UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS HEALTH & WELFARE UND (EIN 222507311) - 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

1983

Legal Domicile

Principal Officer

JEFFREY JONES

Phone

4137331197

Tax Period

2019-11-01 to 2020-10-31

UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS HEALTH & WELFARE UND, founded in 1983, is a community nonprofit that reported $7.6M in total revenue in fiscal year 2019. Revenue decreased 10% compared to the prior year. Expenses of $7.0M left a modest 7% surplus.

Mission

PROVIDING ELIGIBLE PARTICIPANTS WITH VARIOUS HEALTH & 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 $7,393,235

Investment Income $6,832

Other Revenue $191,047

TOTAL REVENUE $7,591,114

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,210,817

TOTAL EXPENSES $7,031,199

Year-over-Year Comparison

	2019	2018	Change
Revenue	$7,591,114	$8,447,183	-0.1%
Expenses	$7,031,199	$7,377,913	0.0%
Net Income	$559,915	$1,069,270	-0.5%

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

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

$154,377

Total Directors

$262,445

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TYRONE C HOUSEY	CHAIRMAN/UNION TRUSTEE	2.00	Officer Director	$0	$14,133	$154,377
GENEROSO DEL ROSARIO	SECRETARY/MANAGEMENT TRUST	2.00	Director	$0	$0	$0
JEFFERY W JONES	UNION TRUSTEE	2.00	Director	$0	$14,133	$108,068
CHRISTA KRAMER	MANAGEMENT TRUSTEE	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
2020	$7,591,114	$7,031,199	$4,788,614	$559,915
2020	$1,390,170	$425,862	No data	$964,308
2019	$8,447,183	$7,377,913	$3,836,926	$1,069,270
2018	$7,250,729	$8,321,535	$2,875,866	$-1,070,806

UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS HEALTH & WELFARE UND