Civic Intelligence

Union Education Trust

990 • Fiscal year 2023 • EIN 65-1283930

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 01, 2024

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

52nd percentile

0.02x

Higher debt load relative to assets than 52% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.06x

Higher debt load relative to revenue than 59% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

65th percentile

$93,118

Higher top officer pay than 65% of similar nonprofits.

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

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Asset Growth

88th percentile

23%

Faster asset growth than 88% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

113%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$23,584,654

Up $4,422,687 (+23%) from 2022

Net Assets

Up

$23,099,700

Up $4,243,571 (+23%) from 2022

Liabilities

Up

$484,954

Up $179,116 (+59%) from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin91st percentile

Revenue

Up

$8,542,072

Up $4,534,469 (+113%) from 2022

Expenses

Down

$4,298,501

Down $312,815 (-6.8%) from 2022

Net Income

Up

$4,243,571

Up $4,847,284 (+803%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2023

Assets$23,584,654
Liabilities$484,954
Net Assets$23,099,700
Open 2023 Filing

Operations Trend

Revenue Growth96th 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

2023

Revenue$8,542,072
Expenses$4,298,501
Net Income$4,243,571
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 1, 2024
Return Version
2023v5.0
Gross Receipts
$8,542,072
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$17,891,654$22,447,223▲ $4,555,569
Cash and Non-Interest-Bearing Accounts$1,233,374$1,102,338▼ $131,036
Prepaid Expenses and Deferred Charges$36,795$20,592▼ $16,203
Land, Buildings, and Equipment, Net-$14,501-
Accounts Receivable$144--
Total Assets$19,161,967$23,584,654▲ $4,422,687
Liabilities
Accounts Payable and Accrued Expenses$305,838$484,954▲ $179,116
Total Liabilities$305,838$484,954▲ $179,116
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,856,129$23,099,700▲ $4,243,571
Total Net Assets Fund Balance$18,856,129$23,099,700▲ $4,243,571
Total Liabilities and Net Assets / Fund Balance$19,161,967$23,584,654▲ $4,422,687

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,501$30,645$45,146
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Suhail ZidanDirectorFT$93,118$93,118
Christopher MabeChair-$74,721$74,721
Leslie TiltonTrustee-$6,269$6,269
Gerard JollyTrustee-$6,000$6,000
Kathy GersperTreasurer-$6,000$6,000
Nachael ChurchTrustee-$5,839$5,839
Sherry LittleTrustee-$3,876$3,876

Board Members and Trustees

NameTitle
Christopher BuccieriTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,186,502
Investment Income
$2,355,570
Other Revenue
$0
Change in Net Assets
$4,243,571

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,542,072
Total Revenue per Audited Statements
$8,542,072
Total Revenue per Form 990
$8,542,072
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$678,683
Salaries, Compensation, and Employee Benefits$561,844
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$3,057,974--$3,057,974
Other Salaries and Wages-$561,844-$561,844
Occupancy-$95,502-$95,502
Conferences and Meetings-$57,957-$57,957
Insurance-$9,961-$9,961
Depreciation Depletion$9,228--$9,228
Fees for Services Legal-$7,271-$7,271
Advertising$3,807--$3,807
Other Expenses$1,113$4,229-$1,113
Total Functional Expenses$3,561,737$736,764$0$4,298,501

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,298,501
Total Expenses per Audited Statements$4,298,501
Total Expenses per Form 990$4,298,501
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
Yes
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, Page 6, Part VI, Line 11B

“Tax returns are reviewed and approved by the board of trustees prior to submission.”

Form 990, Page 6, 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
Director
Phone
6148652635
Signed
2024-04-01

Organization Details

Principal Officer
Suhail Zidan
Formed
2006
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Holbrook & Manter Inc
Address
103 PROFESSIONAL PARKWAY, MARYSVILLE, OH 43040
Preparer
Mark a Welp CPA
Phone
9376448175
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

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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/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURNS ARE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RELEVANT DOCUMENTS ARE RELEASED TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OHIO CIVIL SERVICE EMPLOYEES ASSOCI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0390 WORTHINGTON ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WESTERVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd043082
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
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/TotalAssetsBOYAmt019161967
IRS990/TotalAssetsEOYAmt023584654
IRS990/TotalAssetsGrp/BOYAmt019161967
IRS990/TotalAssetsGrp/EOYAmt023584654
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0736764
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03561737
IRS990/TotalFunctionalExpensesGrp/TotalAmt04298501
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0305838
IRS990/TotalLiabilitiesEOYAmt0484954
IRS990/TotalLiabilitiesGrp/BOYAmt0305838
IRS990/TotalLiabilitiesGrp/EOYAmt0484954
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt018856129
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt023099700
IRS990/TotalOtherProgSrvcExpenseAmt09228
IRS990/TotalProgramServiceExpensesAmt03561737
IRS990/TotalProgramServiceRevenueAmt06186502
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08542072
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08542072
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt019161967
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt023584654
IRS990/TotReportableCompRltdOrgAmt0195823
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0390 WORTHINGTON ROAD
IRS990/USAddress/CityNm0WESTERVILLE
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043082
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0HTTPS://WWW.UEDTRUST.ORG/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUHAIL ZIDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06148652635
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-01
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310998651
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLBROOK & MANTER INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 PROFESSIONAL PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARYSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043040
ReturnHeader/PreparerPersonGrp/PhoneNum09376448175
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK A WELP CPA
ReturnHeader/ReturnTs02024-04-09T15:55:05-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUHAIL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZIDAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,584,654
Liabilities
$484,954
Net assets
$23,099,700
Revenue
$8,542,072
Expenses
$4,298,501
Net income
$4,243,571
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
Peer Organizations

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