UFCW LOCAL 1995 AND EMPLOYER HEALTH AND WELFARE FUND (EIN 586055205) - 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

1965

Legal Domicile

Principal Officer

GREG STALLINGS

Phone

7709979910

Tax Period

2023-11-01 to 2024-10-31

UFCW LOCAL 1995 AND EMPLOYER HEALTH AND WELFARE FUND, founded in 1965, is a mid-sized nonprofit that reported $31.4M in total revenue in fiscal year 2023.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS.

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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 $0

Program Service Revenue $31,409,231

Investment Income $0

Other Revenue $560

TOTAL REVENUE $31,409,791

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $943,563

TOTAL EXPENSES $31,286,157

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,409,791	$30,049,364	+0.0%
Expenses	$31,286,157	$30,294,707	+0.0%
Net Income	$123,634	$-245,343	-1.5%

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

$422,038

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG STALLINGS	UNION TRUSTEE	2.00	Director	$0	$0	$177,800
RICK MAJOR	UNION TRUSTEE	1.00	Director	$0	$0	$146,464
LISA RANDOLPH	ALTERNATE UNION TRUSTEE	1.00	Director	$0	$0	$97,774
PEGGY PRESCOTT	EMPLOYER TRUSTEE	2.00	Director	$0	$0	$0
RYLAN NORRIS	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
CHARLES ERVIN	ALTERNATE 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	$31,409,791	$31,286,157	$1,178,222	$123,634
2023	$30,049,364	$30,294,707	$1,035,439	$-245,343
2022	$34,599,922	$34,554,802	$1,031,135	$45,120
2021	$42,503,925	$43,026,713	$1,040,266	$-522,788
2020	$40,175,907	$41,346,062	$1,614,082	$-1,170,155
2019	$48,321,799	$46,805,371	$2,909,056	$1,516,428
2018	$43,002,749	$42,878,912	$1,405,429	$123,837

UFCW LOCAL 1995 AND EMPLOYER HEALTH AND WELFARE FUND