Civic Intelligence

Union Education Trust

990 • Fiscal year 2019 • EIN 65-1283930

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 12, 2020

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

(614) 865-2655

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.18x

Higher debt load relative to assets than 72% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

0.36x

Higher debt load relative to revenue than 89% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

64th percentile

$78,041

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Asset Growth

86th percentile

25%

Faster asset growth than 86% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

38th percentile

1.2%

Faster revenue growth than 38% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$14,101,246

Up $2,860,912 (+25%) from 2018

Net Assets

Up

$11,594,725

Up $2,409,438 (+26%) from 2018

Liabilities

Up

$2,506,521

Up $451,474 (+22%) from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin76th percentile

Revenue

Up

$6,907,596

Up $81,860 (+1.2%) from 2018

Expenses

Down

$5,524,669

Down $247,548 (-4.3%) from 2018

Net Income

Up

$1,382,927

Up $329,408 (+31%) from 2018

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

2019

Assets$14,101,246
Liabilities$2,506,521
Net Assets$11,594,725
Open 2019 Filing

Operations Trend

Revenue Growth38th 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

2019

Revenue$6,907,596
Expenses$5,524,669
Net Income$1,382,927
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 12, 2020
Return Version
2019v5.0
Gross Receipts
$6,907,596
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$10,082,659$13,070,169▲ $2,987,510
Cash and Non-Interest-Bearing Accounts$1,157,305$998,351▼ $158,954
Prepaid Expenses and Deferred Charges-$32,726-
Accounts Receivable$370--
Total Assets$11,240,334$14,101,246▲ $2,860,912
Liabilities
Other Liabilities$1,507,411$1,828,516▲ $321,105
Accounts Payable and Accrued Expenses$547,636$678,005▲ $130,369
Total Liabilities$2,055,047$2,506,521▲ $451,474
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,185,287$11,594,725▲ $2,409,438
Total Net Assets Fund Balance$9,185,287$11,594,725▲ $2,409,438
Total Liabilities and Net Assets / Fund Balance$11,240,334$14,101,246▲ $2,860,912

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$21,417$21,417
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suhail ZidanExecutive DirectorFT-$78,041$78,041
Christopher MabeChairperson--$55,903$55,903
Timothy McallisterTrustee-$3,239$7,377$10,616
Kathleen GersperTreasurer--$6,000$6,000
Gerard JollyTrustee-$2,089$2,906$4,995
Michelle SmithTrustee-$1,445$2,537$3,982
Jerry L BrownTrustee-$1,737$1,556$3,293
Carrie JohnsonTrustee-$179$346$525
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,717,703
Investment Income
$189,893
Other Revenue
$0
Change in Net Assets
$1,382,927

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,907,596
Revenue Not Reported on Form 990
$1,347,616
Total Revenue per Audited Statements
$8,255,212
Total Revenue per Form 990
$6,907,596
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$674,378
Salaries, Compensation, and Employee Benefits$373,682
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$4,476,609--$4,476,609
Other Expenses$486,315--$486,315
Other Salaries and Wages-$373,682-$373,682
Occupancy-$95,502-$95,502
Conferences and Meetings-$56,683-$56,683
Fees for Service Investment Mgmnt Fees-$7,201-$7,201
Insurance-$6,689-$6,689
Advertising$5,790--$5,790
Fees for Services Legal-$158-$158
Total Functional Expenses$4,984,754$539,915$0$5,524,669

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,524,669
Total Expenses per Audited Statements$5,524,669
Total Expenses per Form 990$5,524,669
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$1,828,516
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
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

“Relevant 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
Executive Direc
Signed
2020-03-12
Discuss with paid preparer
No

Organization Details

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

Preparer

Firm
Hemphill Wright & Associates Inc
Address
6100 OAK TREE BOULEVARD, Independence, OH 44131
Preparer
John Wright
Phone
2165410090
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) - $(321,105)”

Raw XML Appendix362 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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IRS990ScheduleD/NetUnrealizedGainsInvstAmt01347616
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01828516
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0VOUCHER LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt01347616
IRS990ScheduleD/RevenueSubtotalAmt06907596
IRS990ScheduleD/TotalExpensesPerForm990Amt05524669
IRS990ScheduleD/TotalLiabilityAmt01828516
IRS990ScheduleD/TotalRevenuePerForm990Amt06907596
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08255212
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05524669
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAX RETURNS ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RELEVANT DOCUMENTS ARE RELEASED TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Change in Educational Assistance Vouchers(Benefit Obligation) - $(321,105)
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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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0To unite all employees comprising the Ohio State Workforce
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Westerville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd043082
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt011240334
IRS990/TotalAssetsEOYAmt014101246
IRS990/TotalAssetsGrp/BOYAmt011240334
IRS990/TotalAssetsGrp/EOYAmt014101246
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0539915
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04984754
IRS990/TotalFunctionalExpensesGrp/TotalAmt05524669
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02055047
IRS990/TotalLiabilitiesEOYAmt02506521
IRS990/TotalLiabilitiesGrp/BOYAmt02055047
IRS990/TotalLiabilitiesGrp/EOYAmt02506521
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09185287
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011594725
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04984754
IRS990/TotalProgramServiceRevenueAmt06717703
IRS990/TotalReportableCompFromOrgAmt08689
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06907596
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06907596
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011240334
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014101246
IRS990/TotReportableCompRltdOrgAmt0154666
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SUHAIL ZIDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-12
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BB5DAC558AD175135D11638BC97C903FBDC8B30E
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-03-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.170.27.75
ReturnHeader/FilingSecurityInformation/IPDt02020-03-12
ReturnHeader/FilingSecurityInformation/IPTm022:08:16
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEMPHILL WRIGHT & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06100 OAK TREE BOULEVARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Independence
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044131
ReturnHeader/PreparerPersonGrp/PhoneNum02165410090
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN WRIGHT
ReturnHeader/ReturnTs02020-03-12T22:06:34-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,101,246
Liabilities
$2,506,521
Net assets
$11,594,725
Revenue
$6,907,596
Expenses
$5,524,669
Net income
$1,382,927
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