United Food and Commercial Workers 227 and Employers (EIN 616038377) - 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

1949

Legal Domicile

Principal Officer

Robert Blair

Phone

8004519545

Tax Period

2020-11-01 to 2021-01-31

United Food and Commercial Workers 227 and Employers, founded in 1949, is a community nonprofit that reported $8.1M in total revenue in fiscal year 2020. Revenue fell 65% from the prior year — a significant decline worth monitoring.

Mission

Provision of health benefits to eligible participants.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $7,854,798

Investment Income $160,125

Other Revenue $48,000

TOTAL REVENUE $8,062,923

Expense Breakdown

Grants Paid $0

Salaries & Benefits $404,916

Fundraising Expenses $0

Other Expenses $325,548

TOTAL EXPENSES $8,107,967

Year-over-Year Comparison

	2020	2019	Change
Revenue	$8,062,923	$22,925,469	-0.6%
Expenses	$8,107,967	$45,086,229	-0.8%
Net Income	$-45,044	$-22,160,760	-1.0%

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

N/A

Employees

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

$109,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bob Blair	Trustee	001.00	Director	$0	$0	$62,400
Paul Whiteley	Trustee	001.00	Director	$0	$0	$46,800
Peggy Prescott	Trustee	001.00	Director	$0	$0	$0
Alan Quinkert	Trustee	001.00	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
2021	$8,062,923	$8,107,967	No data	$-45,044
2021	$8,062,923	$8,107,967	No data	$-45,044
2020	$22,925,469	$45,086,229	$16,053,595	$-22,160,760
2019	$45,889,466	$43,950,401	$38,181,012	$1,939,065
2018	$39,900,172	$44,207,614	$36,251,361	$-4,307,442

United Food and Commercial Workers 227 and Employers