Civic Intelligence

Union Education Trust

990 • Fiscal year 2020 • EIN 65-1283930

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 18, 2021

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

71st percentile

0.14x

Higher debt load relative to assets than 71% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

87th percentile

0.29x

Higher debt load relative to revenue than 87% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

67th percentile

$86,114

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

20%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$16,722,776

Up $2,621,530 (+19%) from 2019

Net Assets

Up

$14,309,597

Up $2,714,872 (+23%) from 2019

Liabilities

Down

$2,413,179

Down $93,342 (-3.7%) from 2019

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin85th percentile

Revenue

Up

$8,258,193

Up $1,350,597 (+20%) from 2019

Expenses

Up

$5,543,341

Up $18,672 (+0.3%) from 2019

Net Income

Up

$2,714,852

Up $1,331,925 (+96%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2020

Assets$16,722,776
Liabilities$2,413,179
Net Assets$14,309,597
Open 2020 Filing

Operations Trend

Revenue Growth86th 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

2020

Revenue$8,258,193
Expenses$5,543,341
Net Income$2,714,852
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 18, 2021
Return Version
2020v4.1
Gross Receipts
$8,258,193
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$13,070,169$15,814,105▲ $2,743,936
Cash and Non-Interest-Bearing Accounts$998,351$898,771▼ $99,580
Prepaid Expenses and Deferred Charges$32,726$9,900▼ $22,826
Total Assets$14,101,246$16,722,776▲ $2,621,530
Liabilities
Other Liabilities$1,828,516$1,828,496▼ $20
Accounts Payable and Accrued Expenses$678,005$584,683▼ $93,322
Total Liabilities$2,506,521$2,413,179▼ $93,342
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,594,725$14,309,597▲ $2,714,872
Total Net Assets Fund Balance$11,594,725$14,309,597▲ $2,714,872
Total Liabilities and Net Assets / Fund Balance$14,101,246$16,722,776▲ $2,621,530

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$21,417$21,417
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Suhail ZidanExecutive DirectorFT$86,114$86,114
Christopher MabeChairperson-$63,164$63,164
Gerard JollyTrustee-$6,000$6,000
Kathleen GersperTreasurer-$6,000$6,000
Timothy McallisterTrustee-$4,513$4,513
Michelle SmithTrustee-$2,013$2,013
Carrie JohnsonTrustee-$899$899

Board Members and Trustees

NameTitle
Jerry L BrownTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,614,079
Investment Income
$1,644,114
Other Revenue
$0
Change in Net Assets
$2,714,852

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,258,193
Total Revenue per Audited Statements
$8,258,193
Total Revenue per Form 990
$8,258,193
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$623,586
Salaries, Compensation, and Employee Benefits$371,686
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$4,548,069--$4,548,069
Other Expenses$486,315--$486,315
Other Salaries and Wages-$371,686-$371,686
Occupancy-$95,502-$95,502
Insurance-$8,349-$8,349
Fees for Service Investment Mgmnt Fees-$6,335-$6,335
Conferences and Meetings-$6,166-$6,166
Advertising$5,381--$5,381
Fees for Services Legal-$116-$116
Total Functional Expenses$5,055,187$488,154$0$5,543,341

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,543,341
Total Expenses per Audited Statements$5,543,341
Total Expenses per Form 990$5,543,341
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$1,828,496
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
2021-06-18
Discuss with paid preparer
No

Organization Details

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

Preparer

Firm
HWA Alliance of CPA Firms 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) - $20”

Raw XML Appendix355 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/TotalLiabilityAmt01828496
IRS990ScheduleD/TotalRevenuePerForm990Amt08258193
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08258193
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05543341
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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) - $20
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/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0To unite all employees comprising the Ohio State Workforce
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt016722776
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0488154
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05055187
IRS990/TotalFunctionalExpensesGrp/TotalAmt05543341
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IRS990/TotalLiabilitiesBOYAmt02506521
IRS990/TotalLiabilitiesEOYAmt02413179
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IRS990/TotalLiabilitiesGrp/EOYAmt02413179
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IRS990/TotalProgramServiceRevenueAmt06614079
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08258193
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ReturnHeader/BusinessOfficerGrp/PersonNm0SUHAIL ZIDAN
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION EDUCATION TRUST
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ReturnHeader/Filer/USAddress/ZIPCd043082
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HWA Alliance of CPA Firms Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06100 OAK TREE BOULEVARD
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044131
ReturnHeader/PreparerPersonGrp/PhoneNum02165410090
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN WRIGHT
ReturnHeader/ReturnTs02021-07-09T14:50:32-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUHAIL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZIDAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,722,776
Liabilities
$2,413,179
Net assets
$14,309,597
Revenue
$8,258,193
Expenses
$5,543,341
Net income
$2,714,852
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