Union Education Trust
Westerville, Ohio
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Very Good
How This Organization Compares
Compared to 2 peers in Mutual & Membership Benefit with $1M-$10M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $8,542,072↑113% | $4,298,501↓7% | $23,584,654↑23% | |
| 2022 | $4,007,603↓52% | $4,611,316↓9% | $19,161,967↓4% | — |
| 2021 | $8,365,976↑1% | $5,077,984↓8% | $19,966,963↑19% | — |
| 2020 | $8,258,193↑20% | $5,543,341 | $16,722,776↑19% | — |
| 2019 | $6,907,596↑1% | $5,524,669↓4% | $14,101,246↑25% | — |
| 2018 | $6,825,736 | $5,772,217 | $11,240,334↑6% | — |
| 2017 | $6,831,649↓2% | $5,760,406↑3% | $10,615,488↑21% | — |
| 2016 | $6,958,526↑7% | $5,575,183↑4% | $8,808,208↑17% | — |
| 2015 | $6,499,892↑2% | $5,379,576↑3% | $7,556,102↑18% | — |
| 2014 | $6,388,557↓1% | $5,212,685↑4% | $6,428,413↑25% | — |
| 2013 | $6,430,641↓3% | $5,007,862↓16% | $5,135,768↑16% | — |
| 2012 | $6,595,632↓6% | $5,936,496↓29% | $4,423,889↓4% | — |
| 2011 | $7,001,958 | $8,303,983 | $4,590,784 | — |
Frequently Asked Questions
What does Union Education Trust do?▼
Union Education Trust is a mutual & membership benefit nonprofit organization based in Ohio. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Union Education Trust financially healthy?▼
Based on our 9-metric Financial Health Score model, Union Education Trust has a score of 78/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.
How much revenue does Union Education Trust generate?▼
Union Education Trust reports $8.7M in annual revenue and holds $32.0M in total assets, based on IRS filings.
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