UNFI ASSIST INC (EIN 208607760) - 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

2007

Legal Domicile

Principal Officer

SARAH SCHMITZ

Phone

9528284000

Tax Period

2023-01-01 to 2023-12-31

UNFI ASSIST INC, founded in 2007, is a small nonprofit in the Human Services sector that reported $226K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $87K, a strong 38% operating margin.

Mission

TO PROVIDE CHARITABLE ASSISTANCE TO EMPLOYEES OF UNITED NATURAL FOODS INC., ITS AFFILIATES, THEIR FAMILIES, AND OTHERS WHO ARE VICTIMS OF NATURAL DISASTERS, TERRORISM, DOMESTIC VIOLENCE AND OTHER CATASTROPHIC EVENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $226,064

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $226,064

Expense Breakdown

Grants Paid $139,270

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $139,270

Other Expenses $66

TOTAL EXPENSES $139,336

Year-over-Year Comparison

	2023	2022	Change
Revenue	$226,064	$205,755	+0.1%
Expenses	$139,336	$308,763	-0.5%
Net Income	$86,728	$-103,008	-1.8%

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

Employees

N/A

Volunteers

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
RANDALL BENJAMIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
DIANA COLBURN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JACOB KEDINGER	TREASURER	1.00	Officer Director	$0	$0	$0
JENNY AGUIRRE	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM HELLER	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF SAULT	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT KNYCHALSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
CRYSTAL JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEXIS GIBBS	PROGRAM COORDINATOR	2.00	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
2024	No data	No data	No data	No data
2023	$226,064	$139,336	$459,441	$86,728
2022	$205,755	$308,763	$372,713	$-103,008
2021	$155,862	$193,565	$475,721	$-37,703
2020	$246,953	$228,862	$513,424	$18,091

UNFI ASSIST INC