SOUTH CENTRAL UFCW UNIONS & EMPLOYERS HEALTH & WELFARE TRUST (EIN 751379068) - 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

1969

Legal Domicile

Principal Officer

RICK ALLEMAN

Phone

7709979910

Tax Period

2024-03-01 to 2025-02-28

SOUTH CENTRAL UFCW UNIONS & EMPLOYERS HEALTH & WELFARE TRUST, founded in 1969, is a small nonprofit that reported $292K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $879K exceeded revenue, resulting in a 201% operating deficit.

Mission

PROVIDING 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $219,485

Other Revenue $72,745

TOTAL REVENUE $292,230

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $878,624

TOTAL EXPENSES $878,624

Year-over-Year Comparison

	2024	2023	Change
Revenue	$292,230	$486,037	-0.4%
Expenses	$878,624	$714,729	+0.2%
Net Income	$-586,394	$-228,692	+1.6%

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

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

$1,407,414

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICK ALLEMAN	TRUSTEE	1.00	Director	$0	$0	$0
KAREN HILL	TRUSTEE	1.00	Director	$0	$0	$84,406
BRANDON HOPKINS	TRUSTEE	1.00	Director	$0	$0	$417,286
PEGGY PRESCOTT	TRUSTEE	1.00	Director	$0	$0	$0
JOHNNY RODRIGUEZ	TRUSTEE	1.00	Director	$0	$0	$291,458
SHIRLEY ROME	TRUSTEE	1.00	Director	$0	$0	$193,700
DON SATTLER	TRUSTEE	1.00	Director	$0	$0	$0
HENRY TAYLOR	TRUSTEE	1.00	Director	$0	$0	$0
FELIPE MENDEZ	ALTERNATE TRUSTEE	1.00	Director	$0	$0	$420,564

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
2025	$292,230	$878,624	No data	$-586,394
2024	$486,037	$714,729	$10,382,279	$-228,692
2023	$1,342,264	$5,927,303	$10,748,615	$-4,585,039
2022	$7,878,736	$23,182,555	$15,346,981	$-15,303,819
2021	$79,503,757	$89,285,756	$31,389,024	$-9,781,999
2020	$101,110,594	$89,365,996	$41,060,750	$11,744,598
2019	$98,951,317	$111,586,262	$28,859,712	$-12,634,945

SOUTH CENTRAL UFCW UNIONS & EMPLOYERS HEALTH & WELFARE TRUST