UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLOYERS HEALTH PLAN (EIN 390979166) - 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

1960

Legal Domicile

Principal Officer

JACOB BAILEY

Phone

4144762523

Tax Period

2022-12-01 to 2023-11-30

UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLOYERS HEALTH PLAN, founded in 1960, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2022.

Mission

HEALTH PLAN

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,809,708

Investment Income $69,623

Other Revenue $83

TOTAL REVENUE $2,879,414

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $506,047

TOTAL EXPENSES $3,063,080

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,879,414	$2,823,004	+0.0%
Expenses	$3,063,080	$2,499,973	+0.2%
Net Income	$-183,666	$323,031	-1.6%

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

$180,034

Total Directors

$489,594

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACOB BAILEY	CHAIRMAN/UNION TRUSTEE	1.00	Officer Director	$0	$20,665	$180,034
CHAD WHITESIDE	ALTERNATE UNION TRUSTEE	1.00	Director	$0	$20,665	$142,940
MELANIE BARTHOLF	UNION TRUSTEE	1.00	Director	$0	$20,665	$166,620
DARREN HORNDASCH	SECRETARY/EMPLOYER TRUSTEE	1.00	Officer Director	$0	$0	$0
TIMOTHY LAMERS	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
SHERRI BRYANT-SMITH	EMPLOYER TRUSTEE	1.00	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	$2,879,414	$3,063,080	$3,600,567	$-183,666
2022	$2,823,004	$2,499,973	$3,611,775	$323,031
2021	$2,833,660	$2,429,018	$3,364,989	$404,642
2020	$2,679,682	$2,682,098	$2,974,209	$-2,416
2019	$2,163,902	$2,356,883	$2,963,942	$-192,981
2018	$2,299,298	$2,257,412	$3,119,438	$41,886

UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLOYERS HEALTH PLAN