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Ufcw & Employers Health & Welfare T Rust Fund

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$19M (2023)

Expenses
$13.5M (2023)

Total Assets
$34.6M (2023)

Total Liabilities
$37.4k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,980,449
Expenses
$13,480,230
Net Income
$5,500,219
Net Assets
$34,577,232
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,140,562
95.6%
Investment Income $962,490
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$122,603
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $34,614,608
Total Liabilities $37,376
Net Assets $34,577,232
Compensation
Key Employees and Officers Compensation Related Other
Martin A Rosas (Trustee) $0 $370,908 $13,437
Alfonso Figueroa Sanchez (Trustee) $0 $155,540 $13,437
Jon Mccormick (Trustee) $0 $0 $0
Gregg Frost (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,425,231
Expenses
$13,011,086
Net Income
$6,414,145
Net Assets
$27,503,406
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,125,616
98.5%
Investment Income $393,227
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$94,092
Net Inventory Sales $0
Other Revenue $480
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $27,556,156
Total Liabilities $52,750
Net Assets $27,503,406
Compensation
Key Employees and Officers Compensation Related Other
Martin A Rosas (Trustee) $0 $336,972 $13,437
Alfonso Figueroa Sanchez (Trustee) $0 $155,436 $13,437
Jon Mccormick (Trustee) $0 $0 $0
Gregg Frost (Trustee New) $0 $0 $0
Ronald Giangreco (Trustee Past) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,806,803
Expenses
$13,044,090
Net Income
$5,762,713
Net Assets
$22,026,723
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,587,876
98.8%
Investment Income $208,844
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,083
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,540,829
Total Liabilities $514,106
Net Assets $22,026,723
Compensation
Key Employees and Officers Compensation Related Other
Martin A Rosas (Trustee) $0 $339,394 $13,437
Alfonso Figueroa Sanchez (Trustee) $0 $154,405 $13,437
Jon Mccormick (Trustee) $0 $0 $0
Ronald Giangreco (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,749,263
Expenses
$12,327,079
Net Income
$6,422,184
Net Assets
$16,047,988
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,588,724
99.1%
Investment Income $163,882
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,343
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,217,156
Total Liabilities $169,168
Net Assets $16,047,988
Compensation
Key Employees and Officers Compensation Related Other
Martin A Rosas (Trustee) $0 $313,144 $0
Alfonso Figueroa Sanchez (Trustee) $0 $140,292 $0
Jon Mccormick (Trustee) $0 $0 $0
Ronald Giangreco (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,812,057
Expenses
$14,659,969
Net Income
$4,152,088
Net Assets
$9,294,732
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,645,125
99.1%
Investment Income $157,053
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,623
Net Inventory Sales $0
Other Revenue $11,502
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,327,134
Total Liabilities $1,032,402
Net Assets $9,294,732
Compensation
Key Employees and Officers Compensation Related Other
Martin A Rosas (Trustee) $0 $291,200 $0
Alfonso Figueroa Sanchez (Trustee) $0 $133,650 $0
Jon Mccormick (Trustee) $0 $0 $0
Ronald Giangreco (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,670,210
Expenses
$18,721,328
Net Income
-$2,051,118
Net Assets
$4,959,184
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,475,688
98.8%
Investment Income $130,812
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $29,709
0.2%
Net Inventory Sales $0
Other Revenue $34,001
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $58,890
0.3%
Assets/Debt
Total Assets $6,831,964
Total Liabilities $1,872,780
Net Assets $4,959,184
Compensation
Key Employees and Officers Compensation Related Other
Martin A Rosas (Trustee) $0 $279,200 $0
Alfonso Figueroa Sanchez (Trustee) $0 $126,140 $0
Jon Mccormick (Trustee) $0 $0 $0
Ronald Giangreco (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,528,161
Expenses
$18,363,248
Net Income
$4,164,913
Net Assets
$7,112,314
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,491,455
99.8%
Investment Income $34,849
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,722
0.0%
Net Inventory Sales $0
Other Revenue $135
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $26,218
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $249,605
1.4%
Assets/Debt
Total Assets $9,849,745
Total Liabilities $2,737,431
Net Assets $7,112,314
Compensation
Key Employees and Officers Compensation Related Other
Martin A Rosas (Trustee) $0 $204,684 $0
Alfonso Figueroa (Trustee) $0 $126,128 $0
Jon Mccormick (Trustee) $0 $0 $0
Ronald Giangreco (Trustee) $0 $0 $0
Dianna Campbell (Plan Administrator Past) $0 $124,629 $5,614

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,583,233
Expenses
$18,893,127
Net Income
$690,106
Net Assets
$2,941,368
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,573,586
100.0%
Investment Income $9,495
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$875
Net Inventory Sales $0
Other Revenue $1,027
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $17,265
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $278,496
1.5%
Assets/Debt
Total Assets $2,984,842
Total Liabilities $43,474
Net Assets $2,941,368

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,692,591
Expenses
$22,590,229
Net Income
-$3,897,638
Net Assets
-$1,730,036
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,631,353
99.7%
Investment Income $19,653
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $41,585
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $16,987
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $279,175
1.2%
Assets/Debt
Total Assets $4,070,263
Total Liabilities $5,800,299
Net Assets -$1,730,036
Compensation
Key Employees and Officers Compensation Related Other
Dianna Campbell (Plan Adminis) $14,030 $0 $2,957
Tom B Price (Trustee) $0 $0 $0
Cindi Nance (Trustee) $0 $0 $0
John Mccormick (Trustee) $0 $0 $0
Ronald Giangreco (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,626,262
Expenses
$21,064,515
Net Income
-$4,438,253
Net Assets
$2,217,261
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,376,237
98.5%
Investment Income $55,381
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $194,644
1.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $16,862
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $252,392
1.2%
Assets/Debt
Total Assets $5,583,376
Total Liabilities $3,366,115
Net Assets $2,217,261
Compensation
Key Employees and Officers Compensation Related Other
Dianna Campbell (Plan Adminis) $14,071 $0 $2,791
Tom B Price (Trustee) $0 $0 $0
Cindi Nance (Trustee) $0 $0 $0
John Mccormick (Trustee) $0 $0 $0
Ronald Giangreco (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,112,536
Expenses
$19,138,161
Net Income
-$3,025,625
Net Assets
$6,836,669
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,848,718
98.4%
Investment Income $92,124
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $171,694
1.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $306,187
1.6%
Assets/Debt
Total Assets $7,152,191
Total Liabilities $315,522
Net Assets $6,836,669
Compensation
Key Employees and Officers Compensation Related Other
Tom B Price (Trustee) $0 $0 $0
Cindi Nance (Trustee) $0 $0 $0
John Mccormick (Trustee) $0 $0 $0
Ron Giangreco (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,338,076
Expenses
$19,278,165
Net Income
-$2,940,089
Net Assets
$9,862,294
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,935,214
97.5%
Investment Income $516,425
3.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$113,563
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $310,201
1.6%
Assets/Debt
Total Assets $9,989,125
Total Liabilities $126,831
Net Assets $9,862,294

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,085,943
Expenses
$18,170,705
Net Income
-$2,084,762
Net Assets
$12,802,383
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,979,198
99.3%
Investment Income $222,609
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$115,864
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $306,269
1.7%
Assets/Debt
Total Assets $13,013,092
Total Liabilities $210,709
Net Assets $12,802,383

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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