United Food and Commercial Workers Local 1000 and Kroger Dallas Health (EIN 311586967) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Phone

8008425899

Tax Period

2024-01-01 to 2024-12-31

United Food and Commercial Workers Local 1000 and Kroger Dallas Health, founded in 1998, is a mid-sized nonprofit that reported $36.5M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

The Funds purpose is to provide health and welfare benefits to eligible participants and their dependents under terms of a collective bargaining agreement between the employer and United Food Commercial Workers Local Union No. 1000.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $35,381,424

Investment Income $1,069,705

Other Revenue $0

TOTAL REVENUE $36,451,129

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,200,584

Other Expenses $2,489,727

TOTAL EXPENSES $37,200,584

Year-over-Year Comparison

	2024	2023	Change
Revenue	$36,451,129	$30,131,410	+0.2%
Expenses	$37,200,584	$33,719,844	+0.1%
Net Income	$-749,455	$-3,588,434	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard C Burris	Union Trustee	001.00	Director	$0	$0	$0
Henry Taylor	Employer Trustee	001.00	Director	$0	$0	$0
Peggy Prescott	Employer Trustee	001.00	Director	$0	$0	$0
Bethany Blankmeyer	Alternate Employer Trustee	001.00	Director	$0	$0	$0
Jennifer Foley	Union Trustee	001.00	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	$36,451,129	$37,200,584	$25,780,207	$-749,455
2023	$30,131,410	$33,719,844	$23,130,221	$-3,588,434
2022	$30,466,160	$28,418,691	$21,972,916	$2,047,469
2021	$29,474,183	$27,441,775	$19,077,558	$2,032,408
2020	$46,672,638	$38,385,991	$17,404,078	$8,286,647
2019	$44,338,121	$38,024,708	$10,194,131	$6,313,413
2018	$52,129,515	$50,963,915	$6,556,935	$1,165,600

United Food and Commercial Workers Local 1000 and Kroger Dallas Health