Civic Intelligence

Ufcw Unions & Partcipating Employers Health and Welfare Fund

990 • Fiscal year 2019 • EIN 01-0749311

Nov 01, 2018 to Oct 31, 2019 • Filed on Jul 06, 2020

Organization Profile

View Organization Page

27 Roland AvenueMT Laurel, NJ 08054

(856) 793-2500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

78th percentile

0.26x

Higher debt load relative to assets than 78% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

76th percentile

0.18x

Higher debt load relative to revenue than 76% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Net Margin

62nd percentile

10%

Higher net margin than 62% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Asset Growth

60th percentile

13%

Faster asset growth than 60% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

0.5%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$32,741,384

Up $3,801,176 (+13%) from 2018

Net Assets

Up

$24,145,784

Up $4,922,483 (+26%) from 2018

Liabilities

Down

$8,595,600

Down $1,121,307 (-12%) from 2018

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin62nd percentile

Revenue

Up

$48,497,754

Up $247,008 (+0.5%) from 2018

Expenses

Down

$43,575,271

Down $727,547 (-1.6%) from 2018

Net Income

Up

$4,922,483

Up $974,555 (+25%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2011: $14,165,673Liabilities 2011: $6,274,935Net Assets 2011: $7,890,7382011Assets 2012: $13,030,768Liabilities 2012: $9,391,609Net Assets 2012: $3,639,1592012Assets 2013: $8,654,075Liabilities 2013: $6,358,904Net Assets 2013: $2,295,1712013Assets 2014: $10,181,530Liabilities 2014: $7,489,645Net Assets 2014: $2,691,8852014Assets 2015: $14,783,380Liabilities 2015: $6,571,766Net Assets 2015: $8,211,6142015Assets 2016: $20,921,460Liabilities 2016: $9,058,209Net Assets 2016: $11,863,2512016Assets 2017: $23,644,327Liabilities 2017: $8,368,954Net Assets 2017: $15,275,3732017Assets 2018: $28,940,208Liabilities 2018: $9,716,907Net Assets 2018: $19,223,3012018Assets 2019: $32,741,384Liabilities 2019: $8,595,600Net Assets 2019: $24,145,7842019Assets 2020: $39,971,673Liabilities 2020: $8,508,575Net Assets 2020: $31,463,0982020Assets 2021: $44,246,028Liabilities 2021: $10,029,094Net Assets 2021: $34,216,9342021Assets 2022: $45,983,131Liabilities 2022: $7,240,877Net Assets 2022: $38,742,2542022Assets 2023: $46,733,989Liabilities 2023: $9,349,924Net Assets 2023: $37,384,0652023Assets 2024: $52,746,573Liabilities 2024: $10,719,022Net Assets 2024: $42,027,5512024

Highlighted filing

2019

Assets$32,741,384
Liabilities$8,595,600
Net Assets$24,145,784
Open 2019 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2011: $34,695,4182011Expenses 2012: $42,125,0652012Revenue 2013: $41,625,868Expenses 2013: $42,969,856Net Income 2013: -$1,343,9882013Revenue 2014: $45,606,600Expenses 2014: $45,209,886Net Income 2014: $396,7142014Revenue 2015: $48,201,041Expenses 2015: $42,681,312Net Income 2015: $5,519,7292015Revenue 2016: $49,190,145Expenses 2016: $45,538,508Net Income 2016: $3,651,6372016Revenue 2017: $48,815,791Expenses 2017: $45,403,669Net Income 2017: $3,412,1222017Revenue 2018: $48,250,746Expenses 2018: $44,302,818Net Income 2018: $3,947,9282018Revenue 2019: $48,497,754Expenses 2019: $43,575,271Net Income 2019: $4,922,4832019Revenue 2020: $48,594,820Expenses 2020: $41,277,506Net Income 2020: $7,317,3142020Revenue 2021: $47,301,104Expenses 2021: $44,547,268Net Income 2021: $2,753,8362021Revenue 2022: $45,702,034Expenses 2022: $41,176,714Net Income 2022: $4,525,3202022Revenue 2023: $46,518,782Expenses 2023: $47,221,802Net Income 2023: -$703,0202023Revenue 2024: $49,017,734Expenses 2024: $46,725,814Net Income 2024: $2,291,9202024

Highlighted filing

2019

Revenue$48,497,754
Expenses$43,575,271
Net Income$4,922,483
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Jul 6, 2020
Return Version
2018v3.2
Gross Receipts
$48,497,754
Mission and Program Overview

Mission

To pay health, life and limited legal benefits for participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$19,223,301$24,145,784▲ $4,922,483
Investments in Publicly Traded Securities-$17,722,332-
Savings and Temporary Cash Investments$18,976,876$6,014,785▼ $12,962,091
Accounts Receivable$4,510,252$4,326,122▼ $184,130
Cash and Non-Interest-Bearing Accounts$3,398,256$2,793,257▼ $604,999
Prepaid Expenses and Deferred Charges$18,351$55,200▲ $36,849
Land, Buildings, and Equipment, Net$837$335▼ $502
Total Assets$28,940,208$32,741,384▲ $3,801,176
Other Assets Total$2,035,636$1,829,353▼ $206,283
Liabilities
Accounts Payable and Accrued Expenses$9,716,907$8,595,600▼ $1,121,307
Total Liabilities$9,716,907$8,595,600▼ $1,121,307
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,223,301$24,145,784▲ $4,922,483
Total Liabilities and Net Assets / Fund Balance$28,940,208$32,741,384▲ $3,801,176

