UFCW LOCAL 1529 RETIREE FUND (EIN 461465087) - 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

2013

Legal Domicile

Principal Officer

LEON E SHEPPARD JR

Phone

9017583004

Tax Period

2024-06-01 to 2025-05-31

UFCW LOCAL 1529 RETIREE FUND, founded in 2013, is a small nonprofit in the Mutual Benefit sector that reported $139K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $521K exceeded revenue, resulting in a 274% operating deficit.

Mission

TO PROVIDE INSURANCE COVERAGE FOR ELIGIBLE RETIREES

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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 $0

Program Service Revenue $76,580

Investment Income $62,721

Other Revenue $0

TOTAL REVENUE $139,301

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $140,287

TOTAL EXPENSES $521,321

Year-over-Year Comparison

	2024	2023	Change
Revenue	$139,301	$166,323	-0.2%
Expenses	$521,321	$551,499	-0.1%
Net Income	$-382,020	$-385,176	0.0%

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

Total Directors

$512,413

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEON E SHEPPARD JR	TRUSTEE	2.00	Director	$0	$0	$307,688
RICHARD SLAYTON	TRUSTEE	2.00	Director	$0	$0	$204,725
PEGGY PRESCOTT	TRUSTEE	2.00	Director	$0	$0	$0
WES PITT	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
2025	$139,301	$521,321	$2,357,471	$-382,020
2024	$166,323	$551,499	$2,754,160	$-385,176
2023	$790,221	$668,115	$3,136,565	$122,106
2022	$1,225,152	$827,526	$3,009,567	$397,626
2021	$1,245,065	$676,342	$2,621,175	$568,723
2020	$1,268,583	$841,874	$2,051,280	$426,709
2019	$1,285,292	$879,816	$1,621,786	$405,476
2018	$1,265,658	$949,197	$1,210,319	$316,461

UFCW LOCAL 1529 RETIREE FUND