements$5,575,183
Total Expenses per Form 990$5,575,183
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Voucher Liability$1,478,145
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
Suhail Zidan
Title
Acting Executiv
Signed
2017-03-21
Discuss with paid preparer
No

Organization Details

Formed
2006
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
5

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

“Change in Educational Assistance Vouchers(Benefit Obligation) - $121,739”

Raw XML Appendix324 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/ExplanationTxt2Change in Educational Assistance Vouchers(Benefit Obligation) - $121,739
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/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07556102
IRS990/TotalAssetsEOYAmt08808208
IRS990/TotalAssetsGrp/BOYAmt07556102
IRS990/TotalAssetsGrp/EOYAmt08808208
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0642731
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04932452
IRS990/TotalFunctionalExpensesGrp/TotalAmt05575183
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01882434
IRS990/TotalLiabilitiesEOYAmt01748511
IRS990/TotalLiabilitiesGrp/BOYAmt01882434
IRS990/TotalLiabilitiesGrp/EOYAmt01748511
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05673668
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07059697
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04932452
IRS990/TotalProgramServiceRevenueAmt06802004
IRS990/TotalReportableCompFromOrgAmt08820
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06958526
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06958526
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07556102
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08808208
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05673668
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SUHAIL ZIDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ACTING EXECUTIV
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-21
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0F82E2983338B36B59280D54DD7C283B8A814F509
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F82E2983338B36B59280D54DD7C283B8A814F509
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId034968720171300cmi0ej
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.170.59.87
ReturnHeader/FilingSecurityInformation/IPDt02017-05-10
ReturnHeader/FilingSecurityInformation/IPTm007:53:53
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/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN WRIGHT
ReturnHeader/ReturnTs02017-05-10T07:51:10-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,808,208
Liabilities
$1,748,511
Net assets
$7,059,697
Revenue
$6,958,526
Expenses
$5,575,183
Net income
$1,383,343
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