SUPERVALU GROUP HEALTH & WELFARE T… - Form 990 Financial Data

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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

1974

Legal Domicile

Principal Officer

JENNIFER HOGABOOM

Phone

9528284000

Tax Period

2023-01-01 to 2023-12-31

SUPERVALU GROUP HEALTH & WELFARE TRUST, founded in 1974, is a micro nonprofit that reported $53K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $90K exceeded revenue, resulting in a 70% operating deficit.

Mission

PROVIDE MEDICAL, DENTAL, DISABILITY, AND LIFE INSURANCE BENEFITS FOR SUPERVALU, INC. AND SUBSIDIARIES' EMPLOYEES.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

PROVIDE MEDICAL, DENTAL, DISABILITY, AND LIFE INSURANCE BENEFITS FOR SUPERVALU, INC. AND SUBSIDIARIES' EMPLOYEES.

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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 $0

Program Service Revenue $0

Investment Income $460

Other Revenue $52,294

TOTAL REVENUE $52,754

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $31

TOTAL EXPENSES $89,872

Year-over-Year Comparison

	2023	2022	Change
Revenue	$52,754	$44,217	+0.2%
Expenses	$89,872	$93,049	0.0%
Net Income	$-37,118	$-48,832	-0.2%

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
N/A	TRUSTEE	5.00		$0	$0	$0
UNFI	PLAN ADMINISTRATOR	1.00	Officer	$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
2023	$52,754	$89,872	No data	$-37,118
2022	$44,217	$93,049	$37,118	$-48,832
2021	$5,243,851	$16,929,993	$85,950	$-11,686,142
2020	$2,862,476	$2,701,547	$12,211,527	$160,929
2019	$18,408,996	$18,825,315	$11,817,480	$-416,319
2018	$28,159,306	$29,037,929	$11,929,881	$-878,623

SUPERVALU GROUP HEALTH & WELFARE TRUST