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Union Education Trust FY2020 filing

Not tax-deductible

Westerville, OHMutual-benefit / member-servingSince 2006Mutual/MembershipEIN 65-1283930Revenue $8.3M in FY2020

On file with the IRSuedtrust.org390 Worthington Road, 43082-8328 · Westerville, OHTax-exempt since Aug 2007

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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

91¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2020 · 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
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
36 mo
of spending, in cash
Looks good: 36.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$2.4M
14% of total assets
Looks good: liabilities are 14% 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
$8.3M
Spent
$5.5M
To programs
91%
Net assets
$14.3M
By yearFY2020–FY2025
Revenue
$8.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$8.3M
FY2021$8.4M
FY2022$4.0M
FY2023$8.5M
FY2024$9.5M
FY2025$8.7M
Expenses
$5.5M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$5.5M
FY2021$5.1M
FY2022$4.6M
FY2023$4.3M
FY2024$4.6M
FY2025$5.4M
Net assets
$14.3M
FY2020
Tap a bar for its year
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 FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

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

91 cents of each dollar spent went to programs.

Program services 91% · $5.1M Management & general 9% · $488K

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

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Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation
Suhail Zidan
Executive Director
$0Pt VII · Sec A
Christopher Mabe
Chairperson
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$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.

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Provided by the organization

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1 program · $5.1M · in their own filed words · FY2020
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.

$5.1Mprogram expense

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$8.3M
Ln 12
Fees for servicesLn 2g$6.6M
Investment incomeLn 3$1.6M
Money outPt IX
$5.5M
Ln 25
Programscol B$5.1M
Managementcol C$488K
Owns and owesPt X
$14.3M
net assets · Ln 32
Cash and savingsLn 1–2$16.7M
Total assetsLn 16$16.7M
LiabilitiesLn 26$2.4M
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$6.6M
Investment incomeLn 3$1.6M
Total revenueLn 12$8.3M
Assets in detailPt X, end of year
CashLn 1$899K
SavingsLn 2$15.8M
Cash and savings togetherLn 1–2$16.7M
Total assetsLn 16$16.7M
LiabilitiesLn 26$2.4M
Net assetsLn 32$14.3M
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 FY20End FY20
Cash and savingsLn 1–2$14.1M$16.7M
Total assetsLn 16$14.1M$16.7M
LiabilitiesLn 26$2.5M$2.4M
Net assetsLn 32$11.6M$14.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$4.5M$4.5M
Other salaries and wagesLn 7$372K$372K
Legal feesLn 11b$116$116
Investment management feesLn 11f$6K$6K
Advertising and promotionLn 12$5K$5K
OccupancyLn 16$96K$96K
Conferences, conventions and meetingsLn 19$6K$6K
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$502K$502K
Total functional expensesLn 25$5.5M$5.1M$488K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $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 Viewing $8.3M$5.5M$2.7M$14.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $8,258,193 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $6,717,703$6,614,079
I-10 Investment incomePrior year $189,893$1,644,114
I-11 Other revenue$0
I-12 Total revenuePrior year $6,907,596$8,258,193
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to membersPrior year $4,476,609$4,548,069
I-15 Salaries and benefitsPrior year $373,682$371,686
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $674,378$623,586
I-18 Total expensesPrior year $5,524,669$5,543,341
I-19 Revenue less expensesPrior year $1,382,927$2,714,852
Part VI · Governance 7 of 7 board members independent, 4 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $8,258,193 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,614,079$6,614,079
VIII-3 Investment incomeRelated to mission $1,644,114$1,644,114
VIII-12 Total revenueRelated to mission $8,258,193 · Unrelated business $0 · Excluded from tax $0$8,258,193
Part IX · Statement of functional expenses $5,543,341 across 9 lines filed
IX-4 Benefits paid to or for membersPrograms $4,548,069$4,548,069
IX-7 Other salaries and wagesManagement $371,686$371,686
IX-11b Legal feesManagement $116$116
IX-11f Investment management feesManagement $6,335$6,335
IX-12 Advertising and promotionPrograms $5,381$5,381
IX-16 OccupancyManagement $95,502$95,502
IX-19 Conferences, conventions and meetingsManagement $6,166$6,166
IX-23 InsuranceManagement $8,349$8,349
IX-24 Other expenses (24a–d)Programs $501,737$501,737
IX-25 Total functional expensesPrograms $5,055,187 · Management $488,154 · Fundraising $0$5,543,341
Part X · Balance sheet $16,722,776 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $998,351$898,771
X-2 Savings and temporary cash investmentsStart of year $13,070,169$15,814,105
X-9 Prepaid expenses and deferred chargesStart of year $32,726$9,900
X-16 Total assetsStart of year $14,101,246$16,722,776
X-17 Accounts payable and accrued expensesStart of year $678,005$584,683
X-25 Other liabilitiesStart of year $1,828,516$1,828,496
X-26 Total liabilitiesStart of year $2,506,521$2,413,179
X-27 Net assets without donor restrictionsStart of year $11,594,725$14,309,597
X-32 Total net assets or fund balancesStart of year $11,594,725$14,309,597
X-33 Total liabilities and net assetsStart of year $14,101,246$16,722,776
Part XI · Reconciliation of net assets $14,309,597 net assets at year end
XI-1 Total revenue$8,258,193
XI-2 Total expenses$5,543,341
XI-3 Revenue less expenses$2,714,852
XI-4 Net assets at start of year$11,594,725
XI-8 Prior period adjustments$20
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$14,309,597

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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