UFCW CHARITY FOUNDATION INC (EIN 521979561) - 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

1996

Legal Domicile

Principal Officer

DANNY KELLY

Phone

2022233111

Tax Period

2023-01-01 to 2023-12-31

UFCW CHARITY FOUNDATION INC, founded in 1996, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $69.2M in total revenue in fiscal year 2023. Revenue surged 5178% from the prior year, signaling strong growth momentum.

Mission

TO FINANCIALLY ASSIST VARIOUS CHARITABLE ORGANIZATIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $69,176,541

Program Service Revenue $0

Investment Income $33,672

Other Revenue $-4,314

TOTAL REVENUE $69,205,899

Expense Breakdown

Grants Paid $62,272,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,263,151

Other Expenses $7,012,691

TOTAL EXPENSES $69,284,691

Year-over-Year Comparison

	2023	2022	Change
Revenue	$69,205,899	$1,311,253	+51.8%
Expenses	$69,284,691	$1,028,782	+66.3%
Net Income	$-78,792	$282,471	-1.3%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANNY KELLY	PRESIDENT	1.00	Officer Director	$0	$0	$0
KEVIN MURPHY	TREASURER	1.00	Officer Director	$0	$0	$0
JOSEPH HAYNOS	SECRETARY/RECORDER	1.00	Officer 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	$69,205,899	$69,284,691	$30,798,293	$-78,792
2022	$1,311,253	$1,028,782	$7,710,270	$282,471
2021	$313,512	$163,378	$2,973,563	$150,134
2020	$229,213	$185,627	$2,833,626	$43,586
2019	$976,898	$255,426	$2,754,089	$721,472
2018	$220,923	$265,429	$1,969,718	$-44,506

UFCW CHARITY FOUNDATION INC