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Rocky Mountain Ufcw Unions & Employers Health Benefit 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
$131M (2023)

Expenses
$130M (2023)

Total Assets
$41.7M (2023)

Total Liabilities
$617k (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 April
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$131,349,671
Expenses
$129,924,346
Net Income
$1,425,325
Net Assets
$41,096,123
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $130,926,089
99.7%
Investment Income $435,840
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$126,312
Net Inventory Sales $0
Other Revenue $114,054
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $41,712,920
Total Liabilities $616,797
Net Assets $41,096,123
Compensation
Key Employees and Officers Compensation Related Other
Bob Mclauchlin (Trustee Past) $0 $0 $0
Leroy Westmoreland (Trustee) $0 $0 $0
Sean Hammond (Trustee) $0 $0 $0
Andy Lukes (Trustee) $0 $0 $0
Kim Cordova (Trustee) $0 $214,245 $15,963
Kevin Schneider (Trustee Past) $0 $184,898 $8,317
Martin Garcia (Trustee) $0 $168,874 $14,248
Leah Dowodzenka (Trustee Past) $0 $122,251 $14,229
Adriana Escobar (Trustee New) $0 $185,595 $14,248
Christine Arellano (Trustee New) $0 $157,712 $14,139

Document Links

Fiscal Year Ending April
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$131,376,126
Expenses
$128,090,952
Net Income
$3,285,174
Net Assets
$39,639,658
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $131,199,729
99.9%
Investment Income $185,677
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$191,473
Net Inventory Sales $0
Other Revenue $182,193
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $40,164,714
Total Liabilities $525,056
Net Assets $39,639,658
Compensation
Key Employees and Officers Compensation Related Other
Bob Mclauchlin (Trustee) $0 $0 $0
Leroy Westmoreland (Trustee) $0 $0 $0
Sean Hammond (Trustee) $0 $0 $0
Andy Lukes (Trustee) $0 $0 $0
Kim Cordova (Trustee) $0 $215,932 $15,413
Kevin Schneider (Trustee) $0 $191,217 $13,653
Martin Garcia (Trustee) $0 $170,773 $13,755
Leah Dowodzenka (Trustee) $0 $121,649 $13,627

Document Links

Fiscal Year Ending April
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$129,468,155
Expenses
$131,521,514
Net Income
-$2,053,359
Net Assets
$36,703,760
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $129,009,893
99.6%
Investment Income $317,922
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $22,096
0.0%
Net Inventory Sales $0
Other Revenue $118,244
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $37,244,117
Total Liabilities $540,357
Net Assets $36,703,760
Compensation
Key Employees and Officers Compensation Related Other
Bob Mclauchlin (Trustee) $0 $0 $0
Danny Ma (Trustee Past) $0 $0 $0
Leroy Westmoreland (Trustee) $0 $0 $0
Sean Hammond (Trustee) $0 $0 $0
Kim Cordova (Trustee) $0 $203,134 $14,429
Kevin Schneider (Trustee) $0 $179,853 $12,879
Martin Garcia (Trustee) $0 $160,730 $12,819
Adriana Escobar (Trustee Past) $0 $175,669 $12,879
Andy Lukes (Trustee New) $0 $0 $0
Leah Dowodzenka (Trustee New) $0 $117,982 $12,879

Document Links

Fiscal Year Ending April
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$123,277,766
Expenses
$129,370,973
Net Income
-$6,093,207
Net Assets
$38,876,255
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $122,545,038
99.4%
Investment Income $615,980
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $42,076
0.0%
Net Inventory Sales $0
Other Revenue $74,672
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $40,352,739
Total Liabilities $1,476,484
Net Assets $38,876,255
Compensation
Key Employees and Officers Compensation Related Other
Steve Dicroce (Trustee Past) $0 $0 $0
Bob Mclauchlin (Trustee) $0 $0 $0
Danny Ma (Trustee) $0 $0 $0
Leroy Westmoreland (Trustee) $0 $0 $0
Sean Hammond (Trustee New) $0 $0 $0
Kim Cordova (Trustee) $0 $202,671 $12,485
Kevin Schneider (Trustee) $0 $173,537 $11,076
Martin Garcia (Trustee) $0 $160,416 $11,076
Dale Lee (Trustee Past) $0 $166,596 $11,076
Adriana Escobar (Trustee New) $0 $169,493 $10,866

Document Links

Fiscal Year Ending April
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$117,911,186
Expenses
$123,002,546
Net Income
-$5,091,360
Net Assets
$44,962,282
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $117,023,707
99.2%
Investment Income $826,347
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$83,151
Net Inventory Sales $0
Other Revenue $144,283
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $45,762,361
Total Liabilities $800,079
Net Assets $44,962,282
Compensation
Key Employees and Officers Compensation Related Other
Steve Dicroce (Trustee) $0 $0 $0
Bob Mclauchlin (Trustee) $0 $0 $0
Danny Ma (Trustee) $0 $0 $0
Kim Cordova (Trustee) $0 $192,782 $12,090
Kevin Schneider (Trustee) $0 $170,654 $10,736
Nathaniel Bernstein (Trustee Past) $0 $163,838 $10,736
Leroy Westmoreland (Trustee) $0 $0 $0
Martin Garcia (Trustee) $0 $153,242 $10,677
Dale Lee New (Trustee New) $0 $163,838 $10,736

