UFCW LOCAL 1625 AND EMPLOYERS HEALTH AND WELFARE FUND (EIN 756232408) - 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

1962

Legal Domicile

Principal Officer

EDWARD K CHAMBERS JR

Phone

9542666322

Tax Period

2024-01-01 to 2024-12-31

UFCW LOCAL 1625 AND EMPLOYERS HEALTH AND WELFARE FUND, founded in 1962, is a community nonprofit that reported $8.0M in total revenue in fiscal year 2024. Expenses of $7.0M left a modest 12% surplus.

Mission

PROVIDE HEALTH 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 $7,735,140

Investment Income $242,889

Other Revenue $18

TOTAL REVENUE $7,978,047

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $374,866

TOTAL EXPENSES $7,048,973

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,978,047	$7,837,941	+0.0%
Expenses	$7,048,973	$7,223,994	0.0%
Net Income	$929,074	$613,947	+0.5%

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
EDWARD K CHAMBERS JR	TRUSTEE	1.00	Director	$0	$0	$0
GARY PARODY JR	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM R BARRY	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH TROLLER	TRUSTEE - ALTERNATE	1.00	Director	$0	$0	$0
TRACY SURDYK	TRUSTEE	1.00	Director	$0	$0	$0
DAVID ARMSTRONG	TRUSTEE	1.00	Director	$0	$0	$0
JANET CANNON	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	$7,978,047	$7,048,973	$7,073,178	$929,074
2023	$7,837,941	$7,223,994	$6,107,964	$613,947
2022	$8,769,975	$7,384,504	$5,414,517	$1,385,471
2021	$9,085,867	$6,967,325	$4,072,192	$2,118,542
2020	$9,465,666	$8,706,518	$1,953,650	$759,148
2019	$12,933,052	$13,496,446	$942,172	$-563,394

UFCW LOCAL 1625 AND EMPLOYERS HEALTH AND WELFARE FUND