BOARD OF TRUSTEES OF UFCW UNIONS AND EMPLOYERS LEGAL ASSISTANCE FUND

EIN: 581359792 Mutual Benefit

ATLANTA, GA

Total Revenue
$1,472,620
Total Expenses
$1,540,274
Total Assets
$908,806
Net Assets
$626,134
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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
1978
Legal Domicile
GA
Principal Officer
ERIC TAYLOR
Phone
7709979910
Tax Period
2023-01-01 to 2023-12-31

BOARD OF TRUSTEES OF UFCW UNIONS AND EMPLOYERS LEGAL ASSISTANCE FUND, founded in 1978, is a community nonprofit in the Mutual Benefit sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum.

Mission

THE PLAN PROVIDES FOR LEGAL ASSISTANCE FOR ELIGIBLE EMPLOYEES AS SPECIFIED IN THE PLAN. THE ELIGIBLE EMPLOYEE HAS THE OPTION OF SERVICES THROUGH THE FUND-MAINTAINED OR CONTRACTED LAW OFFICE OR THE SERVICES OF AN ATTORNEY OF THEIR OWN CHOOSING SUBJECT TO CERTAIN LIMITS.

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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 $1,469,314
Investment Income $3,306
Other Revenue $0
TOTAL REVENUE $1,472,620

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,043,443
Fundraising Expenses $0
Other Expenses $482,149
TOTAL EXPENSES $1,540,274

Year-over-Year Comparison

2023 2022 Change
Revenue $1,472,620 $1,127,937 +0.3%
Expenses $1,540,274 $1,727,319 -0.1%
Net Income $-67,654 $-599,382 -0.9%
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
6
Independent Members
N/A
Employees
13
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
9
$1,341,523
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEVE LOMAX CHAIRMAN (THROUGH 6-30-23) 2.00
Director
$0 $0 $523,700
ERIC TAYLOR CHAIRMAN 1.00
Director
$0 $0 $350,511
MARIA DAVENPORT UNION TRUSTEE 1.00
Director
$0 $0 $179,889
ERIC LOMAX ALTERNATE UNION TRUSTEE 1.00
Director
$0 $0 $147,945
RALPH PORRAS UNION TRUSTEE 1.00
Director
$0 $0 $139,478
PEGGY PRESCOTT SECRETARY 2.00
Director
$0 $0 $0
REBECCA CLARK EMPLOYER TRUSTEE 1.00
Director
$0 $0 $0
LEE KUNSELMAN EMPLOYER TRUSTEE 1.00
Director
$0 $0 $0
ELIZABETH VICKERS ALTERNATE EMPLOYER TRUSTEE 1.00
Director
$0 $0 $0
LISA CARTER DIRECTOR-ATTORNEY 40.00
Highest
$185,519 $21,166 $206,685
HALEY RECOR ATTORNEY 40.00
Highest
$117,386 $20,221 $137,607
MARK HINDS ATTORNEY 40.00
Highest
$108,835 $20,221 $129,056
STANLEY JOHNSON ATTORNEY 40.00
Highest
$104,256 $20,221 $124,477
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 $1,472,620 $1,540,274 $908,806 $-67,654
2022 $1,127,937 $1,727,319 $911,456 $-599,382
2021 $1,747,736 $1,488,833 $1,334,228 $258,903
2020 $1,810,903 $1,442,654 $1,038,028 $368,249
2019 $1,444,738 $1,799,429 $800,444 $-354,691
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