UNION EDUCATION TRUST

EIN: 651283930 Mutual Benefit

WESTERVILLE, OH

Total Revenue
$8,713,379
Total Expenses
$5,422,566
Total Assets
$31,954,791
Net Assets
$31,299,009
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
OH
Principal Officer
CHRISTOPHER MABE
Phone
6148652635
Tax Period
2025-01-01 to 2025-12-31

UNION EDUCATION TRUST, founded in 2006, is a community nonprofit in the Mutual Benefit sector that reported $8.7M in total revenue in fiscal year 2025. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $3.3M, a strong 38% operating margin.

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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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $6,331,151
Investment Income $2,382,228
Other Revenue $0
TOTAL REVENUE $8,713,379

Expense Breakdown

Grants Paid $0
Salaries & Benefits $499,784
Fundraising Expenses $0
Program Expenses $4,691,048
Other Expenses $805,289
TOTAL EXPENSES $5,422,566

Year-over-Year Comparison

2025 2024 Change
Revenue $8,713,379 $9,465,985 -0.1%
Expenses $5,422,566 $4,557,489 +0.2%
Net Income $3,290,813 $4,908,496 -0.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$87,419
Total Directors
9
$251,205
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SUHAIL ZIDAN DIRECTOR 40.00
Director
$0 $0 $118,412
CHRISTOPHER MABE CHAIR 2.00
Officer Director
$0 $0 $81,419
KIMBERLY ALBERT DIRECTOR 40.00
Director
$0 $0 $18,410
LESLIE TILTON TRUSTEE 2.00
Director
$0 $0 $7,436
SHERRY LITTLE TRUSTEE 2.00
Director
$0 $0 $7,209
KATHY GERSPER TREASURER 2.00
Officer Director
$0 $0 $6,000
GERARD JOLLY TRUSTEE 2.00
Director
$0 $0 $6,000
NACHAEL CHURCH TRUSTEE 2.00
Director
$0 $0 $3,271
CHRISTOPHER BUCCIERI TRUSTEE 2.00
Director
$0 $0 $3,048
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $8,713,379 $5,422,566 $31,954,791 $3,290,813
2024 $9,465,985 $4,557,489 $28,567,081 $4,908,496
2023 $8,542,072 $4,298,501 $23,584,654 $4,243,571
2022 $4,007,603 $4,611,316 $19,161,967 $-603,713
2021 $8,365,976 $5,077,984 $19,966,963 $3,287,992
2020 $8,258,193 $5,543,341 $16,722,776 $2,714,852
2019 $6,907,596 $5,524,669 $14,101,246 $1,382,927
2018 $6,825,736 $5,772,217 $11,240,334 $1,053,519
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