Nonprofit · EIN 65-1283930
UNION EDUCATION TRUST
Tax-exempt · WESTERVILLE, OH 43082
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $8,713,379 | $5,422,566 | $3,290,813 | $31,954,791 | $655,782 | $31,299,009 |
| December 31, 2024 | 990 | $9,465,985 | $4,557,489 | $4,908,496 | $28,567,081 | $558,885 | $28,008,196 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,331,151
- Investment income
- $2,382,228
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,117,493
- Other salaries and wages
- $499,784
- Salaries, compensation and benefits (total)
- $499,784
- Professional fundraising fees
- $0
- Legal fees
- $37,544
- Occupancy
- $95,502
- Depreciation
- $6,591
- Program services (functional)
- $4,691,048
- Management and general (functional)
- $731,518
Balance sheet and other
- Total assets, start of year
- $28,567,081
- Total assets, end of year
- $31,954,791
- Total liabilities, end of year
- $655,782
- Net assets, end of year
- $31,299,009
- Net assets without donor restrictions
- $31,299,009
- Gross receipts
- $8,713,379
- Employees
- 0
- Year formed
- 2006
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| SUHAIL ZIDAN | DIRECTOR Trustee or director | 40 | $0 | $118,412 |
| CHRISTOPHER MABE | CHAIR Trustee or director, Officer | 2 | $0 | $81,419 |
| KIMBERLY ALBERT | DIRECTOR Trustee or director | 40 | $0 | $18,410 |
| LESLIE TILTON | TRUSTEE Trustee or director | 2 | $0 | $7,436 |
| SHERRY LITTLE | TRUSTEE Trustee or director | 2 | $0 | $7,209 |
| KATHY GERSPER | TREASURER Trustee or director, Officer | 2 | $0 | $6,000 |
| GERARD JOLLY | TRUSTEE Trustee or director | 2 | $0 | $6,000 |
| NACHAEL CHURCH | TRUSTEE Trustee or director | 2 | $0 | $3,271 |
| CHRISTOPHER BUCCIERI | TRUSTEE Trustee or director | 2 | $0 | $3,048 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| SUHAIL ZIDAN | DIRECTOR Trustee or director | 40 | $0 | $101,308 |
| CHRISTOPHER MABE | CHAIR Trustee or director, Officer | 2 | $0 | $79,479 |
| KATHY GERSPER | TREASURER Trustee or director, Officer | 2 | $0 | $6,000 |
| GERARD JOLLY | TRUSTEE Trustee or director | 2 | $0 | $6,000 |
| SHERRY LITTLE | TRUSTEE Trustee or director | 2 | $0 | $5,985 |
| LESLIE TILTON | TRUSTEE Trustee or director | 2 | $0 | $5,042 |
| NACHAEL CHURCH | TRUSTEE Trustee or director | 2 | $0 | $3,405 |
| CHRISTOPHER BUCCIERI | TRUSTEE Trustee or director | 2 | $0 | $3,218 |
Address and contacts
- Address (IRS master file)
- 390 WORTHINGTON ROAD, WESTERVILLE, OH 43082-8328
- In care of
- % GERI KAPAROS
- Principal officer (990 for 2025)
- CHRISTOPHER MABE, 390 WORTHINGTON ROAD, WESTERVILLE, OH 43082
- Signed the 990
- CHRISTOPHER MABE, CHAIR
- Phone
- (614) 865-2635
- Website
- HTTPS://WWW.UEDTRUST.ORG/
- Return prepared by
- HOLBROOK & MANTER INC
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.
Program accomplishments
- 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.Expenses $4,691,048
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 65-1283930
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $31,954,791
- Income (IRS master file)
- $8,713,379
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $8,713,379 | $5,422,566 | $31,954,791 | XML |
| 990 | December 2024 | $9,465,985 | $4,557,489 | $28,567,081 | XML |
| 990 | December 2023 | $8,542,072 | $4,298,501 | $23,584,654 | IRS |
| 990 | December 2022 | $4,007,603 | $4,611,316 | $19,161,967 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about UNION EDUCATION TRUST
- What is the EIN of UNION EDUCATION TRUST?
- The employer identification number (EIN) of UNION EDUCATION TRUST is 65-1283930.
- Is UNION EDUCATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to UNION EDUCATION TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNION EDUCATION TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNION EDUCATION TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNION EDUCATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UNION EDUCATION TRUST?
- The 990 for the year ended December 31, 2025 names CHRISTOPHER MABE.
- Who are the officers and directors of UNION EDUCATION TRUST?
- The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does UNION EDUCATION TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $8,713,379, expenses of $5,422,566 and total assets of $31,954,791 at year end.
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