Document Links

Fiscal Year Ending April
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$123,210,688
Expenses
$119,985,154
Net Income
$3,225,534
Net Assets
$49,942,249
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $122,823,204
99.7%
Investment Income $325,265
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $62,219
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $50,511,678
Total Liabilities $569,429
Net Assets $49,942,249
Compensation
Key Employees and Officers Compensation Related Other
Steve Dicroce (Trustee) $0 $0 $0
Bob Mclauchlin (Trustee New) $0 $0 $0
Danny Ma (Trustee) $0 $0 $0
Kim Cordova (Trustee) $0 $188,852 $12,090
Kevin Schneider (Trustee) $0 $167,082 $11,639
Nathaniel Bernstein (Trustee) $0 $160,375 $11,639
Leroy Westmoreland (Trustee New) $0 $0 $0
Martin Garcia (Trustee New) $0 $150,987 $11,639
Bryan Smith (Trustee Past) $0 $0 $0

Document Links

Fiscal Year Ending April
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$121,267,070
Expenses
$120,654,435
Net Income
$612,635
Net Assets
$46,716,715
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $121,140,907
99.9%
Investment Income $25,424
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$950
Net Inventory Sales $0
Other Revenue $101,689
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $47,684,591
Total Liabilities $967,876
Net Assets $46,716,715
Compensation
Key Employees and Officers Compensation Related Other
Steve Dicroce (Trustee) $0 $0 $0
Bryan Smith (Trustee) $0 $0 $0
Danny Ma (Trustee) $0 $0 $0
Kim Cordova (Trustee) $0 $186,492 $12,600
Kevin Schneider (Trustee) $0 $162,408 $12,600
Nathaniel Bernstein (Trustee) $0 $158,204 $12,600

Document Links

Fiscal Year Ending April
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$119,353,534
Expenses
$116,881,106
Net Income
$2,472,428
Net Assets
$46,457,935
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $119,216,193
99.9%
Investment Income $20,403
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$325
Net Inventory Sales $0
Other Revenue $117,263
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $46,848,945
Total Liabilities $391,010
Net Assets $46,457,935
Compensation
Key Employees and Officers Compensation Related Other
Steve Dicroce (Trustee) $0 $0 $0
Bryan Smith (Trustee) $0 $0 $0
Danny Ma (Trustee) $0 $0 $0
Kim Cordova (Trustee) $0 $176,485 $12,901
Kevin Schneider (Trustee) $0 $160,928 $12,901
Nathaniel Bernstein (Trustee) $0 $151,755 $12,901

Document Links

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$118,631,681
Expenses
$117,559,215
Net Income
$1,072,466
Net Assets
$43,994,277
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $118,605,774
100.0%
Investment Income $24,263
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$6,025
Net Inventory Sales $0
Other Revenue $7,669
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $44,503,097
Total Liabilities $508,820
Net Assets $43,994,277
Compensation
Key Employees and Officers Compensation Related Other
Steve Dicroce (Trustee) $0 $0 $0
Bryan Smith (Trustee) $0 $0 $0
Danny Ma (Trustee) $0 $0 $0
Kim Cordova (Trustee) $0 $173,889 $12,901
Kevin Schneider (Trustee) $0 $153,565 $12,901
Nathaniel Bernstein (Trustee) $0 $147,810 $12,901

Document Links

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$122,188,817
Expenses
$109,762,483
Net Income
$12,426,334
Net Assets
$42,932,264
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $122,155,144
100.0%
Investment Income $28,222
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,945
Net Inventory Sales $0
Other Revenue $8,396
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $43,553,270
Total Liabilities $621,006
Net Assets $42,932,264
Compensation
Key Employees and Officers Compensation Related Other
Steve Dicroce (Trustee) $0 $0 $0
Bryan Smith (Trustee) $0 $0 $0
Danny Ma (Trustee) $0 $0 $0
Kim Cordova (Trustee) $0 $228,023 $12,901
Kevin Schneider (Trustee) $0 $147,048 $12,901
Nathan Bernstein (Trustee) $0 $144,003 $12,901

Document Links

Fiscal Year Ending April
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$122,223,732
Expenses
$121,651,739
Net Income
$571,993
Net Assets
$30,511,700
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $122,193,821
100.0%
Investment Income $46,626
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$16,715
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 $30,871,530
Total Liabilities $359,830
Net Assets $30,511,700

Document Links

Fiscal Year Ending April
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$107,522,788
Expenses
$114,735,208
Net Income
-$7,212,420
Net Assets
$29,943,594
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $107,382,714
99.9%
Investment Income $244,928
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$104,854
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 $30,934,447
Total Liabilities $990,853
Net Assets $29,943,594

Document Links

Fiscal Year Ending April
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$75,500,514
Expenses
$115,203,613
Net Income
-$39,703,099
Net Assets
$37,214,624
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $74,317,857
98.4%
Investment Income $1,297,293
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$114,636
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 $38,237,248
Total Liabilities $1,022,624
Net Assets $37,214,624

Document Links

Fiscal Year Ending April
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 April
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 April
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 April
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 April
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 April
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

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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