United Food & Commercial Workers Region 5 Council (EIN 750910505) - 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

1950

Legal Domicile

Principal Officer

Leon Sheppard JR

Phone

8174817047

Tax Period

2024-01-01 to 2024-12-31

United Food & Commercial Workers Region 5 Council, founded in 1950, is a small nonprofit that reported $184K in total revenue in fiscal year 2024. Expenses of $171K left a modest 7% surplus.

Mission

Assisting Affiliates in their support of union membership.

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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 (2024)

Revenue Breakdown

Contributions & Grants $173,693

Program Service Revenue $0

Investment Income $10,140

Other Revenue $0

TOTAL REVENUE $183,833

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $158,834

Other Expenses $171,267

TOTAL EXPENSES $171,267

Year-over-Year Comparison

	2024	2023	Change
Revenue	$183,833	$180,270	+0.0%
Expenses	$171,267	$204,100	-0.2%
Net Income	$12,566	$-23,830	-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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karen Hill	Vice President	001.00	Officer	$0	$0	$0
Brandon Hopkins	Vice President	001.00	Officer	$0	$0	$0
Ricky Burris	Secretary Treasurer	001.00	Officer	$0	$0	$0
Rick Major	Recorder	001.00	Officer	$0	$0	$0
Mark Villeneuve	Mike Villeneuve	001.00	Officer	$0	$0	$0
Felipe Mendez	Vice President	001.00	Officer	$0	$0	$0
Leon Sheppard Jr	President	001.00	Officer	$0	$0	$0
Ed Chambers	Vice President	001.00	Officer	$0	$0	$0
Greg Stallings	Vice President	001.00	Officer	$0	$0	$0
Eric Taylor	Vice President	001.00	Officer	$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	$183,833	$171,267	$692,413	$12,566
2023	$180,270	$204,100	$679,847	$-23,830
2022	$165,361	$52,592	$703,677	$112,769
2021	$138,710	$123,979	$590,908	$14,731
2020	$153,387	$148,306	$576,177	$5,081
2019	$155,690	$74,348	$570,192	$81,342
2018	$163,247	$79,466	$488,850	$83,781

United Food & Commercial Workers Region 5 Council