UFCW INLAND EMPIRE CHARITY FOUNDATION (EIN 352302756) - 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

MARK RAMOS

Phone

9096263333

Tax Period

2024-01-01 to 2024-12-31

UFCW INLAND EMPIRE CHARITY FOUNDATION, founded in 2007, is a small nonprofit in the Education sector that reported $158K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $28K, a strong 18% operating margin.

Mission

TO GRANT SCHOLARSHIPS AND MAKE CHARITABLE CONTRIBUTIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $56,671

Program Service Revenue $0

Investment Income $0

Other Revenue $100,885

TOTAL REVENUE $157,556

Expense Breakdown

Grants Paid $28,500

Salaries & Benefits $0

Fundraising Expenses $100,885

Program Expenses $28,500

Other Expenses $101,136

TOTAL EXPENSES $129,636

Year-over-Year Comparison

	2024	2023	Change
Revenue	$157,556	$169,341	-0.1%
Expenses	$129,636	$161,119	-0.2%
Net Income	$27,920	$8,222	+2.4%

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

$490,039

Total Directors

$490,039

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK RAMOS	PRESIDENT	1.0	Officer Director	$0	$15,895	$188,610
DELIANA SPEIGHTS	VICE PRESIDENT	1.0	Officer Director	$0	$15,895	$160,596
JASON CHUNG	DIRECTOR	1.0	Officer Director	$0	$15,895	$140,833

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	$157,556	$129,636	$58,203	$27,920
2023	$169,341	$161,119	$30,283	$8,222
2022	$104,127	$97,676	$22,061	$6,451
2021	$74,301	$74,605	$15,610	$-304
2020	$47,158	$40,155	$15,914	$7,003
2019	$80,497	$81,238	$8,911	$-741
2018	$71,192	$70,150	$9,652	$1,042

UFCW INLAND EMPIRE CHARITY FOUNDATION