UFCW UNION LOCAL 919 & CONTRIBUTING EMPLOYERS FOOD HEALTH & WELFARE FUND (EIN 060844353) - Form 990 Financial Analysis & Trantor Score

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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

1967

Legal Domicile

Principal Officer

MARK A ESPINOSA

Phone

8606778118

Tax Period

2019-08-01 to 2020-07-31

UFCW UNION LOCAL 919 & CONTRIBUTING EMPLOYERS FOOD HEALTH & WELFARE FUND, founded in 1967, is a mid-sized nonprofit that reported $28.3M in total revenue in fiscal year 2019.

Mission

PROVIDING ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH EMPLOYEE HEALTH AND WELFARE BENEFITS.

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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%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $27,524,709

Investment Income $113,298

Other Revenue $677,565

TOTAL REVENUE $28,315,572

Expense Breakdown

Grants Paid $0

Salaries & Benefits $417,341

Fundraising Expenses $0

Other Expenses $2,243,951

TOTAL EXPENSES $27,801,630

Year-over-Year Comparison

	2019	2018	Change
Revenue	$28,315,572	$28,723,346	0.0%
Expenses	$27,801,630	$27,544,371	+0.0%
Net Income	$513,942	$1,178,975	-0.6%

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

Governance

Voting Members

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK A ESPINOSA	CHARIMAN/TRUSTEE	3.00	Officer Director	$0	$0	$0
JASON PARADIS	SECRETARY/TRUSTEE	3.00	Officer Director	$0	$0	$0
JASON DOKLA	LABOR TRUSTEE	3.00	Director	$0	$0	$0
JOANNA SANTANA	LABOR ALTERNATE TRUSTEE	3.00	Director	$0	$0	$0
BOB SPINELLA	MANAGEMENT TRUSTEE	3.00	Director	$0	$0	$0
GENE DEL ROSARIO	MANAGEMENT ALTERNATE TRUSTE	3.00	Director	$0	$0	$0
CHRISTA KRAMER	MANAGEMENT ALTERNATE TRUSTE	3.00	Director	$0	$0	$0
ROGER BARRETTE	FUND OFFICE MANAGER	25.00	Highest	$111,443	$9,856	$169,060

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
2020	$28,315,572	$27,801,630	$7,641,952	$513,942
2020	$12,076,426	$13,497,523	No data	$-1,421,097
2019	$28,723,346	$27,544,371	$7,247,410	$1,178,975
2018	$31,004,611	$30,925,996	$6,991,670	$78,615

UFCW UNION LOCAL 919 & CONTRIBUTING EMPLOYERS FOOD HEALTH & WELFARE FUND