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Ufcw Health Insurance Plan For Retirees

Organization summary

Type of Nonprofit

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

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$22.7M (2023)

Expenses
$22.6M (2023)

Total Assets
$220k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2016 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 Feb.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,743,924
Expenses
$22,606,379
Net Income
$137,545
Net Assets
$220,000
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,743,924
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
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 $220,000
Total Liabilities $0
Net Assets $220,000
Compensation
Key Employees and Officers Compensation Related Other
Anthony M Perrone (International President) $0 $301,501 $69,959
Warren S Barclay (International Secretary Tr) $0 $248,223 $68,334
Paul Meinema (Executive Vice President) $0 $178,813 $47,285
Stuart Appelbaum (Executive Vice President) $0 $0 $33,450
Milton L Jones (International Vice President) $0 $233,506 $67,966

Document Links

Fiscal Year Ending Feb.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,143,189
Expenses
$20,213,291
Net Income
-$70,102
Net Assets
$82,455
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,143,189
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
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 $82,455
Total Liabilities $0
Net Assets $82,455
Compensation
Key Employees and Officers Compensation Related Other
Anthony M Perrone (International President) $0 $307,798 $67,654
Warren S Barclay (International Secretary Tr) $0 $248,012 $66,222
Paul Meinema (Executive Vice President) $0 $184,558 $34,645
Stuart Appelbaum (Executive Vice President) $0 $0 $32,850
Milton L Jones (Executive Vice President) $0 $243,160 $66,060

Document Links

Fiscal Year Ending Feb.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,757,691
Expenses
$25,857,344
Net Income
-$99,653
Net Assets
$152,557
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,757,691
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
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 $152,557
Total Liabilities $0
Net Assets $152,557
Compensation
Key Employees and Officers Compensation Related Other
Anthony M Perrone (International President) $0 $311,552 $64,029
Paul R Meinema (Executive Vice President) $0 $182,907 $42,550
Stuart H Appelbaum (Executive Vice President) $0 $0 $27,900
Warren S Barclay (International Secretary Tr) $0 $250,937 $62,747
Jones Milton L (Executive Vice President) $0 $243,154 $62,585

Document Links

Fiscal Year Ending Feb.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,011,748
Expenses
$27,004,149
Net Income
$7,599
Net Assets
$252,210
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $27,011,748
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
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 $252,210
Total Liabilities $0
Net Assets $252,210
Compensation
Key Employees and Officers Compensation Related Other
Anthony M Perrone (International President) $0 $322,608 $62,099
Paul R Meinema (Executive Vice President) $0 $183,756 $42,127
Stuart H Appelbaum (Executive Vice President) $0 $0 $27,900
Warren S Barclay (International Secretary Treasurer) $0 $254,753 $61,144
Jones Milton L (Executive Vice President) $0 $257,934 $61,078
Esther R Lopez (Former International Secretary Treasurer) $0 $178,422 $23,965

Document Links

Fiscal Year Ending Feb.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,068,475
Expenses
$29,079,422
Net Income
-$10,947
Net Assets
$244,611
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,068,475
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
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 $244,611
Total Liabilities $0
Net Assets $244,611
Compensation
Key Employees and Officers Compensation Related Other
Anthony M Perrone (Ufcw Int'l President) $0 $310,938 $57,038
Esther R Lopez (Ufcw Int'l Sec Treas) $0 $250,376 $56,056
Paul R Meinema (Ufcw Exec Comm Member) $0 $176,121 $40,672
Stuart H Appelbaum (Ufcw Exec Comm Member) $0 $327,755 $64,500
Warren S Barclay (Ufcw Exec Comm Member) $0 $231,472 $55,538

Document Links

Fiscal Year Ending Feb.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,483,076
Expenses
$30,566,895
Net Income
-$83,819
Net Assets
$255,558
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $30,483,076
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
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 $255,558
Total Liabilities $0
Net Assets $255,558
Compensation
Key Employees and Officers Compensation Related Other
Anthony M Perrone (Ufcw Int'l President) $0 $309,492 $52,247
Esther R Lopez (Ufcw Int'l Sec Treas) $0 $251,831 $49,265
Paul R Meinema (Ufcw Exec Comm Member) $0 $177,507 $40,752
Stuart H Appelbaum (Ufcw Exec Comm Member) $0 $299,485 $56,804
Warren S Barclay (Ufcw Exec Comm Member) $0 $236,432 $50,047

Document Links

Fiscal Year Ending Feb.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,560,239
Expenses
$29,560,239
Net Income
$0
Net Assets
$339,377
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,560,239
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
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 $339,377
Total Liabilities $0
Net Assets $339,377
Compensation
Key Employees and Officers Compensation Related Other
Anthony M Perrone (Ufcw Int'l President) $0 $309,019 $52,757
Patrick J O'neill (Ufcw Int'l Sec Treas) $0 $309,337 $36,730
Esther R Lopez (Ufcw Int'l Sec Treas) $0 $250,417 $50,023
Paul R Meinema (Ufcw Exec Comm Member) $0 $169,064 $48,276
Stuart H Appelbaum (Ufcw Exec Comm Member) $0 $249,572 $55,621
Warren S Barclay (Ufcw Exec Comm Member) $0 $461,111 $51,357

Document Links

Fiscal Year Ending Feb.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,413,519
Expenses
$2,074,142
Net Income
$339,377
Net Assets
$339,377
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,413,519
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
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 $339,377
Total Liabilities $0
Net Assets $339,377

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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