UFCW WESTERN STATES SUPERFUND (EIN 912168483) - 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

2001

Legal Domicile

Principal Officer

JOSEPH DUFFLE

Phone

9094767600

Tax Period

2025-01-01 to 2025-12-31

UFCW WESTERN STATES SUPERFUND, founded in 2001, is a small nonprofit that reported $900K in total revenue in fiscal year 2025. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $318K, a strong 35% operating margin.

Mission

to financially assist participating local unions in establishing specific targets and to organize workers in the southern california retail food, retail meat, and retail drug industries, and to protect existing retail food, retail meat, and retail drug industry contracts.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $666,910

Investment Income $138,264

Other Revenue $94,434

TOTAL REVENUE $899,608

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $582,077

TOTAL EXPENSES $582,077

Year-over-Year Comparison

	2025	2024	Change
Revenue	$899,608	$1,044,928	-0.1%
Expenses	$582,077	$495,008	+0.2%
Net Income	$317,531	$549,920	-0.4%

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
MARK RAMOS	SECRETARY/TREASURER	0.1	Officer	$0	$0	$0
JOE DUFFLE	PRESIDENT	0.1	Officer	$0	$0	$0
DANA PALMER	RECORDER - PAST	0.1	Officer	$0	$0	$0
MATTHEW BELL	RECORDER	0.1	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
2025	$899,608	$582,077	$3,922,582	$317,531
2024	$1,044,928	$495,008	$3,605,051	$549,920
2023	$953,982	$459,328	$3,055,131	$494,654
2022	$781,273	$133,000	$2,560,477	$648,273
2021	$665,817	$252,162	$1,912,204	$413,655
2020	$714,896	$582,301	$1,498,549	$132,595
2019	$818,606	$519,829	$1,365,954	$298,777
2018	$1,192,457	$647,536	$1,067,177	$544,921

UFCW WESTERN STATES SUPERFUND