Union Education Trust

Not tax-deductible

Westerville, OHMutual-benefit / member-servingSince 2006Mutual/MembershipEIN 65-1283930

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

87¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $3.0M a year · 38% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
71 mo
of spending, in cash
Looks good: 70.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$656K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8.7M
-8% vs prior year
Spent
$5.4M
To programs
87%
Net assets
$31.3M
By yearFY2020–FY2025
Revenue
$8.7M
FY2025▼ -8%
Revenue by fiscal year
FY2020$8.3M
FY2021$8.4M
FY2022$4.0M
FY2023$8.5M
FY2024$9.5M
FY2025$8.7M
Expenses
$5.4M
FY2025▲ +19%
Expenses by fiscal year
FY2020$5.5M
FY2021$5.1M
FY2022$4.6M
FY2023$4.3M
FY2024$4.6M
FY2025$5.4M
Net assets
$31.3M
FY2025▲ +12%
Net assets by fiscal year
FY2020$14.3M
FY2021$19.5M
FY2022$18.9M
FY2023$23.1M
FY2024$28.0M
FY2025$31.3M

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2007.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $4.7M Management & general 13% · $732K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Union Education Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Trains Ohio union employees to advance careers and improve work life.

Provided by the organization

This section is blank until Union Education Trust claims this page.

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1 program service account for $4.7M of program spending, described in the organization's own filed words · FY2025.
01

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.

$4.7Mprogram expense

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By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$8.7M
Ln 12
Fees for servicesLn 2g$6.3M
Investment incomeLn 3$2.4M
Money outPt IX
$5.4M
Ln 25
Programscol B$4.7M
Managementcol C$732K
Owns and owesPt X
$31.3M
net assets · Ln 32
Cash and savingsLn 1–2$31.9M
Total assetsLn 16$32.0M
LiabilitiesLn 26$656K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$6.3M
Investment incomeLn 3$2.4M
Total revenueLn 12$8.7M
Assets in detailPt X, end of year
CashLn 1$1.1M
SavingsLn 2$30.9M
Cash and savings togetherLn 1–2$31.9M
Total assetsLn 16$32.0M
LiabilitiesLn 26$656K
Net assetsLn 32$31.3M
OperationsPt I, VI
EmployeesI 55
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$28.5M$31.9M
Total assetsLn 16$28.6M$32.0M
LiabilitiesLn 26$559K$656K
Net assetsLn 32$28.0M$31.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$4.1M$4.1M
Other salaries and wagesLn 7$500K$500K
Legal feesLn 11b$38K$38K
Advertising and promotionLn 12$8K$8K
OccupancyLn 16$96K$96K
Conferences, conventions and meetingsLn 19$72K$72K
Depreciation, depletion and amortizationLn 22$7K$7K
InsuranceLn 23$10K$10K
Other expenses (24a–d)Ln 24$581K$564K$17K
All other expensesLn 24e−$5K−$5K
Total functional expensesLn 25$5.4M$4.7M$732K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $8.7M$5.4M$3.3M$31.3M 990 PDF
FY2024 $9.5M$4.6M$4.9M$28.0M 990 PDF
FY2023 $8.5M$4.3M$4.2M$23.1M 990 PDF
FY2022 $4.0M$4.6M−$604K$18.9M 990 PDF
FY2021 $8.4M$5.1M$3.3M$19.5M 990 PDF
FY2020 $8.3M$5.5M$2.7M$14.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $8,713,379 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,331,151$6,331,151
VIII-3 Investment incomeRelated to mission $2,382,228$2,382,228
VIII-12 Total revenueRelated to mission $8,713,379$8,713,379
Part IX · Statement of functional expenses $5,422,566 across 10 lines filed
IX-4 Benefits paid to or for membersPrograms $4,117,493$4,117,493
IX-7 Other salaries and wagesManagement $499,784$499,784
IX-11b Legal feesManagement $37,544$37,544
IX-12 Advertising and promotionPrograms $7,637$7,637
IX-16 OccupancyManagement $95,502$95,502
IX-19 Conferences, conventions and meetingsManagement $71,757$71,757
IX-22 Depreciation, depletion and amortizationPrograms $6,591$6,591
IX-23 InsuranceManagement $10,051$10,051
IX-24 Other expenses (24a–d)Programs $564,271 · Management $16,880$581,151
IX-24e All other expensesPrograms −$4,944−$4,944
IX-25 Total functional expensesPrograms $4,691,048 · Management $731,518 · Fundraising $0$5,422,566
Part X · Balance sheet $31,954,791 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $934,813$1,059,333
X-2 Savings and temporary cash investmentsStart of year $27,603,826$30,879,757
X-9 Prepaid expenses and deferred chargesStart of year $21,851$15,701
X-16 Total assetsStart of year $28,567,081$31,954,791
X-17 Accounts payable and accrued expensesStart of year $558,885$655,782
X-26 Total liabilitiesStart of year $558,885$655,782
X-27 Net assets without donor restrictionsStart of year $28,008,196$31,299,009
X-32 Total net assets or fund balancesStart of year $28,008,196$31,299,009
X-33 Total liabilities and net assetsStart of year $28,567,081$31,954,791
Part XI · Reconciliation of net assets $31,299,009 net assets at year end
XI-1 Total revenue$8,713,379
XI-2 Total expenses$5,422,566
XI-3 Revenue less expenses$3,290,813
XI-4 Net assets at start of year$28,008,196
XI-10 Net assets at end of year$31,299,009

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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