Civic Intelligence

Union Education Trust

990 • Fiscal year 2021 • EIN 65-1283930

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 31, 2022

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

54th percentile

0.03x

Higher debt load relative to assets than 54% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.06x

Higher debt load relative to revenue than 60% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

66th percentile

$90,887

Higher top officer pay than 66% of similar nonprofits.

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

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Asset Growth

80th percentile

19%

Faster asset growth than 80% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

45th percentile

1.3%

Faster revenue growth than 45% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$19,966,963

Up $3,244,187 (+19%) from 2020

Net Assets

Up

$19,459,842

Up $5,150,245 (+36%) from 2020

Liabilities

Down

$507,121

Down $1,906,058 (-79%) from 2020

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin85th percentile

Revenue

Up

$8,365,976

Up $107,783 (+1.3%) from 2020

Expenses

Down

$5,077,984

Down $465,357 (-8.4%) from 2020

Net Income

Up

$3,287,992

Up $573,140 (+21%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2021

Assets$19,966,963
Liabilities$507,121
Net Assets$19,459,842
Open 2021 Filing

Operations Trend

Revenue Growth45th 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

2021

Revenue$8,365,976
Expenses$5,077,984
Net Income$3,287,992
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 31, 2022
Return Version
2021v4.1
Gross Receipts
$8,365,976
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$15,814,105$19,083,350▲ $3,269,245
Cash and Non-Interest-Bearing Accounts$898,771$868,007▼ $30,764
Prepaid Expenses and Deferred Charges$9,900$15,606▲ $5,706
Total Assets$16,722,776$19,966,963▲ $3,244,187
Liabilities
Accounts Payable and Accrued Expenses$584,683$507,121▼ $77,562
Total Liabilities$584,683$507,121▼ $77,562
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,138,093$19,459,842▲ $3,321,749
Total Net Assets Fund Balance$16,138,093$19,459,842▲ $3,321,749
Total Liabilities and Net Assets / Fund Balance$16,722,776$19,966,963▲ $3,244,187

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$21,417$21,417
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleOtherTotal
Christopher MabePresident$71,030$71,030
Michelle SmithTrustee$8,982$8,982
Timothy McallisterbOARD MEMBER$8,627$8,627
Gerard JollyVice President$6,000$6,000
Kathleen GersperSecretary-treasurer$6,000$6,000
Nachael ChurchBoard Member$1,982$1,982

Board Members and Trustees

NameTitle
Carrie JohnsonBoard Member
Suhail ZidanUet Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,296,730
Investment Income
$2,069,246
Other Revenue
$0
Change in Net Assets
$3,287,992

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,365,976
Total Revenue per Audited Statements
$8,365,976
Total Revenue per Form 990
$8,365,976
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$636,085
Salaries, Compensation, and Employee Benefits$383,130
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$4,058,769--$4,058,769
Other Salaries and Wages-$383,130-$383,130
Occupancy-$95,502-$95,502
Conferences and Meetings-$15,232-$15,232
Other Expenses$486,282$13,443-$13,443
Insurance-$9,538-$9,538
Advertising$300--$300
Fees for Services Legal-$113-$113
Total Functional Expenses$4,561,026$516,958$0$5,077,984

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,077,984
Total Expenses per Audited Statements$5,077,984
Total Expenses per Form 990$5,077,984
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
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
2022-03-31
Discuss with paid preparer
No

Organization Details

Formed
2006
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
HWA Alliance of CPA Firms Inc
Address
6100 OAK TREE BOULEVARD, Independence, OH 44131
Preparer
John R Wright
Phone
2165410090
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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/ExplanationTxt1RELEVANT DOCUMENTS ARE RELEASED TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
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ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,966,963
Liabilities
$507,121
Net assets
$19,459,842
Revenue
$8,365,976
Expenses
$5,077,984
Net income
$3,287,992
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