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$335$276,635$276,970
Other Assets Org$846,353--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Sam FerrainoChair/truste
Brian StringTrustee
Craig HoffmanTrustee
Daniel KonczykTrustee
Gene Del RosarioTrustee
Gregory QuagliatoTrustee
Patrick J DurningTrustee
Dewey CannellaSecretary/tr

Highest Paid Contractors

ContractorServicesLocationCompensation
Tri-state AdministratorsAdministration27 ROLAND AVE, 27 ROLAND AVE, Mt Laurel, NJ 08054$4,662,999
Spear Wilderman PCLegal230 S BROAD ST, 230 S BROAD ST, Philadelphia, PA 19102$449,867
O'brien Belland & Bushinsky LLCLegal509 S LENOLA RD BLDG 6, 509 S LENOLA RD BLDG 6, Moorestown, NJ 08057$220,870
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$48,237,184
Investment Income
$260,570
Other Revenue
$0
Change in Net Assets
$4,922,483

Audited Revenue Reconciliation

Revenue per Audited Statements
$48,497,754
Total Revenue per Audited Statements
$48,497,754
Total Revenue per Form 990
$48,497,754
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,941,835
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$38,633,436
All Other Expenses---$65,503
Fees for Services Legal---$37,393
Fees for Services Accounting---$29,750
Other Expenses---$29,420
Conferences and Meetings---$4,953
Total Functional Expenses$0$0$0$43,575,271

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$44,715,550
Total Expenses per Audited Statements$44,715,550
Total Expenses per Form 990$43,575,271
Expenses Not Reported on Financial Statements$-1,140,279
Other Expense Adjustments$-1,140,279
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Daily operations are performed by a third-party administrator (tri-state administrators).”

Form 990, Page 6, Part VI, Line 11B

“The form 990 was reviewed by the fund's bookkeeper, before being sent to the trustees for final review and signature.”

Form 990, Page 6, Part VI, Line 19

“Government forms are available for review upon request. Participants are able to come to the administrative office and request an opportunity to reivew the forms.”

Filing and Contact Details

Filer

Filer Name
Ufcw Unions & Participating
EIN
01-0749311
Phone
8567932500
Address
27 ROLAND AVENUE, MT LAUREL, NJ 08054
Doing Business As
Ufcw Health & Welfare Fund

Signing Officer

Name
Sam Ferraino
Title
Chair/trustee
Phone
8567730850
Signed
2020-07-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sam Ferraino
Formed
2002
Legal Domicile
Nj
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Baratz & Associates Pa
Address
7 EVES DRIVE SUITE 100, MARLTON, NJ 08053-3196
Preparer
John Fekete CPA
Phone
8569855688
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“To provide health, life, legal, and other benefits to participants.”

Financial Statement Notes

Schedule D, Page 3, Part X

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan. Management evaluated the plan's tax positions and concluded that the plan had maintained its tax-exempt status and had taken no uncertain tax positions that require recognition or disclosure in the financial statements. Therefore, no provision or liability for income taxes has been included in the financial statements. With few exceptions, the plan is no longer subject to income tax examinations by the u.s. Federal, state, or local tax authorities for years before 2016.”

Schedule D, Page 4, Part XII, Line 4B

“Benefit payable adjustment -1,140,279”

Raw XML AppendixShowing 400 of 825 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEPOSITS & DRUG REBATE RECEIVABLE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN. MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BENEFIT PAYABLE ADJUSTMENT -1,140,279
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 4B
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE HEALTH, LIFE, LEGAL, AND OTHER BENEFITS TO PARTICIPANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DAILY OPERATIONS ARE PERFORMED BY A THIRD-PARTY ADMINISTRATOR (TRI-STATE ADMINISTRATORS).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 WAS REVIEWED BY THE FUND'S BOOKKEEPER, BEFORE BEING SENT TO THE TRUSTEES FOR FINAL REVIEW AND SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNMENT FORMS ARE AVAILABLE FOR REVIEW UPON REQUEST. PARTICIPANTS ARE ABLE TO COME TO THE ADMINISTRATIVE OFFICE AND REQUEST AN OPPORTUNITY TO REIVEW THE FORMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt6KTM SUPERM
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt4C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt5C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt6C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt7C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt8C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt9C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt10C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt11C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt12C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt13C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt14C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt15C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt16C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt17C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt18C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt19C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt20C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt21C CORP
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt6FOOD SERVI
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt9GROCERY ST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt10GROCERY ST

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,741,384
Liabilities
$8,595,600
Net assets
$24,145,784
Revenue
$48,497,754
Expenses
$43,575,271
Net income
$4,922,483
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.7$10.7$42.0$49.0$46.7$2.29
2023Detailed filing. Detailed filing data is available for this year.$46.7$9.35$37.4$46.5$47.2$0.70
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.0$7.24$38.7$45.7$41.2$4.53
2021Detailed filing. Detailed filing data is available for this year.$44.2$10.0$34.2$47.3$44.5$2.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.0$8.51$31.5$48.6$41.3$7.32
2019Detailed filing. Detailed filing data is available for this year.$32.7$8.60$24.1$48.5$43.6$4.92
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.9$9.72$19.2$48.3$44.3$3.95
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.6$8.37$15.3$48.8$45.4$3.41
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$9.06$11.9$49.2$45.5$3.65
2015Detailed filing. Detailed filing data is available for this year.$14.8$6.57$8.21$48.2$42.7$5.52
2014Detailed filing. Detailed filing data is available for this year.$10.2$7.49$2.69$45.6$45.2$0.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.65$6.36$2.30$41.6$43.0$1.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$9.39$3.64$42.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$6.27$7.89$34.7
Peer Organizations

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