UFCW UNION LOCAL 88 & EMPLOYERS HEALTH & WELFARE FUND

EIN: 200946697 Mutual Benefit

ST LOUIS, MO

Total Revenue
$17,113,333
Total Expenses
$14,273,944
Total Assets
$21,451,319
Net Assets
$21,412,212
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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
2004
Legal Domicile
MO
Principal Officer
KYLE NORRIS
Phone
3143448899
Tax Period
2024-04-01 to 2025-03-31

UFCW UNION LOCAL 88 & EMPLOYERS HEALTH & WELFARE FUND, founded in 2004, is a mid-sized nonprofit in the Mutual Benefit sector that reported $17.1M in total revenue in fiscal year 2024. The organization ran a surplus of $2.8M, a strong 17% operating margin.

Mission

PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS.

Program Service Accomplishments

Program 1
Revenue: $16,661,763

PROVIDE MEDICAL, PHARMACY, DENTAL, VISION, SHORT TERM DISABILITY AND LIFE INSURANCE BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $16,636,763
Investment Income $451,570
Other Revenue $25,000
TOTAL REVENUE $17,113,333

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $872,308
TOTAL EXPENSES $14,273,944

Year-over-Year Comparison

2024 2023 Change
Revenue $17,113,333 $16,330,352 +0.0%
Expenses $14,273,944 $13,853,840 +0.0%
Net Income $2,839,389 $2,476,512 +0.1%
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
6
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
2
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NANCY MEYER SECRETARY 1.00
Officer Director
$0 $0 $0
DAN TELLE TRUSTEE 1.00
Director
$0 $0 $0
MIKE WILLIS ALT. TRUSTEE 1.00
Director
$0 $0 $0
KYLE NORRIS CHAIRMAN 1.00
Officer Director
$0 $0 $0
AMY ARMSTRONG TRUSTEE 1.00
Director
$0 $0 $0
MIKE FORTE TRUSTEE 1.00
Director
$0 $0 $0
TONI LANDRETH EXITING TRUSTEE 1.00
Director
$0 $0 $0
JACK RODEMAN TRUSTEE 1.00
Director
$0 $0 $0
MEGAN WILLOUGHBY ALT. TRUSTEE 1.00
Director
$0 $0 $0
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 $17,113,333 $14,273,944 $21,451,319 $2,839,389
2024 $16,330,352 $13,853,840 $18,396,798 $2,476,512
2023 $15,992,054 $15,283,858 $15,122,276 $708,196
2022 $16,390,136 $16,820,060 $15,413,349 $-429,924
2021 $18,024,510 $16,066,435 $16,022,848 $1,958,075
2020 $19,248,235 $19,553,570 $12,336,906 $-305,335
2019 $19,663,929 $18,190,078 $13,526,731 $1,473,851
2018 $18,912,580 $16,181,177 $11,751,146 $2,731,403
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