UFCW Vacation Compensation Trust

EIN: 467157736 Mutual Benefit

Roseville, CA

Total Revenue
$421,591
Total Expenses
$238,257
Total Assets
$1,600,450
Net Assets
$1,600,450
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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
2014
Legal Domicile
CA
Principal Officer
Jacques Loveall
Phone
9167860588
Tax Period
2023-01-01 to 2023-12-31

UFCW Vacation Compensation Trust, founded in 2014, is a small nonprofit in the Mutual Benefit sector that reported $422K in total revenue in fiscal year 2023. The organization ran a surplus of $183K, a strong 43% operating margin.

Mission

Provide Vacation and Compensation Benefits to Eligible 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $420,000
Investment Income $1,591
Other Revenue $0
TOTAL REVENUE $421,591

Expense Breakdown

Grants Paid $0
Salaries & Benefits $24,840
Fundraising Expenses $0
Other Expenses $9,982
TOTAL EXPENSES $238,257

Year-over-Year Comparison

2023 2022 Change
Revenue $421,591 $420,517 +0.0%
Expenses $238,257 $194,281 +0.2%
Net Income $183,334 $226,236 -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

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Governance

Voting Members
2
Independent Members
1
Employees
32
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
0
$0
Total Directors
2
$483,909
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JACQUES LOVEALL TRUSTEE 0.0
Director
$0 $24,511 $317,198
PAUL SUPAT TRUSTEE 0.0
Director
$2,365 $24,511 $166,711
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 $421,591 $238,257 $1,600,450 $183,334
2022 $420,517 $194,281 $1,417,116 $226,236
2021 $421,274 $111,504 $1,190,880 $309,770
2020 $420,276 $208,796 $881,110 $211,480
2019 $387,140 $341,450 $669,630 $45,690
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