Civic Intelligence

The Ufcw Local 655 Leukemia and Lymphoma Fund Inc

990EZ • Fiscal year 2023 • EIN 32-0264037

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

Organization Profile
300 Weidman RoadBallwin, MO 63011

(636) 736-2704

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

15th percentile

-30%

Higher net margin than 15% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

22nd percentile

-22%

Faster asset growth than 22% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$68,014

Down $19,530 (-22%) from 2022

Net Assets

Down

$68,014

Down $19,530 (-22%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin15th percentile

Revenue

Down

$64,875

Down $13,424 (-17%) from 2022

Expenses

Up

$84,405

Up $83,494 (+9165%) from 2022

Net Income

Down

-$19,530

Down $96,918 (-125%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$100K$50K$0Assets 2014: $56,918Liabilities 2014: $0Net Assets 2014: $56,9182014Assets 2015: $580Liabilities 2015: $0Net Assets 2015: $5802015Assets 2017: $77,797Liabilities 2017: $0Net Assets 2017: $77,7972017Assets 2018: $22,078Liabilities 2018: $0Net Assets 2018: $22,0782018Assets 2019: $21,118Liabilities 2019: $0Net Assets 2019: $21,1182019Assets 2020: $51,540Liabilities 2020: $0Net Assets 2020: $51,5402020Assets 2021: $10,156Liabilities 2021: $0Net Assets 2021: $10,1562021Assets 2022: $87,544Liabilities 2022: $0Net Assets 2022: $87,5442022Assets 2023: $68,014Liabilities 2023: $0Net Assets 2023: $68,0142023Assets 2024: $10,047Liabilities 2024: $0Net Assets 2024: $10,0472024

Highlighted filing

2023

Assets$68,014
Liabilities$0
Net Assets$68,014
Open 2023 Filing

Operations Trend

Revenue Growth27th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2014: $64,752Expenses 2014: $10,000Net Income 2014: $54,7522014Revenue 2015: $67,223Expenses 2015: $123,561Net Income 2015: -$56,3382015Revenue 2017: $75,074Expenses 2017: $58,700Net Income 2017: $16,3742017Revenue 2018: $76,583Expenses 2018: $132,302Net Income 2018: -$55,7192018Revenue 2019: $82,964Expenses 2019: $83,924Net Income 2019: -$9602019Revenue 2020: $30,484Expenses 2020: $62Net Income 2020: $30,4222020Revenue 2021: $64,349Expenses 2021: $105,733Net Income 2021: -$41,3842021Revenue 2022: $78,299Expenses 2022: $911Net Income 2022: $77,3882022Revenue 2023: $64,875Expenses 2023: $84,405Net Income 2023: -$19,5302023Revenue 2024: $83,514Expenses 2024: $141,481Net Income 2024: -$57,9672024

Highlighted filing

2023

Revenue$64,875
Expenses$84,405
Net Income-$19,530
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$81,750
Mission and Program Overview

Mission

Raise funds for Leukemia and Lymphoma

RAISE FUNDS FOR CHARITY

Program Services

DescriptionGrantsExpenses
THE COMPANY HOLDS A GOLF TOURNAMENT TO RAISE FUNDS TO CHARITY-$101,279
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID COOKPresidentPT$0--
ROBERT SPENCESecretaryPT$0--
NICOLE RICHDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournam$81,750$81,750-$81,750
Total Events$81,750$81,750-$81,750
Filing and Contact Details

Filer

Filer Name
The Ufcw Fund
EIN
32-0264037
Address
300 WEIDMAN ROAD, BALLWIN, MO 63011

Signing Officer

Name
David Cook
Title
President
Phone
6367362704
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Westerheide & Company CPAs PC
Address
11430 Gravois Road, Saint Louis, MO 63126
Preparer
Jack J Westerheide
Phone
3148436555
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBANK FEES 89REIMBURSED EXPENSES 26,571CONTRIBUTIONS 57,745”

Raw XML Appendix149 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID COOK
IRS990EZ/BooksInCareOfDetail/PhoneNum06367362704
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 WEIDMAN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BALLWIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd063011
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt087544
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068014
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-19530
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt087544
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068014
IRS990EZ/FundraisingGrossIncomeAmt081750
IRS990EZ/GrossReceiptsAmt081750
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt087544
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068014
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt087544
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT SPENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICOLE RICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt084405
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE FUNDS FOR CHARITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE COMPANY HOLDS A GOLF TOURNAMENT TO RAISE FUNDS TO CHARITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0101279
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016875
IRS990EZ/SpecialEventsNetIncomeLossAmt064875
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt084405
IRS990EZ/TotalProgramServiceExpensesAmt0101279
IRS990EZ/TotalRevenueAmt064875
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt081750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt078299
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt081743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030484
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0102314
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0374590
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0374590
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt078299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081743
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt030484
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0102314
IRS990ScheduleA/Total509Grp/TotalAmt0374590
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt078299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081743
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt030484
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0102314
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0374590
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAM
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt081750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt081750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt081750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt081750
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt081750
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBANK FEES 89REIMBURSED EXPENSES 26,571CONTRIBUTIONS 57,745
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06367362704
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE UFCW FUND
ReturnHeader/Filer/BusinessNameControlTxt0UFCW
ReturnHeader/Filer/EIN0320264037
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 WEIDMAN ROAD
ReturnHeader/Filer/USAddress/CityNm0BALLWIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063011
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431176609
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Westerheide & Company CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011430 Gravois Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saint Louis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063126
ReturnHeader/PreparerPersonGrp/PhoneNum03148436555
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACK J WESTERHEIDE
ReturnHeader/ReturnTs02024-11-14T15:40:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,014
Liabilities
$0
Net assets
$68,014
Revenue
$64,875
Expenses
$84,405
Net income
-$19,530
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$0.84$1.41$0.58
2023Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.65$0.84$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.78$0.01$0.77
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$0.64$1.06$0.41
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.30$0.00$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.83$0.84$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.77$1.32$0.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.75$0.59$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.67$1.24$0.56
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.65$0.10$0.55